All you need to do is click open a database template and start working on it. Templates in MS Access are predefined databases that need not be built from scratch. MS Access can also be used to create a customizable accounting database to record expenses and earnings. It is a no-code tool that requires next to zero coding knowledge to build a database for yourself. MS Access is a powerful Microsoft tool that can be used for creating databases that can be used for various business procedures and then integrated into one for uniformity and easy transfers. MS Access provides users with all possible options and tools to build forms, reports, tables, databases, and queries. It is built on a combination for the user to use a graphically oriented user interface and relational database tools that can be used for easy and customized database building and software development. Select the file you want to add, and then click Open.Microsoft Access is a database management software (DBMS) provided by the Microsoft Office Suite. In the Choose File dialog box, browse to the folder that contains the file. In the Attachments dialog box, click Add. On any Details form, double-click the Attachments field (on the Employee Details form, double-click the picture icon). On the Project Details form, the Task Details form, and the Employee Details form, you can add pictures and other attachments. On the Project List form or the Employee List form, double-click the item that you want to see. To display the Project Details form or the Employee Details form: The Project Details form and the Employee Details forms let you view and enter more information about a project or employee. 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 Project List form, you can filter the list of projects, and save your favorite filters for future use.Īpply filters by right-clicking the form and selecting the filters you want. Add new common tasks to the end of the list.Ĭlick Close to return to the Project Details form. Select the check box next to each common task that you want to add to the project. On the Project Details form, click Common Tasks. After you enter a common task, it can be added to any project in the Project database without having to re-enter the task details. On the Task Details form, edit the details of the task, and then click Close.Ĭommon tasks are tasks that are frequently used in many different projects, such as budgeting or training. On the Project Details form, click the Project Tasks tab.ĭouble-click the task that you want to edit. On the Task Details form, fill in the details of the task, and then click Close.Īccess displays the new project in the Project Tasks list on the Project Details form. On the Project Details form, click Add Task. On the Project Details form, add or edit the details of the project. On the Project List form, double-click the project that you want to edit. On the Project Details form, fill in the details of the project, and then click Close. On the Project List form, click New Project. In the Select Names to Add dialog box, select the names that you want to add to the database. On the Employee List form, click Add From Outlook. If you use Microsoft Outlook, you can add employees from that program without having to re-type the information. To enter more detailed information about an employee, double-click the employee's name in the Employee List form, and enter the information in the Employee Details form.Ĭlick Close to return to the Project List form. On the Employee List form, fill in the details of each employee. On the Project List form, click Employee List. Use this procedure to manually add employees, or see the next section to add employees from your Outlook contacts. To begin using the Projects database template, the first step is to add employees, so that you have someone to assign projects and tasks to. 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 make sure all the database content is enabled, use the following procedure: In this article, we cover the basic steps of using the Projects desktop database 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. Note: The Project management database template has been updated over the last few years.
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