Difference between pages "Editing Text Columns or Swimlane Labels for Version 7.0" and "Testing Article1"

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(Introduction)
 
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==Editing Individual Text Column Cells==
+
==Introduction==
  
By default, '''text columns''' and swimlane '''labels''' are generated automatically based on data in the Microsoft Project or Microsoft Excel '''source plan'''. However, they can be '''edited''' manually.   
+
This article is divided into two major sections below.  The first major section is for OnePager Pro Add-in and the second major section is for OnePager Pro DesktopPlease use this link to skip the OnePager Pro Add-in section immediately below to go to the OnePager Pro Desktop section at: [[Testing Article1#Overview Flow Chart for OnePager Pro Desktop | Overview Flow Chart for OnePager Pro Desktop]].
  
Use the following two step procedure:
+
==Overview Flow Chart for OnePager Pro Add-in==
  
1) Right clicking any '''text column''' cell accesses the following '''context menu''':
+
<center>[[File:P70-7_1_1-70-(1)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(1)-08052019.png</center>-->
  
<center>[[File:P60-12_3_1-60-(1)-11152016.png]]</center>
+
===Procedure===
<center>P60-12_3_1-60-(1)-11152016.png</center>
+
  
2) Choose the '''Edit text''' command to '''edit''' a '''text column''' cell. The '''Enter text''' form (shown below) appears in which the '''text column''' cell information can be added, changed, or deleted.
+
====Preparing the Microsoft Project Source Plan====
  
<center>[[File:P60-12_3_1-60-(2)-11152016.png]]</center>
+
Launch Microsoft Project and access the required Microsoft Project '''source plan'''. Set the '''Flags/Numbers''' field into the Microsoft Project '''source plan'''. This is the '''flag''' that OnePager uses to determine which tasks and milestones to '''import'''.  Determine which of the tasks and milestones are to be included and set the '''Flags/Numbers''' field cell to '''Yes''' for these while leaving the remainder of the task's and milestone's '''Flag''' field set to '''No''', '''0''', or blank.
<center>P60-12_3_1-60-(2)-11152016.png</center>
+
  
==Editing All Text Column Cells in a Row Using the OnePager Tool Bar==
+
====Launching OnePager Pro Add-In====
  
1) When a chart has multiple '''Text Columns''' displayed you find it more efficient to '''edit''' the text in these cells using the '''editing tools''' on the OnePager tool bar.
+
Click the '''OnePager''' button on the Microsoft Project '''ADD-INS''' ribbon tool bar tab to launch OnePager Pro at the '''OnePager Pro Start''' form.  
  
2) Suppose we want to change the '''font size''' and '''font color''' of the '''text column''' cell's contents in a particular row. We can do this in a few steps:
+
<center>[[File:P70-7_1_1-70-(2)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(2)-08052019.png</center>-->
  
:a)  First, use a left-click to select the row by clicking in either of the '''text column''' cells as shown below:
+
If you need to adjust settings in the OnePager current '''Template Properties''' form before launching OnePager Pro, click the '''Template...''' button on the Micosoft Project '''ADD-INS''' ribbon tool bar tab accesses a window with the '''Template Properties'''  form which can be '''edited''' and '''saved'''.
  
<center>[[File:P61-12_3_1-61-(2A)-11012017.png]]</center>
+
<center>[[File:P70-7_1_1-70-(3)-05042020.png]]</center>
<center>P61-12_3_1-61-(2A)-11012017.png</center>
+
<!--<center>P70-7_1_1-70-(3)-05042020.png</center>-->
  
:b) Once the '''text column''' cells are selected, go to the '''Font''' section of the tool bar and, for example, increase the '''font sizes''' in these two cells as shown below:
+
The '''Template Properties''' form is very similar to the OnePager '''Chart Properties''' form which is described elsewhere.  Once the desired '''edits''' to the current '''Template Properties''' form are made, '''save''' the '''Template Properties''' form and return to paragraph 5) above. At the completion of paragraph 5) when you click the '''NEW''' button, OnePager accesses the '''OnePager choices''' ('''OPC''') form as shown below:
  
<center>[[File:P61-12_3_1-61-(2B)-11012017.png]]</center>
+
<center>[[File:P70-7_1_1-70-(4)-08052019.png]]</center>
<center>P61-12_3_1-61-(2B)-11012017.png</center>
+
<!--<center>P70-7_1_1-70-(4)-08052019.png</center>-->
  
:c) Finally, we'll change the selected '''text column''' cell's context by changing the text's '''color''' from black to redTo do this, use the OnePager tool bar's text '''Color Chooser''' as shown below to do this::
+
It is recommended that the '''chart name''' selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the '''Select Tasks with ‘YES’ in field:''' is showing '''Flag20''' as a default. Most users select '''Flag20''' to tell OnePager which tasks and milestones to '''import''' but any of the 20 '''Flag''' fields or any of the 20 '''Number''' fields can be usedIt 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'''.
  
<center>[[File:P61-12_3_1-61-(2C)-11012017.png]]</center>
+
The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the chart 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.
<center>P61-12_3_1-61-(2C)-11012017.png</center>
+
  
3) When you have a chart with single or multiple '''Text Column''' you can us the '''editing tools''' on the OnePager tool bar to '''edit''' the text in the cells selected.
+
Finally, note that the '''Show field mappings''' checkbox is checked '''ON''' as shown above. Checking this checkbox '''ON''' and pressing the '''Next>''' button takes you to the second page of the '''OPC''' form shown below:
  
:a) Do left-click in any '''Text Column''' text cell selects the entire row and activate the tool bars '''editing tools'''. Where there are multiple '''text column''' cells selected, any '''editing''' actions applies to all selected cells.  
+
<center>[[File:P70-7_1_1-70-(5)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(5)-08052019.png</center>-->
  
:b) The '''editing tools''' available are in the '''Font, Format, and Alignment''' groups of the tool bar.  
+
This form allows you to '''edit''' which Microsoft Project '''source plan''' fields are used for various purposes such as the '''Start''' field and the '''Color by''' field. The '''Edit current template''' button also gives you a second opportunity to '''edit''' many more initial properties of the chart by accessing the current '''Template Properties''' form.  Once these choices are confirmed or '''edited''', click the '''Create new chart''' button and OnePager '''imports''' the '''flagged data''' and creates the chart.
  
:c) Additionally, the left-click can be used in combination with the CTL key to select multiple non-contiguous rows or with the Shift key to select a set of contiguous rows for text cell '''editing'''.  
+
Once the chart is created, you can '''edit''' by right-clicking task bars and milestone symbols and using the context menus commands.  You can also left-click on task bars and milestone symbols and use the '''editing Icons''' on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from '''row to row''' in the chart. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the OnePager '''Home''' ribbon tool bar tab and then '''paste''' the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document.  If the chart 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. OnePager can '''save''' all charts and snapshots after '''editing'''.
  
:d) Using the '''editing tools''' on the OnePager tool bar is a faster way to '''edit''' '''Text Column''' text cell on your chart.
+
==Overview Flow Chart for OnePager Pro Desktop==
  
==Editing An Individual Text Column Cells in a Row Using the OnePager Tool Bar==
+
<center>[[File:P70-7_1_2-70-(1)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(1)-08052019.png</center> -->
  
1) The previous section described how to '''edit''' all '''text column''' cells in a row using the OnePager tool bar.  There is a way to '''edit''' an individual '''text column''' cell in a row where there are multiple '''text columns''' by selecting the desired '''text column''' cell with what is called a '''slow double-click'''.
+
===Procedure===
  
2) The '''slow double-click''' is a two-step set of actions on your mouse left click key. 
+
====Preparing The Microsoft Project Source Plan====
  
:a) First, position the mouse on the '''text column''' cell you which to selectDo a first left-click as shown below:  
+
After launching Microsoft Project with your desired '''source plan''', set '''Flags/Numbers''' field into the Microsoft Project '''source plan'''. This is the '''Flag''' that OnePager uses to determine which tasks and milestones to '''import'''Determine which of the tasks and milestones are to be included and set the '''Flags/Numbers''' field cell to '''Yes''' for these while leaving the remainder of the task's and milestone's '''Flag''' field set to '''No''', '''0''', or blank. At this point your Microsoft Project '''source plan''' can be '''saved''' and '''closed'''.  The '''Desk top''' version of OnePager Pro does not require that the Microsoft Project '''source plan''' be launched first. The part of the procedure described above are in preparation  for using the '''Desk top''' version of OnePager Pro.
  
<center>[[File:P61-12_3_1-61-(2D)-11012017.png]]</center>
+
====Launching OnePager Pro Desktop====
<center>P61-12_3_1-61-(2D)-11012017.png</center>
+
  
:b)  Next, wait between a half-second and two-seconds before doing your second left-click and you should have a result as shown here:
+
Launch OnePager from the '''Desktop Icon'''. The OnePager '''splash page''' appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Pro Start''' form as shown below:
  
<center>[[File:P61-12_3_1-61-(2E)-11012017.png]]</center>
+
<center>[[File:P70-7_1_2-70-(2)-08052019.png]]</center>
<center>P61-12_3_1-61-(2E)-11012017.png</center>
+
<!--<center>P70-7_1_2-70-(2)-08052019.png</center> -->
  
:c) When performed in this sequence with the appropriate delay between successive clicks, OnePager selects a single '''text column''' cell as shown below:
+
At the completion of paragraph 6) when you click the “NEW” button, OnePager displays an abbreviated '''OnePager choices''' ('''OPC''') form.
  
<center>[[File:P61-12_3_1-61-(2F)-11012017.png]]</center>
+
<center>[[File:P70-7_1_2-70-(3)-08052019.png]]</center>
<center>P61-12_3_1-61-(2F)-11012017.png</center>
+
<!--<center>P70-7_1_2-70-(3)-08052019.png</center> -->
  
==Editing Swimlane Labels==
+
When you click the '''Select''' button shown above, OnePager then provides 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''' as shown above. Clicking the '''BROWSE FILES…''' option as shown above accesses a Windows '''Open''' form where you can select a Microsoft Project '''source plan''' to load as shown here:
  
1) Right clicking a swimlane '''label''' accesses the following '''context menu''':
+
<center>[[File:P70-7_1_2-70-(4)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(4)-08052019.png</center> -->
  
<center>[[File:P60-12_3_1-60-(3)-11152016.png]]</center>
+
When you click the '''Open''' button on the Windows '''Open''' form above, OnePager loads the selected Microsoft Project '''source plan''' and provide you with the expanded '''OPC''' form so that you can confirm or '''edit''' the settings before OnePager creates the new chart.
<center>P60-12_3_1-60-(3)-11152016.png</center>
+
  
2) Choose the '''Edit swimlane label''' command to '''edit''' the swimlane '''label'''. The '''Enter text''' form (shown below) appears in which the '''label text''' can be added, changed, or deleted.
+
<center>[[File:P70-7_1_1-70-(4)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(4)-08052019.png</center> -->
  
<center>[[File:P61-12_3_1-61-(4)-11012017.png]]</center>
+
As shown above, OnePager displays the loaded Microsoft Project '''source plan''' in the '''Selected File(s)''' group of the '''OPC''' form. You can use the '''Add/Remove''' feature (described elsewhere) to '''edit''' the choice of Microsoft Project '''source plan''', add additional files to the '''source packet''', and remove files. Clicking the '''Add/Modify''' button accesses the '''Data source selection''' form as shown below:
<center>P61-12_3_1-61-(4)-11012017.png</center>
+
  
==Related Link==
+
<center>[[File:P70-7_1_1-70-(5)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(5)-08052019.png</center> -->
  
[[Resizing the Width of Text Columns and Swimlanes for Version 7.0 | Resizing the Width of Text Columns and Swimlanes]] 12.8.1-70
+
It is recommended that the '''chart name''' selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the '''Select Tasks with ‘YES’ in field:''' is showing '''Flag20''' as a default. Most users select '''Flag20''' to tell OnePager which tasks  and milestones 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'''.  
  
(12.3.1-70)
+
The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the chart 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.
 +
 
 +
Finally, note that the '''Show file mappings''' checkbox is checked '''ON''' as shown above.  Checking this checkbox '''ON''' and pressing the '''Next&gt;''' button takes you to the second page of the '''OPC''' form shown below:
 +
 
 +
<center>[[File:P70-7_1_2-70-(5)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(5)-08052019.png</center> -->
 +
 
 +
This form allows you to '''edit''' which Microsoft Project '''source plan''' fields are used for various purposes such as the '''Start''' field and the '''Color by''' field.  The '''Edit current template''' button also gives you a second opportunity to '''edit''' many more initial properties of the chart by accessing the current '''Template Properties''' form. Once these choices are confirmed or '''edited''', click the '''Create new chart''' button and OnePager '''imports''' the '''flagged data''' and creates the chart.
 +
 
 +
Once the chart is created, you can '''edit''' by right-clicking task bars and milestone symbols and using the context menus commands.  You can also left-click on task bars and milestone symbols and use the '''editing Icons''' on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from '''row to row''' in the chart. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the OnePager '''Home''' ribbon tool bar tab and then '''paste''' the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document.  If the chart 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. OnePager can '''save''' all charts and snapshots after '''editing'''.
 +
 
 +
==Related Links==
 +
 
 +
[[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] <!--7.13.1-70 -->
 +
 
 +
[[Creating a NEW Chart via Pull Operation - OnePager Express  for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] <!--7.13.2-70 -->
 +
 
 +
[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70 -->
 +
 
 +
[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70 -->
 +
 
 +
[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70 -->
 +
 
 +
[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70 -->
 +
 
 +
[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-70 -->
 +
 
 +
[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-70 -->
 +
 
 +
[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-70 -->
 +
 
 +
(7.1.1-70, 7.1.2-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
[[Category:Charts]]
+
[[Category:Add-in]]
[[Category:Templates]]
+
[[Category:Desktop]]
 +
[[Category:Basic Workflows]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
[[Category:Editing the Chart]]
+
[[Category:Charts]]
[[Category:Rows and Swimlanes]]
+
[[Category:OnePager Choices Form]]
[[Category:Labels]]
+
[[Category:Text Columns]]
+
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
[[Category:Mavericks]]
 
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
[[Category:OnePager Express]]
 

Revision as of 17:21, 1 February 2021

Introduction

This article is divided into two major sections below. The first major section is for OnePager Pro Add-in and the second major section is for OnePager Pro Desktop. Please use this link to skip the OnePager Pro Add-in section immediately below to go to the OnePager Pro Desktop section at: Overview Flow Chart for OnePager Pro Desktop.

Overview Flow Chart for OnePager Pro Add-in

P70-7 1 1-70-(1)-08052019.png

Procedure

Preparing the Microsoft Project Source Plan

Launch Microsoft Project and access the required Microsoft Project source plan. Set the Flags/Numbers field into the Microsoft Project source plan. This is the flag that OnePager uses to determine which tasks and milestones to import. Determine which of the tasks and milestones are to be included and set the Flags/Numbers field cell to Yes for these while leaving the remainder of the task's and milestone's Flag field set to No, 0, or blank.

Launching OnePager Pro Add-In

Click the OnePager button on the Microsoft Project ADD-INS ribbon tool bar tab to launch OnePager Pro at the OnePager Pro Start form.

P70-7 1 1-70-(2)-08052019.png

If you need to adjust settings in the OnePager current Template Properties form before launching OnePager Pro, click the Template... button on the Micosoft Project ADD-INS ribbon tool bar tab accesses a window with the Template Properties form which can be edited and saved.

P70-7 1 1-70-(3)-05042020.png

The Template Properties form is very similar to the OnePager Chart Properties form which is described elsewhere. Once the desired edits to the current Template Properties form are made, save the Template Properties form and return to paragraph 5) above. At the completion of paragraph 5) when you click the NEW button, OnePager accesses the OnePager choices (OPC) form as shown below:

P70-7 1 1-70-(4)-08052019.png

It is recommended that the chart name selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the Select Tasks with ‘YES’ in field: is showing Flag20 as a default. Most users select Flag20 to tell OnePager which tasks and milestones 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.

The Snapshot date represents the time now or as-of date for the chart 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.

Finally, note that the Show field mappings checkbox is checked ON as shown above. Checking this checkbox ON and pressing the Next> button takes you to the second page of the OPC form shown below:

P70-7 1 1-70-(5)-08052019.png

This form allows you to edit which Microsoft Project source plan fields are used for various purposes such as the Start field and the Color by field. The Edit current template button also gives you a second opportunity to edit many more initial properties of the chart by accessing the current Template Properties form. Once these choices are confirmed or edited, click the Create new chart button and OnePager imports the flagged data and creates the chart.

Once the chart is created, you can edit by right-clicking task bars and milestone symbols and using the context menus commands. You can also left-click on task bars and milestone symbols and use the editing Icons on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from row to row in the chart. When the desired editing is complete, click the Copy to Clipboard button on the OnePager Home ribbon tool bar tab and then paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the chart 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. OnePager can save all charts and snapshots after editing.

Overview Flow Chart for OnePager Pro Desktop

P70-7 1 2-70-(1)-08052019.png

Procedure

Preparing The Microsoft Project Source Plan

After launching Microsoft Project with your desired source plan, set Flags/Numbers field into the Microsoft Project source plan. This is the Flag that OnePager uses to determine which tasks and milestones to import. Determine which of the tasks and milestones are to be included and set the Flags/Numbers field cell to Yes for these while leaving the remainder of the task's and milestone's Flag field set to No, 0, or blank. At this point your Microsoft Project source plan can be saved and closed. The Desk top version of OnePager Pro does not require that the Microsoft Project source plan be launched first. The part of the procedure described above are in preparation for using the Desk top version of OnePager Pro.

Launching OnePager Pro Desktop

Launch OnePager from the Desktop Icon. The OnePager splash page appears briefly followed by the OnePager Chart Editor form displaying the OnePager Pro Start form as shown below:

P70-7 1 2-70-(2)-08052019.png

At the completion of paragraph 6) when you click the “NEW” button, OnePager displays an abbreviated OnePager choices (OPC) form.

P70-7 1 2-70-(3)-08052019.png

When you click the Select button shown above, OnePager then provides 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 as shown above. Clicking the BROWSE FILES… option as shown above accesses a Windows Open form where you can select a Microsoft Project source plan to load as shown here:

P70-7 1 2-70-(4)-08052019.png

When you click the Open button on the Windows Open form above, OnePager loads the selected Microsoft Project source plan and provide you with the expanded OPC form so that you can confirm or edit the settings before OnePager creates the new chart.

P70-7 1 1-70-(4)-08052019.png

As shown above, OnePager displays the loaded Microsoft Project source plan in the Selected File(s) group of the OPC form. You can use the Add/Remove feature (described elsewhere) to edit the choice of Microsoft Project source plan, add additional files to the source packet, and remove files. Clicking the Add/Modify button accesses the Data source selection form as shown below:

P70-7 1 1-70-(5)-08052019.png

It is recommended that the chart name selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the Select Tasks with ‘YES’ in field: is showing Flag20 as a default. Most users select Flag20 to tell OnePager which tasks and milestones 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.

The Snapshot date represents the time now or as-of date for the chart 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.

Finally, note that the Show file mappings checkbox is checked ON as shown above. Checking this checkbox ON and pressing the Next> button takes you to the second page of the OPC form shown below:

P70-7 1 2-70-(5)-08052019.png

This form allows you to edit which Microsoft Project source plan fields are used for various purposes such as the Start field and the Color by field. The Edit current template button also gives you a second opportunity to edit many more initial properties of the chart by accessing the current Template Properties form. Once these choices are confirmed or edited, click the Create new chart button and OnePager imports the flagged data and creates the chart.

Once the chart is created, you can edit by right-clicking task bars and milestone symbols and using the context menus commands. You can also left-click on task bars and milestone symbols and use the editing Icons on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from row to row in the chart. When the desired editing is complete, click the Copy to Clipboard button on the OnePager Home ribbon tool bar tab and then paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the chart 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. OnePager can save all charts and snapshots after editing.

Related Links

Creating a NEW Chart via Pull Operation - OnePager Pro

Creating a NEW Chart 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

(7.1.1-70, 7.1.2-70)