Project Guide - Time location with PLANER ET PROFESSIONAL 2011

Transcription

1 Project Guide - Time location with PLANER ET PROFESSIONAL 2011 Description This Guide summarizes operational way, the steps and most important functions to carry out a complete cycle of management of programming time location of a project, with software PLANER ET professional view Does the project guide can activate and have view on the screen through the PLANER ET Professional program option: Menu /? (Help) / Guides / Project - Professional Guide, or also in Menu / View / Project Guide time location. Important.-If you is owner of a PLANER ET Professional license, and wants it to behave as the standard rather than professional version, you must select it as soon as possible, from the menu option / Tools / Options...Work in standard mode. The standard version, usually used by the departments of studies and tender, has restricted much of the professional version functions relating to the calculation of the programming and management of the tracking of projects, such as estimates of current quantity, output of team by day, remaining quantity, relations of precedence, etc., as well as the engine of calculus that allows obtaining the dates scheduled on the basis of CPM (critical Path method), slacks and other project information that is commonly used in the management and tracking by the heads of project Recommendation- Use Standard mode to plans of summary or directors of various projects, in which you want to import information keeping the programming of the different file dates origin without intended to be modified. Version prof eng Febrero 2012 Página 1

2 Table of contents Not all the points described below are necessary to carry them out and when they are optional it says in the explanation. Neither requires precisely maintain the sequence of steps that are listed in the content of the Guide. 1. Create the project from a template or open an existing one 2. Specify the general information about the project 3. Establish the reference image of the time location diagram 4. Define the distribution of the diagram on the paper 5. Draw background gridline 6. Create the tree of activities of the project 7. Estimate quantity and output 8. Allocate resources to activities 9. Calibrate the reference image 10. Capture or write the coordinates of the activities 11. Format activities 12. Link activities 13. Formatting resources 14. Page setup for printing 15. To format the labels of the activities 16. Save a baseline 17. Tracking of the project 18. Reschedule the delayed work 19. Print 20. Economic Planning Version prof eng Febrero 2012 Página 2

3 1. Create the project from a template or open an existing Menu / File / New... Start his new from an existing template project, as the attached concerning the different paper sizes from A4 to A0 horizontal or vertical, and even personalized and save lot of time with pre-defined formats of gridlines, scales, fonts, etc. gaining also some spectacular appearances. Version prof eng Febrero 2012 Página 3

4 2. Specify the general information about the project Menu / Project / Project Information / Summary Enter the Title of your project, as well as the Start date. Verify that the Status date is white if still not updated any update tracking. Version prof eng Febrero 2012 Página 4

5 3. Establish the reference image of the time location diagram Menu / Project / Project Information/ Time Location/ General Choose the orientation of the diagram type Time-Location for horizontal projects (road, via conduction, urbanization, Drawing of plant, etc.) or Location-Time to vertical (building height, elevation, etc.) Select the file reference image that you want to insert the diagram jpg, bmp, gif, etc. marking Image File and looking for its location. If you want to use files dwg should convert them previously to another image as jpg, bmp, png format,... If you want to design an image in the own diagram with Planer Et, select the radio button Create new image and then display the Drawing toolbar (button Drawing toolbar) from the screen of the Time - Location diagram, to design a custom image. Finally write the Unit length to be used in scales and quantities of distances. Version prof eng Febrero 2012 Página 5

6 4. Define the distribution of the diagram on the paper Menu / Project / Time Location / Page Choose the most appropriate distribution of the size of the margins, header, image, legend, footer or box. Please press the button set to automatically calculate the area reserved for the reference image, in order to maintain their share and prevent loss of quality in the imported file. Version prof eng Febrero 2012 Página 6

7 5. Draw background gridline Menu / Format / Gridline Location and Time It may represent up to four lines (Primary, Secondary, Tertiary and Quaternary) at the bottom of the diagram, different type or configuration (thickness, style, and color) and for different Intervals, for both the axis of time and distance. The order in which lines are drawn with your overlaps goes Quaternary to Primary. If you wish you can deselect the line for display later. If you initially chose a template, you will have already a design of gridline that you can change to your liking. 6. Create the tree of activities of the project Version prof eng Febrero 2012 Página 7

8 From the window of Time - Location create the list of the activities the project with the help of the buttons the vertical toolbar Optionally can import Planer or even Microsoft Project activities from the screen entry of activities through Menu / view / input of activities, using the corresponding buttons of import. When you import a file select marking on dark tone the activities you want to transfer to your project and drag with the left mouse button pressed to the left of the tree of activities window. Mark with tics all activities and summary activities of the list that will work on your project. Version prof eng Febrero 2012 Página 8

9 You can select or deselect the entire list using button button Copy. Check which is below the Also can create fictitious repetitive activities with the button corresponding very quickly, in order to Paste the actual description about them in the Activities Table from the screen of the diagram. Click OK to return to the screen of the Time - Location diagram. 7. Estimate quantity and output Double click on the activity tab Estimate From the space-time diagram, select an activity from the list and double click on it, and in the Estimate tab enter the Remaining quantity (Rem. Qty) (even in days), Unit and Remaining Output (Rem. Output) per team per day to calculate the Remaining Duration (Rem. Dur.) scheduled. In the case of introducing the duration remaining, Planer Et calculated output on basis of remaining quantity. Version prof eng Febrero 2012 Página 9

10 Choose the Activity type (Act. Type) among: Effort (scheduled duration shortens with more resources), Interval (the length remains independent in the number of allocated resources) and Lapse (the activity duration extends automatically between his predecessor and his successor). By default displays Effort. Enter in the fields Constraint and Date those forced dates that have been imposed and affect scheduling the task. By default it appears As soon as possible. It can also enter and even paste estimation data through tables of activities in Menú / View / Tables / Activities / Quantity and output. Finally is also possible to schedule the dates and duration of the activity graphically on the screen when you drag the figure or its edges with the mouse pointer after pressing the button Edit on the toolbar, recalling he should turn it off as soon as there is finalized the Edition. This operation generates in the activity a constraint of type Start No Earlier Than start date corresponding in the diagram. In addition, a change in duration to the stretch or contract figure in time translates into an automatic adjustment of the output of the activity. Version prof eng Febrero 2012 Página 10

11 8. Allocate resources to activities Double click on the activity General tab With the button Allocate resource from the display of the Time - Location diagram, it is possible to assign a resource to an activity, stretch, or selected summary activity, even the sublevels that contains. If you prefer, can select from the tree of activities an activity or summary activity and a double click on it to edit the field Resource on the General tab. Type in this field the names of a new resource allocated or select it from the dropdown list and click Ok to exit. The allocation of the resource is optional and limited to a single resource name by activity or summary activity. If you have imported the activities for an Ms Project file, the activities imported display automatically allocated resource tasks origin. You can also create and assign resources through tables of activities and resources in Menu/View/Tables. Through the format for each resource, you get customize the appearance of the activities and summary activities at the Time - Location diagram! Version prof eng Febrero 2012 Página 11

12 9. Calibrate the reference image Menu / Format / Calibrate Image If the reference image corresponds approximately to a longitudinal layout, enter the current coordinates of two points captured with the mouse on the image, to calibrate the measurement of space. Do it without expand or reduce the zoom during capture points. If your image does not correspond approximately with a linear development, you can capture the location of start and finish of the activity by clicking on the top window image, possible calibrations independent. To independent calibration, the program will ask if you want to keep the figures of the locations of the activities introduced with previously if any, or recalculate on the basis of the new calibration. Version prof eng Febrero 2012 Página 12

13 10. Capture or enter the coordinates of the activities Double click on the activity tab General From the screen of the Time - Location diagram, select an activity or summary activity of the tree of activities and a double click on it to manually enter the point of start and finish of the General tab, or either a point of start or finish and length. Alternatively to write, can capture on the image the two coordinates by clicking the button Measure activity (compass) of the toolbar and select two points of start and finish or vice versa (according to the direction of execution) of the top or side image reference. Version prof eng Febrero 2012 Página 13

14 It can also introduce and even paste the coordinates through activities in Menu/ View/ Tables or by clicking the button Data tables on the toolbar. If you have included activities of other files like Microsoft Project or Planer ET can import automatically the coordinates via Menu / Tools / Import data...positions (Number15 and Number16 custom fields if it comes from Microsoft Project) Finally is also possible to modify the coordinates and location of the activity graphically on the screen by dragging its edges with the mouse pointer or the figure once clicked the button Edit on the toolbar and disable it as soon as there finalized the Edition to avoid mistakes Version prof eng Febrero 2012 Página 14

15 11. Format activities Double click in the activity Format Select with a tick in the tree of activities from the screen of the diagram those activities and/or summary activities to display in the diagram. Help is if want you the button Mark located under that Save to select and deselect the entire project or a set of activities, according to the summary activity is located. Version prof eng Febrero 2012 Página 15

16 From the tab Format of the form of the activity, choose any of the forms: Line, Rectangle, Triangle or Rhomboid the activities represented in the diagram, even the Layer in which you want to put it, with 0 being the default layer. Note. - Press the button layers introduced. Update if you want to see the diagram with the new Also can decompose the activity in as many stretches as necessary through the button Split activity on stretches (scissors) at any point in the area of the image (upper window) corresponding to the selected activity, or creating them directly with the button Insert stretch and inserting data on the respective tab. Hide or delete the stretches unnecessary and configure its programming based on resources in the section Plan stretches of the Format tab of the form of the activity. Through the button Change direction, you can specify the execution mode of the activity or stretch selected in the diagram or in the tree: left to right or vice versa, convergent in V, overlapping with two teams, etc. Also can introduce and even copy and paste these features of some activities to others through the tables in Menu / View / Tables / Activities / Style. Version prof eng Febrero 2012 Página 16

17 12. Link activities Double click on the activity Links / Predecessors tab Version prof eng Febrero 2012 Página 17

18 From the screen of the time-location diagram, select in the tree or in diagram, an activity and double click on it to enter all their dependencies with the rest of the project, through the Links tab Predecessors. From the time-location diagram screen, select an activity from the tree or in the diagram, and double click on it to enter all its dependencies with the rest of the project, through the tab Links Predecessors. Browse all activities asking for all the conditions to be met so that the activity can start to run (predecessors). Then create a link on the Predecessors tab for each condition, specifying the activity on which it depends (predecessor), the link type from among the possible five: Finish- Start (activity cannot start before the end of predecessor), Start-Finish (activity cannot finish before the start of predecessor), Start-Start (activity cannot start before the end of predecessor,) Finish-Finish (activity cannot end before the end of predecessor) and Dual (double condition SS+FF), and the postposition of advancement or delay in the programming of the link days or natural, both in quantity, quantity %, etc. The successors are created in addition, so at this point can ignore initially. Version prof eng Febrero 2012 Página 18

19 Note.- Linking summary activities is not permitted. Also can be way more convenient when you are familiar, introduce and even paste links data through tables of activities in Menu / View / Tables / Activities / Predecessors successors. Note.- In the table F=Finish I=Start ; Example:FI=Finish-Start Graphically can create a link Finish-Start without postposition by first selecting the diagram or in the tree an activity, then press the button Link activities of the toolbar, to finally select in the tree or in the diagram the successor of the link activity. It is possible to edit or delete a link in the diagram by double clicking on the line of the link. Finally check that all activities have at least one successor to the end of the activity, and if it does not, analyze if it is correct. Version prof eng Febrero 2012 Página 19

20 13. Formatting resources Double click on the resource From the screen of the Time - Location diagram, choose from the tree of activities a resource allocated to an activity or summary activity and make a double click on it to configure the format and appearance of all the activities in which the resource is allocated. You can change the description of the resource that will appear in the diagram and the the legend by modifying the text of the Label. You can also not be displayed in the diagram TL any activity in which it is allocated, by checking the option Hide Resource. Similarly, you can hide or display a discontinuous or line Sequence which links consecutively at the time the activities allocated to the resource, well as the option to display or not the name of the resource in the Legend to print the diagram. The button of the resource form lets you customize the width of the line or frame of the form, type of line, style of filling (solid, hollow, striped pattern, etc.) and color. You can also enter and even copy and paste these features to other resources through the tables of the Menu/ View/ Tables/ Resources/ Resource sheet. Note.- The user may have created templates without activities but with resources configured with a specific format. Planer Et identify same resources by the Name of the resources field. Version prof eng Febrero 2012 Página 20

21 Page setup for printing Menu / format / Time - Location diagram Configure different design opportunities to display and print the information of the Time - Location diagram from Menu / Format / Time Location diagram and review the Page and Format tabs to edit the options. Version prof eng Febrero 2012 Página 21

22 You can set the Scale of the edges of the diagram are shown to preview. Include if you want to image files of logos and other titles in the definition of the Header and Footer. Design your custom Box to include at the bottom of the paper if you have selected previously to include this option in the tab Page of this form. Finally choose other design options of the diagram as Hide links, Display milestones in green (activities with duration = 0 days), etc. from Menu / Tools / Options. Note. - Include milestones in the scheme of the project activities as auxiliary activities, not time-consuming to monitor or attract the attention of important moments of the project such as Project start and Project end to facilitate task dependencies or even represent auxiliary areas in the diagram between 2 milestones members of a summary activity that groups. Version prof eng Febrero 2012 Página 22

23 14. To format the labels of the activities Double click in the activity Format tab Through the mouse and with the help of selected button Edit activity and label you can drag, expand and shrink the label on the diagram. Similarly the button Rotate label can also rotate the text. Turn off both buttons at once end to avoid errors. Version prof eng Febrero 2012 Página 23

24 From the Format tab of the form of the activity or stretch (double click to access) can Hide the label on the diagram, define a Format of Font orientation, size and color., including It is also possible to return to position it in the center of the shape of the activity with the button Center label. If you wish it is possible to set the tag in the current location by pressing the option Anchor on the Format tab, rather than move linked to the form. Use the button Copy format to assign the label properties activates the rest of the labels you pasting one by one. Also can introduce and even copy and paste these labels formats to others through the tables of the option of Menu / View / Tables / Activities (or Stretches) / Label form, or by clicking the button Data tables on the toolbar. Version prof eng Febrero 2012 Página 24

25 15. Save a baseline Menu / Tools / Baseline For those projects that are going to make a tracking of the implementation, you can create a baseline before updating the data of the new period through the Menu/ Tools / Baseline, in order to compare the variation of dates and duration between the current plan and the baseline in the Variation tab of the activity, either on the corresponding table. Version prof eng Febrero 2012 Página 25

26 Previously select the baseline with which to compare the current plan, in Menu / Project / Project information. 16. Tracking of the project Version prof eng Febrero 2012 Página 26

27 When performing the project tracking, can be represented in the diagram the past period by entering the Status date or update in Menu / Project / Project information. In Menu / Format, you can change the color and appearance of both the background of actual and the status date line. Version prof eng Febrero 2012 Página 27

28 From the Tracking tab of the form of the activity you want to update, enter the Actual quantity to origin, the Actual start and the Actual finish if the activity is complete, and the Actual quantity to origin until the status date and the Actual start if you have not completed. Enter 0% % Actual quantity to erase all existing data from the activity. Version prof eng Febrero 2012 Página 28

29 It can also select the field "Update remaining updated actual", in which case enough to write only the remaining quantity and Planer will calculate the actual quantity. Review the rest of the fields related to programming such as Output, Total Quantity, Updated (Y/N), observations on the Notes tab, etc. To facilitate the task of monitoring the project, you can display the Tracking toolbar in Menu / View / Toolbar / Tracking. Can also update the tracking data from a table in Menu / View / Tables / Activities / Tracking... Version prof eng Febrero 2012 Página 29

30 17. Reschedule the delayed work Menu / Tools / reschedule delayed work. After completion the update of the activity State date or revision, please Reschedule the delayed work of such activity selected after the Status date with the Menu / Tools / Tracking / Reschedule after de Status Date, or also by clicking the button corresponding to the toolbar Tracking. This same rescheduling can be done on all the activities at the same time positioning itself in the name of the project and clicking the appropriate option. 18. Print Menu / File / Print Version prof eng Febrero 2012 Página 30

31 To print the Time - Location diagram, click the button Print or Preview from the screen Time-Location, then press again print which is shown in the bottom of the preview window and choose the Device of printing, the Paper size and the number of Copies. You can also save the printout to a file with different formats by pressing the button at the bottom of the screen in the preview. The zoom bar of the preview allows you to scale the image before printing. In versions of Planer Et evaluation is not possible to print or save to file the printed output. If a file is created with an evaluation version of Planer Et cannot print, even when opening with a registered version. In this case, if desired, please contact EPM CONSULTANTS and support services. The formats of temporal or distance scale will come automatically given in the language applied in the user's operating system, regardless of language Et Planer. Note.- Generate the diagram format pdf if you have the corresponding driver. Save In addition you can export to Excel and HTML format regardless of the data tables available through the buttons that are displayed there. Version prof eng Febrero 2012 Página 31

32 19. Economic Planning Menu / View / Economic Planning From the option Menu / View / Economic Planning, or simply by clicking on the tab Economic Planning along with the Time - Location on the toolbar, you can access the corresponding window. Version prof eng Febrero 2012 Página 32

33 Double clicking on the activity name in the outline shows the form of economic data. Enter if you like the Price of sale and the Price of cost at the level of the Remaining of the activity, even of a summary task by selecting in the bottom of the form Summary activity data, rather than Totalize sublevels option. If you want to change the percentage monthly linear distribution or the amount calculated by Planer Et for the activity, you can override these values for each of the months displayed in the form, columns of O.E.B. (Sale) and D.C. (Direct Cost) of the Remaining tab. Click OK to recalculate the changes. Version prof eng Febrero 2012 Página 33

34 To change the style of the Gantt bars of Summary activity and Activity, as well as text labels that can display beside to the toolbar, select the Menu / Format / Gantt chart... Version prof eng Febrero 2012 Página 34

35 To choose the Economic concepts that can be included at the bottom of Gantt, select Menu / Format / Economic view. Check Month and / or Accu to the field you want displayed and the order in which you want to appear on the screen / report. You can also insert formulas that relate other concepts, through the Calculated tab of the same form. If you print the Gantt, previously choose the activities you want to include marking the square of the outline of the project displayed in the left side of the window of Economic Planning. To set the Header or the Footer of the report chooses Menu / Format / Gantt chart. Finally select Menu / File / Print or Preview, which is display the image of printing, before asking the paper size you want to print. Finally click the Button to print from the preview. Version prof eng Febrero 2012 Página 35

36 Finally is also possible to export to Excel, the sale and the cost monthly and cumulative by activities or total project, through the function buttons included in view of the Economic Planning. Version prof eng Febrero 2012 Página 36

37 Version prof eng Febrero 2012 Página 37