John Riopel covers saving the report as a template to the exercise location and how this template can be distributed to others in the organization without having to recreate.
- [Voiceover] We now have our Visio diagram…exactly the way the team had been looking for it.…We can zoom in by holding down the Ctrl key,…and zoom out to see the data elements…that we've added to each and every piece.…We can look over the baseline cost, actual cost,…or cost variance for any given data item.…And, we know how to collapse or expand a various item.…So, we can see how well the projects has been doing.…Now, we'd like to save this as a template,…so that we can use it across multiple projects…in the future.…
So, we're going to go to the File menu, and select Save As.…Now, in my case, I've put my first one…into the exercise folder, so I'm going to make sure…that I have it selected and, of course,…you want to make sure that you have selected…the Visio template option, not the Visio drawing type.…So, we'll select Vision template.…I'm going to save, which will overwrite the existing one…that I have there, and I'll replace it.…Now, in this case, I've created this nice template.…
However, you may want to distribute this to other users.…
NOTE: This course was designed in collaboration with Bonnie Biafore. The techniques shown work equally well with Microsoft Project 2010, 2013, and 2016.
- Explain how to edit a report template.
- Recall how to insert a graph into a visual Excel template.
- Recognize the steps to take in order to add additional functionality into a Visio WBS diagram.
- Determine the steps to expand on a data set in an Excel report.
- Identify three PivotChart tools.