Managing Templates for Version 5.3 (Portal)

About Managing Templates

1) The OnePager template specifies the initial appearance of each new project view. It is the template from which a new project view is created and from which all of the settings in the Project-View Properties (PVP) form are initially populated.

2) A template is a great way to achieve standardization across projects and across people! If everyone starts with the same template, then the resulting project views will adhere to standards that make it much easier for your audiences to digest..

3) The template is also the place where you have the largest number of Microsoft Project or Microsoft Excel plan columns from which to import into OnePager. Mentioning a source plan column in the template will assure that OnePager will import that information when the project view is first created.

See the article on Other Columns tab at the following links: Template Only Features-OnePager Pro and Template Only Features-OnePager Express for more instructions on how to bring in additional Microsoft Project and Microsoft Express plan columns.

Accessing the OnePager Template

OnePager has two ways of accessing the template:

(1) From the Add-in applications of OnePager Pro (OPP) and Express (OPX) and

(2) From the Desktop applications.

Accessing the OnePager Template from the Add-in Application

1) To view or edit the template from the OnePager Add-in application, click the Templates… button on the Microsoft Project tool bar for OPP or the Microsoft Excel tool bar for OPX. The Template… button for OPP is shown below:

Accessing the OnePager Template from the Desktop Application

2) To view or edit the template from the OnePager Desktop application requires a couple of steps as described below:

a) Launch OPP or OPX from the desktop icon. This action brings up the OnePager Pro Start form which you should ignore for now.

b) Next, click the File tab on the ribbon of the Project View Editor PVE screen and then the Options tab on the screen will appear like this:

c) Clicking the Template... button as shown above will bring up the Template Properties form for editing as illustrated below:

3) Illustrated above are the steps for accessing the template associated with the OPP desktop application. The same steps are used to access the OPX desktop application’s template.

Customizing the OnePager Template

4) You can customize a template to have your project views start out with a common look and use a standard set of Microsoft Project columns. For OPX this also applies to Microsoft Excel columns.

Related Links

5) The first two links below are to articles concerning template only features for OPP and OPX that specifically deal with the Template Properties form’s Main tab, Advanced tab, and Other Column’s tab.

Template Only Features-OnePager Pro

Template Only Features-OnePager Express

6) The remaining links below provide specific information on using OPP’s Enterprise Custom Fields feature, column splitting and parsing features for both products, and how to manage the current template.

Using Enterprise Custom Fields from Microsoft Project
Splitting and Parsing Columns-OnePager Pro	Splitting and Parsing Columns-OnePager Express
Managing the Current Template

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