MS Project Export Utility User Manual

MS Project Export Utility User Manual 2nd Edition

For Use With MS Project 2007

Copyright (C) 2014-2016 Midori Media. All Rights Reserved. www.midorimedia.com [email protected]

MS Project Export Utility: User Manual (For Use With MS Project 2007)

Table of Contents 1.0 1.1 1.2 1.3 1.4

Introduction .............................................................................................................................. 3 Background Reading................................................................................................................ 4 Software Requirements............................................................................................................ 4 Definition of Terms ................................................................................................................... 5 Project Life Cycle Flow Chart ................................................................................................. 12

2.0 2.1

Preparing MS Project 2007 .................................................................................................... 13 MS Project 2007 Macro Security Levels ................................................................................. 13

2.1.1

2.2 2.2.1

Changing the MS Project 2007 Macro Security Level ........................................................................... 14

MS Project 2007 Legacy Formats .......................................................................................... 17 Changing the MS Project 2007 Legacy Format Options ....................................................................... 18

3.0 3.1

Installing the MS Project Export Utility ................................................................................. 21 Copying the MS Project Export Utility Form and Module ........................................................ 21

4.0 4.1

Starting The MS Project Export Utility .................................................................................. 25 How to Start the MS Project Export Utility .............................................................................. 26

4.1.1 4.1.2 4.1.3

5.0 5.1 5.1.1

5.2 5.3 5.4 5.5 5.5.1

Default Shortcut Key .............................................................................................................................. 28 MS Project Export Utility: No Project Files Open ................................................................................... 29 MS Project Export Utility: Project File Not Saved, Continue? ................................................................ 29

The Baseline Schedule .......................................................................................................... 30 The Baseline Schedule Export Table ..................................................................................... 30 Creating the Baseline Schedule Export Table ....................................................................................... 31

Export Baseline Schedule Process ........................................................................................ 34 Selecting the Save Folder ...................................................................................................... 35 Selecting the MS Excel Workbook Filename Options ............................................................. 38 Selecting the Export Map ....................................................................................................... 39 Creating the Baseline Schedule Export Map ......................................................................................... 40

5.6

Exporting The Baseline Schedule .......................................................................................... 43

6.0 6.1

The Production Schedule ...................................................................................................... 46 The Production Schedule Export Table .................................................................................. 46

6.1.1

6.2 6.3 6.4 6.5 6.5.1

Creating the Production Schedule Export Table .................................................................................... 47

Export Production Schedule Process ..................................................................................... 50 Selecting the Save Folder ...................................................................................................... 51 Selecting the MS Excel Workbook Filename Options ............................................................. 54 Selecting the Export Map ....................................................................................................... 55 Creating the Production Schedule Export Map ...................................................................................... 56

6.6

Exporting The Production Schedule ....................................................................................... 59

7.0 7.1 7.2

Using the MS Project 2007 Organizer To Copy Export Maps .............................................. 62 Before Opening the MS Project 2007 Organizer .................................................................... 62 Opening the MS Project 2007 Organizer ................................................................................ 62

7.2.1 7.2.2

Method 1 ................................................................................................................................................ 62 Method 2 ................................................................................................................................................ 63

7.3

Copying An Export Map ......................................................................................................... 64

8.0 8.1

The MS Project Export Utility Shortcut Key ......................................................................... 66 Changing the Default Shortcut Key ........................................................................................ 66

9.0

List Of Figures ........................................................................................................................ 69

Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 2 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 1.0 Introduction Welcome to the MS Project Export Utility User Manual, 2nd Edition. This document describes how to use the MS Project Export Utility v2.0.0.0 with MS Project 2007. The MS Project Export Utility is contained in an MS Project file: MS_Project_Export_Utility.mpp This file is available for download at the Midori Media website: www.midorimedia.com The MS Project Export Utility automates the process of exporting Task Baseline Data and/or Task Data from MS Project to an MS Excel Workbook file (the Data Source File) for use with myPM SCG Classic and myPM SCG Pro to generate Project Statistics, Task Statistics, S Curves, and Histograms. The MS Project Export Utility Main Form is shown below.

Figure 1: MS Project Export Utility

Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 3 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 1.1 Background Reading For background information on S Curves, please refer to the following document:  The Mysterious S Curve White Paper The White Paper explains in detail what an S Curve is, how Baseline, Actual, and Target S Curves and Histograms are generated, and how S Curves may be used to determine a Project's Growth, Slippage, and Progress. Note: The White Paper is available for download as a PDF file from the Midori Media website. For detailed information on myPM SCG Classic, please refer to the following document:  myPM SCG Classic User Manual The User Manual explains in detail how to install and use myPM SCG Classic to generate Project Statistics, S Curves, and Histograms. Note: The myPM SCG Classic User Manual is included in the myPM SCG Classic Setup File. The myPM SCG Classic Setup File is available for download from the Midori Media website. For detailed information on myPM SCG Pro, please refer to the following document:  myPM SCG Pro User Manual The User Manual explains in detail how to install and use myPM SCG Pro to generate Project Statistics, Task Statistics, S Curves, and Histograms. Note: The myPM SCG Pro User Manual is included in the myPM SCG Pro Setup File. The myPM SCG Pro Setup File is available for download from the Midori Media website. 1.2 Software Requirements The MS Project Export Utility requires the following software:  A supported version of MS Windows: XP, Vista, 7, 8, 10  A supported version of MS Project: 2000, 2002, 2003, 2007, 2010, 2013, 2016 IMPORTANT NOTES  Macros must be enabled in MS Project to allow the MS Project Export Utility to run.  Users of MS Project 2000, 2002, 2003, 2010, 2013, 2016 should download the MS Project Export Utility User Manual for their version of MS Project from the Midori Media website.

Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 4 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 1.3 Definition of Terms Please find following a definition of some of the terms used in this document. MS Project 2007 Global.MPT File An MS Project file containing Modules, Export Maps, Tables, etc. Modules, Export Maps, Tables, etc. stored in the Global.MPT file are available for use with any open MS Project file. MS Project 2007 Organizer The MS Project 2007 Organizer may be used to copy Modules, Export Maps, Tables, etc. between the Global.MPT file and open MS Project files. MS Project 2007 Task Field A Task Field contains specific information relating to a Task. Examples of MS Project 2007 Task Fields include:  ID, Name  Baseline Start, Baseline Finish, Baseline Work, Baseline Cost  Start, Finish, Man Hours (Work), Cost, % Complete  Summary, Milestone Task Baseline Data Refers to the data stored in the Task Baseline Fields. Task Baseline Data is required to generate Baseline, Baseline Early, Baseline Late Project Statistics, Task Statistics, S Curves, and Histograms. The Task Baseline Fields typically include:     

Baseline Start, Baseline Finish Baseline Early Start (Baseline1 Start), Baseline Early Finish (Baseline1 Finish) Baseline Late Start (Baseline2 Start), Baseline Late Finish (Baseline2 Finish) Baseline Man Hours (Baseline Work) Baseline Cost

The Task Baseline Data is contained in the Baseline Schedule. If the Production Schedule was created by copying the Baseline Schedule, or has been base lined, it also contains Task Baseline Data. IMPORTANT NOTE (myPM SCG PRO) As MS Project 2007 does not support Task Baseline Early/Late Start/Finish fields, Task Data should be manually copied when base lining the Schedule, as shown below.  Baseline Early Start: Copy Task Data from Early Start to Baseline1 Start  Baseline Early Finish: Copy Task Data from Early Finish to Baseline1 Finish  Baseline Late Start: Copy Task Data from Late Start to Baseline2 Start  Baseline Late Finish: Copy Task Data from Late Finish to Baseline2 Finish Task Data Refers to the data stored in the MS Project 2007 Task Fields. Task Data is required to generate Actual, Target, Target Early, Target Late Project Statistics, Task Statistics, S Curves, and Histograms. The Task Fields typically include:      

Start, Finish Early Start, Early Finish Late Start, Late Finish Man Hours (Work) Cost Percentage Complete (required for Actual Project Statistics, Task Statistics, S Curves, and Histograms)

The Task Data is contained in the Production Schedule. Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 5 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 1.3 Definition of Terms (Continued) Baseline Schedule The schedule prepared prior to Project commencement, outlining the proposed allocation of resources and the timing of tasks necessary to complete the Project within a set time frame and budget. The Baseline Schedule contains Task Baseline Data. myPM SCG Classic and myPM SCG Pro may be used to process Task Baseline Data to generate Baseline Project Statistics, Task Statistics, S Curves, and Histograms. myPM SCG Pro may be used to process Task Baseline Data to generate Baseline, Baseline Early, and Baseline Late Project Statistics, Task Statistics, S Curves, and Histograms. Production Schedule The schedule used to track the actual progress of the Project to date, starting at Project commencement, and finishing at Project completion. The Production Schedule contains Task Data. myPM SCG Classic and myPM SCG Pro may be used to process the Task Data to generate Actual and Target Project Statistics, Task Statistics, S Curves, and Histograms. myPM SCG Pro may be used to process the Task Data to generate Target, Target Early, and Target Late Project Statistics, Task Statistics, S Curves, and Histograms. If the Production Schedule was created by copying the Baseline Schedule, or has been base lined, it also contains Task Baseline Data, which may be processed by myPM SCG Classic and myPM SCG Pro to generate Baseline Project Statistics, Task Statistics, S Curves, and Histograms. Data Source File: MS Excel Workbook File (*.xls, *.xlsx) Contains the Baseline Schedule and/or Production Schedule Task Baseline Data and/or Task Data. The Task Baseline Data and/or Task Data in the Data Source File is processed by myPM SCG Classic and myPM SCG Pro to generate Project Statistics, Task Statistics, S Curves, and Histograms. If the Project's Baseline and/or Production Schedules are maintained in MS Project, the Data Source File may be created by using MS Project to export the Baseline and/or Production Schedule Task Baseline Data and/or Task Data to an MS Excel Workbook file. The MS Excel Workbook file created via the MS Project export process is referred to as the Data Source File. The export process may be automated by using the MS Project Export Utility. If the Project's Baseline and/or Production Schedules are maintained in Primavera or other Project Scheduling software, the Data Source File will need to be created by exporting (if supported by the Project Scheduling software) or manually copy-pasting the required Task Baseline Data and/or Task Data from Primavera / other Project Scheduling software to an MS Excel Workbook file (the Data Source File) for processing by myPM SCG Classic and myPM SCG Pro. If no Project Scheduling Software (MS Project, Primavera, etc.) is available, the Data Source File may be manually created and updated using MS Excel.

Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 6 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 1.3 Definition of Terms (Continued) Baseline Schedule Entry Table When applied in the MS Project 2007 Gantt Chart View, the Baseline Schedule Entry Table displays the following Task Fields:  Task ID  Task Name  Start  Finish  Man Hours (Work)  Cost  % Complete  Baseline Start  Baseline Finish  Baseline Man Hours (Baseline Work)  Baseline Cost  Summary  Milestone The Baseline Schedule Entry Table is used to enter and revise Task Data in the Baseline Schedule. Changes are made to the Task Data Fields (shown in blue), and the Baseline Schedule is then baselined to copy the Task Data Fields to the Task Baseline Data Fields. IMPORTANT NOTE: The % Complete Task Field should be set to 0% for all Tasks. Baseline Schedule Export Table When applied in the MS Project 2007 Gantt Chart View, the Baseline Schedule Export Table displays the following Task Fields:  Task ID  Task Name  Baseline Start  Baseline Finish  Baseline Man Hours (Baseline Work)  Baseline Cost  Summary  Milestone Task Baseline Data contained in these Task Fields is exported via the Baseline Schedule Export Map. The Baseline Schedule Export Table is used to review the Task Baseline Data in the Baseline Schedule, prior to export. Baseline Schedule Export Map The Baseline Schedule Export Map defines the Task Fields to be exported to the MS Excel Workbook file (the Data Source File) for use with myPM SCG Classic and myPM SCG Pro. The Baseline Schedule Export Map includes the Task Fields displayed by the Baseline Schedule Export Table.

Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 7 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 1.3 Definition of Terms (Continued) Production Schedule Entry Table When applied in the MS Project 2007 Gantt Chart View, the Production Schedule Entry Table displays the following Task Fields:  Task ID  Task Name  Start  Finish  Man Hours (Work)  Cost  % Complete  Summary  Milestone The Production Schedule Entry Table is used to enter and revise Task Data in the Production Schedule. Production Schedule Export Table When applied in the MS Project 2007 Gantt Chart View, the Production Schedule Export Table displays the following Task Fields:  Task ID  Task Name  Baseline Start  Baseline Finish  Baseline Man Hours (Baseline Work)  Baseline Cost  Start  Finish  Man Hours (Work)  Cost  % Complete  Summary  Milestone Task Baseline Data and Task Data contained in these Task Fields is exported via the Production Schedule Export Map. The Production Schedule Export Table is used to review the Task Baseline Data and Task Data in the Production Schedule, prior to export. Production Schedule Export Map The Production Schedule Export Map defines the Task Fields to be exported to the MS Excel Workbook file (the Data Source File) for use with myPM SCG Classic and myPM SCG Pro. The Production Schedule Export Map includes the Task Fields displayed by the Production Schedule Export Table.

Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 8 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 1.3 Definition of Terms (Continued) Baseline Schedule Entry Table (Early, Late) When applied in the MS Project 2007 Gantt Chart View, the Baseline Schedule Entry Table (Early, Late) displays the following Task Fields:  Task ID  Task Name  Start  Finish  Early Start  Early Finish  Late Start  Late Finish  Man Hours (Work)  Cost  % Complete  Baseline Start  Baseline Finish  Baseline Early Start (Baseline1 Start)  Baseline Early Finish (Baseline1 Finish)  Baseline Late Start (Baseline2 Start)  Baseline Late Finish (Baseline2 Finish)  Baseline Man Hours (Baseline Work)  Baseline Cost  Summary  Milestone The Baseline Schedule Entry Table (Early, Late) is used to enter and revise Task Data in the Baseline Schedule. Changes are made to the Task Data Fields (shown in blue), and the Baseline Schedule is then baselined to copy the Task Data Fields to the Task Baseline Data Fields. IMPORTANT NOTES  The % Complete Task Field should be set to 0% for all Tasks.  myPM SCG Pro is required to generate Baseline Early, Baseline Late Project Statistics, Task Statistics, S Curves, and Histograms.  By default, MS Project 2007 schedules all Tasks to begin as early as possible. If Tasks have not been linked and/or constrained, the Baseline Start and Baseline Early Start dates will be identical, as will the Baseline and Baseline Early Statistics, S Curves, and Histograms generated by myPM SCG Pro.  As MS Project 2007 does not support Task Baseline Early/Late Start/Finish fields, Task Data should be manually copied when base lining the Baseline Schedule, as shown below.  Baseline Early Start: Copy Task Data from Early Start to Baseline1 Start  Baseline Early Finish: Copy Task Data from Early Finish to Baseline1 Finish  Baseline Late Start: Copy Task Data from Late Start to Baseline2 Start  Baseline Late Finish: Copy Task Data from Late Finish to Baseline2 Finish

Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 9 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 1.3 Definition of Terms (Continued) Baseline Schedule Export Table (Early, Late) When applied in the MS Project 2007 Gantt Chart View, the Baseline Schedule Export Table (Early, Late) displays the following Task Fields:  Task ID  Task Name  Baseline Start  Baseline Finish  Baseline Early Start (Baseline1 Start)  Baseline Early Finish (Baseline1 Finish)  Baseline Late Start (Baseline2 Start)  Baseline Late Finish (Baseline2 Finish)  Baseline Man Hours (Baseline Work)  Baseline Cost  Summary  Milestone Task Baseline Data contained in these Task Fields is exported via the Baseline Schedule Export Map (Early, Late). The Baseline Schedule Export Table (Early, Late) is used to review the Task Baseline Data in the Baseline Schedule, prior to export. Baseline Schedule Export Map (Early, Late) The Baseline Schedule Export Map (Early, Late) defines the Task Fields to be exported to the MS Excel Workbook file (the Data Source File) for use with myPM SCG Classic and myPM SCG Pro. The Baseline Schedule Export Map (Early, Late) includes the Task Fields displayed by the Baseline Schedule Export Table (Early, Late). IMPORTANT NOTES  myPM SCG Pro is required to generate Baseline Early, Baseline Late Project Statistics, Task Statistics, S Curves, and Histograms.  By default, MS Project 2007 schedules all Tasks to begin as early as possible. If Tasks have not been linked and/or constrained, the Baseline Start and Baseline Early Start dates will be identical, as will the Baseline and Baseline Early Statistics, S Curves, and Histograms generated by myPM SCG Pro. Production Schedule Entry Table (Early, Late) When applied in the MS Project 2007 Gantt Chart View, the Production Schedule Entry Table (Early, Late) displays the following Task Fields:  Task ID  Task Name  Start  Finish  Early Start  Early Finish  Late Start  Late Finish  Man Hours (Work)  Cost  % Complete  Summary  Milestone The Production Schedule Entry Table (Early, Late) is used to enter and revise Task Data in the Production Schedule. Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 10 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 1.3 Definition of Terms (Continued) Production Schedule Export Table (Early, Late) When applied in the MS Project 2007 Gantt Chart View, the Production Schedule Export Table (Early, Late) displays the following Task Fields:  Task ID  Task Name  Baseline Start  Baseline Finish  Baseline Early Start (Baseline1 Start)  Baseline Early Finish (Baseline1 Finish)  Baseline Late Start (Baseline2 Start)  Baseline Late Finish (Baseline2 Finish)  Baseline Man Hours (Baseline Work)  Baseline Cost  Start  Finish  Early Start  Early Finish  Late Start  Late Finish  Man Hours (Work)  Cost  % Complete  Summary  Milestone Task Baseline Data and Task Data contained in these Task Fields is exported via the Production Schedule Export Map (Early, Late). The Production Schedule Export Table (Early, Late) is used to review the Task Baseline Data and Task Data in the Baseline Schedule, prior to export. IMPORTANT NOTE  As MS Project 2007 does not support Task Baseline Early/Late Start/Finish fields, Task Data should be manually copied when base lining the Production Schedule, as shown below.  Baseline Early Start: Copy Task Data from Early Start to Baseline1 Start  Baseline Early Finish: Copy Task Data from Early Finish to Baseline1 Finish  Baseline Late Start: Copy Task Data from Late Start to Baseline2 Start  Baseline Late Finish: Copy Task Data from Late Finish to Baseline2 Finish Production Schedule Export Map (Early, Late) The Production Schedule Export Map (Early, Late) defines the Task Fields to be exported to the MS Excel Workbook file (the Data Source File) for use with myPM SCG Classic and myPM SCG Pro. The Production Schedule Export Map (Early, Late) includes the Task Fields displayed by the Production Schedule Export Table (Early, Late). IMPORTANT NOTES  myPM SCG Pro is required to generate Target Early, Target Late Project Statistics, Task Statistics, S Curves, and Histograms.  By default, MS Project 2007 schedules all Tasks to begin as early as possible. If Tasks have not been linked and/or constrained, the Start and Early Start dates will be identical, as will the Target and Target Early Statistics, S Curves, and Histograms generated by myPM SCG Pro.

Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 11 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 1.4 Project Life Cycle Flow Chart The following Flow Chart illustrates the Project's life cycle.

Figure 2: Project Life Cycle Flow Chart The MS Project Export Utility automates the Export Process used to create the Data Source File for the Baseline Schedule and/or Production Schedule for use with myPM SCG Classic and myPM SCG Pro.

Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 12 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 2.0 Preparing MS Project 2007 The default MS Project 2007 Macro Security Level and Legacy Formats need to be changed before the MS Project Export Utility may be used. 2.1 MS Project 2007 Macro Security Levels The MS Project Export Utility is written in Visual Basic for Applications (VBA) and is considered to be a Macro by MS Project 2007. The default MS Project 2007 Macro Security Level (High) does not allow the MS Project Export Utility to run. The following MS Project 2007 Warning Dialogue is displayed when attempting to run the MS Project Export Utility when the MS Project 2007 Macro Security Level is set to High or Very High.

Figure 3: Warning Dialogue: Macros Disabled  Click OK to close the Warning Dialogue. To enable the MS Project Export Utility to run, the Macro Security Level should be changed to Medium.

Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 13 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 2.1.1 Changing the MS Project 2007 Macro Security Level To change the default MS Project 2007 Macro Security Level, complete the following steps.  Step 1: Open MS Project 2007.

Figure 4: Changing the MS Project 2007 Macro Security Level, Steps 2 to 4  Step 2: Click the Tools Menu.  Step 3: Select the Macro... Menu Item.  Step 4: Select the Security... Menu Item. Keyboard Shortcut: Steps 2 to 4

Alt

T

M

Copyright © 2014-2016 Midori Media. All Rights Reserved.

U

Page 14 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 2.1.1 Changing the MS Project 2007 Macro Security Level (Continued) The MS Project 2007 Security Dialogue is displayed.

Figure 5: Security Dialogue: High Security Level MS Project 2007 provides four Security Levels.  Very High: Selecting this setting prevents the MS Project Export Utility from running.  High:

Selecting this setting prevents the MS Project Export Utility from running.

 Medium:

Selecting this setting allows the MS Project Export Utility to run.

 Low:

This setting is not recommended, as it allows any macro to run.

Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 15 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 2.1.1 Changing the MS Project 2007 Macro Security Level (Continued) To change the Security Level to Medium, complete the following steps:

Figure 6: Security Dialogue: Medium Security Level, Steps 1 to 3  Step 1: Ensure the Security Level Tab is selected.  Step 2: Select Medium. Alt

Keyboard Shortcut: Steps 1 to 2

S

M

 Step 3: Click OK to close the MS Project 2007 Security Dialogue. Enter

Keyboard Shortcut: Step 3

When opening the MS Project Export Utility file (or any other Project file containing macros), the following MS Project 2007 Security Warning Dialogue is displayed.

Figure 7: Security Warning Dialogue  Click Enable Macros to allow the MS Project Export Utility to run. Keyboard Shortcut

Alt

E

Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 16 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 2.2 MS Project 2007 Legacy Formats The MS Project Export Utility exports Task Data contained in an MS Project file to an MS Excel Workbook file (*.xls). The default MS Project 2007 Legacy Format Options do not allow MS Project 2007 to create an MS Excel Workbook file (*.xls). The following MS Project 2007 Warning Dialogue is displayed when attempting to create an MS Excel Workbook file (*.xls) with the default MS Project 2007 Legacy Format Options.

Figure 8: Warning Dialogue: Unable To Save File  Click OK to close the Warning Dialogue. To prevent the above Warning Dialogue from being displayed when creating an MS Excel Workbook file (*.xls), and to ensure the MS Excel Workbook file is created, the default MS Project 2007 Legacy Format Options should be changed.

Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 17 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 2.2.1 Changing the MS Project 2007 Legacy Format Options To change the default MS Project 2007 Legacy Format Options, complete the following steps.  Step 1: Open MS Project 2007.

Figure 9: Changing the MS Project 2007 Legacy Format Options, Steps 2 to 3  Step 2: Click the Tools Menu.  Step 3: Select the Options Menu Item. Keyboard Shortcut: Steps 2 to 3

Alt

T

O

Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 18 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 2.2.1 Changing the MS Project 2007 Legacy Format Options (Continued) The MS Project 2007 Options Form is shown. Select the Security Tab.

Figure 10: Options Form: Security Tab: Prompt... The default MS Project Legacy Format Option is: Do not load file with legacy or non default file formats in Project This option prevents MS Project 2007 from creating an MS Excel Workbook file (*.xls). To allow MS Project 2007 to create an MS Excel Workbook file (*.xls), complete the following steps.  Step 1: Ensure the Security Tab is selected.  Step 2: Select Prompt when loading files with legacy or non default file format or Select Allow loading files with legacy or non default file formats  Step 3: Click OK to close the MS Project 2007 Options Form.

Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 19 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 2.2.1 Changing the MS Project 2007 Legacy Format Options (Continued) If the Prompt when loading files with legacy or non default file format option is selected, the following MS Project 2007 Question Dialogue is displayed when attempting to create an MS Excel Workbook file (*.xls).

Figure 11: Question Dialogue: Save File?  To ensure the MS Excel Workbook file is created, click Yes. To prevent the above Question Dialogue being displayed each time an MS Excel Workbook file (*.xls) is created, select the Allow loading files with legacy or non default file formats option on the Security Tab of the of the MS Project 2007 Options Form. Please refer to the following screenshot.

Figure 12: Options Form: Security Tab: Allow... Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 20 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 3.0 Installing the MS Project Export Utility The MS Project Export Utility is contained in an MS Project file: MS_Project_Export_Utility.mpp This file should be downloaded from the Midori Media website: www.midorimedia.com The MS Project Export Utility VBA code is contained in the following Form and Module.  Form: MSProjectExportUtility_Form  Module: MSProjectExportUtility_Module The MS Project 2007 Organizer may be used to copy the Form and Module contained in the downloaded MS Project Export Utility Project file to the Global.MPT file, or to another open MS Project file. To use the MS Project Export Utility with any open MS Project file, the Form and Module should be copied to the Global.MPT file. 3.1 Copying the MS Project Export Utility Form and Module To copy the MS Project Export Utility Form and Module to the Global.MPT file using the MS Project 2007 Organizer, complete the following steps.  Step 1: Open MS Project 2007.  Step 2: Open the MS Project Export Utility Project file: MS_Project_Export_Utility.mpp If the MS Project 2007 Macro Security Level has been set to Medium, the following MS Project 2007 Security Warning Dialogue is displayed.

Figure 13: Security Warning Dialogue  Click Enable Macros to allow the MS Project Export Utility to run. Keyboard Shortcut

Alt

E

Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 21 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 3.1 Copying the MS Project Export Utility Form and Module (Continued) To open the MS Project 2007 Organizer, complete the following steps.

Figure 14: Copying the MS Project Export Utility Form and Module, Steps 3 to 4  Step 3: Select the Tools Menu.  Step 4: Select the Organizer... Menu Item. Keyboard Shortcut: Steps 3 to 4

Alt

T

G

Copyright © 2014-2016 Midori Media. All Rights Reserved.

Page 22 of 71

MS Project Export Utility: User Manual (For Use With MS Project 2007) 3.1 Copying the MS Project Export Utility Form and Module (Continued) The MS Project 2007 Organizer is shown. Select the Modules Tab.

Figure 15: Copying the MS Project Export Utility Form and Module, Steps 5 to 10  Step 5:

Ensure the Modules Tab is selected.

 Step 6:

 Step 8:

Ensure Global.MPT is selected in the Modules available in: drop down list on the left hand side. Ensure MS_Project_Export_Utility.mpp is selected in the Modules available in: drop down list on the right hand side. Select MSProjectExportUtility_Form in the listbox on the right hand side.

 Step 9:

Select MSProjectExportUtility_Module in the listbox on the right hand side.

 Step 7:

 Step 10: Click Copy