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Working Smarter with Microsoft Project

You're reading from   Working Smarter with Microsoft Project Implement effective project control techniques to maximize efficiency and drive successful outcomes

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Product type Paperback
Published in Nov 2024
Publisher Packt
ISBN-13 9781835883983
Length 312 pages
Edition 1st Edition
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Author (1):
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Staci Warne Staci Warne
Author Profile Icon Staci Warne
Staci Warne
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Table of Contents (20) Chapters Close

Preface 1. Chapter 1: Defining the Project Schedule 2. Chapter 2: Working with Project Calendars FREE CHAPTER 3. Chapter 3: Managing and Defining Tasks 4. Chapter 4: Creating, Defining, and Assigning Resources 5. Chapter 5: Defining a Baseline for Project Progress 6. Chapter 6: Identifying and Managing the Critical Path 7. Chapter 7: Tracking Methods for Decision-Making 8. Chapter 8: Optimizing Projects with Advanced Resources 9. Chapter 9: Handling Overallocations 10. Chapter 10: Managing Costs Effectively 11. Chapter 11: Customizing Reports 12. Chapter 12: Project Manager’s Toolbox 13. Chapter 13: AI, ChatGPT, and Microsoft Project 14. Chapter 14: Practice Exercises 15. Index 16. Other Books You May Enjoy Appendix A: Project Management 1. Appendix B: AI and ChatGPT Project Charter Prompt 2. Appendix C: Discussion Points and Assessment Questions

The QAT

If you have been using Microsoft Project with no formal training, you may have never noticed the Quick Access Toolbar (QAT). I always think that the phrase “you don’t know what you don’t know” applies to this toolbar. It is located in the top-left corner of this application. This is named the QAT and is a customizable toolbar used to display your most frequently used tools. By default, this is what you will see on the Quick Access Menu:

  • A save button
  • An undo button
  • A redo button
  • A drop-down arrow for more commands.

Here is how it will look to you:

Figure 1.10: The QUAT

Figure 1.10: The QUAT

Note

Use the drop-down arrow in the QAT to add additional suggested buttons or an option to go to More Commands, which opens a dialog box to allow customizations. This also gives the option to show the toolbar above or below the ribbon. The default is to show it above the ribbon.

We can customize the QAT as per our needs. The following are the steps to customize it:

  1. Click the drop-down arrow at the right of the QAT or click File | Options | Quick Access Toolbar.
Figure 1.11: The Project Options dialog box with Quick Access Toolbar selected

Figure 1.11: The Project Options dialog box with Quick Access Toolbar selected

  1. In the Choose commands from dropdown, select All Commands. You will now have access to all buttons possible for the toolbar.
  2. Click Add, which will copy the item over to the Customize Quick Access Toolbar field on the right side.
Figure 1.12: Customizing the QAT

Figure 1.12: Customizing the QAT

  1. Select the command that you want to add to the QAT. My recommendations are as follows:
    1. Close All
    2. Update Tasks
    3. Entire Project
    4. Copy Picture
    5. Scroll to Task
    6. Gantt Chart
Figure 1.13: A customized QAT

Figure 1.13: A customized QAT

  1. Select the item and either double-click on it or click the Add button that is in the center between the Choose commands from box and the Customize Quick Access Toolbar box. You can also double-click on the command that you want to send from one box to the other.
  2. Rearrange the commands in the order you would like them to appear by selecting a command in the Customize Quick Access Toolbar box and using the arrow up or arrow down buttons to move it to the desired location.
  3. Click OK and the buttons will now be on the toolbar:
Figure 1.14: Customized QAT

Figure 1.14: Customized QAT

The QAT can be a real time-saver for helping you get around quickly and efficiently within Microsoft Project. Time is the one thing we all need more of and, if used correctly, this technique will help free up your time.

To reinforce the concepts taught in this chapter, please refer to Chapter 14, Practice Exercises, for a practice exercise written specific for this chapter. This exercise will help solidify your understanding and provide hands-on experience with the material covered. Appendix C, Discussion Points and Assessment Questions, will enhance your learning experience or those of your students and teams by promoting continuous learning assessment and discussion topics for each chapter.

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