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

Instructor:

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).

Register Here:

If you are an MPUG member, you can log-in and view recordings of this series here:

• Session 1 
• Session 2
• Session 3