Many users prefer to plan their projects in PPM tools other than Microsoft Project. You might prefer Smartsheet, Primavera P6, Planisware, or some other tool. When using these PPM tools, unique IDs are just as important as they are in Microsoft Project or Excel.Continue reading
Continuing our series on unique IDs, this week’s post will cover how to correctly establish and maintain a unique ID in an Excel spreadsheet that you are planning to use with OnePager Express. The focus of this article is for project plans that you are building from the ground up in Excel.
If you are using Excel to transfer data from another PPM tool like Planisware, Primavera, or Smartsheet, you’ll want to wait for our next article, which will provide specific instructions for each of those platforms.
When creating a unique ID in Excel, you want to use a field where all the values can be (1) unique and (2) consistent. It doesn’t really matter what you name the field as long as you adhere to these two principles. The unique IDs themselves can be any format that you like. Most users prefer a simple numeric ID, but if you want to create something different, you certainly can.Continue reading
In our previous post, we covered the ins and outs of unique IDs with Microsoft Project locally on the desktop. This article discusses some of the differences in how unique IDs work when you are using Project Server or Project Online.
When you launch OnePager as an add-in to MS Project, you have the option to connect directly to Project Server/Online or to let MS Project connect to the server and then funnel the information back to OnePager through the desktop client. When you’re using OnePager as a standalone application outside of MS Project, all connections to Project Online and Project Server are direct and do not involve MS Project.Continue reading
Continuing our earlier discussion of Unique IDs, we’ll turn our attention this week to Microsoft Project. Project generally does a pretty good job of creating and maintaining Unique IDs so that you don’t have to worry about it, but we’ll cover a few gotchas in this article.
Your Unique IDs in OnePager will vary in MS Project based on whether you are:
- Using Project on the desktop or connecting directly to Project Online or Project Server over your network; and
- Reporting on a single project or on multiple projects