Microsoft Project 2013: Customizing Quick Access Toolbar and Exploring Features, Lecture notes of Project Management

An overview of Microsoft Project 2013, focusing on customizing the Quick Access Toolbar, exploring ribbon commands, managing projects, and using various views and features. It also includes a quick start guide and a list of common tools and commands.

Typology: Lecture notes

2021/2022

Uploaded on 09/27/2022

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Quick Access Toolbar
Customize this area so your favorite commands are
always visible.
Explore commands on the ribbon
Each ribbon has groups, and each group has a set of
related commands.
Manage projects
Open, save, print and share your
projects. Also change options
and account settings in this view.
Show or hide the ribbon
Click Ribbon Display Options or press Ctrl+F1 to hide or show
the ribbon.
Change views
Work faster in the right view.
Choose Gantt Chart, Task Usage,
Team Planner, or Resource Sheet.
Zoom in or out
Drag the zoom slider to grow
or shrink the timescale.
See task information in one place
On the left, task information is in easy-to-
scan rows and columns. On the right, dura-
tion information is graphically displayed as
bars on a timescale—all in one view.
Show Key Tips
If you’d rather use the keyboard,
press Alt to show keys that let
you access commands on the
ribbon.
And yes, keyboard shortcuts
you’ve used before will still work.
Quick Start Guide
Microsoft Project 2013 looks different from previous versions, so we created
this guide to help you minimize the learning curve.
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Quick Access Toolbar Customize this area so your favorite commands are always visible. Explore commands on the ribbon Each ribbon has groups, and each group has a set of related commands. Manage projects Open, save, print and share your projects. Also change options and account settings in this view. Show or hide the ribbon Click Ribbon Display Options or press Ctrl+F1 to hide or show the ribbon. Change views Work faster in the right view. Choose Gantt Chart, Task Usage, Team Planner, or Resource Sheet. Zoom in or out Drag the zoom slider to grow or shrink the timescale. See task information in one place On the left, task information is in easy-to- scan rows and columns. On the right, dura- tion information is graphically displayed as bars on a timescale—all in one view. Show Key Tips If you’d rather use the keyboard, press Alt to show keys that let you access commands on the ribbon. And yes, keyboard shortcuts you’ve used before will still work.

Quick Start Guide

Microsoft Project 2013 looks different from previous versions, so we created

this guide to help you minimize the learning curve.

How to get started

with Project 2013

The first thing you’ll see when you open Project 2013 is a sharp new look. But don’t stop there. Look a little closer to see how much has improved from Project 2007. Instead of dropping you in a blank file, Project 2013 takes you to a one-stop center for starting your project. Click File > New, then get your project going.

Four steps to project

management

If you’re new to project management, Project 2013, can give you a great running start with the built-in Project guide. To begin, click File > New > Get Started. While you’re thinking about a new project, browse common project templates, import info from Excel or a SharePoint site, or just click Blank Project to get a clean Gantt Chart. You can open previous projects from your computer, from your network, from Project Online, or even from OneDrive. With this four-step guide, you’ll learn how to schedule tasks, create a timeline, report on your progress, and then collaborate with your team using SharePoint and Lync — all without leaving Project.

Show off Project data

With Project 2013, you can create crisp, colorful, professional reports without hav- ing to export your data to another program. Add pictures, charts, animation, links, and more — everything you need to clearly and effectively share project status info with your stakeholders and team members.

Trace task paths

Does your Gantt chart look like a pile of spaghetti? With a complex project, your Gantt Chart can start to look like a tangled knot of bars and link lines. To help sort this out, you can highlight the link chain — or task path — for any task. On the Gantt Chart, click Format > Task Path. Click the Report tab (new for Project 2013), then select the report you want. Many of the report drawing tools are the same for Excel, Word, PowerPoint, and Project. When you click a task, all of its predecessor tasks show up in one color and all of its successor tasks show up in another color.

Use Project Online

If you have Project Online, you can access a full version of Project from almost anywhere, even on PCs that don’t have Project 2013 installed. All you need is an Internet connection and a PC running Windows 7 or later.

Talk to your team

If you are using Lync 2013 in your organization, Project 2013 has new ways to help you stay in touch with your team members. Get progress updates, ask quick questions, or even have long-term strategy discussions, all without leaving Project. Just mouse over a name and start an IM session, an email, or even a phone call. With Project Online, you’ll always have the latest version because service updates are automatic. You can also video chat with a team member to get the latest on your project status, answer a stakeholder’s question, or meet face-to-face with a vendor halfway around the world.