Planisware Enterprise Support in OnePager Version 7.2

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Overview

The new product from Chronicle Graphics, Inc., OnePager Bundle, is based on our popular OnePager Pro for Microsoft Project and OnePager Express for Microsoft Excel. These three products are capable of producing presentation quality Gantt Charts from Microsoft Project and Microsoft Excel source plans.

In addition, OnePager Bundle in its Standalone edition can create these same presentation quality Gantt Charts from Planisware Enterprise. This is accomplished by the OnePager Bundle Standalone edition being able to import Planisware Enterprise export files which contain the project scheduling and related information that OnePager Bundle Standalone needs to prepare a Gantt Chart.

As a convention, whenever we refer to the OnePager Bundle in the context of Planisware Enterprise, we'll just say OnePager when its absolutely clear that we are discussing OnePager with Planisware Enterprise. Since only the Standalone edition of OnePager can import Planisware Enterprise files, we'll just leave the suffix "Standalone" off.

OnePager Bundle imports columns from Planisware Enterprise from the applications user's website after the user logs into the website. OnePager has the capability to access all data fields available.

To see the specific list of Columns exported from Planisware Enterprise, please see the article at:

Planisware Enterprise Fields Available to OnePager

Options

As discussed above, you have the option to import columns from your Planisware Enterprise source plan. Since OnePager is a local computer application, the Planisware Enterprise exported files must be accessible to OnePager.

Launching OnePager provides three options: (1) create a NEW chart, (2) OPEN an existing chart or (3) UPDATE an existing chart.

NEW Chart Creation

Creating a NEW chart is a matter of identifying the exported Planisware Enterprise source plan's location to OnePager, assuring that the Template selection for this procedure references an Planisware Enterprise Template, and deciding on the Tasks from the source plan that you want included in the chart. When these steps are complete, OnePager Bundle Standalone displays the NEW chart in the Chart Editor. From the Chart Editor you can edit the chart and export the chart to presentation applications like Microsoft PowerPoint or Microsoft Word.

OPEN an Existing Chart

To OPEN an existing chart, launch the OnePager application from the desktop icon and click the OPEN button on the OnePager Bundle Start form. OnePager then displays a list of recently selected charts with the suffix (.tam) and the option to BROWSE for the specific existing chart you may need. When the desired chart (.tam file) is selected, OnePager displays it in the OnePager Bundle -- Chart Editor.

UPDATE an Existing Chart

To UPDATE an existing chart (.tam file), access OnePager from the desktop icon and click the UPDATE button on the OnePager Bundle Start form. OnePager accesses the selected .tam file and, since it also knows where the source plan file resides, the source plan is also accessed. Assuming that you’ve updated the source plan to represent changes to the project in Planisware Enterprise, OnePager creates a new snapshot of the project as a new chart that is displayed in the OnePager Bundle -- Chart Editor. The updated chart can then be edited or included in a presentation.

Your Next Steps

For those of you who have used OnePager Pro or OnePager Express previously, the new OnePager edition used with Planisware Enterprise source plans operates consistently with OnePager Pro and OnePager Express in all respects. All features and functions of the Chart Editor are the same. So, once you have created your OnePager chart in the Chart Editor from your Planisware Enterprise source plan, all controls, functions, and feature of OnePager are the same.

For Planisware Enterprise users who are new to OnePager, we recommend using the referenced articles below to become more familiar with the detailed step-by-step procedure for making your first OnePager chart from Planisware Enterprise export files:

Using Planisware Enterprise Source Plans with OnePager
OnePager Import of Data from Planisware Enterprise

The article links referenced above provides an illustrated step-by-step approach to creating your first OnePager chart and guides you through some of more frequently used controls for editing in the Chart Editor. At the end of this article (below) there is a list of Related Links to articles that provide more information on OnePager's functions and controls so you can tailor your Gantt Charts to the specific needs of your schedule conversations.

Related Links

Installing and Activating OnePager Bundle (Portal) Getting Started with OnePager Pro Version 7.2
Getting Started with OnePager Express Version 7.2 Using Microsoft Project/Excel Source Plans with OnePager Bundle
Using Planisware Enterprise Source Plans with OnePager Using Rows and Swimlanes
OnePager Import of Data from Planisware Enterprise Basic Workflows (Portal)
Conditional Import Filters (Portal) Manual Editing Task/Milestone Shapes and Text Labels (Portal)
Creating and Editing Rows and Swimlanes (Portal) Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)
Modifying the Time Axis (Portal) Managing Chart Data (Portal)
Managing Templates (Portal) Planisware Enterprise Fields Available to OnePager

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