2nd edition for use with ms project 2016 - midori media · 2nd edition for use with ms project 2016...

MS Project Export Utility User Manual 2nd Edition

For Use With MS Project 2016

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 2016)

Copyright © 2014-2016 Midori Media. All Rights Reserved. of 68

Table of Contents

1.0 Introduction .............................................................................................................................. 3 1.1 Background Reading................................................................................................................ 4

1.2 Software Requirements ............................................................................................................ 4

1.3 Definition of Terms ................................................................................................................... 5

1.4 Project Life Cycle Flow Chart ................................................................................................. 12

2.0 Preparing MS Project 2016 .................................................................................................... 13 2.1 MS Project 2016 Legacy Formats .......................................................................................... 13 2.1.1 Changing the MS Project 2016 Legacy Format Options ....................................................................... 13 2.2 MS Project 2016 Macro Security Settings .............................................................................. 16 2.2.1 Changing the MS Project 2016 Macro Security Settings ....................................................................... 16

3.0 Installing the MS Project Export Utility ................................................................................. 19 3.1 Copying the MS Project Export Utility Form and Module ........................................................ 19

4.0 Starting The MS Project Export Utility .................................................................................. 23 4.1 How to Start the MS Project Export Utility .............................................................................. 24 4.1.1 Default Shortcut Key .............................................................................................................................. 25 4.1.2 MS Project Export Utility: No Project Files Open ................................................................................... 26 4.1.3 MS Project Export Utility: Project File Not Saved, Continue? ................................................................ 26

5.0 The Baseline Schedule .......................................................................................................... 27 5.1 The Baseline Schedule Export Table ..................................................................................... 27 5.1.1 Creating the Baseline Schedule Export Table ....................................................................................... 28 5.2 Export Baseline Schedule Process ........................................................................................ 31

5.3 Selecting the Save Folder ...................................................................................................... 32

5.4 Selecting the MS Excel Workbook Filename Options ............................................................. 35 5.5 Selecting the Export Map ....................................................................................................... 36 5.5.1 Creating the Baseline Schedule Export Map ......................................................................................... 37 5.6 Exporting The Baseline Schedule .......................................................................................... 40

6.0 The Production Schedule ...................................................................................................... 43 6.1 The Production Schedule Export Table .................................................................................. 43 6.1.1 Creating the Production Schedule Export Table .................................................................................... 44 6.2 Export Production Schedule Process ..................................................................................... 47 6.3 Selecting the Save Folder ...................................................................................................... 48

6.4 Selecting the MS Excel Workbook Filename Options ............................................................. 51

6.5 Selecting the Export Map ....................................................................................................... 52 6.5.1 Creating the Production Schedule Export Map ...................................................................................... 53 6.6 Exporting The Production Schedule ....................................................................................... 56

7.0 Using the MS Project 2016 Organizer To Copy Export Maps .............................................. 59 7.1 Before Opening the MS Project 2016 Organizer .................................................................... 59

7.2 Opening the MS Project 2016 Organizer ................................................................................ 59 7.2.1 Method 1 ................................................................................................................................................ 59 7.2.2 Method 2 ................................................................................................................................................ 60 7.3 Copying An Export Map ......................................................................................................... 61

8.0 The MS Project Export Utility Shortcut Key ......................................................................... 63 8.1 Changing the Default Shortcut Key ........................................................................................ 63

9.0 List Of Figures ........................................................................................................................ 66



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 2016. 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

http://www.midorimedia.com/



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, 2007, 2010, 2013 should download the MS Project Export Utility User Manual for their version of MS Project from the Midori Media website.



1.3 Definition of Terms

Please find following a definition of some of the terms used in this document. MS Project 2016 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 2016 Organizer The MS Project 2016 Organizer may be used to copy Modules, Export Maps, Tables, etc. between the Global.MPT file and open MS Project files. MS Project 2016 Task Field A Task Field contains specific information relating to a Task. Examples of MS Project 2016 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 2016 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 2016 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.



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.




Baseline Schedule Entry Table When applied in the MS Project 2016 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 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 2016 Gantt Chart View, the Baseline Schedule Export Table displays the following Task Fields:

Task ID

Task Name

Baseline Start

Baseline Finish


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.




Production Schedule Entry Table When applied in the MS Project 2016 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 2016 Gantt Chart View, the Production Schedule Export Table displays the following Task Fields:

Task ID

Task Name

Baseline Start

Baseline Finish


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.




Baseline Schedule Entry Table (Early, Late) When applied in the MS Project 2016 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 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 2016 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 2016 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 Late Finish: Copy Task Data from Late Finish to Baseline2 Finish




Baseline Schedule Export Table (Early, Late) When applied in the MS Project 2016 Gantt Chart View, the Baseline Schedule Export Table (Early, Late) displays the following Task Fields:

Task ID

Task Name

Baseline Start

Baseline Finish






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 2016 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 2016 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.




Production Schedule Export Table (Early, Late) When applied in the MS Project 2016 Gantt Chart View, the Production Schedule Export Table (Early, Late) displays the following Task Fields:

Task ID

Task Name

Baseline Start

Baseline Finish






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 2016 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 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 2016 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.



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.



2.0 Preparing MS Project 2016

The default MS Project 2016 Legacy Format Options need to be changed before the MS Project Export Utility may be used. 2.1 MS Project 2016 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 2016 Legacy Format Options do not allow MS Project 2016 to create an MS Excel Workbook file (*.xls). The following MS Project 2016 Warning Dialogue is displayed when attempting to create an MS Excel Workbook file (*.xls) with the default MS Project 2016 Legacy Format Options.

Figure 3: 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 2016 Legacy Format Options should be changed. 2.1.1 Changing the MS Project 2016 Legacy Format Options

To change the default MS Project 2016 Legacy Format Options, complete the following steps.

Step 1: Open MS Project 2016.

Figure 4: Changing the MS Project 2016 Legacy Format Options, Steps 2 to 4

Step 2: Click the View Tab.

Step 3: Open the Macros Drop Down Menu

Step 4: Select the Macro Security Menu Item.



2.1.1 Changing the MS Project 2016 Legacy Format Options (Continued)

The MS Project 2016 Trust Center Form is shown. Select the Legacy Formats Tab.

Figure 5: Trust Center Form: Legacy Formats Item: Prompt... The default MS Project 2016 Legacy Format Option is: Do not open/save file with legacy or non-default file formats in Project This option prevents MS Project 2016 from creating an MS Excel Workbook file (*.xls). To allow MS Project 2016 to create an MS Excel Workbook file (*.xls), complete the following steps.

Step 1: Ensure the Legacy Formats 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 2016 Trust Center Form.



2.1.1 Changing the MS Project 2016 Legacy Format Options (Continued)

If the Prompt when loading files with legacy or non-default file format option is selected, the following MS Project 2016 Question Dialogue is displayed when attempting to create an MS Excel Workbook file (*.xls).

Figure 6: 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 Legacy Formats Tab of the of the MS Project 2016 Trust Center Form. Please refer to the following screenshot.

Figure 7: Options Form: Security Tab: Allow...



2.2 MS Project 2016 Macro Security Settings

The MS Project Export Utility is written in Visual Basic for Applications (VBA) and is considered to be a Macro by MS Project 2016. The default MS Project 2016 Macro Security Settings (Disable all macros with notification) will allow the MS Project Export Utility to run if the user clicks Enable Macros when the MS Project 2016 Security Notice Dialogue is displayed. The following MS Project 2016 Warning Dialogue is displayed when attempting to run the MS Project Export Utility when the MS Project 2016 Macro Security Settings prevent macros from being run.

Figure 8: Warning Dialogue: Macros Disabled

Click OK to close the Warning Dialogue. To enable the MS Project Export Utility to run, the Macro Security Settings should be changed to:

Disable all macros with notification

or

Disable all macros except digitally signed macros. 2.2.1 Changing the MS Project 2016 Macro Security Settings

To change the MS Project 2016 Macro Security Settings, complete the following steps.


Figure 9: Changing the MS Project 2016 Macro Security Level, Steps 2 to 4

Step 2: Click the View Tab.

Step 3: Open the Macros Drop Down Menu

Step 4: Select the Macro Security Menu Item.



2.2.1 Changing the MS Project 2016 Macro Security Settings (Continued)

The MS Project 2016 Security Dialogue is displayed. Select the Macro Settings Tab.

Figure 10: Security Dialogue: Disable all macros without notification MS Project 2016 provides four Macro Security Settings.

Disable all macros without notification

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

Disable all macros with notification

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

Disable all macros except digitally signed macros

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

Enable all macros (not recommended; potentially dangerous code can run)

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



2.2.1 Changing the MS Project 2016 Macro Security Settings (Continued)

To change the Macro Security Settings, complete the following steps:

Figure 11: Security Dialogue: Medium Security Level, Steps 5 to 7

Step 5: Ensure the Macro Settings Tab is selected.

Step 6: Select Disable all macros with notification

or

Select Disable all macros except digitally signed macros

Step 7: Click OK to close the MS Project 2016 Trust Center Form.

When opening the MS Project Export Utility file (or any other Project file containing macros), the following MS Project 2016 Security Notice Dialogue is displayed if the MS Project 2016 Macro Security Settings allow macros to run.

Figure 12: Security Warning Dialogue

Click Enable Macros to allow the MS Project Export Utility to run.

Keyboard Shortcut Alt E



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 2016 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 2016 Organizer, complete the following steps.


Step 2: Open the MS Project Export Utility Project file: MS_Project_Export_Utility.mpp

If the MS Project 2016 Macro Security Settings allow macros to run, the following MS Project 2016 Security Notice Dialogue is displayed.

Figure 13: Security Warning Dialogue

Click Enable Macros to allow the MS Project Export Utility to run.

Keyboard Shortcut Alt E



3.1 Copying the MS Project Export Utility Form and Module (Continued)

To open the MS Project 2016 Organizer, complete the following steps.

Figure 14: Copying the MS Project Export Utility Form and Module, Steps 3 to 5

Step 3: Select the File Tab.

Step 4: Select the Info Tab.

Step 5: Click Organizer




The MS Project 2016 Organizer is shown. Select the Modules Tab.

Figure 15: Copying the MS Project Export Utility Form and Module, Steps 6 to 11

Step 6: Ensure the Modules Tab is selected.

Step 7: Ensure Global.MPT is selected in the Modules available in: drop down list on the left hand side.

Step 8: Ensure MS_Project_Export_Utility.mpp is selected in the Modules available in: drop down list on the right hand side.

Step 9: Select MSProjectExportUtility_Form in the listbox on the right hand side.

Step 10: Select MSProjectExportUtility_Module in the listbox on the right hand side.

Step 11: Click Copy << to copy the selected Form and Module to the Global.MPT file.




After clicking << Copy, the MS Project Export Utility Form and Module are copied to the Global.MPT file.

Figure 16: Copying the MS Project Export Utility Form and Module, Step 12

Step 12: Click Close to close the MS Project 2016 Organizer.

The MS Project Export Utility is now available for use with any open MS Project file.



4.0 Starting The MS Project Export Utility

Before using the MS Project Export Utility, the following requirements should be met:

Project File: Open, Active The Project file containing the Task Baseline Data and/or Task Data to be exported should be open and active in MS Project 2016.

Note: If no Project files are open when starting the MS Project Export Utility, a Warning Dialogue

will be displayed, and the MS Project Export Utility will close.

Project File: Changes Saved The Project file should be saved if any changes have been made since it was opened.

Note: If the active Project file has been changed but not saved when starting the MS Project Export

Utility, a Question Dialogue will be displayed asking the User if they wish to continue without saving the active Project file.

Export Map: Available In The Global.MPT File The required Export Map should be available in the Global.MPT file.

Note: The MS Project 2016 Organizer may be used to copy Export Maps from open Project files to

the Global.MPT file.

Note: The MS Project Export Utility may be used to create the Baseline Schedule and/or Production Schedule Export Maps in the Global.MPT file.

MS Project Export Utility Form and Module: Available The MS Project Export Utility Form and Module should be available in one of the following locations:

The Global.MPT file.

An open MS Project file.

Note: If the MS Project Export Utility Form and Module are not available in either of the above locations, the MS_Project_Export_Utility.mpp file (which contains the MS Project Export Utility Form and Module) should be opened in MS Project 2016.



4.1 How to Start the MS Project Export Utility

To start the MS Project Export Utility, complete the following steps:


Figure 17: Starting the MS Project Export Utility, Steps 2 to 3

Step 2: Select the View Tab.

Step 3: Click the Macros Icon

Keyboard Shortcut: Steps 2 to 3 Alt F8

The MS Project 2016 Macros Dialogue is displayed.

Figure 18: Starting the MS Project Export Utility, Steps 4 to 5

Step 4: Select Execute_MSProjectExportUtility from the Macro Name: listbox.

Step 5: Click Run to start the MS Project Export Utility.



4.1 Starting the MS Project Export Utility (Continued)

The MS Project Export Utility Main Form is shown.

Figure 19: The MS Project Export Utility 4.1.1 Default Shortcut Key

The MS Project Export Utility may also be started by using the following default Shortcut Key:

Default Keyboard Shortcut: Ctrl E

Please refer to Section 8.0 for details on how to change the default Shortcut Key.



4.1.2 MS Project Export Utility: No Project Files Open

When the Task Data Export Utility starts, it checks to see if at least one Project file is open. If no Project files are open in MS Project 2016 when the MS Project Export Utility is started, the following Warning Dialogue is displayed.

Figure 20: Warning Dialogue: No Project Files Open

Click OK to close the Warning Dialogue. To prevent this Warning Dialogue from being displayed, open the required Project file containing the Task Data to be exported in MS Project 2016 before starting the MS Project Export Utility. 4.1.3 MS Project Export Utility: Project File Not Saved, Continue?

When the Task Data Export Utility starts, it checks to see if the active Project file has been changed, but not saved. In the unlikely event MS Project 2016 stops responding while using the MS Project Export Utility, unsaved changes may be lost. If the active Project file has been changed but not saved when the MS Project Export Utility is started, the following Question Dialogue is displayed.

Figure 21: Question Dialogue: Project File Not Saved, Continue?

Click Yes to continue without saving changes to the Project file.

Click No to quit the MS Project Export Utility.



5.0 The Baseline Schedule

The Baseline Schedule Flow Chart shown below covers the creation and revision of the Baseline Schedule. The steps in this Flow Chart are completed during the Project planning phase, prior to Project commencement.

Figure 22: Baseline Schedule Flow Chart 5.1 The Baseline Schedule Export Table

Before the Baseline Schedule is exported, it should be reviewed, revised as required, and baselined. The Baseline Schedule Export Table contains the following Task Fields:

Task ID

Task Name

Baseline Start

Baseline Finish


Baseline Cost

Summary

Milestone The Baseline Schedule Export Map includes the same Task Fields. The Baseline Schedule Export Table may be used in the MS Project 2016 Gantt Chart View to review and/or revise the Task Baseline Data that will be exported via the Baseline Schedule Export Map.



5.1.1 Creating the Baseline Schedule Export Table

The MS Project Export Utility may be used to create the Baseline Schedule Export Table. The Baseline Schedule Export Table is created in the active MS Project file. The MS Project 2016 Organizer may be used to copy the Baseline Schedule Export Table from the active Project file to the Global.MPT file if required. To create the Baseline Schedule Export Table in the Global.MPT file, complete the following steps.

Figure 23: Create Baseline Schedule Export Table

Step 1: Select ! Baseline Schedule Export Table from the first Drop Down List.

Step 2: Click Create Table... to create the Baseline Schedule Export Table.



5.1.1 Creating the Baseline Schedule Export Table (Continued)

The following MS Project Export Utility Question Dialogue is shown.

Figure 24: Question Dialogue: Create Baseline Schedule Export Table?

Click Yes to create the Baseline Schedule Export Table in the active Project file.

Click No to cancel. If the Baseline Schedule Export Table already exists in the active Project file, the following MS Project Export Utility Question Dialogue is displayed.

Figure 25: Question Dialogue: Overwrite Existing Export Table?

Click Yes to overwrite the existing Baseline Schedule Export Table in the active Project file.

Click No to cancel.



5.1.1 Creating the Baseline Schedule Export Table (Continued)

After the Baseline Schedule Export Table is created in the active Project file, the following MS Project Export Utility Information Dialogue is displayed.

Figure 26: Information Dialogue: Baseline Schedule Export Table Created

Click OK to close the MS Project Export Utility Information Dialogue. Note: The following Baseline Schedule Tables may be created by selecting the required Baseline

Schedule Table from the first Drop Down List and clicking Create Table...

Baseline Schedule Entry Table

Baseline Schedule Entry Table (Early, Late)

Baseline Schedule Export Table (Early, Late) The following screenshot shows the MS Project 2016 Gantt Chart View with the Baseline Schedule Export Table applied.

Figure 27: Baseline Schedule Export Table



5.2 Export Baseline Schedule Process

Once the Baseline Schedule has been reviewed, revised as required, and baselined, the MS Project Export Utility may be used to create the Baseline Schedule MS Excel Workbook file (Data Source File) for use with myPM SCG Classic and myPM SCG Pro. Using the MS Project Export Utility to create the MS Excel Workbook file involves completing the following four steps.

Step 1: Select the Save Folder where the MS Excel Workbook file will be saved.

Step 2: Select the MS Excel Workbook filename options as required.

Step 3: Select the Export Map to be used.

Note: The MS Project Export Utility may be used to create the Baseline Schedule Export Map in the Global.MPT file.

Note: The MS Project 2016 Organizer may be used to copy the Baseline Schedule Export Map from an open Project file to the Global.MPT file.

Step 4: Click Export to create the MS Excel Workbook file.



5.3 Selecting the Save Folder

By default, the MS Excel Workbook is saved to the same folder as the active Project file. If the active Project file has never been saved (that is, it is a new Project), the Save Folder defaults to the current folder. To select another folder where the MS Excel Workbook file will be saved, complete the following steps:


Step 1: Click Browse...



5.3 Selecting the Save Folder (Continued)

The MS Project Export Utility Browse For Folder Dialogue is shown.

Figure 29: Browse For Folder Dialogue

Step 2: Select the folder where the MS Excel Workbook file is to be saved.

Step 3: Click OK to close the MS Project Export Utility Browse For Folder Dialogue.




The MS Project Export Utility Main Form is shown, with the Save Folder updated.

Figure 30: Save Folder Updated



5.4 Selecting the MS Excel Workbook Filename Options

By default, the MS Excel Workbook filename is the same as the active Project filename. The MS Excel Workbook filename may be modified by checking one or both of the following checkboxes:

Prepend "Export_" to the MS Excel Workbook filename

Inserts "Export_" at the beginning of the MS Excel Workbook filename. Checking this option allows files created by the MS Project Export Utility to be easily identified.

Append Date "_YYYY-MM-DD" to the MS Excel Workbook filename

Inserts the current system date at the end of the MS Excel Workbook filename. Checking this option is recommended, as each time the Baseline Schedule is updated and exported, a unique dated export file is created. These dated export files provide snap shots of changes to the Baseline Schedule over time.

The following screenshot shows the MS Project Export Utility Main Form with both checkboxes checked, and the modified MS Excel Workbook filename.

Figure 31: MS Excel Workbook Filename Options



5.5 Selecting the Export Map

MS Project uses an Export Map stored in the Global.MPT file when exporting Task Baseline Data from the Baseline Schedule. A list of Export Maps stored in the Global.MPT file is displayed by the MS Project Export Utility. Select the required Export Map from the list.

Figure 32: Select Export Map Note: The MS Project 2016 Organizer may be used to copy the Baseline Schedule Export Map from an

open Project file to the Global.MPT file.

Click Organizer... to open the MS Project 2016 Organizer.

Please refer to Section 7.0 for further details.

Note: The MS Project Export Utility may be used to create the Baseline Schedule Export Map in the

Global.MPT file. Please refer to Section 5.5.1 Creating the Baseline Schedule Export Map.



5.5.1 Creating the Baseline Schedule Export Map

If the Baseline Schedule Export Map does not exist in the open Project files or the Global.MPT file, the MS Project Export Utility may be used to create the Baseline Schedule Export Map. To create the Baseline Schedule Export Map, complete the following steps.

Figure 33: Create Baseline Schedule Export Map

Step 1: Select ! Baseline Schedule Export Map from the second Drop Down List.

Step 2: Click Create Export Map... to create the Baseline Schedule Export Map.



5.5.1 Creating the Baseline Schedule Export Map (Continued)

The following MS Project Export Utility Question Dialogue is displayed.

Figure 34: Question Dialogue: Create Baseline Schedule Export Map?

Click Yes to create the Baseline Schedule Export Map in the Global.MPT file.

Click No to cancel. If the Baseline Schedule Export Map already exists in the Global.MPT file, the following MS Project Export Utility Question Dialogue will be displayed.

Figure 35: Question Dialogue: Overwrite Existing Export Map?

Click Yes to overwrite the existing Baseline Schedule Export Map in the Global.MPT file.

Click No to cancel.



5.5.1 Creating the Baseline Schedule Export Map (Continued)

After the Baseline Schedule Export Map is created in the Global.MPT file, the following MS Project Export Utility Information Dialogue is displayed.

Figure 36: Information Dialogue: Baseline Schedule Export Map Created

Click OK to close the MS Project Export Utility Information Dialogue. Note: The following Baseline Schedule Export Map may be created by selecting the required Export

Map from the second Drop Down List and clicking Create Export Map...

Baseline Schedule Export Map (Early, Late) The following screenshot shows the MS Project Export Utility Main Form, with the newly created Baseline Schedule Export Map.

Figure 37: Baseline Schedule Export Map Created



5.6 Exporting The Baseline Schedule

Once the Save Folder, MS Excel Workbook Filename Options, and Export Map have been selected, the Baseline Schedule Task Baseline Data may be exported to the MS Excel Workbook file. To export the Task Baseline Data to the MS Excel Workbook file, complete the following steps:

Figure 38: Exporting The Baseline Schedule, Step 1

Step 1: Click Export



5.6 Exporting The Baseline Schedule (Continued)

If the MS Project 2016 Legacy File Options are set to Prompt when loading files with legacy or non default file format, the following MS Project 2016 Information Dialogue is shown.

Figure 39: Question Dialogue: Save This File?

Click Yes to create the MS Excel Workbook file.

Click No to cancel. If the MS Excel Workbook file already exists, the following MS Project 2016 Question Dialogue is displayed.

Figure 40: Question Dialogue: Overwrite Existing File?

Click Yes to overwrite the existing MS Excel Workbook file.

Click No to cancel. After the MS Excel Workbook file has been created, the following MS Project Export Utility Information Dialogue is displayed.

Figure 41: Information Dialogue: Task Data Exported

Step 2: Click OK to close the Information Dialogue.

After clicking OK, the MS Project Export Utility will close.



5.6 Exporting The Baseline Schedule (Continued)

The following screenshot shows the MS Excel Workbook file created by the MS Project Export Utility.

Figure 42: Baseline Schedule MS Excel Workbook File The MS Excel Workbook file (the Data Source File) may be used with myPM SCG Classic and myPM SCG Pro to generate Baseline Project Statistics, S Curves, and Histograms.



6.0 The Production Schedule

The Production Schedule Flow Chart shown below covers the creation and updating of the Production Schedule. The steps in this Flow Chart begin prior to Project commencement with the creation of the Production Schedule, and finish at Project completion when the final update to the Production Schedule is made. The Production Schedule should then be reviewed for lessons learnt and archived.

Figure 43: Production Schedule Flow Chart 6.1 The Production Schedule Export Table

Before the Production Schedule is exported, it should be reviewed, updated as required, and validated. The Production Schedule Export Table contains the following Task Fields:

Task ID

Task Name

Baseline Start

Baseline Finish


Baseline Cost

Start

Finish

Man Hours (Work)

Cost

% Complete

Summary

Milestone The Production Schedule Export Map includes the same Task Fields. The Production Schedule Export Table may be used in the MS Project 2016 Gantt Chart View to review and/or revise the Task Baseline Data and/or Task Data that will be exported via the Production Schedule Export Map.



6.1.1 Creating the Production Schedule Export Table

The MS Project Export Utility may be used to create the Production Schedule Entry Table. The Production Schedule Export Table is created in the active MS Project file. The MS Project 2016 Organizer may be used to copy the Production Schedule Export Table from the active Project file to the Global.MPT file if required. To create the Production Schedule Export Table in the Global.MPT file, complete the following steps.

Figure 44: Create Production Schedule Export Table

Step 1: Select ! Production Schedule Export Table from the first Drop Down List.

Step 2: Click Create Table... to create the Production Schedule Export Table.



6.1.1 Creating the Production Schedule Export Table (Continued)

The following MS Project Export Utility Question Dialogue is shown.

Figure 45: Question Dialogue: Create Production Schedule Export Table?

Click Yes to create the Production Schedule Export Table in the active Project file.

Click No to cancel. If the Production Schedule Export Table already exists in the active Project file, the following MS Project Export Utility Question Dialogue is displayed.

Figure 46: Question Dialogue: Overwrite Existing Export Table?

Click Yes to overwrite the existing Production Schedule Export Table in the active Project file.

Click No to cancel.



6.1.1 Creating the Production Schedule Export Table (Continued)

After the Production Schedule Export Table is created in the active Project file, the following MS Project Export Utility Information Dialogue is displayed.

Figure 47: Information Dialogue: Production Schedule Export Table Created

Click OK to close the MS Project Export Utility Information Dialogue. Note: The following Production Schedule Tables may be created by selecting the required Production

Schedule Table from the first Drop Down List and clicking Create Table...

Production Schedule Entry Table

Production Schedule Entry Table (Early, Late)

Production Schedule Export Table (Early, Late) The following screenshot shows the MS Project 2016 Gantt Chart View with the Production Schedule Export Table applied.

Figure 48: Production Schedule Export Table



6.2 Export Production Schedule Process

Once the Production Schedule has been reviewed, revised as required, and validated, the MS Project Export Utility may be used to create the Production Schedule MS Excel Workbook file (Data Source File) for use with myPM SCG Classic and myPM SCG Pro. Using the MS Project Export Utility to create the MS Excel Workbook file involves completing the following four steps.

Step 1: Select the Save Folder where the MS Excel Workbook file will be saved.

Step 2: Select the MS Excel Workbook filename options as required.

Step 3: Select the Export Map to be used.

Note: The MS Project Export Utility may be used to create the Production Schedule Export Map in the Global.MPT file.

Note: The MS Project 2016 Organizer may be used to copy the Production Schedule Export Map from an open Project file to the Global.MPT file.

Step 4: Click Export to create the MS Excel Workbook file.



6.3 Selecting the Save Folder

By default, the MS Excel Workbook is saved to the same folder as the active Project file. If the active Project file has never been saved (that is, it is a new Project), the Save Folder defaults to the current folder. To select another folder where the MS Excel Workbook file will be saved, complete the following steps:


Step 1: Click Browse...




The MS Project Export Utility Browse For Folder Dialogue is shown.

Figure 50: Browse For Folder Dialogue

Step 2: Select the folder where the MS Excel Workbook file is to be saved.

Step 3: Click OK to close the MS Project Export Utility Browse For Folder Dialogue.




The MS Project Export Utility Main Form is shown, with the Save Folder updated.

Figure 51: Save Folder Updated



6.4 Selecting the MS Excel Workbook Filename Options

By default, the MS Excel Workbook filename is the same as the active Project file filename. The MS Excel Workbook filename maybe modified by checking one or both of the following checkboxes:

Prepend "Export_" to the MS Excel Workbook filename

Inserts "Export_" at the beginning of the MS Excel Workbook filename. Checking this option allows files created by the MS Project Export Utility to be easily identified.

Append Date "_YYYY-MM-DD" to the MS Excel Workbook filename

Inserts the current system date at the end of the MS Excel Workbook filename. Checking this option is recommended, as each time the Production Schedule is updated and exported, a unique dated export file is created. These dated export files provide snap shots of the Production Schedule over time.

The following screenshot shows the MS Project Export Utility Main Form with both checkboxes checked, and the modified MS Excel Workbook filename.

Figure 52: MS Excel Workbook Filename Options



6.5 Selecting the Export Map

MS Project 2016 uses an Export Map stored in the Global.MPT file when exporting Task Baseline Data and/or Task Data. A list of Export Maps stored in the Global.MPT file is displayed by the MS Project Export Utility. Select the required Export Map from the list.

Figure 53: Select Export Map Note: The MS Project 2016 Organizer may be used to copy the Production Schedule Export Map from

an open Project file to the Global.MPT file.

Click Organizer... to open the MS Project 2016 Organizer.

Please refer to Section 7.0 for further details.

Note: The MS Project Export Utility may be used to create the Production Schedule Export Map in the

Global.MPT file. Please refer to Section 6.5.1 Creating the Production Schedule Export Map.



6.5.1 Creating the Production Schedule Export Map

If the Production Schedule Export Map does not exist in the open Project files or the Global.MPT file, the MS Project Export Utility may be used to create the Production Schedule Export Map. To create the Production Schedule Export Map, complete the following steps.

Figure 54: Create Production Schedule Export Map

Step 1: Select ! Production Schedule Export Map from the second Drop Down List.

Step 2: Click Create Export Map... to create the Production Schedule Export Map.



6.5.1 Creating the Production Schedule Export Map (Continued)

The following MS Project Export Utility Question Dialogue is displayed.

Figure 55: Question Dialogue: Create Production Schedule Export Map?

Click Yes to create the Production Schedule Export Map in the Global.MPT file.

Click No to cancel. If the Production Schedule Export Map already exists in the Global.MPT file, the following MS Project Export Utility Question Dialogue will be displayed.

Figure 56: Question Dialogue: Overwrite Existing Export Map?

Click Yes to overwrite the existing Production Schedule Export Map in the Global.MPT file.

Click No to cancel.



6.5.1 Creating the Production Schedule Export Map (Continued)

After the Production Schedule Export Map is created in the Global.MPT file, the following MS Project Export Utility Information Dialogue is displayed.

Figure 57: Information Dialogue: Production Schedule Export Map Created

Click OK to close the MS Project Export Utility Information Dialogue. Note: The following Production Schedule Export Map may be created by selecting the required Export

Map from the second Drop Down List and clicking Create Export Map...

Production Schedule Export Map (Early, Late) The following screenshot shows the MS Project Export Utility Main Form, with the newly created Project Schedule Export Map.

Figure 58: Production Schedule Export Map Created



6.6 Exporting The Production Schedule

Once the Save Folder, MS Excel Workbook Filename Options, and Export Map have been selected, the Production Schedule Task Baseline Data and/or Task Data may be exported to the MS Excel Workbook file. To export the Task Data, complete the following steps:

Figure 59: Exporting The Production Schedule, Step 1

Step 1: Click Export



6.6 Exporting The Production Schedule (Continued)

If the MS Project 2016 Legacy File Options are set to Prompt when loading files with legacy or non default file format, the following MS Project 2016 Information Dialogue is shown.

Figure 60: Question Dialogue: Save This File?

Click Yes to create the MS Excel Workbook file.

Click No to cancel. If the MS Excel Workbook file already exists, the following MS Project 2016 Question Dialogue is displayed.

Figure 61: Question Dialogue: Overwrite Existing File?

Click Yes to overwrite the existing MS Excel Workbook file.

Click No to cancel. After the MS Excel Workbook file has been created, the following MS Project Export Utility Information Dialogue is displayed.

Figure 62: Information Dialogue: Task Data Exported

Step 2: Click OK to close the Information Dialogue.

The MS Project Export Utility will now close.



6.6 Exporting The Production Schedule (Continued)

The following screenshot shows the MS Excel Workbook file created by the MS Project Export Utility.

Figure 63: Production Schedule MS Excel Workbook File The MS Excel Workbook file (the Data Source File) may be used with myPM SCG Classic and myPM SCG Pro to generate Baseline, Actual, and Target Project Statistics, Task Statistics, S Curves, and Histograms.



7.0 Using the MS Project 2016 Organizer To Copy Export Maps

If the required Export Map is stored in an open Project file, but not in the Global.MPT file, it will not appear in the list of available Export Maps in the MS Project Export Utility. The MS Project 2016 Organizer may be used to copy the required Export Map to the Global.MPT file. 7.1 Before Opening the MS Project 2016 Organizer

Before opening the MS Project 2016 Organizer, complete the following steps.


Step 2: Open the MS Project file containing the required Export Map.

7.2 Opening the MS Project 2016 Organizer

The MS Project 2016 Organizer may be opened using one of the following methods: 7.2.1 Method 1

Use this method if the MS Project Export Utility is not running.

Figure 64: Opening the MS Project 2016 Organizer: Method 1, Steps 1 to 3

Step 1: Select the File Tab.

Step 2: Select the Info Tab.

Step 3: Click Organizer

Note: The MS Project 2016 Organizer will display the previously selected Tab when opened.



7.2.2 Method 2

Use this method if the MS Project Export Utility is running.

Figure 65: Opening the MS Project 2016 Organizer: Method 2, Step 1

Step 1: Click Organizer... to open the MS Project 2016 Organizer.

Note: The MS Project 2016 Organizer will display the Maps Tab when opened.



7.3 Copying An Export Map

After opening the MS Project 2016 Organizer using Method 1 or Method 2, the MS Project 2016 Organizer is shown. To copy an Export Map from an open Project file to the Global.MPT file, complete the following steps.

Figure 66: Using the MS Project 2016 Organizer To Copy An Export Map, Steps 1 to 5

Step 1: Ensure the Maps Tab is selected.

Step 2: Ensure Global.MPT is selected in the Maps available in: drop down list on the left hand side.

Step 3: Ensure the open Project file containing the required Export Map is selected in the Maps available in: drop down list on the right hand side.

Step 4: Select the required Export Map in the listbox on the right hand side.

Step 5: Click Copy << to copy the selected Export Map to the Global.MPT file.



7.3 Copying An Export Map (Continued)

After clicking << Copy, the selected Export Map is copied to the Global.MPT file.

Figure 67: Using the MS Project 2016 Organizer To Copy An Export Map, Step 6

Step 6: Click Close to close the MS Project 2016 Organizer.

The Export Map is now available for use with the MS Project 2016 Export Utility.



8.0 The MS Project Export Utility Shortcut Key

The MS Project Export Utility may be started by using the following default Shortcut Key:

Default Keyboard Shortcut: Ctrl E

8.1 Changing the Default Shortcut Key

Before changing the MS Project Export Utility Keyboard Shortcut, please ensure:

The MS Project Export Utility Form and Module should be available in one of the following locations:

The Global.MPT file.

The open MS Project file.

If the MS Project Export Utility Form and Module are not available in either of the above locations, the MS_Project_Export_Utility.mpp file (which contains the MS Project Export Utility Form and Module) should be open in MS Project 2016. To change the Default Keyboard Shortcut, complete the following steps.


Figure 68: Changing the Default Keyboard Shortcut, Steps 2 to 4

Step 2: Select the View Tab.

Step 3: Click the Macros Icon

Keyboard Shortcut: Steps 2 to 3 Alt F8



8.1 Assigning A Shortcut Key (Continued)



Step 5: Select Execute_MSProjectExportUtility from the Macro Name: listbox.

Step 6: Click Options...

The MS Project 2016 Macro Options Dialogue is displayed.


Step 7: Enter the required letter.

Step 8: Click OK to close the MS Project 2016 Macro Options Dialogue.



8.1 Assigning A Shortcut Key (Continued)


Figure 71: Changing the Default Keyboard Shortcut, Step 9

Step 9: Click Close to close the MS Project 2016 Macros Dialogue.



9.0 List Of Figures

Section 1: Introduction

Figure 1: MS Project Export Utility ........................................................................................................... 3

Figure 2: Project Life Cycle Flow Chart .................................................................................................. 12

Section 2: Preparing MS Project 2016

Figure 3: Warning Dialogue: Unable To Save File .................................................................................. 13

Figure 4: Changing the MS Project 2016 Legacy Format Options, Steps 2 to 4 ..................................... 13

Figure 5: Trust Center Form: Legacy Formats Item: Prompt... ............................................................... 14

Figure 6: Question Dialogue: Save File? ................................................................................................ 15

Figure 7: Options Form: Security Tab: Allow... ....................................................................................... 15

Figure 8: Warning Dialogue: Macros Disabled ....................................................................................... 16

Figure 9: Changing the MS Project 2016 Macro Security Level, Steps 2 to 4 ......................................... 16

Figure 10: Security Dialogue: Disable all macros without notification ..................................................... 17

Figure 11: Security Dialogue: Medium Security Level, Steps 5 to 7 ....................................................... 18

Figure 12: Security Warning Dialogue .................................................................................................... 18

Section 3: Installing the MS Project Export Utility

Figure 13: Security Warning Dialogue .................................................................................................... 19

Figure 14: Copying the MS Project Export Utility Form and Module, Steps 3 to 5 .................................. 20

Figure 15: Copying the MS Project Export Utility Form and Module, Steps 6 to 11 ................................ 21

Figure 16: Copying the MS Project Export Utility Form and Module, Step 12 ......................................... 22

Section 4: Starting The MS Project Export Utility

Figure 17: Starting the MS Project Export Utility, Steps 2 to 3 ................................................................ 24

Figure 18: Starting the MS Project Export Utility, Steps 4 to 5 ................................................................ 24

Figure 19: The MS Project Export Utility ................................................................................................ 25

Figure 20: Warning Dialogue: No Project Files Open ............................................................................. 26

Figure 21: Question Dialogue: Project File Not Saved, Continue? ......................................................... 26

Section 5: The Baseline Schedule

Figure 22: Baseline Schedule Flow Chart .............................................................................................. 27

Figure 23: Create Baseline Schedule Export Table ................................................................................ 28

Figure 24: Question Dialogue: Create Baseline Schedule Export Table? ............................................... 29

Figure 25: Question Dialogue: Overwrite Existing Export Table? ........................................................... 29

Figure 26: Information Dialogue: Baseline Schedule Export Table Created ........................................... 30

Figure 27: Baseline Schedule Export Table ........................................................................................... 30

Figure 28: MS Project Export Utility ....................................................................................................... 32

Figure 29: Browse For Folder Dialogue .................................................................................................. 33

Figure 30: Save Folder Updated ............................................................................................................ 34

Figure 31: MS Excel Workbook Filename Options ................................................................................. 35

Figure 32: Select Export Map ................................................................................................................. 36

Figure 33: Create Baseline Schedule Export Map .................................................................................. 37

Figure 34: Question Dialogue: Create Baseline Schedule Export Map? ................................................. 38

Figure 35: Question Dialogue: Overwrite Existing Export Map? ............................................................. 38

Figure 36: Information Dialogue: Baseline Schedule Export Map Created ............................................. 39

Figure 37: Baseline Schedule Export Map Created ................................................................................ 39

Figure 38: Exporting The Baseline Schedule, Step 1 ............................................................................. 40

Figure 39: Question Dialogue: Save This File? ...................................................................................... 41

Figure 40: Question Dialogue: Overwrite Existing File? ......................................................................... 41

Figure 41: Information Dialogue: Task Data Exported ............................................................................ 41

Figure 42: Baseline Schedule MS Excel Workbook File ......................................................................... 42



9.0 List Of Figures (Continued)

Section 6: The Production Schedule

Figure 43: Production Schedule Flow Chart ........................................................................................... 43

Figure 44: Create Production Schedule Export Table ............................................................................ 44

Figure 45: Question Dialogue: Create Production Schedule Export Table?............................................ 45

Figure 46: Question Dialogue: Overwrite Existing Export Table? ........................................................... 45

Figure 47: Information Dialogue: Production Schedule Export Table Created ........................................ 46

Figure 48: Production Schedule Export Table ........................................................................................ 46

Figure 49: MS Project Export Utility ....................................................................................................... 48

Figure 50: Browse For Folder Dialogue .................................................................................................. 49

Figure 51: Save Folder Updated ............................................................................................................ 50

Figure 52: MS Excel Workbook Filename Options ................................................................................. 51

Figure 53: Select Export Map ................................................................................................................. 52

Figure 54: Create Production Schedule Export Map .............................................................................. 53

Figure 55: Question Dialogue: Create Production Schedule Export Map? ............................................. 54

Figure 56: Question Dialogue: Overwrite Existing Export Map? ............................................................. 54

Figure 57: Information Dialogue: Production Schedule Export Map Created .......................................... 55

Figure 58: Production Schedule Export Map Created ............................................................................ 55

Figure 59: Exporting The Production Schedule, Step 1 .......................................................................... 56

Figure 60: Question Dialogue: Save This File? ...................................................................................... 57

Figure 61: Question Dialogue: Overwrite Existing File? ......................................................................... 57

Figure 62: Information Dialogue: Task Data Exported ............................................................................ 57

Figure 63: Production Schedule MS Excel Workbook File ...................................................................... 58

Section 7: Using the MS Project 2016 Organizer To Copy Export Maps

Figure 64: Opening the MS Project 2016 Organizer: Method 1, Steps 1 to 3 ......................................... 59

Figure 65: Opening the MS Project 2016 Organizer: Method 2, Step 1 .................................................. 60

Figure 66: Using the MS Project 2016 Organizer To Copy An Export Map, Steps 1 to 5 ........................ 61

Figure 67: Using the MS Project 2016 Organizer To Copy An Export Map, Step 6 ................................ 62

Section 8: The MS Project Export Utility Shortcut Key

Figure 68: Changing the Default Keyboard Shortcut, Steps 2 to 4 ......................................................... 63



Figure 71: Changing the Default Keyboard Shortcut, Step 9 .................................................................. 65



Release History

4th June 2014: MS Project Export Utility User Manual released, 2nd Edition.

MS Project Export Utility v2.0.0.0

Create Baseline Schedule Entry Table, Export Table, Export Map.

Create Production Schedule Entry Table, Export Table, Export Map.

Create Baseline Schedule Early, Late Entry Table, Export Table, Export Map.

Create Production Schedule Early, Late Entry Table, Export Table, Export Map.

Export Task Data to an MS Excel Workbook file (the Data Source File).

Revised Main Form Layout.

Added About Dialogue.

3rd March 2014: MS Project Export Utility User Manual released, 1st Edition.

MS Project Export Utility v1.0.0.0

Launch version of MS Project Export Utility.

Create Baseline Schedule Export Table, Export Map.

Create Production Schedule Export Table, Export Map.

Export Task Data to an MS Excel Workbook file (the Data Source File).

Midori Media Contact Details

Midori Media may be contacted via email.

General: [email protected]

Support: [email protected]

Sales: [email protected]

Copyright © 2014-2016 Midori Media. All Rights Reserved. This document contains material protected under International and Federal Copyright Laws and Treaties. Any unauthorized copying of this material is prohibited. No part of this document may be reproduced in any form or by any means, electronic or mechanical without express written permission from Midori Media. Any Trademarks mentioned in this document are recognized and acknowledged.

2nd edition for use with ms project 2016 - midori media · 2nd edition for use with ms project 2016...

Documents