Difference between revisions of "Creating a NEW Project View - OnePager Express Add-in for Version 6.1"
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(Created page with "==Overview== Here are the steps to create a new project view: <center>File:X60-7_2_1-53-(1)-09162016.png</center> ==Procedures== 1) Launch Microsoft Excel and bring up...") |
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1) Launch Microsoft Excel and bring up the desired Microsoft Excel '''source plan'''. | 1) Launch Microsoft Excel and bring up the desired Microsoft Excel '''source plan'''. | ||
| − | 2) Set a '''flag''' field into the Microsoft Excel '''source plan'''. This | + | 2) Set a '''flag''' field into the Microsoft Excel '''source plan'''. This is the '''flag''' that OnePager uses to determine which rows to import. Determine which of the task/milestone rows in the plan are to be included and set the '''flag''' cell to '''Yes''' for these while leaving the remainder of the task/milestone row’s '''flag''' field set to '''No''', '''0''', or blank. |
3) Click the '''OnePager''' button to launch OnePager to bring up the '''OnePager Express Start''' form. | 3) Click the '''OnePager''' button to launch OnePager to bring up the '''OnePager Express Start''' form. | ||
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<center>[[File:X60-7_2_1-53-(2)-09162016.png]]</center> | <center>[[File:X60-7_2_1-53-(2)-09162016.png]]</center> | ||
| − | :a) Alternatively, clicking the '''Template...''' button | + | :a) Alternatively, clicking the '''Template...''' button accesses a window with the '''Template''' which can be changed and saved. |
<center>[[File:X60-7_2_1-60-(3)-01302017.png]]</center> | <center>[[File:X60-7_2_1-60-(3)-01302017.png]]</center> | ||
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:c) Once the desired changes to the current '''Template''' are made, save the '''Template''' and return to step 3) above. | :c) Once the desired changes to the current '''Template''' are made, save the '''Template''' and return to step 3) above. | ||
| − | 4) At the completion of step 3) click the '''NEW''' button and OnePager | + | 4) At the completion of step 3) click the '''NEW''' button and OnePager displays a OnePager choices ('''OPC''') form as shown below: |
<center>[[File:X60-3_0_3-60-(5)-01272017.png]]</center> | <center>[[File:X60-3_0_3-60-(5)-01272017.png]]</center> | ||
<!--<center>X60-3_0_3-60-(5)-01272017.png</center>--> | <!--<center>X60-3_0_3-60-(5)-01272017.png</center>--> | ||
| − | :a) It is recommended that the project view name selected refer to both the project and, perhaps, the audience that | + | :a) It is recommended that the project view name selected refer to both the project and, perhaps, the audience that is viewing the completed project view. |
:b) Notice that the '''Select Tasks with "YES" in field:''' is showing '''Show It''' as a default. Most users select '''Show It''' to tell OnePager which task/milestone rows to import but any '''Boolean''' fields or any '''Number''' field can be used. It is important that the '''flag''' field number represented in this window correspond to the '''flag''' field containing the '''Yes''' and '''No''' data placed in the Microsoft Excel '''source plan'''. | :b) Notice that the '''Select Tasks with "YES" in field:''' is showing '''Show It''' as a default. Most users select '''Show It''' to tell OnePager which task/milestone rows to import but any '''Boolean''' fields or any '''Number''' field can be used. It is important that the '''flag''' field number represented in this window correspond to the '''flag''' field containing the '''Yes''' and '''No''' data placed in the Microsoft Excel '''source plan'''. | ||
| Line 35: | Line 35: | ||
:c) The '''Snapshot date''' represents the '''time now'''or '''as-of date''' for the project report you are about to create. If the date created by OnePager does not reflect the '''status date''' required, change the date by using the '''calendar''' in the dropdown window. As the '''source plan''' changes later on, you can create additional snapshots to show changes consistently. | :c) The '''Snapshot date''' represents the '''time now'''or '''as-of date''' for the project report you are about to create. If the date created by OnePager does not reflect the '''status date''' required, change the date by using the '''calendar''' in the dropdown window. As the '''source plan''' changes later on, you can create additional snapshots to show changes consistently. | ||
| − | :d) Finally, note that the '''Show field mappings''' checkbox is checked as shown above. Checking this checkbox and pressing the '''Next>''' button | + | :d) Finally, note that the '''Show field mappings''' checkbox is checked as shown above. Checking this checkbox and pressing the '''Next>''' button taked you to the form shown below: |
<center>[[File:X60-3_0_3-60-(15AA)-03072017.png]]</center> | <center>[[File:X60-3_0_3-60-(15AA)-03072017.png]]</center> | ||
<!--<center>X60-3_0_3-60-(15AA)-03072017.png</center>--> | <!--<center>X60-3_0_3-60-(15AA)-03072017.png</center>--> | ||
| − | 5) This allows you to change which Microsoft Excel '''source plan''' fields are used for various purposes such as task name and start date. The '''Edit current template''' button also gives you a second chance to change many more initial properties of the project view. Once these choices are confirmed or changed, click the '''Create new project view''' button and OnePager | + | 5) This allows you to change which Microsoft Excel '''source plan''' fields are used for various purposes such as task name and start date. The '''Edit current template''' button also gives you a second chance to change many more initial properties of the project view. Once these choices are confirmed or changed, click the '''Create new project view''' button and OnePager imports the flagged data and make the project view. |
| − | 6) Once the project view is created, you | + | 6) Once the project view is created, you can '''edit''' the project view such as by clicking shapes and then using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes. |
| − | 7) When the desired editing is complete, click the '''Copy to Clipboard''' button on the ribbon and paste the graph into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the project view contains more than one page, you | + | 7) When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the ribbon and paste the graph into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the project view contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. |
| − | 8) OnePager can save all project views and snapshots after editing. | + | 8) OnePager can save all project views and snapshots after '''editing'''. |
==Related Links== | ==Related Links== | ||
| − | [[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 | + | [[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--> |
| − | [[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 | + | [[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--> |
| − | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] 7.14.1-61 | + | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-61--> |
| − | [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Express]] 7.14.2-61 | + | [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-61--> |
| − | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Pro]] 7.15.1-61 | + | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-61--> |
| − | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Express]] 7.15.2- | + | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-61--> |
| − | [[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 | + | [[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--> |
| − | [[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 | + | [[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--> |
| − | [[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 | + | [[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--> |
(7.2.1-61) | (7.2.1-61) | ||
| − | [[Category:Version 6.1] | + | [[Category:Version 6.1]] |
[[Category:Add-in]] | [[Category:Add-in]] | ||
[[Category:Basic Workflows]] | [[Category:Basic Workflows]] | ||
Latest revision as of 12:37, 16 January 2019
Overview
Here are the steps to create a new project view:
-09162016.png)
Procedures
1) Launch Microsoft Excel and bring up the desired Microsoft Excel source plan.
2) Set a flag field into the Microsoft Excel source plan. This is the flag that OnePager uses to determine which rows to import. Determine which of the task/milestone rows in the plan are to be included and set the flag cell to Yes for these while leaving the remainder of the task/milestone row’s flag field set to No, 0, or blank.
3) Click the OnePager button to launch OnePager to bring up the OnePager Express Start form.
-09162016.png)
- a) Alternatively, clicking the Template... button accesses a window with the Template which can be changed and saved.
-01302017.png)
- b) The Template's format is very similar to the OnePager Project-View Properties (PVP) form which is described elsewhere. It is, in fact, the source of what appears in the PVP form.
- c) Once the desired changes to the current Template are made, save the Template and return to step 3) above.
4) At the completion of step 3) click the NEW button and OnePager displays a OnePager choices (OPC) form as shown below:
-01272017.png)
- a) It is recommended that the project view name selected refer to both the project and, perhaps, the audience that is viewing the completed project view.
- b) Notice that the Select Tasks with "YES" in field: is showing Show It as a default. Most users select Show It to tell OnePager which task/milestone rows to import but any Boolean fields or any Number field can be used. It is important that the flag field number represented in this window correspond to the flag field containing the Yes and No data placed in the Microsoft Excel source plan.
- c) The Snapshot date represents the time nowor as-of date for the project report you are about to create. If the date created by OnePager does not reflect the status date required, change the date by using the calendar in the dropdown window. As the source plan changes later on, you can create additional snapshots to show changes consistently.
- d) Finally, note that the Show field mappings checkbox is checked as shown above. Checking this checkbox and pressing the Next> button taked you to the form shown below:
-03072017.png)
5) This allows you to change which Microsoft Excel source plan fields are used for various purposes such as task name and start date. The Edit current template button also gives you a second chance to change many more initial properties of the project view. Once these choices are confirmed or changed, click the Create new project view button and OnePager imports the flagged data and make the project view.
6) Once the project view is created, you can edit the project view such as by clicking shapes and then using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes.
7) When the desired editing is complete, click the Copy to Clipboard button on the ribbon and paste the graph into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the project view contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard.
8) OnePager can save all project views and snapshots after editing.
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
(7.2.1-61)
