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MS Project Tutorial 5 How to Update a Schedule
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- Опубліковано 8 сер 2024
- In this tutorial we go over how to update a schedule. This includes setting a baseline, entering a status date, using the tracking Gantt chart and entering actual start and finish dates including the mark on track function.
If you enjoyed this video click subscribe. You may also like the short selection of videos below. In particular video 6 is a follow up to updating. I am continuously updating my site and comments and your experiences using MS Project are welcome.
MS Project Tutorials
• Tutorial 1 Introduction: • MS Project Tutorial 1 ...
• Tutorial 2 Calendars & Columns • MS Project Tutorial 2 ...
• Tutorial 3 How to Maneuver • MS Project Tutorial 3 ...
• Tutorial 4 Resources and Costs • MS Project Tutorial 4 ...
• Tutorial 5 Updating a Schedule • MS Project Tutorial 5 ...
• Tutorial 6 Recovering a Schedule • MS Project Tutorial 6 ...
• Tutorial 7 Adding a Change • MS Project Tutorial 7 ...
• Tutorial 8 File Saving Protocol • MS Project Tutorial 8 ...
• Tutorial 9 No Open Ends • Three ways to avoid op...
MS Project Made Easy
Tutorial 1 • MS Project Made Easy T...
Tutorial 2 • MS Project Made Easy T...
Thank Mr. Stephenson for such an in-depth, precise and concise toturial, I have learned a lot here, greatly appreciated !
I am watching the entire playlist on MSP and I want to thank you for making it so easy to follow with all the tips included! Also thank you for linking the information with Primavera. Great tutorial!
Thanks Arti, I’m happy they are helping you!
Thank you Tom for such good crisp tutorials. Your method of explaining the topic is good and easy to follow.
As always thanks Sanjay for the kind words
Hi Tom i have been using your tutorials learning MS projects and now I have confidently started using this software in my daily job may God bless you a lot, love from Rwanda❤❤❤
Tom’s tutorial is the best MS Project I came across in my 40 years Project Management carrier.
Hi Wajid, thank you, I appreciate your kind words and the wisdom you must have with that much experience yet you continue to learn on UA-cam. That is an example for everyone to learn from. All the best!
Yours is by far the best tutorial on the subject that I have come across. Many thanks
Glad it was helpful! Many more on my channel under the MS Project playlists
4:29 minutes into the video and i am hooked already. Thanks for making such a comprehensive videos for us new to PM
Thanks Masood, I’m glad the videos help you.
Such a fantastic tutorial. Tom really explains it well with logic. Very easy to understand. Its like attending a live class in a University with a great Professor. Thanks a lot Tom.
Thanks Amit, it is always nice to hear that my videos are helping people like yourself. Very appreciated! All the best.
Hello dear Tom, I gotta say that you probably have got the easiest way to make things understandable with a crystal clear explanation of each and every small topic within a bigger topic. Good job on that!
Thank you Randeep, that is what I attempt to do whenever possible. I find it takes a while to find an easy and memorable way of describing things but when I find it, it is very satisfying when people like you give confirmation feedback. Thanks again!
@@TomStephensontraining Hi Tom, it is great to hear from you. Yes that’s true...it’s important to find a crystal clear explanation for a topic out of so many videos for a single topic in UA-cam and when we find videos like how your are making.. makes our understanding a bit more interesting and easier!
this video is outstanding. Thank you so much for your generosity in sharing your knowledge.
Happy to help
Those views = $$
just started a new job as a Project Manager at a construction company after several years at a consulting firm and this video was super helpful as I had a project handed over to me that is a complete mess and I had to learn to update the schedule. Kudos!
Glad it helped, click subscribe and there are more under th MSPROJECT playlist with more to come
@@TomStephensontraining I spent all night watching your other videos. Good stuff!
I really find it very well detailed and well manoeuvred, well lectured and powerful as well as friendly and engaging.
Very appreciated Reza, im glad it helped and was engaging. Your kind comments provide me with motivation for more
Thanks for this tutorial. It is easy to understand yet thorough and well-presented
Thanks so much Barivure
You are the best Tom. Most proffesors complicate things but u make it look like cutting magerine with a hot nife. May God bless u ajd your family
Thanks Phillip, I really appreciate you taking the time for the kind words.
Your videos of MSP are all well explained and on point. Thanks for sharing.
Thanks Ranel, very Appreciated!
This was a great tutorial, helped me out a lot. Thanks for your time creating it
Glad it helped! Check out Ms Project Tutorial 6 which is the follow up on recovery. It is listed under the MS Project Tutorials Playlist on my UA-cam channel.
Another great tutorial - I wish I had come across this channel a while ago. Please keep them coming! :-)
Thanks, will do!
I wish the same
Good tutorial, very helpful indeed. It’s my first time using MSP and I must say I’m more comfortable now to use it going forward, thank you so much.
Wonderful Charmaine!
Precious tutorial. Thanks for keeping it to the point. MPP is like a cockpit control center .. several buttons and controls; all are useful, but need to know which one to press when :)
Thanks Shariq, good anology. Glad the videos help you!
As always, I enjoyed this tutorial as well....Thank you very much!
Thanks Nky. Very appreciated
Thanks you for your tutorials, and the way you explain the things for us.
You are welcome Abdelhak, all the best on your learning journey
Thank you so much for creating this tutorial!
Thanks for watching, plenty more on my channels playlist. Much appreciated
Very informative video Tom , and you explained it so well.
Thanks Amit very appreciated
Hi Tom, I am glad I was able to find your vide on Yourtube. I was one of your students in Construction Management from 2012-2016.
Great ti hear from you Massari , what are you up to in your career?
@@TomStephensontraining Thank you Tom! Worked for EllisDon for a while and now work for another GC building high-rise condos in Burlington.
Really good video, Thanks for sharing knowledge
Thanks Suraj
i found out what i was looking, thanks for making understanding that simple
Great!
This video really helpfull! thanks for ur clear explanation.
Thank You!
Thank you. Very helpful and clear.💯👌👏
Great Darren, keep on learning!
Really good way much better than on my uni course , thanks Tom
Great I’m glad it helps, lots more on my channel Msproject playlists
Amazing tutorial! thank you Tom.
Thanks Sebastian, very appreciated
Thank you very much sir for very useful tutorial.
You are more than welcome Thiri
Excellent for sharing .
Thanks Leonel!
Amazing explanation - This Great Job , Its been very helpful,
Thanks Rajesh
Excellent tutorial…and example is really relatable…cleared my doubts on baselining and schedule updates
Learned alot thanks Tom!💯💯👍👍
Thanks for watching, I’m glad the videos help you
This video is great very helpful!
I’m glad it helped you Omar, thanks for the kind words
Thanks for this tutorial.very helpful
Excellent! Check my playlists for ms project the course. I have it setup that you can download files from google drive to follow along.
Good video and really helpful. Thanks
Glad it was helpful!
Excellent Explanation..keep it up.
Thanks Harish, check out the playlist ms project the course you can download the practice files for each video from drive
Very good , Simplified
Glad you liked it!
thanks and appreciated for your valuable
time for uploading this video.1T likes 👌👍
Thanks Anish, I’m glad they help you
Great explaination!!!
Thanks so much Cynthia!
Dear Mr. Tom, I find your content very interesting and useful. I appreciate how you teach us with your experience. There's just one thing missing - the files for each lesson. I would greatly appreciate it if you could upload them so that we can gain more benefits. Thank you.
Hi thanks, check my playlists, click on my face below the video then select playlists, there is a playlist called ms project the course, those videos are updated and includ a link in the written description of each video. All the best
Thank you everythin g is clear now!!
Great glad it helped
Well presented, sir.
Thanks John, very appreciated
Thanks a lot Sir...really help me
Most welcome
Thank you sir!
You are welcome!
Amazing!
Thanks so much Amal
Thank you Mr Tom.
You are very welcome
It was really helpful.
Thanks so much
Hi Tom,
Do you have any fragnet tutorial video?
Can't thank you enogh! Really really helpful!
Great Bruno, fyi i have a playlist on my channel with lots of details Microsoft Project videos if you need more help
awesome
Thanks
Tom, great video. Quick question after you complete your first update. When beginning second update, would I use the most recent updated file? I believe that is what I would need to do, but I am guessing that I would not reset the baseline, only update the status date and update the necessary line items. Is this correct?
Yes quite right unless you were behind in the update and did a recovery file. In that case you use the recovery file to do the next update. IF you subscribed to my UA-cam channel check out the msproject playlist and it should make sense under the file naming protocol video number 8 as i recall
Hello Mr Stephenson
I would like to ask how do you check variance in terms of percentages
Hi Afi, As far as I know there is not a calculated column for that. Let me know if you find one
Great tutorial. The remaining activities are showing planned dates to the left of the status date, which is not good. It is recommended to use "Update Project" function and "Reschedule non-started tasks".
Thanks for the feedback
Can you explain further please?
This is a nice lecture . How can get the rest of videos ? Could you please attach the link? Thank U.
Hi Taha,
Click on subscribe and if you go to the MS Project Playlist (I have many other videos on Construction Mgmt, so you may just want the MS Project videos) you will see all the other videos for MS Project. I plan to be putting more videos up this semester as I'm teaching a cost control course and using MS Project.
Here are the links in case you still have problems finding them, but as I said once you subscribe it is easy for you to find these and new lectures.
• Tutorial 1 Introduction: ua-cam.com/video/2lxOnohHSwg/v-deo.html
• Tutorial 2 Calendars & Columns ua-cam.com/video/tuCrTKMPu_Y/v-deo.html
• Tutorial 3 How to Maneuver ua-cam.com/video/M0Z6m4mWApU/v-deo.html
• Tutorial 4 Resources and Costs ua-cam.com/video/FjCBCwD5Kzw/v-deo.html
• Tutorial 5 Updating a Schedule ua-cam.com/video/YtTYfXA1b58/v-deo.html
• Tutorial 6 Recovering a Schedule ua-cam.com/video/ENTWTIDYkfQ/v-deo.html
• Tutorial 7 Adding a Change ua-cam.com/video/LIrPbndPiPU/v-deo.html
• Tutorial 8 File Saving Protocol ua-cam.com/video/XJSF5T4Eogc/v-deo.html
All the best!
Tom
Hello Tom, this is is quite insightful and you have simplified this more than anyone I know. A quick clarification: In the course of my project, will it be standard to populate the tracking screen with the actual start and finish dates for progressively for the various tasks, prior to a specified 'status date' for general schedule update.
Thanks for the kind words Ray. And the answer to your question is yes, and if something did not start move it to a new planned date to the right if the status date so you can also see the impact that it has on the critical path.
Such a great tutorial! Is there any chance that we can get this lecture file where we are able to work simultaneously. Much appreciated.
Hi sorry I missed this. Check my playlists for ms project the course and i have start point files that you can download from google drive listed in the description
Hi Tom, When do we use % complete and % physical complete in updating our schedule? Do we use one of them or both of them based on the situation in the project.
Generally percent physical complete comes in if you are using earned value analysis. It looks at the physical side eg if you have 500 blocks laid out of a 1000 is 50 physical complete the other is time or duation
Many thanks Tom. Your videos are very insightful!
Can we input ÷ complete for planned and physical ÷complete for actual. Meaning can a task be complete 50÷ (%complete) with respect to the duration but physically it is 30÷ completed (physical %complete)? If yes which of the % will be used to calculate the actual cost spent?
Also If this is right to be inputted in tracking chart with variance screen, then can we also adjust the dates to suit the actual while considering the overall critical path?
The other question is how do we input milestone payments to align with the resource sheet cost calculation for subs. Example: say we pay in 3 milestone payments to a particular sub (deposit 20÷, midway 50÷, then after work 30%). How does this fit into the resource sheet cost per use (end) that calculates cost automatically?
Good video I wonder if you have a video for comercial metal and drywall blue print
Not yet but it is a good idea
Nice
Thanks Rakesh!
@@TomStephensontraining Welcome🎉 Sir
Thanks a lot, Mr. Tom .. after setting the baseline when am trying to make a mark on track it didn't work..what could be the problem?
You need to set a status date and highlight all activities and then mark on track. It will only update the activities to the left of the status date. Thanks for watching
Hello sir,
Very good morning. You are doing great job . I am just now started as a Planning Engineer. I have a question, how can I find my planned percentage? We are updating the project activities what are the activities are completed and ongoing activities. How can find how much percentage I should completed in the particular date. Please explain
Hi Johnson the tracking table should help you. Also using mark on track. Check my playlists for updating videos usually videos 6 and 7 have material on that
Please, Do you have a video about weekly and monthly reports?
I have on cash flow but you are right i will put one together
Hi tom. Awesome videos. Can you share the files used?
Not yet but soon as I figure that part out on my webpage
Hi Tom. I have a question regrading the update process.
1) Scenario: if the activity didn't started on time and it is behind the status date. Should we first try to adjust the relationship between activities for instance inserting a lag which will move activity first avalaible day after the status date or we should use this "move" option? That confuses me a bit because the "move" option automatically puts a constraint which impact on the critical path.
2.scenario
we have activities that started earlier than expected. The predecessor is in progress, but the following one had a FS relationship. Is it better to use a SS+lag or should we implement a negative lag?
Thank you in advance for sharing your knowledge.
I wanted to ask,how can i show on the gantt chart the late start and finish of each task without changing the critical path?
You can show it on the schedule table also under format Tab just below the critical path checkbox you can select to show a dark line that is the late start finish.
@13:30 You tried inputting an early actual start date. When you set the duration as 10 days, MS project got rid of the actual start. After you input 100%, MS Project automatically inputted dates that were different than what you wanted. This is a problem i am facing when ever I try to input an early start date to my tasks. Could you please clarify what is the best way to do it?
Good catch Ahmad, I suspect if I had changed the duration first or just did actual start and actual finish it would not have done that, but i need to check myself. I plan to start doing videos that answer specific questions like yours so I will include this. Also just to let you know don’t be surprised if sometimes Project acts a little buggy, usually it is not the program but sometimes it is, in those cases there is usually a work around. The more you understand how the program works the easier the work around is. I’m always learning something new myself with this. That’s why I like questions like yours. Have a great day.
Hi Ahmad,
Check my most recent UA-cam posting on MS project update problems. I think it will help in a few ways.
Thank you Tom, Y can up file MPP for me
Sorry I don’t have for this one but if you go to my playlist and check for MS Project the course a download link is listed in the video descriptions so you can follow along
What do you do in a case where you did not set a baseline and the project has already ran for 3 months?
Hi Gerome,
If you have the original file baseline it and update to current date. If not baseline from today and update and recover using file naming protocols. Check out my playlists and look for Ms Project the course you can download practice files and use as you follow along. You can start at the updating video.
Hi Gerome,
If you have the original file baseline it and update to current date. If not baseline from today and update and recover using file naming protocols. Check out my playlists and look for Ms Project the course you can download practice files and use as you follow along. You can start at the updating video.
Hi Gerome,
If you have the original file baseline it and update to current date. If not baseline from today and update and recover using file naming protocols. Check out my playlists and look for Ms Project the course you can download practice files and use as you follow along. You can start at the updating video.
@@TomStephensontraining could you provide a link for the above mentioned, that is the playlilst, files and updating video
how to calculate the overall project planned % and actual progress %
Are you looking where the information is? It is in the tracking screen. Or are you asking how they are calculated? If so ill try to answer in another video
Hi Mr Stephenson,
Could you please check and explain what happens here:
While updating a task around minute 13:40, bringing the starting date of a task 1 day ahead (changing it from 10/10/19 to 09/10/19) and then increasing the duration of the same task by one day, the moment the duration is increased and entered the start date changes and jumps ahead to the original date of 10/10/19 (at minute 13:47); so it does not reflect what you needed it to reflect. Can you please advise the reason? Is it the software bug? or is it something that you needed to do to make sure the change happens the way you wanted it... I'm having this issue a lot, changing a date and changing the duration and one would override the other...
Appreciate your advice.
Kind regards
I have the same question - appreciate any clarification you can provide @Tom!
Ah sorry, I see you've answered this in another thread and point to newer videos. Will look there.
Doesn't Precedences deny setting actual start dates previous to start dates?
Actuals are actual dates so you can enter them. If a relationship changed in real life then change it in the update.
@@TomStephensontraining You mean that that precedence needs to be changed.
how to calculate the planned % Actual % of the project
Are you looking where the information is? It is in the tracking screen. Or are you asking how they are calculated? If so ill try to answer in another video
Sir Primavera P6 Tutorials with same tutoring quality are requested please.
Perhaps when I get time.
Thanks for watching
Hello Mr Tom, are you there? i really need your help
What’s up?
can we communicate via email, so i can send you what i did and you can correct me please.
how can i contact you tom
Hi Alberta, check out www.TCIC.ca i teach msproject live online at different times