davegb said:
Years ago, when I first learned how to schedule with software, I was
taught "NEVER". When I started consulting, and heard objections, I
softened for a while, and said "almost never". I had to learn it for
myself. When I say "NEVER", I mean "NEVER"! Meaning, under no
circumstances, for no reason, should anyone, ever link Summary tasks in
any scheduling software, no exceptions under any real or imagined
circumstances. Emphasis on "NEVER". If you want to think up exceptions,
I'll be happy to show you how to achieve the same end result without
the complications.
Oh, I know how to achieve the same end result, but here is an example:
You have a project schedule with well-defined sequential phases. There are
also some parallel activities grouped into phases.
Each phase is modelled as a summary task with a number of sub-tasks (and
perhaps even sub-summary tasks)
The sub-tasks are modelled correctly and have dependencies from the last
sub-task in a phase to the first sub-task in the next phase. It may even
have such things as a start and finish milestone for each phase.
Now...
Your bosses, bosses, boss wants to see how the project is going. You
collapse the summary tasks. In doing so the dependency lines DISAPPEAR FROM
VIEW and there is no clear relationship between phases. Instead of just
giving up and doing the whole thing in powerpoint, you succumb to temptation
and violate the sacred commandment of DaveGB and throw a few dependencies in
to make the workflow understandable. Why not? You are only going to remove
them later.
I do this more frequently then I'd like to admit.
I also use this approach when sketching out a schedule.
Schedules have multiple uses and have a lifecycle. At first they are used in
an exploratory fashion, then they become a bit analytical, after that they
become operational and serve to track actual progress, finally at the end
they should be archived. All along, they also serve as a communication tool.
Linking summary tasks is a problem in the operational mode but is less so in
some of the other modes.
-Jack