Académique Documents
Professionnel Documents
Culture Documents
Pregunta:
Cuntos de los asistentes tienen un dominio real de los temas de administracin de proyectos?
Aclaraciones
The top 10 things Microsoft Project Can't Do for you: it will not make your team members plan; it will not improve the estimates you get from your people; it will not force people into meeting unreasonable deadlines; it will not provide you with additional resources; it will not remove the bugs from your product; it will not discover the scope you missed; it will not descope your project to meet budget; it will not negotiate with management for a new date; it will not always tell you good news and; I will not turn you into a project manager.
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Conceptos Bsicos
Conceptos bsicos
PROYECTO: esfuerzo temporal emprendido para crear un producto o servicio nico.
Conceptos bsicos
PROYECTO
FASES
FASE n
FASE 1
ACTIVIDADES
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Conceptos bsicos
Alcance, WBS, OBS, RAM
Conceptos bsicos
Ejemplo de WBS
WBS (Work Breakdown Structure) Proyecto MGPI
PROYECTO MGPI PROYECTO MGPI
1. 1.
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Conceptos bsicos
Ejemplo de OBS
PROYECTO XXXX
Gestor de la Cuenta
Nombre
Gestor de Proyecto
Nombre
Oficina Tcnica
Nommbre
Oficina de Proyecto
Nombre
Coordinador Despliegue
Nombre
Gestor Logstica
Nombre
Supervisor Instalacin BS
Nombre
Ingeniera
Nombre
Nombre
Soporte Tcnico
Nombre
Supervisor rea
Supervisor rea
Supervisor rea
Gestor de Subcontratacin
Nombre
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Gestor de Documentacin
Nombre
Conceptos bsicos
Ejemplo de RAM
WBS
AB CR AH RA LG LM ED
OBS
Codif. 1.1
Fase 1
1.1.1
Actividad 1
1.1.2
Actividad 2
1.1.3
Actividad 3
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Conceptos bsicos
Procesos de Gestin: relacin entre ellos
Procesos Inicio
Procesos Planificacin
Procesos Control
Procesos Ejecucin
Comienzo
Procesos Cierre
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Fin
Conceptos bsicos
Procesos de Gestin: evolucin en el tiempo
Nivel de Actividad
Tiempo
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What?
When? Who? Where? How? How Much? Whereas
Products
Milestones Responsibilities
WBS
Te suena conocido?
Una WBS es una tcnica fundamental de la administracin de proyectos por la definicin y organizacin del alcance total del proyecto utilizando una estructura de rbol.
Desglose (Tcnica)
Una Tcnica de planificacin que subdivide el Alcance del Proyecto y los entregables del proyecto en componentes ms pequeos y ms fciles de manejar, hasta que se defina el trabajo con detalle suficiente para poder respaldar la ejecucin, el seguimiento y el control del trabajo.
Entregable
Cualquier producto, resultado o capacidad de prestar un servicio nico y verificable que debe producirse para terminar un proceso, una fase o un proyecto.
WBS
La WBS organiza y define el alcance total del proyecto.
Tipos de WBS
WBS Orientada a Verbos.
Orientada a tareas que definen los entregables. Acciones que debern realizarse para producir los entregables. La primer palabra es generalmente un verbo.
Tipos de WBS
WBS Orientada a Sustantivos.
Define el trabajo del proyecto en trmino de componentes fsicos o funcionales. La primer palabra de los elementos son sustantivos. Son llamadas Estructura de Desglose de Productos. Estn orientadas de acuerdo a la definicin del PMI.
Tipos de WBS
WBS Orientada a Fases.
Es utilizada en proyectos largos. Descompone el proyecto en fases para agrupar las actividades.
Otros tipos
Orientada a la organizacin (Funciones) Roles Geogrficas Tipo de costo Centro de Costos
Representacin de la WBS
Estructura de rbol
Representacin de la WBS
Horizontal
Representacin de la WBS
Central Mapa Mental
Representacin de la WBS
Tabulador
Herramientas
Existen muchas herramientas para realizar una WBS, la mas original y de menor tecnologa es:
Utilizar lpiz y papel
No tiene nombres: el WBS no es el cronograma, todava no tiene nombres asignados a los entregables, subentregables o actividades. No tiene fechas: de la misma forma, todava no tiene ninguna fecha para lo que hay que construir. El WBS es el qu del proyecto, no es el quin ni el cundo.
No tiene dependencias: no es el diagrama de red del proyecto, no se define todava la secuencia de tareas en el
WBS.
Seguimiento y Control
Ejecucin
Inicio
Planeacin
Alcance Estimacin del costo, tiempo Identificacin de Riesgos
Cierre
Referencia para el cierre de etapa o proyecto. Validacin del cumplimiento de los entregables.
Diccionario de la WBS
WBS
Project Charter
Asigna la autoridad
Overview
Set up a project document using best practices Enter task details Enter durations against tasks Link tasks Assign resources Baseline the plan Manage the project plan and track progress
Project Information
Project Defaults
Project Defaults
Project Calendars
Parntesis
Saber cuando estn disponibles los recursos
Parntesis
Hay dos tipos de calendarios
Base: para todo el proyecto Por recurso.
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Tasks
Project Summary Task Summary Tasks Sub-tasks Task Types
Fixed Units Fixed Work Fixed Duration (recommended) Effort driven
Summary Tasks
Subtasks
Task Types
Fixed units tasks where the resources are a fixed value & changes to the amount of work or the duration do not affect the resources Fixed work tasks where the amount of work is a fixed value & changes to the duration or the number of resources do not affect the work. Fixed duration (recommended) tasks where the duration is a fixed value & changes to the work or the resources don't affect the duration. Effort Driven the duration of a task shortens or lengthens as resources are added or removed from a task while the effort (work) remains the same.
Task Types
Task Information
Task Information Form Milestone tasks Durations Constraints Dependencies (predecessors)
Task Information
Milestones
Task Duration
When entering task durations, enter the amount of time expected to complete the task Duration abbreviations
M = Minutes H = Hours D = Days W = Weeks M = Months
Task Constraints
Field dependencies Constraint types
As late as possible As soon as possible Finish no earlier than Finish no later than Must finish on Must start on Start no earlier than Start no later than
Task Dependencies
Predecessors
Finish to Start (FS default) Start to Finish (SF) Start to Start (SS) Finish to Finish (FF rarely used)
Exercise 3
Setting constraints, durations and predecessors
Resources
Resource types Entering resources Assigning resources to a task
Entering Resources
Best done after tasks are entered and linked Assign names and work effort for each individual Duration is the length of time the task will take to complete, entered in days Work is the amount of effort needed to complete the task, entered in hours
Exercise 4
Entering Resources
Tracking
Base lining the project Entering actual information
Exercise 5
Base lining
Tracking Gantt
Custom Views
Views are made up of
Tables Filters Groupings
It is highly recommended that you copy the view AND any tables, filters and groups that are used to achieve that view.
Tables
A table is the actual spreadsheet presentation of the rows and columns It stores which fields you see and how the columns are ordered
Tareas recurrentes
Tareas Programadas
Step 1: On the View menu, click Gantt Chart. Step 2: In the Task Name field, select two or more tasks to link in the order you want them linked. To select adjacent tasks, hold down SHIFT, and then click the first and last tasks you want. To select nonadjacent tasks, hold down CTRL, and then click the tasks you want. Step 3: Click Link Tasks . Step 4: To change the task link, double-click the link line between the tasks you want to change. Set the lead or lag time (see next slide). In the Type box, select the type of dependency. Finish-to-Start (FS) is the default Click OK. Tips To unlink tasks, select the tasks you want to unlink in the Task Name field, and then click Unlink Tasks . All links to the task are removed.
Asignacin de Recursos
Abrir un proyecto. ALT+F11 Arranca el Visual Basic Editor Herramientas / Macro / Visual Basic Editor
Como usar los ejemplos: Para crear una macro: Ejecutar MS Project Cerrar todos los archivos Alt. + F11 Insetar Modulo Escribir el cdigo Cerrar el VB Editor Abrir el archivo del proyecto Herramientas Macro Macros Seleccionar nombre-macro Run
Sub WriteToATextFile
Sub WriteToATextFile 'first set a string which contains the path to the file you want to create. 'this example creates one and stores it in the root directory MyFile = "c:\" & "whateveryouwant.txt" 'set and open file for output fnum = FreeFile() Open MyFile For Output As fnum 'write project info and then a blank line. Note the comma is required Write #fnum, "I wrote this" Write #fnum, 'use Print when you want the string without quotation marks Print #fnum, "I printed this" Close #fnum End Sub
Sub writemyproperties()
Option Explicit Sub writemyproperties() 'This macro exports all the built-in and custom project properties 'to a text file. It lists the index of the property, the name and the value. 'It demonstrates the use of a simple error handler to skip the errors that 'occur when a property is not defined or used. 'Copyright Jack Dahlgren, Feb 2002 Dim MyString, MyFile As String Dim fnum, myIndex As Integer Dim myProj As Project Dim skipme As Boolean 'set location and name of file to be written MyFile = "c:\" & ActiveProject.Name & "_properties.txt" skipme = False 'set and open file for output fnum = FreeFile() Open MyFile For Output As fnum 'write project info and then a blank line Write #fnum, "Built In Properties" Write #fnum, myIndex = 1 Set myProj = ActiveProject While myIndex <= myProj.BuiltinDocumentProperties.Count On Error GoTo ErrorHandler MyString = (myIndex & ") " & myProj.BuiltinDocumentProperties(myIndex).Name & ": " & myProj.BuiltinDocumentProperties(myIndex).Value) If Not skipme Then Write #fnum, MyString End If
myIndex = myIndex + 1 skipme = False Wend Write #fnum, "-----------------------------------------------" Write #fnum, Write #fnum, "Custom Properties" Write #fnum, myIndex = 1 While myIndex <= myProj.CustomDocumentProperties.Count On Error GoTo ErrorHandler If Not skipme Then MyString = (myIndex & ") " & myProj.CustomDocumentProperties(myIndex).Name & ": " & myProj.CustomDocumentProperties(myIndex).Value Write #fnum, MyString End If myIndex = myIndex + 1 skipme = False Wend Close #fnum ErrorHandler: skipme = True Resume Next End Sub
Sub indentme()
'This macro adds or removes a number of leading spaces 'for each task name so that reports 'will show tasks as being indented '"indentme" adds leading spaces to task names '"unindentme" removes leading spaces from task names 'Copyright Jack Dahlgren, March 2002 'Version History 'May 22, 2003 - moved unindent functionality into main macro ' - added ability to input number of spaces interactively Sub indentme() Dim t As Task Dim ts As Tasks Dim spaces, padding As String Dim i, j As Integer Set ts = ActiveProject.Tasks 'Ask user how many spaces they want spaces = InputBox("Enter the number of spaces to indent" _ & Chr(13) _ & "Leave Blank to remove leading spaces") 'Go through all non-blank tasks
Sub summaryname()
Sub summaryname() 'This Macro will create the entire "Path" 'to a specific task by adding together the 'names of all the parent tasks. It is useful when 'you have many commonly named substasks and want to 'know where in the heirarchy they reside. 'As written, this places the "path" in the 'Text12 custom field. You could alternately put this into 'the task name field itself, however that may make the names 'rather long 'Copyright Jack Dahlgren, March 2002 Dim mystring As String Dim mytask As Task Dim myoutlinelevel As Integer myoutlinelevel = 1 While myoutlinelevel < 10 For Each mytask In ActiveProject.Tasks If Not (mytask Is Nothing) Then If mytask.OutlineLevel = myoutlinelevel Then mytask.Text12 = mytask.OutlineParent.Text12 & " | " & mytask.Name End If End If Next mytask myoutlinelevel = myoutlinelevel + 1 Wend End Sub
Sub allgreen()
Sub allgreen() 'This macro shows how to set a barstyle depending on a certain 'value in the text5 field. Right now the case statement is 'commented out, so it will make all of your tasks green 'If you comment out the green line, this macro is useful 'to clear any custom formatting that you may have applied to 'specific tasks. 'Copyright Jack Dahlgren, Feb. 2002 Dim t As Task For Each t In ActiveProject.Tasks 'Select Case LCase(t.Text5) 'Case "gn" GanttBarFormat TaskID:=Task.ID, Reset:=True 'comment out this line if you don't want all the tasks green GanttBarFormat TaskID:=Task.ID, MiddleColor:=pjGreen, StartColor:=pjGreen, EndColor:=pjGreen 'Case Else 'End Select Next Task End Sub
Sub SetRecurringTasks()
' ' ' ' ' ' ' ' Select a recurring task, Enter the period of recurrance in calendar days Click OK and the instances of this task will be set to recur at the period you have specified. Copyright Jack Dahlgren, May 22, 2003 Do not redistribute without Author's Permission No guarantee of performance or suitability for any purpose Use only on files which have been backed up
Sub SetRecurringTasks() Dim t, one As Task Dim ts As Tasks Dim HowOften As String Dim oStart As Date Set t = ActiveSelection.Tasks(1) Set ts = t.OutlineChildren HowOften = InputBox("Please enter how often you want this to occur _ (use days as units)", "Enter Frequency") oStart = t.Start For Each one In ts one.Start = oStart oStart = oStart + HowOften Next one End Sub
Sub ReadyToStart()
Sub ReadyToStart() 'This macro will filter to show only tasks that have 'all of their predecessors at least 80% complete 'and which are not already marked complete themselves 'copyright Jack Dahlgren, March 2002 Dim t, pt As Task For Each t In ActiveProject.Tasks If Not t Is Nothing Then If Not t.Summary Then t.Flag1 = False If t.PercentComplete = 100 Then t.Flag1 = True For Each pt In t.PredecessorTasks If pt.PercentComplete < 80 Then t.Flag1 = True End If Next pt End If End If Next t FilterEdit Name:="ImReady", TaskFilter:=True, Create:=True, OverwriteExisting:=True, FieldName:="Flag1", test:="equals", Value:="No", ShowInMenu:=False, ShowSummaryTasks:=False FilterApply Name:="ImReady" End Sub
Gracias!
Ivn Carlos Rivera Gonzlez contacto@ivanrivera-pmp.com http://ivanrivera-pmp.com