When using Project Online or Project Server, some OnePager users connect directly to the server to build their reports, while others choose to use Microsoft Project on the desktop as an intermediary.
Even if you initially created your OnePager report using Microsoft Project to connect to Project Online/Project Server 2016, you can update your report from OUTSIDE Microsoft Project if it's more convenient.
If you are reading this article, however, it means that OnePager has having difficulty connecting directly to Project Online or Project Server. There are three easy ways to resolve this.
Verify Your Version of OnePager
OnePager Pro supports direct connections to Project Online and Project Server 2016, but you'll want to make sure that you have the correct version installed:
- Version 5.3.12 at minimum; Version 6.0.10 or later preferred
- .NET 4.0 build, not .NET 3.5
To verify which version of OnePager you have installed, launch OnePager and go to File > About. If you are on a version of OnePager that is older than 5.3.12, or if you don't have the .NET 4.0 version of OnePager installed, you'll need to upgrade. You may also want to upgrade if you are not yet on version 6.0.10 or later, though this is not mandatory.
Double-Check Your Credentials
If you're on a version of OnePager that supports Project Online/Project Server 2016, but can't connect, it's usually for one of the following reasons, which are pretty easy to correct:
- Username/Password are incorrect
- Username/Password are stale. If you've recently changed your login, Windows may still have an old version of it. Clearing your Windows Credentials Cache can help OnePager see the newer version of your login. Your helpdesk can clear your Windows Credentials Cache for you, if you're not familiar with how to do it.
- Project Server/Project Online URL isn't correct
- You are trying to connect through a proxy server. Most proxy servers and federated identity services are supported, but they can add complexity to the sign-on process that can be difficult to pinpoint.
Check these easy things first. If you're still having trouble, the next set of instructions will work for you.
Use the OnePager Pro Add-In for Microsoft Project
If you can't connect to your server directly from OnePager, you can let Microsoft Project do the work for you. For this method, we recommend that you be on OnePager Pro v6.0.10 or later for optimal performance:
- Close the instance of OnePager Pro that is running outside of Microsoft Project.
- Close and then re-launch Microsoft Project on your desktop, log into Project Online/Project Server 2016 from within Project, and open your project plan.
IMPORTANT: Depending on whether you need to create a new report or update an existing one, the remaining instructions will vary slightly. Separate instructions for new vs. update are detailed below:
Creating a New Project Online Report using the OnePager Add-in
- Once your project plan loads from Project Online, go to Add-ins and click the Templates button.
- In the template editor, go to the Advanced tab.
- Change the Server Method setting to "Use MS Project Professional". This tells OnePager to let Project load your data from Project Server. Click Save & Use to save these settings to your default template.
- Now, click the OnePager Pro button and build a new report as you normally would.
Updating an Existing Project Online Report using the OnePager Add-in
- Once your project plan loads from Project Online, go to Add-ins and click the OnePager button.
- OPEN (don't update yet) your project view, and go to Home > Project View Properties > Advanced.
- Change the Server Method setting to "Use MS Project Professional". This tells OnePager to let Project load your data from Project Server. Click OK.
- Go to the Data tab and continue updating your project view as you normally would: