Difference between pages "Editing Text Columns or Swimlane Labels for Version 7.0" and "Testing Article1"

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=Editing Text Columns and Swimlane Labels for Version 7.0 (P70-12_3_1-70-07232020)=
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==Introduction==
  
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==Overview==
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This article is divided into two major sections below.  The first major section is for OnePager Pro Add-in and the second major section is for OnePager Pro Desktop.  Please use this link to skip the OnePager Pro Add-in section immediately below to go to the OnePager Pro Desktop section at: [[Testing Article1#Overview Flow Chart for OnePager Pro Desktop | Overview Flow Chart for OnePager Pro Desktop]].
  
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1) When '''text column cells '''and '''swimlane level cells''' appear in the chart their contents are determined by data '''imported '''from your Microsoft Project or Microsoft Excel '''source plan'''.
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==Overview Flow Chart for OnePager Pro Add-in==
  
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2) It may be necessary on occasion to '''edit''' the contents of these '''cells''' to support your schedule presentation goals and objectives.
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<center>[[File:P70-7_1_1-70-(1)-08052019.png]]</center>
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<!--<center>P70-7_1_1-70-(1)-08052019.png</center>-->
  
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3) It is not necessary to go back to your '''source plan '''and change the data and '''re-import''' that data to change '''text column cell labels '''or '''swimlane level cell labels'''; changes can be made to individual or a set of selected '''cells''' in the '''Chart Editor'''.
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===Procedure===
  
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4) Within the '''Chart Editor''', you can use the '''text column''' right-click '''context menu’s''' '''Edit text''' and '''Properties … '''commands or the '''swimlane level '''right-click '''context menu’s''' '''Edit swimlane label '''and '''Properties … '''commands to edit '''labels''' as well as other '''label properties'''.
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====Preparing the Microsoft Project Source Plan====
  
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5) For more information on using the '''text column cell label '''or '''swimlane level cell label properties''', please see the articles at:  
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Launch Microsoft Project and access the required Microsoft Project '''source plan'''. Set the '''Flags/Numbers''' field into the Microsoft Project '''source plan'''. This is the '''flag''' that OnePager uses to determine which tasks and milestones to '''import'''.  Determine which of the tasks and milestones are to be included and set the '''Flags/Numbers''' field cell to '''Yes''' for these while leaving the remainder of the task's and milestone's '''Flag''' field set to '''No''', '''0''', or blank.
  
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<center>
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====Launching OnePager Pro Add-In====
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{| class="wikitable"
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| [[Editing Row Properties for Version 7.0 | Editing Row Properties]] 12.22.1-70 
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|-
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| [[Editing Swimlane Properties for Version 7.0 | Editing Row Swimlane Properties]] 12.23.1-70
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|-
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|}
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</center>
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6) In addition to '''editing text column cell labels '''and '''swimlane level cell labels''' using the right-click '''context menu''' commands, you can '''edit Font properties''' and '''Alignment settings''' of '''text column cell labels '''and '''swimlane level cell labels''' using controls on the OnePager '''Home '''ribbon tool bar tab’s '''Font''' and '''Alignment''' control groups.
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Click the '''OnePager''' button on the Microsoft Project '''ADD-INS''' ribbon tool bar tab to launch OnePager Pro at the '''OnePager Pro Start''' form.  
  
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7) Since being able to '''edit text column '''and '''swimlane level cells''' requires first selecting the '''cells''' to '''edit''', it may be beneficial to review the sections on '''selection methods for text column cells and swimlane level cells '''at: [[About OnePager's Rows and Swimlanes#Selection Methods Available for Multiple Text Columns | Selection Methods Available for Multiple Text Columns]] 12.0.2-70 and [[About OnePager's Rows and Swimlanes#Selection Methods Available for Multiple Swimlane Levels | Selection Methods Available for Multiple Swimlane Levels]] 12.0.2-70.
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<center>[[File:P70-7_1_1-70-(2)-08052019.png]]</center>
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<!--<center>P70-7_1_1-70-(2)-08052019.png</center>-->
  
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8) Whenever you make a change to a '''text column cell '''or '''swimlane level cell''',''' '''the '''edited cell''' becomes a '''maverick'''.
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If you need to adjust settings in the OnePager current '''Template Properties''' form before launching OnePager Pro, click the '''Template...''' button on the Micosoft Project '''ADD-INS''' ribbon tool bar tab accesses a window with the '''Template Properties'''  form which can be '''edited''' and '''saved'''.  
  
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==Editing Text Column Cell Labels==
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<center>[[File:P70-7_1_1-70-(3)-05042020.png]]</center>
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<!--<center>P70-7_1_1-70-(3)-05042020.png</center>-->
  
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===Editing Individual Text Column Cell Labels Using the Edit text Form===
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The '''Template Properties''' form is very similar to the OnePager '''Chart Properties''' form which is described elsewhere.  Once the desired '''edits''' to the current '''Template Properties''' form are made, '''save''' the '''Template Properties'''  form and return to paragraph 5) above. At the completion of paragraph 5) when you click the '''NEW''' button, OnePager accesses the '''OnePager choices''' ('''OPC''') form as shown below:
  
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1) For the purpose of illustration, we’ll use the OnePager Pro chart below containing three '''swimlane levels''' and two '''text columns''':
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<center>[[File:P70-7_1_1-70-(4)-08052019.png]]</center>
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<!--<center>P70-7_1_1-70-(4)-08052019.png</center>-->
  
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<center>[[File:P70-12_13_1-(17)-07162020.png]]</center>
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It is recommended that the '''chart name''' selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the '''Select Tasks with ‘YES’ in field:''' is showing '''Flag20''' as a default.  Most users select '''Flag20''' to tell OnePager which tasks and milestones to '''import''' but any of the 20 '''Flag''' fields or any of the 20 '''Number''' fields can be used. It is important that the '''Flag''' field number represented in this window correspond to the '''Flag''' field containing the '''Yes''' and '''No''' data placed in the Microsoft Project '''source plan'''.  
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<center>P70-12_13_1-(17)-07162020.png</center>
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2) To '''edit''' the '''label''' of an individual '''text column cell''', right-click the '''text column cell''' to access the '''text column''' right-click '''context menu''' shown below:
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The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the chart you are about to create. If the '''date created''' by OnePager does not reflect the '''status date''' required, change the '''date''' by using the '''calendar''' dropdown window. As the '''source plan''' changes later on, you can create additional snapshots to show changes consistently.
  
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<center>[[File:P70-12_3_1-(1)-07222020.png]]</center>
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Finally, note that the '''Show field mappings''' checkbox is checked '''ON''' as shown above. Checking this checkbox '''ON''' and pressing the '''Next>''' button takes you to the second page of the '''OPC''' form shown below:
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<center> P70-12_3_1-(1)-07222020.png</center>
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3) After accessing the '''text column''' right-click '''context menu''', click the '''Edit text''' command shown above to access the '''Enter text '''form and its '''Enter text''' window that contains the current contents of the selected '''text column cell''' as shown here:
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<center>[[File:P70-7_1_1-70-(5)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(5)-08052019.png</center>-->
  
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<center>[[File:P70-12_3_1-(2)-07222020.png]]</center>
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This form allows you to '''edit''' which Microsoft Project '''source plan''' fields are used for various purposes such as the '''Start''' field and the '''Color by''' field. The '''Edit current template''' button also gives you a second opportunity to '''edit''' many more initial properties of the chart by accessing the current '''Template Properties''' form.  Once these choices are confirmed or '''edited''', click the '''Create new chart''' button and OnePager '''imports''' the '''flagged data''' and creates the chart.
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<center> P70-12_3_1-(2)-07222020.png</center>
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4) To change the contents of the selected '''text column cell''' using the above '''Enter text''' form, type in the desired '''text''' into the '''Enter text '''window and click the '''OK''' button when finished.
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Once the chart is created, you can '''edit''' by right-clicking task bars and milestone symbols and using the context menus commands.  You can also left-click on task bars and milestone symbols and use the '''editing Icons''' on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from '''row to row''' in the chart. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the OnePager '''Home''' ribbon tool bar tab and then '''paste''' the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document.  If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can '''save''' all charts and snapshots after '''editing'''.
  
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<center>[[File:P70-12_3_1-(3)-07222020.png]]</center>
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==Overview Flow Chart for OnePager Pro Desktop==
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<center> P70-12_3_1-(3)-07222020.png</center>
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5) After clicking '''OK''' button on the '''Enter text''' form, the selected '''text column cell''' remains selected and the '''text''' in the '''cell''' is changed as shown below:
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<center>[[File:P70-7_1_2-70-(1)-08052019.png]]</center>
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<!--<center>P70-7_1_2-70-(1)-08052019.png</center> -->
  
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<center>[[File:P70-12_3_1-(4)-07222020.png]]</center>
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===Procedure===
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<center> P70-12_3_1-(4)-07222020.png</center>
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===Editing Multiple Text Column Cell Labels Using the Edit text Form===
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====Preparing The Microsoft Project Source Plan====
  
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6) Editing the '''text column cell labels''' of multiple '''text column cells''' is similar to '''editing''' an individual '''text column cell’s label''' except that more '''cells''' are selected and the change made in the '''Edit text''' form’s window is applied to all selected '''cells'''.
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After launching Microsoft Project with your desired '''source plan''', set '''Flags/Numbers''' field into the Microsoft Project '''source plan'''. This is the '''Flag''' that OnePager uses to determine which tasks and milestones to '''import'''.  Determine which of the tasks and milestones are to be included and set the '''Flags/Numbers''' field cell to '''Yes''' for these while leaving the remainder of the task's and milestone's '''Flag''' field set to '''No''', '''0''', or blank. At this point your Microsoft Project '''source plan''' can be '''saved''' and '''closed'''.  The '''Desk top''' version of OnePager Pro does not require that the Microsoft Project '''source plan''' be launched first.  The part of the procedure described above are in preparation  for using the '''Desk top''' version of OnePager Pro.
  
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7) If we select a sequence of '''text column cells''' using the '''SHIFT+Left-Click '''method to select the '''cells''', right-click in one of the selected '''cells''' to access the '''text column''' right-click '''context menu''', and then click the '''Edit text''' command, the chart looks like this:
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====Launching OnePager Pro Desktop====
  
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<center>[[File:P70-12_3_1-(5)-07222020.png]]</center>
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Launch OnePager from the '''Desktop Icon'''. The OnePager '''splash page''' appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Pro Start''' form as shown below:
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<center> P70-12_3_1-(5)-07222020.png</center>
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8) Changing the '''text''' in the '''Edit text''' window to '''“Started”''' and clicking the '''OK''' button on the form, changes the '''text''' in the selected '''text column cells''' as shown below:
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<center>[[File:P70-7_1_2-70-(2)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(2)-08052019.png</center> -->
  
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<center>[[File:P70-12_3_1-(6)-07222020.png]]</center>
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At the completion of paragraph 6) when you click the “NEW” button, OnePager displays an abbreviated '''OnePager choices''' ('''OPC''') form.
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<center> P70-12_3_1-(6)-07222020.png</center>
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9) The same results as shown above can be achieved when individual '''text column cells''' are selected to become a set of multiple '''text column cells''' using the '''CTL+Left-Click''' selection method.
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<center>[[File:P70-7_1_2-70-(3)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(3)-08052019.png</center> -->
  
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==Editing Swimlane Level Cell Labels==
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When you click the '''Select''' button shown above, OnePager then provides a dropdown menu for you to either choose to use the '''BROWSE FILES...''' to select a '''source plan''' or click the '''RECENT MS Project Files...''' option to access Microsoft Project Server '''source files''' as shown above. Clicking the '''BROWSE FILES…''' option as shown above accesses a Windows '''Open''' form where you can select a Microsoft Project '''source plan''' to load as shown here:
  
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1) In the illustrations above for '''editing text column cell labels''', you are able to select individual '''text column''' or multiple '''text column cells''' and use the '''Edit text''' form to change the selected '''cell’s labels'''.
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<center>[[File:P70-7_1_2-70-(4)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(4)-08052019.png</center> -->
  
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2) The same process can be used for changing the '''labels''' on individual '''swimlane level cells''' or multiple '''swimlane level cells''' depending on the selection method you use.
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When you click the '''Open''' button on the Windows '''Open''' form above, OnePager loads the selected Microsoft Project '''source plan''' and provide you with the expanded '''OPC''' form so that you can confirm or '''edit''' the settings before OnePager creates the new chart.
  
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3) The examples that follow illustrate how you can change individual and multiple '''swimlane level label cells''' in the chart.
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<center>[[File:P70-7_1_1-70-(4)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(4)-08052019.png</center> -->
  
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===Editing Individual Swimlane Level Cell Labels Using the Edit text Form===
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As shown above, OnePager displays the loaded Microsoft Project '''source plan''' in the '''Selected File(s)''' group of the '''OPC''' form.  You can use the '''Add/Remove''' feature (described elsewhere) to '''edit''' the choice of Microsoft Project '''source plan''', add additional files to the '''source packet''', and remove files.  Clicking the '''Add/Modify''' button accesses the '''Data source selection''' form as shown below:
  
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4) For the purpose of illustration, we’ll use the same OnePager Pro chart below containing three '''swimlane levels''' and two '''text columns''':
+
<center>[[File:P70-7_1_1-70-(5)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(5)-08052019.png</center> -->
  
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<center>[[File:P70-12_13_1-(17)-07162020.png]]</center>
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It is recommended that the '''chart name''' selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the '''Select Tasks with ‘YES’ in field:''' is showing '''Flag20''' as a default. Most users select '''Flag20''' to tell OnePager which tasks  and milestones to '''import''' but any of the 20 '''Flag''' fields or any of the 20 '''Number''' fields can be used. It is important that the '''Flag''' field number represented in this window correspond to the '''Flag''' field containing the '''Yes''' and '''No''' data placed in the Microsoft Project '''source plan'''.  
−
<center>P70-12_13_1-(17)-07162020.png</center>
+
  
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5) To '''edit''' the '''label''' of an individual '''swimlane level cell''', right-click the '''swimlane level cell''' to access the '''swimlane level''' right-click '''context menu''' shown below:
+
The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the chart you are about to create.  If the '''date created''' by OnePager does not reflect the '''status date''' required, change the date by using the '''calendar''' dropdown window. As the '''source plan''' changes later on, you can create additional snapshots to show changes consistently.
  
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<center>[[File:P70-12_3_1-(7)-07222020.png]]</center>
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Finally, note that the '''Show file mappings''' checkbox is checked '''ON''' as shown above.  Checking this checkbox '''ON''' and pressing the '''Next&gt;''' button takes you to the second page of the '''OPC''' form shown below:
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<center> P70-12_3_1-(7)-07222020.png</center>
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6) After accessing the '''swimlane level''' right-click '''context menu''', click the '''Edit swimlane label''' command shown above to access the '''Enter text '''form and its '''Enter text''' window that contains the current contents of the selected '''swimlane level cell''' as shown here:
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<center>[[File:P70-7_1_2-70-(5)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(5)-08052019.png</center> -->
  
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<center>[[File:P70-12_3_1-(8)-07222020.png]]</center>
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This form allows you to '''edit''' which Microsoft Project '''source plan''' fields are used for various purposes such as the '''Start''' field and the '''Color by''' field. The '''Edit current template''' button also gives you a second opportunity to '''edit''' many more initial properties of the chart by accessing the current '''Template Properties''' form. Once these choices are confirmed or '''edited''', click the '''Create new chart''' button and OnePager '''imports''' the '''flagged data''' and creates the chart.
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<center> P70-12_3_1-(8)-07222020.png</center>
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7) To change the contents of the selected '''swimlane level cell''' using the above '''Enter text''' form, type in the desired '''text''' into the '''Enter text '''window and click the '''OK''' button when finished.
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Once the chart is created, you can '''edit''' by right-clicking task bars and milestone symbols and using the context menus commands. You can also left-click on task bars and milestone symbols and use the '''editing Icons''' on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from '''row to row''' in the chart. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the OnePager '''Home''' ribbon tool bar tab and then '''paste''' the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document.  If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can '''save''' all charts and snapshots after '''editing'''.
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<center>[[File:P70-12_3_1-(9)-07222020.png]]</center>
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<center> P70-12_3_1-(9)-07222020.png</center>
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8) After clicking '''OK''' on the '''Enter text''' form, the selected '''swimlane level cell''' remains selected and the '''text''' in the '''cell''' is changed as shown below:
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<center>[[File:P70-12_3_1-(10)-07222020.png]]</center>
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<center> P70-12_3_1-(10)-07222020.png</center>
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===Editing Multiple Swimlane Level Cell Labels Using the Edit text Form===
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9) Editing the '''swimlane level cell labels''' of multiple '''swimlane level cells''' is similar to '''editing''' an individual '''swimlane level cell’s label''' except that more '''cells''' are selected and the change made in the '''Edit text''' form is applied to all selected '''cells'''.
+
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10) If we select a sequence of '''swimlane level cells''' using the '''SHIFT+Left-Click '''method to select the '''cells''', right-click in one of the selected '''cells''' to access the '''swimlane level''' right-click '''context menu''', and then click the '''Edit swimlane label''' command, the chart looks like this:
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<center>[[File:P70-12_3_1-(11)-07222020.png]]</center>
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<center> P70-12_3_1-(11)-07222020.png</center>
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11) Changing the contents of the '''Edit text''' window to '''“Planning/Development Team”''' and clicking the '''OK''' button on the form, changes the '''text''' in the selected '''swimlane level cells''' as shown below:
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<center>[[File:P70-12_3_1-(12)-07222020.png]]</center>
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<center> P70-12_3_1-(12)-07222020.png</center>
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12) The same results as shown above can be achieved when individual '''swimlane level cell labels''' are selected to become a set of multiple '''swimlane level cells''' using the '''CTL+Left-Click''' selection method.
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==Editing Text Column Cell and Swimlane Level Cell Labels Using the Home Ribbon Tool Bar’s Controls==
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1) When either single or multiple '''text column cell labels''' or '''swimlane level cell labels''' are selected they can be '''edited''' in terms of their '''Font properties''' and '''text Alignment''' using the '''Font''' and '''Alignment''' control groups on the OnePager '''Home''' ribbon tool bar tab as shown below:
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<center>[[File:P70-12_3_1-(13)-07222020.png]]</center>
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<center> P70-12_3_1-(13)-07222020.png</center>
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2) Whenever you select a single or multiple '''text column cell''' or '''swimlane level cell''', the two control groups above are '''enabled''' and you can use any of the controls shown above to '''edit''' the '''text''' in the selected '''cell or cells'''.
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===Editing Font Properties of Text Column Cell Labels or Swimlane Level Cell Labels===
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3) Using the '''edited''' multiple '''swimlane level cell labels''' from the previous sub-section above as an example, we can decrease the '''font size''' of the selected '''labels''' as shown below:
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<center>[[File:P70-12_3_1-(14)-07222020.png]]</center>
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<center> P70-12_3_1-(14)-07222020.png</center>
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4) Once the desired '''text column cell labels''' or '''swimlane level cell labels''' are selected, you can use the '''Font''' control group’s buttons to '''edit''' the '''label text''' to '''Bold''', ''Italics'', or [[Underline]]; increase or decrease the '''font size'''; or access the standard '''Color Chooser''' form and change the '''color''' of the '''label''' itself.   
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5) When there are multiple '''text column cell labels''' and/or '''swimlane level cell labels''' selected, the '''edit''' is applied to all selected '''labels'''.
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6) Additionally, you can change the '''font type''' and its '''size''' by using the dropdown windows appearing above the six buttons in the control group.
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7) All these '''font properties''' are available in the '''Font properties''' form accesses by selecting a task bar/milestone symbol '''label''', time axis cell '''label''', or text within '''comment boxes''' as just a few examples.
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8) Any '''edits''' made to '''cell labels''' using the '''Home '''ribbon tool bar tab’s controls are applied to all selected '''cell labels'''.
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+
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9) The methodology described above applies as well to '''editing''' the '''Font properties '''of '''text column cell labels'''.
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===Editing Alignment Properties of Text Column Cell Labels or Swimlane Level Cell Labels===
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10) As mentioned, when a '''text column cell label''' or '''swimlane level cell label''' is selected, the '''Alignment '''control group on the '''Home '''ribbon tool bar tab is '''enabled''' so you can change the '''position''' of the '''label text''' within the selected '''cell'''.
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11) If we continue with the example from the previous sub-section, we can change the '''position''' of all the selected '''labels''' to '''vertically centered''' and '''horizontally centered''' in their respective '''cells''' by clicking the '''two center buttons''' in each row of the '''Alignment '''control group as shown here:
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<center>[[File:P70-12_3_1-(15)-07222020.png]]</center>
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<center> P70-12_3_1-(15)-07222020.png</center>
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12) All the '''swimlane level cell labels''' selected in the chart above are '''repositioned''' so that their '''labels''' are '''positioned '''in the '''center vertically and horizontally''' within the '''cell'''.
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==Related Links==
 
==Related Links==
  
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[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-70
+
[[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] <!--7.13.1-70 -->
  
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[[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-70
+
[[Creating a NEW Chart via Pull Operation - OnePager Express  for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] <!--7.13.2-70 -->
  
−
[[About OnePager's Rows and Swimlanes | About OnePager's Rows and Swimlanes]] 12.0.2-70
+
[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70 -->
  
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[[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] 12.01.1-70
+
[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70 -->
  
−
[[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0 | Creating, Formatting, and Sorting Swimlanes Levels]] 12.02.1-70
+
[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70 -->
  
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[[Creating and Formatting Text Columns for Version 7.0 | Creating and Formatting Text Columns]] 12.03.1-70
+
[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70 -->
  
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[[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] 12.04.1-70
+
[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-70 -->
  
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[[Editing Text Columns or Swimlane Labels for Version 7.0 | Editing Text Columns or Swimlane Labels]] 12.3.1-70
+
[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-70 -->
  
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[[Resizing the Width of Text Columns and Swimlanes for Version 7.0 | Resizing the Width of Text Columns and Swimlanes]] 12.8.1-70
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[[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 -->
  
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[[Resizing the Height of Rows for Version 7.0 | Resizing the Height of Rows]] 12.11.1-70
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[[Editing Row Properties for Version 7.0 | Editing Row Properties]] 12.22.1-70
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[[Editing Swimlane Properties for Version 7.0 | Editing Swimlane Properties]] 12.23.1-70
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[[Zebra Striping for Rows and Swimlanes for OnePager Pro for Version 7.0 | Zebra Striping for Rows and Swimlanes for OnePager Pro]] 12.24.1-70
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[[Zebra Striping for Rows and Swimlanes for OnePager Express for Version 7.0 | Zebra Striping for Rows and Swimlanes for OnePager Express]] 12.24.2-70
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[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-70
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[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70
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[[Category:Version 7.0]]
 
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[[Category:Desktop]]
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[[Category:Basic Workflows]]
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[[Category:OnePager Choices Form]]
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[[Category:Mavericks]]
 
 
[[Category:OnePager Pro]]
 
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Revision as of 17:21, 1 February 2021

Introduction

This article is divided into two major sections below. The first major section is for OnePager Pro Add-in and the second major section is for OnePager Pro Desktop. Please use this link to skip the OnePager Pro Add-in section immediately below to go to the OnePager Pro Desktop section at: Overview Flow Chart for OnePager Pro Desktop.

Overview Flow Chart for OnePager Pro Add-in

P70-7 1 1-70-(1)-08052019.png

Procedure

Preparing the Microsoft Project Source Plan

Launch Microsoft Project and access the required Microsoft Project source plan. Set the Flags/Numbers field into the Microsoft Project source plan. This is the flag that OnePager uses to determine which tasks and milestones to import. Determine which of the tasks and milestones are to be included and set the Flags/Numbers field cell to Yes for these while leaving the remainder of the task's and milestone's Flag field set to No, 0, or blank.

Launching OnePager Pro Add-In

Click the OnePager button on the Microsoft Project ADD-INS ribbon tool bar tab to launch OnePager Pro at the OnePager Pro Start form.

P70-7 1 1-70-(2)-08052019.png

If you need to adjust settings in the OnePager current Template Properties form before launching OnePager Pro, click the Template... button on the Micosoft Project ADD-INS ribbon tool bar tab accesses a window with the Template Properties form which can be edited and saved.

P70-7 1 1-70-(3)-05042020.png

The Template Properties form is very similar to the OnePager Chart Properties form which is described elsewhere. Once the desired edits to the current Template Properties form are made, save the Template Properties form and return to paragraph 5) above. At the completion of paragraph 5) when you click the NEW button, OnePager accesses the OnePager choices (OPC) form as shown below:

P70-7 1 1-70-(4)-08052019.png

It is recommended that the chart name selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the Select Tasks with ‘YES’ in field: is showing Flag20 as a default. Most users select Flag20 to tell OnePager which tasks and milestones to import but any of the 20 Flag fields or any of the 20 Number fields can be used. It is important that the Flag field number represented in this window correspond to the Flag field containing the Yes and No data placed in the Microsoft Project source plan.

The Snapshot date represents the time now or as-of date for the chart you are about to create. If the date created by OnePager does not reflect the status date required, change the date by using the calendar dropdown window. As the source plan changes later on, you can create additional snapshots to show changes consistently.

Finally, note that the Show field mappings checkbox is checked ON as shown above. Checking this checkbox ON and pressing the Next> button takes you to the second page of the OPC form shown below:

P70-7 1 1-70-(5)-08052019.png

This form allows you to edit which Microsoft Project source plan fields are used for various purposes such as the Start field and the Color by field. The Edit current template button also gives you a second opportunity to edit many more initial properties of the chart by accessing the current Template Properties form. Once these choices are confirmed or edited, click the Create new chart button and OnePager imports the flagged data and creates the chart.

Once the chart is created, you can edit by right-clicking task bars and milestone symbols and using the context menus commands. You can also left-click on task bars and milestone symbols and use the editing Icons on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from row to row in the chart. When the desired editing is complete, click the Copy to Clipboard button on the OnePager Home ribbon tool bar tab and then paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can save all charts and snapshots after editing.

Overview Flow Chart for OnePager Pro Desktop

P70-7 1 2-70-(1)-08052019.png

Procedure

Preparing The Microsoft Project Source Plan

After launching Microsoft Project with your desired source plan, set Flags/Numbers field into the Microsoft Project source plan. This is the Flag that OnePager uses to determine which tasks and milestones to import. Determine which of the tasks and milestones are to be included and set the Flags/Numbers field cell to Yes for these while leaving the remainder of the task's and milestone's Flag field set to No, 0, or blank. At this point your Microsoft Project source plan can be saved and closed. The Desk top version of OnePager Pro does not require that the Microsoft Project source plan be launched first. The part of the procedure described above are in preparation for using the Desk top version of OnePager Pro.

Launching OnePager Pro Desktop

Launch OnePager from the Desktop Icon. The OnePager splash page appears briefly followed by the OnePager Chart Editor form displaying the OnePager Pro Start form as shown below:

P70-7 1 2-70-(2)-08052019.png

At the completion of paragraph 6) when you click the “NEW” button, OnePager displays an abbreviated OnePager choices (OPC) form.

P70-7 1 2-70-(3)-08052019.png

When you click the Select button shown above, OnePager then provides a dropdown menu for you to either choose to use the BROWSE FILES... to select a source plan or click the RECENT MS Project Files... option to access Microsoft Project Server source files as shown above. Clicking the BROWSE FILES… option as shown above accesses a Windows Open form where you can select a Microsoft Project source plan to load as shown here:

P70-7 1 2-70-(4)-08052019.png

When you click the Open button on the Windows Open form above, OnePager loads the selected Microsoft Project source plan and provide you with the expanded OPC form so that you can confirm or edit the settings before OnePager creates the new chart.

P70-7 1 1-70-(4)-08052019.png

As shown above, OnePager displays the loaded Microsoft Project source plan in the Selected File(s) group of the OPC form. You can use the Add/Remove feature (described elsewhere) to edit the choice of Microsoft Project source plan, add additional files to the source packet, and remove files. Clicking the Add/Modify button accesses the Data source selection form as shown below:

P70-7 1 1-70-(5)-08052019.png

It is recommended that the chart name selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the Select Tasks with ‘YES’ in field: is showing Flag20 as a default. Most users select Flag20 to tell OnePager which tasks and milestones to import but any of the 20 Flag fields or any of the 20 Number fields can be used. It is important that the Flag field number represented in this window correspond to the Flag field containing the Yes and No data placed in the Microsoft Project source plan.

The Snapshot date represents the time now or as-of date for the chart you are about to create. If the date created by OnePager does not reflect the status date required, change the date by using the calendar dropdown window. As the source plan changes later on, you can create additional snapshots to show changes consistently.

Finally, note that the Show file mappings checkbox is checked ON as shown above. Checking this checkbox ON and pressing the Next> button takes you to the second page of the OPC form shown below:

P70-7 1 2-70-(5)-08052019.png

This form allows you to edit which Microsoft Project source plan fields are used for various purposes such as the Start field and the Color by field. The Edit current template button also gives you a second opportunity to edit many more initial properties of the chart by accessing the current Template Properties form. Once these choices are confirmed or edited, click the Create new chart button and OnePager imports the flagged data and creates the chart.

Once the chart is created, you can edit by right-clicking task bars and milestone symbols and using the context menus commands. You can also left-click on task bars and milestone symbols and use the editing Icons on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from row to row in the chart. When the desired editing is complete, click the Copy to Clipboard button on the OnePager Home ribbon tool bar tab and then paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can save all charts and snapshots after editing.

Related Links

Creating a NEW Chart via Pull Operation - OnePager Pro

Creating a NEW Chart via Pull Operation - OnePager Express

REPLACING a Snapshot via Pull Operation - OnePager Pro

REPLACING a Snapshot via Pull Operation - OnePager Express

ADDING a Snapshot via Pull Operation - OnePager Pro

ADDING a Snapshot via Pull Operation - OnePager Express

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express

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

(7.1.1-70, 7.1.2-70)

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