Adding, editing and deleting tasks to a plan in MS Project Server

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Video material "Adding, editing and deleting tasks to a plan in MS Project Server"

How to add new tasks to the project plan in MS Project Server? How to show summary tasks MS Project Server Server?

2023-12-14T08:00:00+03:00

Contents:

  1. Adding new tasks to the plan in MS Project Server
  2. Setting the default task mode for new projects in MS Project Server
  3. Chat


Adding new tasks to the plan in MS Project Server

The project schedule can be edited directly on MS Project Server.

Steps to add new tasks to the plan in MS Project Server:

  1. Open a project plan. Click the "Projects" item in the left menu and click the project name.
  2. Click the "Schedule" item in the left menu.
  3. Click the "TASK" tub in the top menu.
  4. Click the "Edit" button in the "Project" block.
  5. Click the "In Browser" item.
  6. You can add a new task at the bottom of the project. The bottom task is empty. You can edit this empty task.
  7. You can add task in the any plan place. Stand on the next task. Click the "Insert" button in the "Tasks" block.
  8. You can copy tasks data. Stand on the bottom task and click the "Copy" button.
  9. You can set up the task type, click buttons: "Manually Schedule" or "Auto Schedule".
  10. Click the "Save" button in the "Project" block.
  11. If you want publish a plan, click the "Publish" button in the "Project" block.
  12. Click the "Close" button in the "Project" block.
  13. Select the "Check it in" box and click the "Ok" button.

Adding new tasks to the plan in MS Project Server

Steps to edit tasks in MS Project Server:

  1. Open a project plan. Click the "Projects" item in the left menu and click the project name.
  2. Click the "Schedule" item in the left menu.
  3. Click the "TASK" tub in the top menu.
  4. Click the "Edit" button in the "Project" block.
  5. Click the "In Browser" item.
  6. You can edit the task. Double-click on a task in a column.
  7. Select tasks and click the "Delete" button in the "Task" block.
  8. You can add task in the any plan place. Stand on the next task. Click the "Insert" button in the "Tasks" block.
  9. Click the "Save" button in the "Project" block.
  10. If you want publish a plan, click the "Publish" button in the "Project" block.
  11. Click the "Close" button in the "Project" block.
  12. Select the "Check it in" box and click the "Ok" button.


Setting the default task mode for new projects in MS Project Server

Steps to set up the "Manually Scheduled" mode in MS Project Server:

  1. Click the "Server Settings" item in the left menu.
  2. Click the "Additional Server Settings" link in the "Operational Policies" block.
  3. Click the "Manually Scheduled" box in the "Task Mode Settings" block.
  4. Click the "Ok" button.

Showing a summary task in MS Project Server


#projectmanagment, #projectschedulemanagement, #planningprocess, #msprojectserver, #oberemokii

Adding, editing and deleting tasks to a plan in MS Project Server

2023-12-14 13:58:02

Ivan Oberemok

oberemokii@gmail.com

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