REPLACING a Snapshot - OnePager Pro

Once created, snapshots are saved in the project view’s TAM file and are organized by snapshot date within project view. Often there is a need to update a snapshot by replacing its task/milestone data with updated information from Microsoft Project. OnePager supports three ways to replace a snapshot:

1) Dates and Progress Mode: This is the recommended mode. With this mode, OnePager changes all dynamic properties (e.g. start and finish dates, baseline dates, deadline dates, percent complete, critical path, dynamic color-coding, and conditional formatting properties). OnePager will also add new tasks that were not previously flagged. OnePager does not change task labels in this mode.

2) All Properties Mode: In this rarely-used mode, OnePager does everything it does in “Dates and Progress” mode, PLUS it updates the task names from Microsoft Project. It will also refresh fields that are used for row and swimlane organization, though it will not automatically regroup or re-sort them unless you trigger a re-computation on the “Rows and Swimlanes” tab of the “Project-View Properties” form by toggling some parameter on that tab page.

3) All Properties (confirm) Mode: In this mode, OnePager performs the same functions as in the “All properties” mode but requests individual confirmation from you before each change is performed. This is quite laborious and is very rarely used.

To replace an existing snapshot within a project view, use the following steps:

4) Launch OnePager and select the “UPDATE” button on the “OnePager Pro Start” form as shown below:

a) Clicking the “UPDATE” button will bring up the “OnePager choices” form where you select the project view for this update operation as shown below:

b) Select the “REPLACE existing snapshot at date:” radio button as shown above and use the snapshot selection drop-down list to select the date of the snapshot to replace as shown below:

5) Once “REPLACE existing snapshot date” is selected the “OnePager choices” form will display the Replace mode commands as shown above.

6) The next step is to select “What” is to be replaced. Choose one of the three options discussed above. We recommend always using “Dates and Progress” unless you have changed the names of tasks in Microsoft Project.

7) Then, click “Next>” or “Replace dates” at the bottom of the “OnePager choices” form depending on whether the “Show column mapping” box is checked. OnePager will import the data from the Microsoft Project plan under the control of the Flag/Number field and replace the snapshot that was selected.

8) 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.

9) When you save the project view, the replaced snapshot is stored in the project view’s TAM file along with all its other snapshots.

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