Difference between revisions of "TEMPzz3"

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(Introduction)
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===Introduction===
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==Introduction==
  
This article has two major sections below.  The first major section is for [[Activating Your OnePager License for Version 7.1#Upgrading to OnePager Pro Version 7.1 Requires Re-Licensing |Upgrading to OnePager Pro Version 7.1 Requires Re-Licensing]] and the second major section is for [[Activating Your OnePager License for Version 7.1#Upgrading to OnePager Express Version 7.1 Requires Re-Licensing | Upgrading to OnePager Express Version 7.1 Requires Re-Licensing]].  Please use these links to navigate to the appropriate section based on how you are using OnePager.
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This article has two major sections below.  The first major section is for [[Creating a NEW Chart using Microsoft Excel Data for Version 7.1#Overview Flow Chart for OnePager Express Add-in | OnePager Express Add-In]] and the second major section is for [[Creating a NEW Chart using Microsoft Excel Data for Version 7.1#Overview Flow Chart for OnePager Express Standalone | OnePager Express Standalone]].  Please use these links to navigate to the appropriate section based on how you are using OnePager.
  
==Upgrading to OnePager Pro Version 7.1 Requires Re-Licensing==
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==Overview Flow Chart for OnePager Express Add-in==
  
===New and Trial Users of OnePager Pro Version 7.1===
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<center>[[File:X70-7_2_1-70-(1)-08062019.png]]</center>
 +
<!--<center>X70-7_2_1-70-(1)-08062019.png</center>-->
  
Customers using OnePager Pro Version 7.1 for the first time and those converting from a '''Trial User''' to a '''Licensed User''' can '''skip this section and go immediately to''': [[Activating Your OnePager License for Version 7.1#About Your OnePager Pro License | About Your OnePager Pro License]] <!--2.6.1-70-->
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==Procedures==
  
===Users Upgrading to OnePager Pro Version 7.1 from Previous OnePager Pro Versions===
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Launch Microsoft Excel and bring up the desired Microsoft Excel '''source plan'''. Set a '''Flag''' field into the Microsoft Excel '''source plan'''.  This is the '''Flag''' that OnePager uses to determine which rows to import. Determine which of the task/milestone rows in the plan are to be included and set the '''Flag''' cell to '''Yes''' for these while leaving the remainder of the task/milestone row’s '''Flag''' field set to '''No''', '''0''', or blank. Click the '''OnePager''' button to launch OnePager to bring up the '''OnePager Express Start''' form.
  
If you are a user of OnePager Pro versions prior to Version 7.1 you are required to '''re-key your license''' by requesting a OnePager Pro Version 7.1 '''license key''' from our website. After installing, you will be presented with this screen:
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<center>[[File:X70-7_2_1-70-(2)-08062019.png]]</center>
 +
<!--<center>X70-7_2_1-70-(2)-08062019.png</center>-->
  
<center>[[File:P70-1_6_1-70-(0A)-08312020.png]]</center>
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Alternatively, clicking the '''Template...''' button accesses a window with the '''Template''' which can be changed and saved.
<!--<center>P70-1_6_1-70-(0A)-08312020.png</center>-->
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There are two options available for '''re-keying''' your OnePager Pro Version 7.1 license: (1) '''Re-Key Now''' and (2) '''Snooze'''.
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<center>[[File:X70-7_2_1-70-(3-1)-09092020.png]]</center>
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<!--<center>X70-7_2_1-70-(3-1)-09092020.png</center>-->
  
====Re-Key Now Option====
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The '''Template's''' format is very similar to the OnePager '''Chart Properties''' form which is described elsewhere.  It is, in fact, the source of what appears in the '''Chart Properties''' form. Once the desired changes to the current '''Template''' are made, save the '''Template''' and return to step 3) above. At the completion of step 5) click the '''NEW''' button and OnePager displays a OnePager choices ('''OPC''') form as shown below:
  
To '''re-key''' your OnePager Pro Version 7.1 '''license''' on your '''first launch''' access to OnePager Pro Version 7.1, follow the instructions in the above form, click the '''Re-Key Now''' button to be taken to the OnePager.com website where a OnePager Pro Version 7.1 '''Replacement Key''' is provided. Return to the above form and click the '''Next''' button which takes you to the ''' OnePager Pro License form shown below:
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<center>[[File:X70-7_2_1-70-(4)-08062019.png]]</center>
 +
<!--<center>X70-7_2_1-70-(4)-08062019.png</center>-->
  
<center>[[File:P70-1_6_1-70-(0B)-08312020.png]]</center>
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It is recommended that the chart name selected refer to both the project and, perhaps, the audience that is viewing the completed chart. Notice that the '''Select Tasks with "YES" in field:''' is showing '''Show It''' as a default. Most users select '''Show It''' to tell OnePager which task/milestone rows to import but any '''Boolean''' fields or any '''Number''' field can be used.  It is important that the '''Flag''' field number represented in this window correspond to the '''Flag''' field containing the '''Yes''' and '''No''' data placed in the Microsoft Excel '''source plan'''.  
<!--<center>P70-1_6_1-70-(0B)-08312020.png</center>-->
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Follow the instructions in the form and '''paste''' the '''Replacement Key''' in the '''License Key:''' in the above form and click the '''Close''' button. When the '''OnePager Pro license form''' closes you are ready to use OnePager Pro in the '''NEW''', '''UPDATE''', or '''OPEN''' modes. If, however, you close the above form without '''re-keying''' you do have access to OnePager Pro Version 7.1 on a fifteen (15) day trial basis as indicated at the bottom of the '''OnePager Pro Start''' form shown here:
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The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the project report you are about to create. If the date created by OnePager does not reflect the '''status date''' required, change the date by using the '''calendar''' in the dropdown window. As the '''source plan''' changes later on, you can create additional snapshots to show changes consistently.
  
<center>[[File:P70-1_6_1-70-(0BA)-08312020.png]]</center>
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Finally, note that the '''Show field mappings''' checkbox is checked as shown above.  Checking this checkbox and pressing the '''Next&gt;''' button accesses the form shown below:
<!--<center>P70-1_6_1-70-(0BA)-08312020.png</center>-->
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====Snooze Option====
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<center>[[File:X70-7_2_1-70-(5)-08062019.png]]</center>
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<!--<center>X70-7_2_1-70-(5)-08062019.png</center>-->
  
If you selected the '''Snooze''' option from the '''OnePager Message form''', you are provided with a fifteen (15) day '''trial license''' to OnePager Pro Version 7.1.  Clicking the '''Snooze''' button also takes you to the '''OnePager Pro Start''' form. You can continue to use OnePager Pro Version 7.1 with the '''trial license''' until the '''fifteen (15) day''' trial period expires. Each day during the '''trial period''' OnePager Pro Version 7.1 will ask you if you want to '''Re-Key Now'''.  You have the option to do so by clicking the '''Re-Key Now''' button or continue on with the '''trial license''' by clicking the '''Snooze''' button. Two days before the '''trial license period''' ends another '''OnePager Message''' appears when OnePager Pro Version 7.1 is '''launched''' as shown below:
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This allows you to change which Microsoft Excel '''source plan''' fields are used for various purposes such as task name and start date. The '''Edit current template''' button also gives you a second chance to change many more initial properties of the chart.   Once these choices are confirmed or changed, click the '''Create new chart''' button and OnePager imports the flagged data and make the chart.  
  
<center>[[File:P70-1_6_1-70-(0C)-08312020.png]]</center>
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Once the chart is created, you can '''edit''' the chart such as by clicking shapes and then using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the ribbon and paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document.  If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can '''save''' all charts and snapshots after '''editing'''.
<!--<center>P70-1_6_1-70-(0C)-08312020</center>-->
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Using the form's '''Re-Key Now''' button you can request a '''Replacement Key''' at this point as described above. The '''Snooze''' button remains '''enabled''' so you can click the '''Snooze''' button to continue using OnePager Pro Version 7.1 on this day. Clicking the '''Next''' button allows you to use your '''trial license''' for OnePager Pro Version 7.1 for one more day.  If, however, you close the above form without '''re-keying''' you do have access to OnePager Pro Version 7.1 for two (2) day more as indicated at the bottom of the '''OnePager Pro Start''' form shown here:
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==Overview Flow Chart for OnePager Express Standalone==
  
<center>[[File:P70-1_6_1-70-(0CA)-08312020.png]]</center>
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<center>[[File:X70-7_2_2-70-(1)-08062019.png]]</center>
<!--<center>P70-1_6_1-70-(0CA)-08312020.png</center>-->
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<!--<center>X70-7_2_2-70-(1)-08062019.png</center>-->
  
If you need assistance, please contact the OnePager '''License Department''' at [http://www.onepager.com/about/contact_us.php Contact Us]. With one day remaining in your '''trial period''',  launching OnePager Pro Version 7.1 causes this '''OnePager Message''' form to appear as shown below:
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==Procedures==
  
<center>[[File:P70-1_6_1-70-(0D)-08312020.png]]</center>
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Set a '''Flag''' field into the Microsoft Excel '''source plan'''. This is the '''Flag''' that OnePager uses to determine which rows to import.  Determine which of the task/milestone rows in the plan are to be included and set the '''Flag''' cell to '''Yes''' for these while leaving the remainder of the task/milestone row’s '''Flag''' field set to '''No''', '''0''', or blank. Launch OnePager from the '''Standalone icon'''. The OnePager splash page appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Express Start''' form as shown below:
<!--<center>P70-1_6_1-70-(0D)-08312020</center>-->
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It is recommended that you use the '''Re-Key Now''' option button and complete the '''Replacement Key''' process. However, you can still use OnePager Pro Version 7.1 throughout the day by clicking the '''Snooze''' button on the form.  On the last day of the '''trial period''', launching OnePager Pro Version 7.1 causes this final '''OnePager Message''' form to appear as shown here:
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<center>[[File:X70-7_2_2-70-(2)-08062019.png]]</center>
 +
<!--<center>X70-7_2_2-70-(2)-08062019.png</center>-->
  
<center>[[File:P70-1_6_1-70-(0E-1)-08312020.png]]</center>
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At the completion of step 3) click the '''NEW''' button and OnePager displays an abbreviated OnePager choices ('''OPC)''' form as shown below:
<!--<center>P70-1_6_1-70-(0E-1)-08312020</center>-->
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The intent of this message is to advise you that this is the '''last day of the fifteen (15) day trial period''' and that OnePager Pro Version 7.1 will be '''locked''' and unavailable for you to use if you do not obtain a OnePager Pro Version 7.1 '''Replacement Key''' before the end of the day. If, however, you click the '''Next''' button the above form without '''re-keying''' you do have access to OnePager Pro Version 7.1 for one (1) more day as indicated at the bottom of the '''OnePager Pro Start''' form shown here:
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<center>[[File:X70-7_2_2-70-(4)-08062019.png]]</center>
 +
<!--<center>X70-7_2_2-70-(4)-08062019.png</center>-->
  
<center>[[File:P70-1_6_1-70-(0E)-08312020.png]]</center>
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Click the '''Select''' button. OnePager then provides a dropdown menu for you to either select a recently used Microsoft Excel '''source plan''' or you can chose the '''BROWSE FILES…''' option as shown below to select a desired Microsoft Excel '''source plan'''.
<!--<center>P70-1_6_1-70-(0E)-08312020.png</center>-->
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Although the above form provides instructions on how to revert and save your work should you not choose to upgrade to OnePager Pro Version 7.1, we recommend that you click the '''Re-Key Now''' button to continue using OnePager Pro Version 7.1. At this point, the '''Snooze''' option is not available. After the fifteen (15) '''trial period''' has expired and you attempt to launch OnePager Pro Version 7.1, the '''OnePager Message''' form shown below appears:
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<center>[[File:X70-7_2_2-70-(5)-08062019.png]]</center>
 +
<!--<center>X70-7_2_2-70-(5)-08062019.png</center>-->
  
<center>[[File:P70-1_6_1-70-(0F)-08312020.png]]</center>
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Clicking the '''BROWSE FILES…''' option as shown above accesses a Windows '''Open''' form where you can select a Microsoft Project '''source plan''' to load as shown here:
<!--<center>P70-1_6_1-70-(0F)-08312020</center>-->
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The form above notifies you that OnePager Pro Version 7.1 is not available for you to use. You may click the '''Re-Key Now''' button to obtain your '''Replacement Key''' as described above or you can  '''uninstall''' OnePager Pro Version 7.1 and '''install''' the version of OnePager Pro you purchased. When you complete the '''re-keying'''  process you do have access to OnePager Pro Version 7.1 as indicated at the bottom of the '''OnePager Pro Start''' form shown here:
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<center>[[File:X70-7_2_2-70-(6)-08062019.png]]</center>
 +
<!--<center>X70-7_2_2-70-(6)-08062019.png</center>-->
  
<center>[[File:P70-1_6_1-70-(0FA)-08312020.png]]</center>
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When you click the '''Open''' button on the Windows '''Open''' form above, OnePager loads the selected Microsoft Excel '''source plan''' and provide you with the OnePager choices ('''OPC''') form so that you can confirm or change the settings before OnePager creates the new chart.
<!--<center>P70-1_6_1-70-(0FA)-08312020.png</center>-->
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If you need assistance, please contact the OnePager '''License Department''' at [http://www.onepager.com/about/contact_us.php Contact Us].
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<center>[[File:X70-7_2_2-70-(7)-08062019.png]]</center>
 +
<!--<center>X70-7_2_2-70-(7)-08062019.png</center>-->
  
==About Your OnePager Pro License==
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As shown above, OnePager displays the loaded Microsoft Excel '''source plan''' in the '''Selected File(s)''' group of the '''OPC''' form.  You can use the '''Add/Remove''' feature (described elsewhere) to modify the choice of Microsoft Excel '''source plan''', add additional files to the package, and remove files from the package.  Clicking the '''Add/Modify''' button brings up the '''Data source selection''' form as shown below:
  
OnePager is an '''Add-in''' to Microsoft Project, which automatically displays the '''OnePager Icon''' on the '''Add-ins''' tab once OnePager is installed. The '''Icons''' on the Microsoft Project tool bar looks like this:
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<center>[[File:X70-7_2_2-70-(8)-08062019.png]]</center>
 +
<!--<center>X70-7_2_2-70-(8)-08062019.png</center>-->
  
<center>[[File:P70-1_6_1-70-(1)-07012019.png]]</center>
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It is recommended that the chart name selected refer to both the project and, perhaps, the audience that is viewing the completed chart.  Notice that the '''Select Tasks with "YES" in file:''' is showing '''Show It''' as a default. Most users select '''Show It''' to tell OnePager which task/milestone rows to import but any '''Boolean''' fields or any '''Number''' field can be used. It is important that the '''Flag''' field number represented in this window correspond to the '''Flag''' field containing the '''Yes''' and '''No''' data placed in the Microsoft Excel '''source plan'''. 
<!--<center>P70-1_6_1-70-(1)-07012019.png</center>-->
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To activate your license, click the '''OnePager Icon''' button. This accesses the '''OnePager Pro Start''' form shown below:
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The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the project report you are about to create. If the date created by OnePager does not reflect the '''status date''' required, change the date by using the '''calendar''' dropdown window.  As the plan changes later on, you can create additional snapshots to show changes consistently.
  
<center>[[File:P70-1_6_1-70-(2)-07012019.png]]</center>
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Finally, note that the '''Show field mappings''' checkbox is checked as shown above. Checking this checkbox and pressing the '''Next&gt;''' button takes you to the form shown below:
<!--<center>P70-1_6_1-70-(2)-07012019.png</center>-->
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===OnePager Licensing Form===
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<center>[[File:X70-7_2_1-70-(5)-08062019.png]]</center>
 +
<!--<center>X70-7_2_1-70-(5)-08062019.png</center>-->
  
Click the '''OnePager Pro Start''' form’s '''Help''' button and then click the '''Get Standard License''' command as shown below:
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This allows you to change which Microsoft Excel '''source plan''' fields are used for various purposes such as task name and start date. The '''Edit current template''' button also gives you a second chance to change many more initial properties of the chart.  Once these choices are confirmed or changed, click the '''Create new chart''' button and OnePager imports the flagged data and make the chart.
  
<center>[[File:P70-1_0_1-70-(10)-04282020.png]]</center>
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Once the chart is created, you can '''edit''' the chart such as by clicking shapes and then using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the ribbon and paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document.  If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can '''save''' all charts and snapshots after '''editing'''.
<!--<center>P70-1_0_1-70-(10)-04282020.png</center>-->
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To start the licensing process,  click the '''License''' tab on the OnePager '''File''' form to access the tab shown below:
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==Related Links==
  
<center>[[File:P70-1_0_1-70-(9A)-09082020.png]]</center>
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[[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] <!--7.13.1-70-->
<!--<center>P70-1_0_1-70-(9A)-09082020.png</center>-->
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The '''Get Standard License''' button accesses the '''OnePager Express license form''' which you can use to access your OnePager software license from Chronicle Graphics, Inc. The '''OnePager Pro license form''' is shown below:
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[[Creating a NEW Chart via Pull Operation - OnePager Express  for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] <!--7.13.2-70-->
  
<center>[[File:P70-1_0_1-70-(10C)-07012019.png]]</center>
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[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70-->
<!--<center><P70-1_0_1-70-(10C)-07012019.png></center>-->
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===Request License Key===
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[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70-->
 
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Clicking the '''Request License Key''' button takes you to the Chronicle Graphics' website ([http://www.onepager.com/support/license.php Request a License Key]) where the '''installation code''' and product type are automatically filled in.  The OnePager website’s '''Request a License Key''' page looks like this:
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<center>[[File:P70-1_6_1-70-(5)-04292020.png]]</center>
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<!--<center>P70-1_6_1-70-(5)-04292020.png</center>-->
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Enter your name, company, e-mail address, and Order Number. Your '''installation code''' is filled in for you along with the Product Name. Your '''Order Number''' can be found in the e-mail from which you downloaded the .zip file.  Specify your Reason for Request ('''New''' or '''Replacement''' key), then click the '''Request Key'''.
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When you receive the email, simply copy ('''CTRL+C''') and paste ('''CTRL+V''') the '''License Key''' provided in the email into the '''License key''' window of the '''OnePager license form''', shown above, and click the '''Activate License''' button. If for any reason you are not able to access the Internet from OnePager Pro, follow the instructions above to get to the '''OnePager License form'''. 
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Once there, copy ('''CTRL+C''') the '''Installation code''' and paste ('''CTRL+V''') it into an email message with your identifying information, including your '''Order Number''', and send it to [mailto:licenses@onepager.com Licensing Department].  The Licensing Department returns your '''License Key''' shortly via email. When this email is received, copy ('''CTRL+C''') the '''License Key''' and paste ('''CTRL+V''') the license key received into the '''License key''' window of the above '''OnePager Pro license form'''.  Make sure to completely overlay everything including the braces when pasting ('''CTRL+V''') the '''License Key''' provided into this window.  To complete the activation, press '''Activate License'''.
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After your '''License Key''' is update, the '''License''' sub-tab on the OnePager Pro 7.1 ribbon's '''File''' tab looks like this:
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<center>[[File:P70-1_6_1-70-(6)-04292020.png]]</center>
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<!--<center>P70-1_6_1-70-(6)-04292020.png</center>-->
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===Request to Transfer a License to Another Computer or User===
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It may be necessary from time to time to transfer a OnePager Pro license from a licensed computer to a new computer and/or new OnePager Pro user. If this is needed, please contact the '''OnePager Licensing Department''' at this email address: [mailto:licenses@onepager.com Licensing Department].
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==Special Situations==
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Sometimes there are special environments where OnePager's’ automated licensing system cannot be accessed, making it necessary to manually copy the '''Installation Code''' into an email.  In these situations it is often easy to confuse certain characters (e.g. the letter '''l''' and the number '''1'''), resulting in an invalid '''Installation Code'''. To help mitigate this, we added a checkbox titled '''Use colors on look-alike characters'''.  Checking this checkbox alters the appearance of the '''Installation Code''' as shown below:
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<center>[[File:P70-1_6_1-70-(7)-07012019.png]]</center>
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<!--<center>P70-1_6_1-70-(7)-07012019.png</center>-->
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As shown above, there is a legend next to the checkbox that helps you make sure you have the right characters when you are in this situation. When, despite the color coding, you email us an '''Installation Code''' that is invalid, we can use '''fuzzy logic''' processing to check for similar codes differing only by these look-alike characters.  If we find a valid '''Installation Code''', we email you the resulting '''License Key'''.  Otherwise, we notify you that your '''Installation Code''' is invalid for other reasons and help you resolve the issue. As an added support measure, we upgraded to our licensing system to support computers that have the '''FIPS algorithm policy''' enabled.
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===OnePager Pro Standalone Application===
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The OnePager Pro ('''OPP''') '''Standalone''' application uses the same methodology to activate a valid '''Installation Code''' as does the '''Add-in''' application.
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==Upgrading to OnePager Express Version 7.1 Requires Re-Licensing==
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===New and Trial Users of OnePager Express Version 7.1===
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Customers using OnePager Express Version 7.1 for the first time and those converting from a '''Trial User''' to a '''Licensed User''' can '''skip this section and go immediately to''': [[Activating Your OnePager License for Version 7.1#About Your OnePager Express License | About Your OnePager Express License]] <!--2.6.1-70-->
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===Users Upgrading to OnePager Express Version 7.1 from Previous OnePager Express Versions===
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If you are a user of OnePager Express versions prior to Version 7.1 you are required to '''re-key your license''' by requesting a OnePager Express Version 7.1 '''license key''' from our website. After installing Version 7.1 on your computer using the standard '''installation procedure''', you will be presented with this screen:
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<center>[[File:P70-2_6_1-70-(0A)-09082020.png]]</center>
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<!--<center>P70-2_6_1-70-(0A)-09082020.png</center>-->
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There are two options available for '''re-keying''' your OnePager Express Version 7.1 license:  (1) '''Re-Key Now''' and (2) '''Snooze'''.
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====Re-Key Now Option====
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To '''re-key''' your OnePager Express Version 7.1 '''license''' on your '''first launch''' access to OnePager Express Version 7.1, follow the instructions in the above form, click the '''Re-Key Now''' button to be taken to the OnePager.com website where a OnePager Express Version 7.1 '''Replacement Key''' is provided.
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Return to the above form and click the '''Next''' button which takes you to the ''' OnePager Express License form shown below:
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<center>[[File:P70-2_6_1-70-(0B)-09082020.png]]</center>
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<!--<center>P70-2_6_1-70-(0B)-09082020.png</center>-->
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Follow the instructions in the form and '''paste''' the '''Replacement Key''' in the '''License Key:''' in the above form and click the '''Close''' button. When the '''OnePager Express license form''' closes you are ready to use OnePager Express in the '''NEW''', '''UPDATE''', or '''OPEN''' modes.
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If, however, you close the above form without '''re-keying''' you do have access to OnePager Express Version 7.1 on a fifteen (15) day trial basis as indicated at the bottom of the '''OnePager Express Start''' form.
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====Snooze Option====
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If you selected the '''Snooze''' option from the '''OnePager Message form''', you are provided with a fifteen (15) day '''trial license''' to OnePager Express Version 7.1.  Clicking the '''Snooze''' button also takes you to the '''OnePager Express Start''' form.  You can continue to use OnePager Express Version 7.1 with the '''trial license''' until the '''fifteen (15) day''' trial period expires. Each day during the '''trial period''' OnePager Express Version 7.1 will ask you if you want to '''Re-Key Now'''.  You have the option to do so by clicking the '''Re-Key Now''' button or continue on with the '''trial license''' by clicking the '''Snooze''' button. Two days before the '''trial license period''' ends another '''OnePager Message''' appears when OnePager Express Version 7.1 is '''launched''' as shown below:
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<center>[[File:P70-2_6_1-70-(0C)-09082020.png]]</center>
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<!--<center>P70-2_6_1-70-(0C)-09082020</center>-->
+
 
+
Using the form's '''Re-Key Now''' button you can request a '''Replacement Key''' at this point as described above. The '''Snooze''' button remains '''enabled''' so you can click the '''Snooze''' button to continue using OnePager Express Version 7.1 on this day. Clicking the '''Next''' button allows you to use your '''trial license''' for OnePager Express Version 7.1 for one more day.  If, however, you close the above form without '''re-keying''' you do have access to OnePager Express Version 7.1 for two (2) day more as indicated at the bottom of the '''OnePager Express Start''' form. If you need assistance, please contact the OnePager '''License Department''' at [http://www.onepager.com/about/contact_us.php Contact Us].
+
 
+
With one day remaining in your '''trial period''',  launching OnePager Express Version 7.1 causes this '''OnePager Message''' form to appear as shown below:
+
 
+
<center>[[File:P70-2_6_1-70-(0D)-009082020.png]]</center>
+
<!--<center>P70-2_6_1-70-(0D)-09082020</center>-->
+
 
+
It is recommended that you use the '''Re-Key Now''' option button and complete the '''Replacement Key''' process.  However, you can still use OnePager Express Version 7.1 throughout the day by clicking the '''Snooze''' button on the form. 
+
 
+
On the last day of the '''trial period''', launching OnePager Express Version 7.1 causes this final '''OnePager Message''' form to appear as shown here:
+
 
+
<center>[[File:P70-2_6_1-70-(0E-1)-08312020.png]]</center>
+
<!--<center>P70-1_6_1-70-(0E-1)-08312020</center>-->
+
 
+
The intent of this message is to advise you that this is the '''last day of the fifteen (15) day trial period''' and that OnePager Express Version 7.1 will be '''locked''' and unavailable for you to use if you do not obtain a OnePager Express Version 7.1 '''Replacement Key''' before the end of the day. If, however, you click the '''Next''' button the above form without '''re-keying''' you do have access to OnePager Express Version 7.1 for one (1) more day as indicated at the bottom of the '''OnePager Express Start''' form.
+
 
+
Although the above form provides instructions on how to revert and save your work should you not choose to upgrade to OnePager Express Version 7.1, we recommend that you click the '''Re-Key Now''' button to continue using OnePager Express Version 7.1. At this point, the '''Snooze''' option is not available. After the fifteen (15) '''trial period''' has expired and you attempt to launch OnePager Express Version 7.1, the '''OnePager Message''' form shown below appears:
+
 
+
<center>[[File:P70-2_6_1-70-(0F)-09082020.png]]</center>
+
<!--<center>P70-2_6_1-70-(0F)-09082020</center>-->
+
 
+
The form above notifies you that OnePager Express Version 7.1 is not available for you to use. You may click the '''Re-Key Now''' button to obtain your '''Replacement Key''' as described above or you can  '''uninstall''' OnePager Express Version 7.1 and '''install''' the version of OnePager Express you purchased. When you complete the '''re-keying'''  process you do have access to OnePager Express Version 7.1 as indicated at the bottom of the '''OnePager Express Start''' form shown here:
+
 
+
<center>[[File:X70-2_6_1-70-(0FA-1)-09252020.png]]</center>
+
<!--<center>X70-2_6_1-70-(0FA-1)-09252020.png</center>-->
+
 
+
If you need assistance, please contact the OnePager '''License Department''' at [http://www.onepager.com/about/contact_us.php Contact Us].
+
 
+
==About Your OnePager Express License==
+
 
+
OnePager is an '''add-in''' to Microsoft Excel, which automatically displays the '''OnePager icon''' once OnePager is installed. The '''icons''' on the Microsoft Excel tool bar looks like this:
+
 
+
<center>[[File:X70-2_6_1-70-(1)-07032019.png]]</center>
+
<!--<center>70-2_6_1-70-(1)-07032019.png</center>-->
+
 
+
To activate your license, click on the '''OnePager icon''' button.  This accesses the '''OnePager Express Start''' form shown below:
+
 
+
<center>[[File:X70-2_6_1-70-(2)-07032019.png]]</center>
+
<!--<center>X70-2_6_1-70-(2)-07032019.png</center>-->
+
 
+
===OnePager Licensing Form===
+
 
+
To start the licensing process,  click the '''License''' tab on the OnePager '''File''' form to access the tab shown below:
+
 
+
<center>[[File:X70-2_6_1-70-(5-1)-09252020.png]]</center>
+
<!--<center>X70-2_6_1-70-(5-1)-009252020.png</center>-->
+
 
+
The '''Get Standard License''' button accesses the '''OnePager Express license form''' which you can use to access your OnePager software license from Chronicle Graphics, Inc. This accesses the '''OnePager Express licensing form''' as shown below:
+
 
+
<center>[[File:X70-2_6_1-70-(4)-07032019.png]]</center>
+
<!--<center>X70-2_6_1-70-(4)-07032019.png</center>-->
+
 
+
===Request License Key===
+
 
+
Clicking the '''Request License Key''' button takes you to the Chronicle Graphics’ website ([http://www.chroniclegraphics.com/support/license.php Request a License Key]) where the installation code and product type are automatically filled in.  The OnePager website’s '''Request a License Key''' page looks like this:
+
 
+
<center>[[File:P70-1_6_1-70-(5)-07012019.png]]</center>
+
<!--<center>P70-1_6_1-70-(5)-07012019.png</center>-->
+
 
+
Enter your name, company, e-mail address, and Order Number. Your '''installation code''' is filled in for you along with the Product Name. Your Order Number can be found in the e-mail from which you downloaded the .zip file.
+
 
+
Specify your Reason for Request (New or Replacement key), then click the '''Request Key'''.
+
 
+
When you receive the email, simply copy ('''CTL+C''') and paste ('''CTL+V''') the '''License Key''' provided in the email into the '''License Key''' window of the OnePager license form, shown above, and click the “Activate License” button.
+
 
+
If for any reason you are not able to access the Internet from OnePager Express, follow the instructions above to get to the '''OnePager Express License form'''. 
+
 
+
Once there, copy ('''CTRL+C''') the '''Installation code''' and paste ('''CTRL+V''') it into an email message with your identifying information, including your Order Number, and send it to [mailto:licenses@onepager.com Licensing Department].  The License Department returns your '''License Key''' shortly via email.  When this email is received, copy ('''CTRL+C''') the '''License Key''' and paste ('''CTRL+V''') the '''license key''' received into the '''License key''' window of the above '''OnePager Express license form'''. 
+
 
+
Make sure to completely overlay everything including the braces when pasting ('''CTRL+V''') the '''License Key''' provided into this window.  To complete the activation, press '''Activate License'''.
+
 
+
After your '''License Key''' is update, the '''License''' sub-tab on the OnePager Express 7.1 ribbon's '''File''' tab looks like this:
+
 
+
<center>[[File:X70-2_6_1-70-(5-1)-09252020.png]]</center>
+
<!--<center>X70-2_6_1-70-(5-1)-009252020.png</center>-->
+
 
+
===Request to Transfer a License to Another Computer or User===
+
 
+
It may be necessary from time to time to transfer a OnePager Express license from a licensed computer to a new computer and/or new OnePager Express user. If this is needed, please contact the '''OnePager Licensing Department''' at this email address: [mailto:licenses@onepager.com Licensing Department].
+
 
+
==Special Situations==
+
 
+
Sometimes there are special environments where Chronicle Graphics’ automated licensing system cannot be accessed, making it necessary to manually copy the '''Installation Code''' into an email.  In these situations it is often easy to confuse certain characters (e.g. the letter ‘l’ and the number ‘1’), resulting in an invalid '''Installation Code'''. To help mitigate this, we added a checkbox titled '''Use colors on look-alike characters'''.  Checking this checkbox alters the appearance of the '''Installation Code''' as shown below:
+
 
+
<center>[[File:X70-2_6_1-70-(6)-07032019.png]]</center>
+
<!--<center>X70-2_6_1-70-(6)-07032019.png</center>-->
+
 
+
As shown above, there is a legend next to the checkbox that helps you make sure you have the right characters when you are in this situation. When, despite the color coding, you email us an '''Installation Code''' that is invalid, we can use '''fuzzy logic''' processing to check for similar codes differing only by these look-alike characters.  If we find a valid '''Installation Code''', we email you the resulting '''License Key'''.  Otherwise, we notify you that your '''Installation Code''' was invalid for other reasons and help you resolve the issue. As an added support measure, we upgraded to our licensing system to support computers that have the '''FIPS algorithm policy''' enabled.
+
 
+
===OnePager Express Standalone Application===
+
 
+
The OnePager Express ('''OPX''') '''Standalone''' application using the same methodology to activate a valid '''Installation Code''' as does the '''Add-in''' application.
+
 
+
==Related Links==
+
  
[[Uninstalling OnePager for Version 7.1 | Uninstalling OnePager]] 1.4.1-71, 2.4.1-71
+
[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70-->
  
[[Temporarily Disabling and Re-enabling OnePager for Version 7.1#About Temporarily Disabling and Re-Enabling OnePager Pro for Microsoft Project | Temporarily Disabling and Re-Enabling OnePager Pro for Microsoft Project]] 1.5.1-71, 2.5.2-71
+
[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70-->
  
[[Uninstalling OnePager for Version 7.1#Uninstalling OnePager Express | Uninstalling OnePager Express]] 1.4.1-71, 2.4.1-71
+
[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-70-->
  
[[Temporarily Disabling and Re-enabling OnePager for Version 7.1#About Temporarily Disabling and Re-Enabling OnePager Express for Microsoft Excel | Temporarily Disabling and Re-Enabling OnePager Express for Microsoft Excel]] 1.5.1-70, 2.5.1-71
+
[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-70-->
  
[[Getting Support and Contacting Chronicle Graphics for Version 7.0 | Getting Support and Contacting Chronicle Graphics]] <!--30.0.1-70-->
+
[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-70-->
  
(1.6.1-71, 2.6.1-71)
+
(7.2.1-70, 7.2.2-70)
  
[[Category:Version 7.0]]
+
[[Category:Version 7.1]]
[[Category:Installation]]
+
[[Category:Add-in
[[Category:Installation Code]]
+
[[Category:Standalone]]
[[Category:Licensing and Activation]]
+
[[Category:Basic Workflows]]
[[Category:License Key]]
+
[[Category:Chart Properties Form]]
[[Category:Help]]
+
[[Category:OnePager Choices Form]]
[[Category:Support]]
+
[[Category:Snapshots]]
 +
[[Category:Charts]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]

Revision as of 15:23, 9 February 2021

Introduction

This article has two major sections below. The first major section is for OnePager Express Add-In and the second major section is for OnePager Express Standalone. Please use these links to navigate to the appropriate section based on how you are using OnePager.

Overview Flow Chart for OnePager Express Add-in

X70-7 2 1-70-(1)-08062019.png

Procedures

Launch Microsoft Excel and bring up the desired Microsoft Excel source plan. Set a Flag field into the Microsoft Excel source plan. This is the Flag that OnePager uses to determine which rows to import. Determine which of the task/milestone rows in the plan are to be included and set the Flag cell to Yes for these while leaving the remainder of the task/milestone row’s Flag field set to No, 0, or blank. Click the OnePager button to launch OnePager to bring up the OnePager Express Start form.

X70-7 2 1-70-(2)-08062019.png

Alternatively, clicking the Template... button accesses a window with the Template which can be changed and saved.

X70-7 2 1-70-(3-1)-09092020.png

The Template's format is very similar to the OnePager Chart Properties form which is described elsewhere. It is, in fact, the source of what appears in the Chart Properties form. Once the desired changes to the current Template are made, save the Template and return to step 3) above. At the completion of step 5) click the NEW button and OnePager displays a OnePager choices (OPC) form as shown below:

X70-7 2 1-70-(4)-08062019.png

It is recommended that the chart name selected refer to both the project and, perhaps, the audience that is viewing the completed chart. Notice that the Select Tasks with "YES" in field: is showing Show It as a default. Most users select Show It to tell OnePager which task/milestone rows to import but any Boolean fields or any Number field can be used. It is important that the Flag field number represented in this window correspond to the Flag field containing the Yes and No data placed in the Microsoft Excel source plan.

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

Finally, note that the Show field mappings checkbox is checked as shown above. Checking this checkbox and pressing the Next> button accesses the form shown below:

X70-7 2 1-70-(5)-08062019.png

This allows you to change which Microsoft Excel source plan fields are used for various purposes such as task name and start date. The Edit current template button also gives you a second chance to change many more initial properties of the chart. Once these choices are confirmed or changed, click the Create new chart button and OnePager imports the flagged data and make the chart.

Once the chart is created, you can edit the chart such as by clicking shapes and then using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes. When the desired editing is complete, click the Copy to Clipboard button on the ribbon and paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can save all charts and snapshots after editing.

Overview Flow Chart for OnePager Express Standalone

X70-7 2 2-70-(1)-08062019.png

Procedures

Set a Flag field into the Microsoft Excel source plan. This is the Flag that OnePager uses to determine which rows to import. Determine which of the task/milestone rows in the plan are to be included and set the Flag cell to Yes for these while leaving the remainder of the task/milestone row’s Flag field set to No, 0, or blank. Launch OnePager from the Standalone icon. The OnePager splash page appears briefly followed by the OnePager Chart Editor form displaying the OnePager Express Start form as shown below:

X70-7 2 2-70-(2)-08062019.png

At the completion of step 3) click the NEW button and OnePager displays an abbreviated OnePager choices (OPC) form as shown below:

X70-7 2 2-70-(4)-08062019.png

Click the Select button. OnePager then provides a dropdown menu for you to either select a recently used Microsoft Excel source plan or you can chose the BROWSE FILES… option as shown below to select a desired Microsoft Excel source plan.

X70-7 2 2-70-(5)-08062019.png

Clicking the BROWSE FILES… option as shown above accesses a Windows Open form where you can select a Microsoft Project source plan to load as shown here:

X70-7 2 2-70-(6)-08062019.png

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

X70-7 2 2-70-(7)-08062019.png

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

X70-7 2 2-70-(8)-08062019.png

It is recommended that the chart name selected refer to both the project and, perhaps, the audience that is viewing the completed chart. Notice that the Select Tasks with "YES" in file: is showing Show It as a default. Most users select Show It to tell OnePager which task/milestone rows to import but any Boolean fields or any Number field can be used. It is important that the Flag field number represented in this window correspond to the Flag field containing the Yes and No data placed in the Microsoft Excel source plan.

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

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

X70-7 2 1-70-(5)-08062019.png

This allows you to change which Microsoft Excel source plan fields are used for various purposes such as task name and start date. The Edit current template button also gives you a second chance to change many more initial properties of the chart. Once these choices are confirmed or changed, click the Create new chart button and OnePager imports the flagged data and make the chart.

Once the chart is created, you can edit the chart such as by clicking shapes and then using the controls on the ribbon or right-clicking, double-clicking, or dragging the shapes. When the desired editing is complete, click the Copy to Clipboard button on the ribbon and paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can save all charts and snapshots after editing.

Related Links

Creating a NEW Chart via Pull Operation - OnePager Pro

Creating a NEW Chart via Pull Operation - OnePager Express

REPLACING a Snapshot via Pull Operation - OnePager Pro

REPLACING a Snapshot via Pull Operation - OnePager Express

ADDING a Snapshot via Pull Operation - OnePager Pro

ADDING a Snapshot via Pull Operation - OnePager Express

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

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

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

(7.2.1-70, 7.2.2-70)[[Category:Add-in