Microsoft Office Forums

Go Back   Microsoft Office Forums > >

Reply
 
Thread Tools Display Modes
  #1  
Old 08-20-2021, 05:48 PM
platinumaa platinumaa is offline "Projects" question Windows 10 "Projects" question Office 2019
Novice
"Projects" question
 
Join Date: Aug 2021
Posts: 2
platinumaa is on a distinguished road
Default "Projects" question

hello all, i am a contractor and looking into using microsoft projects to make my schedules, ghantt charts. i would like to know if projects offers 2 features

- templates? once i make a ghantt chart i would like to save it as a template and import it into new projects


- todo items? i currently use BUILDERTREND and it has a feature that we can add TODO items that are attached to/set to pop up when a specific item/task in the schedule occurs. for example, on the schedule there is an item POUR LINTEL. i would like a task to pop up on that day that says HAS LINTEL INSPECTION PASSED, that way it reminds people to verify if it passed inspection before ordering concrete

i appreciate the help. thank you everyone!
Reply With Quote
  #2  
Old 08-21-2021, 02:56 AM
ProjectPlanner's Avatar
ProjectPlanner ProjectPlanner is offline "Projects" question Windows 10 "Projects" question Office 2019
Advanced Beginner
 
Join Date: Mar 2021
Location: UK
Posts: 38
ProjectPlanner is on a distinguished road
Default

Yes, you can save Views, Reports, Filters, Tables, calendars, Maps, Fields & Groups as templates. By default, all these are auto saved in the Global Template and you can re-use them in a new project as they will be available for use by default.

=jerome
Planners' Place
Reply With Quote
  #3  
Old 08-21-2021, 08:10 AM
platinumaa platinumaa is offline "Projects" question Windows 10 "Projects" question Office 2019
Novice
"Projects" question
 
Join Date: Aug 2021
Posts: 2
platinumaa is on a distinguished road
Default

perfect, thank you!

what about the todo items
(i currently use BUILDERTREND and it has a feature that we can add TODO items that are attached to/set to pop up when a specific item/task in the schedule occurs. for example, on the schedule there is an item POUR LINTEL. i would like a task to pop up on that day that says HAS LINTEL INSPECTION PASSED, that way it reminds people to verify if it passed inspection before ordering concrete)
Reply With Quote
  #4  
Old 08-22-2021, 01:23 PM
ProjectPlanner's Avatar
ProjectPlanner ProjectPlanner is offline "Projects" question Windows 10 "Projects" question Office 2019
Advanced Beginner
 
Join Date: Mar 2021
Location: UK
Posts: 38
ProjectPlanner is on a distinguished road
Default

For to-do, not too sure about linking with another software, but the only workaround I can think of is to set-up a Custom field that displays a generic message on the date .

= IIf([Start]=[Status Date],"Has All Preceding Tasks Been Completed","")
Reply With Quote
Reply

Thread Tools
Display Modes


Similar Threads
Thread Thread Starter Forum Replies Last Post
A question about the "black out" function SimonSovic PowerPoint 3 04-30-2018 01:14 AM
"Projects" question Automatic Numbering for "Projects" drew345 Word 6 09-28-2015 12:54 PM
"To:" field autofill question hcits Outlook 4 10-13-2011 12:10 PM
"Projects" question How to choose a "List" for certain "Heading" from "Modify" tool? Jamal NUMAN Word 2 07-03-2011 03:11 AM
Tricky "random word" Question!! seba1685 PowerPoint 0 04-21-2011 12:17 AM

Other Forums: Access Forums

All times are GMT -7. The time now is 06:44 AM.


Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2021, vBulletin Solutions Inc.
Search Engine Optimisation provided by DragonByte SEO (Lite) - vBulletin Mods & Addons Copyright © 2021 DragonByte Technologies Ltd.
MSOfficeForums.com is not affiliated with Microsoft