Difference between pages "Using OnePager Pro Desktop with Server Resident Project Plans for Version 6.1" and "Getting Started with OnePager Pro Version 7.2"

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(Logging-in to Your Project Server Account)
 
(Editing Other Chart Contents)
 
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==About Using Server Resident Project Plans==
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==Introduction==
  
1) OnePager Pro ('''OPP''') provides expanded '''cloud''' access capabilities by supporting access to Microsoft Project Server or Project Online accounts.
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This '''Getting Started''' article provides instruction to new OnePager users on OnePager Pro where '''source plans''' are '''imported''' from Microsoft Project either using the '''Add-in''' edition or '''Standalone''' edition of OnePager Pro.
  
2) '''OPP''' can connect to '''cloud''' resident databases so that project views and snapshots can be created directly from these '''source plans'''. 
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===Message for OnePager Bundle Users===
  
3) Additionally, '''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 project views.
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Because our new product '''OnePager Bundle''' supports the creation of '''Gantt Charts''' from Microsoft Project, Project Server, and Project Online, from its '''Add-in''' and '''Standalone''' editions, this article is used to provide that same instruction to new users '''getting started''' with '''OnePager Bundle'''.
  
4) Please see the referenced articles on '''Pull Operations''' listed in the '''Related Links''' section at [[Using OnePager Pro with Server Resident Project Plans for Version 6.1 (Portal)#Related Links | Related Links]] <!--8.5.1-61-->
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For '''OnePager Bundle''' users coming to this article, the only difference you will see in the following article's sections and sub-section, is that examples and illustrations are based upon OnePager Pro.  All functions and features described herein for OnePager Pro apply consistently for '''OnePager Bundle'''.  So whenever OnePager Pro is mentioned below, '''OnePager Bundle''' users should consider the statement in the context of '''OnePager Bundle'''.
  
==General Cautions==
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===Add-in Versus Standalone for First Time Users===
  
1) '''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 project views from '''source packages''' consisting of more than one Microsoft Project '''source plan'''. See the article at: [[Creating Various Multi-Project Views with OnePager Pro and Express for Version 6.1 (Portal) | Creating Various Multi-Project Views with OnePager Pro and Express (Portal)]].  <!--8.0.1-61.-->
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The '''Overview''' sub-section contains two sub-sections. The first describes [[Getting Started with OnePager Pro Version 7.2#Launching OnePager Pro Add-in for the First Time | Launching OnePager Pro Add-in for the First Time]] 3.0.1-72  The second describes [[Getting Started with OnePager Pro Version 7.2#Launching OnePager Pro Standalone for the First Time | Launching OnePager Pro Standalone for the First Time]] 3.0.1-72  We recommend reviewing the entire '''Overview''' sub-section before proceeding further.
  
2) 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), caution is recommended when mixing '''source plans''' from different '''media''' (i.e., your computer and the '''cloud''').
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==Overview==
  
3) 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''' project view or for '''UPDATING''' an existing project view.
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As with previous version of OnePager Pro ('''OPP'''), version 7.2 you can launch '''OPP''' from a '''Standalone Icon''' as well as from within Microsoft Project ('''Add-in'''). Please note that after selecting the '''Add-in''' launch option that you are not be able to launch the OnePager '''Standalone''' application.
  
==Getting Started==
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Only one of these applications ('''Add-in''' or '''Standalone''') can be launched at a time.  If you attempt to launch both, a warning message appears as shown below:
  
1) Launch the '''OPP Desktop''' application. Then, click the '''NEW''' button on the '''OnePager Pro Start''' form as shown below:
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<center>[[File:P70-3_0_1-70-(1)-07052019.png]]</center>
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<!--<center>P70-3_0_1-70-(1)-07052019.png</center>-->
  
<center>[[File:P60-8_5_1-53-60-(1)-12092016.png]]</center>
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If you need further information, please consult this link: [https://www.onepager.com/support/faq.php?id=77 OnePager Doesn't Launch when the Standalone Icon is Clicked].
<!--<center>P60-8_5_1-53-60-(1)-12092016.png</center>-->
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2) When the OnePager choices '''(OPC''') form appears, click the '''Select''' button which reveals a dropdown menu. Then, click the '''BROWSE Project Server…''' option as shown below:
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This article provides the basic information needed to '''Getting Started''' and use OnePager Pro ('''OPP''') after you launch '''OPP''' from Microsoft Project or when you launch the '''OPP Standalone''' edition. The sub-section providing '''Getting Started''' guidance when launching from the '''OPP Standalone Icon''' is at: [[Getting Started with OnePager Pro Version 7.2#Launching OnePager Pro Standalone for the First Time | Launching OnePager Pro Standalone for the First Time]]  3.0.1-72  The '''Getting Started''' guidance when launching from '''OPP Add-in''' follows in the next sub-section below.
  
<center>[[File:P60-8_5_1-60-(2)-02082017.png]]</center>
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===Launching OnePager Pro Add-in for the First Time===
<!--<center>P60-8_5_1-60-(2)-02082017.png</center>-->
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==Logging-in to Your Project Server Account==
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The '''OPP Add-in''' automatically displays the '''OnePager Icon''' on the Microsoft Project '''Add-in''' ribbon tool bar tab once OnePager is installed. That '''OPP Add-in''' ribbon tool bar button set looks like this:
  
1) 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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<center>[[File:P70-1_6_1-70-(1)-07012019.png]]</center>
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<!--<center>P70-1_6_1-70-(1)-07012019.png</center>-->
  
<center>[[File:P60-8_5_1-60-(3)-02082017.png]]</center>
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Clicking the '''OnePager Pro''' button launches the '''Chart Editor'''. Clicking the '''Templates…''' button lets you '''edit''' the '''Template Properties''' form provided with the product. For now, it is simplest to use the default '''Template Properties''' form. 
<!--<center>P60-8_5_1-60-(3)-02082017.png</center>-->
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2) 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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You can learn how '''Template Properties''' forms let you customize and standardize graph features later at: [[Managing Templates for Version 7.2 (Portal) | Managing Templates (Portal)]] 24.0.1-72
  
:a) '''Save Password'''. A few comments are in order related to the '''Save Password''' checkbox.
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Before you launch '''OPP''', it is a good idea to '''unhide''' the Microsoft Project '''Flag''' field that tells OnePager which Microsoft Project '''Flag''' field you intend to use to control the '''import''' of '''source plan''' data. '''Caution:''' When you '''unhide''' a field in Microsoft Project, that field can now appear in some of Microsoft Project’s standard reports. Do not forget to '''hide''' the field again before generating such reports if you do not want the field to appear in those reports. The selected Microsoft Project '''Flag''' field allows you to control which tasks get '''imported''' and appear in the chart and are '''saved''' in Microsoft Project for future use. For example, the '''Flag''' field (e.g., Flag20) is shown below:
  
::i) When this checkbox is checked, OnePager encrypts and remember the password you provide.  Essentially, checking this checkbox gives OnePager permission to store your credentials. As with any stored credentials, you should only save your password when your device and network are both trusted and secure.  
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<center>[[File:P61-3_0_1-61-(2)-10232017.png]]</center>
::ii) The information is used to automatically connect to the same Microsoft Project Server account in the future if you make reference to its projects.
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<!--<center>P61-3_0_1-61-(2)-10232017.png</center>-->
::iii) If the '''Save Password''' checkbox is not checked, you need to fill in the password form each time you want access one of its projects.
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::iv) 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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::v) 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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:b)  For login actions to get to Enterprise Custom Fields see the article at link: [[Using Enterprise Custom Fields from Microsoft Project for OnePager Pro for Version 6.1  | Using Enterprise Custom Fields from Microsoft Project for OnePager Pro]]. <!--24.3.1-61.-->
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To control which tasks are '''imported''', specify the Microsoft Project '''Flag''' field (e.g. Flag1, Flag2 … Flag20) that you wish to use. '''Number''' fields can also be used the same as the '''Flag''' fields where a '''1''' in a '''Number''' field indicates '''Yes''' and a '''0''' in a '''Number''' field indicates '''No'''. '''Un-hide''' that field in Microsoft Project by right-clicking in the field header area and selecting '''Insert Column''':
  
:c) '''Account Nickname'''. 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.
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<center>[[File:P61-3_0_1-61-(3)-10232017.png]]</center>
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<!--<center>P61-3_0_1-61-(3)-10232017.png</center>-->
  
3) 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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Now put a '''Yes''' in this '''Flag''' field for any task that you want to graph:
  
==Selecting a Project or Projects from Your Project Server Account==
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<center>[[File:P61-3_0_1-61-(4)-10232017.png]]</center>
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<!--<center>P61-3_0_1-61-(4)-10232017.png</center>-->
  
1) Clicking the '''OK''' button on the form above accesses the '''Choose what to import''' form shown below:
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When making your first chart, we strongly recommend that you select 50 or fewer tasks with '''Yes'''. Please note that '''OPP''' is shipped with a number of fully populated '''Template Properties''' forms that are based on the Microsoft Project '''source plan''' used in the '''OnePager Tutorial''' shipped with the product – BlueGrass Project Plan. Note that three field heading types must always be present: '''Name''', '''Start''', and '''Finish'''. 
  
<center>[[File:P60-8_5_1-60-(4)-02082017.png]]</center>
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'''Caution''' - Starting in Microsoft Project 2010, there is a '''Manual Scheduling''' mode that allows you to leave '''dates blank''' in your schedule. However, behind the scenes, these dates are still being automatically assigned to the project '''Start Date''', or to '''Today's Date''' if the project '''Start Date''' is not defined. Even though the dates appear to be undefined, they are defined behind the scenes, and are being passed to '''OPP'''.  Because '''Today's Date''' often equals your '''Snapshot date''', it is not surprising to see all of these '''dateless tasks''' appearing near the '''time cursor'''. 
<!--<center>P60-8_5_1-60-(4)-02082017.png</center>-->
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2) 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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'''Solutions''' - There are two solutions available:
  
3) 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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:1) Define the dates for your tasks and milestones in Microsoft Project. This overwrites any default dates that Microsoft Project is assigning, and makes your project schedule more consistent with your '''OPP''' timeline. As a rule of thumb, we recommend defining dates for all tasks and milestones in your '''source plan''', especially when it comes to creating a '''OPP''' chart.
  
==Using the Automatically Connect Checkbox==
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:2) Or, remove the '''dateless tasks''' from your '''OPP graph'''. You can leave them in your Microsoft Project '''source plan''', but by removing them from the '''OPP graph''', you won't have to explain why certain task bars and milestone symbols are appearing in weird places when they really should not. 
  
1) If you plan to ultimately select several projects to create a multi-project graph, 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, this checkbox must be unchecked in order to disconnect from your Microsoft Project Server account with the '''Disconnect''' button. 
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To launch '''OPP''' and make a chart, click the '''OPP''' button on the Microsoft Project ribbon tool bar’s '''Add-ins''' tab, which accesses the '''OnePager Pro Start''' form:
  
2) Checking the '''Automatically connect''' checkbox automatically logs in to the selected account every time you open the form.
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<center>[[File:P71-1_0_1-71-(10A)-10252021.png]]</center>
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<!--<center><P71-1_0_1-71-(10A)-10252021.png></center>-->
  
==Connecting to your Project Server Account Projects==
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The '''OnePager Pro Start''' form provides you with three options:
  
1) 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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:1) '''NEW'''  Clicking the '''NEW''' button accesses the '''OnePager Pro choices''' ('''OPC''') form.
  
<center>[[File:P60-8_5_1-60-(4A)-02082017.png]]</center>
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:2) '''UPDATE'''  Clicking the '''UPDATE''' button allows you to '''BROWSE FILES''' for an existing chart or select a recently-opened chart.
<!--<center>P60-8_5_1-60-(4A)-02082017.png</center>-->
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2) There are three groups of controls in the '''Choose what to import''' form:
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:3) '''OPEN'''  Clicking the '''OPEN''' button allows you to '''BROWSE FILES''' for an existing chart or select a recently-opened chart. 
  
:a) '''Select Account'''.  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.
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Once selected and opened, the chart is available for '''editing'''.  At this point you may wish to skip the following sub-section and proceed to the sub-section covering '''Creating a New Chart''' at [[Getting Started with OnePager Pro Version 7.2#Creating a New Chart | Creating a New Chart]] 3.0.1-72
  
::i) 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'''.
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===Launching OnePager Pro Standalone for the First Time===
::ii) 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.
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::iii) Clicking the '''Delete''' button deletes the account information for the '''Account Nickname''' displayed in the window to the left.
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:b) '''Connect to Source'''.  The '''Connect''' and '''Disconnect''' buttons allow you to make the connection or break it.
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'''OPP''' can be installed so that it can be launched either from Microsoft Project’s '''Add-in''' tab on its ribbon tool bar tab or from a '''Standalone Icon''' or both.  Additionally, you can also locate and double-click a '''.TAM''' to launch the Standalone '''OPP'''. The '''Standalone Icon''' for launching '''OPP''' looks like this:
  
::i) 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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<center>[[File:P70-3_0_1_2-70-(2)-07092019.png]]</center>
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<!--<center>P70-3_0_1_2-70-(2)-07092019.png</center>-->
  
<center>
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Before you launch '''OPP''', it is a good idea to '''unhide''' the Microsoft Project '''Flag''' field that tells OnePager which Microsoft Project '''Flag''' field you intend to use to control the '''import''' of '''source plan''' data. Note that when you '''unhide''' a field in Microsoft Project, that field can now appear in some of Microsoft Project’s standard reports. Do not forget to '''hide''' the field again before generating such reports if you do not want the field to appear in those reports. The selected Microsoft Project '''Flag''' field allows you to control which tasks get graphed and are '''saved''' in Microsoft Project for future use. For example, the '''Flag''' field (e.g., Flag20) is shown below:
{| 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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::ii) 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.
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<center>[[File:P61-3_0_1-61-(2)-10232017.png]]</center>
::iii) If you do not click the '''Disconnect''' button before exiting '''OPP desktop''', the connection is terminated '''OPP Desktop''' is closed. 
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<!--<center>P61-3_0_1-61-(2)-10232017.png</center>-->
::iv) 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.
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::v) Checking the '''Automatically connect''' checkbox tells '''OPP''' to keep the connection to the URL displayed in the '''Select Account''' window active until <!--the checkbox is unchecked and--> the '''Disconnect''' button is clicked.
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:c) '''Choose Projects to Import'''.  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:
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To control which tasks are '''imported''', specify the Microsoft Project '''Flag''' field (e.g. Flag1, Flag2 … Flag20) that you wish to use'''Number''' fields can also be used the same as the '''Flag''' fields where a '''1''' in a '''Number''' field indicates '''Yes''' and a '''0''' in a '''Number''' field indicates '''No'''. '''Unhide''' that field in Microsoft Project by right-clicking in the field header area and selecting '''Insert Column''':
  
::i) '''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:P61-3_0_1-61-(3)-10232017.png]]</center>
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<!--<center>P61-3_0_1-61-(3)-10232017.png</center>-->
  
<center>[[File:P60-8_5_1-60-(4A1)-02082017.png]]</center>
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Now put a '''Yes''' in this '''Flag''' field for any task that you want to graph:
<!--<center>P60-8_5_1-60-(4A1)-02082017.png</center>-->
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::ii) '''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:  You can then select the desired project or projects.
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<center>[[File:P61-3_0_1-61-(4)-10232017.png]]</center>
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<!--<center>P61-3_0_1-61-(4)-10232017.png</center>-->
  
<center>[[File:P60-8_5_1-60-(4B)-02082017.png]]</center>
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When making your first chart, we strongly recommend that you select 50 or fewer tasks with '''Yes'''. Please note that '''OPP''' is shipped with a number of fully populated '''Templates Properties''' forms that are based on the Microsoft Project '''source plan''' used in the tutorial also shipped with the product – BlueGrass Project Plan. Note that three field heading types must always be present: '''Name''', '''Start''', and '''Finish'''.
<!--<center>P60-8_5_1-60-(4B)-02082017.png</center>-->
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::iii) '''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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'''Caution''' - Starting in Microsoft Project 2010, there is a '''Manual Scheduling''' mode that allows you to leave dates blank in your scheduleHowever, behind the scenes, these dates are still being automatically assigned to the project '''Start Date''', or to '''Today's Date''' if the project '''Start Date''' is not defined. Even though the dates appear to be undefined, they are defined behind the scenes, and are being passed to '''OPP'''. Because '''Today's Date''' often equals your '''Snapshot date''', it is not surprising to see all of these '''dateless tasks''' appearing near the time cursor.
  
==Creating NEW Project Views==
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'''Solutions''' - There are two solutions available:
  
1) Upon completing the project 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 project selected, as shown below:
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:1) Define the dates for your tasks and milestones in Microsoft Project. This overwrites any default dates that Microsoft Project is assigning, and makes your project schedule more consistent with your '''OPP''' timeline. As a rule of thumb, we recommend defining dates for all tasks and milestones, especially when it comes to creating a '''OPP''' chart.
  
<center>[[File:P60-8_5_1-60-(5)-02082017.png]]</center>
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:2) Remove the '''dateless tasks''' from your '''OPP graph'''. You can leave them in your Microsoft Project '''source plan''', but by removing them from the '''OPP''' graph, you won't have to explain why certain task bars and milestone symbols are appearing in weird places when they really should not.
<!--<center>P60-8_5_1-60-(5)-02082017.png</center>-->
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2) As with any set of projects, you can examine and manipulate them by clicking on the '''Add/Remove''' button shown above which brings up the '''Data source selection''' form shown at the right below.  Clicking the '''Add''' button there, in turn, accesses the '''Choose what to import form''' shown at the left below, thereby populating the '''Data source selection''' form:
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Clicking the '''OPP Icon''' on the '''Standalone''' displays a splash page and then take you to the '''Chart Editor'''.
  
<center>[[File:P60-8_5_1-60-(6)-02082017.png]]</center>
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<center>[[File:P71-3_0_1_2-71-(3)-10252021.png]]</center>
<!--<center>P60-8_5_1-60-(6)-02082017.png</center>-->
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<!--<center>P71-3_0_1_2-71-(3)-10252021.png</center>-->
  
3) Once you make the necessary entries and confirm the settings in the '''OPC''' form you can proceed to create your project view through the normal process.
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<center>[[File:P71-3_0_1_2-71-(4)-10252021.png]]</center>
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<!--<center>P71-3_0_1_2-71-(4)-10252021.png</center>-->
  
==UPDATING Project Views from Project Server==
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The '''OnePager Pro Start''' form provides you with three options:
  
Updating project views created from '''cloud source plans''' is explained below.
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:1) '''NEW''' Clicking the '''NEW''' buttons bring up the '''OnePager Pro choices''' ('''OPC''') form.
  
===Updates to Project Views from Microsoft Project Server or Online Sources===
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:2) '''UPDATE'''  Clicking the '''UPDATE''' button allows you to '''BROWSE FILES''' for an existing chart file or select a recently-opened chart.
  
The '''OPP Desktop''' application supports '''pull''' and '''push''' updates from Microsoft Project Server or Project Online '''source plans'''.
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:3) '''OPEN''' Clicking the '''OPEN''' button allows you to '''BROWSE FILES''' for an existing chart or select a recently-opened chart.
  
===Updates to Project Views from Microsoft Project Server Projects===
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Once selected and opened, the chart is available for '''editing'''.  Please continue on to the next sub-section - '''Creating a New Chart'''.
  
You can perform any update from Microsoft Project Server '''source plans''' using either the '''pull''' or '''push''' operations available for '''OPP''' version 6.0.
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==Creating a New Chart==
  
==Sharing Project Views Created from the Cloud==
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Clicking the '''NEW''' button accesses the '''OnePager choices''' ('''OPC''') form as shown below:
  
1) '''OPP Desktop''' is able to update project views 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.
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<center>[[File:P71-3_0_1_1-71-(6-1)-02072022.png]]</center>
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<!--<center>P71-3_0_1_1-71-(6-1)-02072022.png</center>-->
  
2) Sharing project views 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 project view.
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===Options on the New OnePager Choices form===
  
:a) Your internal procedures for giving various team members '''cloud''' access credentials should govern these considerations.  
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The '''OPC''' form gives you more options for selecting '''source plans'''.  The illustration above shows that '''OPP''' is initiated from Microsoft Project with the '''source plan''' shown in the '''Selected File(s)''' group shown above.  The '''Add/Remove''' button gives you the capability to '''add''' more '''source plans''' to the '''source packet''' or, for multiple file packets, to '''remove''' files. Clicking the '''Add/Remove''' button accesses the '''Data source selection''' form as shown below:
  
:b) More information is available on sharing  project views at these links:
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<center>[[File:P71-3_0_1_1-71-(7-1)-02072022.png]]</center>
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<!--<center>P71-3_0_1_1-71-(7-1)-02072022.png</center>-->
  
::[[Managing Project View Data for Version 6.1 | Managing Project View Data]] <!--23.0.1-61-->
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The '''Data source selection''' form displays the current '''source plan''' that was loaded with Microsoft Project when you clicked the '''OnePager Pro''' button. This form lets you '''Add''' more Microsoft Project '''source plan''' to create a '''multi-project''' chart or '''Remove''' a '''source plan''' from a '''multi-file source packet'''. These options are detailed below.
  
::[[Sharing Project Views for Version 6.1 (Portal) | Sharing Project Views (Portal)]] <!--23.2.1-61-->
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===Adding a New Source Plan===
  
==Troubleshooting==
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When you click the '''Add''' button, '''OPP''' gives you the option to bring up a Windows '''Open''' form when you select the '''BROWSE FILES…''' option as shown here:
  
Please refer to these two Frequently Asked Questions if you are having problems:
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<center>[[File:P71-3_0_1_1-71-(8)-10252021.png]]</center>
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<!--<center>P71-3_0_1_1-71-(8)-10252021.png</center>-->
  
[https://www.onepager.com/support/faq.php?id=79 Updating OnePager with a Project Online or Project Server 2016/2019 plan]
+
Clicking the '''BROWSE FILES…''' option displays a Window’s '''Open''' form so you can select a Microsoft Project '''source plan''' to '''add''' to the '''source packet'''.  A sample '''Open''' form is shown below:
  
[https://www.onepager.com/support/faq.php?id=96 Can't Connect to Project Online/Project Server to Update a OnePager Report]
+
<center>[[File:P70-3_0_1_1-70-(9)-07052019.png]]</center>
 +
<!--<center>P70-3_0_1_1-70-(9)-07052019.png</center>-->
 +
 
 +
When you select a desired Microsoft Project '''source plan''' and click the '''Open''' button as shown above, '''OPP''' adds the '''source plan''' to the '''source packet''' and displays it in the '''Data source selection''' window as shown below:
 +
 
 +
<center>[[File:P70-3_0_1_1-70-(10)-07052019.png]]</center>
 +
<!--<center>P70-3_0_1_1-70-(10)-07052019.png</center>-->
 +
 
 +
The selected '''source plan''' is '''added''' to the '''source packet''' as shown above.  '''OPP''' shows the '''path name''' of the '''source plan''' in the window if you '''hover the mouse''' over the '''source plan''' name. If you select a recently used '''source plan''' from the dropdown menu displayed when the '''Add''' button is clicked ('''Data source selection''' form), '''OPP'''  adds that '''source plan''' to the '''source packet'''.
 +
 
 +
===Removing a Source Plan===
 +
 
 +
The '''Remove''' button allows you to remove a '''source plan''' from a '''source packet''' if that '''source plan''' is not needed to create the new chart.  To remove a '''source plan''', first select the '''source plan''' in the '''Data source selection''' form’s window so that it is highlighted in blue then click the '''Remove''' button as shown in the sequence below:
 +
 
 +
<center>[[File:P71-3_0_1_1-71-(11)-10252021.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(11)-10252021.png</center>-->
 +
 
 +
<center>[[File:P71-3_0_1_1-71-(12)-10252021.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(12)-10252021.png</center>-->
 +
 
 +
===Other Choices to Make===
 +
 
 +
Moving on to the other groups of the '''OPC''' form, you are asked to confirm a few things before you build the chart. '''OPP''' makes good guesses for each of these choices, but you can change any of them:
 +
 
 +
<center>[[File:P71-3_0_1_1-71-(15-1)-02072022.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(15-1)-02072022.png</center>-->
 +
 
 +
====Starting Template====
 +
 
 +
The current '''Template Properties''' form determines which fields are '''imported''' from Microsoft Project and how the initial chart looks.  '''OPP''' ships with many sample '''Templates Properties''' forms, but you can also customize your own '''Template Properties''' form. To choose which '''Template Properties''' form to use in building your chart, click the '''Change…''' button in the top group of the '''OPC''' form  as shown here:
 +
 
 +
<center>[[File:P71-3_0_1_1-71-(15A-1)-02072022.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(15A-1)-02072022</center>-->
 +
 +
For now, just stick with the default '''Template Properties''' form entitled '''Single Project Gantt View – Detailed''', but you can always use a different '''Template Properties''' form to get a different type of chart.
 +
 
 +
====Title of the New Chart====
 +
 
 +
This is the '''Title''' of the chart and also the suggested '''save''' name.  You can change the '''save''' name when you save it.  We recommend that you enter a '''Title''' that helps you identify the chart later on as shown here:
 +
 +
<center>[[File:P71-3_0_1_1-71-(15B-1)-02072022.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(15B-1)-02072022.png</center>--> 
 +
 
 +
For each chart you create, OnePager remembers '''colors, titles, legends, font sizes''', and all other '''graph properties''' so that your work is saved. Later, you can '''update''' the chart with a snapshot of how the project looks on a different date. Then you can '''browse''' through the snapshots to see how the project is changing over time.  '''OPP''' also '''saves''' the '''path name''' associated with the '''save''' name ('''.TAM''').  '''Path names''' are not available in '''.TAMs'''  produced with versions of '''OPP''' prior to version 6.0.
 +
 
 +
====Task Selection====
 +
 
 +
This is how you tell '''OPP''' which tasks to '''import''' from your Microsoft Project '''source plan''' as indicated below:
 +
 
 +
<center>[[File:P71-3_0_1_1-71-(15C-1)-02072022.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(15C-1)-02072022.png</center>-->
 +
 
 +
Either click the '''Select all tasks''' radio button to create a chart with everything or choose a '''Flag''' field. You can make several charts from a single Microsoft Project '''source plan''', each using a different '''Flag''' or '''Number''' field.  In '''OPP''', if no '''Flags''' are set to '''Yes''', '''OPP''' provides you with a warning message shown below:
 +
 
 +
<center>[[File:P70-3_0_1_1-70-(15D)-07052019.png]]</center>
 +
<!--<center>P70-3_0_1_1-70-(15D)-07052019.png</center>-->
 +
 
 +
Clicking the '''Select tasks by custom filter''' button enables the '''Edit filters...''' button.  Clicking the '''Edit filters...''' button takes you to a form that controls the '''Conditional Import Filters''' feature as shown here. 
 +
 
 +
<center>[[File:P71-3_0_1_1-71-(15E-1)-02072022.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(15E-1)-02072022.png</center>--> 
 +
 
 +
For more detailed information, please see the article at: [[Conditional Import for Version 7.2 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-72
 +
 
 +
====Snapshot Date====
 +
 
 +
This is the date of the chart and lets you keep track of how schedules change over time. The snapshot date is set by default from your Microsoft Project '''source plan's''' Project Information tab's '''Current date'''. You can change the snapshot date by clicking on the dropdown button at the window shown in the illustration below:
 +
 
 +
<center>[[File:P71-3_0_1_1-71-(15F-1)-02072022.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(15F-1)-02072022.png</center>-->
 +
 
 +
Making a calendar date selection as shown above establishes the '''snapshot date''' for the chart and the '''snapshot''' being created. Each chart can have many snapshots. Snapshots and their management are important topics.  Snapshots are the basis of how OnePager Pro helps you track the progress of your project. 
 +
 
 +
For more information, please see the articles at:  [[Managing Chart Data for Version 7.2 | Managing Chart Data (Portal)]] 23.0.1-72
 +
 
 +
====Show Field Mappings====
 +
 
 +
The '''Show field mappings''' checkbox is near the bottom of the form.  When this checkbox is checked '''ON''' you have a chance to review and change the Microsoft Project '''field mappings''' to '''OPP''' before you make your first chart. To do this, click the '''Next&gt;''' button as shown here:
 +
 
 +
<center>[[File:P71-3_0_1_1-71-(15G-1)-02072022.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(15G-1)-02072022.png</center>-->
 +
 
 +
You now see the following form:
 +
 
 +
<center>[[File:P71-3_0_1_1-71-(16-1)-03152022.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(16-1)-03152022.png</center>-->
 +
 
 +
Notice in the above form that '''OPP''' has relied on the current '''Template Properties''' form to make some guesses on which Microsoft Project '''source plan''' fields should be used in making the chart. You can easily change any of these '''field mappings''' by making selections from the dropdown menus. For example, shown below is how to change which '''Finish Date''' in Microsoft Project is used to create the chart's Finish Date:
 +
 
 +
<center>[[File:P71-3_0_1_1-71-(17-1)-03152022.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(17-1)-03152022.png</center>-->
 +
 
 +
===Making the Graph===
 +
 
 +
Once you are satisfied with the '''field mappings''', click the '''Create new chart''' button to '''import''' the desired Microsoft Project '''source plan''' data and create a OnePager Pro chart. After a second or two you see the '''Chart Editor''' form that looks like this:
 +
 
 +
<center>[[File:P70-3_0_1_1-70-(18-1)-07052019.png]]</center>
 +
<!--<center>P70-3_0_1_1-70-(18-1)-07052019.png</center>-->
 +
 
 +
Note that each task bar or milestone symbol is '''color''' coded based on the value in the '''Resource Names''' field. The '''Legend''' contains an optional diagram near the bottom explaining that the bars inside the task bars represent '''percent complete''' extracted from Microsoft Project. '''Percent complete''' comes from a Microsoft Project field that you specified in the '''field mappings''' form. Note that the current '''Template Properties''' form is the '''Template''' use by OnePager Pro to create the first chart and determines how your data looks in the new chart. The '''Template Properties''' form's '''Task Bars''' tab shows where the '''color''' control is located is shown below:
 +
 
 +
<center>[[File:P71-3_0_1_1-71-(19-1)-03112022.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(19-1)-03112022.png</center>-->
 +
 
 +
===Copying the Chart to Microsoft PowerPoint===
 +
 
 +
OnePager provides access to the Windows clipboard so you can '''copy''' the chart and '''paste''' it into another application. To copy the current chart snapshot to the clipboard click the '''Copy''' button on the '''Home''' ribbon tool bar tab as shown below: 
 +
 
 +
<center>[[File:P70-3_0_1_1-70-(37A)-07082019.png]]</center>
 +
<!--<center>P70-3_0_1_1-70-(37A)-07052019.png</center>-->
 +
 
 +
Then launch Microsoft PowerPoint and paste the clipboard copy of the chart into a Microsoft PowerPoint slide, as shown below:
 +
 
 +
<center>[[File:P61-3_0_1_1-61-(37)-05012018.png]]</center>
 +
<!--<center>P61-3_0_1_1-61-(37)-05012018.png</center>-->
 +
 
 +
That’s it! You’ve created a professional 1-page schedule summary from a complex Microsoft Project schedule and copied it into a Microsoft PowerPoint presentation. You can also print the chart by selecting the '''Print''' button on the '''File''' tab. OnePager has other features that let you move task bars vertically to different '''rows and swimlanes''', change the number and levels of swimlanes, add swimlane titles, show graphic dependencies among tasks, change task bar colors, hide task bars, edit text items, add floating comment boxes, add comment boxes to task bars, and standardize on chart styles across organizations.
 +
 
 +
To learn more about these features, read about the specific workflows in this Wiki at: [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72 and [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72
 +
 
 +
==Opening a Chart==
 +
 
 +
The right-most button on the '''OPC''' form is the '''OPEN''' button. Clicking the '''OPEN''' button displays a dropdown menu which is the same for the '''UPDATE''' button. The options in the dropdown are discussed below:
 +
 
 +
<center>[[File:P71-3_0_1_1-71-(19A)-10252021.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(19A)-10252021.png</center>-->
 +
 
 +
Clicking the '''BROWSE FILES...''' option accesses a Windows '''Open''' form from which you can select a '''.TAM''' that you want to open.  Selecting the desired '''.TAM''' causes '''OPP''' to display the selected chart in the '''Chart Editor'''.  From the '''Chart Editor''', you can '''edit''' the chart, '''save it''', or '''share it''' with others. Clicking any of the '''RECENT charts''' items in the dropdown menu above causes '''OPP''' to load the associated '''.TAM''' into the '''Chart Editor'''.
 +
 
 +
==Replacing A Snapshot - Updating a Chart with Changes Made to the Microsoft Project Source Plan's Data==
 +
 
 +
Suppose, after examining the chart you created and '''saved''', you realize that it might be best to show more task bars.  This, you think, would greatly improve your schedule presentation.  '''Updating''' the chart at this point is simple.  Recall that '''OPP''' is active and the '''Chart Editor''' is displaying the current chart you want to update.  Additionally, the Microsoft Project '''source plan''' and the application are active.  The original chart looked like this:
 +
 
 +
<center>[[File:P70-3_0_1_1-70-(18-1)-07052019.png]]</center>
 +
<!--<center>P70-3_0_1_1-70-(18-1)-07052019.png</center>-->
 +
 
 +
Since Microsoft Project is still an active application and the Microsoft Project '''source plan''' you are using is still being displayed, go back to the Microsoft Project application and change the '''Flag20''' field setting from '''No''' to '''Yes''' for the tasks you want to now '''import''' and display.  A section of the Microsoft Project '''source plan''' where this is done is shown below:
 +
 
 +
<center>[[File:P61-3_0_1-61-(19A)-10232017.png]]</center>
 +
<!--<center>P61-3_0_1-61-(19A)-10232017.png</center>-->
 +
 
 +
Once you’ve made the '''Flag20''' changes lines 8 through 15 in the Microsoft Project the '''source plan'''  looks like this:
 +
 
 +
<center>[[File:P61-3_0_1-61-(19B)-10232017.png]]</center>
 +
<!--<center>P61-3_0_1-61-(19B)-10232017.png</center>-->
 +
 
 +
With the Microsoft Project '''source plan''' updated, go back to '''OPP''' and navigate to the '''Data''' ribbon tool bar tab where you see several buttons.  To '''update''' your chart to show the additional task bars from your Microsoft Project '''source plan''', click the '''Replace Snapshot''' button as shown below:
 +
 
 +
<center>[[File:P70-3_0_1_1-70-(19C)-07052019.png]]</center>
 +
<!--<center>P70-3_0_1_1-70-(19C)-07052019.png</center>-->
 +
 
 +
When you click the '''Replace Snapshot''' button, '''OPP''' goes back to the Microsoft Project '''source plan''' that you just changed, '''imports''' all the tasks that changed, and updates your chart. At the conclusion of the operation, the updated chart looks like this:
 +
 
 +
<center>[[File:P61-3_0_1_1-61-(19D)-04302018.png]]</center>
 +
<!--<center>P61-3_0_1_1-61-(19D)-04302018.png</center>-->
 +
 
 +
The example above is just one of many uses of the '''Data''' ribbon tool bar tab’s '''Replace Snapshot''' button when you need to update a chart.  You can do this as many times as necessary until the chart is the way you need it.  In addition to adding and removing tasks by changing the Microsoft Project '''Flag20''' field, you can change '''source plan''' task '''Start Dates''', '''Finish Dates''', or '''Percent Complete''' and display these data changes in the chart.  Using the procedure above you can do this very efficiently. You can now '''save''' the chart by giving it a '''save''' name.  When you '''save''' the chart in '''OPP''', OnePager saves the '''.TAM''' and '''saves''' the Microsoft Project '''source plan name''' and '''path''' information.  This is useful when you want to further update the chart or when you want to add a snapshot later on.  In the examples below we assume that the chart is '''saved''' as '''BlueGrass Project Report - Pro'''.
 +
 
 +
==Adding a Snapshot - Adding to the Chart with Changes Made to the Microsoft Project Source Plan's Data==
 +
 
 +
The power of '''OPP''' is illustrated when, after a period of progress on the project, it is time to produce another chart.  OnePager produces your next snapshot with the same look and feel as the original.  Assuming that the Microsoft Project '''source plan''' was updated with '''actual start and finish, percent complete''', and other relevant data during the reporting interval, '''OPP''' can easily generate a new snapshot.  Suppose we have the following chart created on 7/1/2019 and we want to create another graph from the updated Microsoft Project '''source plan''' on 8/1/2019.
 +
 
 +
<center>[[File:P61-3_0_1_1-61-(20)-05012018.png]]</center>
 +
<!--<center>P61-3_0_1_1-61-(20)-05012018.png</center>-->
 +
 
 +
Before creating a new snapshot for 8/1/2019 as planned, we need to update the Microsoft Project '''source plan''' say by updating the '''Percent Complete''' for the ADONIS Subcontractor Selection task to 75%.  When the '''source plan''' is updated with this revised information we can proceed. Launch '''OPP''' either from Microsoft Project ('''Add-in''') or from the '''Standalone Icon''' and click the '''UPDATE''' button on the '''OnePager Pro Start''' form. Doing so accesses the following '''OnePager choices''' ('''OPC''') form shown here:
 +
 
 +
<center>[[File:P71-3_0_1_1-71-(20A-1)-02072022.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(20A-1)-02072022.png</center>-->
 +
 
 +
In the '''OPC''' form select the '''NEW snapshot at date:''' as shown above.  You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time.  To see which snapshot dates already exist, just position your mouse over the '''NEW snapshot at date:''' window to see a list of the existing dates. 
 +
 
 +
<center>[[File:P71-3_0_1_1-71-(20B-1)-02072022.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(20B-1)-02072022.png</center>-->
 +
 
 +
You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:
 +
 
 +
<center>[[File:P71-3_0_1_1-71-(20C-1)-02072022.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(20C-1)-02072022.png</center>-->
 +
 
 +
Un-check the '''Show field mappings''' checkbox '''OFF''' if you want to use the same '''field mappings''' as you used before. The bottom of the screen now looks like this:
 +
 
 +
<center>[[File:P60-3_0_1-60-(26)-01252017.png]]</center>
 +
<!--<center>P60-3_0_1-60-(26)-01252017.png</center>-->
 +
 
 +
Pressing the large '''New''' button creates a new snapshot for the chart.  The chart opens at the new snapshot. The '''color''', '''fonts''', '''title''', and '''swimlane''' assignments are consistent between the two snapshots:
 +
 
 +
<center>[[File:P61-3_0_1_1-61-(20D)-05012018.png]]</center>
 +
<!--<center>P61-3_0_1_1-61-(20D)-05012018.png</center>-->
 +
 
 +
You can go back and forth between the two snapshots by using the '''snapshot forward/backward''' buttons on the '''View''' ribbon tool bar tab as shown below:
 +
 
 +
<center>[[File:P70-3_0_1_1-70-(20E)-07052019.png]]</center>
 +
<!--<center>P70-3_0_1_1-70-(20E)-07052019.png</center>-->
 +
 
 +
==Editing the Chart==
 +
 
 +
===Editing Task Bar Name Label Font Sizes===
 +
 
 +
You can always '''edit''' the '''font sizes''' and '''label positions''' on task bars and milestone symbols to optimize readability.  To do this, hold down the left mouse button and '''drag''' a selection box ('''Lasso''') that encloses many task bars and milestone symbols at once:
 +
 
 +
<center>[[File:P61-3_0_1_1-61-(29)-05012018.png]]</center>
 +
<!--<center>P61-3_0_1_1-61-(29)-05012018.png</center>-->
 +
 
 +
When you release the mouse, the enclosed task bars and milestone symbols are all be '''selected''':
 +
 
 +
<center>[[File:P61-3_0_1_1-61-(30)-05012018.png]]</center>
 +
<!--<center>P61-3_0_1_1-61-(30)-05012018.png</center>-->
 +
 
 +
Click the '''Increase Font Size''' button on the '''Home''' ribbon tool bar tab shown below:
 +
 
 +
<center>[[File:P70-3_0_1_1-70-(31)-07082019.png]]</center>
 +
<!--<center>P70-3_0_1_1-70-(31)-07082019.png</center>-->
 +
 
 +
The chart now looks something like this:
 +
 
 +
<center>[[File:P61-3_0_1_1-61-(32)-05012018.png]]</center>
 +
<!--<center>P61-3_0_1_1-61-(32)-05012018.png</center>-->
 +
 
 +
Repeating this operation for the remaining task bars and milestone symbols (we could have done '''Select All''' and done it all at once!), we obtain a chart with larger '''fonts''' on all the task bars and milestone symbols:
 +
 
 +
<center>[[File:P70-3_0_1_1-70-(33)-07082019.png]]</center>
 +
<!--<center>P70-3_0_1_1-70-(33)-07082019.png</center>-->
 +
 
 +
===Editing Task Bar Name Label Positions===
 +
 
 +
Another common '''editing''' action is to move the task bar's '''name label''' from their current positions to positions elsewhere around or on the task bar.  To do this, click the '''name label''' to select it and then click the '''Label Position''' button on the '''Home''' ribbon tool bar tab.  This action accesses the '''Label Position''' dropdown list where you can select one of the '''label positioning''' buttons as shown here:
 +
 
 +
<center>[[File:P70-3_0_1_1-70-(34)-04292020.png]]</center>
 +
<!--<center>P70-3_0_1_1-70-(34)-04292020.png</center>-->
 +
 
 +
At this point, as an example, click the '''Left''' option in the dropdown and the selected '''name label''' is moved to the left side of the task bar as shown here:
 +
 
 +
<center>[[File:P70-3_0_1_1-70-(34A)-004292020.png]]</center>
 +
<!--<center>P70-3_0_1_1-70-(34A)-004292020.png</center>-->
 +
 
 +
In case you change your mind about the '''last editing action''' you took, you can '''UNDO''' the '''last editing action''' by clicking the '''UNDO''' button above the OnePager ribbon tool bar tabs.  Successive clicking the '''UNDO''' button undoes '''editing''' actions in the reverse order that they were applied.
 +
 
 +
<center>[[File:P70-3_0_1_1-70-(35)-04292020.png]]</center>
 +
<!--<center>P70-3_0_1_1-70-(35)-04292020.png</center>-->
 +
 
 +
'''Save''' the '''edited''' chart by pressing the '''Save''' button above the ribbon tool bar tab next to the '''UNDO''' button.  All of the '''font size''' changes, '''text-position''' '''edits''', and the new '''Legend''' position are now '''saved''' in case you need to '''update''' this chart with new data at a later time.
 +
 
 +
===Editing Other Chart Contents===
 +
 
 +
The examples above are just samples of '''Chart Editor''' capabilities provided for '''editing''' within the chart.  Making other '''edits''' to task bars and milestone symbols and '''name labels''' are covered in more detail in this article:  [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72
 +
 
 +
Additionally, you can add task bar and milestone symbol information related to each task and milestone '''imported''' such as '''baseline data''', '''percent complete information''', and '''critical path information'''.  You can add '''comment boxes''' to task bars, '''free floating comment boxes in the chart''', vertical '''curtains''', '''task links''' to show dependencies, '''multiple swimlane levels''' and '''background images'''. And you can change the chart's '''Start/End Dates''', '''add''' or '''hide''' the '''Legend''', and add '''time axis levels''' at the top, bottom, and within the '''graph'''. Further, you are able to '''edit''' task bar and milestone symbol '''shapes'''; you have controls for '''editing''' '''rows/swimlanes''', '''headers and footers''' in the chart, '''background colors''', and other text information shown in the '''graph'''.
 +
 
 +
These capabilities and the articles that provide the detailed information on how to use them can be found  at:  [[OnePager Version 7.2#Ways to Make Changes to Your Chart | Ways to Make Changes to Your Chart]] 0.04-72
 +
 
 +
==Enhanced Editing Capabilities Provided in OnePager Pro==
 +
 
 +
===Multiple Swimlane Levels===
 +
 
 +
Previous versions of OnePager Pro and Express supported one level of '''swimlanes''' which allowed you to group '''rows''' together based on a particular '''source plan''' data field and its values. OnePager Pro and Express now supports '''three  swimlane levels''' which can be '''nested''' inside one another to better display a hierarchy relationship for a Program, it’s Projects, and their Phases as shown here:
 +
 
 +
<center>[[File:P70-0_4-70-(20)-03102020.png]]</center>
 +
<!--<center>P70-0_4-70-(20)-03102020.png</center>-->
 +
 
 +
In the illustration above, the '''first swimlane level''' is “Program” and under it as the '''second swimlane level''' are its “Projects”.  The '''third swimlane level''' under each “Project” are “Phases” and the '''rows''' within each '''Phase''' show the '''task bars''' at their appropriate '''start/end dates'''. Definition and '''editing''' of these '''multiple swimlane levels''' is accomplished in the '''Template Properties''' and '''Chart Properties '''form’s '''Rows/Swimlanes '''tab that is modified to provide all the controls necessary to manage these '''multiple swimlane levels''' in the chart.  The '''Rows/Swimlanes '''tab  of the '''Chart Properties '''form is shown below:
 +
 
 +
<center>[[File:P70-0_4-70-(21-1)-08282020.png]]</center>
 +
<!--<center>P70-0_4-70-(21-1)-08282020.png</center>-->
 +
 
 +
In addition to adding '''multiple swimlane levels''', the tab shown above is simplified by reorganizing the controls associated with '''Rows''' and '''Text Columns'''. '''Sorting''' controls for '''rows''' and '''swimlanes''' are in separate sub-control groups as shown above. There is a '''Row Borders Formatting… '''button in the '''Rows '''control group with the controls for defining and '''global editing''' of '''row borders''' and access buttons for '''Swimlane Formatting… '''and '''Text Column Formatting…'''  The controls shown above for the '''Chart Properties '''form are also found in the distributed '''Template Properties '''form’s '''Rows/Swimlanes''' tab. More detailed introductory information on the new '''Multiple Swimlane Levels''' feature can be found at these links:
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[Using Rows and Swimlanes for OnePager Version 7.1 | Using Rows and Swimlanes]] 4.0.1.5-71
 +
|-
 +
| [[Creating and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-71
 +
|}
 +
</center>
 +
 
 +
===Displaying Data-Driven Task Links===
 +
 
 +
OnePager Pro is enhanced to assist you with displaying Microsoft Project '''Predecessor''' fields in your chart.  Typically, this feature is turned '''OFF''' in all '''Template Properties''' forms distributed with OnePager.  However, the feature can be turned '''ON''' either before or after the creation of a chart. To turn the '''Data-Driven Task Link''' feature '''ON''' prior to creating a chart, go to the '''Template Properties''' form you plan to uses and click on the '''Task Links''' tab and then click the '''Import predecessors''' checkbox in the '''Data-Driven Task Links''' control group as shown below:
 +
 
 +
<center>[[File:P71-3_0_1_1-71-(38)-10252021.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(38)-10252021.png</center>-->
 +
 
 +
With the '''Import predecessors''' checkbox checked '''ON''' in the '''Template Properties''' form, the chart first created looks like this:
 +
 
 +
<center>[[File:P70-3_0_1_1-70-(39)-07082019.png]]</center>
 +
<!--<center>P70-3_0_1_1-70-(39)-07082019.png</center>-->
 +
 
 +
To turn the '''Data-Driven Task Link''' feature '''ON''' after the chart is created, go to the '''Chart Properties''' form's '''Task Links''' tab and then click the '''Import predecessors''' checkbox '''ON''' in the '''Data-Driven Task Links''' control group as shown below:
 +
 
 +
<center>[[File:P71-3_0_1_1-71-(40)-10252021.png]]</center>
 +
<!--<center>P71-3_0_1_1-71-(40)-10252021.png</center>-->
 +
 
 +
Once imported, '''Data-Driven Task Links''' can be '''shown''' or '''hidden''' and can be '''edited''' globally using the '''Template Properties or Chart Properties''' forms as shown above or individually using a '''task link''' right-click '''context menu'''. OnePager Pro continues to support manual '''Task Links''' which in previous OnePager Pro versions were called '''Event Links'''. The OnePager '''Data-Driven Task Links''' feature is flexible and powerful. 
 +
 
 +
More details are provided in the series of articles at:  [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.1 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-71
 +
 
 +
===Editing the Time Axis===
 +
 
 +
OnePager Pro is also enhanced with new capabilities and feature so you can '''edit''' the '''time axis''' and configure it to focus on specific time periods of interest in your project schedule presentation. As an example of the enhancements made to the '''time axis''' is the addition of the '''time axis cell stretch''' feature where you can lengthen the horizontal extend of any '''time axis cell''' so as to provide more space to focus on details within that time period.  An example of a stretched '''lower level time axis cell''' is shown below:
 +
 
 +
<center>[[File:P70-3_0_1_1-70-(41)-07082019.png]]</center>
 +
<!--<center>P70-3_0_1_1-70-(41)-07082019.png</center>-->
 +
 
 +
For additional detailed information on the '''editing''' of '''time axis cells''' and other related capabilities please see this article at:  [[Modifying the Time Axis for Version 7.1 (Portal) | Modifying the Time Axis (Portal)]] 22.0.1-71
  
 
==Related Links==
 
==Related Links==
  
[[Using Enterprise Custom Fields from Microsoft Project for OnePager Pro for Version 6.1 | Using Enterprise Custom Fields from Microsoft Project for OnePager Pro]] <!--24.3.1-61-->
+
[https://www.onepager.com/support/video_tutorials/onepager_71.html What's New with OnePager Release 7.1? Video]  <!--Update to 7.2 when video is ready-->
 +
 
 +
[https://www.onepager.com/support/faq.php?id=77 OnePager Doesn't Launch when the Standalone Icon is Clicked]
 +
 
 +
[http://www.onepager.com/about/contact_us.php Contact OnePager Support]
 +
 
 +
[[What's New with OnePager Release 7.2?]] 0.4-72
 +
 
 +
[[Using Rows and Swimlanes for OnePager Version 7.1 | Using Rows and Swimlanes]] 4.0.1.5-71
 +
 
 +
[[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71
 +
 
 +
[[Conditional Import for Version 7.1 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-71
 +
 
 +
[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.1 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-71
  
[[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Pro]] <!--7.13.1-61-->
+
[[Creating and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-71
  
[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-61-->
+
[[Using Microsoft Project Alias Column Names in OnePager Text Column Headings for Version 7.1 | Using Microsoft Project Alias Column Names in OnePager Text Column Headings]] 12.06.1-71
  
[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-61-->
+
[[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.1 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-71
  
[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-61-->
+
[[Modifying the Time Axis for Version 7.1 (Portal) | Modifying the Time Axis (Portal)]] 22.0.1-71
  
[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-61-->
+
[[Managing Chart Data for Version 7.1 | Managing Chart Data (Portal)]] 23.0.1-71
  
[[Opening an EXISTING Project View - OnePager Pro Desktop for Version 6.1 | Opening an EXISTING Project View - OnePager Pro Desktop]] <!--7.5.2-61-->
+
[[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
  
(8.5.1.2-61)
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(3.0.1-72)
  
[[Category:Version 6.1]]
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[[Category:Version 7.2]]
[[Category:Desktop]]
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[[Category:Getting Started with Version 7.2]]
[[Category:Basic Workflows]]
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[[Category:Add-in]]
[[Category:Multi-Project Formats]]
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[[Category:Standalone]]
[[Category:Enterprise Integration]]
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[[Category:Launching From Microsoft Project]]
[[Category:Microsoft Project Server Accounts]]
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[[Category:OnePager Choices Form]]
 
[[Category:OnePager Choices Form]]
[[Category:Project Views]]
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[[Category:Snapshots]]
[[Category:Editing a Project View]]
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[[Category:Charts]]
 
[[Category:Templates]]
 
[[Category:Templates]]
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[[Category:Editing the Chart]]
 
[[Category:Sharing Output]]
 
[[Category:Sharing Output]]
[[Category:Microsoft Project]]
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[[Category:Task Links]]
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[[Category:Time Axis]]
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[[Category:Multiple Swimlane Levels]]
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[[Category:OnePager - Tool Bar]]
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[[Category:Help]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
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[[Category:OnePager Bundle]]

Revision as of 17:34, 30 May 2022

Introduction

This Getting Started article provides instruction to new OnePager users on OnePager Pro where source plans are imported from Microsoft Project either using the Add-in edition or Standalone edition of OnePager Pro.

Message for OnePager Bundle Users

Because our new product OnePager Bundle supports the creation of Gantt Charts from Microsoft Project, Project Server, and Project Online, from its Add-in and Standalone editions, this article is used to provide that same instruction to new users getting started with OnePager Bundle.

For OnePager Bundle users coming to this article, the only difference you will see in the following article's sections and sub-section, is that examples and illustrations are based upon OnePager Pro. All functions and features described herein for OnePager Pro apply consistently for OnePager Bundle. So whenever OnePager Pro is mentioned below, OnePager Bundle users should consider the statement in the context of OnePager Bundle.

Add-in Versus Standalone for First Time Users

The Overview sub-section contains two sub-sections. The first describes Launching OnePager Pro Add-in for the First Time 3.0.1-72 The second describes Launching OnePager Pro Standalone for the First Time 3.0.1-72 We recommend reviewing the entire Overview sub-section before proceeding further.

Overview

As with previous version of OnePager Pro (OPP), version 7.2 you can launch OPP from a Standalone Icon as well as from within Microsoft Project (Add-in). Please note that after selecting the Add-in launch option that you are not be able to launch the OnePager Standalone application.

Only one of these applications (Add-in or Standalone) can be launched at a time. If you attempt to launch both, a warning message appears as shown below:

P70-3 0 1-70-(1)-07052019.png

If you need further information, please consult this link: OnePager Doesn't Launch when the Standalone Icon is Clicked.

This article provides the basic information needed to Getting Started and use OnePager Pro (OPP) after you launch OPP from Microsoft Project or when you launch the OPP Standalone edition. The sub-section providing Getting Started guidance when launching from the OPP Standalone Icon is at: Launching OnePager Pro Standalone for the First Time 3.0.1-72 The Getting Started guidance when launching from OPP Add-in follows in the next sub-section below.

Launching OnePager Pro Add-in for the First Time

The OPP Add-in automatically displays the OnePager Icon on the Microsoft Project Add-in ribbon tool bar tab once OnePager is installed. That OPP Add-in ribbon tool bar button set looks like this:

P70-1 6 1-70-(1)-07012019.png

Clicking the OnePager Pro button launches the Chart Editor. Clicking the Templates… button lets you edit the Template Properties form provided with the product. For now, it is simplest to use the default Template Properties form.

You can learn how Template Properties forms let you customize and standardize graph features later at: Managing Templates (Portal) 24.0.1-72

Before you launch OPP, it is a good idea to unhide the Microsoft Project Flag field that tells OnePager which Microsoft Project Flag field you intend to use to control the import of source plan data. Caution: When you unhide a field in Microsoft Project, that field can now appear in some of Microsoft Project’s standard reports. Do not forget to hide the field again before generating such reports if you do not want the field to appear in those reports. The selected Microsoft Project Flag field allows you to control which tasks get imported and appear in the chart and are saved in Microsoft Project for future use. For example, the Flag field (e.g., Flag20) is shown below:

P61-3 0 1-61-(2)-10232017.png

To control which tasks are imported, specify the Microsoft Project Flag field (e.g. Flag1, Flag2 … Flag20) that you wish to use. Number fields can also be used the same as the Flag fields where a 1 in a Number field indicates Yes and a 0 in a Number field indicates No. Un-hide that field in Microsoft Project by right-clicking in the field header area and selecting Insert Column:

P61-3 0 1-61-(3)-10232017.png

Now put a Yes in this Flag field for any task that you want to graph:

P61-3 0 1-61-(4)-10232017.png

When making your first chart, we strongly recommend that you select 50 or fewer tasks with Yes. Please note that OPP is shipped with a number of fully populated Template Properties forms that are based on the Microsoft Project source plan used in the OnePager Tutorial shipped with the product – BlueGrass Project Plan. Note that three field heading types must always be present: Name, Start, and Finish.

Caution - Starting in Microsoft Project 2010, there is a Manual Scheduling mode that allows you to leave dates blank in your schedule. However, behind the scenes, these dates are still being automatically assigned to the project Start Date, or to Today's Date if the project Start Date is not defined. Even though the dates appear to be undefined, they are defined behind the scenes, and are being passed to OPP. Because Today's Date often equals your Snapshot date, it is not surprising to see all of these dateless tasks appearing near the time cursor.

Solutions - There are two solutions available:

1) Define the dates for your tasks and milestones in Microsoft Project. This overwrites any default dates that Microsoft Project is assigning, and makes your project schedule more consistent with your OPP timeline. As a rule of thumb, we recommend defining dates for all tasks and milestones in your source plan, especially when it comes to creating a OPP chart.
2) Or, remove the dateless tasks from your OPP graph. You can leave them in your Microsoft Project source plan, but by removing them from the OPP graph, you won't have to explain why certain task bars and milestone symbols are appearing in weird places when they really should not.

To launch OPP and make a chart, click the OPP button on the Microsoft Project ribbon tool bar’s Add-ins tab, which accesses the OnePager Pro Start form:

P71-1 0 1-71-(10A)-10252021.png

The OnePager Pro Start form provides you with three options:

1) NEW Clicking the NEW button accesses the OnePager Pro choices (OPC) form.
2) UPDATE Clicking the UPDATE button allows you to BROWSE FILES for an existing chart or select a recently-opened chart.
3) OPEN Clicking the OPEN button allows you to BROWSE FILES for an existing chart or select a recently-opened chart.

Once selected and opened, the chart is available for editing. At this point you may wish to skip the following sub-section and proceed to the sub-section covering Creating a New Chart at Creating a New Chart 3.0.1-72

Launching OnePager Pro Standalone for the First Time

OPP can be installed so that it can be launched either from Microsoft Project’s Add-in tab on its ribbon tool bar tab or from a Standalone Icon or both. Additionally, you can also locate and double-click a .TAM to launch the Standalone OPP. The Standalone Icon for launching OPP looks like this:

P70-3 0 1 2-70-(2)-07092019.png

Before you launch OPP, it is a good idea to unhide the Microsoft Project Flag field that tells OnePager which Microsoft Project Flag field you intend to use to control the import of source plan data. Note that when you unhide a field in Microsoft Project, that field can now appear in some of Microsoft Project’s standard reports. Do not forget to hide the field again before generating such reports if you do not want the field to appear in those reports. The selected Microsoft Project Flag field allows you to control which tasks get graphed and are saved in Microsoft Project for future use. For example, the Flag field (e.g., Flag20) is shown below:

P61-3 0 1-61-(2)-10232017.png

To control which tasks are imported, specify the Microsoft Project Flag field (e.g. Flag1, Flag2 … Flag20) that you wish to use. Number fields can also be used the same as the Flag fields where a 1 in a Number field indicates Yes and a 0 in a Number field indicates No. Unhide that field in Microsoft Project by right-clicking in the field header area and selecting Insert Column:

P61-3 0 1-61-(3)-10232017.png

Now put a Yes in this Flag field for any task that you want to graph:

P61-3 0 1-61-(4)-10232017.png

When making your first chart, we strongly recommend that you select 50 or fewer tasks with Yes. Please note that OPP is shipped with a number of fully populated Templates Properties forms that are based on the Microsoft Project source plan used in the tutorial also shipped with the product – BlueGrass Project Plan. Note that three field heading types must always be present: Name, Start, and Finish.

Caution - Starting in Microsoft Project 2010, there is a Manual Scheduling mode that allows you to leave dates blank in your schedule. However, behind the scenes, these dates are still being automatically assigned to the project Start Date, or to Today's Date if the project Start Date is not defined. Even though the dates appear to be undefined, they are defined behind the scenes, and are being passed to OPP. Because Today's Date often equals your Snapshot date, it is not surprising to see all of these dateless tasks appearing near the time cursor.

Solutions - There are two solutions available:

1) Define the dates for your tasks and milestones in Microsoft Project. This overwrites any default dates that Microsoft Project is assigning, and makes your project schedule more consistent with your OPP timeline. As a rule of thumb, we recommend defining dates for all tasks and milestones, especially when it comes to creating a OPP chart.
2) Remove the dateless tasks from your OPP graph. You can leave them in your Microsoft Project source plan, but by removing them from the OPP graph, you won't have to explain why certain task bars and milestone symbols are appearing in weird places when they really should not.

Clicking the OPP Icon on the Standalone displays a splash page and then take you to the Chart Editor.

P71-3 0 1 2-71-(3)-10252021.png
P71-3 0 1 2-71-(4)-10252021.png

The OnePager Pro Start form provides you with three options:

1) NEW Clicking the NEW buttons bring up the OnePager Pro choices (OPC) form.
2) UPDATE Clicking the UPDATE button allows you to BROWSE FILES for an existing chart file or select a recently-opened chart.
3) OPEN Clicking the OPEN button allows you to BROWSE FILES for an existing chart or select a recently-opened chart.

Once selected and opened, the chart is available for editing. Please continue on to the next sub-section - Creating a New Chart.

Creating a New Chart

Clicking the NEW button accesses the OnePager choices (OPC) form as shown below:

P71-3 0 1 1-71-(6-1)-02072022.png

Options on the New OnePager Choices form

The OPC form gives you more options for selecting source plans. The illustration above shows that OPP is initiated from Microsoft Project with the source plan shown in the Selected File(s) group shown above. The Add/Remove button gives you the capability to add more source plans to the source packet or, for multiple file packets, to remove files. Clicking the Add/Remove button accesses the Data source selection form as shown below:

P71-3 0 1 1-71-(7-1)-02072022.png

The Data source selection form displays the current source plan that was loaded with Microsoft Project when you clicked the OnePager Pro button. This form lets you Add more Microsoft Project source plan to create a multi-project chart or Remove a source plan from a multi-file source packet. These options are detailed below.

Adding a New Source Plan

When you click the Add button, OPP gives you the option to bring up a Windows Open form when you select the BROWSE FILES… option as shown here:

P71-3 0 1 1-71-(8)-10252021.png

Clicking the BROWSE FILES… option displays a Window’s Open form so you can select a Microsoft Project source plan to add to the source packet. A sample Open form is shown below:

P70-3 0 1 1-70-(9)-07052019.png

When you select a desired Microsoft Project source plan and click the Open button as shown above, OPP adds the source plan to the source packet and displays it in the Data source selection window as shown below:

P70-3 0 1 1-70-(10)-07052019.png

The selected source plan is added to the source packet as shown above. OPP shows the path name of the source plan in the window if you hover the mouse over the source plan name. If you select a recently used source plan from the dropdown menu displayed when the Add button is clicked (Data source selection form), OPP adds that source plan to the source packet.

Removing a Source Plan

The Remove button allows you to remove a source plan from a source packet if that source plan is not needed to create the new chart. To remove a source plan, first select the source plan in the Data source selection form’s window so that it is highlighted in blue then click the Remove button as shown in the sequence below:

P71-3 0 1 1-71-(11)-10252021.png
P71-3 0 1 1-71-(12)-10252021.png

Other Choices to Make

Moving on to the other groups of the OPC form, you are asked to confirm a few things before you build the chart. OPP makes good guesses for each of these choices, but you can change any of them:

P71-3 0 1 1-71-(15-1)-02072022.png

Starting Template

The current Template Properties form determines which fields are imported from Microsoft Project and how the initial chart looks. OPP ships with many sample Templates Properties forms, but you can also customize your own Template Properties form. To choose which Template Properties form to use in building your chart, click the Change… button in the top group of the OPC form as shown here:

P71-3 0 1 1-71-(15A-1)-02072022.png

For now, just stick with the default Template Properties form entitled Single Project Gantt View – Detailed, but you can always use a different Template Properties form to get a different type of chart.

Title of the New Chart

This is the Title of the chart and also the suggested save name. You can change the save name when you save it. We recommend that you enter a Title that helps you identify the chart later on as shown here:

P71-3 0 1 1-71-(15B-1)-02072022.png

For each chart you create, OnePager remembers colors, titles, legends, font sizes, and all other graph properties so that your work is saved. Later, you can update the chart with a snapshot of how the project looks on a different date. Then you can browse through the snapshots to see how the project is changing over time. OPP also saves the path name associated with the save name (.TAM). Path names are not available in .TAMs produced with versions of OPP prior to version 6.0.

Task Selection

This is how you tell OPP which tasks to import from your Microsoft Project source plan as indicated below:

P71-3 0 1 1-71-(15C-1)-02072022.png

Either click the Select all tasks radio button to create a chart with everything or choose a Flag field. You can make several charts from a single Microsoft Project source plan, each using a different Flag or Number field. In OPP, if no Flags are set to Yes, OPP provides you with a warning message shown below:

P70-3 0 1 1-70-(15D)-07052019.png

Clicking the Select tasks by custom filter button enables the Edit filters... button. Clicking the Edit filters... button takes you to a form that controls the Conditional Import Filters feature as shown here.

P71-3 0 1 1-71-(15E-1)-02072022.png

For more detailed information, please see the article at: Conditional Import Filters (Portal) 7.18.1-72

Snapshot Date

This is the date of the chart and lets you keep track of how schedules change over time. The snapshot date is set by default from your Microsoft Project source plan's Project Information tab's Current date. You can change the snapshot date by clicking on the dropdown button at the window shown in the illustration below:

P71-3 0 1 1-71-(15F-1)-02072022.png

Making a calendar date selection as shown above establishes the snapshot date for the chart and the snapshot being created. Each chart can have many snapshots. Snapshots and their management are important topics. Snapshots are the basis of how OnePager Pro helps you track the progress of your project.

For more information, please see the articles at: Managing Chart Data (Portal) 23.0.1-72

Show Field Mappings

The Show field mappings checkbox is near the bottom of the form. When this checkbox is checked ON you have a chance to review and change the Microsoft Project field mappings to OPP before you make your first chart. To do this, click the Next> button as shown here:

P71-3 0 1 1-71-(15G-1)-02072022.png

You now see the following form:

P71-3 0 1 1-71-(16-1)-03152022.png

Notice in the above form that OPP has relied on the current Template Properties form to make some guesses on which Microsoft Project source plan fields should be used in making the chart. You can easily change any of these field mappings by making selections from the dropdown menus. For example, shown below is how to change which Finish Date in Microsoft Project is used to create the chart's Finish Date:

P71-3 0 1 1-71-(17-1)-03152022.png

Making the Graph

Once you are satisfied with the field mappings, click the Create new chart button to import the desired Microsoft Project source plan data and create a OnePager Pro chart. After a second or two you see the Chart Editor form that looks like this:

P70-3 0 1 1-70-(18-1)-07052019.png

Note that each task bar or milestone symbol is color coded based on the value in the Resource Names field. The Legend contains an optional diagram near the bottom explaining that the bars inside the task bars represent percent complete extracted from Microsoft Project. Percent complete comes from a Microsoft Project field that you specified in the field mappings form. Note that the current Template Properties form is the Template use by OnePager Pro to create the first chart and determines how your data looks in the new chart. The Template Properties form's Task Bars tab shows where the color control is located is shown below:

P71-3 0 1 1-71-(19-1)-03112022.png

Copying the Chart to Microsoft PowerPoint

OnePager provides access to the Windows clipboard so you can copy the chart and paste it into another application. To copy the current chart snapshot to the clipboard click the Copy button on the Home ribbon tool bar tab as shown below:

P70-3 0 1 1-70-(37A)-07082019.png

Then launch Microsoft PowerPoint and paste the clipboard copy of the chart into a Microsoft PowerPoint slide, as shown below:

P61-3 0 1 1-61-(37)-05012018.png

That’s it! You’ve created a professional 1-page schedule summary from a complex Microsoft Project schedule and copied it into a Microsoft PowerPoint presentation. You can also print the chart by selecting the Print button on the File tab. OnePager has other features that let you move task bars vertically to different rows and swimlanes, change the number and levels of swimlanes, add swimlane titles, show graphic dependencies among tasks, change task bar colors, hide task bars, edit text items, add floating comment boxes, add comment boxes to task bars, and standardize on chart styles across organizations.

To learn more about these features, read about the specific workflows in this Wiki at: Basic Workflows (Portal) 7.0.1-72 and Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-72

Opening a Chart

The right-most button on the OPC form is the OPEN button. Clicking the OPEN button displays a dropdown menu which is the same for the UPDATE button. The options in the dropdown are discussed below:

P71-3 0 1 1-71-(19A)-10252021.png

Clicking the BROWSE FILES... option accesses a Windows Open form from which you can select a .TAM that you want to open. Selecting the desired .TAM causes OPP to display the selected chart in the Chart Editor. From the Chart Editor, you can edit the chart, save it, or share it with others. Clicking any of the RECENT charts items in the dropdown menu above causes OPP to load the associated .TAM into the Chart Editor.

Replacing A Snapshot - Updating a Chart with Changes Made to the Microsoft Project Source Plan's Data

Suppose, after examining the chart you created and saved, you realize that it might be best to show more task bars. This, you think, would greatly improve your schedule presentation. Updating the chart at this point is simple. Recall that OPP is active and the Chart Editor is displaying the current chart you want to update. Additionally, the Microsoft Project source plan and the application are active. The original chart looked like this:

P70-3 0 1 1-70-(18-1)-07052019.png

Since Microsoft Project is still an active application and the Microsoft Project source plan you are using is still being displayed, go back to the Microsoft Project application and change the Flag20 field setting from No to Yes for the tasks you want to now import and display. A section of the Microsoft Project source plan where this is done is shown below:

P61-3 0 1-61-(19A)-10232017.png

Once you’ve made the Flag20 changes lines 8 through 15 in the Microsoft Project the source plan looks like this:

P61-3 0 1-61-(19B)-10232017.png

With the Microsoft Project source plan updated, go back to OPP and navigate to the Data ribbon tool bar tab where you see several buttons. To update your chart to show the additional task bars from your Microsoft Project source plan, click the Replace Snapshot button as shown below:

P70-3 0 1 1-70-(19C)-07052019.png

When you click the Replace Snapshot button, OPP goes back to the Microsoft Project source plan that you just changed, imports all the tasks that changed, and updates your chart. At the conclusion of the operation, the updated chart looks like this:

P61-3 0 1 1-61-(19D)-04302018.png

The example above is just one of many uses of the Data ribbon tool bar tab’s Replace Snapshot button when you need to update a chart. You can do this as many times as necessary until the chart is the way you need it. In addition to adding and removing tasks by changing the Microsoft Project Flag20 field, you can change source plan task Start Dates, Finish Dates, or Percent Complete and display these data changes in the chart. Using the procedure above you can do this very efficiently. You can now save the chart by giving it a save name. When you save the chart in OPP, OnePager saves the .TAM and saves the Microsoft Project source plan name and path information. This is useful when you want to further update the chart or when you want to add a snapshot later on. In the examples below we assume that the chart is saved as BlueGrass Project Report - Pro.

Adding a Snapshot - Adding to the Chart with Changes Made to the Microsoft Project Source Plan's Data

The power of OPP is illustrated when, after a period of progress on the project, it is time to produce another chart. OnePager produces your next snapshot with the same look and feel as the original. Assuming that the Microsoft Project source plan was updated with actual start and finish, percent complete, and other relevant data during the reporting interval, OPP can easily generate a new snapshot. Suppose we have the following chart created on 7/1/2019 and we want to create another graph from the updated Microsoft Project source plan on 8/1/2019.

P61-3 0 1 1-61-(20)-05012018.png

Before creating a new snapshot for 8/1/2019 as planned, we need to update the Microsoft Project source plan say by updating the Percent Complete for the ADONIS Subcontractor Selection task to 75%. When the source plan is updated with this revised information we can proceed. Launch OPP either from Microsoft Project (Add-in) or from the Standalone Icon and click the UPDATE button on the OnePager Pro Start form. Doing so accesses the following OnePager choices (OPC) form shown here:

P71-3 0 1 1-71-(20A-1)-02072022.png

In the OPC form select the NEW snapshot at date: as shown above. You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time. To see which snapshot dates already exist, just position your mouse over the NEW snapshot at date: window to see a list of the existing dates.

P71-3 0 1 1-71-(20B-1)-02072022.png

You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:

P71-3 0 1 1-71-(20C-1)-02072022.png

Un-check the Show field mappings checkbox OFF if you want to use the same field mappings as you used before. The bottom of the screen now looks like this:

P60-3 0 1-60-(26)-01252017.png

Pressing the large New button creates a new snapshot for the chart. The chart opens at the new snapshot. The color, fonts, title, and swimlane assignments are consistent between the two snapshots:

P61-3 0 1 1-61-(20D)-05012018.png

You can go back and forth between the two snapshots by using the snapshot forward/backward buttons on the View ribbon tool bar tab as shown below:

P70-3 0 1 1-70-(20E)-07052019.png

Editing the Chart

Editing Task Bar Name Label Font Sizes

You can always edit the font sizes and label positions on task bars and milestone symbols to optimize readability. To do this, hold down the left mouse button and drag a selection box (Lasso) that encloses many task bars and milestone symbols at once:

P61-3 0 1 1-61-(29)-05012018.png

When you release the mouse, the enclosed task bars and milestone symbols are all be selected:

P61-3 0 1 1-61-(30)-05012018.png

Click the Increase Font Size button on the Home ribbon tool bar tab shown below:

P70-3 0 1 1-70-(31)-07082019.png

The chart now looks something like this:

P61-3 0 1 1-61-(32)-05012018.png

Repeating this operation for the remaining task bars and milestone symbols (we could have done Select All and done it all at once!), we obtain a chart with larger fonts on all the task bars and milestone symbols:

P70-3 0 1 1-70-(33)-07082019.png

Editing Task Bar Name Label Positions

Another common editing action is to move the task bar's name label from their current positions to positions elsewhere around or on the task bar. To do this, click the name label to select it and then click the Label Position button on the Home ribbon tool bar tab. This action accesses the Label Position dropdown list where you can select one of the label positioning buttons as shown here:

P70-3 0 1 1-70-(34)-04292020.png

At this point, as an example, click the Left option in the dropdown and the selected name label is moved to the left side of the task bar as shown here:

P70-3 0 1 1-70-(34A)-004292020.png

In case you change your mind about the last editing action you took, you can UNDO the last editing action by clicking the UNDO button above the OnePager ribbon tool bar tabs. Successive clicking the UNDO button undoes editing actions in the reverse order that they were applied.

P70-3 0 1 1-70-(35)-04292020.png

Save the edited chart by pressing the Save button above the ribbon tool bar tab next to the UNDO button. All of the font size changes, text-position edits, and the new Legend position are now saved in case you need to update this chart with new data at a later time.

Editing Other Chart Contents

The examples above are just samples of Chart Editor capabilities provided for editing within the chart. Making other edits to task bars and milestone symbols and name labels are covered in more detail in this article: Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-72

Additionally, you can add task bar and milestone symbol information related to each task and milestone imported such as baseline data, percent complete information, and critical path information. You can add comment boxes to task bars, free floating comment boxes in the chart, vertical curtains, task links to show dependencies, multiple swimlane levels and background images. And you can change the chart's Start/End Dates, add or hide the Legend, and add time axis levels at the top, bottom, and within the graph. Further, you are able to edit task bar and milestone symbol shapes; you have controls for editing rows/swimlanes, headers and footers in the chart, background colors, and other text information shown in the graph.

These capabilities and the articles that provide the detailed information on how to use them can be found at: Ways to Make Changes to Your Chart 0.04-72

Enhanced Editing Capabilities Provided in OnePager Pro

Multiple Swimlane Levels

Previous versions of OnePager Pro and Express supported one level of swimlanes which allowed you to group rows together based on a particular source plan data field and its values. OnePager Pro and Express now supports three swimlane levels which can be nested inside one another to better display a hierarchy relationship for a Program, it’s Projects, and their Phases as shown here:

P70-0 4-70-(20)-03102020.png

In the illustration above, the first swimlane level is “Program” and under it as the second swimlane level are its “Projects”. The third swimlane level under each “Project” are “Phases” and the rows within each Phase show the task bars at their appropriate start/end dates. Definition and editing of these multiple swimlane levels is accomplished in the Template Properties and Chart Properties form’s Rows/Swimlanes tab that is modified to provide all the controls necessary to manage these multiple swimlane levels in the chart. The Rows/Swimlanes tab of the Chart Properties form is shown below:

P70-0 4-70-(21-1)-08282020.png

In addition to adding multiple swimlane levels, the tab shown above is simplified by reorganizing the controls associated with Rows and Text Columns. Sorting controls for rows and swimlanes are in separate sub-control groups as shown above. There is a Row Borders Formatting… button in the Rows control group with the controls for defining and global editing of row borders and access buttons for Swimlane Formatting… and Text Column Formatting… The controls shown above for the Chart Properties form are also found in the distributed Template Properties form’s Rows/Swimlanes tab. More detailed introductory information on the new Multiple Swimlane Levels feature can be found at these links:

Using Rows and Swimlanes 4.0.1.5-71
Creating and Editing Rows and Swimlanes (Portal) 12.0.1-71

Displaying Data-Driven Task Links

OnePager Pro is enhanced to assist you with displaying Microsoft Project Predecessor fields in your chart. Typically, this feature is turned OFF in all Template Properties forms distributed with OnePager. However, the feature can be turned ON either before or after the creation of a chart. To turn the Data-Driven Task Link feature ON prior to creating a chart, go to the Template Properties form you plan to uses and click on the Task Links tab and then click the Import predecessors checkbox in the Data-Driven Task Links control group as shown below:

P71-3 0 1 1-71-(38)-10252021.png

With the Import predecessors checkbox checked ON in the Template Properties form, the chart first created looks like this:

P70-3 0 1 1-70-(39)-07082019.png

To turn the Data-Driven Task Link feature ON after the chart is created, go to the Chart Properties form's Task Links tab and then click the Import predecessors checkbox ON in the Data-Driven Task Links control group as shown below:

P71-3 0 1 1-71-(40)-10252021.png

Once imported, Data-Driven Task Links can be shown or hidden and can be edited globally using the Template Properties or Chart Properties forms as shown above or individually using a task link right-click context menu. OnePager Pro continues to support manual Task Links which in previous OnePager Pro versions were called Event Links. The OnePager Data-Driven Task Links feature is flexible and powerful.

More details are provided in the series of articles at: Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-71

Editing the Time Axis

OnePager Pro is also enhanced with new capabilities and feature so you can edit the time axis and configure it to focus on specific time periods of interest in your project schedule presentation. As an example of the enhancements made to the time axis is the addition of the time axis cell stretch feature where you can lengthen the horizontal extend of any time axis cell so as to provide more space to focus on details within that time period. An example of a stretched lower level time axis cell is shown below:

P70-3 0 1 1-70-(41)-07082019.png

For additional detailed information on the editing of time axis cells and other related capabilities please see this article at: Modifying the Time Axis (Portal) 22.0.1-71

Related Links

What's New with OnePager Release 7.1? Video

OnePager Doesn't Launch when the Standalone Icon is Clicked

Contact OnePager Support

What's New with OnePager Release 7.2? 0.4-72

Using Rows and Swimlanes 4.0.1.5-71

Basic Workflows (Portal) 7.0.1-71

Conditional Import Filters (Portal) 7.18.1-71

Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-71

Creating and Editing Rows and Swimlanes (Portal) 12.0.1-71

Using Microsoft Project Alias Column Names in OnePager Text Column Headings 12.06.1-71

Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-71

Modifying the Time Axis (Portal) 22.0.1-71

Managing Chart Data (Portal) 23.0.1-71

Managing Templates (Portal) 24.0.1-71

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