Microsoft Office Tutorials and References
In Depth Information
The ribbon and tabs: Finding the features you want
To see available templates, click the File tab and then click New. Templates also appear
on Project’s start screen.
In addition, Project can generate a new file based on existing files from Project or
other applications. (On the File tab, click New, and then click New From Existing
Project, New From Excel Workbook, or New From SharePoint Tasks List.)
2
You can also create templates from your plans for later use or to share. One common
concern with sharing plans is they might contain sensitive information like resource
pay rates. You can save a plan as a template and clear such information, as well as
schedule progress.
On the File tab, click Save As.
1
Navigate to the folder where you want to create the new template based on your
plan.
2
In the Save as type box, click Project Template .
3
In the File Name box, enter the template file name that you want, and then click
Save .
4
When the Save As Template dialog box appears, select the types of information,
such as resource pay rates, that you want removed from the template.
5
The original plan is not affected.
The ribbon and tabs: Finding the features
you want
Similar to other Office 2013 applications, Project 2013 uses the Fluent interface, commonly
called the ribbon . The most prominent parts of this interface are the tabs and ribbon that
span the top of the Project window. In this section, you’ll work with the tabs to see how
they are organized.
These tabs logically group the commands that apply to major parts of Project together:
The Task and Resource tabs relate to the data you frequently work with in Project.
The Report tab contains commands you can use to view reports and compare
two plans.
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