Changing Values in Project Summary Tasks in MS PROJECT

Hi,

Today I am going to show you how to change Duration or Start/Finish date on Summary Task using MS PROJECT 2019.

I am going to create simple Project with tow Tasks under one Summary Task, and I’m going to assign two different Resources to those Tasks:

image

In summary Task I can change Duration, Start Date, finish date, but I can not change Work. So I will change Duration to 6 days, and I will get:

image

Notice that when Duration (or Start or Finish Date) is changed the Summary Task is switched to manually Scheduled mode. If I change Start date, or finish date that will be no constraint set like in “regular” task (like: Start no earlier then, Start no later then etc.)

Now the right question is: Why should we change those values? One reason is that you want to compare what you have plan, and what is really happening. I will now put 7 days in Duration for Task 1, and I will get:

image

You can see that now the Summary Task (e.g. phase) will be later that planned, and this is why this bar is red. If I “right” click on finish date:

image

I can see in Task inspector where exact is the problem:

image

Here I have two possibilities. I can move the finish date according to subtask calculation, or I can switch Summary Task back to Auto scheduled Task.

I never change any field in summary Task, but also, I want to set a deadline for it. Instead of changing duration or Start/Finish Date I put Deadline like:

image

and I get:

image

Now if I change Duration to 7 days for Task 1, I will get:

image

So, I have the same effect, but also I left to MS PROJECT to make all calculations with Auto scheduled Summary Task.

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 MS PROJECT 2016, MS PROJECT 2019, PMI, PRoject Management and tagged , . Bookmark the permalink.

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