Microsoft Office Tutorials and References
In Depth Information
Creating summary tasks to outline the plan
With <New Milestone> selected, type Planning complete! and then press Enter.
The milestone task is added to your plan.
On the Gantt chart, the milestone appears as a diamond.
TIP You can mark a task of any duration as a milestone. Double-click the task name
to display the Task Information dialog box, and then click Advanced and select the
Mark Task As Milestone option.
Creating summary tasks to outline the plan
You’ll find it helpful to organize groups of closely related tasks into an outline using
summary tasks. When the summary tasks are sequenced over time, the highest level
summary tasks are called phases .
When reviewing a project’s plan, seeing tasks organized in an outline structure helps you
and your stakeholders think in terms of major work items. For example, it is common to
divide book publishing projects into Editorial, Design, and Production phases. With an
outline structure applied, you can then expand or collapse the outline to show just the level
of detail you want. You create an outline structure by indenting and outdenting tasks. In
Project, the tasks indented below a summary task are called subtasks .
Summary tasks are automatically scheduled and not manually scheduled by default. The
duration of an automatically scheduled summary task is calculated by Project as the span of
time from the earliest start date to the latest finish date of its subtasks. If you directly edit
the duration of an automatically scheduled summary task, or its start or finish date, it will be
switched to a manually scheduled task.
When a summary task is manually scheduled, its duration will be calculated based on its
subtasks, just like the duration of an automatically scheduled summary task. However, you
can edit the duration of a manually scheduled summary task and Project will keep track of
both the manual duration that you entered and the calculated duration.
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