How to save the Project plan in Microsoft Project 2010?

 

Hi,

In your project, you should establish a good Project Plan. How to do it with MS PROJECT 2010?

  1. Make a good task list (what to do?)
  2. Make a good duration estimation (how long will it take for the task to be completed?)
  3. Link those tasks (how much time do we need to finish the project?)
  4. Make a good resource plan and assign appropriate resources to the Tasks (who will do it?)
  5. Make a good cost estimation for Resources and Tasks (how much money do we need?)

When we have all of these, and we are certain that those are well planned we should save this Plan.

I will give you example with one very simple project. I have four Task:

image

in Gantt chart:

image

I have four Resources:

image

and the costs are:

image

You can see the Baseline column which is empty!

Now I am ready to save my plan. In MS PROJECT 2010 when you save a plan you are actually saving the Baseline. You can do it here:

image

and you will get:

image

You can save up to 11 Baselines (Baseline, Baseline1, Baseline2, …, Baseline10). You can not rename the Baseline (for example in First Plan accomplished at 15.12.2011), and that is bad, but there is no help, so you must remember  what is saved in each baseline. But why do we have more than 1 baseline, you may ask? Well, if a huge change comes in your project plan and you want to compare later what was planned at the beginning and compare your initial plan with other plans then you should use more than one plan (Baseline).

When you save your baseline you will get:

  • When you apply the Cost Table:

image

you will get:

image

you can see that Baseline is the same with the Total cost field, because we did NOT start track the progress of our tasks.

  • When you apply the Variance Table you will get:

image

you can see that Baseline Start and Baseline Finish are the same with the Start and Finish field, because we did NOT start track the progress of our tasks.

When you apply the Work Table you will get:

image

you can see that Baseline is the same with the Work field, because we did NOT start track the progress of our tasks.

Now it is a time to switch on the Baseline bar in your Gantt chart:

image

and you will get:

image

at the bottom part (Grey part) of each task you will see the Baseline. For now it is the same as actual is, because we did not report any task progress yet.

Finally, what is saved in a Baseline?

  1. Budget work is saved in a Baseline Budget work field
  2. Budget cost is saved in a Baseline Budget work field
  3. Fixed cost saved in a Baseline Fixed cost field
  4. Fixed cost accrual saved in a Baseline Fixed cost accrual field
  5. Estimated duration (for manually scheduled task e.g. 1 day) saved in a Baseline Estimated duration field
  6. Estimated start (for manually scheduled task e.g. 1 project start date) saved in a Baseline Estimated start field
  7. Estimated finish (for manually scheduled task e.g. 1 project start date) saved in a Baseline Estimated finish field

And that is it! The PLANNING PHASE is finished. Now we can start to track actual progress. How? Read my next post.

 

Until then, best regards!

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About Nenad Trajkovski

Location: Zagreb, Croatia Occupation: Project Manager Interests: Project Management and MS PROJECT He was born in Zagreb, Croatia at 1963. After completing his college he started working on projects in different business areas (banking, manufacturing, automotive industry, distribution, oil companies, etc.) developing and implementing ERP systems into different companies. He has got a lot of experience working with people in different business processes and also possesses great knowledge in information technologies and financial services. Today he works as a business consultant, adn Project Manager in PERPETUUM MOBILE d.o.o. Zagreb. He is a regular lecturer for Project Management in MS Innovation Center in Varaždin, Logosoft Sarajevo in Bosnia and Herzegovina and SEAVUS GROUP in Skopje Macedonia. He was named the best lecturer of WINDAYS 2008 while his lecture was also voted as the best. In addition, he was in TOP 10 lecturers at the MS SINERGY 2009 and MS VISIA 2009, 2010. Shares first place as the best lecturer of KulenDays 2009 and 2010 and PMI Conference 2009 in Zagreb. He is also a regular lecturer in the MS Community. He is a Certified Accountant and a PMP (Project Manager Professional) and a PMI-RMP (Risk Manager Professional), MCP, MCT, and Microsoft Certified Technical Specialist - Microsoft Project 2010. From 01.01.2012 awarded with MVP (Microsoft Most Valuable Proffesional - Microsoft Project)!
This entry was posted in MICROSOFT PROJECT, Microsoft PRoject 2010, MS PROJECT 2010, PMI, PRoject Management and tagged , , , , . Bookmark the permalink.

3 Responses to How to save the Project plan in Microsoft Project 2010?

  1. udul says:

    Thank you very much , you make my job easier

  2. malaysia travel says:

    There’s definately a lot to know about this topic. I like all the points you have made.

  3. Tomislav Bronzin says:

    Congratulation! Well deserved!

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