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The Riddle of the Ribbon: Moving from MS Project 2007 to 2010

Learn how to navigate the MS Project 2010 interface after upgrading from version 2007. Discover where the executable files are located, understand the changes in the ribbon menu, and explore enhancements, omissions, and recommendations for project scheduling.

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The Riddle of the Ribbon: Moving from MS Project 2007 to 2010

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  1. Part I The Riddle of the Ribbon. Moving from MS Project 2007 to 2010. Where is Everything?Part IISharing: How I do Project SchedulingEd MahlerProject Administration Institute, Inc. 2015 Construction CPM ConferenceSession FR116, Friday, Jan 16 Project Administration Institute, Inc.

  2. Dick Faris Keynote Laziness Project Administration Institute, Inc.

  3. Overview • Sharing, not a tutorial Part 1 – 2007 to 2010, how I dealt with the upgrade • Where did they put the executable files • The 2007 menu to 2010 ribbon challenge • Enhancements , omissions, & recommendations • Sharing the PAI ribbon Part 2 – How I do Project Scheduling • High visibility scheduling • Sharing PAI views, tables, filters 1/16/2014 Project Administration Institute, Inc. 3

  4. Installation Objective • Keep 2007 after 2010 is installed • Know where its components are installed so you can control its operation Installation 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 1/16/2014 Project Administration Institute, Inc. 4

  5. Installation Where is everything? • Executable program • They have the same filename - WINPROJ.EXE • Windows XP and Windows 7 stored in different places • 2010 and 2007 can coexist but can’t run at the same time • MPT file – global.mpt • 2007 (Menu, Views, tables, filters, macros, reports…) • 2010 (Views, tables, filters, macros, reports…) • Ribbon file (2010 menu) 1/16/2014 Project Administration Institute, Inc. 5

  6. Installation Windows XP/SP3 1/16/2014 Project Administration Institute, Inc. 6

  7. Windows XP/SP3 MSP 2007 executable Project Administration Institute, Inc.

  8. Windows XP/SP3 MSP 2010 executable Project Administration Institute, Inc.

  9. MSP 2007 mpt • Menu • Views • Tables • Filters • Macros Windows XP/SP3 MSP 2007 mpt Project Administration Institute, Inc.

  10. MSP 2010 mpt & customized ribbon Windows XP/SP3 MSP 2010 mpt & ribbon • Menu • Views • Tables • Filters • Macros Project Administration Institute, Inc.

  11. MSP 2010 internal ribbon Windows XP/SP3 MSP 2010 internal ribbon • Menu Project Administration Institute, Inc.

  12. Installation Windows 7 Project Administration Institute, Inc.

  13. Windows 7 MSP 2007 executable Project Administration Institute, Inc.

  14. Windows 7 MSP 2010 executable Project Administration Institute, Inc.

  15. MSP 2007 mpt • Views • Tables • Filters • Macros • Menus Windows 7 MSP 2007 mpt Project Administration Institute, Inc.

  16. 14 Windows 7 MSP 2010 mpt MSP 2010 mpt & customized ribbon • Menus • Views • Tables • Filters • Macros Project Administration Institute, Inc.

  17. office Windows 7 MSP 2010 internal ribbon MSP 2010 internal ribbon • Menus Project Administration Institute, Inc.

  18. XP Execution Project Administration Institute, Inc.

  19. W7 Execution Project Administration Institute, Inc.

  20. 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 8 and 9, or 14 and 15. • Click the “Always use the selected program…” box to make the change permanent. Project Administration Institute, Inc.

  21. Executing from Windows Explorer Project Administration Institute, Inc.

  22. W7 Execution from the start menu or the toolbar Project Administration Institute, Inc.

  23. Importing 2007 Views and Tables • 2007 view/table & heading ~ 25% of screen height • Imported view/table & heading consumed >33% of screen height Project Administration Institute, Inc.

  24. 2007 Menu ~25% of Screen Height Can see 26 lines Table View Project Administration Institute, Inc.

  25. 2007 View & Table imported into 2010 >33% Can see 21 lines Table View Project Administration Institute, Inc.

  26. Importing 2007 Views and Tables • 2007 view/table & heading < 25% of screen height • Imported view/table & heading consumed >33% of screen height • If you redefine your views and tables in 2010 they will take <25% of screen height Project Administration Institute, Inc.

  27. Native 2010 View and Table <25% Can see 23 lines Table View Project Administration Institute, Inc.

  28. Native 2010 View and Table <25% Click here to compress the ribbon Project Administration Institute, Inc.

  29. Native 2010 View and 2007 Imported Table <25% Can see 27 lines Project Administration Institute, Inc.

  30. Native 2010 View and Table <20% Click here to restore ribbon Project Administration Institute, Inc.

  31. Finding PAI 2007 menu commands on the Ribbon • 2010 has 2 menus • Quick access tool bar menu • File menu • and 5 Ribbons • Task Ribbon • Resource Ribbon • Project Ribbon • View Ribbon • Format Ribbon Project Administration Institute, Inc.

  32. Mapping the PAI 2007 Menu to 2010 PAI Customized 2007 menu 2010 Quick access tool bar menu Project Administration Institute, Inc.

  33. Mapping the PAI 2007 Menu to 2010 PAI Customized 2007 menu To customize the toolbar 2010 Quick access tool bar menu Project Administration Institute, Inc.

  34. Customizing the Quick Access Tool Bar Menu Customized 2007 menu 620 Quick access tool bar (menu) Project Administration Institute, Inc.

  35. Where are the PAI 2007 Menu Icons? PAI Customized 2007 menu 2010 File menu • 2010 File Menu takes up the whole screen • Contains • File open, save, and save as • Print and print preview • Tools options • Organizer Project Administration Institute, Inc.

  36. Where are the PAI 2007 Menu Icons? PAI Customized 2007 menu Task Ribbon Project Administration Institute, Inc.

  37. Where are the PAI 2007 Menu Icons? PAI Customized 2007 menu I use the Resource Pool View to define resources and Gantt view to assign them and the amount of work they do. Resource Ribbon Project Administration Institute, Inc.

  38. Where are the PAI 2007 Menu Icons? PAI Customized 2007 menu Project Ribbon Project Administration Institute, Inc.

  39. Where are the PAI 2007 Menu Icons? PAI Customized 2007 menu View Ribbon Project Administration Institute, Inc.

  40. Mapping 2007 to the 2010 Ribbon PAI Customized 2007 menu Format Ribbon Project Administration Institute, Inc.

  41. Simplify: Create your own Menu in 2010 Create a new tab Project Administration Institute, Inc.

  42. Create your own Menu in 2010 Create a new tab Insert a group in the tab Project Administration Institute, Inc.

  43. Create your own Menu in 2010 Create a new tab Insert a group in the tab Add Commands Project Administration Institute, Inc.

  44. Create your own Menu in 2010 Create a new tab Insert a group in the tab Ribbon is exportable Add Commands Project Administration Institute, Inc.

  45. Mapping 2007 to Customized Ribbon PAI Customized 2007 menu PAI Customized 2010 Ribbon Project Administration Institute, Inc.

  46. Customized Ribbon in a Window Shrinks the ribbon Adapts to smaller size by creating multiple groups Project Administration Institute, Inc.

  47. Ribbon Pros and Cons • Pro’s • Extremely customizable • Exportable/Importable • Con’s • Ribbons and headings takes up too much vertical space • Too many rarely used options on the ribbons • Too many clicks to get to popular commands • Delete – in Task ribbon under Clear • Window – in View ribbon now called Switch Windows • Popular menu commands not included in any ribbon • Page break • Change highlighting • Missing features from 2007 • Buttons for macros • View, Table, and Filter window pull downs Project Administration Institute, Inc.

  48. Google: MS Project 2007 menu to 2010 Link to interactive guide Project Administration Institute, Inc.

  49. MS Project 2007 menu to 2010 interactive guide Project Administration Institute, Inc.

  50. 2010 Enhancements and Omissions • Enhancements • Text wrapping • Filter highlight on/off feature • Spell check tells line # where the word is • Performance • Omissions • View, Table, and Filter window pull downs • Buttons for macros • Useful menu commands not included in any ribbon • New feature: “Manually or Auto Scheduled”, default is Manually. Project Administration Institute, Inc.

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