View source for Using Microsoft Project/Excel Source Plans with OnePager Bundle Version 8.0

==Introduction==

This '''Getting Started''' article provides instruction to new '''OnePager Bundle''' users where '''source plans''' are '''imported''' from Microsoft Project or Microsoft Excel either using the '''Add-in''' edition or '''Standalone''' edition of '''OnePager Bundle'''.  For users who intend to import Oracle Primavera P6 or Smartsheet '''source plans''', '''Getting Started''' instructions can be found at: 

<center>
{| class="wikitable"
| [[Using Oracle Primavera P6 Source Plans with OnePager Version 8.0 | Using Oracle Primavera P6 Source Plans with OnePager]] <!--3.0.3.1-80-->
|-
| [[Using Smartsheet Source Plans with OnePager Version 8.0 | Using Smartsheet Source Plans with OnePager]] <!--3.0.3.3-80-->
|}
</center>

This article is a complete guide for using '''OnePager Bundle''' for '''importing''' Microsoft Project/Microsoft Excel files through the creation of a OnePager Chart, '''editing''' the chart, and incorporating the chart into a schedule conversation such as '''pasting''' the chart into a Microsoft PowerPoint presentation.

===Add-in Versus Standalone for First Time Users===

The '''Overview''' sub-section contains two sub-sections:

<center>
{| class="wikitable"
| [[Using Microsoft Project/Excel Source Plans with OnePager Bundle Version 8.0#Launching OnePager Bundle Add-in for the First Time | Launching OnePager Bundle Add-in for the First Time]] <!--3.0.3.2-80-->
|-
| [[Using Microsoft Project/Excel Source Plans with OnePager Bundle Version 8.0#Launching OnePager Bundle Standalone for the First Time | Launching OnePager Bundle Standalone for the First Time]] <!--3.0.3.2-80--> 
|}
</center> 

We recommend reviewing the entire '''Overview''' sub-section before proceeding further.

===Message for OnePager Bundle Users===

For '''OnePager Bundle''' users coming to this article, the only difference you will see in the following article's sections and sub-section, is that examples and illustrations are based upon Microsoft Project '''source plans'''.  All functions and features described herein for Microsoft Project '''source plans''' apply consistently for Microsoft Excel '''source plans'''.  Where there are variations in how '''OnePager Bundle''' handles Microsoft Excel '''source plans''' differently that Microsoft  Project '''source plans''' these differences are pointed out in '''notes'''.

===Message for Previous Users of OnePager Pro or OnePager Express===

For previous users of OnePager Pro and Express, OnePager Bundle in its '''Add-in''' and '''Standalone''' editions operates exactly the same as corresponding versions of OnePager Pro and OnePager Express in their corresponding editions.

===Importing MS Project MPP Files===

'''OnePager Bundle''' has the capability to '''import''' and process MS Project .mpp files.  When '''OnePager Bundle''' originally launched in the '''OnePager Pro''' mode is presented with an .xml file formatted for Oracle Primavera P6, OnePager Bundle automatically changes it's mode of operation to the Oracle Primavera P6 '''XML import''' mode and, if the .xml file is properly formatted for Oracle Primavera P6, continues the processing and creates the chart.  If the presented .xml file is improperly formatted, '''OnePager Bundle''' displays an error message.

==Overview==

You can launch '''OnePager Bundle''' from a '''Standalone Icon''' as well as from within Microsoft Project/Microsoft Excel ('''Add-in'''). Please note that after selecting the '''Add-in''' launch option that you are not be able to launch the '''OnePager Bundle Standalone''' application.  

Only one of these applications ('''Add-in''' or '''Standalone''') can be launched at a time.  If you attempt to launch both, a warning message appears as shown below:

<center>[[File:P70-3_0_1-70-(1)-07052019.png]]</center>
<!--<center>P70-3_0_1-70-(1)-07052019.png</center>-->

If you need further information, please consult this link: 

<center>
{| class="wikitable"
| [https://www.onepager.com/support/faq.php?id=77 OnePager Doesn't Launch when the Standalone Icon is Clicked]
|}
</center>

This article provides the basic information needed for '''Getting Started''' and using '''OnePager Bundle''' ('''Add-in''') after you launch '''OnePager Bundle''' for Microsoft Project/Microsoft Excel or when you launch the '''OnePager Bundle Standalone''' edition. The sub-section providing '''Getting Started''' guidance when launching from the '''Standalone Icon''' is at: 

<center>
{| class="wikitable"
| [[Using Microsoft Project/Excel Source Plans with OnePager Bundle Version 8.0#Launching OnePager Bundle Standalone for the First Time | Launching OnePager Bundle Standalone for the First Time]] <!--3.0.3.2-80--> 
|}
</center>

The '''Getting Started''' guidance when launching from '''Add-in''' follows in the next sub-section below.

===Launching OnePager Bundle Add-in for the First Time===

The '''OnePager Bundle Add-in''' automatically displays the '''OnePager Bundle Icon''' on the Microsoft Project '''Add-in''' ribbon tool bar tab once '''OnePager Bundle''' is installed. That '''OnePager Bundle Add-in''' ribbon tool bar button set looks like this:

<center>[[File:P71-3_0_3-71-(1-1)-10252021.png]]</center>
<!--<center>P71-3_0_3-71-(1-1)-10252021.png</center>-->

Clicking the '''OnePager Bundle''' button launches the '''Chart Editor'''. Clicking the '''Templates…''' button lets you '''edit''' the '''Template Properties''' form provided with the product. For now, it is simplest to use the default '''Template Properties''' form.  

You can learn how '''Template Properties''' forms let you customize and standardize graph features later at: 

<center>
{| class="wikitable"
| [[Managing Templates for Version 8.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-80-->
|}
</center>

Before you launch '''OnePager Bundle''', it is a good idea to '''unhide''' the Microsoft Project/Microsoft Excel '''Flag''' fields that tells OnePager which Microsoft Project/Microsoft Excel '''Flag''' fields you intend to use to control the import of '''source plan''' data. '''Note:''' When you '''unhide''' a field in Microsoft Project, that field can now appear in some of Microsoft Project’s standard reports. Do not forget to '''hide''' the field again before generating such reports if you do not want the field to appear in those reports.  The selected Microsoft Project '''Flag''' field allows you to control which tasks get '''imported''' and appear in the chart and are '''saved''' in Microsoft Project for future use. For example, the '''Flag''' field (e.g., Flag20) is shown below:

<center>[[File:P61-3_0_1-61-(2)-10232017.png]]</center>
<!--<center>P61-3_0_1-61-(2)-10232017.png</center>-->

To control which tasks are '''imported''', specify the Microsoft Project/Microsoft Excel '''Flag''' field (e.g. Flag1, Flag2 … Flag20 or Show It) that you wish to use. '''Number''' fields can also be used the same as the '''Flag''' fields where a '''1''' in a '''Number''' field indicates '''Yes''' and a '''0''' in a '''Number''' field indicates '''No'''.  '''Un-hide''' that field in Microsoft Project by right-clicking in the field header area and selecting '''Insert Column''':

<center>[[File:P61-3_0_1-61-(3)-10232017.png]]</center>
<!--<center>P61-3_0_1-61-(3)-10232017.png</center>-->

Now put a '''Yes''' in this '''Flag''' field for any task that you want to graph:

<center>[[File:P61-3_0_1-61-(4)-10232017.png]]</center>
<!--<center>P61-3_0_1-61-(4)-10232017.png</center>-->

'''Note:''' For Microsoft Excel '''source plans''' a '''text''' field with '''Yes and No''' contents is typically used.  In addition a '''Numeric''' field with '''1's and 0's''' can be used.  Blanks can substitute for '''No''' and '''0'''.

When making your first chart, we strongly recommend that you select 50 or fewer tasks with '''Yes'''. Please note that '''OnePager Bundle''' is shipped with a number of fully populated '''Template Properties''' forms that are based on the Microsoft Project/Microsoft Excel '''source plans''' used in the '''OnePager Tutorial''' shipped with the product – BlueGrass Project Plan. '''Note''' that three field heading types must always be present: '''Name''', '''Start''', and '''Finish'''.  

'''Caution''' - Starting in Microsoft Project 2010, there is a '''Manual Scheduling''' mode that allows you to leave '''dates blank''' in your schedule. However, behind the scenes, these dates are still being automatically assigned to the project '''Start Date''', or to '''Today's Date''' if the project '''Start Date''' is not defined. Even though the dates appear to be undefined, they are defined behind the scenes, and are being passed to '''OnePager Bundle'''.  Because '''Today's Date''' often equals your '''Snapshot date''', it is not surprising to see all of these '''dateless tasks''' appearing near the '''time cursor'''.  

'''Solutions''' - There are two solutions available:

:1) Define the dates for your tasks and milestones in Microsoft Project. This overwrites any default dates that Microsoft Project is assigning, and makes your project schedule more consistent with your '''OnePager Bundle''' timeline. As a rule of thumb, we recommend defining dates for all tasks and milestones in your '''source plan''', especially when it comes to creating a '''OnePager Bundle''' chart.

:2) Or, remove the '''dateless tasks''' from your '''graph'''. You can leave them in your Microsoft Project '''source plan''', but by removing them from the '''graph''', you won't have to explain why certain task bars and milestone symbols are appearing in weird places when they really should not.  

To launch '''OnePager Bundle''' and make a chart, click the '''OnePager Bundle''' button on the Microsoft Project/Microsoft Excel ribbon tool bar’s '''Add-ins''' tab, which accesses the '''OnePager Bundle Start''' form:

<center>[[File:P80-3_0_3-80-(5-1)-09042025.png]]</center>
<!--<center>P80-3_0_3-80-(5-1)-09042025</center>-->

The '''OnePager Bundle Start''' form provides you with three options:

:1) '''NEW'''  Clicking the '''NEW''' button accesses the '''OnePager choices''' ('''OPC''') form.

:2) '''UPDATE'''  Clicking the '''UPDATE''' button allows you to '''BROWSE FILES''' for an existing chart or select a recently-opened chart.

:3) '''OPEN'''  Clicking the '''OPEN''' button allows you to '''BROWSE FILES''' for an existing chart or select a recently-opened chart.  

Once selected and opened, the chart is available for '''editing'''.  At this point you may wish to skip the following sub-section on '''launching OnePager Bundle Standalone''' and proceed to the sub-section covering '''Creating a New Chart''' at:

<center>
{| class="wikitable"
| [[Using Microsoft Project/Excel Source Plans with OnePager Bundle Version 8.0#Creating a New Chart | Creating a New Chart]] <!--3.0.3.2-80-->
|}
</center>

===Launching OnePager Bundle Standalone for the First Time===

'''OnePager Bundle''' can be installed so that it can also be launched from a '''Standalone Icon'''.  Additionally, you can also locate and double-click a '''.TAM''' to launch '''OnePager Bundle Standalone'''. The '''Standalone Icon''' for launching '''OnePager Bundle''' looks like this:

<center>[[File:P71-3_0_3-71-(3-1)-10252021.png]]</center>
<!--<center>P71-3_0_3-71-(3-1)-10252021.png</center>-->

Before you launch '''OnePager Bundle''', it is a good idea to '''unhide''' the Microsoft Project/Microsoft Excel '''Flag''' fields that tells '''OnePager Bundle''' which Microsoft Project/Microsoft Excel '''Flag''' fields you intend to use to control the import of '''source plan''' data. '''Note''' that when you '''unhide''' a field in Microsoft Project, that field can now appear in some of Microsoft Project’s standard reports. Do not forget to '''hide''' the field again before generating such reports if you do not want the field to appear in those reports.  The selected Microsoft Project '''Flag''' field allows you to control which tasks get graphed and are '''saved''' in Microsoft Project for future use. For example, the '''Flag''' field (e.g., Flag20) is shown below:

<center>[[File:P61-3_0_1-61-(2)-10232017.png]]</center>
<!--<center>P61-3_0_1-61-(2)-10232017.png</center>-->

To control which tasks are '''imported''', specify the Microsoft Project '''Flag''' field (e.g. Flag1, Flag2 … Flag20 or Show It) that you wish to use.  '''Number''' fields can also be used the same as the '''Flag''' fields where a '''1''' in a '''Number''' field indicates '''Yes''' and a '''0''' in a '''Number''' field indicates '''No'''. '''Unhide''' that field in Microsoft Project by right-clicking in the field header area and selecting '''Insert Column''':

<center>[[File:P61-3_0_1-61-(3)-10232017.png]]</center>
<!--<center>P61-3_0_1-61-(3)-10232017.png</center>-->

Now put a '''Yes''' in this '''Flag''' field for any task that you want to graph:

<center>[[File:P61-3_0_1-61-(4)-10232017.png]]</center>
<!--<center>P61-3_0_1-61-(4)-10232017.png</center>-->

'''Note:''' For Microsoft Excel '''source plans''' a '''text''' field with '''Yes and No''' contents is typically used.  In addition a '''Numeric''' field with '''1's and 0's''' can be used.  Blanks can substitute for '''No''' and '''0'''.

When making your first chart, we strongly recommend that you select 50 or fewer tasks with '''Yes'''. Please note that '''OnePager Bundle''' is shipped with a number of fully populated '''Templates Properties''' forms that are based on the Microsoft Project/Microsoft Excel '''source plans''' used in the tutorial also shipped with the product – BlueGrass Project Plan. '''Note''' that three field heading types must always be present: '''Name''', '''Start''', and '''Finish'''.  

'''Caution''' - Starting in Microsoft Project 2010, there is a '''Manual Scheduling''' mode that allows you to leave dates blank in your schedule.  However, behind the scenes, these dates are still being automatically assigned to the project '''Start Date''', or to '''Today's Date''' if the project '''Start Date''' is not defined. Even though the dates appear to be undefined, they are defined behind the scenes, and are being passed to '''OnePager Bundle'''. Because '''Today's Date''' often equals your '''Snapshot date''', it is not surprising to see all of these '''dateless tasks''' appearing near the time cursor.  

'''Solutions''' - There are two solutions available: 

:1) Define the dates for your tasks and milestones in Microsoft Project. This overwrites any default dates that Microsoft Project is assigning, and makes your project schedule more consistent with your '''OnePager Bundle''' timeline. As a rule of thumb, we recommend defining dates for all tasks and milestones, especially when it comes to creating a '''OnePager Bundle''' chart.

:2) Remove the '''dateless tasks''' from your '''graph'''. You can leave them in your Microsoft Project '''source plan''', but by removing them from the '''graph''', you won't have to explain why certain task bars and milestone symbols are appearing in weird places when they really should not.  

Clicking the '''OnePager Bundle Icon''' on the '''Standalone''' displays a splash page and then take you to the '''Chart Editor'''. 

<center>[[File:P80-3_0_3-80-(4)-06212024.png]]</center>
<!--<center>P80-3_0_3-80-(4)-06212024.png</center>-->


<center>[[File:P80-3_0_3-80-(5-1)-09042025.png]]</center>
<!--<center>P80-3_0_3-80-(5-1)-09042025</center>-->

The '''OnePager Bundle Start''' form provides you with three options:

:1) '''NEW'''  Clicking the '''NEW''' buttons bring up the '''OnePager choices''' ('''OPC''') form.

:2) '''UPDATE'''  Clicking the '''UPDATE''' button allows you to '''BROWSE FILES''' for an existing chart file or select a recently-opened chart.

:3) '''OPEN'''  Clicking the '''OPEN''' button allows you to '''BROWSE FILES''' for an existing chart or select a recently-opened chart.  

Once selected and opened, the chart is available for '''editing'''.  Please continue on to the next sub-section - '''Creating a New Chart'''.

==Creating a New Chart==

Clicking the '''NEW''' button accesses the abbreviated '''OnePager choices''' ('''OPC''') form as shown below:

<center>[[File:P80-3_0_3_1-80-(5-2)-09052025.png]]</center>
<!--<center>P80-3_0_3_1-80-(5-2)-09052025.png</center>-->

Next, click the '''Select''' button to access the dropdown menu where you have the options shown in the illustration below:

<center>[[File:P80-3_0_3_2-80-(6B-4)-09052025.png]]</center>
<!--<center>P80-3_0_3_2-80-(6B-4)-09052025.png</center>-->

Clicking the desired MS Project '''source plan''' entry shown above ('''BlueGrass Project Plan-with WBS.mpp''') tells '''OnePager''' which MS Project file to load under the control of the defined '''Flag20''' flag field and expands the previously abbreviated '''OnePager Choices''' form shown here:

<!--<center>[[File:P80-3_0_3_2-80-(6)-06052024.png]]</center>
<center>P80-3_0_3_2-80-(6)-06052024.png</center>-->
<center>[[File:P80-3_0_3_2-80-(6-1)-03042025.png]]</center>
<!--<center>P80-3_0_3_2-80-(6-1)-03042025.png</center>-->

===Options on the New OnePager Choices form===

The '''OPC''' form gives you more options for selecting '''source plans'''.  The illustration above shows that '''OnePager Bundle''' is initiated from Microsoft Project with the '''source plan''' shown in the '''Selected File(s)''' group shown above.  The '''Add/Remove''' button gives you the capability to '''add''' more '''source plans''' to the '''source packet''' or, for multiple file packets, to '''remove''' files. Clicking the '''Add/Remove''' button accesses the '''Data source selection''' form as shown below:

<!--<center>[[File:P80-3_0_3_2-80-(7)-06052024.png]]</center>
<center>P80-3_0_3_2-80-(7)-06052024.png</center>-->
<center>[[File:P80-3_0_3_2-80-(7-1)-03042025.png]]</center>
<!--<center>P80-3_0_3_2-80-(7-1)-03042025.png</center>-->

The '''Data source selection''' form displays the current '''source plan''' that was loaded with Microsoft Project when you clicked the '''OnePager Bundle''' button.  This form lets you '''Add''' more Microsoft Project '''source plan''' to create a '''multi-project''' chart or '''Remove''' a '''source plan''' from a '''multi-file source packet'''.  The same procedure applies when you are using Microsoft Excel as your '''source plan'''.  These options are detailed below.

===Adding a New Source Plan===

When you click the '''Add''' button, '''OnePager Bundle''' gives you the option to bring up a Windows '''Open''' form when you select the '''BROWSE FILES…''' option as shown here:

<center>[[File:P71-3_0_3_2-71-(8)-06142021.png]]</center>
<!--<center>P71-3_0_3_2-71-(8)-06142021.png</center>-->

Clicking the '''BROWSE FILES…''' option displays a Window’s '''Open''' form so you can select a Microsoft Project '''source plan''' to '''add''' to the '''source packet'''.  A sample '''Open''' form is shown below:

<center>[[File:P71-3_0_3_2-71-(9)-06142021.png]]</center>
<!--<center>P71-3_0_3_2-71-(9)-06142021.png</center>-->

When you select a desired Microsoft Project '''source plan''' and click the '''Open''' button as shown above, '''OnePager Bundle''' adds the '''source plan''' to the '''source packet''' and displays it in the '''Data source selection''' window as shown below:

<center>[[File:P71-3_0_3_2-71-(10)-06142021.png]]</center>
<!--<center>P71-3_0_3_2-71-(10)-06142021.png</center>-->

The selected '''source plan''' is '''added''' to the '''source packet''' as shown above.  '''OnePager Bundle''' shows the '''path name''' of the '''source plan''' in the window if you hover the mouse over the '''source plan''' name. If you select a recently used '''source plan''' from the dropdown menu displayed when the '''Add''' button is clicked ('''Data source selection''' form), '''OnePager Bundle''' adds that '''source plan''' to the '''source packet'''.

===Removing a Source Plan===

The '''Remove''' button allows you to remove a '''source plan''' from a '''source packet''' if that '''source plan''' is not needed to create the new chart.  To remove a '''source plan''', first select the '''source plan''' in the '''Data source selection''' form’s window so that it is highlighted in blue then click the '''Remove''' button as shown in the sequence below:

<center>[[File:P71-3_0_3_2-71-(11)-06142021.png]]</center>
<!--<center>P71-3_0_3_2-71-(11)-06142021.png</center>-->


<center>[[File:P71-3_0_3_2-71-(12-1)-06142021.png]]</center>
<!--<center>P71-3_0_3_2-71-(12-1)-06142021.png</center>-->

===Other Choices to Make===

Moving on to the other groups of the '''OPC''' form, you are asked to confirm a few things before you build the chart. '''OnePager Bundle''' makes good guesses for each of these choices, but you can change any of them:

<!--<center>[[File:P80-3_0_3_2-80-(15)-06052024.png]]</center>
<center>P80-3_0_3_2-80-(15)-06052024.png</center>-->
<center>[[File:P80-3_0_3_2-80-(15-1)-03042025.png]]</center>
<!--<center>P80-3_0_3_2-80-(15-1)-03042025.png</center>-->

====Starting Template Properties Form====

The current '''Template Properties''' form determines which fields are '''imported''' from Microsoft Project/Microsoft Excel and how the initial chart looks.  '''OnePager Bundle''' ships with many sample '''Templates Properties''' forms, but you can also customize your own '''Template Properties''' form. To choose which '''Template Properties''' form to use in building your chart, click the '''Change…''' button in the top group of the '''OPC''' form  as shown here:

<!--<center>[[File:P80-3_0_3_2-80-(15A)-06052024.png]]</center>
<center>P80-3_0_3_2-80-(15A)-06052024.png</center>-->
<center>[[File:P80-3_0_3_2-80-(15A-1)-03042025.png]]</center>
<!--<center>P80-3_0_3_2-80-(15A-1)-03042025.png</center>-->

The dropdown list shown in the illustration above only shows '''RECENT''' and '''PERMANENT Templates''' selections for the '''source plan''' type you selected previously in the '''Selected File(s)''' sub-control group above. 

'''Note''' there are Microsoft Project and Microsoft Excel '''Template Properties''' forms distributed with OnePager Bundle.  It is required that the '''Template Properties''' form you use matches the type of '''source plan''' file being imported to '''OnePager Bundle'''.  If the '''source plan''' file type and the '''Template Properties''' type do not match, '''OnePager Bundle''' issues this message:

<center>[[File:P71-3_0_3_2-71-(15AA)-06142021.png]]</center>
<!--<center>P71-3_0_3_2-71-(15AA)-06142021.png</center>-->

For now, just stick with the default '''Template Properties''' form entitled '''Single Project Gantt View – Detailed''', but you can always use a different '''Template Properties''' form to get a different type of chart.

====Title of the New Chart====

This is the '''Title''' of the chart and also the suggested '''save''' name.  You can change the '''save''' name when you save it.  We recommend that you enter a '''Title''' that helps you identify the chart later on as shown here:

<!--<center>[[File:P80-3_0_3_2-80-(15B)-06052024.png]]</center>
<center>P80-3_0_3_2-80-(15B)-06052024.png</center>-->
<center>[[File:P80-3_0_3_2-80-(15B-1)-03042025.png]]</center>
<!--<center>P80-3_0_3_2-80-(15B-1)-03042025.png</center>-->

For each chart you create, '''OnePager Bundle''' remembers '''colors, titles, legends, font sizes''', and all other '''graph properties''' so that your work is saved. Later, you can '''update''' the chart with a snapshot of how the project looks on a different date. Then you can '''browse''' through the snapshots to see how the project is changing over time.  '''OnePager Bundle''' also '''saves''' the '''path name''' associated with the '''save''' name ('''.TAM''').  '''Path names''' are not available in '''.TAMs'''  produced with versions of OnePager Pro or Express prior to version 6.0.

====Task Selection====

This is how you tell '''OnePager Bundle''' which tasks to '''import''' from your Microsoft Project '''source plan''' as indicated below:

<!--<center>[[File:P80-3_0_3_2-80-(15C)-06052024.png]]</center>
<center>P80-3_0_3_2-80-(15C)-06052024.png</center>-->
<center>[[File:P80-3_0_3_2-80-(15C-1)-03042025.png]]</center>
<!--<center>P80-3_0_3_2-80-(15C-1)-03042025.png</center>-->

Either click the '''Select all tasks''' radio button to create a chart with everything or choose a '''Flag''' field. You can make several charts from a single Microsoft Project '''source plan''', each using a different '''Flag''' or '''Number''' field.  In '''OnePager Bundle''', if no '''Flags''' are set to '''Yes''', '''OnePager Bundle''' provides you with a warning message shown below:

<center>[[File:P71-3_0_3_2-71-(15D)-06142021.png]]</center>
<!--<center>P71-3_0_3_2-71-(15D)-06142021.png</center>-->

Clicking the '''Select tasks by custom filter''' button enables the '''Edit filters...''' button.  Clicking the '''Edit filters...''' button takes you to a form that controls the '''Conditional Import Filters''' feature as shown here.  

<!--<center>[[File:P80-3_0_3_2-80-(15E)-06052024.png]]</center>
<center>P80-3_0_3_2-80-(15E)-06052024.png</center>-->
<center>[[File:P80-3_0_3_2-80-(15E-1)-03042025.png]]</center>
<!--<center>P80-3_0_3_2-80-(15E-1)-03042025.png</center>-->

For more detailed information on '''Conditional Import''', please see the article at: 

<center>
{| class="wikitable"
| [[Conditional Import for Version 8.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-80-->
|}
</center>

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:

<center>[[File:P80-3_0_3_2-80-(15Y-1)-12172024.png]]</center>
<!--<center>P80-3_0_3_2-80-(15Y-1)-12172024.png</center>-->

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>

====Snapshot Date====

This is the date of the chart and lets you keep track of how schedules change over time. The snapshot date is set by default from your Microsoft Project '''source plan's''' Project Information tab's '''Current date'''. You can change the snapshot date by clicking on the dropdown button at the window shown in the illustration below:

<!--<center>[[File:P80-3_0_3_2-80-(15F)-06052024.png]]</center>
<center>P80-3_0_3_2-80-(15F)-06052024.png</center>-->
<center>[[File:P80-3_0_3_2-80-(15F-1)-03042025.png]]</center>
<!--<center>P80-3_0_3_2-80-(15F-1)-03042025.png</center>-->

Making a calendar date selection as shown above establishes the '''snapshot date''' for the chart and the '''snapshot''' being created. Each chart can have many snapshots. Snapshots and their management are important topics.  Snapshots are the basis of how '''OnePager Bundle''' helps you track the progress of your project.  

For more information, please see the articles at:  

<center>
{| class="wikitable"
| [[Managing Chart Data for Version 8.0 | Managing Chart Data (Portal)]] <!--23.0.1-80-->
|}
</center>

====Show Field Mappings====

The '''Show field mappings''' checkbox is near the bottom of the form.  When this box is checked '''ON''' you have a chance to review and change the Microsoft Project/Microsoft Excel '''field mappings''' to '''OnePager Bundle''' before you make your first chart. To do this, click the '''Next&gt;''' button as shown here:

<!--<center>[[File:P80-3_0_3_2-80-(15G)-06052024.png]]</center>
<center>P80-3_0_3_2-80-(15G)-06052024.png</center>-->
<center>[[File:P80-3_0_3_2-80-(15G-1)-03042025.png]]</center>
<!--<center>P80-3_0_3_2-80-(15G-1)-03042025.png</center>-->

You now see the following form:

<center>[[File:P71-3_0_3_2-71-(16)-06142021.png]]</center>
<!--<center>P71-3_0_3_2-71-(16)-06142021.png</center>-->

Notice in the above form that '''OnePager Bundle''' has relied on the current '''Template Properties''' form to make some guesses on which Microsoft Project/Microsoft Excel '''source plan''' fields should be used in making the chart. You can easily change any of these '''field mappings''' by making selections from the dropdown menus. For example, shown below is how to change which '''Finish Date''' in Microsoft Project is used to create the chart's Finish Date:

<center>[[File:P71-3_0_3_2-71-(17)-06142021.png]]</center>
<!--<center>P71-3_0_3_2-71-(17)-06142021.png</center>-->

This same procedure can be used to change fields associated with Microsoft Excel '''source plans'''.

===Note for Microsoft Excel Users Importing Source Plans to OnePager Bundle===

We recommend the inclusion of an '''ID''' field with sequential numbering from top to bottom.  This assists '''OnePager Bundle''' maintain a correspondence with Microsoft Excel’s rows after the Microsoft Excel '''source plan''' is updated.

<center>[[File:X70-3_0_3-70-(3)-12082020.png]]</center>
<!--<center>X70-3_0_3-70-(3)-12082020.png</center>-->

This assists '''OnePager Bundle''' maintain a correspondence with Microsoft Excel’s rows after the Microsoft Excel '''source plan''' is updated.

===Making the Chart===

Once you are satisfied with the '''field mappings''', click the '''Create new chart''' button to '''import''' the desired Microsoft Project/Microsoft Excel '''source plan''' data and create a '''OnePager Bundle''' chart. After a second or two you see the '''Chart Editor''' form that looks like this with a chart made from a Microsoft Project '''source plan''':

<center>[[File:P80-3_0_3_2-80-(18-3)-09052025.png]]</center>
<!--<center>P80-3_0_3_2-80-(18-3)-09052025.png</center>-->

'''Note''' that each task bar or milestone symbol is '''color''' coded based on the value in the '''Resource Names''' field. The '''Legend''' contains an optional diagram near the bottom explaining that the bars inside the task bars represent '''percent complete''' extracted from Microsoft Project/Microsoft Excel. '''Percent complete''' comes from a Microsoft Project field that you specified in the '''field mappings''' form.  For Microsoft Excel, '''OnePager Bundle''' does not support the display of '''Critical Path'''.  '''Note''' that the current '''Template Properties''' form is the '''Template''' use by '''OnePager Bundle''' to create the first chart and determines how your data looks in the new chart. The '''Template Properties''' form's '''Task Bars''' tab shows where the '''color''' control is located is shown below:

<center>[[File:P72-3_0_3_2-72-(19)-08022023.png]]</center>
<!--<center>P72-3_0_3_2-72-(19)-08022023.png</center>-->

===Copying the Chart to Microsoft PowerPoint===

'''OnePager Bundle''' provides access to the Windows clipboard so you can '''copy''' the chart and '''paste''' it into another application. To copy the current chart snapshot to the clipboard click the '''Copy''' button on the '''Home''' ribbon tool bar tab as shown below:  

<center>[[File:P71-3_0_3_3-71-(37A-1)-06102021.png]]</center>
<!--<center>P71-3_0_3_3-71-(37A-1)-06102021.png</center>-->

Then launch Microsoft PowerPoint and paste the clipboard copy of the chart into a Microsoft PowerPoint slide, as shown below:

<center>[[File:P71-3_0_3_2-71-(37)-06142021.png]]</center>
<!--<center>P71-3_0_3_2-71-(37)-06142021.png</center>-->

That’s it! You’ve created a professional 1-page schedule summary from a complex Microsoft Project/Microsoft Excel schedule and copied it into a Microsoft PowerPoint presentation. You can also print the chart by selecting the '''Print''' button on the '''File''' tab. '''OnePager Bundle''' has other features that let you move task bars vertically to different '''rows and swimlanes''', change the number and levels of swimlanes, add swimlane titles, show graphic dependencies among tasks, change task bar colors, hide task bars, edit text items, add floating comment boxes, add comment boxes to task bars, and standardize on chart styles across organizations. 

To learn more about these features, read about the specific workflows in this Wiki at: 

<center>
{| class="wikitable"
| [[Basic Workflows for Version 8.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-80-->
|-
| [[Manual Editing Task/Milestone Shapes and Text Labels for Version 8.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-80-->
|}
</center>

==Opening a Chart==

The right-most button on the '''OPC''' form is the '''OPEN''' button. Clicking the '''OPEN''' button displays a dropdown menu which is the same for the '''UPDATE''' button. The options in the dropdown are discussed below:

<center>[[File:P80-3_0_3_1-80-(19A-1)-09052025.png]]</center>
<!--<center>P80-3_0_3_1-80-(19A-1)-09052025.png</center>-->

Clicking the '''BROWSE FILES...''' option accesses a Windows '''Open''' form from which you can select a '''.TAM''' that you want to open.  Selecting the desired '''.TAM''' causes '''OnePager Bundle''' to display the selected chart in the '''Chart Editor'''.  From the '''Chart Editor''', you can '''edit''' the chart, '''save it''', or '''share it''' with others. Clicking any of the '''RECENT charts''' items in the dropdown menu above causes '''OnePager Bundle''' to load the associated '''.TAM''' into the '''Chart Editor'''.

==Updating a Chart==

'''OnePager Bundle Add-in''' supports '''updates''' to your chart through the '''UPDATE''' button found on the '''OnePager Bundle Start''' form.  Clicking the '''UPDATE''' button provides the same options in terms of a dropdown list as described above for the '''OPEN''' button.  A sample '''UPDATE''' button dropdown is shown here:

<center>[[File:P80-3_0_3_2-80-(4A-1)-09052025.png]]</center>
<!--<center>P80-3_0_3_2-80-(4A-1)-09052025.png</center>-->

Updates to '''OnePager Bundle''' charts are performed by adding snapshots which are a series of charts produced from a sequentially updated Smartsheet '''source plan''' over time.  '''Updates''' can be made to existing charts in the set of existing snapshots. 

Snapshots are identified by a '''snapshot date'''.  The management of snapshots with a chart is described in the sub-sections that follow.

===Replacing A Snapshot - Updating a Chart with Changes Made to the Microsoft Project/Microsoft Excel Source Plan's Data===

Suppose, after examining the chart you created and '''saved''', you realize that it might be best to show more task bars.  This, you think, would greatly improve your schedule presentation.  '''Updating''' the chart at this point is simple.  Recall that '''OnePager Bundle''' is active and the '''Chart Editor''' is displaying the current chart you want to update.  Additionally, the Microsoft Project/Microsoft Excel '''source plan''' and the application are active.  The original chart looked like this:

<center>[[File:P80-3_0_3_2-80-(18-3)-09052025.png]]</center>
<!--<center>P80-3_0_3_2-80-(18-3)-09052025.png</center>-->

Since Microsoft Project/Microsoft Excel is still an active program and the Microsoft Project/Microsoft Excel '''source plan''' you are using is still being displayed, go back to the Microsoft Project/Microsoft Excel application and change the '''Flag20''' field setting (for the Microsoft Project example) from '''No''' to '''Yes''' for the tasks you want to now '''import''' and display.  A section of the Microsoft Project '''source plan''' where this is done is shown below:

<center>[[File:P61-3_0_1-61-(19A)-10232017.png]]</center>
<!--<center>P61-3_0_1-61-(19A)-10232017.png</center>-->

Once you’ve made the '''Flag20''' changes lines 8 through 15 in the Microsoft Project the '''source plan'''  looks like this:

<center>[[File:P61-3_0_1-61-(19B)-10232017.png]]</center>
<!--<center>P61-3_0_1-61-(19B)-10232017.png</center>-->

With the Microsoft Project '''source plan''' updated, go back to '''OnePager Bundle''' and navigate to the '''Data''' ribbon tool bar tab where you see several buttons.  To '''update''' your chart to show the additional task bars from your Microsoft Project '''source plan''', click the '''Replace Snapshot''' button as shown below:

<center>[[File:P71-3_0_3_2-71-(19C-1)-10272021.png]]</center>
<!--<center>P71-3_0_3_2-71-(19C-1)-10272021.png</center>-->

When you click the '''Replace Snapshot''' button, '''OnePager Bundle''' goes back to the Microsoft Project/Microsoft Excel '''source plan''' that you just changed, '''imports''' all the tasks that changed, and updates your chart. At the conclusion of the operation, the updated chart looks like this:

<center>[[File:P71-3_0_3_2-71-(19D-1)-10272021.png]]</center>
<!--<center>P71-3_0_3_2-71-(19D-1)-10272021.png</center>-->

The example above using a Microsoft Project '''source plan''' is just one of many uses of the '''Data''' ribbon tool bar tab’s '''Replace Snapshot''' button when you need to update a chart.  You can do this as many times as necessary until the chart is the way you need it.  In addition to adding and removing tasks by changing the Microsoft Project '''Flag20''' field, you can change '''source plan''' task '''Start Dates''', '''Finish Dates''', or '''Percent Complete''' and display these data changes in the chart.  Using the procedure above you can do this very efficiently. You can now '''save''' the chart by giving it a '''save''' name.  When you '''save''' the chart in '''OnePager Bundle''', the '''.TAM''', the Microsoft Project '''source plan name''', and '''path''' information are '''saved'''.  This is useful when you want to further update the chart or when you want to add a snapshot later on.   In the examples below we assume that the chart is '''saved''' as '''BlueGrass Project Report - Bundle'''.

===Adding a Snapshot - Adding to the Chart with Changes Made to the Microsoft Project/Microsoft Excel Source Plan's Data===

The power of '''OnePager Bundle''' is illustrated when, after a period of progress on the project, it is time to produce another chart.  '''OnePager Bundle''' produces your next snapshot with the same look and feel as the original.  assuming that the Microsoft Project/Microsoft Excel '''source plan''' was updated with '''actual start and finish, percent complete''', and other relevant data during the reporting interval, '''OnePager Bundle''' can easily generate a new snapshot.  Suppose we have the following chart created on 1/2/2019 and we want to create another graph from the updated Microsoft Project '''source plan''' on 8/1/2019.

<center>[[File:P80-3_0_3_2-80-(18-3)-09052025.png]]</center>
<!--<center>P80-3_0_3_2-80-(18-3)-09052025.png</center>-->

Before creating a new snapshot for 8/1/2019 as planned, we need to update the Microsoft Project '''source plan''' say by updating the '''Percent Complete''' for the ADONIS Subcontractor Selection task to 75%.  When the '''source plan''' is updated with this revised information we can proceed. Launch '''OnePager Bundle''' either from Microsoft Project ('''Add-in''') or from the '''Standalone Icon''' and click the '''UPDATE''' button on the '''OnePager Bundle Start''' form. Doing so accesses the following '''OnePager choices''' ('''OPC''') form shown here:

<!--<center>[[File:P80-3_0_3_2-80-(20A)-06052024.png]]</center>
<center>P80-3_0_3_2-80-(20A)-06052024.png</center>-->
<center>[[File:P80-3_0_3_2-80-(20A-2)-03042025.png]]</center>
<!--<center>P80-3_0_3_2-80-(20A-2)-03042025.png</center>-->

In the '''OPC''' form select the '''NEW snapshot at date:''' as shown above.  You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time.  To see which snapshot dates already exist, just position your mouse over the '''NEW snapshot at date:''' window to see a list of the existing dates.   

<!--<center>[[File:P80-3_0_3_2-80-(20B)-06052024.png]]</center>
<center>P80-3_0_3_2-80-(20B)-06052024.png</center>-->
<center>[[File:P80-3_0_3_2-80-(20B-1)-03042025.png]]</center>
<!--<center>P80-3_0_3_2-80-(20B-1)-03042025.png</center>-->

You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:

<!--<center>[[File:P80-3_0_3_2-80-(20C)-06052024.png]]</center>
<center>P80-3_0_3_2-80-(20C)-06052024.png</center>-->
<center>[[File:P80-3_0_3_2-80-(20C-1)-03042025.png]]</center>
<!--<center>P80-3_0_3_2-80-(20C-1)-03042025.png</center>-->

Un-check the '''Show field mappings''' checkbox '''OFF''' if you want to use the same '''field mappings''' as you used before. The bottom of the screen now looks like this:

<center>[[File:P71-3_0_3_1-71-(26)-06072021.png]]</center>
<!--<center>P71-3_0_3_1-71-(26)-06072021.png</center>-->

Pressing the large '''New''' button creates a new snapshot for the chart.   The chart opens at the new snapshot. The '''color''', '''fonts''', '''title''', and '''swimlane''' assignments are consistent between the two snapshots:

<center>[[File:P71-3_0_3_2-71-(20D-1)-10272021.png]]</center>
<!--<center>P71-3_0_3_2-71-(20D-1)-10272021.png</center>-->

You can go back and forth between the two snapshots by using the '''snapshot forward/backward''' buttons on the '''View''' ribbon tool bar tab as shown below:

<center>[[File:P80-3_0_3_2-80-(20E-3)-09052025.png]]</center>
<!--<center>P80-3_0_3_2-80-(20E-3)-09052025.png</center>-->

==Editing the Chart==

===Editing Task Bar Name Label Font Sizes===

You can always '''edit''' the '''font sizes''' and '''label positions''' on task bars and milestone symbols to optimize readability.  To do this, hold down the left mouse button and '''drag''' a selection box ('''Lasso''') that encloses many task bars and milestone symbols at once:

<center>[[File:P71-3_0_3_2-71-(29-1)-10272021.png]]</center>
<!--<center>P71-3_0_3_2-71-(29-1)-10272021.png</center>-->

When you release the mouse, the enclosed task bars and milestone symbols are all be selected:

<center>[[File:P71-3_0_3_2-71-(30-1)-10272021.png]]</center>
<!--<center>P71-3_0_3_2-71-(30-1)-10272021.png</center>-->

Click the '''Increase Font Size''' button on the '''Home''' ribbon tool bar tab shown below:

<center>[[File:P80-3_0_3_1-80-(31-2)-09052025.png]]</center>
<!--<center>P80-3_0_3_1-80-(31-2)-09052025.png</center>-->

The chart now looks something like this:

<center>[[File:P71-3_0_3_2-71-(32-1)-10272021.png]]</center>
<!--<center>P71-3_0_3_2-71-(32-1)-10272021.png</center>-->

Repeating this operation for the remaining task bars and milestone symbols (we could have done '''Select All''' and done it all at once!), we can now '''edit''' the chart so that all task bars and milestone symbols have larger '''fonts''':

<center>[[File:P80-3_0_3_2-80-(33A-2)-09052025.png]]</center>
<!--<center>P80-3_0_3_2-80-(33A-2)-09052025.png</center>-->

===Editing Task Bar Name Label Positions===

Another common '''editing''' action is to move the task bar's '''name label''' from their current positions to positions elsewhere around or on the task bar.  To do this, click the '''name label''' to select it and then click the '''Label Position''' button on the '''Home''' ribbon tool bar tab.  This action accesses the '''Label Position''' dropdown list where you can select one of the '''label positioning''' buttons as shown here:

<center>[[File:P80-3_0_3_2-80-(34-2)-09052025.png]]</center>
<!--<center>P80-3_0_3_2-80-(34-2)-09052025.png</center>-->

At this point, as an example, click the '''Left''' option in the dropdown and the selected '''name label''' is moved to the left side of the task bar as shown here:

<center>[[File:P80-3_0_3_2-80-(34A-2)-09052025.png]]</center>
<!--<center>P80-3_0_3_2-80-(34A-2)-09052025.png</center>-->

In case you change your mind about the '''last editing action''' you took, you can '''UNDO''' the '''last editing action''' by clicking the '''UNDO''' button above the '''OnePager Bundle''' ribbon tool bar tabs.  Successive clicking the '''UNDO''' button undoes '''editing''' actions in the reverse order that they were applied.

<center>[[File:P80-3_0_3_2-80-(35-2)-09052025.png]]</center>
<!--<center>P80-3_0_3_2-80-(35-2)-09052025.png</center>-->

'''Save''' the '''edited''' chart by pressing the '''Save''' button above the ribbon tool bar tab next to the '''UNDO''' button.   All of the '''font size''' changes, '''text-position''' '''edits''', and the new '''Legend''' position are now '''saved''' in case you need to '''update''' this chart with new data at a later time.

===Editing Other Chart Contents===

The examples above are just samples of '''Chart Editor''' capabilities provided for '''editing''' within the chart.  Making other '''edits''' to task bars and milestone symbols and '''name labels''' are covered in more detail in this article:  

<center>
{| class="wikitable"
| [[Manual Editing Task/Milestone Shapes and Text Labels for Version 8.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-80-->
|}
</center>

Additionally, you can add task bar and milestone symbol information related to each activity and milestone '''imported''' such as '''baseline data''', '''percent complete''' information, and '''critical path information'''.  You can add '''comment boxes''' to task bars, '''free floating comment boxes in the chart''', vertical '''curtains''', '''task links''' to show dependencies, '''multiple swimlane levels''' and '''background images'''. And you can change the chart's '''Start/End Dates''', '''add''' or '''hide''' the '''Legend''', and add '''time axis levels''' at the top, bottom, and within the '''graph''' ('''floating time axis rows'''). Further, you are able to '''edit''' task bar and milestone symbol '''shapes''', '''colors''', and '''fill patterns'''; you have controls for '''editing''' '''rows/swimlanes''', '''text columns''', '''headers and footers''' in the chart, '''background colors''', and other text information shown in the '''graph'''. 

These capabilities and the articles that provide the detailed information on how to use them can be found  at:   

<center>
{| class="wikitable"
| [[OnePager Version 8.0#Ways to Make Changes to Your Chart | Ways to Make Changes to Your Chart]] <!--0.04-80-->
|}
</center>

==Enhanced Editing Capabilities Provided with OnePager Bundle==

All editions of '''OnePager''' are distributed with all the enhanced capabilities previously available in OnePager Pro and Express.  These capabilities include '''Multiple Swimlane definition and editing''', display and editing of '''Task Links''', and additional features for displaying and editing on the '''Time Axis'''.  

===Multiple Swimlane Levels===

Previous versions of OnePager Pro and Express supported one level of '''swimlanes''' which allowed you to group '''rows''' together based on a particular '''source plan''' data field and its values. '''OnePager Bundle''' now supports '''three  swimlane levels''' which can be '''nested''' inside one another to better display a hierarchy relationship for a Program, it’s Projects, and their Phases as shown here:

<center>[[File:P70-0_4-70-(20)-03102020.png]]</center>
<!--<center>P70-0_4-70-(20)-03102020.png</center>-->

In the illustration above, the '''first swimlane level''' is “Program” and under it as the '''second swimlane level''' are its “Projects”.   The '''third swimlane level''' under each “Project” are “Phases” and the '''rows''' within each '''Phase''' show the '''task bars''' at their appropriate '''start/end dates'''. Definition and '''editing''' of these '''multiple swimlane levels''' is accomplished in the '''Template Properties''' and '''Chart Properties '''form’s '''Rows/Swimlanes '''tab that is modified to provide all the controls necessary to manage these '''multiple swimlane levels''' in the chart.  The '''Rows/Swimlanes '''tab  of the '''Chart Properties '''form is shown below:

<center>[[File:P80-3_0_3_2-80-(21-1)-06042025.png]]</center>
<!--<center>P80-3_0_3_2-80-(21-1)-06042025.png</center>-->

In addition to adding '''multiple swimlane levels''', the tab shown above is simplified by reorganizing the controls associated with '''Rows''' and '''Text Columns'''. '''Sorting''' controls for '''rows''' and '''swimlanes''' are in separate sub-control groups as shown above. There is a '''Row Borders Formatting… '''button in the '''Rows '''control group with the controls for defining and '''global editing''' of '''row borders''' and access buttons for '''Swimlane Formatting… '''and '''Text Column Formatting…'''  The controls shown above for the '''Chart Properties '''form are also found in the distributed '''Template Properties '''form’s '''Rows/Swimlanes''' tab. More detailed introductory information on the new '''Multiple Swimlane Levels''' feature can be found at these links: 

<center>
{| class="wikitable"
| [[Using Rows and Swimlanes for OnePager Version 8.0 | Using Rows and Swimlanes]] <!--4.0.1.5-80-->
|-
| [[Creating and Editing Rows and Swimlanes for Version 8.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-80-->
|} 
</center>

===Displaying Data-Driven Task Links===

'''OnePager Bundle''' is enhanced to assist you with displaying Microsoft Project '''Predecessor''' fields in your chart.  Typically, this feature is turned '''OFF''' in all '''Template Properties''' forms distributed with OnePager.  However, the feature can be turned '''ON''' either before or after the creation of a chart. To turn the '''Data-Driven Task Link''' feature '''ON''' prior to creating a chart, go to the '''Template Properties''' form you plan to uses and click on the '''Task Links''' tab and then click the '''Import predecessors''' checkbox in the '''Data-Driven Task Links''' control group as shown below:

<center>[[File:P71-3_0_3_2-71-(38-2)-10382021.png]]</center>
<!--<center>P71-3_0_3_2-71-(38-2)-10282021.png</center>-->

With the '''Import predecessors''' checkbox checked '''ON''' in the '''Template Properties''' form, the chart first created looks like this:

<center>[[File:P71-3_0_3_2-71-(39-1)-10382021.png]]</center>
<!--<center>P71-3_0_3_2-71-(39-1)-10382021.png</center>-->

To turn the '''Data-Driven Task Link''' feature '''ON''' after the chart is created, go to the '''Chart Properties''' form's '''Task Links''' tab and then click the '''Import predecessors''' checkbox '''ON''' in the '''Data-Driven Task Links''' control group as shown below:

<center>[[File:P71-3_0_3_2-71-(40-2)-10282021.png]]</center>
<!--<center>P71-3_0_3_2-71-(40-2)-10282021.png</center>-->

Once imported, '''Data-Driven Task Links''' can be '''shown''' or '''hidden''' and can be '''edited''' globally using the '''Template Properties or Chart Properties''' forms as shown above or individually using a '''task link''' right-click '''context menu'''. '''OnePager Bundle''' continues to support manual '''Task Links''' which in previous OnePager versions were called '''Event Links'''. The '''OnePager Bundle Data-Driven Task Links''' feature is flexible and powerful.  

More details are provided in the series of articles at:  

<center>
{| class="wikitable"
| [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 8.0 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-80-->
|}
</center>

===Editing the Time Axis===

'''OnePager Bundle''' is also enhanced with new capabilities and feature so you can '''edit''' the '''time axis''' and configure it to focus on specific time periods of interest in your project schedule presentation. As an example of the enhancements made to the '''time axis''' is the addition of the '''time axis cell stretch''' feature where you can lengthen the horizontal extend of any '''time axis cell''' so as to provide more space to focus on details within that time period.  An example of a stretched '''lower level time axis cell''' is shown below:

<center>[[File:P71-3_0_3_2-71-(41)-06152021.png]]</center>
<!--<center>P71-3_0_3_2-71-(41)-06152021.png</center>-->

For additional detailed information on the '''editing''' of '''time axis cells''' and other related capabilities please see this article at:  

<center>
{| class="wikitable"
| [[Modifying the Time Axis for Version 8.0 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-80-->
|}
</center>

===Graphs and Data Cells in OnePager Charts===

All OnePager '''Bundle''' editions have the capability to '''import time series''' data such as '''cost data''' and display these data in '''graphs''' and '''data cells''' as shown in the illustration below:

<center>[[File:P80-3_0_1_1-80-(50)-02032025.png]]</center>
<!--<center>P80-3_0_1_1-80-(50)-02032025.png</center>-->

'''Graphs/Data Cells''' can be '''created''' and '''edited''' using the '''Template Properties''' or '''Chart Properties''' form's '''Graphs/Data Cells''' tab shown below for the '''Chart Properties''' form:

<center>[[File:P80-3_0_3_2-80-(51A-1)-05122025.png]]</center>
<!--<center>P80-3_0_3_2-80-(51A-1)-05122025.png</center>-->

For more detailed information on '''creating''' and '''editing''' '''Graphs/Data Cells''', please see the series of articles that are available at the link in the table below:

<center>
{| class="wikitable"
| [[Creating & Editing Graphs & Data Cells in OnePager Charts for Version 8.0 | Creating & Editing Graphs & Data Cells In OnePager Charts]] <!--7.3.1-80-->
|}
</center>

===Creating and Managing Milestones on the Time Axis===

Milestone symbols from the '''chart area''' can be moved to a '''milestones on the time axis area''' which is positioned '''above''' and '''below''' the time axis as shown in the illustration below:

<center>[[File:P80-3_0_1_1-80-(52)-02032025.png]]</center>
<!--<center>P80-3_0_1_1-80-(52)-02032025.png</center>-->

Controls for the '''milestones on the time axis''' are found on the '''Time Axis''' tab and '''Calendar''' sub-tab of both the '''Template Properties''' form and Chart Properties''' form in the '''Formatting & Layout''' control group where the '''Time Axis milestone...''' button access the '''Time Axis Milestone Properties''' form shown here:

<center>[[File:P80-3_0_3_2-80-(53A)-02052025.png]]</center>
<!--<center>P80-3_0_3_2-80-(53A)-02052025.png</center>-->

Milestone symbols may be placed '''above''' or '''below''' the time axis by using the '''Conditional Formatting for Tasks & Milestones''' form which has an added column called '''Milestone Display Location''' when the '''Allow milestones on the time axis''' checkbox is checked '''ON''' in the '''Time Axis Milestones Properties''' form.  As an alternative, milestone symbols can be '''dragged and dropped''' into the '''milestones on the time axis area above''' or '''below'''.  Finally, the option exists to place all milestone symbols in the chart area into the '''milestones on the time axis area''' either '''above''' or ''' below''' as shown in the example illustration  below:

<center>[[File:P80-22_5_9-80-(13-1)-01312025.png]]</center>
<!--<center>P80-22_5_9-80-(13-1)-01312025.png</center>-->

For more detailed information on the '''Milestones on the Time Axis''' feature, please see the articles in the table below:

<center>
{| class="wikitable"
| | [[Using Conditional Formatting Rules with Milestones on the Time Axis for OnePager for Version 8.0 | Using Conditional Formatting Rules with Milestones on the Time Axis]] <!--11.23.1-80-->
|-
| [[Creating and Managing Milestones on the Time Axis with OnePager for Version 8.0 | Creating and Managing Milestones on the Time Axis]] <!--22.5.9-80-->
|}
</center>

===Display Filtering===

The '''Display Filtering''' feature provides you with the capability to '''conditionally display''' the contents of the '''Chart Area''' base on logical association between '''imported''' task and milestone properties.  

This feature only impacts the '''Chart Area’s contents''' in terms of what task bars and milestone symbols are '''shown''' in the '''Chart''' and which are '''hidden''' as a result of the application of the '''active Custom Display Filter''' form’s '''rule contents'''.

For simplicity, the '''Custom Display Filter''' form is modeled on the '''Conditional Import Rules''' form.  However, this feature provides the capability for you to '''create''', '''select''', '''clear''', '''edit''', and '''delete '''any number of '''named Conditional Display Filter''' forms that you can '''apply''' to the '''Chart Editor''' in either its '''normal mode''' or '''Presentation Mode'''.

'''Display Filtering''' does not change the contents of '''imported''' tasks and milestones and their associated '''properties'''.  The feature is focused on what task bar and milestone symbols are '''displayed''' in the '''Chart Area'''.  As a result, the content of any '''Graphs & Data Cells''' present in the '''Chart’s Graph Area''' are '''unchanged'''.

There are three (3)''' Display Filtering''' controls provided on two (2) OnePager’s tool bar tabs:

:1) On the OnePager '''View''' tool bar tab’s '''Editing '''control group with its '''Display Filter''' button for accessing the '''Custom Display Filter''' form as shown below:

<center>[[File:P80-3_0_3_2-80-(60-1)-09252025.png]]</center>
<!--<center>P80-3_0_3_2-80-(60-1)-09252025.png</center>-->

:2) Under the '''Display Filter''' button shown above as a '''dropdown arrow''' for accessing sub-commands as shown here:

<center>[[File:P80-3_0_3_2-80-(61-1)-09252025.png]]</center>
<!--<center>P80-3_0_3_2-80-(61-1)-09252025.png</center>-->

:3) On the OnePager '''Home''' tool bar tab’s '''Editing '''control group by accessing the '''Show/Hide''' button’s dropdown menu as shown below:

<center>[[File:P80-3_0_3_2-80-(62-1)-09252025.png]]</center>
<!--<center>P80-3_0_3_2-80-(62-1)-09252025.png</center>-->

To create a '''new Display Filter''' using the OnePager '''View''' tool bar tab, click the '''Display Filter''' button to access the '''Custom Display Filter''' form shown below:

<center>[[File:P80-3_0_3_2-80-(63-1)-09252025.png]]</center>
<!--<center>P80-3_0_3_2-80-(63-1)-09252025.png</center>-->

The '''Custom Display Filter''' form has a '''Display Filter Name''' window where the '''name''' of the '''Display Filter''' is placed.  The '''default name''', if you prefer not to use your own '''custom name''', is '''“Custom filter n”''' where '''n''' starts at one (1) and each '''new created Display Filter''' has a '''name''' incremented by one for each additional '''Custom Display Filter''' created.

The rest of the '''Custom Display Filter '''form is similar to the '''Conditional Import Rule''' form which is described in the articles referenced below:
<center>
{| class="wikitable"
| [https://www.onepager.com/support/faq.php?id=99#display-filters Display Filters]
|-
| [[Conditional Import for Version 8.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-80-->
|-
| [[Conditional Import for OnePager for Version 8.0 | Conditional Import Filters for OnePager]] <!--7.18.1.1-80-->
|}
</center>

The important concept to remember is that whenever '''any''' of the '''Custom Display rules''' are '''TRUE '''('''ANY of the following are true''') or '''all''' rules are '''TRUE''' ('''ALL of the following rules are true'''), the '''Chart Area''' in the '''Chart Editor''' is changed to reflect the outcome of the rules that are '''TRUE'''.

An example can illustrate this.

Suppose we have a OnePager '''Chart '''with one '''Swimlane''' defined, two '''Text Columns''' defined as '''Resource Names''' and '''Cost''' and the '''%Complete value''' for each task bar/milestone symbol next to the task bar/milestone symbol’s '''label'''.  This OnePager '''Chart''' looks like this:

<center>[[File:P80-3_0_3_2-80-(64-1)-09252025.png]]</center>
<!--<center>P80-3_0_3_2-80-(64-1)-09252025.png</center>-->

For the purpose of a schedule discussion, suppose further that the group is just interested in those task bar/milestone symbols that have '''non-zero %Complete values'''.  You could go through the entire OnePager''' Chart''' and individually''' hide''' those task bars/milestone symbols that have '''zero (0) %Complete values''' for the schedule discussion, but there is a simpler way - '''Display Filtering'''.

Just access the '''Custom Display Filter''' form and create a '''rule '''where OnePager''' displays''' only those task bars/milestone symbols that have '''non-zero %Complete values'''.  The rule in the '''Custom Display Filter''' form looks like this:

<center>[[File:P80-3_0_3_2-80-(65-1)-09252025.png]]</center>
<!--<center>P80-3_0_3_2-80-(65-1)-09252025.png</center>-->

Clicking the '''OK '''button on the above '''Custom Display Filter''' form does two things:

:1) It '''defines''' a '''Custom Display Filter''' named '''“Custom filter 1”'''.

:2) It '''updates''' the '''Chart Area''' to '''display''' those task bars/milestone symbols for which the rule is '''TRUE'''.

The resulting OnePager '''Chart '''is updated to look like the '''Chart '''shown below:

<center>[[File:P80-3_0_3_2-80-(66-1)-09252025.png]]</center>
<!--<center>P80-3_0_3_2-80-(66-1)-09252025.png</center>-->

Please be aware that when the '''OK''' button on the '''Custom Display Filter''' form is clicked, '''rows''' that are not to be '''displayed '''are '''removed''' from the '''Chart Area'''.  Accordingly, OnePager '''automatically rescales''' the '''Chart Area''' in the '''Chart Editor '''so you may have to use the OnePager '''View '''tool bar tab to '''resize''' the '''Chart Area'''.  The OnePager '''View''' tool bar tab looks like this:

<center>[[File:P80-3_0_3_2-80-(67-1)-09252025.png]]</center>
<!--<center>P80-3_0_3_2-80-(67-1)-09252025.png</center>-->

For more '''detailed information''' on the OnePager '''View''' tool bar tab, please see the article referenced below:

<center>
{| class="wikitable"
| [[OnePager's Ribbon Tool Bar View Tab for Version 8.0 | Ribbon Tool Bar - View Tab]] <!--4.0.2.2.9-80-->
|}
</center>

For more '''detailed information''' on '''Custom Display Filters''', their '''creation''', '''editing''', and '''use''', please see the article referenced below:

<center>
{| class="wikitable" 
| [[Display Filtering in Charts for OnePager for Version 8.0 | Display Filtering in Charts]] <!--7.18.4-80-->
|}
</center>

===Task/Milestone Curtains===

All OnePager editions provides a '''new feature''' whereby you can create a '''curtain''' on a task bar/milestone symbol by using a single command from the right-click '''context menu'''.  The new command is shown in the illustration below:

<center>[[File:P80-0_5_15-80-(1)-09302025.png]]</center>
<!--<center>P80-0_5_15-80-(1)-09302025.png</center>-->

Clicking the '''Task/Milestone Curtain''' command creates a basic '''curtain''' extending from the selected task bar’s '''Start Date''' to '''Finish Date''' with the same '''Color''' as the selected task bar/milestone symbol but with '''80% Transparency''' as shown below:

<center>[[File:P80-0_5_15-80-(2)-09302025.png]]</center>
<!--<center>P80-0_5_15-80-(2)-09302025.png</center>-->

Once created, the '''Task/Milestone Curtain''' is '''selectable''' with a left-click in the area of the '''curtain''' as shown here:

<center>[[File:P80-0_5_15-80-(3-1)-10032025.png]]</center>
<!--<center>P80-0_5_15-80-(3-1)-10032025.png</center>-->

When a milestone symbol is '''selected''' and a '''Task/Milestone Curtain''' is created for the '''selected''' milestone symbol, the '''Chart '''looks like this:

<center>[[File:P80-0_5_15-80-(3A)-09302025.png]]</center>
<!--<center>P80-0_5_15-80-(3A)-09302025.png</center>-->

Since milestone symbols, by definition, have a '''one day (1) duration''', to make the '''Task/Milestone Curtain''' visible, the '''default timespan''' for a '''selected''' milestone symbol’s '''Task/Milestone Curtain''' is '''fourteen (14) days''' which generally corresponds to the size of most OnePager milestone symbols.  For clarity, the '''Task/Milestone Curtain''' spans '''seven (7) days''' before and after the milestone symbol’s '''Start Date'''.

You have the capability to '''edit''' the '''default''' settings in the '''Task/Milestone Curtain Properties''' form where the '''default''' settings for a milestone symbol are shown below:

<center>[[File:P80-0_5_15-80-(3B)-09302025.png]]</center>
<!--<center>P80-0_5_15-80-(3B)-09302025.png</center>-->

As a further example, suppose the '''days before start date''' and '''days after finish date values''' for the milestone symbol in the illustration above is reduced to '''one (1) day''' each.  Doing so creates a '''Chart '''that looks like this:

<center>[[File:P80-0_5_15-80-(3C)-09302025.png]]</center>
<!--<center>P80-0_5_15-80-(3C)-09302025.png</center>-->

For more '''detailed information''' on '''Task/Milestone Curtains''', their '''creation''', '''editing''', and '''use''', please see the article referenced below:

<center>
{| class="wikitable"
| [[Creating Task/Milestone Curtains in OnePager in Version 8.0 | Creating Task/Milestone Curtains in OnePager]] <!--7.18.6-80-->
|}
</center>

==Related Links==

{| class="wikitable"
| [https://www.onepager.com/support/faq.php?id=110 Latest Version of OnePager]
| [https://www.onepager.com/support/faq.php?id=99#display-filters Display Filters]
| [https://www.onepager.com/support/faq.php?id=77 OnePager Doesn't Launch when the Standalone Icon is Clicked]
|-
| [http://www.onepager.com/about/contact_us.php Contact OnePager Support]
| [https://www.onepager.com/products/products.php Project Timeline & Gantt Chart Software]
| [https://www.onepager.com/support/faq.php?id=176 What Template Should I Choose]
|}

{| class="wikitable"
| [[What's New with OnePager Release 8.0?]] <!--0.4-80-->
<!--| [[Installing and Activating OnePager Bundle for Version 8.0 (Portal) | Installing and Activating OnePager Bundle (Portal)]] 2.0.3-80-->
| [[Getting Started with OnePager Pro Version 8.0]] <!--3.0.1-80-->
|-
| [[Getting Started with OnePager Express Version 8.0]] <!--3.0.2-80-->
| [[Using Oracle Primavera P6 Source Plans with OnePager Version 8.0 | Using Oracle Primavera P6 Source Plans with OnePager]] <!--3.0.3.1-80-->
|-
| [[Using Smartsheet Source Plans with OnePager Version 8.0 | Using Smartsheet Source Plans with OnePager]] <!--3.0.3.3-80-->
| [[Using Rows and Swimlanes for OnePager Version 8.0 | Using Rows and Swimlanes]] <!--4.0.1.5-80-->
|-
| [[OnePager's Ribbon Tool Bar Tabs for Version 8.0 | OnePager's Ribbon Tool Bar Tabs]] <!--4.0.2.2-80-->
| [[Basic Workflows for Version 8.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-80-->
|-
| [[Creating & Editing Graphs & Data Cells in OnePager Charts for Version 8.0 | Creating & Editing Graphs & Data Cells In OnePager Charts]] <!--7.3.1-80-->
| [[Conditional Import for Version 8.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-80-->
|-
| [[Display Filtering in Charts for OnePager for Version 8.0 | Display Filtering in Charts]] <!--7.18.4-80-->
| [[Creating Task/Milestone Curtains in OnePager in Version 8.0 | Creating Task/Milestone Curtains in OnePager]] <!--7.18.6-80-->
|-
| [[Manual Editing Task/Milestone Shapes and Text Labels for Version 8.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-80-->
| [[Using Conditional Formatting Rules with Milestones on the Time Axis for OnePager for Version 8.0 | Using Conditional Formatting Rules with Milestones on the Time Axis]] <!--11.23.1-80-->
|-
| [[Creating and Editing Rows and Swimlanes for Version 8.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-80-->
| [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 8.0 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-80-->
|-
| [[Modifying the Time Axis for Version 8.0 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-80-->
| [[Creating and Managing Milestones on the Time Axis with OnePager for Version 8.0 | Creating and Managing Milestones on the Time Axis]] <!--22.5.9-80-->
|-
| [[Managing Chart Data for Version 8.0 | Managing Chart Data (Portal)]] <!--23.0.1-80-->
| [[Managing Templates for Version 8.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-80-->
|-
| [[Task Selection Using Artificial Intelligence (AI) Task Filtering for Version 8.0 | Task Selection Using Artificial Intelligence (AI) Import Filtering]] <!--7.18.2-80-->
|}

(3.0.3.2-80)

[[Category:Version 8.0]]
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