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

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<center>[[File:LE-24_0_1-OPL-(3)-07292016.png]]</center>
 
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==Accessing the OnePager Template from the Add-in Application==
 
  
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1) To view or edit the '''template''' from the OnePager '''Add-in''' application, click the '''Templates…''' button on the Microsoft Project tool bar for '''OPP''' or the Microsoft Excel tool bar for '''OPX'''.  The '''Template…''' button for '''OPP''' is shown below:
 
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<center>[[File:P53-24_0_1-53-(1)-10062016.png]]</center>
 
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==Accessing the OnePager Template from the Desktop Application==
 
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2) To view or edit the '''template''' from the OnePager '''Desktop''' application requires a couple of steps as described below:
 
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:a) Launch '''OPP''' or '''OPX''' from the '''desktop icon'''. This action brings up the '''OnePager Pro Start''' form which you should ignore for now.
 
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:b) Next, click the '''File''' tab on the ribbon of the Project View Editor '''PVE''' screen and then the '''Options''' tab on the screen will appear like this:
 
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<center>[[File:P53-24_0_1-53-(2)-10062016.png]]</center>
 
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:c) Clicking the '''Template...''' button as shown above will bring up the '''Template Properties''' form for editing as illustrated below:
 
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<center>[[File:P53-24_1_1-53-(1A)-10062016.png]]</center>
 
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3) Illustrated above are the steps for accessing the '''template''' associated with the '''OPP desktop''' application.  The same steps are used to access the '''OPX desktop''' application’s '''template'''.
 
  
 
==Customizing the OnePager Template==
 
==Customizing the OnePager Template==

Revision as of 17:38, 29 July 2016

About Managing Templates

24.0.1-OPL

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:

File:LE-0 03 0 6-OPL-(2)-07292016.png

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

File:LE-24 0 1-OPL-(2)-07292016.png

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

File:LE-24 0 1-OPL-(3)-07292016.png


Customizing the OnePager Template

4) You can customize a template to have your project views start out with a common look and use a standard set of Microsoft Project columns. For OPX this also applies to Microsoft Excel columns.

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.

Template Only Features 24.1.1-OPL

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.

Using Enterprise Custom Fields from Microsoft Project 24.3.1-OPL
Splitting and Parsing Columns 24.4.1-OPL
Managing the Current Template 24.6.1-OPL

(24.0.1-OPL)

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