Microsoft Office Tutorials and References
In Depth Information
3. Click the New icon.
The Projects – New Item page opens (see Figure 14-3). If you’re feeling
a sense of déjà vu, you might be having a flashback to the ’60s — or to
Chapter 9. Business Application looks, feels, and acts pretty much like
Workspaces.
4. Fill in the Project details.
Only three of the fields — Project, Status, and Health — are required
fields. You can edit the project at a later date to fill in more details —
or change the existing ones — if necessary.
Project: Name the project with a word or phrase to help you
identify it.
Account: Select an account from the drop-down list to
associate the project with one of your Business Contact Manager
Accounts.
Category: You can categorize the project type as Create, Analyze,
Manage, or Improve.
Status: You must assign a status of Open, Proposed, Not Started,
or Closed.
Start Date: The date on which the project is scheduled to begin.
End Date: The date on which the project is due.
Health: You must assign a project health assessment of Critical,
At Risk, or On Track.
Owner: Select an Office Live user as Project Manager.
% Complete: Fill in your best guesstimate of how far along the
project is in its overall progress.
Budget: Enter the dollar amount you’re allotting to this project.
Budget in Days: Enter the number of days you’re allotting to this
project.
Comments: Add a comment if you need to add a longer explanation
of the project.
5. Click OK to save your project.
You return to the Project tab where your new project is now included
with the other projects in the Project List.
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