Upravljanje softverskim projektima Part 3 Special Subjects

Transcription

1 Part 3 pecial ubjects 16 ustomizing Project haring ustom Elements Between Project Plans Recording Macros Editing Macros ustomizing the Ribbon and Quick Access oolbar 01/14

2 ustomizing Project opy a customized element, such as a calendar, from one project plan to another by using the Organizer Record and play back a macro Edit a macro in the Visual Basic for Applications (VBA) Editor ustomize the Quick Access toolbar and the ribbon Project has ribbon interface, which offers customization options and other features, such as the Organizer and global template, that are unique to it Project has customization features, such as recording Microsoft Visual Basic for Applications (VBA) macros, haring ustom Elements Between Project Plans Project uses a feature called the global template, named Global.mpt, to provide the default views, tables, and other elements that you see in Project You can copy modules (VBA macros), maps, and custom fields to the global template or between project plans; Organizer - features for sharing elements Global template: views, reports, tables, filters, calendars, groups 02/14

3 Exercise: copy a custom calendar from one project plan to another 1. tart M Project Open the ustomizing A_tart 3. File / ave as: ustomizing A, click ave 4. Next, open ustomizing B_tart and save it as ustomizing B 5. On the View tab, in the Window group, click witch Windows and then click 1 ustomizing A he ustomizing A project plan contains a custom calendar named Monday- Wednesday that you created in hapter croll the Gantt hart view vertically until task 44, end to color house, is visible, and then point the mouse pointer at the calendar icon in the Indicators column his task uses the custom calendar, so it can occur only on a Monday, uesday, or Wednesday. You d like to use this calendar in the ustomizing B project plan. 7. On the File ab, click Info, and then click Organizer 8. lick several of the tabs in the dialog box to get a look at the types of elements you can manage with the Organizer, and then click the alendars tab 03/14

4 Part 3 - V16 9. From the alendars available in drop-down list on the left side of the Organizer dialog box, select ustomizing B 10. In the list of calendars on the right side of the dialog box, click Monday- Wednesday 11. lick opy Project copies the custom calendar from the ustomizing A plan to the ustomizing B plan. o conclude this exercise, you apply the custom calendar to a task in the ustom B plan. 1. On the View tab, in the Window group, click witch Windows, and then click 2 ustomizing B 2. elect the name of task 19, end to color house 3. On the ask tab, in the Editing group, click croll to ask Note that this 1-day task is currently scheduled to occur on a hursday. 4. On the ask tab, in the Properties group, click Information 5. lick the Advanced tab 6. In the alendar box, select Monday-Wednesday from the list of available base calendars, and then click OK to close the dialog box Project applies the Monday-Wednesday calendar to task 19 and reschedules the task to start on Monday, the next working day on which the task can occur. 7. lose file 04/14

5 Recording Macros Many activities that you perform in Project can be repetitive o save time, you can record a macro that captures keystrokes and mouse actions for later playback he macro is recorded in Microsoft Visual Basic for Applications (VBA), the built-in macro programming language of the Microsoft Office system Exercise: record and run a macro 1. On the View tab, in the Macros group, click the down arrow below the Macros button, and then click Record Macro 2. In the Macro name box, type apture_gif_image 3. In the tore macro in box, click his Project to store the macro in the active project plan We don t want to customize your global template, you ll store the macro in the active project plan. 4. In the Description box, select the current text and replace it by typing aves a GIF image of the Gantt hart view 5. lick OK Project begins recording the new macro; it records only the results of the keystrokes and mouse actions that you make. 6. On the View tab, in the ask Views group, click the down arrow below the Gantt hart button, and then click Gantt hart 05/14

6 7. On the View tab, in the Zoom group, in the imescale box, click hirds of Months 8. lick the ask Name column heading 9. On the ask tab, in the lipboard group, click the arrow next to opy, and then click opy Picture 10. Under Render image, click o GIF image file, and then click Browse 11. In the Browse dialog box, navigate to the hapter16 folder, and then click OK 12. Under opy, click elected Rows 13. Under imescale, in the From box, type or select , and in the o box, type or select his date range matches the project plan s current start and finish date. You can see these dates for task 0, the project summary task. 14. lick OK to close the opy Picture dialog box Project saves the GIF image. 15. On the View tab, in the Zoom group, click Zoom and then click Zoom 16. In the Zoom dialog box, click Reset, and then click OK Now you are ready to stop recording. 17. On the View tab, in the Macros group, click the down arrow below the Macros button, and then click top Recording Next, you will run the macro to see it play back. 06/14

7 Part 3 - V16 1. On the View tab, in the Macros group, click Macros 2. In the Macro name box, click ustomizing A.mpp!apture_GIF_Image, and then click Run he macro begins running, but pauses as soon as Project generates a confirmation message to replace the existing GIF image file. 3. lick Overwrite to overwrite the previously created GIF image file he macro resaves the GIF image. Next, you ll see the results of the macro s actions. 4. In Windows Explorer, navigate to the hapter16 folder and double-click the ustomizing A GIF image file to open it in your image editor or viewer application he GIF image appears in your image viewer application. 5. lose your image viewing application, and then switch back to the ustomizing A project plan in Project haring ustom Elements Between Project Plans As handy as the apture_gif_image macro is to use, it can be improved You can change the macro code directly to accomplish what you want 07/14

8 Exercise: work in the VBA Editor to fine-tune and enhance previous macro 1. On the View tab, in the Macros group, click Macros 2. Under Macro name, click ustomizing A.mpp!apture_GIF_Image, and then click Edit 3. lick at the beginning of the line ViewApplyEx Name:= &Gantt hart, Applyo:=0 and press the Enter key 4. lick in the new line you just created, press the ab key, and type Application. Alerts False his line of code will suppress the prompt that you received when running the macro and accept the default option of replacing the existing GIF image file with the same name. 5. In the line that begins with EditopyPicture, select the date and time :00" (including the quotation marks) that follows FromDate:=, and type ActiveProject.Projecttart 6. In the same line, select the date and time :00 (including the quotation marks) that follows odate:=, and type ActiveProject.ProjectFinish 08/14

9 Part 3 - V16 Next, you ll add new macro capabilities while in the VBA Editor. 7. lick at the beginning of the line electaskolumn, and press Enter 8. lick in the new line you just created, press ab, and type FilterApply Name:= Incomplete asks his line of code will apply the Incomplete asks filter to the current view. 9. lick at the beginning of the line Zoomimescale Reset:=rue, and press Enter 10. lick in the new line you just created, press ab, and type Filterlear his line of code will remove the Incomplete asks filter from the current view. 11. On the File menu in the VBA Editor, click lose and Return to Microsoft Project he VBA Editor closes, and you return to the project plan. You could run the updated macro now, but first, you ll record some progress on tasks. 12. lick the name of task 31, Proofread and index 13. On the ask tab, in the chedule group, click the down arrow to the right of the Mark on rack button and then click Update asks 14. In the Actual dur field, type 16d, and then click OK Next, you ll record partial progress on another. 15. lick the name of task 32, Incorporate 1st Pages review task 16. On the ask tab, in the chedule group, click the down arrow to the right of the Mark on rack button and then click Update asks 09/14

10 Part 3 - V In the Actual dur field, type 5d, and then click OK Now you are ready to rerun the macro. 18. On the View tab, in the Macros group, click Macros 19. Under Macro name, click ustomizing A.mpp!apture_GIF_Image, and then click Run he macro runs, and this time, you are not prompted to overwrite the previously saved file. 20. In Windows Explorer, navigate to the hapter16 folder, and double-click the ustomizing A GIF image file to open it in your image editor or viewer application he GIF image appears in your image application. 21. If you are viewing the image in Windows Internet Explorer, depending on your screen resolution you may be able to click the GIF image to magnify it Note that task 31, which is now completed, does not appear. Now you can run the macro as frequently as needed to capture the most up-todate information. 22. lose your image viewing application, and then switch back to the ustomizing A project plan in Project 10/14

11 ustomizing the Ribbon and Quick Access oolbar You can add frequently used commands to the Quick Access toolbar You can customize an existing ribbon or create a new ribbon that includes any commands that you want Exercise: add command to Quick Access oolbar and create a custom ribbon 1. On the File tab, click Options 2. In the Project Options dialog box, click the Quick Access oolbar tab 3. On the left side of the dialog box, in the hoose commands from box, click ommands Not in the Ribbon Project displays the list of commands that you otherwise cannot access from the ribbon. 4. In the list of commands, click Go o, and then click Add he Go o command is a handy way to navigate to a specific task ID and scroll the timescale in the Gantt hart view, all in one action. 5. lick OK to close the Project Options dialog box Now try out the Go o command by doing the following steps: 6. On the Quick Access toolbar, click Go o 7. In the Go o dialog box, type 43 in the ID box and then click OK Project jumps to task 43 and scrolls the chart portion of the Gantt hart view to display its Gantt bar. 11/14

12 Part 3 - V16 If you d like to remove the command from the Quick Access toolbar, complete the following steps. 8. On the Quick Access oolbar right-click the Go o button and in the shortcut menu that appears, click Remove from Quick Access oolbar o conclude this exercise, you will create a custom tab and add a command that runs the apture_gif_image custom macro to it. 9. On the File tab, click Options 10. In the Project Options dialog box, click the ustomize Ribbon tab 11. On the right side of the dialog box, under Main abs, click the name View and then click New ab 12. On the right side of the dialog box, under Main abs, click the name New ab (ustom) and then click Rename 13. In the Display name field, type ustom and then click OK 14. lick the New Group (ustom) item, and then click Rename 15. In the Display name field, type My ommands and then click OK 16. On the left side of the dialog box, In the hoose commands from box, click Macros he name of the custom macro appears. 17. elect the name of the ustomizing A.mpp!apture_GIF_Image macro, and then click Add Project adds the macro item to your custom group. 12/14

13 Part 3 - V16 Next, you will rename the macro command and assign it an icon. 18. On the right side of the dialog box, select the name of the ustomizing A.mpp!apture_GIF_Image macro, and then click Rename 19. In the Display name field, type opy GIF, and in the ymbol box, select the picture image (sixth from the left in the second row) 20. lick OK to close the Rename dialog box, and then click OK to close the Project Options dialog box Project adds your custom tab to the interface. 21. lick the ustom tab 22. On the ustom tab, in the My ommands group, click opy GIF Project runs the macro. Finally, you will remove the custom ribbon to undo this customization. 23. Right-click the ustom tab, and in the shortcut menu that appears, click ustomize the Ribbon 24. On the right side of the Project Options dialog box, right-click ustom (ustom), and in the shortcut menu that appears, click Remove IP: You can also click the Reset button to undo all ribbon and Quick Access toolbar customizations that may have been made to your copy of Project. 25. lick OK to close the Project Options dialog box Project has removed the custom tab. 26. lose file. 13/14

14 Key Points In Project, elements such as custom calendars are managed through the global template via the Organizer. Project, like many other programs in the Microsoft Office system, uses the Visual Basic for Applications (VBA) macro programming language. Among other things, macros enable you to automate repetitive tasks. If you want to work directly with VBA code, you do so in the VBA Editor, which is included in Project as well as other Office applications. You can customize the Quick Access toolbar and ribbons in Project to include the commands and features that interest you the most. 14/14