Difference between revisions of "Creating New, Retrieving Existing, Saving, and Saving As for Version 6.1"

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(Saving a Project View (Save))
 
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==Creating New, Retrieving Existing, Saving, and Saving As==
 
==Creating New, Retrieving Existing, Saving, and Saving As==
  
This article provides links to articles which cover the main topics listed in the sub-sections below.   
+
1) 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.
+
2) Please use the links below as they apply to the operations you want to perform.
  
 
==Creating NEW Project Views==
 
==Creating NEW Project Views==
  
There are several ways to create '''NEW''' project views with OnePager Pro and OnePager Express.  
+
1) 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.  
+
2) There are two methods for each product:  (1) Push and (2) Pull Operations.  
  
Pleases refer to the referenced articles below:
+
3) Pleases refer to the referenced articles below:
  
 
===Push Operations===
 
===Push Operations===
  
OnePager Pro Add-in: [[Creating a NEW Project View - OnePager Pro Add-in for Version 6.1 | Creating a NEW Project View - OnePager Pro Add-in]] 7.1.1-61
+
OnePager Pro Add-in: [[Creating a NEW Project View - OnePager Pro Add-in for Version 6.1 | Creating a NEW Project View - OnePager Pro Add-in]] <!--7.1.1-61-->
  
OnePager Pro Desktop: [[Creating a NEW Project View - OnePager Pro Desktop for Version 6.1 | Creating a NEW Project View - OnePager Pro Desktop]] 7.1.2-61
+
OnePager Pro Desktop: [[Creating a NEW Project View - OnePager Pro Desktop for Version 6.1 | Creating a NEW Project View - OnePager Pro Desktop]] <!--7.1.2-61-->
  
OnePager Express Add-in: [[Creating a NEW Project View - OnePager Express Add-in for Version 6.1  | Creating a NEW Project View - OnePager Express Add-in]] 7.2.1-61
+
OnePager Express Add-in: [[Creating a NEW Project View - OnePager Express Add-in for Version 6.1  | Creating a NEW Project View - OnePager Express Add-in]] <!--7.2.1-61-->
  
OnePager Express Desktop: [[Creating a NEW Project View - OnePager Express Desktop for Version 6.1 | Creating a NEW Project View - OnePager Express Desktop]] 7.2.2-61
+
OnePager Express Desktop: [[Creating a NEW Project View - OnePager Express Desktop for Version 6.1 | Creating a NEW Project View - OnePager Express Desktop]] <!--7.2.2-61-->
  
 
===Pull Operations===
 
===Pull Operations===
  
OnePager Pro Pull Operation: [[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Pro]] 7.13.1-61
+
OnePager Pro Pull Operation: [[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Pro]] <!--7.13.1-61-->
  
OnePager Express Pull Operation: [[Creating a NEW Project View via Pull Operation - OnePager Express  for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Express]] 7.13.2-61
+
OnePager Express Pull Operation: [[Creating a NEW Project View via Pull Operation - OnePager Express  for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Express]] <!--7.13.2-61-->
  
 
===Related Link===
 
===Related Link===
  
You can also create project views using OnePager Pro with '''source plans''' from Microsoft Project Server or Project Online:  [[Using OnePager Pro with Server Resident Project Plans for Version 6.1 (Portal) | Using OnePager Pro with Server Resident Project Plans (Portal)]] 8.5.1-61
+
You can also create project views using OnePager Pro with '''source plans''' from Microsoft Project Server or Project Online:  [[Using OnePager Pro with Server Resident Project Plans for Version 6.1 (Portal) | Using OnePager Pro with Server Resident Project Plans (Portal)]] <!--8.5.1-61-->
  
 
==Retrieving a Project View (OPEN)==
 
==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 Version 6.1 (Portal) | Getting Started (Portal)]] 3.0.1-61 series of articles.
+
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 Version 6.1 (Portal) | Getting Started (Portal)]] <!--3.0.1-61--> series of articles.
  
 
===Opening an Existing Project View===
 
===Opening an Existing Project View===
Line 43: Line 43:
 
Please refer to the referenced articles below:
 
Please refer to the referenced articles below:
  
OnePager Pro Add-in: [[Opening an EXISTING Project View - OnePager Pro Add-in for Version 6.1 | Opening an EXISTING Project View - OnePager Pro Add-in]] 7.5.1-61
+
OnePager Pro Add-in: [[Opening an EXISTING Project View - OnePager Pro Add-in for Version 6.1 | Opening an EXISTING Project View - OnePager Pro Add-in]] <!--7.5.1-61-->
  
OnePager Pro Desktop: [[Opening an EXISTING Project View - OnePager Pro Desktop for Version 6.1 | Opening an EXISTING Project View - OnePager Pro Desktop]] 7.5.2-61
+
OnePager Pro Desktop: [[Opening an EXISTING Project View - OnePager Pro Desktop for Version 6.1 | Opening an EXISTING Project View - OnePager Pro Desktop]] <!--7.5.2-61-->
  
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]] 7.6.1-61
+
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]] <!--7.6.1-61-->
  
OnePager Express Desktop: [[Opening an EXISTING Project View - OnePager Express Desktop for Version 6.0 | Opening an EXISTING Project View - OnePager Express Desktop]] 7.6.2-61
+
OnePager Express Desktop: [[Opening an EXISTING Project View - OnePager Express Desktop for Version 6.0 | Opening an EXISTING Project View - OnePager Express Desktop]] <!--7.6.2-61-->
  
 
==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.   
+
1) Updating a project view involves either '''ADDING''' a snapshot or '''REPLACING''' a snapshot and each can be done by either a Push or Pull Operation.   
  
Please see the links that immediately follow:
+
2) Please see the links that immediately follow:
  
 
===ADDING a Snapshot Using the Push Operation===
 
===ADDING a Snapshot Using the Push Operation===
  
OnePager Pro Add-in: [[ADDING a Snapshot via Push Update - OnePager Pro Add-in for Version 6.1 | ADDING a Snapshot via Push Update - OnePager Pro Add-in]] 7.7.1-61
+
OnePager Pro Add-in: [[ADDING a Snapshot via Push Update - OnePager Pro Add-in for Version 6.1 | ADDING a Snapshot via Push Update - OnePager Pro Add-in]] <!--7.7.1-61-->
  
OnePager Pro Desktop: [[ADDING a Snapshot via Push Update - OnePager Pro Desktop for Version 6.1 | ADDING a Snapshot via Push Update - OnePager Pro Desktop]] 7.7.2-61
+
OnePager Pro Desktop: [[ADDING a Snapshot via Push Update - OnePager Pro Desktop for Version 6.1 | ADDING a Snapshot via Push Update - OnePager Pro Desktop]] <!--7.7.2-61-->
  
OnePager Express Add-in: [[ADDING a Snapshot via Push Update - OnePager Express Add-in for Version 6.1 | ADDING a Snapshot via Push Update - OnePager Express Add-in]] 7.8.1-61
+
OnePager Express Add-in: [[ADDING a Snapshot via Push Update - OnePager Express Add-in for Version 6.1 | ADDING a Snapshot via Push Update - OnePager Express Add-in]] <!--7.8.1-61-->
  
OnePager Express Desktop: [[ADDING a Snapshot Via Push Update - OnePager Express Desktop for Version 6.1 | ADDING a Snapshot Via Push Update - OnePager Express Desktop]] 7.8.2-61
+
OnePager Express Desktop: [[ADDING a Snapshot Via Push Update - OnePager Express Desktop for Version 6.1 | ADDING a Snapshot Via Push Update - OnePager Express Desktop]] <!--7.8.2-61-->
  
 
===ADDING a Snapshot Using the Pull Operation===
 
===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]] 7.15.1-61
+
OnePager Pro: [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-61-->
  
OnePager Express: [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Express]] 7.15.2-61
+
OnePager Express: [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-61-->
  
 
===REPLACING a Snapshot Using the Push Operation===
 
===REPLACING a Snapshot Using the Push Operation===
  
OnePager Pro Add-in: [[REPLACING a Snapshot via Push Update - OnePager Pro Add-in for Version 6.1 | REPLACING a Snapshot via Push Update - OnePager Pro Add-in]] 7.9.1-61
+
OnePager Pro Add-in: [[REPLACING a Snapshot via Push Update - OnePager Pro Add-in for Version 6.1 | REPLACING a Snapshot via Push Update - OnePager Pro Add-in]] <!--7.9.1-61-->
  
OnePager Pro Desktop: [[REPLACING a Snapshot via Push Update - OnePager Pro Desktop for Version 6.1 | REPLACING a Snapshot via Push Update - OnePager Pro Desktop]] 7.9.2-61
+
OnePager Pro Desktop: [[REPLACING a Snapshot via Push Update - OnePager Pro Desktop for Version 6.1 | REPLACING a Snapshot via Push Update - OnePager Pro Desktop]] <!--7.9.2-61-->
  
OnePager Express Add-in: [[REPLACING a Snapshot via Push Update - OnePager Express Add-in for Version 6.1 | REPLACING a Snapshot via Push Update - OnePager Express Add-in]] 7.10.1-61
+
OnePager Express Add-in: [[REPLACING a Snapshot via Push Update - OnePager Express Add-in for Version 6.1 | REPLACING a Snapshot via Push Update - OnePager Express Add-in]] <!--7.10.1-61-->
  
OnePager Express Desktop: [[REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 6.1 | REPLACING a Snapshot via Push Update - OnePager Express Desktop]] 7.10.2-61
+
OnePager Express Desktop: [[REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 6.1 | REPLACING a Snapshot via Push Update - OnePager Express Desktop]] <!--7.10.2-61-->
  
 
===REPLACING a Snapshot Using the Pull Operation===
 
===REPLACING a Snapshot Using the Pull Operation===
  
OnePager Pro: [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] 7.14.1-61 or [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] 7.16.1-61
+
OnePager Pro: [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-61--> or [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-61-->
  
OnePager Express: [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Express]] 7.14.2-61 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]] 7.16.2-61
+
OnePager Express: [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-61--> 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]] <!--7.16.2-61-->
  
===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 plans''' associated with the open project view is/are correct.   
+
1) 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 Version 6.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-61 for more information and an example.
+
2) Please see the article at this link: [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-61--> for more information and an example.
  
 
==Saving a Project View (Save)==
 
==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) 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.   
+
2) 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).   
+
:a) When this icon is clicked, OnePager automatically '''saves''' 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.
+
:b) If the project view has not yet been '''saved''', you are prompted to create a '''.TAM''' file name for it.
  
 
<center>[[File:P61-23_1_1-61-(1)-11032017.png]]</center>
 
<center>[[File:P61-23_1_1-61-(1)-11032017.png]]</center>
<center>P61-23_1_1-61-(1)-11032017.png</center>
+
<!--center>P61-23_1_1-61-(1)-11032017.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:
+
3) 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 is saved:
  
 
<center>[[File:P61-23_1_1-61-(2)-11032017.png]]</center>
 
<center>[[File:P61-23_1_1-61-(2)-11032017.png]]</center>
<center>P61-23_1_1-61-(2)-11032017.png</center>
+
<!--center>P61-23_1_1-61-(2)-11032017.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.   
+
4) 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.   
+
:a) If no changes were made to the open project view, the application is 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:
 
: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:P61-23_1_1-61-(3)-11032017.png]]</center>
 
<center>[[File:P61-23_1_1-61-(3)-11032017.png]]</center>
<center>P61-23_1_1-61-(3)-11032017.png</center>
+
<!--center>P61-23_1_1-61-(3)-11032017.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.   
+
5) 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.   
+
:a) Again, if no changes were made the application is close.   
  
:b) If changes were made to the project view, the above '''Chronicle Graphics message''' will be displayed with the options shown.
+
:b) If changes were made to the project view, the above '''Chronicle Graphics message''' is displayed with the options shown.
  
 
==Saving a Project View to a New .TAM File (Save As)==
 
==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.  
+
1) At some point, you 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.
+
2) For example, you want to assign '''colors''' based on a different data fields. Or you 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'''.  
+
3) '''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 6.1 (Portal) | Managing Templates (Portal)]] 24.0.1-61.
+
Please review the articles involving '''Templates''' using this link: [[Managing Templates for Version 6.1 (Portal) | Managing Templates (Portal)]]. <!--24.0.1-61.-->
  
 
===Using Save As===
 
===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.  
+
4) 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:
+
5) This brings up the '''Save As project view''' form as shown below:
  
 
<center>[[File:P53-23_1_1-53-(9)-10052016.png]]</center>
 
<center>[[File:P53-23_1_1-53-(9)-10052016.png]]</center>
Line 148: Line 148:
 
===Retrieving a Saved As File===
 
===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:
+
6) 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>
 
<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.
+
7) Selecting the file with a single left click and then clicking the '''Open''' button loads the file.
  
 
(23.1.1-61)
 
(23.1.1-61)

Latest revision as of 13:39, 24 December 2018

Creating New, Retrieving Existing, Saving, and Saving As

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

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

Creating NEW Project Views

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

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

3) Pleases refer to the referenced articles 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 source plans from Microsoft Project Server or Project Online: Using OnePager Pro with Server Resident Project Plans (Portal)

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 (Portal) 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

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

1) Updating a project view involves either ADDING a snapshot or REPLACING a snapshot and each can be done by either a Push or Pull Operation.

2) 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

1) 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.

2) 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)

1) 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:

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

a) When this icon is clicked, OnePager automatically saves 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 are prompted to create a .TAM file name for it.
P61-23 1 1-61-(1)-11032017.png

3) 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 is saved:

P61-23 1 1-61-(2)-11032017.png

4) 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 is 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:
P61-23 1 1-61-(3)-11032017.png

5) 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 is close.
b) If changes were made to the project view, the above Chronicle Graphics message is displayed with the options shown.

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

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

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

3) 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).

Using Save As

4) 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.

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

P53-23 1 1-53-(9)-10052016.png

Retrieving a Saved As File

6) 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:

P53-23 1 1-53-(18)-10052016.png

7) Selecting the file with a single left click and then clicking the Open button loads the file.

(23.1.1-61)