How to Track Schedules, Costs and Earned Value with Microsoft Project By Akram Najjar Table of Contents

Transcription

1 How to Track Schedules, Costs and Earned Value with Microsoft Project By Akram Najjar Table of Contents

2 Table of Contents 1.0 Introduction Guidelines and Exclusions Downloading the Supporting Files A Global Example - An Apology The Generic Workflow for Cost Tracking and EVA in MSP What EVA Fields Does MSP Provide?... 9 Workout 1: How to Customize a Field with Formulas (TCSPI) What Options do You Need to Set for Cost Tracking and EVA? Where to Enter and View EVA Data in Microsoft Project Set the Baseline for Comparative Analysis Workout 2: Set Baseline for the EVA Project Workout 3: Set A Second Baseline for the EVA Project What to Report to Track a Project's Progress? Track your Schedules: at the Task Level Workout 4: How to Use the Status and the Current Dates Workout 5: Interpret the Columns on the GANTT Tracking Table Workout 6: Other Ways to Enter Tracking Data onto the Task Workout 7: Enter the Actual Start Date for a Task Workout 8: Enter the Actual Finish Date for a Task Workout 9: Enter the Actual Duration for a Task Workout 10: Enter the Remaining Duration for a Task Workout 11: What Happens when In-Progress Tasks are Split? Track your Schedules: at the Assignment Level Workout 12: Enter the Actual Start for an Assignment Workout 13: Enter the Actual Finish for an Assignment Track your Costs: at the Task Level Workout 14: Enter % Complete for a Task... 53

3 Workout 15: Option: Updating Task Status Updates Resource Status Workout 16: Enter % Work Complete for a Task Workout 17: Enter Physical % Complete to Update BCWP Workout 18: Enter Actual Work (by hour) for a Task Workout 19: Enter Remaining Work for a Task Track your Progress using Various Facilities Workout 20: Use the Update Task Form Workout 21: Update the Project as Scheduled Workout 22: Reschedule the Whole Projects or Parts of it Workout 23: Add Progress Lines onto Your Gantt Chart Workout 24: Add Multiple Progress Lines Workout 25: Option: Move Start of Remaining Parts before Status Date Report your Actual Costs: at both Levels Workout 26: Cases 1 and 2: Microsoft is to Calculate Actual Costs Workout 27: Case 3: Costs are Prorated and Spread to the Status Date Workout 28: Case 4: Entered Costs Spread According to Completed Work 106 Workout 29: Case 5: Entered Costs are NOT Proportional to Worked Hours Track your Costs: at the Assignment Level Workout 30: Show that we Cannot Enter % Complete at Assignment Level Workout 31: Enter an Assignment's % Work Complete Workout 32: Enter an Assignment's Actual Work Workout 33: Enter Remaining Work for an Assignment Workout 34: Enter Planned Overtime to Reduce Over-Allocation Workout 35: Enter Actual Overtime Work for an Assignment Workout 36: Enter Unplanned Actual Overtime Work Track Material Consumption: at the Assignment Level Workout 37: Enter Actual Material Usage for an Assignment

4 18.0 Track Other Costs: at the Assignment Level Workout 38: Enter Actual Cost against Cost Resource Assignments Workout 39: Can we Use Fixed Costs instead of Cost Resources?

5 Workouts Workout 1: How to Customize a Field with Formulas (TCSPI) Workout 2: Set Baseline for the EVA Project Workout 3: Set A Second Baseline for the EVA Project Workout 4: How to Use the Status and the Current Dates Workout 5: Interpret the Columns on the GANTT Tracking Table Workout 6: Other Ways to Enter Tracking Data onto the Task Workout 7: Enter the Actual Start Date for a Task Workout 8: Enter the Actual Finish Date for a Task Workout 9: Enter the Actual Duration for a Task Workout 10: Enter the Remaining Duration for a Task Workout 11: What Happens when In-Progress Tasks are Split? Workout 12: Enter the Actual Start for an Assignment Workout 13: Enter the Actual Finish for an Assignment Workout 14: Enter % Complete for a Task Workout 15: Option: Updating Task Status Updates Resource Status Workout 16: Enter % Work Complete for a Task Workout 17: Enter Physical % Complete to Update BCWP Workout 18: Enter Actual Work (by hour) for a Task Workout 19: Enter Remaining Work for a Task Workout 20: Use the Update Task Form Workout 21: Update the Project as Scheduled Workout 22: Reschedule the Whole Projects or Parts of it Workout 23: Add Progress Lines onto Your Gantt Chart Workout 24: Add Multiple Progress Lines Workout 25: Option: Move Start of Remaining Parts before Status Date Workout 26: Cases 1 and 2: Microsoft is to Calculate Actual Costs Workout 27: Case 3: Costs are Prorated and Spread to the Status Date

6 Workout 28: Case 4: Entered Costs Spread According to Completed Work Workout 29: Case 5: Entered Costs are NOT Proportional to Worked Hours. 109 Workout 30: Show that we Cannot Enter % Complete at Assignment Level Workout 31: Enter an Assignment's % Work Complete Workout 32: Enter an Assignment's Actual Work Workout 33: Enter Remaining Work for an Assignment Workout 34: Enter Planned Overtime to Reduce Over-Allocation Workout 35: Enter Actual Overtime Work for an Assignment Workout 36: Enter Unplanned Actual Overtime Work Workout 37: Enter Actual Material Usage for an Assignment Workout 38: Enter Actual Cost against Cost Resource Assignments Workout 39: Can we Use Fixed Costs instead of Cost Resources?