Thursday, June 7, 2012

Proper Formatting in Microsoft Project

Microsoft Project Formatting for Project Manager Schedules

  1. Change the bar with the dates to show only the weeks.
    1. Right click and choose timescale
    2. Turn off the middle zone, so there is only one zone showing - that zone should be chosen to show the format jun 24... july 1... jul 8...
    3. Make sure that your project is set up so that saturdays are counted as work days
  2. Manually add tasks and milestones (deliveries) in to the program
  3. To link a task and delivery, or one task to another
    1. highlight the two tasks to link (use the Ctrl key)
    2. click the link button
    3. with milestones and some tasks, you will have to drag the task/milestone back to the appropriate date due to set-up
  4. To make all tasks under construction and delivery sub-items
    1. highlight all of the tasks or deliveries
    2. select the green arrow and lines, with the arrow pointing right
  5. To add a header before printing
    1. select print set-up and then header, type in desired header
  6. To turn in to PDF, use print, then chose dates to show and then select the print to PDF feature
  7. To format the bars so they appear in the appropriate color (dark blue and dark milestones) select all of the text and then choose format and select the desired format color scheme

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