Using Project for the Web Source Plans with OnePager Version 7.2

Introduction

To use OnePager Bundle or OnePager Pro Standalone with Project for the Web (P4W) you are required to have access to the www.project.microsoft.com website, possess an account, and have P4W source plans that can be imported to OnePager Bundle or OnePager Pro Standalone. With these requirements satisfied and the proper www.project.microsoft.com access credentials available, OnePager Bundle or OnePager Pro Standalone can connect you to your P4W account, access your selected P4W source plan and create a NEW chart, UPDATE, an existing chart, or OPEN an already created chart residing on your computer.

This article is a complete guide for using OnePager Bundle Standalone for importing P4W files through the creation of a OnePager Chart, editing the chart, and incorporating the chart into a schedule conversation such as pasting the chart into a Microsoft PowerPoint presentation.

As a convention, whenever we refer to the OnePager Bundle Standalone or OnePager Pro Standalone in the context of P4W, we'll just say OnePager when its absolutely clear that we are discussing OnePager with P4W. Since only the Standalone edition of OnePager can connects to P4W files online, we'll just leave the suffix "Standalone" off.

As a convention, this article uses illustrations that are taken from examples using OnePager Bundle Standalone. All examples and illustrations apply to the creation, update, and opening of P4W built charts in OnePager Pro Standalone.

Launching OnePager Using Project for the Web Source Plans for the First Time

Preparing the Project for the Web Source Plan

Before you launch OnePager, it is a good idea to make sure that the Smartsheet Flag field that tells OnePager which Smartsheet Flag field you intend to use to control the import of source plan data is defined and set up as shown in the Smartsheet source plan illustration below:

P71-3_0_3_3-71-(2A)-06012021.png Replace with P4W Source Plan with start dates, finish dates, and whatever else we can import from P4W

To control which tasks are imported, specify the Smartsheet field as shown above where the Smartsheet field named Show It was added as a text field and the tasks that we wish to import have this field's contents set to Yes for each task we wish to import.

When making your first chart, we strongly recommend that you select 50 or fewer tasks. Please note that OnePager is shipped with a number of fully populated Templates Properties forms that are based on a typical Smartsheet source plan. Note that three field heading types must always be present: Task Name, Start Date, and End Date.

Launching OnePager

With the requirements above satisfied, you can access your Smartsheet source plans by first launching OnePager from your Desktop using the OnePager Bundle Icon shown here:

Clicking the OnePager Bundle Icon causes a splash page to be displayed and then you are taken to the OnePager Bundle -- Chart Editor as shown in the sequence below:

P71-3_0_3-71-(5-1)-10252021.png Replace with 7.2 version

The OnePager Bundle Start form provides you with three options:

1) NEW Clicking the NEW buttons bring up the OnePager choices (OPC) form.

2) UPDATE Clicking the UPDATE button allows you to BROWSE FILES for an existing chart file or select a recently-opened chart.

3) OPEN Clicking the OPEN button allows you to BROWSE FILES for an existing chart or select a recently-opened chart.

Creating a NEW Chart from a Smartsheet Source Plan

If we are launching OnePager for the first time and intend to use a Smartsheet source plan, click the NEW button which accesses the abbreviated OnePager Choices form as shown below:

Next, click the Select button to access the dropdown menu where you have the options shown in the illustration below:

P71-3_0_3_7-72-(6)-10112022.png

Connecting OnePager Bundle to Your Project for the Web Account

For the purpose of this discussion, click the BROWSE Project for the web ... option which accesses the Choose what to import form as shown below assuming you have not signed in to P4W previously:

P72-3_0_3_7-72-(7)-10112022.png

If you did not previously sign in to your P4W account, click the Connect button to access the Account Information for Data Source form as shown here:

P72-3_0_3_7-72-(7A)-10112022.png

When the connection is made, the Choose what to import form contains the list of available projects to import as shown below:

P72-3_0_3_7-72-(7B)-10112022.png

You are required to select at least one source plan" in order to have the OK button enabled.

Project for the Web Site Not Available

If it should happen that the P4W website is down for some reason, OnePager provides the message shown below instead of the Choose what to import form filled in with available Project for the Web Source Plans:

P71-3_0_3_3-71-(7B)-02072022.png File:P72-3 0 3 7-71-(7C)-10112022.png P72-3_0_3_7-71-(7C)-10112022.png

Clicking either the Ignore All or the Ignore buttons closes the error message form. Clicking the Details> button provides the last two lines in the message form above. OnePager remains open. We recommend either waiting for the P4W website to return to operation or call the Project for the Web support number you have available. Once theP4W website is restored to operation, retry this procedure for connecting to P4W.

OnePager Bundle also displays the above form as P4W becomes unavailable either at initial sign in as discussed above or during an editing session such as when you need to access your P4W source plan to update your chart.

Saving Project for the Web Sign In Credentials Options

Clicking the Allow button accesses the Optional: Store Smartsheet Credentials form which gives you the option to have OnePager save your Smartsheet credentials for later access to Smartsheet from OnePager. If you select the No, do not store credentials option, on subsequent attempts to access Smartsheet from OnePager you are required to follow the sign in procedure described above. Selecting the Yes, store credentials option, tells OnePager to store your sign on credentials safely on your computer for subsequent access the next time you use OnePager Bundle to select a Smartsheet source plan. The Optional: Store Smartsheet Credentials form is shown below:

You can retain your sign in credentials with OnePager by checking the Save password checkbox ON in the Account Information for Data Source form and checking the Automatically connect checkbox ON as shown in the two forms below:

P72-3_0_3_7-71-(8B)-10112022.png

If you select the option not to Automatically connect/Save password, on subsequent attempts to access P4W you are required to follow the sign in procedure described above. Selecting the option to Automatically connect/Save password, tells OnePager to store your sign on credentials safely on your computer for subsequent access the next time you use OnePager Bundle to select a P4W source plan.

Switching from One Project for the Web Account to Another

In some cases it may be necessary to switch to another P4W account to gain access to the source plans needed to create a chart. The process for performing this account switch is described in this FAQ: Switching from One Smartsheet Account to Another Update this FAQ When P4W Related FAQ is Available

Selecting the Project for the Web Source Plan

Selecting the desired option on the Choose what to import form shown below:

P72-3_0_3_7-72-(7B-1)-10112022.png

Clicking the desired P4W source plan entry shown above tells OnePager which P4W file to load and expands the previously abbreviated OnePager Choices form shown here:

P72-3_0_3_7-72-(10A)-10112022.png

Selecting the Project for the Web Template Properties Form

At this point you can change the Template Properties form used to build the chart by clicking the Change button in the Starting Template sub-section of the OnePager Choices form. This action access the designated Windows Open form where distributed OnePager Bundle Template Properties forms reside. As shown below, OnePager Bundle is distributed with Template Properties forms for Microsoft Excel and Project, Oracle Primavera P6, Microsoft Project for the Web, and Smartsheet.

P72-3_0_3_7-72-(10C)-10112022.png

Shown in the illustration above is the file name for the P4W source plan and the distributed P4W Template Properties form that OnePager selects as a starting point for you. Also shown above is the fill in window for the name you select for the OnePager Bundle NEW chart. Clicking on the Projectfortheweb folder accesses a sub-folder containing the English and Metric folders for Template Properties forms using the English measurement system and the Metric system of measurements, respectively. If we double-click the English folder, we access the three (3) currently available distributed Template Properties forms for P4W as shown below:

P72-3_0_3_7-72-(10D-1)-10112022.png

Selecting the Project for the Web Source Plan Tasks for Import

OnePager Bundle cannot import Boolean fields from P4W imported files as does One Pager Bundle for Microsoft Project, Microsoft Project Server, or Microsoft Project Online files. This being the case, the alternate mechanism is to select the Select individual task to import: radio button as shown above which accesses the Project for the web Task List form, shown below, where you can use the Show column of checkboxes to select the source plan tasks you wish to have OnePager Bundle import. In the example illustration below, the first ten (10) tasks have their Show checkbox checked ON.

P72-3_0_3_7-72-(10B)-10112022.png

Options on the NEW OnePager Choices form

The OPC form gives you more options for selecting source plans. The illustration above shows that OnePager is initiated from P4W with the source plan shown in the Selected File(s) group shown above. The Add/Remove button gives you the capability to add more source plans to the source packet or, for multiple file packets, or to remove files. Clicking the Add/Remove button accesses the Data source selection form as shown below:

P71-3_0_3_3-71-(7-5)-12062021.png Update Screenshot when Bugzilla 9094 is fixed

The Data source selection form displays the current source plan that was loaded when you launched OnePager. This form lets you Add more P4W source plan to create a multi-project chart or Remove a source plan from a multi-file source packet. These options are detailed below.

Adding a New Source Plan

When you click the Add button, OnePager gives you the option to access a Windows Open form when you select the BROWSE FILES… option as shown here:

P71-3_0_3_3-71-(8-1)-06082021.png

Clicking the BROWSE FILES… option displays a Window’s Open form so you can select an P4W source plan to add to the source packet. A sample Open form is shown below:

P71-3_0_3_3-71-(9-1)-06082021.png Update Screenshot when Bugzilla 9094 is fixed

When you select a desired P4W source plan and click the Open button as shown above, OnePager adds the source plan to the source packet and displays it in the Data source selection window as shown below:

P71-3_0_3_1-71-(10-1)-06082021.png Update Screenshot when Bugzilla 9094 is fixed

The selected source plan is added to the source packet as shown above. OnePager shows the path name of the source plan in the window if you hover the mouse over the source plan name. If you select a recently used source plan from the dropdown menu displayed when the Add button is clicked (Data source selection form), OnePager Bundle Standalone adds that source plan to the source packet.

Project for the Web Source Plan Not Found

When selecting a P4W source plan from the RECENT dropdown list or when making changes to the source plan packet there is a possibility that the selected source plan is no longer available to P4W either because the source plan was deleted, renamed, or un-shared. When OnePager cannot locate the requested source plan the message shown below is presented:

P71-3_0_3_1-71-(10A)-03022022.png Update Screenshot when Bugzilla 9094 is fixed

Clicking the Ignore All or the Ignore button returns you to the OnePager Bundle Start form.

Removing a Source Plan

The Remove button allows you to remove a source plan from a source packet if that source plan is not needed to create the new chart. To remove a source plan, first select the source plan in the Data source selection form’s window so that it is highlighted in blue then click the Remove button as shown in the sequence below:

P71-3_0_3_3-71-(11-2)-06082021.png Update Screenshot when Bugzilla 9094 is fixed

P71-3_0_3_3-71-(12)-06082021.png Update Screenshot when Bugzilla 9094 is fixed

Other Choices to Make

Moving on to the other groups of the OPC form, you are asked to confirm a few things before you build the chart. OnePager makes good guesses for each of these choices, but you can change any of them:

P72-3_0_3_7-71-(15)-10112022.png

Starting Template Properties Form

The current Template Properties form determines which fields are imported from P4W source plan files and how the initial chart looks. OnePager ships with many sample Templates Properties forms, but you can also customize your own Template Properties form. To choose which Template Properties form to use in building your chart, click the Change… button in the top group of the OPC form as shown here:

P72-3_0_3_7-71-(15A)-10112022.png

The dropdown list shown in the illustration above only shows RECENT and PERMANENT Templates selections for the source plan type you selected previously in the Selected File(s) sub-control group above.

When using OnePager with P4W source plans it is required that you use P4W Template Properties forms. If OnePager detects that there is a mismatch between source plan file type and the Template Properties form, a warning message is provided.

For now, just stick with the default Template Properties form entitled Single Project Gantt View – Detailed for Project for the Web, but you can always use a different Template Properties form to get a different type of chart.

Title of the New Chart

This is the Title of the chart and also the suggested save name. You can change the save name when you save it. We recommend that you enter a Title that helps you identify the chart later on as shown here:

P72-3_0_3_7-71-(15B)-10112022.png

For each chart you create, OnePager remembers colors, titles, legends, font sizes, and all other graph properties so that your work is saved. Later, you can update the chart with a snapshot of how the project looks on a different date. Then you can browse through the snapshots to see how the project is changing over time. OnePager also saves the path name associated with the save name (.TAM).

Task Selection

As discussed in a previous sub-section above, this is how you tell OnePager which tasks to import from your P4W source plan as indicated below:

P72-3_0_3_7-72-(10B)-10112022.png

Either click the Select all tasks radio button to create a chart with everything or check the appropriate Show checkboxes in the Project for the web Task List form. You can make several charts from a single P4Wt source plan, each using a different set of checked ON Show checkboxes in this form. In OnePager, if no Show checkboxes checked ON, your receive a warning message shown below:

P71-3_0_3_3-71-(15D)-06082021.png File:P72-3 0 3 7-72-(15D)-10112022.png P72-3_0_3_7-72-(15D)-10112022.png Update Screenshot when Bugzilla 9099 is fixed

Clicking the Select tasks by custom filter button enables the Edit filters... button. Clicking the Edit filters... button takes you to a form that controls the Conditional Import Filters feature as shown here.

P72-3_0_3_7-72-(15E)-10112022.png

For more detailed information on Conditional Import, please see the article at:

Conditional Import Filters (Portal) 7.18.1-72

Snapshot Date

This is the date of the chart and lets you keep track of how schedules change over time. The snapshot date is set by default from your P4W source plan's Current date. You can change the snapshot date by clicking on the dropdown button at the window shown in the illustration below:

P72-3_0_3_7-72-(15F)-10112022.png

Making a calendar date selection as shown above establishes the snapshot date for the chart and the snapshot being created. Each chart can have many snapshots. Snapshots and their management are important topics. Snapshots are the basis of how OnePager helps you track the progress of your project.

For more information on Snapshots and their Management, please see the articles at:

Managing Chart Data (Portal) 23.0.1-72

Show Field Mappings

The Show field mappings checkbox is near the bottom of the form. When this box is checked ON you have a chance to review and change the P4W field mappings to OnePager before you make your first chart. To do this, click the Next> button as shown here:

P72-3_0_3_7-72-(15G)-10112022.png

You now see the following form:

P72-3_0_3_7-72-(16)-10112022.png

Notice in the above form that OnePager has relied on the current Template Properties form to make some guesses on which P4W source plan fields should be used in making the chart. You can easily change any of these field mappings by making selections from the dropdown menus. For example, shown below is how to change which Finish Date in Smartsheet is used to create the chart's Finish:

P72-3_0_3_7-72-(17)-10112022.png

Creating the Graph

We've gone ahead and selected a simpler Template Properties form so when the Create new chart button is clicked, the P4W source plan is used to create the OnePager chart shown here:

P72-3_0_3_7-72-(11A)-10122022.png

Copying the Chart to Microsoft PowerPoint

OnePager Bundle provides access to the Windows clipboard so you can copy the chart and paste it into another application. To copy the current chart snapshot to the clipboard click the Copy button on the Home ribbon tool bar tab as shown below:

Then launch Microsoft PowerPoint and paste the clipboard copy of the chart into a Microsoft PowerPoint slide, as shown below:

P72-3_0_3_7-72-(37)-10122022.png

That’s it! You’ve created a professional 1-page schedule summary from a complex Project for the Web schedule and copied it into a Microsoft PowerPoint presentation. You can also print the chart by selecting the Print button on the File tab. OnePager Bundle has other features that let you move task bars vertically to different rows and swimlanes, change the number and levels of swimlanes, add swimlane titles, show graphic dependencies among tasks, change task bar colors, hide task bars, edit text items, add floating comment boxes, add comment boxes to task bars, and standardize on chart styles across organizations.

To learn more about these features, read about the specific workflows in this Wiki at:

Basic Workflows (Portal) 7.0.1-72

Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-72

Opening a Chart

The OnePager Bundle Start form has two additional buttons for accessing existing charts built with OnePager (OPEN) and for specifically updating an existing chart with updated source plan information (UPDATE).

The right-most button on the OnePager Start form is the OPEN button. Clicking the OPEN button displays a dropdown menu which is the same for the UPDATE button. The options in the dropdown are discussed below:

P72-3_0_3_7-72-(19A)-10122022.png

Clicking the BROWSE FILES... option accesses a Windows Open form from which you can select a .TAM that you want to open. Selecting the desired .TAM causes OnePager Bundle Standalone to display the selected chart in the Chart Editor. From the Chart Editor, you can edit the chart, save it, or share it with others. Clicking any of the RECENT charts items in the dropdown menu above causes OnePager to load the associated .TAM into the Chart Editor.

Updating a Chart

OnePager supports updates to your chart through the UPDATE button found on the OnePager Bundle Start form. Clicking the UPDATE button provides the same options in terms of a dropdown list as described above for the OPEN button. A sample UPDATE button dropdown is shown here:

P72-3_0_3_7-72-(4A)-10122022.png

Updates to OnePager charts are performed by adding snapshots which are a series of charts produced from a sequentially updated P4W source plan over time. Updates can be made to existing charts in the set of existing snapshots.

Snapshots are identified by a snapshot date. The management of snapshots with a chart is described in the sub-sections that follow.

Replacing A Snapshot - Updating a Chart with Changes Made to the Project for the Web Source Plan's Data

Suppose, after examining the chart you created and saved, you realize that it might be best to show more task bars. This, you think, would greatly improve your schedule presentation. Updating the chart at this point is simple. Recall that OnePager is active and the Chart Editor is displaying the current chart you want to update. At this point the P4W source plan should be updated in Project for the Web online and saved. The original chart looked like this:

P72-3_0_3_7-72-(11A)-10122022.png

Typically, the addition of new rows to the chart is done by updating the Flag used signal OnePager to import tasks by changing their value in the source plan row from No to Yes. Since P4W does not make, at this time, Boolean fields available to OnePager, to accomplish this update we must access the Project for the web Task List form, as discussed above, and change the checkboxes in the Show column of the form to checked ON for the tasks we now want OnePager to import. To do this first click the .TAM file name in the UPDATE dropdown list as shown above to access, once again, the OnePager choices form as shown below:

P72-3_0_3_7-72-(11B)-10122022.png

Note that the configuration of the OnePager choices form is supporting a REPLACE existing snapshot at date with the date shown below. You can easily create a new snapshot by clicking on the NEW snapshot at date: radio button and select the date using the Calendar date picker dropdown available.

In this example we are going to increase the tasks that are represented in the chart by checking ON the desired additional tasks as represented in the Project for the web Task List form as shown below:

P72-3_0_3_7-72-(11C)-10122022.png

The Project for the web Task List is enlarged vertically in the illustration above so that the additional Show checkboxes turned ON can be seen. Clicking the OK button on the Project for the web Task List form closes the form. At this point you can make any other alterations to the OnePager choices form and when you are finished click the Replace dates button at the bottom of the form to update the chart. After clicking the Replace dates button, OnePager produces the updated chart that looks like this:

P72-3_0_3_7-72-(11D)-10122022.png

Although the example above did not involve re-accessing your Project for the web source plan, the UPDATE process is the same. First access your Project for the web source plan and make the desired updates to that source plan. Next, launch OnePager Bundle and click the UPDATE button on the OnePager choices form to access the desired source plan and OnePager choices form controlling the update. Make any necessary changes to the OnePager choices form and click the Replace dates or the Replace all properties buttons as appropriate. OnePager then displays an updated chart in the Chart Editor.

Adding a Snapshot - Adding to the Chart with Changes Made to the Smartsheet Source Plan's Data

The power of OnePager is illustrated when, after a period of progress on the project, it is time to produce another chart. OnePager produces your next snapshot with the same look and feel as the original assuming that the P4W source plan was updated with actual start and finish, percent complete, and other relevant data during the reporting interval, OnePager can easily generate a new snapshot. Suppose we have the chart we created in the previous example and we want to create another graph from the updated P4W source plan later on in the project. The original chart is shown below:

P72-3_0_3_7-72-(11E)-10122022.png

Before creating a new snapshot to show updates to the plan, we need to update the P4W source plan say by updating the Percent Complete for tasks that have progressed to , say, 95% or greater, just for this example. After the P4W source plan is updated, it looks like this

P72-3_0_3_7-72-(11F)-10122022.png

When the source plan is updated with this revised information, we can proceed. Launch OnePager and click the UPDATE button on the OnePager Bundle Start form. Doing so accesses the following OnePager choices (OPC) form shown here:

P72-3_0_3_7-72-(11G)-10122022.png

In the OPC form select the NEW snapshot at date: as shown above. You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time. To see which snapshot dates already exist, just position your mouse over the NEW snapshot at date: window to see a list of the existing dates.

P72-3_0_3_7-72-(20B)-10122022.png

You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:

P72-3_0_3_7-72-(20C)-10122022.png

Un-check the Show field mappings checkbox OFF if you want to use the same field mappings as you used before. The bottom of the screen now looks like this:

Pressing the large New button creates a new snapshot for the chart. The chart opens at the new snapshot. The color, fonts, title, and swimlane assignments are consistent between the two snapshots:

P72-3_0_3_7-72-(20D)-10122022.png

You can go back and forth between the two snapshots by using the snapshot forward/backward buttons on the View ribbon tool bar tab as shown below:

P72-3_0_3_7-72-(20E)-10122022.png

Editing the Chart

Once the OnePager chart is created it can be edited in the Chart Editor. The editing options are very robust with features available to move task bars up and down in the chart, change color and sizes of task bars and row heights, and change the sizes of text font which is used below to illustrate how chart editing can be done.

Editing Task Bar Name Label Font Sizes

You can always edit the font sizes and label positions on task bars and milestone symbols to optimize readability. To do this, hold down the left mouse button and drag a selection box (Lasso) that encloses many task bars and milestone symbols at once:

P72-3_0_3_7-72-(29)-10122022.png

When you release the mouse, the enclosed task bars and milestone symbols are all be selected:

P72-3_0_3_7-72-(30)-10122022.png

Click the Increase Font Size button on the Home ribbon tool bar tab shown below:

P71-3_0_3_3-71-(31-2)-10282021.png

The chart now looks something like this:

P72-3_0_3_7-72-(32)-10122022.png

Repeating this operation for the remaining task bars and milestone symbols (we could have done Select All and done it all at once!), we can now edit the chart so that all task bars and milestone symbols have larger fonts:

P72-3_0_3_7-72-(33)-10122022.png

Editing Task Bar Name Label Positions

Another common editing action is to move the task bar's name label from their current positions to positions elsewhere around or on the task bar. To do this, click the name label to select it and then click the Label Position button on the Home ribbon tool bar tab. This action accesses the Label Position dropdown list where you can select one of the label positioning buttons as shown here:

P72-3_0_3_7-72-(34)-10122022.png

At this point, as an example, click the Left option in the dropdown and the selected name label is moved to the left side of the task bar as shown here:

P72-3_0_3_7-72-(34A)-10122022.png

In case you change your mind about the last editing action you took, you can UNDO the last editing action by clicking the UNDO button above the OnePager ribbon tool bar tabs. Successive clicking the UNDO button undoes editing actions in the reverse order that they were applied.

P72-3_0_3_7-72-(35)-10122022.png

Save the edited chart by pressing the Save button above the ribbon tool bar tab next to the UNDO button. All of the font size changes, text-position edits, and the new Legend position are now saved in case you need to update this chart with new data at a later time.

Editing Other Chart Contents

The examples above are just samples of Chart Editor capabilities provided for editing within the chart. Making other edits to task bars and milestone symbols and name labels are covered in more detail in this article:

Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-72

Additionally, you can add task bar and milestone symbol information related to each activity and milestone imported such as baseline data, percent complete information, and critical path information. You can add comment boxes to task bars, free floating comment boxes in the chart, vertical curtains, task links to show dependencies, multiple swimlane levels and background images. And you can change the chart's Start/End Dates, add or hide the Legend, and add time axis levels at the top, bottom, and within the graph (floating time axis rows). Further, you are able to edit task bar and milestone symbol shapes, colors, and fill patterns; you have controls for editing rows/swimlanes, text columns, headers and footers in the chart, background colors, and other text information shown in the graph.

These capabilities and the articles that provide the detailed information on how to use them can be found at this index page:

Ways to Make Changes to Your Chart 0.04-72

Enhanced Capabilities Provided with OnePager

All editions of OnePager are distributed with all the enhanced capabilities previously available in OnePager Pro and Express. These capabilities include Multiple Swimlane definition and editing, display and editing of Task Links, and additional features for displaying and editing on the Time Axis.

Multiple Swimlane Levels

OnePager now supports three swimlane levels which can be nested inside one another to better display a hierarchy relationship for a Program, it’s Projects, and their Phases as shown here:

In the illustration above, the first swimlane level is “Program” and under it as the second swimlane level are its “Projects”. The third swimlane level under each “Project” are “Phases” and the rows within each Phase show the task bars at their appropriate start/end dates. Definition and editing of these multiple swimlane levels is accomplished in the Template Properties and Chart Properties form’s Rows/Swimlanes tab that is modified to provide all the controls necessary to manage these multiple swimlane levels in the chart. The Rows/Swimlanes tab of the Chart Properties form is shown below:

P72-3_0_3_7-72-(41)-10132022.png

In addition to adding multiple swimlane levels, the tab shown above is simplified by reorganizing the controls associated with Rows and Text Columns. Sorting controls for rows and swimlanes are in separate sub-control groups as shown above. There is a Row Borders Formatting… button in the Rows control group with the controls for defining and global editing of row borders and access buttons for Swimlane Formatting… and Text Column Formatting… The controls shown above for the Chart Properties form are also found in the distributed Template Properties form’s Rows/Swimlanes tab. More detailed introductory information on the new Multiple Swimlane Levels feature can be found at these links:

Using Rows and Swimlanes 4.0.1.5-72

Creating and Editing Rows and Swimlanes (Portal) 12.0.1-72

Displaying Data-Driven Task Links

OnePager is enhanced to assist you with displaying Smartsheet Predecessor fields in your chart. Typically, this feature is turned OFF in all Template Properties forms distributed with OnePager Bundle. However, the feature can be turned ON either before or after the creation of a chart. To turn the Data-Driven Task Link feature ON prior to creating a chart, go to the Template Properties form you plan to uses and click on the Task Links tab and then click the Import predecessors checkbox in the Data-Driven Task Links control group as shown below:

P72-3_0_3_7-72-(44)-10132022.png

With the Import predecessors checkbox checked ON in the Template Properties form, the chart first created looks like this:

P72-3_0_3_7-72-(43)-10132022.png

To turn the Data-Driven Task Link feature ON after the chart is created, go to the Chart Properties form's Task Links tab and then click the Import predecessors checkbox ON in the Data-Driven Task Links control group as shown below:

P72-3_0_3_7-72-(42A)-10132022.png

Once imported, Data-Driven Task Links can be shown or hidden and can be edited globally using the Template Properties or Chart Properties forms as shown above or individually using a task link right-click context menu. OnePager Bundle continues to support manual Task Links which in previous OnePager versions were called Event Links. The OnePager Data-Driven Task Links feature is flexible and powerful.

More details are provided in the series of articles at:

Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-72

Editing the Time Axis

All editions of OnePager are also enhanced with new capabilities and feature so you can edit the time axis and configure it to focus on specific time periods of interest in your project schedule presentation. As an example of the enhancements made to the time axis is the addition of the time axis cell stretch feature where you can lengthen the horizontal extend of any time axis cell so as to provide more space to focus on details within that time period. An example of a stretched lower level time axis cell is shown below:

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For additional detailed information on the editing of time axis cells and other related capabilities please see this article at:

Modifying the Time Axis (Portal) 22-2.0.1-72

Related Links

Getting Started with Project for the Web	What's New with OnePager Release 7.1? Video
Switching from One Smartsheet Account to Another	OnePager Doesn't Launch when the Standalone Icon is Clicked
Contact OnePager Support

Ways to Make Changes to Your Chart 0.04-72	Installing and Activating OnePager Bundle (Portal) 2.0.3-72
Getting Started with OnePager Pro Version 7.2 3.0.1-72	Getting Started with OnePager Express Version 7.2 3.0.2-72
Using Oracle Primavera P6 Source Plans with OnePager 3.0.3.1-72	Using Microsoft Project/Excel Source Plans with OnePager Bundle 3.0.3.2-72
Using Rows and Swimlanes 4.0.1.5-72	OnePager's Ribbon Tool Bar Home Tab 4.0.2.2.1-72
OnePager's Ribbon Tool Bar Data Tab 4.0.2.2.7-72	OnePager's Ribbon Tool Bar View Tab 4.0.2.2.9-72
Basic Workflows (Portal) 7.0.1-72	Conditional Import Filters (Portal) 7.18.1-72
Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-72	Creating and Editing Rows and Swimlanes (Portal) 12.0.1-72
Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-72	Managing Chart Data (Portal) 23.0.1-72

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