project scheduling & control · 2018. 11. 8. · • a structured framework to help a group...
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PROJECTSCHEDULING&CONTROL
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ProjectProjectManagementPMKnowledgeAreas
TimeManagement
ProjectWhat is a PROJECT?
DefinitionusedbyPMI:Atemporaryendeavorundertakentocreateauniqueproduct,serviceorresult.
• Specificobjectivestobecompletedwithinacertainspecification• Definedstart&enddates• Fundinglimitsandconsumesresources
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Project• Project:“anorganizedundertaking” SAMPLES:
• MasterofEngineeringThesisProject• Findingajob• Buildingaporch• Buyingahouse• …• Designandmanufactureacar(LargeProgram)• Putamanonthemoon(HugeProgram)
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WhatIsaProject?
• Operationsisworkdonetosustainthebusiness.
• Aprojectendswhenitsobjectiveshavebeenreached,ortheprojecthasbeenterminated.
• Projectscanbelargeorsmallandtakeashortorlongtimetocomplete.
*PMI,AGuidetotheProjectManagementBodyofKnowledge(PMBOK®Guide)(2004),p.5.
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ProjectAttributes
• Aproject:• Hasauniquepurpose.• Istemporary.• Isdevelopedusingprogressiveelaboration.• Requiresresources,oftenfromvariousareas.• Shouldhaveaprimarycustomerorsponsor.
• Theprojectsponsorusuallyprovidesthedirectionandfundingfortheproject.
• Involvesuncertainty.
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CommunicatetheEssenceThe5Ws:• Who• Where
• What
• Why
• When
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TypicalProjectLifeCycle
0
100
Time
Perc
ent C
ompl
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StartsSlow
GetsVeryBusy
NeedsTidyingUpAtTheEnd
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SOMEGUIDLINES
1. StartPromptly–NOW!!2. YourProjectDefinitionShouldBeWellFoundedAndAgreed3. AnyChangesToTheProjectDefinitionAndYourObjectivesNeed
ToBeMadeIntheEarlyStagesOfTheProject4. IdentifyIndividualTasks5. EstablishedTheSequenceOfTheyNeedtobeUndertaken6. DetermineTheRisksAndAccommodateThemInYourPlan7. RecogniseThatChangesInAnyOneElementWillAffectSomeOr
AllTheOtherActivities
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TypicalCausesofProjectFailure• STARTING-FailureToPutADraftPlanTogetherInTimeToReviewItFullyWithPeersAndAcademics
• PLANNING-PoorPlanningOfTheTasks• DOING-FailureToGetOnWithTheTasks• CONSIDERING–Incompleteand/orMisunderstoodSpecificationsorProposals
• THINKINGITTHROUGH-UnderestimatingTheDifficultyorRisksInCompletingTheTasks
• TIMEALLOCATION–CompetingTimePressures• SCOPE-Over-ambitiousTargets
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TheTripleConstraintofProjectManagement
• Everyprojectisconstrainedindifferentwaysbyits:
• Scopegoals:Whatworkwillbedone?
• Timegoals:Howlongshouldittaketocomplete?
• Costgoals:Whatshoulditcost?
• Itistheprojectmanager’sdutytobalancethesethreeoften-competinggoals.
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TheTripleConstraintofProjectManagement
Successfulprojectmanagementmeansmeetingallthreegoals(SCOPE,TIME,COST)–andsatisfyingtheprojectsponsor’srequirements(QUALITY)!
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ProjectSuccess
CustomerRequirementssatisfied/exceeded
Completedwithinallocatedtimeframe
Completedwithinallocatedbudget
Acceptedbythecustomer
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ProjectFailure
ScopeCreep PoorRequirementsGathering
Unrealisticplanningandscheduling
Lackofresources
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ProjectManagement
Why care about project management?
10% of projects successful between 1998 and 2004
90% FAILED.
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ProjectManagement• Manyorganizationstodayhaveaneworrenewedinterestinprojectmanagement.
• Computerhardware,software,networks,andtheuseofinterdisciplinaryandglobalworkteamshaveradicallychangedtheworkenvironment.
• TheU.S.spends$2.3trilliononprojectseveryyear,orone-quarteritsgrossdomesticproduct,andtheworldasawholespendsnearly$10trillionofits$40.7grossproductonprojectsofallkinds.*
*PMI,ThePMIProjectManagementFactBook,SecondEdition,2001.15
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History of Project Management • Some people argue that building the Egyptian pyramids
was a project, as was building the Great Wall of China • Most people consider the Manhattan Project to be the
first project to use “modern” project management • This three-year, $2 billion (in 1946 dollars) project had a
separate project manager and a technical manager
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HistoricalPerspective
1960-1970 TraditionalProjectManagement
Construction,Aerospace,Defense
Technologyandscheduledriven
1970-1985 FocusedProjectManagement
Hightechbusinesses,multi-disciplinedevelopments
Softwareengineering,matrixmanagement
1985-1993 RenaissanceofProjectManagement
Allorganizations,developingformalmethods
Totalqualitymanagement,concurrentengineering
1993-present
ModernProjectManagement
Acceptbytopmanagement,Recognizeasadiscipline
Systemengineering,changeandriskmanagement
Phases Use Methods
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WhyNeedProjectManagement?
• Complexprojectneedscoordinationof:• Multiplepeople• Multipleresources(labs,equipment,etc.)• Multipletasks–somemustprecedeothers• Multipledecisionpoints–approvals• Phasedexpenditureoffunds• Matchingofpeople/resourcestotasks
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ProjectManagementWhatisProjectManagement?
• a method for organizing tasks
• a structured framework to help a group work productively
• tools to aid in task sequencing, dependency analysis, resource allocation, scheduling, etc.
• tools to track progress relative to plan
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WhatisProjectManagement?Projectmanagementbydefinition:
“theapplicationofknowledge,skills,toolsandtechniquestoprojectactivitiestomeetprojectrequirements.”*
*PMI,AGuidetotheProjectManagementBodyofKnowledge(PMBOK®Guide)(2004),p.8.
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Project Management – 4 Ps
• People — the most important element of a successful project
• Product — the software to be built• Process — the set of framework activities and
software engineering tasks to get the job done• Project — all work required to make the product a
reality
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ProjectManagementObjective• Achievetheprojectgoal
• Doagreatthesis–ontime
• Keepcustomers(e.g.,clients)happy• Keeptheteamfocusonthegoal• Makesurethatteammembersworkwell• Everyonesharestheload• …
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AdvantagesofUsingFormalProjectManagement
• Bettercontroloffinancial,physical,andhumanresources.• Improvedcustomerrelations.• Shorterdevelopmenttimes.• Lowercosts.• Higherqualityandincreasedreliability.• Higherprofitmargins.• Improvedproductivity.• Betterinternalcoordination.• Higherworkermorale(lessstress).
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ProjectManagementProcess• Planning
• ProjectDefinition,Scope,Buy-ins• Mechanicsofputtingtogetheraplan
• Tools:WorkBreakdownStructure(WBS)• GANTT,PERT,etc.charts-computerized
• Trackingplanprogress• Communicateandfollow-up
• Completeproject• Managingandcontrol
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ProjectManagement
Scope,Resources,Schedule&Customers
ProjectManagement
ProjectPlanning• Defineobjective• Definework/tasks• Identifyresources• Planschedule• Iterate• Planmodification
ExecutionManagement• Getobjectivesigned-off• Trackplanprogress• Communicatewithinteam• Customercommunications• Secureresources• Projectdiscipline
Technical People
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HowtoGetStarted• Startwiththeessenceofwhatyouaretryingtodo• Drawablockdiagramofyoursystem
• “Architecture”
• Doahighlevelflowchartofyoursoftware• Identifymodules
• Postulatetheendresultofyourprototype• Userinterface,typicalusescenarios
• Listallpossibletasksthatneededtobedone• Organizetasks
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MechanismofPlanning• Defineprojectobjective• Defineworkbreakdownstructure(WBS)
• Identifytasksandsubtasks--deliverables• Lowestelement–standaloneworkpackage
• Identifytasksrelationship• Identifypossiblerisks• Estimateworkpackages(people,time,etc.)• Createinitialschedule• Iterateplan• Document
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SomeEstimationConsiderations
• Completenessindefinitionoftasksandinterfaces• Timeformeetingsandcommunications• Therangeofabilitiesofteammembers• Experiencewithsimilarjob/tasks• Learningtimefornewequipmentorsoftware• Availabilityofspecialfacilities
• Earlieridentificationofunknownsorrisks• Aprioricalculations
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Summary• ProjectManagement–Leadanendeavor• Planningisamap,aguide,especiallyforateam
• Relativelysimpleandhelpfultechniques
• Managementismostlyaboutpeople• Goal,discipline,communicate
• Risksareinevitable,planninghelpstoavoidstupidones
• Experiencecounts• Assessingthescopeofwork,timing,risks
RisksareEssentialinAchievementsLuckisanElementofSuccess
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SuggestedStepsinProjectManagement
• Generateaformaldefinitionoftheproject,withgoals,constraints,assumptions
• Identifyprojectstart/enddates,anymandatorymilestones,includingreports,signoffs,deliverables,etc.
• Listconstraints–money,equipmentavailability,holidays,etc.
• Identifytaskstobeaccomplished–highlevel(i.e.,bycategories),thendetailswithineach,usingbrainstormingmethod–greenlight
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SuggestedSteps,cont.• Refinedetailedtasklist,dropping/combining,addingthingsomitted
Then,foreachtaskinlist:• Estimatetime(personhours,calendarperiod)• Identifydependenciesamongtasks• Identifyresources(people,money,parts,etc.)
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SuggestedSteps,cont.OrganizetaskgroupsroughlybystartingdateListdependenciesthatshouldorMUSTholdUseMSProjecttomakeaGANTTchart• Firstcapturetasksandtaskgroups,milestones• Identifycriticalpath,seeifitcanbeshortened(getmore“slack”)
• Assignperson-hoursandspecificteammember(s)toeachtask–identify“taskleads”
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SuggestedSteps,cont.Asprojectprogresses:• Monitor,recordprogressonalltasks,atleastweekly–use“TrackingGanttChart”
• Payparticularattentiontothoseoncriticalpath• Reviseplanasneededtotakeintoaccountchanges,adapttomeetmilestones
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10ProjectManagementKnowledgeAreas• Knowledgeareasdescribethekeycompetenciesthatprojectmanagersmustdevelop.• 4coreknowledgeareasleadtospecificprojectobjectives(scope,time,cost,andquality).
• 5facilitatingknowledgeareasarethemeansthroughwhichtheprojectobjectivesareachieved(humanresources,communication,risk,andprocurement,andstakeholdermanagement).
• 1knowledgearea(projectintegrationmanagement)affectsandisaffectedbyalloftheotherknowledgeareas.
• Allknowledgeareasareimportant!
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ProjectManagementFramework
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ProjectManagementToolsandTechniques• Projectmanagementtoolsandtechniquesassistprojectmanagersandtheirteamsinvariousaspectsofprojectmanagement.
• Specifictoolsandtechniquesinclude:
• Projectcharters,scopestatements,andWBS(scope).• Ganttcharts,networkdiagrams,criticalpathanalyses,criticalchainscheduling(time).
• Costestimatesandearnedvaluemanagement(cost).
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ProjectSuccessFactors*
1.Executivesupport2.Userinvolvement3.Experiencedprojectmanager
4.Clearbusinessobjectives
5.Minimizedscope6.Standardsoftwareinfrastructure
7.Firmbasicrequirements8.Formalmethodology9.Reliableestimates10.Othercriteria,suchassmallmilestones,properplanning,competentstaff,andownership
*TheStandishGroup,“ExtremeCHAOS”(2001).
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Projects get into trouble when…
• Professionals don’t understand their client’s needs.• The project scope is poorly defined.• Changes are managed poorly.• The chosen technology changes.• Business needs change [or are ill-defined]. • Deadlines are unrealistic.• End-users are resistant.• Sponsorship is lost [or was never properly obtained].• The project team lacks people with appropriate skills.• Managers [and practitioners] avoid best practices and lessons
learned.
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Sample Gantt Chart
The WBS is on the left, and each task’s start and finish date are shown on the right using a calendar timescale. Early Gantt Charts, first used in 1917, were drawn by hand.
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Sample Network Diagram
Each box is a project task from the WBS. Arrows show dependencies between tasks. The bolded tasks are on the critical path. If any tasks on the critical path take longer than planned, the whole project will slip unless something is done. Network diagrams were first used in 1958 on the Navy Polaris project, before project management software was available.
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TheProjectManagementProfession• ProfessionalsocietiessuchastheProjectManagementInstitute(PMI)havegrownsignificantly.
• Therearespecificinterestgroupsinmanyareas,suchasengineering,financialservices,healthcare,andIT.
• Projectmanagementresearchandcertificationprogramscontinuetogrow.
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ProjectManagementCertification• PMIprovidescertificationasaProjectManagementProfessional(PMP).
• APMPhasdocumentedsufficientprojectexperience,agreedtofollowacodeofethics,andpassedthePMPexam.
• ThenumberofpeopleearningPMPcertificationisincreasingquickly.
• PMIandotherorganizationsareofferingnewcertificationprograms.
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GrowthinPMPCertification,1993-2003
1,000 1,900 2,800 4,400 6,41510,086
18,184
27,052
40,343
52,443
76,550
0
10,000
20,000
30,000
40,000
50,000
60,000
70,000
80,000
1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003
Year
# PM
Ps
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EthicsinProjectManagement
• Ethicsisanimportantpartofallprofessions.• Projectmanagersoftenfaceethicaldilemmas.• InordertoearnPMPcertification,applicantsmustagreetothePMPcodeofprofessionalconduct.
• SeveralquestionsonthePMPexamarerelatedtoprofessionalresponsibility,includingethics.
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YouCanApplyProjectManagementtoManyAreas• Project management applies to work as well as personal
projects • Project management applies to many different disciplines
(IT, construction, finance, sports, event planning, etc.) • Project management skills can help in everyday life
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ProjectManager’sTaskofSynthesisAt the beginning you should ask yourself these questions• Why is the product being developed?• What will be done? • When will it be accomplished?• Who is responsible?• Where are they organizationally located?• How will the job be done technically and
managerially?• How much of each resource (e.g., people,
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RoleofaProjectManager
Process Responsibilities
People Responsibilities
• Projectissues• Disseminatingprojectinformation• Mitigatingprojectrisk• Quality• Managingscope• Metrics• Managingtheoverallworkplan
• Implementingstandardprocesses• Establishingleadershipskills• Settingexpectations• Teambuilding• Communicatorskills
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• Definescopeofproject.• Identifystakeholders,decision-makers,andescalationprocedures.
• Developdetailedtasklist(workbreakdownstructures).
• Estimatetimerequirements.• Developinitialprojectmanagementflowchart.
• Identifyrequiredresourcesandbudget.
• Evaluateprojectrequirements.• Identifyandevaluaterisks.• Preparecontingencyplan.• Identifyinterdependencies.• Identifyandtrackcriticalmilestones.
• Participateinprojectphasereview.
• Secureneededresources.• Managethechangecontrolprocess.
• Reportprojectstatus.
FifteenProjectManagementJobFunctions*
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ProjectTimeManagement
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CONTENTS■ IntroductiontoProjectTimeManagement■ ActivityDefinition■ ActivitySequencing■ ActivityDurationEstimating■ ScheduleDevelopment■ ScheduleControl■ Glossary
IntroductiontoProjectTimeManagement
■ Includes the processes required to ensure timely completion of the project.
■ The major processes in developing the project time schedule are: – ActivityDefinition– ActivitySequencing– ActivityDurationEstimating– ScheduleDevelopment– ScheduleControl
ActivityDefinition■ ActivityDefinition
– IdentifyinganddocumentingthespecificactivitiesthatmustbeperformedtoproducethevariousprojectderivablesandsubderivablesidentifiedintheWBS
■ InputstoActivityDefinition1. WorkBreakdownstructure2. Scopestatement3. Historicalinformation4. Constraints5. Assumptions6. Expertjudgment
■ ToolsandTechniquesforActivityDefinition1. Decomposition2. Templates
ActivityDefinition(cont.)■ OutputsfromActivityDefinition
1. Activitylist2. Supportingdetail3. Workbreakdownstructureupdate
ActivitySequencing■ Definition
– Identifyinganddocumentinginteractivitylogicalrelationships.
■ InputstoActivitySequencing1. Activitylist2. Productdescription3. Mandatorydependencies4. Discretionarydependencies5. Externaldependencies6. Milestones
■ ToolsandTechniquesforActivitySequencing1. Precedencediagrammingmethod(PDM)(fig6-2)2. Arrowdiagrammingmethod(ADM)(fig6-3)3. Conditionaldiagrammingmethods4. Networktemplates
ActivitySequencing(cont.)■ OutputsfromActivitySequencing
1. Projectnetworkdiagrams(fig6-2andfig6-3)2. Activitylistupdates
ActivityDurationEstimating■ Definition
– Takinginformationontheprojectscopeandresourcesandthendevelopingdurationsforinputtoschedules
■ InputstoActivityDurationEstimating1. Activitylist2. Constraints3. Assumptions4. Resourcerequirements5. Resourcecapabilities6. Historicalinformation7. Identifiedrisks
ActivityDurationEstimating(cont.)■ ToolsandTechniquesforActivityDurationEstimating
1. Expertjudgment2. Analogousestimating3. Quantitativelybaseddurations4. Reservetime(contingency)
■ OutputsfromActivityDurationEstimating1. Activitydurationestimates2. Basisofestimates3. Activitylistupdates
ScheduleDevelopment■ Definition
– Determiningstartandfinishdatesforprojectactivities■ InputstoScheduleDevelopment
1. Projectnetworkdiagrams2. Activitydurationestimates3. Resourcerequirements4. Resourcepolldescription5. Calendars6. Constraints7. Assumptions8. Leadsandlags9. Riskmanagementplan10. Activityattributes
ScheduleDevelopment(cont.)■ ToolsandTechniquesforScheduleDevelopment
1. Mathematicalanalysis§ CriticalPathMethod(CPM)§ GraphicalEvaluationandReviewTechnique(GERT)§ ProgramEvaluationandReviewTechnique(PERT)(fig6-4)
2. Durationcompression3. Simulation4. Resourcelevelingheuristics5. Projectmanagementsoftware6. Codingstructure
ScheduleDevelopment(cont.)■ OutputsfromScheduleDevelopment
1. ProjectSchedule§ Projectnetworkdiagramswithdateinformationadded(fig6-5)§ BarChartsorGanttcharts(fig6-6)§ Milestonecharts(fig6-7)
2. Supportingdetail3. Schedulemanagementplan4. Resourcerequirementupdates
ScheduleControl■ Definition
– Controllingchangestotheprojectschedule■ InputstoScheduleControl
1. Projectschedule2. Performancereports3. Changerequests4. Schedulemanagementplan
■ ToolsandTechniquesforScopeChangeControl1. Schedulechangecontrolsystem2. Performancemeasurement3. Additionalplanning4. Projectmanagementsoftware5. Varianceanalysis
ScheduleControl(cont.)■ OutputsfromScopeChangeControl
1. Scheduleupdates2. Correctiveaction3. Lessonslearned