Quick Reference
Getting Started with Project
To Start Project Standard, Starting Project Standard
On the Windows taskbar, click the Start button.
On the Start menu, point to All Programs, click Microsoft Office, and then click Microsoft Office Project 2007.
To start Project Professional and work offline, Starting Project Professional
On the Windows taskbar, click the Start button.
On the Start menu, point to All Programs, click Microsoft Office, and then click Microsoft Office Project 2007.
If the Project Server Security Login dialog box appears, click Cancel.
In the Login dialog box, in the Profile box, select Computer, and then click Work Offline.
To create a project plan from a template, ???
On the File menu, click New.
In the New Project task pane, under Template, click On computer.
In the Templates dialog box, click the Project Templates tab.
Click the template you want, and then click OK.
To switch to a different view, The Project Guide: Well Worth a Look
On the View menu, click the name of the view you want.
If the view is not listed, click More Views. In the More Views dialog box, click the name of the view you want, and click Apply.
To view a report in the Print Preview window, Tip
On the Report menu, click Reports.
Click a report category, or to see all reports, click Custom, and then click Select.
Select the report you want, and then click Select or Preview.
To create a visual report, Tip
On the Report menu, click Visual Reports.
Click a visual report tab, and then click the visual report you want.
Click View.
To create a new project plan and set its start date, Creating a New Project Plan
On the File menu, click New.
In the New Project task pane, click Blank Project.
On the Project menu, click Project Information.
In the Start Date box, type or select the project start date you want.
Click OK.
To set nonworking time, Setting Nonworking Days
On the Tools menu, click Change Working Time.
In the For Calendar box, select the base calendar you want to edit (normally Standard).
In the Name field on the Exceptions tab, enter a descriptive name for the nonworking time, such as Holiday.
In the Start and Finish fields, type or select the start and finish dates for the nonworking timespan.
Click OK.
To enter properties about a Project plan, Setting Nonworking Days
Creating a Task List
To enter task names, Important
To enter task durations, Tip
To enter a milestone, Entering a Milestone
To organize tasks into phases, Project Management Focus: Top-Down and Bottom-Up Planning
Select the names of tasks that you would like to become subtasks of a summary task.
On the Project menu, point to Outline, and then click Indent.
To link adjacent tasks, Linking Tasks
To link nonadjacent tasks, Linking Tasks
To enter a task note, Documenting Tasks
Select the name of a task.
On the Project menu, click Task Notes.
In the Notes box, type the note you want, and then click OK.
To enter a task hyperlink, Documenting Tasks
Select the name of a task.
On the Insert menu, click Hyperlink.
In the Text to display box, type the text you want to appear when you hover over the hyperlink.
In the Address box, type the destination hyperlink you want, and then click OK.
To check a project plan’s duration and other statistics, Checking the Plan’s Duration
On the Project menu, click Project Information.
In the Project Information dialog box, click Statistics.
To display the project’s entire duration in the Gantt Chart view, Tip
Setting Up Resources
To set up work (people and equipment) resources, Setting Up People Resources
On the View menu, click Resource Sheet (or another resource view).
In the Resource Name field, enter the resource’s name.
In the Type field, click Work.
In the Max. Units field, type or click the maximum capacity of this resource to accomplish any task.
Enter whatever other resource information would be useful to your project.
Repeat steps 2 through 5 for each resource.
To set up material resources, Tip
On the View menu, click Resource Sheet.
In the Resource Name field, enter the material resource’s name.
In the Type field, click Material.
In the Material Label field, enter the unit of measure you want to use for this resource. For example, you might measure cement in pounds or tons.
In the Std. Rate field, enter the cost per unit of measure for this material resource.
Enter whatever other resource information would be useful for our project.
Repeat steps 2 through 6 for each material resource.
To set up cost resources, Setting Up Material Resources
On the View menu, click Resource Sheet.
In the Resource Name field, enter the cost resource’s name.
In the Type field, click Cost.
To enter work (people and equipment) resource pay rates, Entering Resource Pay Rates
On the View menu, click Resource Sheet.
In the Std. Rate field, enter the resource’s pay rate per standard pay period (such as hourly, weekly, or monthly).
If the resource should accrue overtime pay, enter his or her overtime pay rate in the Ovt. Rate field.
If the resource accrues a per-use cost, enter that amount in the Cost/Use field.
In the Accrue At field, click the method by which the resource accrues cost.
Repeat steps 2 through 5 for each resource.
To make a one-time adjustment to an individual resource’s working time, Adjusting Working Time for Individual Resources
On the Tools menu, click Change Working Time.
In the For calendar box, click the name of the resource whose working time you want to change.
In the Name field on the Exceptions tab, enter a descriptive name for the nonworking time, such as Vacation.
In the Start and Finish fields, type or select the start and finish dates for the nonworking timespan.
Click OK.
To edit the regular work week for an individual resource, Adjusting Working Time for Individual Resources
On the Tools menu, click Change Working Time.
In the For calendar box, click the name of the resource whose working time you want to change.
Click the Work Weeks tab in the Change Working Time dialog box.
Click [Default] or enter a new name and period, and then click Details.
Select the working time options you want for the work week, and then click OK.
To document resources with resource notes, Documenting Resources
Assigning Resources to Tasks
To assign resources to tasks, Assigning Work Resources to Tasks
In a task view, such as the Gantt Chart view, on the Tools menu, click Assign Resources.
Click the name of the task to which you want to assign a resource.
In the Resource Name column of the Assign Resources dialog box, click a resource, and then click Assign.
To control how Project schedules the work on a task after assigning an additional resource, Assigning Additional Resources to a Task
Assign an additional resource to a task.
Click the Smart Tag Actions button, and choose the action you want.
To assign material resources to tasks, Project Management Focus: When Should Effort-Driven Scheduling Apply?
To assign cost resources to tasks, ???
Formatting and Printing Your Plan
To display the project summary task, ???
On the Tools menu, click Options.
In the Options dialog box, click the View tab.
Under the Outline options for label, select the Show project summary task check box, and then click OK.
To create a new view based on an existing view, Tip
On the View menu, click More Views.
In the More Views dialog box, click the view’s name, and then click Copy.
In the View Definition dialog box, enter a name for the new view.
Click OK.
To format Gantt bars with the Gantt Chart Wizard, Tip
To draw a text box on a Gantt chart, ???
On the View menu, point to Toolbars, and then click Drawing.
On the Drawing toolbar, click the Text Box button, and then drag a small box anywhere on the chart portion of a Gantt Chart view.
In the box you just drew, type the text you want.
To format a category of text in a view, Formatting Text in a View
On the Format menu, click Text Styles.
In the Item to Change list, click the type of text you want to format.
Select the font and other formatting options you want.
To format selected text in a view, Formatting Text in a View
Click the cell that contains the text you want to format.
On the Format menu, click Font.
Select the font and other formatting options you want.
To edit a report’s header or footer, Troubleshooting
On the Report menu, click Reports.
Click a report category, or to see all reports, click Custom, and then click Select.
Select the report you want, and then click Select or Preview.
On the Print Preview toolbar, click Page Setup.
In the Page Setup dialog box, click the Header or Footer tab, and select the options you want.
Tracking Progress on Tasks
To set current values in a schedule as a baseline, Saving a Project Baseline
To display the Variance table in the Task Sheet view, Saving a Project Baseline
On the View menu, click More Views to display the More Views dialog box.
In the Views box, click Task Sheet, and click Apply.
On the View menu, point to Table: Entry, and click Variance.
To record project progress as scheduled, Tracking a Project as Scheduled
On the Tools menu, point to Tracking, and click Update Project.
In the Update Project dialog box, make sure the Update work as complete through option is selected. In the adjacent date list, type or click the date you want, and click OK.
To record a task’s completion percentage, Entering a Task’s Completion Percentage
On the View menu, point to Toolbars, and then click Tracking.
Select the name of the task for which you want to record a percent complete.
Do one of the following:
To record a predefined percentage complete, click the 0%, 25%, 50%, 75%, or 100% Complete button.
To record some other percentage complete, click the Update Tasks button, and enter the value you want in the Percent Complete field.
To enter actual work values for tasks, Entering Actual Values for Tasks
To enter actual start and duration values for tasks, Tip
Click the task for which you want to enter actual values.
On the Tools menu, point to Tracking, and then click Update Tasks.
In the Start field in the Actual box on the left side of the Update Tasks dialog box, type or click the start date you want.
In the Actual dur field, type or click the duration value you want, and then click OK.
Fine-Tuning Task Details
To display what affects the scheduling of a task in the Task Drivers pane, Important
On the Project menu, click Task Drivers.
Click the task for which you want to display Task Drivers details.
To enter lead and lag time between predecessor and successor tasks, Adjusting Task Relationships
Click the successor task whose lead or lag time with a predecessor you want to change.
On the Project menu, click Task Information.
In the Task Information dialog box, click the Predecessors tab.
In the Lag field for a predecessor task, enter the value you want (enter a positive value for lag time or a negative value for lead time).
To change task relationships, Adjusting Task Relationships
Click the successor task whose predecessor relationship you want to change.
On the Project menu, click Task Information.
In the Task Information dialog box, click the Predecessors tab.
Click in the Type column for a predecessor task, and click the type of task relationship you want.
To apply a constraint to a task, Setting Task Constraints
Click the task to which you want to apply a constraint.
On the Project menu, click Task Information.
In the Constraint Type box, select the constraint type you want.
If you selected date-driven constraint, in the Constraint Date box, type or select the constraint date you want, and then click OK.
To view a project’s critical path, Viewing the Project’s Critical Path
On the View menu, click More Views.
In the More Views dialog box, click Detail Gantt, and then click Apply.
To interrupt work on a task, Interrupting Work on a Task
On the Standard toolbar, click the Split Task button.
Move the mouse pointer over the task’s Gantt bar where you want to start the split, click, and then drag to the right.
To create a new base calendar, Adjusting Working Time for Individual Tasks
On the Tools menu, click Change Working Time.
In the Change Working Time dialog box, click Create New Calendar.
In the Name box, type a name for the base calendar.
Click Create new base calendar, or click Make a copy of and then choose the base calendar on which you want to base the new calendar.
Click OK.
Select the Exceptions and Work Weeks details you want.
To apply a task calendar to a task, Adjusting Working Time for Individual Tasks
In the Gantt Chart view, click a task.
On the Project menu, click Task Information.
In the Task Information dialog box, click the Advanced tab.
In the Calendar box, choose the base calendar you want applied to this task.
If you want the task calendar to override resource calendar settings, click the Scheduling ignores resource calendars box.
To change a task type to fixed units, duration, or work, Changing Task Types
In a task view, such as the Gantt Chart view, click a task.
On the Project menu, click Task Information.
In the Task Information dialog box, click the Advanced tab.
In the Task Type box, click the task type you want.
To enter a deadline date on a task, Entering Deadline Dates
In a task view, such as the Gantt Chart view, select the name of the task for which you want to enter a deadline.
On the Project menu, click Task Information.
Click the Advanced tab.
In the Deadline box, type or select the deadline date you want, and then click OK.
To enter a fixed cost, Entering Fixed Costs
To create a recurring task, Setting Up a Recurring Task
Fine-Tuning Resource and Assignment Details
To create multiple pay rates for a resource, Important
Switch to a resource view, such as the Resource Sheet view.
Click the name of the resource for whom you want to create an additional pay rate.
On the Project menu, click Resource Information.
In the Resource Information dialog box, click the Costs tab.
Under Cost rate tables, the resource’s initial pay rate information appears on tab A. Click one of the other tabs, and then enter the rate information you want.
To apply a different cost rate table to a specific resource assignment, pick the one you want in the Cost Rate Tables field when you are in a usage view.
To create multiple pay rates that apply at different times, Setting Up Pay Rates to Apply at Different Times
Switch to a resource view, such as the Resource Sheet view.
Click the name of the resource for whom you want to create an additional pay rate.
On the Project menu, click Resource Information.
In the Resource Information dialog box, click the Costs tab.
Click the tab of the rate you want to edit.
In the second or later row of the Effective Date column, enter the date on which the new pay rate is to take effect.
In the Standard Rate column (and, if applicable, the Overtime Rate or Per Use Cost columns), enter either a dollar amount or a positive or negative percentage of the existing pay rate. If you enter a percentage value, Project will calculate the new pay rate amount.
To customize a resource’s availability over time, Setting Up Resource Availability to Apply at Different Times
Switch to a resource view, such as the Resource Sheet view.
Click the name of the resource whose availability you want to change.
On the Project menu, click Resource Information.
In the Resource Information dialog box, click the General tab.
In the Resource Availability grid, enter the date ranges and unit values you want.
To delay the start of an assignment, Delaying the Start of Assignments
On the View menu, click Task Usage or Resource Usage.
Click the assignment you want to delay.
On the Project menu, click Assignment Information.
In the Assignment Information dialog box, click the General tab.
In the Start box, type or click the date on which you want the selected resource to start work on the assignment, and then click OK.
To apply a work contour to an assignment, Applying Contours to Assignments
On the View menu, click Task Usage or Resource Usage.
Click the assignment for which you want to contour to an assignment.
On the Standard toolbar, click the Assignment Information button.
In the Assignment Information dialog box, click the General tab.
In the Work Contour box, click the contour you want, and then click OK.
To apply a different cost rate to an assignment, Applying Different Cost Rates to Assignments
On the View menu, click Task Usage or Resource Usage.
Click the assignment for which you want to apply a different cost rate table.
On the Standard toolbar, click the Assignment Information button.
In the Assignment Information dialog box, click the General tab.
In the Cost Rate Table box, type or click the rate table you want to apply to this assignment, and then click OK.
Fine-Tuning the Project Plan
To view resource overallocations, Important
To manually resolve resource overallocations by changing assignment units, Manually Resolving Resource Overallocations
On the View menu, click More Views, click Resource Allocation, and then click Apply.
In the Resource Name column, click the name of an assignment for the resource you want to work with.
On the Standard toolbar, click the Assignment Information button.
In the Assignment Information dialog box, click the General tab.
In the Units box, enter the unit value you want, and then click OK.
To level overallocated resources, Leveling Overallocated Resources
On the Tools menu, click Level Resources, and then choose the leveling options you want.
Click Level Now.
To examine project costs, Examining Project Costs
On the View menu, click More Views, click Task Sheet, and then click Apply.
On the Tools menu, click Options.
In the Options dialog box, click the View tab.
Under the Outline options for label, select the Show project summary task check box, and then click OK.
On the View menu, point to Table: Entry, and click Cost.
To check a project’s finish date, Checking the Project’s Finish Date
Organizing and Formatting Project Details
To sort data in a view, Sorting Project Details
Switch to the view or table you want to sort.
On the Project menu, point to Sort, and then click the field by which you want to sort the view. To specify a custom sort, click Sort By, and in the Sort dialog box, choose the options you want.
To group data in a view, Tip
Switch to the view or table you want to group.
On the Project menu, point to Group By: No Group, and then choose the criteria by which you want to group the view. To specify different grouping options, click Customize Group By, and then choose the options you want in the Customize Group By dialog box.
To turn AutoFilter on or off, Filtering Project Details
To filter data in a view, Filtering Project Details
Switch to the view you want to filter.
On the Project menu, point to Filtered For, and click More Filters.
In the More Filters dialog box, choose the filter you want, and then click Apply.
To create a custom filter, Filtering Project Details
On the Project menu, point to Filtered For: All Tasks (for task views) or All Resources (for resource views), and then click More Filters.
In the More Filters dialog box, click New.
In the Filter Definition dialog box, select the options you want.
To remove a filter, Tip
On the Project menu, point to Filtered For:<filter name>, and then click All Tasks (for task views) or All Resources (for resource views).
To create a custom table, Tip
On the View menu, point to Table: Entry, and then click More Tables.
Do one of the following:
To create a new table, click New.
To create a new table based on an exisiting table, select the task or resource table you want to use as a basis for a new custom table, and then click Copy.
In the Table Definition dialog box, select the options you want, and then click OK.
To create a custom view, Customizing Views
On the View menu, click More Views.
In the More Views dialog box, do one of the following:
To create a view, click New. Click Single View or Combination View in the Define New View dialog box, and then click OK.
To redefine a view, click the view’s name, and then click Edit.
To create a new view based on another view, click the view’s name, and then click Copy.
In the View Definition dialog box, choose the options you want, and then click OK.
Printing Project Information
To see the page setup options for views, Note
To see the page setup options for reports, Tip
On the View menu, click Reports.
In the Reports dialog box, click Custom, and then click Select.
In the Custom Reports dialog box, click a report, and then click Setup.
To preview a view before printing, Printing Views
To work in the Print Preview window, Printing Views
On the File menu, click Print Preview.
Do one of the following:
To navigate between pages of a multi-page print job, click a page navigation button.
To zoom out to see all pages of a print job, click Multiple Pages.
To change page setup options, such as header or legend text, click Page Setup, and choose the options you want.
To display the Print dialog box and set other options or to print what you see in the Print Preview window, click Print.
To exit the Print Preview window, click Close.
To print a predefined report, Printing Reports
On the View menu, click Reports.
In the Reports dialog box, click the category of report you want, and then click Select.
In the dialog box that appears next, click the specific report you want to print, and click Select.
In the Print Preview window, click Print.
To edit a predefined report, Printing Reports
On the View menu, click Reports.
In the Reports dialog box, click the category of report you want, and then click Select (or for custom reports, click Preview).
In the dialog box that appears next, click the specific report you want to edit, and then click Edit.
In the dialog box that appears next, choose the options you want.
Sharing Project Information with Other Programs
To copy text from a Project table to the Windows Clipboard, Important
Set up the table to display only the data you want to copy—for example, apply a filter or insert or hide columns.
Select the range of data you want to copy.
On the Edit menu, click Copy Cell, Copy Task, or Copy Resource.
To copy a snapshot of a view to the Windows Clipboard, Copying and Pasting with Project
Set up the view with the specific details you want such as tables, filters, or groups.
On the Report menu, click Copy Picture.
In the Copy Picture dialog box, click either For screen, to optimize the snapshot for online viewing, or For printer, to optimize it for printing.
Select whatever other options you want, and then click OK.
To open a file in a different format in Project, Opening Other File Formats in Project
On the File menu, click Open.
In the Files of type box, click the file format you want.
Locate and click the specific file you want to open, and then click Open.
If the file you selected is not in Project format, the Import Wizard appears. Follow the instructions that appear on your screen.
To save a Project file in a different format, Saving to Other File Formats from Project
On the File menu, click Save As.
In the Save As dialog box, click the location, and enter the file name you want.
In the Save as type box, click the format you want, and then click Save.
Follow the instructions that appear on your screen in the Export Wizard.
To create a new Project summary report for Word, PowerPoint, or Visio, Generating a Project Summary Report for Word, PowerPoint, or Visio
On the View menu, point to Toolbars, and click Analysis.
On the Analysis toolbar, click the Copy Picture to Office Wizard button, and then follow the instructions that appear on your screen.
To create a visual report with Excel or Visio, Important
On the Report menu, click Visual Reports.
Under Show report templates created in, select the application for which you want to generate a visual report.
Select the tab that corresponds to the type of data you want in the visual report.
Select the visual report you want, and then click View.
In Excel or Visio, adjust the PivotTable (if Excel) or PivotDiagram (Visio) as needed.
Tracking Progress on Tasks and Assignments
To update a baseline, Updating a Baseline
On the Tools menu, point to Tracking, and then click Set Baseline.
In the Set Baseline dialog box, select the baseline you want to update.
Under For, click either Entire project or Selected tasks.
To enter task-level or assignment-level actual work values, Tracking Actual and Remaining Values for Tasks and Assignments
On the View menu, click Task Usage.
On the View menu, point to Table: Usage, and then click Work.
Enter the actual work values you want for a task or assignment in the Actual column.
To enter daily (or other time period’s) actual work values per task or assignment, ???
On the View menu, click Task Usage.
Scroll the timescale to the time period for which you want to record actual work.
On the Format menu, point to Details, and click Actual Work.
In the timescale grid, enter the task or assignment value you want in the Act. Work field.
To reschedule uncompleted work, Tip
Viewing and Reporting Project Status
To identify tasks that have slipped in a view, Note
To filter for tasks that have slipped, Tip
On the Project menu, point to Filtered For: All Tasks, and then click More Filters.
In the More Filters dialog box, click Slipping Tasks, and then click Apply.
To see schedule variance, Tip
On the View menu, click More Views.
In the More Views dialog box, click Task Sheet, and then click Apply.
On the View menu, point to Table: Entry, and then click Variance.
To see task costs in a view, Examining Task Costs
On the View menu, click More Views.
In the More Views dialog box, click Task Sheet, and then click Apply.
On the View menu, point to Table: Entry, and click Cost.
To filter for tasks that are overbudget, Tip
On the Project menu, point to Filtered For: All Tasks, and then click More Filters.
In the More Filters dialog box, click Cost Overbudget, and then click Apply.
To see resource costs in a view, Examining Resource Costs
On the View menu, click Resource Sheet.
On the View menu, point to Table: Entry, and then click Cost.
To view and sort resources by cost, Examining Resource Costs
On the View menu, click Resource Sheet.
On the View menu, point to Table: Entry, and click Cost.
On the Project menu, point to Sort, and click Sort By.
In the Sort dialog box, in the Sort By box, click Cost.
Make sure the Permanently renumber resources check box is cleared, and then click Sort.
To view and sort resources by cost variance, Examining Resource Costs
On the View menu, click Resource Sheet.
On the View menu, point to Table: Entry, and click Cost.
On the Project menu, point to Sort, and click Sort By.
In the Sort dialog box, in the Sort By box, click Cost Variance.
Make sure the Permanently renumber resources check box is cleared, and then click Sort.
To customize fields for a custom view, Reporting Project Cost Variance with a Stoplight View
Getting Your Project Back on Track
To edit resource assignments’ work values, Troubleshooting Cost and Resource Problems
To replace one resource with another, Troubleshooting Cost and Resource Problems
On the View menu, click Task Usage.
In the Task Name column, select the task for which you want to replace the resource.
On the Standard toolbar, click the Assign Resources button.
In the Assign Resources dialog box, in the Resource Name column, click the name of the resource you want to replace, and then click Replace.
In the Replace Resource dialog box, click the name of the replacement resource, and click OK.
To filter for critical tasks, Troubleshooting Scope-of-Work Problems
To enter overtime work values in the Task Form, Troubleshooting Scope-of-Work Problems
On the View menu, click Gantt Chart.
In the Task Name column, select the task you want.
On the Window menu, click Split.
Click anywhere in the Task Form. On the Format menu, point to Details, and then click Resource Work.
In the Ovt. Work column for the resource to which you want to assign overtime work, enter the number of hours of overtime work you want and then click OK.
Applying Advanced Formatting
To format bar styles in a Gantt Chart view, Tip
To display horizontal gridlines on the chart portion of a Gantt chart view, Formatting a Gantt Chart View
On the Format menu, click Gridlines.
In the Line to change box, make sure that Gantt Rows is selected, and then in the Type box, click the type of line you want.
To format box styles in the Network Diagram view, Formatting the Network Diagram View
On the View menu, click Network Diagram.
On the Format menu, click Box Styles.
In the Box Styles dialog box, select the options you want.
To format bars in the Calendar view, Formatting the Calendar View
Customizing Project
To copy a custom element (such as a view or table) from one project plan to another through the Organizer, Sharing Custom Views and Other Elements Between Project Plans
First open the project plan that contains the custom element (such as a custom table), and then open the project plan to which you want to copy the custom element.
On the Tools menu, click Organizer.
Click the tab name that corresponds to the type of custom element you want to copy.
In the <Custom Elements> available in drop-down list on the left side of the Organizer dialog box, click the name of the project plan that contains the custom element.
Click Copy.
To record a macro, Recording Macros
On the Tools menu, point to Macro, and then click Record New Macro.
In the Macro name box, enter a name for the macro (no spaces allowed).
In the Store macro in box, click This Project to store the macro in the active project plan or Global File to store it in the global template.
Click OK.
Perform the actions you want recorded in the macro.
On the Tools menu, point to Macro, and then click Stop Recorder.
To run a macro, Recording Macros
On the Tools menu, point to Macro, and then click Macros.
In the Macro name box, click the name of the macro you want to run, and then click Run.
To edit a macro in the Visual Basic Editor, Editing Macros
On the Tools menu, point to Macro, and then click Macros.
In the Macro name box, click the name of the macro you want to edit, and then click Edit.
In the Visual Basic Editor, edit the macro.
On the File menu in the Visual Basic Editor, click Close and Return to Microsoft Project.
To create a custom toolbar, Customizing a Toolbar
On the Tools menu, point to Customize, and then click Toolbars.
Click the Toolbars tab.
Click New.
In the Toolbar Name box, type the toolbar name you want, and then click OK.
To add a command to a custom toolbar, Customizing a Toolbar
On the Tools menu, point to Customize, and then click Toolbars.
Click the Commands tab.
In the Categories list, click the category you want.
Drag the command you want from the Commands list to the custom toolbar.
To edit the graphic image and text that appears on a custom toolbar button, Customizing a Toolbar
On the Tools menu, point to Customize, and then click Toolbars.
Click the Commands tab.
Click the custom button you want to modify on the custom toolbar.
Click Modify Selection, and then point to Change Button Image.
In the list of images that appears, click the image you want.
Click Modify Selection, and in the Name box, type the text you want for the custom button name.
Measuring Performance with Earned Value Analysis
To set the project status date, Note
On the Project menu, click Project Information.
In the Project Information dialog box, in the Status Date box, type or click the status date you want, and click OK.
To view earned value schedule indicators, Note
On the View menu, click More Views.
In the More Views dialog box, click Task Sheet, and then click Apply.
On the View menu, point to Table: Entry, and click More Tables.
In the More Tables dialog box, click Earned Value Schedule Indicators, and click Apply.
To view earned value cost indicators, Viewing Earned Value Cost Indicators
On the View menu, click More Views.
In the More Views dialog box, click Task Sheet, and then click Apply.
On the View menu, point to Table: Entry, and click More Tables.
In the More Tables dialog box, click Earned Value Cost Indicators, and click Apply.
To create an Earned Value visual report, Generating an Earned Value Visual Report
Consolidating Projects and Resources
To create a resource pool, Creating a Resource Pool
Create a new project plan.
Save the new project plan that will become a resource pool.
Open one of the project plans you want to make a sharer plan.
On the Tools menu, point to Resource Sharing, and click Share Resources.
Under Resources for <Sharer Plan Name>, click Use resources.
In the From list, click the name of your resource pool, and click OK to close the Share Resources dialog box.
If you have more than one sharer plan, open another sharer plan.
Repeat steps 3 through 7 for the other sharer plans.
Save changes to the sharer plans and the resource pool.
To view cross-project assignment details in the resource pool, Viewing Assignment Details in a Resource Pool
On the View menu, click Resource Usage.
In the Resource Name column, click the name of a resource.
On the Window menu, click Split to display the Resource Form.
To update a resource’s working time in the resource pool, Updating a Resource’s Information in a Resource Pool
Open the resource pool as read/write.
On the Tools menu, click Change Working Time.
In the For Calendar box, select the name of the resource whose working time you want to change.
In the Name field on the Exceptions tab, enter a descriptive name for the nonworking time, such as Vacation.
In the Start and Finish fields, type or select the start and finish dates for the nonworking timespan.
Click OK to close the Change Working Time dialog box.
To update working time for all sharer plans from the resource pool, Updating All Plans’ Working Times in a Resource Pool
Open the resource pool as read/write.
On the Tools menu, click Change Working Time.
In the Change Working Time dialog box, in the For calendar box, click the base calendar you want to change, such as Standard (Project Calendar).
In the Name field on the Exceptions tab, enter a descriptive name for the nonworking time, such as Holiday.
In the Start and Finish fields, type or select the start and finish dates for the nonworking timespan.
Click OK to close the Change Working Time dialog box.
To link new project files to the resource pool, Linking New Project Plans to a Resource Pool
Open the resource pool as read/write.
On the Standard toolbar, click the New button.
On the Tools menu, point to Resource Sharing, and click Share Resources.
In the Share Resources dialog box, under Resources for <File Name>, click Use resources.
In the From list, click the name of the resource pool, and click OK to close the Share Resources dialog box.
Save the sharer plan and resource pool.
To edit a sharer plan and update assignment details in the resource pool, Opening a Sharer Plan and Updating a Resource Pool
Open a sharer plan.
When prompted, open the resource pool.
In the sharer plan, make changes to assignments.
On the Tools menu, point to Resource Sharing, and click Update Resource Pool.
To create a consolidated project plan, Consolidating Project Plans
On the Standard toolbar, click the New button.
Save the new project plan.
On the Insert menu, click Project.
In the Insert Projects dialog box, locate and click the project plan you want to insert into the consolidated project plan. To select multiple plans, hold down the
key while you click the name of each
plan.Click Insert.
To create task dependencies between projects, Creating Dependencies Between Projects
Open the two project plans between which you want to create a task dependency.
Switch to the project plan that contains the task you want to make the successor task.
On the View menu, click Gantt Chart.
Click the name of the task you want to make the successor task.
On the Standard toolbar, click the Task Information button.
Click the Predecessors tab.
In the ID column, click the next empty cell below any other predecessor tasks, and enter the name of the predecessor task from the other project file in this format: File nameTask ID, such as Parnell Aerospace Promo 198.
Press
, and click OK to close the Task Information dialog
box.