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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Mavericks

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.

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OnePager Tip: Virtual Summary Task (VST)

There is a little-known feature in OnePager that allows you to turn several tasks into a single task…this is called the Virtual Summary Task, or “VST.”

To create a VST, simply select as many tasks as you would like to combine using your CTRL key or using a mouse-lasso. Then right click on one of the items and choose “Make into virtual summary task.”

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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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New Video: Mapping ANY Fields from Project or Excel Into OnePager

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:

https://youtu.be/m8Bevl8lod0