View source for Making Multi-Project Charts for Smartsheet for Version 7.2

==Overview==

One of the strength of OnePager is its ability to create compact visual representations of '''multiple projects''' that are part of a '''single''' Smartsheet '''import source plan''' as well as create OnePager charts from '''multiple single''' Smartsheet files. These can be several projects that belong to one program or they can be several projects and programs in an organization’s portfolio. Representing '''multiple projects''' originating in a single Smartsheet '''source plan''' can, therefore, be easily done with the creative selection of '''Row and Swimlane''' fields from the Smartsheet '''source plan'''.

The OnePager Bundle '''Standalone''' application can '''import''' these '''multi-project '''Smartsheet '''import source plans''' and produce '''multi-project charts'''. 

Additionally, OnePager has the capability to '''build multi-project charts '''from individual Smartsheet '''exported''' files.

==Creating a Multi-Project Chart from a Multi-Project Smartsheet Import Source Plan==

One method for using a '''single''' Smartsheet '''import source plan''' is to add a field to your '''source plan''' with a field name of '''Project'''.   This name is recognized by OnePager and is utilized in multi-project '''Template Properties''' form shipped with the product.  An example Smartsheet '''source plan''' with the '''Project''' field is shown below:

<center>[[File:P71-8_5_3-71-(1-1)-04112022.png]]</center>
<!--<center>P71-8_5_3-71-(1-1)-04112022.png</center>-->

After configuring your Smartsheet '''source plan''' with the '''Project''' field and the necessary '''multi-project''' schedule data, you can create a useful '''multi-project''' chart by following the steps described in the next section.

Launch OnePager and '''connect''' to your Smartsheet account.  Select the '''NEW''' option on the '''OnePager Bundle Start''' form and '''select''' the Smartsheet '''multi-project file''' shown here:

<center>[[File:P72-7_2_3-72-(2)-05152023.png]]</center>
<!--<center>P72-7_2_3-72-(2)-05152023.png</center>-->

===Creating a NEW Chart from a Multi-Project Source Plan===

Next, click the '''NEW''' button on the '''OnePager Bundle Start''' form.  This accesses the '''OnePager choices''' ('''OPC''') form where clicking the '''Select''' command in the '''Please select a source file'''' sub-control group enables you to '''BROWSE Smartsheet ...''' '''import source plans''' or to select a '''RECENT''' '''import source plan''' as shown here:

<center>[[File:P71-8_5_3-71-(3)-11303031.png]]</center>
<!--<center>P71-8_5_3-71-(3)-11303031.png</center>-->

For this illustration, we'll select the '''source plan''' named '''BlueGrass Excel Project Plan-Bundle (on Smartsheet)'''.  When we do this, the '''OPC''' form is expanded to look like this:

<center>[[File:P71-8_5_3-71-(3A-1)-11303031.png]]</center>
<!--<center>P71-8_5_3-71-(3A-1)-11303031.png</center>-->

Before creating the '''NEW multi-project''' chart we must change the '''Template Properties''' form to support the creation of a chart from a '''multi-project source plan''' as described below.

===Setting up the OnePager Template Properties Form for a Multi-Project Chart===

As shown above, the '''OnePager choices''' ('''OPC''') form does not show that a '''multi-project Template Properties''' form is being used.  Before proceeding further we must change the '''Template Properties''' form's setting so that a '''multi-project Template Properties''' form is used to create the chart. This is done by clicking the '''Change''' button in the '''Starting Template''' group of the form as shown below:

<center>[[File:P71-8_5_3-71-(3B)-11303031.png]]</center>
<!--<center>P71-8_5_3-71-(3B)-11303031.png</center>-->

Clicking the '''Change''' button accesses the folder where OnePager stores Smartsheet '''Template Properties''' forms distributed with the product as shown above. Select the '''Multi-Project Gantt Chart - Detailed''' entry in the window shown above and click the '''Open''' button at the bottom of the form. When you click the '''Open''' button on the '''Open''' form shown above, OnePager changes the current '''Template Properties''' form to the '''Multi-Project Gantt Chart – Detailed Template'''.

After changing the '''Template Properties''' selection, type in the '''title of the chart''' and assure that the '''Task Selection''' sub-control group's controls are set to '''import''' the tasks you need for your chart.

===Use the Smartsheet Source Plan to Create the Chart===

You are now ready to create the multi-project chart.   First, click the '''Next>''' button (shown above) which takes you to the second page of the '''OPC''' form shown below:

<center>[[File:P71-8_5_3-71-(4-1)-11303031.png]]</center>
<!--<center>P71-8_5_3-71-(4-1)-11303031.png</center>-->

Next, check your '''field mapping settings''' or make any '''Template Properties''' form adjustments.  When you are finished, click the '''Create new chart''' button on the second page. OnePager generates a '''multi-project''' chart that looks like this:

<center>[[File:P71-8_5_3-71-(5)-11303031.png]]</center>
<!--<center>P71-8_5_3-71-(5)-11303031.png</center>-->

The chart above represents two separate projects using the swimlanes to organize the tasks/milestones for each project grouping. As the projects progress and additional projects are added, the additional swimlanes with their corresponding rows are added to the chart in future snapshots.

===Updating Charts Created from Multiple Projects in a Single Smartsheet Import Source Plan===

Eventually you want to '''update''' your '''multi-project''' chart by either '''adding''' a snapshot or '''replacing''' a snapshot.  To perform either the '''add''' or the '''replace''' snapshot, the processes described in these two referenced article references that follow can be used.

<center>
{| class="wikitable"
| [[REPLACING a Snapshot via Pull Operation for Version 7.2 | REPLACING a Snapshot via Pull Operation]] <!--7.14.1-72-->
|-
| [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] <!--7.15.1-72-->
|}
</center>

The key to making '''updates''' to '''multi-project''' charts from '''multiple-projects''' contained in a '''single''' Smartsheet '''source plan''' is the proper management of the Smartsheet '''source plan''' data in the '''source packet'''.   Recall that the '''source packet''' contains the '''import source plan''' or '''import source plans''' that are to be used to either '''create''' or '''update''' a chart.  They are stored as '''file names and path names''' in the chart’s '''.TAM''' file, and can be accessed from the OnePager '''Data''' ribbon tool bar tab’s '''Selected file(s)''' button on the ribbon as shown below:

<center>[[File:P71-8_5_3-71-(6)-11303031.png]]</center>
<!--<center>P71-8_5_3-71-(6)-11303031.png</center>-->

Validating the contents of the '''source packet''' and assuring that these are the Smartsheet '''source plans''' that were '''updated''' is an essential step before proceeding to perform a chart '''update'''.

==Creating a Multi-Project Chart from Individual Single-Project Smartsheet Import Source Plans==

===Introduction===

Suppose you have '''multiple''' Smartsheet '''source plans''' that are related and you want to create a '''single''' chart that shows the important schedule items and will be '''updated''' as the project proceeds.   Whenever chart '''updates''' are contemplated in the future OnePager requires that tasks being '''imported''' have '''unique task identifiers''' that OnePager can use to keep the '''updates''' aligned.  Smartsheet '''source plans''' have '''unique task identifiers''' built in and the data are '''imported''' when OnePager '''imports''' the Smartsheet '''source plan'''.  OnePager makes these '''unique task identifiers''' available in the OnePager  '''Chart Editor''' as the '''SmartsheetTaskID''' field which is discussed later. 

Additionally, for the best results when creating a single chart from '''multiple''' Smartsheet '''source plans''' it is very important that the sequence of columns in the '''multiple''' Smartsheet '''source plan''' spreadsheets be identical.


For more information on '''SmartsheetTaskID''', please see the section in the article at: 

<center>
{| class="wikitable"
| [[Merging the Wrong Tasks into a Chart for Version 7.2 - OnePager Bundle - Smartsheet#The SmartsheetTaskID Field | The SmartsheetTaskID Field]] <!--7.21.1-72-->
|}
</center>

===Making a Multi-Project Chart from Separate Smartsheet Source Plans===

To illustrate what is needed, let’s construct a '''multi-project''' chart from the '''BlueGrass Project Plan''' Smartsheet '''source plan''' by splitting original '''source plan''' into two distinct '''import source plans''' as shown below:

<center>'''Merlin Project Phases 1 and 2'''</center>

<center>[[File:P71-8_5_3-71-(7-1)-12022021.png]]</center>
<!--<center>P71-8_5_3-71-(7-1)-12022021.png</center>-->

<center>'''Adonis Project Phases 1 and 2'''</center>

<center>[[File:P71-8_5_3-71-(8-1)-12022021.png]]</center>
<!--<center>P71-8_5_3-71-(8-1)-12022021.png</center>-->

====Important Notes====

Each of the Smartsheet '''source plans''' above have unique '''SmartsheetTaskID''' fields with '''unique numbers''' generated by OnePager at '''source plan import'''.  It is important throughout the use of these Smartsheet '''source plans''' that these assigned unique '''SmartsheetTaskID''' numbers remain with their respective tasks.   '''Dates''' can change in the Smartsheet '''source plan's''' rows along with other '''updated''' information as the projects progress, but the '''SmartsheetTaskID''' number '''must''' remain associated with the task activity.  Tasks can be '''deleted''', but the '''deleted SmartsheetTaskID''' should not be '''reused''' for a later snapshot.  OnePager can process out of sequence '''SmartsheetTaskID''' numbers.

As mentioned above, make sure that the '''sequence of columns''' in the '''multiple''' Smartsheet '''source plans''' are all the same.

===Setting up the One Pager Template Properties Form for a Multi-Project Chart===

The next step is to select and '''update''' an appropriate '''Template Properties''' form.  

For this illustration we’ve selected the '''Multi-Project Gantt Chart – Detailed Template Properties''' form.  Once the current '''Template Properties''' form is established as a '''multiple-project Template Properties''' form, go to the '''Rows/Swimlanes''' tab and make sure that the '''Group rows into swimlanes''' and '''Label swimlanes by''' windows are set to '''Project'''.  Also, for this illustration, make sure that '''text columns''' are displayed and that the '''Custom Text Columns''' are set to '''Phase'''.  

The '''Rows/Swimlanes''' tab in the '''Template Properties''' form looks like this:

<center>[[File:P72-8_5_3-72-(9)-08142023.png]]</center>
<!--<center>P72-8_5_3-72-(9)-08142023.png</center>-->

When the steps above are completed and the '''Template Properties''' form for is '''updated''', click the '''Save and use''' button to make the modified '''Template Properties''' form the current '''Template'''.

===Create a Multi-Project Chart from Separate Multiple Smartsheet Import Source Plans===

====Launch Smartsheet and Load the First Smartsheet Import Source Plan====

Launch Smartsheet, open the first of the multi-project Smartsheet '''source plans''', and make any '''editing''' changes necessary.  In this case it’s the '''Merlin-Project Phase 1 and 2''' file.  

Next, launch OnePager Bundle.  The '''OnePager Bundle Start''' form appears.  

Click the '''NEW''' button which accesses the OnePager choices ('''OPC''') form as shown below:

<center>[[File:P71-8_5_3-71-(10)-12012021.png]]</center>
<!--<center>P71-8_5_3-71-(10)-12012021.png</center>-->

Note that the '''Merlin-Project Phase 1 and 2''' Smartsheet '''source plan''' appears in the '''Selected File(s)''' group and that the '''Add/Remove''' button is active.

====Adding the Second Smartsheet Import Source Plan==== 

Click the '''Add/Remove''' button which accesses the '''Data source selection''' form as shown below:

<center>[[File:P71-8_5_3-71-(11)-12012021.png]]</center>
<!--<center>P71-8_5_3-71-(11)-12012021.png</center>-->

We want to now '''add''' the other Smartsheet '''source plan''' to the '''source packet'''.  To do this, click the '''ADD''' button in the '''Data source selection''' form and a Windows '''Open''' form appears.  Navigate to the desired '''source plan''', select it, and then click the '''Open''' button as shown below: 

<center>[[File:P71-8_5_3-71-(12)-12012021.png]]</center>
<!--<center>P71-8_5_3-71-(12)-12012021.png</center>-->

After you’ve completed placing the second Smartsheet '''source plan''' into the '''source packet''', the window in the '''Data source selection''' form looks like this:

<center>[[File:P71-8_5_3-71-(13)-12012021.png]]</center>
<!--<center>P71-8_5_3-71-(13)-12012021.png</center>-->

When you click the '''OK''' button above, the '''OPC''' form is '''updated''' to reflect that two (2) '''source plans''' are in the '''source packet''' and the '''title''' for the new chart that we typed in as shown here:

<center>[[File:P71-8_5_3-71-(14)-12012021.png]]</center>
<!--<center>P71-8_5_3-71-(14)-12012021.png</center>-->

====Create the NEW OnePager - Smartsheet Multi-Project Chart====

When you click the '''Next>''' button, OnePager goes to the second page of the '''OPC''' form where you can confirm other settings or make any '''Template Properties''' form setting changes.  

When these confirmations are complete, click the '''Create new chart''' button.  The chart looks like this:

<center>[[File:P71-8_5_3-71-(15)-12012021.png]]</center>
<!--<center>P71-8_5_3-71-(15)-12012021.png</center>-->

Once you '''merge''' all your projects into a single snapshot, you can now '''add''' a new snapshot to the chart to show how tasks changed.

===Updating a Chart Created from Multiple Smartsheet Import Source Plans===

Eventually you want to '''update''' your '''multi-project''' chart by either '''adding''' a snapshot or '''replacing''' a snapshot with '''updated''' data.  To perform either the '''add''' or the '''replace''' snapshot, the processes described in these two referenced article references that follow can be used.

<center>
{| class="wikitable"
| [[REPLACING a Snapshot via Pull Operation for Version 7.2 | REPLACING a Snapshot via Pull Operation]] <!--7.14.1-72-->
|-
| [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] <!--7.15.1-72-->
|}
</center>

The key to making '''updated''' '''multi-project''' charts from '''multiple''' Smartsheet '''source plan''' is the proper management of the Smartsheet data in the '''source packet'''.  Recall that the '''source packet''' contains the '''source plan(s)''' that are to be used to either create or '''update''' a chart.  

They are stored as '''file names''' and '''path names''' in the chart’s '''.TAM''' '''import source plan''' and can be accessed from the '''Data''' tab’s '''Selected file(s)''' button on the ribbon as shown below:

<center>[[File:P71-8_5_3-71-(16)-12012021.png]]</center>
<!--<center>P71-8_5_3-71-(16)-12012021.png</center>-->

Validating the contents of the '''source packet''' and assuring that these are the Smartsheet '''source plans''' that were '''updated''' is an essential step before proceeding to perform a project '''update'''.

==Creating a Multi-Project Chart from Smartsheet Report Imported as a Single Source Plan==

===Introduction===

Smartsheet supports the creation of '''Smartsheet Reports''' of several kinds and in the context of OnePager we are focusing on the '''Smartsheet Reports''' created from one or more Smartsheet Gantt charts.  The procedure for creating '''Smartsheet Reports''' of '''multiple Gantt charts''' is covered within the Smartsheet Application.  In this section we'll use a '''Smartsheet Report''' made up of four (4) separate '''Smartsheet Gantt charts''' as described in the example that follows

Suppose you have '''multiple''' Smartsheet '''source plans''' that are related and you want to create a '''single''' chart from these Smartsheet '''source plans''' that are organized into a '''Smartsheet Report'''.  The chart mujst show the important schedule items and will be '''updated''' as the project proceeds.   Whenever chart '''updates''' are contemplated in the future OnePager requires that tasks being '''imported''' have '''unique task identifiers''' that OnePager can use to keep the '''updates''' aligned.  Smartsheet '''source plans''' have '''unique task identifiers''' built in and the data are '''imported''' when OnePager '''imports''' the Smartsheet '''source plan'''.  OnePager makes these '''unique task identifiers''' available in the OnePager  '''Chart Editor''' as the '''SmartsheetTaskID''' field which is discussed later. 

For more information on '''SmartsheetTaskID''', please see the section in the article at: 

<center>
{| class="wikitable"
| [[Merging the Wrong Tasks into a Chart for Version 7.2 - OnePager Bundle - Smartsheet#The SmartsheetTaskID Field | The SmartsheetTaskID Field]] <!--7.21.1-72-->
|}
</center>

===Making a Multi-Project Chart from a Smartsheet Report===

To illustrate what is needed, let’s construct a '''Smartsheet Report''' from four (4) charts related to the '''BlueGrass Project Plan''' Smartsheet '''source plan''' as shown below:

<center>'''Merlin Project Phases 1'''</center>

<center>[[File:P71-8_5_3-71-(20)-05252022.png]]</center>
<!--<center>P71-8_5_3-71-(20)-05252022.png</center>-->

<center>'''Merlin Project Phases 2'''</center>

<center>[[File:P71-8_5_3-71-(21)-05252022.png]]</center>
<!--<center>P71-8_5_3-71-(21)-05252022.png</center>-->

<center>'''Adonis Project Phases 1'''</center>

<center>[[File:P71-8_5_3-71-(22)-05252022.png]]</center>
<!--<center>P71-8_5_3-71-(22)-05252022.png</center>-->

<center>'''Adonis Project Phases 2'''</center>

<center>[[File:P71-8_5_3-71-(23)-05252022.png]]</center>
<!--<center>P71-8_5_3-71-(23)-05252022.png</center>-->

Using these four (4) Smartsheet files, create a '''Smartsheet Report''' named '''Report Project Ocean (Adonis & Merlin)''' and save it in your Smartsheet account.

====Important Note====

Each of the Smartsheet '''source plans''' above have unique '''SmartsheetTaskID''' fields with '''unique numbers''' generated by OnePager at '''source plan import'''.  It is important throughout the use of these Smartsheet '''source plans''' that these assigned unique '''SmartsheetTaskID''' numbers remain with their respective tasks.   '''Dates''' can change in the Smartsheet '''source plan's''' rows along with other '''updated''' information as the projects progress, but the '''SmartsheetTaskID''' number '''must''' remain associated with the task activity.  Tasks can be '''deleted''', but the '''deleted SmartsheetTaskID''' should not be '''reused''' for a later snapshot.  OnePager can process out of sequence '''SmartsheetTaskID''' numbers.

===Setting the One Pager Template Properties Form for a Multi-Project Chart===

The next step is to select and '''update''' an appropriate '''Template Properties''' form.  

For this illustration we’ve selected the '''Multi-Project Gantt Chart – Detailed Template Properties''' form.  Once the current '''Template Properties''' form is established as a '''multiple-project Template Properties''' form, go to the '''Rows/Swimlanes''' tab and make sure that the '''Group rows into swimlanes''' and '''Label swimlanes by''' windows are set to '''Project''' for the '''Left#1 swimlane'''.  Additionally, we want to show the four projects as swimlanes so change the label for '''Left#2 swimlane''' to '''Project name'''.  Since we plan to be interested in '''project risk''', make sure that the '''Group rows into swimlanes''' and '''Label swimlanes by''' windows are set to '''Category''' for the '''Left#3 swimlane'''.  

The '''Rows/Swimlanes''' tab in the '''Template Properties''' form looks like this:

<center>[[File:P72-8_5_3-72-(24A)-08142023.png]]</center>
<!--<center>P72-8_5_3-72-(24A)-08142023.png</center>-->

When the steps above are completed and the '''Template Properties''' form is '''updated''', click the '''Save and use''' button to make the modified '''Template Properties''' form the current '''Template'''.

===Create a Multi-Project Chart from a Smartsheet Report===

Next, launch OnePager Bundle.  The '''OnePager Bundle Start''' form appears.  

Click the '''NEW''' button which accesses the OnePager choices ('''OPC''') form.

Then, click the '''Select''' button in the '''Select File(s)''' section of the '''OPC''' form and navigate to select the '''Report Project Ocean (Adonis & Merlin)''' as shown below:

<center>[[File:P71-8_5_3-71-(25)-05252022.png]]</center>
<!--<center>P71-8_5_3-71-(25)-05252022.png</center>-->

Next, use the '''Change''' button in the '''Starting Template''' section to make sure that your updated '''Template Properties''' form is selected as shown here:

<center>[[File:P71-8_5_3-71-(26A)-06062022.png]]</center>
<!--<center>P71-8_5_3-71-(26A)-06062022.png</center>-->

With this done, name the chart '''Report Project Ocean (Adonis & Merlin)''', '''save''' it, and make sure that '''Show It''' is selected '''Task Selection''' section as shown here:

<center>[[File:P71-8_5_3-71-(27)-05252022.png]]</center>
<!--<center>P71-8_5_3-71-(27)-05252022.png</center>-->

When these confirmations are complete, click the '''Create new chart''' button.  The chart looks like this:

<center>[[File:P71-8_5_3-71-(28A)-06062022.png]]</center>
<!--<center>P71-8_5_3-71-(28A)-06062022.png</center>-->

Once you created the chart from a '''Smartsheet Report''' the chart can be managed as a single snapshot. You can now '''add''' a new snapshot to the chart to show how tasks changed by updating the constituent project charts and updating your '''Smartsheet Report''' before accessing it to create a new snapshot.

===Updating a Chart Created from a Smartsheet Report===

Eventually you want to '''update''' your '''Smartsheet Report''' based chart by either '''adding''' a snapshot or '''replacing''' a snapshot with '''updated''' data.  To perform either the '''add''' or the '''replace''' snapshot, the processes described in these two referenced article references that follow can be used.

<center>
{| class="wikitable"
| [[REPLACING a Snapshot via Pull Operation for Version 7.2 | REPLACING a Snapshot via Pull Operation]] <!--7.14.1-72-->
|-
| [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] <!--7.15.1-72-->
|}
</center>

The key to making '''updated''' '''Smartsheet Report''' created charts involving '''multiple''' Smartsheet '''source plan''' is the proper management of the Smartsheet data at the '''Smartsheet file level'''.  Recall that the '''smartsheet files''' contains the '''source plan(s)''' that are to be used to either create or '''update''' a '''Smartsheet Report''' based chart.

==Related Links==

{| class="wikitable"
| [[Creating a NEW Chart via Pull Operation Feature for Version 7.2 | Creating a NEW Chart via Pull Operation Feature]] <!--7.13.1-72-->
| [[REPLACING a Snapshot via Pull Operation for Version 7.2 | REPLACING a Snapshot via Pull Operation]] <!--7.14.1-72-->
|-
| [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] <!--7.15.1-72-->
| [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.2 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-72-->
|-
| [[Merging the Wrong Tasks into a Chart for Version 7.2 - OnePager Bundle - Smartsheet | Merging the Wrong Tasks into a Chart - OnePager Bundle - Smartsheet]] <!--7.21.1-72-->
| [[OnePager's Ribbon Tool Bar Data Tab for Version 7.2 | OnePager's Ribbon Tool Bar Data Tab]] <!--4.0.2.2.7-72-->
|}

(8.5.3-72)

[[Category:Version 7.2]]
[[Category:Standalone]]
[[Category:Basic Workflows]]
[[Category:Multi-Project Formats]]
[[Category:Conditional Import Filters]]
[[Category:Template Properties Form]]
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[[Category:Charts]]
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[[Category:Sharing Output]]
[[Category:Smartsheet]]
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