Difference between revisions of "Basic Workflows for OnePager Live (Portal)"

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(Created page with "==Overview== 7.0.1-OPL The Getting Started (Portal) 3.0-OPL article covered a few ways of creating and updating project v...")
 
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7.0.1-OPL
 
7.0.1-OPL
  
The [[Getting Started with OnePager Live (Portal) | Getting Started (Portal)]] 3.0-OPL article covered a few ways of creating and updating project views and snapshots.  
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The [[Getting Started with OnePager Live (Portal) | Getting Started (Portal)]] 3.0.1-OPL 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.  
 
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.  
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{| class="wikitable"
 
{| class="wikitable"
| [[Creating a NEW Project View - OnePager LIve for OnePager Live | Creating a NEW Project View - OnePager Live]]  
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| [[Creating a NEW Project View - OnePager LIve for OnePager Live | Creating a NEW Project View - OnePager Live]] 7.1.1-OPL
 
|}
 
|}
  
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{| class="wikitable"
 
{| class="wikitable"
| [[Creating Another New Project View - OnePager Live for OnePager Live | Creating Another New Project View - OnePager LIve]]  
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| [[Creating Another New Project View - OnePager Live for OnePager Live | Creating Another New Project View - OnePager LIve]] 7.3.1-OPL
 
|}
 
|}
  
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{| class="wikitable"
 
{| class="wikitable"
| [[Opening an EXISTING Project View - OnePager Live for OnePager Live | Opening an EXISTING Project View - OnePager LIve]]  
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| [[Opening an EXISTING Project View - OnePager Live for OnePager Live | Opening an EXISTING Project View - OnePager LIve]] 7.5.1-OPL
 
|}
 
|}
  
==ADDING a Snapshot via Push Update with OnePager Live==
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==ADDING a Snapshot with OnePager Live==
  
 
{| class="wikitable"
 
{| class="wikitable"
| [[ADDING a Snapshot via Push Update - OnePager Live for OnePager Live | ADDING a Snapshot via Push Update - OnePager Live]]
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| [[ADDING a Snapshot - OnePager Live for OnePager Live | ADDING a Snapshot - OnePager Live]] 7.7.1-OPL
 
|}
 
|}
  
==REPLACING a Snapshot via Push Update with OnePager Live==
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==REPLACING a Snapshot with OnePager Live==
  
 
{| class="wikitable"
 
{| class="wikitable"
| [[REPLACING a Snapshot via Push Update - OnePager Live for OnePager Live | REPLACING a Snapshot via Push Update - OnePager Live]]  
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| [[REPLACING a Snapshot - OnePager Live for OnePager Live | REPLACING a Snapshot - OnePager Live]] 7.9.1-OPL
 
|}
 
|}
  
==Using the Pull Operation Feature with OnePager Live==
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==Using the OnePager Live Data Tab's Select file(s) Button==
  
 
{| class="wikitable"
 
{| class="wikitable"
| [[Creating a NEW Project View via Pull Operation - OnePager Live for OnePager Live | Creating a NEW Project View via Pull Operation - OnePager LIve]]  
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| [[Using the OnePager Live Data Tab's Selected file(s) Button for OnePager Live | Using the OnePager Live Data Tab's Selected file(s) Button]] 7.17.1-OPL
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|}
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==OnePager Live Operations with Microsoft Project Server or Microsoft Project Online==
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 +
{| class="wikitable"
 +
| [[Creating a NEW Project View from Microsoft Project Server/Online for OnePager Live | Creating a NEW Project View from Microsoft Project Server/Online]] 7.13.1-OPL
 
|-
 
|-
| [[REPLACING a Snapshot via Pull Operation - OnePager Live for OnePager Live | REPLACING a Snapshot via Pull Operation - OnePager Live]]  
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| [[REPLACING a Snapshot with Microsoft Project Server/Online for OnePager Live | REPLACING a Snapshot with Microsoft Project Server/Online]] 7.14.1-OPL
 
|-
 
|-
| [[ADDING a Snapshot via Pull Operation - OnePager Live for OnePager Live | ADDING a Snapshot via Pull Operation - OnePager Live]]
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| [[ADDING a Snapshot from Microsoft Project Server/Online for OnePager Live | ADDING a Snapshot from Microsoft Project Server/Online]] 7.15.1-OPL
 
|-
 
|-
| [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Live for OnePager Live | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Live]]
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| [[Custom Update (Replacing) of a Snapshot with Microsoft Project Server/Online for OnePager Live | Custom Update (Replacing) of a Snapshot with Microsoft Project Server/Online]] 7.1.16.1-OPL
|-
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| [[Using the OnePager Live "Data" Tab's "Selected file(s)" Button for OnePager Live | Using the OnePager Live "Data" Tab's "Selected file(s)" Button]]
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|}
 
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In addition, it is recommended that users review the following articles related to merging new tasks from Microsoft Project and Microsoft Excel into existing project views for OnePager Live:
 
In addition, it is recommended that users review the following articles related to merging new tasks from Microsoft Project and Microsoft Excel into existing project views for OnePager Live:
 +
 
{| class="wikitable"
 
{| class="wikitable"
| [[Merging the Wrong Tasks into a Project View from Microsoft Project for OnePager Live | Merging the Wrong Tasks into a Project View from Microsoft Project]]
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| [[Merging the Wrong Tasks into a Project View from Microsoft Project for OnePager Live | Merging the Wrong Tasks into a Project View from Microsoft Project]] 7.11.1-OPL
| [[Merging the Wrong Tasks into a Project View from Microsoft Excel for OnePager Live | Merging the Wrong Tasks into a Project View from Microsoft Excel]]
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| [[Merging the Wrong Tasks into a Project View from Microsoft Excel for OnePager Live | Merging the Wrong Tasks into a Project View from Microsoft Excel]] 7.12.1-OPL
 
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[[Category:OnePager Live]]
 
[[Category:OnePager Live]]
[[Category:Add-in]]
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[[Category:Basic Workflows for OnePager Live]]
[[Category:Desktop]]
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[[Category:Basic Workflows]]
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[[Category:Project Views]]
 
[[Category:Project Views]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
[[Category:Microsoft Project]]
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[[Category:Microsoft Project Server]]
[[Category:Microsoft Excel]]
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[[Category:Microsoft Project Online]]

Revision as of 21:03, 23 May 2016

Overview

7.0.1-OPL

The Getting Started (Portal) 3.0.1-OPL 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 Live

Creating a NEW Project View - OnePager Live 7.1.1-OPL

Creating Another New Project View with OnePager Live

Creating Another New Project View - OnePager LIve 7.3.1-OPL

Opening an EXISTING Project View with OnePager Live

Opening an EXISTING Project View - OnePager LIve 7.5.1-OPL

ADDING a Snapshot with OnePager Live

ADDING a Snapshot - OnePager Live 7.7.1-OPL

REPLACING a Snapshot with OnePager Live

REPLACING a Snapshot - OnePager Live 7.9.1-OPL

Using the OnePager Live Data Tab's Select file(s) Button

Using the OnePager Live Data Tab's Selected file(s) Button 7.17.1-OPL

OnePager Live Operations with Microsoft Project Server or Microsoft Project Online

Creating a NEW Project View from Microsoft Project Server/Online 7.13.1-OPL
REPLACING a Snapshot with Microsoft Project Server/Online 7.14.1-OPL
ADDING a Snapshot from Microsoft Project Server/Online 7.15.1-OPL
Custom Update (Replacing) of a Snapshot with Microsoft Project Server/Online 7.1.16.1-OPL

Merging the Wrong Tasks into OnePager Live

In addition, it is recommended that users review the following articles related to merging new tasks from Microsoft Project and Microsoft Excel into existing project views for OnePager Live:

Merging the Wrong Tasks into a Project View from Microsoft Project 7.11.1-OPL Merging the Wrong Tasks into a Project View from Microsoft Excel 7.12.1-OPL


(7.0.1-OPL)