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Wednesday, April 19, 2017

Working with Deadlines

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Watch our video on working with deadlines in Microsoft Project:


The Dynamic schedules are schedules that are built without any constraints on the tasks. Project managers will often try to create a deadline for a task by setting a task’s start date or finish date. But entering the start and finish date sets a date constraint on the task. The concept of Dynamic schedules allows to start or finish task on a certain date but to retain the flexibility of the schedule.
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             1. Right Click on a column where you want the Deadline column to appear
             2. Select Insert Column


             3. Type “Deadline” to name the column


             4. Scroll down to the desired task
             5. Click the Deadline cell on the selected task
             6. Pick a date using the drop-down calendar or manually type a date



      Hope this helps. Please contact us with questions.

Wednesday, April 12, 2017

Baselines and Interim Plans

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Watch our video about baselines and interim plans in Microsoft Project:




Many users are confused by what's a Baseline and what's an Interim Plan. In terms of Microsoft Project, the Baseline is a snapshot of your project information. At the same time the Interim Plans is also a snapshot. But the difference is what goes into this snapshot. Baselines comprise the following items: "start" and "finish dates", "duration", "work' and all the custom information. Inside the Interim Plans, we have "start" and "finish dates" only.

If your project is standard and it is necessary to compare the "duration", "work cost" and "dates", you need to use the Baselines. If your project is small, you don’t track any cost and work information, you just compare the dates along the lifecycle of your project, you might be fine with Interim Plans. If your project is large and multilayered, you probably might use the combination of baselines and interim plans.


To set the Baseline:


1       1. Click on Set Baseline button on the ribbon.
         2. Click Set Baseline.


3      3. In an opened window, choose the option: set Baseline. You can save up to ten baselines.
4      4. Under For, do one of the following:
-          To set the baseline for all project data, click Entire Project.
-          To set the baseline for only the tasks that you selected, click Selected tasks.

5       5. Under Roll up baselines, select how you want baseline data to be rolled up:
-          To all summary tasks.   
-          From subtasks into selected summary task(s).    


         6. Press OK.

 

To set the Interim Plan:

          1. Click Set Baseline button on the ribbon.
          2. Click Set Baseline.
          3. In opened window, choose an option: set Interim Plan. You can save up to ten interim plans.


4        4. In the Copy box, click the "start" and "finish" or baseline values that you want to save.
5        5. In the Into box, click the name of the interim plan into which you want to copy the values.
6        6. Click Entire project or Selected tasks.
7        7. Press OK.


Hope this helps. Please contact us should any questions arise.


Thursday, April 6, 2017

Project Summary Tasks Best Practices

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Watch our video on Project Summary Tasks best practices in Microsoft Project:



In Microsoft Project, Summary Tasks are used to logically group tasks into sections or blocks. Summary Tasks can have multiple levels of the subtasks and they can have other summary tasks as subtasks.

There are several recommendations that you need to follow while using Summary Tasks. We identify four recommendations:

           1. If you use the manually scheduled tasks, you need to select your summary task along with your tasks and click on Respect Links that will automatically recalculate all the dates for your tasks.

           2. Never assign resources to summary tasks.

           3. Do not put any constraints on a summary task. If you need to put a constraint, put it on the task. You can use Deadline field in Microsoft Project and use it for milestones.

     4. Do not link summary tasks. Instead, use links between tasks or between tasks and milestones. 

Hope this helps. Please contact us should any questions arise.