Difference between revisions of "Creating Another New Project View - OnePager Pro Add-in for Version 5.3"
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| − | = | + | ==Overview== |
| − | Often, there is more than one audience that is interested in seeing a schedule presented for a project | + | Often, there is more than one audience that is interested in seeing a schedule presented for a project. Each audience may want to see different elements of the schedule in a different representation. With OnePager, you can create different project views for the same project from the same Microsoft Project plan. This is accomplished by inserting two or more '''Flag/Number''' fields into the Microsoft Project plan’s columns then instructing OnePager to produce additional project views using these alternative '''Flag/Number''' fields. |
| − | For example, Flag20 may be used to produce the OnePager project view for an executive team, while Flag10 may be used as the | + | For example, '''Flag20''' may be used to produce the OnePager project view for an executive team, while '''Flag10''' may be used as the '''flag''' for internal presentations. Further, '''Flag5''' may be reserved to produce and update project views for customer. By inserting these three '''flag''' fields into the Microsoft Project plan and appropriately populating the cells with '''Yes''' and '''No''', three different project views can be prepared, snapshots may be added to them, and updated or replaced as needed. |
| − | The steps to accomplish this process are similar to creating a NEW project view | + | The steps to accomplish this process are similar to creating a '''NEW''' project view, but the steps differ slightly: |
| − | + | ==Procedures== | |
1) Launch Microsoft Project and bring up the desired Microsoft Project plan. | 1) Launch Microsoft Project and bring up the desired Microsoft Project plan. | ||
| − | 2) 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 | + | 2) 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. 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'''. |
| − | 3) Click the | + | 3) Click the '''OnePager''' button to launch OnePager. OnePager will bring up the '''OnePager Pro Start''' form. Click the '''NEW''' button: |
<center>[[File:P53-7_1_1-53-(2)-11202015.png]]</center> | <center>[[File:P53-7_1_1-53-(2)-11202015.png]]</center> | ||
| − | + | 4) OnePager will display a '''OnePager choices''' ('''OPC''') form as shown below: | |
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| − | 4) OnePager will display a | + | |
<center>[[File:P53-7_3_1-53-(1)-11202015.png]]</center> | <center>[[File:P53-7_3_1-53-(1)-11202015.png]]</center> | ||
| − | + | 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 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 for project views from the same Microsoft Project source file that uses an alternative '''flag''' field. | |
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| − | 5) When you create another project view we suggest that you give the new project view with the alternate | + | |
| − | 6) Once satisfied with the project view name and selection of | + | 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. In this example, OnePager will import the data from the Microsoft Project plan under the control of '''Flag10'''. |
==Related Links== | ==Related Links== | ||
Revision as of 23:12, 24 February 2016
Overview
Often, there is more than one audience that is interested in seeing a schedule presented for a project. Each audience may want to see different elements of the schedule in a different representation. With OnePager, you can create different project views for the same project from the same Microsoft Project plan. This is accomplished by inserting two or more Flag/Number fields into the Microsoft Project plan’s columns then instructing OnePager to produce additional project views using these alternative Flag/Number fields.
For example, Flag20 may be used to produce the OnePager project view for an executive team, while Flag10 may be used as the flag for internal presentations. Further, Flag5 may be reserved to produce and update project views for customer. By inserting these three flag fields into the Microsoft Project plan and appropriately populating the cells with Yes and No, three different project views can be prepared, snapshots may be added to them, and updated or replaced as needed.
The steps to accomplish this process are similar to creating a NEW project view, but the steps differ slightly:
Procedures
1) Launch Microsoft Project and bring up the desired Microsoft Project plan.
2) 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. 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.
3) Click the OnePager button to launch OnePager. OnePager will bring up the OnePager Pro Start form. Click the NEW button:
-11202015.png)
4) OnePager will display a OnePager choices (OPC) form as shown below:
-11202015.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 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 for project views 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. In this example, OnePager will import the data from the Microsoft Project plan under the control of Flag10.
Related Links
Creating a NEW Project View via Pull Update - OnePager Pro for Version 5.3 7.13.1-53
Creating a NEW Project View via Pull Update - OnePager Express for Version 5.3 7.13.2-53
REPLACING a Snapshot via Pull Update - OnePager Pro for Version 5.3 7.14.1-53
REPLACING a Snapshot via Pull Update - OnePager Express for Version 5.3 7.14.2-53
ADDING a Snapshot via Pull Update - OnePager Pro for Version 5.3 7.15.1-53
ADDING a Snapshot via Pull Update - OnePager Express for Version 5.3 7.15.2-53
Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 5.3 in a project view 7.16.1-53
Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 5.3 in a project view 7.16.2-53
(7.3.1-53)
