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| − | ==Overview==
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| − | 1) OnePager Pro is capable of '''importing''' separate '''source plans''' to create a '''multi-project''' chart from individual '''source plans'''.
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| − | 2) In the article at: [[Making Multi-Project Charts from MS Project Integrated Master Schedules for Version 7.1 | Making Multi-Project Charts from MS Project Integrated Master Schedules]], 8.1.1-71 the Microsoft Project '''Integrated Master Schedule''' feature is used to construct a '''multi-project source plan''' from which OnePager Pro ('''OPP''') created a '''multi-project''' chart.
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| − | 3) Suppose you want to build a '''multi-project''' chart without first creating a Microsoft Project '''Integrated Master Schedule''' ('''IMS''').
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| − | 4) To illustrate an approach to do this, we’ll use the OnePager Pro ('''OPP''') '''Add-in''' application following the steps described in the remainder of this article.
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| − | ==Setting Up Steps==
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| − | ===Settings for Microsoft Project===
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| − | 1) OnePager Pro ('''OPP''') uses the '''labels''' of the '''project-summary task''' to identify each project in a '''multi-project''' chart.
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| − | 2) OnePager does not use the Microsoft Project '''source plan file name''' to identify projects.
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| − | 3) If you want to display the '''project summary task''' at the top of a Microsoft Project file, go to the '''File''' tab on Microsoft Project’s ribbon tool bar.
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| − | 4)Then navigate to '''Options''' tab and once there, to the '''Advanced''' tab and check the checkbox '''ON''' that is shown below:
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| − | <center>[[File:P70-8_2_1-70-(0)-08282019.png]]</center>
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| − | <!--<center>P70-8_2_1-70-(0)-08282019.png</center>-->
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| − | 5) When you are using the '''Pull''' operation workflow to create a '''multi-project''' chart, the setting above on the Microsoft Project’s '''Project Options''' page must be set '''before''' the first designated Microsoft Project '''source plan''' is '''pulled in''' and must stay set for all subsequent '''source plan Pull''' operations.
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| − | 6) This is because, although Microsoft Project, as an application, does not appear on your screen anytime during the '''Pull''' operation, nevertheless, it is launched by '''OPP''' and operates on the designated files before '''OPP''' processes them.
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| − | 7) The setting for Microsoft Project discussed above does not need to be switched '''ON''' when '''Push''' operational workflows are being used.
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| − | ===Predatory Steps===
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| − | 8) Before proceeding with the construction of a OnePager Pro '''multi-project''' chart, the first step is to assure that the '''Template Properties''' form used is for '''Single Project Gantt Chart - Detailed'''.
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| − | 9) This is because OnePager Pro is going to '''import''' two or more '''source plans''' and use them to construct the desired chart.
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| − | 10) Further, since each Microsoft Project '''source plan''' contains its own '''UniqueID''' sequence and since these '''UniqueID''' values may be duplicates from one '''source plan''' to the next, we need to make OnePager Pro aware that it must '''safely combine tasks from different source plans'''.
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| − | 11) These steps are described below:
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| − | ===Modifying the OnePager Pro Template Properties Form for Creating Multi-Project Charts===
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| − | 12) Launch Microsoft Project and navigate to the '''Add-ins''' tab on the Microsoft Project ribbon tool bar.
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| − | 13) Click the '''Template''' button which accesses the current '''Template Properties''' form.
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| − | 14) Assure that the '''Template Properties''' form type is '''Single Project Gantt Chart - Detailed''' or a '''Template Properties''' form of your own that is '''equivalent''' as used in this example shown below:
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| − | <center>[[File:P70-8_2_1-(1)-05132020.png]]</center>
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| − | <!--<center>P70-8_2_1-(1)-05132020.png</center>-->
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| − | 15) At the '''Advanced''' tab, check the '''Safely combine tasks from different files''' checkbox '''ON''' as shown above.
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| − | 16) This setting allows you to '''import multiple''' standalone Microsoft Project '''source plans'''.
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| − | 17) If you do not check this checkbox '''ON''', OnePager may confuse tasks from one Microsoft Project '''source plan''' with tasks from another when the tasks have the same '''UniqueID'''.
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| − | ===Making Adjustments to Rows and Swimlanes===
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| − | 18) With the '''Template Properties''' form used previously, go to the '''Template Properties''' form’s '''Rows/Swimlanes''' tab shown below.
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| − | 19) Ensure that you are '''grouping''' and '''labeling''' the '''swimlane level''' by the '''Project Name'''.
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| − | 20) This step is optional, it is strongly recommended.
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| − | <center>[[File:P70-8_2_1-(2)-05132020.png]]</center>
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| − | <!--<center>P70-8_2_1-(2)-05132020.png</center>-->
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| − | 21) Now click the '''Save and use''' or '''Use''' button to make this '''Template Properties''' form the current '''Template Properties''' form to support creating a '''multi-project''' chart.
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| − | 22) Once you’ve '''saved''' the '''Template Properties''' form, the next series of steps below involve accessing the separate Microsoft Project '''source plans''' that we intend to use for our '''multi-project''' chart.
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| − | ===Load the First Microsoft Project Source Plan===
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| − | 23) With Microsoft Project already launched, use the '''Files''' controls in Microsoft Project to load the first Microsoft Project '''source plan''' as shown here:
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| − | <center>[[File:P70-8_2_1-(3)-05132020.png]]</center>
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| − | <!--<center>P70-8_2_1-(3)-05132020.png</center>-->
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| − | 24) When you click the '''Open''' button on the form above, Microsoft Project loads the '''source plan''' in the normal manner.
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| − | 25) With the '''first source plan''' loaded, navigate to the Microsoft Project '''Add-ins''' tab and click the '''OnePager Pro''' button to launch OnePager and access the '''OnePager Start''' form.
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| − | 26) Now click the '''NEW''' button on the '''OnePager Start''' form to access the OnePager choices ('''OPC''') form as shown here:
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| − | <center>[[File:P70-8_2_1-70-(4)-08282019.png]]</center>
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| − | <!--<center>P70-8_2_1-70-(4)-08282019.png</center>-->
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| − | 27) In the illustration above, OnePager Pro already knows the '''name''' of the '''first source plan'''.
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| − | 28) Complete the remainder of the fields in the '''OPC''' form such as the '''Title of New Chart''' and the '''Snapshot Date''' if applicable.
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| − | 29) To add the remaining two (2) '''source plans''' used in this example, it is necessary to create a '''source package''' assuring that all three '''source plans''' are included.
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| − | 30) To do this click on the '''Add/Remove''' button near the top of the '''OPC''' form.
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| − | 31) This action accesses the '''Data source selection''' form where the '''first source plan''' is already present in the grid as shown below:
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| − | <center>[[File:P70-8_2_1-70-(5)-08282019.png]]</center>
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| − | <!--<center>P70-8_2_1-70-(5)-08282019.png</center>-->
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| − | ===Add the Second Microsoft Project Source Plan to the Source Packet===
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| − | 32) Using the '''Data source selection''' form, click the '''Add''' button in the form which gives you the option to select a '''recently used source plan''' or to '''BROWSE...'''.
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| − | 33) Select the '''BROWSE...''' option so that you can select the '''second source plan''' for the multi-project''' chart being created.
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| − | 34) Click on the desired '''second source plan''' as shown below and click the '''Open''' button on the form.
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| − | <center>[[File:P70-8_2_1-(6)-05132020.png]]</center>
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| − | <!--<center>P70-8_2_1-(6)-05132020.png</center>-->
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| − | 35) This action '''adds''' the '''second source plan''' to the '''source packet''' as shown below in the '''Data source selection''' form after the operation is complete.
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| − | <center>[[File:P70-8_2_1-70-(7)-08282019.png]]</center>
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| − | <!--<center>P70-8_2_1-70-(7)-08282019.png</center>-->
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| − | ===Add the Third Microsoft Project Source Plan to the Source Packet===
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| − | 36) Repeat this exact same process to '''add''' the '''third source plan''' to the '''source packet'''.
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| − | 37) At the completion of that step the '''Data source selection''' form looks like this:
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| − | <center>[[File:P70-8_2_1-70-(8)-08282019.png]]</center>
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| − | <!--<center>P70-8_2_1-70-(8)-08282019.png</center>-->
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| − | 38) When the '''OK''' button on the '''Data source selection''' form is clicked, the '''OPC''' form is '''updated''' to show that three '''source plans''' are included in the '''source packet''' as shown below:
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| − | <center>[[File:P70-8_2_1-70-(9)-08282019.png]]</center>
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| − | <!--<center>P70-8_2_1-70-(9)-08282019.png</center>-->
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| − | ===Create the Multi-Project Chart===
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| − | 39) Now, go ahead and click the '''Create the new chart''' button on the '''OPC''' form and the resulting chart looks like this:
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| − | <center>[[File:P70-8_2_1-70-(10)-08282019.png]]</center>
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| − | <!--<center>P70-8_2_1-70-(10)-08282019.png</center>-->
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| − | ==Updating Charts Created from Separate Microsoft Project Plans==
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| − | 1) Eventually there is a need to '''update''' your '''multi-project''' chart by either '''adding''' a snapshot or '''replacing''' a snapshot with '''updated''' data.
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| − | 2) To perform either the '''add''' or the '''replace''' snapshot operation, the processes described in the article at: [[REPLACING a Snapshot via Pull Operation for Version 7.1 | REPLACING a Snapshot via Pull Operation]] 7.14.1-71
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| − | 3) The key to '''updating multi-project''' charts is the proper management of the '''source packet'''.
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| − | 4) Recall that the '''source packet''' contains the file or files that are to be used to either create or '''update''' a chart.
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| − | 5) They are stored as '''file names''' and '''path names''' in the chart’s '''.TAM''' file and can be accessed from the OnePager '''Data''' ribbon tool bar tab’s '''Selected file(s)''' button as shown below:
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| − | <center>[[File:P70-8_2_1-70-(11)-08282019.png]]</center>
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| − | <!--<center>P70-8_2_1-70-(11)-08282019.png</center>-->
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| − | 6) Validating the contents of the '''source packet''' and assuring that these are the Microsoft Project '''source plans''' to '''update''' is an essential step before proceeding to perform a '''multi-project''' chart '''update'''.
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| − | ==Related Links==
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| − | [[REPLACING a Snapshot via Pull Operation for Version 7.1 | REPLACING a Snapshot via Pull Operation]] 7.14.1-71
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| − | [[ADDING a Snapshot via Pull Operation for Version 7.1 | ADDING a Snapshot via Pull Operation]] 7.15.1-71
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| − | [[Custom Update (Replacing) of a Snapshot via Pull Operation for Version 7.1 | Custom Update (Replacing) of a Snapshot via Pull Operation]] 7.16.1-71
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| − | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-71
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| − | [[Making Multi-Project Charts from MS Project Integrated Master Schedules for Version 7.1 | Making Multi-Project Charts from MS Project Integrated Master Schedules]] 8.1.1-71
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| − | (8.2.1-71)
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| − | [[Category:Version 7.1]]
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| − | [[Category:Desktop]]
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| − | [[Category:Basic Workflows]]
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| − | [[Category:Multi-Project Formats]]
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| − | [[Category:Templates]]
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| − | [[Category:Conditional Import Filters]]
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| − | [[Category:OnePager Choices Form]]
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| − | [[Category:Charts]]
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| − | [[Category:Sharing Output]]
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| − | [[Category:Microsoft Project]]
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| − | [[Category:OnePager Pro]]
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