By default, OnePager Pro labels tasks and milestones based on the "Name" field in Microsoft Project. However, this can be customized so that labels pull in data from multiple Microsoft Project fields:
- In Microsoft Project, insert a custom text field such as "Text 30." This field will eventually concatenate to contain a combination of all of the custom data that we want to import.
- Once the field has been inserted, right-click on it and go to Custom Fields->Formula.
- When the formula editor appears, we will write a formula to combine the values of the two fields we want to import. In this case, our formula combines the "Name" and the "Resource Names" fields:[Name] & " / " & [Resource Names]
- This formula will combine the "Name" and "Resource Names" field into a single text field that OnePager Pro can use. When finished, click the OK button:
The newly-inserted "Text 30" field will now show a combination of the "Name" and "Resource Names" fields:
- Now, we will import the combined text field into OnePager Pro so that we can use it as a label. Begin by launching OnePager Pro.
- From the Start screen that appears, choose to create a NEW Chart and ensure that the Show Field Mappings box at the bottom of the import wizard is checked:
- Click Next > to define custom field mappings. When the field mapping wizard appears, select "Text 30" as your Task Name instead of the default "Name" field:
- Finally, click Create New Chart.. OnePager Pro will import your custom field from Microsoft Project and use it to label your tasks like this:
Changing Labels in an Existing Report
The instructions above work well if you are creating a brand-new report. If you have an existing report and need to switch the field for your labels, follow these steps after creating the custom "Text30" field in Microsoft Project:
- Go to Data > Replace Snapshot. This will ensure that your newly-entered data from "Text30" is available.
- Go to Home > Chart Properties > Field Mappings and change your Task Label field to "Text30":
Last Updated: August 11, 2020