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Master the 2010 Ribbon Bar and Project Features: Tabs, Templates, and Customization

Discover how to effectively utilize the 2010 Ribbon Bar in Microsoft Project. This guide covers the five main tabs - File, Task, Resource, Project, and View - alongside a contextual tab for formatting options such as Gantt charts and timeline views. Learn to customize the Ribbon by right-clicking and accessing options, and create project templates while ensuring to clear out old data. Explore how to utilize SharePoint lists for new files, and manage enterprise templates effectively for optimal portfolio management.

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Master the 2010 Ribbon Bar and Project Features: Tabs, Templates, and Customization

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  1. How to… Mastering the Ribbon Bar, Templates and other Project features

  2. 2010 Ribbon Bar • 5 main tabs • File, Task, Resource, Project, View • 1 contextual tab • Format (Gantt Chart, Timeline, Task Form) http://office.microsoft.com/en-us/outlook-help/learn-where-menu-and-toolbar-commands-are-in-office-2010-and-related-products-HA101794130.aspx http://office.microsoft.com/en-us/templates/project-2010-menu-to-ribbon-reference-workbook-TC101845687.aspx

  3. Customize the Ribbon Bar • Right mouse click on the Ribbon Bar • File > Option > Customize Ribbon

  4. Create a Template • Save Project file • Choose “Project Template (*.mpt)”

  5. Create a Template (cont.) • Remember to clear old data • For enterprise templates

  6. Using Templates • File > New

  7. Create a file from a SharePoint List • File > New • Copy URL of list • You will need to have admin rights to site

  8. Portfolio Management

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