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How to Customize a Quick Access Toolbar in Microsoft Project

Microsoft Project allows you to organize your projects, resources, and teams, and keep track of the implementation of the plans.

  • Effective planning: Familiar automation tools reduce the number of inefficient operations and save time on learning. With several timelines, complex plans look more obvious.
  • Intelligent Solutions: Built-in reports allow participants to visualize data, identify all details, and make informed decisions.
  • Expanded Collaboration: Integration with tools for collaboration – Skype for Business and Yammer – stimulates teamwork and allows you to achieve more.
  • Easy resource management: Resource management tools will help you build a team to work on the project, attract the necessary resources, and develop effective plans.

 

Project Features Include Intelligent Setting

  • Quick Launch – The Getting Started screen introduces you to key features such as task links and timeline creation. Do not hesitate to get started!
  • Best templates – Many templates for effective project plans are available in the Project client and at Office.com.
  • Convenient and understandable search – The Help panel, available in most Office products, lets you quickly find the right features of the Project to work efficiently.
  • Familiar Charts – Client Project is designed specifically for professional executives. It has familiarity with all the Gantt charts that allow you to create plans and save time on learning without any problems.
  • Intelligent Automation – Overcome low productivity with automation features. Start and end dates can be specified automatically based on dependencies. The task inspector will help you assign tasks and resources more efficiently.
  • Multiple Time Scales – Built-in timelines help you visualize complex plans and get an idea of ​​all aspects of the project. You can share timeline information with familiar Office tools, such as PowerPoint.
  • Simple and understandable master plans – Master Plans give decision-makers the ability to track the actual progress of cases and compare them with the initial plan of the project.

 

Quick Launch

The Quick Launch bar is located on the left side of the Microsoft Office Project Web Access window and serves to access such elements as tasks and schedules.

Note: The Quick Launch bar does not appear on all pages. It is missing on some Web site administration pages, such as the site settings page, as well as those pages where the site administrator creates and edits lists, libraries, and project workspaces.

 

 

Quick Access Panel

The quick access panel can be customized and configured. It contains a set of commands that do not depend on the tab currently displayed on the ribbon. You can move the shortcut bar to one of two possible places, as well as add buttons to it to execute various commands.

Notes:

  • The size of the buttons representing the commands cannot be increased using the Microsoft Office settings. To do this, you can only reduce the screen resolution.
  • The quick access bar cannot be displayed as multiple lines.
  • Only commands can be added to the shortcut bar. For example, you can create custom tabs and custom groups that contain frequently used commands.

 

How to Set up a Customized Quick Access Toolbar?

As with other Microsoft applications, there are several ways to customize how to work with Project, including “Add a command” to the quick access toolbar.

Suppose you want to place the “Visual Basic” command on its tab. Click the “Settings” button on the “File tab.”

The Project Options dialog box opens. Click the “Quick Access” tab of the “Project Settings” dialog box.

Select Commands not from the ribbon, but the drop-down list. The program will display a list of commands that are not on the ribbon. Look at this list, maybe you will find commands to which you need quick access. Select “Go To” from the list of commands and click the “Add” button. Project Online will add the “Go To” command to the right side of the dialog box.

The “Go To” command allows you to go to a task with a specific identifier and to the desired point on the timeline in the Gantt Chart view using a single action.

Click “OK” to close the Project Settings dialog box. The program will add the “Go To” command to the quick access toolbar.

Click the “Go To” button on the shortcut bar.

In the “Identifier” field of the “Transition dialog box,” enter the task number and click “OK.”

Project Online will go to task 19 and scroll through the chart area of ​​the Gantt Chart view to display a segment of this task.

If you need to remove the command from the quick access panel, follow these steps:

Right-click on the “Go To” command in the quick access toolbar and select “Delete” from the quick access toolbar in the menu that opens.

 

Now let’s create our tab and add a Visual Basic command to it. Click the “Settings” on the “File” tab. Click the “Customize Ribbon” tab in the Project Settings window that opens.

The program displays the ribbon settings. Here you can see a list of all the commands and functions that are supported by the Project.

Click on the “View” tab name on the right side of the dialog box under the “Main Tabs” heading, and then click the “New tab” button. The project will create a new tab and group under the “View” tab. Highlight the “New Tab” item and click “Rename.” In the “Rename” dialog box that opens, in the “Display Name” field, enter “My Tab” and click “Ok.”

Highlight the “New Group” item and click the “Rename” button. Enter “My commands” in the “Display Name” field and click “OK.”

Now you can add a custom set of commands to this new tab. Select “All Commands” in the “Select Commands” drop-down list on the left side of the dialog box. Select “Visual Basic” and click “Add.” The project adds “Visual Basic” to your group.

Next, you rename the “Visual Basic” command and assign an icon to it. Select the command name on the right side of the dialog box and click “Rename.” Type “Visual Basic Command” in the “Display Name” field and select an image from the “Symbol” list.

Click “OK” to close the “Rename” dialog box, and then “OK” again to close the “Project Settings” dialog box. The project will add your tab to the interface.