Difference between revisions of "ADDING a Snapshot via Push Update - OnePager Pro Desktop for Version 6.1"
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==Overview== | ==Overview== | ||
| − | During the course of a project, work is accomplished, new tasks start, other 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 Project plan becomes the source for reporting schedule updates. | + | 1) During the course of a project, work is accomplished, new tasks start, other 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 Project plan becomes the source for reporting schedule updates. |
| − | OnePager uses the updated Microsoft Project '''source plan''' to add snapshots to record how the project changes between reporting periods. | + | 2) OnePager uses the updated Microsoft Project '''source plan''' to add snapshots to record how the project changes between reporting periods. |
| − | Once project views are created, they can be updated from the '''OnePager Pro Start''' form by launching OnePager from the '''desktop''' icon and doing a '''push''' update. By '''push''' we mean that the updated Microsoft Project '''source plan''' is '''Pushed''' to OnePager. This distinction is important since OnePager also enables the '''Pull Update''' method. (See article: [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.1| ADDING a Snapshot via Pull Operation - OnePager Pro]] 7. | + | 3) Once project views are created, they can be updated from the '''OnePager Pro Start''' form by launching OnePager from the '''desktop''' icon and doing a '''push''' update. By '''push''' we mean that the updated Microsoft Project '''source plan''' is '''Pushed''' to OnePager. This distinction is important since OnePager also enables the '''Pull Update''' method. (See article: [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.1| ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-61--> 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: | + | 4) The scenario for accomplishing this periodic process is shown below: |
<center>[[File:P60-7_7_2-53-(1)-09172016.png]]</center> | <center>[[File:P60-7_7_2-53-(1)-09172016.png]]</center> | ||
| Line 15: | Line 15: | ||
1) Launch OnePager from the '''desktop''' icon. | 1) Launch OnePager from the '''desktop''' icon. | ||
| − | 2) The splash page | + | 2) The splash page appears briefly followed by the One Pager Project View Editor ('''PVE''') form displaying the '''OnePager Pro Start''' form. |
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: | ||
| Line 22: | Line 22: | ||
<!--<center>P60-7_7_2-60-(2)-01302017.png</center>--> | <!--<center>P60-7_7_2-60-(2)-01302017.png</center>--> | ||
| − | :a) Clicking the '''UPDATE''' button | + | :a) Clicking the '''UPDATE''' button displays a list of recently-used project views and the word '''BROWSE FILES…''' option. Select the desired project view as shown above and OnePager accesses the OnePager choices ('''OPC''') form shown here: |
<center>[[File:P60-7_7_1-60-(2A)-01302017.png]]</center> | <center>[[File:P60-7_7_1-60-(2A)-01302017.png]]</center> | ||
| Line 32: | Line 32: | ||
<!--<center>P60-7_7_1-60-(3)-01302017.png</center>--> | <!--<center>P60-7_7_1-60-(3)-01302017.png</center>--> | ||
| − | :c) Then, click '''Next>''' or '''New''' depending on whether the '''Show column mappings''' checkbox is checked. OnePager | + | :c) Then, click '''Next>''' or '''New''' depending on whether the '''Show column mappings''' checkbox is checked. OnePager takes the Microsoft Project '''source plan''' data under the control of the '''Flag/Number''' field and produce a new snapshot in the project view at the date selected. |
| − | 4) Once the updated project view is open, you | + | 4) Once the updated project view is open, you can '''edit''', save, and copy the project view to a Microsoft PowerPoint slide or elsewhere as described previously. |
| − | 5) 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 | + | 5) 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 can contain as many snapshots as you like. |
| − | 6) 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 | + | 6) 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 are consistent unless you accidentally change the '''flag'''. When there are multiple '''Flag/Number''' fields in a Microsoft Project 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== | ||
| − | [[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Pro]] 7.13.1-61 | + | [[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Pro]] <!--7.13.1-61--> |
| − | [[Creating a NEW Project View via Pull Operation - OnePager Express for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Express]] 7.13.2-61 | + | [[Creating a NEW Project View via Pull Operation - OnePager Express for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Express]] <!--7.13.2-61--> |
| − | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] 7.14.1-61 | + | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-61--> |
| − | [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Express]] 7.14.2-61 | + | [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-61--> |
| − | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Pro]] 7.15.1-61 | + | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-61--> |
| − | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Express]] 7.15.2- | + | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-61--> |
| − | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 6.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] 7.16.1-61 | + | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 6.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-61--> |
| − | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 6.1 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] 7.16.2-61 | + | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 6.1 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-61--> |
| − | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-61 | + | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-61--> |
(7.7.2-61) | (7.7.2-61) | ||
Latest revision as of 22:20, 4 January 2019
Overview
1) During the course of a project, work is accomplished, new tasks start, other 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 Project plan becomes the source for reporting schedule updates.
2) OnePager uses the updated Microsoft Project source plan to add snapshots to record how the project changes between reporting periods.
3) Once project views are created, they can be updated from the OnePager Pro Start form by launching OnePager from the desktop icon and doing a push update. By push we mean that the updated Microsoft Project source plan is Pushed to OnePager. This distinction is important since OnePager also enables the Pull Update method. (See article: ADDING a Snapshot via Pull Operation - OnePager Pro for a discussion of the Pull method for adding a snapshot to a project view.
4) The scenario for accomplishing this periodic process is shown below:
-09172016.png)
Procedures
1) Launch OnePager from the desktop icon.
2) The splash page appears briefly followed by the One Pager Project View Editor (PVE) form displaying the OnePager Pro Start form.
3) Select the UPDATE button on the OnePager Pro Start form as shown below:
-01302017.png)
- a) Clicking the UPDATE button displays a list of recently-used project views and the word BROWSE FILES… option. Select the desired project view as shown above and OnePager accesses the OnePager choices (OPC) form shown here:
-01302017.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:
-01302017.png)
- c) Then, click Next> or New depending on whether the Show column mappings checkbox is checked. OnePager takes the Microsoft Project source plan data under the control of the Flag/Number field and produce a new snapshot in the project view at the date selected.
4) Once the updated project view is open, you can edit, save, and copy the project view to a Microsoft PowerPoint slide or elsewhere as described previously.
5) 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 can contain as many snapshots as you like.
6) 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 are consistent unless you accidentally change the flag. When there are multiple Flag/Number fields in a Microsoft Project 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
(7.7.2-61)
