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Microsoft Project 2010 : Managing Multiple Projects (part 2) - Linking Tasks in Different Projects

11/17/2011 4:57:33 PM

2. Removing a Project from a Master Project

If you no longer need an inserted project in your master project, then you can delete the inserted project task while keeping the original subproject file. Suppose another project manager takes over one of your several projects, so you no longer need to see that project. Simply delete it from your master project. The new project manager works on the original Project file. That's it.

To remove an inserted project, do the following:

  1. In the Gantt Chart view, select the ID cell for the inserted project summary task.

    Project selects the entire task, not just the task name.

  2. Press Delete. Or you can right-click the task and choose Delete Task on the shortcut menu.

    The Planning Wizard dialog box appears and asks you to confirm that you want to delete a summary task and all its subtasks.

  3. Make sure the Continue option is selected, and then click OK.

    Project removes the inserted project from the master project but leaves the original subproject file where it is. If you change your mind, click Cancel instead.

3. Linking Tasks in Different Projects

Maybe only a few tasks in one project link to tasks in another project. For example, your advertising firm has an office move planned, but the partners are adamant that packing won't start until the "Who Needs Pants?" ad campaign is complete. You don't have to insert these two projects into a master project to link their tasks. The easiest way to link tasks in different projects is to open both projects and then create an external task dependency.

To create an external task dependency, follow these steps:

  1. In Project, open the projects that contain the predecessor task and the successor task.

    Project opens each Project file in its own window, but these windows are initially on top of each other.

  2. To view both projects at the same time so you can see the tasks you want to link, choose View→Window→Arrange All.

    Project positions the windows for the two projects one above the other, as you can see in Figure 3.

  3. Select the task that's the successor in this external task dependency.

    Because the Task Information dialog box includes a Predecessors tab, you must begin the external link from the successor task.

    Figure 3. When both projects are open, you don't have to type the entire folder path, file name, and task ID. You just type the name of the project that contains the predecessor, a backslash (\), and then the task ID of the predecessor.

  4. To open the Task Information dialog box, press Shift+F2 (or choose Task→Properties→Information), and then select the Predecessors tab.

    The Name box shows the successor task.

  5. Click the first blank ID cell, and then type the name of the project that contains the predecessor task, followed by a backslash and the task ID.

    To see the name of the project, look at the title bar of the project's window. In Figure 3, the predecessor task's project is Ch19_Buildelectronics. The full ID is Ch19_Buildelectronics\3, which appears in the text entry box above the Predecessors table.

  6. Press Enter to save the external task dependency.

    Project fills in the Task Name, Type, and Lag cells with "External Task," and you can't change any of these values. Don't panic. After you click OK to complete the link, you can edit the dependency to change the task dependency type and lag value.

  7. Click OK to complete the link.

    In the project that contains the successor, the external predecessor appears formatted in gray and immediately above the successor task in the Gantt Chart table area, as shown in Figure 4.

    Figure 4. In the predecessor project, the successor task appears formatted in gray, and immediately below the predecessor task.

  8. To change the type of task dependency or to set lead or lag time, select the successor task once more, and then press Shift+F2.

    The Task Information dialog box opens. This time around, the name of the predecessor task appears. The Type is set to Finish-to-Start and the Lag is set to 0d. To change the type or lag, click the corresponding cell in the row for the external task, and then type the new value. For example, if the predecessor and the successor start at the same time, you can choose Start-to-Start.


Note:

When you open a Project file that contains external task dependencies, the Links Between Projects dialog box opens, which shows all the external predecessors and external successors to the file. You can see the effects to your schedule and choose which changes you want to accept. To see the links between projects at any time, choose Project→Properties→Links Between Projects. You can also set options to control the appearance of cross-project links. Choose File→Options. In the Project Options dialog box, choose Advanced. In the "Cross project linking options for this project" section, you can turn off the "Show external successors" and "Show external predecessors" checkboxes (they're on by default) to hide external tasks. If you don't want the Links Between Project dialog box to open automatically, then turn off the "Show 'Links Between Project' dialog box on open" checkbox.

 
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