Difference between revisions of "Creating New, Retrieving Existing, Saving, and Saving As for Version 5.3"
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==Creating New, Retrieving Existing, Saving, and Saving A== | ==Creating New, Retrieving Existing, Saving, and Saving A== | ||
| − | This article provides | + | This article provides links to articles which cover the main topics. Please use the links in the sections below as they apply to the operations you want to perform. |
==Creating NEW Project Views== | ==Creating NEW Project Views== | ||
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==Retrieving a Project View (OPEN)== | ==Retrieving a Project View (OPEN)== | ||
| − | Retrieving an existing project view to edit or update | + | Retrieving an existing project view to edit or update with new information from Microsoft Project or Microsoft Excel is covered in the [[Getting Started with Version 5.3 (Portal) | Getting Started (Portal)]] articles. |
===Opening an Existing Project View=== | ===Opening an Existing Project View=== | ||
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==Updating an Existing Project View== | ==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 | + | 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=== | ===ADDING a Snapshot Using the Push Operation=== | ||
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===Updating Using the OnePager Data Tab=== | ===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 file(s)'' 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. | + | The '''Data''' tab’s '''Selected file(s)''' button on the ribbon is useful in verifying that you have the correct '''source file(s)''' 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)== | ==Saving a Project View (Save)== | ||
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When a project view is created, opened, or updated, as with other Windows applications, the project view can be saved in several ways: | When a project view is created, opened, or updated, as with other Windows applications, the project view can be saved in several ways: | ||
| − | 1) Above the OnePager tool bar and ribbon is a | + | 1) Above the OnePager tool bar and ribbon is a '''Save''' icon as shown below. 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). If the project view has not yet been '''saved''', then you will be prompted to create a '''.TAM''' file name for it. |
<center>[[File:P53-23_1_1-53-(7)-10052016.png]]</center> | <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: | |
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| − | 2) A second way to save an open project view is to click the | + | |
<center>[[File:P53-23_1_1-53-(16)-10052016.png]]</center> | <center>[[File:P53-23_1_1-53-(16)-10052016.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 Windows method for closing the application. If no changes were made to the open project view, the application will be closed without saving. 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: | |
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| − | 3) A third way to cause the project view to be saved is to click the | + | |
<center>[[File:P53-23_1_1-53-(17)-10052016.png]]</center> | <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. Again, if no changes were made the application will close. 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 column. 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 Version 5.3 (Portal) | Managing Templates (Portal)]]. | |
| − | + | 1) To create a new project view name and '''.TAM''' file from an existing one, go to the ribbon, click the '''File''' button, and then click the '''Save as…''' command. This brings up the '''Save As project view''' form as shown below: | |
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<center>[[File:P53-23_1_1-53-(9)-10052016.png]]</center> | <center>[[File:P53-23_1_1-53-(9)-10052016.png]]</center> | ||
| − | + | 2) 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 Windows '''Open''' form as shown below: | |
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| − | 2) Whenever you launch OnePager again and want to | + | |
<center>[[File:P53-23_1_1-53-(18)-10052016.png]]</center> | <center>[[File:P53-23_1_1-53-(18)-10052016.png]]</center> | ||
| − | + | 3) Selecting the file with a single left click and then clicking the '''Open''' button will load the file. | |
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| − | 3) Selecting the file with a single left click and then clicking the | + | |
(23.1.1-53) | (23.1.1-53) | ||
Latest revision as of 17:12, 9 May 2016
Contents
Creating New, Retrieving Existing, Saving, and Saving A
This article provides links to articles which cover the main topics. Please use the links in the sections 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: Push and Pull Operations. Pleases refer to the referenced articles below for the OnePager applications listed below:
Push Operations
OnePager Pro Add-in: Creating a NEW Project View - OnePager Pro Add-in
OnePager Pro Desktop: Creating a NEW Project View - OnePager Pro Desktop
OnePager Express Add-in: Creating a NEW Project View - OnePager Express Add-in
OnePager Express Desktop: Creating a NEW Project View - OnePager Express Desktop
Pull Operations
OnePager Pro Pull Operation: Creating a NEW Project View via Pull Operation - OnePager Pro
OnePager Express Pull Operation: Creating a NEW Project View via Pull Operation - OnePager Express
Related Link
You can also create project views using OnePager Pro with data sources from Microsoft Project Server, Project Online or SharePoint: Creating Project Views from Server Resident Project Plans - OnePager Pro
Retrieving a Project View (OPEN)
Retrieving an existing project view to edit or update with new information from Microsoft Project or Microsoft Excel is covered in the Getting Started (Portal) 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 for the OnePager applications listed below:
OnePager Pro Add-in: Opening an EXISTING Project View - OnePager Pro Add-in
OnePager Pro Desktop: Opening an EXISTING Project View - OnePager Pro Desktop
OnePager Express Add-in: Opening an EXISTING Project View - OnePager Express Add-in
OnePager Express Desktop: 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
OnePager Pro Desktop: ADDING a Snapshot via Push Update - OnePager Pro Desktop
OnePager Express Add-in: ADDING a Snapshot via Push Update - OnePager Express Add-in
OnePager Express Desktop: 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
OnePager Express: 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
OnePager Pro Desktop: REPLACING a Snapshot via Push Update - OnePager Pro Desktop
OnePager Express Add-in: REPLACING a Snapshot via Push Update - OnePager Express Add-in
OnePager Express Desktop: 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 or Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro
OnePager Express: REPLACING a Snapshot via Pull Operation - OnePager Express or 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 file(s) 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 Windows applications, the project view can be saved in several ways:
1) Above the OnePager tool bar and ribbon is a Save icon as shown below. 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). If the project view has not yet been saved, then you will be prompted to create a .TAM file name for it.
-10052016.png)
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:
-10052016.png)
3) A third way to cause the project view to be saved is to click the Close tab shown above which is the typical Windows method for closing the application. If no changes were made to the open project view, the application will be closed without saving. 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:
-10052016.png)
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. Again, if no changes were made the application will close. 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 column. 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 (Portal).
1) To create a new project view name and .TAM file from an existing one, go to the ribbon, click the File button, and then click the Save as… command. This brings up the Save As project view form as shown below:
-10052016.png)
2) 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 Windows Open form as shown below:
-10052016.png)
3) Selecting the file with a single left click and then clicking the Open button will load the file.
(23.1.1-53)
