Project management advice, tools, software

I have a company that does some manufacturing for our customers. Most of the “jobs” are 5-80hrs of our manufacturing
labor. For a few years, we just put them on the calendar and totaled up the hours on a spreadsheet and had a pretty good
idea where we were at. Now we have more salespeople, more jobs and probably 20 or more jobs on the calendar at once and it’s a mess. We can’t give accurate lead times, make fact based hiring decisions etc.

While I’ve delivered hundreds of projects, but I’ve never really had to manage a lot of projects at one time and don’t have formal project management experience.

I need a tool (software or other) that can help me. I also need advice. The other trick to this is, this isn’t my full time job.
I need something that is quick to pick up and understand/implement. I’ll sacrifice it not being perfect for ease.

Thanks!!

have you tried microsoft project? i don’t use it, but it might be the easiest first thing.

How many “jobs” can be going on at one time?

Just hearing your description, this doesn’t sound like project management to me. This sounds like you need some type of resource reservation system.

2 Likes

How many “jobs” can be going on at one time?

Just hearing your description, this doesn’t sound like project management to me. This sounds like you need some type of resource reservation system.

Yeah, I agree. This is more of a scheduling issue than project management. MS Project is great for a single project, but I don’t think it’s going to help manage multiple ones. Honestly, I would look into some scheduling software and see if that meets your needs.

Spot

You could try something like Project and do some makeshift scheduling by thinking of everything as one big project with multiple phases - to work on the resource constraints.

You could also look at Smart Sheet (http://www.smartsheet.com/) or BaseCamp (basecamp.com).

Both have a free trial you could check them out and see how they work for your needs.

2 Likes

I like smartsheet too.

we have around 20 at one time. they all ship in 1-6 weeks from being added into the calendar,
so it’s a revolving door of on and off.

you’re probably right about it not being project management. I guess it’s more resource (manpower) management.

I’ve had a small manufacturing company for ~25 years now. When you find something let me know :slight_smile:

More seriously MS project does not lend itself to this very well at all. It works great for a “Few” projects or a single project but once you have a whole bunch of projects that become interdependent, as is the case with labor and machine hours, it quickly turns into a mess and a nightmare to maintain.

There are actually many software packages out there that do exactly this, but everyone I have looked at is simply way over the top expensive for a small manufacturer, 20K plus. Furthermore most of them are very complex and require a good deal of time to maintain. So while if you have 50 employees and 100 machines to keep track of you can afford to have a dedicated “Resource manager” to maintain the system, update scheduling etc etc. However if you have 5 employees and 10 machines you can’t even though it will take nearly as long to maintain the system and jobs.

One system we did look at which might work for you was E2 shop system. The thing that kept us from going that direction is that the system basically locked you into their accounting software as well and we are happy with the accounting software we have and have significant investment in it already. I suppose we could have not used the accounting side of the system and used it purely for scheduling but it looked to me like the two were closely tied together and there would have been significant duplication of data. If I recall the basic system was in the 2-4K range but it has been a couple years since we looked at it.

There was also a poster here Trifroggy that worked for a company that offered a system as well. But I can’t remember exactly what it was. I was looking for a job routing system that would be able to use bar codes and keep track of hours, data etc and work with our accounting software and he was pretty sure what he had could do it. Of course other things came up and I never took the project to fruition and I still don’t have a system in place :slight_smile:

~Matt

2 Likes

Thanks…I was hoping that you would respond. Although I don’t like your response! :slight_smile:

if you don’t have a software set-up, what do you do? I’m okay with not using a software, I’m inclined not to actually.
are you just using excel or outlook calendar?

1 Like

thanks. I’ve been playing with this today and set up a trial account.
I added some projects to the “simple gannt”. I add in a job name, start date, end date and who’s assigned.
Then it gives me a pretty bar graph over on the right.

kinda cool. I’m still not sure how to assign hours etc. It kinds seems like what I have not on excel, but
with a few features such as sharing etc.

f you don’t have a software set-up, what do you do?

We’re smaller then what you seem to be talking about. I’ve been doing this for 25 years and my business partner has been doing it for closer to 50 years. Between us we can look at what work we have and have a really good idea what needs to get done, how long it will take, which machines etc etc. In short 90% of the “Routing”, “Planning” etc happens in our heads. This of course is a major downfall when you get larger and has been an issue in the past when we had gotten larger. At one time we had 15-20 employees and it became more of an issue, although we still managed to get everything done.

I’ve used MS project in the past for larger projects and in some cases it was more to keep the customer a breast of where we were than for our own planning. MS also worked for larger individual projects but quickly became worthless for long term tracking of machine time, routing and a bunch of small projects etc.

We generally have the same problem with job tracking as we do with ISO etc. A good portion of what we do is verbal. If you have a job that is 30 minutes long you simply can’t remain competitive if you have three hours of paper work that has to be filled out to get it done. At that point you’ve lost your edge over larger companies. I get work because the customer sends over a print at 8AM and if it’s a rush job they can pick it up at noon.

So the short answer is “We don’t use anything”…other then our heads. Both my partner and I can look at a job and know how long it’s going to take. We both also know what our load is and we both know what our capacity is. It’s not perfect, won’t work for a place where there is a break between the people taking the work, quoting the work and getting the work done are different people, but for small shop like ours it works.

For the most part we have been looking not so much for resource management as much as cost tracking. We want to have a better tool for tracking time on jobs then what we have now, almost entirely manual entry which is a HUGE PIA, especially as often as people jump from job to job. In my perfect world I would have a resource management system that I could create a job, enter the information, estimated time, which machines etc etc, it would spit out a routing sheet, that sheet woudl follow the job, people would clock in and out of the job via bar code scanner and all this information would be linked to our accounting software where invoices, PO’s, labor costs etc etc is tracked. I could then spit out reports on job profitability, resource management, bottle necks, mis-quotes/too much time taken on the job etc etc.

Again I’ve seen software that can do this, but it’s not been cheap, way more then we are willing to pay. Furthermore most of them require moving entirely to their system which is not only an additional cost, but new learning curve, plus typically a loss of all your legacy data.

Again I wish I had a better answer and the closest I’ve seen for smaller shops is the E2 shop system I mentioned earlier. I actually did a web demonstration and it was pretty much what we were looking for it’s just that they didn’t work with any other accounting software and that was deal breaker for us.

Hope this helps.

~Matt

Well manual project management is not an easy task what you have mentioned here with. The usage of tool or software is required at extreme level. We have been using the cloud based project management tool from Replicon - http://www.replicon.com/project-and-program-management that helps manage the project of multiple teams with one platform and easily accessed through out the world.

So you have a queue of jobs that pass through the same process over and over to get to completion? You said they were different in duration, but I assume that’s because the scopes are different.

Have you looked at a Kanban type of system? Look at an application like Trello. Simple card based system (imagine one job per card) that will let you see queued jobs, backlogs, etc.

PM me if you want more info.

MS project is a pain in the ass until you learn how to use it. I’ve been managing projects of different scales for a long time. The easiest thing to use to start with and honestly the most widely used is a spreadsheet. Then do a quick google search on PMP principals, read through it and throw out the crap you don’t think you’ll need. There is a ton of process that can be applied, but most of it doesn’t apply to most projects. One word of advise I’d give is spend most of your time on planning. Plan a lot then plan a little more, and when you think you’re done run though it all again.

You can try out the cloud based project management software from Replicon that manage the project with also the terms associated with it. Making the best use of the resources the tool just make the platform easy to manage the project with the team members. Check out link here for more reference - http://www.replicon.com/olp/hours-tracking-software.aspx

Any industry must deploy the tool that could have the best feature of employees hours tracking that could maximize the productivity in every possible aspects.

It sounds like you need a MRP system to route your jobs, control your materials and do the scheduling. The company I work for uses JobBOSS. We are now a large, small corporation but started using this MRP when we were only about 40 to 50 employees. It has grown as we have and manages the information very well. If you have any certifications like ISO9001 or AS9100 then it really helps keeping your paperwork in order.

With JobBOSS you pay a licensing fee per seat.

You can try googling “free project management software” and see several available. But, you most likely need an MRP. Your visibility into the operations will be enlightening.

I’m the IT manager at a small manufacturing co. (35 ppl, $5M) and I was brought in to implement an MRP 3 years ago. Our typical jobs are usually 1-5 DAYS and we can have 100 or more on the floor at any given time. Prior to the new system, scheduling, BOMs, and routers were done in Excel and Word. Tracking costs, lead times, eminent bottlenecks, etc. was impossible. Now, we can create jobs directly from sales orders complete with BOM and router, view % complete, view shop load per workcenter, and analyze profit/loss postmortem just to name a few perks.

Let me know if you want specifics (i.e. system cost, timeframe).

We do this in Excel. Tasks are in column A, expected dates are in column B, we track the project that the task is associated with in column C (allows filtering for particular projects), and we have a calendar across the top. In the cells themselves under the calendar, we use lettering conventions for who will do the task and where. When tasks/projects are done, we just hide the calendar cells for those projects and work our way down and right. We also use red/yellow/green color coding for the tasks themselves so you can see at a glace where your trouble areas are.

Excel is widely available, cheap, and the learning curve is easy for something like this. We have been managing projects for years with good success.

PremiumWebCart.com has a really good project manager for small business and a really good CRM for small business.

I would recommend taking a 30-day trial and see how it works for you.