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| − | =Creating a NEW Project View via Pull Update - OnePager Express Desktop for Version 5.3 (X53-7_13_2-11302015)=
| + | '''UNDER REVISION''' |
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| − | Here are the steps to create a new project view:
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| − | <center></center>
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| − | <center>[[File:X53-7_2_2-53-(1)-11272015.png]]</center>
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| − | <center></center>
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| − | <center>X53-7_2_2-53-(1)-11272015.png</center>
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| − | <center></center>
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| − | 1) Set a "flag" column into the Microsoft Excel plan. This will be the ''flag'' that OnePager will use 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" cell to “Yes” for these while leaving the remainder of the task/milestone row’s "field" set to “No” or blank.
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| − | 2) Launch OnePager from the desktop icon.
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| − | 3) The OnePager splash page will appear briefly followed by the OnePager Project View Editor form displaying the “OnePager Pro Start” form as shown below:
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| − | <center>[[File:X53-7_2_2-53-(WF3)-11272015.png]]</center>
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| − | <center></center>
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| − | <center>X53-7_2_2-53-(WF3)-11272015.png</center>
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| − | <center></center>
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| − | 4) At the completion of step 3) when you click the “NEW” button, OnePager will display an abbreviated “OnePager choices” form as shown below:
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| − | <center>[[File:X53-7_2_2-53-(WF4)-11272015.png]]</center>
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| − | <center></center>
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| − | <center>X53-7_2_2-53-(WF4)-11252015.png</center>
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| − | <center></center>
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| − | 5) Click the “Select” button. The OnePager application will then provide a drop-down menu for you to either select a recently used Microsoft Excel source file or you may chose the “BROWSE FILES…” option as shown below to select a desired Microsoft Excel source file.
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| − | <center>[[File:X53-7_2_2-53-(4)-11272015.png]]</center>
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| − | <center></center>
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| − | <center>X53-7_2_2-53-(4)-11272015.png</center>
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| − | <center></center>
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| − | 6) Clicking the “BROWSE FILES…” option as shown above will bring up a Window’s “Open” form where you may select a Microsoft Project source file for the OnePager application to load as shown here:
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| − | <center>[[File:X53-7_2_2-53-(WF5)-11272015.png]]</center>
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| − | <center>X53-7_2_2-53-(WF5)-11272015.png</center>
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| − | <center></center>
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| − | 7) When you click the “Open” button on the Window’s “Open” form above, the OnePager application will load the selected Microsoft Excel plan and provide you with the “OnePager Choices” form so that you can confirm or change the settings before OnePager creates the new project view.
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| − | <center>[[File:X53-7_2_2-53-(WF6)-11272015.png]]</center>
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| − | <center></center>
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| − | <center>X53-7_2_2-53-(WF6)-11272015.png</center>
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| − | <center></center>
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| − | :a) As shown above, OnePager displays the loaded Microsoft Excel source file in the “Selected File(s)” section of the “OnePager choices” form. You may use the “Add/Remove” feature (described elsewhere) to modify the choice of Microsoft Excel source file, add additional files to the package, and remove files from the package. You will also find a “Preview” option where you may look at a Microsoft Excel source file but you may '''NOT''' make changes. Clicking the “Add/Modify” button brings up the “Data source selection” form as shown below:
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| − | <center>[[File:X53-7_2_2-53-(7)-11272015.png]]</center>
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| − | <center>X53-7_2_2-53-(7)-11272015.png</center>
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| − | <center></center>
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| − | :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 "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 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 in the drop-down window. As the plan changes later on, you can create additional snapshots to show changes consistently.
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| − | :e) Finally, note that the “Show column mapping” box is checked as shown above. Checking this box and pressing the “Next>” bar will take you to the form shown below:
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| − | <center>[[File:X53-7_2_2-53-(WF7)-11272015.png]]</center>
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| − | <center></center>
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| − | <center>X53-7_2_2-53-(WF7)-11272015.png</center>
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| − | 8) This allows you to change which Microsoft Excel 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 you are about to make. 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 under the control of the current template.
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| − | 9) Once the project view is presented on the screen, you may edit the project view in a number of ways such as by clicking shapes and then using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes.
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| − | 10) Once the desired editing is complete, simply 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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| − | 11) OnePager can save all project views and snapshots after editing.
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| − | Related Links:
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| − | [[Creating a NEW Project View via Pull Update - OnePager Pro for Version 5.3]] 7.13.1-53
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| − | [[REPLACING a Snapshot via Pull Update - OnePager Pro for Version 5.3]] 7.14.1-53
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| − | [[REPLACING a Snapshot via Pull Update - OnePager Express for Version 5.3]] 7.14.2-53
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| − | [[ADDING a Snapshot via Pull Update - OnePager Pro for Version 5.3]] 7.15.1-53
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| − | [[ADDING a Snapshot via Pull Update - OnePager Express for Version 5.3]] 7.15.2-53
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| − | [[Custom REPLACING a Snapshot via Pull Update - OnePager Pro for Version 5.3]] 7.16.1-53
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| − | [[Custom REPLACING a Snapshot via Pull Update - OnePager Express for Version 5.3]] 7.16.2-53
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| | (7.13.2-53) | | (7.13.2-53) |
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| − | [[Category:Version 5.3]]
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| − | [[Category:Desktop]]
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| − | [[Category:Basic Workflows]]
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| − | [[Category:Project-View Properties Form]]
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| − | [[Category:OnePager Choices Form]]
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| − | [[Category:Snapshots]]
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| − | [[Category:Project Views]]
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| − | [[Category:OnePager Express]]
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