What’s a Schedule Baseline & How Do I Make One?

什么是时间表基线 & 我如何制定一个?

2020-11-12 05:50 project manager

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Before you start a project, you have to think about time. It’s the most important variable that can impact your plan. How can you get what you need done in the time you have to do it? To accomplish this, one must create a schedule. A schedule is key to project planning, but schedules are really just a framework. Once you act on it, executing your project task by task, the schedule changes. How can you make sure you stay on schedule and keep your project on track? That’s where creating a baseline comes in. By creating a baseline project plan, and a baseline schedule, you have the means to compare where you are in executing the project—and if that aligns with where you intended to be at that time. What Is a Schedule Baseline? Whether you call it a baseline schedule or a schedule baseline, the term refers to the finished and approved schedule. The schedule baseline can be used as a tool to measure performance by reporting on schedule variance. That is, the schedule baseline can be used to compare where you planned to be at a certain time in the project against where the data shows you actually are. As you know, the schedule for a project is a collection of tasks that must be completed over a specific timeline in order to reach the final deliverable for the project. Therefore, the schedule baseline is a way to capture this finalized schedule and use it as a benchmark to measure your progress in executing the project. The schedule baseline captures changes in your schedule that occur due to the development of risks. Using a baseline schedule means you can see these variations in your schedule sooner, rather than later, and make adjustments quickly to stay on track. Why Use a Baseline Schedule? The obvious reason to use a baseline schedule is that, well, it helps you stay on schedule. Without one, it’s like you’re working outside of the current context of your project. There’s no way to know where should be in the schedule, because there’s no benchmark to compare your progress to. Projects rarely go by without numerous issues cropping up. There can be a minor mishap, or a major one. Regardless of the severity of the problem, the repercussions can inevitably ripple through your schedule, leaving deadlines disrupted in its wake. You’ll need to reallocate resources to steady your project. That means changing parts of the schedule to respond to the changes and stay on track to meet your final deadline. In the constant flux of changes and setbacks, though, the schedule baseline stays firm. It’s the constant in the sea of change that is a project, allowing you to navigate successfully when a storm takes you into uncharted waters. Of course, there are many different types of baselines. All of them are important. The baseline schedule keeps you on target and is related to the baseline project plan, in that the schedule is part of the larger project plan. But the baseline schedule incorporates business assets and resources, so you can allocate them correctly to stay on schedule. How to Make a Schedule Baseline Before you can baseline your schedule, you need to have a schedule. That starts by collecting all the tasks you’ll need to execute to lead to your final deliverable. Identify Tasks Use a work breakdown structure to work backwards from your final deliverable. This tool makes sure you don’t leave out any steps. To make a successful schedule, you need to first thoroughly define every task. Having planning meetings with your team and stakeholders will help make sure you don’t leave any important steps out of your schedule. You can also use historical data when researching similar projects. Determine Duration Once you have all your activities lined up, you’ll need to estimate how long they’ll take to complete. There are a number of techniques to help you get an accurate figure. For quicker results, there’s analogous estimating, which refers back to the time it took to complete similar past projects. There are also three-point estimates, which use a formula to calculate parameters of most likely, optimistic and pessimistic. Of course, there are other tools. Choose the one right for you and your project. Set Milestones Projects are big and tasks are small. Milestones are the steps between those two points. They are usually used to mark the end of one project phase and the beginning of the next. However, you can use a milestone to determine any major point in the project. Identify Dependencies Some of the tasks you collected are going to stand alone, while others are going to be dependent on others. That is, they won’t be able to start or stop until another starts or stops. These dependent tasks can cause problems later on in the project if you don’t identify them. Add Resources Tasks don’t complete themselves. You need to attach resources to them. Resources can be team members, materials, tools, etc. These all have associated costs and also estimated duration to determine how long you’ll need them for. Set Baseline Now you have a project schedule. Setting the baseline is just freezing this data—taking a snap shot of it. You’ll need that to compare your progress as you move into the execution phase of the project. How to Make a Schedule Baseline in ProjectManager.com Once you’ve made your schedule, save it. Now, you have a schedule baseline, and can use this document to compare to your actual progress when you execute the project. But there is a more efficient way to calculate your project variance. Time is a valuable resource in any project, and using cloud-based project management software like ProjectManager.com is how you can save time and money while boosting your project’s productivity. Here’s how it works. First, you’ll want to build out your schedule on our online Gantt chart. Import the tasks or use one of our industry-specific templates to start. Just like any schedule, you want to add the start and end dates. Then, the Gantt charts your project over a timeline. But here’s where things get interesting. Break up the larger schedule into more manageable parts with our milestone feature, which can divide the project into phases or indicate major deadlines. The Gantt can be further customized by color. Then, link dependencies, so they don’t sneak up on you during execution. If there are changes during execution, our Gantt can be edited simply by dragging and dropping the task to the new date. Setting the Baseline As noted, setting the baseline is how you measure project variance when you’re executing the tasks. Therefore, once you’ve completed your plan, you want to set the schedule baseline. All you have to do with our Gantt tool is to click the advanced settings. There, you’ll see an option to set the baseline. It’s that easy. When you have set your baseline, the planned start and finish dates will populate the baseline start and finish columns. These dates will not change unless you reset your baseline and override them. Our one-click reports include a project variance report that will compare your actual to planned progress. This is a great way to calculate project buffer, which is how much time you can add to a task without impacting the overall schedule. ProjectManager.com is an award-winning tool that helps managers schedule and gives them the tools they need to keep that schedule on track. From scheduling baselines to tracking project variance, you have control. Organize tasks, assign resources and monitor it all in real-time. Project Scheduling Tips 3 Best Project Management Charts for Project Planning The 10 Project Management Knowledge Areas (PMBOK) 6 Tips for Better Schedule Management
在你开始一个项目之前,你必须考虑时间。这是能够影响你的计划的最重要的变量。你如何在你必须完成的时间内完成你需要完成的事情?要做到这一点,你必须制定一个时间表。 时间表是项目计划的关键,但时间表实际上只是一个框架。一旦你按照它行动,一个任务一个任务地执行你的项目,计划就会改变。你怎样才能确保你的项目按计划进行,并保持在正轨上? 这就需要创建一个基准。通过创建一个基准项目计划和一个基准时间表,你就有办法比较你在执行项目中的位置ーー以及这是否与你当时的目标一致。 什么是日程基线? 无论您称之为基准进度还是进度基准,这个术语指的是完成的和批准的进度。日程基线可以用作一种工具,通过报告日程差异来衡量业绩。也就是说,可以使用日程基线来比较项目中某个时间段的计划位置和数据显示的实际位置。 正如你所知道的,一个项目的时间表是一系列任务的集合,这些任务必须在一个特定的时间表内完成,以达到该项目的最终交付成果。因此,计划基线是获取这个最终计划的一种方法,并将其作为一个基准来衡量您在执行项目中的进度。 计划基线捕获由于风险的发展而在您的计划中发生的更改。使用基准时间表意味着你可以更快而不是更晚地发现你的时间表中的这些变化,并迅速做出调整以保持在正轨上。 为什么要使用比较基准计划? 使用基准时间表的明显原因是,好吧,它可以帮助你保持在时间表上。如果没有一个,就像是在项目的当前上下文之外工作。没有办法知道应该排在时间表的哪个位置,因为没有基准来比较你的进度。 项目很少会不出现大量的问题。可能会有小事故,也可能是大事故。不管问题的严重性如何,其影响不可避免地会影响到你的日程表,使最后期限被打乱。你需要重新分配资源来稳定你的项目。 这意味着改变部分的时间表,以响应变化,并保持在轨道上,以满足你的最后期限。然而,在不断变化和挫折的情况下,进度基准保持稳定。它是一个项目,在变化的海洋中的恒定,允许你在风暴把你带到未知的水域时成功导航。 当然,有许多不同类型的基线。所有这些都很重要。基准时间表使您保持在目标上,并与基准项目计划相关,因为该时间表是更大项目计划的一部分。但是基线时间表包含了业务资产和资源,因此您可以正确地分配它们以保持时间表。 如何制定计划基准 在制定日程基准之前,您需要有一个日程安排。从收集所有需要执行的任务开始,最终完成任务。 确定任务 使用工作分解结构工具从你的最终交付物开始向后工作。这个工具确保你不会遗漏任何步骤。为了制定一个成功的日程表,你需要首先彻底定义每一项任务。与你的团队和利益相关者进行计划会议将有助于确保你不会在日程表中遗漏任何重要步骤。您还可以在研究类似项目时使用历史数据。 确定持续时间 一旦你安排好了所有的活动,你就需要估计完成这些活动需要多长时间。有一些技巧可以帮助你得到一个准确的数字。为了获得更快的结果,还有类似的估算,这是指过去完成类似项目所花费的时间。还有三点估计,用一个公式计算最有可能,乐观和悲观的参数。当然,还有其他的工具。选择一个适合你和你的项目。 设置里程碑 项目大,任务小。里程碑是这两点之间的步骤。它们通常用于标记一个项目阶段的结束和下一个项目阶段的开始。但是,您可以使用里程碑来确定项目中的任何主要点。 确定依赖项 你收集的一些任务将是独立的,而另一些任务将依赖于其他任务。也就是说,在另一个启动或停止之前,它们将无法启动或停止。如果您不识别这些依赖任务,它们可能会在项目的后期导致问题。 添加资源 任务不能自己完成。你需要给它们附加资源。资源可以是团队成员、材料、工具等。这些都有相关的成本和估计的持续时间,以确定多久你将需要他们。 设置基线 现在你有了一个项目时间表。设定基准线只是冻结这些数据ーー拍摄它们的快照。当您进入项目的执行阶段时,您将需要它来比较您的进度。 如何在ProjectManager.com中制定日程基线 一旦你制定了你的时间表,保存它。现在,您有了一个日程基线,并且可以使用此文档在执行项目时与实际进度进行比较。但是有一种更有效的方法来计算您的项目方差。 在任何项目中,时间都是宝贵的资源,使用像ProjectManager.com这样的基于云的项目管理软件可以节省时间和金钱,同时提高项目的生产率。下面是它的工作原理。 首先,你需要在我们的在线甘特图上建立你的时间表。导入任务或使用特定于行业的模板启动。就像任何日程安排一样,您需要添加开始日期和结束日期。然后,甘特图将你的项目按时间表排列。但有趣的地方在这里 用我们的里程碑特性将较大的时间表分解成更易管理的部分,它可以将项目划分为阶段或指示主要的截止日期。甘特图还可以根据颜色进一步定制。 然后,链接依赖项,这样它们就不会在执行过程中偷袭您。如果在执行过程中发生更改,只需将任务拖放到新日期,就可以编辑我们的甘特图。 设置基线 如前所述,设置基线是在执行任务时度量项目方差的方式。因此,一旦您完成了计划,就需要设置日程基线。你所要做的就是用我们的甘特工具点击高级设置。在那里,您将看到一个设置基线的选项。就这么简单 设置好基线后,计划的开始和结束日期将填充基线的开始和结束列。除非您重置基线并覆盖它们,否则这些日期不会更改。 我们的一键式报告包括一个项目差异报告,该报告将比较您的实际进度和计划进度。这是计算项目缓冲区的一个很好的方法,项目缓冲区是指在不影响整个日程安排的情况下,您可以为一项任务添加多少时间。 Projectmanager.com 管理是一个获奖工具,它可以帮助管理者安排日程,并为他们提供必要的工具来保持日程按计划进行。从计划基线到跟踪项目方差,您拥有控制权。组织任务,分配资源,并实时监控。 项目计划提示 用于项目规划的3个最佳项目管理图表 10个项目管理知识领域(PMBOK) 6个更好的日程管理技巧

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