Difference between revisions of "Testing Article1"

From OnePager Documentation
Jump to: navigation, search
Line 1: Line 1:
−
==About Template Properties Form Only Features==
+
==About Using Enterprise Custom Fields==
  
−
Because the '''Template Properties''' and '''Chart Properties''' forms are similar, this article only covers the areas of the '''Template Properties''' form that are different from the '''Chart Properties''' form.  
+
OnePager Pro ('''OPP''') offers access to Microsoft Project Server’s Enterprise Custom Fields ('''ECF''').  You can use these fields to determine '''swimlanes, colors, flagging of tasks, and other properties'''.
  
−
For more information on '''Template Properties''' and '''Chart Properties''' forms, please see the articles at: [[Core Concepts for OnePager 7.0 (Portal) | Core Concepts (Portal)]] <!--4.0.1-70--> and [[Templates versus Charts for Version 7.0 | Templates versus Charts]] <!--4.3.1-70-->
+
For some basic information on Microsoft Project Server's Enterprise Custom Fields, please see the website article at: [https://www.onepager.com/tips/project-online/create-enterprise-custom-field-pwa.html Create a new enterprise custom field in Project Server or Project Online]
  
−
You should familiarize yourself with the '''Chart Properties''' form before reading this article.
+
This article covers how to log-in to your Microsoft Project Server accounts and how to access your '''ECF''' data through '''OPP's Template Properties''' form.
  
−
For more information on the '''Chart Properties''' form, please see the article at:  [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
+
==Logging-in to Your Microsoft Project Server Account from Microsoft Project Professional==
  
−
==A Few Words On Template Properties Forms==
+
You can '''always''' log-in to your Microsoft Project Server account from Microsoft Project.  Once you are logged-in, you can follow the steps below from that point, where OnePager Pro ('''OPP''') is launched, and access the  '''Template Properties''' form to access your '''ECF''' data.
  
−
===Permanent Template Properties Forms===
+
===Logging-in to Your Microsoft Project Server Account through the OnePager Pro Add-in===
  
−
Chronicle Graphics, Inc. ships OnePager Express ('''OPX''') with one pre-defined '''permanent Template Properties''' form that you cannot accidentally '''delete'''.
+
Logging-in to your Microsoft Project Server Account can also be done directly from the '''OPP Add-in''' application.
  
−
The '''permanent Template Properties''' form has the word '''Permanent''' in its name.  The '''permanent Template Properties''' form cannot be modified hence all the control features on each tab are '''disabled'''.
+
Launch Microsoft Project Professional and load the Microsoft Project '''source plan''' desired from its storage location.
  
−
===Metric Versus Non-Metric===
+
Click the '''Template Properties''' button on the Microsoft Project '''Add-in''' tab which accesses the '''OPP Template Properties''' form shown below:
  
−
Within a '''Template Properties''' form there are settings which are '''distance measures''' that must be considered when building the chart. These include the '''height''' of individual '''rows''', the '''height''' of the '''percent-complete bar''' within a task bar, and the like.  
+
<center>[[File:P70-24_3_1-70-(1)-12022020.png]]</center>
 +
<!--<center>P70-24_3_1-70-(1)-12022020.png</center>-->
  
−
OnePager supports two measurement conventions:  (1) English ('''inches''') and (2) Metric ('''centimeters''').  For convenience, you can identify a '''Metric''' based '''Template''' form because the word '''(metric)''' is included in the title.  And these two sets of '''Template Properties''' forms are separated by default into '''English''' and a '''Metric sub-folder''' of the default '''Templates''' folder.
+
The bottom of the form above contains the '''Get Enterprise Custom Fields''' checkbox and the window used in conjunction with the '''Change''' button that helps you to access and manage your Microsoft Project Server Accounts. This method does not apply when using the OnePager Pro '''Desktop''' application.
  
−
==Template Properties Form's Main Tab==
+
===Accessing Your Microsoft Project Server’s Enterprise Custom Fields - OnePager Pro Add-in===
  
−
The '''Main''' tab of the '''Template Properties''' form differs slightly from the '''Chart Properties''' form.  The '''Template Properties''' form does not have entry controls for the '''Start date''', '''End date''', '''Title''', because '''dates''' are systematically produced by OnePager based on the earliest '''start date''' and '''latest finish dates''' in your '''source plan''' data.  The '''Title''' is something you designate as you '''create the new''' chart with the OnePager choices ('''OPC''') form.
+
When you check the '''Get Enterprise Custom Fields''' checkbox to '''ON''', OnePager checks to see if it is already logged-in to your Microsoft Project Server account.  If so, the '''ECF''' data are loaded into the '''Template Properties''' form’s dropdown list of fields as shown below:
  
−
<center>[[File:X70-24_2_1-70-(1)-12012020.png]]</center>
+
<center>[[File:P70-24_3_1-70-(7)-12022020.png]]</center>
−
<!--<center>X70-24_2_1-70-(1)-12012020.png</center>-->
+
<!--<center>P70-24_3_1-70-(7)-12022020.png</center>-->
  
−
The '''Colors''' control group provides access to the '''Color Palette''' controls for '''creating''' and '''editing Color Palettes'''.  Additionally, the '''Colors''' control group contains all the controls for setting the '''Chart Background''' and access to the '''Set line properties''' form and its sub-tabs through the '''Borders, frames, and time-cursor properties''' button shown here:
+
If OnePager is not already logged-in, '''OPP Add-in''' attempts to log-in using the '''URL''' for whatever Microsoft Project Server account Microsoft Project is connected to.  If OnePager finds that Microsoft Windows has stored '''default credentials''' for Microsoft Project to log-in to Microsoft Project Server, OnePager attempts to use these '''credentials''' without prompting you and without ever actually knowing the username and password. If successful, OnePager '''creates''' a OnePager log-in account with just the '''URL''' but with no username and password.
  
−
<center>[[File:X70-24_2_1-70-(2)-12012020.png]]</center>
+
<center>[[File:P70-24_3_1-70-(3)-12022020.png]]</center>
−
<!--<center>X70-24_2_1-70-(2)-12012020.png</center>-->
+
<!--<center>P70-24_3_1-70-(3)-12022020.png</center>-->
  
−
The controls for '''Row Borders''' can be found in the '''Template Properties''' form's '''Rows/Swimlanes''' tab at each of the three '''sub-tabs''' in the '''Swimlanes''' control group.  For more information on '''Row Borders''', please see the article at: [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70-->
+
Once OnePager connects to your Microsoft Project Server server account, it retrieves the '''ECF''' data and displays a success message, '''Added Enterprise Custom Fields''', as shown here:
  
−
The '''Task Selection''' control group provides a convenient place in the '''Template Properties''' form for you to preset the method you want to use for '''importing''' task/milestone information from your Microsoft Excel '''source plan'''.
+
<center>[[File:P70-24_3_1-70-(4)-12022020.png]]</center>
 +
<!--<center>P70-24_3_1-70-(4)-12022020.png</center>-->
  
−
==Template Properties Form's Time Axis Tab==
+
The '''ECF''' data are now loaded into the dropdown lists as shown above.
  
−
The '''Time Axis''' tab provides additional '''Time Axis creation''' and '''editing''' capabilities and to '''centralize all time axis''' related controls at one '''Template Properties''' form tab.  
+
You can now select the '''ECF''' for various purposes such as for controlling '''(1) rows/swimlane organization, (2) selection of task bar/milestone symbol colors, or (3) Field Mappings selections''' on the '''Template Properties''' form's '''Advanced''' tab.  When you click the '''Save and use''' button, the action makes the '''Template Properties''' form with the '''ECF''' data the '''current Template Properties''' form.  It now can be used to create a '''NEW''' chart or '''UPDATE/OPEN''' an existing one.  
  
−
The same intent is true for the '''Chart Properties''' form's '''Time Axis''' tab.  The '''Time Axis''' tab for the OnePager Express '''Template Properties''' form is shown below:.
+
When a new chart is '''created''' using the desired '''ECF''' information, you can '''open''' the chart, access the '''Chart Properties''' form, and make '''edits''' to the row/swimlane organization as described above by selecting the desired '''ECF''' now available.  As a '''note''', other '''ECF’s''' are not available to you unless you already included them in some mapping in the original '''Template Properties''' form.
  
−
<center>[[File:X70-24_2_1-70-(3)-12012020.png]]</center>
+
For more information on the '''Field Mappings Tab'''. please see the article at:  [[Template Only Features for Version 7.0 (OnePager Pro) | Template Only Features for OnePager Pro]] <!--24.1.1-70-->
−
<!--<center>X70-24_2_1-70-(3)-12012020.png</center>-->
+
  
−
The controls in the '''Time Axis''' tab are identical to those in the '''Chart Properties''' form's '''Time Axis''' tab.  For more information on the '''Time Axis''' tab, please see the article at  [[Modifying the Time Axis for Version 7.0 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-70-->
+
A similar approach using the '''OPP Add-in''' application can be used to '''UPDATE''' a chart build with '''ECF’s'''.  The '''note''' in the previous paragraph also applies.
  
−
==Template Properties Form's Rows/Swimlanes Tab==
+
===Suspending the Use of Enterprise Custom Fields===
  
−
The '''Rows/Swimlanes''' tab provides additional '''Rows/Swimlanes creation''' and '''editing''' capabilities and '''centralizes all rows and swimlanes''' related controls at one '''Template Properties''' form tab.  The same intent is true for the '''Chart Properties''' form's '''Time Axis''' tab.  The '''Rows/Swimlanes''' tab for the OnePager Express '''Template Properties''' form is shown below:
+
To '''suspend''' the use of '''Enterprise Custom Fields''', uncheck the '''Get Enterprise Custom Fields''' checkbox to '''OFF''' and click '''Save and use''' on the '''Template Properties''' form.  This action '''removes''' the '''ECF’s''' from the '''Template Properties''' form's dropdown lists so that '''creating and updating''' charts can take place with these '''Template Properties''' forms without the '''ECF’s'''.
  
−
<center>[[File:X70-24_2_1-70-(4)-12012020.png]]</center>
+
==Logging-in to Your Microsoft Project Server Account through the OnePager Pro Desktop==
−
<!--<center>X70-24_2_1-70-(4)-12012020.png</center>-->
+
  
−
For more information on the '''Rows/Swimlanes''' tab, please see the articles at: [[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70-->
+
Logging-in to your Microsoft Project Server Account can also be done from the OnePager Pro '''Desktop''' application as well as the '''Add-in''' application.
  
−
==Template Properties Form's Task Links Tab==
+
To do this, launch '''OPP''' from the '''Desktop icon'''.  The log-in is performed in the '''Template Properties''' form.  You can access the '''Template Properties''' form for the '''OPP Desktop''' application by clicking the '''File''' tab on the ribbon and then clicking the '''Options''' tab.  This accesses the '''OnePager Options''' page where you’ll find the '''Template''' button in the lower right of the page.  Clicking the '''Template''' button which accesses the '''Template Properties''' form shown below:
  
−
The '''Task Links''' tab is new in OnePager Express provides the capability to preset properties for '''Data-Driven''' and manual '''Task Links''' before a chart is created.
+
<center>[[File:P70-24_3_1-70-(1)-12022020.png]]</center>
 +
<!--<center>P70-24_3_1-70-(1)-12022020.png</center>-->
  
−
<center>[[File:X70-24_2_1-70-(4A)-12012020.png]]</center>
+
===Accessing Your Microsoft Project Server’s Enterprise Custom Fields - OnePager Desktop===
−
<!--<center>X70-24_2_1-70-(4A)-12012020.png</center>-->
+
  
−
Of importance is the '''Show task links''' checkbox in the '''Default Task-Link Formatting''' control group shown above. This checkbox acts as a '''Master Switch''' enabling the '''Task Links''' feature in OnePager Express.
+
Now, check the '''Get Enterprise Custom Fields''' checkbox to '''ON''' and the '''OPP Desktop''' application accesses the log-in form shown below:
  
−
The '''Import predecessors''' checkbox is unchecked or '''OFF''' in OnePager Express distributed '''Template Properties''' forms. This avoids an initial cluttering of the chart if there are a large number of '''dependencies imported''' from the Microsoft Excel '''source plan'''.  This approach also gives you full control over the '''Task Link import''' process from the chart.  The controls in the '''Task Links''' tab are identical to those in the '''Chart Properties''' form's '''Task Links''' tab.
+
<center>[[File:P70-24_3_1-70-(3)-12022020.png]]</center>
 +
<!--<center>P70-24_3_1-70-(3)-12022020.png</center>-->
  
−
For more information on the '''Chart Properties''' form's '''Task Links''' tab, please see the article at: [[Editing Task Links with the Chart Properties Form for OnePager Express for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Express]] <!--19.3.2-70-->
+
Once you enter your '''credentials''', click the '''OK''' button to attempt the '''connection'''.  The '''OPP Desktop''' application logs into your account and download your '''ECF''' information into the '''Template Properties''' form’s dropdown lists as shown below:
  
−
==Template Properties Form's Advanced Template Tab==
+
<center>[[File:P70-24_3_1-70-(7)-12022020.png]]</center>
 +
<!--<center>P70-24_3_1-70-(7)-12022020.png</center>-->
  
−
The '''Advanced''' tab is shown below.  Most of these parameters in the '''Template Properties''' form are identical to those appearing in the '''Chart Properties''' form.
+
When the '''OPP Desktop''' application is launched and running, Microsoft Project is '''not running''' so it is not possible to connect to your Microsoft Project Server account through Microsoft Project.  If the '''OPP Desktop''' application is '''not able to connect''' to the Microsoft Project Server you’ve requested, a message appears at the bottom of the '''Template Properties''' form as shown below:
  
−
<center>[[File:X70-24_2_1-70-(5)-12012020.png]]</center>
+
<center>[[File:P70-24_3_1-70-(8)-12022020.png]]</center>
−
<!--<center>X70-24_2_1-70-(5)-12012020.png</center>-->
+
<!--<center>P70-24_3_1-70-(8)-12022020.png</center>-->
  
−
===Lock Background Checkbox Not Available===
+
Once you are logged-in to your Microsoft Project Server account through the '''OPP Desktop''' application, all features and functions with respect to '''ECF''' are available as if you were using the '''OPP Add-in''' application.
−
 
+
−
In the '''Template Properties Form’s Advanced''' tab there is no '''Lock background''' checkbox in the '''Display options''' group.  This is an option available '''after''' the chart is '''created'''.
+
−
 
+
−
===Configuring Multi-Project Imports===
+
−
 
+
−
One key difference between the '''Template Properties''' form and '''Chart Properties''' form is the ability to use the '''Template''' to configure a '''multi-project''' import. 
+
−
For more information on the '''Merge tasks on snapshot replacement''', please see this section in the article at: [[Template Only Features for Version 7.0 (OnePager Express)#Merge Tasks On Snapshot Replacement | Merge Tasks On Snapshot Replacement]] <!--24.2.1-70-->
+
−
 
+
−
Additional information is available on creating '''Multi-Project''' charts at: 
+
−
 
+
−
<center>
+
−
{| class="wikitable"
+
−
| [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
+
−
|-
+
−
| [[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-->
+
−
|}
+
−
</center>
+
−
 
+
−
===Merge Tasks On Snapshot Replacement===
+
−
 
+
−
Checking this checkbox to '''ON''' puts any charts created with this '''Template Properties''' form into the '''Multi-File-Multi-Project Mode'''.  This mode is specifically designed to support users who want to create '''Multi-Project''' charts from several independent Microsoft Excel '''source plans'''.  It allows OnePager to recognize data as coming from more than one unique file and combine that into your OnePager chart, hence the '''merge''' reference.  This is an '''advanced feature''' and when used, OnePager needs you to create a '''Task ID''' column with '''uniquely numbered task bars and milestone symbols''' that can be '''imported''' from the various Microsoft Excel '''source plans'''.  This is necessary so that OnePager uniquely recognize each '''row''' in each separate file.
+
−
 
+
−
A simple example shows how this checkbox works.  Suppose that the first Microsoft Excel '''source plan''' contains tasks A, B, and C and that the second '''source plan''' contains tasks D, E, and F.  After making a new chart from the first '''source plan''', you open the second Microsoft Excel '''source plan''' and '''update''' the chart in '''Replace Snapshot''' mode.  If the checkbox is checked '''ON''', the chart now contains task shapes A, B, C, D, E, and F.  If the checkbox is not checked, or '''OFF''', the chart now contains only task shapes D, E, and F.  Once you adopted this scheme for the chart being '''created''', it is '''not possible to update''' the chart in the future in the default '''Single-File-Single-Project Mode.
+
−
 
+
−
==Template Properties Form's Field Mappings Tab==
+
−
 
+
−
The new '''Field Mappings '''tab in the '''Template Properties''' form for OnePager Express looks like this:
+
−
 
+
−
<center>[[File:X70-24_2_1-70-(6)-12012020.png]]</center>
+
−
<!--<center>X70-24_2_1-70-(6)-12012020.png</center>-->
+
−
 
+
−
===Basic and Date Mappings===
+
−
 
+
−
OnePager uses '''source fields''' for many purposes : (1) displaying task names, (2) displaying start dates, (3) assigning colors to tasks, and (4) grouping rows into swimlanes.  The use of a '''source field''' for a purpose is called a '''field mapping'''.  The eight (8) dropdown lists above are a set of important '''field mappings''' that are collected in the '''Field Mappings''' tab page.  The other '''field mappings''' are on the '''Rows/Swimlanes''', '''Task Bars''', and '''Milestones''' form tab pages. 
+
−
 
+
−
Some '''field mappings''' (e.g. percent-complete) appear both here and on other '''Template Properties''' form tab pages.  This  '''Field Mappings''' tab in the '''Template Properties''' form is also available in the '''Chart Properties''' form.
+
−
Each dropdown list contains the '''source fields''' that have the correct data type(s) for the  purpose.  For example, in the '''Basic Mappings''' group, the '''Task label''' field dropdown contains only text fields from Microsoft Excel.  And the dropdown lists in the '''Date Mappings''' group contain only Microsoft Excel date fields. 
+
−
 
+
−
These mappings are useful if your standard field usage differs and you want to avoid having to constantly make the changes on the second page of OnePager choices ('''OPC''') form shown below:
+
−
 
+
−
<center>[[File:X70-24_2_1-70-(7)-12012020.png]]</center>
+
−
<!--<center>X70-24_2_1-70-(7)-12012020.png</center>-->
+
−
 
+
−
For more detailed information on the '''Field Mappings''' feature, please see this section in the article at:  [[Field Mappings Tab for OnePager Express for Version 7.0#Basic Mappings | Field Mappings Tab for OnePager Express - Basic Mappings]] <!--21.16.1-70-->
+
−
 
+
−
===Task Bar/Milestone Symbol Identity Mapping===
+
−
 
+
−
The '''Task/Milestone Identity Mapping''' control group lets you select a Microsoft Excel field that can be used to '''uniquely identify''' each task shape.  '''Uniquely identifying each task bar or milestone symbol''' is always important when you plan to '''update''' your chart later on, but you normally do not need to change this '''field mapping''' because the default mapping works just fine.  OnePager uses the '''Unique Id''' field to identify each task in the '''source plan''', enabling preservation of each task bar’s '''color''', '''labeling''', and '''vertical location''' as you '''import new''' or '''modified data''' in '''later updates''' of the chart.
+
−
 
+
−
For '''source plans''' that are Microsoft Excel files, the default mapping is to the Microsoft Excel '''Task ID''' field.  If you opt to change the '''Task ID''' mapping away from these reliable defaults, make sure that the new '''source''' field has a '''unique value''' for each task shape or milestone shape.  Keep in mind that once you '''create''' a chart with a '''Task ID''' mapping, it is '''nearly impossible to change''' your mind about how task bars are to be identified.  Change this mapping away from the '''default only''' if you have a good reason to do so and are sure that the field contains no '''duplicate values'''.  To map an alternate '''Task ID''' field, use the dropdown menu shown in the illustration below:
+
−
 
+
−
<center>[[File:X70-24_2_1-70-(8)-12012020.png]]</center>
+
−
<!--<center>X70-24_2_1-70-(8)-12012020.png</center>-->
+
−
 
+
−
When  changing to an alternate '''Task ID''' field, OnePager Express displays a warning message as follows:
+
−
 
+
−
<center>[[File:X70-24_2_1-70-(9)-12012020.png]]</center>
+
−
<!--<center>X70-24_2_1-70-(9)-12012020.png</center>-->
+
−
 
+
−
For more information on the '''Task/Milestone Identity Mapping''' feature, please see this section in the article at: [[Field Mappings Tab for OnePager Express for Version 7.0#Task/Milestone Identity Mapping | Field Mappings Tab for OnePager Express - Task/Milestone Identity Mapping]] <!--21.16.1-70-->
+
−
 
+
−
===Field Splitting Feature===
+
−
 
+
−
The '''Field Splitting''' control group lets you '''split each task''' into a '''set of nearly-duplicate task shapes''' based upon a '''comma-separated''' list of values in some '''source''' field.   For example, you could '''split a task''' that had three '''Resources''' assigned to it into '''three almost-identical task shapes''' that differ only in their value of '''Resource'''.  Once you '''create''' a chart with '''field splitting''' turned '''On''', it is '''impossible to change''' your mind and go back to '''unsplit''' task shapes for that chart or change to a '''different field for the splitting'''.
+
−
 
+
−
For more information on '''Field Splitting and Parsing Columns''', pleas see the article at:  [[Splitting and Parsing Columns for OnePager Express for Version 7.0 | Splitting and Parsing Columns-OnePager Express]] <!--24.5.1-70-->
+
  
 
==Related Links==
 
==Related Links==
  
−
[[Core Concepts for OnePager 7.0 (Portal) | Core Concepts (Portal)]] <!--4.0.1-70-->
+
[[Templates versus Charts for Version 7.0 | Templates versus Charts]] <!--4.0.1.3-70-->
−
 
+
−
[[Templates versus Charts for Version 7.0 | Templates versus Charts]] <!--4.3.1-70-->
+
−
 
+
−
[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
+
−
 
+
−
[[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-->
+
−
 
+
−
[[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70-->
+
−
 
+
−
[[Editing Task Links with the Chart Properties Form for OnePager Express for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Express]] <!--19.3.2-70-->
+
  
 
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
 
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
  
−
[[Field Mappings Tab for OnePager Express for Version 7.0 | Field Mappings Tab for OnePager Express]] <!--21.16.1-70-->
+
[[Template Only Features for Version 7.0 (OnePager Pro) | Template Only Features for OnePager Pro]]. 24.1.1-70
−
 
+
−
[[Modifying the Time Axis for Version 7.0 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-70-->
+
−
 
+
−
[[Template Only Features for Version 7.0 (OnePager Pro) | Template Only Features-OnePager Pro]] <!--24.1.1-70-->
+
−
 
+
−
[[Splitting and Parsing Columns for OnePager Pro for Version 7.0 | Splitting and Parsing Fields-OnePager Pro]] <!--24.4.1-70-->
+
−
 
+
−
[[Splitting and Parsing Columns for OnePager Express for Version 7.0 | Splitting and Parsing Fields-OnePager Express]] <!--24.5.1-70-->
+
  
−
(24.2.1-70)
+
(24.3.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
−
[[Category:OnePager Choices Form]]
 
−
[[Category:Conditional Formatting]]
 
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
−
[[Category:Task Links]]
 
−
[[Category:Time Axis]]
 
 
[[Category:Charts]]
 
[[Category:Charts]]
 +
[[Category:Enterprise Integration]]
 +
[[Category:Enterprise Custom Fields]]
 
[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
 
[[Category:Templates]]
 
[[Category:Templates]]
−
[[Category:Unique ID]]
 
−
[[Category:Templates Versus Charts]]
 
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
−
[[Category:OnePager Express]]
+
[[Category:OnePager Pro]]

Revision as of 15:44, 15 January 2021

About Using Enterprise Custom Fields

OnePager Pro (OPP) offers access to Microsoft Project Server’s Enterprise Custom Fields (ECF). You can use these fields to determine swimlanes, colors, flagging of tasks, and other properties.

For some basic information on Microsoft Project Server's Enterprise Custom Fields, please see the website article at: Create a new enterprise custom field in Project Server or Project Online

This article covers how to log-in to your Microsoft Project Server accounts and how to access your ECF data through OPP's Template Properties form.

Logging-in to Your Microsoft Project Server Account from Microsoft Project Professional

You can always log-in to your Microsoft Project Server account from Microsoft Project. Once you are logged-in, you can follow the steps below from that point, where OnePager Pro (OPP) is launched, and access the Template Properties form to access your ECF data.

Logging-in to Your Microsoft Project Server Account through the OnePager Pro Add-in

Logging-in to your Microsoft Project Server Account can also be done directly from the OPP Add-in application.

Launch Microsoft Project Professional and load the Microsoft Project source plan desired from its storage location.

Click the Template Properties button on the Microsoft Project Add-in tab which accesses the OPP Template Properties form shown below:

P70-24 3 1-70-(1)-12022020.png

The bottom of the form above contains the Get Enterprise Custom Fields checkbox and the window used in conjunction with the Change button that helps you to access and manage your Microsoft Project Server Accounts. This method does not apply when using the OnePager Pro Desktop application.

Accessing Your Microsoft Project Server’s Enterprise Custom Fields - OnePager Pro Add-in

When you check the Get Enterprise Custom Fields checkbox to ON, OnePager checks to see if it is already logged-in to your Microsoft Project Server account. If so, the ECF data are loaded into the Template Properties form’s dropdown list of fields as shown below:

P70-24 3 1-70-(7)-12022020.png

If OnePager is not already logged-in, OPP Add-in attempts to log-in using the URL for whatever Microsoft Project Server account Microsoft Project is connected to. If OnePager finds that Microsoft Windows has stored default credentials for Microsoft Project to log-in to Microsoft Project Server, OnePager attempts to use these credentials without prompting you and without ever actually knowing the username and password. If successful, OnePager creates a OnePager log-in account with just the URL but with no username and password.

P70-24 3 1-70-(3)-12022020.png

Once OnePager connects to your Microsoft Project Server server account, it retrieves the ECF data and displays a success message, Added Enterprise Custom Fields, as shown here:

P70-24 3 1-70-(4)-12022020.png

The ECF data are now loaded into the dropdown lists as shown above.

You can now select the ECF for various purposes such as for controlling (1) rows/swimlane organization, (2) selection of task bar/milestone symbol colors, or (3) Field Mappings selections on the Template Properties form's Advanced tab. When you click the Save and use button, the action makes the Template Properties form with the ECF data the current Template Properties form. It now can be used to create a NEW chart or UPDATE/OPEN an existing one.

When a new chart is created using the desired ECF information, you can open the chart, access the Chart Properties form, and make edits to the row/swimlane organization as described above by selecting the desired ECF now available. As a note, other ECF’s are not available to you unless you already included them in some mapping in the original Template Properties form.

For more information on the Field Mappings Tab. please see the article at: Template Only Features for OnePager Pro

A similar approach using the OPP Add-in application can be used to UPDATE a chart build with ECF’s. The note in the previous paragraph also applies.

Suspending the Use of Enterprise Custom Fields

To suspend the use of Enterprise Custom Fields, uncheck the Get Enterprise Custom Fields checkbox to OFF and click Save and use on the Template Properties form. This action removes the ECF’s from the Template Properties form's dropdown lists so that creating and updating charts can take place with these Template Properties forms without the ECF’s.

Logging-in to Your Microsoft Project Server Account through the OnePager Pro Desktop

Logging-in to your Microsoft Project Server Account can also be done from the OnePager Pro Desktop application as well as the Add-in application.

To do this, launch OPP from the Desktop icon. The log-in is performed in the Template Properties form. You can access the Template Properties form for the OPP Desktop application by clicking the File tab on the ribbon and then clicking the Options tab. This accesses the OnePager Options page where you’ll find the Template button in the lower right of the page. Clicking the Template button which accesses the Template Properties form shown below:

P70-24 3 1-70-(1)-12022020.png

Accessing Your Microsoft Project Server’s Enterprise Custom Fields - OnePager Desktop

Now, check the Get Enterprise Custom Fields checkbox to ON and the OPP Desktop application accesses the log-in form shown below:

P70-24 3 1-70-(3)-12022020.png

Once you enter your credentials, click the OK button to attempt the connection. The OPP Desktop application logs into your account and download your ECF information into the Template Properties form’s dropdown lists as shown below:

P70-24 3 1-70-(7)-12022020.png

When the OPP Desktop application is launched and running, Microsoft Project is not running so it is not possible to connect to your Microsoft Project Server account through Microsoft Project. If the OPP Desktop application is not able to connect to the Microsoft Project Server you’ve requested, a message appears at the bottom of the Template Properties form as shown below:

P70-24 3 1-70-(8)-12022020.png

Once you are logged-in to your Microsoft Project Server account through the OPP Desktop application, all features and functions with respect to ECF are available as if you were using the OPP Add-in application.

Related Links

Templates versus Charts

Editing with the Chart Properties form (Portal)

Template Only Features for OnePager Pro. 24.1.1-70

(24.3.1-70)

Retrieved from "https://wiki.onepager.com/wiki/index.php?title=Testing_Article1&oldid=34810"