Difference between revisions of "Conditional Import for Version 7.0 (Portal)"

From OnePager Documentation
Jump to: navigation, search
(Related Links:)
Line 1: Line 1:
 
==Overview==
 
==Overview==
  
1) In OnePager Pro and Express version 6.0, you still have the traditional '''Select-All''' and '''Yes/No''' ways of selecting rows.
+
1) '''Conditional Import Filters''' are a capability that permits you to use '''source plan''' field data to control the '''import''' of task and milestone data from your Microsoft Project or Excel '''source plans'''.
  
2) But now you have a new '''Conditional Import Filters''' engine that can turn more general '''conditional''' rules into "Yes" or "No" decisions that select rows.  
+
2) You still have the capabilities to the '''import''' of '''source plan''' data using the OnePager traditional  '''Select-All''' and '''Yes/No''' options for selecting '''source plan''' row data for '''import'''.
  
3) This approach for controlling the import of Microsoft Project/Excel '''source plan''' rows is quite flexible.
+
3) The new '''Conditional Import Filters''' engine provides a more general '''conditional''' rule based capability over the "Yes" or "No" decisions previously available to control the '''import of '''source plan''' row data.  
  
4) The articles in this '''Conditional Import Filters''' series explain how you can use '''Conditional Import Filters''' to simplify the '''import''' of '''source plan''' data into OnePager and increase your flexibility for selecting task and milestones to appear in project views.   
+
4) The articles in this '''Conditional Import Filters''' series explain how you can use '''Conditional Import Filters''' to simplify the '''import''' of '''source plan''' row data into OnePager and increase your flexibility for selecting task and milestones to appear in your chart.   
  
 
==Links to Conditional Import Filters Detailed Articles==
 
==Links to Conditional Import Filters Detailed Articles==
  
For those who would like to get started right away using '''Conditional Import Filters''', the links immediately below take you to detailed information:
+
The links immediately below take you to detailed information on how to use '''Conditional Import Filters''' to control the '''import''' of '''source plan''' row data presented to your OnePager Pro or Express applications:
  
 
{| class="wikitable"
 
{| class="wikitable"

Revision as of 19:11, 18 August 2019

Overview

1) Conditional Import Filters are a capability that permits you to use source plan field data to control the import of task and milestone data from your Microsoft Project or Excel source plans.

2) You still have the capabilities to the import of source plan data using the OnePager traditional Select-All and Yes/No options for selecting source plan row data for import.

3) The new Conditional Import Filters engine provides a more general conditional rule based capability over the "Yes" or "No" decisions previously available to control the import of source plan row data.

4) The articles in this Conditional Import Filters series explain how you can use Conditional Import Filters to simplify the import of source plan row data into OnePager and increase your flexibility for selecting task and milestones to appear in your chart.

Links to Conditional Import Filters Detailed Articles

The links immediately below take you to detailed information on how to use Conditional Import Filters to control the import of source plan row data presented to your OnePager Pro or Express applications:

Conditional Import Filters for OnePager Pro Add-in 7.18.1.1-70 Conditional Import Filters for OnePager Express Add-in 7.18.2.1-70
Conditional Import Filters for OnePager Pro Desktop 7.18.1.2-70 Conditional Import Filters for OnePager Express Desktop 7.18.2.2-70

Related Links:

Basic Workflows (Portal) 7.0.1-70

Conditional Formatting (Portal) 11.0.1-70

Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-70

OnePager Express Import of Data from Microsoft Excel 4.0.1.4-70

Understanding Charts and Snapshots for OnePager Pro 4.0.1.1-70

Understanding Charts and Snapshots for OnePager Express 4.0.1.2-70

(7.18.1-70)‏‎