Difference between revisions of "Creating a NEW Project View - OnePager Pro Add-in for Version 6.1"
From OnePager Documentation
(Created page with "==Overview== Here are the steps to create a new project view: <center>File:P60-7_1_1-53-(1)-09162016.png</center> ==Procedures== 1) Launch Microsoft Project and bring...") |
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<center>[[File:P60-7_1_1-53-(2)-09162016.png]]</center> | <center>[[File:P60-7_1_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:P60-7_1_1-60-(3)-01302017.png]]</center> | <center>[[File:P60-7_1_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) when you click the '''NEW''' button, OnePager | + | 4) At the completion of step 3) when you click the '''NEW''' button, OnePager displays a '''OnePager choices''' ('''OPC''') form as shown below: |
<center>[[File:P60-7_1_1-60-(4)-01302017.png]]</center> | <center>[[File:P60-7_1_1-60-(4)-01302017.png]]</center> | ||
<!--<center>P60-7_1_1-60-(4)-01302017.png</center>--> | <!--<center>P60-7_1_1-60-(4)-01302017.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 viewing the completed project view. |
:b) Additionally, notice that the '''Select Tasks with ‘YES’ in field:''' is showing '''Flag20''' as a default. Most users select '''Flag20''' to tell OnePager which task/milestone rows to import but any of the 20 '''Flag''' fields or any of the 20 '''Number''' fields 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 Project plan. | :b) Additionally, notice that the '''Select Tasks with ‘YES’ in field:''' is showing '''Flag20''' as a default. Most users select '''Flag20''' to tell OnePager which task/milestone rows to import but any of the 20 '''Flag''' fields or any of the 20 '''Number''' fields 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 Project plan. | ||
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: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''' dropdown window. As the 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''' dropdown window. As the 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 takes you to the form shown below: |
<center>[[File:P60-3_0_1-60-(16AA)-03072017.png]]</center> | <center>[[File:P60-3_0_1-60-(16AA)-03072017.png]]</center> | ||
<!--<center>P60-3_0_1-60-(16AA)-03072017.png</center>--> | <!--<center>P60-3_0_1-60-(16AA)-03072017.png</center>--> | ||
| − | 5) This allows you to change which Microsoft Project '''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 Project '''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 produced, you | + | 6) Once the project view is produced, you can '''edit''' it such as by clicking shapes and 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--> |
(7.1.1-61) | (7.1.1-61) | ||
Revision as of 13:52, 25 December 2018
Overview
Here are the steps to create a new project view:
-09162016.png)
Procedures
1) Launch Microsoft Project and bring up the desired Microsoft Project source plan.
2) Set the Flags/Numbers field into the Microsoft Project source plan. This is the flag that OnePager uses to determine which rows to import. Determine which of the task/milestone rows are to be included and set the Flags/Numbers field 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 bring up the OnePager Pro 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) when you click the NEW button, OnePager displays a OnePager choices (OPC) form as shown below:
-01302017.png)
- a) It is recommended that the project view name selected refer to both the project and, perhaps, the audience that viewing the completed project view.
- b) Additionally, notice that the Select Tasks with ‘YES’ in field: is showing Flag20 as a default. Most users select Flag20 to tell OnePager which task/milestone rows to import but any of the 20 Flag fields or any of the 20 Number fields 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 Project plan.
- 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 dropdown window. As the 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 takes you to the form shown below:
-03072017.png)
5) This allows you to change which Microsoft Project 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 produced, you can edit it such as by clicking shapes and 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
(7.1.1-61)
