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HELP - Organize Plan by Function
I'm looking for an example of a project plan that crossed mulitple
administrative departments and is organized by function. Can someone recommend any web sites or books that I might find such an example? Your help is GREATLY appreciated - I'm desperate. P.S. I have my plan layed out tasks by Department (over 33 Pages) now I've been asked to organize it by function. And I'm not realy sure which way to go with it ??? -- newbee ![]() |
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Re: HELP - Organize Plan by Function
Dawn --
Here's how I would handle your situation if it were me: 1. I would organize the list of tasks in sequential order, regardless of who does the work (the department) or the type of work done (the function). Put the list of tasks in the order they will be done. The goal would be to produce one of more series of "waterfalls" of Gantt bars in the Gantt chart, which our company considers a best practice in task planning. Using this approach makes it easier to see and analyze the Critical path and to manage your project by the Critical path. 2. I would also organize the list of tasks into meaningful sections using summary tasks to represent Phases and Deliverables in the project. This helps you to understand the end goal of each section of your project. Your goal should be to answer the question, "What is being produced by the tasks in this section?" 3. I would create two custom Task fields called Department and Function. Each field should include a Value List (Project 2000-2003) or a Lookup Table (Project 2007) containing values appropriate to the field. The Department field should include a list of your company's departments that do project work, which the Function field should include a list of functional areas of your resources. 4. I would create a custom task Table that is a copy of the Entry table called "Department and Function." In this Table, I would add the Department and Function fields. I would then apply Table and use it to specify a Department value and a Function value for every task in your project. 5. I would create two custom task Groups called "Tasks By Department" and "Tasks By Function." Each Group should group on the appropriate custom field. 6. I would create a custom task View called "Departmental Work" that is a copy of the Gantt view, but which includes the "Department and Function" table, and the "Tasks by Department" group. I would create a second custom task View called "Functional Work" that is a copy of the Gantt Chart view, but which includes the "Department and Function" table, and the "Tasks By Function" group. 7. I would use the regular Gantt Chart view and the Tracking Gantt view to actually manage my project. I would display the "Departmental Work" view to those who want to see the project organized by department, and I would display the "Functional Work" view to those who want to see the project organized by function. Keep in mind that the point of #1 above is to help you create a project you can actually MANAGE. The requests you are getting are about reporting, but should NOT determine how you create and manage your project. Hope this helps. -- Dale A. Howard [MVP] VP of Educational Services msProjectExperts http://www.msprojectexperts.com http://www.projectserverexperts.com "We write the books on Project Server" "Dawn" <Dawn@discussions.microsoft.com> wrote in message news 8C6119D-4C1E-47AD-8DB9-68ACFB4253BC@microsoft.com...> I'm looking for an example of a project plan that crossed mulitple > administrative departments and is organized by function. Can someone > recommend any web sites or books that I might find such an example? > > Your help is GREATLY appreciated - I'm desperate. > > P.S. I have my plan layed out tasks by Department (over 33 Pages) now I've > been asked to organize it by function. And I'm not realy sure which way to > go > with it ??? > -- > newbee ![]() |
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Re: HELP - Organize Plan by Function
Dale,
I can't thank you enough for taking the time to help me. The level of detail and examples you provided were exactly what I needed to get my arms around the project. Organizing it the way you suggested makes perfect sense. I will be able to clearly identify the crital path for a project that covers many areas. I think having the ability to deliver a custom view will also be very helpful. Thank you VERY much !!! Dawn -- Dawn "Dale Howard [MVP]" wrote: > Dawn -- > > Here's how I would handle your situation if it were me: > > 1. I would organize the list of tasks in sequential order, regardless of > who does the work (the department) or the type of work done (the function). > Put the list of tasks in the order they will be done. The goal would be to > produce one of more series of "waterfalls" of Gantt bars in the Gantt chart, > which our company considers a best practice in task planning. Using this > approach makes it easier to see and analyze the Critical path and to manage > your project by the Critical path. > > 2. I would also organize the list of tasks into meaningful sections using > summary tasks to represent Phases and Deliverables in the project. This > helps you to understand the end goal of each section of your project. Your > goal should be to answer the question, "What is being produced by the tasks > in this section?" > > 3. I would create two custom Task fields called Department and Function. > Each field should include a Value List (Project 2000-2003) or a Lookup Table > (Project 2007) containing values appropriate to the field. The Department > field should include a list of your company's departments that do project > work, which the Function field should include a list of functional areas of > your resources. > > 4. I would create a custom task Table that is a copy of the Entry table > called "Department and Function." In this Table, I would add the Department > and Function fields. I would then apply Table and use it to specify a > Department value and a Function value for every task in your project. > > 5. I would create two custom task Groups called "Tasks By Department" and > "Tasks By Function." Each Group should group on the appropriate custom > field. > > 6. I would create a custom task View called "Departmental Work" that is a > copy of the Gantt view, but which includes the "Department and Function" > table, and the "Tasks by Department" group. I would create a second custom > task View called "Functional Work" that is a copy of the Gantt Chart view, > but which includes the "Department and Function" table, and the "Tasks By > Function" group. > > 7. I would use the regular Gantt Chart view and the Tracking Gantt view to > actually manage my project. I would display the "Departmental Work" view to > those who want to see the project organized by department, and I would > display the "Functional Work" view to those who want to see the project > organized by function. > > Keep in mind that the point of #1 above is to help you create a project you > can actually MANAGE. The requests you are getting are about reporting, but > should NOT determine how you create and manage your project. Hope this > helps. > > -- > Dale A. Howard [MVP] > VP of Educational Services > msProjectExperts > http://www.msprojectexperts.com > http://www.projectserverexperts.com > "We write the books on Project Server" > > > "Dawn" <Dawn@discussions.microsoft.com> wrote in message > news 8C6119D-4C1E-47AD-8DB9-68ACFB4253BC@microsoft.com...> > I'm looking for an example of a project plan that crossed mulitple > > administrative departments and is organized by function. Can someone > > recommend any web sites or books that I might find such an example? > > > > Your help is GREATLY appreciated - I'm desperate. > > > > P.S. I have my plan layed out tasks by Department (over 33 Pages) now I've > > been asked to organize it by function. And I'm not realy sure which way to > > go > > with it ??? > > -- > > newbee ![]() > > |
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Re: HELP - Organize Plan by Function
Dawn --
You are more than kind in your comments! And you are more than welcomefor the help. -- Dale A. Howard [MVP] VP of Educational Services msProjectExperts http://www.msprojectexperts.com http://www.projectserverexperts.com "We write the books on Project Server" "Dawn" <Dawn@discussions.microsoft.com> wrote in message news:ADC43AB9-CF23-4427-AA8A-087D5E2DC6A0@microsoft.com... > Dale, > > I can't thank you enough for taking the time to help me. The level of > detail > and examples you provided were exactly what I needed to get my arms around > the project. Organizing it the way you suggested makes perfect sense. I > will > be able to clearly identify the crital path for a project that covers many > areas. > I think having the ability to deliver a custom view will also be very > helpful. > > Thank you VERY much !!! > Dawn > > -- > Dawn > > > "Dale Howard [MVP]" wrote: > >> Dawn -- >> >> Here's how I would handle your situation if it were me: >> >> 1. I would organize the list of tasks in sequential order, regardless of >> who does the work (the department) or the type of work done (the >> function). >> Put the list of tasks in the order they will be done. The goal would be >> to >> produce one of more series of "waterfalls" of Gantt bars in the Gantt >> chart, >> which our company considers a best practice in task planning. Using this >> approach makes it easier to see and analyze the Critical path and to >> manage >> your project by the Critical path. >> >> 2. I would also organize the list of tasks into meaningful sections >> using >> summary tasks to represent Phases and Deliverables in the project. This >> helps you to understand the end goal of each section of your project. >> Your >> goal should be to answer the question, "What is being produced by the >> tasks >> in this section?" >> >> 3. I would create two custom Task fields called Department and Function. >> Each field should include a Value List (Project 2000-2003) or a Lookup >> Table >> (Project 2007) containing values appropriate to the field. The >> Department >> field should include a list of your company's departments that do project >> work, which the Function field should include a list of functional areas >> of >> your resources. >> >> 4. I would create a custom task Table that is a copy of the Entry table >> called "Department and Function." In this Table, I would add the >> Department >> and Function fields. I would then apply Table and use it to specify a >> Department value and a Function value for every task in your project. >> >> 5. I would create two custom task Groups called "Tasks By Department" >> and >> "Tasks By Function." Each Group should group on the appropriate custom >> field. >> >> 6. I would create a custom task View called "Departmental Work" that is >> a >> copy of the Gantt view, but which includes the "Department and Function" >> table, and the "Tasks by Department" group. I would create a second >> custom >> task View called "Functional Work" that is a copy of the Gantt Chart >> view, >> but which includes the "Department and Function" table, and the "Tasks By >> Function" group. >> >> 7. I would use the regular Gantt Chart view and the Tracking Gantt view >> to >> actually manage my project. I would display the "Departmental Work" view >> to >> those who want to see the project organized by department, and I would >> display the "Functional Work" view to those who want to see the project >> organized by function. >> >> Keep in mind that the point of #1 above is to help you create a project >> you >> can actually MANAGE. The requests you are getting are about reporting, >> but >> should NOT determine how you create and manage your project. Hope this >> helps. >> >> -- >> Dale A. Howard [MVP] >> VP of Educational Services >> msProjectExperts >> http://www.msprojectexperts.com >> http://www.projectserverexperts.com >> "We write the books on Project Server" >> >> >> "Dawn" <Dawn@discussions.microsoft.com> wrote in message >> news 8C6119D-4C1E-47AD-8DB9-68ACFB4253BC@microsoft.com...>> > I'm looking for an example of a project plan that crossed mulitple >> > administrative departments and is organized by function. Can someone >> > recommend any web sites or books that I might find such an example? >> > >> > Your help is GREATLY appreciated - I'm desperate. >> > >> > P.S. I have my plan layed out tasks by Department (over 33 Pages) now >> > I've >> > been asked to organize it by function. And I'm not realy sure which way >> > to >> > go >> > with it ??? >> > -- >> > newbee ![]() >> >> |
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