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MS Project Tools For Implementation Plan Construction

This document provides guidance on using MS Project tools to construct an implementation plan, including: - Using the MS Project template and activity structure to plan details while maintaining overall view - Translating task names to local languages - Adapting the project structure by removing or adding tasks - Setting dependencies, durations, deadlines, and milestones for tasks - Assigning resources and using sorting/filtering tools - Customizing views and columns for tracking progress
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0% found this document useful (0 votes)
106 views12 pages

MS Project Tools For Implementation Plan Construction

This document provides guidance on using MS Project tools to construct an implementation plan, including: - Using the MS Project template and activity structure to plan details while maintaining overall view - Translating task names to local languages - Adapting the project structure by removing or adding tasks - Setting dependencies, durations, deadlines, and milestones for tasks - Assigning resources and using sorting/filtering tools - Customizing views and columns for tracking progress
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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244038857.

doc
MS Project tools for implementation plan construction
GENERAL
Use the MS Project template + your PI plan on !cel"
!cel PI # h$%h le&el act$&$t$es" MS Project should allo' you to %o more $nto
deta$ls and (eep$n% the o&erall &$e'"
Use the )Sho'* +utton to %et the correct le&el o, deta$l $n the &$e'. -ou can
manually adapt the &$e' +y e!pand$n% or h$d$n% deta$ls cl$c( on the +./#
When in the plan, to find the selected task on the diagram, click on the hand!"
LANG#AGE $%%L
S$nce th$s $s a tool used $n many countr$es 'e ,$rst set $t up n n%l$sh +ut translat$ons o,
tas(s $n the template are a&a$la+le and can +e used. 0o ha&e the plan $n local lan%ua%e #
Use )Sho' 1ll Su+tas(s* to d$splay all l$nes"
2oo( ,or your lan%ua%e column" $, not already d$splay$n%" r$%ht cl$c( on the
headers l$ne" select $nsert column" loo( ,or )0as( name 3ran4a$s* or )0as( name
5ederlands*"
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Select the 'hole local lan%ua%e column +y cl$c($n% on the header" copy"
8o to the or$%$nal 0as( name column 9the one '$th the +./:" select the 'hole
column" and paste. 1ll the coumn should +e con&erted to your local lan%ua%e.
I, you '$sh to con&ert $t +ac( to n%l$sh" just do the same +y copy$n% and past$n% the
0as( name n%l$sh column to the or$%$nal 0as( name column.
A&AP$ $'E S$R#($#RE $% )%#R PLAN$
$ake out the unnecessar* parts"
E+,# 5o recru$tment o, ;ottle +lo'$n% e!pert +ecause already $n place
Select the l$ne o, +atch o, tas(s correspond$n% to the role" do not e!pand $t" press
delete. 90o select the l$ne cl$c( on the l$ne num+er on the le,t column:#
E+-# 5o e!ternal recru$tment ,or a role +ut $nternal recru$tment" ta(e out only a ,e'
tas(s#
Select the l$nes o, tas(s you 'ant to ta(e out" press
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Add roles "
!# Many <perators product$on#
Select the +atch o, tas(s correspond$n% to the role" do not e!pand $t" copy and
paste. 0he e!act structure o, the +atch should +e no' d$splay$n% t'$ce. 1dapt the
names o, roles#
0h$s created +atch should ha&e the same l$n(s than the one $t 'as cop$ed ,rom e!cept
the ,$rst l$n( so you may chec( th$s r$%ht a,ter past$n% to ma(e sure $t $s not ,or%otten
+ecause $t $s $mpact$n% the schedule#
.nsert a task"
=l$c( on the +utton )Insert tas(*#
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and ,$ll the tas( name. 2$n(s m$%ht automat$cally +e set so ma(e sure $t $s correspond$n%
to your needs. Set a real$st$c durat$on to the tas(.
-ou may '$sh to adapt the l$n(s 96ependanc$es: +et'een the tas(s.
&EPEN&AN(.ES/L.N0S
6ependanc$es are l$n(s +et'een the tas(s allo'$n% to set that )01S> 2* starts only once
)01S> 7* $s ,$n$shed ,or e!ample#
Use the dependency column to $nput the tas( num+er o, the predecessor.
;ut can +e custom$?ed more $nto deta$ls.
E+# @acancy post$n% and preselect$on start#
Ae can set up that )Preselect$on* starts 3 days a,ter )@acancy post$n%* tas( starts#
SP2I006 S=B5 0< 6ISP21- 601I2S
In order to use correct shortcuts" you can use a tool d$splay$n% $n the MS Project '$ndo'
+ut +elo' your plan#
8o on the r$%ht +ottom s$de o, the screen" select the small hor$?ontal +ar 'h$ch $s
d$splay$n% under the )scroll do'n* arro'#
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6ra% C drop $t up #
It '$ll d$splay a '$ndo' deta$l$n% $n,ormat$on on the currently selected tas(#
B$%ht cl$c( on th$s ?one to choose 'h$ch $n,ormat$on you 'ant to d$splay a+out
the tas( 9 Predecessors C Successors may +e the most $nterest$n%:#
-ouDll then +e a+le to choose the type o, l$n(s +et'een 2 tas(s +y ed$t$n% $t $n th$s
+o! #
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&#RA$.%NS
In the template durat$ons ha&e +een set to ,$t the major$ty than(s to ,eed+ac(s ,rom
plants. Some adjustments may +e done to ,$t s$te spec$,$c s$tuat$ons.
Aarn$n% #
1l'ays chan%e the durat$on $n the 6urat$on column" do not use the date columns
to chan%e durat$ons as th$s $s paraly?$n% plann$n% dates"
6urat$ons are set $n 'or($n% days and donDt $nclude 'ee( ends. 97'ee(E5days:.
&EA&L.NES
-ou '$ll Fu$c(ly see that play$n% '$th the tas(s durat$ons.l$n(sG somet$mes leads you to
%et &ery eas$ly o&er deadl$nes '$thout not$c$n%. -ou can set a deadl$ne $n MS Project ,or
an e!$st$n% tas( or set an $ndependent deadl$ne to mon$tor your plann$n% and ma(e sure
that 'h$le plann$n% and l$n($n% your tas(s you are not already late.
Insert the 6eadl$ne column 9same 'ay $nsert$n% the tas( name $n other lan%ua%e
$s descr$+ed:
In the deadl$ne column select the deadl$ne date ,or (ey tas(s" a %reen arro' '$ll
d$splay the deadl$ne on the d$a%ram#
6eadl$ne '$ll %$&e h$%hl$%ht 'hen not respected +y the $n$t$al plann$n%#
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M.LES$%NES
Spec$,$c m$lestone tas( can +e also set ,or the status o, someth$n% 9represented
%raph$cally +y a d$amond: #
=reate a tas( and set $ts durat$on at 0 day. Select a deadl$ne.
E+# 2a+ techn$c$an $nte%rated $n Upstream#
1ny tas( '$th no durat$on 9correspond$n% to a status: '$ll +e cons$dered as a m$lestone.
-ou can also set manually a tas( 9'$th durat$on: as a m$lestone#
6ou+le cl$c( on the tas(" %o to ad&anced and t$c( the )Set as a m$lestone* +o!.
0he use o, the sett$n% o, m$lestones $s that you can then d$splay only these m$lestones and
ha&e an o&er&$e' o, the project status '$th these (ey m$lestones.
1ccord$n% to th$s" sett$n% h$%h le&el tas(s 9ha&$n% su+tas(s under them: allo's you to see
the I o, complet$on o, the tas( and $s more $nterest$n% then sett$n% a s$mple tas( '$th no
durat$on.
S$AR$ &A$E
6eadl$nes and m$lestones can +e &ery use,ul 'hen you ha&e to plan the start o, a +atch o,
tas(.
! # I 'ant all the prod man upstream $nstalled +e,ore J
th
o, Sept 2077" +ut I th$n( I can
start the select$on only $n Kune.
ELI %o the l$ne correspond$n% to select$on" select J
th
o, Kune $n Start date column. It $s
as($n% me 'hat I 'ant to do so I select# (eep the dependanc$es and set the start date also.
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A$th a deadl$ne pre&$ously set" another '$ndo' $s open$n% to alert that there $s %o$n% to
+e a con,l$ct" $n ,act $t $s the deadl$ne 'h$ch $s not %o$n% to +e respected.
6o$n% the same '$th no deadl$ne set '$ll not %$&e any 'arn$n%.
Bemar(# Paralyse only the necessary dates# start o, a cha$n" or 'hen you 'ant to lea&e a
%ap +et'een 2 tas(sG +ut pre,er the l$n(s 'hen poss$+le. 1 paralysed date does not mean
$t $s %o$n% to 'arn you $, the tas( $s late. -ou can see a date has +een paralysed '$th the
calendar d$splay$n% on the status column#
0o ta(e out a paralysed set date# cl$c( on the paralysed date and press delete.
RES%#R(ES
-ou '$ll $dent$,y resources ,or the tas(s # they '$ll d$splay $n the resource column. -ou
can add them +y select$n% '$th the cell menu '$th$n the already e!$st$n% resources or set
them '$th the spec$al resource tool #
1llo's you to select more than 7 resource +ut +e care,ul as durat$on may +e chan%es #
d$&$ded automat$cally +y the num+er o, person per,orm$n% the tas(.
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Unless you use the resource tool and select all the resources '$th the =trl (ey +e,ore
&al$dat$n% #
S%R$.NG $%%LS
-ou can use 2 sort$n% tools #
Sort$n% '$th columns 9you can create your o'n cr$ter$a $n your custom$?ed
column:#
0o allo' the sort$n% +y columns" cl$c( on the 3$lter sym+ol #
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Sort$n% '$th the sort$n% menu# d$splay only m$lestones" d$splay only tas(s
happen$n% at certa$n dates" only tas(s ,or a spec$,$c resourceG 0o use th$s tool use
the menu near the ,$lter sym+ol #
=om+$n$n% +oth ,$lter types $s poss$+le.
1.EWS
-ou can e!pand or close the act$&$t$es to ha&e d$,,erent le&els o, deta$l"
M$%her le&el tas(s '$ll %$&e you the o&erall t$me and I o, complet$on 9+ased on t$me:G
-ou can choose to d$splay some columns that may result more use,ul ,or your ,ollo' up.
-ou can custom$?e columns #
! set a m$lestone column#
Insert a )0e!t* column"
B$%ht cl$c( on the column header"
=l$c( )=ustom$?e*"
=l$c( on )Bename*"
Input the t$tle you 'ant and &al$date.
3or e!ample # you can create a Monthly =hec( column 'ere you 'r$te )nd Kanuary* ,or
a tas( that has to end up ,or the nd Kanuary m$lestone. 0h$s '$ll allo' you to select all
tas(s that need to +e ,$n$shed ,or end Kanuary and ha&e a &$e' on them. 96eadl$nes also
can +e used +ut are l$(ely to +e more prec$se:
2%LL%W #P
Ahen the plann$n% $s ,$n$shed 9and ,$!ed: you can sa&e the +asel$ne#
8o to 0ools"
3ollo' up"
Sa&e the +asel$ne
Select the ent$re project"
=l$c( <>.
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In order to ha&e an adapted &$e' ,or ,ollo' up" you can then use the ,ollo' up 8antt or
adapt your o'n &$e'.
B$%ht cl$c( on the r$%ht s$de o, the screen"
Select the &$e' you 'ant.
In ,ollo' up 8antt you ha&e a l$ne d$splay$n% the current date and you can set the ,ollo'
up cur&e#
B$%ht cl$c( on the d$a%ram"
Select 3ollo' up cur&es"
Select al'ays d$splay the current ,ollo' up cur&e #
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=l$c( <>.
I, th$s cur&e $s &ert$cal # all $s on t$me.
1 use,ul column ,or ,ollo' up $s the Status indicator # d$splay$n% $nd$cators ,or on t$me.
delayed. ,$n$shed tas(s.
-ou can also d$splay the cr$t$cal path # tas(s $n red # $, late then delay$n% the project or not
respect$n% the deadl$nes.
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