Chapter 17: Customizing Project

Chapter at a Glance

Work with the global template and Organizer to share customized elements between project plans, page 370. Record a VBA macro to perform an often-repeated sequence of actions, page 374. Edit VBA macro code in the Visual Basic Editor, page 377. Create a custom toolbar, page 382.

In This Chapter, You will Learn How To:

• Copy a customized element, such as a table, from one project plan to another by using the Organizer.

• Record and play back a macro.

• Edit a macro in the Visual Basic Editor.

• Create a custom toolbar.

Tip 

Do you need only a quick refresher on the topics in this chapter? See the Quick Reference entries on pages xxv–xlviii.

This chapter describes some of the ways that you can customize Microsoft Office Project 2007 to fit your own preferences. Project has some customization features, such as the Organizer and global template, that are unique to Project. In addition, Project has customization features, such as recording Visual Basic for Applications (VBA) macros, that are similar to what you might be familiar with from other Microsoft Office applications.

Important 

Some of the actions you perform in this chapter can affect your overall settings in Project regardless of the specific project plan you are using. To keep your Project environment unaffected or at the “factory settings” throughout this chapter, we include steps to undo some actions.

Important 

Before you can use the practice files provided for this chapter, you need to install them from the book’s companion CD to their default locations. See “Using the Book’s CD” on page xix for more information.