Project Tracking

1
Project Tracking

• Unit objectives
• How to track project actual data against original
  plan
• Pick up KFulltime/MSProject IT
  2005/StudentData/Unit_05/Exploring and save on C
  drive

2
Creating a BASELINE Project

• Baseline Once a project plan is approved, it is
  frozen as a baseline, so that you can report
  your actual time against it
• Choose TOOLS, TRACKING
• Save Baseline
• Entire Project
• OK

3
Ways to Enter Actuals

• Task progress as a Percentage -100 is complete
• Task actual start and finish dates
• Task Actual work performed on a task

4
Task Progress as

• EASY WAY
• View, Tracking Gantt
• View, Toolbars, Tracking
• Look at the toolbars available to apply to a
  task.
• Select a task, then do 50 complete.

5
Task Progress as

• View, Tracking Gantt
• Hilite task, then choose Tools, Tracking, Update
  Tasks
• Task Preconstruction Get Approvals task
  change complete to 100
• Change select architect task to 50 complete
• Look at task Pre-Construction notice it takes
  its information from subtasks

6
Change Actual Start/Finish Days

• Select task Draw Plans
• Choose Tools, Tracking, Update Tasks or on
  Tracking toolbar, choose update tasks button
• Planned start date is 2/21/06 and finish is
  3/13/06
• Enter Actual start as 2/22/06
• View, Tracking Gantt (notice slip in finish date
  and other tasks)

7
Enter Actual work performed

• View, Task Usage
• Scroll over, notice that there are yellow and
  white lines
• On the right pane, right click beside a resource
  to select Actual Work this adds a line where
  you can update actuals
• For Task Approvals, zero out times for the week
  of Feb 5th for Pat Leary notice time goes from
  80 to 40 hrs
• Change to View, Tracking Gantt, notice Grey
  (planned time) and Blue (actual time) bars

8
Printing

• View, Reports
• Choose Assignments
• Look at Who Does What When
• Look at Assignment List
• Close
• Choose Current Activities
• Tasks Starting Soon
• Should Have Started Tasks
• Close
• Custom Build Your Own

9
Assignment Enter Actuals

• Update your original project plan for the
  Research Assignment
• Create baseline
• Update all tasks to be 100 complete
• Enter actual start and end dates
• Enter actual time spent by resource.

10
Assignment Print

• Print the following/add your names on top
• Tracking Gantt chart
• Reports
• Overview, Project Summary
• Workload, Task Usage

11
Assignment Enter Actuals

• Tools, Tracking, Save Baseline.
• Tools, Tracking, Update tasks
• to be 100 complete
• Enter actual start and end dates
• View, Task Usage
• Enter actual time spent by resource
• Make sure there is a Project Summary Line on Your
  Project