Join Bonnie Biafore for an in-depth discussion in this video Saving customized and new elements, part of Advanced Microsoft Project.
- Project saves elements you customize…in your active Project file.…If you create new ones,…by default Project saves them in your global template…and your active Project file.…To see how all of this works,…let's start by looking at what view and table…I have applied here.…On the TASK tab, I click the bottom half…of the Gantt Chart button.…The check mark next to Gantt Chart…tells me that I have the Gantt Chart view applied.…If I go to the VIEW tab and click the Tables button,…there's a check mark in front of the Entry table…so I have the Entry table applied.…
Let's make some changes to the Entry table.…I'm going to drag the vertical divider in the view…all the way over to the right…so I can see the columns in this table.…The first change that I'm going to make…is I'm going to take out the Successors column.…I'm going to right click the heading…and then on the shortcut menu,…choose Hide Column.…On the other hand, I want to insert the Work column…in between Duration and Start…so I'm going to right click the Start heading…
Author
Bonnie Biafore
Updated
11/5/2015Released
5/14/2015Viewers will then learn how to customize fields and generate cool graphical and visual reports. Finally, the course shows how to share various customizations and configurations as well as best practices for managing multiple projects.
Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click here.
The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc.
- Recalculating duration, work, and units for assignment changes
- Adding, removing, and replacing resources
- Defining part-time resources
- Setting cost rates
- Accounting for overtime costs
- Working with earned value
- Exchanging data with other programs
- Customizing fields and reports
- Sharing customizations
- Sharing resources and linking tasks between projects
Skill Level Intermediate
Duration
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Introduction
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Welcome2m 1s
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1. Options for Opening and Saving Project Files
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2. Mastering Resource Assignments
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Keeping task duration fixed3m 26s
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Maintaining total task work3m 33s
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3. Managing Project Costs
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4. Working with Earned Value
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5. Exchanging Data with Other Programs
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Hyperlinking in Project6m 3s
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6. Customizing Fields
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Understanding custom fields3m 32s
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Naming a custom field2m 35s
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7. Customizing Graphical Reports
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8. Customizing Visual Reports
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9. Sharing Customizations
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10. Working with Multiple Projects
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Creating a master project4m 32s
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Conclusion
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Goodbye1m
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Video: Saving customized and new elements