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Written by Dr. Andrew Makar   
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Recurring Tasks in Microsoft Project

I recently received an email regarding the use of reccurring tasks in Microsoft Project.
The question was "What are the pros and cons of using a recurring task in Microsoft Project versus scheduling individual tasks for a weekly status meeting?"

My response was I don't use them.  Here's why:

My preference is to avoid recurring tasks for a weekly status meeting in a project schedule. The main reason is these are support tasks that don't fall on a project's critical path. I've never missed a launch date or postponed a launch because I skipped a team status meeting during a project launch. Depending on the complexity of the launch, you likely have status meetings every day if not multiple times during a given day.

I prefer to setup my project management governance routines to include a weekly status meeting using Microsoft Outlook or corporate calendar system. Adding recurring activities for a status meeting only adds to the administrative burden and requires the project manager to track additional tasks that don't impact the project's critical path.  If your organization has such a requirement then a recurring task will be helpful in your resource pool utilization.

If you still want to track these meetings, then I would create a separate section of the project plan that doesn't have any dependencies on the actual tasks required to complete the work. In this case, a reoccuring task which occurs weekly on a given date is fine. Some organizations try to tie every hour of every day to their project schedule.

From an administrative perspective, I prefer to estimate the available resource utlizations for each resource (i.e. 80%) and I apply that utilization to my schedule. Remember the project schedule is just a model of predicted tasks so I try to estimate time as best as possible. However, I don't want to track every administrative meeting in my schedule.

I do add the key meetings that are required to pass a milestone or tollgate to to the schedule as these do represent sign-off and approval.  Obtaining customer sign-off prior to launch is a worthwhile meeting that should be on your critical path!

Sound off with your opinion

What's your opinion?  How do you handle status meetings in a project schedule?
Feel free to email me at This e-mail address is being protected from spambots. You need JavaScript enabled to view it with your suggestions.

How to Add a Recurring Task in Microsoft Project

For those of you who want to add a recurring task in Microsoft Project, you can follow this simple tutorial at:

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Written by Dr. Andrew Makar   
Tuesday, 30 June 2009 22:26
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MS Project Tutorial: How to Add a Recurring Task in Microsoft Project

You can add a recurring task in Microsoft Project by following these steps:

1.     Select Insert – Recurring Task
2.    The Recurring Task Information dialogue box appears

How to add a recurring task in Microsoft Project dialogue box

3.    Insert the Task Name, Duration, Recurrence Pattern, Start Date and assign any relevant calendar for the task.
4.    Press Ok

My 12 week recurring team status meeting on Mondays is configured as follows:

How to add a recurring task in Microsoft Project example

The result is displayed below:

How to add a recurring task with Microsoft project result

When should you use a recurring task?

Project managers often ask if they should use a recurring task in their project schedules or if they should adopt individiual tasks for the various status meetings.  I provided my opinion in a recent post on using Microsoft Project recurring tasks.

If you found this tutorial useful and would like more information, then please check out my MS Project Tutorial #1: How to Effectively Build a Project Schedule.  It provides an easy to learn 10 step method to effectively build a project schedule that you can rely on!

 

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Written by Dr. Andrew Makar   
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Mind Mapping Project Management on the iPhone

Over the past few weeks, I've been playing with mind mapping applications on the iPhone.

When I'm mobile and I don't have my laptop or good 'ol pen and paper, I use this nifty iPhone application to take notes and build a mind map.
If you have an iPhone, then a must-have application is SimpleApp's SimpleMind application for the iPhone.  The application is available via iTunes...just search for SimpleMind or mind mapping.  It is a zero cost application and is a useful utility for mobile brainstorming.

You can also find more information at http://www.simpleapps.eu/simplemind/

Several basic features include:

  • Easy to use - drag, arrange end edit topics on the Mind Map page.
  • Apply visual styles - change colors, borders and lines for maximum presentation impact.
  • Undo/Redo in the editor - makes editing and experimenting easy.
  • Reorganize Mind Map structure - use drag and drop to restructure Mind Maps aided by topic auto-layout.
  • Cut/Copy/Paste - move or duplicate topics between Mind Maps.
  • Large Mind Map page support - diagram size is only limited by memory. Scroll, zoom and rotate page.
  • Re-order Mind Maps in the Mind Map list.
  • Upload your Mind Maps to a (configurable) web-server and share Mind Maps with other SimpleMind users through your Mind Map index on the SimpleMind web-server. (**)
  • Download Mind Maps - open, view and edit SimpleMind Mind Maps from other SimpleMind users.
  • Share Mind Maps as jpeg image via the iPhone Camera Roll.

From a project management perspective, I find it to be a useful tool...especially if you're pulled into a meeting and don't have anything but your trusty iPhone to take notes.
I've been using it for a few weeks now and it is a great application!

Gotta love the iPhone!

 
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Written by Dr. Andrew Makar   
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Microsoft Project Tip: Project Tracking Percent Complete

A typical team status meeting includes the project manager reviewing the work plan and asking team members to report on relevant task progress in the work plan. A typical response from team members is "The task is 90 percent complete," or some variable percent. Project managers can make the mistake of assuming a status of "90 percent complete" is an effective method to monitor task progress.

Using a status of 90 percent, the project manager updates the project plan and communicates to the stakeholders that the particular deliverable is 90 percent complete. Everyone feels comfortable about the number and they move on to the next status item. Another week goes by, and at the next status meeting, the task is still 90 percent complete with "just a little more work to go."


When the project manager asks why the deliverable wasn't completed, the team member responds with a list of other tasks or dependencies that are needed to complete the task. In the interest of a short status meeting, the project manager leaves the deliverable at 90 percent complete until next week. This cycle can continue week after week as the deliverable continues to fall further behind in the project schedule.

 

The "90 percent complete" approach to deliverable tracking is entirely subjective. The percent complete approach represents a quick estimate of deliverable status based on a team member's feeling or intuition. This approach doesn't provide the project manager with any information about actual task effort or forecasted end dates. The problem is further propagated when project stakeholders communicate the same status to their colleagues.

 

Solution:

A recommended approach is to avoid the subjective view of task status and implement an objective one. In order to objectively measure project schedule and cost performance, the project manager needs to know the following:

 

  1. When was the task scheduled to start and complete?
  2. What was the original task effort?
  3. When did the work actually start?
  4. How many hours have been spent on the task?
  5. How many hours are remaining?

 

The first two questions can be answered by examining the project baseline. The project baseline is the official record of cost, scope and timing for each deliverable in the work plan. Once project managers understand the original task effort, baseline start and finish dates the project manager can inquire about the actual work spent on the task.

 

The project manager uses the data to calculate an objective measure of work complete and, more importantly, forecast a task end date based on the remaining effort.

 

Task Percent Complete = Actual Hours Spent / Baseline Work (+/-) Remaining Work

 

Task Baseline Information

Task Status Tracking

Baseline Effort: 80 hours

Baseline Start: 7/5/2004

Baseline Finish: 7/19/2004

Actual Start: 7/7/2004

Actual Hours Spent: 60 hours

Remaining Work: 40 hours

Forecasted End Date: 7/24/2004

Task Percent Complete = 60 hours / (60 hours + 40 hours) = 60% complete

 

In this example, the original effort was 80 hours and actual work required was 100 hours.

 

The task also started two days later and the additional 20 hours added another 2.5 days to the task schedule. If the project manager did not ask these questions and accepted a subjective 90 percent complete, the project manager would have assumed 54 hours have been spent with 6 hours to complete the task.

 

Benefits

Tracking project actuals provides the following benefits:

  • Improves project status reporting using accurate and objective task end dates.
  • Improves project status reporting by communicating an objective percent complete instead of a subjective percent complete.
  • Improves future project estimation accuracy by comparing project baseline work and actual work.
  • Avoids "guesstimate" approach and uses project data to forecast project completion dates.

Challenges and Road Blocks

If the project team is new to this approach, the project manager may experience some push back or reluctance to provides estimates. A common fear is the team member may face negative consequences for failing to complete the work in the estimated amount of time. Other team members simply don't want to escape the comfort zone of reporting "Its about 90 percent complete with a little more work to do."

 

To overcome the pushback, the project manger should encourage a work environment where missing estimates is not punished although meeting estimates is encouraged. If project managers experience resistance, an effective technique is to break down the work into smaller chunks and translate end dates into project effort. Asking a team member if they can complete the work in 3 days translates to 24 hours of work in the project plan. If they are only available to work on the task 4 hours each day, then the 24 hours of work stays the same but the duration increases to 6 days.

 

Project team members may indicate providing estimates of actual work remaining is also subjective. The original project estimate was a prediction of effort based on team members' experience and available information. During project execution, team members know more about the project's tasks and remaining effort. The actual work remaining is based on more information then when the estimate was provided. As tasks progress, providing estimates will be easier since the team knows more about the tasks and remaining effort and related issues.

 

Conclusion

Regardless of your project tracking tool, ask your teams for the amount of time spent and the amount of time remaining for each task in your workplan. Ask the five forementioned questions to identify when work started and forecast how much work is remaining. Avoid the subjective nature of reporting "90 percent complete with a little more to go."

 

In our original scenario, the project manager reported a status of 90 percent complete using the subjective guesses from project team members. After recording objective project actuals, the project plan may still indicate the same percentage, but the project manager knows it was calculated correctly and the forecasted dates are effort-driven instead of subjective guesstimates.

 

Simply reporting the percent complete isn't enough to provide accurate and data-driven end dates. Project managers that follow an objective schedule updating approach will benefit from improved project control and monitoring. The approach also provides a repository of actual effort that can be reused to estimate future project's cost and timing.

 

This article was written by Andy Makar and originally published at www.gantthead.com

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Mind Map Your Meeting Minutes

Despite the obvious value of capturing project meeting minutes, it can be a time-consuming, often inefficient, chore that most project managers would just as soon avoid. Mind-mapping tools and techniques, attuned to the non-linear nature of conversation and brainstorming, can help.

When running a project status meeting — or any other type of meeting, be it a project kick-off, change control board or portfolio review — meeting minutes are the standard for documenting attendees, action items, decisions and topics for further discussion or action. Meeting minutes are an excellent tool for recording past decisions, and providing input into future decisions.
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