Difference between revisions of "Conditional Import for Version 6.0 (Portal)"

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(Upfront Links to Conditional Import Detailed Articles)
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| [[Conditional Import for OnePager Pro Add-in for Version 6.0 | Conditional Import for OnePager Pro Add-in]] 7.18.1.1-60
 
| [[Conditional Import for OnePager Pro Add-in for Version 6.0 | Conditional Import for OnePager Pro Add-in]] 7.18.1.1-60
| [[Conditional Import for OnePager Pro Desktop for Version 6.0 | Conditional Import for OnePager Pro Desktop]] 7.18.1.2-60
 
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| [[Conditional Import for OnePager Express Add-in for Version 6.0 | Conditional Import for OnePager Express Add-in]] 7.18.2.1-60
 
| [[Conditional Import for OnePager Express Add-in for Version 6.0 | Conditional Import for OnePager Express Add-in]] 7.18.2.1-60
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| [[Conditional Import for OnePager Pro Desktop for Version 6.0 | Conditional Import for OnePager Pro Desktop]] 7.18.1.2-60
 
| [[Conditional Import for OnePager Express Desktop for Version 6.0 | Conditional Import for OnePager Express Desktop]] 7.18.2.2-60
 
| [[Conditional Import for OnePager Express Desktop for Version 6.0 | Conditional Import for OnePager Express Desktop]] 7.18.2.2-60
 
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Revision as of 14:23, 5 April 2017

Overview

Versions of OnePager Pro and Express prior to 6.0 required you to insert a field (i.e., flag field) into your source plan that tells OnePager which rows to import. These flag fields for Microsoft Project or Excel source plans were typically fields named Flag1 through Flag20 for Microsoft Project and some Boolean field for Microsoft Excel. OnePager Pro (OPP) used these flag fields to control the import of rows. In both OnePager Pro and Express (OPX) you can use Numeric fields or Boolean fields as long as the contents were 1’s to indicate Yes (bring in this row) or 0’s to indicate No (do not import this row).

The approach described above for controlling the import of Microsoft Project/Excel source plan rows is quite flexible. However, it required a modification to the source plan before import to OnePager.

The articles in this Conditional Import series will explain how you can use Conditional Import to simplify the import of source plan data into OnePager and increase your flexibility when preparing project views to support project schedule conversations and presentations.

Upfront Links to Conditional Import Detailed Articles

If you first would like to see some examples of how Conditional Import can be used, please read the material at this link: Conditional Import for OnePager 0.4.1.1-60.

For those of you who would like to get started right away in mastering Conditional Import, the links immediately below will take you to detailed information:

Conditional Import for OnePager Pro Add-in 7.18.1.1-60 Conditional Import for OnePager Express Add-in 7.18.2.1-60
Conditional Import for OnePager Pro Desktop 7.18.1.2-60 Conditional Import for OnePager Express Desktop 7.18.2.2-60

Related Links:

Basic Workflows (Portal)

Conditional Formatting (Portal) 11.0.1-60

Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-60

OnePager Express Import of Data from Microsoft Excel 4.4-60

Message to Assist with Setting Import Flags When No Data Are Imported

Understanding Project Views and Snapshots for OnePager Pro 4.1-60

Understanding Project Views and Snapshots for OnePager Express 4.2-60

(7.18.1-60)‏‎