Figure 1. A toolbar of functions for updating a project plan with percent complete
This toolbar is actually a combination of commands from several toolbars and other commands that don't exist in any toolbar out of the box. Note how it provides a nice sequence of commands assembled in one neat package. The commands I've placed in this toolbar include:
- Project Information: For modifying health indicators or the status date.
- Build team from enterprise: Always a command that is used frequently.
- Using Resource: For when you're discussing status with an individual team member.
- % complete indicators: For quick setting of task completion status.
- Reschedule work: Once you're done updating status to move all remaining work to the future.
- Publish: Always publish your project as your last step before closing.
- Close: Your last step.
So you think creating custom toolbars is hard? Think again. Creating toolbars is as simple as following these four easy steps:
- Select the customize toolbar dialog box: Tools | Customize | Toolbars or right click anywhere on the toolbar area and select Customize.
- Select the Toolbar tab, then the New button, and create your new toolbar:
- At this point, the toolbar is placed in the middle of your schedule. I prefer to move it to the toolbar area by selecting and dragging it to the desired location, where it's easier to work with.
- Now go to the Commands tab and begin adding commands to your toolbar. This is also done by selecting and dragging the command to the particular toolbar location.
- The File category contains the Project Information, Publish, and Close commands.
- The Utility category contains the Build Team from Enterprise command.
- The Tracking category contains the Using Resource , % complete indicators, and Reschedule Work commands.
Note: The Reschedule Work command automatically reschedules work based on the Status Date in the Project Information dialog. Alternatively, you can use the Update Project command located in the All Commands category to display the update project dialog box.
- Showing the text or the image or both.
- Changing the button image. (See Figure 6.)
- Editing the image to make it look however you like.
- Assigning a command to a macro.
Figure 7 shows our updated toolbar with new images for Project Information and Publish commands.