Advanced Workflows for OnePager Live (Portal)

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:

Making Multi-Project Graphs from MS Project Integrated Master Schedules 8.1.1-OPL

Making Multi-Project Graphs from Separate Microsoft Project Plans 8.2.1-OPL

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-OPL

Making Multi-Project Graphs from Separate Microsoft Excel Plans 8.4.1-OPL

(Above From 8.0.1-53)

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.

View Modes 5.1-OPL

Page Setup, Document Fitting, and Repeating Elements (Portal) 5.2-OPL

Basic Manual and Global Editing of Multi-Page Output 5.3-OPL

(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)