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

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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
 
| [[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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| [[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
 
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| [[ADDING a Snapshot - OnePager Live for OnePager Live | ADDING a Snapshot - OnePager Live]] 7.7.1-OPL
 
| [[ADDING a Snapshot - OnePager Live for OnePager Live | ADDING a Snapshot - OnePager Live]] 7.7.1-OPL
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|-
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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
 
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| [[REPLACING a Snapshot - OnePager Live for OnePager Live | REPLACING a Snapshot - OnePager Live]] 7.9.1-OPL
 
| [[REPLACING a Snapshot - OnePager Live for OnePager Live | REPLACING a Snapshot - OnePager Live]] 7.9.1-OPL
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|-
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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
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|-
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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]] 7.17.1-OPL
 
| [[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
|}
 
 
==OnePager Live Operations with Microsoft Project Server or Microsoft Project Online==
 
 
{| 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 with Microsoft Project Server/Online for OnePager Live | REPLACING a Snapshot with Microsoft Project Server/Online]] 7.14.1-OPL
 
|-
 
| [[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 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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Revision as of 11:41, 24 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 a NEW Project View from Microsoft Project Server/Online 7.13.1-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
ADDING a Snapshot from Microsoft Project Server/Online 7.15.1-OPL

REPLACING a Snapshot with OnePager Live

REPLACING a Snapshot - OnePager Live 7.9.1-OPL
REPLACING a Snapshot with Microsoft Project Server/Online 7.14.1-OPL
Custom Update (Replacing) of a Snapshot with Microsoft Project Server/Online 7.1.16.1-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

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)