Difference between revisions of "Basic Workflows for Version 6.1 (Portal)"
From OnePager Documentation
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==Overview== | ==Overview== | ||
| − | The [[Getting Started with Version 6.1 (Portal) | Getting Started (Portal)]] 3.0.1- | + | 1) The [[Getting Started with Version 6.1 (Portal) | Getting Started (Portal)]] <!--3.0.1-61--> 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. | + | 2) The article links below provide you with more details on how to use OnePager. |
| − | + | 3) There are essentially six (6) workflows categories you can use. Of course, OnePager's flexibility allows you to innovate on your own. | |
| − | Clicking on any of the links below | + | 4) In each of these articles we show the flow of steps and illustrate these steps with appropriate screenshots of the forms. |
| + | |||
| + | 5) Clicking on any of the links below accesses 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 with OnePager Pro and Express== | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Creating a NEW Project View - OnePager Pro Add-in for Version 6.1 | Creating a NEW Project View - OnePager Pro Add-in]] 7.1.1-61 | + | | [[Creating a NEW Project View - OnePager Pro Add-in for Version 6.1 | Creating a NEW Project View - OnePager Pro Add-in]] <!--7.1.1-61--> |
| − | | [[Creating a NEW Project View - OnePager Express Add-in for Version 6.1 | Creating a NEW Project View - OnePager Express Add-in]] 7.2.1-61 | + | | [[Creating a NEW Project View - OnePager Express Add-in for Version 6.1 | Creating a NEW Project View - OnePager Express Add-in]] <!--7.2.1-61--> |
|- | |- | ||
| − | | [[Creating a NEW Project View - OnePager Pro Desktop for Version 6.1 | Creating a NEW Project View - OnePager Pro Desktop]] 7.1.2-61 | + | | [[Creating a NEW Project View - OnePager Pro Desktop for Version 6.1 | Creating a NEW Project View - OnePager Pro Desktop]] <!--7.1.2-61--> |
| − | | [[Creating a NEW Project View - OnePager Express Desktop for Version 6.1 | Creating a NEW Project View - OnePager Express Desktop]] 7.2.2-61 | + | | [[Creating a NEW Project View - OnePager Express Desktop for Version 6.1 | Creating a NEW Project View - OnePager Express Desktop]] <!--7.2.2-61--> |
|- | |- | ||
|} | |} | ||
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{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Creating Another New Project View - OnePager Pro Add-in for Version 6.1 | Creating Another New Project View - OnePager Pro Add-in]] 7.3.1-61 | + | | [[Creating Another New Project View - OnePager Pro Add-in for Version 6.1 | Creating Another New Project View - OnePager Pro Add-in]] <!--7.3.1-61--> |
| − | | [[Creating Another New Project View - OnePager Express Add-in for Version 6.1 | Creating Another New Project View - OnePager Express Add-in]] 7.4.1-61 | + | | [[Creating Another New Project View - OnePager Express Add-in for Version 6.1 | Creating Another New Project View - OnePager Express Add-in]] <!--7.4.1-61--> |
|- | |- | ||
| − | | [[Creating Another New Project View - OnePager Pro Desktop for Version 6.1 | Creating Another New Project View - OnePager Pro Desktop]] 7.3.2-61 | + | | [[Creating Another New Project View - OnePager Pro Desktop for Version 6.1 | Creating Another New Project View - OnePager Pro Desktop]] <!--7.3.2-61--> |
| − | | [[Creating Another New Project View - OnePager Express Desktop for Version 6.1 | Creating Another New Project View - OnePager Express Desktop]] 7.4.2-61 | + | | [[Creating Another New Project View - OnePager Express Desktop for Version 6.1 | Creating Another New Project View - OnePager Express Desktop]] <!--7.4.2-61--> |
|- | |- | ||
|} | |} | ||
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{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Opening an EXISTING Project View - OnePager Pro Add-in for Version 6.1 | Opening an EXISTING Project View - OnePager Pro Add-in]] 7.5.1-61 | + | | [[Opening an EXISTING Project View - OnePager Pro Add-in for Version 6.1 | Opening an EXISTING Project View - OnePager Pro Add-in]] <!--7.5.1-61--> |
| − | | [[Opening an EXISTING Project View - OnePager Express Add-in for Version 6. | + | | [[Opening an EXISTING Project View - OnePager Express Add-in for Version 6.1 | Opening an EXISTING Project View - OnePager Express Add-in]] <!--7.6.1-61--> |
|- | |- | ||
| − | | [[Opening an EXISTING Project View - OnePager Pro Desktop for Version 6. | + | | [[Opening an EXISTING Project View - OnePager Pro Desktop for Version 6.1 | Opening an EXISTING Project View - OnePager Pro Desktop]] <!--7.5.2-61--> |
| − | | [[Opening an EXISTING Project View - OnePager Express Desktop for Version 6. | + | | [[Opening an EXISTING Project View - OnePager Express Desktop for Version 6.1 | Opening an EXISTING Project View - OnePager Express Desktop]] <!--7.6.2-61--> |
|- | |- | ||
|} | |} | ||
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{| class="wikitable" | {| class="wikitable" | ||
| − | | [[ADDING a Snapshot via Push Update - OnePager Pro Add-in for Version 6. | + | | [[ADDING a Snapshot via Push Update - OnePager Pro Add-in for Version 6.1 | ADDING a Snapshot via Push Update - OnePager Pro Add-in]] <!--7.7.1-61--> |
| − | | [[ADDING a Snapshot via Push Update - OnePager Express Add-in for Version 6. | + | | [[ADDING a Snapshot via Push Update - OnePager Express Add-in for Version 6.1 | ADDING a Snapshot via Push Update - OnePager Express Add-in]] <!--7.8.1-61--> |
|- | |- | ||
| − | | [[ADDING a Snapshot via Push Update - OnePager Pro Desktop for Version 6. | + | | [[ADDING a Snapshot via Push Update - OnePager Pro Desktop for Version 6.1 | ADDING a Snapshot via Push Update - OnePager Pro Desktop]] <!--7.7.2-61--> |
| − | | [[ADDING a Snapshot Via Push Update - OnePager Express Desktop for Version 6. | + | | [[ADDING a Snapshot Via Push Update - OnePager Express Desktop for Version 6.1 | ADDING a Snapshot Via Push Update - OnePager Express Desktop]] <!--7.8.2-61--> |
|- | |- | ||
|} | |} | ||
| Line 56: | Line 58: | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[REPLACING a Snapshot via Push Update - OnePager Pro Add-in for Version 6. | + | | [[REPLACING a Snapshot via Push Update - OnePager Pro Add-in for Version 6.1 | REPLACING a Snapshot via Push Update - OnePager Pro Add-in]] <!--7.9.1-61--> |
| − | | [[REPLACING a Snapshot via Push Update - OnePager Express Add-in for Version 6. | + | | [[REPLACING a Snapshot via Push Update - OnePager Express Add-in for Version 6.1 | REPLACING a Snapshot via Push Update - OnePager Express Add-in]] <!--7.10.1-61--> |
|- | |- | ||
| − | | [[REPLACING a Snapshot via Push Update - OnePager Pro Desktop for Version 6. | + | | [[REPLACING a Snapshot via Push Update - OnePager Pro Desktop for Version 6.1 | REPLACING a Snapshot via Push Update - OnePager Pro Desktop]] <!--7.9.2-61--> |
| − | | [[REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 6. | + | | [[REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 6.1 | REPLACING a Snapshot via Push Update - OnePager Express Desktop]] <!--7.10.2-61--> |
|- | |- | ||
|} | |} | ||
| Line 67: | Line 69: | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6. | + | | [[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Pro]] <!--7.13.1-61--> |
| − | | [[Creating a NEW Project View via Pull Operation - OnePager Express for Version 6. | + | | [[Creating a NEW Project View via Pull Operation - OnePager Express for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Express]] <!--7.13.2-1-61--> |
|- | |- | ||
| − | | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6. | + | | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-61--> |
| − | | [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6. | + | | [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-61--> |
|- | |- | ||
| − | | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6. | + | | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-61--> |
| − | | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6. | + | | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-61--> |
|- | |- | ||
| − | | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 6. | + | | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-61--> |
| − | | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 6. | + | | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 6.1 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-61--> |
|- | |- | ||
| − | | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6. | + | | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-61--> |
|} | |} | ||
==Using the OnePager Conditional Import Filters Feature== | ==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. | + | 1) 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. | + | 2) '''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. | + | 3) You can find detailed information at the article titled [[Conditional Import for Version 6.1 (Portal) | Conditional Import Filters (Portal)]]. <!--7.18.1-61.--> |
==Merging the Wrong Tasks== | ==Merging the Wrong Tasks== | ||
| Line 95: | Line 97: | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Merging the Wrong Tasks into a Project View for Version 6. | + | | [[Merging the Wrong Tasks into a Project View for Version 6.1 - OnePager Pro | Merging the Wrong Tasks into a Project View - OnePager Pro]] <!--7.11.1-61--> |
| − | | [[Merging the Wrong Tasks into a Project View for Version 6. | + | | [[Merging the Wrong Tasks into a Project View for Version 6.1 - OnePager Express | Merging the Wrong Tasks into a Project View - OnePager Express]] <!--7.12.1-61--> |
|} | |} | ||
Latest revision as of 21:59, 5 January 2019
Contents
- 1 Overview
- 2 Creating a NEW Project View with OnePager Pro and Express
- 3 Creating Another New Project View with OnePager Pro and Express
- 4 Opening an EXISTING Project View with OnePager Pro and Express
- 5 ADDING a Snapshot via Push Update with OnePager Pro and Express
- 6 REPLACING a Snapshot via Push Update with OnePager Pro and Express
- 7 Using the Pull Operation Feature with OnePager Pro and Express
- 8 Using the OnePager Conditional Import Filters Feature
- 9 Merging the Wrong Tasks
Overview
1) The Getting Started (Portal) article covered a few ways of creating and updating project views and snapshots.
2) The article links below provide you with more details on how to use OnePager.
3) There are essentially six (6) workflows categories you can use. Of course, OnePager's flexibility allows you to innovate on your own.
4) In each of these articles we show the flow of steps and illustrate these steps with appropriate screenshots of the forms.
5) Clicking on any of the links below accesses 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 Another New Project View with OnePager Pro and Express
Opening an EXISTING Project View with OnePager Pro and Express
ADDING a Snapshot via Push Update with OnePager Pro and Express
REPLACING a Snapshot via Push Update with OnePager Pro and Express
Using the Pull Operation Feature with OnePager Pro and Express
Using the OnePager Conditional Import Filters Feature
1) 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.
2) 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.
3) 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 |
(7.0.1-61)
