ADDING a Snapshot via Push Update - OnePager Express Add-in for Version 6.1
1) During the course of a project, work is accomplished, new tasks start, other tasks are finished, and, from time to time, dates are adjusted. These occurrences are usually picked up as part of a regular reporting process. When updated, the Microsoft Excel plan becomes the source for reporting schedule updates.
2) OnePager uses the updated Microsoft Excel source plan to add snapshots to record how the project changes from reporting period to reporting period.
3) One method that the OnePager Add-in uses is called the Push Update. By push we mean that the updated Microsoft Project plan is Pushed to OnePager. This distinction is important since OnePager also enables the Pull Update method. (See article: ADDING a Snapshot via Pull Operation - OnePager Express for a discussion of the Pull method for adding a snapshot to a project view.
4) The scenario for accomplishing this periodic process is shown below:
1) Launch Microsoft Excel and bring up a Microsoft Excel source plan containing updated information. Launch OnePager Express from the Microsoft Excel tool bar.
2) Launch OnePager and select the UPDATE button on the OnePager Express Start form as shown below:
- a) Clicking the UPDATE button displays a list of recently-used project views and the word BROWSE FILES… option. Select the desired project view as shown above and OnePager accesses the OnePager choices (OPC) form shown here:
- b) Select the NEW snapshot at date: radio button and use the calendar dropdown list to select the date for this snapshot as shown here:
- c) Then, click Next> or New depending on whether the Show field mappings box is checked. OnePager takes the Microsoft Excel source plan data under the control of the flag field and produce a new snapshot in the project view at the date selected.
3) Once the updated project view is open, you can edit, save, and copy the project view to a Microsoft PowerPoint slide or elsewhere as described previously.
4) When you save the project view, the newly created snapshot is stored in the project view’s .TAM file along with all its other snapshots. A project view can contain as many snapshots as you like.
5) Some care needs to be taken to make sure that the update uses the correct flag setting. The project view is designed to remember which flag setting, so the updates are consistent unless you accidentally change the flag. When there are multiple flag fields in a Microsoft Excel plan from which OnePager imports data, it’s a good idea to glance at the flag setting before hitting the large New button.