Baseline vs Actual

Discussion in 'Project General' started by Becky, Nov 6, 2003.

  1. Becky

    Becky Guest

    At the beginning of a project the planned dates are known but the actuals aren't. I can se the baseline to NA but i cannot set the actuals to NA. 1. I don't understand why they would se tit up this way. Does anyone know the answer to my problem? Is there a way of blanking out the actual dates until they actually happen?
     
    Becky, Nov 6, 2003
    #1
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  2. Becky

    Steve House Guest

    I think you're confusing baseline, scheduled, and actual dates - there are
    three distinct sets of dates, not two. If I have a task in my task list it
    will be scheduled to start and finish on certain dates. Those are the dates
    that you see in the Start and Finish columns in the basic Gantt chart table
    and if you are using Project properly you have let it calculate those dates
    for you based on the project start date and the links/durations of the tasks
    leading up to the one in question. Initially both the Baseline start/finish
    and the Actual start/finish will be NA. When you are reasy to start work on
    the project you need to have a record of your starting point so as things
    progress you'll know where you stand. So you save a baseline. That copies
    the Scheduled start/finish fields into the Baseline start/finish fields.
    Now imagine a predecessor task earlier in your project takes longer than
    you'd expected it to, but you still haven't begun to work on the task in
    question. That increased duration of the earlier task will push the task in
    question out later than we'd originally planned. The Scheduled start/finish
    changes to reflect the new reality. But the Baseline start/finish retains
    the original dates so we have something to compare to. Now we begin work on
    the task, but we start a day later than the new schedule called for for some
    reason. We post it is 10% done, lets say and enter an Actual start using
    the tracking table in the Gantt chart. When we enter the Actual start date,
    Project automatically also updates the Scheduled start date to be equal so
    that the Scheduled finish will push forward a day, again reflecting reality.
    Now the Baseline start/finish holds the dates we thought we'd have, the
    Scheduled start and the Actual start show the date we actually began, the
    Scheduled finish shows the date we expect to finish, and the Actual finish
    shows NA because we haven't got there yet. See how it works?

    --
    Steve House
    MS Project MVP
    Visit http://www.mvps.org/project/faqs.htm for the FAQs



    "Becky" <> wrote in message
    news:...
    > At the beginning of a project the planned dates are known but the actuals

    aren't. I can se the baseline to NA but i cannot set the actuals to NA. 1. I
    don't understand why they would se tit up this way. Does anyone know the
    answer to my problem? Is there a way of blanking out the actual dates until
    they actually happen?
    >
     
    Steve House, Nov 6, 2003
    #2
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  3. Becky

    JackD Guest

    You enter the actual work or actual duration to enter the "real" work or
    duration. You enter your best estimate about when you will be finished by
    setting remaining duration or remaining work to the estimated value. Project
    will then adjust the task.

    -Jack

    "pahuntr" <> wrote in message
    news:...
    > Can you also clearly explain how an overrun is entered? What and where do

    I enter when my scheduled finish date passes and i'm still not done yet and
    don't know exactly when i will be finished?
     
    JackD, Jan 20, 2004
    #3
  4. Becky

    pahuntr Guest

    here is an example we can work with
    i create a task with a initial duraton of 10 days, the initial start and finish date auto set to 01/01/04 and 01/10/04 (Save a baseline
    It is now 3 days later and I'd like to reflect that I am making great progress. I believe that I have finished 70% of the work
    So I should enter 70 in the % Work Complete column. Is this the same % Complete found under General tab of the Task Information box.
    This will change the initial duration form 10 to 4.x days as well as change the initial finish date from 01/10/04 to 01/05/04
    That's it

    What if I feel I am only 10% done with the work on day 3 and will likely overrun. then waht do I enter and where
     
    pahuntr, Jan 20, 2004
    #4
  5. Becky

    JackD Guest

    Perhaps you can go to the task usage view (find it on the view menu) and
    then enter the actual work there and edit the remaining work as well.
    Entering percentages requires project to make assumptions. Using the task
    usage view you avoid this.
    When you are there, try right-clicking on the right part of the view and
    looking at the fields which are available (actual, baseline etc.)

    -Jack

    "pahuntr" <> wrote in message
    news:...
    > here is an example we can work with.
    > i create a task with a initial duraton of 10 days, the initial start and

    finish date auto set to 01/01/04 and 01/10/04 (Save a baseline)
    > It is now 3 days later and I'd like to reflect that I am making great

    progress. I believe that I have finished 70% of the work.
    > So I should enter 70 in the % Work Complete column. Is this the same %

    Complete found under General tab of the Task Information box.
    > This will change the initial duration form 10 to 4.x days as well as

    change the initial finish date from 01/10/04 to 01/05/04.
    > That's it.
    >
    > What if I feel I am only 10% done with the work on day 3 and will likely

    overrun. then waht do I enter and where?
    >
     
    JackD, Jan 20, 2004
    #5
  6. Becky

    John Beamish Guest

    Step 1: Create task including duration and work.
    Step 2: Baseline
    Step 3: Enter actual hours of work
    Step 4: Enter remaining hours of work. (The idea of things being "%
    complete" is an almost irrelevant number. The important number is the
    Remaining Work.)

    When you enter Remaining Work, Project will re-calculate the Work (Actual +
    Remaining) and will adjust the task depending on several factors including
    constraints ("must finish on" for example) and Task Type (Fixed Units, Fixed
    Duration, Fixed Work).

    When it adjusts the task it will automatically calculate the %Complete and
    %Work Complete. %Complete is the % of the task Duration that has elapsed;
    %Work Complete is the %of Work (which may have been adjusted when you
    entered Actual and Remaining) that has been completed.

    You can view your progress best in the View | Tracking Gantt display.

    JLB, PMP


    "pahuntr" <> wrote in message
    news:...
    > here is an example we can work with.
    > i create a task with a initial duraton of 10 days, the initial start and

    finish date auto set to 01/01/04 and 01/10/04 (Save a baseline)
    > It is now 3 days later and I'd like to reflect that I am making great

    progress. I believe that I have finished 70% of the work.
    > So I should enter 70 in the % Work Complete column. Is this the same %

    Complete found under General tab of the Task Information box.
    > This will change the initial duration form 10 to 4.x days as well as

    change the initial finish date from 01/10/04 to 01/05/04.
    > That's it.
    >
    > What if I feel I am only 10% done with the work on day 3 and will likely

    overrun. then waht do I enter and where?
    >
     
    John Beamish, Jan 21, 2004
    #6
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