Difference between revisions of "Creating New, Retrieving Existing, Saving, and Saving As for Version 7.0"
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2) 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 | + | ==Creating NEW Charts== |
| − | 1) There are several ways to create '''NEW''' | + | 1) There are several ways to create '''NEW''' charts with OnePager Pro and OnePager Express. |
2) 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. | ||
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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 7.0 (Portal) | Using OnePager Pro with Server Resident Project Plans (Portal)]] 8.5.1-70 | 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 7.0 (Portal) | Using OnePager Pro with Server Resident Project Plans (Portal)]] 8.5.1-70 | ||
| − | ==Retrieving a | + | ==Retrieving a Chart (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 7.0 (Portal) | Getting Started (Portal)]] 3.0.1-70 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 7.0 (Portal) | Getting Started (Portal)]] 3.0.1-70 series of articles. | ||
| − | ===Opening an Existing | + | ===Opening an Existing Chart=== |
| − | There are also several ways to '''OPEN''' existing | + | There are also several ways to '''OPEN''' existing charts with OnePager Pro and OnePager Express depending on the application used. |
Please refer to the referenced articles below: | Please refer to the referenced articles below: | ||
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OnePager Express Desktop: [[Opening an EXISTING Project View - OnePager Express Desktop for Version 6.0 | Opening an EXISTING Project View - OnePager Express Desktop]] 7.6.2-70 | OnePager Express Desktop: [[Opening an EXISTING Project View - OnePager Express Desktop for Version 6.0 | Opening an EXISTING Project View - OnePager Express Desktop]] 7.6.2-70 | ||
| − | ==Updating an Existing | + | ==Updating an Existing Chart== |
| − | 1) Updating a | + | 1) Updating a chart 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: | 2) Please see the links that immediately follow: | ||
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==Updating Using the OnePager Data Tab== | ==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 | + | 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 chart is/are correct. |
2) Please see the article at this link: [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-70 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 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-70 for more information and an example. | ||
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==Saving a Project View (Save)== | ==Saving a Project View (Save)== | ||
| − | 1) When a | + | 1) When a chart is created, opened, or updated, as with other Microsoft Windows applications, the chart can be saved in four (4) ways: |
2) 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 automatically '''saves''' the open project view in the '''.TAM''' file you named when the | + | :a) When this icon is clicked, OnePager automatically '''saves''' the open project view in the '''.TAM''' file you named when the chart was first created (NEW). |
| − | :b) If the | + | :b) If the chart 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> | ||
| − | 3) A second way to '''save''' an open | + | 3) A second way to '''save''' an open chart is to click the '''File''' tab as shown below. When the '''File''' tab is displayed, click the '''Save''' tab and the open chart 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> | ||
| − | 4) A third way to cause the | + | 4) A third way to cause the chart 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 | + | :a) If no changes were made to the open chart, the application is closed without saving. |
| − | :b) However, if changes were made to the | + | :b) However, if changes were made to the chart during the session, a '''Chronicle Graphics message''' form is displayed giving you the option to save the chart: |
<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> | ||
| − | 5) Finally, you can always force the saving of the | + | 5) Finally, you can always force the saving of the chart 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. | :a) Again, if no changes were made the application is close. | ||
| − | :b) If changes were made to the | + | :b) If changes were made to the chart, the above '''Chronicle Graphics message''' is displayed with the options shown. |
| − | ==Saving a | + | ==Saving a Chart to a New .TAM File (Save As)== |
| − | 1) At some point, you want to create one or more additional | + | 1) At some point, you want to create one or more additional charts 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 | + | 2) For example, you want to assign '''colors''' based on a different data fields. Or you want to show '''critical path segments''' in one chart and not in another. |
| − | 3) '''Please note''' Saving a | + | 3) '''Please note''' Saving a chart 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 7.0 (Portal) | Managing Templates (Portal)]]. 24.0.1-70 | Please review the articles involving '''Templates''' using this link: [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]]. 24.0.1-70 | ||
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===Using Save As=== | ===Using Save As=== | ||
| − | 4) To create a new | + | 4) To create a new chart 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 | + | 5) This brings up the '''Save As chart''' 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> | ||
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[[Category:Desktop]] | [[Category:Desktop]] | ||
[[Category:Basic Workflows]] | [[Category:Basic Workflows]] | ||
| − | [[Category:Editing | + | [[Category:Editing the Chart]] |
[[Category:OnePager Choices Form]] | [[Category:OnePager Choices Form]] | ||
[[Category:Data Management]] | [[Category:Data Management]] | ||
| Line 170: | Line 170: | ||
[[Category:Ribbon]] | [[Category:Ribbon]] | ||
[[Category:Snapshots]] | [[Category:Snapshots]] | ||
| − | [[Category: | + | [[Category:Charts]] |
[[Category:Templates]] | [[Category:Templates]] | ||
| − | [[Category: | + | [[Category:Chart Properties Form]] |
[[Category:OnePager Pro]] | [[Category:OnePager Pro]] | ||
[[Category:OnePager Express]] | [[Category:OnePager Express]] | ||
Revision as of 20:55, 18 February 2019
Contents
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 Charts
1) There are several ways to create NEW charts 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 7.1.1-70
OnePager Pro Desktop: Creating a NEW Project View - OnePager Pro Desktop 7.1.2-70
OnePager Express Add-in: Creating a NEW Project View - OnePager Express Add-in 7.2.1-70
OnePager Express Desktop: Creating a NEW Project View - OnePager Express Desktop 7.2.2-70
Pull Operations
OnePager Pro Pull Operation: Creating a NEW Project View via Pull Operation - OnePager Pro 7.13.1-70
OnePager Express Pull Operation: Creating a NEW Project View via Pull Operation - OnePager Express 7.13.2-70
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) 8.5.1-70
Retrieving a Chart (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) 3.0.1-70 series of articles.
Opening an Existing Chart
There are also several ways to OPEN existing charts 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 7.5.1-70
OnePager Pro Desktop: Opening an EXISTING Project View - OnePager Pro Desktop 7.5.2-70
OnePager Express Add-in: Opening an EXISTING Project View - OnePager Express Add-in 7.6.1-70
OnePager Express Desktop: Opening an EXISTING Project View - OnePager Express Desktop 7.6.2-70
Updating an Existing Chart
1) Updating a chart 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 7.7.1-70
OnePager Pro Desktop: ADDING a Snapshot via Push Update - OnePager Pro Desktop 7.7.2-70
OnePager Express Add-in: ADDING a Snapshot via Push Update - OnePager Express Add-in 7.8.1-70
OnePager Express Desktop: ADDING a Snapshot Via Push Update - OnePager Express Desktop 7.8.2-70
ADDING a Snapshot Using the Pull Operation
OnePager Pro: ADDING a Snapshot via Pull Operation - OnePager Pro 7.15.1-70
OnePager Express: ADDING a Snapshot via Pull Operation - OnePager Express 7.15.2-70
REPLACING a Snapshot Using the Push Operation
OnePager Pro Add-in: REPLACING a Snapshot via Push Update - OnePager Pro Add-in 7.9.1-70
OnePager Pro Desktop: REPLACING a Snapshot via Push Update - OnePager Pro Desktop 7.9.2-70
OnePager Express Add-in: REPLACING a Snapshot via Push Update - OnePager Express Add-in 7.10.1-70
OnePager Express Desktop: REPLACING a Snapshot via Push Update - OnePager Express Desktop 7.10.2-70
REPLACING a Snapshot Using the Pull Operation
OnePager Pro: REPLACING a Snapshot via Pull Operation - OnePager Pro 7.14.1-70 or Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro 7.16.1-70
OnePager Express: REPLACING a Snapshot via Pull Operation - OnePager Express 7.14.2-70 or Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express 7.16.2-70
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 chart is/are correct.
2) Please see the article at this link: Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-70 for more information and an example.
Saving a Project View (Save)
1) When a chart is created, opened, or updated, as with other Microsoft Windows applications, the chart 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 chart was first created (NEW).
- b) If the chart has not yet been saved, you are prompted to create a .TAM file name for it.
-11032017.png)
3) A second way to save an open chart is to click the File tab as shown below. When the File tab is displayed, click the Save tab and the open chart is saved:
-11032017.png)
4) A third way to cause the chart 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 chart, the application is closed without saving.
- b) However, if changes were made to the chart during the session, a Chronicle Graphics message form is displayed giving you the option to save the chart:
-11032017.png)
5) Finally, you can always force the saving of the chart 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 chart, the above Chronicle Graphics message is displayed with the options shown.
Saving a Chart to a New .TAM File (Save As)
1) At some point, you want to create one or more additional charts 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 chart and not in another.
3) Please note Saving a chart 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). 24.0.1-70
Using Save As
4) To create a new chart 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 chart form as shown below:
-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:
-10052016.png)
7) Selecting the file with a single left click and then clicking the Open button loads the file.
(23.1.1-70)
