Difference between revisions of "Basic Workflows for OnePager Live Beta 2 (Portal)"

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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.
 
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.
  
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==Creating a NEW Project View with OnePager Pro and Express==
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==Creating a NEW Project View with OnePager Live==
  
 
{| class="wikitable"
 
{| class="wikitable"
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| [[Creating a NEW Project View - OnePager Pro Add-in for Version 6.0 | Creating a NEW Project View - OnePager Pro Add-in]]
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| [[Creating a NEW Project View for OnePager Live Beta 2 (MS Project Source) | Creating a NEW Project View for MS Project Source]] 7.1.1-OPL2
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| [[Creating a NEW Project View - OnePager Express Add-in for Version 6.0  | Creating a NEW Project View - OnePager Express Add-in]]  
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| [[Creating a NEW Project View for OnePager Live Beta 2 (MS Excel Source)  | Creating a NEW Project View for MS Excel Source]] 7.2.1-OPL2
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|-
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| [[Creating a NEW Project View - OnePager Pro Desktop for Version 6.0 | Creating a NEW Project View - OnePager Pro Desktop]]
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| [[Creating a NEW Project View - OnePager Express Desktop for Version 6.0 | Creating a NEW Project View - OnePager Express Desktop]]  
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−
|-
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|}
 
|}
  
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==Creating Another New Project View with OnePager Pro and Express==
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==Creating Another New Project View with OnePager Live==
  
 
{| class="wikitable"
 
{| class="wikitable"
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| [[Creating Another New Project View - OnePager Pro Add-in for Version 6.0 | Creating Another New Project View - OnePager Pro Add-in]]
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| [[Creating Another New Project View for OnePager Live Beta 2 (MS Project Source) | Creating Another New Project View for MS Project Source]] 7.3.1-OPL2
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| [[Creating Another New Project View - OnePager Express Add-in for Version 6.0 | Creating Another New Project View - OnePager Express Add-in]]  
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| [[Creating Another New Project View for OnePager Live Beta 2 (MS Excel Source) | Creating Another New Project View for MS Excel Source]] 7.4.1-OPL2
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|-
+
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| [[Creating Another New Project View - OnePager Pro Desktop for Version 6.0 | Creating Another New Project View - OnePager Pro Desktop]]
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| [[Creating Another New Project View - OnePager Express Desktop for Version 6.0 | Creating Another New Project View - OnePager Express Desktop]]
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|-
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|}
 
|}
  
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==Opening an EXISTING Project View with OnePager Pro and Express==
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==Opening an EXISTING Project View with OnePager Live==
  
 
{| class="wikitable"
 
{| class="wikitable"
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| [[Opening an EXISTING Project View - OnePager Pro Add-in for Version 6.0 | Opening an EXISTING Project View - OnePager Pro Add-in]]
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| [[Opening an EXISTING Project View for OnePager Live Beta 2 (MS Project Source) | Opening an EXISTING Project View for MS Project Source]] 7.5.1-OPL2
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| [[Opening an EXISTING Project View - OnePager Express Add-in for Version 6.0 | Opening an EXISTING Project View - OnePager Express Add-in]]  
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| [[Opening an EXISTING Project View for OnePager Live Beta 2 (MS Excel Source) | Opening an EXISTING Project View for MS Excel Source]] 7.6.1-OPL2
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|-
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| [[Opening an EXISTING Project View - OnePager Pro Desktop for Version 6.0 | Opening an EXISTING Project View - OnePager Pro Desktop]]  
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| [[Opening an EXISTING Project View - OnePager Express Desktop for Version 6.0 | Opening an EXISTING Project View - OnePager Express Desktop]]
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|-
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|}
 
|}
  
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==ADDING a Snapshot via Push Update with OnePager Pro and Express==
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==ADDING a Snapshot via Push Update with OnePager Live==
  
 
{| class="wikitable"
 
{| class="wikitable"
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| [[ADDING a Snapshot via Push Update - OnePager Pro Add-in for Version 6.0 | ADDING a Snapshot via Push Update - OnePager Pro Add-in]]
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| [[ADDING a Snapshot via Push Update for OnePager Live Beta 2 (MS Project Source) | ADDING a Snapshot via Push Update for MS Project Source]] 7.7.1-OPL2
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| [[ADDING a Snapshot via Push Update - OnePager Express Add-in for Version 6.0 | ADDING a Snapshot via Push Update - OnePager Express Add-in]]
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| [[ADDING a Snapshot via Push Update for OnePager Live Beta 2 (MS Excel Source) | ADDING a Snapshot via Push Update MS Excel Source]] 7.8.1-OPL2
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|-
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| [[ADDING a Snapshot via Push Update - OnePager Pro Desktop for Version 6.0 | ADDING a Snapshot via Push Update - OnePager Pro Desktop]]
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| [[ADDING a Snapshot Via Push Update - OnePager Express Desktop for Version 6.0 | ADDING a Snapshot Via Push Update - OnePager Express Desktop]]
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|-
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|}
 
|}
  
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==REPLACING a Snapshot via Push Update with OnePager Pro and Express==
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==REPLACING a Snapshot via Push Update with OnePager Live==
  
 
{| class="wikitable"
 
{| class="wikitable"
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| [[REPLACING a Snapshot via Push Update - OnePager Pro Add-in for Version 6.0 | REPLACING a Snapshot via Push Update - OnePager Pro Add-in]]
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| [[REPLACING a Snapshot via Push Update for OnePager Live Beta 2 (MS Project Source) | REPLACING a Snapshot via Push Update for MS Project Source]] 7.9.1-OPL2
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| [[REPLACING a Snapshot via Push Update - OnePager Express Add-in for Version 6.0 | REPLACING a Snapshot via Push Update - OnePager Express Add-in]]
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| [[REPLACING a Snapshot via Push Update for OnePager Live Beta 2 (MS Excel Source) | REPLACING a Snapshot via Push Update for MS Excel Source]] 7.10.1-OPL2
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|-
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| [[REPLACING a Snapshot via Push Update - OnePager Pro Desktop for Version 6.0 | REPLACING a Snapshot via Push Update - OnePager Pro Desktop]]
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| [[REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 6.0 | REPLACING a Snapshot via Push Update - OnePager Express Desktop]]  
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|-
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|}
 
|}
  
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==Using the Pull Operation Feature with OnePager Pro and Express==
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==Using the Pull Operation Feature with OnePager Live==
  
 
{| class="wikitable"
 
{| class="wikitable"
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| [[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6.0 | Creating a NEW Project View via Pull Operation - OnePager Pro]]  
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| [[Creating a NEW Project View via Pull Operation for OnePager Live Beta 2 (MS Project Source) | Creating a NEW Project View via Pull Operation for MS Project Source]] 7.13.1-OPL2
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| [[Creating a NEW Project View via Pull Operation - OnePager Express  for Version 6.0 | Creating a NEW Project View via Pull Operation - OnePager Express]]  
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| [[Creating a NEW Project View via Pull Operation for OnePager Live Beta 2 (MS Excel Source) | Creating a NEW Project View via Pull Operation for MS Excel Source]] 7.13.2-OPL2
 
|-
 
|-
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| [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]]  
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| [[REPLACING a Snapshot via Pull Operation for OnePager Live Beta 2 (MS Project Source) | REPLACING a Snapshot via Pull Operation for MS Project Source]] 7.14.1-OPL2
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| [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]]
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| [[REPLACING a Snapshot via Pull Operation for OnePager Live Beta 2 (MS Excel Source) | REPLACING a Snapshot via Pull Operation for MS Excel Source]] 7.14.2-OPL2
 
|-
 
|-
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| [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]]
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| [[ADDING a Snapshot via Pull Operation for OnePager Live Beta 2 (MS Project Source) | ADDING a Snapshot via Pull Operation for MS Project Source]] 7.15.1-OPL2
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| [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.0 | ADDING a Snapshot via Pull Operation - OnePager Express]]
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| [[ADDING a Snapshot via Pull Operation for OnePager Live Beta 2 (MS Excel Source) | ADDING a Snapshot via Pull Operation for MS Excel Source]] 7.15.2-OPL2
 
|-
 
|-
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| [[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]]
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| [[Custom Update (Replacing) of a Snapshot via Pull Operation for OnePager Live Beta 2 (MS Project Source) | Custom Update (Replacing) of a Snapshot via Pull Operation for MS Project Source]] 7.16.1-OPL2
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| [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 6.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]]  
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| [[Custom Update (Replacing) of a Snapshot via Pull Operation for OnePager Live Beta 2 (MS Excel Source) | Custom Update (Replacing) of a Snapshot via Pull Operation for MS Excel Source]] 7.16.2-OPL2
 
|-
 
|-
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| [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]]
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| [[Using the OnePager "Data" Tab's "Selected file(s)" Button for OnePager Live Beta 2 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-OPL2
 
|}
 
|}
  
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'''Conditional Import Filters''' is easy to use and is an alternative to the process of establishing a '''Flag''' field to control '''source plan''' row imports.  Further the '''Conditional Import Filters''' rules can be changed at any time without the need to make a change to your '''source plan'''.  This means that you have to option to create different project views from the same '''source plan''' by merely making alterations to the '''Conditional Import Filters''' rules.
 
'''Conditional Import Filters''' is easy to use and is an alternative to the process of establishing a '''Flag''' field to control '''source plan''' row imports.  Further the '''Conditional Import Filters''' rules can be changed at any time without the need to make a change to your '''source plan'''.  This means that you have to option to create different project views from the same '''source plan''' by merely making alterations to the '''Conditional Import Filters''' rules.
  
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You can find detailed information at the article titled [[Conditional Import for Version 6.0 (Portal) | Conditional Import Filters (Portal)]].
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You can find detailed information at the article titled [[Conditional Import for OnePager Live Beta 2 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-OPL2.
  
 
==Merging the Wrong Tasks==
 
==Merging the Wrong Tasks==
  
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In addition, it is recommended that you review the following articles related to merging new tasks into existing project views for OnePager Pro and OnePager Express:
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In addition, it is recommended that you review the following articles related to merging new tasks into existing project views for OnePager Live:
  
 
{| class="wikitable"
 
{| class="wikitable"
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| [[Merging the Wrong Tasks into a Project View for Version 6.0 - OnePager Pro | Merging the Wrong Tasks into a Project View - OnePager Pro]]
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| [[Merging the Wrong Tasks into a Project View for OnePager Live Beta 2 (MS Project Source) | Merging the Wrong Tasks into a Project View (MS Project Source]] 7.11.1-OPL2
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| [[Merging the Wrong Tasks into a Project View for Version 6.0 - OnePager Express | Merging the Wrong Tasks into a Project View - OnePager Express]]
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| [[Merging the Wrong Tasks into a Project View for OnePager Live Beta 2 (MS Excel Source) | Merging the Wrong Tasks into a Project View (MS Excel Source)]] 7.12.1-OPL2
 
|}
 
|}
  
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[[Category:OnePager Live]]
 
[[Category:OnePager Live]]
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[[Category:Add-in]]
 
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[[Category:Desktop]]
 
 
[[Category:Basic Workflows]]
 
[[Category:Basic Workflows]]
 
[[Category:Project Views]]
 
[[Category:Project Views]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
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[[Category:OnePager Pro]]
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[[Category:MS Project]]
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[[Category:OnePager Express]]
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[[Category:MS Excel]]

Latest revision as of 15:56, 21 July 2017

Overview

7.0.1-OPL2 from 7.0.1-60 7/13/2017

The Getting Started (Portal) 3.0.1-OPL2 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 screenshots of the forms.

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 for MS Project Source 7.1.1-OPL2 Creating a NEW Project View for MS Excel Source 7.2.1-OPL2

Creating Another New Project View with OnePager Live

Creating Another New Project View for MS Project Source 7.3.1-OPL2 Creating Another New Project View for MS Excel Source 7.4.1-OPL2

Opening an EXISTING Project View with OnePager Live

Opening an EXISTING Project View for MS Project Source 7.5.1-OPL2 Opening an EXISTING Project View for MS Excel Source 7.6.1-OPL2

ADDING a Snapshot via Push Update with OnePager Live

ADDING a Snapshot via Push Update for MS Project Source 7.7.1-OPL2 ADDING a Snapshot via Push Update MS Excel Source 7.8.1-OPL2

REPLACING a Snapshot via Push Update with OnePager Live

REPLACING a Snapshot via Push Update for MS Project Source 7.9.1-OPL2 REPLACING a Snapshot via Push Update for MS Excel Source 7.10.1-OPL2

Using the Pull Operation Feature with OnePager Live

Creating a NEW Project View via Pull Operation for MS Project Source 7.13.1-OPL2 Creating a NEW Project View via Pull Operation for MS Excel Source 7.13.2-OPL2
REPLACING a Snapshot via Pull Operation for MS Project Source 7.14.1-OPL2 REPLACING a Snapshot via Pull Operation for MS Excel Source 7.14.2-OPL2
ADDING a Snapshot via Pull Operation for MS Project Source 7.15.1-OPL2 ADDING a Snapshot via Pull Operation for MS Excel Source 7.15.2-OPL2
Custom Update (Replacing) of a Snapshot via Pull Operation for MS Project Source 7.16.1-OPL2 Custom Update (Replacing) of a Snapshot via Pull Operation for MS Excel Source 7.16.2-OPL2
Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-OPL2

Using the OnePager Conditional Import Filters Feature

OnePager Pro and Express were enhanced in version 6.0 to provide a new feature - Conditional Import Filters. With this feature you can specify a set of rules for OnePager to use to control the rows of source plan data imported from Microsoft Project or Micrisoft Excel at the time OnePager is launched.

Conditional Import Filters is easy to use and is an alternative to the process of establishing a Flag field to control source plan row imports. Further the Conditional Import Filters rules can be changed at any time without the need to make a change to your source plan. This means that you have to option to create different project views from the same source plan by merely making alterations to the Conditional Import Filters rules.

You can find detailed information at the article titled Conditional Import Filters (Portal) 7.18.1-OPL2.

Merging the Wrong Tasks

In addition, it is recommended that you review the following articles related to merging new tasks into existing project views for OnePager Live:

Merging the Wrong Tasks into a Project View (MS Project Source 7.11.1-OPL2 Merging the Wrong Tasks into a Project View (MS Excel Source) 7.12.1-OPL2

(7.0.1-OPL2)

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