Basic Workflows for Version 7.0 (Portal)

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Revision as of 15:57, 19 February 2019 by Rfeingold (Talk | contribs) (Using the Pull Operation Feature with OnePager Pro and Express)

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Overview

1) The Getting Started (Portal) 3.0.1-70 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 Chart with OnePager Pro and Express

Creating a NEW Chart - OnePager Pro Add-in 7.1.1-70 Creating a NEW Chart - OnePager Express Add-in 7.2.1-70
Creating a NEW Chart - OnePager Pro Desktop 7.1.2-70 Creating a NEW Chart - OnePager Express Desktop 7.2.2-70

Creating Another New Chart with OnePager Pro and Express

Creating Another New Chart - OnePager Pro Add-in 7.3.1-70 Creating Another New Chart - OnePager Express Add-in 7.4.1-70
Creating Another New Chart - OnePager Pro Desktop 7.3.2-70 Creating Another New Chart - OnePager Express Desktop 7.4.2-70

Opening an EXISTING Chart with OnePager Pro and Express

Opening an EXISTING Chart - OnePager Pro Add-in 7.5.1-70 Opening an EXISTING Chart - OnePager Express Add-in 7.6.1-70
Opening an EXISTING Chart - OnePager Pro Desktop 7.5.2-70 Opening an EXISTING Chart - OnePager Express Desktop 7.6.2-70

ADDING a Snapshot via Push Update with OnePager Pro and Express

ADDING a Snapshot via Push Update - OnePager Pro Add-in 7.7.1-70 ADDING a Snapshot via Push Update - OnePager Express Add-in 7.8.1-70
ADDING a Snapshot via Push Update - OnePager Pro Desktop 7.7.2-70 ADDING a Snapshot Via Push Update - OnePager Express Desktop 7.8.2-70

REPLACING a Snapshot via Push Update with OnePager Pro and Express

REPLACING a Snapshot via Push Update - OnePager Pro Add-in 7.9.1-70 REPLACING a Snapshot via Push Update - OnePager Express Add-in 7.10.1-70
REPLACING a Snapshot via Push Update - OnePager Pro Desktop 7.9.2-70 REPLACING a Snapshot via Push Update - OnePager Express Desktop 7.10.2-70

Using the Pull Operation Feature with OnePager Pro and Express

Creating a NEW Chart via Pull Operation - OnePager Pro 7.13.1-70 Creating a NEW Chart via Pull Operation - OnePager Express 7.13.2-70
REPLACING a Snapshot via Pull Operation - OnePager Pro 7.14.1-70 REPLACING a Snapshot via Pull Operation - OnePager Express 7.14.2-70
ADDING a Snapshot via Pull Operation - OnePager Pro 7.15.1-70 ADDING a Snapshot via Pull Operation - OnePager Express 7.15.2-70
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 7.16.2-70
Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-70

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). 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 project views for OnePager Pro and OnePager Express:

Merging the Wrong Tasks into a Project View - OnePager Pro 7.11.1-70 Merging the Wrong Tasks into a Project View - OnePager Express 7.12.1-70
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)