Difference between pages "Creating and Managing Curtains for OnePager Live Beta 2" and "ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2"

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(Created page with "==About Curtains== 16.0.1-OPL2 from 16.0.1-60 7/14/2017 A '''curtain''' is a vertical strip that marks a period of time across all rows. The example below shows a curtain en...")
 
(OnePager Express Add-in Push Update)
 
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==About Curtains==
+
==Introduction==
  
16.0.1-OPL2 from 16.0.1-60 7/14/2017
+
This article has six (6) major sections below. The first and second major sections are associated with OnePager Pro '''Add-in''' and '''Standalone''', respectively. The third and fourth major sections are are associated with OnePager Express '''Add-in''' and '''Standalone''', respectively.  The last two major sections are for OnePager Bundle users.  These last two section direct you to the appropriate portions of this article where you can find the instructions for '''ADDING a Snapshot''' to a chart previously created from any one of the '''source plans''' supported by OnePager Bundle (i.e., Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet).  
  
A '''curtain''' is a vertical strip that marks a period of time across all rows. The example below shows a curtain entitled '''Quiet Period''' that appears from 12/1/2013 to: 2/1/2014.
+
Please use the table below to accesses the desired sub-section:  
  
<center>[[File:P52-16_-(1)-06042015.png]]</center>
+
<center>
 +
{| class="wikitable"
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Pro Add-in Push Update | OnePager Pro Add-in Push Update]] 7.7.1-72
 +
|-
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Pro Standalone Push Update | OnePager Pro Standalone Push Update]] 7.7.1-72
 +
|-
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Express Add-in Push Update | OnePager Express Add-in Push Update]] 7.7.1-72
 +
|-
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Express Standalone Push Update | OnePager Express Standalone Push Update]] 7.7.1-72
 +
|-
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Bundle Add-in Push Update | OnePager Bundle Add-in Push Update]] 7.7.1-72
 +
|-
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Bundle Standalone Push Update | OnePager Bundle Standalone Push Update]] 7.7.1-72
 +
|}
 +
</center>
  
==Adding a Curtain==
+
==OnePager Pro Add-in Push Update==
  
To add a new curtain to a project view, follow the steps below:
+
During the course of a project, work is accomplished, new tasks '''start''', other tasks '''finish''', and, from time to time, '''dates''' are adjusted. These changes are usually picked up as part of a regular reporting process. When updated, the Microsoft Project '''source plan''' becomes the source for reporting schedule updates.
  
1) Go to the ribbon's '''Insert''' tab and click the '''Curtain…''' button as shown below:
+
OnePager uses the updated Microsoft Project '''source plan''' to '''add''' snapshots to record how the project progresses between reporting periods. One method that the OnePager '''Add-in''' uses is called the '''Push Update'''.  By '''push''' we mean that the updated Microsoft Project '''source plan''' is '''Pushed''' to OnePager Pro. 
  
<center>[[File:P53-16_1-53-(2)-01182016.png]]</center>
+
This distinction is important since OnePager also enables the '''Pull Update''' method where OnePager Pro loads the updated '''source plan''' file before processing the updates.
  
2) This brings up '''Curtain Properties''' form that helps you define the '''date extents''', '''appearance''', and '''text label''' for the curtain:
+
For more information on the '''Pull method''' of '''adding''' a snapshot to the chart, please see the article at: [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] 7.15.1-72
  
<center>[[File:P52-16_-(3)-06042015.png]]</center>
+
The workflow for accomplishing this periodic process is shown below:
  
3) Once you have entered the '''start and end dates''' and other selections, click the '''OK''' button to create the curtain.
+
<center>[[File:P71-7_7_1-71-(1)-11092021.png]]</center>
 +
<!--<center>P71-7_7_1-71-(1)-11092021.png</center>-->
  
4) In project views with '''multiple snapshots''', this method of creating a curtain will put the curtain in '''all snapshots'''.
+
:1) Launch Microsoft Project and access a Microsoft Project '''source plan''' containing updated information.  
  
==Editing a Curtain==
+
:2) Launch OnePager Pro from the Microsoft Project '''ADD-IN''' ribbon tool bar tab.
  
Editing a curtain is similar to editing all the other shapes appearing in the project view such as '''comment boxes'''.  Just follow the steps described below:
+
:3) Select the '''UPDATE''' button on the '''OnePager Pro Start''' form as shown below:
  
1) Double-click or right-click on the curtain to bring up the '''Curtain Properties''' form:
+
<center>[[File:P70-7_7_1-70-(2)-08092019.png]]</center>
 +
<!--<center>P70-7_7_1-70-(2)-08092019.png</center>-->
  
<center>[[File:P52-16_-(4)-06042015.png]]</center>
+
:4) Clicking the '''UPDATE''' button displays a list of recently-used charts and the word '''BROWSE FILES…''' option. Select the desired chart as shown above and OnePager accesses the OnePager choices ('''OPC''') form shown here:
  
2) Make your option selections for '''font text''' properties, '''curtain text position and orientation'''. '''fill color''', '''curtain border properties''', and '''transparency''' level.
+
<center>[[File:P71-7_7_1-71-(2A-1)-02082022.png]]</center>
 +
<!--<center>P71-7_7_1-71-(2A-1)-02082022.png</center>-->
  
3) The '''No Fill''' feature applies to curtains.  See the referenced articles for more information on the '''No Fill''' option:  ([[Creating and Managing Comment Boxes for OnePager Live Beta 2 | Creating and Managing Comment Boxes]] 13.0.1-OPL2 and [[Creating and Managing Free Boxes for OnePager Live Beta 2 | Creating and Managing Free Boxes]] 14.0.1-OPL2).
+
:5) Select the '''NEW snapshot at date:''' radio button and use the '''calendar''' dropdown list to select the '''date''' for this snapshot as shown here:
  
4) In project views with '''multiple snapshots''', this method of editing a curtain will change the '''curtain’s properties''' in '''all snapshots''' where the curtain still appears.
+
<center>[[File:P71-7_7_1-71-(3-1)-02082022.png]]</center>
 +
<!--<center>P71-7_7_1-71-(3-1)-02082022.png</center>-->
  
5) Once you have completed your curtain editing actions, click the '''OK''' button to update the curtain.
+
:6) Then, click '''Next>''' or '''New''' depending on whether the '''Show field mappings''' checkbox is checked '''ON'''.  OnePager takes the Microsoft Project '''source plan''' data under the control of the '''Flag/Number''' field and produce a '''new''' snapshot in the chart at the '''date''' selected.  
  
==Deleting Curtains==
+
Once the updated chart is open, you can '''edit''', '''save''', and '''copy the chart''' to a Microsoft PowerPoint slide or elsewhere as described previously. When you '''save''' the chart, the newly created snapshot is stored in the chart’s '''.TAM''' file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct '''Flag''' setting.  A chart can contain as many snapshots as you like. The chart is designed to remember which '''Flag''' setting, so the '''updates''' are consistent unless you accidentally change the '''Flag'''.  When there are multiple '''Flag/Number''' fields in a Microsoft Project '''source plan''' from which OnePager '''imports''' data, it’s a good idea to glance at the '''Flag''' setting before hitting the large '''New''' button.
  
'''Deleting''' curtains is similar to deleting any other shape in your project view such as a '''comment box'''.  Just follow the steps below:
+
==OnePager Pro Standalone Push Update==
  
1) Right-click the curtain and choose '''Delete''' from the '''context menu''' below:
+
During the course of a project, work is accomplished, new tasks '''start''', other tasks '''finish''', and, from time to time, '''dates''' are adjusted. These changes are usually picked up as part of a regular reporting process. When updated, the Microsoft Project '''source plan''' becomes the source for reporting schedule updates.
  
<center>[[File:P52-16_-(5)-06042015.png]]</center>
+
OnePager uses the updated Microsoft Project '''source plan''' to '''add''' snapshots to record how the project progresses between reporting periods. Once charts are created, they can be updated from the '''OnePager Pro Start''' form by launching OnePager from the '''Standalone Icon''' and doing a '''Push Update'''.  By '''push''' we mean that the updated Microsoft Project '''source plan''' is '''Pushed''' to OnePager.  This distinction is important since OnePager also enables the '''Pull Update''' method. 
  
2) Using the sub-command '''Delete: From this snapshot''' will delete the curtain from the '''currently displayed snapshot'''. Curtains that remain in other '''snapshots''' will still be treated as a single entity with respect to their properties.
+
For more information on the '''Pull method''' for adding a snapshot to the chart, please see the article at: [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] 7.15.1-72
  
3) The sub-command '''Delete: From all snapshots''' will remove all curtains from '''all snapshots'''.
+
The workflow for accomplishing this periodic process is shown below:
  
==Ordering Curtains==
+
<center>[[File:P71-7_7_2-71-(1)-11092021.png]]</center>
 +
<!--<center>P71-7_7_2-71-(1)-11092021.png</center>-->
  
Curtains may be ordered in the project view from '''front to back''' using the following the steps:
+
:1) Launch OnePager from the '''Standalone Icon'''.
  
1) As shown above, right-clicking on a curtain displays a '''context menu''' with several sub-commands including the '''Order''' sub-command.
+
:2) The splash page appears briefly followed by the One Pager '''Chart Editor''' form displaying the '''OnePager Pro Start''' form.
  
2) This sub-command operates in the same way as the '''Order''' sub-command provided for '''comment boxes, free boxes''', and the legend.
+
:3) Select the '''UPDATE''' button on the '''OnePager Pro Start''' form as shown below:
  
3) When the '''Order''' sub-command is used, the results with respect to the '''Z-Level''' positioning of the curtain will be displayed in '''all snapshots''' where the curtain is displayed.
+
<center>[[File:P70-7_7_2-70-(2)-08092019.png]]</center>
 +
<!--<center>P70-7_7_2-70-(2)-08092019.png</center>-->
  
==Adding Another Curtain==
+
:4) Clicking the '''UPDATE''' button displays a list of recently-used charts and the word '''BROWSE FILES…''' option.  Select the desired chart as shown above and OnePager accesses the OnePager choices ('''OPC''') form shown here:
  
Also shown above is the '''Add another…''' sub-command in the '''context menu''' displayed by right-clicking on a curtain. To add another curtain, follow the steps below:
+
<center>[[File:P71-7_7_1-71-(2A-1)-02182022.png]]</center>
 +
<!--<center>P71-7_7_1-71-(2A-1)-02182022.png</center>-->
  
1) Click the '''Add another…''' sub-command and OnePager will display the '''Curtain Properties''' form also shown below:
+
:5) Select the '''NEW snapshot at date:''' radio button and use the '''calendar''' dropdown list to select the '''date''' for this snapshot as shown here:
  
<center>[[File:P53-16_0_1-53-(3)-03182016.png]]</center>
+
<center>[[File:P71-7_7_1-71-(3-1)-02182022.png]]</center>
 +
<!--<center>P71-7_7_1-71-(3-1)-02182022.png</center>-->
  
2) Use the '''Curtain Properties''' form to configure the setting for the '''additional curtain''' as required.
+
:6) Then, click '''Next>''' or '''New''' depending on whether the '''Show column mappings''' checkbox is checked '''ON'''.  
  
3) Click the '''OK''' button when finished.
+
:7) OnePager takes the Microsoft Project '''source plan''' data under the control of the '''Flag/Number''' field and produce a '''new''' snapshot in the chart at the '''date''' selected.  
  
4) As with all uses of the '''Curtain Properties''' form, when you click the '''OK''' button the '''additional curtain''' will appear in '''all snapshots'''.
+
Once the updated chart is open, you can '''edit''', '''save''', and '''copy the chart''' to a Microsoft PowerPoint slide or elsewhere as described previously. When you '''save''' the chart, the newly created snapshot is stored in the chart’s '''.TAM''' file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct '''Flag''' setting.  The chart is designed to remember which '''Flag''' setting, so the updates are consistent unless you accidentally change the '''Flag'''.  A chart can contain as many snapshots as you like. When there are multiple '''Flag/Number''' fields in a Microsoft Project plan from which OnePager imports data, it’s a good idea to glance at the '''Flag''' setting before hitting the large '''New''' button.
  
==Putting A Curtain in Some Snapshots==
+
==OnePager Express Add-in Push Update==
  
The '''Curtain Properties''' form used to create a curtain puts the curtain in '''all snapshots'''.   
+
During the course of a project, work is accomplished, new tasks '''start''', other tasks are '''finished''', and, from time to time, '''dates''' are adjusted.  These occurrences are usually picked up as part of a regular reporting process.  When updated, the Microsoft Excel plan becomes the source for reporting schedule updates. OnePager uses the updated Microsoft Excel '''source plan''' to add snapshots to record how the project changes from reporting period to reporting period.   
  
===Procedure for Displaying Curtains in Some Snapshots===
+
One method that the OnePager '''Add-in''' uses is called the '''Push Update'''.  By '''push''' we mean that the updated Microsoft Excel plan is '''Pushed''' to OnePager.  This distinction is important since OnePager also enables the '''Pull Update''' method. 
  
1) There is no '''Attach to all snapshots''' checkbox in the '''Curtain Properties''' form as there is in the '''Create or edit comment box''' form.
+
For more information on the '''Pull method''' for adding a snapshot to the chart, please see the article at:  [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] 7.15.1-72
  
2) The recommend way to display a curtain in '''one or a select set of snapshots''' is to use this two step procedure:
+
The workflow for accomplishing this periodic process is shown below:
  
:(1) First create the curtain as desired which will make the curtain appear in '''all snapshots''' and
+
<center>[[File:X71-7_8_1-71-(1)-11092021.png]]</center>
 +
<!--<center>X71-7_8_1-71-(1)-11092021.png</center>-->
  
:(2) '''Delete''' the curtain individually from '''snapshots''' where the curtain should not appear.
+
:1) Launch Microsoft Excel and bring up a Microsoft Excel '''source plan''' containing updated information.  Launch OnePager Express from the Microsoft Excel tool bar.
  
===Reinstating Curtains in the Future===
+
:2) Launch OnePager and select the '''UPDATE''' button on the '''OnePager Express Start''' form as shown below:
  
Subsequent project demands may require you to later put the curtain in '''all snapshots'''.  To do this, just follow the steps below:
+
<center>[[File:X71-7_8_1-71-(2)-11092021.png]]</center>
 +
<!--<center>X71-7_8_1-71-(2)-11092021.png</center>-->
  
1) To put a curtain in '''all snapshots''', use the '''Put at all snapshots''' sub-command found in the right-click '''context menu''' for existing curtains as shown below:
+
:3) Clicking the '''UPDATE''' button displays a list of recently-used charts and the word '''BROWSE FILES…''' option.  Select the desired chart as shown above and OnePager accesses the OnePager choices ('''OPC''') form shown here:
  
<center>[[File:P52-16_-(6)-06042015.png]]</center>
+
<center>[[File:X71-7_8_1-71-(3-1)-02182022.png]]</center>
 +
<!--<center>X71-7_8_1-71-(3-1)-02182022.png</center>-->
  
2) After clicking the '''Put at all snapshots''' sub-command the selected curtain will appear in '''all snapshots'''.
+
:4) Select the '''NEW snapshot at date:''' radio button and use the calendar dropdown list to select the date for this snapshot as shown here:
  
3) By using the first procedure above, you can now selectively remove curtains from '''snapshots''' where they are not desired.
+
<center>[[File:X71-7_8_1-71-(4-1)-02182022.png]]</center>
 +
<!--<center>X71-7_8_1-71-(4-1)-02182022.png</center>-->
  
==Resizing a Curtain==
+
:5) Then, click '''Next>''' or '''New''' depending on whether the '''Show field mappings''' box is checked. OnePager takes the Microsoft Excel '''source plan''' data under the control of the '''flag''' field and produce a new snapshot in the chart at the date selected.
  
As described above, the '''width''' of a curtain in terms of its '''start and end dates''' can be edited through the '''Curtain Properties''' form.  
+
Once the updated chart is open, you can '''edit''', '''save''', and '''copy the chart''' to a Microsoft PowerPoint slide or elsewhere as described previously. When you save the chart, the newly created snapshot is stored in the chart’s '''.TAM''' file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct '''Flag''' setting.  The chart is designed to remember which '''Flag''' setting, so the updates are consistent unless you accidentally change the '''Flag'''.  A chart can contain as many snapshots as you like. When there are multiple '''Flag''' fields in a Microsoft Excel plan from which OnePager imports data, it’s a good idea to glance at the '''Flag''' setting before hitting the large '''New''' button.
  
The '''width''' of the curtain can also be manually edited in the project view.  To do this follow the steps described below:
+
==OnePager Express Standalone Push Update==
  
1) Select the curtain by left clicking within the curtain area in the project view. This will highlight the curtain and display a left and right grab box on the left and right border of the curtain.
+
During the course of a project, work is accomplished, new tasks '''start''', other tasks are '''finished''', and, from time to time, '''dates''' are adjusted. These occurrences are usually picked up as part of a regular reporting process. When updated, the Microsoft Excel plan becomes the source for reporting schedule updates.
  
2) Changes to the '''start and end dates''' for curtains can be done by using the '''curtain grab boxes''' on the left and right edge of the selected curtain. You can drag these edges to change the '''curtain boundaries''' as shown below:
+
OnePager uses the updated Microsoft Excel '''source plan''' to add snapshots to record how the project changes from reporting period to reporting period.  Once project views are created, they can be updated from the '''OnePager Express Start''' form by launching OnePager from the '''desktop icon''' and doing a '''push''' update.   By '''push''' we mean that the updated Microsoft Excel plan is '''Pushed''' to OnePager.  This distinction is important since OnePager also enables the '''Pull Update''' method. 
  
<center>[[File:P52-16_-(7)-06042015.png]]</center>
+
For more information on the '''Pull method''' for adding a snapshot to the chart, please see the article at:  [[ADDING a Snapshot via Pull Operation for Version 7.1 | ADDING a Snapshot via Pull Operation]] 7.15.1-71
  
3) Moving the mouse to the left or right will move the curtain’s edge as desired.
+
The workflow for accomplishing this periodic process is shown below:
  
4) In the example above, the right edge is moved to the right to increase the '''width''' of the curtain as shown below:
+
<center>[[File:X71-7_8_2-71-(1)-11092021.png]]</center>
 +
<!--<center>X71-7_8_2-71-(1)-11092021.png</center>-->
  
<center>[[File:P52-16_-(8)-06042015.png]]</center>
+
:1) Launch OnePager from the '''desktop icon'''.
  
==Selecting a Very Narrow Curtain in the Project View==
+
:2) The splash page appears briefly followed by the One Pager '''Project View Editor''' ('''PVE''') form displaying the '''OnePager Express Start''' form.
  
You may find it difficult to select a curtain that is '''very narrow'''. To select such a curtain we recommend the following:
+
:3) Select the '''UPDATE''' button on the '''OnePager Express Start''' form as shown below:
  
1) Position the mouse at the bottom of the screen (in the footer area) to the left of the curtain.
+
<center>[[File:X71-7_8_2-71-(2)-11092021.png]]</center>
 +
<!--<center>X71-7_8_2-71-(2)-11092021.png</center>-->
  
2) Hold the left mouse button down and drag the mouse upward and to the right until the '''lasso''' completely encloses the curtain.
+
:4) Clicking the '''UPDATE''' button displays a list of recently-used project views and the word '''BROWSE FILES…''' option.  Select the desired project view as shown above and OnePager accesses the OnePager choices ('''OPC''') form shown here:
  
3) When you release the left mouse button, the curtain will be selected.
+
<center>[[File:X71-7_8_1-71-(3-1)-02182022.png]]</center>
 +
<!--<center>X71-7_8_1-71-(3-1)-02182022.png</center>-->
  
4) You can now widen the curtain by dragging the '''handlebars''' cursor to the left or right as shown below:
+
:5) Select the '''NEW snapshot at date:''' radio button and use the calendar dropdown list to select the date for this snapshot as shown here:
  
<center>[[File:P53-16_0_1-53-(4)-03182016.png]]</center>
+
<center>[[File:X71-7_8_1-71-(4-1)-02182022.png]]</center>
 +
<!--<center>X71-7_8_1-71-(4-1)-02182022.png</center>-->
 +
 
 +
:6) Then, click '''Next>''' or '''New''' depending on whether the '''Show field mappings''' box is checked. OnePager takes the Microsoft Excel plan data under the control of the '''flag''' field and produce a new snapshot in the project view at the date selected.
 +
 
 +
Once the updated project view is open, you can '''edit''', '''save''', and '''copy the chart''' to a Microsoft PowerPoint slide or elsewhere as described previously.  When you save the project view, the newly created snapshot is stored in the project view’s '''.TAM''' file along with all its other snapshots.  Some care needs to be taken to make sure that the update uses the correct "Flag" setting. The chart is designed to remember which "Flag" setting it is using, so the updates are consistent unless you accidentally change the "flag" setting.  A chart can contain as many snapshots as you like. When there are multiple '''Flag''' fields in a Microsoft Excel plan from which OnePager imports data, it’s a good idea to glance at the '''Flag''' setting before hitting the large '''New''' button.
 +
 
 +
==OnePager Bundle Add-in Push Update==
 +
 
 +
OnePager Bundle '''Add-in''' supports  '''ADDING a Snapshot using the Push Update''' for charts created from Microsoft Project or Microsoft Excel ''' source plans'''.  The procedures and workflow for '''ADDING a Snapshot''' to these charts using the '''Push Update''' is the same as '''ADDING a Snapshot''' to charts originally created by OnePager Pro '''Add-in''' or OnePager Express '''Add-in'''.  Accordingly, the instructions for '''ADDING a Snapshot''' to charts built from Microsoft Project or Microsoft Excel using the '''Push Update''' can be found at these two links respectively:
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Pro Add-in Push Update | OnePager Pro Add-in Push Update]] 7.7.1-72
 +
|-
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Express Add-in Push Update | OnePager Express Add-in Push Update]] 7.7.1-72
 +
|}
 +
</center>
 +
 
 +
==OnePager Bundle Standalone Push Update==
 +
 
 +
OnePager Bundle '''Standalone''' supports '''ADDING a Snapshot''' to charts created originally from Microsoft Project, Microsoft Excel, Oracle Primavera P6, and Smartsheet '''source plans'''.
 +
 
 +
===Using OnePager Bundle to ADD a Snapshot to Charts Created from Microsoft Project or Microsoft Excel using the Push Update===
 +
 
 +
The '''procedures''' and workflow for '''ADDING a Snapshot''' to charts originally created from Microsoft Project or Microsoft Excel '''source plans''' is the same as '''push updating''' a chart originally created by OnePager Pro '''Standalone''' or OnePager Express '''Standalone'''.  Accordingly, the instructions for '''Push Updating''' charts built from Microsoft Project or Microsoft Excel can be found at these two links respectively:
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Pro Standalone Push Update | OnePager Pro Standalone Push Update]] 7.7.1-72
 +
|-
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Express Standalone Push Update | OnePager Express Standalone Push Update]] 7.7.1-72
 +
|}
 +
</center>
 +
 
 +
===Using OnePager Bundle to ADD a Snapshot to Charts Created from Oracle Primavera P6 using the Push Update===
 +
 
 +
The power of '''OnePager''' is illustrated when, after a period of progress on the project, it is time to produce another chart.  '''OnePager''' produces your next snapshot with the same look and feel as the original assuming that the Oracle Primavera P6 '''source plan''' was updated with '''actual start and finish, percent complete''', and other relevant data during the reporting interval. '''OnePager''' can easily generate a new snapshot. 
 +
 
 +
Suppose we have the original chart we created and we want to create another graph from the updated Oracle Primavera P6 '''source plan''' on later on in the project.  A portion of the original chart is shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(20-2)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(20-2)-10152021.png</center>-->
 +
 
 +
Before creating a new snapshot to show updates to the plan, we need to update the Oracle Primavera P6 '''source plan''' say by updating the '''Percent Complete''' for activities that have progressed to , say, 50%.  When the '''source plan''' is updated with this revised information and '''exported''', we can proceed. Launch '''OnePager''' and click the '''UPDATE''' button on the '''OnePager Bundle Start''' form. Doing so accesses the following '''OnePager choices''' ('''OPC''') form shown here:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(20A-2)-02252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(20A-2)-02252022.png</center>-->
 +
 
 +
In the '''OPC''' form, select the '''NEW snapshot at date:''' as shown above.  You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time.  To see which snapshot dates already exist, just position your mouse over the '''NEW snapshot at date:''' window to see a list of the existing dates. 
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(20B-2)-02252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(20B-2)-02252022.png</center>-->
 +
 
 +
You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(20C-2)-02252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(20C-2)-02252022.png</center>-->
 +
 
 +
Un-check the '''Show field mappings''' checkbox '''OFF''' if you want to use the same '''field mappings''' as you used before. The bottom of the screen now looks like this:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(26)-06072021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(26)-06072021.png</center>-->
 +
 
 +
Pressing the large '''New''' button creates a new snapshot for the chart.  The chart opens at the new snapshot. The '''color''', '''fonts''', '''title''', and '''swimlane''' assignments are consistent between the two snapshots:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(20D)-06072021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(20D)-06072021.png</center>-->
 +
 
 +
You can go back and forth between the two snapshots by using the '''snapshot forward/backward''' buttons on the '''View''' ribbon tool bar tab as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(20E-1)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(20E-1)-10152021.png</center>-->
 +
 
 +
===Using OnePager Bundle to ADD a Snapshot to Charts Created from Smartsheet using the Push Update===
 +
 
 +
The power of '''OnePager''' is illustrated when, after a period of progress on the project, it is time to produce another chart.  '''OnePager''' produces your next snapshot with the same look and feel as the original assuming that the Smartsheet '''source plan''' was updated with '''actual start and finish, percent complete''', and other relevant data during the reporting interval, '''OnePager''' can easily generate a new snapshot. 
 +
 
 +
Suppose we have the original chart we created and we want to create another graph from the updated Smartsheet '''source plan''' on later on in the project.  The original chart is shown below:
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(11A-2)-10282021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(11A-2)-10282021.png</center>-->
 +
 
 +
Before creating a new snapshot to show updates to the plan, we need to update the Smartsheet '''source plan''' say by updating the '''Percent Complete''' for tasks that have progressed to , say, 95%.  After the Smartsheet '''source plan''' is updated, it looks like this
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(11B-1)-06102021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(11B-1)-06102021.png</center>-->
 +
 
 +
When the '''source plan''' is updated with this revised information, we can proceed. Launch '''OnePager''' and click the '''UPDATE''' button on the '''OnePager Bundle Start''' form. Doing so accesses the following '''OnePager choices''' ('''OPC''') form shown here:
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(20A-2)-12062021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(20A-2)-12062021.png</center>-->
 +
 
 +
In the '''OPC''' form select the '''NEW snapshot at date:''' as shown above.  You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time.  To see which snapshot dates already exist, just position your mouse over the '''NEW snapshot at date:''' window to see a list of the existing dates. 
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(20B-2)-12062021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(20B-2)-12062021.png</center>-->
 +
 
 +
You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(20C-2)-12062021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(20C-2)-12062021.png</center>-->
 +
 
 +
Un-check the '''Show field mappings''' checkbox '''OFF''' if you want to use the same '''field mappings''' as you used before. The bottom of the screen now looks like this:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(26)-06072021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(26)-06072021.png</center>-->
 +
 
 +
Pressing the large '''New''' button creates a new snapshot for the chart.  The chart opens at the new snapshot. The '''color''', '''fonts''', '''title''', and '''swimlane''' assignments are consistent between the two snapshots:
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(20D-1)-06102021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(20D-1)-06102021.png</center>-->
 +
 
 +
You can go back and forth between the two snapshots by using the '''snapshot forward/backward''' buttons on the '''View''' ribbon tool bar tab as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(20E-2)-10282021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(20E-2)-10282021.png</center>-->
  
 
==Related Links==
 
==Related Links==
[[Creating and Managing Comment Boxes for OnePager Live Beta 2 | Creating and Managing Comment Boxes]] 13.0.1-OPL2
 
  
[[Creating and Managing Free Boxes for OnePager Live Beta 2 | Creating and Managing Free Boxes]] 14.0.1-OPL2
+
[[Using Microsoft Project/Excel Source Plans with OnePager Bundle Version 7.2 | Using Microsoft Project/Excel Source Plans with OnePager Bundle]] 3.0.3.2-72
 +
 
 +
[[Using Oracle Primavera P6 Source Plans with OnePager Version 7.2 | Using Oracle Primavera P6 Source Plans with OnePager]] 3.0.3.1-72
 +
 
 +
[[Using Smartsheet Source Plans with OnePager Version 7.2 | Using Smartsheet Source Plans with OnePager]] 3.0.3.3-72
 +
 
 +
[[Creating a NEW Chart via Pull Operation Feature for Version 7.1 | Creating a NEW Chart via Pull Operation Feature]] 7.13.1-71
 +
 
 +
[[REPLACING a Snapshot via Pull Operation for Version 7.1 | REPLACING a Snapshot via Pull Operation]] 7.14.1-71
 +
 
 +
[[ADDING a Snapshot via Pull Operation for Version 7.1 | ADDING a Snapshot via Pull Operation]] 7.15.1-71
 +
 
 +
[[Custom Update (Replacing) of a Snapshot via Pull Operation for Version 7.1 | Custom Update (Replacing) of a Snapshot via Pull Operation]] 7.16.1-71
 +
 
 +
[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-71
  
(16.0.1-OPL2)
+
(7.7.1-72)
  
[[Category:OnePagaer Live]]
+
[[Category:Version 7.2]]
[[Category:Editing a Project View]]
+
[[Category:Add-in]]
[[Category:Curtains]]
+
[[Category:Standalone]]
[[Category:Ribbon]]
+
[[Category:Basic Workflows]]
 +
[[Category:Template Properties Form]]
 +
[[Category:Chart Properties Form]]
 +
[[Category:OnePager Choices Form]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
[[Category:Project Views]]
+
[[Category:Charts]]
[[Category:Templates]]
+
[[Category:Microsoft Project]]
[[Category:Project-View Properties Form]]
+
[[Category:Microsoft Excel]]
[[Category:MS Project]]
+
[[Category:Smartsheet]]
[[Category:MS Excel]]
+
[[Category:Oracle Primavera P6]]
 +
[[Category:OnePager Pro]]
 +
[[Category:OnePager Express]]
 +
[[Category:OnePager Bundle]]

Revision as of 16:09, 31 May 2022

Introduction

This article has six (6) major sections below. The first and second major sections are associated with OnePager Pro Add-in and Standalone, respectively. The third and fourth major sections are are associated with OnePager Express Add-in and Standalone, respectively. The last two major sections are for OnePager Bundle users. These last two section direct you to the appropriate portions of this article where you can find the instructions for ADDING a Snapshot to a chart previously created from any one of the source plans supported by OnePager Bundle (i.e., Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet).

Please use the table below to accesses the desired sub-section:

OnePager Pro Add-in Push Update 7.7.1-72
OnePager Pro Standalone Push Update 7.7.1-72
OnePager Express Add-in Push Update 7.7.1-72
OnePager Express Standalone Push Update 7.7.1-72
OnePager Bundle Add-in Push Update 7.7.1-72
OnePager Bundle Standalone Push Update 7.7.1-72

OnePager Pro Add-in Push Update

During the course of a project, work is accomplished, new tasks start, other tasks finish, and, from time to time, dates are adjusted. These changes are usually picked up as part of a regular reporting process. When updated, the Microsoft Project source plan becomes the source for reporting schedule updates.

OnePager uses the updated Microsoft Project source plan to add snapshots to record how the project progresses between reporting periods. One method that the OnePager Add-in uses is called the Push Update. By push we mean that the updated Microsoft Project source plan is Pushed to OnePager Pro.

This distinction is important since OnePager also enables the Pull Update method where OnePager Pro loads the updated source plan file before processing the updates.

For more information on the Pull method of adding a snapshot to the chart, please see the article at: ADDING a Snapshot via Pull Operation 7.15.1-72

The workflow for accomplishing this periodic process is shown below:

P71-7 7 1-71-(1)-11092021.png
1) Launch Microsoft Project and access a Microsoft Project source plan containing updated information.
2) Launch OnePager Pro from the Microsoft Project ADD-IN ribbon tool bar tab.
3) Select the UPDATE button on the OnePager Pro Start form as shown below:
P70-7 7 1-70-(2)-08092019.png
4) Clicking the UPDATE button displays a list of recently-used charts and the word BROWSE FILES… option. Select the desired chart as shown above and OnePager accesses the OnePager choices (OPC) form shown here:
P71-7 7 1-71-(2A-1)-02082022.png
5) Select the NEW snapshot at date: radio button and use the calendar dropdown list to select the date for this snapshot as shown here:
P71-7 7 1-71-(3-1)-02082022.png
6) Then, click Next> or New depending on whether the Show field mappings checkbox is checked ON. OnePager takes the Microsoft Project source plan data under the control of the Flag/Number field and produce a new snapshot in the chart at the date selected.

Once the updated chart is open, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. When you save the chart, the newly created snapshot is stored in the chart’s .TAM file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct Flag setting. A chart can contain as many snapshots as you like. The chart is designed to remember which Flag setting, so the updates are consistent unless you accidentally change the Flag. When there are multiple Flag/Number fields in a Microsoft Project source plan from which OnePager imports data, it’s a good idea to glance at the Flag setting before hitting the large New button.

OnePager Pro Standalone Push Update

During the course of a project, work is accomplished, new tasks start, other tasks finish, and, from time to time, dates are adjusted. These changes are usually picked up as part of a regular reporting process. When updated, the Microsoft Project source plan becomes the source for reporting schedule updates.

OnePager uses the updated Microsoft Project source plan to add snapshots to record how the project progresses between reporting periods. Once charts are created, they can be updated from the OnePager Pro Start form by launching OnePager from the Standalone Icon and doing a Push Update. By push we mean that the updated Microsoft Project source plan is Pushed to OnePager. This distinction is important since OnePager also enables the Pull Update method.

For more information on the Pull method for adding a snapshot to the chart, please see the article at: ADDING a Snapshot via Pull Operation 7.15.1-72

The workflow for accomplishing this periodic process is shown below:

P71-7 7 2-71-(1)-11092021.png
1) Launch OnePager from the Standalone Icon.
2) The splash page appears briefly followed by the One Pager Chart Editor form displaying the OnePager Pro Start form.
3) Select the UPDATE button on the OnePager Pro Start form as shown below:
P70-7 7 2-70-(2)-08092019.png
4) Clicking the UPDATE button displays a list of recently-used charts and the word BROWSE FILES… option. Select the desired chart as shown above and OnePager accesses the OnePager choices (OPC) form shown here:
P71-7 7 1-71-(2A-1)-02182022.png
5) Select the NEW snapshot at date: radio button and use the calendar dropdown list to select the date for this snapshot as shown here:
P71-7 7 1-71-(3-1)-02182022.png
6) Then, click Next> or New depending on whether the Show column mappings checkbox is checked ON.
7) OnePager takes the Microsoft Project source plan data under the control of the Flag/Number field and produce a new snapshot in the chart at the date selected.

Once the updated chart is open, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. When you save the chart, the newly created snapshot is stored in the chart’s .TAM file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct Flag setting. The chart is designed to remember which Flag setting, so the updates are consistent unless you accidentally change the Flag. A chart can contain as many snapshots as you like. When there are multiple Flag/Number fields in a Microsoft Project plan from which OnePager imports data, it’s a good idea to glance at the Flag setting before hitting the large New button.

OnePager Express Add-in Push Update

During the course of a project, work is accomplished, new tasks start, other tasks are finished, and, from time to time, dates are adjusted. These occurrences are usually picked up as part of a regular reporting process. When updated, the Microsoft Excel plan becomes the source for reporting schedule updates. OnePager uses the updated Microsoft Excel source plan to add snapshots to record how the project changes from reporting period to reporting period.

One method that the OnePager Add-in uses is called the Push Update. By push we mean that the updated Microsoft Excel plan is Pushed to OnePager. This distinction is important since OnePager also enables the Pull Update method.

For more information on the Pull method for adding a snapshot to the chart, please see the article at: ADDING a Snapshot via Pull Operation 7.15.1-72

The workflow for accomplishing this periodic process is shown below:

X71-7 8 1-71-(1)-11092021.png
1) Launch Microsoft Excel and bring up a Microsoft Excel source plan containing updated information. Launch OnePager Express from the Microsoft Excel tool bar.
2) Launch OnePager and select the UPDATE button on the OnePager Express Start form as shown below:
X71-7 8 1-71-(2)-11092021.png
3) Clicking the UPDATE button displays a list of recently-used charts and the word BROWSE FILES… option. Select the desired chart as shown above and OnePager accesses the OnePager choices (OPC) form shown here:
X71-7 8 1-71-(3-1)-02182022.png
4) Select the NEW snapshot at date: radio button and use the calendar dropdown list to select the date for this snapshot as shown here:
X71-7 8 1-71-(4-1)-02182022.png
5) Then, click Next> or New depending on whether the Show field mappings box is checked. OnePager takes the Microsoft Excel source plan data under the control of the flag field and produce a new snapshot in the chart at the date selected.

Once the updated chart is open, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. When you save the chart, the newly created snapshot is stored in the chart’s .TAM file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct Flag setting. The chart is designed to remember which Flag setting, so the updates are consistent unless you accidentally change the Flag. A chart can contain as many snapshots as you like. When there are multiple Flag fields in a Microsoft Excel plan from which OnePager imports data, it’s a good idea to glance at the Flag setting before hitting the large New button.

OnePager Express Standalone Push Update

During the course of a project, work is accomplished, new tasks start, other tasks are finished, and, from time to time, dates are adjusted. These occurrences are usually picked up as part of a regular reporting process. When updated, the Microsoft Excel plan becomes the source for reporting schedule updates.

OnePager uses the updated Microsoft Excel source plan to add snapshots to record how the project changes from reporting period to reporting period. Once project views are created, they can be updated from the OnePager Express Start form by launching OnePager from the desktop icon and doing a push update. By push we mean that the updated Microsoft Excel plan is Pushed to OnePager. This distinction is important since OnePager also enables the Pull Update method.

For more information on the Pull method for adding a snapshot to the chart, please see the article at: ADDING a Snapshot via Pull Operation 7.15.1-71

The workflow for accomplishing this periodic process is shown below:

X71-7 8 2-71-(1)-11092021.png
1) Launch OnePager from the desktop icon.
2) The splash page appears briefly followed by the One Pager Project View Editor (PVE) form displaying the OnePager Express Start form.
3) Select the UPDATE button on the OnePager Express Start form as shown below:
X71-7 8 2-71-(2)-11092021.png
4) Clicking the UPDATE button displays a list of recently-used project views and the word BROWSE FILES… option. Select the desired project view as shown above and OnePager accesses the OnePager choices (OPC) form shown here:
X71-7 8 1-71-(3-1)-02182022.png
5) Select the NEW snapshot at date: radio button and use the calendar dropdown list to select the date for this snapshot as shown here:
X71-7 8 1-71-(4-1)-02182022.png
6) Then, click Next> or New depending on whether the Show field mappings box is checked. OnePager takes the Microsoft Excel plan data under the control of the flag field and produce a new snapshot in the project view at the date selected.

Once the updated project view is open, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. When you save the project view, the newly created snapshot is stored in the project view’s .TAM file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct "Flag" setting. The chart is designed to remember which "Flag" setting it is using, so the updates are consistent unless you accidentally change the "flag" setting. A chart can contain as many snapshots as you like. When there are multiple Flag fields in a Microsoft Excel plan from which OnePager imports data, it’s a good idea to glance at the Flag setting before hitting the large New button.

OnePager Bundle Add-in Push Update

OnePager Bundle Add-in supports ADDING a Snapshot using the Push Update for charts created from Microsoft Project or Microsoft Excel source plans. The procedures and workflow for ADDING a Snapshot to these charts using the Push Update is the same as ADDING a Snapshot to charts originally created by OnePager Pro Add-in or OnePager Express Add-in. Accordingly, the instructions for ADDING a Snapshot to charts built from Microsoft Project or Microsoft Excel using the Push Update can be found at these two links respectively:

OnePager Pro Add-in Push Update 7.7.1-72
OnePager Express Add-in Push Update 7.7.1-72

OnePager Bundle Standalone Push Update

OnePager Bundle Standalone supports ADDING a Snapshot to charts created originally from Microsoft Project, Microsoft Excel, Oracle Primavera P6, and Smartsheet source plans.

Using OnePager Bundle to ADD a Snapshot to Charts Created from Microsoft Project or Microsoft Excel using the Push Update

The procedures and workflow for ADDING a Snapshot to charts originally created from Microsoft Project or Microsoft Excel source plans is the same as push updating a chart originally created by OnePager Pro Standalone or OnePager Express Standalone. Accordingly, the instructions for Push Updating charts built from Microsoft Project or Microsoft Excel can be found at these two links respectively:

OnePager Pro Standalone Push Update 7.7.1-72
OnePager Express Standalone Push Update 7.7.1-72

Using OnePager Bundle to ADD a Snapshot to Charts Created from Oracle Primavera P6 using the Push Update

The power of OnePager is illustrated when, after a period of progress on the project, it is time to produce another chart. OnePager produces your next snapshot with the same look and feel as the original assuming that the Oracle Primavera P6 source plan was updated with actual start and finish, percent complete, and other relevant data during the reporting interval. OnePager can easily generate a new snapshot.

Suppose we have the original chart we created and we want to create another graph from the updated Oracle Primavera P6 source plan on later on in the project. A portion of the original chart is shown below:

P71-3 0 3 1-71-(20-2)-10152021.png

Before creating a new snapshot to show updates to the plan, we need to update the Oracle Primavera P6 source plan say by updating the Percent Complete for activities that have progressed to , say, 50%. When the source plan is updated with this revised information and exported, we can proceed. Launch OnePager and click the UPDATE button on the OnePager Bundle Start form. Doing so accesses the following OnePager choices (OPC) form shown here:

P71-3 0 3 1-71-(20A-2)-02252022.png

In the OPC form, select the NEW snapshot at date: as shown above. You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time. To see which snapshot dates already exist, just position your mouse over the NEW snapshot at date: window to see a list of the existing dates.

P71-3 0 3 1-71-(20B-2)-02252022.png

You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:

P71-3 0 3 1-71-(20C-2)-02252022.png

Un-check the Show field mappings checkbox OFF if you want to use the same field mappings as you used before. The bottom of the screen now looks like this:

P71-3 0 3 1-71-(26)-06072021.png

Pressing the large New button creates a new snapshot for the chart. The chart opens at the new snapshot. The color, fonts, title, and swimlane assignments are consistent between the two snapshots:

P71-3 0 3 1-71-(20D)-06072021.png

You can go back and forth between the two snapshots by using the snapshot forward/backward buttons on the View ribbon tool bar tab as shown below:

P71-3 0 3 1-71-(20E-1)-10152021.png

Using OnePager Bundle to ADD a Snapshot to Charts Created from Smartsheet using the Push Update

The power of OnePager is illustrated when, after a period of progress on the project, it is time to produce another chart. OnePager produces your next snapshot with the same look and feel as the original assuming that the Smartsheet source plan was updated with actual start and finish, percent complete, and other relevant data during the reporting interval, OnePager can easily generate a new snapshot.

Suppose we have the original chart we created and we want to create another graph from the updated Smartsheet source plan on later on in the project. The original chart is shown below:

P71-3 0 3 3-71-(11A-2)-10282021.png

Before creating a new snapshot to show updates to the plan, we need to update the Smartsheet source plan say by updating the Percent Complete for tasks that have progressed to , say, 95%. After the Smartsheet source plan is updated, it looks like this

P71-3 0 3 3-71-(11B-1)-06102021.png

When the source plan is updated with this revised information, we can proceed. Launch OnePager and click the UPDATE button on the OnePager Bundle Start form. Doing so accesses the following OnePager choices (OPC) form shown here:

P71-3 0 3 3-71-(20A-2)-12062021.png

In the OPC form select the NEW snapshot at date: as shown above. You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time. To see which snapshot dates already exist, just position your mouse over the NEW snapshot at date: window to see a list of the existing dates.

P71-3 0 3 3-71-(20B-2)-12062021.png

You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:

P71-3 0 3 3-71-(20C-2)-12062021.png

Un-check the Show field mappings checkbox OFF if you want to use the same field mappings as you used before. The bottom of the screen now looks like this:

P71-3 0 3 1-71-(26)-06072021.png

Pressing the large New button creates a new snapshot for the chart. The chart opens at the new snapshot. The color, fonts, title, and swimlane assignments are consistent between the two snapshots:

P71-3 0 3 3-71-(20D-1)-06102021.png

You can go back and forth between the two snapshots by using the snapshot forward/backward buttons on the View ribbon tool bar tab as shown below:

P71-3 0 3 3-71-(20E-2)-10282021.png

Related Links

Using Microsoft Project/Excel Source Plans with OnePager Bundle 3.0.3.2-72

Using Oracle Primavera P6 Source Plans with OnePager 3.0.3.1-72

Using Smartsheet Source Plans with OnePager 3.0.3.3-72

Creating a NEW Chart via Pull Operation Feature 7.13.1-71

REPLACING a Snapshot via Pull Operation 7.14.1-71

ADDING a Snapshot via Pull Operation 7.15.1-71

Custom Update (Replacing) of a Snapshot via Pull Operation 7.16.1-71

Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-71

(7.7.1-72)