Basic Workflows for OnePager Live (Portal)
Contents
- 1 Overview
- 2 Creating a NEW Project View with OnePager Live
- 3 Creating Another New Project View with OnePager Live
- 4 Opening an EXISTING Project View with OnePager Live
- 5 ADDING a Snapshot with OnePager Live
- 6 REPLACING a Snapshot with OnePager Live
- 7 Using the OnePager Live Data Tab's Select file(s) Button
- 8 Merging the Wrong Tasks into OnePager Live
- 9 Links to Additional Resources
Overview
7.0.1-OPL
The Getting Started (Portal) 3.0.1-OPL article covered a few ways of creating and updating project views and snapshots.
The article links below provide you with more details on how to use OnePager. There are essentially six (6) workflows categories you can use. Of course, OnePager's flexibility allows you to innovate on your own.
In each of these articles we show the flow of steps and illustrate these steps with appropriate figures of the necessary form.
Clicking on any of the links below will take you to the article where you'll find a flow diagram and a step-by-step procedure on how to accomplish the workflow.
Creating a NEW Project View with OnePager Live
| Creating a NEW Project View - OnePager Live 7.1.1-OPL |
| Creating a NEW Project View from Microsoft Project Server/Online 7.13.1-OPL |
Creating Another New Project View with OnePager Live
| Creating Another New Project View - OnePager LIve 7.3.1-OPL |
Opening an EXISTING Project View with OnePager Live
| Opening an EXISTING Project View - OnePager LIve 7.5.1-OPL |
ADDING a Snapshot with OnePager Live
| ADDING a Snapshot - OnePager Live 7.7.1-OPL |
| ADDING a Snapshot from Microsoft Project Server/Online 7.15.1-OPL |
REPLACING a Snapshot with OnePager Live
Using the OnePager Live Data Tab's Select file(s) Button
| Using the OnePager Live Data Tab's Selected file(s) Button 7.17.1-OPL |
Merging the Wrong Tasks into OnePager Live
In addition, it is recommended that users review the following articles related to merging new tasks from Microsoft Project and Microsoft Excel into existing project views for OnePager Live:
| Merging the Wrong Tasks into a Project View from Microsoft Project 7.11.1-OPL | Merging the Wrong Tasks into a Project View from Microsoft Excel 7.12.1-OPL |
Links to Additional Resources
If for any reason you encounter issues, the following resources are available for additional assistance:
You may also submit a support ticket or e-mail your question.
Finally, you may also contact the Support Unit at CG Support Unit or by going to the Contact Us button on our website and submitting a question: Contact Us
(7.0.1-OPL)
