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

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(Procedures)
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2) 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.  
  
3) Using this methodology may or may not import new or old data from Microsoft Project.  
+
3) This methodology may or may not '''import''' new or old data from Microsoft Project.  
  
4) With OnePager Pro ('''OPP''') you have the option to install both the '''Add-in''' and '''desktop''' applications.   
+
4) With OnePager Pro ('''OPP''') you have the option to install both the '''Add-in''' and '''Desktop''' applications.   
  
 
5) As an alternative, you can double-click on the desired chart’s '''.TAM''' file to open an existing chart.
 
5) As an alternative, you can double-click on the desired chart’s '''.TAM''' file to open an existing chart.
  
6) The steps to open and EXISTING chart from the '''desktop''' are shown in the steps below:
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6) The steps to '''open''' and EXISTING chart from the '''desktop''' are shown below:
  
 
<center>[[File:P70-7_5_2-70-(1)-08082019.png]]</center>
 
<center>[[File:P70-7_5_2-70-(1)-08082019.png]]</center>
 
<center>P70-7_5_2-70-(1)-08082019.png</center>
 
<center>P70-7_5_2-70-(1)-08082019.png</center>
  
==Procedures==
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==Procedure==
  
1) Launch OnePager from the '''desktop icon''' or by double-clicking the desired '''.TAM''' file.
+
1) Launch OnePager from the '''Desktop Icon''' or by double-clicking the desired '''.TAM''' file.
  
 
2) The OnePager splash page appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Pro Start''' form.   
 
2) The OnePager splash page appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Pro Start''' form.   
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<center>P70-7_5_2-70-(2)-08082019.png</center>
 
<center>P70-7_5_2-70-(2)-08082019.png</center>
  
5) Selecting a chart to '''open''' tells OnePager to retrieve and display it.
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5) Selecting a chart to '''open''' tells OnePager to load the chart and display it in the '''Chart Editor'''.
  
6) '''Source plan''' data may or may not be imported from the selected Microsoft Project '''source plan'''.
+
6) '''Source plan''' data may or may not be '''imported''' from the selected Microsoft Project '''source plan'''.
  
 
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.   
 
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.   
  
8) Once a chart with multiple snapshots is opened, you can switch between snapshots.  
+
8) Once a chart with multiple snapshots is '''opened''', you can switch between snapshots.  
  
 
9) There are two methods to do this.
 
9) There are two methods to do this.
  
:a) The first is to use the '''forward/back''' arrows on the '''View''' tab to move between snapshot dates.  
+
: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''' tab which displays a list of all available snapshot dates for the chart as shown below:
+
: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 '''Data''' tab on the ribbon to '''replace snapshots''', '''add snapshots''', and '''perform custom updates'''. The '''Data''' tab appears as shown below:
+
10) In addition to '''editing''' the '''opened''' chart and switching between snapshots you can also use the '''Data''' tab on the ribbon to '''replace snapshots''', '''add snapshots''', and '''perform custom updates'''. The '''Data''' tab appears as shown below:
  
<center>[[File:P70-7_5_1-70-(4)-08082019.png]]</center>
+
<center>[[File:P70-7_5_1-(4)-05052020.png]]</center>
<center>P70-7_5_1-70-(4)-08082019.png</center>
+
<center>P70-7_5_1-(4)-05052020.png</center>
  
 
==Related Links==
 
==Related Links==

Revision as of 13:52, 5 May 2020

Overview Flow Chart

1) Once charts are created, they can be re-opened from the OnePager Pro Start form.

2) The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further edit the chart.

3) This methodology may or may not import new or old data from Microsoft Project.

4) With OnePager Pro (OPP) you have the option to install both the Add-in and Desktop applications.

5) As an alternative, you can double-click on the desired chart’s .TAM file to open an existing chart.

6) The steps to open and EXISTING chart from the desktop are shown below:

P70-7 5 2-70-(1)-08082019.png
P70-7_5_2-70-(1)-08082019.png

Procedure

1) Launch OnePager from the Desktop Icon or by double-clicking the desired .TAM file.

2) The OnePager splash page appears briefly followed by the OnePager Chart Editor form displaying the OnePager Pro Start form.

3) Click the OPEN button on the OnePager choices (OPC) form. OnePager displays a list of recently-used charts and the word BROWSE FILES…

4) If you click BROWSE FILES…, you access a Windows Open form where you can select a chart to open.

P70-7 5 2-70-(2)-08082019.png
P70-7_5_2-70-(2)-08082019.png

5) Selecting a chart to open tells OnePager to load the chart and display it in the Chart Editor.

6) Source plan data may or may not be imported from the selected Microsoft Project source plan.

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.

8) Once 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:
P70-7 5 1-70-(3)-08082019.png
P70-7_5_1-70-(3)-08082019.png

10) In addition to editing the opened chart and switching between snapshots you can also use the Data tab on the ribbon to replace snapshots, add snapshots, and perform custom updates. The Data 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

(7.5.2-70)