Account for task deliverables

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  • Updated 2 weeks ago
Greetings!

  How do record and account (track, list) for tasks' deliverables in MindManager?
  I want to show for a client relationship between tasks and deliverables within the project.

Thank you.

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Andrey Kazak

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Posted 2 weeks ago

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Nick Duffill, Champion

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Hello Andrey

The usual and easiest way to do this is to use a Work Breakdown Structure. In WBS, deliverables have tasks, rather than tasks having deliverables. It is common for multiple tasks to be involved in completing a project deliverable. One of the "tasks" of a deliverable can be a milestone, showing the completion of the deliverable.

If you don't use WBS, then you could still create a milestone task to mark the completion of a deliverable.
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Andrey Kazak

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Start watching the recording @ https://www.mindmanager.com/en/resources/webinars/creating-work-breakdown-structure-mindmanager/

Can you share a good WBS example, please?
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Alex Gooding, Champion

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Can you provide a bit more information about what you're trying to do?
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Andrey Kazak

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I want to show my client a clear link between tasks and deliverables they get upon completion of the tasks.
Currently, I have a set of tasks and resources linked with relationships by dates. However, deliverables are still not there and I am not sure where to put them...
(Edited)
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Nick Duffill, Champion

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Here is a WBS in MindManager, using Org Chart layout. The tasks are at the bottom of the diagram and can be connected up as a project plan.

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Detlef Huß

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You may do it via formulas. At the aggregating deliverables insert "[Tasks]=COUNT(Children.Progress)". This counts all direct branches with any status, thus indicating the branch as a task, thus segregating from branches with any other meaning.

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Andrey Kazak

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Thank you for the suggestion.
Let try implementing this.
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Nick Duffill, Champion

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Another option would be to enable Task Rollup on the Deliverables. But Detlef's solution with formulas is cleaner, because Task Rollup will convert Deliverables into tasks themselves, which you may not want.
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Detlef Huß

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In the example of Nick you would replace Children by Descendants.