Expert project manager Bonnie Biafore introduces approaches for working with subcontractors, including how to set them up in Project and incorporate their schedules. The course then explains how to set up multiperson team resources, assign subcontractors to tasks, periodically update the project, and review subcontractor performance based on cost, work, and schedule, and in relation to the overall project. Follow along with the sample Project file, featuring before-and-after examples you can use to compare your work to the author's.
Note: This course was designed in collaboration with author John Riopel. The techniques apply to Project 2010, 2013, and 2016.
- Explain how to show the type of contract for a new resource.
- Recall how to set up a team resource to track time and cost.
- Recognize the benefits of inserting a subcontractor’s project into a main project file.
- Determine how to add a summary task as a part of a last milestone.
- Identify the steps taken to view all tasks assigned to a specific subcontractor.
- Summarize the type of relationships shown in four kinds of charts in the Resource Cost Overview.
Skill Level Intermediate
- [Voiceover] Hi, I'm Bonnie Biafore. Welcome to Managing Projects that use Subcontractors. When you outsource work to subcontractors, you still have to make sure your project is running the way it should. Bottom line, you don't need to know every last detail of what subs are doing. We start by setting up resources for subcontractors who are paid by the hour, we'll create resources to represent a subcontractors team of interchangeable people. In addition, we'll look at how to use Microsoft Project cost resources for fixed-price contracts.
Next, we'll set up tasks for subcontractor work and assign their resources. Once work begins, it's time to monitor your subs' progress. We'll produce task lists for the subs you manage directly. We wrap up with reviewing subcontractor performance. I'll show you how to customize views and reports to analyze subs' performance in various ways. The techniques in the course apply to Project 2010, 2013, and 2016.
When subcontractors work on a project, you need to stay on top of how those subs are doing. So there's no time to waste, let's get started with Managing Projects that use Subcontractors.