This article explains how to manually build your plan's schedule of tasks. You will navigate to the Grid page. Refer to the next article for the steps how to publish a MS Project schedule of tasks.
Navigate to Work Plan Grid
From the Portfolios page, open the plan contextual menu and select Work Plan > Grid.
Add New Tasks
You may add new tasks via the Add Task icon from the menu bar or via the quick entry at the bottom of the screen & hitting the Enter key.
The newly created task appears at the end of the plan (after the last task). Edit the task in-line or open the Task Information window to edit the details, such as duration, start & due dates, effort, assigned resources, etc. Move the task and add dependencies as needed.
Via Menu Bar
Via Quick Entry
View & Edit Tasks
You can view and update tasks from either the Scheduler or Grid planning pages.
Task Contextual Menu
Right-click the task. The menu shows
- Task Information
- Delete task(s)
- Convert to milestone
- Split Task
- Delete dependency
- Insert Template
- Replace Resources
Select Task Information
View the task details. Update any fields on the Task Information window as needed.
Your fields may differ per your environment's configuration.
- Percent Complete
- Start & Finish Dates
Here you see any existing predecessor relationships, for which this task is the predecessor/dependent task. To add a new link, click the Add new button. To remove a relationship, click the Remove button.
You will only be able to assign tasks to resources who are on your plan team.
Here you see the assigned resource(s). You may change the resource assigned and you may update % units. Click next to the resource name or the % units to activate the drop down menus.
View or edit the following fields as needed. Your fields may differ per your environment's configuration.
- Calendar - There is only one General calendar
- Manually Scheduled: checkbox
- Scheduling Mode
- WBS Code
- Constraint Type
- Constraint Date
- Work Type
- Cost Rate
- Bill Rate
Add and edit notes on the task as needed.
You may also edit your plan tasks in line. Add columns to the view as needed, and click in a column cell to edit.