Difference between revisions of "Using Oracle Primavera P6 Source Plans with OnePager Version 7.1"
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<center>[[File:P71-3_0_3_2-71-(1-1)-06022021.png]]</center> | <center>[[File:P71-3_0_3_2-71-(1-1)-06022021.png]]</center> | ||
| − | <center>P71-3_0_3_2-71-(1-1)-06022021.png</center> | + | <!--<center>P71-3_0_3_2-71-(1-1)-06022021.png</center> |
To control which '''activities''' and/or '''WBS Elements''' are '''imported''' by '''OnePager''' as task bars, you need to specify the Oracle Primavera P6 field as shown above where the Oracle Primavera P6 '''User Defined field''' named '''Flag20''' was added as a '''text''' field and the activities that we wish to '''import''' have this field's contents set to the text '''Yes''' for each activity we wish to import. When making your first chart, we strongly recommend that you select 50 or fewer tasks. | To control which '''activities''' and/or '''WBS Elements''' are '''imported''' by '''OnePager''' as task bars, you need to specify the Oracle Primavera P6 field as shown above where the Oracle Primavera P6 '''User Defined field''' named '''Flag20''' was added as a '''text''' field and the activities that we wish to '''import''' have this field's contents set to the text '''Yes''' for each activity we wish to import. When making your first chart, we strongly recommend that you select 50 or fewer tasks. | ||
| − | There are other methods for specifying which '''activities''' and/or '''WBS Elements''' are '''imported''' to '''OnePager'''. For more detailed information on making '''activity''' and/or '''WBS Element''' selections for '''import''' to '''OnePager''', please see the sub-section at this article: [[OnePager Import of Data from Primavera P6 for Version 7.1#Selecting Activities for Import into OnePager | Selecting Activities for Import into OnePager]] 4.0.1.6-71. | + | There are other methods for specifying which '''activities''' and/or '''WBS Elements''' are '''imported''' to '''OnePager'''. For more detailed information on making '''activity''' and/or '''WBS Element''' selections for '''import''' to '''OnePager''', please see the sub-section at this article: [[OnePager Import of Data from Primavera P6 for Version 7.1#Selecting Activities for Import into OnePager | Selecting Activities for Import into OnePager]] <!--4.0.1.6-71. |
Please note that '''OnePager''' is shipped with a number of fully populated '''Templates Properties''' forms that are tailored to a typical Oracle Primavera P6 '''source plan'''. Note that three field heading types '''must always be present''': '''Activity Name''', '''Start''', and '''End'''. | Please note that '''OnePager''' is shipped with a number of fully populated '''Templates Properties''' forms that are tailored to a typical Oracle Primavera P6 '''source plan'''. Note that three field heading types '''must always be present''': '''Activity Name''', '''Start''', and '''End'''. | ||
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'''OnePager''' can '''import''' either Oracle Primavera P6 '''XML formatted''' or '''XER formatted''' files. Therefore, these files must first be '''exported''' from your Oracle Primavera P6 application and stored under an appropriate file name of your choosing. Oracle Primavera P6 '''XML formatted''' and '''XER formatted''' files can be directly '''imported''' into '''OnePager''' as discussed in the next section. Since Oracle Primavera P6 '''XML formatted''' files can also be '''exported''' as '''ZIP''' file, '''OnePager''' can '''UNZIP''' these files and '''import''' these '''UNZIPPED XML formatted''' files to '''OnePager'''. | '''OnePager''' can '''import''' either Oracle Primavera P6 '''XML formatted''' or '''XER formatted''' files. Therefore, these files must first be '''exported''' from your Oracle Primavera P6 application and stored under an appropriate file name of your choosing. Oracle Primavera P6 '''XML formatted''' and '''XER formatted''' files can be directly '''imported''' into '''OnePager''' as discussed in the next section. Since Oracle Primavera P6 '''XML formatted''' files can also be '''exported''' as '''ZIP''' file, '''OnePager''' can '''UNZIP''' these files and '''import''' these '''UNZIPPED XML formatted''' files to '''OnePager'''. | ||
| − | For detailed information on exporting '''XER formatted''' and '''XER formatted''' files from Oracle Primavera P6, please see the sub-section in this article at: [[Using Oracle Primavera P6 Source Plans with OnePager Version 7.1#Exporting XML Formatted, ZIP Formatted, and XER Formatted Files from Oracle Primavera P6 to OnePager | Exporting XML Formatted, ZIP Formatted, and XER Formatted Files from Oracle Primavera P6 to OnePager]] 3.0.3.1-71. | + | For detailed information on exporting '''XER formatted''' and '''XER formatted''' files from Oracle Primavera P6, please see the sub-section in this article at: [[Using Oracle Primavera P6 Source Plans with OnePager Version 7.1#Exporting XML Formatted, ZIP Formatted, and XER Formatted Files from Oracle Primavera P6 to OnePager | Exporting XML Formatted, ZIP Formatted, and XER Formatted Files from Oracle Primavera P6 to OnePager]] <!--3.0.3.1-71. |
All examples which follow in this article use Oracle Primavera P6 '''XER formatted''' files as '''import''' to '''OnePager'''. | All examples which follow in this article use Oracle Primavera P6 '''XER formatted''' files as '''import''' to '''OnePager'''. | ||
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<center>[[File:P71-3_0_3_3-71-(1-1)-10152021.png]]</center> | <center>[[File:P71-3_0_3_3-71-(1-1)-10152021.png]]</center> | ||
| − | <center>P71-3_0_3_3-71-(1-1)-10152021.png</center> | + | <!--<center>P71-3_0_3_3-71-(1-1)-10152021.png</center> |
Clicking the '''OnePager Bundle Icon''' causes a splash page to be displayed and then you are taken to the '''OnePager Bundle -- Chart Editor''' as shown in the sequence below: | Clicking the '''OnePager Bundle Icon''' causes a splash page to be displayed and then you are taken to the '''OnePager Bundle -- Chart Editor''' as shown in the sequence below: | ||
<center>[[File:P71-3_0_3_3-71-(3-1)-10152021.png]]</center> | <center>[[File:P71-3_0_3_3-71-(3-1)-10152021.png]]</center> | ||
| − | <center>P71-3_0_3_3-71-(3-1)-10152021.png</center> | + | <!--<center>P71-3_0_3_3-71-(3-1)-10152021.png</center> |
<center>[[File:P71-3_0_3_3-71-(4-1)-101512021.png]]</center> | <center>[[File:P71-3_0_3_3-71-(4-1)-101512021.png]]</center> | ||
| − | <center>P71-3_0_3_3-71-(4-1)-101512021.png</center> | + | <!--<center>P71-3_0_3_3-71-(4-1)-101512021.png</center> |
The '''OnePager Bundle Start''' form shown in the above illustration provides you with three options: | The '''OnePager Bundle Start''' form shown in the above illustration provides you with three options: | ||
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<center>[[File:P71-3_0_3_3-71-(5-1)-10152021.png]]</center> | <center>[[File:P71-3_0_3_3-71-(5-1)-10152021.png]]</center> | ||
| − | <center>P71-3_0_3_3-71-(5-1)-10152021.png</center> | + | <!--<center>P71-3_0_3_3-71-(5-1)-10152021.png</center> |
Next, click the '''Select''' button to access the dropdown menu where you have the options shown in the illustration below: | Next, click the '''Select''' button to access the dropdown menu where you have the options shown in the illustration below: | ||
<center>[[File:P71-3_0_3_2-71-(6-2)-10152021.png]]</center> | <center>[[File:P71-3_0_3_2-71-(6-2)-10152021.png]]</center> | ||
| − | <center>P71-3_0_3_2-71-(6-2)-10152021.png</center> | + | <!--<center>P71-3_0_3_2-71-(6-2)-10152021.png</center> |
Clicking the desired Oracle Primavera P6 '''source plan''' entry shown above ('''BlueGrass Project Plan.xer''') tells '''OnePager''' which Oracle Primavera P6 file to load under the control of the defined '''Flag20''' flag field and expands the previously abbreviated '''OnePager Choices''' form shown here: | Clicking the desired Oracle Primavera P6 '''source plan''' entry shown above ('''BlueGrass Project Plan.xer''') tells '''OnePager''' which Oracle Primavera P6 file to load under the control of the defined '''Flag20''' flag field and expands the previously abbreviated '''OnePager Choices''' form shown here: | ||
<center>[[File:P71-3_0_3_2-71-(10A-3)-02252022.png]]</center> | <center>[[File:P71-3_0_3_2-71-(10A-3)-02252022.png]]</center> | ||
| − | <center>P71-3_0_3_2-71-(10A-3)-102252022.png</center> | + | <!--<center>P71-3_0_3_2-71-(10A-3)-102252022.png</center> |
Shown in the illustration above is the '''file name''' for the Oracle Primavera P6 '''source plan''' and the distributed Oracle Primavera P6 '''Template Properties''' form that '''OnePager''' selects as a starting point for you. Also shown above is the '''chart name''' selected as an example for the '''NEW OnePager Bundle''' chart. '''OnePager''' also recognizes the Oracle Primavera P6 '''Flag20''' field as the '''import selection field''' because its contents are '''Yes''' and blanks. At this point you can change the '''Template Properties''' form used to build the chart by clicking the '''Change''' button in the '''Starting Template''' sub-section of the '''OnePager Choices''' form. You can change the '''chart name''' at any time before clicking the '''Create new chart''' button. | Shown in the illustration above is the '''file name''' for the Oracle Primavera P6 '''source plan''' and the distributed Oracle Primavera P6 '''Template Properties''' form that '''OnePager''' selects as a starting point for you. Also shown above is the '''chart name''' selected as an example for the '''NEW OnePager Bundle''' chart. '''OnePager''' also recognizes the Oracle Primavera P6 '''Flag20''' field as the '''import selection field''' because its contents are '''Yes''' and blanks. At this point you can change the '''Template Properties''' form used to build the chart by clicking the '''Change''' button in the '''Starting Template''' sub-section of the '''OnePager Choices''' form. You can change the '''chart name''' at any time before clicking the '''Create new chart''' button. | ||
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<center>[[File:P71-3_0_3_1-71-(7-4)-02252022.png]]</center> | <center>[[File:P71-3_0_3_1-71-(7-4)-02252022.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(7-4)-02252022.png</center> | + | <!--<center>P71-3_0_3_1-71-(7-4)-02252022.png</center> |
The '''Data source selection''' form displays the current '''source plan''' that was loaded when you launched '''OnePager'''. This form lets you '''Add''' more Oracle Primavera P6 '''source plans''' to create a '''multi-project''' chart or '''Remove''' a '''source plan''' from a '''multi-file source packet'''. These options are detailed below. | The '''Data source selection''' form displays the current '''source plan''' that was loaded when you launched '''OnePager'''. This form lets you '''Add''' more Oracle Primavera P6 '''source plans''' to create a '''multi-project''' chart or '''Remove''' a '''source plan''' from a '''multi-file source packet'''. These options are detailed below. | ||
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<center>[[File:P71-3_0_3_1-71-(8-2)-20252021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(8-2)-20252021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(8-2)-10152021.png</center> | + | <!--<center>P71-3_0_3_1-71-(8-2)-10152021.png</center> |
Clicking the '''BROWSE FILES…''' option displays a Window’s '''Open''' form so you can select an Oracle Primavera P6 '''source plan''' to '''add''' to the '''source packet'''. A sample '''Open''' form is shown below: | Clicking the '''BROWSE FILES…''' option displays a Window’s '''Open''' form so you can select an Oracle Primavera P6 '''source plan''' to '''add''' to the '''source packet'''. A sample '''Open''' form is shown below: | ||
<center>[[File:P71-3_0_3_1-71-(9)-06042021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(9)-06042021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(9)-06042021.png</center> | + | <!--<center>P71-3_0_3_1-71-(9)-06042021.png</center> |
When you select a desired Oracle Primavera P6 '''source plan''' and click the '''Open''' button as shown above, '''OnePager''' adds the '''source plan''' to the '''source packet''' and displays it in the '''Data source selection''' window as shown below: | When you select a desired Oracle Primavera P6 '''source plan''' and click the '''Open''' button as shown above, '''OnePager''' adds the '''source plan''' to the '''source packet''' and displays it in the '''Data source selection''' window as shown below: | ||
<center>[[File:P71-3_0_3_1-71-(10)-06042021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(10)-06042021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(10)-06042021.png</center> | + | <!--<center>P71-3_0_3_1-71-(10)-06042021.png</center> |
The selected '''source plan''' is '''added''' to the '''source packet''' as shown above. '''OnePager''' 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), '''OnePager''' adds that '''source plan''' to the '''source packet'''. | The selected '''source plan''' is '''added''' to the '''source packet''' as shown above. '''OnePager''' 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), '''OnePager''' adds that '''source plan''' to the '''source packet'''. | ||
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<center>[[File:P71-3_0_3_1-71-(11-1)-06042021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(11-1)-06042021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(11-1)-06042021.png</center> | + | <!--<center>P71-3_0_3_1-71-(11-1)-06042021.png</center> |
<center>[[File:P71-3_0_3_1-71-(12)-06042021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(12)-06042021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(12)-06042021.png</center> | + | <!--<center>P71-3_0_3_1-71-(12)-06042021.png</center> |
===Other Choices to Make=== | ===Other Choices to Make=== | ||
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<center>[[File:P71-3_0_3_1-71-(15-3)-02252022.png]]</center> | <center>[[File:P71-3_0_3_1-71-(15-3)-02252022.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(15-3)-02252022.png</center> | + | <!--<center>P71-3_0_3_1-71-(15-3)-02252022.png</center> |
====Starting Template Properties Form==== | ====Starting Template Properties Form==== | ||
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<center>[[File:P71-3_0_3_1-71-(15A-3)-02252022.png]]</center> | <center>[[File:P71-3_0_3_1-71-(15A-3)-02252022.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(15A-3)-02252022.png</center> | + | <!--<center>P71-3_0_3_1-71-(15A-3)-02252022.png</center> |
The dropdown list shown in the illustration above only shows '''RECENT''' and '''PERMANENT Templates''' selections for the '''source plan''' type you selected previously in the '''Selected File(s)''' sub-control group above. | The dropdown list shown in the illustration above only shows '''RECENT''' and '''PERMANENT Templates''' selections for the '''source plan''' type you selected previously in the '''Selected File(s)''' sub-control group above. | ||
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<center>[[File:P71-3_0_3_1-71-(15B-3)-102252022.png]]</center> | <center>[[File:P71-3_0_3_1-71-(15B-3)-102252022.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(15B-3)-02252022.png</center> | + | <!--<center>P71-3_0_3_1-71-(15B-3)-02252022.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. '''OnePager''' also '''saves''' the '''path name''' associated with the chart's '''save''' name ('''.TAM'''). | 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. '''OnePager''' also '''saves''' the '''path name''' associated with the chart's '''save''' name ('''.TAM'''). | ||
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<center>[[File:P71-3_0_3_1-71-(15C-3)-102252022.png]]</center> | <center>[[File:P71-3_0_3_1-71-(15C-3)-102252022.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(15C-3)-02252022.png</center> | + | <!--<center>P71-3_0_3_1-71-(15C-3)-02252022.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 Oracle Primavera P6 '''source plan''', each using a different '''Flag''' field. In '''OnePager''', if no '''Flags''' are set to '''Yes''', '''OnePager''' provides you with a warning message shown below: | 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 Oracle Primavera P6 '''source plan''', each using a different '''Flag''' field. In '''OnePager''', if no '''Flags''' are set to '''Yes''', '''OnePager''' provides you with a warning message shown below: | ||
<center>[[File:P71-3_0_3_1-71-(15D)-06042021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(15D)-06042021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(15D)-06042021.png</center> | + | <!--<center>P71-3_0_3_1-71-(15D)-06042021.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. | 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_3_1-71-(15E-4)-02252022.png]]</center> | <center>[[File:P71-3_0_3_1-71-(15E-4)-02252022.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(15E-4)-02252022.png</center> | + | <!--<center>P71-3_0_3_1-71-(15E-4)-02252022.png</center> |
| − | For more detailed information on '''Conditional Import''', please see the article at: [[Conditional Import for Version 7.1 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-71 | + | For more detailed information on '''Conditional Import''', please see the article at: [[Conditional Import for Version 7.1 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-71 |
====Snapshot Date==== | ====Snapshot Date==== | ||
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<center>[[File:P71-3_0_3_1-71-(15F-2)-02252022.png]]</center> | <center>[[File:P71-3_0_3_1-71-(15F-2)-02252022.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(15F-2)-02252022.png</center> | + | <!--<center>P71-3_0_3_1-71-(15F-2)-02252022.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''' helps you track the progress of your project. | 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''' helps you track the progress of your project. | ||
| − | For more information on '''Snapshots and their Management''', please see the articles at: [[Managing Chart Data for Version 7.1 | Managing Chart Data (Portal)]] 23.0.1-71 | + | For more information on '''Snapshots and their Management''', please see the articles at: [[Managing Chart Data for Version 7.1 | Managing Chart Data (Portal)]] <!--23.0.1-71 |
====Show Field Mappings==== | ====Show Field Mappings==== | ||
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<center>[[File:P71-3_0_3_1-71-(15G-3)-02252022.png]]</center> | <center>[[File:P71-3_0_3_1-71-(15G-3)-02252022.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(15G-3)-02252022png</center> | + | <!--<center>P71-3_0_3_1-71-(15G-3)-02252022png</center> |
| − | + | ||
You now see the following form: | You now see the following form: | ||
<center>[[File:P71-3_0_3_1-71-(16-1)-10152021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(16-1)-10152021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(16-1)-10152021.png</center> | + | <!--<center>P71-3_0_3_1-71-(16-1)-10152021.png</center> |
Notice in the above form that '''OnePager''' has relied on the current '''Template Properties''' form to make some guesses on which Oracle Primavera P6 '''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''' in Oracle Primavera P6 is used to create the chart's '''Finish''': | Notice in the above form that '''OnePager''' has relied on the current '''Template Properties''' form to make some guesses on which Oracle Primavera P6 '''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''' in Oracle Primavera P6 is used to create the chart's '''Finish''': | ||
<center>[[File:P71-3_0_3_1-71-(17-2)-17152021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(17-2)-17152021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(17-2)-10152021.png</center> | + | <!--<center>P71-3_0_3_1-71-(17-2)-10152021.png</center> |
===Creating the Graph=== | ===Creating the Graph=== | ||
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<center>[[File:P71-3_0_3_1-71-(11A-1)-10152021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(11A-1)-10152021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(11A-1)-10152021.png</center> | + | <!--<center>P71-3_0_3_1-71-(11A-1)-10152021.png</center> |
===Copying the Chart to Microsoft PowerPoint=== | ===Copying the Chart to Microsoft PowerPoint=== | ||
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<center>[[File:P71-3_0_3_1-71-(37A-1)-10152021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(37A-1)-10152021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(37A-1)-10152021.png</center> | + | <!--<center>P71-3_0_3_1-71-(37A-1)-10152021.png</center> |
Then launch Microsoft PowerPoint and paste the clipboard copy of the chart into a Microsoft PowerPoint slide, as shown below: | Then launch Microsoft PowerPoint and paste the clipboard copy of the chart into a Microsoft PowerPoint slide, as shown below: | ||
<center>[[File:P71-3_0_3_1-71-(37)-06072021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(37)-06072021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(37)-06072021.png</center> | + | <!--<center>P71-3_0_3_1-71-(37)-06072021.png</center> |
That’s it! You’ve created a professional 1-page schedule summary from a complex Oracle Primavera P6 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 Bundle''' 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. | That’s it! You’ve created a professional 1-page schedule summary from a complex Oracle Primavera P6 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 Bundle''' 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 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71 and [[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 | + | To learn more about these features, read about the specific workflows in this Wiki at: [[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-71--> and [[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-- |
==Opening a Chart== | ==Opening a Chart== | ||
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<center>[[File:P71-3_0_3_1-71-(19A-1)-10152021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(19A-1)-10152021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(19A-1)-10152021.png</center> | + | <!--<center>P71-3_0_3_1-71-(19A-1)-10152021.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 '''OnePager''' 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 '''OnePager''' to load the associated '''.TAM''' into the '''Chart Editor'''. | 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 '''OnePager''' 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 '''OnePager''' to load the associated '''.TAM''' into the '''Chart Editor'''. | ||
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<center>[[File:P71-3_0_3_1-71-(4A-1)-10152021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(4A-1)-10152021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(4A-1)-10152021.png</center> | + | <!--<center>P71-3_0_3_1-71-(4A-1)-10152021.png</center> |
'''Updates''' to '''OnePager''' charts are performed by adding snapshots which are a series of charts produced from a sequentially updated Oracle Primavera P6 '''source plan''' over time. '''Updates''' can be made to existing charts in the set of existing snapshots. Snapshots are identified by a '''snapshot date'''. The management of snapshots with a chart is described in the sub-sections that follow. | '''Updates''' to '''OnePager''' charts are performed by adding snapshots which are a series of charts produced from a sequentially updated Oracle Primavera P6 '''source plan''' over time. '''Updates''' can be made to existing charts in the set of existing snapshots. Snapshots are identified by a '''snapshot date'''. The management of snapshots with a chart is described in the sub-sections that follow. | ||
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<center>[[File:P71-3_0_3_1-71-(11A-1)-10152021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(11A-1)-10152021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(11A-1)-10152021.png</center> | + | <!--<center>P71-3_0_3_1-71-(11A-1)-10152021.png</center> |
Since Oracle Primavera P6 is still an active program and the Oracle Primavera P6 '''source plan''' you are using is still being displayed, go back to the Oracle Primavera P6 application and change the '''Flag20''' field setting from '''blank''' to '''Yes''' for the activities you want to now '''import''' and display. A section of the Oracle Primavera P6 '''source plan''' where this is done is shown below: | Since Oracle Primavera P6 is still an active program and the Oracle Primavera P6 '''source plan''' you are using is still being displayed, go back to the Oracle Primavera P6 application and change the '''Flag20''' field setting from '''blank''' to '''Yes''' for the activities you want to now '''import''' and display. A section of the Oracle Primavera P6 '''source plan''' where this is done is shown below: | ||
<center>[[File:P71-3_0_3_1-71-(19B)-06072021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(19B)-06072021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(19B)-06072021.png</center> | + | <!--<center>P71-3_0_3_1-71-(19B)-06072021.png</center> |
Once you’ve made the '''Flag20''' changes to '''Activity ID's A1050''' through '''A1080''' in the Oracle Primavera P6 the '''source plan''' looks like this: | Once you’ve made the '''Flag20''' changes to '''Activity ID's A1050''' through '''A1080''' in the Oracle Primavera P6 the '''source plan''' looks like this: | ||
<center>[[File:P71-3_0_3_1-71-(19C)-06072021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(19C)-06072021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(19C)-06072021.png</center> | + | <!--<center>P71-3_0_3_1-71-(19C)-06072021.png</center> |
With the Oracle Primavera P6 '''source plan''' updated, '''export''' the '''source plan''' as an '''XER''' file with the same name as the original Oracle Primavera P6 '''source plan''' file. Next, go back to '''OnePager''' 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 Oracle Primavera P6 '''source plan''', click the '''Replace Snapshot''' button as shown below: | With the Oracle Primavera P6 '''source plan''' updated, '''export''' the '''source plan''' as an '''XER''' file with the same name as the original Oracle Primavera P6 '''source plan''' file. Next, go back to '''OnePager''' 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 Oracle Primavera P6 '''source plan''', click the '''Replace Snapshot''' button as shown below: | ||
<center>[[File:P71-3_0_3_1-71-(19D-2)-03152022.png]]</center> | <center>[[File:P71-3_0_3_1-71-(19D-2)-03152022.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(19D-2)-03152022.png</center> | + | <!--<center>P71-3_0_3_1-71-(19D-2)-03152022.png</center> |
When you click the '''Replace Snapshot''' button, '''OnePager''' accesses the Oracle Primavera P6 '''XER''' file you just changed and '''exported''', '''imports''' all the activities that changed, and updates your chart. At the conclusion of the operation, the updated chart looks like this: | When you click the '''Replace Snapshot''' button, '''OnePager''' accesses the Oracle Primavera P6 '''XER''' file you just changed and '''exported''', '''imports''' all the activities that changed, and updates your chart. At the conclusion of the operation, the updated chart looks like this: | ||
<center>[[File:P71-3_0_3_1-71-(19E-2)-03152022.png]]</center> | <center>[[File:P71-3_0_3_1-71-(19E-2)-03152022.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(19E-2)-03152022.png</center> | + | <!--<center>P71-3_0_3_1-71-(19E-2)-03152022.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 activities by changing the Oracle Primavera P6 '''Flag20''' field, you can change '''source plan''' activity '''Start''', '''Finish''', 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, '''OnePager saves''' the '''.TAM''' and '''saves''' the Oracle Primavera P6 '''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 - P6'''. | 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 activities by changing the Oracle Primavera P6 '''Flag20''' field, you can change '''source plan''' activity '''Start''', '''Finish''', 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, '''OnePager saves''' the '''.TAM''' and '''saves''' the Oracle Primavera P6 '''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 - P6'''. | ||
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<center>[[File:P71-3_0_3_1-71-(20-2)-10152021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(20-2)-10152021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(20-2)-10152021.png</center> | + | <!--<center>P71-3_0_3_1-71-(20-2)-10152021.png</center> |
Before creating a new snapshot to show updates to the plan, we need to update the Oracle Primavera P6 '''source plan''' say by updating the '''Percent Complete''' for activities that have progressed to , say, 50%. When the '''source plan''' is updated with this revised information and '''exported''', we can proceed. Launch '''OnePager''' and click the '''UPDATE''' button on the '''OnePager Bundle Start''' form. Doing so accesses the following '''OnePager choices''' ('''OPC''') form shown here: | Before creating a new snapshot to show updates to the plan, we need to update the Oracle Primavera P6 '''source plan''' say by updating the '''Percent Complete''' for activities that have progressed to , say, 50%. When the '''source plan''' is updated with this revised information and '''exported''', we can proceed. Launch '''OnePager''' and click the '''UPDATE''' button on the '''OnePager Bundle Start''' form. Doing so accesses the following '''OnePager choices''' ('''OPC''') form shown here: | ||
<center>[[File:P71-3_0_3_1-71-(20A-2)-02252022.png]]</center> | <center>[[File:P71-3_0_3_1-71-(20A-2)-02252022.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(20A-2)-02252022.png</center> | + | <!--<center>P71-3_0_3_1-71-(20A-2)-02252022.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. | 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_3_1-71-(20B-2)-02252022.png]]</center> | <center>[[File:P71-3_0_3_1-71-(20B-2)-02252022.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(20B-2)-02252022.png</center> | + | <!--<center>P71-3_0_3_1-71-(20B-2)-02252022.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: | 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_3_1-71-(20C-2)-02252022.png]]</center> | <center>[[File:P71-3_0_3_1-71-(20C-2)-02252022.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(20C-2)-02252022.png</center> | + | <!--<center>P71-3_0_3_1-71-(20C-2)-02252022.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: | 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:P71-3_0_3_1-71-(26)-06072021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(26)-06072021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(26)-06072021.png</center> | + | <!--<center>P71-3_0_3_1-71-(26)-06072021.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: | 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:P71-3_0_3_1-71-(20D)-06072021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(20D)-06072021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(20D)-06072021.png</center> | + | <!--<center>P71-3_0_3_1-71-(20D)-06072021.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: | 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:P71-3_0_3_1-71-(20E-1)-10152021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(20E-1)-10152021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(20E-1)-10152021.png</center> | + | <!--<center>P71-3_0_3_1-71-(20E-1)-10152021.png</center> |
==Editing the Chart== | ==Editing the Chart== | ||
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<center>[[File:P71-3_0_3_1-71-(29)-06072021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(29)-06072021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(29)-06072021.png</center> | + | <!--<center>P71-3_0_3_1-71-(29)-06072021.png</center> |
When you release the mouse, the enclosed task bars and milestone symbols are all be selected: | When you release the mouse, the enclosed task bars and milestone symbols are all be selected: | ||
<center>[[File:P71-3_0_3_1-71-(30)-06072021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(30)-06072021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(30)-06072021.png</center> | + | <!--<center>P71-3_0_3_1-71-(30)-06072021.png</center> |
Click the '''Increase Font Size''' button on the '''Home''' ribbon tool bar tab shown below: | Click the '''Increase Font Size''' button on the '''Home''' ribbon tool bar tab shown below: | ||
<center>[[File:P71-3_0_3_1-71-(31-1)-10152021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(31-1)-10152021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(31-1)-10152021.png</center> | + | <!--<center>P71-3_0_3_1-71-(31-1)-10152021.png</center> |
The chart now looks something like this: | The chart now looks something like this: | ||
<center>[[File:P71-3_0_3_1-71-(32)-06072021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(32)-06072021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(32)-06072021.png</center> | + | <!--<center>P71-3_0_3_1-71-(32)-06072021.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: | 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:P71-3_0_3_1-71-(33)-06072021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(33)-06072021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(33)-06072021.png</center> | + | <!--<center>P71-3_0_3_1-71-(33)-06072021.png</center> |
===Editing Task Bar Name Label Positions=== | ===Editing Task Bar Name Label Positions=== | ||
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<center>[[File:P71-3_0_3_1-71-(34)-06042021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(34)-06042021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(34)-06042021.png</center> | + | <!--<center>P71-3_0_3_1-71-(34)-06042021.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: | 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:P71-3_0_3_1-71-(34A)-06042021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(34A)-06042021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(3A)-06042021.png</center> | + | <!--<center>P71-3_0_3_1-71-(3A)-06042021.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. | 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:P71-3_0_3_1-71-(35)-06042021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(35)-06042021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(35)-06042021.png</center> | + | <!--<center>P71-3_0_3_1-71-(35)-06042021.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. | '''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. | ||
| Line 352: | Line 351: | ||
===Editing Other Chart Contents=== | ===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 7.1 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-71 | + | 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 7.1 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-71 |
Additionally, you can add task bar and milestone symbol information related to each activity 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''' ('''floating time axis rows'''). Further, you are able to '''edit''' task bar and milestone symbol '''shapes''', '''colors''', and '''fill patterns'''; you have controls for '''editing''' '''rows/swimlanes''', '''text columns''', '''headers and footers''' in the chart, '''background colors''', and other text information shown in the '''graph'''. | Additionally, you can add task bar and milestone symbol information related to each activity 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''' ('''floating time axis rows'''). Further, you are able to '''edit''' task bar and milestone symbol '''shapes''', '''colors''', and '''fill patterns'''; you have controls for '''editing''' '''rows/swimlanes''', '''text columns''', '''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 this index page: [[OnePager Version 7.1#Ways to Make Changes to Your Chart | Ways to Make Changes to Your Chart]] 0.04-71 | + | These capabilities and the articles that provide the detailed information on how to use them can be found at this index page: [[OnePager Version 7.1#Ways to Make Changes to Your Chart | Ways to Make Changes to Your Chart]] <!--0.04-71 |
==Enhanced Capabilities Provided with OnePager== | ==Enhanced Capabilities Provided with OnePager== | ||
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<center>[[File:P71-3_0_3_1-71-(40)-07042021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(40)-07042021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(40)-07042021.png</center> | + | <!--<center>P71-3_0_3_1-71-(40)-07042021.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: | 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:P71-3_0_3_1-71-(41-1)-06082021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(41-1)-06082021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(41-1)-06082021.png</center> | + | <!--<center>P71-3_0_3_1-71-(41-1)-06082021.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: | 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: | ||
| Line 378: | Line 377: | ||
<center> | <center> | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Using Rows and Swimlanes for OnePager Version 7.1 | Using Rows and Swimlanes]] | + | | [[Using Rows and Swimlanes for OnePager Version 7.1 | Using Rows and Swimlanes]] v4.0.1.5-71 |
|- | |- | ||
| − | | [[Creating and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-71 | + | | [[Creating and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-71 |
|} | |} | ||
</center> | </center> | ||
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<center>[[File:P71-3_0_3_1-71-(44-2)-10152021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(44-2)-10152021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(44-2)-10152021.png</center> | + | <!--<center>P71-3_0_3_1-71-(44-2)-10152021.png</center> |
With the '''Import predecessors''' checkbox checked '''ON''' in the '''Template Properties''' form, the chart first created looks like this: | With the '''Import predecessors''' checkbox checked '''ON''' in the '''Template Properties''' form, the chart first created looks like this: | ||
<center>[[File:P71-3_0_3_1-71-(43-1)-09222021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(43-1)-09222021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(43-1)-09222021.png</center> | + | <!--<center>P71-3_0_3_1-71-(43-1)-09222021.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: | 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_3_1-71-(42-1)-09222021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(42-1)-09222021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(42-1)-09222021.png</center> | + | <!--<center>P71-3_0_3_1-71-(42-1)-09222021.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''' continues to support manual '''Task Links''' which in previous OnePager versions were called '''Event Links'''. The '''OnePager Data-Driven Task Links''' feature is flexible and powerful. | 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''' continues to support manual '''Task Links''' which in previous OnePager 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 | + | 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=== | ===Editing the Time Axis=== | ||
| Line 410: | Line 409: | ||
<center>[[File:P71-3_0_3_1-71-(45)-06072021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(45)-06072021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(45)-06072021.png</center> | + | <!--<center>P71-3_0_3_1-71-(45)-06072021.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 | 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 | ||
| Line 423: | Line 422: | ||
<center>[[File:P71-3_0_3_1-71-(46)-06072021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(46)-06072021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(46)-06072021.png</center> | + | <!--<center>P71-3_0_3_1-71-(46)-06072021.png</center> |
===Exporting XML Formatted, ZIP Formatted, and XER Formatted Files from Oracle Primavera P6 to OnePager=== | ===Exporting XML Formatted, ZIP Formatted, and XER Formatted Files from Oracle Primavera P6 to OnePager=== | ||
| Line 431: | Line 430: | ||
'''OnePager '''can '''import''' from Oracle Primavera P6 either its '''XML format''', '''ZIP format''', or its '''XER format '''files. The '''XML formatted''' file and the '''ZIP formatted''' file contain more Oracle Primavera P6 column options than does the '''XER formatted''' file. Your selection of the '''export''' file type depends on the fields you wish '''OnePager''' to process and represent in your chart. | '''OnePager '''can '''import''' from Oracle Primavera P6 either its '''XML format''', '''ZIP format''', or its '''XER format '''files. The '''XML formatted''' file and the '''ZIP formatted''' file contain more Oracle Primavera P6 column options than does the '''XER formatted''' file. Your selection of the '''export''' file type depends on the fields you wish '''OnePager''' to process and represent in your chart. | ||
| − | For a list of columns available in both the '''XML/ZIP formatted''' file and the '''XER formatted''' file, please see the article at: [[Oracle Primavera P6 Columns Available to OnePager for Version 7.1 | Oracle Primavera P6 Columns Available to OnePager]] 29.1.1-71. | + | For a list of columns available in both the '''XML/ZIP formatted''' file and the '''XER formatted''' file, please see the article at: [[Oracle Primavera P6 Columns Available to OnePager for Version 7.1 | Oracle Primavera P6 Columns Available to OnePager]] <!--29.1.1-71. |
The following sub-sections provide a step-by-step description of how to '''export''' each of the file types to make then accessible to '''OnePager'''. | The following sub-sections provide a step-by-step description of how to '''export''' each of the file types to make then accessible to '''OnePager'''. | ||
| Line 442: | Line 441: | ||
<center>[[File:P71-3_0_3_1-71-(50)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(50)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(50)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(50)-07232021.png</center> |
Next, click the '''Export…''' button as shown above to access the Oracle Primavera P6 '''Export''' form’s '''Export Format''' page shown below where the '''Primavera P6 – (XER)''' radio button is already selected as the '''default''': | Next, click the '''Export…''' button as shown above to access the Oracle Primavera P6 '''Export''' form’s '''Export Format''' page shown below where the '''Primavera P6 – (XER)''' radio button is already selected as the '''default''': | ||
<center>[[File:P71-3_0_3_1-71-(51)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(51)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(51)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(51)-07232021.png</center> |
In the form above, click the '''Primavera P6 – (XML)''' radio button as shown here: | In the form above, click the '''Primavera P6 – (XML)''' radio button as shown here: | ||
<center>[[File:P71-3_0_3_1-71-(57)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(57)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(57)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(57)-07232021.png</center> |
After assuring that the '''Primavera P6 – (XML) '''radio button is clicked '''ON''', click the '''Next''' button on the '''Export Format '''page to access the '''Projects to Export '''page where, in the illustration below, one project is included and the '''Export''' field in the grid has the checkbox checked '''ON''' to indicate that the project is to be '''exported''': | After assuring that the '''Primavera P6 – (XML) '''radio button is clicked '''ON''', click the '''Next''' button on the '''Export Format '''page to access the '''Projects to Export '''page where, in the illustration below, one project is included and the '''Export''' field in the grid has the checkbox checked '''ON''' to indicate that the project is to be '''exported''': | ||
<center>[[File:P71-3_0_3_1-71-(58)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(58)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(58)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(58)-07232021.png</center> |
With '''XML format exports''' you have the option to select a '''Baseline''' associated with the '''source plan''' and '''export '''that '''baseline '''as part of the '''XML format'''. To do this, click the right most highlighted area where it says '''Select…''' to access the '''Baselines to Export''' form shown below: | With '''XML format exports''' you have the option to select a '''Baseline''' associated with the '''source plan''' and '''export '''that '''baseline '''as part of the '''XML format'''. To do this, click the right most highlighted area where it says '''Select…''' to access the '''Baselines to Export''' form shown below: | ||
<center>[[File:P71-3_0_3_1-71-(59)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(59)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(59)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(59)-07232021.png</center> |
In the illustration above, there are two '''Baselines''' available to '''export'''. Checking the '''Export '''checkbox '''ON '''for the top '''Baseline''' assures that this '''baseline '''is '''exported '''in the '''XML format'''. You have the option to select more than one '''baseline '''to '''export''' or you may choose not to '''export '''any '''baselines''' with the '''XML format'''. Click the '''OK '''button on the '''Baselines to Export''' form to close the form. When you do this, the '''Baselines to Export''' field in the grid of the '''Projects to Export '''form is updated to reflect the name of the '''Baseline''' or '''Baselines '''that are '''exported '''with the '''XML format'''. Then, click the '''Next '''button on the '''Projects to Export '''page to transition to the '''File Name '''page discussed next. | In the illustration above, there are two '''Baselines''' available to '''export'''. Checking the '''Export '''checkbox '''ON '''for the top '''Baseline''' assures that this '''baseline '''is '''exported '''in the '''XML format'''. You have the option to select more than one '''baseline '''to '''export''' or you may choose not to '''export '''any '''baselines''' with the '''XML format'''. Click the '''OK '''button on the '''Baselines to Export''' form to close the form. When you do this, the '''Baselines to Export''' field in the grid of the '''Projects to Export '''form is updated to reflect the name of the '''Baseline''' or '''Baselines '''that are '''exported '''with the '''XML format'''. Then, click the '''Next '''button on the '''Projects to Export '''page to transition to the '''File Name '''page discussed next. | ||
| Line 471: | Line 470: | ||
<center>[[File:P71-3_0_3_1-71-(60-2)-09222021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(60-2)-09222021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(60-2)-09222021.png</center> | + | <!--<center>P71-3_0_3_1-71-(60-2)-09222021.png</center> |
Once the '''Save File''' form is accessed, select the '''File name '''that you want to use for the '''exported XML formatted''' file that contains your '''source plan'''. When the '''file name '''is selected or typed in, click the '''Save '''button on the '''Save File''' form to return to the '''File Name '''page. | Once the '''Save File''' form is accessed, select the '''File name '''that you want to use for the '''exported XML formatted''' file that contains your '''source plan'''. When the '''file name '''is selected or typed in, click the '''Save '''button on the '''Save File''' form to return to the '''File Name '''page. | ||
| Line 478: | Line 477: | ||
<center>[[File:P71-3_0_3_1-71-(61)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(61)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(61)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(61)-07232021.png</center> |
Clicking the '''Finish''' button shown above accesses the '''Export Result '''page of the form with an indication of the success of the process as shown below: | Clicking the '''Finish''' button shown above accesses the '''Export Result '''page of the form with an indication of the success of the process as shown below: | ||
<center>[[File:P71-3_0_3_1-71-(62)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(62)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(62)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(62)-07232021.png</center> |
Click the '''Close '''button to return to the Oracle Primavera P6 main page. At this point your '''XML formatted source plan''' is stored in the specified location you provided to Oracle Primavera P6. | Click the '''Close '''button to return to the Oracle Primavera P6 main page. At this point your '''XML formatted source plan''' is stored in the specified location you provided to Oracle Primavera P6. | ||
| Line 494: | Line 493: | ||
<center>[[File:P71-3_0_3_1-71-(50)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(50)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(50)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(50)-07232021.png</center> |
Next, click the '''Export…''' button as shown above to access the Oracle Primavera P6 '''Export''' form’s '''Export Format''' page shown below where the '''Primavera P6 – (XER)''' radio button is already selected as the '''default''': | Next, click the '''Export…''' button as shown above to access the Oracle Primavera P6 '''Export''' form’s '''Export Format''' page shown below where the '''Primavera P6 – (XER)''' radio button is already selected as the '''default''': | ||
<center>[[File:P71-3_0_3_1-71-(51)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(51)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(51)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(51)-07232021.png</center> |
In the form above, click the '''Primavera P6 – (XML)''' radio button as shown here: | In the form above, click the '''Primavera P6 – (XML)''' radio button as shown here: | ||
<center>[[File:P71-3_0_3_1-71-(57)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(57)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(57)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(57)-07232021.png</center> |
After assuring that the '''Primavera P6 – (XML) '''radio button is clicked '''ON''', click the '''Next''' button on the '''Export Format '''page to access the '''Projects to Export '''page where, in the illustration below, one project is included and the '''Export''' field in the grid has the checkbox checked '''ON''' to indicate that the project is to be '''exported''': | After assuring that the '''Primavera P6 – (XML) '''radio button is clicked '''ON''', click the '''Next''' button on the '''Export Format '''page to access the '''Projects to Export '''page where, in the illustration below, one project is included and the '''Export''' field in the grid has the checkbox checked '''ON''' to indicate that the project is to be '''exported''': | ||
<center>[[File:P71-3_0_3_1-71-(58)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(58)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(58)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(58)-07232021.png</center> |
With '''XML format exports''' you have the option to select a '''Baseline''' associated with the '''source plan''' and '''export '''that '''baseline '''as part of the '''XML format'''. To do this, click the right most highlighted area where it says '''Select…''' to access the '''Baselines to Export''' form shown below: | With '''XML format exports''' you have the option to select a '''Baseline''' associated with the '''source plan''' and '''export '''that '''baseline '''as part of the '''XML format'''. To do this, click the right most highlighted area where it says '''Select…''' to access the '''Baselines to Export''' form shown below: | ||
<center>[[File:P71-3_0_3_1-71-(59)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(59)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(59)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(59)-07232021.png</center> |
In the illustration above, there are two '''Baselines''' available to '''export'''. Checking the '''Export '''checkbox '''ON '''for the top '''Baseline''' assures that this '''baseline '''is '''exported '''in the '''XML format'''. You have the option to select more than one '''baseline '''to '''export''' or you may choose not to '''export '''any '''baselines''' with the '''XML format'''. Click the '''OK '''button on the '''Baselines to Export''' form to close the form. When you do this, the '''Baselines to Export''' field in the grid of the '''Projects to Export '''form is updated to reflect the name of the '''Baseline''' or '''Baselines '''that are '''exported '''with the '''XML format'''. Then, click the '''Next '''button on the '''Projects to Export '''page to transition to the '''File Name '''page discussed next. | In the illustration above, there are two '''Baselines''' available to '''export'''. Checking the '''Export '''checkbox '''ON '''for the top '''Baseline''' assures that this '''baseline '''is '''exported '''in the '''XML format'''. You have the option to select more than one '''baseline '''to '''export''' or you may choose not to '''export '''any '''baselines''' with the '''XML format'''. Click the '''OK '''button on the '''Baselines to Export''' form to close the form. When you do this, the '''Baselines to Export''' field in the grid of the '''Projects to Export '''form is updated to reflect the name of the '''Baseline''' or '''Baselines '''that are '''exported '''with the '''XML format'''. Then, click the '''Next '''button on the '''Projects to Export '''page to transition to the '''File Name '''page discussed next. | ||
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<center>[[File:P71-3_0_3_1-71-(60-1)-09222021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(60-1)-09222021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(60-1)-09222021.png</center> | + | <!--<center>P71-3_0_3_1-71-(60-1)-09222021.png</center> |
Once the '''Save File''' form is accessed, select the '''File name '''that you want to use for the '''exported .ZIP''' file that contains your '''XML formatted source plan'''. When the '''file name '''is selected or typed in, click the '''Save '''button on the '''Save File''' form to return to the '''File Name '''page. | Once the '''Save File''' form is accessed, select the '''File name '''that you want to use for the '''exported .ZIP''' file that contains your '''XML formatted source plan'''. When the '''file name '''is selected or typed in, click the '''Save '''button on the '''Save File''' form to return to the '''File Name '''page. | ||
| Line 530: | Line 529: | ||
<center>[[File:P71-3_0_3_1-71-(61)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(61)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(61)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(61)-07232021.png</center> |
Clicking the '''Finish''' button shown above accesses the '''Export Result '''page of the form with an indication of the success of the process as shown below: | Clicking the '''Finish''' button shown above accesses the '''Export Result '''page of the form with an indication of the success of the process as shown below: | ||
<center>[[File:P71-3_0_3_1-71-(62)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(62)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(62)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(62)-07232021.png</center> |
Click the '''Close '''button to return to the Oracle Primavera P6 main page. At this point, the '''.ZIP file''' containing your '''XML formatted '''source plan is stored in the specified location you provided to Oracle Primavera P6. | Click the '''Close '''button to return to the Oracle Primavera P6 main page. At this point, the '''.ZIP file''' containing your '''XML formatted '''source plan is stored in the specified location you provided to Oracle Primavera P6. | ||
| Line 544: | Line 543: | ||
<center>[[File:P71-3_0_3_1-71-(63)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(63)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(63)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(63)-07232021.png</center> |
It is recommended that this '''.XML '''extracted file be copied and pasted into a folder where it can be accessed easily by '''OnePager'''. | It is recommended that this '''.XML '''extracted file be copied and pasted into a folder where it can be accessed easily by '''OnePager'''. | ||
| Line 553: | Line 552: | ||
<center>[[File:P71-3_0_3_1-71-(50)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(50)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(50)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(50)-07232021.png</center> |
Next, click the '''Export…''' button as shown above to access the Oracle Primavera P6 '''Export''' form’s '''Export Format''' page shown below where the '''Primavera P6 – (XER)''' radio button is already selected as the default: | Next, click the '''Export…''' button as shown above to access the Oracle Primavera P6 '''Export''' form’s '''Export Format''' page shown below where the '''Primavera P6 – (XER)''' radio button is already selected as the default: | ||
<center>[[File:P71-3_0_3_1-71-(51)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(51)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(51)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(51)-07232021.png</center> |
Then, click the '''Next '''button as shown above to get to the '''Export Type''' page where the '''Project''' radio button is the default selection: | Then, click the '''Next '''button as shown above to get to the '''Export Type''' page where the '''Project''' radio button is the default selection: | ||
<center>[[File:P71-3_0_3_1-71-(52)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(52)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(52)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(52)-07232021.png</center> |
Clicking the '''Next''' button again on the '''Export Type '''page accesses the '''Projects to Export '''page where, in the illustration below, one project is included and the '''Export''' field in the grid has the checkbox checked '''ON''' to indicate that the project is to be '''exported''': | Clicking the '''Next''' button again on the '''Export Type '''page accesses the '''Projects to Export '''page where, in the illustration below, one project is included and the '''Export''' field in the grid has the checkbox checked '''ON''' to indicate that the project is to be '''exported''': | ||
<center>[[File:P71-3_0_3_1-71-(53)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(53)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(53)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(53)-07232021.png</center> |
Once, assuring that the '''Export '''checkbox is checked '''ON''' for the desired project, click the '''Next '''button to access the '''File Name''' page. At the '''File Name''' page, click the '''… '''dropdown button on the right side of the window to access the Oracle Primavera P6 '''Save File''' form and type in the desired '''file name''' for the '''exported file''' as shown below: | Once, assuring that the '''Export '''checkbox is checked '''ON''' for the desired project, click the '''Next '''button to access the '''File Name''' page. At the '''File Name''' page, click the '''… '''dropdown button on the right side of the window to access the Oracle Primavera P6 '''Save File''' form and type in the desired '''file name''' for the '''exported file''' as shown below: | ||
<center>[[File:P71-3_0_3_1-71-(54)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(54)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(54)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(54)-07232021.png</center> |
Clicking the '''Save''' button on the '''Save File''' form saves the file to the designated folder and returns to the '''File Name '''form where you can now click the '''Finish '''button to complete the save process as shown here: | Clicking the '''Save''' button on the '''Save File''' form saves the file to the designated folder and returns to the '''File Name '''form where you can now click the '''Finish '''button to complete the save process as shown here: | ||
<center>[[File:P71-3_0_3_1-71-(55)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(55)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(55)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(55)-07232021.png</center> |
Clicking the '''Finish''' button shown above accesses the '''Export Result '''page of the form with an indication of the success of the process as shown below: | Clicking the '''Finish''' button shown above accesses the '''Export Result '''page of the form with an indication of the success of the process as shown below: | ||
<center>[[File:P71-3_0_3_1-71-(56)-07232021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(56)-07232021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(56)-07232021.png</center> | + | <!--<center>P71-3_0_3_1-71-(56)-07232021.png</center> |
Click the '''Close '''button to return to the Oracle Primavera P6 main page. Your '''XER '''file is now located where you specified on your computer and is available for '''import '''to '''OnePager.''' | Click the '''Close '''button to return to the Oracle Primavera P6 main page. Your '''XER '''file is now located where you specified on your computer and is available for '''import '''to '''OnePager.''' | ||
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<center>[[File:P71-3_0_3_1-71-(64-1)-09222021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(64-1)-09222021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(64-1)-09222021.png</center> | + | <!--<center>P71-3_0_3_1-71-(64-1)-09222021.png</center> |
In the illustration above, clicking the '''BROWSE Primavera P6 Files… '''option, accesses the '''OnePager Bundle Open '''form listing all Oracle Primavera P6 files available for '''import''' to '''OnePager''' as shown below: | In the illustration above, clicking the '''BROWSE Primavera P6 Files… '''option, accesses the '''OnePager Bundle Open '''form listing all Oracle Primavera P6 files available for '''import''' to '''OnePager''' as shown below: | ||
<center>[[File:P71-3_0_3_1-71-(65)-07262021.png]]</center> | <center>[[File:P71-3_0_3_1-71-(65)-07262021.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(65)-07262021.png</center> | + | <!--<center>P71-3_0_3_1-71-(65)-07262021.png</center> |
When you make your file selection in the above form and click the '''Open '''button on the '''OnePager Open '''form, the '''OnePager choices '''form expands to show the selection and provides access to the form’s remaining fields where you can make to remainder of your selections so '''OnePager''' can create your chart as shown below: | When you make your file selection in the above form and click the '''Open '''button on the '''OnePager Open '''form, the '''OnePager choices '''form expands to show the selection and provides access to the form’s remaining fields where you can make to remainder of your selections so '''OnePager''' can create your chart as shown below: | ||
<center>[[File:P71-3_0_3_1-71-(66-2)-02252022.png]]</center> | <center>[[File:P71-3_0_3_1-71-(66-2)-02252022.png]]</center> | ||
| − | <center>P71-3_0_3_1-71-(66-2)-02252022.png</center> | + | <!--<center>P71-3_0_3_1-71-(66-2)-02252022.png</center> |
| − | After completing this sub-section, we recommend that you return to the top of this article where the discussion continues with further details on '''importing '''Oracle Primavera P6 source plans into '''OnePager Bundle Standalone''' at: [[Using Oracle Primavera P6 Source Plans with OnePager Version 7.1#Launching OnePager | Launching OnePager ]] 3.0.3.1-71. | + | After completing this sub-section, we recommend that you return to the top of this article where the discussion continues with further details on '''importing '''Oracle Primavera P6 source plans into '''OnePager Bundle Standalone''' at: [[Using Oracle Primavera P6 Source Plans with OnePager Version 7.1#Launching OnePager | Launching OnePager ]] <!--3.0.3.1-71. |
====Do Not Mix XML and XER Source Plan Files When Making Multiple-Project Charts==== | ====Do Not Mix XML and XER Source Plan Files When Making Multiple-Project Charts==== | ||
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<center>[[File:P71-8_5_2-71-(18-1)-102252022.png]]</center> | <center>[[File:P71-8_5_2-71-(18-1)-102252022.png]]</center> | ||
| − | <center>P71-8_5_2-71-(18-1)-02252022.png</center> | + | <!--<center>P71-8_5_2-71-(18-1)-02252022.png</center> |
==Related Links== | ==Related Links== | ||
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[https://www.onepager.com/support/video_tutorials/primavera-p6.html Getting Started with Primavera P6] | [https://www.onepager.com/support/video_tutorials/primavera-p6.html Getting Started with Primavera P6] | ||
| − | [[What's New with OnePager Release 7.1?]] 0.4-71 | + | [[What's New with OnePager Release 7.1?]] <!--0.4-71 |
| − | [[Installing and Activating OnePager Bundle for Version 7.1 (Portal) | Installing and Activating OnePager Bundle (Portal)]] 2.0.3-71 | + | [[Installing and Activating OnePager Bundle for Version 7.1 (Portal) | Installing and Activating OnePager Bundle (Portal)]] <!--2.0.3-71 |
| − | [[Getting Started with OnePager Pro Version 7.1]] 3.0.1-71 | + | [[Getting Started with OnePager Pro Version 7.1]] <!--3.0.1-71 |
| − | [[Getting Started with OnePager Express Version 7.1]] 3.0.2-71 | + | [[Getting Started with OnePager Express Version 7.1]] <!--3.0.2-71 |
| − | [[Using Smartsheet Source Plans with OnePager Version 7.1 | Using Smartsheet Source Plans with OnePager]] 3.0.3.3-71 | + | [[Using Smartsheet Source Plans with OnePager Version 7.1 | Using Smartsheet Source Plans with OnePager]] <!--3.0.3.3-71 |
| − | [[Using Microsoft Project/Excel Source Plans with OnePager Bundle Version 7.1 | Using Microsoft Project/Excel Source Plans with OnePager Bundle]] 3.0.3.2-71 | + | [[Using Microsoft Project/Excel Source Plans with OnePager Bundle Version 7.1 | Using Microsoft Project/Excel Source Plans with OnePager Bundle]] <!--3.0.3.2-71 |
| − | [[Using Microsoft Project/Excel Source Plans with OnePager Version 7.1 | Using Microsoft Project/Excel Source Plans with OnePager]] 3.0.3.2-71 | + | [[Using Microsoft Project/Excel Source Plans with OnePager Version 7.1 | Using Microsoft Project/Excel Source Plans with OnePager]] <!--3.0.3.2-71 |
| − | [[Using Rows and Swimlanes for OnePager Version 7.1 | Using Rows and Swimlanes]] 4.0.1.5-71 | + | [[Using Rows and Swimlanes for OnePager Version 7.1 | Using Rows and Swimlanes]] <!--4.0.1.5-71 |
| − | [[OnePager Import of Data from Primavera P6 for Version 7.1 | OnePager Import of Data from Primavera P6]] 4.0.1.6-71 | + | [[OnePager Import of Data from Primavera P6 for Version 7.1 | OnePager Import of Data from Primavera P6]] <!--4.0.1.6-71 |
| − | [[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71 | + | [[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 | + | [[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 | + | [[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 and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-71 | + | [[Creating and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-71 |
| − | [[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 | + | [[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 |
| − | [[Modifying the Time Axis for Version 7.1 (Portal) | Modifying the Time Axis (Portal)]] 22.0.1-71 | + | [[Modifying the Time Axis for Version 7.1 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-71 |
| − | [[Managing Chart Data for Version 7.1 | Managing Chart Data (Portal)]] 23.0.1-71 | + | [[Managing Chart Data for Version 7.1 | Managing Chart Data (Portal)]] <!--23.0.1-71 |
| − | [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71 | + | [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] <!--24.0.1-71 |
| − | [[Oracle Primavera P6 Columns Available to OnePager for Version 7.1 | Oracle Primavera P6 Columns Available to OnePager]] 29.1.1-71 | + | [[Oracle Primavera P6 Columns Available to OnePager for Version 7.1 | Oracle Primavera P6 Columns Available to OnePager]] <!--29.1.1-71 |
(3.0.3.1-71) | (3.0.3.1-71) | ||
Revision as of 19:54, 26 April 2022
Contents
Introduction
To use OnePager Bundle Standalone with Oracle Primavera P6 you are required to have Oracle Primavera P6 installed on your computer with OnePager Bundle, possess a valid Oracle Primavera P6 license and an account, and have Oracle Primavera P6 source plans that can be imported to OnePager Bundle. With these requirements satisfied, OnePager Bundle can access your Oracle Primavera P6 XML formatted, ZIP formatted, or XER formatted files and create a NEW chart, UPDATE an existing chart, or OPEN an already created chart residing on your computer.
This article is a complete guide for using OnePager Bundle Standalone for importing Oracle Primavera P6 XML, ZIP, or XER files through the creation of a OnePager Chart, editing the chart, and incorporating the chart into a schedule conversation such as pasting the chart into a Microsoft PowerPoint presentation.
As a convention, whenever we refer to the OnePager Bundle in the context of Oracle Primavera P6, we'll just say OnePager when its absolutely clear that we are discussing OnePager with Oracle Primavera P6. Since only the Standalone edition of OnePager can import Oracle Primavera P6 XML formatted, XER formatted files, and ZIP formatted files containing XML formatted data, we'll just leave the suffix "Standalone" off.
Launching OnePager Using Oracle Primavera P6 Source Plans for the First Time
Preparing the Oracle Primavera P6 Source Plan
Selecting Oracle Primavera P6 Activities and/or WBS Elements to Import to OnePager
OnePager supports both Oracle Primavera P6 XML and XER export file structures. OnePager also supports Oracle Primavera P6 exported ZIP formatted files containing XML formatted source plans. As with OnePager Pro and OnePager Express, OnePager used with Oracle Primavera P6 source plans requires that you add a Flag field to your source plan that can be coded with Yes text values to indicate to OnePager that the source plan's row entry is to be imported and displayed in the Chart Editor. An example Oracle Primavera P6 source plan based on the BlueGrass Project Plan used elsewhere in this Wiki is shown below with the column Flag20 indicating the import Flag field:
-06022021.png)
and Manual Editing Task/Milestone Shapes and Text Labels (Portal)
