Basic Workflows for Version 7.1 (Portal)
The Getting Started (Portal) articles covered a few ways of creating and updating charts and snapshots. The article links in the next several sections that follow provide you with access to more detailed information and instructions on how to use OnePager for:
- Creating NEW charts
- OPENING existing charts
- ADDING snapshots
- REPLACING snapshots
- Using the Pull-Operation Feature
- Using the Conditional Import Rules feature
There are essentially six (6) workflows categories you can use. The Conditional Import Rules feature can be used on all these workflow categories. Of course, OnePager's flexibility allows you to innovate on your own. Clicking on any of the links in the next section accesses articles where you'll find flow diagrams and a step-by-step procedures on how to accomplish the workflows. At the end of this article are links to cautionary articles dealing with merging wrong source plan tasks during chart updates. It is recommended that these articles be reviewed.
The article links in the following sections use OnePager Pro to illustrate the basic workflows typically used to open existing charts, add snapshots to existing charts, and replacing snapshots in existing charts. The Basic Workflows covered in these articles apply equally to other OnePager editions that import from data sources like Microsoft Excel, Oracle Primavera P6, and Smartsheet.
Creating a NEW Chart
This sub-section provides links to articles covering the creation of new charts from Microsoft Project, Microsoft Excel, Oracle Primavera P6, and Smartsheet.
|Creating a NEW Chart using Microsoft Project Data|
|Creating a NEW Chart using Microsoft Excel Data|
|Creating a NEW Chart using Primavera P6|
|Creating a NEW Chart using Smartsheet|
Opening an EXISTING Chart
|Opening an EXISTING OnePager Chart|
ADDING a Snapshot via Push Update
|ADDING a Snapshot via Push Update to a OnePager Chart|
REPLACING a Snapshot via Push Update
|REPLACING a Snapshot via Push Update using a OnePager Chart|
Using the Pull Operation Feature
|Creating a NEW Chart via Pull Operation Feature|
|REPLACING a Snapshot via Pull Operation|
|ADDING a Snapshot via Pull Operation|
|Custom Update (Replacing) of a Snapshot via Pull Operation|
|Using the OnePager "Data" Tab's "Selected file(s)" Button|
Using the OnePager Conditional Import Rules Feature
The Conditional Import Rules feature gives you the capability to specify a set of rules for OnePager to use to control the data imported from your source plans at the time OnePager is launched. The Conditional Import Rules feature is easy to use and is an alternative to the process of establishing a Flag field to control source plan task/milestone imports. Further, the Conditional Import Rules can be changed at any time without the need to make a change to your source plan. This means that you have to option to create different charts from the same source plan by merely making alterations to the Conditional Import Rules.
For more information on Conditional Import Rules, please see the articles at: Conditional Import Filters (Portal)
The Conditional Import Rules feature can be used with OnePager Pro, OnePager Express, and OnePager Bundle for all source plan types.
Merging the Wrong Tasks
In addition, it is recommended that you review the following articles related to merging the wrong tasks into existing charts for OnePager Pro, OnePager Express, OnePager Bundle - Oracle Primavera P6, and OnePager Bundle - Smartsheet:
Related links are listed in the above tables of links.