Difference between pages "Moving and Resizing Images for Version 6.0" and "Using Oracle Primavera P6 Source Plans with OnePager Version 7.2"

From OnePager Documentation
(Difference between pages)
Jump to: navigation, search
 
 
Line 1: Line 1:
==About Moving and Resizing Images==
+
==Introduction==
  
When a graphic is '''inserted''' into a project view and '''selected''' with a left-click there are '''eight grab boxes''' that appear indicating that the image may be '''resized''' or '''moved''' to any location.
+
To use '''OnePager Bundle Standalone''' with Oracle Primavera P6 you are required to have Oracle Primavera P6 installed on your computer with '''OnePager Bundle''', possess a valid Oracle Primavera P6 license and an account, and have Oracle Primavera P6  '''source plans '''that can be '''imported''' to '''OnePager Bundle'''.  With these requirements satisfied, '''OnePager Bundle ''' can access your Oracle Primavera P6 '''XML formatted''', '''ZIP formatted''', or '''XER formatted''' files and create a '''NEW '''chart, '''UPDATE''' an existing chart, or '''OPEN''' an already created chart residing on your computer.
  
==Moving an Image==
+
This article is a complete guide for using '''OnePager Bundle Standalone''' for '''importing''' Oracle Primavera P6 '''XML''', '''ZIP''', or '''XER''' files through the creation of a OnePager Chart, '''editing''' the chart, and incorporating the chart into a schedule conversation such as '''pasting''' the chart into a Microsoft PowerPoint presentation.
  
1) To '''move''' an image, left-click its interior, '''drag''' it to the desired position in the project view, and release the left-click button as shown here:
+
As a convention, whenever we refer to the '''OnePager Bundle''' in the context of Oracle Primavera P6, we'll just say '''OnePager''' when its absolutely clear that we are discussing '''OnePager''' with Oracle Primavera P6.  Since only the '''Standalone''' edition of '''OnePager''' can '''import''' Oracle Primavera P6 '''XML formatted''',  '''XER formatted''' files, and '''ZIP formatted''' files containing '''XML formatted''' data, we'll just leave the suffix '''"Standalone"''' off.
  
<center>[[File:P53-20_2_1-53-(2)-12302015.png]]</center>
+
==Launching OnePager Using Oracle Primavera P6 Source Plans for the First Time==
  
==Resizing an Image==
+
===Preparing the Oracle Primavera P6 Source Plan===
  
2) To '''resize''' an image, left-click the image, drag one of the '''grab boxes''' to the desired place, and release the mouse left-click button to finish the '''resizing''' operation as shown below:
+
====Selecting Oracle Primavera P6 Activities and/or WBS Elements to Import to OnePager====
  
<center>[[File:P53-20_2_1-53-(1)-12302015.png]]</center>
+
'''OnePager''' supports both Oracle Primavera P6 '''XML''' and '''XER export''' file structures. '''OnePager''' also supports Oracle Primavera P6 '''exported ZIP formatted''' files containing '''XML formatted source plans'''.  As with OnePager Pro and  OnePager Express, OnePager used with Oracle Primavera P6 '''source plans''' requires that you add a '''Flag''' field to your '''source plan''' that can be coded with '''Yes''' text values to indicate to '''OnePager''' that the '''source plan's''' row entry is to be '''imported''' and displayed in the '''Chart Editor'''.  An example Oracle Primavera P6 '''source plan''' based on the '''BlueGrass Project Plan''' used elsewhere in this Wiki is shown below with the column '''Flag20''' indicating the '''import Flag''' field:
  
(20.2.1-60)
+
<center>[[File:P71-3_0_3_2-71-(1-1)-06022021.png]]</center>
 +
<!--<center>P71-3_0_3_2-71-(1-1)-06022021.png</center>-->
  
[[Category:Version 6.0]]
+
To control which '''activities''' and/or '''WBS Elements''' are '''imported''' by '''OnePager''' as task bars, you need to specify the Oracle Primavera P6 field as shown above where the Oracle Primavera P6 '''User Defined field''' named '''Flag20''' was added as a '''text''' field and the activities that we wish to '''import''' have this field's contents set to the text '''Yes''' for each activity we wish to import.  When making your first chart, we strongly recommend that you select 50 or fewer tasks. 
[[Category:Editing a Project View]]
+
 
[[Category:Backgrounds, Images, and Logos]]
+
There are other methods for specifying which '''activities''' and/or '''WBS Elements''' are '''imported''' to '''OnePager'''.  For more detailed information on making '''activity''' and/or '''WBS Element''' selections for '''import''' to '''OnePager''', please see the sub-section at this article:  [[OnePager Import of Data from Primavera P6 for Version 7.2#Selecting Activities for Import into OnePager | Selecting Activities for Import into OnePager]] 4.0.1.6-72
[[Category:Ribbon]]
+
 
 +
Please note that '''OnePager''' is shipped with a number of fully populated '''Templates Properties''' forms that are tailored to a typical Oracle Primavera P6 '''source plan'''. Note that three field heading types '''must always be present''': '''Activity Name''', '''Start''', and '''End'''.
 +
 
 +
====Importing Oracle Primavera P6 Source Plans into OnePager====
 +
 
 +
'''OnePager''' can '''import''' either Oracle Primavera P6 '''XML formatted''' or '''XER formatted''' files.  Therefore, these files must first be '''exported''' from your Oracle Primavera P6 application and stored under an appropriate file name of your choosing.  Oracle Primavera P6 '''XML formatted''' and '''XER formatted''' files can be directly '''imported''' into '''OnePager''' as discussed in the next section.  Since Oracle Primavera P6 '''XML formatted''' files can also be '''exported''' as '''ZIP''' file, '''OnePager''' can '''UNZIP''' these files and '''import''' these '''UNZIPPED XML formatted''' files to '''OnePager'''.
 +
 
 +
For detailed information on exporting '''XER formatted''' and '''XER formatted''' files from Oracle Primavera P6, please see the sub-section in this article at:  [[Using Oracle Primavera P6 Source Plans with OnePager Version 7.2#Exporting XML Formatted, ZIP Formatted, and XER Formatted Files from Oracle Primavera P6 to OnePager | Exporting XML Formatted, ZIP Formatted, and XER Formatted Files from Oracle Primavera P6 to OnePager]] 3.0.3.1-72
 +
 
 +
All examples which follow in this article use Oracle Primavera P6 '''XER formatted''' files as '''import''' to '''OnePager'''.
 +
 
 +
===Launching OnePager===
 +
 
 +
With the requirements above satisfied, you can access your Oracle Primavera P6 '''XML''' or '''XER formatted source plans''' by first launching '''OnePager''' from your '''desktop''' using the '''OnePager Bundle Icon''' shown here:
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(1-1)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(1-1)-10152021.png</center>-->
 +
 
 +
Clicking the '''OnePager Bundle Icon''' causes a splash page to be displayed and then you are taken to the '''OnePager Bundle -- Chart Editor''' as shown in the sequence below:
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(3-1)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(3-1)-10152021.png</center>-->
 +
 
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(4-1)-101512021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(4-1)-101512021.png</center>-->
 +
 
 +
The '''OnePager Bundle Start''' form shown in the above illustration provides you with three options:
 +
 
 +
:1) '''NEW'''  Clicking the '''NEW''' buttons accesses the '''OnePager choices''' ('''OPC''') form.
 +
 
 +
:2) '''UPDATE'''  Clicking the '''UPDATE''' button allows you to '''BROWSE FILES''' for an existing chart file or select a recently-opened chart.
 +
 
 +
:3) '''OPEN'''  Clicking the '''OPEN''' button allows you to '''BROWSE FILES''' for an existing chart or select a recently-opened chart.
 +
 
 +
==Creating a NEW Chart from an Oracle Primavera P6 XML or XER Source Plan==
 +
 
 +
If you are launching '''OnePager''' for the first time and intend to use an '''exported''' Oracle Primavera P6 XML or XER '''source plan''', click the '''NEW''' button which accesses the abbreviated '''OnePager Choices''' form as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(5-1)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(5-1)-10152021.png</center>-->
 +
 
 +
Next, click the '''Select''' button to access the dropdown menu where you have the options shown in the illustration below:
 +
 
 +
<center>[[File:P71-3_0_3_2-71-(6-2)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_2-71-(6-2)-10152021.png</center>-->
 +
 
 +
Clicking the desired Oracle Primavera P6 '''source plan''' entry shown above ('''BlueGrass Project Plan.xer''') tells '''OnePager''' which Oracle Primavera P6 file to load under the control of the defined '''Flag20''' flag field and expands the previously abbreviated '''OnePager Choices''' form shown here:
 +
 
 +
<center>[[File:P71-3_0_3_2-71-(10A-3)-02252022.png]]</center>
 +
<!--<center>P71-3_0_3_2-71-(10A-3)-102252022.png</center>-->
 +
 
 +
Shown in the illustration above is the '''file name''' for the Oracle Primavera P6 '''source plan''' and the distributed Oracle Primavera P6 '''Template Properties''' form that '''OnePager''' selects as a starting point for you.  Also shown above is the '''chart name''' selected as an example for the '''NEW OnePager Bundle''' chart.  '''OnePager''' also recognizes the Oracle Primavera P6 '''Flag20''' field as the '''import selection field''' because its contents are '''Yes''' and blanks.  At this point you can change the '''Template Properties''' form used to build the chart by clicking the '''Change''' button in the '''Starting Template''' sub-section of the '''OnePager Choices''' form.  You can change the '''chart name''' at any time before clicking the '''Create new chart''' button.
 +
 
 +
===Options on the New OnePager Choices form===
 +
 
 +
The '''OPC''' form gives you more options for selecting '''source plans'''.  The illustration above shows that '''OnePager''' is initiated from Oracle Primavera P6 with the '''source plan''' shown in the '''Selected File(s)''' group shown above.  The '''Add/Remove''' button gives you the capability to '''add''' more '''source plans''' to the '''source packet''' or, for multiple file packets, or to '''remove''' files. Clicking the '''Add/Remove''' button accesses the '''Data source selection''' form as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(7-4)-02252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(7-4)-02252022.png</center>-->
 +
 
 +
The '''Data source selection''' form displays the current '''source plan''' that was loaded when you launched '''OnePager'''.  This form lets you '''Add''' more Oracle Primavera P6 '''source plans''' to create a '''multi-project''' chart or '''Remove''' a '''source plan''' from a '''multi-file source packet'''.  These options are detailed below.
 +
 
 +
===Adding a New Source Plan===
 +
 
 +
When you click the '''Add''' button, '''OnePager''' gives you the option to access a Windows '''Open''' form when you select the '''BROWSE FILES…''' option as shown here:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(8-2)-20252021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(8-2)-10152021.png</center>-->
 +
 
 +
Clicking the '''BROWSE FILES…''' option displays a Window’s '''Open''' form so you can select an Oracle Primavera P6 '''source plan''' to '''add''' to the '''source packet'''.  A sample '''Open''' form is shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(9)-06042021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(9)-06042021.png</center>-->
 +
 
 +
When you select a desired Oracle Primavera P6 '''source plan''' and click the '''Open''' button as shown above, '''OnePager''' adds the '''source plan''' to the '''source packet''' and displays it in the '''Data source selection''' window as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(10)-06042021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(10)-06042021.png</center>-->
 +
 
 +
The selected '''source plan''' is '''added''' to the '''source packet''' as shown above.  '''OnePager''' shows the '''path name''' of the '''source plan''' in the window if you '''hover the mouse''' over the '''source plan''' name. If you select a recently used '''source plan''' from the dropdown menu displayed when the '''Add''' button is clicked ('''Data source selection''' form), '''OnePager'''  adds that '''source plan''' to the '''source packet'''.
 +
 
 +
===Removing a Source Plan===
 +
 
 +
The '''Remove''' button allows you to remove a '''source plan''' from a '''source packet''' if that '''source plan''' is not needed to create the new chart.  To remove a '''source plan''', first select the '''source plan''' in the '''Data source selection''' form’s grid so that it is highlighted in blue then click the '''Remove''' button as shown in the sequence below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(11-1)-06042021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(11-1)-06042021.png</center>-->
 +
 
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(12)-06042021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(12)-06042021.png</center>-->
 +
 
 +
===Other Choices to Make===
 +
 
 +
Moving on to the other groups of the '''OPC''' form, you are asked to confirm a few things before you build the chart.  '''OnePager''' makes good guesses for each of these choices, but you can change any of them:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(15-3)-02252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(15-3)-02252022.png</center>-->
 +
 
 +
====Starting Template Properties Form====
 +
 
 +
The current '''Template Properties''' form determines which fields are '''imported''' from Oracle Primavera P6 '''source plan''' files and how the initial chart looks.  '''OnePager''' ships with many sample '''Templates Properties''' forms, but you can also customize your own '''Template Properties''' form. To choose which '''Template Properties''' form to use in building your chart, click the '''Change…''' button in the top group of the '''OPC''' form  as shown here:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(15A-3)-02252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(15A-3)-02252022.png</center>-->
 +
 
 +
The dropdown list shown in the illustration above only shows '''RECENT''' and '''PERMANENT Templates''' selections for the '''source plan''' type you selected previously in the '''Selected File(s)''' sub-control group above.
 +
 
 +
When using '''OnePager''' with Oracle Primavera P6 '''source plans''' it is required that you use Oracle Primavera P6 '''Template Properties''' forms.  If '''OnePager''' detects that there is a mismatch between '''source plan''' file type and the '''Template Properties''' form, a warning message is provided.
 +
 +
For now, just stick with the default '''Template Properties''' form entitled '''Single Project Gantt View – Detailed for Primavera''', but you can always use a different '''Template Properties''' form to get a different type of chart.
 +
 
 +
====Title of the New Chart====
 +
 
 +
This is the '''Title''' of the chart and also the suggested '''save''' name.  You can change the '''save''' name when you save it.  We recommend that you enter a '''Title''' that helps you identify the chart later on as shown here:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(15B-3)-102252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(15B-3)-02252022.png</center>-->
 +
 
 +
For each chart you create, '''OnePager''' remembers '''colors, titles, legends, font sizes''', and all other '''graph properties''' so that your work is '''saved'''. Later, you can '''update''' the chart with a snapshot of how the project looks on a different date. Then you can '''browse''' through the snapshots to see how the project is changing over time.  '''OnePager''' also '''saves''' the '''path name''' associated with the chart's '''save''' name ('''.TAM''').
 +
 
 +
====Task Selection====
 +
 
 +
In this section of the form you tell '''OnePager''' which activities to '''import''' from your Oracle Primavera P6 '''source plan''' as indicated below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(15C-3)-102252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(15C-3)-02252022.png</center>-->
 +
 
 +
Either click the '''Select all tasks''' radio button to create a chart with everything or choose a '''Flag''' field. You can make several charts from a single Oracle Primavera P6 '''source plan''', each using a different '''Flag''' field.  In '''OnePager''', if no '''Flags''' are set to '''Yes''', '''OnePager''' provides you with a warning message shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(15D)-06042021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(15D)-06042021.png</center>-->
 +
 
 +
Clicking the '''Select tasks by custom filter''' button enables the '''Edit filters...''' button.  Clicking the '''Edit filters...''' button takes you to a form that controls the '''Conditional Import Filters''' feature as shown here. 
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(15E-4)-02252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(15E-4)-02252022.png</center>-->
 +
 
 +
For more detailed information on '''Conditional Import''', please see the article at: [[Conditional Import for Version 7.2 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-72
 +
 
 +
====Snapshot Date====
 +
 
 +
This is the date of the chart and lets you keep track of how schedules change over time. The snapshot date is set by default from your Oracle Primavera P6 '''source plan's''' '''Data date'''. You can change the snapshot date by clicking on the dropdown button at the window shown in the illustration below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(15F-2)-02252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(15F-2)-02252022.png</center>-->
 +
 
 +
Making a calendar date selection as shown above establishes the '''snapshot date''' for the chart and the '''snapshot''' being created. Each chart can have many snapshots. Snapshots and their management are important topics.  Snapshots are the basis of how '''OnePager''' helps you track the progress of your project. 
 +
 
 +
For more information on '''Snapshots and their Management''', please see the articles at:  [[Managing Chart Data for Version 7.2 | Managing Chart Data (Portal)]] 23.0.1-72
 +
 
 +
====Show Field Mappings====
 +
 
 +
The '''Show field mappings''' checkbox is near the bottom of the form.  When this checkbox is checked '''ON''' you have a chance to review and change the Oracle Primavera P6 '''field mappings''' to '''OnePager''' before you make your first chart. To do this, click the '''Next&gt;''' button as shown here:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(15G-3)-02252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(15G-3)-02252022png</center>-->
 +
 
 +
You now see the following form:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(16-1)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(16-1)-10152021.png</center>-->
 +
 
 +
Notice in the above form that '''OnePager''' has relied on the current '''Template Properties''' form to make some guesses on which Oracle Primavera P6 '''source plan''' fields should be used in making the chart. You can easily change any of these '''field mappings''' by making selections from the dropdown menus. For example, shown below is how to change which '''Finish''' in Oracle Primavera P6 is used to create the chart's '''Finish''':
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(17-2)-17152021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(17-2)-10152021.png</center>-->
 +
 
 +
===Creating the Graph===
 +
 
 +
We've gone ahead and selected a more elaborate '''Template Properties''' form so when the '''Create new chart''' button is clicked, the Oracle Primavera P6 '''source plan''' is '''imported''' and used to create the '''OnePager''' chart shown here:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(11A-1)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(11A-1)-10152021.png</center>-->
 +
 
 +
===Copying the Chart to Microsoft PowerPoint===
 +
 
 +
'''OnePager''' provides access to the Windows clipboard so you can '''copy''' the chart and '''paste''' it into another application. To copy the current chart snapshot to the clipboard click the '''Copy''' button on the '''Home''' ribbon tool bar tab as shown below: 
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(37A-1)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(37A-1)-10152021.png</center>-->
 +
 
 +
Then launch Microsoft PowerPoint and paste the clipboard copy of the chart into a Microsoft PowerPoint slide, as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(37)-06072021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(37)-06072021.png</center>-->
 +
 
 +
That’s it! You’ve created a professional 1-page schedule summary from a complex Oracle Primavera P6 schedule and copied it into a Microsoft PowerPoint presentation. You can also print the chart by selecting the '''Print''' button on the '''File''' tab. '''OnePager Bundle''' has other features that let you move task bars vertically to different '''rows and swimlanes''', change the number and levels of swimlanes, add swimlane titles, show graphic dependencies among tasks, change task bar colors, hide task bars, edit text items, add floating comment boxes, add comment boxes to task bars, and standardize on chart styles across organizations.
 +
 
 +
To learn more about these features, read about the specific workflows in this Wiki at: [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72 and [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.12 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72
 +
 
 +
==Opening a Chart==
 +
 
 +
The '''OnePager Bundle's OnePager Start''' form has two additional buttons for accessing existing charts built with '''OnePager''' ('''OPEN''') and for specifically '''updating''' an existing chart with '''updated source plan''' information ('''UPDATE''').
 +
 
 +
The right-most button on the '''OnePager Start''' form is the '''OPEN''' button. Clicking the '''OPEN''' button displays a dropdown menu which is the same for the '''UPDATE''' button. The options in the dropdown are discussed below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(19A-1)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(19A-1)-10152021.png</center>-->
 +
 
 +
Clicking the '''BROWSE FILES...''' option accesses a Windows '''Open''' form from which you can select a '''.TAM''' that you want to open.  Selecting the desired '''.TAM''' causes '''OnePager''' to display the selected chart in the '''Chart Editor'''.  From the '''Chart Editor''', you can '''edit''' the chart, '''save it''', or '''share it''' with others. Clicking any of the '''RECENT charts''' items in the dropdown menu above causes '''OnePager''' to load the associated '''.TAM''' into the '''Chart Editor'''.
 +
 
 +
==Updating a Chart==
 +
 
 +
'''OnePager''' supports '''updates''' to your chart through the '''UPDATE''' button found on the '''OnePager Bundle Start''' form.  Clicking the '''UPDATE''' button provides the same options in terms of a dropdown list as described above for the '''OPEN''' button.  A sample '''UPDATE''' button dropdown is shown here:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(4A-1)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(4A-1)-10152021.png</center>-->
 +
 
 +
'''Updates''' to '''OnePager''' charts are performed by adding snapshots which are a series of charts produced from a sequentially updated Oracle Primavera P6 '''source plan''' over time.  '''Updates''' can be made to existing charts in the set of existing snapshots.  Snapshots are identified by a '''snapshot date'''.  The management of snapshots with a chart is described in the sub-sections that follow.
 +
 
 +
===Replacing A Snapshot - Updating a Chart with Changes Made to the Oracle Primavera P6 Source Plan's Data===
 +
 
 +
Suppose, after examining the chart you created and '''saved''', you realize that it might be best to show more task bars.  This, you think, would greatly improve your schedule presentation.  '''Updating''' the chart at this point is simple.  Recall that '''OnePager''' is active and the '''Chart Editor''' is displaying the current chart you want to update.  At this point the '''updated''' Oracle Primavera P6 '''source plan''' should be updated and its updated '''XER''' or '''XML''' file '''exported''' to some file location on your computer.  The original chart looked like this:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(11A-1)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(11A-1)-10152021.png</center>-->
 +
 
 +
Since Oracle Primavera P6 is still an active program and the Oracle Primavera P6 '''source plan''' you are using is still being displayed, go back to the Oracle Primavera P6 application and change the '''Flag20''' field setting from '''blank''' to '''Yes''' for the activities you want to now '''import''' and display.  A section of the Oracle Primavera P6 '''source plan''' where this is done is shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(19B)-06072021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(19B)-06072021.png</center>-->
 +
 
 +
Once you’ve made the '''Flag20''' changes to '''Activity ID's A1050''' through '''A1080''' in the Oracle Primavera P6 the '''source plan'''  looks like this:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(19C)-06072021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(19C)-06072021.png</center>-->
 +
 
 +
With the Oracle Primavera P6 '''source plan''' updated, '''export''' the '''source plan''' as an '''XER''' file with the same name as the original Oracle Primavera P6 '''source plan''' file.  Next, go back to '''OnePager''' and navigate to the '''Data''' ribbon tool bar tab where you see several buttons.  To '''update''' your chart to show the additional task bars from your Oracle Primavera P6 '''source plan''', click the '''Replace Snapshot''' button as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(19D-2)-03152022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(19D-2)-03152022.png</center>-->
 +
 
 +
When you click the '''Replace Snapshot''' button, '''OnePager''' accesses the Oracle Primavera P6 '''XER''' file you just changed and '''exported''', '''imports''' all the activities that changed, and updates your chart. At the conclusion of the operation, the updated chart looks like this:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(19E-2)-03152022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(19E-2)-03152022.png</center>-->
 +
 
 +
The example above is just one of many uses of the '''Data''' ribbon tool bar tab’s '''Replace Snapshot''' button when you need to update a chart.  You can do this as many times as necessary until the chart is the way you need it.  In addition to adding and removing activities by changing the Oracle Primavera P6 '''Flag20''' field, you can change '''source plan''' activity '''Start''', '''Finish''', or '''Percent Complete''' and display these data changes in the chart.  Using the procedure above you can do this very efficiently. You can now '''save''' the chart by giving it a '''save''' name.  When you '''save''' the chart in, '''OnePager saves''' the '''.TAM''' and '''saves''' the Oracle Primavera P6 '''source plan name''' and '''path''' information.  This is useful when you want to further '''update''' the chart or when you want to add a snapshot later on.  In the examples below we assume that the chart is '''saved''' as '''BlueGrass Project Report - P6'''.
 +
 
 +
===Adding a Snapshot - Adding to the Chart with Changes Made to the Oracle Primavera P6 Source Plan's Data===
 +
 
 +
The power of '''OnePager''' is illustrated when, after a period of progress on the project, it is time to produce another chart.  '''OnePager''' produces your next snapshot with the same look and feel as the original assuming that the Oracle Primavera P6 '''source plan''' was updated with '''actual start and finish, percent complete''', and other relevant data during the reporting interval. '''OnePager''' can easily generate a new snapshot. 
 +
 
 +
Suppose we have the original chart we created and we want to create another graph from the updated Oracle Primavera P6 '''source plan''' on later on in the project.  A portion of the original chart is shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(20-2)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(20-2)-10152021.png</center>-->
 +
 
 +
Before creating a new snapshot to show updates to the plan, we need to update the Oracle Primavera P6 '''source plan''' say by updating the '''Percent Complete''' for activities that have progressed to , say, 50%.  When the '''source plan''' is updated with this revised information and '''exported''', we can proceed. Launch '''OnePager''' and click the '''UPDATE''' button on the '''OnePager Bundle Start''' form. Doing so accesses the following '''OnePager choices''' ('''OPC''') form shown here:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(20A-2)-02252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(20A-2)-02252022.png</center>-->
 +
 
 +
In the '''OPC''' form, select the '''NEW snapshot at date:''' as shown above.  You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time.  To see which snapshot dates already exist, just position your mouse over the '''NEW snapshot at date:''' window to see a list of the existing dates. 
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(20B-2)-02252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(20B-2)-02252022.png</center>-->
 +
 
 +
You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(20C-2)-02252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(20C-2)-02252022.png</center>-->
 +
 
 +
Un-check the '''Show field mappings''' checkbox '''OFF''' if you want to use the same '''field mappings''' as you used before. The bottom of the screen now looks like this:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(26)-06072021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(26)-06072021.png</center>-->
 +
 
 +
Pressing the large '''New''' button creates a new snapshot for the chart.  The chart opens at the new snapshot. The '''color''', '''fonts''', '''title''', and '''swimlane''' assignments are consistent between the two snapshots:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(20D)-06072021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(20D)-06072021.png</center>-->
 +
 
 +
You can go back and forth between the two snapshots by using the '''snapshot forward/backward''' buttons on the '''View''' ribbon tool bar tab as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(20E-1)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(20E-1)-10152021.png</center>-->
 +
 
 +
==Editing the Chart==
 +
 
 +
Once the '''OnePager''' chart is created it can be '''edited''' in the '''Chart Editor'''.  The '''editing''' options are very robust with features available to move task bars up and down in the chart, change '''color''' and '''sizes''' of task bars and '''row heights''', and change the sizes of '''text font''' which is used below to illustrate how '''chart editing''' can be done.
 +
 
 +
===Editing Task Bar Name Label Font Sizes===
 +
 
 +
You can always '''edit''' the '''font sizes''' and '''label positions''' on task bars and milestone symbols to optimize readability.  To do this, hold down the left mouse button and '''drag''' a selection box ('''Lasso''') that encloses many task bars and milestone symbols at once:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(29)-06072021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(29)-06072021.png</center>-->
 +
 
 +
When you release the mouse, the enclosed task bars and milestone symbols are all be selected:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(30)-06072021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(30)-06072021.png</center>-->
 +
 
 +
Click the '''Increase Font Size''' button on the '''Home''' ribbon tool bar tab shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(31-1)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(31-1)-10152021.png</center>-->
 +
 
 +
The chart now looks something like this:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(32)-06072021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(32)-06072021.png</center>-->
 +
 
 +
Repeating this operation for the remaining task bars and milestone symbols (we could have done '''Select All''' and done it all at once!), we obtain a chart with larger '''fonts''' on all the task bars and milestone symbols:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(33)-06072021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(33)-06072021.png</center>-->
 +
 
 +
===Editing Task Bar Name Label Positions===
 +
 
 +
Another common '''editing''' action is to move the task bar's '''name label''' from their current positions to positions elsewhere around or on the task bar.  To do this, click the '''name label''' to select it and then click the '''Label Position''' button on the '''Home''' ribbon tool bar tab.  This action accesses the '''Label Position''' dropdown list where you can select one of the '''label positioning''' buttons as shown here:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(34)-06042021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(34)-06042021.png</center>-->
 +
 
 +
At this point, as an example, click the '''Left''' option in the dropdown and the selected '''name label''' is moved to the left side of the task bar as shown here:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(34A)-06042021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(3A)-06042021.png</center>-->
 +
 
 +
In case you change your mind about the '''last editing action''' you took, you can '''UNDO''' the '''last editing action''' by clicking the '''UNDO''' button above the '''OnePager''' ribbon tool bar tabs.  Successive clicking the '''UNDO''' button undoes '''editing''' actions in the reverse order that they were applied.
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(35)-06042021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(35)-06042021.png</center>-->
 +
 
 +
'''Save''' the '''edited''' chart by pressing the '''Save''' button above the ribbon tool bar tab next to the '''UNDO''' button.  All of the '''font size''' changes, '''text-position''' '''edits''', and the new '''Legend''' position are now '''saved''' in case you need to '''update''' this chart with new data at a later time.
 +
 
 +
===Editing Other Chart Contents===
 +
 
 +
The examples above are just samples of '''Chart Editor''' capabilities provided for '''editing''' within the chart.  Making other '''edits''' to task bars and milestone symbols and '''name labels''' are covered in more detail in this article:  [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72
 +
 
 +
Additionally, you can add task bar and milestone symbol information related to each activity and milestone '''imported''' such as '''baseline data''', '''percent complete''' information, and '''critical path information'''.  You can add '''comment boxes''' to task bars, '''free floating comment boxes in the chart''', vertical '''curtains''', '''task links''' to show dependencies, '''multiple swimlane levels''' and '''background images'''. And you can change the chart's '''Start/End Dates''', '''add''' or '''hide''' the '''Legend''', and add '''time axis levels''' at the top, bottom, and within the '''graph''' ('''floating time axis rows'''). Further, you are able to '''edit''' task bar and milestone symbol '''shapes''', '''colors''', and '''fill patterns'''; you have controls for '''editing''' '''rows/swimlanes''', '''text columns''', '''headers and footers''' in the chart, '''background colors''', and other text information shown in the '''graph'''.
 +
 
 +
These capabilities and the articles that provide the detailed information on how to use them can be found at this index page:  [[OnePager Version 7.2#Ways to Make Changes to Your Chart | Ways to Make Changes to Your Chart]] 0.04-72
 +
 
 +
==Enhanced Capabilities Provided with OnePager==
 +
 
 +
All editions of OnePager are distributed with all the enhanced capabilities previously available in OnePager Pro and Express.  These capabilities include '''Multiple Swimlane definition and editing''', display and editing of '''Task Links''', and additional features for displaying and editing on the '''Time Axis'''. 
 +
 
 +
===Multiple Swimlane Levels===
 +
 
 +
With Version 7.1 all editions of '''OnePager''' now support '''three  swimlane levels''' which can be '''nested''' inside one another to better display a hierarchy relationship for a Program, it’s Projects, and their Phases as shown here:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(40)-07042021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(40)-07042021.png</center>-->
 +
 
 +
In the illustration above, the '''first swimlane level''' is “Program” and under it as the '''second swimlane level''' are its “Projects”.  The '''third swimlane level''' under each “Project” are “Phases” and the '''rows''' within each '''Phase''' show the '''task bars''' at their appropriate '''start/end dates'''. Definition and '''editing''' of these '''multiple swimlane levels''' is accomplished in the '''Template Properties''' and '''Chart Properties '''form’s '''Rows/Swimlanes '''tab that is modified to provide all the controls necessary to manage these '''multiple swimlane levels''' in the chart.  The '''Rows/Swimlanes '''tab  of the '''Chart Properties '''form is shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(41-1)-06082021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(41-1)-06082021.png</center>-->
 +
 
 +
In addition to adding '''multiple swimlane levels''', the tab shown above is simplified by reorganizing the controls associated with '''Rows''' and '''Text Columns'''. '''Sorting''' controls for '''rows''' and '''swimlanes''' are in separate sub-control groups as shown above. There is a '''Row Borders Formatting… '''button in the '''Rows '''control group with the controls for defining and '''global editing''' of '''row borders''' and access buttons for '''Swimlane Formatting… '''and '''Text Column Formatting…'''  The controls shown above for the '''Chart Properties '''form are also found in the distributed '''Template Properties '''form’s '''Rows/Swimlanes''' tab. More detailed introductory information on the new '''Multiple Swimlane Levels''' feature can be found at these links:
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] 4.0.1.5-72
 +
|-
 +
| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-72
 +
|}
 +
</center>
 +
 
 +
===Displaying Data-Driven Task Links===
 +
 
 +
'''OnePager''' is enhanced to assist you with displaying Oracle Primavera P6 '''Predecessor''' fields in your chart.  Typically, this feature is turned '''OFF''' in all '''Template Properties''' forms distributed with '''OnePager'''.  However, the feature can be turned '''ON''' either before or after the creation of a chart. To turn the '''Data-Driven Task Link''' feature '''ON''' prior to creating a chart, go to the '''Template Properties''' form you plan to uses and click on the '''Task Links''' tab and then click the '''Import predecessors''' checkbox in the '''Data-Driven Task Links''' control group as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(44-2)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(44-2)-10152021.png</center>-->
 +
 
 +
With the '''Import predecessors''' checkbox checked '''ON''' in the '''Template Properties''' form, the chart first created looks like this:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(43-1)-09222021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(43-1)-09222021.png</center>-->
 +
 
 +
To turn the '''Data-Driven Task Link''' feature '''ON''' after the chart is created, go to the '''Chart Properties''' form's '''Task Links''' tab and then click the '''Import predecessors''' checkbox '''ON''' in the '''Data-Driven Task Links''' control group as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(42-1)-09222021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(42-1)-09222021.png</center>-->
 +
 
 +
Once imported, '''Data-Driven Task Links''' can be '''shown''' or '''hidden''' and can be '''edited''' globally using the '''Template Properties or Chart Properties''' forms as shown above or individually using a '''task link''' right-click '''context menu'''. '''OnePager''' continues to support manual '''Task Links''' which in previous OnePager versions were called '''Event Links'''. The '''OnePager Data-Driven Task Links''' feature is flexible and powerful. 
 +
 
 +
More details are provided in the series of articles at:  [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-72
 +
 
 +
===Editing the Time Axis===
 +
 
 +
All editions of '''OnePager''' are also enhanced with new capabilities and feature so you can '''edit''' the '''time axis''' and configure it to focus on specific time periods of interest in your project schedule presentation. As an example of the enhancements made to the '''time axis''' is the addition of the '''time axis cell stretch''' feature where you can lengthen the horizontal extend of any '''time axis cell''' so as to provide more space to focus on details within that time period.  An example of a stretched '''lower level time axis cell''' is shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(45)-06072021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(45)-06072021.png</center>-->
 +
 
 +
For additional detailed information on the '''editing''' of '''time axis cells''' and other related capabilities please see this article at:  [[Modifying the Time Axis for Version 7.2 (Portal) | Modifying the Time Axis (Portal)]] 22.0.1-72
 +
 
 +
==Hints and Tips==
 +
 
 +
There are a couple of thing to keep in mind when using '''OnePager''' with Oracle Primavera P6 '''source plans'''.
 +
 
 +
===Matching OnePager Templates with Your Source Plan Import===
 +
 
 +
First, make sure that you are always using a '''Oracle Primavera P6 Template Properties''' form when attempting to create a '''OnePager''' chart with a Oracle Primavera P6 '''source plan'''.  '''OnePager''' is capable of making charts using a variety of '''source plans''' including Microsoft Project, Microsoft Excel, and Smartsheet.  Each of these '''source plan''' has its own set of distributed '''Template Properties''' forms and '''OnePager''' makes an effort to assure that '''source plan''' and '''Template Properties''' forms match.  When they do not, this error message is provided:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(46)-06072021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(46)-06072021.png</center>-->
 +
 
 +
===Exporting XML Formatted, ZIP Formatted, and XER Formatted Files from Oracle Primavera P6 to OnePager===
 +
 
 +
Second, Oracle Primavera P6 has multiple '''Export Formats''' that can all be '''imported to '''OnePager'''.
 +
 
 +
'''OnePager '''can '''import''' from Oracle Primavera P6 either its '''XML format''', '''ZIP format''', or its '''XER format '''files.  The '''XML formatted''' file and the '''ZIP formatted''' file contain more Oracle Primavera P6 column options than does the '''XER formatted''' file.  Your selection of the '''export''' file type depends on the fields you wish '''OnePager''' to process and represent in your chart.
 +
 
 +
For a list of columns available in both the '''XML/ZIP formatted''' file and the '''XER formatted''' file, please see the article at: [[Oracle Primavera P6 Columns Available to OnePager for Version 7.2 | Oracle Primavera P6 Columns Available to OnePager]] 29.1.1-72
 +
 
 +
The following sub-sections provide a step-by-step description of how to '''export''' each of the file types to make then accessible to '''OnePager'''.
 +
 
 +
====Exporting Oracle Primavera P6 XML Type Files Directly====
 +
 
 +
'''Exporting '''the '''XML '''file containing the '''XML''' formatted fields without using a '''.ZIP''' file is similar to '''exporting''' the '''.XER '''file format.  '''Exporting''' your selected '''data file''' as an '''XML formatted''' file is usually done when a single project '''source plan''' is being '''exported''' for use in '''OnePager''' or other applications.  The selections in the Oracle Primavera P6 '''Export '''form are discussed below.
 +
 
 +
To start the file '''export''' process in Oracle Primavera P6, assuming you have the desired '''source plan''' open and active, click the '''File''' button on the Oracle Primavera P6 top tool bar to access the dropdown list of commands shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(50)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(50)-07232021.png</center>v
 +
 
 +
Next, click the '''Export…''' button as shown above to access the Oracle Primavera P6 '''Export''' form’s '''Export Format''' page shown below where the '''Primavera P6 – (XER)''' radio button is already selected as the '''default''':
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(51)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(51)-07232021.png</center>-->
 +
 
 +
In the form above, click the '''Primavera P6 – (XML)''' radio button as shown here:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(57)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(57)-07232021.png</center>-->
 +
 
 +
After assuring that the '''Primavera P6 – (XML) '''radio button is clicked '''ON''', click the '''Next''' button on the '''Export Format '''page to access the '''Projects to Export '''page where, in the illustration below, one project is included and the '''Export''' field in the grid has the checkbox checked '''ON''' to indicate that the project is to be '''exported''':
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(58)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(58)-07232021.png</center>-->
 +
 
 +
With '''XML format exports''' you have the option to select a '''Baseline''' associated with the '''source plan''' and '''export '''that '''baseline '''as part of the '''XML format'''.  To do this, click the right most highlighted area where it says '''Select…''' to access the '''Baselines to Export''' form shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(59)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(59)-07232021.png</center>-->
 +
 
 +
In the illustration above, there are two '''Baselines''' available to '''export'''.  Checking the '''Export '''checkbox '''ON '''for the top '''Baseline''' assures that this '''baseline '''is '''exported '''in the '''XML format'''. You have the option to select more than one '''baseline '''to '''export''' or you may choose not to '''export '''any '''baselines''' with the '''XML format'''.  Click the '''OK '''button on the '''Baselines to Export''' form to close the form.  When you do this, the '''Baselines to Export''' field in the grid of the '''Projects to Export '''form is updated to reflect the name of the '''Baseline''' or '''Baselines '''that are '''exported '''with the '''XML format'''.  Then, click the '''Next '''button on the '''Projects to Export '''page to transition to the '''File Name '''page discussed next.
 +
 
 +
Once at the '''File Name''' page, please note that there is a checkbox below the '''File Name''' window on the '''Export''' form.  The '''default''' setting for the '''Export all project level layouts''' checkbox is '''ON''' which tells Oracle Primavera P6 to '''export''' the '''.ZIP compressed file''' containing the '''XML formatted''' file for the project(s) being '''exported'''. 
 +
 
 +
'''IMPORTANT:'''  To '''export''' the '''XML formatted''' file directly, you must '''UNCHECK''' the '''Export all project level layouts''' checkbox '''OFF'''.  With this checkbox checked '''OFF''', click the '''… '''dropdown button on the right side of the '''File Name''' window to access the Oracle Primavera P6 '''Save File''' form and type in the desired '''XML formatted''' file name for the '''exported file''' as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(60-2)-09222021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(60-2)-09222021.png</center>-->
 +
 
 +
Once the '''Save File''' form is accessed, select the '''File name '''that you want to use for the '''exported XML formatted''' file that contains your '''source plan'''.  When the '''file name '''is selected or typed in, click the '''Save '''button on the '''Save File''' form to return to the '''File Name '''page. 
 +
 
 +
Clicking the '''Save''' button on the '''Save File''' form saves the file to the designated folder and returns to the '''File Name '''form where you can now click the '''Finish '''button to complete the save process as shown here:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(61)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(61)-07232021.png</center>-->
 +
 
 +
Clicking the '''Finish''' button shown above accesses the '''Export Result '''page of the form with an indication of the success of the process as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(62)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(62)-07232021.png</center>-->
 +
 
 +
Click the '''Close '''button to return to the Oracle Primavera P6 main page.  At this point your '''XML formatted source plan''' is stored in the specified location you provided to Oracle Primavera P6.
 +
 
 +
====Exporting Oracle Primavera P6 XML Compressed in Type .ZIP Files====
 +
 
 +
'''Exporting '''the '''.ZIP '''file containing the '''XML''' formatted fields from your Oracle Primavera P6 '''source plan''' is similar to '''exporting''' the '''.XER '''file format.  However, a couple of the selections in the Oracle Primavera P6 '''Export '''form are different as discussed below.
 +
 
 +
To start the file '''export''' process in Oracle Primavera P6, assuming you have the desired '''source plan''' open and active, click the '''File''' button on the Oracle Primavera P6 top tool bar to access the dropdown list of commands shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(50)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(50)-07232021.png</center>-->
 +
 
 +
Next, click the '''Export…''' button as shown above to access the Oracle Primavera P6 '''Export''' form’s '''Export Format''' page shown below where the '''Primavera P6 – (XER)''' radio button is already selected as the '''default''':
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(51)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(51)-07232021.png</center>-->
 +
 
 +
In the form above, click the '''Primavera P6 – (XML)''' radio button as shown here:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(57)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(57)-07232021.png</center>-->
 +
 
 +
After assuring that the '''Primavera P6 – (XML) '''radio button is clicked '''ON''', click the '''Next''' button on the '''Export Format '''page to access the '''Projects to Export '''page where, in the illustration below, one project is included and the '''Export''' field in the grid has the checkbox checked '''ON''' to indicate that the project is to be '''exported''':
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(58)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(58)-07232021.png</center>-->
 +
 
 +
With '''XML format exports''' you have the option to select a '''Baseline''' associated with the '''source plan''' and '''export '''that '''baseline '''as part of the '''XML format'''.  To do this, click the right most highlighted area where it says '''Select…''' to access the '''Baselines to Export''' form shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(59)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(59)-07232021.png</center>-->
 +
 
 +
In the illustration above, there are two '''Baselines''' available to '''export'''.  Checking the '''Export '''checkbox '''ON '''for the top '''Baseline''' assures that this '''baseline '''is '''exported '''in the '''XML format'''. You have the option to select more than one '''baseline '''to '''export''' or you may choose not to '''export '''any '''baselines''' with the '''XML format'''.  Click the '''OK '''button on the '''Baselines to Export''' form to close the form.  When you do this, the '''Baselines to Export''' field in the grid of the '''Projects to Export '''form is updated to reflect the name of the '''Baseline''' or '''Baselines '''that are '''exported '''with the '''XML format'''.  Then, click the '''Next '''button on the '''Projects to Export '''page to transition to the '''File Name '''page discussed next.
 +
 
 +
Once at the '''File Name''' page, please note that there is a checkbox below the '''File Name''' window on the '''Export''' form.  The '''Export all project level layouts''' checkbox, when checked '''ON''' tells Oracle Primavera P6 to '''export''' the '''.ZIP compressed file''' containing the '''XML formatted''' file for the project being '''exported'''.  With this checkbox checked '''ON''', click the '''… '''dropdown button on the right side of the '''File Name''' window to access the Oracle Primavera P6 '''Save File''' form and type in the desired '''file name''' for the '''exported file''' as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(60-1)-09222021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(60-1)-09222021.png</center>-->
 +
 
 +
Once the '''Save File''' form is accessed, select the '''File name '''that you want to use for the '''exported .ZIP''' file that contains your '''XML formatted source plan'''.  When the '''file name '''is selected or typed in, click the '''Save '''button on the '''Save File''' form to return to the '''File Name '''page. 
 +
 
 +
On the '''File Name '''page there is a check box titled '''Export all project level layouts'''.  We recommend that this checkbox be checked '''ON '''so that you are assured of '''exporting''' all available fields (i.e., Oracle Primavera P6 '''Columns''') available with the '''XML format'''. 
 +
 
 +
Clicking the '''Save''' button on the '''Save File''' form saves the file to the designated folder and returns to the '''File Name '''form where you can now click the '''Finish '''button to complete the save process as shown here:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(61)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(61)-07232021.png</center>-->
 +
 
 +
Clicking the '''Finish''' button shown above accesses the '''Export Result '''page of the form with an indication of the success of the process as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(62)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(62)-07232021.png</center>-->
 +
 
 +
Click the '''Close '''button to return to the Oracle Primavera P6 main page.  At this point, the '''.ZIP file''' containing your '''XML formatted '''source plan is stored in the specified location you provided to Oracle Primavera P6. 
 +
 
 +
'''OnePager''' automatically '''UNZIPs''' the selected '''.ZIP formatted''' file at the point where the file is '''imported''' through the actions you take with the '''OnePager choices''' form. 
 +
 
 +
You have the option to '''UNZIP''' the file and managing the contents before presenting the desired '''XML formatted''' file to '''OnePager'''.  Typically double clicking on the desired '''.ZIP''' file will cause '''Microsoft Windows''' to open a new directory form with the selected '''.ZIP '''file '''UNZIPPED''' as shown below: 
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(63)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(63)-07232021.png</center>-->
 +
 
 +
It is recommended that this '''.XML '''extracted file be copied and pasted into a folder where it can be accessed easily by '''OnePager'''.
 +
 
 +
====Exporting Oracle Primavera P6 XER Type Files====
 +
 
 +
To start the file '''export''' process in Oracle Primavera P6, assuming you have the desired source plan open and active, click the '''File''' button on the Oracle Primavera P6 top tool bar to access the dropdown list of commands shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(50)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(50)-07232021.png</center>-->
 +
 
 +
Next, click the '''Export…''' button as shown above to access the Oracle Primavera P6 '''Export''' form’s '''Export Format''' page shown below where the '''Primavera P6 – (XER)''' radio button is already selected as the default:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(51)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(51)-07232021.png</center>-->
 +
 
 +
Then, click the '''Next '''button as shown above to get to the '''Export Type''' page where the '''Project''' radio button is the default selection:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(52)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(52)-07232021.png</center>-->
 +
 
 +
Clicking the '''Next''' button again on the '''Export Type '''page accesses the '''Projects to Export '''page where, in the illustration below, one project is included and the '''Export''' field in the grid has the checkbox checked '''ON''' to indicate that the project is to be '''exported''':
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(53)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(53)-07232021.png</center>-->
 +
 
 +
Once, assuring that the '''Export '''checkbox is checked '''ON''' for the desired project, click the '''Next '''button to access the '''File Name''' page.  At the '''File Name''' page, click the '''… '''dropdown button on the right side of the window to access the Oracle Primavera P6 '''Save File''' form and type in the desired '''file name''' for the '''exported file''' as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(54)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(54)-07232021.png</center>-->
 +
 
 +
Clicking the '''Save''' button on the '''Save File''' form saves the file to the designated folder and returns to the '''File Name '''form where you can now click the '''Finish '''button to complete the save process as shown here:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(55)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(55)-07232021.png</center>-->
 +
 
 +
Clicking the '''Finish''' button shown above accesses the '''Export Result '''page of the form with an indication of the success of the process as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(56)-07232021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(56)-07232021.png</center>-->
 +
 
 +
Click the '''Close '''button to return to the Oracle Primavera P6 main page.  Your '''XER '''file is now located where you specified on your computer and is available for '''import '''to '''OnePager.'''
 +
 
 +
====Launching OnePager after Exporting Source Plan File from Oracle Primavera P6====
 +
 
 +
Once either the '''XML '''file (extracted from the '''.ZIP''' file) or the '''XER '''file is available on your computer, you can now launch '''OnePager '''and create a chart.
 +
 
 +
To illustrate this, launch '''OnePager '''and click the '''NEW '''button on the '''OnePager Bundle Start '''form which accesses the abbreviated '''OnePager choices''' form where you can click the '''Select '''button in the '''Please select a source file''' section of the abbreviated form to access the dropdown menu as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(64-1)-09222021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(64-1)-09222021.png</center>-->
 +
 
 +
In the illustration above, clicking the '''BROWSE Primavera P6 Files… '''option, accesses the '''OnePager Bundle Open '''form listing all Oracle Primavera P6 files available for '''import''' to '''OnePager''' as shown below: 
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(65)-07262021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(65)-07262021.png</center>-->
 +
 
 +
When you make your file selection in the above form and click the '''Open '''button on the '''OnePager Open '''form, the '''OnePager choices '''form expands to show the selection and provides access to the form’s remaining fields where you can make to remainder of your selections so '''OnePager''' can create your chart as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(66-2)-02252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(66-2)-02252022.png</center>-->
 +
 
 +
After completing this sub-section, we recommend that you return to the top of this article where the discussion continues with further details on '''importing '''Oracle Primavera P6 source plans into '''OnePager Bundle Standalone''' at:  [[Using Oracle Primavera P6 Source Plans with OnePager Version 7.2#Launching OnePager | Launching OnePager ]] 3.0.3.1-72
 +
 
 +
====Do Not Mix XML and XER Source Plan Files When Making Multiple-Project Charts====
 +
 
 +
OnePager does not support the '''mixing''' of '''XML formatted source plans''' with '''XER formatted source plans''' when constructing '''multi-project source plan packets''' for '''import''' to OnePager.  For example, if you attempt the steps outlined in the illustration below, OnePager shows an error message and upon clicking '''OK''' on the '''OnePager Message''' form you are returned to the '''Data source selection''' form as shown here:
 +
 
 +
<center>[[File:P71-8_5_2-71-(18-1)-102252022.png]]</center>
 +
<!--<center>P71-8_5_2-71-(18-1)-02252022.png</center>-->
 +
 
 +
==Related Links==
 +
 
 +
[https://www.onepager.com/support/video_tutorials/onepager_71.html What's New with OnePager Release 7.1? Video]  <!--Update this link when 7.2 video is available-->
 +
 
 +
[https://www.onepager.com/support/faq.php?id=77 OnePager Doesn't Launch when the Standalone Icon is Clicked]
 +
 
 +
[http://www.onepager.com/about/contact_us.php Contact OnePager Support]
 +
 
 +
[https://www.onepager.com/support/video_tutorials/primavera-p6.html Getting Started with Primavera P6]
 +
 
 +
[[What's New with OnePager Release 7.2?]] 0.4-72
 +
 
 +
[[Installing and Activating OnePager Bundle for Version 7.2 (Portal) | Installing and Activating OnePager Bundle (Portal)]] 2.0.3-72
 +
 
 +
[[Getting Started with OnePager Pro Version 7.2]] 3.0.1-72
 +
 
 +
[[Getting Started with OnePager Express Version 7.2]] 3.0.2-72
 +
 
 +
[[Using Smartsheet Source Plans with OnePager Version 7.2 | Using Smartsheet Source Plans with OnePager]] 3.0.3.3-72
 +
 
 +
[[Using Microsoft Project/Excel Source Plans with OnePager Bundle Version 7.2 | Using Microsoft Project/Excel Source Plans with OnePager Bundle]] 3.0.3.2-72
 +
 
 +
[[Using Microsoft Project/Excel Source Plans with OnePager Version 7.2 | Using Microsoft Project/Excel Source Plans with OnePager]] 3.0.3.2-72
 +
 
 +
[[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] 4.0.1.5-72
 +
 
 +
[[OnePager Import of Data from Primavera P6 for Version 7.2 | OnePager Import of Data from Primavera P6]] 4.0.1.6-72
 +
 
 +
[[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72
 +
 
 +
[[Conditional Import for Version 7.2 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-72
 +
 
 +
[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72
 +
 
 +
[[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-72
 +
 
 +
[[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-72
 +
 
 +
[[Modifying the Time Axis for Version 7.2 (Portal) | Modifying the Time Axis (Portal)]] 22.0.1-72
 +
 
 +
[[Managing Chart Data for Version 7.2 | Managing Chart Data (Portal)]] 23.0.1-72
 +
 
 +
[[Managing Templates for Version 7.2 (Portal) | Managing Templates (Portal)]] 24.0.1-72
 +
 
 +
[[Oracle Primavera P6 Columns Available to OnePager for Version 7.2 | Oracle Primavera P6 Columns Available to OnePager]] 29.1.1-72
 +
 
 +
(3.0.3.1-72)
 +
 
 +
[[Category:Version 7.2]]
 +
[[Category:Getting Started with Version 7.2]]
 +
[[Category:Add-in]]
 +
[[Category:Standalone]]
 +
[[Category:Launching From Microsoft Project]]
 +
[[Category:Launching From Microsoft Excel]]
 +
[[Category:Oracle Primavera P6]]
 +
[[Category:OnePager Bundle Start Form]]
 +
[[Category:OnePager Choices Form]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
[[Category:Project Views]]
+
[[Category:Charts]]
 
[[Category:Templates]]
 
[[Category:Templates]]
[[Category:Project-View Properties Form]]
+
[[Category:Editing the Chart]]
 +
[[Category:Sharing Output]]
 +
[[Category:Task Links]]
 +
[[Category:Time Axis]]
 +
[[Category:Multiple Swimlane Levels]]
 +
[[Category:OnePager - Tool Bar]]
 +
[[Category:Help]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]
 +
[[Category:OnePager Bundle]]

Revision as of 14:02, 31 May 2022

Contents

Introduction

To use OnePager Bundle Standalone with Oracle Primavera P6 you are required to have Oracle Primavera P6 installed on your computer with OnePager Bundle, possess a valid Oracle Primavera P6 license and an account, and have Oracle Primavera P6 source plans that can be imported to OnePager Bundle. With these requirements satisfied, OnePager Bundle can access your Oracle Primavera P6 XML formatted, ZIP formatted, or XER formatted files and create a NEW chart, UPDATE an existing chart, or OPEN an already created chart residing on your computer.

This article is a complete guide for using OnePager Bundle Standalone for importing Oracle Primavera P6 XML, ZIP, or XER files through the creation of a OnePager Chart, editing the chart, and incorporating the chart into a schedule conversation such as pasting the chart into a Microsoft PowerPoint presentation.

As a convention, whenever we refer to the OnePager Bundle in the context of Oracle Primavera P6, we'll just say OnePager when its absolutely clear that we are discussing OnePager with Oracle Primavera P6. Since only the Standalone edition of OnePager can import Oracle Primavera P6 XML formatted, XER formatted files, and ZIP formatted files containing XML formatted data, we'll just leave the suffix "Standalone" off.

Launching OnePager Using Oracle Primavera P6 Source Plans for the First Time

Preparing the Oracle Primavera P6 Source Plan

Selecting Oracle Primavera P6 Activities and/or WBS Elements to Import to OnePager

OnePager supports both Oracle Primavera P6 XML and XER export file structures. OnePager also supports Oracle Primavera P6 exported ZIP formatted files containing XML formatted source plans. As with OnePager Pro and OnePager Express, OnePager used with Oracle Primavera P6 source plans requires that you add a Flag field to your source plan that can be coded with Yes text values to indicate to OnePager that the source plan's row entry is to be imported and displayed in the Chart Editor. An example Oracle Primavera P6 source plan based on the BlueGrass Project Plan used elsewhere in this Wiki is shown below with the column Flag20 indicating the import Flag field:

P71-3 0 3 2-71-(1-1)-06022021.png

To control which activities and/or WBS Elements are imported by OnePager as task bars, you need to specify the Oracle Primavera P6 field as shown above where the Oracle Primavera P6 User Defined field named Flag20 was added as a text field and the activities that we wish to import have this field's contents set to the text Yes for each activity we wish to import. When making your first chart, we strongly recommend that you select 50 or fewer tasks.

There are other methods for specifying which activities and/or WBS Elements are imported to OnePager. For more detailed information on making activity and/or WBS Element selections for import to OnePager, please see the sub-section at this article: Selecting Activities for Import into OnePager 4.0.1.6-72

Please note that OnePager is shipped with a number of fully populated Templates Properties forms that are tailored to a typical Oracle Primavera P6 source plan. Note that three field heading types must always be present: Activity Name, Start, and End.

Importing Oracle Primavera P6 Source Plans into OnePager

OnePager can import either Oracle Primavera P6 XML formatted or XER formatted files. Therefore, these files must first be exported from your Oracle Primavera P6 application and stored under an appropriate file name of your choosing. Oracle Primavera P6 XML formatted and XER formatted files can be directly imported into OnePager as discussed in the next section. Since Oracle Primavera P6 XML formatted files can also be exported as ZIP file, OnePager can UNZIP these files and import these UNZIPPED XML formatted files to OnePager.

For detailed information on exporting XER formatted and XER formatted files from Oracle Primavera P6, please see the sub-section in this article at: Exporting XML Formatted, ZIP Formatted, and XER Formatted Files from Oracle Primavera P6 to OnePager 3.0.3.1-72

All examples which follow in this article use Oracle Primavera P6 XER formatted files as import to OnePager.

Launching OnePager

With the requirements above satisfied, you can access your Oracle Primavera P6 XML or XER formatted source plans by first launching OnePager from your desktop using the OnePager Bundle Icon shown here:

P71-3 0 3 3-71-(1-1)-10152021.png

Clicking the OnePager Bundle Icon causes a splash page to be displayed and then you are taken to the OnePager Bundle -- Chart Editor as shown in the sequence below:

P71-3 0 3 3-71-(3-1)-10152021.png


P71-3 0 3 3-71-(4-1)-101512021.png

The OnePager Bundle Start form shown in the above illustration provides you with three options:

1) NEW Clicking the NEW buttons accesses the OnePager choices (OPC) form.
2) UPDATE Clicking the UPDATE button allows you to BROWSE FILES for an existing chart file or select a recently-opened chart.
3) OPEN Clicking the OPEN button allows you to BROWSE FILES for an existing chart or select a recently-opened chart.

Creating a NEW Chart from an Oracle Primavera P6 XML or XER Source Plan

If you are launching OnePager for the first time and intend to use an exported Oracle Primavera P6 XML or XER source plan, click the NEW button which accesses the abbreviated OnePager Choices form as shown below:

P71-3 0 3 3-71-(5-1)-10152021.png

Next, click the Select button to access the dropdown menu where you have the options shown in the illustration below:

P71-3 0 3 2-71-(6-2)-10152021.png

Clicking the desired Oracle Primavera P6 source plan entry shown above (BlueGrass Project Plan.xer) tells OnePager which Oracle Primavera P6 file to load under the control of the defined Flag20 flag field and expands the previously abbreviated OnePager Choices form shown here:

P71-3 0 3 2-71-(10A-3)-02252022.png

Shown in the illustration above is the file name for the Oracle Primavera P6 source plan and the distributed Oracle Primavera P6 Template Properties form that OnePager selects as a starting point for you. Also shown above is the chart name selected as an example for the NEW OnePager Bundle chart. OnePager also recognizes the Oracle Primavera P6 Flag20 field as the import selection field because its contents are Yes and blanks. At this point you can change the Template Properties form used to build the chart by clicking the Change button in the Starting Template sub-section of the OnePager Choices form. You can change the chart name at any time before clicking the Create new chart button.

Options on the New OnePager Choices form

The OPC form gives you more options for selecting source plans. The illustration above shows that OnePager is initiated from Oracle Primavera P6 with the source plan shown in the Selected File(s) group shown above. The Add/Remove button gives you the capability to add more source plans to the source packet or, for multiple file packets, or to remove files. Clicking the Add/Remove button accesses the Data source selection form as shown below:

P71-3 0 3 1-71-(7-4)-02252022.png

The Data source selection form displays the current source plan that was loaded when you launched OnePager. This form lets you Add more Oracle Primavera P6 source plans to create a multi-project chart or Remove a source plan from a multi-file source packet. These options are detailed below.

Adding a New Source Plan

When you click the Add button, OnePager gives you the option to access a Windows Open form when you select the BROWSE FILES… option as shown here:

P71-3 0 3 1-71-(8-2)-20252021.png

Clicking the BROWSE FILES… option displays a Window’s Open form so you can select an Oracle Primavera P6 source plan to add to the source packet. A sample Open form is shown below:

P71-3 0 3 1-71-(9)-06042021.png

When you select a desired Oracle Primavera P6 source plan and click the Open button as shown above, OnePager adds the source plan to the source packet and displays it in the Data source selection window as shown below:

P71-3 0 3 1-71-(10)-06042021.png

The selected source plan is added to the source packet as shown above. OnePager shows the path name of the source plan in the window if you hover the mouse over the source plan name. If you select a recently used source plan from the dropdown menu displayed when the Add button is clicked (Data source selection form), OnePager adds that source plan to the source packet.

Removing a Source Plan

The Remove button allows you to remove a source plan from a source packet if that source plan is not needed to create the new chart. To remove a source plan, first select the source plan in the Data source selection form’s grid so that it is highlighted in blue then click the Remove button as shown in the sequence below:

P71-3 0 3 1-71-(11-1)-06042021.png


P71-3 0 3 1-71-(12)-06042021.png

Other Choices to Make

Moving on to the other groups of the OPC form, you are asked to confirm a few things before you build the chart. OnePager makes good guesses for each of these choices, but you can change any of them:

P71-3 0 3 1-71-(15-3)-02252022.png

Starting Template Properties Form

The current Template Properties form determines which fields are imported from Oracle Primavera P6 source plan files and how the initial chart looks. OnePager ships with many sample Templates Properties forms, but you can also customize your own Template Properties form. To choose which Template Properties form to use in building your chart, click the Change… button in the top group of the OPC form as shown here:

P71-3 0 3 1-71-(15A-3)-02252022.png

The dropdown list shown in the illustration above only shows RECENT and PERMANENT Templates selections for the source plan type you selected previously in the Selected File(s) sub-control group above.

When using OnePager with Oracle Primavera P6 source plans it is required that you use Oracle Primavera P6 Template Properties forms. If OnePager detects that there is a mismatch between source plan file type and the Template Properties form, a warning message is provided.

For now, just stick with the default Template Properties form entitled Single Project Gantt View – Detailed for Primavera, but you can always use a different Template Properties form to get a different type of chart.

Title of the New Chart

This is the Title of the chart and also the suggested save name. You can change the save name when you save it. We recommend that you enter a Title that helps you identify the chart later on as shown here:

P71-3 0 3 1-71-(15B-3)-102252022.png

For each chart you create, OnePager remembers colors, titles, legends, font sizes, and all other graph properties so that your work is saved. Later, you can update the chart with a snapshot of how the project looks on a different date. Then you can browse through the snapshots to see how the project is changing over time. OnePager also saves the path name associated with the chart's save name (.TAM).

Task Selection

In this section of the form you tell OnePager which activities to import from your Oracle Primavera P6 source plan as indicated below:

P71-3 0 3 1-71-(15C-3)-102252022.png

Either click the Select all tasks radio button to create a chart with everything or choose a Flag field. You can make several charts from a single Oracle Primavera P6 source plan, each using a different Flag field. In OnePager, if no Flags are set to Yes, OnePager provides you with a warning message shown below:

P71-3 0 3 1-71-(15D)-06042021.png

Clicking the Select tasks by custom filter button enables the Edit filters... button. Clicking the Edit filters... button takes you to a form that controls the Conditional Import Filters feature as shown here.

P71-3 0 3 1-71-(15E-4)-02252022.png

For more detailed information on Conditional Import, please see the article at: Conditional Import Filters (Portal) 7.18.1-72

Snapshot Date

This is the date of the chart and lets you keep track of how schedules change over time. The snapshot date is set by default from your Oracle Primavera P6 source plan's Data date. You can change the snapshot date by clicking on the dropdown button at the window shown in the illustration below:

P71-3 0 3 1-71-(15F-2)-02252022.png

Making a calendar date selection as shown above establishes the snapshot date for the chart and the snapshot being created. Each chart can have many snapshots. Snapshots and their management are important topics. Snapshots are the basis of how OnePager helps you track the progress of your project.

For more information on Snapshots and their Management, please see the articles at: Managing Chart Data (Portal) 23.0.1-72

Show Field Mappings

The Show field mappings checkbox is near the bottom of the form. When this checkbox is checked ON you have a chance to review and change the Oracle Primavera P6 field mappings to OnePager before you make your first chart. To do this, click the Next> button as shown here:

P71-3 0 3 1-71-(15G-3)-02252022.png

You now see the following form:

P71-3 0 3 1-71-(16-1)-10152021.png

Notice in the above form that OnePager has relied on the current Template Properties form to make some guesses on which Oracle Primavera P6 source plan fields should be used in making the chart. You can easily change any of these field mappings by making selections from the dropdown menus. For example, shown below is how to change which Finish in Oracle Primavera P6 is used to create the chart's Finish:

P71-3 0 3 1-71-(17-2)-17152021.png

Creating the Graph

We've gone ahead and selected a more elaborate Template Properties form so when the Create new chart button is clicked, the Oracle Primavera P6 source plan is imported and used to create the OnePager chart shown here:

P71-3 0 3 1-71-(11A-1)-10152021.png

Copying the Chart to Microsoft PowerPoint

OnePager provides access to the Windows clipboard so you can copy the chart and paste it into another application. To copy the current chart snapshot to the clipboard click the Copy button on the Home ribbon tool bar tab as shown below:

P71-3 0 3 1-71-(37A-1)-10152021.png

Then launch Microsoft PowerPoint and paste the clipboard copy of the chart into a Microsoft PowerPoint slide, as shown below:

P71-3 0 3 1-71-(37)-06072021.png

That’s it! You’ve created a professional 1-page schedule summary from a complex Oracle Primavera P6 schedule and copied it into a Microsoft PowerPoint presentation. You can also print the chart by selecting the Print button on the File tab. OnePager Bundle has other features that let you move task bars vertically to different rows and swimlanes, change the number and levels of swimlanes, add swimlane titles, show graphic dependencies among tasks, change task bar colors, hide task bars, edit text items, add floating comment boxes, add comment boxes to task bars, and standardize on chart styles across organizations.

To learn more about these features, read about the specific workflows in this Wiki at: Basic Workflows (Portal) 7.0.1-72 and Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-72

Opening a Chart

The OnePager Bundle's OnePager Start form has two additional buttons for accessing existing charts built with OnePager (OPEN) and for specifically updating an existing chart with updated source plan information (UPDATE).

The right-most button on the OnePager Start form is the OPEN button. Clicking the OPEN button displays a dropdown menu which is the same for the UPDATE button. The options in the dropdown are discussed below:

P71-3 0 3 1-71-(19A-1)-10152021.png

Clicking the BROWSE FILES... option accesses a Windows Open form from which you can select a .TAM that you want to open. Selecting the desired .TAM causes OnePager to display the selected chart in the Chart Editor. From the Chart Editor, you can edit the chart, save it, or share it with others. Clicking any of the RECENT charts items in the dropdown menu above causes OnePager to load the associated .TAM into the Chart Editor.

Updating a Chart

OnePager supports updates to your chart through the UPDATE button found on the OnePager Bundle Start form. Clicking the UPDATE button provides the same options in terms of a dropdown list as described above for the OPEN button. A sample UPDATE button dropdown is shown here:

P71-3 0 3 1-71-(4A-1)-10152021.png

Updates to OnePager charts are performed by adding snapshots which are a series of charts produced from a sequentially updated Oracle Primavera P6 source plan over time. Updates can be made to existing charts in the set of existing snapshots. Snapshots are identified by a snapshot date. The management of snapshots with a chart is described in the sub-sections that follow.

Replacing A Snapshot - Updating a Chart with Changes Made to the Oracle Primavera P6 Source Plan's Data

Suppose, after examining the chart you created and saved, you realize that it might be best to show more task bars. This, you think, would greatly improve your schedule presentation. Updating the chart at this point is simple. Recall that OnePager is active and the Chart Editor is displaying the current chart you want to update. At this point the updated Oracle Primavera P6 source plan should be updated and its updated XER or XML file exported to some file location on your computer. The original chart looked like this:

P71-3 0 3 1-71-(11A-1)-10152021.png

Since Oracle Primavera P6 is still an active program and the Oracle Primavera P6 source plan you are using is still being displayed, go back to the Oracle Primavera P6 application and change the Flag20 field setting from blank to Yes for the activities you want to now import and display. A section of the Oracle Primavera P6 source plan where this is done is shown below:

P71-3 0 3 1-71-(19B)-06072021.png

Once you’ve made the Flag20 changes to Activity ID's A1050 through A1080 in the Oracle Primavera P6 the source plan looks like this:

P71-3 0 3 1-71-(19C)-06072021.png

With the Oracle Primavera P6 source plan updated, export the source plan as an XER file with the same name as the original Oracle Primavera P6 source plan file. Next, go back to OnePager and navigate to the Data ribbon tool bar tab where you see several buttons. To update your chart to show the additional task bars from your Oracle Primavera P6 source plan, click the Replace Snapshot button as shown below:

P71-3 0 3 1-71-(19D-2)-03152022.png

When you click the Replace Snapshot button, OnePager accesses the Oracle Primavera P6 XER file you just changed and exported, imports all the activities that changed, and updates your chart. At the conclusion of the operation, the updated chart looks like this:

P71-3 0 3 1-71-(19E-2)-03152022.png

The example above is just one of many uses of the Data ribbon tool bar tab’s Replace Snapshot button when you need to update a chart. You can do this as many times as necessary until the chart is the way you need it. In addition to adding and removing activities by changing the Oracle Primavera P6 Flag20 field, you can change source plan activity Start, Finish, or Percent Complete and display these data changes in the chart. Using the procedure above you can do this very efficiently. You can now save the chart by giving it a save name. When you save the chart in, OnePager saves the .TAM and saves the Oracle Primavera P6 source plan name and path information. This is useful when you want to further update the chart or when you want to add a snapshot later on. In the examples below we assume that the chart is saved as BlueGrass Project Report - P6.

Adding a Snapshot - Adding to the Chart with Changes Made to the Oracle Primavera P6 Source Plan's Data

The power of OnePager is illustrated when, after a period of progress on the project, it is time to produce another chart. OnePager produces your next snapshot with the same look and feel as the original assuming that the Oracle Primavera P6 source plan was updated with actual start and finish, percent complete, and other relevant data during the reporting interval. OnePager can easily generate a new snapshot.

Suppose we have the original chart we created and we want to create another graph from the updated Oracle Primavera P6 source plan on later on in the project. A portion of the original chart is shown below:

P71-3 0 3 1-71-(20-2)-10152021.png

Before creating a new snapshot to show updates to the plan, we need to update the Oracle Primavera P6 source plan say by updating the Percent Complete for activities that have progressed to , say, 50%. When the source plan is updated with this revised information and exported, we can proceed. Launch OnePager and click the UPDATE button on the OnePager Bundle Start form. Doing so accesses the following OnePager choices (OPC) form shown here:

P71-3 0 3 1-71-(20A-2)-02252022.png

In the OPC form, select the NEW snapshot at date: as shown above. You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time. To see which snapshot dates already exist, just position your mouse over the NEW snapshot at date: window to see a list of the existing dates.

P71-3 0 3 1-71-(20B-2)-02252022.png

You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:

P71-3 0 3 1-71-(20C-2)-02252022.png

Un-check the Show field mappings checkbox OFF if you want to use the same field mappings as you used before. The bottom of the screen now looks like this:

P71-3 0 3 1-71-(26)-06072021.png

Pressing the large New button creates a new snapshot for the chart. The chart opens at the new snapshot. The color, fonts, title, and swimlane assignments are consistent between the two snapshots:

P71-3 0 3 1-71-(20D)-06072021.png

You can go back and forth between the two snapshots by using the snapshot forward/backward buttons on the View ribbon tool bar tab as shown below:

P71-3 0 3 1-71-(20E-1)-10152021.png

Editing the Chart

Once the OnePager chart is created it can be edited in the Chart Editor. The editing options are very robust with features available to move task bars up and down in the chart, change color and sizes of task bars and row heights, and change the sizes of text font which is used below to illustrate how chart editing can be done.

Editing Task Bar Name Label Font Sizes

You can always edit the font sizes and label positions on task bars and milestone symbols to optimize readability. To do this, hold down the left mouse button and drag a selection box (Lasso) that encloses many task bars and milestone symbols at once:

P71-3 0 3 1-71-(29)-06072021.png

When you release the mouse, the enclosed task bars and milestone symbols are all be selected:

P71-3 0 3 1-71-(30)-06072021.png

Click the Increase Font Size button on the Home ribbon tool bar tab shown below:

P71-3 0 3 1-71-(31-1)-10152021.png

The chart now looks something like this:

P71-3 0 3 1-71-(32)-06072021.png

Repeating this operation for the remaining task bars and milestone symbols (we could have done Select All and done it all at once!), we obtain a chart with larger fonts on all the task bars and milestone symbols:

P71-3 0 3 1-71-(33)-06072021.png

Editing Task Bar Name Label Positions

Another common editing action is to move the task bar's name label from their current positions to positions elsewhere around or on the task bar. To do this, click the name label to select it and then click the Label Position button on the Home ribbon tool bar tab. This action accesses the Label Position dropdown list where you can select one of the label positioning buttons as shown here:

P71-3 0 3 1-71-(34)-06042021.png

At this point, as an example, click the Left option in the dropdown and the selected name label is moved to the left side of the task bar as shown here:

P71-3 0 3 1-71-(34A)-06042021.png

In case you change your mind about the last editing action you took, you can UNDO the last editing action by clicking the UNDO button above the OnePager ribbon tool bar tabs. Successive clicking the UNDO button undoes editing actions in the reverse order that they were applied.

P71-3 0 3 1-71-(35)-06042021.png

Save the edited chart by pressing the Save button above the ribbon tool bar tab next to the UNDO button. All of the font size changes, text-position edits, and the new Legend position are now saved in case you need to update this chart with new data at a later time.

Editing Other Chart Contents

The examples above are just samples of Chart Editor capabilities provided for editing within the chart. Making other edits to task bars and milestone symbols and name labels are covered in more detail in this article: Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-72

Additionally, you can add task bar and milestone symbol information related to each activity and milestone imported such as baseline data, percent complete information, and critical path information. You can add comment boxes to task bars, free floating comment boxes in the chart, vertical curtains, task links to show dependencies, multiple swimlane levels and background images. And you can change the chart's Start/End Dates, add or hide the Legend, and add time axis levels at the top, bottom, and within the graph (floating time axis rows). Further, you are able to edit task bar and milestone symbol shapes, colors, and fill patterns; you have controls for editing rows/swimlanes, text columns, headers and footers in the chart, background colors, and other text information shown in the graph.

These capabilities and the articles that provide the detailed information on how to use them can be found at this index page: Ways to Make Changes to Your Chart 0.04-72

Enhanced Capabilities Provided with OnePager

All editions of OnePager are distributed with all the enhanced capabilities previously available in OnePager Pro and Express. These capabilities include Multiple Swimlane definition and editing, display and editing of Task Links, and additional features for displaying and editing on the Time Axis.

Multiple Swimlane Levels

With Version 7.1 all editions of OnePager now support three swimlane levels which can be nested inside one another to better display a hierarchy relationship for a Program, it’s Projects, and their Phases as shown here:

P71-3 0 3 1-71-(40)-07042021.png

In the illustration above, the first swimlane level is “Program” and under it as the second swimlane level are its “Projects”. The third swimlane level under each “Project” are “Phases” and the rows within each Phase show the task bars at their appropriate start/end dates. Definition and editing of these multiple swimlane levels is accomplished in the Template Properties and Chart Properties form’s Rows/Swimlanes tab that is modified to provide all the controls necessary to manage these multiple swimlane levels in the chart. The Rows/Swimlanes tab of the Chart Properties form is shown below:

P71-3 0 3 1-71-(41-1)-06082021.png

In addition to adding multiple swimlane levels, the tab shown above is simplified by reorganizing the controls associated with Rows and Text Columns. Sorting controls for rows and swimlanes are in separate sub-control groups as shown above. There is a Row Borders Formatting… button in the Rows control group with the controls for defining and global editing of row borders and access buttons for Swimlane Formatting… and Text Column Formatting… The controls shown above for the Chart Properties form are also found in the distributed Template Properties form’s Rows/Swimlanes tab. More detailed introductory information on the new Multiple Swimlane Levels feature can be found at these links:

Using Rows and Swimlanes 4.0.1.5-72
Creating and Editing Rows and Swimlanes (Portal) 12.0.1-72

Displaying Data-Driven Task Links

OnePager is enhanced to assist you with displaying Oracle Primavera P6 Predecessor fields in your chart. Typically, this feature is turned OFF in all Template Properties forms distributed with OnePager. However, the feature can be turned ON either before or after the creation of a chart. To turn the Data-Driven Task Link feature ON prior to creating a chart, go to the Template Properties form you plan to uses and click on the Task Links tab and then click the Import predecessors checkbox in the Data-Driven Task Links control group as shown below:

P71-3 0 3 1-71-(44-2)-10152021.png

With the Import predecessors checkbox checked ON in the Template Properties form, the chart first created looks like this:

P71-3 0 3 1-71-(43-1)-09222021.png

To turn the Data-Driven Task Link feature ON after the chart is created, go to the Chart Properties form's Task Links tab and then click the Import predecessors checkbox ON in the Data-Driven Task Links control group as shown below:

P71-3 0 3 1-71-(42-1)-09222021.png

Once imported, Data-Driven Task Links can be shown or hidden and can be edited globally using the Template Properties or Chart Properties forms as shown above or individually using a task link right-click context menu. OnePager continues to support manual Task Links which in previous OnePager versions were called Event Links. The OnePager Data-Driven Task Links feature is flexible and powerful.

More details are provided in the series of articles at: Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-72

Editing the Time Axis

All editions of OnePager are also enhanced with new capabilities and feature so you can edit the time axis and configure it to focus on specific time periods of interest in your project schedule presentation. As an example of the enhancements made to the time axis is the addition of the time axis cell stretch feature where you can lengthen the horizontal extend of any time axis cell so as to provide more space to focus on details within that time period. An example of a stretched lower level time axis cell is shown below:

P71-3 0 3 1-71-(45)-06072021.png

For additional detailed information on the editing of time axis cells and other related capabilities please see this article at: Modifying the Time Axis (Portal) 22.0.1-72

Hints and Tips

There are a couple of thing to keep in mind when using OnePager with Oracle Primavera P6 source plans.

Matching OnePager Templates with Your Source Plan Import

First, make sure that you are always using a Oracle Primavera P6 Template Properties form when attempting to create a OnePager chart with a Oracle Primavera P6 source plan. OnePager is capable of making charts using a variety of source plans including Microsoft Project, Microsoft Excel, and Smartsheet. Each of these source plan has its own set of distributed Template Properties forms and OnePager makes an effort to assure that source plan and Template Properties forms match. When they do not, this error message is provided:

P71-3 0 3 1-71-(46)-06072021.png

Exporting XML Formatted, ZIP Formatted, and XER Formatted Files from Oracle Primavera P6 to OnePager

Second, Oracle Primavera P6 has multiple Export Formats that can all be imported to OnePager.

OnePager can import from Oracle Primavera P6 either its XML format, ZIP format, or its XER format files. The XML formatted file and the ZIP formatted file contain more Oracle Primavera P6 column options than does the XER formatted file. Your selection of the export file type depends on the fields you wish OnePager to process and represent in your chart.

For a list of columns available in both the XML/ZIP formatted file and the XER formatted file, please see the article at: Oracle Primavera P6 Columns Available to OnePager 29.1.1-72

The following sub-sections provide a step-by-step description of how to export each of the file types to make then accessible to OnePager.

Exporting Oracle Primavera P6 XML Type Files Directly

Exporting the XML file containing the XML formatted fields without using a .ZIP file is similar to exporting the .XER file format. Exporting your selected data file as an XML formatted file is usually done when a single project source plan is being exported for use in OnePager or other applications. The selections in the Oracle Primavera P6 Export form are discussed below.

To start the file export process in Oracle Primavera P6, assuming you have the desired source plan open and active, click the File button on the Oracle Primavera P6 top tool bar to access the dropdown list of commands shown below:

P71-3 0 3 1-71-(50)-07232021.png

In the form above, click the Primavera P6 – (XML) radio button as shown here:

P71-3 0 3 1-71-(57)-07232021.png

After assuring that the Primavera P6 – (XML) radio button is clicked ON, click the Next button on the Export Format page to access the Projects to Export page where, in the illustration below, one project is included and the Export field in the grid has the checkbox checked ON to indicate that the project is to be exported:

P71-3 0 3 1-71-(58)-07232021.png

With XML format exports you have the option to select a Baseline associated with the source plan and export that baseline as part of the XML format. To do this, click the right most highlighted area where it says Select… to access the Baselines to Export form shown below:

P71-3 0 3 1-71-(59)-07232021.png

In the illustration above, there are two Baselines available to export. Checking the Export checkbox ON for the top Baseline assures that this baseline is exported in the XML format. You have the option to select more than one baseline to export or you may choose not to export any baselines with the XML format. Click the OK button on the Baselines to Export form to close the form. When you do this, the Baselines to Export field in the grid of the Projects to Export form is updated to reflect the name of the Baseline or Baselines that are exported with the XML format. Then, click the Next button on the Projects to Export page to transition to the File Name page discussed next.

Once at the File Name page, please note that there is a checkbox below the File Name window on the Export form. The default setting for the Export all project level layouts checkbox is ON which tells Oracle Primavera P6 to export the .ZIP compressed file containing the XML formatted file for the project(s) being exported.

IMPORTANT: To export the XML formatted file directly, you must UNCHECK the Export all project level layouts checkbox OFF. With this checkbox checked OFF, click the dropdown button on the right side of the File Name window to access the Oracle Primavera P6 Save File form and type in the desired XML formatted file name for the exported file as shown below:

P71-3 0 3 1-71-(60-2)-09222021.png

Once the Save File form is accessed, select the File name that you want to use for the exported XML formatted file that contains your source plan. When the file name is selected or typed in, click the Save button on the Save File form to return to the File Name page.

Clicking the Save button on the Save File form saves the file to the designated folder and returns to the File Name form where you can now click the Finish button to complete the save process as shown here:

P71-3 0 3 1-71-(61)-07232021.png

Clicking the Finish button shown above accesses the Export Result page of the form with an indication of the success of the process as shown below:

P71-3 0 3 1-71-(62)-07232021.png

Click the Close button to return to the Oracle Primavera P6 main page. At this point your XML formatted source plan is stored in the specified location you provided to Oracle Primavera P6.

Exporting Oracle Primavera P6 XML Compressed in Type .ZIP Files

Exporting the .ZIP file containing the XML formatted fields from your Oracle Primavera P6 source plan is similar to exporting the .XER file format. However, a couple of the selections in the Oracle Primavera P6 Export form are different as discussed below.

To start the file export process in Oracle Primavera P6, assuming you have the desired source plan open and active, click the File button on the Oracle Primavera P6 top tool bar to access the dropdown list of commands shown below:

P71-3 0 3 1-71-(50)-07232021.png

Next, click the Export… button as shown above to access the Oracle Primavera P6 Export form’s Export Format page shown below where the Primavera P6 – (XER) radio button is already selected as the default:

P71-3 0 3 1-71-(51)-07232021.png

In the form above, click the Primavera P6 – (XML) radio button as shown here:

P71-3 0 3 1-71-(57)-07232021.png

After assuring that the Primavera P6 – (XML) radio button is clicked ON, click the Next button on the Export Format page to access the Projects to Export page where, in the illustration below, one project is included and the Export field in the grid has the checkbox checked ON to indicate that the project is to be exported:

P71-3 0 3 1-71-(58)-07232021.png

With XML format exports you have the option to select a Baseline associated with the source plan and export that baseline as part of the XML format. To do this, click the right most highlighted area where it says Select… to access the Baselines to Export form shown below:

P71-3 0 3 1-71-(59)-07232021.png

In the illustration above, there are two Baselines available to export. Checking the Export checkbox ON for the top Baseline assures that this baseline is exported in the XML format. You have the option to select more than one baseline to export or you may choose not to export any baselines with the XML format. Click the OK button on the Baselines to Export form to close the form. When you do this, the Baselines to Export field in the grid of the Projects to Export form is updated to reflect the name of the Baseline or Baselines that are exported with the XML format. Then, click the Next button on the Projects to Export page to transition to the File Name page discussed next.

Once at the File Name page, please note that there is a checkbox below the File Name window on the Export form. The Export all project level layouts checkbox, when checked ON tells Oracle Primavera P6 to export the .ZIP compressed file containing the XML formatted file for the project being exported. With this checkbox checked ON, click the dropdown button on the right side of the File Name window to access the Oracle Primavera P6 Save File form and type in the desired file name for the exported file as shown below:

P71-3 0 3 1-71-(60-1)-09222021.png

Once the Save File form is accessed, select the File name that you want to use for the exported .ZIP file that contains your XML formatted source plan. When the file name is selected or typed in, click the Save button on the Save File form to return to the File Name page.

On the File Name page there is a check box titled Export all project level layouts. We recommend that this checkbox be checked ON so that you are assured of exporting all available fields (i.e., Oracle Primavera P6 Columns) available with the XML format.

Clicking the Save button on the Save File form saves the file to the designated folder and returns to the File Name form where you can now click the Finish button to complete the save process as shown here:

P71-3 0 3 1-71-(61)-07232021.png

Clicking the Finish button shown above accesses the Export Result page of the form with an indication of the success of the process as shown below:

P71-3 0 3 1-71-(62)-07232021.png

Click the Close button to return to the Oracle Primavera P6 main page. At this point, the .ZIP file containing your XML formatted source plan is stored in the specified location you provided to Oracle Primavera P6.

OnePager automatically UNZIPs the selected .ZIP formatted file at the point where the file is imported through the actions you take with the OnePager choices form.

You have the option to UNZIP the file and managing the contents before presenting the desired XML formatted file to OnePager. Typically double clicking on the desired .ZIP file will cause Microsoft Windows to open a new directory form with the selected .ZIP file UNZIPPED as shown below:

P71-3 0 3 1-71-(63)-07232021.png

It is recommended that this .XML extracted file be copied and pasted into a folder where it can be accessed easily by OnePager.

Exporting Oracle Primavera P6 XER Type Files

To start the file export process in Oracle Primavera P6, assuming you have the desired source plan open and active, click the File button on the Oracle Primavera P6 top tool bar to access the dropdown list of commands shown below:

P71-3 0 3 1-71-(50)-07232021.png

Next, click the Export… button as shown above to access the Oracle Primavera P6 Export form’s Export Format page shown below where the Primavera P6 – (XER) radio button is already selected as the default:

P71-3 0 3 1-71-(51)-07232021.png

Then, click the Next button as shown above to get to the Export Type page where the Project radio button is the default selection:

P71-3 0 3 1-71-(52)-07232021.png

Clicking the Next button again on the Export Type page accesses the Projects to Export page where, in the illustration below, one project is included and the Export field in the grid has the checkbox checked ON to indicate that the project is to be exported:

P71-3 0 3 1-71-(53)-07232021.png

Once, assuring that the Export checkbox is checked ON for the desired project, click the Next button to access the File Name page. At the File Name page, click the dropdown button on the right side of the window to access the Oracle Primavera P6 Save File form and type in the desired file name for the exported file as shown below:

P71-3 0 3 1-71-(54)-07232021.png

Clicking the Save button on the Save File form saves the file to the designated folder and returns to the File Name form where you can now click the Finish button to complete the save process as shown here:

P71-3 0 3 1-71-(55)-07232021.png

Clicking the Finish button shown above accesses the Export Result page of the form with an indication of the success of the process as shown below:

P71-3 0 3 1-71-(56)-07232021.png

Click the Close button to return to the Oracle Primavera P6 main page. Your XER file is now located where you specified on your computer and is available for import to OnePager.

Launching OnePager after Exporting Source Plan File from Oracle Primavera P6

Once either the XML file (extracted from the .ZIP file) or the XER file is available on your computer, you can now launch OnePager and create a chart.

To illustrate this, launch OnePager and click the NEW button on the OnePager Bundle Start form which accesses the abbreviated OnePager choices form where you can click the Select button in the Please select a source file section of the abbreviated form to access the dropdown menu as shown below:

P71-3 0 3 1-71-(64-1)-09222021.png

In the illustration above, clicking the BROWSE Primavera P6 Files… option, accesses the OnePager Bundle Open form listing all Oracle Primavera P6 files available for import to OnePager as shown below:

P71-3 0 3 1-71-(65)-07262021.png

When you make your file selection in the above form and click the Open button on the OnePager Open form, the OnePager choices form expands to show the selection and provides access to the form’s remaining fields where you can make to remainder of your selections so OnePager can create your chart as shown below:

P71-3 0 3 1-71-(66-2)-02252022.png

After completing this sub-section, we recommend that you return to the top of this article where the discussion continues with further details on importing Oracle Primavera P6 source plans into OnePager Bundle Standalone at: Launching OnePager 3.0.3.1-72

Do Not Mix XML and XER Source Plan Files When Making Multiple-Project Charts

OnePager does not support the mixing of XML formatted source plans with XER formatted source plans when constructing multi-project source plan packets for import to OnePager. For example, if you attempt the steps outlined in the illustration below, OnePager shows an error message and upon clicking OK on the OnePager Message form you are returned to the Data source selection form as shown here:

P71-8 5 2-71-(18-1)-102252022.png

Related Links

What's New with OnePager Release 7.1? Video

OnePager Doesn't Launch when the Standalone Icon is Clicked

Contact OnePager Support

Getting Started with Primavera P6

What's New with OnePager Release 7.2? 0.4-72

Installing and Activating OnePager Bundle (Portal) 2.0.3-72

Getting Started with OnePager Pro Version 7.2 3.0.1-72

Getting Started with OnePager Express Version 7.2 3.0.2-72

Using Smartsheet Source Plans with OnePager 3.0.3.3-72

Using Microsoft Project/Excel Source Plans with OnePager Bundle 3.0.3.2-72

Using Microsoft Project/Excel Source Plans with OnePager 3.0.3.2-72

Using Rows and Swimlanes 4.0.1.5-72

OnePager Import of Data from Primavera P6 4.0.1.6-72

Basic Workflows (Portal) 7.0.1-72

Conditional Import Filters (Portal) 7.18.1-72

Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-72

Creating and Editing Rows and Swimlanes (Portal) 12.0.1-72

Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-72

Modifying the Time Axis (Portal) 22.0.1-72

Managing Chart Data (Portal) 23.0.1-72

Managing Templates (Portal) 24.0.1-72

Oracle Primavera P6 Columns Available to OnePager 29.1.1-72

(3.0.3.1-72)