Difference between revisions of "Making Multi-Project Charts for Wrike for Version 7.2"
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− | =Making Multi-Project Charts for Wrike for Version 7.2 (P72-8.5.11-72- | + | =Making Multi-Project Charts for Wrike for Version 7.2 (P72-8.5.11-72-10052023.txt)= |
==Overview== | ==Overview== | ||
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One method for using a '''single''' Wrike '''import source plan''' is to add a field to your '''source plan''' with a field name of '''Project'''. This name is recognized by OnePager and is utilized in multi-project '''Template Properties''' form shipped with the product. An example Wrike '''source plan''' with the '''Project''' field is shown below: | One method for using a '''single''' Wrike '''import source plan''' is to add a field to your '''source plan''' with a field name of '''Project'''. This name is recognized by OnePager and is utilized in multi-project '''Template Properties''' form shipped with the product. An example Wrike '''source plan''' with the '''Project''' field is shown below: | ||
− | <center>[[File: | + | <center>[[File:P72-8_5_9-72-(1)-10052023.png]]</center> |
− | <center> | + | <center>P72-8_5_9-72-(1)-10052023.png</center> |
− | <center>[[File:P72-8_5_11-72-(1)- | + | <center>[[File:P72-8_5_11-72-(1)-10062023.png]]</center> |
− | <center>P72-8_5_11-72-(1)- | + | <center>P72-8_5_11-72-(1)-10062023.png</center> |
After configuring your Wrike '''source plan''' with the '''Project''' field and the necessary '''multi-project''' schedule data, you can create a useful '''multi-project''' chart by following the steps described in the next section. | After configuring your Wrike '''source plan''' with the '''Project''' field and the necessary '''multi-project''' schedule data, you can create a useful '''multi-project''' chart by following the steps described in the next section. | ||
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<center>[[File:P72-7_2_3-72-(2)-05152023.png]]</center> | <center>[[File:P72-7_2_3-72-(2)-05152023.png]]</center> | ||
<center>P72-7_2_3-72-(2)-05152023.png</center> | <center>P72-7_2_3-72-(2)-05152023.png</center> | ||
+ | <center>[[File:P72-8_5_11-72-(2)-10062023.png]]</center> | ||
+ | <center>P72-8_5_11-72-(2)-10062023.png</center> | ||
===Creating a NEW Chart from a Multi-Project Source Plan=== | ===Creating a NEW Chart from a Multi-Project Source Plan=== | ||
− | Next, click the '''NEW''' button on the '''OnePager Bundle Start''' form. This accesses the '''OnePager choices''' ('''OPC''') form where clicking the '''Select''' command in the '''Please select a source file | + | Next, click the '''NEW''' button on the '''OnePager Bundle Start''' form. This accesses the '''OnePager choices''' ('''OPC''') form where clicking the '''Select''' command in the '''Please select a source file''' sub-control group enables you to '''BROWSE Wrike ...''' '''import source plans''' or to select a '''RECENT''' '''import source plan''' as shown here: |
− | <center>[[File: | + | <center>[[File:P72-8_5_9-72-(3)-10052023.png]]</center> |
− | <center> | + | <center>P72-8_5_9-72-(3)-10052023.png</center> |
− | <center>[[File:P72-8_5_11-72-(3)- | + | <center>[[File:P72-8_5_11-72-(3)-10062023.png]]</center> |
− | <center>P72-8_5_11-72-(3)- | + | <center>P72-8_5_11-72-(3)-10062023.png</center> |
− | For this illustration, we'll select the '''source plan''' named '''BlueGrass | + | For this illustration, we'll select the '''source plan''' named '''BlueGrass Project'''. When we do this, the '''OPC''' form is expanded to look like this: |
− | <center>[[File: | + | <center>[[File:P72-8_5_9-72-(3A)-10052023.png]]</center> |
− | <center> | + | <center>P72-8_5_9-72-(3A)-10052023.png</center> |
− | <center>[[File:P72-8_5_11-72-(3A)- | + | <center>[[File:P72-8_5_11-72-(3A)-10062023.png]]</center> |
− | <center>P72-8_5_11-72-(3A)- | + | <center>P72-8_5_11-72-(3A)-10062023.png</center> |
Before creating the '''NEW multi-project''' chart we must change the '''Template Properties''' form to support the creation of a chart from a '''multi-project source plan''' as described below. | Before creating the '''NEW multi-project''' chart we must change the '''Template Properties''' form to support the creation of a chart from a '''multi-project source plan''' as described below. | ||
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As shown above, the '''OnePager choices''' ('''OPC''') form does not show that a '''multi-project Template Properties''' form is being used. Before proceeding further we must change the '''Template Properties''' form's setting so that a '''multi-project Template Properties''' form is used to create the chart. This is done by clicking the '''Change''' button in the '''Starting Template''' group of the form as shown below: | As shown above, the '''OnePager choices''' ('''OPC''') form does not show that a '''multi-project Template Properties''' form is being used. Before proceeding further we must change the '''Template Properties''' form's setting so that a '''multi-project Template Properties''' form is used to create the chart. This is done by clicking the '''Change''' button in the '''Starting Template''' group of the form as shown below: | ||
− | <center>[[File: | + | <center>[[File:P72-8_5_9-72-(3B)-10052023.png]]</center> |
− | <center> | + | <center>P72-8_5_9-72-(3B)-10052023.png</center> |
− | <center>[[File:P72-8_5_11-72-(3B)- | + | <center>[[File:P72-8_5_11-72-(3B)-10062023.png]]</center> |
− | <center>P72-8_5_11-72-(3B)- | + | <center>P72-8_5_11-72-(3B)-10062023.png</center> |
− | Clicking the '''Change''' button accesses the folder where OnePager stores Wrike '''Template Properties''' forms distributed with the product as shown above. Select the '''Multi-Project Gantt Chart - Detailed''' entry in the window shown above and click the '''Open''' button at the bottom of the form. When you click the '''Open''' button on the '''Open''' form shown above, OnePager changes the current '''Template Properties''' form to the '''Multi-Project Gantt Chart – Detailed Template'''. | + | Clicking the '''Change''' button accesses the folder where OnePager stores Wrike '''Template Properties''' forms distributed with the product as shown above. Select the '''Multi-Project Gantt Chart - Detailed for Wrike''' entry in the window shown above and click the '''Open''' button at the bottom of the form. When you click the '''Open''' button on the '''Open''' form shown above, OnePager changes the current '''Template Properties''' form to the '''Multi-Project Gantt Chart – Detailed for Wrike Template'''. |
After changing the '''Template Properties''' selection, type in the '''title of the chart''' and assure that the '''Task Selection''' sub-control group's controls are set to '''import''' the tasks you need for your chart. | After changing the '''Template Properties''' selection, type in the '''title of the chart''' and assure that the '''Task Selection''' sub-control group's controls are set to '''import''' the tasks you need for your chart. | ||
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You are now ready to create the multi-project chart. First, click the '''Next>''' button (shown above) which takes you to the second page of the '''OPC''' form shown below: | You are now ready to create the multi-project chart. First, click the '''Next>''' button (shown above) which takes you to the second page of the '''OPC''' form shown below: | ||
− | <center>[[File: | + | <center>[[File:P72-8_5_9-72-(4)-10052023.png]]</center> |
− | <center> | + | <center>P72-8_5_9-72-(4)-10052023.png</center> |
− | <center>[[File:P72-8_5_11-72-(4)- | + | <center>[[File:P72-8_5_11-72-(4)-10062023.png]]</center> |
− | <center>P72-8_5_11-72-(4)- | + | <center>P72-8_5_11-72-(4)-10062023.png</center> |
Next, check your '''field mapping settings''' or make any '''Template Properties''' form adjustments. When you are finished, click the '''Create new chart''' button on the second page. OnePager generates a '''multi-project''' chart that looks like this: | Next, check your '''field mapping settings''' or make any '''Template Properties''' form adjustments. When you are finished, click the '''Create new chart''' button on the second page. OnePager generates a '''multi-project''' chart that looks like this: | ||
− | <center>[[File: | + | <center>[[File:P72-8_5_9-72-(5)-10052023.png]]</center> |
− | <center> | + | <center>P72-8_5_9-72-(5)-10052023.png</center> |
− | <center>[[File:P72-8_5_11-72-(5)- | + | <center>[[File:P72-8_5_11-72-(5)-10062023.png]]</center> |
− | <center>P72-8_5_11-72-(5)- | + | <center>P72-8_5_11-72-(5)-10062023.png</center> |
The chart above represents two separate projects using the swimlanes to organize the tasks/milestones for each project grouping. As the projects progress and additional projects are added, the additional swimlanes with their corresponding rows are added to the chart in future snapshots. | The chart above represents two separate projects using the swimlanes to organize the tasks/milestones for each project grouping. As the projects progress and additional projects are added, the additional swimlanes with their corresponding rows are added to the chart in future snapshots. | ||
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The key to making '''updates''' to '''multi-project''' charts from '''multiple-projects''' contained in a '''single''' Wrike '''source plan''' is the proper management of the Wrike '''source plan''' data in the '''source packet'''. Recall that the '''source packet''' contains the '''import source plan''' or '''import source plans''' that are to be used to either '''create''' or '''update''' a chart. They are stored as '''file names and path names''' in the chart’s '''.TAM''' file, and can be accessed from the OnePager '''Data''' ribbon tool bar tab’s '''Selected file(s)''' button on the ribbon as shown below: | The key to making '''updates''' to '''multi-project''' charts from '''multiple-projects''' contained in a '''single''' Wrike '''source plan''' is the proper management of the Wrike '''source plan''' data in the '''source packet'''. Recall that the '''source packet''' contains the '''import source plan''' or '''import source plans''' that are to be used to either '''create''' or '''update''' a chart. They are stored as '''file names and path names''' in the chart’s '''.TAM''' file, and can be accessed from the OnePager '''Data''' ribbon tool bar tab’s '''Selected file(s)''' button on the ribbon as shown below: | ||
− | <center>[[File: | + | <center>[[File:P72-8_5_9-72-(6)-10052023.png]]</center> |
− | <center> | + | <center>P72-8_5_9-72-(6)-10052023.png</center> |
− | <center>[[File:P72-8_5_11-72-(6)- | + | <center>[[File:P72-8_5_11-72-(6)-10062023.png]]</center> |
− | <center>P72-8_5_11-72-(6)- | + | <center>P72-8_5_11-72-(6)-10062023.png</center> |
Validating the contents of the '''source packet''' and assuring that these are the Wrike '''source plans''' that were '''updated''' is an essential step before proceeding to perform a chart '''update'''. | Validating the contents of the '''source packet''' and assuring that these are the Wrike '''source plans''' that were '''updated''' is an essential step before proceeding to perform a chart '''update'''. | ||
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<center> | <center> | ||
{| class="wikitable" | {| class="wikitable" | ||
− | | [[Merging the Wrong Tasks into a Chart for Version 7.2 - OnePager Bundle - Wrike#The ID Field | | + | | [[Merging the Wrong Tasks into a Chart for Version 7.2 - OnePager Bundle - Wrike#The ID Field | Wrike - The ID Field]] 7.22.7-72 |
|} | |} | ||
</center> | </center> | ||
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===Making a Multi-Project Chart from Separate Wrike Source Plans=== | ===Making a Multi-Project Chart from Separate Wrike Source Plans=== | ||
− | To illustrate what is needed, let’s construct a '''multi-project''' chart from | + | To illustrate what is needed, let’s construct a '''multi-project''' chart from three simple '''source plans''' - '''Project A''', '''Project B''', and '''Project C'''. Each has essentially the same tasks and WBS structure but each has different Wrike '''ID''' values. The three '''source plans''' are shown below: |
− | <center>''' | + | <center>'''Project A'''</center> |
− | <center>[[File: | + | <center>[[File:P72-8_5_9-72-(7-1)-10052023.png]]</center> |
− | <center> | + | <center>P72-8_5_9-72-(7-1)-10052023.png</center> |
− | <center>[[File:P72-8_5_11-72-(7)- | + | <center>[[File:P72-8_5_11-72-(7-1)-10062023.png]]</center> |
− | <center>P72-8_5_11-72-(7)- | + | <center>P72-8_5_11-72-(7-1)-10062023.png</center> |
− | <center>''' | + | <center>'''Project B'''</center> |
− | <center>[[File: | + | <center>[[File:P72-8_5_9-72-(8)-10052023.png]]</center> |
− | <center> | + | <center>P72-8_5_9-72-(8)-10052023.png</center> |
− | <center>[[File:P72-8_5_11-72-(8)- | + | <center>[[File:P72-8_5_11-72-(8)-10062023.png]]</center> |
− | <center>P72-8_5_11-72-(8)- | + | <center>P72-8_5_11-72-(8)-10062023.png</center> |
+ | |||
+ | <center>'''Project C'''</center> | ||
+ | |||
+ | <center>[[File:P72-8_5_9-72-(8A)-10052023.png]]</center> | ||
+ | <center>P72-8_5_9-72-(8A)-10052023.png</center> | ||
+ | <center>[[File:P72-8_5_11-72-(8A)-10062023.png]]</center> | ||
+ | <center>P72-8_5_11-72-(8A)-10062023.png</center> | ||
====Important Note==== | ====Important Note==== | ||
− | Each of the Wrike '''source plans''' above have unique '''Wrike ID''' fields with '''unique numbers''' generated by OnePager at '''source plan import'''. It is important throughout the use of these Wrike '''source plans''' that these assigned unique '''Wrike ID''' | + | Each of the Wrike '''source plans''' above have unique '''Wrike ID''' fields with '''unique numbers''' generated by OnePager at '''source plan import'''. It is important throughout the use of these Wrike '''source plans''' that these assigned unique '''Wrike ID''' values remain with their respective tasks. '''Dates''' can change in the Wrike '''source plan's''' rows along with other '''updated''' information as the projects progress, but the '''Wrike ID''' values '''must''' remain associated with the task activity. Tasks can be '''deleted''', but the '''deleted Wrike Internal''' should not be '''reused''' for a later snapshot. OnePager can process out of sequence '''Wrike ID''' numbers. |
===Setting up the One Pager Template Properties Form for a Multi-Project Chart=== | ===Setting up the One Pager Template Properties Form for a Multi-Project Chart=== | ||
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The next step is to select and '''update''' an appropriate '''Template Properties''' form. | The next step is to select and '''update''' an appropriate '''Template Properties''' form. | ||
− | For this illustration we’ve selected the '''Multi-Project Gantt Chart – Detailed Template Properties''' form. Once the current '''Template Properties''' form is established as a '''multiple-project Template Properties''' form, go to the '''Rows/Swimlanes''' tab and make sure that the '''Group rows into swimlanes''' and '''Label swimlanes by''' windows are set to '''Project'''. Also, for this illustration, make sure that '''text columns''' are displayed and that the '''Custom Text Columns''' are set to ''' | + | For this illustration we’ve selected the '''Multi-Project Gantt Chart – Detailed for Planisware Template Properties''' form. Once the current '''Template Properties''' form is established as a '''multiple-project Template Properties''' form, go to the '''Rows/Swimlanes''' tab and make sure that the '''Group rows into swimlanes''' and '''Label swimlanes by''' windows are set to '''Project name'''. Also, for this illustration, make sure that '''text columns''' are displayed and that the '''Custom Text Columns''' are set to '''Level 2 summary name''' which is the '''WBS''' level for '''Phases'''. |
The '''Rows/Swimlanes''' tab in the '''Template Properties''' form looks like this: | The '''Rows/Swimlanes''' tab in the '''Template Properties''' form looks like this: | ||
− | <center>[[File: | + | <center>[[File:P72-8_5_9-72-(9)-10052023.png]]</center> |
− | <center> | + | <center>P72-8_5_9-72-(9)-10052023.png</center> |
− | <center>[[File:P72-8_5_11-72-(9)- | + | <center>[[File:P72-8_5_11-72-(9)-10062023.png]]</center> |
− | <center>P72-8_5_11-72-(9)- | + | <center>P72-8_5_11-72-(9)-10062023.png</center> |
When the steps above are completed and the '''Template Properties''' form for is '''updated''', click the '''Save and use''' button to make the modified '''Template Properties''' form the current '''Template'''. | When the steps above are completed and the '''Template Properties''' form for is '''updated''', click the '''Save and use''' button to make the modified '''Template Properties''' form the current '''Template'''. | ||
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====Launch Wrike and Load the First Wrike Import Source Plan==== | ====Launch Wrike and Load the First Wrike Import Source Plan==== | ||
− | Launch Wrike, open the first of the multi-project Wrike '''source plans''', and make any '''editing''' changes necessary. In this case it’s the ''' | + | Launch Wrike, open the first of the multi-project Wrike '''source plans''', and make any '''editing''' changes necessary. In this case it’s the '''Project A''' file. |
Next, launch OnePager Bundle. The '''OnePager Bundle Start''' form appears. | Next, launch OnePager Bundle. The '''OnePager Bundle Start''' form appears. | ||
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Click the '''NEW''' button which accesses the OnePager choices ('''OPC''') form as shown below: | Click the '''NEW''' button which accesses the OnePager choices ('''OPC''') form as shown below: | ||
− | <center>[[File: | + | <center>[[File:P72-8_5_9-72-(10)-10052023.png]]</center> |
− | <center> | + | <center>P72-8_5_9-72-(10)-10052023.png</center> |
− | <center>[[File:P72-8_5_11-72-(10)- | + | <center>[[File:P72-8_5_11-72-(10)-10062023.png]]</center> |
− | <center>P72-8_5_11-72-(10)- | + | <center>P72-8_5_11-72-(10)-10062023.png</center> |
− | Note that the ''' | + | Note that the '''Project A''' Wrike '''source plan''' appears in the '''Selected File(s)''' group and that the '''Add/Remove''' button is active. |
====Adding the Second Wrike Import Source Plan==== | ====Adding the Second Wrike Import Source Plan==== | ||
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Click the '''Add/Remove''' button which accesses the '''Data source selection''' form as shown below: | Click the '''Add/Remove''' button which accesses the '''Data source selection''' form as shown below: | ||
− | <center>[[File: | + | <center>[[File:P72-8_5_9-72-(11)-10052023.png]]</center> |
− | <center> | + | <center>P72-8_5_9-72-(11)-10052023.png</center> |
− | <center>[[File:P72-8_5_11-72-(11)- | + | <center>[[File:P72-8_5_11-72-(11)-10062023.png]]</center> |
− | <center>P72-8_5_11-72-(11)- | + | <center>P72-8_5_11-72-(11)-10062023.png</center> |
− | We want to now '''add''' the | + | We want to now '''add''' the second Wrike '''source plan''' to the '''source packet'''. To do this, click the '''Add''' button in the '''Data source selection''' form and a Windows '''Open''' form appears. Navigate to the desired '''source plan''', select it, and then click the '''Open''' button as shown below: |
− | <center>[[File: | + | <center>[[File:P72-8_5_9-72-(12)-10052023.png]]</center> |
− | <center> | + | <center>P72-8_5_9-72-(12)-10052023.png</center> |
− | <center>[[File:P72-8_5_11-72-(12)- | + | <center>[[File:P72-8_5_11-72-(12)-10062023.png]]</center> |
− | <center>P72-8_5_11-72-(12)- | + | <center>P72-8_5_11-72-(12)-10062023.png</center> |
− | + | Repeat the process shown above to add the third Wrike '''source plan''' to the '''source packet'''. | |
− | + | After you’ve completed placing the third Wrike '''source plan''' into the '''source packet''', the window in the '''Data source selection''' form looks like this: | |
− | + | ||
− | + | ||
− | + | ||
− | + | <center>[[File:P72-8_5_9-72-(13)-10052023.png]]</center> | |
+ | <center>P72-8_5_9-72-(13)-10052023.png</center> | ||
+ | <center>[[File:P72-8_5_11-72-(13)-10062023.png]]</center> | ||
+ | <center>P72-8_5_11-72-(13)-10062023.png</center> | ||
− | <center>[[File: | + | When you click the '''OK''' button above, the '''OPC''' form is '''updated''' to reflect that three (3) '''source plans''' are in the '''source packet''' and the '''title''' for the new chart that we typed in as shown here: |
− | <center> | + | |
− | <center>[[File:P72-8_5_11-72-(14)- | + | <center>[[File:P72-8_5_9-72-(14)-10052023.png]]</center> |
− | <center>P72-8_5_11-72-(14)- | + | <center>P72-8_5_9-72-(14)-10052023.png</center> |
+ | <center>[[File:P72-8_5_11-72-(14)-10062023.png]]</center> | ||
+ | <center>P72-8_5_11-72-(14)-10062023.png</center> | ||
====Create the NEW OnePager - Wrike Multi-Project Chart==== | ====Create the NEW OnePager - Wrike Multi-Project Chart==== | ||
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When these confirmations are complete, click the '''Create new chart''' button. The chart looks like this: | When these confirmations are complete, click the '''Create new chart''' button. The chart looks like this: | ||
− | <center>[[File: | + | <center>[[File:P72-8_5_9-72-(15)-10052023.png]]</center> |
− | <center> | + | <center>P72-8_5_9-72-(15)-10052023.png</center> |
− | <center>[[File:P72-8_5_11-72-(15)- | + | <center>[[File:P72-8_5_11-72-(15)-10062023.png]]</center> |
− | <center>P72-8_5_11-72-(15)- | + | <center>P72-8_5_11-72-(15)-10062023.png</center> |
Once you '''merge''' all your projects into a single snapshot, you can now '''add''' a new snapshot to the chart to show how tasks changed. | Once you '''merge''' all your projects into a single snapshot, you can now '''add''' a new snapshot to the chart to show how tasks changed. | ||
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They are stored as '''file names''' and '''path names''' in the chart’s '''.TAM''' '''import source plan''' and can be accessed from the '''Data''' tab’s '''Selected file(s)''' button on the ribbon as shown below: | They are stored as '''file names''' and '''path names''' in the chart’s '''.TAM''' '''import source plan''' and can be accessed from the '''Data''' tab’s '''Selected file(s)''' button on the ribbon as shown below: | ||
− | <center>[[File: | + | <center>[[File:P72-8_5_9-72-(16)-10052023.png]]</center> |
− | <center> | + | <center>P72-8_5_9-72-(16)-10052023.png</center> |
− | <center>[[File:P72-8_5_11-72-(16)- | + | <center>[[File:P72-8_5_11-72-(16)-10062023.png]]</center> |
− | <center>P72-8_5_11-72-(16)- | + | <center>P72-8_5_11-72-(16)-10062023.png</center> |
Validating the contents of the '''source packet''' and assuring that these are the Wrike '''source plans''' that were '''updated''' is an essential step before proceeding to perform a project '''update'''. | Validating the contents of the '''source packet''' and assuring that these are the Wrike '''source plans''' that were '''updated''' is an essential step before proceeding to perform a project '''update'''. | ||
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==Related Links== | ==Related Links== |
Revision as of 19:58, 5 October 2023
Contents
- 1 Making Multi-Project Charts for Wrike for Version 7.2 (P72-8.5.11-72-10052023.txt)
- 1.1 Overview
- 1.2 Creating a Multi-Project Chart from a Multi-Project Wrike Import Source Plan
- 1.3 Creating a Multi-Project Chart from Individual Single-Project Wrike Import Source Plans
- 1.3.1 Introduction
- 1.3.2 Making a Multi-Project Chart from Separate Wrike Source Plans
- 1.3.3 Setting up the One Pager Template Properties Form for a Multi-Project Chart
- 1.3.4 Create a Multi-Project Chart from Separate Multiple Wrike Import Source Plans
- 1.3.5 Updating a Chart Created from Multiple Wrike Import Source Plans
- 1.4 Related Links
Making Multi-Project Charts for Wrike for Version 7.2 (P72-8.5.11-72-10052023.txt)
Overview
One of the strength of OnePager is its ability to create compact visual representations of multiple projects that are part of a single Wrike import source plan as well as create OnePager charts from multiple single Wrike files. These can be several projects that belong to one program or they can be several projects and programs in an organization’s portfolio. Representing multiple projects originating in a single Wrike source plan can, therefore, be easily done with the creative selection of Row and Swimlane fields from the Wrike source plan.
The OnePager Bundle Standalone application can import these multi-project Wrike import source plans and produce multi-project charts.
Additionally, OnePager has the capability to build multi-project charts from individual Wrike exported files.
Creating a Multi-Project Chart from a Multi-Project Wrike Import Source Plan
One method for using a single Wrike import source plan is to add a field to your source plan with a field name of Project. This name is recognized by OnePager and is utilized in multi-project Template Properties form shipped with the product. An example Wrike source plan with the Project field is shown below:
After configuring your Wrike source plan with the Project field and the necessary multi-project schedule data, you can create a useful multi-project chart by following the steps described in the next section.
Launch OnePager and connect to your Wrike account. Select the NEW option on the OnePager Bundle Start form and select the Wrike multi-project file shown here:
Creating a NEW Chart from a Multi-Project Source Plan
Next, click the NEW button on the OnePager Bundle Start form. This accesses the OnePager choices (OPC) form where clicking the Select command in the Please select a source file sub-control group enables you to BROWSE Wrike ... import source plans or to select a RECENT import source plan as shown here:
For this illustration, we'll select the source plan named BlueGrass Project. When we do this, the OPC form is expanded to look like this:
Before creating the NEW multi-project chart we must change the Template Properties form to support the creation of a chart from a multi-project source plan as described below.
Setting up the OnePager Template Properties Form for a Multi-Project Chart
As shown above, the OnePager choices (OPC) form does not show that a multi-project Template Properties form is being used. Before proceeding further we must change the Template Properties form's setting so that a multi-project Template Properties form is used to create the chart. This is done by clicking the Change button in the Starting Template group of the form as shown below:
Clicking the Change button accesses the folder where OnePager stores Wrike Template Properties forms distributed with the product as shown above. Select the Multi-Project Gantt Chart - Detailed for Wrike entry in the window shown above and click the Open button at the bottom of the form. When you click the Open button on the Open form shown above, OnePager changes the current Template Properties form to the Multi-Project Gantt Chart – Detailed for Wrike Template.
After changing the Template Properties selection, type in the title of the chart and assure that the Task Selection sub-control group's controls are set to import the tasks you need for your chart.
Use the Wrike Source Plan to Create the Chart
You are now ready to create the multi-project chart. First, click the Next> button (shown above) which takes you to the second page of the OPC form shown below:
Next, check your field mapping settings or make any Template Properties form adjustments. When you are finished, click the Create new chart button on the second page. OnePager generates a multi-project chart that looks like this:
The chart above represents two separate projects using the swimlanes to organize the tasks/milestones for each project grouping. As the projects progress and additional projects are added, the additional swimlanes with their corresponding rows are added to the chart in future snapshots.
Updating Charts Created from Multiple Projects in a Single Wrike Import Source Plan
Eventually you want to update your multi-project chart by either adding a snapshot or replacing a snapshot. To perform either the add or the replace snapshot, the processes described in these two referenced article references that follow can be used.
REPLACING a Snapshot via Pull Operation 7.14.1-72 |
ADDING a Snapshot via Pull Operation 7.15.1-72 |
The key to making updates to multi-project charts from multiple-projects contained in a single Wrike source plan is the proper management of the Wrike source plan data in the source packet. Recall that the source packet contains the import source plan or import source plans that are to be used to either create or update a chart. They are stored as file names and path names in the chart’s .TAM file, and can be accessed from the OnePager Data ribbon tool bar tab’s Selected file(s) button on the ribbon as shown below:
Validating the contents of the source packet and assuring that these are the Wrike source plans that were updated is an essential step before proceeding to perform a chart update.
Creating a Multi-Project Chart from Individual Single-Project Wrike Import Source Plans
Introduction
Suppose you have multiple Wrike source plans that are related and you want to create a single chart that shows the important schedule items and will be updated as the project proceeds. Whenever chart updates are contemplated in the future OnePager requires that tasks being imported have unique task identifiers that OnePager can use to keep the updates aligned. Wrike source plans have unique task identifiers built in and the data are imported when OnePager imports the Wrike source plan. OnePager makes these unique task identifiers available in the OnePager Chart Editor as the Wrike ID field which is discussed later.
For more information on Wrike ID, please see the section in the article at:
Wrike - The ID Field 7.22.7-72 |
Making a Multi-Project Chart from Separate Wrike Source Plans
To illustrate what is needed, let’s construct a multi-project chart from three simple source plans - Project A, Project B, and Project C. Each has essentially the same tasks and WBS structure but each has different Wrike ID values. The three source plans are shown below:
Important Note
Each of the Wrike source plans above have unique Wrike ID fields with unique numbers generated by OnePager at source plan import. It is important throughout the use of these Wrike source plans that these assigned unique Wrike ID values remain with their respective tasks. Dates can change in the Wrike source plan's rows along with other updated information as the projects progress, but the Wrike ID values must remain associated with the task activity. Tasks can be deleted, but the deleted Wrike Internal should not be reused for a later snapshot. OnePager can process out of sequence Wrike ID numbers.
Setting up the One Pager Template Properties Form for a Multi-Project Chart
The next step is to select and update an appropriate Template Properties form.
For this illustration we’ve selected the Multi-Project Gantt Chart – Detailed for Planisware Template Properties form. Once the current Template Properties form is established as a multiple-project Template Properties form, go to the Rows/Swimlanes tab and make sure that the Group rows into swimlanes and Label swimlanes by windows are set to Project name. Also, for this illustration, make sure that text columns are displayed and that the Custom Text Columns are set to Level 2 summary name which is the WBS level for Phases.
The Rows/Swimlanes tab in the Template Properties form looks like this:
When the steps above are completed and the Template Properties form for is updated, click the Save and use button to make the modified Template Properties form the current Template.
Create a Multi-Project Chart from Separate Multiple Wrike Import Source Plans
Launch Wrike and Load the First Wrike Import Source Plan
Launch Wrike, open the first of the multi-project Wrike source plans, and make any editing changes necessary. In this case it’s the Project A file.
Next, launch OnePager Bundle. The OnePager Bundle Start form appears.
Click the NEW button which accesses the OnePager choices (OPC) form as shown below:
Note that the Project A Wrike source plan appears in the Selected File(s) group and that the Add/Remove button is active.
Adding the Second Wrike Import Source Plan
Click the Add/Remove button which accesses the Data source selection form as shown below:
We want to now add the second Wrike source plan to the source packet. To do this, click the Add button in the Data source selection form and a Windows Open form appears. Navigate to the desired source plan, select it, and then click the Open button as shown below:
Repeat the process shown above to add the third Wrike source plan to the source packet.
After you’ve completed placing the third Wrike source plan into the source packet, the window in the Data source selection form looks like this:
When you click the OK button above, the OPC form is updated to reflect that three (3) source plans are in the source packet and the title for the new chart that we typed in as shown here:
Create the NEW OnePager - Wrike Multi-Project Chart
When you click the Next> button, OnePager goes to the second page of the OPC form where you can confirm other settings or make any Template Properties form setting changes.
When these confirmations are complete, click the Create new chart button. The chart looks like this:
Once you merge all your projects into a single snapshot, you can now add a new snapshot to the chart to show how tasks changed.
Updating a Chart Created from Multiple Wrike Import Source Plans
Eventually you want to update your multi-project chart by either adding a snapshot or replacing a snapshot with updated data. To perform either the add or the replace snapshot, the processes described in these two referenced article references that follow can be used.
REPLACING a Snapshot via Pull Operation 7.14.1-72 |
ADDING a Snapshot via Pull Operation 7.15.1-72 |
The key to making updated multi-project charts from multiple Wrike source plan is the proper management of the Wrike data in the source packet. Recall that the source packet contains the source plan(s) that are to be used to either create or update a chart.
They are stored as file names and path names in the chart’s .TAM import source plan and can be accessed from the Data tab’s Selected file(s) button on the ribbon as shown below:
Validating the contents of the source packet and assuring that these are the Wrike source plans that were updated is an essential step before proceeding to perform a project update.
Related Links
(8.5.11-72)