Difference between revisions of "Creating Another New Project View - OnePager Express Add-in for Version 5.3"

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=Creating Another NEW Project View – OnePager Express Add-in for Version 5.3 (X53-7_4_1-11272015)=
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==Overview==
  
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Often, there is more than one audience that is interested in seeing a schedule presented for a project and each audience may want to see different elements of the schedule I different representations. With OnePager, you can create different project views for the same project from the same Microsoft Excel plan. This is accomplished by inserting two or more Flag  fields into Microsoft Excel plan’s columns and instructing OnePager to produce  additional project views using these alternative ”Flag” fields.
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Often, there is more than one audience that is interested in seeing a schedule presented for a project and each audience may want to see different elements of the schedule. With OnePager, you can create different project views for the same project from the same Microsoft Excel plan. This is accomplished by inserting two or more '''Flag''' fields into Microsoft Excel plan’s columns and instructing OnePager to produce  additional project views using these alternative '''flag''' fields.
  
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For example, “Show IT1” may be used to produce the OnePager project view for an executive team, while “Show IT2” may be used as the “Flag” for internal presentations to the project team itself.  Further, “Show IT3” may be reserved to produce and update project views for customer viewing of the project’s schedule.  (See the "Using a Single Microsoft Excel Plan throughout a Project Period" sub-section in the [[Core Concepts]] section or the.sub-sections in the [[Understanding Project Views and Snapshots for OnePager Pro]] or [[Understanding Project Views and Snapshots for OnePager Express]] articles). By inserting these three flag fields into the Microsoft Excel plan and appropriately populating the cells with “Yes” and “No”, three different project views can be prepared, have snapshots added to them, and updated or replaced as needed.
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For example, '''Show IT1''' may be used to produce the OnePager project view for an executive team, while '''Show IT2''' may be used as the '''flag''' for internal presentations.  Further, '''Show IT3''' may be reserved to produce and update project views for customer.  (See the [[Core Concepts]] and [[Understanding Project Views and Snapshots for OnePager Pro]] or [[Understanding Project Views and Snapshots for OnePager Express]]). By inserting these three '''flag''' fields into the Microsoft Excel plan and appropriately populating the cells with '''Yes” and “No''', three different project views can be prepared, have snapshots added to them, and updated or replaced as needed.
  
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The steps to accomplish this process are similar to creating a NEW project view discussed above, but the steps differ slightly:
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==Procedures===
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The steps to accomplish this process are similar to creating a ''NEW''' project view, but the steps differ slightly:
  
 
1) Launch Microsoft Excel and bring up the desired Microsoft Excel plan.
 
1) Launch Microsoft Excel and bring up the desired Microsoft Excel plan.
  
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2) Insert any additional “Flag” columns into the Microsoft Excel plan.  These added “Flag” columns will use to determine which Microsoft Excel plan rows to import into OnePager.  Determine which of the task/milestone rows in the Microsoft Excel plan are to be included and set the “Flag” cell to “Yes” leaving the remainder of the task/milestone row’s “Flag” field set to “No.”
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2) Insert any additional '''flag''' columns into the Microsoft Excel plan.  These added '''flag''' columns will use to determine which Microsoft Excel plan rows to import.  Determine which of the task/milestone rows in the Microsoft Excel plan are to be included and set the '''flag''' cell to '''Yes''' leaving the remainder of the task/milestone row’s '''flag''' field set to '''No'''.
  
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3) Click the “OnePager” button to launch OnePager. OnePager will bring up the “OnePager Express Start” form.  Click the “NEW” button:  
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3) Click the ''OnePager''' button to launch OnePager. OnePager will bring up the '''OnePager Express Start''' form.  Click the '''NEW''' button:  
  
 
<center>[[File:X53-7_2_1-53-(WF2)-11272015.png]]</center>
 
<center>[[File:X53-7_2_1-53-(WF2)-11272015.png]]</center>
  
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<center>X53-7_2_1-53-(WF2)-11272015.png</center>
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4) OnePager will display a '''OnePager choices''' ('''OPC''') form as shown below:
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4) OnePager will display a “OnePager choices” form as shown below:
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<center>[[File:X53-7_4_1-53-(1)-11272015.png]]</center>
 
<center>[[File:X53-7_4_1-53-(1)-11272015.png]]</center>
  
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<center>X53-7_4_1-(1)-53-11272015.png</center>
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5) When you create another project view we suggest that you give the new project view with the alternate '''flag''' a new name that is suggestive of the different audience.  Each project view or '''.TAM''' file has its own unique file name and path name so to avoid confusion it is best to create unique file names when creating another project view from the same Microsoft Project source file that uses an alternative '''flag''' field.
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5) Note that the there is a new project view name and a different flag field was selected. However, keep in mind that the Microsoft Excel plan for this new project view came from the same Microsoft Excel plan used in the previous sub-section.
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6) Once satisfied with the project view name and selection of “Flag” field, click the “Create new project view” button (if you did not check the “Show column mapping” check box) or the “Next&gt;” button (if you did check the “Show column mapping” check box) to create the project view.  OnePager will import the data from the Microsoft Excel plan under the control of “Show It2”.
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6) Once satisfied with the project view name and selection of '''flag” field, click the '''Create new project view''' button (if you did not check the '''Show column mappings''' checkbox) or the '''Next&gt;''' button (if you did check the '''Show column mappings''' checkbox) to create the project view.  OnePager will import the data from the Microsoft Excel plan under the control of '''Show It2'''.
  
 
==Related Links==
 
==Related Links==
  
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[[Creating a NEW Project View via Pull Update - OnePager Pro for Version 5.3]] 7.13.1-53
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[[Creating a NEW Project View via Pull Update - OnePager Pro for Version 5.3 | Creating a NEW Project View via Pull Update - OnePager Pro]]
  
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[[Creating a NEW Project View via Pull Update - OnePager Express  for Version 5.3]] 7.13.2-53
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[[Creating a NEW Project View via Pull Update - OnePager Express  for Version 5.3 | Creating a NEW Project View via Pull Update - OnePager Express]]
  
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[[REPLACING a Snapshot via Pull Update - OnePager Pro for Version 5.3]] 7.14.1-53
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[[REPLACING a Snapshot via Pull Update - OnePager Pro for Version 5.3 | REPLACING a Snapshot via Pull Update - OnePager Pro]]  
  
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[[REPLACING a Snapshot via Pull Update - OnePager Express for Version 5.3]] 7.14.2-53
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[[REPLACING a Snapshot via Pull Update - OnePager Express for Version 5.3 | REPLACING a Snapshot via Pull Update - OnePager Express]]
  
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[[ADDING a Snapshot via Pull Update - OnePager Pro for Version 5.3]] 7.15.1-53
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[[ADDING a Snapshot via Pull Update - OnePager Pro for Version 5.3 | ADDING a Snapshot via Pull Update - OnePager Pro]]  
  
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[[ADDING a Snapshot via Pull Update - OnePager Express for Version 5.3]]   7.15.2-53
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[[ADDING a Snapshot via Pull Update - OnePager Express for Version 5.3 | ADDING a Snapshot via Pull Update - OnePager Express]]
  
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[[Custom REPLACING a Snapshot via Pull Update - OnePager Pro for Version 5.3]] 7.16.1-53
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 5.3 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]]
  
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[[Custom REPLACING a Snapshot via Pull Update - OnePager Express for Version 5.3]] 7.16.2-53
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 5.3 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]]
  
 
(7.4.1-53)
 
(7.4.1-53)

Revision as of 23:38, 24 February 2016

Overview

Often, there is more than one audience that is interested in seeing a schedule presented for a project and each audience may want to see different elements of the schedule. With OnePager, you can create different project views for the same project from the same Microsoft Excel plan. This is accomplished by inserting two or more Flag fields into Microsoft Excel plan’s columns and instructing OnePager to produce additional project views using these alternative flag fields.

For example, Show IT1 may be used to produce the OnePager project view for an executive team, while Show IT2 may be used as the flag for internal presentations. Further, Show IT3 may be reserved to produce and update project views for customer. (See the Core Concepts and Understanding Project Views and Snapshots for OnePager Pro or Understanding Project Views and Snapshots for OnePager Express). By inserting these three flag fields into the Microsoft Excel plan and appropriately populating the cells with Yes” and “No, three different project views can be prepared, have snapshots added to them, and updated or replaced as needed.

Procedures=

The steps to accomplish this process are similar to creating a NEW' project view, but the steps differ slightly:

1) Launch Microsoft Excel and bring up the desired Microsoft Excel plan.

2) Insert any additional flag columns into the Microsoft Excel plan. These added flag columns will use to determine which Microsoft Excel plan rows to import. Determine which of the task/milestone rows in the Microsoft Excel plan are to be included and set the flag cell to Yes leaving the remainder of the task/milestone row’s flag field set to No.

3) Click the OnePager' button to launch OnePager. OnePager will bring up the OnePager Express Start form. Click the NEW button:

X53-7 2 1-53-(WF2)-11272015.png

4) OnePager will display a OnePager choices (OPC) form as shown below:

X53-7 4 1-53-(1)-11272015.png

5) When you create another project view we suggest that you give the new project view with the alternate flag a new name that is suggestive of the different audience. Each project view or .TAM file has its own unique file name and path name so to avoid confusion it is best to create unique file names when creating another project view from the same Microsoft Project source file that uses an alternative flag field.

6) Once satisfied with the project view name and selection of flag” field, click the Create new project view button (if you did not check the Show column mappings checkbox) or the Next> button (if you did check the Show column mappings checkbox) to create the project view. OnePager will import the data from the Microsoft Excel plan under the control of Show It2.

Related Links

Creating a NEW Project View via Pull Update - OnePager Pro

Creating a NEW Project View via Pull Update - OnePager Express

REPLACING a Snapshot via Pull Update - OnePager Pro

REPLACING a Snapshot via Pull Update - OnePager Express

ADDING a Snapshot via Pull Update - OnePager Pro

ADDING a Snapshot via Pull Update - OnePager Express

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

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

(7.4.1-53)

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