Creating a NEW Chart - OnePager Pro Add-in for Version 7.0

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Overview Flow Chart

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Procedure

Preparing the Microsoft Project Source Plan

Launch Microsoft Project and access the required Microsoft Project source plan. Set the Flags/Numbers field into the Microsoft Project source plan. This is the flag that OnePager uses to determine which tasks and milestones to import. Determine which of the tasks and milestones are to be included and set the Flags/Numbers field cell to Yes for these while leaving the remainder of the task's and milestone's Flag field set to No, 0, or blank.

Launching OnePager Pro Add-In

Click the OnePager button on the Microsoft Project ADD-INS ribbon tool bar tab to launch OnePager Pro at the OnePager Pro Start form.

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If you need to adjust settings in the OnePager current Template Properties form before launching OnePager Pro, click the Template... button on the Micosoft Project ADD-INS ribbon tool bar tab accesses a window with the Template Properties form which can be edited and saved.

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The Template Properties form is very similar to the OnePager Chart Properties form which is described elsewhere. Once the desired edits to the current Template Properties form are made, save the Template Properties form and return to paragraph 5) above. At the completion of paragraph 5) when you click the NEW button, OnePager accesses the OnePager choices (OPC) form as shown below:

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It is recommended that the chart name selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the Select Tasks with ‘YES’ in field: is showing Flag20 as a default. Most users select Flag20 to tell OnePager which tasks and milestones to import but any of the 20 Flag fields or any of the 20 Number fields can be used. It is important that the Flag field number represented in this window correspond to the Flag field containing the Yes and No data placed in the Microsoft Project source plan.

The Snapshot date represents the time now or as-of date for the chart you are about to create. If the date created by OnePager does not reflect the status date required, change the date by using the calendar dropdown window. As the source plan changes later on, you can create additional snapshots to show changes consistently.

Finally, note that the Show field mappings checkbox is checked ON as shown above. Checking this checkbox ON and pressing the Next> button takes you to the second page of the OPC form shown below:

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This form allows you to edit which Microsoft Project source plan fields are used for various purposes such as the Start field and the Color by field. The Edit current template button also gives you a second opportunity to edit many more initial properties of the chart by accessing the current Template Properties form. Once these choices are confirmed or edited, click the Create new chart button and OnePager imports the flagged data and creates the chart.

Once the chart is created, you can edit by right-clicking task bars and milestone symbols and using the context menus commands. You can also left-click on task bars and milestone symbols and use the editing Icons on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from row to row in the chart. When the desired editing is complete, click the Copy to Clipboard button on the OnePager Home ribbon tool bar tab and then paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can save all charts and snapshots after editing.

Related Links

Creating a NEW Chart via Pull Operation - OnePager Pro

Creating a NEW Chart via Pull Operation - OnePager Express

REPLACING a Snapshot via Pull Operation - OnePager Pro

REPLACING a Snapshot via Pull Operation - OnePager Express

ADDING a Snapshot via Pull Operation - OnePager Pro

ADDING a Snapshot via Pull Operation - OnePager Express

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express

Using the OnePager "Data" Tab's "Selected file(s)" Button

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