How to trace predecessors and successors in MS-Project ®

Part of a series on customising Microsoft® Project® to make working with project schedules more useful.

How to trace predecessors and successors in MS-Project

This post describes how to trace predecessors and successors in MS-Project using a clever little VBA macro.

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How to set up time-boxed look-ahead views in MS-Project ® using compound task filters

Part of a series on customising Microsoft® Project® to make working with project schedules more useful.

How to set up time-boxed look-ahead views in MS-Project using compound task filters

This post describes how to set up time-boxed “look-ahead” views in Microsoft® Project® (schedule extracts showing upcoming tasks), by customising filters to use an OR operator between criteria.

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How to set up custom Gantt chart views in MS-Project ®

Part of a series on customising Microsoft® Project® to make working with project schedules more useful.

This post describes how to set up custom Gantt chart views to present schedule extracts based on the Live project schedule data, filtered and formatted to suit particular stakeholder audiences.

So why would you want to use this approach, how do you do it, and what’s in it for you as a result? Continue reading “How to set up custom Gantt chart views in MS-Project ®”

How to create PDF Gantt chart extracts with dynamic labels in MS-Project ®

Part of a series on customising Microsoft® Project® to make working with project schedules more useful.

This post describes how to generate universally-readable “soft” PDF Gantt charts to circulate to stakeholders, with dynamically generated labels that provide them with useful information about the view, and provide you with useful information about how you might re-create the view.

How to create PDF Gantt chart extracts with dynamic labels in MS-Project®

So why would you want to use this approach, how do you do it, and what’s in it for you as a result? Continue reading “How to create PDF Gantt chart extracts with dynamic labels in MS-Project ®”

How to diagnose schedule management problems in MS-Project ®

Part of a series on customising Microsoft® Project® to make working with project schedules more useful.
So you’ve created a useful programme schedule, and you are now working on keeping it on the right track. You’ve set up fields to calculate RAG status, but what if you want diagnose schedule management problems without having to study the baseline vs. forecast dates and % complete, working it out in your head line by line?

This post describes how to customise a Text field to display a very compact schedule management commentary to diagnose schedule management problems by explaining why a project schedule item should be Red or Amber.

So why would you want to use this approach, how do you do it, and what’s in it for you as a result? Continue reading “How to diagnose schedule management problems in MS-Project ®”

How to calculate RAG status in MS-Project ®

Part of a series on customising Microsoft® Project® to make working with project schedules more useful.
So you’ve created a useful programme schedule, and you are now working on keeping it on the right track, reviewing the plan regularly with the Programme Manager and Project Managers. You will probably review the programme schedule regularly – focussing on on items with Red or Amber RAG status –  but how do you use MS-Project® to ensure that you don’t skip items that probably should have been marked amber or red?

How to customise MS-Project® text fields to calculate RAG Status

This post describes how to calculate RAG status in MS-Project ® by customising a text field to performing some simple tests and calculations with dates.

So why would you want to use this approach, how do you do it, and what’s in it for you as a result? Continue reading “How to calculate RAG status in MS-Project ®”

How to diagnose schedule setup problems in MS-Project ®

Part of a series on customising Microsoft® Project® to make working with project schedules more useful.
So, you’ve inherited a set of project schedules that you need to combine into a useful programme schedule. How do you set up a framework to enable you to quickly find and diagnose schedule setup problems, without having to deduce and apply complex combinations of filters?

How to customise MS-Project to diagnose schedule setup problems

Here is an approach I have used successfully on several programmes. Continue reading “How to diagnose schedule setup problems in MS-Project ®”

Project Planning Pointers

Like a piece of machinery, plans need a good design, room to breathe, and good maintenance…

Project Planning Pointers

I attended an APM presentation on the role of the dedicated Project Planner, part of a series given by Andrew Jones, who at the time worked with Athena Project Services.

His presentation contained several key points that resonated with me and so I thought were worth restating in the light of my own experience. Continue reading “Project Planning Pointers”

Scheduling, Monitoring & Control (Book Review)

Overview

  • This book is a good reference guide to Planning, Scheduling, Monitoring and Control, with most of the topics covered at introductory to intermediate level in relatively informal jargon-free language with plenty of helpful diagrams.
  • The guide is aimed at students and practitioners, so I’m a bit puzzled why it begins with a chunky explanation of how projects are defined and the documents used. At 20 pages this section is too hefty for the completely uninitiated, but has nowhere near enough detail to be useful an already-practicing project manager (who would be better off referring to one of the BoKs or methodologies). I guess however that novice Project Planners may find it useful for context and orientation, and it signposts topics for further reading.

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