Creating Another New Chart - OnePager Pro Add-in for Version 7.0

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Revision as of 20:32, 16 December 2019 by Rfeingold (Talk | contribs)

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Overview

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

2) Each audience wants to see different elements of the schedule in a different representation.

3) With OnePager, you can create different charts from the same Microsoft Project source plan.

4) 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.

5) 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.

6) Further, Flag5 can be reserved to produce and update charts for 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.

Procedures

1) Launch Microsoft Project and bring up the desired Microsoft Project source plan.

2) Use any additional Flag/Number fields in the Microsoft Project source plan.

3) These added Flag/Number fields is used to determine which plan rows to import.

4) 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.

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

P70-7 1 1-70-(2)-08052019.png
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
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 to which it can be presented.

8) 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.

9) 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> 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 Flag10.

Related Links

Creating a NEW Chart via Pull Operation - OnePager Pro 7.13.1-70

Creating a NEW Chart via Pull Operation - OnePager Express 7.13.2-70

REPLACING a Snapshot via Pull Operation - OnePager Pro 7.14.1-70

REPLACING a Snapshot via Pull Operation - OnePager Express 7.14.2-70

ADDING a Snapshot via Pull Operation - OnePager Pro 7.15.1-70

ADDING a Snapshot via Pull Operation - OnePager Express 7.15.2-70

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro 7.16.1-70

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express 7.16.2-70

Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-70

(7.3.1-70)