View source for Smartsheet Support in OnePager Version 7.1

==Overview==

The new product from Chronicle Graphics, Inc., '''OnePager Bundle''' is based on our popular '''OnePager Pro''' for Microsoft Project and '''OnePager Express''' for Microsoft Excel.  These three products are capable of producing presentation quality '''Gantt Charts''' from Microsoft Project and Excel '''source plans'''.

In addition, '''OnePager Bundle''' in its '''Standalone '''edition can create these same presentation quality '''Gantt Charts''' from '''Smartsheet source plans'''.  This is accomplished by the '''OnePager Bundle Standalone''' edition being able to '''import''' Smartsheet '''export''' files which contain the project scheduling and related information that '''OnePager Bundle Standalone''' needs to prepare a '''Gantt Chart'''.

As a convention, whenever we refer to the '''OnePager Bundle''' in the context of Smartsheet, we'll just say '''OnePager''' when its absolutely clear that we are discussing '''OnePager''' with Smartsheet.  Since only the '''Standalone''' edition of '''OnePager Bundle''' can '''import''' Smartsheet files, we'll just leave the suffix '''"Standalone"''' off.

'''OnePager''' connects to your '''Smartsheet account''' online, '''imports '''the selected '''source plan''' and '''creates '''a '''NEW '''chart, '''UPDATEs''' an existing chart''' '''or simply '''OPENs''' an existing chart.

Once '''OnePager '''accesses a '''new''' or '''existing '''chart, you have the capability to '''edit '''the chart using the full capabilities of the OnePager '''Chart Editor'''.  Once the '''edited '''chart meets your needs you can use '''OnePager Bundle Standalone’s sharing '''features to distribute the chart to colleagues or insert the chart into a presentation application such as Microsoft PowerPoint or Microsoft Word.

==Options==

As discussed above, you have the option to '''import''' any '''Smartsheet''' file.  The file can come from any online data source where '''Smartsheet''' data resides.  Since '''OnePager''' is a local computer application, the '''Smartsheet''' files must be accessible to '''OnePager''' via an internet connection.

Launching '''OnePager''' provides three options: (1) create a '''NEW''' chart, (2) '''OPEN''' an existing chart or (3) '''UPDATE''' an existing chart.  

===NEW Chart Creation===

Creating a '''NEW''' chart is a matter of identifying the '''exported Smartsheet''' file’s location to '''OnePager''', assuring that the '''Template''' selection for this procedure references a '''Smartsheet Template Properties '''form, and deciding on the '''Tasks''' from the '''source plan''' that you want included in the chart.  When these steps are complete, '''OnePager''' displays the '''NEW''' chart in the '''Chart Editor'''.  From the '''Chart Editor''' you can '''edit''' the chart and output the chart to presentation applications like Microsoft PowerPoint or Microsoft Outlook.

===OPEN an Existing Chart===

To '''OPEN''' an existing chart, launch the '''OnePager''' application from the '''desktop icon''' and click the '''OPEN''' button on the '''OnePager Bundle Start''' form.  OnePager then displays a list of recently selected charts with the suffix ('''.tam''') and the option to '''BROWSE''' for the specific existing chart you may need.  When the desired chart ('''.tam file''') is selected, '''OnePager''' displays it in the '''Chart Editor'''.  For a '''.tam file''' associated with '''Smartsheet source plans''', '''OnePager''' attempts to connect to your '''Smartsheet '''account online and access the '''source plan '''associated with the selected '''.tam file'''.  At this point you have the option to use the features of the '''OnePager  Bundle -- Chart Editor''' or share the chart with others in the manner described previously.

===UPDATE an Existing Chart===

To '''UPDATE''' an existing chart ('''.tam file'''), access '''OnePager''' from the '''desktop icon''' and click the '''UPDATE''' button on the '''OnePager Bundle Start''' form.  '''OnePager''' accesses the selected '''.tam file''' and, since it also knows where the '''Smartsheet source plan''' file resides, '''OnePager''' automatically connect to your '''Smartsheet account '''online so that the '''source plan''' file is also accessible.  Assuming that you’ve updated the '''source plan''' file using your '''Smartsheet '''account to represent changes to the project in '''Smartsheet''', '''OnePager''' creates a '''new snapshot''' of the project as a new chart that is displayed in the '''OnePager Bundle -- Chart Editor'''.  The updated chart can then be '''edited''' or included in a presentation.

==Your Next Steps==

For those of you who have used OnePager Pro or OnePager Express previously, '''OnePager Bundle Standalone''' used with '''Smartsheet''' '''source plans''' operates consistently with OnePager Pro and OnePager Express in all respects.  All features and functions of the '''Chart Editor''' are the same.  So, once you have created your OnePager chart in the '''Chart Editor''' from your '''Smartsheet''' '''source plan''', all controls, functions, and feature of OnePager are the same.

For '''Smartsheet''' users who are new to '''OnePager''', we recommend using the referenced article below to become more familiar with the detailed step-by-step procedure for making your first OnePager chart from '''Smartsheet export''' files:

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The article link referenced above provides an illustrated step-by-step approach to creating your first OnePager chart and guides you through some of more frequently used controls for '''editing''' in the '''Chart Editor'''.  At the end of this article (below) there is a list of '''Related Links''' to articles that provide more information on '''OnePager's''' functions and controls so you can tailor your '''Gantt Charts''' to the specific needs of your schedule conversations.

==Related Links==

[https://www.onepager.com/support/whats-new/smartsheet.html Smartsheet Integration (OnePager Bundle)]

[[Installing and Activating OnePager Bundle for Version 7.1 (Portal) | Installing and Activating OnePager Bundle (Portal)]] <!--2.0.3-71-->

[[Getting Started with OnePager Pro Version 7.1]] <!--3.0.1-71-->

[[Getting Started with OnePager Express Version 7.1]] <!--3.0.2-71-->

[[Using Microsoft Project/Excel Source Plans with OnePager Bundle Version 7.1 | Using Microsoft Project/Excel Source Plans with OnePager Bundle]] <!--3.0.3.2-71-->

[[Using Smartsheet Source Plans with OnePager Version 7.1 | Using Smartsheet Source Plans with OnePager]] <!--3.0.3.3-71-->

[[Using Rows and Swimlanes for OnePager Version 7.1 | Using Rows and Swimlanes]] <!--4.0.1.5-71-->

[[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-71-->

[[Conditional Import for Version 7.1 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-71-->

[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.1 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-71-->

[[Creating and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-71-->

[[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.1 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-71-->

[[Modifying the Time Axis for Version 7.1 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-71-->

[[Managing Chart Data for Version 7.1 | Managing Chart Data (Portal)]] <!--23.0.1-71-->

[[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] <!--24.0.1-71-->

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[[Category:Version 7.1]]
[[Category:Getting Started with Version 7.1]]
[[Category:Standalone]]
[[Category:Smartsheet]]
[[Category:OnePager Bundle Start Form]]
[[Category:OnePager Choices Form]]
[[Category:Snapshots]]
[[Category:Charts]]
[[Category:Templates]]
[[Category:Editing the Chart]]
[[Category:Sharing Output]]
[[Category:Task Links]]
[[Category:Time Axis]]
[[Category:Multiple Swimlane Levels]]
[[Category:OnePager - Tool Bar]]
[[Category:Help]]
[[Category:OnePager Bundle]]