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Microsoft Project: 3 - Entering the Logic

by Mike Glen, MVP

Last month we had a look at entering the basic task data into Project: that is Tasks and their Durations. This month we will have a look at logic linking.

My introductory guide to network analysis at: http://www.mvps.org/project/networkanalysis.htm indicated in Step 1, when listing what has to be done, the importance of not considering who is going to do what, but to concentrate on WHAT. Step 2 was deciding the ORDER in which it is to be done. Do not type in Start or Finish dates—let Project do that work for you using the precedence links, so that Project can tell you what is possible. In this step always assume you have infinite resources so that who does what does not cloud the issue—concentrate only on the LOGIC.

Entering Dependencies
A dependency link can be entered in several ways. When the link is created, Project will calculate the new start of the successor task, and move the bar to its new date.

Click And Drag
On the Gantt chart, position the mouse pointer on the centre of the predecessor task bar until the mouse cursor turns into a 4-way arrow. Hold down the left mouse button and drag up or down until it changes to a link image.

A Finish-to-Start Link box will show to help you link to the correct task.

Drag the pointer over the successor task to be linked and release the mouse button. A link line will join the bars in the default finish-to-start relationship. Although click and drag works, it is not very convenient particularly when the successor task requires you to scroll to a remote task, as you cannot control the speed of scrolling. Beware of momentarily releasing the left button as this could cause the link to be mis-directed. If you hover the mouse over a link line, a link box will appear giving details of the selected link (not in Project 98), and double clicking will show a Task Dependency form from which you can delete the link (see later).

Link Tasks Tool
Click on the Task Name of the predecessor task to highlight it. Hold down the Ctrl key and click on the successor task. Select Edit/Link Tasks or Ctrl/F2 or click on the Link Tasks tool button to create a finish-to-start relationship. Several tasks can be linked at the same time by sequentially selecting them and clicking the Link Tasks tool button.

Task Form
Click on the Task Name of the successor task or its bar to highlight it. If selecting the bar, a tip will appear giving details of the selected task. Select Window/Split or right-click in a free area of the Gantt chart and select Split. A combination view (an extremely useful technique bye the way) will be seen with the Gantt chart in the upper pane and the Task Form in the lower pane.

Enter the ID numbers or the Predecessor Name of the linkages required in the predecessor part of the form (bottom pane right-hand side). If the predecessor is off the screen, you can scroll up or down to find precisely the task you want without losing the focus of the cursor, so having found it, just type its ID and it will automatically enter the ID in the correct place. You could also click in the predecessor area and select the task from the pick list, though you have to be careful if there is more than one task of the same name. Select Previous or Next buttons on the form or press Enter to go to the next task.


Using the Task form is the most positive method of entry and is less likely to cause errors and is thus the recommended technique. Lag times (or Lead times as negative Lag) or other task relationships can also be entered (see later).

Unlinking Tasks
To unlink a task from its predecessor, select the unwanted ID in the Task Form and press the delete key. Alternatively, double-click on a link line in the Gantt chart (a bit fiddly) to bring up the Task Dependency dialog box and select Delete (you can also use this box to change the dependency Type or Lag—see later).


Or select the linked tasks then Edit/Unlink Tasks, or click the Unlink Tasks button on the Standard toolbar.

Logical Task Relationships
There are four Types of task relationships in Project:

The illustration above shows the following diagram display:

  • Finished-toStart (FS)—Task (B) cannot start until another task (A) finishes.
  • Start-to-start (SS)—Task (B) cannot start until another task (A) starts.
  • Finish-to-finish (FF)—Task (B) cannot finish until another task (A) finishes.
  • Start-to-finish (SF)—Task (B) cannot finishe until another task (A) starts.

Lag or Lead
Lag or Lead (which is entered as negative lag) can be entered in the Task Dependency Form or in the Task Form to enhance the scheduling of the requirement. For example, you want to lay a cable across a field; you might estimate the job in 3 parts: dig trench (3 days), lay cable (1 day) and fill trench (3 days). If these were scheduled as a chain of tasks it would take 7 days. However, you don't necessarily have to wait for the trench to be completely dug before you can start to lay the cable. Thus, you could have a Start-to-Start relationship with a lag of 1 day: i.e., the cable laying can start after the first day of digging the trench. A bit of thought would lead to the conclusion that filling the trench also doesn't have to await completion of the laying of the cable. Thus, by using lag the whole project can be finished earlier, as the cable laying part can be done within the total time and the trench filling will have only 1 day left after the cable is laid: i.e., totalling 5 days. This type of project scheduling is known as a progressive feed. (Actually, by also splitting the lay cable task into three, the total Duration can be reduced to 4.33 days.)

Gantt Layout
Selecting Format/Layout or right-clicking in a blank area of the Gantt chart and selecting Layout will allow the layout of the Gantt chart to be changed. Here a different link style can be chosen or turned off altogether.

Next Month
Next month we'll have a look at manipulating data and appearance. Enjoy!

 

 

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