Transcription
Schedule Management PlanRevised 05.05.11
EDR Project – FTB FSR 08-05Schedule Management PlanRevised 05.05.11Document InformationRevision HistoryVersion No.Version 1.0Version 2.0Version 3.0Date ofRelease12/21/0909/01/1005/05/11AuthorPurposeTina Semon Baseline DocumentTina Semon Regularly Planned Review/UpdatesTina Semon Updates based upon new processesQuality Management ReviewThis document has been reviewed by the following people.NameEDR PMO TeamDate09/01/10Carlos Zamarripa, Kem Musgrove, Marlene White, Bryan Rau09/01/10EDR PMO Team03/30/11Marlene White, Bryan Rau, Jon Schlussler05/06/11Kem Musgrove06/07/11Page 1
EDR Project – FTB FSR 08-05Schedule Management PlanRevised 05.05.11Table of ContentsSchedule Management Plan . 11.0 Introduction . 22.0 Scope . 22.1Scope Considerations . 32.2Planning and Scheduling Policies . 32.3Integration with Other EDR Processes . 33.0 Definitions . 54.0 Objectives . 55.0 Roles and Responsibilities . 76.0 Schedule Planning . 106.1Overview of EDR Planning Methodology . 106.2EDR Roadmap . 106.3Dependency Chart. 116.4Work Breakdown Structure (WBS) . 116.5Schedule Structure . 116.6Schedule Definition. 116.7Cross-Schedule Integration . 126.8Resource Balancing. 136.8.16.8.26.9Roadmap Updates . 13Scheduling Guidelines . 14Major Project Milestones . 14Communication . 157.0 Schedule Maintenance . 157.1Baseline Schedule Data. 167.2Actual and Planned Schedule Data . 168.0 Schedule Tracking . 17Page 2
EDR Project – FTB FSR 08-05Schedule Management PlanRevised 05.05.119.0 Schedule Reporting . 179.1Step 1 – Input Actuals . 199.2Step 2 - Acceptance of Time Sheets . 199.3Step 3 - Earned Value Analysis . 199.4Step 4 – PMO Schedule Maintenance. 209.5Step 5 – Milestone Level Changes. 209.6Step 6 – Present Recommendations . 209.7Step 7 – Monthly Project Status . 2010.0 Progress Reporting. 2110.1 EDR Task Status reports . 2110.2 Time and Schedule Variance reports . 2110.3 Monthly Status Report . 2211.0 EDR Schedule Integration . 2212.0 Earned Value Definitions and Formulas . 24Schedule Desk Reference Manual - Version 1.4 . 2613.0 About This Document . 3113.1 Purpose . 3113.2 Scope . 3113.3 Assumptions and Constraints . 3113.4 Acronyms . 3113.5 Document Maintenance . 3214.0 Schedule Management Overview . 3314.1 Introduction . 3315.0 Schedule Development. 3415.1 Approval for New Schedule. 3415.2 Subproject Schedule Development Process . 3415.3 Schedule Development Tools . 35Page 3
EDR Project – FTB FSR 08-05Schedule Management PlanRevised 05.05.1115.4 Schedule Guidelines . 3515.4.1 Define Schedule Related Risks, Issues and Assumptions . 3515.4.2 Define the Subproject WBS . 3615.4.3 Estimating Tasks . 3915.4.4 Synchronizing Custom Content . 4015.4.5 Define Task Types . 4115.4.6 Set Network Logic. 4115.4.7 Linking Tasks . 4115.4.8 Set Lag or Lead Time . 4215.4.9 Schedule Constraints. 4215.4.10 Schedule Deadlines . 4315.4.11 Create Schedule Milestones . 4315.4.12 Custom Fields, Tables, Flags, and Views. 4315.5 Linking New SubProject Schedule Into Master Schedule . 015.5.1 WBS Renumbering . 015.5.2 Naming the Subproject . 015.5.3 Inserting the Subproject Schedule . 015.6 Resource Pool . e Pool Linking . 1Update organizer . 1Update and Refresh Sharer Files . 1Archiving resource pool . 2Assign Resources . 2Adding Resources to the Pool . 3Assign a Project Calendar . 315.7 Schedule Baselines . 415.7.1 Initial Baseline . 415.7.2 Update Existing Baseline . 415.8 Create Master Schedule Structure. 515.8.115.8.215.8.315.8.4Master Project Schedule (MPS) . 5Master Integration Project Schedule (MIPS) . 7Characteristics of a Master Schedule . 7Maintaining the Master Schedule File . 716.0 Schedule Tracking . 816.1 Overview . 816.2 Generating Bi Weekly Update Spreadsheets . 816.3 Updating the Bi Weekly Update Spreadsheets . 916.4 Make Preliminary Schedule Updates. 1016.5 Variance Analysis and Mitigation . 1116.6 Archiving Summary Tasks within Schedules . 1216.7 Archiving the Current Master Schedule . 1216.8 Creating the Master Schedule . 13Page 4
EDR Project – FTB FSR 08-05Schedule Management PlanRevised 05.05.1116.9 Critical Path . 1316.9.1 View the Critical Path . 1416.9.2 View a Single Critical Path for Multiple Projects . 1516.9.3 View Multiple Critical Paths in a Single Project. 1517.0 Schedule Reporting . 1617.1 Introduction . 1617.2 Schedule Status Reports . 1617.3 Schedule Quality Assurance Metrics . 1718.0 Schedule Quality Control . 1918.1 Introduction . 1918.1.1 Schedule Quality Check Points . 1918.2 Schedule Artifact Maintenance . 2019.0 Appendices . 2119.1 Appendix A – WBS Dictionary. 2119.2 Appendix B – PMI Scheduling Standards Checklist . 2419.3 Appendix C – MS Project 2007 Shortcuts . 2419.4 Appendix D – Schedule Abbreviations/Acronyms . 24Page 5
EDR Project – FTB FSR 08-05Schedule Management Plan1.0Revised 05.05.11IntroductionThe purpose of the Schedule Management Plan is to document the approach forplanning and managing the complex schedules of the EDR Project. Planning andscheduling play a critical role in the project from the time the project starts through thelif
deviations are found. This project uses the proven methodology of Cost and Schedule Management also known as “earned value” to measure the progress of the plan versus the initial estimates. This Schedule Management Plan is a living document and is reviewed quarterly as part of the Project Management Plan (PMP) review. Revisions are made as process
