SECTION 1
Lesson 1.2: Meeting Project

   

 

 

We talked a little bit about the different ways to use the different parts of the interface above. Now, let’s break down different types of action items and see how we can interact with Project. As examples, we are going to refer to some concepts we haven’t covered yet, so try to focus on the action item rather than its possible applications.

 

Icons

Just like icons on your desktop, toolbar icons are small buttons with pictures that represent actions. When you click the button, that action will happen. Icons are mostly seen on toolbars. For example, you could click the  icon on the standard toolbar and your project would print out.

 

One great thing about icons is ScreenTips. If you put your mouse over an icon, a small box will pop up telling you what it does, like this:

 

 

This can be really useful if looking at an icon doesn’t tell you what it does.

Drop-down menus

You can use these menus to pick from a number of choices. With some menus, you can type in your choice. A good example is the Group menu on the toolbar, which looks like this: . You can click where it says No Group and then click on an item from a list of values.

Menu items

 

If you click on a menu heading at the top of your Project screen (like, File, Edit, Window, or Help), the menu will expand to show a list of commands. You can then click on any item to perform that action. In the sample to the left, we’ve clicked on the Project menu. Now, we can click any of the items below it to perform that action.

 

 

Expanding menu items

 

Some menu items have a right-facing arrow (►) beside them. This means that once you click on (or put your mouse over) that item, an additional menu will show up (called a sub-menu).

 

In the sample on the right, you can see that we chose Outline, and now we can choose an outlining task.

Checked items

 

Some items in a menu may have a check next to, or a box around, them. This means that the item is turned on or enabled. If it has a check, normally you can turn the command off by clicking it, which will uncheck it.

 

Other items can’t be unchecked; you must pick another item to switch.

Chevrons

 

In the sample on the right, do you see the two stacked arrows at the bottom of the menu? Those are called chevrons. Microsoft Project only shows you the items you have (or the items it thinks you will) use most by default.

 

To see the rest of this menu, click the chevrons. (The menu may also automatically expand after it’s been open for a few seconds.)Then you’ll see the entire menu. You may notice that items that were in the shortened menu have a lighter colour next to them.

 

Another way to open menus is by right-clicking. Right-click menus aren’t like the main menu bar, which stays the same. When you right-click, menus are contextual, which means they change depending on what you’ve right-clicked on.

 

For example, if we right-click on a toolbar, here’s the menu we see:

 

 

This menu allows you to choose which toolbars we have open. (Ones already open are checked; we can click them again to close them.)

 

But if we right-click on a task, we get a very different menu:

 

 

Right-click menus can contain any of the items that we talked about before (menu items, expanding menu items, or icons with menu items), although they are never shortened with chevrons. Using a right-click menu is as easy as clicking on the command you want!

 

Another way to implement commands in Project is by using shortcut keys. Shortcut keys are when you press a key (or sometimes a combination of two or even three keys at once) to perform an action instead of clicking on the icon or finding its toolbar command. Sometimes you can see this shortcut in the icon’s ScreenTip, and sometimes it’s listed in the menu next to the command.

 

There are hundreds of shortcuts in Project, but here’s a list of the most common ones:

 

Open a new project

Ctrl + N

Save a file

Ctrl + S

Open a file

Ctrl + O

Print a project

Ctrl + P

Close Project

Alt + F4

 

 

Select All

Ctrl + A

Copy text

Ctrl + C

Cut text

Ctrl + X

Paste text

Ctrl + V

Find text

Ctrl + F

 

 

Undo last action

Ctrl + Z

Redo last action

Ctrl + Y

 

 

Check spelling or grammar

F7

Get Help

F1

 

We’ll refer to more shortcut keys as we learn more project tasks.