Thanks for the detailed response. I've attached a scrubbed project plan for reference.
I think the key is to remember that I am looking at this from a forecasting perspective, not historical per se. Even though I mentioned using the actuals to derive comparisons to the baseline, I am more concerned with seeing the impact of changes on the future. In other words, if the original timeline was based on Task 2 being completed today but it wasn't actually completed until tomorrow, what does that do to the rest of my dates? Or, more accurately, Task 2 hasn't been completed yet, meaning all of the remaining tasks have yet to be started, how does that impact my plan?
Referring to the attached file, Task 18 highlights the need for sliding start dates. As you can see, it was originally estimated to start on Oct. 2nd. There is no Actual Start date which indicates that the task hasn't started yet. As a result, I need the Start date to "slide" to the current date (or the earliest possible based on its predecessors) because this is the earliest it can start based on the current state of the project. I don't want to have to manually do this each and every day.
The same logic follows for the Finish date of tasks that are in-progress. If I have started the task (i.e. Actual Start is not NA) but not yet finished it (i.e. Actual Finish is NA), then the Finish date should "slide" to the current date because this is the latest it could be finished. This would then affect any successors down the line.
Obviously, this would be possible because all of the dates are derived. I can reset the values by manually setting a date if it actually did occur in the past. But, in the absence of an explicit value, I need the dates to "slide" forward so that I can have an accurate depiction of the state of my project and be able to view how that state affects the future of my project (i.e. am I going to miss my target milestone dates, etc.). This will allow me to determine if I need to apply more resources or notify management that the date has changed or make some other change in response.
The other problem, which still exists in the sample, are the successors that pre-date their predecessors despite a Finsh-to-Start relationship. Task 31, for instance, has Task 21 and Task 55 as predecessors. These have Finish dates of 10/13/08 and 12/01/08, respectively. Task 31 has a Start date of 11/05/08 - prior to the end of Task 55?!?! I don't understand how this is possible.
I hope all of this makes sense. Thanks for the help.
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by: bobsegrestPosted on 2008-11-04 at 04:04:50ID: 22875392
Hello SonOfPirate,
rnedValue. I'll attach a screen shot to this note to give you an idea what the tool looks like.
I am pleased to hear that you are on the right track. You seem to have grasped the basic seven steps to building a dynamic schedule and you are manipulating the project status date, actual work and remaining work to update your plan.
Having grasped the basics, the most common reason that a plan not being dynamic is the presence of one or more constraints. In Microsoft Project a constraint is like a boat anchor that chains your project schedule down. Take a look a the indicator column normally found on the left side of the table in your Gantt chart view. Are you seeing a bunch of little blue or red calendar icons?
I would have to look at one of your mpp files to be more specific on this point. If you have a file you can allow the public to see, try zipping it and attaching it to this discussion.
You appear to have a grasp of project baselines and the tracking Gantt. Its a great start.
I think its time for you to take a look a concept called Earned Value. By looking at the earned value (actual work) of your effort to date, comparing this to the value you had planned in your baseline and resources expended (actual cost) you can present a really good picture of how the project is performing and how it is likely to finish.
I have written a free add-in for project 2007 that will allow you to produce an earned value summary for your project with a simple mouse click. It will be release from the Microsoft sponsored CodePlex site soon. Look for http://www.codeplex.com/Ea
Bob Segrest, PMP
MCITP, Microsoft Project Blackbelt
Earned Value Add-In