Upload
david-luigi-fuschi-phd
View
19
Download
3
Embed Size (px)
Citation preview
HOW TO ESTIMATE REQUIRED
RESOURCES
Prof.Dr.Ing. David Luigi FUSCHI
Project life cycle
Definition
Proposal
PlanningExecution
Phase-out
Analyse
Plan
Execute
Project life cycle
Definition Proposal Planning Execution Phase-out
Definition Proposal Planning Execution Phase-out
Overall personnel effort
Definition Proposal
Project n
Project n+1
Project n+2
Contract
Project life cycle
Definition• Business
needs• Deliverables• Project
boundaries• Success
criteria
Proposal• Scope• Milestones• Budget• Risks• Team
Planning• Implementation• Training• Integration• Budget• Critical path
Execution• Development• Testing• Training• Monitoring• Adjusting
Phase-out• Go-live• Turnover to
support• Reassign• Improve• Maintenance
Charter approved
Proposal approved
System manual
Hand-out approved
Plan approved
Business Technical
Business Needs
Starting point
Clearly define objectives and outcomes
Set out the SoA and the progress planned in the proposal
Describe the activities to be performed
Example1 1 48 1.00 MGT 482 1 48 11.00 RTD 483 4 42 37.00 RTD 394 1 48 0.00 RTD 485 1 48 10.00 RTD 486 7 42 0.00 RTD 367 1 48 2.00 RTD 488 18 48 3.50 DEM 319 1 48 3.00 OTH 48
67.50100.0%
WP Description Start End Effort Dur.
Consortium ManagementCreative Media ExperienceMetadata Semantics & WF for netw orked spactial mediaImage & metedata capure & codingProduction for spatial mediaDistribution & displayRoute to exploitationDemonstration of new technologies & experimental productionsDissemination
Nature
Project structure
TotalRelative weight in %
Y1 Y2 Y3 Y4Effort Effort Effort Effort Effort Weight
1 0.25 0.25 0.25 0.25 1.00 1.5%2 2.75 2.75 2.75 2.75 11.00 16.3%3 8.54 11.38 11.38 5.69 37.00 54.8%4 0.00 0.00 0.00 0.00 0.00 0.0%5 2.50 2.50 2.50 2.50 10.00 14.8%6 0.00 0.00 0.00 0.00 0.00 0.0%7 0.50 0.50 0.50 0.50 2.00 3.0%8 0.00 0.79 1.35 1.35 3.50 5.2%9 0.75 0.75 0.75 0.75 3.00 4.4%
15.29 18.92 19.49 13.80 67.50 100.0%22.6% 28.0% 28.9% 20.4% 100.0%Relative weight in %
Total
Production for spatial mediaDistribution & display
Dissemination
Linear yearly workload (MM)Total
Metadata Semantics & WF for netw orked spactial mediaImage & metedata capure & coding
WP Description
Consortium ManagementCreative Media Experience
Route to exploitationDemonstration of new technologies & experimental productions
Planning
Prepare a Work Break Down Structure (WBS) Assign roles and responsibilities
2008 2009 2010 2011 2012
Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 481 1 48 1.00 48 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 1.002 1 48 11.00 48 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 11.003 4 42 37.00 39 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 37.004 1 48 0.00 48 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.005 1 48 10.00 48 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 10.006 7 42 0.00 36 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.007 1 48 2.00 48 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 2.008 18 48 3.50 31 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 0.11 3.509 1 48 3.00 48 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 3.00
0.56 0.56 0.56 1.51 1.51 1.51 1.51 1.51 1.51 1.51 1.51 1.51 1.51 1.51 1.51 1.51 1.51 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 1.62 0.68 0.68 0.68 0.68 0.68 0.68 67.500.56 1.13 1.69 3.20 4.71 6.22 7.73 9.24 10.75 12.27 13.78 15.29 16.80 18.31 19.82 21.33 22.84 24.47 26.09 27.72 29.34 30.97 32.59 34.21 35.84 37.46 39.09 40.71 42.33 43.96 45.58 47.21 48.83 50.45 52.08 53.70 55.33 56.95 58.58 60.20 61.82 63.45 64.12 64.80 65.47 66.15 66.82 67.501% 1% 1% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 2% 1% 1% 1% 1% 1% 1% 100%
100%23%
Project Gant Chart
WP Description Start End Effort Dur.
Consortium ManagementCreative Media ExperienceMetadata Semantics & WF for netw orked spactial mediaImage & metedata capure & codingProduction for spatial media
Route to exploitationDemonstration of new technologies & experimental productions
Distribution & display
Dissemination
Relative w eight on overall effort (%) 100%
Total effort 67.50Cumulated Effort
ExampleWP Work package title 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
1 Management and quality assurance1.1 Consortium Management t M1.1 t M1.31.1.1 Project Co-ordination1.1.2 Project Qual i ty Assurance tM1.21.1.3 Project Risk Assessment & Management1.2 Project Adminis tration & qual i ty assurance2 New approaches to ICT learning, training and education2.1 Identifi cation of gaps in ICT education/tra ining landscape tM2.12.2 Turning identifi ed gaps into educational requirements2.3 Roadmap for the defi nition of new ICT tra ining programmes t M2.23 Support to Clusters and Grand Coalition 3.1 Identifi cation of best practices in the targeted clusters tM3.23.2 Onl ine col laboration and discuss ion platform tM3.13.3 Guidel ines for effi cient ICT jobs match making t M3.34 Exploration of national platforms supporting labour market matching4.1 Identifi cation of good/bad practices , recommendations4.2 Provis ion of a service for labour market matching t M4.14.4 Support in creation of new regional/national platforms5 Impact evaluation5.1 Pi lot actions in each cluster5.2 Stakeholders acceptance evaluation t M5.16 Outreach and sustainability6.1 Outreach and promotion planning t M6.36.2 Susta inabi l i ty planning t M6.26.3 Community bui lding t M6.1 t M6.4
MilestonesM1.1 Project Inception, M1 M3.3 Initial version of project guidelines release, M12
M1.2 Quality Assurance inception, M2 M4.1 Experimental labour market matching light service release, M10
M1.3 Project Closure, M24 M5.1 Impact Assessment, M24
M2.1 Initial gaps and requirements identification, M8 M6.1 Portal availability, M4
M2.2 ICT Education Roadmap release, M24 M6.2 Sustainability strategy delivery, M6
M3.1 Collaboration platform release, M6 M6.3 Communication strategy implementation, M12
M3.2 Initial best/bad practices identification, M6 M6.4 Outreach strategy implementation, M24
Budgeting
Based on Work Break Down Structure (WBS) and responsibilities estimate personnel effort
Evaluate the effort based on prior experience
Evaluate the number of meetings and travels
Estimate the needed equipment
Example2008 2009
Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb
1 2 3 4 5 6 7 8 9 10 11 121 1 48 1.00 48 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.02 0.022 1 48 11.00 48 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.23 0.233 4 42 37.00 39 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.95 0.954 1 48 0.00 48 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.005 1 48 10.00 48 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.21 0.216 7 42 0.00 36 0.00 0.00 0.00 0.00 0.00 0.007 1 48 2.00 48 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.04 0.048 18 48 3.50 319 1 48 3.00 48 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06 0.06
0.56 0.56 0.56 1.51 1.51 1.51 1.51 1.51 1.51 1.51 1.51 1.510.56 1.13 1.69 3.20 4.71 6.22 7.73 9.24 10.75 12.27 13.78 15.291% 1% 1% 2% 2% 2% 2% 2% 2% 2% 2% 2%
2008 2009
Mar Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb
1 2 3 4 5 6 7 8 9 10 11 12
1 Y 0.16 0.05 0.60 0.45
15 Y 0.52 0.30 0.30 0.30 1.00 1.00
28 Y 0.50 0.50
33 Y 0.72 0.67 0.58 0.68 0.50 0.55 0.38 0.16 0.16 0.16 0.80 1.00
0.88 0.67 0.58 0.68 0.50 1.07 0.38 0.51 0.46 0.46 2.90 2.95
0.56 0.56 0.56 1.51 1.51 1.51 1.51 1.51 1.51 1.51 1.51 1.51
-0.32 -0.11 -0.02 0.83 1.01 0.44 1.13 1.00 1.05 1.05 -1.39 -1.44
23%
Use(Y/N)
ZHU Meng
CHOUDRI Said
Planned (c)
Delta (c - a)
Total (a)
Project Gant Chart
WP Description Start End Effort Dur.
Consortium ManagementCreative Media ExperienceMetadata Semantics & WF for netw orked spactial mediaImage & metedata capure & codingProduction for spatial media
Route to exploitationDemonstration of new technologies & experimental productions
Distribution & display
Dissemination
Project Effort Actual Deployment
ID
Relative w eight on overall effort (%) 100%
Total effort 67.50Cumulated Effort
Effort per Resource
BADII Atta
FUSCHI David Luigi
Budgeting
Estimate consumables Estimate other relevant costs
2008 2009
Mar Apr May J un J ul Aug Sep Oct Nov Dec J an Feb
1 2 3 4 5 6 7 8 9 10 11 12Y 3,858.17£ 2,792.49£ 2,417.38£ 2,834.17£ 2,083.95£ 3,625.66£ 1,583.80£ 1,703.99£ 1,436.08£ 1,436.08£ 10,338.65£ 10,368.52£ 44,478.93£
N -£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£
N -£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£
N -£ 123.90£ -£ 322.56£ 95.60£ -£ -£ 235.60£ 625.71£ 354.09£ 559.79£ -£ 2,317.25£
N -£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£
N -£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£
N -£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£
-£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£ -£
-£
-£
2,314.90£ 1,749.83£ 1,450.43£ 1,894.04£ 1,307.73£ 2,175.40£ 950.28£ 1,163.75£ 1,237.08£ 1,074.10£ 6,539.07£ 6,221.11£ 28,077.71£
-£
6,173.07£ 4,666.22£ 3,867.80£ 5,050.76£ 3,487.27£ 5,801.05£ 2,534.08£ 3,103.34£ 3,298.87£ 2,864.28£ 17,437.51£ 16,589.63£ 74,873.89£
Use(Y/N)
Monthly Expenditures
N
Dire
ctIn
-
Other specif ic
Computing
Travels
Personnel
Equipment
Overheads
Adjustments
Total
Project Expenditures
Consumables
Other
Audit
Subcontracting
IPR Protection
Example
77%
20%
3%Direct Costs Allocation
PersonnelTravelOther direct
Item Cost Ratio FundingPersonnel 716,447.0 76.7% 716,447 Travel 186,000.0 19.9% 186,000 Consumables 2,000.0 0.2% 2,000 Other 10,000.0 1.1% 10,000 Advisory 20,000.0 2.1% 20,000 Total Direct 934,447.0 100.0% 934,447
Indirect (7%) 65,414.0 65,414
Total 999,861.0 999,861
Travel item Cost Qtty TotalFlight 200 2 400 Hotel 100 4 400 Subsistence 50 4 200 Total 10 1000
Example
01/03/2008 Project Accounting and Operational Currency29/02/2012 Organisation Standard Operation Currency
48.0 0.7660000 03/03/2008
4.0
Date Estimate Actual
01/03/2008 04/03/2009 0.9093000 0.9093000
29/02/2012 04/03/2010 0.9930000
48.0 04/03/2011 0.9930000
4.0 03/03/2012 0.9930000
N 03/04/2009(1) if needed and applicable(2) used for future periods .
3 12
Reporting frequency (Months)Financial rep. freq. (Months)
Project Short Name
Actual dates
2020 3D MEDIA2020 3D MEDIA Spatial Sound And VisionICT-FP7-215475
Project Full NameContract ref.
Exchange Rate(1) for estimates(2)
H5045300
Project Start Date Exchange Rate(1) for reporting Period 1Exchange Rate(1) for reporting Period 2
Exchange Rate(1) for reporting Period 3
Exchange Rate(1) for reporting Period 4
Internal Code
Planned Start DatePlanned End Date
Planned Duration (Months)
Project End Date
Planned Duration (Years)
Planned Duration (Years)
Reporting frequencies
Extended (Y/N)
Project References
Exchange Rate(1) at project signature / onset
EURGBP
Planning dates Accounting summary
Exchange rates
60%Project Overhead %
0.9930000
Project Duration (Months)
ExampleBudget in EUR RTD Demo Training Coord. Support Manag. Other Total
Personnel 318,460.00 17,220.63 0.00 0.00 0.00 10,690.63 17,760.63 364,131.88
Equipment 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Consumables 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Travel 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Computing 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Other specif ic costs 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
IPR Protection 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Sub-Total 318,460.00 17,220.63 0.00 0.00 0.00 10,690.63 17,760.63 364,131.88Subcontracting 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00Overheads 191,076.00 10,332.38 0.00 0.00 0.00 6,414.38 10,656.38 218,479.13
509,536.00 27,553.00 0.00 0.00 0.00 17,105.00 28,417.00 582,611.00382,152.00 13,777.00 0.00 0.00 0.00 17,105.00 28,417.00 441,451.00
75% 50% 100% 100% 100% 100% 100% 76%
Total Cost
Project Budget
Dire
ct
FundingAllow ed Funding %
In-
Budget in EUR Y1 Y2 Y3 Y4 TotalPersonnel 82,474.31 102,091.45 105,136.76 74,429.35 364,131.88
Equipment 0.00 0.00 0.00 0.00 0.00
Consumables 0.00 0.00 0.00 0.00 0.00
Travel 0.00 0.00 0.00 0.00 0.00
Computing 0.00 0.00 0.00 0.00 0.00
Other specif ic costs 0.00 0.00 0.00 0.00 0.00
IPR Protection 0.00 0.00 0.00 0.00 0.00
Sub-Total 82,474.31 102,091.45 105,136.76 74,429.35 364,131.88Subcontracting 0.00 0.00 0.00 0.00 0.00Overheads 49,484.59 61,254.87 63,082.06 44,657.61 218,479.13
131,958.90 163,346.33 168,218.82 119,086.95 582,611.0099,986.76 123,769.37 127,461.32 90,233.54 441,451.00
23% 28% 29% 20% 100%
In-
Dire
ct
Total CostFunding
Expected yearly load %
Budget linear distribution on project time-span
ExampleCosts in EUR Y1 Y2 Y3 Y4 Total
Personnel 48,915.58 11,790.57 0.00 0.00 60,706.15Equipment 0.00 0.00 0.00 0.00 0.00Consumables 0.00 0.00 0.00 0.00 0.00Travel 2,548.39 8,654.99 11,710.74 0.00 22,914.12Computing 0.00 0.00 0.00 0.00 0.00Other specif ic costs 0.00 0.00 37.30 0.00 37.30IPR Protection 0.00 0.00 0.00 0.00 0.00
Sub-Total 51,463.97 20,445.57 11,748.04 0.00 83,657.57Subcontracting 0.00 0.00 0.00 0.00 0.00Overheads 30,878.38 12,267.34 7,048.82 0.00 50,194.54
82,342.34 32,712.91 18,796.86 0.00 133,852.11Total Cost
Actual Project Cost on project time-span (b)
Dire
ctIn
-
Budget in EUR Y1 Y2 Y3 Y4 TotalPersonnel 82,474.31 102,091.45 105,136.76 74,429.35 364,131.88Equipment 0.00 0.00 0.00 0.00 0.00Consumables 0.00 0.00 0.00 0.00 0.00Travel 0.00 0.00 0.00 0.00 0.00Computing 0.00 0.00 0.00 0.00 0.00Other specif ic costs 0.00 0.00 0.00 0.00 0.00IPR Protection 0.00 0.00 0.00 0.00 0.00
Sub-Total 82,474.31 102,091.45 105,136.76 74,429.35 364,131.88Subcontracting 0.00 0.00 0.00 0.00 0.00Overheads 49,484.59 61,254.87 63,082.06 44,657.61 218,479.13
131,958.90 163,346.33 168,218.82 119,086.95 582,611.00
In-
Total Cost
Budgeted Project Cost on project time-span (a)
Dire
ct
Example
Costs in EUR Y1 Y2 Y3 Y4 TotalPersonnel 33,558.74 90,300.88 105,136.76 74,429.35 303,425.73Equipment 0.00 0.00 0.00 0.00 0.00Consumables 0.00 0.00 0.00 0.00 0.00Travel -2,548.39 -8,654.99 -11,710.74 0.00 -22,914.12Computing 0.00 0.00 0.00 0.00 0.00Other specif ic costs 0.00 0.00 -37.30 0.00 -37.30IPR Protection 0.00 0.00 0.00 0.00 0.00
Sub-Total 31,010.35 81,645.89 93,388.73 74,429.35 280,474.31Subcontracting 0.00 0.00 0.00 0.00 0.00Overheads 18,606.21 48,987.53 56,033.24 44,657.61 168,284.58
49,616.56 130,633.42 149,421.96 119,086.95 448,758.89
Delta in respect to planned (a-b)
Dire
ctIn
-
Total Cost
Costs in EUR Y1 Y2 Y3 Y4 TotalPersonnel 48,915.58 11,790.57 0.00 0.00 60,706.15Equipment 0.00 0.00 0.00 0.00 0.00Consumables 0.00 0.00 0.00 0.00 0.00Travel 2,548.39 8,654.99 11,710.74 0.00 22,914.12Computing 0.00 0.00 0.00 0.00 0.00Other specif ic costs 0.00 0.00 37.30 0.00 37.30IPR Protection 0.00 0.00 0.00 0.00 0.00
Sub-Total 51,463.97 20,445.57 11,748.04 0.00 83,657.57Subcontracting 0.00 0.00 0.00 0.00 0.00Overheads 30,878.38 12,267.34 7,048.82 0.00 50,194.54
82,342.34 32,712.91 18,796.86 0.00 133,852.11Total Cost
Actual Project Cost on project time-span (b)
Dire
ctIn
-
Sources of Standards
Project Management Institute (PMI)
Association for Project Management (APM)
International Project Management Association (IPMA)
OGC ISO 21500
Sources of information
Project management http://www.pmi.org/ http://ipma.ch/ http://www.apm.org.uk/
Business http://www.businessballs.com/
THANK YOUQuestions?