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| − | ==Introduction==
| + | [[Uninstalling OnePager Pro for Version 6.1 | Uninstalling OnePager Pro]] <!--1.4.1-61--> |
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| − | This article has two major sections below. The first major section is for [[Testing Article1#Overview Flow Chart for OnePager Pro Add-in | OnePager Pro Add-In]] and the second major section is for [[Testing Article1#Overview Flow Chart for OnePager Pro Standalone | OnePager Pro Standalone]]. Please use these links to navigate to the appropriate section based on how you are using OnePager.
| + | [[Temporarily Disabling and Re-enabling OnePager Pro for Version 6.1 | Temporarily Disabling and Re-enabling OnePager Pro]] <!--1.5.1-61--> |
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| − | ==Overview Flow Chart for OnePager Pro Add-in==
| + | [[Activating Your OnePager License for Version 6.1 | Activating Your OnePager Pro License]] <!--1.6.1-61--> |
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| − | <center>[[File:P70-7_1_1-70-(1)-08052019.png]]</center>
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| − | <!--<center>P70-7_1_1-70-(1)-08052019.png</center>-->
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| − | ===Procedure===
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| − | ====Preparing the Microsoft Project Source Plan====
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| − | Launch Microsoft Project and access the required Microsoft Project '''source plan'''. Set the '''Flags/Numbers''' field into the Microsoft Project '''source plan'''. This is the '''flag''' that OnePager uses to determine which tasks and milestones to '''import'''. Determine which of the tasks and milestones are to be included and set the '''Flags/Numbers''' field cell to '''Yes''' for these while leaving the remainder of the task's and milestone's '''Flag''' field set to '''No''', '''0''', or blank.
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| − | ====Launching OnePager Pro Add-In====
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| − | Click the '''OnePager''' button on the Microsoft Project '''ADD-INS''' ribbon tool bar tab to launch OnePager Pro at the '''OnePager Pro Start''' form.
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| − | <center>[[File:P70-7_1_1-70-(2)-08052019.png]]</center>
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| − | <!--<center>P70-7_1_1-70-(2)-08052019.png</center>-->
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| − | If you need to adjust settings in the OnePager current '''Template Properties''' form before launching OnePager Pro, click the '''Template...''' button on the Micosoft Project '''ADD-INS''' ribbon tool bar tab accesses a window with the '''Template Properties''' form which can be '''edited''' and '''saved'''.
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| − | <center>[[File:P70-7_1_1-70-(3)-05042020.png]]</center>
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| − | <!--<center>P70-7_1_1-70-(3)-05042020.png</center>-->
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| − | The '''Template Properties''' form is very similar to the OnePager '''Chart Properties''' form which is described elsewhere. Once the desired '''edits''' to the current '''Template Properties''' form are made, '''save''' the '''Template Properties''' form and return to paragraph 5) above. At the completion of paragraph 5) when you click the '''NEW''' button, OnePager accesses the '''OnePager choices''' ('''OPC''') form as shown below:
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| − | <center>[[File:P70-7_1_1-70-(4)-08052019.png]]</center>
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| − | <!--<center>P70-7_1_1-70-(4)-08052019.png</center>-->
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| − | It is recommended that the '''chart name''' selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the '''Select Tasks with ‘YES’ in field:''' is showing '''Flag20''' as a default. Most users select '''Flag20''' to tell OnePager which tasks and milestones to '''import''' but any of the 20 '''Flag''' fields or any of the 20 '''Number''' fields can be used. It is important that the '''Flag''' field number represented in this window correspond to the '''Flag''' field containing the '''Yes''' and '''No''' data placed in the Microsoft Project '''source plan'''.
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| − | The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the chart you are about to create. If the '''date created''' by OnePager does not reflect the '''status date''' required, change the '''date''' by using the '''calendar''' dropdown window. As the '''source plan''' changes later on, you can create additional snapshots to show changes consistently.
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| − | Finally, note that the '''Show field mappings''' checkbox is checked '''ON''' as shown above. Checking this checkbox '''ON''' and pressing the '''Next>''' button takes you to the second page of the '''OPC''' form shown below:
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| − | <center>[[File:P70-7_1_1-70-(5)-08052019.png]]</center>
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| − | <!--<center>P70-7_1_1-70-(5)-08052019.png</center>-->
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| − | This form allows you to '''edit''' which Microsoft Project '''source plan''' fields are used for various purposes such as the '''Start''' field and the '''Color by''' field. The '''Edit current template''' button also gives you a second opportunity to '''edit''' many more initial properties of the chart by accessing the current '''Template Properties''' form. Once these choices are confirmed or '''edited''', click the '''Create new chart''' button and OnePager '''imports''' the '''flagged data''' and creates the chart.
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| − | Once the chart is created, you can '''edit''' by right-clicking task bars and milestone symbols and using the context menus commands. You can also left-click on task bars and milestone symbols and use the '''editing Icons''' on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from '''row to row''' in the chart. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the OnePager '''Home''' ribbon tool bar tab and then '''paste''' the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can '''save''' all charts and snapshots after '''editing'''.
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| − | ==Overview Flow Chart for OnePager Pro Standalone==
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| − | <center>[[File:P70-7_1_2-70-(1)-08052019.png]]</center>
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| − | <!--<center>P70-7_1_2-70-(1)-08052019.png</center> -->
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| − | ===Procedure===
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| − | ====Preparing The Microsoft Project Source Plan====
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| − | After launching Microsoft Project with your desired '''source plan''', set '''Flags/Numbers''' field into the Microsoft Project '''source plan'''. This is the '''Flag''' that OnePager uses to determine which tasks and milestones to '''import'''. Determine which of the tasks and milestones are to be included and set the '''Flags/Numbers''' field cell to '''Yes''' for these while leaving the remainder of the task's and milestone's '''Flag''' field set to '''No''', '''0''', or blank. At this point your Microsoft Project '''source plan''' can be '''saved''' and '''closed'''. The '''Desk top''' version of OnePager Pro does not require that the Microsoft Project '''source plan''' be launched first. The part of the procedure described above are in preparation for using the '''Desk top''' version of OnePager Pro.
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| − | ====Launching OnePager Pro Desktop====
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| − | Launch OnePager from the '''Desktop Icon'''. The OnePager '''splash page''' appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Pro Start''' form as shown below:
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| − | <center>[[File:P70-7_1_2-70-(2)-08052019.png]]</center>
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| − | <!--<center>P70-7_1_2-70-(2)-08052019.png</center> -->
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| − | At the completion of paragraph 6) when you click the “NEW” button, OnePager displays an abbreviated '''OnePager choices''' ('''OPC''') form.
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| − | <center>[[File:P70-7_1_2-70-(3)-08052019.png]]</center>
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| − | <!--<center>P70-7_1_2-70-(3)-08052019.png</center> -->
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| − | When you click the '''Select''' button shown above, OnePager then provides a dropdown menu for you to either choose to use the '''BROWSE FILES...''' to select a '''source plan''' or click the '''RECENT MS Project Files...''' option to access Microsoft Project Server '''source files''' as shown above. Clicking the '''BROWSE FILES…''' option as shown above accesses a Windows '''Open''' form where you can select a Microsoft Project '''source plan''' to load as shown here:
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| − | <center>[[File:P70-7_1_2-70-(4)-08052019.png]]</center>
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| − | <!--<center>P70-7_1_2-70-(4)-08052019.png</center> -->
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| − | When you click the '''Open''' button on the Windows '''Open''' form above, OnePager loads the selected Microsoft Project '''source plan''' and provide you with the expanded '''OPC''' form so that you can confirm or '''edit''' the settings before OnePager creates the new chart.
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| − | <center>[[File:P70-7_1_1-70-(4)-08052019.png]]</center>
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| − | <!--<center>P70-7_1_1-70-(4)-08052019.png</center> -->
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| − | As shown above, OnePager displays the loaded Microsoft Project '''source plan''' in the '''Selected File(s)''' group of the '''OPC''' form. You can use the '''Add/Remove''' feature (described elsewhere) to '''edit''' the choice of Microsoft Project '''source plan''', add additional files to the '''source packet''', and remove files. Clicking the '''Add/Modify''' button accesses the '''Data source selection''' form as shown below:
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| − | <center>[[File:P70-7_1_1-70-(5)-08052019.png]]</center>
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| − | <!--<center>P70-7_1_1-70-(5)-08052019.png</center> -->
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| − | It is recommended that the '''chart name''' selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the '''Select Tasks with ‘YES’ in field:''' is showing '''Flag20''' as a default. Most users select '''Flag20''' to tell OnePager which tasks and milestones to '''import''' but any of the 20 '''Flag''' fields or any of the 20 '''Number''' fields can be used. It is important that the '''Flag''' field number represented in this window correspond to the '''Flag''' field containing the '''Yes''' and '''No''' data placed in the Microsoft Project '''source plan'''.
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| − | The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the chart you are about to create. If the '''date created''' by OnePager does not reflect the '''status date''' required, change the date by using the '''calendar''' dropdown window. As the '''source plan''' changes later on, you can create additional snapshots to show changes consistently.
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| − | Finally, note that the '''Show file mappings''' checkbox is checked '''ON''' as shown above. Checking this checkbox '''ON''' and pressing the '''Next>''' button takes you to the second page of the '''OPC''' form shown below:
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| − | <center>[[File:P70-7_1_2-70-(5)-08052019.png]]</center>
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| − | <!--<center>P70-7_1_2-70-(5)-08052019.png</center> -->
| + | |
| − | | + | |
| − | This form allows you to '''edit''' which Microsoft Project '''source plan''' fields are used for various purposes such as the '''Start''' field and the '''Color by''' field. The '''Edit current template''' button also gives you a second opportunity to '''edit''' many more initial properties of the chart by accessing the current '''Template Properties''' form. Once these choices are confirmed or '''edited''', click the '''Create new chart''' button and OnePager '''imports''' the '''flagged data''' and creates the chart.
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| − | Once the chart is created, you can '''edit''' by right-clicking task bars and milestone symbols and using the context menus commands. You can also left-click on task bars and milestone symbols and use the '''editing Icons''' on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from '''row to row''' in the chart. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the OnePager '''Home''' ribbon tool bar tab and then '''paste''' the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can '''save''' all charts and snapshots after '''editing'''.
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| − | ==Related Links==
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| − | [[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] <!--7.13.1-70 -->
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| − | [[Creating a NEW Chart via Pull Operation - OnePager Express for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] <!--7.13.2-70 -->
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| − | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70 -->
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| − | [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70 -->
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| − | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70 -->
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| − | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70 -->
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| − | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-70 -->
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| − | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-70 -->
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| − | [[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 -->
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| − | (7.1.1-70, 7.1.2-70)
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| − | [[Category:Version 7.0]]
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| − | [[Category:Add-in]]
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| − | [[Category:Desktop]]
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| − | [[Category:Basic Workflows]]
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| − | [[Category:Chart Properties Form]]
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| − | [[Category:Charts]]
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| − | [[Category:OnePager Choices Form]]
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| − | [[Category:Snapshots]]
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| − | [[Category:OnePager Pro]]
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