Advanced Workflows for OnePager Live (Portal)

Overview

8.0.1-OPL

The Getting Started (Portal) 3.0-OPL article covered a few ways of creating and updating project views and snapshots.

The Basic Workflows (Portal) 7.0.1-OPL article covered the basic workflows available in OnePager Live.

The article links below provide you with more advanced workfolws for OnePager Live. There are essentially three (3) workflows categories you can use. Of course, OnePager Live's flexibility allows you to innovate on your own.

In each of these articles we show the flow of steps and illustrate these steps with appropriate figures of the necessary form.

Clicking on any of the links below will take you to the article where you'll find a flow diagram and a step-by-step procedure on how to accomplish the workflow.

Creating Project Views from Server Resident Project Plans

OnePager Live can connect to Microsoft Project Server and Microsoft Project Online allowing you to access Microsoft Project plans from your out online repositories. The following article describes how to access Microsoft Project Server/Online plans:

Creating Project Views from Server Resident Project Plans with OnePager Live 8.5.1-OPL

Creating Various Multi-Project Views with OnePager Live

One of the strengths of OnePager Live is its ability to create compact visual representations of multiple projects. These could be several projects that belong to one program or they could be several projects and programs in an organization’s portfolio.

OnePager Live supports the visualization of multiple-project from Microsoft Project plans and Microsoft Excel plans and the article links below are intended to assist you with the creation of these visualizations.

Using OnePager Live to Create Multi-Project Views from Microsoft Project

The first two article links below are associated with Microsoft Project and provide assistance with the creation of multi-project project view either using the Microsoft Project Integrated Master Schedule (IMS) or separate Microsoft Project plans:

Making Multi-Project Graphs from MS Project Integrated Master Schedules 8.1.1-OPL2

Making Multi-Project Graphs from Separate Microsoft Project Plans 8.2.1-OPL2

Using OnePager Live to Create Multi-Project Views from Microsoft Excel

The two links below are associated with Microsoft Excel and provide guidance with the creation of multi-project project views when multiple projects are contained in a single Microsoft Excel spreadsheet or where you want to make a single project view from multiple Microsoft Excel spreadsheet plans:

Handling Microsoft Excel Spreadsheets Containing Multiple Projects 8.3.1-OPL2

Making Multi-Project Graphs from Separate Microsoft Excel Plans 8.4.1-OPL

Related Links

Using Enterprise Custom Fields from Microsoft Project 24.3.1-OPL

Creating a NEW Project View from Microsoft Project Server/Online 7.13.1-OPL

Custom Update (Replacing)of a Snapshot with Microsoft Project Server/Online 7.16.1-OPL

Links to Additional Resources

If for any reason you encounter issues, the following resources are available for additional assistance:

a) Frequently Asked Questions

b) How-to Articles

c) Video Tutorials for OnePager Pro

d) Video Tutorials for OnePager Express

e) The Chronicle Graphics Blog

You may also submit a support ticket or e-mail your question.

Finally, you may also contact the Support Unit at CG Support Unit or by going to the Contact Us button on our website and submitting a question: Contact Us

(8.0.1-OPL)