How to make a custom toolbar available to all users in Project Professional 2003 or in Project Professional 2002 (913678)

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Note The following information refers to Project Server 2003 and to Project Professional 2003. However, this information also applies to Project Server 2002 and to Project Professional 2002.

When an enterprise project is opened from Project Server 2003, the enterprise global template settings are applied to the project. These settings include default views, toolbars, or tables. After the enterprise global template is applied to the project, any items in the local global file that do not have the same names as the items in the enterprise global template are also applied to the project file. Therefore, if you created a custom view, table, or filter that has the same name as an item in the enterprise global template, you are prompted to rename or overwrite the custom item.

Typically, the enterprise global template takes precedence over other templates. However, the precedence of toolbars and menus is treated differently from other items in the enterprise global template. Toolbars and menus in the local global file take precedence over toolbars and menus that have the same name in the enterprise global template. Additionally, different language versions of toolbars and menus in the local global file take precedence over toolbars and menu items in the enterprise global template.

However, a custom toolbar that has a unique name in the enterprise global template file in Project Server 2003 will be available to all users of Project Professional 2003. To include a custom toolbar that has a command button to run a macro in your enterprise global template file, follow these steps.

Step 1: Create the macro

Note The macro must not be a file-specific macro.

1. Start Project Professional 2003.
2. Start a new project. Name the project Project1.
3. On the Tools menu, point to Macros, and then click Record New Macro.
4. In the Macro name box, type a name. For example, type Macro1.
5. In the Store Macro in list, click This Project.
6. Click the other appropriate options, and then click OK.

Step 2: Copy the module that includes the macro to the enterprise global template

1. On the Tools menu, point to Enterprise options, and then click Open Enterprise Global.
2. In the Checked-out Enterprise Global project, click Organizer on the Tools menu.
3. Click the Modules tab.
4. On the left, in the Modules available in list, click Project1.
5. On the right, in the Modules available in list, click Checked-out Enterprise Global. In the left pane, click the available module entry. For example, click Module1.
6. Between the panes, click Copy, and then click Close.
7. Save the enterprise global template.
8. Exit Project Professional 2003.

Step 3: Create a custom toolbar

1. Start Project Professional 2003.
2. Open Project1.
3. On the Tools menu, point to Customize, and then click Toolbars.
4. On the Toolbars tab, click New, and then type a name in the Toolbar name box. For example, type CustToolbar1, and then click OK.
5. Click the Commands tab.
6. In the Categories list, click All Macros.
7. Drag the Macro1 command from the Commands list to the toolbar.
8. Click the newly added macro button on the toolbar.
9. In the Customize dialog box, click Modify Selection.
10. Click Edit button image or Change button image, and then make the necessary changes.
11. Click Close.
12. Open the enterprise global template.
13. With the newly added button selected, click Modify Selection, and then click Assign Macro.
14. Make sure that the macro that you created appears in the Command box. This macro must not be a file-specific macro.
15. Click Close.
16. Exit Project Professional 2003.

Step 4: Copy the custom toolbar to the enterprise global template

1. Start Project Professional 2003.
2. Open the enterprise global template.
3. On the Tools menu, click Organizer.
4. Click the Toolbars tab.
5. On the left, in the Toolbars available in list, click Global (+ cached Enterprise).
6. On the right, in the Toolbars available in list, click Checked-out Global Enterprise.
7. In the left pane, click the CustToolbar1 toolbar entry. Between the panes, click Copy.
8. Close the Organizer.
9. Save and then close the enterprise global template.
10. Exit Project Professional 2003.