Difference between revisions of "TEMPzz3"

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(→‎Opening Previous Versions of OnePager using OnePager 7.0)
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==Editing Global or Individual Task Link Properties and the Chart==
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==About Using Enterprise Custom Fields==
  
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There are five (5) situations where making an '''edit''' in OnePager to the '''Data-driven Task Link '''environment precipitates a change in the chart and can impact all snapshots.  These are covered below in the next sub-sections.
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OnePager Pro ('''OPP''') offers access to Microsoft Project Server’s Enterprise Custom Fields ('''ECF''').  You can use these fields to determine '''swimlanes, colors, flagging of tasks, and other properties'''.
  
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===Situation 1:  Turning the Data-Driven Task Link Feature ON or OFF===
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For some basic information on Microsoft Project Server's Enterprise Custom Fields, please see the website article at:  [https://www.onepager.com/tips/project-online/create-enterprise-custom-field-pwa.html Create a new enterprise custom field in Project Server or Project Online]
  
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This change is made in the''' “Master” '''checkbox that turns the '''Data-driven Task Link '''feature '''ON''' or '''OFF '''in the '''Chart Properties''' form’s '''Task Link''' tab. '''Turning the Data-Driven Task Link Feature from ON to OFF''':  When this change is made, all '''Data-driven Task Links '''are '''hidden''' in all snapshots.  Manual '''Task Links''' are not impacted.
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This article covers how to log-in to your Microsoft Project Server accounts and how to access your '''ECF''' data through '''OPP's Template Properties''' form.
  
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'''Turning the Data-Driven Task Link Feature from OFF to ON''': 
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==Logging-in to Your Microsoft Project Server Account from Microsoft Project Professional==
  
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:1) If there are '''imported''' '''Data-driven Task Links''', they are '''shown '''in all snapshots if they are not '''mavericks '''to be '''hidden'''.
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You can '''always''' log-in to your Microsoft Project Server account from Microsoft Project.  Once you are logged-in, you can follow the steps below from that point, where OnePager Pro ('''OPP''') is launched, and access the  '''Template Properties''' form to access your '''ECF''' data.
  
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:2) If there are no '''imported''' '''Data-driven Task Links''' because the feature was previously '''OFF''', OnePager goes out to the '''source plan '''and '''imports''' all '''Data-driven Task Links''' and '''shows''' them in every snapshot where the '''Task Link Filter rules '''are met.
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===Logging-in to Your Microsoft Project Server Account through the OnePager Pro Add-in===
  
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===Situation 2:  Editing the OnePager Express Predecessor Field Mapping in its Chart Properties form===
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Logging-in to your Microsoft Project Server Account can also be done directly from the '''OPP Add-in''' application.
  
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If you change the '''predecessor field mapping '''in OnePager Express, after OnePager Express '''creates''' the chart, the software discards all '''Data-driven Task Links''' and goes back to the Microsoft Excel '''source plan''' and '''imports''' the '''Data-driven Task Link '''information''' '''from the new designated Microsoft Excel '''field'''.
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Launch Microsoft Project Professional and load the Microsoft Project '''source plan''' desired from its storage location.
  
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===Situation 3:  Editing the OnePager Express Predecessor Syntax Format Selection===
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Click the '''Template Properties''' button on the Microsoft Project '''Add-in''' tab which accesses the '''OPP Template Properties''' form shown below:
  
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The dropdown menu selection in the '''Syntax''' '''Format''' '''selector''' of the OnePager Express '''Chart Properties '''form’s '''Task Links '''tab’s '''Data-Driven Task Links '''control group is shown below before any '''Data-driven Task Link''' information is '''imported'''.
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<center>[[File:P70-24_3_1-70-(1)-12022020.png]]</center>
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<!--<center>P70-24_3_1-70-(1)-12022020.png</center>-->
  
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<center>[[File:P70-19_7_1-70-(1)-10012020.png]]</center>
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The bottom of the form above contains the '''Get Enterprise Custom Fields''' checkbox and the window used in conjunction with the '''Change''' button that helps you to access and manage your Microsoft Project Server Accounts. This method does not apply when using the OnePager Pro '''Desktop''' application.
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<!--<center>P70-19_7_1-70-(1)-10012020.png</center>-->
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This '''edit''' can be made at any time.  If you make the '''edit''' in OnePager Express, the software discards all '''Data-driven Task Link '''information and goes back to the Microsoft Excel '''source plan''' and '''imports''' the '''Data-driven Task Link '''information''' '''using the new designated '''Syntax Format selector'''.
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===Accessing Your Microsoft Project Server’s Enterprise Custom Fields - OnePager Pro Add-in===
  
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===Situation 4:  Change the Filter Links Sub-Group Control===
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When you check the '''Get Enterprise Custom Fields''' checkbox to '''ON''', OnePager checks to see if it is already logged-in to your Microsoft Project Server account.  If so, the '''ECF''' data are loaded into the '''Template Properties''' form’s dropdown list of fields as shown below:
  
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This situation arises when you change the radio button selection in the '''Filter Links''' control sub-group of the '''Data-Driven Task Links''' control group in the '''Chart Properties''' form’s '''Task Link '''tab as shown below: 
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<center>[[File:P70-24_3_1-70-(7)-12022020.png]]</center>
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<!--<center>P70-24_3_1-70-(7)-12022020.png</center>-->
  
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<center>[[File:P70-19_3_1-70-(1)-10012020.png]]</center>
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If OnePager is not already logged-in, '''OPP Add-in''' attempts to log-in using the '''URL''' for whatever Microsoft Project Server account Microsoft Project is connected to.  If OnePager finds that Microsoft Windows has stored '''default credentials''' for Microsoft Project to log-in to Microsoft Project Server, OnePager attempts to use these '''credentials''' without prompting you and without ever actually knowing the username and password. If successful, OnePager '''creates''' a OnePager log-in account with just the '''URL''' but with no username and password.  
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<!--<center>P70-19_3_1-70-(1)-10012020.png</center>-->
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There are two (2) possible changes that can be made.
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<center>[[File:P70-24_3_1-70-(3)-12022020.png]]</center>
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<!--<center>P70-24_3_1-70-(3)-12022020.png</center>-->
  
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====From Show All to Use Rules:====
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Once OnePager connects to your Microsoft Project Server server account, it retrieves the '''ECF''' data and displays a success message, '''Added Enterprise Custom Fields''', as shown here:
  
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OnePager configures the '''Chart Editor '''to '''show''' every '''Data-driven Task Link''' that satisfies the '''Task Link Filter rules''' established in the '''Task Link Filter Rules''' form unless the '''Task Link''' is a '''maverick''' and '''hidden'''.  Any '''Task Link''' that does '''NOT''' satisfy the established''' Task Link Filter rules''' is '''hidden''' unless the '''Task Link '''is a '''maverick '''to be '''shown'''.  When the change from '''Show all''' to '''Use Rules''' is made, OnePager reexamines all the '''Data-driven Task Links''' '''imported''' and assures that the '''Data-driven Task Links''' that '''show''' comply with the current '''Task Link Filter rules'''. '''Data-driven Task Links''' that do not comply with the current '''Task Link Filter rules '''are '''hidden'''.
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<center>[[File:P70-24_3_1-70-(4)-12022020.png]]</center>
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<!--<center>P70-24_3_1-70-(4)-12022020.png</center>-->
  
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====From Use Rules to Show All:====
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The '''ECF''' data are now loaded into the dropdown lists as shown above.
  
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OnePager configures the '''Chart Editor''' to ensure that '''all''' '''Data-driven''' '''Task Links''' '''imported '''from the '''source plan''' are '''shown''' when the '''Show all''' radio button is selected.  Any '''Data-driven Task Links '''that are '''show/hide mavericks '''are not changed thus preserving their '''maverick''' '''show/hide''' '''status'''.  If '''Data-driven Task Links''' are not otherwise '''mavericks''', OnePager generates new '''Data-driven Task Links '''from the '''source plan’s''' '''Data-driven Task Link''' information using the current '''Task Link '''property settings.
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You can now select the '''ECF''' for various purposes such as for controlling '''(1) rows/swimlane organization, (2) selection of task bar/milestone symbol colors, or (3) Field Mappings selections''' on the '''Template Properties''' form's '''Advanced''' tab.  When you click the '''Save and use''' button, the action makes the '''Template Properties''' form with the '''ECF''' data the '''current Template Properties''' form.  It now can be used to create a '''NEW''' chart or '''UPDATE/OPEN''' an existing one.  
  
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===Situation 5: Change any of the Task Link Filter Rules===
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When a new chart is '''created''' using the desired '''ECF''' information, you can '''open''' the chart, access the '''Chart Properties''' form, and make '''edits''' to the row/swimlane organization as described above by selecting the desired '''ECF''' now available.  As a '''note''', other '''ECF’s''' are not available to you unless you already included them in some mapping in the original '''Template Properties''' form. 
  
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This situation corresponds to clicking the '''Manage Rules …''' button in the '''Data-Driven Task Links''' control group in the '''Chart Properties''' form’s '''Task Link''' tab and doing a '''add, edit, or delete''' on a '''Task Link Filter rule''' in the '''Task Link Filter Rules''' form.   When an '''edit''' is made to a '''Task Link Filter rule''', OnePager Pro and Express configures the '''Chart Editor '''to show every '''Data-driven Task Link''' that satisfies the new '''Task Link Filter rules''' in the '''Task Link Filter Rules''' form unless the '''Data-driven Task Link''' is a '''maverick''' and '''hidden'''.   Any '''Data-driven Task Link''' that does '''NOT''' satisfy the new''' Task Link Filter rules''' is '''hidden''' unless the '''Data-driven Task Link '''is a '''maverick''' to be '''shown'''. If this situation is encountered it can change which '''Task Link Filter rules''' apply at each snapshot but preserves the '''show/hide''' '''mavericks''' and '''mavericks''' of other '''Data-driven Task Link '''properties.  If an existing '''Data-driven Task Link''' does not satisfy the new '''Task Link Filter rules''' set and is not a '''maverick''' to be '''shown''' or '''hidden''', the '''Data-driven Task Link''' is completely discarded and all of its '''maverick''' properties are lost.
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For more information on the '''Field Mappings Tab'''. please see the article at:  [[Template Only Features for Version 7.0 (OnePager Pro) | Template Only Features for OnePager Pro]] 24.1.1-70
  
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==Saving OnePager Pro/Express Charts to Previous Versions==
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A similar approach using the '''OPP Add-in''' application can be used to '''UPDATE''' a chart build with '''ECF’s'''.  The '''note''' in the previous paragraph also applies.
  
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As with previous releases of OnePager Pro and Express you have the option to '''save''' charts (i.e., '''.TAM''' files) to previous versions.  To '''save''' a chart to a previous OnePager version, go to the OnePager '''File''' ribbon tool bar tab and click the '''Save as '''tab which accesses the '''Save as chart''' window.
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===Suspending the Use of Enterprise Custom Fields===
  
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Click the '''Save as type:''' dropdown and you’ll see the options as shown below:
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To '''suspend''' the use of '''Enterprise Custom Fields''', uncheck the '''Get Enterprise Custom Fields''' checkbox to '''OFF''' and click '''Save and use''' on the '''Template Properties''' form.  This action '''removes''' the '''ECF’s''' from the '''Template Properties''' form's dropdown lists so that '''creating and updating''' charts can take place with these '''Template Properties''' forms without the '''ECF’s'''.
  
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<center>[[File:P70-19_1_1-70-(27)-09292020.png]]</center>
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==Logging-in to Your Microsoft Project Server Account through the OnePager Pro Desktop==
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<!--<center>P70-19_1_1-70-(27)-09292020.png</center>-->
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When '''saving''' a chart with '''Data-driven Task Links''', it should be recognized that the '''Data-driven Task Link''' information is '''lost''' when the chart is saved to version 6.0 or earlier version of OnePager and subsequently opened. 
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Logging-in to your Microsoft Project Server Account can also be done from the OnePager Pro '''Desktop''' application as well as the '''Add-in''' application.
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Manual '''Task Links''', however, are converted to '''Event Links''' which are compatible with previous versions.
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Manual '''Task Links''' converted to '''Event Links''' retain manual '''Task Link '''properties including '''connection line color''', '''Dash type''', and '''font '''properties.   
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To do this, launch '''OPP''' from the '''Desktop icon'''.  The log-in is performed in the '''Template Properties''' form.  You can access the '''Template Properties''' form for the '''OPP Desktop''' application by clicking the '''File''' tab on the ribbon and then clicking the '''Options''' tab.  This accesses the '''OnePager Options''' page where you’ll find the '''Template''' button in the lower right of the page.  Clicking the '''Template''' button which accesses the '''Template Properties''' form shown below:
  
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All other properties of manual '''Task Links''' converted to '''Event Links''' are lost.
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<center>[[File:P70-24_3_1-70-(1)-12022020.png]]</center>
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<!--<center>P70-24_3_1-70-(1)-12022020.png</center>-->
  
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Enhancements made to manual '''Task Links''' like '''Begin '''and '''End point shapes''' and '''connection line Dash types''' are lost when '''saving''' to a previous version from version 7.1.
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===Accessing Your Microsoft Project Server’s Enterprise Custom Fields - OnePager Desktop===
  
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For more information on '''sharing chart''', please see the articles at: [[Sharing Charts for Version 7.1 (Portal) | Sharing Charts (Portal)]] 23.2.1-71
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Now, check the '''Get Enterprise Custom Fields''' checkbox to '''ON''' and the  '''OPP Desktop''' application accesses the log-in form shown below:
  
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===Opening Previous Versions of OnePager using OnePager 7.1===
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<center>[[File:P70-24_3_1-70-(3)-12022020.png]]</center>
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<!--<center>P70-24_3_1-70-(3)-12022020.png</center>-->
  
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Opening a chart created with OnePager versions '''previous''' to version 6.1 with OnePager 7.1 provides a chart where only previously inserted '''Event Links''', if any, are converted to manual '''Task Links'''.  If a chart is being opened but was originally created with OnePager 7.1 and '''saved''' as a previous version, '''no''' '''Data-driven Task Links''' are available to be '''shown'''.  If you open a '''previous''' version of a chart and subsequently '''update''' the chart using OnePager 7.1 with a '''source plan''' that contains '''Predecessor/Successor''' information, OnePager 7.1 imports this '''Dependency''' information if the '''update '''method is''' Replace All Properties'''. Subsequent to the '''update''', the chart is able to '''show Data-driven Task Links'''.  Any '''Event Links''' present in the previous version of the chart being opened with OnePager 7.1 '''shows''' these '''links''' as manual '''Task Links'''.
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Once you enter your '''credentials''', click the '''OK''' button to attempt the '''connection'''.  The '''OPP Desktop''' application logs into your account and download your '''ECF''' information into the '''Template Properties''' form’s dropdown lists as shown below:
  
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==Related Link==
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<center>[[File:P70-24_3_1-70-(7)-12022020.png]]</center>
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<!--<center>P70-24_3_1-70-(7)-12022020.png</center>-->
  
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[[Sharing Charts for Version 7.1 (Portal) | Sharing Charts (Portal)]] 23.2.1-71
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When the '''OPP Desktop''' application is launched and running, Microsoft Project is '''not running''' so it is not possible to connect to your Microsoft Project Server account through Microsoft Project. If the '''OPP Desktop''' application is '''not able to connect''' to the Microsoft Project Server you’ve requested, a message appears at the bottom of the '''Template Properties''' form as shown below:
  
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(19.7.1-71)
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<center>[[File:P70-24_3_1-70-(8)-12022020.png]]</center>
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<!--<center>P70-24_3_1-70-(8)-12022020.png</center>-->
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Once you are logged-in to your Microsoft Project Server account through the '''OPP Desktop''' application, all features and functions with respect to '''ECF''' are available as if you were using the '''OPP Add-in''' application.
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==Related Links==
 +
 
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[[Templates versus Charts for Version 7.1 | Templates versus Charts]] 4.0.1.3-71
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[[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-71
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[[Template Only Features for Version 7.0 (OnePager Pro) | Template Only Features for OnePager Pro]]. 24.1.1-70
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(24.3.1-71)
  
 
[[Category:Version 7.1]]
 
[[Category:Version 7.1]]
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[[Category:OnePager Pro]]
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[[Category:Editing the Chart]]
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[[Category:OnePager Express]]
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[[Category:Task/Milestone Editing]]
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[[Category:Task Links]]
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[[Category:Snapshots]]
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[[Category:Snapshot Independent]]
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[[Category:Task/Milestone]]
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[[Category:Charts]]
 
[[Category:Charts]]
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[[Category:Edit the Chart]]
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[[Category:Enterprise Integration]]
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[[Category:Template]]
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[[Category:Enterprise Custom Fields]]
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[[Category:Chart Properties]]
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[[Category:Ribbon]]
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[[Category:Task Links Tab]]
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[[Category:Snapshots]]
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[[Category:Where Are My Links?]]
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[[Category:Templates]]
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[[Category:Where’s My Stuff?!]]
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[[Category:Chart Properties Form]]
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[[Category:OnePager Pro]]

Revision as of 21:39, 22 February 2021

About Using Enterprise Custom Fields

OnePager Pro (OPP) offers access to Microsoft Project Server’s Enterprise Custom Fields (ECF). You can use these fields to determine swimlanes, colors, flagging of tasks, and other properties.

For some basic information on Microsoft Project Server's Enterprise Custom Fields, please see the website article at: Create a new enterprise custom field in Project Server or Project Online

This article covers how to log-in to your Microsoft Project Server accounts and how to access your ECF data through OPP's Template Properties form.

Logging-in to Your Microsoft Project Server Account from Microsoft Project Professional

You can always log-in to your Microsoft Project Server account from Microsoft Project. Once you are logged-in, you can follow the steps below from that point, where OnePager Pro (OPP) is launched, and access the Template Properties form to access your ECF data.

Logging-in to Your Microsoft Project Server Account through the OnePager Pro Add-in

Logging-in to your Microsoft Project Server Account can also be done directly from the OPP Add-in application.

Launch Microsoft Project Professional and load the Microsoft Project source plan desired from its storage location.

Click the Template Properties button on the Microsoft Project Add-in tab which accesses the OPP Template Properties form shown below:

P70-24 3 1-70-(1)-12022020.png

The bottom of the form above contains the Get Enterprise Custom Fields checkbox and the window used in conjunction with the Change button that helps you to access and manage your Microsoft Project Server Accounts. This method does not apply when using the OnePager Pro Desktop application.

Accessing Your Microsoft Project Server’s Enterprise Custom Fields - OnePager Pro Add-in

When you check the Get Enterprise Custom Fields checkbox to ON, OnePager checks to see if it is already logged-in to your Microsoft Project Server account. If so, the ECF data are loaded into the Template Properties form’s dropdown list of fields as shown below:

P70-24 3 1-70-(7)-12022020.png

If OnePager is not already logged-in, OPP Add-in attempts to log-in using the URL for whatever Microsoft Project Server account Microsoft Project is connected to. If OnePager finds that Microsoft Windows has stored default credentials for Microsoft Project to log-in to Microsoft Project Server, OnePager attempts to use these credentials without prompting you and without ever actually knowing the username and password. If successful, OnePager creates a OnePager log-in account with just the URL but with no username and password.

P70-24 3 1-70-(3)-12022020.png

Once OnePager connects to your Microsoft Project Server server account, it retrieves the ECF data and displays a success message, Added Enterprise Custom Fields, as shown here:

P70-24 3 1-70-(4)-12022020.png

The ECF data are now loaded into the dropdown lists as shown above.

You can now select the ECF for various purposes such as for controlling (1) rows/swimlane organization, (2) selection of task bar/milestone symbol colors, or (3) Field Mappings selections on the Template Properties form's Advanced tab. When you click the Save and use button, the action makes the Template Properties form with the ECF data the current Template Properties form. It now can be used to create a NEW chart or UPDATE/OPEN an existing one.

When a new chart is created using the desired ECF information, you can open the chart, access the Chart Properties form, and make edits to the row/swimlane organization as described above by selecting the desired ECF now available. As a note, other ECF’s are not available to you unless you already included them in some mapping in the original Template Properties form.

For more information on the Field Mappings Tab. please see the article at: Template Only Features for OnePager Pro 24.1.1-70

A similar approach using the OPP Add-in application can be used to UPDATE a chart build with ECF’s. The note in the previous paragraph also applies.

Suspending the Use of Enterprise Custom Fields

To suspend the use of Enterprise Custom Fields, uncheck the Get Enterprise Custom Fields checkbox to OFF and click Save and use on the Template Properties form. This action removes the ECF’s from the Template Properties form's dropdown lists so that creating and updating charts can take place with these Template Properties forms without the ECF’s.

Logging-in to Your Microsoft Project Server Account through the OnePager Pro Desktop

Logging-in to your Microsoft Project Server Account can also be done from the OnePager Pro Desktop application as well as the Add-in application.

To do this, launch OPP from the Desktop icon. The log-in is performed in the Template Properties form. You can access the Template Properties form for the OPP Desktop application by clicking the File tab on the ribbon and then clicking the Options tab. This accesses the OnePager Options page where you’ll find the Template button in the lower right of the page. Clicking the Template button which accesses the Template Properties form shown below:

P70-24 3 1-70-(1)-12022020.png

Accessing Your Microsoft Project Server’s Enterprise Custom Fields - OnePager Desktop

Now, check the Get Enterprise Custom Fields checkbox to ON and the OPP Desktop application accesses the log-in form shown below:

P70-24 3 1-70-(3)-12022020.png

Once you enter your credentials, click the OK button to attempt the connection. The OPP Desktop application logs into your account and download your ECF information into the Template Properties form’s dropdown lists as shown below:

P70-24 3 1-70-(7)-12022020.png

When the OPP Desktop application is launched and running, Microsoft Project is not running so it is not possible to connect to your Microsoft Project Server account through Microsoft Project. If the OPP Desktop application is not able to connect to the Microsoft Project Server you’ve requested, a message appears at the bottom of the Template Properties form as shown below:

P70-24 3 1-70-(8)-12022020.png

Once you are logged-in to your Microsoft Project Server account through the OPP Desktop application, all features and functions with respect to ECF are available as if you were using the OPP Add-in application.

Related Links

Templates versus Charts 4.0.1.3-71

Editing with the Chart Properties form (Portal) 21.0.1-71

Template Only Features for OnePager Pro. 24.1.1-70

(24.3.1-71)

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