Customizing Project
Microsoft Project

Workshop description:

At the end of this one-day workshop the participant will know how to use Microsoft Project to design and create templates to meet your unique information requirements. This is a hands-on course in which the participant will develop a template. Emphasis is on the strategies and techniques for customization.

You will learn to:

• Create custom views, tables, filters and reports

• Create templates

• Create macros to automate repetitive tasks

• Share customization with all project users

Target Audience:

Experienced user of Microsoft Project, who want to design, develop and implement custom reports and project templates for project stakeholders.

Prerequisite:

The participant has taken Microsoft Project Introduction Course and Intermediate I course.

Course Outline

Module One-Basics of Templates

• Templates defined

• Overview of file formats

• Planning a template

Module Two-Define Custom Fields

• Field types

• User defined types

• Defining fields

Module Three-Customize Tables

• Table basics

• Defining table columns

• Formatting tables

Module Four-Create Custom Filters

• Filter basics

• Define a static filter

• Define a field comparison filter

• Define an interactive filter

• Define a combination filter

Module Five-Design Custom Forms

• Basics of forms

• Editing an existing form

• Creating a new form

Module Six-Format Graphs

• Customize the Gantt chart

• Customize the calendar view

• Create analytical graphs

Module Seven-Design Reports

• Basics of reports

• Customize a report

Module Eight-Design Views

• Basics of views

• Design a single pane view

• Design a combination view

Module Nine-Customize Menus and Toolbars

• Basics of Menus and Toolbars

• Customize the menu

• Customize a toolbar

Module Ten-Record Macros

• Plan a macro

• Record a macro

• Edit a macro

• Assign a macro to a toolbar button

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