Difference between revisions of "Managing Templates for Version 7.0 (Portal)"

Revision as of 15:21, 18 November 2019

About Managing Templates

What is a Template?

1) For OnePager, a Template is a general set of style rules that can be used to create different project views.

2) For example, if you have several projects and need to create the same style of report for each one, a Template allows you to create a single style that can be applied across multiple charts.

3) It is the Template from which a new chart is created and from which all of the settings in the Chart Properties form are initially populated.

4) The Template is also the place where you have the largest number of Microsoft Project or Microsoft Excel source plan fields from which to import into OnePager.

5) A Template is a great way to achieve standardization across projects and across people!

6) If everyone starts with the same Template, then the resulting charts adheres to standards that make it much easier for your audiences to digest.

7) For more information on the differences between a chart and a Template, please see the article at: Templates versus Charts 4.0.1.3-70.

Managing Templates

8) Standard Templates are distributed with OnePager and installed on your computer.

9) These standard Templates options, when selected, can create various visual presentations of your Microsoft Project or Excel data that can meet your schedule discussion needs.

10) The standard Templates can also form starting points for you to create your own Templates which, in turn, create chart visualizations of project data specifically tailored to your needs.

11) The distributed standard Templates, for the most part, contain the same controls and options as the Chart Properties form that is the computer data representation of the chart managed by the Chart Editor.

12) There are

5) See the article on Field Mappings tab for more instructions on how to manage additional Microsoft Project and Microsoft Express source plan fields at the following links:

Accessing the OnePager Template

OnePager has two ways of accessing the Template:

(1) From the Add-in applications of OnePager Pro (OPP) and Express (OPX) and

(2) From the Desktop applications.

Accessing the OnePager Template from the Add-in Application

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:

Accessing the OnePager Template from the Desktop Application

2) To view or edit the Template from the OnePager Desktop application requires a couple of steps as described 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.

b) Next, click the File tab on the ribbon of the Chart Editor screen and then the Options tab on the screen appears like this:

c) Clicking the Template... button as shown above accesses the Template Properties form for editing as illustrated below:

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.

Customizing the OnePager Template

4) You can customize a template to have your charts start out with a common look and use a standard set of Microsoft Project fields. For OPX this also applies to Microsoft Excel fields.

5) The 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.

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