Video: Use the Projects Web Database template

The Access 2010 Projects Web Database template provides a quick way to start managing projects, as well as the people and tasks associated with those projects. This video shows you how to start using the Projects Web Database.

In the video

Add a new project

  1. Click the Open Projects tab.
  2. Click New Project.
  3. In the Project Details form, fill in the information that you have.
  4. If you want to add another contact, click Save & New, and repeat step 3. Otherwise, click Save & Close.

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View and edit projects

  1. Click the Open Projects tab.
  2. In the datasheet, double-click the name of the project that you want to view or edit.
  3. Edit the information as needed, and then click Save & Close.

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Edit the items in a drop-down list

Most drop-down lists in the Projects Web Database can be edited to suit your needs. Use the following procedure:

  1. Click the down-arrow to display the list.

    If the list is editable, the Edit List Items button will appear just below the list.
  2. Click the Edit List Items button.
  3. In the Edit List Items dialog box, type the list items you want, one on each line.
  4. Optionally, select a default value from the Default Value list.
  5. Click OK.

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Add a new task

Each project can have many tasks associated with it. Use the following procedure to create a new task:

  1. Click Open Projects, and then click Tasks.
  2. Click New Task.
  3. In the Task Details form, type in the task information.
  4. Click Save & Close.

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Attach files to a record

If a form or datasheet contains an Attachments field, you can use that field to attach pictures, documents, or other files to the record. Use the following procedure:

  1. Double-click the Attachments field.
  2. In the Attachments dialog box, click Add.
  3. Browse to the file you want to attach, and then click Open.
  4. In the Attachments dialog box, click OK.

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Preview and print a report

The Projects Web Database template includes eight reports. To preview a report:

  • Click the Report Center tab, and then under Select a Report, click the report you want to view.

    Access displays the report in the preview pane. To print the report:
  • Click Open in New Tab, and then on the File tab, click Print, and select the print option that you want.

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Publish the database to Access Services

If you have access to a SharePoint server that is running Access Services, you can publish the Projects Web Database to the server and share it with your team. Use the following procedure:

  1. Click the File tab, and then click Publish to Access Services.
  2. In the Server URL box, type the URL of the SharePoint server that you want to use.
  3. In the Site Name box, type the name you want for the database. This will become part of the URL.

Click Publish to Access Services.

Access publishes the database to the server. If all goes well, Access displays a success message which contains a link to the new Web database.

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