Creating Another New Project View - OnePager Express Desktop for Version 6.1
1) Often, there is more than one audience that is interested in seeing a schedule presented for a project and each audience wants to see different elements of the schedule. With OnePager, you can create different project views from the same Microsoft Excel source plan. This is accomplished by inserting two or more Flag fields into Microsoft Excel source plan’s fields and instructing OnePager to produce additional project views using these alternative flag fields.
2) For example, Show IT1 is used to produce the OnePager project view for an executive team, while Show It2 is used as the flag for internal presentations. Further, Show It3 is reserved to produce and update project views for customer. By inserting these three flag fields into the Microsoft Excel source plan and appropriately populating the cells with Yes” and “No, three different project views can be prepared, have snapshots added to them, and updated or replaced as needed.
1) The steps to accomplish this process are similar to creating a NEW project view, but differ slightly:
2) Use any additional Flag/Number fields in the Microsoft Project source plan. These added Flag/Number fields are used to determine which plan rows to import into OnePager. Determine which of the task/milestone rows in the plan are to be included and set the Flag/Number cell to “Yes” leaving the remainder of the task/milestone row’s Flag field set to “No.”
3) Launch OnePager from the desktop icon.
4) The OnePager splash page appears briefly followed by the OnePager Project View Editor (PVE) form displaying the OnePager Express Start form as shown below:
5) At the completion of step 3) when you click the NEW button, OnePager displays an abbreviated OnePager choices (OPC) form as shown below:
6) After you've made your source file selections, OnePager displays an expanded OPC form as shown below:
7) When you create another project view we suggest that you give the new project view with the alternate flag a new name that is suggestive of the different audience. Each project view or .TAM file has its own unique file name and path name so to avoid confusion it is best to create unique file names when creating another project view from the same Microsoft Express source plan that uses an alternative flag field.
8) Once satisfied with the project view name and selection of flag field, click the Create new project view button (if you did not check the Show field mappings checkbox) or the Next> button (if you did check the Show field mappings checkbox) to create the project view. OnePager imports the data from the Microsoft Excel source plan under the control of Show It2.