Difference between revisions of "Testing Article1"

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==Overview Flow Chart==
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==Overview==
  
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<center>[[File:P70-7_1_2-70-(1)-08052019.png]]</center>
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1) Often, there is more than one audience that is interested in seeing a OnePager chart schedule presentation for a project.
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<!--<center>P70-7_1_2-70-(1)-08052019.png</center> -->
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==Procedure==
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2) Each audience may want to see different tasks and milestones  in the schedule in a different representation.
  
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===Preparing The Microsoft Project Source Plan===
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3) With OnePager, you can create different charts from the same Microsoft Project '''source plan''' and tailor them to different audiences with different schedule conversation needs.
  
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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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4) This is accomplished by inserting two or more '''Flag/Number''' fields into the Microsoft Project '''source plan’s''' file then instructing OnePager to produce additional charts using these alternative '''Flag/Number''' fields.
  
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===Launching OnePager Pro Desktop===
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5) For example, '''Flag20''' can be used to create the OnePager chart for an executive team, while '''Flag10''' is used as the '''Flag''' for internal project team presentations.
  
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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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6) Further, '''Flag5''' can be reserved to create charts and '''update''' for schedule presentations to the customer.
  
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<center>[[File:P70-7_1_2-70-(2)-08052019.png]]</center>
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7) By inserting these three '''Flag''' fields into the Microsoft Project '''source plan''' and appropriately populating the cells with '''Yes''' and '''No''', three different charts can be prepared, snapshots can be added to them, and updated or replaced as needed.
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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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8) The steps to accomplish this process are similar to creating a '''NEW''' chart, but with slight differences.
  
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<center>[[File:P70-7_1_2-70-(3)-08052019.png]]</center>
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==Procedure==
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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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1) Launch Microsoft Project and access the desired Microsoft Project '''source plan'''.
  
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<center>[[File:P70-7_1_2-70-(4)-08052019.png]]</center>
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2) Add any additional '''Flag/Number''' fields in the Microsoft Project '''source plan''' as required for creating charts for additional audiences.
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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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3) These added '''Flag/Number''' fields are used to determine which '''source plan''' tasks and milestones to '''import'''.  
  
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<center>[[File:P70-7_1_1-70-(4)-08052019.png]]</center>
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4) Determine which of the tasks and milestones in the '''source plan''' are to be included and set the '''Flag/Number''' field cell to '''Yes''' leaving the remainder of the task's and milestone's '''flag''' field set to '''No'''.
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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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5) Click the '''OnePager''' button from the Microsoft Project ribbon tool bar. OnePager accesses the '''OnePager Pro Start''' form.  Then click the '''NEW''' button:
  
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<center>[[File:P70-7_1_1-70-(5)-08052019.png]]</center>
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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-(5)-08052019.png</center> -->
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<!--<center>P70-7_1_1-70-(2)-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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6) OnePager displays a OnePager choices ('''OPC''') form as shown below:
  
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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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<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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Finally, note that the '''Show file mappings''' checkbox is checked '''ON''' as shown above.  Checking this checkbox '''ON''' and pressing the '''Next&gt;''' button takes you to the second page of the '''OPC''' form shown below:
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7) When you create another chart, we suggest that you give the new chart with the alternate '''Flag''' a '''new name''' that is suggestive of the different audience intended to see the presentation. 
  
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<center>[[File:P70-7_1_2-70-(5)-08052019.png]]</center>
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8) Each chart or '''.TAM''' file has its own unique '''file name''' and '''path name'''. To avoid confusion it is best to create unique '''file names''' for charts from the same Microsoft Project '''source plan''' that uses an alternative '''flag''' field.
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<!--<center>P70-7_1_2-70-(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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9) Once satisfied with the chart's '''name''' and selection of '''Flag''' field, click the '''Create new chart''' button (if you did not check the '''Show field mappings''' checkbox) or the '''Next>''' button (if you did check the '''Show field mappings''' checkbox) to create 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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10) In this example, OnePager '''imports''' the data from the Microsoft Project '''source plan''' under the control of '''Flag20'''.
  
 
==Related Links==
 
==Related Links==
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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 -->
 
[[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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(7.3.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:Desktop]]
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[[Category:Add-in]]
 
[[Category:Basic Workflows]]
 
[[Category:Basic Workflows]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
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[[Category:Charts]]
 
 
[[Category:OnePager Choices Form]]
 
[[Category:OnePager Choices Form]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
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[[Category:Charts]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]

Revision as of 20:19, 11 January 2021

Overview

1) Often, there is more than one audience that is interested in seeing a OnePager chart schedule presentation for a project.

2) Each audience may want to see different tasks and milestones in the schedule in a different representation.

3) With OnePager, you can create different charts from the same Microsoft Project source plan and tailor them to different audiences with different schedule conversation needs.

4) This is accomplished by inserting two or more Flag/Number fields into the Microsoft Project source plan’s file then instructing OnePager to produce additional charts using these alternative Flag/Number fields.

5) For example, Flag20 can be used to create the OnePager chart for an executive team, while Flag10 is used as the Flag for internal project team presentations.

6) Further, Flag5 can be reserved to create charts and update for schedule presentations to the customer.

7) By inserting these three Flag fields into the Microsoft Project source plan and appropriately populating the cells with Yes and No, three different charts can be prepared, snapshots can be added to them, and updated or replaced as needed.

8) The steps to accomplish this process are similar to creating a NEW chart, but with slight differences.

Procedure

1) Launch Microsoft Project and access the desired Microsoft Project source plan.

2) Add any additional Flag/Number fields in the Microsoft Project source plan as required for creating charts for additional audiences.

3) These added Flag/Number fields are used to determine which source plan tasks and milestones to import.

4) Determine which of the tasks and milestones in the source plan are to be included and set the Flag/Number field cell to Yes leaving the remainder of the task's and milestone's flag field set to No.

5) Click the OnePager button from the Microsoft Project ribbon tool bar. OnePager accesses the OnePager Pro Start form. Then click the NEW button:

P70-7 1 1-70-(2)-08052019.png

6) OnePager displays a OnePager choices (OPC) form as shown below:

P70-7 1 1-70-(4)-08052019.png

7) When you create another chart, we suggest that you give the new chart with the alternate Flag a new name that is suggestive of the different audience intended to see the presentation.

8) Each chart or .TAM file has its own unique file name and path name. To avoid confusion it is best to create unique file names for charts from the same Microsoft Project source plan that uses an alternative flag field.

9) Once satisfied with the chart's name and selection of Flag field, click the Create new chart button (if you did not check the Show field mappings checkbox) or the Next> button (if you did check the Show field mappings checkbox) to create the chart.

10) In this example, OnePager imports the data from the Microsoft Project source plan under the control of Flag20.

Related Links

Creating a NEW Chart via Pull Operation - OnePager Pro

Creating a NEW Chart via Pull Operation - OnePager Express

REPLACING a Snapshot via Pull Operation - OnePager Pro

REPLACING a Snapshot via Pull Operation - OnePager Express

ADDING a Snapshot via Pull Operation - OnePager Pro

ADDING a Snapshot via Pull Operation - OnePager Express

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express

Using the OnePager "Data" Tab's "Selected file(s)" Button

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