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Working Smarter with Microsoft Project

You're reading from   Working Smarter with Microsoft Project Implement effective project control techniques to maximize efficiency and drive successful outcomes

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Product type Paperback
Published in Nov 2024
Publisher Packt
ISBN-13 9781835883983
Length 312 pages
Edition 1st Edition
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Author (1):
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Staci Warne Staci Warne
Author Profile Icon Staci Warne
Staci Warne
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Table of Contents (20) Chapters Close

Preface 1. Chapter 1: Defining the Project Schedule 2. Chapter 2: Working with Project Calendars FREE CHAPTER 3. Chapter 3: Managing and Defining Tasks 4. Chapter 4: Creating, Defining, and Assigning Resources 5. Chapter 5: Defining a Baseline for Project Progress 6. Chapter 6: Identifying and Managing the Critical Path 7. Chapter 7: Tracking Methods for Decision-Making 8. Chapter 8: Optimizing Projects with Advanced Resources 9. Chapter 9: Handling Overallocations 10. Chapter 10: Managing Costs Effectively 11. Chapter 11: Customizing Reports 12. Chapter 12: Project Manager’s Toolbox 13. Chapter 13: AI, ChatGPT, and Microsoft Project 14. Chapter 14: Practice Exercises 15. Index 16. Other Books You May Enjoy Appendix A: Project Management 1. Appendix B: AI and ChatGPT Project Charter Prompt 2. Appendix C: Discussion Points and Assessment Questions

Manual and auto-scheduling

Manual and auto-scheduling in Microsoft Project each have separate advantages and disadvantages, making them suitable for different scenarios. Here are some examples of the pros and cons of each:

Type

Pros

Cons

When to Use

Manual Scheduling

Flexible, controlled, stable

Time-consuming, less automated, missed connections

Early planning, fixed dates

Auto Scheduling

Dynamic, efficient, finds conflicts

Less control, complex setup, over-reliance

Detailed projects, complex tasks, changing projects

Table 1.1: Pros and cons for manual and automatic scheduling

  1. You can view the mode that your chosen tasks have by doing the following:
    1. View Manually Scheduled mode, shown with a push pin in the Task Mode field, a question mark will show next to the duration and the Gantt chart bar will be a lighter green color as shown as 1 in the following figure.
    2. View Auto Schedule mode, shown with an icon task bar in the Task Mode field, no question mark by the duration since it auto calculates, and the Gantt Bar will show a blue color as shown as 2 in the following figure.
Figure 1.6: Manual (1) versus auto (2) mode

Figure 1.6: Manual (1) versus auto (2) mode

  1. Use the ribbon on the task tab to switch or change between Manually Schedule and Auto Schedule.
  2. Select Task | Auto or Manual on the ribbon (when selecting a task, you will be able to tell which mode it is in by checking the highlighted button).
Figure 1.7: Viewing the task type on ribbon

Figure 1.7: Viewing the task type on ribbon

  1. View the New Tasks setting. Right-click on the status bar at the bottom of the task sheet. This will indicate the mode that will be created when creating a new task.
Figure 1.8: New task mode

Figure 1.8: New task mode

I would suggest that you change this setting from Manual to Auto in all your projects, which can be done by following these steps:

  1. Select File | Options | Schedule.
  2. Select All New Projects from the drop-down menu by Scheduling options for this project:.
Figure 1.9: Changing the default setting to auto-scheduled

Figure 1.9: Changing the default setting to auto-scheduled

By making this change, you will not have to change your project to automatic every time you start a new project and/or you won’t have to change individual tasks to use automatic scheduling each time you enter a new task.

In short, use manual scheduling for more control and flexibility, especially in the early stages or for fixed-date tasks. Switch to auto-scheduling for efficiency and accuracy in more complex and well-defined projects.

Ultimately, the choice between manual and auto scheduling depends on the specific needs and stage of the project. Microsoft Project allows you to use both types within the same project, offering flexibility to switch between them as needed.

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