Difference between revisions of "Basic Workflows for Version 7.0 (Portal)"

From OnePager Documentation
Jump to: navigation, search
(→‎Creating Another New Project View with OnePager Pro and Express)
(→‎Using the OnePager Conditional Import Rules Feature)
 
(31 intermediate revisions by 2 users not shown)
Line 1: Line 1:
 
==Overview==
 
==Overview==
  
−
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 project views and snapshots.  
+
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. The article links below provide you with access to more detailed articles on how to use OnePager for:
  
−
2) The article links below provide you with more details on how to use OnePager. 
+
:* Creating '''NEW''' charts
 +
:* '''OPENING''' existing charts
 +
:* '''ADDING''' snapshots
 +
:* '''REPLACING''' snapshots
 +
:* Using the '''Pull-Operation Feature'''
 +
:* Using the '''Conditional Import Rules''' feature
  
−
3) There are essentially six (6) workflows categories you can use. Of course, OnePager's flexibility allows you to innovate on your own.  
+
There are essentially six (6) workflows categories you can use. The '''Conditional Import Rules''' feature can be used on all these workflow categories. Of course, OnePager's flexibility allows you to innovate on your own. 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. 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.
  
−
4) In each of these articles we show the flow of steps and illustrate these steps with appropriate screenshots of the forms.
+
==Creating a NEW Chart with OnePager Pro and Express==
−
 
+
−
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==
+
  
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Creating a NEW Project View - OnePager Pro Add-in for Version 7.0 | Creating a NEW Project View - OnePager Pro Add-in]] 7.1.1-70
+
| [[Creating a NEW Chart - OnePager Pro Add-in for Version 7.0 | Creating a NEW Chart - OnePager Pro Add-in]] <!-- 7.1.1-70-->
−
| [[Creating a NEW Project View - OnePager Express Add-in for Version 7.0  | Creating a NEW Project View - OnePager Express Add-in]]  7.2.1-70
+
| [[Creating a NEW Chart - OnePager Express Add-in for Version 7.0  | Creating a NEW Chart - OnePager Express Add-in]] <!-- 7.2.1-70-->
−
|-
+
−
| [[Creating a NEW Project View - OnePager Pro Desktop for Version 7.0 | Creating a NEW Project View - OnePager Pro Desktop]]  7.1.2-70
+
−
| [[Creating a NEW Project View - OnePager Express Desktop for Version 7.0 | Creating a NEW Project View - OnePager Express Desktop]]  7.2.2-70
+
−
|-
+
−
| [[Creating a NEW Chart - OnePager Pro Add-in for Version 7.0 | Creating a NEW Chart - OnePager Pro Add-in]]  7.1.1-70
+
−
| [[Creating a NEW Chart - OnePager Express Add-in for Version 7.0  | Creating a NEW Chart - OnePager Express Add-in]] 7.2.1-70
+
 
|-
 
|-
−
| [[Creating a NEW Chart - OnePager Pro Desktop for Version 7.0 | Creating a NEW Project View - OnePager Pro Desktop]] 7.1.2-70
+
| [[Creating a NEW Chart - OnePager Pro Desktop for Version 7.0 | Creating a NEW Chart - OnePager Pro Desktop]] <!-- 7.1.2-70-->
−
| [[Creating a NEW Project View - OnePager Express Desktop for Version 7.0 | Creating a NEW Chart - OnePager Express Desktop]] 7.2.2-70
+
| [[Creating a NEW Chart - OnePager Express Desktop for Version 7.0 | Creating a NEW Chart - OnePager Express Desktop]] <!-- 7.2.2-70-->
 
|-
 
|-
 
|}
 
|}
  
−
==Creating Another New Project View with OnePager Pro and Express==
+
==Creating Another New Chart with OnePager Pro and Express==
  
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Creating Another New Project View - OnePager Pro Add-in for Version 7.0 | Creating Another New Project View - OnePager Pro Add-in]] 7.3.1-70
+
| [[Creating Another New Chart - OnePager Pro Add-in for Version 7.0 | Creating Another New Chart - OnePager Pro Add-in]] <!--7.3.1-70-->
−
| [[Creating Another New Project View - OnePager Express Add-in for Version 7.0 | Creating Another New Project View - OnePager Express Add-in]] 7.4.1-70
+
| [[Creating Another New Chart - OnePager Express Add-in for Version 7.0 | Creating Another New Chart - OnePager Express Add-in]] <!--7.4.1-70-->
 
|-
 
|-
−
| [[Creating Another New Project View - OnePager Pro Desktop for Version 7.0 | Creating Another New Project View - OnePager Pro Desktop]] 7.3.2-70
+
| [[Creating Another New Chart - OnePager Pro Desktop for Version 7.0 | Creating Another New Chart - OnePager Pro Desktop]] <!--7.3.2-70-->
−
| [[Creating Another New Project View - OnePager Express Desktop for Version 7.0 | Creating Another New Project View - OnePager Express Desktop]] 7.4.2-70
+
| [[Creating Another New Chart - OnePager Express Desktop for Version 7.0 | Creating Another New Chart - OnePager Express Desktop]] <!--7.4.2-70-->
−
|-
+
−
| [[Creating Another New Chart - OnePager Pro Add-in for Version 7.0 | Creating Another New Chart - OnePager Pro Add-in]] 7.3.1-70
+
−
| [[Creating Another New Chart - OnePager Express Add-in for Version 7.0 | Creating Another New Chart - OnePager Express Add-in]] 7.4.1-70
+
−
|-
+
−
| [[Creating Another New Chart - OnePager Pro Desktop for Version 7.0 | Creating Another New Chart - OnePager Pro Desktop]] 7.3.2-70
+
−
| [[Creating Another New Chart - OnePager Express Desktop for Version 7.0 | Creating Another New Chart - OnePager Express Desktop]] 7.4.2-70
+
 
|-
 
|-
 
|}
 
|}
  
−
==Opening an EXISTING Project View with OnePager Pro and Express==
+
==Opening an EXISTING Chart with OnePager Pro and Express==
  
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Opening an EXISTING Project View - OnePager Pro Add-in for Version 7.0 | Opening an EXISTING Project View - OnePager Pro Add-in]]   7.5.1-70
+
| [[Opening an EXISTING Chart - OnePager Pro Add-in for Version 7.0 | Opening an EXISTING Chart - OnePager Pro Add-in]] <!--  7.5.1-70-->
−
| [[Opening an EXISTING Project View - OnePager Express Add-in for Version 7.0 | Opening an EXISTING Project View - OnePager Express Add-in]] 7.6.1-70
+
| [[Opening an EXISTING Chart - OnePager Express Add-in for Version 7.0 | Opening an EXISTING Chart - OnePager Express Add-in]] <!-- 7.6.1-70-->
 
|-
 
|-
−
| [[Opening an EXISTING Project View - OnePager Pro Desktop for Version 7.0 | Opening an EXISTING Project View - OnePager Pro Desktop]] 7.5.2-70
+
| [[Opening an EXISTING Chart - OnePager Pro Desktop for Version 7.0 | Opening an EXISTING Chart - OnePager Pro Desktop]] <!-- 7.5.2-70-->
−
| [[Opening an EXISTING Project View - OnePager Express Desktop for Version 7.0 | Opening an EXISTING Project View - OnePager Express Desktop]] 7.6.2-70
+
| [[Opening an EXISTING Chart - OnePager Express Desktop for Version 7.0 | Opening an EXISTING Chart - OnePager Express Desktop]] <!--7.6.2-70-->
 
|-
 
|-
 
|}
 
|}
Line 59: Line 48:
  
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[ADDING a Snapshot via Push Update - OnePager Pro Add-in for Version 7.0 | ADDING a Snapshot via Push Update - OnePager Pro Add-in]] 7.7.1-70
+
| [[ADDING a Snapshot via Push Update - OnePager Pro Add-in for Version 7.0 | ADDING a Snapshot via Push Update - OnePager Pro Add-in]] <!--7.7.1-70-->
−
| [[ADDING a Snapshot via Push Update - OnePager Express Add-in for Version 7.0 | ADDING a Snapshot via Push Update - OnePager Express Add-in]] 7.8.1-70
+
| [[ADDING a Snapshot via Push Update - OnePager Express Add-in for Version 7.0 | ADDING a Snapshot via Push Update - OnePager Express Add-in]] <!--7.8.1-70-->
 
|-
 
|-
−
| [[ADDING a Snapshot via Push Update - OnePager Pro Desktop for Version 7.0 | ADDING a Snapshot via Push Update - OnePager Pro Desktop]] 7.7.2-70
+
| [[ADDING a Snapshot via Push Update - OnePager Pro Desktop for Version 7.0 | ADDING a Snapshot via Push Update - OnePager Pro Desktop]] <!--7.7.2-70-->
−
| [[ADDING a Snapshot Via Push Update - OnePager Express Desktop for Version 7.0 | ADDING a Snapshot Via Push Update - OnePager Express Desktop]] 7.8.2-70
+
| [[ADDING a Snapshot Via Push Update - OnePager Express Desktop for Version 7.0 | ADDING a Snapshot Via Push Update - OnePager Express Desktop]] <!--7.8.2-70-->
 
|-
 
|-
 
|}
 
|}
Line 70: Line 59:
  
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[REPLACING a Snapshot via Push Update - OnePager Pro Add-in for Version 7.0 | REPLACING a Snapshot via Push Update - OnePager Pro Add-in]] 7.9.1-70
+
| [[REPLACING a Snapshot via Push Update - OnePager Pro Add-in for Version 7.0 | REPLACING a Snapshot via Push Update - OnePager Pro Add-in]] <!--7.9.1-70-->
−
| [[REPLACING a Snapshot via Push Update - OnePager Express Add-in for Version 7.0 | REPLACING a Snapshot via Push Update - OnePager Express Add-in]] 7.10.1-70
+
| [[REPLACING a Snapshot via Push Update - OnePager Express Add-in for Version 7.0 | REPLACING a Snapshot via Push Update - OnePager Express Add-in]] <!--7.10.1-70-->
 
|-
 
|-
−
| [[REPLACING a Snapshot via Push Update - OnePager Pro Desktop for Version 7.0 | REPLACING a Snapshot via Push Update - OnePager Pro Desktop]] 7.9.2-70
+
| [[REPLACING a Snapshot via Push Update - OnePager Pro Desktop for Version 7.0 | REPLACING a Snapshot via Push Update - OnePager Pro Desktop]] <!--7.9.2-70-->
−
| [[REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 7.0 | REPLACING a Snapshot via Push Update - OnePager Express Desktop]] 7.10.2-70
+
| [[REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 7.0 | REPLACING a Snapshot via Push Update - OnePager Express Desktop]] <!--7.10.2-70-->
 
|-
 
|-
 
|}
 
|}
Line 81: Line 70:
  
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Project View via Pull Operation - OnePager Pro]] 7.13.1-70
+
| [[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] <!--7.13.1-70-->
−
| [[Creating a NEW Project View via Pull Operation - OnePager Express  for Version 7.0 | Creating a NEW Project View via Pull Operation - OnePager Express]] 7.13.2-70
+
| [[Creating a NEW Chart via Pull Operation - OnePager Express  for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] <!--7.13.2-70-->
 
|-
 
|-
−
| [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] 7.14.1-70
+
| [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70-->
−
| [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] 7.14.2-70
+
| [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70-->
 
|-
 
|-
−
| [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] 7.15.1-70
+
| [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70-->
−
| [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] 7.15.2-70
+
| [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70-->
 
|-
 
|-
−
| [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] 7.16.1-70
+
| [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-70-->
−
| [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] 7.16.2-70
+
| [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-70-->
 
|-
 
|-
−
| [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-70
+
| [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-70-->
 
|}
 
|}
  
−
==Using the OnePager Conditional Import Filters Feature==
+
==Using the OnePager Conditional Import Rules 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.
+
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. 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'''.  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 charts from the same '''source plan''' by merely making alterations to the '''Conditional Import 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.
+
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-->
−
 
+
−
3) You can find detailed information at the article titled [[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 new tasks into existing project views for OnePager Pro and OnePager Express:
+
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:
  
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Merging the Wrong Tasks into a Project View for Version 7.0 - OnePager Pro | Merging the Wrong Tasks into a Project View - OnePager Pro]] 7.11.1-70
+
| [[Merging the Wrong Tasks into a Chart for Version 7.0 - OnePager Pro | Merging the Wrong Tasks into a Chart - OnePager Pro]] <!--7.11.1-70-->
−
| [[Merging the Wrong Tasks into a Project View for Version 7.0 - OnePager Express | Merging the Wrong Tasks into a Project View - 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)
Line 119: Line 110:
 
[[Category:Desktop]]
 
[[Category:Desktop]]
 
[[Category:Basic Workflows]]
 
[[Category:Basic Workflows]]
−
[[Category:Project Views]]
+
[[Category:Charts]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
−
[[Category:Task/Milestone Editing]]
 
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]

Latest revision as of 22:46, 11 January 2021

Overview

The Getting Started (Portal) article covered a few ways of creating and updating charts and snapshots. 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 snapshots
  • REPLACING snapshots
  • Using the Pull-Operation Feature
  • Using the Conditional Import Rules feature

There are essentially six (6) workflows categories you can use. The Conditional Import Rules feature can be used on all these workflow categories. Of course, OnePager's flexibility allows you to innovate on your own. 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. 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 - OnePager Pro Add-in Creating a NEW Chart - OnePager Express Add-in
Creating a NEW Chart - OnePager Pro Desktop Creating a NEW Chart - OnePager Express Desktop

Creating Another New Chart with OnePager Pro and Express

Creating Another New Chart - OnePager Pro Add-in Creating Another New Chart - OnePager Express Add-in
Creating Another New Chart - OnePager Pro Desktop Creating Another New Chart - OnePager Express Desktop

Opening an EXISTING Chart with OnePager Pro and Express

Opening an EXISTING Chart - OnePager Pro Add-in Opening an EXISTING Chart - OnePager Express Add-in
Opening an EXISTING Chart - OnePager Pro Desktop Opening an EXISTING Chart - 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 Chart via Pull Operation - OnePager Pro Creating a NEW Chart 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 Rules Feature

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. 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. 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 charts from the same source plan by merely making alterations to the Conditional Import Rules.

For more information on Conditional Import Rules, please see the articles at: Conditional Import Filters (Portal)

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 Merging the Wrong Tasks into a Chart - OnePager Express

Related Links

Related links are listed in the above tables of links.

(7.0.1-70)

Retrieved from "https://wiki.onepager.com/wiki/index.php?title=Basic_Workflows_for_Version_7.0_(Portal)&oldid=34544"