Project Scheduling Template
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11Project Scheduling Template
Summary
This document provides a scalable scheduling tool and associated schedule development,
analysis, and monitoring methods that can be used by Implementing Agencies (IA) to prepare,
monitor, and report project schedules.
Microsoft Project® is the recommended scheduling tool for most projects. This tool is scalable
for most Checklist A, B, and C project categories as defined in the Scalable Tools Work Product,
which includes routine or scalable projects of any project budget, and complex projects up to
$10M. For Checklist C projects, a simplified schedule such as a list of tasks or phases with
schedule milestones may be adequate. For larger, more complex Checklist A projects, a more
robust resource loaded project schedule is recommended, which is beyond the scope of this
scheduling tool. In addition, resource-loaded scheduling is beyond the scope of this tool in this
context.
The scheduling tool requires inputs from schedule development and analysis processes to
produce a project schedule, and also supports schedule performance monitoring. Examples of
these processes include work breakdown structure, Critical Path Method (CPM) scheduling, and
Schedule Performance Index (SPI) monitoring. The recommendations in this document assume
that project managers have experience in schedule management processes. Several schedule
management methods with particular application in meeting King County’s project scheduling
requirements are included. The IA will need to develop this tool for standard agency work and
then it can be updated by the PM for specific project work.
Purpose
To provide project managers, project control officers, coordinators, and other staff who manage
King County capital improvement projects (CIP) with a scalable tool and schedule development
processes for preparing, monitoring, and reporting project schedules.
Objectives
These are the objectives of the scheduling tool:
1. Describes the use of Microsoft Project® scheduling tool and its use related to key King
County schedule elements.
2. Presents an overview of selected schedule development, analysis, and monitoring methods
that have specific application to King County scheduling requirements.
3. Describe key considerations for developing a schedule for King County capital projects.
4. Identify schedule reporting requirements to consider when developing a project schedule.
5. Familiarize IA project management staff with terminology associated with project schedules
and the start and end of project phases.
6. Provide a list of resources to aid in preparing project schedules.
This tool does not intend to provide requirements or specific instructions on how to prepare a
project schedule; that is an IA and project-specific activity that is beyond the scope of this
scheduling tool.
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Parent category: Business