Difference between revisions of "Basic Workflows for OnePager Live Beta 2 (Portal)"
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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. | 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 | + | ==Creating a NEW Project View with OnePager Live== |
{| class="wikitable" | {| class="wikitable" | ||
| [[Creating a NEW Project View for OnePager Live Beta 2 (MS Project Source) | Creating a NEW Project View for MS Project Source]] 7.1.1-OPL2 | | [[Creating a NEW Project View for OnePager Live Beta 2 (MS Project Source) | Creating a NEW Project View for MS Project Source]] 7.1.1-OPL2 | ||
− | | [[Creating a NEW Project View | + | | [[Creating a NEW Project View for OnePager Live Beta 2 (MS Excel Source) | Creating a NEW Project View for MS Excel Source]] 7.2.1-OPL2 |
|} | |} | ||
− | ==Creating Another New Project View with OnePager | + | ==Creating Another New Project View with OnePager Live== |
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− | | [[Creating Another New Project View | + | | [[Creating Another New Project View for OnePager Live Beta 2 (MS Project Source) | Creating Another New Project View for MS Project Source]] 7.3.1-OPL2 |
− | | | + | | [[Creating Another New Project View for OnePager Live Beta 2 (MS Excel Source) | Creating Another New Project View for MS Excel Source]] 7.4.1-OPL2 |
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− | | [[Creating Another New Project View | + | |
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− | ==Opening an EXISTING Project View with OnePager | + | ==Opening an EXISTING Project View with OnePager Live== |
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− | | [[Opening an EXISTING Project View | + | | [[Opening an EXISTING Project View for OnePager Live Beta 2 (MS Project Source) | Opening an EXISTING Project View for MS Project Source]] 7.5.1-OPL2 |
− | | | + | | [[Opening an EXISTING Project View for OnePager Live Beta 2 (MS Excel Source) | Opening an EXISTING Project View for MS Excel Source]] 7.6.1-OPL2 |
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− | | [[Opening an EXISTING Project View | + | |
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|} | |} | ||
− | ==ADDING a Snapshot via Push Update with OnePager | + | ==ADDING a Snapshot via Push Update with OnePager Live== |
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− | | [[ADDING a Snapshot via Push Update | + | | [[ADDING a Snapshot via Push Update for OnePager Live Beta 2 (MS Project Source) | ADDING a Snapshot via Push Update for MS Project Source]] 7.7.1-OPL2 |
− | | | + | | [[ADDING a Snapshot via Push Update for OnePager Live Beta 2 (MS Excel Source) | ADDING a Snapshot via Push Update MS Excel Source]] 7.8.1-OPL2 |
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− | | [[ADDING a Snapshot via Push Update | + | |
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− | ==REPLACING a Snapshot via Push Update with OnePager | + | ==REPLACING a Snapshot via Push Update with OnePager Live== |
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− | | [[REPLACING a Snapshot via Push Update | + | | [[REPLACING a Snapshot via Push Update for OnePager Live Beta 2 (MS Project Source) | REPLACING a Snapshot via Push Update for MS Project Source]] 7.9.1-OPL2 |
− | | | + | | [[REPLACING a Snapshot via Push Update for OnePager Live Beta 2 (MS Excel Source) | REPLACING a Snapshot via Push Update for MS Excel Source]] 7.10.1-OPL2 |
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− | | [[REPLACING a Snapshot via Push Update | + | |
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|} | |} | ||
− | ==Using the Pull Operation Feature with OnePager | + | ==Using the Pull Operation Feature with OnePager Live== |
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− | | [[Creating a NEW Project View via Pull Operation | + | | [[Creating a NEW Project View via Pull Operation for OnePager Live Beta 2 (MS Project Source) | Creating a NEW Project View via Pull Operation for MS Project Source]] 7.13.1-OPL2 |
− | | [[Creating a NEW Project View via Pull Operation | + | | [[Creating a NEW Project View via Pull Operation for OnePager Live Beta 2 (MS Excel Source) | Creating a NEW Project View via Pull Operation for MS Excel Source]] 7.13.2-OPL2 |
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− | | [[REPLACING a Snapshot via Pull Operation | + | | [[REPLACING a Snapshot via Pull Operation for OnePager Live Beta 2 (MS Project Source) | REPLACING a Snapshot via Pull Operation for MS Project Source]] 7.14.1-OPL2 |
− | | [[REPLACING a Snapshot via Pull Operation | + | | [[REPLACING a Snapshot via Pull Operation for OnePager Live Beta 2 (MS Excel Source) | REPLACING a Snapshot via Pull Operation for MS Excel Source]] 7.14.2-OPL2 |
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− | | [[ADDING a Snapshot via Pull Operation | + | | [[ADDING a Snapshot via Pull Operation for OnePager Live Beta 2 (MS Project Source) | ADDING a Snapshot via Pull Operation for MS Project Source]] 7.15.1-OPL2 |
− | | [[ADDING a Snapshot via Pull Operation | + | | [[ADDING a Snapshot via Pull Operation for OnePager Live Beta 2 (MS Excel Source) | ADDING a Snapshot via Pull Operation for MS Excel Source]] 7.15.2-OPL2 |
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− | | [[Custom Update (Replacing) of a Snapshot via Pull Operation | + | | [[Custom Update (Replacing) of a Snapshot via Pull Operation for OnePager Live Beta 2 (MS Project Source) | Custom Update (Replacing) of a Snapshot via Pull Operation for MS Project Source]] 7.16.1-OPL2 |
− | | [[Custom Update (Replacing) of a Snapshot via Pull Operation | + | | [[Custom Update (Replacing) of a Snapshot via Pull Operation for OnePager Live Beta 2 (MS Excel Source) | Custom Update (Replacing) of a Snapshot via Pull Operation for MS Excel Source]] 7.16.2-OPL2 |
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− | | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for | + | | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for OnePager Live Beta 2 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-OPL2 |
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'''Conditional Import Filters''' is easy to use and is an alternative to the process of establishing a '''Flag''' field to control '''source plan''' row imports. Further the '''Conditional Import Filters''' 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 project views from the same '''source plan''' by merely making alterations to the '''Conditional Import Filters''' rules. | '''Conditional Import Filters''' is easy to use and is an alternative to the process of establishing a '''Flag''' field to control '''source plan''' row imports. Further the '''Conditional Import Filters''' 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 project views from the same '''source plan''' by merely making alterations to the '''Conditional Import Filters''' rules. | ||
− | You can find detailed information at the article titled [[Conditional Import for | + | You can find detailed information at the article titled [[Conditional Import for OnePager Live Beta 2 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-OPL2. |
==Merging the Wrong Tasks== | ==Merging the Wrong Tasks== | ||
− | In addition, it is recommended that you review the following articles related to merging new tasks into existing project views for OnePager | + | In addition, it is recommended that you review the following articles related to merging new tasks into existing project views for OnePager Live: |
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Latest revision as of 15:56, 21 July 2017
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 via Push Update with OnePager Live
- 6 REPLACING a Snapshot via Push Update with OnePager Live
- 7 Using the Pull Operation Feature with OnePager Live
- 8 Using the OnePager Conditional Import Filters Feature
- 9 Merging the Wrong Tasks
Overview
7.0.1-OPL2 from 7.0.1-60 7/13/2017
The Getting Started (Portal) 3.0.1-OPL2 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 screenshots of the forms.
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 for MS Project Source 7.1.1-OPL2 | Creating a NEW Project View for MS Excel Source 7.2.1-OPL2 |
Creating Another New Project View with OnePager Live
Creating Another New Project View for MS Project Source 7.3.1-OPL2 | Creating Another New Project View for MS Excel Source 7.4.1-OPL2 |
Opening an EXISTING Project View with OnePager Live
Opening an EXISTING Project View for MS Project Source 7.5.1-OPL2 | Opening an EXISTING Project View for MS Excel Source 7.6.1-OPL2 |
ADDING a Snapshot via Push Update with OnePager Live
ADDING a Snapshot via Push Update for MS Project Source 7.7.1-OPL2 | ADDING a Snapshot via Push Update MS Excel Source 7.8.1-OPL2 |
REPLACING a Snapshot via Push Update with OnePager Live
REPLACING a Snapshot via Push Update for MS Project Source 7.9.1-OPL2 | REPLACING a Snapshot via Push Update for MS Excel Source 7.10.1-OPL2 |
Using the Pull Operation Feature with OnePager Live
Using the OnePager Conditional Import Filters Feature
OnePager Pro and Express were enhanced in version 6.0 to provide a new feature - Conditional Import Filters. With this feature you can specify a set of rules for OnePager to use to control the rows of source plan data imported from Microsoft Project or Micrisoft Excel at the time OnePager is launched.
Conditional Import Filters is easy to use and is an alternative to the process of establishing a Flag field to control source plan row imports. Further the Conditional Import Filters 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 project views from the same source plan by merely making alterations to the Conditional Import Filters rules.
You can find detailed information at the article titled Conditional Import Filters (Portal) 7.18.1-OPL2.
Merging the Wrong Tasks
In addition, it is recommended that you review the following articles related to merging new tasks into existing project views for OnePager Live:
Merging the Wrong Tasks into a Project View (MS Project Source 7.11.1-OPL2 | Merging the Wrong Tasks into a Project View (MS Excel Source) 7.12.1-OPL2 |
(7.0.1-OPL2)