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Importing Enterprise Custom Fields from Project Server and Project Online

OnePager Pro can use enterprise custom fields from Project Online and Project Server for virtually any purpose. Common uses include:

  • Swimlane groupings
  • Custom date and text fields
  • Conditional Formatting
  • Custom Import Filters
  • Text Columns

OnePager Pro allows you to use an enterprise custom field in essentially any place that a local custom field is used from Microsoft Project on the desktop. In order for OnePager to access the enterprise custom fields in your server environment, you need to ensure that you are logged in and that you've told OnePager that you want to use ECFs.

When Using OnePager Pro as a Microsoft Project Add-In

If you use Microsoft Project on the desktop and are using OnePager Pro as a Microsoft Project add-in, you'll need explicitly turn on enterprise custom fields in your template before you build a report.

  1. Launch Microsoft Project and log into Project Server or Project Online.
  2. Before starting OnePager Pro, go to Project's Add-ins tab and click the Templates button.
  3. At the bottom of the template form, check the box that says Get Enterprise Custom Fields. OnePager will log into Project Server using the existing connection that Microsoft Project has already established:

    You should also see a status message that says "Added Enterprise Custom Fields" once the connection is successful.
  4. Click the Save & Use on your template. This template will now import enterprise custom fields by default going forward.
  5. Now you can click the OnePager Pro button from Project's Add-ins tab. When you build a new report, notice that the flag field selection now includes enterprise custom fields in addition to local custom fields:

If you are able to see enterprise custom fields for your flag selection, they will appear in all of the other OnePager Pro dropdowns as well.

Connecting Directly to Project Server and Project Online

If you are launching OnePager Pro standalone (i.e. not as a Project add-in), or have already told OnePager to connect directly to the server, then you do not usually need to make any changes to your template settings up front, though there are some exceptions to this at the bottom of this article.

  1. Launch OnePager Pro and choose to create a NEW Chart.
  2. Tell OnePager that you want to login to Project Server or Project Online:

    If you've logged into your account previously, OnePager will remember your connection. If it's your first time, OnePager will prompt you for your Project Server username, password, and URL. This is the same information that you use to login to Project Server from Microsoft Project.

    For convenience, OnePager provides you with the option to encrypt and store your password for future use. As with all password storage, we recommend that users exercise caution when saving passwords, and only do so when the device and network are both trusted and secure.

  3. Pick one or more project plans from the server and click OK:

  4. When you return to the import wizard, the flag fields, and all other field dropdowns should include relevant enterprise custom fields:

  5. If you are not seeing enterprise custom fields at this point, you may still need to customize your template to explicitly request enterprise custom fields. This is not common, but it's easy to do. Temporarily cancel the import wizard.
  6. Go to File > Options > Templates. When the template editor appears, check the box that says Get Enterprise Custom Fields. OnePager will log into Project Server a second time, which should import your enterprise custom fields if they didn't come across when you imported your project plans.

  7. Save & Use the template, and then go to File > New to continue where you left off in building your report.

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Renamed or Re-Titled Microsoft Project Local Custom Fields

Last Updated: October 29, 2021