Microsoft Project Tips

/Microsoft Project Tips
2 11, 2020

New Functionality in Project for the Web – Export to Excel

By |2020-11-02T11:26:24+00:00November 2nd, 2020|Microsoft Project Tips|

During the week of October 26, Microsoft added some major new functionality to Project for the web. The new Export to Excel feature exports every column of data from the project, including both default and custom columns, into the resulting Microsoft Excel workbook. I really like how this functionality works, as the resulting Excel workbook [...]

22 10, 2020

Keyboard Shortcuts in Project for the Web

By |2020-10-22T10:24:34+00:00October 22nd, 2020|Microsoft Project Tips|

For the past couple of weeks, I have been busy creating training content for the new Project for the Web application. Beyond the usual keyboard shortcuts like Control + C to copy an item to the Clipboard, I have uncovered a number of additional keyboard shortcuts in the software. Most of these keyboard shortcuts apply [...]

8 10, 2020

Creating and Using Project Templates in Project for the Web

By |2020-10-08T11:14:27+00:00October 8th, 2020|Microsoft Project Tips|

Background Because Project for the Web is still such a new application, with new functionality being added to it every month Microsoft, there is currently no default method for creating and using templates. This includes both personal templates that you create and use, along with organizational templates that someone creates for everyone to use in [...]

23 09, 2020

Cancel an Unneeded Task

By |2020-10-22T10:08:16+00:00September 23rd, 2020|Microsoft Project Tips|

Background Information During the Planning stage of a project, it is appropriate to delete unneeded tasks from the project. After you have saved a baseline for your project, however, it is a very bad practice to delete unneeded tasks. This is because deleting a baselined task also deletes the baseline information about the task, which [...]

10 09, 2020

Delay the Start of Resource Work on a Task

By |2020-09-10T12:54:39+00:00September 10th, 2020|Microsoft Project Tips|

A Problem and a Solution Several months ago, there was an interesting question in the Project Standard and Professional user forum on the Internet. The user who posted the question had the following situation in his Microsoft Project schedule: He needs to assign two resources to a task. Each resource will work full-time for 80 [...]

31 08, 2020

Understanding the Meaning of Scheduling Ignores Resource Calendars

By |2020-08-31T11:59:43+00:00August 31st, 2020|Microsoft Project Tips|

Background Information In Microsoft Project, you can completely override the schedule of any task by assigning a Task calendar to the task. Common needs for using a Task calendar might include the following: In an organization that normally works Monday – Friday only, you need to schedule a task to be worked on a [...]

17 08, 2020

Drag and Drop Tasks from One Resource to Another

By |2020-08-17T13:14:26+00:00August 17th, 2020|Microsoft Project Tips|

Dragging and Dropping Tasks Many Microsoft Project users probably know that you can move tasks in any task view, such as the Gantt Chart view, by “dragging and dropping” the tasks. To drag and drop a task, click the row header at the far left end of the task row, then release the mouse button. [...]

16 06, 2020

Microsoft Project Quick Tip: Set the Split Bar Location for All New Blank Projects

By |2020-06-16T15:16:17+00:00June 16th, 2020|Microsoft Project Tips|

Background One minor issue I have with Microsoft Project is that it places the split bar to the right of the Resource Names column by default every time I launch the software and create a new blank project, such as shown in Figure 1. I would prefer that the software dock the [...]

24 03, 2020

Set Date Formatting by Project

By |2020-03-24T12:34:05+00:00March 24th, 2020|Microsoft Project Tips|

BackgroundThere was an interesting question recently in the Microsoft Project user forum. The question was so interesting, as was my answer to the question, that I wanted to share this information with you. A Microsoft Project desktop user needed to know how to set the date formatting on a project by project basis. He stated [...]

28 02, 2020

Microsoft Project Trivia: Options Settings – Where Are They Stored?

By |2020-02-28T12:21:56+00:00February 28th, 2020|Microsoft Project Tips|

Background I answered in question recently in the Project Online General Questions and Answers user forum. The user asked a question was about the leveling options found in the Resource Leveling dialog and how to distribute those leveling options settings to other Microsoft Project users in his organization. I thought the question was interesting, and [...]

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