Difference between revisions of "Creating a NEW Project View - OnePager Pro Desktop for Version 6.0"

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(Created page with "==Overview== Here are the steps to create a new project view: <center></center> <center>File:P60-7_1_2-53-(1)-09162016.png</center> ==Procedures== 1) Set '''Flags/Num...")
 
 
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Here are the steps to create a new project view:
 
Here are the steps to create a new project view:
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<center></center>
 
  
 
<center>[[File:P60-7_1_2-53-(1)-09162016.png]]</center>
 
<center>[[File:P60-7_1_2-53-(1)-09162016.png]]</center>
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==Procedures==
 
==Procedures==
  
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1) Set '''Flags/Numbers''' column into the Microsoft Project plan. This will be 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''' cell to '''Yes''' for these while leaving the remainder of the task/milestone row’s '''flag''' field set to '''No''', '''0''', or blank.
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1) Set '''Flags/Numbers''' field into the Microsoft Project '''source plan'''. This will be 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''' cell to '''Yes''' for these while leaving the remainder of the task/milestone row’s '''flag''' field set to '''No''', '''0''', or blank.
  
 
2) Launch OnePager from the desktop icon.
 
2) Launch OnePager from the desktop icon.
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4) At the completion of step 3) when you click the “NEW” button, OnePager will display an abbreviated '''OnePager choices''' ('''OPC''') form as shown below:
 
4) At the completion of step 3) when you click the “NEW” button, OnePager will display an abbreviated '''OnePager choices''' ('''OPC''') form as shown below:
  
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<center>[[File:P53-7_1_2-53-(3)-11202015.png]]</center>
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<center>[[File:P60-3_0_2-60-(4)-01272017.png]]</center>
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<!--<center>P60-3_0_2-60-(4)-01272017.png</center>-->
  
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5) Click the '''Select''' button.  The OnePager application will then provide a dropdown menu for you to either choose to use the '''BROWSE FILES...''' to select a '''source file''' or click the '''RECENT MS Project Files...''' option to access Microsoft Project Server '''source files''':.
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5) Click the '''Select''' button.  The OnePager application will then provide a dropdown menu for you to either choose to use the '''BROWSE FILES...''' to select a '''source plan''' or click the '''RECENT MS Project Files...''' option to access Microsoft Project Server '''source files''':.
  
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<center>[[File:P53-7_1_2-53-(4)-11202015.png]]</center>
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<center>[[File:P60-3_0_2-60-(5)-01272017.png]]</center>
 +
<!--<center>P60-3_0_2-60-(5)-01272017.png</center>-->
  
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6) Clicking the '''BROWSE FILES…''' option as shown above will bring up a Windows '''Open''' form where you may select a Microsoft Project source file to load as shown here:
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6) Clicking the '''BROWSE FILES…''' option as shown above will bring up a Windows '''Open''' form where you may select a Microsoft Project '''source plan''' to load as shown here:
  
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<center>[[File:P53-7_1_2-53-(5)-11202015.png]]</center>
+
<center>[[File:P60-3_0_2-60-(6)-01272017.png]]</center>
 +
<!--<center>P60-3_0_2-60-(6)-01272017.png</center>-->
  
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7) When you click the '''Open''' button on the Windows '''Open''' form above, OnePager will load the selected Microsoft Project plan and provide you with the expanded '''OPC''' form so that you can confirm or change the settings before OnePager creates the new project view.
+
7) When you click the '''Open''' button on the Windows '''Open''' form above, OnePager will load the selected Microsoft Project '''source plan''' and provide you with the expanded '''OPC''' form so that you can confirm or change the settings before OnePager creates the new project view.
  
−
<center>[[File:P60-7_1_2-53-(6)-09162016.png]]</center>
+
<center>[[File:P60-7_1_2-60-(7)-01302017.png]]</center>
 +
<!--<center>P60-7_1_2-60-(7)-01302017.png</center>-->
  
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:a) As shown above, OnePager displays the loaded Microsoft Project source file in the '''Selected File(s)''' group of the '''OPC''' form.  You may use the '''Add/Remove''' feature (described elsewhere) to modify the choice of Microsoft Project '''source file''', add additional files to the '''source packet''', and remove files.  Clicking the '''Add/Modify''' button brings up the '''Data source selection''' form as shown below:
+
:a) As shown above, OnePager displays the loaded Microsoft Project '''source plan''' in the '''Selected File(s)''' group of the '''OPC''' form.  You may use the '''Add/Remove''' feature (described elsewhere) to modify the choice of Microsoft Project '''source plan''', add additional files to the '''source packet''', and remove files.  Clicking the '''Add/Modify''' button brings up the '''Data source selection''' form as shown below:
  
−
<center>[[File:P60-7_1_1-53-(5)-09162016.png]]</center>
+
<center>[[File:P60-3_0_1-60-(16AA)-03072017.png]]</center>
 +
<!--<center>P60-3_0_1-60-(16AA)-03072017.png</center>-->
  
 
:b) It is recommended that the project view name selected refer to both the project and, perhaps, the audience that will be viewing the completed project view.  
 
:b) It is recommended that the project view name selected refer to both the project and, perhaps, the audience that will be viewing the completed project view.  
  
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:c) Additionally, notice that the '''Select Tasks with ‘YES’ in column:''' 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) 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 '''source plan'''.  
  
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:d) 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) 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 '''source plan''' changes later on, you can create additional snapshots to show changes consistently.
  
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:e) Finally, note that the '''Show column mappings''' checkbox is checked as shown above. Checking this checkbox and pressing the '''Next&gt;''' button will take you to the form shown below:
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:e) Finally, note that the '''Show file mappings''' checkbox is checked as shown above. Checking this checkbox and pressing the '''Next&gt;''' button will take you to the form shown below:
  
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<center>[[File:P60-7_1_2-53-(7)-09162016.png]]</center>
+
<center>[[File:P60-3_0_2-60-(7)-01272017.png]]</center>
 +
<!--<center>P60-3_0_2-60-(7)-01272017.png</center>-->
  
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8) This allows you to change which Microsoft Project plan columns 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 will import the flagged data and make the project view.
+
8) 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 will import the flagged data and make the project view.
  
 
9) Once the project view is produced, you may edit it such as by clicking shapes and using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes.
 
9) Once the project view is produced, you may edit it such as by clicking shapes and using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes.
  
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10) When the desired editing is complete, click the '''Copy to Clipboard''' button on the ribbon and paste the graph into a PowerPoint presentation, email message, or Word document.  If the project view contains more than one page, you may choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard.
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10) 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 may choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard.
  
 
11) OnePager can save all project views and snapshots after editing.
 
11) OnePager can save all project views and snapshots after editing.
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 6.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]]  
 
[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 6.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]]  
  
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button]]
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]]
  
 
(7.1.2-60)
 
(7.1.2-60)

Latest revision as of 17:31, 4 April 2017

Overview

Here are the steps to create a new project view:

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

Procedures

1) Set Flags/Numbers field into the Microsoft Project source plan. This will be 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 cell to Yes for these while leaving the remainder of the task/milestone row’s flag field set to No, 0, or blank.

2) Launch OnePager from the desktop icon.

3) The OnePager splash page will appear briefly followed by the OnePager Project View Editor (PVE) form displaying the OnePager Pro Start form as shown below:

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

4) At the completion of step 3) when you click the “NEW” button, OnePager will display an abbreviated OnePager choices (OPC) form as shown below:

P60-3 0 2-60-(4)-01272017.png

5) Click the Select button. The OnePager application will then provide a dropdown menu for you to either choose to use the BROWSE FILES... to select a source plan or click the RECENT MS Project Files... option to access Microsoft Project Server source files:.

P60-3 0 2-60-(5)-01272017.png

6) Clicking the BROWSE FILES… option as shown above will bring up a Windows Open form where you may select a Microsoft Project source plan to load as shown here:

P60-3 0 2-60-(6)-01272017.png

7) When you click the Open button on the Windows Open form above, OnePager will load the selected Microsoft Project source plan and provide you with the expanded OPC form so that you can confirm or change the settings before OnePager creates the new project view.

P60-7 1 2-60-(7)-01302017.png
a) As shown above, OnePager displays the loaded Microsoft Project source plan in the Selected File(s) group of the OPC form. You may use the Add/Remove feature (described elsewhere) to modify the choice of Microsoft Project source plan, add additional files to the source packet, and remove files. Clicking the Add/Modify button brings up the Data source selection form as shown below:
P60-3 0 1-60-(16AA)-03072017.png
b) It is recommended that the project view name selected refer to both the project and, perhaps, the audience that will be viewing the completed project view.
c) 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 source plan.
d) 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 source plan changes later on, you can create additional snapshots to show changes consistently.
e) Finally, note that the Show file mappings checkbox is checked as shown above. Checking this checkbox and pressing the Next> button will take you to the form shown below:
P60-3 0 2-60-(7)-01272017.png

8) 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 will import the flagged data and make the project view.

9) Once the project view is produced, you may edit it such as by clicking shapes and using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes.

10) 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 may choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard.

11) 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

(7.1.2-60)

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