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 CONTROL Y EVALUACIÓN DE PROYECTOS 1 NIDIA IRASEMA GIORGIS RAMAZZINI DE OROZCO

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CONTROL YEVALUACIÓN DE

PROYECTOS 1

NIDIA IRASEMA GIORGIS RAMAZZINIDE OROZCO

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Diseño Portada: Víctor Melchor

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DERECHOS RESERVADOS

Prohibida la reproducción total o parcial de estaobra, por cualquier medio, sin autorización

escrita del editor.

Libro escrito por la autora exclusivamente para elprograma FISICC-IDEA

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CONTENIDO

<"$=>?@A B<AC<5$>A1 D?CE"F5C>"@511.1 DEFINICIÓN DE PROYECTO .. 81.2 JERARQUIZACIÓN DE PROYECTOS .. 111.3 ELEMENTOS IMPORTANTES A CONSIDERAR EN UN PROYECTO . 161.4 REQUERIMIENTOS DE UN PROYECTO . 181.5 RAZONES POR LAS QUE SE DECIDE EJECUTAR UN PROYECTO 191.6 CICLO DE VIDA DE UN PROYECTO . 201.7 PROCESOS DE UN PROYECTO 231.8 DESCRIPCIÓN DE PROCESOS DE ADMINISTRACIÓN DE UN

PROYECTO Y PROCESOS PREVIOS 26

<"$=>?@A 9DAGF?@"<=HC E5 $GAI5<>A12.1 LA FORMULACIÓN Y EVALUACIÓN DE PROYECTOS 382.2 MÉTODO DE FORMULACIÓN Y PLANIFICACIÓN DE PROYECTO ... 382.3 CÓMO COMIENZA UN PROYECTO ... 422.4 EVALUACIÓN DE PROYECTOS . 51

<"$=>?@A J"EF=C=1>G"<=HC A K51>=HC E5 $GAI5<>A13.1 ADMINISTRACIÓN O GESTIÓN DE PROYECTOS 64

3.2 ¿CÓMO AYUDA LA ADMINISTRACIÓN DE PROYECTOS A LA GERENCIA DE LA ORGANIZACIÓN A LLENAR SUS NECESIDADES? 68

3.3 FRACASO EN LAS ESTIMACIONES 733.4 OTROS ASPECTOS A CONSIDERAR .743.5 CONSEJOS PARA LA ADMINISTRACIÓN EXITOSA DEL PROYECTO .753.6 ROL DEL ADMINISTRADOR DEL PROYECTO .79 

<"$=>?@A L>5<C=<"1 E5 <AC>GA@ E5 $GAI5<>A14.1 GRÁFICA DE GANTT O DIAGRAMA DE BARRAS 914.2 GRÁFICA DE HITOS 94

4.3 DIAGRAMAS DE RED 944.4 CPM 944.5 PERT 954.6 CPM-PERT 974.7 ROY 984.8 GRAFOCOLOR 994.9 PDM (MÉTODO DE DIAGRAMACIÓN DE PRECEDENCIAS) 994.10 AMD (MÉTODO DE DIAGRAMACIÓN POR LAS FLECHAS) 1004.11 DIAGRAMA DE TIEMPOS CON INTERDEPENDENCIAS 1014.12 HERRAMIENTAS Y TÉCNICAS 103

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<"$=>?@A M<$FN$5G>

5.1 DIAGRAMAS DE RED .. 114

5.2 MÉTODO CPM-PERT (PASOS EN CPM-PERT) . 1185.3 PROCEDIMIENTO PARA ELABORAR EL GANTT .. 1375.4 CONTROL DEL PROYECTO 1385.5 COSTOS Y LA PROGRAMACIÓN DE PROYECTOS . 1395.6 RESUMEN DE LOS PASOS CPM-PERT 1425.7 ESTIMACIONES DE COSTOS Y DURACIÓN DE LAS

 ACTIVIDADES DEL PROYECTO .143

<"$=>?@A ;$G51?$?51>A E5 ?C $GAI5<>A

6.1 PRESUPUESTO .. 1526.2 TÉRMINOS RELACIONADOS 1536.3 COMPARACIÓN DEL PRESUPUESTO CONTRA

LA ESTIMACIÓN DE COSTOS .153

<"$=>?@A O5P5<?<=AC I <AC>GA@ E5 $GAI5<>A1 7.1 TAREAS DE EJECUCIÓN DE CONTROL DE PROYECTOS . 1667.2 CONTROL DEL AVANCE .. 1687.3 ACCIONES CORRECTIVAS . 1747.4 RETROALIMENTACION .1767.5 LOS PROBLEMAS Y ERRORES COMUNES .1777.6 SISTEMA DE CONTROL DE AVANCE FISICO . 181

<"$=>?@A QF1N$GAP5<>8.1 DESCRIPCION .1888.2 QUE SE PUEDE ESPERAR .. 1888.3 PASOS A SEGUIR .. 1898.4 VENTAJAS Y DESVENTAJAS .. 1938.5 DIAGRAMAS GENERADOS POR

MS-PROJECT PARA EL PROYECTO HIPOTETICO 194

R=R@=AKG"D=" .. 199 

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PREFACIO

Se pretende introducir al lector al mundo de los proyectos. Un proyecto es un conjuntode acciones o actividades que se ejecutan en serie y/ o en paralelo cuyo fin es producirun producto, servicio o resultado único en un período limitado. Debe tener un inicio y unpunto de finalización. Es probable que la misma sucesión de actividades no se repitaen el futuro.

En el libro se explican los conceptos de proyecto, actividad, administración del proyectoy sus fases con detalle y ejemplos. El material presentado es una introducción al temade control de proyectos y su aplicación en las empresas y organizaciones. La historiade la administración de proyectos está ligada a la historia de la humanidad, el hombreconstruye grandes edificaciones y de alguna manera logra concluirlas... La necesidadde administrar esa cantidad de recursos en el tiempo y lograr los resultados con lacalidad deseada ha obligado a los hombres a buscar técnicas y herramientas que lefaciliten la tarea. Desde la construcción de la Grandes Pirámides en Egipto miles deaños A.C. hasta los grandes proyectos modernos para incursionar en el universorequieren de la administración de Proyectos.

La primera herramienta de programación conocida es el diagrama de “Gantt” o barra deGantt. Luego, casi simultáneamente surgen las herramientas basadas en la ruta crítica:CPM, PERT. CPM-PERT es en la actualidad la herramienta utilizada por la mayoría deempresas, organizaciones e individuos. Por ello se ha dado cobertura a sus conceptos.Este libro se diferencia de otros textos sobre control de proyectos en que presenta lostemas en forma sencilla. Aunque la explicación del método CPM-PERT tiene raícesmatemáticas, se explica en forma simple para facilitar su aprendizaje.

El doctor Eduardo Suger me designó la tarea de realizar este texto y la serie de AO.Deseaba hacer un libro ameno y fácil de comprender que abarcara el material en formaprofesional.... Bien, ya pensado todo esto confié a Dios esta tarea e inicié la elaboracióndel libro.

El capítulo 1 introduce los términos que serán de utilidad en los capítulos posteriores.Se estudia el concepto de proyecto y aquellos elementos importantes a considerar enun proyecto. Además, los requerimientos, las razones por las que se decide llevar acabo un proyecto. También, los procesos principales y la descripción de los procesosde administración de proyectos y los pasos previos a dar inicio.

El capítulo 2 explica el método de formulación del proyecto. Igualmente, expone cómosurge la idea del mismo y los pasos de prefactibilidad y evaluación antes de tomar la

decisión de llevar a cabo el proyecto.

En el capítulo 3 se especifica en detalle qué es la administración de proyectos, cómollevar a cabo la planeación y programación del proyecto. Se incluye una explicación decada una de las fases del proyecto. Así mismo, al final del capítulo se presentan diezconsejos útiles para la administración exitosa de un proyecto.

El capítulo 4 introduce al lector al mundo de las técnicas y herramientas existentes parala planificación, programación y control de proyectos. Se incluye una descripción deldiagrama de Gantt, diagrama Gantt triangular, Pert, CPM, grafocolor, Roy. Revisa lasventajas y desventajas de cada técnica presentada. En algunos casos, describe el

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procedimiento para construirlas y utilizarlas. Además, presenta un breve resumen de lahistoria de dichas técnicas.

El capítulo 5 explica en detalle la herramienta CPM-PERT. Estos conceptos sonesenciales y es un tema obligado en el control de proyectos. Se desarrollan los pasosde CPM-PERT con un ejemplo sencillo. Se aclara paso a paso como construir la red,como calcular y determinar la ruta crítica. Así mismo, luego de calculada la ruta críticay las holguras, se muestra como se debe construir un diagrama de Gantt mejorado conla información proporcionada por CPM-PERT. El presupuesto es una herramientaadicional que permite dar seguimiento a la parte de costos del proyecto. En el capítulo6 se describen las características de un presupuesto así como los costos generalmenteasociados a un proyecto.

Dado que la definición y los conceptos de control son fundamentales en un texto deControl de Proyectos, el capítulo 7 explica todo lo relacionado al control. El control esel conjunto de actividades de administración utilizadas para asegurar que el proyecto vade acuerdo a lo planificado. Es importante poder rectificar para regresar al rumbo

esperado. Presenta el QUIÉN, QUÉ, CUANDO, DONDE, POR QUÉ y el CÓMO laadministración del proyecto de AO realiza una revisión, incluyendo las herramientasadecuadas para el equipo de revisión. La revisión ayuda a identificar los problemas dela organización que carecen de una disciplina de administración.

El objetivo del capítulo 8 es dar una descripción de MS-Project e indicar sus principalescaracterísticas. NO pretende ser un manual de dicho software. Además, proveer unenlace entre los conceptos teóricos cubiertos en el libro y las aplicaciones prácticas quehace MSProject.

Quiero agradecer antes que nada a Dios, por haberme permitido terminar el presentelibro, El me sustentó durante su elaboración. Además, deseo agradecer a todas las

personas que han colaborado con el presente texto, en especial a mi esposo Ronny, ami hermana Rina, a María Ester González, a Christian Suger y a mi apreciado amigoManuel Monroy sin cuya ayuda no hubiese sido posible concluirlo.

 Al Doctor Eduardo Suger, a quien le tengo mucho aprecio y agradecimiento, le dedicode manera especial mi esfuerzo y de manera pública quiero reconocerle por su enormecontribución a mi desarrollo personal. Pido a Dios que le siga bendiciendo como hastaahora por ser tan especial.

Como en los textos anteriores, deseaba que éste fuera un libro ameno y fácil decomprender que abarcara el material en forma profesional. Dejo a ustedes con lalectura del mismo.

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BIBLIOGRAFIA1. Briceño Lazo, Pedro (1994). El desarrollo de Proyectos. Un enfoque

integrado. Editorial Pirámide, Santiago de Chile

2. Briceño Lazo, Pedro(1996). Administración y Dirección de Proyectos.,McGraw-Hill Interamericana

3. Collantes Diaz, A (1982). EL PERT. Editorial Index. 4a. edición, 1982

4. Companys, Ramón(1982). Planificación de Proyectos. Métodos PERT- Roy-CPM y derivados. Limusa, México. Primera edición

5. Doss, George M. (2004) . PMBOK GUIDE. Is Project Management

Handbook. Aspect Publishing Inc.

6. Giorgis de Orozco, Nidia Irasema(1998). Automatización de Oficinas II FISICC – IDEA

7. Gould, Eppen; Schmidt (1992). Investigación de Operaciones en la CienciaAdministrativa. Prentice Hall Hispanoamericana, 3a edición, México 1992

8. Haynes, Marion E.(1992). Administración de Proyectos. Grupo EditorialIberoamérica, S.A. de C. V. México (Edición en inglés 1989)

9. Méndez Castejón, Fernando(1993). Programación y control de proyectos,desarrollo de un caso. Serviprensa Centroamericana. Guatemala

10. Miranda, Juan José(2004). El Desafío de la Gerencia de Proyectos:Alcance, Tiempo, Presupuesto, Calidad.  Editorial MM Editores, Colombia

11. Robertson, D.C.(1971). El PERT. Ibérico Europea de Ediciones, 2a edición

12. Sapag, Nassir y Sapag Ch., Reinaldo(1985). Preparacion y Evaluación deProyectos. McGraw Hill

13. Scout Roscoe, Edwin (1969). Project Economy. Richard D. Irwin Inc. USA.

14. Taha, Hamdy A.(1995). Investigación de Operaciones. Editorial Alfa Omega.5a. edición

15. Wagner, G. (1979). Los sistemas de Planificación CPM y PERT aplicados ala construcción. Editorial Gustavo GKI, S. A. 3a. edición, Barcelona

16. Welsch, Glenn; Hilton, Ronald; Gordon, Paul.(1988). Presupuestos.Planificación y control de utilidades. Prentice Hall, México

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Sitios consultados en Internet:

1. Gestión de Proyectos de Desarrollo de Software. Varas C., Marcela,Universidad de Concepción en http://www.inf.udec.cl/~mvaras/  

2. Nevant. Plantilla de procesos PMBoK. Sitio:http://www.nevant.com/es/solutionsPMBOK.php . Visitado en octubre 2006

3. Gerencia y Negocios en Hispanoamérica. portal de mejora gerencial, dirigidoal gerente de habla hispana. Sitio: http://www.degerencia.com. Visitado enseptiembre 2006.

4. Fernando Sáez Vacas (2003). Departamento de Ingeniería de Sistemas