Start a new plan
- By Cindy M. Lewis
- 3/15/2022
- Create a new plan and set its start date
- Set nonworking days in the project calendar
- Enter the plan title and other properties
- Skills review
- Practice tasks
Enter the plan title and other properties
As with other Microsoft 365 apps, Project keeps track of several document properties. Some of these properties are statistics, such as how many times the document has been revised. Other properties include information that you might want to record about a plan, such as the project title, the project manager’s name, or keywords to support a file search. Some of these properties are used in views, reports, and page headers and footers when printing. You can view and record these properties in the Properties dialog shown in Figure 3-4.
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FIGURE 3-4 Record useful summary information about a plan in the Properties dialog.
TIP
The project title and comments automatically appear on the Project Summary Task. For more information, see Chapter 4, “Build a task list.”
To enter a plan’s properties
Select the File tab, and then select Info.
On the right side of the Info screen, select Project Information. In the menu that appears, select Advanced Properties.
Enter the properties you want to record (all are optional), and then select OK.