OnePager 6.0: Unlimited Field Mappings

We’re continuing our look at the new OnePager 6.0. So far, we have explored additional text columns and custom import filters. This week, we will look at unlimited field mappings. While this particular upgrade may not have as much pizazz as the previous two, we anticipate that it will save users hours and hours of time.

If you have used OnePager for a while, you know that OnePager imports a select set of fields from Microsoft Project or Excel. While users have always been able to use their templates to control which fields are imported, OnePager had not previously given users a way to retroactively add a field to a project view, if that field wasn’t imported when the report was first created. Beginning with OnePager 6.0, users can add an unlimited number of custom fields into an existing OnePager report, even if those fields didn’t exist when the report was first created.

This means if you build a report with your conditional formatting initially set to look at Text30 and then want to add a new Text15 field, you can import Text15 into your existing OnePager report — even if you didn’t bring in Text15 originally.

Here’s a detailed example of how to retroactively add a new field for swimlane groupings:

  1. Go to Home > Project View Properties > Rows/Swimlanes. If you want to change your swimlane grouping, you would click on the swimlane dropdown. Notice that “Text30” is listed as an option, but “Text1” through “Text29” don’t appear. This is because Text30 was imported when the report was first created, but Text1-Text29 were not.
  2. To include a field that wasn’t imported originally, scroll down to the bottom of your list of available fields until you get to the dashed line. Fields above this line have already been imported. Fields below the line exist in Project or Excel, but haven’t been imported yet:
  3. In this example, we’ll retroactively add “Text15” to our list of available columns. There is no magic required here. Simply select one of the unimported fields below the dashed line as your swimlane setting and click OK. OnePager will go back to your Project or Excel plan and bring in the data from the field you are adding.
  4. Once imported, the new field will appear above the dashed line for future use. Notice that both “Text15” and “Text30” are now above the dashed line as active fields. From here on out, data from Text15 will automatically be included in your OnePager report. You can do this for as many custom fields as you’d like; there is no longer any limit!

Single Snapshot Requirement

For data integrity and performance reasons, unlimited field mappings are limited to project views that contain a single snapshot. This means that if you have a project view with multiple weekly or monthly snapshots, you will not be able to retroactively map a new custom field until you first reduce your project view to a single snapshot. To do this, go to View > List All. This will give you a list of all of your available snapshots. Highlight a snapshot and hit the Delete key on your keyboard until only one snapshot remains:

Once you have reduced your project view to only one snapshot, the dashed line will automatically appear in all of your dropdowns, indicating freedom to map new auxiliary fields. Feel free to add more snapshots going forward once you have all of your desired fields imported.

Performance Considerations

The size of your OnePager project view (*.tam file) and OnePager’s overall application performance is based on (1) the number of tasks that you have imported and (2) the number of fields you have imported for each task.

Addition of new tasks and new fields has a proportional effect on file size and on OnePager’s performance. For example, if you double the number of tasks and then double the number of fields, your *.tam file will increase by a factor of four and it may take four times as long to update your data from Project or Excel.

With this in mind, we recommend only importing fields that you think you will actually use. There is no need to get carried away and import tons of data at once. OnePager 6.0 will always allow you to go back to Project and Excel and grab additional fields as you need them!

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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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