View source for Creating a NEW Chart using Wrike for Version 8.0

==Introduction==

This article addresses the '''creation of new charts''' from Wrike '''source plans'''.  Wrike '''source plans '''are processed by the OnePager Bundle '''Standalone '''edition only.  Wrike '''source plans '''are available online and OnePager Bundle requires that you '''connect '''to an authorized '''Wrike online account'''.  The '''workflow''' presented in this article is based upon OnePager Bundle '''Standalone''' and assumes that you have an authorized '''Wrike online account''' and that OnePager Bundle is already '''connected '''to that account.

==Overview Flow Chart for OnePager Bundle Standalone & Wrike==

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===Preparing the Wrike Source Plan===

Connect to your '''Wrike online account''' and access the required '''source plan'''. Set the '''Flags/Numbers''' field into the Wrike '''source plan'''.  This is the '''flag '''that OnePager uses to determine which tasks and milestones to '''import'''.  Determine which of the tasks and milestones are to be included and set the '''Flags/Numbers''' field cell to '''Yes '''for these while leaving the remainder of the task's and milestone's '''Flag '''field set to '''No''', '''0''', or '''blank'''. At this point the Wrike '''source plan''' can be '''saved''' and '''closed'''.  The OnePager Bundle '''Standalone '''edition of OnePager Bundle does not require that the Wrike '''source plan''' be launched first.  

===Launching OnePager Bundle Standalone===

Launch OnePager Bundle '''Standalone''' from the '''Desktop Icon'''.  The OnePager '''splash page '''appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Bundle Start''' form as shown below:

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When you click the '''NEW '''button, OnePager displays an abbreviated '''OnePager choices''' ('''OPC''') form.

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When you click the '''Select '''button shown above, OnePager then provides a dropdown menu for you to either choose to use the '''BROWSE Wrike …''', or click the '''RECENT '''option to access recently created Wrike '''source plan files''' as shown above.  Click''' the BROWSE Wrike … '''option as shown above access the OnePager Bundle '''Choose what to import '''form where you can select an Wrike '''source plan '''from the list of your Wrike files to load as shown here:

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When you click on the desired Wrike file to select it and then click the '''OK '''button on the '''Choose what to import''' form above, OnePager loads the selected Wrike '''source plan''' and provides you with the expanded '''OPC '''form so that you can confirm or '''edit '''the settings before OnePager creates the new chart.

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As shown above, OnePager displays the loaded Wrike '''source plan''' in the '''Selected File(s)''' group of the '''OPC''' form.  You can use the '''Add/Remove''' feature (described elsewhere) to '''edit''' the choice of Wrike '''source plan''', add additional files to the '''source packet''', and remove files.  Clicking the '''Add/Modify''' button accesses the '''Data source selection''' form as shown below:

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Since the OnePager Bundle can process various '''source plans''' from Microsoft Project, Microsoft Excel, Oracle Primavera P6, Microsoft Planner, Planisware Enterprise, Asana, and Wrike, it is necessary to assure that the '''Starting Template''' matches the '''source plan type'''.  OnePager Bundle can normally do this for you but as a reminder please check the '''Starting Template’s '''name before proceeding with filling out the rest of the '''OPC '''form.

It is recommended that the '''chart name''' selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the '''Select Tasks with ‘YES’ in field:''' is showing '''OnePager'''. We’ve added '''OnePager''' as a '''User Defined Field''' ('''UDF''') in Wrike as a '''text field''' for convenience.    Most users select '''UDF text field''' to tell OnePager which tasks and milestones to '''import''' but any '''text field''' or any '''number field''' can be used.  It is important that the '''Flag field '''represented in this window correspond to the '''Flag field''' containing the '''Yes''' and '''No '''data placed in the Wrike '''source plan'''. 

An alternative method for selecting task/milestones for '''NEW''' charts is to construct an appropriate set of '''Conditional Import Rules''' that creates a chart with the tasks/milestones desired to be '''imported''' by OnePager for your chart.  For more information on '''Conditional Import Rules''', please see the articles at:

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{| class="wikitable"
| [[Conditional Import for Version 8.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-80-->
|}
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Clicking the '''Select tasks using AI''' button accesses the '''Use AI to filter tasks form''' shown in the illustration below.  Using the accessed form, you can structure a plain English request specifying what tasks you want '''imported''' into OnePager:

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The '''Select tasks using AI''' button is a new option available in OnePager Bundle version 8.0, OnePager Pro Standalone version 8.0, and OnePager Express Standalone version 8.0. 

For more information on the '''Select tasks using AI''' option, please see the article at the link shown below:

<center>
{| class="wikitable"
| [[Task Selection Using Artificial Intelligence (AI) Task Filtering for Version 8.0 | Task Selection Using Artificial Intelligence (AI) Import Filtering]] <!--7.18.2-80-->
|}
</center>

The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the chart you are about to create.  If the '''date created''' by OnePager does not reflect the '''status date''' required, change the date by using the '''calendar''' dropdown window. As the '''source plan '''changes later on, you can create additional snapshots to show changes consistently. 

Finally, note that the '''Show file mappings''' checkbox is checked '''ON''' as shown above.  Checking this checkbox '''ON''' and pressing the '''Next>''' button takes you to the second page of the '''OPC''' form shown below:

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This form allows you to '''edit''' which Wrike '''source plan''' fields are used for various purposes such as the '''Start''' field and the '''Color by''' field.  The '''Edit current template''' button also gives you a second opportunity to '''edit''' many more initial properties of the chart by accessing the current '''Template Properties''' form. Once these choices are confirmed or '''edited''', click the '''Create new chart''' button and OnePager '''imports''' the '''flagged data''' and creates the chart.

Once the chart is created, you can '''edit''' by right-clicking task bars and milestone symbols and using the context menus commands.  You can also left-click on task bars and milestone symbols and use the '''editing Icons''' on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from '''row to row '''in the chart. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the OnePager '''Home''' ribbon tool bar tab. Then '''paste''' the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document.  If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can '''save''' all charts and snapshots after '''editing'''.

==Related Links==

{| class="wikitable"
| [[Creating a NEW Chart via Pull Operation Feature for Version 8.0 | Creating a NEW Chart via Pull Operation Feature]] <!--7.13.1-80-->
| [[REPLACING a Snapshot via Pull Operation for Version 8.0 | REPLACING a Snapshot via Pull Operation]] <!--7.14.1-80-->
|-
| [[ADDING a Snapshot via Pull Operation for Version 8.0 | ADDING a Snapshot via Pull Operation]] <!--7.15.1-80-->
| [[Custom Update (Replacing) of a Snapshot via Pull Operation for Version 8.0 | Custom Update (Replacing) of a Snapshot via Pull Operation]] <!--7.16.1-80-->
|-
| [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 8.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-80-->
| [[Task Selection Using Artificial Intelligence (AI) Task Filtering for Version 8.0 | Task Selection Using Artificial Intelligence (AI) Import Filtering]] <!--7.18.2-80-->
|}

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[[Category:Version 8.0]]
[[Category:Standalone]]
[[Category:Basic Workflows]]
[[Category:Template Properties Form]]
[[Category:Chart Properties Form]]
[[Category:Charts]]
[[Category:Tool Bar]]
[[Category:OnePager Choices Form]]
[[Category:Snapshots]]
[[Category:OnePager Bundle]]