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Adjusting Existing Tasks
Getting The Results You Want with
         MS Project 2010
Adjusting Existing Tasks

Updates can seem tricky in MS Project and are frequently the source of frustration
for many people. Whenever you make an update, MS Project seems to do
something else and you don’t end up with the change you intended.

There are rules you’d need to follow to get MS Project to respond the way you
intend it to and once you learn what they are and when to apply them, you’ll be
able to update your projects quickly and without frustration!
Step 1
Change the value in the Task Type field, if necessary. (Project initially sets the Task Type to Fixed Units)

To keep the duration of the task you are adjusting the same, choose “Fixed Duration”

To keep work the same and the duration to change, choose “Fixed Work”
Step 2
Uncheck the Effort Driven checkbox, if necessary.

To re-distribute the current total Work among the assigned resources, turn on the
Effort Driven checkbox

To change the total Work when adding/removing resources, turn off the Effort Driven
checkbox
Steps 3, 4 & 5
Step 3: To add a resource, choose a name in the Resource Name field.

Step 4: If you don't want to use the resources max units, type a value in the Units field

Step 5: If you don’t want Project to calculate the work based on task Duration and
Units, type a value in the Work field




                                   4     5

                 3
Saving Your Updates
When you are finished, restore the original settings in the Task Type field and the
Effort-Driven checkbox, then click OK (or Save) to complete the assignment and
calculate the fields.
Smart Tags
When you change a scheduling value, a Smart Tag indicator appears, offering you
options based upon how your change affects the other two scheduling formula
elements.
Click on the     tag to see more options.
Changing Task Types
                                and you change the…




                       Duration          Units         Work
                                                                 Project
                                                                 recalculates
         FIXED          WORK            WORK           UNITS     the…
         DURATION
If the
task type FIXED WORK    WORK           DURATION       DURATION
is
         FIXED UNITS    UNITS          DURATION       DURATION

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MS Project 2010: Adjusting Tasks To Get the Results You Want

  • 1. Adjusting Existing Tasks Getting The Results You Want with MS Project 2010
  • 2. Adjusting Existing Tasks Updates can seem tricky in MS Project and are frequently the source of frustration for many people. Whenever you make an update, MS Project seems to do something else and you don’t end up with the change you intended. There are rules you’d need to follow to get MS Project to respond the way you intend it to and once you learn what they are and when to apply them, you’ll be able to update your projects quickly and without frustration!
  • 3. Step 1 Change the value in the Task Type field, if necessary. (Project initially sets the Task Type to Fixed Units) To keep the duration of the task you are adjusting the same, choose “Fixed Duration” To keep work the same and the duration to change, choose “Fixed Work”
  • 4. Step 2 Uncheck the Effort Driven checkbox, if necessary. To re-distribute the current total Work among the assigned resources, turn on the Effort Driven checkbox To change the total Work when adding/removing resources, turn off the Effort Driven checkbox
  • 5. Steps 3, 4 & 5 Step 3: To add a resource, choose a name in the Resource Name field. Step 4: If you don't want to use the resources max units, type a value in the Units field Step 5: If you don’t want Project to calculate the work based on task Duration and Units, type a value in the Work field 4 5 3
  • 6. Saving Your Updates When you are finished, restore the original settings in the Task Type field and the Effort-Driven checkbox, then click OK (or Save) to complete the assignment and calculate the fields.
  • 7. Smart Tags When you change a scheduling value, a Smart Tag indicator appears, offering you options based upon how your change affects the other two scheduling formula elements. Click on the tag to see more options.
  • 8. Changing Task Types and you change the… Duration Units Work Project recalculates FIXED WORK WORK UNITS the… DURATION If the task type FIXED WORK WORK DURATION DURATION is FIXED UNITS UNITS DURATION DURATION

Notes de l'éditeur

  1. Demo the details split screen in Project
  2. Tip: Read through the entire set of instructions before beginning.For more on Task Types click the link above
  3. Follow steps 3, 4, 5 to assign additional resources to the task
  4. Green “Smart Tag” appears in the upper left-hand corner of cell. Project will also highlight all cells the edit will impact in light blue. Once you hit save, the blue highlighting will disappear.
  5. Print this slide for quick refernce