Adding new tasks that link to a previously baselined summary task

[Hawk]

Hi- I have found your forum very helpful in my new job, but I'm in need of
some help. Here's my situation: i need to add several tasks to an already
baselined plan. I want to add them to the bottom of the project plan so that
i can accurately track all new tasks, but want them to link back to a
different 'summary' task so that i can see how the new tasks affect the %
complete of the previously baselined summary task (even though the 'summary'
task isn't located directly above the newly inserted tasks).

thoughts?

 

[John]

Hi- I have found your forum very helpful in my new job, but I'm in need of
some help. Here's my situation: i need to add several tasks to an already
baselined plan. I want to add them to the bottom of the project plan so that
i can accurately track all new tasks, but want them to link back to a
different 'summary' task so that i can see how the new tasks affect the %
complete of the previously baselined summary task (even though the 'summary'
task isn't located directly above the newly inserted tasks).

thoughts?

Hawk,
First of all, why would you put new tasks that are part of a particular
group (i.e. summary) somewhere other than under that summary? That's the
whole point of creating summary groups.

My suggestion is to put the new tasks where they belong - under the
appropriate summary lines. If you want to track or view all new tasks as
a separate group, either use the grouping feature (Project/Group by) or
tag those new tasks using a spare flag field and then filter.

Hope this helps.
John
Project MVP

 

[Jonathan Sofer]

That is a tough one because you have to insert the tasks within the summary
task in order for it to reflect in the summary task.

Maybe you can figure out something clever with a task custom field in which
you flag all your tasks into groups and then you create a view that uses
groupings instead of the default summary capabilities. Baselining would not
be reflected in these groupings so that might not work for you but it might
be worth a test run.

Jonathan

 

[Hawk]

Yeah, that's what i figured, but i thought i'd ask. i just don't want to have
to track a thousand tasks with unique IDs and wanted a work around so i
wouldn't have to adjust my tracking sheets that individuals turn in (it
tracks by task ID because it's much simpler to update project and find that
number than the unique ID). I thought that may be the answer. thanks for the
response and i'll try that.