Join Bonnie Biafore for an in-depth discussion in this video Using the ribbon, part of Microsoft Project 2010 Essential Training.
- You're probably used to the Office ribbon from working with other Microsoft programs like Word or Excel. Although Project's ribbon tabs are different from the ones in those programs, they make a lot of sense because they focus on major aspects of projects, tasks, resources, projects themselves, and so on. The first tab is the File tab. Microsoft calls it the Backstage, and that's probably because we're Project rock stars. On the File tab, you can do things like open, close, save, print, and share your files.
As you might expect, the Task tab has task-related commands. You can do things like link tasks or insert tasks into your project. On the other hand, the Resource tab is all about resources. You can add resources to your project, assign them to tasks, or level assignments to get rid of overallocations. The Project tab has project-wide activities. You can do things like set your working time, or set a baseline for your project.
In Project 2010, you can also run reports from the Project tab. The View tab has settings for views in general. You can choose the view you wanna see, or apply a different table to the view, or apply a filter. You can also change the timescale for the view. In the Split View section, you can turn on the Timeline check box to display the Timeline at the top, or you can turn on the Details check box to show the details pane at the bottom.
Finally, the Format tab has settings for the current view. The label above the Format tab shows you which view you're working on. In this case, it's the Gantt Chart. Now, as far as working with the ribbon, if you need more space, you can collapse it. Right-click anywhere in the ribbon, and choose Minimize the Ribbon. That hides everything but the tabs. Then, when you click a tab, you'll see all the features on it. When you choose a command on the ribbon, it hides again.
If you wanna restore the ribbon, right-click it again and choose Minimize the Ribbon, and that brings it back so it stays visible. The other trick with the ribbon is it adjusts to fit the width of your window. On the Task tab, you have the Insert section, which has several commands for inserting different kinds of tasks. Now, if I make my window a lot narrower, that section goes down to one single button. If you click the down arrow, you can then get to all the commands in that section.
But if I drag and make the window wider again, all of the commands come back. And that's how the Project ribbon organizes features, so it's easy to choose commands depending on what you're trying to do.
- Setting up projects and calendars
- Creating tasks and milestones
- Linking and timing tasks
- Setting up and assigning resources
- Understanding duration, work, and units
- Filtering and grouping items with views
- Adding tasks to a baseline
- Updating progress and costs
- Viewing project status
- Running reports
- Importing and exporting projects
Skill Level Beginner
1. Working with Project
2. Setting Up Project Files
3. Creating Tasks
4. Linking and Timing tasks
5. Creating Resources
6. Assigning Tasks to Resources
7. Working with Views
8. Fine-Tuning the Project Schedule
9. Tracking and Managing a Project
10. Viewing and Reporting Project Information
11. Sharing Projects
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