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| − | ==Creating and Managing Summary Tasks in Oracle Primavera P6 for Version 7.1==
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| − | OnePager supports the representation of '''Project Summary Tasks''' for Oracle Primavera P6 '''source plans''' by providing a '''virtual task''' which spans the duration and computes the percent complete for the entire project. These '''Project Summary Tasks''' can be found by looking at a OnePager field called '''Project Summary''', which will be set to '''True/Yes''' for any tasks that summarize at the project level.
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| − | If the '''Outline Level''' for an '''imported activity '''is equal to zero (0), the corresponding '''Project Summary '''value is set to '''True/Yes''' indicating that the '''imported activity''' is a '''Project Summary '''type '''activity'''. If the '''Outline Level '''for an '''imported activity''' is greater than zero (0), the corresponding '''Project Summary '''value is set to '''False/No''', meaning that the activity is either a lower-level summary task, or simply an individual activity.
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| − | The '''Project Summary '''field is also available to use when making '''task selections''' when creating a '''NEW''' chart or when performing an '''UPDATE''' of an existing chart. Used this way, the '''Project Summary '''field can be used to control the '''import '''of just '''Outline Level zero (0) activity''' or '''activities''' whose '''Outline Level '''is greater than '''zero (0)'''.
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| − | This sub-section provides an example of how the '''Project Summary '''field in OnePager can be used to create and manage OnePager charts that represent the highest summary level for multi-project '''source plans''' managed by Oracle Primavera P6.
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| − | ===Multi-Project Oracle Primavera P6 Example ===
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| − | Consider the Oracle Primavera P6 '''source plan '''shown below as a '''multi-project source plan''' which is used as the example '''source plan''' in this article:
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| − | <center>[[File:P71-8_5_2-71-(21)-03082022.png]]</center>
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| − | <center>P71-8_5_2-71-(21)-03082022.png</center>
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| − | The illustration shown above is a '''multi-project source plan''' made up of '''Project A '''and '''Project B '''each with '''multiple phases''' and '''activities'''. Creating a detailed OnePager chart from this '''source plan''' is described elsewhere. For our purpose here, the requirement is to create a chart that has a '''task bar '''for each of the two projects represented above.
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| − | ===Selecting Activities to Represent Project Summaries===
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| − | Creating a '''NEW''' chart in OnePager requires launching OnePager Bundle '''Standalone''' from your desktop and selecting the '''NEW '''option from the '''OnePager Bundle Start''' form shown below:''' '''
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| − | <center>[[File:P71-8_5_2-71-(22)-03082022.png]]</center>
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| − | <center>P71-8_5_2-71-(22)-03082022.png</center>
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| − | Clicking the '''NEW''' button accesses the abbreviated '''OnePager choices '''form where you select the '''source plan '''for '''import''' to OnePager and other selections and options as discussed further below. The abbreviated '''OnePager choices''' form is shown below:
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| − | <center>[[File:P71-8_5_2-71-(23)-03082022.png]]</center>
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| − | <center>P71-8_5_2-71-(23)-03082022.png</center>
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| − | ====Selecting the Oracle Primavera P6 Source Plan====
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| − | Going forward and selecting the Oracle Primavera P6 '''multi-project source plan''' using the '''Select…''' button shown above, expands the '''OnePager Choices '''form to look like this:
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| − | <center>[[File:P71-8_5_2-71-(24)-03082022.png]]</center>
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| − | <center>P71-8_5_2-71-(24)-03082022.png</center>
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| − | ====Selecting the Multi-Project Template Properties Form====
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| − | As shown above, we need to access a '''multi-project Template Properties''' form since our intent is to produce a '''multi-project Summary '''chart. To do this, click on the '''Change… '''button in the '''Starting Template '''sub-control group which accesses a list of '''Template Properties '''form as shown below:
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| − | <center>[[File:P71-8_5_2-71-(25)-03082022.png]]</center>
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| − | <center>P71-8_5_2-71-(25)-03082022.png</center>
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| − | ====Naming the Multi-Project Chart====
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| − | Upon completing the '''Template Properties''' form selection, continue on and enter the chart’s '''title''' in the '''Title of New Chart '''sub-control group’s text window. When that is done, the '''OnePager choices '''form looks like this:
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| − | <center>[[File:P71-8_5_2-71-(26)-03082022.png]]</center>
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| − | <center>P71-8_5_2-71-(26)-03082022.png</center>
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| − | ====Selecting Project Summary Tasks Using the Project Summary Field====
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| − | At this point you are ready to make '''task selections''' using the one of the three options in the '''Task Selection '''sub-control group. The easiest way to do this is to click the '''Select task with ‘YES’ in field:''' radio button and click in the window to access the '''dropdown list''' as shown here:
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| − | <center>[[File:P71-8_5_2-71-(27)-03082022.png]]</center>
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| − | <center>P71-8_5_2-71-(27)-03082022.png</center>
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| − | ====Creating the Chart====
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| − | Once you’ve selected the '''Project Summary '''option, you may change the snapshot date, if desired, and go ahead and click the '''Create new chart''' button. When this button is clicked, OnePager creates the '''multi-project '''chart that looks like this:
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| − | <center>[[File:P71-8_5_2-71-(28-1)-03092022.png]]</center>
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| − | <center>P71-8_5_2-71-(28-1)-03092022.png</center>
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| − | In the chart shown above, created from an '''XML formatted import '''from Oracle Primavera P6, OnePager has used the '''Project Summary '''field to create a task bar shape that covers the '''start''' to '''finish dates''' for '''Project A''' and '''Project B'''. OnePager also made the color selections based on the different project names. Additionally, using the '''XML formatted import’s''' data, OnePager calculated the '''Percent Complete''' value for each project.
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| − | To see this information in text form, adding '''text columns''' for '''Start Date''', '''Finish Date, Percent Complete''', provides visual conformation of this information in the chart as shown below:
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| − | <center>[[File:P71-8_5_2-71-(29-1)-03092022.png]]</center>
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| − | <center>P71-8_5_2-71-(29-1)-03092022.png</center>
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| − | ====Alternative Method for Selecting Project Summary Tasks====
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| − | As an alternative means of selecting '''Project''' '''Summary Tasks''' for display in your OnePager chart, you can use the '''Conditional Import Rules '''feature. This can be done by using the '''Select task by custom filter''' radio button to access the '''Conditional Import Rules''' form as shown below:
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| − | <center>[[File:P71-8_5_2-71-(30)-03082022.png]]</center>
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| − | <center>P71-8_5_2-71-(30)-03082022.png</center>
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| − | Using the '''Conditional Import Rules''' form, create a rule using the '''Project Summary '''field in the '''Field '''column of the form and '''True/Yes''' in the '''Operator '''field as shown below:
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| − | <center>[[File:P71-8_5_2-71-(31)-03082022.png]]</center>
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| − | <center>P71-8_5_2-71-(31)-03082022.png</center>
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| − | Clicking the '''OK '''button on the '''Conditional Import Rules '''form and the '''Create new chart''' on the '''OnePager choices''' form creates the same chart as shown above.
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| − | For more detailed information on '''conditional import rules''', please see the article at: [[Conditional Import for Version 7.1 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-71.
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| − | ==Related Links==
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| − | [[Using Oracle Primavera P6 Source Plans with OnePager Version 7.1 | Using Oracle Primavera P6 Source Plans with OnePager]] 3.0.3.1-71
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| − | [[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71
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| − | [[Conditional Import for Version 7.1 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-71
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| − | [[Creating Various Multi-Project Charts with OnePager for Version 7.1 (Portal) | Creating Various Multi-Project Charts with OnePager (Portal)]] 8.0.1-71
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| − | [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
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| − | (8.5.2-71+)
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