Start versus Actual Start...

K

K Major

Here's where I stand...

1) Tasks entered (all fixed units/non-effort driven), tasks linked, time
estimated, resources assigned at 100%, resources leveled

2) File has been baselined

3) Project has begun

TRACKING IS MY PROBLEM:
My approach is simply to ask each resource to let me know on a weekly basis
the date they start (on each task), the # of hours per week for that task,
and the date they finish. Of course some of my tasks have multiple resources
assigned - still, they each report separately and when they are ALL done, the
WHOLE task is complete.

THEN THINGS DON'T GO AS PLANNED (as they do in any project)...
Still, all I want to do is enter the above info as it is provided to me but
many, many times the dates start playing "tricks" on me.

I had assumed that my baseline would tell me the story of how things didn't
go as planned as compared to actuals.

So, my question is what is the difference between "Start" and "Actual
Start"? This seems to be at the core of my problem. I at least know that
neither of these dates are the "Baseline Date".

Am I missing some basic concept here?

Help! Kevin
 
J

Jan De Messemaeker

Hi

Your questioon has a simple answer.
Once there is an Actual Start, Start equals actual start.
Start is a value Project calculates.
Project si designed to calculate a planned schedule, not to change past
reality as recorded.
That is why Start=Actual Start.

Another piece of advice on tracking.
Always ask for remaining work and enter that when tracking as well.
many very good reasons, too long to all explain.
HTH
 
K

K Major

Thank you.

I still must be missing something.

Some of these folks are doing tasks sooner AND later than scheduled (and
even out of order). When they do it sooner, I try to enter that actual start
date but many times it won't allow me, I assume because of a link that exists
(of course, that makes sense). However, the reality is, is that the task was
done and obviously our link was a bad assumption on our part in planning (or
else the task could not have already been performed).

Is my thought that tracking what we planned to do, versus what actually
happened (however dysfuntional that is), is flawed and not a function of
Project?

Also, your "remaining work" comment may answer another question...

Example:
Task = draft report
Jones = 2 hours
Smith = 2 hours
Planned start = 2/21/2005
Planned end = 2/22/2005

At the end of the week on 2/18 (task is worked on earlier than expected,
let's say due to a bad link assumption), Jones reports putting in 2 hours
over 2/14 to 2/18 but is NOT done. Smith put in 1 hour on 2/18 and IS done
with her portion.

If I try to enter the span of dates for Jones, it won't let me (I assume due
to the link). In that we had 2 hours for each and one resource is done and
one is not... can I assume the following: I need to update the "actual work"
field for Smith with 1 hour and when "remaining" calculates to "1 hour left",
I should just blank this field and it will update the "work" field from 2
hours to 1 hour and her portion is finished? Then, for Jones, I need to
enter the 2 hours as actual work and when "remaining" goes to "0 hours" left,
I should update that field with whatever time Jones says he has left (your
remaining work comment)?

Sorry for so many questions, but this is really helping me.

Thanks, Kevin
 
S

Sarah

You should be entering your actuals on the Resource Usage view. Find
the task you want to update, enter the amount of actual work for each
resource in the timescaled portion of the view (right side) on the
appropriate days when they actuall performed the work (this will enter
the Actual Start date for you), then enter the amount of remaining work
for each resource on that task on the left side of the screen (you may
have to insert the Remaining Work field).

SarahK
 
J

JulieS

Hi Kevin,

PMFJI:
Just to confirm, you are entering in the Actual Start dates in the Actual
Start field not just trying to enter dates in the Start field? You may
either add the [Actual Start] field to an existing view or apply the Tracking
Table to the Task Usage view. You should then be able to enter the Actual
Start for each resource's work on the assignment. You may also find it
helpful to add the [Remaining Work] field to the tracking table to help with
the scenario you describe.

As far as is Project designed to track what you planned (Baseline) and what
is really happening (Actual) most definitiely yes.

Hope this helps. Let us know how you get along.
Julie
 
J

Jan De Messemaeker

Hi,

First paragraph:
"I tried to enter actual start times but it won't let me"
It WILL.
Just enter actual start times in the ACTUAL START field (not in the start
field which it will immediately recalculate) and it will accept it.

OK, got to the second part.
Don't be obsessed with entering dates.
In Task Usage View, right-click on the right part and select Actual Work.
In the leftmost part insert the column "Remaining Work"
Now in teh celles in the right part enter atual work by day.
Left enter remaining work.
This should be done by assignment rather than by task.

HTH
 
S

Steve House [MVP]

K - you asked what the difference was between Start and Actual Start and the
answer is part of the root of your problem I suspect. The data tables in
Project are database table "under the hood" and the various columns you see
are fields in those table. When you look at the Entry table in the Gantt
chart (the default standard task list, in other words) you see, among
others, the Start, Finish, and Duration fields. (Think of those fields as
being Scheduled Start, Scheduled Finish, and so forth.) But when you change
the table (view, tables menu) to the tracking table you see columns labeled
Actual Start, Actual Finish, Actual Duration, Remaining Duration, Actual
Work, Remaining Work. Some other table options may show you Baseline Start,
Baseline Finish, Baseline Duraion, Baseline Work ... Using Start as an
example to keep the typing down -- Start and Actual Start (and the others)
are not the same fields relabeled in different views - they actually are
different fields in the database. The Start field is calculated by
Project - it represents the planned project as it sits at the moment. While
you're planning, Start is a calculated value, Actual Start and Baseline
start are empty. When you have the plan as you think you'll perform it the
Start field has the expected start dates of tasks, calculated by the network
of links, the expected duration of each task, and the project start date.
Hopefully you have NOT actually entered any of those dates by hand - you're
not supposed to tell Project when you want Task X to be done - instead, it's
supposed to be telling YOU when Task X is going to be able to be done.

So Project is now displaying a schedule that it has calculated - it has
looked at the start of the project and what you have told it about the
nature of the work and forecast the dates where tasks can occur. Mark the
word "forecast" - it's an important concept and explains some of Projects
behavior. The start and finish fields represent the forecast, the
scheduling of the latter tasks being driven by the scheduling of the early
tasks. Now, the plan is ready and you're going to start work. You want to
preserve the plan you expected to work for future reference so you save a
baseline. The values from the Scheduled xxx fields are copied into the
corresponding Baseline xxx fields - baselines don't change unless you
explicitly force them to while the Scheduled fields will so you always have
a reference point. Now Start = xxx, Baseline Start = xxx, Actual Start =
[empty].

Now we post some actuals - you DO NOT enter the date the task actually
started in the Start field. Instead, you record that in the Actual Start
field. Likewise the Finish. Project does two things - it records your
actuals AND it changes the Scheduled Start and Finish fields (the plain
Start and Finish, in other words) to be equal to the Actuals. Why? Because
the schedule of tasks out in the future is contingent on the schedule of
tasks that come before them. If the earlier tasks are worked at times
different from what was first planned, the subsequent tasks whose schedule
is dependent on them must be revised accordingly. But just changing the
Start and Finish fields in the Gantt chart entry table does NOT tell
project what you did - it tells it you're changing what you expect to do but
you haven't done it yet. That fact that those dates you're entering are
before today doesn't enter into it because Project doesn't really know what
day it is today. So when you're halfway through the Project, the Gantt
chart reflects two types of data - what really did take place for work that
has been done, and a revised forecast for the schedule of tasks still to
come, the revised schedule based on what you've told it is the actual start
and finish of those completed tasks. So how do you know what the original
plan was? By looking at the Baseline Start, Finish etc fields. Because
when you enter Actual Start, Project changes the Scheduled Start but it does
NOT change the Baseline Start.

HTH
 
K

K Major

Steve,

That did help. Just to confirm, when I enter actuals and MSP says that
there is a scheduling conflict (because a task was done earlier and out of
sequence), I should ALLOW the conflict because it is what ACTUALLY happened
versus what we PLANNED to happen. Right?

One other question - when we ID a task that we did NOT need at all... is the
best thing to do to zero out the work hours and mark it as complete OR just
delete it?

Thanks, Kevin

Steve House said:
K - you asked what the difference was between Start and Actual Start and the
answer is part of the root of your problem I suspect. The data tables in
Project are database table "under the hood" and the various columns you see
are fields in those table. When you look at the Entry table in the Gantt
chart (the default standard task list, in other words) you see, among
others, the Start, Finish, and Duration fields. (Think of those fields as
being Scheduled Start, Scheduled Finish, and so forth.) But when you change
the table (view, tables menu) to the tracking table you see columns labeled
Actual Start, Actual Finish, Actual Duration, Remaining Duration, Actual
Work, Remaining Work. Some other table options may show you Baseline Start,
Baseline Finish, Baseline Duraion, Baseline Work ... Using Start as an
example to keep the typing down -- Start and Actual Start (and the others)
are not the same fields relabeled in different views - they actually are
different fields in the database. The Start field is calculated by
Project - it represents the planned project as it sits at the moment. While
you're planning, Start is a calculated value, Actual Start and Baseline
start are empty. When you have the plan as you think you'll perform it the
Start field has the expected start dates of tasks, calculated by the network
of links, the expected duration of each task, and the project start date.
Hopefully you have NOT actually entered any of those dates by hand - you're
not supposed to tell Project when you want Task X to be done - instead, it's
supposed to be telling YOU when Task X is going to be able to be done.

So Project is now displaying a schedule that it has calculated - it has
looked at the start of the project and what you have told it about the
nature of the work and forecast the dates where tasks can occur. Mark the
word "forecast" - it's an important concept and explains some of Projects
behavior. The start and finish fields represent the forecast, the
scheduling of the latter tasks being driven by the scheduling of the early
tasks. Now, the plan is ready and you're going to start work. You want to
preserve the plan you expected to work for future reference so you save a
baseline. The values from the Scheduled xxx fields are copied into the
corresponding Baseline xxx fields - baselines don't change unless you
explicitly force them to while the Scheduled fields will so you always have
a reference point. Now Start = xxx, Baseline Start = xxx, Actual Start =
[empty].

Now we post some actuals - you DO NOT enter the date the task actually
started in the Start field. Instead, you record that in the Actual Start
field. Likewise the Finish. Project does two things - it records your
actuals AND it changes the Scheduled Start and Finish fields (the plain
Start and Finish, in other words) to be equal to the Actuals. Why? Because
the schedule of tasks out in the future is contingent on the schedule of
tasks that come before them. If the earlier tasks are worked at times
different from what was first planned, the subsequent tasks whose schedule
is dependent on them must be revised accordingly. But just changing the
Start and Finish fields in the Gantt chart entry table does NOT tell
project what you did - it tells it you're changing what you expect to do but
you haven't done it yet. That fact that those dates you're entering are
before today doesn't enter into it because Project doesn't really know what
day it is today. So when you're halfway through the Project, the Gantt
chart reflects two types of data - what really did take place for work that
has been done, and a revised forecast for the schedule of tasks still to
come, the revised schedule based on what you've told it is the actual start
and finish of those completed tasks. So how do you know what the original
plan was? By looking at the Baseline Start, Finish etc fields. Because
when you enter Actual Start, Project changes the Scheduled Start but it does
NOT change the Baseline Start.

HTH

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


K Major said:
Thank you.

I still must be missing something.

Some of these folks are doing tasks sooner AND later than scheduled (and
even out of order). When they do it sooner, I try to enter that actual
start
date but many times it won't allow me, I assume because of a link that
exists
(of course, that makes sense). However, the reality is, is that the task
was
done and obviously our link was a bad assumption on our part in planning
(or
else the task could not have already been performed).

Is my thought that tracking what we planned to do, versus what actually
happened (however dysfuntional that is), is flawed and not a function of
Project?

Also, your "remaining work" comment may answer another question...

Example:
Task = draft report
Jones = 2 hours
Smith = 2 hours
Planned start = 2/21/2005
Planned end = 2/22/2005

At the end of the week on 2/18 (task is worked on earlier than expected,
let's say due to a bad link assumption), Jones reports putting in 2 hours
over 2/14 to 2/18 but is NOT done. Smith put in 1 hour on 2/18 and IS
done
with her portion.

If I try to enter the span of dates for Jones, it won't let me (I assume
due
to the link). In that we had 2 hours for each and one resource is done
and
one is not... can I assume the following: I need to update the "actual
work"
field for Smith with 1 hour and when "remaining" calculates to "1 hour
left",
I should just blank this field and it will update the "work" field from 2
hours to 1 hour and her portion is finished? Then, for Jones, I need to
enter the 2 hours as actual work and when "remaining" goes to "0 hours"
left,
I should update that field with whatever time Jones says he has left (your
remaining work comment)?

Sorry for so many questions, but this is really helping me.

Thanks, Kevin
 
S

Steve House [MVP]

Yes, I'd allow the schedule change. I'd also revisit your link logic since
the fact that you even COULD do them out of sequence indicates that they
weren't in a true predecessor/successor relationship after all. This often
happens when you've used links to try to impose a certain sequence on the
schedule. There may be times to do that, of course - it's a logical toss-up
whether you work on this report or that presentation first but the boss
wants the report ASAP so he can take it to the board meeting - but for the
most part I'd like the links mainly to model physical or logical
necessities, ie, you can't build a prototype until you've first come up with
a design, you can't load the movie camera until you've gone out and bought
some film.

I'd just delete the cancelled task unless there is a specific reason to keep
it in the plan. Zeroing it makes it a milestone and that is rarely
appropriate IMHO.

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

K Major said:
Steve,

That did help. Just to confirm, when I enter actuals and MSP says that
there is a scheduling conflict (because a task was done earlier and out of
sequence), I should ALLOW the conflict because it is what ACTUALLY
happened
versus what we PLANNED to happen. Right?

One other question - when we ID a task that we did NOT need at all... is
the
best thing to do to zero out the work hours and mark it as complete OR
just
delete it?

Thanks, Kevin

Steve House said:
K - you asked what the difference was between Start and Actual Start and
the
answer is part of the root of your problem I suspect. The data tables in
Project are database table "under the hood" and the various columns you
see
are fields in those table. When you look at the Entry table in the Gantt
chart (the default standard task list, in other words) you see, among
others, the Start, Finish, and Duration fields. (Think of those fields as
being Scheduled Start, Scheduled Finish, and so forth.) But when you
change
the table (view, tables menu) to the tracking table you see columns
labeled
Actual Start, Actual Finish, Actual Duration, Remaining Duration, Actual
Work, Remaining Work. Some other table options may show you Baseline
Start,
Baseline Finish, Baseline Duraion, Baseline Work ... Using Start as an
example to keep the typing down -- Start and Actual Start (and the
others)
are not the same fields relabeled in different views - they actually are
different fields in the database. The Start field is calculated by
Project - it represents the planned project as it sits at the moment.
While
you're planning, Start is a calculated value, Actual Start and Baseline
start are empty. When you have the plan as you think you'll perform it
the
Start field has the expected start dates of tasks, calculated by the
network
of links, the expected duration of each task, and the project start date.
Hopefully you have NOT actually entered any of those dates by hand -
you're
not supposed to tell Project when you want Task X to be done - instead,
it's
supposed to be telling YOU when Task X is going to be able to be done.

So Project is now displaying a schedule that it has calculated - it has
looked at the start of the project and what you have told it about the
nature of the work and forecast the dates where tasks can occur. Mark
the
word "forecast" - it's an important concept and explains some of Projects
behavior. The start and finish fields represent the forecast, the
scheduling of the latter tasks being driven by the scheduling of the
early
tasks. Now, the plan is ready and you're going to start work. You want
to
preserve the plan you expected to work for future reference so you save a
baseline. The values from the Scheduled xxx fields are copied into the
corresponding Baseline xxx fields - baselines don't change unless you
explicitly force them to while the Scheduled fields will so you always
have
a reference point. Now Start = xxx, Baseline Start = xxx, Actual Start
=
[empty].

Now we post some actuals - you DO NOT enter the date the task actually
started in the Start field. Instead, you record that in the Actual Start
field. Likewise the Finish. Project does two things - it records your
actuals AND it changes the Scheduled Start and Finish fields (the plain
Start and Finish, in other words) to be equal to the Actuals. Why?
Because
the schedule of tasks out in the future is contingent on the schedule of
tasks that come before them. If the earlier tasks are worked at times
different from what was first planned, the subsequent tasks whose
schedule
is dependent on them must be revised accordingly. But just changing the
Start and Finish fields in the Gantt chart entry table does NOT tell
project what you did - it tells it you're changing what you expect to do
but
you haven't done it yet. That fact that those dates you're entering are
before today doesn't enter into it because Project doesn't really know
what
day it is today. So when you're halfway through the Project, the Gantt
chart reflects two types of data - what really did take place for work
that
has been done, and a revised forecast for the schedule of tasks still to
come, the revised schedule based on what you've told it is the actual
start
and finish of those completed tasks. So how do you know what the
original
plan was? By looking at the Baseline Start, Finish etc fields. Because
when you enter Actual Start, Project changes the Scheduled Start but it
does
NOT change the Baseline Start.

HTH

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


K Major said:
Thank you.

I still must be missing something.

Some of these folks are doing tasks sooner AND later than scheduled
(and
even out of order). When they do it sooner, I try to enter that actual
start
date but many times it won't allow me, I assume because of a link that
exists
(of course, that makes sense). However, the reality is, is that the
task
was
done and obviously our link was a bad assumption on our part in
planning
(or
else the task could not have already been performed).

Is my thought that tracking what we planned to do, versus what actually
happened (however dysfuntional that is), is flawed and not a function
of
Project?

Also, your "remaining work" comment may answer another question...

Example:
Task = draft report
Jones = 2 hours
Smith = 2 hours
Planned start = 2/21/2005
Planned end = 2/22/2005

At the end of the week on 2/18 (task is worked on earlier than
expected,
let's say due to a bad link assumption), Jones reports putting in 2
hours
over 2/14 to 2/18 but is NOT done. Smith put in 1 hour on 2/18 and IS
done
with her portion.

If I try to enter the span of dates for Jones, it won't let me (I
assume
due
to the link). In that we had 2 hours for each and one resource is done
and
one is not... can I assume the following: I need to update the "actual
work"
field for Smith with 1 hour and when "remaining" calculates to "1 hour
left",
I should just blank this field and it will update the "work" field from
2
hours to 1 hour and her portion is finished? Then, for Jones, I need
to
enter the 2 hours as actual work and when "remaining" goes to "0 hours"
left,
I should update that field with whatever time Jones says he has left
(your
remaining work comment)?

Sorry for so many questions, but this is really helping me.

Thanks, Kevin

:

Hi

Your questioon has a simple answer.
Once there is an Actual Start, Start equals actual start.
Start is a value Project calculates.
Project si designed to calculate a planned schedule, not to change
past
reality as recorded.
That is why Start=Actual Start.

Another piece of advice on tracking.
Always ask for remaining work and enter that when tracking as well.
many very good reasons, too long to all explain.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/index.htm
32-495-300 620
"K Major" <[email protected]> schreef in bericht
Here's where I stand...

1) Tasks entered (all fixed units/non-effort driven), tasks linked,
time
estimated, resources assigned at 100%, resources leveled

2) File has been baselined

3) Project has begun

TRACKING IS MY PROBLEM:
My approach is simply to ask each resource to let me know on a
weekly
basis
the date they start (on each task), the # of hours per week for that
task,
and the date they finish. Of course some of my tasks have multiple
resources
assigned - still, they each report separately and when they are ALL
done,
the
WHOLE task is complete.

THEN THINGS DON'T GO AS PLANNED (as they do in any project)...
Still, all I want to do is enter the above info as it is provided to
me
but
many, many times the dates start playing "tricks" on me.

I had assumed that my baseline would tell me the story of how things
didn't
go as planned as compared to actuals.

So, my question is what is the difference between "Start" and
"Actual
Start"? This seems to be at the core of my problem. I at least
know
that
neither of these dates are the "Baseline Date".

Am I missing some basic concept here?

Help! Kevin
 
K

K Major

Thanks.

I entered some data today in the manner in which we discussed.

I have a resource that worked a total of 2 hours on a task over SEVERAL days
(the plan was to do it in ONE day but that did not happen). When I try to
enter the actual start and finish span over those days - MSP tries to bump up
the number of work hours from 2 hours to 14.5 hours (I guess to account for
the larger range).

Am I doing something wrong?

I appreciate your patience on this - you are really helping me.

Kevin

Steve House said:
Yes, I'd allow the schedule change. I'd also revisit your link logic since
the fact that you even COULD do them out of sequence indicates that they
weren't in a true predecessor/successor relationship after all. This often
happens when you've used links to try to impose a certain sequence on the
schedule. There may be times to do that, of course - it's a logical toss-up
whether you work on this report or that presentation first but the boss
wants the report ASAP so he can take it to the board meeting - but for the
most part I'd like the links mainly to model physical or logical
necessities, ie, you can't build a prototype until you've first come up with
a design, you can't load the movie camera until you've gone out and bought
some film.

I'd just delete the cancelled task unless there is a specific reason to keep
it in the plan. Zeroing it makes it a milestone and that is rarely
appropriate IMHO.

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

K Major said:
Steve,

That did help. Just to confirm, when I enter actuals and MSP says that
there is a scheduling conflict (because a task was done earlier and out of
sequence), I should ALLOW the conflict because it is what ACTUALLY
happened
versus what we PLANNED to happen. Right?

One other question - when we ID a task that we did NOT need at all... is
the
best thing to do to zero out the work hours and mark it as complete OR
just
delete it?

Thanks, Kevin

Steve House said:
K - you asked what the difference was between Start and Actual Start and
the
answer is part of the root of your problem I suspect. The data tables in
Project are database table "under the hood" and the various columns you
see
are fields in those table. When you look at the Entry table in the Gantt
chart (the default standard task list, in other words) you see, among
others, the Start, Finish, and Duration fields. (Think of those fields as
being Scheduled Start, Scheduled Finish, and so forth.) But when you
change
the table (view, tables menu) to the tracking table you see columns
labeled
Actual Start, Actual Finish, Actual Duration, Remaining Duration, Actual
Work, Remaining Work. Some other table options may show you Baseline
Start,
Baseline Finish, Baseline Duraion, Baseline Work ... Using Start as an
example to keep the typing down -- Start and Actual Start (and the
others)
are not the same fields relabeled in different views - they actually are
different fields in the database. The Start field is calculated by
Project - it represents the planned project as it sits at the moment.
While
you're planning, Start is a calculated value, Actual Start and Baseline
start are empty. When you have the plan as you think you'll perform it
the
Start field has the expected start dates of tasks, calculated by the
network
of links, the expected duration of each task, and the project start date.
Hopefully you have NOT actually entered any of those dates by hand -
you're
not supposed to tell Project when you want Task X to be done - instead,
it's
supposed to be telling YOU when Task X is going to be able to be done.

So Project is now displaying a schedule that it has calculated - it has
looked at the start of the project and what you have told it about the
nature of the work and forecast the dates where tasks can occur. Mark
the
word "forecast" - it's an important concept and explains some of Projects
behavior. The start and finish fields represent the forecast, the
scheduling of the latter tasks being driven by the scheduling of the
early
tasks. Now, the plan is ready and you're going to start work. You want
to
preserve the plan you expected to work for future reference so you save a
baseline. The values from the Scheduled xxx fields are copied into the
corresponding Baseline xxx fields - baselines don't change unless you
explicitly force them to while the Scheduled fields will so you always
have
a reference point. Now Start = xxx, Baseline Start = xxx, Actual Start
=
[empty].

Now we post some actuals - you DO NOT enter the date the task actually
started in the Start field. Instead, you record that in the Actual Start
field. Likewise the Finish. Project does two things - it records your
actuals AND it changes the Scheduled Start and Finish fields (the plain
Start and Finish, in other words) to be equal to the Actuals. Why?
Because
the schedule of tasks out in the future is contingent on the schedule of
tasks that come before them. If the earlier tasks are worked at times
different from what was first planned, the subsequent tasks whose
schedule
is dependent on them must be revised accordingly. But just changing the
Start and Finish fields in the Gantt chart entry table does NOT tell
project what you did - it tells it you're changing what you expect to do
but
you haven't done it yet. That fact that those dates you're entering are
before today doesn't enter into it because Project doesn't really know
what
day it is today. So when you're halfway through the Project, the Gantt
chart reflects two types of data - what really did take place for work
that
has been done, and a revised forecast for the schedule of tasks still to
come, the revised schedule based on what you've told it is the actual
start
and finish of those completed tasks. So how do you know what the
original
plan was? By looking at the Baseline Start, Finish etc fields. Because
when you enter Actual Start, Project changes the Scheduled Start but it
does
NOT change the Baseline Start.

HTH

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


Thank you.

I still must be missing something.

Some of these folks are doing tasks sooner AND later than scheduled
(and
even out of order). When they do it sooner, I try to enter that actual
start
date but many times it won't allow me, I assume because of a link that
exists
(of course, that makes sense). However, the reality is, is that the
task
was
done and obviously our link was a bad assumption on our part in
planning
(or
else the task could not have already been performed).

Is my thought that tracking what we planned to do, versus what actually
happened (however dysfuntional that is), is flawed and not a function
of
Project?

Also, your "remaining work" comment may answer another question...

Example:
Task = draft report
Jones = 2 hours
Smith = 2 hours
Planned start = 2/21/2005
Planned end = 2/22/2005

At the end of the week on 2/18 (task is worked on earlier than
expected,
let's say due to a bad link assumption), Jones reports putting in 2
hours
over 2/14 to 2/18 but is NOT done. Smith put in 1 hour on 2/18 and IS
done
with her portion.

If I try to enter the span of dates for Jones, it won't let me (I
assume
due
to the link). In that we had 2 hours for each and one resource is done
and
one is not... can I assume the following: I need to update the "actual
work"
field for Smith with 1 hour and when "remaining" calculates to "1 hour
left",
I should just blank this field and it will update the "work" field from
2
hours to 1 hour and her portion is finished? Then, for Jones, I need
to
enter the 2 hours as actual work and when "remaining" goes to "0 hours"
left,
I should update that field with whatever time Jones says he has left
(your
remaining work comment)?

Sorry for so many questions, but this is really helping me.

Thanks, Kevin

:

Hi

Your questioon has a simple answer.
Once there is an Actual Start, Start equals actual start.
Start is a value Project calculates.
Project si designed to calculate a planned schedule, not to change
past
reality as recorded.
That is why Start=Actual Start.

Another piece of advice on tracking.
Always ask for remaining work and enter that when tracking as well.
many very good reasons, too long to all explain.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/index.htm
32-495-300 620
"K Major" <[email protected]> schreef in bericht
Here's where I stand...

1) Tasks entered (all fixed units/non-effort driven), tasks linked,
time
estimated, resources assigned at 100%, resources leveled

2) File has been baselined

3) Project has begun

TRACKING IS MY PROBLEM:
My approach is simply to ask each resource to let me know on a
weekly
basis
the date they start (on each task), the # of hours per week for that
task,
and the date they finish. Of course some of my tasks have multiple
resources
assigned - still, they each report separately and when they are ALL
done,
the
WHOLE task is complete.

THEN THINGS DON'T GO AS PLANNED (as they do in any project)...
Still, all I want to do is enter the above info as it is provided to
me
but
many, many times the dates start playing "tricks" on me.

I had assumed that my baseline would tell me the story of how things
didn't
go as planned as compared to actuals.

So, my question is what is the difference between "Start" and
"Actual
Start"? This seems to be at the core of my problem. I at least
know
that
neither of these dates are the "Baseline Date".

Am I missing some basic concept here?

Help! Kevin
 
S

Steve House [MVP]

Where are you entering the start and finish first of all - are you entering
in the Start and Finish columns of the Gantt chart Entry table or are you
entering in the Actual Start and Actual Finish columns of the Tracking
table? Also, I'm assuming you are aware of the difference between duration
hours and work hours. Duration hours are the amount of working time between
when the task begins and when it ends, whether it was filled with work or
not. So if the task began Monday at 8am and finished Tuesday at 5pm, it's
duration is 16 hours even if the resource only actually performed 2
man-hours of work during that time. So your tracking table entries should
show:

Actual Start = XXXXXXX
Actual Finish = YYYYYYYY
% Complete = 100%
Actual Duration = 14.5 hours
Remaining Duration = 0 hours
Actual Work = 2 hours
Remaining Work = 0 hours

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



K Major said:
Thanks.

I entered some data today in the manner in which we discussed.

I have a resource that worked a total of 2 hours on a task over SEVERAL
days
(the plan was to do it in ONE day but that did not happen). When I try to
enter the actual start and finish span over those days - MSP tries to bump
up
the number of work hours from 2 hours to 14.5 hours (I guess to account
for
the larger range).

Am I doing something wrong?

I appreciate your patience on this - you are really helping me.

Kevin

Steve House said:
Yes, I'd allow the schedule change. I'd also revisit your link logic
since
the fact that you even COULD do them out of sequence indicates that they
weren't in a true predecessor/successor relationship after all. This
often
happens when you've used links to try to impose a certain sequence on the
schedule. There may be times to do that, of course - it's a logical
toss-up
whether you work on this report or that presentation first but the boss
wants the report ASAP so he can take it to the board meeting - but for
the
most part I'd like the links mainly to model physical or logical
necessities, ie, you can't build a prototype until you've first come up
with
a design, you can't load the movie camera until you've gone out and
bought
some film.

I'd just delete the cancelled task unless there is a specific reason to
keep
it in the plan. Zeroing it makes it a milestone and that is rarely
appropriate IMHO.

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

K Major said:
Steve,

That did help. Just to confirm, when I enter actuals and MSP says that
there is a scheduling conflict (because a task was done earlier and out
of
sequence), I should ALLOW the conflict because it is what ACTUALLY
happened
versus what we PLANNED to happen. Right?

One other question - when we ID a task that we did NOT need at all...
is
the
best thing to do to zero out the work hours and mark it as complete OR
just
delete it?

Thanks, Kevin

:

K - you asked what the difference was between Start and Actual Start
and
the
answer is part of the root of your problem I suspect. The data tables
in
Project are database table "under the hood" and the various columns
you
see
are fields in those table. When you look at the Entry table in the
Gantt
chart (the default standard task list, in other words) you see, among
others, the Start, Finish, and Duration fields. (Think of those fields
as
being Scheduled Start, Scheduled Finish, and so forth.) But when you
change
the table (view, tables menu) to the tracking table you see columns
labeled
Actual Start, Actual Finish, Actual Duration, Remaining Duration,
Actual
Work, Remaining Work. Some other table options may show you Baseline
Start,
Baseline Finish, Baseline Duraion, Baseline Work ... Using Start as
an
example to keep the typing down -- Start and Actual Start (and the
others)
are not the same fields relabeled in different views - they actually
are
different fields in the database. The Start field is calculated by
Project - it represents the planned project as it sits at the moment.
While
you're planning, Start is a calculated value, Actual Start and
Baseline
start are empty. When you have the plan as you think you'll perform
it
the
Start field has the expected start dates of tasks, calculated by the
network
of links, the expected duration of each task, and the project start
date.
Hopefully you have NOT actually entered any of those dates by hand -
you're
not supposed to tell Project when you want Task X to be done -
instead,
it's
supposed to be telling YOU when Task X is going to be able to be done.

So Project is now displaying a schedule that it has calculated - it
has
looked at the start of the project and what you have told it about the
nature of the work and forecast the dates where tasks can occur. Mark
the
word "forecast" - it's an important concept and explains some of
Projects
behavior. The start and finish fields represent the forecast, the
scheduling of the latter tasks being driven by the scheduling of the
early
tasks. Now, the plan is ready and you're going to start work. You
want
to
preserve the plan you expected to work for future reference so you
save a
baseline. The values from the Scheduled xxx fields are copied into
the
corresponding Baseline xxx fields - baselines don't change unless you
explicitly force them to while the Scheduled fields will so you always
have
a reference point. Now Start = xxx, Baseline Start = xxx, Actual
Start
=
[empty].

Now we post some actuals - you DO NOT enter the date the task actually
started in the Start field. Instead, you record that in the Actual
Start
field. Likewise the Finish. Project does two things - it records
your
actuals AND it changes the Scheduled Start and Finish fields (the
plain
Start and Finish, in other words) to be equal to the Actuals. Why?
Because
the schedule of tasks out in the future is contingent on the schedule
of
tasks that come before them. If the earlier tasks are worked at times
different from what was first planned, the subsequent tasks whose
schedule
is dependent on them must be revised accordingly. But just changing
the
Start and Finish fields in the Gantt chart entry table does NOT tell
project what you did - it tells it you're changing what you expect to
do
but
you haven't done it yet. That fact that those dates you're entering
are
before today doesn't enter into it because Project doesn't really know
what
day it is today. So when you're halfway through the Project, the
Gantt
chart reflects two types of data - what really did take place for work
that
has been done, and a revised forecast for the schedule of tasks still
to
come, the revised schedule based on what you've told it is the actual
start
and finish of those completed tasks. So how do you know what the
original
plan was? By looking at the Baseline Start, Finish etc fields.
Because
when you enter Actual Start, Project changes the Scheduled Start but
it
does
NOT change the Baseline Start.

HTH

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


Thank you.

I still must be missing something.

Some of these folks are doing tasks sooner AND later than scheduled
(and
even out of order). When they do it sooner, I try to enter that
actual
start
date but many times it won't allow me, I assume because of a link
that
exists
(of course, that makes sense). However, the reality is, is that the
task
was
done and obviously our link was a bad assumption on our part in
planning
(or
else the task could not have already been performed).

Is my thought that tracking what we planned to do, versus what
actually
happened (however dysfuntional that is), is flawed and not a
function
of
Project?

Also, your "remaining work" comment may answer another question...

Example:
Task = draft report
Jones = 2 hours
Smith = 2 hours
Planned start = 2/21/2005
Planned end = 2/22/2005

At the end of the week on 2/18 (task is worked on earlier than
expected,
let's say due to a bad link assumption), Jones reports putting in 2
hours
over 2/14 to 2/18 but is NOT done. Smith put in 1 hour on 2/18 and
IS
done
with her portion.

If I try to enter the span of dates for Jones, it won't let me (I
assume
due
to the link). In that we had 2 hours for each and one resource is
done
and
one is not... can I assume the following: I need to update the
"actual
work"
field for Smith with 1 hour and when "remaining" calculates to "1
hour
left",
I should just blank this field and it will update the "work" field
from
2
hours to 1 hour and her portion is finished? Then, for Jones, I
need
to
enter the 2 hours as actual work and when "remaining" goes to "0
hours"
left,
I should update that field with whatever time Jones says he has left
(your
remaining work comment)?

Sorry for so many questions, but this is really helping me.

Thanks, Kevin

:

Hi

Your questioon has a simple answer.
Once there is an Actual Start, Start equals actual start.
Start is a value Project calculates.
Project si designed to calculate a planned schedule, not to change
past
reality as recorded.
That is why Start=Actual Start.

Another piece of advice on tracking.
Always ask for remaining work and enter that when tracking as well.
many very good reasons, too long to all explain.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/index.htm
32-495-300 620
"K Major" <[email protected]> schreef in bericht
Here's where I stand...

1) Tasks entered (all fixed units/non-effort driven), tasks
linked,
time
estimated, resources assigned at 100%, resources leveled

2) File has been baselined

3) Project has begun

TRACKING IS MY PROBLEM:
My approach is simply to ask each resource to let me know on a
weekly
basis
the date they start (on each task), the # of hours per week for
that
task,
and the date they finish. Of course some of my tasks have
multiple
resources
assigned - still, they each report separately and when they are
ALL
done,
the
WHOLE task is complete.

THEN THINGS DON'T GO AS PLANNED (as they do in any project)...
Still, all I want to do is enter the above info as it is provided
to
me
but
many, many times the dates start playing "tricks" on me.

I had assumed that my baseline would tell me the story of how
things
didn't
go as planned as compared to actuals.

So, my question is what is the difference between "Start" and
"Actual
Start"? This seems to be at the core of my problem. I at least
know
that
neither of these dates are the "Baseline Date".

Am I missing some basic concept here?

Help! Kevin
 
K

K Major

Steve,

I am entering "actuals" in the task usage view - I am using the task usage
view in stead of the tracking view because this allows me to see each
resource assigned to each task on a line per line basis (just easier to
follow in that I have some customized fields I'm working with).

I do understand the difference between duration and work. I am completely
in synch with you on this - still, just today, I had a task that was to take
9 hours by 1 resource from 2/10 to 2/15 and the actual span turned out to be
9 hours over 2/10 to 2/18... when I set the actual span MSP bumped the work
hours to 21 hours? This is a fixed units/non-effort driven task.

Thanks, Kevin


Steve House said:
Where are you entering the start and finish first of all - are you entering
in the Start and Finish columns of the Gantt chart Entry table or are you
entering in the Actual Start and Actual Finish columns of the Tracking
table? Also, I'm assuming you are aware of the difference between duration
hours and work hours. Duration hours are the amount of working time between
when the task begins and when it ends, whether it was filled with work or
not. So if the task began Monday at 8am and finished Tuesday at 5pm, it's
duration is 16 hours even if the resource only actually performed 2
man-hours of work during that time. So your tracking table entries should
show:

Actual Start = XXXXXXX
Actual Finish = YYYYYYYY
% Complete = 100%
Actual Duration = 14.5 hours
Remaining Duration = 0 hours
Actual Work = 2 hours
Remaining Work = 0 hours

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



K Major said:
Thanks.

I entered some data today in the manner in which we discussed.

I have a resource that worked a total of 2 hours on a task over SEVERAL
days
(the plan was to do it in ONE day but that did not happen). When I try to
enter the actual start and finish span over those days - MSP tries to bump
up
the number of work hours from 2 hours to 14.5 hours (I guess to account
for
the larger range).

Am I doing something wrong?

I appreciate your patience on this - you are really helping me.

Kevin

Steve House said:
Yes, I'd allow the schedule change. I'd also revisit your link logic
since
the fact that you even COULD do them out of sequence indicates that they
weren't in a true predecessor/successor relationship after all. This
often
happens when you've used links to try to impose a certain sequence on the
schedule. There may be times to do that, of course - it's a logical
toss-up
whether you work on this report or that presentation first but the boss
wants the report ASAP so he can take it to the board meeting - but for
the
most part I'd like the links mainly to model physical or logical
necessities, ie, you can't build a prototype until you've first come up
with
a design, you can't load the movie camera until you've gone out and
bought
some film.

I'd just delete the cancelled task unless there is a specific reason to
keep
it in the plan. Zeroing it makes it a milestone and that is rarely
appropriate IMHO.

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

Steve,

That did help. Just to confirm, when I enter actuals and MSP says that
there is a scheduling conflict (because a task was done earlier and out
of
sequence), I should ALLOW the conflict because it is what ACTUALLY
happened
versus what we PLANNED to happen. Right?

One other question - when we ID a task that we did NOT need at all...
is
the
best thing to do to zero out the work hours and mark it as complete OR
just
delete it?

Thanks, Kevin

:

K - you asked what the difference was between Start and Actual Start
and
the
answer is part of the root of your problem I suspect. The data tables
in
Project are database table "under the hood" and the various columns
you
see
are fields in those table. When you look at the Entry table in the
Gantt
chart (the default standard task list, in other words) you see, among
others, the Start, Finish, and Duration fields. (Think of those fields
as
being Scheduled Start, Scheduled Finish, and so forth.) But when you
change
the table (view, tables menu) to the tracking table you see columns
labeled
Actual Start, Actual Finish, Actual Duration, Remaining Duration,
Actual
Work, Remaining Work. Some other table options may show you Baseline
Start,
Baseline Finish, Baseline Duraion, Baseline Work ... Using Start as
an
example to keep the typing down -- Start and Actual Start (and the
others)
are not the same fields relabeled in different views - they actually
are
different fields in the database. The Start field is calculated by
Project - it represents the planned project as it sits at the moment.
While
you're planning, Start is a calculated value, Actual Start and
Baseline
start are empty. When you have the plan as you think you'll perform
it
the
Start field has the expected start dates of tasks, calculated by the
network
of links, the expected duration of each task, and the project start
date.
Hopefully you have NOT actually entered any of those dates by hand -
you're
not supposed to tell Project when you want Task X to be done -
instead,
it's
supposed to be telling YOU when Task X is going to be able to be done.

So Project is now displaying a schedule that it has calculated - it
has
looked at the start of the project and what you have told it about the
nature of the work and forecast the dates where tasks can occur. Mark
the
word "forecast" - it's an important concept and explains some of
Projects
behavior. The start and finish fields represent the forecast, the
scheduling of the latter tasks being driven by the scheduling of the
early
tasks. Now, the plan is ready and you're going to start work. You
want
to
preserve the plan you expected to work for future reference so you
save a
baseline. The values from the Scheduled xxx fields are copied into
the
corresponding Baseline xxx fields - baselines don't change unless you
explicitly force them to while the Scheduled fields will so you always
have
a reference point. Now Start = xxx, Baseline Start = xxx, Actual
Start
=
[empty].

Now we post some actuals - you DO NOT enter the date the task actually
started in the Start field. Instead, you record that in the Actual
Start
field. Likewise the Finish. Project does two things - it records
your
actuals AND it changes the Scheduled Start and Finish fields (the
plain
Start and Finish, in other words) to be equal to the Actuals. Why?
Because
the schedule of tasks out in the future is contingent on the schedule
of
tasks that come before them. If the earlier tasks are worked at times
different from what was first planned, the subsequent tasks whose
schedule
is dependent on them must be revised accordingly. But just changing
the
Start and Finish fields in the Gantt chart entry table does NOT tell
project what you did - it tells it you're changing what you expect to
do
but
you haven't done it yet. That fact that those dates you're entering
are
before today doesn't enter into it because Project doesn't really know
what
day it is today. So when you're halfway through the Project, the
Gantt
chart reflects two types of data - what really did take place for work
that
has been done, and a revised forecast for the schedule of tasks still
to
come, the revised schedule based on what you've told it is the actual
start
and finish of those completed tasks. So how do you know what the
original
plan was? By looking at the Baseline Start, Finish etc fields.
Because
when you enter Actual Start, Project changes the Scheduled Start but
it
does
NOT change the Baseline Start.

HTH

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


Thank you.

I still must be missing something.

Some of these folks are doing tasks sooner AND later than scheduled
(and
even out of order). When they do it sooner, I try to enter that
actual
start
date but many times it won't allow me, I assume because of a link
that
exists
(of course, that makes sense). However, the reality is, is that the
task
was
done and obviously our link was a bad assumption on our part in
planning
(or
else the task could not have already been performed).

Is my thought that tracking what we planned to do, versus what
actually
happened (however dysfuntional that is), is flawed and not a
function
of
Project?

Also, your "remaining work" comment may answer another question...

Example:
Task = draft report
Jones = 2 hours
Smith = 2 hours
Planned start = 2/21/2005
Planned end = 2/22/2005

At the end of the week on 2/18 (task is worked on earlier than
expected,
let's say due to a bad link assumption), Jones reports putting in 2
hours
over 2/14 to 2/18 but is NOT done. Smith put in 1 hour on 2/18 and
IS
done
with her portion.

If I try to enter the span of dates for Jones, it won't let me (I
assume
due
to the link). In that we had 2 hours for each and one resource is
done
and
one is not... can I assume the following: I need to update the
"actual
work"
field for Smith with 1 hour and when "remaining" calculates to "1
hour
left",
I should just blank this field and it will update the "work" field
from
2
hours to 1 hour and her portion is finished? Then, for Jones, I
need
to
enter the 2 hours as actual work and when "remaining" goes to "0
hours"
left,
I should update that field with whatever time Jones says he has left
(your
remaining work comment)?

Sorry for so many questions, but this is really helping me.

Thanks, Kevin

:

Hi

Your questioon has a simple answer.
Once there is an Actual Start, Start equals actual start.
Start is a value Project calculates.
Project si designed to calculate a planned schedule, not to change
past
reality as recorded.
That is why Start=Actual Start.

Another piece of advice on tracking.
Always ask for remaining work and enter that when tracking as well.
many very good reasons, too long to all explain.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/index.htm
32-495-300 620
"K Major" <[email protected]> schreef in bericht
Here's where I stand...

1) Tasks entered (all fixed units/non-effort driven), tasks
linked,
time
estimated, resources assigned at 100%, resources leveled

2) File has been baselined

3) Project has begun

TRACKING IS MY PROBLEM:
My approach is simply to ask each resource to let me know on a
weekly
basis
the date they start (on each task), the # of hours per week for
that
task,
and the date they finish. Of course some of my tasks have
multiple
resources
assigned - still, they each report separately and when they are
ALL
done,
the
WHOLE task is complete.

THEN THINGS DON'T GO AS PLANNED (as they do in any project)...
Still, all I want to do is enter the above info as it is provided
to
me
but
many, many times the dates start playing "tricks" on me.

I had assumed that my baseline would tell me the story of how
things
didn't
go as planned as compared to actuals.

So, my question is what is the difference between "Start" and
"Actual
Start"? This seems to be at the core of my problem. I at least
know
that
neither of these dates are the "Baseline Date".

Am I missing some basic concept here?

Help! Kevin
 
J

Jan De Messemaeker

Hi,

Do you use an Actual Work LINE in the task usage view or a Work LINR?
When you put all teh work in teh Actual Work line nothing bounces any more.
Actuals are not reset whtever the task type.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/index.htm
32-495-300 620
K Major said:
Steve,

I am entering "actuals" in the task usage view - I am using the task usage
view in stead of the tracking view because this allows me to see each
resource assigned to each task on a line per line basis (just easier to
follow in that I have some customized fields I'm working with).

I do understand the difference between duration and work. I am completely
in synch with you on this - still, just today, I had a task that was to take
9 hours by 1 resource from 2/10 to 2/15 and the actual span turned out to be
9 hours over 2/10 to 2/18... when I set the actual span MSP bumped the work
hours to 21 hours? This is a fixed units/non-effort driven task.

Thanks, Kevin


Steve House said:
Where are you entering the start and finish first of all - are you entering
in the Start and Finish columns of the Gantt chart Entry table or are you
entering in the Actual Start and Actual Finish columns of the Tracking
table? Also, I'm assuming you are aware of the difference between duration
hours and work hours. Duration hours are the amount of working time between
when the task begins and when it ends, whether it was filled with work or
not. So if the task began Monday at 8am and finished Tuesday at 5pm, it's
duration is 16 hours even if the resource only actually performed 2
man-hours of work during that time. So your tracking table entries should
show:

Actual Start = XXXXXXX
Actual Finish = YYYYYYYY
% Complete = 100%
Actual Duration = 14.5 hours
Remaining Duration = 0 hours
Actual Work = 2 hours
Remaining Work = 0 hours

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



K Major said:
Thanks.

I entered some data today in the manner in which we discussed.

I have a resource that worked a total of 2 hours on a task over SEVERAL
days
(the plan was to do it in ONE day but that did not happen). When I try to
enter the actual start and finish span over those days - MSP tries to bump
up
the number of work hours from 2 hours to 14.5 hours (I guess to account
for
the larger range).

Am I doing something wrong?

I appreciate your patience on this - you are really helping me.

Kevin

:

Yes, I'd allow the schedule change. I'd also revisit your link logic
since
the fact that you even COULD do them out of sequence indicates that they
weren't in a true predecessor/successor relationship after all. This
often
happens when you've used links to try to impose a certain sequence on the
schedule. There may be times to do that, of course - it's a logical
toss-up
whether you work on this report or that presentation first but the boss
wants the report ASAP so he can take it to the board meeting - but for
the
most part I'd like the links mainly to model physical or logical
necessities, ie, you can't build a prototype until you've first come up
with
a design, you can't load the movie camera until you've gone out and
bought
some film.

I'd just delete the cancelled task unless there is a specific reason to
keep
it in the plan. Zeroing it makes it a milestone and that is rarely
appropriate IMHO.

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

Steve,

That did help. Just to confirm, when I enter actuals and MSP says that
there is a scheduling conflict (because a task was done earlier and out
of
sequence), I should ALLOW the conflict because it is what ACTUALLY
happened
versus what we PLANNED to happen. Right?

One other question - when we ID a task that we did NOT need at all...
is
the
best thing to do to zero out the work hours and mark it as complete OR
just
delete it?

Thanks, Kevin

:

K - you asked what the difference was between Start and Actual Start
and
the
answer is part of the root of your problem I suspect. The data tables
in
Project are database table "under the hood" and the various columns
you
see
are fields in those table. When you look at the Entry table in the
Gantt
chart (the default standard task list, in other words) you see, among
others, the Start, Finish, and Duration fields. (Think of those fields
as
being Scheduled Start, Scheduled Finish, and so forth.) But when you
change
the table (view, tables menu) to the tracking table you see columns
labeled
Actual Start, Actual Finish, Actual Duration, Remaining Duration,
Actual
Work, Remaining Work. Some other table options may show you Baseline
Start,
Baseline Finish, Baseline Duraion, Baseline Work ... Using Start as
an
example to keep the typing down -- Start and Actual Start (and the
others)
are not the same fields relabeled in different views - they actually
are
different fields in the database. The Start field is calculated by
Project - it represents the planned project as it sits at the moment.
While
you're planning, Start is a calculated value, Actual Start and
Baseline
start are empty. When you have the plan as you think you'll perform
it
the
Start field has the expected start dates of tasks, calculated by the
network
of links, the expected duration of each task, and the project start
date.
Hopefully you have NOT actually entered any of those dates by hand -
you're
not supposed to tell Project when you want Task X to be done -
instead,
it's
supposed to be telling YOU when Task X is going to be able to be done.

So Project is now displaying a schedule that it has calculated - it
has
looked at the start of the project and what you have told it about the
nature of the work and forecast the dates where tasks can occur. Mark
the
word "forecast" - it's an important concept and explains some of
Projects
behavior. The start and finish fields represent the forecast, the
scheduling of the latter tasks being driven by the scheduling of the
early
tasks. Now, the plan is ready and you're going to start work. You
want
to
preserve the plan you expected to work for future reference so you
save a
baseline. The values from the Scheduled xxx fields are copied into
the
corresponding Baseline xxx fields - baselines don't change unless you
explicitly force them to while the Scheduled fields will so you always
have
a reference point. Now Start = xxx, Baseline Start = xxx, Actual
Start
=
[empty].

Now we post some actuals - you DO NOT enter the date the task actually
started in the Start field. Instead, you record that in the Actual
Start
field. Likewise the Finish. Project does two things - it records
your
actuals AND it changes the Scheduled Start and Finish fields (the
plain
Start and Finish, in other words) to be equal to the Actuals. Why?
Because
the schedule of tasks out in the future is contingent on the schedule
of
tasks that come before them. If the earlier tasks are worked at times
different from what was first planned, the subsequent tasks whose
schedule
is dependent on them must be revised accordingly. But just changing
the
Start and Finish fields in the Gantt chart entry table does NOT tell
project what you did - it tells it you're changing what you expect to
do
but
you haven't done it yet. That fact that those dates you're entering
are
before today doesn't enter into it because Project doesn't really know
what
day it is today. So when you're halfway through the Project, the
Gantt
chart reflects two types of data - what really did take place for work
that
has been done, and a revised forecast for the schedule of tasks still
to
come, the revised schedule based on what you've told it is the actual
start
and finish of those completed tasks. So how do you know what the
original
plan was? By looking at the Baseline Start, Finish etc fields.
Because
when you enter Actual Start, Project changes the Scheduled Start but
it
does
NOT change the Baseline Start.

HTH

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


Thank you.

I still must be missing something.

Some of these folks are doing tasks sooner AND later than scheduled
(and
even out of order). When they do it sooner, I try to enter that
actual
start
date but many times it won't allow me, I assume because of a link
that
exists
(of course, that makes sense). However, the reality is, is that the
task
was
done and obviously our link was a bad assumption on our part in
planning
(or
else the task could not have already been performed).

Is my thought that tracking what we planned to do, versus what
actually
happened (however dysfuntional that is), is flawed and not a
function
of
Project?

Also, your "remaining work" comment may answer another question...

Example:
Task = draft report
Jones = 2 hours
Smith = 2 hours
Planned start = 2/21/2005
Planned end = 2/22/2005

At the end of the week on 2/18 (task is worked on earlier than
expected,
let's say due to a bad link assumption), Jones reports putting in 2
hours
over 2/14 to 2/18 but is NOT done. Smith put in 1 hour on 2/18 and
IS
done
with her portion.

If I try to enter the span of dates for Jones, it won't let me (I
assume
due
to the link). In that we had 2 hours for each and one resource is
done
and
one is not... can I assume the following: I need to update the
"actual
work"
field for Smith with 1 hour and when "remaining" calculates to "1
hour
left",
I should just blank this field and it will update the "work" field
from
2
hours to 1 hour and her portion is finished? Then, for Jones, I
need
to
enter the 2 hours as actual work and when "remaining" goes to "0
hours"
left,
I should update that field with whatever time Jones says he has left
(your
remaining work comment)?

Sorry for so many questions, but this is really helping me.

Thanks, Kevin

:

Hi

Your questioon has a simple answer.
Once there is an Actual Start, Start equals actual start.
Start is a value Project calculates.
Project si designed to calculate a planned schedule, not to change
past
reality as recorded.
That is why Start=Actual Start.

Another piece of advice on tracking.
Always ask for remaining work and enter that when tracking as well.
many very good reasons, too long to all explain.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/index.htm
32-495-300 620
"K Major" <[email protected]> schreef in bericht
Here's where I stand...

1) Tasks entered (all fixed units/non-effort driven), tasks
linked,
time
estimated, resources assigned at 100%, resources leveled

2) File has been baselined

3) Project has begun

TRACKING IS MY PROBLEM:
My approach is simply to ask each resource to let me know on a
weekly
basis
the date they start (on each task), the # of hours per week for
that
task,
and the date they finish. Of course some of my tasks have
multiple
resources
assigned - still, they each report separately and when they are
ALL
done,
the
WHOLE task is complete.

THEN THINGS DON'T GO AS PLANNED (as they do in any project)...
Still, all I want to do is enter the above info as it is provided
to
me
but
many, many times the dates start playing "tricks" on me.

I had assumed that my baseline would tell me the story of how
things
didn't
go as planned as compared to actuals.

So, my question is what is the difference between "Start" and
"Actual
Start"? This seems to be at the core of my problem. I at least
know
that
neither of these dates are the "Baseline Date".

Am I missing some basic concept here?

Help! Kevin
 
K

K Major

Jan,

I am using the "actual" work field, actual start field, and actual finish
field only.

Is something else causing the bounce?

Kevin

Jan De Messemaeker said:
Hi,

Do you use an Actual Work LINE in the task usage view or a Work LINR?
When you put all teh work in teh Actual Work line nothing bounces any more.
Actuals are not reset whtever the task type.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/index.htm
32-495-300 620
K Major said:
Steve,

I am entering "actuals" in the task usage view - I am using the task usage
view in stead of the tracking view because this allows me to see each
resource assigned to each task on a line per line basis (just easier to
follow in that I have some customized fields I'm working with).

I do understand the difference between duration and work. I am completely
in synch with you on this - still, just today, I had a task that was to take
9 hours by 1 resource from 2/10 to 2/15 and the actual span turned out to be
9 hours over 2/10 to 2/18... when I set the actual span MSP bumped the work
hours to 21 hours? This is a fixed units/non-effort driven task.

Thanks, Kevin


Steve House said:
Where are you entering the start and finish first of all - are you entering
in the Start and Finish columns of the Gantt chart Entry table or are you
entering in the Actual Start and Actual Finish columns of the Tracking
table? Also, I'm assuming you are aware of the difference between duration
hours and work hours. Duration hours are the amount of working time between
when the task begins and when it ends, whether it was filled with work or
not. So if the task began Monday at 8am and finished Tuesday at 5pm, it's
duration is 16 hours even if the resource only actually performed 2
man-hours of work during that time. So your tracking table entries should
show:

Actual Start = XXXXXXX
Actual Finish = YYYYYYYY
% Complete = 100%
Actual Duration = 14.5 hours
Remaining Duration = 0 hours
Actual Work = 2 hours
Remaining Work = 0 hours

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



Thanks.

I entered some data today in the manner in which we discussed.

I have a resource that worked a total of 2 hours on a task over SEVERAL
days
(the plan was to do it in ONE day but that did not happen). When I try to
enter the actual start and finish span over those days - MSP tries to bump
up
the number of work hours from 2 hours to 14.5 hours (I guess to account
for
the larger range).

Am I doing something wrong?

I appreciate your patience on this - you are really helping me.

Kevin

:

Yes, I'd allow the schedule change. I'd also revisit your link logic
since
the fact that you even COULD do them out of sequence indicates that they
weren't in a true predecessor/successor relationship after all. This
often
happens when you've used links to try to impose a certain sequence on the
schedule. There may be times to do that, of course - it's a logical
toss-up
whether you work on this report or that presentation first but the boss
wants the report ASAP so he can take it to the board meeting - but for
the
most part I'd like the links mainly to model physical or logical
necessities, ie, you can't build a prototype until you've first come up
with
a design, you can't load the movie camera until you've gone out and
bought
some film.

I'd just delete the cancelled task unless there is a specific reason to
keep
it in the plan. Zeroing it makes it a milestone and that is rarely
appropriate IMHO.

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

Steve,

That did help. Just to confirm, when I enter actuals and MSP says that
there is a scheduling conflict (because a task was done earlier and out
of
sequence), I should ALLOW the conflict because it is what ACTUALLY
happened
versus what we PLANNED to happen. Right?

One other question - when we ID a task that we did NOT need at all...
is
the
best thing to do to zero out the work hours and mark it as complete OR
just
delete it?

Thanks, Kevin

:

K - you asked what the difference was between Start and Actual Start
and
the
answer is part of the root of your problem I suspect. The data tables
in
Project are database table "under the hood" and the various columns
you
see
are fields in those table. When you look at the Entry table in the
Gantt
chart (the default standard task list, in other words) you see, among
others, the Start, Finish, and Duration fields. (Think of those fields
as
being Scheduled Start, Scheduled Finish, and so forth.) But when you
change
the table (view, tables menu) to the tracking table you see columns
labeled
Actual Start, Actual Finish, Actual Duration, Remaining Duration,
Actual
Work, Remaining Work. Some other table options may show you Baseline
Start,
Baseline Finish, Baseline Duraion, Baseline Work ... Using Start as
an
example to keep the typing down -- Start and Actual Start (and the
others)
are not the same fields relabeled in different views - they actually
are
different fields in the database. The Start field is calculated by
Project - it represents the planned project as it sits at the moment.
While
you're planning, Start is a calculated value, Actual Start and
Baseline
start are empty. When you have the plan as you think you'll perform
it
the
Start field has the expected start dates of tasks, calculated by the
network
of links, the expected duration of each task, and the project start
date.
Hopefully you have NOT actually entered any of those dates by hand -
you're
not supposed to tell Project when you want Task X to be done -
instead,
it's
supposed to be telling YOU when Task X is going to be able to be done.

So Project is now displaying a schedule that it has calculated - it
has
looked at the start of the project and what you have told it about the
nature of the work and forecast the dates where tasks can occur. Mark
the
word "forecast" - it's an important concept and explains some of
Projects
behavior. The start and finish fields represent the forecast, the
scheduling of the latter tasks being driven by the scheduling of the
early
tasks. Now, the plan is ready and you're going to start work. You
want
to
preserve the plan you expected to work for future reference so you
save a
baseline. The values from the Scheduled xxx fields are copied into
the
corresponding Baseline xxx fields - baselines don't change unless you
explicitly force them to while the Scheduled fields will so you always
have
a reference point. Now Start = xxx, Baseline Start = xxx, Actual
Start
=
[empty].

Now we post some actuals - you DO NOT enter the date the task actually
started in the Start field. Instead, you record that in the Actual
Start
field. Likewise the Finish. Project does two things - it records
your
actuals AND it changes the Scheduled Start and Finish fields (the
plain
Start and Finish, in other words) to be equal to the Actuals. Why?
Because
the schedule of tasks out in the future is contingent on the schedule
of
tasks that come before them. If the earlier tasks are worked at times
different from what was first planned, the subsequent tasks whose
schedule
is dependent on them must be revised accordingly. But just changing
the
Start and Finish fields in the Gantt chart entry table does NOT tell
project what you did - it tells it you're changing what you expect to
do
but
you haven't done it yet. That fact that those dates you're entering
are
before today doesn't enter into it because Project doesn't really know
what
day it is today. So when you're halfway through the Project, the
Gantt
chart reflects two types of data - what really did take place for work
that
has been done, and a revised forecast for the schedule of tasks still
to
come, the revised schedule based on what you've told it is the actual
start
and finish of those completed tasks. So how do you know what the
original
plan was? By looking at the Baseline Start, Finish etc fields.
Because
when you enter Actual Start, Project changes the Scheduled Start but
it
does
NOT change the Baseline Start.

HTH

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


Thank you.

I still must be missing something.

Some of these folks are doing tasks sooner AND later than scheduled
(and
even out of order). When they do it sooner, I try to enter that
actual
start
date but many times it won't allow me, I assume because of a link
that
exists
(of course, that makes sense). However, the reality is, is that the
task
was
done and obviously our link was a bad assumption on our part in
planning
(or
else the task could not have already been performed).

Is my thought that tracking what we planned to do, versus what
actually
happened (however dysfuntional that is), is flawed and not a
function
of
Project?

Also, your "remaining work" comment may answer another question...

Example:
Task = draft report
Jones = 2 hours
Smith = 2 hours
Planned start = 2/21/2005
Planned end = 2/22/2005

At the end of the week on 2/18 (task is worked on earlier than
expected,
let's say due to a bad link assumption), Jones reports putting in 2
hours
over 2/14 to 2/18 but is NOT done. Smith put in 1 hour on 2/18 and
IS
done
with her portion.

If I try to enter the span of dates for Jones, it won't let me (I
assume
due
to the link). In that we had 2 hours for each and one resource is
done
and
one is not... can I assume the following: I need to update the
"actual
work"
field for Smith with 1 hour and when "remaining" calculates to "1
hour
left",
I should just blank this field and it will update the "work" field
from
2
hours to 1 hour and her portion is finished? Then, for Jones, I
need
to
enter the 2 hours as actual work and when "remaining" goes to "0
hours"
left,
I should update that field with whatever time Jones says he has left
(your
remaining work comment)?

Sorry for so many questions, but this is really helping me.

Thanks, Kevin

:

Hi

Your questioon has a simple answer.
Once there is an Actual Start, Start equals actual start.
Start is a value Project calculates.
Project si designed to calculate a planned schedule, not to change
past
reality as recorded.
That is why Start=Actual Start.

Another piece of advice on tracking.
Always ask for remaining work and enter that when tracking as well.
many very good reasons, too long to all explain.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/index.htm
32-495-300 620
"K Major" <[email protected]> schreef in bericht
Here's where I stand...

1) Tasks entered (all fixed units/non-effort driven), tasks
linked,
time
estimated, resources assigned at 100%, resources leveled

2) File has been baselined

3) Project has begun

TRACKING IS MY PROBLEM:
My approach is simply to ask each resource to let me know on a
weekly
basis
the date they start (on each task), the # of hours per week for
that
task,
and the date they finish. Of course some of my tasks have
multiple
resources
assigned - still, they each report separately and when they are
ALL
done,
the
WHOLE task is complete.

THEN THINGS DON'T GO AS PLANNED (as they do in any project)...
Still, all I want to do is enter the above info as it is provided
to
me
but
many, many times the dates start playing "tricks" on me.

I had assumed that my baseline would tell me the story of how
things
didn't
go as planned as compared to actuals.

So, my question is what is the difference between "Start" and
"Actual
Start"? This seems to be at the core of my problem. I at least
know
that
neither of these dates are the "Baseline Date".

Am I missing some basic concept here?

Help! Kevin
 
J

Jan De Messemaeker

Hi,

Since you keep saying "field" I think you do not enter actual work in the
cells of an actual work line in the right part of a Usage view.
Try that, I think youwill se emuch clearer.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/
+32-495-300 620
K Major said:
Jan,

I am using the "actual" work field, actual start field, and actual finish
field only.

Is something else causing the bounce?

Kevin

Jan De Messemaeker said:
Hi,

Do you use an Actual Work LINE in the task usage view or a Work LINR?
When you put all teh work in teh Actual Work line nothing bounces any more.
Actuals are not reset whtever the task type.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/index.htm
32-495-300 620
K Major said:
Steve,

I am entering "actuals" in the task usage view - I am using the task usage
view in stead of the tracking view because this allows me to see each
resource assigned to each task on a line per line basis (just easier to
follow in that I have some customized fields I'm working with).

I do understand the difference between duration and work. I am completely
in synch with you on this - still, just today, I had a task that was
to
take
9 hours by 1 resource from 2/10 to 2/15 and the actual span turned out
to
be
9 hours over 2/10 to 2/18... when I set the actual span MSP bumped the work
hours to 21 hours? This is a fixed units/non-effort driven task.

Thanks, Kevin


:

Where are you entering the start and finish first of all - are you entering
in the Start and Finish columns of the Gantt chart Entry table or
are
you
entering in the Actual Start and Actual Finish columns of the Tracking
table? Also, I'm assuming you are aware of the difference between duration
hours and work hours. Duration hours are the amount of working time between
when the task begins and when it ends, whether it was filled with
work
or
not. So if the task began Monday at 8am and finished Tuesday at
5pm,
it's
duration is 16 hours even if the resource only actually performed 2
man-hours of work during that time. So your tracking table entries should
show:

Actual Start = XXXXXXX
Actual Finish = YYYYYYYY
% Complete = 100%
Actual Duration = 14.5 hours
Remaining Duration = 0 hours
Actual Work = 2 hours
Remaining Work = 0 hours

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



Thanks.

I entered some data today in the manner in which we discussed.

I have a resource that worked a total of 2 hours on a task over SEVERAL
days
(the plan was to do it in ONE day but that did not happen). When
I
try to
enter the actual start and finish span over those days - MSP tries
to
bump
up
the number of work hours from 2 hours to 14.5 hours (I guess to account
for
the larger range).

Am I doing something wrong?

I appreciate your patience on this - you are really helping me.

Kevin

:

Yes, I'd allow the schedule change. I'd also revisit your link logic
since
the fact that you even COULD do them out of sequence indicates
that
they
weren't in a true predecessor/successor relationship after all. This
often
happens when you've used links to try to impose a certain
sequence on
the
schedule. There may be times to do that, of course - it's a logical
toss-up
whether you work on this report or that presentation first but
the
boss
wants the report ASAP so he can take it to the board meeting -
but
for
the
most part I'd like the links mainly to model physical or logical
necessities, ie, you can't build a prototype until you've first
come
up
with
a design, you can't load the movie camera until you've gone out and
bought
some film.

I'd just delete the cancelled task unless there is a specific
reason
to
keep
it in the plan. Zeroing it makes it a milestone and that is rarely
appropriate IMHO.

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

Steve,

That did help. Just to confirm, when I enter actuals and MSP
says
that
there is a scheduling conflict (because a task was done earlier
and
out
of
sequence), I should ALLOW the conflict because it is what ACTUALLY
happened
versus what we PLANNED to happen. Right?

One other question - when we ID a task that we did NOT need at all...
is
the
best thing to do to zero out the work hours and mark it as
complete
OR
just
delete it?

Thanks, Kevin

:

K - you asked what the difference was between Start and Actual Start
and
the
answer is part of the root of your problem I suspect. The
data
tables
in
Project are database table "under the hood" and the various columns
you
see
are fields in those table. When you look at the Entry table
in
the
Gantt
chart (the default standard task list, in other words) you
see,
among
others, the Start, Finish, and Duration fields. (Think of
those
fields
as
being Scheduled Start, Scheduled Finish, and so forth.) But
when
you
change
the table (view, tables menu) to the tracking table you see columns
labeled
Actual Start, Actual Finish, Actual Duration, Remaining Duration,
Actual
Work, Remaining Work. Some other table options may show you Baseline
Start,
Baseline Finish, Baseline Duraion, Baseline Work ... Using
Start
as
an
example to keep the typing down -- Start and Actual Start (and the
others)
are not the same fields relabeled in different views - they actually
are
different fields in the database. The Start field is
calculated
by
Project - it represents the planned project as it sits at the moment.
While
you're planning, Start is a calculated value, Actual Start and
Baseline
start are empty. When you have the plan as you think you'll perform
it
the
Start field has the expected start dates of tasks, calculated
by
the
network
of links, the expected duration of each task, and the project start
date.
Hopefully you have NOT actually entered any of those dates by hand -
you're
not supposed to tell Project when you want Task X to be done -
instead,
it's
supposed to be telling YOU when Task X is going to be able to
be
done.
So Project is now displaying a schedule that it has
calculated -
it
has
looked at the start of the project and what you have told it
about
the
nature of the work and forecast the dates where tasks can
occur.
Mark
the
word "forecast" - it's an important concept and explains some of
Projects
behavior. The start and finish fields represent the forecast, the
scheduling of the latter tasks being driven by the scheduling
of
the
early
tasks. Now, the plan is ready and you're going to start work. You
want
to
preserve the plan you expected to work for future reference so you
save a
baseline. The values from the Scheduled xxx fields are copied into
the
corresponding Baseline xxx fields - baselines don't change
unless
you
explicitly force them to while the Scheduled fields will so
you
always
have
a reference point. Now Start = xxx, Baseline Start = xxx, Actual
Start
=
[empty].

Now we post some actuals - you DO NOT enter the date the task actually
started in the Start field. Instead, you record that in the Actual
Start
field. Likewise the Finish. Project does two things - it records
your
actuals AND it changes the Scheduled Start and Finish fields (the
plain
Start and Finish, in other words) to be equal to the Actuals. Why?
Because
the schedule of tasks out in the future is contingent on the schedule
of
tasks that come before them. If the earlier tasks are worked
at
times
different from what was first planned, the subsequent tasks whose
schedule
is dependent on them must be revised accordingly. But just changing
the
Start and Finish fields in the Gantt chart entry table does
NOT
tell
project what you did - it tells it you're changing what you
expect
to
do
but
you haven't done it yet. That fact that those dates you're entering
are
before today doesn't enter into it because Project doesn't
really
know
what
day it is today. So when you're halfway through the Project, the
Gantt
chart reflects two types of data - what really did take place
for
work
that
has been done, and a revised forecast for the schedule of
tasks
still
to
come, the revised schedule based on what you've told it is the actual
start
and finish of those completed tasks. So how do you know what the
original
plan was? By looking at the Baseline Start, Finish etc fields.
Because
when you enter Actual Start, Project changes the Scheduled
Start
but
it
does
NOT change the Baseline Start.

HTH

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


Thank you.

I still must be missing something.

Some of these folks are doing tasks sooner AND later than scheduled
(and
even out of order). When they do it sooner, I try to enter that
actual
start
date but many times it won't allow me, I assume because of a link
that
exists
(of course, that makes sense). However, the reality is, is
that
the
task
was
done and obviously our link was a bad assumption on our part in
planning
(or
else the task could not have already been performed).

Is my thought that tracking what we planned to do, versus what
actually
happened (however dysfuntional that is), is flawed and not a
function
of
Project?

Also, your "remaining work" comment may answer another question...

Example:
Task = draft report
Jones = 2 hours
Smith = 2 hours
Planned start = 2/21/2005
Planned end = 2/22/2005

At the end of the week on 2/18 (task is worked on earlier than
expected,
let's say due to a bad link assumption), Jones reports
putting
in 2
hours
over 2/14 to 2/18 but is NOT done. Smith put in 1 hour on
2/18
and
IS
done
with her portion.

If I try to enter the span of dates for Jones, it won't let
me
(I
assume
due
to the link). In that we had 2 hours for each and one
resource
is
done
and
one is not... can I assume the following: I need to update the
"actual
work"
field for Smith with 1 hour and when "remaining" calculates
to
"1
hour
left",
I should just blank this field and it will update the "work" field
from
2
hours to 1 hour and her portion is finished? Then, for Jones, I
need
to
enter the 2 hours as actual work and when "remaining" goes to "0
hours"
left,
I should update that field with whatever time Jones says he
has
left
(your
remaining work comment)?

Sorry for so many questions, but this is really helping me.

Thanks, Kevin

:

Hi

Your questioon has a simple answer.
Once there is an Actual Start, Start equals actual start.
Start is a value Project calculates.
Project si designed to calculate a planned schedule, not to change
past
reality as recorded.
That is why Start=Actual Start.

Another piece of advice on tracking.
Always ask for remaining work and enter that when tracking
as
well.
many very good reasons, too long to all explain.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/index.htm
32-495-300 620
"K Major" <[email protected]> schreef in bericht
Here's where I stand...

1) Tasks entered (all fixed units/non-effort driven), tasks
linked,
time
estimated, resources assigned at 100%, resources leveled

2) File has been baselined

3) Project has begun

TRACKING IS MY PROBLEM:
My approach is simply to ask each resource to let me know
on
a
weekly
basis
the date they start (on each task), the # of hours per
week
for
that
task,
and the date they finish. Of course some of my tasks have
multiple
resources
assigned - still, they each report separately and when
they
are
ALL
done,
the
WHOLE task is complete.

THEN THINGS DON'T GO AS PLANNED (as they do in any project)...
Still, all I want to do is enter the above info as it is provided
to
me
but
many, many times the dates start playing "tricks" on me.

I had assumed that my baseline would tell me the story of how
things
didn't
go as planned as compared to actuals.

So, my question is what is the difference between "Start" and
"Actual
Start"? This seems to be at the core of my problem. I
at
least
know
that
neither of these dates are the "Baseline Date".

Am I missing some basic concept here?

Help! Kevin
 
K

K Major

Sorry - I'm not sure I understand what you are telling me to do?

Jan De Messemaeker said:
Hi,

Since you keep saying "field" I think you do not enter actual work in the
cells of an actual work line in the right part of a Usage view.
Try that, I think youwill se emuch clearer.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/
+32-495-300 620
K Major said:
Jan,

I am using the "actual" work field, actual start field, and actual finish
field only.

Is something else causing the bounce?

Kevin

Jan De Messemaeker said:
Hi,

Do you use an Actual Work LINE in the task usage view or a Work LINR?
When you put all teh work in teh Actual Work line nothing bounces any more.
Actuals are not reset whtever the task type.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/index.htm
32-495-300 620
"K Major" <[email protected]> schreef in bericht
Steve,

I am entering "actuals" in the task usage view - I am using the task usage
view in stead of the tracking view because this allows me to see each
resource assigned to each task on a line per line basis (just easier to
follow in that I have some customized fields I'm working with).

I do understand the difference between duration and work. I am completely
in synch with you on this - still, just today, I had a task that was to
take
9 hours by 1 resource from 2/10 to 2/15 and the actual span turned out to
be
9 hours over 2/10 to 2/18... when I set the actual span MSP bumped the
work
hours to 21 hours? This is a fixed units/non-effort driven task.

Thanks, Kevin


:

Where are you entering the start and finish first of all - are you
entering
in the Start and Finish columns of the Gantt chart Entry table or are
you
entering in the Actual Start and Actual Finish columns of the Tracking
table? Also, I'm assuming you are aware of the difference between
duration
hours and work hours. Duration hours are the amount of working time
between
when the task begins and when it ends, whether it was filled with work
or
not. So if the task began Monday at 8am and finished Tuesday at 5pm,
it's
duration is 16 hours even if the resource only actually performed 2
man-hours of work during that time. So your tracking table entries
should
show:

Actual Start = XXXXXXX
Actual Finish = YYYYYYYY
% Complete = 100%
Actual Duration = 14.5 hours
Remaining Duration = 0 hours
Actual Work = 2 hours
Remaining Work = 0 hours

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



Thanks.

I entered some data today in the manner in which we discussed.

I have a resource that worked a total of 2 hours on a task over
SEVERAL
days
(the plan was to do it in ONE day but that did not happen). When I
try to
enter the actual start and finish span over those days - MSP tries to
bump
up
the number of work hours from 2 hours to 14.5 hours (I guess to
account
for
the larger range).

Am I doing something wrong?

I appreciate your patience on this - you are really helping me.

Kevin

:

Yes, I'd allow the schedule change. I'd also revisit your link logic
since
the fact that you even COULD do them out of sequence indicates that
they
weren't in a true predecessor/successor relationship after all. This
often
happens when you've used links to try to impose a certain sequence on
the
schedule. There may be times to do that, of course - it's a logical
toss-up
whether you work on this report or that presentation first but the
boss
wants the report ASAP so he can take it to the board meeting - but
for
the
most part I'd like the links mainly to model physical or logical
necessities, ie, you can't build a prototype until you've first come
up
with
a design, you can't load the movie camera until you've gone out and
bought
some film.

I'd just delete the cancelled task unless there is a specific reason
to
keep
it in the plan. Zeroing it makes it a milestone and that is rarely
appropriate IMHO.

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

Steve,

That did help. Just to confirm, when I enter actuals and MSP says
that
there is a scheduling conflict (because a task was done earlier and
out
of
sequence), I should ALLOW the conflict because it is what ACTUALLY
happened
versus what we PLANNED to happen. Right?

One other question - when we ID a task that we did NOT need at
all...
is
the
best thing to do to zero out the work hours and mark it as complete
OR
just
delete it?

Thanks, Kevin

:

K - you asked what the difference was between Start and Actual
Start
and
the
answer is part of the root of your problem I suspect. The data
tables
in
Project are database table "under the hood" and the various
columns
you
see
are fields in those table. When you look at the Entry table in
the
Gantt
chart (the default standard task list, in other words) you see,
among
others, the Start, Finish, and Duration fields. (Think of those
fields
as
being Scheduled Start, Scheduled Finish, and so forth.) But when
you
change
the table (view, tables menu) to the tracking table you see
columns
labeled
Actual Start, Actual Finish, Actual Duration, Remaining Duration,
Actual
Work, Remaining Work. Some other table options may show you
Baseline
Start,
Baseline Finish, Baseline Duraion, Baseline Work ... Using Start
as
an
example to keep the typing down -- Start and Actual Start (and the
others)
are not the same fields relabeled in different views - they
actually
are
different fields in the database. The Start field is calculated
by
Project - it represents the planned project as it sits at the
moment.
While
you're planning, Start is a calculated value, Actual Start and
Baseline
start are empty. When you have the plan as you think you'll
perform
it
the
Start field has the expected start dates of tasks, calculated by
the
network
of links, the expected duration of each task, and the project
start
date.
Hopefully you have NOT actually entered any of those dates by
hand -
you're
not supposed to tell Project when you want Task X to be done -
instead,
it's
supposed to be telling YOU when Task X is going to be able to be
done.

So Project is now displaying a schedule that it has calculated -
it
has
looked at the start of the project and what you have told it about
the
nature of the work and forecast the dates where tasks can occur.
Mark
the
word "forecast" - it's an important concept and explains some of
Projects
behavior. The start and finish fields represent the forecast, the
scheduling of the latter tasks being driven by the scheduling of
the
early
tasks. Now, the plan is ready and you're going to start work.
You
want
to
preserve the plan you expected to work for future reference so you
save a
baseline. The values from the Scheduled xxx fields are copied
into
the
corresponding Baseline xxx fields - baselines don't change unless
you
explicitly force them to while the Scheduled fields will so you
always
have
a reference point. Now Start = xxx, Baseline Start = xxx, Actual
Start
=
[empty].

Now we post some actuals - you DO NOT enter the date the task
actually
started in the Start field. Instead, you record that in the
Actual
Start
field. Likewise the Finish. Project does two things - it records
your
actuals AND it changes the Scheduled Start and Finish fields (the
plain
Start and Finish, in other words) to be equal to the Actuals.
Why?
Because
the schedule of tasks out in the future is contingent on the
schedule
of
tasks that come before them. If the earlier tasks are worked at
times
different from what was first planned, the subsequent tasks whose
schedule
is dependent on them must be revised accordingly. But just
changing
the
Start and Finish fields in the Gantt chart entry table does NOT
tell
project what you did - it tells it you're changing what you expect
to
do
but
you haven't done it yet. That fact that those dates you're
entering
are
before today doesn't enter into it because Project doesn't really
know
what
day it is today. So when you're halfway through the Project, the
Gantt
chart reflects two types of data - what really did take place for
work
that
has been done, and a revised forecast for the schedule of tasks
still
to
come, the revised schedule based on what you've told it is the
actual
start
and finish of those completed tasks. So how do you know what the
original
plan was? By looking at the Baseline Start, Finish etc fields.
Because
when you enter Actual Start, Project changes the Scheduled Start
but
it
does
NOT change the Baseline Start.

HTH

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


Thank you.

I still must be missing something.

Some of these folks are doing tasks sooner AND later than
scheduled
(and
even out of order). When they do it sooner, I try to enter that
actual
start
date but many times it won't allow me, I assume because of a
link
that
exists
(of course, that makes sense). However, the reality is, is that
the
task
was
done and obviously our link was a bad assumption on our part in
planning
(or
else the task could not have already been performed).

Is my thought that tracking what we planned to do, versus what
actually
happened (however dysfuntional that is), is flawed and not a
function
of
Project?

Also, your "remaining work" comment may answer another
question...

Example:
Task = draft report
Jones = 2 hours
Smith = 2 hours
Planned start = 2/21/2005
Planned end = 2/22/2005

At the end of the week on 2/18 (task is worked on earlier than
expected,
let's say due to a bad link assumption), Jones reports putting
in 2
hours
over 2/14 to 2/18 but is NOT done. Smith put in 1 hour on 2/18
and
IS
done
with her portion.

If I try to enter the span of dates for Jones, it won't let me
(I
assume
due
to the link). In that we had 2 hours for each and one resource
is
done
and
one is not... can I assume the following: I need to update the
"actual
work"
field for Smith with 1 hour and when "remaining" calculates to
"1
hour
left",
I should just blank this field and it will update the "work"
field
from
2
hours to 1 hour and her portion is finished? Then, for Jones, I
need
to
enter the 2 hours as actual work and when "remaining" goes to "0
hours"
left,
I should update that field with whatever time Jones says he has
left
(your
remaining work comment)?

Sorry for so many questions, but this is really helping me.

Thanks, Kevin

:

Hi

Your questioon has a simple answer.
Once there is an Actual Start, Start equals actual start.
Start is a value Project calculates.
Project si designed to calculate a planned schedule, not to
change
past
reality as recorded.
That is why Start=Actual Start.

Another piece of advice on tracking.
Always ask for remaining work and enter that when tracking as
well.
many very good reasons, too long to all explain.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/index.htm
32-495-300 620
"K Major" <[email protected]> schreef in bericht
Here's where I stand...

1) Tasks entered (all fixed units/non-effort driven), tasks
linked,
time
estimated, resources assigned at 100%, resources leveled

2) File has been baselined

3) Project has begun

TRACKING IS MY PROBLEM:
My approach is simply to ask each resource to let me know on
a
weekly
basis
the date they start (on each task), the # of hours per week
for
that
task,
and the date they finish. Of course some of my tasks have
multiple
resources
assigned - still, they each report separately and when they
are
ALL
done,
the
WHOLE task is complete.

THEN THINGS DON'T GO AS PLANNED (as they do in any
project)...
Still, all I want to do is enter the above info as it is
provided
to
me
but
many, many times the dates start playing "tricks" on me.

I had assumed that my baseline would tell me the story of how
things
didn't
go as planned as compared to actuals.

So, my question is what is the difference between "Start" and
"Actual
Start"? This seems to be at the core of my problem. I at
least
know
that
neither of these dates are the "Baseline Date".

Am I missing some basic concept here?

Help! Kevin
 
J

Jan De Messemaeker

Select the Task Usage View
Right-click in the right part
Select Actual Work.
E,nter Actual Work on a day to day basis.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/
+32-495-300 620
K Major said:
Sorry - I'm not sure I understand what you are telling me to do?

Jan De Messemaeker said:
Hi,

Since you keep saying "field" I think you do not enter actual work in the
cells of an actual work line in the right part of a Usage view.
Try that, I think youwill se emuch clearer.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/
+32-495-300 620
K Major said:
Jan,

I am using the "actual" work field, actual start field, and actual finish
field only.

Is something else causing the bounce?

Kevin

:

Hi,

Do you use an Actual Work LINE in the task usage view or a Work LINR?
When you put all teh work in teh Actual Work line nothing bounces
any
more.
Actuals are not reset whtever the task type.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/index.htm
32-495-300 620
"K Major" <[email protected]> schreef in bericht
Steve,

I am entering "actuals" in the task usage view - I am using the
task
usage
view in stead of the tracking view because this allows me to see each
resource assigned to each task on a line per line basis (just
easier
to
follow in that I have some customized fields I'm working with).

I do understand the difference between duration and work. I am completely
in synch with you on this - still, just today, I had a task that
was
to
take
9 hours by 1 resource from 2/10 to 2/15 and the actual span turned
out
to
be
9 hours over 2/10 to 2/18... when I set the actual span MSP bumped the
work
hours to 21 hours? This is a fixed units/non-effort driven task.

Thanks, Kevin


:

Where are you entering the start and finish first of all - are you
entering
in the Start and Finish columns of the Gantt chart Entry table
or
are
you
entering in the Actual Start and Actual Finish columns of the Tracking
table? Also, I'm assuming you are aware of the difference between
duration
hours and work hours. Duration hours are the amount of working time
between
when the task begins and when it ends, whether it was filled
with
work
or
not. So if the task began Monday at 8am and finished Tuesday at 5pm,
it's
duration is 16 hours even if the resource only actually performed 2
man-hours of work during that time. So your tracking table entries
should
show:

Actual Start = XXXXXXX
Actual Finish = YYYYYYYY
% Complete = 100%
Actual Duration = 14.5 hours
Remaining Duration = 0 hours
Actual Work = 2 hours
Remaining Work = 0 hours

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



Thanks.

I entered some data today in the manner in which we discussed.

I have a resource that worked a total of 2 hours on a task over
SEVERAL
days
(the plan was to do it in ONE day but that did not happen).
When
I
try to
enter the actual start and finish span over those days - MSP
tries
to
bump
up
the number of work hours from 2 hours to 14.5 hours (I guess to
account
for
the larger range).

Am I doing something wrong?

I appreciate your patience on this - you are really helping me.

Kevin

:

Yes, I'd allow the schedule change. I'd also revisit your
link
logic
since
the fact that you even COULD do them out of sequence
indicates
that
they
weren't in a true predecessor/successor relationship after
all.
This
often
happens when you've used links to try to impose a certain sequence on
the
schedule. There may be times to do that, of course - it's a logical
toss-up
whether you work on this report or that presentation first
but
the
boss
wants the report ASAP so he can take it to the board
meeting -
but
for
the
most part I'd like the links mainly to model physical or logical
necessities, ie, you can't build a prototype until you've
first
come
up
with
a design, you can't load the movie camera until you've gone
out
and
bought
some film.

I'd just delete the cancelled task unless there is a specific reason
to
keep
it in the plan. Zeroing it makes it a milestone and that is rarely
appropriate IMHO.

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

Steve,

That did help. Just to confirm, when I enter actuals and
MSP
says
that
there is a scheduling conflict (because a task was done
earlier
and
out
of
sequence), I should ALLOW the conflict because it is what ACTUALLY
happened
versus what we PLANNED to happen. Right?

One other question - when we ID a task that we did NOT need at
all...
is
the
best thing to do to zero out the work hours and mark it as complete
OR
just
delete it?

Thanks, Kevin

:

K - you asked what the difference was between Start and Actual
Start
and
the
answer is part of the root of your problem I suspect. The data
tables
in
Project are database table "under the hood" and the various
columns
you
see
are fields in those table. When you look at the Entry
table
in
the
Gantt
chart (the default standard task list, in other words) you see,
among
others, the Start, Finish, and Duration fields. (Think of those
fields
as
being Scheduled Start, Scheduled Finish, and so forth.)
But
when
you
change
the table (view, tables menu) to the tracking table you see
columns
labeled
Actual Start, Actual Finish, Actual Duration, Remaining Duration,
Actual
Work, Remaining Work. Some other table options may show you
Baseline
Start,
Baseline Finish, Baseline Duraion, Baseline Work ...
Using
Start
as
an
example to keep the typing down -- Start and Actual Start
(and
the
others)
are not the same fields relabeled in different views - they
actually
are
different fields in the database. The Start field is calculated
by
Project - it represents the planned project as it sits at the
moment.
While
you're planning, Start is a calculated value, Actual Start and
Baseline
start are empty. When you have the plan as you think you'll
perform
it
the
Start field has the expected start dates of tasks,
calculated
by
the
network
of links, the expected duration of each task, and the project
start
date.
Hopefully you have NOT actually entered any of those dates by
hand -
you're
not supposed to tell Project when you want Task X to be done -
instead,
it's
supposed to be telling YOU when Task X is going to be able
to
be
done.

So Project is now displaying a schedule that it has calculated -
it
has
looked at the start of the project and what you have told
it
about
the
nature of the work and forecast the dates where tasks can occur.
Mark
the
word "forecast" - it's an important concept and explains
some
of
Projects
behavior. The start and finish fields represent the
forecast,
the
scheduling of the latter tasks being driven by the
scheduling
of
the
early
tasks. Now, the plan is ready and you're going to start work.
You
want
to
preserve the plan you expected to work for future
reference so
you
save a
baseline. The values from the Scheduled xxx fields are copied
into
the
corresponding Baseline xxx fields - baselines don't change unless
you
explicitly force them to while the Scheduled fields will
so
you
always
have
a reference point. Now Start = xxx, Baseline Start =
xxx,
Actual
Start
=
[empty].

Now we post some actuals - you DO NOT enter the date the task
actually
started in the Start field. Instead, you record that in the
Actual
Start
field. Likewise the Finish. Project does two things - it records
your
actuals AND it changes the Scheduled Start and Finish
fields
(the
plain
Start and Finish, in other words) to be equal to the Actuals.
Why?
Because
the schedule of tasks out in the future is contingent on the
schedule
of
tasks that come before them. If the earlier tasks are
worked
at
times
different from what was first planned, the subsequent
tasks
whose
schedule
is dependent on them must be revised accordingly. But just
changing
the
Start and Finish fields in the Gantt chart entry table
does
NOT
tell
project what you did - it tells it you're changing what
you
expect
to
do
but
you haven't done it yet. That fact that those dates you're
entering
are
before today doesn't enter into it because Project doesn't really
know
what
day it is today. So when you're halfway through the
Project,
the
Gantt
chart reflects two types of data - what really did take
place
for
work
that
has been done, and a revised forecast for the schedule of tasks
still
to
come, the revised schedule based on what you've told it is the
actual
start
and finish of those completed tasks. So how do you know
what
the
original
plan was? By looking at the Baseline Start, Finish etc fields.
Because
when you enter Actual Start, Project changes the Scheduled Start
but
it
does
NOT change the Baseline Start.

HTH

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


Thank you.

I still must be missing something.

Some of these folks are doing tasks sooner AND later than
scheduled
(and
even out of order). When they do it sooner, I try to
enter
that
actual
start
date but many times it won't allow me, I assume because of a
link
that
exists
(of course, that makes sense). However, the reality is,
is
that
the
task
was
done and obviously our link was a bad assumption on our
part
in
planning
(or
else the task could not have already been performed).

Is my thought that tracking what we planned to do,
versus
what
actually
happened (however dysfuntional that is), is flawed and not a
function
of
Project?

Also, your "remaining work" comment may answer another
question...

Example:
Task = draft report
Jones = 2 hours
Smith = 2 hours
Planned start = 2/21/2005
Planned end = 2/22/2005

At the end of the week on 2/18 (task is worked on
earlier
than
expected,
let's say due to a bad link assumption), Jones reports putting
in 2
hours
over 2/14 to 2/18 but is NOT done. Smith put in 1 hour
on
2/18
and
IS
done
with her portion.

If I try to enter the span of dates for Jones, it won't
let
me
(I
assume
due
to the link). In that we had 2 hours for each and one resource
is
done
and
one is not... can I assume the following: I need to
update
the
"actual
work"
field for Smith with 1 hour and when "remaining"
calculates
to
"1
hour
left",
I should just blank this field and it will update the "work"
field
from
2
hours to 1 hour and her portion is finished? Then, for Jones, I
need
to
enter the 2 hours as actual work and when "remaining"
goes
to "0
hours"
left,
I should update that field with whatever time Jones says
he
has
left
(your
remaining work comment)?

Sorry for so many questions, but this is really helping me.

Thanks, Kevin

:

Hi

Your questioon has a simple answer.
Once there is an Actual Start, Start equals actual start.
Start is a value Project calculates.
Project si designed to calculate a planned schedule, not to
change
past
reality as recorded.
That is why Start=Actual Start.

Another piece of advice on tracking.
Always ask for remaining work and enter that when
tracking
as
well.
many very good reasons, too long to all explain.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/index.htm
32-495-300 620
"K Major" <[email protected]> schreef in bericht
Here's where I stand...

1) Tasks entered (all fixed units/non-effort driven), tasks
linked,
time
estimated, resources assigned at 100%, resources leveled

2) File has been baselined

3) Project has begun

TRACKING IS MY PROBLEM:
My approach is simply to ask each resource to let me
know
on
a
weekly
basis
the date they start (on each task), the # of hours
per
week
for
that
task,
and the date they finish. Of course some of my tasks have
multiple
resources
assigned - still, they each report separately and
when
they
are
ALL
done,
the
WHOLE task is complete.

THEN THINGS DON'T GO AS PLANNED (as they do in any
project)...
Still, all I want to do is enter the above info as it is
provided
to
me
but
many, many times the dates start playing "tricks" on me.

I had assumed that my baseline would tell me the
story of
how
things
didn't
go as planned as compared to actuals.

So, my question is what is the difference between
"Start"
and
"Actual
Start"? This seems to be at the core of my problem.
I
at
least
know
that
neither of these dates are the "Baseline Date".

Am I missing some basic concept here?

Help! Kevin
 
K

K Major

Jan/Steve,

Eureka - I finally got it! YEAH - it's like an epiphany. Sorry it took me
a while. Thank you both so much.

BTW - In that these hours that I am now entering on a day-to-day basis
(right side of the task usage view) seem to reside in the time-phased
assignment table - is there any way to EXPORT this info to excel on a
resource by resource basis (i.e. produce a timecard for the each resource for
the week - I would have to be able to tell it which week - maybe through a
filter)? Lastly, can I IMPORT data from an excel spreadsheet (where people
are reporting their time on a weekly basis) directly into the the assignment
table (time-phased information)?

Thanks, Kevin

Jan De Messemaeker said:
Select the Task Usage View
Right-click in the right part
Select Actual Work.
E,nter Actual Work on a day to day basis.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/
+32-495-300 620
K Major said:
Sorry - I'm not sure I understand what you are telling me to do?

Jan De Messemaeker said:
Hi,

Since you keep saying "field" I think you do not enter actual work in the
cells of an actual work line in the right part of a Usage view.
Try that, I think youwill se emuch clearer.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/
+32-495-300 620
"K Major" <[email protected]> schreef in bericht
Jan,

I am using the "actual" work field, actual start field, and actual finish
field only.

Is something else causing the bounce?

Kevin

:

Hi,

Do you use an Actual Work LINE in the task usage view or a Work LINR?
When you put all teh work in teh Actual Work line nothing bounces any
more.
Actuals are not reset whtever the task type.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/index.htm
32-495-300 620
"K Major" <[email protected]> schreef in bericht
Steve,

I am entering "actuals" in the task usage view - I am using the task
usage
view in stead of the tracking view because this allows me to see each
resource assigned to each task on a line per line basis (just easier
to
follow in that I have some customized fields I'm working with).

I do understand the difference between duration and work. I am
completely
in synch with you on this - still, just today, I had a task that was
to
take
9 hours by 1 resource from 2/10 to 2/15 and the actual span turned out
to
be
9 hours over 2/10 to 2/18... when I set the actual span MSP bumped the
work
hours to 21 hours? This is a fixed units/non-effort driven task.

Thanks, Kevin


:

Where are you entering the start and finish first of all - are you
entering
in the Start and Finish columns of the Gantt chart Entry table or
are
you
entering in the Actual Start and Actual Finish columns of the
Tracking
table? Also, I'm assuming you are aware of the difference between
duration
hours and work hours. Duration hours are the amount of working time
between
when the task begins and when it ends, whether it was filled with
work
or
not. So if the task began Monday at 8am and finished Tuesday at
5pm,
it's
duration is 16 hours even if the resource only actually performed 2
man-hours of work during that time. So your tracking table entries
should
show:

Actual Start = XXXXXXX
Actual Finish = YYYYYYYY
% Complete = 100%
Actual Duration = 14.5 hours
Remaining Duration = 0 hours
Actual Work = 2 hours
Remaining Work = 0 hours

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



Thanks.

I entered some data today in the manner in which we discussed.

I have a resource that worked a total of 2 hours on a task over
SEVERAL
days
(the plan was to do it in ONE day but that did not happen). When
I
try to
enter the actual start and finish span over those days - MSP tries
to
bump
up
the number of work hours from 2 hours to 14.5 hours (I guess to
account
for
the larger range).

Am I doing something wrong?

I appreciate your patience on this - you are really helping me.

Kevin

:

Yes, I'd allow the schedule change. I'd also revisit your link
logic
since
the fact that you even COULD do them out of sequence indicates
that
they
weren't in a true predecessor/successor relationship after all.
This
often
happens when you've used links to try to impose a certain
sequence on
the
schedule. There may be times to do that, of course - it's a
logical
toss-up
whether you work on this report or that presentation first but
the
boss
wants the report ASAP so he can take it to the board meeting -
but
for
the
most part I'd like the links mainly to model physical or logical
necessities, ie, you can't build a prototype until you've first
come
up
with
a design, you can't load the movie camera until you've gone out
and
bought
some film.

I'd just delete the cancelled task unless there is a specific
reason
to
keep
it in the plan. Zeroing it makes it a milestone and that is
rarely
appropriate IMHO.

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

Steve,

That did help. Just to confirm, when I enter actuals and MSP
says
that
there is a scheduling conflict (because a task was done earlier
and
out
of
sequence), I should ALLOW the conflict because it is what
ACTUALLY
happened
versus what we PLANNED to happen. Right?

One other question - when we ID a task that we did NOT need at
all...
is
the
best thing to do to zero out the work hours and mark it as
complete
OR
just
delete it?

Thanks, Kevin

:

K - you asked what the difference was between Start and Actual
Start
and
the
answer is part of the root of your problem I suspect. The
data
tables
in
Project are database table "under the hood" and the various
columns
you
see
are fields in those table. When you look at the Entry table
in
the
Gantt
chart (the default standard task list, in other words) you
see,
among
others, the Start, Finish, and Duration fields. (Think of
those
fields
as
being Scheduled Start, Scheduled Finish, and so forth.) But
when
you
change
the table (view, tables menu) to the tracking table you see
columns
labeled
Actual Start, Actual Finish, Actual Duration, Remaining
Duration,
Actual
Work, Remaining Work. Some other table options may show you
Baseline
Start,
Baseline Finish, Baseline Duraion, Baseline Work ... Using
Start
as
an
example to keep the typing down -- Start and Actual Start (and
the
others)
are not the same fields relabeled in different views - they
actually
are
different fields in the database. The Start field is
calculated
by
Project - it represents the planned project as it sits at the
moment.
While
you're planning, Start is a calculated value, Actual Start and
Baseline
start are empty. When you have the plan as you think you'll
perform
it
the
Start field has the expected start dates of tasks, calculated
by
the
network
of links, the expected duration of each task, and the project
start
date.
Hopefully you have NOT actually entered any of those dates by
hand -
you're
not supposed to tell Project when you want Task X to be done -
instead,
it's
supposed to be telling YOU when Task X is going to be able to
be
done.

So Project is now displaying a schedule that it has
calculated -
it
has
looked at the start of the project and what you have told it
about
the
nature of the work and forecast the dates where tasks can
occur.
Mark
the
word "forecast" - it's an important concept and explains some
of
Projects
behavior. The start and finish fields represent the forecast,
the
scheduling of the latter tasks being driven by the scheduling
of
the
early
tasks. Now, the plan is ready and you're going to start work.
You
want
to
preserve the plan you expected to work for future reference so
you
save a
baseline. The values from the Scheduled xxx fields are copied
into
the
corresponding Baseline xxx fields - baselines don't change
unless
you
explicitly force them to while the Scheduled fields will so
you
always
have
a reference point. Now Start = xxx, Baseline Start = xxx,
Actual
Start
=
[empty].

Now we post some actuals - you DO NOT enter the date the task
actually
started in the Start field. Instead, you record that in the
Actual
Start
field. Likewise the Finish. Project does two things - it
records
your
actuals AND it changes the Scheduled Start and Finish fields
(the
plain
Start and Finish, in other words) to be equal to the Actuals.
Why?
Because
the schedule of tasks out in the future is contingent on the
schedule
of
tasks that come before them. If the earlier tasks are worked
at
times
different from what was first planned, the subsequent tasks
whose
schedule
is dependent on them must be revised accordingly. But just
changing
the
Start and Finish fields in the Gantt chart entry table does
NOT
tell
project what you did - it tells it you're changing what you
expect
to
do
but
you haven't done it yet. That fact that those dates you're
entering
are
before today doesn't enter into it because Project doesn't
really
know
what
day it is today. So when you're halfway through the Project,
the
Gantt
chart reflects two types of data - what really did take place
for
work
that
has been done, and a revised forecast for the schedule of
tasks
still
to
come, the revised schedule based on what you've told it is the
actual
start
and finish of those completed tasks. So how do you know what
the
original
plan was? By looking at the Baseline Start, Finish etc
fields.
Because
when you enter Actual Start, Project changes the Scheduled
Start
but
it
does
NOT change the Baseline Start.

HTH

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


Thank you.

I still must be missing something.

Some of these folks are doing tasks sooner AND later than
scheduled
(and
even out of order). When they do it sooner, I try to enter
that
actual
start
date but many times it won't allow me, I assume because of a
link
that
exists
(of course, that makes sense). However, the reality is, is
that
the
task
was
done and obviously our link was a bad assumption on our part
in
planning
(or
else the task could not have already been performed).

Is my thought that tracking what we planned to do, versus
what
actually
happened (however dysfuntional that is), is flawed and not a
function
of
Project?

Also, your "remaining work" comment may answer another
question...

Example:
Task = draft report
Jones = 2 hours
Smith = 2 hours
Planned start = 2/21/2005
Planned end = 2/22/2005

At the end of the week on 2/18 (task is worked on earlier
than
expected,
let's say due to a bad link assumption), Jones reports
putting
in 2
hours
over 2/14 to 2/18 but is NOT done. Smith put in 1 hour on
2/18
and
IS
done
with her portion.

If I try to enter the span of dates for Jones, it won't let
me
(I
assume
due
to the link). In that we had 2 hours for each and one
resource
is
done
and
one is not... can I assume the following: I need to update
the
"actual
work"
field for Smith with 1 hour and when "remaining" calculates
to
"1
hour
left",
I should just blank this field and it will update the "work"
field
from
2
hours to 1 hour and her portion is finished? Then, for
Jones, I
need
to
enter the 2 hours as actual work and when "remaining" goes
to "0
hours"
left,
I should update that field with whatever time Jones says he
has
left
(your
remaining work comment)?

Sorry for so many questions, but this is really helping me.

Thanks, Kevin

:

Hi

Your questioon has a simple answer.
Once there is an Actual Start, Start equals actual start.
Start is a value Project calculates.
Project si designed to calculate a planned schedule, not to
change
past
reality as recorded.
That is why Start=Actual Start.

Another piece of advice on tracking.
Always ask for remaining work and enter that when tracking
as
well.
many very good reasons, too long to all explain.
HTH

--
Jan De Messemaeker
Microsoft Project Most Valuable Professional
http://users.online.be/prom-ade/index.htm
32-495-300 620
"K Major" <[email protected]> schreef in
bericht
Here's where I stand...

1) Tasks entered (all fixed units/non-effort driven),
tasks
linked,
time
estimated, resources assigned at 100%, resources leveled

2) File has been baselined

3) Project has begun

TRACKING IS MY PROBLEM:
My approach is simply to ask each resource to let me know
on
a
weekly
basis
the date they start (on each task), the # of hours per
week
for
that
task,
and the date they finish. Of course some of my tasks
have
multiple
resources
assigned - still, they each report separately and when
they
are
ALL
done,
the
WHOLE task is complete.

THEN THINGS DON'T GO AS PLANNED (as they do in any
project)...
Still, all I want to do is enter the above info as it is
provided
to
me
but
many, many times the dates start playing "tricks" on me.

I had assumed that my baseline would tell me the story of
how
things
didn't
go as planned as compared to actuals.

So, my question is what is the difference between "Start"
and
"Actual
Start"? This seems to be at the core of my problem. I
at
least
know
that
neither of these dates are the "Baseline Date".

Am I missing some basic concept here?

Help! Kevin
 

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