MS Project Tips and Tricks|
How to Videos
Set Status Date
Locate tasks for updating
Work = Units x Duration
Updating Tasks without Resource Assignments
Outline Codes for IMP/CWBS
Updating Tasks with Resource Assignments
Importing External Macros
Customize Existing Ribbon
Path Tracing (Manual Filter)
Project Compare Report
Define Percent Complete
Microsoft Project has three measures of Percent Complete:
Duration percent complete (%Complete), Work Percent Complete (%Work
Complete) and Physical Percent Complete (Physical%Complete). They all
mean different things. The white paper attempts to explain the differences.
Physical Percent Complete
Once a user decides to adopt Physical Percent Complete as their Earned Value Method, this white paper gives some tips and tricks on how to change views and set the backstage properly..
What Percent Complete Should I be?
This is probably the most common question people ask and I am amazed
why they do not know the answer. The answer is really a question:
"What %complete did you plan to be?" A percentage
is dividing two numbers. What is your numerator and denominator? The
denominator is the key and the units have to be consistent. Once you
understand the three definitions of Percent Complete and if you are
accountable to your baseline or forecast, then you can answer the question
by reading the white paper.
Stoplights (Red Amber
Green - RAG Indicators)
This is pretty much up to you and are related to how much
progress is being claimed on a project compared to where it should be.
This white paper explains a little bit about putting stop lights in a Project file.
You can gather some more information about "Expected Complete" for use with
this calculation by reading the white paper on "What Percent Complete Should
Earned Value "S" Curves
Want to make an "S" curve for your
Earned Value data? Watch these demos:
Exporting MS Project 2003 data to Excel
Preparing the Excel Data
Creating an "S" Curve in Excel is really a matter of using that Excel chart
wizard. Just remember to keep the cumulative and discrete data on two
separate axes and all is well.
Marching through a schedule plugging in a %Complete will not accurately status
your schedule. As a matter of fact, it will more than likely damage the schedule
logic. Think about the status date in relation to the task time line. You
need to concern yourself with the Actual Start date, remaining duration and
remaining work. They are the important parameters.
The four shalls:
If you do those four things, you probably have 80% of it covered.
- There shall be no task with a start date left of status date with 0% Complete,
establish a new start date if necessary.
- There shall be no task with a finish date left of the status date that is not
100% complete, establish a new finish date if necessary.
- There shall be no task with a %Complete>0 with a start date to the right of the
status date, you did not do the work in the future.
- There shall be no task claiming 100% Complete with a finish date to the right of
the status date, the latest this task can finish is the status date.
Fixed Work Breakdown Structures
While the WBS features in Microsoft Project are robust and powerful, sometimes it becomes necessary to create your own Work Breakdown Structure and
force the program to live by an external WBS provided by stakeholders. The white paper gives step by step instructions to creating a Custom Outline Code field to assist in this situation.
Predecessor and Successor Relationships
Most people understand the meaning of a Finish to Start
relationship. Others expand their scheduling prowess to include other
dependency types such as Start to Start and Finish to Finish relationships.
This white paper discusses the relationship among these dependency types and
why it is important to have traditional dependencies as well.
Risk Register and Schedule/Budget Implications
The attached white paper discusses bi-directional tracing of risks between the Integrated Master Schedule
and the program Risk Register. There are plenty of items to consider, it is more than placing an ID from a spread sheet into the
schedule. There are implications to how the schedule costs, and the schedule work packages reflect the risks.
My COM Add Ins do not work
times items such as the Analyze Time Scaled Data in Excel just do not seem
to work properly. This is common with the Project Compare utility as well.
The attached document shows you how to re-add (or jump start) these feature
in MS Project.
Project Day Numbering
Project presents schedules by calendar date and this cannot be
changed. It is still possible to show a schedule with a horizontal time
scale of "Day 1, Day 2" and individual task dates with start and finish
dates given as "Day 1" or "Day 2". This white paper explains how to do
it with two Text fields and two formulas. Project 2010 is not as fussy
with this scenario.