Checklist to adapt the content of a planning

[NicoCaps]

Hi all,

I have developped a standard planning for my department which is composed of
all the plannings from the different sub equipments which will in the end be
assembled to compose the final product. For each of those sub equipments the
plannings differ (e.g. 3 motors possible=> 3 plannings for motor1,2 and 3.

I'd like to know if I could automate the deletion of the sub equipments
plannings which won't be part of the final product through a VB macro or a
form where I (or the users )could click depending on the composition of the
final product and which will automatically leave in the general planning only
the plannings of the sub equipments which will be produced. (Motor2 is chosen
=> Delete the motor1 and 3 plannings from the master planning)

Thanks for your help, recommandations and suggestions.

Best

Nicolas

 

[John]

Hi all,

I have developped a standard planning for my department which is composed of
all the plannings from the different sub equipments which will in the end be
assembled to compose the final product. For each of those sub equipments the
plannings differ (e.g. 3 motors possible=> 3 plannings for motor1,2 and 3.

I'd like to know if I could automate the deletion of the sub equipments
plannings which won't be part of the final product through a VB macro or a
form where I (or the users )could click depending on the composition of the
final product and which will automatically leave in the general planning only
the plannings of the sub equipments which will be produced. (Motor2 is chosen
=> Delete the motor1 and 3 plannings from the master planning)

Thanks for your help, recommandations and suggestions.

Best

Nicolas

Nicholas,
The answer is yes, such a userform based input is very doable. However,
if you or the users are going to select options on a userform for
deletion of certain equipment elements wouldn't it be about as simple to
do it directly on the plan itself. It's not apparent to me that enough
would be gained by "automating" the process to make it worthwhile. Maybe
I'm just not understanding the full context of what you want.

John
Project MVP

 

[NicoCaps]

John,

of course this option is the easiest, but I wanted to do something fancy.

I don't understand hiwever how a form could appear in project. Would I have
to create a specific table or view linked to a macro?

Cheers

Nico

 

[John]

John,

of course this option is the easiest, but I wanted to do something fancy.

I don't understand hiwever how a form could appear in project. Would I have
to create a specific table or view linked to a macro?

Cheers

Nico

Nico,
A userform might be "fancy" but will it be functional and does it get
what you need with the least amount of effort?

To create the userform you are talking about you will need to develop
VBA macro code to both create the form and any associated algorithms for
providing data to the form. You may or may not want/need a custom view
as part of the process. But the bottom line is, you will need to learn
VBA - assuming you currently have no or very little experience.

The first step is to specifically define what you want the procedure
(form + code) to do. Then you will need to develop a layout for the
form. Finally, you will need to pull it all together so it is "fancy".

John
Project MVP

 

[NicoCaps]

John thanks for your reply again.

Well the procedure's only function would be to delete the extra plannings
which won't be taken into account. As there are several possibilities in the
final products' definition, this form would be helpful.

Nevertheless I have some trouble understanding how project can display such
excel- or access-like forms. Do you have a post I could refer to which
describes such an HMI specifically designed for MS Project? In "fancy", I
meant show off some of my skills to my client, not design a form with
twinkling stars in it!

Defining a VB code should'nt be real issue as the functionnalities should be
very basic (e.g. if box ticked then specify amount of the specific products,
then delete what is not part of the PBS) and I have some (very basic)
knowledge of object oriented programming. I just want to automate this task
so the users do not have to go through unnecessary steps.

Afterwards it could get trickier (Auto insert the associated names and
durations) but I'll try to stick to my current basic need

nico

 

[John]

John thanks for your reply again.

Well the procedure's only function would be to delete the extra plannings
which won't be taken into account. As there are several possibilities in the
final products' definition, this form would be helpful.

Nevertheless I have some trouble understanding how project can display such
excel- or access-like forms. Do you have a post I could refer to which
describes such an HMI specifically designed for MS Project? In "fancy", I
meant show off some of my skills to my client, not design a form with
twinkling stars in it!

Defining a VB code should'nt be real issue as the functionnalities should be
very basic (e.g. if box ticked then specify amount of the specific products,
then delete what is not part of the PBS) and I have some (very basic)
knowledge of object oriented programming. I just want to automate this task
so the users do not have to go through unnecessary steps.

Afterwards it could get trickier (Auto insert the associated names and
durations) but I'll try to stick to my current basic need

nico

Nico,
I've never worked with Excel or Access Userforms but from what I
understand both of those have a little more flexibility than Userforms
for Project. Nonetheless, Project Userforms can do pretty much whatever
you need, given the knowledge and creative talent to develop them.

I'll give you a couple of resources. The first can be found via a link
on our MVP website at, http://project.mvps.org/links.htm. At the very
bottom of the page is a link to "Project 98 Visual Basic Environment
Training Materials". Even though it says "Project 98", the material is
equally applicable to current versions of Project. The only real
difference is that each new version of Project tends to expand the
Project Object model. Module 4 in the training materials covers Project
Userforms.

Fellow MVP, Rod Gill has a book out on Project VBA. The book only
devotes a couple pages to Userforms, but the rest of the book is a
valuable resource if you plan on learning more Project VBA. You can find
more information about Rod's book at, http://www.projectvbabook.com.

Hope this helps.
John
Project MVP

 

[NicoCaps]

Hi John,

thanks for your reply and advice. I had already found those links on your
MVP site. I was more keen on finding a post where the subject had already
been dealt with and explained... Also found that Alt+F11 // Insert Userform,
so I am not as lost as I thought I was. I just have to get dirty with those
code lines now.

I guess I'll post back on more specific bugs later once I'll be started with
programming.
Cheers

Nico