Shelly Cashman Word 365 | Modules 8-11: SAM Capstone Project A Janzen Energy Solutions
COLLABORATING ON A REPORT WITH A FORM
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GETTING STARTED
1. Save the file SC_WD365_CS8-11a_FirstLastName_1.docx as SC_WD365_CS8-11a_FirstLastName_2.docx
a. Edit the file name by changing “1” to “2”.
b. If you do not see the .docx file extension, do not type it. The file extension will be added for you automatically.
2. To complete this Project, you will also need the following files:
Support_WD365_CS8-11a_Westview.docx
Support_WD365_CS8-11a_Janzen.dotx
Support_WD365_CS8-11a_Energy.xlsx
3. With the file SC_WD365_CS8-11a_FirstLastName_2.docx open, ensure that your first and last name is displayed in the footer.
a. If the footer does not display your name, delete the file and download a new copy.
4. To complete this project, you will need to display the Developer tab. o If the Developer tab does not display, click the File tab to open Backstage View and then click the Options button. In the Word Options dialog box, click Customize Ribbon and then click the Developer check box. Click the OK button to close the Word Options dialog box and confirm the Developer tab appears in the Word ribbon.
PROJECT STEPS
1. As a project manager at Janzen Energy Solutions in Denver, Colorado, you are collaborating with your manager, Shonda Lamont, on a report for potential clients that includes a questionnaire for prospective customers and information about how Westview Municipality employed the company to implement a solar energy solution. Shonda has already reviewed the document and asks you to complete the form and the report. Change the paper size for the form in section 1 only to a height of 6.7" so the entire form fits on one page.
2. Copy a style from a Janzen Energy Solutions form template, and then apply the style to a heading to use consistent formatting in all company documents, as follows:
a. Import the Form Title style from the file Support_WD365_CS8-11a_Janzen.dotx.
b. Apply the Form Title style to the "Service Request Form" heading on page 1.
3. On page 1 containing the form, insert and position an icon as follows:
a. Search for solar in the gallery of icons.
b. Insert the first icon listed.
c. Set the position of the icon as Position in Top Right with Square Text Wrapping.
4. In cell B4 of the form table, insert a content control so that clients can select an option as follows:
a. Position the insertion point before the space at the beginning of the cell containing "Financial services", and then insert a Check Box content control.
b. Change the checkmark symbol to Character code 252 in the Wingdings font.
5. Add a content control for indicating when clients want to start working with an energy expert as follows:
a. Insert a Drop-Down List content control after the text "When do you want to start working with a Janzen Energy Solutions expert?".
b. In Design mode, add the following items as the three choices available in the drop-down list. As soon as possible Within the next week Within the next month
6. Remove all the borders from the table so that the top part of the form blends in with the bottom part of the form.
7. Insert a rectangle to separate the form from the other text on the page as follows:
a. Draw a Rectangle around the form content only, from the "First Name:" line to the "When do you want to start working with a Janzen Energy Solutions expert?" line.
b. Change the height of the rectangle to 2.3" and change the width to 7.3".
c. Move the rectangle so that its top and bottom edges encompass the text in the form.
d. Change the rectangle shape to the Rectangle: Rounded Corners shape.
e. Apply the Colored Outline – Blue, Accent 6 shape style to the rectangle.
f. Apply an Offset: Bottom Left shadow to the rectangle.
g. Send the rectangle behind the text.
h. Adjust the position of the rectangle as needed so it encloses the form.
8. Insert a subdocument to include the text that Shonda Lamont has reviewed as follows:
a. Turn formatting marks on. Important: Leave formatting marks turned on until you are instructed to hide them.
b. Switch to Outline view, and then show the contents of the master document.
c. With the insertion point in the blank paragraph above the Table of Figures heading, insert the document Support_WD365_CS8-11a_Westview.docx to incorporate the main content for the report with Shonda's revisions. Answer Yes to All if prompted.
d. Click in the subdocument and then unlink it so that the subdocument becomes a permanent part of the master document.
e. Close Outline view.
f. Change the paper size to Letter for all the text from page 2 to the end of the document (Section 2).
9. Resolve the revisions Shonda made in the subdocument as follows:
a. Accept Shonda's first two tracked changes, which insert the text ": Westview Municipality" and "Solutions".
b. Reject the next tracked change, which inserts the sentence "The time was right for solar power.", because the sentence is redundant.
c. Accept the remaining changes in the document because they improve or correct the writing.
10. On page 2, insert the Date field in the blank line below the subtitle "A sustainable solution to power an entire community" to display the date using a format similar to March 31, 2028.
11. Starting with the first sentence on page 2 ("Situated in a valley …a remarkable transformation."), select "Westview" and mark all instances of it as an index entry.
12. On page 2, format and compress the picture of the solar panels to make it more exciting as follows:
a. Apply the Pastels Smooth artistic effect.
b. Compress the picture for use on the Web to reduce the file size of the completed document.
13. On page 4, create a text box from existing text to highlight it as follows:
a. Select the second and third sentences in the "Common Power Sources" section from "The term BTU stands for …" to "…one degree Fahrenheit at sea level."
b. Cut the text.
c. Insert a text box using the Simple Text Box style.
d. Paste the copied text into the text box and remove the extra hard return.
e. Change the Height of the text box to 1" and the Width to 5".
f. Apply the Colored Outline – Blue, Accent 6 Shape Style to the text box to match the form on page 1.
g. Center the text box in the blank area below the "Common Power Sources" paragraph.
14. On page 4, link a chart from an Excel workbook that compares BTUs from five common power sources as follows:
a. Open the workbook Support_WD365_CS8-11a_Energy.xlsx.
b. Copy the "BTUs" pie chart, and then paste it as a link using the destination theme in the blank paragraph below the text box in the "Common Power Sources" section.
c. Close Support_WD365_CS8-11a_Energy.xlsx.
15. Edit the chart to update the data and match the formatting to the other pie chart in the document as follows:
a. Edit data for the "BTUs" pie chart and change the value in cell B4 to 13.2 to update the chart. Save the changes and close the chart spreadsheet window.
b. Use Comparison of Power Source BTUs as the title of the pie chart to identify the purpose of the chart.
c. Apply Chart Style 8.
d. Show only the Percentages on the chart.
e. Change the Height of the pie chart to 3" and the Width to 6".
f. Break the link to the Excel workbook.
16. Add a caption below the "Comparison of Power Source BTUs" pie chart so that the caption is displayed as follows: Figure 3 Renewable energy sources generate 13.2 BTUs
17. On page 5, add a caption below the "Breakdown of Project Costs" pie chart so that the caption is displayed as follows: Figure 4 Breakdown of Project Costs pie chart. Ensure that there are no blank paragraphs between the caption and the "Details of Solar Development Plan" header below.
18. In the second sentence of the "Project Developed by Janzen Energy Solutions" paragraph, select the placeholder text "[insert cross-reference to chart figure]" and replace it with a cross-reference to Figure 4 that displays only the figure label and number.
19. On page 5, modify the table in the "Details of Solar Development Plan" section to lighten the page as follows:
a. Convert the table to text, separated by tabs.
b. With the text selected, press Ctrl+T to wrap the text.
20. On page 6, create and apply a character style to format all the paragraphs in the bulleted list the same way:
a. Create a character style named Success based on the formatting of the "Cost Savings" text in the bulleted list.
b. Apply the new Success style to the bold text in the bulleted list ("Environmental Impact:", "Community Empowerment:", and "Educational Opportunities:").
21. Change the Height of the SmartArt in the "Key Successes" section to 3.8" and the Width to 6.6" to fill and balance the page.
22. If necessary, update the Figure number so it reads "Figure 5 Four key successes for Westview"
23. On page 7, insert a chart to illustrate the table in the "Solar Panel Costs" section as follows:
a. Select the text "[Insert a column chart showing the table data]" below the table, and then insert a Clustered Column chart.
b. Copy the table in the "Solar Panel Costs" section and then paste it in the chart spreadsheet window starting in cell A1.
c. Remove any extra data and close the chart spreadsheet window.
d. Delete the "Cost (in millions)" chart title since the information appears below the x-axis.
e. Delete the table because the information is now redundant.
f. If necessary, ensure that the chart is not formatted as a heading.
24. Format the chart to improve its appearance as follows:
a. Change the colors to Colorful Palette 4 to coordinate with the rest of the document.
b. Add a Blue, Accent 6 border to clearly separate the chart from the text above.
25. Add a caption below the column chart with the following text to identify the purpose of the chart: Figure 6 Solar Panel Costs per Watt over Five Years
26. On page 7, in the first blank line below the Timeline section, insert a QuickTable as follows:
a. Select the Tabular List QuickTable.
b. Apply the List Table 4 – Accent 6 table style to match the formatting of other objects in the document.
c. Delete the last four rows in the QuickTable.
d. Edit the data in the QuickTable using the data shown in Table 1.
Table 1: Data for the Tabular Quick Table
Activity | Duration Site Visits | 2 weeks Design | 3 weeks Installation | 4 weeks Final Approval | 1 week
27. Group and position the two shapes on page 7 as follows:
a. Group the lightning bolt shape and the sun shape into one object.
b. Position the grouped shape using the Position in Bottom Right with Square Text Wrapping option.
28. Insert breaks to prepare for adding a table of contents to the document as follows:
a. Position the insertion point to the left of the "Table of Figures" heading on page 7 and then insert a Page break to move it to the next page.
b. Position the insertion point to the left of the "Client Experience: Westview Municipality" heading on page 2 and then insert a Page break to add a new blank page for the table of contents.
c. With the insertion point still positioned to the left of the "Client Experience: Westview Municipality" heading, insert a Continuous section break to keep the table of contents in a separate section.
29. Position the insertion point before the page break on the new page you just added, and then insert a table of contents using the Automatic Table 1 style in the Table of Contents gallery.
30. On page 3 (the page beginning with the "Client Experience: Westview Municipality" heading), insert a header as follows:
a. Break the link to the previous section.
b. Insert the Ion (Dark) header.
c. Close the Header & Footer tools.
31. On page 9, in the blank paragraph after the "Table of Figures" heading, insert a table of figures using the default format to list the figures in the document.
32. On page 10, in the first blank paragraph after the "Index" heading, insert an index using the default format.
33. On page 4, in the paragraph beginning "The town faced significant…", mark residential as an index entry that uses Sectors as the main entry and Residential as the subentry.
34. Update fields to reflect changes in the document, including those to the index and the page numbers in the table of contents, as follows:
a. Hide the index codes and other formatting marks.
b. Update all the field codes to include the new entry in the index.
c. Update the entire table of contents
d. Update the entire table of figures.
35. Change the document margins to apply a 0.3" gutter on the left to the Whole document to prepare for binding the document.
Your document should look like the Final Figure on the following pages. Save your changes, close the document, and then exit Word. Follow the directions on the website to submit your completed project.
Final Figure