When creating a chart in OnePager, we want to make sure that the audience knows what the tasks and milestones represent. This is why the labels in a chart are so important.
Most of the time, using the same text field from MS Project will suffice for both your tasks and your milestones, but there are situations where you need to label tasks one way and milestones another. In this article, we are going to discuss how you can import data from two different Microsoft Project fields so that you can use the first field to label your tasks and the second field to label your milestones.
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.
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.
Whether you are a brand-new OnePager user or someone who’s been with us for a while, you’ve probably seen the concept of Unique ID come up from time to time. If you haven’t stopped to learn about what a Unique ID is and why it is so important, this article is a great place to start.
Did you know that you can “maverick” tasks or milestone shapes in OnePager?
This is the term we use when one or many shapes in the body of the chart have had any of their properties manually modified.
If you happen to modify one or many shapes using the capabilities in the Home tab on the Ribbon (Font, Format, Alignment, Position), or right-clicked on a shape and chosen Format to reveal the Change Task/Milestone Properties to make a change there… you have “mavericked” your shapes.
In earlier versions of OnePager, we gave you the option to select the fields that you wanted to import when you were first building your report, but didn’t offer the flexibility to change your mind and add new fields later on.
That changed last year with version 6.0. Take a look at this video to see how to map ANY field from Project or Excel into an existing OnePager Project View:
Over the next couple months we’ll be creating some videos that outline specific tips to ensure our OnePager Express users understand the fundamentals, and what to avoid, when it comes to using Excel to create and update visuals successfully in OnePager.
Here is the first, which discusses how to structure the Excel data to work properly with OnePager Express.