Difference between revisions of "Testing Article1"

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==About Using Enterprise Custom Fields==
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==About Splitting and Parsing Fields==
  
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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'''.
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The OnePager '''field splitting''' feature allows you to '''duplicate task bars''' when a task in your Microsoft Project '''source plan''' is assigned to '''multiple resources''' (or anything else).  Because assignments from Microsoft Project often are '''comma-delimited''', this feature enables OnePager to '''parse the comma-delimited list''' and '''create a unique task bar''' for each instance in the '''comma-separated''' list.
  
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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]
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===Split Resource Names Example===
  
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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.
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Say you want to use '''color-codes''' on task bars/milestone symbols based upon your Microsoft Project '''source plan’s Resource Names''' field as shown below:
  
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==Logging-in to Your Microsoft Project Server Account from Microsoft Project Professional==
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<center>[[File:P70-24_4_1-70-(1-1)-12012020.png]]</center>
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<!--<center>P70-24_4_1-70-(1-1)-12012020.png</center>-->
  
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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.
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Some of the entries in the '''Resource Names''' field consist of multiple, '''comma-separated''' items and some of these are followed by percentages in square brackets.  Without the '''field splitting''' feature, a chart '''created''' from these data and assigned task bar/milestone symbol '''colors''' based upon the '''Resource Name''' field looks like this:
  
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===Logging-in to Your Microsoft Project Server Account through the OnePager Pro Add-in===
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<center>[[File:P70-24_4_1-70-(2)-12012020.png]]</center>
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<!--<center>P70-24_4_1-70-(2)-12012020.png</center>-->
  
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Logging-in to your Microsoft Project Server Account can also be done directly from the '''OPP Add-in''' application.
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OnePager, in this case, treats the '''entire string''' as an individual '''Resource Name''' value.  To provide more flexibility in displaying task bars that have '''multiple resources''' assigned, OnePager supports the concept of a '''field splitting'''.  This feature recognizes '''comma-separated''' values in a '''designated field''' and '''creates a separate task bar''' for each of the '''comma-separated''' values.
  
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Launch Microsoft Project Professional and load the Microsoft Project '''source plan''' desired from its storage location.
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===Enabling Splitting===
  
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Click the '''Template Properties''' button on the Microsoft Project '''Add-in''' tab which accesses the '''OPP Template Properties''' form shown below:
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To use this feature, click the '''Templates…''' button on the Microsoft Project tool bar and navigate to the '''Field Mappings''' tab page on the '''Template Properties''' form as shown below:
  
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<center>[[File:P70-24_3_1-70-(1)-12022020.png]]</center>
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<center>[[File:P70-24_4_1-70-(3)-12012020.png]]</center>
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<!--<center>P70-24_3_1-70-(1)-12022020.png</center>-->
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<!--<center>P70-24_4_1-70-(3)-12012020.png</center>-->
  
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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.
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In the '''Template Properties''' form above, the '''Enable splitting on''' checkbox is checked '''ON''' and the '''Resource Names''' field is identified to participate in the '''field splitting''' process.  After making the above change and while still within the '''Template Properties''' form, navigate to the '''Task Bar''' or '''Milestone''' tab and go to the '''Gantt Bar/Milestone Fill Color''' group of this tab.
  
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===Accessing Your Microsoft Project Server’s Enterprise Custom Fields - OnePager Pro Add-in===
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Note that the '''Color-code based on''' checkbox is checked '''ON''' and the dropdown window shows that '''Resource Names (Split)''' is set as shown below:
  
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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:
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<center>[[File:P70-24_4_1-70-(4-1)-12012020.png]]</center>
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<!--<center>P70-24_4_1-70-(4-1)-12012020.png</center>-->
  
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<center>[[File:P70-24_3_1-70-(7)-12022020.png]]</center>
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Next, '''save''' the modified '''Template Properties''' form.
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<!--<center>P70-24_3_1-70-(7)-12022020.png</center>-->
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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.
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===Split Resources in the Chart===
  
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<center>[[File:P70-24_3_1-70-(3)-12022020.png]]</center>
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Now make a '''NEW''' chart using the modified '''Template''' (and '''splitting''' of the '''Resource Names''' field).
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<!--<center>P70-24_3_1-70-(3)-12022020.png</center>-->
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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:
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The chart with '''splitting''' looks like this:
  
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<center>[[File:P70-24_3_1-70-(4)-12022020.png]]</center>
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<center>[[File:P70-24_4_1-70-(5)-12012020.png]]</center>
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<!--<center>P70-24_3_1-70-(4)-12022020.png</center>-->
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<!--<center>P70-24_4_1-70-(5)-12012020.png</center>-->
  
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The '''ECF''' data are now loaded into the dropdown lists as shown above.
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In the chart with '''splitting''' shown above, there are now several more task bars in the '''Chart Editor''' than there were before.  The task bar '''Centrifugal Barrier''' is now '''split into three separate task bars''', one for each of the '''three resources''' that were assigned to this task in the Microsoft Project '''source plan'''.  Each of the '''resources''' has a unique '''color''' assigned.  Each of the '''resources''' appears by itself in the '''Legend'''.  The '''square brackets''' enclosing the percentage figures (%) are '''removed''' from the '''Legend''' entries.
  
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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.  
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With this feature, you can use '''split fields''' just like any other field by using the dropdowns in the '''Template Properties''' form or '''Chart Properties''' form to assign '''colors, label task shapes and milestone shapes, to define/label rows and swimlanes'''.
  
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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. 
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==Splitting Resources and Task Links==
  
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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-->
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When task bars with '''Data-Driven''' or manual '''Task Links''' are '''split''', the '''Task Links''' ('''Data-Driven''' and manual) are '''not shown'''.  Further, the '''Task Links''' that are now '''hidden''' and '''do not''' have entries in the '''Where are My Links?''' form.
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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.
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===Suspending the Use of Enterprise Custom Fields===
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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'''.
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==Logging-in to Your Microsoft Project Server Account through the OnePager Pro Desktop==
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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.
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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:
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<center>[[File:P70-24_3_1-70-(1)-12022020.png]]</center>
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<!--<center>P70-24_3_1-70-(1)-12022020.png</center>-->
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===Accessing Your Microsoft Project Server’s Enterprise Custom Fields - OnePager Desktop===
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Now, check the '''Get Enterprise Custom Fields''' checkbox to '''ON''' and the  '''OPP Desktop''' application accesses the log-in form shown below:
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<center>[[File:P70-24_3_1-70-(3)-12022020.png]]</center>
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<!--<center>P70-24_3_1-70-(3)-12022020.png</center>-->
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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:
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<center>[[File:P70-24_3_1-70-(7)-12022020.png]]</center>
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<!--<center>P70-24_3_1-70-(7)-12022020.png</center>-->
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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:
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<center>[[File:P70-24_3_1-70-(8)-12022020.png]]</center>
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<!--<center>P70-24_3_1-70-(8)-12022020.png</center>-->
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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.
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==Related Links==
 
==Related Links==
  
 
[[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]] <!--4.0.1.3-70-->
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[[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.0 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-70-->
  
 
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
 
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
  
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[[Template Only Features for Version 7.0 (OnePager Pro) | Template Only Features for OnePager Pro]]. 24.1.1-70
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[[Template Only Features for Version 7.0 (OnePager Pro) | Template Only Features-OnePager Pro]] <!--24.1.1-70-->
  
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(24.3.1-70)
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(24.4.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
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[[Category:Column Splitting]]
 
[[Category:Charts]]
 
[[Category:Charts]]
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[[Category:Enterprise Integration]]
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[[Category:Task Links]]
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[[Category:Enterprise Custom Fields]]
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[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]

Revision as of 15:48, 15 January 2021

About Splitting and Parsing Fields

The OnePager field splitting feature allows you to duplicate task bars when a task in your Microsoft Project source plan is assigned to multiple resources (or anything else). Because assignments from Microsoft Project often are comma-delimited, this feature enables OnePager to parse the comma-delimited list and create a unique task bar for each instance in the comma-separated list.

Split Resource Names Example

Say you want to use color-codes on task bars/milestone symbols based upon your Microsoft Project source plan’s Resource Names field as shown below:

P70-24 4 1-70-(1-1)-12012020.png

Some of the entries in the Resource Names field consist of multiple, comma-separated items and some of these are followed by percentages in square brackets. Without the field splitting feature, a chart created from these data and assigned task bar/milestone symbol colors based upon the Resource Name field looks like this:

P70-24 4 1-70-(2)-12012020.png

OnePager, in this case, treats the entire string as an individual Resource Name value. To provide more flexibility in displaying task bars that have multiple resources assigned, OnePager supports the concept of a field splitting. This feature recognizes comma-separated values in a designated field and creates a separate task bar for each of the comma-separated values.

Enabling Splitting

To use this feature, click the Templates… button on the Microsoft Project tool bar and navigate to the Field Mappings tab page on the Template Properties form as shown below:

P70-24 4 1-70-(3)-12012020.png

In the Template Properties form above, the Enable splitting on checkbox is checked ON and the Resource Names field is identified to participate in the field splitting process. After making the above change and while still within the Template Properties form, navigate to the Task Bar or Milestone tab and go to the Gantt Bar/Milestone Fill Color group of this tab.

Note that the Color-code based on checkbox is checked ON and the dropdown window shows that Resource Names (Split) is set as shown below:

P70-24 4 1-70-(4-1)-12012020.png

Next, save the modified Template Properties form.

Split Resources in the Chart

Now make a NEW chart using the modified Template (and splitting of the Resource Names field).

The chart with splitting looks like this:

P70-24 4 1-70-(5)-12012020.png

In the chart with splitting shown above, there are now several more task bars in the Chart Editor than there were before. The task bar Centrifugal Barrier is now split into three separate task bars, one for each of the three resources that were assigned to this task in the Microsoft Project source plan. Each of the resources has a unique color assigned. Each of the resources appears by itself in the Legend. The square brackets enclosing the percentage figures (%) are removed from the Legend entries.

With this feature, you can use split fields just like any other field by using the dropdowns in the Template Properties form or Chart Properties form to assign colors, label task shapes and milestone shapes, to define/label rows and swimlanes.

Splitting Resources and Task Links

When task bars with Data-Driven or manual Task Links are split, the Task Links (Data-Driven and manual) are not shown. Further, the Task Links that are now hidden and do not have entries in the Where are My Links? form.

Related Links

Templates versus Charts

Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)

Editing with the Chart Properties form (Portal)

Template Only Features-OnePager Pro

(24.4.1-70)

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