Constraints in MS Project

Here is some advice – never constrain your MS Project tasks unless you have to!
Unfortunately many people constrain their tasks inadvertently, by poor use of MS Project. So what are Constraints in MS Project?

Let’s start from the basics.

A Dynamic Project Plan

Ideally you would want a “dynamic plan”, i.e. one that changes dynamically as tasks are completed.
Consider the following case:

Simple Network Diagram

Simple Network Diagram

This determines the dependencies or sequence of activities in the project, and if each task took 2 weeks, then the whole project would take 6 weeks.

This would be represented in MS project as follows:

3 tasks linked

3 Linked Tasks

A dynamic plan means that if one of the tasks took a different amount of time, the plan updates. In this case Task B now takes just 1 week, and finishes earlier, allowing Task C to start earlier, and the complete project finishes in 5 weeks.

Example Dynamic Project Plan

Example Dynamic Project Plan

 

Unfortunately, many people use MS Project as follows:

A Constrained Project Plan

Initially they enter the tasks, however, they then set the start dates of each task.

Static Constrained Plan

Static Constrained Plan

……and now if Task B completes in just one week, this static plan does not update Task C, and the project still takes 6 weeks.

Static Constrained Plan Result

Static Constrained Plan Result

 

The clue that ‘Something is amiss’ is to be found in the ‘Indicators Column’. Setting the dates manually automatically adds a ‘Start No Earlier Than’ type constraint.

Constraint Indicator

Constraint Indicator

Making the project plan dynamic

To edit the constraints for any task, double click the task to get the ‘Task Information’ Dialog, and then navigate to the ‘Advanced’ tab, and select the appropriate constraint (‘As Soon As Possible’ means when the task preceding is completed).

Task Information Dialog for Constraints

Task Information Dialog for Constraints

This does, of course require all tasks to be linked by adding predecessors.

Some tasks “must” be constrained, as they happen on certain dates. Tasks such as deliveries, meetings, need to be constrained, but the use of constraints should be kept to a minimum.

Setting ‘Start’ dates for tasks automatically adds a constraint that might not have been intended. A dynamic plan requires all tasks to be linked, and all tasks to be “As Soon As possible”.

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Posted On: 5th September 2016

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