Project Management

Building a Calendar-Based Schedule

In part three, Rachel Cobb shows how to transfer a project’s rough draft into a working calendar. She explains why starting from the end date helps identify timelines, holidays, and potential bottlenecks. By mapping tasks on a monthly template before entering them into Microsoft Project, Rachel demonstrates how to spot lag times, coordinate trades, and keep projects on track from start to finish.
Soft Skills
Best Practices
Maintenance
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Transcript

 Okay. My next step after I have laid out my sequence of events on my notebook is to take it and put it into a calendar on this project, because it is a ground up, it is a multi scope and it's gonna go across two and a half months. I do this pros process on smaller ones. I would skip this step. I would take the my sequence events from my notebook and put it straight into my calendar.

Or Microsoft project. Depending on the project, depending on the complexity, if it's a simple two week project, it just goes in the calendar. I don't waste my time in Microsoft Project. So with this laying this ground up project out, I will print off these free templates that you can get online. You just Google 'em for a free blank monthly template.

But if you do this process, make sure you get the ones that have the holidays in there. That way you're not forgetting to account for holidays in your schedule. Uh, a lot of newbies tend to do that. They forget to account for the holidays, and then they have residents that get upset or customers that are upset because you didn't have enough common sense to account for holidays in your schedule.

So when I go to this process, I start backwards. I go to my end date goal. My end date goal is here. What do I need to do in that last week? To get to that, where we currently are is here right now, and this is where I'll be doing my material orders and get my GCs uh, lined up. I just got my fence, um, installed, confirmed this morning.

Um, also scheduling, uh, other GCs, uh, general conditions, sorry, abbreviation. Um, but this is my boots in the ground date right now that I know of, so I will go from here. My end date work backwards, filling this out from my notes that I have here, filling all of this and going here, and then I will take this and this, this whole process right here will take me 10 or 15 minutes.

Then I will take this outline that I have and get on the computer with my Microsoft project and start putting it in there, and that's where I can start playing with my lag and lead times. And any bottlenecks that I have discovered because during this planning phase, I'm gonna hear back from my material suppliers as to when my materials are gonna arrive.

And that is gonna cause, um, some pinch points, some bottlenecks for me, uh, that I will have to work out throughout my schedule to still be able to hit my end date and also know what trades I can run simultaneously. Um, so. My next step, I'm gonna fill the rest of this out, and then on the next video I'll show you guys what it looks like in Microsoft Project as I get that finished.

Okay.