applying resource availability constraints to a finish date schedu

L

Linda

I have a hard deadline so I set up my project to back in from the finish date.
I also have resources that can only start on specific dates due to other
project obligations.

When I set thier availability dates in the Resource Information screen, it
doesn't seem to apply to the gantt chart at all.
ie:
In the example below:
the highlevel task of creating an account search is 10 days.
the development work is dependent upon the design work completion.
the development resource "shaju" is not available to begin work on his task
until 9/14.
Though I have put that constraint in his resource information, as you see
below, it isn't being applied.

How do I solve this problem?

Account Search 10 days Fri 7/24/09 Thu 8/6/09 6
Design 3 days Fri 7/24/09 Tue 7/28/09 33
UC 3 days Fri 7/24/09 Tue 7/28/09 Dave
UX 3 days Fri 7/24/09 Tue 7/28/09 Carol
CSS 3 days Fri 7/24/09 Tue 7/28/09 Rick
Dev 4 days Wed 7/29/09 Mon 8/3/09
UI 4 days Wed 7/29/09 Mon 8/3/09 43 Shaju
QA 3 days Tue 8/4/09 Thu 8/6/09 47
UI 3 days Tue 8/4/09 Thu 8/6/09 Amutha
 
R

Rob Schneider

You are going about this backwards. You are going to end up with the
"as late as possible" schedule which has the highest level of risk
associated with not actually completing it.

You want to build a plan which schedules each task in a logical
progression, each getting done As Soon As Possible to ensure the last
task (or the task that matches up against your "hard" deadline --
whatever tat means) gets done on or before that deadline.

So, why don't you start again from the beginning. Think through each of
the tasks. How long will they take. In what order. Schedule them from
a start task. Let project compute the start/finish dates of the task
based on the logic you input. Remove all constraints. The deadline is
not a constraint. If the final task doesn't get done in time for the
deadline date, then change the schedule. For that last task, set the
field "deadline" to be the deadline date.



--rms
 
L

Linda

I hear what you are saying but I don't think you understand my question.

For clarification:
a hard deadline is defined by when the project sponsor needs the final
deliverable of the project's intent.

The issue I have is I must meet a specific date and I have resources that
can only start at particular times. Not all of them are available at the same
start date.

Setting the project up to start "as soon as possible" doesn't tell me what I
can get done by the required deadline.

I need to be able to schedule "as late as possible".

since MS project has the functionality of setting up the project from the
finish date, are you saying it doesn't serve the purpose I thought it was?
yes I guess I couild Hard codie in the final deadline date on the last task
but that really seems like an inefficient workaround.


and in either case, why isn't the resource availablity constraints applying
to the schedule regardless if it is :as soon as, or as late as?

Thanks
 
R

Rob Schneider

Linda,

I believe I understand the situation and I still think the same. You
are going about this backwards in such a way that you will create a
highly risky project based on what will probably become an unworkable
plan in Project.

You'll be fighting Project now. Project will become non-useful
immediately. You'll start your project with no Project plan that works.
Some of the early tasks will start to slip. If you actually keep
Project up to date during the project, it will start warning you about
how the end date has slipped past the deadline. You'll ignore that
because it is a "hard" deadline and it *will* get done come heaven and
high water. You'll stop using Project as your guide. You'll loose
track of project status. The project will then not have plan that can
help you forecast. Before you know it, the project is late.

I've seen this so many times. There is a better way.

See embedded.

--rms

I hear what you are saying but I don't think you understand my question.

For clarification:
a hard deadline is defined by when the project sponsor needs the final
deliverable of the project's intent.

OK. But that does not mean that is what will happen. To make this
happen you need to develop and execute a project that will provide the
deliverable on or before the deadline date.

In Project: I would make the task a Milestone (duration=0) with
predecessors all the immedediate predecessors that have to be done to
call it done. Put in the "Deadline" field the date you have promised to
the sponsor.
The issue I have is I must meet a specific date and I have resources that
can only start at particular times. Not all of them are available at the same
start date.

That is the essence of the need to have a plan. So .. figure out what
availability you actually have by person. There a number of different
ways to model the project due to availability. One would be doing it
manually by building a strateg/plan which matches the availability. For
example, if George can only be there on his one for the week of August
4, then create a task George can do on his own for the week of August 4
.... and so forth.

Or you could build a project model which is how it *has* to be done
regardles of availabilty, add the resources with their own calendars
which show availability/non-availability, assign the resources to the
tasks. Project will compute the schedule based on that availability.
Setting the project up to start "as soon as possible" doesn't tell me what I
can get done by the required deadline.

Yes it does. When you say "start 1 Aug", and your project has a
computed duration of 27 work days, then the schedule will show a
completion date 27 work days later (sometime in September). If that
completion date is beyond your deadline date (see above), Project will
politely wake up and give you indication of the lateness in the
"indicator" field (has a little "i" in a blue circle on the default
Entry table.

However, to clarify, you start the project on the date you want. Thats
a fixed date in the Project Start Date dialogue box. You want each task
to be constrained to start ASAP (As Soon As Possible). When you
schedule backwards--as you are trying to do--you will get Project
scheduling from ALAP (As Late as Possible). Guaranteed to give you a
project schedule that is likely to fail since it only takes one task to
be late and the whole project is scuppered.
I need to be able to schedule "as late as possible".

OK. But if you do it this way, then you build a schedule that will have
no tolerance for lateness.

Is your goal to execute each task "as late as possible" (and hoping that
each gets done as expected, or is your goal to get done with the project
on or before the date the Project Sponsor wants it? Your choice.
since MS project has the functionality of setting up the project from the
finish date, are you saying it doesn't serve the purpose I thought it was?
yes I guess I couild Hard codie in the final deadline date on the last task
but that really seems like an inefficient workaround.

Inefficient from what perspective. I suppose doing it your way makes it
easy and fast to get a schedule... Whether that is a good schedule and
whether that schedule will help you deliver the project in time is a
completely different matter.

And DO NOT HARD CODE THE final deadline. Let Project compute for you an
end date based on the project model. if you don't like the computed
schedule, then re plan. For that, Project is *extremely efficient*. It
does an outanding job of doing complex schedule calculations.

Never hard code anything unless there is an actual date that will not
for whatever reason move (the only example I can think of right now
would be a solar eclipse). Just because the sponsor "needs" the
deliverable on that date, just because everything thinks they will get
fired if they don't deliver on that date, just because the schedule says
it will be delivered on that date ... none of those are good enough to
actually *make it happen*.
and in either case, why isn't the resource availablity constraints applying
to the schedule regardless if it is :as soon as, or as late as?

I don't quite get your point here. My suggestion is to not think of
resource availability as a "constraint". It's a fact. It's a property
of each resource. You can tell Project the availability of your
resources, and Project will include that in its computations and give
you an end date which you can see if it is good enough.

In general: add no constraints to any plan unless they are REAL and have
a purpose. Constraints are generally externally imposed--things you have
no control over. You have control when the project will get done
because you are doing it.
 
D

Dave

Please listen to Rob about backward scheduling. He is right.

The process to follow is to develop your plan based on "As soon as
possible" constraints. You then see if you meet your deadline. If you
don't, then you need to modify your plan until you can meet the deadline.

To answer the specific questions you have, you don't say what
environment you are working in (Project Server, Resource Pool or
standalone file). This affects to a degree how to tackle your problem.

If you are using Project Server or a resource pool, then levelling your
plan should move people's work to points in time where they have
availability to work on it.

If you are using a standalone project file, then I would insert the
Levelling Delay column and manually insert delays to allow for resource
unavailability. With this approach of course, you will have to engage
closely with the other project managers to track slippage and knock-on
effects on your project. An alternative to the levelling delay approach
would be to modify each resource's calendar so that they could only work
 
L

Linda

Though I did not enjoy receiving the answers I didn't want to hear, I will
re-do the schedule from the start date.

Thanks for your input.
 
R

Rob Schneider

terrific. I think you'll find everything a lot easier. you'll be
focusing on the project, it's logic, how to do, what works, etc. and not
putting so much emphasis on the deadline date. Let Project take care of
that by it reporting to you how your project computes the end date. Let
it do the arithmetic. you focus on developing a good plan.

(finally, remember all those things about how to build a plan in
Project: don't hard code start/end dates, every task to have a
predecessor and successor (except for first and last), etc. etc.)

Once you get your head around it from the front and not the back, you'll
say "ah, now I see!"

--rms
 
S

Steve House

The point rms was trying to make is using your hard deadline and scheduling
backwards from it is a virtual guarantee that you will fail to make your
deadline. When scheduling backwards, all tasks are scheduled to complete as
late as possible. That means in turn that if any task happens to run late,
say your resource calls in sick on the day a task he's cheduled for is due
to start, it will be impossible to make your required deadline. And the one
thing you can count on in every project with absolute certainty is SOMETHING
is going to be late! Scheduling from the start date forward, getting tasks
done as soon as possible rather than as late as possible, and adjusting the
schedule so you have a calculated finish date that falls BEFORE your must
complete by date, gives you some cushion to act as a safety net.

You have to meet a certain date - that's the norm for almost all projects.
The idea is to use Project for "what-if" planning to try various workflows
and resource assignments to come up with a scenario that allows you to meet
your business requirements. Just plugging in dates doesn't do that.
 

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