When you set constraints in a project plan, you essentially set time restrictions. Constraints put project phases within a specific time frame and can be set for milestones, activities and summary activities. Constraints on planning elements limit the flexibility of the project plan: the project planner or project manager cannot move planning elements along the timeline freely but need to plan within the timely constraints.
Before you set constraints, you should have established dependencies between your planning elements.
1. Open the Information window by double-clicking on a planning element in the Gantt chart or by right-clicking to open the context menu and then clicking on Edit.
2. Now you can edit all the details of the planning element.
3. In the Advanced tab, you can set the constraint of the planning element.
4. Select the type of constraint and then set the date and time.
In contrast to activities, milestones do not have a duration; nevertheless, you can constrain a milestone’s start or end date and/or time. This is done the same way as with activities.
You can set different kinds of constraints on planning activities.
NOTE Constraints on single planning elements influence the whole project plan. It may be that you are not able to move planning elements freely along the timeline, due to constraints set on planning elements. If this is the case, InLoox alerts you to possible constraint violations with the symbol “constraint violation” in the planning list next to those planning elements that are affected.
TIP For better overview, it is advisable to show the column Constraint Type and Constraint Date in the planning list.
You can remove or change constraints that have been set:
1. Open the Information window of the planning element again and navigate to the Advanced tab.
2. Click on the small x in the right-hand side of the Constraint Type field to remove the constraint.
3. Then save your changes.