Difference between revisions of "Managing the Current Template for Version 5.3"

Revision as of 20:03, 24 March 2016

About Managing the Current Template

Since there are several templates to choose from, you need to know:

• how to find the available templates,
• how to use a selected template,
• how to create a new template and save the template created or changed in your template folder,
• how to make a 'template from a project view,
• how to rename a 'template file,
• how to delete an unneeded template,
• how to include images in 'templates,
• and how to include logos in templates.

We’ll touch on each of these topics in this article.

Finding Available Templates and Changing the Current Template

OnePager is distributed with a fairly comprehensive set of templates. By default, the out of the box template is the Single Project Gantt View – Detailed template. Templates, are stored in separate folders. In addition, OnePager separates the templates into those that use English units (inches), those that use Metric units (centimeters), and Legacy templates (created prior to the version 5.0 release).

1) To locate your available templates, launch the Template Properties form by clicking the Templates… button on the Microsoft Project or Microsoft Excel tool bar.

2) Alternatively, when using the OnePager Desktop application, launch the application and go to the File tab on the ribbon and locate the Template button on the Options tab. Clicking the Template button will bring up the Template Propertiesform as shown below.

3) Click the File button on the Template Properties form's tool bar and click the Open… command. The result is shown below:

4) Hovering over a RECENT Template project view file name will reveal the path name to that project view file name.

5) To see your available templates, click the BROWSE… option to reveal the Microsoft Windows Explorer window showing your available templates in their folder:

6) Select the template you need and then click the Open button. This will establish the selected template as the current template. Any new project views created from this point on will use this selected template.

Using the Selected Template

7) As discussed in the subsections above, after you have located the desired template and have the template form displayed on the screen, just click the Use button to close the form.

8) Or, if you have edited the template or created a new template, click the Save and use button.

Creating a New Template and Saving the Template for Later Use

9) You may want to create a new template so that you can make the project view setting you need to support your presentations or to establish as standard in your organization. Follow the steps described below:

a) To create a new template, launch the Template Properties form with the Template… button on the Microsoft Project or Microsoft Excel tool bar. When the Template Properties form appears, select the File command and the click New… option as shown here:

b) As shown above, clicking the New... command in the File dropdown will cause OnePager to create a temporary template name and show that the template is (unsaved). At this point go ahead and make your changes to the settings on one or more of the template's tabs.

c) When you are finished with your changes, you will need to save your new template and give it a file name appropriate to the project or organization.

d) To do this, again, click the File button on the Template Properties form's tool bar and then click either the Save or the Save As… options as shown below:

e) You can save the template you’ve just created or modified either with the OnePager generated name or with a name of your choosing.

f) You may also save the template just created or changed with the OnePager generated name and make it the Current Template by clicking the Save and use button at the bottom of the Template Properties form.

g) To save the new or modified template with your own file name, click the Save As… option in the File dropdown. The Microsoft Windows Save form will appear and you can choose the file name and save the template as shown below:

Making a Template from a Project View

10) Once you create an effective project view, you might like to use those same settings to make a new project view for a different set of data from different Microsoft Project or Microsoft Excel plans. Or you may want to let some other person emulate the project view’s look and feel as a new standard. To accomplish this follow the steps outlined below:

a) Open the project view of interest and click the Copy to Template button on the Home tab as shown below:

b) Clicking the Copy to Template button will bring up Windows Explorer and the folder location where templates are stored as shown below:

c) You may change the folder location for the new template and change the file name as desired. Click the Save button when editing is completed.

11) You can now use this new template to repeat the look and feel of the project view you had copied to a template with different data from other Microsoft Project or Microsoft Excel plans. You can also share this template with other OnePager users by sending them the template files (.TAT extension) in an email, or by copying your template files to a shared location.

Renaming a Template

12) You can rename a template file in the same way that you would rename any file supported by Microsoft Windows. Please follow the steps below:

a) Use Microsoft Windows Explorer to go to the location where your template files are stored as shown below.

b) Select the file that you want to change and right-click to reveal the dropdown menu as shown below.

c) Click the Rename command which will highlight the selected template file and allow you to make the name change in place.

d) When you’ve changed the name to the desire template file, click anywhere or close the Microsoft Windows Explorer window.

Deleting a Template

13) Deleting a template file may be done in the same way that any other Microsoft Windows file is deleted.

a) Locate the template file to be deleted in your file system and select the file to be deleted with a right-click.

b) Then, select Delete command in the dropdown and the file will be deleted as shown below:

Including Images in Templates

14) For management of images associated with a template, click the Template Properties tool bar’s Edit button and the following menu is shown:

15) Clicking the Images... command gives you a list of images that are included in the current template.

16) If there are no images associated with the template, an information message appears as shown below:

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