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Project 207 Environment

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PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: training@pa-ips.com




Section 2
The Project 2007
Environment













Project 207 Environment

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PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: training@pa-ips.com
SECTION OBJECTIVES
Upon completion of section 2, you will be able to:
Start project 2007
Understand the project screen
Understand the Gantt chart view
Learn about the Entry and Gantt Chart view
Understand the timescale
Zoom-in-zoom out on the timescale
Open a new project file
Navigate the screen
















Exploring the project 2007 Environment
Project 207 Environment

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PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: training@pa-ips.com
Starting project 2007
When you open, the project guide side pane and toolbar will appear



The project Guide is there to assist you in performing various functions within project 2007. As
illustrated on the project Guide Toolbar, MS project will provide assistance in entering tasks,
tracking a project, setting up resources, and reporting functions.
To obtain assistance, simply click on the appropriate choice on the toolbar
To close the project Guide, click on the x at the top right of the project Guide
sidepane, or click on view, then toolbar and close Project Guide.



Then project 2007 screen
Project Guide
Project guide Toolbar
Menu Bar Standard
Toolbar
Formatting
Toolbar
Show button
On Two Rows
Project 207 Environment

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PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: training@pa-ips.com







Menu Bar-appears at the top of the screen, and many commands will be similar to commands
that you see in other Microsoft programs.
When you click on each command, a drop down list of commands appear
Click on the appropriate command in the list
Toolbars- the standard and formatting toolbars appear below the menu bar. Shortcut buttons
on these toolbars allow you to quickly access the most common commands.
Place your mouse over the short-cut button to see a description.
Enter Bar- when your mouse is an active cell, the entry bar displays the text
Entry bar
View bar Entry Table Divider bar
Horizontal
Scroll bar
Split pane
Project 207 Environment

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PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: training@pa-ips.com
Information can be edited, deleted, or inserted,
Click in the entry bar where the text is to be edited, deleted or inserted
At the insertion point, edit, deleted or insert the new text
Confirm or cancel the change by click on the x or the at the left of the text
View Bar- the view bar contains icons that reflect the views that Microsoft feels are used most
frequently
The current view you have selected from the view bar, will be recessed
Change to a different view, by clicking on another icon in the view bar
To see additional views, scroll to the bottom of the view bar, and click on the more view
icon. Choose the desired view from the list.
To remove the view bar from the screen, choose view on the command line, and view
bar, to deactivate it.
Smart tags- periodically as an action is being performed a smart tag will appear in the cell
informing you of actions that you could take
To perform then action, simply click on the smart tag, and choose the actions.












Opening an Existing Project File
Project 207 Environment

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PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: training@pa-ips.com
To open a project file that currently exists
Choose file, open ( you will see a file open dialogue box)
Click the drop down arrow: entry bar, to choose the location.





Double click the file name, or select the file and click on the open button





To start a New Project File
Project 207 Environment

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PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: training@pa-ips.com
To open a new project file that does not currently exist
Click on file , new
Double click on blank project( or select the templates option)




Note: you can choose to use Microsoft project templates, located on-online, or you may have
saved a previous project file that you created, as a template for a future project.




Project 207 Environment

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PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: training@pa-ips.com
A new file appears, and the project Guide is displayed on the left side of the screen. To have
Microsoft project assist you with entering task information, click on Tasks on the project Guide.

To have Microsoft project assist you with Resource information
Click on Resource, on the project guide toolbar

To have Microsoft project assist you with Tracking information
Project Guide
Toolbar
Project Guide
For Task
information
Project 207 Environment

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PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: training@pa-ips.com
Click on track, on the project Guide Toolbar


To have Microsoft project assist you with Reporting information
Click on Reporting, on the project Guide Toolbar



Turning off the project Guide
Project 207 Environment

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PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: training@pa-ips.com
To turn off the project guide
Click on the X at the top right corner of the project guide

Or
To turn the project guide off permanently
Choose view on the command line, and turn off project guide







Project 207 Environment

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PAN-AFRICAN INSTITUTE OF PROFESSIONAL STUDIES. Email: training@pa-ips.com
Timescale and scroll buttons



Clicking on the zoom-in and zoom-out button will move one increment at a time, back to 15
minutes intervals, or all the way out to half year intervals (H1,H2)

NOTE: the timescale in the above Gant chart is zoomed to one week interval

Timescale
Zoom-in and zoom-out buttons
Will change the timescale
Scroll bar/
Arrows

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