You can create task dependencies by manually entering a task's predecessor, or by selecting two or more tasks and clicking the Link Tasks button on the Task menu. Create dependencies between tasks by linking task numbers in the Predecessor column without proper dependency links MS Project cannot predict the project schedule.
If the two resources will share the task, click the MS prompt and select Reduce duration but keep the same amount of work. A task shared by two resources work effort updated to 16 hours. If you assign multiple resources to a single task, MS Project will automatically increase the Work (Effort).Ī task with 1 day duration assigned to 1 resource work effort updated to 8 hours.
MS Project will automatically update the Work column based on number of resources and duration entered for each task. Assign resources and enter duration and work estimates for each. Navigate back to the Gantt chart view and start adding the tasks and activities that will occur in each phase.ĥ. Navigate to the Resource Sheet and enter the names of your team as well as any resource cost information you have.įigure 2 - Add Resource Information to Resource SheetĤ. Breaking down the tasks for each phase is easier if you have a lifecycle structure to work within.įigure 1 - High Level Tasks with Auto Schedulingģ. Begin by adding only the high level phases for the project lifecycle. We recommend before adding any tasks to the project plan, confirm that Auto Scheduling is selected for new tasks.Ģ. It is a good idea to let Microsoft Project manage the scheduling. Open Microsoft Project and start a new blank project (we are using MS Project 2013 version). Target Dates for the CRM Implementationġ. CRM costs for software, services and support.Ħ.Constraints, caps, not-to-exceed amounts.
Deliverables list(s) - Refer to our blog on How to Define Scope for a Dynamics CRM Project. Part One: Identify the Known Parts of Your Planįor this first part, refer to the project's planning documentation, which should include a contract, statement of work or scope plan, as well as the resource, risk, quality and financial plans to identify the following:ġ. Today's blog will help you plan for a successful CRM implementation, so let's get started!
It may be time-bound or constrained by a set of deliverables or goals, but a project is not a set of repetitive, ongoing tasks or services. Remember, a project is a temporary effort that has a defined beginning and end. Before you start building your Microsoft Project Plan for a CRM implementation, you must have a clear definition of the project. A CRM implementation project plan is the roadmap for leading teams through all the activities required for a successful implementation.