- Microsoft® Office Project 2007 Inside Out
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- A Note Regarding Supplemental Files
- Your All-in-One Resource
- Acknowledgments
- About the CD
- Conventions and Features Used in This Book
- I. Project Fundamentals
- 1. Introducing Microsoft Office Project 2007
- 2. Understanding Projects and Project Management
- II. Developing the Project Plan
- 3. Starting a New Project
- Focusing the Project Vision
- Creating a New Project Plan
- Entering Tasks
- Sequencing and Organizing Tasks
- Organizing Tasks into an Outline
- Setting Up Your Work Breakdown Structure
- Adding Supplementary Information to Tasks
- 4. Viewing Project Information
- 5. Scheduling Tasks
- 6. Setting Up Resources in the Project
- Understanding the Impact of Resources in the Project Plan
- Adding Resources to the Project
- Removing a Resource from the Project
- Identifying Tentative, Generic, or Budget Resources
- Setting When Resources Are Available for Work
- Adding Detailed Resource Information
- 7. Assigning Resources to Tasks
- 8. Planning Resource and Task Costs
- 9. Checking and Adjusting the Project Plan
- Working with the Critical Path and Critical Tasks
- Bringing in the Project Finish Date
- Reducing Project Costs
- Balancing Resource Workloads
- Changing Project Scope
- Reviewing the Impact of Changes
- Obtaining Buyoff on the Project Plan
- 3. Starting a New Project
- III. Tracking Progress
- 10. Setting a Baseline and Updating Progress
- 11. Responding to Changes in Your Project
- IV. Reporting and Analyzing Project Information
- 12. Reporting Project Information
- Establishing Your Communications Plan
- Using Views to Report Project Information
- Generating Text and Visual Reports
- Running Reports for Your Requirements
- Summarizing with Overview Reports
- Focusing on Tasks with Schedule Progress Reports
- Using the Unstarted Tasks Report
- Using the Tasks Starting Soon Report
- Using the Tasks In Progress Report
- Using the Completed Tasks Report
- Using the Should Have Started Tasks Report
- Using the Slipping Tasks Report
- Using the Baseline Report in Visio
- Using the Baseline Work Report in Excel
- Using the Task Status Report in Visio
- Using the Budget Work Report in Excel
- Analyzing Budget Status with Cost Reports
- Using the Cash Flow Report
- Using the Cash Flow Report in Excel
- Using the Cash Flow Report in Visio
- Using the Baseline Cost Report in Excel
- Using the Budget Report
- Using the Budget Cost Report in Excel
- Using the Resource Cost Summary Report in Excel
- Using the Overbudget Tasks Report
- Using the Overbudget Resources Report
- Using the Earned Value Report
- Using the Earned Value Over Time Report in Excel
- Evaluating Resource Allocation with Assignment Reports
- Using the Who Does What Report
- Using the Who Does What When Report
- Using the To-Do List
- Using the Overallocated Resources Report
- Using the Resource Availability Report in Visio
- Using the Resource Work Availability Report in Excel
- Using the Task Usage Report
- Using the Resource Usage Report
- Using the Resource Work Summary Report in Excel
- Using the Resource Remaining Work Report in Excel
- Using the Resource Status Report in Visio
- Revising a Built-In Report
- Building a Custom Report
- Saving Project Data Fields
- 13. Analyzing Progress Using Earned Value
- 12. Reporting Project Information
- V. Managing Multiple Projects
- 14. Managing Master Projects and Resource Pools
- 15. Exchanging Information Between Project Plans
- VI. Integrating Microsoft Project with Other Programs
- 16. Exchanging Information with Other Applications
- 17. Integrating Microsoft Project with Microsoft Excel
- Copying Between Microsoft Project and Excel
- Embedding Between Microsoft Project and Excel
- Linking Between Microsoft Project and Excel
- Importing and Exporting with Excel
- Producing a Visual Report of Project Data in Excel
- 18. Integrating Microsoft Project with Microsoft Outlook
- 19. Integrating Microsoft Project with Microsoft Visio
- VII. Managing Projects Across Your Enterprise
- 20. Understanding Enterprise Project Management
- 21. Administering Your Enterprise Project Management Solution
- Logging On and Off
- Managing Users and Permissions
- Administering the Enterprise Resource Pool
- Establishing the Enterprise Portfolio
- Standardizing Enterprise Project Elements
- Setting Up Team Member Work Pages
- Managing Pages, Views, and Reports
- Managing and Maintaining the Server
- 22. Managing Enterprise Projects and Resources
- Connecting to Your Project Server
- Working with Enterprise Projects
- Building Your Enterprise Project Team
- Finding Resources to Meet Your Needs
- Adding Enterprise Resources by Name
- Identifying Resource Attributes Using Custom Enterprise Fields
- Using Generic Resources as Placeholders
- Adding a Team Assignment Pool to Your Project Resource List
- Finding Enterprise Resources That Meet Specific Criteria
- Replacing an Existing Project Resource with an Enterprise Resource
- Matching an Existing Project Resource
- Matching and Replacing Generic Resources
- Proposing Tentative Resources
- Assigning Tasks to Enterprise Resources
- Finding Resources to Meet Your Needs
- Collaborating with Your Project Team
- Creating Proposals and Activity Plans
- 23. Participating on a Team Using Project Web Access
- Getting Started with Project Web Access
- Working on Your Assignments and Updates
- Submitting Text-Based Status Reports
- Logging Time Using Timesheets
- Setting Up E-Mail, Reminders, and Calendars
- Managing Resources in Project Web Access
- 24. Making Executive Decisions Using Project Web Access
- Getting Started with Project Web Access
- Viewing Project Portfolio Information
- Working with the Project Portfolio
- Working with Resource Information
- Analyzing and Reporting on Project Information
- Setting Your Alerts and Reminders
- VIII. Customizing and Managing Project Files
- 25. Customizing Your View of Project Information
- Customizing Views
- Customizing Tables
- Customizing Fields
- Working with Outline Codes
- Customizing Groups
- Customizing Filters
- Sharing Customized Elements Among Projects
- 26. Customizing the Microsoft Project Interface
- 27. Automating Your Work with Macros
- 28. Standardizing Projects Using Templates
- 29. Managing Project Files
- 25. Customizing Your View of Project Information
- A. Installing Microsoft Office Project 2007
- B. Online Resources for Microsoft Project
- C. Keyboard Shortcuts
- D. Index to Troubleshooting Topics
- E. About the Authors
- Index
- About the Author
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Menus are simply toolbars with a different presentation style. Menus can contain commands or other menus, just like toolbars, but menus can also display a description of the commands or submenus.
Note
Toolbars and menus belong to the entire Microsoft Project application, not just to a particular project, which is why Microsoft Project stores them in the global template by default. When you modify a toolbar or menu, the modified version is available no matter which project you open.
To share a customized toolbar with others, copy it from the global template to a project file and then send the project file to your colleagues. They can use the Organizer to copy the toolbar to their global templates.
You can add, remove, or rearrange commands and submenus on a menu. As you do for toolbars, you can also specify whether the menu displays buttons or text, and you can change the appearance of buttons.
To add a menu to another menu, follow these steps:
Click Tools, Customize, Toolbars.
The Customize dialog box appears.
Click the Commands tab. Scroll to the bottom of the Categories list and click New Menu.
New Menu is the only command in the New Menu category.
Drag the New Menu command to the location on a menu where you want to insert it (see Figure 26-6).
Create Keyboard Shortcuts
Keyboard shortcuts are a fast way to choose commands without switching between the keyboard and the mouse. You can assign a keyboard shortcut to any command on a menu. With the Customize dialog box open, right-click the menu or command for which you want to define a keyboard shortcut. In the Name box on the shortcut menu, type an ampersand (&) before the letter you want to use as the shortcut.
Take care to use a different letter for each keyboard shortcut on a menu. If you choose a letter that is already in use by another menu entry, you might have to press the letter more than once to select the command you want.
To choose a command by using a keyboard shortcut, click a menu to display its commands. Press the shortcut letter for the command you want to select.
To add a command to an existing menu, follow these steps:
Click the Commands tab in the Customize dialog box.
Click the category of the command you want to add to the menu.
Drag the command from the command list to its new location on the menu.
Note
When you drag any command from the Customize dialog box to a menu bar, an I-beam pointer appears. Drag the command until the I-beam is where you want to place the command or menu and then release the mouse button. If you want to insert a command in a menu, drag the command and point to the menu in which you want to insert it. When the commands for that menu appear, drag the mouse pointer to the new location and release the mouse button.
To remove a command from a menu, do the following:
Click Tools, Customize, Toolbars.
The Customize dialog box appears.
Right-click the command you want to remove from the menu bar and then click Delete. If you want to remove a command from a pull-down menu underneath the menu bar, navigate to the command you want to remove, right-click it, and then click Delete.
Note
You can rearrange the commands on a menu and modify their properties in the same way that you customize buttons on a toolbar. With the Customize dialog box displayed, drag a command or menu to its new location.
To modify the properties of a command or menu, right-click it and then click the command you want on the shortcut menu, as described in the section titled Changing the Properties of a Toolbar earlier in this chapter.
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