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| − | =Using Planisware Enterprise with OnePager Version 7.2 (P72-3_0_3_7-72-04102023.txt)=
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| − | ==Introduction==
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| − | To use '''OnePager Bundle''' with Planisware Enterprise you are required to have access to the '''Planisware Enterprise Website''', '''your account''', and have Planisware Enterprise '''source plans '''that can be '''imported''' to '''OnePager Bundle Standalone'''. With these requirements satisfied and the proper '''Planisware Enterprise account''' access credentials available, '''OnePager Bundle Standalone''' can connect you to your '''Planisware Enterprise account''', access your selected '''Planisware Enterprise source plan''' and create a '''NEW '''chart, '''UPDATE''', an existing chart, or '''OPEN''' an already created chart residing on your computer.
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| − | This article is a complete guide for using '''OnePager Bundle Standalone''' for '''importing''' Planisware Enterprise 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.
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| − | As a convention, whenever we refer to the '''OnePager Bundle''' in the context of Planisware Enterprise, we'll just say '''OnePager''' when its absolutely clear that we are discussing '''OnePager''' with Planisware Enterprise. Since only the '''Standalone''' edition of '''OnePager''' can connects to Planisware Enterprise files online, we'll just leave the suffix '''Standalone''' off.
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| − | ==Launching OnePager Using Planisware Enterprise Source Plans for the First Time==
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| − | ===Overview===
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| − | Before getting into specifics, we want to cover a general requirement for successfully using OnePager. OnePager Bundle requires that users specify in their Planisware Enterprise '''source plan''' which tasks the user desires to '''import''' into OnePager. To accomplish this, OnePager relies on a '''Boolean''' field that can be set in the '''source plan''' to either '''1''' or '''0''' where '''1''' specifies to OnePager to '''import''' the designated task. In Planisware Enterprise, '''Boolean''' fields are represented by checkboxes where the value of the checkbox is '''1''' when the checkbox is checked '''ON''' and '''0''' when the checkbox is checked '''OFF'''. Additionally, Planisware Enterprise does not have '''user defined fields''' which is the usual method that OnePager users create to serve this purpose of '''FLAGGING''' task to OnePager for '''import'''. To overcome this, Planisware Enterprise created a defined field called '''Send to OnePager?''' which, when incorporated in your '''source plan''', provides the necessary checkboxes you can use to '''flag''' tasks for '''import'''.
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| − | ===Preparing the Planisware Enterprise Source Plan===
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| − | Before you launch '''OnePager''', as detailed in the previous sub-section, make sure that the Planisware Enterprise '''Send to OnePager?''' field that tells OnePager which Planisware Enterprise '''Flag''' field you intend to use to control the '''import''' of '''source plan''' data is '''inserted into your source plan''' and '''populated with desired checkmarks''' as shown in the Planisware Enterprise '''source plan''' illustration below:
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| − | <center>[[File:P72-3_0_3_7-72-(2A)-04182022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(2A)-04182022.png</center>
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| − | To control which tasks are '''imported''', specify the Planisware Enterprise field as shown above where the Planisware Enterprise field named '''Send to OnePager''' was added as a '''Boolean''' field and the tasks that we wish to '''import''' have this field's contents set to '''Yes''' by '''checking''' the checkbox '''ON''' for each task we wish to import.
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| − | When making your first chart, we strongly recommend that you select 50 or fewer tasks. Please note that '''OnePager''' is shipped with a number of fully populated '''Templates Properties''' forms that are based on a typical Planisware Enterprise '''source plan'''. Note that three field heading types must always be present are, for example: '''Name''', '''Planned Start''', and '''Planned Finish'''.
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| − | ===Launching OnePager===
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| − | With the requirements above satisfied, you can access your Planisware Enterprise '''source plans''' by first launching '''OnePager''' from your '''Desktop''' using the '''OnePager Bundle Icon''' shown here:
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| − | <center>[[File:P71-3_0_3-71-(3-1)-10252021.png]]</center>
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| − | <center>P71-3_0_3-71-(3-1)-10252021.png</center>
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| − | 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:
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| − | <center>[[File:P72-3_0_3_7-72-(5)-04182022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(5)-04182022.png</center>
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| − | The '''OnePager Bundle Start''' form provides you with three options:
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| − | :1) '''NEW''' Clicking the '''NEW''' buttons bring up the '''OnePager choices''' ('''OPC''') form.
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| − | :2) '''UPDATE''' Clicking the '''UPDATE''' button allows you to '''BROWSE FILES''' for an existing chart file or select a recently-opened chart.
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| − | :3) '''OPEN''' Clicking the '''OPEN''' button allows you to '''BROWSE FILES''' for an existing chart or select a recently-opened chart.
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| − | ==Creating a NEW Chart from a Planisware Enterprise Source Plan==
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| − | If we are launching '''OnePager''' for the first time and intend to use a Planisware Enterprise '''source plan''', click the '''NEW''' button which accesses the abbreviated '''OnePager Choices''' form as shown below:
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| − | <center>[[File:P72-3_0_3_7-72-(5A)-04182022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(5A)-04182022.png</center>
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| − | Next, click the '''Select''' button to access the dropdown menu where you have the options shown in the illustration below:
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| − | <center>[[File:P72-3_0_3_7-72-(6)-04182022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(6)-04182022.png</center>
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| − | ===Connecting OnePager Bundle to Your Planisware Enterprise Account===
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| − | For the purpose of this discussion, click the '''BROWSE Planisware Enterprise ...''' option to access the '''Account Information for Data Source''' form as shown below:
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| − | <center>[[File:P72-3_0_3_7-72-(7)-04182022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(7)-04182022.png</center>
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| − | Using the '''Account Information for Data Source''' form, insert the '''Server URL''', '''User name''', and '''Password'''. Check the '''Save password''' checkbox '''ON''' to instruct OnePager to save your credentials for OnePager's later use. When finished, click the '''OK''' button and OnePager attempts to secure the connection. If successful, OnePager displays the '''Choose what to import''' form shown below:
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| − | <center>[[File:P72-3_0_3_7-72-(7C)-04182022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(7C)-04182022.png</center>
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| − | ====Selecting the Planisware Enterprise Source Plan====
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| − | Selecting the desired '''option''' on the previous form accesses the '''Choose what to import''' form shown below:
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| − | <center>[[File:P72-3_0_3_7-72-(7D-1)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(7D-1)-04192022.png</center>
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| − | Clicking the desired Planisware Enterprise '''source plan''' entry shown above tells '''OnePager''' which Planisware Enterprise file to load under the control of the defined '''Send to OnePager''' flag field and expands the previously abbreviated '''OnePager Choices''' form shown here:
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| − | <center>[[File:P72-3_0_3_7-72-(10A)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(10A)-04192022.png</center>
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| − | Shown in the illustration above is the '''file name''' for the Planisware Enterprise '''source plan''' and the distributed Planisware Enterprise '''Template Properties''' form that '''OnePager''' selects as a starting point for you. Also shown above is the name selected for the '''OnePager Bundle NEW''' chart. '''OnePager''' also recognizes the Planisware Enterprise '''Send to OnePager?''' column as the '''import selection field''' because its contents are checked '''ON''' 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.
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| − | ===Options on the NEW OnePager Choices form===
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| − | The '''OPC''' form gives you more options for selecting '''source plans'''. The illustration above shows that '''OnePager''' is initiated 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:
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| − | <center>[[File:P72-3_0_3_7-72-(7E)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(7E)-04192022.png</center>
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| − | The '''Data source selection''' form displays the current '''source plan''' that was loaded when you launched '''OnePager'''. This form lets you '''Add''' more Planisware Enterprise '''source plan''' to create a '''multi-project''' chart or '''Remove''' a '''source plan''' from a '''multi-file source packet'''. These options are detailed below.
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| − | ===Adding a New Source Plan===
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| − | 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:
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| − | <center>[[File:P72-3_0_3_7-72-(8)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(8)-04192022.png</center>
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| − | Clicking the '''BROWSE FILES…''' option displays a Window’s '''Open''' form so you can select an Planisware Enterprise '''source plan''' to '''add''' to the '''source packet'''. A sample '''Open''' form is shown below:
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| − | <center>[[File:P72-3_0_3_7-72-(9)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(9)-04192022.png</center>
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| − | When you select a desired Planisware Enterprise '''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:
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| − | <center>[[File:P72-3_0_3_7-72-(10)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(10)-04192022.png</center>
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| − | 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 Bundle Standalone''' adds that '''source plan''' to the '''source packet'''.
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| − | ===Planisware Enterprise Source Plan Not Found===
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| − | When selecting a Planisware Enterprise '''source plan''' from the '''RECENT''' dropdown list or when making changes to the '''source plan packet''' there is a possibility that the selected '''source plan''' is no longer available to Planisware Enterprise either because the '''source plan''' was '''deleted''', '''renamed''', or '''un-shared'''. When OnePager cannot '''locate''' the requested '''source plan''' the message shown below is presented:
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| − | <center>[[File:P71-3_0_3_1-71-(10A)-03022022.png]]</center>
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| − | <center>P71-3_0_3_1-71-(10A)-03022022.png</center>
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| − | <center>[[File:P72-3_0_3_7-72-(10B)-04102022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(10B)-04102022.png</center>
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| − | Clicking the '''Ignore All''' or the '''Ignore''' button returns you to the '''OnePager Bundle Start''' form.
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| − | ===Removing a Source Plan===
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| − | 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 window so that it is highlighted in blue then click the '''Remove''' button as shown in the sequence below:
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| − | <center>[[File:P72-3_0_3_7-72-(11)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(11)-04192022.png</center>
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| − | <center>[[File:P72-3_0_3_7-72-(12)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(12)-04192022.png</center>
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| − | ===Other Choices to Make===
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| − | 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:
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| − | <center>[[File:P72-3_0_3_7-72-(15)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(15)-04192022.png</center>
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| − | ====Starting Template Properties Form====
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| − | The current '''Template Properties''' form determines which fields are '''imported''' from Planisware Enterprise '''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:
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| − | <center>[[File:P72-3_0_3_7-72-(15A)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(15A)-04192022.png</center>
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| − | 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.
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| − | When using '''OnePager''' with Planisware Enterprise '''source plans''' it is required that you use Planisware Enterprise '''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.
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| − | For now, just stick with the default '''Template Properties''' form entitled '''Single Project Gantt View – Detailed for Planisware Enterprise''', but you can always use a different '''Template Properties''' form to get a different type of chart.
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| − | ====Title of the New Chart====
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| − | 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:
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| − | <center>[[File:P72-3_0_3_7-72-(15B)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(15B)-04192022.png</center>
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| − | 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 '''save''' name ('''.TAM''').
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| − | ====Task Selection====
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| − | This is how you tell '''OnePager''' which tasks to '''import''' from your Planisware Enterprise '''source plan''' as indicated below:
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| − | <center>[[File:P72-3_0_3_7-72-(15C)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(15C)-04192022.png</center>
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| − | 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 Planisware Enterprise '''source plan''', each using a different '''Flag''' field. In '''OnePager''', if no '''Flags''' are set to '''Yes''', provides you with a warning message shown below:
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| − | <center>[[File:P71-3_0_3_1-71-(15D)-06042021.png]]</center>
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| − | <center>P71-3_0_3_1-71-(15D)-06042021.png</center>
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| − | 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.
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| − | <center>[[File:P72-3_0_3_7-72-(15E)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(15E)-04192022.png</center>
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| − | For more detailed information on '''Conditional Import''', please see the article at:
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Conditional Import for Version 7.2 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-72
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| − | |}
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| − | </center>
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| − | ====Snapshot Date====
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| − | 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 Planisware Enterprise '''source plan's''' '''Current date'''. You can change the snapshot date by clicking on the dropdown button at the window shown in the illustration below:
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| − | <center>[[File:P72-3_0_3_7-72-(15F)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(15F)-04192022.png</center>
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| − | 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.
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| − | For more information on '''Snapshots and their Management''', please see the articles at:
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Managing Chart Data for Version 7.2 | Managing Chart Data (Portal)]] 23.0.1-72
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| − | |}
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| − | </center>
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| − | ====Show Field Mappings====
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| − | The '''Show field mappings''' checkbox is near the bottom of the form. When this box is checked '''ON''' you have a chance to review and change the Planisware Enterprise '''field mappings''' to '''OnePager''' before you make your first chart. To do this, click the '''Next>''' button as shown here:
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| − | <center>[[File:P72-3_0_3_7-72-(15G)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(15G)-04192022.png</center>
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| − | You now see the following form:
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| − | <center>[[File:P72-3_0_3_7-72-(16)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(16)-04192022.png</center>
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| − | Notice in the above form that '''OnePager''' has relied on the current '''Template Properties''' form to make some guesses on which Planisware Enterprise '''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 Date''' in Planisware Enterprise is used to create the chart's '''Finish''':
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| − | <center>[[File:P72-3_0_3_7-72-(17)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(17)-04192022.png</center>
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| − | ===Creating the Graph===
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| − | We've gone ahead and selected a more elaborate '''Template Properties''' form so when the '''Create new chart''' button is clicked, the Planisware Enterprise '''source plan''' is used to create the '''OnePager''' chart shown here:
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| − | <center>[[File:P72-3_0_3_7-72-(11A)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(11A)-04192022.png</center>
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| − | ===Copying the Chart to Microsoft PowerPoint===
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| − | '''OnePager Bundle''' 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:
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| − | <center>[[File:P71-3_0_3_3-71-(37A-1)-06102021.png]]</center>
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| − | <center>P71-3_0_3_3-71-(37A-1)-06102021.png</center>
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| − | Then launch Microsoft PowerPoint and paste the clipboard copy of the chart into a Microsoft PowerPoint slide, as shown below:
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| − | <center>[[File:P72-3_0_3_7-72-(37)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(37)-04192022.png</center>
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| − | That’s it! You’ve created a professional 1-page schedule summary from a complex Planisware Enterprise 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.
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| − | To learn more about these features, read about the specific workflows in this Wiki at:
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72
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| − | | [[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
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| − | |}
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| − | </center>
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| − | ==Opening a Chart==
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| − | The '''OnePager Bundle 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''').
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| − | 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:
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| − | <center>[[File:P72-3_0_3_7-72-(19A)-04192022.png]]</center>
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| − | <center>P72-3_0_3_7-72-(19A)-04192022.png</center>
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| − | 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 Bundle Standalone''' 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:P72-3_0_3_7-72-(4A)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(4A)-04192022.png</center>
| |
| − |
| |
| − | Updates to '''OnePager''' charts are performed by adding snapshots which are a series of charts produced from a sequentially updated Planisware Enterprise '''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 Planisware Enterprise 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 Planisware Enterprise '''source plan''' should be '''updated''' in Planisware Enterprise online and '''saved'''. The original chart looked like this:
| |
| − |
| |
| − | <center>[[File:P72-3_0_3_7-72-(11A)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(11A)-04192022.png</center>
| |
| − |
| |
| − | Since Planisware Enterprise is still an active program and the Planisware Enterprise '''source plan''' you are using is still being displayed, go back to the Planisware Enterprise application and change the '''Send to OnePager''' field setting from '''OFF''' to '''ON''' for the tasks you want to now '''import''' and display. A section of the Planisware Enterprise '''source plan''' where this is done is shown below:
| |
| − |
| |
| − | <center>[[File:P72-3_0_3_7-72-(19B)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(19B)-04192022.png</center>
| |
| − |
| |
| − | Once you’ve made the '''Send to OnePager?''' changes to Planisware Enterprise '''Lines 9 through 16''' the '''source plan''' looks like this:
| |
| − |
| |
| − | <center>[[File:P72-3_0_3_7-72-(19C)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(19C)-04192022.png</center>
| |
| − |
| |
| − | With the Planisware Enterprise '''source plan''' updated and '''saved''', 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 Planisware Enterprise '''source plan''', click the '''Replace Snapshot''' button as shown below:
| |
| − |
| |
| − | <center>[[File:P72-3_0_3_7-72-(19D)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(19D)-04192022.png</center>
| |
| − |
| |
| − | When you click the '''Replace Snapshot''' button, '''OnePager''' goes back to the Planisware Enterprise '''source plan''' that you just changed, '''imports''' all the tasks that changed, and updates your chart. At the conclusion of the operation, the updated chart looks like this:
| |
| − |
| |
| − | <center>[[File:P72-3_0_3_7-72-(19E)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(19E)-04192022.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 tasks by changing the Planisware Enterprise '''Send to OnePager?''' field, you can change '''source plan''' task '''Planned Start''', '''Planned 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, '''OnePager saves''' the '''.TAM''' and '''saves''' the Planisware Enterprise '''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 - Planisware Enterprise'''.
| |
| − |
| |
| − | ===Adding a Snapshot - Adding to the Chart with Changes Made to the Planisware Enterprise 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 Planisware Enterprise '''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 Planisware Enterprise '''source plan''' on later on in the project. The original chart is shown below:
| |
| − |
| |
| − | <center>[[File:P72-3_0_3_7-72-(19E)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(19E)-04192022.png</center>
| |
| − |
| |
| − | Before creating a new snapshot to show updates to the plan, we need to update the Planisware Enterprise '''source plan''' say by updating the '''Percent Complete''' for tasks that have progressed to , say, 95%. After the Planisware Enterprise '''source plan''' is updated, it looks like this
| |
| − |
| |
| − | <center>[[File:P72-3_0_3_7-72-(11B-1)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(11B-1)-04192022.png</center>
| |
| − |
| |
| − | When the '''source plan''' is updated with this revised information, 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:P72-3_0_3_7-72-(20A)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(20A)-04192022.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:P72-3_0_3_7-72-(20B)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(20B)-04192022.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:P72-3_0_3_7-72-(20C)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(20C)-04192022.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:P72-3_0_3_7-72-(20D)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(20D)-04192022.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:P72-3_0_3_7-72-(20E)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(20E)-04102922.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:P72-3_0_3_7-72-(29)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(29)-04192022.png</center>
| |
| − |
| |
| − | When you release the mouse, the enclosed task bars and milestone symbols are all be selected:
| |
| − |
| |
| − | <center>[[File:P72-3_0_3_7-72-(30)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(30)-04192022.png</center>
| |
| − |
| |
| − | Click the '''Increase Font Size''' button on the '''Home''' ribbon tool bar tab shown below:
| |
| − |
| |
| − | <center>[[File:P71-3_0_3_3-71-(31-2)-10282021.png]]</center>
| |
| − | <center>P71-3_0_3_3-71-(31-2)-10282021.png</center>
| |
| − |
| |
| − | The chart now looks something like this:
| |
| − |
| |
| − | <center>[[File:P72-3_0_3_7-72-(32)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(32)-04192022.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 can now '''edit''' the chart so that all task bars and milestone symbols have larger '''fonts''':
| |
| − |
| |
| − | <center>[[File:P72-3_0_3_7-72-(33)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(33)-04192022.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:P72-3_0_3_7-72-(34)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(34)-04192022.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:P72-3_0_3_7-72-(34A)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(34A)-04192022.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:P72-3_0_3_7-72-(35)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(35)-04192022.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:
| |
| − |
| |
| − | <center>
| |
| − | {| class="wikitable"
| |
| − | | [[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
| |
| − | |}
| |
| − | </center>
| |
| − |
| |
| − | 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:
| |
| − |
| |
| − | <center>
| |
| − | {| class="wikitable"
| |
| − | | [[OnePager Version 7.2#Ways to Make Changes to Your Chart | Ways to Make Changes to Your Chart]] 0.04-72
| |
| − | |}
| |
| − | </center>
| |
| − |
| |
| − | ==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===
| |
| − |
| |
| − | '''OnePager''' now supports '''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:P72-3_0_3_7-72-(41)-04102022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(41)-04102022.png</center>
| |
| − |
| |
| − | '''Source plans''' in Planisware Enterprise have the project as the first line in the '''source plan''' which is the top level corresponding to '''Level 1 summary name''' and '''Level 1 summary ID''' in OnePager. For that reason we've elected to set the '''Left#1 Swimlane''' to '''Level 2 summary name''' so that the '''WBS''' below the project name in the top level.
| |
| − |
| |
| − | 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 Planisware Enterprise '''Predecessor''' fields in your chart. Typically, this feature is turned '''OFF''' in all '''Template Properties''' forms distributed with '''OnePager Bundle'''. 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:P72-3_0_3_7-72-(42A)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(42A)-04192022.png</center>
| |
| − |
| |
| − | With the '''Import predecessors''' checkbox checked '''ON''' in the '''Template Properties''' form, the chart first created looks like this:
| |
| − |
| |
| − | <center>[[File:P72-3_0_3_7-72-(11A)-04192022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(11A)-04192022.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:P72-3_0_3_7-72-(44-1)-04102022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(44-1)-04102022.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 Bundle''' 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:
| |
| − |
| |
| − | <center>
| |
| − | {| class="wikitable"
| |
| − | | [[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
| |
| − | |}
| |
| − | </center>
| |
| − |
| |
| − | ===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_3-71-(45-2)-06112021.png]]</center>
| |
| − | <center>P71-3_0_3_3-71-(45-2)-06112021.png</center>
| |
| − | <center>[[File:P72-3_0_3_7-72-(45)-04102022.png]]</center>
| |
| − | <center>P72-3_0_3_7-72-(45)-04102022.png</center>
| |
| − |
| |
| − | For additional detailed information on the '''editing''' of '''time axis cells''' and other related capabilities please see this article at:
| |
| − |
| |
| − | <center>
| |
| − | {| class="wikitable"
| |
| − | | [[Modifying the Time Axis for Version 7.2 (Portal) | Modifying the Time Axis (Portal)]] 22.0.1-72
| |
| − | |}
| |
| − | </center>
| |
| − |
| |
| − | ==Related Links==
| |
| − |
| |
| − | {| class="wikitable"
| |
| − | | [https://www.onepager.com/support/video_tutorials/Planisware Enterprise.html Getting Started with Planisware Enterprise]
| |
| − | | [https://www.onepager.com/support/video_tutorials/onepager_71.html What's New with OnePager Release 7.1? Video] Update when new video is available
| |
| − | |-
| |
| − | | [https://www.onepager.com/support/faq.php?id=198 Switching from One Planisware Enterprise Account to Another]
| |
| − | | [https://www.onepager.com/support/faq.php?id=77 OnePager Doesn't Launch when the Standalone Icon is Clicked]
| |
| − | |-
| |
| − | | [https://www.onepager.com/products/products.php Project Timeline & Gantt Chart Software]
| |
| − | | [http://www.onepager.com/about/contact_us.php Contact OnePager Support]
| |
| − | |}
| |
| − |
| |
| − | {| class="wikitable"
| |
| − | | [[OnePager Version 7.2#Ways to Make Changes to Your Chart | Ways to Make Changes to Your Chart]] 0.04-72
| |
| − | | [[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 Oracle Primavera P6 Source Plans with OnePager Version 7.2 | Using Oracle Primavera P6 Source Plans with OnePager]] 3.0.3.1-72
| |
| − | | [[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 Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] 4.0.1.5-72
| |
| − | | [[OnePager's Ribbon Tool Bar Home Tab for Version 7.2 | OnePager's Ribbon Tool Bar Home Tab]] 4.0.2.2.1-72
| |
| − | |-
| |
| − | | [[OnePager's Ribbon Tool Bar Data Tab for Version 7.2 | OnePager's Ribbon Tool Bar Data Tab]] 4.0.2.2.7-72
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| − | | [[OnePager's Ribbon Tool Bar View Tab for Version 7.2 | OnePager's Ribbon Tool Bar View Tab]] 4.0.2.2.9-72
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| − | |-
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| − | | [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72
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| − | | [[Conditional Import for Version 7.2 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-72
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| − | |-
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| − | | [[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
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| − | | [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-72
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| − | |-
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| − | | [[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
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| − | | [[Managing Chart Data for Version 7.2 | Managing Chart Data (Portal)]] 23.0.1-72
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| − | |}
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| − |
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| − | (3.0.3.7-72)
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| − | [[Category:Version 7.2]]
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| − | [[Category:Getting Started with Version 7.2]]
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| − | [[Category:Add-in]]
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| − | [[Category:Standalone]]
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| − | [[Category:Planisware Enterprise]]
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| − | [[Category:OnePager Bundle Start Form]]
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| − | [[Category:OnePager Choices Form]]
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| − | [[Category:Snapshots]]
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| − | [[Category:Charts]]
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| − | [[Category:Tool Bar]]
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| − | [[Category:Templates]]
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| − | [[Category:Editing the Chart]]
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| − | [[Category:Sharing Output]]
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| − | [[Category:Task Links]]
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| − | [[Category:Time Axis]]
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| − | [[Category:Multiple Swimlane Levels]]
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| − | [[Category:OnePager - Tool Bar]]
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| − | [[Category:Help]]
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| − | [[Category:OnePager Bundle]]
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