Article ID: 913678 - View products that this article applies to.
This article describes how to create a custom macro, and toolbar/ribbon that contains buttons to run macros). Additionally, this article describes how to deploy the custom objectrs to either the local global template (Global.mpt) or the enterprise global template if using Project Server. This allows the custom toolbar/ribbon will be available to all users of Microsoft Office Project clients whether users connect to Microsoft Office Project Server or use standalone Projct clients.
When a project is opened it uses information in the local file as well as the global template file to set defaults for the plan. The global template file
contains, views, reports, modules (macros), tables, filters,calendars, maps, fields, Groups. Toolbars are available in Project 2007 or earlier global template files but not 2010. This is because we introduced the ribbon in 2010. Your project plan will use the defaults from the global template unless you create new or modify the existing objects. Customized objects are stored to the local global template unless you take steps to copy the information to the global file. This global template can be shared with other project client users by either sending them the file for them to save locally or shared via a network share location.
When an enterprise project is opened from Project Server, the enterprise global template settings are applied to the project. After the enterprise global template is applied to the project, any items in the local global file that do not have the same names as the items in the enterprise global template are also applied to the project file. Therefore, if you created a custom view, table, or filter that has the same name as an item in the enterprise global template, you are prompted to rename or overwrite the custom item.
Typically, the enterprise global template takes precedence over other templates. However, the precedence of ribbons, toolbars and menus is treated differently from other items in the enterprise global template. Ribbons, toolbars and menus in the local global file take precedence over ribbons, toolbars and menus that have the same name in the enterprise global template. Additionally, different language versions of ribbons, toolbars and menus in the local global file take precedence over ribbons, toolbars and menu items in the enterprise global template. However, a custom ribbon or toolbar that has a unique name in the enterprise global template file in Project Server will be available to all users of Project.
The general steps used to move customized objects from a local plan into the local global file are pretty straight forward:
These steps will work for all versions of Project through 2010.
However, if you want to add customized objects to the Enterprise Global Template (becuase you are using Project Server) the Enterprise Global can only be accessed by a user with rights to open the Enterprise Global Template from Project Server Settings. This action then launches PRoject Professional with the Enterprise Global Template open in memory. You can move objects from the local Global or any open project plan to the open Enterprise Global Template
To include a custom ribbon tab that that has a command button to run a macro in your enterprise global template file in Project 2010, follow these steps:
Steps to Create a custom macro
Steps to copy the module that includes the macro to the local global template if needed
The global will is automatically saved. The moduel and macro are will now be available to all plans that use this local global template.
Steps to copy the module to the enterprise global template in 2007 or 2010.
The next time a user opens any enterprise plan, the macro will be available.
Steps to create a custom toolbar and add the macro to a button in 2007 and earlier.
Article ID: 913678 - Last Review: March 30, 2012 - Revision: 7.0