6 Steps from Project Scope to Schedule

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Project managers are often looking for accelerators to improve project delivery and lessen the administrative burden. MindGenius solves this problem by providing an easy transition from project scope to an actionable project schedule in 6 easy steps.

Business

6 Steps from Project Scope to Schedule
with MindGenius by Andrew Makar

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

 Process of translating project scope into an actionable task
can be a tedious one

 MindGenius solves this problem in 6 easy steps

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

Step 1. Brainstorm the project scope

 MindGenius takes results of brainstorming session and helps
you organize thoughts and ideas

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

In Figure 1, MindGenius was used to collect and organize project requirements

Fig. 1 Brainstorm Project Scope

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

 Use a Work Breakdown Structure (WBS) to define the scope

 In MindGenius, Select Home - Map Layouts and select the
affinity map layout to change the map layout (Figure 2)

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

Fig. 2 WBS

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

Step 2. Assign task dependencies in the Gantt Chart view

 Assign dependencies between the tasks in the Work
Breakdown Structure.

 Select Tasks - Gantt View from the MindGenius navigation
bar

 In the Predecessors column, enter the task number of the
preceding tasks which will adjust the Gantt chart (Figure 3).

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

Fig. 3 Gantt Chart Sequencing

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

 Tasks can be added, removed and moved throughout the
task outline

 Any change to the tasks in this view will also be reflected in
the mind map view

 This means project managers can choose the view that
makes the most sense for the job

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

Step 3. Estimate task duration

 The next step is to estimate the duration of the tasks

 Clicking on a task will allow the user to adjust task
parameters i.e. start dates, finish dates, milestones and
costs.

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

Fig. 4 Duration Estimation

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

Step 4. Assign resources to tasks

 Define project team and assign them to specific tasks.

 Double click on the Resource column and select Edit
Resource List.

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

Fig. 5 Define the project team

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

 Team members can be assigned to a specific task by
clicking on the check box (Figure 6)

 Track specific work and team member progress

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

Fig. 6 Assign team members to tasks

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

Fig. 7 Assign Resources in Gantt View

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

 Project manager can switch back to the mind map view (Figure 8)

Fig. 8 Resource Assignment Map View

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

Step 5. Create a Resource Map and filter for Resource Assignments

 By selecting the Task - Create Resource Map button, tasks
will be organised by resource

 Navigate and filter map by resource using the Map Explorer

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

Fig. 9 Resource Map

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

Step 6. Export to Microsoft Project for detailed schedule development
(optional)

 Small project – MindGenius can manage schedule

 Larger project - entire mind map can be exported to
Microsoft Project.

 Milestones, start, finish dates, resources and costs will all
easily export to the Microsoft Project schedule.

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

Fig. 10 MS Project Export

 In 6 easy steps, project managers can define project scope and generate
a meaningful project schedule within a single tool.

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

For a free 30 day trial, visit
www.mindgenius.com

All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

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6 Steps from Project Scope to Schedule

5.  Use a Work Breakdown Structure (WBS) to define the scope  In MindGenius, Select Home - Map Layouts and select the affinity map layout to change the map layout (Figure 2) All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

7. Step 2. Assign task dependencies in the Gantt Chart view  Assign dependencies between the tasks in the Work Breakdown Structure.  Select Tasks - Gantt View from the MindGenius navigation bar  In the Predecessors column, enter the task number of the preceding tasks which will adjust the Gantt chart (Figure 3). All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

9.  Tasks can be added, removed and moved throughout the task outline  Any change to the tasks in this view will also be reflected in the mind map view  This means project managers can choose the view that makes the most sense for the job All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

10. Step 3. Estimate task duration  The next step is to estimate the duration of the tasks  Clicking on a task will allow the user to adjust task parameters i.e. start dates, finish dates, milestones and costs. All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

12. Step 4. Assign resources to tasks  Define project team and assign them to specific tasks.  Double click on the Resource column and select Edit Resource List. All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

14.  Team members can be assigned to a specific task by clicking on the check box (Figure 6)  Track specific work and team member progress All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

18. Step 5. Create a Resource Map and filter for Resource Assignments  By selecting the Task - Create Resource Map button, tasks will be organised by resource  Navigate and filter map by resource using the Map Explorer All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

20. Step 6. Export to Microsoft Project for detailed schedule development (optional)  Small project – MindGenius can manage schedule  Larger project - entire mind map can be exported to Microsoft Project.  Milestones, start, finish dates, resources and costs will all easily export to the Microsoft Project schedule. All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

21. Fig. 10 MS Project Export  In 6 easy steps, project managers can define project scope and generate a meaningful project schedule within a single tool. All rights reserved worldwide. Copyright © 2013 MindGenius Ltd.

Editor's Notes

Fig. 1 Brainstorm Project Scope

6 Steps from Project Scope to Schedule

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