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The Best Way to Create “Views” in Microsoft Project

99 Tips and traps for microsoft project - ebookThe Smart Way to Create Views in MS Project Software

A Single Gantt Chart View is made from a Gantt Screen and includes a Table, an optional Group and an optional Filter. A View also holds the Bar formatting and Print settings.

If your project requires multiple but similar Views, for example, headers and footers may need to contain the same print settings and bar formatting consistent, then the following process is recommended:

– Create the first View and make sure the Bar formatting and the Print settings are correct.

– The print preview Header, Footer and Legend should read all the text data from the File, Properties form. Thus a change to the header or footer text can be made in one place for all Views, the File, Properties form.

– Ensure that you have hidden all the bars that you do not want displayed in the Legend, by placing an “*” in front of the bar name in the Bars form.

– Create new Views by copying the first View only after it has been checked, double-checked, and checked again.

– Each new View should have a unique name. This name is also used for the Table, Group and Filter names associated with the View, so each view has its own unique Table, Filter and Group.

These uniquely named Tables, Groups and Filters should not be displayed in the menus to avoid their inadvertent application and corruption.

Eastwood Harris Supplies Project Management Training Manuals, Project Management Training Presentations and Consulting on Primavera P6 and Microsoft Project 2010 across Australia.


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