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    Project Exercises

    1

    Project Scenario

    During the course of this manual we will be creating and managing a project for the construction of a

    Bungee Jump at West Coast Waterland.

    We will be using the Checklist found at rear to guide us through this project. This checklist is intendedas a guide only and you will need to customise it for your particular company and projects.

    You are the Project Manager for this project and the company that you work for is called Belly Flop

    Constructions Pty Ltd.

    The project is due to start on the first working day of next month and you have four months in which to

    complete the project. The budget that you have been allocated is $175,000.

    You standard working week is from Monday to Friday, 8.00am to 12.00noon and from 1.00pm to

    5.00pm.

    The completed jump will be 50m tall with a four-person elevator on it.

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    Project Exercises

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    EXERCISE 1

    Starting a New Project

    1. Close any open projects.

    2. Create a new project file.

    EXERCISE 2

    Setting Project Options

    1. Set the date format to display both the date and time.

    2. Check the options in the Calendartab to ensure that they display:

    Week Starts On : Monday

    Fiscal Year Starts In : January

    Default Start Time : 8:00

    Default End Time : 17:00

    Hours Per Day : 8

    Hours Per Week : 40

    Days Per Month : 20

    3. Click on the Ok button to close the Options dialog box.

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    Project Exercises

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    EXERCISE 3

    Editing the Standard Calendar

    1. Ensure that the Standard Calendar shows Mondays to Fridays to start at 8:00 go to 12:00, lunchuntil 1:00 and finish at 5:00.

    2. Set the standard calendar to have non working days for:

    New Year's Day

    Australia Day

    Labour Day

    Good Friday

    Easter Monday

    Anzac Day

    Foundation Day

    Queen's Birthday

    Christmas Day

    Boxing Day

    Your facilitator will provide you with a list of the actual dates for the above.

    3. Close the dialog box.

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    Project Exercises

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    EXERCISE 4

    Entering Project Details

    1. Using the above method enter the following details in the Summary tab.

    Title : Construction of Bungee Jump at West Coast Waterland

    Author : Your name

    Manager : Your name

    Company : Belly Flop Constructions Pty Ltd

    Comments : Project starts first working day of next month, needs to becompleted within four months and at a budget of $175,000.

    EXERCISE 5

    Entering the Project Start Date

    1. Set your project's Start Date to the first working day of next month or what your facilitator givesyou.

    2. Ensure that Standard is displayed in the Calendardrop down box.

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    Project Exercises

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    EXERCISE 6

    Saving Your Project

    1. Using the above method save your project under the My Documents directory and call itBungee Jump.

    EXERCISE 7

    Entering Tasks

    1. Using the above method enter the following tasks:

    1. Site survey 15. Install winching equipment

    2. Prepare plans 16. Install pond plumbing

    3. Estimate project costs 17. Fill pond

    4. Prepare / submit loan documents 18. Fit rubber bungee

    5. Order supplies and equipment 19. Final inspection

    6. Prepare construction site 20. Test elevator system

    7. Deliver materials to site 21. Test pond pump

    8. Pour concrete bases for pylons 22. Test winch

    9. Dig footings for pylons 23. Invite guests to the opening

    10. Pour concrete in pond 24. Invite Premier to jump

    11. Erect pylons 25. Arrange catering

    12. Erect launch platform 26. Arrange marquee hire

    13. Install electrical wiring 27. Gala Opening

    14 Install elevator system

    2. Save your project.

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    Project Exercises

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    EXERCISE 8

    Inserting Tasks

    1. Insert the following tasks:

    Dig well for pond insert before Pour Concrete in Pond

    Test electrical system insert before Test Elevator System

    Test Bungee insert before Invite Guests to the Opening

    Arrange Band insert before Gala Opening

    2. Save the project.

    EXERCISE 9

    Moving. Copying & Editing Tasks

    1.Move the following tasks:

    Pour concrete bases for pylons should be afterDig Footings for Pylons

    Final inspection should be afterTest Bungee

    2. Copy the following task:

    Prepare / submit loan documents

    Paste it above Order Supplies and Equipment

    Edit the duplicated task so that the second Prepare / submit loan documents now readsPrepare / submit permit applications.

    3. Edit the Invite Premier to jump task to read Invite Premier and Opposition Leader to jump.

    4. Save your project.

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    Project Exercises

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    EXERCISE 10

    Check Project

    1. Check that your project is the same as the one shown below:

    2. Save your project.

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    Project Exercises

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    EXERCISE 11

    Entering Task Durations

    1. Enter the following durations.

    2. Save your project.

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    Project Exercises

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    EXERCISE 12

    Creating Summary Tasks

    1. Insert the following tasks:

    o Prepare paperwork before Site survey

    o Prepare supplies and site before Order supplies and equipment

    o Prepare foundations before Dig footings for pylons

    o Construction before Erect pylons

    o Testing and Inspection before Test electrical systems

    o Opening before Invite guests to the opening

    These will become the summary tasks so don't enter anything for the durations.

    2. Select Task ID 2 (Site Survey) through to Task ID 6 (Prepare / Submit permit applications)

    3. Click on the Indent Task button.

    4. Repeat steps 2 and 3 above for the following groups:

    o Task ID 8 through Task ID 10o Task ID 12 through Task ID 15

    o Task ID 17 through Task ID 24

    o Task ID 26 through Task ID 31

    o Task ID 33 through Task ID 38

    5. Save your project.

    EXERCISE 13

    Hiding & Displaying Subordinate tasks

    1. Hide and display subordinate tasks.

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    Project Exercises

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    EXERCISE 14

    Creating A Project Summary Task And Display Outline Numbering

    1. Create a project summary task for your project.

    2. Display outline numbering in your project.

    3. Save your project.

    EXERCISE 15

    Entering Milestones

    1. Add the following milestones into your project:

    Paperwork completed before Prepare supplies and site

    Preparations finalised before Prepare foundations

    Foundations completed before Construction

    Construction completed before Testing and Inspections

    Testing and inspections completed before opening

    Project completed as the last task

    2. Save your project.

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    Project Exercises

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    EXERCISE 16

    Creating Task Relationships Using Menu Buttons

    1. Create the following relationships

    Predecessor Successor

    Site survey Prepare plans

    Prepare plans Estimate project costs

    Prepare plans Prepare/submit loan documents

    Site survey Prepare/submit permit applications

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    Project Exercises

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    EXERCISE 17

    Creating Task Relationships Using Drag and Drop

    1. Create the following relationships

    Predecessor Successor

    Prepare/submit loan documents Order supplies and equipment

    Prepare/submit loan documents Prepare construction site

    EXERCISE 18

    Creating Task Relationships Using the Task Information Dialog Box

    1. Create the following relationships

    Predecessor Successor

    Order supplies and equipment Deliver materials to site

    Dig footings for pylons Pour concrete bases for pylons

    EXERCISE 19

    Creating Task Relationships Using the Task Entry View

    1. Create the following relationship

    Predecessor Successor

    Prepare construction site Dig footings for pylons

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    Project Exercises

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    EXERCISE 20

    Creating Task Relationships Using the Gantt Chart Predecessor column

    1. Check and create the following relationships

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    Project Exercises

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    EXERCISE 21

    Changing Task Dependency Types using the Gantt Bar Chart

    1. Change the relationship between Task ID 2 (Site Survey) and Task ID 3 (Prepare Plans) to aStart-to-Start relationship.

    2. Use the Undo button to set this relationship back to the Finish-to-Start relationship.

    EXERCISE 22

    Changing Task Relationship Types

    1. Using the above method change the relationship between Task ID 2 (Site Survey) and Task ID3 (Prepare Plans) to a Start-to-Start relationship.

    2. Use the Undo button to set this relationship back to the Finish-to-Start relationship.

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    Project Exercises

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    EXERCISE 23

    Unlinking Tasks

    1. Unlink Task ID 2 (Site Survey) and Task ID 3 (Prepare Plans).

    2. Use the Undo button to set this back to a Finish to Start relationship.

    EXERCISE 24

    Adding Lead to a Relationship

    1. Create an overlap of20% between Task ID 22 (Install electrical wiring) and Task ID 23(Install elevator system).

    EXERCISE 25

    Adding Lag to a Relationship

    1. Add the following lags:

    Predecessor Successor Lag

    Prepare / submit loan

    documentsOrder supplies and equipment 2 weeks

    Prepare / submit loan

    documents

    Prepare construction site 2 weeks

    Pour concrete bases for pylons Erect pylons 1 week

    Pour concrete in Pond Install pond plumbing 3 days

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    Project Exercises

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    EXERCISE 26

    Check Project

    1. Create new relationships if necessary. Check that your project is the same as the one shownbelow:

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    Project Exercises

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    EXERCISE 27

    Adding a Constraint

    1. Using the above method, add a constraint so that the Gala Opening must start at 7pm on thelast Friday of the fourth month from the beginning of the project (i.e. if you started your project inJanuary, the Opening will be on the last Friday of April, etc).

    Check the Start and Finish Date for this task once you have applied the constraint. Are there

    any problems? What do you need to do to solve it?

    ____________________________________________________________________________

    2. Make the necessary changes to your project.

    EXERCISE 28

    Setting a Deadline

    1. Set a deadline for the Final inspection to occur on the day before the Gala Opening.

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    Project Exercises

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    EXERCISE 29

    Entering Resources

    1. Enter the following resources into your project.

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    Project Exercises

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    EXERCISE 30

    Editing Resource Calendars

    1. Edit the calendar for the Accountant giving the first week of the first month of the project off.

    EXERCISE 31

    Creating and Assigning a New Calendar

    1. Create a Consultants Calendarwhere the hours on Friday are only from 7:30am to 12:00pm.

    2. Assign this calendar to all the Consultants.

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    Project Exercises

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    EXERCISE 32

    Assigning Resources to Tasks

    1. Assign the following resources to the indicated tasks:

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    Project Exercises

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    EXERCISE 33

    Removing Assigned Resources

    1. Remove the Secretary from the Invite Premier and Opposition Leader to jump task.

    2. Use the Undo button to set this back.

    EXERCISE 34

    Replacing Assigned Resources

    1. Replace the Secretary with the Project Managerfor the Invite Premier and OppositionLeader to jump task.

    EXERCISE 35

    Contouring Resource Availability

    1. Contour the availability of the Labourers to be 200% in the first month of the project and 300%for the rest.

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    Project Exercises

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    EXERCISE 36

    Entering Variable Costs for Resources

    1. Enter the following costs and check that the Accrue at column is correct.

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    Project Exercises

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    EXERCISE 37

    Entering Fixed Costs for Resources

    1. Enter a fixed cost of$1,500 forSteve's Crane Hire on the Install winching equipment task.

    EXERCISE 38

    Entering Fixed Costs for Tasks

    1. Enter the following fixed costs for the tasks in your project:

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    Project Exercises

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    EXERCISE 39

    Viewing Project Statistics

    1. View the project statistics for your project.

    EXERCISE 40

    Using the Gantt Chart Wizard to Display the Critical Path.

    1. Use the Gantt Chart Wizard to display the critical path of your project.

    EXERCISE 41

    Formatting Selected Tasks

    1. Format the Gala Opening task so that it stands out.

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    Project Exercises

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    EXERCISE 42

    Formatting Text Styles

    1. Format the following items:

    Critical path tasks

    Milestone tasks

    Summary tasks

    2. Save your project.

    EXERCISE 43

    Formatting Selected Bars

    1. Format the bar for the Gala Opening task to stand out.

    2. Save your project.

    EXERCISE 44

    Formatting Bar Styles

    1. Format the following items:

    Milestone bars

    Summary bars

    Task bars show Resource Initials instead of Resource Names.

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    Project Exercises

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    EXERCISE 45

    Formatting the Timescale

    1. Experiment with the various timescale formatting options.

    EXERCISE 46

    Applying a Simple Exclusion Filter

    1. Filter your project so that only Critical Tasks are displayed.

    2. To remove the filter, choose All Tasks in the filter list.

    EXERCISE 47

    Applying an AutoFilter

    1. Use the AutoFilter feature to filter for tasks with durations of1 week.

    2. When you have finished turn the AutoFilter option off.

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    Project Exercises

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    EXERCISE 48

    Applying A Highlight Filter

    1. Use the Highlight filter feature to filter for tasks using a specific resource.

    2. When you have finished turn the Highlight filter off.

    EXERCISE 49

    Applying a Grouping

    1. Group your tasks by "Critical".

    2. Try some of the other groups.

    3. To remove the grouping, choose No Groups in the group list.

    EXERCISE 50

    Checking for Resource Overallocations

    1. Use the Resource Sheet to determine if there are any overallocated resources in your project.

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    Project Exercises

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    EXERCISE 51

    Determining Why Resources Are Overallocated

    1. Determine which resources are overallocated and why.

    Make a list of the overallocated resources and the reasons.

    ____________________________________________________________________________

    ____________________________________________________________________________

    ____________________________________________________________________________

    ____________________________________________________________________________

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    Project Exercises

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    EXERCISE 52

    Adding More Resources

    1. Solve the problem with the Riggers, Labourers and Trades Assistants. (Remember, we appliedResource Contouring to the Labourers you may need to take this off to solve theoverallocation problems).

    EXERCISE 53

    Replacing Assigned Resources

    1. Replace the Project Manageron the Prepare / submit loan documents with the Architect.

    EXERCISE 54

    Change the Level of Effort

    1. Change the level of effort for the Secretary to 20% for each of the following tasks:

    Invite guests to the opening

    Arrange catering

    Arrange marquee hire

    Arrange band

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    Project Exercises

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    EXERCISE 55

    Change Task Dependencies

    1. Link the following tasks

    Pour concrete bases for pylons (predecessor) to

    Pour concrete in pond (successor)

    In a Finish-to-Start relationship

    EXERCISE 56

    Saving a Baseline

    1. Create a baseline for your project.

    EXERCISE 57

    Display the Gantt Chart Baseline Table

    1. Display the Gantt Chart - Baseline Table.

    2. When you have finished looking at this view, return the Gantt Chart to the Entry Table.

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    Project Exercises

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    EXERCISE 58

    Display the Tracking Gantt Chart View

    1. Display the Tracking Gantt Chart view.

    2. When you have finished looking at this view, return to the Gantt Chart view with the Entry table.

    EXERCISE 59

    Displaying and Using the Tracking Toolbar

    1. Display the Tracking Toolbarand update the following tasks to the percentage shown:

    Site survey 100%

    Prepare plans 75%

    EXERCISE 60

    Displaying and Using the Update Tasks Dialog Box

    1. Update the following tasks as indicated:

    Estimate project costs 100% complete

    Prepare / submit loan documents started one day late but is 100% complete

    Prepare / submit permit applications started one day early and is 100% complete

    Paperwork complete 100% complete

    Order supplies and equipment 50% complete, actual duration is 4d and remaining

    duration is 4d.

    2. Display the Project Information screen and check your results.

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    Project Exercises

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    EXERCISE 61

    Displaying and Using the Tracking Gantt Chart Tracking Table

    1. Update the following tasks as indicated:

    Order supplies and equipment 100% complete.

    Prepare supplies and site 100% complete

    Prepare foundations 100% complete

    EXERCISE 62

    Printing the Gantt Chart View

    1. Set up and print preview your Gantt Chart view.

    EXERCISE 63

    Printing a Pre-Defined Report

    1. Print Preview the Project Summary report.

    2. Print Preview the Budget report.

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    Project Exercises

    CHECKLIST FOR USING M ICROSOFT PROJECT

    Note: This checklist is provided as a guide only. You will need to customise it to suit your particular

    working environment and projects.

    1. Defining Phase

    1.1 Establish project parameters (goal, start/finish date, budget)

    1.2 Start a new project file (File, New)

    1.3 Check definition of day, week and month (Tools, Options, Calendar)

    1.4 Edit the standard calendar (Tools, Change Working Time)

    1.5 Enter project details (File, Properties)

    1.6 Enter project start or finish date (Project, Project Information)

    1.7 Save and name the project (File / Save)

    2. Planning Phase

    2.1 Enter tasks (Gantt Chart)

    2.2 Enter durations (Gantt Chart)

    2.3 Enter summary tasks and milestones (Gantt Chart)

    2.4 Link tasks (Gantt Chart)

    2.5 Enter constraints (Gantt Chart Task Information; Advanced Tab)

    2.6 Enter resources and associated costs (Resource Sheet)

    2.7 Create and assign / edit resource calendars (Resource Sheet)

    2.8 Assign resources to tasks (Task Entry View)

    2.9 Enter fixed costs (Gantt Chart Table: Cost)

    2.10 Review schedule deal with overallocations, budget constraints, deadlines

    2.11 Create baseline (Tools / Tracking / Save Baseline)

    3. Controlling

    3.1 Enter actual progress (Gantt Chart Tracking Toolbar)

    3.2 View progress against baseline (Tracking Gantt Chart)

    4. Closing

    4.1 Final Reports (Version 2003 or before View / Reports; Version 2007 Report / Reports)