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Project Information: Customizing and Printing Lesson 7.

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Presentation on theme: "Project Information: Customizing and Printing Lesson 7."— Presentation transcript:

1 Project Information: Customizing and Printing Lesson 7

2 Skills Matrix SkillsMatrix Skill Customize and print a viewCustomize and print a Gantt Chart view Customize and print reportsCustomize and print a report

3 Software Orientation Insert Current Date button Insert Total Page Count button Insert Page Number button Format Text Font button Microsoft Project’s Page Setup Dialog Box

4 Software Orientation Preview pane Legend Labels format button Alignment tabs Page Setup main tabs Microsoft Project’s Page Setup Dialog Box (cont.)

5 Software Orientation Insert Time button Insert File Name button Insert Picture button Legend Width box Microsoft Project’s Page Setup Dialog Box (cont.)

6 Software Orientation Page Setup dialog box provides options for customizing the appearance of views and reports Specify page options, such as margins, as well as paper orientation and size Customize headers, footers, the legend, and view formatting Microsoft Project’s Page Setup Dialog Box (cont.)

7 Customizing and Printing a View Click File Click Print Preview Project displays the Gantt Chart view in the Print Preview window Customize and Print a Gantt Chart View

8 Customizing and Printing a View Page Right button Page Down button One Page button Multiple Pages button Page Setup button Legend Customize and Print a Gantt Chart View (cont.)

9 Customizing and Printing a View Click Page Down button once Click Page Right button three times Click Multiple Pages button Customize and Print a Gantt Chart View (cont.)

10 Customizing and Printing a View The Status bar indicates that there are two rows of pages by five columns of pages Status bar Customize and Print a Gantt Chart View (cont.)

11 Customizing and Printing a View Click the Page Setup button Click the One Page button Click the Header tab Customize and Print a Gantt Chart View (cont.)

12 Customizing and Printing a View Click on Company Name in the General box Select the Center alignment tab Click the Add button next to the General box Project places the &[Company] code into the header and shows a preview in the Preview window Customize and Print a Gantt Chart View (cont.)

13 Customizing and Printing a View Select the Left Alignment tab to review the information Click the Legend tab Select the Right Alignment tab Customize and Print a Gantt Chart View (cont.)

14 Customizing and Printing a View Key Start Date: followed by a space Click in the Right Alignment box Select Project Start Date from the General box Click the Add button next to the General box Customize and Print a Gantt Chart View (cont.)

15 Customizing and Printing a View Key Duration: followed by a space Press Enter Select Duration from the Project Fields box Click the Add button next to the Project Fields box Customize and Print a Gantt Chart View (cont.)

16 Customizing and Printing a View Review selections on the Legend tab Key or click 3 in the Width box Customize and Print a Gantt Chart View (cont.)

17 Customizing and Printing a View Click OK when finished reviewing selections OK button Customize and Print a Gantt Chart View (cont.)

18 Customizing and Printing a View Click on the lower left corner of the page Move your mouse cursor to the lower left corner of the page preview Customize and Print a Gantt Chart View (cont.)

19 Customizing and Printing a View Custom Legend box Customize and Print a Gantt Chart View (cont.)

20 Customizing and Printing a View Click Close on the Print Preview toolbar Close button Customize and Print a Gantt Chart View (cont.)

21 Customizing and Printing a View Data added to the legend will print on every page of the printed output Even if you do not print, changes to the header and legend will be saved when you save the project plan Customize and Print a Gantt Chart View (cont.)

22 Customizing and Printing a View Printing information to share with stakeholders is common for project managers Stakeholders are all people or organizations that might be affected by project activities  Resources  Higher-level management  Customers receiving the end result Customize and Print a Gantt Chart View (cont.)

23 Customizing and Printing a View You can print any view you see in Project except  Form views, such as Relationship Diagram or Task Form  If you have two views displayed in a combination view, only the view in the active pane will print Customize and Print a Gantt Chart View (cont.)

24 Customizing and Printing a View The part of the project plan seen on screen may be only a small part of the total project To reduce printed pages, you can print just summary tasks or filtered data You can also print a portion of the timescale  Timescale — Band across the top of the Gantt Chart that denotes units of time Customize and Print a Gantt Chart View (cont.)

25 Customizing and Printing a View You can change the number of pages required for printing by adjusting the timescale before printing To adjust the timescale to show the largest time span in the smallest number of pages, click View  Zoom  Entire Project Customize and Print a Gantt Chart View (cont.)

26 Customizing and Printing Reports Customize and Print a Report Click the Select a view or report link Click Report on the Project Guide Click the Create a project report button Under Select a report, click the Display Reports link

27 Customizing and Printing Reports Customize and Print a Report (cont.) Click Select Click Custom in the Reports dialog box Select Task in the Custom Reports dialog box Click Preview

28 Customizing and Printing Reports Customize and Print a Report (cont.) The Task Report is a complete list of project tasks (Summary tasks are not included) Click Close on the Print Preview toolbar

29 Customizing and Printing Reports Customize and Print a Report (cont.) Click Copy Select Task in the Custom Reports box Select the displayed text in the Name box Key Custom Task Report

30 Customizing and Printing Reports Customize and Print a Report (cont.) Select Summary in the Table box Select Months in the Period box Click OK Select Custom Task Report

31 Customizing and Printing Reports Customize and Print a Report (cont.) Click Preview The Custom Task Report displays tasks divided by month

32 Customizing and Printing Reports Customize and Print a Report (cont.) Click Close in the Custom Reports dialog box Click Close on the Print Preview toolbar Click Close in the Reports dialog box Click Done in the Views and Reports pane

33 Customizing and Printing Reports Customize and Print a Report (cont.) Report — Predefined format intended for printing Microsoft Project data Reports are intended only for printing or viewing data in the Print Preview window You cannot enter data or work within reports

34 Customizing and Printing Reports Customize and Print a Report (cont.) Keep in mind  If subtasks are hidden under summary tasks in a view, reports that contain task lists will include only the summary tasks  If assignments are hidden under tasks or resources in a usage view, the usage reports will also hide assignment details

35 Summary Customize and print a view Customize and print reports You Learned How to

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