Difference between revisions of "REPLACING a Snapshot via Push Update - OnePager Express Add-in for Version 6.1"
From OnePager Documentation
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==Overview== | ==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) 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 | + | :(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 also adds 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 Excel. It | + | :(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 Excel. It also refreshes fields that are used for row and swimlane organization. However, it does 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. | + | :(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. |
| − | + | 2) OnePager uses the updated Microsoft Excel '''source plan''' to REPLACE snapshots. | |
| − | + | 3) One method that the OnePager '''Add-in''' uses is called the '''Push Update'''. By '''push''' we mean that the updated Microsoft Excel '''source plan''' is '''Pushed''' to OnePager. This distinction is important since OnePager also enables the '''Pull Update'''method. (See article: [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-61--> 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: | + | 4) The scenario for accomplishing this periodic process is shown below: |
<center>[[File:X60-7_10_1-53-(1)-09182016.png]]</center> | <center>[[File:X60-7_10_1-53-(1)-09182016.png]]</center> | ||
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<center>[[File:X60-7_10_1-53-(2)-09182016.png]]</center> | <center>[[File:X60-7_10_1-53-(2)-09182016.png]]</center> | ||
| − | :a) Clicking the '''UPDATE''' button | + | :a) Clicking the '''UPDATE''' button displays a list of recently-used project views and the word '''BROWSE FILES…''' option. Select the desired project view as shown above and OnePager accesses the OnePager choices ('''OPC''') form shown here: |
<center>[[File:X60-7_10_1-60-(3)-02012017.png]]</center> | <center>[[File:X60-7_10_1-60-(3)-02012017.png]]</center> | ||
| Line 35: | Line 35: | ||
<!--<center>X60-7_10_1-60-(4)-02202017.png</center>--> | <!--<center>X60-7_10_1-60-(4)-02202017.png</center>--> | ||
| − | 2) Once '''REPLACE existing snapshot at date:''' is selected the '''OPC''' form | + | 2) Once '''REPLACE existing snapshot at date:''' is selected the '''OPC''' form displays 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 the Microsoft Excel '''source plan'''. | 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 the Microsoft Excel '''source plan'''. | ||
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<!--<center>X60-7_10_1-60-(5)-02202017.png</center>--> | <!--<center>X60-7_10_1-60-(5)-02202017.png</center>--> | ||
| − | 4) Then, click '''Next>''' or '''Replace dates''' at the bottom of the '''OPC''' form depending on whether the '''Show field mappings''' checkbox is checked. OnePager | + | 4) Then, click '''Next>''' or '''Replace dates''' at the bottom of the '''OPC''' form depending on whether the '''Show field mappings''' checkbox is checked. OnePager imports the data from the Microsoft Excel '''source 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 | + | 5) Once the project view is displayed and available, you can '''edit''', save, and copy the project view to a Microsoft 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. | 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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==Related Links== | ==Related Links== | ||
| − | [[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Pro]] 7.13.1-61 | + | [[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Pro]] <!--7.13.1-61--> |
| − | [[Creating a NEW Project View via Pull Operation - OnePager Express for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Express]] 7.13.2-61 | + | [[Creating a NEW Project View via Pull Operation - OnePager Express for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Express]] <!--7.13.2-61--> |
| − | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] 7.14.1-61 | + | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-61--> |
| − | [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Express]] 7.14.2-61 | + | [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-61--> |
| − | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Pro]] 7.15.1-61 | + | [[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-61--> |
| − | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Express]] 7.15.2- | + | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-61--> |
| − | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 6.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] 7.16.1-61 | + | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 6.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-61--> |
| − | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 6.1 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] 7.16.2-61 | + | [[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 6.1 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-61--> |
| − | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-61 | + | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-61--> |
(7.10.1-61) | (7.10.1-61) | ||
Latest revision as of 23:02, 4 January 2019
Overview
1) 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 also adds 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 Excel. It also refreshes fields that are used for row and swimlane organization. However, it does 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.
2) OnePager uses the updated Microsoft Excel source plan to REPLACE snapshots.
3) One method that the OnePager Add-in uses is called the Push Update. By push we mean that the updated Microsoft Excel source plan is Pushed to OnePager. This distinction is important since OnePager 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.
4) The scenario for accomplishing this periodic process is shown below:
-09182016.png)
Procedures
1) Launch OnePager from Microsoft Excel and select the UPDATE button on the OnePager Express Start form as shown below:
-09182016.png)
- a) Clicking the UPDATE button displays a list of recently-used project views and the word BROWSE FILES… option. Select the desired project view as shown above and OnePager accesses the OnePager choices (OPC) form shown here:
-02012017.png)
- b) It is an excellent idea before proceeding further to check to make sure that the desired Microsoft Excel source plan 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 plan 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:
-02202017.png)
2) Once REPLACE existing snapshot at date: is selected the OPC form displays 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 the Microsoft Excel source plan.
-02202017.png)
4) Then, click Next> or Replace dates at the bottom of the OPC form depending on whether the Show field mappings checkbox is checked. OnePager imports the data from the Microsoft Excel source 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 can edit, save, and copy the project view to a Microsoft 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
(7.10.1-61)
