Customizing Project
Microsoft Project

Workshop description:

At the end of this one-day workshop the participant will know how to use Microsoft Project to design and create templates to meet your unique information requirements. This is a hands-on course in which the participant will develop a template. Emphasis is on the strategies and techniques for customization.

You will learn to:

  • Create custom views, tables, filters and reports

  • Create templates

  • Create macros to automate repetitive tasks

  • Share customization with all project users

Target Audience:

Experienced user of Microsoft Project, who want to design, develop and implement custom reports and project templates for project stakeholders.


The participant has taken Microsoft Project Introduction Course and Intermediate I course.

Course Outline

Module One-Basics of Templates

  • Templates defined

  • Overview of file formats

  • Planning a template

Module Two-Define Custom Fields

  • Field types

  • User defined types

  • Defining fields

Module Three-Customize Tables

  • Table basics

  • Defining table columns

  • Formatting tables


Module Four-Create Custom Filters

Module Five-Design Custom Forms

  • Basics of forms

  • Editing an existing form

  • Creating a new form

Module Six-Format Graphs

  • Customize the Gantt chart

  • Customize the calendar view

  • Create analytical graphs

Module Seven-Design Reports

  • Basics of reports

  • Customize a report

Module Eight-Design Views

  • Basics of views

  • Design a single pane view

  • Design a combination view

Module Nine-Customize Menus and Toolbars

  • Basics of Menus and Toolbars

  • Customize the menu

  • Customize a toolbar

Module Ten-Record Macros

  • Plan a macro

  • Record a macro

  • Edit a macro

  • Assign a macro to a toolbar button

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