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

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(Procedures)
(Overview)
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1) Often, there is more than one audience that is interested in seeing a schedule presented for a project.   
 
1) Often, there is more than one audience that is interested in seeing a schedule presented for a project.   
  
: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 wants to see different elements of the schedule in a different representation.  
  
:b) This is accomplished by inserting two or more '''Flag/Number''' fields into the Microsoft Project '''source plan’s''' fields 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'''.  
  
2) For example, '''Flag20''' can be used to produce the OnePager chart for an executive team, while '''Flag10''' can be 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''' fields then instructing OnePager to produce additional charts using these alternative '''Flag/Number''' fields.
  
:a) Further, '''Flag5''' can be reserved to produce and update charts for customer.  
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5) For example, '''Flag20''' can be used to produce the OnePager chart for an executive team, while '''Flag10''' can be used as the '''Flag''' for internal presentations.  
  
: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 produce and '''update''' charts for customer.  
  
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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8) The steps to accomplish this process are similar to creating a '''NEW''' chart, but the steps differ slightly:
  
 
==Procedures==
 
==Procedures==

Revision as of 18:35, 16 December 2019

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 fields 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 can be 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 the steps differ slightly:

Procedures

1) 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 cell to Yes leaving the remainder of the task/milestone row’s Flag field set to No.

2) Launch OnePager from the desktop icon.

3) The OnePager splash page appears briefly followed by the OnePager Chart Editor form displaying the OnePager Pro Start form as shown below:

P70-7 1 2-70-(2)-08052019.png
P70-7_1_2-70-(2)-08052019.png

4) At the completion of step 3) when you click the “NEW” button, OnePager displays an abbreviated OnePager choices (OPC) form as shown below:

P70-7 1 2-70-(3)-08052019.png
P70-7_1_2-70-(3)-08052019.png


5) After you've made your source plan selections, OnePager displays an expanded OnePager choices (OPC) form as shown below:

P70-7 1 1-70-(4)-08052019.png
P70-7_1_1-70-(4)-08052019.png

6) 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.

7) 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. 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

(7.3.2-70)