hierarchical relationships

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    • #2888
      Project_LibreProject_Libre
      Keymaster

      This was posted by a user…. there was no detail so here is a background>
      In ProjectLibre, **hierarchical relationships**—created by indenting and outdenting tasks—form the backbone of your project’s **Work Breakdown Structure (WBS)**. By organizing tasks into parent-child groupings, you gain clarity on phases, improve roll-up reporting, and keep complex projects manageable.

      ## 1. Building Your Hierarchy with Indents

      – **Indent a Task**
      Select one or more tasks and click ** ▶ Indent Task** (or press Tab).
      – **Outdent a Task**
      Select and click ** ◀ Outdent Task** (or press Shift + Tab).

      Each indent makes the task a **child** of the task immediately above it—turning that above task into a **Summary Task**.

      ## 2. Summary Tasks & Roll-Up Data

      – **Summary Task**
      Automatically created when you nest tasks beneath it. It displays:
      – Start and finish based on earliest/ latest dates of its children
      – Total duration summing up children’s durations
      – Percent complete rolled up from child tasks

      – **Collapsing / Expanding**
      Click the **“–”** or **“+”** icon next to a Summary Task to hide or show its child tasks. This lets you focus on high-level milestones or drill down into details whenever you need.

      ## 3. Unlimited Levels of Structure

      There’s no hard limit to how many layers you can nest—use as many levels as your project requires:

      `
      Phase 1 (Summary)
      ├─ Task 1.1
      │ ├─ Task 1.1.1
      │ └─ Task 1.1.2
      ├─ Task 1.2
      └─ Task 1.3
      Phase 2 (Summary)

      `

      Each level of indent deepens your WBS, gives you more granularity, and ensures that even large, multi-phase plans remain organized.

      ## 4. Best Practices

      1. **Define Phases as Top-Level Summaries**
      Use your highest-level Summary Tasks to represent project phases or major deliverables.

      2. **Limit Depth to What You Need**
      Deep hierarchies can become hard to read—aim for 3–5 levels unless absolutely necessary.

      3. **Name Summaries Clearly**
      Give each Summary Task a descriptive name (e.g., “Design Phase,” “Testing & QA”) so your roll-up view is instantly understandable.

      4. **Use WBS Codes (Optional)**
      Enable WBS codes in **Project → WBS Code Mask** to automatically number tasks (1, 1.1, 1.1.1, etc.) and mirror your indent structure.

      ## 5. Why Hierarchy Matters

      – **Clarity**: Quickly see which tasks belong together.
      – **Reporting**: Summary Tasks give you top-level metrics without manual calculations.
      – **Navigation**: Collapse large sections to focus on what’s relevant.
      – **Scalability**: Organize projects of any size—from a handful of tasks to hundreds.

      By mastering indents, Summary Tasks, and WBS codes, you’ll unlock ProjectLibre’s full potential—turning a flat task list into a powerful, structured blueprint for project success.

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