Difference between revisions of "ADDING a Snapshot via Push Update - OnePager Pro Add-in for Version 7.0"
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==Overview Flow Chart== | ==Overview Flow Chart== | ||
| − | + | During the course of a project, work is accomplished, new tasks '''start''', other tasks '''finish''', and, from time to time, '''dates''' are adjusted. These changes are usually picked up as part of a regular reporting process. When updated, the Microsoft Project '''source plan''' becomes the source for reporting schedule updates. | |
| − | + | OnePager uses the updated Microsoft Project '''source plan''' to '''add''' snapshots to record how the project progresses between reporting periods. One method that the OnePager '''Add-in''' uses is called the '''Push Update'''. By '''push''' we mean that the updated Microsoft Project '''source plan''' is '''Pushed''' to OnePager Pro. | |
| − | + | This distinction is important since OnePager also enables the '''Pull Update''' method where OnePager Pro loads the updated '''source plan''' file before processing the updates. For more information on the '''Pull method''' of '''adding''' a snapshot to the chart, please see the article at: [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] 7.15.1-70. | |
| − | + | The scenario for accomplishing this periodic process is shown below: | |
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<center>[[File:P70-7_7_1-70-(1)-08092019.png]]</center> | <center>[[File:P70-7_7_1-70-(1)-08092019.png]]</center> | ||
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==Procedure== | ==Procedure== | ||
| − | 1) Launch Microsoft Project and access a Microsoft Project '''source plan''' containing updated information. | + | :1) Launch Microsoft Project and access a Microsoft Project '''source plan''' containing updated information. |
| − | 2) Launch OnePager Pro from the Microsoft Project '''ADD-IN''' ribbon tool bar tab. | + | :2) Launch OnePager Pro from the Microsoft Project '''ADD-IN''' ribbon tool bar tab. |
| − | 3) Select the '''UPDATE''' button on the '''OnePager Pro Start''' form as shown below: | + | :3) Select the '''UPDATE''' button on the '''OnePager Pro Start''' form as shown below: |
<center>[[File:P70-7_7_1-70-(2)-08092019.png]]</center> | <center>[[File:P70-7_7_1-70-(2)-08092019.png]]</center> | ||
<center>P70-7_7_1-70-(2)-08092019.png</center> | <center>P70-7_7_1-70-(2)-08092019.png</center> | ||
| − | 4) Clicking the '''UPDATE''' button displays a list of recently-used charts and the word '''BROWSE FILES…''' option. | + | :4) Clicking the '''UPDATE''' button displays a list of recently-used charts and the word '''BROWSE FILES…''' option. Select the desired chart as shown above and OnePager accesses the OnePager choices ('''OPC''') form shown here: |
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<center>[[File:P70-7_7_1-70-(2A)-08092019.png]]</center> | <center>[[File:P70-7_7_1-70-(2A)-08092019.png]]</center> | ||
<center>P70-7_7_1-70-(2A)-08092019.png</center> | <center>P70-7_7_1-70-(2A)-08092019.png</center> | ||
| − | + | :5) Select the '''NEW snapshot at date:''' radio button and use the '''calendar''' dropdown list to select the '''date''' for this snapshot as shown here: | |
<center>[[File:P70-7_7_1-70-(3)-08092019.png]]</center> | <center>[[File:P70-7_7_1-70-(3)-08092019.png]]</center> | ||
<center>P70-7_7_1-70-(3)-08092019.png</center> | <center>P70-7_7_1-70-(3)-08092019.png</center> | ||
| − | + | :6) Then, click '''Next>''' or '''New''' depending on whether the '''Show field mappings''' checkbox is checked '''ON'''. OnePager takes the Microsoft Project '''source plan''' data under the control of the '''Flag/Number''' field and produce a '''new''' snapshot in the chart at the '''date''' selected. | |
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| − | + | Once the updated chart is open, you can '''edit''', '''save''', and '''copy the chart''' to a Microsoft PowerPoint slide or elsewhere as described previously. When you '''save''' the chart, the newly created snapshot is stored in the chart’s '''.TAM''' file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct '''Flag''' setting. A chart can contain as many snapshots as you like. The chart is designed to remember which '''Flag''' setting, so the '''updates''' are consistent unless you accidentally change the '''Flag'''. When there are multiple '''Flag/Number''' fields in a Microsoft Project '''source 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== | ==Related Links== | ||
Revision as of 20:46, 30 December 2020
Overview Flow Chart
During the course of a project, work is accomplished, new tasks start, other tasks finish, and, from time to time, dates are adjusted. These changes are usually picked up as part of a regular reporting process. When updated, the Microsoft Project source plan becomes the source for reporting schedule updates.
OnePager uses the updated Microsoft Project source plan to add snapshots to record how the project progresses between reporting periods. One method that the OnePager Add-in uses is called the Push Update. By push we mean that the updated Microsoft Project source plan is Pushed to OnePager Pro.
This distinction is important since OnePager also enables the Pull Update method where OnePager Pro loads the updated source plan file before processing the updates. For more information on the Pull method of adding a snapshot to the chart, please see the article at: ADDING a Snapshot via Pull Operation - OnePager Pro 7.15.1-70.
The scenario for accomplishing this periodic process is shown below:
-08092019.png)
Procedure
- 1) Launch Microsoft Project and access a Microsoft Project source plan containing updated information.
- 2) Launch OnePager Pro from the Microsoft Project ADD-IN ribbon tool bar tab.
- 3) Select the UPDATE button on the OnePager Pro Start form as shown below:
-08092019.png)
- 4) Clicking the UPDATE button displays a list of recently-used charts and the word BROWSE FILES… option. Select the desired chart as shown above and OnePager accesses the OnePager choices (OPC) form shown here:
-08092019.png)
- 5) Select the NEW snapshot at date: radio button and use the calendar dropdown list to select the date for this snapshot as shown here:
-08092019.png)
- 6) Then, click Next> or New depending on whether the Show field mappings checkbox is checked ON. OnePager takes the Microsoft Project source plan data under the control of the Flag/Number field and produce a new snapshot in the chart at the date selected.
Once the updated chart is open, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. When you save the chart, the newly created snapshot is stored in the chart’s .TAM file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct Flag setting. A chart can contain as many snapshots as you like. The chart is designed to remember which Flag setting, so the updates are consistent unless you accidentally change the Flag. When there are multiple Flag/Number fields in a Microsoft Project source 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 Chart via Pull Operation - OnePager Pro 7.13.1-70
Creating a NEW Chart via Pull Operation - OnePager Express 7.13.2-70
REPLACING a Snapshot via Pull Operation - OnePager Pro 7.14.1-70
REPLACING a Snapshot via Pull Operation - OnePager Express 7.14.2-70
ADDING a Snapshot via Pull Operation - OnePager Pro 7.15.1-70
ADDING a Snapshot via Pull Operation - OnePager Express 7.15.2-70
Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro 7.16.1-70
Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express 7.16.2-70
Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-70
(7.7.1-70)
