Difference between revisions of "TEMPzz3"

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==About Using Enterprise Custom Fields==
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==Adjusting Background Image Transparency==
  
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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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When '''background images''' are initially '''inserted''' into the '''graph''' they are opaque.  Initially the presence of such a '''background image''' can distract from the project management information the chart is intended to convey.  To resolve such a situation and provide more flexibility, you have the option of '''editing''' how '''transparent''' the '''inserted background image''' can be in the '''graph'''.
  
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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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The greater the '''transparency''', the less potential distraction the '''inserted background image''' can appear. Conversely, the less the '''transparency''' setting, the more prominent the '''inserted background image''' appears in the '''graph'''.
  
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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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===Increasing Background Image Transparency===
  
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==Logging-in to Your Microsoft Project Server Account from Microsoft Project Professional==
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'''Editing background image transparency''' is done by accessing the '''background image''' right-click '''context menu''' in the '''background image's area''' where there are no task bars/milestone symbols, decorations, or adornments as shown here:
  
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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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<center>[[File:P70-20_3-1-70-(1)-10292019.png]]</center>
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<!--<center>P70-20_3-1-70-(1)-10292019.png</center>-->
  
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===Logging-in to Your Microsoft Project Server Account through the OnePager Pro Add-in===
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Then click the '''Properties …''' command to accesses the '''Image Properties''' form that lets you adjust '''transparency''' as shown below:
  
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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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<center>[[File:P70-20_3-1-70-(2)-10292019.png]]</center>
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<!--<center>P70-20_3-1-70-(2)-10292019.png</center>-->
  
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Launch Microsoft Project Professional and load the Microsoft Project '''source plan''' desired from its storage location.
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To '''increase''' the '''transparency''', that is, to be able to see task bars/milestone symbols and other objects behind the image, slide the '''Transparency''' bar to the '''right''':
  
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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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<center>[[File:P70-20_3-1-70-(3)-10292019.png]]</center>
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<!--<center>P70-20_3-1-70-(3)-10292019.png</center>-->
  
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<center>[[File:P70-24_3_1-70-(1)-12022020.png]]</center>
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When you are at the level of '''transparency''' you want, click the '''OK''' button on the '''Image Properties''' form and the '''background image''' looks like this:
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<!--<center>P70-24_3_1-70-(1)-12022020.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>[[File:P70-20_3-1-70-(4)-10292019.png]]</center>
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<!--<center>P70-20_3-1-70-(4)-10292019.png</center>-->
  
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===Accessing Your Microsoft Project Server’s Enterprise Custom Fields - OnePager Pro Add-in===
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===Decreasing Background Image Transparency===
  
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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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When a '''background image''' is first '''inserted''' into the '''graph''', the '''default transparency''' is zero (0%) percent or its maximum opacity.  To '''decrease''' the '''transparency''', that is, to be able to '''hide''' task bars/milestone symbols and other objects behind the '''background image''', slide the '''Transparency''' bar to the '''left''' from the position the slide was previously located.
  
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<center>[[File:P70-24_3_1-70-(7)-12022020.png]]</center>
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===Additional Editing Controls in the Image Properties Form===
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<!--<center>P70-24_3_1-70-(7)-12022020.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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There are other controls in the '''Image Properties''' form that are useful for doing manual '''editing''' of the '''selected background image'''.  The '''Image Properties''' form is shown here:
  
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<center>[[File:P70-24_3_1-70-(3)-12022020.png]]</center>
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<center>[[File:P70-20_3-1-70-(5)-10292019.png]]</center>
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<!--<center>P70-24_3_1-70-(3)-12022020.png</center>-->
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<!--<center>P70-20_3-1-70-(5)-10292019.png</center>-->
  
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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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====Width and Height====
  
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<center>[[File:P70-24_3_1-70-(4)-12022020.png]]</center>
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The '''Width''' and '''Height''' windows support two (2) functions:
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<!--<center>P70-24_3_1-70-(4)-12022020.png</center>-->
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The '''ECF''' data are now loaded into the dropdown lists as shown above.
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:1) When you '''edit''' the '''size''' of a '''background image''' in the chart, the '''Width''' and '''Height''' windows display the actual '''size''' of the '''background image''' in either '''inches''' or '''centimeters''' depending on your selection of '''Template Properties''' form for the chart.
  
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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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:2) The '''Width''' and '''Height''' windows can also be accessed and their contents changed as an alternate method for changing the dimensions of the '''background image''' in the '''graph'''.
  
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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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====Maintain Aspect Ratio====
  
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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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When the '''Maintain aspect ratio''' checkbox is checked '''ON''', OnePager retains the initial '''aspect ratio''' of the '''background image''' whenever you use the mouse the '''resize''' the '''background image''' using one of the eight (8) available '''grab boxes or circles'''. Also, when the '''Maintain aspect ratio''' checkbox is checked '''ON''', making a single '''edit''' to either the '''Width''' or '''Height''' window value makes a corresponding change to the other value to '''maintain the aspect ratio'''.  When the '''Maintain aspect ratio''' checkbox is checked '''OFF''', you can change either the '''Width''' value or the '''Height''' value without OnePager making a change to the other value automatically.
  
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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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When making manual '''resizing edits''' with your mouse, OnePager does not honor the setting of the '''Maintain aspect ratio''' checkbox.  Rather all manual '''resizing edits''' made with the mouse in the '''graph''' also '''maintains the standard aspect ratio'''.
  
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===Suspending the Use of Enterprise Custom Fields===
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(20.3.1-71)
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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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==Logging-in to Your Microsoft Project Server Account through the OnePager Pro Desktop==
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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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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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<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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===Accessing Your Microsoft Project Server’s Enterprise Custom Fields - OnePager Desktop===
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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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<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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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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<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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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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<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)
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[[Category:Version 7.1]]
 
[[Category:Version 7.1]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
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[[Category:Task/Milestone Editing]]
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[[Category:Backgrounds, Images, and Logos]]
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[[Category:Charts]]
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[[Category:Enterprise Integration]]
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[[Category:Enterprise Custom Fields]]
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[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
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[[Category:Charts]]
 
[[Category:Templates]]
 
[[Category:Templates]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
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[[Category:OnePager Express]]
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[[Category:OnePager 360]]

Revision as of 18:40, 24 February 2021

Adjusting Background Image Transparency

When background images are initially inserted into the graph they are opaque. Initially the presence of such a background image can distract from the project management information the chart is intended to convey. To resolve such a situation and provide more flexibility, you have the option of editing how transparent the inserted background image can be in the graph.

The greater the transparency, the less potential distraction the inserted background image can appear. Conversely, the less the transparency setting, the more prominent the inserted background image appears in the graph.

Increasing Background Image Transparency

Editing background image transparency is done by accessing the background image right-click context menu in the background image's area where there are no task bars/milestone symbols, decorations, or adornments as shown here:

P70-20 3-1-70-(1)-10292019.png

Then click the Properties … command to accesses the Image Properties form that lets you adjust transparency as shown below:

P70-20 3-1-70-(2)-10292019.png

To increase the transparency, that is, to be able to see task bars/milestone symbols and other objects behind the image, slide the Transparency bar to the right:

P70-20 3-1-70-(3)-10292019.png

When you are at the level of transparency you want, click the OK button on the Image Properties form and the background image looks like this:

P70-20 3-1-70-(4)-10292019.png

Decreasing Background Image Transparency

When a background image is first inserted into the graph, the default transparency is zero (0%) percent or its maximum opacity. To decrease the transparency, that is, to be able to hide task bars/milestone symbols and other objects behind the background image, slide the Transparency bar to the left from the position the slide was previously located.

Additional Editing Controls in the Image Properties Form

There are other controls in the Image Properties form that are useful for doing manual editing of the selected background image. The Image Properties form is shown here:

P70-20 3-1-70-(5)-10292019.png

Width and Height

The Width and Height windows support two (2) functions:

1) When you edit the size of a background image in the chart, the Width and Height windows display the actual size of the background image in either inches or centimeters depending on your selection of Template Properties form for the chart.
2) The Width and Height windows can also be accessed and their contents changed as an alternate method for changing the dimensions of the background image in the graph.

Maintain Aspect Ratio

When the Maintain aspect ratio checkbox is checked ON, OnePager retains the initial aspect ratio of the background image whenever you use the mouse the resize the background image using one of the eight (8) available grab boxes or circles. Also, when the Maintain aspect ratio checkbox is checked ON, making a single edit to either the Width or Height window value makes a corresponding change to the other value to maintain the aspect ratio. When the Maintain aspect ratio checkbox is checked OFF, you can change either the Width value or the Height value without OnePager making a change to the other value automatically.

When making manual resizing edits with your mouse, OnePager does not honor the setting of the Maintain aspect ratio checkbox. Rather all manual resizing edits made with the mouse in the graph also maintains the standard aspect ratio.

(20.3.1-71)

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