![]() This is especially useful if you want to maintain the same dates. You can also right-click a task, and then click Reassign To. The easiest way to reassign a task is by dragging it to another person. It does prevent the task from having actuals reported on it. Inactivating a task doesn't delete it from the project, even though the task will disappear from the Team Planner. Right-click the task bar to choose Inactivate Task. When this setting is on, if moving one task would create a conflict with another, the second task will be automatically moved to prevent any overallocations. On the Format tab, choose Prevent Overallocations. To change a task from being automatically scheduled to manually scheduled, right click a task, and then select Auto Schedule or Manually Schedule. This section covers other things you can do in the Team Planner to get more done in less time. ![]() Most things you can do in the Gantt Chart and other views you can do in the Team Planner as well. Top of Page Fine-tune your schedule using the Team Planner viewĪssuming you've read other sections in this article, you are now fairly familiar with how to move tasks in the Team Planner. Tooltips can help you make important scheduling decisions. Hover over a task to read important and useful information about how it is being scheduled. In this way, you can drag a task further into the future (or past) without having to release the mouse button. To scroll the view, use ALT + arrow.ĭragging a task to the edge of the Team Planner will automatically cause the view to scroll. To move a highlighted task, use CTRL + arrow. You can navigate through items in Team Planner using the arrows keys. You can also drag the mouse over multiple items to select them. Hold down CTRL while clicking multiple resource or task names. When tasks are rolled up, the highest-level task will appear as a single bar. On the Format tab, in the Format group, select the level of detail by choosing Roll-up and then an outline level. To get a higher level of detail about task and project information, roll up information on Team Planner. Rollup task information to see less or more detail Double-click the vertical bars to see more details about the nonworking time. Here are other ways you can use the Team Planner.Ī person's nonworking time will appear as gray vertical bars. A task can be scheduled to worked on at a later time in a person's schedule. Work that is not assigned to a person can be assigned to someone by dragging and dropping.ģ. Moving a task vertically to assign new work to a person. You can move tasks for a resource that is working on two tasks at the same time.Ģ. Moving a task vertically to resolve an overallocation. On the View tab, in the Resource Views group, choose Team Planner.ġ. Using Team Planner, rescheduling a task is as simple as dragging it somewhere else. Team Planner will handle all of these problems, and much more. Or maybe you discover that no one is working on an important task. Someone might be assigned too much work, or perhaps you want to reassign work to a different person. There are different reasons why you might want to move a task. Top of Page Move a task to a different time in the schedule For example, portions of the bar that are darker blue indicate actual work. Tip: The color of the task gives you useful information about its scheduling state. To keep the task unscheduled but assigned to a person, drag it vertically to a person's name in the upper-left section. It can be assigned by dragging it to a person's schedule in the right section. This task has not been assigned to anyone. If only the start date is set, it will remain an unscheduled task.Ĥ. Similarly, if it has a start date and end date set (but no duration), it will also become a scheduled task. For example, if the duration and start date is set (but no finish date), the finish date will be automatically set and it will become a scheduled task. For a task to be scheduled (and thus move to the right side of the view), it has to have at least two of the schedule settings set. This task is assigned to a specific person, but it doesn't have enough scheduling information to become a scheduled task. Either of these tasks can be moved to a different time in the schedule (or to a different person) to resolve the overallocation.ģ. ![]() The resulting overallocation is indicated by red lines. Both are scheduled at the same time to the same person. The top task is automatically scheduled and partially completed (indicated by the color change on the bar). This task is a completed task with 100 percent actual work. Tip: If you use agile project management as your organization's project scheduling methodology, use the unassigned tasks as your "backlog" of tasks that are waiting to be assigned to resources in future sprints.ġ.
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