1. The "fixed" value, whether it be Units, Work, or Duration, is the value
that you do not want Microsoft Project to recalculate for you in the
Duration Equation.
Thus, on a Fixed Work task, if you change the Units then
the Duration is recalculated, and if you change the Duration then the Units
are recalculated, but the software won't recalculate the Work for you
because that value is fixed.
You should set the "fixed" variable on a task
by task basis, based on the requirements of the task. For example, if a
task has a "window of opportunity" of 5 days to complete work on the task,
and the window will not change, then I would say that is a Fixed Duration
task with a Duration of 5 days.
2. You will need to supply two of the three values in the Duration equation
on each task and assignment. These values are Duration, Work, and Units.
In some situations, it is most helpful to enter a Units value and a Work
value for each resource assigned to a task, and then let the software
calculate the Duration of that task for you.
In other cases, you may need
to set a Duration and then enter either a Work or Units value. It's all
based on your scheduling needs. The Task Type also comes into play as well
when you set assignments.
Yes, you are correct that you should not enter a Start or Finish date for any task, as this automatically sets a constraint on the task. If you need to set a constraint on a task, then double click the task, select the Advanced tab, manually set the constraint there, and then add a task Note to document why you set the constraint.
A Priority number can be set at both the project level and the task level, and you are
correct that it is used only in leveling.
3. The software is behaving as it is meant to work. If you have a Fixed
Units task, and then you attempt to adjust both the Duration and the Work,
the software WILL NOT recalculate the Units value for you. Why? Because
the Units are fixed.
If you have a Fixed Work task, you should adjust the Work value first, and then let the software recaluclate the Duration, which is its default behavior. Then adjust the Duration and the software will recalculate the Units for you.
You can fix or "lock" one of the three values in the Duration equation,
which are Duration, Work, or Units. This is known as the Task Type setting
for each task, and the Task Type can be either Fixed Units, Fixed Work, or
Fixed Duration.
By default, the Task Type for each task is Fixed Units,
which explains the behavior you are seeing. When Units are fixed and you
change Duration, Work is recalculated automatically, and if you change Work
then Duration is recalculated. To fix either the Duration of Work values
for a single task, do the following:
1. Double-click the task in question
2. Click the Advanced tab
3. Set the Task Type value to either Fixed Work or Fixed Duration
4. Click OK
To set the Task Type for every task in a project, click the Select All
button in the upper left corner of the task sheet (blank gray button) to
select all tasks in the project.
Click the Task Information button in the middle of the Standard toolbar, and then complete steps 2-4 above. To set
the default Task Type for every task in every new project, do the following:
1. Open a blank project
2. Click Tools - Options
3. Select the Schedule tab
4. Set the Task Type to either Fixed Work or Fixed Duration
5. Click the Set as Default button
6. Click OK
7. Close and do not save the blank project
Another way of protecting your original Work and Duration values, as well as
the Start date and Finish date for each task is to baseline your project
before you begin entering progress.
To do so, click Tools - Tracking - Save Baseline and then click OK. The Baseline Duration, Baseline Work, Baseline
Start, and Baseline Finish values will reflect your original starting values on each task, summary task, and for the project as a whole. As long as you don't rebaseline the project, these values will not change. Hope this
explanation helps.
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