Creating a NEW Project View via Pull Operation - OnePager Express for Version 5.3
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Creating a NEW Project View via Pull Operation- OnePager Express for Version 5.3 (X53-7_13_1-12212015)
The purpose of these articles is to acquaint you with the new “Pull” features of OnePager Express and Pro Versions 5.3. There are eight (8) articles in this series, four (4) providing examples of the “Pull” feature for OnePager Express Desktop and four (4) for OnePager Pro Desktop. Please see the links at the end of this article to access other articles in the series.
Creating a NEW project view via pull is not the main reason why OnePager has pull operations. This workflow and the current article are most useful only when you want to fill an empty Project View Editor by making a new project view. The real power of the pull operation is to let you do repeated snapshot “REPLACE” and snapshot “ADD” operations on an open project view. In other words, the pull operation’s main purpose is to let you update the on-screen project view as you edit its source file(s). The pull update operation is discussed in other articles in this series.
What is a Pull Operation?
A pull operation starts in the Project View Editor. That is, you already have OnePager running and decide to UPDATE the open project view or (rarely) create a NEW project view. In contrast, a push operation begins in the “OnePager Express Start” from which you make a NEW project view or UPDATE an existing project view.
We added the pull operation because we found that our users were often creating a project view, finding something in the source file that they needed to change, going back to the source file, making the change, and then re-launching OnePager to update the project view.
The pull UPDATE lets you open a project view and update it repeatedly as you edit its source file(s). After each set of changes to the source file(s), you can quickly see the effect on the screen by using OnePager’s new “Data” tab to pull the source file changes into the project view.
You’ll see this more when you read the articles REPLACING a Snapshot via Pull Operation - OnePager Express for Version 5.3 and ADDING a Snapshot via Pull Operation - OnePager Express for Version 5.3.
The example below illustrates creating a NEW project view.
Example
1) Let’s suppose you have a Microsoft Excel plan that you want to present to two different audiences – Your Project Management Office (PMO) and your customer. However, before the presentation you want to quickly examine the two project views made by OnePager side-by-side.
2) In preparation, you “flag” the rows to be shown to the PMO using Microsoft Project’s “Show It1” column and put a “Yes” in the appropriate rows of the Microsoft Project plan. You also decide to use “Show It2” to show those rows that you want to show in your presentation to the customer. You insert both the “Show It1” and “Show It2” columns into the plan as shown below:
-12022015.png)
Prepare First Project View
3) For the sake of this example, let’s first use the OnePager Express desktop application to access the Microsoft Excel plan using the “Show It1” flag column shown above. Please see the article at Creating a NEW Project View - OnePager Express Desktop for Version 5.3 7.2.2-53 for the remainder of the steps.
4) After the steps covered in the article above (Creating a NEW Project View - OnePager Express Desktop for Version 5.3 7.2.2-53) are completed, OnePager will generate a project view with the Title shown below, using the “Show It1” column, and designating the snapshot with the date shown. The resulting project view will look like the following:
-12022015.png)
5) Since we are using the desktop application of OnePager Express for this example it was not necessary to launch Microsoft Excel first. As long as you’ve properly prepared your Microsoft Excel plan source file just launching OnePager Excel from the desktop icon is basically all that is necessary to utilize the new pull feature.
6) At this point it is recommended that you save this first project view for access later.
Prepare a Second Project View
7) There are two ways of creating the second project view from the same Microsoft Excel source file:
- a) After saving the first project view, close the OnePager Express desktop application and repeat the above process by opening the second project view and then using “Show It2” to select the tasks.
- b) Remain in the current OnePager Express window and create a second NEW project view from there.
8) Here we will demonstrate the second method as it is more efficient.
9) With the above project view saved and visible in the Project View Editor window, click on the “File” tab on the OnePager ribbon and then click the “New…” tab on the page that appears:
-12022015.png)
10) When you click the “New…” button as shown above, OnePager will display the “OnePager choices” form which you will now use to create the project view for the customer by giving the new project view a new name, specifying that the “flag” column to be used is “Show It2”, and specifying the appropriate snapshot date as shown in the sequence below:
-12022015.png)
11) When the file is selected the “OnePager choices” form will expand as before and again provide you with the ability to uniquely name the new project view, specify the “flag” field to use, and specify the snapshot date as we have done in the illustration below:
-12022015.png)
12) With the new settings confirmed in the “OnePager choices” form, click the “Create new project view” and OnePager will use your new settings to create the second project view and display it as shown below:
-12022015.png)
13) In this example we used the OnePager Express desktop application to create two project views from the same Microsoft Project source file but using different “flag” columns. Now that the second project view is created, we recommend that it too be saved for future access.
Compare Results, Edit, Copy to PowerPoint
14) Once you are satisfied with your project view you may save them, copy them into PowerPoint presentations, or share time in other ways.
15) The “Pull” feature is an easy, fast, and convenient way to create multiple project views which will make you more efficient.
Related Links
Creating a NEW Project View via Pull Operation - OnePager Pro for Version 5.3 7.13.1-53
REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 7.14.1-53
REPLACING a Snapshot via Pull Operation - OnePager Express for Version 5.3 7.14.2-53
ADDING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 7.15.1-53
ADDING a Snapshot via Pull Operation - OnePager Express for Version 5.3 7.15.2-53
Custom REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 7.16.1-53
Custom REPLACING a Snapshot via Pull Operation - OnePager Express for Version 5.3 7.16.2-53
(7.13.2-53)
