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Using the Project Guide Toolbar
Figure 13.3. You can click the Report button on the Project Guide toolbar to reveal the Report sidepane.
If you chose the hyperlink Select a View or Report, you are taken to the Select View or Report sidepane, shown in Figure 13.4, where you can choose the type of report or view that you want. The default Select a View radio button allows you to choose a view from a pick list, and it also gives a brief statement of what that view can be used for. Figure 13.4. You can choose what to print from the sidepane Select View or Report.
The various selections that you can make are described in the rest of this chapter. |
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Printing ViewsYou will often want to print specific views, such as the Gantt Chart view or the Resource Sheet view. This section provides a few pointers about preparing the screen views for printing. Chapter 7, "Viewing Your Schedule," Chapter 20, "Formatting Views," and Chapter 21, "Customizing Views, Tables, Fields, Filters, and Groups" contain detailed instructions for refining the display with special formatting and graphics features. This chapter focuses on the use of the print commands after the screen presentation is established.
Preparing a View for Printing
The first step in printing a view is to set up the screen to display the project data just as you want the information to appear on the printed report. You use the View, Tools, Format, and Project
Choosing the View Fundamentals
You must choose the appropriate view to print. You can view
You can use the Zoom In or Zoom Out
If you filter tasks or resources, only the data that is displayed is printed. Moreover, if the screen is split into panes, you must choose the pane to print. If the top pane is active, all tasks or all resources are printed, unless you filter the data. If the bottom pane is active, only the tasks or resources associated with the selection in the top pane are printed. You might decide to print from the bottom pane, for example, if you want to isolate all the resources assigned to a selected task, or you might want to print a list of all the tasks to which a selected resource is assigned.
NOTE
In a view that shows a table to the left of a timescale, you should check the
Finally, if you want the printed view to focus on just part of the project, you can use a filter to display only a subset of the tasks or resources. Filters are useful tools in building and managing a project, allowing you to work with a subset of the overall project data. To apply a predefined filter, choose Project, Filtered For, and choose the appropriate filter.
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Sorting and Grouping the Display
After displaying the data you want to print, you might want to rearrange the order of the tasks or resources by sorting or grouping the data. Grouping sorts and summarizes a list of task or resource information. If you have not used the
Enhancing the Display of Text Data
You can format text data to
Setting and Clearing Page BreaksYou can force a page break when you're printing task and resource lists so that a new page starts at a specific task or resourceeven if the automatic page break doesn't occur until further down the list. Page breaks are tied to the task or resource you select when you set the page break. Even if you sort the list or hide a task by collapsing the outline, a new page starts at the task or resource where the page break was set.
Page breaks also affect the printing of the built-in reports. The final dialog box you see just before printing offers an option to use or ignore the page breaks you set manually. This feature
NOTE The Manual Page Breaks setting in the Print dialog box is retained when you save a project file.
To set a page break, select the row just below the intended page break. This row becomes the first row on a new page. Choose Insert, Page Break. A dashed line appears above the selected row to
To remove a page break, reselect the row just below the page break. Choose Insert, Remove Page Break. (Notice that when a page break row is selected, the menu choice changes from Page Break to Remove Page Break.) The selected page break is removed. To remove all page breaks, select all the rows in the active view by clicking the first column heading on the far left of the view. Typically, this is an empty gray rectangle above the task or resource ID number. Choose Insert, Remove All Page Breaks. (The wording of the Page Break command changes to Remove All Page Breaks when all rows are selected.)
NOTE Page breaks are automatically displayed in the Network Diagram view. If page breaks have been turned off, you can display them by selecting Format, Layout and marking the Show Page Breaks check box. Changing the Page Setup
You can change the appearance of the printed pages for any view by using the Page Setup command. For example, you can modify the margins, orientation, headers and footers, and legend for graphic views. A separate page setup configuration is available for each of the views and reports. This means that changing the header and footer you design for Gantt
To change the page settings for the active view, choose File, Page Setup or choose the Page Setup button in Print Preview. (If the active view cannot be printed, the File, Page Setup command is not available.) The Page Setup dialog box is displayed for the active view.
Figure 13.5 shows the Page tab of the Page Setup dialog box for Gantt charts. You use this tab to set the page orientation for printing and to
Figure 13.5. The name of the active view appears in the title bar of the Page Setup dialog box.
NOTE A number of the print settings you select in the Page Setup and Print dialog boxes are saved with the project, including the setting for manual page breaks, the range for views that contain timescales, and the Print Left Column of Pages Only setting. The following sections describe the print settings in the Page Setup dialog box. Using the Page Setup Dialog Box
The current settings on the Page Setup dialog box for any view are saved with the project file; they are available when you print the same view, using another project file. To use those custom settings in another project file, the custom item (in this case, the view) has to be
Like other dialog boxes, the Page Setup dialog box has multiple tabs (refer to Figure 13.5) that access different settings. To see the settings for a particular topic, choose the appropriate tab. Selecting the Orientation
The Page tab, shown in Figure 13.5, contains options that are used to set the page orientation to Portrait or Landscape. This setting
Scaling the PrintoutScaling can be used to reduce or enlarge your printout by a specified percentage or by a given number of pages. Figure 13.6 shows a project previewed for printing. As shown in the preview, four pages will be printed, two pages wide by two pages tall. The final task is printed on the bottom two pages. Instead of printing the bottom pages for just one task, you can adjust the printout to compress the pages so that the last task is included in the top two pages. Select the Fit To option in the scaling area of the Page tab (refer to Figure 13.5). In this case, you would set the printout to fit to two pages wide by one page tall. Figure 13.6. Four pages will be printed unless you use the Fit To option on the Page tab to compress the printout.
Designating the Paper
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Many times, a project plan is used during the initial proposal stage of a project as part of the scope statement, to outline the work that is going to be performed on
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In addition to the header and footer buttons, you can also use the General or Project Fields drop-down list boxes to enter project data in the printed header and footer (refer to Figure 13.9).
The General drop-down list box contains the same data as provided by the Header and Footer insert buttons (for example, Page Number), as well as data that comes from the Project Properties dialog box (for example, Company Name). (To access the Properties dialog box, choose File, Properties. The Properties dialog box is discussed in detail in Chapter 3, "Setting Up a Project Document.")
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If you want to insert the name of the project file and the path to its location, use the Filename and
To learn how to effectively use properties,
see
"Using the Properties Dialog Box,"
p. 62
.
You can use the Project Fields drop-down list box to insert information that is specific to the project. It lists fields from the project that contain information about cost, duration, work, and dates, as well as custom text and number fields. The
You can enter up to five lines of header text and three lines of footer text to repeat on each page of a printed document. You can type in the text you want to appear in the header and footer, or you can place codes that are
You can align headers and footers to the left, center, or right, by adding the text or code to the desired alignment tab (see Figure 13.9). In either the Header or Footer tab of the Page Setup dialog box, the Preview text box at the top of the tab shows what your header or footer will look like.
To enter a header or footer, follow these steps:
Select either the Header or Footer tab of the Page Setup dialog box.
Choose the desired Alignment tab (Left, Center, or Right).
Use the box below the Alignment tabs to type the text that you want to appear on the header or footer.
Or, choose one of the buttons to insert a system codefor example, page number, total page count, date, time, or filename.
Or, select either the General or Project Fields drop-down box below the buttons to insert information from the projectfor example, project name, project manager, project start date, or the name of a filter applied to the view. Scroll through the list, which has many options to choose from. If you want to use one of the items in a drop-down box, select it and then click the Add button associated with that list box to insert the information into the header or footer.
If you want to format any of the text or codes in the header or footer, highlight the text or code and use the Format Text Font button. Figure 13.9 shows a sample header.
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There are keyboard shortcuts for applying formats. Select the text or code and use Ctrl+B to apply bold formatting, Ctrl+I to apply italics, and Ctrl+U to underline the selection.
The header in Figure 13.9 contains the project title, from the General drop-down list box, in the first line. In the second line, the word Company: was typed, followed by the Company Name code, inserted from the General drop-down list box. The third line is blank, to create some space in the header text area. In the fourth line, Project Length: was typed, followed by the Duration field code from the Project Fields drop-down list. After all the text was entered into the header, each line was selected and formatted, using the Format Text Font button. Note that you are not restricted to applying the same format for the entire line. Line two in the header has the label Company: formatted with bold italic and the actual company name just bold.
If the view you are printing has graphic elements (as do the Network Diagram, the Gantt Chart, and the Resource Graph views), you can place a legend in the printout to explain the graphic elements used. Choose the Legend tab to display choices for configuring the display of the legend (see Figure 13.10).
You can enter up to three lines of legend text in each of the three alignment areas to repeat on each page of the printed document. As on the Header and Footer tabs, you can use the same seven buttons on the Legend tab to format, insert system codes, or insert pictures into the legend. In addition, the two drop-down list boxes enable you to insert information that is specific to the project. The default legend displays the project title and the date the view or report was printed in the Left alignment tab.
The text area can occupy up to half the legend area. You regulate the width of the legend text area by typing a number from 0 to 5 in the Width box; the number represents how many inches of the legend area are devoted to the text. If you type , the entire legend area is devoted to the graphical legends. If you type 5 , 5 inches of the area is reserved for text. The default is 2 inches.
The formatting of the legend text is controlled via the Format Text Font button on the Legend tab, in the same manner as for header and footer text.
The Legend On option enables you to select where to display the legend. You can choose from the following:
Every Page Prints the legend at the bottom of each page.
Legend Page Prints the legend once, on an extra page at the end of the report.
None Suppresses the display of a legend entirely.
Figure 13.10 shows coding for a sample legend, which will be placed at the bottom of every page. The start and finish dates for the project, as well as the project filename, will be printed in the legend text area. The text area occupies 2 inches of the legend area width.
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You can disable unused bar styles by clicking Format, Bar Styles in the Gantt Chart view and inserting an asterisk in front of the name of each style you don't want to display.
The Format Text Font button is available for changing the text formatting of header, footer, and/or legend. You need to select the Alignment tab that has the text you want to format. Project gives you the options of formatting all the text on that tab the same, applying a different format to each line of text, or formatting individual words or codes.
First, select the text you want to format, and then click the Format Text Font button. Use the Font dialog box (see Figure 13.11) to apply formatting to the text in the header, footer, or legend.
You can choose a font by selecting the entry list arrow to the right of the Font box. You can choose the font style attributes you want (bold, italic, or a combination) by selecting from the Font Style list box, and you can
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If the point size you want doesn't appear to be available, highlight the current font size and type the size in the box directly below the Size heading to get a custom font size.
Figure 13.11 shows the Font as Book Antigua, with the font style Bold Italic. The size is 14-point font with a blue color. Figure 13.12 shows these settings in Print Preview applied to the top line of a header.
After you configure all page setup options, click OK to close the Page Setup dialog box. Alternatively, you might choose to preview your changes (as shown in Figure 13.12) or print directly from the Page Setup dialog box by clicking the Print Preview or Print buttons.
You use the View tab in the Page Setup dialog box, shown in Figure 13.13, to see options that are specific to the view being printed. These settings are for all views except the Calendar view. Some options on the View tab do not apply to all views and are dimmed to indicate that they are inactive for these views.
The View tab displays some of the most
NOTE
When you're printing the Calendar view, the options on the View tab will be different from those listed here.
For views with sheetssuch as the Gantt Chart, Delay Gantt, Detail Gantt, Task Sheet, and Resource Sheet viewsclick the Print All Sheet Columns check box to print all columns of the sheet, regardless of whether they are completely visible on the screen.
Select the check box Print First
x
Columns on All Pages to override the default of printing only the ID
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The feature that allows you to print a specified number of columns on all pages is especially useful if you don't have access to a plotter or if you don't intend to tape a multiple-page project together to make one large sheet. Also, the option for printing blank pages as described later in this chapter might also be unchecked for the same reason. |
Select the Print Notes check box to print notes that have been entered for tasks or resources.
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Printing the notes for a project plan creates a separate addendum page along with the chart that is being printed. This is particularly useful to communicate the scope, constraints, assumptions, and limitations of the project if they have been included in the Notes field of the Start milestone. It is a good practice to include these important pieces of information along with your Start milestone. |
Uncheck the Print Blank Pages option to suppress the printing of blank pages. The default is for all pages to print.
Check the check box for Fit Timescale to End of Page to ensure that a timescale unit (a week, for example) does not break across pages.
The View tab includes some new options for views that contain time-phased and sheet data, such as the Task Usage and Resource Usage views:
Check Print Column Totals if you want to add a row to the bottom of the printout. Project calculates totals for the data that is selected to be printed and inserts them into the Total row.
Check Print Row Totals for Values Within Print Date Range if you want to add a column to the end of the printout. Totals for time-phased data will be for the date range specified in the Print dialog box. Row totals always print on a separate page, after the timescale is complete and before any notes pages.
The following options are available for the Calendar view on the View tab of the Page Setup dialog box (see Figure 13.14):
Months Per Page enables you to choose to print either 1 or 2 months on a page.
Marking the Only Show Days in Month check box displays a blank box indicating a day from another month, like a placeholder. However, the calendar does not display the dates or tasks in boxes for days in other months. For example, if September is the current month and September 1 is a Tuesday, then the dates and tasks for Sunday (
If you mark the Only Show Weeks in Month check box, only those weeks from the month are displayed. Weeks from other months are not printed. If the Calendar view is displaying six weeksall five weeks in September and a week in Octoberonly the weeks in September will print. The printout will not reflect the sixth week (which is in October).
Weeks Per Page is very useful if you have many tasks and want to print one or two weeks on a page. If you have more than eight weeks per page, however, the information becomes unreadable.
The Week Height as on Screen option makes the printed calendar match the week height on the screen display of the Calendar view.
The Print Calendar Title check box can be use to print the calendar title at the top of each page.
The Print Previous/Next Month Calendars option causes
The Show Additional Tasks option is used when more tasks exist than can be displayed on the calendar. You have the choice of printing these overflow tasks after every page or after the last page. The default for displaying additional tasks is After Every Page.
The Group by Day check box displays the overflow page, with each day listed. If a task occurs across several days, it is listed
The Print Notes option can be used to print the notes for the tasks. The notes are printed on a separate page after the calendar or overflow page. The task ID and name appear with the note.
The Text Styles button allows you to format the font type; font style, size, and color for all printed text; monthly titles; previous/next month miniature calendars; or additional (overflow) tasks (see Figure 13.15).
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You can choose File, Print Preview (or the Print Preview button from the toolbar) to preview onscreen the look of the printed document. You can also choose the Print Preview button in the Page Setup dialog box. Figure 13.16 shows the Print Preview screen for the settings
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The initial preview screen shows the entire first page of the view that is being printed. If multiple pages exist, you can use the buttons at the top left of the preview screen to scroll left, right, up, and down one page at a time (see Table 13.1). You can zoom in on the details of a page by choosing the Zoom button or by using the mouse pointer, which changes to a magnifying glass when it is positioned over a page. Simply click the part of the page you want to see in greater detail. The magnifying glass appears only while the pointer is over the page;
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Using the Print Preview facility is particularly important on large projects. Within the status bar in the lower-left corner of the screen, the total number of pages to be printed is displayed. It is important to ensure that what is being printed is precisely what is required by the project manager in order to avoid wasting paper or tying up a network printer. |
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Button |
Effect |
Keyboard Shortcut |
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Move left one page |
Alt+left-arrow key |
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Move right one page |
Alt+right-arrow key |
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Move up one page |
Alt+up-arrow key |
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Move down one page |
Alt+down-arrow key |
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Zoom in on one page |
Alt+1 (one) (Click area of page to zoom in to.) |
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View one full page |
Alt+2 (Click specific page to view.) |
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View multiple pages |
Alt+3 (Click area outside page.) |
You use Alt+Z to switch between the Zoom, One Page, and Multiple Page views. The Alt+1, Alt+2, and Alt+3 shortcuts work only with the numbers above the
NOTE
If the Print Blank Pages option on the View tab of the Page Setup dialog box is not checked, blank pages are displayed with a gray shaded background and are not printed.
Figure 13.17 shows the zoomed-in view of the title area of page 1 of a Gantt Chart view. Figure 13.18 illustrates the multiple-page preview of the same report. Note that Figure 13.18 shows eight pages and that the status line indicates that the size of the printout will be two rows by four columns. Pages are numbered down the columns, starting from the left. Therefore, page 2 of the report is the bottom page in the left column onscreen.
You can
After you have established the print options, these settings become a permanent part of the project file. You can change the settings at any time.
When the view is refined onscreen and the page setup and printer options are selected, the final step in printing is to choose File, Print. The Print dialog box appears and
CAUTION
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The Print button on the toolbar sends the view directly to the printer, without first presenting the dialog box where you choose print options. |
When you choose File, Print or click the Print button in the preview screen, the Print dialog box appears (see Figure 13.19).
Some options on the Print dialog box do not apply to all views and might be dimmed to indicate that they are inactive for the view you are printing.
In the Preview screen, you can see the number of pages that will print. When you display the Print dialog box, the default is to print all pages, as indicated in the All option of the Print Range area. If you want to print only some of the pages, enter the starting page number in the Page(s) From box and the ending page number in the To box. To reprint just page five of a view, for example, type 5 in both the Page(s) From and To boxes. On views that include timescales, the default is to print from the start date of the project through the finish date. You can limit the printed output to a specific time span. See the upcoming section, "Printing Views That Contain Timescales," for details.
If you embedded manual page breaks in a task list or a resource list, these page breaks are not used in printing unless the Manual Page Breaks check box is
NOTE
Printing with manual page breaks is inappropriate if you previously sorted the list for a particular report, because the manual page breaks may make no sense in a different sorted order. See the sections "Sorting and Grouping the Display" and "Setting and Clearing Page Breaks," earlier in this chapter, for more information.
For multiple copies of a view, enter a number in the Number of Copies box. You must
For views that contain timescales, you can print the full date range of the project, from the start date to the finish date of the project, which is the default setting. Alternatively, you can print the timescale data for a limited range of dates. Choose the All option button to print the entire project, or choose the Dates From option button to specify a limited range of dates. Enter the starting date in the Dates From box and the ending date in the To box.
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The screen display dictates whether the information is printed showing, for example, weeks or quarters. Choose View, Zoom or click the Zoom In or Zoom Out buttons on the Standard toolbar to change the timescale on the screen. |
Choose the Print Left Column of Pages Only check box to print only the pages on the far left in print preview, with a multipage layout. In Figure 13.18, for example, the two pages that contain the task names are the two pages in the left column.
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Before you print the document, you should preview it, especially if you have made changes in the Print dialog box. You can choose the Preview button in the Print dialog box or the Print Preview button in the Page Setup dialog box to review the effects of the choices you made. If you are not currently viewing the Print or Page Setup dialog boxes, you can also access Print Preview by using the Print Preview button on the Standard toolbar. If you selected a limited number of pages to print, the Print Preview screen still shows the entire report. Nevertheless, when you are actually printing, only the selected pages are printed. |
To start the print job, click OK in the Print dialog box. Or you can use the Print button on the Standard toolbar.
NOTE
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The Print button causes data to be sent to the printer immediately; if you use it, you do not get a chance to make selections in the Print dialog box. |
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