Basic Workflows for OnePager Live (Portal)

Overview

7.0.1-OPL

The Getting Started (Portal) 3.0-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

Creating Another New Project View with OnePager Live

Creating Another New Project View - OnePager LIve

Opening an EXISTING Project View with OnePager Live

Opening an EXISTING Project View - OnePager LIve

ADDING a Snapshot via Push Update with OnePager Live

ADDING a Snapshot via Push Update - OnePager Live

REPLACING a Snapshot via Push Update with OnePager Live

REPLACING a Snapshot via Push Update - OnePager Live

Using the Pull Operation Feature with OnePager Live

Creating a NEW Project View via Pull Operation - OnePager LIve

REPLACING a Snapshot via Pull Operation - OnePager Live

ADDING a Snapshot via Pull Operation - OnePager Live

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Live

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

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

Merging the Wrong Tasks into a Project View from Microsoft Excel

(7.0.1-OPL)