Difference between revisions of "Managing Templates for OnePager Live (Portal)"

Revision as of 18:22, 29 July 2016

About Managing Templates

24.0.1-OPL Bugzilla 4436 opened

1) The OnePager template specifies the initial appearance of each new project view. It is the template from which a new project view is created and from which all of the settings in the Project-View Properties (PVP) form are initially populated.

2) A template is a great way to achieve standardization across projects and across people! If everyone starts with the same template, then the resulting project views will adhere to standards that make it much easier for your audiences to digest..

3) The template is also the place where you have the largest number of Microsoft Project or Microsoft Excel plan columns from which to import into OnePager. Mentioning a source plan column in the template will assure that OnePager will import that information when the project view is first created.

See the article on Other Columns tab at the following links: Template Only Features 24.1.1-OPL for more instructions on how to bring in additional Microsoft Project and Microsoft Excel plan columns.

Accessing the OnePager Template

1) Templates are accessed from the OnePager Live Home page also called the Getting Started page by clicking on the Settings button at the top of the page as shown below:

2) Clicking the Settings button takes you to the Settings page where you'll find the Manage Templates button as shown here:

3) When you click the Manage Templates button the page below will appear from which you may select the appropriate template management option shown"

Creating a New Template

4) Click the New... button to convert the current template into a new template with the name specified in the window provided. After creating the new template it will appear in all list of templates available to the Work Group and may be edited once the Create New Template button is clicked:

5) After the Create New Template button is clicked, the named template will appear as shown below:

6) After editing the new template you have several options:

(1) You may Save the template using the save button in the lower right corner of the page as shown above.

(2) You may save the template as some other name by clicking on the Save As (Change Template Name). This action gives you the flexibility to change the name of the template you are working on if desired.

(3) You may delete the template altogether from the system by clicking the Delete this template button in the lower left corner of the page.

Related Links

5) The first two links below are to articles concerning template only features for OPP and OPX that specifically deal with the Template Properties form’s Main tab, Advanced tab, and Other Column’s tab.

6) The remaining links below provide specific information on using OPP’s Enterprise Custom Fields feature, column splitting and parsing features for both products, and how to manage the current template.

(24.0.1-OPL)