Difference between pages "Conditional Import for OnePager Pro Add-in for Version 6.1" and "Getting Started with OnePager Express Version 7.2"

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==Introduction==
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This '''Getting Started''' article provides instruction to new OnePager users on OnePager Express where '''source plans''' are imported from Microsoft Excel either using the '''Add-in''' edition or '''Standalone''' edition of OnePager Express.
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===Message for OnePager Bundle Users===
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Because our new product '''OnePager Bundle''' supports the creation of '''Gantt Charts''' from Microsoft Excel, from its '''Add-in''' and '''Standalone''' editions, this article is used to provide that same instruction to new users '''getting started''' with '''OnePager Bundle'''.
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For '''OnePager Bundle''' users coming to this article, the only difference you will see in the following article's sections and sub-section, is that examples and illustrations are based upon OnePager Excel.  All functions and features described herein for OnePager Express apply consistently for '''OnePager Bundle'''.  So whenever OnePager Express is mentioned below, '''OnePager Bundle''' users should consider the statement in the context of '''OnePager Bundle'''.
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===Add-in Versus Standalone for First Time Users===
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The '''Overview''' sub-section contains two sub-sections where the first describes [[Getting Started with OnePager Express Version 7.2#Launching OnePager Express Add-in for the First Time | Launching OnePager Express Add-in for the First Time]] 3.0.2-72 The second subsection describes [[Getting Started with OnePager Express Version 7.2#Launching OnePager Express Standalone for the First Time | Launching OnePager Express Standalone for the First Time]] 3.0.2-72  We recommend reviewing the entire '''Overview''' sub-section before proceeding further.
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==Overview==
 
==Overview==
  
1) The article is recommended reading before you advance to this article or any other of the product specific articles in this series.
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As with previous version of OnePager Express ('''OPX'''), version 7.1 can be launched from a '''Standalone icon''' as well as from within Microsoft Excel ('''Add-in'''). Please note that after selecting the '''Add-in''' launch option that you are not be able to launch the OnePager '''Standalone''' application. Only one of these applications ('''Add-in''' or '''Standalone''') can be active at a time. If you attempt to launch both, a warning message appears as shown below:
  
2) The '''Conditional Import Filters''' feature supports imports from all locations and configurations of Microsoft Project '''source plans''' including those from your computer, from the '''cloud'''; as a single '''source plan''', '''Integrated Master Schedules (IMS)''', or '''multiple separate Microsoft Project source plans'''.  
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<center>[[File:X70-3_0_2_1-70-(1)-07102019.png]]</center>
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<!--<center>X70-3_0_2_1-70-(1)-07102019.png</center>-->
  
3) This article provides details on the use of the '''Conditional Import Filters''' feature for OnePager Pro ('''OPP''') Add-in edition.
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If you need further information, please consult this link: [https://www.onepager.com/support/faq.php?id=77 OnePager Doesn't Launch when the Standalone Icon is Clicked].
  
:(1) First, we’ll provide information on how to create '''Conditional Import Filters''' rules using the '''Conditional Import Rules''' form.   
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This article provides the basic information needed to '''Getting Started''' and use OnePager Express ('''OPX''') after you launch '''OPX''' from Microsoft Excel or when you launch the '''OPX Standalone''' editionThe article providing '''Getting Started''' guidance when launching from the '''OPX Standalone icon''' is at:  [[Getting Started with OnePager Express Version 7.2#Launching OnePager Express Standalone for the First Time | Launching OnePager Express Standalone for the First Time]] 3.0.2-72 The '''Getting Started''' guidance when launching from '''OPX Add-in''' follows in the next sub-section below.
  
:(2) Then, we'll cover a couple of examples on how you might use the '''Condition Import Filters''' feature in your every day use of OnePager in preparation for your schedule presentations and discussions. 
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===Launching OnePager Express Add-in for the First Time===
  
==Adding a Filter Rule to the Conditional Import Rules Form==
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The '''OPX Add-in''' automatically displays the '''OnePager icon''' on the Microsoft Excel ribbon's '''Add-in''' tool tab once OnePager is installed. That tool bar looks like this:
  
1) The '''Conditional Import Rules''' form resembles to the '''Conditional Formatting''' form in look and function. In this form you can add, copy, change, and delete '''Conditional Import Filters''' rules.  The form is accessed from the '''OnePager choices '''('''OPC''') form as shown below:
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<center>[[File:X70-3_0_2_1-70-(2)-07102019.png]]</center>
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<!--<center>X70-3_0_2_1-70-(2)-07102019.png</center>-->
  
<center>[[File:P60-7_18_1-60-(4BB)-03022017.png]]</center>
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Clicking the '''OnePager Express…''' button takes you to the '''Chart Editor'''. Clicking the '''Templates…''' button lets you '''edit''' the '''Template Properties''' form for your graphs. For now, it is simplest to use the default '''Template Properties''' form. 
<!--<center>P60-7_18_1-60-(4BB)-03022017.png</center>-->
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:a) The '''Conditional Import Rules '''form is shown in its initial blank state above.  The rules entered become part of any project view subsequently created or updated and are saved with the project view. If you later, create or update a snapshot using a '''flag''' field, '''OPP''' saves the '''flag''' field and clear the '''Conditional Import Filters''' rules.
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You can learn how '''Template Properties''' forms let you customize and standardize graph features later at: [[Managing Templates for Version 7.2 (Portal) | Managing Templates (Portal)]] 24.0.1-72
  
:b) '''Conditional Import Filter''' rules are typically entered when a project view is first created in the '''NEW''' workflow.
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Before you launch '''OPX''', however, you must have certain scheduling fields in your Microsoft Excel '''source plan'''.  There is a lot of flexibility in how these fields can be named.  A typical example is shown below.  The only '''mandatory fields''' are fields representing '''Start''', '''Finish''', and '''Name'''. In this example, however, we are also including three optional fields:
  
:c) After a project view is created, rules can be added later for the '''UPDATE''' workflow via the '''OnePager Choices''' form invoked either from the '''OnePager Start''' form or the '''Project View Editor''' ('''Custom Update…''' button.  These workflows are described later in the examples accompanying this article.
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:1) A category field ('''Category''') used to assign '''colors''' to tasks.
  
2) With the '''Custom Import Rules''' form visible and blank, click the '''Add Rule''' button to create a new empty row as shown below:
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:2) A selection field ('''Show It''') used to choose which tasks to '''graph'''.
  
<center>[[File:P60-7_18_1_1-60-(1AA)-03032017.png]]</center>
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:3) A '''Task ID''' field that OnePager uses to keep track of tasks/milestones as your Microsoft Excel plan is change through additions or deletions over the course of the project.
<!--<center>P60-7_18_1_1-60-(1AA)-03032017.png</center>-->
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:a) There are five cells shown for the new rule row above. The first two cells are used as follows:
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<center>[[File:X70-3_0_2_1-70-(2A-1)-07102019.png]]</center>
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<!--<center>X70-3_0_2_1-70-(2A-1)-07102019.png</center>-->
  
::i) The first two cells are used as '''selection''' cells.
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To control which tasks get '''graphed''', you must specify a '''Flag''' field (e.g. '''Show It''') that you wish to use.  '''Numeric''' fields can also be used the same as the text fields where a '''1''' in a '''Number''' field indicates '''Yes''' and a '''0''' in a '''Number''' field indicates '''No'''.   See how this is done in the illustration above. When making your first chart, we strongly recommend that you select 50 or fewer tasks with '''Yes'''. Please note that '''OPX''' is shipped with a number of fully populated '''Template Properties''' forms that are based on the Microsoft Excel '''source plan''' used in the '''Tutorial''' also shipped with the product – BlueGrass Project Plan. The following table describes field-heading types that '''OPX''' uses and shows variations on the heading titles that OnePager Express recognizes.  It is not mandatory that you used these field names, since '''OPX''' gives you a chance to choose the actual Microsoft Excel '''source plan''' fields that it employs.    However, using these names  speeds things up because it helps '''OPX''' make reasonable guesses on which fields to use as its default selections.   Note that three field heading types must always be present: '''Name''', '''Start''', and '''Finish'''.
::ii) The first left-most cell, when clicked, allows you to use the '''Copy Rule(s)''' or the '''Delete Rule(s)''' buttons.
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::iii) The second cell from the left is a checkbox used to allow you to '''activate''' or '''deactivate''' the rule. If the checkbox is '''unchecked''', '''OPP''' does not apply the rule when performing the '''import''' function.
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:b) The '''Field''' cell of a row (third from the left) has a dropdown menu that allows you to select a Microsoft Project '''source plan''' field to use in creating the selected criterion. When the dropdown menu is selected, the '''Field '''cell looks something like this:
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We recommend the inclusion of an '''ID''' field with sequential numbering from top to bottom.  This assists OnePager maintain a correspondence with Microsoft Excel’s rows after the Microsoft Excel '''source plan''' is updated.
  
<center>[[File:P60-7_18_1_1-60-(2AA)-03032017.png]]</center>
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<center>[[File:X70-3_0_3-70-(3)-12082020.png]]</center>
<!--<center>P60-7_18_1_1-60-(2AA)-03032017.png</center>-->
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<!--<center>X70-3_0_3-70-(3)-12082020.png</center>-->
  
:c) When a Microsoft Project '''source plan''' field is selected, the name is displayed in the '''Field''' cell of the new '''Custom Import Filters''' rule row.
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To launch '''OPX''' and make a chart, click on the '''OnePager Express...''' button on the Microsoft Express tool bar’s '''Add-ins''' tab, which accesses the '''OnePager Express Start''' form:
  
:d) The look of the rest of the new '''Conditional Import Filters''' rule row depends on the type of the Microsoft Project '''source plan''' field selected. These types are discussed next.
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<center>[[File:X71-3_0_2_1-71-(4)-10252021.png]]</center>
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<!--<center>X71-3_0_2_1-71-(4)-10252021.png</center>-->
  
3) '''Date and Numeric Fields – ''' When Microsoft Project '''date or numeric''' types are selected in the '''Field''' cell of the rule row, the '''Operator''' field dropdown provides the options shown below:
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The '''OnePager Express Start''' form provides you with three options:
  
<center>[[File:P60-7_18_1_1-60-(3AA)-03032017.png]]</center>
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:1) '''NEW'''  Clicking the '''NEW''' button brings up the '''OnePager choices''' ('''OPC''') form.
<!--<center>P60-7_18_1_1-60-(3AA)-03032017.png</center>-->
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:a) These are the conventional six (6) logical operators used consistently in '''OPP''' for date and numeric types. They are the same '''Operators''' used in '''OPP''' for '''Conditional Formatting'''.  See the article at [[Conditional Formatting Overview for OnePager Pro for Version 6.1 | Conditional Formatting Overview for OnePager Pro]] <!--11.1.1-61--> for complementary details on the use of these logical operators.
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:2) '''UPDATE'''  Clicking the '''UPDATE''' button allows you to '''BROWSE FILES''' for an existing chart or select a recently-opened chart.
  
:b) When the logical statement evaluates to '''TRUE''' on the selected '''Field''' in a Microsoft Project '''source plan''' row, the row is importedOtherwise it is skipped.   
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:3) '''OPEN''' Clicking the '''OPEN''' button allows you to '''BROWSE FILES''' for an existing chart or select a recently-opened chart.  Once selected and opened, the chart is available for editingOnce selected and opened, the chart is available for '''editing'''At this point you may wish to skip the following sub-section and proceed to the sub-section covering '''Creating a New Chart''' at [[Getting Started with OnePager Express Version 7.2#Creating a New Chart | Creating a New Chart]] 3.0.2-72
  
4) '''Text Fields – ''' When Microsoft Project '''text''' fields are entered in the '''Field''' cell of the '''Conditional Import Filters''' rule row, the '''Operator''' field dropdown provides the options shown below:
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===Launching OnePager Express Standalone for the First Time===
  
<center>[[File:P60-7_18_1_1-60-(4AA)-03032017.png]]</center>
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'''OPX''' can be installed so that it can be launched either from Microsoft Excel’s '''Add-in''' tab on its tool bar or from a '''Standalone''' icon or both. Additionally, you can also locate and double-click a '''.TAM''' to bring up the '''Standalone OPX'''. The '''Standalone icon''' for launching '''OPX''' looks like this:
<!--<center>P60-7_18_1_1-60-(4AA)-03032017.png</center>-->
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:a) These are the conventional four (4) logical operators used consistently in '''OPP''' for the text type.  They are the same '''Operators''' used in '''OPP''' for '''Conditional Formatting'''. See the article at [[Conditional Formatting Overview for OnePager Pro for Version 6.1 | Conditional Formatting Overview for OnePager Pro]] <!--11.1.1-61--> for complementary details on the use of these logical operators.
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<center>[[File:X70-3_0_2_2-70-(1A)-07162019.png]]</center>
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<!--<center>X70-3_0_2_2-70-(1A)-07162019.png</center>-->
  
:b) When the logical statement evaluates to '''TRUE''' on the selected '''Field''' in a Microsoft Project '''source plan''' row, the row is imported.  Otherwise it is skipped.
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Before you launch '''OPX''', however, you must have certain scheduling fields in your Microsoft Excel '''source plan'''.    There is a lot of flexibility in how these fields can be named.  A typical example is shown below.  The only '''mandatory fields''' are field representing '''Start''', '''Finish''', and '''Name'''.   In this example, however, we are also including three optional fields:
  
5) '''Boolean Fields – ''' When Microsoft Project '''Boolean''' types are entered in the '''Field''' cell of the '''Conditional Import Filters''' rule row, the '''Operator''' field dropdown provides the options shown below:
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:* A category field ('''Category''') used to assign '''colors''' to tasks.
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:* A selection field ('''Show It''') used to choose which tasks to '''graph'''.
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:* A '''Task ID''' field that OnePager uses to keep track of tasks/milestones as your Microsoft Excel '''source plan''' is change through additions or deletions over the course of the project.
  
<center>[[File:P60-7_18_1_1-60-(5AA)-03032017.png]]</center>
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<center>[[File:X70-3_0_2_1-70-(2A-1)-07102019.png]]</center>
<!--<center>P60-7_18_1_1-60-(5AA)-03032017.png</center>-->
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<!--<center>X70-3_0_2_1-70-(2A-1)-07102019.png</center>-->
  
:a) These are the two (2) conventional Boolean logical operators used consistently in '''OPP''' for the Boolean typeThey are the same '''Operators''' used in '''OPP''' for '''Conditional Formatting'''. See the article at [[Conditional Formatting with Boolean Fields for OnePager Pro for Version 6.1 | Conditional Formatting with Boolean Fields for OnePager Pro]] <!--11.5.1-61--> for complementary details on the use of these logical operators.
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To control which tasks get '''graphed''', you must specify a '''Flag''' field (e.g. '''Show It''') that you wish to use'''Numeric''' fields can also be used the same as the text fields where a '''1''' in a '''Number''' field indicates '''Yes''' and a '''0''' in a '''Number''' field indicates '''No'''.   See how this is done in the illustration above. When making your first chart, we strongly recommend that you select 50 or fewer tasks with '''Yes'''. Please note that '''OPX''' is shipped with a number of fully populated '''Template Properties''' forms that are based on the Microsoft Excel '''source plan''' used in the tutorial also shipped with the product – BlueGrass Project Plan. The following table describes field-heading types that '''OPX''' uses and shows variations on the heading titles that OnePager recognizes.  It is not mandatory that you used these field names, since '''OPX''' gives you a chance to choose the actual Microsoft Excel '''source plan''' fields that it employs.    However, using these names speeds things up because it helps '''OPX''' make reasonable guesses on which fields to use as its default selections.  Note that it shows that three of the field heading types must always be present: '''Name''', '''Start''', and '''Finish'''.  We recommend the inclusion of an '''ID''' field with sequential numbering from top to bottom.  This assists OnePager maintain a correspondence with Microsoft Excel’s rows after the Microsoft Excel '''source plan''' is updated.
  
:b) Boolean types are a special case as the '''operator''' and the '''value''' in '''OPP''' are combined into one cell of the '''Conditional Import Filters''' rule row - the '''Operator''' cell.
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<center>[[File:X70-3_0_3-70-(3)-12082020.png]]</center>
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<!--<center>X70-3_0_3-70-(3)-12082020.png</center>-->
  
:c) When the selected Field is '''TRUE''' (or '''Yes''') in a Microsoft Project '''source plan''' row, the row is importedOtherwise it is skipped.
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To launch OnePager Express '''Standalone''' click the '''OnePager Express''' button on the '''Standalone'''.  OnePager Express first displays a splash page and then takes you to the '''Chart Editor'''.
  
6) '''Flag1 Through Flag20 Fields – ''' '''OPP''' treats Microsoft Project '''fields''' from '''Flag1''' through '''Flag20''' as '''Boolean''' types in the same way as described in the previous sub-section.  
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<center>[[File:X71-3_0_2_2-71-(2A)-10252021.png]]</center>
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<!--<center>X71-3_0_2_2-71-(2A)-10252021.png</center>-->
  
7) We want to emphasize the flexibility that '''Conditional Import Filters''' adds to the way you can '''import''' rows from your Microsoft Project '''source plan'''. You can formulate sets of '''Conditional Import Filters''' rules to controls '''imports''' using '''all available types''' of Microsoft Project '''fields''' and use operators that let you select ranges of values and more complicated combinations of criteria.
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<center>[[File:X71-3_0_2_2-71-(3)-10252021.png]]</center>
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<!--<center>X71-3_0_2_2-71-(3)-10252021.png</center>-->
  
===Editing an Existing Filter Rule in the Conditional Import Rules Form===
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The '''OnePager Express Start''' form provides you with three options:
  
8) Suppose you’ve composed several '''Conditional Import Filters''' rules in an open '''Conditional Import Rules''' form as shown below:
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:1) '''NEW''' Clicking the '''NEW''' button accesses the '''OnePager Express choices''' ('''OPC''') form.
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:2) '''UPDATE'''  Clicking the '''UPDATE''' button allows you to '''BROWSE FILES''' for an existing chart file or select a recently-opened chart file.
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:3) '''OPEN'''  Clicking the '''OPEN''' button allows you to '''BROWSE FILES''' for an existing chart file or select a recently-opened chart file. 
  
<center>[[File:P60-7_18_1-60-(5BB)-03022017.png]]</center>
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Once selected and opened, the chart is available for '''editing'''. Please continue on to the next sub-section - '''Creating a New Chart'''.
<!--<center>P60-7_18_1-60-(5BB)-03022017.png</center>-->
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:a) Now further suppose, after reviewing these two rules, that you realize that you can not be able to capture any tasks/milestones that happen to '''Start''' on 12/31/2015 because the current rule is based on the less than logical '''Operator.'''
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==Creating a New Chart==
  
:b) To make the change in the '''Operator''' cell, click on the cell’s contents which highlights the cell in blue and reveals the dropdown menu button which you should click.  When you do the '''Conditional Import Rules''' form should look like this:
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Clicking the '''NEW''' button accesses the OnePager choices ('''OPC''') form as shown below:
  
<center>[[File:P60-7_18_1_1-60-(7AA)-03032017.png]]</center>
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<center>[[File:X71-3_0_2_1-71-(5-1)-02082022.png]]</center>
<!--<center>P60-7_18_1_1-60-(7AA)-03032017.png</center>-->
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<!--<center>X71-3_0_2_1-71-(5-1)-02082022.png</center>-->
  
c) To change the rule, click the desired '''Operator''' in the dropdown menu, in this case the less than or equal '''Operator''', and it is displayed in the '''Operator''' cell of the second rule as shown here:
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===Options on the New OnePager Choices form===
  
<center>[[File:P60-7_18_1_1-60-(8AA)-03032017.png]]</center>
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The '''OPC''' form gives you more options for selecting '''source plans'''.  The illustration above shows that '''OPX''' was initiated from Microsoft Excel with the '''source plan''' shown in the '''Selected File(s)''' group shown above. The '''Add/Remove''' button gives you the capability to '''add''' more '''source plans''' to the '''source packet''' or, for multiple file packets, to '''remove''' files. Clicking the '''Add/Remove''' button accesses the '''Data source selection''' form as shown below:
<!--<center>P60-7_18_1_1-60-(8AA)-03032017.png</center>-->
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:d) Any '''Field, Operator, or Value''' cell can be '''edited''' in this way. Additionally, the '''On''' cell can be toggled to control the '''Conditional Import Filters''' rule's participation in the '''import''' process.  Finally, you can switch between the two radio buttons at the top of the form in order to change the relationship among the rules from '''OR''' to '''AND''' or vice versa.
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<center>[[File:X71-3_0_2_1-71-(6-1)-02082022.png]]</center>
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<!--<center>X71-3_0_2_1-71-(6-1)-02082022.png</center>-->
  
:e) The '''edits''' described above can be made to the '''Conditional Import Rules''' form regardless of the '''OPC''' mode in which you are working (i.e., '''NEW and UPDATE''')Also, you can access the '''Conditional Import Rules''' form from the '''OPC''' form as many times as needed to accomplish your presentation goal.  '''OPP''' saves the content of the last '''edit''' you make to the '''Conditional Import Rules''' form.
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The '''Data source selection''' form displays the current '''source plan''' that was loaded with Microsoft Excel when you clicked the '''OnePager Express...''' buttonThis form lets you '''Add''' more source Microsoft Excel '''source plans''' to create a multi-project chart or '''Remove''' a '''source plan''' from a multi-file '''source packet'''.  These options are detailed below.
  
:f) When satisfied with the structure of your '''import''' rules, click the '''OK''' button at the bottom of the form to return to the '''OPC''' form.  Now you are ready to create a new project view.
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===Adding a New Source Plan===
  
===Copying an Existing Filter Rule in the Conditional Import Rules Form===
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When you click the '''Add''' button, '''OPX''' gives you the option to access a Windows '''Open''' form when you select the '''BROWSE FILES…''' option as shown here:
  
9) The '''Copy Rule(s)''' button is provided in the '''Conditional Import Rules''' form to facilitate the creation of additional rules.
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<center>[[File:X70-3_0_2_1-70-(7)-07102019.png]]</center>
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<!--<center>X70-3_0_2_1-70-(7)-07102019.png</center>-->
  
:a) To copy an existing rule to create a new rule, first select the rule row from which you wish to copy as shown below:
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Clicking the '''BROWSE FILES…''' option displays a Window’s '''Open''' from which you can select a Microsoft Excel '''source plan''' to add to the '''source packet'''.  A sample '''Open''' form is shown below:
  
<center>[[File:P60-7_18_1_1-60-(9AA)-03032017.png]]</center>
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<center>[[File:X70-3_0_2_1-70-(8)-07102019.png]]</center>
<!--<center>P60-7_18_1_1-60-(9AA)-03032017.png</center>-->
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<!--<center>X70-3_0_2_1-70-(8)-07102019.png</center>-->
  
:b) Once the desired row is selected, clicking the '''Copy Rule(s)''' button copies the contents of the rule selected as indicated by the highlighted left-most cell in the desired rule as shown below:
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When you select a desired Microsoft Excel '''source plan''' and click the '''Open''' button as shown above, '''OPX''' adds the '''source plan''' to the '''source packet''' and displays it in the '''Data source selection''' window as shown below:
  
<center>[[File:P60-7_18_1_1-60-(10AA)-03032017.png]]</center>
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<center>[[File:X70-3_0_2_1-70-(9)-07102019.png]]</center>
<!--<center>P60-7_18_1_1-60-(10AA)-03032017.png</center>-->
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<!--<center>X70-3_0_2_1-70-(9)-07102019.png</center>-->
  
:c) At this point you can '''edit''' the copied row in the manner described previously. When you are finished, the new set of three rule rows can look like this:
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The selected '''source plan''' is added to the '''source packet''' as shown above.  '''OPX''' shows the path name of the '''source plan''' in the window if you hover the mouse over the '''source plan''' name. If you select a recently used '''source plan''' from the dropdown menu displayed with the '''Add''' button is clicked in the '''Data source selection''' form, '''OPX''' adds that '''source plan''' to the '''source packet'''.
  
<center>[[File:P60-7_18_1_1-60-(11AA)-03032017.png]]</center>
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===Removing a Source Plan===
<!--<center>P60-7_18_1_1-60-(11AA)-03032017.png</center>-->
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:d) When satisfied with the structure of your '''import''' rules, click the '''OK''' button at the bottom of the form to return to the '''OPC''' form.  Now you are ready to create a new project view.
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The '''Remove''' button allows you to remove a '''source plan''' from a '''source packet.''' if that '''source plan''' is not needed to create the new chart. To remove a file, first select the file in the '''Data source selection''' form’s window so that it is highlighted in blue then click the '''Remove''' button as shown in the sequence below:
  
===Deleting an Existing Filter Rule in the Conditional Import Rules Form===
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<center>[[File:X70-3_0_2_1-70-(10)-07102019.png]]</center>
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<!--<center>X70-3_0_2_1-70-(10)-07102019.png</center>-->
  
10) There are times when a particular '''Conditional Import Filters''' rule no longer serves your purpose. You can select the rule row to be deleted and click the '''Delete Rule(s)''' button.
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<center>[[File:X70-3_0_2_1-70-(11)-07102019.png]]</center>
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<!--<center>X70-3_0_2_1-70-(11)-07102019.png</center>-->
  
:a) The process for deleting a rule parallels the process for copying a rule row in that the you must select the desired row to '''delete''' by clicking the left-most cell in that rule’s row.
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===Other Choices to Make===
  
:b) Once the selection is made, click the '''Delete Rule(s)''' button and '''OPP''' first shows a warning message asking if you really want to '''delete''' the rule row as shown below:
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Moving on to the other groups of the '''OPC''' form, you are asked to confirm a few things before you build the chart.  '''OPX''' makes good guesses for each of these choices, but you can change any of them:
  
<center>[[File:P60-7_18_1_1-60-(12)-09272016.png]]</center>
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<center>[[File:X71-3_0_2_1-71-(15-2)-02082022.png]]</center>
<!--<center>P60-7_18_1_1-60-(12)-09272016.png</center>-->
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<!--<center>X71-3_0_2_1-71-(15-2)-02082022.png</center>-->
  
:c) If you select the '''No''' option, '''OPP''' abandons the rule deletion operation and the warning message disappears leaving the selected rule row still selected.
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====Starting Template====
  
:d) If you select the '''Yes''' option, '''OPP''' removes the warning message, delete the selected rule row, and leave the '''Conditional Import Rules''' form showing the remaining rule rows, if any.
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The current '''Template Properties''' form determines which fields get imported from Microsoft Excel and how the initial chart looks. '''OPX''' ships with many sample '''Template Properties''' forms, but you can also customize your own '''Template Properties''' form. To choose which '''Template Properties''' form to use in building your chart, click the '''Change…''' button in the top group of the '''OPC''' form.  
  
:e) When satisfied with the structure of your '''import''' rules, click the '''OK''' button at the bottom of the form to return to the '''OPC''' form.
+
<center>[[File:X71-3_0_2_1-71-(15A-1)-02082022.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(15A-1)-02082022.png</center>-->
  
===Switching from Flag Fields to New Conditional Import Filters Rules===
+
For now, just stick with the default '''Template Properties''' form entitled '''Single Project Gantt View – Detailed''', but you can always use a different '''Template Properties''' form to get a different type of chart.
  
11) When you click the '''NEW''' button, the '''OPC''' form appears as shown below.  The process for building a new project view with '''Conditional Import Filters''' is the same with the exception that instead of using '''flag''' fields from your Microsoft Project '''source plan''' you can, instead, invoke the '''Conditional Import Rules''' form from the '''OPC''' form as shown below:
+
====Title of the New Chart====
  
<center>[[File:P60-7_18_1-60-(4BB)-03022017.png]]</center>
+
This is the '''Title''' of the '''graph''' and also the suggested '''save''' name in which it is saved. You can change the '''save''' name when you save it. We recommend that you enter a '''Title''' that helps you identify the chart later on as shown here:
<!--<center>P60-7_18_1-60-(4BB)-03022017.png</center>-->
+
  
:a) In the illustration above, in the '''Task Selection''' section of the form, the '''Select task by custom filter''' radio button is clicked on. This action brings up the '''Conditional Import Rules''' form also shown above.
+
<center>[[File:X71-3_0_2_1-71-(15B-1)-02082022.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(15B-1)-02082022.png</center>-->
 +
 +
For each chart you create, OnePager remembers '''colors, titles, legends, font sizes''', and all other '''graph properties''' so that your work is saved. Later, you can update the chart with a snapshot of how the project looks on a different date. Then you can browse through the snapshots to see how the project is changing over time. '''OPX''' also saves the '''path name''' associated with the '''save''' name ('''.TAM'''). '''Path names''' are not available in '''.TAMs''' produced with version of '''OPX''' prior to version 6.0.
  
:b) At this point you can '''Add Rules''' to the form, '''Copy Rules, Delete Rules,''' or '''edit''' existing rules.
+
====Task Selection====
  
===Switching from Conditional Import Filters Rules to Flag Fields or Selecting all Tasks===
+
This is how you tell '''OPX''' which tasks to import from your Microsoft Excel '''source plan''' as indicated below:
  
12) If you subsequently decide after composing one or more '''Conditional Import Filters''' rules and clicking '''OK''' on the '''Conditional Import Rules''' form that you want to use '''flag''' fields instead, you can revert back to either of the two other '''Task Selection''' options provided in the '''OPC''' form shown above.
+
<center>[[File:X71-3_0_2_1-71-(15C-1)-02082022.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(15C-1)-02082022.png</center>-->
  
:a) To do this, click either of the other two radio buttons to '''Select all tasks''', or '''Select task with ‘Yes’ in field:'''
+
Either click the '''Select all tasks''' radio button to graph everything or choose a '''Flag''' field. You can make several charts from a single Microsoft Excel '''source plan''', each using a different '''Flag''' or '''Number''' field.  In '''OPX''' if no '''Flags''' are set to '''Yes''', '''OPX''' provides the user with a warning message shown below:
  
:b) When you click the '''Select all tasks''' button there is no further action you need to take on the '''OPC'''  form.  
+
<center>[[File:X70-3_0_2_1-70-(15D)-07112019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(15D)-07112019.png</center>-->
  
:c) However, if you click the '''Select tasks with ‘Yes’ in field:''' you can select a '''field''' from your Microsoft Project '''source plan''' as shown below:
+
Clicking the '''Select tasks by custom filter''' button enables the '''Edit filters...''' button.  Clicking the '''Edit filters...''' button takes you to a form that controls the '''Conditional Import Filters''' feature  as shown here:
  
<center>[[File:P60-7_18_1_1-60-(13)-09272016.png]]</center>
+
<center>[[File:X71-3_0_2_1-71-(15E-1)-02082022.png]]</center>
<!--<center>P60-7_18_1_1-60-(13)-09272016.png</center>-->
+
<!--<center>X71-3_0_2_1-71-(15E-1)-02082022.png</center>-->  
  
:d) In these circumstances where you’ve switched from using '''Conditional Import Filters''' rules to either '''selecting all tasks''', or '''selecting tasks using a flag field''', '''OPP''' discards any '''Conditional Import Filters''' rules associated with the project view.
+
For more detailed information, please see the article at: [[Conditional Import for Version 7.1 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-71
  
===Adding, Editing, Copying, and Deleting Conditional Import Filters Rules===
+
====Snapshot Date====
  
13) Managing '''Conditional Import Filters''' rules was discussed in previous sub-sections in this article.  Please follow the reference links provided below for details on adding, '''editing''', copying, and deleting of '''Conditional Import Filters''' rules:  
+
This is the date of the report and lets you keep track of how schedules change over time. The snapshot date is set by default as the current date taken from your computer. You can change the snapshot date by clicking on the dropdown button at the window shown in the illustration below:
  
:a) '''Adding a new rule''':  [[Conditional Import for OnePager Pro Add-in for Version 6.1#Adding a Filter Rule to the Conditional Import Rules Form | Adding a Filter Rule to the Conditional Import Rules Form]].
+
<center>[[File:X71-3_0_2_1-71-(15F-1)-02082022.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(15F-1)-02082022.png</center>-->
  
:b) '''Editing an existing rule''': [[Conditional Import for OnePager Pro Add-in for Version 6.1#Editing an Existing Filter Rule in the Conditional Import Rules Form | Editing an Existing Filter Rule in the Conditional Import Rules Form]].
+
Making a calendar date selection as shown above establishes the '''snapshot date''' for the chart and the '''snapshot''' being created. Each chart can have many snapshots. Snapshots and their management are important topics.  Snapshots are the basis of how OnePager Express helps you track the progress of your project.
  
:c) '''Copying a rule''':  [[Conditional Import for OnePager Pro Add-in for Version 6.1#Copying an Existing Filter Rule in the Conditional Import Rules Form | Copying an Existing Filter Rule in the Conditional Import Rules Form]].
+
For more information, please see the articles at:  [[Managing Chart Data for Version 7.1 | Managing Chart Data (Portal)]] 23.0.1-71
  
:d) '''Deleting a rule''':  [[Conditional Import for OnePager Pro Add-in for Version 6.1#Deleting an Existing Filter Rule in the Conditional Import Rules Form | Deleting an Existing Filter Rule in the Conditional Import Rules Form]].
+
====Show Field Mappings====
  
==A Simple Example Using Conditional Import==
+
The '''Show field mappings''' checkbox near the bottom of the form. When this box is checked you have a chance to review and change the Microsoft Excel '''field mappings''' to '''OPX''' before you make your first chart.  To do this, click the '''Next&gt;''' button.    You see the following screen:
  
1) In this section and the one to follow, we’ll provide a couple of examples of a workflow that you might find most useful. First we’ll provide a simple example and then extend it to a more advance use of the workflow.
+
<center>[[File:X70-3_0_2_2-70-(15AA)-07162019.png]]</center>
 +
<!--<center>X70-3_0_2_2-70-(15AA)-07162019.png</center>-->
  
===Setup===
+
Notice in the graphic above that '''OPX''' has relied on the current '''Template Properties''' form to make some guesses on what Microsoft Excel fields should be used in making the graph.    You can easily change any of these '''field mappings''' by making selections from the dropdown menus.  For example, we show below how to change the '''Color''':
  
2) Suppose you have a situation where you want to focus the attention of your audience on a particular set of tasks that have the following attributes:
+
<center>[[File:X70-3_0_2_1-70-(15H)-07112019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(15H)-07112019.png</center>-->
  
:a) Where tasks/milestones '''start''' on or after October 1, 2015 but no later than December 31, 2015. 
+
===Making the Graph===
  
:b) Where swimlanes represent the '''Phases''' of the project
+
Once you are satisfied with the '''field mappings''', click on '''Create new chart''' button to import your selected Microsoft Excel '''source plan''' data and create a chart.  After a few second you see a screen that looks like this:
  
:c) Where the two '''text columns''' represent the '''Start Dates''' and the '''Finish Dates''' of each displayed task respectively.
+
<center>[[File:X70-3_0_2_1-70-(17)-07112019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(17)-07112019.png</center>-->
  
:d) And where the '''Legend''' is organized by '''Resource Name'''.
+
Note that each task or milestone was '''color''' coded based on the value in the '''Category''' field.  The '''Legend''' contains an optional diagram near the bottom, explaining that the bars inside the Gantt bars represent percent complete extracted from Microsoft Excel.    '''Percent complete''' comes from a Microsoft Excel field that you specified in the '''field mapping''' form.  Note that the current '''Template Properties''' form is the '''Template''' used by OnePager Express to create the first chart and determines how your data looks in the new chart. The '''Template Properties''' form’s '''Task Bars''' tab showing where the '''color''' control is located is shown below:
  
3) Let’s further suppose that we are going to use the '''BlueGrass Project 2J-303-PMO''' Microsoft Project '''source plan''' as input to OnePager Pro and we want to use the '''Single Project View Gantt View – Detailed Template'''.
+
<center>[[File:X71-3_0_2_1-71-(18-1)-03112022.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(18-1)-03112022.png</center>-->
  
4) To begin with, the '''source plan''' looks like this:
+
===Copying the Chart to Microsoft PowerPoint===
  
<center>[[File:P60-7_18_1_1-60-(14-1)-05092017.png]]</center>
+
OnePager provides access to the Windows clipboard so you can '''copy''' the chart and '''paste''' it into another application. To copy the current snapshot to the clipboard click the '''Copy''' button on the '''Home''' ribbon as shown below:
<!--<center>P60-7_18_1_1-60-(14-1)-05092017.png</center>-->
+
  
5) The '''Main''' tab of the '''Template''' used for this example looks like this:
+
<center>[[File:X70-3_0_2_1-70-(32A)-07112019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(32A)-07112019.png</center>-->
  
<center>[[File:P60-7_18_1_1-60-(15-1)-05092017.png]]</center>
+
Then launch Microsoft PowerPoint and paste the clipboard copy of the chart into a Microsoft PowerPoint slide, as shown below:
<!--<center>P60-7_18_1_1-60-(15-1)-05092017.png</center>-->
+
  
6) If we launched OnePager Pro with the above '''Template''' the tasks and milestones included in the project view would be those associated with '''Yes''' in the '''Flag20''' field in the '''source plan''' above. This is not what we want so we first have to change the task and milestone selection criteria using the '''Conditional Import Filters''' feature as we’ll show next.
+
<center>[[File:X61-3_0_2_1-61-(32)-5032018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(32)-5032018.png</center>-->
  
===Changing the Task and Milestone Selection Criteria===
+
That’s it! You created a professional 1-page schedule summary from a complex Microsoft Excel schedule and copied it into a Microsoft PowerPoint presentation. 
  
7) With the conditions established in the sub-section above, let’s go ahead and launch OnePager Pro from the Microsoft Project tool bar which accesses the '''OnePager Start''' form as shown below:
+
You can also print the chart by selecting the '''Print''' button on the '''File''' tab.  OnePager has other features that let you move tasks vertically to different '''rows and swimlanes''', change the number of swimlanes, add swimlane titles, show dependencies among tasks, change task colors, hide tasks, add floating comment boxes, and standardize on graph styles across organizations. 
  
<center>[[File:P60-7_18_1_1-60-(16-1)-05092017.png]]</center>
+
To learn more about these features, read about the specific workflows in this Wiki at [[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71 and [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.1 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-71
<!--<center>P60-7_18_1_1-60-(16-1)-05092017.png</center>-->
+
  
8) Next, we’ll click the '''NEW''' button which accesses the '''OnePager Choices '''('''OPC''') form shown here:
+
==Opening a Chart==
  
<center>[[File:P60-7_18_1_1-60-(17-1)-05092017.png]]</center>
+
The right-most button on the '''OPC''' form is the '''OPEN''' button. Clicking the '''OPEN''' button displays a dropdown menu which happens to be the same for the '''UPDATE''' buttons. The options in the dropdown are discussed below:
<!--<center>P60-7_18_1_1-60-(17-1)-05092017.png</center>-->
+
  
9) We’ve gone ahead and confirmed that we have the correct '''source plan''' and we’ve filled in the '''Title of New Project View'''. We see that the '''Task Selection '''criteria are based on the contents of the '''Flag20 '''field, and we don’t want this field to be used. We have two ways to invoke the '''Conditional Import Filters''' feature and we’ll explain each below:
+
<center>[[File:X71-3_0_2_1-71-(18A)-10252021.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(18A)-10252021.png</center>-->
  
===Using the OnePager Choices Form to Create Conditional Import Filters===
+
Clicking the '''BROWSE FILES...''' option accesses a Windows '''Open''' form from which you can select a '''.TAM''' that you want to open.  Selecting the desired '''.TAM''' causes '''OPX''' to display the selected chart in the '''Chart Editor'''.  From this position, you can '''edit''' the chart, '''save it''', or '''share it''' with others. Clicking any of the '''RECENT chart ''' items the dropdown menu above causes '''OPX''' to load the associated '''.TAM''' into the '''Chart Editor''' where you can '''edit''' the chart, '''save it''', or '''share it''' with others.
  
10) For this first technique, click on the '''Select tasks by custom filter''' radio button, which brings up the '''Conditional Import Rules''' form as shown below:
+
==Replacing A Snapshot - Updating a Chart with Changes Made to the Microsoft Excel Source Plan's Data==
  
<center>[[File:P60-7_18_1_1-60-(18-1)-05092017.png]]</center>
+
Suppose after examining the chart you created and '''saved''', you realize that it might be best to show more task bars. This, you think, would greatly improve the schedule presentation. Updating the chart at this point is a simple matter.  Recall that '''OPX''' is active and the '''Chart Editor''' is displaying the current chart you want to update.  Additionally, the Microsoft Excel '''source plan''' and the application are active.  The original chart looked like this:
<!--<center>P60-7_18_1_1-60-(18-1)-05092017.png</center>-->
+
  
11) Next, we’ll enter the two '''Conditional Import Filters''' we specified in the previous subsection and make sure the '''All of the following are true''' radio button is selected so the '''Conditional Import Rules''' form looks like this when we are done:
+
<center>[[File:X61-3_0_2_1-61-(18B)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(18B)-5022018.png</center>-->
  
<center>[[File:P60-7_18_1_1-60-(19-1)-05092017.png]]</center>
+
Since Microsoft Excel is still an active program and the Microsoft Excel '''source plan''' you are using is still being displayed, go back to the Microsoft Excel application and change the '''Show It''' field setting for the rows you want to now display from '''No''' to '''Yes''' for the rows you want to now display.  As section of the Microsoft Excel '''source plan''' where this is done is shown below:
<!--<center>P60-7_18_1_1-60-(19-1)-05092017.png</center>-->
+
  
12) From here we could go ahead and click the '''OK''' button on the '''Conditional Import Rules''' form and, once back at the '''OPC''' form, go ahead and create the project view. However, before we do that we want to show the alternative way to enter '''Conditional Import Filters '''rules.
+
<center>[[File:X61-3_0_2_1-61-(18C)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(18C)-5022018.png</center>-->
  
===Using the Template to Create Conditional Import Filters===
+
Once you’ve made the '''Show It'''  field changes lines 7 through 15 in the Microsoft Excel the '''source plan''' looks like this:
  
13) To illustrate this second technique let’s roll back to the '''OPC '''form we saw above and notice that the checkbox labeled '''Show field mappings''' is checked and the button below the checkbox is called '''Next&gt;'''. Now click the '''Next&gt;''' button which takes you to the second page of the '''OPC''' form which looks like this:
+
<center>[[File:X61-3_0_2_1-61-(18D)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(18D)-5022018.png</center>-->
  
<center>[[File:P60-7_18_1_1-60-(20-1)-05092017.png]]</center>
+
With the Microsoft Excel '''source plan''' updated, go back to '''OPX''' and navigate to the '''Data''' tab on the ribbon where there are several buttons.  To '''update''' your chart to now show the additional rows from your Microsoft Excel '''source plan''' click the '''Replace Snapshot''' button as shown below:
<!--<center>P60-7_18_1_1-60-(20-1)-05092017.png</center>-->
+
  
14) Next, click the '''Edit current template…''' button which accesses the current '''Template''' as shown below. Then, navigate to the '''Main''' tab as we have done here and note the button titled '''Add/edit conditional import filter…''':
+
<center>[[File:X70-3_0_2_1-70-(17C)-07112019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(17C)-07112019.png</center>-->
  
<center>[[File:P60-7_18_1_1-60-(21-1)-05092017.png]]</center>
+
When you click the '''Replace Snapshot''' button, '''OPX'''  goes back to the associated Microsoft Excel '''source plan''' that you just changed, imports all the rows that changed, and update your chart. At the conclusion of the operation, the updated chart looks like this:
<!--<center>P60-7_18_1_1-60-(21-1)-05092017.png</center>-->
+
  
15) When the '''Add/edit conditional import filter…''' button is clicked, the '''Conditional Import Rules ''' form appears and you can enter the two rules we specified in for this example as we’ve shown below:
+
<center>[[File:X61-3_0_2_1-61-(18E)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(18E)-5022018.png</center>-->
  
<center>[[File:P60-7_18_1_1-60-(22-1)-05092017.png]]</center>
+
The example above is just one of many uses of the '''Data''' tab’s '''Replace Snapshot''' button when you need to update a chart.  You can do this as many times as necessary until the chart is the way you need it. In addition to adding and removing rows by changing the '''Show It''' field, you can change '''source plan''' task '''Start Dates''', '''Finish Dates''', or '''Resource Names''' and display these data changes in the chart.  Using the procedure above you can do this very efficiently.  You can now '''save''' the chart by giving it a '''save''' name.  When you '''save''' the chart in '''OPX''', OnePager saves the '''.TAM''' and saves the Microsoft Excel '''source plan name''' and '''path''' information.  This is useful when you want to further update the chart or when you want to add a snapshot later on. In the examples below it is assumes that the chart is saved as '''BlueGrass Project Report - Express'''.
<!--<center>P60-7_18_1_1-60-(22-1)-05092017.png</center>-->
+
  
===Creating the Project View===
+
==Adding a Snapshot - Adding to the Chart with Changes Made to the Microsoft Excel Source Plan's Data==
  
16) After entering the two '''Conditional Import Filters '''rules, as shown above, click the '''OK '''button on the '''Conditional Import Rules''' form and then the '''Save and''' '''Use '''button at the bottom of the '''Template''' form.
+
The power of '''OPX''' is illustrated when, after a period of progress on the project, it is time to produce another chart.  OnePager produces your next snapshot with the same look and feel as the original.  Assuming that the Microsoft Excel '''source plan''' was updated with '''actual start and finish, percent complete''', and other relevant data during the reporting interval, '''OPX''' can easily generate a new snapshot.  Suppose we have the following chart created on 11/1/2018 and we want to create another graph from the updated Microsoft Project '''source plan''' on 12/1/2018.
  
17) These actions access the second page of the '''OPC''' form, shown earlier; where you can click the '''Create new project view''' button and OnePager Pro creates the project view as shown here:
+
<center>[[File:X61-3_0_2_1-61-(18F)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(18F)-5022018.png</center>-->
  
<center>[[File:P60-7_18_1_1-60-(23-1)-05092017.png]]</center>
+
Before creating a new snapshot for 12/1/2018 as planned, we need to update the Microsoft Excel '''source plan''' say by updating the '''Percent Complete''' for the following tasks to the percentage indicated:
<!--<center>P60-7_18_1_1-60-(23-1)-05092017.png</center>-->
+
  
===Editing the Project View===
+
:* Eng. Team 1 Dev. - 100%
 +
:* Internal Perf. Test - 10%
 +
:* Create MERLIN System - 100%
 +
:* Create ADONIS System - 25%
  
18) Finally, we need to add the two '''text columns''' specified to show '''Start and Finish''' dates.
+
When the '''source plan''' is updated with this revised information we can proceed. Launch '''OPX''' either from Microsoft Excel or from the '''Standalone icon''' and click the '''UPDATE''' button on the '''OnePager Express Start''' form. Doing so accesses the following '''OnePager choices''' ('''OPC''') form:
  
19) This final requirement is implemented by using the '''Text Column''' feature '''(insert link here)'''. When these actions are taken the project view looks like this:
+
<center>[[File:X71-3_0_2_1-71-(18G-1)-02082022.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(18G-1)-02082022.png</center>-->
  
<center>[[File:P60-7_18_1_1-60-(24-1)-05092017.png]]</center>
+
In the '''OPC''' form above we selected the '''NEW snapshot at date:''' as shown. You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time.  To see which snapshot dates already exist, just position your mouse over the '''NEW snapshot-date:''' window to see a list of the existing dates.  
<!--<center>P60-7_18_1_1-60-(24-1)-05092017.png</center>-->
+
  
==An Advanced Example Using Conditional Import==
+
<center>[[File:X71-3_0_2_1-71-(18H-1)-02082022.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(18H-1)-02082022.png</center>-->
  
1) The advanced workflow example presented in this section on '''Conditional Import Filters''' rules is a continuation of the example in the previous section.
+
You can  use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:
  
2) If you haven’t read or reviewed the simple example, we suggest that you do so before reading on in this section.
+
<center>[[File:X71-3_0_2_1-71-(18I-1)-02082022.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(18I-1)-02082022.png</center>-->
  
===Continuation of Simple Example===
+
Un-check the '''Show field mappings''' checkbox '''OFF''' if you want to use the same '''field mappings''' as you used before.    The bottom of the screen now looks like this:
  
3) What we intend to show you in this section is how to proceed from the creation of the project view in the previous section through successive '''edits''' and '''replacements''' to get to a project view that is perfect for a specific schedule conversation.
+
<center>[[File:P60-3_0_1-60-(26)-01252017.png]]</center>
 +
<!--<center>P60-3_0_1-60-(26)-01252017.png</center>-->
  
4) To set the stage, let’s establish some further guidance for the final visual presentation:
+
Pressing the large '''New''' button creates a new snapshot for the chart.  The chart opens at the new snapshot.    The '''color''', '''fonts''', '''title''', and '''swimlane''' assignments are consistent between the two snapshots:
  
:a) It needs to be very focused on the apparent trouble spot; say with the '''Prime '''contractor just for example.
+
<center>[[File:X61-3_0_2_1-61-(22)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(22)-5022018.png</center>-->
  
:b) There needs be as few tasks as possible so as to keep the audience’s focus on the real project management issue.
+
You can go back and forth between the two snapshots by using the '''snapshot forward/backward''' buttons on the '''View''' tab as shown below:
  
:c) The presentation of the schedule issues needs be on one page.  
+
<center>[[File:X70-3_0_2_1-70-(23)-07122019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(23)-07122019.png</center>-->
  
5) Given the above guidance, we need to restructure the project view from the previous section.  Of course, we want to do this in the most efficient way so that it what we describes in the next sub-section.
+
==Editing the Chart==
  
===Using Conditional Import Filters to Update a Project View through Replacement===
+
===Editing Text Label Font Sizes===
  
6)  Looking back at the project view from the previous sub-section, we see that it contains tasks from all the '''Resources''' available during the time interval we specified in the original set of '''Conditional- Import '''rules.  Our guidance says that we want to focus more on the '''Prime '''contractor. So, we’ll use the '''Conditional Import Filters''' feature to refine our '''import criteria''' and '''replace '''the project view with tasks/milestones that meet the '''Start''' criteria and the '''Resource-Names''' criteria we need.
+
You can '''edit''' the '''font sizes''' and '''text positions''' on task bars to optimize readability. To do this, hold down the left mouse button and '''drag''' a selection box ('''Lasso''') that encloses many tasks/milestones at once:
  
7) To modify the '''Conditional Import Filters '''rules do the following steps:
+
<center>[[File:X61-3_0_2_1-61-(24)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(24)-5022018.png</center>-->
  
:a) First we go to the project view and bring up the '''PVP''' form at the '''Main '''tab.
+
When you release the mouse, the enclosed tasks/milestones are all be '''selected''':
  
:b) Next, we click the '''Add/edit conditional import filter…''' button to bring up the '''Conditional Import Rules '''form.
+
<center>[[File:X61-3_0_2_1-61-(25)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(25)-5022018.png</center>-->
  
:c) Then, we use the '''Add Rule''' button to make a row for the third rule and compose the third rule to specify '''Resource Names''' in the '''Field''' column, an '''equal '''sign in the '''Operator '''column, and the word '''Prime '''in the '''Value''' column.
+
Click the '''Increase Font Size''' button on the tool bar shown below:
  
:d) When you are done adding the new (third) rule, the forms looks like this:
+
<center>[[File:X70-3_0_2_1-70-(26)-07122019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(26)-07122019.png</center>-->
  
<center>[[File:P60-7_18_1_1-60-(25-1)-05092017.png]]</center>
+
The chart now looks something like this:
<!--<center>P60-7_18_1_1-60-(25-1)-05092017.png</center>-->
+
  
8) Now do the following steps:
+
<center>[[File:X61-3_0_2_1-61-(27)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(27)-5022018.png</center>-->
  
:a) Click the '''OK''' button on the '''Conditional Import Rules''' form.  This closes the form and take you back to the '''PVP''' form’s '''Main''' tab.
+
Repeating this operation for the remaining tasks/milestones (we could have done '''Select All''' and done it all at once!), we obtain a chart with larger '''fonts''' on all the tasks/milestones:
  
:b) Here, click the '''Apply''' button only. This applies the change to the project view but keep the '''PVP’s Main''' tab open.
+
<center>[[File:X70-3_0_2_1-70-(28)-07122019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(28)-07122019.png</center>-->
  
:c) Before doing anything else, go to the '''Project View Editor’s '''('''PVE''') tool bar and select the '''Data''' tab.  When you are finished with these steps, the '''PVE''' and the '''PVP Main''' tab looks like this:
+
===Editing Text Label Positions===
  
<center>[[File:P60-7_18_1_1-60-(26-1AA)-05092017.png]]</center>
+
Another common '''editing''' action is to move the task bar '''text label''' from their current positions to positions elsewhere around or on the task bar. To do this, click the '''text label''' to select it and then click the '''Label Position''' button on the tool bar. This action accesses the '''Label Position''' dropdown list where you can select one of the '''text-positioning''' buttons as shown here:
<!--<center>P60-7_18_1_1-60-(26-1AA)-05092017.png</center>-->
+
  
9) The '''last''' step in this workflow is to click the '''Replace Snapshot''' button which is the left-most button on the '''Data '''tab tool bar. This is the action that tells OnePager Pro to update the project view by re-importing the source data with task selection controlled by the three rules now active in the '''Conditional Import Rules''' form.
+
<center>[[File:X70-3_0_2_1-70-(29-1)-09082020.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(29-1)-09082020.png</center>-->
  
10) When the OnePager Pro '''replace''' process completes, the project view is honed to not only restrict the start dates but also to restrict the Resource Names in the chart, like this:
+
At this point, as an example, click the '''Left''' option in the dropdown and the selected '''text label''' is moved to the left side of the task bar as shown here:
  
<center>[[File:P60-7_18_1_1-60-(27-1)-05092017.png]]</center>
+
<center>[[File:X70-3_0_2_1-70-(29A)-07122019.png]]</center>
<!--<center>P60-7_18_1_1-60-(27-1)-05092017.png</center>-->
+
<!--<center>X70-3_0_2_1-70-(29A)-07122019.png</center>-->
  
===Summary of First Project View Replacement Iteration===
+
In case you change your mind about the '''last editing action''' you took, you can '''UNDO''' the '''last editing action''' by clicking the '''UNDO''' button above the OnePager tool bar.  Successive clicking the '''UNDO''' button undoes editing actions in the reverse order that they were applied.
  
11) To summarize what we’ve done we’ve accomplished the following:
+
<center>[[File:X70-3_0_2_1-70-(31)-07122019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(31)-07122019.png</center>-->
  
:a) Used the original project view in conjunction with the '''Conditional Import Rules''' form to specify an additional rule that further narrows the tasks in the chart.
+
Save the '''edited''' chart by pressing the '''Save''' button above the tool bar next to the '''UNDO''' button.  All of the '''font size''' changes, '''text-position edits''', and the new '''Legend''' position are now '''saved''' in case you need to update this chart with new data at a later time.
  
:b) Used the '''Replace Snapshot''' button to tell OnePager Pro display only this refined set of tasks.
+
===Editing Other Chart Contents===
  
===Second Project View Replacement Iteration===
+
The examples above are just samples of '''Chart Editor''' capabilities provided for '''editing''' within the chart.  Making other '''edits''' to task bars/milestone symbols and '''text labels''' are covered in more detail in this article:  [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-70
  
12) The project view we created above still isn’t quite ready for our schedule conversation.  Looking at it closely, we probably don’t need to focus on any tasks/milestones that the '''Prime''' contractor has completed. So, in this next iteration let’s modify our '''Conditional Import Filters''' to just bring in those tasks/milestones that are less than '''100 percent complete'''.
+
Additionally, you can add task bar/milestone symbol information related to each task bar such as '''baseline data''', '''percent complete information''', and '''critical path information'''. You can add '''comment boxes''' to task bars, '''free floating comment boxes in the chart''', vertical '''curtains''', and '''background images'''. And you can change the chart's '''Start/End Dates''', add or hide the '''Legend''', and add '''time axes''' at the top, bottom, and within the '''graph'''. Further, you are able to '''edit''' task bar/milestone symbol '''shapes''', you have at your disposal controls for '''editing''' '''rows/swimlanes''', '''headers and footers''' in the chart, '''background colors''', and other text information shown in the '''graph'''.
  
13) We’ll use the same sequence of steps that were used in the first '''replacement iteration''' we described above.
+
These capabilities and the articles that provide the detailed information on how to use them can be found in the set of article links at: [[OnePager Version 7.2#Ways to Make Changes to Your Chart | Ways to Make Changes to Your Chart]] 0.04-72
  
:a) In the open '''PVP''' form, click the button to bring up the '''Conditional Import Rules''' form and add a fourth rule restricting to tasks/milestones that are '''less than 100 percent complete'''.  The form looks like this when we are done adding the rule:
+
==Enhanced Editing Capabilities Provided in OnePager Express==
  
<center>[[File:P60-7_18_1_1-60-(28-1)-05092017.png]]</center>
+
===Multiple Swimlane Levels===
<!--<center>P60-7_18_1_1-60-(28-1)-05092017.png</center>-->
+
  
:b) With the above rule added, click the '''OK '''button in the '''Conditional Import Rules''' form and after it closes, click the '''Apply '''button on the bottom of the '''PVP '''form’s '''Main''' tab.
+
Previous versions of OnePager Pro and Express supported one level of '''swimlanes''' which allowed you to group '''rows''' together based on a particular '''source plan''' data field and its values. OnePager Pro and Express now supports '''three  swimlane levels''' which can be '''nested''' inside one another to better display a hierarchy relationship for a Program, it’s Projects, and their Phases as shown here:
  
:c) The appearance of the '''PVE '''is like this:
+
<center>[[File:P70-0_4-70-(20)-03102020.png]]</center>
 +
<!--<center>P70-0_4-70-(20)-03102020.png</center>-->
  
<center>[[File:P60-7_18_1_1-60-(29-1)-05092017.png]]</center>
+
In the illustration above, the '''first swimlane level''' is “Program” and under it as the '''second swimlane level''' are its “Projects”.   The '''third swimlane level''' under each “Project” are “Phases” and the '''rows''' within each '''Phase''' show the '''task bars''' at their appropriate '''start/end dates'''. Definition and '''editing''' of these '''multiple swimlane levels''' is accomplished in the '''Template Properties''' and '''Chart Properties '''form’s '''Rows/Swimlanes '''tab that is modified to provide all the controls necessary to manage these '''multiple swimlane levels''' in the chart.  The '''Rows/Swimlanes '''tab  of the OnePager Express '''Chart Properties '''form is shown below:
<!--<center>P60-7_18_1_1-60-(29-1)-05092017.png</center>-->
+
  
:d) The last step is to click the '''Replace Snapshot''' button on the OnePager Pro '''Data''' tab tool bar. OnePager performs the '''snapshot replacement''' and the project view looks like this:
+
<center>[[File:X71-3_0_2-71-(21)-10082021.png]]</center>
 +
<center>X71-3_0_2-71-(21)-10082021.png</center>-->
  
<center>[[File:P60-7_18_1_1-60-(30-1)-05092017.png]]</center>
+
In addition to adding '''multiple swimlane levels''', the tab shown above is simplified by reorganizing the controls associated with '''Rows''' and '''Text Columns'''. '''Sorting''' controls for '''rows''' and '''swimlanes''' are in separate sub-control groups as shown above. There is a '''Row Borders Formatting… '''button in the '''Rows '''control group with the controls for defining and '''global editing''' of '''row borders''' and access buttons for '''Swimlane Formatting… '''and '''Text Column Formatting…'''  The controls shown above for the '''Chart Properties '''form are also found in the distributed '''Template Properties '''form’s '''Rows/Swimlanes''' tab. More detailed introductory information on the new '''Multiple Swimlane Levels''' feature can be found at these links:
<!--<center>P60-7_18_1_1-60-(30-1)-05092017.png</center>-->
+
  
===Summary of Second Project View Replacement Iteration===
+
<center>
 +
{| class="wikitable"
 +
| [[Using Rows and Swimlanes for OnePager Version 7.1 | Using Rows and Swimlanes]] 4.0.1.5-71
 +
|-
 +
| [[Creating and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-71
 +
|}
 +
</center>
  
14) The project view in the illustration above now meets all the Start, Resource Name, and %Complete  criteria to support the schedule conversation.
+
===Displaying Data-Driven Task Links===
  
15) This was all done by an iterative workflow that couples updates to the '''Conditional Import Rules''' with the '''Replace Snapshot '''button on the OnePager Pro tool bar’s '''Data''' tab.
+
OnePager Express is enhanced to assist you with displaying '''Task Link''' '''dependencies''' from the Microsoft Excel '''source plan''' data you provide.  Typically, this feature is turned '''OFF''' in all '''Template Properties''' forms distributed with OnePager.  However, the feature can be turned '''ON''' either before or after the creation of a chart. To turn the '''Data-Driven Task Link''' feature '''ON''' prior to creating a chart, go to the '''Template Properties''' form you plan to uses and click on the '''Task Links''' tab and then click the '''Import predecessors''' checkbox '''ON''' in the '''Data-Driven Task Links''' control group as shown below:
  
16) All that needs to be done now is to copy the project view into the media to be used for the schedule conversation.
+
<center>[[File:X71-3_0_2_1-71-(38-1)-10252021.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(38-1)-10252021.png</center>-->
  
===Some Additional Comments on this Workflow===
+
In the '''Template Task Link''' tab above there are two additional controls that need to be set to tell OnePager Express which data field you are using to express task '''dependencies''' in the form of '''predecessors''' and which '''dependency format''' you are using either (1) Microsoft Project or (2) Oracle Primavera.  These controls are in the form of dropdown menus as shown for the '''dependency format''' selector below:
  
17) It’s important to remember for this workflow that you always want to '''REPLACE''' the single''' '''snapshot in the project view. We advise against '''ADDING''' a snapshot as you refine your rules because this can result in empty rows for tasks that were present under a previous set of rules but are now absent.
+
<center>[[File:X71-3_0_2_1-71-(38A-1)-04012022.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(38A-1)-04012022.png</center>-->
  
18) If you want to begin the workflow by '''OPENING''' a previously-created project view, it is essential, as mentioned above, that there is a clear and viable path from the project view to its source plan(s).   You can confirm this and fix any problems by clicking the '''Selected Files''' button on the '''Data''' tab.
+
With the '''Import predecessors''' checkbox checked '''ON''' and the '''dependency''' data field and '''dependency format''' selections made in the '''Template Properties''' form, the chart first created looks like this:
 +
 
 +
<center>[[File:X70-3_0_2_1-70-(39)-07122019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(39)-07122019.png</center>-->
 +
 
 +
To turn the '''Data-Driven Task Link''' feature '''ON''' after the chart is created, go to the '''Chart Properties''' form's '''Task Links''' tab and then click the '''Import predecessors''' checkbox '''ON''' in the '''Data-Driven Task Links''' control group as shown below:
 +
 
 +
<center>[[File:X71-3_0_2_1-71-(40)-10252021.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(40)-10252021.png</center>-->
 +
 
 +
Once imported, '''Data-Driven Task Links''' can be '''shown''' or '''hidden''' and can be edited globally using the '''Template Properties or Chart Properties''' forms as shown above or individually using a '''task link''' right-click '''context menu'''. OnePager Express continues to support manual '''Task Links''' which in previous OnePager Express versions were called '''Event Links'''. The OnePager '''Data-Driven Task Links''' feature is flexible and powerful. 
 +
 
 +
More details are provided in the series of articles at:  [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.1 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-71
 +
 
 +
===Editing the Time Axis===
 +
 
 +
OnePager Express is also enhanced with new capabilities and feature so you can '''edit''' the '''time axis''' and configure it to focus on specific time periods of interest in your project schedule presentation. As an example of the enhancements made to the '''time axis''' is the addition of the '''time axis cell stretch''' feature where you can lengthen the horizontal extend of any '''time axis cell''' so as to provide more space to focus on details within that time period.  An example of a stretched '''lower level time axis cell''' is shown below:
 +
 
 +
<center>[[File:X70-3_0_2_1-70-(41)-07122019.png]]</center>
 +
<!--<center>PX0-3_0_2_1-70-(41)-07122019.png</center>-->
 +
 
 +
For additional detailed information on the '''editing''' of '''time axis cells''' and other related capabilities please see this article:  [[Modifying the Time Axis for Version 7.1 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-71-->
  
 
==Related Links==
 
==Related Links==
  
[[Basic Workflows for Version 6.1 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-61-->
+
[https://www.onepager.com/support/video_tutorials/onepager_71.html What's New with OnePager Release 7.1? Video] <!--Update to 7.2 when new video is available-->
  
[[Conditional Formatting for Version 6.1 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-61-->
+
[https://www.onepager.com/support/faq.php?id=77 OnePager Doesn't Launch when the Standalone Icon is Clicked]
  
[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-61-->
+
[http://www.onepager.com/about/contact_us.php Contact OnePager Support]
  
[[OnePager Express Import of Data from Microsoft Excel for Version 6.1 | OnePager Express Import of Data from Microsoft Excel]] <!--4.0.1.4-61-->
+
[[What's New with OnePager Release 7.2?]] 0.4-72
  
[[Understanding Project Views and Snapshots for OnePager Pro for Version 6.1 | Understanding Project Views and Snapshots for OnePager Pro]] <!--4.0.1.1-61-->
+
[[Using Rows and Swimlanes for OnePager Version 7.1 | Using Rows and Swimlanes]] 4.0.1.5-71
  
[[Understanding Project Views and Snapshots for OnePager Express for Version 6.1 | Understanding Project Views and Snapshots for OnePager Express]] <!--4.0.1.2-61-->
+
[[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71
  
(7.18.1.1-61)
+
[[Conditional Import for Version 7.1 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-71
  
[[Category:Version 6.1]]
+
[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.1 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-71
 +
 
 +
[[Creating and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-71
 +
 
 +
[[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.1 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-71
 +
 
 +
[[Modifying the Time Axis for Version 7.1 (Portal) | Modifying the Time Axis (Portal)]] 22.0.1-71
 +
 
 +
[[Managing Chart Data for Version 7.1 | Managing Chart Data (Portal)]] 23.0.1-71
 +
 
 +
[[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
 +
 
 +
(3.0.2-72)
 +
 
 +
[[Category:Version 7.2]]
 +
[[Category:Getting Started with Version 7.2]]
 
[[Category:Add-in]]
 
[[Category:Add-in]]
[[Category:Basic Workflows]]
+
[[Category:Standalone]]
[[Category:Conditional Import Filters]]
+
[[Category:Launching From Microsoft Excel]]
[[Category:Importing]]
+
[[Category:OnePager Choices Form]]
[[Category:Project Views]]
+
[[Category:Editing the Project View]]
+
[[Category:OnePager - Tool Bar]]
+
[[Category:Basic Workflows]]‏‎
+
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
[[Category:Task/Milestone Editing]]
+
[[Category:Charts]]
[[Category:Conditional Formatting]]
+
[[Category:Templates]]
[[Category:Getting Started with Version 6.1‏‎]]
+
[[Category:Editing the Chart]]
[[Category:Integrated Master Schedules]]
+
[[Category:Sharing Output]]
[[Category:Enterprise Custom Fields]]
+
[[Category:Task Links]]
[[Category:OnePager Pro]]
+
[[Category:Time Axis]]
 +
[[Category:Multiple Swimlane Levels]]
 +
[[Category:OnePager - Tool Bar]]
 +
[[Category:Help]]
 +
[[Category:OnePager Express]]
 +
[[Category:OnePager Bundle]]

Revision as of 17:41, 30 May 2022

Introduction

This Getting Started article provides instruction to new OnePager users on OnePager Express where source plans are imported from Microsoft Excel either using the Add-in edition or Standalone edition of OnePager Express.

Message for OnePager Bundle Users

Because our new product OnePager Bundle supports the creation of Gantt Charts from Microsoft Excel, from its Add-in and Standalone editions, this article is used to provide that same instruction to new users getting started with OnePager Bundle.

For OnePager Bundle users coming to this article, the only difference you will see in the following article's sections and sub-section, is that examples and illustrations are based upon OnePager Excel. All functions and features described herein for OnePager Express apply consistently for OnePager Bundle. So whenever OnePager Express is mentioned below, OnePager Bundle users should consider the statement in the context of OnePager Bundle.

Add-in Versus Standalone for First Time Users

The Overview sub-section contains two sub-sections where the first describes Launching OnePager Express Add-in for the First Time 3.0.2-72 The second subsection describes Launching OnePager Express Standalone for the First Time 3.0.2-72 We recommend reviewing the entire Overview sub-section before proceeding further.

Overview

As with previous version of OnePager Express (OPX), version 7.1 can be launched from a Standalone icon as well as from within Microsoft Excel (Add-in). Please note that after selecting the Add-in launch option that you are not be able to launch the OnePager Standalone application. Only one of these applications (Add-in or Standalone) can be active at a time. If you attempt to launch both, a warning message appears as shown below:

X70-3 0 2 1-70-(1)-07102019.png

If you need further information, please consult this link: OnePager Doesn't Launch when the Standalone Icon is Clicked.

This article provides the basic information needed to Getting Started and use OnePager Express (OPX) after you launch OPX from Microsoft Excel or when you launch the OPX Standalone edition. The article providing Getting Started guidance when launching from the OPX Standalone icon is at: Launching OnePager Express Standalone for the First Time 3.0.2-72 The Getting Started guidance when launching from OPX Add-in follows in the next sub-section below.

Launching OnePager Express Add-in for the First Time

The OPX Add-in automatically displays the OnePager icon on the Microsoft Excel ribbon's Add-in tool tab once OnePager is installed. That tool bar looks like this:

X70-3 0 2 1-70-(2)-07102019.png

Clicking the OnePager Express… button takes you to the Chart Editor. Clicking the Templates… button lets you edit the Template Properties form for your graphs. For now, it is simplest to use the default Template Properties form.

You can learn how Template Properties forms let you customize and standardize graph features later at: Managing Templates (Portal) 24.0.1-72

Before you launch OPX, however, you must have certain scheduling fields in your Microsoft Excel source plan. There is a lot of flexibility in how these fields can be named. A typical example is shown below. The only mandatory fields are fields representing Start, Finish, and Name. In this example, however, we are also including three optional fields:

1) A category field (Category) used to assign colors to tasks.
2) A selection field (Show It) used to choose which tasks to graph.
3) A Task ID field that OnePager uses to keep track of tasks/milestones as your Microsoft Excel plan is change through additions or deletions over the course of the project.
X70-3 0 2 1-70-(2A-1)-07102019.png

To control which tasks get graphed, you must specify a Flag field (e.g. Show It) that you wish to use. Numeric fields can also be used the same as the text fields where a 1 in a Number field indicates Yes and a 0 in a Number field indicates No. See how this is done in the illustration above. When making your first chart, we strongly recommend that you select 50 or fewer tasks with Yes. Please note that OPX is shipped with a number of fully populated Template Properties forms that are based on the Microsoft Excel source plan used in the Tutorial also shipped with the product – BlueGrass Project Plan. The following table describes field-heading types that OPX uses and shows variations on the heading titles that OnePager Express recognizes. It is not mandatory that you used these field names, since OPX gives you a chance to choose the actual Microsoft Excel source plan fields that it employs. However, using these names speeds things up because it helps OPX make reasonable guesses on which fields to use as its default selections. Note that three field heading types must always be present: Name, Start, and Finish.

We recommend the inclusion of an ID field with sequential numbering from top to bottom. This assists OnePager maintain a correspondence with Microsoft Excel’s rows after the Microsoft Excel source plan is updated.

X70-3 0 3-70-(3)-12082020.png

To launch OPX and make a chart, click on the OnePager Express... button on the Microsoft Express tool bar’s Add-ins tab, which accesses the OnePager Express Start form:

X71-3 0 2 1-71-(4)-10252021.png

The OnePager Express Start form provides you with three options:

1) NEW Clicking the NEW button brings up the OnePager choices (OPC) form.
2) UPDATE Clicking the UPDATE button allows you to BROWSE FILES for an existing chart or select a recently-opened chart.
3) OPEN Clicking the OPEN button allows you to BROWSE FILES for an existing chart or select a recently-opened chart. Once selected and opened, the chart is available for editing. Once selected and opened, the chart is available for editing. At this point you may wish to skip the following sub-section and proceed to the sub-section covering Creating a New Chart at Creating a New Chart 3.0.2-72

Launching OnePager Express Standalone for the First Time

OPX can be installed so that it can be launched either from Microsoft Excel’s Add-in tab on its tool bar or from a Standalone icon or both. Additionally, you can also locate and double-click a .TAM to bring up the Standalone OPX. The Standalone icon for launching OPX looks like this:

X70-3 0 2 2-70-(1A)-07162019.png

Before you launch OPX, however, you must have certain scheduling fields in your Microsoft Excel source plan. There is a lot of flexibility in how these fields can be named. A typical example is shown below. The only mandatory fields are field representing Start, Finish, and Name. In this example, however, we are also including three optional fields:

  • A category field (Category) used to assign colors to tasks.
  • A selection field (Show It) used to choose which tasks to graph.
  • A Task ID field that OnePager uses to keep track of tasks/milestones as your Microsoft Excel source plan is change through additions or deletions over the course of the project.
X70-3 0 2 1-70-(2A-1)-07102019.png

To control which tasks get graphed, you must specify a Flag field (e.g. Show It) that you wish to use. Numeric fields can also be used the same as the text fields where a 1 in a Number field indicates Yes and a 0 in a Number field indicates No. See how this is done in the illustration above. When making your first chart, we strongly recommend that you select 50 or fewer tasks with Yes. Please note that OPX is shipped with a number of fully populated Template Properties forms that are based on the Microsoft Excel source plan used in the tutorial also shipped with the product – BlueGrass Project Plan. The following table describes field-heading types that OPX uses and shows variations on the heading titles that OnePager recognizes. It is not mandatory that you used these field names, since OPX gives you a chance to choose the actual Microsoft Excel source plan fields that it employs. However, using these names speeds things up because it helps OPX make reasonable guesses on which fields to use as its default selections. Note that it shows that three of the field heading types must always be present: Name, Start, and Finish. We recommend the inclusion of an ID field with sequential numbering from top to bottom. This assists OnePager maintain a correspondence with Microsoft Excel’s rows after the Microsoft Excel source plan is updated.

X70-3 0 3-70-(3)-12082020.png

To launch OnePager Express Standalone click the OnePager Express button on the Standalone. OnePager Express first displays a splash page and then takes you to the Chart Editor.

X71-3 0 2 2-71-(2A)-10252021.png
X71-3 0 2 2-71-(3)-10252021.png

The OnePager Express Start form provides you with three options:

1) NEW Clicking the NEW button accesses the OnePager Express choices (OPC) form.
2) UPDATE Clicking the UPDATE button allows you to BROWSE FILES for an existing chart file or select a recently-opened chart file.
3) OPEN Clicking the OPEN button allows you to BROWSE FILES for an existing chart file or select a recently-opened chart file.

Once selected and opened, the chart is available for editing. Please continue on to the next sub-section - Creating a New Chart.

Creating a New Chart

Clicking the NEW button accesses the OnePager choices (OPC) form as shown below:

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Options on the New OnePager Choices form

The OPC form gives you more options for selecting source plans. The illustration above shows that OPX was initiated from Microsoft Excel with the source plan shown in the Selected File(s) group shown above. The Add/Remove button gives you the capability to add more source plans to the source packet or, for multiple file packets, to remove files. Clicking the Add/Remove button accesses the Data source selection form as shown below:

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The Data source selection form displays the current source plan that was loaded with Microsoft Excel when you clicked the OnePager Express... button. This form lets you Add more source Microsoft Excel source plans to create a multi-project chart or Remove a source plan from a multi-file source packet. These options are detailed below.

Adding a New Source Plan

When you click the Add button, OPX gives you the option to access a Windows Open form when you select the BROWSE FILES… option as shown here:

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Clicking the BROWSE FILES… option displays a Window’s Open from which you can select a Microsoft Excel source plan to add to the source packet. A sample Open form is shown below:

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When you select a desired Microsoft Excel source plan and click the Open button as shown above, OPX adds the source plan to the source packet and displays it in the Data source selection window as shown below:

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The selected source plan is added to the source packet as shown above. OPX shows the path name of the source plan in the window if you hover the mouse over the source plan name. If you select a recently used source plan from the dropdown menu displayed with the Add button is clicked in the Data source selection form, OPX adds that source plan to the source packet.

Removing a Source Plan

The Remove button allows you to remove a source plan from a source packet. if that source plan is not needed to create the new chart. To remove a file, first select the file in the Data source selection form’s window so that it is highlighted in blue then click the Remove button as shown in the sequence below:

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Other Choices to Make

Moving on to the other groups of the OPC form, you are asked to confirm a few things before you build the chart. OPX makes good guesses for each of these choices, but you can change any of them:

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Starting Template

The current Template Properties form determines which fields get imported from Microsoft Excel and how the initial chart looks. OPX ships with many sample Template Properties forms, but you can also customize your own Template Properties form. To choose which Template Properties form to use in building your chart, click the Change… button in the top group of the OPC form.

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For now, just stick with the default Template Properties form entitled Single Project Gantt View – Detailed, but you can always use a different Template Properties form to get a different type of chart.

Title of the New Chart

This is the Title of the graph and also the suggested save name in which it is saved. You can change the save name when you save it. We recommend that you enter a Title that helps you identify the chart later on as shown here:

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For each chart you create, OnePager remembers colors, titles, legends, font sizes, and all other graph properties so that your work is saved. Later, you can update the chart with a snapshot of how the project looks on a different date. Then you can browse through the snapshots to see how the project is changing over time. OPX also saves the path name associated with the save name (.TAM). Path names are not available in .TAMs produced with version of OPX prior to version 6.0.

Task Selection

This is how you tell OPX which tasks to import from your Microsoft Excel source plan as indicated below:

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Either click the Select all tasks radio button to graph everything or choose a Flag field. You can make several charts from a single Microsoft Excel source plan, each using a different Flag or Number field. In OPX if no Flags are set to Yes, OPX provides the user with a warning message shown below:

X70-3 0 2 1-70-(15D)-07112019.png

Clicking the Select tasks by custom filter button enables the Edit filters... button. Clicking the Edit filters... button takes you to a form that controls the Conditional Import Filters feature as shown here:

X71-3 0 2 1-71-(15E-1)-02082022.png

For more detailed information, please see the article at: Conditional Import Filters (Portal) 7.18.1-71

Snapshot Date

This is the date of the report and lets you keep track of how schedules change over time. The snapshot date is set by default as the current date taken from your computer. You can change the snapshot date by clicking on the dropdown button at the window shown in the illustration below:

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Making a calendar date selection as shown above establishes the snapshot date for the chart and the snapshot being created. Each chart can have many snapshots. Snapshots and their management are important topics. Snapshots are the basis of how OnePager Express helps you track the progress of your project.

For more information, please see the articles at: Managing Chart Data (Portal) 23.0.1-71

Show Field Mappings

The Show field mappings checkbox near the bottom of the form. When this box is checked you have a chance to review and change the Microsoft Excel field mappings to OPX before you make your first chart. To do this, click the Next> button. You see the following screen:

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Notice in the graphic above that OPX has relied on the current Template Properties form to make some guesses on what Microsoft Excel fields should be used in making the graph. You can easily change any of these field mappings by making selections from the dropdown menus. For example, we show below how to change the Color:

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Making the Graph

Once you are satisfied with the field mappings, click on Create new chart button to import your selected Microsoft Excel source plan data and create a chart. After a few second you see a screen that looks like this:

X70-3 0 2 1-70-(17)-07112019.png

Note that each task or milestone was color coded based on the value in the Category field. The Legend contains an optional diagram near the bottom, explaining that the bars inside the Gantt bars represent percent complete extracted from Microsoft Excel. Percent complete comes from a Microsoft Excel field that you specified in the field mapping form. Note that the current Template Properties form is the Template used by OnePager Express to create the first chart and determines how your data looks in the new chart. The Template Properties form’s Task Bars tab showing where the color control is located is shown below:

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Copying the Chart to Microsoft PowerPoint

OnePager provides access to the Windows clipboard so you can copy the chart and paste it into another application. To copy the current snapshot to the clipboard click the Copy button on the Home ribbon as shown below:

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Then launch Microsoft PowerPoint and paste the clipboard copy of the chart into a Microsoft PowerPoint slide, as shown below:

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That’s it! You created a professional 1-page schedule summary from a complex Microsoft Excel schedule and copied it into a Microsoft PowerPoint presentation.

You can also print the chart by selecting the Print button on the File tab. OnePager has other features that let you move tasks vertically to different rows and swimlanes, change the number of swimlanes, add swimlane titles, show dependencies among tasks, change task colors, hide tasks, add floating comment boxes, and standardize on graph styles across organizations.

To learn more about these features, read about the specific workflows in this Wiki at Basic Workflows (Portal) 7.0.1-71 and Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-71

Opening a Chart

The right-most button on the OPC form is the OPEN button. Clicking the OPEN button displays a dropdown menu which happens to be the same for the UPDATE buttons. The options in the dropdown are discussed below:

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Clicking the BROWSE FILES... option accesses a Windows Open form from which you can select a .TAM that you want to open. Selecting the desired .TAM causes OPX to display the selected chart in the Chart Editor. From this position, you can edit the chart, save it, or share it with others. Clicking any of the RECENT chart items the dropdown menu above causes OPX to load the associated .TAM into the Chart Editor where you can edit the chart, save it, or share it with others.

Replacing A Snapshot - Updating a Chart with Changes Made to the Microsoft Excel Source Plan's Data

Suppose after examining the chart you created and saved, you realize that it might be best to show more task bars. This, you think, would greatly improve the schedule presentation. Updating the chart at this point is a simple matter. Recall that OPX is active and the Chart Editor is displaying the current chart you want to update. Additionally, the Microsoft Excel source plan and the application are active. The original chart looked like this:

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Since Microsoft Excel is still an active program and the Microsoft Excel source plan you are using is still being displayed, go back to the Microsoft Excel application and change the Show It field setting for the rows you want to now display from No to Yes for the rows you want to now display. As section of the Microsoft Excel source plan where this is done is shown below:

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Once you’ve made the Show It field changes lines 7 through 15 in the Microsoft Excel the source plan looks like this:

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With the Microsoft Excel source plan updated, go back to OPX and navigate to the Data tab on the ribbon where there are several buttons. To update your chart to now show the additional rows from your Microsoft Excel source plan click the Replace Snapshot button as shown below:

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When you click the Replace Snapshot button, OPX goes back to the associated Microsoft Excel source plan that you just changed, imports all the rows that changed, and update your chart. At the conclusion of the operation, the updated chart looks like this:

X61-3 0 2 1-61-(18E)-5022018.png

The example above is just one of many uses of the Data tab’s Replace Snapshot button when you need to update a chart. You can do this as many times as necessary until the chart is the way you need it. In addition to adding and removing rows by changing the Show It field, you can change source plan task Start Dates, Finish Dates, or Resource Names and display these data changes in the chart. Using the procedure above you can do this very efficiently. You can now save the chart by giving it a save name. When you save the chart in OPX, OnePager saves the .TAM and saves the Microsoft Excel source plan name and path information. This is useful when you want to further update the chart or when you want to add a snapshot later on. In the examples below it is assumes that the chart is saved as BlueGrass Project Report - Express.

Adding a Snapshot - Adding to the Chart with Changes Made to the Microsoft Excel Source Plan's Data

The power of OPX is illustrated when, after a period of progress on the project, it is time to produce another chart. OnePager produces your next snapshot with the same look and feel as the original. Assuming that the Microsoft Excel source plan was updated with actual start and finish, percent complete, and other relevant data during the reporting interval, OPX can easily generate a new snapshot. Suppose we have the following chart created on 11/1/2018 and we want to create another graph from the updated Microsoft Project source plan on 12/1/2018.

X61-3 0 2 1-61-(18F)-5022018.png

Before creating a new snapshot for 12/1/2018 as planned, we need to update the Microsoft Excel source plan say by updating the Percent Complete for the following tasks to the percentage indicated:

  • Eng. Team 1 Dev. - 100%
  • Internal Perf. Test - 10%
  • Create MERLIN System - 100%
  • Create ADONIS System - 25%

When the source plan is updated with this revised information we can proceed. Launch OPX either from Microsoft Excel or from the Standalone icon and click the UPDATE button on the OnePager Express Start form. Doing so accesses the following OnePager choices (OPC) form:

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In the OPC form above we selected the NEW snapshot at date: as shown. You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time. To see which snapshot dates already exist, just position your mouse over the NEW snapshot-date: window to see a list of the existing dates.

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You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:

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Un-check the Show field mappings checkbox OFF if you want to use the same field mappings as you used before. The bottom of the screen now looks like this:

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Pressing the large New button creates a new snapshot for the chart. The chart opens at the new snapshot. The color, fonts, title, and swimlane assignments are consistent between the two snapshots:

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You can go back and forth between the two snapshots by using the snapshot forward/backward buttons on the View tab as shown below:

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Editing the Chart

Editing Text Label Font Sizes

You can edit the font sizes and text positions on task bars to optimize readability. To do this, hold down the left mouse button and drag a selection box (Lasso) that encloses many tasks/milestones at once:

X61-3 0 2 1-61-(24)-5022018.png

When you release the mouse, the enclosed tasks/milestones are all be selected:

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Click the Increase Font Size button on the tool bar shown below:

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The chart now looks something like this:

X61-3 0 2 1-61-(27)-5022018.png

Repeating this operation for the remaining tasks/milestones (we could have done Select All and done it all at once!), we obtain a chart with larger fonts on all the tasks/milestones:

X70-3 0 2 1-70-(28)-07122019.png

Editing Text Label Positions

Another common editing action is to move the task bar text label from their current positions to positions elsewhere around or on the task bar. To do this, click the text label to select it and then click the Label Position button on the tool bar. This action accesses the Label Position dropdown list where you can select one of the text-positioning buttons as shown here:

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At this point, as an example, click the Left option in the dropdown and the selected text label is moved to the left side of the task bar as shown here:

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In case you change your mind about the last editing action you took, you can UNDO the last editing action by clicking the UNDO button above the OnePager tool bar. Successive clicking the UNDO button undoes editing actions in the reverse order that they were applied.

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Save the edited chart by pressing the Save button above the tool bar next to the UNDO button. All of the font size changes, text-position edits, and the new Legend position are now saved in case you need to update this chart with new data at a later time.

Editing Other Chart Contents

The examples above are just samples of Chart Editor capabilities provided for editing within the chart. Making other edits to task bars/milestone symbols and text labels are covered in more detail in this article: Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-70

Additionally, you can add task bar/milestone symbol information related to each task bar such as baseline data, percent complete information, and critical path information. You can add comment boxes to task bars, free floating comment boxes in the chart, vertical curtains, and background images. And you can change the chart's Start/End Dates, add or hide the Legend, and add time axes at the top, bottom, and within the graph. Further, you are able to edit task bar/milestone symbol shapes, you have at your disposal controls for editing rows/swimlanes, headers and footers in the chart, background colors, and other text information shown in the graph.

These capabilities and the articles that provide the detailed information on how to use them can be found in the set of article links at: Ways to Make Changes to Your Chart 0.04-72

Enhanced Editing Capabilities Provided in OnePager Express

Multiple Swimlane Levels

Previous versions of OnePager Pro and Express supported one level of swimlanes which allowed you to group rows together based on a particular source plan data field and its values. OnePager Pro and Express now supports three swimlane levels which can be nested inside one another to better display a hierarchy relationship for a Program, it’s Projects, and their Phases as shown here:

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In the illustration above, the first swimlane level is “Program” and under it as the second swimlane level are its “Projects”. The third swimlane level under each “Project” are “Phases” and the rows within each Phase show the task bars at their appropriate start/end dates. Definition and editing of these multiple swimlane levels is accomplished in the Template Properties and Chart Properties form’s Rows/Swimlanes tab that is modified to provide all the controls necessary to manage these multiple swimlane levels in the chart. The Rows/Swimlanes tab of the OnePager Express Chart Properties form is shown below:

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In addition to adding multiple swimlane levels, the tab shown above is simplified by reorganizing the controls associated with Rows and Text Columns. Sorting controls for rows and swimlanes are in separate sub-control groups as shown above. There is a Row Borders Formatting… button in the Rows control group with the controls for defining and global editing of row borders and access buttons for Swimlane Formatting… and Text Column Formatting… The controls shown above for the Chart Properties form are also found in the distributed Template Properties form’s Rows/Swimlanes tab. More detailed introductory information on the new Multiple Swimlane Levels feature can be found at these links:

Using Rows and Swimlanes 4.0.1.5-71
Creating and Editing Rows and Swimlanes (Portal) 12.0.1-71

Displaying Data-Driven Task Links

OnePager Express is enhanced to assist you with displaying Task Link dependencies from the Microsoft Excel source plan data you provide. Typically, this feature is turned OFF in all Template Properties forms distributed with OnePager. However, the feature can be turned ON either before or after the creation of a chart. To turn the Data-Driven Task Link feature ON prior to creating a chart, go to the Template Properties form you plan to uses and click on the Task Links tab and then click the Import predecessors checkbox ON in the Data-Driven Task Links control group as shown below:

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In the Template Task Link tab above there are two additional controls that need to be set to tell OnePager Express which data field you are using to express task dependencies in the form of predecessors and which dependency format you are using either (1) Microsoft Project or (2) Oracle Primavera. These controls are in the form of dropdown menus as shown for the dependency format selector below:

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With the Import predecessors checkbox checked ON and the dependency data field and dependency format selections made in the Template Properties form, the chart first created looks like this:

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To turn the Data-Driven Task Link feature ON after the chart is created, go to the Chart Properties form's Task Links tab and then click the Import predecessors checkbox ON in the Data-Driven Task Links control group as shown below:

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Once imported, Data-Driven Task Links can be shown or hidden and can be edited globally using the Template Properties or Chart Properties forms as shown above or individually using a task link right-click context menu. OnePager Express continues to support manual Task Links which in previous OnePager Express versions were called Event Links. The OnePager Data-Driven Task Links feature is flexible and powerful.

More details are provided in the series of articles at: Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-71

Editing the Time Axis

OnePager Express is also enhanced with new capabilities and feature so you can edit the time axis and configure it to focus on specific time periods of interest in your project schedule presentation. As an example of the enhancements made to the time axis is the addition of the time axis cell stretch feature where you can lengthen the horizontal extend of any time axis cell so as to provide more space to focus on details within that time period. An example of a stretched lower level time axis cell is shown below:

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For additional detailed information on the editing of time axis cells and other related capabilities please see this article: Modifying the Time Axis (Portal)

Related Links

What's New with OnePager Release 7.1? Video

OnePager Doesn't Launch when the Standalone Icon is Clicked

Contact OnePager Support

What's New with OnePager Release 7.2? 0.4-72

Using Rows and Swimlanes 4.0.1.5-71

Basic Workflows (Portal) 7.0.1-71

Conditional Import Filters (Portal) 7.18.1-71

Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-71

Creating and Editing Rows and Swimlanes (Portal) 12.0.1-71

Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-71

Modifying the Time Axis (Portal) 22.0.1-71

Managing Chart Data (Portal) 23.0.1-71

Managing Templates (Portal) 24.0.1-71

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