Departments and Projects in MS PROJECT 2010 – Part 2

 

Hi,

as you know from my last Post, I created Departments, and I have assigned to the Project Manager Projman2 two departments (SIR and SIC), and no department to Project Manager named Projman1.

Now let’s suppose that Project Manager Projman1is logged on the Project Server 2010 and he wants to Create new Project  with no Department field!

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and then:

image

and I will get:

image

I am going to Save Publish that Project:

image

and:

image

OK!

I am going to log in as a Project Manager 2and I will create new Project for SIR Sector like this:

image

I am going to save this Project too:

image

and I will publish it (I won’t show you that Picture Again, why should I? :-))

Now I am going to log in to PWA as Projman1, and I am going to Project Center:

image

As you can see, Projman1 can see both Projects!

Now I am going to log in to PWA as Projman2, and I am going to Project Center, too:

image

As you can see, Projman2 can only those Project that belongs to his Department!

If you have custom fields which are going to be used for some department, and you do not want that other departments use those specific custom field you, department fields are to filter which custom field can you access!

Suppose that I have Custom field for SPIG department like this one:

image

and one for SIR Department:

image

I will now open FIRST SPIG PROJECT in MS PROJECT PRO 2010 (logged as Projman1, and Projman1 has no Department), and I am going to the Project Information:

image

as you can notice, since this Project is for SPIG department I can see SPIG DEPARTMENT CUSTOM FIELD, but not the SIR DEPARTMENT CUSTOM FIELD! The same will be if I connect as a Projman2!

If  I open FIRST SIR PROJECT, and if I look at Project Information I will see:

image

To conclude,  Custom fields are not for security, but for filtering which custom and/or Projects can be seen by whom and where!

I will not be able to answer your questions, nor will I write an new post for next 10 days, because I’m going to attend MVP summit in Seattle for February 16 to February 24 2013.

Stay tuned!

Regards

Posted in Uncategorized | 2 Comments

Departments and Projects in MS PROJECT 2010 – Part 1

 

Hi,

today I am gong to show how are Departments connected with Projects in MS PROJECT SERVER 2010!

First let me show you Departments in my Company:

image

and than:

image

and I will get:

image

Now I am going to show my Resources:

image

and I will get:

image

I have:

  1. One Administrator
  2. Two Executive Managers
  3. Two Portfolio Managers
  4. Two Project Managers
  5. Two Resource Managers
  6. Two Team Leads
  7. Five Team Members

I gave them descriptive names for easier Tracking my future Posts!

I will now say that Project Manager 1 can access to all projects, and Project Manager 2 can access only to Projects which belongs to SIR (Infrastructure), and SEC (E-commerce) Departments:

image

and:

image

As you can see, I didn’t choose any Department, so Project Manager 1 will see Projects from all Departments!

For Project Manager 2, I will fill Department field with:

image

OK!

Now I will say (on the Same way), that:

  1. Team Member 1 is member of SPIG Department
  2. Team Member 2 is member of SPIG Department
  3. Team Member 3 is member of SIR Department
  4. Team Member 4 is member of SIR Department
  5. Team Member 5 is member of SEC Department

I am going to use MS PROJECT PROFESSIONAL 2010 for that!

image

and I will get (notice that I am adding Enterprise field in a View)added:

image

and I will now fill it:

image

After I fill them all, I will have:

image

I’m going to save this to the Enterprise (PROJECT SERVER 2010)!

OK!

What is next? I’ll show you that Project Manager 1 can Access all Projects, and all Resources, but Project Manager 2 can not, or he can?

For that, read my next Post 🙂

Regards

Posted in MICROSOFT PROJECT, Microsoft PRoject 2010, Microsoft Project Server 2010, PMI, PRoject Management | Tagged , , | Leave a comment

How to make modified Calendar default for future Projects in MS PROJECT 2013!

 

Hi,

here is the question from my Blog reader: “Is there a way to change the default calendar so that every new project is created with the predefined working time?”

Let me show you how can you accomplish that!

I will open a brand new Project ins MS PROJECT 2013, and I will say that Default Start Time is 08:00, and default End Time is 16:00. Click on the File Tab, and then:

image

and then:

image

OK!

Now I am going to modify the Calendar! I will say that new year is recurring holiday at 01.01. every year. My Company give as day off at 02.01 every year, and at (for example) 01.02 every year. We will use same procedure for each of these holydays, so I will show you how to do it on New Year:

image

I will do the same thing for other Holidays, as I mentioned:

image

I will change working time from 08:00 to 16:00 with no break:

image

Now I am going to save this Project as a Template:

image

and then:

image

The name of this Template is My Project 2013 Template! I will get:

image

Here I can choose which Values is not going to be saved in my template! I will choose all of them, and I will click Save button!

Now I am going to Crate a brand new Project form my Template:

image

and I will get:

image

I will add the Task with 5 days Duration:

image

As you can see this task will start on Tuesday, 29.1.2013, and it will be Finished at Tuesday 5.2.2013. Why?

Because I set 01.02. (Friday) as non working day, so task will be performed at Tuesday, Wednesday, Thursday, Monday, and Tuesday!

And one important thing. When you save your Project created from Template, save it as a Project (.mpp file), not as a Template again!

 

Easy, isn’t it?

 

Regards!

Posted in MICROSOFT PROJECT, Microsoft Project 2013, PMI, PRoject Management | Tagged , , , | 8 Comments

How to apply Project Calendar in MS PROJECT 2013

Hi,

My Blog reader had a problem. He made a Calendar for his Project in MS PROJECT 2013, but he forgot to apply it to the specific project. How to do it after you have a Tasks, and/or resources.

First I will crate a brand new Project Calendar:

image

I will create Calendar with “MY CALENDAR” name, and I will, just for example, make an exception like Holydays from 01.01.2013 to 31.01.2013:

image

and:

image

Now suppose that I have Tasks in my Project:

image

As you can see Start date of Task1 is 22.1.2013. Now I will assign the MY CALENDAR to the Project:

image

and I will get:

image

As you  can see everything is perfect! But what if had assigned resources before I have applied this Calendar?

image

and:

image

when I apply MY CALENDAR now i will get:

image

Where is the difference between two pictures above? NOWHERE! If you have resources assigned to the Tasks, and you change your project Calendar it will not be applied to the tasks, because Resources has Standard Calendar assigned to them! So you should change Calendar for all resources like this:

image

and I will get:

image

Now I will add new Task to the Project:

image

I will add a new Resource, as well:

image

As you can see, because I  have assigned MY CALENDAR to the whole Project every new Resource will have by default this Calendar as a Base Calendar.

Simple as that!

Regards!

Posted in Uncategorized | 21 Comments

Slack (or Float) types in Microsoft Project 2013, Part 2

 

Hi,

Let us continue with Slack story in MS PROJECT 2013.

First I will create a new Project with Task List:

image

Because picture is too big I will show you the Gant Chart:

image

Now, again I will apply the Detail Gant View:

image

and:

image

and I will get:

image

OK. Let me explain!

Task 1, and Task 2¨are on the Critical Path. On the Critical path if any Activity (Task) is late, the whole Project is late, so in the Critical Path, slack is ZERO!

I will now show you the Free Slack, and the Total Slack fields!

image

  • Task 1, and Task 2 are on the Critical Path, so the Free Slack, and Total Slack are zero
  • Task 3 is predecessor of Task 4 and it has Free Slack zero days (because free slack is amount of time that Task can be late without making late his successor), but Total slack is 10 days, because if Task 3 is late 10 days, the Project will still finish on time!
  • Task 4 has 10 days of Total Slack, and free slack, because it has no Successor!
  • Task 5 has 9 days of Free slack (because Task 6 should start after Task 4, and Task 6 are finished). It has 18 days of Total Slack, and that is obvious, because if it is late up to 18 day, the Project will still be on time!
  • Task 6 has 9 days of Total Slack, and free slack, because it has no Successor!
  • Task 7 is predecessor of Task 6 and it has Free Slack zero days (because free slack is amount of time that Task can be late without making late his successor), but Total slack is 9 days, because if Task 7 is late 9 days, the Project will still finish on time!
  • Task 8 is the same as Task 7

OK. Can Float be negative? Yes it can!

Here is the example:

image

Now I will put a hard constraint to the Task 3, so it Must Start on January 10, 2013:

image

and I will get the Warning:

image

and then:

image

Finally I will get:

image

As you can see, because Task 2, and Task 3 has Finish to Start Relationship, and Task 3 must begin one day before Task 2 is finished it has –Slack 1day (negative slack).

 

Regards,

Posted in MICROSOFT PROJECT, Microsoft PRoject 2010, Microsoft Project 2013, PMI, PRoject Management | Tagged , , , , , , | 1 Comment

Slack (or Float) types in Microsoft Project 2013, Part 1

 

Hi,

Today I am going to explain slack, or float in MS PROJECT 2013.

There are two types of slack in MS PROJECT 2013:

  1. Free slack:
    The free slack of an activity is the time this activity can be delayed without impact on the following activity.
  2. Total slack:
    The total slack of an activity is the time this activity can be delayed without impact on the finish date of the project.

First, let me show you that on this pictures:

image

image

Here is the example:

image

As you can see, The Critical Path is: Prepare Outline –> Create Slides –> Add Artwork to Slides –> Review & Spell Check. Tasks Crate Artwork, and  Write Speakers Notes are not on the Critical path and they have a Slack!

  1. Task Crate Artwork has Free slack = 22 – 12 = 10 days
  2. Task Write Speakers Notes has Free slack = 22 – 3 = 19 days
  • If Create Artwork Task is late more than 10 days, Task Add Artwork will be late, as well.
  • If Write Speakers Notes Task is late more than 19 days, Task Add Artwork will be late, as well.

Now I am going to put those Tasks into MS PROJECT 2013.

image

As you can see, My Project will take 25 days!

Now I will apply Detail Gant View:

image

and then:

image

and I will get (I will show two pictures because it doesn’t fit on the screen):

image 

and:

image

You can see that Tasks  Create artwork, and Write Speakers Notes are not on the Critical path and you can see their Free Slack (10 an 19 days)!

Now I will add two new field in my Detail Gant View: Free slack, and Total Slack:

image

As you can see my calculation is correct.

Slack can be positive, zero, or negative!

Total slack can be different from free slack, of course!

Do you want an example? Read my next post!

Regards,

Posted in MICROSOFT PROJECT, Microsoft PRoject 2010, Microsoft Project 2013, PMI, PRoject Management | Tagged , , , , , | 1 Comment

HAPPY NEW YEAR

My dear Blog readers,

instead of new Tips and Tricks in MS PROJECT 2013 /2010 this week, I am whishing you a great New Year!

Thank you for your comments, observations, questions, and mentions!

Best regards,

Nenad

 

Posted in Uncategorized | Leave a comment

Overtime, Costs, and Fixed Duration in MS PROJECT 2013

Hi,

I got this issue from my Blog Reader:

“OK. I am entering in hours in overtime work field as the instructions note but when I view the cost table, only the regular hours are calculated in the cost. This task is fixed duration for the entire month. The reason is that as overtime is added more volume is processed and the schedule does not change. We are measuring/planning resource cost per task for each month.How do I get a total cost for regular and overtime hours spent on this task?”

As far as I understand, overtime hours are added to Actual hours! Let me try! With MS PROJECT 2013.

image

Now I will add a new Resource:

image

I will assign Resource to the Task:

image

Now double click on the Task and:

image

Now let’ see the Cost Table:

image

Task has ! month duration = 20 days = 20 * 8 hours per day = 160 hours, and because it is all Standard time ($100/hour) = 160 * $100 = $1600!

Now the overtime!

image

Click anywhere at the bottom part of the screen, and then:

image 

 

and here it is:

image

Now, let suppose that I enter 40 hours as Ovt. work:

image ¸

and I will get:

image

The Task is now splinted, but will end sooner! Why, because the Resource will work 1 month (e.g. 160 hours, but 40 of them will be overtime! So this 40 hours does not mean that the Resource will work 40 hours more! NO! It will work 160 hours!)

Let us see a Cost Table:

image

160 hours = 120 hours (Standard time) * $100 (Standard rate) + 40 hours (Over time) * $200 (Overtime rate) = $12000 + $8000 = $20.000. Everything is fine!

Well let’s suppose that I want that my Resource work 200 hours (160 Regular + 40 Overtime):

image

There is no splitting! Now, let us see Cost Table:

image

200 hours = 160 hours (Standard time) * $100 (Standard rate) + 40 hours (Over time) * $200 (Overtime rate) = $16000 + $8000 = $24.000. Everything is fine!

Now let’s put some Actual Via Resource Usage View:

image

The Cost Table:

image

10 hours = 8 hours (Standard time) * $100 (Standard rate) + 2 hours (Over time) * $200 (Overtime rate) = $800 + $400 = $1.200. Everything is fine!

Now I will put 8 hours instead of 10:

image

8 hours = 8 hours (Standard time) * $100 (Standard rate)  = $800. Everything is fine!

And finally, I will put 16 hours instead of 10:

image

Now Be Careful!!! Initially work was 10 hours for this Task (8 hours regular and 2 hours overtime) When I put 16 instead of 10 MS PROJECT will calculate:

16 hours = 14 hours (Standard time) * $100 (Standard rate) + 2 hours (Over time) * $200 (Overtime rate) = $1400 + $400 = $1.800. Everything is fine!

What if you want to put some actual overtime work instead (for example 8 hours of actual and 8 hours of overtime work)? Piece od cake:

image

and then I will put 16 hours of Actual Work and 8 hours of Actual Overtime work:

image

16 hours = 8 hours (Standard time) * $100 (Standard rate) + 8 hours (Over time) * $200 (Overtime rate) = $800 + $1.600 = $2.400. Everything is fine!

 

I wish you a Mary Christmas!

 

Regards!

Posted in MICROSOFT PROJECT, Microsoft Project 2013, PRoject Management | Tagged , , | Leave a comment

Night Shift Calendar in MS PROJECT 2010 / 2013

 

Hello,

again one of my Blog reader is in trouble: “SIR, PLEASE HELP ME IN MAKING A NIGHT SHIFT CALENDER WITH A DETAIED EXAMPLE WITH A BREAK DUARTION 01:00 AM TO 02:00 AM AND THE START TIME OF THIS SHIFT WILL BE FROM 06:00 PM IN MS PROJECT 2010.”

I di not get any further information about this problem, so I do not know is that night shift is for whole project or just for some resources, so I assume that is for whole project!

I will crate brand new Calendar:

image

Now I will create a brand new Calendar:

image

and then:

image

I will get this:

image

and:

image

Now I will assign this calendar to the whole Project like this:

 image ¸

Now, back to my Task:

image

and:

image

and finally:

image

As you can see the work will be from 18:00 to 03:00 with a break between 01:00 and 02:00!

Few Tips:

  1. If you assign a Resource with different work time, (Resource Calendars) this Calendar will take a precedence
  2. If you have a Task with specific Calendar it will take a precedence (High Priority)

Be aware of that.

Regards

Posted in Uncategorized | 3 Comments

How to get percentage of costs in MS PROJECT 2010 or 2013!

 

Hi,

my Blog reader have a problem! He want to know how much money did he spend and, he wants that in percentage of Baseline in MS PROJECT 2010. He had sent me his mpp file!

Here it is:

image

I will show Resources:

image

You can see that some of them are over allocated, but this is not relevant for our story!

I am going to save the plan as a Baseline:

image

and then:

image

Let’s take a look at the Cost Table:

image

Now I am going to create Custom field:

image

and then:

image

Now I will choose that I want Formula for this field:

image

and then:

image

and I will create this formula:

image

Now I will change the Cost Table:

image

and then:

image

and finally:

image

Now I have this my custom field in the Cost Table:

image

Now I will enter some actual data:

image

and:

image

and I will get:

image ¸

And for the end, few tips!

  1. The custom field and the cost Table should be make available for all projects! To get that you should use organizer!
  2. If the Baseline is not set, you will get an #ERROR in this Custom field
  3. If you are using Baseline1, Baseline2, etc, you should make another Custom field(s) or use IIF function!

I hope this is helpful to my friend!

Regards!

Posted in MICROSOFT PROJECT, Microsoft PRoject 2010, Microsoft Project 2013, PRoject Management | Tagged , , , | 4 Comments