Creating Preceding and Dependent Tasks

You can make project tasks depend on other project tasks.

To create a preceding or dependent task:

  1. Display the project taskClosed A unit of work or collection of work associated with a project. for which you want to add a preceding or dependent task.
  2. If you want to add a preceding task scroll to the Preceding Tasks related list. If you want to add a dependent task, scroll to the Dependent Tasks related list.
  3. Click New Project Task Dependency.
  4. Complete the fields described in Project Task Dependency Fields.
  5. Click Save.
Note:

You may need to re-apply dependency rules when project tasks that have a dependency relationship are created or edited using the standard Salesforce Project Task Detail page.

The parent project of the preceding or dependent tasks is marked Requires Dependency Sync after one or more of the following actions:

  • On the Project Task Detail page, editing task dates (Start Date or End Date) of a project task that has any dependency associated with it.
  • Creating a new or editing an existing task dependency relationship using the standard Salesforce interface. This includes Type and Lag fields.
  • Creating a project from a template containing predecessor and successor tasks.
  • Moving a predecessor task on the Schedule pane in Project Task Gantt.
  • Importing project tasks to PSA using an API-based integration.

When one of these actions occurs, the Resolve Dependencies button becomes available in Project Task Gantt, depending on the configuration options set by your administrator.