Difference between pages "Legend Tab for Version 7.0 (OnePager Pro)" and "Testing Article1"

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(→‎Show or Hide Legend Elements Control Group)
 
(→‎Introduction)
 
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==Using the Chart Properties Form’s Legend Tab==
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==Introduction==
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{| class="wikitable" style="font-size: 150%"
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| 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: [[Testing Article1#Overview Flow Chart for OnePager Pro Desktop | Overview Flow Chart for OnePager Pro Desktop]]
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|}
  
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1) The '''Legend '''tab for the '''Chart Properties''' form looks like this:
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==Overview Flow Chart for OnePager Pro Add-in==
  
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<center>[[File:P70-15_3_1-70-(2)-10102019.png]]</center>
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<center>[[File:P70-7_1_1-70-(1)-08052019.png]]</center>
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<center>P70-15_3_1-70-(2)-10102019.png</center>
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<!--<center>P70-7_1_1-70-(1)-08052019.png</center>-->
  
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2) As with the '''Template''' form’s '''Legend''' tab, the controls in the '''Chart Properties''' form’s '''Legend''' tab are not '''enabled''' and cannot be '''edited''' until the '''Show legend''' checkbox is checked '''On'''.
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===Procedure===
  
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3) In the sub-sections that follow, each of the control groups and controls are discussed in detail.
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====Preparing the Microsoft Project Source Plan====
  
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===Layout Control Group===
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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.
  
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4) The '''Layout''' control group consists of two radio buttons that position the '''Legend''' either '''vertically''' in the chart or '''horizontally''' in the chart.
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====Launching OnePager Pro Add-In====
  
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5) The '''default''' setting is '''Vertical''' and OnePager positions the '''Legend''', when '''shown''', in the '''upper right corner '''of the '''graph'''.
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Click the '''OnePager''' button on the Microsoft Project '''ADD-INS''' ribbon tool bar tab to launch OnePager Pro at the '''OnePager Pro Start''' form.  
  
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6) The illustration below shows the '''Legend '''with the '''Horizontal''' radio button selected.
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<center>[[File:P70-7_1_1-70-(2)-08052019.png]]</center>
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<!--<center>P70-7_1_1-70-(2)-08052019.png</center>-->
  
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<center>[[File:P70-15_3_1-70-(3)-10102019.png]]</center>
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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'''.  
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<center>P70-15_3_1-70-(3)-10102019.png</center>
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7) OnePager initially positions the '''Horizontal Legend''' at the bottom of the '''graph'''.
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<center>[[File:P70-7_1_1-70-(3)-05042020.png]]</center>
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<!--<center>P70-7_1_1-70-(3)-05042020.png</center>-->
  
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8) You can perform all the '''re-positioning''', '''resizing''', and '''editing''' operations on the '''Horizontal Legend''' as are available for the '''Vertical Legend'''.
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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:
  
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9) Additionally, the '''Horizontal Legend’s context menu''' can be accesses as well as each individual '''Legend Item’s context menu''' and all allowable '''edits''' can be made.
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<center>[[File:P70-7_1_1-70-(4)-08052019.png]]</center>
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<!--<center>P70-7_1_1-70-(4)-08052019.png</center>-->
  
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10) The '''Horizontal Legend''' can be reconfigured to the '''Vertical Legend '''at any time and any '''edits''' made to the '''Horizontal Legend''' are retained in the '''Vertical Legend'''.
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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'''.  
  
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===Legend-Item and Legend-Title Font Editing Controls===
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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.
  
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11) There are two (2) sets of controls for '''editing font properties''' of the '''Legend-items''' and '''Legend-title'''.
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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:
  
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12) For both sets of controls, clicking the dropdown button in the window to the immediate right of the control’s label access the standard '''Font properties''' form as shown below:
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<center>[[File:P70-7_1_1-70-(5)-08052019.png]]</center>
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<!--<center>P70-7_1_1-70-(5)-08052019.png</center>-->
  
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<center>[[File:P70-15_3_1-70-(4)-10102019.png]]</center>
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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.
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<center>P70-15_3_1-70-(4)-10102019.png</center>
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13) There are six (6) controls in the '''Font properties''' form shown above which are standard in most applications involving '''text editing'''.
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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'''.
  
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14) '''Font Style''', implemented as a dropdown list, includes the '''font styles''' installed on your computer.
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==Overview Flow Chart for OnePager Pro Desktop==
  
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15) The '''Size''' control is a dial window where you can either click up or down or type in a desired '''font size''' integer value.
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<center>[[File:P70-7_1_2-70-(1)-08052019.png]]</center>
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<!--<center>P70-7_1_2-70-(1)-08052019.png</center> -->
  
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16)  Clicking the '''Color''' dropdown accesses the standard '''Color Chooser''' form.
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===Procedure===
  
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17)  The '''Bold''' button is a toggle that sets the selected '''text string''' as '''Bold text'''.
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====Preparing The Microsoft Project Source Plan====
  
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18) The '''Italics''' button, also a toggle, sets the selected '''text string '''as ''Italic text''.
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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.
  
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19)  The '''Underline''' button operates as a toggle that sets the selected '''text string'''s [[Underline]].
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====Launching OnePager Pro Desktop====
  
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===Legend Position Controls===
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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:
  
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20) The '''Legend position''' control group consists of a dropdown selection list and eight (8) radio buttons.
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<center>[[File:P70-7_1_2-70-(2)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(2)-08052019.png</center> -->
  
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21) The four (4) selection options for the dropdown list as shown below:
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At the completion of paragraph 6) when you click the “NEW” button, OnePager displays an abbreviated '''OnePager choices''' ('''OPC''') form.
  
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<center>[[File:P70-15_3_1-70-(5)-10102019.png]]</center>
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<center>[[File:P70-7_1_2-70-(3)-08052019.png]]</center>
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<center>P70-15_3_1-70-(5)-10102019.png</center>
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<!--<center>P70-7_1_2-70-(3)-08052019.png</center> -->
  
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22) For more information on '''Legend Position Options''', please see the article at:  [[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]] 15.2.1-70
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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:
  
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===Legend Width and Height Resizing Controls===
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<center>[[File:P70-7_1_2-70-(4)-08052019.png]]</center>
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<!--<center>P70-7_1_2-70-(4)-08052019.png</center> -->
  
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23) There two (2) controls are for '''editing''' the '''width''' and '''length '''of the '''Legend''' box in the chart as shown below:
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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.
  
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<center>[[File:P70-15_1_1-70-(10)-10092019.png]]</center>
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<center>[[File:P70-7_1_1-70-(4)-08052019.png]]</center>
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<center>P70-15_1_1-70-(10)-10092019.png</center>
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<!--<center>P70-7_1_1-70-(4)-08052019.png</center> -->
  
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24) '''Legend resizing''' using the controls in the '''Legend''' tab of the '''Chart Properties''' form is done exactly like using the corresponding controls for the '''Comment box''' at the '''Chart Properties''' form's '''Comment Boxes''' tab.
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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:
  
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25)  Given the similarity, for more information on the '''resizing '''controls shown for the '''Comment box''', please see this section of the article at:  [[Creating and Managing Comment Boxes for Version 7.0#Box Size Controls for Comment Boxes | Creating and Managing Comment Boxes-Box Size Controls for Comment Boxes]]. 13.0.1-70
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<center>[[File:P70-7_1_1-70-(5)-08052019.png]]</center>
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<!--<center>P70-7_1_1-70-(5)-08052019.png</center> -->
  
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===Background Color Controls===
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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'''.
  
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26) The '''Background color''' controls for the '''Legend''' are positioned below the '''Width and Height''' controls shown in the illustration above.
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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.  
  
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27) Clicking the window’s dropdown button accesses the standard '''Color Chooser''' form.
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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:
  
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28) You can use the standard '''Color Chooser '''form to select a '''background color''' for the '''Legend''' as well as use employ the '''No fill''' feature to give the '''Legend''' an appearance of '''transparency'''.  
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<center>[[File:P70-7_1_2-70-(5)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(5)-08052019.png</center> -->
  
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29) As with '''resizing the Legend''', the controls and approach for using the '''No fill''' feature is the same as the approach for '''Comment boxes'''.
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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.
  
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30) For more information on using the '''No fill '''controls shown for the '''Comment box''', please see this section in the article at:  [[Creating and Managing Comment Boxes for Version 7.0#Using the No fill Feature | Creating and Managing Comment Boxes-Using the No fill Feature]]. 13.0.1-70
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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'''.
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===Controlling Duplication of Legend Items===
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31) The OnePager '''Legend''' can '''show''' all task shapes and milestone shapes even if several of them have the same '''Color''' and '''Shape'''.   
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32)  This often resulted in unnecessarily busy-looking '''Legends'''. 
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33) There is a control in the '''Template''' and '''Chart Properties''' forms at the '''Legend''' tab giving you a checkbox to specifically tell OnePager '''Do not duplicate task/milestones''' items in the '''Legend '''regardless of their differences in '''color''' and/or '''shape'''. 
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34) This is shown in the '''Chart Properties''' form’s '''Legend''' tab below:
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<center>[[File:P70-15_3_1-70-(6)-10102019.png]]</center>
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<center>P70-15_3_1-70-(6)-10102019.png</center>
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35)  As an example, the '''Legend''' below shows both a blue milestone shape item and blue task shape with the '''Do not duplicate tasks/milestones''' checkbox checked '''Off''':
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<center>[[File:P70-15_3_1-70-(7)-10102019.png]]</center>
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<center>P70-15_3_1-70-(7)-10102019.png</center>
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36)  When the checkbox is checked '''On''', only the task shape for each '''color''' appears in the '''Legend'''.
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37) '''Legend items''' for milestone shapes can be suppressed by checking the '''Do not duplicate tasks/milestones''' checkbox is checked '''On''' as shown below: 
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<center>[[File:P70-15_3_1-70-(8)-10102019.png]]</center>
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<center>P70-15_3_1-70-(8)-10102019.png</center>
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38)  On occasion, it can become necessary when checking the '''Do not duplicate tasks/milestones''' checkbox '''On and Off '''to right-click on the '''Legend''' and then click the '''Rebuild Legend''' command in the '''context menu '''as shown below:
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<center>[[File:P70-15_3_1-70-(9)-10102019.png]]</center>
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<center>P70-15_3_1-70-(9)-10102019.png</center>
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39) Performing this action tells OnePager to rescan the '''graph '''and '''rebuild '''the '''Legend''' to assure that the appearance of the '''Legend''' corresponds to the information displayed in the '''Chart Editor'''.
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===Make Title Automatically and Legend Title===
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40) The '''Make title automatically''' checkbox, when checked '''On''' (the '''default setting'''), tells OnePager to automatically generate the '''Legend title '''based on the Microsoft Project '''source plan '''field '''name''' selected for '''Task Bar/Milestone Fill Color''' on the '''Task Bars''' or '''Milestone''' tabs on the '''Chart Properties''' form shown here:
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<center>[[File:P70-15_3_1-70-(10)-10102019.png]]</center>
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<center>P70-15_3_1-70-(10)-10102019.png</center>
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41)  When the checkbox is checked '''Off''', as shown below, the '''Legend title''' window under the '''Make title automatically '''checkbox is '''enabled''' and you can enter any desired '''Legend title''' for the '''Legend '''box displayed in the chart.
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<center>[[File:P70-15_3_1-70-(11)-10102019.png]]</center>
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<center>P70-15_3_1-70-(11)-10102019.png</center>
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42) If the above illustrated '''edits''' are applied, the '''Legend '''looks like this:
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<center>[[File:P70-15_3_1-70-(12)-10102019.png]]</center>
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<center>P70-15_3_1-70-(12)-10102019.png</center>
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43) If the '''Make title automatically '''checkbox is subsequently rechecked '''On''', the '''Legend title''' window is '''disabled'''.
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44) Its '''edited''' contents may remain in the window and the '''title of the Legend''' in the chart reverts to the '''Legend title '''selected for '''Task Bar/Milestone Fill Color''' on the '''Task Bars''' or '''Milestone''' tabs on the '''Chart Properties''' form as shown here:
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<center>[[File:P70-15_3_1-70-(13)-10102019.png]]</center>
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<center>P70-15_3_1-70-(13)-10102019.png</center>
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45) The '''Make title automatically''' checkbox and the '''Legend title''' window are '''disabled '''on the '''Template''' form’s '''Legend '''tab.
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===Show Legend On: Control Group===
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46) The '''Show legend on:''' control group is provided to give you specific control over where the '''Legend '''is to appear on '''multi-page outputs'''.
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47) The '''default '''setting in the '''Template '''and '''Chart Properties '''form’s '''Legend '''tab is '''All pages'''.
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48) You can click the '''Pages '''radio button in the control group to '''enable '''the entry of specific '''output page numbers''' or '''series of page numbers '''in the window to the immediate right of the radio button.
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49) The '''entry window '''accepts:
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:a) Single integer digit values separated by a comma.
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:b) A starting page number followed by a dash and an ending page number.
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:c) Combinations of these are acceptable if separated by a comma as shown below:
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<center>[[File:P70-15_3_1-70-(14)-10102019.png]]</center>
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<center>P70-15_3_1-70-(14)-10102019.png</center>
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===Show or Hide Legend Elements Control Group===
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50) The '''Show or hide legend elements''' control group provides options for how the '''Legend '''can be configured in the chart.   
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51) The '''Show or hide legend elements '''control group is shown here:
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<center>[[File:P70-15_3_1-70-(15)-10102019.png]]</center>
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<center>P70-15_3_1-70-(15)-10102019.png</center>
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52) The '''default '''settings in the '''Template '''and '''Chart Properties '''form’s '''Legend '''tab is to have the '''Title''' and '''Color/symbol items''' checkboxes checked '''On'''.
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53) When the '''Gantt-bar diagram '''checkbox is checked '''On''', with the '''Title '''and '''Color/symbol items''' checkboxes checked '''On''' as well, the '''Legend''' looks like this:
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<center>[[File:P70-15_3_1-70-(16)-10102019.png]]</center>
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<center>P70-15_3_1-70-(16)-10102019.png</center>
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54) When the '''Gantt-bar diagram '''and '''Milestone diagram''' checkboxes are checked '''On''', with the '''Title '''and '''Color/symbol items''' checkboxes checked '''On''', the '''Legend''' looks like this:
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<center>[[File:P70-15_3_1-70-(17)-10102019.png]]</center>
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<center>P70-15_3_1-70-(17)-10102019.png</center>
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===Freeze Legend When Updating===
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54) The '''Freeze legend when updating '''checkbox, where the '''default '''setting is '''Off''', prevents the '''Legend''' from being '''updated''' if new task shapes or milestone shapes are found by OnePager when you '''add or replace a snapshot'''. 
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55) To prevent or '''freeze legend updates''', check the '''Freeze legend when updating''' checkbox to '''On '''in the '''Chart Properties''' form’s '''Legend''' tab as shown below:
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<center>[[File:P70-15_3_1-70-(18)-10102019.png]]</center>
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<center>P70-15_3_1-70-(18)-10102019.png</center>
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==Related Links==
 
==Related Links==
  
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[[Managing the Legend in the Chart for Version 7.0 | Managing the Legend in the Chart]] 15.1.1-70
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[[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 -->
  
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[[Legend Editing Controls for OnePager Pro for Version 7.0 | Legend Editing Controls for OnePager Pro]] 15.3.1-70
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[[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 -->
  
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[[Legend Editing Controls for OnePager Express for Version 7.0 | Legend Editing Controls for OnePager Express]] 15.3.2-70
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[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70 -->
  
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[[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]] 15.2.1-70
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[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70 -->
  
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[[The Chart Legend for Version 7.0 (Portal) | The Chart Legend (Portal)]] 15.0.1-70
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[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70 -->
  
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[[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-70
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[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70 -->
  
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[[Creating Multi-Page Charts with Version 7.0 (Portal) | Creating Multi-Page Charts (Portal)]] 8.6.1-70
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[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-70
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[[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]]. 13.0.1-70
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[[Creating and Managing Free Boxes for Version 7.0#Resizing a Free Box | Creating and Managing Free Boxes-Resizing a Free Box]] 14.0.1-70
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[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:Editing the Chart]]
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[[Category:Add-in]]
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[[Category:Legend]]
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[[Category:Desktop]]
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[[Category:Basic Workflows]]
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[[Category:Task/Milestone Decorations]]
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[[Category:Chart Properties Form]]
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[[Category:Ribbon]]
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[[Category:OnePager Choices Form]]
 
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[[Category:Templates]]
 
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[[Category:OnePager Pro]]
 
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Revision as of 17:41, 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)

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