VBA Programming for

Microsoft Office Project

Versions 98 Through 2007
Rod Gill
Microsoft Project MVP

VBA Programming for Microsoft Office Project

Versions 98 Through 2007
Copyright 2006 Rod Gill
Portions Copyright 2006 Soho Corp. dba MSProjectExperts
Publisher: Soho Corp. dba MSProjectExperts
Author: Rod Gill
Editors: Gary L. Chefetz, Dale A. Howard
Technical Editor: Ed Morrison
Copy Editor: Rodney Walker

ISBN: 0-9759828-7-7
Library of Congress Control Number: 2006931790
Official book website: http://www.projectvbabook.com

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Contents
About the Author .............................................................................. xi
About the Editors ............................................................................ xii
Introduction ....................................................................................xiii

SECTION 1: INTRODUCTION TO VBA ........................................ 1

Downloading the Sample Files ...................................................... 3
Introducing VBA ........................................................................... 3
VBA Programming Skills Needed................................................... 4
Support for Your VBA Macros ........................................................ 5

Module 01: Creating and Editing VBA Code............................... 7

Understanding the Visual Basic Editor .......................................... 9
Using the Project Explorer .......................................................... 12
Entering and Editing Code........................................................... 13
What is IntelliSense? .................................................................. 15
Understanding Modules .............................................................. 17
Using Sub Procedures .................................................................17
Using Functions..........................................................................18
Using GoSub Subroutines ............................................................18
Using Class Modules.................................................................... 18
Using UserForms......................................................................... 19

Module 02: Common VBA Code for All Office Programs .......... 21
Using Office VBA Code ................................................................ 23
Adding Comments to Your Code.................................................. 23
Understanding Objects, Methods, Properties, and Parameters ... 24
Using the With Statement ........................................................... 27
Using the MsgBox Function ......................................................... 29
Prompting the User for Inputs .................................................... 30
Understanding Functions and Procedures ................................... 31
Using Help to Learn More about VBA........................................... 33

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Contents

Module 03: Using Variables and Constants ............................. 35

Using Variables to Store Data ..................................................... 37
Declaring Variables .....................................................................37
Using a Naming Convention for Variables ......................................39
Using Constants to Store Fixed Values ........................................ 39
Controlling Variable Scope .......................................................... 41
Forcing Declared Variables...........................................................41
Protecting Variables from Unwanted Change ..................................42
Sharing Variables with Another File...............................................42
Storing Data in the Registry........................................................ 42
Working with Data Types ............................................................ 43
Handling Dates ..........................................................................43
Handling Text ............................................................................45
Using Numbers ..........................................................................48
Using Variant Variables ...............................................................49
Converting Between Variable Types ..............................................49
Compiling Your Code................................................................... 50

Module 04: Using Conditional Statements and Loops ............. 53

Structuring Your VBA Code ......................................................... 55
Using the Conditional IF Statement ............................................ 56
Working with Loops .................................................................... 58
Using the Do Loop ......................................................................58
Using the For Next Loop ..............................................................60
Using the For Each Next Loop ......................................................60

Module 05: Using Classes ....................................................... 63

Creating a Simple Class............................................................... 65

Module 06: Working with Other Applications.......................... 71

Understanding VBA Automation.................................................. 73
Adding References to Other Applications .................................... 73
Managing VBA Security ............................................................... 75
Creating a Digital Certificate ........................................................76

Module 07: Writing and Debugging Your Code ....................... 81

Using a Simple Approach to Create a VBA Macro......................... 83

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Estimating Development Time .................................................... 84

Running and Debugging Your VBA Code ..................................... 85
Using VBAs Debugging Features ..................................................86
Making Your Code Easier to Maintain .......................................... 88
Making Your Code Easier to Debug ............................................. 90

SECTION 2: MICROSOFT PROJECT VBA ESSENTIALS .............. 93

Introducing Project VBA ............................................................. 95
Downloading the Sample Files .................................................... 95

Module 08: Defining and Using Custom Fields ........................ 97

Overview of Custom Fields.......................................................... 99
Using Formulas to Support Project VBA .................................... 102
Defining Custom Fields ............................................................. 103
Using a Value List in a Custom Field............................................ 105
Using a Formula in a Custom Field.............................................. 109
Testing for an NA Date Value ..................................................... 113
Using Graphical Indicators in a Custom Field................................ 113
Defining Custom Outline Codes ................................................. 119
Deleting a Custom Field or Outline Code ................................... 124

Module 09: Using Objects, Methods, and Properties ............. 127

Understanding the Project Object Model................................... 129
Using Application-Related Objects, Methods, and Properties .... 131
Using Project-Related Objects, Methods, and Properties .......... 133
Using Project Objects................................................................ 133
Using Project Methods............................................................... 134
Using Project Properties ............................................................ 134
Using Task-Related Objects, Methods, and Properties .............. 135
Using Resource-Related Objects, Methods, and Properties ....... 137
Using Assignment-Related Objects, Methods, and Properties ... 138
Using the Object Browser ......................................................... 138

Module 10: Recording Macros............................................... 145

Understanding When to Record a Macro ................................... 147
Recording a Macro .................................................................... 147

Contents

Modifying a Recorded Macro ..................................................... 151

Storing Your VBA Code.............................................................. 153
Controlling the Size of Project .MPP Files.................................. 155
Repairing Corrupted Files ......................................................... 156

Module 11: Looping Through Your Schedule......................... 157

Looping Through All Tasks in a Project ..................................... 159
Clearing a Custom Field for Non-Summary Tasks...................... 160
Using Loops to Set Custom Field Values.................................... 161

Module 12: Creating New Objects in Microsoft Project ......... 163

Safely Creating New Objects ..................................................... 165
Creating New Views, Tables, and Filters ................................... 165
Creating a New Toolbar............................................................. 166
Creating a New Menu ................................................................ 167

Module 13: Managing Run-Time Errors................................. 171

Managing Errors........................................................................ 173
Using Resume Next Error Handling ............................................. 175
Using Goto Error Handling ......................................................... 175
Selecting an Error Handling Method ............................................ 176
Using the Err Object ................................................................. 176

Module 14: Creating and Running UserForms ....................... 179

Understanding UserForms......................................................... 181
Creating a UserForm ................................................................. 182
Adding Code to a UserForm....................................................... 184

Module 15: Using Events ...................................................... 187

What Are Events?...................................................................... 189
Using Project Events ................................................................. 189
Using Task Events ..................................................................... 190

Module 16: Creating the Project Control Center Macro ......... 195
Structuring Your Macros ........................................................... 197
Project Control Center Macro Overview .................................... 198
Designing the Project Control Center .......................................... 198

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Deliverables for Project Control Center........................................ 199

Understanding the Project Control Center Code ............................ 200

Module 17: Displaying Driving Tasks .................................... 209

Designing the Driving Task Macro ............................................. 211
Designing the Main Procedure .................................................... 212
Understanding Task Dependencies.............................................. 213
Understanding the Task Driver Code ........................................... 213
Adding a UserForm to Display the Results ................................ 222
Running the Macro from a Toolbar ............................................ 228

Module 18: Distributing Your Macros.................................... 231

Making Your Procedures Private ............................................... 233
Calling a Procedure from Another File....................................... 233
Using the Global.mpt File .......................................................... 234
Moving Macros into the Global.mpt File .................................... 234
Copying Modules and Forms to the Global.mpt ............................. 235
Adding the CopyToGlobal Toolbar Button..................................... 236
Creating a Global Macros Toolbar ............................................... 237

Module 19: Working with Timephased Data ......................... 241

Understanding Timephased Data .............................................. 243
Reading Timephased Data......................................................... 244
Exporting Timephased Data to a .csv file .................................. 246
Writing Timephased Data.......................................................... 250
Updating the Project Control Center ......................................... 252
Designing the Get Resource Procedure ........................................ 253

Module 20: Controlling Excel with Project VBA..................... 261

Using Excel for Project Reporting ............................................. 263
Understanding VBA Automation................................................ 263
Using Late Binding.................................................................... 264
Using Early Binding................................................................... 265
Connecting to an Already Open Copy of Excel ........................... 267
Exporting a List of Resources to Excel ...................................... 268
Running Excel VBA Code Using Project VBA .............................. 270
Controlling Microsoft Project from Excel ................................... 271

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Creating the S-Curves Macro in Excel........................................ 272

Completing the Who Does What When Macro ........................... 278

Module 21: Create a Cost Margin Report............................... 287

Understanding the Cost Margin Report ..................................... 289

Module 22: Consolidate Multiple Projects ............................. 295

Creating Consolidated Project Reports...................................... 297

Module 23: Changing Working Time ..................................... 303

Working with Calendars ............................................................ 305
Designing the Update Calendars Macro ..................................... 305
Create the Calendar Exceptions UserForm ................................... 306
Add the Text Class to Store Calendar Exceptions .......................... 319
Apply Calendar Changes to All Projects ....................................... 323
Add the Macro to the Project Control Center Toolbar ..................... 326

Module 24: Display Predecessor and Successor Tasks.......... 329

Working with Task Dependencies ............................................. 331
Designing the LinkedTasks Macro ............................................. 331
Understanding the TaskDependency Object.............................. 333
Understanding the TaskLinks Macro Code ................................. 334

Module 25: Miscellaneous Useful Code ................................. 343

Indenting Tasks Using VBA ....................................................... 345
Reorganizing Task Sequences ................................................... 348
Creating Formulas in Custom Fields .......................................... 349
Working with Hyperlinks........................................................... 350
Working with Subprojects......................................................... 352
Making Your Code Run Faster ................................................... 352
Timing Code Execution.............................................................. 354
Using the Windows API to Open and Save Files ........................ 356
Using File Open ........................................................................ 357
Using File Save as .................................................................... 359
Using Get Folder ...................................................................... 360
Applying the clsBrowse Class to a New Project ............................. 360

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Contents

SECTION 3: WORKING WITH DATABASES ............................ 363

Developing Project Database Code ........................................... 365
Downloading the Sample Files .................................................. 366

Module 26: Importing Data from Other Sources ................... 367

Importing Data from an Excel Workbook .................................. 369
Importing Data from an Access Database ................................. 376
Importing Data from a SQL Server Database ............................ 379

Module 27: Reading and Writing Data in a Database ............ 385

Using the PJDB.HTM File ........................................................... 387
Looping Through all Projects in a Database .............................. 389
Reading Data from a Database.................................................. 391
Creating the Database View....................................................... 391
Creating the Excel VBA Macro .................................................... 392
Writing Data to a Database ....................................................... 395

Module 28: Using the OLE DB ............................................... 403

Understanding OLEDB ............................................................... 405
Using the OLEDB Driver for Your Project Version .......................... 405
Using the OLEDB driver with Project 2007 ................................... 406
Connecting to an .MPP File Using OLEDB................................... 406

Module 29: Accessing Project Server Data from Excel .......... 415
Understanding the PJSVRDB.HTM File....................................... 417
Weekly Reporting on Project Server Data ................................. 418
Looping through All Projects ...................................................... 418
Starting Project Professional and Logging into Project Server ......... 419
Setting up the Excel Report ....................................................... 421
Reading a List of All Project Titles ............................................... 421
Reading Milestone and Current Task Data.................................... 425
Reading all Issues and Risks for a Project .................................... 427
Writing the Final VBA Code for the Excel Report Macro .................. 431
Creating a Project Program Report ........................................... 435

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Contents

Module 30: Using Project 2007 VBA ..................................... 437

Introducing Project 2007 VBA .................................................. 439
Using Named Parameters.......................................................... 440
Undoing a Macro ....................................................................... 440
Managing Custom Fields ........................................................... 442
Controlling Visual Reports ........................................................ 443
Managing Calendars.................................................................. 443
Formatting Cell Background Colors ........................................... 444
Managing Deliverables .............................................................. 445
Converting SQL Views from 2003 to 2007................................. 446

Index.................................................................................... 451

About the Author

Rod Gill is founder of New Zealand based ACE Project Systems Ltd. He has
been involved with project management his entire career and with the
advanced use of Microsoft Project since its release. Apart from doing project
management training, consulting, and Project Server implementations, Rod
has a regular sideline in VBA development, mostly for Microsoft Project.
After 8 years of software engineering to develop control systems and their
operator interfaces, Rod was drawn to VBA development and integrating
Microsoft Project with other systems. Rod is a long-time Microsoft Project
Most Valuable Professional (MVP), first winning this prestigious technical
award in 1998 for his contributions to the Microsoft communities. Rods
passion for Microsoft Project and Project VBA and for helping others has kept
him in the forefront of using Microsoft Project. Contact Rod online in the
microsoft.public.project.developer newsgroup at msnews.microsoft.com, or
e-mail him at:
[email protected]

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About the Editors

Gary Chefetz is the founder and President of the Soho Corp. and
msProjectExperts, which exist to support businesses and organizations that
choose the Microsoft enterprise project management platform. Gary has
worked with Microsoft Project since 1995 and has supported Microsoft Project
users since the introduction of Project Central in early 2000. Gary continues
to receive the prestigious Microsoft Project Most Valuable Professional (MVP)
award for his contributions. As a long-time MVP, he works closely with the
Microsoft Project product team and support organizations. Gary is dedicated
to supporting Microsoft Project Server implementations through his business
efforts with clients and through his contributions in the newsgroups. Contact
Gary Chefetz online in one of the Microsoft Project newsgroups at
msnews.microsoft.com or e-mail him at:
[email protected]
Dale Howard is an enterprise project management trainer/consultant and is
Vice President of Educational Services of msProjectExperts. Dale is a Certified
Technical Trainer (CTT) who has more than 11 years of experience training
and consulting in productivity software. He has worked with Microsoft Project
since 1997 and volunteers many hours each week answering user questions
in the various Microsoft Project communities. Dale has continued to receive
the prestigious Microsoft Project Most Valuable Professional (MVP) award
since 2004 for his expertise with the software and for his contributions to the
user communities. Dale is married to Mickey and lives in Denver, Colorado.
Contact Dale online in one of the Microsoft Project newsgroups at
msnews.microsoft.com or e-mail him at:
[email protected]
Ed Morrison is responsible for technology operations at msProjectExperts.
His first forays into project management began with Y2K efforts at a large
benefits consulting firm. Before joining our team, Ed ran numerous software
development and IT projects in several industries including pharmaceutical,
marketing, and IT.
As VP of Technology, Ed wears lots of hats including training, custom
development, and implementation consulting. A graduate of Rutgers
University in New Jersey, Ed holds a Bachelor of Arts degree. He holds a
Microsoft Certified Professional (MCP) certificate in Microsoft Project Server
and Microsoft Visual Basic. Contact Ed Morrison via e-mail at:
[email protected]

xii

Introduction
Thank you for reading VBA Programming for Microsoft Office Project,
Versions 98 Through 2007. This book teaches you to develop VBA macros for
Microsoft Project that are productive, quick to develop, and easy to maintain.
The learning examples included in this book give you a great jump start for
your own Project VBA programming projects. I document an array of useful
macros, including routines for viewing all tasks linked to the selected one,
automatically creating a consolidated snapshot of multiple project files, a
Who Does What When report exported to Excel, and more. In this book, I
teach you how to write VBA macros for Microsoft Project by explaining how to
design them for easier code maintenance.
For those of you new to VBA programming, Section 1 explains the part of
Project VBA that is common to VBA for all Microsoft Office applications.
Section 2 is specific to Project VBA and covers the full range of skills you
need to automate Microsoft Project. Section 3 documents how to read and
write data to Project databases and how to report on projects in a Project
Server database.
By reading this book, I believe you will be much more effective as a VBA
programmer. If you have specific questions, contact me in the public
Microsoft Project newsgroup (server msnews.microsoft.com):
microsoft.public.project.developer
If you are still finding programming Project VBA a hard task, please feel free
to e-mail me at [email protected] to discuss how I can help you.
Rod Gill, Microsoft Project MVP

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