Quick Reference

On the Windows taskbar, click the On the menu, point to then click
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On the Windows taskbar, click the button. On the menu, point to , click , and then click . If the Project Server Security Login dialog box appears, click . In the Login dialog box, in the box, select , and then click . On the menu, click . In the task pane, under In the Templates dialog box, click the Click the template you want, and then click
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tab.

On the menu, click the name of the view you want. If the view is not listed, click . In the More Views dialog box, click the name of the view you want, and click . On the menu, click . Click a report category, or to see all reports, click click . Select the report you want, and then click or
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On the menu, click . Click a visual report tab, and then click the visual report you want.
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button. , click .
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On the menu, click . In the box, select the base calendar you want to edit (normally ). In the eld on the tab, enter a descriptive name for the nonworking time, such as . In the and elds, type or select the start and nish dates for the nonworking timespan. Click . On the menu, click . In the Properties dialog box, click the information you want.
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On the In the
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table, enter a name for the milestone. eld, type , and then press F.

In a task view, such as the Gantt Chart view, click a cell in the column. Type the task duration, and then press F.
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In a task view, such as the Gantt Chart view, click a cell in the column. Enter a task name and then press F.
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On the In the On the In the Click .

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menu, click . task pane, click . menu, click . box, type or select the project start date you want.

tab, and then enter the

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Select the names of tasks that you would like to become subtasks of a summary task. On the menu, point to , and then click . Select the adjacent tasks. On the menu, click
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Select the rst task, which will be the predecessor task. While holding down the H key, select the second task. This will be the successor task. On the menu, click . Select the name of a task. On the menu, click . In the box, type the note you want, and then click
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Select the name of a task. On the menu, click . In the box, type the text you want to appear when you hover over the hyperlink. In the box, type the destination hyperlink you want, and then click . On the menu, click In the Project Information dialog box, click

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On the In the

menu, click (or another resource view). eld, enter the resources name.

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In the eld, click . In the eld, type or click the maximum capacity of this resource to accomplish any task. Enter whatever other resource information would be useful to your project. Repeat steps 2 through 5 for each resource. On the menu, click . In the eld, enter the material resources name. In the eld, click . In the eld, enter the unit of measure you want to use for this resource. For example, you might measure cement in pounds or tons. In the eld, enter the cost per unit of measure for this material resource. Enter whatever other resource information would be useful for our project. Repeat steps 2 through 6 for each material resource.
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On the menu, click . In the eld, enter the resources pay rate per standard pay period (such as hourly, weekly, or monthly). If the resource should accrue overtime pay, enter his or her overtime pay rate in the eld. If the resource accrues a per-use cost, enter that amount in the eld. In the eld, click the method by which the resource accrues cost. Repeat steps 2 through 5 for each resource.
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menu, click

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In the box, click the name of the resource whose working time you want to change. In the eld on the tab, enter a descriptive name for the nonworking time, such as . In the and elds, type or select the start and nish dates for the nonworking timespan. Click . On the menu, click . In the box, click the name of the resource whose working time you want to change. Click the tab in the Change Working Time dialog box. Click or enter a new name and period, and then click . Select the working time options you want for the work week, and then click . Switch to a resource view, such as the Resource Sheet view. Click the name of the resource for which you want to create a note. On the menu, click . In the Resource Information dialog box, type the note you want associated with this resource and then click .
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In a task view, such as the Gantt Chart view, on the menu, click . Click the name of the task to which you want to assign a resource. In the column of the Assign Resources dialog box, click a resource, and then click .
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Assign an additional resource to a task. Click the button, and choose the action you want. On the toolbar, click
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In the Gantt Chart view, click the name of the task to which you want to assign a material resource. In the column of the Assign Resources dialog box, click a resource, and in the column, enter the unit value you want. Press F or click . On the toolbar, click . In the Gantt Chart view, click the name of the task to which you want to assign a cost resource. In the column of the Assign Resources dialog box, click column, enter the cost value you want. a resource, and in the Press F or click .
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On the menu, click . Follow the instructions that appear on your screen. On the menu, point to , and then click . On the toolbar, click the button, and then drag a small box anywhere on the chart portion of a Gantt Chart view. In the box you just drew, type the text you want.
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On the menu, click . In the More Views dialog box, click the views name, and then click In the View Denition dialog box, enter a name for the new view. Click .
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On the menu, click . In the Options dialog box, click the tab. Under the label, select the check box, and then click .
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In the list, click the type of text you want to format. Select the font and other formatting options you want. Click the cell that contains the text you want to format. On the menu, click . Select the font and other formatting options you want. On the menu, click . Click a report category, or to see all reports, click click . Select the report you want, and then click or On the toolbar, click . In the Page Setup dialog box, click the or the options you want.
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tab, and select

On the menu, point to , and click . In the Update Project dialog box, make sure the option is selected. In the adjacent date list, type or . click the date you want, and click On the menu, point to , and then click . Select the name of the task for which you want to record a percent complete.
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On the menu, click dialog box. In the box, On the menu, point to
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to display the More Views

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In a task view, such as the Task Sheet view, on the menu, point to , and click . In the eld, enter the actual hours of work you want, and then press F. Click the task for which you want to enter actual values. On the menu, point to , and then click . In the eld in the Actual box on the left side of the Update Tasks dialog box, type or click the start date you want. In the eld, type or click the duration value you want, and then click .
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On the menu, click . Click the task for which you want to display Task Drivers details. Click the successor task whose lead or lag time with a predecessor you want to change. On the menu, click . In the Task Information dialog box, click the tab. In the eld for a predecessor task, enter the value you want (enter a positive value for lag time or a negative value for lead time). Click the successor task whose predecessor relationship you want to change. On the menu, click .
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Do one of the following: To record a predened percentage complete, click the , , or button. To record some other percentage complete, click the button, and enter the value you want in the eld.
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In the Task Information dialog box, click the tab. Click in the column for a predecessor task, and click the type of task relationship you want. Click the task to which you want to apply a constraint. On the menu, click . In the box, select the constraint type you want. If you selected date-driven constraint, in the box, type or select the constraint date you want, and then click . On the menu, click In the More Views dialog box, click
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On the toolbar, click the button. Move the mouse pointer over the tasks Gantt bar where you want to start the split, click, and then drag to the right. On the menu, click . In the Change Working Time dialog box, click . In the box, type a name for the base calendar. Click , or click and then choose the base calendar on which you want to base the new calendar. Click . Select the and details you want. In the Gantt Chart view, click a task. On the menu, click . In the Task Information dialog box, click the tab. In the box, choose the base calendar you want applied to this task. If you want the task calendar to override resource calendar settings, click box. the In a task view, such as the Gantt Chart view, click a task. On the menu, click .
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In a task view, such as the Gantt Chart view, select the name of the task for which you want to enter a deadline. On the menu, click . Click the tab. In the box, type or select the deadline date you want, and then click . In a task view, such as the Gantt Chart view, on the menu, point to , and then click . In the eld for the task you want, type or click an amount. In the eld, choose a method, and then press F. In a task view, such as the Gantt Chart view, click the task above which you want to insert a recurring task. On the menu, click . In the Recurring Task Information dialog box, select the options you want.
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Switch to a resource view, such as the Resource Sheet view. Click the name of the resource for whom you want to create an additional pay rate. On the menu, click . In the Resource Information dialog box, click the tab. Under , the resources initial pay rate information appears on tab A. Click one of the other tabs, and then enter the rate information you want. To apply a different cost rate table to a specic resource assignment, pick the one you want in the eld when you are in a usage view. Switch to a resource view, such as the Resource Sheet view.
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In the Task Information dialog box, click the In the box, click the task type you want.
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Click the name of the resource for whom you want to create an additional pay rate. On the menu, click . In the Resource Information dialog box, click the tab. Click the tab of the rate you want to edit. In the second or later row of the column, enter the date on which the new pay rate is to take effect. In the column (and, if applicable, the or columns), enter either a dollar amount or a positive or negative percentage of the existing pay rate. If you enter a percentage value, Project will calculate the new pay rate amount. Switch to a resource view, such as the Resource Sheet view. Click the name of the resource whose availability you want to change. On the menu, click . In the Resource Information dialog box, click the tab. In the grid, enter the date ranges and unit values you want. On the menu, click or . Click the assignment you want to delay. On the menu, click . In the Assignment Information dialog box, click the tab. In the box, type or click the date on which you want the selected resource to start work on the assignment, and then click . On the menu, click or . Click the assignment for which you want to contour to an assignment. On the toolbar, click the button. In the Assignment Information dialog box, click the tab. In the box, click the contour you want, and then click . On the menu, click or . Click the assignment for which you want to apply a different cost rate table. On the toolbar, click the button.
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In the Assignment Information dialog box, click the tab. In the box, type or click the rate table you want to apply to this assignment, and then click .
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On the menu, click , click , and then . click In the column, click the name of an assignment for the resource you want to work with. On the toolbar, click the button. In the Assignment Information dialog box, click the tab. In the box, enter the unit value you want, and then click . On the menu, click options you want. Click .
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On the menu, click In the Project Information dialog box, click

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On the menu, click , click click . On the menu, click . In the Options dialog box, click the tab. Under the for label, select the check box, and then click . On the menu, point to , and click
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Switch to the view or table you want to sort. On the menu, point to , and then click the eld by which you want to sort the view. To specify a custom sort, click , and in the Sort dialog box, choose the options you want. Switch to the view or table you want to group. On the menu, point to , and then choose the criteria by which you want to group the view. To specify different grouping options, click , and then choose the options you want in the Customize Group By dialog box.
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Switch to the view you want to lter. On the menu, point to , and click . In the More Filters dialog box, choose the lter you want, and then click .

On the menu, point to Do one of the following: To create a new table, click
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On the
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To create a new table based on an exisiting table, select the task or resource table you want to use as a basis for a new custom table, and then click . In the Table Denition dialog box, select the options you want, and then click . On the menu, click . In the More Views dialog box, do one of the following: To create a view, click . Click or in the Dene New View dialog box, and then click . To redene a view, click the views name, and then click . To create a new view based on another view, click the views name, . and then click In the View Denition dialog box, choose the options you want, and then click .
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On the menu, click . Do one of the following: To navigate between pages of a multi-page print job, click a page navigation button. To zoom out to see all pages of a print job, click . To change page setup options, such as header or legend text, click , and choose the options you want.
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On the menu, click . In the Reports dialog box, click , and then click . In the Custom Reports dialog box, click a report, and then click
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To display the Print dialog box and set other options or to print what you see in the Print Preview window, click . To exit the Print Preview window, click . On the menu, click . In the Reports dialog box, click the category of report you want, and then click . In the dialog box that appears next, click the specic report you want to print, and click . In the Print Preview window, click . On the menu, click . In the Reports dialog box, click the category of report you want, and then click (or for custom reports, click ). In the dialog box that appears next, click the specic report you want to edit, and then click . In the dialog box that appears next, choose the options you want.
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Set up the table to display only the data you want to copyfor example, apply a lter or insert or hide columns. Select the range of data you want to copy. On the menu, click , , or . Set up the view with the specic details you want such as tables, lters, or groups. On the menu, click . In the Copy Picture dialog box, click either , to optimize the snapshot for online viewing, or , to optimize it for printing. Select whatever other options you want, and then click . On the menu, click . In the box, click the le format you want. Locate and click the specic le you want to open, and then click
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If the le you selected is not in Project format, the Import Wizard appears. Follow the instructions that appear on your screen. On the menu, click . In the Save As dialog box, click the location, and enter the le name you want. In the box, click the format you want, and then click . Follow the instructions that appear on your screen in the Export Wizard. On the menu, point to , and click . On the toolbar, click the and then follow the instructions that appear on your screen.
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On the menu, click . Under , select the application for which you want to generate a visual report. Select the tab that corresponds to the type of data you want in the visual report. Select the visual report you want, and then click . In Excel or Visio, adjust the PivotTable (if Excel) or PivotDiagram (Visio) as needed.
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On the menu, point to , and then click . In the Set Baseline dialog box, select the baseline you want to update. Under , click either or . On the menu, click . On the menu, point to , and then click . Enter the actual work values you want for a task or assignment in the column.
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On the menu, click . Scroll the timescale to the time period for which you want to record actual work. On the menu, point to , and click . In the timescale grid, enter the task or assignment value you want in the eld. On the menu, point to , and then click Click , and in the box, type or click the date you want.
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. In the More Filters dialog box, click click .

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On the menu, click In the More Views dialog box, click On the menu, point to
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On the menu, point to , and then click . In the Customize Fields dialog box, select the options you want.
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On the menu, click . In the column, select the task for which you want to replace the resource. On the toolbar, click the button. In the Assign Resources dialog box, in the column, click the name of the resource you want to replace, and then click . In the Replace Resource dialog box, click the name of the replacement resource, and click .
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On the menu, click On the menu, point to On the menu, point to In the Sort dialog box, in the Make sure the and then click .
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On the menu, click . In the column, select the task you want. On the menu, click . Click anywhere in the Task Form. On the menu, point to , and then click . In the column for the resource to which you want to assign overtime work, enter the number of hours of overtime work you want and then click .
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On the menu, click . In the Bar Styles dialog box, select the options you want.
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On the menu, click . On the menu, click . In the Box Styles dialog box, select the options you want. On the menu, click . On the menu, click . In the Bar Styles dialog box, select the options you want.
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First open the project plan that contains the custom element (such as a custom table), and then open the project plan to which you want to copy the custom element. On the menu, click . Click the tab name that corresponds to the type of custom element you want to copy. In the drop-down list on the left side of the Organizer dialog box, click the name of the project plan that contains the custom element. Click . On the menu, point to , and then click . In the box, enter a name for the macro (no spaces allowed). In the box, click to store the macro in the active project plan or to store it in the global template. Click . Perform the actions you want recorded in the macro. On the menu, point to , and then click . On the menu, point to , and then click . In the box, click the name of the macro you want to run, and then click . On the menu, point to , and then click . In the box, click the name of the macro you want to edit, and then click . In the Visual Basic Editor, edit the macro. On the menu in the Visual Basic Editor, click .
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On the menu, point to , and then click . Click the tab. Click the custom button you want to modify on the custom toolbar. Click , and then point to . In the list of images that appears, click the image you want. Click , and in the box, type the text you want for the custom button name.
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On the menu, click . In the More Views dialog box, click On the menu, point to In the More Tables dialog box, click and click .
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On the menu, click In the Project Information dialog box, in the click the status date you want, and click .
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On the menu, point to , and then click Click the tab. In the list, click the category you want. Drag the command you want from the list to the custom toolbar.
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Create a new project plan. Save the new project plan that will become a resource pool. Open one of the project plans you want to make a sharer plan. On the menu, point to , and click . Under , click . In the list, click the name of your resource pool, and click to close the Share Resources dialog box. If you have more than one sharer plan, open another sharer plan. Repeat steps 3 through 7 for the other sharer plans. Save changes to the sharer plans and the resource pool.

Open the resource pool as read/write. On the menu, click . In the box, select the name of the resource whose working time you want to change. In the eld on the tab, enter a descriptive name for the nonworking time, such as .
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On the menu, click . Click the tab. Click . In the the time interval you want for reporting. Click . In Excel, adjust the PivotTable and chart as needed.
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In the and elds, type or select the start and nish dates for the nonworking timespan. Click to close the Change Working Time dialog box. Open the resource pool as read/write. On the menu, click . In the Change Working Time dialog box, in the box, click the base calendar you want to change, such as Standard (Project Calendar). In the eld on the tab, enter a descriptive name for the nonworking time, such as . In the and elds, type or select the start and nish dates for the nonworking timespan. Click to close the Change Working Time dialog box. Open the resource pool as read/write. On the toolbar, click the button. On the menu, point to , and click . In the Share Resources dialog box, under click . In the list, click the name of the resource pool, and click close the Share Resources dialog box. Save the sharer plan and resource pool.
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On the toolbar, click the Save the new project plan. On the menu, click .
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Open a sharer plan. When prompted, open the resource pool. In the sharer plan, make changes to assignments. On the menu, point to , and click .
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In the Insert Projects dialog box, locate and click the project plan you want to insert into the consolidated project plan. To select multiple plans, hold down the H key while you click the name of each plan. Click . Open the two project plans between which you want to create a task dependency. Switch to the project plan that contains the task you want to make the successor task. On the menu, click . Click the name of the task you want to make the successor task. On the toolbar, click the button. Click the tab. In the column, click the next empty cell below any other predecessor tasks, and enter the name of the predecessor task from the other project le in this format: File name\Task ID, such as . Press F, and click to close the Task Information dialog box.
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