Microsoft® Project 2013

Lesson 11
Customizing Views

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Objectives

By the end of this lesson, you will be able to:

● Relate to the pinning and saving feature of Microsoft® Project 2013

● Explain how Microsoft® Project 2013 can integrate with Lync infrastructure

● Identify the ways to customize reports in Microsoft® Project 2013

● Describe new features in Microsoft® Project 2013

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Pinning and Saving Files

The backstage view in Microsoft® Project 2013 includes a variety of new features. One of these features is the ability
to pin recent files you have worked upon in Microsoft® Project 2013.

How to pin recent files in Microsoft® Project 2013:

• Click the File tab.

• Click the New command.

• The recent files will be at the top of the list that is displayed.

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Pinning and Saving Files (contd.)

File saving feature in Microsoft® Project 2013:

With this feature, Microsoft Project® 2013 files can be saved directly in SharePoint and projects can be synced as well.

File saving feature helps in saving files to and from:

Local and Network folders

Web Servers

SkyDrive (now called OneDrive)

Project server locations

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Using Microsoft® Project 2013

The backstage view includes a mini-tutorial on how to use Microsoft® Project 2013. Following are the steps to access
this tutorial:

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Task Path

The Task Path feature allows you to:

● Select any task in the timeline and view the path that is required for the task to be completed.

● Take a look at the tasks getting affected by the task whose path is being viewed.

● Detect the predecessors and successors that drive the completion of the task.

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Lync Integration

If an organization uses Lync internally, Microsoft® Project 2013 will integrate with the Lync infrastructure.

● Lync allows the project managers to interact with any work resource directly from within Microsoft® Project 2013.

● This can be done by hovering the mouse on the resource’s name and selecting it from the Lync menu.

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Report Customization

Microsoft® Project 2013 introduces a number of report templates that allow better flexibility.

Report Customization

Change the data Customize the

being displayed appearance
• Project managers can change the data displayed • Project managers can modify the look and feel of
within a tabular or graphical report. the reports.
• This helps in easy filtering and grouping of the • They can utilize the multiple design options that
data. come with the ribbon.

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Example of Report Customization — Step 1

Here is an example of report customization in Microsoft® Project 2013.

Step 1: Cumulative Work chart is displayed

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Example of Report Customization — Step 2

Here is an example of report customization in Microsoft® Project 2013.

Step 2: Click the chart area.

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Example of Report Customization — Step 3

Here is an example of report customization in Microsoft® Project 2013.

Step 3: Deselect the Cumulative Work checkbox.

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Example of Report Customization — Step 4

Here is an example of report customization in Microsoft® Project 2013.

Step 4: Click the Actual Work checkbox.

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Example of Report Customization — Step 5

Here is an example of report customization in Microsoft® Project 2013.

Step 5: Deselect the chart area to view Actual Work chart without the Select Fields List pane.

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Other New Features in Microsoft Project® 2013

Following are the new features in

Microsoft® Project 2013.

• Print Preview allows the user to see what

will be printed within the Print dialog Built-in Themes
box.

• A high-fidelity user interface and visuals

allow better presentations on high-
resolution screens.
Print Preview
• Built-in themes help to make applications
look attractive

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Knowledge Check 1

Which view in Microsoft® Project 2013 provides access to the mini-tutorial?

Select the answer.

a. Timeline view

b. Backstage view

c. Resource Form view

d. Team Planner view

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Knowledge Check 1

Which view in Microsoft® Project 2013 provides access to the mini-tutorial?

Select the answer.

a. Timeline view

b. Backstage view

c. Resource Form view

d. Team Planner view

Answer: b. Backstage view

Explanation: The mini-tutorial on Microsoft® Project 2013 can be accessed from the Backstage view.

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Knowledge Check 2

Which feature in Microsoft® Project 2013 provides access to predecessors and successors of a task?
Select the answer.

a. Task Sheet

b. Task Usage view

c. Task Path

d. Tracking Gantt

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Knowledge Check 2

Which feature in Microsoft® Project 2013 provides access to predecessors and successors of a task?

Select the answer.

a. Task Sheet

b. Task Usage view

c. Task Path

d. Tracking Gantt

Answer: c. Task Path

Explanation: The Task Path feature of Microsoft® Project 2013 helps to visually detect the predecessors and
successors that drive the completion of a task.

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Knowledge Check 3

What can a Project Manager do to interact with any work resource directly from within Microsoft® Project 2013?

Select the answer.

a. Use the Resources feature under the Report tab

b. Use the Resource Pool feature under the Resource tab

c. Utilize the Assign Resources feature under the Resource tab

d. Ensure Lync integration with Microsoft® Project 2013

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Knowledge Check 3

What can a Project Manager do to interact with any work resource directly from within Microsoft® Project 2013?

Select the answer.

a. Use the Resources feature under the Report tab

b. Use the Resource Pool feature under the Resource tab

c. Utilize the Assign Resources feature under the Resource tab

d. Ensure Lync integration with Microsoft® Project 2013

Answer: d. Ensure Lync integration with Microsoft® Project 2013

Explanation: The Project Manager needs to integrate Lync infrastructure with Microsoft® Project 2013 to
interact with any work resource from within the tool.

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Knowledge Check 4

Which view in Microsoft® Project 2013 can help you access files which are pinned and saved?

Select the answer.

a. Gantt Chart view

b. Network Diagram

c. Backstage view

d. Recent dropdown menu under the Report tab

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Knowledge Check 4

Which view in Microsoft® Project 2013 can help you access files which are pinned and saved?

Select the answer.

a. Gantt Chart view

b. Network Diagram

c. Backstage view

d. Recent dropdown menu under the Report tab

Answer: c. Backstage view

Explanation: The Backstage view helps you to access files which you have been working on recently. All you
have to do is click the File tab, followed by the New command.

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Knowledge Check 5

Which feature in Microsoft® Project 2013 helps to detect a task that is affected by a particular task?

Select the answer.

a. Task Sheet

b. Task Usage

c. Task Form

d. Task Path

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Knowledge Check 5

Which feature in Microsoft® Project 2013 helps to detect a task that is affected by a particular task?

Select the answer.

a. Task Sheet

b. Task Usage

c. Task Form

d. Task Path

Answer: d. Task Path

Explanation: The Task Path feature helps to select a task in the Timeline and detect the tasks that are affected
by this particular task.

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Summary

Let us summarize the topics covered in this lesson:

● The pinning and saving feature in Microsoft® Project 2013 provides easy access to
files that have been used recently. Files can be saved to multiple locations such as
local and network folders, SkyDrive, etc.

● The Task Path feature helps to visually detect the predecessors and successors that
help in the completion of a task.

● Microsoft® Project 2013 can integrate with Lync to help a Project Manager interact
with a work resource directly within the tool.

● Reports in Microsoft® Project 2013 can be customized in 2 ways — by changing the

data displayed and by customizing the appearance of reports.

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 Thank You

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