Creating Another New Project View - OnePager Pro

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Often, there is more than one audience that is interested in seeing a schedule presented for a project and each audience may want to see different elements of the schedule in a different representation. With OnePager, you can create different project views for the same project from the same Microsoft Project plan. This is accomplished by inserting two or more Flag/Number fields into the Microsoft Project plan’s columns and instructing OnePager to produce additional project views using these alternative Flag/Number fields.

For example, Flag20 may be used to produce the OnePager project view for an executive team, while Flag10 may be used as the Flag for internal presentations to the project team itself. Further, Flag5 may be reserved to produce and update project views for customer viewing of the project’s schedule. (See the “Using a Single Microsoft Project Plan throughout a Project Period” sub-sections in the Understanding Project Views and Snapshots for OnePager Pro or Understanding Project Views and Snapshots for OnePager Express articles). By inserting these three flag fields into the Microsoft Project plan and appropriately populating the cells with “Yes” and “No”, three different project views can be prepared, snapshots may be added to them, and updated or replaced as needed.

The steps to accomplish this process are similar to creating a NEW project view discussed above, but the steps differ slightly:

1) Launch Microsoft Project and bring up the desired Microsoft Project plan.

2) Insert any additional Flag/Number columns into the Microsoft Project plan. These added Flag/Number columns will be 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) Click the “OnePager” button to launch OnePager. OnePager will bring up the “OnePager Pro Start” form. Click the “NEW” button:

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4) OnePager will display a “OnePager choices” form as shown below:

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5) Note that the form above uses a new project view name and a different flag field was selected. However, keep in mind that the Microsoft Project plan for this new project view came from the same Microsoft Project plan used in the previous sub-section.

6) 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 column mapping” check box) or the “Next>” button (if you did check the “Show column mapping” check box) to create the project view. In this example, OnePager will import the data from the Microsoft Project plan under the control of Flag10.