A project manager learning how to create a split view in Microsoft Project.

5 EASY Tips on How to Create a Split View in Microsoft Project

Table of Contents

Split View

A split view in Microsoft Project is a great way to view two parts of your project simultaneously. This function allows you to have the Gantt chart on one side and the task list on the other, making it easier to manage your tasks. To create a split view, click on the “View” tab and then “Split View.” Once you do this, you can adjust the size of each window by dragging the divider line between them.

The left side of the screen will show your task list, while the right side will display your Gantt chart. You can customize which columns are visible in each section by clicking “Table Options” next to each section’s title. If you want to return to a single view, click on “View” again and then “Remove Split.”

In summary, creating a split view in Microsoft Project is an easy way to optimize your productivity by allowing you to see multiple aspects of your project simultaneously. Following these simple steps, you can quickly set up and utilize this feature for better project management.

Step 1: Set Up Taskbar

Step 1: Set Up Taskbar. To create a split view in Microsoft Project, you must first set up your taskbar. This is done by opening Microsoft Project and selecting the “View” tab from the top menu bar. From there, select “Split View” and choose which pane you want to be on top.

Once you have selected your preferred view, move your cursor over the vertical line that separates the two panes until it turns into a double arrow icon. Click and drag this line left or right, depending on how much space you want each pane to take up.

It’s important to note that maximizing both panes for optimal viewing is best if you are working with a lot of data. To do this, click the “Maximize Split” button at the top of each pane.

Following these simple steps, you can easily set up your taskbar in Microsoft Project and create a split view that works best for your project management needs.

Step 2: Open Two Windows

Once you have launched Microsoft Project, the second step in creating a split view is to open two windows. This can be done by going to the “View” tab on the top menu bar and selecting “New Window.” Alternatively, you can use the keyboard shortcut Ctrl + Shift + W.

Once this has been selected, a new window will open with a replica of your current project plan. Both windows will be independent of each other and can be viewed simultaneously side-by-side or one above the other. This allows for easy comparison of different parts of the plan.

Having two windows open makes navigating between different views, such as Gantt Chart View or Task Board View, easier. Click on one window and select your preferred view while keeping the other window intact.

Opening two windows in Microsoft Project is a simple yet crucial step towards creating a split view that enhances productivity and improves overall project management efficiency.

Step 3: Adjust Window Sizes

The next step to creating a split view in Microsoft Project involves adjusting window sizes. This is important because the size of the windows will affect how much information you can see on your screen at one time. To change the window sizes, click and drag the horizontal or vertical divider bar between the two windows until you have achieved your desired length.

Remember that you may want to adjust the window sizes periodically as you work on different tasks within Microsoft Projects. For example, if you need to focus more closely on one task, you may want to make that window larger while minimizing the other window. Alternatively, if you need to compare data between two tasks, you may wish for both windows to be roughly equal.

Adjusting window sizes is essential to creating a split view in Microsoft Projects that suits your needs and preferences. By taking some time to experiment with different sizes and configurations, you can find a setup that allows for maximum productivity and ease of use throughout your project management process.

Step 4: Synchronize Windows

Once you have created your desired split view in Microsoft Project, ensuring that your project data is synchronized is essential. This step will ensure that any changes made in one pane are reflected in the other. To synchronize windows, click the ‘Window’ tab from the ribbon at the top of your screen and select ‘Synchronize Panes.’

This will immediately synchronize both panes of your split view, allowing you to work seamlessly between them. It’s also worth noting that when synchronization is enabled, scrolling or zooming in one pane will also affect the other.

By synchronizing windows, you can easily compare different sections of your project without switching back and forth between views. This feature can be handy when working with complex schedules or large teams where multiple aspects of a project need to be managed simultaneously.

Step 5: Customize Split View

Split view is an essential yet helpful feature in Microsoft Projects that allows users to view two parts of the project simultaneously. Once you have successfully created a split view, it’s time to customize it according to your preferences. This can be done in a few simple steps.

Firstly, click and drag the divider line between the two panes to adjust their respective sizes. You can also choose which pane you want to expand or shrink by clicking on its border and dragging it towards or away from the other pane.

Secondly, use the “Lock Panes” option to prevent one pane from scrolling while working on another. To do this, select “Lock Panes” under the “Window” tab and check off “Vertical Split.” You can now work freely on one side without worrying about accidental scrolling on the other side.

Lastly, for added convenience, you may also consider customizing your toolbar with frequently used commands such as “Zoom In/Out” or “Fit Window.” Right-click on any button in your toolbar and choose “Customize Quick Access Toolbar.” From there, add or remove commands for quick access during split view sessions.

Easily Create Split Views

To conclude, creating split views in Microsoft Projects is a simple process that significantly enhances your project management experience. By dividing the screen into two separate sections, you can easily keep track of different aspects of your project simultaneously without switching between multiple tabs or windows. Split views are beneficial when dealing with large and complex projects that require constant attention to different areas.

To create a split view, click the “View” tab in the top menu bar and select “Split View.” You can then choose which section of the screen you want to divide and adjust the size of each area as needed. You can also customize the columns and details in each team based on your specific project needs.

Overall, split views provide an efficient way to manage projects by allowing you to focus on multiple parts simultaneously without being overwhelmed by information overload. This feature allows you to work more efficiently and effectively toward your project goals.

Learn more about Microsoft Project in our latest article, 7 Tips to Auto-Schedule in Microsoft Project.