Notes

To create Project Calendar

ToolsChange working timeNew, type name of the calendar. Select Make copy of
standard and click on Ok.
To set a Non-working day into a working day (make Saturday working), Click on the label of
Saturday and select Non-Default working time
To change the working times of the day/s: Select the days by clicking on the day labels, and edit
the From and To times. (From 9:00 am, To 6:00 pm, lunch break from 1:00 pm to 2:00 pm)
To set the holidays in the calendar: Select the day in a month of a year and click on Nonworking
time. Diwali Holidays: 13, 14, 15 November, Christmas: 25th December, 26th January
Set the changes in option: Set the same start and end times as that of calendar. Set the hours per
day and hours per week based on the calendar times.
Assign the calendar
Assign project calendar to Project: ProjectProject Information, Select the calendar in
Calendar option.
Assign the project calendar to Bar Chart: FormatTime Scale Non-working time, select the
calendar in the Calendar option. (Other option to open the time scale: Double click on time
scale, right click on time scale)
To set the project start date: ProjectProject Information, Select the project start date in the
Start Date option.
To change the Date Format: ToolsOptionView, Select the desired date format form the
Date Format option.
To set the general information of the project: FilePropertiesSummary
Exercise 1: Create Project, Calendar, Assign Calendar and Set Project Start date and general
information
Create a new project with following details
Calendar
Name: roadcal
Working days: 6 days, Monday to Saturday
Working Time: From 8 am to 5 pm, No lunch break
Hours per day = 9 hours
Hours per week = 54
1

Other Holidays: 25th December, 26th January

Project
Project Name: Nasik Road
Contractor: Shirke and Company
Project Start Date: December 2013
Assign RoadCal to Project Information and Gant Chart.
To Create the Work Breakdown Structure (WBS)
The WBS can be created using the outline tools such as Indent or Outdent. Every summary item
is a WBS and the last level items under a summary item are the tasks.
To add sub task/wbs: keep the cursor below the task. InsertNew Task or press Insert Key on
the key board. Type the name of task in the blank rows, select the task and indent using Indent
Outdent tools on the Format tool bar or. ProjectOutlineIndent or Outdent.
Linking the Tasks
1. Using Task Information: Select the task to which the predecessor has to be assigned,
ProjectTask Information Predecessor, Select the preceding task from the list.
Relationship type (FS, SS, FF, SF), lead/lag can also be added here.
2. From the Bar Chart: Point the preceding task to get a 4 head arrowed cursor and drag
and drop the chain on the succeeding task. Point the relationship line between the tasks
and double click to open the Edit Relationship dialog box and edit the relationship.
3. From the table: Enter the task ID under the predecessor column for a task with the
relationship symbols such as FS, SS, FF, SF. Put a comma between tasks IDs for
multiple predecessors.
Critical Task, Floats, Forward and Backward Schedules
1. To format the task bar to show critical tasks: FormatGantt Chart Wizard Next
Critical Finish Format Exit
2. Critical tasks will be changed into red color and normal tasks will remain in blue color.
3. To view schedule and floats: ViewTableSchedule
Project Network
To view the network: ViewNetwork Diagram
To customize the information to be displayed on the boxes of the network: FormatBox
Styles, Select the type of tasks from Style setting for list and apply the data template from Data
template list
To create a new data template: FormatBox StylesMore templateNew. Set the number of
rows and columns up-to 4 from Cell Layout, and select the data fields to be displayed from the
Choose Cell(s) table.
2

Exercise 2: Summary task, Early and Late Schedules, Critical Path, Floats
(Note: Continue the Road project in Exc. 1)
Create the following summary tasks and sub tasks as given below.
Site Clearance
Clearing and Grubbing
Dismantling Structures
Cutting of Trees
Excavation
In all types of soil
Ordinary Rock
Hard Rock
Construction of Embankment
Construction of Subgrade with approved material
Subbase and Base coarse
Construction of GSB
Construction of WMM
Construction of DLC
Construction of Bituminous coarse
Providing and laying Primer Coat
Providing and laying Tack Coat
Providing and laying DBM
Providing and laying Bituminous Concrete
Construction of Culvert
Earthwork
Backfilling
Providing Filter media
PCC M-25 for foundation and other works
Road Appurtenanences
Supplying and Fixing Traffic Sign Boards
Pavement Marking
Providing Mile stones
Drainage works
Finish
Link the tasks with the details given below.
ID

Task

1
2
3
4
5

Site Clearance
Clearing and Grubbing
Dismantling Structures
Cutting of Trees
Excavation

Duratio
n

Predeces
sor

5d
2d
2d

2
2

6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30

1.
2.
3.
4.

In all types of soil

Ordinary Rock
Hard Rock
Construction of Embankment
Construction of Subgrade with approved material
Subbase and Base coarse
Construction of GSB
Construction of WMM
Construction of DLC
Construction of Bituminous coarse
Providing and laying Primer Coat
Providing and laying Tack Coat
Providing and laying DBM
Providing and laying Bituminous Concrete
Construction of Culvert
Earthwork
Backfilling
Providing Filter media
PCC M-25 for foundation and other works
Road Appurtenanences
Supplying and Fixing Traffic Sign Boards
Pavement Marking
Providing Mile stones
Drainage works
Finish

10d
10d
15d
25d
15d

3
3
3
8,6,7
9

10d
10d
5d

10
12
13

5d
5d
5d
3d

12
16
17
18

2d
1d
1d
4d

3
21
22
22

1d
2d
1d
3d
0d

19
26
27
24
28,29,4,2
3,14

Summarise the project and note the project duration and project finish date
Forma the Gantt Chart to view critical tasks and critical path
View Schedule table and note the early schedule, late schedule and floats.
View Network Diagram. Study the critical path.

Milestone Schedule
To view Milestone Schedule: Project Filter forMilestones
Working with Resources
To create Resource Sheet: ViewResource Sheet
Max. Unit is the availability of work type of resources per day. It can be entered in decimal or
percentage.
To change the Assignment unit for Max. Unit type: ToolsOptionsScheduleShow
Assignment unit as, select the Assignment unit (decimal or percentage)
4

To change the currency type: ToolsOptionsCurrencySymbol, type the desired currency

symbol.
Assign the Project Calendar to the resources: Select the Calendar under the Base Calendar
column in the resource sheet.
Assigning Resources
Open the Gant Chart view. Split window: WindowSplit. Select a resource in the top view
and assign the resources from the resource list in the bottom view. Enter units (quantity) for each
resource and click on Ok.
To view the cost of (project, wbs, task): ViewTableCost
The fixed cost can be entered in Cost table for project, wbs or task.
Dealing with over allocation of Resources
To open the Resource Graph: ViewResource Graph, Right click on the graph to plot different
information (work, cost, peak unit etc.)
Leveling Resources
1.
2.
3.
4.

Increase the Max. Unit. In the Resources Sheet to Peak Unit.

To level the resources: Open Gant Chart View. ToolsLevel ResourcesLevel Now
To clear the leveling: ToolsLevel ResourcesClear Leveling
To plan the different resources with time: Open Resource Graph view. Identify the over
allocated time for a resources. ProjectResource InformationGeneral. Enter the
Available From and Available To dates in the Resource Availability table.
5. Replacing the over allocated resource with an available resource on the task. Check the
over allocated time and units of over allocated resource. Check the availability in units of
another resource during the same time. Select the task on which the over allocated
resource is to be replaced. Select the resource to be replaced from this box.
ToolsAssign ResourceReplace. Select the Resource from Replace Resource dialog
box and click on Ok.
Exercise 3: Resource Sheet, Loading Resources, Leveling Resources.
(Note: Continue the Road project in Exc. 2)
Create the Resource Sheet with the following details.
Resource Name
Labor
Helper
Mason
5

Type
Work
Work
Work

Material Label

Max. Unit
25
15
5

Std. Rate
Rs.15.00/hr
Rs.12.00/hr
Rs.25.00/hr

Ovt. Rate
Rs.30.00/hr
Rs.25.00/hr
Rs.50.00/hr

Supervisor
Work
4
Site Engineer
Work
1
Painter
Work
0
Cement
Material Bags
Sand
Material Brass
Aggregate
Material Brass
Steel
Material Kg
Water
Material 1000 Lit
Boulders
Material
JCB
Work
3
Dumpers
Work
6
Roller
Work
1
Paver
Work
2
Concrete Mixer
Work
1
Vibrator
Work
1
Water Pumps
Work
1
Assign the Project calendar to work type of resources.

Rs.30.00/hr
Rs.50.00/hr
Rs.0.00/hr
Rs.250.00
Rs.2,400.00
Rs.2,200.00
Rs.35.00
Rs.400.00
Rs.1,500.00
Rs.1,000.00/hr
Rs.300.00/hr
Rs.1,500.00/hr
Rs.2,000.00/hr
Rs.100.00/hr
Rs.30.00/hr
Rs.10.00/hr

Load the Resources on the tasks as given below.

Task
Clearing and Grubbing
Dismantling Structures
Cutting of Trees
Excavation
In all types of soil
Ordinary Rock
Hard Rock
Construction of
Embankment
Construction of Subgrade
with approved material
Construction of GSB
Construction of WMM
Construction of DLC
Providing and laying
Primer Coat
Providing and laying Tack
Coat
Providing and laying DBM
Providing and laying
6

Resources
Labour[3],Helper,Supervisior,Site Engineer,JCB,Dumpers[3]
Labour[3],Helper[2],Supervisior,JCB,Dumpers[3]
Labour[2],Helper[3],Supervisior,JCB
Labour[3],Helper[5],Supervisior,JCB,Dumpers[3]
Labour[3],Helper[5],Supervisior,JCB,Dumpers[3]
Labour,Helper[3],Supervisior,JCB,Dumpers[2]
Labour[3],Helper[5],Supervisior,Dumpers[5],Roller
Labour[3],Helper[5],Supervisior,Site Engineer,Water[1 1000
Lit],Roller
Labour[2],Mason,Helper[4],Supervisior,Site
Engineer,Dumpers[4],Roller,Water[1 1000 Lit]
Labour[2],Mason,Helper[4],Supervisior,Site
Engineer,Dumpers[4],Roller,Water[1 1000 Lit]
Labour[2],Helper[4],Mason,Supervisior,Water[1 1000
Lit],Paver,Concrete Mixer
Labour[2],Helper[4],Supervisior
Labour[2],Helper[4],Supervisior
Labour[3],Helper[6],Supervisior,Site Engineer,Paver
Labour[3],Helper[6],Supervisior,Site Engineer,Paver

Rs.60.00/hr
Rs.100.00/hr
Rs.0.00/hr

Rs.0.00/hr
Rs.0.00/hr
Rs.0.00/hr
Rs.0.00/hr
Rs.0.00/hr
Rs.0.00/hr
Rs.0.00/hr

Bituminous Concrete
Earthwork
Backfilling
Providing Filter media
PCC M-25 for foundation
and other works
Supplying and Fixing
Traffic Sign Boards
Pavement Marking
Providing Mile stones
Drainage works
Do the Following.
1.
2.
3.
4.

Labour,Helper[2],Supervisior,JCB
Labour,Supervisior
Labour,Supervisior
Helper[4],Labour[2],Mason,Supervisior,Site Engineer,Concrete
Mixer
Supervisior,Helper[4]
Supervisior,Helper[4]
Supervisior,Helper[4]
Labour[2],Helper[4],Mason,Supervisior,Site Engineer,Concrete
Mixer,Vibrator

Identify over allocated resources.

Level resources using appropriate method
View Resource Usage, Task Usage
View Reports: Project Budget, Weekly Cash Flow, Weekly Material requirement,
Weekly Contractors Work Schedule

Organizing the Project using Custom Fields, Filters and Groups.

Create custom fields: Department, Responsibility and Phase: ToolsCustomizeFields.
Select task to create custom fields to be applied to task or select resources if the custom fields are
to be applied to resources. Select the data type of field from Type list. Rename the field to your
required name.
To assign the values of custom fields created above: Insert the above fields using
InsertColumn before task Name in Gant Chart view. Assign the values for each field for a
corresponding task.
To organize the schedule based on the above fields using Group By (Phase, Responsibility, and
Department): ProjectGroup ByMore GroupsNew, enter the name of group, and select
the fields to group under Group By fields table.
To Customize the WBS code
To create WBs structure: ProjectWBSDefine Code. Select the appropriate structure for
project and each WBS level with a separator.
To create separate schedules on separate WBS, department, responsibility, phase etc. using
Filter:
Create following filters

1) Super Structure and Initial Work

2) Finishes
3) Arch and Admin Department
Creating Custom Table
Create Bill of Quantity (BOQ) table: The BOQ table has fields such as, Item, Quantity, UOM,
Rate and Amount. Item is the tasks name, Quantity, UOM, Rate and Amount are to be created
using custom fields.
To create custom table (BOQ): View->TableMore TablesNew. Type the name of the table.
Select the fields that are needed to be included in the table.
Exercise 4: Organizing the project using Custom fields, filters, groups and customization of
WBS code.
(Note: Continue the Road project in Exc. 3)
Customize the WBs code in the Road project. Create the WBS structure of two levels with
following details.
1. Structure for 1st level: uppercase letter ordered, Length: 2 characters.
2. Structure for 2nd level: Number ordered. Length: Any
3. Assign the appropriate code value for each task.
Create the custom fields such as, Phase, Department. Assign the following values of custom
fields to the tasks.
1. Phase: Phase I to tasks of Site Clearance and Excavation
2. Phase: Phase II to tasks of Construction of Embankment, Construction of Subgrade with
approved material, Construction of WMM, Construction of DLC, Construction of
Bituminous coarse, Construction of Culvert
3. Phase: Phase II to the tasks of Road Appurtenanences, Drainage works, Finish
Milestone
4. Department: Admin to the tasks number 1 to 4 and 25 to 28
5. Department: Civil to the tasks number 5 to 14 and 29
6. Department: Contractor to the tasks number 15 to 24
Organize the project schedule using Group by tool.
1. Group by Phase
2. Group by Department
3. Group by Phase and then by Department
Create following specific schedules using Filter.
1. Site Clearance and Excavation work
8

2.
3.
4.
5.
6.

Bituminous coarse or Construction of Culvert work

Civil Department work
Admin department work
Phase I and II work
Phase III work

View the following reports

1.
2.
3.
4.

Monthly cash flow for Civil department

Monthly cash flow for Phase I and Phase II
Budget for Site Clearance or Excavation work
Budget for Bituminous coarse or Construction of Culvert work

Create a custom table named Bill of Quantity with the columns, Item, UOM, Quantity, Rate, and
Amount. Define the formula for as Amount = Quantity x Rate
Project Monitoring and Control
To save Baseline project: ToolsTrackingSave Baseline, Entire Project, Click on Ok.
To display the baseline bar in the Gantt chart: FormatGantt Chart
WizardNextBaselineFinishFormat itExit
Updating the Actual Progress
Auto Update is carried out when the work gets completed as per the baseline:
ToolsTrackingUpdate ProjectUpdate
To View the Progress Line: ToolsTrackingProgress Line, select the Always display current
progress line on status date
To Plot the S-curve: ViewTool barAnalysis. Select Analyze Time scaled data in Excel
Assignment Evaluation
1. Assignment 1: 26th November
2. Content: WBS, Task, duration, links (Complete time schedule) 20 Marks
Assignment 2:
Project Organisation, Milestone schedule, Resource load, Leveling resources