Opening an Existing Project View - OnePager Express

Once project views and snapshots are created, they can be re-opened from the “OnePager Express Start” form either from a blank Microsoft Excel plan or any named Microsoft Excel plan. The purpose of this scenario is to retrieve a project view for inclusion in another presentation or to further edit the project view. Using this methodology does not import any new or old data from Microsoft Excel. However, Microsoft Excel needs to be launched so that you can access the “OnePager Express” button.

The steps to open and EXISTING project view are shown in the steps below:

1) Launch Microsoft Excel and bring up a desired Microsoft Excel plan or a blank Microsoft Excel spreadsheet.

2) Launch OnePager and click the “OPEN” button. OnePager will display a list of recently-used project views and the word “BROWSE”. If you click “BROWSE”, you will get a Windows “Open” form where you may select a project view to open.

3) Selecting a project view to open will tell OnePager to retrieve and display it. No data are imported from any Microsoft Excel plan.

4) Once the project view is displayed and available, you may edit, save, and copy the project view to a PowerPoint slide or elsewhere as described previously.

5) Once a project view with multiple snapshots is opened, you may want to go between snapshots. There are two methods to do this.

a) The first is to use the forward/back arrows on the “View” ribbon to move between snapshot dates.

b) The second method is to click on the “List All” button on the OnePager “View” tab which will display a list of all available snapshot dates for the project view as shown below:

(7.6)