|
|
| (5 intermediate revisions by the same user not shown) |
| Line 1: |
Line 1: |
| | ==Overview== | | ==Overview== |
| | | | |
| − | One of the strength of OnePager Bundle is its ability to create compact visual representations of '''multiple projects''' from '''multiple single''' Microsoft Planner files. These can be several projects that belong to one program or they can be several projects and programs in an organization’s portfolio.
| + | Microsoft Planner has predefined fields that are '''imported''' to OnePager (Pro or Bundle) and are available for selection and display purposes such as in '''Row text columns''' and '''Swimlane labels'''. OnePager automatically correlates these '''imported''' fields to functions in OnePager. However, you have the option of changing these '''field mappings''' when creating your chart on page 2 of the '''OnePager choices''' form. |
| | | | |
| − | OnePager Bundle has the capability to '''build multi-project charts '''from individual Planner '''exported''' files.
| + | After analyzing and categorizing the '''column headings''', OnePager uses this information to create '''virtual fields''' that you can use in creating and organizing your chart. The table below shows (1) the OnePager '''required fields''', (2) '''imported fields''', and (3) OnePager '''virtual fields'''. |
| | | | |
| − | ==Creating a Multi-Project Chart from a Multi-Project Microsoft Planner Import Source Plan==
| + | <center>[[File:P72-29_1_5-72-(1)-06082023.png]]</center> |
| − | | + | <!--<center>P72-29_1_5-72-(1)-06082023.png</center>--> |
| − | Typically OnePager Bundle users who create '''source plans''' where multiple projects are contained in a single '''source plan''' differentiate between '''projects''' by relying on a '''user defined field''' to identify the different '''projects''' contained in the '''source plan'''. Upon '''import''' to OnePager Bundle, OnePager uses the designated '''user defined field''' to instruct the software how to recognize the different '''projects'''. Unfortunately, at the present time, Planner does not make '''user defined fields''' found in Planner '''source plans''' available to OnePager Bundle. Accordingly, the method for creating multi-project charts with OnePager Bundle from a single Planner '''source plans''' is not available to our customers. Other more creative and intensive approaches can be configured using Planner '''native''' columns to fulfill the function of distinguishing '''projects''' or '''sub-projects''' in the single Planner '''source plan'''.
| + | |
| − | | + | |
| − | Given the current constraint, our recommendation, should you have multiple projects embedded in a single Planner '''source plan''', is to create separate Planner project files for these separate '''projects''' and use the procedure shown in the next sub-section.
| + | |
| − | | + | |
| − | OnePager has taken the initiative to contact Microsoft and request that they support the export of '''user defined fields''' to third party software and we request that our customers also reach out to Microsoft and do the same. For more information, please see the information at the links given below:
| + | |
| − | | + | |
| − | <center>
| + | |
| − | {| class="wikitable"
| + | |
| − | | [https://www.onepager.com/community/blog/tell-microsoft-to-fully-support-custom-fields-in-project-for-the-web/ Suggest Microsoft Full Support Custom Fields in Microsoft Planner]
| + | |
| − | |-
| + | |
| − | | [https://feedbackportal.microsoft.com/feedback/idea/3636b0e9-9a2f-ed11-a81b-000d3a7dd504 Microsoft Response OnePager Inquiry]
| + | |
| − | |-
| + | |
| − | | [https://feedbackportal.microsoft.com/feedback/idea/2a2281e7-60c4-ee11-92bd-6045bd7b0481 Microsoft Reponse OnePager Inquiry]
| + | |
| − | |}
| + | |
| − | </center>
| + | |
| − | <!--
| + | |
| − | One method for using a '''single''' Planner '''import source plan''' is to add a field to your '''source plan''' with a field name of '''Sub-Project''', for example. This name is recognized by OnePager and is utilized in multi-project '''Template Properties''' form shipped with the product. An example Planner '''source plan''' with the '''Sub-Project''' field is shown below:
| + | |
| − | | + | |
| − | <center>[[File:P72-8_5_5-72-(1)-10202023.png]]</center> | + | |
| − | <!--<center>P72-8_5_5-72-(1)-10202023.png</center>--> | + | |
| − | | + | |
| − | After configuring your Planner '''source plan''' with the '''Sub-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 Bundle and '''connect''' to your Planner account. Select the '''NEW''' option on the '''OnePager Bundle Start''' form and '''select''' the Project for the Web '''multi-project file''' shown here:
| + | |
| − | | + | |
| − | <center>[[File:P72-7_2_3-72-(2)-05152023.png]]</center>
| + | |
| − | <!--<center>P72-7_2_3-72-(2)-05152023.png</center>-->
| + | |
| − | | + | |
| − | ===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 Microsoft Planner ...''' '''import source plans''' or to select a '''RECENT''' '''import source plan''' as shown here:
| + | |
| − | | + | |
| − | <center>[[File:P72-8_5_5-72-(3)-10202023.png]]</center>
| + | |
| − | <!--<center>P72-8_5_5-72-(3)-10202023.png</center>-->
| + | |
| − | | + | |
| − | For this illustration, we'll select the '''source plan''' named '''BlueGrass Excel Project Plan - RSF (on Planner)'''. When we do this, the '''OPC''' form is expanded to look like this:
| + | |
| − | | + | |
| − | <center>[[File:P72-8_5_5-72-(3A)-10202023.png]]</center>
| + | |
| − | <!--<center>P72-8_5_5-72-(3A)-10202023.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.
| + | |
| − | | + | |
| − | ===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:
| + | |
| − | | + | |
| − | <center>[[File:P71-8_5_3-71-(3B-1)-01092024.png]]</center>
| + | |
| − | <!--<center>P71-8_5_3-71-(3B-1)-01092024.png</center>-->
| + | |
| − | | + | |
| − | Clicking the '''Change''' button accesses the folder where OnePager stores Planner '''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'''.
| + | |
| − | | + | |
| − | 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 Planner 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:
| + | |
| − | | + | |
| − | <center>[[File:P72-8_5_5-72-(4-2)-01092024.png]]</center>
| + | |
| − | <!--<center>P72-8_5_5-72-(4-2)-01092024.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:
| + | |
| − | | + | |
| − | <center>[[File:P72-8_5_5-72-(5)-05192023.png]]</center>
| + | |
| − | <!--<center>P72-8_5_5-72-(5)-05192023.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.
| + | |
| − | | + | |
| − | ===Updating Charts Created from Multiple Projects in a Single Planner 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.
| + | |
| − | | + | |
| − | <center>
| + | |
| − | {| class="wikitable"
| + | |
| − | | [[REPLACING a Snapshot via Pull Operation for Version 7.2 | REPLACING a Snapshot via Pull Operation]] <!--7.14.1-72-->
| + | |
| − | |-
| + | |
| − | | [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] <!--7.15.1-72-->
| + | |
| − | |}
| + | |
| − | </center>
| + | |
| − | | + | |
| − | The key to making '''updates''' to '''multi-project''' charts from '''multiple-projects''' contained in a '''single''' Planner '''source plan''' is the proper management of the Planner '''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:P72-8_5_5-72-(6-1)-01092024.png]]</center>
| + | |
| − | <!--<center>P72-8_5_5-72-(6-1)-01092024.png</center>-->
| + | |
| − | | + | |
| − | Validating the contents of the '''source packet''' and assuring that these are the Planner '''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 Planner Import Source Plans==
| + | |
| − | | + | |
| − | ===Introduction===
| + | |
| − | | + | |
| − | Suppose you have '''multiple''' Planner '''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. Planner '''source plans''' have '''unique task identifiers''' built in and the data are '''imported''' when OnePager '''imports''' the Planner '''source plan'''. OnePager makes these '''unique task identifiers''' available in the OnePager '''Chart Editor''' as the '''Planner Task ID''' field which is discussed later.
| + | |
| − | | + | |
| − | For more information on '''Planner Task ID''', please see the section in the article at:
| + | |
| − | | + | |
| − | <center>
| + | |
| − | {| class="wikitable"
| + | |
| − | | [[Merging the Wrong Tasks into a Chart for Version 7.2 - OnePager Bundle - Planner#The Task ID Field | The Planner Task ID Field]] 7.22.1-72A
| + | |
| − | |}
| + | |
| − | </center>
| + | |
| − | | + | |
| − | ===Making a Multi-Project Chart from Separate Planner Source Plans===
| + | |
| − | | + | |
| − | To illustrate what is needed, let’s construct a '''multi-project''' chart from three (3) individual '''source plans''' for Project A, Project B, and Project C, shown below:
| + | |
| − | | + | |
| − | <center>'''Project A'''</center>
| + | |
| − | | + | |
| − | <center>[[File:P72-8_5_5-72-(7)-10202023.png]]</center>
| + | |
| − | <!--<center>P72-8_5_5-72-(7)-10202023.png</center>-->
| + | |
| − | | + | |
| − | <center>'''Project B'''</center>
| + | |
| − | | + | |
| − | <center>[[File:P72-8_5_5-72-(8)-10202023.png]]</center>
| + | |
| − | <!--<center>P72-8_5_5-72-(8)-10202023.png</center>-->
| + | |
| − | | + | |
| − | <center>'''Project C'''</center>
| + | |
| − | | + | |
| − | <center>[[File:P72-8_5_5-72-(8B)-10202023.png]]</center>
| + | |
| − | <!--<center>P72-8_5_5-72-(8B)-10202023.png</center>-->
| + | |
| − | | + | |
| − | ====Important Note====
| + | |
| − | | + | |
| − | Each of the Planner '''source plans''' above have unique '''Planner Task ID''' fields with '''unique numbers''' generated by OnePager at '''source plan import'''. It is important throughout the use of these Planner '''source plans''' that these assigned unique '''Planner Task ID''' numbers remain with their respective tasks. '''Dates''' can change in the Planner '''source plan's''' rows along with other '''updated''' information as the projects progress, but the '''Planner Task ID''' number '''must''' remain associated with the task activity. Tasks can be '''deleted''', but the '''deleted Planner Task ID''' should not be '''reused''' for a later snapshot. OnePager can process out of sequence '''Planner Task 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 Planner 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'''.
| + | |
| − | The '''Rows/Swimlanes''' tab in the '''Template Properties''' form looks like this:
| + | |
| − | | + | |
| − | <center>[[File:P72-8_5_5-72-(9)-10202023.png]]</center>
| + | |
| − | <!--<center>P72-8_5_5-72-(9)-10202023.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'''.
| + | |
| − | | + | |
| − | ===Create a Multi-Project Chart from Separate Multiple Planner Import Source Plans===
| + | |
| − | | + | |
| − | ====Launch Planner and Load the First Planner Import Source Plan====
| + | |
| − | | + | |
| − | Launch Planner, open the first of the multi-project Planner '''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:
| + | |
| − | | + | |
| − | <center>[[File:P72-8_5_5-72-(10)-10202023.png]]</center>
| + | |
| − | <!--<center>P72-8_5_5-72-(10)-10202023.png</center>-->
| + | |
| − | | + | |
| − | Note that the '''Project A''' Planner '''source plan''' appears in the '''Selected File(s)''' group and that the '''Add/Remove''' button is active.
| + | |
| − | | + | |
| − | ====Adding the Second and Third Planner Import Source Plans====
| + | |
| − | | + | |
| − | Click the '''Add/Remove''' button which accesses the '''Data source selection''' form as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P72-8_5_5-72-(11)-10202023.png]]</center>
| + | |
| − | <!--<center>P72-8_5_5-72-(11)-10202023.png</center>-->
| + | |
| − | | + | |
| − | We want to now '''add''' the other Planner '''source plans''' to the '''source packet'''. To do this, click the '''ADD''' button in the '''Data source selection''' form. Navigate to the desired '''source plans''', select them, and then click the '''Open''' button as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P72-8_5_5-72-(12)-10202023.png]]</center>
| + | |
| − | <!--<center>P72-8_5_5-72-(12)-10202023.png</center>-->
| + | |
| − | | + | |
| − | After you’ve completed placing the second and third Planner '''source plan''' into the '''source packet''', the window in the '''Data source selection''' form looks like this:
| + | |
| − | | + | |
| − | <center>[[File:P72-8_5_5-72-(13)-10202023.png]]</center>
| + | |
| − | <!--<center>P72-8_5_5-72-(13)-10202023.png</center>-->
| + | |
| − | | + | |
| − | 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>[[File:P72-8_5_5-72-(14)-05192023.png]]</center>
| + | |
| − | <!--<center>P72-8_5_5-72-(14)-05192023.png</center>-->
| + | |
| − | | + | |
| − | ====Create the NEW OnePager - Planner 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 with some '''edits''' to add a '''text column''' to show the '''Phases''' in each project:
| + | |
| − | | + | |
| − | <center>[[File:P72-8_5_5-72-(15)-05192023.png]]</center>
| + | |
| − | <!--<center>P72-8_5_5-72-(15)-05192023.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.
| + | |
| − | | + | |
| − | ===Updating a Chart Created from Multiple Planner 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.
| + | |
| − | | + | |
| − | <center>
| + | |
| − | {| class="wikitable"
| + | |
| − | | [[REPLACING a Snapshot via Pull Operation for Version 7.2 | REPLACING a Snapshot via Pull Operation]] <!--7.14.1-72-->
| + | |
| − | |-
| + | |
| − | | [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] <!--7.15.1-72-->
| + | |
| − | |}
| + | |
| − | </center>
| + | |
| − | | + | |
| − | The key to making '''updated''' '''multi-project''' charts from '''multiple''' Planner '''source plan''' is the proper management of the Planner 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:
| + | |
| − | | + | |
| − | <center>[[File:P72-8_5_5-72-(16)-10202023.png]]</center>
| + | |
| − | <!--<center>P72-8_5_5-72-(16)-10202023.png</center>-->
| + | |
| − | | + | |
| − | Validating the contents of the '''source packet''' and assuring that these are the Planner '''source plans''' that were '''updated''' is an essential step before proceeding to perform a project '''update'''.
| + | |
| | | | |
| | ==Related Links== | | ==Related Links== |
| | | | |
| | {| class="wikitable" | | {| class="wikitable" |
| − | | [https://www.onepager.com/community/blog/tell-microsoft-to-fully-support-custom-fields-in-project-for-the-web/ Suggest Microsoft Full Support Custom Fields in Planner] | + | | [[Getting Started with OnePager Bundle Version 7.2 | Getting Started with OnePager Bundle]] <!--3.0.3-72--> |
| − | | [https://feedbackportal.microsoft.com/feedback/idea/2a2281e7-60c4-ee11-92bd-6045bd7b0481 Microsoft Response OnePager Inquiry]
| + | | [[Using Microsoft Planner Source Plans with OnePager Version 7.2 | Using Microsoft Planner Source Plans with OnePager]] 3.0.3.5-72A |
| − | |}
| + | |
| − | | + | |
| − | {| class="wikitable"
| + | |
| − | | [[Creating a NEW Chart via Pull Operation Feature for Version 7.2 | Creating a NEW Chart via Pull Operation Feature]] <!--7.13.1-72-->
| + | |
| − | | [[REPLACING a Snapshot via Pull Operation for Version 7.2 | REPLACING a Snapshot via Pull Operation]] <!--7.14.1-72-->
| + | |
| − | |-
| + | |
| − | | [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] <!--7.15.1-72-->
| + | |
| − | | [[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--> | + | |
| − | |-
| + | |
| − | | [[Merging the Wrong Tasks into a Chart for Version 7.2 - OnePager Bundle - Planner | Merging the Wrong Tasks into a Chart - OnePager Bundle - Planner]] 7.22.1-72A
| + | |
| − | | [[OnePager's Ribbon Tool Bar Data Tab for Version 7.2 | OnePager's Ribbon Tool Bar Data Tab]] <!--4.0.2.2.7-72-->
| + | |
| | |} | | |} |
| | | | |
| − | (8.5.5-72A) | + | (29.1.5-72A) |
| | | | |
| | [[Category:Version 7.2]] | | [[Category:Version 7.2]] |
| − | [[Category:Standalone]] | + | [[Category:Editing the Chart]] |
| − | [[Category:Basic Workflows]] | + | [[Category:Task/Milestone Editing]] |
| − | [[Category:Multi-Project Formats]]
| + | |
| − | [[Category:Conditional Import Filters]]
| + | |
| − | [[Category:Template Properties Form]]
| + | |
| − | [[Category:OnePager Choices Form]]
| + | |
| | [[Category:Charts]] | | [[Category:Charts]] |
| − | [[Category:Tool Bar]]
| |
| − | [[Category:Sharing Output]]
| |
| | [[Category:Microsoft Planner]] | | [[Category:Microsoft Planner]] |
| | + | [[Category:OnePager Pro]] |
| | [[Category:OnePager Bundle]] | | [[Category:OnePager Bundle]] |
-06082023.png)
