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.