SOW / Open Workbench
By Wilmer Arellano
Fall 2010
Please download and install
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http://open-workbench.en.softonic.com/
References
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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_work
http://en.wikipedia.org/wiki/Work_breakdown_structure
http://www.maxwideman.com/musings/wbswar.htm
http://www.inforapid.com/
http://office.microsoft.com/enus/assistance/HA011361531033.aspx#Step%201
http://www.openworkbench.org/
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Project management
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Product development involves:
• many people
• many different tasks.
The goals of successful product development are:
• 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 Product 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
Work Breakdown Structure
(WBS)
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


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/enus/assistance/HA011361531033.aspx#Step%201
Tasks
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


A piece of work requiring effort, resources and
having a concrete outcome (a deliverable).
Although a task may be of any size (a project is a
very large task), the term task is usually used to refer
a smaller piece of work.
Tasks are sometimes specified as activities. They
take place over a period of time and generally
consume resources.
We prefer tasks specified as deliverables.
•
http://www.visitask.com/task-g.asp
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.ht
m
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_breakd
own_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
Project Timeline/ Sequential Tasks
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
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:

Each Milestone should be explained with
a sentence or two
• Prototype Implementation.
• Testing.
• Documentation.
• Demonstration.
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. Transmiter
1. Transmiter
Antenna Design
25%
Modulator Design
25%
Power Amplifier Design
50%
Example
1. Transmiter
1. Transmiter
Antenna Design
25%
Modulator Design
25%
Power Amplifier Design
50%
1.1 Antenna Design
Theorical Design
Antenna Construction
Antenna testing
Antenna Packaging
Monitoring
5%
10%
5%
3%
2%
Example
1. Transmiter
1. Transmiter
Antenna Design
25%
Modulator Design
25%
Power Amplifier Design
50%
1.1 Antenna Design
Theorical Design
Antenna Construction
Antenna testing
Antenna Packaging
Monitoring
5%
10%
5%
3%
2%
1.2 Modulator Design
Audio interface Module
Mixer Module
Output Stage Module
10%
10%
5%
1.3 Power Amplifier Design
Example
1. Transmiter
1. Transmiter
Antenna Design
25%
Modulator Design
25%
Power Amplifier Design
50%
1.1 Antenna Design
Theorical Design
Antenna Construction
Antenna testing
Antenna Packaging
Monitoring
5%
10%
5%
3%
2%
1.2 Modulator Design
Audio interface Module
Mixer Module
Output Stage Module
10%
10%
5%
1.3 Power Amplifier Design
Continue with next Phase
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
Antenna Packaging
Antenna Monitoring
Remember this is a deliverable based description
Possible Research
(Missing Percentages)
Find Area of Interest
Find Articles
Read Articles
Research
Research Project
Power Point
Create Content
Obtain Graphics
Details
Written Report
Determine topics to cover
Write Topics
Finalize
Alternate Style (not what
we want to use)
http://en.wikipedia.org/wiki/Work_breakdown_structure
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 autoschedule
This is how it would look
like
Red Color indicates the Critical Path
1. Transmiter
1. Transmiter
Antenna Design
25%
Modulator Design
25%
Power Amplifier Design
50%
1.1 Antenna Design
Theorical Design
Antenna Construction
Antenna testing
Antenna Packaging
Monitoring
5%
10%
5%
3%
2%
1.2 Modulator Design
Audio interface Module
Mixer Module
Output Stage Module
10%
10%
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
If you need to add a new task or
phase in between tasks or
phases, right click the square
and select insert task
The yellow color indicates that the task is low in resources, more
hours or space or equipment, etc are needed
There will be a problem if
you click schedule again
The zoom commands
were used to fit the
chart in the window
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
•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
Updating The Project Status
Set The base Line
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
Task
Task
Task
Task
Task
Phase
Task
Task
Task
Milestone
Phase
Phase
1.1 Antenna Design
Theoretical Design
Antenna Construction
Antenna Testing
Antenna Packaging
Monitoring
1.2 Modulator Design
1.2.1
Audio Interface Module
1.2.2
Mixer Module
1.2.3
Output Stage Module
Prototype Prototype Ready
1.1.1
1.1.2
1.1.3
1.1.4
1.1.5
1.1 Antenna Design
1.2 Modulator Design
Hardware
Hardware
Hardware
Hardware
Hardware
Hardware
Hardare
You can use the information from
Openworkbench to build your
WBS
Hardware
Hardware
Hardware
Hardare
Task
Task
Task
Task
Task
1.1.1
1.1.2
1.1.3
1.1.4
1.1.5
Theoretical Design
Antenna Construction
Antenna Testing
Antenna Packaging
Monitoring
Task
Task
Task
Milestone
1.2.1
1.2.2
1.2.3
Prototype
Audio Interface Module
Mixer Module
Output Stage Module
Prototype Ready
Hardware
Hardware
Hardware
Hardware
Hardware
Hardware
Hardware
The Budget
JohnSmith
15
$225.00
Circuits Lab
JohnSmith
10
10
$70.00
$150.00
Circuits Lab 2
Mary Morrison
Circuits Lab
John Martinez
Comp Mod
John Martinez
Lab Circuits 3
24
20
32
32
$24.00
$300.00
$224.00
$480.00
$150.00
40
$600.00
40
$280.00
$2,503.00
Even the
Components are
included here
&
Questions
Answers