On April 18th, C/D/H hosted a webinar with New Horizons on five easy steps to Microsoft Project. Local project management and technology professionals learned project management basics, an overview of Microsoft Project tools, and the benefits of moving to Microsoft Project from Excel. View C/D/H's Excel to Project in 5 Easy Steps slide deck and see transformational changes you can bring to your daily project management duties with this powerful tool. And for more information on this or other project management topics, visit our blog at www.cdhtalkstech.com.

1. CDH
From Excel to Project in 5
CDH
Easy Steps
April 2012

2. CDH Quick Facts
About Us Approach Partnerships
• 22nd Year • Vendor • Microsoft Gold
• Grand Rapids & Independent • VMware Enterprise
Royal Oak • Non-reseller • Citrix Registered
• 30 Staff • Professional • Novell Gold
Services Only • Cisco Premier

3. CDH Expertise

4. CDH Get Social with C/D/H
C/D/H Talks Tech C/D/H Tweets Tech

5. C/D/H Project Management
CDH Expertise
• C/D/H Project Management Group
– Six active members
– PMI certified
– Experience in Microsoft Enterprise
Management approach
– Experience in multiple project management
tools and methodologies
– Experience in PMO development and
operations

6. CDH Your Presenter
Doug MacNEIL
Consultant
PMP | MCITP:EPM | MCT
MCTS | MOS | CNE
dougm@cdh.com

7. CDH Agenda
• Introduction
• General Project Management Discussion
• Microsoft Project Tools
• Project Management - Tasks
– Work breakdown structure
– Task assignment
– Resource scheduling
– Critical path analysis
– Cost estimating
• Q&A

8. CDH What is a “Project”?
“A project is a temporary endeavor
undertaken to create a unique product,
service or result.”
Source:
A guide to the project management body of
knowledge (PMBOK Guide) Fourth Edition

9. CDH Project Management Evolution
(1989)
PRINCE method derived
from PROMPTII is
(1950s) published by the U.K.
The Critical path Government
method (1969) (2002) Portfolio
(CPM) invented Project Management (1986) Management
Institute (PMI) established Six Sigma Techniques
Methodology
1910s 1950s 1960s 1970s 1980s 1990s 2000s
(1861–919) (1958) (1975) (1987) (1995)
The Gantt Chart The Program PROMPTII First PMBOK Agile Project
developed Evaluation and methodology Guide published Management
by Henry Review Technique created by Simpact
Systems
Laurence Gantt (PERT)
method invented

10. CDH Project Management
• Projects in one form or another have been
undertaken for a millennia
• Gantt Chart first developed in 1920
• The latter half of the 20th century people
started to talk about “Project Management”

11. CDH Why Project Management
• Project and Portfolio Management helps
organizations gain visibility and control
across all work, enhancing decision-
making, improving alignment with
business strategy, maximizing resource
utilization, and enhancing project
execution.

12. CDH The Business Needs
Align work with strategic
Rationalize investment objectives
Manage projects and Gain visibility and
resources effectively control over projects

13. CDH Microsoft Project - Tools
• Target Audience:
– Excel 2010
– “Accidental” Project Managers
– Project Standard 2010
• Individuals and Part Time Project Managers
– Project Professional 2010
• Full Time Project Managers
– Project Server 2010
• IT, PMO, Engineering R&D, Product Development,
Operations

14. CDH Microsoft Excel 2010
• Microsoft Excel 2010 gives basic data list
capabilities
– Listing of activities
– Listing of resources
– Listing of budget
– Listing of …..

15. CDH Microsoft Project Standard 2010
• Microsoft Project Standard 2010 delivers
powerful, visually enhanced ways to
manage a wide range of projects.

16. CDH Microsoft Project Professional 2010
• Microsoft Project Professional 2010 gives
you a powerful, visually enhanced way to
effectively manage a wide range of
projects and programs.
• Provides integration capabilities with:
SharePoint, Team Foundation Server and
Project Server.

17. CDH Microsoft Project Server 2010
• Microsoft Project Server 2010 builds upon
the Microsoft SharePoint Server 2010
platform.
• Provides a basis for Project Web App
pages, site administration, project
workspaces, and authentication
infrastructure for Project Server users.
• Provides portfolio tracking and planning.

18. Microsoft Project Management
CDH Overview
• Microsoft Project History
– 1984 – Original version DOS based
– 1986 – Version 4 (Final DOS based version)
– 1990 – Version 1 for Windows
– 1991 – MAC version released
– No version 2 for Windows ever released
– 1993 – Last MAC version (Project 4) released
– Current version is 14th release
– Version 15 TBD…

19. You Just Might Be a Project
CDH Manager
“If you're 6 months late on a milestone due
next week but really believe you can make it,
you just might be a project manager.”
(Apologies to Jeff Foxworthy)

20. CDH Project Management
• Work breakdown structure
• Task assignment
• Resource scheduling
• Critical path analysis
• Cost estimating

21. CDH Project Management - WBS
• Work breakdown structure
• Task assignment
• Resource scheduling
• Critical path analysis
• Cost estimating

22. CDH Work Breakdown Structure
• Work Breakdown Structure
– According to the PMBOK is defined as “the
process of subdividing project deliverable and
project work into smaller more manageable
components.”
– Done in Excel can be a list of activities that
need to be accomplished
– Done in Project is manageable and can be
used as a tool in Project Management

23. CDH Work Breakdown - Excel
Line Est. # of
Description Comments
# hours
1 Project Management
2 Time required by C/D/H project manager and all C/D/H team member
time for status meetings, general communication and project
collaboration
3 Project initiating tasks including internal prep meeting 2.0
and establishment of project management plan
4 Project kick-off meeting 2.0 2 CDH Staff members @ 1 hour per
5 Project planning tasks including build of initial project 1.0
plan and schedule
6 Weekly project status meetings 2.0
7 Monitoring and controlling activities including issuance 2.0
of regular project communications, budget monitoring
and reporting, project plan updates and project
change control
8 Project closure tasks including preparation and 1.0
issuance of final project documents and other tasks as
needed
9 Project closure meeting 2.0 2 CDH Staff members @ 1 hour per

24. CDH Work Breakdown – Project

25. CDH Project Management - Tasks
• Work breakdown structure
• Task assignment
• Resource scheduling
• Critical path analysis
• Cost estimating

26. CDH Task Assignment
• Task Assignment
– Done in Excel lists resources that can be
applied to a task
– Done in Project is manageable and can be
used as a tool to track and monitor resource
utilization

27. CDH Task Assignment - Excel
Task Description Assigned to: Service Area
Joe - Information
Joe will not be onsite but Erik Network
4th BGP Peer - Nov. 29th. Technology Erik -
will be. Infrastructure
Information Technology
Computer
Paul - Information Operations,
802.11n deployment for Corp
Technology Network
Infrastructure
Perform an annual audit of
Computer
Active Directory Audit Active Directory to identify user
Operations
access
Computer
Currently there is no
Pat - Information Operations,
Add security to the Media (AV) WLAN authentication or encryption on
Technology Network
the media WLAN.
Infrastructure

28. CDH Task Assignment - Project

29. CDH Task Assignment - Project

30. CDH Task Assignment - Project

31. Project Management - Resource
CDH Scheduling
• Work breakdown structure
• Task assignment
• Resource scheduling
• Critical path analysis
• Cost estimating

32. CDH Resource Scheduling
• Resource scheduling
– Excel is a great spreadsheet program but it is
not made for planning and scheduling
– Excel provides limited Gantt Chart
development
– Project allows visibility into task calendars and
resource allocation

33. CDH Resource Scheduling - Excel
Resource Name Work
Douglas J. MacNEIL 15.2 hrs
Project initiating tasks including internal prep meeting and establishment of project
2 hrs
management plan
Project kick‐off meeting 0.4 hrs
Project planning tasks including build of initial project plan and schedule 1 hr
Weekly project status meetings 0.4 hrs
Monitoring and controlling activities including issuance of regular project communications,
2 hrs
budget monitoring and reporting, project plan updates and project change control
Project closure tasks including preparation and issuance of final project documents and other
1 hr
tasks as needed
Project closure meeting 0.4 hrs
Other projects and commitments 8 hrs
Polly C. Corbett 169.8 hrs
Project kick‐off meeting 1.6 hrs
Weekly project status meetings 1.6 hrs
Project closure meeting 1.6 hrs
Develop Exchange design and migration plans 16 hrs
Build new Exchange 2010 server hosting CAS, HUB, and mailbox roles 36 hrs
Create Cisco ASA network translation and access list. Create legacy URL and update SSL.
18 hrs
Test Exchange connectivity for ActiveSync, OWA, and Outlook Anywhere.
Test co‐existence between Exchange Server 2003 and Exchange Server 2010 4 hrs
Migrate pilot group from Exchange 2003 to Exchange 2010 48 hrs
Other projects and commitments 0 hrs
Pat Jones 16 hrs
Create virtual machine for Exchange Server 2010 16 hrs
Erik Gilreath 24 hrs
Create Cisco ASA network translation and access list. Create legacy URL and update SSL
24 hrs
certificate.

34. CDH Resource Scheduling - Project

35. CDH Resource Scheduling - Project

36. CDH Project Management – Critical Path
• Work breakdown structure
• Task assignment
• Resource scheduling
• Critical path analysis
• Cost estimating

37. CDH Critical Path
• The critical path is the series of tasks (or
even a single task) that dictates the
calculated project start or finish date
• If a single task is late on the critical path,
the end date of the entire project will also
be late

38. CDH Critical Path
• Critical Path Analysis
– Excel allows listing of tasks but offers no
assistance with identification and tracking of
critical path
– Project allows visibility into the critical path
• Highlight the critical path
• Show only the critical path
• Show a single critical path for multiple projects
• Calculate multiple critical paths

39. CDH Critical Path - Excel
Line Est. # of
Description Comments
# hours
1 Project Management
2 Time required by C/D/H project manager and all C/D/H team member time
for status meetings, general communication and project collaboration
3 Project initiating tasks including internal prep meeting and 2.0
establishment of project management plan
4 Project kick-off meeting 2.0 2 CDH Staff members @ 1 hour per
5 Project planning tasks including build of initial project plan 1.0
and schedule
6 Weekly project status meetings 2.0
7 Monitoring and controlling activities including issuance of 2.0
regular project communications, budget monitoring and
reporting, project plan updates and project change control
8 Project closure tasks including preparation and issuance 1.0
of final project documents and other tasks as needed
9 Project closure meeting 2.0 2 CDH Staff members @ 1 hour per

40. CDH Critical Path - Project

41. CDH Critical Path - Project

42. CDH Critical Path - Project

43. CDH Project Management - Costs
• Work breakdown structure
• Task assignment
• Resource scheduling
• Critical path analysis
• Cost estimating

44. CDH Cost Estimating
• Cost estimating
– Excel allows cost rollup and what if scenarios
with extensive development
– Project allows presentation of costs and
budgets from stock reports and offers multiple
rates and ability to factor in overtime rates

45. CDH Cost Estimating - Excel

46. CDH Cost Estimating - Project

47. CDH Cost Estimating - Project

48. CDH Thank You
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Suite 212 Suite 270
Royal Oak, MI 48067 Grand Rapids, MI 49503
(248) 546-1800 (616) 776-1600
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