Appendix 13.2 Obtaining Project Performance Information from MS Project The objective of this appendix is to illustrate how one can obtain the performance information discussed in Chapter 13 from MS Project 2007. One of the great strengths of MS Project is its flexibility. The software provides numerous options for entering, calculating, and presenting project information. Flexibility is also the software’s greatest weakness in that there are so many options that working with the software can be frustrating and confusing. The intent here is to keep it simple and present basic steps for obtaining performance information. Students with more ambitious agendas are advised to work with the software tutorial or consult one of many instructional books on the market. For purposes of this exercise we will use the Digital Camera project, which was introduced in Chapter 13. In this scenario the project started as planned on March 1 and today’s date is March 7. We have received the following information on the work completed to date: Design Spec.s took 2 days to complete at a total cost of $20. Shell & Power took 3 days to complete at a total cost of $25. Memory/Software is in progress with 4 days completed and two days remaining. Cost to date is $100. Zoom System took 2 days to complete at a cost of $25. All tasks started on time. STEP 1 ENTERING PROGRESS INFORMATION We enter this progress information in the TRACKING TABLE from the GANTT CHART VIEW c TABLE c TRACKING: Period SPI CPI PCIB 1 —— —— —— 2 —— —— —— 3 —— —— —— 4 —— —— —— 5 —— —— —— TABLE A13.2A Tracking Table ID Task Name Act. Start Act. Finish % Comp . Act. Dur. Rem. Dur. Act. Cost Act. Work 1 Digital Camera Prototype 3/1 NA 61% 6.72 days 4.28 days $170.00 272 hrs 2 Design Spec.s 3/1 3/2 100% 2 days 0 days $20.00 32 hrs 3 Shell & Power 3/3 3/7 100% 3 days 0 days $25.00 40 hrs 4 Memory/Software 3/3 NA 67% 4 days 2 days $100.00 160 hrs 5 Zoom System 3/3 3/4 100% 2 days 0 days $25.00 40 hrs 6 Assemble NA NA 0% 0 days 3 days $0.00 0 hrs 7 Test NA NA 0% 0 days 2 days $0.00 0 hrs Lar03342_ch13_452-503.indd Page 501 2/1/10 4:53:59 PM user-f498 /Users/user-f498/Desktop/01:02_evening/MHBR165:Larson:208 502 Chapter 13 Progress and Performance Measurement and Evaluation When you scale this table to 80 percent you can obtain all the basic CV, SV and VAC information on one convenient page. Note: Older versions of MS Project use the old acronyms: BCWS 5 PV BCWP 5 EV ACWP 5 AC and the EAC is calculated using the CPI and is what the text refers to as EACf . STEP 3 ACCESSING CPI INFORMATION To obtain additional cost information such as CPI and TCPI click from the GANTT CHART view click TABLE c MORE TABLES c EARNED VALUE COST INDICATORS, which will display the following information: TABLE A13.2B Earned Value Table ID Task Name PV EV AC SV CV EAC BAC VAC 2 Design Spec.s $20.00 $20.00 $20.00 $0.00 $0.00 $20.00 $20.00 $0.00 3 Shell & Power $15.00 $15.00 $25.00 $0.00 ($10.00) $25.00 $15.00 ($10.00) 4 Memory/Software $100.00 $70.00 $100.00 ($30.00) ($30.00) $153.85 $100.00 ($53.85) 5 Zoom System $35.00 $35.00 $25.00 $0.00 $10.00 $25.00 $35.00 $10.00 6 Assemble $0.00 $0.00 $0.00 $0.00 $0.00 $120.00 $120.00 $0.00 7 Test $0.00 $0.00 $0.00 $0.00 $0.00 $30.00 $30.00 $0.00 $170.00 $140.00 $170.00 ($30.00) ($30.00) $373.85 $320.00 ($53.85) Note that the software automatically calculates the percent complete and actual finish, cost, and work. In some cases you will have to override these calculations if they are inconsistent with what actually happened. Be sure to check to make sure the information in this table is displayed the way you want it to be. The final step is to enter the current status date (March 7). You do so by clicking PROJECT c PROJECT INFORMATION and inserting the date into the status date window. STEP 2 ACCESSING PROGRESS INFORMATION MS Project provides a number of different options for obtaining progress information. The most basic information can be obtained from REPORT c REPORTS c COSTS c EARNED VALUE. TABLE A13.2C Earned Value Cost Indicators Table ID Task Name PV EV CV CV% CPI BAC EAC VAC TCPI 1 Digital Camera Prototype $170.00 $140.00 ($30.00) 221% 0.82 $320.00 $373.85 ($53.85) 1.2 2 Design Spec.s $20.00 $20.00 $0.00 0% 1 $20.00 $20.00 $0.00 3 Shell & Power $15.00 $15.00 ($10.00) 266% 0.6 $15.00 $25.00 ($10.00) 4 Memory/Software $100.00 $70.00 ($30.00) 242% 0.7 $100.00 $153.85 ($53.85) 5 Zoom System $35.00 $35.00 $10.00 28% 1.4 $35.00 $25.00 $10.00 6 Assemble $0.00 $0.00 $0.00 0% 0 $120.00 $120.00 $0.00 7 Test $0.00 $0.00 $0.00 0% 0 $30.00 $30.00 $0.00 Lar03342_ch13_452-503.indd Page 502 2/9/10 10:15:02 AM user-f498 /Users/user-f498/Desktop/TEMPWORK/February 2010/09:02/MHBR165:Larson:208 Chapter 13 Progress and Performance Measurement and Evaluation 503 TABLE A13.2D Earned Value Schedule Indicators Table ID Task Name PV EV SV SV% SPI 1 Digital Camera Prototype $170.00 $140.00 ($30.00) 218% 0.82 2 Design Spec.s $20.00 $20.00 $0.00 0% 1 3 Shell & Power $15.00 $15.00 $0.00 0% 1 4 Memory/Software $100.00 $70.00 ($30.00) 230% 0.7 5 Zoom System $35.00 $35.00 $0.00 0% 1 6 Assemble $0.00 $0.00 $0.00 0% 0 7 Test $0.00 $0.00 $0.00 0% 0 STEP 4 ACCESSING SPI INFORMATION To obtain additional schedule information such as SPI from the GANTT CHART view, click TABLE c MORE TABLES c EARNED VALUE SCHEDULE INDICATORS, which will display the following information: STEP 5 CREATING A TRACKING GANTT CHART You can create a Tracking Gantt Chart like the one presented on page 456 by simply clicking VIEW c TRACKING GANTT Tracking Gantt Chart Digital Camera Project ID Task Name March 6 March 13 1 Digital Camera Prototype Design Spec.s MTWT FSSMTWT FSSM W T 0% 0%