Creating New, Retrieving Existing, Saving, and Saving As for Version 5.3

Creating New, Retrieving Existing, Saving, and Saving A

This article provides a 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

Retrieving a Project View (OPEN)

Retrieving an existing project view to edit or update it 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 for Version 5.3 7.5.1-53

OnePager Pro Desktop: Opening an EXISTING Project View - OnePager Pro Desktop for Version 5.3 7.5.2-53

OnePager Express Add-in: Opening an EXISTING Project View - OnePager Express Add-in for Version 5.3 7.6.1-53

OnePager Express Desktop: Opening an EXISTING Project View - OnePager Express Desktop for Version 5.3 7.6.2-53

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 Using the OnePager Data Tab

The “Data” tab’s “Selected file(s)” button on the OnePager 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 7.17.1-53 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.

P53-23_1_1-53-(7)-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:

P53-23_1_1-53-(16)-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:

P53-23_1_1-53-(17)-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 OnePager 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 files 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 in one project view and not show it 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) 24.0.1-53.

1) To create a new project view name and .TAM file from an existing one, go to the OnePager project view ribbon, click the “File” button, and then click the “Save as…” command. This will bring “Save As project view” form as shown below:

P53-23_1_1-53-(9)-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:

P53-23_1_1-53-(18)-10052016.png

3) Selecting the file with a single left click and then clicking the “Open” button will load the file into OnePager.

(23.1.1-53)

Creating New, Retrieving Existing, Saving, and Saving As for Version 5.3

Contents