The Riddle of the Ribbon, Moving to MS Project 2010 from a - PowerPoint PPT Presentation

The Riddle of the Ribbon, Moving to MS Project 2010 from a customized MS Project 2007, or Where is Everything? Ed Mahler Project Administration Institute, Inc. 2014 Construction CPM Conference Session WED33 Wednesday, Jan 22, 2 pm 1/22/2014 Project Administration Institute, Inc. 1

Dick Faris Keynote Laziness 1/22/2014 Project Administration Institute, Inc. 2

Overview • Not a tutorial • Installation and where they put files • The menu/ribbon challenge • Enhancements and omissions • Recommendations 1/22/2014 Project Administration Institute, Inc. 3

Installation • Installation environments • Where information is stored • Importing your 2007 views, tables, filters…. • Starting the product 1/22/2014 Project Administration Institute, Inc. 4

Installation Objective • Keep 2007 after 2010 is installed • Know where its components are installed so you can control its operation Environments • Do it yourself – There is an option to keep 2007 • Centralized robo rollout in a corporate environment – May not have option to keep 2007 – Reinstall 2007 after 2010 installed 1/22/2014 Project Administration Institute, Inc. 5

Installation Where is everything? • Executable program – They have the same filename - WINPROJ.EXE – Windows XP and Windows 7 store differently – 2010 and 2007 can coexist but can’t run at the same time • MPT file – 2007 (Menu, Views, tables, filters, macros, reports…) – 2010 (Views, tables, filters, macros, reports…) • Ribbon export file (2010 menu) 1/22/2014 Project Administration Institute, Inc. 6

Installation Windows XP/SP3 1/22/2014 Project Administration Institute, Inc. 7

MSP 2007 executable Windows XP/SP3 1/22/2014 Project Administration Institute, Inc. 8

MSP 2010 executable Windows XP/SP3 1/22/2014 Project Administration Institute, Inc. 9

Windows XP/SP3 MSP 2007 mpt • Views • Tables • Filters • Macros • Menus 1/22/2014 Project Administration Institute, Inc. 10

Windows XP/SP3 MSP 2010 mpt & customized ribbon • Menus • Views • Tables • Filters • Macros 1/22/2014 Project Administration Institute, Inc. 11

Windows XP/SP3 MSP 2010 ribbon 1/22/2014 Project Administration Institute, Inc. 12

XP Execution 1/22/2014 Project Administration Institute, Inc. 13

Installation Windows 7 1/22/2014 Project Administration Institute, Inc. 14

MSP 2007 executable Windows 7 1/22/2014 Project Administration Institute, Inc. 15

MSP 2010 executable Windows 7 1/22/2014 Project Administration Institute, Inc. 16

Windows 7 MSP 2007 mpt 1/22/2014 Project Administration Institute, Inc. 17

Windows 7 MSP 2010 mpt & customized ribbon 1/22/2014 Project Administration Institute, Inc. 18

Windows 7 MSP 2010 original ribbon 1/22/2014 Project Administration Institute, Inc. 19

W7 Execution 1/22/2014 Project Administration Institute, Inc. 20

Installation Executing from Windows Explorer • Double clicking your mpp file will open the last version of MSP you installed. • To change which one opens right click the file and select “Open with”. • Then Browse for the other MSP version using the info on slides 7, 8, 14, or 15. • Click the “Always use the selected program…” box to make the change permanent. 1/22/2014 Project Administration Institute, Inc. 21

Executing from Windows Explorer 1/22/2014 Project Administration Institute, Inc. 22

Installation Importing your views, tables, filters, macros, …. from 2007 • 2007 menu < 25% of screen height 1/22/2014 Project Administration Institute, Inc. 23

2007 Menu <25% of screen height 1/22/2014 Project Administration Institute, Inc. 24

Installation Importing your views, tables, filters, macros, …. from 2007 • 2007 menu < 25% of screen height • There’s a 2010 menu bug/feature • Imported view/table/ribbon takes 33% of screen height 1/22/2014 Project Administration Institute, Inc. 25

2010 Imported 2007 View and Table (33%) 1/22/2014 Project Administration Institute, Inc. 26

Installation Importing your views, tables, filters, macros, …. from 2007 • There’s a menu bug/feature • 2007 menu < 25% of screen height • Imported view/table/ribbon takes 33% of screen height • If you redefine from 2010 views and tables it will take almost 25% of screen height 1/22/2014 Project Administration Institute, Inc. 27

Native 2010 View and 2007 Imported Table (25%) 1/22/2014 Project Administration Institute, Inc. 28

Native 2010 View and 2007 Imported Table (25%) Click here to hide ribbon 1/22/2014 Project Administration Institute, Inc. 29

Native 2010 View and 2007 Imported Table (20%) 1/22/2014 Project Administration Institute, Inc. 30

Native 2010 View and 2007 Imported Table (20%) Click here to restore ribbon 1/22/2014 Project Administration Institute, Inc. 31

The Ribbon Pro’s Extremely customizable Con’s • Takes up too much vertical space • Too many rarely used options on the screen • Missing features from 2007 • Buttons for macros • View, Table, and Filter window pull downs • Popular menu commands not included in any ribbon are available • Page break • Change highlighting • Popular menu commands hidden in ribbons • Delete - in Task ribbon as Clear/Entire Row • Window – in View ribbon called Switch Windows 1/22/2014 Project Administration Institute, Inc. 32

Mapping the 2007 Menu to 2010 There are 2 menus and 5 Ribbons • Quick access tool bar menu • File menu • Task Ribbon • Resource Ribbon • Project Ribbon • View Ribbon • Format Ribbon 1/22/2014 Project Administration Institute, Inc. 33

Mapping the 2007 Menu to 2010 PAI Customized 2007 menu Quick access tool bar (menu) 1/22/2014 Project Administration Institute, Inc. 34

Mapping the 2007 Menu to 2010 PAI Customized 2007 menu Quick access tool bar (menu) 1/22/2014 Project Administration Institute, Inc. 35

Mapping the 2007 Menu to 2010 Customized 2007 menu Quick access tool bar (menu) 1/22/2014 Project Administration Institute, Inc. 36

Mapping the 2007 Menu to 2010 PAI Customized 2007 menu File menu Takes up the whole screen - Contains • File open, save, and save as • Print and print preview • Tools options • Organizer 1/22/2014 Project Administration Institute, Inc. 37

Mapping 2007 to the 2010 Ribbon PAI Customized 2007 menu Task Ribbon 1/22/2014 Project Administration Institute, Inc. 38

Mapping 2007 to the 2010 Ribbon PAI Customized 2007 menu I use the Resource Pool View to define resources and Gantt view with split screen to assign them and the amount of work they do, never let MSP do leveling. Resource Ribbon 1/22/2014 Project Administration Institute, Inc. 39

Mapping 2007 to the 2010 Ribbon PAI Customized 2007 menu Project Ribbon 1/22/2014 Project Administration Institute, Inc. 40

Mapping 2007 to the 2010 Ribbon PAI Customized 2007 menu View Ribbon 1/22/2014 Project Administration Institute, Inc. 41

Mapping 2007 to the 2010 Ribbon PAI Customized 2007 menu Format Ribbon 1/22/2014 Project Administration Institute, Inc. 42

Mapping 2007 to Customized Ribbon PAI Customized 2007 menu PAI Customized 2010 Ribbon 1/22/2014 Project Administration Institute, Inc. 43

Customized Ribbon in a Window Bug Shrinks the ribbon Other ribbons adapt to smaller size 1/22/2014 Project Administration Institute, Inc. 44

Google: MS Project 2007 menu to 2010 Link to interactive guide 1/22/2014 Project Administration Institute, Inc. 45

MS Project 2007 menu to 2010 interactive guide 1/22/2014 Project Administration Institute, Inc. 46

Enhancements and Omissions Enhancements • Text wrapping • Filter highlight feature • Spell check tells you where the word is • Performance Omissions • Buttons for macros • View, Table, and Filter window pull downs • Useful menu commands available but not included in any ribbon • New feature: “Manually or Auto Scheduled”, default is Manually. 1/22/2014 Project Administration Institute, Inc. 47

Recommendations • Install 2010 & Import your views, tables, filters, macros… • Keep 2007 for reference and until you don’t need it • Create your own customized ribbon • Recreate your views from native 2010 views to reduce heading size 1/22/2014 Project Administration Institute, Inc. 48

Contact Information Ed Mahler Project Administration Institute, Inc. Larchmont, NY edmahler@paiwebsite.com Office # 914-834-4162 Cell # 917-734-3953 Session WED33, 1/22/14, 2 PM 1/22/2014 Project Administration Institute, Inc. 49