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Integrating WBS Chart Pro and PERT Chart EXPERT

with

Project 2010 or Project 2013

Important information for configuring Project 2010 or Project 2013:

You can add a button to Project 2010 or Project 2013 for access to WBS Chart Pro and PERT Chart EXPERT from within these versions of Project.

To do this:

During WBS/PERT Setup, choose to Modify MS Project to add the items needed to integrate with Project 2010 or Project 2013.

Configuring Project 2010 or Project 2013 during Setup does not automatically add a button to the Quick Access Toolbar or to the Ribbon. You need to do this manually.

To add a button to the Quick Access Toolbar:

1. Start Project 2010 or Project 2013, click the drop down arrow in the upper left corner of the screen and select "More Commands..."

2. Select Macros from the drop down list in the left column.

3. Click the GotoWBSChartPro (or GotoPERTChartEXPERT) macro in the left column and then click the Add>> button to copy this to the right column.

Note: If you add both WBS Chart Pro and PERT Chart EXPERT, the button icons are the same. The default button looks like a WBS chart so if you wish to change a button we recommend changing the PERT Chart EXPERT button. Click the GotoPERTChartEXPERT macro in the right column and select Modify to change the button icon to one of the pre-defined icons.

Alternatively, to add a Tab and Button to the Ribbon in Project 2010 or Project 2013:

1. Start Project 2010 or Project 2013, right click on the Ribbon and select "Customize the Ribbon..."

2. Click a Tab in the Main Tabs section in the right column and select the New Tab button. Click this New Tab, click Rename, type Critical Tools and click OK.

3. Choose Macros from the drop down list in the left column.

4. Select New Group in the right column.

5. Click the GotoWBSChartPro (or GotoPERTChartEXPERT) macro in the left column and then click the Add>> button to copy this to the New Group*.

6. Click New Group and Rename if you wish to rename this group.

Why is it necessary to add the Tab and/or Button manually?

In previous versions of Project there was a toolbar button that was used to access WBS and PERT. The toolbar button simply ran a macro that started the communication between WBS/PERT and Project. We were able to automatically add this toolbar and button to Project during Setup.

Project 2010 and 2013 uses Ribbons instead of toolbars and there is no way to programmatically add a New Tab and Button using the steps listed above. It is unfortunate that Microsoft left out this capability.

Why not create a Project Add-in?

Creating a Project Add-in is huge overkill for what is required for WBS Chart Pro and PERT Chart EXPERT to integrate with Project. Microsoft recommends using Visual Studio to create Project add-ins. However, this would force the majority of Project 2010 or 2013 users to download and install the .Net Framework Client application and the Visual Studio Tools for Office Runtime application which installs approximately 100Mb worth of files and requires two separate license agreements to be accepted. We have decided not to require this of our users.

* - If you don't see the GotoWBSChartPro or GotoPERTChartEXPERT macros after running Setup and choosing to Modify Project 2010 or Project 2013 then do this:

1. Open Project 2010 or Project 2013, go to File-Options-Trust Center-Trust Center Settings and select "Enable All Macros".

2. Open the file called SetupWBS2010.mpp (or SetupPERT2010.mpp). These files are located in the C:\Programs Files folder by default. Open SetupWBS2013.mpp or Setup2013.mpp if you are using Project 2013.

3. Repeat the steps above and if you see the Macros you can close the Setup file without saving.

Critical Tools, Inc. 7308 West Rim Drive Austin, Texas 78731 USA 512-342-2232 - Phone 512-342-2234 - Fax support@criticaltools.com

Critical Tools, Inc.
7308 West Rim Drive
Austin, Texas 78731
USA

512-342-2232 - Phone
512-342-2234 - Fax

support@criticaltools.com