Core Training for Microsoft Project 2002

Organizing and Formatting Project Details

Grouping Project Details

1 To reorganize the resource data into resource groups, add summary cost values per group, and present data in an expanded outline form, click the Project menu, point to Group By: No Group, and then click Resource Group.
2 Click the Project menu, point to Group By: Resource Group, and then click More Groups.
3 In the More Groups dialog box, Resource Group is already selected, so click Copy.
4 The Group Definition in 'Short Film' dialog box appears with the text in the Name box selected. Type Resource Groups by Cost.
5 In the Field Name column, click the first empty cell below the word Group.
6 Click the arrow to the right of the empty field name cell, click three times below the scroll box on the scroll bar, and click Cost.
7 In the Order column for the Cost row, click Ascending, click the arrow that appears, and click Descending.
8 Click the Define Group Intervals button.
9 In the Define Group Interval dialog box, click the arrow to the right of the Group on box and click Interval.
10 Click to the right of the existing text in the Group interval box, type 000 so that the Group interval number is 1000, and press ENTER.
11 To close the Group Definition in dialog box, click OK.
12 In the More Groups dialog box, Resource Groups by Cost appears as a new group. Click Apply.
13 The new group is now in the Resource Sheet view. To widen the Resource Name column, move the mouse pointer over its heading until it becomes a downward pointing arrow. Double-click the heading.
14 In the Column Definition dialog box that appears, click Best Fit.
15 Once you've gathered information from this new grouping, you can remove the grouping and return the structure to its original view. Click the Project menu, point to Group By: Resource Groups by Cost, and click No Group.

Customizing Tables

1 To begin customizing a table, click the View menu and click More Views.
2 In the More Views dialog box, click two times below the scroll box on the scroll bar, click Task Sheet, and then click Apply.
3 The project is displayed in Task Sheet view. Click the View menu, point to Table: Entry, and then click More Tables.
4 In the More Tables dialog box, the Task option is already selected; in the list of tables, Entry is already selected, so click Copy.
5 The Table Definition in 'Short Film' dialog box appears with the text in the Name box selected. Type Shooting Schedule Table.
6 In the Field Name column, click Indicators and then click Delete Row.
7 Now let's add some fields to this table definition. In the Field Name column, click the arrow in the next empty cell below Start, click three times below the scroll box on the scroll bar, and then click Cast (Text9).
8 In the Align Data column, click in the next empty cell, click the arrow that appears, and then click Left.
9 In the Width column in the same row, click in the cell with the number 10 in it. Click again to the left of the number 10, press the DELETE key twice, and type 25.
10 In the Field Name column, click in the next empty cell below Cast, click the arrow that appears, click five times below the scroll box on the scroll bar, and then click Location (Text10).
11 In the Align Data column, click in the next empty cell, click the arrow that appears, and then click Left.
12 In the Width column in the same row, click in the cell with the number 10 in it. Click the UP ARROW five times until the number 15 appears.
13 You've added two customized text fields: Cast (Text9) and Location (Text 10). To complete this table definition, you need to reorder the fields. In the Field Name column, click Start, and then click Cut Row.
14 In the Field Name column, click Name, and then click Paste Row.
15 Click the arrow to the right of the Date Format box, and click 1/28/02 12:33 PM.
16 To close the Table Definition in 'Short Film' dialog box, click OK.
17 In the More Tables dialog box, click Apply.
18 The new table is applied to the Task Sheet view, but the Start column displays pound signs (###). To widen the column and view the start dates, move the mouse pointer to the right edge of the Start column's heading so that the mouse pointer turns into a double-headed resize arrow. Double-click the heading.

Customizing Views

1 To begin customizing a view, click the View menu and click More Views.
2 In the More Views dialog box, click New.
3 In the Define New View dialog box, make sure the Single view option is selected and then click OK.
4 The View Definition in 'Short Film' dialog box appears with the text in the Name box already selected. To rename this view, type Shooting Schedule View.
5 Click the arrow to the right of the Screen box, and click Task Sheet.
6 Click the arrow to the right of the Table box, click two times below the scroll box on the scroll bar, and click Shooting Schedule Table.
7 Click the arrow to the right of the Group box, and click No Group.
8 Click the arrow to the right of the Filter box, click four times below the scroll box on the scroll bar, and then click Uncompleted Shoots.
9 Select the Show in menu check box, and click OK.
10 The new view appears in the More Views dialog box. Click Apply.
11 Now only uncompleted shoots are displayed, and the fields appear in an order consistent with a standard shooting schedule. To adjust the row height so that all the information is visible, press and hold the CTRL key and click the task ID numbers for Tasks 29, 41, 53, 59, and 65.
12 Move the mouse pointer over the lower edge of the task ID for Task 29 until it turns into a double-headed resize arrow. Click and hold the edge of the task ID, and drag the edge down one row.
13 To adjust the column width so that all the information is visible, move the mouse pointer over the right edge of the Cast column heading until it turns into a double-headed resize arrow. Double-click the heading.