Basic Workflows for OnePager Live Beta 2 (Portal)
Contents
- 1 Overview
- 2 Creating a NEW Project View with OnePager Live
- 3 Creating Another New Project View with OnePager Live
- 4 Opening an EXISTING Project View with OnePager Live
- 5 ADDING a Snapshot via Push Update with OnePager Live
- 6 REPLACING a Snapshot via Push Update with OnePager Live
- 7 Using the Pull Operation Feature with OnePager Live
- 8 Using the OnePager Conditional Import Filters Feature
- 9 Merging the Wrong Tasks
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
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).
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)
