Task dependency refers to the logical relationship between tasks (or activities) in a project.
This article will walk you through how to create dependencies between tasks by using Predecessors.
Predecessor refers to a task (or activity) that must begin or end before a successor (dependent) task can proceed. In Inspire Planner, you create task relationships by populating predecessors. When you populate the task predecessor(s), it automatically then populates the successor(s).
A successor is a task (or activity) that follows another activity - not in the chronological sense but according to their dependency on each other.
The first step would be for you to create your project plan which includes project tasks, milestones, and duration. Once you have an outline, you can start defining predecessors.
Inspire Planner supports the four (4) common types of dependencies:
Finish-to-Start predecessors are the most commonly used type of dependency. With a Finish-to-Start dependency, this means that the finish date/time of Task A determines when Task B can start. Task B can only start once Task A is complete. The image below shows an example of a Finish-to-Start type of predecessor. If we reschedule Task A or adjust its duration wherein the finish date/time changes, it will automatically reschedule Task B to start immediately following the finish date for Task A.
With a Start-to-Start dependency, this means that the start date/time of Task A determines when Task B can begin. Task B can only start if Task A has been initiated. The image below shows an example of a Start-to-Start type of predecessor. If we reschedule Task A or adjust its duration wherein the start date/time changes, it will automatically reschedule Task B to the same start date/time as Task A.
With a Finish-to-Finish dependency, this means that the finish date/time for Task A determines when Task B can finish. Task B can only finish if Task A is finished. The image below shows an example of a Finish-to-Finish type of predecessor. If we reschedule Task A or adjust its duration wherein the finish date/time changes, it will automatically reschedule Task B to the same finish date/time as Task A.
Start-to-Finish relationships are the least commonly used in project planning. With a Start-to-Finish dependency, this means that the start date/time for Task B determines when Task A can finish. Task A can only finish with Task B being initiated. The image below shows an example of a Start-to-Finish type of predecessor. The image below shows an example of a Start-to-Finish type of predecessor. If we reschedule Task B or adjust its duration wherein the start date/time changes, it will automatically reschedule Task A to a finish date/time immediately before the start date/time for Task B.
Now that you understand the different types of predecessor relationships, you are ready to define the dependencies that exist between your project tasks.
Task relationships can be defined either by:
You can define dependencies between tasks using the 'Predecessors' column for each of your project tasks. This can be done by either:
This is done simply by entering the row number of the predecessor task, followed by the predecessor type.
This is done by double-clicking on the predecessor cell and clicking on the drop-down arrow.
Another way to create predecessor relationships is via the Task dialogue.
Predecessors can also be defined within the Gantt Chart by drawing a line between tasks. For more information on how, see Managing Predecessors in the Gantt Chart.
When you create a Project Task in Inspire Planner, it defaults the task duration to "1 Day" with the start time and end time defined in your project settings. If the start of the working day defined in project settings is set to 9:00 AM and the end of the working day is set to 5:00 PM, then a 1 day task is going to have a start and finish date that falls on the same day with a start time of 9:00 AM and an end time of 5:00 PM.
Suppose you have two tasks - "Task A" and "Task B"- with a Finish-to-Start relationship. This means that "Task B" is dependent on when "Task A" finishes. You will notice in the example below that since Task A has a duration of 1 Day, the Start and Finish Dates fall on the same day and since Task B follows Task A, you will notice that Task B starts on the following working day.
If you were to set the duration of "Task A" so that it is less than 1 day, let's say 2 hours, then the Inspire Planner scheduling engine will set the start time as 9:00 AM and the end time at 11:00 AM. Now since "Task B" follows "Task A" (per the Finish-to-Start relationship you defined), then the Inspire Planner scheduling engine will set the Start Date for "Task B" to the same day as "Task A" with a start time of 11:00 AM. Since "Task B" has a duration of 1 day, it will then calculate the end date and time for "Task B" from 11:00 AM to the following working day. Therefore, you will notice that although Task B has a duration of 1 day, the Start and Finish Dates span 2 days.
This has a cascading effect on the rest of the tasks within your project depending on the predecessor relationships defined. Unless you need to track tasks at a very granular level where you need to specifically track start and end times within a day, we recommend keeping duration unit in days at the minimum and using Planned Effort to specify the estimated effort involved in completing the task.
There may be instances where you have a pre-defined end date for a Project and need to work backwards to determine when to start the Project. For example, you might be planning for an event and the event date is already determined. All the activities leading to the event are calculated backwards from the event date. Therefore, the event date is what determines the project schedule.
To accomplish this, you will need to create start-to-finish dependencies between your tasks.
In the example below, let's imagine we are planning a simple Spring Gala, and we have already decided on a date for our event ("Event Date"). All the activities we need to complete for the event have to happen before this event date. The event date is what determines when we need to do the prior activities.
Create start-to-finish dependencies from the "Event Date". In the example below, the "Event Date" is the task on row 27. This is our hard date. Starting with the task on row 26, populate a start-to-finish predecessor with the task in row 27. Remember that you can populate the predecessor value, use the predecessor picker, create predecessors in the task dialogue or link the task bars in the Gantt chart.
You'll notice that the task in row 26 which is "Finalize guest list" moves backward.
Repeat this process all the way to the first task within your Project. You will notice that the dates of the Tasks automatically adjust backwards based on the date of the last task in the Project.
Please Note: The Ready-to-Start Indicator for Tasks is set to "True" based on the status of the Predecessor since the Predecessor Task is the controlling task. This means that the Predecessor Task determines when the Successor Task should start or finish. With Start-to-Finish dependencies, you are working backwards from a defined end date which means that this will have an impact on when Ready-to-Start is set to "True". If all the tasks in your project are linked with start-to-finish dependencies from the last task in the project, then this means that the last task is the controlling task.
There may be instances where you may need to schedule a task to start later or earlier than it's predecessor's start or finish date. Inspire Planner supports adding lag or lead time between Tasks. Lag time is defined as the amount of time whereby a successor task is required to be delayed with respect to its predecessor. Lead time is defined as the amount of time whereby a successor task can be advanced or started ahead with respect to its predecessor.
To add Lag Time, you simply append a plus sign (+) and the lag in days to the Predecessor. For example, if you have a Finish-to-Start dependency between Task A (Row 3) and Task B (Row 4), then you would define the value for Predecessor in Task B as "3". If you need to delay Task B by 3 days, then you will enter the value in Predecessor as "3+3" where "3" is the row number of its Predecessor followed by "+3" to denote that Task B is to start 3 days later in relation to its predecessor.
To add Lead Time, you would append a minus (-) and the lead in days to the Predecessor.
Please Note:
Although Task Duration can be in hours, days, weeks, months, or years, Lag and Lead time can only be entered in "Days". When your duration unit is not "Days", you will need to add "d" after the number. For example, if you have a task with a duration of 2 weeks, and you want to add a lag of 5 days, you will need to enter the lag as "+5d".
For first-time project planners, please see Getting Started with Inspire Planner,or log a Help Ticket and someone from our Inspire Support Team will get back to you.