Transcript custom Project Guide

Microsoft Office Project
Desktop Development
Marcel Parent
Program Manager
Project
Microsoft Corporation
What You Will Learn
The 4 primary desktop development options
VBA Macros
COM Add-Ins (Unmanaged & Managed)
Custom Project Guides
Custom Web Views
HOW, WHEN & WHERE to use each option
1)
2)
3)
Extend Project with VBA macros & COM Add-Ins to handle
custom scenarios/business logic & automate repetitive
processes
Encapsulate & enforce a business process/workflow in
Project through a custom Project Guide
Integrate Web-UI into Project through custom Web Views
Roadmap
The Project Object Model
Option 1: Writing VBA Macros
Option 2: Creating COM Add-Ins
Option 3: Customizing the Project Guide
Option 4: Creating custom Web Views
NOT Covered In This Session
Project Server Development
Refer to the Project Data Service (PDS),
Web Parts & Reporting sessions for this
info
The Project Object Model
The Basics
Collections
Objects
Methods
Properties
Events
The Project Object
Model
VBA Macros
The Basics
What is a VBA Macro?
VBA = Visual Basic for Applications
Macro = a user-defined command that is part of
an application (like Project) & executes a series
of commands
Writing your own macro
Macro deployment options
Macro security
Digital signatures
Policy settings
VBA Macros
OOB Macros in Project 2003
Name
Description
1
Format_Duration
Reformats the duration of all tasks in the project, expressed in
either minutes, hours, days, or weeks. Also sets the default
duration unit that applies to all summary tasks and new tasks.
2
ResMgmt_TaskEntry
Applies the Task Entry view with the schedule fields displayed
in the bottom pane’s Task Form.
3
Rollup_Formatting
Formats rolled up tasks so that the task names alternate
above and below the rolled up tasks.
4
Toggle_Read_Only
Toggles a file between Read-Only and Read-Write.
5
Update_File
Updates a Read-Only file to the most recently saved version.
Developing a Project
VBA Macro
COM Add-Ins
The Basics
What is a COM Add-In?
COM = Component Object Model
Add-In = extension to an application (like Project)
COM Add-In = an extension to an application that uses
COM to automate one or more applications (via object
model calls)
Writing your own COM add-in
Use the Project Primary Interop Assembly (PIA) in a
managed add-in
Add-in deployment options
Add-in security
Digital signatures
COM Add-Ins
OOB COM Add-Ins in Project 2003
Name
Description
1 Adjust Dates
Adjusts all dates in your project in relation to a new start
date that you provide when prompted. Tasks with
constraints are also adjusted.
2 Analyze Timescaled Data in Excel
Exports timephased data to Excel.
3 Eurocurrency Converter **
Displays costs in more than one currency at the same
time, without affecting existing cost information.
4 PERT Analysis
Performs a Program, Evaluation, and Review Technique
(PERT) analysis to estimate a task's duration.
5 Compare Project Versions **
Creates a detailed report that highlights differences
between 2 projects.
6 Copy Picture to Office *
Exports project information to a table and/or image in a
PowerPoint, Word, or Visio document.
7 Visio WBS Chart Wizard **
Exports project information to a hierarchical WBS Chart
diagram in Visio.
8 XML Reporting Wizard **
Creates custom reports in any format by generating an
Extensible Markup Language (XML) file from project data.
* Introduced in Project 2003
** Added to the box in Project 2003 (released via the web for Project 2002)
Developing a Project
COM Add-In
The Project Guide
Custom Project Guides
The Basics
What is a custom Project Guide?
Custom web content & associated script, organized in a
navigable hierarchy
This content can replace or append to Project’s default Project
Guide
Writing your own Custom Project Guide
Custom mainpage.htm file
Frameset/layout
Functionality/event handling
Custom gbui.xml & content files
Html
JScript/VBScript
CSS
Custom Project Guide deployment options
Project Guide security
IE Trusted Sites
Developing a Custom
Project Guide
Custom Project Guide
Samples
Custom Web Views
The Basics
What is a custom Web View?
Custom web content displayed in the Project document
window
May contain script to interact with Project
Writing your own Custom Web View
Create the content page (as necessary)
Modify the mainpage or wrapper page to handle the
custom page load
Tie the custom page load to Project UI
Toolbar button, custom Project Guide button, etc
Custom Web View deployment options
Custom Web View security
IE Trusted Sites
Developing a Custom
Web View
Custom Web View
Samples
What You Will Learn: Recap
The 4 primary desktop development options
VBA Macros
COM Add-Ins (Unmanaged & Managed)
Custom Project Guides
Custom Web Views
HOW, WHEN & WHERE to use each option
1)
2)
3)
Extend Project with VBA macros & COM Add-Ins to handle
custom scenarios/business logic & automate repetitive
processes
Encapsulate & enforce a business process/workflow in
Project through a custom Project Guide
Integrate Web-UI into Project through custom Web Views
More Information
General: Desktop Development
Start with the “Getting Started: Developing with
Project 2003” technical article on MSDN
http://msdn.microsoft.com/library/enus/odc_pj2003_ta/html/odc_pjGetStarted.asp
This article summarizes the Project desktop
development options covered in this session,
and includes links to helpful information for each
option
Refer to the Project 2003 SDK
The April 12 2004 update online:
http://msdn.microsoft.com/library/default.asp?url=/library/enus/pjsdk/html/pjsdkoverview.asp
The April 12 2004 update download:
http://www.microsoft.com/downloads/details.aspx?familyid=4d2a
bc8c-8bca-4db9-8753-178c0d3099c5&displaylang=en
More Information
Specific: The Project Object Model
Refer to the compiled VBA help file
installed with Project for OM specifics
<Install root>:\Program Files\Microsoft
Office\OFFICE11\<LCID>\VBAPJ.CHM
Or from within the Project VBA editor (boot
Project and press Alt + F11), use the Object
Browser to navigate the OM’s object
hierarchy, and then press F1 to view help
information from VBAPJ.CHM for any
selected object/method/property/event
More Information
Specific: Creating Project Add-Ins
Refer to the “Create a COM Add-in for
Microsoft Office Project 2003” &
“Creating Managed Add-ins for
Microsoft Office Project 2003” Project
2003 SDK articles
http://msdn.microsoft.com/library/enus/pjsdk/html/pjsdkvb6_Create_COM_AddIn_HV01103711.asp
http://msdn.microsoft.com/library/enus/pjsdk/html/pjsdkMAOverview_HV01098482.asp
More Information
Specific: The Project Guide
Refer to the “Project Guide 101”
Project 2003 SDK article which covers
everything Project Guide-related in this
session, including sample code for the
demoed custom Project Guides
The April 12 2004 update download:
http://www.microsoft.com/downloads/details.aspx?familyid
=4d2abc8c-8bca-4db9-8753-178c0d3099c5&displaylang=en
© 2004 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.