Task Type in MS PROJECT 2013

Hi,

again one question from my Blog Reader:

“When looking at the Gantt chart with all my tasks it is hard to tell the difference between the tasks. Some as you described are for writing a document, some are for “doing” and others are workshops. It would be nice if I can highlight or categories the tasks.
For now I have highlighted all document creation tasks with a yellow background and the “doing” tasks with Green background, workshop tasks have a blue background. This is only visible in the Gantt chart but not in Task usage and Task sheet and Team planner and Tracking Gantt.
I could also just add a prefix to each task name such as: “Document – Quality checklist” and “Workshop – Accounts Payable Requirements gathering”
Is there a standard MS Project way of categorizing the tasks? The categories I need are: Document, configuration, Meeting and Workshop.”

This can be done with Custom field in MS PROJECT 2013! I will not complicate, I’ll just show you the easiest way to do it.

I will create one Custom field with four lookup values: Document, Configuration, Meeting, and Workshop!

image

and then:

image

I want to have lookup Values:

image

and then:

image

I do not want to enter new Values directly so I’ll leave the Last option on the screen unchecked!

Now I will add few Tasks to my Project:

image

For each Task I want to assign Task Type:

image

and then choose:

image

and I’ll get:

image

I’ll choose Task Type for each Task:

image

and after I’m done I’ll get:

image

I will add some Resource to the Project:

image

and I’ll assign them to Tasks:

image

Now I’ll use, for example, Task Usage View, and I will add Task Type column to it:

image

Finally, I’ll group my Tasks by Task Type:

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and then:

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and I’ll get:

image

Finally I’ll get:

image

Be careful. If you want that for all your new Project you must copy this custom filed to the Global Template. If you don’t do that, that Custom field will be only visible for the current Project, and for other Project you should recreate it, and that is annoying.

So you should go to the Organizer:

image

and after that I’ll have this field in all new Projects.

Regards!

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About Nenad Trajkovski

Location: Zagreb, Croatia Occupation: Project Manager Interests: Project Management and MS PROJECT He was born in Zagreb, Croatia at 1963. After completing his college he started working on projects in different business areas (banking, manufacturing, automotive industry, distribution, oil companies, etc.) developing and implementing ERP systems into different companies. He has got a lot of experience working with people in different business processes and also possesses great knowledge in information technologies and financial services. Today he works as a business consultant, adn Project Manager in PERPETUUM MOBILE d.o.o. Zagreb. He is a regular lecturer for Project Management in MS Innovation Center in Varaždin, Logosoft Sarajevo in Bosnia and Herzegovina and SEAVUS GROUP in Skopje Macedonia. He was named the best lecturer of WINDAYS 2008 while his lecture was also voted as the best. In addition, he was in TOP 10 lecturers at the MS SINERGY 2009 and MS VISIA 2009, 2010. Shares first place as the best lecturer of KulenDays 2009 and 2010 and PMI Conference 2009 in Zagreb. He is also a regular lecturer in the MS Community. He is a Certified Accountant and a PMP (Project Manager Professional) and a PMI-RMP (Risk Manager Professional), MCP, MCT, and Microsoft Certified Technical Specialist - Microsoft Project 2010. From 01.01.2012 awarded with MVP (Microsoft Most Valuable Proffesional - Microsoft Project)!
This entry was posted in MICROSOFT PROJECT, MS PROJECT 2010, PMI, PRoject Management and tagged , , , . Bookmark the permalink.

One Response to Task Type in MS PROJECT 2013

  1. Dan Beisel says:

    1) Copy the task set to Excel, Column “B”.
    2) In Excel, inter the Prefix in column “A”
    3) Install “Contantanate” funtion in colimn “C”
    4) Copy down all information in columns “A” and “C”
    5) Copy column “C” back to MS Project.
    Same process for suffix application.

    Dan Beisel

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