Shelly Cashman Word 365/2021 | Modules 4-7: SAM Capstone Project 1a

Hankins Aerospace
DEVELOPING AN ANNUAL REPORT

GETTING STARTED
 Save the file SC_WD365_2021_CS4-7a_FirstLastName_1.docx as
SC_WD365_2021_CS4-7a_FirstLastName_2.docx
o Edit the file name by changing “1” to “2”.

o If you do not see the .docx file extension, do not type it. The file
extension will be added for you automatically.
 To complete this Project, you will also need the following files:
o Support_WD365_2021_CS4-7a_Data.png

o Support_WD365_2021_CS4-7a_Founder.docx

o Support_WD365_2021_CS4-7a_List.docx

o Support_WD365_2021_CS4-7a_Table.docx

 With the file SC_WD365_2021_CS4-7a_FirstLastName_2.docx open, ensure

that your first and last name is displayed in the footer.
o If the footer does not display your name, delete the file and download a
new copy.

PROJECT STEPS
1. As an executive assistant at Hankins Aerospace in San Diego, California, you are
drafting an annual report for the members of a management committee to
review. The report begins with a personalized cover letter to shareholders.

Change the margins and orientation of the document as follows:

a. Change the page orientation to Portrait to use the standard format for
letters.
b. Change the top and bottom margins to .75" to allow more space for
content.
2. Use the content placeholders as follows to include standard information for a
form letter:
a. Delete the COMPANY NAME content control because the letterhead
already displays the company name.
b. Use the Date content control with the "CLICK TO SELECT A DATE"
placeholder text to display JANUARY 17, 2022 as the date.
3. Apply the Basic (Stylish) style set to use the standard style set for Hankins
Aerospace reports.
Shelly Cashman Word 365/2021 | Modules 4-7: SAM Capstone Project 1a

4. Create custom theme colors and fonts to apply to this report and other Hankins
Aerospace reports as follows:
a. Create a customized set of theme colors named Hankins that uses Teal,
Accent 4 as the Hyperlink color.
b. Create a customized set of theme fonts named HA Reports that uses
Calibri Light as the heading font and Constantia as the body font.
5. Create a new paragraph style as follows to use for the inside address:
a. Create a paragraph style named Inside Address based on the "INSERT
INSIDE ADDRESS" paragraph.
b. Change the Spacing After paragraph setting of the Inside Address style to
2 point.
c. Change the font color of the Inside Address style to Black, Text 1,
Lighter 35%.
6. Save the new formatting settings as a custom theme, using Hankins as the
name, so that you can use the theme with other company documents.
7. At the bottom of the letter, insert a hyperlink as follows:
a. Replace the text "[insert email address]" with the text
info@hankins.cengage.com to insert the company email address.
b. Format the text "info@hankins.cengage.com" as a hyperlink that links to
the info@hankins.cengage.com email address.
c. Add the ScreenTip Hankins general email address to the hyperlink.
8. To set up the document as a form letter, start the Step-by-Step Mail Merge
Wizard, accept Letters as the document type, and then choose to use the
current document as the starting document. Choose to create a new recipient
list, and then customize the columns in the recipient list as follows:
a. Customize the columns by deleting the Country or Region, Home Phone,
Work Phone, and E-mail Address fields.
b. Rename the ZIP Code field using Postal Code as the new field name.
c. Add a new field to the end of the address list using Year as the field
name.
9. Enter the address information for the two recipients as shown in Table 1, and
then save the data source using a name of your choice.

Table 1: Recipient Addresses

Field Record 1 Record 2

Title Ms. Mr.
First Name Karen Mark
Last Name Hong Roby
Company Name Blair Group AJ Global
Address 1 232 Ford Drive 58 Pacific Highway
Address 2 Suite 500
City San Diego Seattle
State CA WA
Postal Code 92112 98111
Year 2015 2017
Shelly Cashman Word 365/2021 | Modules 4-7: SAM Capstone Project 1a

10. Continue to Step 4 in the Mail Merge Wizard, and then insert the inside address
as follows:
a. Select the placeholder text "INSERT INSIDE ADDRESS", and then insert an
AddressBlock merge field using the Mr. Joshua Randall Jr. format.
b. Delete the placeholder text.
11. Insert the greeting line as follows:
a. Select the placeholder text "INSERT GREETING LINE", and then insert a
GreetingLine merge field using the Dear Mr. Randall, format.
b. Delete the placeholder text.
12. In the last paragraph in the body of the letter, select the "[YEAR]" placeholder
text, and then insert the "Year" merge field to include the year the recipient
became a shareholder.
13. To include personalized text, add an IF field as follows:
a. At the end of the second body paragraph ("We remain committed…world
around us."), insert an If…Then…Else rule.
b. Compare whether the City field is equal to San Diego as the condition.
c. Insert the following sentence if the condition is true:
We want to help San Diego continue to provide excellent support
to businesses.
d. Leave the false condition option blank so that Word does not insert text if
the City is not San Diego.
14. Continue to Step 5 of the Mail Merge wizard, and then edit the recipient list to
filter the data records to select only recipients where the Year field is equal to
2015 to prepare the first batch of letters for the most long-term shareholders.
15. Complete the mail merge as follows in the lettered steps below. You will merge
to a new document and then copy a page of the merged file to your original
document, so that all of your assignment appears in the same file.
a. Continue to Step 6 of the Mail Merge wizard, and then merge all records to
a new document.
b. In the new document containing the merged form letters, copy the
contents of page 1, beginning with the blank paragraph at the top of the
page and ending with the paragraph "enc."
c. In the original form letter document, move the insertion point to the blank
paragraph at the top of page 2, and then paste the merged form letter
into the main document.
d. Verify that the pasted merged form letter appears only on page 2 of the
original form letter document.
e. Turn off the preview of the mail merge results, and close the new, merged
document without saving it.
16. On page 3, crop the yellow rectangle from the picture at the top of the page.
17. Expand the character spacing of the heading paragraph "Strategic Growth and
Advanced Technology" by 1.2 point to call attention to the heading.
Shelly Cashman Word 365/2021 | Modules 4-7: SAM Capstone Project 1a

18. Format text in columns as follows:

a. Insert a Continuous section break at the beginning of the first body
paragraph on page 3 ("The market strategy…than ever before.") to
prepare for setting the section text into columns.
b. On page 4, insert a Continuous section break in the blank paragraph
above the picture to mark the end of the section.
c. Format the new section beginning "The market strategy…" and ending "…
retailers every day." into two columns.
d. Insert a line between the columns.
19. Add a drop cap as follows to include a professional typeface element:
a. Format the first letter in the column text (the "T" in "The") as a Dropped
drop cap.
b. Change the font color of the drop cap to Dark Red, Accent 1, Darker
25%.
20. Format the bulleted list in column 2 as follows to make the list more logical and
attractive:
a. Demote the two bulleted items after the "Landing Gear" item ("Axle
beams" and "Main cylinders") by one level.
b. Change the color of the bullets for the five first-level bulleted items
("Structural", "Landing Gear", "Engine", "Interior", and "Systems Control")
to Dark Red, Accent 1.
21. Call attention to a quotation from the company founder by inserting a text box
as follows:
a. Near the top of column 2, insert the Ion Quote (Dark) text box.
b. Insert the text as an object from the file Support_WD365_2021_CS4-
7a_Founder.docx without copying and pasting the text.
c. Delete the blank paragraph and the "[Cite your source here.]" paragraph.
d. Resize the text box to a height of 1.2" and a width of 2.9".
e. Set the text box to an absolute horizontal position of 3.5" to the right of
the Margin, and an absolute vertical position of 6.9" below the Margin to
position it on the page.
22. On page 4, change the design and format of the first "Financial Highlights" table
as follows to make the table more attractive and easier to interpret:
a. Split the cell containing the text "2021 2020" into 2 columns and 1 row.
b. Merge cells A2 through A8 (the cell containing the text "Dollar amounts in
millions" and the six cells below it).
c. Shade row 1 (the header row) using Brown, Accent 2.
d. Set the top and bottom cell margins to 0.02 for all cells in the table.
e. Change the direction of the "Dollar amounts in millions" text so that it
reads from bottom to top.
f. Change the width of the merged cell to 0.5".
g. Resize column D (the "2020" column) using AutoFit.
Shelly Cashman Word 365/2021 | Modules 4-7: SAM Capstone Project 1a

23. Insert and format a table in the "Net Sales (Millions) – Past Five Years" section
as follows:
a. Sort the seven paragraphs in the "Net Sales (Millions) – Past Five Years"
section in ascending order.
b. Convert the seven paragraphs into a table using tabs to separate the
columns and a fixed column width.
c. Move row 7 in the table so that it becomes row 1 and provides headings
for each column in the table.
d. Apply the Grid Table 2 – Accent 2 table style and shade the header row
using Brown, Accent 2 to match the formatting of the "Financial
Highlights" table.
e. Remove the First Column special formatting to follow the design of the
"Financial Highlights" table.
f. Change the height of all rows to 0.25". Change the width of column B to
1.65".
g. Insert a new row at the end of the table and type Total in the first cell of
the new row.
h. In the second cell of the new row, insert a formula that sums the values
above the cell.
24. In the "Capital Allocation" section, insert a table of capital allocations as follows
that Hankins Aerospace uses in many documents:
a. Save the table in the file Support_WD365_2021_CS4-7a_Table.docx as
a Quick Part using Cap as the name of the Quick Part.
b. Select the paragraph "[insert table here]" and then insert the Cap Quick
Part to include the table in the report.
25. In the "Notable Numbers" section, insert a bulleted list as follows to include
statistics in the report:
a. Copy the bulleted list in the file Support_WD365_2021_CS4-
7a_List.docx.
b. Select the paragraph "[insert list here]" and then keep source formatting
as you paste the bulleted list in the report.
26. On page 5, complete and modify the SmartArt as follows to make it more
useful:
a. Change the text wrapping of the SmartArt to Top and Bottom.
b. Change the layout to Captioned Pictures to emphasize the pictures.
c. Change the width of the SmartArt to 6" to increase its size.
d. Insert the picture Support_WD365_2021_CS4-7a_Data.png in the
picture placeholder for the "Analyze data" shape.
27. Format the shaded paragraph at the end of the document as follows to set it
apart from the rest of the document:
a. Change the indentation of the paragraph to a 0.5" Left Indent and a 0.5"
Right Indent.
b. Format the bold text "Hankins Aerospace, Inc." in Small caps to
distinguish it from the other text in the paragraph.
Shelly Cashman Word 365/2021 | Modules 4-7: SAM Capstone Project 1a

28. At the bottom of the page, rotate the Hankins Aerospace logo to the right so
that the "H" is oriented correctly.
29. Insert a Confidential 1 watermark to emphasize that the document
information is confidential.
Note: When opening your file or the Graded Summary report for this Project, you may be
prompted to Select From “Office Address List”. Select No in the dialog box to view your
report. Save your changes, close the document, and then exit Word. Follow the
directions on the website to submit your completed project.