Managing project at 3 hierarchical levels RRS feed

  • Question

  • We have a requirement to implement Project Management based on 3 levels.

    1. Projects
    2. Sites
    3. Tasks

    Here Project is our main record with fields like: Project Num, Project Name, Scope, Status, Priority, Budget, Requester, Planned Start Date, Actual Start Date

    Then we have "Sites" list which depends on Project and have fields like: Site Name, Project Num, Priority, Planned Start Date, Actual Start Date, Design Planned, Design Completed

    Similar to "Sites", we have "Tasks" list which also depends on Project. It has fields like: Task Name, Project Num, Due Date, Assigned To, Design Completed, Design Completed By

    Is it possible to do this natively in MS Project?

    If it is possible, can someone share high level steps to achieve this?

    Tuesday, September 10, 2019 1:57 AM

All replies

  • Hi, 

    Project can do this of course.   The sites would be a summary task, just google MS Project Summary tasks and you'll find something useful; ultimately you will build a project schedule with the following structure

    Project name

    --> Site 1

    -----> Task 1

    -----> Task 2

    --> Site 2

    ----->  Task 3

    etc etc.

    Ben Howard [MVP] | web | blog | book | downloads | P2O

    Tuesday, September 10, 2019 9:16 AM
  • Can we somehow add same fields as I mentioned in my question for Project, Sites and Tasks?
    Tuesday, September 10, 2019 5:22 PM
  • Yes, you can use the custom fields feature to add in these fields.

    Ben Howard [MVP] | web | blog | book | downloads | P2O

    Tuesday, September 10, 2019 7:42 PM