Difference between revisions of "Easier Multi-Source File Reports"

Revision as of 15:26, 11 December 2015

It’s now easier than ever to build OnePager project views from multiple data sources. Microsoft Project users can link multiple Microsoft Project documents to their OnePager Pro reports without the need for a master file or Microsoft Project integrated master schedule (IMS). Once you have created or prepared your multiple Microsoft Project or Microsoft Excel files, OnePager Pro or Express provides you with controls to efficiently create multi-project project view. Additionally, updating and creating new project view snapshots is made considerable easier because OnePager keeps the information necessary to later associate the Microsoft Project or Microsoft Excel files with the multi-project project view to be updated. Below is an example.

1) Using the new OnePager Pro Version 5.3 Desktop application, for example, we’ll show you how to create a multi-file project view from four (4) individual Microsoft Project source files shown below:

2) Given the four Microsoft Project source files shown above, it is a simple matter to combine these four into a single project view. First, launch OnePager Pro Version 5.3 from the Desktop and when the “OnePager Start” form appears click the “NEW” button:

3) This action will bring up the abbreviated “OnePager choices” form where you’ll see the “Select” button. Click the “Select” button and OnePager will display a Window’s “Open” form. Navigate to where the four Microsoft Project source files are stored as in the illustration below and select the first source file and click “Open”:

4) After you’ve made your first Microsoft Project source file selection, the “OnePager choices” form will expand as shown below. At this point, click the “Add/Remove” button in the top right corner and the OnePager “Data source selection” form will appear showing the first Microsoft Project source file you selected. Then, click the “Add” button on the “Data source selection” form and the “BROWSE” option to bring up the Windows “Open” form from before. At this point select your next Microsoft Project source file and click ‘Open” as shown below:

5) Repeat these steps until the “Data source selection” form’s window shows all four Microsoft Project source files desired for this multi-file project view as shown here:

6) When you click the “OK” button on the “Data source selection” form the “OnePager choices” form will be updated and you can now specify the project view name and snapshot date as well as any other modifications you wish to make at this point as shown below:

7) Clicking the “Create new project view” button shown above will generate the multi-file project view as seen below:

8) Periodically you will most likely update the a project view to reflect changes in the project plan.. To do so, first make the appropriate updates to the respective Microsoft Project source files. When that is done, launch OnePager Pro Version 5.3 from the desktop and select the “UPDATE” function from the “OnePager Start” form. Clicking the “UPDATE” button will show available project view files. Now, select the project view to be updated as shown below:

9) At this point, OnePager Pro will again display the “OnePager choices” form to allow you to make any changes and specifically to set the snapshot date as shown below:

10) When you click the “New” button on the “OnePager choices” form above, OnePager Pro will create an updated snapshot of the project view. In the example shown below, the snapshot date is 10/28/2015 and the Project Start Up file was updated with %Complete information.

11) This same sequence may be performed with the Add-in version of OnePager Pro Version 5.3, the desktop version of OnePager Express 5.3, and the Add-in version of OnePager Express Version 5.3 behave in exactly the same way as shown in the above procedure.

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