Show Menu

Microsoft Project Cheat Sheet by

Project Microsoft Software Beginners
software     microsoft     beginners     project

Task ribbon

View
Select different elements of the project you would like to view
Clip board
Cut, paste, copy and paint formatting
Font
Edit fonts and colours
Sche­dule
Percen­tages
Select completion %
Mark on track
Quickly update tasks to 100%
Respect links
Reschedule a manually scheduled task according to its links
Link and unlink tasks
Split tasks
Indent tasks
Tasks
Manually schedule
Disable auto scheduling
Auto schedule
Have MS Project auto schedule your tasks
Inspect
Check for warnings, resolve problems in tasks
Move
Move the time of your tasks around
Insert
Task
Add a new task
Summary
Add a new logical header for a group of tasks
Milestone
Add an event / completion (not a task)
Prop­ert­ies
Inform­ation
Populate the Task Inform­ation dialog box, which will allow you to add further info to the task such as: Deadlines, notes, custom field and editing predes­sors, resources and general info.
Notes
Populate the Task Inform­ation dialog box at the notes field
Details
Split screen to view Task Details Form on lower half of screen
Add to timeline
Add the selected task to the project timeline
Edit­ing
Scroll to task
Will take you to your task on the gantt chart
Find
Search your Project
Clear
Clear notes, hyperl­inks, formatting or an entire row
Fill
Continue a value into one or more adjoining cells

Project ribbon

Insert
Add a subproject to a main project
Easy to manage related projects via a master project with multiple projects within it
Apps
Store
Go to MS Store to look for apps which work with project. There are free ones and
My apps
Access your apps
Prop­ert­ies
Project inform­ation
View Project Inform­ation dialog box
Custom fields
Manage your custom fields
WBS
Define or renumber the work breakdown structure
Change working time
Manage work days and availa­bility
Sche­dule
Calculate project
Calculate project if you have made a change. Only nessessary if you have turned calcul­ations off in Project Options
Set baseline
Take a snapshot of schedule which includes tasts, resources and assign­ments. Compare multiple in future to see changes.
Move project
Change entire projects start date. Can tick box to also move deadlines
Status
Status date
Set status date to report progress of the project. Used for progress and earned value calcul­ations
Update Project
Update progress info and reschedule work for some or all tasks in the project
Proo­fing
Spell check
 

Resource Ribbon

View
Team Planner - Switch to team planner view
Assi­gnm­ents
Assign resources
To a task
Resource pool
Select where to grab resources from, can use existing projects
Insert
Add resources
Prop­ert­ies
Inform­ation
View Task Detail Inform­ation box
Notes
View Notes in Task Detail Inform­ation box
Details
Screen will split and the Task Details Form will populate on the bottom half of the screen
Level
Level selection
Level resolves resource conflicts by delaying or splitting tasks
Level resource
Level all
Levelling options
update your prefer­ences for leveling tasks
Clear leveling
Clear any leveling delay which has been added to the task or project.
Next overal­loc­ation
move to the next cell with resources which have been over allocated

Report Ribbon

Proj­ect
Compare projects. Compare two versions of the same project. Kind of 'What If' analysis.
View Reports
New report
Create a Blank, Chart, Table or Comparison report
Dashboards
Burndown, Cost Overview, Project Overview. Upcoming Tasks, Work Overview and more
Resources
Overal­located resources and resource overview
Costs
Cash flow, overruns, earned value report, resource cost overview, task cost overview
In progress
Critical tasks, late tasks, milestone report, slipping tasks
Getting started
Best practice analyser, create reports, get started with project, organise tasks, share with your team
Custom
More reports
Recent
More reports
Visual reports
View the projects data in Pivot tables in Excel and Visio

View Ribbon

Task views
Gantt Chart
Using resource name or progress tracking
Task Usage
View all tasks and the resources assigned. Use to update all tasks easily at the end of a day/week
More views
Select other available ways to view tasks
Network diagram
View tasks as a diagram to see how they are interc­onn­ected
Calendar
View tasks on a calander by month, week or custom view
Other views
Brows a number of other veiws available
Resource Views
Team planner
See what everyone is allocated to
Resource usuage
See how everyones hours are allocated
Resource sheet
View resource details
Other views
Select from other views available
Data
Sort
Sort data by name, cost or ID
Tables
View in and export tables
Highlight
Highlight tasks based on "If ##, then highli­ght­"
Group by
Group tasks based on "If ##, then group"
Zoom
Various zoom tools
Split view
Timeline
Add or remove timeline view from top of page
Details
add or remove details (on various areas of the project) from bottom of page
Window
Various Window view selections
Macros
Add and edit macros

Download the Microsoft Project Cheat Sheet

2 Pages
//media.cheatography.com/storage/thumb/nataliemoore_microsoft-project.750.jpg

PDF (recommended)

Alternative Downloads

Share This Cheat Sheet!

Like this cheat sheet? Check out our sponsors!

Readable.io is a collection of tools to make your writing better. More readable content means higher conversion rates and better reader engagement. Measure website and document readability, measure keyword density and more!

Click Here To Get Started!

 

Comments

No comments yet. Add yours below!

Add a Comment

Your Comment

Please enter your name.

    Please enter your email address

      Please enter your Comment.

          Related Cheat Sheets

          Object-Oriented Design Principles Cheat Sheet
          System improvements Cheat Sheet

          More Cheat Sheets by NatalieMoore