Fixed work vs fixed units mandate

B

Bud

Our PMO is moving projects onto MSPS. It is mandating certain options going
to MSPS. One of the options it is mandating is the use of "Fixed work" for
tasks with deliverables. If they are going to mandate anything I think it
should be "Fixed units".
They are also mandating other items as well. Is MSPS so rigid?

What are your thoughts on this mandate of "Fixed work"?

Thanks
 
D

Dave

Bud said:
Our PMO is moving projects onto MSPS. It is mandating certain options going
to MSPS. One of the options it is mandating is the use of "Fixed work" for
tasks with deliverables. If they are going to mandate anything I think it
should be "Fixed units".
They are also mandating other items as well. Is MSPS so rigid?

What are your thoughts on this mandate of "Fixed work"?

Thanks

For the vast majority of tasks fixed work is the most appropriate task
type. This is because most tasks do in fact require a fixed amount of
work to be carried out on them before they are finished. In practice,
are they going to run through and check that every single task is set to
fixed work (beyond the first week or so)?

Another reason why they might be trying to do this is to make life
easier for those who are not so proficient in the use of the tool and
aren't so familiar with the different task types. I've seen that
happening before. Have you asked if you can be exempt from the rule
since you understand sufficiently well the differences between the
different task types?

MSPS is not rigid in this regard and I suspect that the mandate is more
to do with improving internal standards or making them more consistent
than the fact that you are going to be using MSPS.
 
R

Rod Gill

But I always say Fixed Units is the most flexible and easiest for beginners.
Fixed work forces the task into effort driven which causes many problems and
fixed duration hurts because if the takes/project is effort driven, the
duration needs to be calculated, not fixed.

I think the answer to the original problem needs to be driven by your
project scheduling practices first, then what delivers the results you need
in Project second.

--

Rod Gill
Microsoft MVP for Project

Author of the only book on Project VBA, see:
http://www.projectvbabook.com
 
B

Bud

Thanks

Here is how I see this and am going to have to figure the best way to
approach the PMO as I to see Fixed units as the best option......Thoughts on
this?????

The Gantt chart is where most PM's make changes. Of the 3 variables (work,
duration, units), the Gantt chart has a work variance field so if work
changes from the baseline it can be displayed on the Gantt chart. The Gantt
chart has a Finish and Duration variance field and if that changes from the
baseline it can be displayed on the Gantt chart.
The Gantt chart or any other view does NOT have a Units variance field that
will show how the units changed. That's because MS Projects default task type
is fixed units. However, if the Resource UNITS are what is fixed than there
is no reason to know what the Resource Units variance is. There won't be any.

The truly fixed variable here is the resource UNITS (how much of 1 person do
I have to do the work). The following is what should happen….and this is just
1 resource out of many. We say….Joe because of all your Production support
on-going non-direct tasks you have 50% to apply to enhancements. Please do
so. So…Joes starts getting enhancements and he applies around 50%. So in
reality he is fixed on his resource units.
Using "Fixed units" the resource units will not change and therefore no need
to check any UNIT variance. The other 2 task type variables WORK and
DURATION/FINISH DATE can be seen on the Gantt chart at the task level or
summary levels and ALSO their VARIANCES. It's easier to manage the detail of
the schedule on the Gantt chart and the OVERALL over allocations on the
resource usage screen. When the one variable that MS Project doesn't give a
variance for is allowed to be fixed (Fixed units) you can see the variance on
the other 2 task types WORK and Duration/Finish date quickly on the Gantt
chart through the task and summary tasks.

Using "Fixed work" increases the management of the schedule simply because
it may allow the resource units to increase/decrease and MS Project does NOT
have a UNITS variance field on the Gantt chart at the task level or summary
level or anywhere else for that matter.
It forces the management of the schedule at a more granular level which is
each assignment and can ONLY be seen on the Resource usage or task Usage
view. Way more difficult to manage at the assignment level since MS Project
doesn't supply tools their. The PM would have to sight check it down every
change request per Resource.

One way or another WORK is what is going to change either by actuals being
posted and changed or by increasing/decreasing the work. I understand they do
their best to FORECAST their work but it’s a forecast and that will change as
the phases of the request are processed. They may say I need more hours on
this task or actuals will be applied completing a phase changing work.
 
C

Crook

Bud,

FWIW, I greatly respect Dave's expertise, but I agree with you and Rod on
use of Fixed Units. Another arrow for your quiver, MS Project uses Fixed
Units as its default out-of-the-box task type.

HTH,
Crook
 
C

Cyn

I have been teaching MS Project for a number of years. Recently, I
came across an article <a href="http://www.pmi.org/eNews/Post/
2008_04-25/WhatToDoWhenPreparingAProjectSchedule.html</a> that states
"in almost all cases fixed duration should be used". Over the past
hour I have been reading postings in various newsgroups and I have
found that people have various opinions but most recommend using fixed
duration or fixed Work but not fixed units. I found Bud's comment
interesting, why would MS Project make Fixed Units the default if most
so-called project experts do not recommend using it?
 
S

salgud

I have been teaching MS Project for a number of years. Recently, I
came across an article <a href="http://www.pmi.org/eNews/Post/
2008_04-25/WhatToDoWhenPreparingAProjectSchedule.html</a> that states
"in almost all cases fixed duration should be used". Over the past
hour I have been reading postings in various newsgroups and I have
found that people have various opinions but most recommend using fixed
duration or fixed Work but not fixed units. I found Bud's comment
interesting, why would MS Project make Fixed Units the default if most
so-called project experts do not recommend using it?

My experience has been that in most cases, I like to start with tasks being
Fixed Units, because usually, there are a certain number of resources
available to do that task. It's easier to extend duration than it is to get
more resources. Of course, there are many exceptions.
However, once I've assigned the resources to the tasks, if I start to
change resource settings, I usually change to Fixed Duration, because at
this point, I'm trying to keep the duration constant so my schedule isn't
impacted by the changes I'm making. Again, there are many exceptions.

Why M$ chose this, I have no idea. (Of course, over the many years I've
used, taught and consulted on Project, I've never seen any indication that
anyone on the M$ Project team knows anything about Project Management.) But
it works out in the majority of cases across a lot of different clients in
a lot of different industries that I've consulted for over the years.
Someone else's experience might be entirely different. And it's very easy
to change the default task type, so I don't see it as very important.
Hope this helps in your world.
 
S

Steve House

Salgud gave a partial answer, in that we usually have a fixed number of
resources that we can commit and so the units should'nt change when you edit
work or duration. But I disagree with him in that I find Fixed Duration
only rarely to be appropriate and Fixed Work to be the norm. Important
note - while Project's default task setting is Fixed Units, if you edit
units on a Fixed Units task it behaves as if it was Fixed Work. Projects
are not driven forward by the passage of time, they are driven by the
expenditure of work. Tasks produce finite amounts of deliverable - an
exact, predictable, measurable, amount. Any less and the deliverable is
incomplete. Any more and work is being wasted. Work produces the
deliverable and the amount of work required is just as exact in the vast
majority of cases as is the amount of deliverable required. For example, we
need to paint 400 square feet of wall and a painter can paint 10 square feet
per hour when working at capacity (and he WILL work at capacity or we'll
replace him with one who will). 40 man-hours of work is required, no more
and no less. If we commit painter resources to it the duration will drop
and if we pull painter resources away from it the duration will increase but
the required man-hours of work will never change.

We estimate duration, assign resources, and Project calculates work. Now as
we edit to refine our schedule, without changing the default settings, we
have ...

Edit Units, Duration changes;
Edit Work, Duration changes;
Edit Duration, Work changes.

Increase the commitment of the painter, duration shrinks.
Free up part of the painter's day to use him elsewhere, duration grows.
We realize it's 300 square feet, not 400. Edit work to be 30 man-hours,
duration shrinks.
Edit duration - why would we ever do that normally? Duration is not set
arbitrarily. It is something to be discovered within the project process,
not established by executive fiat. If you ARE going to do it, for instance
when running a "what-if" case in order to figure out how many more resources
you need to recruit to shorten a task so you can complete by a certain
deadline, make the task Fixed Work first.

This, to me, is behaviour that comes closest to modeling the real world.
Fixed Units(Work) most of the time, Fixed Work some of the time, Fixed
Duration almost never. About the only time I'd use Fixed Duration is for a
task that truly requires a specific interval completely independent of the
resource commitment to it - a timed process, for example, that will run for
exactly 24 hours regardless of whether the technician is sitting there the
full time watching it or just pops in for a couple of minutes every few
hours to make sure it's still running. In that case I'd set the duration to
24 hours, make it fixed duration, and assign the resource with whatever
units I think he'll need to commit to it so we can get an estimate of the
cost (ie, work) of the task.

I tend to think of task type and effort driven settings as switches the PM
can use during "what if" explorations to insure project recalculates the
proper thing when a variable is edited. But it's up to the PM to insure
that the resulting calculation accurately models the real world physical
behaviour of the task parameters.
--
Steve House [Project MVP]
MS Project Trainer & Consultant
Visit http://project.mvps.org/faqs.htm for the FAQs
 
C

Cynthia

Salgud gave a partial answer, in that we usually have afixednumber of
resources that we can commit and so theunitsshould'nt change when you edit
work or duration.  But I disagree with him in that I findFixedDuration
only rarely to be appropriate andFixedWork to be the norm.  Important
note - whileProject'sdefault task setting isFixedUnits, if you editunitson aFixedUnitstask it behaves as if it wasFixedWork.  Projects
are not driven forward by the passage of time, they are driven by the
expenditure of work.  Tasks produce finite amounts of deliverable - an
exact, predictable, measurable, amount.  Any less and the deliverable is
incomplete.  Any more and work is being wasted.  Work produces the
deliverable and the amount of work required is just as exact in the vast
majority of cases as is the amount of deliverable required.  For example, we
need to paint 400 square feet of wall and a painter can paint 10 square feet
per hour when working at capacity (and he WILL work at capacity or we'll
replace him with one who will).  40 man-hours of work is required, no more
and no less.  If we commit painter resources to it the duration will drop
and if we pull painter resources away from it the duration will increase but
the required man-hours of work will never change.

We estimate duration, assign resources, andProjectcalculates work.  Nowas
we edit to refine our schedule, without changing the default settings, we
have ...

EditUnits, Duration changes;
Edit Work, Duration changes;
Edit Duration, Work changes.

Increase the commitment of the painter, duration shrinks.
Free up part of the painter's day to use him elsewhere, duration grows.
We realize it's 300 square feet, not 400.  Edit work to be 30 man-hours,
duration shrinks.
Edit duration - why would we ever do that normally?  Duration is not set
arbitrarily.  It is something to be discovered within theprojectprocess,
not established by executive fiat.  If you ARE going to do it, for instance
when running a "what-if" case in order to figure out how many more resources
you need to recruit to shorten a task so you can complete by a certain
deadline, make the taskFixedWork first.

This, to me, is behaviour that comes closest to modeling the real world.FixedUnits(Work) most of the time,FixedWork some of the time,Fixed
Duration almost never.  About the only time I'd useFixedDuration is fora
task that truly requires a specific interval completely independent of the
resource commitment to it - a timed process, for example, that will run for
exactly 24 hours regardless of whether the technician is sitting there the
full time watching it or just pops in for a couple of minutes every few
hours to make sure it's still running.  In that case I'd set the duration to
24 hours, make itfixedduration, and assign the resource with whateverunitsI think he'll need to commit to it so we can get an estimate of the
cost (ie, work) of the task.

I tend to think of task type and effort driven settings as switches the PM
can use during "what if" explorations to insureprojectrecalculates the
proper thing when a variable is edited.  But it's up to the PM to insure
that the resulting calculation accurately models the real world physical
behaviour of the task parameters.
--
Steve House [ProjectMVP]MSProjectTrainer & Consultant
Visithttp://project.mvps.org/faqs.htmfor the FAQs




I have been teachingMSProjectfor a number of years.  Recently, I
came across an article <a href="http://www.pmi.org/eNews/Post/
2008_04-25/WhatToDoWhenPreparingAProjectSchedule.html</a> that states
"in almost all casesfixedduration should be used".  Over the past
hour I have been reading postings in various newsgroups and I have
found that people have various opinions but most recommend usingfixed
duration orfixedWork but notfixedunits.  I found Bud's comment
interesting, why wouldMSProjectmakeFixedUnitsthe default if most
so-calledprojectexperts do not recommend using it?- Hide quoted text -

- Show quoted text -

Thank you Salgud and Steve for your very detailed answers to my
question. I am hoping to speak to the expert at pmi.org, Joe Lukas,
to find out why he recommends fixed duration. As MS project is such a
complex application it is interesting and informative to hear
different opinions on the various settings and when to use them.
 

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