Join Bonnie Biafore for an in-depth discussion in this video Understanding the project scenario, part of Managing Subcontractor Projects with Microsoft Project.
- [Voiceover] In this course, you're a project manager for a company that's expanding its IT environment to handle a new medical records system. It has an IT group, but those folks don't have time to perform all the work. That's why your company has hired subcontractors to do most of the work. A security company is designing and installing a new security system. This company has its own project manager, who assigns work to its people, oversees the job, and reports progress to you.
They've given you a fixed price for the job to be payed in three installments as the company delivers milestones. All you have to do is keep track of the milestone dates. The system architect is an individual contractor. She designed the awesome existing environment and is going to handle the expansion design. She charges a fixed price with payment at acceptance. She'll submit a weekly status report that you can use to update the project.
The network engineer is another individual sub who gets the expanded network set up. This person charges by the hour and takes direction from you. When he sends his Excel file with his progress, you copy that info into your project. Another company is handling the system installation and configuration. This subcontractor has a team of three people who are mostly interchangeable. The sub's project manager has given you a project file for their part of the project.
Because they charge by the hour, you update the inserted file so you can monitor the sub's progress and cost. The IT department helps the subs with requirements, technical details, and testing, once the system and network are in place.
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.
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- 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.