Difference between revisions of "ADDING a Snapshot via Push Update - OnePager Express Add-in for Version 5.3"

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=ADDING a Snapshot via Push Update – OnePager Express Add-in for Version 5.3 (X53-7_8_1-11272015)=
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==Overview==
  
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During the course of a project, work is accomplished, new tasks start, completed tasks are finished, and, from time to time, dates are adjusted. These occurrences are usually picked up as part of a regular reporting process for the project. When updated, the Microsoft Excel plan becomes an important source for reporting updated schedule information.
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During the course of a project, work is accomplished, new tasks start, completed tasks are finished, and, from time to time, dates are adjusted. These occurrences are usually picked up as part of a regular reporting process. When updated, the Microsoft Excel plan becomes the source for reporting schedule updates.
  
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OnePager uses the updated Microsoft Excel plan to ADD snapshots to record how the project changes from reporting period to reporting period.  
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OnePager uses the updated Microsoft Excel plan to add snapshots to record how the project changes from reporting period to reporting period.  
  
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One method that the OnePager Add-in uses is called the “Push Update”.  By that we mean that the updated Microsoft Project plan is “Pushed” to OnePager.  This distinction is important since OnePager Version 5.3 also enables the “Pull Update” method.  (See article: [[ADDING a Snapshot via Pull Update - OnePager Express for Version 5.3]] 7.15.2-53 for a discussion of the “Pull” method for adding a snapshot to a project view.
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One method that the OnePager '''Add-in''' uses is called the '''Push Update'''.  By that we mean that the updated Microsoft Project plan is '''Pushed''' to OnePager.  This distinction is important since OnePager Version 5.3 also enables the '''Pull Update''' method.  (See article: [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 5.3 | ADDING a Snapshot via Pull Operation - OnePager Express]] for a discussion of the '''Pull''' method for adding a snapshot to a project view.
  
 
The scenario for accomplishing this periodic process is shown below:
 
The scenario for accomplishing this periodic process is shown below:
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<center>[[File:X53-7_8_1-53-(1)-11272015.png]]</center>
 
<center>[[File:X53-7_8_1-53-(1)-11272015.png]]</center>
  
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<center></center>
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==Procedures==
  
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<center>X53-7_8_1-53-(1)-11272015.png</center>
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1) Launch Microsoft Excel and bring up a Microsoft Excel plan containing updated information.
  
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<center></center>
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2) Launch OnePager and select the '''UPDATE''' button on the '''OnePager Express Start''' form as shown below:
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1) Launch Microsoft Excel and bring up a Microsoft Project plan containing updated information.
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2) Launch OnePager and select the “UPDATE” button on the “OnePager Express Start” form as shown below:
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<center>[[File:X53-7_8_1-53-(WF1)-11272015.png]]</center>
 
<center>[[File:X53-7_8_1-53-(WF1)-11272015.png]]</center>
  
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<center></center>
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:a) Clicking the '''UPDATE''' button will display a list of recently-used project views and the word '''BROWSE FILES…''' option.  Select the desired project view as shown above and OnePager will bring up the OnePager choices ('''OPC''') form shown here:
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<center>X53-7_8_1-53-(WF1)-11262015.png</center>
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:a) Clicking the “UPDATE” button will display a list of recently-used project views and the word “BROWSE FILES…” option.  Select the desired project view as shown above and OnePager will bring up the “OnePager choices” form shown here:
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<center></center>
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<center>[[File:X53-7_8_1-53-(2)-11272015.png]]</center>
 
<center>[[File:X53-7_8_1-53-(2)-11272015.png]]</center>
  
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<center></center>
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:b) Select the '''NEW snapshot at date:''' radio button and use the calendar dropdown list to select the date for this snapshot as shown here:
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<center>X53-7_8_1-53-(2)-11272015.png</center>
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<center></center>
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:b) Select the “NEW snapshot at date:” radio button and use the calendar drop-down list to select the date for this snapshot as shown here:
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<center>[[File:X53-7_8_1-53-(WF2)-11272015.png]]</center>
 
<center>[[File:X53-7_8_1-53-(WF2)-11272015.png]]</center>
  
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<center></center>
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:c) Then, click '''Next&gt;''' or '''New''' depending on whether the '''Show column mappings''' box is checked. OnePager will take the Microsoft Excel plan data under the control of the '''flag''' field and produce a new snapshot in the project view at the date selected.
  
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<center>X53-7_8_1-53-(WF2)-11272015.png</center>
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3) Once the updated project view is open, you may edit, save, and copy the project view to a PowerPoint slide or elsewhere as described previously.  
  
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:c) Then, click “Next&gt;” or “New” depending on whether the “Show column mapping” box is checked. OnePager '''will take the Microsoft Excel plan data''' under the control of the "flag" field and produce a new snapshot in the project view at the date selected.  
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4) When you save the project view, the newly created snapshot is stored in the project view’s '''.TAM''' file along with all its other snapshots. A project view may contain as many snapshots as you like.
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3) Once the updated project view is open, you may edit, save, and copy the project view to a PowerPoint slide or elsewhere as described previously.  
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4) When you save the project view, the newly-created snapshot is stored in the project view’s TAM file along with all its other snapshots.  A project view may contain as many snapshots as you like.
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5) Some care needs to be taken to make sure that the update uses the correct '''flag''' setting. The project view is designed to remember which '''flag''' setting, so the updates will be consistent unless you accidentally change the '''flag'''.  When there are multiple '''flag''' fields in a Microsoft Excel plan from which OnePager imports data, it’s a good idea to glance at the '''flag''' setting before hitting the large '''New''' button.
  
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5) Some care needs to be taken to make sure that the update uses the correct flag setting. The project view is designed to remember which flag setting it is using, so the updates will be consistent unless you accidentally change the "flag" setting.  When there are multiple "flag" fields in a Microsoft Excel plan from which OnePager imports data, it’s a good idea to glance at the flag setting before hitting the large “New” button.
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==Related Links==
  
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Related Links:
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[[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 5.3 | Creating a NEW Project View via Pull Operation - OnePager Pro]]
  
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[[Creating a NEW Project View via Pull Update - OnePager Pro for Version 5.3]] 7.13.1-53
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[[Creating a NEW Project View via Pull Operation - OnePager Express  for Version 5.3 | Creating a NEW Project View via Pull Operation - OnePager Express]]  
  
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[[Creating a NEW Project View via Pull Update - OnePager Express  for Version 5.3]] 7.13.2-53
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[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 | REPLACING a Snapshot via Pull Operation - OnePager Pro]]  
  
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[[REPLACING a Snapshot via Pull Update - OnePager Pro for Version 5.3]] 7.14.1-53
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[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 5.3 | REPLACING a Snapshot via Pull Operation - OnePager Express]]
  
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[[REPLACING a Snapshot via Pull Update - OnePager Express for Version 5.3]] 7.14.2-53
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[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 | ADDING a Snapshot via Pull Operation - OnePager Pro]]
  
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[[ADDING a Snapshot via Pull Update - OnePager Pro for Version 5.3]] 7.15.1-53
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[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 5.3 | ADDING a Snapshot via Pull Operation - OnePager Express]]
  
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[[ADDING a Snapshot via Pull Update - OnePager Express for Version 5.3]]   7.15.2-53
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 5.3 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]]
  
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 5.3]] in a project view 7.16.1-53
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 5.3 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]]  
  
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 5.3]] in a project view 7.16.2-53
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button]]
  
 
(7.8.1-53)
 
(7.8.1-53)

Latest revision as of 16:53, 3 March 2016

Overview

During the course of a project, work is accomplished, new tasks start, completed tasks are finished, and, from time to time, dates are adjusted. These occurrences are usually picked up as part of a regular reporting process. When updated, the Microsoft Excel plan becomes the source for reporting schedule updates.

OnePager uses the updated Microsoft Excel plan to add snapshots to record how the project changes from reporting period to reporting period.

One method that the OnePager Add-in uses is called the Push Update. By that we mean that the updated Microsoft Project plan is Pushed to OnePager. This distinction is important since OnePager Version 5.3 also enables the Pull Update method. (See article: ADDING a Snapshot via Pull Operation - OnePager Express for a discussion of the Pull method for adding a snapshot to a project view.

The scenario for accomplishing this periodic process is shown below:

X53-7 8 1-53-(1)-11272015.png

Procedures

1) Launch Microsoft Excel and bring up a Microsoft Excel plan containing updated information.

2) Launch OnePager and select the UPDATE button on the OnePager Express Start form as shown below:

X53-7 8 1-53-(WF1)-11272015.png
a) Clicking the UPDATE button will display a list of recently-used project views and the word BROWSE FILES… option. Select the desired project view as shown above and OnePager will bring up the OnePager choices (OPC) form shown here:
X53-7 8 1-53-(2)-11272015.png
b) Select the NEW snapshot at date: radio button and use the calendar dropdown list to select the date for this snapshot as shown here:
X53-7 8 1-53-(WF2)-11272015.png
c) Then, click Next> or New depending on whether the Show column mappings box is checked. OnePager will take the Microsoft Excel plan data under the control of the flag field and produce a new snapshot in the project view at the date selected.

3) Once the updated project view is open, you may edit, save, and copy the project view to a PowerPoint slide or elsewhere as described previously.

4) When you save the project view, the newly created snapshot is stored in the project view’s .TAM file along with all its other snapshots. A project view may contain as many snapshots as you like.

5) Some care needs to be taken to make sure that the update uses the correct flag setting. The project view is designed to remember which flag setting, so the updates will be consistent unless you accidentally change the flag. When there are multiple flag fields in a Microsoft Excel plan from which OnePager imports data, it’s a good idea to glance at the flag setting before hitting the large New button.

Related Links

Creating a NEW Project View via Pull Operation - OnePager Pro

Creating a NEW Project View via Pull Operation - OnePager Express

REPLACING a Snapshot via Pull Operation - OnePager Pro

REPLACING a Snapshot via Pull Operation - OnePager Express

ADDING a Snapshot via Pull Operation - OnePager Pro

ADDING a Snapshot via Pull Operation - OnePager Express

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express

Using the OnePager "Data" Tab's "Selected file(s)" Button

(7.8.1-53)

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