View source for Creating New, Retrieving Existing, Saving, and Saving As for OnePager Live Beta 2

==Creating New, Retrieving Existing, Saving, and Saving As==

23.1.1-OPl2 from 23.1.1-60 7/16/2017

This article provides links to articles which cover the main topics listed in the sub-sections below.  

Please use the links below as they apply to the operations you want to perform.

==Creating NEW Project Views==

There are several ways to create '''NEW''' project views with OnePager Pro and OnePager Express. 

There are two methods for each product:  (1) Push and (2) Pull Operations. 

Pleases refer to the referenced articles below:

===Push Operations===

OnePager Pro Add-in: [[Creating a NEW Project View - OnePager Pro Add-in for Version 6.0 | Creating a NEW Project View - OnePager Pro Add-in]] 

OnePager Pro Desktop: [[Creating a NEW Project View - OnePager Pro Desktop for Version 6.0 | Creating a NEW Project View - OnePager Pro Desktop]]

OnePager Express Add-in: [[Creating a NEW Project View - OnePager Express Add-in for Version 6.0  | Creating a NEW Project View - OnePager Express Add-in]] 

OnePager Express Desktop: [[Creating a NEW Project View - OnePager Express Desktop for Version 6.0 | Creating a NEW Project View - OnePager Express Desktop]]

===Pull Operations===

OnePager Pro Pull Operation: [[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6.0 | Creating a NEW Project View via Pull Operation - OnePager Pro]]

OnePager Express Pull Operation: [[Creating a NEW Project View via Pull Operation - OnePager Express  for Version 6.0 | Creating a NEW Project View via Pull Operation - OnePager Express]]

===Related Link===

You can also create project views using OnePager Pro with '''source plans''' from Microsoft Project Server or Project Online:  [[Creating Project Views from Server Resident Project Plans - OnePager Pro for Version 6.0 | Creating Project Views from Server Resident Project Plans - OnePager Pro]]

==Retrieving a Project View (OPEN)==

Retrieving an existing project view to review it ('''OPEN'''), to edit, or to update it with new information from Microsoft Project or Microsoft Excel is covered in the [[Getting Started with OnePager Live Beta 2(Portal) | Getting Started (Portal)]] 3.0.1-OPL2  series of articles.

===Opening an Existing Project View===

There are also several ways to '''OPEN''' existing project views with OnePager Pro and OnePager Express depending on the application used.  

Please refer to the referenced articles below:

OnePager Pro Add-in: [[Opening an EXISTING Project View - OnePager Pro Add-in for Version 6.0 | Opening an EXISTING Project View - OnePager Pro Add-in]]

OnePager Pro Desktop: [[Opening an EXISTING Project View - OnePager Pro Desktop for Version 6.0 | Opening an EXISTING Project View - OnePager Pro Desktop]]

OnePager Express Add-in: [[Opening an EXISTING Project View - OnePager Express Add-in for Version 6.0 | Opening an EXISTING Project View - OnePager Express Add-in]]

OnePager Express Desktop: [[Opening an EXISTING Project View - OnePager Express Desktop for Version 6.0 | Opening an EXISTING Project View - OnePager Express Desktop]]

==Updating an Existing Project View==

Updating a project view involves either '''ADDING''' a snapshot or '''REPLACING''' a snapshot and each may be done by either a Push or Pull Operation.  

Please see the links that immediately follow:

===ADDING a Snapshot Using the Push Operation===

OnePager Pro Add-in: [[ADDING a Snapshot via Push Update - OnePager Pro Add-in for Version 6.0 | ADDING a Snapshot via Push Update - OnePager Pro Add-in]]

OnePager Pro Desktop: [[ADDING a Snapshot via Push Update - OnePager Pro Desktop for Version 6.0 | ADDING a Snapshot via Push Update - OnePager Pro Desktop]]

OnePager Express Add-in: [[ADDING a Snapshot via Push Update - OnePager Express Add-in for Version 6.0 | ADDING a Snapshot via Push Update - OnePager Express Add-in]]

OnePager Express Desktop: [[ADDING a Snapshot Via Push Update - OnePager Express Desktop for Version 6.0 | ADDING a Snapshot Via Push Update - OnePager Express Desktop]]

===ADDING a Snapshot Using the Pull Operation===

OnePager Pro: [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]]

OnePager Express: [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.0 | ADDING a Snapshot via Pull Operation - OnePager Express]]

===REPLACING a Snapshot Using the Push Operation===

OnePager Pro Add-in: [[REPLACING a Snapshot via Push Update - OnePager Pro Add-in for Version 6.0 | REPLACING a Snapshot via Push Update - OnePager Pro Add-in]] 

OnePager Pro Desktop: [[REPLACING a Snapshot via Push Update - OnePager Pro Desktop for Version 6.0 | REPLACING a Snapshot via Push Update - OnePager Pro Desktop]] 

OnePager Express Add-in: [[REPLACING a Snapshot via Push Update - OnePager Express Add-in for Version 6.0 | REPLACING a Snapshot via Push Update - OnePager Express Add-in]]

OnePager Express Desktop: [[REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 6.0 | REPLACING a Snapshot via Push Update - OnePager Express Desktop]]

===REPLACING a Snapshot Using the Pull Operation===

OnePager Pro: [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] or [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 6.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]]

OnePager Express: [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] or [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 6.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]]

===Updating Using the OnePager Data Tab===

The '''Data''' tab’s '''Selected file(s)''' button on the ribbon is useful in verifying that you have the correct '''source plans''' associated with the open project view is/are correct.  

Please see the article at this link: [[Using the OnePager "Data" Tab's "Selected file(s)" Button]] for more information and an example.

==Saving a Project View (Save)==

When a project view is created, opened, or updated, as with other Microsoft Windows applications, the project view can be saved in four (4) ways:

1) Above the OnePager tool bar and ribbon is a '''Save''' icon as shown below.  

:a) When this icon is clicked, OnePager will automatically '''save''' the open project view in the '''.TAM''' file you named when the project view was first created (NEW).   

:b) If the project view has not yet been '''saved''', you will be prompted to create a '''.TAM''' file name for it.

<center>[[File:P53-23_1_1-53-(7)-10052016.png]]</center>

2) A second way to '''save''' an open project view is to click the '''File''' tab as shown below.  When the '''File''' tab is displayed, click the '''Save''' tab and the open project view will be saved:

<center>[[File:P60-23_1_1-60-(16AA)-03082017.png]]</center>
<!--<center>P60-23_1_1-60-(16AA)-03082017.png</center>-->

3) A third way to cause the project view to be '''saved''' is to click the '''Close''' tab shown above which is the typical Microsoft Windows method for closing the application.  

:a) If no changes were made to the open project view, the application will be closed without saving.  

:b) However, if changes were made to the project view during the session, a '''Chronicle Graphics message''' form is displayed giving you the option to save the project view:

<center>[[File:P53-23_1_1-53-(17)-10052016.png]]</center>

4) Finally, you can always force the saving of the project view if changes were made by clicking the white '''X''' in the upper right corner of the screen.  

:a) Again, if no changes were made the application will close.  

:b) If changes were made to the project view, the above '''Chronicle Graphics message''' will be displayed with the options shown.

==Saving a Project View to a New .TAM File (Save As)==

At some point, you may want to create one or more additional project views that show the same imported data in a different way. 

For example, you may want to assign '''colors''' based on a different data fields. Or you may want to show '''critical path segments''' in one project view and not in another.

'''Please note''' Saving a project view as a new '''.TAM''' file is '''not the same as creating a Template'''. 

Please review the articles involving '''Templates''' using this link: [[Managing Templates for OnePager Live Beta 2 (Portal) | Managing Templates (Portal)]] 24.0.1-OPL2.

===Using Save As===

1) To create a new project view name and '''.TAM''' file from an existing one, go to the OnePager ribbon, click the '''File''' button, and click the '''Save as…''' command. 

2) This brings up the '''Save As project view''' form as shown below:

<center>[[File:P53-23_1_1-53-(9)-10052016.png]]</center>

===Retrieving a Saved As File===

3) Whenever you launch OnePager again and want to '''OPEN''' this file, it can be found by clicking the '''OPEN''' button in the '''OnePager Pro Start''' form, then clicking '''BROWSE FILES''' button and looking up the file in the Microsoft Windows '''Open''' form as shown below:

<center>[[File:P53-23_1_1-53-(18)-10052016.png]]</center>

4) Selecting the file with a single left click and then clicking the '''Open''' button will load the file.

(23.1.1-OPl2)

[[Category:OnePager Live]]
[[Category:Basic Workflows]]
[[Category:Editing a Project View]]
[[Category:OnePager Choices Form]]
[[Category:Data Management]]
[[Category:OnePager .TAM Files]]
[[Category:OnePager - Tool Bar]]
[[Category:Importing]]
[[Category:Task/Milestone Editing]]
[[Category:Sharing Output]]
[[Category:Ribbon]]
[[Category:Snapshots]]
[[Category:Project Views]]
[[Category:Templates]]
[[Category:Project-View Properties Form]]
[[Category:MS Project]]
[[Category:MS Excel]]