Module 2 Lesson 4
Module 2 Lesson 4
Contents
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Module 2.4 71
Module 2.4 73
Assignments
Assignments and assignment contours have not changed in
Microsoft Project 2000. However, these areas can be confusing, so it is
important to gain a firm understanding of them. Before we look at assignment
contours, let’s take a look at assignments and break them down into some
simple parts that we can use to discuss assignment contours.
Parts of an Assignment
An assignment consists of two levels: the assignment level and the assignment
timephased level. Within each level exist fields that display essentially the same
information. For example, there is a work field in both levels. The way the
fields of each level are calculated, however, is different.
At the assignment level, we have three fields that we are concerned with for
this discussion: Duration, Units, and Work. As we know from
Microsoft Project 98, these three fields are interdependent and a change in one
can affect the others. At the assignment level, we can summarize the interaction
of these three fields via the following equation:
D U W
Where D is duration, U is units, and W is work.
For the purposes of our discussion, when we refer to the assignment level, we
are not referring specifically to assignment fields. The assignment level is
referring to that area that is not timephased. In other words, it incorporates task,
resource, and assignment fields.
Predefined Contours
Understanding predefined contours and their behaviors will help us in
understanding edited contours, so let’s take a look at them first. Like
Microsoft Project 98, Microsoft Project 2000 ships with eight predefined
contours. Each contour takes an assignment and divides it into ten segments. In
each segment, work is calculated using the units predefined per that contour’s
definition. Below are the eight predefined contours and a table showing how
each distributes units in each of the ten segments.
Note
Note that each table shows the percentage of the units a resource is assigned for
a particular timephased segment in relationship to the units a resource is
assigned to a task as a whole.
So for example, if a resource were assigned to a task at 50%, it would be shown
as being assigned at 5% for the first segment of an assignment with a Back
Loaded contour applied. (See table for Back Loaded Contours.)
Module 2.4 75
The eight predefined contours and their contour definition tables are:
1. Flat
1 2 3 4 5 6 7 8 9 10
Units 100% 100% 100% 100% 100% 100% 100% 100% 100% 100%
2. Back Loaded
1 2 3 4 5 6 7 8 9 10
Units 10% 15% 25% 50% 50% 75% 75% 100% 100% 100%
3. Front Loaded
1 2 3 4 5 6 7 8 9 10
Units 100% 100% 100% 75% 75% 50% 50% 25% 15% 10%
4. Double Peak
1 2 3 4 5 6 7 8 9 10
Units 25% 50% 100% 50% 25% 25% 50% 100% 50% 25%
5. Early Peak
1 2 3 4 5 6 7 8 9 10
Units 25% 50% 100% 100% 75% 50% 50% 25% 15% 10%
6. Late Peak
1 2 3 4 5 6 7 8 9 10
Units 10% 15% 25% 50% 50% 75% 100% 100% 50% 25%
7. Bell
1 2 3 4 5 6 7 8 9 10
Units 10% 20% 40% 80% 100% 100% 80% 40% 20% 10%
8. Turtle
1 2 3 4 5 6 7 8 9 10
Units 25% 50% 75% 100% 100% 100% 100% 75% 50% 25%
How Assignment Contours Work
Assignment contours work in the following manner:
First, Microsoft Project takes the duration of a task and divides the
assignment into 10 equal contour segments. This is done on a minute-by-
minute level.
Next, Microsoft Project applies Units to each contour segment per the
contour’s definition as shown in the tables above. Remember, the contour
definition tables show the percentage of the units a resource is assigned for a
particular timephased segment in relationship to the units a resource is
assigned to a task as a whole.
The work for each contour segment is then calculated based on units and
duration for the segment.
Finally, the above figures are calculated for display in the timephased
segment that is specified.
Making Changes At the Assignment Level
Module 2.4 77
At the assignment level, making a change to duration, units, or work will cause
a change in one of the other two variables, depending on the task type. This is
accordance with the following equation:
D U W
Where D is duration, U is units, and W is work.
The changes that can occur when a variable is changed are reflected in the three
tables below. Each table represents a task type as denoted in the upper left hand
corner. The leftmost column shows the variable that is changed by the user.
Each subsequent column shows status of the variable upon making the change.
A changed variable is denoted by the Greek symbol delta (∆) that is generally
used in mathematics as the symbol to denote change. When delta (∆) is
followed by the variable’s first letter, it denotes the variable that has been
changed by the user. When delta appears alone, it means that Microsoft Project
has calculated that variable’s value based on the change by the user and the task
type.
Fixed Duration Duration Units Work
Task
∆D ∆D No Change ∆
∆U No Change ∆U ∆
∆W No Change ∆ ∆W
At the assignment timephased level, there are three possible scenarios. These
are reflected in the table below.
When this situation occurs… …Microsoft Project does the
following for contours.
Duration and Units have both 1. The 10 Contour Segments are re-
changed at the Assignment Level (∆D calculated.
& ∆U)
2. Units are applied to each contour
segment per the contour definition.
3. Work for each segment is
recalculated.
Duration and Work have both 1. The 10 Contour Segments are re-
changed at the Assignment Level (∆D calculated.
& ∆W)
2. Units are applied to each contour
segment per the contour definition.
3. Work for each segment is
recalculated.
Units and Work have both changed at 1. Units are applied to each contour
the Assignment Level (∆U & ∆W) segment per the contour definition.
2. Work for each segment is
recalculated.
Module 2.4 79
Assignment contours will only be affected if a task has Effort Driven turned on.
Assigning additional resources to a non-effort driven task does not affect an existing
resource contour at all.
When new resources are assigned to an effort driven task, the first thing
Microsoft Project must do is distribute work on the task amongst the assigned
resources. To divide up the work amongst each resource (or to calculate each
assignment’s work), Microsoft Project does the following:
1. First, Microsoft Project calculates a temporary value for the newly assigned
resource’s assignment work by assuming it was assigned without the effort
driven option being turned on. It does this by using the following equation:
Dt
Wat
Ua
Where Wat is the temporary assignment work, Dt is the task duration, and
Ua is the assignment units. [capitalization should be consistent with below
under #3]
2. Next, Microsoft Project calculates a temporary value for the total work on
the task by summing all temporary assignment work values. This gives a
value that we will call the temporary task work, or Wtt.
3. Microsoft Project then calculates a temporary value for the assigned units
for an assignment (or Uat) by using the following equation:
Wat
Uat
Wtt
Wa Uat Wt
Wa
Dt
Ua
Usa
Wa
Ua
Dt
Usa
Note
The Assignment Units Scaled Average (Usa) is the variable that takes
predefined contours into account. When assigning new resources to a task that
has an assigned resource with a predefined contour, this value maintains the
contoured assignment’s relevancy when calculating duration or assigned units.
This value is calculated by taking the average value of the units from each
predefined contour segment.
The Usa value for each predefined contour is noted in the following table:
Once the new values are calculated, Microsoft Project calculates the new
assignment contours as noted above, using the new values.
You should note, however, that in a literal sense (and to many users), the
contour has changed. This is because units have gone from being distributed
over two days at 100%, to being distributed over three days in the following
manner:
Day One Day Two Day Three
100% 0% 100%
For example, suppose you had a 12-day task and you edited the assignment
contour as follows:
1 2 3 4 5 6 7 8 9 10 11 12
20% 15% 20% 15% 20% 25% 40% 25% 40% 25% 15% 20%
1.6h 1.2h 1.6h 1.2h 1.6h 2h 3.2h 2h 3.2h 2h 1.2h 1.6h
Note
In the timescaled view, you cannot directly edit the units assigned to each
timephased segment; instead you would directly edit the work. However, to
better understand edited contour segments, we will look at the units assigned.
Important:
It is important to recognize that contour segments are independent from the
timescale units that we view timephased information with. When we change our
timescale units to days, we do not suddenly have additional assignment contour
segments. We are simply viewing existing segments differently. This will be
shown in more detail in the following example.
Now that we understand how edited contours deal with contour segments, let’s
take a look at what happens when we begin to make changes to assignments
with edited contours.
Making Changes at the Assignment Level
The most important difference between predefined contours and edited contours
is the way in which segments are handled when changes are made at the
assignment level. As we noted above, segments are not necessarily equal in
duration, nor are they consistent in number. (That is, there can be more or less
than 10 contour segments.)
When the duration of an assignment changed with a predefined contour applied,
Microsoft Project recalculated the duration of the 10 contour segments so that
there were consistently 10 segments of equal duration. Like predefined
contours, Microsoft Project only changes edited contour segments when
duration changes. However, unlike predefined contours, the way in which
contour segments change is dependent on what else is changing at the
assignment level.
If both duration and units change at the assignment level, contour segment
length will change, but proportionality will be maintained. This means that if
you have three contour segments of 8 hours in length, making a change at the
assignment level where both duration and units change will cause the contour
segment length to change, but all three contour segments will still be the same
length.
If both duration and work are changed at the assignment level, contour segment
length proportionality will not be maintained. Instead, Microsoft Project will
simply extend or truncate the right most contour segment as needed. All other
contour segments will maintain the same length.
The way that changes at the assignment level affect contour segments of edited
assignment contours in Microsoft Project 2000 is detailed in the following
table. There are three distinct scenarios for edited contours when making
changes at the assignment level. They are as follows:
Changes at the Reaction of Contour Segment Lengths
Assignment Level
D, U Segment lengths recalculated, proportionality
maintained.
D, W Last Segment Extended/Truncated
U, W Segment Length doesn’t change.
Note
To see which variables are changing under what circumstances, refer to the
table on page 74
Module 2.4 85
Example
Let’s look at an example that shows some of the possible changes and
calculations. Suppose we had a Fixed Units task with a three-day duration and
that we edited the assignment contour as shown below.
Day One Day Two Day Three
38% 88% 50%
3.03h 7.03h 4h
Now let’s look at how Microsoft Project makes the exact calculations to come
up with the scenario shown in the above table. The first thing that
Microsoft Project does in this situation is calculate duration. To do this,
Microsoft Project first calculates the assigned units scaled average (Usa) for the
edited contour by using the following equation:
Usa
Us
Ns
Where Usa is the units’ scaled average, ∑U is the sum of all of the segments’
units, and Ns is the number of segments.
Note
Contour segments units are [please review this] usually not the units for the
assignment during a period of time. In other words, Us does not usually
correspond to the % allocation values found in the time-phased portion of the
Task Usage view. Rather, Us values correspond to the values shown in the
definition tables for predefined contours. In equation form:
%A
Us
Ua
Where Us is the units for the contour segment, %A is the % allocation for the
time period and Ua is the units for the assignment.
Note
When segments are of unequal duration, Usa should be calculated as follows:
Usa
Usx Dsx
Da
Where x is the segment number, Usx is the Units of segment number x, Dsx is
the duration of segment number x, Usx Dsx is the sum of all segments
units multiplied by their segment duration (that is,
Us1 Ds1 Us 2 Ds 2... ), and Da is the duration of the assignment.
Wa
Ua
Dt
Usa
Module 2.4 87
14.07 h
100% -OR- Dt 21.16h -OR- Dt 2.64d
Dt
66.48%
Dt
R
Do
Where R is the ratio, Dt is the new task duration calculated above and Do is the
old task duration. In our scenario, R = 0.88.
Then Microsoft Project multiplies each contour segment’s duration by this ratio
to determine the new contour segment duration. In this scenario, all contour
segments are equal and end up being 7 hours in length.
When both duration and work change, contour segments are not recalculated.
Instead, the rightmost contour is extended or truncated. In such a scenario, if
duration is increased, the rightmost segment is extended. If duration is
decreased, the rightmost contours are truncated as needed.
Uan
M
Ua
Where M is the multiplier, Uan is the new assigned units and Ua is the assigned
units. In our scenario, M = 1.13 or
100%
M
88%
Table 2
Table 3
If you changed the units on day two to 50%, you would end up with the
following:
Day One – 50% Day Two – 50% Day Three – 36%
Contour One –42.94% C Contour Three – 50% Contour Four –
2 56.5%
1
0
0
%
1 2 3 4 5 6 7 8 1 2 3 4 5 6 7 8 1 2 3 4 5 6 7 8
Table 4
Note that you now have four assignment contours of varying length.
All edits to the timescale segment are spread evenly throughout the segment.
For example, if you assigned 50% units to a day and then changed the timescale
to hours, you would see 50% units for each hour as well.
Adding Additional Resources to a Task with an Edited Contour Assignment
Module 2.4 89
Usa
Us
Ns
Where Usa is the units’ scaled average, ∑Us is the sum of all of the segments’
units, and Ns is the number of segments.
When segments are of unequal duration, Usa should be calculated as follows:
Usa
Usx Dsx
Da
Where x is the segment number, Usx is the units of segment number x, Dsx is
the duration of segment number x, Usx Dsx is the sum of all segments
units multiplied by their segment duration (THAT IS,
Us1 Ds1 Us 2 Ds 2... ), and Da is the duration of the assignment.
Leveling
Leveling in Microsoft Project
It is important to remember what Microsoft Project is doing when it is leveling.
Although the end objective is to schedule resource work as efficiently as
possible, we must remember that leveling does not change work or units on an
assignment or task. Instead, when leveling makes a change, it does so by adding
leveling delay or splitting work. These are the only ways in which leveling can
make changes to a project. As we look at the new features related to leveling,
this will become more obvious.
Task Calendars
In Microsoft Project 98, when leveling delayed the start of an assignment, it
gave a delay value to the assignment. This value was then applied against the
resource calendar to get a new starting time for the assignment.
In Microsoft Project 2000, the calendar used by an assignment is not
necessarily the resource calendar. It may be the task calendar. When leveling,
Microsoft Project now looks at any applied task calendars and also checks to
see if the Ignore Resource Calendar setting is on.
Did your project level as most customers might expect? Why or why not?
Material Resources
Material Resources are normally not leveled by Microsoft Project. This is
because they have no way of measuring capacity (that is, max units) and thus
cannot tell when they are overallocated.
Leveling will affect material resource, however, when they are assigned with
other resources and those resources’ assignments are delayed. In this situation,
material resources use the task delay value to move their assignments.
1. In a new project, create two three-day tasks that start on the same day.
2. Assign one working resource and one material resource to each task. Split
your screen and note the start and finish dates for each assignment.
3. Level your project.
Did any of your assignment dates change unexpectedly? Why or why not?
Module 2.4 93
Priority Levels
Microsoft Project 2000 has increased the amount of priority levels from 10 to
1000. They work in exactly the same fashion as they did in
Microsoft Project 98. Microsoft Project 98 values map to the new
Microsoft Project 2000 values as shown in Table 5.
Microsoft Project 98 Value Microsoft Project 2000 Value
Do Not Level 1000
Highest 900
Very High 800
Higher 700
High 600
Medium 500
Low 400
Lower 300
Very Low 200
Lowest 100
Table 5
Note
When saving a project in the 98 format, you should note that the values map
somewhat differently than noted above. This is detailed in the following table.
Note in particular that priority values from 801-999 are mapped to Highest and
that only values of exactly 1000 are mapped to Do Not Level.
Microsoft Project 2000 Value Microsoft Project 98Value
Priority values can now also be used to set the priority of project summary tasks
(also can be set in the Project Information dialog). Because of this, inserted
projects can now contain a priority level and this priority can be taken into
account when leveling multiple inserted projects.
Module 2.4 95