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Revision as of 16:19, 17 August 2021 by Rfeingold (Talk | contribs) (UPDATE an Existing Chart)

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Overview

OnePager 360 is a new product from Chronicle Graphics, Inc. based on our popular OnePager Pro for Microsoft Project and OnePager Express for Microsoft Excel. These three products are capable of producing presentation quality Gantt Charts from Microsoft Project and Excel source plans.

In addition, OnePager 360 in its Standalone edition can create these same presentation quality Gantt Charts from Smartsheet source plans. This is accomplished by OnePager 360 Standalone being able to import Smartsheet export files which contain the project scheduling and related information that OnePager 360 Standalone needs to prepare a Gantt Chart.

OnePager 360 Standalone can connect to your Smartsheet account online, import the desired source plan and create a NEW chart, UPDATE an existing chart or simply OPEN an existing chart.

Once OnePager 360 Standalone accesses a new or existing chart, you have the capability to edit the chart using the full capabilities of the OnePager Chart Editor. Once the edited chart meets your needs you can use OnePager Standalone’s sharing features to distribute the chart to colleagues or insert the chart into a presentation.

Options

As discussed above, you have the option to import any Smartsheet file. The file can come from any online data source where Smartsheet data resides. Since OnePager 360 Standalone is a local computer application, the Smartsheet files must be accessible OnePager 360.

Launching OnePager 360 Standalone provides three options: (1) create a NEW chart, (2) OPEN an existing chart or (3) UPDATE an existing chart.

NEW Chart Creation

Creating a NEW chart is a matter of identifying the exported Smartsheet file’s location to OnePager 360 Standalone, assuring that the Template selection for this procedure references a Smartsheet Template Properties form, and deciding on the Tasks from the source plan that you want included in the chart. When these steps are complete, OnePager 360 Standalone displays the NEW chart in the Chart Editor. From the Chart Editor you can edit the chart and output the chart to a presentation application like Microsoft PowerPoint.

OPEN an Existing Chart

To OPEN an existing chart, launch the OnePager 360 Standalone application and click the OPEN button on the OnePager 360 Start form. OnePager then displays a list of recently selected charts with the suffix (.tam) and the option to BROWSE for the specific existing chart you may need. When the desired chart (.tam file) is selected, OnePager 360 displays it in the Chart Editor. For .tam file associated with Smartsheet source plans, OnePager 360 Standalone attempts to connect to your Smartsheet account online and access the source plan associated with the selected .tam file. At this point you have the option to use the features of the Chart Editor or share the chart with other in the manner described previously.

UPDATE an Existing Chart

To UPDATE an existing chart (.tam file), access OnePager 360 Standalone from the desktop icon and click the UPDATE button on the OnePager 360 Start form. OnePager 360 Standalone accesses the selected .tam file and, since it also knows where the Smartsheet source plan file resides, OnePager 360 Standalone automatically connect to your Smartsheet account online so that the source plan file is also accessible. Assuming that you’ve updated the source plan file using your Smartsheet account to represent changes to the project in Smartsheet, OnePager 360 Standalone creates a new snapshot of the project as a new chart that is displayed in the Chart Editor. The updated chart can then be edited or included in a presentation.

Your Next Steps

For those of you who have used OnePager Pro or Express previously, OnePager 360 Standalone used with Smartsheet source plans operates consistently with OnePager Pro and Express in all respects. All features and functions of the Chart Editor are the same. So, once you have created your OnePager 360 chart in the Chart Editor from your Smartsheet source plan, all controls, functions, and feature of OnePager are the same.

For Smartsheet users who are new to OnePager 360, we recommend using the referenced article below to become more familiar with the detailed step-by-step procedure for making your first OnePager 360 chart from Smartsheet export files:


Using Smartsheet Source Plans with OnePager 360 3.0.3.3-71

The article link referenced above provides an illustrated step-by-step approach to creating your first OnePager 360 chart and guides you through some of more frequently used controls for editing in the Chart Editor. At the end of this article (below) there is a list of Related Links to articles that provide more information on OnePager 360’s functions and controls so you can tailor your Gantt Charts to the specific needs of your schedule conversations.

Related Links

Installing and Activating OnePager 360 (Portal) 2.0.3-71

Getting Started with OnePager Pro Version 7.1 3.0.1-71

Getting Started with OnePager Express Version 7.1 3.0.2-71

Using Microsoft Project/Excel Source Plans with OnePager 360 3.0.3.2-71

Using Smartsheet Source Plans with OnePager 360 3.0.3.3-71

Using Rows and Swimlanes 4.0.1.5-71

Basic Workflows (Portal) 7.0.1-71

Conditional Import Filters (Portal) 7.18.1-71

Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-71

Creating and Editing Rows and Swimlanes (Portal) 12.0.1-71

Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-71

Modifying the Time Axis (Portal) 22.0.1-71

Managing Chart Data (Portal) 23.0.1-71

Managing Templates (Portal) 24.0.1-71

(0.4.2-71)