Difference between revisions of "REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 7.0"
From OnePager Documentation
(→Overview) |
|||
| (11 intermediate revisions by 2 users not shown) | |||
| Line 1: | Line 1: | ||
==Overview== | ==Overview== | ||
| − | + | Once created, snapshots are saved in the chart’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 (3) ways to replace a snapshot. | |
| − | + | ===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. | |
| − | + | ===All Properties Mode=== | |
| − | + | In this 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 '''Chart Properties''' form. | |
| − | + | ===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. OnePager uses the updated Microsoft Excel '''source plan''' to REPLACE snapshots. | |
| − | + | ===Push Update Method=== | |
| − | + | 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. | |
| − | + | ===Pull Update Method=== | |
| − | + | This distinction is important since OnePager also enables the '''Pull Update''' method. | |
| − | + | For more information on the '''Pull method''' for adding a snapshot to the chart, please see the article at: [[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70--> | |
| − | + | The scenario for accomplishing this periodic process is shown below: | |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
<center>[[File:X70-7_10_2-70-(1)-08102019.png]]</center> | <center>[[File:X70-7_10_2-70-(1)-08102019.png]]</center> | ||
| − | <center>X70-7_10_2-70-(1)-08102019.png</center> | + | <!--<center>X70-7_10_2-70-(1)-08102019.png</center>--> |
==Procedures== | ==Procedures== | ||
| − | 1) Launch OnePager Express from the '''desktop | + | :1) Launch OnePager Express from the '''desktop icon'''. |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | :2) The OnePager splash page appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Express Start''' form. | |
| − | + | ||
| − | : | + | :3) Select the '''UPDATE''' button on the '''OnePager Express Start''' form as shown below: |
| − | : | + | <center>[[File:X70-7_10_2-70-(2)-08102019.png]]</center> |
| + | <!--<center>X70-7_10_2-70-(2)-08102019.png</center>--> | ||
| − | + | :4) Clicking the '''UPDATE''' button displays a list of recently-used charts and the word '''BROWSE FILES…''' option. Select the desired chart as shown above and OnePager accesses the OnePager choices ('''OPC''') form shown here: | |
| − | + | ||
| − | + | <center>[[File:X70-7_10_1-70-(3)-08102019.png]]</center> | |
| + | <!--<center>X70-7_10_1-70-(3)-08102019.png</center>--> | ||
| − | 5) | + | :5) 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. 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: |
| − | <center>[[File: | + | <center>[[File:X70-7_10_1-70-(4)-08102019.png]]</center> |
| − | <center> | + | <!--<center>X70-7_10_1-70-(4)-08102019.png</center>--> |
| − | 6) | + | :6) Once '''REPLACE existing snapshot at date:''' is selected the '''OPC''' form displays the '''Replace''' mode commands as shown above. 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'''. |
| − | + | <center>[[File:X70-7_10_1-70-(5)-08102019.png]]</center> | |
| + | <!--<center>X70-7_10_1-70-(5)-08102019.png</center>--> | ||
| − | + | :7) Then, click '''Next>''' or '''Replace dates''' at the bottom of the '''OPC''' form depending on whether the '''Show column 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. 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 you ''''save''' the chart, the replaced snapshot is stored in the chart’s '''.TAM''' file along with all its other snapshots. | |
==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]] | + | [[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] v7.15.2-70--> |
| − | [[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--> |
(7.10.2-70) | (7.10.2-70) | ||
Latest revision as of 22:06, 11 January 2021
Contents
Overview
Once created, snapshots are saved in the chart’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 (3) ways to replace a snapshot.
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.
All Properties Mode
In this 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 Chart Properties form.
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. OnePager uses the updated Microsoft Excel source plan to REPLACE snapshots.
Push Update Method
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.
Pull Update Method
This distinction is important since OnePager also enables the Pull Update method.
For more information on the Pull method for adding a snapshot to the chart, please see the article at: REPLACING a Snapshot via Pull Operation - OnePager Express
The scenario for accomplishing this periodic process is shown below:
-08102019.png)
Procedures
- 1) Launch OnePager Express from the desktop icon.
- 2) The OnePager splash page appears briefly followed by the OnePager Chart Editor form displaying the OnePager Express Start form.
- 3) Select the UPDATE button on the OnePager Express Start form as shown below:
-08102019.png)
- 4) Clicking the UPDATE button displays a list of recently-used charts and the word BROWSE FILES… option. Select the desired chart as shown above and OnePager accesses the OnePager choices (OPC) form shown here:
-08102019.png)
- 5) 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. 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:
-08102019.png)
- 6) Once REPLACE existing snapshot at date: is selected the OPC form displays the Replace mode commands as shown above. 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.
-08102019.png)
- 7) Then, click Next> or Replace dates at the bottom of the OPC form depending on whether the Show column 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. 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 you 'save the chart, the replaced snapshot is stored in the chart’s .TAM file along with all its other snapshots.
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 v7.15.2-70-->
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
(7.10.2-70)
