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| − | =Merging the Wrong Tasks into a Chart for Version 7.2 - OnePager Bundle - Project for the Web (P72-7_22_1-72-05172023.txt)=
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| − | ==About Merging the Wrong Tasks into a Chart==
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| − | OnePager Bundle can consistently create snapshots from period to period with '''updated''' information from a Project for the Web '''source plan'''. The tasks and milestones that are '''imported''' to OnePager in '''UPDATE''' mode should be the same set of tasks and milestones with, perhaps, some '''added or removed''' as the project moves forward.
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| − | ===The TaskID Field===
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| − | OnePager tracks tasks and milestones from snapshot to snapshot though the '''TaskID''' field created from '''source plan''' data. The '''TaskID''' is created by OnePager from the Project for the Web '''source plan''' data that are part of each '''exported source plan'''. The '''TaskID''' field and its associated values are:
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| − | :* Not displayable by Project for the Web,
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| − | :* Automatically '''imported''' by OnePager with other task and milestone related data.
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| − | :* Used by OnePager Bundle '''Standalone''' to '''match''' tasks and milestones from one snapshot with '''updated source plan''' data '''imported''' to either '''replace''' the snapshot or to '''add''' a snapshot consistent with previous snapshots.
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| − | '''TaskID''' is not a field that is '''visible''' from Project for the Web but is useable by OnePager as described above. The concept used in OnePager for Project for the Web is parallel to the concept use in OnePager Pro for Microsoft Project/Project Server and Microsoft Excel where the field '''UniqueID''' is used. The '''OnePager.com Blog Posts''' for Microsoft Project and Microsoft Excel provide additional information and can be found at the links show at the end of this article:
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Merging the Wrong Tasks into a Chart for Version 7.2 - OnePager Bundle - Project for the Web#OnePager Blog Posts | OnePager Blog Posts]] 7.22.1-72
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| − | |}
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| − | </center>
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| − | ===Setting Your Warning Thresholds===
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| − | Sometimes you can make the mistake of accidentally '''updating''' a chart with tasks and milestones from the '''wrong''' Project for the Web '''source plan'''. Or with the '''wrong''' set of tasks and milestones from the right Project for the Web '''source plan''' if you are making several charts from the same Project for the Web '''source plan''' using several different sets of '''flag''' fields. When these situations arise, OnePager detects them by using the '''TaskID''' field from '''source plan''' data to determine if '''additional''' tasks and milestones are being '''imported''' or if tasks and milestones are '''missing''' from the '''imported source plan''' supporting the '''update'''. '''Additional or missing''' tasks and milestones can cause the chart to suddenly appear '''messed up''' because it now displays many '''added new''' tasks and milestones that reside in many new '''rows and swimlanes'''. Even the earlier snapshots are affected by these new '''rows and swimlanes'''.
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| − | A similar '''messed up''' chart can result from '''missing''' tasks and milestones as well. When this happens, the best idea is to immediately press the '''UNDO''' button above the OnePager ribbon. This action immediately '''restores''' the chart to how it was before all the unfamiliar tasks and milestones were '''merged'''. Or you can simply '''close''' the '''messed up''' chart without '''saving''' it. When you '''reopen''' the chart, the erroneous '''update''' is gone.
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| − | To avoid this problem in the first place, OnePager can '''warn''' you before the '''wrong''' tasks and milestones are '''incorporated''' into the chart. To receive this '''warning''', there is a checkbox in the '''Template Properties''' and '''Chart Properties''' form's '''Advanced''' tab that when checked '''ON''' assures that the '''Warning''' message shown below is displayed. The '''Chart Properties''' form's '''Advanced''' tab with the '''Set warning thresholds''' form is shown here:
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| − | <center>[[File:B72-7_21_1-72-(1)-09142022.png]]</center>
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| − | <center>B72-7_21_1-72-(1)-09142022.png</center>
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| − | <center>[[File:B72-7_22_1-72-(1)-05172023.png]]</center>
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| − | <center>B72-7_22_1-72-(1)-05172023.png</center>
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| − | The settings in the '''Set warning thresholds''' form are expressed in terms of percentage of '''extra tasks and milestones added''' and '''tasks and milestones that are missing'''. If, during a '''merge''' operation these thresholds are exceeded, the '''warning message''' is displayed. You also have the option to set the '''warning thresholds''' in the '''Template Properties''' form's '''Advanced''' tab. The article links below provide more information on these topics:
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Template Only Features for Project for the Web Source Plans in OnePager Version 7.2#Template Properties Form's Advanced Tab | Template Properties Form's Advanced Tab]] 24.2.5-72
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| − | | [[Field Mappings Tab for Project for the Web in OnePager Version 7.2#Warn Of Merging Tasks | Field Mappings Tab for Project for the Web - Warn Of Merging Tasks]] 21.20.1-72
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| − | |}
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| − | </center>
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| − | ==Warn of merging tasks==
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| − | ===About Merging Tasks===
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| − | ====Setting Warning Thresholds====
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| − | The '''Advanced''' tab of the '''Template Properties''' or '''Chart Properties''' forms has a checkbox titled '''Warn of merging tasks''' as shown in the previous section. This checkbox is accompanied by the '''Warning options''' button to the right. When this checkbox is checked '''ON''', the button is active and when the '''Warning options''' button is clicked it accesses the '''Set warning thresholds''' form where you can set the '''percentage of extra and missing tasks''' necessary to provide you with the '''warning message''' discussed below.
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| − | <center>[[File:P71-7_20_1-71-(2)-11162021.png]]</center>
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| − | <center>P71-7_20_1-(2)-71-11162021.png</center>
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| − | '''Extra tasks''' are tasks that are present in the '''imported''' '''source plan''' but are not present in the '''current chart'''. '''Missing tasks''' are tasks that are present in the '''current chart''' but are not present in the '''imported''' '''source plan'''. Setting these percentages to 100% has the impact of turning the '''fixes and warnings off'''. Setting the percentages to 0% provides an assurance that '''any extra or missing tasks''' triggers the '''fixes and warnings''' feature.
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| − | ====When Merging Tasks Exceed the Thresholds====
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| − | When the '''Warn on merging tasks''' checkbox is checked '''ON''' and your workflow involves '''merging''' tasks, OnePager looks to see if '''extra tasks''' are being '''imported''' or if '''missing tasks''' are '''not being imported''' when '''updating''' a snapshot. After making the calculation, OnePager Bundle '''Standalone''' shows a '''Warning''' form asking if you want to proceed with the '''update''', '''cancel the update''', or '''try to fix''' tasks that have been misidentified.
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| − | ===Warning Message Form===
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| − | The '''Warning''' message also gives you access to the '''See Extra and Missing Tasks''' form, shown below, so you can actually see the '''extra''' and '''missing''' tasks and milestones and make a fix, if possible. OnePager Bundle '''Standalone''' is configured to issue the '''warning''' shown below if either of the thresholds in the '''Set warning thresholds''' form are exceeded. In this example, the threshold is exceeded because either 100% of the '''imported''' tasks and milestones are '''extra''' or 100% of the existing tasks and milestones are '''missing''':
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| − | <center>[[File:P71-7_21_1-71-(3)-11182021.png]]</center>
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| − | <center>P71-7_21_1-(3)-71-11182021.png</center>
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| − | At this point you have three (3) options:
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| − | ====Continue Import====
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| − | Click the '''Continue import''' button to proceed with the '''import'''. By doing so you are accepting the differences between the '''current chart''' and the '''imported''' data that are about to '''update''' the chart. This can lead to both new '''rows''' with new tasks and milestones and '''empty rows''' in the snapshot.
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| − | ====See and Fix It====
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| − | Click the '''See and fix it''' button to take a look at the specific '''extra and missing''' tasks and milestones before deciding to whether to continue or not. You can sometimes also fix the issue if you notice that an '''extra''' task is actually a '''missing''' task in disguise. In that case, you can tell OnePager Bundle '''Standalone''' to map a '''missing''' task to the '''extra''' task. These actions are explained in the '''See Extra and Missing Tasks''' form discussed below.
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| − | ====Cancel Import====
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| − | As the final option, you can click the '''Cancel import''' button to '''close''' the '''OnePager message''' form above and stop the '''import''' process.
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| − | ===Continuing to Import Regardless of Extra or Missing Tasks===
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| − | Clicking the '''Continue import''' button tells OnePager to proceed with the '''import''' and disregard any differences between the set of '''current''' tasks in the chart and the '''set of selected''' tasks in the '''source plan''' being '''imported'''. At the end of the '''import''' operation, you have an '''updated''' snapshot that was either '''added''' to the snapshot list or '''replaced'''. You can expect to see some '''new rows''' containing the '''extra''' tasks or milestones and some '''empty rows''' corresponding to the '''missing''' tasks or milestones. The latter can be automatically '''hidden''' if you have chosen the option '''Hide newly-empty rows on import''' on the '''Advanced''' tab page of the '''Chart Properties''' form.
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| − | For more information on '''hiding empty rows''', please see section in the article at:
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Advanced Tab for OnePager for Version 7.2#Hide Newly-Empty Rows On Import Checkbox | Hide Newly-Empty Rows On Import Checkbox]] 21.13.1-72
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| − | |}
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| − | </center>
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| − | ===Using the See Extra and Missing Tasks Form===
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| − | Clicking the '''See and fix it''' button in the '''message form''' accesses the '''See Extra and Missing Tasks''' form that lists the '''extra''' and '''missing''' tasks in two grids as shown below. Usually a '''missing''' task is just an existing task in the chart that is not in the '''current import set''' because you decided you did not want to '''flag''' it for '''import'''. Likewise, an '''extra''' task is usually just a task in the '''import set''' that you did not '''flag''' previously but now want to include in the '''updated''' chart. In these cases, there’s nothing to worry about, and you can safely ignore the rest of the discussion below.
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| − | ====Wrong Source Plan or Wrong Flag Field====
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| − | There’s also the case in which you have accidentally started an '''update''' using the wrong '''source plan''' or the wrong '''flag''' field. To continue can give you a '''big, unpleasant surprise!''' There can be lots of tasks that lost all of their '''formatting'''. If the '''See Extra and Missing Task''' form shows lots of '''extra''' and '''missing''' tasks that don’t seem to belong together in the same chart, you probably need to '''cancel''' the '''update''' so that you can go back and choose the correct tasks to perform the '''update''' correctly.
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| − | ====Mapping Extra Tasks to Missing Tasks====
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| − | However, there are cases in which an '''extra''' task is actually a '''missing''' task that is misidentified because its '''ID''' has changed in the '''source plan''' between when the chart was '''first''' created and the '''current moment''' when '''source plan''' data are being used to make the '''update'''. When this happens, you are able to recognize the '''missing''' task that is really just the '''extra''' task with a different '''ID'''. In this situation, you almost always want the '''extra''' task to inherit all the properties of the '''missing''' task so that it retains the right formatting (i.e., '''color, shape, row assignment, and so on'''). You can do this by '''mapping''' these two tasks to each other. If you see an '''extra''' task and then find a '''missing''' task that you recognize to be the same task but with a different '''ID''', use the '''Map''' button in the form below to '''map''' the '''extra''' task to its corresponding '''missing''' task.
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| − | <center>[[File:P71-7_21_1-71-(4-2)-11182021.png]]</center>
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| − | <center>P71-7_21_1-(4-2)-71-11182021.png</center>
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| − | The form above has two grids ('''Extra Tasks''' and '''Missing Tasks'''), each of which has four columns. The left-most column contains the '''row cells''' for '''selecting a grid row'''. The '''ID''' column contains the '''TaskID''' for the '''extra''' or '''missing''' tasks. The '''Task name''' column contains the task's '''name label'''. The right-most column displays check marks for both members of a '''mapped pair'''. When the '''vertical scroll bar''' is present in the form it means there are more entries in the grid than displayed in the form's '''Extra''' or '''Missing Tasks''' window. For convenience, clicking the '''column headers''' for the '''ID''' and '''Task name''' columns '''reverses''' the '''sort sequence''' for the column and it's associated grid rows. To '''map an extra''' task to the '''missing''' task that goes with it, follow these steps:
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| − | :1) Use your mouse to select one task from the''' Extra Tasks''' grid row by clicking the '''extra task’s''' selection cell.
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| − | :2) Then go to the '''Missing Tasks''' grid row and click the selection cell of the '''missing''' task that goes with '''extra''' task.
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| − | :3) Once two rows are selected, the '''Map''' button is '''enabled'''. Click the '''Map''' button to '''map''' the two tasks to each other.
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| − | Notice that check marks now appear in the '''Mapped''' column for both grid rows. Also notice that the name of the button changes from '''Map''' to '''Unmap''', indicating that you can change your mind and '''remove the mapping''' you just created. You can repeat the procedure above as many times as needed provided there are pairs of tasks available in the '''Extra Tasks''' grid rows and '''Missing Tasks''' grid rows. After matching a pair and clicking the '''Map''' button, when you select the second task in the next pair notice that the button labeled '''Unmap''' is relabeled to '''Map''' thus '''enabling''' the '''mapping''' function once more. To review all your '''mappings''', select any '''mapped''' task in either grid. Notice that it's '''paired task''' in the other grid is automatically selected and that the '''Unmap''' button is now '''enabled'''. This lets you see what is '''mapped''' to what and to '''remove mappings''' that should not be there.
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| − | When you are satisfied with all the '''mappings''' between '''extra''' and '''missing''' tasks, associated '''missing''' tasks, click the '''Done''' button to confirm and go back to the '''Warning message''' form where the process started. When you finished this '''matching process''' and returned to the '''Warning message''' form, click one of the three buttons as described below:
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| − | :* Clicking the '''Continue import''' button tells OnePager to proceed with the remaining '''import''' process and use any '''matched missing and extra''' tasks or milestones to preserve formatting.
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| − | :* Clicking the '''Cancel import''' button stops the '''import''' process and returns you to where you started the '''update''' process (i.e. chart or '''Start form''').
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| − | :* Clicking the '''See and Fix It''' button takes you back to the '''See Extra and Missing Tasks''' form so that you can '''review, add, or remove mappings'''.
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| − | ===Notes===
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| − | During any '''import and update''' operation, OnePager can find '''extra''' tasks and '''no missing''' tasks. Or it can find '''missing''' tasks and '''no extra''' tasks. In these situations, the '''Warning message''' is still displayed and the option to click the '''See and fix it''' button is still available. However, there is no way to '''fix''' anything because one of the grids in the '''See Extra and Missing Tasks''' form is empty. When you view the '''See Extra and Missing Tasks''' form in such situations, it shows you the '''extra or missing''' tasks, but it does not instruct you to '''map''' anything. In this case, the form is for informational purposes only.
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| − | <center>[[File:P71-7_21_1-71-(5-1)-11182021.png]]</center>
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| − | <center>P71-7_21_1-(5-1)-71-11182021.png</center>
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| − | ==Related Links==
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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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| − | | [[Advanced Tab for OnePager for Version 7.2 | Advanced Tab]] 21.13.1-72
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| − | | [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72
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| − | | [[Template Only Features for Project for the Web Source Plans in OnePager Version 7.2 | Template Only Features for Project for the Web Source Plans in OnePager]] 24.2.5-72
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| − | | [[Field Mappings Tab for Project for the Web in OnePager Version 7.2 | Field Mappings Tab for Project for the Web]] 21.20.1-72
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| − | |}
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| − | ==OnePager Blog Posts==
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| − | These links to the '''OnePager.com Blog''' are articles pertaining to Microsoft Project/Project Server and Microsoft Excel with regard to their used of '''Unique ID''' for the purpose of managing the '''merge''' process. These '''Blog''' articles may be useful to you with respect to managing the '''merging''' of tasks and milestones in charts created from Project for the Web '''source plans'''.
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| − | {| class="wikitable"
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| − | | [https://www.onepager.com/community/blog/whats-a-unique-id-and-why-should-i-care/ What’s a Unique ID and Why Should I Care?]
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| − | | [https://www.onepager.com/support/faq.php?id=95 Selecting A Custom Unique ID]
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| − | | [https://www.onepager.com/community/blog/unique-ids-in-microsoft-project/ Unique IDs in Microsoft Project]
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| − | | [https://www.onepager.com/community/blog/unique-ids-in-project-online-and-project-server/ Unique IDs in Project Online and Project Server]
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| − | | [https://www.onepager.com/community/blog/unique-ids-in-excel/ Unique IDs in Excel]
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| − | |}
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| − | (7.22.1-72)
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| − | [[Category:Version 7.2]]
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| − | [[Category:Basic Workflows]]
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| − | [[Category:Standalone]]
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| − | [[Category:Template Properties Form]]
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| − | [[Category:Chart Properties Form]]
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| − | [[Category:Charts]]
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| − | [[Category:Editing the Chart]]
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| − | [[Category:Task/Milestone Editing]]
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| − | [[Category:Project for the Web]]
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| − | [[Category:OnePager Bundle]]
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