Difference between pages "Legend Tab for Version 7.0 (OnePager Express)" and "Testing Article1"

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(→‎Related Links)
 
(→‎Introduction)
 
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==About the Legend Tab for OnePager Pro and Express==
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==Introduction==
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{| class="wikitable" style="font-size: 125%"
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1) The '''Legend tab''', shown below, lets you control the '''format, position, and contents''' of the legend.
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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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2) Additionally, there are the controls for '''specifying where the legend appears''' in '''multi-page''' outputs.
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<center>[[File:P60-21_1_7-60-(1)-02212017.png]]</center>
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<center>P60-21_1_7-60-(1)-02212017.png</center>
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==Basic Legend Properties Controls==
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1) The following controls are available in the '''Legend''' tab:
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2) '''Show legend'''.  This checkbox allows you to '''show or hide''' the legend. You can show the legend box as a '''horizontally oriented''' box as shown below.   
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3) The default orientation for the legend box is '''vertical'''.  In '''multi-page''' outputs this checkbox applies to '''all pages'''.
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<center>[[File:P52-21_1_7-(2)-06052015.png]]</center>
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4) '''Legend-item font'''.  This dropdown button provides access to the '''Font properties''' form that gives you access to set and to change the '''font''' characteristics of '''legend item text'''.  The '''Font properties''' form is standard throughout OnePager Pro ('''OPP''') and Express ('''OPX''').
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5) '''Legend-title font'''.  This dropdown provides access to the '''Font properties''' form that gives you access to set and to change the '''font''' characteristics of the '''legend’s title'''. 
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6) '''Width and Height'''.  The '''width and height''' controls for the legend is expressed in '''inches or centimeters''' depending on your selection in the '''Template'''.
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7) '''Background color'''.  The legend’s '''background color''' is controlled by this dropdown which gives you access to the standard '''Color Chooser''' form.
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8) '''Do not duplicate tasks/milestones'''.  Please use the links below for more detailed information on this control:
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<center>
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{| class="wikitable"
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| [[Legend Editing Controls for OnePager Pro for Version 7.0 | Legend Editing Controls for OnePager Pro]] 15.3.1-70
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| [[Legend Editing Controls for OnePager Express for Version 7.0 | Legend Editing Controls for OnePager Express]] 15.3.2-70
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|}
 
|}
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</center>
 
  
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9) '''Make title automatically'''.  This checkbox, when checked (the default setting), lets OnePager automatically generate the '''legend title'''. 
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==Overview Flow Chart for OnePager Pro Add-in==
  
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:a) The '''automatic title''' created is based on the name in the field from your Microsoft Project or Microsoft Excel '''source plan''' you selected for '''Gantt Bar/Milestone Fill Color''' on the '''Task Bars and Milestone''' tabs on the Project-View Properties ('''PVP''') form below.
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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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:b) The '''automatic title''' can also reflect your Microsoft Project or Microsoft Excel '''source plan''' fields used for '''color or shape''' in '''conditional formatting'''.
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===Procedure===
  
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:c) When the checkbox is unchecked, the '''Legend title''' window below is activated and you can enter the desired '''legend title''' for the legend that appears.
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====Preparing the Microsoft Project Source Plan====
  
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<center>[[File:P60-21_1-60-(3)-02212017.png]]</center>
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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>P60-21_1-60-(3)-02212017.png</center>
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:d) '''Legend title'''.    This '''text window''' allows you to type in a desired '''legend title''' when the '''Make title automatically''' checkbox is unchecked as described above.
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====Launching OnePager Pro Add-In====
  
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==Positioning the Legend in the View and in the Document:==
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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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1) '''Legend position'''. The '''initial position''' of the legend is controlled by the '''Template'''.    
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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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2) There are '''eight (8) compass locations''' that can apply to either the '''graph''' or the '''page''', yielding '''16 docking positions''' in all.  
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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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3) You can later '''drag''' the legend to any location on the screen.
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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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<center>[[File:P60-21_1-60-(4)-02212017.png]]</center>
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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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<center>P60-21_1-60-(4)-02212017.png</center>
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:a) Since '''anchoring''' is preferred over '''free-floating''', we designed OnePager so that if you '''drag''' the legend away from one of its '''docked locations''', it becomes '''anchored''' to the same location as it was formerly '''docked'''.
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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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:b) You can always change the '''anchor''' location, but this convention leads to the best results when you '''drag''' the legend away from one of the fixed '''docking locations'''.
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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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4) '''Legend Docking and Anchoring Options'''.  There are '''four docking and anchoring''' options that control how the '''eight compass locations''' are interpreted.   These options can be accessed from the dropdown 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:P52-21_1_7-(5)-06052015.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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:a) '''Docked Defined'''.    The term '''docked''' means that the legend is placed in one of the '''sixteen (16) positions''' on the '''edges and corners''' of the '''graph''' (8) or on the '''edges and corners''' of the '''page''' (8).  If you choose not to '''dock''' in one of these '''16 locations''', it is recommended that you '''anchor''' the legend to one of the '''eight edges or corners of the page'''.  See the discussion on '''docking and anchoring''' in this article:  [[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]]. 15.2.1-70
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<center>[[File:P70-7_1_1-70-(5)-08052019.png]]</center>
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<!--<center>P70-7_1_1-70-(5)-08052019.png</center>-->
  
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:b) '''Anchoring''' has absolutely no effect on single-page views.
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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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===Docked to graph===
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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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:c) '''Docked to graph'''.    When this option is selected, OnePager places the legend at one of the '''eight (8) compass points''' along the '''edges and corners of the graph area''' (the rectangular area containing tasks and milestones, which excludes '''row labels, swimlane labels, time axis labels, headers/footers, and title'''.  The selection windows in the '''Legend''' tab of the '''PVP''' form looks like this: 
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==Overview Flow Chart for OnePager Pro Desktop==
  
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<center>[[File:P60-21_1_7-60-(6)-02212017.png]]</center>
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<center>[[File:P70-7_1_2-70-(1)-08052019.png]]</center>
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<center>P60-21_1_7-60-(6)-02212017.png</center>
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<!--<center>P70-7_1_2-70-(1)-08052019.png</center> -->
  
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:c) '''Multi-Page'''.  In a '''multi-page project view''', the legend appears at the same location within the project view if you are displaying the legend on all pages.
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===Procedure===
  
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===Docked to page===
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====Preparing The Microsoft Project Source Plan====
  
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:d) '''Docked to page'''.   When this option is selected, OnePager places the legend at one of the '''eight (8) compass points''' along the '''edges and corners''' of the '''page'''.  The selection windows in the '''Legend''' tab of the '''PVP''' form looks like this:
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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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<center>[[File:P60-21_1_7-60-(7)-02212017.png]]</center>
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====Launching OnePager Pro Desktop====
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<center>P60-21_1_7-60-(7)-02212017.png</center>
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:e) '''Multi-Page Considerations'''.     In a '''multi-page project view''', the legend appears at the same location on each page if you are displaying the legend on '''all pages'''.  When you select '''individual pages''' to display the legend, the legend appears at the '''same compass point''' on '''all pages''' where the legend is displayed.
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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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===Free-floating===
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<center>[[File:P70-7_1_2-70-(2)-08052019.png]]</center>
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<!--<center>P70-7_1_2-70-(2)-08052019.png</center> -->
  
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:f) '''Free-floating'''.    In this option, the legend is the position where you '''drag''' it, so it is no longer '''docked''' in one of the '''16 fixed compass point locations'''.  This mode can result in unusual positions when the document is divided into '''multiple pages'''.  In '''multi-page''' situations '''anchored to page''' is preferred over '''free-floating'''. The selection windows in the '''Legend''' tab of the '''PVP''' form looks like this:
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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>[[File:P60-21_1_7-60-(8)-02212017.png]]</center>
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<center>[[File:P70-7_1_2-70-(3)-08052019.png]]</center>
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<center>P60-21_1_7-60-(8)-02212017.png</center>
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<!--<center>P70-7_1_2-70-(3)-08052019.png</center> -->
  
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:g) As noted above, the eight (8) legend compass point radio buttons do not play a part in legend positioning in the '''Free-floating''' option so they are disabled.  Since there is currently no way for you to manually place the legend in a different '''undocked''' location on each output page, this option is '''not recommended'''.
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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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===Anchored to page===
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<center>[[File:P70-7_1_2-70-(4)-08052019.png]]</center>
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<!--<center>P70-7_1_2-70-(4)-08052019.png</center> -->
  
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:h) '''Anchored to page'''.  In this option the legend is associated with one of the '''eight compass positions''', but is placed as the same '''relative position''' on each page of the '''multi-page''' output.  The selection windows in the '''Legend''' tab looks like this:
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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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<center>[[File:P60-21_1_7-60-(9)-02212017.png]]</center>
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<center>[[File:P70-7_1_1-70-(4)-08052019.png]]</center>
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<center>P60-21_1_7-60-(9)-02212017.png</center>
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<!--<center>P70-7_1_1-70-(4)-08052019.png</center> -->
  
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:i) '''Multi-Page'''.   When doing a '''multi-page''' project view after dragging the legend to a different location, it is recommended to '''anchor''' the legend at the same '''position''' relative to one of the '''eight (8) compass positions''' along the '''edges or corners of the page'''. 
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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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:j) '''Show Legend on Group'''.   The '''Show Legend on''' group has the controls to tell OnePager on what pages to display the legend as shown below:
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<center>[[File:P70-7_1_1-70-(5)-08052019.png]]</center>
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<!--<center>P70-7_1_1-70-(5)-08052019.png</center> -->
  
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<center>[[File:P52-21_1_7-(10)-06052015.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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:k) For selecting '''specific pages''' that you want the legend to appear, use the same page selection conventions as are used in Microsoft Project or Excel.  If the '''Pages''' radio button is selected but there is no information in the page number window, just type in the '''page number''' using the format example shown at the right of the page number window.
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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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:l) '''Show or hide legend elements'''.     These checkboxes allow you to control the '''graphic elements''' of the Legend that are displayed.  The controls are shown below:
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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>[[File:P52-21_1_7-(11)-06052015.png]]</center>
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<center>[[File:P70-7_1_2-70-(5)-08052019.png]]</center>
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<!--<center>P70-7_1_2-70-(5)-08052019.png</center> -->
  
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:m) '''Title'''.    Checking this checkbox causes the '''legend title''' to be displayed in the legend.  
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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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:n) '''Color/symbol items'''.  Checking this checkbox causes the '''legend item text''' and their '''colors/symbols''' to be displayed.   
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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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:o) '''Gantt-bar diagram'''.  This command displays an explanatory diagram that shows how the Gantt bars are '''decorated''' to show '''baseline, percent complete, and critical path'''.
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==Related Links==
  
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<center>[[File:P52-21_1_7-(12)-06052015.png]]</center>
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[[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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:p) '''Milestone diagram'''. This command displays an explanatory diagram shown below for milestones at the bottom of the legend, just as you can show such an explanation for Gantt bars.
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[[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 -->
  
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<center>[[File:P52-21_1_7-(13A)-06052015.png]]</center>
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[[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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::i) The '''font sizes''' for the '''text elements''' in the combined diagrams above can be adjusted by right-clicking either of the diagrams, selecting the '''Item font…''' command, and adjusting the '''font size''' in the standard '''Font properties''' form that appears.
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[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70 -->
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::ii) Whether the milestone diagram displays '''baselines or incomplete milestones''' depends upon whether these features are enabled.
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::iii) The example above shows the case in which '''baselines''' are turned on (using the baseline checkboxes on the '''Task Bars''' and '''Milestones''' tabs) but '''incomplete milestones''' are not distinguished from '''complete milestones'''.
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==Showing Incomplete Milestones==
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[[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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1) If you want to configure OnePager to '''show incomplete milestones''' as '''unfilled symbols''', you need to navigate to the '''Milestones''' tab in the '''PVP''' form. There, check the '''% Complete''' checkbox in the '''Milestone Symbol Decorations''' group and then click the '''%Complete Properties''' button.  This action accesses the '''Set percent-complete properties''' form given below:
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<center>[[File:P52-21_1_7-(14)-06052015.png]]</center>
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2) Checking the checkbox shown above directs OnePager on how to treat the display of '''incomplete milestones''' and modifies the '''legend diagram''' as shown below:
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<center>[[File:P52-21_1_7-(15)-06052015.png]]</center>
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==Freeze Legend When Updating==
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1) This control prevents the legend from being updated with new tasks or milestone items when you '''add or replace a snapshot'''. 
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2) To prevent or '''freeze legend updates''', check the '''Freeze legend when updating''' checkbox in the '''PVP''' form’s '''Legend''' tab as shown below:
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<center>[[File:P60-21_1_7-60-(16)-02212017.png]]</center>
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<center>P60-21_1_7-60-(16)-02212017.png</center>
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3) Please use the links below for more detailed information on this control:
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<center>
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{| class="wikitable"
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| [[Legend Editing Controls for OnePager Express for Version 7.0 | Legend Editing Controls for OnePager Express]] 15.3.2-70
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|}
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</center>
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==Related Links==
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[[The Project View Legend for Version 7.0 (Portal) | The Project View Legend (Portal)]] 15.0.1-70
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[[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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[[Managing the Legend in the Project View for Version 7.0 | Managing the Legend in the Project View]] 15.1.1-70
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[[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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[[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]] 15.2.1-70
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[[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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[[Editing, Repositioning Legend Items, and Formatting the Legend for Version 7.0 | Editing, Repositioning Legend Items, and Formatting the Legend ]] 15.3.1-70
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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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(21.7.2-70)
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(7.1.1-70, 7.1.2-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:Editing a Project View]]
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[[Category:Add-in]]
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[[Category:Legend]]
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[[Category:Desktop]]
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[[Category:Task/Milestone Editing]]
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[[Category:Basic Workflows]]
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[[Category:Task/Milestone Decorations]]
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[[Category:Chart Properties Form]]
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[[Category:Color Palettes]]
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[[Category:Charts]]
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[[Category:Ribbon]]
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[[Category:OnePager Choices Form]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
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[[Category:Project Views]]
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[[Category:OnePager Pro]]
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[[Category:Templates]]
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[[Category:OnePager Express]]
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Revision as of 17:41, 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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