Difference between revisions of "Making Multi-Project Charts for Planisware Enterprise for Version 7.2"
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After configuring your Planisware Enterprise '''source plan''' with the '''Campaign responsible''' field and the necessary '''multi-project''' schedule data, you can create a useful '''multi-project''' chart by following the steps described in the next section. | After configuring your Planisware Enterprise '''source plan''' with the '''Campaign responsible''' field and the necessary '''multi-project''' schedule data, you can create a useful '''multi-project''' chart by following the steps described in the next section. | ||
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===Creating a NEW Chart from a Multi-Project Source Plan=== | ===Creating a NEW Chart from a Multi-Project Source Plan=== | ||
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<center>[[File:P72-8_5_7-72-(3)-10032023.png]]</center> | <center>[[File:P72-8_5_7-72-(3)-10032023.png]]</center> | ||
| − | <center>P72-8_5_7-72-(3)-10032023.png</center> | + | <!--<center>P72-8_5_7-72-(3)-10032023.png</center> |
For this illustration, we'll select the '''source plan''' named '''BlueGrass Project - RSF (on Planisware Enterprise)'''. When we do this, the '''OPC''' form is expanded to look like this: | For this illustration, we'll select the '''source plan''' named '''BlueGrass Project - RSF (on Planisware Enterprise)'''. When we do this, the '''OPC''' form is expanded to look like this: | ||
<center>[[File:P72-8_5_7-72-(3A)-10032023.png]]</center> | <center>[[File:P72-8_5_7-72-(3A)-10032023.png]]</center> | ||
| − | <center>P72-8_5_7-72-(3A)-10032023.png</center> | + | <!--<center>P72-8_5_7-72-(3A)-10032023.png</center> |
Before creating the '''NEW multi-project''' chart we must change the '''Template Properties''' form to support the creation of a chart from a '''multi-project source plan''' as described below. | Before creating the '''NEW multi-project''' chart we must change the '''Template Properties''' form to support the creation of a chart from a '''multi-project source plan''' as described below. | ||
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<center>[[File:P72-8_5_7-72-(3B)-10032023.png]]</center> | <center>[[File:P72-8_5_7-72-(3B)-10032023.png]]</center> | ||
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Clicking the '''Change''' button accesses the folder where OnePager stores Planisware Enterprise '''Template Properties''' forms distributed with the product as shown above. Select the '''Multi-Project Gantt Chart - Detailed for Planisware''' entry in the window shown above and click the '''Open''' button at the bottom of the form. When you click the '''Open''' button on the '''Open''' form shown above, OnePager changes the current '''Template Properties''' form to the '''Multi-Project Gantt Chart – Detailed for Planisware Template'''. | Clicking the '''Change''' button accesses the folder where OnePager stores Planisware Enterprise '''Template Properties''' forms distributed with the product as shown above. Select the '''Multi-Project Gantt Chart - Detailed for Planisware''' entry in the window shown above and click the '''Open''' button at the bottom of the form. When you click the '''Open''' button on the '''Open''' form shown above, OnePager changes the current '''Template Properties''' form to the '''Multi-Project Gantt Chart – Detailed for Planisware Template'''. | ||
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<center>[[File:P72-8_5_7-72-(4)-10032023.png]]</center> | <center>[[File:P72-8_5_7-72-(4)-10032023.png]]</center> | ||
| − | <center>P72-8_5_7-72-(4)-10032023.png</center> | + | <!--<center>P72-8_5_7-72-(4)-10032023.png</center> |
Next, check your '''field mapping settings''' or make any '''Template Properties''' form adjustments. When you are finished, click the '''Create new chart''' button on the second page. OnePager generates a '''multi-project''' chart that looks like this: | Next, check your '''field mapping settings''' or make any '''Template Properties''' form adjustments. When you are finished, click the '''Create new chart''' button on the second page. OnePager generates a '''multi-project''' chart that looks like this: | ||
<center>[[File:P72-8_5_7-72-(5)-10032023.png]]</center> | <center>[[File:P72-8_5_7-72-(5)-10032023.png]]</center> | ||
| − | <center>P72-8_5_7-72-(5)-10032023.png</center> | + | <!--<center>P72-8_5_7-72-(5)-10032023.png</center> |
The chart above represents two separate '''campaigns''' using the swimlanes to organize the tasks/milestones for each '''campaign''' grouping. As the '''campaigns''' progress and additional '''campaigns''' are added, the additional swimlanes with their corresponding rows are added to the chart in future snapshots. | The chart above represents two separate '''campaigns''' using the swimlanes to organize the tasks/milestones for each '''campaign''' grouping. As the '''campaigns''' progress and additional '''campaigns''' are added, the additional swimlanes with their corresponding rows are added to the chart in future snapshots. | ||
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<center> | <center> | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[REPLACING a Snapshot via Pull Operation for Version 7.2 | REPLACING a Snapshot via Pull Operation]] 7.14.1-72 | + | | [[REPLACING a Snapshot via Pull Operation for Version 7.2 | REPLACING a Snapshot via Pull Operation]] <!--7.14.1-72 |
|- | |- | ||
| − | | [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] 7.15.1-72 | + | | [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] <!--7.15.1-72 |
|} | |} | ||
</center> | </center> | ||
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<center>[[File:P72-8_5_7-72-(6)-10032023.png]]</center> | <center>[[File:P72-8_5_7-72-(6)-10032023.png]]</center> | ||
| − | <center>P72-8_5_7-72-(6)-10032023.png</center> | + | <!--<center>P72-8_5_7-72-(6)-10032023.png</center> |
Validating the contents of the '''source packet''' and assuring that these are the Planisware Enterprise '''source plans''' that were '''updated''' is an essential step before proceeding to perform a chart '''update'''. | Validating the contents of the '''source packet''' and assuring that these are the Planisware Enterprise '''source plans''' that were '''updated''' is an essential step before proceeding to perform a chart '''update'''. | ||
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<center> | <center> | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Merging the Wrong Tasks into a Chart for Version 7.2 - OnePager Bundle - Planisware Enterprise#The Internal number Field | Planisware Enterprise - The Internal number Field]] 7.22.3-72 | + | | [[Merging the Wrong Tasks into a Chart for Version 7.2 - OnePager Bundle - Planisware Enterprise#The Internal number Field | Planisware Enterprise - The Internal number Field]] <!--7.22.3-72 |
|} | |} | ||
</center> | </center> | ||
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<center>'''Project B'''</center> | <center>'''Project B'''</center> | ||
<center>[[File:P72-8_5_7-72-(8)-10032023.png]]</center> | <center>[[File:P72-8_5_7-72-(8)-10032023.png]]</center> | ||
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<center>'''Project C'''</center> | <center>'''Project C'''</center> | ||
<center>[[File:P72-8_5_7-72-(8A)-10032023.png]]</center> | <center>[[File:P72-8_5_7-72-(8A)-10032023.png]]</center> | ||
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====Important Note==== | ====Important Note==== | ||
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<center>[[File:P72-8_5_7-72-(9)-10032023.png]]</center> | <center>[[File:P72-8_5_7-72-(9)-10032023.png]]</center> | ||
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When the steps above are completed and the '''Template Properties''' form for is '''updated''', click the '''Save and use''' button to make the modified '''Template Properties''' form the current '''Template'''. | When the steps above are completed and the '''Template Properties''' form for is '''updated''', click the '''Save and use''' button to make the modified '''Template Properties''' form the current '''Template'''. | ||
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<center>[[File:P72-8_5_7-72-(10)-10032023.png]]</center> | <center>[[File:P72-8_5_7-72-(10)-10032023.png]]</center> | ||
| − | <center>P72-8_5_7-72-(10)-10032023.png</center> | + | <!--<center>P72-8_5_7-72-(10)-10032023.png</center> |
Note that the '''Project A''' Planisware Enterprise '''source plan''' appears in the '''Selected File(s)''' group and that the '''Add/Remove''' button is active. | Note that the '''Project A''' Planisware Enterprise '''source plan''' appears in the '''Selected File(s)''' group and that the '''Add/Remove''' button is active. | ||
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<center>[[File:P72-8_5_7-72-(11)-10032023.png]]</center> | <center>[[File:P72-8_5_7-72-(11)-10032023.png]]</center> | ||
| − | <center>P72-8_5_7-72-(11)-10032023.png</center> | + | <!--<center>P72-8_5_7-72-(11)-10032023.png</center> |
We want to now '''add''' the second Planisware Enterprise '''source plan''' to the '''source packet'''. To do this, click the '''ADD''' button in the '''Data source selection''' form and a Windows '''Open''' form appears. Navigate to the desired '''source plan''', select it, and then click the '''Open''' button as shown below: | We want to now '''add''' the second Planisware Enterprise '''source plan''' to the '''source packet'''. To do this, click the '''ADD''' button in the '''Data source selection''' form and a Windows '''Open''' form appears. Navigate to the desired '''source plan''', select it, and then click the '''Open''' button as shown below: | ||
<center>[[File:P72-8_5_7-72-(12)-10032023.png]]</center> | <center>[[File:P72-8_5_7-72-(12)-10032023.png]]</center> | ||
| − | <center>P72-8_5_7-72-(12)-10032023.png</center> | + | <!--<center>P72-8_5_7-72-(12)-10032023.png</center> |
Repeat the process shown above to add the third Planisware Enterprise '''source plan''' to the '''source packet'''. | Repeat the process shown above to add the third Planisware Enterprise '''source plan''' to the '''source packet'''. | ||
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<center>[[File:P72-8_5_7-72-(13)-10032023.png]]</center> | <center>[[File:P72-8_5_7-72-(13)-10032023.png]]</center> | ||
| − | <center>P72-8_5_7-72-(13)-10032023.png</center> | + | <!--<center>P72-8_5_7-72-(13)-10032023.png</center> |
When you click the '''OK''' button above, the '''OPC''' form is '''updated''' to reflect that three (3) '''source plans''' are in the '''source packet''' and the '''title''' for the new chart that we typed in as shown here: | When you click the '''OK''' button above, the '''OPC''' form is '''updated''' to reflect that three (3) '''source plans''' are in the '''source packet''' and the '''title''' for the new chart that we typed in as shown here: | ||
<center>[[File:P72-8_5_7-72-(14)-10032023.png]]</center> | <center>[[File:P72-8_5_7-72-(14)-10032023.png]]</center> | ||
| − | <center>P72-8_5_7-72-(14)-10032023.png</center> | + | <!--<center>P72-8_5_7-72-(14)-10032023.png</center> |
====Create the NEW OnePager - Planisware Enterprise Multi-Project Chart==== | ====Create the NEW OnePager - Planisware Enterprise Multi-Project Chart==== | ||
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<center>[[File:P72-8_5_7-72-(15)-10032023.png]]</center> | <center>[[File:P72-8_5_7-72-(15)-10032023.png]]</center> | ||
| − | <center>P72-8_5_7-72-(15)-10032023.png</center> | + | <!--<center>P72-8_5_7-72-(15)-10032023.png</center> |
Once you '''merge''' all your projects into a single snapshot, you can now '''add''' a new snapshot to the chart to show how tasks changed. | Once you '''merge''' all your projects into a single snapshot, you can now '''add''' a new snapshot to the chart to show how tasks changed. | ||
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{| class="wikitable" | {| class="wikitable" | ||
| − | | [[REPLACING a Snapshot via Pull Operation for Version 7.2 | REPLACING a Snapshot via Pull Operation]] 7.14.1-72 | + | | [[REPLACING a Snapshot via Pull Operation for Version 7.2 | REPLACING a Snapshot via Pull Operation]] <!--7.14.1-72 |
|- | |- | ||
| − | | [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] 7.15.1-72 | + | | [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] <!--7.15.1-72 |
|} | |} | ||
</center> | </center> | ||
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<center>[[File:P72-8_5_7-72-(16)-10032023.png]]</center> | <center>[[File:P72-8_5_7-72-(16)-10032023.png]]</center> | ||
| − | <center>P72-8_5_7-72-(16)-10032023.png</center> | + | <!--<center>P72-8_5_7-72-(16)-10032023.png</center> |
Validating the contents of the '''source packet''' and assuring that these are the Planisware Enterprise '''source plans''' that were '''updated''' is an essential step before proceeding to perform a project '''update'''. | Validating the contents of the '''source packet''' and assuring that these are the Planisware Enterprise '''source plans''' that were '''updated''' is an essential step before proceeding to perform a project '''update'''. | ||
Revision as of 18:51, 9 January 2024
Overview
One of the strength of OnePager is its ability to create compact visual representations of multiple projects that are part of a single Planisware Enterprise import source plan as well as create OnePager charts from multiple single Planisware Enterprise files. These can be several projects that belong to one program or they can be several projects and programs in an organization’s portfolio. Representing multiple projects originating in a single Planisware Enterprise source plan can, therefore, be easily done with the creative selection of Row and Swimlane fields from the Planisware Enterprise source plan.
The OnePager Bundle Standalone application can import these multi-project Planisware Enterprise import source plans and produce multi-project charts.
Additionally, OnePager has the capability to build multi-project charts from individual Planisware Enterprise exported files.
Creating a Multi-Project Chart from a Multi-Project Planisware Enterprise Import Source Plan
One method for using a single Planisware Enterprise import source plan is to add a field to your source plan with any appropriate field name. In the illustration which follows we've added the Planisware Enterprise field name of Campaign responsible and populated the column with two individual names who are responsible. This name is recognized by OnePager and is utilized in multi-project Template Properties form shipped with the product. An example Planisware Enterprise source plan with the Campaign responsible field is shown below:
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Related Links
(8.5.7-72)
