Using Project menus

The menus in Project 2003, which you access via the menu bar at the top of the screen, work like the menus in Office XP and Office 2003; by default, commands are available "on demand." That is, when you open a menu, you see a small subset of commands that Microsoft believes you'll use most often. In addition, at the bottom of the menu, you see a pair of downward-pointing arrows, as shown in Figure 2-8. If you highlight the pair of arrows (or pause for a few moments), Project displays the other commands that usually appear on the menu, as shown in Figure 2-9. After you select a command, that command appears on the menu as soon as you open the menu.

Behavior Display Subset Command Fail
Figure 2-8: Initially, only a subset of commands appears on a menu.

You can change this menu behavior so that all commands appear on a menu when you open it. To do this, use the Customize dialog box.

The Customize dialog box is described in detail in Chapter 24.

Several of the menus in Project offer commands that are probably quite familiar to you, such as Save, Print, and Copy. Other menus on the menu bar are specific to the tasks that you perform with Project.

Table 2-1 shows the various types of functions that you can perform from each menu.

Figure 2-9: When you pause or click the down arrows at the bottom of the menu, the rest of the menu commands appear.

Table 2-1 Microsoft Project Menus

Menu

Types of Functions Available

File

Open and close new and existing files; save and print files; adjust page setup and document properties; and route files to e-mail recipients.

Edit

Cut, copy, and paste text or objects; manipulate data with Fill, Clear, and Delete commands; link and unlink task relationships; and locate information with Find, Replace, and Go To commands.

View Select various default views of your project; access standard report formats; choose to display or hide various toolbars; use the Zoom feature; and enter header and footer information.

Menu

Types of Functions Available

Insert

Insert new tasks, another Project file, or columns in views and insert various objects into your schedule, including drawings, Excel charts, Word documents, media clips, and even hyperlinks to Web sites.

Format

Adjust the appearance of text, task bars, and the Timescale display and change the overall appearance of a view's layout.

Tools

Run or modify Spelling and AutoCorrect functions to proofread your schedule; access workgroup features; establish links between projects; and modify your working calendar or resources. You can also customize standard views and functions with the Organizer, Options, or Customize commands; record macros; and initiate tracking functions. If you're using Project 2003 Professional, you can set Enterprise options.

Project

Display task or project information or notes, and use commands to sort or filter tasks to see specific details. You can also control outlining features of your project tasks.

Collaborate

Publish project information to Project Server, request or update progress information, view the Project Center and Resource Center, analyze or model a portfolio, discuss risks and issues, view documents posted by other users, and set Collaboration options. If you're using Project Standard, you don't see this menu.

The remaining two menus, Window and Help, contain commands to arrange windows on-screen and to access Help features, respectively.

- Cross- See Chapter 3 for more information on the Help system in Project.

' Reference

Microsoft has placed corresponding tool symbols and keyboard shortcuts (such as Delete or Ctrl+F) next to the menu commands, as shown in Figure 2-10. This display helps you to get things done more quickly in Project. Notice also that the main menus sometimes open up submenus (also called side menus or cascading menus). A black arrow to the right of a command indicates the presence of a submenu. Finally, if you choose a menu command followed by an ellipsis (. . .), such as Find . . . or Replace . . ., Project displays a dialog box.

Figure 2-10: Tool symbols appear to the left and keyboard shortcuts appear to the right of commands on Project menus. Submenus offer more choices, and dialog boxes appear if you click a menu command that is followed by an ellipsis.
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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