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include task lists will show only the summary tasks, not the subtasks.
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In usage views, if assignments are collapsed or hidden under tasks or resources, the
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usage reports (Task Usage or Resource Usage) likewise hide assignment details. In this exercise, you see a report in the Print Preview screen, and then you edit its definition (that is, the set of elements that make up the report) to change how the report s information is presented.
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1. On the Project tab, in the Reports group, click Reports.
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The Reports dialog box appears, displaying the broad categories of reports available in Project.
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2. Click Current, and then click Select.
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The Current Activity Reports dialog box appears.
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Tip You also can do this by double-clicking the Current category.
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Applying Advanced Formatting and Printing
This dialog box lists reports that convey task status.
3. In the Current Activity Reports box, click Unstarted Tasks, and then click Select.
Project displays the Current Activity report in the Backstage view s print preview.
This report is a complete list of unstarted tasks and assignment schedule details. You d like to see this data presented in a different way, so you ll edit this report.
4. On the Project tab, in the Reports group, click Reports.
The Backstage view closes, and the Gantt Chart view reappears. Next, you ll modify this report.
Printing Reports: Advanced Options
5. Click Current, and then click Select. 6. Click Unstarted Tasks, and then click Edit.
The Task Report dialog box appears.
7. In the Period box, click Months in the drop-down list.
Choosing Months groups tasks by the month in which they occur. Because the report now includes a time-period element, the Timescale options in the Backstage view become available, enabling you to print data within a specific date range if you want.
8. In the Table box, click Summary in the drop-down list.
Tip The tables listed in the Task Report dialog box are the same as those that you can apply to any view that displays tasks in a table. When editing a report format, you can apply predefined or custom tables and filters, choose additional details to include in the report, and apply a sort order to the information all in the dialog box for the report you re editing.
9. Click OK to close the Task Report dialog box. 10. In the Current Activity Reports dialog box, make sure that Unstarted Tasks is
selected and then click Select. Project applies to the report the custom report settings that you chose, and the report appears in the Print Preview screen of the Backstage view. Next, you will zoom in to see the report in more detail.
11. In the Print Preview area of the Backstage view, click twice in the upper-left corner
of the first page with the magnifying-glass pointer.
15
Applying Advanced Formatting and Printing
This custom report shows the fields displayed in the Summary Task table, but it divides the tasks by month.
12. Click the Task tab.
The Gantt Chart with Timeline view reappears. CLEAN UP Close the Advanced Formatting file.
Key Points
Use the Bar Styles dialog box to change the appearance of a specific type of Gantt
bar, such as all summary tasks. To display the Bar Styles dialog box, on the Format tab, in the Bar Styles group, click Format and then click Bar Styles.
In the Timeline, you can directly modify text or all text styles, such as all task
names, with the commands in the Font and Text groups on the Format tab.
Nodes represent tasks and summary tasks in the Network Diagram view. You can
customize the information that appears in a node.
The Calendar view is especially helpful for those who prefer a traditional
month-at-a-glance format.
You can adjust page layout and legend text for Gantt chart views in the Backstage
view.
Report layouts can be customized in the Backstage view.
at a Glance
Work with the Organizer to share customized elements between project plans, page 346.
Record a VBA macro to perform an often-repeated sequence of actions, page 351.
Edit VBA macro code in the Visual Basic Editor, page 356.
Create a custom tab, page 362.
16 Customizing
Project
In this chapter, you will learn how to: Copy a customized element, such as a calendar, from one project plan to another by using the Organizer. Record and play back a macro. Edit a macro in the Visual Basic for Applications (VBA) Editor. Customize the Quick Access toolbar and the ribbon.
This chapter describes some of the ways that you can customize Microsoft Project 2010 to suit your own preferences. Project 2010 adopted the ribbon interface, which offers new customization options. Project has other customization features, such as the Organizer and global template, that are unique to it. In addition, Project has customization features, such as recording Microsoft Visual Basic for Applications (VBA) macros, that are similar to what you might be familiar with from other Microsoft Office applications.
Important Some of the actions that you perform in this chapter can affect your overall settings in Project regardless of the specific project plan you are using. To keep your Project environment unaffected or at the factory settings throughout this chapter, we include steps to undo some actions. Practice Files Before you can complete the exercises in this chapter, you need to copy the book s practice files to your computer. A complete list of practice files is provided in Using the Practice Files at the beginning of this book. For each exercise that has a practice file, simply browse to where you saved the book s practice file folder. Important If you are running Project Professional, you may need to make a one-time setting change. This helps ensure that the practice files you work with in this chapter do not affect your Project Server data. For more information, see Appendix C, Using the Practice Files if Connected to Project Server.
16
Customizing Project
Sharing Custom Elements Between Project Plans
Project uses a feature called the global template, named Global.mpt, to provide the default views, tables, and other elements that you see in Project. The very first time you display a view, table, or similar element in a project plan, it is copied automatically from the global template to that project plan. Thereafter, the element resides in the project plan. Any subsequent customization of that element in the project plan (for example, changing the fields displayed in a table) applies to only that one project plan and does not affect the global template. The global template is installed as part of Project and you normally don t work with it directly. Initially, the specific definitions of all views, tables, and other elements listed here are contained in the global template. For example, the fact that the default usage table contains one set of fields and not others is determined by the global template. The list of elements provided by the global template includes the following:
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