Difference between revisions of "Basic Workflows for Version 6.0 (Portal)"

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==Using the OnePager Conditional Import Feature==
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==Using the OnePager Conditional Import Filters Feature==
  
OnePager Pro and Express were enhanced in version 6.0 to provide a new feature - '''Conditional Import'''.  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.
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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''' 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 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''' rules.
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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.
  
You can find detailed information at the article titled [[Conditional Import for Version 6.0 (Portal) | Conditional Import (Portal)]].
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You can find detailed information at the article titled [[Conditional Import for Version 6.0 (Portal) | Conditional Import Filters (Portal)]].
  
 
==Merging the Wrong Tasks==
 
==Merging the Wrong Tasks==

Latest revision as of 17:01, 5 May 2017

Overview

The Getting Started (Portal) 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 Pro and Express

Creating a NEW Project View - OnePager Pro Add-in Creating a NEW Project View - OnePager Express Add-in
Creating a NEW Project View - OnePager Pro Desktop Creating a NEW Project View - OnePager Express Desktop

Creating Another New Project View with OnePager Pro and Express

Creating Another New Project View - OnePager Pro Add-in Creating Another New Project View - OnePager Express Add-in
Creating Another New Project View - OnePager Pro Desktop Creating Another New Project View - OnePager Express Desktop

Opening an EXISTING Project View with OnePager Pro and Express

Opening an EXISTING Project View - OnePager Pro Add-in Opening an EXISTING Project View - OnePager Express Add-in
Opening an EXISTING Project View - OnePager Pro Desktop Opening an EXISTING Project View - OnePager Express Desktop

ADDING a Snapshot via Push Update with OnePager Pro and Express

ADDING a Snapshot via Push Update - OnePager Pro Add-in ADDING a Snapshot via Push Update - OnePager Express Add-in
ADDING a Snapshot via Push Update - OnePager Pro Desktop ADDING a Snapshot Via Push Update - OnePager Express Desktop

REPLACING a Snapshot via Push Update with OnePager Pro and Express

REPLACING a Snapshot via Push Update - OnePager Pro Add-in REPLACING a Snapshot via Push Update - OnePager Express Add-in
REPLACING a Snapshot via Push Update - OnePager Pro Desktop REPLACING a Snapshot via Push Update - OnePager Express Desktop

Using the Pull Operation Feature with OnePager Pro and Express

Creating a NEW Project View via Pull Operation - OnePager Pro Creating a NEW Project View via Pull Operation - OnePager Express
REPLACING a Snapshot via Pull Operation - OnePager Pro REPLACING a Snapshot via Pull Operation - OnePager Express
ADDING a Snapshot via Pull Operation - OnePager Pro ADDING a Snapshot via Pull Operation - OnePager Express
Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express
Using the OnePager "Data" Tab's "Selected file(s)" Button

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 Pro and OnePager Express:

Merging the Wrong Tasks into a Project View - OnePager Pro Merging the Wrong Tasks into a Project View - OnePager Express

(7.0.1-60)