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| − | ==Creating a Multi-Project Chart from Smartsheet Report Imported as a Single Source Plan==
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| − | ===Introduction===
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| − | Smartsheet supports the creation of '''Smartsheet Reports''' of several kinds and in the context of OnePager we are focusing on the '''Smartsheet Reports''' created from one or more Smartsheet Gantt charts. The procedure for creating '''Smartsheet Reports''' of '''multiple Gantt charts''' is covered within the Smartsheet Application. In this section we'll use a '''Smartsheet Report''' made up of four (4) separate '''Smartsheet Gantt charts''' as described in the example that follows
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| − | Suppose you have '''multiple''' Smartsheet '''source plans''' that are related and you want to create a '''single''' chart from these Smartsheet '''source plans''' that are organized into a '''Smartsheet Report'''. The chart mujst show the important schedule items and will be '''updated''' as the project proceeds. Whenever chart '''updates''' are contemplated in the future OnePager requires that tasks being '''imported''' have '''unique task identifiers''' that OnePager can use to keep the '''updates''' aligned. Smartsheet '''source plans''' have '''unique task identifiers''' built in and the data are '''imported''' when OnePager '''imports''' the Smartsheet '''source plan'''. OnePager makes these '''unique task identifiers''' available in the OnePager '''Chart Editor''' as the '''SmartsheetTaskID''' field which is discussed later.
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| − | For more information on '''SmartsheetTaskID''', please see the section in the article at: [[Merging the Wrong Tasks into a Chart for Version 7.1 - OnePager Bundle - Smartsheet#The SmartsheetTaskID Field | The SmartsheetTaskID Field]] 7.21.1-71
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| − | ===Making a Multi-Project Chart from a Smartsheet Report===
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| − | To illustrate what is needed, let’s construct a '''Smartsheet Report''' from four (4) charts related to the '''BlueGrass Project Plan''' Smartsheet '''source pla''' as shown below:
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| − | <center>'''Merlin Project Phases 1'''</center>
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| − | <center>[[File:P71-8_5_3-71-(20)-05252022.png]]</center>
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| − | <center>P71-8_5_3-71-(20)-05252022.png</center>
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| − | <center>'''Merlin Project Phases 2'''</center>
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| − | <center>[[File:P71-8_5_3-71-(21)-05252022.png]]</center>
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| − | <center>P71-8_5_3-71-(21)-05252022.png</center>
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| − | <center>'''Adonis Project Phases 1'''</center>
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| − | <center>[[File:P71-8_5_3-71-(22)-05252022.png]]</center>
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| − | <center>P71-8_5_3-71-(22)-05252022.png</center>
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| − | <center>'''Adonis Project Phases 2'''</center>
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| − | <center>[[File:P71-8_5_3-71-(23)-05252022.png]]</center>
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| − | <center>P71-8_5_3-71-(23)-05252022.png</center>
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| − | Using these four (4) Smartsheet files, create a '''Smartsheet Report''' named '''Report Project Ocean (Adonis & Merlin)''' and save it in your Smartsheet account.
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| − | ====Important Note====
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| − | Each of the Smartsheet '''source plans''' above have unique '''SmartsheetTaskID''' fields with '''unique numbers''' generated by OnePager at '''source plan import'''. It is important throughout the use of these Smartsheet '''source plans''' that these assigned unique '''SmartsheetTaskID''' numbers remain with their respective tasks. '''Dates''' can change in the Smartsheet '''source plan's''' rows along with other '''updated''' information as the projects progress, but the '''SmartsheetTaskID''' number '''must''' remain associated with the task activity. Tasks can be '''deleted''', but the '''deleted SmartsheetTaskID''' should not be '''reused''' for a later snapshot. OnePager can process out of sequence '''SmartsheetTaskID''' numbers.
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| − | ===Setting up the One Pager Template Properties Form for a Multi-Project Chart===
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| − | The next step is to select and '''update''' an appropriate '''Template Properties''' form.
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| − | For this illustration we’ve selected the '''Multi-Project Gantt Chart – Detailed Template Properties''' form. Once the current '''Template Properties''' form is established as a '''multiple-project Template Properties''' form, go to the '''Rows/Swimlanes''' tab and make sure that the '''Group rows into swimlanes''' and '''Label swimlanes by''' windows are set to '''Project name''' for the '''Left#1 swimlane'''. Since we are plan to be interested in '''project risk''', sure that the '''Group rows into swimlanes''' and '''Label swimlanes by''' windows are set to '''Category''' for the '''Left#2 swimlane'''. Also, for this illustration, make sure that '''Left#1 text columns''' are displayed and are set to show the '''% Complete EV''' column.
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| − | The '''Rows/Swimlanes''' tab in the '''Template Properties''' form looks like this:
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| − | <center>[[File:P71-8_5_3-71-(24)-05252022.png]]</center>
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| − | <center>P71-8_5_3-71-(24)-05252022.png</center>
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| − | When the steps above are completed and the '''Template Properties''' form is '''updated''', click the '''Save and use''' button to make the modified '''Template Properties''' form the current '''Template'''.
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| − | ===Create a Multi-Project Chart from a Smartsheet Report===
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| − | Next, launch OnePager Bundle. The '''OnePager Bundle Start''' form appears.
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| − | Click the '''NEW''' button which accesses the OnePager choices ('''OPC''') form.
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| − | Then, click the '''Select''' button in the '''Select File(s)''' section of the '''OPC''' form and navigate to select the '''Report Project Ocean (Adonis & Merlin)''' as shown below:
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| − | <center>[[File:P71-8_5_3-71-(25)-05252022.png]]</center>
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| − | <center>P71-8_5_3-71-(25)-12012021.png</center>
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| − | Next, use the '''Change''' button in the '''Starting Template''' section to make sure that your updated '''Template Properties''' form is selected as shown here:
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| − | <center>[[File:P71-8_5_3-71-(26)-05252022.png]]</center>
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| − | <center>P71-8_5_3-71-(26)-12012021.png</center>
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| − | With this done, name the chart '''Report Project Ocean (Adonis & Merlin)''' and make sure that '''Show It''' is selected '''Task Selection''' section as shown here:
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| − | <center>[[File:P71-8_5_3-71-(27)-05252022.png]]</center>
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| − | <center>P71-8_5_3-71-(27)-12012021.png</center>
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| − | When these confirmations are complete, click the '''Create new chart''' button. The chart looks like this:
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| − | <center>[[File:P71-8_5_3-71-(28)-05252022.png]]</center>
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| − | <center>P71-8_5_3-71-(28)-05252022.png</center>
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| − | Once you created the chart from a '''Smartsheet Report''' the chart can be managed as a single snapshot. You can now '''add''' a new snapshot to the chart to show how tasks changed by updating the constituent project charts and updating your '''Smartsheet Report''' before accessing it to create a new snapshot.
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| − | ===Updating a Chart Created from a Smartsheet Report===
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| − | Eventually you want to '''update''' your '''Smartsheet Report''' based chart by either '''adding''' a snapshot or '''replacing''' a snapshot with '''updated''' data. To perform either the '''add''' or the '''replace''' snapshot, the processes described in these two referenced article references that follow can be used.
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| − | <center>
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| − | {| class="wikitable"
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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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| − | |}
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| − | </center>
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| − | The key to making '''updated''' '''Smartsheet Report''' created charts involving '''multiple''' Smartsheet '''source plan''' is the proper management of the Smartsheet data at the '''Smartsheet file level'''. Recall that the '''smartsheet files''' contains the '''source plan(s)''' that are to be used to either create or '''update''' a '''Smartsheet Report''' based chart.
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