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Microsoft Project 2010 : Formatting and Sharing Your Plan (part 2) - Customizing the Timeline View

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5/13/2013 3:55:10 AM

Customizing the Timeline View

The Timeline view is best suited to display some tasks from the Gantt Chart view in a less complicated format. The Timeline view is especially well suited for conveying quick summaries of project plans, as you will see in this exercise.

In this exercise, you customize the Timeline view and adjust some display details on the Timeline.

  1. Click anywhere in the Timeline view.

    Project shifts focus to the Timeline view, and displays the Timeline Tools on the Format tab.

  2. On the Format tab, in the Insert group, click Existing Tasks.

    Customizing the Timeline View

    The Add Tasks to Timeline dialog box appears.

    This dialog box contains an outline of the summary and subtasks in the project plan.

  3. Check the boxes for the following task names:

    • Planning Phase

    • Planning complete!

    • Internal Launch Phase

    • Public Launch Phase

    • Author travel and appearances

    Customizing the Timeline View

    These tasks are summary tasks and a milestone task that you will add to the Timeline view.

  4. Click OK.

    Project adds the summary tasks and milestone to the Timeline view. If necessary, adjust the horizontal divider bar so you can see more of the Timeline view.

    Customizing the Timeline View

    Next you’ll adjust the formatting of the Author travel and appearances summary task on the Timeline.

  5. In the Timeline view, click the bar for the Author travel and appearances summary task.

    Only a portion of the summary task name is visible. Hover over the bar name and Project displays a ScreenTip with the task’s full name and other details.

    Customizing the Timeline View
  6. On the Format tab, in the Current Selection group, click Display as Callout.

    Customizing the Timeline View

    Project displays this summary task as a callout, which for this task has the advantage of making the full task name visible.

    Customizing the Timeline View

    Next you’ll add the final milestone task to the Timeline, but you’ll use a different technique.

  7. In the Task Name column, click the name of task 24, Launch complete!

  8. On the Task tab, in the Properties group, click Add to Timeline.

    Customizing the Timeline View

    Tip

    You can also right-click the task name and click Add to Timeline in the shortcut menu that appears.

    Project adds this milestone task to the Timeline view.

    Tip

    As you can see on the Timeline, Project displays the milestone tasks as callouts and uses the diamond marker that is a visual convention for milestones.

Pan and Zoom the Gantt Chart View from the Timeline View

Have you noticed the shading and the vertical lines and horizontal bar on the Timeline view? These are pan and zoom controls you can use to scroll the Gantt Chart view horizontally or to change its timescale.

Pan and Zoom the Gantt Chart View from the Timeline View

These pan and zoom controls appear in the Timeline view when the Gantt chart’s timeline shows less than the full project plan’s duration on the screen.

To scroll the Gantt Chart view, click and drag the horizontal bar that appears above a portion of the Timeline. This is a convenient way to display a specific date range in the Gantt Chart view.

To change the timescale in the Gantt Chart view, drag the left or right vertical line on the edge of the scrolling bar in the Timeline view. As you do so, Project adjusts the timescale in the chart portion of the Gantt Chart view so that the time frame that appears in the unshaded portion of the Timeline view is also visible in the Gantt Chart view.

You may find the Timeline view useful not only for creating simplified representations of key details from your project plans, but also for navigating with the Gantt Chart view.

 
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