SCM435 – Project Management
MICROSOFT PROJECT ASSIGNMENT (COMBINED)
THE PALMERS GOLF COURSE PROJECT
Palmers Golf Course is a two-year-old signature golf course based in Auckland, NZ. Being unique, the
number of memberships is increasing and putting strain on the existing information system.
The current system is used only by Accounts Department to process Accounts Payables and Receivables.
With the steep increase in the memberships, Bookings and Maintenance the Human Resource department is
getting overwhelmed with the paper work. Therefore, there is a need to add these functions to a new system.
You are the Project Leader for SoftSystems Ltd., which has been contracted by Palmers Golf Course to
undertake this project. You need to advise how to develop the new system in a tightly constrained time
period. Specifically, you have been advised that the project can start no earlier than Mon, January 4th 2016
and must be completed by Thu, May 19th 2016.
You report to Ms Smith, the Project Manager for SoftSystems Ltd, who liaises with Palmers Golf Course.
You will report your progress and plans of the project to Ms Smith.
Note: There is a lot of information included to provide context for what you will do in this assignment.
Please read carefully, and thoroughly to ensure the directions are followed. Also, to make it more clear, the
steps that you will perform in Microsoft Project are all written in the Courier New font.
Setting the Project Start Date
Click on the Project Tab in the Ribbon, and then go to Project
Information. Set the project start date to Mon, January 4th 2016. Do NOT
enter finish date. Click OK.
Setting default values
Set Current Date
The computer’s internal clock initially determines the date listed in the Current Date text box.
To access the Current Date, click again on the Project Tab, then Project
The current date box appears. Changing this date box has several implications:
• The date determines the location of the dashed (current) date line on the Gantt chart timeline.
• The Current Date appears in the header of the Project Summary standard report. You can also display the
Current Date in headers or footers on other reports.
• You can use the Current Date to track the progress of the project, specifically to record the progress of all
tasks scheduled to be in progress or finished as of the date in the Current Date text box.
For this assignment, you will, initially, leave the Current Date as defined by the computer clock, please
check that it is correct.
Click OK, to close the Project Information box.
Click on File, then in Project Information, choose Advanced Properties,
then Summary tab and in the Title box type PALMERS GOLF COURSE. This names the
project, which will then appear on your printouts. You should also enter your name (Author) and other
Set the Calendar
The calendar in this assignment should match the New Zealand calendar by the addition of non-working
days. Setting a new calendar can be done either (a) by modifying the standard calendar or (b) by creating a
new base calendar. You will do the latter (b).
Microsoft Project can support a large number of projects including large, complex projects, which are
usually broken down into sub-projects. Changing the working days on the standard calendar affects all
projects, with potentially unanticipated consequences. Therefore, each project should have its own base
• Microsoft Project contains an internal standard calendar that defines the default working and non-
working days used for scheduling tasks in your projects. It assumes five working days per week,
Monday – Friday, eight hours of work per day (including an hour off for lunch). The default schedule is
8:00am to 12:00pm and 1:00pm to 5:00pm. No statutory holidays are set in the original standard
• The standard calendar forms the basis for the base calendar, which applies to all resources in a project. It
would recognise special dates or circumstances that apply to a specific project. In this assignment the
base calendar will account for statutory holidays.
• The Base calendar is the basis for resource calendars, which apply to specific resources (groups of
people, material, equipment, facilities required to complete a project). Each resource has its own
calendar, which is linked to a designated base calendar (by default the standard calendar). A resource
calendar inherits all the elements of its base calendar. It can be edited to record the days and hours when
the availability of the resource differs from the normal working times such as holidays, differing hours of
work on particular days, or availability of special equipment.
Microsoft Project uses the base calendar and the resource calendars to schedule the start dates for tasks.
When Microsoft Project schedules a task, it notes the earliest possible starting date, based on when the
predecessors to the task will be completed. If resources are required, Microsoft Project consults the resource
calendars to find when they are available and the task is scheduled to start on the next available working
hour for the assigned resources. If no resources are assigned, the project’s base calendar is used to schedule
the start and finish of the task.
In this assignment, a group of senior secondary students who are undergoing work experience training will
be made available to assist you in this project. They will be available two afternoons per week. The resource
calendar for these students would initially show them as having the same hours as the base calendar but
would be modified to increase the number of non-working days and show afternoon working hours only.
Set the Working Time
• The software checks all time entries for consistency. Each successive time must be later in the day than
the preceding time text box.
• You must use the top From and To text boxes first, only then can you fill the bottom pair. You cannot
leave the top work period row blank.
• You can restore default working hours by clicking on the default button.
• To change more than one day at a time, hold down the ctrl key and click on non-contiguous days; or hold
down the shift key and click to select a block of days. Now your time entries will affect all the selected
• Use either the 24-hour clock, or the 12-hour clock using am and pm suffixes to enter times. If you enter a
time without using an am or pm suffix, the computer uses the first instance of the time following the
Default Start Time. If that is 8:00 am then 3:30 without a suffix is assumed to be 3:30 in the afternoon
and a pm suffix is attached.
• A shortcut hint: on the hour, enter 10 for 10:00 am, and 5 pm for 5:00 pm.
• Noon is entered as 12:00 pm and midnight as 12:00 am.
• To remove a work period delete both the From time and the To time for the period.
Set the Project Calendar
You will now create a calendar for this project by accounting for the extra non-working times reflected by
1. Go to Project Tab in the Ribbon, then click on Change Working Time. 2. Click the Create New Calendar … button at the top right corner. 3. The “Create New Base Calendar” box appears. Enter ‘Palmers Calendar’
in the Name text box.
4. Choose the Create New Base Calendar button and click OK. 5. We will only change holidays, (non-working days) on this calendar.
Scroll to Mon February 1st 2016 (Auckland Anniversary Day), Select that
date, then in the Exceptions Tab in the entry area below, enter
“Auckland Anniversary Day” in the Name field, and then make sure the
Start and Finish date are correct. Repeat this process for:
Mon February 8th 2016 (Waitangi Day)
Fri March 25th 2016 (Good Friday)
Mon March 28th 2016 (Easter Monday)
Mon April 25th 2016 (Anzac Day)
6. Check the calendar and ensure you have made no errors when entering
the non-working days. Click OK.
7. Choose Timescale dropdown menu from the View Tab in the Ribbon and select Timescale, then click on the Nonworking Time Tab. Click on the
Calendar pull down menu and select Palmers Calendar. Click OK.
8. Within the Project Information box from the Project menu select Palmers Calendar from the Calendar pull down menu. Click OK. This
assigns the Palmers Calendar as the base calendar for this project.
Setting a Finish Date
The Project Information box (choose Project, Project Information) can give you a global view of the whole
project and you can do “what if” type scenarios from this box. For example, you could enter either a start
date or a finish date in the Project Information box to function as an anchor point for scheduling the tasks in
the project. If you enter the start date, Microsoft Project schedules the first task in the project to begin at that
date and calculates the project’s finish date based on that starting date. If you enter the finish date, Microsoft
Project schedules the tasks at the end of the project first and works backward. The final task is scheduled to
end by the finish date; the task that precedes the final task is scheduled to end in time for the final task to
begin, and so on. You cannot specify both a start date and a finish date.
Most projects have a deadline. If you don’t intend to assign resources or you do not need Microsoft Project to
help you reconcile resource overloads, you can safely schedule the project from a fixed finish date. Most
projects also have limited resources. If you want the program to help you adjust the schedule to resolve
resource overloads (levelling) you must schedule the project from a fixed start date. This is the approach you
will adopt in the assignment.
Set the Gantt chart bar display
Click on the following in sequence to set the Gantt chart bar display:
1. Gantt Chart Tools Tab 2. Format Tab 3. Make sure the Critical Tasks checkbox is Checked:
What did this do? Now when tasks are added to the Gantt chart the bars will be coloured red if they are on
the critical path and when duration and links are added to the project you will be able to readily identify on
the screen what tasks lie on the critical path. When the project actually gets underway, you will be using a
different Gantt chart display to highlight any variances between ‘planned’ and ‘actual’ activity on the tasks.
Enter tasks in the schedule
The first step in creating your schedule is to enter task headings and tasks. With the Gantt chart on the
screen, begin by typing a list of tasks or events that need to be done in order to move the project forward,
preferably in the approximate order they will happen. Tasks entered are assigned the default duration of one
day (1d). It is easy to delete and insert tasks and to relate tasks so that each task will be scheduled
1. At the bottom left-hand corner of the Project window, click on the
“New Tasks…” button. Make sure all new tasks are entered as Auto
2. In the first field in the Task Name column type PALMERS GOLF COURSE
3. Press Enter.
4. In field #2 enter, Initial Study
5. Continue entering these task headings, one in each Task Name field:
Coding & Testing
Now is a good time to save your work using the Save As command under the File menu, ensure you have
selected the appropriate drive (e.g., H:) in the drives box on the “Save As” screen. In the File Name box,
give this file an appropriate name (e.g., Palmers_D1_EnterTasks).
If you wish to make corrections you can use the white Entry Bar. Make the corrections and press enter or click on the tick button.
To delete tasks, select the task and use the Delete key. If you inadvertently delete a task immediately click the Undo button on the toolbar.
Here and below, do not be concerned about not understanding what this means. This project information is about various stages of systems development project, but it is not necessary for you to understand
systems development terminology to carry out this assignment.
Select the Feasibility Study task. Then either use the Insert key on the
keyboard or choose New Task from the Insert menu. This enters a blank
line above the current task.
Repeat until there are three cells between “Initial Study” and “Feasibility Study”. In the three blank cells
Study Existing System
Carry Out Interview(s)