Advice for the Project Management Professional (PMP)

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Appendix A
To create the summary tasks:
1. Select lower level or subtasks. Highlight Tasks 2 through 4 by clicking the cell
for Task 2 and dragging the mouse through the cells to Task 4.
2. Indent subtasks. Click the Indent button on the Formatting toolbar so your
screen resembles Figure A-21. After the subtasks (Tasks 2 through 4) are
indented, notice that Task 1 automatically becomes boldface, which indicates
that it is a summary task. A collapse symbol appears to the left of the new
summary task name. Clicking the collapse symbol will collapse the summary
task and hide the subtasks beneath it. When subtasks are hidden, an
expand symbol appears to the left of the summary task name. Clicking the
expand symbol will expand the summary task. Also, notice that the symbol for
the summary task on the Gantt chart has changed from a blue to a black line
with arrows indicating the start and end dates.
Expand or collapse symbols by
summary tasks Indent Summary task symbol
FIGURE A-21 Indenting Tasks to Create the WBS Hierarchy
3. Create other summary tasks and subtasks. Create subtasks and summary
tasks for Tasks 5, 9, 14, and 17 by following the same steps. Indent Tasks 6
through 8 to make Task 5 a summary task. Indent Tasks 10 through 13 to make
Task 9 a summary task. Indent Tasks 15 through 16 to make Task 14 a summary
task. Indent Tasks 18 through 20 to make Task 17 a summary task.
Widen the Task Name column to see all of your text, as needed.
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