In order make your project plan creation more efficient, there are several recommended Project Options that should be put in place. Many of these Project Options can be set to apply to ‘All New Projects’, which will save you time when you create future projects.

Navigate to the Project Options dialog:

  1. Click on the File tab to get to the Backstage
    Microsoft Project File Tab
  2. Click on the Options tab
    Project Options
  3. The Project Options dialog box should display

General Project Options

The following Project Options should be set on the General tab:

  1. Under Project view
    1. Set the Date format to 1/28/09
  2. Under Personalize your copy of Microsoft Office
    1. Type your name in the User name field
    2. Type your initials in the Initials field
  3. Under the Start up options
    1. Check the Show the Start screen when this application starts checkbox

General Project Options

Schedule Project Options

The following Project Options should be set on the Schedule tab:

  1. Under Scheduling options for this project
    1. Select the All New Projects option from the dropdown menu (to make these changes affect all new project)
    2. Select Auto Scheduled from the  New tasks created dropdown box
    3. Check the New tasks are effort driven checkbox
    4. Uncheck the Show that scheduled tasks have estimated durations checkbox
    5. Uncheck the New scheduled tasks have estimated durations checkbox
      Schedule Project Options
  2. Under Schedule Alerts Options
    1. Select the All New Projects option from the dropdown menu (to make these changes affect all new project)
    2. Check the Show task schedule warnings checkbox
    3. Check the Show task schedule suggestion checkbox
      Schedule Alerts Project Options

Save Project Options

  1. Under Save projects
    1. Check the Don’t show the Backstage when opening or saving files checkbox
    2. Uncheck the Show additional places for saving, even if sign-in may be required checkbox
    3. Check the Save to Computer by default checkbox
      Save Project Options

Advanced Project Options

  1. Under General options for this project
    1. Select the All New Projects option from the dropdown menu (to make these changes affect all new project)
    2. Uncheck the Automatically add new resources and tasks checkbox
      Advanced Project Options
  2. Under Display options for this project
    1. Select the All New Projects option from the dropdown menu (to make these changes affect all new project)
    2. Select m in the Minutes dropdown box
    3. Select h in the Hours dropdown box
    4. Select d in the Days dropdown box
    5. Select w in the Weeks dropdown box
    6. Select mo in the Months dropdown box
    7. Select y in the Years dropdown box
    8. Check the Show project summary task checkbox
      Advanced Project Options

Trust Center Project Options

  1. Click on the Trust Center Settings… button
    Trust Center Project Options
  2. Click on the Legacy Formats tab
  3. Select the Allow loading files with legacy or non-default file formats. radio button
    Trust Center Project Options
  4. Click the OK button

Save your Project Options

  1. Once you have completed updating all of the settings listed above, click the OK button to save your changes
Like this post? Share it!