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

From OnePager Documentation
Jump to: navigation, search
(→‎Overview)
 
(11 intermediate revisions by 2 users not shown)
Line 1: Line 1:
−
==Overview==
+
==Overview Flow Chart==
  
−
1) Once charts are created, they can be '''re-opened''' from the '''OnePager Pro Start''' form.  
+
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.  
  
−
2) The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further '''edit''' the chart.
+
As an alternative, you can double-click on the desired chart’s '''.TAM''' file to open an existing chart. The steps to '''open''' and EXISTING chart from the '''desktop''' are shown below:
−
 
+
−
3) Using 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 in the steps 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==
+
−
 
+
−
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.  Click the '''OPEN''' button on the '''OnePager choices''' ('''OPC''') form. OnePager displays a list of recently-used charts and the word '''BROWSE FILES…'''  If you click '''BROWSE FILES…''', you access a Windows '''Open''' form where you can select a chart to open.
+
  
−
<center>[[File:P53-7_5_1-(2)-53-11202015.png]]</center>
+
==Procedure==
  
−
3) Selecting a chart to open tells OnePager to retrieve and display it. '''Source plan''' data may or may not be imported from the selected Microsoft Project '''source plan'''.
+
Launch OnePager from the '''Desktop Icon''' or by double-clicking the desired '''.TAM''' file. The OnePager splash page appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Pro Start''' form.  Click the '''OPEN''' button on the '''OnePager choices''' ('''OPC''') form. OnePager displays a list of recently-used charts and the word '''BROWSE FILES…'''  If you click '''BROWSE FILES…''', you access a Windows '''Open''' form where you can select a chart to open.
  
−
4) 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.
+
<center>[[File:P70-7_5_2-70-(2)-08082019.png]]</center>
 +
<!--<center>P70-7_5_2-70-(2)-08082019.png</center>-->
  
−
5) Once a chart with multiple snapshots is opened, you can switch between snapshots. There are two methods to do this.
+
Selecting a chart to '''open''' tells OnePager to load the chart and display it in the '''Chart Editor'''. '''Source plan''' data will 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.  Once a chart with multiple snapshots is '''opened''', you can switch between snapshots. 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.  
+
:1) 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:
+
: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:
  
−
<center>[[File:P60-7_5_1-(3)-60-01302017.png]]</center>
+
<center>[[File:P70-7_5_1-70-(3)-08082019.png]]</center>
−
<center>P60-7_5_1-(3)-60-01302017.png</center>
+
<!--<center>P70-7_5_1-70-(3)-08082019.png</center>-->
  
−
6) 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:
+
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 '''Data''' ribbon tool bar tab appears as shown below:
  
−
<center>[[File:P53-7_5_1-(4)-53-11202015.png]]</center>
+
<center>[[File:P70-7_5_1-(4)-05052020.png]]</center>
 +
<!--<center>P70-7_5_1-(4)-05052020.png</center>-->
  
 
==Related Links==
 
==Related Links==
  
−
[[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
+
[[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-->
  
−
[[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
+
[[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-->
  
−
[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] 7.14.1-70
+
[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70-->
  
−
[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] 7.14.2-70
+
[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70-->
  
−
[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] 7.15.1-70
+
[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70-->
  
−
[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] 7.15.2-70
+
[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70-->
  
−
[[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
+
[[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-->
  
−
[[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
+
[[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-->
  
−
[[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
+
[[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-->
  
 
(7.5.2-70)
 
(7.5.2-70)

Latest revision as of 20:29, 11 January 2021

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.

As an alternative, you can double-click on the desired chart’s .TAM file to open an existing chart. The steps to open and EXISTING chart from the desktop are shown below:

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

Procedure

Launch OnePager from the Desktop Icon or by double-clicking the desired .TAM file. The OnePager splash page appears briefly followed by the OnePager Chart Editor form displaying the OnePager Pro Start form. Click the OPEN button on the OnePager choices (OPC) form. OnePager displays a list of recently-used charts and the word BROWSE FILES… 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

Selecting a chart to open tells OnePager to load the chart and display it in the Chart Editor. Source plan data will 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. Once 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

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 Data ribbon tool bar tab appears as shown below:

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

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

(7.5.2-70)

Retrieved from "https://wiki.onepager.com/wiki/index.php?title=Opening_an_EXISTING_Chart_-_OnePager_Pro_Desktop_for_Version_7.0&oldid=34516"