class-notes-5-tutorial-ms-project-28042025-101858am.pdf

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About This Presentation

Project management


Slide Content

ILLINOIS INSTITUTE Y

OF TECHNOLOGY
tr rotor nta 000

CS 587 Software Project Management

Instructor: Dr, Atef Bader

MS Project Tutorial

MS Project in Labs:
vailable in Segal Hall Lab in Main Campus Prepared by
able in Room 210 Fice Campus Milton Hurtado

How to get MS Project ?

@ Download MS project from following link
http://www. microsoft.com/office/project/

Embarking new Project

© Go to file, select new. This
will open a screen for blank
project click ok. salto (EE
You can now enter your
project information viz. start
date, finish date and also Current date: [ose
how would you like to status date:
schedule the project from Calender: [anders
either start or finish date.
You can also chose selection
if you will be using night
shifts.

Bish dete:
Schedule from: [Project Start Date

Al tacks begin as soon as possbie

Gantt Chart

% Select Gantt Chart view from the view menu.

> You'll have a spreadsheet where you can now enter information
of all the activities

i.e. task name, duration, start date, end date, predecessors and
various other fields.

® You can enter required information in two ways, in spreadsheet
or when you double click on cell you get pop up window in
which you can enter all the information of that particular
activity.
For predecessor activity you need to write activity number.

® The SW itself will calculate start and end date.

> Now the Gantt Chart is complete.

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Adding tasks and milestones to a Project File

On the View menu, click Gantt Chart
In the Task Name field, type a task name, and then press TAB. (Microsoft Project enters an estimated
duration of one day for the task followed by a question mark)
In the Duration field, type the amount of time each task will take in months, weeks, days, hours, or
minutes, not counting nonworking time. (By default the time period will be days, but that can be
changed to hours, months, etc.)
Press ENTER
It should look like the figure below
© Tasks uration | [Jen 19,0
Smtwirlels
achat 2 days

Ca

To add a milestone the only difference is that the duration of the activity must be zero (below is an
example)

© raser uration | LL =
sul wIrIEIs
Activity 1 Odays @ 1

EFE

Note: By double clicking on a Task or milestone, you can modify its information with a form that prompts

Grouping Tasks in Logical Order „=...

000

Outlining helps organize your tasks into more manageable chunks. You can indent related tasks under a more
general task, creating a hierarchy. The general tasks are called summary tasks; the indented tasks below the
summary task are subtasks. A summary task's start and finish dates are determined by the start and finish dates
of its earliest and latest subtasks.

Gick once on the first activity of the group of activities you want to group. For the example Activities 4
and 5 Cee Dureiion | [Jan 18, 03 y

a ET

Then click on the option “New Task” in the “Insert” Menu to insert a new task that will represent the
name of the group ("Group 1” for this example)

Rs te
Ava a Tran m
Active $ day =

Then select the tasks below (4 and 5) and then click in the option “Outline-Indent” in the “Project
Menu
4 = Group1 1 day
tay
1087

Creating Relationships Between Tasks PEN

A network of tasks in a project must be connecting activities from the start to the end, to establish these relationship
we need to use the field “Predecessors’ of each task, where we can designate which activity will be preceding the one
we are updating, in the example below we will indicate MS project that “Activity 5” can start once “Activity 4” is
completed (Finish to Start relationship)

© [Teck name Duration |Predeoessore | 3,03
TWIrlels

Alvy ET =
1 day

1 ey

=
m
= Group t 2days —

Aca 1 day
cas D |

Notice that by establishing the relationship now the Group 1 takes 2 days to be completed, because before, the
activities were set to be performed in parallel, and now they are in series (Finish to Start relationship)

Note: MS project will calculate dates based on the durations of the tasks, their relationships and the start date
set for the project, however it is possible to change the starting date of a task (if necessary) By double clicking
on a Task or milestone, and using the fields related to the dates (Start or Finish)

Assigning Resources to Tasks

000

You can use the Resource Sheet in Microsoft Project to create a list of the people, equipment, and material resources
that make up your team and carry out the project tasks. Your resource list will consist of work resources or material

resources. Work resources are people or equipment; material resources are consumable materials or supplies, such as
concrete, wood, or nails

On the View menu, click Resource Sheet.

On the View menu, point to Table, and then click Entry.

In the Resource Name field, type a resource name

You can go through the fields in the sheet, but for the simplicity of the example just focus on the
name and initials of the Resource

Below is an example of some Human resources added to the Resource Sheet (We could add also other
type of resources such as Equipments, Consumables, etc.)

© ¡Resource Nene Time Material abel tits Group | Max Units | §
Project Manager Work P 100%,
Team Leeder ‘Work 1 100%.

Developer ‘Work Do 100%

T

Es rex

100%,

Once the resources are created, you can go back to the View menu, and click Gantt Chart to see again
the tasks, and then when you double click a task you can add a resource to this task by using the tab
Resources

Note: The main goal of the resource assignment is to allocate properly the resources and to provide valuable

information regarding the effort of the team

Find Critical Path

000

> Critical Path Analysis (CPA) helps you to lay out all tasks that
must be completed as part of a project.

® CPA helps you to identify the minimum length of time needed to
complete a project

For finding CP list all the activities and enter early start, late
start, early finish and late finish info of all the activities.

> You can do this under insert/columns and selecting each terms.
Following screen shot demonstrates how to insert.

Project automatically calculates ES, EF, LS and LF based on the
starting/ending dates you have provided.

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Slack Time For Scheduling

For viewing the schedule showing the slack go to Views > More views >
Detailed Gantt view > Apply.

In this click on View > Table > Schedule

Slack appears as thin bars to the right of a task, with slack values adjoining the
regular Gantt bars

You can also view the free slack and total slack of a task in the sheet.

You can move the activity within the available slack time, to balance the
resources, in the cases where over allocation is present.

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IPALPERT Evry sheet

ee

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Closing Project

@ When you are saving a file it asks you whether you want to
save with baseline/without baseline. You can choose either
options.

% If you choose to save with baseline, a copy of your schedule
and other things will be saved and any changes when you are
making when the project progress can be viewed clearly using
the baseline.

If you choose to save without baseline, you will not be able to
view the changes.

28700
EE

nd

Step by Step Example 000

Now lets try a small example, step by step to practice each of the options we have seen so far about how to create a
project using MS Project. We are going to use a small set of tasks (Table Below) related to the initial phases of a
System Testing Plan (Definition and Design)

Activity Predecessor Responsibility System Testing Phase

1.RSD Analysis * Requirements Specification Document | «Test Manager Definition Phase
completed. «Project Manager
(Not part of System Testing Plan) «Test Leader

2. Develop Test Plan Activity 1 «Test Manager Design Phase
«Test Leader
«Tester E

3, Develop Test Design Specification Activity 2 «Tester À and B Design Phase

4. Develop Test Case Specfication Activity 3 «Tester A and B Design Phase

5. Develop Test Procedure Specification | Activity 4 «Tester A and B Design Phase

6. Develop Test Item Transmi Activity 5 «Tester A and B Design Phase
Report

7. Prepare Tools and Test Scripts Activity 6 «Tester À and B Design Phase

8. Review Test Plan and Attachments | Activity 7 ‘Test Manager Design Phase
«Test Leader
«Tester E

9. Check that System is Ready to be tivity 7 «Tester E, À and B Design Phase
Tested

10. Add Design Documents to OMS tivity 8 «Test Leader Design Phase
(Milestone) «Tester E A and B

Step by Step Example .... -:...

1. Create a new file "Project!
2. Assign the start date of the project to be Dec-02-2002

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Step by Step Example …

000

Write the name of each task in the spreadsheet using the column “Task Name'
Write the duration in days of each task in the spreadsheet using the column “Duration!
Group the tasks by the Phase according to the table of tasks shown before, and add a group that encloses the
phases named “System Testing Plan MCY-ADTT-ST-2002-01" this will represent the plan as a whole
Write the predecessors of each task in the spreadsheet using the column “Predecessors” (If you can't see the
column, try to expand the al bar that divides the spreadsheet to the Gantt Chart)
To convert a Task in a Milestone, = double dick the Task and go to the tab “Advanced” then check the box that
says “Mark Task as a Milestone’

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Insert a new task at the beginning that will group O) net

lick on the option “Outline - Indent

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The final result should look like this, now repeat this
steps to create the Subgroups that will represent the
phases (Definition and Design)

Highlight the tasks that are going to be added as subtasks

Step by Step Example > 4 continues

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steps to create the Subgroup that will represent the
phase “Design

Step by Step Example > 4 continues

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Insert a new task at the beginning of the Design tasks E

ie SR Highlight the tasks that are going to be added as subtasks in the

Cima st dE A design phase and then Click on the option “Outline - Indent

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Click on the option “Outline-Outdent” to move the AA

activity to the left PS]

The final result should look like this

Step by Step Example > 4 continues

Task Nome

= System Testing Plan MCY-ADTT-ST-2002-01
= Definition Phase
RED analvels
= Design Phase
Deveip Test Pan

Develop Test Case Spee.

Develop Test Procedure Spe

Develop Test tem Transit Report
Prepare Tools anuitest Serpts
Review Test Plan ana Attachments
‘Check - System ie Ready to be Tested
‘Ac Desyin Documents to CS

Duration

31 days
3 days
Says.

28 days
5 day
Sans
Sue
5 days

1 ay
Saye
2 days

E

Start

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Mon 12202
Men 12202
Thu 12,502
Thu 1208
Tmut2n202
Tue 12040
Tue 126102
Mon
Tha 13

Fisch

Mon 11503
‘Wed 12/402
‘Weel 124402
Mon 11503

Predecessors

Wed 120102 3
Ion 120302 5
Ion 12/9002 6
Thu 120 7

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Fr non
Thu 1603
Mon 11303

December.

tan

128 12151120

Step by Step Example > 4 continues

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Step by Step Example … 5-1 resources

000

Got to the view “Resource Sheet

Add the necessary resources to the “Resources Sheet”, we are going to use only the Name, Initials and Standard
Rate in $/hr. The resources are going to be taken from the table showed at the beginning of the example, mor
specifically from the column “Responsibilities'

Now, with the Resources already register in the project file, go back to the View “Gantt Chart

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Step by Step Example mc

Double click the task you want to link to resources available in the “Resource Sheet

Then got to the Tab “Resources” and look up the resources you want to relate to the activity (For the example
lets keep the amount of effort of each Resources as 100%, Leveling Resources wont be covered in this tutorial)
finally Gick the “Ok” button to finish the assignment

Repeat steps 1 and 2 for the rest of the tasks

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Step by Step Example 2 ve cane ou
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1. Adjust the length of the Gantt Chart such that it can be seen in one screen (If Possible), to do this perform a Right
Glick on top of the Gantt Chart first, a pop-up menu will appear, select the option “Networking Time.

2. In the form that will open go to the tab “Time Scale” and Change the Major Scale Units to “Months” and the
Minor Scale Units to “Weeks”, then press the “Ok” button to see the results in the Gantt Chart. (Adjust as
necessary the scales once you are familiar with them)

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t EX m Step 6 — View the Critical Path)
Step by Step Example . ) 000

For the example, we are going to use the Detailed Gantt Chart to view the Critical Path, because this option also
shows the Slack Time of the activities that don't belong to the critical path, therefore first we have to select the
option “More Views

Then we have to select the Detail Gantt to obtain the view desired (Adjust the Gantt Chart as explained before if is

necessary)

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Step by Step Example .. sv ours

000

We can show more information, related to the tasks, in the spreadsheet, one column that might be of general
interest is the cost, to do this first perform a Right Glick on top of the spread sheet (Specifically In the titles of the
Columns), a pop-up menu should appear showing several options, chose the one that says “Insert Column’

nen Now you should see the “Cost” Column, this cots is calculated
Ape based on the resources allocated for each Task, notice also that

ne the groups automatically add up the cost of the subtasks making
Wie the view even more interesting

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column Definition, k DER —

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Step by Step Example ve

000

As explained before, you can add and hide columns from the Spread sheet, this lets you show exactly what the people
needs to see, below is a view with selected fields: Name, Cost, Duration, Resource initials and Start Date. The reader is
welcome to experiment with this features and to explore more views that are offered by MS Project, such as resources
usage, Cost reports, lc. orne sca
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Step by Step Example «..: sere rie

000

For this example we are saving the file at the end, but it is recommended that you save the file frequently while
you are working to avoid losing data as a result of problems such as a Power Failure for instance.

You can chose between saving the file with or without Baseline (the difference was explained before in this
Tutorial)

La Wicrosoft Projet tetra pp Milton arta

HE] File Edt View Insert Format Tools Project Window Help

OD té cu

„Fon ao AA &
cine

Would you ke to save a baseline for Projectt_2.mpp? A baselne is a
a snapshot oF your schedule as snow, tis useful because you can

compare k wit ater versions of your schedule to see what changes
San ac have been made,

Yeucan:
Save Project 2 map thou à basal

© Save Project1_2.mpp'with a baseline

Ok Cancel

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