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Tracking and Analyzing a Project

• Apply and Customize Views


• Share Data with Other Applications
• Configure and Display Reports and Dashboards
• Connect and Share Data with SharePoint
• Extend Microsoft Project’s Capabilities with External Tools

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Built-In Views (1 of 2)

Value Description Use


Shows the tasks in the project schedule in calendar To see which tasks are scheduled for a particular
Calendar format. You can view tasks by month, week, or a time period.
custom time period you select.
Shows project tasks in two ways: as a list and as bars To see a list of your tasks and a graphical
Gantt Chart plotted against the project timeline. representation of when they are scheduled to occur.
Shows tasks as boxes and the dependencies between To see a graphical representation of how tasks are
Network Diagram them as arrows. sequenced.
Shows information about each resource, such as To see and update information for one resource at a
assigned tasks, and the amount of work scheduled time, without having to use the Resource
Resource Form and scheduled start and finish dates for those Information dialog box.
assigned tasks. Information is shown for one resource
per screen.
Shows the percentage that each resource is being To see when each resource is normally allocated and
used (per unit of time in the timeline) in a graphical overallocated.
Resource Graph format, with blue bars for normally allocated time and
red bars for overallocated time. Information is shown
for one resource per screen.
Lists all of the project resources and relevant To see a list of all the project resources and detailed
Resource Sheet information for each, such as their max units, information about each one.
standard rate, overtime rate, cost per use, accrual
rate, base calendar, etc.
Shows all of the resources, the tasks to which each is To see how many hours a resource will use in total,
assigned, and how many hours each task is scheduled for a specific task, or for a specific period of time.
Resource Usage
to take (per unit of time in the timeline) in a table
format.

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Built-In Views (2 of 2)

Value Description Use


Shows information about each task, such as the To see and update information for one task at a time,
resources assigned to it, and the amount of work without having to use the Task Information dialog
Task Form scheduled and scheduled start and finish dates for box.
those assigned resources. Information is shown for
one task per screen.
Lists all of the project tasks and relevant information To see a list of all the project tasks and detailed
Task Sheet for each, such as their duration, start and finish dates, information about each one.
predecessors tasks, resource names, etc.
Shows all of the tasks, the resources that are assigned To see how many hours a task or its assigned
to each, how many hours each task is scheduled to resources will use in total, for a specific tasks, or for
Task Usage take, and how many hours each resource is scheduled a specific period of time.
to the task (per unit of time in the timeline) in a table
format.
Shows all of the resources and the tasks to which To see a graphical representation of each resource,
Team Planner each is assigned (per unit of time in the timeline) in a the tasks to which each is assigned, and when each
graphical format. Overallocated resources appear in resource will work on its assigned tasks.
red.
Shows the tasks in the project schedule plotted To see key tasks and their location in the project
against the project timeline. You can zoom in or out to schedule.
Timeline
view the tasks at a high-level or at a more detailed
level.
Shows the task list and both baseline and scheduled To see a graphical representation comparing the
Tracking Gantt bars for each task, plotted against the project baseline schedule with the actual schedule.
timeline.

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The More Views Dialog Box (1 of 3)

There are additional views accessible from the More Views dialog box, which you can
access by selecting More Views from any of the view command drop-downs.

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The More Views Dialog Box (2 of 3)

Value Description Use


Shows a simplified, high-level view of all tasks in the To see a high-level summary of the project.
Bar Rollup project plan.
Descriptive Network Shows more information for each node than in the To see a more detailed graphical representation of
Diagram regular network diagram view. how tasks are sequenced.
Shows more information about each task in the task To see a more detailed list of your tasks and a
Detail Gantt bar, including the critical path, than in the regular graphical representation of when they are scheduled
Gantt Chart view. to occur.
Shows the Timeline view at the top portion of the To see the high-level view of the project tasks in the
Gantt with Timeline screen and the Gantt Chart view in the lower portion. timeline and the refined details of the tasks in the
Gantt Chart simultaneously.
Shows scheduled delays in the Gantt Chart that have To see what changes have been made to the project
Leveling Gantt been caused by resource leveling. schedule via the automatic leveling feature.
Milestone Date Shows all the tasks as summary bars in the Gantt To see a high-level summary of the project with
Rollup Chart, with milestone marks and dates labeled. milestones and dates.
Shows all the tasks as summary bars in the Gantt To see a high-level summary of the project with
Milestone Rollup Chart, with milestone marks labeled. milestones.
Multiple Baselines Shows a Gantt Chart with all of the baselines that To see a comparison of schedules amongst multiple
Gantt have been set for all tasks in the project. baselines.
Shows each task, its predecessors and successors, and To see a more detailed graphical representation of
Relationship the type of dependencies that exist amongst them in the relationships between tasks in the project plan.
Diagram a graphical format. Information is shown for one task
per screen.

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The More Views Dialog Box (3 of 3)

Value Description Use


A split view that shows the Resource Usage view in To see how resources are allocated to individual
the top portion of the screen and a Gantt Chart in the tasks in the project plan.
lower portion. When a task is selected in the
Resource Allocation
Resource Usage table at the top, just the information
relative to that specific task is displayed in the Gantt
Chart.
Shows information about each resource, similar to the To see and update information for one resource at a
Resource Name
Resource Form view, but in less detail. Information is time, without having to use the Resource
Form
shown for one task per screen. Information dialog box.
Shows information about each task, similar to the To see and update information for one task at a time,
Task Details Form Task Form view, but in greater detail. Information is without having to use the Task Information dialog
shown for one task per screen. box.
A split view that shows the Gantt Chart view in the To see and update task information for one task at a
top portion of the screen and the Task Form view in time, without having to use the Task Information or
Task Entry the lower portion. When a task is selected in the task Resource Information dialog boxes.
list at the top, just the information relative to that
specific task is displayed in the Task Form.
Shows information about each resource, similar to the To see and update information for one task at a time,
Task Name Form Task Form view, but in less detail. Information is without having to use the Task Information dialog
shown for one task per screen. box.

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Methods for Viewing Data (1 of 4)

There are a number of commands in the Data and Zoom command groups on the View tab
that you can use to display just the data that you specifically want to view.

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Methods for Viewing Data (2 of 4)

Method Description
You can use the Sort command to arrange the tasks or resources listed in the current view in
a different order than they currently appear. From the Sort drop-down list, you can choose
The Sort command one of the pre-defined sort criteria to apply—by Start Date, by Finish Date, by Priority, by
Cost, or by ID—or you can specify your own sort criteria selecting Sort By and setting your
parameters in the Sort dialog box.
You can use the Outline command to specify how much detail about the project is shown.
From the Outline drop-down list, you can choose which level of detail to display:
• Show Subtasks displays all of the subtasks under a selected task.
The Outline command • Hide Subtasks hides all of the subtasks under a selected task.
• All Subtasks displays all of the subtasks for the entire project.
• Level 1 through Level 9 displays all of the tasks at the selected level of indentation (1
through 9).

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Methods for Viewing Data (3 of 4)

Method Description
You can use the Tables command to display different sets of fields in a table, within the
current view. From the Tables drop-down list, you can choose which data set you want to
display in the table:
• Cost displays cost information about project tasks, such as fixed costs, baseline costs,
actual costs, etc.
• Entry displays task information about project tasks, such as duration, start and finish
dates, etc. (This is the default view.)
• Hyperlink displays links to additional task information on a computer, network, or
website.
• Schedule displays schedule information about project tasks, such as scheduled start and
finish dates, slack, etc.
The Tables command • Tracking displays actual task information rather than scheduled task information, such as
actual start and finish dates, actual cost, actual work, etc.
• Variance displays the difference between the actual and baseline dates, such as actual
start and finish dates, baseline start and finish dates, start and finish variance, etc.
• Work displays the difference between the actual and baseline work, such as scheduled
work, baseline work, actual work, remaining work, etc.
• Summary displays a comprehensive view of important task information, such as duration,
start and finish dates, percent completed, cost, work, etc.
• Usage displays resource usage information about project tasks, such as scheduled work,
duration, start and finish dates, overtime work, actual overtime work, etc.
• More Tables open the More Tables dialog box, where you can select even more tables in
which to view specific sets of your project’s data.

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Methods for Viewing Data (4 of 4)

Method Description
You can use the Highlight command to visually call out items in the current view that meet
specific, selected criteria. From the Highlight drop-down list, you can choose a commonly
used criteria that you want to highlight in your project data—such as Active Tasks,
The Highlight command
Completed Tasks, Critical tasks, Late Tasks, Milestones, and so on—or you can choose More
Highlight Filters to open the More Filters dialog box and select from the entire list. To
remove the highlighting from the current view, select Clear Highlight from the drop-down.
You can use the Filter command to only display items in the current view that meet specific,
selected criteria. From the Filter drop-down list, you can choose a commonly used criteria
that you want to filter your project data by—such as Active Tasks, Completed Tasks, Critical
The Filter command
tasks, Late Tasks, Milestones, and so on—or you can choose More Filters to open the More
Filters dialog box and select from the entire list. To remove the filter from the current view,
select Clear Filter from the drop-down.
You can use the Group by command to group like items together in the current view based
on specific, selected criteria. From the Group by drop-down list, you can choose a commonly
used criteria that you want to group your project data by—such as Active v. Inactive tasks,
The Group by command Complete and Incomplete Tasks, Constraint Type, Priority level, Resource assignments, and
so on—or you can choose More Groups… to open the More Groups dialog box and select
from the entire list. To remove the grouping from the current view, select Clear Group from
the drop-down.
You can use the Timescale command to select the increment of time that is displayed in your
current view. From the Timescale drop-down list, you can choose a commonly used time
The Timescale command frame—such as Hours, Days, Weeks, Months, Quarters, Years, and so on—or you can
choose Timescale to open the Timescale dialog box and format the timescale to suit your
personal preferences.

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New Views

You can use the New button in the More Views dialog box to create your own custom
views, which you can then access from the various view commands drop-down lists.

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The Define New View Dialog Box

When you select the New command to create a new view, the Define New View dialog box
appears, where you choose whether to create a single view or a combination view.

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Single View

You would select Single view if you want to create a view where you only see information in
a single pane. Then, in the View Definition dialog box, you would configure the view.

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Combination View

You would select Combination view if you want to create a split view where you see overall
information in one pane and detailed information about selected project items in another
pane. Then, in the View Definition dialog box, you would configure the view.

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Additional Tools for Customizing Views

Tool Description
Sometimes, you might find that editing an existing view is more useful than
creating a new view from scratch. You can use the Edit button to modify a built-
Edit in view or one you created previously to customize it to suit your specific needs.
Selecting Edit will open a View Definition dialog box similar to the one for new
views.
If you choose to modify an existing view to customize it for your needs, it’s a
good idea to make a copy of it first so that the original view remains unchanged.
Copy You can use the Copy button to make a copy of a built-in view or one you
created previously. Selecting Copy will open a View Definition dialog box similar
to the one for new views.
Unless you have disabled the setting, most elements that you modify or create
in Microsoft Project are saved within the Global template (Global.MPT) and are
accessible in all project files. The Organizer is a tool that you can use to copy
Organizer and reuse these elements—including views, reports, tables, calendars, etc.—
between projects. If you have created customized views in other projects, you
can copy them to your existing project plan via the Global template through the
Organizer.

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Methods of Importing Tasks (1 of 2)

There are a variety of ways to import tasks:


• Copy and paste task information from another program into the appropriate task
entry field in the project plan.
• Create a new project plan from an existing Excel spreadsheet or SharePoint task list
using the appropriate new file type on the Start or New screens.
• Import tasks from other file types, including Excel files, text-only or ASCII files, CSV
files, or XML files.

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Methods of Importing Tasks (2 of 2)

To import other files types, you must enable this option in the Trust Center for Microsoft
Project.

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The Import Wizard Dialog Box

When you open a non-project plan file in Microsoft Project, the Import Wizard walks you
through the steps to import data from the file.

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Save Project As File Options (1 of 2)

There are a variety of ways that you can save your project as another file type:
• Save the project plan as a legacy Microsoft Project file, including the Microsoft
Project 2010-2016 file formats or the Microsoft Project 2007 file format.
• Save the project plan as a Microsoft Project template, including the Microsoft Project
2010 to 2016 template format or the legacy Microsoft Project 2007 template format.
• Save the project plan as another file type, including PDF files, Excel files, text-only or
ASCII files, CSV files, XML files, and XPS files.

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Save Project As File Options (2 of 2)

To save your project plan as another file type, select Export on the Backstage view and then
select the Save Project as File option.

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The Export Wizard Dialog Box

When you save a Microsoft Project file as another file type, the Export Wizard walks you
through the steps to export data from the file.

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The Timeline Tools Format Contextual Tab

You can format the Timeline in a more detailed manner using the Timeline Tools Format
contextual tab, which appears in the ribbon when you click anywhere in the Timeline pane.

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The Copy Timeline Command (1 of 2)

The Copy Timeline command includes three options for copying your timeline and pasting it
within another application for a variety of uses.

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The Copy Timeline Command (2 of 2)

Copy Option Description


This option copies the Timeline to the Windows clipboard for you to
paste into the body of an Outlook® email message. The pasted image
For E-mail
will be relatively small in size and may not show all of the same data
points as the Timeline as you are seeing it in Microsoft Project.
This option copies the Timeline to the Windows clipboard for you to
paste into a slide in a Microsoft® PowerPoint® presentation. The
For Presentation pasted image will be slightly larger in size than the email copy and
may not show all of the same data points as the Timeline as you are
seeing it in Microsoft Project.
This option copies the Timeline to the Windows clipboard for you to
paste into any Office® document. The pasted image will retain the size
and data points that are being displayed in the Timeline as you are
Full Size
seeing it in Microsoft Project. You may find this option especially
useful for including in Word® or Publisher® documents that you plan
to share or print.

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The Visual Reports Dialog Box

When you select the Visual Reports command, the Visual Reports - Create Report dialog
box opens, where you choose your report parameters and generate the visual report.

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Built-In Reports

Microsoft Project has a number of built-in reports in the View Reports command group,
which are grouped into four types: Dashboards, Resources, Costs, and In Progress.

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Dashboard Reports (1 of 2)

Report Type Description Use


Burndown Displays two side-by-side line charts. The Work To see if your project is ahead of schedule, on
Breakdown chart shows how much work has been schedule, or behind schedule.
completed and how much is left. The Task Burndown  
chart shows how many tasks have been completed For instance, if either the Remaining Cumulative
and how many are left. Work or Remaining Tasks line is steeper than the
others, then the project might be tracking behind
schedule.
Cost Overview Displays three widgets showing the total cost, To see if your project is under budget, on budget, or
remaining cost, and percent complete, and two charts over budget.
and a table illustrating the status of project costs. The  
Progress Versus Cost shows progress made versus the For instance, if the Cumulative Percent Complete
cost spent over time. The Cost Status table shows the line is below the Cumulative Cost line, your project
cost status for the top-level tasks in a table format, may be over budget.
while the Cost Status chart shows it graphically.
Project Overview Displays a widget showing the percent complete, and To see how much of your project is complete.
a chart and two tables illustrating the status of project
tasks. The % Complete chart shows the status for all
the top-level tasks. The Milestone Due table shows
milestone tasks that are due to be completed soon.
The Late Tasks table shows tasks that are past due.

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Dashboard Reports (1 of 2)

Report Type Description Use


Upcoming Tasks Displays a widget showing the percent of work To see how much of your project still needs to be
complete, and a chart and a table illustrating tasks completed, and which tasks are scheduled to be
that are starting or finishing within the next week. The completed soon.
Tasks Starting Soon table shows the status of tasks
scheduled to start in the next 7 days, while the
Remaining Tasks chart shows the status of tasks
scheduled to finish in the next 7 days.
Work Overview Displays three widgets showing the percent of work To see how much work has been completed and how
complete, the remaining work, and the actual work much work still needs to be completed.
and four charts illustrating work and resource data.
The Work Burndown chart shows how much work
has been completed and how much is left. The Work
Stats chart shows how much work has been
completed and how much is left for the top-level
tasks. The Resource Stats chart shows how much
work has been completed and how much is left for
each resource. The Remaining Availability chart
shows the remaining work availability for each
resource.

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Resource Reports

Report Type Description Use


Overallocated Shows two charts illustrating information To see which resources are assigned more
Resources about your overallocated resources. The Work work than they can accomplish in the time
Status chart shows the actual and remaining allotted.
work for overallocated resources. The
Overallocation chart shows surplus work
assigned to overallocated resources.
Resource Shows two charts and a table illustrating To see the status of all project resources.
Overview information about your project resources. The
Resource Stats chart shows how much work
has been completed and how much is left for
each resource. The Work Status chart show
the percent of work completed by each
resource. The Resource Status table shows
the amount of remaining work for each
resource.

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Cost Reports (1 of 2)

Report Type Description Use


Cash Flow Displays four widgets showing the actual, baseline, To see how much has been spent on the project to
and remaining costs and the cost variance, and a date.
chart and a table illustrating the overall project costs.
The chart shows the project’s cumulative cost and
cost per quarter. The table shows cost information for
all top-level tasks.
Cost Overruns Displays two charts and two tables illustrating how To see which tasks and resources are over budget.
much has been overspent on project tasks and
resources. The Task Cost Variance chart and table
show cost variance for all top-level tasks. The
Resource Cost Variance chart and table show cost
variance for each resource.
Earned Value Report Displays three widgets showing the estimated cost at To see if the project is behind schedule or over
completion (EAC), the actual cost of work performed budget.
(ACWP), and the budgeted cost of work performed
(BCWP) and three charts illustrating the earned value
for the project. The Earned Value Over Time chart
shows the project’s earned value over the life of the
project to date. The Variance Over Time chart shows
cost and schedule variances over the life of the
project to date. The Indices Over Time chart shows
cost and schedule performance indicators over the life
of the project to date.

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Cost Reports (2 of 2)

Report Type Description Use


Resource Cost Displays two charts and a table illustrating overall To see the cost status for all project resources.
Overview resource costs. The Cost Status chart shows the
current cost associated with each resource. The Cost
Distribution chart shows how costs are spread out
over the different types of resources. The Cost Details
table shows cost details for each resource.
Task Cost Overview Displays two charts and a table illustrating overall task To see the cost status for all project tasks.
costs. The Cost Status chart shows the current cost
associated with each task. The Cost Distribution chart
shows how costs are spread out over the tasks in the
project plan. The Cost Details table shows cost details
for the top-level tasks.

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In Progress Reports

Report Type Description Use


Critical Tasks Displays a pie chart and a table illustrating the current To see the progress of all tasks in the critical path.
status of all tasks in the critical path.
Late Tasks Displays a pie chart and a table illustrating all the To see which tasks are behind schedule.
tasks that are currently tracking late according to the
schedule.
Milestone Report Displays three tables and a chart illustrating the To see the status of all milestones for the project.
current status of the project’s milestones. The Late
Milestone table shows milestones that are past due.
The Milestones Up Next table shows milestones that
are due in the next 30 days. The Completed
Milestones table shows milestones that are 100%
complete. The chart tracks the remaining scheduled
tasks against the remaining actual tasks.
Slipping Tasks Displays a chart and a table illustrating all tasks that To see which tasks have been or will be completed
are currently behind schedule. The chart tracks the later than planned.
remaining cumulative work against the remaining
cumulative actual work. The table shows slipped tasks
(where the finish date is beyond the baseline finish
date).

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The New Report Command

The New Report command provides you with four types of custom reports that you can
create: Blank, Chart, Table, or Comparison.

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New Report Types

Report Type Description Use


Blank Generates a report that is empty except To create a report from scratch.
for the report title.
Chart Generates a report that contains a single To display your project information
chart and a report title. graphically.
Table Generates a report that contains a single To display your project data in a tabular
table and report title. format.
Comparison Generates a report that contains two To graphically compare two sets of
side-by-side charts and a report title. project data.

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The Report Tools Design Contextual Tab (1 of 2)

When you generate a new report, the Report Tools Design contextual tab appears on the
ribbon.

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The Report Tools Design Contextual Tab (2 of 2)

Command Group Commands and Descriptions


Themes  The Themes command changes the graphic theme for the report. You can
choose from over 20 different themes.
 The Colors command changes the color palette of the report. You can
choose from over 20 different color palettes or create a custom palette.
 The Fonts command changes the fonts used in the report. You can choose
from over 20 different font combinations or create your own.
 The Effects command applies 3D effect to objects in the report.
Insert  The Images command inserts photos or graphics into the report.
 The Shapes command inserts geometric shapes into the report.
 The Chart command inserts a chart into the report.
 The Table command inserts a table into the report.
 The Text Box command inserts a text box into the report.
Report  The Manage command allows you rename and organize your reports.
 The Copy Report command copies the report to the clipboard so that you
can paste it into another document.
Page Setup  The Page Breaks command displays where page breaks will appear in the
report when it is printed.
 The Margins command sets the margins for the report when it is printed.
 The Orientation command sets the page layout (Portrait or Landscape) for
the report when it is printed.
 The Size command sets the paper size for the report when it is printed.

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Chart Tools (1 of 4)

The Chart Tools Design contextual tab is used to change the way the chart looks in the
report.

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Chart Tools (2 of 4)

You can use the commands on the tab to perform the following modifications:
• The Add Chart Element command adds titles, labels, and other elements to the chart.
• The Quick Layout command changes how information is graphically presented in the
chart.
• The Change Colors command changes the color scheme for the data elements (bars,
lines, etc.) in the chart.
• The Chart Styles command changes the graphical look of the chart.
• The Chart Data command shows or hides the Field List at the right of the screen, where
you can select the data that appears in the chart.
• The Change Chart Type command changes the chart type (such as from column chart to
line chart, etc.).

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Chart Tools (3 of 4)

The Chart Tools Format contextual tab is used to format shapes or text boxes that have
been added to the chart report.

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Chart Tools (4 of 4)

You can use the commands on the tab to perform the following modifications:
• The Chart Elements command selects the element that needs to be formatted.
• The Format Selection command opens the format pane for the selected element.
• The Reset to Match Style command clears the custom formatting you have applied and returns the
element to the default style.
• The Shapes command inserts the selected shape into the chart.
• The Change Shape command changes the shape of the drawing but preserves any formatting that
has been applied.
• The Shapes Quick Styles command applies a visual style to the selected shape.
• The Shape Fill command fills the selected shape with a solid color, gradient, picture, or texture.
• The Shape Outline command outlines the selected shape with a color, width, and line style.
• The Shape Effects command applies a visual effect to the selected shape, such as a shadow, glow,
etc.
• The WordArt Quick Styles command applies a WordArt style to the selected text box.
• The Text Fill command fills the selected text with a solid color, gradient, picture, or texture.
• The Text Outline command outlines the selected text with a color, width, and line style.
• The Text Effects command applies a visual effect to the selected text, such as a shadow, glow, etc.
• The Bring Forward and Send Backward commands (in the Arrange command group) move the
selected object forward or backward in the view.
• The Height and Width commands (in the Size command group) changes the height or width of the
selected object.
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Table Tools (1 of 4)

The Table Tools Design contextual tab is used to change the way the table looks in the
report.

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Table Tools (2 of 4)

You can use the commands on the tab to perform the following modifications:
• The Table Style Options commands add selected types of rows and columns to the table.
• The Table Styles command changes the graphical look of the table.
• The Shading command changes the shading of the cells in the table.
• The Effects command applies a visual effect to the table, such as a shadow or reflection.
• The WordArt Quick Styles command applies a WordArt style to the table text.
• The Text Fill command fills the table text with a solid color, gradient, picture, or texture.
• The Text Outline command outlines the table text with a color, width, and line style.
• The Text Effects command applies a visual effect to the table text, such as a shadow,
glow, etc.
• The Table Data command shows or hides the Field List at the right of the screen, where
you can select the data that appears in the table.

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Table Tools (3 of 4)

The Table Tools Layout contextual tab is used to modify the layout of the tables that have
been added to the table report.

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Table Tools (4 of 4)

You can use the commands on the tab to perform the following modifications:
• The Select command selects the portion of the table that will be modified.
• The Delete Table command removes the selected table from the report.
• The Height command (in the Cell Size command group) changes the height of the selected rows.
• The Width command (in the Cell Size command group) changes the width of the selected columns.
• The Distribute Rows command makes all the selected rows the same height.
• The Distribute Columns command makes all the selected columns the same width.
• The Align Left command aligns the text in the selection to the left margin.
• The Center command aligns the text in the selection to the horizontal center.
• The Align Right command aligns the text in the selection to the right margin.
• The Align Top command aligns the text in the selection to the top margin.
• The Center Vertically aligns the text in the selection to the vertical center.
• The Align Bottom command aligns the text in the selection to the bottom margin.
• The Text Direction command changes the direction of the text in the selection.
• The Height command (in the Table Size command group) changes the height of the entire table.
• The Width command (in the Table Size command group) changes the width of the entire table.
• The Bring Forward and Send Backward commands (in the Arrange command group) move the
selected object forward or backward in the view.

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2015 Logical Operations, Inc. All rights reserved. 44
The Field List Task Pane (1 of 2)

The Field List task pane allows you to change which types of fields are displayed in the
selected chart or table in a report.

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2015 Logical Operations, Inc. All rights reserved. 45
The Field List Task Pane (2 of 2)

There are a number of options that you can select to customize the data that appears in
your chart or table:
• Select either Tasks or Resources to display task information or resource information.
• From the Select Category drop-down, select which type of data to display.
• From the drop-downs in the Select Fields area, select which fields you want to display.
• From the Filter drop-down, select a criterion to refine what data will display.
• From the Group By drop-down, select a criterion to organize similar data together.
• From the Outline Level drop-down, select the level of task information to display. (This
option will not be active when viewing resource information.)
• Check the Show Hierarchy check box to view the information in a hierarchy structure if
applicable.
• From the Sort By drop-down, select a criterion to order how the information will display.

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2015 Logical Operations, Inc. All rights reserved. 46
The Sync with SharePoint Screen

You can sync your project plan with SharePoint using the Sync with SharePoint option on
the Save As screen or the Share screen.

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2015 Logical Operations, Inc. All rights reserved. 47
Office Add-ins (1 of 2)

Office Add-ins are useful apps, developed by third-party vendors, that you can insert into
your Microsoft Project environment to enhance the application and help you work more
efficiently.

You can view and install any of the add-ins that are available on the Office Store by selecting
the Browse Office Store command on the Project tab. You can access and manage any add-
ins that you have previously installed by selecting the My Add-ins command.

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2015 Logical Operations, Inc. All rights reserved. 48
Office Add-ins (2 of 2)

From the Office Add-ins window, you can search for and install add-ins that will help
enhance your experience and work productivity in Microsoft Project.

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2015 Logical Operations, Inc. All rights reserved. 49
OneDrive

By default, Office programs will save your work to your OneDrive account, unless you
choose a different location. You can also choose to save your files to your OneDrive account
from the Save As screen.

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2015 Logical Operations, Inc. All rights reserved. 50

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