Difference between revisions of "Advanced Workflows for OnePager Live (Portal)"
From OnePager Documentation
(→Using OnePager Live to Create Multi-Project Views from Microsoft Excel) |
|||
| (16 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 24: | Line 32: | ||
{| 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- | + | | [[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- | + | | [[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 | + | ===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- | + | | [[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== | |
| − | + | ||
| − | + | ||
| − | == | + | |
| − | + | ||
| − | + | ||
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: |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[ | + | | [[Creating Multi-Page Project Views with OnePager Live for OnePager Live (Portal) | Creating Multi-Page Project Views with OnePager Live]] 8.6-OPL |
| − | + | |}--> | |
| − | + | ||
| − | + | ||
| − | + | ||
| − | |} | + | |
| − | + | ||
| − | + | ||
| − | + | ||
==Related Links== | ==Related Links== | ||
| Line 87: | 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 | + | [[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 |
| − | + | ||
| − | + | ||
| + | [[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 96: | 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. | + | :a) [https://www.onepager.com/support/faq.php Frequently Asked Questions] |
| − | :b) [https://www. | + | :b) [https://www.onepager.com/solutions/examples.html How-to Articles ] |
| − | :c) [https://www. | + | :c) [https://www.onepager.com/support/video_tutorials/video_tutorials_opp.html Video Tutorials for OnePager Pro] |
| − | :d) [https://www. | + | :d) [https://www.onepager.com/support/video_tutorials/video_tutorials_opx.html Video Tutorials for OnePager Express] |
| − | :e) [https://www. | + | :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@ | + | 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@ | + | 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 122: | 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:Project Views]] | [[Category:Project Views]] | ||
| − | |||
[[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
Contents
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:
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)
Categories:
- OnePager Live
- Getting Started for OnePager Live
- Core Concepts
- Basic Workflows for OnePager Live
- Multi-Project Formats
- Enterprise Integration
- Microsoft Project Server Accounts
- Project-View Properties Form
- Editing a Project View
- Templates
- OnePager Live - Tool Bar
- Multi-Page Output for OnePager Live
- Sharing Output for OnePager Live
- Project Views
- Frequently Asked Questions
- How To Articles
- Support for OnePager Live
