Building on the skills learned in the popular Project 2010 and Project 2013 Essential Training courses, author Bonnie Biafore teaches more advanced aspects of the popular project management software, first introducing powerful shortcuts for opening and saving files, and then moving into assigning resources, managing project costs, and setting up earned value tracking. She also provides handy tips for exchanging data with other projects as well as linking and embedding data. Viewers will then learn how to customize fields and generate cool graphical and visual reports. Finally, the course shows how to share various customizations and configurations as well as best practices for managing multiple projects. Lynda.com is a PMI Registered Education Provider. This course qualifies for professional development units (PDUs). To view the activity and PDU details for this course, click. The PMI Registered Education Provider logo is a registered mark of the Project Management Institute, Inc. Instructor •. Bonnie Biafore is a certified project management professional (PMP), trainer, and best-selling author. Bonnie has 25+ years of experience in project management and training, and more than 25 best-selling books, including Practical Project Management with Microsoft Project 2016, Microsoft Project 2013: The Missing Manual, Successful Project Management—an award winner at the 2012 STC International competition— QuickBooks: The Missing Manual, and Your Project Management Coach. Her novel, Fresh Squeezed, is available on Amazon and other book retailers. I have recently changed over to Project 2010. The differences from Project 2003 as described by you are correct. You can export data to Excel (not to Access) via 'save as'. It seems the built-in Reporting allows only for 'Text-based' Reports and 'Visual' Reports. The former uses MS Word and the latter uses. Building on the skills learned in the popular Project 2010 and Project 2013 Essential Training courses, author Bonnie Biafore teaches more advanced aspects of the popular project management software, first introducing powerful shortcuts for opening and saving files, and then moving into assigning resources, managing. ![]() ![]() She has authored dozens of courses for LinkedIn Learning. She also provides project management and Microsoft Project consulting services. When not attached to her computer, she hikes in the mountains, takes aerial dance classes and improv comedy classes, plays the banjo, and cooks gourmet food. You can find her on LinkedIn. Related courses • Course By: Bob McGannon 27m 20s • Course By: Bob McGannon 27m 20s • Course By: Bob McGannon 1h 16m 58s • Course By: Bob McGannon 1h 16m 58s • Course Transcript - Visual reports are just Excel pivot charts, or Visio pivot diagrams. Because of that, you can reuse a customized visual report simply by saving it as a template. You can also create your own templates from scratch. Well let's run a built-in visual report. On the Report tab, I click Visual Reports and I'll select Baseline Work Report. To generate the report, down at the bottom right, I'm going to click the View button, and that opens it up in Excel. Now I can make the changes that I want to this report. For example, I'm going to change the title. I click that text box and I'm going to add 'by Time' in the title. ![]() Then, over in the PivotChart Fields pane, I'm going to switch Tasks and Weekly Calendar. I'm going to drag Weekly Calendar down into the Access Categories section so that the X-axis will have time. And then I'm going to drag Tasks up into the Filter section. When I look at it, now I have work by time. Let's save this as a template. Here's how you do that. In Excel, you go to • Practice while you learn with exercise files. Watch this course anytime, anywhere. Course Contents • Introduction Introduction • • • • 1. Options for Opening and Saving Project Files 1. Options for Opening and Saving Project Files • • • 2. Mastering Resource Assignments 2. Mastering Resource Assignments • • • • • • • • • • • • • 3. Managing Project Costs 3. Managing Project Costs • • • • • • • 4. Working with Earned Value 4. Working with Earned Value • • • • 5. Exchanging Data with Other Programs 5. Exchanging Data with Other Programs • • • • • • • • 6. Customizing Fields 6. Customizing Fields • • • • • • • • 7. Customizing Graphical Reports 7. Customizing Graphical Reports • • • • • • • • 8. Customizing Visual Reports 8. Customizing Visual Reports • • • • • • • 9. Sharing Customizations 9. Sharing Customizations • • • • • • 10. Working with Multiple Projects 10. Working with Multiple Projects • • • • • • • • Conclusion Conclusion •. Have you ever needed to look at a template in Microsoft Project? Whether you are a new or experienced Project user, you may well be interested in looking at a template to further your understanding or gain some ideas on building your own project. In the previous version of Project you could install a full set of nearly fifty useful templates on your computer just for this purpose. However try launching Project 2010 and check out the templates. You may be surprised to find that there only a very few installed locally on your computer. The vast majority are now available online. Locally Installed Template Choices Try unplugging your internet connection and then launch Project 2010. If you check out the templates by choosing the File tab, then clicking New you'll be taken to the Available Templates screen. You will see some locally installed, offline templates. These help you build Project 2010 plans in different ways rather than being about particular subjects. In the Available Templates screen you'll see three neat rows of choices. The top row offers these three options; a Blank project template, Recent templates and My templates. The second row is more interesting with three brand new Project options. These are; New from existing project, New from Excel workbook and New from SharePoint task list. If you choose the Excel option and provided you organize the layout correctly you can now import data from an Excel spreadsheet and Project 2010 will convert it to a project plan complete with Gantt chart. Excel 2010 itself has a Project template spreadsheet which does create the correct layout for you. So if you use these two together you can move data back and forward between Project and Excel for further analysis without disturbing the project plan structure. The Sharepoint option will suit Project users in larger organisations who need to share and allow multi user editing of Project task lists. The third row of Available Templates are all from OFFICE.COM so with no internet connection these are unavailable. Online Templates Choices All the online templates are subject orientated. So with your internet connection in place you can access the full range of Project 2010 templates at OFFICE.COM from within the Project 2010 Available Templates screen. This makes choosing a template very easy. The navigation bar at the top of the screen shows your current location and lets you navigate through the templates with ease. If you select any template you'll see a preview on the right of the screen with a brief template summary under the preview, along with a large Download button to do just that. So within the OFFICE.COM section you'll find all the templates from the previous Project versions plus about a dozen more, making over sixty in total. You can navigate through these online templates under four new categories; Forms, Planners, Plans and proposals, and Schedules. The Forms category has four new and relatively specialized project evaluation templates. The Planners category, oddly, only has only two templates; Wedding planner and Wine tasting fundraiser. That's it, just the two. The Plans and proposals category has three sub categories, Business Plans, Community Plans and Home plans. Business plans has by far the most templates, with 52 in total including most from the previous version of Project plus about 10 new ones, Community plans, oddly, has just the one, Wine tasting fundraiser - strange but true. The Home plans sub category is currently empty. So the key business templates are all within Business Plans. Summary Templates in Project 2010 have been re-organised with most now only available online. So if you intend to work offline make sure you download the required templates first. However there are still a few offline templates available for particular purposes, such as working with Excel, which you may find worth exploring. The majority of Project 2010 templates are only available online. You can browse these online templates within Project 2010 using the Available Templates screen which has an easy to use navigator bar and template preview section. The categories may seem a little oddly organized but the contents are very comprehensive. If you're interested in building your Microsoft Project 2010 skills further, a really effective way might be to attend a training course and really increase your skill level in a relatively short time. Author is a freelance copywriter. For more information on, please visit Original article appears here. PUBLICATION GUIDELINES • You have permission to publish this article for free providing the 'About the Author' box is included in its entirety. • Do not post/reprint this article in any site or publication that contains hate, violence, porn, warez, or supports illegal activity. • Do not use this article in violation of the US CAN-SPAM Act. 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