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Effective Project Scheduling
  Key Concepts for Schedule Foundation




                 © PM Clinic             1
Speaker-Introduction
A practitioner of Analytics, Productivity,
Information     Modelling,     Enterprise
ProjectProgramPortfolio Management &
Execution Management.

Project Management Coach/ Trainer
focusing on MS Excel, MS Project and MS
EPM product to improve productivity of
management community.                                     Jaiveer Singh (MBA,PMP)

Having 18 years work experience                                @ singhjaiveer
including 10 years in Project/Program &
Portfolio management roles for global
MNCs.                                              http://www.slideshare.net/Jaiveer



                                                    www.singhjaiveer.blogspot.com

                                www.project-management-practice.blogspot.com
                                     © PM Clinic                                 2
A walk through of the session outline




                            © PM Clinic   3
Photo by Tricky at flickr
Agenda


         1. Key Concepts        -      20 Min.
         2. Q & A               -      10 Min.

         3. MS Project Demo -          20 Min.
         4. Q & A           -          10 Min.




Note: Participants can post questions using Chat option

                         © PM Clinic                  4
Key Concepts
Scheduling is Modelling
Static & Dynamic Scheduling
Progressive Elaboration
Time - Calendars (FY)                      Project Schedule
 Working Time/ Days
Duration vs Work Measurement
WBS & Rolling Wave Planning
Task Types
Tasks Dependencies
Project Progress Rate & Project Status




                             © PM Clinic                      5
Scheduling or Multi Player Game




             © PM Clinic          6
Master or Assistant




       © PM Clinic    7
Scheduling is Modeling




         © PM Clinic     8
Static & Dynamic Scheduling
Original Schedule
Static Schedule
Baseline Schedule
Reference Schedule                                                      Actual task progress
                                                                         impact successor
                                                                                tasks
Vs

Second Schedule
Dynamic Schedule
Forecast Schedule

The dates are continually recalculated and
reforecast when you enter progress
information or make other changes.
                                       The forecast schedule helps you identify
                                       slippages relative to the original schedule.
                                       Because this is a dynamic model, it also helps
                                       you find ways to quickly reduce slippage.

                                      © PM Clinic                                    9
The Living Project Schedule

                         • Project planning isn’t
                           just an activity for
                           the start of the
                           project--the project
                           plan must be a living,
                           evolving document
                           that is updated and
                           changed on a regular
                           basis.

           © PM Clinic                        10
Progressive Elaboration
– Moving From the Unknown to the Known


   Progressive elaboration, is defined by PMBOK*as

   “continuously improving and detailing a plan as more detailed and specific
   information and more accurate estimates become available as the project
   progresses, and thereby producing more accurate and complete plans that result
   from the successive iterations of the planning process”.




                                       © PM Clinic                                  11
Understanding Time - Calendars
Gregorian/ Hizri/Thai
Buddhist Calendar
                                                         Year



                                           Month 1              Month 12



                        Week 1        Week 2           Week 3           Week 4



                                               Day 1            Day 7



                                                       Hour 1           Hour 24


                            © PM Clinic                                          12
Project / Resource/ Tasks Calendars
 Working Hours [8-5/ 9-6]                     Holidays




                                                 Consultants
                                                 Availability




                                    Project
Offshore Team                      Calendar
   Calendar

                            © PM Clinic                  13
Duration vs Work
How Big is Project: Work Size                     How Long Project Can Run: Duration

Time : Person Days, Person Week, Person           Time : Days, Week, Months, Years
Months, Person Years

500 person months                                 Duration : 10 months

                                    25 person working for 20
                                   months = 500 Person Months

                                    50 Persons working for 10
                                   months = 500 Person Months
                                                                           Project
                                    Work = Duration X
                                                                           Dimensions
                                   Resource Units

                                     500 = 10 X 50



                                          © PM Clinic                                   14
WBS- Work Breakdown Structure
  A detailed, well-defined WBS is created for immediate period of clarity, and
  only milestones are highlighted for the rest of the project.




Level 1

 Level 2

   Level 3




             Rolling Wave Planning – WBS Level
                                      © PM Clinic                            15
Tasks Types

                                   e.g. wet paint on cars may
Fixed Duration                     take 2-3 hours to dry
                                   before next work can be
                                   done on cars


                                  Fixed    Resources/     Efforts/
Fixed Unit                        Budget e.g. To move a long
                                  table, you require 2 people


                                  Fixed work size which is having
                                  linear relationship to duration
Fixed Work                        and resources assigned for
                                  execution

                    © PM Clinic                                 16
Tasks Types




                        Fixed Work

Work           =      Duration                 X   Resources (units)

50 Person Days =      5 Days                   X   10 Resources

Change in one unit, trigger re-computation of other factor
while base type column remains fixed
                                 © PM Clinic                           17
Tasks Dependencies Concepts
Hard Dependency : Once Paint on walls is dry only
then next work can be done on walls, Another example
- Walls needs to be built first before roof can be made.

Soft Dependency : Once some programmer is
available, previous application defect can be fixed. It’s
about availability of resources.

Time Lag: Time difference between finish of task 1 and start of
task 2. Task 2 may have to wait post Task 1 completion.

Overlap: Time Period in which both tasks run in parallel. Some
tasks can be started 2-3 days before of previous tasks completion
                             © PM Clinic                          18
Tasks Dependencies Types
Dependencies are the relationships of the preceding tasks to the
succeeding tasks. Tasks may have multiple preceding tasks and multiple
succeeding tasks.

The most common dependency relationship is a finish-to-start
relationship.
                                               Finish to Start


                                               Build Columns/Walls




                                                     Build Roof

                                 © PM Clinic                         19
Tasks Inter Dependencies
                            Finish to Start




                Time Lag


Paint a car                 Polish the car

              © PM Clinic                     20
Tasks Dependencies Types


                                  10 s

                        Start to Start



                        Fill Car Fuel Tank


                        Change wheels


          © PM Clinic                    21
Tasks Dependencies Types
                                                 Finish to Finish
 Predecessor task
                             [FF] The successor task cannot finish
                             until the predecessor task finishes.
  successor task


                                                Start to Finish
          Predecessor task

                              [SF] The successor task cannot finish
                              until the predecessor task starts.
successor task

                             © PM Clinic                              22
Project Baselines
Project Approved Timelines is referred as Project Baseline. Project actual
performance is measured against this (goal).


                                             % Completion
             120
                                                                                                    100
                                                                                              94 97
             100                                                                        88 91
                                                                                   78
              80                                                              68
                                                                         58
              60                                                    48
                                                               38
              40                                          33
                                                     28
                                                23
                                           18
              20           7   9   11 13
                   3   5
               0
                    Wk-1
                    Wk-2
                    Wk-3
                    Wk-4
                    Wk-5
                    Wk-6
                    Wk-7
                    Wk-8
                    Wk-9
                   Wk-10
                   Wk-11
                   Wk-12
                   Wk-13
                   Wk-14
                   Wk-15
                   Wk-16
                   Wk-17
                   Wk-18
                   Wk-19
                   Wk-20
                                           © PM Clinic                                               23
Project Progress Rate vs Status
Car Journey – Distance/ Speed/ Fuel

Distance : 300 KM, Speed : 50 KM Per hour, Mileage: 20 KM/ Liter




                                      © PM Clinic                  24
© PM Clinic   25
Concepts Implementation in MS Project
 Tools/ options [Configuration/ Product Setup]
 Calendar/ Schedule/ View
 Calendar Setup
 Holidays/ Work Weeks
 Project Information
 Timescale [ Bottom/ Middle/ Top Tier]
 Tasks (Duration & Work)
 Tasks Type
 Task Dependencies
 Project Guide




                              © PM Clinic        26
Select Project Calendar Type
Tools - > Options
- > View Tab

Define Calendar
Type to be used




                    © PM Clinic        27
Setup Time Units & Working Time
Tools - > Options
- > View Tab

 Define First day
of Week and First
 Month of a Year




   Define working
        time




                                  Define Time Units




                    © PM Clinic                       28
New Calendar Setup
Tools - > Change Working Time                                  Setup Custom
                                                                 Calendars




                                               Define Work
                                              Days in a Week




                                © PM Clinic                             29
Duration/Work Unit Setup
Tools - > Options
- > Schedule Tab




   Duration Time
       Unit



   Default Work
   Unit (person
   hours/ days)




                         © PM Clinic      30
Customize Time Scale
Format- > Time Scale
                                        Select Time Unit




                          © PM Clinic                      31
Project Information
Project - > Project Information


                            Project Start
                                Date




                                                             Project Base
                                                          Calendar (Choose
                                                          Custom Calendars)


                                            © PM Clinic                32
Setup Default Task Type
Tools - > Options
- > Schedule Tab




    Default Task
       Type


   Fixed Unit

   Fixed Duration

   Fixed Work




                             © PM Clinic      33
Task Type relationship to work




             © PM Clinic         34
Tasks Dependencies Types
Double Click on any Task or Press Shift + F2
Click on Predecessors Tab




                 Impact tasks                          Task
                 work/duration of units            Dependencies
                 re-computation when
                 any one of them is
                 modified




                                     © PM Clinic          35
Project Guide
View ->
Turn on Project Guide




     Follow
     recommended
     project setup
     guidelines




                            © PM Clinic   36
Showing Project Status in Gantt Chart

                               Status
                                Date
                              [Friday]




                                          Current
                                           Date
                                         [Monday]




                © PM Clinic                         37
MPP Examples




    © PM Clinic   38
Next Webinar
•   Project Multiple Baselines & Variances
•   PERT Estimation
•   Assignments
•   Critical Path Analysis
•   Updating Work Progress
•   Project Status Reports (Weekly Progress)
•   Project Status Reports (Milestone Variance)
•   And many more ……

                      © PM Clinic                 39
Presentation copy available for download at
 Presentation is available on http://slideshare.net/jaiveer



  http:// project-management-practice.blogspot.com




                        @thepmclinic
         http://www.facebook.com/pmclinic

         Email: contactus@pm-clinic.com
                 askpmclinic@gmail.com
                          © PM Clinic                         40

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Project Planning - Key Concepts for project scheduling

  • 1. Effective Project Scheduling Key Concepts for Schedule Foundation © PM Clinic 1
  • 2. Speaker-Introduction A practitioner of Analytics, Productivity, Information Modelling, Enterprise ProjectProgramPortfolio Management & Execution Management. Project Management Coach/ Trainer focusing on MS Excel, MS Project and MS EPM product to improve productivity of management community. Jaiveer Singh (MBA,PMP) Having 18 years work experience @ singhjaiveer including 10 years in Project/Program & Portfolio management roles for global MNCs. http://www.slideshare.net/Jaiveer www.singhjaiveer.blogspot.com www.project-management-practice.blogspot.com © PM Clinic 2
  • 3. A walk through of the session outline © PM Clinic 3 Photo by Tricky at flickr
  • 4. Agenda 1. Key Concepts - 20 Min. 2. Q & A - 10 Min. 3. MS Project Demo - 20 Min. 4. Q & A - 10 Min. Note: Participants can post questions using Chat option © PM Clinic 4
  • 5. Key Concepts Scheduling is Modelling Static & Dynamic Scheduling Progressive Elaboration Time - Calendars (FY) Project Schedule Working Time/ Days Duration vs Work Measurement WBS & Rolling Wave Planning Task Types Tasks Dependencies Project Progress Rate & Project Status © PM Clinic 5
  • 6. Scheduling or Multi Player Game © PM Clinic 6
  • 7. Master or Assistant © PM Clinic 7
  • 8. Scheduling is Modeling © PM Clinic 8
  • 9. Static & Dynamic Scheduling Original Schedule Static Schedule Baseline Schedule Reference Schedule Actual task progress impact successor tasks Vs Second Schedule Dynamic Schedule Forecast Schedule The dates are continually recalculated and reforecast when you enter progress information or make other changes. The forecast schedule helps you identify slippages relative to the original schedule. Because this is a dynamic model, it also helps you find ways to quickly reduce slippage. © PM Clinic 9
  • 10. The Living Project Schedule • Project planning isn’t just an activity for the start of the project--the project plan must be a living, evolving document that is updated and changed on a regular basis. © PM Clinic 10
  • 11. Progressive Elaboration – Moving From the Unknown to the Known Progressive elaboration, is defined by PMBOK*as “continuously improving and detailing a plan as more detailed and specific information and more accurate estimates become available as the project progresses, and thereby producing more accurate and complete plans that result from the successive iterations of the planning process”. © PM Clinic 11
  • 12. Understanding Time - Calendars Gregorian/ Hizri/Thai Buddhist Calendar Year Month 1 Month 12 Week 1 Week 2 Week 3 Week 4 Day 1 Day 7 Hour 1 Hour 24 © PM Clinic 12
  • 13. Project / Resource/ Tasks Calendars Working Hours [8-5/ 9-6] Holidays Consultants Availability Project Offshore Team Calendar Calendar © PM Clinic 13
  • 14. Duration vs Work How Big is Project: Work Size How Long Project Can Run: Duration Time : Person Days, Person Week, Person Time : Days, Week, Months, Years Months, Person Years 500 person months Duration : 10 months 25 person working for 20 months = 500 Person Months 50 Persons working for 10 months = 500 Person Months Project Work = Duration X Dimensions Resource Units 500 = 10 X 50 © PM Clinic 14
  • 15. WBS- Work Breakdown Structure A detailed, well-defined WBS is created for immediate period of clarity, and only milestones are highlighted for the rest of the project. Level 1 Level 2 Level 3 Rolling Wave Planning – WBS Level © PM Clinic 15
  • 16. Tasks Types e.g. wet paint on cars may Fixed Duration take 2-3 hours to dry before next work can be done on cars Fixed Resources/ Efforts/ Fixed Unit Budget e.g. To move a long table, you require 2 people Fixed work size which is having linear relationship to duration Fixed Work and resources assigned for execution © PM Clinic 16
  • 17. Tasks Types Fixed Work Work = Duration X Resources (units) 50 Person Days = 5 Days X 10 Resources Change in one unit, trigger re-computation of other factor while base type column remains fixed © PM Clinic 17
  • 18. Tasks Dependencies Concepts Hard Dependency : Once Paint on walls is dry only then next work can be done on walls, Another example - Walls needs to be built first before roof can be made. Soft Dependency : Once some programmer is available, previous application defect can be fixed. It’s about availability of resources. Time Lag: Time difference between finish of task 1 and start of task 2. Task 2 may have to wait post Task 1 completion. Overlap: Time Period in which both tasks run in parallel. Some tasks can be started 2-3 days before of previous tasks completion © PM Clinic 18
  • 19. Tasks Dependencies Types Dependencies are the relationships of the preceding tasks to the succeeding tasks. Tasks may have multiple preceding tasks and multiple succeeding tasks. The most common dependency relationship is a finish-to-start relationship. Finish to Start Build Columns/Walls Build Roof © PM Clinic 19
  • 20. Tasks Inter Dependencies Finish to Start Time Lag Paint a car Polish the car © PM Clinic 20
  • 21. Tasks Dependencies Types 10 s Start to Start Fill Car Fuel Tank Change wheels © PM Clinic 21
  • 22. Tasks Dependencies Types Finish to Finish Predecessor task [FF] The successor task cannot finish until the predecessor task finishes. successor task Start to Finish Predecessor task [SF] The successor task cannot finish until the predecessor task starts. successor task © PM Clinic 22
  • 23. Project Baselines Project Approved Timelines is referred as Project Baseline. Project actual performance is measured against this (goal). % Completion 120 100 94 97 100 88 91 78 80 68 58 60 48 38 40 33 28 23 18 20 7 9 11 13 3 5 0 Wk-1 Wk-2 Wk-3 Wk-4 Wk-5 Wk-6 Wk-7 Wk-8 Wk-9 Wk-10 Wk-11 Wk-12 Wk-13 Wk-14 Wk-15 Wk-16 Wk-17 Wk-18 Wk-19 Wk-20 © PM Clinic 23
  • 24. Project Progress Rate vs Status Car Journey – Distance/ Speed/ Fuel Distance : 300 KM, Speed : 50 KM Per hour, Mileage: 20 KM/ Liter © PM Clinic 24
  • 26. Concepts Implementation in MS Project Tools/ options [Configuration/ Product Setup] Calendar/ Schedule/ View Calendar Setup Holidays/ Work Weeks Project Information Timescale [ Bottom/ Middle/ Top Tier] Tasks (Duration & Work) Tasks Type Task Dependencies Project Guide © PM Clinic 26
  • 27. Select Project Calendar Type Tools - > Options - > View Tab Define Calendar Type to be used © PM Clinic 27
  • 28. Setup Time Units & Working Time Tools - > Options - > View Tab Define First day of Week and First Month of a Year Define working time Define Time Units © PM Clinic 28
  • 29. New Calendar Setup Tools - > Change Working Time Setup Custom Calendars Define Work Days in a Week © PM Clinic 29
  • 30. Duration/Work Unit Setup Tools - > Options - > Schedule Tab Duration Time Unit Default Work Unit (person hours/ days) © PM Clinic 30
  • 31. Customize Time Scale Format- > Time Scale Select Time Unit © PM Clinic 31
  • 32. Project Information Project - > Project Information Project Start Date Project Base Calendar (Choose Custom Calendars) © PM Clinic 32
  • 33. Setup Default Task Type Tools - > Options - > Schedule Tab Default Task Type Fixed Unit Fixed Duration Fixed Work © PM Clinic 33
  • 34. Task Type relationship to work © PM Clinic 34
  • 35. Tasks Dependencies Types Double Click on any Task or Press Shift + F2 Click on Predecessors Tab Impact tasks Task work/duration of units Dependencies re-computation when any one of them is modified © PM Clinic 35
  • 36. Project Guide View -> Turn on Project Guide Follow recommended project setup guidelines © PM Clinic 36
  • 37. Showing Project Status in Gantt Chart Status Date [Friday] Current Date [Monday] © PM Clinic 37
  • 38. MPP Examples © PM Clinic 38
  • 39. Next Webinar • Project Multiple Baselines & Variances • PERT Estimation • Assignments • Critical Path Analysis • Updating Work Progress • Project Status Reports (Weekly Progress) • Project Status Reports (Milestone Variance) • And many more …… © PM Clinic 39
  • 40. Presentation copy available for download at Presentation is available on http://slideshare.net/jaiveer http:// project-management-practice.blogspot.com @thepmclinic http://www.facebook.com/pmclinic Email: contactus@pm-clinic.com askpmclinic@gmail.com © PM Clinic 40