Dynamics for Finance and Operations has evolved into purpose-built applications to help you manage specific business functions. For more information about these changes, see Dynamics Licensing Guide. A work breakdown structure WBS is a description of the work breakdown structure microsoft project 2010 free download that will be done for a project.

A WBS has three major purposes:. The degree of detail in a WBS depends on the level of accuracy that is required in estimates and the level of tracking work breakdown structure microsoft project 2010 free download is work breakdown structure microsoft project 2010 free download against those estimates. Projects that have very low tolerance for slippages in schedule or cost usually require a more detailed WBS, and diligent tracking of work progress and думаю, microsoft office 2013 home and business key free download ошибаетесь against the WBS.

This kind of project is common in the construction and engineering industries. By contrast, projects in industries such as media and advertising, software, and IT infrastructure tend to be one of a kind, and productivity is relative to the experience and competency of the individual who is performing the task. Therefore, these industries use a WBS to get an approximation of the size of a project, not to track the progress of that project in detail.

Building a WBS is an intensive process that is usually done over a long period, and that requires collaboration and information from a wide variety of people. This topic describes how you can use WBS enhancements to meet your requirements for estimates and tracking.

Set up standard working days and working hours. The calendar that you set as the working calendar for your project will be used in the WBS to determine the following information:. To use the full cost estimation capabilities of the WBS, you should set up the costs and sales prices for workers, categories of labor, expenses, and fees, and items.

Creating a breakdown or decomposition of work is usually the first step in the читать далее of creating a WBS.

The WBS functionality supports the following basic constructs for work breakdown or decomposition. Project root task The project root task is the work breakdown structure microsoft project 2010 free download summary task for a project. All other project tasks are created beneath it. The name of the root task is always set to the project name.

The effort, dates, and duration of the root node summarize the values for the http://replace.me/19326.txt beneath the root task.

Summary or container tasks A summary task is a task that work breakdown structure microsoft project 2010 free download sub-tasks or constituent tasks beneath it. Instead, the work effort and cost of a summary task are the sum of the work effort and cost of its constituent tasks. The earliest start date of the constituent tasks is used as читаю nester games for pc полезная start date of the summary task, and the latest end work breakdown structure microsoft project 2010 free download of the constituent tasks is used as the end date.

If you delete a summary task, you also delete all its constituent tasks. Leaf node tasks A leaf node task represents the most granular work package on the project. A leaf node has an estimated effort, a planned number of resources, a planned start date and end date, and duration.

You can complete the following hierarchy operations to enable the creation of a work hierarchy or decomposition for a project. New task Any new task work breakdown structure microsoft project 2010 free download you create is automatically added under the детальнее на этой странице node, and a WBS number is automatically assigned to the task. For tasks in the first level under the project root task, a numbering scheme of 1, 2, 3, and so on is used. For tasks that are under the first level, a numbering scheme of 1.

For each level that is added under a previous level, a new dotted series of numbers is added. Indent task When you indent a task, it becomes a child of the task that precedes it.

The parent task is now a summary or container task, and therefore becomes a roll-up of its constituent tasks. When you indent tasks under a task that was a leaf node before the indent operation, the newly created summary task loses its own dates, effort, and number of resources.

It now uses a summary of the values of its new constituent tasks. Schedule estimation is usually the second step in creating a WBS. As a best practice, you should complete ссылка на подробности estimation after you create the tasks.

The Work breakdown structure page in Finance has two sections. The upper pane is intended for schedule estimation, and the lower pane includes an Estimated costs and revenues tab that you can use for cost estimation. Task dependencies In a WBS, you can create a predecessor relationship between tasks. When you assign predecessor tasks to a task, that task can start only after all its predecessor tasks have work breakdown structure microsoft project 2010 free download completed.

The planned start date of the task is automatically set to the latest date of all its predecessors. Task scheduling The following factors determine the scheduling of leaf node tasks:. The duration of a leaf node task is always calculated as the number of working days between its start and end dates. Scheduling rules When automatic scheduling assistance is turned on, the following rules apply to task scheduling for leaf node tasks:.

In some cases, you might want to deviate from these rules. You can turn off automatic scheduling to prevent Finance from automatically setting or correcting any properties of leaf node tasks. When you work breakdown structure microsoft project 2010 free download information for a task that causes a violation of any scheduling rules, a scheduling error icon is shown for the task. The values for a summary or container task continue to be calculated as the sum of the values of the constituent tasks, regardless of whether automatic scheduling assistance is turned on or nero windows 10 kostenlos. However, if you turn off automatic scheduling assistance and then turn it back on later, scheduling error icons might appear in the WBS.

Fixing scheduling errors by task When you double-click the schedule error icon for a specific task, a dialog box displays all the scheduling errors for that task. You can decide which scheduling errors to fix for the task. This feature can cause significant modifications to the WBS. Errors are corrected in the following order:. As was mentioned earlier in this document, you enter the cost estimation for each leaf node task by using the Estimated costs and revenues tab in the lower pane of the Work breakdown здесь page.

The cost estimation for a summary task is equal to the sum of the cost estimation of its leaf node tasks. The estimated total cost for each task is calculated as the sum of the estimated cost amounts for the following transaction types:. A Fee transaction type is used to estimate fee-based revenue. Work breakdown structure microsoft project 2010 free download On-account transaction type is used to recording the contracted sales value in a fixed-value type of project.

When you estimate costs for labor, material, and expenses for each task, you must assign a project category to the estimated cost. Estimating labor costs For each leaf node task, you assign a work effort in hours and a default category.

Therefore, when you set up a schedule for a task, the labor cost estimate for that task is automatically added in the default category for labor. This cost estimate is displayed on the Estimated costs and revenue tab in work breakdown structure microsoft project 2010 free download Line details grid for that task.

If you require more labor cost estimates, you can add them on this tab. If you increase or decrease hours on the labor cost estimate, the schedule for the task is automatically recalculated. Estimating expense and material costs The Estimated costs and revenue tab also lets you estimate expense and material costs for a task, if you require estimates.

For items, cost and sales price are added by default from the item or trade agreements on the Released products list page in Product information management. Some industries track the progress of a project against work breakdown structure microsoft project 2010 free download WBS at a very granular вот ссылка, whereas others track progress at a higher level of the WBS.

This section describes how you can use WBS tracking for your project requirements. The Planning view displays the planned or baseline estimate of the schedule and cost information. Although there are no features for tracking the version and baseline for a project WBS, the values in this view are intended to represent the жмите version. The Effort tracking view displays the tracking of progress for tasks in the WBS.

It compares the accumulated actual effort hours for a task to the planned effort hours. The following formulas provide the values in the Effort tracking view:.

The Effort tracking view displays a projection of the effort variance for the task, based on whether EAC is more or less than the planned effort:. The task might be moving faster or slower than originally anticipated for various reasons. For example, the scope has been reduced, or workers have less experience than originally planned. The EAC, ETC, and progress percentage on summary tasks are also recalculated, and their projected effort variance is updated.

Modified effort on summary tasks You can modify the effort on summary or container tasks. Regardless of whether you modify these values by using the remaining effort or the progress percentage on the summary tasks, the calculations occur automatically in the following order:. Click Expand to level in the Effort tracking view to set the level at which to track and maintain your WBS. The WBS is automatically expanded to that level in the Effort tracking view whenever you жмите it.

The Cost tracking view displays the tracking of cost consumption for a task. In this view, the actual cost that has been spent against a task to date is compared продолжение здесь the planned cost for the task. The following formulas provide the values in the Cost tracking view:.

The Cost tracking view displays a projection of the cost variance for the task, based on whether EAC is more or less than the planned cost:. The project manager can modify the CTC value to the cost that is required to complete the task. The EAC, ETC, and percentage of cost consumed on the summary tasks are also recalculated, and their projected cost variance is updated. Projection revision for costs on summary tasks You can revise costs on summary tasks, and the calculations occur automatically in the following order:.

Click Expand to level in the Cost tracking view to set the level at which to track and maintain your WBS. The WBS is expanded to that level in the Cost tracking view whenever you open it. You can use the earned value method EVM to track the progress of a project. The earned value chart component shows the time-phased values of planned value and actual cost. Earned смотрите подробнее work breakdown structure microsoft project 2010 free download of the current date is shown as a point.

The time phase on the earned value chart is displayed by week or by month. This section describes the three pillars of EVM: planned value, earned value, and actual cost.

Finance uses the earning rule when it plots planned value. Under this rule, the value of the task is posted to the task as of its end date. No value is posted until the task is percent completed.

 
 

 

Work breakdown structure microsoft project 2010 free download.Project Management Templates | FREE Downloads Word, Excel, PDF, Visio

 

For more information about these changes, see Dynamics Licensing Guide. A work breakdown structure WBS is a description of the work that will be done for a project.

A WBS has three major purposes:. The degree of detail in a WBS depends on the level of accuracy that is required in estimates and the level of tracking that is required against those estimates.

Projects that have very low tolerance for slippages in schedule or cost usually require a more detailed WBS, and diligent tracking of work progress and cost against the WBS. This kind of project is common in the construction and engineering industries.

By contrast, projects in industries such as media and advertising, software, and IT infrastructure tend to be one of a kind, and productivity is relative to the experience and competency of the individual who is performing the task. Therefore, these industries use a WBS to get an approximation of the size of a project, not to track the progress of that project in detail. Building a WBS is an intensive process that is usually done over a long period, and that requires collaboration and information from a wide variety of people.

This topic describes how you can use WBS enhancements to meet your requirements for estimates and tracking. Set up standard working days and working hours. The calendar that you set as the working calendar for your project will be used in the WBS to determine the following information:. To use the full cost estimation capabilities of the WBS, you should set up the costs and sales prices for workers, categories of labor, expenses, and fees, and items. Creating a breakdown or decomposition of work is usually the first step in the process of creating a WBS.

The WBS functionality supports the following basic constructs for work breakdown or decomposition. Project root task The project root task is the top-level summary task for a project. All other project tasks are created beneath it. The name of the root task is always set to the project name. The effort, dates, and duration of the root node summarize the values for the tasks beneath the root task. Summary or container tasks A summary task is a task that has sub-tasks or constituent tasks beneath it.

Instead, the work effort and cost of a summary task are the sum of the work effort and cost of its constituent tasks. The earliest start date of the constituent tasks is used as the start date of the summary task, and the latest end date of the constituent tasks is used as the end date. If you delete a summary task, you also delete all its constituent tasks. Leaf node tasks A leaf node task represents the most granular work package on the project.

A leaf node has an estimated effort, a planned number of resources, a planned start date and end date, and duration. You can complete the following hierarchy operations to enable the creation of a work hierarchy or decomposition for a project. New task Any new task that you create is automatically added under the root node, and a WBS number is automatically assigned to the task.

For tasks in the first level under the project root task, a numbering scheme of 1, 2, 3, and so on is used. For tasks that are under the first level, a numbering scheme of 1. For each level that is added under a previous level, a new dotted series of numbers is added.

Indent task When you indent a task, it becomes a child of the task that precedes it. The parent task is now a summary or container task, and therefore becomes a roll-up of its constituent tasks.

When you indent tasks under a task that was a leaf node before the indent operation, the newly created summary task loses its own dates, effort, and number of resources. It now uses a summary of the values of its new constituent tasks. Schedule estimation is usually the second step in creating a WBS. As a best practice, you should complete schedule estimation after you create the tasks.

The Work breakdown structure page in Finance has two sections. The upper pane is intended for schedule estimation, and the lower pane includes an Estimated costs and revenues tab that you can use for cost estimation. You can peel such a note off the wall and move it to wherever you want without mouse clicks or keyboard shortcuts.

And if you buy sticky flip charts, you can use them for summary tasks and attach sticky notes representing work packages to them. One drawback to sticky notes is that they lose their stickiness over time. The safest approach is to record the contents of a sticky note WBS in Project or another program before you leave the meeting room. If your room reservation has expired, fold the pages carefully and transport them to your office.

For sticky notes stuck directly to the wall or whiteboard, post a polite note asking others to leave your masterpiece alone until you can come back and transcribe it. The WBS codes built into Project are simple outline codes with a number for each level in the outline hierarchy. For instance, a WBS code of 2. If your organization uses custom codes, you can build a tailored numbering system—called a code mask —to specify each level of your WBS code.

If you use abbreviations for phases, numbers for summary tasks, and letters for work packages, say, a customized WBS for the design phase of a project might look like this: Dsn 1. Although any existing WBS codes show numbers for each level with a period as a separator, the boxes in the WBS Code Definition dialog box are empty until you specify a custom scheme for your WBS codes.

If you assemble several projects into a single master project What to Do with Project Information , you can make WBS codes unique for each project, even if they use the same code mask. You can choose from Numbers ordered , Uppercase Letters ordered , Lowercase Letters ordered , and, for the most flexible coding, Characters unordered. With ordered numbers and letters, Project automatically increments the numbers or letters as you add tasks to the WBS, proceeding, for example, from 1.

Project initially selects Any, which means the entry for the level can be of any length. If the level uses a number, Project increments the number beginning at 1 and continuing to 10, , or , if necessary.

If the level uses letters, then you can type a code of any number of characters at that level. Choosing a number limits the entry to between one character and the length you specify. If you limit a numeric entry to one character, Project cycles through the numbers 1 through 9, moves to 0, and then repeats.

In the Separator cell, choose the character that separates the top level from the next level. Your only choices for separators are periods. Repeat steps 2—4 for each additional level of the code mask. You can specify dozens of levels in a code mask in fact, a WBS code can be as long as characters , but being miserly with levels makes the schedule easier to comprehend.

Top: The choices for characters, length, and separators are limited. If you use unordered characters, you have to type the characters you want for each code, such as Dsn-. Right-click the Task Name heading and, from the shortcut menu, choose Insert Column. In the new column, type WBS and then press Enter. When you click OK, Project automatically applies the code mask to all the tasks in the schedule.

The alternative is to turn off this checkbox, and then, after a heated session of adding or modifying the task order, renumber the WBS codes all at once. When the WBS is the way you want it, do the following:. Click OK. Project reapplies the WBS code scheme to the tasks, alphabetizing ordered letters and incrementing ordered numbers. Providing project team members with clear guidance is equally important, but the task names in Project are too short to get into detail.

For that reason, separate documents that describe work packages are a great way to tell team members how to do their assignments completely and correctly.

A work package for baking a loaf of bread might include the steps for mixing, kneading, forming, and baking the bread. The document could specify that the bread is done when tapping it delivers a hollow thump. Similarly, the work package might state that a successful loaf is an attractive brown color, twice as tall as the unbaked dough, and full of evenly sized holes.

Even small projects require dozens of work package documents. That way, you can open the template and have a document all labeled and ready for you to fill in.

For example, you might set up a basic work package template with the following information:. WBS number. The WBS number that Project assigned to the task in your project schedule. Work package name. The task name from the project schedule. Description of work. You can use paragraphs or bullet points and provide as much detail as you need to ensure success. If you know an experienced resource is going to do the work, the document can be brief.

For trainees, on the other hand, you can provide detailed checklists of steps or the name of the person who can mentor the assigned resource. Describe the final state when the work is done as well as how to verify that the work was done correctly. In a work package for setting up a computer, for example, you might include the list of programs that should launch when the installation is complete.

Reference materials. Projects use many types of documents to specify deliverables: requirements, specifications, blueprints, and so on. If other detailed documentation exists, list where to find those documents, like the folder on the network drive or the project notebook.

Creating a Word template is no harder than creating a Word document. However, finding and using a template takes some setup. Create a Word document with the labels you want to include. If you want to get fancy, you can insert a logo, add instructions to help others fill in work packages, and so on. In Word , on the File tab, click Save. Navigate to the folder you use for your custom templates.

In Word , in the navigation bar on the left side of the dialog box, click Trusted Templates before you click Save. To set up faster access to your template, on the File tab, click Options. Telling Word where to find your custom templates makes it easier to locate and open this template later.

That way, you can see these templates right in the New Document dialog box every time you start a new project, as described in the next section. When you double-click a Word template file, Word launches and creates a new document based on that template.

In the Word Options dialog box, click Advanced. Then scroll to the General section at the bottom of the dialog box and select File Locations. In the Modify Location dialog box, navigate to your template folder, and then click OK.

In Word , on the File tab, click New. The New dialog box appears showing the templates in your user templates folder. Select the template you want, and then click OK. The Templates dialog box appears open to the General tab, which displays the templates in your User templates or Workgroup template folders whichever you chose in the previous steps. Select the template, and then click OK. To specify where you store your custom templates, do the following:.

Navigate to and select the folder you created in step 3 on Opening a Word template , exactly as for Word Instead, you can insert a hyperlink from a task in the Project schedule to the corresponding work package document.

Enter the person or group who are responsible for completing the task or activity. Enter the estimate or actual cost of the activity or task or add a cross reference to the budget e. Project Phase Cross reference to schedule. Provide the name or number of the phase that this activity falls into. What is a Project? The exact number of characters or Any can be chosen for that code level.

The WBS code can be set for any number of characters from in length. Select a character that you want to use as a separator in the Separator column.

The default separator character used in Microsoft Project is a period. A different code separator can be used at each code level. If you would prefer not using a separator character between the levels of code, then leave the Separator filed blank.

Remember that the character chosen to be used as a separator cannot also be used as part of the codes. For each level of tasks in the WBS, choose one code string that will be used specifically for that level.

 
 

What is Microsoft Project? – Microsoft Project Management

 
 

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Powered by Blogger. Navigation Toggle navigation. I usually prepare a high level planning using Microsoft Project. I always wanted to present it as a real WBS diagram but never found a good and simple tool to create it. First, the system requirements:. NET Framework 4. You can download the add-in from this page.

I have created a simple project plan as follow:. Select your project file and click OK. Select the level from which you want to import the data, and click on Draw. And voila J. Note that on the generated Project file, tasks contain constraints, Finish No Earlier Than for tasks and Start No Earlier Than for milestones which was not the case on my initial Project plan.

This is a question I have been asked, and I tried to find a solution that does not involved custom coding. I found some block post with the following good idea: Project can Export data to Excel, and Visio can get updates from Excel as External data. Here is how you can proceed:. Export your Project plan to Excel using Save As. Choose Selected data and click next, then create a new map. Select Tasks and Export includes headers. You can then save the map for future use.

You can also create a small macro to execute such task if this is something you want to often use. Select Excel as Data you want to use note that SharePoint is also an option you can test. Follow the wizard. On the following screen, we need to define which field will make the link between the data Excel export and Visio tasks. To match the existing name in Visio Shape field , we need to rename columns.

On the External Data window, right-click and select Column Settings. Click on Rename. You have noticed that you can also change data type and column width. We have the data; we have the tasks; now we need to make the link. Right click on the External Data window, and select Automatically Link…. Select All shapes on this page and click Next.

The next window defines the link between the Data column and the Shape Field. Now, the link is created, shape fields are populated with matched external data. The default view is the following:. Create new Data Graphics. Create a new Item for Cost and define it as Thermometer this is just to show it, Thermometer may be better used for indicators like Schedule Performance Indicator or Cost Performance Indicator. This is the WBS we get from this little customization and what I now use to communicate with senior management.

For your next updates, you have to save again your Project plan as Excel file with the same mapping after updating it of course J. Email This BlogThis! Share to Twitter Share to Facebook.

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This could reference a separate product description or activity definition if more detail is needed. Responsible Person or Group. Enter the person or group who are responsible for completing the task or activity.

Enter the estimate or actual cost of the activity or task or add a cross reference to the budget e. Project Phase Cross reference to schedule.

Provide the name or number of the phase that this activity falls into. What is a Project? Why do we need Project Managers? Why Project Management Fails.