Create and customise your own view components within Microsoft Project

Did you know that you can create and customise your own view components within Microsoft Project? Did you also know that when developing Microsoft Project components there is a very useful function which allows you to copy project components from one project to another.  This function is Organizer.

All project plans can contain a number of view components for many different purposes such as data inputting or for reporting purposes for example.  Within Microsoft Project, a new view component can be created from scratch, edited from an existing view component or a copy taken of an existing view component to create a new view from. 

To create a new view component

• for Microsoft Project 2003/2007
• for Microsoft Project 2010
   

If you are using Microsoft Project 2003/2007, to copy an existing view to create a new view component:

1. From the View menu, select More Views…Displaying the More Views dialog box.

2. The active view component you wish to copy from will be highlighted by default, within the More Views list:

3. Select  to copy the active view component.

4. Within the View Definition dialog box, enter your own view name to create a new view:

5. Select  to confirm.

6. Within the More Views dialog box, the ‘My Gantt Chart View’ will now appear within the view list and has been created as a new view component which is saved by default, within the current plan:

7. Select  to apply the changes and to activate this view within the project plan.

8. Various view customisations can now take place without overwriting the original default view.

 

If you are using Microsoft Project 2010, to copy an existing view to create a new view component:

1. On the View tab, in the Task Views group, select More Views from the Other Views: drop down… Displaying the More Views dialog box.

2. The active view component you wish to copy from will be highlighted by default, within the More Views list:

3. Select  to copy the active view component.

4. Within the View Definition dialog box, enter your own view name to create a new view:

5. Select  to confirm.

6. Within the More Views dialog box, the ‘My Gantt Chart View’ will now appear within the view list and has been created as a new view component which is saved by default, within the current plan:

7. Select   to apply the changes and to activate this view within the project plan.

8. Various view customisations can now take place without overwriting the original default view.

 

Newsletter Alerts

Hope you found this tip helpful.If you want to be alerted when new tips come out or keep up to date with our Project Learning news, sign up to our newsletter - or choose one of the methods in the right hand column.

Remember to bookmark our blog too

More Hints & Tips coming soon...

 

Comments

[henry gillard]

With the suggestions and advice, it would be halpful to advise if the apply to just MS Project or to Project Server too