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Project Management Software — MS Project & Primavera

Role of software in project planning and control; general workflow — calendars, WBS, activities, durations, relationships, constraints, resources, costs, baselines, progress updating and reporting; Microsoft Project — views (Gantt, network diagram, resource sheet, tracking Gantt), task types (fixed units, fixed duration, fixed work), work = duration × units, dependencies and lags, constraints, critical path, resource levelling, baselines; Oracle Primavera P6 — enterprise structure (EPS, OBS), WBS, activity types, duration types, percent complete types, relationships, calendars, scheduling (F9), float, resources and roles, baselines, earned value, XER files; comparison; other tools (BIM 4D/5D, cloud collaboration) — with worked examples.

📑 Contents (8 sections)

Last reviewed 16 Sept 2026 · 7 min read

Why software?

Manual CPM/PERT calculations become impractical for projects with hundreds or thousands of activities. Project management software:

  • Computes schedules, critical paths and floats automatically.
  • Manages resources and costs, levelling and cash flow.
  • Stores baselines and tracks progress; performs earned value analysis.
  • Produces reports (Gantt charts, histograms, S-curves) and supports what-if analysis.
  • Enables multi-project and multi-user planning (enterprise tools).

General workflow

  1. Set up the project — start date, calendars (working days, hours, holidays).
  2. Create the WBS (summary levels).
  3. Add activities (tasks) with durations.
  4. Define relationships (FS, SS, FF, SF) and lags/leads.
  5. Apply constraints only where necessary (imposed dates).
  6. Schedule — compute early/late dates, float, critical path.
  7. Define and assign resources (labour, equipment, materials) and costs.
  8. Level resources if overallocated.
  9. Save a baseline (approved plan).
  10. Update progress periodically (actual start/finish, % complete, remaining duration) at a data date/status date; reschedule.
  11. Compare with baseline; analyse variances; report.

Microsoft Project

A desktop (and cloud) tool widely used for small to medium projects; files typically saved as .mpp.

Key views

View Use
Gantt Chart Task table with bars on a timescale; links shown
Tracking Gantt Current schedule bars compared with baseline bars
Network Diagram Tasks as boxes (activity-on-node) with dependencies
Resource Sheet List of resources — type (work, material, cost), rates, maximum units
Resource Usage / Task Usage Time-phased work per resource/task
Resource Graph Histogram — shows overallocation
Calendar, Timeline Overview displays

Task types and the work formula

FormulaWork formula (MS Project)
  • Fixed units — adding resources shortens duration (effort-driven) or keeps units constant when duration changes.
  • Fixed duration — duration stays constant; changing work changes units.
  • Fixed work — work stays constant; adding resources reduces duration.

Dependencies, lags and constraints

  • Link types: Finish-to-Start (FS) (default), Start-to-Start (SS), Finish-to-Finish (FF), Start-to-Finish (SF); lag (positive, e.g. curing) or lead (negative lag).
  • Constraints: As Soon As Possible (ASAP) (default for projects scheduled from the start date), As Late As Possible (ALAP), Start No Earlier Than (SNET), Start No Later Than (SNLT), Finish No Earlier Than (FNET), Finish No Later Than (FNLT), Must Start On (MSO), Must Finish On (MFO).
  • Hard constraints (MSO, MFO) override logic and can create negative slack — use sparingly; deadlines are a softer alternative.
  • Milestones — tasks of zero duration; summary tasks roll up subtasks; recurring tasks for repeated meetings.

Other features

  • Critical path highlighting; total slack and free slack columns.
  • Resource levelling — delays or splits tasks within slack (or beyond) to resolve overallocation.
  • Baselines (up to 11) and interim plans; % complete, actual work, remaining duration.
  • Earned value fields (BCWS, BCWP, ACWP, SV, CV, CPI, SPI).

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