Scheduling Tasks in Microsoft Project as Manual or Auto Scheduled

by Avantix Learning Team | Updated September 24, 2017

Applies to: Microsoft® Project® 2010, 2013 and 2016 (Standard and Professional)

Starting with Microsoft Project 2010, you have the option of scheduling tasks using manual or auto scheduling. Prior to 2010, Microsoft Project used auto scheduling which takes advantage of Project’s scheduling engine to schedule tasks. This process is called dynamic scheduling.

Recommended article: How to Create a Timeline in Microsoft Project

Overview of manual scheduling

Microsoft Project 2010 and later versions are set with manual scheduling as the default. You’ll notice a status pop-up on the bottom left of the screen when you open or create a new a project indicating the scheduling method that is being used for new tasks.

In the Task Mode column (which should be displayed by default in the Entry table), a pushpin icon appears for manually scheduled tasks:

Micrososft Project manually scheduled tasks in task list.

If you use manual scheduling, keep in mind that you are not taking advantage of the scheduling engine in Project. Manual scheduling can be useful in the early stages of a project when high-level target dates have been set but the detailed tasks and timing have not. Tasks should be changed to autoscheduled as the plan starts to take shape. For experienced Microsoft Project users, manual scheduling seems a lot like entering project tasks in Excel.

Working in manual scheduling mode

Tasks entered in manual scheduling mode:

  • Can have no duration
  • Can have no start date
  • Can have no end date
  • Can include text values instead of durations or dates

Durations and dates can be entered as text like “First Quarter” or “3-4 weeks”. With manual scheduling, summary tasks do not roll up to calculate dates and durations based on subtasks. If subtasks are manually scheduled and linked, the start and finish dates are not calculated unless you enforce the links using the Respect Links button.

Notably, manually scheduled tasks are not affected by constraints.

Switch tasks from manual to auto scheduled

When you switch tasks to auto scheduled, Microsoft Project uses its scheduling engine to schedule tasks based on duration, dependencies, calendars, constraints and resources assigned in the project.

To switch a task from manual to auto scheduled using the Ribbon:

  1. Click in a task or select multiple tasks.
  2. Click on the Task tab in the Ribbon.
  3. Click on Auto Schedule in the Tasks group.

Microsoft Project tasks tab in the Ribbon.

To switch a task from manual to auto scheduled by right-clicking:

  1. Click in a task or select multiple tasks.
  2. Right-click on any of the selected tasks.
  3. Select Auto Schedule from the menu.

Context menu that appears when you right-click in a task in Microsoft Project.

To use keyboard shortcuts to set the scheduling method:

  1. Click in a task or select multiple tasks.
  2. Press Control + Shift + M to set to manually schedule or Control + Shift + A to set to auto schedule.

A task that is changed from manual to auto scheduled will set duration and dates according to Project’s default settings. For example, Project will change a manually scheduled task with a duration of “Approx two weeks” to the default of “1 day?” A task with a manually entered start date of “Beginning of the month” will have the start changed to the project start date when it is changed to an automatically scheduled task.

A task that is changed from automatically to manually scheduled will initially keep its duration and dates. However, after the task is set to manually scheduled, the duration and dates can be changed to a number, text or date.

Set auto scheduled as the default mode in the current project

To set auto scheduled as the default mode in the current project for new tasks:

  1. Click on the scheduling menu on the bottom left of the screen in the status bar.
  2. Select Auto Scheduled – Task dates are calculated by Microsoft Project.

Scheduling menu that appears in the Status Bar in Microsoft Project.

Although manual scheduling is now an option in Microsoft Project, tasks should be changed to auto scheduled as the project moves into the later stages.

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How to Create a Timeline in Microsoft Project

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