Difference between revisions of "Managing Templates for OnePager Live (Portal)"

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(Created page with "==About Managing Templates== 24.0.1-OPL 1) The OnePager '''template''' specifies the initial appearance of each new project view. It is the '''template''' from which a new p...")
 
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==About Managing Templates==
 
==About Managing Templates==
  
−
24.0.1-OPL
+
24.0.1-OPL2  7/12/2017
  
−
1) The OnePager '''template''' specifies the initial appearance of each new project view. It is the '''template''' from which a new project view is created and from which all of the settings in the Project-View Properties ('''PVP''') form are initially populated.     
+
1) The OnePager '''Template''' specifies the initial appearance of each new project view. It is the '''Template''' from which a new project view is created and from which all of the settings in the Project-View Properties ('''PVP''') form are initially populated.     
  
−
2) A '''template''' is a great way to achieve standardization across projects and across people!  If everyone starts with the same '''template''', then the resulting project views will adhere to standards that make it much easier for your audiences to digest..
+
2) A '''Template''' is a great way to achieve standardization across projects and across people!  If everyone starts with the same '''Template''', then the resulting project views will adhere to standards that make it much easier for your audiences to digest..
  
−
3) The '''template''' is also the place where you have the largest number of Microsoft Project or Microsoft Excel plan columns from which to import into OnePager.   Mentioning a source plan column in the '''template''' will assure that OnePager will import that information when the project view is first created.
+
3) The '''Template''' is another place where you have a number of Microsoft Project or Microsoft Excel '''source plan''' fieldss from which to import into OnePager.
  
−
See the article on '''Other Columns''' tab at the following links:  [[Template Only Features for OnePager Live | Template Only Features]] 24.1.1-OPL for more instructions on how to bring in additional Microsoft Project and Microsoft Excel plan columns.
+
See the article on '''Field Mappings''' tab at the following links:  [[Template Only Features for OnePager Live | Template Only Features]] 24.1.1-OPL for more instructions on how to utilize all Microsoft Project and Microsoft Excel '''source plan''' fields.
  
 
==Accessing the OnePager Template==
 
==Accessing the OnePager Template==
  
−
OnePager has two ways of accessing the '''template''':  
+
1) '''Templates''' are accessed from the OnePager Live '''Home''' page also called the '''Getting Started''' page by clicking on the '''Settings''' button at the top of the page as shown below:
  
−
:(1) From the '''Add-in''' applications of OnePager Pro ('''OPP''') and Express ('''OPX''') and
+
<center>[[File:L2-24_0_1-OPL2-(1B)-07122017.png]]</center>
 +
<center>L2-24_0_1-OPL2-(1B)-07122017.png</center>
  
−
:(2) From the '''Desktop''' applications.
+
2) Clicking the '''Settings''' button takes you to the '''Settings''' page where you'll find the '''Manage Templates''' button as shown here:
  
−
==Accessing the OnePager Template from the Add-in Application==
+
<center>[[File:L2-24_0_1-OPL2-(2A)-07122017.png]]</center>
 +
<center>L2-24_0_1-OPL2-(2A)-07122017.png</center>
  
−
1) To view or edit the '''template''' from the OnePager '''Add-in''' application, click the '''Templates…''' button on the Microsoft Project tool bar for '''OPP''' or the Microsoft Excel tool bar for '''OPX'''.  The '''Template…''' button for '''OPP''' is shown below:
+
3) When you click the '''Manage Templates''' button the page below will appear.  You may now select the appropriate '''Template''' management option shown:
  
−
<center>[[File:P53-24_0_1-53-(1)-10062016.png]]</center>
+
<center>[[File:L2-24_0_1-OPL2-(3A)-07122017.png]]</center>
 +
<center>L2-24_0_1-OPL2-(3A)-07122017.png</center>
  
−
==Accessing the OnePager Template from the Desktop Application==
+
==Creating a New... Template==
  
−
2) To view or edit the '''template''' from the OnePager '''Desktop''' application requires a couple of steps as described below:
+
4) Click the '''New...''' button brings up the '''Create a New Template''' form where you specify the name of your '''new Template''' as shown below:
  
−
:a) Launch '''OPP''' or '''OPX''' from the '''desktop icon'''. This action brings up the '''OnePager Pro Start''' form which you should ignore for now.
+
<center>[[File:L2-24_0_1-OPL2-(4A)-07122017.png]]</center>
 +
<center>L2-24_0_1-OPL2-(4A)-07122017.png</center>
  
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:b) Next, click the '''File''' tab on the ribbon of the Project View Editor '''PVE''' screen and then the '''Options''' tab on the screen will appear like this:
+
5) After entering your '''new Template's''' name, click the '''Create New Template''' button. 
  
−
<center>[[File:P53-24_0_1-53-(2)-10062016.png]]</center>
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:a) This brings up the '''Single Project - Permanent (Read Only) template''' shown below.  
  
−
:c) Clicking the '''Template...''' button as shown above will bring up the '''Template Properties''' form for editing as illustrated below:
+
:b) This '''Template''' will appear with your designated '''Template name''' showing at the top of the form. 
  
−
<center>[[File:P53-24_1_1-53-(1A)-10062016.png]]</center>
+
:c) At this point make any desired changes.
  
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3) Illustrated above are the steps for accessing the '''template''' associated with the '''OPP desktop''' application.  The same steps are used to access the '''OPX desktop''' application’s '''template'''.
+
:d) After editing and creating the '''new Template''' it will appear in all list of '''Templates''' available to the '''Work Group''' and may be edited once the '''Create New Template''' button is clicked:
  
−
==Customizing the OnePager Template==
+
<center>[[File:L2-24_0_1-OPL2-(5A)-07122017.png]]</center>
 +
<center>L2-24_0_1-OPL2-(5A)-07122017.png</center>
  
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4) You can customize a '''template''' to have your project views '''start out with''' a common look and use a standard set of Microsoft Project columns.  For '''OPX''' this also applies to Microsoft Excel columns.  
+
6) After editing the '''new Template''' you have several options:
 +
 
 +
:(1) You may '''Save''' the '''Template''' using the '''Save''' button in the lower right corner of the form as shown above.
 +
 
 +
:(2) You may '''Save the Template as''' some other name by clicking on the '''Save As (Change Template Name)''' in the upper right corner.  This action gives you the flexibility to change the name of the '''Template''' now or to change the name of the "Template''' later, if desired.
 +
 
 +
:(3) You may '''Delete''' the '''Template''' altogether from the system by clicking the '''Delete''' button.
 +
 
 +
:(4) You may '''Export''' the '''Template''' as a .TAT file by clicking the button in the upper right corner of the form so that it may be used with OnePager Pro or Express.
 +
 
 +
'''Reserve this Space for Screenshot of results from clicking Export Selected Template to .TAT file.'''
 +
 
 +
:(5) Click the '''Cancel''' button which will prevent the '''Template''' from being saved as is or with its edits and you'll be returned to '''Manage Templates''' option page as shown above.
 +
 
 +
:(6)  You may use the '''Get Enterprise Custom Fields Account:''' controls to access your online '''Enterprise Custom Field''' data for Microsoft Project.
 +
 
 +
==Open... A Template==
 +
 
 +
7) When you click the '''Open...''' button the form below will appear giving you the option to select a desired '''Template''' from the dropdown menu:
 +
 
 +
<center>[[File:L2-24_0_1-OPL2-(6A)-07122017.png]]</center>
 +
<center>L2-24_0_1-OPL2-(6A)-07122017.png</center>
 +
 
 +
8) Clicking the '''Open Selected Template''' button will immediately display the selected '''Template''' making it available for editing and subsequent saving if desired.
 +
 
 +
<center>[[File:L2-24_0_1-OPL2-(7A)-07122017.png]]</center>
 +
<center>L2-24_0_1-OPL2-(7A)-07122017.png</center>
 +
 
 +
==Import... A Template==
 +
 
 +
9) Clicking the '''Import...''' button will bring up the page shown below.
 +
 
 +
:a) Click the '''Choose File''' button to bring up the Windows '''Open''' form and navigate to the folder where the '''Template''' resides that you want to '''import'''.
 +
 
 +
:b) Select the .TAT file to '''import''' and click the '''Open''' button on the Windows form.
 +
 
 +
<center>[[File:L2-24_0_1-OPL2-(8A)-07122017.png]]</center>
 +
<center>L2-24_0_1-OPL2-(8A)-07122017.png</center>
 +
 
 +
10) The form will be updated to slow the selected '''Template''' to be uploaded as shown here:
 +
 
 +
<center>[[File:L2-24_0_1-OPL2-(9A)-07122017.png]]</center>
 +
<center>L2-24_0_1-OPL2-(9A)-07122017.png</center>
 +
 
 +
11) Now click the '''Upload Selected Template''' button and the selected '''Template''' will be uploaded into OnePager Live.  <!--Currently there is no visible result from this action-Bugzilla 5353-->
 +
 
 +
==Help Button==
 +
 
 +
12) Clicking the '''Help''' button will return you to the '''What is a Template?''' form at the '''Manage Templates''' option page as shown here:
 +
 
 +
<center>[[File:L2-24_0_1-OPL2-(10A)-07122017.png]]</center>
 +
<center>L2-24_0_1-OPL2-(10A)-07122017.png</center>
 +
 
 +
13) In addition to a description of the OnePager '''Template''' there are also hot links to the OnePager Live Wiki documentation and the email address of OnePager Live's Support Office.
 +
 
 +
==Returning to the OnePager Live Home Page==
 +
 
 +
14) Click the '''Home''' button on the OnePager Live tool bar as shown below to return to the OnePager Live Home Page also know as the '''Getting Started''' page:
 +
 
 +
<center>[[File:L2-24_0_1-OPL2-(11A)-07122017.png]]</center>
 +
<center>L2-24_0_1-OPL2-(11A)-07122017.png</center>
  
 
==Related Links==
 
==Related Links==
  
−
5) The first two links below are to articles concerning '''template only features''' for '''OPP''' and '''OPX''' that specifically deal with the '''Template Properties''' form’s '''Main''' tab, '''Advanced''' tab, and '''Other Column’s''' tab.
+
15) The article link below should be consulted for '''Template only features''' associated with Microsoft Project, Microsoft Project Server, Microsoft Project Online, and Microsoft Excel within the '''Template Properties''' form’s '''Main''' tab, '''Advanced''' tab, and '''Field Mappings''' tab.
  
 +
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Template Only Features for OnePager Live | Template Only Features]] 24.1.1-OPL
+
| [[Template Only Features for OnePager Live (MS Project Source) | Template Only Features-MS Project Source]] 24.1.1-OPL2 
 +
| [[Template Only Features for OnePager Live (MS Excel Source) | Template Only Features-MS Excel Source]]  24.2.1-OPL2 
 
|}
 
|}
 +
</center>
  
−
6) The remaining links below provide specific information on using '''OPP’s''' '''Enterprise Custom Fields''' feature, '''column splitting and parsing''' features for both products, and how to '''manage the current template'''.  
+
16) The three links below provide specific information on using OnePager Live's '''Enterprise Custom Fields''' feature, '''Column Splitting' and Parsing'' features for both Microsoft Project and Excel source files, and how to '''Manage the current Template'''.  
  
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Using Enterprise Custom Fields from Microsoft Project for OnePager Live | Using Enterprise Custom Fields from Microsoft Project]] 24.3.1-OPL
+
| [[Using Enterprise Custom Fields from Microsoft Project for OnePager Live | Using Enterprise Custom Fields from Microsoft Project with OnePager Live]] 24.3.1-OPL2 
 
|-
 
|-
−
| [[Splitting and Parsing Columns for OnePager Live | Splitting and Parsing Columns]] 24.4.1-OPL
+
| [[Splitting and Parsing Fields for OnePager Live (MS Project Source) | Splitting and Parsing Fields-MS Project Source]] 24.4.1-OPL2     
 +
| [[Splitting and Parsing Fields for OnePager Live (MS Excel Source) | Splitting and Parsing Fields-MS Excel Source]] 24.5.1-OPL2 
 
|-
 
|-
−
| [[Managing the Current Template for OnePager Live | Managing the Current Template]] 24.5.1-OPL
+
| [[Managing the Current Template for OnePager Live | Managing the Current Template]] 24.6.1-OPL2 
 
|}
 
|}
  
−
(24.0.1-OPL)
+
(24.0.1-OPL2)
  
 
[[Category:OnePager Live]]
 
[[Category:OnePager Live]]
−
[[Category:Editing a Project View]]
 
 
[[Category:Editing a Project View]]
 
[[Category:Editing a Project View]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]

Latest revision as of 20:50, 12 July 2017

About Managing Templates

24.0.1-OPL2 7/12/2017

1) The OnePager Template specifies the initial appearance of each new project view. It is the Template from which a new project view is created and from which all of the settings in the Project-View Properties (PVP) form are initially populated.

2) A Template is a great way to achieve standardization across projects and across people! If everyone starts with the same Template, then the resulting project views will adhere to standards that make it much easier for your audiences to digest..

3) The Template is another place where you have a number of Microsoft Project or Microsoft Excel source plan fieldss from which to import into OnePager.

See the article on Field Mappings tab at the following links: Template Only Features 24.1.1-OPL for more instructions on how to utilize all Microsoft Project and Microsoft Excel source plan fields.

Accessing the OnePager Template

1) Templates are accessed from the OnePager Live Home page also called the Getting Started page by clicking on the Settings button at the top of the page as shown below:

L2-24 0 1-OPL2-(1B)-07122017.png
L2-24_0_1-OPL2-(1B)-07122017.png

2) Clicking the Settings button takes you to the Settings page where you'll find the Manage Templates button as shown here:

L2-24 0 1-OPL2-(2A)-07122017.png
L2-24_0_1-OPL2-(2A)-07122017.png

3) When you click the Manage Templates button the page below will appear. You may now select the appropriate Template management option shown:

L2-24 0 1-OPL2-(3A)-07122017.png
L2-24_0_1-OPL2-(3A)-07122017.png

Creating a New... Template

4) Click the New... button brings up the Create a New Template form where you specify the name of your new Template as shown below:

L2-24 0 1-OPL2-(4A)-07122017.png
L2-24_0_1-OPL2-(4A)-07122017.png

5) After entering your new Template's name, click the Create New Template button.

a) This brings up the Single Project - Permanent (Read Only) template shown below.
b) This Template will appear with your designated Template name showing at the top of the form.
c) At this point make any desired changes.
d) After editing and creating the new Template it will appear in all list of Templates available to the Work Group and may be edited once the Create New Template button is clicked:
L2-24 0 1-OPL2-(5A)-07122017.png
L2-24_0_1-OPL2-(5A)-07122017.png

6) After editing the new Template you have several options:

(1) You may Save the Template using the Save button in the lower right corner of the form as shown above.
(2) You may Save the Template as some other name by clicking on the Save As (Change Template Name) in the upper right corner. This action gives you the flexibility to change the name of the Template now or to change the name of the "Template later, if desired.
(3) You may Delete the Template altogether from the system by clicking the Delete button.
(4) You may Export the Template as a .TAT file by clicking the button in the upper right corner of the form so that it may be used with OnePager Pro or Express.

Reserve this Space for Screenshot of results from clicking Export Selected Template to .TAT file.

(5) Click the Cancel button which will prevent the Template from being saved as is or with its edits and you'll be returned to Manage Templates option page as shown above.
(6) You may use the Get Enterprise Custom Fields Account: controls to access your online Enterprise Custom Field data for Microsoft Project.

Open... A Template

7) When you click the Open... button the form below will appear giving you the option to select a desired Template from the dropdown menu:

L2-24 0 1-OPL2-(6A)-07122017.png
L2-24_0_1-OPL2-(6A)-07122017.png

8) Clicking the Open Selected Template button will immediately display the selected Template making it available for editing and subsequent saving if desired.

L2-24 0 1-OPL2-(7A)-07122017.png
L2-24_0_1-OPL2-(7A)-07122017.png

Import... A Template

9) Clicking the Import... button will bring up the page shown below.

a) Click the Choose File button to bring up the Windows Open form and navigate to the folder where the Template resides that you want to import.
b) Select the .TAT file to import and click the Open button on the Windows form.
L2-24 0 1-OPL2-(8A)-07122017.png
L2-24_0_1-OPL2-(8A)-07122017.png

10) The form will be updated to slow the selected Template to be uploaded as shown here:

L2-24 0 1-OPL2-(9A)-07122017.png
L2-24_0_1-OPL2-(9A)-07122017.png

11) Now click the Upload Selected Template button and the selected Template will be uploaded into OnePager Live.

Help Button

12) Clicking the Help button will return you to the What is a Template? form at the Manage Templates option page as shown here:

L2-24 0 1-OPL2-(10A)-07122017.png
L2-24_0_1-OPL2-(10A)-07122017.png

13) In addition to a description of the OnePager Template there are also hot links to the OnePager Live Wiki documentation and the email address of OnePager Live's Support Office.

Returning to the OnePager Live Home Page

14) Click the Home button on the OnePager Live tool bar as shown below to return to the OnePager Live Home Page also know as the Getting Started page:

L2-24 0 1-OPL2-(11A)-07122017.png
L2-24_0_1-OPL2-(11A)-07122017.png

Related Links

15) The article link below should be consulted for Template only features associated with Microsoft Project, Microsoft Project Server, Microsoft Project Online, and Microsoft Excel within the Template Properties form’s Main tab, Advanced tab, and Field Mappings tab.

Template Only Features-MS Project Source 24.1.1-OPL2 Template Only Features-MS Excel Source 24.2.1-OPL2

16) The three links below provide specific information on using OnePager Live's Enterprise Custom Fields' feature, Column Splitting' and Parsing features for both Microsoft Project and Excel source files, and how to Manage the current Template.

Using Enterprise Custom Fields from Microsoft Project with OnePager Live 24.3.1-OPL2
Splitting and Parsing Fields-MS Project Source 24.4.1-OPL2 Splitting and Parsing Fields-MS Excel Source 24.5.1-OPL2
Managing the Current Template 24.6.1-OPL2

(24.0.1-OPL2)

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