Difference between revisions of "Creating Another New Chart - OnePager Pro Add-in for Version 7.0"

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==Overview==
 
==Overview==
  
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1) Often, there is more than one audience that is interested in seeing a schedule presented for a project.   
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1) Often, there is more than one audience that is interested in seeing a OnePager chart schedule presentation for a project.   
  
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:a) Each audience wants to see different elements of the schedule in a different representation. With OnePager, you can create different charts from the same Microsoft Project '''source plan'''.  
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2) Each audience may want to see different tasks and milestones  in the schedule in a different representation.  
  
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:b) This is accomplished by inserting two or more '''Flag/Number''' fields into the Microsoft Project '''source plan’s''' field then instructing OnePager to produce additional charts using these alternative '''Flag/Number''' fields.
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3) With OnePager, you can create different charts from the same Microsoft Project '''source plan''' and tailor them to different audiences with different schedule conversation needs.
  
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2) For example, '''Flag20''' can be used to produce the OnePager chart for an executive team, while '''Flag10''' is used as the '''Flag''' for internal presentations.  
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4) This is accomplished by inserting two or more '''Flag/Number''' fields into the Microsoft Project '''source plan’s''' file then instructing OnePager to produce additional charts using these alternative '''Flag/Number''' fields.
  
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:a) Further, '''Flag5''' is reserved to produce and update charts for customer.  
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5) For example, '''Flag20''' can be used to create the OnePager chart for an executive team, while '''Flag10''' is used as the '''Flag''' for internal project team presentations.  
  
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:b) By inserting these three '''Flag''' fields into the Microsoft Project '''source plan''' and appropriately populating the cells with '''Yes''' and '''No''', three different charts can be prepared, snapshots can be added to them, and updated or replaced as needed.
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6) Further, '''Flag5''' can be reserved to create charts and '''update''' for schedule presentations to the customer.  
  
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3) The steps to accomplish this process are similar to creating a '''NEW''' chart, but the steps differ slightly:
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7) By inserting these three '''Flag''' fields into the Microsoft Project '''source plan''' and appropriately populating the cells with '''Yes''' and '''No''', three different charts can be prepared, snapshots can be added to them, and updated or replaced as needed.
  
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==Procedures==
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8) The steps to accomplish this process are similar to creating a '''NEW''' chart, but with slight differences. 
  
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1) Launch Microsoft Project and bring up the desired Microsoft Project '''source plan'''.
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==Procedure==
  
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2) Use any additional '''Flag/Number''' fields in the Microsoft Project '''source plan'''. These added '''Flag/Number''' fields is used to determine which plan rows to import. Determine which of the task/milestone rows in the plan are to be included and set the '''Flag/Number''' field cell to '''Yes''' leaving the remainder of the task/milestone row’s '''flag''' field set to '''No'''.
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1) Launch Microsoft Project and access the desired Microsoft Project '''source plan'''.  
  
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3) Click the '''OnePager''' button from the Microsoft Project tool bar. OnePager accesses the '''OnePager Pro Start''' form.  Click the '''NEW''' button:
+
2) Add any additional '''Flag/Number''' fields in the Microsoft Project '''source plan''' as required for creating charts for additional audiences.
 +
 
 +
3) These added '''Flag/Number''' fields are used to determine which '''source plan''' tasks and milestones to '''import'''.
 +
 
 +
4) Determine which of the tasks and milestones in the '''source plan''' are to be included and set the '''Flag/Number''' field cell to '''Yes''' leaving the remainder of the task's and milestone's '''flag''' field set to '''No'''.
 +
 
 +
5) Click the '''OnePager''' button from the Microsoft Project ribbon tool bar. OnePager accesses the '''OnePager Pro Start''' form.  Then click the '''NEW''' button:
  
 
<center>[[File:P70-7_1_1-70-(2)-08052019.png]]</center>
 
<center>[[File:P70-7_1_1-70-(2)-08052019.png]]</center>
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<center>P70-7_1_1-70-(2)-08052019.png></centerr>
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<!--<center>P70-7_1_1-70-(2)-08052019.png></center>-->
 +
 
 +
6) OnePager displays a OnePager choices ('''OPC''') form as shown below:
  
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<center>[[File:P60-7_1_1-53-(2)-09162016.png]]</center>
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<center>[[File:P70-7_1_1-70-(4)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(4)-08052019.png></center>-->
  
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4) OnePager displays a OnePager choices ('''OPC''') form as shown below:
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7) When you create another chart, we suggest that you give the new chart with the alternate '''Flag''' a '''new name''' that is suggestive of the different audience intended to see the presentation. 
  
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<center>[[File:P60-7_3_1-60-(3)-01302017.png]]</center>
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8) Each chart or '''.TAM''' file has its own unique '''file name''' and '''path name'''. To avoid confusion it is best to create unique '''file names''' for charts from the same Microsoft Project '''source plan''' that uses an alternative '''flag''' field.
−
<center>P60-7_3_1-60-(3)-01302017.png</center>
+
  
−
5) When you create another chart, we suggest that you give the new chart with the alternate '''flag''' a new name that is suggestive of the different audience to which it can be presented.  Each chart or '''.TAM''' file has its own unique file name and path name so to avoid confusion it is best to create unique file names for charts from the same Microsoft Project '''source plan''' that uses an alternative '''flag''' field.
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9) Once satisfied with the chart's '''name''' and selection of '''Flag''' field, click the '''Create new chart''' button (if you did not check the '''Show field mappings''' checkbox) or the '''Next>''' button (if you did check the '''Show field mappings''' checkbox) to create the chart.  
  
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6) Once satisfied with the chart name and selection of '''flag''' field, click the '''Create new chart''' button (if you did not check the '''Show field mappings''' checkbox) or the '''Next&gt;''' button (if you did check the '''Show field mappings''' checkbox) to create the chart. In this example, OnePager imports the data from the Microsoft Project '''source plan''' under the control of '''Flag10'''.
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10) In this example, OnePager '''imports''' the data from the Microsoft Project '''source plan''' under the control of '''Flag20'''.
  
 
==Related Links==
 
==Related Links==
  
−
[[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] 7.13.1-70
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[[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] <!--7.13.1-70 -->
  
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[[Creating a NEW Chart via Pull Operation - OnePager Express  for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] 7.13.2-70
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[[Creating a NEW Chart via Pull Operation - OnePager Express  for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] <!--7.13.2-70 -->
  
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[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] 7.14.1-70
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[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70 -->
  
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[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] 7.14.2-70
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[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70 -->
  
−
[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] 7.15.1-70
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[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70 -->
  
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[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] 7.15.2-70
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[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70 -->
  
−
[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] 7.16.1-70
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-70 -->
  
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] 7.16.2-70
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-70 -->
  
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-70
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-70 -->
  
 
(7.3.1-70)
 
(7.3.1-70)

Latest revision as of 20:20, 11 January 2021

Overview

1) Often, there is more than one audience that is interested in seeing a OnePager chart schedule presentation for a project.

2) Each audience may want to see different tasks and milestones in the schedule in a different representation.

3) With OnePager, you can create different charts from the same Microsoft Project source plan and tailor them to different audiences with different schedule conversation needs.

4) This is accomplished by inserting two or more Flag/Number fields into the Microsoft Project source plan’s file then instructing OnePager to produce additional charts using these alternative Flag/Number fields.

5) For example, Flag20 can be used to create the OnePager chart for an executive team, while Flag10 is used as the Flag for internal project team presentations.

6) Further, Flag5 can be reserved to create charts and update for schedule presentations to the customer.

7) By inserting these three Flag fields into the Microsoft Project source plan and appropriately populating the cells with Yes and No, three different charts can be prepared, snapshots can be added to them, and updated or replaced as needed.

8) The steps to accomplish this process are similar to creating a NEW chart, but with slight differences.

Procedure

1) Launch Microsoft Project and access the desired Microsoft Project source plan.

2) Add any additional Flag/Number fields in the Microsoft Project source plan as required for creating charts for additional audiences.

3) These added Flag/Number fields are used to determine which source plan tasks and milestones to import.

4) Determine which of the tasks and milestones in the source plan are to be included and set the Flag/Number field cell to Yes leaving the remainder of the task's and milestone's flag field set to No.

5) Click the OnePager button from the Microsoft Project ribbon tool bar. OnePager accesses the OnePager Pro Start form. Then click the NEW button:

P70-7 1 1-70-(2)-08052019.png

6) OnePager displays a OnePager choices (OPC) form as shown below:

P70-7 1 1-70-(4)-08052019.png

7) When you create another chart, we suggest that you give the new chart with the alternate Flag a new name that is suggestive of the different audience intended to see the presentation.

8) Each chart or .TAM file has its own unique file name and path name. To avoid confusion it is best to create unique file names for charts from the same Microsoft Project source plan that uses an alternative flag field.

9) Once satisfied with the chart's name and selection of Flag field, click the Create new chart button (if you did not check the Show field mappings checkbox) or the Next> button (if you did check the Show field mappings checkbox) to create the chart.

10) In this example, OnePager imports the data from the Microsoft Project source plan under the control of Flag20.

Related Links

Creating a NEW Chart via Pull Operation - OnePager Pro

Creating a NEW Chart via Pull Operation - OnePager Express

REPLACING a Snapshot via Pull Operation - OnePager Pro

REPLACING a Snapshot via Pull Operation - OnePager Express

ADDING a Snapshot via Pull Operation - OnePager Pro

ADDING a Snapshot via Pull Operation - OnePager Express

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express

Using the OnePager "Data" Tab's "Selected file(s)" Button

(7.3.1-70)

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