Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.1
1) The purpose of this article is to acquaint you with the features and usage of the Data tab’s Selected file(s) button.
2) The Selected file(s) button is used to verify that the source plan(s) associated with the open project view is/are correct. Once verified, the pull operation for snapshot replacement or addition can proceed.
3) Additionally, when a problem is detected, the functionality under this button is useful for making fixes.
4) For convenience, the term used henceforth for the set of source plans associated with a project view is source packet.
5) The Data tab is shown below. Please note that this article covers the use of this feature for both OnePager Pro (OPP) and Express (OPX) and applies equally well to the Add-in and Desktop applications of each.
What is a Pull Operation?
For an explanation of the pull operation please consult the articles listed in the Related Links section at the end of this article.
Validating Source Plans (Microsoft Project or Microsoft Excel)
To validate source plans in a source packet follow the steps below. All examples in this article use the OPP desktop application. The feature works the same for the '"OPX desktop application..
1) Launch OPP from the desktop icon and use the OnePager Pro Start form to open a project view. For an example, when you are done with this step the Project View Editor (PVE) looks like this with the Data tab active:
2) Click the Selected file(s) button shown above. This launches the Data source selection form. You notices that there is a file name in the window along with the file type and size. If you hover your mouse over the file name, OnePager displays the file’s path name as shown below:
3) By examining the path name you can make sure that the file is the one you want to use for the update. The name of the source plan and the path name are stored in the .TAM file for all project views created with or updated by OnePager.
4) On occasion, you might have moved a source plan to another folder. If you do, the path name stored for the project view do not match where the file is actually stored. The Selected file(s) button, when clicked in this case, returns a message notifying you that OnePager could not locate the file using the path name stored in the .TAM file. In this situation, the form looks like this:
5) The instructions in the form are to double-click on the file name. This accesses a Change path… form which you can search, browse, or go directly to where the file is located. This is shown below:
6) After locating the desired file, select it from the Change path… form and click Open. This restores the correct path name into the .TAM file and the Data source selection form looks like this”
7) The green check mark shown in the Data source selection form above indicates that the file exists and its file name and path name are stored in the .TAM.
Adding a Source Plan
8) There is an Add button on the Data source selection form. This can be used in two ways:
- (1) To create a multi-file project view.
- (2) Or, as the first step in replacing a source plan to be followed by the Remove button’s use to remove the unwanted file.
9) For instructions on creating multiple-project project views please consult this article: Creating Various Multi-Project Views with OnePager Pro and Express (Portal).
Changing a Source Plan – An Example
10) You can change a source plan file name for many reasons pertaining to your update processes. The most common reason is because you are maintaining versions of your files as separate named sources but are continuing to use a single OnePager .TAM to represent the project through time.
11) Changing a file is a matter of adding the new source plan and removing the old source plan.
12) Suppose you have a Microsoft Project plan called BlueGrass Project 2J-303-Updated and created a project view named BlueGrass 2J-303-Working. That project view would have the Microsoft Project name and path name saved in the .TAM file.
13) Now suppose you want to create a second snapshot within the project view called BlueGrass 2J-303-Working with the data from a revision of the original Microsoft Project source plan called BlueGrass Project 2J-303-Revised.
14) When first built, the project view’s source packet looks like this in the Data source selection form:
15) Later on, as our scenario suggests, we want to add a snapshot to the BlueGrass 2J-303-Working from another Microsoft Project source plan called BlueGrass 2J-303-Revised. To do this we first add the BlueGrass Project 2J-303-Revised.mpp file to the second line in the form as shown here:
16) When you click the Open button on the Open form, the Data source selection form is updated to look like this:
17) Before clicking the yellow OK button, select the top file named BlueGrass Project 2J-303-Updated.mpp and click the Remove button in the form. When that is done the form looks like this:
18) Now when you click the yellow OK button the Data source selection form disappears and you are ready to add the new snapshot.
19) To do this, use the Custom Update… button to perform the pull operation to add the new snapshot. This allows you to confirm files and set a snapshot date. So, click on the Custom Update… button and examine the OPC form that’s shown below in its initial state:
20) Now we really want to add a snapshot, so click the NEW snapshot at date radio button and set the snapshot date to 9/5/2015. Doing these two things changes the OPC form to the following:
21) After making the above confirmations and changes, click the Next> button on the OPC form and the New button on the next OPC form and OnePager generates the added snapshot which, with a couple of edits (i.e., move the legend) looks like this:
22) Note that in this second snapshot that the timeline range has changed from 2013-2014 to 2013 to 2016, the Microsoft Project source plan is correct, and the snapshot date is correct.
23) Just to add a little finishing touch to the project view’s snapshot, we’ve added a Curtain that shows the time period that was allocated for suspending the project and re-planning it. Using the two snapshots you can see how the project was re-planned from the 2013-2014 time-frame to the 2015-2016 time-frame.
24) The above example shows how the Selected file(s) feature can be used as well. Since we are using the OPP desktop application for this example, it was not necessary to launch Microsoft Project first. As long as you’ve properly prepared your Microsoft Project source plan just launching OPP from the desktop icon is basically all that is necessary.