ADDING a Snapshot via Push Update – OnePager Express Add-in for Version 5.3 (X53-7_8_1-11272015)

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.

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 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.

The scenario for accomplishing this periodic process is shown below:

X53-7_8_1-53-(1)-11272015.png

1) Launch Microsoft Excel and bring up a Microsoft Project 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)-11262015.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” form shown here:

X53-7_8_1-53-(2)-11272015.png

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:

X53-7_8_1-53-(WF2)-11272015.png

c) Then, click “Next>” 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.

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 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.

Creating a NEW Project View via Pull Update - OnePager Express for Version 5.3 7.13.2-53

REPLACING a Snapshot via Pull Update - OnePager Pro for Version 5.3 7.14.1-53

REPLACING a Snapshot via Pull Update - OnePager Express for Version 5.3 7.14.2-53

ADDING a Snapshot via Pull Update - OnePager Pro for Version 5.3 7.15.1-53

ADDING a Snapshot via Pull Update - OnePager Express for Version 5.3 7.15.2-53

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 5.3 in a project view 7.16.1-53

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 5.3 in a project view 7.16.2-53

(7.8.1-53)