microsoft project

Microsoft Project Management a Glossary of Useful Terminology



The purpose of this article is to go through the main components and terms used in Microsoft Project and make them easier to understand. Project planners speak in a short hand that often excludes even computer literate individuals.

Project software and project management is very jargon laden this article will attempt to simply key project jargon for a new user. I for one have seen a dozen people sitting around a project plan discussing whether the new WBS might help the variance between the baseline plan and the project actual only the project planner who was talking really knew what was going on.

What is a Project?

A project is any discrete set of interconnecting task with a defined start and end date. For example moving an office from location A to B would have a defined start date and a finish date culminating in a final launch party.

What are Tasks?

A task is any piece of work requiring effort. For example moving offices might require 4 hours of work effort.

Durations

Work and duration is not always the same thing. Monday to Friday I may have a five day task in duration writing a report but my intention is too only spend 50% of my time (work effort) on it.

Milestones

Some tasks have no duration. Mile stone tasks have zero duration. Let’s say that during a project moving an office from A to B a decision needs to be made between two similar sites. This meeting to decide the location would be described as a stage or milestone. Milestone tasks are displayed by default in MS Project with a diamond shape.

Linking Tasks

Everyone understands the concept that one task finishes; let’s say distributing boxes and the next one begins packing files. This is a linear of the world. The reverse is also true one task cannot finish until another has begun. For example the canary down the coal mine cannot retire until the new air monitoring system is up and running. It is also possible that two tasks could start at the same time. In the new offices one tradesman could be laying carpet tiles in the same room at the same time as a painter tackling the ceiling. Similarly two tasks could have a finish to finish relationship packing the furniture and computer might have a finish to finish relationship with each other in readiness for the next task of moving everything to the new office. A final possibility might be that two tasks have no logical relationship with each other but just need to be independently completed before the project is completed.

Format Time-scale

If a hospital was creating a template for the perfect heart bypass operation they would be working in hours and minutes but if London Underground were replacing an escalator they would be working in day, weeks and months.

Network Diagram

It is possible to view your project plan in many ways one is a network diagram which is a flow diagram to show how the tasks relate to each other

Gantt chart

This few shows the task names on the left hand side of the screen and displays the tasks as bars on the right hand side underneath a time scale. Gantt charts were initially named after a planner called Henry Laurence Gantt who worked as a mechanical engineer famous for his highly visual scheduling and monitoring diagram. Gantt Charts are drawn to display planned and actual project progress. A commonly accepted project management instrument these days, it was an innovation of world-wide significance in created while ship building during World War 1. Gantt charts were subsequently used to monitor large construction projects like the Hoover Dam started in 1931 and Terminal 5 at Heathrow in London.

Critical Path

The shortest route through a series of interrelated tasks. Should a task on the critical path slip then the end date of the project would be jeopardized.

Critical Path

Most projects contain a large number of tasks. The critical path is the order of tasks that must be finished for the project to be considered complete. This path dictates the final finish date of your project plan.

The critical path is not primarily a list of vital tasks. It is a specific sequence of tasks, each task depending on the last.

As the project progresses, different sequences might be named as critical. Consider a project with two vital task sequences which we’ll call selecting the new office site and Moving in to new offices. At the onset, the first task is projected to take 9 months and the second is projected to take 6 months. Since the first task will take longer and is deemed as being on the critical path.

After three months work, should the first task perform ahead of schedule with a new estimate of 5 additional months more while the second has been delayed by three moths the latter task would now be on the critical path?

What is a Critical Task

The definition of a critical task is any task that with a change of duration may positively or negatively affect the end date of the project if delayed

Tracking the Critical Path

The Gantt chart and network diagram two classic views in MS Project will display critical tasks and links in red automatically to make these tasks easier to observe and report.

Slack Time

Total slack is the amount of time that lies off the critical path. In other words changes to the duration of these tasks may or may not affect the critical path.

Slack is the amount of time a task can be delayed and still be on schedule. A 5 day task with a 10 day deadline has 5 days of slack. A task with no slack is automatically critical. Imagine two tasks due to finish at the same time. Packing computer equipment with one day of duration and packing files with four days duration. If they both started at the same time the pack equipment tasks would have three days of slack.

Project Calendar

At its simplest this means remember to put in the bank holidays. Otherwise at a meeting when someone notices a task that may be should have happened on a Monday slips to the

Task Constraints

There are two main types of constraint in project called soft constraints and hard constraints. An example of a cost constraint would be when moving an office from A to B disconnect the computers as late as possible so people can still send and receive emails. No specific date in mind. As an example of a hard constraint imagine that when the office has moved the computers need setting up and you need to book in a network engineer. This would be an example of a hard constraint the work must be executed on that booked day.

Splitting Large Tasks

Some times a task name might be too general to manage. You might have a task called Selecting the site (duration 20 days). However, this could by split down into smaller tasks known as subtasks i.e. within the larger task Plan the move there might be smaller task to talk to a solicitor, draw up site layouts for prospective sites, check transport links etc. When linked din this way the major task is referred to as a summary bar.

Project Resources

These are the people, rooms, equipment, Materials that will be used or consumed by the project. These resources can be prioritized so that if for example a solicitor was over allocated work and expected to complete to reports each taking ( 8 hours) on the.

It would be possible to use different techniques to level out their workloads
Resources also have calendars which can be used to enter their holidays and also any delays in their schedule caused by sickness for example.

Lags leads and Delays

When moving an office from A to B half way through the task of distributing boxes presumably some one has a box therefore packing could begin. Or you could say 1 hour into the task distributing boxes the task of packing could begin.

An alternative could be the new office is being painted so a lap or gap of 2 days might be left for the paint to dry before the new carpets are laid.

A delay is different to a lag. Imagine the painter were due to start painting on the Monday but didn’t arrive on site to scheduling error until Tuesday this would be an unforeseen delay

Resource Driven v Fixed Duration

If it takes 1 day for a driver to get from London to Glasgow how long would it take two driver? Of course the answer is the same maybe longer if they chat. However, if two people are packing files instead of one you would expect the task to be complete quickly, the first example is fixed duration and the other is resource driven

Tracking & Baseline Plans

If you imagine your project plan is a boat race between Oxford and Cambridge. Your Boat is Oxford (the schedule what you have told your colleagues will happen) tracking allows you to create a second boat Cambridge which is what actually happened. Every task in your schedule is a boat with an alter ego boat to track what actually happened. You can see which tasks started and finished earlier or later than expected. This is called tracking the variance between the base line plan (the schedule you have set or announced and the actual outcome

Project Costings

It is also possible add cost information to both tasks and resources. It could be that distributing boxes as a task has a fixed cost of

Texas Allied Petroleum Has Achieved Success Through A Skilled Teams Efforts

Texas Allied Petroleum was launched on November 2005, in Austin County in the state of Texas. In this short term of 6 years it has made a very commendable position in the field of oil and natural gas development. The company’s success is mainly due to its expertise and determination in satisfying their customers’ demands.

They have administered to emphasize an outstanding and stupendous place in the oil and gas industry, at this young age. All the credit of their success goes to the live assets of the company that is their team of employees.

Success of TAP is due to its United Team Work

The reason of the company’s accomplishment is its articulate services to their customers due to which they have created a wonderful reputation in the oil market. Their project management of each new venture for oil wells is really adorable from start to finish. The skilled executives are very creative in doing the fundamental core planning of administrating the Texas Allied Petroleum organization. This unique way of acknowledging their success in less than ten years, can only be given to the laudable leadership and the organization’s team spirit.

An adroit and keen team handles the technical part of the mission in propping up the research constantly. Even though the team is very skilled and experienced with practical understanding in their relevant fields, still they endure steady training to keep them updated and sharpen their skills. They are always on a way to find new strategies and use the advanced technologies in their work of investigating for crude oil under the ground.

Acknowledgement of TAP

Texas Allied Petroleum has an astonishing act of generating new records, which has been developed and based on the output of competent leadership and workforce in the field. In a very short time of 24-hours TAP extracts 5, 00,000 cubic feet of crude oil, which is a noteworthy performance for a new organization. This feat discriminates them from other organizations in this same field.

The Main Pass 35 project involves 15 copious wells that are located offshore from Plaquemines Parish, and Louisiana. In Kansas, they also obtained success in the checking and drilling venture at the Coffee County oil well, which is 2,200 feet deep. The Wilson/Todd project was also successfully screened and drilled and consequently in such a short period they have become financially strong to buy a 300 acre fossil oil field at the Henry Crooks across Lavaca County, Texas.

MS Project 2010 – Review by a Project Manager



In this article I will cover a few of the major changes of MS Project 2010, for a more in-depth view, and a chance to download the beta version of MS Project 2010 visit the Microsoft site.

Let me start by saying that I have been using MS Project for over 10 years now. It’s always been a love hate relationship. Often for smaller projects I would turn to using Excel, its flexibility gave me be ability to quickly organize and change project tasks.

So when I had a chance to talk to the Microsoft Project marketing team, and they remarked that the improvements made were as a result of integrating Excel like flexibility, they had my full attention. In fact did you know that the number one competitor to Project is Excel. The guys at Microsoft finally figured out that they were their own competition, and after more than a decade decided to do something about it.

Project Server 2010, a quick side note.

Collaboration seems to be Microsoft’s new favourite word. You cannot talk to one of their PR people without it being mentioned at least a dozen times in 5 minutes. Not having much experience with this product I will leave its review to those more qualified, I will touch on a couple of key points.

Integrating Project Server with SharePoint allows easy publishing and sharing of Project Plans. Equally important is the ability for project staff to update the plans with new tasks as well as their progress. For many this can be a useful feature, especially when dealing with teams that are not all at the same location.

The Review

There are two versions of MS Project 2010: Standard and Professional. Let me start by saying – if you are Project Manager, or work in such a capacity, get the Professional version. Many new innovative and useful features are in the Professional version. The official Microsoft line is that the Standard version is for project managers who don’t need collaborative tools. All I can say is that many of the new features are equally useful as standalone features, and while I don’t want to accuse Microsoft of a bait and switch, in my eyes they lose a few good will points on this one.

The New Look

The first thing that will strike most users, who have used the previous version of MS Project, is the new Ribbon toolbar, keeping with the UI changes across the MS Office suite, Project 2010 has joined the ranks.

The introduction of the ribbon tool bar has been the subject of many debates, so I feel there is no reason to start another one here. Suffice it to say, lover it or hate it, it’s here and it’s here to stay.

Excel like Flexibility

When they spoke of more Excel like functionality, what struck me as the closest link is the ability to switch to Manually Schedule mode. You can create tasks without duration or dates, filling in the required fields as the information become available. Microsoft also refers to the top-down approach to creating tasks. Allowing you to create a Parent task first, adding subtask and milestones which may have dates that do not match, but you can adjust at a later time.

This feels more natural to the way most people organize their projects. Allowing for easy shifting of tasks and associated information will give most Project users the ability to work easily with large and small projects, especially if using methodologies such as RUP or Agile.

It should also be noted that the copy and past functionality has been enhanced. Now when you copy and paste your information into a spreadsheet, the formatting such the indentation of sub-tasks will remain. However, when using the Save As – Excel file option, the formatting will not be transferred.

I should add here that I was also hopping Microsoft had found a way to copy the Gantt chart view as well, however this functionality will not be available, and there are no plans in the foreseeable future to do so.

Inactive Tasks

Professional version only, flag tasks as inactive and still keep them in your project plan. Should you have a task that is currently not required, but it or its associated information may be of use at a later time, flagging a task as inactive gives you the best of both worlds. Project will ignore the inactive task, until you decide to reactive it.

Team Planner

Professional version only, simply put it’s a manual resource lever. Unlike the Automated Resource Lever (which still exists) in previous versions, you can drag and drop tasks to different resources as required & ensure that no one is over/under allocated as you see fit.

TimeLine View

(Correction: I had previously, stated that the TimeLine view was in the professional version only. However one of the internal Microsoft people had pointed out to me that this feature is available in the standard edition. After double checking the information this article now shows the updated information as of: April 16th, 2010)

Probably one the most striking features of the new MS Project. Certainly it’s one of the first things that the Microsoft’s marketing team is always quick to point out. The other handy feature of the time line is the View Slider. A portion of the Timeline view is highlighted, by moving the highlighted section, your Gantt chart will move with it. As well you can expand or contract the Gantt chart as you expand or contract the View Slider across the TimeLine view.

It’s easy to export, or cut and paste, into your e-mail, presentation or whatever your needs may be. And the formatting, such as the color pallet or size, can be modified even after pasted into another application. I have heard many project managers comment that this option alone is worth the upgrade, and yes next time I have to show a quick timeline of the project this will come in handy.

What was taken out

A few items were removed, Microsoft’s reasoning was these were outdated & rarely used features that caused made the software unnecessarily big and slow.

Custom Forms – the ability to create and use custom forms through the user interface. OWC resource availability graphs Some – Add-ins, sample macros, and project guide> Pert Analysis Copy picture (no longer automatically creates an Office document and cannot export to the JPG format) Format Duration ResMgmt Task Entry Rollup Formatting Toggle Read only Update File

I have no doubt that someone resourceful will create a third party add-on to put this functionality back in, so if you are one of the few that relied on these features in the past, don’t lose hope.

The Final Word

Most of the previous features work as they have before, the new ribbon bar may make this easier to find, but the nuts and bolts are still the same. The Automated Levelling Resources option, which we all love to hate, will still push task out to infinity. And sharing resources from a pool is still requires a creation of a separate project file with resources to link to.

It should be noted that any Schedule you create with MS Project 2010, can be opened with Project 2007, some formatting may be lost, but for the most part the information will be all there.

A word to Microsoft. Thanks, just one thing, I don’t know many professionals that switched to Project 2007. It really had no significant upgrades, majority of Project Managers I know of stayed with 2003, which is not compatible.

Inside source say that MS Project 2010 is ready to go now, however it will not be release until Office 2010 is ready to ship. So expect it in the third quarter of 2010.

Unconfirmed reports tell me that the price for the Standard version will be around $250.00 while the Professional version could run as high as $750.00 per copy.

Finally, despite some of my reservations, as someone who relies on MS Project as part of his everyday job I am looking forward to the new release and will probably get it as soon as it comes out.