Difference between revisions of "Testing Article1"

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=Merging the Wrong Tasks into a Chart for Version 7.1 - Smartsheet=
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==Overview==
  
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==About Merging the Wrong Tasks into a Chart==
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One of the strength of OnePager is its ability to create compact visual representations of '''multiple projects''' that are part of a '''single''' Smartsheet file as well as create OnePager charts from '''multiple single''' Smartsheet files. 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 Smartsheet '''source plan''' can, therefore, be easily done with the creative selection of '''Row and Swimlane''' fields from the Smartsheet '''source plan'''.
  
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OnePager Bundle ('''OPB''') '''Standalone''' can consistently create snapshots from period to period with '''updated''' information from an Smartsheet '''source plan'''.  The tasks and milestones that are '''imported''' to OnePager in '''UPDATE''' mode should be the same set of tasks and milestones with, perhaps, some '''added or removed''' as the project moves forward.  
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The OnePager Bundle '''Standalone''' application can '''import''' these '''multi-project '''Smartsheet files and produce '''multi-project charts'''.  
  
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===Smartsheet ObjectID Field===
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Additionally, OnePager Bundle '''Standalone''' has the capability to '''build multi-project charts '''from individual Smartsheet '''exported''' files.
  
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OnePager Bundle '''Standalone''' tracks tasks and milestones from snapshot to snapshot though the '''SmartsheetTaskID''' field created from  '''source plan''' data.  The '''SmartsheetTaskID''' is created by OnePager Bundle from the Smartsheet '''source plan''' data that are part of each '''exported file'''.  The '''SmartsheetTaskID''' field and its associated values are:
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==Multi-Project Smartsheet Source Plan in a Single Spreadsheet==
  
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:* Not displayable by Smartsheet,
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One method for using a '''single''' Smartsheet file is to add a field to your '''source plan''' with a field name of '''Project'''.   This name is recognized by OnePager Bundle ('''OPB''') '''Standalone''' and is utilized in '''OPB''' multi-project '''Template Properties''' form shipped with the product.  An example Smartsheet '''source plan''' with the '''Project''' field is shown below:
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:* Automatically '''imported''' by OnePager Bundle '''Standalone''' with other task and milestone related data.  
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:* Used by OnePager Bundle '''Standalone''' to '''match''' tasks and milestones  from one snapshot with '''updated source plan''' data '''imported''' to either '''replace''' the snapshot or to '''add''' a snapshot consistent with previous snapshots.
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'''SmartsheetTaskID''' is not a field that is '''visible''' from Smartsheet but is useable by OnePager Bundle '''Standalone''' as described above. The concept used in OnePager Bundle '''Standalone''' for Smartsheet is parallel to the concept use in OnePager Pro for Microsoft Project/Project Server and Microsoft Excel where the field '''UniqueID''' is used. The '''OnePager.com Blog Posts''' for Microsoft Project and Microsoft Excel provide additional information and can be found at the links show at the end of this article:  [[Merging the Wrong Tasks into a Chart for Version 7.1 - OnePager Bundle - Smartsheet#OnePager  Blog Posts | OnePager  Blog Posts]] 7.11.1-71
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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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<center>[[File:P71-8_5_3-71-(1)-11303031.png]]</center>
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<center>P71-8_5_3-71-(1)-11303031.png</center>
  
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===Setting Your Warning Thresholds===
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After configuring your Smartsheet '''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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Sometimes you can make the mistake of accidentally '''updating''' a chart with tasks and milestones from the '''wrong''' Smartsheet '''source plan'''.    Or with the '''wrong''' set of tasks and milestones from the right Smartsheet '''source plan''' if you are making several charts from the same Smartsheet '''source plan''' using several different '''flag''' fields. When these situations arise, OnePager detects them by using the '''SmartsheetTaskID''' field from  '''source plan''' data to determine if '''additional''' tasks and milestones are being '''imported''' or if tasks and milestones are '''missing''' from the '''imported source plan''' supporting the '''update'''. '''Additional or missing''' tasks and milestones can cause the chart to suddenly appear '''messed up''' because it now displays many '''added new''' tasks and milestones that reside in many new '''rows and swimlanes'''.  Even the earlier snapshots are affected by these new '''rows and swimlanes'''. 
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==Procedures==
  
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A similar '''messed up''' chart can result from '''missing''' tasks and milestones as well. When this happens, the best idea is to immediately press the '''Undo''' button above the OnePager Bundle '''Standalone''' ribbon.  This action immediately '''restores''' the chart to how it was before all the unfamiliar tasks and milestones were '''merged'''.   Or you can simply '''close''' the '''messed up''' chart without '''saving''' it.  When you '''reopen''' the chart, the erroneous '''update''' is gone.
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Launch '''OPB Standalone''' and '''connect''' to your Smartsheet account. Select the '''NEW''' option on the '''OnePager Bundle Start''' form and '''select''' the Smartsheet '''multi-project file'''. from Microsoft Excel's '''Adds-in''' tab on its tool bar.  This action accesses the '''OnePager Express Start''' or '''OnePager Bundle Start''' form shown here:
  
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To avoid this problem in the first place, OnePager Bundle '''Standalone''' can '''warn''' you before the '''wrong''' tasks and milestones are '''incorporated''' into the chart. To receive this '''warning''', there is a checkbox in the '''Template Properties''' and '''Chart Properties''' form's '''Advanced''' tab that when checked '''ON''' assures that the '''Warning''' message shown below is displayed. The '''Chart Properties''' form's '''Advanced''' tab with the '''Set warning thresholds''' form is shown here:
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<center>[[File:X71-7_2_1-71-(2)-11082021.png]]</center>
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<center>X71-7_2_1-71-(2)-11082021.png</center>
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<center>[[File:P71-8_5_3-71-(2)-11303031.png]]</center>
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<center>P71-8_5_3-71-(2)-11303031.png</center>
  
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<center>[[File:P71-7_21_1-71-(1)-11182021.png]]</center>
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===Creating a NEW Chart from a Multi-Project Source Plan===
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<center>P71-7_21_1-(1)-71-11182021.png</center>
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The settings in the '''Set warning thresholds''' form are expressed in terms of percentage of '''extra tasks and milestones added''' and '''tasks and milestones that are missing'''.  If, during a '''merge''' operation these thresholds are exceeded, the '''warning message''' is displayed. You also have the option to set the '''warning thresholds''' in the '''Template Properties''' form's '''Advanced''' tab. The article links below provide more information on these topics:
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Next, click the '''NEW''' button on the '''OnePager Express Start''' or '''OnePager Bundle 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>
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<center>[[File:X70-8_3_1-70-(2)-08272019.png]]</center>
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{| class="wikitable"
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<!--<center>X70-8_3_1-70-(2)-08272019.png</center>-->
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| [[Template Only Features for OnePager Pro for Version 7.1#Template Properties Form's Advanced Tab | Template Properties Form's Advanced Tab]] 24.1.1-71
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|-
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| [[Advanced Tab for OnePager for Version 7.1#Warn Of Merging Tasks | Advanced Tab for OnePager Pro - Warn Of Merging Tasks]] 21.13.1-71
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|}
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</center>
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==Warn of merging tasks==
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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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===About Merging Tasks===
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===Setting up the OnePager Express Template Properties Form for a Multi-Project Chart===
  
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====Setting Warning Thresholds====
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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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The '''Advanced''' tab of the '''Template Properties''' or '''Chart Properties''' forms has a checkbox titled '''Warn of merging tasks''' as shown in the previous section. This checkbox is accompanied by the '''Warning options''' button to the right. When this checkbox is checked '''ON''', the button is active and when the '''Warning options''' button is clicked it accesses the '''Set warning thresholds''' form where you can set the '''percentage of extra and missing tasks''' necessary to provide you with the '''warning message''' discussed 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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<center>[[File:P71-7_20_1-71-(2)-11162021.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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<center>P71-7_20_1-(2)-71-11162021.png</center>
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'''Extra tasks''' are tasks that are present in the '''imported''' '''source plan''' but are not present in the '''current chart'''.  '''Missing tasks''' are tasks that are present in the '''current chart''' but are not present in the '''imported''' '''source plan'''. Setting these percentages to 100% has the impact of turning the '''fixes and warnings off'''. Setting the percentages to 0% provides an assurance that '''any extra or missing tasks''' triggers the '''fixes and warnings''' feature.
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===Use the Microsoft Excel Source Plan to Create the Chart===
  
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====When Merging Tasks Exceed the Thresholds====
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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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When the '''Warn on merging tasks''' checkbox is checked '''ON''' and your workflow involves '''merging''' tasks, OnePager looks to see if '''extra tasks''' are being '''imported''' or if '''missing tasks''' are '''not being imported''' when '''updating''' a snapshot. After making the calculation, OnePager Bundle '''Standalone''' shows a '''Warning''' form asking if you want to proceed with the '''update''', '''cancel the update''', or '''try to fix''' tasks that have been misidentified.
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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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===Warning Message Form===
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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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The '''Warning''' message also gives you access to the '''See Extra and Missing Tasks''' form, shown below, so you can actually see the '''extra''' and '''missing''' tasks and milestones and make a fix, if possible. OnePager Bundle '''Standalone''' is configured to issue the '''warning''' shown below if either of the thresholds in the '''Set warning thresholds''' form are exceeded. In this example, the threshold is exceeded because either 100% of the '''imported''' tasks and milestones are '''extra''' or 100% of the existing tasks and milestones are '''missing''':
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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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<center>[[File:P71-7_21_1-71-(3)-11182021.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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<center>P71-7_21_1-(3)-71-11182021.png</center>
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At this point you have three (3) options:
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==Updating Charts Created from Multiple Projects in a Single Microsoft Excel Source Plan==
  
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====Continue Import====
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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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Click the '''Continue import''' button to proceed with the '''import'''. By doing so you are accepting the differences between the '''current chart''' and the '''imported''' data that are about to '''update''' the chart. This can lead to both new '''rows''' with new tasks and milestones and '''empty rows''' in the snapshot.
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<center>
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{| class="wikitable"
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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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|-
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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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|}
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</center>
  
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====See and Fix It====
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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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Click the '''See and fix it''' button to take a look at the specific '''extra and missing''' tasks and milestones before deciding to whether to continue or not. You can sometimes also fix the issue if you notice that an '''extra''' task is actually a '''missing''' task in disguise.  In that case, you can tell OnePager Bundle '''Standalone''' to map a '''missing''' task to the '''extra''' task.  These actions are explained in the '''See Extra and Missing Tasks''' form discussed 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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====Cancel Import====
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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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As the final option, you can click the '''Cancel import''' button to '''close''' the '''OnePager message''' form above and stop the '''import''' process.
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===Continuing to Import Regardless of Extra or Missing Tasks===
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Clicking the '''Continue import''' button tells OnePager Bundle '''Standalone''' to proceed with the '''import''' and disregard any differences between the set of '''current''' tasks in the chart and the '''set of selected''' tasks in the '''source plan''' being '''imported'''.  At the end of the '''import''' operation, you have an '''updated''' snapshot that was either '''added''' to the snapshot list or '''replaced'''.  You can expect to see some '''new rows''' containing the '''extra''' tasks or milestones and some '''empty rows''' corresponding to the '''missing''' tasks or milestones.  The latter can be automatically '''hidden''' if you have chosen the option '''Hide newly-empty rows on import''' on the '''Advanced''' tab page of the '''Chart Properties''' form. 
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For more information on '''hiding empty rows''', please see section in  the article at: [[Advanced Tab for OnePager for Version 7.1#Hide Newly-Empty Rows On Import Checkbox | Hide Newly-Empty Rows On Import Checkbox]] 21.13.1-71
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===Using the See Extra and Missing Tasks Form===
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Clicking the '''See and fix it''' button in the '''message form''' accesses the '''See Extra and Missing Tasks''' form that lists the '''extra''' and '''missing''' tasks in two grids as shown below.  Usually a '''missing''' task is just an existing task in the chart that is not in the '''current import set''' because you decided you did not want to '''flag''' it for '''import'''.  Likewise, an '''extra''' task is usually just a task in the '''import set''' that you did not '''flag''' previously but now want to include in the '''updated''' chart.  In these cases, there’s nothing to worry about, and you can safely ignore the rest of the discussion below. 
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====Wrong Source Plan or Wrong Flag Field====
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There’s also the case in which you have accidentally started an '''update''' using the wrong '''source plan''' or the wrong '''flag''' field.  To continue can give you a '''big, unpleasant surprise!''' There can be lots of tasks that lost all of their '''formatting'''.  If the '''See Extra and Missing Task''' form shows lots of '''extra''' and '''missing''' tasks that don’t seem to belong together in the same chart, you probably need to '''cancel''' the '''update''' so that you can go back and choose the correct tasks to perform the '''update''' correctly.
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====Mapping Extra Tasks to Missing Tasks====
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However, there are cases in which an '''extra''' task is actually a '''missing''' task that is misidentified because its '''ID''' has changed in the '''source plan''' between when the chart was '''first''' created and the '''current moment''' when '''source plan''' data are being used to make the '''update'''. When this happens, you are able to recognize the '''missing''' task that is really just the '''extra''' task with a different '''ID'''. In this situation, you almost always want the '''extra''' task to inherit all the properties of the '''missing''' task so that it retains the right formatting (i.e., '''color, shape, row assignment, and so on'''). You can do this by '''mapping''' these two tasks to each other.  If you see an '''extra''' task and then find a '''missing''' task that you recognize to be the same task but with a different '''ID''', use the '''Map''' button in the form below to '''map''' the '''extra''' task to its corresponding '''missing''' task.
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<center>[[File:P71-7_21_1-71-(4-2)-11182021.png]]</center>
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<center>P71-7_21_1-(4-2)-71-11182021.png</center>
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The form above has two grids ('''Extra Tasks''' and '''Missing Tasks'''), each of which has four columns.  The left-most column contains the '''row cells''' for '''selecting a grid row'''.  The '''ID''' column contains the '''SmartsheetTaskID''' for the '''extra''' or '''missing''' tasks.  The '''Task name''' column contains the task's '''name label'''.  The right-most column displays check marks for both members of a '''mapped pair'''.  When the '''vertical scroll bar''' is present in the form it means there are more entries in the grid than displayed in the form's '''Extra''' or '''Missing Tasks''' window. For convenience, clicking the '''column headers''' for the '''ID''' and '''Task name''' columns '''reverses''' the '''sort sequence''' for the column and it's associated grid rows. To '''map an extra''' task to the '''missing''' task that goes with it, follow these steps:
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:1) Use your mouse to select one task from the''' Extra Tasks''' grid row by clicking the '''extra task’s''' selection cell.
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:2) Then go to the '''Missing Tasks''' grid row and click the selection cell of the '''missing''' task that goes with '''extra''' task.
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:3) Once two rows are selected, the '''Map''' button is '''enabled'''.  Click the '''Map''' button to '''map''' the two tasks to each other. 
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Notice that check marks now appear in the '''Mapped''' column for both grid rows. Also notice that the name of the button changes from '''Map''' to '''Unmap''', indicating that you can change your mind and '''remove the mapping''' you just created. You can repeat the procedure above as many times as needed provided there are pairs of tasks available in the '''Extra Tasks''' grid rows and '''Missing Tasks''' grid rows.  After matching a pair and clicking the '''Map''' button, when you select the second task in the next pair notice that the button labeled '''Unmap''' is relabeled to '''Map''' thus '''enabling''' the '''mapping''' function once more. To review all your '''mappings''', select any '''mapped''' task in either grid.  Notice that it's '''paired task''' in the other grid is automatically selected and that the '''Unmap''' button is now '''enabled'''.  This lets you see what is '''mapped''' to what and to '''remove mappings''' that should not be there.
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When you are satisfied with all the '''mappings''' between '''extra''' and '''missing''' tasks, associated '''missing''' tasks, click the '''Done''' button to confirm and go back to the '''Warning message''' form where the process started. When you finished this '''matching process''' and returned to the '''Warning message''' form, click one of the three buttons as described below:
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:* Clicking the '''Continue import''' button tells OnePager Bundle '''Standalone''' to proceed with the remaining '''import''' process and use any '''matched missing and extra''' tasks or milestones to preserve formatting.
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:* Clicking the '''Cancel import''' button stops the '''import''' process and returns you to where you started the '''update''' process (i.e. chart or '''Start form''').
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:* Clicking the '''See and Fix It''' button takes you back to the '''See Extra and Missing Tasks''' form so that you can '''review, add, or remove mappings'''.
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===Notes===
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During any '''import and update''' operation, OnePager Bundle '''Standalone''' can find '''extra''' tasks and '''no missing''' tasks.  Or it can find '''missing''' tasks and '''no extra''' tasks.  In these situations, the '''Warning message''' is still displayed and the option to click the '''See and fix it''' button is still available.  However, there is no way to '''fix''' anything because one of the grids in the '''See Extra and Missing Tasks''' form is empty.  When you view the '''See Extra and Missing Tasks''' form in such situations, it shows you the '''extra or missing''' tasks, but it does not instruct you to '''map''' anything.  In this case, the form is for informational purposes only.
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<center>[[File:P71-7_21_1-71-(5-1)-11182021.png]]</center>
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<center>P71-7_21_1-(5-1)-71-11182021.png</center>
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==Related Links==
 
==Related Links==
  
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[[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71
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[[Creating a NEW Chart via Pull Operation Feature for Version 7.1 | Creating a NEW Chart via Pull Operation Feature]] 7.13.1-71
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[[Advanced Tab for OnePager for Version 7.1 | Advanced Tab]] 21.13.1-71
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[[Template Only Features for OnePager Pro for Version 7.1 | Template Only Features for OnePager Pro]] 24.1.1-71
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==OnePager  Blog Posts==
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These links to the '''OnePager.com Blog''' are articles pertaining to Microsoft Project/Project Server and Microsoft Excel with regard to their used of '''Unique ID''' for the purpose of managing the '''merge''' process.  These '''Blog''' articles may be useful to you with respect to managing the '''merging''' of tasks and milestones in charts created from Smartsheet '''source plans'''.
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[https://www.onepager.com/community/blog/whats-a-unique-id-and-why-should-i-care/ What’s a Unique ID and Why Should I Care?]
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[https://www.onepager.com/community/blog/unique-ids-in-microsoft-project/ Unique IDs in Microsoft Project]
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[https://www.onepager.com/community/blog/unique-ids-in-project-online-and-project-server/ Unique IDs in Project Online and Project Server]
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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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[https://www.onepager.com/community/blog/unique-ids-in-excel/ Unique IDs in Excel]
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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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(7.21.1-71)
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(8.3.1-71)
  
 
[[Category:Version 7.1]]
 
[[Category:Version 7.1]]
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[[Category:Desktop]]
 
[[Category:Basic Workflows]]
 
[[Category:Basic Workflows]]
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[[Category:Multi-Project Formats]]
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[[Category:Conditional Import Filters]]
 
[[Category:Templates]]
 
[[Category:Templates]]
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[[Category:Chart Properties Form]]
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[[Category:OnePager Choices Form]]
 
[[Category:Charts]]
 
[[Category:Charts]]
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[[Category:Editing the Chart]]
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[[Category:Sharing Output]]
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[[Category:Task/Milestone Editing]]
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[[Category:OnePager Express]]
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[[Category:Smartsheet]]
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[[Category:OnePager Bundle]]
 
[[Category:OnePager Bundle]]

Revision as of 13:26, 30 November 2021

Overview

One of the strength of OnePager is its ability to create compact visual representations of multiple projects that are part of a single Smartsheet file as well as create OnePager charts from multiple single Smartsheet files. 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 Smartsheet source plan can, therefore, be easily done with the creative selection of Row and Swimlane fields from the Smartsheet source plan.

The OnePager Bundle Standalone application can import these multi-project Smartsheet files and produce multi-project charts.

Additionally, OnePager Bundle Standalone has the capability to build multi-project charts from individual Smartsheet exported files.

Multi-Project Smartsheet Source Plan in a Single Spreadsheet

One method for using a single Smartsheet file is to add a field to your source plan with a field name of Project. This name is recognized by OnePager Bundle (OPB) Standalone and is utilized in OPB multi-project Template Properties form shipped with the product. An example Smartsheet source plan with the Project field is shown below:

X70-8 3 1-70-(1)-08272019.png
X70-8_3_1-70-(1)-08272019.png
P71-8 5 3-71-(1)-11303031.png
P71-8_5_3-71-(1)-11303031.png

After configuring your Smartsheet 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.

Procedures

Launch OPB Standalone and connect to your Smartsheet account. Select the NEW option on the OnePager Bundle Start form and select the Smartsheet multi-project file. from Microsoft Excel's Adds-in tab on its tool bar. This action accesses the OnePager Express Start or OnePager Bundle Start form shown here:

X71-7 2 1-71-(2)-11082021.png
X71-7_2_1-71-(2)-11082021.png
File:P71-8 5 3-71-(2)-11303031.png
P71-8_5_3-71-(2)-11303031.png

Creating a NEW Chart from a Multi-Project Source Plan

Next, click the NEW button on the OnePager Express Start or OnePager Bundle 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

X70-8 3 1-70-(2)-08272019.png

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.

Setting up the OnePager Express Template Properties Form for a Multi-Project Chart

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:

X70-8 3 1-70-(3)-08272019.png

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.

Use the Microsoft Excel Source Plan to Create the Chart

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:

X70-8 3 1-70-(4)-08272019.png

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:

X70-8 3 1-70-(5)-08272019.png

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.

Updating Charts Created from Multiple Projects in a Single Microsoft Excel Source Plan

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.

REPLACING a Snapshot via Pull Operation 7.14.1-71
ADDING a Snapshot via Pull Operation 7.15.1-71

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:

X70-8 3 1-70-(6)-08272019.png

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.

Related Links

Creating a NEW Chart via Pull Operation Feature 7.13.1-71

REPLACING a Snapshot via Pull Operation 7.14.1-71

ADDING a Snapshot via Pull Operation 7.15.1-71

(8.3.1-71)

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