To access options for command bars, right-click any Microsoft Project toolbar or Menu bar, and choose Customize from the shortcut menu to open the Customize dialog box. Click the Options tab to view the options for menus and tool bars (see Figure 21.10).
Customizing Command Bars
While the Customize dialog box is open, all displayed command bars are open for editing. Drag menu items or buttons to new locations to rearrange them, or drop them in the document window to delete them. To add a toolbar button or menu command, click the Commands page of the Customize dialog box. The Commands page from Microsoft Project is shown in Figure 21.11.
Commands are grouped into categories. Choose a category in the Categories pane, and then locate the command you want to add in the Commands pane. (Click the Description button to see a brief description of the selected command.) Drag the command onto a toolbar or the Menu bar. To add a command to an existing menu, point to the menu and then place the command in the appropriate place when the menu opens .
You can rearrange, delete, or display toolbar buttons and menu items without opening the Customize dialog box. Simply hold the AIt key while you drag the command.
Each toolbar has its own set of built-in buttons.To quickly add or remove built-in buttons on a toolbar, click the More Buttons drop-down arrow on the right end of any toolbar, and choose Add or Remove Buttons from the menu. Buttons displayed on the menu have a check mark. Click the button name to add or remove the button from the toolbar.
You aren’t limited, to the built-in toolbars. Creating a new toolbar gives you the opportunity to gather all the toolbar buttons you frequently use in one place. To create an entirely new toolbar, click the New button on the Toolbar page of the Customize dialog box. You are prompted for a new toolbar name. Enter the name and click OK to create an empty toolbar. To populate the toolbar, drag buttons onto the toolbar from the Commands list. To copy a button from an existing toolbar, hold Ctrl while dragging the button.
Creating and Using Custom Project Templates
Every project is based on a template, which can be defined as a predefined set of project information. When you create a new blank project, you are using the default Global project template, GLOBALM.PTT. he Global template is blank, but does contain some very general default project settings.
Similar to other Microsoft applications, Project 2000 comes with a number of predefined templates, specifically nine different project templates. In addition, you can create your own templates or modify an already existing template to meet your needs. By default, the project templates are stored in C:\Program Files Microsoft Office Templates\ 1033.
Opening a template is as easy as opening a file. When you open a project template, you are opening up a copy of the project file based on a particular template, not the actual template.
Follow these steps to open one of the nine templates provided by Microsoft Project:
1. Choose File >- New to display the New dialog box.
2. Click on the tab labeled Project Templates.
3. Select the template icon that you want to use to create a new project.
4. Choose OK to open the new Project Information dialog box.
5. Enter the appropriate data in the Project Information dialog box. At minimum, enter the project’s Start Date and verify that the current, date is correct.
You are now working in a project file based on·the template you chose. The project is named after the template until you save it the first time and specify a different file name. If you need more information on how to save a file, refer to “Saving Project Files” in “Working in Project 2000.”
Using the Sample Templates
The templates that come with Microsoft Project 2000 provide a framework for several different types of common projects. Each template can be modified to meet the specific needs of you and your organization. Table 21.3 lists the Microsoft Project templates and gives a brief description of each. For more detailed descriptions of the templates, review Bonus B, “Getting a Head Start with Project 2000 Templates,” on the Downloads page of
Ceating a New Template
When one of the pre-existing project templates doesn’t meet your needs, you can create your own template for your organization, division, or department’s use. Many companies, for example, that utilize a quality methodology have a set of project tasks that must be completed throughout every project life cycle. It Is necessary to complete these tasks In order to ensure-that the quality methodology Is being adhered to. This can easily be achieved by creating a new project template.
Follow these steps for creating your own template:
1. Create a project with all the necessary Information that you want to be contained In ,the template.
2. Choose File. Save As.
3. Enter the name of the template in the File Name text box.
4. Choose Template from the Save as Type drop down list.
5. Click the Save button.
6. Choose any type of data you do not want to save with the template by clicking the check boxes in the Save As Template dialog box that opens.
7. Click Save
To base a project on the template you created, select New from’ the File menu. Your new template appears among all the predefined project templates.
Modifying Template Files
To modify a template, open a copy of the template by choosing the template, making the changes, and saving the file as a template. You can either save over the original template by giving it the same name or save it with a different name.
Making Changes to the Global Template
In Word, new documents are based on NORMAL. DOT, Word’s default template. New Project 2000 files are based on GLOBAL. MPT, which is called the global template. Some of the settings in the Options dialog box (for example, the Effort Driven setting) affect the global template. Other changes are made in the Organizer.