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Tuesday, December 7, 2010

Where’s My Tracking Toolbar?

In a recent webinar I was asked this question. Jon Wagner from the Versatile Company recommended that I answer it in this blog. So please read on and learn a cool technique allowing you to customize Project 2010.

Project 2010 does not have a tracking toolbar, but the tracking tools are available and are in plain sight. In the Task tab and in the Schedule group, you’ll find some of the buttons from the old tracking toolbar waiting for your use. Have a look at the figure below and you’ll see the quick status and update buttons.

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Tracking Toolbar not needed in Project 2010

But what if you would prefer to have your own dedicated tracking group or tab? In the figure below I created a Tracking tab and Tracking group with task and project tracking commands. It only takes a few moments to create this tab and group, and in the process you’ll learn how to make even more tabs and tools.

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Custom Tracking Toolbar and Group

In Project 2010 start by selecting the File tab and then choose Options. Once Options is shown choose Customize Ribbon. This will offer you the dialog below.

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Customize Ribbon to Create Tracking Tab and Group

Commands are on the left. The structure of the Ribbon is on the right. Controls between them allow you to move commands in and out of the Ribbon . Buttons under the Ribbon structure allow you to create, delete and rename tabs and groups.

Create a new Tab ( I renamed mine to “Tracking”) and a new Group (also renamed “Tracking”) and then found and added the commands I wanted into the Tracking group in the Tracking Tab. You can move your added commands to a different position in the list with the up and down control buttons on the far right of the list.

When you have the buttons that you want, just OK the Customize Ribbon dialog and your newly designed Tab and Group await your command.

The Ribbon is very customizable. Now that you know how to do it, experiment!

If you find this a useful blog entry, please tell me. I love to hear from my readers!