Creating a NEW Project View - OnePager Express Desktop for Version 6.0
Here are the steps to create a new project view:
1) Set a flag field into the Microsoft Excel source plan. This will be the flag that OnePager will use to determine which 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, 0, or blank.
2) Launch OnePager from the desktop icon.
3) The OnePager splash page will appear briefly followed by the OnePager Project View Editor (OPE) form displaying the OnePager Express Start form as shown below:
4) At the completion of step 3) click the NEW button and OnePager will display an abbreviated OnePager choices (OPC) form as shown below:
5) Click the Select button. OnePager will then provide a dropdown menu for you to either select a recently used Microsoft Excel source plan or you may chose the BROWSE FILES… option as shown below to select a desired Microsoft Excel source plan.
6) Clicking the BROWSE FILES… option as shown above will bring up a Windows Open form where you may select a Microsoft Project source plan to load as shown here:
7) When you click the Open button on the Windows Open form above, OnePager will load the selected Microsoft Excel source plan and provide you with the OnePager choices (OPC) form so that you can confirm or change the settings before OnePager creates the new project view.
- a) As shown above, OnePager displays the loaded Microsoft Excel source plan in the Selected File(s) group of the OPC form. You may use the Add/Remove feature (described elsewhere) to modify the choice of Microsoft Excel source plan, add additional files to the package, and remove files from the package. Clicking the Add/Modify button brings up the Data source selection form as shown below:
- b) 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.
- c) Notice that the Select Tasks with "YES" in file: is showing Show It as a default. Most users select Show It to tell OnePager which task/milestone rows to import but any Boolean fields or any Number field 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 Excel source plan.
- d) The Snapshot date represents the time nowor 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 dropdown window. As the plan changes later on, you can create additional snapshots to show changes consistently.
- e) Finally, note that the Show field mappings checkbox is checked as shown above. Checking this checkbox and pressing the Next> button will take you to the form shown below:
8) This allows you to change which Microsoft Excel source plan fields are used for various purposes such as task name and start date. The Edit current template button also gives you a second chance to change many more initial properties of the project view. 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.
9) Once the project view is created, you may edit the project view such as by clicking shapes and then using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes.
10) When the desired editing is complete, click the Copy to Clipboard button on the ribbon and paste the graph into a Microsoft PowerPoint presentation, email message, or Microsoft 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.
11) OnePager can save all project views and snapshots after editing.