Lori,
A single 'View' in Project is made up of three items, a 'screen' (e.g.
Gantt Chart, task sheet, etc.), a 'table' (e.g. entry, export, usage,
etc.) and a 'filter' (e.g. all tasks, summary tasks, etc.). You want to
create a custom table that only shows the Task Name and Notes. Depending
on whether you want to keep your custom view for use again at a later
time for example, or simply want to temporarily modify an existing view
(e.g. Gantt Chart View), different approaches are appropriate. Let's
take the approach of creating a permanent custom view. It will be saved
with the file so it will be available any time you need it and by using
the organizer, your custom view can be transferred to other files or to
your Global so it is usable with all files.
1. Go to View/Table/More Tables
2. Hit 'New'
3. In the Table definition window, give your table a name (e.g
Name&Notes)
4. If you want the Task ID to appear as the first column, put "ID" as
the Field name in the first row (or select ID from the selection list)
5. A Width of 5 is normally good for the ID column
6. Immediately under the ID, click the mouse to start another row and
select "Name" from the selection list
7. Depending on the length of task names in the file, a Width of 25 is
normally sufficient but this can be adjusted later
8. Under the Name, start another row and select "Notes"
9. A Width of 100 should be adequate for most notes text if it is not
too long.
10. If any Task name or Notes exceeds the column width settings, "word
wrap" can be applied by setting the row height to 2 or more in the lower
right corner of the Table definition window
11. Hit 'ok' and 'close'
12. Now go to View/More Views and hit 'New'
13. In the Define new view window that pops up, hit 'ok'
14. In the View definition window, give you view a name (e.g. Lori)
15. For 'Screen' select 'Task sheet'. This eliminates the Gantt graphic
16. For 'Table' select the table name created in item 3 above.
17. For 'Group' select 'No group'
18. For 'Filter' select 'All tasks'
19. If you want your view to appear as a menu item, check 'show in menu'
20. Hit 'ok' and 'apply'
That's it, you are all set
John