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Beyond Macros – Customizing Microsoft Project for Non-Techies

Certificate Series Directory

Course Outline

Session 1 – Beyond Macros – Customizing Microsoft Project for Non-Techies

Getting Started with Macros

      • Recording and editing basic macros
      • Assigning a macro to the Microsoft Project ribbon
      • Creating a macro to set the baseline for all tasks in your project that have not yet been baselined
      • Creating a “hammock” task that dynamically calculates Duration based upon its Start and Finish “driving tasks”
      • Rounding Duration and Work values to the next highest whole number
      • Removing the displayed Units from a resource name next to a Gantt Chart bar
      • Creating a routine to inflate or deflate work by a specified %
      • Distributing your macros to other users
      • Using macros with standalone Project and Project Server


Session 2 – Beyond Macros – Customizing Microsoft Project for Non-Techies

Integrating Project with Microsoft Office

      • Importing and updating tasks from a Microsoft Excel file
      • Using automation to import resource rates from a Microsoft Excel file
      • Create a PowerPoint presentation that includes a Microsoft Project timeline at the click of a button
      • Import calendar data from Outlook to a Microsoft Project calendar


Session 3 – Beyond Macros – Customizing Microsoft Project for Non-Techies

Case Study – Building a Status Report Widget

      • Planning our Status Report Widget
      • Creating the widget UserForm interface
      • Integrating custom fields in the widget
      • Testing the widget
      • Assigning the Status Report Widget to the ribbon



Ira Brown, the founder and president of Project Widgets, is a leader in the field of project management, and is a recognized Microsoft Project expert. He has over 20 years of experience helping organizations implement enterprise project management solutions. Brown is the widely published author of several Microsoft Project books and a frequent MPUG webinar presenter on the topic of automating Microsoft Project. Project Widgets offers several add-on products for Microsoft Project 2013, as well as previous versions. Contact him at (302) 439-3414.

Course Format and Credit

The course is comprised of 3 sessions of 2 hours each. MPUG Certificate upon completion (if you attend all three sessions) and opportunity for six Category A PMI® PDUs (If you attend all three sessions).

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