Difference between pages "Basic Manual and Global Editing of Multi-Page Output" and "Using OnePager with Microsoft Project Server/Project Online for Version 7.2 (Portal)"

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(→‎Using OnePager Pro Add-in)
 
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==About Manual Editing of Multi-Page Outputs==
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==Overview==
  
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1) You have several '''page break''' manipulation controls in the '''Page Break''' view mode.    Automatic page breaks recommended by OnePager are selectable and can be dragged to new locations.  
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OnePager Pro ('''OPP''') provides expanded '''cloud''' access capabilities by supporting access to Microsoft Project Server and Project Online accounts.  '''OPP''' can connect to '''cloud''' resident databases so that charts and snapshots can be '''created/updated''' directly from these '''source plans'''.
  
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2) Below shows a page breaks inserted by OnePager:
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Additionally, '''OPP''' supports access to '''multiple accounts''', '''searches of online databases''' for specific '''source plans''', and '''online security protocols'''.  With this feature, you are able to  '''access''' Microsoft Project '''source plans''' from the '''cloud''' and use the '''OPP Add-in and Standalone''' applications to '''create''', '''update''', and '''open''' charts.
  
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<center>[[File:P52-5_3-(1)-05292015.png]]</center>
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This article is primarily focused on OnePager Pro ('''OPP'''). However, this article also applies to OnePager Bundle ('''OPB''') where '''OPB''' is accessing Microsoft Project Server and Project Online '''source plans'''.
  
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:a) You may select, drag, and drop an automatic vertical or horizontal page break.
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==General Cautions==
  
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:b) By right-clicking in open space where you desire to place a page break, OnePager will display the menu below to let you insert a horizontal or vertical manual page break:
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OnePager Pro and OnePager Bundle support accessing your '''cloud''' resident files without the assistance of Microsoft Project Professional.  Additionally, both products can '''create''', '''update''', and '''open multi-project''' charts from '''source packages''' consisting of more than one Microsoft Project '''source plan'''. 
  
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<center>[[File:P52-5_3-(2)-05292015.png]]</center>
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For more information, please see the article at:  [[Creating Various Multi-Project Charts with OnePager for Version 7.2 (Portal) | Creating Various Multi-Project Charts with OnePager (Portal)]] 8.0.1-72
  
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:c) When you click the '''Horizontal''' sub-command as shown above, OnePager will create a new page break at the position of your original right-click as shown below:
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However, due to technical differences between Microsoft Project '''source plans''' resident on your computer and those that are '''cloud''' resident (i.e., Microsoft Project Server or Project Online), '''caution is recommended''' when '''mixing source plans''' from different '''media''' (i.e., your computer and the '''cloud'''). As a protection, '''OnePager prohibits, to the extent possible, the combination of '''source plans''' from differing '''media''' being incorporated into a single '''source package''' for the purpose of creating a '''NEW''' chart or for '''UPDATING''' an existing chart. As an additional precaution, please be mindful of the setting of the '''Server method''' in the '''Template Properties''' and '''Chart Properties''' form's '''Advanced''' tabs.  The '''Template Properties''' form's '''Advanced''' tab is shown below:
  
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<center>[[File:P52-5_3-(3)-05292015.png]]</center>
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<center>[[File:P71-8_5_1-71-(1)-01042022.png]]</center>
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<!--<center>P71-8_5_1-71-(1)-01042022.png</center>-->
  
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:d) Both automatically generated and manually inserted page breaks will now be shown if you are in the '''M x N''' mode.  If you are in '''automatic x automatic''' mode, the manually inserted page break may replace an automatic page break if it is possible to do so.
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This setting is critical to inform OnePager of whether to access the '''cloud''' resident '''source plan''' directly or to access it via Microsoft Project.
  
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:e) You may now select the page break with a left or right-click.  Also, a left-click will display a border around the page break as shown below:
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==Using OnePager with Microsoft Project Server/Project Online==
  
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<center> [[File:P52-5_3-(4)-05292015.png]]</center>
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OnePager supports access to your Microsoft Project Server or Project Online '''accounts'''.
  
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:f) After selecting the horizontal page break, dragging the cursor to the left or right will change the location of the page break.  Since horizontal page breaks are placed between the lowest level '''time axis''' tic marks, you should drag the page break as close as you can to the appropriate time axis tic boundary.  Releasing the left mouse button will complete the action as shown below:
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===Using OnePager Pro Add-in===
  
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<center> [[File:P52-5_3-(5)-05292015.png]]</center>
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If you are planning to use OnePager Pro's '''Add-in''' application, you are able to easily connect and access your '''accounts''' from Microsoft Project Professional (before launching '''OPP''').  We recommend that you use Microsoft Project Professional to connect, access, and verify before launching '''OPP Add-in''' from the Microsoft Project Professional tool bar. Once connected and '''account''' access is verified through Microsoft Project Professional, use the '''OPP Add-in''' application as you normally would to create '''NEW''' charts, '''UPDATE''' existing charts, or simply '''OPEN''' existing charts.  Please use the article referenced below to guide your use of '''OPP Add-in''' in the Microsoft Project Server or Project Online environments.
  
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:g) Inserting a page break manually will override any previous settings of the '''Height''' or “Width''' settings section as shown below:
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If you are '''UPDATING''' and previously set the '''Server method''' in the '''Template Properties''' or '''Chart Properties''' form's '''Advanced''' tab to '''Connect directly to Server''', you should open the '''Chart Properties''' form and change it to '''Use MS Project Professional''' if you want to use Microsoft Project to access the '''source plan''' data.
  
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<center>[[File:P52-5_3-(6)-05292015.png]]</center>
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<center>
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{| class="wikitable"
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| [[Using OnePager Add-In with Microsoft Project Server/Project Online for Version 7.2 | Using OnePager Add-In with Microsoft Project Server/Project Online]] 8.5.1.1-72
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|}
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</center>
  
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:h) Right-clicking a manual page break lets you delete it.  The right-click brings up a small menu with a delete command as shown below:
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===Using OnePager Pro Standalone===
  
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<center>[[File:P52-5_3-(7)-05292015.png]]</center>
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If you are planning to use OnePager Pro's '''Standalone''' application, the product supports connecting,  accessing, and verifying your Microsoft Project Server or Project Online '''accounts'''.  The article link below describes in detail how to use '''OPP Standalone''' to first connect, access, and verify access to your Microsoft Project Server or Project Online '''accounts'''.  The article continues with specific tips on creating '''NEW''' charts, '''UPDATING''' existing charts, and '''OPENING''' existing charts.
  
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:i) '''Note''' that you cannot delete an automatic page break in this way. Rather, you can remove all the page breaks by using the '''Page Breaks''' button.
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<center>
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{| class="wikitable"
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| [[Using OnePager Standalone with Microsoft Project Server/Project Online for Version 7.1 | Using OnePager Standalone with Microsoft Project Server/Project Online]] 8.5.1.2-71
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|}
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</center>
  
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<center>[[File:P52-5_3-(8)-05292015.png]]</center>
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==Troubleshooting==
  
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:j) Further, if you are in the '''3 X 2''' mode, say, and you delete a manual page break, OnePager will insert an automatic page break to maintain the '''3 X 2''' mode condition.  If you want to go back to the '''2 X 2''' mode, you will need to change the contents of the '''Width''' window on the '''Page Layout''' tab.
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Please refer to these '''Frequently Asked Questions''' if you are having problems:
  
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:k) After completing the delete of the page break, the project view will look like this in the Page Break view:
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<center>
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{| class="wikitable"
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| [https://www.onepager.com/support/faq.php?id=79 Updating OnePager with a Project Online or Project Server 2016/2019/2021 plan]
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|-
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| [https://www.onepager.com/support/faq.php?id=96 Can't Connect to Project Online/Project Server]
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|-
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| [https://www.onepager.com/support/faq.php?id=117 Importing Enterprise Custom Fields from Project Server and Project Online]
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|-
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| [https://www.onepager.com/support/faq.php?id=151 Migrating from Project Server to Project Online]
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|}
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</center>
  
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<center> [[File:P52-5_3-(9)-05292015.png]]</center>
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==Related Links==
  
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==Using the Page Layout Tab’s Document Fitting Settings to Manually Change Page Breaks==
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[[Creating a NEW Chart via Pull Operation Feature for Version 7.2 | Creating a NEW Chart via Pull Operation Feature]] 7.13.1-72
  
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3) The '''Height''' and '''Width''' controls on the '''Page Layout''' tab in the '''Document Fitting''' group lets you manually set the number of output pages vertically and horizontally.
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[[REPLACING a Snapshot via Pull Operation for Version 7.2 | REPLACING a Snapshot via Pull Operation]] 7.14.1-72
  
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:a) The default setting for both of these is one (1).  
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[[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] 7.15.1-72
  
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:b) The two controls are synchronized with the '''Page Layout''' tab of the Project-View Properties ('''PVP''') form.
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[[Custom Update (Replacing) of a Snapshot via Pull Operation for Version 7.2 | Custom Update (Replacing) of a Snapshot via Pull Operation]] 7.16.1-72
  
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==Global Editing of Page Layout with the Project View Properties Form==
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.2 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-72
  
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4) Global controls over multiple pages are in a new tab in both the '''PVP''' form and the '''Template Properties''' forms. This tab, the '''Page Layout''' tab, is shown below:
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[[Creating Various Multi-Project Charts with OnePager for Version 7.2 (Portal) | Creating Various Multi-Project Charts with OnePager (Portal)]] 8.0.1-72
  
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<center>[[File:P52-5_3-(10)-05292015.png]]</center>
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(8.5.1-72)
  
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:a) The above is from the '''PVP''' form but the format and controls are exactly the same for the '''Page Layout''' tab in the '''Template Properties''' form.  This tab provides central control for the multi-page feature.  There are some duplicate controls related to repeating elements that are on their associated tabs.  The details for the controls in the above are explained in this article: [[Page Setup, Document Fitting, and Repeating Elements (Portal)]].
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[[Category:Version 7.2]]
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[[Category:Add-in]]
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:b) As an example of the repeat controls being duplicated on other tabs is shown below for row/swimlane labels:
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[[Category:Standalone]]
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[[Category:Basic Workflows]]
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<center>[[File:P52-5_3-(11)-05292015.png]]</center>
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[[Category:Multi-Project Formats]]
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[[Category:Enterprise Integration]]
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:c) Lastly, multi-page controls are accessible from the '''Print''' tab under the '''File''' tab of the ribbon:
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[[Category:Microsoft Project Server Accounts]]
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[[Category:OnePager Choices Form]]
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<center>[[File:P52-5_3-(12)-05292015.png]]</center>
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[[Category:Charts]]
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[[Category:Editing the Chart]]
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:d) Clicking the '''Print''' button in the '''File''' tab above will reveal the Windows '''Print''' form as shown below:
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[[Category:Template Properties Form]]
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[[Category:Sharing Output]]
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<center>[[File:P52-5_3-(13)-05292015.png]]</center>
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[[Category:Microsoft Project]]
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:e) Clicking the '''Settings''' button will bring up the '''Page Layout''' tab of the '''PVP''' form as shown below:
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<center>[[File:P52-5_3-(14)-05292015.png]]</center>
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==Global Editing of Page Layout with the Templates Properties Form==
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5) Global editing of multi-page features is also provided in OnePager's '''Templates Properties''' form which may be accessed from the Microsoft Project or Microsoft Excel tool bar. 
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6) The controls provided on the '''Page Layout''' tab of the '''Template Properties''' form are identical to the controls on the '''Page Layout''' tab of the '''PVP''' form.  Changes made to the OnePager '''template''' with will be automatically applied to any project view subsequently created with that '''template'''. 
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−
 
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7) Changing a '''template''' does not affect a project view that was created with the '''template''' before the template was changed.
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(5.3)
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[[Category:Version 5.2]]
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[[Category:Version 5.3]]
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[[Category:Getting Started]]
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[[Category:Core Concepts]]
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[[Category:Templates]]
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[[Category:Project-View Properties Form]]
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[[Category:Editing a Project View]]
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[[Category:Rows and Swimlanes]]
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[[Category:OnePager - Tool Bar]]
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[[Category:Page Layout]]
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[[Category:Print]]
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[[Category:Multi-Page Output]]
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[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
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[[Category:OnePager Express]]
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[[Category:OnePager Bundle]]

Revision as of 19:37, 19 May 2022

Overview

OnePager Pro (OPP) provides expanded cloud access capabilities by supporting access to Microsoft Project Server and Project Online accounts. OPP can connect to cloud resident databases so that charts and snapshots can be created/updated directly from these source plans.

Additionally, OPP supports access to multiple accounts, searches of online databases for specific source plans, and online security protocols. With this feature, you are able to access Microsoft Project source plans from the cloud and use the OPP Add-in and Standalone applications to create, update, and open charts.

This article is primarily focused on OnePager Pro (OPP). However, this article also applies to OnePager Bundle (OPB) where OPB is accessing Microsoft Project Server and Project Online source plans.

General Cautions

OnePager Pro and OnePager Bundle support accessing your cloud resident files without the assistance of Microsoft Project Professional. Additionally, both products can create, update, and open multi-project charts from source packages consisting of more than one Microsoft Project source plan.

For more information, please see the article at: Creating Various Multi-Project Charts with OnePager (Portal) 8.0.1-72

However, due to technical differences between Microsoft Project source plans resident on your computer and those that are cloud resident (i.e., Microsoft Project Server or Project Online), caution is recommended when mixing source plans from different media (i.e., your computer and the cloud). As a protection, OnePager prohibits, to the extent possible, the combination of source plans from differing media being incorporated into a single source package for the purpose of creating a NEW chart or for UPDATING an existing chart. As an additional precaution, please be mindful of the setting of the Server method in the Template Properties and Chart Properties form's Advanced tabs. The Template Properties form's Advanced tab is shown below:

P71-8 5 1-71-(1)-01042022.png

This setting is critical to inform OnePager of whether to access the cloud resident source plan directly or to access it via Microsoft Project.

Using OnePager with Microsoft Project Server/Project Online

OnePager supports access to your Microsoft Project Server or Project Online accounts.

Using OnePager Pro Add-in

If you are planning to use OnePager Pro's Add-in application, you are able to easily connect and access your accounts from Microsoft Project Professional (before launching OPP). We recommend that you use Microsoft Project Professional to connect, access, and verify before launching OPP Add-in from the Microsoft Project Professional tool bar. Once connected and account access is verified through Microsoft Project Professional, use the OPP Add-in application as you normally would to create NEW charts, UPDATE existing charts, or simply OPEN existing charts. Please use the article referenced below to guide your use of OPP Add-in in the Microsoft Project Server or Project Online environments.

If you are UPDATING and previously set the Server method in the Template Properties or Chart Properties form's Advanced tab to Connect directly to Server, you should open the Chart Properties form and change it to Use MS Project Professional if you want to use Microsoft Project to access the source plan data.

Using OnePager Add-In with Microsoft Project Server/Project Online 8.5.1.1-72

Using OnePager Pro Standalone

If you are planning to use OnePager Pro's Standalone application, the product supports connecting, accessing, and verifying your Microsoft Project Server or Project Online accounts. The article link below describes in detail how to use OPP Standalone to first connect, access, and verify access to your Microsoft Project Server or Project Online accounts. The article continues with specific tips on creating NEW charts, UPDATING existing charts, and OPENING existing charts.

Using OnePager Standalone with Microsoft Project Server/Project Online 8.5.1.2-71

Troubleshooting

Please refer to these Frequently Asked Questions if you are having problems:

Updating OnePager with a Project Online or Project Server 2016/2019/2021 plan
Can't Connect to Project Online/Project Server
Importing Enterprise Custom Fields from Project Server and Project Online
Migrating from Project Server to Project Online

Related Links

Creating a NEW Chart via Pull Operation Feature 7.13.1-72

REPLACING a Snapshot via Pull Operation 7.14.1-72

ADDING a Snapshot via Pull Operation 7.15.1-72

Custom Update (Replacing) of a Snapshot via Pull Operation 7.16.1-72

Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-72

Creating Various Multi-Project Charts with OnePager (Portal) 8.0.1-72

(8.5.1-72)

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