Creating a NEW Project View - OnePager Express
Here are the steps to create a new project view:
1) Launch Microsoft Excel and bring up the desired Microsoft Excel plan.
2) Insert a “Flag” column into the Microsoft Excel plan. This will be the flag that OnePager will use 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” cell to “Yes” for these while leaving the remainder of the task/milestone row’s “Flag” field set to “No” or blank.
3) Click the “OnePager” button to launch OnePager to bring up the OnePager Express Start form.
- a) Alternatively, clicking the “Template” button will bring up a window with the template which can be changed and saved.
- b) The template format is very similar to the OnePager “Project-View Properties” form which is described elsewhere in this document. . It is, in fact, the source of what appears in the “Project-View Properties” form.
- c) Once the desired changes to the current template are made, save the template and return to step 3) above.
4) At the completion of step 3) when you click the “NEW” button, OnePager will display a “OnePager choices” form as shown below:
- a) It is recommended that the project view name selected refer to both the project and, perhaps, the audience that will be viewing the completed project view.
- b) It is important that the “Flag” field represented in this window correspond to the “Flag’ field containing the “Yes” and “No” data in the Microsoft Excel plan.
- c) The snapshot date represents the “time now” or “as-of date” for the project report 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 in the drop-down window. As the plan changes later on, you can create additional snapshots to show changes consistently.
- d) Finally, note that the “Show column mapping” form is checked. Checking this box and clicking the “Next>” bar will take you to the form shown below:
5) This allows you to change which Microsoft Excel plan columns are used for various purposes such as task name and start date. Once these choices are confirmed or changed, click the “Create new project view” button and OnePager will import the flagged data and make the project view under the control of the current template.
6) Once the project view is presented on the screen, you may edit the project view in a number of ways such as by clicking shapes and then using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes.
7) Once the desired editing is complete, simply click the “Copy to Clipboard” button on the ribbon and paste the graph into a PowerPoint presentation, email message, or Word document. If the project view contains more than one page, you may choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard.
8) OnePager can save all project views and their snapshots after editing.