Basic Workflows for Version 7.0 (Portal)
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 Filters Feature
- 9 Merging the Wrong Tasks
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 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) 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 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 Filters Feature
1) The Conditional Import Filters 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 Filters feature is easy to use and is an alternative to the process of establishing a Flag field to control source plan row imports.
3) Further the Conditional Import Filters 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 Filters rules.
5) You can find detailed information at the article titled 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 new 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 |
(7.0.1-70)
