Nifty Excel Template: Worry-free Unique IDs for Clean Updates in OnePager

When you use OnePager in combination with Excel to manage and communicate your project data, sometimes it can take a little getting used to.  We’re hoping this Excel template and article will help.

In the case where you are going to set up a visual for a recurring presentation, you must have an ID column in your Excel file (in MS Project, the ID is inherent and system-generated).  When OnePager creates your New Project View for the first time, it will use that ID to associate the rows (tasks and milestones) in your Excel file to the shapes in the visual.

Association of IDs

Once the ID is established, use your updated Excel file to update your Project View for the next iteration of your report or presentation. OnePager will be able to tell what changes have occurred to which task and milestone, and where to apply those changes in your OnePager visual.  Without an ID, OnePager would not know how to associate your Excel rows to the corresponding shapes in the chart you are trying to update.

Update

In our experience, many of our new users do not inherently have a Unique ID value in their data, simply because it wasn’t needed before.  But the benefits of adding the new ID far outweigh avoiding it. An ID allows you to leverage work you’ve already completed in OnePager with updates, rather than making a New Project View every time.  You cannot update effectively without an ID.

We realize adding an ID column creates a new challenge. So we’ve produced a downloadable Excel template that will automatically populate an ID value for you…so you won’t have to worry about it.  Simply download the .zip file, open the Excel spreadsheet, and begin adding your tasks and milestones.  A pre-configured .tat file (OnePager Template File) is also included in the download, just in case you’d like to try it with OnePager right away. To go this route, deposit the .tat file in Documents > OnePager Express > Templates.

If you have any questions please don’t hesitate to reach out to us at [email protected]  You can also watch a video to learn more about updating your OnePager Project Views here.

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About Jay

Jay carries with him fourteen years of project management experience within the cable, telecom, construction, software development, and energy industries. The spectrum of projects and programs that Jay has managed throughout his career is broad and deep, enabling him to help clients implement OnePager software in a multitude of applications.

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