Creating Project Views from Server Resident Project Plans for OnePager Pro Add-in for Version 6.0

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Overview

The OnePager Pro (OPP) Add-in operates the same in all modes (i.e., NEW, UPDATE, and OP) when source plans are accessed from Microsoft Project Server, Project Online, and SharePoint accounts as when source plan data is resident on your computer.

When you intend to use Microsoft Project source plans that are resident in the cloud along with OPP Add-in, we recommend that you access your source plans using Microsoft Project Professional rather than through OPP Add-in. By so doing, OPP Add-in supports your project view creation and opening needs as if your source plans are resident on your computer.

However, when you intend to use OPP Add-in in the UPDATE mode with source plans accessed from the cloud through Microsoft Project Professional, there is an additional step in the UPDATE process that needs to be performed.

About Using Server Resident Project Source Plans and OnePager Pro Add-in

1) Our recommendation is to use Microsoft Project Professional to connect, access, and verify your access to your Microsoft Project Server, Project Online, or SharePoint account when you intend to use OPP Add-in to create a NEW project view, UPDATE an existing project, or OPEN an existing project view.

2) As mentioned in the portal article at [[Creating Project Views from Server Resident Project Plans for OnePager Pro for Version 6.0 (Portal) | Creating Project Views from Server Resident Project Plans for OnePager Pro (Portal)]] 8.5.1-60, '''OPP Add-in''' operates in the '''NEW''' and '''OPEN''' mode the same for '''source plans''' accessed from the '''cloud''' as when '''source plans''' are resident on your computer. 3) It is only in the '''UPDATE''' mode that '''OPP Add-in''' requires that you perform one extra step in the normal '''UPDATE''' mode process. This extra step is discussed in the sub-section below: ==Using Microsoft Project Professional with Cloud Resident Source Plans for Project View UPDATE== 1) We assume for this sub-section that you are experienced with accessing your Microsoft Project Professional '''source plans''' from the '''cloud'''. 2) Accordingly, we assume that the steps involved are documented elsewhere and includes any access security procedures needed to access your '''source plans''' residing in the '''cloud'''. 3) The high level steps are as follows: :a) Make sure to close any and all instances of OnePager Pro that might be running outside of Microsoft Project (i.e., OnePager Pro '''Desktop'''). :b) Launch Microsoft Project Professional from your desktop. :c) Use Microsoft Project Professional to access your Microsoft Project Server, Project Online, or SharePoint account. :d) Open the required Microsoft Project Server '''source plan''' from your desktop Microsoft Project Professional application. :e) Next, go to the Microsoft Project Professional '''Add-ins''' tab on the tool bar and click the '''OnePager''' icon. :f) Once the '''OnePager Pro Start''' form appears click the '''OPEN''' button. '''Do Not Attempt to Do An UPDATE At This Point.''' :g) Now, go to the '''OPP Home''' tab and click the Project-View Properties ('''PVP''') button and then click on the '''Advanced''' tab in the left margin of the '''PVP''' form as shown below: <center>[[File:P60-8_5_1_1-60-(1)-04032017.png</center> <center>P60-8_5_1_1-60-(1)-04032017.png</center> :h) Change the '''Server Method''' setting in the '''PVP''' form’s '''Advanced''' tab to the '''Use MS Project Professional''' setting. This tells '''OPP Add-in''' to let Microsoft Project Professional load your '''source plan'''. Finally, click '''Apply''' and '''OK''' button as shown below: <center>[[File:P60-8_5_1_1-60-(2)-04032017.png</center> <center>P60-8_5_1_1-60-(2)-04032017.png</center> :i) When the '''PVP''' form closes, go to the '''Data''' tab on the '''OPP Add-in''' ribbon and proceed with the UPDATE process as you would normally. :j) See the article at this link for more details on the '''Pull Update Operation''': [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] :k) This completed the '''UPDATE''' mode process using '''OPP Add-in''' with a '''cloud''' resident '''source plan'''. ==Related Links== [[Using Enterprise Custom Fields from Microsoft Project for OnePager Pro for Version 6.0 | Using Enterprise Custom Fields from Microsoft Project for OnePager Pro]] 24.3.1-60 [[Creating a NEW Project View - OnePager Pro Add-in for Version 6.0 | Creating a NEW Project View - OnePager Pro Add-in]] [[Creating Another New Project View - OnePager Pro Add-in for Version 6.0 | Creating Another New Project View - OnePager Pro Add-in]] [[Opening an EXISTING Project View - OnePager Pro Add-in for Version 6.0 | Opening an EXISTING Project View - OnePager Pro Add-in]] [[ADDING a Snapshot via Push Update - OnePager Pro Add-in for Version 6.0 | ADDING a Snapshot via Push Update - OnePager Pro Add-in]] [[REPLACING a Snapshot via Push Update - OnePager Pro Add-in for Version 6.0 | REPLACING a Snapshot via Push Update - OnePager Pro Add-in]] (8.5.1.1-60) [[Category:Version 6.0]] [[Category:Add-in]] [[Category:Basic Workflows]] [[Category:Multi-Project Formats]] [[Category:Enterprise Integration]] [[Category:Microsoft Project Server Accounts]] [[Category:OnePager Choices Form]] [[Category:Project Views]] [[Category:Editing a Project View]] [[Category:Templates]] [[Category:Sharing Output]] [[Category:Microsoft Project]] [[Category:OnePager Pro]]