Creating a NEW Project View - OnePager Pro
Here are the steps to create a new project view:
1) Launch Microsoft Project and bring up the desired Microsoft Project plan.
2) Set Flags/Numbers column into the Microsoft Project 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 Flags/Numbers 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 Pro 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) Additionally, notice that the “Select Tasks with ‘YES’ in column:” is showing Flag20 as a default. Most users select Flag20 to tell OnePager which task/milestone rows 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 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” box is checked as shown above. Checking this box and pressing the “Next>” bar will take you to the form shown below:
5) This allows you to change which Microsoft Project 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 snapshots after editing.