Enhancing a project plan

There are various things you can do to make your project plan easier to use. For example:

You can add explanatory notes to tasks. This is especially useful for tasks that have constraints. Constraints override links and can lead to illogicalities or schedule conflicts in the plan, so you will need to keep an eye on them.

You can highlight the critical path in order to see at a glance the tasks that are currently directly affecting your project end date.

You can set milestones or deadlines to mark key dates.

You can give tasks priorities.

You can show a percentage completion for any task, visible on the task bar.

You can prevent some tasks from appearing on the Gantt chart by hiding their task bar.

You can make some tasks inactive, so that they no longer affects the scheduling of the project.

You can customize the display of the project plan on the Gantt chart.

All these operations are described in detail below.

Adding notes

You can add notes and comments to any task, just as in all the other MindView views. See "Inserting text notes" and "Inserting comments".

Viewing the critical path

In a project plan, the critical path corresponds to the tasks or chain of linked tasks that cannot be delayed without delaying the entire project. A task lies on the critical path if a change to its start date or duration affects the end date of the project (or the start date if you are scheduling from the end of the project).

Keeping a close eye on the status of your critical tasks at any time is therefore key to good project management. If the overall project duration is too long, the only way to make it shorter and bring in its end date is to shorten the critical path.

To toggle the critical path on or off, click Show Critical Path Critical_Path_icon_small.gif on the Gantt Tools tab. Tasks on the critical path are highlighted in red.

tip_color.gif You can change the color used to highlight the critical tasks from the Properties dialog. See "View properties: General tab" for more information.

Critical_path.gif

Setting milestones

A milestone is a task with zero duration. It appears on the Gantt chart as a solid diamond. Milestones are generally used to indicate important dates on the project plan, often key events or goals. For example, you might use milestones to mark desired completion dates, or project review meetings.

Milestone.gif

As with any task, a milestone can be linked to other tasks. However, milestones are generally used as fixed markers and are therefore not normally linked.

To enter a milestone:

Create a task and give it a duration of 0.

To convert a task to a milestone:

Select the task and give it a duration of zero, or

Select the task and choose Task Information Task_Information_icon_small.gif on the Gantt Tools tab to open its Task Information dialog. Check the option Set task as milestone.

To convert a milestone to a task:

Select the milestone and give it a non-zero duration.

Setting deadlines

You can add a deadline marker to any task. This does not affect any of MindView's Gantt calculations, but places a visible marker on the Gantt chart as a reminder.

Deadline.gif

If the task end date moves past the deadline, a missed deadline icon appears in the Indicators column of the Gantt Outline.

Deadline_missed.gif

To add a deadline to a task:

Select the task and choose Task Information Task_Information_icon_small.gif to open its Task Information dialog. In the Deadline field, select the deadline date.

To remove a deadline from a task, you open the Task Information dialog again and remove the check mark from the Deadline field.

Assigning priorities

You can assign a priority to a task in the following ways:

Select the task and choose Task Information Task_Information_icon_small.gif to open its Task Information dialog. Enter a priority number in the Priority field.

Select the task. On the Task/Timeline panel, enter a priority number in the Priority field.

Although priorities can range from 0 to 1000, you can use any convenient scale, for example 1 (highest priority) to 10 (lowest priority).

Setting completion values

You can indicate the progress that has been made towards completing a task by entering a % completion value. A thick line on the task bar indicates progress.

Completion_bar.gif

You can enter or modify a % completion value for a task in the following ways:

Select the task and use one of the Completion Level icons of the Gantt Tools tab.

Move the cursor to the left of the task bar (or to the right end of the completion line if the task already has a completion value) until it changes to Completion_icon.gif and drag rightwards or leftwards until the appropriate completion position is reached.

Select the task and choose Task Information Task_Information_icon_small.gif to open its Task Information dialog. Select a value in the Completion (%) field.

Select the task. On the Task/Timeline panel, select a value in the Completion (%) field.

Hiding the bar of a task

If you are working on a large project plan, with many tasks, you might want to hide some of the task bars from the Gantt chart to improve its legibility and allow you to concentrate on some of the more important tasks.

To prevent the bar of a task to be displayed on the Gantt chart:

Select the task and choose Task Information Task_Information_icon_small.gif to open its Task Information dialog. Check the option Hide task bar in chart.

The task stays listed in the Gantt Outline, but its bar is no longer shown in the Gantt chart.

Making a task inactive

If you want to keep a task in your project plan, but prevent it from affecting its scheduling, you can make it inactive. This can be useful for instance if you are forced to remove some tasks from your project for budget or deadline reasons, but want to keep a record of them, in case you may be able to re-introduce them later if you get additional funding or extra time.

Once inactive, a task is no longer taken into account by the scheduling engine, which means that its dates, duration and any resources allocated to it no longer have any impact on any of the other tasks of the project plan.

You can inactivate a task in different ways:

Select the task and click the Inactivate Task icon of the Gantt Tools tab.

Select the task and choose Task Information Task_Information_icon_small.gif to open its Task Information dialog. Check the option Inactive.

Right-click the task name in the Gantt Outline and choose Inactivate Task in its local menu.

To reactivate an inactive task, just repeat one of these operations.

Inactive tasks are identified by a special indicator in the Gantt Outline, and their task bar appears in white on the Gantt chart.

note_color.gifInactivating a summary task automatically inactivates all its sub-tasks.

warning_color.gif Be careful when inactivating a task that is linked to other tasks. If you inactivate a task with successors, the successors will be re-scheduled as if that task had been deleted. If you want to keep the link between two tasks after inactivating their connecting task, you will need to re-link the two tasks manually.

 

 

Customizing the Gantt chart display

For more information about this, refer to the paragraph "Customizing the Gantt Chart" in the topic "Using the Gantt view".