Customizing Toolbar Layout Using the Enterprise Global Template

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When a Project Professional client is connected to Project Server, information is taken from the server, not from the client machine, via the enterprise global template. The enterprise global template holds customization for views, fields, calendars, etc, so that all users have a consistent environment across all machines. This, however, creates an annoying side effect for toolbars. Since toolbars are part of the enterprise global template, the information is retrieved from the servers. When you connect Project Pro to the server, it gets the standard layout. If you then want to customize how tool bars are laid out and you move the toolbars, save, and exit project, you will find that that your configuration didnt stay as you had left it. This is because your customizations were saved to your local machine and not the server, so when you connected back to the server, it got the same original toolbar layout, and all your customization is lost. The following process is a work around that copies the standard toolbars so you can customize their location and layout, and then save them to the Enterprise Global Template. You need to follow the steps exactly for the process to work.

Step 1: Start Project Professional 2007, and select computer to log on locally.


Login Window


Select and move the toolbars to the exact location that you want.

Step 2: On the Tools menu, click Organizer

Tools Organizer


Step 3: Click the Toolbars tab.


Organizer Views

Step 4: In the Global.MPT area, select Formatting, Standard, Resource Management, and Tracking (or whichever toolbars you chose), and then click Copy >> to move the toolbars to the Project1 area.


Organizer Toolbars


Step 5: Once theyre copied over, rename each toolbar in the Project1 field to something else, like My Formatting. Once theyre all renamed, click Close. Save Project1 to some local location on your machine, and then quit Project Professional 2007.


Rename Views

Step 6: Start Project Professional 2007, and then connect to a computer that is running Project Server 2007. You must connect using an administrator account or someone who has the proper credentials to edit the enterprise global template. Turn off all of the toolbars, once Project has loaded and open Project1 that you saved locally to your machine. Under Tools -> Enterprise Options select Open Enterprise Global; then open the Organizer again, selecting the Toolbars tab.


Open Enterprise Global


Step 7: In the right field, select Project1.mpp, and in the left Checked-out Enterprise Global. Copy all the toolbars you created in Project1 to the Checked-out Enterprise Global. Change the right field to Global (+ non-cached enterprise). Copy your created toolbars again.


Copy Toolbars to EGT


Step 8: Hit close in the Organizer window, close Project 2007, and hit yes in the dialogue box to save changes to the checked-out enterprise global. When you re-open Project 2007, the toolbars should be in the place that you want them and will stay there for anyone who connects Project Pro to Project Server.

NOTE:

If for some reason you wish to change the layout you just created, you must first delete the toolbars you created. Just copying over the existing doesnt work; you must delete the old toolbars first (the ones you created). You must delete them from the Checked-out Enterprise Global in the Toolbars tab of the Organizer. Then you can start the process over from Step 1. This is why it is important to get your toolbars organized correctly the first time in Step 1.

Posted By: Jason Stegner

Showing 2 comments
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    Ishwar

    Hi,

    The same thing I’m not able to do in Proj Professional 2010. I created a new Custom Tab, Added a custom group and commands. The tab and button appear for all pwa instances in that system. It will not dsiplay in other client systems.

    Need help on this

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    Michael Randall

    Hi Ishwar,

    If I understand your question correctly, the customization that your trying to do works on your machine, but you cannot replciate that to everyone in the enterprise. Is that correct? If not, can you clarify your question?

    In relation to this blog post, because toolbars no longer exist in Project 2010, global interface customization becomes a much more involved process with the ribbon. The ribbon is defined by a set of program options and is no longer an object that can be put in the enterprise global template (EGT) like the toolbars can. Fortunately, there is a solution to achieve what you’re asking for, but again, is a little more involved. The process requires programming a macro which can then be loaded into the EGT. This macro can be programed to run upon opening of a project, thus customizing the ribbon for all users without any user input. The first step is to add the developer tab to the ribbon in Project, by going to the options, selecting “Customize Ribbon”, and then checking the developer tab in the right hand of the window. This gives you access to VBA programming editor. For the rest of the process, there is a great reference on MSDN with several examples: http://msdn.microsoft.com/en-us/library/ee767705.aspx

    The only other method that could possibly be used would be to use registry settings to define the program options for the ribbon, and then deploy a logon script via Group Policy to update the registry. However, because of the risk of editing the registry, the fact that anyone outside your network wont get those updates, and the wider array of customization options a macro gives, programming the macro is going to be a much better approach.

    I know this probably isn’t the simple answer your looking for, but since Microsoft didn’t give us simple tools to do it, it’s about all we have to work with.

    Jason

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