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

Revision as of 16:00, 17 May 2016

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 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:

Using OnePager Live Express 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:

(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 Pull Operation Feature for more information.

Getting Started

1) Launch the OPP desktop application. Then, click the NEW button on the OnePager Pro Start form as shown below:

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:

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.

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. 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:

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:

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:

ii) Clicking the Disconnect button will immediately disconnect Microsoft Project Server and OPPfrom 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.

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.

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:

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:

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 From 7.14.1-53

ADDING a Snapshot via Pull Operation - OnePager Live From 7.15.1-53

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 23.0.1-OPL

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.

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.

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.

(Above from 5.0)

Related Links

Using Enterprise Custom Fields from Microsoft Project 24.3.1-OPL

Creating a NEW Project View via Pull Operation - OnePager Live 7.13.1-OPL

Custom Update - Pull Operation Feature Maybe 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)