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

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(4.1.1. Switching from Flag Fields to new Conditional Import Rules)
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===4.1. Using Conditional Import Rules from the OnePager Start Form’s OPEN Button===
 
===4.1. Using Conditional Import Rules from the OnePager Start Form’s OPEN Button===
 
====4.1.1. Switching from Flag Fields to new Conditional Import Rules====
 
====4.1.1. Switching from Flag Fields to new Conditional Import Rules====
====4.1.2. Adding, Editing, Copying and Deleting Rules==== <!__See 2.1 Above-->
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====4.1.2. Adding, Editing, Copying and Deleting Rules==== <!--See 2.1 Above-->
  
 
====4.1.3. Switching from Conditional Import Rules back to Flag Fields====
 
====4.1.3. Switching from Conditional Import Rules back to Flag Fields====

Revision as of 20:44, 22 September 2016

Contents

7.18.1-Conditional Import

1. Overview

2. Organization of Articles

3. Links to Articles below based on Organization above

4. Related Links

(7.18.1-60)

7.18.1.1-Conditional Import for OnePager Pro Add-in

1. Overview

2. Using Conditional Import Rules when Creating NEW Project Views

2.1 Adding a Rule

2.1.1. Text Columns

2.1.2. Numeric Columns

2.1.3. Boolean Columns

2.1.4. Flag Fields in MS Project

2.2. Editing an Existing Rule

2.3. Copying a Rule

2.4. Deleting a Rule

3. Using Conditional Import Rules when UPDATING a Project View

3.1. Using Conditional Import Rules from the OnePager Start Form’s UPDATE Button

3.1.1. Switching from Flag Fields to new Conditional Import Rules

3.1.2. Adding, Editing, Copying and Deleting Rules

3.1.3. Switching from Conditional Import Rules back to Flag Fields

3.1.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots

3.2. Using Conditional Import Rules with the Custom Update Button on the Data Tab

3.2.1. Switching from Flag Fields to new Conditional Import Rules

3.2.2. Adding, Editing, Copying and Deleting Rules

3.2.3. Switching from Conditional Import Rules back to Flag Fields

3.2.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots

4. Using Conditional Import Rules when OPENING a Project View

4.1. Using Conditional Import Rules from the OnePager Start Form’s OPEN Button

4.1.1. Switching from Flag Fields to new Conditional Import Rules

4.1.2. Adding, Editing, Copying and Deleting Rules

4.1.3. Switching from Conditional Import Rules back to Flag Fields

4.1.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots

4.2. Using Conditional Import Rules with the Custom Update Button on the Data Tab

4.2.1. Switching from Flag Fields to new Conditional Import Rules

====4.2.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.

4.2.3. Switching from Conditional Import Rules back to Flag Fields

4.2.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots

5. Using Conditional Import with Microsoft Project Integrated Master Schedules

6. Using Conditional Import with Multiple Separate Microsoft Project Source File Packages

7. Using Conditional Import with Server Resident Microsoft Project Plan Source Files

8. Related Links

(7.18.1.1-60)

7.18.1.2-Conditional Import for OnePager Pro Desktop

==1. Overview== – Using Conditional Import versus Flag Fields, Adding or changing CI Rules at various points in the project view creation, update, and open workflows. ==2. Using Conditional Import Rules when Creating NEW Project Views== – Discussion of controls –Cover all fields in the CI Rules form.

2.1 Adding a Rule

2.1.1. Text Columns

2.1.2. Numeric Columns

2.1.3. Boolean Columns

2.1.4. Flag Fields in MS Project

2.2. Editing an Existing Rule. Currently doesn’t seem to work consistently

2.3. Copying a Rule

2.4. Deleting a Rule

3. Using Conditional Import Rules when UPDATING a Project View

3.1. Using Conditional Import Rules from the OnePager Start Form’s UPDATE Button

3.1.1. Switching from Flag Fields to new Conditional Import Rules

====3.1.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.

3.1.3. Switching from Conditional Import Rules back to Flag Fields

3.1.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots

3.2. Using Conditional Import Rules with the Custom Update Button on the Data Tab

3.2.1. Switching from Flag Fields to new Conditional Import Rules

====3.2.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.

3.2.3. Switching from Conditional Import Rules back to Flag Fields

3.2.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots

4. Using Conditional Import Rules when OPENING a Project View

4.1. Using Conditional Import Rules from the OnePager Start Form’s OPEN Button

4.1.1. Switching from Flag Fields to new Conditional Import Rules

====4.1.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.

4.1.3. Switching from Conditional Import Rules back to Flag Fields

4.1.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots

4.2. Using Conditional Import Rules with the Custom Update Button on the Data Tab

4.2.1. Switching from Flag Fields to new Conditional Import Rules

====4.2.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.

4.2.3. Switching from Conditional Import Rules back to Flag Fields

4.2.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots

5. Using Conditional Import with Microsoft Project Integrated Master Schedules

6. Using Conditional Import with Multiple Separate Microsoft Project Source File Packages

7. Using Conditional Import with Server Resident Microsoft Project Plan Source Files

8. Related Links

(7.18.1.2-60)

7.18.2.1-Conditional Import for OnePager Express Add-in

==1. Overview== – Using Conditional Import versus Flag Fields, Adding or changing CI Rules at various points in the project view creation, update, and open workflows. ==2. Using Conditional Import Rules when Creating NEW Project Views== – Discussion of controls –Cover all fields in the CI Rules form.

2.1 Adding a Rule

2.1.1. Text Columns

2.1.2. Numeric Columns

2.1.3. Boolean Columns

2.1.4. Flag Fields in MS Project

===2.2. Editing an Existing Rule=== Currently doesn’t seem to work consistently.

2.3. Copying a Rule

2.4. Deleting a Rule

3. Using Conditional Import Rules when UPDATING a Project View

3.1. Using Conditional Import Rules from the OnePager Start Form’s UPDATE Button

3.1.1. Switching from Flag Fields to new Conditional Import Rules

====3.1.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.

3.1.3. Switching from Conditional Import Rules back to Flag Fields

3.1.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots

3.2. Using Conditional Import Rules with the Custom Update Button on the Data Tab

3.2.1. Switching from Flag Fields to new Conditional Import Rules

====3.2.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above. ====3.2.3. Switching from Conditional Import Rules back to Flag Fieldsv

3.2.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots

4. Using Conditional Import Rules when OPENING a Project View

4.1. Using Conditional Import Rules from the OnePager Start Form’s OPEN Button

4.1.1. Switching from Flag Fields to new Conditional Import Rules

====4.1.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.

4.1.3. Switching from Conditional Import Rules back to Flag Fields

4.1.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots

4.2. Using Conditional Import Rules with the Custom Update Button on the Data Tab

4.2.1. Switching from Flag Fields to new Conditional Import Rules

====4.2.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.

4.2.3. Switching from Conditional Import Rules back to Flag Fields

4.2.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots

5. Using Conditional Import with Microsoft Excel Plan Source Files with Multiple Projects

6. Using Conditional Import with Multiple Separate Microsoft Excel Source File Packages

7. Related Links

(7.18.2.1-60)

7.18.2.2-Conditional Import for OnePager Express Desktop

==1. Overview== – Using Conditional Import versus Flag Fields, Adding or changing CI Rules at various points in the project view creation, update, and open workflows. ==2. Using Conditional Import Rules when Creating NEW Project Views== – Discussion of controls –Cover all fields in the CI Rules form.

2.1 Adding a Rule

2.1.1. Text Columns

2.1.2. Numeric Columns

2.1.3. Boolean Columns

====2.1.4. Flag Fields in MS Projectv ===2.2. Editing an Existing Rule=== Currently doesn’t seem to work consistently.

2.3. Copying a Rule

2.4. Deleting a Rule

3. Using Conditional Import Rules when UPDATING a Project View

3.1. Using Conditional Import Rules from the OnePager Start Form’s UPDATE Button

3.1.1. Switching from Flag Fields to new Conditional Import Rules

====3.1.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above. ====3.1.3. Switching from Conditional Import Rules back to Flag Fieldsv

3.1.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots

3.2. Using Conditional Import Rules with the Custom Update Button on the Data Tab

3.2.1. Switching from Flag Fields to new Conditional Import Rules

====3.2.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.

3.2.3. Switching from Conditional Import Rules back to Flag Fields

3.2.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots

4. Using Conditional Import Rules when OPENING a Project View

4.1. Using Conditional Import Rules from the OnePager Start Form’s OPEN Button

4.1.1. Switching from Flag Fields to new Conditional Import Rules

====4.1.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.

4.1.3. Switching from Conditional Import Rules back to Flag Fields

4.1.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots

4.2. Using Conditional Import Rules with the Custom Update Button on the Data Tab

====4.2.1. Switching from Flag Fields to new Conditional Import Rulesv ====4.2.2. Adding, Editing, Copying and Deleting Rules==== – See 2.1 Above.

4.2.3. Switching from Conditional Import Rules back to Flag Fields

4.2.4. Conditional Import Rules Regarding New Snapshots and Replacement Snapshots

5. Using Conditional Import with Microsoft Excel Plan Source Files with Multiple Projects

6. Using Conditional Import with Multiple Separate Microsoft Excel Source File Packages

7. Related Links

(7.18.2.2-60)