Difference between revisions of "Advanced Workflows for OnePager Live (Portal)"

From OnePager Documentation
Jump to: navigation, search
(Using OnePager Live to Create Multi-Project Views from Microsoft Excel)
 
(19 intermediate revisions by the same user not shown)
Line 12: Line 12:
  
 
Clicking on any of the links below will take you to the article where you'll find a flow diagram and a step-by-step procedure on how to accomplish the workflow.
 
Clicking on any of the links below will take you to the article where you'll find a flow diagram and a step-by-step procedure on how to accomplish the workflow.
 +
 +
==Creating Project Views from Server Resident Project Plans==
 +
 +
OnePager Live can connect to Microsoft Project Server and Microsoft Project Online allowing you to access Microsoft Project plans from your out online repositories.  The following article describes how to access Microsoft Project Server/Online plans:
 +
 +
{| class="wikitable"
 +
| [[Creating Project Views from Server Resident Project Plans with OnePager Live for OnePager Live | Creating Project Views from Server Resident Project Plans with OnePager Live]] 8.5.1-OPL
 +
|}
  
 
==Creating Various Multi-Project Views with OnePager Live==
 
==Creating Various Multi-Project Views with OnePager Live==
Line 19: Line 27:
 
OnePager Live supports the visualization of multiple-project from Microsoft Project plans and Microsoft Excel plans and the article links below are intended to assist you with the creation of these visualizations.
 
OnePager Live supports the visualization of multiple-project from Microsoft Project plans and Microsoft Excel plans and the article links below are intended to assist you with the creation of these visualizations.
  
==Using OnePager Live to Create Multi-Project Views from Microsoft Project==
+
===Using OnePager Live to Create Multi-Project Views from Microsoft Project===
  
 
The first two article links below are associated with Microsoft Project and provide assistance with the creation of multi-project project view either using the Microsoft Project Integrated Master Schedule ('''IMS''') or separate Microsoft Project plans:
 
The first two article links below are associated with Microsoft Project and provide assistance with the creation of multi-project project view either using the Microsoft Project Integrated Master Schedule ('''IMS''') or separate Microsoft Project plans:
  
 
{| class="wikitable"
 
{| class="wikitable"
| [[Making Multi-Project Graphs from MS Project Integrated Master Schedules for OnePager Live | Making Multi-Project Graphs from MS Project Integrated Master Schedules]]  8.1.1-OPL
+
| [[Making Multi-Project Graphs from MS Project Integrated Master Schedules for OnePager Live Beta 2 | Making Multi-Project Graphs from MS Project Integrated Master Schedules]]  8.1.1-OPL2
 
|-
 
|-
| [[Making Multi-Project Graphs from Separate Microsoft Project Plans for OnePager Live | Making Multi-Project Graphs from Separate Microsoft Project Plans]] 8.2.1-OPL
+
| [[Making Multi-Project Graphs from Separate Microsoft Project Plans for OnePager Live Beta 2 | Making Multi-Project Graphs from Separate Microsoft Project Plans]] 8.2.1-OPL2
 
|}
 
|}
  
==Using OnePager Live Express to Create Multi-Project Views from Microsoft Excel==
+
===Using OnePager Live to Create Multi-Project Views from Microsoft Excel===
  
 
The two links below are associated with Microsoft Excel and provide guidance with the creation of multi-project project views when multiple projects are contained in a single Microsoft Excel spreadsheet or where you want to make a single project view from multiple Microsoft Excel spreadsheet plans:
 
The two links below are associated with Microsoft Excel and provide guidance with the creation of multi-project project views when multiple projects are contained in a single Microsoft Excel spreadsheet or where you want to make a single project view from multiple Microsoft Excel spreadsheet plans:
  
 
{| class="wikitable"
 
{| class="wikitable"
| [[Handling Microsoft Excel Spreadsheets Containing Multiple Projects For OnePager Live | Handling Microsoft Excel Spreadsheets Containing Multiple Projects]] 8.3.1-OPL
+
| [[Handling Microsoft Excel Spreadsheets Containing Multiple Projects For OnePager Live Beta 2 | Handling Microsoft Excel Spreadsheets Containing Multiple Projects]] 8.3.1-OPL2
 +
|-
 
| [[Making Multi-Project Graphs from Separate Microsoft Excel Plans for OnePager Live | Making Multi-Project Graphs from Separate Microsoft Excel Plans]] 8.4.1-OPL
 
| [[Making Multi-Project Graphs from Separate Microsoft Excel Plans for OnePager Live | Making Multi-Project Graphs from Separate Microsoft Excel Plans]] 8.4.1-OPL
 
|}
 
|}
  
 
+
<!-- ==The Multi-Page Feature for OnePager Live==
(Above From 8.0.1-53)
+
 
+
 
+
==About Using Server Resident Project Plans with OnePager Live==
+
 
+
'''This subsection IS 8.5.1-OPL and will be moved to a separate article with a link like the above.'''
+
 
+
'''This section unedited except for links as of 5/17/2016'''
+
 
+
OnePager Pro ('''OPP''') version 5.3 provides expanded cloud access capabilities by supporting access to Microsoft Project Server, Project Online, and SharePoint accounts. 
+
 
+
'''OPP''' can connect to cloud resident databases so that project views and snapshots can be created directly from these sources. 
+
 
+
Additionally, '''OPP''' supports access to multiple accounts, searches of online databases for specific Gantt chart '''source files''', and online security protocols.  With this access, you are able to  '''pull''' Microsoft Project '''source files''' from the cloud and use the '''OPP desktop''' application to create project views. 
+
 
+
See [[OnePager Project View Custom Update Feature for OnePager Live | Pull Operation Feature]]    for more information. <!--Need to resolve this link-->
+
 
+
==Getting Started==
+
 
+
1) Launch the '''OPP desktop''' application.  Then, click the '''NEW''' button on the '''OnePager Pro Start''' form as shown below:
+
 
+
<center>[[File:P53-8_5_1-53-(1)-01082016.png]]</center>
+
 
+
2) When the OnePager choices '''(OPC''') form appears, click the '''Select''' button which reveals a dropdown menu.  Then, click the '''BROWSE Project Server…''' option as shown below:
+
 
+
<center>[[File:P53-8_5_1-53-(2)-01082016.png]]</center>
+
 
+
==Logging-in to Your Project Server Account==
+
 
+
1) The previous action will bring up the '''Account Information for Data Source''' form, shown below. Use the form to connect to your Microsoft Project Server account.
+
 
+
<center>[[File:P53-8_5_1-53-(3)-01082016.png]]</center>
+
 
+
2) The function of the four (4) fill-in fields and the checkbox are mostly self-explanatory, however, more details are provided below:
+
 
+
:a) '''Environment'''  This field is already populated with '''Microsoft Project Server'''.  In the future additional choices will be available such as '''Project Online'''.  For login actions to get to Enterprise Custom Fields both choices are available along with the  '''I’m not sure''' choice.  See the article at link: [[Using Enterprise Custom Fields from Microsoft Project for OnePager Live | Using Enterprise Custom Fields from Microsoft Project]]. 24.3.1-OPL
+
 
+
:b) '''Save Password''' A few comments are in order related to the '''Save Password''' checkbox. 
+
 
+
::i) When this checkbox is checked, OnePager will encrypt and remember the password you provide.  Essentially, checking this checkbox gives OnePager permission to store your credentials.
+
::ii) The information will be used to automatically connect to the same Microsoft Project Server account in the future if the '''Automatically connect''' checkbox in the '''Choose what to import''' form, discussed below, is checked.
+
::iii) Since multiple Project Server accounts can be established, the '''Save password''' checkbox applies individually to each.
+
::iv) If the '''Save Password''' checkbox is not checked, you may need to fill in the password form each time you want access.
+
::v) If you have previously logged into a Project Server account via Microsoft Project Professional and have given Windows permission to remember your credentials, OnePager may not even need to know your '''user name''' and '''password'''. It can login using the Windows credentials stored on your computer. For more information go to the Windows Control Panel\User Accounts and Family Safety\Credential Manager.
+
 
+
3) Once the fields are filled in, click the '''OK''' button to go to the next form where you click the '''Connect''' button.
+
 
+
==Selecting a Project or Projects from Your Project Server Account==
+
 
+
1) Clicking the '''OK''' button on the form above will bring up the '''Choose what to import''' form shown below:
+
 
+
<center>[[File:P53-8_5_1-53-(4)-01082016.png]]</center>
+
 
+
2) The form above allows you to establish a single or multiple Project Server account connection, perform edits on the account log-in information, and delete accounts.  The form lets you establish and terminate the connections to the selected account.  Finally, once connected, the form provides a scrollable space to display the files in the account and a '''filtering''' mechanism to assist in searches.
+
 
+
3) The '''OPP desktop''' application will not let mix ordinary files (e.g., non-Project Server files) with server-based project files.  The '''OPP desktop''' application will never give you the option to add a server object to the ordinary files that are already in your '''source packet'''.  If, however, you delete all the files from the '''source packet''', the '''OPP desktop''' application will give you the option to add either type of file (i.e., ordinary or server-based) to the empty '''source packet'''.
+
 
+
==Using the Automatically Connect Checkbox==
+
 
+
1) If you plan to ultimately select several files to create a multi-project graph, we recommend that you check the '''Automatically connect''' checkbox before clicking on the '''Connect''' button as described below.  As a warning, be advised that once the '''Automatically connect''' checkbox is checked, this checkbox must be unchecked in order to disconnect from your Project Server account with the '''Disconnect''' button. 
+
 
+
2) Checking the '''Automatically connect''' checkbox will automatically login to the selected account every time you open the form.
+
 
+
==Connecting to your Project Server Account Files==
+
 
+
1) When you click the '''Connect''' button in the '''Connect to Source''' group, the form will display the file information available at the site and will look something like this:
+
 
+
<center>[[File:P53-8_5_1-53-(4A)-01082016.png]]</center>
+
 
+
2) There are three groups of controls in the '''Choose what to import''' form:
+
 
+
:a) '''Select Account'''  The left-most field contains the URL for the Project Server account and has a dropdown menu so that, if you have several accounts available, you may select between them.
+
 
+
::i) Clicking the '''Add''' button will again bring up the '''Account Information for Data Source''' form allowing you to enter another set containing a URL, User name, and Password.
+
::ii) Clicking the '''Edit''' button will bring up the '''Account Information for Data Source''' form containing the information for the URL displayed in the window at the left.  With this form available, you can edit the data within and save it when you click the '''OK''' button.
+
::iii) Clicking the '''Delete''' button will delete the account information for the account URL displayed in the window to the left.
+
 
+
:b) '''Connect to Source'''  The '''Connect''' and '''Disconnect''' buttons allow you to make the connection or break it. 
+
 
+
::i) When the '''Connect''' button is clicked, OnePager will display a message providing you with the status of the connect operation.  When the connection is made a '''green dot''' will appear to the right with a tag stating '''Connected'''.  If the attempt to connect fails, a '''red dot''' with the tag of '''Not Connected''' will appear.  Additionally, one of the following error messages will appear in red in the '''Connect to Source''' group of the form:
+
 
+
{| class="wikitable"
+
! style="text-align: center; font-weight: bold;" | Message
+
! style="font-weight: bold;" | Meaning
+
|-
+
|
+
'''Need login account'''
+
|
+
Cannot login because user has not created a login account.&nbsp; Press the Add button to create an account.&nbsp;&nbsp; If the Add button is not showing, press the Change button first.
+
|-
+
|
+
'''Unable to connect'''
+
|
+
OnePager could not connect to the server using the specified account, and the login environment was already set to its most flexible value of '''I’m not sure'''
+
 
+
|-
+
|
+
'''Unable to connect.&nbsp; Edit login Environment to I'm not sure'''
+
|
+
OnePager could not connect to the server using the specified account, but the login environment was set to a specific value such as Project Server or Project Online.&nbsp;&nbsp; Trying again with '''I’m not sure''' will attempt the login both ways.
+
|}
+
 
+
::ii) Clicking the '''Disconnect''' button will immediately disconnect Microsoft Project Server and '''OPP'''from the account.  The form will not close and a '''red dot''' with the tag '''Disconnected''' will appear.
+
::iii) If you do not click the '''Disconnect''' button before exiting '''OPP desktop''', the connection will be terminated when Microsoft Project is closed. 
+
::iv) As mentioned above, in the '''Save Password''' group, '''OPP'' will remember your login information in encrypted form if the '''Save Password''' check box is checked for the account.
+
::v) Checking the '''Automatically connect''' checkbox will tell '''OPP''' to keep the connection to the URL displayed in the '''Select Account''' window active until the checkbox is unchecked and the '''Disconnect''' button is clicked.
+
 
+
:c) '''Choose Projects to Import'''  This group on the form displays the list of files available for import from the designated Microsoft Project Server account.  You have some options available when searching the files to import:
+
 
+
::i) '''Scroll-Down the List'''  Scroll down the list until you find the project or projects to import.  Select the file or files desired by mouse clicking on them and when ready to import.  Click the '''OK''' button at the bottom of the form.
+
 
+
<center>[[File:P53-8_5_1-53-(4A1)-01082016.png]]</center>
+
 
+
::ii) '''Use the Filter'''  You can filter through the files by placing filter text in the window to the immediate right of the '''Filter''' button.  When the '''Filter''' button is clicked, OnePager will display those files that meet the filter criteria as shown here:  You can then select the desired file or files.
+
 
+
<center>[[File:P53-8_5_1-53-(4B)-01082016.png]]</center>
+
 
+
::iii) '''Show All'''  Clicking the '''Show All''' button will display all the files available for selection.  Use the scroll bar at the right to search down the file names.
+
 
+
==Creating the Project View==
+
 
+
1) Upon completing the file selection process, click the '''OK''' button at the bottom of the '''Choose what to import''' form and the '''OPC''' form will be updated to show the files selected as shown below:
+
 
+
<center>[[File:P53-8_5_1-53-(5)-01082016.png]]</center>
+
 
+
2) As with any set of projects, you may examine and manipulate them by clicking on the '''Add/Remove''' button shown above which brings up the '''Data source selection''' form shown at the right below.  Clicking the '''Add''' button there will, in turn, bring up the '''Choose what to import form''' shown at the left below, thereby populating the '''Data source selection''' form:
+
 
+
<center>[[File:P53-8_5_1-53-(6)-01082016.png]]</center>
+
 
+
3) Once you make the necessary entries and confirm the settings in the '''OPC''' form you can proceed to create your project view through the normal process.
+
 
+
==Updating the Project View from Project Server==
+
 
+
Updating project views that were created from cloud sources is explained below.
+
 
+
===Updates to Project Views from Microsoft Project Online or SharePoint Sources===
+
 
+
The '''OPP desktop''' application supports '''pull''' updates from Microsoft Project Server '''source files'''.  The application does '''not''' support '''pull''' updates when the sources are from Microsoft Project Online or SharePoint.  In these cases, you need to initiate an update using the OnePager '''Add-in''' from inside Microsoft Project.
+
 
+
===Updates to Project Views from Microsoft Project Server Projects  ===
+
 
+
1) You may perform any update from Microsoft Project Server sources using either the '''pull''' or '''push''' operations available for '''OPP''' version 5.3.  Please use the following article links for further information:
+
 
+
::[[REPLACING a Snapshot via Pull Operation - OnePager Live for OnePager Live | REPLACING a Snapshot via Pull Operation - OnePager Live]]  From 7.14.1-53
+
 
+
::[[ADDING a Snapshot via Pull Operation - OnePager Live for OnePager Live | ADDING a Snapshot via Pull Operation - OnePager Live]]  From 7.15.1-53
+
 
+
::[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager LIve for Live | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Live]] From 7.16.1-53
+
 
+
2) When using the reference links above, please keep in mind that when performing a '''pull''' operation to update project views, the sequence is to:
+
 
+
:a) First, launch the '''OPP desktop''' application and click the '''OPEN''' button on the '''OnePager Pro Start''' form.
+
 
+
:b) This action provides you the opportunity to select the project view ('''.TAM''') file either by '''BROWSING Files…''' or choosing a '''RECENT''' file from the dropdown list. 
+
 
+
:c) Once you’ve selected the file, '''OPP''' will know where the '''source packet''' is located, retrieves it, and uses it to update the selected project view (add or replace snapshot). 
+
 
+
3) The above sequence is a slight deviation to the sequence specified in the articles at the links above.
+
 
+
==Sharing Project Views Created from the Cloud==
+
 
+
1) '''OPP''' is able to updates project views from cloud sources because it has access to the credentials.  These credentials are stored locally in the '''OPP''' database or in the Windows Credential vault.
+
 
+
2) Sharing project views created in the cloud is, therefore, a bit more involved because the recipient needs access to the same cloud data sources (i.e., Microsoft Project Server account).
+
 
+
:a) Your internal procedures for giving various team members cloud access credentials should govern these considerations.
+
 
+
:b) More information is available on sharing  project views at these links:
+
 
+
::[[Managing Project View Data for OnePager Live | Managing Project View Data]] 23.0.1-OPL
+
 
+
::[[Sharing Project Views for OnePager Live (Portal) | Sharing Project Views (Portal)]]  23.2.1-OPL
+
 
+
3) At the present time, whenever you upgrade your version of '''OPP''' on your local computer, the '''OPP''' database is purged of all data associated with Microsoft Project Server, Project Online, and SharePoint credentials.
+
 
+
(Above From 8.5.1-53)
+
 
+
==About the Multi-Page Feature for OnePager Live==
+
 
+
5.0-OPL
+
  
 
As the product’s name implies, OnePager is intended to take a complex Microsoft Project or Microsoft Excel plan and render it into a concise and informative Gantt chart in seconds.   
 
As the product’s name implies, OnePager is intended to take a complex Microsoft Project or Microsoft Excel plan and render it into a concise and informative Gantt chart in seconds.   
  
For many of you this is certainly sufficient.  However, as you become more proficient and your projects more complex, you’ve asked us for the ability to '''create multiple pages of output'''.  
+
For many of you this is certainly sufficient.  However, as you become more proficient and your projects more complex, you’ve asked us for the ability to '''create multiple pages of output'''. Please use the following like to obtain more information on OnePager Live's Multi-Page feature:
 
+
==Multi-Page Output Controls==
+
 
+
1) First of all, controls for the multi-page feature can be found on the '''Page Layout''' tab of the project view ribbon and on the '''Page Layout''' tabs of the Project-View Properties ('''PVP''') and '''Template Properties''' forms. 
+
 
+
:a) The '''PVP''' form is accessed at the '''Home''' tab’s '''Settings''' section using the '''Project-View Properties''' button. 
+
 
+
:b) The '''Template Properties''' form is accessed from the Microsoft Project or Microsoft Excel tool bar by clicking on the '''Templated…''' button.  The OnePager ribbon is always visible. 
+
 
+
:c) The '''PVP''' form may be accessed from the '''Home''' tab or by right clicking in empty space and choosing the '''Project view properties''' command.
+
 
+
2) In the following article discussions, we will overview:
+
 
+
:* The multi-page enhancement,
+
:* The '''Page Layout''' tab added to the OnePager ribbon,
+
:* The two additional views added to OnePager Pro ('''OPP''') and Express ('''OPX'''), and
+
:* Other areas of the '''PVP''' and '''Template Properties''' forms that are enhanced to support multi-page. 
+
 
+
3) We will also provide some examples of multi-page features and what the output project views look like.
+
 
+
==Links==
+
 
+
4) The following are links to articles that provide more details on the use of the OnePager Multi-Page Feature.
+
  
 
{| class="wikitable"
 
{| class="wikitable"
| [[View Modes for OnePager Live | View Modes]] 5.1-OPL
+
| [[Creating Multi-Page Project Views with OnePager Live for OnePager Live (Portal) | Creating Multi-Page Project Views with OnePager Live]] 8.6-OPL
|-
+
|}-->
| [[Page Setup, Document Fitting, and Repeating Elements for OnePager Live (Portal) | Page Setup, Document Fitting, and Repeating Elements (Portal)]] 5.2-OPL
+
|-
+
| [[Basic Manual and Global Editing of Multi-Page Output for OnePager Live | Basic Manual and Global Editing of Multi-Page Output]] 5.3-OPL
+
|}
+
 
+
(Above from 5.0)
+
 
+
  
 
==Related Links==
 
==Related Links==
Line 262: Line 61:
 
[[Using Enterprise Custom Fields from Microsoft Project for OnePager Live | Using Enterprise Custom Fields from Microsoft Project]] 24.3.1-OPL
 
[[Using Enterprise Custom Fields from Microsoft Project for OnePager Live | Using Enterprise Custom Fields from Microsoft Project]] 24.3.1-OPL
  
[[Creating a NEW Project View via Pull Operation - OnePager Live for OnePager Live | Creating a NEW Project View via Pull Operation - OnePager Live]] 7.13.1-OPL
+
[[Creating a NEW Project View from Microsoft Project Server/Online for OnePager Live | Creating a NEW Project View from Microsoft Project Server/Online]] 7.13.1-OPL
 
+
[[OnePager Project View Custom Update Feature for OnePager Live | Custom Update - Pull Operation Feature]]  Maybe 7.16.1-OPL
+
  
 +
[[Custom Update (Replacing) of a Snapshot with Microsoft Project Server/Online for OnePager Live | Custom Update (Replacing)of a Snapshot with Microsoft Project Server/Online]]  7.16.1-OPL
  
 
==Links to Additional Resources==
 
==Links to Additional Resources==
Line 271: Line 69:
 
If for any reason you encounter issues, the following resources are available for additional assistance:
 
If for any reason you encounter issues, the following resources are available for additional assistance:
  
:a) [https://www.chroniclegraphics.com/support/faq.php Frequently Asked Questions]  
+
:a) [https://www.onepager.com/support/faq.php Frequently Asked Questions]  
  
:b) [https://www.chroniclegraphics.com/solutions/examples.html How-to Articles ]  
+
:b) [https://www.onepager.com/solutions/examples.html How-to Articles ]  
  
:c) [https://www.chroniclegraphics.com/support/video_tutorials/video_tutorials_opp.html Video Tutorials for OnePager Pro]  
+
:c) [https://www.onepager.com/support/video_tutorials/video_tutorials_opp.html Video Tutorials for OnePager Pro]  
  
:d) [https://www.chroniclegraphics.com/support/video_tutorials/video_tutorials_opx.html Video Tutorials for OnePager Express]  
+
:d) [https://www.onepager.com/support/video_tutorials/video_tutorials_opx.html Video Tutorials for OnePager Express]  
  
:e) [https://www.chroniclegraphics.com/community/blog/ The Chronicle Graphics Blog]  
+
:e) [https://www.onepager.com/community/blog/ The Chronicle Graphics Blog]  
  
You may also [https://www.chroniclegraphics.com/support/ticket.php submit a support ticket] or [mailto:support@chroniclegraphics.com e-mail your question].
+
You may also [https://www.chroniclegraphics.com/support/ticket.php submit a support ticket] or [mailto:support@onepager.com e-mail your question].
  
Finally, you may also contact the Support Unit at [mailto:support@chroniclegraphics.com CG Support Unit] or by going to the Contact Us button on our website and submitting a question:  [http://www.chroniclegraphics.com/about/contact_us.php Contact Us]
+
Finally, you may also contact the Support Unit at [mailto:support@onepager.com CG Support Unit] or by going to the Contact Us button on our website and submitting a question:  [http://www.onepager.com/about/contact_us.php Contact Us]
  
 
(8.0.1-OPL)
 
(8.0.1-OPL)
  
 
[[Category:OnePager Live]]
 
[[Category:OnePager Live]]
[[Category:Getting Started]]
+
[[Category:Getting Started for OnePager Live]]
 
[[Category:Core Concepts]]
 
[[Category:Core Concepts]]
[[Category:Basic Workflows]]
+
[[Category:Basic Workflows for OnePager Live]]
 
[[Category:Multi-Project Formats]]
 
[[Category:Multi-Project Formats]]
 
[[Category:Enterprise Integration]]
 
[[Category:Enterprise Integration]]
Line 297: Line 95:
 
[[Category:Editing a Project View]]
 
[[Category:Editing a Project View]]
 
[[Category:Templates]]
 
[[Category:Templates]]
[[Category:OnePager - Tool Bar]]
+
[[Category:OnePager Live - Tool Bar]]
[[Category:Multi-Page Output]]
+
[[Category:Multi-Page Output for OnePager Live]]
[[Category:Sharing Output]]
+
[[Category:Sharing Output for OnePager Live]]
[[Category:Microsoft Project]]
+
 
[[Category:Project Views]]
 
[[Category:Project Views]]
[[Category:Microsoft Excel]]
 
 
[[Category:Frequently Asked Questions]]
 
[[Category:Frequently Asked Questions]]
 
[[Category:How To Articles]]
 
[[Category:How To Articles]]
[[Category:Support]]
+
[[Category:Support for OnePager Live]]

Latest revision as of 17:54, 21 July 2017

Overview

8.0.1-OPL

The Getting Started (Portal) 3.0-OPL article covered a few ways of creating and updating project views and snapshots.

The Basic Workflows (Portal) 7.0.1-OPL article covered the basic workflows available in OnePager Live.

The article links below provide you with more advanced workfolws for OnePager Live. There are essentially three (3) workflows categories you can use. Of course, OnePager Live's flexibility allows you to innovate on your own.

In each of these articles we show the flow of steps and illustrate these steps with appropriate figures of the necessary form.

Clicking on any of the links below will take you to the article where you'll find a flow diagram and a step-by-step procedure on how to accomplish the workflow.

Creating Project Views from Server Resident Project Plans

OnePager Live can connect to Microsoft Project Server and Microsoft Project Online allowing you to access Microsoft Project plans from your out online repositories. The following article describes how to access Microsoft Project Server/Online plans:

Creating Project Views from Server Resident Project Plans with OnePager Live 8.5.1-OPL

Creating Various Multi-Project Views with OnePager Live

One of the strengths of OnePager Live is its ability to create compact visual representations of multiple projects. These could be several projects that belong to one program or they could be several projects and programs in an organization’s portfolio.

OnePager Live supports the visualization of multiple-project from Microsoft Project plans and Microsoft Excel plans and the article links below are intended to assist you with the creation of these visualizations.

Using OnePager Live to Create Multi-Project Views from Microsoft Project

The first two article links below are associated with Microsoft Project and provide assistance with the creation of multi-project project view either using the Microsoft Project Integrated Master Schedule (IMS) or separate Microsoft Project plans:

Making Multi-Project Graphs from MS Project Integrated Master Schedules 8.1.1-OPL2
Making Multi-Project Graphs from Separate Microsoft Project Plans 8.2.1-OPL2

Using OnePager Live to Create Multi-Project Views from Microsoft Excel

The two links below are associated with Microsoft Excel and provide guidance with the creation of multi-project project views when multiple projects are contained in a single Microsoft Excel spreadsheet or where you want to make a single project view from multiple Microsoft Excel spreadsheet plans:

Handling Microsoft Excel Spreadsheets Containing Multiple Projects 8.3.1-OPL2
Making Multi-Project Graphs from Separate Microsoft Excel Plans 8.4.1-OPL


Related Links

Using Enterprise Custom Fields from Microsoft Project 24.3.1-OPL

Creating a NEW Project View from Microsoft Project Server/Online 7.13.1-OPL

Custom Update (Replacing)of a Snapshot with Microsoft Project Server/Online 7.16.1-OPL

Links to Additional Resources

If for any reason you encounter issues, the following resources are available for additional assistance:

a) Frequently Asked Questions
b) How-to Articles
c) Video Tutorials for OnePager Pro
d) Video Tutorials for OnePager Express
e) The Chronicle Graphics Blog

You may also submit a support ticket or e-mail your question.

Finally, you may also contact the Support Unit at CG Support Unit or by going to the Contact Us button on our website and submitting a question: Contact Us

(8.0.1-OPL)