Manually Scheduled Summary Tasks, and Subtasks in MS PROJECT 2013

Hi,

Today I will explain how to use Manually Scheduled Summary Tasks and its Subtasks in MS PROJECT 2013

First I will create new Project, and then I will create one Manually Scheduled Summary Task, like in picture below:

image

Now I will create three Subtasks, and I will link them:

image

Finally I will make those Tasks as Subtasks:

image

and I will get:

image

Notice that there is a difference between Summary Tasks, and Subtasks, because Summary Task is supposed to have 5 days duration (manually entered), but auto schedule (Subtasks), are supposed to have 7 days duration. Finish date has red underline, and on the left side of the Screen there is a red bar, which warn me that something is wrong:

If I hoover mouse under Finish date field I will get:

image

So I will Right-click at the Finish date field, and I will get:

image

I will choose: Fix in Task Inspector, and I will get:

image

As you can see I have two options:

  1. Move Finish date: It will move finish date to 19.05.2015, which is proper date, according to Schedule, but it will keep Summary Task in Manually Scheduled mode
  2. Auto Schedule: It will switch Task from Manually to Auto Scheduled mode, and move the date to the 19.05.2015, as well

The real question is: Why should anyone has Summary Task in Manually scheduled mode? The answer is very Simple: In planning phase you can have top-down approach, so you will first plan your Summary Tasks, and then you will see the “real” situation, when you will now much more about tasks which should be done to accomplish Summary Tasks. After you see a difference, you should decide what are you going to do. Are you cut the Scope, or maybe crash or fast track your tasks, or you will extend the whole duration. Whatever you do remember this advice: When you are finished with planning phase, and before you save your plan as a Baseline, turn all Summary Task  to Auto Mode. It is best approach!

Regards Smile

 

1.

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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, Microsoft Project 2013, MS PROJECT 2010, PMI and tagged , , , . Bookmark the permalink.

One Response to Manually Scheduled Summary Tasks, and Subtasks in MS PROJECT 2013

  1. alcecal says:

    Thanks Nenad, great article.

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