Display a form

In Microsoft Office Project 2007, you can use forms to enter or view specific information about tasks and resources in your schedule, one item at a time.

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Learn about forms

Display a form

Modify a form

Learn about forms

Project provides several predefined task and resource forms, but if these don't meet your needs, you can customize them or create your own forms.

Tip: For easy access to the predefined and custom forms that are available, you can display the Custom Forms toolbar. On the View menu, point to Toolbars, and then click Custom Forms.

With Project, you can:

  • Use forms to view or enter specific task or resource information in your project.

  • Create custom forms with specific task or resource details that meet your needs for creating, tracking, or analyzing your project.

  • Edit predefined or custom forms.

  • Assign predefined or custom forms to menu commands or toolbar buttons.

Project includes the following predefined task forms:

  • Cost Tracking

  • Task Earned Value

  • Entry

  • Schedule Tracking

  • Task Relationships

  • Tracking

  • Work Tracking

Project includes the following predefined resource forms:

  • Cost Tracking

  • Entry

  • Summary

  • Work Tracking

Note: Custom forms that you create or modify are stored only in the current project file. To make custom forms available in other project files, you can move them to the enterprise global template by using the Organizer.

Unlike a view where you can enter and display information about multiple tasks or resources, forms allow you to enter and display detailed information about one task or resource at a time. Seeing information in a form can make it easier to track detailed information about a task or resource.

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Display a form

You can use a form by itself, but it is most useful when displayed in the bottom pane of a combination view. Project then provides additional information about the selected task or resource in the top pane.

To display a form in a combination view, on the Window menu, click Split. The form view appears in the bottom pane.

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Modify a form

You can modify a form to display different information. For example, you can display the cost of a selected resource instead of the resource schedule in the Resource Form view. The information that you can display depends on whether a task form or a resource form is active.

  1. Open a form view in the bottom pane.

  2. On the Format menu, point to Details, and then click the type of information you want to display.

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