project 2007 quick ref

Upload: mrudulamech

Post on 07-Apr-2018

234 views

Category:

Documents


0 download

TRANSCRIPT

  • 8/3/2019 Project 2007 Quick Ref

    1/24

    Quick Reference

    ! " # " $ % & ! ' ( ! " ( ) 0 ! 1 % 2

    3

    On the Windows taskbar, click the4 5 6 7 5

    button.8

    On the4 5 6 7 5

    menu, point to9 @ @ A 7 B C 7 6 D E

    , clickF G H 7 B E B I 5 P I Q H R

    , andthen click

    F G H 7 B E B I 5 P I Q H R A 7 B S R H 5 T U U V

    . W ! " # " $ % & # " X % W W Y ' ! ` ! ' ( a " b X c Y ' % ) 0 ! 1 % d e

    3

    On the Windows taskbar, click the4 5 6 7 5

    button.8

    On the 4 5 6 7 5 menu, point to 9 @ @ A 7 B C 7 6 D E , click F G H 7 B E B I 5 P I Q H R , andthen click

    F G H 7 B E B I 5 P I Q H R A 7 B S R H 5 T U U V .

    f

    If the Project Server Security Login dialog box appears, clickg

    6 h H R @ .

    i

    In the Login dialog box, in theA 7 B Q @ R

    box, selectg

    B D p q 5 R 7 , and then click

    r B 7 s P I t G h R

    . & " % ! % ! 0 " $ % & 0 ` ! ' X " u ! % u 0 ` ! % ) 0 ! 1 % d v

    3

    On thew G @ R

    menu, clickx R y

    .8

    In the x R y A 7 B S R H 5 task pane, under

    R D p @ 6 5 R , click P h H B D p q 5 R 7 .f

    In the Templates dialog box, click theA 7 B S R H 5

    R D p @ 6 5 R E

    tab.i

    Click the template you want, and then clickP

    . W a Y & ! ( Y X X % " % ' Y % a ) 0 ! 1 % d

    3

    On the

    G R y

    menu, click the name of the view you want.8

    If the view is not listed, clickF B 7 R

    G R y E . In the More Views dialog box,

    click the name of the view you want, and click9 p p @

    . Y % a ! " % 0 " Y ' % # " Y ' # " % Y % a a Y ' ( a ) 0 ! 1 % e

    3

    On the R p B 7 5

    menu, click R p B 7 5 E

    .8

    Click a report category, or to see all reports, click

    g

    q E 5 B D

    , and thenclick

    4 R @ R H 5 .

    f

    Select the report you want, and then click4 R @ R H 5

    orA 7 R G R y

    . & " % ! % ! Y W ! ` " % 0 " ) 0 ! 1 % e v

    3

    On the R p B 7 5

    menu, click

    G E q 6 @ R p B 7 5 E

    .8

    Click a visual report tab, and then click the visual report you want.

  • 8/3/2019 Project 2007 Quick Ref

    2/24

    f

    Click

    G R y

    . & " % ! % ! ' % a 0 " $ % & 0 ` ! ' ! ' ( W % Y W W ! " ( ! % ) 0 ! 1 % e

    3

    On thew G @ R

    menu, clickx R y

    .8

    In thex R y A 7 B S R H 5

    task pane, click @ 6 h s A 7 B S R H 5

    .f

    On theA 7 B S R H 5

    menu, clickA 7 B S R H 5 j h I B 7 D 6 5 G B h

    .i

    In the4 5 6 7 5 k 6 5 R

    box, type or select the project start date you want.l

    ClickP

    . W % ' ' a " b Y ' 1 Y u % ) 0 ! 1 % m

    3

    On the

    B B @ E

    menu, click

    g n

    6 h C R r B 7 s G h C

    G D R

    .8 In thew B 7

    g

    6 @ R h o 6 7 box, select the base calendar you want to edit

    (normally4 5 6 h o 6 7 o

    ).f

    In thex 6 D R

    field on the H R p 5 G B h E

    tab, enter a descriptive name for thenonworking time, such as B @ G o 6 .

    i

    In the4 5 6 7 5

    andw G h G E

    n

    fields, type or select the start and finish dates for thenonworking timespan.

    l

    ClickP

    . % ' % " 0 " 0 % " Y % W ! ! # " $ % & 0 ` ! ' ) 0 ! 1 % e

    3

    On thew G @ R

    menu, clickA 7 B p R 7 5 G R E

    .8

    In the Properties dialog box, click the4 q D D 6 7

    tab, and then enter theinformation you want.

    % ' % " ! W b ' ! u % W ) 0 ! 1 %

    3

    In a task view, such as the Gantt Chart view, click a cell in the

    6 E s x 6 D R

    column.8

    Enter a task name and then pressF. % ' % " ! W b ( " ! Y ' W ) 0 ! 1 % z e

    3

    In a task view, such as the Gantt Chart view, click a cell in the k q 7 6 5 G B h column.

    8

    Type the task duration, and then pressF. % ' % " ! u Y ` % W ' % ) 0 ! 1 % z z

    3

    On the h 5 7

    table, enter a name for the milestone.8

    In thek q 7 6 5 G B h

    field, typeU o

    , and then pressF.

  • 8/3/2019 Project 2007 Quick Ref

    3/24

    " 1 ! ' Y { % ! W b W Y ' 0 ! W % W ) 0 ! 1 % z 2

    3

    Select the names of tasks that you would like to become subtasks of asummary task.

    8

    On theA 7 B S R H 5

    menu, point toP q 5 @ G h R

    , and then clickj h o R h 5

    . ` Y ' b ! ( $ ! & % ' ! W b W ) 0 ! 1 % z |

    3

    Select the adjacent tasks.8

    On the o G 5

    menu, click} G h s 5 6 E s E

    . ` Y ' b ' ' ! ( $ ! & % ' ! W b W ) 0 ! 1 % v d

    3

    Select the first task, which will be the predecessor task.8While holding down theH key, select the second task. This will be thesuccessor task.

    f

    On the o G 5

    menu, click} G h s 5 6 E s E

    . % ' % " ! ! W b ' % ) 0 ! 1 % v

    3

    Select the name of a task.8

    On theA 7 B S R H 5

    menu, click

    6 E s x B 5 R E .

    f

    In thex B 5 R E

    box, type the note you want, and then clickP

    . % ' % " ! ! W b ~ 0 % " ` Y ' b ) 0 ! 1 % v z

    3

    Select the name of a task.8 On thej h E R 7 5

    menu, click p R 7 @ G h s

    .f

    In the

    R 5 5 B o G E p @ 6 box, type the text you want to appear when you

    hover over the hyperlink.i

    In the9 o o 7 R E E

    box, type the destination hyperlink you want, and thenclick

    P

    . & % & b ! 0 " $ % & 0 ` ! ' W ( " ! Y ' ! ' ( % " W ! Y W Y & W ) 0 ! 1 % v v

    3

    On theA 7 B S R H 5

    menu, clickA 7 B S R H 5 j h I B 7 D 6 5 G B h

    .8

    In the Project Information dialog box, click4 5 6 5 G E 5 G H E

    . ( Y W 0 ` ! ~ % 0 " $ % & W % ' Y " % ( " ! Y ' Y ' % ! ' ! " Y % a ) 0 ! 1 % v 2

    3

    On the

    G R y menu, click

    B B D .8

    Click h 5 G 7 R A 7 B S R H 5

    , and then clickP

    .

    W % 0 a " b 0 % 0 ` % ! ' ( % Y 0 u % ' " % W " & % W ) 0 ! 1 % 2 d

    3

    On the

    G R ymenu, click

    R E B q 7 H R 4

    n

    R R 5(or another resource view).

    8

    In the R E B q 7 H R x 6 D R

    field, enter the resources name.

  • 8/3/2019 Project 2007 Quick Ref

    4/24

    f

    In the

    p R

    field, clickr B 7 s

    .i

    In theF 6 h G 5 E

    field, type or click the maximum capacity of this resourceto accomplish any task.

    l

    Enter whatever other resource information would be useful toyour project.

    Repeat steps 2 through 5 for each resource. W % 0 u ! % " Y ! ` " % W " & % W ) 0 ! 1 % 2 2

    3

    On the

    G R ymenu, click

    R E B q 7 H R 4

    n

    R R 5.

    8

    In the R E B q 7 H R x 6 D R

    field, enter the material resources name.f

    In the

    p R field, click F 6 5 R 7 G 6 @ .i

    In theF 6 5 R 7 G 6 @ } 6 R @

    field, enter the unit of measure you want to usefor this resource. For example, you might measure cement in poundsor tons.

    l

    In the4 5 o 6 5 R

    field, enter the cost per unit of measure for this materialresource.

    Enter whatever other resource information would be useful forour project.

    Repeat steps 2 through 6 for each material resource. W % 0 & W " % W " & % W ) 0 ! 1 % 2

    3

    On the

    G R y menu, click R E B q 7 H R 4 n

    R R 5 .8

    In the R E B q 7 H R x 6 D R

    field, enter the cost resources name.f

    In the

    p Rfield, click

    g

    B E 5.

    % ' % " a " b 0 % 0 ` % ! ' ( % Y 0 u % ' " % W " & % 0 ! ~ " ! % W ) 0 ! 1 % 2

    3

    On the

    G R ymenu, click

    R E B q 7 H R 4

    n

    R R 5.

    8

    In the4 5 o 6 5 R

    field, enter the resources pay rate per standard pay period(such as hourly, weekly, or monthly).

    f

    If the resource should accrue overtime pay, enter his or her overtime payrate in the

    P 5 6 5 R

    field.i

    If the resource accrues a per-use cost, enter that amount in the

    g

    B E 5 E R

    field.l

    In the9 H H 7 q R 9 5

    field, click the method by which the resourceaccrues cost.

    Repeat steps 2 through 5 for each resource. u ! b % ! ' % Y u % ! ( $ W u % ' ! ' Y ' ( Y Y ( ! ` " % W " & % W a " b Y ' 1 Y u % ) 0 ! 1 % m

    3

    On the

    B B @ E menu, click

    g n

    6 h C R r B 7 s G h C

    G D R.

  • 8/3/2019 Project 2007 Quick Ref

    5/24

    8

    In thew B 7 H 6 @ R h o 6 7

    box, click the name of the resource whose workingtime you want to change.

    f

    In thex 6 D R

    field on the H R p 5 G B h E

    tab, enter a descriptive name for thenonworking time, such as

    6 H 6 5 G B h .

    i

    In the4 5 6 7 5

    andw G h G E

    n

    fields, type or select the start and finish dates for thenonworking timespan.

    l

    ClickP

    . % ( Y % " % 1 ` ! " a " b a % % b X " ! ' Y ' ( Y Y ( ! ` " % W " & % ) 0 ! 1 % e

    3

    On the

    B B @ E menu, click

    g n

    6 h C R r B 7 s G h C

    G D R.

    8

    In the w B 7 H 6 @ R h o 6 7 box, click the name of the resource whose workingtime you want to change.

    f

    Click ther B 7 s r R R s E

    tab in the Change Working Time dialog box.i

    Click k R I 6 q @ 5

    or enter a new name and period, and then clickk R 5 6 G @ E

    .l

    Select the working time options you want for the work week, and thenclick

    P .

    ( & u % ' " % W " & % W a Y " % W " & % ' % W ) 0 ! 1 % z

    3

    Switch to a resource view, such as the Resource Sheet view.8

    Click the name of the resource for which you want to create a note.f

    On theA 7 B S R H 5

    menu, click R E B q 7 H R x B 5 R E

    .i

    In the Resource Information dialog box, type the note you wantassociated with this resource and then click

    P .

    ! W W Y 1 ' " % W " & % W ! W b W ) 0 ! 1 % |

    3

    In a task view, such as the Gantt Chart view, on the

    B B @ E

    menu, click

    9 E E G C h R E B q 7 H R E

    .8

    Click the name of the task to which you want to assign a resource.f

    In the R E B q 7 H R x 6 D R

    column of the Assign Resources dialog box, click

    a resource, and then click 9 E E G C h . & ' " ` a # " $ % & W & % ( ` % W % a " b ' ! ! W b ! X % " ! W W Y 1 ' Y ' 1 ! ' ! ( ( Y Y ' ! `

    " % W " & % ) 0 ! 1 % 2

    3

    Assign an additional resource to a task.8

    Click the4 D 6 7 5

    6 C 9 H 5 G B h E button, and choose the action you want.

    ! W W Y 1 ' u ! % " Y ! ` " % W " & % W ! W b W ) 0 ! 1 % | m

    3

    On the4 5 6 h o 6 7 o

    toolbar, click9 E E G C h R E B q 7 H R E

    .

  • 8/3/2019 Project 2007 Quick Ref

    6/24

  • 8/3/2019 Project 2007 Quick Ref

    7/24

    8

    In thej 5 R D 5 B

    g n

    6 h C R

    list, click the type of text you want to format.f

    Select the font and other formatting options you want. X " u ! W % ` % & % ( % Y ' ! Y % a ) 0 ! 1 % d d d

    3

    Click the cell that contains the text you want to format.8

    On thew B 7 D 6 5

    menu, clickw B h 5

    .f

    Select the font and other formatting options you want. % ( Y ! " % 0 " W % ! ( % " " X % " ) 0 ! 1 % d d e

    3

    On the R p B 7 5

    menu, click R p B 7 5 E

    .8

    Click a report category, or to see all reports, click

    g

    q E 5 B D

    , and thenclick4 R @ R H 5

    .f

    Select the report you want, and then click4 R @ R H 5

    orA 7 R G R y

    .i

    On theA 7 G h 5 A 7 R G R y

    toolbar, clickA 6 C R 4 R 5 q p

    .l

    In the Page Setup dialog box, click the R 6 o R 7 or w B B 5 R 7 tab, and selectthe options you want.

    W % & " " % ' ! ` % W Y ' ! W & % ( ` % ! W ! ! W % ` Y ' % ) 0 ! 1 % d e z

    3

    On the

    B B @ E

    menu, point to

    7 6 H s G h C

    , and then click4 R 5 6 E R @ G h R

    .8 ClickP

    . ( Y W 0 ` ! ~ % ! " Y ! ' & % ! ` % Y ' % ! W b % % Y % a ) 0 ! 1 % d e z

    3

    On the

    G R ymenu, click

    F B 7 R

    G R y E to display the More Views

    dialog box.8

    In the

    G R y E box,

    H @ G H s

    6 E s 4

    n

    R R 5, and click

    9 p p @ .

    f

    On the

    G R ymenu, point to

    6 @ R h 5 7 , and click

    6 7 G 6 h H R .

    " % & " ( 0 " $ % & 0 " 1 " % W W ! W W & % ( ` % ( ) 0 ! 1 % d e 2

    3

    On the

    B B @ E menu, point to

    7 6 H s G h C , and click p o 6 5 R A 7 B S R H 5 .8

    In the Update Project dialog box, make sure the p o 6 5 R y B 7 s 6 E

    H B D p @ R 5 R 5

    n

    7 B q C

    n

    option is selected. In the adjacent date list, type orclick the date you want, and click

    P .

    " % & " ( ! ! W b W & u 0 ` % Y ' 0 % " & % ' ! 1 % ) 0 ! 1 % d e

    3

    On the

    G R ymenu, point to

    B B @ 6 7 E , and then click

    7 6 H s G h C .

    8

    Select the name of the task for which you want to record a percentcomplete.

  • 8/3/2019 Project 2007 Quick Ref

    8/24

    f

    Do one of the following: To record a predefined percentage complete, click the

    U ,

    T ,

    U ,

    V , or

    U U

    g

    B D p @ R 5 R button.

    To record some other percentage complete, click the p o 6 5 R

    6 E s E

    button, and enter the value you want in theA R 7 H R h 5

    g

    B D p @ R 5 R

    field.

    % ' % " ! & ! ` a " b ! ` % W X " ! W b W ) 0 ! 1 % d e |

    3

    In a task view, such as the Task Sheet view, on the

    G R ymenu, point to

    6 @ R h 5 7 , and click

    r B 7 s .

    8

    In the 9 H 5 q 6 @ field, enter the actual hours of work you want, and thenpressF.

    % ' % " ! & ! ` W ! " ! ' ( ( " ! Y ' ! ` % W X " ! W b W ) 0 ! 1 % d m

    3

    Click the task for which you want to enter actual values.8

    On the

    B B @ E menu, point to

    7 6 H s G h C , and then click

    p o 6 5 R

    6 E s E .

    f

    In the4 5 6 7 5

    field in the Actual box on the left side of the Update Tasksdialog box, type or click the start date you want.

    i

    In the9 H 5 q 6 @ o q 7

    field, type or click the duration value you want, andthen click

    P .

    ( Y W 0 ` ! ~ a ! ! X X % & W % W & % ( ` Y ' 1 X ! ! W b Y ' % ! W b " Y % " W 0 ! ' % )

    0 ! 1 % d z m

    3

    On theA 7 B S R H 5

    menu, click

    6 E s k 7 G R 7 E .

    8

    Click the task for which you want to display Task Drivers details. % ' % " ` % ! ( ! ' ( ` ! 1 Y u % % a % % ' 0 " % ( % & % W W " ! ' ( W & & % W W " ! W b W ) 0 ! 1 % d z d

    3

    Click the successor task whose lead or lag time with a predecessor youwant to change.

    8

    On theA 7 B S R H 5

    menu, click

    6 E s j h I B 7 D 6 5 G B h

    .fIn the Task Information dialog box, click the

    A 7 R o R H R E E B 7 E

    tab.i

    In the} 6 C

    field for a predecessor task, enter the value you want (enter apositive value for lag time or a negative value for lead time).

    & ! ' 1 % ! W b " % ` ! Y ' W Y 0 W ) 0 ! 1 % d z d

    3

    Click the successor task whose predecessor relationship you wantto change.

    8

    On theA 7 B S R H 5

    menu, click

    6 E s j h I B 7 D 6 5 G B h .

  • 8/3/2019 Project 2007 Quick Ref

    9/24

    f

    In the Task Information dialog box, click theA 7 R o R H R E E B 7 E

    tab.i

    Click in the

    p Rcolumn for a predecessor task, and click the type of task

    relationship you want. ! 0 0 ` ~ ! & ' W " ! Y ' ! ! W b ) 0 ! 1 % d z v

    3

    Click the task to which you want to apply a constraint.8

    On theA 7 B S R H 5

    menu, click

    6 E s j h I B 7 D 6 5 G B h .

    f

    In theg

    B h E 5 7 6 G h 5

    p Rbox, select the constraint type you want.

    i

    If you selected date-driven constraint, in theg

    B h E 5 7 6 G h 5 k 6 5 R box, type or

    select the constraint date you want, and then clickP

    . Y % a ! 0 " $ % & W & " Y Y & ! ` 0 ! ) 0 ! 1 % d z

    3

    On the

    G R ymenu, click

    F B 7 R

    G R y E .

    8

    In the More Views dialog box, clickk R 5 6 G @

    6 h 5 5 , and then click

    9 p p @ .

    Y ' % " " 0 a " b ' ! ! W b ) 0 ! 1 % d v m

    3

    On the4 5 6 h o 6 7 o

    toolbar, click the4 p @ G 5

    6 E s

    button.8

    Move the mouse pointer over the tasks Gantt bar where you want tostart the split, click, and then drag to the right.

    & " % ! % ! ' % a ! W % & ! ` % ' ( ! " ) 0 ! 1 % d v

    3

    On the

    B B @ E

    menu, clickg n

    6 h C R r B 7 s G h C

    G D R

    .8

    In the Change Working Time dialog box, clickg

    7 R 6 5 R x R y

    g

    6 @ R h o 6 7 .

    f

    In thex 6 D R

    box, type a name for the base calendar.i

    Clickg

    7 R 6 5 R h R y 6 E R H 6 @ R h o 6 7 , or click

    F 6 s R 6 H B p B I and then choose

    the base calendar on which you want to base the new calendar.l

    ClickP

    .

    Select the H R p 5 G B h E

    andr B 7 s r R R s E

    details you want. ! 0 0 ` ~ ! ! W b & ! ` % ' ( ! " ! ! W b ) 0 ! 1 % d v z

    3

    In the Gantt Chart view, click a task.8

    On theA 7 B S R H 5

    menu, click

    6 E s j h I B 7 D 6 5 G B h .

    f

    In the Task Information dialog box, click the9 o 6 h H R o

    tab.i In theg

    6 @ R h o 6 7 box, choose the base calendar you want applied to

    this task.l

    If you want the task calendar to override resource calendar settings, clickthe

    4 H

    n

    R o q @ G h C G C h B 7 R E 7 R E B q 7 H R H 6 @ R h o 6 7 E box.

    & ! ' 1 % ! ! W b ~ 0 % % ( ' Y W ) ( " ! Y ' ) " a " b ) 0 ! 1 % d v

    3

    In a task view, such as the Gantt Chart view, click a task.8

    On theA 7 B S R H 5

    menu, click

    6 E s j h I B 7 D 6 5 G B h

    .

  • 8/3/2019 Project 2007 Quick Ref

    10/24

    f

    In the Task Information dialog box, click the9 o 6 h H R o

    tab.i

    In the

    6 E s

    p Rbox, click the task type you want.

    % ' % " ! ( % ! ( ` Y ' % ( ! % ' ! ! W b ) 0 ! 1 % d 2 d

    3

    In a task view, such as the Gantt Chart view, select the name of the taskfor which you want to enter a deadline.

    8

    On theA 7 B S R H 5

    menu, click

    6 E s j h I B 7 D 6 5 G B h .

    f

    Click the9 o 6 h H R o

    tab.i

    In thek R 6 o @ G h R

    box, type or select the deadline date you want, andthen click

    P .

    % ' % " ! % ( & W ) 0 ! 1 % d 2

    3

    In a task view, such as the Gantt Chart view, on the

    G R ymenu, point

    to

    6 @ R h 5 7 , and then click

    g

    B E 5.

    8

    In the w G R o g

    B E 5 field for the task you want, type or click an amount.f

    In thew G R o

    g

    B E 5 9 H H 7 q 6 @ field, choose a method, and then pressF.

    & " % ! % ! " % & " " Y ' 1 ! W b ) 0 ! 1 % d 2 z

    3

    In a task view, such as the Gantt Chart view, click the task above whichyou want to insert a recurring task.

    8

    On thej h E R 7 5

    menu, click R H q 7 7 G h C

    6 E s.

    f

    In the Recurring Task Information dialog box, select the options you want.

    & " % ! % u ` Y 0 ` % 0 ! ~ " ! % W X " ! " % W " & % ) 0 ! 1 % d e

    3

    Switch to a resource view, such as the Resource Sheet view.8

    Click the name of the resource for whom you want to create an additionalpay rate.

    f

    On theA 7 B S R H 5

    menu, click R E B q 7 H R j h I B 7 D 6 5 G B h

    .i

    In the Resource Information dialog box, click theg

    B E 5 E tab.

    l

    Under

    g

    B E 5 7 6 5 R 5 6 @ R E

    , the resources initial pay rate information appearson tab A. Click one of the other tabs, and then enter the rateinformation you want.

    To apply a different cost rate table to a specific resource assignment, pickthe one you want in the

    g

    B E 5 6 5 R

    6 @ R E field when you are in a usage

    view. & " % ! % u ` Y 0 ` % 0 ! ~ " ! % W ! ! 0 0 ` ~ ! ( Y X X % " % ' Y u % W ) 0 ! 1 % d z

    3

    Switch to a resource view, such as the Resource Sheet view.

  • 8/3/2019 Project 2007 Quick Ref

    11/24

    8

    Click the name of the resource for whom you want to create an additionalpay rate.

    f

    On theA 7 B S R H 5

    menu, click R E B q 7 H R j h I B 7 D 6 5 G B h

    .i

    In the Resource Information dialog box, click theg

    B E 5 E tab.

    l

    Click the tab of the rate you want to edit.

    In the second or later row of the I I R H 5 G R k 6 5 R

    column, enter the date onwhich the new pay rate is to take effect.

    In the4 5 6 h o 6 7 o 6 5 R

    column (and, if applicable, theP R 7 5 G D R 6 5 R

    or

    A R 7 E R

    g

    B E 5columns), enter either a dollar amount or a positive or

    negative percentage of the existing pay rate. If you enter a percentagevalue, Project will calculate the new pay rate amount. & W u Y { % ! " % W " & % W ! ! Y ` ! Y ` Y ~ % " Y u % ) 0 ! 1 % d 2

    3

    Switch to a resource view, such as the Resource Sheet view.8

    Click the name of the resource whose availability you want to change.f

    On theA 7 B S R H 5

    menu, click R E B q 7 H R j h I B 7 D 6 5 G B h

    .i

    In the Resource Information dialog box, click the

    R h R 7 6 @

    tab.l

    In the R E B q 7 H R 9 6 G @ 6 G @ G 5

    grid, enter the date ranges and unitvalues you want.

    ( % ` ! ~ % W ! " X ! ' ! W W Y 1 ' u % ' ) 0 ! 1 % d

    3

    On the

    G R y menu, click

    6 E s E 6 C R or R E B q 7 H R E 6 C R .8

    Click the assignment you want to delay.f

    On theA 7 B S R H 5

    menu, click9 E E G C h D R h 5 j h I B 7 D 6 5 G B h

    .i

    In the Assignment Information dialog box, click the

    R h R 7 6 @ tab.

    l

    In the4 5 6 7 5

    box, type or click the date on which you want the selectedresource to start work on the assignment, and then click

    P .

    ! 0 0 ` ~ ! a " b & ' " ! ' ! W W Y 1 ' u % ' ) 0 ! 1 % d m

    3

    On the

    G R y

    menu, click

    6 E s E 6 C R

    or R E B q 7 H R E 6 C R

    .8

    Click the assignment for which you want to contour to an assignment.f

    On the4 5 6 h o 6 7 o

    toolbar, click the9 E E G C h D R h 5 j h I B 7 D 6 5 G B h

    button.i In the Assignment Information dialog box, click the

    R h R 7 6 @ tab.

    l

    In ther B 7 s

    g

    B h 5 B q 7 box, click the contour you want, and then click

    P .

    ! 0 0 ` ~ ! ( Y X X % " % ' & W " ! % ! ' ! W W Y 1 ' u % ' ) 0 ! 1 % d z

    3

    On the

    G R ymenu, click

    6 E s E 6 C R or

    R E B q 7 H R E 6 C R .

    8

    Click the assignment for which you want to apply a different costrate table.

    f

    On the4 5 6 h o 6 7 o

    toolbar, click the9 E E G C h D R h 5 j h I B 7 D 6 5 G B h

    button.

  • 8/3/2019 Project 2007 Quick Ref

    12/24

    i

    In the Assignment Information dialog box, click the

    R h R 7 6 @

    tab.l

    In theg

    B E 5 6 5 R

    6 @ R box, type or click the rate table you want to apply

    to this assignment, and then clickP

    .

    Y % a " % W " & % % " ! ` ` & ! Y ' W ) 0 ! 1 % d |

    On the

    G R ymenu, click

    F B 7 R

    G R y E , click

    R E B q 7 H R 9 @ @ B H 6 5 G B h , and then

    click9 p p @

    . u ! ' ! ` ` ~ " % W ` % " % W " & % % " ! ` ` & ! Y ' W ~ & ! ' 1 Y ' 1 ! W W Y 1 ' u % ' ' Y W )

    0 ! 1 % d | |

    3

    On the

    G R y

    menu, clickF B 7 R

    G R y E

    , click R E B q 7 H R 9 @ @ B H 6 5 G B h

    , and thenclick

    9 p p @ .

    8

    In the R E B q 7 H R x 6 D R

    column, click the name of an assignment for theresource you want to work with.

    f

    On the4 5 6 h o 6 7 o

    toolbar, click the9 E E G C h D R h 5 j h I B 7 D 6 5 G B h

    button.i

    In the Assignment Information dialog box, click the

    R h R 7 6 @ tab.

    l

    In the h G 5 E

    box, enter the unit value you want, and then clickP

    . ` % % ` % " ! ` ` & ! % ( " % W " & % W ) 0 ! 1 % e m v

    3

    On the

    B B @ E menu, click

    } R R @ R E B q 7 H R E , and then choose the leveling

    options you want.8

    Click } R R @ x B y . % ! u Y ' % 0 " $ % & & W W ) 0 ! 1 % e d m

    3

    On the

    G R y

    menu, clickF B 7 R

    G R y E

    , click

    6 E s 4

    n

    R R 5

    , and thenclick

    9 p p @ .

    8

    On the

    B B @ E menu, click

    P p 5 G B h E .

    f

    In the Options dialog box, click the

    G R ytab.

    i

    Under theP q 5 @ G h R B p 5 G B h E

    for label, select the4

    n

    B y p 7 B S R H 5 E q D D 6 7

    5 6 E s

    check box, and then clickP

    .lOn the

    G R y

    menu, point to

    6 @ R h 5 7

    , and clickg

    B E 5

    . & % & b ! 0 " $ % & W ' Y W ( ! % ) 0 ! 1 % e d e

    3

    On theA 7 B S R H 5

    menu, clickA 7 B S R H 5 j h I B 7 D 6 5 G B h

    .8

    In the Project Information dialog box, click4 5 6 5 G E 5 G H E

    .

  • 8/3/2019 Project 2007 Quick Ref

    13/24

    W " ( ! ! Y ' ! Y % a ) 0 ! 1 % e d |

    3

    Switch to the view or table you want to sort.8

    On theA 7 B S R H 5

    menu, point to4 B 7 5

    , and then click the field by which youwant to sort the view. To specify a custom sort, click

    4 B 7 5

    , and in theSort dialog box, choose the options you want.

    1 " 0 ( ! ! Y ' ! Y % a ) 0 ! 1 % e e

    3

    Switch to the view or table you want to group.8

    On the A 7 B S R H 5 menu, point to

    7 B q p x B

    7 B q p , and then choosethe criteria by which you want to group the view. To specify differentgrouping options, click

    g

    q E 5 B D G R

    7 B q p , and then choose the

    options you want in the Customize Group By dialog box. " ' Y ` % " ' " X X ) 0 ! 1 % e e

    On theA 7 B S R H 5

    menu, point tow G @ 5 R 7 R o w B 7 9 @ @

    6 E s E , and then click

    9 q 5 B w G @ 5 R 7

    . ` % " ( ! ! Y ' ! Y % a ) 0 ! 1 % e e

    3

    Switch to the view you want to filter.8

    On theA 7 B S R H 5

    menu, point tow G @ 5 R 7 R o w B 7

    , and clickF B 7 R w G @ 5 R 7 E

    .fIn the More Filters dialog box, choose the filter you want, and then click

    9 p p @

    . & " % ! % ! & W u ` % " ) 0 ! 1 % e e |

    3

    On theA 7 B S R H 5

    menu, point tow G @ 5 R 7 R o w B 7 9 @ @

    6 E s E (for task views) or

    9 @ @ R E B q 7 H R E

    (for resource views), and then clickF B 7 R w G @ 5 R 7 E

    .8

    In the More Filters dialog box, clickx R y

    .f

    In the Filter Definition dialog box, select the options you want. " % u % ! ` % " ) 0 ! 1 % e d

    On theA 7 B S R H 5

    menu, point tow G @ 5 R 7 R o w B 7 Q @ 5 R 7 h 6 D R

    , and then click9 @ @

    6 E s E (for task views) or

    9 @ @ R E B q 7 H R E (for resource views).

    & " % ! % ! & W u ! ` % ) 0 ! 1 % e d

    3

    On the

    G R ymenu, point to

    6 @ R h 5 7 , and then click

    F B 7 R

    6 @ R E .

    8

    Do one of the following: To create a new table, click

    x R y.

  • 8/3/2019 Project 2007 Quick Ref

    14/24

    To create a new table based on an exisiting table, select the task orresource table you want to use as a basis for a new custom table,and then click

    g

    B p .

    f

    In the Table Definition dialog box, select the options you want, and thenclick

    P

    . & " % ! % ! & W u Y % a ) 0 ! 1 % e v

    3

    On the

    G R ymenu, click

    F B 7 R

    G R y E .

    8

    In the More Views dialog box, do one of the following: To create a view, click x R y . Click 4 G h C @ R

    G R yor

    g

    B D G h 6 5 G B h

    G R y

    in the Define New View dialog box, and then click P . To redefine a view, click the views name, and then click

    o G 5 .

    To create a new view based on another view, click the views name,and then click

    g

    B p .

    f

    In the View Definition dialog box, choose the options you want, and thenclick

    P .

    W % % % 0 ! 1 % W % 0 0 Y ' W X " Y % a W ) 0 ! 1 % e z v

    3

    Switch to a view you want.8

    On thew G @ R

    menu, clickA 6 C R 4 R 5 q p

    . W % % % 0 ! 1 % W % 0 0 Y ' W X " " % 0 " W ) 0 ! 1 % e z

    3

    On the

    G R ymenu, click

    R p B 7 5 E .

    8

    In the Reports dialog box, clickg

    q E 5 B D , and then click

    4 R @ R H 5 .

    f

    In the Custom Reports dialog box, click a report, and then click4 R 5 q p

    . 0 " % Y % a ! Y % a % X " % 0 " Y ' Y ' 1 ) 0 ! 1 % e z |

    On thew G @ R

    menu, clickA 7 G h 5 A 7 R G R y

    . a " b Y ' % # " Y ' # " % Y % a a Y ' ( a ) 0 ! 1 % e z |

    3

    On the w G @ R menu, click A 7 G h 5 A 7 R G R y .8

    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 F q @ 5 G p @ R A 6 C R E . To change page setup options, such as header or legend text, click

    A 6 C R 4 R 5 q p , and choose the options you want.

  • 8/3/2019 Project 2007 Quick Ref

    15/24

    To display the Print dialog box and set other options or to printwhat you see in the Print Preview window, click

    A 7 G h 5 .

    To exit the Print Preview window, clickg

    @ B E R .

    0 " Y ' ! 0 " % ( % ' % ( " % 0 " ) 0 ! 1 % e v z

    3

    On the

    G R ymenu, click

    R p B 7 5 E .

    8

    In the Reports dialog box, click the category of report you want, and thenclick

    4 R @ R H 5 .

    f

    In the dialog box that appears next, click the specific report you wantto print, and click

    4 R @ R H 5 .

    i

    In the Print Preview window, click A 7 G h 5 . % ( Y ! 0 " % ( % ' % ( " % 0 " ) 0 ! 1 % e v 2

    3

    On the

    G R ymenu, click

    R p B 7 5 E .

    8

    In the Reports dialog box, click the category of report you want, andthen click

    4 R @ R H 5 (or for custom reports, click

    A 7 R G R y ).

    f

    In the dialog box that appears next, click the specific report you want toedit, and then click

    o G 5 .

    i

    In the dialog box that appears next, choose the options you want.

    & 0 ~ % X " u ! # " $ % & ! ` % % Y ' ( a W ` Y 0 ! " ( ) 0 ! 1 % e 2 e

    3

    Set up the table to display only the data you want to copyfor example,apply a filter or insert or hide columns.

    8

    Select the range of data you want to copy.f

    On the o G 5

    menu, clickg

    B p

    g

    R @ @

    ,g

    B p

    6 E s

    , org

    B p R E B q 7 H R

    . & 0 ~ ! W ' ! 0 W X ! Y % a % Y ' ( a W ` Y 0 ! " ( ) 0 ! 1 % e 2 z

    3

    Set up the view with the specific details you want such as tables, filters,or groups.

    8

    On the R p B 7 5

    menu, click

    g

    B p A G H 5 q 7 R

    .fIn the Copy Picture dialog box, click either

    w B 7 E H 7 R R h

    , to optimize thesnapshot for online viewing, or

    w B 7 p 7 G h 5 R 7 , to optimize it for printing.

    i

    Select whatever other options you want, and then clickP

    . 0 % ' ! ` % Y ' ! ( Y X X % " % ' X " u ! Y ' # " $ % & ) 0 ! 1 % e 2

    3

    On the w G @ R menu, click P p R h .8

    In thew G @ R E B I 5 p R

    box, click the file format you want.f

    Locate and click the specific file you want to open, and then clickP p R h

    .

  • 8/3/2019 Project 2007 Quick Ref

    16/24

    i

    If the file you selected is not in Project format, the Import Wizard appears.Follow the instructions that appear on your screen.

    W ! % ! # " $ % & ` % Y ' ! ( Y X X % " % ' X " u ! ) 0 ! 1 % e

    3

    On thew G @ R

    menu, click4 6 R 9 E

    .8

    In the Save As dialog box, click the location, and enter the file nameyou want.

    f

    In the4 6 R 6 E 5 p R

    box, click the format you want, and then click4 6 R

    .i

    Follow the instructions that appear on your screen in the Export Wizard. & " % ! % ! ' % a # " $ % & W u u ! " ~ " % 0 " X " " ( ) # a % " # Y ' ) " Y W Y ) 0 ! 1 % e v

    3

    On the

    G R ymenu, point to

    B B @ 6 7 E , and click

    9 h 6 @ E G E .

    8

    On the9 h 6 @ E G E

    toolbar, click theg

    B p A G H 5 q 7 R 5 B P I Q H R r G 6 7 o button,

    and then follow the instructions that appear on your screen. & " % ! % ! Y W ! ` " % 0 " a Y & % ` " Y W Y ) 0 ! 1 % e m

    3

    On the R p B 7 5

    menu, click

    G E q 6 @ R p B 7 5 E

    .8

    Under4

    n

    B y 7 R p B 7 5 5 R D p @ 6 5 R E H 7 R 6 5 R o G h

    , select the application for whichyou want to generate a visual report.

    f

    Select the tab that corresponds to the type of data you want in thevisual report.

    i

    Select the visual report you want, and then click

    G R y

    .lIn Excel or Visio, adjust the PivotTable (if Excel) or PivotDiagram (Visio)as needed.

    0 ( ! % ! ! W % ` Y ' % ) 0 ! 1 % e |

    3

    On the

    B B @ E menu, point to

    7 6 H s G h C , and then click

    4 R 5 6 E R @ G h R .

    8

    In the Set Baseline dialog box, select the baseline you want to update.f

    Underw B 7

    , click either h 5 G 7 R p 7 B S R H 5

    or4 R @ R H 5 R o 5 6 E s E

    . % ' % " ! W b ` % % ` " ! W W Y 1 ' u % ' ` % % ` ! & ! ` a " b ! ` % W ) 0 ! 1 % e | d

    3

    On the

    G R ymenu, click

    6 E s E 6 C R .

    8

    On the

    G R ymenu, point to

    6 @ R E 6 C R , and then click

    r B 7 s .

    f

    Enter the actual work values you want for a task or assignment in the

    9 H 5 q 6 @ column.

  • 8/3/2019 Project 2007 Quick Ref

    17/24

    % ' % " ( ! Y ` ~ " % " Y u % 0 % " Y ( W ! & ! ` a " b ! ` % W 0 % " ! W b " ! W W Y 1 ' u % ' )

    0 ! 1 % e |

    3

    On the

    G R ymenu, click

    6 E s E 6 C R .

    8

    Scroll the timescale to the time period for which you want to recordactual work.

    f

    On thew B 7 D 6 5

    menu, point tok R 5 6 G @ E

    , and click9 H 5 q 6 @ r B 7 s

    .i

    In the timescale grid, enter the task or assignment value you want in the

    9 H 5 r B 7 s

    field. " % W & % ( ` % ' & u 0 ` % % ( a " b ) 0 ! 1 % m z

    3

    On the

    B B @ E menu, point to

    7 6 H s G h C , and then click p o 6 5 R A 7 B S R H 5 .8

    Click R E H

    n

    R o q @ R q h H B D p @ R 5 R o y B 7 s 5 B E 5 6 7 5 6 I 5 R 7 , and in the

    k 6 5 R

    box, type or click the date you want.

    Y ( % ' Y X ~ ! W b W ! ! % W ` Y 0 0 % ( Y ' ! Y % a ) 0 ! 1 % d e

    On the

    G R y

    menu, click

    7 6 H s G h C

    6 h 5 5

    . ` % " X " ! W b W ! ! % W ` Y 0 0 % ( ) 0 ! 1 % d z

    3

    On theA 7 B S R H 5

    menu, point tow G @ 5 R 7 R o w B 7 9 @ @

    6 E s E

    , and then clickF B 7 R w G @ 5 R 7 E

    .8

    In the More Filters dialog box, click4 @ G p p G h C

    6 E s E , and then click

    9 p p @

    . W % % W & % ( ` % ! " Y ! ' & % ) 0 ! 1 % d v

    3

    On the

    G R ymenu, click

    F B 7 R

    G R y E .

    8

    In the More Views dialog box, click

    6 E s 4

    n

    R R 5, and then click

    9 p p @ .

    f

    On the

    G R ymenu, point to

    6 @ R h 5 7 , and then click

    6 7 G 6 h H R .

    W % % ! W b & W W Y ' ! Y % a ) 0 ! 1 % d |

    3

    On the

    G R y

    menu, clickF B 7 R

    G R y E

    .8

    In the More Views dialog box, click

    6 E s 4

    n

    R R 5, and then click

    9 p p @ .

    f

    On the

    G R ymenu, point to

    6 @ R h 5 7 , and click

    g

    B E 5.

    ` % " X " ! W b W ! ! " % % " ( 1 % ) 0 ! 1 % e m

    3

    On theA 7 B S R H 5

    menu, point tow G @ 5 R 7 R o w B 7 9 @ @

    6 E s E , and then click

    F B 7 R w G @ 5 R 7 E

    .8

    In the More Filters dialog box, clickg

    B E 5 P R 7 q o C R 5 , and then

    click9 p p @

    .

  • 8/3/2019 Project 2007 Quick Ref

    18/24

    W % % " % W " & % & W W Y ' ! Y % a ) 0 ! 1 % e e

    3

    On the

    G R ymenu, click

    R E B q 7 H R 4

    n

    R R 5.

    8

    On the

    G R ymenu, point to

    6 @ R h 5 7 , and then click

    g

    B E 5.

    Y % a ! ' ( W " " % W " & % W ~ & W ) 0 ! 1 % e e

    3

    On the

    G R y

    menu, click R E B q 7 H R 4

    n

    R R 5

    .8

    On the

    G R ymenu, point to

    6 @ R h 5 7 , and click

    g

    B E 5.

    f

    On theA 7 B S R H 5

    menu, point to4 B 7 5

    , and click4 B 7 5

    .i

    In the Sort dialog box, in the4 B 7 5

    box, clickg

    B E 5.

    l

    Make sure theA R 7 D 6 h R h 5 @ 7 R h q D R 7 7 R E B q 7 H R E

    check box is cleared,

    and then click 4 B 7 5 . Y % a ! ' ( W " " % W " & % W ~ & W ! " Y ! ' & % ) 0 ! 1 % e

    3

    On the

    G R ymenu, click

    R E B q 7 H R 4

    n

    R R 5.

    8

    On the

    G R y

    menu, point to

    6 @ R h 5 7

    , and clickg

    B E 5

    .f

    On theA 7 B S R H 5

    menu, point to4 B 7 5

    , and click4 B 7 5

    .i

    In the Sort dialog box, in the4 B 7 5

    box, clickg

    B E 5

    6 7 G 6 h H R .

    l

    Make sure theA R 7 D 6 h R h 5 @ 7 R h q D R 7 7 R E B q 7 H R E

    check box is cleared,and then click

    4 B 7 5 .

    & W u Y { % % ` ( W X " ! & W u Y % a ) 0 ! 1 % e v

    3

    On the

    B B @ E menu, point tog

    q E 5 B D G R , and then click w G R @ o E .8

    In the Customize Fields dialog box, select the options you want.

    % ( Y " % W " & % ! W W Y 1 ' u % ' W a " b ! ` % W ) 0 ! 1 %

    3

    On the

    G R y

    menu, click R E B q 7 H R E 6 C R

    .8

    In ther B 7 s

    column, edit the values you want. " % 0 ` ! & % ' % " % W " & % a Y ! ' % " ) 0 ! 1 % z m

    3

    On the

    G R y

    menu, click

    6 E s E 6 C R

    .8

    In the

    6 E s x 6 D R column, select the task for which you want to replace

    the resource.f

    On the4 5 6 h o 6 7 o

    toolbar, click the9 E E G C h R E B q 7 H R E

    button.i

    In the Assign Resources dialog box, in the R E B q 7 H R x 6 D R

    column, clickthe name of the resource you want to replace, and then click

    R p @ 6 H R

    .l

    In the Replace Resource dialog box, click the name of the replacementresource, and click

    P .

  • 8/3/2019 Project 2007 Quick Ref

    19/24

    ` % " X " & " Y Y & ! ` ! W b W ) 0 ! 1 % z

    On the A 7 B S R H 5 menu, point to w G @ 5 R 7 R o w B 7 9 @ @

    6 E s E , and then

    clickg

    7 G 5 G H 6 @ .

    % ' % " % " Y u % a " b ! ` % W Y ' % ! W b " u ) 0 ! 1 % z

    3

    On the

    G R y

    menu, click

    6 h 5 5

    g n

    6 7 5

    .8

    In the

    6 E s x 6 D R column, select the task you want.

    f

    On ther G h o B y

    menu, click4 p @ G 5

    .i

    Click anywhere in the Task Form. On thew B 7 D 6 5

    menu, point tok R 5 6 G @ E

    ,and then click

    R E B q 7 H R r B 7 s

    .l

    In the P 5 r B 7 s column for the resource to which you want to assignovertime work, enter the number of hours of overtime work you wantand then click

    P

    .

    X " u ! ! " W ~ ` % W Y ' ! ! ' ! " Y % a ) 0 ! 1 % v

    3

    On thew B 7 D 6 5

    menu, click 6 7 4 5 @ R E

    .8

    In the Bar Styles dialog box, select the options you want. ( Y W 0 ` ! ~ " Y { ' ! ` 1 " Y ( ` Y ' % W ' % & ! " 0 " Y ' X ! ! ' & ! " Y % a )

    0 ! 1 % v

    3

    On thew B 7 D 6 5

    menu, click

    7 G o @ G h R E .

    8

    In the} G h R 5 B H

    n

    6 h C R

    box, make sure that

    6 h 5 5 B y E

    is selected, andthen in the

    p R

    box, click the type of line you want. X " u ! W ~ ` % W Y ' % % a " b Y ! 1 " ! u Y % a ) 0 ! 1 % v

    3

    On the

    G R ymenu, click

    x R 5 y B 7 s k G 6 C 7 6 D .

    8

    On thew B 7 D 6 5

    menu, click B 4 5 @ R E

    .f

    In the Box Styles dialog box, select the options you want. X " u ! ! " W Y ' % ! ` % ' ( ! " Y % a ) 0 ! 1 % 2 e

    3

    On the

    G R ymenu, click

    g

    6 @ R h o 6 7 .

    8

    On thew B 7 D 6 5

    menu, click 6 7 4 5 @ R E

    .f

    In the Bar Styles dialog box, select the options you want.

  • 8/3/2019 Project 2007 Quick Ref

    20/24

    & 0 ~ ! & W u % ` % u % ' W & ! W ! Y % a " ! ` % X " u ' % 0 " $ % & 0 ` ! '

    ! ' % " " 1 % " 1 ! ' Y { % " ) 0 ! 1 % m

    3

    First open the project plan that contains the custom element (such asa custom table), and then open the project plan to which you want tocopy the custom element.

    8

    On the

    B B @ E menu, click

    P 7 C 6 h G R 7 .

    f

    Click the tab name that corresponds to the type of custom elementyou want to copy.

    i

    In the

    g

    q E 5 B D @ R D R h 5 E 6 6 G @ 6 @ R G h drop-down list on the left side

    of the Organizer dialog box, click the name of the project plan thatcontains the custom element.

    l

    Clickg

    B p .

    " % & " ( ! u ! & " ) 0 ! 1 % z

    3

    On the

    B B @ E

    menu, point toF 6 H 7 B

    , and then click R H B 7 o x R y F 6 H 7 B

    .8

    In theF 6 H 7 B h 6 D R

    box, enter a name for the macro (no spaces allowed).f

    In the4 5 B 7 R D 6 H 7 B G h

    box, click n

    G E A 7 B S R H 5 to store the macro in the active

    project plan or

    @ B 6 @ w G @ R to store it in the global template.

    i

    ClickP

    .l Perform the actions you want recorded in the macro.

    On the

    B B @ E

    menu, point toF 6 H 7 B

    , and then click4 5 B p R H B 7 o R 7

    . " ' ! u ! & " ) 0 ! 1 % v

    3

    On the

    B B @ E menu, point to

    F 6 H 7 B , and then click

    F 6 H 7 B E .

    8

    In theF 6 H 7 B h 6 D R

    box, click the name of the macro you want to run,and then click

    q h

    . % ( Y ! u ! & " Y ' % Y W ! ` ! W Y & ( Y " ) 0 ! 1 %

    3

    On the

    B B @ E menu, point to

    F 6 H 7 B , and then click

    F 6 H 7 B E .

    8

    In theF 6 H 7 B h 6 D R

    box, click the name of the macro you want to edit,and then click

    o G 5 .

    f

    In the Visual Basic Editor, edit the macro.i

    On thew G @ R

    menu in the Visual Basic Editor, clickg

    @ B E R 6 h o R 5 q 7 h 5 B

    F G H 7 B E B I 5 A 7 B S R H 5 .

    & " % ! % ! & W u ` ! " ) 0 ! 1 % e

    3

    On the

    B B @ E

    menu, point tog

    q E 5 B D G R

    , and then click

    B B @ 6 7 E

    .8

    Click the

    B B @ 6 7 E

    tab.

  • 8/3/2019 Project 2007 Quick Ref

    21/24

    f

    Clickx R y

    .i

    In the

    B B @ 6 7 x 6 D R box, type the toolbar name you want, and then

    clickP

    . ! ( ( ! & u u ! ' ( ! & W u ` ! " ) 0 ! 1 %

    3

    On the

    B B @ E menu, point to

    g

    q E 5 B D G R , and then click

    B B @ 6 7 E .

    8

    Click theg

    B D D 6 h o E tab.

    f

    In theg

    6 5 R C B 7 G R E list, click the category you want.

    i

    Drag the command you want from theg

    B D D 6 h o E list to the

    custom toolbar. % ( Y % 1 " ! 0 Y & Y u ! 1 % ! ' ( % ! ! 0 0 % ! " W ' ! & W u ` ! " ' )

    0 ! 1 % z

    3

    On the

    B B @ E menu, point to

    g

    q E 5 B D G R , and then click

    B B @ 6 7 E .

    8

    Click theg

    B D D 6 h o E

    tab.f

    Click the custom button you want to modify on the custom toolbar.i

    ClickF B o G I 4 R @ R H 5 G B h

    , and then point tog n

    6 h C R q 5 5 B h j D 6 C R .

    l

    In the list of images that appears, click the image you want.

    ClickF B o G I 4 R @ R H 5 G B h

    , and in thex 6 D R

    box, type the text you wantfor the custom button name.

    W % % 0 " $ % & W ! W ( ! % ) 0 ! 1 % | e

    3

    On theA 7 B S R H 5

    menu, clickA 7 B S R H 5 j h I B 7 D 6 5 G B h

    .8

    In the Project Information dialog box, in the4 5 6 5 q E k 6 5 R

    box, type orclick the status date you want, and click

    P .

    Y % a % ! " ' % ( ! ` % W & % ( ` % Y ' ( Y & ! " W ) 0 ! 1 % | e

    3

    On the

    G R ymenu, click

    F B 7 R

    G R y E .

    8

    In the More Views dialog box, click

    6 E s 4

    n

    R R 5

    , and then click9 p p @

    .f

    On the

    G R y

    menu, point to

    6 @ R h 5 7

    , and clickF B 7 R

    6 @ R E

    .iIn the More Tables dialog box, click

    6 7 h R o

    6 @ q R 4 H

    n

    R o q @ R j h o G H 6 5 B 7 E

    ,and click

    9 p p @ .

    Y % a % ! " ' % ( ! ` % & W Y ' ( Y & ! " W ) 0 ! 1 % | z

    3

    On the

    G R y

    menu, clickF B 7 R

    G R y E

    .8

    In the More Views dialog box, click

    6 E s 4

    n

    R R 5, and then click

    9 p p @ .

    f

    On the

    G R ymenu, point to

    6 @ R h 5 7 , and click

    F B 7 R

    6 @ R E .

  • 8/3/2019 Project 2007 Quick Ref

    22/24

    i

    In the More Tables dialog box, click 6 7 h R o

    6 @ q R

    g

    B E 5 j h o G H 6 5 B 7 E

    , andclick

    9 p p @ .

    & " % ! % ! ' ! " ' % ( ! ` % Y W ! ` " % 0 " ) 0 ! 1 % |

    3

    On the R p B 7 5

    menu, click

    G E q 6 @ R p B 7 5 E .

    8

    Click the9 E E G C h D R h 5 E 6 C R

    tab.f

    Click 6 7 h R o

    6 @ q R P R 7

    G D R.

    i

    In the4 R @ R H 5 @ R R @ B I q E 6 C R o 6 5 6 5 B G h H @ q o R G h 5

    n

    R 7 R p B 7 5 box, select

    the time interval you want for reporting.l

    Click

    G R y.

    In Excel, adjust the PivotTable and chart as needed.

    & " % ! % ! " % W " & % 0 ` ) 0 ! 1 % z m 2

    3

    Create a new project plan.8

    Save the new project plan that will become a resource pool.f

    Open one of the project plans you want to make a sharer plan.i

    On the

    B B @ E menu, point to

    R E B q 7 H R 4

    n

    6 7 G h C , and click

    4

    n

    6 7 R

    R E B q 7 H R E .l

    Under R E B q 7 H R E I B 7 4 n

    6 7 R 7 A @ 6 h x 6 D R , click E R 7 R E B q 7 H R E .

    In thew 7 B D

    list, click the name of your resource pool, and clickP

    toclose 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. Y % a & " W W 0 " $ % & ! W W Y 1 ' u % ' ( % ! Y ` W Y ' % " % W " & % 0 ` ) 0 ! 1 % z d m

    3

    On the

    G R y

    menu, click R E B q 7 H R E 6 C R

    .8

    In the R E B q 7 H R x 6 D R

    column, click the name of a resource.f

    On ther G h o B y

    menu, click4 p @ G 5

    to display the Resource Form. 0 ( ! % ! " % W " & % W a " b Y ' 1 Y u % Y ' % " % W " & % 0 ` ) 0 ! 1 % z d

    3

    Open the resource pool as read/write.8

    On the

    B B @ E menu, click

    g n

    6 h C R r B 7 s G h C

    G D R.

    f

    In thew B 7

    g

    6 @ R h o 6 7 box, select the name of the resource whose working

    time you want to change.i

    In thex 6 D R

    field on the H R p 5 G B h E

    tab, enter a descriptive name forthe nonworking time, such as

    6 H 6 5 G B h .

  • 8/3/2019 Project 2007 Quick Ref

    23/24

    l

    In the4 5 6 7 5

    andw G h G E

    n

    fields, type or select the start and finish dates forthe nonworking timespan.

    ClickP

    to close the Change Working Time dialog box. 0 ( ! % a " b Y ' 1 Y u % X " ! ` ` W ! " % " 0 ` ! ' W X " u % " % W " & % 0 ` ) 0 ! 1 % z d

    3

    Open the resource pool as read/write.8

    On the

    B B @ E menu, click

    g n

    6 h C R r B 7 s G h C

    G D R.

    f

    In the Change Working Time dialog box, in thew B 7 H 6 @ R h o 6 7

    box, click thebase calendar you want to change, such as Standard (Project Calendar).

    i

    In thex 6 D R

    field on the H R p 5 G B h E

    tab, enter a descriptive name for the

    nonworking time, such as B @ G o 6 .l

    In the4 5 6 7 5

    andw G h G E

    n

    fields, type or select the start and finish dates for thenonworking timespan.

    ClickP

    to close the Change Working Time dialog box. ` Y ' b ' % a 0 " $ % & ` % W % " % W " & % 0 ` ) 0 ! 1 % z e m

    3

    Open the resource pool as read/write.8

    On the4 5 6 h o 6 7 o

    toolbar, click thex R y

    button.f

    On the

    B B @ E menu, point to

    R E B q 7 H R 4

    n

    6 7 G h C , and click

    4

    n

    6 7 R

    R E B q 7 H R E .

    i

    In the Share Resources dialog box, under R E B q 7 H R E I B 7 w G @ R x 6 D R

    ,click E R 7 R E B q 7 H R E .

    l

    In thew 7 B D

    list, click the name of the resource pool, and clickP

    toclose the Share Resources dialog box.

    Save the sharer plan and resource pool. % ( Y ! W ! " % " 0 ` ! ' ! ' ( 0 ( ! % ! W W Y 1 ' u % ' ( % ! Y ` W Y ' % " % W " & % 0 ` )

    0 ! 1 % z e e

    3

    Open a sharer plan.8

    When prompted, open the resource pool.f

    In the sharer plan, make changes to assignments.i

    On the

    B B @ E

    menu, point to R E B q 7 H R 4

    n

    6 7 G h C

    , and click p o 6 5 R

    R E B q 7 H R A B B @ . & " % ! % ! & ' W ` Y ( ! % ( 0 " $ % & 0 ` ! ' ) 0 ! 1 % z e 2

    3

    On the4 5 6 h o 6 7 o

    toolbar, click thex R y

    button.8

    Save the new project plan.f

    On thej h E R 7 5

    menu, clickA 7 B S R H 5

    .

  • 8/3/2019 Project 2007 Quick Ref

    24/24

    i

    In the Insert Projects dialog box, locate and click the project plan youwant to insert into the consolidated project plan. To select multipleplans, hold down theH key while you click the name of each plan.

    l

    Clickj h E R 7 5

    . & " % ! % ! W b ( % 0 % ' ( % ' & Y % W % a % % ' 0 " $ % & W ) 0 ! 1 % z e |

    3

    Open the two project plans between which you want to create a taskdependency.

    8

    Switch to the project plan that contains the task you want to make thesuccessor task.

    f

    On the

    G R y menu, click

    6 h 5 5

    g n

    6 7 5 .i

    Click the name of the task you want to make the successor task.l

    On the4 5 6 h o 6 7 o

    toolbar, click the

    6 E s j h I B 7 D 6 5 G B h button.

    Click theA 7 R o R H R E E B 7 E

    tab.

    In thej k

    column, click the next empty cell below any otherpredecessor tasks, and enter the name of the predecessor task fromthe other project file in this format: File name\Task ID, such as

    A 6 7 h R @ @

    9 R 7 B E p 6 H R A 7 B D B

    .

    PressF, and click P to close the Task Information dialog box.