Using OnePager Pro Add-In with Server Resident Project Plans for Version 7.0
Contents
- 1 Overview
- 2 General Cautions
- 3 About Using Server Resident Project Source Plans and OnePager Pro Add-in
- 4 Using Microsoft Project Professional to Access Cloud Resident Source Plans
- 5 Connecting OnePager Pro Add-in Directly to Cloud Resident Source Plans
- 6 Troubleshooting
- 7 Related Links
Overview
1) The OnePager Pro (OPP) Add-in 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.
2) When you intend to use Microsoft Project source plans that are resident in the cloud along with OPP Add-in, we recommend that you access your source plans using Microsoft Project Professional rather than through OPP Add-in.
3) OPP supports access to multiple accounts, searches of online databases for specific Gantt chart source plans, and online security protocols.
4) By so doing, OPP Add-in supports your chart creation, update, and opening operations as if your source plans were computer resident.
General Cautions
1) OPP Add-in supports accessing cloud resident source plans without the assistance of Microsoft Project Professional.
- a) Additionally, OPP Add-in can create, update, and open multi-project charts from source packages consisting of more than one Microsoft Project source plan.
- b) Please see the article at: Creating Various Multi-Charts with OnePager Pro and Express (Portal). 8.0.1-70
2) 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).
3) As a protection, OPP Add-in 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.
4) If you are UPDATING and previously set the Server method in the Template or Chart Properties form's Advanced tab to Connect directly to Server, you should access the Chart Propertiesform and change the Server method setting to Use MS Project Professional if you want to use Microsoft Project to access the source data.
5) Please keep these cautions in mind when constructing source packages for OPP Add-in.
About Using Server Resident Project Source Plans and OnePager Pro Add-in
1) Our recommendation is to use Microsoft Project Professional to connect, access, and verify your access to your Microsoft Project Server or Project Online account when you intend to use OPP Add-in to create a NEW chart, UPDATE an existing project, or OPEN an existing chart.
2) As mentioned in the portal article at Using OnePager Pro with Server Resident Project Plans (Portal) 8.5.1-70, OPP Add-in operates in the NEW and OPEN mode the same for source plans accessed from the cloud as when source plans are resident on your computer.
Using Microsoft Project Professional to Access Cloud Resident Source Plans
Using Microsoft Project Professional with Cloud Resident Source Plans to UPDATE a Chart
1) We assume for this sub-section that you are experienced with accessing your Microsoft Project Professional source plans from the cloud.
2) The high level steps are as follows:
- a) Make sure to close any and all instances of OnePager Pro that might be running outside of Microsoft Project (i.e., OnePager Pro Desktop).
- b) Launch Microsoft Project Professional from your Desktop.
- c) Use Microsoft Project Professional to access your Microsoft Project Server or Project Online account.
- d) Open the required Microsoft Project Server source plan from your Desktop Microsoft Project Professional application.
- e) Next, go to the Microsoft Project Professional Add-ins tab on the tool bar and click the OnePager icon.
- f) Once the OnePager Pro Start form appears, click the OPEN button.
- g) Now, go to the Data tab on the OPP Add-in ribbon and proceed with the UPDATE process as you would normally.
- h) See the article at this link for more details on the Pull Update Operation: Using the OnePager "Data" Tab's "Selected file(s)" Button. 7.17.1-70
Using Microsoft Project Professional with Cloud Resident Source Plans to Create a NEW Chart
3) For the create new chart workflow, we continue to assume that you are experienced with accessing your Microsoft Project Professional source plans from the cloud.
4) Accordingly, we assume that the steps involved are documented elsewhere and include any access security procedures needed to access your source plans residing in the cloud.
5) The steps are as follows:
- a) Make sure to close any and all instances of OnePager Pro that might be running outside of Microsoft Project (i.e., OnePager Pro Desktop).
- b) Launch Microsoft Project Professional from your Desktop.
- c) Go to the Microsoft Project Professional Add-ins tab on the tool bar and click the Templates icon. This accesses the current Template.
- d) Next, go to the Template form's Advanced tab and check to make sure that the Server method window is displaying the Use MS Project Professional.
- e) If not, change this setting to Use MS Project Professional as shown below:
- f) If the change is made, click the Save and use to close the Template form.
- g) Now, you can use Microsoft Project Professional to access your Microsoft Project Server or Project Online account.
- h) Open the required Microsoft Project Server source plan from your desktop Microsoft Project Professional application.
- i) Next, go to the Microsoft Project Professional Add-ins tab on the tool bar and click the OnePager icon.
- j) Once the OnePager Pro Start form appears click the NEW button.
- k) From this point on, the process for creating a NEW chart follows the standard workflow.
Connecting OnePager Pro Add-in Directly to Cloud Resident Source Plans
Using OnePager Pro Add-in to Access Cloud Resident Source Plans to Create a NEW Chart
1) As we mentioned in the sub-section above ( About Using Server Resident Project Source Plans and OnePager Pro Add-in), we recommended that you use Microsoft Project Professional to connect, access, and validate your access to your cloud resident source plans.
Direct Connection Thru OnePager Pro Add-in
2) You can connect directly rather than using Microsoft Project Professional, but the access procedure requires that you first launch Microsoft Project Professional and load some source plan before launching OPP Add-in.
3) This is required because OPP Add-in if launched from Microsoft Project Professional where there is a blank source plan, accesses the OnePager Start form with the NEW and UPDATE buttons disabled as shown below:
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4) To avoid this, we recommend that you simply launch Microsoft Project Professional with any source plan resident on your computer for convenience.
5) Doing this allows you to use the OnePager Start form's NEW button to access your cloud resident source plans as follows:
Setting the Sever Method in the Template Form
- a) After launching Microsoft Project Professional with some source plan from your local computer, click the Template... button on the Microsoft Project Professional tool bar's Add-ins tab.
- b) This accesses the OPP Add-in current Template previously shown in a sub-section above.
- c) What you need to do is verify or change the Server method in the Advanced tab of the current Template so that the option selected is Connect directly to server as shown below:
- d) When this setting is selected, click the Save and use button at the bottom of the Template form.
Launch OnePager Pro Add-in
6) After closing the current Template form, click the OnePager icon on the Microsoft Project Professional tool bar, and click the NEW button on the OnePager Start form.
7) You are presented with the OnePager choices (OPC) form as shown here:
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Access Your Cloud Based Source Plan
8) Next, access your cloud source plan using OPP Add-in by clicking the Add/Remove on the OPC form as shown below:
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9) The next step is to remove this temporary source plan and go through the procedure to connect to your cloud resident source plans.
- a) To remove the temporary source plan, select it with a click in its row of the Data source selection form and then click the Remove button.
- b)The Data source selection form looks like this:
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- c) Next, click the Add button in the Data source selection form which accesses the options as follows:
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====Logging On to Your Account==== Bring over text from 8.5.1.2-70 after appropriate screenshots are collected.
- d) Select BROWSE Project Online/Server..., to access the Choose what to import form as shown below:
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- e) Next, click the Connect button in the Choose what to import form, select the source plan from the list that appears and then click OK as shown here:
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- f) Clicking the OK button in the above step updates the Data source selection form to display your cloud resident source plan as shown below:
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10) Finally, click OK on the Data source selection form and OPP Add-in updates the top of the OPC form to reflect the new cloud resident source plan selected.
Create the New Chart
11) The OPC form now looks like this after the chart name and the Flag selections are made:
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12) By clicking the Create new chart button in the OPC form above OPP Add-in directly accesses (without relying upon Microsoft Project Pro) the cloud resident source plan and create the desired chart that looks like this:
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13) The new chart can be edited, saved, or shared as required.
Connecting OnePager Pro Add-in Directly to Cloud Resident Source Plans to UPDATE a Chart
14) You can use OnePager Pro Add-in to directly access (i.e., without need for Microsoft Project Professional) your cloud resident source plans for the purpose of performing an UPDATE on an existing chart as follows.
Accessing the Cloud Resident Source Plan
- a) Launch Microsoft Project Professional and load a temporary source plan from your local computer.
- b) Follow the steps outlined in the section immediately above .
15) Click the OnePager Pro button on the Microsoft Project Professional tool bar to launch OPP Add-in.
16) When the OnePager Start form appears, click the UPDATE button and select the chart you want to UPDATE as shown below:
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- a) Doing this accesses the OPC form showing the selected chart at the top of the form as shown here:
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Create the Updated Chart
- b) Since the chart is associated with a source plan and OPP Add-in knows the path name to access that source plan, OPP Add-in retrieves the source plan from your cloud resident location when you click the New button at the bottom of the OPC form.
- c) Assuming that the source plan at this cloud location was updated with current information, in this case up to 10/1/2015, OPP Add-in creates a new snapshot with this date as shown below:
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17) The updated chart can be edited, saved, or shared as required.
Troubleshooting
Please refer to these two Frequently Asked Questions if you are having problems:
Updating OnePager with a Project Online or Project Server 2016/2019 plan
Can't Connect to Project Online/Project Server to Update a OnePager Report
Related Links
Using Enterprise Custom Fields from Microsoft Project for OnePager Pro 24.3.1-70
Creating a NEW Chart - OnePager Pro Add-in 7.1.1-70
Creating Another New Chart - OnePager Pro Add-in 7.3.1-70
Opening an EXISTING Chart - OnePager Pro Add-in 7.5.1-70
ADDING a Snapshot via Push Update - OnePager Pro Add-in 7.7.1-70
REPLACING a Snapshot via Push Update - OnePager Pro Add-in 7.9.1-70
(8.5.1.1-70)
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