Wednesday, August 4, 2010

Schedule Tasks Your Way

In all previous versions of MS Project, from 1.0 through 2007, the question most asked of me is “How do I get MS Project to leave my schedule alone?” This question is convenience and usability based, not competency based. My answer has always been, “let’s talk about the goal and how the software can help achieve it.” Naturally, discussion followed on how Project schedules and coaching or training solved the problem. Microsoft has addressed this common question brilliantly in Project 2010 with a new feature - Manual Scheduling.

Manual Scheduling allows the user to create and schedule tasks and resources without the interference of MS Project's scheduling engine. This means that Project won't be second guessing the starting and ending dates when you enter a task or move a task to a different date. This is now the default scheduling setting in Project 2010.

There are several MPUG articles on the Manually Scheduled Tasks feature and its use in planning. There is also a very nice explanation of Manual Scheduling in MS Project 2010’s Help. Reading these is definitely worth the time.

Now my most frequent question is “How can I have Auto Schedule (2007’s default) as my default, but not lose the Manually Schedule feature when I need it?”

The answer is in Project’s Options. Go to File, then Options. In the Schedule topic and Schedule section are the two settings that need to be set to meet your needs. If you want Automatic Scheduling as your default, just match the noted settings in the figure below and OK the dialog.

Setting the Default Task Mode

New projects will now be Auto Scheduled. If you want to Manually Schedule a task, you’ll need to select the task and choose Manually Schedule from the Ribbon. See the figure below for its location in the Ribbon.

Stting the Task Mode on an individual task

Regardless of your choice for Task Mode, Project will give you what you want. Now you can schedule your way!