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Suggestions for a MSProject 2010 Standard 'Customisation Newbie' RRS feed

  • Question

  • Hi folks

    I'm a PM with some basic MSProject (2003/2007) experience but I now want to leverage the power in custom fields using formulae and graphical indicators in MSP2010 to develop various dashboards etc. One slight snag - I know nothing (I mean NOTHING) about programming or formulae in the context of MSProject (or Excel for that matter).

    Can anyone suggest a good book or webpage(s) that might help to address this deficiency please? At the moment, I look at most of the formulae that I see presented and they are pure gobbledygook - we all have to start somewhere, so any recommendations would be very much appreciated.

    Many thanks

    Kind regards

    Peter

    Friday, September 30, 2016 2:28 PM

Answers

  • Peter,

    While formulas in custom fields are a first step towards customization a much more powerful tool is Visual Basic for Applications (VBA).

    You can do a Google search for MS Project custom field formulas and find several resources. The one put out by MPUG (Microsoft Project Users Group) is a place to start.

    http://46ev833n9u2l3zs8zp44sst3tpr.wpengine.netdna-cdn.com/wp-content/uploads/2013/12/Customization-Formula-Guide-PDF-Version.pdf

    However, you can only do so much with formulas. To get virtually unlimited functionality I recommend you dip your toes into VBA and to do that, MVP Rod Gill has an excellent book to get you started. You can find out more at:

    http://www.project-systems.co.nz/project-vba-book

    And then there is this forum where you can draw on the expertise of many experienced Projects users and gurus.

    John

    • Marked as answer by peterjelliott Wednesday, October 5, 2016 9:22 AM
    Friday, September 30, 2016 2:46 PM

All replies

  • Peter,

    While formulas in custom fields are a first step towards customization a much more powerful tool is Visual Basic for Applications (VBA).

    You can do a Google search for MS Project custom field formulas and find several resources. The one put out by MPUG (Microsoft Project Users Group) is a place to start.

    http://46ev833n9u2l3zs8zp44sst3tpr.wpengine.netdna-cdn.com/wp-content/uploads/2013/12/Customization-Formula-Guide-PDF-Version.pdf

    However, you can only do so much with formulas. To get virtually unlimited functionality I recommend you dip your toes into VBA and to do that, MVP Rod Gill has an excellent book to get you started. You can find out more at:

    http://www.project-systems.co.nz/project-vba-book

    And then there is this forum where you can draw on the expertise of many experienced Projects users and gurus.

    John

    • Marked as answer by peterjelliott Wednesday, October 5, 2016 9:22 AM
    Friday, September 30, 2016 2:46 PM
  • John

    Many thanks as ever. My initial focus is on some simple tasks such as radio button production so formulae will probably be appropriate but the VBA option may be more useful going forward. I'll take a look at the resources you kindly outlined.

    Thanks again

    Kind regards

    Peter

    Wednesday, October 5, 2016 9:22 AM
  • Peter,

    You're welcome and thanks for the feedback.

    John

    Wednesday, October 5, 2016 1:36 PM