Difference between revisions of "TEMPzz3"

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==Managing Background Images==
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==Overview==
  
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For more information on '''inserting background images''', please see the article at: [[Inserting Background Images for Version 7.0 | Inserting Background Images]] <!--20.1.1-70-->
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OnePager Pro ('''OPP''') provides expanded '''cloud''' access capabilities by supporting access to Microsoft Project Server and Project Online accounts. '''OPP''' can connect to '''cloud''' resident databases so that charts and snapshots can be '''created/updated''' directly from these '''source plans'''. 
 +
Additionally, '''OPP''' supports access to '''multiple accounts''', '''searches of online databases''' for specific '''source plans''', and '''online security protocols'''. With this feature, you are able to  '''access''' Microsoft Project '''source plans''' from the '''cloud''' and use the '''OPP Add-in and Standalone''' applications to '''create''', '''update''', and '''open''' charts.
  
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Also, for more information on  '''re-positioning and resizing an inserted background image''', please see the article at: [[Moving and Resizing Images for Version 7.0 | Moving and Resizing Images]] <!--20.2.1-70-->
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==General Cautions==
  
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Finally, for more information on '''editing the transparency of an inserted background image''' and some other '''editing''' options, please see the article at: [[Adjusting Image Transparency for Version 7.0 | Adjusting Image Transparency]] <!--20.3.1-70-->
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Both '''OnePager Pro Add-in and Standalone''' support accessing your '''cloud''' resident files without the assistance of Microsoft Project Professional.  Additionally, both products can '''create''', '''update''', and '''open multi-project''' charts from '''source packages''' consisting of more than one Microsoft Project '''source plan'''.
  
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Once a '''background image''' is '''inserted''' into the '''graph''', you have the controls necessary to mange the '''background image''' with respect to '''deleting, ordering, or changing''' to a different '''image''' as explained below.
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For more information, please see the article at: [[Creating Various Multi-Project Charts with OnePager Pro and Express for Version 7.1 (Portal) | Creating Various Multi-Project Charts with OnePager Pro and Express (Portal)]] 8.0.1-71
  
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===Deleting Background Images===
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However, due to technical differences between Microsoft Project '''source plans''' resident on your computer and those that are '''cloud''' resident (i.e., Microsoft Project Server or Project Online), '''caution is recommended''' when '''mixing source plans''' from different '''media''' (i.e., your computer and the '''cloud'''). As a protection, both '''OnePager Pro Add-in and Standalone''' prohibit, to the extent possible, the combination of '''source plans''' from differing '''media''' being incorporated into a single '''source package''' for the purpose of creating a '''NEW''' chart or for '''UPDATING''' an existing chart. As an additional precaution, please be mindful of the setting of the '''Server method''' in the '''Template Properties''' and '''Chart Properties''' form's '''Advanced''' tabs.  The '''Template Properties''' form's '''Advanced''' tab is shown below:
  
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You have the option to '''delete''' a '''background image''' from the '''current snapshot''' or '''all snapshots''' by first right-clicking on the '''background image''' to access the '''background image''' right-click '''context menu''' and then making a selection from the '''Delete''' command and its sub-command as shown in the '''context menu''' below:
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<center>[[File:P70-8_5_1-(1)-05142020.png]]</center>
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<!--<center>P70-8_5_1-(1)-05142020.png</center>-->
  
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<center>[[File:P70-20_4_1-70-(1)-10292019.png]]</center>
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This setting is critical to inform '''OPP Add-in''' of whether to access the '''cloud''' resident '''source plan''' directly or to access it via Microsoft Project.
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<!--<center>P70-20_4_1-70-(1)-10292019.png</center>-->
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====From Individual Snapshots====
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==Using OnePager Pro with Server Resident Project Plans==
  
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You have the option, as noted in the discussion above, to '''delete background images''' from '''individual snapshots'''.  To do this requires going to the desired '''snapshot''' and specifically using the '''Delete''' command with the '''From this snapshot''' sub-command to achieve the desired result.  This option works in the same way as '''deleting curtains''' from specific '''snapshots'''.
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Both OnePager Pro ('''OPP''') products ('''Add-in and Standalone''') support access to your Microsoft Project Server or Project Online '''accounts'''.
  
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For more information on '''Creating and managing curtains''', please see the article at:  [[Creating and Managing Curtains for Version 7.1 | Creating and Managing Curtains]] 16.0.1-71
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===Using OnePager Pro Add-in===
  
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====From All Snapshots====
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If you are planning to use OnePager Pro's '''Add-in''' application, you are able to easily connect and access your '''accounts''' from Microsoft Project Professional (before launching '''OPP''').  We recommend that you use Microsoft Project Professional to connect, access, and verify before launching '''OPP Add-in''' from the Microsoft Project Professional tool bar. Once connected and '''account''' access is verified through Microsoft Project Professional, use the '''OPP Add-in''' application as you normally would to create '''NEW''' charts, '''UPDATE''' existing charts, or simply '''OPEN''' existing charts.  Please use the article referenced below to guide your use of '''OPP Add-in''' in the Microsoft Project Server or Project Online environments. 
  
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You can also '''delete background images''' from '''all snapshots''' in one operation from any snapshot.  To do this '''select''' the '''background image''' to access the '''background image''' right-click '''context menu''', click the '''Delete''' command and the '''From all snapshots''' sub-command.  This option also works the same way as '''deleting curtains''' from '''all snapshots''' and you can use the reference links above for more information.
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If you are '''UPDATING''' and previously set the '''Server method''' in the '''Template Properties''' or '''Chart Properties''' form's '''Advanced''' tab to '''Connect directly to Server''', you should open the '''Chart Properties'''form and change it to '''Use MS Project Professional''' if you want to use Microsoft Project to access the '''source plan''' data.
  
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===Ordering Background Images===
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<center>
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{| class="wikitable"
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| [[Using OnePager Pro Add-In with Server Resident Project Plans for Version 7.0 | Using OnePager Pro Add-In with Server Resident Project Plans]] 8.5.1.1-70
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| [[Using OnePager Pro Add-In with Microsoft Project/Project Online for Version 7.1 | Using OnePager Pro Add-In with Microsoft Project/Project Online]] 8.5.1.1-71
  
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'''Background images''' are always in the '''background''', while task bars/milestone symbols and other visual data represented are in the '''foreground'''.  However, '''background images''' can be '''ordered''' within the '''background Z-Level layer'''.  To control the '''Order''' of a '''background image''', right-click the '''background image''' and select '''Order''' command from the '''background image''' right-click '''context menu'''.
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|}
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</center>
  
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<center>[[File:P70-20_4_1-70-(2)-10292019.png]]</center>
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===Using OnePager Pro Standalone===
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<!--<center>P70-20_4_1-70-(2)-10292019.png</center>-->
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The following '''order''' options are available:
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If you are planning to use OnePager Pro's '''Standalone''' application, the product supports connecting,  accessing, and verifying your Microsoft Project Server or Project Online '''accounts'''.  The article link below describes in detail how to use '''OPP Standalone''' to first connect, access, and verify access to your Microsoft Project Server or Project Online '''accounts'''.  The article continues with specific tips on creating '''NEW''' charts, '''UPDATING''' existing charts, and '''OPENING''' existing charts.
  
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:1) '''Bring to the front'''.   Position the '''background image''' in '''front of all others''' in the '''background layer'''.
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<center>
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{| class="wikitable"
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| [[Using OnePager Pro Desktop with Server Resident Project Plans for Version 7.0 | Using OnePager Pro Desktop with Server Resident Project Plans]] 8.5.1.2-70
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| [[Using OnePager Pro Standalone with Microsoft Project/Project Online for Version 7.1 | Using OnePager Pro Standalone with Microsoft Project/Project Online]] 8.5.1.2-71
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|}
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</center>
  
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:2) '''Send to back'''.  Position the '''background image''' '''behind all others''' in the '''background layer'''.
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==Troubleshooting==
  
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:3) '''Bring forward'''.  Incrementally, move the '''background image''' one '''Z-Level''' interval at a time '''forward'''.  This action brings the '''background image''' toward the '''front''' of the '''background layer'''.  This action is not very useful.
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Please refer to these '''Frequently Asked Questions''' if you are having problems:
  
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:4) '''Send backward'''.   Incrementally, move the '''background image''' one '''Z-Level''' interval at a time '''backward'''. This action moves the '''background image''' toward the '''back''' of the '''background layer'''. This action is also not very useful.
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<center>
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{| class="wikitable"
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| [https://www.onepager.com/support/faq.php?id=79 Updating OnePager with a Project Online or Project Server 2016/2019 plan]
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|-
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| [https://www.onepager.com/support/faq.php?id=96 Can't Connect to Project Online/Project Server to Update a OnePager Report]
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|-
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| [https://www.onepager.com/support/faq.php?id=117 Importing Enterprise Custom Fields from Project Server and Project Online]
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|-
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| [https://www.onepager.com/support/faq.php?id=151 Migrating from Project Server to Project Online]
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|}
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</center>
  
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===Change to a Different Background Image===
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==Related Links==
  
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Once you’ve placed a '''background image''' into the '''graph''', you have the option to change the '''background image''' to a different '''background image''' by following these steps. Right-click on the '''background image''' to access the '''background image''' right-click '''context menu''' as shown above. Click the '''Change to a different image…''' command (as seen in the figure above of the '''context menu''') which accesses the '''Open picture file''' form as shown below:
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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-->
  
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<center>[[File:P70-20_4_1-70-(3)-10292019.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-->
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<!--<center>P70-20_4_1-70-(3)-10292019.png</center>-->
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Alternatively, you can navigate to the folder where the desired '''background image''' is stored. Select the replacement '''background image''' you want to '''insert''' and click the '''Open''' button.  OnePager '''replaces''' the current '''background image''' in the '''snapshot''' with the '''selected replacement background image''' retaining the '''size''' and '''other properties''' of the former '''background image'''.
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[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70-->
  
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<center>[[File:P70-20_4_1-70-(4)-10292019.png]]</center>
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[[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-->
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<!--<center>P70-20_4_1-70-(4)-10292019.png</center>-->
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Normally, as show above, '''inserting''' a '''background image''' places it into '''all snapshots'''. However, when you purposely '''Change to a different image…''' the '''change''' applies '''only''' to the '''currently snapshot'''.  
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[[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-->
  
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Other '''snapshots''' with '''background images''' retain the original '''background image'''.
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(8.5.1-71)
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===Putting Background Image in all Snapshots===
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To apply the '''background image change''' to '''all snapshots''', right-click on the '''replaced background image''' to access the '''background image''' right-click '''context menu''' shown below and click the '''Put image at all snapshots''' command.  This action '''applies''' the '''changed background image''' to '''all snapshots''':
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<center>[[File:P70-20_4_1-70-(5)-10292019.png]]</center>
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<!--<center>P70-20_4_1-70-(5)-10292019.png</center>-->
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==Related Link==
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[[Creating and Managing Curtains for Version 7.1 | Creating and Managing Curtains]] 16.0.1-71
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(20.4.1-71)
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[[Category:Version 7.1]]
 
[[Category:Version 7.1]]
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[[Category:Add-in]]
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[[Category:Standalone]]
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[[Category:Basic Workflows]]
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[[Category:Multi-Project Formats]]
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[[Category:Enterprise Integration]]
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[[Category:Microsoft Project Server Accounts]]
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[[Category:OnePager Choices Form]]
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[[Category:Charts]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
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[[Category:Backgrounds, Images, and Logos]]
 
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[[Category:Ribbon]]
 
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[[Category:Snapshots]]
 
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[[Category:Charts]]
 
 
[[Category:Templates]]
 
[[Category:Templates]]
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[[Category:Chart Properties Form]]
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[[Category:Sharing Output]]
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[[Category:Microsoft Project]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
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[[Category:OnePager Express]]
 

Revision as of 17:26, 17 February 2021

Overview

OnePager Pro (OPP) provides expanded cloud access capabilities by supporting access to Microsoft Project Server and Project Online accounts. OPP can connect to cloud resident databases so that charts and snapshots can be created/updated directly from these source plans. Additionally, OPP supports access to multiple accounts, searches of online databases for specific source plans, and online security protocols. With this feature, you are able to access Microsoft Project source plans from the cloud and use the OPP Add-in and Standalone applications to create, update, and open charts.

General Cautions

Both OnePager Pro Add-in and Standalone support accessing your cloud resident files without the assistance of Microsoft Project Professional. Additionally, both products can create, update, and open multi-project charts from source packages consisting of more than one Microsoft Project source plan.

For more information, please see the article at: Creating Various Multi-Project Charts with OnePager Pro and Express (Portal) 8.0.1-71

However, due to technical differences between Microsoft Project source plans resident on your computer and those that are cloud resident (i.e., Microsoft Project Server or Project Online), caution is recommended when mixing source plans from different media (i.e., your computer and the cloud). As a protection, both OnePager Pro Add-in and Standalone prohibit, to the extent possible, the combination of source plans from differing media being incorporated into a single source package for the purpose of creating a NEW chart or for UPDATING an existing chart. As an additional precaution, please be mindful of the setting of the Server method in the Template Properties and Chart Properties form's Advanced tabs. The Template Properties form's Advanced tab is shown below:

P70-8 5 1-(1)-05142020.png

This setting is critical to inform OPP Add-in of whether to access the cloud resident source plan directly or to access it via Microsoft Project.

Using OnePager Pro with Server Resident Project Plans

Both OnePager Pro (OPP) products (Add-in and Standalone) support access to your Microsoft Project Server or Project Online accounts.

Using OnePager Pro Add-in

If you are planning to use OnePager Pro's Add-in application, you are able to easily connect and access your accounts from Microsoft Project Professional (before launching OPP). We recommend that you use Microsoft Project Professional to connect, access, and verify before launching OPP Add-in from the Microsoft Project Professional tool bar. Once connected and account access is verified through Microsoft Project Professional, use the OPP Add-in application as you normally would to create NEW charts, UPDATE existing charts, or simply OPEN existing charts. Please use the article referenced below to guide your use of OPP Add-in in the Microsoft Project Server or Project Online environments.

If you are UPDATING and previously set the Server method in the Template Properties or Chart Properties form's Advanced tab to Connect directly to Server, you should open the Chart Propertiesform and change it to Use MS Project Professional if you want to use Microsoft Project to access the source plan data.

Using OnePager Pro Add-In with Server Resident Project Plans 8.5.1.1-70 Using OnePager Pro Add-In with Microsoft Project/Project Online 8.5.1.1-71

Using OnePager Pro Standalone

If you are planning to use OnePager Pro's Standalone application, the product supports connecting, accessing, and verifying your Microsoft Project Server or Project Online accounts. The article link below describes in detail how to use OPP Standalone to first connect, access, and verify access to your Microsoft Project Server or Project Online accounts. The article continues with specific tips on creating NEW charts, UPDATING existing charts, and OPENING existing charts.

Using OnePager Pro Desktop with Server Resident Project Plans 8.5.1.2-70 Using OnePager Pro Standalone with Microsoft Project/Project Online 8.5.1.2-71

Troubleshooting

Please refer to these Frequently Asked Questions if you are having problems:

Updating OnePager with a Project Online or Project Server 2016/2019 plan
Can't Connect to Project Online/Project Server to Update a OnePager Report
Importing Enterprise Custom Fields from Project Server and Project Online
Migrating from Project Server to Project Online

Related Links

Creating a NEW Chart via Pull Operation - OnePager Pro

REPLACING a Snapshot via Pull Operation - OnePager Pro

ADDING a Snapshot via Pull Operation - OnePager Pro

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

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

(8.5.1-71)

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