Difference between revisions of "Creating Another New Project View - OnePager Pro 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. Each audience may want to see different elements of the...")
 
 
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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.  Each audience may want to see different elements of the schedule in a different representation. With OnePager, you can create different project views from the same Microsoft Project '''source plan'''. This is accomplished by inserting two or more '''Flag/Number''' fields into the Microsoft Project '''source plan’s''' field then instructing OnePager to produce additional project views using these alternative '''Flag/Number''' fields.
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1) Often, there is more than one audience that is interested in seeing a schedule presented for a project.  Each audience wants to see different elements of the schedule in a different representation. With OnePager, you can create different project views from the same Microsoft Project '''source plan'''. This is accomplished by inserting two or more '''Flag/Number''' fields into the Microsoft Project '''source plan’s''' field then instructing OnePager to produce additional project views using these alternative '''Flag/Number''' fields.
  
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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 '''source 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.
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2) For example, '''Flag20''' can be used to produce the OnePager project view for an executive team, while '''Flag10''' is used as the '''flag''' for internal presentations. Further, '''Flag5''' is reserved to produce and update project views for customer. By inserting these three '''flag''' fields into the Microsoft Project '''source plan''' and appropriately populating the cells with '''Yes''' and '''No''', three different project views can be prepared, snapshots can be 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, but the steps differ slightly:
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3) The steps to accomplish this process are similar to creating a '''NEW''' project view, but the steps differ slightly:
  
 
==Procedures==
 
==Procedures==
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1) Launch Microsoft Project and bring up the desired Microsoft Project '''source plan'''.  
 
1) Launch Microsoft Project and bring up the desired Microsoft Project '''source plan'''.  
  
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2) Use any additional '''Flag/Number''' fields in the Microsoft Project '''source plan'''. These added '''Flag/Number''' fields 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''' field cell to '''Yes''' leaving the remainder of the task/milestone row’s '''flag''' field set to '''No'''.
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2) 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''' 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 from the Microsoft Project tool bar. OnePager will bring up the '''OnePager Pro Start''' form.  Click the '''NEW''' button:
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3) Click the '''OnePager''' button from the Microsoft Project tool bar. OnePager accesses the '''OnePager Pro Start''' form.  Click the '''NEW''' button:
  
 
<center>[[File:P60-7_1_1-53-(2)-09162016.png]]</center>
 
<center>[[File:P60-7_1_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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4) OnePager displays a OnePager choices ('''OPC''') form as shown below:
  
 
<center>[[File:P60-7_3_1-60-(3)-01302017.png]]</center>
 
<center>[[File:P60-7_3_1-60-(3)-01302017.png]]</center>
 
<!--<center>P60-7_3_1-60-(3)-01302017.png</center>-->
 
<!--<center>P60-7_3_1-60-(3)-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 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 plan''' 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 '''flag''' a new name that is suggestive of the different audience to which it can 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 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. In this example, OnePager will import the data from the Microsoft Project '''source plan''' under the control of '''Flag10'''.
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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. In this example, OnePager imports the data from the Microsoft Project '''source plan''' under the control of '''Flag10'''.
  
 
==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-->
  
 
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(7.3.1-61)

Latest revision as of 14:33, 25 December 2018

Overview

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

2) For example, Flag20 can be used to produce the OnePager project view for an executive team, while Flag10 is used as the flag for internal presentations. Further, Flag5 is reserved to produce and update project views for customer. By inserting these three flag fields into the Microsoft Project source plan and appropriately populating the cells with Yes and No, three different project views can be prepared, snapshots can be added to them, and updated or replaced as needed.

3) 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 source plan.

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

3) Click the OnePager button from the Microsoft Project tool bar. OnePager accesses the OnePager Pro Start form. Click the NEW button:

P60-7 1 1-53-(2)-09162016.png

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

P60-7 3 1-60-(3)-01302017.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 can 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 plan 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 field mappings checkbox) or the Next> button (if you did check the Show field mappings checkbox) to create the project view. In this example, OnePager imports the data from the Microsoft Project source plan under the control of Flag10.

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

(7.3.1-61)

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