OnePager Bundle 7.2, currently in an invitation-only Alpha test phase, includes the ability to import projects directly from Planisware Enterprise. This new connector between OnePager and Planisware provides significant advantages over the traditional method of exporting Planisware projects to Excel or Microsoft Project before importing into OnePager. These advantages include:
- Fewer steps, fewer clicks, and fewer opportunities for error.
- Swimlanes can automatically be generated based on the existing WBS in Planisware Enterprise instead of relying on a custom attribute to drive swimlanes. For Planisware projects with deeper WBS levels, OnePager supports sub-swimlanes.
- Multi-project reporting: OnePager can import multiple projects from Planisware Enterprise, quickly creating portfolio-level views.
- Real-time Refresh: Sync your OnePager chart in a single click after saving any recent changes in Planisware.
- Detailed Project Data: Import project details like critical path, dependencies, and baselines into OnePager directly from Planisware Enterprise.
Preparing your Project in Planisware Enterprise
Before launching OnePager, you should decide which tasks from Planisware Enterprise you'd like to include.
If you want to have OnePager filter your Planisware project so that only specific tasks appear in your chart, we recommend using the Send to OnePager? custom attribute in Planisware. To see if this attribute already exists in your Planisware environment, right-click on any existing column heading and choose Insert After:
Search for OnePager in your list of Planisware attributes, making sure to filter for All attributes, not Documented. You should see a Boolean called Send to OnePager? under User Attributes. Select it, ensuring that the box is checked, and then click OK.
If you do not see the Send to OnePager? custom attribute, double-check with your Planisware administrator, as they may need to add it to your instance.
With the Send to OnePager? attribute inserted, check the box next to any Planisware tasks that you would like to include in your OnePager chart. Feel free to select any combination of child tasks or summary tasks from the WBS. Once finished, don't forget to save your work in Planisware.
Launch OnePager Bundle from your desktop.
On the start screen, click New to begin building a new chart.
On the import wizard, click on Select > BROWSE Planisware Enterprise...
A window will pop up, asking you to log into your Planisware Enterprise account:
Your Planisware URL is similar, but not identical to the URL that you use to use Planisware Enterprise in a web browser. You should remove the app/plw/ (and anything after it) from your normal URL for use with OnePager. For example:
If your normal Planisware URL is https://myaccount.planisware.live/app/plw/
Then OnePager should connect to https://myaccount.planisware.live/
OnePager has the ability to connect to Planisware using either SSO through Okta or Azure, or using traditional username/password authentication. Double-check with your Planisware administrator or the Planisware SaaS team to see which authentication method is best for your organization.
OnePager uses SSO authenticaion by default, so in the screenshot above, only the URL is required. If you need to authenticate with a username and password, uncheck the Use SSO box, and OnePager will prompt you for those credentials:
Once you are connected to Planisware Enterprise, you will be able to see a list of available projects that you an import into OnePager. You can choose to import only one project, or you can import several using the Ctrl key, if you need to create a multi-project chart:
With the project(s) from Planisware ready for import, we just need to decide how to filter tasks that should be included in the chart. This is where you can use the Send to OnePager? attribute from Planisware:
Click the Create New Chart button, and OnePager will complete its import of your project(s) from Planisware:
In this example, OnePager has grouped tasks into a set of swimlanes and sub-swimlanes based on the WBS in Planisware. This takes place automatically, because for each task that OnePager imports, it also imports the full WBS. Swimlanes based on the Planisware WBS work in OnePager without the need to explicitly import summary tasks themselves. If you scroll up to the top of this article, you'll see that even though we didn't check the Send to OnePager? box next to any summary tasks, OnePager was still able to read the full Planisware WBS and place tasks into the correct swimlanes and sub-swimlanes.
The example chart has also color-coded each task based on the its name. For example, all tasks named "Engineering Batches" are automatically colored green. Color assignments are configurable in OnePager using conditional formatting, with many attributes from Planisware Enterprise available for use in color-coding.
Importing from Planisware into OnePager
Once you've selected which tasks from Planisware you want to include in your chart, you're ready to bring everything into OnePager.