Switching Task Scheduling Modes

By default, any new tasks added in Project 2010 are manually scheduled. You can easily convert a task to automatic scheduling. To do this, follow these steps:

  1. Select the manually scheduled task you want to convert to automatic scheduling.

    A manually scheduled task is marked with the pushpin icon in the Task Mode column.

  2. On the Task tab, in the Tasks group, click Auto Schedule.

    Switching Task Scheduling Modes

    Auto Schedule

    The task is converted to an automatically scheduled task. Any start or finish dates already entered are discarded. However, any durations are retained and used as part of the automatic scheduling calculation.

When you open a project file that was created in Microsoft Project 2007 or earlier, all tasks come in as automatically scheduled tasks, even if your default for new tasks is set to manually scheduled tasks. This occurs because Project 2007 and earlier versions have no option for manually scheduled tasks; all tasks are automatically scheduled. But just as in any project plan, you can convert an automatically scheduled task to a manually scheduled task, and vice versa.

To convert an automatically scheduled task to manual scheduling, follow these steps:

  1. Select the automatically scheduled task you want to convert to manual scheduling.

    An automatically scheduled task is marked with the Gantt bar icon in the Task Mode column.

  2. On the Task tab, in the Tasks group, click Manually Schedule.

    Switching Task Scheduling Modes

    Manually Schedule

    The task is converted to a manually scheduled task. Any previously entered duration is retained, and any start or finish constraint dates are retained in the Start and Finish fields.

Note

The ribbon highlights the current state of the selected task: Auto Schedule or Manually Schedule.

If you’re working in the Entry table of a task sheet (or any task table to which the Task Mode column has been added), you can also quickly switch a task between manual and automatic scheduling by clicking in the Task Mode field for the task. Click the arrow that appears, and then click Manually Scheduled or Auto Scheduled.

You can change multiple tasks to automatically or manually scheduled tasks at once. To select multiple adjacent tasks, click the first task, hold down the Shift key, and then click the last task. All tasks from the first to the last are selected. To select multiple nonadjacent tasks, click the first task, hold down the Ctrl key, and then click the other tasks. On the Task tab, in the Tasks group, click Manually Schedule or Auto Schedule.

If you’re changing several attributes of one or more tasks, you can use the Task Information dialog box to also specify whether a task is manually or automatically scheduled. To do this, follow these steps:

  1. Select the task(s) you want to change.

  2. On the Task tab, in the Properties group, click Information.

    Switching Task Scheduling Modes

    Information

    The Task Information (or Multiple Task Information) dialog box appears, as shown in Figure 5-6.

    You can also simply double-click a single task to open the Task Information dialog box.

    Use the Task Information dialog box to change various properties of a task.

    Figure 5-6. Use the Task Information dialog box to change various properties of a task.

  3. On the General tab, next to Schedule Mode, select Manually Scheduled or Auto Scheduled. Make any other changes you want, and then click OK.

    If you’re working with multiple tasks, not all fields are available for multiple update.

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