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| − | =Making Multi-Project Charts for Oracle Primavera P6 for Version 7.1 (P71-8_5_2-71-11292021.docx)=
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| − | ==Overview==
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| − | One of OnePager's strength is its ability to create compact visual representations of '''multiple projects'''. These can be several projects that belong to one program or they can be several projects and programs in an organization’s portfolio. Oracle Primavera P6 supports the management of '''multiple projects''' within the P6 application and provides the capabilities to '''export multiple-project XML '''and '''XER '''files. The OnePager Bundle '''Standalone''' application can '''import''' these '''multi-project '''Oracle Primavera P6 files and produce '''multi-project charts'''.
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| − | Additionally, OnePager Bundle '''Standalone''' has the capability to '''build multi-project charts '''from individual Oracle Primavera P6 '''exported XML''' and/or '''XER '''files.
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| − | ==Preparing Oracle Primavera P6 Export Files for OnePager Bundle Standalone==
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| − | ===Exporting from Oracle Primavera P6===
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| − | Oracle Primavera P6 has the capability to have controlled '''export''' of '''multiple-project files '''in a single '''XML''' or '''XER formatted export''' file. To illustrate this suppose we have the multi-project '''source plan '''shown below for Project A and B:
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| − | <center>[[File:P71-8_5_2-71-(1)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(1)-11292021.png</center>
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| − | The '''export''' process in Oracle Primavera P6 starts with clicking on the '''Export '''command in the '''File '''tab shown above and selecting either to '''export '''either an '''XML''' or an '''XER file'''. After this step, Oracle Primavera P6 displays the '''Project to Export''' form shown below where we have checked both Project and Project B for '''export''':
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| − | <center>[[File:P71-8_5_2-71-(2)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(2)-11292021.png</center>
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| − | With the two '''Export '''checkboxes checked '''ON''', Oracle Primavera P6 '''exports''' the resulting '''XML file''' which is named '''Project A-B.xml''' and can then be '''imported '''by OnePager Bundle '''Standalone.'''
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| − | ===Importing a Multi-Project Oracle Primavera P6 XML or XER File===
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| − | It is recommended that you use the '''multi-project Template Properties '''forms as the basis for creating a '''multi-project '''chart from '''multi-project '''Oracle Primavera P6 '''source plans'''. The short discussion below covers preparing OnePager Bundle '''Standalone''' to work with a '''multi-project Template Properties '''form.
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| − | ====The OnePager Multi-Project Template Properties Form====
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| − | 1) Creating a One Pager Bundle '''Standalone multi-project''' chart is a matter of launching OnePager Bundle '''Standalone''' and using a different OnePager Bundle '''Template Properties''' form to '''import''' data and '''create '''a new chart.
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| − | 2) To change to a different '''Templates Properties '''form, follow the '''NEW chart '''workflow until you get to the second page of the '''OnePager choices''' form. Once there, click the '''Edit current template...''' button to access the '''Template Properties''' form.
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| − | 3) Then, click the '''File''' button as shown below:
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| − | <center>[[File:P71-8_5_2-71-(3)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(3)-11292021.png </center>
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| − | 4) If there is an appropriate '''Template Properties '''form in the '''RECENT '''list, select it and click the '''Use '''button on the '''Template Properties '''form. Clicking the '''BROWSE FILES…''' option accesses the Windows '''Open''' form where OnePager Bundle stores your '''Templates''' as shown below:
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| − | <center>[[File:P71-8_5_2-71-(4)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(4)-11292021.png </center>
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| − | 5) The default OnePager Bundle out-of-the-box '''Template Properties''' form is '''Single Project Gantt View – Detailed''' as shown above.
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| − | 6) Instead, choose the '''Template Properties''' form named '''Multi-Project Gantt Chart - Detailed''' as shown above.
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| − | 7) OnePager Bundle '''Standalone '''assumes that when the '''Multi-Project Gantt Chart - Detailed Template Properties''' form is in use, that you are using a '''multi-project '''file '''Master Project''' as the '''source plan'''.
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| − | 8) Making this choice changes the '''Template Properties''' form to have the '''multi-project Template Properties''' form name in the title bar, as is shown below:
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| − | <center>[[File:P71-8_5_2-71-(5-1)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(5-1)-11292021.png </center>
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| − | 9) You now have OnePager Bundle '''Standalone '''ready to use the '''multi-project Template Properties''' form.
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| − | ===Importing Single-Project Oracle Primavera P6 XML or XER Files===
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| − | Referencing the previous sub-section, the method for '''exporting''' individual, single Oracle Primavera P6 '''XML '''or '''XER formatted''' files is a matter of checking only one of the '''Export '''checkboxes in the Oracle Primavera P6 '''Export '''form. When multiple OnePager Bundle '''Standalone '''charts are to be created from single Oracle Primavera P6 '''XML''' or '''XER '''files, these files must be available to OnePager Bundle '''Standalone '''either on the local computer on through some online access mechanism.
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| − | The workflow for creating a '''multi-project chart''' from two or more single Oracle Primavera P6 '''XML '''or '''XER''' '''formatted source plans''' is discussed below at this link: [[Making Multi-Project Charts for Primavera P6 for Version 7.1#Creating a Multi-Project Chart from Individual Single-Project Oracle Primavera P6 XML or XER Files | Creating a Multi-Project Chart from Individual Single-Project Oracle Primavera P6 XML or XER Files]] 8.5.1-71.
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| − | ==Creating a Multi-Project Chart from a Multi-Project Oracle Primavera P6 XML or XER File==
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| − | This sub-section covers the method for creating a single One Pager Bundle '''multi-project '''chart from a single Oracle Primavera P6 '''exported '''file itself containing '''multi-project data''' in either '''XML''' or '''XER format'''.
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| − | 1) The actions required to '''create''' a new chart from this point are as described elsewhere depending on whether you are creating a '''NEW''' chart, '''UPDATING''' an existing chart, or '''OPENING''' an existing chart.
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| − | 2) For more information on '''workflow options''', please see the articles at: [[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71
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| − | ===Making the New Multi-Project Chart===
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| − | 3) Creating a '''NEW multi-project''' chart follows these steps:
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| − | ::a) Create the '''new multi-project '''Oracle Primavera P6 '''XML''' or '''XER''' file where it is accessible to OnePager Bundle '''Standalone'''.
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| − | ::b) Launch OnePager Bundle '''Standalone '''and select the '''NEW''' button '''OnePager Bundle Start''' form.
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| − | ::c) Fill in the '''OnePager choices''' form with the '''New chart title''' and make your '''task selection option choice'''.
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| − | ::d) Either click the '''Create new chart '''button on the first page of the '''OnePager choices '''form or go to the second page and make any changes you require there.
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| − | ::e) OnePager Bundle '''Standalone '''uses the accessible Oracle Primavera P6 '''multi-project source plan '''under control of the '''Multi-Project Gantt Chart – Detailed Template Properties''' form to create your '''new''' chart as shown below:
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| − | <center>[[File:P71-8_5_2-71-(6)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(6)-11292021.png </center>
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| − | 4) In the example above, the chart is organized with two '''swimlane levels''' representing the two '''projects''' and the '''phases '''within those '''projects'''.
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| − | 5) '''Rows '''are used to represent '''WBS Structure''' as shown in the '''Text Column''' to the right of the '''swimlane level cells'''.
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| − | 6) '''Colors''' are assigned randomly in a '''round-robin''' fashion based on '''Activity Name''' as well.
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| − | ===Changing Task Bar Shape Representation===
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| − | 7) We now can change the representation of some of the task bars from task bar shapes to milestone symbols by right-clicking them and clicking the '''As milestone at finish''' option as shown below:
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| − | <center>[[File:P71-8_5_2-71-(7)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(7)-11292021.png </center>
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| − | 8) The chart below was produced by representing the actual '''activity '''task bar shapes as milestone symbols at their '''finish dates''':
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| − | <center>[[File:P71-8_5_2-71-(8)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(8)-11292021.png </center>
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| − | 9) It is also possible to represent the tasks below the longest project level task bar as milestone symbols positioned at the '''start date''' using the same technique used in the previous illustration as shown below:
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| − | <center>[[File:P71-8_5_2-71-(9)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(9)-11292021.png </center>
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| − | 10) These charts can now be '''copied''' into Microsoft PowerPoint for delivery to your audience.
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| − | ==Creating a Multi-Project Chart from Individual Single-Project Oracle Primavera P6 XML or XER Files==
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| − | This sub-section covers the method for making a single One Pager Bundle '''multi-project '''chart from '''multiple''' Oracle Primavera P6 '''exported '''files each containing '''single-project data''' in either '''XML''' or '''XER format'''.
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| − | For the purpose of this example, assume that there are two Oracle Primavera P6 projects called '''Project A''' and '''Project B '''and each was '''exported''' from Oracle Primavera P6 as separate '''XML formatted '''files. The steps for making a single OnePager Bundle chart from these two combined '''XML formatted '''files is discussed below.
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| − | ===Modifying the OnePager Template Properties Form for Creating Multi-Project Charts===
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| − | OnePager Bundle '''Standalone '''depends on the OnePager created field called '''Object ID''', calculated from fields in the '''XML''' or '''XER formatted source plan''', to keep '''Activities''' coming from different '''source plan files''' from getting mixed up during subsequent '''updates''' of the '''multi-project source plan file''' produced from the separate Oracle Primavera P6 files imported to OnePager Bundle '''Standalone'''. This feature is controlled by a checkbox in the '''Advanced '''tab of the '''Template Properties '''and '''Chart Properties '''forms for Oracle Primavera P6. It is important to make sure this checkbox is checked '''ON '''before '''creating''' the '''multi-project''' chart or '''updating '''it. This part of the workflow is described here.
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| − | 1) During the creation of the '''multi-project''' chart from the '''OnePager choices '''form, access the '''Template Properties '''form and navigate to the '''Advanced '''tab.
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| − | 2) Assure that the '''Template Properties''' form type is '''Single Project Gantt Chart - Detailed''' or a '''Template Properties''' form of your own that is '''equivalent '''as used in this example shown below:
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| − | <center>[[File:P71-8_5_2-71-(9A)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(9A)-11292021.png </center>
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| − | 3) At the '''Advanced''' tab, check the '''Safely combine tasks from different files''' checkbox '''ON''' as shown above.
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| − | 4) This setting allows you to '''import multiple''' individual Oracle Primavera P6 '''formatted source plans'''.
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| − | 5) If you do not check this checkbox '''ON''', OnePager may confuse '''activities''' from one Oracle Primavera P6 '''source plan''' with '''activities''' from another when the '''activities''' have the same '''Object ID'''.
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| − | ===Making a Single Chart from Multiple Oracle Primavera P6 Single XML or XER Source Plans===
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| − | 6) Launch OnePager Bundle '''Standalone '''and click the '''NEW '''button on the '''OnePager Bundle Start''' form to access the '''OnePager choices '''form in its abbreviated form. Use the top '''Select '''button on the '''OnePager choices''' form to access and select '''Project A''' as shown below:
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| − | <center>[[File:P71-8_5_2-71-(10)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(10)-11292021.png </center>
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| − | 7) At the end of this action the '''OnePager choices '''form looks like this with the '''Template Properties '''form set for the '''Single Project Gantt View – Detailed for Primavera''' and the name of the chart inserted into the '''Title of New Chart''' sub-control group of the form:
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| − | <center>[[File:P71-8_5_2-71-(11)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(11)-11292021.png </center>
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| − | 8) The next step is to add the second project, '''Project B''', to the '''source packet'''. This is done by clicking the '''Add/Remove''' button in the '''Selected File(s)''' sub-control group of the form above which accesses the '''Data source selection '''form shown below:
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| − | <center>[[File:P71-8_5_2-71-(12)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(12)-11292021.png </center>
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| − | 9) To add the second project to the '''source packet''', click the '''Add '''button on the '''Data source selection '''form which enables you to access other files that are either in the '''RECENT '''list or available through the '''BROWSE Primavera P6 Files … '''option as shown here:
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| − | <center>[[File:P71-8_5_2-71-(13)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(13)-11292021.png </center>
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| − | 10) Clicking the '''BROWSE Primavera P6 Files … '''command accesses the '''Open '''folder where you can select '''Project B '''as shown here:
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| − | <center>[[File:P71-8_5_2-71-(14)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(14)-11292021.png </center>
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| − | 11) Upon completion of the above action, '''Project B '''is added to the next row in the '''Data source selection '''form as shown below:
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| − | <center>[[File:P71-8_5_2-71-(15)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(15)-11292021.png </center>
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| − | 12) After you click '''OK''' on the '''Data source selection '''form, the '''OnePager choices''' form looks like this with both '''Project A''' and '''Project B''' shown in the '''Select File(s)''' sub-control group:
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| − | <center>[[File:P71-8_5_2-71-(16)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(16)-11292021.png </center>
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| − | 13) Finishing the workflow by clicking the '''Create new chart''' produces the following OnePager Bundle chart from '''Project A''' and '''Project B''' as shown here:
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| − | <center>[[File:P71-8_5_2-71-(17)-11292021.png]]</center>
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| − | <center> P71-8_5_2-71-(17)-11292021.png </center>
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| − | 14) After the chart above is made, it can be '''edited''' to fit the needs of the schedule discussion and '''copied''' to Microsoft PowerPoint or transferred to another applications as needed.
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| − | ===Do Not Mix XML and XER Source Plan Files When Making Multiple-Project Charts===
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| − | OnePager Bundle '''Standalone''' 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 Bundle.
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| − | ==Related Links==
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| − | [https://www.onepager.com/community/blog/how-to-use-ms-project-and-onepager-to-make-visuals-of-multiple-project-files How to Use Master MS Project Files and OnePager to Create Visuals of Separate MS Project Files]
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| − | [https://www.onepager.com/community/blog/making-multi-project-graphs-from-separate-microsoft-project-plans/ Making Multi-Project Graphs from Separate Microsoft project Plans]
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| − | [[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71
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| − | [[Creating a NEW Chart via Pull Operation Feature for Version 7.1 | Creating a NEW Chart via Pull Operation Feature]] 7.13.1-71
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| − | [[REPLACING a Snapshot via Pull Operation for Version 7.1 | REPLACING a Snapshot via Pull Operation]] 7.14.1-71
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| − | [[ADDING a Snapshot via Pull Operation for Version 7.1 | ADDING a Snapshot via Pull Operation]] 7.15.1-71
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| − | [[Custom Update (Replacing) of a Snapshot via Pull Operation for Version 7.1 | Custom Update (Replacing) of a Snapshot via Pull Operation]] 7.16.1-71
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| − | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-71
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| − | [[Conditional Import for Version 7.1 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-71
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| − | [[Unlimited Field Mapping for OnePager 7.1 | Unlimited Field Mapping]] 7.19.1-71
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| − | (8.5.2-71)
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| − | [[Category:Version 7.1]]
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| − | [[Category:Basic Workflows]]
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| − | [[Category:Multi-Project Formats]]
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| − | [[Category:Templates]]
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| − | [[Category:Enterprise Integration]]
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| − | [[Category:Conditional Import Filters]]
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| − | [[Category:Charts]]
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| − | [[Category:Sharing Output]]
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| − | [[Category:Oracle Primavera P6]]
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| − | [[Category:OnePager Bundle]]
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