Documentos de Académico
Documentos de Profesional
Documentos de Cultura
Practicas Avanzadas Con MS Project
Practicas Avanzadas Con MS Project
Administracin de Proyectos en MS
Project
Ivn Carlos Rivera Gonzlez, PMP
Pregunta:
Cuntos de los asistentes tienen un dominio
real de los temas de administracin de
proyectos?
Aclaraciones
Conceptos Bsicos
Conceptos bsicos
PROYECTO: esfuerzo temporal emprendido para crear un
producto o servicio nico.
Conceptos bsicos
PROYECTO
FASES
FASE n
FASE 1
ACTIVIDADES
www.altransdb.com
Conceptos bsicos
Alcance, WBS, OBS, RAM
www.altransdb.com
Conceptos bsicos
Ejemplo de WBS
WBS (Work Breakdown Structure)
Proyecto MGPI
PROYECTO
PROYECTOMGPI
MGPI
1.
1.
CONCEPTOS
CONCEPTOS GENERALES
GENERALES
1.1
1.1
DEFINICIN
DEFINICIN PROCESOS
PROCESOS
1.2
1.2
DEFINICIN
DEFINICINPROCESOS
PROCESOSFASE
FASE11
1.2.1
1.2.1
Revisin de Conceptos
1.1.2
Generacin de Documento de Conceptos Bsicos
1.1.3
GESTIN
GESTINDE
DE PROYECTO
PROYECTO
1.1.4
1.1.4
Planificacin
1.1.4.01
Control Integral de Proyecto
1.1.4.02
Control de Cambios
1.1.4.03
Control de Documentacin
1.1.4.04
Control de Recursos
1.1.4.05
Control de Riesgos
1.1.4.06
CLASIFICACIN
CLASIFICACIN P.I.
P.I.
1.3
1.3
Clasificacin de Proyectos Internos
1.3.1
Generacin Plantillas Documentacin
1.3.2
DEFINICIN
DEFINICINPROCESOS
PROCESOSFASE
FASE22
1.2.2
1.2.2
DEFINICIN
DEFINICINPROCESOS
PROCESOSFASE
FASE33
1.2.3
1.2.3
GESTIN
GESTINDE
DE PROYECTO
PROYECTO
1.3.4
1.3.4
GESTIN
GESTINDE
DE PROYECTO
PROYECTO
1.2.4
1.2.4
Planificacin
1.2.4.01
Control Integral de Proyecto
1.2.4.02
Control de Cambios
1.2.4.03
Control de Documentacin
1.2.4.04
Control de Recursos
1.2.4.05
Control de Riesgos
1.2.4.06
www.altransdb.com
Planificacin
1.3.4.01
Control Integral de Proyecto
1.3.4.02
Control de Cambios
1.3.4.03
Control de Documentacin
1.3.4.04
Control de Recursos
1.3.4.05
Control de Riesgos
1.3.4.06
Conceptos bsicos
Ejemplo de OBS
PROYECTO XXXX
Gestor de la
Cuenta
Gestor de
Proyecto
Nombre
Nombre
Oficina Tcnica
Oficina de Proyecto
Nommbre
Nombre
Coordinador Despliegue
Gestor Logstica
Nombre
Nombre
Calidad
Diseo de
Red
Nombre
Nombre
Formacin
Supervisor Obra Civil
Nombre
Supervisor Instalacin
BS
Supervisor Instalacin
CPE
Nombre
Nombre
Ingeniera
Nombre
Nombre
Soporte Tcnico
Nombre
Supervisor rea
Supervisor rea
Supervisor rea
Gestor de
Subcontratacin
Nombre
www.altransdb.com
Gestor de
Documentacin
Nombre
Conceptos bsicos
Ejemplo de RAM
OBS
WBS
AB
Codif. 1.1
CR
AH
Fase 1
1.1.1
Actividad 1
1.1.2
Actividad 2
1.1.3
Actividad 3
www.altransdb.com
RA
LG
LM
ED
Conceptos bsicos
Procesos de Gestin: relacin entre ellos
Procesos
Planificacin
Procesos
Inicio
Procesos
Ejecucin
Procesos
Control
Comienzo
Procesos
Cierre
www.altransdb.com
Fin
Conceptos bsicos
Procesos de Gestin: evolucin en el tiempo
Nivel de
Actividad
Tiempo
www.altransdb.com
Why?
Objectives
What?
Products
When?
Milestones
Who?
Responsibilities
Where?
How?
Approach
How Much?
Whereas
Assumptions
WBS
Te suena conocido?
Desglose (Tcnica)
Una Tcnica de planificacin que subdivide el
Alcance del Proyecto y los entregables del proyecto
en componentes ms pequeos y ms fciles de
manejar, hasta que se defina el trabajo con detalle
suficiente para poder respaldar la ejecucin, el
seguimiento y el control del trabajo.
Entregable
Cualquier producto, resultado o capacidad de
prestar un servicio nico y verificable que
debe producirse para terminar un proceso,
una fase o un proyecto.
WBS
La WBS organiza y define el alcance total del
proyecto.
Tipos de WBS
WBS Orientada a Verbos.
Orientada a tareas que definen los
entregables.
Acciones que debern realizarse para
producir los entregables.
La primer palabra es generalmente un
verbo.
Tipos de WBS
WBS Orientada a Sustantivos.
Define el trabajo del proyecto en
trmino de componentes fsicos o
funcionales.
La primer palabra de los elementos son
sustantivos.
Son llamadas Estructura de Desglose de
Productos.
Estn orientadas de acuerdo a la
definicin del PMI.
Tipos de WBS
WBS Orientada a Fases.
Es utilizada en proyectos largos.
Descompone el proyecto en fases para agrupar
las actividades.
Otros tipos
Representacin de la WBS
Estructura de rbol
Representacin de la WBS
Horizontal
Representacin de la WBS
Central Mapa Mental
Representacin de la WBS
Tabulador
Herramientas
Existen muchas herramientas para realizar una
WBS, la mas original y de menor tecnologa es:
Utilizar lpiz y papel
Seguimiento y Control
Control de Cambios
Verificacin del alcance.
Ejecucin
Inicio
Planeacin
Alcance
Estimacin del costo, tiempo
Identificacin de Riesgos
Cierre
Referencia para el cierre de
etapa o proyecto.
Validacin del cumplimiento
de los entregables.
Planeacin
WBS
Inicio
Project Charter
Asigna la autoridad
Overview
Project Information
Project Defaults
Project Defaults
Project Calendars
Parntesis
Saber cuando estn disponibles los
recursos
41
Parntesis
Hay dos tipos de calendarios
Base: para todo el proyecto
Por recurso.
42
Task Name
% Complete
Duration
Work
Start
Finish
Resources
Tasks
Summary Tasks
Subtasks
Task Types
Fixed units tasks where the resources are a fixed value &
changes to the amount of work or the duration do not affect
the resources
Fixed work tasks where the amount of work is a fixed value
& changes to the duration or the number of resources do not
affect the work.
Fixed duration (recommended) tasks where the duration is
a fixed value & changes to the work or the resources don't
affect the duration.
Effort Driven the duration of a task shortens or lengthens as
resources are added or removed from a task while the effort
(work) remains the same.
Task Types
Task Information
Task Information
Milestones
Task Duration
When entering task durations, enter the
amount of time expected to complete the task
Duration abbreviations
M = Minutes
H = Hours
D = Days
W = Weeks
M = Months
Task Constraints
Field dependencies
Constraint types
As late as possible
As soon as possible
Finish no earlier than
Finish no later than
Must finish on
Must start on
Start no earlier than
Start no later than
Task Dependencies
Predecessors
Finish to Start (FS default)
Start to Finish (SF)
Start to Start (SS)
Finish to Finish (FF rarely used)
Exercise 3
Setting constraints, durations and
predecessors
Resources
Resource types
Entering resources
Assigning resources to a task
Entering Resources
Best done after tasks are entered and linked
Assign names and work effort for each
individual
Duration is the length of time the task will
take to complete, entered in days
Work is the amount of effort needed to
complete the task, entered in hours
Exercise 4
Entering Resources
Tracking
Base lining the project
Entering actual information
Exercise 5
Base lining
Tables
Filters and Groups
Tracking Gantt
Custom Views
Views are made up of
Tables
Filters
Groupings
Tables
A table is the actual spreadsheet presentation
of the rows and columns
It stores which fields you see and how the
columns are ordered
Tareas recurrentes
Step 1: In the Task Name field, click the row where you want the recurring task to
appear.
Step 2: On the Insert menu, click Recurring Task.
Step 3: In the Task Name box, type the task name.
Step 4: In the Duration box, type or select the duration of a single occurrence of
the task.
Step 5: Under Recurrence pattern, click Daily, Weekly, Monthly, or Yearly.
Step 6: To the right of Daily, Weekly, Monthly, or Yearly, specify the task frequency.
Step 7: Under Range of recurrence, type a start date in the Start box and then
select End after or End by.
If you selected End after, type the number of occurrences for the task.
If you selected End by, type the date you want the recurring task to end.
Step 8: Click OK.
Tip
To view all instances of a recurring task in a task view, click the plus sign next
to the main recurring task.
Tareas Programadas
Asignacin de Recursos
Abrir un proyecto.
ALT+F11 Arranca el Visual Basic Editor
Herramientas / Macro / Visual Basic Editor
Sub WriteToATextFile
Sub WriteToATextFile
'first set a string which contains the path to the file you want to create.
'this example creates one and stores it in the root directory
MyFile = "c:\" & "whateveryouwant.txt"
'set and open file for output
fnum = FreeFile()
Open MyFile For Output As fnum
'write project info and then a blank line. Note the comma is required
Write #fnum, "I wrote this"
Write #fnum,
'use Print when you want the string without quotation marks
Print #fnum, "I printed this"
Close #fnum
End Sub
Sub writemyproperties()
Option Explicit
Sub writemyproperties()
'This macro exports all the built-in and custom project properties
'to a text file. It lists the index of the property, the name and the value.
'It demonstrates the use of a simple error handler to skip the errors that
'occur when a property is not defined or used.
'Copyright Jack Dahlgren, Feb 2002
Dim MyString, MyFile As String
Dim fnum, myIndex As Integer
Dim myProj As Project
Dim skipme As Boolean
'set location and name of file to be written
MyFile = "c:\" & ActiveProject.Name & "_properties.txt"
skipme = False
'set and open file for output
fnum = FreeFile()
Open MyFile For Output As fnum
'write project info and then a blank line
Write #fnum, "Built In Properties"
Write #fnum,
myIndex = 1
Set myProj = ActiveProject
While myIndex <= myProj.BuiltinDocumentProperties.Count
On Error GoTo ErrorHandler
MyString = (myIndex & ") " & myProj.BuiltinDocumentProperties(myIndex).Name & ": " & myProj.BuiltinDocumentProperties(myIndex).Value)
If Not skipme Then
Write #fnum, MyString
End If
myIndex = myIndex + 1
skipme = False
Wend
Write #fnum, "-----------------------------------------------"
Write #fnum,
Write #fnum, "Custom Properties"
Write #fnum,
myIndex = 1
While myIndex <= myProj.CustomDocumentProperties.Count
On Error GoTo ErrorHandler
If Not skipme Then
MyString = (myIndex & ") " & myProj.CustomDocumentProperties(myIndex).Name & ": " & myProj.CustomDocumentProperties(myIndex).Value
Write #fnum, MyString
End If
myIndex = myIndex + 1
skipme = False
Wend
Close #fnum
ErrorHandler:
skipme = True
Resume Next
End Sub
Sub indentme()
'This macro adds or removes a number of leading spaces
'for each task name so that reports
'will show tasks as being indented
'"indentme" adds leading spaces to task names
'"unindentme" removes leading spaces from task names
'Copyright Jack Dahlgren, March 2002
'Version History
'May 22, 2003 - moved unindent functionality into main macro
'
- added ability to input number of spaces interactively
Sub indentme()
Dim t As Task
Dim ts As Tasks
Dim spaces, padding As String
Dim i, j As Integer
Set ts = ActiveProject.Tasks
'Ask user how many spaces they want
spaces = InputBox("Enter the number of spaces to indent" _
& Chr(13) _
& "Leave Blank to remove leading spaces")
'Go through all non-blank tasks
Sub summaryname()
Sub summaryname()
'This Macro will create the entire "Path"
'to a specific task by adding together the
'names of all the parent tasks. It is useful when
'you have many commonly named substasks and want to
'know where in the heirarchy they reside.
'As written, this places the "path" in the
'Text12 custom field. You could alternately put this into
'the task name field itself, however that may make the names
'rather long
'Copyright Jack Dahlgren, March 2002
Dim mystring As String
Dim mytask As Task
Dim myoutlinelevel As Integer
myoutlinelevel = 1
While myoutlinelevel < 10
For Each mytask In ActiveProject.Tasks
If Not (mytask Is Nothing) Then
If mytask.OutlineLevel = myoutlinelevel Then
mytask.Text12 = mytask.OutlineParent.Text12 & " | " & mytask.Name
End If
End If
Next mytask
myoutlinelevel = myoutlinelevel + 1
Wend
End Sub
Sub allgreen()
Sub allgreen()
'This macro shows how to set a barstyle depending on a certain
'value in the text5 field. Right now the case statement is
'commented out, so it will make all of your tasks green
'If you comment out the green line, this macro is useful
'to clear any custom formatting that you may have applied to
'specific tasks.
'Copyright Jack Dahlgren, Feb. 2002
Dim t As Task
For Each t In ActiveProject.Tasks
'Select Case LCase(t.Text5)
'Case "gn"
GanttBarFormat TaskID:=Task.ID, Reset:=True
'comment out this line if you don't want all the tasks green
GanttBarFormat TaskID:=Task.ID, MiddleColor:=pjGreen, StartColor:=pjGreen,
EndColor:=pjGreen
'Case Else
'End Select
Next Task
End Sub
Sub SetRecurringTasks()
'
'
'
'
'
'
'
'
Sub SetRecurringTasks()
Dim t, one As Task
Dim ts As Tasks
Dim HowOften As String
Dim oStart As Date
Set t = ActiveSelection.Tasks(1)
Set ts = t.OutlineChildren
HowOften = InputBox("Please enter how often you want this to occur _
(use days as units)", "Enter Frequency")
oStart = t.Start
For Each one In ts
one.Start = oStart
oStart = oStart + HowOften
Next one
End Sub
Sub ReadyToStart()
Sub ReadyToStart()
'This macro will filter to show only tasks that have
'all of their predecessors at least 80% complete
'and which are not already marked complete themselves
'copyright Jack Dahlgren, March 2002
Dim t, pt As Task
For Each t In ActiveProject.Tasks
If Not t Is Nothing Then
If Not t.Summary Then
t.Flag1 = False
If t.PercentComplete = 100 Then t.Flag1 = True
For Each pt In t.PredecessorTasks
If pt.PercentComplete < 80 Then
t.Flag1 = True
End If
Next pt
End If
End If
Next t
FilterEdit Name:="ImReady", TaskFilter:=True, Create:=True, OverwriteExisting:=True,
FieldName:="Flag1", test:="equals", Value:="No", ShowInMenu:=False, ShowSummaryTasks:=False
FilterApply Name:="ImReady"
End Sub
Gracias!
Ivn Carlos Rivera Gonzlez
contacto@ivanrivera-pmp.com
http://ivanrivera-pmp.com