Managing Templates for Version 7.0 (Portal)
Contents
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, however, differences in the content, controls, and features between OnePager Templates and the Chart Properties form.
13) For more instructions on Template only features, please see the articles shown in the links below:
| Template Only Features-OnePager Pro 24.1.1-70 | Template Only Features-OnePager Express 24.2.1-70 |
Accessing the OnePager Template
1) Templates distributed with OnePager Pro and Express can be accesses for review, editing, and even can be deleted in two ways:
- a) From the OnePager Pro (OPP) and Express (OPX) Add-in applications and
- b) From the OnePager Pro (OPP) and Express (OPX) Desktop applications.
Accessing the OnePager Template from the Add-in Application
2) To access, view or edit the Template from the OnePager Add-in application, click the Templates… button on the Microsoft Project ribbon's Add-ins tool bar for OPP or click the Microsoft Excel ribbon's Add-instool bar for OPX.
3) The Template… button for OPP is shown below:
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4) Clicking the Template button shown above for either OPP or OPX accesses the current Template form as shown here:
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5) The current Template form is displayed on top of your Microsoft Project or Excel source plan and can be reviewed, edited, saved after editing, or deleted using the File, Edit, or Help buttons on the Template form's tool bar as shown above.
Accessing the OnePager Template from the Desktop Application
6) Since the Desktop versions of OPP and OPX are launched from desktop icons on your computer, either of these Desktop applications needs to be launched first before access can be gained to the current Template.
7) Launching either OPP or OPX Desktop accesses the respective Chart Editor that is blank and the OnePager Pro or Express Start form
8) To review or edit the Template from the OnePager Desktop application, click the File tab on the Chart Editor's ribbon screen and then the Options tab on the set of tabs on the left side of the screen as shown here:
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9) Clicking the Template... button as shown above accesses the Template Properties form for editing as illustrated below:
10) Illustrated above are the steps for accessing the Template associated with the OPP Desktop application.
11) 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.
(24.0.1-70)
