microsoft access template for project management

#MICROSOFT ACCESS TEMPLATE FOR PROJECT MANAGEMENT FULL#

Double-click the column heading, and type in the field name.

Scroll to the right until you see the column named Add New Field. In the Navigation Pane, double-click the Assets table. You can customize the Asset Tracking database by adding a new field to the Assets table, and then adding that field to the Asset List form, the Asset Details form, and the Asset Details report.

For more information, see the article Create a simple report. In the Navigation Pane, under Reports, double-click the report you want to display. The Asset Tracking includes several reports, including All Assets, Asset Details, Assets Retired, Contact Address Book, and more. On the Contact Details form, if you have entered a street address for the contact, you can display a map of that location: In the Select Names to Add dialog box, select the names that you want to add to the database. On the Contact List form, click Add From Outlook. If you use Microsoft Outlook, you can add contacts or asset owners from that program without having to re-type the information. Note: You can attach multiple files for each item, including different file types such as documents or spreadsheets. Select the file you want to add, and then click Open. In the Choose File dialog box, browse to the folder that contains the file. In the Attachments dialog box, click Add. Under the picture frame on the Contact Details form, click Edit Picture. Under the picture frame on the Asset Details form, click Add or Remove Attachments. On the Asset Details form and the Contact Details form, you can add pictures and other attachments. On the Asset List form or the Contact List form, click Open next to the item that you want to see. To display the Asset Details or the Contact Details form: The Asset Details form and the Contact Details form let you view and enter more information about an item. In the Unhide Columns dialog box, select the check box beside each column that you want to show. On the Asset List form and the Contact List form, some fields (columns) are hidden by default. Use the Filter Favorites box to apply a saved filter, or click (Clear Filter) to remove the filter. On the Filter Details form, enter a filter name and description, and then click Close. On the Asset List form, you can filter the list of Assets, and save your favorite filters for future use.Īpply filters by right-clicking the form and selecting the filters you want.

#MICROSOFT ACCESS TEMPLATE FOR PROJECT MANAGEMENT FULL#

To return to the full list, click Clear the current search.

Type the text you want to search for in the Quick Search box, and then press ENTER.Īccess filters the list to show only those records that contain the text you searched for. The Quick Search box lets you quickly find an Asset on the Asset List form, and a Contact on the Contact List form. On the Asset List form, select or clear the Show Retired check box. You can show or hide retired Assets on the Asset List form. Assets may become retired when they are outdated, broken, or otherwise unused. Retired Assets are items that have a Retired Date on or before the current date. To make sure all the database content is enabled, in the Message Bar, click Enable this content.įor more information about enabling database content, see the article Decide whether to trust a database. To prevent this form from displaying the next time you open the database, clear the Show Welcome when this database is opened check box.Ĭlose the Welcome form to begin using the database. When you first open the database, Access displays the Welcome form. In this article, we cover the basic steps of using the Asset Tracking template. If the steps below don't match what you're seeing, you're probably using an older version of the template. These instructions refer to the latest version of the template available for download. ENGAGE Smartsheet ENGAGE brings together our global customers, experts, and partners to share their experiences, ideas, and best practices.Note: The Asset Tracking database template has been updated over the last few years.Smartsheet events Your hub for Smartsheet events, webinars, Q&As, and user groups.Partners Learn about the Smartsheet partner program and access our partner directory.Community Explore user-generated content and stay updated on our latest product features.Help and Learning A comprehensive knowledge base, including articles, tutorials, videos, and other resources that cover a range of topics related to using Smartsheet.Content Center Articles and guides about project management, collaboration, automation, and other topics to help you make the most of the Smartsheet platform.

Microsoft access template for project management