Using Views

When you first start using Microsoft Project, typically the first view you use is the Gantt Chart, which is the default view. Here, you enter information such as tasks, durations, and task relationships. Then you might use the Resource Sheet, in which you enter resource information. As you continue to plan your project, your requirements become more sophisticated, and you find you need other views. For example, you might want to see all your tasks with their current percent complete, along with the critical path. Or you might need a graph showing a particular resource's workload throughout April and May.

For more information about other view options, see "Arranging Your Microsoft Project Workspace" later in this chapter on page 132.

The most commonly used views are available on the View menu. All views are available on the More Views submenu. To switch to a different view, do the following:

1 Click View and then look for the view you want.

2 If the view you want is listed, click its name. If the view is not listed, click More Views. The full list of available Microsoft Project views appears (see Figure 4-2).

Tip Change the default view

To change the view that opens when you first open Microsoft Project and create a new project file, click Tools, Options and then click the View tab. In the Default View box, click the view you want to appear by default whenever you create a new project file.

This setting changes the view only for any new project files. For an existing project file, the last view shown when you saved and closed the file is the one that appears when you open it again.

Figure 4-2. The More Views dialog box lists all available views in alphabetical order.

3 Double-click the view you want. It appears in your Microsoft Project workspace, replacing the previous view.

Keep in mind that when you switch from one view to another, you're not changing the data; you're just getting a different look at the data in your project database.

If you display the View bar, you can use it to quickly switch views. To show the View bar, do the following:

1 Click View, View Bar. The View bar appears on the far left edge of the Microsoft Project window (see Figure 4-3). The same views that appear on the View menu are listed on the View bar.

Figure 4-3. The View bar lists icons for the same views shown in the View menu.

2 Click a view's name or icon to switch to that view. If you can't see the view's name, click the arrow at the bottom of the list to see more views.

If the view isn't listed on the View bar, click More Views to see the full list.

Tip Switch views with Active View bar

To hide a showing View bar, click View, View Bar.

When the View bar is hidden, a blue vertical bar appears between the Project Guide side pane and the current view. This is the Active View bar, and it shows the name of the current view. To change the current view, right-click the Active View bar. If the view you want appears in the shortcut menu, click it. Otherwise, click More Views to display the More Views dialog box and then click the view you want.

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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