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How Task Dates Are Automatically Set in Microsoft Project (Part 2)

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Have you ever been unable to change the start date of a task in Microsoft Project?  You type in 11/2 for the start date and it changes back to 11/19.  In most cases, Project is not misbehaving; you need to understand what Project assumes when it schedules tasks. In this three-part series, we’ll explore how Project’s scheduling algorithms use links, constraints, preset options, and dates to automatically set your task start and finish dates. 

(more…)

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How Task Dates Are Automatically Set in Microsoft Project

Posted on

Have you ever been unable to change the start date of a task in Microsoft Project?  You type in 11/2 for the start date and it changes back to 11/19.  In most cases, Project is not misbehaving; you need to understand what Project assumes when it schedules tasks. In this series, we’ll explore how Project’s scheduling algorithms use links, constraints, preset options, and dates to automatically set your task start and finish dates. 

Part 1 of 3 introduces the topic and covers the first two considerations to keep in mind regarding MS Project’s scheduling priorities.

(more…)

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Simple Ways to Optimize Your Project Plan in MS Project

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The process of ensuring that resources are realistically scheduled in your work plan is referred to as load leveling. When you level the planned load for your resources, you may have to balance several factors. These include:

  • The amount of work a resource can do in a time period (e.g. Hours per day)
  • The sequence of tasks in the project as defined by dependencies
  • The skills required to perform particular tasks
  • The expected timeline for the project
  • The utilization rate for the resources.

Typically you will have to trade off some of these factors to arrive at the “best” schedule for your particular project.  As we covered in our last post on Resource Workload Information, this means that you will have to check and adjust information across multiple views. (more…)

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Using Microsoft Project Views to Gauge How Realistic a Project Plan Is

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Introduction

One of the key ingredients to managing a successful project is to start off with a Microsoft Project plan that is complete and optimized. An “optimized” plan is one in which:

  • Everything that is known is put into a plan that meets the overall project objectives and
  • The project delivers on the objectives of on-time, on-budget, with high quality, and a satisfied client.

It can be somewhat subjective to determine whether your plan is optimized but the minimum requisites ar as follows:

  1. All phases, tasks, and milestones required to meet the project objective are loaded into the work plan.
  2. All resources are assigned to the tasks they will perform.
  3. Reliable work or duration estimates are assigned to each resource assignment.
  4. The resources can realistically perform the work assigned according to the current estimated task start and finish dates, and all tasks can be completed by the target finish date and budget for the project .

(more…)

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