Assignment-Level Tracking Field Calculations in Microsoft® Office Project Kelly Jones PMO Manager,...
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Assignment-Level Tracking Field Calculations in Microsoft® Office Project Kelly Jones Kelly Jones PMO Manager, Information PMO Manager, Information Systems Systems Sharp Healthcare Sharp Healthcare
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Transcript of Assignment-Level Tracking Field Calculations in Microsoft® Office Project Kelly Jones PMO Manager,...
Assignment-Level Tracking Field Calculations in Microsoft® Office Project
Kelly JonesKelly Jones
PMO Manager, Information SystemsPMO Manager, Information Systems
Sharp HealthcareSharp Healthcare
AgendaAgenda
Why Track Why Track Progress?Progress?
Scope of Scope of PresentationPresentation
MS-Project Tracking MS-Project Tracking Fields Fields
Other Fields that Other Fields that Affect MS-Project Affect MS-Project TrackingTracking
Calculation Formulas Calculation Formulas and Optionsand Options
Report DefinitionsReport Definitions Viewing and Editing Viewing and Editing
Assignment Tracking Assignment Tracking FieldsFields
Project Server Project Server Timesheet Tracking Timesheet Tracking ModesModes
Why Track Progress?Why Track Progress?
MonitorMonitor Critical PathCritical Path BudgetBudget
Status ReportingStatus Reporting ForecastingForecasting
Earned ValueEarned Value Build historical information for future Build historical information for future
project metricsproject metrics
Scope of PresentationScope of Presentation
Updating of assignment Updating of assignment tracking fields onlytracking fields only No direct discussion of No direct discussion of
task-level tracking field task-level tracking field updatesupdates
No direct discussion of No direct discussion of costcost Actual Cost and Actual Cost and
Remaining Cost are Remaining Cost are byproducts of actual work byproducts of actual work and fixed workand fixed work
We will discuss Actual We will discuss Actual WorkWork
How do task types affect How do task types affect the calculations?the calculations?
How does an How does an assignment update assignment update affect a task with a affect a task with a single assignment?single assignment? Avoid multiple assignment Avoid multiple assignment
calculations!calculations! Only discuss assignment-Only discuss assignment-
level calculations for fields level calculations for fields that have both assignment that have both assignment and task levelsand task levels
MS-Project Tracking MS-Project Tracking FieldsFields
Assignment-level Assignment-level tracking fieldstracking fields Actual StartActual Start Actual FinishActual Finish Actual WorkActual Work % Work Complete% Work Complete Remaining WorkRemaining Work Timephased Actual Timephased Actual
WorkWork
Task-level tracking Task-level tracking fieldsfields Includes all Includes all
assignment-level assignment-level fields plus duration-fields plus duration-based fieldsbased fields %Complete%Complete Actual DurationActual Duration Remaining DurationRemaining Duration
Other fields that affect Other fields that affect assignment-level assignment-level trackingtracking
Scheduled FieldsScheduled Fields Assignment Level Assignment Level
OnlyOnly Assignment UnitsAssignment Units
Task Level OnlyTask Level Only DurationDuration
Assignment and Task Assignment and Task LevelLevel WorkWork StartStart FinishFinish
Task TypeTask Type Fixed DurationFixed Duration Fixed UnitsFixed Units Fixed WorkFixed Work
Assignment DelayAssignment Delay Affects individual Affects individual
assignment start date assignment start date calculationscalculations
Calculation FormulasCalculation Formulas
Duration formulas (task level only)Duration formulas (task level only) % Complete = 100 x (Actual Duration / Duration)% Complete = 100 x (Actual Duration / Duration) Duration = Actual Duration + Remaining DurationDuration = Actual Duration + Remaining Duration
Work formulas (task and assignment levels)Work formulas (task and assignment levels) % Work Complete = 100 x Actual Work / Work% Work Complete = 100 x Actual Work / Work Work = Actual Work + Remaining WorkWork = Actual Work + Remaining Work
Scheduling formulaScheduling formula Work = Duration * UnitsWork = Duration * Units
Calculation OptionsCalculation Options
Updating task status Updating task status updates resource statusupdates resource status The default value The default value
(checked) is assumed(checked) is assumed
Status DateStatus Date Determines date that Determines date that
actuals are postedactuals are posted Defaults to today if left NADefaults to today if left NA Useful if you are entering Useful if you are entering
actuals from previous dayactuals from previous day Can be changed using Can be changed using
Project, Project Project, Project InformationInformation
New options on the New options on the Calculations tab of the Calculations tab of the Options dialog box Options dialog box Move end of completed Move end of completed
parts after status date parts after status date back to status dateback to status date And move start of And move start of
remaining parts back to remaining parts back to status datestatus date
Move start of remaining Move start of remaining parts before status date parts before status date forward to status dateforward to status date And move end of And move end of
completed parts forward completed parts forward to status dateto status date
Report DefinitionsReport Definitions
Assignment/ Task Assignment/ Task StatusStatus StartedStarted
Actual Start <> NAActual Start <> NA
Not StartedNot Started Actual Start = NAActual Start = NA
FinishedFinished Actual Finish <> NAActual Finish <> NA
Not FinishedNot Finished Actual Finish = NAActual Finish = NA
Updated ValueUpdated Value Field value that is Field value that is
being updatedbeing updated
Scheduled ValueScheduled Value Scheduled value of Scheduled value of
field corresponding to field corresponding to actual field being actual field being calculatedcalculated
Viewing and editing Viewing and editing assignment tracking assignment tracking fieldsfields
Standard MS-Project Standard MS-Project assignment viewsassignment views Task UsageTask Usage
Groups assignments Groups assignments by task and sorts by by task and sorts by resourceresource
Resource UsageResource Usage Groups assignments Groups assignments
by resource and sorts by resource and sorts by taskby task
Other methods for Other methods for updating these fieldsupdating these fields Assignment Assignment
Information DialogInformation Dialog Double-click an Double-click an
assignment to see the assignment to see the assignment-specific assignment-specific fields.fields.
Assign Resources Assign Resources dialogdialog
Task FormTask Form
Project Server Timesheet Project Server Timesheet TrackingTracking
All updates performed at the assignment All updates performed at the assignment levellevel
ModesModes Percentage of Work CompletePercentage of Work Complete Total Actual Work and Remaining WorkTotal Actual Work and Remaining Work
Timesheet Calculation: Timesheet Calculation: scheduled Work – Actual Work = Remaining Workscheduled Work – Actual Work = Remaining Work
Timephased Actual Work and Remaining Timephased Actual Work and Remaining WorkWork Timesheet Calculation: Timesheet Calculation:
scheduled Work – Actual Work = Remaining Workscheduled Work – Actual Work = Remaining Work
Assignment-Level Tracking Field Calculations in Microsoft® Office Project
Kelly JonesKelly Jones
PMO Manager, Information SystemsPMO Manager, Information Systems
Sharp HealthcareSharp Healthcare
