Difference between revisions of "TEMPzz3"

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==Overview==
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==About the Multi-Page Feature (Portal)==
  
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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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As the OnePager product name implies, OnePager is intended to take a complex Microsoft Project or Microsoft Excel '''source plan''' and produce a concise and informative '''Gantt''' chart in seconds.  This is certainly sufficient in many project management and schedule conversation situations.  However, as project organizations and responsibilities become more complex, there is likely a need for the ability to '''create multiple pages of output'''.
  
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==Multi-Project Excel Source Plan in a Single Spreadsheet==
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==Multi-Page Output Controls==
  
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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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Controls for the multi-page feature are on the OnePager '''Page Layout''' ribbon tool bar tab as shown here:
  
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<center>[[File:X70-8_3_1-70-(1)-08272019.png]]</center>
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<center>[[File:P70-8_6_1-70-(1)-08252019.png]]</center>
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<!--<center>X70-8_3_1-70-(1)-08272019.png</center>-->
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<!--<center>P70-8_6_1-70-(1)-08252019.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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There are also multi-page feature controls on the '''Page Layout''' tabs of the '''Chart Properties''' and '''Template Properties''' forms.  The '''Page Layout''' tab of the '''Chart Properties''' form is shown below:
  
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==Procedures==
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<center>[[File:P70-8_6_1-(2)-05142020.png]]</center>
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<!--<center>P70-8_6_1-(2)-05142020.png</center>-->
  
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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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The '''Chart Properties''' form is accessed within the '''Chart Editor''' from the '''Home''' ribbon tool bar tab’s '''Settings''' section using the '''Chart Properties''' button. The '''Template Properties''' form is accessed from the Microsoft Project or Microsoft Excel '''Add-ins''' tool bar by clicking on the '''Templates…''' button.  The OnePager ribbon too bar and its tabs are always visible.  For more information on '''Accessing the Template Properties form''', please see the article at: [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
  
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<center>[[File:X70-7_2_1-70-(2)-08062019.png]]</center>
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==Links to More Information on the Use of the Multi-Page Output Feature==
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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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The following links provide access to more detailed information on the use of the OnePager '''Multi-Page''' Feature.
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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>
 
<center>
 
{| class="wikitable"
 
{| 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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| [[View Modes for Version 7.0 | View Modes]] 8.6.1.1-70
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| [[View Modes for Version 7.1 | View Modes]] 8.6.1.1-71
 
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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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| [[Page Setup, Document Fitting, and Repeating Elements  for Version 7.0 (Portal) | Page Setup, Document Fitting, and Repeating Elements (Portal)]] 8.6.1.2-70
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|-
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| [[Basic Manual and Global Editing of Multi-Page Output for Version 7.0 | Basic Manual and Global Editing of Multi-Page Output]] 8.6.2-70
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| [[Basic Manual and Global Editing of Multi-Page Output for Version 7.1 | Basic Manual and Global Editing of Multi-Page Output]] 8.6.2-71
 
|}
 
|}
 
</center>
 
</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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==Related Link==
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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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[[The Chart Legend for Version 7.1 (Portal) | The Chart Legend (Portal)]] 15.0.1-71
  
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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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[[Page Setup for Version 7.0 | Page Setup]] 8.6.1.2.1-70
  
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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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[[Document Fitting for Version 7.0 | Document Fitting]] 8.6.1.2.2-70
  
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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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[[Repeating Elements for Version 7.0 | Repeating Elements]] 8.6.1.2.3-70
  
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(8.3.1-70)
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(8.6.1-71)
  
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[[Category:Version 7.0]]
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[[Category:Version 7.1]]
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[[Category:Desktop]]
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[[Category:Getting Started with Version 7.1]]
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[[Category:Basic Workflows]]
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[[Category:Core Concepts]]
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[[Category:Multi-Project Formats]]
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[[Category:Chart Properties Form]]
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[[Category:Conditional Import Filters]]
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[[Category:Templates]]
 
[[Category:Templates]]
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[[Category:OnePager Choices Form]]
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[[Category:Editing the Chart]]
 
[[Category:Charts]]
 
[[Category:Charts]]
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[[Category:Sharing Output]]
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[[Category:OnePager - Tool Bar]]
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[[Category:Multi-Page Output]]
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[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]

Revision as of 16:55, 1 March 2021

About the Multi-Page Feature (Portal)

As the OnePager product name implies, OnePager is intended to take a complex Microsoft Project or Microsoft Excel source plan and produce a concise and informative Gantt chart in seconds. This is certainly sufficient in many project management and schedule conversation situations. However, as project organizations and responsibilities become more complex, there is likely a need for the ability to create multiple pages of output.

Multi-Page Output Controls

Controls for the multi-page feature are on the OnePager Page Layout ribbon tool bar tab as shown here:

P70-8 6 1-70-(1)-08252019.png

There are also multi-page feature controls on the Page Layout tabs of the Chart Properties and Template Properties forms. The Page Layout tab of the Chart Properties form is shown below:

P70-8 6 1-(2)-05142020.png

The Chart Properties form is accessed within the Chart Editor from the Home ribbon tool bar tab’s Settings section using the Chart Properties button. The Template Properties form is accessed from the Microsoft Project or Microsoft Excel Add-ins tool bar by clicking on the Templates… button. The OnePager ribbon too bar and its tabs are always visible. For more information on Accessing the Template Properties form, please see the article at: Managing Templates (Portal) 24.0.1-71

Links to More Information on the Use of the Multi-Page Output Feature

The following links provide access to more detailed information on the use of the OnePager Multi-Page Feature.

View Modes 8.6.1.1-70 View Modes 8.6.1.1-71
Page Setup, Document Fitting, and Repeating Elements (Portal) 8.6.1.2-70
Basic Manual and Global Editing of Multi-Page Output 8.6.2-70 Basic Manual and Global Editing of Multi-Page Output 8.6.2-71

Related Link

The Chart Legend (Portal) 15.0.1-71

Page Setup 8.6.1.2.1-70

Document Fitting 8.6.1.2.2-70

Repeating Elements 8.6.1.2.3-70

(8.6.1-71)

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