1. Capital Insight Pty Ltd ABN 76 056 297 100 SYDNEY 61 2 9955 2300 MELBOURNE 61 3 9888 8853 BRISBANE 61 7 3229 0044 Document Templates Capital Insight Conference October 2008

2. Agenda A Range of Templates Working Session on Word Templates

3. Templates Templates as part of our Management system, typically focused on stage of project: –Project Plans –Sub-phase Plans –Forms Templates for various MS Office products –MS Project (program) template –MS Excel Templates eg cost reports, timesheets, expense claim forms –MS Outlook – standard e-mail template –MS Word – the majority of what we prepare

4. MS Project

6. PROGRAM TEMPLATE HEADER HEADER Main Title - Project Name Secondary Title - Programme Title Company Logo Top Left Hand Corner

7. PROGRAM TEMPLATE TASK NAME / ACTIVITY TASK NAME / ACTIVITY Default Font Task Name Default Colour Task Name Summary Bar Titles Colour Navy Milestone Titles Colour Red

8. PROGRAM TEMPLATE DETAILED INFORMATION DETAILED INFORMATION Programme Display Early Start Programme Display Early Finish

9. PROGRAM TEMPLATE CHART FORMAT CHART FORMAT Summary Bars Colour Lime Activity Bars Colour Blue Milestones Colour Red Activity Links Optional

10. PROGRAM TEMPLATE FOOTER FOOTER Company Name Left Hand Corner Page Numbering Details Centre File Details Right Hand Corner

11. MS Excel

14. Word Documents We have a Writers Guide that sets out the required styles and formats It should be referred to Some common/regular issues

15. Bullets and sub-bullets

17. Headings

18. Common Mistake –Is to type headings the way you want them to look ie in CAPS and/or BOLD –Let the short cut keys format the headers –If you don’t, how you type it will be transferred to the Table of Contents

19. Turning On/Off Bullets Using the Toolbar bullets/sub-bullet/indent buttons rather than short-cuts