Difference between revisions of "Conditional Import for Version 7.2 (Portal)"

Latest revision as of 20:49, 17 March 2024

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.

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