You can create dependencies between tasks. If you create dependencies, rescheduling a task will reschedule all of its dependent tasks as well. In addition, project start and end dates will also automatically adjust based on the task dates.
If dependencies are not enabled in your org, your admin would first have to enable them.
Additionally, if you are using Project Schedules to designate non-working days (days on which tasks cannot be scheduled), tasks that get rescheduled via dependency updates will also take non-working days into account and will get pushed to the nearest working days.
There are a couple of different ways to create dependencies between tasks. You can either connect dependencies in Plan View, or you can build out the dependency relationships through Task Details on individual tasks.
Add Dependencies in Plan View
For forward-driven tasks, you can make the Start Date of Task B dependent on the End Date and the Duration of Task A. In other words, Task B cannot start until Task A is finished.
In this case, if you move Task A, Task B will update and reschedule accordingly. However, if you move Task B, Task A will not move.
Example: Moving Task A also moves the dependent Task B, as well as all other dependent tasks. However, moving Task B does not affect Task A's dates.
For backward-driven tasks, you can make the Start Date of Task A dependent on the Start Date and the Duration of Task B.
In this case, if you move Task B, Task A will update accordingly.
Example: Moving Task A does not reschedule Task B. Moving Task B also moves Task A.
Add Dependencies Through Task Details
You can also create task dependencies through Task Details.
- Open Task Details.
- Use the lookup Dependent On field to make a connection between two tasks.
- Add an Offset (number of days) to determine if it is a forward-driven connection or a backward-driven connection. Use positive numbers for forward-driven connections and negative numbers for backward-driven connections. If it is a forward-driven connection, the arrows will point down towards the next task. If it is a backward-driven connection, the arrows will point up towards the previous task.
- From Setup, navigate to Create | Objects.
- Select TaskRay Task.
- Scroll down to the Field Sets section and click Edit next to TaskRay Task Field Set.
- Move the Dependent On and the Offset fields into the In the Field Set container.
- Click Save.
You can remove dependencies if necessary. The simplest way to do this is in Plan View.
- In Plan View, click on the dependency arrow between tasks to select it.
- Press Delete on your keyboard.