The Riddle of the Ribbon, Moving to MS Project 2010 from a ... Slid… · MSP 2010 mpt & customized...

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


Overview

• Not a tutorial

• Installation and where they put files

• The menu/ribbon challenge

• Enhancements and omissions

• Recommendations


• Installation environments

• Where information is stored

• Importing your 2007 views, tables, filters….

• Starting the product

Installation


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


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)


Windows XP/SP3

Installation


Win

do

ws X

P/S

P3

MS

P 2

00

7 e

xe

cu

tab

le


Win

do

ws X

P/S

P3

MS

P 2

01

0 e

xe

cu

tab

le


Win

do

ws X

P/S

P3

MSP 2007 mpt • Views

• Tables

• Filters

• Macros

• Menus


MSP 2010 mpt & customized ribbon

Win

do

ws X

P/S

P3

• Views

• Tables

• Filters

• Macros

• Menus


Win

do

ws X

P/S

P3

MSP 2010 ribbon


XP Execution


Windows 7

Installation


Win

do

ws 7

MS

P 2

00

7 e

xe

cu

tab

le


Win

do

ws 7

MS

P 2

01

0 e

xe

cu

tab

le


Win

do

ws 7

MSP 2007 mpt


Win

do

ws 7

MSP 2010 mpt & customized ribbon


Win

do

ws 7

MSP 2010 original ribbon


W7 Execution


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


Executing from Windows Explorer


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

• 2007 menu < 25% of screen height

Installation


2007 Menu <25% of screen height




• There’s a 2010 menu bug/feature

• Imported view/table/ribbon takes 33% of screen height

Installation


2010 Imported 2007 View and Table (33%)



• There’s a menu bug/feature


• 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


Native 2010 View and 2007 Imported Table (25%)



Click

here to

hide

ribbon



Click

here to

restore

ribbon


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


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


PAI Customized 2007 menu


Quick access tool bar (menu)


Customized 2007 menu




Takes up the whole screen - Contains

• File open, save, and save as

• Print and print preview

• Tools options

• Organizer


File menu



Mapping 2007 to the 2010 Ribbon

Task 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.




Project Ribbon




View Ribbon




Format Ribbon



Mapping 2007 to Customized Ribbon

PAI Customized 2010 Ribbon



Customized Ribbon in a Window Bug

Shrinks the ribbon

Other ribbons adapt to smaller size


Google: MS Project 2007 menu to 2010

Link to

interactive

guide


MS Project 2007 menu to 2010

interactive guide


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.


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


Contact Information

Ed Mahler

Project Administration Institute, Inc.

Larchmont, NY

[email protected]

Office # 914-834-4162

Cell # 917-734-3953

Session WED33, 1/22/14, 2 PM


The Riddle of the Ribbon, Moving to MS Project 2010 from a ... Slid… · MSP 2010 mpt & customized...

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