EPM-1173 Exercise-cum-Assignment:4

Exercise -1:
1. Create a New Project in MS Project: BidSubmision
2. Create two levels of WBS for this project as given below:

3. Define Activities for the Work Packages as follows:

WBS Level 2 (WPs) Activities

Download RFP
Make RFP Available
Print RFP
Segregate Technical & Financial Segments
Separate & Store
Store in Separate Directories

Prepare Technical Docs Verify Technical Docs

Prepare Advisory Notes
Send to Technical Personnel
Manage Technical Collection Meetings with Tech Dept
Compile & Submit Docs

Prepare Financial Docs Verify Financial Docs

Prepare Advisory Notes
Send to Financial Personnel
Manage Financial Collection Meetings with Fin Dept
Compile & Submit Docs
Bind Documents
Ready Documents Prepare separate packets
Prepare final package
Courier to Prospect
Courier Document
Store Receipt

Page 1 of 4
MS Project

4. Complete the Project Schedule with Following Details

WBS WBS Level 2 (WPs) Activities Duration Dependency

1.1.1 Download RFP 2 Start

1.1 Make RFP
Available
1.1.2 Print RFP 3 1.1.1

1.Collect RFP 1.2.1 Segregate Technical &

Financial Segments 4 1.1.2
1.2 Separate &
Store
1.2.2 Store in Separate
Directories 1 1.2.1.

2.1.1 Verify Technical Docs 5 1.2.2

2.1 Prepare
Technical Docs
2.1.2 Prepare Advisory Notes 4 2.1.1

2.Gather Technical
Documentation 2.2.1 Send to Technical Personnel 1 2.1.2
2.2 Manage
Technical Collection 2.2.2 Meetings with Tech Dept 10 2.2.1

2.2.3 Compile & Submit Docs 5 2.2.2

3.1.1 Verify Financial Docs 5 1.2.2

3.1 Prepare
Financial Docs
3.1.2 Prepare Advisory Notes 4 3.1.1

3.Gather Financial
Documentation 3.2.1 Send to Financial Personnel 1 3.1.2
3.2 Manage
Financial Collection 3.2.2 Meetings with Fin Dept 12 3.2.1

3.2.3 Compile & Submit Docs 5 3.2.2

4.1.1 Bind Documents 3 3.2.3; 2.2.3

4.1 Ready
4.1.2 Prepare separate packets 2 4.1.1
Documents
4.Ready and Send 4.1.3 Prepare final package 1 4.1.2

4.2.1 Courier to Prospect 1 4.1.3

4.2 Courier
Document
4.2.2 Store Receipt 1 4.2.1

5. Insert Milestone:
- At the end of Compile & Submit Docs in the Gather Financial Documentation, insert a Milestone-
“Review Readiness”.
- Change relationships -> (i) Remove the predecessors of Bind Documents and add that predecessors to
this milestone-“Review Readiness”. Make Bind Documents as successor of this Milestone.

Page 2 of 4
MS Project

Exercise -3: Create the following Resources

1. MarEx, PrintEx, Ana, Marissa, BidMan-Tech, BidMan-Fin, Alex, Tanya, Desjardine, Clark
2. All the resources will use default project calendar.

Exercise -4: Assign the Resources to Activities.

WBS WBS Level 2 (WPs) Activities Roles
Download RFP MarEx
Make RFP Available
Print RFP PrintEx
Collect RFP Segregate Technical & Financial
Segments Ana
Separate & Store
Store in Separate Directories Ana
Prepare Technical Verify Technical Docs BidManTech
Docs Prepare Advisory Notes BidManTech
Gather Technical
Documentation Send to Technical Personnel Tanya
Manage Technical
Collection Meetings with Tech Dept BidManTech
Compile & Submit Docs Tanya
Prepare Financial Verify Financial Docs BidManFin
Docs Prepare Advisory Notes BidManFin
Gather Financial
Send to Financial Personnel Marissa
Documentation
Manage Financial
Meetings with Fin Dept BidManFin
Collection
Compile & Submit Docs Marissa
Bind Documents Alex
Ready Documents Prepare separate packets Ana
Ready and Send Prepare final package Ana
Courier to Prospect Desjardine
Courier Document
Store Receipt Clark

Page 3 of 4
MS Project

Exercise 7: Adding Costs

▪ Include the following rates for resources

RESOURCE $/hour
MarEx 18
PrintEx 15
Ana 16
BidMan-Tech 27
Marissa 20
BidMan-Fin 28
Alex 15
Tanya 20
Desjardine 15
Clark 15

Exercise 8: Adding Expenses

▪ Include the following Expenses to Activities
In Activity - `` Download RFP`` - Add Download Fee Charge (Cost) - $10,000.00
In Activity - ``Courier to Prospect`` - Add Courier Expenses (Cost) – $300.00

Exercise 9: Export project data to an Excel File. Save this file for submission
Exercise 10: Set Baseline:

Exercise 11: Update the Schedule:

- UPDATE-1:
o Mark all Activities due up to the planned completion date of Compile & Submit Docs in the
Gather Financial Documentation as 100% complete
o Set Status Date as the planned completion date of Compile & Submit Docs in the Gather Financial
Documentation
- UPDATE-2:
o In Activity Bind Documents –Mark Print as 20% Complete
o Send to Financial Personnel is a 1 day task. Mark Actual Completion as _______ (Start Date +5 )
o In Activity - ``Courier to Prospect`` - Mark work 10% complete; Change the accrual type to “at
start”. Write Actual courier Expenses as $750.00
o Set Data Date as former Data Date + 4 Days

Exercise 12: REPORTING:

Generate various performance reports using MS project built in reports: Cost Variance, Schedule
Variance, Burndown chart, …

Page 4 of 4