Difference between revisions of "REPLACING a Snapshot via Push Update - OnePager Express Add-in for Version 5.3"

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=ADDING a Snapshot via Push Update – OnePager Express Add-in for Version 5.3 (X53-7_8_1-11272015)=
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==Overview==
  
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During the course of a project, work is accomplished, new tasks start, completed tasks are finished, and, from time to time, dates are adjusted. These occurrences are usually picked up as part of a regular reporting process for the project. When updated, the Microsoft Excel plan becomes an important source for reporting updated schedule information.
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Once created, snapshots are saved in the project view’s '''.TAM''' file and are organized by snapshot date. Often there is a need to update a snapshot by replacing its task/milestone data with updated information. OnePager supports three ways to replace a snapshot:
  
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OnePager uses the updated Microsoft Excel plan to ADD snapshots to record how the project changes from reporting period to reporting period.  
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1) '''Dates and Progress Mode''' This is the recommended mode.  With this mode, OnePager changes all dynamic properties (e.g. start and finish dates, baseline dates, deadline dates, percent complete, critical path, dynamic color-coding, and conditional formatting properties).  OnePager will also add new tasks that were not previously flagged.  OnePager does not change task labels in this mode.  
  
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One method that the OnePager Add-in uses is called the “Push Update”.  By that we mean that the updated Microsoft Project plan is “Pushed” to OnePager. This distinction is important since OnePager Version 5.3 also enables the “Pull Update” method.  (See article: [[ADDING a Snapshot via Pull Update - OnePager Express for Version 5.3]] 7.15.2-53 for a discussion of the “Pull” method for adding a snapshot to a project view.
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2) '''All Properties Mode''' In this rarely-used mode, OnePager does everything it does in '''Dates and Progress''' mode plus it updates the task names from Microsoft Project. It will also refresh fields that are used for row and swimlane organization. However, it will not automatically regroup or re-sort them unless you trigger a re-computation on the '''Rows and Swimlanes''' tab of the Project-View Properties ('''PVP''') form.
  
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The scenario for accomplishing this periodic process is shown below:
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3) '''All Properties (confirm) Mode''' In this mode, OnePager performs the same functions as in the '''All properties mode''' but requests individual confirmation from you before each change is performed.  This is quite laborious and is very rarely used.
  
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<center>[[File:X53-7_8_1-53-(1)-11272015.png]]</center>
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4) OnePager uses the updated Microsoft Excel plan to REPLACE snapshots.  
  
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<center></center>
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5) One method that the OnePager '''Add-in''' uses is called the '''Push Update'''.  By that we mean that the updated Microsoft Excel plan is '''Pushed''' to OnePager.  This distinction is important since OnePager version 5.3 also enables the '''Pull Update'''method.  (See article: [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 5.3 | REPLACING a Snapshot via Pull Operation - OnePager Express]]  for a discussion of the '''Pull''' method for adding a snapshot to a project view.
  
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<center>X53-7_8_1-53-(1)-11272015.png</center>
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The scenario for accomplishing this periodic process is shown below:
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<center></center>
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1) Launch Microsoft Excel and bring up a Microsoft Project plan containing updated information.
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2) Launch OnePager and select the “UPDATE” button on the “OnePager Express Start” form as shown below:
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<center>[[File:X53-7_8_1-53-(WF1)-11272015.png]]</center>
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<center></center>
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<center>[[File:X53-7_10_1-53-(1)-11272015.png]]</center>
  
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<center>X53-7_8_1-53-(WF1)-11262015.png</center>
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==Procedures==
  
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:a) Clicking the “UPDATE” button will display a list of recently-used project views and the word “BROWSE FILES…” option.  Select the desired project view as shown above and OnePager will bring up the “OnePager choices” form shown here:
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1) Launch OnePager from Microsoft Excel and select the '''UPDATE''' button on the '''OnePager Express Start''' form as shown below:
  
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<center></center>
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<center>[[File:X53-7_10_1-53-(WF1)-11272015.png]]</center>
  
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<center>[[File:X53-7_8_1-53-(2)-11272015.png]]</center>
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:a) Clicking the '''UPDATE''' button will display a list of recently-used project views and the word '''BROWSE FILES…''' option.  Select the desired project view as shown above and OnePager will bring up the OnePager choices ('''OPC''') form shown here:
  
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<center></center>
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<center>[[File:X53-7_10_1-53-(2)-11272015.png]]</center>
  
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<center>X53-7_8_1-53-(2)-11272015.png</center>
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:b) It is an excellent idea before proceeding further to check to make sure that the desired Microsoft Excel '''Source file(s)''' is selected and showing in the form depicted above. If changes need to be made, click the '''Add/Remove''' button to get access to controls allowing you to add or remove Microsoft Excel '''Source file(s)''' before going further.
  
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<center></center>
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:c) Select the '''REPLACE existing snapshot at date:''' radio button as shown above and use the snapshot selection dropdown list to select the date of the snapshot to replace as shown below:
  
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:b) Select the “NEW snapshot at date:” radio button and use the calendar drop-down list to select the date for this snapshot as shown here:
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<center>[[File:X53-7_10_1-53-(WF2)-11272015.png]]</center>
  
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<center>[[File:X53-7_8_1-53-(WF2)-11272015.png]]</center>
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2) Once '''REPLACE existing snapshot at date:''' is selected the '''OPC''' form will display the Replace mode commands as shown above.
  
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<center></center>
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3) The next step is to select what is to be replaced. Choose one of the three options discussed above.  We recommend always using '''Dates and Progress''' unless you have changed the names of tasks in Microsoft Excel.
  
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<center>X53-7_8_1-53-(WF2)-11272015.png</center>
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<center>[[File:X53-7_10_1-53-(3)-11272015.png]]</center>
  
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:c) Then, click “Next&gt;” or “New” depending on whether the “Show column mapping” box is checked. OnePager '''will take the Microsoft Excel plan data''' under the control of the "flag" field and produce a new snapshot in the project view at the date selected.  
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4) Then, click '''Next&gt;''' or '''Replace dates''' at the bottom of the '''OPC''' form depending on whether the '''Show column mappings''' checkbox is checked. OnePager will import the data from the Microsoft Excel plan under the control of the '''flag''' field and replace the snapshot that was selected.  
  
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3) Once the updated project view is open, you may edit, save, and copy the project view to a PowerPoint slide or elsewhere as described previously.  
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5) Once the project view is displayed and available, you may edit, save, and copy the project view to a PowerPoint slide or elsewhere as described previously.
  
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4) When you save the project view, the newly-created snapshot is stored in the project view’s TAM file along with all its other snapshots.  A project view may contain as many snapshots as you like.
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6) When you save the project view, the replaced snapshot is stored in the project view’s '''.TAM''' file along with all its other snapshots.
  
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5) Some care needs to be taken to make sure that the update uses the correct flag setting. The project view is designed to remember which flag setting it is using, so the updates will be consistent unless you accidentally change the "flag" setting.  When there are multiple "flag" fields in a Microsoft Excel plan from which OnePager imports data, it’s a good idea to glance at the flag setting before hitting the large “New” button.
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==Related Links==
  
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Related Links:
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[[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 5.3 | Creating a NEW Project View via Pull Operation - OnePager Pro]]
  
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[[Creating a NEW Project View via Pull Update - OnePager Pro for Version 5.3]] 7.13.1-53
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[[Creating a NEW Project View via Pull Operation - OnePager Express  for Version 5.3 | Creating a NEW Project View via Pull Operation - OnePager Express]]  
  
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[[Creating a NEW Project View via Pull Update - OnePager Express  for Version 5.3]] 7.13.2-53
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[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 | REPLACING a Snapshot via Pull Operation - OnePager Pro]]  
  
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[[REPLACING a Snapshot via Pull Update - OnePager Pro for Version 5.3]] 7.14.1-53
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[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 5.3 | REPLACING a Snapshot via Pull Operation - OnePager Express]]
  
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[[REPLACING a Snapshot via Pull Update - OnePager Express for Version 5.3]] 7.14.2-53
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[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 5.3 | ADDING a Snapshot via Pull Operation - OnePager Pro]]
  
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[[ADDING a Snapshot via Pull Update - OnePager Pro for Version 5.3]] 7.15.1-53
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[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 5.3 | ADDING a Snapshot via Pull Operation - OnePager Express]]
  
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[[ADDING a Snapshot via Pull Update - OnePager Express for Version 5.3]]   7.15.2-53
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 5.3 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]]
  
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[[Custom REPLACING a Snapshot via Pull Update - OnePager Pro for Version 5.3]] 7.16.1-53
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 5.3 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]]  
  
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[[Custom REPLACING a Snapshot via Pull Update - OnePager Express for Version 5.3]] 7.16.2-53
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button]]
  
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(7.8.1-53)
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(7.10.1-53)
  
 
[[Category:Version 5.3]]
 
[[Category:Version 5.3]]

Latest revision as of 19:45, 3 March 2016

Overview

Once created, snapshots are saved in the project view’s .TAM file and are organized by snapshot date. Often there is a need to update a snapshot by replacing its task/milestone data with updated information. OnePager supports three ways to replace a snapshot:

1) Dates and Progress Mode This is the recommended mode. With this mode, OnePager changes all dynamic properties (e.g. start and finish dates, baseline dates, deadline dates, percent complete, critical path, dynamic color-coding, and conditional formatting properties). OnePager will also add new tasks that were not previously flagged. OnePager does not change task labels in this mode.

2) All Properties Mode In this rarely-used mode, OnePager does everything it does in Dates and Progress mode plus it updates the task names from Microsoft Project. It will also refresh fields that are used for row and swimlane organization. However, it will not automatically regroup or re-sort them unless you trigger a re-computation on the Rows and Swimlanes tab of the Project-View Properties (PVP) form.

3) All Properties (confirm) Mode In this mode, OnePager performs the same functions as in the All properties mode but requests individual confirmation from you before each change is performed. This is quite laborious and is very rarely used.

4) OnePager uses the updated Microsoft Excel plan to REPLACE snapshots.

5) One method that the OnePager Add-in uses is called the Push Update. By that we mean that the updated Microsoft Excel plan is Pushed to OnePager. This distinction is important since OnePager version 5.3 also enables the Pull Updatemethod. (See article: REPLACING a Snapshot via Pull Operation - OnePager Express for a discussion of the Pull method for adding a snapshot to a project view.

The scenario for accomplishing this periodic process is shown below:

X53-7 10 1-53-(1)-11272015.png

Procedures

1) Launch OnePager from Microsoft Excel and select the UPDATE button on the OnePager Express Start form as shown below:

X53-7 10 1-53-(WF1)-11272015.png
a) Clicking the UPDATE button will display a list of recently-used project views and the word BROWSE FILES… option. Select the desired project view as shown above and OnePager will bring up the OnePager choices (OPC) form shown here:
X53-7 10 1-53-(2)-11272015.png
b) It is an excellent idea before proceeding further to check to make sure that the desired Microsoft Excel Source file(s) is selected and showing in the form depicted above. If changes need to be made, click the Add/Remove button to get access to controls allowing you to add or remove Microsoft Excel Source file(s) before going further.
c) Select the REPLACE existing snapshot at date: radio button as shown above and use the snapshot selection dropdown list to select the date of the snapshot to replace as shown below:
X53-7 10 1-53-(WF2)-11272015.png

2) Once REPLACE existing snapshot at date: is selected the OPC form will display the Replace mode commands as shown above.

3) The next step is to select what is to be replaced. Choose one of the three options discussed above. We recommend always using Dates and Progress unless you have changed the names of tasks in Microsoft Excel.

X53-7 10 1-53-(3)-11272015.png

4) Then, click Next> or Replace dates at the bottom of the OPC form depending on whether the Show column mappings checkbox is checked. OnePager will import the data from the Microsoft Excel plan under the control of the flag field and replace the snapshot that was selected.

5) Once the project view is displayed and available, you may edit, save, and copy the project view to a PowerPoint slide or elsewhere as described previously.

6) When you save the project view, the replaced snapshot is stored in the project view’s .TAM file along with all its other snapshots.

Related Links

Creating a NEW Project View via Pull Operation - OnePager Pro

Creating a NEW Project View 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

(7.10.1-53)

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