About Safford

Safford is a versatile technology professional with a solid history of empowering emerging growth companies in a broad array of industries. His employment history includes energy industry consulting at Quorum Business Solutions, Senior Manager of Business Development and Technical Sales at telecom service aggregator GetConnected, and Vice President of Strategic Partner Management at electronic payment processor IP Commerce. Prior to his tenure as OnePager's COO, Safford was the company's Vice President of Marketing and Alliances. Safford holds a BA in Psychology and management from Rice University.

Unique IDs in Excel

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.

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Unique IDs in Project Online and Project Server

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.

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Unique IDs in Microsoft Project

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
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OnePager Granted Second Patent on Conditional Formatting

We’re excited to announce that the US Patent and Trademark Office has recently issued OnePager a second patent on its conditional formatting technology.

If you’ve used OnePager for a while, but haven’t taken advantage of conditional formatting yet, now is a great time to explore it and see how it can help make your project timelines and Gantt charts more accurate while saving you the trouble of doing manual point-and-click edits.

Conditional formatting makes use of the data that you already have in your project schedule to automatically assign colors, shapes, borders, and more to the shapes in your project report. Here are a few examples of how our users leverage conditional formatting to make use of their project data instead of formatting their timelines by hand:

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Join OnePager at the 2019 Rocky Mountain Project Management Symposium

If you live or work in Colorado, we invite you to join us next week at the 2019 Rocky Mountain Project Management Symposium, presented by the PMI Mile Hi Chapter. OnePager is a gold sponsor of the event, next Friday, April 19th at the Colorado Convention Center in downtown Denver.

OnePager will be located in Booth #2, so please stop by and introduce yourself!

Removing Inactive Tasks from your OnePager Gantt Chart

Did you know that OnePager can automatically remove inactive tasks from your report, even if you still have them flagged for import in Microsoft Project?

Let’s start with a simple Microsoft Project schedule. Notice that all five tasks are active, and all five tasks have “Flag 20” set to “Yes”:

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2018 Holiday Hours

Happy Holidays from the OnePager team! Our sales, support, and licensing hours for the 2018 holiday season are as follows:

December 24: 9a-2:30p ET
December 25: Closed
December 26: 10a-7p ET
December 27: 10a-7p ET
December 28: 10a-7p ET
December 31: 9a-2:30p ET
January 1: Closed

We resume our normal weekday support schedule of 9a-8p ET on January 2, 2019.