Using Oracle Primavera P6 Source Plans with OnePager Version 8.0

Introduction

To use OnePager Bundle Standalone with Oracle Primavera P6 you are required to have Oracle Primavera P6 installed on your computer with OnePager Bundle, possess a valid Oracle Primavera P6 license and an account, and have Oracle Primavera P6 source plans that can be imported to OnePager Bundle. With these requirements satisfied, OnePager Bundle can access your Oracle Primavera P6 XML formatted, ZIP formatted, or XER formatted files and create a NEW chart, UPDATE an existing chart, or OPEN an already created chart residing on your computer.

This article is a complete guide for using OnePager Bundle Standalone for importing Oracle Primavera P6 XML, ZIP, or XER 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.

As a convention, whenever we refer to the OnePager Bundle in the context of Oracle Primavera P6, we'll just say OnePager when its absolutely clear that we are discussing OnePager with Oracle Primavera P6. Since only the Standalone edition of OnePager can import Oracle Primavera P6 XML formatted, XER formatted files, and ZIP formatted files containing XML formatted data, we'll just leave the suffix "Standalone" off.

Launching OnePager Using Oracle Primavera P6 Source Plans for the First Time

Preparing the Oracle Primavera P6 Source Plan

Selecting Oracle Primavera P6 Activities and/or WBS Elements to Import to OnePager

OnePager supports both Oracle Primavera P6 XML and XER export file structures. OnePager also supports Oracle Primavera P6 exported ZIP formatted files containing XML formatted source plans. As with OnePager Pro and OnePager Express, OnePager used with Oracle Primavera P6 source plans requires that you add a Flag field to your source plan that can be coded with Yes text values to indicate to OnePager that the source plan's row entry is to be imported and displayed in the Chart Editor. An example Oracle Primavera P6 source plan based on the BlueGrass Project Plan used elsewhere in this Wiki is shown below with the column Flag20 indicating the import Flag field:

To control which activities and/or WBS Elements are imported by OnePager as task bars, you need to specify the Oracle Primavera P6 field as shown above where the Oracle Primavera P6 User Defined field named Flag20 was added as a text field and the activities that we wish to import have this field's contents set to the text Yes for each activity we wish to import. When making your first chart, we strongly recommend that you select 50 or fewer tasks.

There are other methods for specifying which activities and/or WBS Elements are imported to OnePager. For more detailed information on making activity and/or WBS Element selections for import to OnePager, please see the sub-section at this article:

Selecting Activities for Import into OnePager

Please note that OnePager is shipped with a number of fully populated Templates Properties forms that are tailored to a typical Oracle Primavera P6 source plan. Note that three field heading types must always be present: Activity Name, Start, and End.

Importing Oracle Primavera P6 Source Plans into OnePager

OnePager can import either Oracle Primavera P6 XML formatted or XER formatted files. Therefore, these files must first be exported from your Oracle Primavera P6 application and stored under an appropriate file name of your choosing. Oracle Primavera P6 XML formatted and XER formatted files can be directly imported into OnePager as discussed in the next section. Since Oracle Primavera P6 XML formatted files can also be exported as ZIP file, OnePager can UNZIP these files and import these UNZIPPED XML formatted files to OnePager.

For detailed information on exporting XER formatted and XER formatted files from Oracle Primavera P6, please see the sub-section in this article at:

Exporting XML Formatted, ZIP Formatted, and XER Formatted Files from Oracle Primavera P6 to OnePager

All examples which follow in this article use Oracle Primavera P6 XER formatted files as import to OnePager.

Launching OnePager

With the requirements above satisfied, you can access your Oracle Primavera P6 XML or XER formatted source plans by first launching OnePager from your desktop using the OnePager Bundle Icon shown here:

Clicking the OnePager Bundle Icon causes a splash page to be displayed and then you are taken to the OnePager Bundle -- Chart Editor as shown in the sequence below:

The OnePager Bundle Start form shown in the above illustration provides you with three options:

1) NEW Clicking the NEW buttons accesses 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.

Creating a NEW Chart from an Oracle Primavera P6 XML or XER Source Plan

If you are launching OnePager for the first time and intend to use an exported Oracle Primavera P6 XML or XER source plan, click the NEW button which accesses the abbreviated OnePager Choices form as shown below:

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

Clicking the desired Oracle Primavera P6 source plan entry shown above (BlueGrass Project Plan.xer) tells OnePager which Oracle Primavera P6 file to load under the control of the defined Flag20 flag field and expands the previously abbreviated OnePager Choices form shown here:

Shown in the illustration above is the file name for the Oracle Primavera P6 source plan and the distributed Oracle Primavera P6 Template Properties form that OnePager selects as a starting point for you. Also shown above is the chart name selected as an example for the NEW OnePager Bundle chart. OnePager also recognizes the Oracle Primavera P6 Flag20 field as the import selection field because its contents are Yes and blanks. At this point you can change the Template Properties form used to build the chart by clicking the Change button in the Starting Template sub-section of the OnePager Choices form. You can change the chart name at any time before clicking the Create new chart button.

Options on the New OnePager Choices form

The OPC form gives you more options for selecting source plans. The illustration above shows that OnePager is initiated from Oracle Primavera P6 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, or to remove files. Clicking the Add/Remove button accesses the Data source selection form as shown below:

The Data source selection form displays the current source plan that was loaded when you launched OnePager. This form lets you Add more Oracle Primavera P6 source plans to create a multi-project chart or Remove a source plan from a multi-file source packet. These options are detailed below.

Adding a New Source Plan

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

Clicking the BROWSE FILES… option displays a Window’s Open form so you can select an Oracle Primavera P6 source plan to add to the source packet. A sample Open form is shown below:

When you select a desired Oracle Primavera P6 source plan and click the Open button as shown above, OnePager adds the source plan to the source packet and displays it in the Data source selection window as shown below:

The selected source plan is added to the source packet as shown above. OnePager 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 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 grid so that it is highlighted in blue then click the Remove button as shown in the sequence below:

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 makes good guesses for each of these choices, but you can change any of them:

Starting Template Properties Form

The current Template Properties form determines which fields are imported from Oracle Primavera P6 source plan files and how the initial chart looks. OnePager 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:

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.

When using OnePager with Oracle Primavera P6 source plans it is required that you use Oracle Primavera P6 Template Properties forms. If OnePager detects that there is a mismatch between source plan file type and the Template Properties form, a warning message is provided.

For now, just stick with the default Template Properties form entitled Single Project Gantt View – Detailed for Primavera, 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:

For each chart you create, OnePager 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 also saves the path name associated with the chart's save name (.TAM).

Task Selection

In this section of the form you tell OnePager which activities to import from your Oracle Primavera P6 source plan as indicated below:

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 Oracle Primavera P6 source plan, each using a different Flag field. In OnePager, if no Flags are set to Yes, OnePager provides you with a warning message shown below:

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.

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

Conditional Import Filters (Portal)

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:

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:

Task Selection Using Artificial Intelligence (AI) Import Filtering

Snapshot Date

This is the date of the chart and lets you keep track of how schedules change over time. The snapshot date source is set by default from your Oracle Primavera P6 source plan's Current date. You have the option to change the snapshot date source to the Last-modified date or for Oracle Primavera P6 XML formatted source plans to the Data date available from the XML source plan. To change the Default snapshot date source, go to the Chart Properties form's Advanced tab's Default snapshot date section and change the setting of the radio button as shown below:

You can change the snapshot date by clicking on the dropdown button at the window shown in the illustration below:

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 helps you track the progress of your project.

For more information on Snapshots and their Management, please see the articles at:

Managing Chart Data (Portal)

Show Field Mappings

The Show field mappings checkbox is near the bottom of the form. When this checkbox is checked ON you have a chance to review and change the Oracle Primavera P6 field mappings to OnePager before you make your first chart. To do this, click the Next> button as shown here:

You now see the following form:

Notice in the above form that OnePager has relied on the current Template Properties form to make some guesses on which Oracle Primavera P6 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 in Oracle Primavera P6 is used to create the chart's Finish:

Creating the Chart

We've gone ahead and selected a more elaborate Template Properties form so when the Create new chart button is clicked, the Oracle Primavera P6 source plan is imported and used to create the OnePager chart shown here:

Copying the Chart to Microsoft PowerPoint

OnePager 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:

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

That’s it! You’ve created a professional 1-page schedule summary from a complex Oracle Primavera P6 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:

Basic Workflows (Portal)

Manual Editing Task/Milestone Shapes and Text Labels (Portal)

Opening a Chart

The OnePager Bundle's OnePager Start form has two additional buttons for accessing existing charts built with OnePager (OPEN) and for specifically updating an existing chart with updated source plan information (UPDATE).

The right-most button on the OnePager Start 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:

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 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 to load the associated .TAM into the Chart Editor.

Updating a Chart

OnePager 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:

Updates to OnePager charts are performed by adding snapshots which are a series of charts produced from a sequentially updated Oracle Primavera P6 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 Oracle Primavera P6 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 is active and the Chart Editor is displaying the current chart you want to update. At this point the updated Oracle Primavera P6 source plan should be updated and its updated XER or XML file exported to some file location on your computer. The original chart looked like this:

Since Oracle Primavera P6 is still an active program and the Oracle Primavera P6 source plan you are using is still being displayed, go back to the Oracle Primavera P6 application and change the Flag20 field setting from blank to Yes for the activities you want to now import and display. A section of the Oracle Primavera P6 source plan where this is done is shown below:

Once you’ve made the Flag20 changes to Activity ID's A1050 through A1080 in the Oracle Primavera P6 the source plan looks like this:

With the Oracle Primavera P6 source plan updated, export the source plan as an XER file with the same name as the original Oracle Primavera P6 source plan file. Next, go back to OnePager 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 Oracle Primavera P6 source plan, click the Replace Snapshot button as shown below:

When you click the Replace Snapshot button, OnePager accesses the Oracle Primavera P6 XER file you just changed and exported, imports all the activities that changed, and updates your chart. At the conclusion of the operation, the updated chart looks like this:

The example above 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 activities by changing the Oracle Primavera P6 Flag20 field, you can change source plan activity Start, Finish, 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 saves the .TAM and saves the Oracle Primavera P6 source plan name and path information. 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 - P6.

Adding a Snapshot - Adding to the Chart with Changes Made to the Oracle Primavera P6 Source Plan's Data

The power of OnePager is illustrated when, after a period of progress on the project, it is time to produce another chart. OnePager produces your next snapshot with the same look and feel as the original assuming that the Oracle Primavera P6 source plan was updated with actual start and finish, percent complete, and other relevant data during the reporting interval. OnePager can easily generate a new snapshot.

Suppose we have the original chart we created and we want to create another graph from the updated Oracle Primavera P6 source plan on later on in the project. A portion of the original chart is shown below:

Before creating a new snapshot to show updates to the plan, we need to update the Oracle Primavera P6 source plan say by updating the Percent Complete for activities that have progressed to , say, 50%. When the source plan is updated with this revised information and exported, we can proceed. Launch OnePager and click the UPDATE button on the OnePager Bundle Start form. Doing so accesses the following OnePager choices (OPC) form shown here:

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.

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:

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:

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:

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:

Editing the Chart

Once the OnePager chart is created it can be edited in the Chart Editor. The editing options are very robust with features available to move task bars up and down in the chart, change color and sizes of task bars and row heights, and change the sizes of text font which is used below to illustrate how chart editing can be done.

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:

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

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

The chart now looks something like this:

Repeating this operation for the remaining task bars and milestone symbols (we could have done Select All and done it all at once!), we obtain a chart with larger fonts on all the task bars and milestone symbols:

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:

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:

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 ribbon tool bar tabs. Successive clicking the UNDO button undoes editing actions in the reverse order that they were applied.

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:

Manual Editing Task/Milestone Shapes and Text Labels (Portal)

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 this index page:

Ways to Make Changes to Your Chart

Enhanced Capabilities Provided with OnePager

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

With Version 8.0 all editions of OnePager now support 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:

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:

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:

Using Rows and Swimlanes

Creating and Editing Rows and Swimlanes (Portal)

Displaying Data-Driven Task Links

OnePager is enhanced to assist you with displaying Oracle Primavera P6 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:

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

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:

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 continues to support manual Task Links which in previous OnePager versions were called Event Links. The OnePager Data-Driven Task Links feature is flexible and powerful.

More details are provided in the series of articles at:

Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)

Editing the Time Axis

All editions of OnePager are 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:

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

Modifying the Time Axis (Portal)

Graphs and Data Cells in OnePager Charts

All OnePager 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:

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:

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:

Creating & Editing Graphs & Data Cells In OnePager Charts

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:

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:

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:

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

Using Conditional Formatting Rules with Milestones on the Time Axis

Creating and Managing Milestones on the Time Axis

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:

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

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

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:

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:

Conditional Import Filters (Portal)

Conditional Import Filters for OnePager

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:

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:

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:

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:

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

Ribbon Tool Bar - View Tab

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

Display Filtering in Charts

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:

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:

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

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

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:

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:

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

Creating Task/Milestone Curtains in OnePager

Hints and Tips

There are a couple of thing to keep in mind when using OnePager with Oracle Primavera P6 source plans.

Matching OnePager Templates with Your Source Plan Import

First, make sure that you are always using a Oracle Primavera P6 Template Properties form when attempting to create a OnePager chart with a Oracle Primavera P6 source plan. OnePager is capable of making charts using a variety of source plans including Microsoft Project, Microsoft Excel, and Smartsheet. Each of these source plan has its own set of distributed Template Properties forms and OnePager makes an effort to assure that source plan and Template Properties forms match. When they do not, this error message is provided:

Exporting XML Formatted, ZIP Formatted, and XER Formatted Files from Oracle Primavera P6 to OnePager

Second, Oracle Primavera P6 has multiple Export Formats that can all be imported to OnePager.

OnePager can import from Oracle Primavera P6 either its XML format, ZIP format, or its XER format files. The XML formatted file and the ZIP formatted file contain more Oracle Primavera P6 column options than does the XER formatted file. Your selection of the export file type depends on the fields you wish OnePager to process and represent in your chart.

For a list of columns available in both the XML/ZIP formatted file and the XER formatted file, please see the article at:

Oracle Primavera P6 Columns Available to OnePager

The following sub-sections provide a step-by-step description of how to export each of the file types to make then accessible to OnePager.

Exporting Oracle Primavera P6 XML Type Files Directly

Exporting the XML file containing the XML formatted fields without using a .ZIP file is similar to exporting the .XER file format. Exporting your selected data file as an XML formatted file is usually done when a single project source plan is being exported for use in OnePager or other applications. The selections in the Oracle Primavera P6 Export form are discussed below.

To start the file export process in Oracle Primavera P6, assuming you have the desired source plan open and active, click the File button on the Oracle Primavera P6 top tool bar to access the dropdown list of commands shown below:

Next, click the Export… button as shown above to access the Oracle Primavera P6 Export form’s Export Format page shown below where the Primavera P6 – (XER) radio button is already selected as the default:

In the form above, click the Primavera P6 – (XML) radio button as shown here:

After assuring that the Primavera P6 – (XML) radio button is clicked ON, click the Next button on the Export Format page to access the Projects to Export page where, in the illustration below, one project is included and the Export field in the grid has the checkbox checked ON to indicate that the project is to be exported:

With XML format exports you have the option to select a Baseline associated with the source plan and export that baseline as part of the XML format. To do this, click the right most highlighted area where it says Select… to access the Baselines to Export form shown below:

In the illustration above, there are two Baselines available to export. Checking the Export checkbox ON for the top Baseline assures that this baseline is exported in the XML format. You have the option to select more than one baseline to export or you may choose not to export any baselines with the XML format. Click the OK button on the Baselines to Export form to close the form. When you do this, the Baselines to Export field in the grid of the Projects to Export form is updated to reflect the name of the Baseline or Baselines that are exported with the XML format. Then, click the Next button on the Projects to Export page to transition to the File Name page discussed next.

Once at the File Name page, please note that there is a checkbox below the File Name window on the Export form. The default setting for the Export all project level layouts checkbox is ON which tells Oracle Primavera P6 to export the .ZIP compressed file containing the XML formatted file for the project(s) being exported.

IMPORTANT: To export the XML formatted file directly, you must UNCHECK the Export all project level layouts checkbox OFF. With this checkbox checked OFF, click the … dropdown button on the right side of the File Name window to access the Oracle Primavera P6 Save File form and type in the desired XML formatted file name for the exported file as shown below:

Once the Save File form is accessed, select the File name that you want to use for the exported XML formatted file that contains your source plan. When the file name is selected or typed in, click the Save button on the Save File form to return to the File Name page.

Clicking the Save button on the Save File form saves the file to the designated folder and returns to the File Name form where you can now click the Finish button to complete the save process as shown here:

Clicking the Finish button shown above accesses the Export Result page of the form with an indication of the success of the process as shown below:

Click the Close button to return to the Oracle Primavera P6 main page. At this point your XML formatted source plan is stored in the specified location you provided to Oracle Primavera P6.

Exporting Oracle Primavera P6 XML Compressed in Type .ZIP Files

Exporting the .ZIP file containing the XML formatted fields from your Oracle Primavera P6 source plan is similar to exporting the .XER file format. However, a couple of the selections in the Oracle Primavera P6 Export form are different as discussed below.

To start the file export process in Oracle Primavera P6, assuming you have the desired source plan open and active, click the File button on the Oracle Primavera P6 top tool bar to access the dropdown list of commands shown below:

Next, click the Export… button as shown above to access the Oracle Primavera P6 Export form’s Export Format page shown below where the Primavera P6 – (XER) radio button is already selected as the default:

In the form above, click the Primavera P6 – (XML) radio button as shown here:

After assuring that the Primavera P6 – (XML) radio button is clicked ON, click the Next button on the Export Format page to access the Projects to Export page where, in the illustration below, one project is included and the Export field in the grid has the checkbox checked ON to indicate that the project is to be exported:

With XML format exports you have the option to select a Baseline associated with the source plan and export that baseline as part of the XML format. To do this, click the right most highlighted area where it says Select… to access the Baselines to Export form shown below:

In the illustration above, there are two Baselines available to export. Checking the Export checkbox ON for the top Baseline assures that this baseline is exported in the XML format. You have the option to select more than one baseline to export or you may choose not to export any baselines with the XML format. Click the OK button on the Baselines to Export form to close the form. When you do this, the Baselines to Export field in the grid of the Projects to Export form is updated to reflect the name of the Baseline or Baselines that are exported with the XML format. Then, click the Next button on the Projects to Export page to transition to the File Name page discussed next.

Once at the File Name page, please note that there is a checkbox below the File Name window on the Export form. The Export all project level layouts checkbox, when checked ON tells Oracle Primavera P6 to export the .ZIP compressed file containing the XML formatted file for the project being exported. With this checkbox checked ON, click the … dropdown button on the right side of the File Name window to access the Oracle Primavera P6 Save File form and type in the desired file name for the exported file as shown below:

Once the Save File form is accessed, select the File name that you want to use for the exported .ZIP file that contains your XML formatted source plan. When the file name is selected or typed in, click the Save button on the Save File form to return to the File Name page.

On the File Name page there is a check box titled Export all project level layouts. We recommend that this checkbox be checked ON so that you are assured of exporting all available fields (i.e., Oracle Primavera P6 Columns) available with the XML format.

Clicking the Save button on the Save File form saves the file to the designated folder and returns to the File Name form where you can now click the Finish button to complete the save process as shown here:

Clicking the Finish button shown above accesses the Export Result page of the form with an indication of the success of the process as shown below:

Click the Close button to return to the Oracle Primavera P6 main page. At this point, the .ZIP file containing your XML formatted source plan is stored in the specified location you provided to Oracle Primavera P6.

OnePager automatically UNZIPs the selected .ZIP formatted file at the point where the file is imported through the actions you take with the OnePager choices form.

You have the option to UNZIP the file and managing the contents before presenting the desired XML formatted file to OnePager. Typically double clicking on the desired .ZIP file will cause Microsoft Windows to open a new directory form with the selected .ZIP file UNZIPPED as shown below:

It is recommended that this .XML extracted file be copied and pasted into a folder where it can be accessed easily by OnePager.

Exporting Oracle Primavera P6 XER Type Files

To start the file export process in Oracle Primavera P6, assuming you have the desired source plan open and active, click the File button on the Oracle Primavera P6 top tool bar to access the dropdown list of commands shown below:

Next, click the Export… button as shown above to access the Oracle Primavera P6 Export form’s Export Format page shown below where the Primavera P6 – (XER) radio button is already selected as the default:

Then, click the Next button as shown above to get to the Export Type page where the Project radio button is the default selection:

Clicking the Next button again on the Export Type page accesses the Projects to Export page where, in the illustration below, one project is included and the Export field in the grid has the checkbox checked ON to indicate that the project is to be exported:

Once, assuring that the Export checkbox is checked ON for the desired project, click the Next button to access the File Name page. At the File Name page, click the … dropdown button on the right side of the window to access the Oracle Primavera P6 Save File form and type in the desired file name for the exported file as shown below:

Clicking the Save button on the Save File form saves the file to the designated folder and returns to the File Name form where you can now click the Finish button to complete the save process as shown here:

Clicking the Finish button shown above accesses the Export Result page of the form with an indication of the success of the process as shown below:

Click the Close button to return to the Oracle Primavera P6 main page. Your XER file is now located where you specified on your computer and is available for import to OnePager.

Launching OnePager after Exporting Source Plan File from Oracle Primavera P6

Once either the XML file (extracted from the .ZIP file) or the XER file is available on your computer, you can now launch OnePager and create a chart.

To illustrate this, launch OnePager and click the NEW button on the OnePager Bundle Start form which accesses the abbreviated OnePager choices form where you can click the Select button in the Please select a source file section of the abbreviated form to access the dropdown menu as shown below:

In the illustration above, clicking the BROWSE Primavera P6 Files… option, accesses the OnePager Bundle Open form listing all Oracle Primavera P6 files available for import to OnePager as shown below:

When you make your file selection in the above form and click the Open button on the OnePager Open form, the OnePager choices form expands to show the selection and provides access to the form’s remaining fields where you can make to remainder of your selections so OnePager can create your chart as shown below:

After completing this sub-section, we recommend that you return to the top of this article where the discussion continues with further details on importing Oracle Primavera P6 source plans into OnePager Bundle Standalone at:

Launching OnePager

Do Not Mix XML and XER Source Plan Files When Making Multiple-Project Charts

OnePager does not support the mixing of XML formatted source plans with XER formatted source plans when constructing multi-project source plan packets for import to OnePager. For example, if you attempt the steps outlined in the illustration below, OnePager shows an error message and upon clicking OK on the OnePager Message form you are returned to the Data source selection form as shown here:

Using the Oracle Primavera P6 Data Date for the OnePager Snapshot Date in XML Source Plans

When importing XML formatted source plans you have the option to use the Oracle Primavera P6 source plan's Data date in addition to the Current date and Last-modified date. The selection options are provided in the Template Properties form's Advanced tab's Default Snapshot Date control group as shown in the illustration below for the Chart Properties form:

Oracle Primavera P6 XER formatted source plans do not provide the Data date so the Template Properties form's Advanced tab's Default Snapshot Date control group does not show the Data date radio button. The Chart Properties form's Advanced tab for Oracle Primavera P6 XER formatted source plans is shown below:

Related Links

Latest Version of OnePager	OnePager Video Tutorials	Getting Started with OnePager and Microsoft Project
Getting Started with OnePager and Microsoft Excel	Getting Started with OnePager and Smartsheet	Getting Started with OnePager and Primavera P6
Getting Started with OnePager and Planisware Enterprise	Frequently Asked Questions	How-to Articles
The OnePager Blog	Contact OnePager Support	What Template Should I Choose

What's New with OnePager Release 8.0?	Getting Started with OnePager Pro Version 8.0
Getting Started with OnePager Express Version 8.0	Using Smartsheet Source Plans with OnePager
Using Microsoft Project/Excel Source Plans with OnePager Bundle	Using Microsoft Project/Excel Source Plans with OnePager
Using Rows and Swimlanes	OnePager Import of Data from Primavera P6
OnePager's Ribbon Tool Bar Tabs	Basic Workflows (Portal)
Creating & Editing Graphs & Data Cells In OnePager Charts	Conditional Import Filters (Portal)
Display Filtering in Charts	Creating Task/Milestone Curtains in OnePager
Manual Editing Task/Milestone Shapes and Text Labels (Portal)	Using Conditional Formatting Rules with Milestones on the Time Axis
Creating and Editing Rows and Swimlanes (Portal)	Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)
Modifying the Time Axis (Portal)	Creating and Managing Milestones on the Time Axis
Managing Chart Data (Portal)	Managing Templates (Portal)
Oracle Primavera P6 Columns Available to OnePager	Task Selection Using Artificial Intelligence (AI) Import Filtering

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