Creating Another NEW Project View – OnePager Express Desktop for Version 5.3 (X53-7_4_2-11272015)

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.

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.

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

1) Insert any additional Flag/Number columns into the Microsoft Project plan. These added Flag/Number columns will be used to determine which plan rows to import into OnePager. 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 will appear briefly followed by the OnePager Project View Editor form displaying the “OnePager Pro Start” form as shown below:

X53-7_2_2-53-(WF3)-11272015.png

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

X53-7_2_2-53-(WF4)-11272015.png

5) Click the “OnePager” button to launch OnePager. OnePager will bring up the “OnePager Pro Start” form. Click the “NEW” button:

X53-7_2_1-53-(WF2)-11272015.png

6) OnePager will display a “OnePager choices” form as shown below:

X53-7_4_1-53-11272015.png

7) 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 to which it may be presented. 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.

8) 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>” button (if you did check the “Show column mapping” check box) to create the project view. In this example, OnePager will import the data from the Microsoft Project plan under the control of Flag10.

Creating Another New Project View - OnePager Express Desktop for Version 5.3

Creating Another NEW Project View – OnePager Express Desktop for Version 5.3 (X53-7_4_2-11272015)

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