OnePager 6.0: Custom Import Filters

Last week, we kicked off our release of OnePager 6.0 with an overview of additional text columns. This week, we’ll continue our discussion with a look at OnePager’s new custom filtering option.

If you’ve used OnePager for a while, you know that you can use a flag field (e.g. Flag20) to decide which tasks and milestones will be included in your report. Custom import filters take this a step further by allowing you to define rules to drive which items will be in your report. This means that you can build a OnePager report for all tasks scheduled to start in May that are assigned to your engineering team, without actually having to locate those tasks in Project or Excel first.

To set up custom import filters:

  1. On the OnePager import wizard, ensure that the Select tasks by custom filter radio button is selected instead of the flag field:
  2. A rules editor will appear. First, select whether you want OnePager to filter on ANY of your rules (logical OR) or on ALL of your rules (logical AND):
  3. Next, set up as many rules as you’d like based on any fields from your project plan. In this example, we’ll select tasks with a cost of $500 or more that are scheduled to start in the first quarter of 2017:
  4. Click OK and create your project view as you normally would.
  5. You can change your rules later, either in the update wizard, or by going to Home > Project View Properties > Main:
  6. If you do make changes to your rules, you’ll need to update your OnePager project view to have them take effect. For convenience, you can do this from the Data tab:

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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 Software, Senior Manager of Client Services 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.

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