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1/22/2014 Project Administration Institute, Inc. 1

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

Dick Faris Keynote

Laziness

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Overview

• Not a tutorial

• Installation and where they put files

• The menu/ribbon challenge

• Enhancements and omissions

• Recommendations

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• Installation environments

• Where information is stored

• Importing your 2007 views, tables, filters….

• Starting the product

Installation

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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

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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)

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Windows XP/SP3

Installation

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Win

do

ws X

P/S

P3

MS

P 2

00

7 e

xe

cu

tab

le

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Win

do

ws X

P/S

P3

MS

P 2

01

0 e

xe

cu

tab

le

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Win

do

ws X

P/S

P3

MSP 2007 mpt • Views

• Tables

• Filters

• Macros

• Menus

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MSP 2010 mpt & customized ribbon

Win

do

ws X

P/S

P3

• Views

• Tables

• Filters

• Macros

• Menus

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Win

do

ws X

P/S

P3

MSP 2010 ribbon

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XP Execution

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Windows 7

Installation

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Win

do

ws 7

MS

P 2

00

7 e

xe

cu

tab

le

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Win

do

ws 7

MS

P 2

01

0 e

xe

cu

tab

le

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Win

do

ws 7

MSP 2007 mpt

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Win

do

ws 7

MSP 2010 mpt & customized ribbon

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Win

do

ws 7

MSP 2010 original ribbon

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W7 Execution

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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.

Installation

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Executing from Windows Explorer

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Importing your views, tables, filters, macros, …. from 2007

• 2007 menu < 25% of screen height

Installation

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2007 Menu <25% of screen height

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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

Installation

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2010 Imported 2007 View and Table (33%)

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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

Installation

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Native 2010 View and 2007 Imported Table (25%)

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Native 2010 View and 2007 Imported Table (25%)

Click

here to

hide

ribbon

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Native 2010 View and 2007 Imported Table (20%)

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Native 2010 View and 2007 Imported Table (20%)

Click

here to

restore

ribbon

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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

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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

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PAI Customized 2007 menu

Mapping the 2007 Menu to 2010

Quick access tool bar (menu)

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Quick access tool bar (menu)

PAI Customized 2007 menu

Mapping the 2007 Menu to 2010

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Customized 2007 menu

Quick access tool bar (menu)

Mapping the 2007 Menu to 2010

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Takes up the whole screen - Contains

• File open, save, and save as

• Print and print preview

• Tools options

• Organizer

PAI Customized 2007 menu

File menu

Mapping the 2007 Menu to 2010

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Mapping 2007 to the 2010 Ribbon

Task Ribbon

PAI Customized 2007 menu

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Mapping 2007 to the 2010 Ribbon

Resource Ribbon

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.

PAI Customized 2007 menu

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Mapping 2007 to the 2010 Ribbon

Project Ribbon

PAI Customized 2007 menu

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Mapping 2007 to the 2010 Ribbon

View Ribbon

PAI Customized 2007 menu

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Mapping 2007 to the 2010 Ribbon

Format Ribbon

PAI Customized 2007 menu

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Mapping 2007 to Customized Ribbon

PAI Customized 2010 Ribbon

PAI Customized 2007 menu

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Customized Ribbon in a Window Bug

Shrinks the ribbon

Other ribbons adapt to smaller size

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Google: MS Project 2007 menu to 2010

Link to

interactive

guide

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MS Project 2007 menu to 2010

interactive guide

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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.

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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

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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

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