Introduction
- Workshop overview and objectives
- Discussion of Workshop Structure and Methodology
Schedule Development Process
- The 9 Steps for Schedule Development
- Source Material for Schedule Development
Part 1 – Hands-on Microsoft Project (MSP)
Workshop Files
- Agenda and overview of MSP schedules used in Part 1
Laying the Groundwork
- Definitions
- MSP User Interface
- MSP Navigation
- Entering Project Properties
- Setting MSP options
Calendars
- Overview – how calendars impact the schedule
- Standard workweek
- Building, modifying and assigning calendars in MSP
Tasks
- Task Names, IDs & Unique IDs
- Task Durations
- Auto Scheduled and Manually Scheduled Tasks
- Adding Tasks in MSP
Functions and Features in MSP
- Columns & Fields
- Add/Delete
- Undo/Redo
- Copy/Paste
- Add/Move/Delete
- Organizer
Task Views and Settings in MSP
- Modifying and saving Task Views
- Displaying and Modifying Task Details
- Customizing the Gantt chart
Code/Filter/Group/Sort
- Overview
- Building Code Lists in MSP
- Assigning Codes in MSP
- Filtering, Grouping, and Sorting in MSP
Milestones, Summaries & Hierarchical Structures in MSP
- Milestones
- Summary Tasks
- Work Breakdown Structure Examples
- Outline Codes and Hierarchical Structures in MSP
Using the Task Tab
- Features of Task Tab
- Fonts
- Editing
Network Fundamentals
- Precedence Diagramming Method (PDM)
- Relationship Types
- Forward Pass Calculations – Early Dates
- Backward Pass Calculations – Late Dates
- Relationships in MSP
Critical Path Method
- Definitions & Fundamentals
- Total Slack
- Free Slack
- Calculating Total Slack and Free Slack in PDM
- Critical Path in PDM
- Critical Path methodology in MSP
- Critical path analysis in MSP
Project Modeling Techniques
- Lags, leads, constraints, and deadlines
- Using modeling techniques in MSP
- Templates
Resources
- Definition and Discussion of Resources
- Labor, Material, Subcontract, Other Direct
- Adding Resources to MSP
- Assigning Resources to tasks in MSP
- Resource Analysis in MSP
Baseline in the IMS
- Definition of Baseline
- Elements of Baseline in MSP
- Display of Baseline in MSP
- Snapping the Baseline in MSP
Additional Work with Views
- Customizing Views
- Split Views
- Bar Styles
- Layouts
Additional Filter/Group/Sort Work
- Complex Filtering
- Complex Sorting
- Follow Along Demo
Formatting Tab
- Use of the Format Tab
Statusing a project
- Statusing overview: Completed, in-progress and future activities
- Physical % Complete vs. Duration % Complete
- Task Types
- Step-by-step schedule update process in MSP
- Mark on Track Function
- Task Inspector
- Critical path analysis
Task Information Screen
- Locating and Using Task Information Screen
Additional Topics (provided to attendees in PDF, but only covered by instructor if time permits):
Import/Export
- Import Process
- Export Process
Reporting & Analysis
- Charts
- Diagrams
- Reports
Part 2 – The Earned Value Environment (Integrated Master Schedule)
The IMS in EVMS
- Budgets (BCWS)
- Earned Value (BCWP)
- ETC and EAC
- The Place of the Schedule in a Complete Project Management System
IMS Requirements for EVMS
- DI-MGMT-81861 and DI-MGMT-81861B
- Requirements for Structures
- Requirements for the Integrated Master Plan (IMP) and Milestones
- Requirements for Attributes
- The Compliance Matrix
The Example Project
- Project Statement of Work
- The WBS
- The Transmission design Control Account
- Control Account Work Authorization
Critical Path Method in the EV Environment
- Overview of constraint methodology for finding Critical Path & Driving Path
- Identifying and coding the Critical and Driving Paths in the MSP Example Project
- Negative Slack
Schedule Traceability
- Horizontal Traceability
- Vertical Traceability
- Hands-on analysis in the MSP example project
WBS/Milestones/EVM Structures
- WBS
- WBS Dictionary
- Milestone Categories
- Elements of Cost
- Statement of Work
- Hands-on analysis in the MSP example project
Integrated Master Schedule (IMS) Data Fields
- Requirements
- Codes
- Compliance Matrix
- Data Dictionary
- Custom Fields
- Schedule Visibility Task (SVT)
- Schedule Margin
- Hands-on analysis in the MSP example project
Best Scheduling Practices & Schedule Health Analysis
- PASEG GASP – Generally Accepted Scheduling Principals
- DECM tests for Schedule Health – Relationships, Durations, Slack and more
- DCMA 14-Point Schedule Health
- CEI – Current Execution Index
Additional Topics provided to attendees in PDF, but not covered by the instructor:
Project Status
- Hands-on Analysis of Initial Status in the MSP Example Project
- Hands-on Analysis of Second Status in the MSP Example Project
Forecasting the Estimate-to-Complete (ETC) in the IMS
- Best practice Forecasting
- Remaining Duration and Remaining Work
- Hands-on analysis in the MSP example project
Critical Path Characteristics – Fact or Fiction?
- Hands-on Analysis of Initial Status in the MSP Example Project
- Hands-on Analysis of Second Status in the MSP Example Project
Schedule Risk Assessment (SRA) Overview
Reporting & Analysis
IMS Review
Adjourn
