Difference between pages "Managing the Legend in the Project View for Version 6.0" and "Creating a NEW Chart using Microsoft Project Data for Version 7.2"

Revision as of 15:56, 31 May 2022

Introduction

This article addresses the creation of new charts from Microsoft Project source plans. Although OnePager Pro is used in the illustrations in this article, the workflows described in this article also apply to the OnePager Bundle when importing source data from Microsoft Project.

This article has two major sections below. The first major section is for OnePager Pro Add-In 7.1.1-72 and the second major section is for OnePager Pro Standalone 7.1.1-72 Please use these links to navigate to the appropriate section based on how you are using OnePager.

Overview Flow Chart for OnePager Pro Add-in

Preparing the Microsoft Project Source Plan

Launch Microsoft Project and access the required Microsoft Project source plan. Set the Flags/Numbers field into the Microsoft Project source plan. This is the flag that OnePager uses to determine which tasks and milestones to import. Determine which of the tasks and milestones are to be included and set the Flags/Numbers field cell to Yes for these while leaving the remainder of the task's and milestone's Flag field set to No, 0, or blank.

Launching OnePager Pro Add-In

Click the OnePager button on the Microsoft Project ADD-INS ribbon tool bar tab to launch OnePager Pro at the OnePager Pro Start form.

If you need to adjust settings in the OnePager current Template Properties form before launching OnePager Pro, click the Template... button on the Microsoft Project ADD-INS ribbon tool bar tab accesses a window with the Template Properties form which can be edited and saved.

The Template Properties form is very similar to the OnePager Chart Properties form which is described elsewhere. Once the desired edits to the current Template Properties form are made, save the Template Properties form and return to the start of this section to continue the workflow. When you click the NEW button on the OnePager Pro Start form, OnePager accesses the OnePager choices (OPC) form as shown below:

It is recommended that the chart name selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the Select Tasks with ‘YES’ in field: is showing Flag20 as a default. Most users select Flag20 to tell OnePager which tasks and milestones to import but any of the 20 Flag fields or any of the 20 Number fields can be used. It is important that the Flag field number represented in this window correspond to the Flag field containing the Yes and No data placed in the Microsoft Project source plan.

The Snapshot date represents the time now or as-of date for the chart you are about to create. If the date created by OnePager does not reflect the status date required, change the date by using the calendar dropdown window. As the source plan changes later on, you can create additional snapshots to show changes consistently.

Finally, note that the Show field mappings checkbox is checked ON as shown above. Checking this checkbox ON and pressing the Next> button takes you to the second page of the OPC form shown below:

This form allows you to edit which Microsoft Project source plan fields are used for various purposes such as the Start field and the Color by field. The Edit current template button also gives you a second opportunity to edit many more initial properties of the chart by accessing the current Template Properties form. Once these choices are confirmed or edited, click the Create new chart button and OnePager imports the flagged data and creates the chart.

Once the chart is created, you can edit by right-clicking task bars and milestone symbols and using the context menus commands. You can also left-click on task bars and milestone symbols and use the editing Icons on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from row to row in the chart. When the desired editing is complete, click the Copy to Clipboard button on the OnePager Home ribbon tool bar tab and then paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can save all charts and snapshots after editing.

Overview Flow Chart for OnePager Pro Standalone

Preparing The MS Project Source Plan

After launching Microsoft Project with your desired source plan, set Flags/Numbers field into the Microsoft Project source plan. This is the Flag that OnePager uses to determine which tasks and milestones to import. Determine which of the tasks and milestones are to be included and set the Flags/Numbers field cell to Yes for these while leaving the remainder of the task's and milestone's Flag field set to No, 0, or blank. At this point your Microsoft Project source plan can be saved and closed. The Standalone version of OnePager Pro does not require that the Microsoft Project source plan be launched first. The part of the procedure described above are in preparation for using the Standalone version of OnePager Pro.

Launching OnePager Pro Desktop

Launch OnePager Standalone from the Desktop Icon. The OnePager splash page appears briefly followed by the OnePager Chart Editor form displaying the OnePager Pro Start form as shown below:

When you click the NEW button, OnePager displays an abbreviated OnePager choices (OPC) form.

When you click the Select button shown above, OnePager then provides a dropdown menu for you to either choose to use the BROWSE MS Project Files ... to select a source plan, BROWSE Project Online/Server ..., or click the RECENT option to access recently created Microsoft Project source files as shown above. Clicking the BROWSE MS Project Files … option as shown above accesses a Windows Open form where you can select a Microsoft Project source plan to load as shown here:

When you click the Open button on the Windows Open form above, OnePager loads the selected Microsoft Project source plan and provide you with the expanded OPC form so that you can confirm or edit the settings before OnePager creates the new chart.

As shown above, OnePager displays the loaded Microsoft Project source plan in the Selected File(s) group of the OPC form. You can use the Add/Remove feature (described elsewhere) to edit the choice of Microsoft Project source plan, add additional files to the source packet, and remove files. Clicking the Add/Modify button accesses the Data source selection form as shown below:

It is recommended that the chart name selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the Select Tasks with ‘YES’ in field: is showing Flag20 as a default. Most users select Flag20 to tell OnePager which tasks and milestones to import but any of the 20 Flag fields or any of the 20 Number fields can be used. It is important that the Flag field number represented in this window correspond to the Flag field containing the Yes and No data placed in the Microsoft Project source plan.

The Snapshot date represents the time now or as-of date for the chart you are about to create. If the date created by OnePager does not reflect the status date required, change the date by using the calendar dropdown window. As the source plan changes later on, you can create additional snapshots to show changes consistently.

Finally, note that the Show file mappings checkbox is checked ON as shown above. Checking this checkbox ON and pressing the Next> button takes you to the second page of the OPC form shown below:

This form allows you to edit which Microsoft Project source plan fields are used for various purposes such as the Start field and the Color by field. The Edit current template button also gives you a second opportunity to edit many more initial properties of the chart by accessing the current Template Properties form. Once these choices are confirmed or edited, click the Create new chart button and OnePager imports the flagged data and creates the chart.

Once the chart is created, you can edit by right-clicking task bars and milestone symbols and using the context menus commands. You can also left-click on task bars and milestone symbols and use the editing Icons on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from row to row in the chart. When the desired editing is complete, click the Copy to Clipboard button on the OnePager Home ribbon tool bar tab and then paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can save all charts and snapshots after editing.

Related Links

Creating a NEW Chart via Pull Operation Feature 7.13.1-72

REPLACING a Snapshot via Pull Operation 7.14.1-72

ADDING a Snapshot via Pull Operation 7.15.1-72

Custom Update (Replacing) of a Snapshot via Pull Operation 7.16.1-72

Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-72

(7.1.1-72)