Difference between revisions of "Conditional Import for Version 7.1 (Portal)"
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==Overview== | ==Overview== | ||
| − | '''Conditional Import Filters''' provide you with a capability | + | '''Conditional Import Filters''' provide you with a capability to use '''source plan''' field data to control the '''import''' of task and milestone data from your Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet '''source plans'''. 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''' task and milestone data for '''import'''. The '''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. For example, suppose you want to '''import''' tasks and milestones into OnePager that have '''start dates before a certain date'''. |
| + | |||
| + | With the '''Conditional Import Filters''' you can create a rule that tells OnePager specifically which tasks and milestones to '''import'''. When the '''Conditional Import Filters''' rule is '''enabled''', OnePager only '''imports''' those tasks and milestones that meet the conditions set forth in the rule. The articles in this '''Conditional Import Filters''' series explain how you can use '''Conditional Import Filters''' to simplify the '''import''' of '''source plan''' task and milestone data into OnePager and increase your '''flexibility''' for selecting tasks and milestones to appear in your chart. | ||
==Link to Conditional Import Filters Detailed Article== | ==Link to Conditional Import Filters Detailed Article== | ||
| − | The link shown immediately below access detailed information on how to use '''Conditional Import Filters''' to control the '''import''' of '''source plan''' row data presented to your OnePager Pro, OnePager Express, and OnePager | + | The link shown immediately below access detailed information on how to use '''Conditional Import Filters''' to control the '''import''' of '''source plan''' row data presented to your OnePager Pro, OnePager Express, and OnePager Bundle applications. The operation of the '''Conditional Import Filters''' feature operates the same in OnePager Pro, OnePager Express, and OnePager Bundle '''Add-in''' and '''Standalone'''. |
<center> | <center> | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Conditional Import for OnePager for Version 7.1 | Conditional Import Filters for OnePager]] 7.18.1.1-71 | + | | [[Conditional Import for OnePager for Version 7.1 | Conditional Import Filters for OnePager]] <!--7.18.1.1-71--> |
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==Related Links:== | ==Related Links:== | ||
| − | [[ | + | [[Getting Started with Version 7.1 (Portal) | Getting Started (Portal)]] <!--3.0.0-71--> |
| − | [[ | + | [[OnePager Express Import of Data from Microsoft Excel for Version 7.1 | OnePager Express Import of Data from Microsoft Excel]] <!--4.0.1.4-71--> |
| − | [[ | + | [[Understanding Charts and Snapshots for OnePager for Version 7.1 | Understanding Charts and Snapshots for OnePager ]] <!--4.0.1.1-71--> |
| − | [[ | + | [[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-71--> |
| − | [[ | + | [[Conditional Formatting for Version 7.1 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-71--> |
| − | [[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-71 | + | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-71--> |
| + | |||
| + | [[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-71--> | ||
(7.18.1-71) | (7.18.1-71) | ||
[[Category:Version 7.1]] | [[Category:Version 7.1]] | ||
| + | [[Category:Getting Started with Version 7.1]] | ||
[[Category:Add-in]] | [[Category:Add-in]] | ||
[[Category:Standalone]] | [[Category:Standalone]] | ||
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[[Category:Charts]] | [[Category:Charts]] | ||
[[Category:Editing the Chart]] | [[Category:Editing the Chart]] | ||
| − | |||
| − | |||
[[Category:Snapshots]] | [[Category:Snapshots]] | ||
[[Category:Task/Milestone Editing]] | [[Category:Task/Milestone Editing]] | ||
[[Category:Conditional Formatting]] | [[Category:Conditional Formatting]] | ||
| − | [[Category: | + | [[Category:Microsoft Project]] |
| + | [[Category:Microsoft Excel]] | ||
| + | [[Category:Oracle Primavera P6]] | ||
| + | [[Category:Smartsheet]] | ||
[[Category:OnePager Pro]] | [[Category:OnePager Pro]] | ||
[[Category:OnePager Express]] | [[Category:OnePager Express]] | ||
| − | [[Category:OnePager | + | [[Category:OnePager Bundle]] |
Latest revision as of 16:49, 26 April 2022
Overview
Conditional Import Filters provide you with a capability to use source plan field data to control the import of task and milestone data from your Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet source plans. 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 task and milestone data for import. The 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. For example, suppose you want to import tasks and milestones into OnePager that have start dates before a certain date.
With the Conditional Import Filters you can create a rule that tells OnePager specifically which tasks and milestones to import. When the Conditional Import Filters rule is enabled, OnePager only imports those tasks and milestones that meet the conditions set forth in the rule. The articles in this Conditional Import Filters series explain how you can use Conditional Import Filters to simplify the import of source plan task and milestone data into OnePager and increase your flexibility for selecting tasks and milestones to appear in your chart.
Link to Conditional Import Filters Detailed Article
The link shown immediately below access detailed information on how to use Conditional Import Filters to control the import of source plan row data presented to your OnePager Pro, OnePager Express, and OnePager Bundle applications. The operation of the Conditional Import Filters feature operates the same in OnePager Pro, OnePager Express, and OnePager Bundle Add-in and Standalone.
| Conditional Import Filters for OnePager |
Related Links:
OnePager Express Import of Data from Microsoft Excel
Understanding Charts and Snapshots for OnePager
Conditional Formatting (Portal)
Using the OnePager "Data" Tab's "Selected file(s)" Button
Editing with the Chart Properties form (Portal)
(7.18.1-71)
