Adjusting tasks in an outline

To move tasks in an outline, you can cut and paste (as you see in the following Steps 1 through 4) or you can drag and drop (as you see in the following Steps 5 through 7). You also can change the relative position of tasks in the hierarchy of the outline by promoting or demoting them (outdenting or indenting). In Step 8, you see an example of demoting a task.

Tip You can select a task by clicking its Gantt bar.

To move tasks, you must first select them. Use any of the following techniques to select tasks:

♦ To select a single task, click its ID number.

♦ To select several contiguous tasks, select the first task. Then hold down Shift and click the last task that you want to select.

♦ To select several noncontiguous tasks, hold down Ctrl as you click the ID numbers of the tasks that you want to select.

Moving tasks and subtasks can be a little tricky. It's important to remember that, although you can move tasks wherever you like, when you move a summary task, its subtasks move with it. Furthermore, if you move a task at the highest level of the outline to a new location just below a task with subtasks, Project demotes the task that you move. Similarly, if you move a subtask so that it appears below a task at the highest level of the outline, Project promotes the subtask that you move. To get a feel for this behavior, try the following steps:

Note To move a summary task only (without moving any of its subtasks), you must first promote all its subtasks to a higher level.

1. Click the ID number (in the leftmost column) for the Order Flowers task. Project highlights (selects) the entire row.

2. Click the Cut tool on the Standard toolbar.

3. Click the Gantt bar for the Send Invitations task. Project selects the row.

4. Click the Paste tool on the Standard toolbar. The Order Flowers task appears selected in its new location above the Send Invitations task.

5. Click the ID number of the Request Purchase Order task to select the task.

6. Move the mouse pointer over the ID number of the selected task; the pointer changes to a four-way arrow.

7. Press and hold down the left mouse button while you drag the Request Purchase Order task below the Order Food task. A horizontal gray line appears on-screen, indicating the new proposed position as you drag (see Figure 3-16).

Tip You can promote or demote tasks by dragging. Dragging a task to the left pro motes the task in the project outline. Similarly, dragging a task to the right demotes the task. You see the same gray vertical line when you promote or demote tasks that you see when you move tasks up or down in the outline.

Figure 3-16: Project indicates the proposed position of the task with a horizontal gray line.

8. With the Request Purchase Order task selected (either the entire row or just the task name), click the Indent button on the Formatting toolbar to make the task subordinate.

Note You also can promote or demote by dragging. Move the mouse pointer over the first few letters of the subtask name until the pointer becomes a double arrow. Then drag the subtask to the left or right.

Tip If a task isn't selected when you place the mouse pointer over the task name, you won't have much time to view the double arrow, because Project displays a screen ' tip that contains the task name. If you're patient, the screen tip will disappear and the double arrow will reappear.

Your schedule now has two tasks with subtasks beneath them, as shown in Figure 3-17.

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I ^ ^ ■»■ " . Show- 1 Are* -9 '^[bIjT II ||b]1 a I a Tasks ^^^^^_

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o

Task Nams Duration

Start

Finish

iy 25, '03

Jun 01, «3

Jun 06, "03 i

T IF

M T |W!T j F

M | T |W | T | F

S

M | T |W

1

- Book Meeting Space 1 day?

Mon 05/26/83

Mon 05,26/0:

2

Select Room 1 day?

Mon 05/26/03

Mon 05/260:

3

Confirm Space 1 day?

Mon 05/26/03

Mon 05/26«:

4

Schedule Speakers 1 day?

Men 05/26/03

Mon 05/26/0:

5

Arrange for AucioA'isijai E 1 day?

Mori 05/26/03

Mon 05/26«:

6

- Order Food 1 day?

Man 05/2643

Mon 05,26.1»:

7

Request Purchase Ordi f day?

Men 05/26/03

Mon 05/26«:

EU

6

Order Flowers 1 day?

Mori 05/26/03

Mon 05/26«:

1 o

9

Send Invitations 1 day?

Men 05/26/03

Mon 05/26«:

10

Maf Annual Reports 1 day?

Men 05/26/03

Mon 05/26«:

_<l J

jH

<

_LJ

Figure 3-17: Both Book Meeting Space and Order Food tasks have subtasks beneath them.

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Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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