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| − | ==Overview==
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| − | One of the strength of OnePager Express is its ability to create compact visual representations of '''multiple projects''' that are part of a '''single''' Microsoft Excel spreadsheet. These can be several projects that belong to one program or they can be several projects and programs in an organization’s portfolio. Representing '''multiple projects''' originating in a single Microsoft Excel '''source plan''' can, therefore, be easily done with the creative selection of '''Row and Swimlane''' fields from the Microsoft Excel '''source plan'''.
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| − | ==Multi-Project Excel Source Plan in a Single Spreadsheet==
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| − | One method for using a '''single''' Microsoft Excel spreadsheet is to add a field to your '''source plan''' with a field name of '''Project'''. This name is recognized by OnePager Express ('''OPX''') and is utilized in '''OPX''' multi-project '''Template Properties''' form shipped with the product. An example Microsoft Excel '''source plan''' with the '''Project''' field is shown below:
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| − | <center>[[File:X70-8_3_1-70-(1)-08272019.png]]</center>
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| − | <!--<center>X70-8_3_1-70-(1)-08272019.png</center>-->
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| − | After configuring your Microsoft Excel '''source plan''' with the '''Project''' field and the necessary '''multi-project''' schedule data, you can create a useful '''multi-project''' chart by following the steps described in the next section.
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| − | ==Procedures==
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| − | Launch Microsoft Excel and load the '''source plan''' represented in the previous section. Then, launch '''OPX''' from Microsoft Excel's '''Adds-in''' tab on its tool bar. This action accesses the '''OnePager Express Start''' form shown here:
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| − | <center>[[File:X70-7_2_1-70-(2)-08062019.png]]</center>
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| − | <!--<center>X70-7_2_1-70-(2)-08062019.png</center>-->
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| − | ===Creating a NEW Chart from a Multi-Project Source Plan===
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| − | Next, click the '''NEW''' button on the '''OnePager Express Start''' form. This accesses the '''OnePager choices''' ('''OPC''') form where the Microsoft Excel '''source plan''' file name is shown in the '''Select File(s)''' section of the form as shown below
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| − | <center>[[File:X70-8_3_1-70-(2)-08272019.png]]</center>
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| − | <!--<center>X70-8_3_1-70-(2)-08272019.png</center>-->
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| − | Before created the '''NEW multi-project''' chart we must change the '''Template Properties''' form to support the creation of a chart from a '''multi-project source plan''' as described below.
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| − | ===Setting up the OnePager Express Template Properties Form for a Multi-Project Chart===
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| − | As shown above, the '''OnePager choices''' ('''OPC''') form does not show that a '''multi-project Template Properties''' form is being used. Before proceeding further we must change the '''Template Properties''' form's setting so that a '''multi-project Template Properties''' form is used to create the chart. This is done by clicking the '''Change''' button in the '''Starting Template''' group of the form as shown below:
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| − | <center>[[File:X70-8_3_1-70-(3)-08272019.png]]</center>
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| − | <!--<center>X70-8_3_1-70-(3)-08272019.png</center>-->
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| − | Clicking the '''Change''' button accesses the folder where OnePager Express stores '''Template Properties''' forms distributed with the product as shown above. Select the '''Multi-Project Gantt Chart - Detailed''' entry in the window shown above and click the '''Open''' button at the bottom of the form. When you click the '''Open''' button on the '''Open''' form shown above, OnePager changes the current '''Template Properties''' form to the '''Multi-Project Gantt Chart – Detailed Template'''.
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| − | ===Use the Microsoft Excel Source Plan to Create the Chart===
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| − | You are now ready to create the multi-project chart. First, click the '''Next>''' button (shown above) which takes you to the second page of the '''OPC''' form shown below:
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| − | <center>[[File:X70-8_3_1-70-(4)-08272019.png]]</center>
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| − | <!--<center>X70-8_3_1-70-(4)-08272019.png</center>-->
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| − | Next, check your '''field mapping settings''' or make any '''Template Properties''' form adjustments. When you are finished, click the '''Create new chart''' button on the second page. OnePager generates a '''multi-project''' chart that looks like this:
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| − | <center>[[File:X70-8_3_1-70-(5)-08272019.png]]</center>
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| − | <!--<center>X70-8_3_1-70-(5)-08272019.png</center>-->
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| − | The chart above represents two separate projects using the swimlanes to organize the tasks/milestones for each project grouping. As the projects progress and additional projects are added, the additional swimlanes with their corresponding rows are added to the chart in future snapshots.
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| − | ==Updating Charts Created from Multiple Projects in a Single Microsoft Excel Source Plan==
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| − | Eventually you want to '''update''' your '''multi-project''' chart by either '''adding''' a snapshot or '''replacing''' a snapshot. To perform either the '''add''' or the '''replace''' snapshot, the processes described in these two referenced article references that follow can be used.
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 7.0 | REPLACING a Snapshot via Push Update - OnePager Express Desktop]] 7.14.2-70
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| − | | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] 7.15.2-70
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| − | |}
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| − | </center>
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| − | The key to making '''updates to '''multi-project''' charts from '''multiple-projects''' contained in a '''single''' Microsoft '''source plan''' is the proper management of the Microsoft Excel '''source plan''' data in the '''source packet'''. Recall that the '''source packet''' contains the file or files that are to be used to either '''create''' or '''update''' a chart. 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 on the ribbon as shown below:
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| − | <center>[[File:X70-8_3_1-70-(6)-08272019.png]]</center>
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| − | <!--<center>X70-8_3_1-70-(6)-08272019.png</center>-->
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| − | Validating the contents of the '''source packet''' and assuring that these are the Microsoft Excel '''source plans''' that were '''updated''' is an essential step before proceeding to perform a chart '''update'''.
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| − | ==Related Links==
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| − | [[Creating a NEW Chart via Pull Operation - OnePager Express for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] <!--7.13.2-70-->
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| − | [[REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 7.0 | REPLACING a Snapshot via Push Update - OnePager Express Desktop]] <!--7.14.2-70-->
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| − | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70-->
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| − | (8.3.1-70)
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| − | [[Category:Version 7.0]]
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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:Conditional Import Filters]]
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| − | [[Category:Templates]]
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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:OnePager Express]]
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