Difference between revisions of "Opening an EXISTING OnePager Chart for Version 7.1"

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==Introduction==
 
==Introduction==
  
−
This article has six (6) major sections below.  The first and second major sections are associated with OnePager Pro Add-in and Standalone, respectively.  The third and fourth major sections are are associated with OnePager Express Add-in and Standalone, respectively.  The last two major sections are for OnePager Bundle users.  These last two section direct you to the appropriate portions of this article where you can find the instructions for '''Opening an EXISTING''' OnePager chart previously created from any one of the '''source plans''' supported by OnePager Bundle (i.e., Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet).  
+
This article has six (6) major sections below.  The first and second major sections are associated with OnePager Pro '''Add-in''' and '''Standalone''', respectively.  The third and fourth major sections are are associated with OnePager Express '''Add-in''' and '''Standalone''', respectively.  The last two major sections are for OnePager Bundle users.  These last two section direct you to the appropriate portions of this article where you can find the instructions for '''Opening an EXISTING''' OnePager chart previously created from any one of the '''source plans''' supported by OnePager Bundle (i.e., Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet).  
  
 
Please use the table below to accesses the desired sub-section:  
 
Please use the table below to accesses the desired sub-section:  
Line 7: Line 7:
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Pro Add-in | OnePager Pro Add-in]] 7.5.1-71
+
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Pro Add-in | OnePager Pro Add-in]] <!--7.5.1-71-->
 
|-
 
|-
−
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Pro Standalone | OnePager Pro Standalone]] 7.5.1-71
+
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Pro Standalone | OnePager Pro Standalone]] <!--7.5.1-71-->
 
|-
 
|-
−
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Express Add-in | OnePager Express Add-in]] 7.5.1-71
+
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Express Add-in | OnePager Express Add-in]] <!--7.5.1-71-->
 
|-
 
|-
−
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Express Standalone | OnePager Express Standalone]] 7.5.1-71
+
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Express Standalone | OnePager Express Standalone]] <!--7.5.1-71-->
 
|-
 
|-
−
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Bundle Add-in | OnePager Bundle Add-in ]] 7.5.1-71
+
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Bundle Add-in | OnePager Bundle Add-in ]] <!--7.5.1-71-->
 
|-
 
|-
−
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Bundle Standalone | OnePager Bundle Standalone ]] 7.5.1-71
+
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Bundle Standalone | OnePager Bundle Standalone ]] <!--7.5.1-71-->
 
|}
 
|}
 
</center>
 
</center>
Line 23: Line 23:
 
==OnePager Pro Add-in==
 
==OnePager Pro Add-in==
  
−
=== Flow Chart===
+
Once charts are created, they can be '''re-opened''' from the '''OnePager Pro Start''' form.  The purpose of this workflow is to retrieve a chart for inclusion in another presentation or to further '''edit''' the 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 '''source plans''', 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.  
  
−
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 OnePager Chart for Version 7.1#OnePager Pro Standalone | OnePager Pro Standalone]] <!--7.5.2-71-->
−
 
+
−
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 OnePager Chart for Version 7.1#OnePager Pro Standalone | OnePager Pro Standalone]] 7.5.2-71
+
  
 
The steps to '''open''' an EXISTING chart from within Microsoft Project are shown below:
 
The steps to '''open''' an EXISTING chart from within Microsoft Project are shown below:
  
−
<center>[[File:P70-7_5_1-70-(1)-08082019.png]]</center>
+
<center>[[File:P71-7_5_1-71-(1)-11092021.png]]</center>
−
<!--<center>P70-7_5_1-70-(1)-08082019.png</center>-->
+
<!--<center>P71-7_5_1-71-(1)-11092021.png</center>-->
−
 
+
−
===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'''.
 
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'''.
  
−
<center>[[File:P70-7_5_1-70-(2)-08082019.png]]</center>
+
<center>[[File:P71-7_5_1-71-(2)-11092021.png]]</center>
−
<!--<center>P70-7_5_1-70-(2)-08082019.png</center>-->
+
<!--<center>P71-7_5_1-71-(2)-11092021.png</center>-->
  
−
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.  When 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 are not '''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'''.  
 
:1) The first is to use the '''forward/back''' arrows on the OnePager '''View''' ribbon tool bar tab to move between snapshot '''dates'''.  
Line 59: Line 55:
 
==OnePager Pro Standalone==
 
==OnePager Pro Standalone==
  
−
===Flow Chart===
+
Once charts are created, they can be '''re-opened''' from the '''OnePager Pro Start''' form. The purpose of this workflow 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.  
−
 
+
−
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:
 
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:
  
−
<center>[[File:P70-7_5_2-70-(1)-08082019.png]]</center>
+
<center>[[File:P71-7_5_2-71-(1-1)-11092021.png]]</center>
−
<!--<center>P70-7_5_2-70-(1)-08082019.png</center>-->
+
<!--<center>P71-7_5_2-71-(1-1)-11092021.png</center>-->
−
 
+
−
===Procedure===
+
  
 
Launch OnePager from the '''Standalone 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.
 
Launch OnePager from the '''Standalone 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.
  
−
<center>[[File:P70-7_5_2-70-(2)-08082019.png]]</center>
+
<center>[[File:P71-7_5_2-71-(2)-11092021.png]]</center>
−
<!--<center>P70-7_5_2-70-(2)-08082019.png</center>-->
+
<!--<center>P71-7_5_2-71-(2)-11092021.png</center>-->
  
−
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.
+
Selecting a chart to '''open''' tells OnePager to load the chart and display it in the '''Chart Editor'''. '''Source plan''' data are not '''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'''.  
 
:1) The first is to use the '''forward/back''' arrows on the OnePager '''View''' ribbon tool bar tab to move between snapshot '''dates'''.  
Line 91: Line 83:
 
==OnePager Express Add-in==
 
==OnePager Express Add-in==
  
−
===Flow Chart===
+
Once charts are created, they can be '''re-opened''' from the '''OnePager Express Start''' form. The purpose of this workflow is to retrieve a chart for inclusion in another presentation or to further '''edit''' the chart.  Using this methodology does not import new or old data from Microsoft Excel. However, Microsoft Excel needs to be launched so that you can access the '''OnePager Express''' button.
  
−
Once charts are created, they can be '''re-opened''' from the '''OnePager Express Start''' form. The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further '''edit''' the chart.  Using this methodology does not import new or old data from Microsoft Excel. However, Microsoft Excel needs to be launched so that you can access the '''OnePager Express''' button.
+
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 OnePager Chart for Version 7.1#OnePager Express Standalone | OnePager Express Standalone]] <!--7.5.1-71-->
−
 
+
−
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 OnePager Chart for Version 7.1#OnePager Express Standalone | OnePager Express Standalone]] 7.5.1-71
+
  
 
The steps to open an EXISTING chart from within Microsoft Excel are shown in the steps below:
 
The steps to open an EXISTING chart from within Microsoft Excel are shown in the steps below:
  
−
<center>[[File:X70-7_6_1-70-(1)-08082019.png]]</center>
+
<center>[[File:X71-7_6_1-71-(1)-11092021.png]]</center>
−
<!--<center>X70-7_6_1-70-(1)-08082019.png</center>-->
+
<!--<center>X71-7_6_1-71-(1)-11092021.png</center>-->
−
 
+
−
===Procedures===
+
  
 
Launch Microsoft Excel. With Microsoft Excel running, launch OnePager and click the '''OPEN''' button on the '''OnePager Excel 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.
 
Launch Microsoft Excel. With Microsoft Excel running, launch OnePager and click the '''OPEN''' button on the '''OnePager Excel 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.
  
−
<center>[[File:X70-7_6_1-70-(2)-08082019.png]]</center>
+
<center>[[File:X71-7_6_1-71-(2)-11092021.png]]</center>
−
<!--<center>X70-7_6_1-70-(2)-08082019.png</center>-->
+
<!--<center>X71-7_6_1-71-(2)-11092021.png</center>-->
  
−
Selecting a chart to '''open''' tells OnePager to retrieve and display it. '''Source plan''' data will not be imported from the selected Microsoft Excel '''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.
+
Selecting a chart to '''open''' tells OnePager to retrieve and display it. '''Source plan''' data are not imported from the selected Microsoft Excel '''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.
 
:1) The first is to use the '''forward/back''' arrows on the OnePager '''View''' ribbon tool bar tab to move between snapshot dates.
Line 125: Line 113:
 
==OnePager Express Standalone==
 
==OnePager Express Standalone==
  
−
===Flow Chart===
+
Once the charts are created, they can be '''re-opened''' from the '''OnePager Express Start''' form either by launching OnePager from the '''desktop icon''' and '''opening''' the desired chart or by double-clicking on a '''.TAM'''.  The purpose of this workflow is to retrieve a chart for inclusion in another presentation or to further '''edit''' the chart. Using this methodology will not import new or old data from Microsoft Excel. The steps to open and EXISTING chart are shown in the steps below:
  
−
Once the charts are created, they can be '''re-opened''' from the '''OnePager Express Start''' form either by launching OnePager from the '''desktop icon''' and '''opening''' the desired chart or by double-clicking on a '''.TAM'''.  The purpose of this scenario is to retrieve a chart for inclusion in another presentation or to further '''edit''' the chart. Using this methodology will not import new or old data from Microsoft Excel. The steps to open and EXISTING chart are shown in the steps below:
+
<center>[[File:X71-7_6_2-71-(1)-11092021.png]]</center>
−
 
+
<!--<center>X71-7_6_2-71-(1)-11092021.png</center>-->
−
<center>[[File:X70-7_6_2-70-(1)-08082019.png]]</center>
+
−
<!--<center>X70-7_6_2-70-(1)-08082019.png</center>-->
+
−
 
+
−
===Procedures===
+
  
 
Launch OnePager Express from the '''Standalone 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 Express 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.
 
Launch OnePager Express from the '''Standalone 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 Express 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:X70-7_6_1-70-(2)-08082019.png]]</center>
+
<center>[[File:X71-7_6_2-71-(2)-11092021.png]]</center>
−
<!--<center>X70-7_6_1-70-(2)-08082019.png</center>-->
+
<!--<center>X71-7_6_2-71-(2)-11092021.png</center>-->
  
−
Selecting a chart to '''open''' tells OnePager to retrieve and display it.  '''Source plan''' data will not be imported from the selected Microsoft Excel '''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.
+
Selecting a chart to '''open''' tells OnePager to retrieve and display it.  '''Source plan''' data are not '''imported''' from the selected Microsoft Excel '''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.  
 
:1) The first is to use the '''forward/back''' arrows on the OnePager '''View''' ribbon tool bar tab to move between snapshot dates.  
Line 155: Line 139:
 
==OnePager Bundle Add-in==
 
==OnePager Bundle Add-in==
  
−
OnePager Bundle '''Add-in''' provides access to charts created originally from Microsoft Project or Microsoft Excel '''source plans'''.  The '''procedures''' and workflow for '''opening''' these charts is the same as opening charts originally created by OnePager Pro '''Add-in or OnePager Express '''Add-in'''.  Accordingly, the instructions for '''Opening''' charts built from Microsoft Project or Microsoft Excel can be found at these two links respectively:
+
The OnePager Bundle '''Add-in''' provides access to charts created originally from Microsoft Project or Microsoft Excel '''source plans'''.  The '''procedures''' and workflow for '''Opening EXISTING''' charts is the same as '''opening''' charts originally created by OnePager Pro '''Add-in''' or OnePager Express '''Add-in'''.  Accordingly, the instructions for '''Opening EXISTING''' charts built from Microsoft Project or Microsoft Excel can be found at these two links respectively:
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Pro Add-in | OnePager Pro Add-in]] 7.5.1-71
+
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Pro Add-in | OnePager Pro Add-in]] <!--7.5.1-71-->
 
|-
 
|-
−
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Express Add-in | OnePager Express Add-in]] 7.5.1-71
+
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Express Add-in | OnePager Express Add-in]] <!--7.5.1-71-->
 
|}
 
|}
 
</center>
 
</center>
Line 167: Line 151:
 
==OnePager Bundle Standalone==
 
==OnePager Bundle Standalone==
  
−
OnePager Bundle '''Standalone''' provides access to charts created originally from Microsoft Project or Microsoft Excel '''source plans'''.  The '''procedures''' and workflow for '''opening''' these charts is the same as opening charts originally created by OnePager Pro '''Add-in or OnePager Express '''Add-in'''.  Accordingly, the instructions for '''Opening''' charts built from Microsoft Project or Microsoft Excel can be found at these two links respectively:
+
The OnePager Bundle '''Standalone''' provides access to charts created originally from Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet '''source plans'''.   
  
−
===OnePager Bundle Standalone Flow Chart===
+
===Using OnePager Bundle to Open EXISTING Charts Created from Microsoft Project or Microsoft Excel===
  
−
TBD-Can be any chart created from any source plan
+
The '''procedures''' and workflow for '''Opening EXISTING''' charts originally created from Microsoft Project or Microsoft Excel '''source plans''' is the same as '''opening''' charts originally created by OnePager Pro '''Standalone''' or OnePager Express '''Standalone'''.  Accordingly, the instructions for '''Opening EXISTING''' charts built from Microsoft Project or Microsoft Excel can be found at these two links respectively:
  
−
====Created by MS Project====
+
<center>
 +
{| class="wikitable"
 +
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Pro Standalone | OnePager Pro Standalone]] <!--7.5.1-71-->
 +
|-
 +
| [[Opening an EXISTING OnePager Chart for Version 7.1#OnePager Express Standalone | OnePager Express Standalone]] <!--7.5.1-71-->
 +
|}
 +
</center>
  
−
TBD-Link to OnePager Pro Standalone  Flowchart above
+
===Using OnePager Bundle to Open EXISITING Charts Created from Oracle Primavera P6===
  
−
====Created by MS Excel====
+
To '''Open''' an existing OnePager chart created from an Oracle Primavera P6 '''source plan''', click the '''OnePager Bundle icon''' on your desktop which accesses the OnePager Bundle '''Chart Editor''' displaying the '''OnePager Bundle Start''' form which has the '''NEW''', '''UPDATE''', and '''OPEN''' buttons.  Clicking the '''OPEN''' button access the dropdown list shown in the illustration below:
  
−
TBD-Link to OnePager Express Standalone Flowchart above
+
The '''OnePager Bundle Start''' form has two additional buttons for accessing existing charts built with '''OnePager''' ('''OPEN''') and for specifically '''updating''' an existing chart with '''updated source plan''' information ('''UPDATE''').
  
−
====Created by Oracle Primavera P6====
+
The right-most button on the '''OnePager Bundle Start''' form is the '''OPEN''' button. Clicking the '''OPEN''' button displays a dropdown menu which is the same for the '''UPDATE''' button. The options in the dropdown are discussed below:
  
−
TBD-Description of OnePager Bundle Procedure for Oracle Primavera P6
+
<center>[[File:P71-3_0_3_1-71-(19A-1)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(19A-1)-10152021.png</center>-->
  
−
====Created by Smartsheet====
+
Clicking the '''BROWSE FILES...''' option accesses a Windows '''Open''' form from which you can select a '''.TAM''' that you want to open.  Selecting the desired '''.TAM''' causes '''OnePager''' to display the selected chart in the '''Chart Editor'''.  From the '''Chart Editor''', you can '''edit''' the chart, '''save it''', or '''share it''' with others. Clicking any of the '''RECENT charts''' items in the dropdown menu above causes '''OnePager''' to load the associated '''.TAM''' into the '''Chart Editor'''.
  
−
TBD-Description of OnePager Bundle Flowchart for Smartsheet
+
===Using OnePager Bundle to Open EXISITING Charts Created from Smartsheet===
  
−
===OnePager Bundle Standalone Procedure===
+
To '''Open''' an existing OnePager chart created from a Smartsheet '''source plan''', click the '''OnePager Bundle icon''' on your desktop which accesses the OnePager Bundle '''Chart Editor''' displaying the '''OnePager Bundle Start''' form which has the '''NEW''', '''UPDATE''', and '''OPEN''' buttons.  Clicking the '''OPEN''' button access the dropdown list shown in the illustration below:
  
−
TBD-Can be any chart created from any source plan
+
The '''OnePager Bundle Start''' form has two additional buttons for accessing existing charts built with '''OnePager''' ('''OPEN''') and for specifically '''updating''' an existing chart with '''updated source plan''' information ('''UPDATE''').
  
−
====Created by MS Project====
+
The right-most button on the '''OnePager Start''' form is the '''OPEN''' button. Clicking the '''OPEN''' button displays a dropdown menu which is the same for the '''UPDATE''' button. The options in the dropdown are discussed below:
  
−
TBD-Link to OnePager Pro Standalone Procedure above
+
<center>[[File:P71-3_0_3_3-71-(19A-1)-102872021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(19A-1)-102872021.png</center>-->
  
−
====Created by MS Excel====
+
Clicking the '''BROWSE FILES...''' option accesses a Windows '''Open''' form from which you can select a '''.TAM''' that you want to open.  Selecting the desired '''.TAM''' causes '''OnePager Bundle Standalone''' to display the selected chart in the '''Chart Editor'''.  From the '''Chart Editor''', you can '''edit''' the chart, '''save it''', or '''share it''' with others. Clicking any of the '''RECENT charts''' items in the dropdown menu above causes '''OnePager''' to load the associated '''.TAM''' into the '''Chart Editor'''.
  
−
TBD-Link to OnePager Express Standalone Procedure above
+
==Related Links==
  
−
====Created by Oracle Primavera P6====
+
[[Using Microsoft Project/Excel Source Plans with OnePager Bundle Version 7.1 | Using Microsoft Project/Excel Source Plans with OnePager Bundle]] <!--3.0.3.2-71-->
  
−
TBD-Description of OnePager Bundle Procedure for Oracle Primavera P6
+
[[Using Oracle Primavera P6 Source Plans with OnePager Version 7.1 | Using Oracle Primavera P6 Source Plans with OnePager]] <!--3.0.3.1-71-->
  
−
====Created by Smartsheet====
+
[[Using Smartsheet Source Plans with OnePager Version 7.1 | Using Smartsheet Source Plans with OnePager]] <!--3.0.3.3-71-->
−
 
+
−
TBD-Description of OnePager Bundle Procedure for Smartsheet
+
−
 
+
−
==Related Links==
+
  
−
[[Creating a NEW Chart via Pull Operation Feature for Version 7.1 | Creating a NEW Chart via Pull Operation Feature]] 7.13.1-71
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Latest revision as of 15:47, 26 April 2022

Introduction

This article has six (6) major sections below. The first and second major sections are associated with OnePager Pro Add-in and Standalone, respectively. The third and fourth major sections are are associated with OnePager Express Add-in and Standalone, respectively. The last two major sections are for OnePager Bundle users. These last two section direct you to the appropriate portions of this article where you can find the instructions for Opening an EXISTING OnePager chart previously created from any one of the source plans supported by OnePager Bundle (i.e., Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet).

Please use the table below to accesses the desired sub-section:

OnePager Pro Add-in
OnePager Pro Standalone
OnePager Express Add-in
OnePager Express Standalone
OnePager Bundle Add-in
OnePager Bundle Standalone

OnePager Pro Add-in

Once charts are created, they can be re-opened from the OnePager Pro Start form. The purpose of this workflow 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 source plans, 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 OnePager Pro Standalone

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

P71-7 5 1-71-(1)-11092021.png

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.

P71-7 5 1-71-(2)-11092021.png

Selecting a chart to open tells OnePager to load the chart and display it in the Chart Editor. Source plan data are not 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

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

OnePager Pro Standalone

Once charts are created, they can be re-opened from the OnePager Pro Start form. The purpose of this workflow 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:

P71-7 5 2-71-(1-1)-11092021.png

Launch OnePager from the Standalone 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.

P71-7 5 2-71-(2)-11092021.png

Selecting a chart to open tells OnePager to load the chart and display it in the Chart Editor. Source plan data are not 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

OnePager Express Add-in

Once charts are created, they can be re-opened from the OnePager Express Start form. The purpose of this workflow is to retrieve a chart for inclusion in another presentation or to further edit the chart. Using this methodology does not import new or old data from Microsoft Excel. However, Microsoft Excel needs to be launched so that you can access the OnePager Express button.

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 OnePager Express Standalone

The steps to open an EXISTING chart from within Microsoft Excel are shown in the steps below:

X71-7 6 1-71-(1)-11092021.png

Launch Microsoft Excel. With Microsoft Excel running, launch OnePager and click the OPEN button on the OnePager Excel 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.

X71-7 6 1-71-(2)-11092021.png

Selecting a chart to open tells OnePager to retrieve and display it. Source plan data are not imported from the selected Microsoft Excel 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 OnePager View ribbon tool bar tab which displays a list of all available snapshot dates for the chart as shown below:
X70-7 6 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:

X70-7 6 1-70-(4)-08082019.png

OnePager Express Standalone

Once the charts are created, they can be re-opened from the OnePager Express Start form either by launching OnePager from the desktop icon and opening the desired chart or by double-clicking on a .TAM. The purpose of this workflow is to retrieve a chart for inclusion in another presentation or to further edit the chart. Using this methodology will not import new or old data from Microsoft Excel. The steps to open and EXISTING chart are shown in the steps below:

X71-7 6 2-71-(1)-11092021.png

Launch OnePager Express from the Standalone 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 Express 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.

X71-7 6 2-71-(2)-11092021.png

Selecting a chart to open tells OnePager to retrieve and display it. Source plan data are not imported from the selected Microsoft Excel 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 OnePager View ribbon tool bar tab which displays a list of all available snapshot dates for the chart as shown below:
X70-7 6 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:

X70-7 6 1-70-(4)-08082019.png

OnePager Bundle Add-in

The OnePager Bundle Add-in provides access to charts created originally from Microsoft Project or Microsoft Excel source plans. The procedures and workflow for Opening EXISTING charts is the same as opening charts originally created by OnePager Pro Add-in or OnePager Express Add-in. Accordingly, the instructions for Opening EXISTING charts built from Microsoft Project or Microsoft Excel can be found at these two links respectively:

OnePager Pro Add-in
OnePager Express Add-in

OnePager Bundle Standalone

The OnePager Bundle Standalone provides access to charts created originally from Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet source plans.

Using OnePager Bundle to Open EXISTING Charts Created from Microsoft Project or Microsoft Excel

The procedures and workflow for Opening EXISTING charts originally created from Microsoft Project or Microsoft Excel source plans is the same as opening charts originally created by OnePager Pro Standalone or OnePager Express Standalone. Accordingly, the instructions for Opening EXISTING charts built from Microsoft Project or Microsoft Excel can be found at these two links respectively:

OnePager Pro Standalone
OnePager Express Standalone

Using OnePager Bundle to Open EXISITING Charts Created from Oracle Primavera P6

To Open an existing OnePager chart created from an Oracle Primavera P6 source plan, click the OnePager Bundle icon on your desktop which accesses the OnePager Bundle Chart Editor displaying the OnePager Bundle Start form which has the NEW, UPDATE, and OPEN buttons. Clicking the OPEN button access the dropdown list shown in the illustration below:

The OnePager Bundle Start form has two additional buttons for accessing existing charts built with OnePager (OPEN) and for specifically updating an existing chart with updated source plan information (UPDATE).

The right-most button on the OnePager Bundle Start form is the OPEN button. Clicking the OPEN button displays a dropdown menu which is the same for the UPDATE button. The options in the dropdown are discussed below:

P71-3 0 3 1-71-(19A-1)-10152021.png

Clicking the BROWSE FILES... option accesses a Windows Open form from which you can select a .TAM that you want to open. Selecting the desired .TAM causes OnePager to display the selected chart in the Chart Editor. From the Chart Editor, you can edit the chart, save it, or share it with others. Clicking any of the RECENT charts items in the dropdown menu above causes OnePager to load the associated .TAM into the Chart Editor.

Using OnePager Bundle to Open EXISITING Charts Created from Smartsheet

To Open an existing OnePager chart created from a Smartsheet source plan, click the OnePager Bundle icon on your desktop which accesses the OnePager Bundle Chart Editor displaying the OnePager Bundle Start form which has the NEW, UPDATE, and OPEN buttons. Clicking the OPEN button access the dropdown list shown in the illustration below:

The OnePager Bundle Start form has two additional buttons for accessing existing charts built with OnePager (OPEN) and for specifically updating an existing chart with updated source plan information (UPDATE).

The right-most button on the OnePager Start form is the OPEN button. Clicking the OPEN button displays a dropdown menu which is the same for the UPDATE button. The options in the dropdown are discussed below:

P71-3 0 3 3-71-(19A-1)-102872021.png

Clicking the BROWSE FILES... option accesses a Windows Open form from which you can select a .TAM that you want to open. Selecting the desired .TAM causes OnePager Bundle Standalone to display the selected chart in the Chart Editor. From the Chart Editor, you can edit the chart, save it, or share it with others. Clicking any of the RECENT charts items in the dropdown menu above causes OnePager to load the associated .TAM into the Chart Editor.

Related Links

Using Microsoft Project/Excel Source Plans with OnePager Bundle

Using Oracle Primavera P6 Source Plans with OnePager

Using Smartsheet Source Plans with OnePager

Creating a NEW Chart via Pull Operation Feature

REPLACING a Snapshot via Pull Operation

ADDING a Snapshot via Pull Operation

Custom Update (Replacing) of a Snapshot via Pull Operation

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

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