Difference between revisions of "Basic Workflows for Version 7.0 (Portal)"
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1) The [[Getting Started with Version 7.0 (Portal) | Getting Started (Portal)]] 3.0.1-70 article covered a few ways of '''creating''' and '''updating''' charts and snapshots. | 1) The [[Getting Started with Version 7.0 (Portal) | Getting Started (Portal)]] 3.0.1-70 article covered a few ways of '''creating''' and '''updating''' charts and snapshots. | ||
| − | 2) The article links below provide you with access to more detailed articles on how to use OnePager for creating '''NEW''' charts, '''OPENING''' existing charts, '''ADDING and REPLACING''' snapshots, using the '''Pull-Operation Feature''', and using the '''Conditional Import | + | 2) The article links below provide you with access to more detailed articles on how to use OnePager for creating '''NEW''' charts, '''OPENING''' existing charts, '''ADDING and REPLACING''' snapshots, using the '''Pull-Operation Feature''', and using the '''Conditional Import Rules''' feature. |
3) There are essentially six (6) workflows categories you can use. | 3) There are essentially six (6) workflows categories you can use. | ||
| − | 4) The '''Conditional Import | + | 4) The '''Conditional Import Rules''' feature can be used on all these workflow categories. |
4) Of course, OnePager's flexibility allows you to innovate on your own. | 4) Of course, OnePager's flexibility allows you to innovate on your own. | ||
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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. | 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. | ||
| − | 6) At the end of '''this article''' are links to cautionary articles dealing with '''merging''' | + | 6) At the end of '''this article''' are links to cautionary articles dealing with '''merging wrong source plan''' tasks during chart '''updates'''. It is recommended that these articles be reviewed. |
==Creating a NEW Chart with OnePager Pro and Express== | ==Creating a NEW Chart with OnePager Pro and Express== | ||
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| − | ==Using the OnePager Conditional Import | + | ==Using the OnePager Conditional Import Rules Feature== |
| − | 1) The '''Conditional Import | + | 1) The '''Conditional Import Rules''' feature gives you the capability to specify a set of '''rules''' for OnePager to use to control the data '''imported''' from your Microsoft Project or Microsoft Excel '''source plan''' at the time OnePager is launched. |
| − | 2) The '''Conditional Import | + | 2) The '''Conditional Import Rules''' feature is easy to use and is an alternative to the process of establishing a '''Flag''' field to control '''source plan''' task/milestone '''imports'''. |
| − | 3) Further the '''Conditional Import | + | 3) Further, the '''Conditional Import Rules''' can be changed at any time without the need to make a change to your '''source plan'''. |
| − | 4) This means that you have to option to create different charts from the same '''source plan''' by merely making alterations to the '''Conditional Import | + | 4) This means that you have to option to create different charts from the same '''source plan''' by merely making alterations to the '''Conditional Import Rules'''. |
| − | 5) | + | 5) For more information on '''Conditional Import Rules''', please see the articles at: [[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]]. 7.18.1-70 |
==Merging the Wrong Tasks== | ==Merging the Wrong Tasks== | ||
| − | In addition, it is recommended that you review the following articles related to '''merging | + | In addition, it is recommended that you review the following articles related to '''merging the wrong tasks into existing charts''' for OnePager Pro and OnePager Express: |
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| [[Merging the Wrong Tasks into a Chart for Version 7.0 - OnePager Express | Merging the Wrong Tasks into a Chart - OnePager Express]] 7.12.1-70 | | [[Merging the Wrong Tasks into a Chart for Version 7.0 - OnePager Express | Merging the Wrong Tasks into a Chart - OnePager Express]] 7.12.1-70 | ||
|} | |} | ||
| + | |||
| + | ==Related Links== | ||
| + | |||
| + | Related links are listed in the above tables of links. | ||
(7.0.1-70) | (7.0.1-70) | ||
Revision as of 16:44, 4 May 2020
Contents
- 1 Overview
- 2 Creating a NEW Chart with OnePager Pro and Express
- 3 Creating Another New Chart with OnePager Pro and Express
- 4 Opening an EXISTING Chart 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 Rules Feature
- 9 Merging the Wrong Tasks
- 10 Related Links
Overview
1) The Getting Started (Portal) 3.0.1-70 article covered a few ways of creating and updating charts and snapshots.
2) The article links below provide you with access to more detailed articles on how to use OnePager for creating NEW charts, OPENING existing charts, ADDING and REPLACING snapshots, using the Pull-Operation Feature, and using the Conditional Import Rules feature.
3) There are essentially six (6) workflows categories you can use.
4) The Conditional Import Rules feature can be used on all these workflow categories.
4) Of course, OnePager's flexibility allows you to innovate on your own.
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.
6) At the end of this article are links to cautionary articles dealing with merging wrong source plan tasks during chart updates. It is recommended that these articles be reviewed.
Creating a NEW Chart with OnePager Pro and Express
Creating Another New Chart with OnePager Pro and Express
Opening an EXISTING Chart 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 Rules Feature
1) The Conditional Import Rules feature gives you the capability to specify a set of rules for OnePager to use to control the data imported from your Microsoft Project or Microsoft Excel source plan at the time OnePager is launched.
2) The Conditional Import Rules feature is easy to use and is an alternative to the process of establishing a Flag field to control source plan task/milestone imports.
3) Further, the Conditional Import Rules can be changed at any time without the need to make a change to your source plan.
4) This means that you have to option to create different charts from the same source plan by merely making alterations to the Conditional Import Rules.
5) For more information on Conditional Import Rules, please see the articles at: Conditional Import Filters (Portal). 7.18.1-70
Merging the Wrong Tasks
In addition, it is recommended that you review the following articles related to merging the wrong tasks into existing charts for OnePager Pro and OnePager Express:
| Merging the Wrong Tasks into a Chart - OnePager Pro 7.11.1-70 | Merging the Wrong Tasks into a Chart - OnePager Express 7.12.1-70 |
Related Links
Related links are listed in the above tables of links.
(7.0.1-70)
