Moving Tasks Within WBS

[dale11]

How are newly created project tasks moved to a specific phase or under a summary task of a project plan/WBS? They show up at the bottom of the Gantt chart regardless of their relationships to other tasks or their start/end dates. Ran into this during a demo yesterday, and took an action item to resolve as a follow-up.

[Vincent Loffel1]

Hi Dale,

I don't think your question has anything to do with Performance Analytics, but you might want to read this thread as I think it solves your problem: Re: WBS in Project Management

Regards,

Vincent

[kellykaufmann]

Here's some instructions from my how-to that include how to place or move tasks under other tasks. If you're in Fuji, you can't do this in Project Workbench I believe. Hope this helps. Sorry that this removes the proper formatting.

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1. Option A: Using the 'Project Tasks' tab:
   1. Navigate to the 'Project Tasks' tab near the bottom of the Project screen, click on the 'New' button to create a new task.  

1. Create tasks:
   1. For a fixed-date project / top-down planning, you will create what will be a 'header' task for the first phase (e.g., the 'Discovery' phase).
      1. For 'Time constraint', select 'Start on a Specific Date'.
      2. For 'Planned start date', select a date for the beginning of the first phase.
      3. For 'Planned end date', select a date for the end of the first phase.
      4. For bottom-up planning / non-fixed-date project, you can use 'Start ASAP' or fixed dates or duration.
      5. Enter a simple Short Description (for this task you will describe it as a header task).
      6. Leave the 'State' as 'Pending' for now.
      7. Click the 'Submit' button.
   2. Create subtasks:
      1. Click on the right-facing triangle next to the first project task number. That will expand any existing subtasks, and will allow you to create subtasks.

1. Click on the 'New' button under that task.
2. Fill out task information.
3. Click the 'Submit' button.
4. Repeat as needed.

1. Option B: Using the GANTT Chart:
   1. Click on the 'Gantt Chart' link in the 'Related Links' section just above the 'Project Tasks' tab.

1. Create tasks:
   1. Click in the 'Add Task' text box.

1. Type in the name of the task.
2. Click 'Enter' on your keyboard.

The task will appear below the header task.

1. Edit / enter a task's details:
   1. Double-click on a task's line.

A project task window will pop up.

1. Enter dates, description, etc for the task.
2. Click the 'Update' button.
3. To make a task a subtask:
   1. Single-click & hold on a task name.
   2. Drag and 'place' the task on another task. This will place the moved task below that task you placed it on. You will receive a small confirmation window — click the 'OK' button.

1. To create dependencies
   1.   Single-click & hold on a task line.
      1.   Note: Make sure the arrows are vertical           when clicking on the task line. If the arrows are horizontal                       , it will adjust the task dates instead.
      2. Drag the line to another line, release your mouse click.
      3. You will receive a 'Confirm action' window. Click the 'OK' button.

1. To edit a relationship:
   1. Double-click the connector line between tasks.

A 'Planned Task Relationship' dialog box will appear.

1. Change the predecessor and successor information as needed, and build in lag time if needed.

  Note: When a Lag value exists, ServiceNow recalculates the critical path accordingly.