Inactive Tasks and Actuals in MS PROJECT 2016

Hi,

I saw very interesting discussion in LinkedIn, about making Task Inactive if it has actuals.

First let me show the “issue”. I will create brand new Project in MS PROJECT 2016:

image

and I will create John as Resource with $100 / hour rate:

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Finally, I will assign John as Resource to the Task:

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Now, let’s say that I do not need this Task any more, but I want to keep it shown in my Project. I will try to make it as Inactive, like this:

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and I will get:

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So, the Task is Inactive now. But let’s say that Joh has done some work at this Task before I decided to make it Inactive (for example, Task is finished 50%):

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Now, I will try to make it Inactive:

image

Is this a bug? No it is not. Why? Let me show you, for example, the Cost Table:

image

As you can see, since John had worked 20 hours, it had spent $2000. Of course he had spent 2,5 days at work at this Task, as well. So it is not reasonable to make this Task inactive. Inactive means – I do not need this Task, nor someone is going to work at it – ever. But, if someone had already spent some time on that particular Task, than you can’t consider it as not needed. But, on the other hand, let’s say that noone will work on that Task anymore, but 20 hours are already spent, and you want to finish id with no further work. In that case you can do this (I am going to use Task usage View):

image

and I will get:

image

Now the Task is finished! The other solution is to put erase all actuals from Task, and then make it Inactive, but I will not recommend it. Why? Because, in that case you are hiding actual work spent on that Task and actual costs, and that is something which is not very professional in Project management, is it?

Regards¨Smile

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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)!
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