EGR 386W. Proposals & Project Management. Work Breakdown Structure (WBS) & Gantt Charts

Transcription

1 EGR 386W Proposals & Project Management Work Breakdown Structure (WBS) & Gantt Charts

2 BTW Logbooks collected Thursday ICT Meetings Thursday Agenda Due ASAP Minutes? 10% of final grade Also, Pre-proposal Outline due Thursday

3 Project Proposals A proposal is generally what you provide a client when you are trying to get a job. Examples: Bid for a project (provide a product) Consulting service (provide a service) Grants (give me money, please!) Combines project management with project proposal to reach your intended result

4 What s in a proposal? Introduction Problem definition Quality Function Deloyment (QFD) House of Quality Phases of work to be completed Critical path Project Evaluation & Review Technique (PERT) Analysis Deliverables Work Breakdown Structure (WBS) Timeline/Milestones Gantt Chart Budget (cost) Tools

5 Tools What tools do you use to address the tasks in each phase: Finite Element Analysis (FEA) Operations Research (Optimization Techniques) Solidworks Prototypes Calculations/analysis Sketches/drawings Test results Other???

6 What is Project Management? A system to track a project - You must develop what works for you, but there is no substitute for good organization! Schedule (WBS < Gantt) Budget Detailed Tasks Allocation of Roles

7 Tools Scheduling : Gantt Charts Google docs Contact weekly meetings, updates, etc Budget Excel, etc. Optimization Mathematical Programming Heuristics Computer Applications

8 Plan to fail a few times because: It won t work the first time. You will learn things as you go. Requirements may change. Whatever can go wrong will go wrong. -Murphy 8

9 Two parts Work Breakdown Structure (WBS) Simply identifying the tasks and organizing them Fastforward-WBS guide.pdf (BbLearn) Scheduling the WBS Any number of tools to use, but most prominent is the Gantt Chart 9

10 WBS Steps 1. Begin at the top 2. Name all the tasks 3. Organize the WBS 4. Identify resources 10

11 Flowchart for organization 11

12 Outline form 12

13 Task examples What are the activities your team will accomplish? Examples (not limited to) The generation of EGR 386W graded deliverables Generation of a project budget Collection of customer needs/requirements A conceptual design generation Generation of product features/functions The analysis Etc 13

14 Scheduling the WBS Guidelines Ownership Every task is worked by least one person, but Every task can have only one owner Assign tasks to people who have the right abilities or motivation With the size of your teams, every team member will be responsible for at least one major task (probably several) 14

15 Scheduling the WBS Effort Estimates The effort that will be devoted to completing a task work units are called manhours Duration Estimates The duration between a task s start time and finish time the calendar length of the task Duration always is longer than Effort! weekends, holidays, working part-time, etc. 15

16 Estimates Make sure task is clearly defined Collect data from similar projects/tasks Ask an expert to Estimate: How long for effort time in the worst case? How long for effort time in the best case? Average the values (or weight based upon that info) If no expert available, Estimate yourself by researching the task thoroughly Then, double that estimate 16

17 Electric Drill Test Stand WBS for task #5 WBS # Task Description Est. Hrs Who Resources Mat ls Cost 5 Profile motor power 5.1 Design test stand 20 SE, JM SolidWorks, calculator 5.2 Build test stand 15 SE, JM Frame & brake parts $ Test 3 motors 3 SE, JM Stroboscope, Labview PC $ Plot torque vs. speed 2 JM Excel 17

18 Scheduling the WBS Gantt Charts A horizontal bar chart Elements show tasks from the WBS The bars (and other graphical elements) are tied to calendar duration, horizontally Dependency between tasks are illustrated graphically, textually, or both

19 Scheduling the WBS The Bar in a Gantt Chart Length of bar = task s duration Relationships between tasks Predecessor This task must be completed before a second task is begun Gantt shows as a vertical line between end of predecessor to beginning of successor Concurrent Multiple tasks can be accomplished simultaneously/independently of each other Gantt shows as parallel bars 19

20 Scheduling the WBS Milestones Important events in the calendar Typically not a time duration, but a deadline date Multiple tasks, sub-tasks result in milestone completion Indicated as a diamond on Gantt chart Design Reviews Reports due Customer visits Deliverable due Arrival of goods or resources Etc 20

21 An Example Schedule of Course-oriented tasks Milestones 21

22 Scheduling with Software You could use the WBS to create a MS Excel illustration of a Gantt chart, but Takes a lot of time to make changes Manually establish all tasks Manually set up Gantt charts No automatic checking of predecessors is dangerous! 22

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24 Other Software Keep it simple, there are software packages that are free GanttProject (URL - Gantt Chart PERT Critical Path WBS report Training Video takes 15 min (shows all options needed in the package) Used in class illustrations Recommended for design project 24

25 GanttProject Gantt Chart example 25

26 Research proposal example 26

27 Research proposal example 27

28 Summary Plan the big stuff first Paper works fine Have a meeting Use LOGBOOKS Create Flowchart Organize the tasks Hierarchy Responsibilities Time (Effort and dates) 28