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MS Project: Changing Project Application Defaults

How to arrange your defaults in MS Project for optimum project success.
Preview the first lesson free — get full access to all 7 lessons.
Course: On-Demand
Advanced Provider Elissa Smith  7 Lessons ·  13m  in Arabic, German, English, Spanish, French, Portuguese, Chinese 

Course Description

MS Project allows project managers to set defaults within the application. In this course, you’ll explore project options, such as the info tab and organizer, and how to set up each of the defaults. You’ll learn to interface with other Microsoft programs, as well as review tabs in the project options box, advanced tabs, and options. You’ll also discover customizable features of the ribbon and quick access toolbar and how to adjust security settings.

What You'll Learn

  • Access the Backstage view and the Project Options box in MS Project
  • Configure the General, Save, and Advanced tabs within Project Options
  • Customize the ribbon to adjust available commands and features
  • Customize the Quick Access Toolbar for faster command access
  • Adjust security settings in the Trust Center
  • Set application defaults that interface with other Microsoft programs

Key Takeaways

  • MS Project lets project managers set application-level defaults, including options found on the info tab and in the organizer.
  • The Project Options box contains General, Save, and Advanced tabs where defaults are configured.
  • Both the ribbon and the Quick Access Toolbar are customizable features that can be adjusted to fit a project manager's workflow.
  • Security settings for the application are managed through the Trust Center.
  • MS Project can be set up to interface with other Microsoft programs.

Frequently Asked Questions

What does this course cover?

It covers setting MS Project application defaults, including project options such as the info tab and organizer, the General, Save, and Advanced tabs in the Project Options box, customizing the ribbon and Quick Access Toolbar, adjusting Trust Center security settings, and interfacing with other Microsoft programs.

Who is this course for?

It is aimed at project managers who want to set defaults within the MS Project application.

What skills will I gain from this course?

The course builds skills in Microsoft Project, Microsoft Enterprise Project Management, Microsoft Office Project (MOPS), Project Controls, Project Management, and toward Microsoft Project Certification.

What topics are taught in the lessons?

Lessons include Accessing Backstage View, the Project Options General Tab, the Project Options Save and Advanced Tabs, Using the Advanced Project Options, Customize Ribbon Options, Customizing the Quick Access Toolbar, and Trust Center Settings.