Creating New, Retrieving Existing, Saving, and Saving As for Version 7.1

Creating New, Retrieving Existing, Updating, and Saving OnePager Charts

Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.

This article provides links to articles which cover the specifics on Creating new chart, Opening existing charts, Adding and Replacing Snapshots, Using Project Server/Project Online Source Plans, and Saving charts. Please use the links below as they apply to the OnePager products and operations you want to perform.

Creating a NEW Chart

Creating a NEW Chart using Microsoft Project Data

Creating a NEW Chart using Microsoft Excel Data

Creating a NEW Chart using Primavera P6

Creating a NEW Chart using Smartsheet

Opening an EXISTING Chart with OnePager Chart

Opening an EXISTING OnePager Chart

ADDING a Snapshot via Push Update

ADDING a Snapshot via Push Update to a OnePager Chart

REPLACING a Snapshot via Push Update

REPLACING a Snapshot via Push Update using a OnePager Chart

Using the Pull Operation Feature

Creating a NEW Chart via Pull Operation Feature

REPLACING a Snapshot via Pull Operation

ADDING a Snapshot via Pull Operation

Custom Update (Replacing) of a Snapshot via Pull Operation

Using the OnePager "Data" Tab's "Selected file(s)" Button

Using OnePager Pro with Project Server/Project Online Source Plans

OnePager Pro has the capability to create, retrieve, save, and update charts from Microsoft Project source plans that are server resident.

For more general information on using server resident source plans, please see the article at: Using OnePager with Microsoft Project Server/Project Online (Portal)

Please use the links that follow for specific product information related to using server resident source plans:

OnePager Product	Link to Article
OnePager Pro Add-in	Using OnePager Add-In with Microsoft Project Server/Project Online
OnePager Pro Standalone	Using OnePager Standalone with Microsoft Project Server/Project Online

Using OnePager to Create Multi-Project Charts

OnePager Pro, OnePager Express, and OnePager Bundle can create multi-project charts. For complete information on creating multi-project charts, please see the articles at the link below:

Creating Various Multi-Project Charts with OnePager (Portal)

Updating Using the OnePager Data Tab

The OnePager Data ribbon tool bar tab’s Selected file(s) button, shown below, is useful in verifying that you have the correct source plans associated with the open chart is/are correct.

For more information on the Data tab's Selected file(s) button, please see the article at: Using the OnePager "Data" Tab's "Selected file(s)" Button

Saving a Chart (Save)

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

Using the Save Icon

Above the OnePager tool bar and ribbon is a Save icon shown below:

When the Save icon is clicked, OnePager automatically saves the open chart in the .TAM file you named when the chart was first created (NEW). If the chart has not yet been saved, you are prompted to create a .TAM file name for it.

Using File Tab's Save Button

A second way to save an open chart is to click the File tab as shown below:

If the .TAM was not previously saved, OnePager returns to the Chart Editor and opens the OnePager Save As form so you can create a name for the .TAM. If the .TAM was previously saved using this method, OnePager again saves the .TAM under the previously created file name.

Prompting the Save Operation By Clicking the File Tab's Close Button

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. If no changes were made to an open chart that was previously saved or opened from a named .TAM, the application is closed without re-saving the open .TAM. 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:

Prompting the Save Operation by Clicking the X in the Upper Right-Most Corner of the Chart Editor

Finally, you can always force the saving of the chart if changes were made by clicking the red highlighted X in the upper-most right corner of the Chart Editor. Again, if no changes were made the application is close. If changes were made to the chart, the above message is displayed with the options shown.

Saving a Chart to a New .TAM File (Save As)

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

For example, you want to assign colors based on a different source plan data fields. Or you want to show critical path segments in one chart and not in another. Please note Saving a chart as a new .TAM file is not the same as creating a Template.

For more information on using Templates, please see the article at: Managing Templates (Portal)

Using Save As

To create a new chart name and .TAM file from an existing one, go to the OnePager ribbon, click the File button that takes you to the screen below then click the Save as… command tab on the left. This action accesses the Save As chart form as shown below:

Retrieving a Saved As File

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:

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

Related Links

Getting Started (Portal)

Using the OnePager "Data" Tab's "Selected file(s)" Button

Creating Various Multi-Project Charts with OnePager (Portal)

Using OnePager with Microsoft Project Server/Project Online (Portal)

Using OnePager Add-In with Microsoft Project Server/Project Online

Managing Templates (Portal)

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