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Background of Market Analysis Project

This case study illustrates how you can maintain project summary amounts and use them for custom reporting.

Project and Work Breakdown Structure

Fremont Corporation has been contracted to perform a market study and present the findings. It is a six week project involving several different resources. The project number is PAR01.

James Robinson is the project manager, and has planned the following project work breakdown structure and resources:

Worksheet WBS Plan
Task Number Task Name Start Date Completion Date Planned Resources
1 Analysis      
1.1 Onsite client interviews     Marlin, Travel, Outside Services
1.2 Computer Model      
1.2.1 Create model     Sr. Consultant, In-House Recoverables
1.2.2 Run tests     Sr. Consultant
2 Presentation     Robinson, Travel

Amy Marlin will lead the first phase of the analysis, which is to conduct client interviews at the client site. The client site is located in a different city than Marlin's office; therefore, she will be incur some travel costs. Robinson plans to use an outside consulting firm to help with a specialized area of the interview process. He has not yet arranged for a specific outside consulting firm to help with the work, but he knows the dates when they are needed and the amount that he can spend for outside consulting.

The second phase of the analysis is to create and run tests in a computer model based on the input from the client interviews. Robinson knows that it will take the skills of a senior consultant to create and run tests in this model, but he is still looking for an available resource. Creating and using the model requires extensive computer resources, for which Robinson is reserving one of the high powered, company-owned computers.

Robinson will present the findings to the client after the analysis is complete. He will travel to the client site to give this presentation.

See the worksheet WBS Plan above for the work breakdown of this project.


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