SOW / Open Workbench
By Wilmer Arellano
Fall 2009
Please download and install
http://www.openworkbench.org/ http://www.openworkbench.org/index.ph
p?option=com_docman&Itemid=55
References Some Excerpts from the book:
• Karl T Ulrich and Steven D. Eppinger. (2004). Product Design and Development. Third Edition. Mc Graw Hill, Irwin. ISBN-13: 978-0-07-247146-5.
Some Excerpts from the book • “Engineering Design, a Project Based Introduction”, second edition
by Clive I. Dym and Patrick Little. John Wiley and Sons, Inc. ISBN 0-471-25687-0
http://en.wikipedia.org/wiki/Statement_of_workhttp://en.wikipedia.org/wiki/Work_breakdown_structurehttp://www.maxwideman.com/musings/wbswar.htmhttp://www.inforapid.com/ http://office.microsoft.com/en-us/assistance/
HA011361531033.aspx#Step%201http://www.openworkbench.org/
Project management Product development involves:
• many people
• many different tasks. Successful product development projects result in:
• high-quality;
• low-cost products
• efficient use of time,
• money,
• and other resources.
Project management
Project management is the activity of planning and coordinating resources and tasks to achieve the project goals.
Statement Of Work (SOW) A statement of work (SOW) is a document used in the
Project Development and organizes information about:• Scope of Work (WBS), Describes the work to be done in
detail and specifies the hardware and software involved and the exact nature of the work to be done.
• Location of Work, Describes where the work is to be performed. Specifies location of hardware and software and where people will meet to perform the work.
• Period of Performance, This specifies the allowable time for projects, such as start and finish times.
• Deliverables Schedule, This part list the specific deliverables, describing what and when it is due.
• Who is responsible for what. Similar to an estimate of somebody fixing your roof
Statement Of Work (SOW)
The information indicated in the previous slide is presented in that section of the proposal as needed
There is no need to summarize as presented in the slide
Work Breakdown Structure (WBS) The WBS is the hierarchical list of the project's phases, tasks
and milestones
• Phase: A group of related tasks that completes a major step in a project.
• Task: An activity that has a beginning and an end. Project plans are made up of tasks.
• Milestone: A reference point marking a major event in a project and used to monitor the project's progress.
Scope: The combination of all project goals and tasks, and the work required to accomplish them.
• The scope translates into the timeline and budget. Budget: The estimated cost of a project. http://office.microsoft.com/en-us/assistance/
HA011361531033.aspx#Step%201
Work Breakdown Structure (WBS) The WBS may describe:
• the activities of the project or • Activities speak to the work involved in the project,
• or its deliverables. • Deliverables speak to end results.
If activities, then the WBS is expressed by sentences commencing with verbs,
but if deliverables, then the entries are expresses as nouns.
http://www.maxwideman.com/musings/wbswar.htm We will base our WBS on deliverables. Please
make that clear in your WBS
Work Breakdown Structure (WBS) The WBS was initially developed by the U.S. defense
establishment, and it is described in Military Standard as follows:
• “A work breakdown structure is a product-oriented family tree composed of hardware, software, services, data and facilities”
• http://h2o.enr.state.nc.us/bims/WBS/Support_Project_WBS.html
Work Breakdown Structure (WBS)
• This is what we want Deliverables based WBS• http://en.wikipedia.org/wiki/
Work_breakdown_structure#Example_of_a_work_breakdown_structure
Work Breakdown Structure (WBS)
The 100% rule• The rule applies at all levels within the hierarchy:
the sum of the work at the “child” level must equal 100% of the work represented by the “parent” and the WBS should not include any work that falls outside the actual scope of the project, that is, it cannot include more than 100% of the work
• The best way to adhere to the 100% Rule is to define WBS elements in terms of deliverables.
Phase: A group of related tasks that completes a major step in a project.
Task: An activity that has a beginning and an end. The end is marked by a deliverable
Documenting (WBS) Phase 1.1-Antenna Design
• Objective: To produce a 50 Ohm input impedance antenna with a power handling capability of 100 Watts with minimum cost and a minimum power gain of 3 dB
• Approach: Two method will be used and compared to select the more economical design. Method 1 will consist of the recently acquired Antenna Design Software and method 2 will be based on newly published formulas by A. Jones [4]
• Expected Results: A fully functional transmit antenna with accompanying literature and mounting hardware.
This phase will consist of the following tasks:• Antenna Design• Antenna Construction• Antenna Testing
Remember this is a deliverable based description
Project Timeline/ Sequential Tasks Tasks are sequential when they are dependent on the output
of another task. These because the dependencies impose a sequential order in which the tasks must be completed.
We do not necessarily mean that the later task cannot be started before the earlier one has been completed
Project Timeline/ Parallel task
Two tasks are parallel when they are both dependent on the same task but are independent of each other.
Project Timeline/ Coupled tasks Coupled tasks are mutually
dependent; each task requires the result of the other tasks in order to be completed. Coupled tasks either must be executed
• simultaneously with continual exchanges of information or
• must he carried out in an iterative fashion.
Milestones
Examples: • Prototype Implementation.
• Testing.
• Documentation.
• Demonstration.
Each Milestone should be explained with a sentence or two
PERT Charts (program evaluation and review technique)
• PERT (program evaluation and review technique) charts explicitly represent both dependencies and timing, in effect combining some of the information contained
in the DSM and Gantt chart.
The Critical Path• The dependencies among the tasks in a PERT chart, some of which may be
arranged sequentially and some of which may be arranged in parallel, lead to the concept of a critical path. The critical path is the longest chain of dependent events.
Example
1. TransmiterAntenna Design 25%
1. Transmiter Modulator Design 25%
Power Amplifier Design 50%
Example
1.1 Antenna DesignTheorical Design 5%Antenna Construction 10%Antenna testing 5%
1. Transmiter Antenna Packaging 3%Antenna Design 25% Monitoring 2%
1. Transmiter Modulator Design 25%
Power Amplifier Design 50%
Example
1.1 Antenna DesignTheorical Design 5%Antenna Construction 10%Antenna testing 5%
1. Transmiter Antenna Packaging 3%Antenna Design 25% Monitoring 2%
1. Transmiter Modulator Design 25% 1.2 Modulator DesignAudio interface Module 10%
Power Amplifier Design 50% Mixer Module 10%Output Stage Module 5%
1.3 Power Amplifier Design
Example
1.1 Antenna DesignTheorical Design 5%Antenna Construction 10%Antenna testing 5%
1. Transmiter Antenna Packaging 3%Antenna Design 25% Monitoring 2%
1. Transmiter Modulator Design 25% 1.2 Modulator DesignAudio interface Module 10%
Power Amplifier Design 50% Mixer Module 10%Output Stage Module 5%
1.3 Power Amplifier Design
Continue with next Phase
Possible Research (Missing Percentages)
Find Area of InterestFind ArticlesRead Articles
Finalize
DetailsWritten Report
Determine topics to coverWrite Topics
ResearchCreate Content
Research Project Power Point Obtain Graphics
http://en.wikipedia.org/wiki/Work_breakdown_structure
Alternate Style (not what we want to use)
This is just an example, you can customize as you like.
In Favorites Gantt Charts, double-click the little square and enter:
• A new Phases with:
•Name
•Category
•And ID
Make sure to select phase
The first phase has been created
In Favorites Gantt Charts, double-click the little square and enter:
•The Tasks with:
•Names
•Category
•And ID
•Duration
•Could leave blank
•Probably Better
Make sure to select task
The first task has been entered
This is how it would look after all tasks for the first phase have been entered
To indicate task’s dependencies drag from the end of one task to the beginning of the next one
Click here to auto-schedule
This is how it would look like
Red Color indicates the Critical Path
1.1 Antenna DesignTheorical Design 5%Antenna Construction 10%Antenna testing 5%
1. Transmiter Antenna Packaging 3%Antenna Design 25% Monitoring 2%
1. Transmiter Modulator Design 25% 1.2 Modulator DesignAudio interface Module 10%
Power Amplifier Design 50% Mixer Module 10%Output Stage Module 5%
1.3 Power Amplifier Design
Project with two phases included
It is a coincidence that the two phases have same duration
Click to see the PERT
The zoom commands were used to fit the chart in the window
On planning, Resource assignment, double click the little square to enter the resources and their costs
Do the same for non labor resources
Use Equipment for Space
You can add the cost of components as “material”
Right click on the tasks and select assignment to assign resources to the tasks
Select Resource and click on Assign
Enter estimated hours in Estimate
As components were entered with a rate of $100, 1.5 will represent $150
The yellow color indicates that the task is low in resources, more hours or space or equipment, etc are needed
If you need to add a new task or phase in between tasks or phases, right click the square and select insert task
There will be a problem if you click schedule again
As the Audio Interface Module and the Mixer Module were using the same resources, they were converted to sequential.
You would need to add more resources to keep the tasks in parallel
The zoom commands were used to fit the chart in the window
•Another Low Frequency Engineer was included
•Two more Lab Spaces were included
•It was not necessary increase the project duration
Click on controlling and then Revise Schedule to see the budget
Set The base Line
Updating The Project Status
Updating The Project Status
Updating The Project Status
Double Click on the affected tasks and change the changes in estimated and actual time per Resource
Updating The Project Status
The task bar changes colour to reflect status (Red / Blue – Not Started)(Purple – Started)(Grey – Progress completed)The task name changes colour to reflect status (Red – Not Started)(Purple – Started)(Green – Completed)
Updating The Project Status
If the task is completed enter 0 in Estimate
Updating The Project Status
We reduced 20 hours but because of the weekend it appears to be a longer time
Milestones
Milestones
Drag the milestone to the desired location
Milestones
Copy and Paste
Table cells can be copied and pasted into excel
By the way, this is a representation of the WBS
Phase 1.1 Antenna Design HardwareTask 1.1.1 Theoretical Design HardwareTask 1.1.2 Antenna Construction HardwareTask 1.1.3 Antenna Testing HardwareTask 1.1.4 Antenna Packaging HardwareTask 1.1.5 Monitoring HardwarePhase 1.2 Modulator Design HardareTask 1.2.1 Audio Interface ModuleTask 1.2.2 Mixer Module HardwareTask 1.2.3 Output Stage ModuleMilestone Prototype Prototype Ready Hardware
Task 1.1.1 Theoretical Design HardwareTask 1.1.2 Antenna Construction Hardware
Phase 1.1 Antenna Design Hardware Task 1.1.3 Antenna Testing HardwareTask 1.1.4 Antenna Packaging HardwareTask 1.1.5 Monitoring Hardware
Task 1.2.1 Audio Interface ModuleTask 1.2.2 Mixer Module Hardware
Phase 1.2 Modulator Design Hardare Task 1.2.3 Output Stage ModuleMilestone Prototype Prototype Ready Hardware
You can use the information from Openworkbench to build your WBS
The Budget
JohnSmith 15 $225.00
Circuits Lab 10 $70.00JohnSmith 10 $150.00
Circuits Lab 2 24 $24.00Mary Morrison 20 $300.00Circuits Lab 32 $224.00John Martinez 32 $480.00Comp Mod $150.00John Martinez 40 $600.00Lab Circuits 3 40 $280.00
$2,503.00
Even the Components are included here
Class Assignment Elaborate SOW of your Senior II Project Elaborate Budget
• Summarize resources, do not list them more than once
Make sure that you:• Include Senior Design I and II activities and set a Baseline
• Follow Style Guidelines
• Include Contents in the Right Section #s
• Include TITLE PAGE AND CONTENTS
• WBS (using 100% Rule)
• Gant Chart
• Pert
• Critical Path
• Print only what is required, do not waste paper
• Include your Mentor time and any consultant time in the resources
Class Assignment
Grading:Report Deduction Reason Heading Style, Single Occurrence 4 Heading Style, Multiple Occurrences 7 Starting with picture, table or graph Single Occurrence 4 Starting with picture, table or graph Multiple Occurrence 7 Not presenting required information Case by Case Not Presenting Title Page 4 Not Presenting Table of contents, List of Figures, List of Tables 4 Maximum grade 40 Presentation 40
Class Assignment
Deliverables• Printed Report
• Oral Presentation with visuals
• Demonstration of full proposal body according to Word Tutorial
• Need Analysis
Make sure you use a version system for archiving your proposal
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