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Access Project Management Project Management, Gantt Chart, Scheduling VideosDescriptionThis database template will allow you to track unlimited projects and their associated tasks. It includes a Gantt chart form and printable report. It’s great for all kinds of scheduling, whether it’s projects, personnel, or resources. This template is built 100% in Access with no add-ins, DLLs, or 3rd-party components to install. There is a free 4 minute video, above, that you can watch which will walk you through all of the features. Sample DatabaseIf you'd like to download a sample copy of the database template, you can do so here. This is a non-editable version of the template which will let you see it work in action. The sample database requires 64-bit Access 2013 or higher. If you're still using 32-bit Office, read this.
Full Developer DatabaseOnce you have purchased the full developer database template, come back to this page and click on the Download button below. This will give you access to the ZIP file containing the Template ACCDB file. The full version will run on 32-bit or 64-bit Access 2013 or higher (possibly 2007, but I haven't tested it).
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Notes
Possible Future UpgradesThe following are possible upgrades that I'm considering for a future version, if there is interest. If you are interested in any of these, or have suggestions of your own, please post them in the comments section below.
I didn't include a lot of the simple, standard fields (project address, cost, etc.) or add a customer table or things of that nature because this was designed to be a simple template that you can integrate into your existing database. This is designed for the Access developer who knows how to add their own fields and additional tables for things they need. However, if you would like to see this built into a more "full featured" database with all of those extraneous fields, tables, reports, etc. Let me know. Your feedback is very important. I'll take this project in whatever direction there is demand. LicenseFor internal use only. This template does NOT come with a royalty-free license. You may only customize the template for your business needs and for use within your organization at one location ONLY. You may not resell or distribute any form of this template to others without express written permission. Contact me for additional information on obtaining a license to distribute if you plan on including this template in a product you are reselling. Additional licenses are required if you plan on using this template with more than ten (10) employees or in multiple locations within your organization. Not a Finished ProductPlease keep in mind that most of my template databases are not designed to be finished products that are ready to go in a working environment. My templates are meant as starting points for you to customize for yourself so you don't have to reinvent the wheel. This requires that you have a basic understanding of Microsoft Access development. To work on most of my databases you should have completed my Access Beginner series and the first couple levels of my Expert series at a minimum. Most of my databases require knowledge of SQL and VBA as well. Keep in mind that most of my templates are not like off-the-shelf software. They're starting points for developers to be able to modify and use as their own. It really is going to be in your benefit to watch all of the prerequisite videos so you understand the database and how it works moving forward. This is not like QuickBooks where you just install it and use it. My templates are mostly designed for people who already have an understanding of how Microsoft Access works. Customize For Your NeedsIf you would like to discuss customizing this template for your needs, and integrating it into your current setup, please see my consulting page for details. While I no longer accept custom jobs that are specific to a single user, I may include your features in a future version of this template if they have mass appeal. If you are looking for custom enhancements made to this template just for you, visit my Developer Network. Technical SupportPlease note that technical support is NOT guaranteed for any of my courses, seminars, or templates. If you require help with modifying this template, you may post a question in the Forums, however an answer to your question is not guaranteed. If this template comes with an accompanying Seminar, then you should purchase that Seminar to see how the database was constructed. If not, then you should have taken the suggested courses. Most of my templates are designed on a Developer level and you should have a thorough understanding of SQL and VBA before attempting to modify them. If you have a problem with one of my databases, I will only support the unmodified database exactly as it's downloaded from my site. If you have modified it in any way, it may not be something I can help you with. You can post in the Forums, and I may be able to help you, but if the issue doesn't exist in my unmodified database, it's not something I can support. Questions?Got sales or customer service questions about this template? Feel free to contact me. If you have technical "how do I" questions about this template, you discover a bug, or want to suggest a new feature, then please post your comments below.
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IntroIn this video, I introduce the Access Project Management Template for Microsoft Access. I will show you how to use this database to track unlimited projects and their associated tasks, use a built-in Gantt Chart planner, and generate printable reports. We will cover adding projects, managing tasks with start and end dates, color coding, easily shifting schedules, and filtering the planner to show only active tasks. The interface is designed to be simple so you can easily integrate it with other Access databases, and there is a free version available for download.TranscriptIntroducing the Access Project Management Template brought to you by AccessLearningZone.com.My name is Richard Rost. This database template will allow you to track unlimited projects and their associated tasks. It includes a Gantt Chart, Form, and Printable Report. It is great for all kinds of scheduling, whether it is projects, personnel, resources, or anything else you need. This template is built 100 percent in Microsoft Access with no add-ins, DLLs, or third-party components to install. Plus, you can download a free version from my website to try it and see if it meets your needs. Here is the database. I intentionally kept the interface simple so you can very easily integrate this into whatever other databases you have. I just click on the Projects button. You can see I have got two projects in here, a new house build and a personnel schedule. You can put as many projects in as you want, and of course, each project can have multiple tasks. Here for the new house build, I have got planning, permitting, building, and so on. Each task gets a start date and an end date, and you can either set these here or in the Gantt Chart planner, which I will show you in just a second. You can also associate a color, either red or blue. I am going to add more colors in a future version, but for now, you get red and blue. In the Developer Walkthrough video, I will show you how you can add more if you are in a hurry and want to do it now. To see the planner, just click on the planner here or you can double click on one of the IDs up top here, either one. There is the Gantt Chart planner. You will see the days across the top here, color coded for weekends and weekdays, of course. Here is the start date and the end date for each of your tasks. You can move the schedule back and forth with these buttons right here. This goes forward a day, backward a day. You can change that to weeks, months, quarters, or whole years if you want to. I will go to weeks and I will go forward a week and then backward a week. This button will jump you to today and you will always see today's date in yellow. When you open this planner up, it starts out locked so you cannot change these. That is to prevent accidental clicks. I hate that. I am going to unlock it now. Then I can use click to set the start date and Shift-click to set the end date. Let us say I want to change the start date here to the 22nd. I will click there, and that moves the start date. Then for the end date, I will hold the Shift key down and click over here. Now I have moved that back. Same thing with this one. Let us move it back a little bit. Click there and then click there. See how easy it is to move things around and change your planning? It is nice and simple. Then when you are done, lock it again so you do not accidentally click up here. Want to add a new item? Unlock the chart. Click down here for follow up. We will start it here. I will slide over to the right a little bit, and then I will Shift-click out here. That is my follow up. All done? Lock it up. Ready to print this out? Hit the Print button and there is your printable version. Standard report. You can click the zoom in, and of course, you can print it to your printer or you can make a PDF file out of it. There is a count across the bottom of each column so you can see how many activities are scheduled for that day, or if you are doing personnel, how many people are scheduled that day. If you do not want to see all of the activities, only the active ones, let us say I move forward here and now planning is in the past. Well, let us say I do not want to see any activities that do not have something in this date range. That is what this Show All box is for. Turn that off. Go back to the planner. Now if I move into the future, as soon as I am past planning, you can see it disappears. You only see on this view the tasks that are actually in this date range. This is good for personnel scheduling, for example. You do not have to see all the people who are not necessarily scheduled to work during this time frame. So that is the Access Project Management Template by AccessLearningZone.com. You can download a free version from my website to try it out and see if it will meet your scheduling needs. The developer version gives you complete design control, including the source code, and you can customize the database and integrate it into your existing databases. If you have any questions, feel free to contact me or post your comments below. Thanks for watching. QuizQ1. What is the main purpose of the Access Project Management Template?A. To track unlimited projects and their associated tasks B. To create financial reports C. To manage customer relationships D. To store multimedia files Q2. What feature does the template include for visualizing schedules? A. Bar Chart B. Gantt Chart C. Pie Chart D. Scatter Plot Q3. How are tasks associated with projects in the database? A. Each project can only have one task B. Each project can have multiple tasks C. Tasks are not linked to projects D. Projects are linked to tasks only through reports Q4. Can you assign colors to tasks in this version of the template? A. No, colors are not supported B. Yes, and there are over ten color choices C. Yes, but only red and blue are available by default D. Yes, only green is available Q5. What is required to install and run this template? A. Extra add-ins and DLLs B. Third-party components C. Only Microsoft Access D. Microsoft Excel and Access Q6. What does locking the planner interface do? A. Prevents new tasks from being added B. Prevents accidental changes to task dates C. Deletes all tasks D. Exports data to Excel Q7. How do you set a task start date in the Gantt Chart planner? A. Hold Shift and click the date B. Simply click the date C. Right-click and select 'Set Start' D. Press Enter on the date Q8. What function does the 'Show All' box perform in the planner? A. Shows only completed activities B. Filters tasks based on whether they are in the current date range C. Highlights overdue tasks D. Exports only active tasks to PDF Q9. What advantage does the printable report offer? A. It only shows graphics B. It can be printed or saved as a PDF C. It sends reports via email automatically D. It hides all completed tasks by default Q10. What is available in the developer version of the template? A. Read-only access B. Complete design control with source code C. Only the ability to add tasks D. Limited to one project Answers: 1-A; 2-B; 3-B; 4-C; 5-C; 6-B; 7-B; 8-B; 9-B; 10-B DISCLAIMER: Quiz questions are AI generated. If you find any that are wrong, don't make sense, or aren't related to the video topic at hand, then please post a comment and let me know. Thanks. SummaryToday's video from Access Learning Zone introduces the Access Project Management Template, a tool designed to help you manage unlimited projects and their related tasks efficiently within Microsoft Access. My name is Richard Rost, and I will show you how this template works and some features to help with your scheduling needs.This template allows you to keep track of as many projects as you need, with each project containing multiple tasks. For example, you might have projects like building a new house or managing a personnel schedule, and you can freely add as many projects and tasks as required. For each task, you can specify a start date and an end date. These dates can be set either in the main form or directly within the Gantt Chart planner, which I will describe shortly. A simple, straightforward interface was a key consideration in developing this database, which makes it easy to use as-is or to integrate with your other Access databases. There are no complicated add-ins, DLLs, or third-party installations—this template is built entirely in Microsoft Access. Color coding is available for visual tracking, currently with options for red or blue. I plan to add more choices in future releases. If you are comfortable with modifying the design yourself, a Developer Walkthrough video explains how to add more color options right away. The planner section displays a Gantt Chart that clearly lays out your tasks. Across the top, you will see days marked, with weekends and weekdays color coded for easy identification. Each task is shown with its associated dates. Navigation controls allow you to adjust your view by days, weeks, months, quarters, or years, and a special button always highlights today's date in yellow. To prevent accidental changes, the planner opens in a locked state so you cannot inadvertently shift task dates. If you do need to make changes, you can unlock the chart. Setting a new start date for a task is as simple as clicking on the date; adjusting an end date is done by holding the Shift key and clicking on the desired date. This process makes it quick and easy to update your project schedule. Adding new tasks is just as straightforward: unlock the chart, choose your dates for the new task, and then lock it again to prevent further unintentional edits. The template also comes with a built-in print function, allowing you to generate a standard, printable version of your chart or save it as a PDF. Each column in the printout displays a total count, showing how many activities are scheduled for that day. If you are using the database for personnel scheduling, this helps keep track of how many staff are on the schedule at any time. To keep your view focused, you can filter out tasks that are not relevant to the current date range by disabling the Show All option. This will hide tasks that fall outside the visible time frame, which is particularly helpful for personnel scheduling or when you want to concentrate on only the active tasks. You can download a free, fully functional version of this Access Project Management Template from my website to see if it fits your needs. There is also a developer version available, which gives you full access to the design and source code, so you can modify and integrate the template into your own database systems. If you have any questions, please feel free to reach out or leave a comment. You can find a complete video tutorial with step-by-step instructions on everything discussed here on my website at the link below. Live long and prosper, my friends. Topic ListTracking unlimited projects and tasksAssigning start and end dates to tasks Associating colors with tasks Navigating and using the Gantt Chart planner Moving schedule by days, weeks, months, quarters, or years Locking and unlocking the Gantt Chart for editing Setting task start and end dates with click and Shift-click Adding new tasks in the planner Printing a Gantt Chart as a report Viewing scheduled activities count per day Filtering to display only active tasks within date range Switching views to show or hide completed tasks |
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