Customizing Project 2000 Project Management Help

Microsoft Project 2000 makes it easy to customize the Project environment so that it acts just the way you want it to. You can set options that affect that global template and some that affect only the currently active project.You can customize tool bars and menu bars so they display the buttons and menu features you use most frequently. In addition, you can base your project on one of the nine templates included with Project 2000 or you can create your own user templates for use with future projects. After you get everything the way you like it, Project’s Organizer can then help you share your customized project setting with other projects

Setting Project Options

Options control Project’s overall application appearance and behavior. All of Project’s options are organized into categories and can be found in Project’s Options dialog box. You can access them by choosing Tools> Options from the menu.

Setting Project ()ptions

Setting Project options

Option Setting Types

Options in Microsoft Project can be global or project-specific. Global settings pertain to projects that have already been created, the current project, and any new projects that you create. Project-specific settings pertain only to the current project.

Figure 21.1 shows three examples of project-specific settings on the View tab of the Options dialog box in the sections titled Cross Project Linking Options, Currency Options, and Outline Options. You can see the project, Coor Care mpp, listed next to each of these options. This makes it easy to identify that those options are-protect specific. If there is not a project name next to the option, you can assume that the setting applies to all projects, and is a default or global setting

Some options give you the choice to apply them to the current project or’ apply them globally to all projects. Anywhere’you see the Set As Default button on the Options dialog box, you .have this choice. The Set As Default button applies only to the specific settings in close to and generally directly above or to the right of the button- all the settings or a tab are not necessarily affected.

set as Defult

set as Defult

option

option

View Options

The View tab, shown in Figure 21.1, lets you specify the. Default view, the view that appears when you open a project, You can also specify the date format you want to use in your projects. You can do this by choosing from the’ available options in the Date. Format drop-down list: Depending on the nature of the majority of your projects, you can choose a date setting that also includes the time. The View tab lets you specify such additional things as the number of decimal places you want to display for currency and what symbol, if any, you would like to use for currency .

Outline Options

The outline options at the bottom of the View tab, shown in Figure 21.to the open project and designate how you want the outlining features to function. Some of these options may be dimmed, depending on which view you are in. To access all the options, you must be in a task view (such as Gantt Chart view). With these options, you can choose to indent sub tasks, show an outline number, and show an outline symbol )’next to each task. If you want to hide summary tasks so only tasks that require action are displayed, clear the Show Summary Tasks checkbox,

General Option

On the General tab of the Options dialog box, shown in Figure 21.2, you can set general options for Microsoft Project and some options specific to the open project. The first section allows you to determine whether you wall Microsoft Project Help to display on startup or the last open file to open automatically the next time you start Project (Open Last File On Startup). It also allows you to set your Recently Used File List on the File menu to whatever number of entries between 0 and 9 you want to see.

Make sure your name is listed in the User Name text box because this field is used to identify who the project author is and who last saved the project-both properties that are invaluable when working on a team project.

The Microsoft Project Planning Wizard is a help system that notifies you when your project is developing conflicts in scheduling or other errors that could affect the accuracy of the project. You can turn off the Planning Wizard or reduce the amount of advice it gives you by daring any of the four Planning Wizard check boxes .

Options available

Options available

The General Options at the bottom. of the General tab relate specifically to the currently active project, in this case Coor Care.mpp. The Automatically Add New Resources and Tasks checkbox is enabled by default, allowing you to add resources to the pool and tasks to the project implicitly. For example, you can create a new resource simply by assigning the resource to a task. When the checkbox is disabled, you’re prompted to confirm the addition of each resource assigned that doesn’t already exist in the resource so you don’t accidentally create resources by misspelling
the name of an existing resource. .

You can also set a Default Standard Rate and a Default Overtime Rate for resources you add to the project. This is a time saver if you use a lot of resources that share the same rate. Be sure to click the Set as Default button if you want these rates to appear in all the projects you create.

Posted on November 26, 2015 in Customizing Project 2000

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