Difference between pages "Resizing the Width of Text Columns and Swimlanes for Version 7.0" and "Testing Article1"

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(Resizing Text Columns and Swimlane Labels)
 
 
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==Overview==
+
==Introduction==
  
1) On occasion '''swimlane level cell''' and '''text column cells''' may contain '''text strings''' or '''values''' that are too '''wide''' to clearly fit in the '''horizontal space''' available.
+
This article is divided into two major parts.  At the top of the article are descriptions for OnePager Pro Add-in and in the middle of the article are descriptions for OnePager Pro Desktop.  Please use this link to skip the OnePager Pro Add-in descriptions and immediately go to the OnePager Pro Desktop descriptions [[Testing Article1#Overview Flow Chart for OnePager Pro Desktop | Overview Flow Chart for OnePager Pro Desktop]].
  
2) The may happen because the '''Template Properties''' form being used has established '''swimlane cell''' and '''text column cell widths''' that are too narrow.
+
==Overview Flow Chart for OnePager Pro Add-in==
  
3) More common, is the occurrence where '''source plan data fields imported''' into OnePager contain information that does not fit in the '''horizontal space''' available.
+
<center>[[File:P70-7_1_1-70-(1)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(1)-08052019.png</center>-->
  
4) Where these occurrences are know prior to creating a OnePager chart, you have the option in the '''Template Properties''' form to set the '''widths''' of '''swimlane cells''' and '''text column cells''' before a chart is created.
+
===Procedure===
  
5) Additionally, once a chart is created, there are controls in the '''Chart Properties''' form for '''globally''' adjusting the '''widths''' of '''swimlane cells''' and '''text column cells''' after chart creation.
+
====Preparing the Microsoft Project Source Plan====
  
6) Finally, there are manual '''editing''' techniques available to adjust these same '''swimlane cells''' and '''text column cells widths''' using your mouse in the '''Chart Editor'''.
+
Launch Microsoft Project and access the required Microsoft Project '''source plan'''. Set the '''Flags/Numbers''' field into the Microsoft Project '''source plan'''.  This is the '''flag''' that OnePager uses to determine which tasks and milestones to '''import'''.  Determine which of the tasks and milestones are to be included and set the '''Flags/Numbers''' field cell to '''Yes''' for these while leaving the remainder of the task's and milestone's '''Flag''' field set to '''No''', '''0''', or blank.
  
7) This article covers the '''global''' adjustment of '''swimlane cells''' and '''text column cells widths''' using the controls in the '''Chart Properties''' form.  Since the controls in the '''Template Properties''' form are exactly the same as those in the '''Chart Properties''' form, only the controls in the '''Chart Properties''' form are discussed.
+
====Launching OnePager Pro Add-In====
  
8) This article also covers how to adjust the '''widths''' of '''swimlane cells''' and '''text column cells''' in the '''Chart Editor'''.
+
Click the '''OnePager''' button on the Microsoft Project '''ADD-INS''' ribbon tool bar tab to launch OnePager Pro at the '''OnePager Pro Start''' form.  
  
===Globally Adjusting the Width of Text Columns or Swimlane Levels===
+
<center>[[File:P70-7_1_1-70-(2)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(2)-08052019.png</center>-->
  
1) The '''Chart Properties''' form's '''Rows/Swimlanes''' tab's '''Swimlanes''' and '''Text Columns''' control groups have identical '''dial window''' controls for adjusting '''swimlane cells''' and '''text column cells widths''' as shown here:
+
If you need to adjust settings in the OnePager current '''Template Properties''' form before launching OnePager Pro, click the '''Template...''' button on the Micosoft Project '''ADD-INS''' ribbon tool bar tab accesses a window with the '''Template Properties''' form which can be '''edited''' and '''saved'''.
  
<center>[[File:P70-12_8_1-(1)-7082020.png]]</center>
+
<center>[[File:P70-7_1_1-70-(3)-05042020.png]]</center>
<center>P70-12_8_1-(1)-7082020.png</center>
+
<!--<center>P70-7_1_1-70-(3)-05042020.png</center>-->
  
====Text Column Width Adjustment in the Chart Properties Form====
+
The '''Template Properties''' form is very similar to the OnePager '''Chart Properties''' form which is described elsewhere.  Once the desired '''edits''' to the current '''Template Properties''' form are made, '''save''' the '''Template Properties'''  form and return to paragraph 5) above. At the completion of paragraph 5) when you click the '''NEW''' button, OnePager accesses the '''OnePager choices''' ('''OPC''') form as shown below:
  
2) Additionally, for your convenience, there is an identical '''text column cell width dial window''' provided in the '''Text-Column Formatting - Left#n''' form for each of the five (5) '''text columns''' as shown below for the '''Left#3 text column''':
+
<center>[[File:P70-7_1_1-70-(4)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(4)-08052019.png</center>-->
  
<center>[[File:P70-12_8_1-(2)-7082020.png]]</center>
+
It is recommended that the '''chart name''' selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the '''Select Tasks with ‘YES’ in field:''' is showing '''Flag20''' as a default.  Most users select '''Flag20''' to tell OnePager which tasks and milestones to '''import''' but any of the 20 '''Flag''' fields or any of the 20 '''Number''' fields can be used. It is important that the '''Flag''' field number represented in this window correspond to the '''Flag''' field containing the '''Yes''' and '''No''' data placed in the Microsoft Project '''source plan'''.  
<center>P70-12_8_1-(2)-7082020.png</center>
+
  
3) This control is useful when working with the '''Text-Column Formatting - Left#n''' form where it might not be convenient to revert back to the '''Chart Properties''' form's '''Rows/Swimlanes''' tab.
+
The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the chart you are about to create. If the '''date created''' by OnePager does not reflect the '''status date''' required, change the '''date''' by using the '''calendar''' dropdown window. As the '''source plan''' changes later on, you can create additional snapshots to show changes consistently.
  
====Swimlane Level Cell Width Adjustment in the Chart Properties Form====
+
Finally, note that the '''Show field mappings''' checkbox is checked '''ON''' as shown above. Checking this checkbox '''ON''' and pressing the '''Next>''' button takes you to the second page of the '''OPC''' form shown below:
  
4) Again, for your convenience, there is an identical '''swimlane level cell width dial window''' provided in the '''Swimlane Formatting - Left#n''' form for each of the three (3) '''swimlane levels''' as shown below for the '''Left#3 text column''':
+
<center>[[File:P70-7_1_1-70-(5)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(5)-08052019.png</center>-->
  
<center>[[File:P70-12_8_1-(3)-7082020.png]]</center>
+
This form allows you to '''edit''' which Microsoft Project '''source plan''' fields are used for various purposes such as the '''Start''' field and the '''Color by''' field. The '''Edit current template''' button also gives you a second opportunity to '''edit''' many more initial properties of the chart by accessing the current '''Template Properties''' form.  Once these choices are confirmed or '''edited''', click the '''Create new chart''' button and OnePager '''imports''' the '''flagged data''' and creates the chart.
<center>P70-12_8_1-(3)-7082020.png</center>
+
  
5) Inn a fashion identical to the control in the '''Text-Column Formatting - Left#n''' form, this control is useful when working with the '''Swimlane Formatting - Left#n''' form where it might not be convenient to revert back to the '''Chart Properties''' form's '''Rows/Swimlanes''' tab.
+
Once the chart is created, you can '''edit''' by right-clicking task bars and milestone symbols and using the context menus commands.  You can also left-click on task bars and milestone symbols and use the '''editing Icons''' on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from '''row to row''' in the chart. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the OnePager '''Home''' ribbon tool bar tab and then '''paste''' the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document.  If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can '''save''' all charts and snapshots after '''editing'''.
  
===Examples===
+
==Overview Flow Chart for OnePager Pro Desktop==
  
6) The chart below is configured with each '''swimlane level cell''' and each '''text column cell''' set to '''width 0.95''' to show how their contents look in a narrow '''horizontal space''':
+
<center>[[File:P70-7_1_2-70-(1)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(1)-08052019.png</center> -->
  
<center>[[File:P70-12_8_1-(4)-7082020.png]]</center>
+
===Procedure===
<center>P70-12_8_1-(4)-7082020.png</center>
+
  
7) In the illustration above, two of the '''swimlane levels''' and the single '''text column''' appear to have crowded '''labels'''.
+
====Preparing The Microsoft Project Source Plan====
  
====Changing Swimlane Level Cell Widths - Example====
+
After launching Microsoft Project with your desired '''source plan''', set '''Flags/Numbers''' field into the Microsoft Project '''source plan'''. This is the '''Flag''' that OnePager uses to determine which tasks and milestones to '''import'''. Determine which of the tasks and milestones are to be included and set the '''Flags/Numbers''' field cell to '''Yes''' for these while leaving the remainder of the task's and milestone's '''Flag''' field set to '''No''', '''0''', or blank. At this point your Microsoft Project '''source plan''' can be '''saved''' and '''closed'''.  The '''Desk top''' version of OnePager Pro does not require that the Microsoft Project '''source plan''' be launched first.  The part of the procedure described above are in preparation  for using the '''Desk top''' version of OnePager Pro.
  
8) This can be remedied in the '''Chart Properties''' form for the '''Left#2 and Left#3 swimlane level cells''' by using the '''Width dial window''' to increase the value to '''1.50''' as shown below:
+
====Launching OnePager Pro Desktop====
  
<center>[[File:P70-12_8_1-(5)-7082020.png]]</center>
+
Launch OnePager from the '''Desktop Icon'''. The OnePager '''splash page''' appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Pro Start''' form as shown below:
<center>P70-12_8_1-(5)-7082020.png</center>
+
  
9) In a similar manner the '''width of the Left#3 swimlane level cells''' are increased from 0.95 to 1.50 as shown here:
+
<center>[[File:P70-7_1_2-70-(2)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(2)-08052019.png</center> -->
  
<center>[[File:P70-12_8_1-(6)-7082020.png]]</center>
+
At the completion of paragraph 6) when you click the “NEW” button, OnePager displays an abbreviated '''OnePager choices''' ('''OPC''') form.
<center>P70-12_8_1-(6)-7082020.png</center>
+
  
====Changing Text Column Widths - Example====
+
<center>[[File:P70-7_1_2-70-(3)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(3)-08052019.png</center> -->
  
9) Changing the crowded condition of the '''Left#3 text column cells''' follows similar steps involving the '''Width dial window''' found in the '''Text Columns''' controls group as shown below:
+
When you click the '''Select''' button shown above, OnePager then provides a dropdown menu for you to either choose to use the '''BROWSE FILES...''' to select a '''source plan''' or click the '''RECENT MS Project Files...''' option to access Microsoft Project Server '''source files''' as shown above. Clicking the '''BROWSE FILES…''' option as shown above accesses a Windows '''Open''' form where you can select a Microsoft Project '''source plan''' to load as shown here:
  
<center>[[File:P70-12_8_1-(7)-7082020.png]]</center>
+
<center>[[File:P70-7_1_2-70-(4)-08052019.png]]</center>
<center>P70-12_8_1-(7)-7082020.png</center>
+
<!--<center>P70-7_1_2-70-(4)-08052019.png</center> -->
  
10) The illustration above show that it was necessary to increase all the '''Left#3 text column cells''' because the contents of the '''source plan's Name field''' for each '''imported''' task required more '''horizontal space''' so the '''width''' was increased to '''3.00'''.
+
When you click the '''Open''' button on the Windows '''Open''' form above, OnePager loads the selected Microsoft Project '''source plan''' and provide you with the expanded '''OPC''' form so that you can confirm or '''edit''' the settings before OnePager creates the new chart.
  
11) The same results can be achieve if, in each of the examples above, the '''Text-Column Formatting - Left#n''' form or the '''Swimlanes Formatting - Left#n''' form is used and their respective '''Width dial window''' values are changed.
+
<center>[[File:P70-7_1_1-70-(4)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(4)-08052019.png</center> -->
  
==Resizing the Width of Text Columns and Swimlane Labels==
+
As shown above, OnePager displays the loaded Microsoft Project '''source plan''' in the '''Selected File(s)''' group of the '''OPC''' form.  You can use the '''Add/Remove''' feature (described elsewhere) to '''edit''' the choice of Microsoft Project '''source plan''', add additional files to the '''source packet''', and remove files.  Clicking the '''Add/Modify''' button accesses the '''Data source selection''' form as shown below:
  
1) If you need more space for the content in your '''text columns''' or '''swimlane levels''', you can '''resize''' them.  
+
<center>[[File:P70-7_1_1-70-(5)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(5)-08052019.png</center> -->
  
2) Hover your mouse over the vertical edge of the '''text column''' or '''swimlane level''' and left-click to '''drag''' it to the left or right:
+
It is recommended that the '''chart name''' selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the '''Select Tasks with ‘YES’ in field:''' is showing '''Flag20''' as a default. Most users select '''Flag20''' to tell OnePager which tasks  and milestones to '''import''' but any of the 20 '''Flag''' fields or any of the 20 '''Number''' fields can be used.  It is important that the '''Flag''' field number represented in this window correspond to the '''Flag''' field containing the '''Yes''' and '''No''' data placed in the Microsoft Project '''source plan'''.
  
<center>[[File:P61-12_8_1-61-(1)-11022017.png]]</center>
+
The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the chart you are about to create. If the '''date created''' by OnePager does not reflect the '''status date''' required, change the date by using the '''calendar''' dropdown window. As the '''source plan''' changes later on, you can create additional snapshots to show changes consistently.  
<center>P61-12_8_1-61-(1)-11022017.png</center>
+
  
3) As you '''resize''' the '''cell's width''', the size of your overall OnePager document is adjusted accordingly. 
+
Finally, note that the '''Show file mappings''' checkbox is checked '''ON''' as shown above.  Checking this checkbox '''ON''' and pressing the '''Next&gt;''' button takes you to the second page of the '''OPC''' form shown below:
  
4) '''Note''' that there can be an impact on the output formatting for '''multi-page''' charts.
+
<center>[[File:P70-7_1_2-70-(5)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(5)-08052019.png</center> -->
  
==Manually Resizing the Width of Multiple Text Columns==
+
This form allows you to '''edit''' which Microsoft Project '''source plan''' fields are used for various purposes such as the '''Start''' field and the '''Color by''' field.  The '''Edit current template''' button also gives you a second opportunity to '''edit''' many more initial properties of the chart by accessing the current '''Template Properties''' form. Once these choices are confirmed or '''edited''', click the '''Create new chart''' button and OnePager '''imports''' the '''flagged data''' and creates the chart.
  
1) When you have multiple '''text columns''' showing in the chart, you can resize their '''width''' individually by using the procedure specified above.   
+
Once the chart is created, you can '''edit''' by right-clicking task bars and milestone symbols and using the context menus commands.  You can also left-click on task bars and milestone symbols and use the '''editing Icons''' on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from '''row to row''' in the chart. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the OnePager '''Home''' ribbon tool bar tab and then '''paste''' the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word documentIf the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can '''save''' all charts and snapshots after '''editing'''.
  
:a) The '''right border''' of the '''text column''' is used to '''resize''' the width of the '''text column''' to its immediate left. 
+
==Related Links==
  
:b) Grabbing the '''text column's''' vertical right border and dragging the mouse to the left or right '''resizes''' only that '''text column'''.  
+
[[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] <!--7.13.1-70 -->
  
:c) Any '''text columns''' to the right of the one being '''resized''' is simply moved intact to the right to accommodate the '''resized text column'''.
+
[[Creating a NEW Chart via Pull Operation - OnePager Express  for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] <!--7.13.2-70 -->
  
2) The following shows how '''text columns''', for example, can be widened to accommodate the text.
+
[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70 -->
  
:a)  Here is a chart where the '''text column''' called '''Finish''' has insufficient width to display all the dates correctly:
+
[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70 -->
  
<center>[[File:P61-12_8_1-61-(1AA)-11022017.png]]</center>
+
[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70 -->
<center>P61-12_8_1-61-(1AA)-11022017.png</center>
+
  
:b) By using the mouse left click on the right most border of the '''Finish text column''' and moving to the right we can widen the it to make room for the entire date as shown below:
+
[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70 -->
  
<center>[[File:P61-12_8_1-61-(1BB)-11022017.png]]</center>
+
[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-70 -->
<center>P61-12_8_1-61-(1BB)-11022017.png</center>
+
  
==Automatic Resizing of Swimlanes Labels and Text Columns==
+
[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-70 -->
  
1) You can automatically resize the width of a '''swimlane label''' or '''text column''' by positioning the cursor on the right border of the '''swimlane label''' or '''text column''' and performing a double left-click when the '''double arrow''' cursor symbol appears.
+
[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-70 -->
  
2) Suppose we have the chart shown below where the '''swimlane label''' text and '''text column''' text are wrapped and you want to resize these columns so that the text fits without changing the text '''font''':
+
(7.1.1-70, 7.1.2-70)
 
+
<center>[[File:P61-12_8_1-61-(2AA)-11022017.png]]</center>
+
<center>P61-12_8_1-61-(2AA)-11022017.png</center>
+
 
+
===Automatically Resize Swimlane Label===
+
 
+
3) To automatically resize the '''swimlane label''', place the cursor on the right border of the swimlane as shown below and double left-click when the '''double arrow''' cursor symbol is displayed:
+
 
+
<center>[[File:P61-12_8_1-61-(3)-10022017.png]]</center>
+
<center>P61-12_8_1-61-(3)-10022017.png</center>
+
 
+
===Automatically Resize An Text Column===
+
 
+
4) In a similar way, you can resize any additional '''text columns''' by placing the cursor on its right border as shown below and double left-click when the '''double arrow''' cursor symbol is displayed:
+
 
+
<center>[[File:P61-12_8_1-61-(4)-11022017.png]]</center>
+
<center>P61-12_8_1-61-(4)-11022017.png</center>
+
 
+
(12.8.1-70)
+
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
 +
[[Category:Add-in]]
 +
[[Category:Desktop]]
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[[Category:Basic Workflows]]
 +
[[Category:Chart Properties Form]]
 
[[Category:Charts]]
 
[[Category:Charts]]
[[Category:Templates]]
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[[Category:OnePager Choices Form]]
[[Category:Chart Properties Form]]
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[[Category:Snapshots]]
[[Category:Editing the Chart]]
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[[Category:Rows and Swimlanes]]
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[[Category:Labels]]
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[[Category:Text Columns]]
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[[Category:Mavericks]]
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[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
[[Category:OnePager Express]]
 

Revision as of 17:19, 1 February 2021

Introduction

This article is divided into two major parts. At the top of the article are descriptions for OnePager Pro Add-in and in the middle of the article are descriptions for OnePager Pro Desktop. Please use this link to skip the OnePager Pro Add-in descriptions and immediately go to the OnePager Pro Desktop descriptions Overview Flow Chart for OnePager Pro Desktop.

Overview Flow Chart for OnePager Pro Add-in

P70-7 1 1-70-(1)-08052019.png

Procedure

Preparing the Microsoft Project Source Plan

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

Launching OnePager Pro Add-In

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

P70-7 1 1-70-(2)-08052019.png

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

P70-7 1 1-70-(3)-05042020.png

The Template Properties form is very similar to the OnePager Chart Properties form which is described elsewhere. Once the desired edits to the current Template Properties form are made, save the Template Properties form and return to paragraph 5) above. At the completion of paragraph 5) when you click the NEW button, OnePager accesses the OnePager choices (OPC) form as shown below:

P70-7 1 1-70-(4)-08052019.png

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

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

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

P70-7 1 1-70-(5)-08052019.png

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

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

Overview Flow Chart for OnePager Pro Desktop

P70-7 1 2-70-(1)-08052019.png

Procedure

Preparing The Microsoft Project Source Plan

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

Launching OnePager Pro Desktop

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

P70-7 1 2-70-(2)-08052019.png

At the completion of paragraph 6) when you click the “NEW” button, OnePager displays an abbreviated OnePager choices (OPC) form.

P70-7 1 2-70-(3)-08052019.png

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

P70-7 1 2-70-(4)-08052019.png

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

P70-7 1 1-70-(4)-08052019.png

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

P70-7 1 1-70-(5)-08052019.png

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

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

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

P70-7 1 2-70-(5)-08052019.png

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

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

Related Links

Creating a NEW Chart via Pull Operation - OnePager Pro

Creating a NEW Chart via Pull Operation - OnePager Express

REPLACING a Snapshot via Pull Operation - OnePager Pro

REPLACING a Snapshot via Pull Operation - OnePager Express

ADDING a Snapshot via Pull Operation - OnePager Pro

ADDING a Snapshot via Pull Operation - OnePager Express

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express

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

(7.1.1-70, 7.1.2-70)