Creating a NEW Project View - OnePager Pro Add-in for Version 6.1
Here are the steps to create a new project view:
1) Launch Microsoft Project and bring up the desired Microsoft Project source plan.
2) Set the Flags/Numbers field into the Microsoft Project source plan. This is the flag that OnePager uses to determine which rows to import. Determine which of the task/milestone rows are to be included and set the Flags/Numbers field cell to Yes for these while leaving the remainder of the task/milestone row’s flag field set to No, 0, or blank.
3) Click the OnePager button to bring up the OnePager Pro Start form.
- a) Alternatively, clicking the Template... button accesses a window with the Template which can be changed and saved.
- b) The Template's format is very similar to the OnePager Project-View Properties (PVP) form which is described elsewhere. It is, in fact, the source of what appears in the PVP 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 displays a OnePager choices (OPC) form as shown below:
- a) It is recommended that the project view name selected refer to both the project and, perhaps, the audience that viewing the completed project view.
- b) Additionally, notice that the Select Tasks with ‘YES’ in field: 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 dropdown window. As the plan changes later on, you can create additional snapshots to show changes consistently.
- d) Finally, note that the Show field mappings checkbox is checked as shown above. Checking this checkbox and pressing the Next> button takes you to the form shown below:
5) This allows you to change which Microsoft Project 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 imports the flagged data and make the project view.
6) Once the project view is produced, you can edit it such as by clicking shapes and using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes.
7) 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 can 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.