Scheduling for Home Builders With Microsoft Project

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ISBN: 9780867186789 | 086718678X
Cover: Paperback
Copyright: 1/1/2012

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Your company's ability to complete a high-quality home on time and within budget is your most important asset. Don't let scheduling problems destroy it. Master project scheduling and you'll lower overhead and boost profits. Create efficient schedules to monitor and control construction progress using Microsoft Project 2010. You'll produce more projects with the same management staff and fewer headaches in the field and the back office. This book will help you schedule your next project with confidence and ease.

Acknowledgments	p. xi
About the Authors	p. xiii
Introduction	p. 1
Introduction to Scheduling	p. 5
Benefits of Scheduling	p. 5
Estimates and Schedules	p. 6
Communication	p. 7
Tasks	p. 7
Phases	p. 8
Milestones	p. 8
Gantt Charts and Reports	p. 8
Rough Logic Diagram	p. 9
Measuring Success	p. 11
Creating the Microsoft® Project Schedule	p. 13
Creating and Opening Microsoft® Project Files	p. 14
Gantt Chart	p. 16
Views	p. 18
Adjusting the Timescale	p. 20
Entering Task Names	p. 21
Entering Task Duration	p. 22
Entering Milestones	p. 25
Entering Task Links	p. 27
Identifying Critical Tasks	p. 35
Entering Sort/Filter/Group Tasks	p. 36
Schedule Options	p. 40
Knowing the Basics	p. 41
Managing Resources and Costs	p. 43
Controlling Resources	p. 43
Cash Flow	p. 45
Two Types of Schedule	p. 45
Creating Resource Lists	p. 45
Assigning Costs to Resource Lists	p. 52
Assigning Resources/Costs to Tasks	p. 56
Adding Resource Notes	p. 59
Managing Resources Efficiently	p. 61
Monitoring and Updating the Schedule	p. 63
Updating the Schedule	p. 63
Copying the Schedule	p. 64
Setting Baselines	p. 66
Project Information Dialog Box	p. 70
Recording Progress	p. 72
Selecting the Status Date	p. 77
Modifying the Schedule	p. 80
Knowledge is Power	p. 81
Updating Task Resources and Costs	p. 83
Updating Project Resource and Cost Information	p. 83
Comparing Baseline Costs with Actual Costs	p. 84
Recording Actual Expenditures	p. 84
Analyzing Costs	p. 91
Splitting Tasks	p. 93
Understanding Cost Details	p. 95
Generating Reports	p. 97
Communicating the Schedule	p. 97
Executing Prints and Copies	p. 98
Viewing Print Area	p. 98
Projects Tab Reports Button	p. 106
Editing Custom Reports	p. 117
Copying Reports	p. 127
Using Reports to Communicate	p. 127
Glossary	p. 129
Index	p. 133
Figures
Introduction
View at 1600 × 1200	p. 2
View at 1024 × 768	p. 3

Gantt chart	p. 9

A blank project file in Gantt chart view	p. 14
File menu	p. 14
Templates for creating new schedules	p. 15
Project information dialog box	p. 16
Gantt chart default view	p. 17
Save As dialog box	p. 17
Gantt chart	p. 18
View tab	p. 19
Timescale drop-down menu	p. 20
Timescale dialog box	p. 21
Task ID, Name, and Duration columns	p. 22
Task drop-down menu	p. 24
Recurring Task Information dialog box	p. 25
Pour Slab task selected to place milestone before it	p. 26
New milestone inserted	p. 26
Milestone activity named	p. 27
Linking tasks using the link button	p. 27
Task dependency dialog box	p. 28
Linked tasks displayed on Gantt chart	p. 28
Linking the Clear Site and Under Slab Plumbing tasks	p. 30
Task Details form	p. 31
Choosing the task dependency type	p. 32
Task dependency dialog box	p. 33
Go To dialog box	p. 34
Task dependency: lag and lead time	p. 35
Gantt chart with critical path	p. 36
Sort options	p. 37
Sort levels	p. 37
Filter options	p. 38
Group options	p. 39
Project options	p. 40
Project Options dialog box	p. 41

Resource Sheet view	p. 46
Resource type	p. 47
Material unit of measure	p. 48
Group field	p. 49
Max. Units field	p. 50
Std. Rate and Ovt. Rate fields	p. 50
Std. Rate field for concrete	p. 51
Resource Information dialog box (General tab selected)	p. 52
Varying rates for different time periods	p. 53
Fixed Cost field	p. 54
Gantt chart	p. 55
Adding a Cost column to the Gantt chart	p. 56
Opening the Assign Resources dialog box	p. 56
Assigning resources	p. 57
Assigning resources to multiple tasks with the Ctrl key	p. 58
Adding Notes	p. 59
Notes tab	p. 60
Note icon	p. 60

Save As function	p. 65
Set Baseline dialog box	p. 67
Set Baseline dialog box-Set interim plan	p. 68
Set Baseline dialog box copy menu	p. 69
Project Information dialog box	p. 71
Project Statistics report	p. 71
Update Tasks	p. 72
Update Tasks dialog box (pre-update)	p. 73
Update Tasks dialog box (pre-update) showing calendar	p. 73
Update Tasks dialog box (after update)-Clear Site	p. 74
Update Tasks dialog box (pre-update)-Building Layout	p. 75
Update Tasks dialog box (after update)-Building Layout	p. 75
Building Layout task in Gantt chart (after update)	p. 76
Update Tasks dialog box (pre-update)-Prepare Slab for Pour	p. 77
Project Information dialog box	p. 78
Progress Lines	p. 79
Progress Lines dialog box	p. 79
Progress Lines dialog box with Baseline plan selected	p. 80
Updated Gantt chart	p. 80

Accessing the Cost table	p. 85
Cost table	p. 85
Task Usage view	p. 87
Actual Cost field	p. 87
Accessing the Tracking Gantt view	p. 87
Tracking Gantt view	p. 88
Cost Table-Building Layout-Total Cost	p. 89
Task Usage View-Building Layout-Work Hours	p. 89
Building Layout (after update)	p. 89
Prepare Slab for Pour (before update)	p. 90
Cost Table-Prepare Slab for Pour-Total Cost	p. 90
More Tables dialog box	p. 91
Earned Value table	p. 92
Building Layout task	p. 94
Split Task dialog box	p. 94
Split Task dialog box	p. 94
Split Task results	p. 94

View tab	p. 98
Page setup	p. 99
Page scaling	p. 99
Preview of Gantt chart	p. 100
Printer selection	p. 100
Calendar view-zoom	p. 101
Gantt chart view	p. 102
Network diagram view	p. 103
Task usage view	p. 103
Tracking Gantt view	p. 104
Resource graph usage view	p. 104
Resource sheet view	p. 105
Resource usage view	p. 105
More Views	p. 106
More Views dialog box	p. 106
Accessing the Reports dialog box	p. 107
Reports dialog box	p. 107
Overview Reports dialog box	p. 108
Critical Tasks report	p. 109
Selecting the Current Activities report	p. 109
Current Activities dialog box	p. 110
Tasks in Progress report	p. 110
Selecting Costs reports	p. 111
Cost Reports dialog box	p. 112
Cash Flow report	p. 112
Accessing assignments reports	p. 113
Assignment reports dialog box	p. 114
Who Does What report	p. 114
Accessing workload reports	p. 115
Workload reports dialog box	p. 115
Resource Usage report	p. 116
Accessing custom reports	p. 117
Custom Reports dialog box	p. 118
Task Report Definition tab	p. 118
Text button	p. 121
Text Styles dialog box	p. 122
Task Report Details tab	p. 123
Sort tab option	p. 124
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