Goal: Show the project's organization

Applies to
Microsoft Office Project 2003
Microsoft Office Project Server 2003
Microsoft Project 2000 and 2002

Whether your project consists of 100 or 1,000 tasks, you probably want a way to divide those tasks into manageable chunks. Organizing your tasks into an outline helps you and others to quickly decipher the picture of your project. The outline also helps you think of your tasks in their related areas, whether they're related by time, phase (phase: A group of related tasks that completes a major step in a project.), milestone (milestone: A reference point marking a major event in a project and used to monitor the project's progress. Any task with zero duration is automatically displayed as a milestone; you can also mark any other task of any duration as a milestone.), deliverable (deliverable: A tangible and measurable result, outcome, or item that must be produced to complete a project or part of a project. Typically, the project team and project stakeholders agree on project deliverables before the project begins.), or category. You can have as many outline levels as you need.

 Tip   This article is part of a series of articles that describe a broad set of project management activities. We call these activities "goals" because they are organized around the project management life cycle: Build a plan, track and manage a project, and close a project. The project life cycle is outlined in The Project Map, where you can find a link to an article about each project management goal. Most of the articles include links to supporting information or procedures that you perform in Project or Project Server. These "goal" articles were designed to help you not only use Project but also better understand project management.

Previous goal   Next goal

See all goals on the Project Map

A speedboat travels under an overpass

number 1  Develop strategies for organizing your tasks     There's no one "right way" to organize your tasks. Depending on your working style and that of your team, you can create your task outline by using a few different methods.

ShowMore . . .

Number 2  Copy or move a task     To rearrange the order of tasks in the task list, you can copy or move a task.

Number 3  Structure the task list      You can use outlining to organize the tasks into a hierarchy of summary tasks and subtasks that reflects the structure of phases, subphases, and individual tasks in your project.

Number 4  Change the view of phases and subtasks     Project provides several ways to display your project's existing structure.

Click all of the following that apply:

Number 5  Use work breakdown structure codes     If you want to show WBS (WBS: A hierarchical structure that is used to organize tasks for reporting schedules and tracking costs. With Project, you can represent the work breakdown structure by using task IDs or by assigning your own WBS code to each task.) codes, you can use the existing structure in your project or create a custom WBS code mask to specify the structure of WBS codes when creating tasks.

Click all of the following that apply:

Number 6  Use outline codes     You can define a different structure for your tasks, such as accounting codes or an organizational breakdown structure, in addition to the existing structure of your task list.

Click all of the following that apply:

Click in the following order:

  1. Create an outline code to specify the structure of custom outline codes for tasks or resources. You can also create a lookup table to define entries that users can choose from when they are assigning an outline code.
  2. Assign outline codes to tasks or resources to add another organizational structure by defining outline codes for specific tasks or resources.

Number 7  Add supporting information about a task     You can add a note, attach a document, or create a hyperlink to clarify the organization of your project.

Click all of the following that apply: