![]() Applies To: Access 2007 By Michael Groh, Access MVP Use the to manage projects and their associated tasks and employees. You can also search and filter project details, enter common tasks, and send or receive data via e-mail messages. Using the database In this article, we cover the basic steps of using the Projects desktop database template. Prepare the database for use To make sure all the database content is enabled, use the following procedure: • In the Message Bar, click Options. • In the Microsoft Office Security Options dialog box, click Enable this content, and then click OK. For more information about enabling database content, see the article. Add employees To begin using the Projects database template, the first step is to add employees, so that you have someone to assign projects and tasks to. Use this procedure to manually add employees, or see the next section to add employees from your Outlook 2007 contacts. • On the Project List form, click Employee List. • On the Employee List form, fill in the details of each employee. ![]() Open Microsoft Access. The Microsoft Access startup window will open, and you will see options to create databases of different kinds. Along the right side, you will see a list of recently opened databases. On the left will be a window pane with 'Template Categories' and 'Templates from Microsoft Online.' Human Resources Database Access Template *New*. An OpenGate original template powered by UI Builder; Track all major aspects of the employee lifecycle from hire to retire; Track employee skills and competencies, compensation; Manage performance review cycles for each employee; Fully customizable to meet your. • To enter more detailed information about an employee, double-click the employee's name in the Employee List form, and enter the information in the Employee Details form. • Click Close to return to the Project List form. Add contacts from Microsoft Office Outlook 2007 If you use Office Outlook 2007, you can add employees from that program without having to re-type the information. • On the Project List form, click Employee List. • On the Employee List form, click Add From Outlook. • In the Select Names to Add dialog box, select the names that you want to add to the database. • Click Add, and then click OK. Add a new project • On the Project List form, click New Project. ![]() ![]() • On the Project Details form, fill in the details of the project, and then click Close. Edit an existing project • On the Project List form, double-click the project that you want to edit. • On the Project Details form, add or edit the details of the project. Add a task • On the Project Details form, click New Task. • On the Task Details form, fill in the details of the task, and then click Close. Access displays the new project in the Project Tasks list on the Project Details form. Edit a task • On the Project Details form, click the Project Tasks tab. • Double-click the task that you want to edit. • On the Task Details form, edit the details of the task, and then click Close. Add a common task Common tasks are tasks that are frequently used in many different projects, such as budgeting or training. After you enter a common task, it can be added to any project in the Project database without having to re-enter the task details. • On the Project Details form, click Common Tasks. • Select the check box next to each common task that you want to add to the project. Add new common tasks to the end of the list. • Click Close to return to the Project Details form. Collect data through e-mail You can collect data about projects or employees from e-mail users by sending them a data entry form in an e-mail message. When users return the completed form, the data can be processed and stored in your task list. • On the Project List or Employee List form, click Collect Data. • Follow the instructions in the Collect data through e-mail messages wizard to collect data from the specified e-mail recipients. Filter the Project List On the Project List form, you can filter the list of projects, and save your favorite filters for future use. • Apply filters by right-clicking the form and selecting the filters you want. • Click Save Filter. • On the Filter Details form, enter a filter name and description, and then click Close. • Use the Filter Favorites box to apply a saved filter, or click (Clear Filter) to remove the filter. Display project or employee details The Project Details form and the Employee Details forms let you view and enter more information about a project or employee. To display the Project Details form or the Employee Details form: • On the Project List form or the Employee List form, double-click the item that you want to see. Add attachments On the Project Details form, the Task Details form, and the Employee Details form, you can add pictures and other attachments. • On any Details form, double-click the Attachments field (on the Employee Details form, double-click the picture icon). • In the Attachments dialog box, click Add. • In the Choose File dialog box, browse to the folder that contains the file. • Select the file you want to add, and then click Open. • In the Attachments dialog box, click OK. Note: You can attach multiple files for each item, including different file types such as documents or spreadsheets. Display reports The Projects database includes several reports, including Open Projects, Task Details, Employee Address Book, and more. To display a report: • On the Project List form, select the report that you want to display from the Reports list. To print a report: • Click the Microsoft Office Button, and then click Print. You can create your own custom reports. For more information, see the article. (MIDWEST) 103 E. 6th St., Suite 101 P.O. Box 726 Ames, Iowa 50010 Tel: (515) 239-9900 Fax: (515) 239-9800 (Southeast) 4200 Evans Ave., Suite 10 Fort Myers, Florida 33901 Tel: (239) 267-2749 Fax: (239) 267-9936 (Puerto Rico) Tel: (787) 303-0042 Tel: (605) 496-9580 Tel: (512) 593-1056 Tel: (505) 289-1364 Tel: (563) 316-2378 Tel: (828) 278-2323 Want quick Answers? During normal business hours you can reach us via our live chat program. Try it, it's really cool!! Disclaimer Winning Solutions Inc. Is an independent service provider for THIRD PARTY PRODUCTS where WSI provides support on remote, chat and over the phone basis for issues related to computer software. All other trademarks, registered trademarks, company names, product names and brand names for the third party trademarks are the property of their respective owners, and WSI disclaims any ownership, right, affiliation or endorsement of or by any such third party. The use of any third party trademarks, logos or brand names is for informational purposes only. Microsoft Access Template Databases Sample Templates For Your Microsoft Access Database Winning Solutions, Inc. (WSI) has developed hundreds of databases throughout our history. As a result of WSI’s detailed knowledge of databases, we can assist in regards to developing databases or answering questions about them. Included below are a few links to a few template databases. These templates are designed to be starting points in helping to jumpstart or enhance your existing Access based applications. If you do not see exactly what you need or want, or if you need some enhancements done to an existing template, please and we willl get a quote for you to develop exactly what you need. Are you looking for a.NET web-based, mobile-friendly version of our templates? If so, please to find out when your Access Template Database will be available in a.NET web-based, mobile-friendly version. If you need any help implementing this function or modifications made for your needs, please to get a free quote for your Microsoft Access Development needs. WSI will determine your needs based on written requirements that you provide. Please ask your WSI representative to send you an example of what constitutes sufficient written requirements. If you need assistance preparing the necessary requirements, WSI offers a fee based service to assist you. Please ask your WSI representative for details.
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