microsoft project user group may 2002 – chapter meeting scheduling - best practices initiation and...
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Microsoft Project User GroupMay 2002 – Chapter MeetingScheduling - Best Practices
Initiation and Planning Presented by James Nuthall
Brentford Technologies, Inc
• © 2002 by Brentford Technologies, Inc.• ALL RIGHTS RESERVED. No part of this publication may be reproduced, stored in
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• All Brentford Technologies, Inc. copyrighted products are distributed exclusively by• Brentford Technologies, Inc.• Danville, California 94526 USA• TEL: (925) 831-9666
INITIATION & PLANNING
• Where are we?• Templates• Schedule Information• Schedule Phases & Methodology• Schedule Tasks & Milestones• Dates, Dependencies & Resources• Base & Resource Calendars• Baseline• Work & Costs
So Where Are We?
Initiating Processes
Planning Processes
Time
Executing Processes
Tracking Controlling ProcessesClosing Processes
Le
vel o
f A
cti
vity
Here!
Templates• Did you use the established
project template?• Have you updated it to
reflect your project?
Properties• Properties • This is where “static” data
can be stored to be used for reporting– Project Name / Title– Project Manager– Project Description
Project Information• Did you use the Project
“Start date” to control tasks starting at the beginning of the project?
Structure & Text Format
• If you use a methodology, are all phases represented?
• Do “only” Summary tasks appear bold?
Project Summary Line
• How many levels does your plan show?
• Is the Project Summary line displayed? ID=0
Milestones• Are all Milestones identified in your
Scope document shown in your schedule?
• Are the Milestones easily identified both by description and graphically?
Tasks
• Do task descriptions stand alone?
• Does each Tasks contain an “active” verb?
• Does each Task have a deliverable?
• Have Notes been used?
Tasks• Has “Effort Driven” for new
tasks been switched off?• Is “Effort Driven” on
existing tasks turned off?
Dependencies• Do all Tasks have a Dependency
or a Successor?• Do you have any dependencies
set on Summary tasks?
Resource Usage / Sheet• Have all Tasks had Resources
assigned?• Have all resources been identified?• Have Max Units been updated?
Resource – Costs, etc.• Have hourly rates been updated
for each resource?• Have you developed a resource
contact list?
Calendar – Resource• Have all vacations, training
classes etc. been applied to each team members calendar?
Project Total Work• Does the Total work / cost
reflect what was detailed in the Scope document / bid?