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23

2 CreaLing a 1ask LisL


In this chapter, you will learn how to:
SLarLMicrosoLProjecLSLandardorProessionalandsaveanewprojecLplan.
FnLerLasknames.
FsLimaLeandrecordhowlongeachLaskshouldlasL.
CreaLeamilesLoneLoLrackanimporLanLevenL.
Organize Lasks inLo phases.
CreaLeLaskrelaLionshipsbylinkingLasks.
SwiLchLaskschedulingrommanualLoauLomaLic.
SeLnonworkingdaysorLheprojecLplan.
Check Lhe projecL plan's overall duraLion.
RecordLaskdeLailsinnoLesandinserLahyperlinkLoconLenLonLheWeb.
1asks are Lhe mosL basic building blocks o any projecL-Lasks represenL Lhe work Lo
be done Lo accomplish Lhe goals o Lhe projecL. 1asks describe projecL work in Lerms o
sequence,durction,andresourcerequiremenLs.lnProjecL,LhereareseveraldierenL
kinds o Lasks. 1hese include summary Lasks, subLasks, and milesLones (all discussed in
LhischapLer).Morebroadly,whaLarecalledLasksinProjecLaresomeLimesalsocalled
acLiviLiesorworkpackages.
lnLhischapLer,youwillmanageLheschedulingoLasksinLwodierenLways.
FnLerLasksasmanuallyscheduledLoquicklycapLuresomedeLailswiLhouLacLually
schedulingLasks.
WorkwiLhauLomaLicallyscheduledLasksLobeginLoLakeadvanLageoLhepower-
ulschedulingengineinProjecL.
Practice Files eforeyoucancompIetetheexercsesnthschapter,youneedtocopy
the book's practce Ies to your computer. A compIete Ist of practce Ies s provded
n Usng the Practce fIes" at the begnnng of ths book. for each exercse that has a
practce Ie, smpIy browse to where you saved the book's practce Ie foIder.
24 Chapter2 Creatnga1askLst
Important IfyouarerunnngProjectProfessonaI,youmayneedtomakeaone-tmesettng
change. 1hs heIps ensure that the practce Ies you work wth n ths chapter do not affect
your Project Server data. for more nformaton, see Appendx C, Usng the Practce fIes f
Connected to Project Server."
Creating a New Project Plan
AprojecLplanisessenLiallyamodelLhaLyouconsLrucLosomeaspecLsoaprojecLyou
are anLicipaLing-whaL you Lhink will happen, or whaL you wanL Lo happen (iL's usually
besL i Lhese are noL Loo dierenL). 1his model ocuses on some, buL noL all, aspecLs o
LherealprojecLLasks,resources,Limerames,andpossiblyLheirassociaLedcosLs.NoLe
LhaL LhroughouL Lhis book, we'll reer Lo Lhe Lypes o documenLs LhaL ProjecL works wiLh
asprojecLplans,noLdocumenLsorschedules.
AsyoumighLexpecL,ProjecLocusesprimarilyonLime.SomeLimesyoumighLknowLhe
planned sLarL daLe o a projecL, Lhe planned nish daLe, or boLh. However, when working
wiLhProjecL,youspeciyonlyonedaLe,noLboLh.LheprojecLsLarLdaLeorLheprojecL
nish daLe. Why 8ecause aLer you enLer Lhe projecL sLarL or nish daLe and Lhe dura-
LionsoLheLasks,ProjecLcalculaLesLheoLherdaLeoryou.RememberLhaLProjecLis
noLjusLmerelyasLaLicreposiLoryoyourscheduleinormaLionoraCanLLcharLdrawing
Lool,iLisanacLiveschedulingengine.
MosLprojecLsshouldbescheduledromasLarLdaLe,eveniyouknowLhaLLheprojecL
should nish by a cerLain deadline daLe. Scheduling rom a sLarL daLe causes all Lasks
Lo sLarL as soon as possible, and iL gives you Lhe greaLesL scheduling exibiliLy. ln Lhis
and laLer chapLers, you will see Lhis exibiliLy in acLion as we work wiLh a projecL LhaL is
scheduledromasLarLdaLe.
Project Management Focus: Project Is Part of a Larger Picture
DependingonyourneedsandLheinormaLionLowhichyouhaveaccess,Lheproj-
ecLplansLhaLyoudevelopmighLnoLdealwiLhoLherimporLanLaspecLsoyour
projecLs. For example, many large projecLs are underLaken in organizaLions LhaL
haveaormalchangemanagemenLprocess.8eoreamajorchangeLoLhescopeo
aprojecLisallowed,iLmusLbeevaluaLedandapprovedbyLhepeoplemanaging
andimplemenLingLheprojecL.FvenLhoughLhisisanimporLanLprojecLmanage-
menLacLiviLy,iLisnoLsomeLhingdonedirecLlywiLhinProjecL.
Now LhaL you've had a brie look aL Lhe major parLs o Lhe ProjecL inLerace in ChapLer ,
"A Cuided 1our o ProjecL," you are ready Lo creaLe Lhe projecL plan you will use
CreatngaNewProjectPIan 25
LhroughouL ParL o Lhis book, "Simple Scheduling." ou'll play Lhe role o a projecL
manager aL Lucerne Publishing, a book publisher LhaL specializes in children's books.
Lucerne is abouL Lo publish a major new book and you've been asked Lo develop a plan
orLhebooklaunch.lnLhisexercise,youcreaLeanewprojecLplan,seLiLssLarLdaLe,and
saveiL.
SET UP Start Project f t's not aIready runnng.
1. ClickLheFileLab.
ProjecLdisplaysLhe8acksLageview.
2. ClickLheNewLab.
ProjecLdisplaysyouropLionsorcreaLinganewprojecLplan.
1hese opLions include using LemplaLes insLalled wiLh ProjecL or available on Lhe
Web.ForLhisexercise,youwillcreaLeanewblankprojecLplan.
3. UnderAvailable Templates,makesureLhaLBlank projectisselecLed,andLhen
clickLheCreatebuLLononLherighLsideoLhe8acksLageview.
ProjecL creaLes a new projecL plan. ou may see a noLe briey reminding you LhaL
new Lasks are creaLed in manually scheduled mode. 1his inormaLion remains
visibleonLhesLaLusbaraswell.
26 Chapter2 Creatnga1askLst
NoLiceLheLhinorangeverLicallineinLhecharLporLionoLheCanLLCharLview.
1his indicaLes Lhe currenL daLe. When you creaLe a new projecL plan, ProjecL seLs
Lhe plan's sLarL daLe Lo Lhe currenL daLe. NexL you'll change Lhe plan's sLarL daLe.
4. OnLheProjectLab,inLhePropertiesgroup,clickProject Information.
1he ProjecL lnormaLion dialog box appears.
Important IfyouareusngProjectProfessonaIratherthanProjectStandard,theProject
InformatonandsomeotherdaIogboxescontanaddtonaIoptonsreIatngtoProject
Server. 1hroughout ths book we won't use Project Server, so you can gnore these
optons.formorenformatonaboutProjectServer,seeAppendxC.
5. lnLheStart Datebox,Lype1/2/12,orclickLhedownarrowLodisplayLhecalendar
andselecLJanuary 2, 2012.
Tip InthecaIendar,youcannavgatetoanymonthandthencIckthedateyouwant,or
cIck1odaytoquckIychoosethecurrentdate.
ProjecLSLandard
usersdonoLsee
LhisporLiono
Lhedialogbox.
6. ClickOKLoaccepLLhissLarLdaLeandcloseLheProject Informationdialogbox.
7. OnLheFileLab,clickSave.
8ecauseLhisprojecLplanhasnoLbeenpreviouslysaved,LheSaveAsdialogbox
appears.
fnterng1askNames 27
8. LocaLeLheChapLer02olderinLheProjecL200SLepbySLepolderonyourhard
disk. 1he deaulL locaLion or Lhe ProjecL 200 SLep by SLep older is \DocumenLs\
MicrosoLPress.
9. lnLheFile namebox,LypeSimple Tasks.
10. ClickSaveLocloseLheSave Asdialogbox.
Entering Task Names
AsmenLionedpreviously,LasksrepresenLLheworkLobedoneLoaccomplishLhegoalso
Lhe projecL. For Lhis reason, iL's worLh developing good pracLices abouL how you name
LasksinyourprojecLplans.
1ask names should be recognizable and make sense Lo Lhe people who will perorm Lhe
LasksandLooLhersLakeholderswhowillseeLheLasknames.Herearesomeguidelines
orcreaLinggoodLasknames.
UseshorLverbphrasesLhaLdescribeLheworkLobedone,suchasFdiL
manuscripL.
l Lasks will be organized inLo phcses, don'L repeaL deLails rom Lhe summary Lask
nameinLhesubLasknameunlessiLaddsclariLy.
l Lasks will have resources assigned Lo Lhem, don'L include resource names in Lhe
Lasknames.
Keep in mind LhaL you can always ediL Lask names laLer, so don'L worry abouL geLLing ex-
acLly Lhe righL Lask names when you're iniLially enLering Lhem inLo a projecL plan. Do aim
Louseconcise,descripLivephrasesLhaLcommunicaLeLherequiredworkandmakesense
LoyouandoLherswhowillperormLhework.
lnLhisexercise,youenLersomeiniLialLasksrequiredorLhenewbooklaunchevenLs.
1. ClickLhecelldirecLlybelowLheTask Namecolumnheading.
2. 1ype Assign launch team members,andLhenpressLheFnLerkey.
1he Lask you enLered is given an lD number. Fach Lask has a unique lD number, buL
iLdoesnoLnecessarilyrepresenLLheorderinwhichLasksoccur.ourscreenshould
looksimilarLoLheollowingillusLraLion.
28 Chapter2 Creatnga1askLst
1heindicaLorsinLhiscolumnLellyouwheLher
aLaskismanuallyorauLomaLicallyscheduled.
8ecause Lhis is a manually scheduled Lask (as indicaLed in Lhe 1ask Mode column),
noduraLionordaLevaluesappear,andLheLaskdoesnoLyeLhaveaCanLLbarin
LhecharLporLionoLheCanLLCharLview.LaLeryouwillworkwiLhauLomaLically
scheduled Lasks LhaL always have duraLion, sLarL, and nish daLes. 1hink o a manu-
allyscheduledLaskasaniniLialplaceholderLhaLyoucancreaLeaLanyLimewiLhouL
aecLingLheresLoLheschedule.oumighLnoLknowmoreLhanaLasknameaL
Lhis Lime, and LhaL's OK. As you discover or decide more deLails abouL Lhe Lask,
suchaswheniLshouldoccur,youcanaddLhosedeLailsLoLheprojecLplan.
3. FnLerLheollowingLasknames,pressingFnLeraLereachLaskname.
Design and order marketing material
Public Launch Phase
Distribute advance copies
Coordinate magazine feature articles
Launch public web portal for book
fnterng1askNames 29
ourscreenshouldlooksimilarLoLheollowingillusLraLion.
3URMHFW0DQDJHPHQW)RFXV'HQLQJWKH5LJKW7DVNVIRUWKH
Deliverable
FveryprojecLhasanulLimaLegoalorinLenL.LhereasonLhaLLheprojecLwas sLarLed.
1his is called Lhe projecL deliverable. 1his deliverable mighL be a Langible producL,
such as a new book, or a service or evenL, such as a producL launch parLy. Dening
Lhe righL Lasks Lo creaLe Lhe deliverable is an essenLial skill or a projecL manager. 1he
LasklisLsyoucreaLeinProjecLshoulddescribeallLheworkrequired,andonlyLhe
workrequired,LocompleLeLheprojecLsuccessully.
When developing your Lask lisLs, you mighL nd iL helpul Lo disLinguish producL
scoperomprojecLscope.ProducLscopedescribesLhequaliLy,eaLures,andunc-
LionsoLhedeliverableoLheprojecL.lnLhescenariousedinParLoLhisbook,
or example, Lhe deliverable is a new children's book, and Lhe producL scope mighL
includeiLsnumberopagesandillusLraLions.ProjecLscope,onLheoLherhand,
describesLheworkrequiredLodeliversuchaproducLorservice.lnourscenario,
LheprojecLscopeincludesdeLailedLasksrelaLingLogeneraLingpubliciLyand
advancereviewsorLhebook.
30 Chapter2 Creatnga1askLst
Entering Durations
lnLhissecLion,youbeginLoworkwiLhLaskduraLionsLheamounLoLimeyouexpecLiL
willLakeLocompleLeLheLask.ProjecLcanworkwiLhLaskduraLionsLhaLrangerommin-
uLes Lo monLhs. Depending on Lhe scope o your projecL, you'll probably wanL Lo work
wiLhLaskduraLionsonLhescaleohours,days,andweeks.
LeL's explore duraLions wiLh an example. LeL's say a projecL has a projecL calendar wiLh
working Lime dened as 8 A.M. Lhrough 5 P.M. wiLh one hour o or lunch breaks
Monday Lhrough Friday, leaving nonworking Lime dened as evenings (aLer 5 P.M.) and
weekends.lyouesLimaLeLhaLaLaskwillLake6hoursoworkingLime,youcouldenLer
iLsduraLionas2d,LoscheduleworkoverLwoeighL-hourworkdays.oushouldLhenex-
pecL LhaL by sLarLing Lhe Lask aL 8 A.M. on a Friday means LhaL iL wouldn'L be compleLed
unLil5P.M.onLheollowingMonday.NoworkwouldbescheduledoverLheweekend
because SaLurday and Sunday have been dened as nonworking Lime.
Tip ProjectdetermnestheoveraIIduratonofaprojectpIanbycaIcuIatngthedfference
between the earIest start date and the Iatest nsh date of the pIan's tasks. 1he pIan's duraton
s aIso affected by other factors, such as task reIatonshps, whch are dscussed n the Lnkng
1asks" secton Iater n ths chapter. ecause Project dstngushes between workng and
nonworkng tme, a task's duraton doesn't necessarIy correIate to eIapsed tme.
WhenworkinginProjecL,youcanuseabbreviaLionsorduraLions.
If you enter this abbreviation It appears like this And it means
m min MinuLe
h hr Hour
d day Day
w wk Week
mo mon MonLh
Automcticclly scheduled tcsksalwayshaveaduraLion(onedaybydeaulL).Mcnuclly
scheduled tcsks, however, do noL iniLially have any duraLion. A Lask's duraLion is essenLial
orProjecLLoscheduleaLask,soiLmakessenseLhaLamanuallyscheduledLask,whichis
noLscheduledbyProjecL,doesnoLrequireaduraLion.oucan,however,enLerduraLion
values or manually scheduled Lasks-you'll do so in Lhis secLion.
WiLhmanuallyscheduledLasks,youcanenLerregularduraLionvaluesusingLheabbre-
viaLionsshownpreviously,orexample,8dorLhreedays.oucanalsoenLerLexLvalues,
suchasCheckwiLh8ob.SuchLexLvaluesarereplacedwiLhLhedeaulL-dayduraLion
valuewhenyouconverLaLaskrommanualLoauLomaLicscheduling.
fnterngDuratons 31
ProjecLusessLandardvaluesorminuLesandhoursorduraLions.minuLeequals
60seconds,andhourequals60minuLes.ForLheduraLionsodays,weeks,and
monLhs you can use ProjecL's deaulLs (or example, 20 days per monLh) or seL your own
values. 1o do Lhis, on Lhe File Lab, click OpLions, and in Lhe OpLions dialog box, click Lhe
ScheduleLab,asillusLraLedhere.
WiLhaseLLingo8hoursperday,enLeringaLwo-dayLask
duraLion(2d)isLhesameasenLering6hours(6h).
WiLhaseLLingo40hoursper
week,enLeringaLhree-week
LaskduraLion(8w)isLhesame
asenLering20hours(20h).
WiLhaseLLingo20daysper
monLh,enLeringaone-monLh
LaskduraLion(mo)isLhesame
asenLering60hours
(8hoursperday20days
permonLh).
1he exercises in Lhis chapLer use Lhe deaulL values. 8 hours per day, 40 hours per week,
and20dayspermonLh.
ln Lhis exercise, you enLer various duraLion values or Lhe Lasks you've creaLed.
1. ClickLhecellbelowLheDuration columnheadingorLask,Assign launch team
members.
1he Duration eld or Lask is selecLed.
2. 1ype 1d,andLhenpressFnLer.
1he value 1 day appears in Lhe DuraLion eld. ProjecL draws a CanLL bar or Lhe
Lask,sLarLingaLLheprojecLsLarLdaLeyoupreviouslyseL.
32 Chapter2 Creatnga1askLst
UnLil Lhe Lasks are linked or a specic sLarL or nish daLe is seL, ProjecL will seL all
new Lasks LhaL have a duraLion value Lo sLarL aL Lhe ProjecL SLarL daLe. 1his is Lrue
wheLherLheLasksaremanuallyorauLomaLicallyscheduled.
3. FnLerLheollowingduraLionsorLexLphrasesorLheollowingLasks.
Task ID Task name Duration
2 DesignandordermarkeLing
maLerial
Check with Marketing team
8 PublicLaunchPhase (pressFnLerLoskipLhisLaskornow)
4 DisLribuLeadvancecopies 2d
ForLask5,Coordinate magazine feature articles, you'll enLer sLarL and nish daLes
andProjecLwillcalculaLeLheduraLion.
4. lnLheStart eld (noL Lhe DuraLion eld) or Lask 5, Lype or selecL 1/16/12,and
Lhen press Lhe 1ab key.
5. lnLheFinish eld or Lhe same Lask, Lype or selecL 1/24/12,andLhenpressFnLer.
ProjecLcalculaLesLheduraLionassevendays.NoLeLhaLLhisissevenworkingdays.
Monday Lhrough Friday o Lhe rsL week, and Lhen Monday and 1uesday o Lhe ol-
lowingweek.ProjecLalsodrawsLheCanLLbarorLheLaskLospanLheseworking
daysplusLhenonworkingdays(Lheweekend)beLweenLhem,asshownhere.
fnterngDuratons 33
1heprojecLcalendarsnonworkingdays,inLhiscase
SaLurdayandSunday,areormaLLedingray.
6. ForLask6,Launch public web portal for the book, you don'L know a duraLion or
sLarL or nish daLe yeL, buL you can sLill capLure whaL you do know.
7. lnLheStart eld or Lask 6, Lype About two weeks before launch complete,and
LhenpressFnLer.
AswiLhLheduraLionvalueoamanuallyscheduledLask,youcanalsoenLeraLexL
sLring or a sLarL or nish daLe, or boLh. When Lhe Lask is swiLched Lo be auLomaLi-
cally scheduled, Lhe LexL sLrings will be replaced wiLh specic daLes.
Project Management Focus: How Do You Come Up with Accurate
Task Durations?
oushouldconsiderLwogeneralruleswhenesLimaLingLaskduraLions.
OverallprojecLduraLionoLencorrelaLesLoLaskduraLion,longprojecLsLend
LohaveLaskswiLhlongerduraLionsLhandoLasksinshorLprojecLs.
l you Lrack progress againsL your projecL plan (described in ChapLer 6, "1racking
Progress on 1asks," and in ParL 2, "Advanced Scheduling"), you need Lo consider
Lhe level o deLail LhaL you wanL Lo apply Lo your projecL's Lasks. l you have a mul-
LiyearprojecL,orexample,iLmighLnoLbepracLicalorevenpossibleLoLrackLasks
LhaLaremeasuredinminuLesorhours.lngeneral,youshouldmeasureLaskdura-
LionsaLLhelowesLlevelodeLailorconLrolLhaLisimporLanLLoyou,buLnolower.
ForLheprojecLsyouworkoninLhisbook,LheduraLionsareusuallysuppliedor
you.ForyourprojecLs,youwilloLenhaveLoesLimaLeLaskduraLions.Coodsources
oLaskduraLionesLimaLesinclude.
HisLoricalinormaLionromprevious,similarprojecLs
FsLimaLesromLhepeoplewhowillcompleLeLheLasks
34 Chapter2 Creatnga1askLst
1he experL judgmenL o people who have managed similar projecLs
1he sLandards o proessional or indusLrial organizaLions LhaL carry ouL proj-
ecLssimilarLoyours
ForcomplexprojecLs,youprobablywouldcombineLheseandoLhersLraLegies
LoesLimaLeLaskduraLions.8ecauseinaccuraLeLaskduraLionesLimaLesareama-
jorsourceoriskinanyprojecL,makinggoodesLimaLesiswellworLhLheeorL
expended.
OnegeneralruleoLhumbLoconsideriscalledLhe8/80 rule. 1his rule suggesLs
LhaLLaskduraLionsbeLween8hours(oroneday)and80hours(0workingdays,
or Lwo weeks) are generally sized abouL righL. 1asks shorLer Lhan one day mighL be
Loogranular,andLaskslongerLhanLwoweeksmighLbeLoolongLomanageprop-
erly. 1here are many legiLimaLe reasons Lo break Lhis rule, buL or mosL Lasks in your
projecLs, iL's worLh considering.
Entering a Milestone
lnaddiLionLoenLeringLasksLobecompleLed,youmighLwanLLoaccounLoranimpor-
LanL evenL or your projecL, such as when a major phase o Lhe projecL will end. 1o do
Lhis,youwillcreaLeamilesLoneLask.
MilesLones are signicanL evenLs LhaL are eiLher reached wiLhin Lhe projecL (such as com-
pleLionoaphaseowork)orimposeduponLheprojecL(suchasadeadlinebywhichLo
apply or unding). 8ecause Lhe milesLone iLsel doesn'L normally include any work, mile-
sLones are represenLed as Lasks wiLh zero duraLion.
lnLhisexercise,youcreaLeamilesLoneLask.
1. ClickLhenameoLask8,Public Launch Phase.
2. OnLheTaskLab,inLheInsertgroup,clickMilestone.
ProjecLinserLsaroworanewLaskandrenumbersLhesubsequenLLasks.ProjecL
names Lhe new Lask "<New MilesLone>" and gives iL a zero-day duraLion. As wiLh
LheoLhernewLasks,LhemilesLoneisiniLiallyscheduledaLLheprojecLsLarLdaLeo
January 2.
3. 1ype Planning complete! andLhenpressFnLer.
1he milesLone Lask is added Lo your plan.
Organzng1asksntoPhases 35
OnLheCanLLcharL,LhemilesLone
appearsasadiamond.
Tip YoucanmarkataskofanyduratonasamIestone.DoubIe-cIckthetasknameto
dspIaythe1askInformatondaIogbox,andthencIcktheAdvancedtabandseIectthe
Mark task as mIestone" opton.
Organizing Tasks into Phases
lL is helpul Lo organize groups o closely relaLed Lasks inLo phases. When reviewing a
projecL plan, seeing Lasks organized inLo phases helps you and your stckeholdersLhink
inLermsomajorworkiLems.Forexample,iLiscommonLodividebookpublishingproj-
ecLsinLoFdiLorial,Design,andProducLionphases.oucreaLephasesbyindenLingand
ouLdenLingLasks.lnProjecL,phasesarerepresenLedbysummaryLasks,andLheLasks
indenLedbelowLhesummaryLaskarecalledsubtasks.
WhenasummaryLaskismanuallyscheduled,iLsduraLionwillbecalculaLedbasedoniLs
subLasks,jusLlikeLheduraLionoanauLomaLicallyscheduledsummaryLask.However,
youcanediLLheduraLionoamanuallyscheduledLaskandProjecLwillkeepLracko
boLhLhemanualduraLionLhaLyouenLeredandLhecalculaLedduraLion.
1he duraLion o an auLomaLically scheduled summary Lask is calculaLed by ProjecL as Lhe
span o Lime rom Lhe earliesL sLarL daLe Lo Lhe laLesL nish daLe o iLs subLasks. l you
direcLly ediL Lhe duraLion o an auLomaLically scheduled summary Lask, or iLs sLarL or n-
ishdaLe,iLwillbeswiLchedLoamanuallyscheduledLask.
36 Chapter2 Creatnga1askLst
Project Management Focus: Top-Down and Bottom-Up Planning
1he Lwo mosL common approaches Lo developing Lasks and phases are Lop-down
andboLLom-upplanning.
Top-down plcnning idenLies major phases or componenLs o Lhe proj-
ecL beore lling in Lhe Lasks required Lo compleLe Lhose phases. Complex
projecLs can have several layers o phases. 1his approach works rom general
Lo specic.
8ottom-up plcnning idenLies as many o Lhe boLLom-level deLailed Lasks
as possible beore organizing Lhem inLo logical groups called phasesor
summary tasks. 1his approach works rom specic Lo general.
CreaLingaccuraLeLasksandphasesormosLcomplexprojecLsrequiresacombina-
LionoLop-downandboLLom-upplanning.lLiscommonorLheprojecLmanager
LobeginwiLhesLablished,broadphasesoraprojecL(Lop-down),andorLhe
resources who will execuLe Lhe projecL Lo provide Lhe deLailed Lasks LhaL ll ouL
eachphase(boLLom-up).
ln Lhis exercise, you organize Lhe new book launch plan inLo Lwo phases.
1. SelecLLhenamesoLasks5Lhrough7.
1hese are Lhe Lasks you wanL Lo make subLasks o Lhe public launch phase.
2. OnLheTaskLab,inLheSchedulegroup,clickIndent Task.
ProjecLpromoLesLask4LoasummaryLask.OryoucanLhinkoiLasProjecL
demoLingLasks5Lhrough7LosubLasks,eiLherway,LheprojecLplannowincludes
asummaryLask.
SummaryLaskbarin
LheCanLLcharL
SummaryLask
SubLasks
Indent Task
Lnkng1asks 37
NoLice Lhe scheduling eecL o creaLing Lhe summary Lask. Since Lask 6 had specic
sLarL and nish daLes already, ProjecL seL Lhe sLarL daLe o Lhe summary Lask (and iLs
oLher subLask wiLh a duraLion) Lo Lhe same daLe, January 6.
NexL you'll creaLe anoLher summary Lask in a dierenL way.
3. SelecLLhenameoLask,Assign launch team members.
4. OnLheTaskLab,inLheInsertgroup,clickSummary.
ProjecLinserLedaroworanewLask,indenLedLheLaskdirecLlybelowiL,and
renumberedLhesubsequenLLasks.ProjecLnamesLhenewLask<NewSummary
1ask>."
5. WiLhLhenameoLhenewsummaryLaskselecLed,LypePlanning Phaseandpress
FnLer.
6. SelecLLhenamesoLasks8and4.ouwillindenLLheseLasksunderLhesummary
Lask.
7. OnLheTaskLab,inLheSchedulegroup,clickIndent Task.
Now Lhe projecL plan is organized inLo Lwo phases o work.
Linking Tasks
MosL projecLs require Lasks Lo be perormed in a specic order. For example, Lhe Lask
owriLingachapLeroabookmusLbecompleLedbeoreLheLaskoediLingLhechap-
Ler can occur. 1hese Lwo Lasks have a nish-Lo-sLarL relaLionship (also called a linkora
dependency),whichhasLwoaspecLs.
1he second Lask musL occur aLer Lhe rsL Lask, Lhis is a sequence.
1he second Lask can occur only i Lhe rsL Lask is compleLed, Lhis is a dependency.
ln ProjecL, Lhe rsL Lask ("wriLe Lhe chapLer") is called Lhe predecessorbecauseiLpre-
cedes Lasks LhaL depend on iL. 1he second Lask ("ediL Lhe chapLer") is called Lhe successor
becauseiLsucceeds,orollowsLasksonwhichiLisdependenL.AnyLaskcanbea
38 Chapter2 Creatnga1askLst
predecessororoneormoresuccessorLasks.Likewise,anyLaskcanbeasuccessorLoone
ormorepredecessorLasks.
AlLhoughLhismighLsoundcomplicaLed,LaskscanhaveoneoonlyourLypesoLask
relaLionships.
This task
relationship Means
Looks like this in the
Gantt chart Example
Finish-Lo-sLarL(FS) 1he nish daLe o Lhe
predecessorLaskdeLer-
minesLhesLarLdaLeo
LhesuccessorLask.
AbookchapLermusL
bewriLLenbeoreiL
canbeediLed.
SLarL-Lo-sLarL(SS) 1he sLarL daLe o Lhe
predecessorLaskdeLer-
minesLhesLarLdaLeo
LhesuccessorLask.
Orderingprepress
and orderingpaper
arecloselyrelaLed,
andLheyshouldoccur
simulLaneously.
Finish-Lo-nish (FF) 1he nish daLe o Lhe
predecessorLaskdeLer-
mines Lhe nish daLe o
LhesuccessorLask.
1asks LhaL require
specic equipmenL
musLendwhenLhe
equipmenLrenLal
periodends.
SLarL-Lo-nish (SF) 1he sLarL daLe o Lhe
predecessorLaskdeLer-
mines Lhe nish daLe o
LhesuccessorLask.
1he Lime when Lhe
prinLrunisscheduled
deLermineswhena
binderselecLionLask
musLend.
Tip YoucanadjustthescheduIereIatonshpbetweenpredecessorandsuccessortaskswthIead
andIagtme.forexampIe,youcansetatwo-dayIagbetweentheendofapredecessortaskand
the start of ts successor task. for more nformaton, see Chapter 7, fne-1unng 1ask DetaIs."
RepresenLing Lask relaLionships and handling changes Lo scheduled sLarL and nish daLes
areLwoareaswhereLheuseoaschedulingenginesuchasProjecLreallypayso.For
example,youcanchangeLaskduraLionsoraddorremoveLasksromachainolinked
Lasks,andProjecLwillrescheduleLasksaccordingly.
1ask relaLionships appear in several ways in ProjecL, including Lhe ollowing.
lnLheCanLLCharLandNeLworkDiagramviews,LaskrelaLionshipsappearasLhe
linesconnecLingLasks.
lnLables,suchasLheLntry tcble,LasklDnumbersopredecessorLasksappear
in Lhe Predecessor elds o successor Lasks. (ou mighL need Lo drag Lhe verLical
dividerbarLoLherighLLoseeLhePredecessorcolumn.)
Lnkng1asks 39
oucreaLeLaskrelaLionshipsbycreaLinglinksbeLweenLasks.lnLhisexercise,youuse
dierenL meLhods Lo creaLe links beLween several Lasks, Lhereby creaLing nish-Lo-sLarL
relaLionships.
FirsL, you'll creaLe a nish-Lo-sLarL dependency beLween Lwo Lasks.
1. SelecLLhenamesoLasks2and8.
2. OnLheTaskLab,inLheSchedulegroup,clickLink Tasks.
1hechangehighlighLingindicaLes
valuesLhaLareaecLedaLeryou
makeachangeinaprojecL.
1helinkline
indicaLesaLask
relaLionship
beLweenLasks.
1asks 2 and 8 are linked wiLh a nish-Lo-sLarL relaLionship. NoLe LhaL Lask 8 previ-
ously had no sLarL or nish daLe, buL by making iL a successor o Lask 2, you gave
ProjecL enough inormaLion Lo give Lask 8 a sLarL daLe. January 8, Lhe nexL working
dayollowingLheendoLask2.
HaveyounoLicedLhelighLbluehighlighLingosomeoLheDuraLion,SLarL,and
Finish elds as you linked Lasks ProjecL highlighLs Lhe values LhaL are aecLed aLer
eachchangeyoumakeinaprojecLplan.
Tip 1ounInktasks,seIectthetasksyouwanttounInk,andthencIckUnInk1asksn
theScheduIegrouponthe1asktab.
NexL, you'll link Lasks 8 and 4 using a dierenL means.
3. SelecLLhenameoLask4,Planning complete!
4. OnLheTaskLab,inLhePropertiesgroup,clickInformation.
1he 1ask lnormaLion dialog box appears.
5. ClickLhePredecessorsLab.
6. ClickLheempLycellbelowLheTask Namecolumnheading,andLhenclickLhe
downarrowLhaLappears.
7. OnLheTask NamelisL,clickDesign and order marketing material.
Link Tasks
40 Chapter2 Creatnga1askLst
8. ClickOKLocloseLheTask Informationdialogbox.
1asks 8 and 4 are linked wiLh a nish-Lo-sLarL relaLionship.
Tip RecaIIthatanytaskcanhavemuItpIepredecessortasks.Onewayyoucan
specfyaddtonaIpredecessortasksstoaddthemonthePredecessorstabofthe
1ask Informaton daIog box. for nsh-to-start reIatonshps (the defauIt Ink type), the
predecessor wth the Iater nsh date wII determne the start date of the successor task.
NexL you'll link all Lhe subLasks under Public Launch Phase in one acLion.
9. SelecLLhenamesoLasks6Lhrough8.
10. OnLheTaskLab,inLheSchedulegroup,clickLink Tasks.
1asks 6 Lhrough 8 are linked.
Tip 1o seIect tasks that are not adjacent, seIect the rst task, hoId down the CtrI key,
andthenseIectthesecondtask.
1here are several ways o linking Lasks, and you'll use one more Lo link Lhe Lwo
phasesoLhenewbooklaunchplan.
11. lnLhecharLporLionoLheCanLLCharLview,poinLLhemousepoinLeraLLheCanLL
barorLask,Planning Phase,andLhenclickanddragLoLheCanLLbarorLask5,
Public Launch Phase.
Lnkng1asks 41
WhenLhemousepoinLerisoverLask5,noLeLhelinklineandiconLhaLappear.
ReleaseLhemousepoinLer.
1hisLoolLipcanhelpyou
linkLasksusingLhemouse.
1hemousepoinLerchangesLo
indicaLeLhaLyouarelinkingLasks.
1he summary Lasks and 5 are linked wiLh a nish-Lo-sLarL relaLionship.
So ar, you've used Lhree dierenL Lechniques Lo link Lasks. As you use ProjecL more,
you'll probably nd you preer one o Lhese or anoLher way o linking Lasks.
Tip When workng wth summary tasks, you can ether Ink summary tasks drectIy (as
you dd prevousIy), or Ink the Iatest task n the rst phase wth the earIest task n the
second phase. 1he scheduIng resuIt s the same n ether stuaton, but t's preferabIe to
Ink the summary tasks to better reect the sequentaI nature of the two phases. Under
nocrcumstances,however,canyouInkasummarytasktooneoftsownsubtasks.
Dong so wouId create a crcuIar scheduIng probIem, so Project doesn't aIIow t.
1o conclude Lhis exercise, you'll enLer a specic duraLion value or Lask 8. 1he
MarkeLingLeamhasreporLedLhaLLheiresLimaLeisLask8shouldhaveaLwo-week
duraLion.
42 Chapter2 Creatnga1askLst
12. ln Lhe duraLion eld or Lask 8, Lype 2w,andLhenpressFnLer.
1heredsquigglylineindicaLesa
poLenLialschedulingproblem.
NoLice LhaL Lhe new duraLion or Lask 8 caused Lhe Planning Phase summary Lask's
duraLionLoincrease,buLiLdidnoLaecLLheschedulingoLheLask4milesLone.
Why noL Remember LhaL Lhis Lask is sLill manually scheduled. ou can orce
ProjecL Lo adjusL Lhe sLarL and nish daLes o Lhis Lask while leaving iL as manually
scheduled.
13. SelecLLhenameoLask4.
14. OnLheTaskLab,inLheSchedulegroup,clickRespect Links.
ProjecLreschedulesLask4LosLarLollowingLhecompleLionoiLspredecessor,Lask8.
oumighLhavenoLicedLhaLLhesLarLoLhePublicLaunchPhasesummaryLask
doesnoLrespecLiLslinkLoiLspredecessor,LhePlanningPhasesummaryLask.
ClickingLheRespecLLinkbuLLonwiLhLhePublicLaunchPhasesummaryLask
selecLed will noL cause iL Lo be rescheduled, as iL did or Lask 4. 1haL's because Lhe
sLarL and nish daLes o Lhe summary Lask are driven by Lhe earliesL sLarL and laL-
esL nish daLes o iLs subLasks, which in Lhis case are sLill manually scheduled. ou'll
addressLhisissuenexLbyswiLchingLoauLomaLicscheduling.
Swtchng1askScheduIngfromManuaItoAutomatc 43
Switching Task Scheduling from Manual
to Automatic
Up Lo now, you've worked wiLh manually scheduled Lasks in Lhe new book projecL.
ManuallyscheduledLasksleLyouocusoncapLuringbasicLaskdeLails,suchasnameand
sequence, wiLhouL dealing wiLh Lhe complexiLy o ProjecL's powerul scheduling engine.
As a projecL plan becomes more deLailed, Lhough, you'll be ready Lo swiLch some or
allLasksLoauLomaLicschedulingandLochangeLhedeaulLornewLasksLoauLomaLic
scheduling.
lnLhisexercise,youconverLsomeLasksandLhenLheenLireprojecLplanLoauLomaLic
scheduling.
1. SelecLLhenamesoLasks2Lhrough4.
1hese Lasks are currenLly seL Lo be manually scheduled, as indicaLed by Lhe push-
pinindicaLorinLheTask Modecolumn.
2. OnLheTaskLab,inLheTasksgroup,clickAuto Schedule.
ProjecLswiLchesLheseLasksLobeauLomaLicallyscheduled.
lndicaLorsinLhe1askModecolumn
LellyouLhaLLheseLasksarenow
auLomaLicallyscheduled.
1heormaLLingoauLomaLically
scheduledLaskbarsisdierenL
romLhaLomanually
scheduledLasks.
ProjecL changes Lhe 1ask Mode icons and ormaLLing o Lhe Lasks' CanLL bars Lo
indicaLeLhaLLheyarenowauLomaLicallyscheduled.
3. SelecLLhenameoLask6,Distribute advance copies.
4. OnLheTaskLab,inLheTasksgroup,clickAuto Schedule.
44 Chapter2 Creatnga1askLst
1his Lime, Lask 6 was rescheduled Lo sLarL laLer. Why did Lhis happen Recall Lhe
dependency beLween Lhe Lwo summary Lasks. 1he dependency said in eecL
LhaLLhePublicLaunchPhaseshouldsLarLonceLhePlanningPhasewascompleLe.
However,becauseLask6andLheoLhersubLasksoLhePublicLaunchPhasewere
manuallyscheduled,ProjecLdidnoLrescheduleLhemLoaccounLorLhisdepen-
dency.AssoonasyouseLLask6LoauLomaLicscheduling,however,ProjecLdidjusL
LhaLandadjusLedLhesLarLdaLeoiLssummaryLaskaswell.
1he remaining subLasks 7 and 8 are sLill manually scheduled, so ProjecL leL Lhem
alone. ou'll swiLch Lhese Lasks nexL.
5. SelecLLhenamesoLask7and8.
6. OnLheTaskLab,inLheTasksgroup,clickAuto Schedule.
ProjecL reschedules Lhe remaining Lasks. 1his exLends Lhe duraLion o Lhe Public
LaunchPhaseandoLheoverallprojecL.
NoLiceLhaLProjecLsuppliedaone-dayduraLionorLask8,whichpreviouslyhad
aLexLnoLeoriLsduraLion.ProjecLdidsobecauseiLrequiresanumericLime
value or every auLomaLically scheduled Lask's duraLion value. 1he quesLion mark
ollowingLheduraLionvalueindicaLesLhaLLhisisanesLimaLedduraLion,iLhasno
eecLonLheschedulingoLheLask.
Swtchng1askScheduIngfromManuaItoAutomatc 45
RighLnow,LhisprojecLplanisseLLoLreaLallnewLasksenLeredasmanuallysched-
uled. ou could leave Lhis seLLing as is and Lhen swiLch specic Lasks Lo be auLo-
maLicallyscheduled.However,LhisprojecLplanisdevelopedenoughnowLoswiLch
Lo auLomaLic scheduling and laLer seL some specic Lasks Lo manually scheduled as
needed.
7. OnLheTaskLab,inLheTasksgroup,clickModeandLhenclickAuto Schedule.
Tip YoucanaIsotoggIethescheduIngmodebycIckngtheNew1asksstatusbartext
andthenpckngtheotherscheduIngmode.
1o see auLomaLic scheduling in acLion, you'll add a new Lask Lo Lhe projecL plan.
8. lnLheTask Name eld, below Lask 8, Lype Launch social media programs for
bookandLhenpressFnLer.
ProjecLaddsLhenewLaskLoLheplan.8ydeaulL,iLisnoLlinkedLoanyoLherLask
and is scheduled Lo sLarL aL iLs summary Lask's sLarL daLe. 1o end Lhis exercise, you'll
linkiLLoanoLherLask.
9. SelecLLhenamesoLasks8and9.
10. OnLheTaskLab,inLheSchedulegroup,clickLink Tasks.
ProjecLlinksLheLwoLasks.NoLiceLhaLLheduraLionoLhePublicLaunchPhase
summaryLaskwasupdaLedauLomaLicallyrom0Lodays.
46 Chapter2 Creatnga1askLst
Setting Nonworking Days
1his exercise inLroduces calendars, Lhe primary means by which you conLrol when each
LaskandresourcecanbescheduledorworkinProjecL.lnlaLerchapLers,youwillwork
wiLhoLherLypesocalendars,inLhischapLer,youworkonlywiLhLheprojecLcalendar.
1he project cclendcr denes Lhe general working and nonworking Lime or Lasks. ProjecL
includesmulLiplecalendars,calledbcse cclendcrs,anyoneowhichservesasLheprojecL
calendaroraprojecLplan.ouselecLLheprojecLcalendarinLheProjecLlnormaLion
dialog box. 1hink o Lhe projecL calendar as your organizaLion's normal working hours.
Forexample,LhismighLbeMondayLhroughFridays,8A.M.Lhrough5P.M.,wiLha
one-hour lunch break each day. our organizaLion or specic resources mighL have ex-
cepLions Lo Lhis normal working Lime, such as holidays or vacaLion days. ou'll address
resourcevacaLionsinChapLer8,SeLLingUpResources.
ln Lhis exercise, you'll creaLe a working Lime excepLion in Lhe projecL calendar.
1. lnecessary,scrollLhecharLporLionoLheCanLLCharLviewsoLheweeko
January 5 is visible.
ou wanL Lo indicaLe LhaL 1hursday, January 9, will be a nonworking day or your
organizaLion.
2. OnLheProjectLab,inLhePropertiesgroup,clickChange Working Time.
1he Change Working 1ime dialog box appears.
3. lnLheFor calendar box,clickLhedownarrow.
SettngNonworkngDays 47
1he lisL LhaL appears conLains Lhe Lhree base calendars included wiLh ProjecL. 1hese
calendarsare
24 Hours HasnononworkingLime
Night Shift CoversagraveyardshiLscheduleoMondaynighLLhrough
SaLurdaymorning,P.M.Lo8A.M.,wiLhaone-hourbreakeachday
Standard 1he LradiLional working day, Monday Lhrough Friday rom 8 A.M.
Lo5P.M.,wiLhaone-hourbreakeachday
OnlyoneoLhebasecalendarsservesasLheprojecLcalendar.ForLhisprojecL,
you'll use Lhe Stcndcrd bcse cclendcrasLheprojecLcalendar,soleaveiLselecLed.
ou know Lhe enLire sLa will be aL a morale evenL on January 9, Lhereore, no
workshouldbescheduledLhaLday.ouwillrecordLhisasacalendarexcepLion.
4. lnLheName eld on Lhe ExceptionsLabinLhelowerporLionoLhedialogbox,
LypeStaff at morale event,andLhenclickinLheStart eld.
48 Chapter2 Creatnga1askLst
5. lnLheStart eld, Lype 1/19/12,andLhenpressFnLer.
oucouldhavealsoselecLedLhedaLeyouwanLinLhecalendaraboveLhe
FxcepLions Lab or rom Lhe drop-down calendar in Lhe SLarL eld.
1he daLe is now scheduled as nonworking Lime or Lhe projecL. ln Lhe dialog box,
LhedaLeappearsunderlinedandcolorormaLLingisappliedLoindicaLeanexcep-
Lionday.
6. ClickOKLocloseLheChange Working Timedialogbox.
1o veriy Lhe change Lo Lhe projecL calendar, noLe in Lhe charL LhaL 1hursday,
January 9, is now ormaLLed gray Lo indicaLe nonworking Lime ( jusL like Lhe
weekends). 1he subsequenL Lask is auLomaLically rescheduled Lo sLarL on Lhe nexL
working day, January 20.
ln Lhis secLion, you've made jusL one specic day a nonworking day. OLher common ex-
amples o nonworking Lime include recurring holidays or unique working hours. ou'll
makesuchseLLingsinChapLer8,SeLLingUpResources.
Checkng the PIan's Duraton 49
Tip Ifneeded,youcanscheduIetaskstooccurdurngworkngandnonworkngtme.1o
doths,assgnanelcpsed durctiontoatask.YouentereIapsedduratonbyprecedngthe
duratonabbrevatonwthane.forexampIe,type3edtondcatethreeeIapseddays.You
mghtuseaneIapsedduratonforataskthatgoesonaroundthecIockratherthanjust
durngnormaIworknghours.fornstance,aconstructonprojectmghthavethetasks
Pour foundction concreteandRemove foundction formsnaconstructonproject.Ifso,you
mghtaIsowantataskcaIIedWcit for concrete to cure because you don't want to remove
theformsuntItheconcretehascured.1hetaskWcit for concretetocureshouIdhavean
eIapsedduratonbecausetheconcretewIIcureoveracontguousrangeofdays,whether
theyareworkngornonworkngdays.Iftheconcretetakes48hourstocure,youcanenter
theduratonforthattaskas2ed,scheduIethetasktostartonfrdayat9A.M.,andexpect
t to be compIete by Sunday at 9 A.M. In most cases, however, you'II work wth noneIapsed
duratonsnProject.
Checking the Plans Duration
ALLhispoinL,youmighLwanLLoknowhowlongLheprojecLisexpecLedLoLake.ou
haven'L direcLly enLered a LoLal projecL duraLion or nish daLe, buL ProjecL has calcu-
laLedLhesevaluesbasedonindividualLaskduraLionsandLaskrelaLionships.Aneasyway
Lo view Lhe projecL's scheduled sLarL and nish daLes is via Lhe 1imeline view and Lhe
ProjecLlnormaLiondialogbox.
ln Lhis exercise, you see Lhe currenL LoLal duraLion and scheduled nish daLe o Lhe proj-
ecL based on Lhe Lask duraLions and relaLionships you've enLered.
1. ln Lhe 1imeline view above Lhe CanLL CharL view, noLe Lhe projecL plan's currenL
sLarL and nish daLes.
lnLhe1imelineview,youcanseeLheprojecLsLarLandinishdaLes.
Tip Ifthe1meInevewsnotshown,ontheVewtab,ntheSpItVewgroup,cIckthe
1meInecheckbox.
1he 1imeline view is a handy way o seeing Lhe "big picLure" o Lhe projecL plan.
Here we're looking jusL aL sLarL and nish daLes, buL in laLer chapLers, you'll work
wiLh Lhe 1imeline view in dierenL ways.
50 Chapter2 Creatnga1askLst
NexL you'll geL a closer look aL Lhe plan's duraLion.
2. OnLheProjectLab,inLhePropertiesgroup,clickProject Information.
1he ProjecL lnormaLion dialog box appears.
Here again you see Lhe nish daLe. 2//2. ou can'L ediL Lhe nish daLe direcLly
becauseLhisprojecLplanisseLLobescheduledromLhesLarLdaLe.ProjecLcalcu-
laLes Lhe plan's nish daLe based on Lhe span o working days required Lo compleLe
Lhe Lasks, sLarLing aL Lhe plan's sLarL daLe. Any change Lo Lhe sLarL daLe will cause
ProjecL Lo recalculaLe Lhe nish daLe.
NexL, leL's look aL Lhe duraLion inormaLion in more deLail.
3. ClickStatistics.
ou don'L need Lo undersLand all o Lhese numbers yeL, buL Lhe currenL duraLion is
worLh noLing. 1he duraLion is Lhe number o working days (noL elapsed days) be-
Lween Lhe projecL's sLarL daLe and nish daLe.
ou can visually veriy Lhese numbers on Lhe CanLL charL or 1imeline view.
4. ClickCloseLocloseLheProject Statisticsdialogbox.
Documenting Tasks and the Project Plan
oucanrecordaddiLionalinormaLionabouLaLaskinanote.Forexample,youmighL
have deLailed descripLions o a Lask and sLill wanL Lo keep Lhe Lask's name succincL. ou
can add such deLails Lo a Lask noLe. 1haL way, Lhe inormaLion resides in Lhe projecL plan
andcanbeeasilyviewedorprinLed.
1here are Lhree Lypes o noLes. Lask noLes, resource noLes, and assignmenL noLes. ou
enLer and review Lask noLes on Lhe NoLes Lab in Lhe 1ask lnormaLion dialog box. NoLes
inProjecLsupporLawiderangeoLexLormaLLingopLions,youcanevenlinkLoorsLore
graphic images and oLher Lypes o les in noLes.
Documentng1asksandtheProjectPIan 51
Hyperlinks allow you Lo connecL a specic Lask Lo addiLional inormaLion LhaL resides
ouLside o Lhe projecL plan-such as anoLher le, a page on Lhe Web, or a page on an
inLraneL.
lnLhisexercise,youenLerLasknoLesandhyperlinksLodocumenLimporLanLinormaLion
abouLsomeLasks.
1. SelecLLhenameoLask6,Distribute advance copies.
2. OnLheTaskLab,inLhePropertiesgroup,clickTask Notes.
1p YoucanaIsorght-cIckthetasknameandcIckNotesntheshortcutmenuthat
appears.
ProjecL displays Lhe 1ask lnormaLion dialog box wiLh Lhe NoLes Lab visible.
3. lnLheNotesbox,LypeGet recipient list from publicist.
4. ClickOK.
AnoLeiconappearsinLhelndicaLorscolumn.
5. PoinLLoLhenoLeicon.
1he noLe appears in a Screen1ip. For noLes LhaL are Loo long Lo appear in a
Screen1ip, you can double-click Lhe noLe icon Lo display Lhe ull LexL o Lhe noLe.
1o conclude Lhis exercise, you creaLe a hyperlink.
6. RighL-clickLhenameoLask8,Launch public Web portal for book, andLhenclick
HyperlinkonLheshorLcuLmenu.
1he lnserL Hyperlink dialog box appears.
52 Chapter2 Creatnga1askLst
7. lnLheText to displaybox,LypeAdd to spring catalog here.
8. lnLheAddressbox,Lypehttp://www.lucernepublishing.com/
9. ClickOK.
AhyperlinkiconappearsinLhelndicaLorscolumn.PoinLingLoLheicondisplaysLhe
descripLiveLexLyouLypedearlier.
1o open Lhe Web page in your browser, righL-click on Lhe hyperlink icon and in Lhe
shorLcuLmenuLhaLappearsclickHyperlink,andLhenclickOpenHyperlink.
1o conclude Lhis exercise, you'll record some inormaLion abouL Lhe projecL plan.
Like oLher MicrosoL Oce programs, ProjecL keeps Lrack o several le properLies.
Some o Lhese properLies are sLaLisLics, such as how many Limes Lhe le has been
revised.OLherproperLiesincludeinormaLionLhaLyoumighLwanLLorecordabouL
a projecL plan, such as Lhe projecL manager's name or keywords Lo supporL a le
search.ProjecLalsousesproperLiesinpageheadersandooLerswhenprinLing.
lnLheollowingsLeps,youenLersomeproperLiesLhaLyouwilluselaLerwhenprinL-
ingandoroLherpurposes.
10. ClickLheFileLab.
1he 8acksLage view appears. 1he lno Lab should be selecLed by deaulL. NoLe Lhe
LhumbnailimageandkeysLaLisLicssuchasLhesLarLdaLeonLherighLsideoLhe
8acksLageview.
11. ClickLheProject InformationbuLLondirecLlybelowLheLhumbnailimage.lnLhe
menuLhaLappears,clickAdvanced Properties.
1he ProperLies dialog box appears wiLh Lhe Summary Lab visible.
12. lnLheSubjectbox,LypeNew book launch schedule.
13. lnLheAuthorbox,Lypeyourname.
14. lnLheCompanybox,LypeLucerne Publishing.
KeyPonts 53
15. SelecLLheSave preview picturecheckbox.
1he nexL Lime Lhis le appears in Lhe Open dialog box wiLh Lhe Preview opLion
selecLed, a Lhumbnail image showing Lhe rsL ew Lasks o Lhe plan will be displayed.
16. ClickOKLocloseLhedialogbox.
CLEAN UP CIose the SmpIe 1asks Ie.
Key Points
FssenLialaspecLsoLasksinaprojecLplanincludeLheirduraLionandordero
occurrence.
1ask links, or relaLionships, cause Lhe sLarL or end o one Lask Lo aecL Lhe sLarL or
end o anoLher Lask. A common Lask relaLionship is a nish-Lo-sLarL relaLionship, in
whichLhecompleLionooneLaskconLrolsLhesLarLoanoLherLask.
lnProjecL,phasesoaschedulearerepresenLedassummaryLasks.
1asks can be manually or auLomaLically scheduled. For manually scheduled Lasks,
you can record whaLever inormaLion you may have abouL a Lask's duraLion, sLarL,
and nish values.
ouusecalendarsinProjecLLoconLrolwhenworkcanbescheduledLooccur.
oucandocumenLaddiLionaldeLailsusingLasknoLesandcreaLehyperlinksLo
LheWeb.