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| − | ==Overview== | + | ==Introduction== |
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| − | The OnePager Pro ('''OPP''') '''Add-in''' operates the same in all modes (i.e., '''NEW, UPDATE, and OPEN''') when '''source plans''' are accessed from Microsoft Project Server or Project Online '''accounts''' as when '''source plan''' data are resident on your computer. When you intend to use Microsoft Project '''source plans''' that are resident in the '''cloud''' along with '''OPP Add-in''', we recommend that you access your '''source plans''' using Microsoft Project Professional rather than through '''OPP Add-in'''. '''OPP''' supports access to multiple '''accounts''', searches of online databases for specific Gantt chart '''source plans''', and online security protocols. By so doing, '''OPP Add-in''' supports your chart '''creation''', '''update''', and '''opening''' operations as if your '''source plans''' were computer resident.
| + | This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''. |
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| − | ==General Cautions== | + | ==About Splitting and Parsing Fields== |
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| − | '''OPP Add-in''' supports accessing '''cloud''' resident '''source plans''' without the assistance of Microsoft Project Professional. Additionally, '''OPP Add-in''' can '''create''', '''update''', and '''open multi-project''' charts from '''source packages''' consisting of more than one Microsoft Project '''source plan'''. For more information on '''Creating multiple charts''', please see the article at: [[Creating Various Multi-Charts with OnePager Pro and Express for Version 7.0 (Portal) | Creating Various Multi-Charts with OnePager Pro and Express (Portal)]]. 8.0.1-70 | + | The OnePager '''column splitting''' feature allows you to '''duplicate task bars''' when a task in your Asana '''source plan''' is assigned to '''multiple resources''' (or anything else). Because assignments from Asana often are '''comma-delimited''', this feature enables OnePager to '''parse the comma-delimited list''' and '''create a unique task bar''' for each instance in the '''comma-separated''' list. |
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| − | As a caution, however, due to technical differences between Microsoft Project '''source plans''' resident on your computer and those that are '''cloud''' resident (i.e., Microsoft Project Server or Project Online), we do not recommend mixing '''source plans''' from different '''media''' (i.e., your computer and the '''cloud'''). As a protection, '''OPP Add-in''' prohibits, to the extent possible, the combination of '''source plans''' from differing '''media''' from being incorporated into a single '''source package''' for the purpose of creating a '''NEW''' chart or for '''UPDATING''' an existing chart. If you are '''UPDATING''' and previously set the '''Server method''' in the '''Template Properties''' or '''Chart Properties''' form's '''Advanced''' tab to '''Connect directly to Server''', you should access the '''Chart Properties''' form and change the '''Server method''' setting to '''Use MS Project Professional''' if you want to use Microsoft Project to access the source data. Please keep these '''cautions''' in mind when constructing '''source packages''' for '''OPP Add-in'''.
| + | ===Split Resource Names Example=== |
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| − | ==About Using Server Resident Project Source Plans and OnePager Pro Add-in==
| + | Say you want to use '''color-codes''' on task bars/milestone symbols based upon your Asana '''source plan’s Assigned to''' column as shown below: |
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| − | Our recommendation is to use Microsoft Project Professional to connect, access, and verify your access to your Microsoft Project Server or Project Online '''account''' when you intend to use '''OPP Add-in''' to create a '''NEW''' chart, '''UPDATE''' an existing project, or '''OPEN''' an existing chart.
| + | <center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(1)-11022023.png</center> |
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| − | As mentioned in the portal article at: [[Using OnePager Pro with Server Resident Project Plans for Version 7.0 (Portal) | Using OnePager Pro with Server Resident Project Plans (Portal)]], 8.5.1-70 '''OPP Add-in''' operates in the '''NEW''' and '''OPEN''' mode the same for '''source plans''' accessed from the '''cloud''' as when '''source plans''' are resident on your computer.
| + | Some of the entries in the '''Assigned to''' column consist of multiple, '''comma-separated''' items and some tasks only used one '''resource'''. Without the '''column splitting''' feature, a chart '''created''' from these data and assigned task bar/milestone symbol '''colors''' based upon the '''Assigned to''' column looks like this: |
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| − | ==Using Microsoft Project Professional to Access Cloud Resident Source Plans==
| + | <center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center> |
| | + | <center>P72-24_5_3-72-(5)-11272023.png</center> |
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| − | ===Using Microsoft Project Professional with Cloud Resident Source Plans to UPDATE a Chart===
| + | OnePager, in this case, treats the '''entire string''' as an individual '''Assigned to''' value. To provide more flexibility in displaying task bars that have '''multiple resources''' assigned, OnePager supports the concept of a '''column splitting'''. This feature recognizes '''comma-separated''' values in a '''designated column''' and '''creates a separate task bar''' for each of the '''comma-separated''' values. |
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| − | We assume for this sub-section that you are experienced with accessing your Microsoft Project Professional '''source plans''' from the '''cloud'''. The high level steps are as follows:
| + | ===Enabling Splitting=== |
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| − | :1) Make sure to close any and all instances of '''OnePager Pro''' that might be running outside of Microsoft Project (i.e., OnePager Pro '''Desktop''').
| + | To use this feature requires turning '''ON''' the feature in the Asana '''Template Properties''' form you intend to use to make the chart. The setting must be turned '''ON''' before the chart is created so launch OnePager Bundle from the '''desktop icon''', click the '''NEW''' button on the '''OnePager Bundle Start''' form to access the '''OnePager choices''' form, '''select''' your Asana '''source plan''', and type in the chart's '''title''' as shown here: |
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| − | :2) Launch Microsoft Project Professional from your '''Desktop'''. | + | <center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2A)-11022023.png</center> |
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| − | :3) Use Microsoft Project Professional to access your Microsoft Project Server or Project Online account. | + | When you click the '''Next>''' button at the bottom of the form, OnePager accesses the second page of the '''OnePager choices''' form shown below: |
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| − | :4) Open the required Microsoft Project Server '''source plan''' from your '''Desktop''' Microsoft Project Professional application. | + | <center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2AA)-11022023.png</center> |
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| − | :5) Next, go to the Microsoft Project Professional '''Add-ins''' tab on the tool bar and click the '''OnePager icon'''.
| + | Clicking the '''Edit current template''' button accesses the current '''Template Properties''' form. Navigate to the '''Field Mappings''' tab on the form, check the '''Enable splitting on:''' checkbox to '''ON''' and (in this example) select the '''Assigned To''' column from the dropdown list provided. The results are shown here: |
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| − | :6) Once the '''OnePager Pro Start''' form appears, click the '''OPEN''' button. | + | <center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2AAA)-11022023.png</center> |
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| − | :7) Now, go to the '''Data''' tab on the '''OPP Add-in''' ribbon and proceed with the UPDATE process as you would normally.
| + | Click the '''Save and use''' button to complete the process and close the current '''Template Properties''' form returning you to the second page of the '''OnePager choices''' form show above. |
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| − | For more information on the '''Pull Update Operation''', please see the article at: [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]]. 7.17.1-70
| + | ===Split Resources in the Chart=== |
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| − | ===Using Microsoft Project Professional with Cloud Resident Source Plans to Create a NEW Chart===
| + | Clicking the '''Create new chart''' button completes the process and creates the chart with the '''column splitting''' feature in use. The chart with '''splitting''' looks like this: |
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| − | For the '''create new''' chart workflow, we continue to assume that you are experienced with accessing your Microsoft Project Professional '''source plans''' from the '''cloud'''. Accordingly, we assume that the steps involved are documented elsewhere and include any access security procedures needed to access your '''source plans''' residing in the '''cloud'''. The steps are as follows:
| + | <center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2)-11022023.png</center> |
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| − | :1) Make sure to close any and all instances of '''OnePager Pro''' that might be running outside of Microsoft Project (i.e., OnePager Pro '''Desktop''').
| + | In the chart with '''column splitting''' shown above, there are now several more task bars in the '''Chart Editor''' than there were before. The task bar for '''Plate Movement''' is now '''split into two (2) separate task bars''', one for each of the '''two resources assigned'''. The task bar for '''Centrifugal Barrier''' is now '''split into three (3) separate task bars''', one for each of the '''three resources''' that were assigned to this task in the Asana '''source plan'''. Each of the '''resources''' has a unique '''color''' assigned. Each of the '''resources''' appears by itself in the '''Legend'''. The '''Legend title''' shows the '''column name''' that is used for '''splitting the columns'''. |
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| − | :2) Launch Microsoft Project Professional from your '''Desktop'''.
| + | With this feature, you can use '''column splitting''' just like any other column by using the dropdowns in the '''Template Properties''' form or '''Chart Properties''' form to assign '''colors, highlight task bars and milestone symbols, and to define and label rows and swimlanes'''. |
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| − | :3) Go to the Microsoft Project Professional '''Add-ins''' tab on the tool bar and click the '''Templates Icon'''. This accesses the current '''Template Properties''' form.
| + | ==Splitting Resources and Task Links== |
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| − | :4) Next, go to the '''Template Properties''' form's '''Advanced''' tab and check to make sure that the '''Server method''' window is displaying the '''Use MS Project Professional'''. If not, change this setting to '''Use MS Project Professional''' as shown below:
| + | When task bars with '''Data-Driven''' or manual '''Task Links''' are '''split''', the '''Task Links''' ('''Data-Driven''' and manual) are '''not shown'''. Further, the '''Task Links''' that are now '''hidden''' and '''do not''' have entries in the '''Where are My Links?''' form. |
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| − | <center>[[File:P70-8_5_1-(1)-05142020.png]]</center>
| + | ==Related Links== |
| − | <!--<center>P70-8_5_1-(1)-05142020.png</center>-->
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| − | :5) If the change is made, click the '''Save and use''' to close the '''Template Properties''' form.
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| − | :6) Now, you can use Microsoft Project Professional to access your Microsoft Project Server or Project Online account.
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| − | :7) Open the required Microsoft Project Server '''source plan''' from your desktop Microsoft Project Professional application.
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| − | :8) Next, go to the Microsoft Project Professional '''Add-ins''' tab on the tool bar and click the '''OnePager Icon'''.
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| − | :9) Once the '''OnePager Pro Start''' form appears click the '''NEW''' button. From this point on, the process for creating a '''NEW''' chart follows the standard workflow.
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| − | ==Connecting OnePager Pro Add-in Directly to Cloud Resident Source Plans==
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| − | ===Using OnePager Pro Add-in to Access Cloud Resident Source Plans to Create a NEW Chart===
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| − | As we mentioned in the sub-section above ([[Using OnePager Pro Add-In with Server Resident Project Plans for Version 7.0#About Using Server Resident Project Source Plans and OnePager Pro Add-in | About Using Server Resident Project Source Plans and OnePager Pro Add-in]]), we recommended that you use Microsoft Project Professional to connect, access, and validate your access to your '''cloud''' resident '''source plans'''.
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| − | ====Direct Connection Thru OnePager Pro Add-in====
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| − | You can connect directly rather than using Microsoft Project Professional, but the access procedure requires that you first launch Microsoft Project Professional and load '''some source plan''' before launching '''OPP Add-in'''. This is required because '''OPP Add-in''' if launched from Microsoft Project Professional where there is a '''blank source plan''', accesses the '''OnePager Start''' form with the '''NEW and UPDATE''' buttons '''disabled''' as shown below:
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| − | <center>[[File:P70-8_5_1_1-70-(1)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_1-70-(1)-09052019.png</center>-->
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| − | To avoid this, we recommend that you simply launch Microsoft Project Professional with '''any source plan''' resident on your computer for convenience. Doing this allows you to use the '''OnePager Start''' form's '''NEW''' button to access your '''cloud''' resident '''source plans''' as follows.
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| − | ====Setting the Sever Method in the Template Properties Form====
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| − | After launching Microsoft Project Professional with '''some source plan''' from your local computer, click the '''Template...''' button on the Microsoft Project Professional tool bar's '''Add-ins''' tab. This accesses the '''OPP Add-in''' current '''Template Properties''' form previously shown in a sub-section above. What you need to do is verify or change the '''Server method''' in the '''Advanced''' tab of the current '''Template Properties''' form so that the option selected is '''Connect directly to server''' as shown below:
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| − | <center>[[File:P70-8_5_1_1-(2)-05142020.png]]</center>
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| − | <!--<center>P70-8_5_1_1-(2)-05142020.png</center>-->
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| − | When this setting is selected, click the '''Save and use''' button at the bottom of the '''Template Properties''' form.
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| − | ====Launch OnePager Pro Add-in====
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| − | After closing the current '''Template Properties''' form, click the '''OnePager Icon''' on the Microsoft Project Professional tool bar, and click the '''NEW''' button on the '''OnePager Start''' form. You are presented with the '''OnePager choices''' ('''OPC''') form as shown here:
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| − | <center>[[File:P70-8_5_1_1-70-(3)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_1-70-(3)-09052019.png</center>-->
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| − | ====Access Your Cloud Based Source Plan====
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| − | Next, access your '''cloud source plan''' using '''OPP Add-in''' by clicking the '''Add/Remove''' on the '''OPC''' form as shown below:
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| − | <center>[[File:P70-8_5_1_1-70-(4)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_1-70-(4)-09052019.png</center>-->
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| − | The next step is to '''remove''' this temporary '''source plan''' and go through the procedure to connect to your '''cloud''' resident '''source plans'''. To '''remove''' the temporary ''' source plan''', select it with a click in its row of the '''Data source selection''' form and then click the '''Remove''' button. The '''Data source selection''' form looks like this:
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| − | <center>[[File:P70-8_5_1_1-70-(5)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_1-70-(5)-09052019.png</center>-->
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| − | Next, click the '''Add''' button in the '''Data source selection''' form which accesses the options as follows:
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| − | <center>[[File:P70-8_5_1_1-70-(6)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_1-70-(6)-09052019.png</center>-->
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| − | ===Logging-in to Your Project Server Account===
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| − | The previous action accesses the '''Account Information for Data Source''' form, shown below. Use the form to connect to your Microsoft Project Server account.
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| − | <center>[[File:P70-8_5_1_2-70-(3)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_2-70-(3)-09052019.png</center>-->
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| − | The function of three (3) of the five (5) fill-in windows and the checkbox are mostly self-explanatory, however, more details are provided below:
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| − | ====Save Password====
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| − | A few comments are in order related to the '''Save Password''' checkbox. When this checkbox is checked '''ON''', OnePager encrypts and remembers the password you provide. Essentially, checking this checkbox '''ON''' gives OnePager Pro permission to store your credentials. The information is used to automatically connect to the same Microsoft Project Server account in the future if you make reference to its projects. If the '''Save Password''' checkbox is not checked '''OFF''', you need to fill in the password form each time you want access one of its projects. If you previously logged into a Microsoft Project Server '''account''' via Microsoft Project Professional and gave Windows permission to remember your credentials, OnePager does not even need to know your '''user name''' and '''password'''; it can login using the Windows credentials stored on your computer for that URL. For more information go to the Windows Control Panel\User Accounts and Family Safety\Credential Manager.
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| − | At the present time, whenever you upgrade your version of '''OPP''' on your local computer, the '''OPP''' database is purged of all data associated with Microsoft Project Server or Project Online credentials. For login actions to get to Enterprise Custom Fields see the article at: [[Using Enterprise Custom Fields from Microsoft Project for OnePager Pro for Version 7.0 | Using Enterprise Custom Fields from Microsoft Project for OnePager Pro]] <!--24.3.1-70-->
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| − | ====Account Nickname====
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| − | The '''Account Nickname''' can be anything you want. It starts out as something constructed from the URL, but that is just a suggested default value for the '''nickname'''. You should choose an '''Account Nickname''' makes it easy to tell different accounts apart. OnePager Pro keeps track of all '''accounts''' (set of '''account parameters and credentials''') that you create and lets you give the '''account credentials''' a '''custom name''' or '''Nickname'''. If you don't give a '''new account''' a '''custom name''', OnePager Pro numbers the '''accounts''' and caches them for you. The '''custom names''' that are cached by OnePager Pro are provided to you in the '''Choose what to import''' form's '''Select Account''' dropdown list shown below where you have the option to '''Edit''', '''Delete''', or to '''Add''' an additional '''Account'''. Once the fields are filled in, click the '''OK''' button to go to the next form where you click the '''Connect''' button.
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| − | ===Selecting a Project or Projects from Your Project Server Account===
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| − | Clicking the '''OK''' button on the form above accesses the '''Choose what to import''' form shown below:
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| − | <center>[[File:P70-8_5_1_2-70-(4)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_2-70-(4)-09052019.png</center>-->
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| − | The '''Select Account''' control group of the form, as mentioned above, contains a list of previously cached '''account names'''. Use the dropdown list to select the '''account''' you wish to access. You can also '''Edit''' the selected '''account name''', '''Delete''' it from the dropdown list, or '''Add''' a new '''account name'''. Clicking the '''Edit''' button accesses the '''Account Information Data Source''' form for the selected '''account''' containing the associated '''account parameters and credentials''' when can then be '''edited'''. Clicking the '''Delete''' button immediate removes the selected '''account''' from the dropdown list. Clicking the '''Add''' button accesses a '''blank''' '''Account Information Data Source''' form that is ready to be filled in with information to create a '''new account'''.
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| − | The form above allows you to establish Microsoft Project Server account connections, perform '''edits''' on the account log-in information, and delete accounts. Once connected, the form provides a scroll space to display the projects in the account and a '''filtering''' mechanism to assist in searches.
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| − | The '''OPP Desktop''' application does not let you mix ordinary projects (e.g., non-Project Server files) with server-based project. It never gives you the option to add a server object to the ordinary projects that are already in your '''source packet'''. If, however, you delete all the projects from the '''source packet''', it gives you the option to add either type of project (i.e., ordinary or server-based) to the empty '''source packet'''.
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| − | ===Using the Automatically Connect Checkbox===
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| − | If you plan to ultimately select several projects to create a '''multi-project''' chart, we recommend that you check the '''Automatically connect''' checkbox before clicking on the '''Connect''' button as described below. As a warning, be advised that once the '''Automatically connect''' checkbox is checked '''ON''', this checkbox must be unchecked in order to disconnect from your Microsoft Project Server account with the '''Disconnect''' button. Checking the '''Automatically connect''' checkbox automatically logs in to the selected account every time you open the form.
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| − | ===Connecting to your Project Server Account Projects===
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| − | When you click the '''Connect''' button in the '''Connect to Source''' group, the form displays the project information available at the site and looks something like this:
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| − | <center>[[File:P70-8_5_1_2-70-(5-1)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_2-70-(5-1)-09052019.png</center>-->
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| − | There are three groups of controls in the '''Choose what to import''' form:
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| − | ====Select Account====
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| − | The left-most field contains the '''Account Nickname''' you gave the account and has a dropdown menu so that, if you have several accounts available, you can select among them. Clicking the '''Add''' button accesses the '''Account Information for Data Source''' form allowing you to enter another set containing a URL, User name, Password, and '''Account Nickname'''. Clicking the '''Edit''' button accesses the '''Account Information for Data Source''' form containing the information for the '''Account Nickname''' in the window at the left. With this form available, you can '''edit''' the data and '''save''' it when you click the '''OK''' button. Clicking the '''Delete''' button '''deletes''' the '''account information''' for the '''Account Nickname''' displayed in the window to the left. The '''account''' itself is not '''deleted'''.
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| − | ====Connect to Source====
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| − | The '''Connect''' and '''Disconnect''' buttons allow you to make the connection or break it. When the '''Connect''' button is clicked, OnePager displays a message providing you with the status of the connect operation. When the connection is made a '''green dot''' appears to the right with a tag stating '''Connected'''. If the attempt to connect fails, a '''red dot''' with the tag of '''Not Connected''' appears. Additionally, one of the following error messages appears in red in the '''Connect to Source''' group of the form:
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| − | <center>
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| | {| class="wikitable" | | {| class="wikitable" |
| − | ! style="text-align: center; font-weight: bold;" | Message
| + | | [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72 |
| − | ! style="font-weight: bold;" | Meaning
| + | | [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-72 |
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| − | | | + | | [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72 |
| − | '''Need login account'''
| + | | [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72 |
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| − | Cannot login because user has not created a login account. Press the Add button to create an account. If the Add button is not showing, press the Change button first.
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| − | | | + | | [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72 |
| − | '''Unable to connect'''
| + | | [[Template Only Features for Primavera P6 Source Plans in OnePager Version 7.2 | Template Only Features for Primavera P6 Source Plans in OnePager]] 24.2.2-72 |
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| − | OnePager could not connect to the server using the specified account.
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| − | |}
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| − | </center>
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| − | Clicking the '''Disconnect''' button immediately '''disconnects''' Microsoft Project Server and '''OPP''' from the account. The form does not '''close''' and a '''red dot''' with the tag '''Disconnected''' appears. If you do not click the '''Disconnect''' button before exiting '''OPP Desktop''', the connection is terminated '''OPP Desktop''' is '''closed'''. As mentioned above, in the '''Save Password''' group, '''OPP''' remembers your login information in encrypted form if the '''Save Password''' check box is checked for the account. Checking the '''Automatically connect''' checkbox '''ON''' tells '''OPP''' to keep the connection to the URL displayed in the '''Select Account''' window active until the '''Disconnect''' button is clicked.
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| − | ====Choose Projects====
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| − | This group on the form displays the list of files available for '''import''' from the designated Microsoft Project Server account. You have some options available when searching the projects to '''import''':
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| − | :* '''Scroll-Down the List'''. Scroll down the list until you find the project or projects to import.
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| − | :* Select the project or projects desired by clicking on them.
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| − | :* Click the '''OK''' button at the bottom of the form.
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| − | <center>[[File:P70-8_5_1_2-70-(6)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_2-70-(6)-09052019.png</center>-->
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| − | '''Use the Filter'''. You can '''filter''' through the projects by placing '''filter text''' in the window to the immediate right of the '''Filter''' button. When the '''Filter''' button is clicked, OnePager displays those files that meet the '''filter criteria''' as shown here:
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| − | <center>[[File:P70-8_5_1_2-70-(7)-09052019.png]]</center>
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| − | <!--<center>P70-8_5_1_2-70-(7)-09052019.png</center>-->
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| − | You can then select the desired project or projects. '''Show All'''. Clicking the '''Show All''' button displays all the projects available for selection. Use the scroll bar at the right to search down the project names. Select '''BROWSE Project Online/Server...''', to access the '''Choose what to import''' form as shown below:
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| − | | + | |
| − | <center>[[File:P70-8_5_1_1-70-(7)-09052019.png]]</center>
| + | |
| − | <!--<center>P70-8_5_1_1-70-(7)-09052019.png</center>-->
| + | |
| − | | + | |
| − | ====Selection Source Plan(s)====
| + | |
| − | | + | |
| − | Next, click the '''Connect''' button in the '''Choose what to import''' form, select the '''source plan''' from the list that appears and then click '''OK''' as shown here:
| + | |
| − | | + | |
| − | <center>[[File:P70-8_5_1_1-70-(8)-09052019.png]]</center>
| + | |
| − | <!--<center>P70-8_5_1_1-70-(8)-09052019.png</center>-->
| + | |
| − | | + | |
| − | Clicking the '''OK''' button in the above step updates the '''Data source selection''' form to display your '''cloud''' resident '''source plan''' as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-8_5_1_1-70-(9)-09052019.png]]</center>
| + | |
| − | <!--<center>P70-8_5_1_1-70-(9)-09052019.png</center>-->
| + | |
| − | | + | |
| − | Finally, click '''OK''' on the '''Data source selection''' form and '''OPP Add-in''' updates the top of the '''OPC''' form to reflect the new '''cloud''' resident '''source plan''' selected.
| + | |
| − | | + | |
| − | If you encounter difficulties '''connecting''' to your Microsoft Project Server or Project Online '''accounts''' please reference the links to the OnePager '''Frequently Asked Questions''' section of our website at [https://www.onepager.com/support/faq.php Frequently Asked Questions (FAQs)] or at the suggested specific '''FAQ''' articles at the [[Using OnePager Pro Add-In with Server Resident Project Plans for Version 7.0#Troubleshooting | Troubleshooting]] <!--8.5.1.1-70--> section of this article.
| + | |
| − | | + | |
| − | ====Create the New Chart====
| + | |
| − | | + | |
| − | The '''OPC''' form now looks like this after the '''chart name''' and the '''Flag''' selections are made:
| + | |
| − | | + | |
| − | <center>[[File:P70-8_5_1_1-70-(10)-09052019.png]]</center>
| + | |
| − | <!--<center>P70-8_5_1_1-70-(10)-09052019.png</center>-->
| + | |
| − | | + | |
| − | By clicking the '''Create new chart''' button in the '''OPC''' form above '''OPP Add-in''' directly accesses (without relying upon Microsoft Project Pro) the '''cloud''' resident '''source plan''' and create the desired chart that looks like this:
| + | |
| − | | + | |
| − | <center>[[File:P70-8_5_1_1-70-(11)-09052019.png]]</center>
| + | |
| − | <!--<center>P70-8_5_1_1-70-(11)-09052019.png</center>-->
| + | |
| − | | + | |
| − | The new chart can be '''edited''', '''saved''', or '''shared''' as required.
| + | |
| − | | + | |
| − | ===Connecting OnePager Pro Add-in Directly to Cloud Resident Source Plans to UPDATE a Chart===
| + | |
| − | | + | |
| − | You can use '''OnePager Pro Add-in''' to directly access (i.e., without need for Microsoft Project Professional) your '''cloud''' resident '''source plans''' for the purpose of performing an '''UPDATE''' on an existing chart as follows.
| + | |
| − | | + | |
| − | ====Accessing the Cloud Resident Source Plan====
| + | |
| − | | + | |
| − | Launch Microsoft Project Professional and load a '''temporary source plan''' from your local computer. Follow the steps outlined in the section immediately above . Click the '''OnePager Pro''' button on the Microsoft Project Professional tool bar to launch '''OPP Add-in'''. When the '''OnePager Start''' form appears, click the '''UPDATE''' button and select the chart you want to '''UPDATE''' as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-8_5_1_1-70-(12)-09052019.png]]</center>
| + | |
| − | <!--<center>P70-8_5_1_1-70-(12)-09052019.png</center>-->
| + | |
| − | | + | |
| − | Doing this accesses the '''OPC''' form showing the selected chart at the top of the form as shown here:
| + | |
| − | | + | |
| − | <center>[[File:P70-8_5_1_1-70-(13)-09052019.png]]</center>
| + | |
| − | <!--<center>P70-8_5_1_1-70-(13)-09052019.png</center>-->
| + | |
| − | | + | |
| − | ====Create the Updated Chart====
| + | |
| − | | + | |
| − | Since the chart is associated with a '''source plan''' and '''OPP Add-in''' knows the '''path name''' to access that ''' source plan''', '''OPP Add-in''' retrieves the ''' source plan''' from your '''cloud''' resident location when you click the '''New''' button at the bottom of the '''OPC''' form. Assuming that the '''source plan''' at this '''cloud''' location was updated with current information, in this case up to 10/1/2019, '''OPP Add-in''' creates a new snapshot with this date as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-8_5_1_1-70-(14)-09052019.png]]</center>
| + | |
| − | <!--<center>P70-8_5_1_1-70-(14)-09052019.png</center>-->
| + | |
| − | | + | |
| − | The updated chart can be '''edited''', '''saved''', or '''shared''' as required.
| + | |
| − | | + | |
| − | ==Sharing Charts Created from the Cloud==
| + | |
| − | | + | |
| − | '''OPP Add-on''' is able to update charts from '''cloud source plans''' because it has access to the credentials. These credentials can be stored for convenience in the '''OPP''' database or in the Windows Credential vault. Sharing charts created in the '''cloud''' is, therefore, a bit more involved because the recipient needs access to the same cloud data sources (i.e., Microsoft Project Server account) if there is a need to update the shared chart. Your internal procedures for giving various team members '''cloud''' access credentials should govern these considerations. More information is available on '''sharing charts''' at these links:
| + | |
| − | | + | |
| − | <center>
| + | |
| − | {| class="wikitable"
| + | |
| − | | [[Managing Chart Data for Version 7.0 | Managing Chart Data]] <!--23.0.1-70-->
| + | |
| | |- | | |- |
| − | | [[Sharing Charts for Version 7.0 (Portal) | Sharing Charts (Portal)]] <!--23.2.1-70--> | + | | [[Template Only Features for Smartsheet Source Plans in OnePager Version 7.2 | Template Only Features for Smartsheet Source Plans in OnePager]] 24.2.3-72 |
| − | |} | + | | [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] 24.4.1-72 |
| − | </center>
| + | |
| − | | + | |
| − | ==Disconnecting from Microsoft Project Server==
| + | |
| − | | + | |
| − | Your individual installation of Microsoft Project Server or Project Online probably has procedures for '''disconnecting''' from these applications. We recommend using these installation specific procedures to assure proper '''disconnection/log out''' from these applications. We also recommend that when using Microsoft Project Server or Project Online with OnePager Pro '''Add-in''' that you make sure that OnePager Pro '''Add-in''' is '''closed at the end of your session''' and all instances of Microsoft Project are also '''closed''' to assure that OnePager Pro '''Add-in''' is '''disconnected/logged off''' from Microsoft Project Server or Project Online. The steps provided below can be used to '''disconnect/log off''' from Microsoft Project Server or Project Online from OnePager Pro '''Add-in''': To '''Disconnect''' from your Microsoft Project Server cloud files which is essentially the same as '''logging off''' from the OnePager Pro's '''Chart Editor''', first click the OnePager Pro '''Data''' ribbon tool bar tab and click the '''Select file(s)''' button to access the OnePager '''Data source selection''' form and then click the '''Add''' button on the form as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-8_5_1_1-70-(15)-09112019.png]]</center>
| + | |
| − | <!--<center>P70-8_5_1_1-70-(15)-09112019.png</center>-->
| + | |
| − | | + | |
| − | Clicking the '''Add''' button accesses the dropdown menu as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-8_5_1_1-70-(16)-09112019.png]]</center>
| + | |
| − | <!--<center>P70-8_5_1_1-70-(16)-09112019.png</center>-->
| + | |
| − | | + | |
| − | Clicking the '''BROWSE Project Server ...''' option accesses the '''Choose what to import''' form where clicking the '''Disconnect''' button '''disconnects''' or '''logs off''' from your Microsoft Project Server account as shown here:
| + | |
| − | | + | |
| − | <center>[[File:P70-8_5_1_1-70-(17)-09112019.png]]</center>
| + | |
| − | <!--<center>P70-8_5_1_1-70-(17)-09112019.png</center>-->
| + | |
| − | | + | |
| − | Clicking the '''Disconnect''' button '''closes''' the connection and afterward the '''Choose what to import''' form looks like this:
| + | |
| − | | + | |
| − | <center>[[File:P70-8_5_1_1-70-(18)-09112019.png]]</center>
| + | |
| − | <!--<center>P70-8_5_1_1-70-(18)-09112019.png</center>-->
| + | |
| − | | + | |
| − | '''Disconnecting''' OnePager Pro '''Add-in''' from Microsoft Project Server has no impact on the current chart in OnePager '''Chart Editor'''. However, the '''source plan''' accessed from the cloud is '''no longer accessible''' for '''update''' and the subsequent '''update''' of the chart.
| + | |
| − | | + | |
| − | ==Troubleshooting==
| + | |
| − | | + | |
| − | Please refer to these two '''Frequently Asked Questions''' if you are having issues:
| + | |
| − | | + | |
| − | <center>
| + | |
| − | {| class="wikitable"
| + | |
| − | | [https://www.onepager.com/support/faq.php?id=79 Updating OnePager with a Project Online or Project Server 2016/2019 plan]
| + | |
| | |- | | |- |
| − | | [https://www.onepager.com/support/faq.php?id=96 Can't Connect to Project Online/Project Server to Update a OnePager Report] | + | | [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for OnePager Express]] 24.5.1-72 |
| | + | | [[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] 24.5.2-72 |
| | |- | | |- |
| − | | [https://www.onepager.com/support/faq.php?id=117 Importing Enterprise Custom Fields from Project Server and Project Online] | + | | [[Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] 24.5.3-72 |
| | + | | [[Splitting and Parsing Columns for Project for the Web Source Plans for Version 7.2 | Splitting and Parsing Columns for Project for the Web Source Plans]] 24.5.5-72 |
| | |- | | |- |
| − | | [https://www.onepager.com/support/faq.php?id=151 Migrating from Project Server to Project Online] | + | | [[Splitting and Parsing Columns for Planisware Enterprise Source Plans for Version 7.2 | Splitting and Parsing Columns for Planisware Enterprise Source Plans]] 24.5.7-72 |
| | + | | [[Splitting and Parsing Columns for Wrike in OnePager Version 7.2 | Splitting and Parsing Columns for Wrike in OnePager]] 24.5.11-72 |
| | |} | | |} |
| − | </center>
| |
| | | | |
| − | ==Related Links==
| + | (24.5.9-72) |
| | | | |
| − | [[Using Enterprise Custom Fields from Microsoft Project for OnePager Pro for Version 7.0 | Using Enterprise Custom Fields from Microsoft Project for OnePager Pro]] <!--24.3.1-70-->
| + | [[Category:Version 7.2]] |
| − | | + | [[Category:Editing the Chart]] |
| − | [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
| + | [[Category:Task/Milestone Editing]] |
| − | | + | [[Category:Column Splitting]] |
| − | [[Creating a NEW Chart - OnePager Pro Add-in for Version 7.0 | Creating a NEW Chart - OnePager Pro Add-in]] <!--7.1.1-70-->
| + | |
| − | | + | |
| − | [[Creating Another New Chart - OnePager Pro Add-in for Version 7.0 | Creating Another New Chart - OnePager Pro Add-in]] <!--7.3.1-70-->
| + | |
| − | | + | |
| − | [[Opening an EXISTING Chart - OnePager Pro Add-in for Version 7.0 | Opening an EXISTING Chart - OnePager Pro Add-in]] <!--7.5.1-70-->
| + | |
| − | | + | |
| − | [[ADDING a Snapshot via Push Update - OnePager Pro Add-in for Version 7.0 | ADDING a Snapshot via Push Update - OnePager Pro Add-in]] <!--7.7.1-70-->
| + | |
| − | | + | |
| − | [[REPLACING a Snapshot via Push Update - OnePager Pro Add-in for Version 7.0 | REPLACING a Snapshot via Push Update - OnePager Pro Add-in]] <!--7.9.1-70-->
| + | |
| − | | + | |
| − | (8.5.1.1-70)
| + | |
| − | | + | |
| − | [[Category:Version 7.0]] | + | |
| − | [[Category:Add-in]] | + | |
| − | [[Category:Basic Workflows]]
| + | |
| − | [[Category:Multi-Project Formats]]
| + | |
| − | [[Category:Enterprise Integration]]
| + | |
| − | [[Category:Microsoft Project Server Accounts]] | + | |
| − | [[Category:OnePager Choices Form]] | + | |
| | [[Category:Charts]] | | [[Category:Charts]] |
| − | [[Category:Editing the Chart]] | + | [[Category:Task Links]] |
| − | [[Category:Templates]] | + | [[Category:Ribbon]] |
| − | [[Category:Sharing Output]] | + | [[Category:Snapshots]] |
| − | [[Category:Microsoft Project]] | + | [[Category:Template Properties Form]] |
| − | [[Category:OnePager Pro]] | + | [[Category:Chart Properties Form]] |
| | + | [[Category:Asana]] |
| | + | [[Category:OnePager Bundle]] |
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