You can use the Organizer feature in Project Professional to move project elements in the Enterprise Global Template, such as views, reports, and toolbars, into local projects. You can also use the Organizer to rename or delete elements in the Enterprise Global Template. For example, if you created a new table in a project that other project managers in your organization also wanted to use, then you could use the Organizer to copy the table from the local project into the Enterprise Global Template, and then make that table available in all enterprise projects.

The Organizer in Project Professional enables you to copy, rename, or delete the following elements in the Enterprise Global Template:

• Calendars   Hours designated in a resource calendar or project calendar during which work can occur.
• Fields   A location in a sheet, form, or chart that contains a specific kind of information about a task, resource, or assignment.
• Filters   A feature that specifies which task or resource information is displayed or highlighted in a view.
• Forms   A type of view that gives you detailed information about an individual task or resource.
• Groups   A feature that enables you to combine or rearrange tasks or resources in a project according to specific criteria such as task duration, priority, or resource overallocation.
• Maps   A format that is used to transfer information between programs when importing or exporting data, helping to ensure that information is placed into the proper fields in the destination file.
• Modules   The location in which macros are stored in the Enterprise Global Template.
• Reports   A format in which you can print schedule information that is appropriate for the intended recipients.
• Tables   A set of columns that show specific information about a task, resource, or assignment in a sheet view.
• Toolbars   A bar that includes buttons and options that are used to carry out commands.

   Note   When you create toolbars in the Enterprise Global Template, they are not automatically available in the local Global template. To make these toolbars available in the local Global template, use the Organizer to move them to the local Global template.

• Views   The combination of one or more Gantt Chart, Resource Sheet, or other Project Professional views, and a table and a filter (if applicable).

To use the Organizer

1. Open Project Professional as a user who is assigned the Save Enterprise Global permission and connect to Project Server 2003.
2. On the Tools menu, point to Enterprise Options, and then click Open Enterprise Global.

   The Enterprise Global Template will be checked out and opened as a new (blank) project with the Enterprise Gantt Chart view displayed. The name of the project in the title bar will be Checked-out Enterprise Global.

3. In the checked-out Enterprise Global Template, on the Tools menu, click Organizer to open the Organizer dialog box.

   

4. Select the tab that you want to work with. The choices include Fields, Groups, Calendars, Toolbars, Maps, Forms, Tables, Filters, Views, Reports, and Modules.

   Each tab displays two lists boxes. You can copy, rename, and delete items to or from the Enterprise Global Template from either list.

   The bottom of each tab contains list boxes for changing the project for which you want each list to display items. For example, on the Reports tab, under the left Reports available in list, select the Enterprise Global Template file to display items from the Enterprise Global Template in the Global (+ non-cached Enterprise) list. Under the right Reports available in list, select a local project or the Global (+ cached Enterprise) project to display items in a local project.

   • To copy an item to or from the Enterprise Global Template, click Copy.
   • To remove an item from the local project or the Enterprise Global Template, click Delete.

      Note   If you select the item option in the project, it removes the item from the project. However, if you select this item from the Enterprise Global Template, clicking Delete will delete the item permanently, and you will need to re-create the view.

   • To rename an item in the local project or the Enterprise Global Template, click Rename and type the new name for the item.

   In addition, the Forms, Tables, Filters, Fields, and Groups tabs also enable you to specify whether you want to work with task- or resource-related items.

5. When you are finished using the Organizer, click Close, or, if you did not make any changes, click Cancel.
6. Save and close the Enterprise Global Template.

Updates to the Enterprise Global Template will not be available until the next time a project manager connects to the Project Server database and refreshes the locally cached Enterprise Global Template on their local computer.

Enterprise Calendars

Enterprise Calendars are an important part of the Microsoft Office Enterprise Project Management (EPM) Solution. Enterprise Calendars are the primary scheduling mechanism used to determine working time for all resource assignments in your organization. It is important to establish and agree upon a plan for Enterprise Calendars in your organization before you create them in the Enterprise Global Template.

 Note   For more information about Enterprise Calendars, see Chapter 3, Working with Enterprise Calendars, in the Microsoft Office Project Server 2003 Application Configuration Guide.

Enterprise Custom Fields

Enterprise Custom Fields are custom fields that are unique to the Enterprise Global Template. They can only be created for and assigned to enterprise projects (that is, projects saved to the Project Server database from Project Professional). You can use Enterprise Custom Fields to help to establish consistency across your organization and to ensure that fields and their lookup tables are the same for all projects and resources that are stored in the Project Server database.

 Note   For more information about Enterprise Fields, see Chapter 4, Working with Enterprise Custom Fields, in the Microsoft Office Project Server 2003 Application Configuration Guide.

Enterprise Outline Codes

Enterprise Outline Codes are custom tags for projects, tasks, and resources, which share a set of defined traits. You can use them to group projects, tasks, and resources in a variety of ways, as well as display summarized or rolled-up information about a grouping of data.

 Note   For more information about Enterprise Outline Codes, see Chapter 5, Working with Enterprise Outline Codes, in the Microsoft Office Project Server 2003 Application Configuration Guide.

Enterprise Filters

Enterprise Filters help you sort through large pools of data more quickly and help you narrow the focus of your search to exactly what you are looking for. The Enterprise Global Template includes task filters (Confirmed, Unconfirmed, Update Needed), resource filters (Confirmed assignment, Unconfirmed assignment), and filters for enterprise resources and for project team members. You can also create custom filters in the Enterprise Global Template to accommodate the way that your organization manages projects.

To work with Enterprise Filters

1. Open Project Professional as a user who is assigned the Save Enterprise Global permission and connect to Project Server 2003.
2. On the Tools menu, point to Enterprise Options, and then click Open Enterprise Global.

   The Enterprise Global Template will be checked out and opened as a new (blank) project with the Enterprise Gantt Chart view displayed. The name of the project in the title bar will be Checked-out Enterprise Global.

3. In the checked-out Enterprise Global Template, in the Project menu, point to Filtered for, and select More Filters to open the More Filters dialog box.

   

   You can use the More Filters dialog box to perform the following tasks:

   • To create or modify a task filter, click Task.
   • To create or modify a resource filter, click Resource.
   • To create a new filter, click New, and then type a new name for the filter in the Name box.
   • To modify an existing filter, click a filter name in the Filters list, and then click Edit.
4. In the Filter Definition box, under Filter, select a field name and a test.
5. In the Values column, type or select a value to test for or set a range of values by typing two values separated by a comma (,).
6. If the filter will contain more than one criteria, select new conditions on the row immediately under the first row, and then click an operator in the And/Or column of the same row.

Enterprise Forms

You can use Enterprise Forms to create custom methods of entering project-related data into projects that are regulated by the Enterprise Global Template. The Enterprise Global Template does not include any predefined forms. You can create custom forms in the Enterprise Global Template that can reflect the unique project data that your organization requires.

To work with Enterprise Forms

1. Open Project Professional as a user who is assigned the Save Enterprise Global permission and connect to Project Server 2003.
2. On the Tools menu, point to Enterprise Options, and then click Open Enterprise Global.

   The Enterprise Global Template will be checked out and opened as a new (blank) project with the Enterprise Gantt Chart view displayed. The name of the project in the title bar will be Checked-out Enterprise Global.

3. In the checked-out Enterprise Global Template, in the Tools menu, point to Customize, and then click Forms to open the Customize Forms dialog box.

   

   You can use the Customize Forms dialog box to perform the following tasks:

   • To edit an existing form, click Task or Resource, select the form that you want to modify, and then click Edit. The Microsoft Project Custom Form Editor will open. Make the changes to the form. When you are finished, from the File menu, click Save, and then click Exit to return to Project Professional.
   • To create a custom form, click Task or Resource, and then click New. In the Name box , type the name of the custom form, and then click OK.

     When creating a custom form, you can type a letter in the Key box to assign a shortcut key to use to display the form.

     To add a component to the form, in the Microsoft Project Custom Form Editor, click Text, Group Box, Button, or Fields on the Item menu.

      Note   The OK and Cancel buttons are included on new forms by default. A form can include only one of each. When you add a field, you must specify its size and position.

Enterprise Groups

You can use Enterprise Groups to combine or rearrange tasks or resources in a project according to specific criteria, such as task duration, priority, or resource overallocation. By using groups, you can categorize and display data the way you want to and can also help to define rolled-up summary data based on the group. The Enterprise Global Template does not include any predefined groups. You can customize groups to meet the specific needs of your organization.

To work with Enterprise Groups

1. Open Project Professional as a user who is assigned the Save Enterprise Global permission and connect to Project Server 2003.
2. On the Tools menu, point to Enterprise Options, and then click Open Enterprise Global.

   The Enterprise Global Template will be checked out and opened as a new (blank) project with the Enterprise Gantt Chart view displayed. The name of the project in the title bar will be Checked-out Enterprise Global.

3. In the checked-out Enterprise Global Template, on the Project menu, point to Group by, and then click More Groups to open the More Groups dialog box.

   

   You can use the More Groups dialog box to complete the following tasks:

   • To edit grouping criteria, under Groups, click Task or Resource, select a grouping criteria, and then click Edit.
   • To add a field that you want to use to group tasks or resources, in the first Then by row, below the Group by row, in the Field Name column, click an additional field.
   • To change the order in which groups appear, in the Order column, click Ascending or Descending.
   • To select formatting options that apply to the Then by row, under Group by settings for, click the options that you want in the Font, Cell background, and Pattern boxes.

   Repeat any of these tasks for each additional level of grouping.

4. click OK, and then click Apply.

    Note   To return a view to its ungrouped state, select No Group in the Group by list.

Enterprise Maps

You can use Enterprise Maps to simplify the process of importing and exporting data to and from Project, or to and from other applications or file format types. You can customize maps to meet the specific needs of your organization.

To work with Enterprise Maps

1. Open Project Professional as a user who is assigned the Save Enterprise Global permission and connect to Project Server 2003.
2. On the Tools menu, point to Enterprise Options, and then click Open Enterprise Global.

   The Enterprise Global Template will be checked out and opened as a new (blank) project with the Enterprise Gantt Chart view displayed. The name of the project in the title bar will be Checked-out Enterprise Global.

   Maps are stored in the local Global Template and the Enterprise Global Template.

    Note   You can use the Organizer to copy an existing map from a local Global template to the checked-out Enterprise Global Template. This makes the Enterprise Map available to all users in your organization. To copy a map, select Organizer from the Tools menu, and then choose the Maps tab.

3. In the checked-out Enterprise Global Template, on the File menu, point to Open. In the Open from Microsoft Office Project Server dialog box, click Open from File to open the Open dialog box.

   

4. In the Files of type list, select the file type of the file for which you want to use the data, such as CSV, TXT, or XLS, and then click Open to start the Import Wizard. Click Next.
5. On the Import Mode page, specify whether you want to import as a new project, append the data to the active project, or merge the data into the active project. Click Next.

   

6. Select the types of data that you want to import and for which you want to create maps.

   

7. On the Task Mapping, Resource Mapping, or Assignment Mapping pages of the Import Wizard, verify or edit the mapping assumptions in Project Professional, or create a new map.

   

   You can use these pages of the Import Wizard to complete the following tasks:

   • To export specific project information, type or select the field that you want in the From column, and then press Enter.
   • To add all task, resource, or assignment fields in your project to an export map, click Add All.
   • To remove all task, resource, or assignment fields from an export map, click Clear All.
   • To insert a new field above another field, click a field in the From column, and then click Insert Row.
   • To delete a field, select the field in the From column, and then click Delete Row.
   • To change the name of the field in the destination file, click the field in the To column, and then type the new name.
   • To export certain tasks or resources only, click the filter that you want in the Export filter box. To change the order of fields in the destination file, click a field in the To column, and then click the Move buttons to move the field to the position you want.
8. On the last page of the Import Wizard, click Save Map, and then type a name in the Map name text box.

   

The new map will be added to the list of predefined maps in the local Global template. To move maps from the local Global template, you must first check out the Enterprise Global Template, and then use the Organizer.

Enterprise Modules

Enterprise Modules store macros in the Enterprise Global Template. You can add macros to the Enterprise Global Template to help automate some common tasks for project managers. The Enterprise Global Template does not include any macros by default. Be sure to thoroughly test all macros before implementing them in a production environment to ensure that they are secure and that they do not corrupt project data.

To work with Enterprise Modules

1. Open Project Professional as a user who is assigned the Save Enterprise Global permission and connect to Project Server 2003.
2. On the Tools menu, point to Enterprise Options, and then click Open Enterprise Global.

   The Enterprise Global Template will be checked out and opened as a new (blank) project with the Enterprise Gantt Chart view displayed. The name of the project in the title bar will be Checked-out Enterprise Global.

3. In the checked-out Enterprise Global Template, on the Tools menu, point to Macro, and then click Visual Basic Editor.

   

4. Select Project Explorer on the View menu if it is not already visible.
5. Expand VBAProject (Checked-out Enterprise Global) in the Project Explorer window.
6. Under Microsoft Project Objects, double-click the Enterprise Module that you want to work with..
7. Add or edit the VBA code.
8. On the Tools menu, click Digital Signature.
9. In the Digital Signature dialog box, click Choose, and then select the code-signing certificate that you want to use. Click OK, and then click OK again.
10. When you are finished, point to the File menu, and then select Close and Return to Microsoft Project.

Securing VBA Macros in the Enterprise Global Template

You cannot use the Enterprise Global Template to control macro security levels. Security settings are always defined in the registry on the local computer. By default, the security level for Project Professional is set to High.

When you use Project Professional to connect to Project Server 2003 and security is set to High, Project Professional prompts you to enable macros. You cannot enable macros unless security is set to either Medium or Low. Therefore, if macros are present in the Enterprise Global Template, you must set the security level to Medium. To change the security level for Project Professional, from the Tools menu, select Macros, click Security, and then select the Security Level tab in the Security dialog box. You can set the security level to Very High, High, Medium, or Low. It is recommended that you use Group Policy to enforce the security level for all users in your organization.

It is best to digitally sign your macros so that users in your organization can select the Always trust macros from this source option in order to click Enable Macros to reset the security level to High. You can only run macros that are digitally signed when security is set to High.

Enterprise Reports

Enterprise Reports help you to format and print schedule information that is in the appropriate format for the intended recipients. The Enterprise Global Template does not include any predefined reports. You can customize reports to meet the specific needs of your organization.

To work with Enterprise Reports

1. Open Project Professional as a user who is assigned the Save Enterprise Global permission and connect to Project Server 2003.
2. On the Tools menu, point to Enterprise Options, and then click Open Enterprise Global.

   The Enterprise Global Template will be checked out and opened as a new (blank) project with the Enterprise Gantt Chart view displayed. The name of the project in the title bar will be Checked-out Enterprise Global.

3. In the checked-out Enterprise Global Template, on the View menu, click Reports to open the Reports dialog box.

   

   The following options are available in the Reports dialog box: Overview, Current Activities, Costs, Assignments, Workload, and Custom.

4. Click Custom, and then click Select to open the Custom Reports dialog box.

   

   You can use the Custom Reports dialog box to complete the following tasks:

   • To create a task or resource report, click New in the Custom Reports dialog box to open the Define New Report dialog box. Select Task, Resource, Monthly Calendar, or Crosstab, and then click OK.
   • To edit a task or resource report, select the report that you want in the Reports list, and then click Edit.
5. Click the Definition tab. You can use the Definition tab to complete the following tasks:
   • To display a different time period in a task or resource report, click the time period that you want in the Period box, and then click the number of time periods that you want to be reported as a single unit in the Count box.
   • To display a different table in a task or resource report, click the table that you want in the Table box.
   • To apply a filter to a task or resource report, click the filter that you want in the Filter box.
6. If you want to sort the data in a task or resource report, click the Sort tab, select the field that you want to sort by in the Sort by box, and then click Ascending or Descending. To sort by second or third levels of criteria, click the field that you want in the appropriate Then by box, and then click Ascending or Descending.
7. If you want to format reports for printing, in the Custom Reports dialog box, click Print to specify page setting information about printing reports.

Enterprise Tables

You can use Enterprise Tables to show specific information about tasks, resources, and assignments in a sheet view. The Enterprise Global Template includes one predefined table called Enterprise Entry. You can customize Enterprise Tables to meet the specific needs of your organization.

To work with Enterprise Tables

1. Open Project Professional as a user who is assigned the Save Enterprise Global permission and connect to Project Server 2003.
2. On the Tools menu, point to Enterprise Options, and then click Open Enterprise Global.

   The Enterprise Global Template will be checked out and opened as a new (blank) project with the Enterprise Gantt Chart view displayed. The name of the project in the title bar will be Checked-out Enterprise Global.

3. In the checked-out Enterprise Global Template, on the View menu, point to Table, and then click More Tables to open the More Tables dialog box.

   

   You can use the More Tables dialog box to perform the following tasks:

   • To create a task table, click Task, and then click New.
   • To create a resource table, click Resource, and then click New.
   • To modify a task table, click Task, click the name of the table that you want to modify in the Tables list, and then click Edit.
   • To modify a resource table, click Resource, click the name of the table that you want to modify in the Tables list, and then click Edit.
4. In the Name box , type a new name for the table. Select a field name, a data alignment, and a column width.
   • To add a column title other than the field name, type a title in the Title field and select a title alignment in the Align Title field.
   • To make the column field name wrap onto a second line, select Yes in the Header Wrapping field.
5. In the Date format box, click a date format for date fields.
6. In the Row height box, click a number to change the standard row height.
   • To prevent the first column from scrolling, select the Lock first column check box.
   • To automatically adjust row height so that all of the text fits, select the Auto-adjust header row heights check box. Tables are a building block for views although they can be selected separately.
7. Click Apply.

Enterprise Toolbars

Toolbars can contain buttons, menus, or both. The Enterprise Global Template does not include any predefined toolbars. You can customize Enterprise Toolbars to meet the specific needs of your organization.

 Note   Before toolbars that you created in the Enterprise Global Template can be available in the local Global template, you must use the Organizer to move them to the local Global template.

To work with Enterprise Toolbars

1. Open Project Professional as a user who is assigned the Save Enterprise Global permission and connect to Project Server 2003.
2. On the Tools menu, point to Enterprise Options, and then click Open Enterprise Global.

   The Enterprise Global Template will be checked out and opened as a new (blank) project with the Enterprise Gantt Chart view displayed. The name of the project in the title bar will be Checked-out Enterprise Global.

3. In the checked-out Enterprise Global Template, on the Tools menu, point to Customize, and then click Toolbars to open the Customize dialog box.
4. On the Toolbars tab, click New.

   

5. In the Toolbar name box, type the name that you want to use, and then click OK.
6. Click the Commands tab.
7. Do one of the following:
   • Add a button to the toolbar   Click a category in the Categories box, and then drag the command that you want from the Commands box to the displayed toolbar.
   • Add a built-in menu to the toolbar   In the Categories box , click Built-in Menus, and then drag the menu that you want from the Commands box to the displayed toolbar.
8. When you are finished, click Close.

The new toolbar will be added to the list of toolbars in the local Global template. To move toolbars from the local Global template, you must first check out the Enterprise Global Template, and then use the Organizer.

Enterprise Views

You can use Enterprise Views to display a subset of information entered in a project. A number of predefined views are available in Project Professional, including graphs, charts, forms, and sheets (tables). Enterprise Views in Project Professional are not the same as the Project, Project Center, Assignment, Resource Center, and Portfolio Analyzer views in Project Web Access.

To work with Enterprise Views

1. Open Project Professional as a user who is assigned the Save Enterprise Global permission and connect to Project Server 2003.
2. On the Tools menu, point to Enterprise Options, and then click Open Enterprise Global.

   The Enterprise Global Template will be checked out and opened as a new (blank) project with the Enterprise Gantt Chart view displayed. The name of the project in the title bar will be Checked-out Enterprise Global.

3. In the checked-out Enterprise Global Template, on the View menu, click More Views to open the More Views dialog box.

   

   The More Views dialog box enables you to perform the following tasks:

   • To edit an existing view, click that view in the Views list, and then click Edit.
   • To base a new view on an existing view, click an existing view in the Views list, and then click Copy.
   • To create a new view, click New, click Single view or Combination view, and then click OK.
4. If you selected the Combination view option, click the view that you want to display in the top pane in the Top box and click the view that you want to display in the bottom pane in the Bottom box .
5. To display the view on the View menu and View Bar, select the Show in menu check box.
6. Click OK, and then click Apply to test the layout.