Merging the Wrong Tasks into a Project View for Version 5.3 - OnePager Express
About Merging the Wrong Tasks into a Project View
1) As we explained, OnePager Express (OPX) can consistently create snapshots from period to period with updated information from a Microsoft Excel plan. The tasks that are presented to OnePager in UPDATE mode should be the same set of tasks with, perhaps, some added or removed as the project moves toward completion.
2) Sometimes you may make the mistake of accidentally updating a project view with tasks from the wrong Microsoft Excel plan. Or with the wrong set of tasks from the right Microsoft Excel plan if you are making several project views from the same Microsoft Project plan using several flag fields.
- a) This causes the project view to suddenly appear messed up because it now displays many new tasks that reside in many new rows and swimlanes. Even the earlier snapshots are affected by these new rows and swimlanes.
- b) When this happens, the best idea is to immediately press the Undo button above the OnePager ribbon. This action will immediately restore the project view to how it was before all the unfamiliar tasks were merged into it.
- c) Or you can simply close the messed up project view without saving it. When you reopen it, the erroneous update will be gone.
3) To avoid this problem in the first place, you may prefer to be warned before the wrong tasks are imported into the project view. To receive this warning, there is a checkbox in the Project-View Properties (PVP) form at the Advanced tab that when checked will assure that the warning message discussed below and the fix option provided with OnePager is provided to assist you. See the article at: Advanced Tab-OnePager Express in the Warn of merging tasks section for details on turning on the warning message.)
This warning and fix processes are described below:
