Microsoft Office Tutorials and References
In Depth Information
Copying views and reports
Copying views and reports
You might frequently need to share details of your plans with colleagues who do not have
Project or who might prefer a simple schedule snapshot. You can quickly copy most views
and reports from Project. Copied views and reports can then be pasted into e-mail
messages, presentations, and other documents. Views that cannot be directly copied from
Project include the Team Planner, Form views (such as the Task Form), and the Relationship
TIP If you find you need a visual snapshot of a view or report that cannot be directly copied
from Project, use a screen capture utility such as the Windows Snipping Tool.
Both Gantt charts and Timeline views are well suited for sharing schedule details. The
Timeline is a concise “project at a glance” view, and the Gantt chart is a widely used format
of schedules.
Reports are also well suited for sharing with other project stakeholders. Shared reports can
be especially effective in conveying Project information you might otherwise need to copy
to a spreadsheet application like Microsoft Excel for further formatting, such as tabular data
and charts.
The scenario: At Lucerne Publishing, you have a two-pronged approach to sharing the new
book launch plan with stakeholders. The first strategy involves taking snapshots of key
views and reports from the plan and sharing those via e-mail and Microsoft Word
documents. That is the focus of the following exercise. In the next section, you’ll focus on your
second communication strategy: printing the plan.
In this exercise, you copy the Gantt chart, Timeline view, and a report to another
In the Task Name column, click the name of task 7, Internal Launch Phase .
On the Task tab, in the Editing group, click Scroll to Task .
The Gantt bars for the Internal Launch Phase summary task and its subtasks are
displayed. This is close to the image you’d like to copy.
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