Basic Workflows for Version 6.0 (Portal)
Contents
- 1 Overview
- 2 Creating a NEW Project View with OnePager Pro and Express
- 3 Creating Another New Project View with OnePager Pro and Express
- 4 Opening an EXISTING Project View with OnePager Pro and Express
- 5 ADDING a Snapshot via Push Update with OnePager Pro and Express
- 6 REPLACING a Snapshot via Push Update with OnePager Pro and Express
- 7 Using the Pull Operation Feature with OnePager Pro and Express
- 8 Using the OnePager Conditional Import Feature
- 9 Merging the Wrong Tasks
Overview
The Getting Started (Portal) 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 figures of the necessary form.
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 Pro and Express
Creating Another New Project View with OnePager Pro and Express
Opening an EXISTING Project View with OnePager Pro and Express
ADDING a Snapshot via Push Update with OnePager Pro and Express
REPLACING a Snapshot via Push Update with OnePager Pro and Express
Using the Pull Operation Feature with OnePager Pro and Express
Using the OnePager Conditional Import Feature
OnePager Pro and Express was enhanced in version 6.0 to provide a new feature - Conditional Import. With this feature you can specify a set of rules for OnePager to use to control the rows of data imported from your Microsoft Project or Micrisoft Excel source file at the time OnePager is launched.
Conditional Import is easy to use and is an alternative to the current process of establishing a Flag field to control source file row imports. Further the Conditional Import rules can be changed at any time without the need to make a change to your source file. This means that you have to option to create different project views from the same source file by merely making alterations to the Conditional Import rules.
You can find detailed information at the article titled Conditional Import (Portal).
Merging the Wrong Tasks
In addition, it is recommended that users review the following articles related to merging new tasks into existing project views for OnePager Pro and OnePager Express:
Merging the Wrong Tasks into a Project View - OnePager Pro | Merging the Wrong Tasks into a Project View - OnePager Express |
(7.0.1-60)