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Built-In Views (1 of 2)
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Built-In Views (2 of 2)
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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)
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The More Views Dialog Box (3 of 3)
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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)
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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)
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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)
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Dashboard Reports (1 of 2)
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Resource Reports
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Cost Reports (1 of 2)
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Cost Reports (2 of 2)
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In Progress Reports
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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
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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)
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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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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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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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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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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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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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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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