Difference between revisions of "Opening an EXISTING Chart - OnePager Pro Add-in for Version 7.0"

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(Procedures)
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==Overview Flow Chart==
 
==Overview Flow Chart==
  
1) Once charts are created, they can be '''re-opened''' from the '''OnePager Pro Start''' form.  
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Once charts are created, they can be '''re-opened''' from the '''OnePager Pro Start''' form.  The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further '''edit''' the chart.  
  
2) The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further '''edit''' the chart.  
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This methodology does not '''import''' new or old data from Microsoft Project, however, Microsoft Project needs to be launched so that you can access the '''OnePager Pro''' button on the Microsoft Project '''ADD-INS''' ribbon tool bar tab.  
  
3)This methodology may or may not '''import''' new or old data from Microsoft Project.  
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As an alternative, you can double-click on the desired chart’s '''.TAM''' file to '''open''' an existing chart as described in the article at [[Opening an EXISTING Chart - OnePager Pro Desktop for Version 7.0 | Opening an EXISTING Chart - OnePager Pro Desktop]]. 7.5.2-70
  
4) However, Microsoft Project needs to be launched so that you can access the '''OnePager Pro''' button on the Microsoft Project '''ADD-INS''' ribbon tool bar tab.
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The steps to '''open''' an EXISTING chart from within Microsoft Project are shown below:
 
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5) With OnePager Pro ('''OPP''') you have the option to install both the '''Add-in''' and '''Desktop''' applications. 
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6) As an alternative, you can double-click on the desired chart’s '''.TAM''' file to '''open''' an existing chart as described in the article at [[Opening an EXISTING Chart - OnePager Pro Desktop for Version 7.0 | Opening an EXISTING Chart - OnePager Pro Desktop]]. 7.5.2-70
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7) The steps to '''open''' an EXISTING chart from within Microsoft Project are shown below:
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<center>[[File:P70-7_5_1-70-(1)-08082019.png]]</center>
 
<center>[[File:P70-7_5_1-70-(1)-08082019.png]]</center>
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==Procedures==  
 
==Procedures==  
  
1) Launch Microsoft Project.
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Launch Microsoft Project. With Microsoft Project running, launch OnePager and click the '''OPEN''' button on the '''OnePager Pro Start''' form.  OnePager displays a list of recently-used charts and a '''BROWSE FILES…''' option.  If you click '''BROWSE FILES…''', you access a Windows '''Open''' form where you can select a chart to '''open'''.
 
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2) With Microsoft Project running, launch OnePager and click the '''OPEN''' button on the '''OnePager Pro Start''' form.   
+
 
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3) OnePager displays a list of recently-used charts and a '''BROWSE FILES…''' option.   
+
 
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4) If you click '''BROWSE FILES…''', you access a Windows '''Open''' form where you can select a chart to '''open'''.
+
  
 
<center>[[File:P70-7_5_1-70-(2)-08082019.png]]</center>
 
<center>[[File:P70-7_5_1-70-(2)-08082019.png]]</center>
 
<center>P70-7_5_1-70-(2)-08082019.png</center>
 
<center>P70-7_5_1-70-(2)-08082019.png</center>
  
5) Selecting a chart to '''open''' tells OnePager to load the chart and display it in the '''Chart Editor'''.
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Selecting a chart to '''open''' tells OnePager to load the chart and display it in the '''Chart Editor'''. '''Source plan''' data may or may not be '''imported''' from the selected Microsoft Project '''source plan'''. Once the chart is displayed and available, you can '''edit''', '''save''', and '''copy the chart''' to a Microsoft PowerPoint slide or elsewhere as described previously.  When a chart with multiple snapshots is '''opened''', you can switch between snapshots. There are two methods to do this.
  
6) '''Source plan''' data may or may not be '''imported''' from the selected Microsoft Project '''source plan'''.
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:1) The first is to use the '''forward/back''' arrows on the OnePager '''View''' ribbon tool bar tab to move between snapshot '''dates'''.  
 
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:2) The second method is to click the '''List All''' button  on the '''View''' ribbon tool bar tab which displays a list of all available snapshot '''dates''' for the chart as shown below:
7) Once the chart is displayed and available, you can '''edit''', '''save''', and '''copy the chart''' to a Microsoft PowerPoint slide or elsewhere as described previously. 
+
 
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8) When a chart with multiple snapshots is '''opened''', you can switch between snapshots.
+
 
+
9) There are two methods to do this.
+
 
+
:a) The first is to use the '''forward/back''' arrows on the OnePager '''View''' ribbon tool bar tab to move between snapshot '''dates'''.  
+
 
+
:b) The second method is to click the '''List All''' button  on the '''View''' ribbon tool bar tab which displays a list of all available snapshot '''dates''' for the chart as shown below:
+
  
 
<center>[[File:P70-7_5_1-70-(3)-08082019.png]]</center>
 
<center>[[File:P70-7_5_1-70-(3)-08082019.png]]</center>
 
<center>P70-7_5_1-70-(3)-08082019.png</center>
 
<center>P70-7_5_1-70-(3)-08082019.png</center>
  
10) In addition to '''editing''' the '''opened''' chart and switching between snapshots, you can also use the OnePager '''Data''' ribbon tool bar tab to '''replace snapshots''', '''add snapshots''', and '''perform custom updates'''.  
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In addition to '''editing''' the '''opened''' chart and switching between snapshots, you can also use the OnePager '''Data''' ribbon tool bar tab to '''replace snapshots''', '''add snapshots''', and '''perform custom updates'''. The OnePager '''Data''' ribbon tool bar tab appears as shown below:
 
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11) The OnePager '''Data''' ribbon tool bar tab appears as shown below:
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<center>[[File:P70-7_5_1-(4)-05052020.png]]</center>
 
<center>[[File:P70-7_5_1-(4)-05052020.png]]</center>

Revision as of 18:28, 30 December 2020

Overview Flow Chart

Once charts are created, they can be re-opened from the OnePager Pro Start form. The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further edit the chart.

This methodology does not import new or old data from Microsoft Project, however, Microsoft Project needs to be launched so that you can access the OnePager Pro button on the Microsoft Project ADD-INS ribbon tool bar tab.

As an alternative, you can double-click on the desired chart’s .TAM file to open an existing chart as described in the article at Opening an EXISTING Chart - OnePager Pro Desktop. 7.5.2-70

The steps to open an EXISTING chart from within Microsoft Project are shown below:

P70-7 5 1-70-(1)-08082019.png
P70-7_5_1-70-(1)-08082019.png

Procedures

Launch Microsoft Project. With Microsoft Project running, launch OnePager and click the OPEN button on the OnePager Pro Start form. OnePager displays a list of recently-used charts and a BROWSE FILES… option. If you click BROWSE FILES…, you access a Windows Open form where you can select a chart to open.

P70-7 5 1-70-(2)-08082019.png
P70-7_5_1-70-(2)-08082019.png

Selecting a chart to open tells OnePager to load the chart and display it in the Chart Editor. Source plan data may or may not be imported from the selected Microsoft Project source plan. Once the chart is displayed and available, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. When a chart with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this.

1) The first is to use the forward/back arrows on the OnePager View ribbon tool bar tab to move between snapshot dates.
2) The second method is to click the List All button on the View ribbon tool bar tab which displays a list of all available snapshot dates for the chart as shown below:
P70-7 5 1-70-(3)-08082019.png
P70-7_5_1-70-(3)-08082019.png

In addition to editing the opened chart and switching between snapshots, you can also use the OnePager Data ribbon tool bar tab to replace snapshots, add snapshots, and perform custom updates. The OnePager Data ribbon tool bar tab appears as shown below:

P70-7 5 1-(4)-05052020.png
P70-7_5_1-(4)-05052020.png

Related Links

Creating a NEW Chart via Pull Operation - OnePager Pro 7.13.1-70

Creating a NEW Chart via Pull Operation - OnePager Express 7.13.2-70

REPLACING a Snapshot via Pull Operation - OnePager Pro 7.14.1-70

REPLACING a Snapshot via Pull Operation - OnePager Express 7.14.2-70

ADDING a Snapshot via Pull Operation - OnePager Pro 7.15.1-70

ADDING a Snapshot via Pull Operation - OnePager Express 7.15.2-70

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro 7.16.1-70

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express 7.16.2-70

Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-70

(7.5.1-70)