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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
Office # 914-834-4162
Cell # 917-734-3953
Session WED33, 1/22/14, 2 PM
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