What is Project Management

  • #1 manage risks
    • develop a risk based mindset, what could go wrong and have a plan to deal with it
  • #2 manage relationships
    • Ask questions, be humble - say “I could use some help on this” or “I would like another pair of eyes to review this”
    • if problems with honesty from employees, then the root is lack of trust
  • #3 experience/insight
  • Other stuff
    • Design Build
    • Construction Management at Risk - Construction Manager/General Contractor (CMGC)
    • Design → Bid → Build

Project Management in Excel


A Good Project Manager

  • Takes ownership of the whole project
  • Is proactive not reactive
  • Adequately plans the project
  • Is Authoritative - accustomed to exercising authority, positive. Not Authoritarian which is complete obedience or subjection to authority as opposed to individual freedom
  • Is Decisive
  • Is a Good Communicator
  • Manages by data and facts not uninformed optimism
  • Leads by example
  • has sound Judgement
  • Is a Motivator
  • Is Diplomatic
  • Can Delegate

Microsoft Project Workflow - Setup and Update

  • Phase 1 - Planning Project (50% done)
    • List of tasks need to complete the project
    • Link Task - this task needs to be completed before this task begins
      • Task Sequence and dependencies
    • Resourcing - define team members
    • Plan the duration (schedule days) and work (man hours) each task will take
  • Phase 2 - Setup Project
    • Enter Summary Tasks
    • Enter Individual Tasks
    • Link Tasks using Predecessors
    • Add resources
    • Plan the Duration (number of working days)
    • Adjust start and finish dates, if necessary
  • Phase 3 - add milestones (maybe recurring meetings but could be noise in the schedule)
  • Phase 4 - Establish a baseline/snapshot to compare against
  • Phase 5 - Project Tracking / Update progress / Maintain Schedule
    • View → Tables → LHTAC Tracking
    • Enter Actual Start Dates
    • Enter Actual Duration
    • Enter Remain Duration (0 days if complete)

Q&A on Microsoft Project

  • How do I enter a project deadline?
    • Add “End of Project” task
    • double click to open Task Information window
    • General tab
    • Deadline: enter date
    • Task Information - Deadline
  • How do I enter a daily safety meeting task for the entire project?
    • Option 1: Recurring Task with 0d duration, then becomes a milestone
    • Option 2: Enter task with say 30d project duration, then check “Mark task as milestone”
      • Task Mark Task As Milestone
  • How do you keep a task from being split?
    • Option 1: Resource tab → Level panel → Leveling Options
      • uncheck “Leveling can create splits in remaining work”
      • Resource Leveling Options - Creating Splits
    • Option 2: manual split
      • Task tab → Schedule panel → Split button
  • How do I set the leveling order?
    • Resource tab → Level panel → Leveling Options
      • Leveling order: ID Only (this is good if when you entered the tasks, you put them in sequential order)
        • Priority, Standard
          • Display Priority field, default values are 500, so if you want a higher priority, enter 600
          • Resource Leveling Options - Priority
  • Costs
    • Fixed Cost column = equipment, manually enter this
    • Cost column = labor such as duration x units, calculated by MS Project
    • Resource sheet
  • How do you display the critical path
    • Format → Critical tasks
  • Duration is NOT the deference between Finish and Start dates (which is called Span). Duration is calculated based on working days only.
    • Duration - our best guess as to the number of working days it should take to perform a task
    • Span - the number of calendar days it should take to perform that task (Project calculates this). Difference between Finish and Start dates (including weekends)
    • Work - the amount of time or effort expended by a resource while performing a task. Work is NOT the same as duration. Need to add resources to the task, then Project will populate the Work field. So if the calendar shows 8 hour days and the duration is 5 days, then Work will be calculated as 40 hrs (5 x 8).
  • Reference - Microsoft Project

CPM Schedule Guidelines - LHTAC

Professional Services Agreement

  • Attachment No. 1L Consultant Agreement Specifications
  • G. Project Scheduling
    • Negotiated Agreements shall be accompanied by a CPM Schedule
    • Work tasks, Durations, Milestones, Dates, State/Local Review periods
    • Format of the schedule shall be agreed upon prior to signing the Agreement
    • Monthly CPM Schedule updates
    • Percent (%) complete on each task
    • Completion date

Work Breakdown Schedule (WBS) Flowchart

  • Figure 3-1 of the ITD Roadway Design Manual
  • 12 ITD True Minimum Milestones
  • Milestones in Bold (0 days)

Fixed Duration Scheduling (Preferred)

  • 'Fixed Units' is the default task type in Microsoft Project
  • But LHTAC prefers 'Fixed Duration' for all tasks
  • Duration is the number of working days to complete a task
  • Adding or reducing resources does not affect duration
  • Simplifies the number of scheduling combinations from 18 to 1
  • File → Options → Schedule → Default Task Type → Fixed Duration
  • Options -> Fixed Duration

Effort-Driven Scheduling (Discouraged)

  • “Effort-Driven” option assigns Units and Work to each Resource
  • LHTAC does not prefer advanced Effort-Driven option for Fixed Duration tasks
  • 18 scheduling combinations (Duration, Work, Units)
  • File → Options → Schedule → New tasks are effort driven (default is unchecked)
  • Options -> uncheck New Tasks Effort Driven

Manually Scheduled vs Auto Scheduled

  • 'Manually Scheduled' is the default for new tasks in MS Project (lower left corner)
  • Manually Scheduled tasks show light blue 'pin symbol' in Task Mode column
  • But Critical Path requires 'Auto Scheduling'
  • Auto Scheduled tasks show blue 'rectangular symbol' under Task Mode column
  • File → Options → Schedule → New Tasks Created → Auto Scheduled
  • Options -> Auto Scheduled

Gantt Chart (Discouraged)

  • 'Gantt Chart' view is the default in MS Project
  • Default does NOT show Critical Path (in red)
  • View → Task View → Gantt Chart → Gantt Chart
  • Format → Bar Styles → Critical Tasks (is unchecked by default)

Tracking Gantt Chart (Preferred)

  • 'Tracking Gantt' view shows Critical Path (in red), but only 1 bar
  • After project baseline is set, Tracking Gantt will show 2 bars
  • Lower bar is gray Baseline Start/Finish (to be approved by Administrator)
  • Upper bar is colored Actual Start/Finish (and progress tracking)
  • View → Task View → Gantt Chart → Tracking Gantt
  • Format → Bar Styles → Critical Tasks is checked by default
  • Tracking Gantt Chart

Entry Table

  • A table is a set of columns to easily see different sets of data
  • Entry Table is the default in MS Project, and used to create your initial schedule
  • View → Data → Tables → Entry Table (is checked by default)
  • Insert Summary Tasks for major phases (Concept Design, Preliminary Design, etc.)
  • Tasks → Insert → Summary
  • Then add individual tasks
  • Link tasks accordingly
  • Estimate Duration (number of working days)
  • Adjust Start and Finish dates, if necessary

Create Custom Table (LHTAC Invoice)

  • MS Project allows you to customize any standard table or create a new table
  • View → Data → Tables → More Tables
  • Select 'Entry' Table, then select Copy, and name it LHTAC Invoice
  • Customize the table by 'Hiding' and 'Adding' columns to only show
    • ID
    • Indicators
    • % Complete
    • Task Name
    • Duration
    • Baseline Start
    • Baseline Finish
    • Actual Start
    • Actual Finish
  • LHTAC Invoice Table
  • Select the option Show in Menu → select OK → and Apply the table
  • Create Custom Table (LHTAC Invoice)

Create Custom Table (LHTAC Tracking)

  • Customize the standard Tracking Table
  • View → Data → Tables → More Tables
  • Select 'Tracking' Table, and select Copy, and name it LHTAC Tracking
  • Customize the table by 'Deleting' or 'Inserting' rows to only show:
    • ID
    • Task Name
    • Actual Start
    • Actual Finish
    • % Complete
    • Actual Duration
    • Remaining Duration
  • LHTAC Tracking Table
  • Select the option Show in Menu → select OK → and Apply the table
  • Create Custom Table (LHTAC Tracking)

LHTAC Project Tracking

Beginning to Track the Project

  • 1) Set the project to 'forward planning' mode (tasks begin as soon as possible):
    • Project → Properties → Project Information → Schedule from → Project Start Date
    • Schedule -> Project Start Date
  • 2) Set the project baseline:
    • Get Administrator approval of CPM, then set Baseline for Entire project
    • Project → Schedule → Set Baseline → Set Baseline → For Entire project (checked)
    • Note, if a time extension is approved, then a new Baseline should be set
    • Schedule -> Set Baseline Snapshot

Baseline Start and Baseline Finish

  • A baseline is a 'snapshot' of project data to compare your project at one point in time to a different point in time
  • Baseline Start is the planned start date for a task (new tasks are 0% complete)
  • Baseline Finish is the planned finish date for a task

Actual Start and Actual Finish

  • Actual Start is the actual start date for a task
  • Actual Finish is the actual finish data for a task (100% Complete adds the check mark indicator)
  • Both show 'NA' until an actual date is entered for a task

Three Rules for Tracking Your Project

  • Task started: Actual Start
  • Task in progress: Actual Duration, Remaining Duration (Project calculates % Complete)
  • Task completed: Actual Finish (MS Project calculated 100% Complete)

Tracking Methods

  • 1) Percent Complete only (Discouraged)
    • Very simple to use, but does NOT accurately forecast your project schedule
    • Assumes Start dates are 'on-schedule' for your tasks
    • Click on a Task → Task Information → General → Percent complete
  • 2) Actual Duration and Remaining Duration (Preferred)
    • Slightly more data entry, but accurately forecasts your project schedule
    • Accurately calculates % Complete
    • Actual Duration is number of actual working days spent on a task
    • Remaining Duration is number of remaining working days to complete a task

LHTAC Tracking Table

  • LHTAC Tracking Table is used to track Actual Duration and Remaining Duration
  • View → Data → Tables → Custom → LHTAC Tracking
  • Entering Actual Duration, Remaining Duration, or % Complete field automatically recalculates the other fields, so enter a value in only one of these fields for a task
  • First, enter Actual Start date of the task
  • Second, enter Actual Duration spent on the task
    • Remaining Duration and % Complete are automatically calculated by MS Project
  • Third, adjust Remaining Duration (if necessary)
  • % Complete is automatically adjusted by MS Project

Side Gigs with Microsoft Project

  • Project Options
    • Schedule
      • Hours per day: 2
      • Hours per week: 10
      • Days per month: 20
      • New tasks created: Auto Scheduled

Gantt Charts

  • Background
    • Invented by Henry Gantt in 1910
    • Dates along the x-axis
    • Tasks along the y-axis
    • horizontal bars showing how long each task takes to complete
    • Which tasks are dependent or have prerequisites (e.g. can't install windows until the wall framing is complete)
    • Why is a Gantt Chart helpful?
      • If you don't have all the tasks and costs associated with a project, then will run out of money because things cost more than expected and/or will constantly be stressed out with surprises - things that needed to be done
      • Think of a project of selling cookies, you have everyone in the kitchen to help but you don't have the recipe written down, or you don't have a list of ingredients, or what if the person who is bring the ingredients calls in sick, and so on.
      • Luke 14:28-30 - “For which of you, intending to build a tower, sitteth not down first, and counteth the cost, whether he have sufficient to finish it?”
  • Prerequisites
    • List of all tasks needed to complete the project
      • this is the hardest part and never fully discussed in project management training as it is extremely project specific
    • How long each task will take to complete
      • Fastest time (20 hrs) - never use this
      • Average time (30 hrs) - don't use this, means 50% time will be wrong
      • Longest time (60 hrs)- don't use this, won't get the job
      • 90% confidence (45 hrs) (halfway between Average and Longest time), still will fail 1 out of 10 times. Also could say add 25% to the average to cover unexpected working.
    • Which tasks a dependent upon one another
    • Identify Milestones - statement something happened, past tense, such as “50% Plans Completed”, think in terms of a months worth of work/effort resulted in what accomplishment, that is the milestone.

12-Step Project Management

  • Step 1 - Define the project
    • having a vague definition of the project is a very common reason for project failure (failure to meet the clients/stakeholders expectations)
    • Time - limit
    • Money - budget
    • Quality - deliverables
    • What is the key driver/highest priority/must have, this is the No. 1 goal and get the commitment on it (don't start until you have agreement), don't fail on it. Probe the customer(s), the art of selling.
      • Why?
      • What if?
      • Can we trade? I you spent a little more we could add these really cool features, think of buying a car or home. If yes, can spend more, then know quality is the key driver over money.
    • Expand scope of project during design - happens because not clear definition of the project at the beginning. Adding extra things is ok if the client knows it will cost more money and extend the project length/time.
    • Nail down the deliverables, vague projects will fail!
    • Say Yes or No, never maybe, need to be clear upfront.
  • Step 2 - List all the tasks
    • If you say “ongoing” then don't have enough detail, seems like you want to identify tasks that take 1-5 days to complete, if takes more than that, break it down to sub tasks. If task takes an hour to complete, think about grouping/merging with other tasks to fill a day.
  • Step 3 - Estimate times and costs for each task
  • Step 4 - Add up time and cost (Network Diagram)
    • Network Diagram flushes out the Critical Path
    • Do this with post-it notes on the whiteboard or use Visio if on computer projector
    • Involve the whole team
    • Try not to apply read deadline in this process, this will be done later. If you do, then will introduce errors, say Survey will take 6 weeks to complete but you want it done faster and you put 3 weeks. Now the project schedule is wrong and it will still end up taking 6 weeks to do.
    • Program Evaluation and Review Technique (PERT)
  • Step 5 - Shorten your project plan (Time is major goal)
    • Focus on the critical path, not floating tasks
    • Spend more money
    • Reduce quality
    • Overlap tasks
  • Step 6 - Draw a Gantt chart
    • Need tasks, time, relationships, critical path from Network Diagram
    • Communicate - show at project kickoff meeting to communicate with team players, get their buy-in
  • Step 7 - Calculate resource requirements over time
  • Step 8 - Assess risks (what could go wrong?) and prepare action plans
    • Risk analysis - each risk gets likely to happen (0-5) and seriousness (0-5), then multiple together - issues are any double digit numbers.
    • Involve team
    • Review previous projects
    • Keep this updated as the project goes along
  • Step 9 - Monitor progress (time) during the project
  • Step 10 - Monitor cost (money) during the project
  • Step 11 - Reschedule - modify the plan
  • Step 12 - Project Review - learn and praise (only way to learn a better way)

Purpose of Gantt Charts in Project Management

  • Planning your project
    • Money needed
    • People needed
    • Scope of project
  • Explaining your project
    • Everyone can see there part in the project, how they fit in, contribute to building the project
  • Monitoring your project
    • Are we still on schedule? So a Gantt chart is a living document, needs to be updated weekly, not something that gets filed away
  • Adjusting your plan if things change
    • Typically adding extra tasks as it is very difficult to predict all the necessary steps/tasks to complete a project
  • Precedences Network Diagram
    • Network Diagram Example
  • Critical Path - longest sequence of activities in a project that must be completed to be on time
  • Slippage - what has actually happened over what should have happened
  • Floating Tasks - show when the earliest they can start by a vertical line, the task length such as 1 week, and latest they can end. These tasks can be adjusted based on limited resources and they don't affect the time it takes to finish the project.
    • Benefits of doing early
      • if task takes longer to complete still have a time buffer
    • Benefits of doing late
      • Always get more information as the project goes along, so if you already did the floating task, might have to revise it with this new info
      • saves on cash flow - not buying materials too soon and they are just sitting around can get broken or stolen
  • References


  • Categories 16 (old), new has 50 Categories
  • Days Behind Schedule (Total Float) any values 0 or less are critical

Jerome H-Street Lift Station Baseline

  • Summary
    • MILE-100 - Milestone Construction Notice to Proceed
    • MILE-110 - Contract Milestone 1: Substantial Completion
    • MILE-120 - Contract Milestone 2: Final Completion
  • Submittals/Procurement
    • 00700 Concrete
      • Submittals
      • A/E Review
      • Fabrication & Delivery
    • 00200 Earthwork
    • 04 Masonry
    • 05 Metals
    • 07 Thermal & Moisture Protection
    • 08 Doors & Windows
    • 09 Finishes
    • 11 Equipment
    • 15 Mechanical
    • 16 Electrical
    • 17 Scada, Instrumentation & Controls
  • Mobilization
  • Construction
    • Earthwork
      • Pump Station
      • Precast
      • Control/Gen/Air
    • Concrete
      • Pump Station
      • Control/Gen/Air
      • Precast
    • Yard Piping
    • Equipment
    • Architectural
      • Control Building
      • Air Scrubber
      • Dry Pit Access Cover
    • Process Mechanical
    • Electrical
    • Startup & Commissioning
    • Demolition
  • Closeout

Construction Costs

Project Management - Roadway Construction

City of Jerome

  • 1. Admin - management
    • 1.1 Finance
    • 1.2 Meetings
    • 1.3 Project Management - planning, scheduling, Microsoft Project
  • 2. Planning
    • 2.1 Entitlements
    • 2.2 Environmental
  • 3. GIS
  • 4. Survey
  • 5. CAD
  • 6. Civil
  • 7. Consultant
  • 8. Bid
  • 9. Construction
  • Complete Task List

Civil Science - North Date

  1. Notice of Funding
  2. Design / 404 Permitting
  3. Bid Advertisement
  4. Bid Award
  5. Permitting (SWPPP)
  6. Mobilization
  7. Set up Traffic Control
  8. Install BMPs
  9. Removals
  10. Clearing and Grubbing
  11. Remove and Replace Hydrant
  12. Pipe Installation
  13. Minor Structures
  14. Structural Excavation
  15. Install Bridge Extension
  16. Backfill Structure
  17. Excavation
  18. Sediment & Oil Traps
  19. Inlets
  20. 3/4“ aggregate
  21. Curb & Gutter
  22. Sidewalk
  23. Retaining wall
  24. Plant mix pavement
  25. concrete stairs
  26. seed bed prep
  27. seeding
  28. signs / mailboxes
  29. raise valves / manholes
  30. striping
  31. special pavement marking
  32. remove traffic control

Project Management - Guest House

  • Civil Engineering Aspects of the addition of a Guest House or Garage to an existing single family home

Microsoft OneNote

  • Problem - multiple people working on a project, need to look up contact info, HTE# and other details of the project. Prefer to do this from the mobile phone, often at the front counter doing a submittal and asked what is the address of the site or the HTE#?

OneNote Class Notebooks

Microsoft Project Procedures


  • Navigating in MS Project
    • Task → Scroll to Task
    • View → Entire Project
  • #1 enter tasks
  • #2 group with summary tasks
  • #3 move tasks in schedule order
  • #4 link tasks
  • #5 assign resources
    • define part-time and full-time resources before adding, having problems assigning resources as full-time then changing to part-time, getting bunch of over allocation of resources “red man” warnings.


  • Step 0 - MS Project Options (File → Options)
    • General
      • Date 1/28/09 (use short date when printing Gantt charts)
      • uncheck Show the start screen when this application starts
    • Display
      • Entry bar (turn on)
    • Schedule
      • New tasks created: Auto Schedule (whole reason why I'm using MS Project - so it can calculate the optimum schedule)
      • Autolink inserted or moved tasks (checked on)
      • Default task type: Fixed Duration (recommended by Rich Weller)
        • Fixed Work (use by assigning 2 people to the project, then task duration gets cut in half)
        • Fixed units = fixed people, one person assigned to creating the logo, adding more people won't get it done faster.
          • Photo session for about us on website, will take both Owner and Photographer
        • Fixed work = more people assigned shortens the duration, example mowing the lawn
        • Fixed duration = example 1-hour safety meeting, add more people doesn't change duration of the meeting
        • Scheduling Formula: Work = Duration x Units
    • Save
      • check on Don't show backstage view when opening or saving files, then can go directly to the Open dialog box
      • check on Save to computer by default (instead of trying to save to OneDrive)
    • Trust Center
      • Trust Center Settings button → Add-ins → disable ProCore plugin
      • Privacy Settings → check on Removal personal information from the file properties on save (use if making a standard template to share with others)
    • Format → Text Styles
      • Use font pairings
      • Text Styles


  • Process Group 1 - Initiation
    • Vision and scope - ensure the scope of work is aligned to the vision of the project
    • Relationships and key stakeholders - 50% of time developing relationships with stakeholders about their vision and documenting it. What is important to them and how they want to kept in the loop
    • Organization and Governance - document how decisions are made and when escalations are necessary from core team up to the stakeholders.
    • Communication and meeting cadence - regular meetings to discuss topics
    • Tools and Processes - Microsoft Project, sharing files
    • References
      • A Guide to the Project Management Body of Knowledge (PMBOK Guide)
  • Process Group 2 - Planning
  • Process Group 3 - Execution
  • Process Group 4 - Monitoring and Controlling
  • Process Group 5 - Closure
  • Step 0 - Create list of tasks/activities/work packages (for a given time period), group by heading/summary task (group by entity/contractor/consultant doing the work), milestones and project name
    • Tasks - should take 1 day to 10 days to complete or 8 hrs to 80 hrs
      • Task Deadlines on Task Information → Advanced tab → Constrain task Deadline (then enter a date). Displays as a green diamond on the schedule
      • How to determine if task is broken down small enough?
        • Are the time and cost easy to estimate?
        • Is the status easy to measure?
        • Is the task duration shorter than reporting periods (typically 1 month)?
        • Are details manageable?
    • Advanced Properties
      • File → Info → Project Information → Advanced Properties
      • Advanced Properties
      • Advanced Properties Note
    • Summary Tasks - headings/groups/phases such as Design, Construction
      • Project Summary Task
    • Project Summary Task - Title of the project
      • Format tab → Show/Hide pane → Project Summary Task (check)
    • Milestone - statement something happened, past tense, such as “50% Plans Completed”. Must link to a task, CANNOT link to a summary task.

04-Start Date

  • Step 1 - Enter Project Start or Finish Date
    • Project → Project Information
    • Schedule from: Project Start Date
    • Finish date: should be able to change/edit the date which is grayed out when Schedule from Project Start Date is selected
    • “Tip: Project management Schedule your project from a start time if you can. Even if you know the date by which a project must be complete, scheduling from a start date gives you the maximum amount of flexibility.” (Set the start date or finish date for your project
    • Set Project Start Date

05-Project Name

  • Step 1 - change project name
    • Format > Show/Hide panel > Project Summary Task (check on)
    • Should insert first record and change from default filename to “S Tiger Reconstruct Design”
    • [Q] How do I enter the finish/deadline date? Edit ability is grayed out.

06-Summary Tasks

  • Step 2 - Enter Summary Tasks (don't enter duration/time because this is auto-calculated, the sum of the sub tasks)
    • Manual Scheduled Summary Tasks are when you do enter a duration/time, then can see if how this compares to the total sub tasks

07-Recurring Tasks

  • Step 3 - Enter Recurring Tasks (weekly or monthly design review meetings)
    • Task → Insert panel → Task drop down → Recurring Task
    • Recurring Tasks

08-Tasks with Durations

  • Enter Tasks (aka Work Tasks) with Durations (time to do the work, not date to begin working)
  • Never enter Start or Finish dates as this will overly constrain the Schedule, Duration gives maximum flexibility


  • Enter Milestone Events (duration 0 days)
  • show field Deadline
  • Add milestones at the end of a summary task
  • paste the finish date from the last task into the milestone deadline field

10-Tasks Indent

  • Tasks Indent (very important as not obvious how to do this)
    • Task tab > Schedule panel > Outdent Task or Indent Task buttons


  • Identify Immediate Predecessors for each task
  • Rule #1 - All tasks except the first one should have a predecessor.
  • Rule #2 - All tasks except the last one should have a successor.
  • What has to be complete before this task can begin?
  • Types
    • Finish-to-Start (FS)
    • Start-toStart (SS)
    • Finish-to-Finish (FF)
    • Start-to-Finish (SF)
    • (None)
  • Lag or Delay
  • Lead (start early or in advance), just a negative lag
  • Predecessor Lag
  • link predecessors
    • Select Tasks, then click Task → Schedule panel → link button
      • this will daisy chain (linked together in sequence) the tasks together
    • Predecessors Column, enter row number of task that needs to be completed before this task begins
    • Multiple predecessors: 5,8 (this means task 5 and 8 must be completed for this starts)
    • Enter task# then followed by FS (default, finish to start), SS start to start, FF finish to finish
    • Successors Column, recommend turning on


  • Task Constraint Types (used in scheduling). Add field “Constraint Type”
    • As Soon As Possible (default)
    • As Late As Possible
    • Finish No Earlier Than
    • Finish No Later Than
    • Must Finish On
    • Must Start On
    • Start No Earlier Than
    • Start No Later Than


  • assign resources
  • Step 1 - Duration (in days). Make sure File → Options → Schedule → Default task type = Fixed Duration
  • Step 2 - Work - enter number of hours it will take to complete. Note Work is independent of Duration
  • Step 2b - Cost is calculated as work * standard rate (enter hourly pay on Resource Sheet)
    • View → Resource Views panel → Resource Sheet
      • Type - Work uses Time
      • Type - Material uses Quantity
      • Type - Cost (fees, tuition, etc)
    • [Q] How do you handle different work schedules? I work Tues-Fri and Floyd works Mon-Thurs
    • [Q] Where do you enter employee names?
    • EHM Engineers - Basic Fee Schedule
      • Basic Fee Schedule - EHM Engineers, Inc
  • Step 8 - leveling resources
    • red people indicators on the left side of each task. Solution
      • Resource tab → Level pane → Level Resource or Level All
      • Right click and select “Fix in Task Inspector”
      • Right click and select “Reschedule to Available Date”
  • Step 9 - Time Scale
    • Change the x-scale from Days, Weeks, Months, etc.
    • View Time Scale on the Zoom panel
  • Step 10 - Critical Path
  • Step 10 - Percent Complete
  • Step 11 - Print
    • File → Print
    • Settings → Print Entire Project
    • Page Setup → Footer
      • General → File Name and Path, then click Add
    • 2-week look ahead schedule, how do you print this?
  • Step 12 - Set Baseline (a.i.a. Snapshot of Project, compare to planned to what actual happened)
    • I think we should save a baseline monthly during the project (can have up to 11 baselines)
    • Project → Set Baseline
      • Duration, Start, Finish, Cost fields get saved as Baseline fields (Baseline Start, Baseline Finish, and so on)
      • Entire Project - do this for the first baseline
      • Insert Column → Baseline Duration
    • Adds a 2nd gray horizontal bar to each task in the Gantt Chart
  • Step 13 - Track/Recording Progress
    • Add percent complete
    • Columns → Actual Finish
  • Step 14 - 3 Week Look Ahead
    • appears you need to Filter the tasks based on Date Range
    • can also Filter the tasks based on Resources - then handout to each person for their assignments
  • Step 3 - Insert Columns (View > Gantt Chart)
    • right click Insert Column
      • WBS
      • Work
  • Step 4 - turn on Critical Path
    • should be red color
    • Show on top of Gantt chart
  • References

Work Breakdown Structure (WBS)

  • Goal - all work broken down to a distinct time frame and done by one contractor/engineer
  • 1-Admin
    • 1.1 Finance
    • 1.2 Meetings
    • 1.4 Research
  • 2-Planning
    • 2.1 Entitlements
    • 2.2 Environmental
  • 3-GIS
  • 4-Survey (topo, in-house)
    • 4.1 GPS
    • 4.2 Photos
  • 5-CAD
    • 5.1 blocks
    • 5.2 CADmanual
    • 5.3 lisp
    • 5.4 plotstyles
    • 5.5 templates
    • 5.6 xref
  • 6-Civil
    • 6.1 revisions (milestones)
    • 6.2 models
    • 6.3 plans
    • 6.4 redlines
    • 6.5 sheets
  • 7-Consultant
    • 7.1 Architect
      • 7.1.1 Landscape Architect
    • 7.2 Drainage Study
    • 7.3 Electrical Engineer
    • 7.4 Geotechnical Report
    • 7.5 Surveyor
    • 7.6 Traffic Study
    • 7.7 Utilities
    • 7.8 Wastewater Model/Study
    • 7.9 Water Model/Study
  • 8-Bid
    • 8.1 Docs
    • 8.2 Advertise
    • 8.3 PreBid
    • 8.4 Opening
    • 8.5 Tabulation
    • 8.6 Approved
    • 8.7 Award
  • 9-Construction
    • 9.1 Permits
    • 9.2 Testing
    • 9.3 Payroll
    • 9.4 RFI
    • 9.5 Meetings
    • 9.6 Diaries
    • 9.7 Photos
    • 9.8 Punchlist
  • References

Calendar Setup

  • Step 0 - setup
    • Fiscal Year: Options → Schedule → Fiscal year starts in
  • Step 1 - enter non-project time (holidays/vacations)
    • Project > Change Working Time
    • Change Working Time - Add Holidays
  • Step 2 - enter flex work week (4x10s)
  • Step 3 - set working time to 10 hr days
    • Change Working Time - Set Working Time to 10 hr Days
  • Step 4 - Schedule Settings in Project Options
    • Project Options > Schedule Settings


  • Start, Finish, Duration
  • Actual - Start, Finish and Duration
    • Start: Manually enter or Calculated if you change the % Complete field
    • End: Manually enter or Calculated if % Work Complete field is 100
    • Duration: because entering a value in the Actual Duration, Remaining Duration, or % Complete field automatically recalculates the other fields, you should enter a value in only one of these fields for a task.
    • Microsoft Project - Actual Start fields
    • Microsoft Project - Actual Finish fields
    • Microsoft Project - Actual Duration
  • Baseline - Start, Finish and Duration
  • Deliverable - Start, Finish (no duration)
  • Early - Start, Finish (no duration)
  • Late - Start, Finish (no duration)
  • Preleveled - Start, Finish (no duration)
  • Scheduled - Start, Finish, Duration
    • For an automatically scheduled task, the Scheduled Start data is the same as the date in the Start field.
    • For manually scheduled task, this is the start date recommended by Project and is a read-only field.
    • Microsoft Project - Scheduled Start


  • change Task entry from “Entry” to “Tracking” by right clicking above the 0 row and left of the Task Name

Other Stuff

  • Deadlines
    • double click the task to open properties “Summary Task Information”, Advanced tab > Deadline: enter date
    • Think must have min duration of 1 day
  • Milestones are tasks with 0 days, shown as small black diamonds, having problems making subtasks into milestones and being able to change the date
  • [Q] What is the difference between a Summary task and a Milestone task (events)
  • [Q] How do you make a template that has a single date, so when I copy it to a new project, all I have to do is change the start date and the timeline automatically updates, so in the proposals, can see how long the project will take to complete. Should be a great selling tool and management.
  • [Q] How do I enter the projected completion date of a project?


  • Rich Weller, weller34@hotmail.com
  • Oregon - Clackamas County - Bob Knorr, Project Manager, (rknorr@clackamas.us, 503-742-4680, RobertEKnorr@gmail.com) member of Project Management Institute, Civil 3D 2017 certification
  • Idaho

Civil Engineering Engineering - Computer Engineering - Electrical Mechanical Engineering

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