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Project 207 Environment Section 2 The Project 2007 Environment Page 1 PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: [email protected]

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Page 1: Ms Project 2

Project 207 Environment

Section 2

The Project 2007

Environment

Page 1PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: [email protected]

Page 2: Ms Project 2

Project 207 EnvironmentSECTION OBJECTIVES

Upon completion of section 2, you will be able to:

Start project 2007 Understand the project screen Understand the Gantt chart view Learn about the Entry and Gantt Chart view Understand the timescale Zoom-in-zoom out on the timescale Open a new project file Navigate the screen

Exploring the project 2007 Environment

Page 2PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: [email protected]

Page 3: Ms Project 2

Project 207 EnvironmentStarting project 2007

When you open, the project guide side pane and toolbar will appear

The project Guide is there to assist you in performing various functions within project 2007. As illustrated on the project Guide Toolbar, MS project will provide assistance in entering tasks, tracking a project, setting up resources, and reporting functions.

To obtain assistance, simply click on the appropriate choice on the toolbar

To close the project Guide, click on the “x” at the top right of the project Guide sidepane, or click on view, then toolbar and close Project Guide.

Then project 2007 screen

Page 3PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: [email protected]

Project Guide Project guide Toolbar

Menu Bar Standard

Toolbar

Formatting

Toolbar

Show button

On Two Rows

Page 4: Ms Project 2

Project 207 Environment

Menu Bar-appears at the top of the screen, and many commands will be similar to commands that you see in other Microsoft programs.

When you click on each command, a drop down list of commands appear Click on the appropriate command in the list

Toolbars- the standard and formatting toolbars appear below the menu bar. Shortcut buttons on these toolbars allow you to quickly access the most common commands.

Place your mouse over the short-cut button to see a description.

Enter Bar- when your mouse is an active cell, the entry bar displays the text

Page 4PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: [email protected]

Entry bar

View bar Entry Table Divider barHorizontal

Scroll barSplit pane

Page 5: Ms Project 2

Project 207 Environment

Information can be edited, deleted, or inserted, Click in the entry bar where the text is to be edited, deleted or inserted At the insertion point, edit, deleted or insert the new text Confirm or cancel the change by click on the “x” or the “√” at the left of the text

View Bar- the view bar contains icons that reflect the views that Microsoft feels are used most frequently

The current view you have selected from the view bar, will be recessed Change to a different view, by clicking on another icon in the view bar To see additional views, scroll to the bottom of the view bar, and click on the more view

icon. Choose the desired view from the list. To remove the view bar from the screen, choose view on the command line, and view

bar, to deactivate it.

Smart tags- periodically as an action is being performed a smart tag will appear in the cell informing you of actions that you could take

To perform then action, simply click on the smart tag, and choose the actions.

Opening an Existing Project File

Page 5PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: [email protected]

Page 6: Ms Project 2

Project 207 Environment

To open a project file that currently exists Choose file, open ( you will see a file open dialogue box) Click the drop down arrow: entry bar, to choose the location.

Double click the file name, or select the file and click on the open button

To start a New Project File

To open a new project file that does not currently exist

Page 6PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: [email protected]

Page 7: Ms Project 2

Project 207 Environment

Click on file , new Double click on blank project( or select the templates option)

Note: you can choose to use Microsoft project templates, located on-online, or you may have saved a previous project file that you created, as a template for a future project.

A new file appears, and the project Guide is displayed on the left side of the screen. To have Microsoft project assist you with entering task information, click on Tasks on the project Guide.

Page 7PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: [email protected]

Page 8: Ms Project 2

Project 207 Environment

To have Microsoft project assist you with Resource information

Click on Resource, on the project guide toolbar

To have Microsoft project assist you with Tracking information

Click on track, on the project Guide Toolbar

Page 8PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: [email protected]

Project Guide

ToolbarProject Guide

For Task information

Page 9: Ms Project 2

Project 207 Environment

To have Microsoft project assist you with Reporting information

Click on Reporting, on the project Guide Toolbar

Turning off the project Guide

To turn off the project guide

Click on the “X” at the top right corner of the project guide

Page 9PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: [email protected]

Page 10: Ms Project 2

Project 207 Environment

Or

To turn the project guide off permanently

Choose view on the command line, and turn off project guide

Timescale and scroll buttons

Page 10PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: [email protected]

Page 11: Ms Project 2

Project 207 Environment

Clicking on the zoom-in and zoom-out button will move one increment at a time, back to 15 minutes intervals, or all the way out to half year intervals (H1,H2)

NOTE: the timescale in the above Gant chart is zoomed to one week interval

Page 11PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: [email protected]

Timescale

Zoom-in and zoom-out buttons

Will change the timescale

Scroll bar/

Arrows