Difference between revisions of "Testing Article1"

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==Overview==
 
==Overview==
  
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1) OnePager Pro is capable of '''importing''' separate '''source plans''' to create a '''multi-project''' chart from individual '''source plans'''.
+
One of the strength of OnePager Express is its ability to create compact visual representations of '''multiple projects''' that are part of a '''single''' Microsoft Excel spreadsheet. 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 Microsoft Excel '''source plan''' can, therefore, be easily done with the creative selection of '''Row and Swimlane''' fields from the Microsoft Excel '''source plan'''.
  
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2) In the article at: [[Making Multi-Project Charts from MS Project Integrated Master Schedules for Version 7.0 | Making Multi-Project Charts from MS Project Integrated Master Schedules]], <!--8.1.1-70--> the Microsoft Project '''Integrated Master Schedule''' feature is used to construct a '''multi-project source plan''' from which OnePager Pro ('''OPP''') created a '''multi-project''' chart.
+
==Multi-Project Excel Source Plan in a Single Spreadsheet==
  
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3) Suppose you want to build a '''multi-project''' chart without first creating a Microsoft Project '''Integrated Master Schedule''' ('''IMS''').   
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One method for using a '''single''' Microsoft Excel spreadsheet is to add a field to your '''source plan''' with a field name of '''Project'''.  This name is recognized by OnePager Express ('''OPX''') and is utilized in '''OPX''' multi-project '''Template Properties''' form shipped with the product.  An example Microsoft Excel '''source plan''' with the '''Project''' field is shown below:
  
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4) To illustrate an approach to do this, we’ll use the OnePager Pro ('''OPP''') '''Add-in''' application following the steps described in the remainder of this article.
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<center>[[File:X70-8_3_1-70-(1)-08272019.png]]</center>
 +
<!--<center>X70-8_3_1-70-(1)-08272019.png</center>-->
  
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==Setting Up Steps==
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After configuring your Microsoft Excel '''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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===Settings for Microsoft Project===
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==Procedures==
  
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1) OnePager Pro ('''OPP''') uses the '''labels''' of the '''project-summary task''' to identify each project in a '''multi-project''' chart.
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Launch Microsoft Excel and load the '''source plan''' represented in the previous section. Then, launch '''OPX''' from Microsoft Excel's '''Adds-in''' tab on its tool bar.  This action accesses the '''OnePager Express Start''' form shown here:
  
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2) OnePager does not use the Microsoft Project '''source plan file name''' to identify projects.  
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<center>[[File:X70-7_2_1-70-(2)-08062019.png]]</center>
 +
<!--<center>X70-7_2_1-70-(2)-08062019.png</center>-->
  
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3) If you want to display the '''project summary task''' at the top of a Microsoft Project file, go to the '''File''' tab on Microsoft Project’s ribbon tool bar.
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===Creating a NEW Chart from a Multi-Project Source Plan===
  
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4)Then navigate to '''Options''' tab and once there, to the '''Advanced''' tab and check the checkbox '''ON''' that is shown below:
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Next, click the '''NEW''' button on the '''OnePager Express 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>[[File:P70-8_2_1-70-(0)-08282019.png]]</center>
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<center>[[File:X70-8_3_1-70-(2)-08272019.png]]</center>
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<!--<center>P70-8_2_1-70-(0)-08282019.png</center>-->
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<!--<center>X70-8_3_1-70-(2)-08272019.png</center>-->
  
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5) When you are using the '''Pull''' operation workflow to create a '''multi-project''' chart, the setting above on the Microsoft Project’s '''Project Options''' page must be set '''before''' the first designated Microsoft Project '''source plan''' is '''pulled in''' and must stay set for all subsequent '''source plan Pull''' operations.  
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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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6) This is because, although Microsoft Project, as an application, does not appear on your screen anytime during the '''Pull''' operation, nevertheless, it is launched by '''OPP''' and operates on the designated files before '''OPP''' processes them.
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===Setting up the OnePager Express Template Properties Form for a Multi-Project Chart===
  
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7) The setting for Microsoft Project discussed above does not need to be switched '''ON''' when '''Push''' operational workflows are being used.
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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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===Predatory Steps===
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<center>[[File:X70-8_3_1-70-(3)-08272019.png]]</center>
 +
<!--<center>X70-8_3_1-70-(3)-08272019.png</center>-->
  
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8) Before proceeding with the construction of a OnePager Pro '''multi-project''' chart, the first step is to assure that the '''Template Properties''' form used is for '''Single Project Gantt Chart - Detailed'''.
+
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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9) This is because OnePager Pro is going to '''import''' two or more '''source plans''' and use them to construct the desired chart.
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===Use the Microsoft Excel Source Plan to Create the Chart===
  
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10) Further, since each Microsoft Project '''source plan''' contains its own '''UniqueID''' sequence and since these '''UniqueID''' values may be duplicates from one '''source plan''' to the next, we need to make OnePager Pro aware that it must '''safely combine tasks from different source plans'''.
+
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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11) These steps are described below:
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<center>[[File:X70-8_3_1-70-(4)-08272019.png]]</center>
 +
<!--<center>X70-8_3_1-70-(4)-08272019.png</center>-->
  
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===Modifying the OnePager Pro Template Properties Form for Creating Multi-Project Charts===
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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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12) Launch Microsoft Project and navigate to the '''Add-ins''' tab on the Microsoft Project ribbon tool bar.
+
<center>[[File:X70-8_3_1-70-(5)-08272019.png]]</center>
 +
<!--<center>X70-8_3_1-70-(5)-08272019.png</center>-->
  
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13) Click the '''Template''' button which accesses the current '''Template Properties''' form.
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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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14) Assure that the '''Template Properties''' form type is '''Single Project Gantt Chart - Detailed''' or a '''Template Properties''' form of your own that is '''equivalent''' as used in this example shown below:
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==Updating Charts Created from Multiple Projects in a Single Microsoft Excel Source Plan==
  
−
<center>[[File:P70-8_2_1-(1)-05132020.png]]</center>
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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.
−
<!--<center>P70-8_2_1-(1)-05132020.png</center>-->
+
  
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15) At the '''Advanced''' tab, check the '''Safely combine tasks from different files''' checkbox '''ON''' as shown above.
+
<center>
 +
{| class="wikitable"
 +
| [[REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 7.0 | REPLACING a Snapshot via Push Update - OnePager Express Desktop]] <!--7.14.2-70-->
 +
|-
 +
| [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70-->
 +
|}
 +
</center>
  
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16) This setting allows you to '''import multiple''' standalone Microsoft Project '''source plans'''.   
+
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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17) If you do not check this checkbox '''ON''', OnePager may confuse tasks from one Microsoft Project '''source plan''' with tasks from another when the tasks have the same '''UniqueID'''.
+
<center>[[File:X70-8_3_1-70-(6)-08272019.png]]</center>
 +
<!--<center>X70-8_3_1-70-(6)-08272019.png</center>-->
  
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===Making Adjustments to Rows and Swimlanes===
+
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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18) With the '''Template Properties''' form used previously, go to the '''Template Properties''' form’s '''Rows/Swimlanes''' tab shown below.
+
−
 
+
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19) Ensure that you are '''grouping''' and '''labeling''' the '''swimlane level''' by the '''Project Name'''.
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+
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20) This step is optional, it is strongly recommended.
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+
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<center>[[File:P70-8_2_1-(2)-05132020.png]]</center>
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<!--<center>P70-8_2_1-(2)-05132020.png</center>-->
+
−
 
+
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21) Now click the '''Save and use''' or '''Use''' button to make this '''Template Properties''' form the current '''Template Properties''' form to support creating a '''multi-project''' chart.
+
−
 
+
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22) Once you’ve '''saved''' the '''Template Properties''' form, the next series of steps below involve accessing the separate Microsoft Project '''source plans''' that we intend to use for our '''multi-project''' chart.
+
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+
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===Load the First Microsoft Project Source Plan===
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+
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23) With Microsoft Project already launched, use the '''Files''' controls in Microsoft Project to load the first Microsoft Project '''source plan''' as shown here:
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+
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<center>[[File:P70-8_2_1-(3)-05132020.png]]</center>
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<!--<center>P70-8_2_1-(3)-05132020.png</center>-->
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+
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24) When you click the '''Open''' button on the form above, Microsoft Project loads the '''source plan''' in the normal manner.
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25)  With the '''first source plan''' loaded, navigate to the Microsoft Project '''Add-ins''' tab and click the '''OnePager Pro''' button to launch OnePager and access the '''OnePager Start''' form.
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+
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26) Now click the '''NEW''' button on the '''OnePager Start''' form to access the OnePager choices ('''OPC''') form as shown here: 
+
−
 
+
−
<center>[[File:P70-8_2_1-70-(4)-08282019.png]]</center>
+
−
<!--<center>P70-8_2_1-70-(4)-08282019.png</center>-->
+
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+
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27) In the illustration above, OnePager Pro already knows the '''name''' of the '''first source plan'''.
+
−
 
+
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28) Complete the remainder of the fields in the '''OPC''' form such as the '''Title of New Chart''' and the '''Snapshot Date''' if applicable.
+
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+
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29) To add the remaining two (2) '''source plans''' used in this example, it is necessary to create a '''source package''' assuring that all three '''source plans''' are included.
+
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+
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30) To do this click on the '''Add/Remove''' button near the top of the '''OPC''' form. 
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+
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31) This action accesses the '''Data source selection''' form where the '''first source plan''' is already present in the grid as shown below:
+
−
 
+
−
<center>[[File:P70-8_2_1-70-(5)-08282019.png]]</center>
+
−
<!--<center>P70-8_2_1-70-(5)-08282019.png</center>-->
+
−
 
+
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===Add the Second Microsoft Project Source Plan to the Source Packet===
+
−
 
+
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32) Using the '''Data source selection''' form, click the '''Add''' button in the form which gives you the option to select a '''recently used source plan''' or to '''BROWSE...'''.
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−
 
+
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33) Select the '''BROWSE...''' option so that you can select the '''second source plan''' for the multi-project''' chart being created.
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−
 
+
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34) Click on the desired '''second source plan''' as shown below and click the '''Open''' button on the form.
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+
−
<center>[[File:P70-8_2_1-(6)-05132020.png]]</center>
+
−
<!--<center>P70-8_2_1-(6)-05132020.png</center>-->
+
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+
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35) This action '''adds''' the '''second source plan''' to the '''source packet''' as shown below in the '''Data source selection''' form after the operation is complete.
+
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+
−
<center>[[File:P70-8_2_1-70-(7)-08282019.png]]</center>
+
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<!--<center>P70-8_2_1-70-(7)-08282019.png</center>-->
+
−
 
+
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===Add the Third Microsoft Project Source Plan to the Source Packet===
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−
 
+
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36) Repeat this exact same process to '''add''' the '''third source plan''' to the '''source packet'''.
+
−
 
+
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37) At the completion of that step the '''Data source selection''' form looks like this:
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+
−
<center>[[File:P70-8_2_1-70-(8)-08282019.png]]</center>
+
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<!--<center>P70-8_2_1-70-(8)-08282019.png</center>-->
+
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+
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38) When the '''OK''' button on the '''Data source selection''' form is clicked, the '''OPC''' form is '''updated''' to show that three '''source plans''' are included in the '''source packet''' as shown below:
+
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+
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<center>[[File:P70-8_2_1-70-(9)-08282019.png]]</center>
+
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<!--<center>P70-8_2_1-70-(9)-08282019.png</center>-->
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===Create the Multi-Project Chart===
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39) Now, go ahead and click the '''Create the new chart''' button on the '''OPC''' form and the resulting chart looks like this:
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<center>[[File:P70-8_2_1-70-(10)-08282019.png]]</center>
+
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<!--<center>P70-8_2_1-70-(10)-08282019.png</center>-->
+
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+
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==Updating Charts Created from Separate Microsoft Project Plans==
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−
 
+
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1) Eventually there is a need to '''update''' your '''multi-project''' chart by either '''adding''' a snapshot or '''replacing''' a snapshot with '''updated''' data. 
+
−
 
+
−
2) To perform either the '''add''' or the '''replace''' snapshot operation, the processes described in the article at: [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70-->
+
−
 
+
−
3) The key to '''updating multi-project''' charts is the proper management of the '''source packet'''. 
+
−
 
+
−
4) Recall that the '''source packet''' contains the file or files that are to be used to either create or '''update''' a chart. 
+
−
 
+
−
5) 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 as shown below:
+
−
 
+
−
<center>[[File:P70-8_2_1-70-(11)-08282019.png]]</center>
+
−
<!--<center>P70-8_2_1-70-(11)-08282019.png</center>-->
+
−
 
+
−
6) Validating the contents of the '''source packet''' and assuring that these are the Microsoft Project '''source plans''' to '''update''' is an essential step before proceeding to perform a '''multi-project'''chart '''update'''.
+
  
 
==Related Links==
 
==Related Links==
  
−
[[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-->
+
[[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-->
  
−
[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70-->
+
[[REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 7.0 | REPLACING a Snapshot via Push Update - OnePager Express Desktop]] <!--7.14.2-70-->
  
−
[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70-->
+
[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70-->
  
−
[[Making Multi-Project Charts from MS Project Integrated Master Schedules for Version 7.0 | Making Multi-Project Charts from MS Project Integrated Master Schedules]] <!--8.1.1-70-->
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(8.3.1-70)
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(8.2.1-70)
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[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:Basic Workflows]]
 
[[Category:Basic Workflows]]
 
[[Category:Multi-Project Formats]]
 
[[Category:Multi-Project Formats]]
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[[Category:Conditional Import Filters]]
 
[[Category:Templates]]
 
[[Category:Templates]]
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[[Category:Conditional Import Filters]]
 
 
[[Category:OnePager Choices Form]]
 
[[Category:OnePager Choices Form]]
 
[[Category:Charts]]
 
[[Category:Charts]]
 
[[Category:Sharing Output]]
 
[[Category:Sharing Output]]
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[[Category:Microsoft Project]]
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[[Category:OnePager Express]]
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[[Category:OnePager Pro]]
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Revision as of 15:24, 12 January 2021

Overview

One of the strength of OnePager Express is its ability to create compact visual representations of multiple projects that are part of a single Microsoft Excel spreadsheet. 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 Microsoft Excel source plan can, therefore, be easily done with the creative selection of Row and Swimlane fields from the Microsoft Excel source plan.

Multi-Project Excel Source Plan in a Single Spreadsheet

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

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

After configuring your Microsoft Excel 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 Microsoft Excel and load the source plan represented in the previous section. Then, launch OPX from Microsoft Excel's Adds-in tab on its tool bar. This action accesses the OnePager Express Start form shown here:

X70-7 2 1-70-(2)-08062019.png

Creating a NEW Chart from a Multi-Project Source Plan

Next, click the NEW button on the OnePager Express 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 Push Update - OnePager Express Desktop
ADDING a Snapshot via Pull Operation - OnePager Express

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 - OnePager Express

REPLACING a Snapshot via Push Update - OnePager Express Desktop

ADDING a Snapshot via Pull Operation - OnePager Express

(8.3.1-70)

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