Thursday, October 5, 2017

User goal: Bring in the project end date

User goal: Bring in the project end date

Bring in the end date user goal image

You've made changes to your project schedule and now the end date has moved out too far.

To fix the end date of the project, adjust the tasks that impact the end date the most. These tasks lie on the critical path of the project.

For more articles in this series of project management instructional guides, see The Project Road Map.

Project management tips before you start

When you make changes to your schedule, there are three factors you need to look at: cost of the project, scope of deliverables, and time. These are often shown as a triangle. You can't change one point of the triangle without affecting the others.

Project triangle

Here are examples of what this means for your project end date.

  • When you bring in the scheduled end date, you might end up with increased costs and decreased scope.

  • If you plan on never changing the costs of the project, the result might be a longer schedule and a decreased scope.

  • If you increase scope or the number of deliverables, your project might take more time and cost more money with extra workers or resources.

If you're new to project management    No matter how well you plan a project, things will go wrong. Start looking for problems now rather than later when things could get much worse.

Here are a few ways to get you started monitoring and fixing your project.

  • Look at the most important tasks first    Some tasks are more important than others when you need to resolve problems in your project. The tasks that impact the schedule the most are the critical tasks and are the ones you need to pay the most attention to.

  • Get the right view of your project    Project has numerous views and reports to help you figure out what's wrong with your project. For simple projects, keep a careful eye on the project's end date using the Gantt chart. For complicated projects, check the variance tables or earned value reports.

  • Get weekly status reports    It's not easy for people to send in work status reports. Simple ways to get status would be during weekly team meetings. Collecting status more frequently than weekly can be counterproductive.

If you're a seasoned project manager    You've been a project manager for a long time, but now you're faced with a project that needs close monitoring to stay within budget.

Plus, your sponsor says she wants executive reports on a monthly basis.

Here are a few things to get you started monitoring, reporting and fixing your project.

  • Create a baseline for your project    After you've created your schedule, save a baseline version. A baseline is an original version of your project that you can use to compare against the progress of your tasks.

  • Get the right view of your project    Project has numerous views and reports to help you figure out what's wrong with your project. As projects get more complicated, look at variance tables or earned value reports to see what's wrong.

  • Get weekly status reports    As projects get more complicated, you can use more sophisticated methods to collect weekly status reports. Team members can enter status information in a SharePoint task list, which can then be sync'd with Microsoft Project. If you're using Project Professional, you can also use Project Web App to collect status reports from your team. Collecting status more frequently than weekly can be counterproductive.

  • Understand earned value analysis    Earned value analysis helps you determine if your project is on track.

Monitor your project

Track the progress of your schedule

View task updates from team members to learn where problems are. You can track progress quickly using the Gantt chart, or you can use a sophisticated earned-value analysis.

This helps you see whether work on your project is progressing as expected.

Show the critical path of your project

Show tasks that have the greatest impact on the project end date. Look at these tasks first to fix problems in your schedule.

Choose the right view of your project schedule

Use the views and reports in Project to detect where the problems might be and to help make changes to the schedule.

Set and save a baseline

To start over with your tracking, start a new baseline to compare future progress.

View a report of potential problems

Create and customize graphical reports of project progress. View these reports in Project or export them to other applications like PowerPoint, Word, or Excel.

Find problems using earned value analysis

Earned value helps you answer questions like, "Looking at the amount of work done so far in this project, how much money were we supposed to have spent?" or "Will we finish on time?"

Monitor your project using Project Web App

If you're using Microsoft Project Professional, use Project Web App to collect status information and monitor the progress of your schedule.

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Fix the problems

Change a task duration

Reduce task durations to bring in the end date. Make sure you're reducing task durations for critical tasks that have the greatest impact on the project end date.

Reassign work on a task

When people are working on too many assignments at the same time, let Project distribute work more evenly by leveling resource assignments.

Add additional people to your project

Add people to work on tasks that are pushing out the end date.

Remove a person from the team

Removing people from tasks is another way to bring in the end date of the project. Too many people on a task, or the wrong people, can create communication problems that can increase the task duration.

Change working days for the project calendar

You can bring in the end date of the project by changing people's work calendars. You can add additional work days to people's schedules, or have them work overtime.

Ask a question in the Project forum

Get Project questions answered by experts. The Project forum on Answers.com has experienced users as well as Project consultants ready to answer your questions.

Communicate Project information

After you've made changes to a person's schedule, communicate those changes so information doesn't get lost.

IM chat with project team members using Lync

When quick questions come up about a task, hover over a person's name and click Send an IM to start an instant message session in Lync.

Understand the tradeoffs when managing a project

Any change in a project comes at the expense of time, money, or scope. These are the factors you juggle every day to keep your Project plan on track. Learn how to work with these constraints.

How Project schedules tasks

As Project adjusts your schedule, tasks might move around unexpectedly. Understand the big "Why?" behind Project's powerful scheduling engine.

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