Creating Another New Project View for OnePager Live Beta 2 (MS Project Source)

Overview

7.3.1-OPL2 from 7.3.1-OPL2 7/19/2017

Often, there is more than one audience that is interested in seeing a schedule presented for a project. Each audience may want to see different elements of the schedule in a different representation. With OnePager, you can create different project views from the same Microsoft Project source plan. This is accomplished by inserting two or more Flag/Number fields into the Microsoft Project source plan’s field then 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. Further, Flag5 may be reserved to produce and update project views for customer. By inserting these three flag fields into the Microsoft Project source 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, but the steps differ slightly:

Procedures

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

2) Use any additional Flag/Number fields in the Microsoft Project source plan. These added Flag/Number fields will be used to determine which plan rows to import. Determine which of the task/milestone rows in the plan are to be included and set the Flag/Number field cell to Yes leaving the remainder of the task/milestone row’s flag field set to No.

3) Click the OnePager button from the Microsoft Project tool bar. OnePager will bring up the OnePager Pro Start form. Click the NEW button:

4) OnePager will display a OnePager choices (OPC) form as shown below:

5) 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 to which it may be presented. 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 for project views from the same Microsoft Project source plan that uses an alternative flag field.

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 field mappings checkbox) or the Next> button (if you did check the Show field mappings checkbox) to create the project view. In this example, OnePager will import the data from the Microsoft Project source plan under the control of Flag10.

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