Difference between revisions of "Testing Article1"

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==Overview==
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==About Page Setup==
  
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'''OPP Desktop''' can connect to '''cloud''' resident databases so that charts and snapshots can be created directly from these '''source plans'''.  The OnePager Pro '''Desktop''' 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 Desktop''', we recommend that you access your '''source plans''' using Microsoft Project Professional rather than through '''OPP Desktop'''.  By doing so, '''OPP''' supports access to multiple '''accounts''', searches of online databases for specific Gantt chart '''source plans''', and online security protocols.  With this access, you are able to  '''Pull''' Microsoft Project '''source plans''' from the '''cloud''' and use the '''OPP Add-in and Desktop''' applications to '''create''', '''update''', and '''open''' charts. 
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The '''Page Setup''' control group on the '''Page Layout''' ribbon tool bar tab provides two (2) controls for:
  
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For more information on '''Pull Operations''', please see the articles at: [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
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:* Selecting from different '''Page size''' (e.g., letter, legal, A4, etc.) and
 +
:* Inserting '''manual page breaks''' when in '''Page Break View mode'''.  
  
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==General Cautions==
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The '''Page Setup''' control group on the '''Page Layout''' ribbon tool bar tab looks like this:
  
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'''OPP Desktop''' supports accessing '''cloud''' resident '''source plans''' without the assistance of Microsoft Project Professional.  Additionally, '''OPP Desktop''' can '''create''', '''update''', and '''open multi-project''' charts from '''source packages''' consisting of more than one Microsoft Project '''source plan'''.
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<center>[[File:P70-8_6_1_2_1-70-(1)-09032019.png]]</center>
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<!--<center>P70-8_6_1_2_1-70-(1)-09032019.png</center>-->
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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-->
+
  
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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 Desktop''' prohibit, 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.
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Each of these controls are described in the subsections below.
  
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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.
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==Page Size Setup==
  
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Please keep these '''cautions''' in mind when constructing '''source packages''' for '''OPP Add-in'''.
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===Page Size Selection===
  
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==Getting Started==
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The '''Page Size''' button is active in all '''View modes'''.  Clicking the '''Page Size''' button accesses the '''Page Size''' dropdown menu where you can change the selection of the '''output page product size'''.  The '''Page Size''' dropdown menu looks like this:
  
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===Launch OnePager Pro Desktop===
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<center>[[File:P70-8_6_1_2_1-70-(2)-09032019.png]]</center>
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<!--<center>P70-8_6_1_2_1-70-(2)-09032019.png</center>-->
  
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Launch the '''OPP Desktop''' application. Then, click the '''NEW''' button on the '''OnePager Pro Start''' form as shown below:
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In the list of '''page sizes''', the '''arrow''' at the bottom of the list (as shown above) and an '''arrow''' at the top of the list are not '''clickable'''.  Rather you can scroll up and down the list by using your '''keyboard up and down arrow buttons'''.
  
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<center>[[File:P70-8_5_1_2-70-(1)-09052019.png]]</center>
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===Printer Selection===
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<!--<center>P70-8_5_1_2-70-(1)-09052019.png</center>-->
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When the OnePager choices '''(OPC''') form appears, click the '''Select''' button which accesses a dropdown menu.  Then, click the '''BROWSE Project Server…''' option as shown below:
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The list of '''page size''' selections is determined from your printer selection made in the '''Page Layout''' tab of the '''Chart Properties''' form or the '''Template Properties''' form.  The setting in the '''Chart Properties''' form is shown below:
  
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<center>[[File:P70-8_5_1_2-70-(2)-09052019.png]]</center>
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<center>[[File:P70-8_6_1_2_1-(3)-05142020.png]]</center>
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<!--<center>P70-8_5_1_2-70-(2)-09052019.png</center>-->
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<!--<center>P70-8_6_1_2_1-(3)-05142020.png</center>-->
  
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===Logging-in to Your Project Server Account===
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Whenever you change printers and the new printer has a different list of '''page sizes''', OnePager adopts that list of '''page sizes''' and display them in the '''Printer choice:''' dropdown menu. Making a change to the '''page size''' selection can have an impact on how the pages appear in the '''output media'''.  The appearance can be easily checked by clicking the '''Print Preview''' button.  The position of '''page breaks''' can also change if a change is made to the '''Page Size''' selection.  Accordingly, '''Page Size''' selection is applied to the '''document’s size''' and OnePager fits the chart to '''fit best''' within that '''document size'''. '''Page Size''' selections made with the '''Page Size''' dropdown menu are independent of '''snapshot'''.  That is, a selection made in any '''snapshot''' is applied to all '''snapshots'''.
  
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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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==Page Breaks==
  
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<center>[[File:P70-8_5_1_2-70-(3)-09052019.png]]</center>
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OnePager supports both '''Vertical and Horizontal Page Breaks'''.  The '''Page Break''' button on the '''Page Layout''' ribbon tool bar tab accesses the '''Page Break''' control options shown below:
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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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<center>[[File:P70-8_6_1_2_1-70-(4)-09032019.png]]</center>
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<!--<center>P70-8_6_1_2_1-70-(4)-09032019.png</center>-->
  
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====Save Password====
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OnePager has the capability to insert '''page breaks''' automatically depending on a number of factors.  '''Page Breaks''' are displayed in the '''Page Break View mode''' as follows:
  
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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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:* '''Automatic page breaks''' are represented by '''dashed gray lines''' and  
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:* '''Manual page breaks''' are represented by '''solid gray lines'''.  
  
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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. 
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The options available under the '''Page Break''' button allow you to:
  
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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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:* '''Insert''' a '''vertical page break''',
 +
:* '''Insert''' a '''horizontal page break''',
 +
:* '''Remove''' all '''inserted page breaks''', and
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:* '''Remove''' all '''page breaks'''.   
  
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====Account Nickname====
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Each of these options are discussed in the three (3) sub-sections that immediately follow.
  
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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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===Insert Vertical Page Breaks===  
  
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===Selecting a Project or Projects from Your Project Server Account===
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When the '''Insert vertical page break''' option is selected, OnePager changes the '''cursor''' to a '''plus''', places a '''dark horizontal line''' in the chart that is responsive to the movement of the mouse, and snaps the '''vertical page break''' to the '''nearest row boundary'''.  Upon left-clicking, the '''vertical page break''' is '''inserted''' as shown below:
  
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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_6_1_2_1-70-(5)-09032019.png]]</center>
 +
<!--<center>P70-8_6_1_2_1-70-(5)-09032019.png</center>-->
  
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<center>[[File:P70-8_5_1_2-70-(4)-09052019.png]]</center>
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After left-clicking, OnePager completes the '''vertical page break insertion''' and the chart looks like this:
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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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<center>[[File:P70-8_6_1_2_1-70-(6)-09032019.png]]</center>
 +
<!--<center>P70-8_6_1_2_1-70-(6)-09032019.png</center>-->
  
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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 scrollable space to display the projects in the account and a '''filtering''' mechanism to assist in searches.
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When you '''add''' a '''vertical page break manually''', the integer in the '''Height''' window is increased by one (1). Likewise, when '''add''' a '''horizontal page break manually''', the integer in the '''Width''' window is increased by one (1).  Removing '''manual page breaks''' does not decrease these numbers back to their previous values in all cases.  In these situations, you can manually reset these numbers back to their desired values.  '''Note''' that setting these numbers to '''lower values''' can cause some or all of the '''manual or automatic page breaks''' to be '''deleted''', with '''automatic page breaks''' being '''deleted''' first. If the '''Height''' and '''Width''' window settings in the '''Document Fitting''' group of the '''Page Layout''' tab are either or both set to '''Automatic''', OnePager makes changes to the number of '''pages''' in order to retain the '''aspect ratio''' of the document.  An example is provided below, where the '''Height''' and '''Width''' settings are '''Automatic''', the original number of '''pages''' was determined to be four (4) and you inserted a '''vertical page break''' as in the previous example:
  
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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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<center>[[File:P70-8_6_1_2_1-70-(7)-09032019.png]]</center>
 +
<!--<center>P70-8_6_1_2_1-70-(7)-09032019.png</center>-->
  
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===Using the Automatically Connect Checkbox===
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Looking at the above chart in '''Print Preview''' view mode, the '''pages''' are configured as shown below:
  
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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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<center>[[File:P70-8_6_1_2_1-70-(8)-09032019.png]]</center>
 +
<!--<center>P70-8_6_1_2_1-70-(8)-09032019.png</center>-->
  
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===Connecting to your Project Server Account Projects===
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===Insert Horizontal Page Breaks===  
  
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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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The procedure and conventions applicable to the '''insertion''' of a '''vertical page break''' applies as well to the '''insertion''' of the '''horizontal page break'''.  When '''inserting''' a '''horizontal page break''', the '''cursor''' is changed to a '''plus''' sign, and a '''vertical line''' is moved from left to right, snapping at smallest '''time unit''' on the '''time axis''' as shown below:
  
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<center>[[File:P70-8_5_1_2-70-(5-1)-09052019.png]]</center>
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<center>[[File:P70-8_6_1_2_1-70-(9)-09032019.png]]</center>
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<!--<center>P70-8_5_1_2-70-(5-1)-09052019.png</center>-->  
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<!--<center>P70-8_6_1_2_1-70-(9)-09032019.png</center>-->
  
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There are three groups of controls in the '''Choose what to import''' form:
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After left-clicking, OnePager completes the '''horizontal page break insertion''' and the chart looks like this:
  
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====Select Account====
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<center>[[File:P70-8_6_1_2_1-70-(10)-09032019.png]]</center>
 +
<!--<center>P70-8_6_1_2_1-70-(10)-09032019.png</center>-->
  
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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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When the '''horizontal page break insertion''' action is completed, the resulting chart looks like this in '''Print Preview view mode''':
  
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====Connect to Source====
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<center>[[File:P70-8_6_1_2_1-70-(11)-09032019.png]]</center>
 +
<!--<center>P70-8_6_1_2_1-70-(11)-09032019.png</center>-->
  
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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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===Removing Page Breaks===
  
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<center>
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There are two (2) options available for '''removing page breaks''' from the chart:
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{| class="wikitable"
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! style="text-align: center; font-weight: bold;" | Message
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! style="font-weight: bold;" | Meaning
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|-
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|
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'''Need login account'''
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|
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Cannot login because user has not created a login account.&nbsp; Press the Add button to create an account.&nbsp;&nbsp; If the Add button is not showing, press the Change button first.
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|-
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|
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'''Unable to connect'''
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|
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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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:* '''Removing all page breaks''' and  
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:* '''Removing manually inserted page breaks'''.
  
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====Choose Projects====
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These options are shown below:
  
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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'''. '''Scroll-Down the List'''.  Scroll down the list until you find the project or projects to import.  Select the project or projects desired by clicking on them.  Click the '''OK''' button at the bottom of the form.
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<center>[[File:P70-8_6_1_2_1-70-(12)-09032019.png]]</center>
 +
<!--<center>P70-8_6_1_2_1-70-(12)-09032019.png</center>-->
  
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<center>[[File:P70-8_5_1_2-70-(6)-09052019.png]]</center>
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The '''Remove all inserted page breaks''' option '''removes''' all '''manually inserted page breaks''' both '''horizontal''' and '''vertical''' if present in the chart. '''Removing''' all '''manual page breaks''' by this method can still leave some '''automatic page breaks''' depending on the '''document size''' and how the '''automatic page number''' selections are made for the '''Width''' and '''Height''' values. The '''Remove all page breaks''' option '''removes all manual page breaks''' previously '''inserted''' as well as '''all automatically inserted page breaks'''. The '''values''' for the '''Width''' and '''Height''' are reset back to one (1). The '''Chart Editor''' remains in '''Page Break view mode''' after either of these two options are exercised in the chart.
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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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===Moving a Vertical or Horizontal Page Break===  
  
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<center>[[File:P70-8_5_1_2-70-(7)-09052019.png]]</center>
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You can change in the location of '''page breaks''' by using the mouse to '''drag and drop''' them. This is done by first moving the mouse over the '''page break''' where it changes shape to a '''double-pointed arrow''' as shown below:
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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.
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<center>[[File:P70-8_6_1_2_1-70-(13)-09032019.png]]</center>
 +
<!--<center>P70-8_6_1_2_1-70-(13)-09032019.png</center>-->
  
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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 Desktop with Server Resident Project Plans for Version 7.0#Troubleshooting | Troubleshooting]] <!--8.5.1.2-70--> section of this article.
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With the '''double-pointed arrow''' positioned over the '''page break''', hold down the mouse left-click button and move the selected '''horizontal page break''' to the '''left or right''' or move the selected '''vertical page break''' '''up or down''' as shown here for the '''horizontal page break''' selected in the illustration above:
  
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==Creating NEW Charts==
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<center>[[File:P70-8_6_1_2_1-70-(14)-09032019.png]]</center>
 +
<!--<center>P70-8_6_1_2_1-70-(14)-09032019.png</center>-->
  
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Upon completing the project '''source plan''' selection process, click the '''OK''' button at the bottom of the '''Choose what to import''' form and the '''OPC''' form is updated to show the '''source plans''' selected, as shown below:
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When the left-click mouse button is released, the the cursor returns to its '''normal shape''' and the '''page break''' is snapped into the closest position consistent with the type of '''page break''' as shown below for a '''horizontal page break''':
  
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<center>[[File:P70-8_5_1_2-70-(8)-09052019.png]]</center>
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<center>[[File:P70-8_6_1_2_1-70-(15)-09032019.png]]</center>
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<!--<center>P70-8_5_1_2-70-(8)-09052019.png</center>-->
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<!--<center>P70-8_6_1_2_1-70-(15)-09032019.png</center>-->
  
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As with any set of project '''source plans''', you can examine and manipulate them by clicking on the '''Add/Remove''' button shown above which brings up the '''Data source selection''' form. By clicking the '''Create new chart''' button in the '''OPC''' form above '''OPP Desktop''' directly accesses the '''cloud''' resident '''source plan''' and create the desired chart that looks like this:
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'''Page Break View mode''' is the only '''mode''' in which you can interact with '''page breaks''' on the screen.
  
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<center>[[File:P70-8_5_1_1-70-(11)-09052019.png]]</center>
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===Changing the Number of Pages for Width and Height===
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<!--<center>P70-8_5_1_1-70-(11)-09052019.png</center>-->
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The new chart can be '''edited''', '''saved''', or '''shared''' as required.
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You can also change the number of '''pages''' desired in the '''vertical''' and '''horizontal''' directions by '''manually changing''' the numeric values in the '''Document Fitting''' control group's '''Width''' and/or '''Height''' value widows and illustrated below for the '''Width''' window: 
  
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==UPDATING Charts from Project Server==
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<center>[[File:P70-8_6_1_2_1-70-(16)-09032019.png]]</center>
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<!--<center>P70-8_6_1_2_1-70-(16)-09032019.png</center>-->
  
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===Create the Updated Chart===
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Accessing either the '''Width''' or the '''Height''' windows displays the '''page number options'''.  Making a selection with your mouse immediately changes the '''page number''' setting and the '''Chart Editor''' is updated to show the '''automatic page breaks''' created as a result of the action. For more information concerning the use of the controls in the '''Document Fitting''' control group of the '''Page Layout''' tab, please see this article:  [[Document Fitting for Version 7.0 | Document Fitting]] <!--8.6.1.2.2-70-->
  
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Since the chart is associated with a '''source plan''' and '''OPP Add-in''' knows the '''path name''' to access that ''' source plan''', '''OPP Desktop''' 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 9/30/2019, '''OPP Desktop''' creates a new snapshot with this date as shown below:
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The capability to '''insert manual vertical and horizontal page breaks''', in combination with the '''Page Size''' dropdown lists, provides extremely fine control over the '''final output media''' whether that '''output media''' is destin for a printer, is copied to some other application, or rendered as an image.
  
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<center>[[File:P70-8_5_1_1-70-(14)-09052019.png]]</center>
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==Copying Pages to the Clipboard==
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<!--<center>P70-8_5_1_1-70-(14)-09052019.png</center>-->
+
  
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The updated chart can be '''edited''', '''saved''', or '''shared''' as required.
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In a '''multi-page''' chart you have options available to '''copy''' the chart or '''portions''' of the chart to the Windows '''clipboard'''. The three (3) options available are:
  
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===Updates to Charts from Microsoft Project Server or Online Sources===
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:* '''Copy an entire document''' to the Windows clipboard,
 +
:* '''Copy the current page''' (where the '''current page''' is the '''last clicked page''' in a multi-page chart, or to
 +
:* '''Copy a specific page number'''.
  
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The '''OPP Desktop''' application supports '''Pull''' and '''Push''' '''updates''' from Microsoft Project Server or Project Online '''source plans'''. You can perform any '''update''' from Microsoft Project Server '''source plans''' using either the '''Pull''' or '''Push''' operations available for '''OPP''' version 7.0.
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These features are explained in the article and section at this link: [[Sharing via Other Applications (e.g., PowerPoint) for Version 7.0#Copy & Paste | Copy & Paste]] <!--23.2.2.1-70-->
−
 
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==Sharing Charts Created from the Cloud==
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−
 
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'''OPP Desktop''' 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:
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<center>
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{| class="wikitable"
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| [[Managing Chart Data for Version 7.0 | Managing Chart Data]] <!--23.0.1-70-->
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|-
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| [[Sharing Charts for Version 7.0 (Portal) | Sharing Charts (Portal)]] <!--23.2.1-70-->
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|}
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</center>
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==Disconnecting from Microsoft Project Server==
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Your individual installation of Microsoft Project Server or Project Online probably has procedures for '''disconnecting''' from these applications.  We also recommend using these installation specific procedures to assure proper '''disconnection/log out''' from these applications. We recommend that when using Microsoft Project Server or Project Online with OnePager Pro '''Desktop''' that you make sure that OnePager Pro '''Desktop''' is closed at the end of your session and any instances of Microsoft Project Server or Project Online are also closed to assure that OnePager Pro '''Add-in''' is '''disconnected/logged off'''. The steps provided below can be used to '''disconnect/log off''' from Microsoft Project Server or Project Online from OnePager Pro '''Desktop'''.
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To '''Disconnect''' from your Microsoft Project Server cloud files which is essentially the same as '''logging off''' from the OnePager '''Chart Editor''' first click the OnePager ribbon's '''Data''' 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:
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<center>[[File:P70-8_5_1_1-70-(15)-09112019.png]]</center>
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<!--<center>P70-8_5_1_1-70-(15)-09112019.png</center>-->
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Clicking the '''Add''' button accesses the dropdown menu as shown below:
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<center>[[File:P70-8_5_1_1-70-(16)-09112019.png]]</center>
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<!--<center>P70-8_5_1_1-70-(16)-09112019.png</center>-->
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Clicking the '''BROWSE Project Server ...''' option accesses the '''Choose what to import''' form which can initially look like this:
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<center>[[File:P70-8_5_1_1-70-(18A)-09112019.png]]</center>
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<!--<center>P70-8_5_1_1-70-(18A)-09112019.png</center>-->
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To expand the '''Choose what to import''' form to see the '''Connect to Source''' control group, click the '''Change''' button, shown above, which expands the form. Clicking the '''Disconnect''' button '''disconnects''' or '''logs off''' from your Microsoft Project Server account as shown here:
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<center>[[File:P70-8_5_1_1-70-(17)-09112019.png]]</center>
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<!--<center>P70-8_5_1_1-70-(17)-09112019.png</center>-->
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Clicking the '''Disconnect''' button '''closes''' the connection and afterward the '''Choose what to import''' form looks like this:
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<center>[[File:P70-8_5_1_1-70-(18)-09112019.png]]</center>
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<!--<center>P70-8_5_1_1-70-(18)-09112019.png</center>-->
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'''Disconnecting''' OnePager Pro '''Desktop''' 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.
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==Troubleshooting==
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Please refer to these two '''Frequently Asked Questions''' if you are having issues:
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<center>
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{| class="wikitable"
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| [https://www.onepager.com/support/faq.php?id=79 Updating OnePager with a Project Online or Project Server 2016/2019 plan]
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|-
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| [https://www.onepager.com/support/faq.php?id=96 Can't Connect to Project Online/Project Server to Update a OnePager Report]
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|-
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| [https://www.onepager.com/support/faq.php?id=117 Importing Enterprise Custom Fields from Project Server and Project Online]
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| [https://www.onepager.com/support/faq.php?id=151 Migrating from Project Server to Project Online]
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|}
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</center>
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==Related Links==
 
==Related Links==
  
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[[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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[[Document Fitting for Version 7.0 | Document Fitting]] <!--8.6.1.2.2-70-->
  
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[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
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[[Sharing via Other Applications (e.g., PowerPoint) for Version 7.0 | Sharing via Other Applications (e.g., PowerPoint)]] <!--23.2.2.1-70-->
  
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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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(8.6.1.2.1-70)
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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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[[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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[[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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[[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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[[Opening an EXISTING Chart - OnePager Pro Desktop for Version 7.0 | Opening an EXISTING Chart - OnePager Pro Desktop]] <!--7.5.2-70-->
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(8.5.1.2-70)
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[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:Desktop]]
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[[Category:Getting Started with Version 7.0]]
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[[Category:Basic Workflows]]
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[[Category:Core Concepts]]
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[[Category:Multi-Project Formats]]
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[[Category:Page Layout]]
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[[Category:Enterprise Integration]]
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[[Category:Editing the Chart]]
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[[Category:Microsoft Project Server Accounts]]
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[[Category:OnePager Choices Form]]
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[[Category:Charts]]
 
[[Category:Charts]]
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[[Category:Editing the Chart]]
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[[Category:Print]]
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[[Category:Templates]]
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[[Category:Multi-Page Output]]
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[[Category:Sharing Output]]
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[[Category:Microsoft Project]]
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[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 +
[[Category:OnePager Express]]

Revision as of 16:24, 12 January 2021

About Page Setup

The Page Setup control group on the Page Layout ribbon tool bar tab provides two (2) controls for:

  • Selecting from different Page size (e.g., letter, legal, A4, etc.) and
  • Inserting manual page breaks when in Page Break View mode.

The Page Setup control group on the Page Layout ribbon tool bar tab looks like this:

P70-8 6 1 2 1-70-(1)-09032019.png

Each of these controls are described in the subsections below.

Page Size Setup

Page Size Selection

The Page Size button is active in all View modes. Clicking the Page Size button accesses the Page Size dropdown menu where you can change the selection of the output page product size. The Page Size dropdown menu looks like this:

P70-8 6 1 2 1-70-(2)-09032019.png

In the list of page sizes, the arrow at the bottom of the list (as shown above) and an arrow at the top of the list are not clickable. Rather you can scroll up and down the list by using your keyboard up and down arrow buttons.

Printer Selection

The list of page size selections is determined from your printer selection made in the Page Layout tab of the Chart Properties form or the Template Properties form. The setting in the Chart Properties form is shown below:

P70-8 6 1 2 1-(3)-05142020.png

Whenever you change printers and the new printer has a different list of page sizes, OnePager adopts that list of page sizes and display them in the Printer choice: dropdown menu. Making a change to the page size selection can have an impact on how the pages appear in the output media. The appearance can be easily checked by clicking the Print Preview button. The position of page breaks can also change if a change is made to the Page Size selection. Accordingly, Page Size selection is applied to the document’s size and OnePager fits the chart to fit best within that document size. Page Size selections made with the Page Size dropdown menu are independent of snapshot. That is, a selection made in any snapshot is applied to all snapshots.

Page Breaks

OnePager supports both Vertical and Horizontal Page Breaks. The Page Break button on the Page Layout ribbon tool bar tab accesses the Page Break control options shown below:

P70-8 6 1 2 1-70-(4)-09032019.png

OnePager has the capability to insert page breaks automatically depending on a number of factors. Page Breaks are displayed in the Page Break View mode as follows:

  • Automatic page breaks are represented by dashed gray lines and
  • Manual page breaks are represented by solid gray lines.

The options available under the Page Break button allow you to:

  • Insert a vertical page break,
  • Insert a horizontal page break,
  • Remove all inserted page breaks, and
  • Remove all page breaks.

Each of these options are discussed in the three (3) sub-sections that immediately follow.

Insert Vertical Page Breaks

When the Insert vertical page break option is selected, OnePager changes the cursor to a plus, places a dark horizontal line in the chart that is responsive to the movement of the mouse, and snaps the vertical page break to the nearest row boundary. Upon left-clicking, the vertical page break is inserted as shown below:

P70-8 6 1 2 1-70-(5)-09032019.png

After left-clicking, OnePager completes the vertical page break insertion and the chart looks like this:

P70-8 6 1 2 1-70-(6)-09032019.png

When you add a vertical page break manually, the integer in the Height window is increased by one (1). Likewise, when add a horizontal page break manually, the integer in the Width window is increased by one (1). Removing manual page breaks does not decrease these numbers back to their previous values in all cases. In these situations, you can manually reset these numbers back to their desired values. Note that setting these numbers to lower values can cause some or all of the manual or automatic page breaks to be deleted, with automatic page breaks being deleted first. If the Height and Width window settings in the Document Fitting group of the Page Layout tab are either or both set to Automatic, OnePager makes changes to the number of pages in order to retain the aspect ratio of the document. An example is provided below, where the Height and Width settings are Automatic, the original number of pages was determined to be four (4) and you inserted a vertical page break as in the previous example:

P70-8 6 1 2 1-70-(7)-09032019.png

Looking at the above chart in Print Preview view mode, the pages are configured as shown below:

P70-8 6 1 2 1-70-(8)-09032019.png

Insert Horizontal Page Breaks

The procedure and conventions applicable to the insertion of a vertical page break applies as well to the insertion of the horizontal page break. When inserting a horizontal page break, the cursor is changed to a plus sign, and a vertical line is moved from left to right, snapping at smallest time unit on the time axis as shown below:

P70-8 6 1 2 1-70-(9)-09032019.png

After left-clicking, OnePager completes the horizontal page break insertion and the chart looks like this:

P70-8 6 1 2 1-70-(10)-09032019.png

When the horizontal page break insertion action is completed, the resulting chart looks like this in Print Preview view mode:

P70-8 6 1 2 1-70-(11)-09032019.png

Removing Page Breaks

There are two (2) options available for removing page breaks from the chart:

  • Removing all page breaks and
  • Removing manually inserted page breaks.

These options are shown below:

P70-8 6 1 2 1-70-(12)-09032019.png

The Remove all inserted page breaks option removes all manually inserted page breaks both horizontal and vertical if present in the chart. Removing all manual page breaks by this method can still leave some automatic page breaks depending on the document size and how the automatic page number selections are made for the Width and Height values. The Remove all page breaks option removes all manual page breaks previously inserted as well as all automatically inserted page breaks. The values for the Width and Height are reset back to one (1). The Chart Editor remains in Page Break view mode after either of these two options are exercised in the chart.

Moving a Vertical or Horizontal Page Break

You can change in the location of page breaks by using the mouse to drag and drop them. This is done by first moving the mouse over the page break where it changes shape to a double-pointed arrow as shown below:

P70-8 6 1 2 1-70-(13)-09032019.png

With the double-pointed arrow positioned over the page break, hold down the mouse left-click button and move the selected horizontal page break to the left or right or move the selected vertical page break up or down as shown here for the horizontal page break selected in the illustration above:

P70-8 6 1 2 1-70-(14)-09032019.png

When the left-click mouse button is released, the the cursor returns to its normal shape and the page break is snapped into the closest position consistent with the type of page break as shown below for a horizontal page break:

P70-8 6 1 2 1-70-(15)-09032019.png

Page Break View mode is the only mode in which you can interact with page breaks on the screen.

Changing the Number of Pages for Width and Height

You can also change the number of pages desired in the vertical and horizontal directions by manually changing the numeric values in the Document Fitting control group's Width and/or Height value widows and illustrated below for the Width window:

P70-8 6 1 2 1-70-(16)-09032019.png

Accessing either the Width or the Height windows displays the page number options. Making a selection with your mouse immediately changes the page number setting and the Chart Editor is updated to show the automatic page breaks created as a result of the action. For more information concerning the use of the controls in the Document Fitting control group of the Page Layout tab, please see this article: Document Fitting

The capability to insert manual vertical and horizontal page breaks, in combination with the Page Size dropdown lists, provides extremely fine control over the final output media whether that output media is destin for a printer, is copied to some other application, or rendered as an image.

Copying Pages to the Clipboard

In a multi-page chart you have options available to copy the chart or portions of the chart to the Windows clipboard. The three (3) options available are:

  • Copy an entire document to the Windows clipboard,
  • Copy the current page (where the current page is the last clicked page in a multi-page chart, or to
  • Copy a specific page number.

These features are explained in the article and section at this link: Copy & Paste

Related Links

Document Fitting

Sharing via Other Applications (e.g., PowerPoint)

(8.6.1.2.1-70)

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