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Project 2007 Free Quick References!

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Project 2007 Screen Common Views
Title Bar Standard Toolbar Task Entry bar Formatting Toolbar To Display a View: Select View from the
menu bar and select a view from the menu, or
select a view from the View Bar.
Menu Bar
Calendar: Displays tasks and durations
Task in a monthly calendar.
Entry Timescale
Toolbar Gantt Chart: Default view. Displays a
list of tasks with bar chart information.
Vertical Network Diagram: Displays a
Scroll Bar
sequence or logic diagram that shows the
project’s tasks and dependencies.
View
Bar Task Usage: Displays a list of tasks
showing assigned resources under each task.
Pane
divider Tracking Gantt: Displays a list of tasks
with a baseline schedule and Gantt bars.
Horizontal Resource Graph: Displays a graph of
Status Scroll Bar resources and their costs, etc. over time.
Bar
Gantt spreadsheet Gantt chart Resource Sheet: Displays a list of
resources and their details in rows and columns.
The Fundamentals
Resource Usage: Displays assigned
The Standard Toolbar Task Zoom
Copy tasks grouped under each resource.
Redo In
Print Cut Link Split Task Drivers Zoom Picture
New Save Preview Cell Paste Undo Tasks Task Notes Group By Out
More Views: Choose from a list of
more advanced and specific views.

Open Print Spelling Copy Format

Insert
Unlink Assign Go To Help Keystroke Shortcuts
Cell Painter Tasks Task Resources Selected
Hyperlink Information Task or Resource Shift + F2
Task
 To Create a New Project: Click the New  To Save a Project File: Click the Save Information
button on the Standard toolbar, or select File  button on the Standard toolbar, select File  Assign Resources Alt + F10
New from the menu, or press Ctrl + N. Save from the menu, or press Ctrl + S. Copy Ctrl + C
 To Use a Template: Select File  New from  To Save a Baseline Plan: Select Tools  Cut Ctrl + X
the menu, click the On my computer link in the Tracking  Save Baseline from the menu.
task pane and select a template in the dialog box. Click the Save Baseline option, save the plan Paste Ctrl + V
 To View Information About the Project: for the entire project or selected tasks, click OK. Help F1
Select Project  Project Information from  To Save an Interim Plan: Select Tools  View Context- Shift + F1
the menu. Tracking  Set Baseline from the menu. Sensitive Help
 Set the Working Time Calendar: Select Click the Save Interim plan option, name the Go To Selected Ctrl + Shift
Tools  Change Working Time from the plan, save the plan for the entire project or selected Task + F5
tasks, and click OK.
menu. Select the date(s) you want to change and Link Selected Task Ctrl + F2
select a new calendar, or enter the new working  To Show or Hide the Project Guide:
hours in the From: and To: boxes. Unlink Selected Ctrl + Shift
Select View  Turn on Project Guide or
Task + F2
 To Use Spelling, Undo and Redo: Click Turn off Project Guide the menu.
the Spelling button, Undo button and Redo Create a Hyperlink Ctrl + K
 To Show or Hide the View Bar: Select
button on the Standard toolbar. View  View Bar from the menu. Zoom In Ctrl+ /
 To Open the Timescale Dialog Box:  To View a Task’s Chart bar: Select the task Zoom Out Ctrl + Shift
Select Format  Timescale from the menu, or and click the Go To Selected Task button on + *
double-click inside the timescale header. the Standard toolbar. Undo/Redo Ctrl + Z
 To Adjust the Timescale: Change the  To Get Help: Press F1 to open the Project Help Bold Ctrl + B
options in the Timescale dialog box, or select View task pane, type your question, and click the Italics Ctrl + I
 Zoom from the menu and select the time scale Start searching button.
you want to view. Underline Ctrl + U

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Contact Us at [email protected] for organizational use.
Plan and Manage the Project Working with Resources and Costs
 There are six basic steps to follow when planning a project: (1) Define a  Buttons on the Standard and Formatting toolbars change for resources in
project (2) Plan project activities (3) Plan for and gather resources (4) Plan resource views. Enter and work with resources just as you would with tasks.
project costs (5) Plan for quality and risks (6) Plan security and  To Enter Resource Availability: Click the Resource
communication. Information button on the Standard toolbar. Enter the Available To and
 Project management is the Project Triangle Available From dates in the Resource Availability table, and enter the
process of planning, organizing, Maximum Units available in the Units field.
Time – Know the Cost – This includes
and managing tasks and deadline for your the people and the  To Assign a Resource: Select a task and click the Assign
resources to accomplish an project. equipment that do
objective within constraints of the work, and the Resources button, select the resource(s) and click Assign.
materials they use.
time, resources, or cost.  To Enter Costs: In a resource view, enter amounts in the Std. Rate
 Adjusting one constraint of the field, the Ovt. Rate field, or the Cost/Use field. Then choose when you’d
Project Triangle affects the Scope – This includes the quality, functions, and like to begin accruing the resource cost in the Accrue At field.
features of your product or service, and the work
other two. required to deliver it.  To Enter Fixed Costs: Select View  Gantt Chart from the menu
and select View  Table  Cost from the menu. Select the task for
Working with Tasks which you want to enter a fixed cost and type the cost in the Fixed Cost field.

The Formatting Toolbar Gantt

Viewing the Project
Underline Filter
Show Subtasks
Chart
Hide Bold Center Wizard
 Applying a Split View: Select Window  Split from the menu and
Font List
Outdent Assignment select the view you want to display in the bottom pane.
 Applying Groups: Select Project  Group by from the menu and
Indent Show Font Italic Align Align AutoFilter choose a grouping option from the menu.
Hide Levels Size Left Right
Subtasks  Applying Filters: Select Project  Filtered for from the menu and
then choose the filter type you want to use.
 To Enter a Task: Type the task’s name in the Task Name column and
press Enter.  Applying Tables: Select View  Table from the menu, and select the
table you want to view.
 To Enter a Duration: Type the duration (m = minutes; h = hours; d =
days; w = weeks; mo = months) in the Duration column and press Enter.  Sort the Information: Select Project  Sort, and then choose a
sorting option.
 To Create a Milestone: Enter 0 (zero) in the Duration column. Or, click
the Task Information button and select the Advanced tab, click the  View the Critical Path: Select View  More Views, select Detail
Mark task as Milestone check box and click OK. Gantt from the dialog box and click Apply.

 To Create a Recurring Task: Select Insert  Recurring Task Tracking Progress

from the menu, enter information into the Recurring Task Information dialog
box, and click OK.  Always save a baseline plan before beginning to track progress.
 To Access Task Information: Select the task and click the Task  Update Tasks: Select the task you want to update and select Tools 
Information button on the Standard toolbar. Or, press Shift + F2 Tracking  Update Tasks from the menu.

 To Organize the Task List: Create summary tasks and subtasks by  Update Resources: In Resource Usage or Task Usage view, select
selecting the task(s) and clicking the Outdent or Indent button on the View  Table  Work from the menu. Find the resource you want to
Formatting toolbar. update and update new actual work value.

 To Link Tasks: Press Ctrl and select the two tasks you want to link in the  Update Costs: Turn off automatic cost updating: select Tools 
order that you want to link them and click the Link Tasks button. Options from the menu, click the Calculation tab, uncheck the Actual
costs are always calculated by Microsoft Office Project check
 To Unlink Tasks: Press Ctrl and select two linked tasks in the order box, and click OK. In Task Usage view, select View  Table 
they are linked. Click the Unlink Tasks button. Tracking from the menu. Enter updated costs in the Act. Cost fields.
 To Split a Task: Select the task, click the Split button, and use the  Check Project Variance: In a task or resource view, select View 
dividing tool to split the task’s Gantt bar. Table  Variance from the menu.

 To Enter Lag or Lead Time: Click the successor task, and click the Balancing the Project
Task Information button. Click the Predecessors tab and enter a
lead time with a (-) minus sign, or lag time with a (+) plus sign in the Lag box.  To Identify an Overallocated Resource: Open Resource
Usage view and select Project  Filtered For  Overallocated
 To Enter a Task Deadline or Constraint: Click the task to which
Resources from the menu.
you want to add a deadline and click the Task Information button. Click
the Advanced tab, and enter a deadline into the Deadline box, or choose  To Balance Overallocated Resources Automatically: Select
the constraint you want to use, and enter the Constraint date. Tools  Level Resources from the menu. Click the Automatic
bullet and the Level Entire Project bullet, then click the Level Now
 To Assign a Task Calendar: Select the task, click the Task button. Click the Entire Pool option and click OK.
Information button and click the Advanced tab. Click the Calendar
list arrow and select a calendar from the drop-down list.  To Reassign Work: Open Gantt Chart view, select the overallocated
resource and click the Assign Resources button. Select the
 To Apply a Filter: Click the Filter list arrow on the Formatting toolbar overallocated resource, click the Remove button, select another resource
and select the filter you want to apply to the project. and click Assign.

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Contact Us at [email protected] for organizational use.
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