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Leveraging Scheduling Productivity with
   Practical Scheduling Techniques


          Presented By: William G. Paradis
           Computer Sciences Corporation


               February 25, 2009
Can You Relate?
                                            Why Neanderthals Became Extinct
        Population                                                                                            Final                       Site
         Survey                                                                                            Game Selection                Survey
                                                        Preliminary
                                 Meat                      Game
        Meat                  Requirement                Selection                 Trade Study:
     Requirements               Review                                             Mammoth vs.
                                                                                  Tiger vs. Rabbit                                                  Site
                                (MRR)                                                                      Site Selection                        Preparation
         Game                                       Preliminary
       Sightings                                    Hunting Plan                   Hunt Leader
                                                                                     Chosen                                  Final
                                                                                                                          Hunting Plan
                      Preliminary                         Trade Study
                        Hunter                          (rock vs. spear)
                       Selection                                             Weapon
   Site                                                                      Selection                         Weapon
                                              Final                                                          Development                             Preliminary
Inspection                                   Hunter                                                                                                   Hunting
                                            Selection                                                                                                  Review
                            Weapons                                                  Weapons                     Obtain Blessing                       (PHR)
                           Inspection                                                Practice                     of Great God
                                                                                                                      Thag
                                                                 Critical
                                                                 Hunting                    Schedule                               Forecast            Meat Distribution
                                                                 Review                       Hunt                                 Weather                   Plan
                             Hunter                              (CHR)
      Hunt                 Inspection
    Readiness                                                                                        Transport
     Review                                                                                           to Cave                                 Distribute
     (HRR)                                                                                                                                      Meat
                                        Catch Game                    Kill Game


                     Chase Game                                               Choose New
                                                Get Caught                    Hunt Leader
                                                 by Game


                                    Lose Game
                                                                                                                                         YES, BUT OG ASSURES ME THAT
                                                                                                                                         THIS WILL IMPROVE OUR
                                                           I DON’T KNOW, IT                                                              EFFICIENCY AND KEEP US
                                                           SEEMED EASIER                                                                 AHEAD OF THE CROMAGNONS
                                                           WHEN WE JUST WENT                                                             IN THE VALLEY.
                                                           HUNTING.                                                                                                        2
Agenda

• Scheduling Issues – The Schedule Beast

• Taming the Schedule Beast

• Scheduling with the help of MS Excel & MS Access

• Calculating Earned Value

• 2 New Concepts

• Questions
                                                     3
Scheduling Issues

• Unwieldy Schedule Databases

• Faulty Logic or Missing Logic

• Critical Path Can Not be Readily Displayed

• Surprise Constraints

• Multiple Schedule Tools used to present schedule

• Schedule Ownership

• Scheduling Tools More Powerful yet Resources Limited


                                                         4
Agenda

• Scheduling Issues – The Schedule Beast

• Taming the Schedule Beast

• Scheduling with the help of MS Excel & MS Access

• Calculating Earned Value

• 2 New Concepts

• Questions

                                                     5
Taming the Schedule Beast

• The Scheduler’s Tool Kit
• Use of Schedule Templates
• Use of Codes to Manipulate and Display MS Project Data
• Common View, Filter, & Table Names
• Limiting the Use of Constraints in the Database
• Linking only Detail Activities
• Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months)
• Meaningful Activity Descriptions
• Other Items of Interest
                                                                              6
The Scheduler’s Tool Kit




                           7
Taming the Schedule Beast

• The Scheduler’s Tool Kit
• Pre-Formatted Schedule Templates
• Use of Codes to Manipulate and Display MS Project Data
• Common View, Filter, & Table Names
• Limiting the Use of Constraints in the Database
• Linking only Detail Activities
• Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months)
• Meaningful Activity Descriptions
• Other Items of Interest

                                                                              8
Schedule Templates

No Templates                                               With Templates

Set Up Calendars          1-2Hrs                           Set Up Calendars

Set Up Views              1-2 Hrs                          Set Up Views

Set Up Filters            1-2 Hrs                          Set Up Filters

Set Up Tables             1-2 Hrs                          Set Up Tables

Figure Out How Previous                                    Figure Out How Previous
Schedule maintained                                        Schedule maintained
Schedule Database         8-40 Hrs                         Schedule Database

                                                           Set Project Settings
Set Project Settings <1Hr
                                                           Load Schedule
Load Schedule
                                                           Activities
Activities                LOP


             12.5 Hrs Saved X 1400 Projects = 17,500 Hrs Saved
                                Times ~$30 Hr = $525,000                             9
Schedule Templates – Reserved Fields
                    A Few of My Favorites

•   Text 1 - IMP/IMS Code
•   Text 2 - Sort Code
•   Text 21 - Program Control Milestones
•   Text 22 - Catalog Views Filter
•   Text 26/27 - Top & Bottom Text on Bars & M/Ss
•   Text 28 - IPT/Sub System Code
•   Text 30 - Master/ Intermediate Code
•   Finish2 - Summary Progress Lines




                                                    10
Schedule Templates – Reserved Fields Con’t
     Text 21 – Program Control Milestones




                                             11
Schedule Templates – Reserved Fields Con’t
 Text 26/27 Text Top/Bottom of Bar/Milestone




                                               12
Taming the Schedule Beast

• The Scheduler’s Tool Kit
• Use of Schedule Templates
• Use of Codes to Manipulate and Display MS Project Data
• Common View, Filter, & Table Names
• Limiting the Use of Constraints in the Database
• Linking only Detail Activities
• Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months)
• Meaningful Activity Descriptions
• Other Items of Interest

                                                                              13
Use of Codes to Manipulate and Display
                         MS Project Data

 Top Level Schedules                                                    Master Schedule View
                                                   2004                    2005                    2006                    2007
ID WBS     Text30      Task Name             Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2
 3 IMP Master,CI,DI,FI Program Milestones       Award   IBRSRR      PDR        CDR     MRR    TRR              Del


12 CXXX Master          Hardware Dev                               PD     DD     Rel             DV


50 DXXX Master          Software Dev                                           Build 1              Build 2                            Build 3


92 FXXX Master          Production                                                           Fab sy Proto FA F1 F2
                                                                                               A                           F3


119 GXXX Master,GI      Integration & Test                                     Planning
                                                                                      Fixtures            PT         FAT    FAT     Qual/F1      F2      F3


148 -    Master,GI,CI,D Deliveries                                                                        Prototype         First ArticleFlight 1 Flight 2Flight 3




                                                                        Master Schedule Filter




                                                                                                                                                           14
Use of Codes to Manipulate and Display
                          MS Project Data Con’t
Intermediate Level Schedules                                            Intermediate Schedule View
                                                                   2004                    2005                    2006
 ID    WBS         Text30         Task Name                  Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3
  3   IMP    Master,CI,DI,FI      Program Milestones            Award        IBR SRR          PDR               CDR    MRR    TRR          Del


18    CAXX   CI                   Widget Devolpment

19    CABX   CI                   Widget - Module 1                              Reqmts      PD      DD          Rel              DV


25    CACX   CI                   Widget - Module 2                     Reqmts   PD     DD         Rel                DV


31    CADX   CI                   Widget - Module 3              Reqmts D DD
                                                                      P           Rel         DV


37    CBXX   CI                   GizmoFlotchy Development

38    CBBX   CI                   GizmoFlotchy - Module 1               Reqmts    PD         DD           Rel                DV


44    CBCX   CI                   GizmoFlotchy - Module 2                   Reqmts     PD          DD      Rel         DV


148 -        Master,GI,CI,DI,FI   Deliveries                                                                                           Prototype   First Article




                                                                        Intermediate Schedule Filter



                                                                                                                                                          15
Use of Codes to Manipulate and Display
                                                                                                         MS Project Data Con’t
Custom View Filtering
    ID                              Name                          D
                                                                      2004
                                                                      J F    M   A   M   J   J    A    S   O   N   D
                                                                                                                       2005
                                                                                                                        J F M   A    M
                                                                                                                                                                                                            Custom Schedule View
1        The Big Project
2            Tie



                                                                                                                                                                                           2004                    2005                    2006                    2007
3            Program Milestones
12           Hardware Dev
13                 Reqmts                                                                        7/7
14                 Prelim Design                                                                           9/29



                                                                                                                                           ID WBS     Text30   Task Name
15                 Detail Design                                                                                       12/22
16
17
18
                   Release
                   Des Verification
                   Widget Devolpment
                                                                                                                                    4/13
                                                                                                                                                                                     Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr
19                       Widget - Module 1
20
21
22
                               Wig Mod 1-Requirements Analysis
                               Wig Mod 1-Preliminary Design
                               Wig Mod 1-Detail Design
                                                                                                                                           19 CABX CI,2001     Widget - Module 1                     Reqmts PD        DD     Rel             DV
23                             Wig Mod 1-Drafting & Engineering
24                             Wig Mod 1-Design Verification
25                       Widget - Module 2
26                             Requirements Analysis
27                             Preliminary Design




                                                                                                                                           25 CACX CI,2001
28                             Detail Design
29
30
31
                               Drafting & Engineering Release
                               Design Verification
                         Widget - Module 3
                                                                                                                                                               Widget - Module 2            Reqmts PD      DD        Rel       DV
32                             Requirements Analysis
33                             Preliminary Design
34                             Detail Design
35                             Drafting & Engineering Release
36                             Design Verification



                                                                                                                                           31 CADX CI,2001     Widget - Module 3
37                 GizmoFlotchy Development
38
39
                         GizmoFlotchy - Module 1
                               Requirements Analysis
                                                                                                                                                                                         Reqmts DD
                                                                                                                                                                                             PD      Rel        DV
40                             Preliminary Design
41                             Detail Design
42                             Drafting & Engineering Release
43                             Design Verification
44                       GizmoFlotchy - Module 2
45                             Requirements Analysis



                                                                                                                                           55 DBAX DI, 2001    Widget SW - Build
46                             Preliminary Design
47
48
                               Detail Design
                               Drafting & Engineering Release
                                                                                                                                                                                                           RA    PD
                                                                                                                                                                                                                  DesCode B1
49                             Design Verification
50           Software Dev
51                 Build 1                                                                                                          4/8
52                 Build 2
53                 Build 3
54                 Widget SW Development



                                                                                                                                           61 DBBX DI, 2001    Widget SW - Build 2
55                       Widget SW - Build 1
56
57
                               Requirements Analysis
                               Preliminary Design
                                                                                                                                                                                                                           RAPD Des    Code       B2
58                             Detail Design
59                             Code
60                             Integration Test & Release
61                       Widget SW - Build 2
62                             Requirements Analysis
63                             Preliminary Design
64
65
66
67
                               Detail Design
                               Code
                               Integration Test & Release
                         Widget SW - Build 3
                                                                                                                                           67 DBCX DI, 2001    Widget SW - Build 3                                                           RAPD       Des         Code     B3
68                             Requirements Analysis
69                             Preliminary Design
70                             Detail Design
71                             Code
72                             Integration Test & Release
73
74
75
76
                   GizmoFlotchy SW Dev
                         Gizmo SW - Build 1
                               Requirements Analysis
                               Preliminary Design
                                                                                                                                           101 FBXX FI, 2001   Widget Build                                                            Fab sy Proto FA F1 F2F3
                                                                                                                                                                                                                                         A
77                             Detail Design
78                             Code
79                             Integration Test & Release
80                       Gizmo SW - Build 2
81                             Requirements Analysis
82
83
84
85
                               Preliminary Design
                               Detail Design
                               Code
                               Integration Test & Release
                                                                                                                                           130 GBXX GI,2001    Widget I&T                                                  Planning
                                                                                                                                                                                                                                  Fixtures                    FAT          Qual        Reg
86                       Gizmo SW - Build 3
87                             Requirements Analysis
88                             Preliminary Design
89                             Detail Design
90                             Code
91
92
93
             Production
                   Procure
                               Integration Test & Release

                                                                                                                                           142 GDXX GI,2001    System Level I&T                                                                        PT            FAT   F1     F2         F3
94                 Fab
95                 Assy
96                 Prototype
97                 First Article
98                 Flight 1
99                 Flight 2
100                Flight 3
101                Widget Build
102                      Procure
103                      Fab




                                                                                                                                                                                                            Custom Schedule Filter
104                      Assy
105                      Prototype
106                      First Article
107                      Flight 1
108                      Flight 2
109                      Flight 3
110                GizmoFlotchy Build
111                      Procure
112                      Fab
113                      Assy
114                      Prototype
115                      First Article
116                      Flight 1
117                      Flight 2
118                      Flight 3
119          Integration & Test
120                Prep Test Plans & Procedures                                                                                     4/13
121                Design & Build Fixtures
122                FAT Test
123                Qual Test
124                Regression Test
125                Prototype
126                First Article
127                Flight 1
128                Flight 2
129                Flight 3
130                Widget I&T
131                      Prep Test Plans & Procedures
132                      Design & Build Fixtures
133                      FAT Test
134                      Qual Test
135                      Regression Test
136                GizmoFlotchy I&T
137                      Prep Test Plans & Procedures
138                      Design & Build Fixtures
139                      FAT Test
140                      Qual Test
141                      Regression Test
142                System Level I&T
143                      Prototype
144
145
146
147
148          Deliveries
                         First Article
                         Flight 1
                         Flight 2
                         Flight 3
                                                                                                                                                                                                                                                                                         16
Taming the Schedule Beast

• The Scheduler’s Tool Kit
• Use of Schedule Templates
• Use of Codes to Manipulate and Display MS Project Data
• Common View, Filter, & Table Names
• Limiting the Use of Constraints in the Database
• Linking only Detail Activities
• Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months)
• Meaningful Activity Descriptions
• Other Items of Interest

                                                                              17
MS Project Views, Filters, & Tables
                                                                                                                           2005                                         2006
               ID    Task Name                                     Dur     Start     Finish    J   J   A   S   O   N   D    J F M   A   M   J   J   A   S   O   N   D   J F
                1    The Big Project                              796d   10/29/03   11/15/06
                2        Program Milestones                       660d    1/1/04    7/12/06
               13        Program Mgmt                             660d    1/1/04    7/12/06
               84        System Engineering                       706d   10/29/03   7/12/06
 Activity      102       Hardware Dev                             660d    1/1/04    7/12/06

Selection      103
               104
                             Widget Dev
                                 Widget Lead
                                                                  660d
                                                                  660d
                                                                          1/1/04
                                                                          1/1/04
                                                                                    7/12/06
                                                                                    7/12/06
 (Filter)      105                     Initial Planning for IBR   60d     1/1/04    3/24/04
               106                     SRR P.O.P.                 80d    3/25/04    7/14/04
    &          107                     PDR P.O.P.                 80d    7/15/04    11/3/04

   Sort        108
               109
                                       CDR P.O.P.
                                       MRR P.O.P.
                                                                  80d
                                                                  50d
                                                                         11/4/04
                                                                         2/24/05
                                                                                    2/23/05
                                                                                     5/4/05
               110                     TRR P.O.P.                 50d     5/5/05    7/13/05
               111                     1st Del P.O.P.             60d    7/14/05    10/5/05
               112                     Lot 1 Dels P.O.P.          100d   10/6/05    2/22/06
               113                     Lot 2 Dels P.O.P.          100d   2/23/06    7/12/06




                                            Table



                                                                                          View



                                                                                                                                                                               18
MS Project Views, Filters, & Tables
                        Con’t


                                                  Views are listed
                                                  Alphabetically




• Un-Organized                 • Organized

• Confusing View Names         • View Names Easy to
                                 Understand
• Time is wasted looking for
  or Recreating Views          • Standard Set of Views;
                                 Saves Time

                 Work Smarter....Not Harder!!!                       19
Taming the Schedule Beast

• The Scheduler’s Tool Kit
• Use of Schedule Templates
• Use of Codes to Manipulate and Display MS Project Data
• Common View, Filter, & Table Names
• Limiting the Use of Constraints in the Database
• Linking only Detail Activities
• Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months)
• Meaningful Activity Descriptions
• Other Items of Interest

                                                                              20
Limit the Use of Schedule Constraints
                                                                                                            2004                                         2005                                           2006
ID   Task Name                          Dur      Constraint Type      Constraint     Start     Finish   D    J F   M A   M   J   J   A   S   O   N   D   J F    M   A   M   J   J   A   S   O   N   D   J F
 1   Wig Mod 1-Module 1                 532d As Soon As Possible         NA         1/15/04   1/27/06

2    Wig Mod 1-Requirements Analysis    152d Finish No Earlier Than    8/13/04      1/15/04   8/13/04

3    Wig Mod 1-Preliminary Design        60d Finish No Earlier Than    11/5/04      8/16/04   11/5/04

4    Wig Mod 1-Detail Design             80d Finish No Earlier Than    1/28/05      11/8/04   2/25/05

5    Wig Mod 1-Drafting & Engineering    60d Finish No Earlier Than    5/20/05      2/28/05   5/20/05
     Release
6    Wig Mod 1-Design Verification      120d Finish No Earlier Than    11/4/05      5/23/05   11/4/05

7    Wig Mod 1-Design Update & Lot 2     60d Finish No Earlier Than    1/27/06      11/7/05   1/27/06
     Eng Release




                                                                                                                   Set when manually inserting
                                                                                                                   Start & Finish dates, many times
                                                                                                                   Unintentionally

                                                                                   Set by the
                                                                                   user




                                                                                                                                                                                                         21
Limit the Use of Schedule Constraints Con’t

                                                                                                            2004                                         2005                                           2006
ID   Task Name                          Dur      Constraint Type      Constraint    Start      Finish   D    J F   M A   M   J   J   A   S   O   N   D   J F    M   A   M   J   J   A   S   O   N   D   J F
 1   Wig Mod 1-Module 1                 532d As Soon As Possible         NA        1/15/04    1/27/06

2    Wig Mod 1-Requirements Analysis    152d Finish No Earlier Than    8/13/04     1/15/04    8/13/04

3    Wig Mod 1-Preliminary Design        60d Finish No Earlier Than    11/5/04     8/16/04    11/5/04

4    Wig Mod 1-Detail Design             80d Finish No Earlier Than    1/28/05     11/8/04    2/25/05

5    Wig Mod 1-Drafting & Engineering    60d Finish No Earlier Than    5/20/05     2/28/05    5/20/05
     Release
6    Wig Mod 1-Design Verification      120d Finish No Earlier Than
                                         20d                           11/4/05     10/10/05   11/4/05
                                                                                                               Constraints
7    Wig Mod 1-Design Update & Lot 2     60d Finish No Earlier Than    1/27/06     11/7/05    1/27/06
     Eng Release
                                                                                                               Block Activity
                                                                                                               Shift
               • Schedule Tool Can not Calculate Dates

               • May Lead to Faulty Critical Path Identification

               • Constraints, Sometimes Hard to Spot, Once Set

               • Let The Scheduling Tool Work For You !

                                                      Work Smarter....Not Harder!!!                                                                                                                      22
Taming the Schedule Beast

• The Scheduler’s Tool Kit
• Use of Schedule Templates
• Use of Codes to Manipulate and Display MS Project Data
• Common View, Filter, & Table Names
• Limiting the Use of Constraints in the Database
• Linking only Detail Activities
• Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months)
• Meaningful Activity Descriptions
• Other Items of Interest

                                                                              23
Linking only Detail Activities

                  • Linking Summary Activities
                     – Only Able to Identify the Critical
                       Area




                  • Linking Detail Activities
                     – Able to Identify the Critical
                       Activities




                                                        24
Taming the Schedule Beast

• The Scheduler’s Tool Kit
• Use of Schedule Templates
• Use of Codes to Manipulate and Display MS Project Data
• Common View, Filter, & Table Names
• Limiting the Use of Constraints in the Database
• Linking only Detail Activities
• Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months)
• Meaningful Activity Descriptions
• Other Items of Interest

                                                                              25
Use Common Time Units for Duration




Total Slack Becomes Confusing using different time units for the Duration



               Work Smarter....Not Harder!!!                                26
Taming the Schedule Beast

• The Scheduler’s Tool Kit
• Use of Schedule Templates
• Use of Codes to Manipulate and Display MS Project Data
• Common View, Filter, & Table Names
• Limiting the Use of Constraints in the Database
• Linking only Detail Activities
• Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months)
• Meaningful Activity Descriptions
• Other Items of Interest

                                                                              27
Meaningful Activity Descriptions
                                                                2004                                                                                           2005
ID    WBS   Task Name                                       D    J F          M       A     M           J         J        A    S        O      N         D     J F         M     A     M         J     J    A    S         O   N   D
 3   IMP        Program Milestones                          Award                         IBR       SRR                                       PDR                           CDR                   MRR            TRR




18   CAXX          Widget Devolpment

19   CABX              Widget - Module 1                                                                    Reqmts                  PD                    DD                      Rel                                  DV




25   CACX              Widget - Module 2                                     Reqmts                PD                      DD                       Rel                                 DV




26   WP 1                  Requirements Analysis

27   WP 2                  Preliminary Design

28   WP 3                  Detail Design
                                                                              1
29   WP 4                  Drafting & Engineering Release

30   WP 5                  Design Verification

31   CADX              Widget - Module 3                            Reqmts   PD        DD                   Rel                           DV




32   WP 1                  Requirements Analysis

33   WP 2                  Preliminary Design
                                                                                                                                                               Schedules Often Repeat
                                                                              2
34   WP 3                  Detail Design                                                                                                                       Activity Sequence
35   WP 4                  Drafting & Engineering Release

36   WP 5                  Design Verification

37   CBXX          GizmoFlotchy Development

38   CBBX              GizmoFlotchy - Module 1                                Reqmts                    PD                               DD                     Rel                                         DV




39   WP 1                  Requirements Analysis

40   WP 2                  Preliminary Design

41   WP 3                  Detail Design
                                                                              3
42   WP 4                  Drafting & Engineering Release

43   WP 5                  Design Verification

44   CBCX              GizmoFlotchy - Module 2                                            Reqmts                      PD                            DD                Rel                    DV




45   WP 1                  Requirements Analysis

46   WP 2                  Preliminary Design

47   WP 3                  Detail Design                                      4
48   WP 4                  Drafting & Engineering Release
                                                                                                                                                                                                                                        28
49   WP 5                  Design Verification
Meaningful Activity Descriptions
            Con’t




                 What Happens When Detail Design
                 Activities are Selected in a
                 Schedule Report?




                                                   29
Meaningful Activity Descriptions Con’t




                  Short Descriptive Labels
                  Help to ID Schedule Tasks
                  Try to limit length to 25 Characters.




     Work Smarter....Not Harder!!!                        30
Other Items of Interest

• 3rd Party Schedule Checking Software
• Use of Schedule Check Lists
• Use of Schedule Frag-net libraries
• Scheduler’s Interview Standard Question Lists




                                                  31
Agenda

• Scheduling Issues – The Schedule Beast

• Taming the Schedule Beast

• Scheduling with the help of MS Excel & MS Access

• Calculating Earned Value

• 2 New Concepts

• Questions
                                                     32
MS Excel - Concatenation




Work Smarter....Not Harder!!!   33
MS Access – MS Project DB Clean-up



1.   Save Initial MPP
     file as a MS
     Access DB File
                        2.   Open File in MS Access
                             & Run the Utility:
                             Compact & Repair
                                                      3.   In MS Project; Open
                                                            the “Saved MS
                                                            Access DB File and
                                                            Re-Save as a MS
                                                            Project File




                                                                                 34
Agenda

• Scheduling Issues – The Schedule Beast

• Taming the Schedule Beast

• Scheduling with the help of MS Excel & MS Access

• Calculating Earned Value

• 2 New Concepts

• Questions
                                                     35
Calculating Earned Value
                                         Weighted Milestones
                                                                                               March
ID   Task Name   Duration     Start    Finish     %    F   S   S   M   T   W   T   F   S   S   M T     W   T   F   S   S   M   T
 1   Any Ole       10 days   2/24/04   3/8/04    10%
     Task
2    Any Ole       10 days   2/24/04   3/8/04    20%
     Task
3    Any Ole       10 days   2/24/04   3/8/04    30%
     Task
4    Any Ole       10 days   2/24/04   3/8/04    40%
     Task
5    Any Ole       10 days   2/24/04   3/8/04    50%
     Task
6                  1 day?    3/30/04   3/30/04   0%

7                  1 day?    3/30/04   3/30/04   0%




          • MS Project Percent Complete is Based on Duration

          • This Works Great if Task is Level Loaded

          • What if Activities are Front/Back Loaded?
                                                                                                                                   36
Calculating Earned Value
                               Weighted Milestones Con’t

ID   Task Name                 Hours   -1   1   2      3        4        5          6        7         8         9        10
 1   Widget Detail Design       564
2        PDR Action Items       24                              24Hrs / 564Tot Hrs = .05%Wgt
3        Design Routings       182                                                            182Hrs / 564Tot Hrs = .32%Wgt
4        Drafting               70                                                            70Hrs / 564Tot Hrs = .12%Wgt
5        Thermal Analysis       40                     40Hrs / 564Tot Hrs = .07%Wgt

6        Structrual Analysis    70                                       70Hrs / 564Tot Hrs = .12%Wgt
7        Reliability Study      50                                       50Hrs / 564Tot Hrs = .09%Wgt
8        Eng Review (CDR)       40                                                   40Hrs / 564Tot Hrs = .07%Wgt
9        Artwork                60                  60Hrs / 564Tot Hrs = .12%Wgt

10       Final Drafting         8
                                                                                   8Hrs / 564Tot Hrs = .01%Wgt
11       Assy Drawing           8                                                           8Hrs / 564Tot Hrs = .01%Wgt
12       Drawing Package Rel    12
                                                                              12Hrs / 564Tot Hrs = .02%Wgt




                                                                                                                               37
Calculating Earned Value
                                    Weighted Milestones Con’t
ID   Task Name                   WP Wgts   Hrs   %   -1   1   2   3   4   5   6   7   8   9   10
 1   Widget Detail Design           0      564   22%
2        PDR Action Items         0.04     24    25%
3        Design Routings          0.32     182   80%
4        Drafting                 0.12     70    0%
5        Thermal Analysis         0.07     40    10%
6        Structrual Analysis      0.12     70    2%
7        Reliability Study        0.09     50    0%
8        Eng Review (CDR)         0.07     40    0%
9        Artwork                  0.12     60    0%
10       Final Drafting           0.01      8    0%
11       Assy Drawing             0.01      8    0%
12       Drawing Package Rel      0.02     12    0%




                               Detail Design 22% Complete



                                                                                                   38
Calculating Earned Value
                                  Weighted Milestones Con’t
ID   Task Name                  Real % C   WP Wgts   %   -1   1   2   3   4   5   6   7   8   9   10
 1   Widget Detail Design        27.84        0      22%
2        PDR Action Items         1.06      0.04     25%
3        Design Routings         25.82      0.32     80%
4        Drafting                  0        0.12     0%
5        Thermal Analysis         0.71      0.07     10%
6        Structrual Analysis      0.25      0.12     2%
7        Reliability Study         0        0.09     0%
8        Eng Review (CDR)          0        0.07     0%
9        Artwork                   0        0.12     0%
10       Final Drafting            0        0.01     0%
11       Assy Drawing              0        0.01     0%
12       Drawing Package Rel       0        0.02     0%



• MS Project % Complete is Based on Duration Not Weights

• Embedding Equations Directly in MS Project Saves Time
  and Displays Status More Accurately



                               Work Smarter....Not Harder!!!                                           39
Calculating Earned Value
                        Weighted Milestones Con’t
                    1 Click



                                 3 Click
          2 Click




                                             6 Insert Formula

4 Click




 5 Click

8 Click
                                           7 Click              40
9 Click
Agenda

• Scheduling Issues – The Schedule Beast

• Taming the Schedule Beast

• Scheduling with the help of MS Excel & MS Access

• Calculating Earned Value

• 2 New Concepts

• Questions
                                                     41
Schedule Inchstones/QBDs


                                                15%



        MS Project
                                                                     Activities are kept at a ~higher
             Inchstones Calculate Project                            level or Critical Path Level in the
                     Activity % Complete                             Project’s Schedule Database
      Inchstones Reference
      Unique Project ID#
                                                                Inchstones are planned within the
                                                                Project’s Baseline Start & Finish
                                                                Dates
               873
                                            •     Lower Level Detail Activities are maintained at the
                                                  Element/Subsystem level in Inchstone Reports that can calculate
                                                  a Task completion estimates based on assigned weightings


                                            •     Benefits:
                                            •       - Enhances the use of Task Orders or Performance Plans
                                            •       - Keeps work plans with the people doing the work!
                                            •       - Reduces Need for a Large Scheduling Staff
                                            •       - Reduces quantity of Scheduling SW Licenses
                                            •       - Keeps Project Databases manageable

                                                                                                              42
MS Excel (most people have)
BPSCI
           Bill Paradis Schedule Completion Index




• The BPSCI Assigns a schedule completion rating to the
  schedule by period
• This helps to the scheduling team and the project determine
  the level of schedule commitment to completing activities in
  the schedule and improves schedule completion estimates        43
The End
     Questions??



William Paradis
William.g.paradis@nasa.gov   44

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Paradis.bill

  • 1. Leveraging Scheduling Productivity with Practical Scheduling Techniques Presented By: William G. Paradis Computer Sciences Corporation February 25, 2009
  • 2. Can You Relate? Why Neanderthals Became Extinct Population Final Site Survey Game Selection Survey Preliminary Meat Game Meat Requirement Selection Trade Study: Requirements Review Mammoth vs. Tiger vs. Rabbit Site (MRR) Site Selection Preparation Game Preliminary Sightings Hunting Plan Hunt Leader Chosen Final Hunting Plan Preliminary Trade Study Hunter (rock vs. spear) Selection Weapon Site Selection Weapon Final Development Preliminary Inspection Hunter Hunting Selection Review Weapons Weapons Obtain Blessing (PHR) Inspection Practice of Great God Thag Critical Hunting Schedule Forecast Meat Distribution Review Hunt Weather Plan Hunter (CHR) Hunt Inspection Readiness Transport Review to Cave Distribute (HRR) Meat Catch Game Kill Game Chase Game Choose New Get Caught Hunt Leader by Game Lose Game YES, BUT OG ASSURES ME THAT THIS WILL IMPROVE OUR I DON’T KNOW, IT EFFICIENCY AND KEEP US SEEMED EASIER AHEAD OF THE CROMAGNONS WHEN WE JUST WENT IN THE VALLEY. HUNTING. 2
  • 3. Agenda • Scheduling Issues – The Schedule Beast • Taming the Schedule Beast • Scheduling with the help of MS Excel & MS Access • Calculating Earned Value • 2 New Concepts • Questions 3
  • 4. Scheduling Issues • Unwieldy Schedule Databases • Faulty Logic or Missing Logic • Critical Path Can Not be Readily Displayed • Surprise Constraints • Multiple Schedule Tools used to present schedule • Schedule Ownership • Scheduling Tools More Powerful yet Resources Limited 4
  • 5. Agenda • Scheduling Issues – The Schedule Beast • Taming the Schedule Beast • Scheduling with the help of MS Excel & MS Access • Calculating Earned Value • 2 New Concepts • Questions 5
  • 6. Taming the Schedule Beast • The Scheduler’s Tool Kit • Use of Schedule Templates • Use of Codes to Manipulate and Display MS Project Data • Common View, Filter, & Table Names • Limiting the Use of Constraints in the Database • Linking only Detail Activities • Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months) • Meaningful Activity Descriptions • Other Items of Interest 6
  • 8. Taming the Schedule Beast • The Scheduler’s Tool Kit • Pre-Formatted Schedule Templates • Use of Codes to Manipulate and Display MS Project Data • Common View, Filter, & Table Names • Limiting the Use of Constraints in the Database • Linking only Detail Activities • Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months) • Meaningful Activity Descriptions • Other Items of Interest 8
  • 9. Schedule Templates No Templates With Templates Set Up Calendars 1-2Hrs Set Up Calendars Set Up Views 1-2 Hrs Set Up Views Set Up Filters 1-2 Hrs Set Up Filters Set Up Tables 1-2 Hrs Set Up Tables Figure Out How Previous Figure Out How Previous Schedule maintained Schedule maintained Schedule Database 8-40 Hrs Schedule Database Set Project Settings Set Project Settings <1Hr Load Schedule Load Schedule Activities Activities LOP 12.5 Hrs Saved X 1400 Projects = 17,500 Hrs Saved Times ~$30 Hr = $525,000 9
  • 10. Schedule Templates – Reserved Fields A Few of My Favorites • Text 1 - IMP/IMS Code • Text 2 - Sort Code • Text 21 - Program Control Milestones • Text 22 - Catalog Views Filter • Text 26/27 - Top & Bottom Text on Bars & M/Ss • Text 28 - IPT/Sub System Code • Text 30 - Master/ Intermediate Code • Finish2 - Summary Progress Lines 10
  • 11. Schedule Templates – Reserved Fields Con’t Text 21 – Program Control Milestones 11
  • 12. Schedule Templates – Reserved Fields Con’t Text 26/27 Text Top/Bottom of Bar/Milestone 12
  • 13. Taming the Schedule Beast • The Scheduler’s Tool Kit • Use of Schedule Templates • Use of Codes to Manipulate and Display MS Project Data • Common View, Filter, & Table Names • Limiting the Use of Constraints in the Database • Linking only Detail Activities • Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months) • Meaningful Activity Descriptions • Other Items of Interest 13
  • 14. Use of Codes to Manipulate and Display MS Project Data Top Level Schedules Master Schedule View 2004 2005 2006 2007 ID WBS Text30 Task Name Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 3 IMP Master,CI,DI,FI Program Milestones Award IBRSRR PDR CDR MRR TRR Del 12 CXXX Master Hardware Dev PD DD Rel DV 50 DXXX Master Software Dev Build 1 Build 2 Build 3 92 FXXX Master Production Fab sy Proto FA F1 F2 A F3 119 GXXX Master,GI Integration & Test Planning Fixtures PT FAT FAT Qual/F1 F2 F3 148 - Master,GI,CI,D Deliveries Prototype First ArticleFlight 1 Flight 2Flight 3 Master Schedule Filter 14
  • 15. Use of Codes to Manipulate and Display MS Project Data Con’t Intermediate Level Schedules Intermediate Schedule View 2004 2005 2006 ID WBS Text30 Task Name Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 3 IMP Master,CI,DI,FI Program Milestones Award IBR SRR PDR CDR MRR TRR Del 18 CAXX CI Widget Devolpment 19 CABX CI Widget - Module 1 Reqmts PD DD Rel DV 25 CACX CI Widget - Module 2 Reqmts PD DD Rel DV 31 CADX CI Widget - Module 3 Reqmts D DD P Rel DV 37 CBXX CI GizmoFlotchy Development 38 CBBX CI GizmoFlotchy - Module 1 Reqmts PD DD Rel DV 44 CBCX CI GizmoFlotchy - Module 2 Reqmts PD DD Rel DV 148 - Master,GI,CI,DI,FI Deliveries Prototype First Article Intermediate Schedule Filter 15
  • 16. Use of Codes to Manipulate and Display MS Project Data Con’t Custom View Filtering ID Name D 2004 J F M A M J J A S O N D 2005 J F M A M Custom Schedule View 1 The Big Project 2 Tie 2004 2005 2006 2007 3 Program Milestones 12 Hardware Dev 13 Reqmts 7/7 14 Prelim Design 9/29 ID WBS Text30 Task Name 15 Detail Design 12/22 16 17 18 Release Des Verification Widget Devolpment 4/13 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 2 Qtr 3 Qtr 4 Qtr 1 Qtr 19 Widget - Module 1 20 21 22 Wig Mod 1-Requirements Analysis Wig Mod 1-Preliminary Design Wig Mod 1-Detail Design 19 CABX CI,2001 Widget - Module 1 Reqmts PD DD Rel DV 23 Wig Mod 1-Drafting & Engineering 24 Wig Mod 1-Design Verification 25 Widget - Module 2 26 Requirements Analysis 27 Preliminary Design 25 CACX CI,2001 28 Detail Design 29 30 31 Drafting & Engineering Release Design Verification Widget - Module 3 Widget - Module 2 Reqmts PD DD Rel DV 32 Requirements Analysis 33 Preliminary Design 34 Detail Design 35 Drafting & Engineering Release 36 Design Verification 31 CADX CI,2001 Widget - Module 3 37 GizmoFlotchy Development 38 39 GizmoFlotchy - Module 1 Requirements Analysis Reqmts DD PD Rel DV 40 Preliminary Design 41 Detail Design 42 Drafting & Engineering Release 43 Design Verification 44 GizmoFlotchy - Module 2 45 Requirements Analysis 55 DBAX DI, 2001 Widget SW - Build 46 Preliminary Design 47 48 Detail Design Drafting & Engineering Release RA PD DesCode B1 49 Design Verification 50 Software Dev 51 Build 1 4/8 52 Build 2 53 Build 3 54 Widget SW Development 61 DBBX DI, 2001 Widget SW - Build 2 55 Widget SW - Build 1 56 57 Requirements Analysis Preliminary Design RAPD Des Code B2 58 Detail Design 59 Code 60 Integration Test & Release 61 Widget SW - Build 2 62 Requirements Analysis 63 Preliminary Design 64 65 66 67 Detail Design Code Integration Test & Release Widget SW - Build 3 67 DBCX DI, 2001 Widget SW - Build 3 RAPD Des Code B3 68 Requirements Analysis 69 Preliminary Design 70 Detail Design 71 Code 72 Integration Test & Release 73 74 75 76 GizmoFlotchy SW Dev Gizmo SW - Build 1 Requirements Analysis Preliminary Design 101 FBXX FI, 2001 Widget Build Fab sy Proto FA F1 F2F3 A 77 Detail Design 78 Code 79 Integration Test & Release 80 Gizmo SW - Build 2 81 Requirements Analysis 82 83 84 85 Preliminary Design Detail Design Code Integration Test & Release 130 GBXX GI,2001 Widget I&T Planning Fixtures FAT Qual Reg 86 Gizmo SW - Build 3 87 Requirements Analysis 88 Preliminary Design 89 Detail Design 90 Code 91 92 93 Production Procure Integration Test & Release 142 GDXX GI,2001 System Level I&T PT FAT F1 F2 F3 94 Fab 95 Assy 96 Prototype 97 First Article 98 Flight 1 99 Flight 2 100 Flight 3 101 Widget Build 102 Procure 103 Fab Custom Schedule Filter 104 Assy 105 Prototype 106 First Article 107 Flight 1 108 Flight 2 109 Flight 3 110 GizmoFlotchy Build 111 Procure 112 Fab 113 Assy 114 Prototype 115 First Article 116 Flight 1 117 Flight 2 118 Flight 3 119 Integration & Test 120 Prep Test Plans & Procedures 4/13 121 Design & Build Fixtures 122 FAT Test 123 Qual Test 124 Regression Test 125 Prototype 126 First Article 127 Flight 1 128 Flight 2 129 Flight 3 130 Widget I&T 131 Prep Test Plans & Procedures 132 Design & Build Fixtures 133 FAT Test 134 Qual Test 135 Regression Test 136 GizmoFlotchy I&T 137 Prep Test Plans & Procedures 138 Design & Build Fixtures 139 FAT Test 140 Qual Test 141 Regression Test 142 System Level I&T 143 Prototype 144 145 146 147 148 Deliveries First Article Flight 1 Flight 2 Flight 3 16
  • 17. Taming the Schedule Beast • The Scheduler’s Tool Kit • Use of Schedule Templates • Use of Codes to Manipulate and Display MS Project Data • Common View, Filter, & Table Names • Limiting the Use of Constraints in the Database • Linking only Detail Activities • Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months) • Meaningful Activity Descriptions • Other Items of Interest 17
  • 18. MS Project Views, Filters, & Tables 2005 2006 ID Task Name Dur Start Finish J J A S O N D J F M A M J J A S O N D J F 1 The Big Project 796d 10/29/03 11/15/06 2 Program Milestones 660d 1/1/04 7/12/06 13 Program Mgmt 660d 1/1/04 7/12/06 84 System Engineering 706d 10/29/03 7/12/06 Activity 102 Hardware Dev 660d 1/1/04 7/12/06 Selection 103 104 Widget Dev Widget Lead 660d 660d 1/1/04 1/1/04 7/12/06 7/12/06 (Filter) 105 Initial Planning for IBR 60d 1/1/04 3/24/04 106 SRR P.O.P. 80d 3/25/04 7/14/04 & 107 PDR P.O.P. 80d 7/15/04 11/3/04 Sort 108 109 CDR P.O.P. MRR P.O.P. 80d 50d 11/4/04 2/24/05 2/23/05 5/4/05 110 TRR P.O.P. 50d 5/5/05 7/13/05 111 1st Del P.O.P. 60d 7/14/05 10/5/05 112 Lot 1 Dels P.O.P. 100d 10/6/05 2/22/06 113 Lot 2 Dels P.O.P. 100d 2/23/06 7/12/06 Table View 18
  • 19. MS Project Views, Filters, & Tables Con’t Views are listed Alphabetically • Un-Organized • Organized • Confusing View Names • View Names Easy to Understand • Time is wasted looking for or Recreating Views • Standard Set of Views; Saves Time Work Smarter....Not Harder!!! 19
  • 20. Taming the Schedule Beast • The Scheduler’s Tool Kit • Use of Schedule Templates • Use of Codes to Manipulate and Display MS Project Data • Common View, Filter, & Table Names • Limiting the Use of Constraints in the Database • Linking only Detail Activities • Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months) • Meaningful Activity Descriptions • Other Items of Interest 20
  • 21. Limit the Use of Schedule Constraints 2004 2005 2006 ID Task Name Dur Constraint Type Constraint Start Finish D J F M A M J J A S O N D J F M A M J J A S O N D J F 1 Wig Mod 1-Module 1 532d As Soon As Possible NA 1/15/04 1/27/06 2 Wig Mod 1-Requirements Analysis 152d Finish No Earlier Than 8/13/04 1/15/04 8/13/04 3 Wig Mod 1-Preliminary Design 60d Finish No Earlier Than 11/5/04 8/16/04 11/5/04 4 Wig Mod 1-Detail Design 80d Finish No Earlier Than 1/28/05 11/8/04 2/25/05 5 Wig Mod 1-Drafting & Engineering 60d Finish No Earlier Than 5/20/05 2/28/05 5/20/05 Release 6 Wig Mod 1-Design Verification 120d Finish No Earlier Than 11/4/05 5/23/05 11/4/05 7 Wig Mod 1-Design Update & Lot 2 60d Finish No Earlier Than 1/27/06 11/7/05 1/27/06 Eng Release Set when manually inserting Start & Finish dates, many times Unintentionally Set by the user 21
  • 22. Limit the Use of Schedule Constraints Con’t 2004 2005 2006 ID Task Name Dur Constraint Type Constraint Start Finish D J F M A M J J A S O N D J F M A M J J A S O N D J F 1 Wig Mod 1-Module 1 532d As Soon As Possible NA 1/15/04 1/27/06 2 Wig Mod 1-Requirements Analysis 152d Finish No Earlier Than 8/13/04 1/15/04 8/13/04 3 Wig Mod 1-Preliminary Design 60d Finish No Earlier Than 11/5/04 8/16/04 11/5/04 4 Wig Mod 1-Detail Design 80d Finish No Earlier Than 1/28/05 11/8/04 2/25/05 5 Wig Mod 1-Drafting & Engineering 60d Finish No Earlier Than 5/20/05 2/28/05 5/20/05 Release 6 Wig Mod 1-Design Verification 120d Finish No Earlier Than 20d 11/4/05 10/10/05 11/4/05 Constraints 7 Wig Mod 1-Design Update & Lot 2 60d Finish No Earlier Than 1/27/06 11/7/05 1/27/06 Eng Release Block Activity Shift • Schedule Tool Can not Calculate Dates • May Lead to Faulty Critical Path Identification • Constraints, Sometimes Hard to Spot, Once Set • Let The Scheduling Tool Work For You ! Work Smarter....Not Harder!!! 22
  • 23. Taming the Schedule Beast • The Scheduler’s Tool Kit • Use of Schedule Templates • Use of Codes to Manipulate and Display MS Project Data • Common View, Filter, & Table Names • Limiting the Use of Constraints in the Database • Linking only Detail Activities • Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months) • Meaningful Activity Descriptions • Other Items of Interest 23
  • 24. Linking only Detail Activities • Linking Summary Activities – Only Able to Identify the Critical Area • Linking Detail Activities – Able to Identify the Critical Activities 24
  • 25. Taming the Schedule Beast • The Scheduler’s Tool Kit • Use of Schedule Templates • Use of Codes to Manipulate and Display MS Project Data • Common View, Filter, & Table Names • Limiting the Use of Constraints in the Database • Linking only Detail Activities • Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months) • Meaningful Activity Descriptions • Other Items of Interest 25
  • 26. Use Common Time Units for Duration Total Slack Becomes Confusing using different time units for the Duration Work Smarter....Not Harder!!! 26
  • 27. Taming the Schedule Beast • The Scheduler’s Tool Kit • Use of Schedule Templates • Use of Codes to Manipulate and Display MS Project Data • Common View, Filter, & Table Names • Limiting the Use of Constraints in the Database • Linking only Detail Activities • Use Common Time Units for Duration (Stick to one; Days, Weeks, or Months) • Meaningful Activity Descriptions • Other Items of Interest 27
  • 28. Meaningful Activity Descriptions 2004 2005 ID WBS Task Name D J F M A M J J A S O N D J F M A M J J A S O N D 3 IMP Program Milestones Award IBR SRR PDR CDR MRR TRR 18 CAXX Widget Devolpment 19 CABX Widget - Module 1 Reqmts PD DD Rel DV 25 CACX Widget - Module 2 Reqmts PD DD Rel DV 26 WP 1 Requirements Analysis 27 WP 2 Preliminary Design 28 WP 3 Detail Design 1 29 WP 4 Drafting & Engineering Release 30 WP 5 Design Verification 31 CADX Widget - Module 3 Reqmts PD DD Rel DV 32 WP 1 Requirements Analysis 33 WP 2 Preliminary Design Schedules Often Repeat 2 34 WP 3 Detail Design Activity Sequence 35 WP 4 Drafting & Engineering Release 36 WP 5 Design Verification 37 CBXX GizmoFlotchy Development 38 CBBX GizmoFlotchy - Module 1 Reqmts PD DD Rel DV 39 WP 1 Requirements Analysis 40 WP 2 Preliminary Design 41 WP 3 Detail Design 3 42 WP 4 Drafting & Engineering Release 43 WP 5 Design Verification 44 CBCX GizmoFlotchy - Module 2 Reqmts PD DD Rel DV 45 WP 1 Requirements Analysis 46 WP 2 Preliminary Design 47 WP 3 Detail Design 4 48 WP 4 Drafting & Engineering Release 28 49 WP 5 Design Verification
  • 29. Meaningful Activity Descriptions Con’t What Happens When Detail Design Activities are Selected in a Schedule Report? 29
  • 30. Meaningful Activity Descriptions Con’t Short Descriptive Labels Help to ID Schedule Tasks Try to limit length to 25 Characters. Work Smarter....Not Harder!!! 30
  • 31. Other Items of Interest • 3rd Party Schedule Checking Software • Use of Schedule Check Lists • Use of Schedule Frag-net libraries • Scheduler’s Interview Standard Question Lists 31
  • 32. Agenda • Scheduling Issues – The Schedule Beast • Taming the Schedule Beast • Scheduling with the help of MS Excel & MS Access • Calculating Earned Value • 2 New Concepts • Questions 32
  • 33. MS Excel - Concatenation Work Smarter....Not Harder!!! 33
  • 34. MS Access – MS Project DB Clean-up 1. Save Initial MPP file as a MS Access DB File 2. Open File in MS Access & Run the Utility: Compact & Repair 3. In MS Project; Open the “Saved MS Access DB File and Re-Save as a MS Project File 34
  • 35. Agenda • Scheduling Issues – The Schedule Beast • Taming the Schedule Beast • Scheduling with the help of MS Excel & MS Access • Calculating Earned Value • 2 New Concepts • Questions 35
  • 36. Calculating Earned Value Weighted Milestones March ID Task Name Duration Start Finish % F S S M T W T F S S M T W T F S S M T 1 Any Ole 10 days 2/24/04 3/8/04 10% Task 2 Any Ole 10 days 2/24/04 3/8/04 20% Task 3 Any Ole 10 days 2/24/04 3/8/04 30% Task 4 Any Ole 10 days 2/24/04 3/8/04 40% Task 5 Any Ole 10 days 2/24/04 3/8/04 50% Task 6 1 day? 3/30/04 3/30/04 0% 7 1 day? 3/30/04 3/30/04 0% • MS Project Percent Complete is Based on Duration • This Works Great if Task is Level Loaded • What if Activities are Front/Back Loaded? 36
  • 37. Calculating Earned Value Weighted Milestones Con’t ID Task Name Hours -1 1 2 3 4 5 6 7 8 9 10 1 Widget Detail Design 564 2 PDR Action Items 24 24Hrs / 564Tot Hrs = .05%Wgt 3 Design Routings 182 182Hrs / 564Tot Hrs = .32%Wgt 4 Drafting 70 70Hrs / 564Tot Hrs = .12%Wgt 5 Thermal Analysis 40 40Hrs / 564Tot Hrs = .07%Wgt 6 Structrual Analysis 70 70Hrs / 564Tot Hrs = .12%Wgt 7 Reliability Study 50 50Hrs / 564Tot Hrs = .09%Wgt 8 Eng Review (CDR) 40 40Hrs / 564Tot Hrs = .07%Wgt 9 Artwork 60 60Hrs / 564Tot Hrs = .12%Wgt 10 Final Drafting 8 8Hrs / 564Tot Hrs = .01%Wgt 11 Assy Drawing 8 8Hrs / 564Tot Hrs = .01%Wgt 12 Drawing Package Rel 12 12Hrs / 564Tot Hrs = .02%Wgt 37
  • 38. Calculating Earned Value Weighted Milestones Con’t ID Task Name WP Wgts Hrs % -1 1 2 3 4 5 6 7 8 9 10 1 Widget Detail Design 0 564 22% 2 PDR Action Items 0.04 24 25% 3 Design Routings 0.32 182 80% 4 Drafting 0.12 70 0% 5 Thermal Analysis 0.07 40 10% 6 Structrual Analysis 0.12 70 2% 7 Reliability Study 0.09 50 0% 8 Eng Review (CDR) 0.07 40 0% 9 Artwork 0.12 60 0% 10 Final Drafting 0.01 8 0% 11 Assy Drawing 0.01 8 0% 12 Drawing Package Rel 0.02 12 0% Detail Design 22% Complete 38
  • 39. Calculating Earned Value Weighted Milestones Con’t ID Task Name Real % C WP Wgts % -1 1 2 3 4 5 6 7 8 9 10 1 Widget Detail Design 27.84 0 22% 2 PDR Action Items 1.06 0.04 25% 3 Design Routings 25.82 0.32 80% 4 Drafting 0 0.12 0% 5 Thermal Analysis 0.71 0.07 10% 6 Structrual Analysis 0.25 0.12 2% 7 Reliability Study 0 0.09 0% 8 Eng Review (CDR) 0 0.07 0% 9 Artwork 0 0.12 0% 10 Final Drafting 0 0.01 0% 11 Assy Drawing 0 0.01 0% 12 Drawing Package Rel 0 0.02 0% • MS Project % Complete is Based on Duration Not Weights • Embedding Equations Directly in MS Project Saves Time and Displays Status More Accurately Work Smarter....Not Harder!!! 39
  • 40. Calculating Earned Value Weighted Milestones Con’t 1 Click 3 Click 2 Click 6 Insert Formula 4 Click 5 Click 8 Click 7 Click 40 9 Click
  • 41. Agenda • Scheduling Issues – The Schedule Beast • Taming the Schedule Beast • Scheduling with the help of MS Excel & MS Access • Calculating Earned Value • 2 New Concepts • Questions 41
  • 42. Schedule Inchstones/QBDs 15% MS Project Activities are kept at a ~higher Inchstones Calculate Project level or Critical Path Level in the Activity % Complete Project’s Schedule Database Inchstones Reference Unique Project ID# Inchstones are planned within the Project’s Baseline Start & Finish Dates 873 • Lower Level Detail Activities are maintained at the Element/Subsystem level in Inchstone Reports that can calculate a Task completion estimates based on assigned weightings • Benefits: • - Enhances the use of Task Orders or Performance Plans • - Keeps work plans with the people doing the work! • - Reduces Need for a Large Scheduling Staff • - Reduces quantity of Scheduling SW Licenses • - Keeps Project Databases manageable 42 MS Excel (most people have)
  • 43. BPSCI Bill Paradis Schedule Completion Index • The BPSCI Assigns a schedule completion rating to the schedule by period • This helps to the scheduling team and the project determine the level of schedule commitment to completing activities in the schedule and improves schedule completion estimates 43
  • 44. The End Questions?? William Paradis William.g.paradis@nasa.gov 44