Difference between revisions of "Creating Another New Project View - OnePager Express Add-in for Version 6.1"

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(Created page with "==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 th...")
 
 
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==Overview==
 
==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. With OnePager, you can create different project views from the same Microsoft Excel '''source plan'''. This is accomplished by inserting two or more '''Flag'''  fields into Microsoft Excel '''source plan’s''' fields and instructing OnePager to produce  additional project views using these alternative '''flag''' fields.
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1) Often, there is more than one audience that is interested in seeing a schedule presented for a project and each audience wants to see different elements of the schedule. With OnePager, you can create different project views from the same Microsoft Excel '''source plan'''. This is accomplished by inserting two or more '''Flag'''  fields into Microsoft Excel '''source plan’s''' fields 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.  Further, '''Show It3''' may be reserved to produce and update project views for customer.  By inserting these three '''flag''' fields into the Microsoft Excel '''source 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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2) For example, '''Show IT1''' can be used to produce the OnePager project view for an executive team, while '''Show It2''' can be used as the '''flag''' for internal presentations.  Further, '''Show It3''' can be reserved to produce and update project views for customer.  By inserting these three '''flag''' fields into the Microsoft Excel '''source 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==
 
==Procedures==
  
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The steps to accomplish this process are similar to creating a '''NEW''' project view, but differ slightly:
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1) The steps to accomplish this process are similar to creating a '''NEW''' project view, but differ slightly:
  
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1) Launch Microsoft Excel and bring up the desired Microsoft Excel '''source plan'''.
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2) Launch Microsoft Excel and bring up the desired Microsoft Excel '''source plan'''.
  
−
2) Use any additional '''flag''' fields in the Microsoft Excel '''source plan'''.  These added '''flag''' fields will use to determine which Microsoft Excel '''source plan''' rows to import.  Determine which of the task/milestone rows in the Microsoft Excel '''source plan''' are to be included and set the '''flag''' field cell to '''Yes''' leaving the remainder of the task/milestone row’s '''flag''' field set to '''No'''.
+
3) Use any additional '''flag''' fields in the Microsoft Excel '''source plan'''.  These added '''flag''' fields are use to determine which Microsoft Excel '''source plan''' rows to import.  Determine which of the task/milestone rows in the Microsoft Excel '''source plan''' are to be included and set the '''flag''' field 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 on the Microsoft Excel tool bar. OnePager will bring up the '''OnePager Express Start''' form.  Click the '''NEW''' button:  
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4) Click the ''OnePager''' button on the Microsoft Excel tool bar. OnePager accesses the '''OnePager Express Start''' form.  Click the '''NEW''' button:  
  
 
<center>[[File:X60-7_2_1-53-(2)-09162016.png]]</center>
 
<center>[[File:X60-7_2_1-53-(2)-09162016.png]]</center>
  
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4) OnePager will display a OnePager choices ('''OPC''') form as shown below:
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5) OnePager displays a OnePager choices ('''OPC''') form as shown below:
  
 
<center>[[File:X60-7_4_1-60-(1)-01302017.png]]</center>
 
<center>[[File:X60-7_4_1-60-(1)-01302017.png]]</center>
 
<!--<center>X60-7_4_1-60-(1)-01302017.png</center>-->
 
<!--<center>X60-7_4_1-60-(1)-01302017.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 plan''' that uses an alternative '''flag''' field.
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6) 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 plan''' that uses an alternative '''flag''' field.
  
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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 field mappings''' checkbox) or the '''Next&gt;''' button (if you did check the '''Show field mappings''' checkbox) to create the project view.  OnePager will import the data from the Microsoft Excel '''source plan''' under the control of '''Show It2'''.
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7) 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 field mappings''' checkbox) or the '''Next&gt;''' button (if you did check the '''Show field mappings''' checkbox) to create the project view.  OnePager imports the data from the Microsoft Excel '''source plan''' under the control of '''Show It2'''.
  
 
==Related Links==
 
==Related Links==
  
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[[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Pro]] 7.13.1-61
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[[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Pro]] <!--7.13.1-61-->
  
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[[Creating a NEW Project View via Pull Operation - OnePager Express  for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Express]] 7.13.2-61
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[[Creating a NEW Project View via Pull Operation - OnePager Express  for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Express]] <!--7.13.2-61-->
  
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[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] 7.14.1-61
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[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-61-->
  
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[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Express]] 7.14.2-61
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[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-61-->
  
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[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Pro]] 7.15.1-61
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[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-61-->
  
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[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Express]] 7.15.2-60
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[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-61-->
  
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 6.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] 7.16.1-61
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 6.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-61-->
  
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 6.1 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] 7.16.2-61
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 6.1 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-61-->
  
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[[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
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[[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-->
  
 
(7.4.1-61)
 
(7.4.1-61)

Latest revision as of 14:49, 25 December 2018

Overview

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

2) For example, Show IT1 can be used to produce the OnePager project view for an executive team, while Show It2 can be used as the flag for internal presentations. Further, Show It3 can be reserved to produce and update project views for customer. By inserting these three flag fields into the Microsoft Excel source 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

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

2) Launch Microsoft Excel and bring up the desired Microsoft Excel source plan.

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

4) Click the OnePager' button on the Microsoft Excel tool bar. OnePager accesses the OnePager Express Start form. Click the NEW button:

X60-7 2 1-53-(2)-09162016.png

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

X60-7 4 1-60-(1)-01302017.png

6) 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 plan that uses an alternative flag field.

7) 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 field mappings checkbox) or the Next> button (if you did check the Show field mappings checkbox) to create the project view. OnePager imports the data from the Microsoft Excel source plan under the control of Show It2.

Related Links

Creating a NEW Project View via Pull Operation - OnePager Pro

Creating a NEW Project View 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

(7.4.1-61)

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