REPLACING a Snapshot via Push Update - OnePager Pro Add-in for Version 6.1

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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 Project. 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 Project 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 Project 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 Pro 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:

P60-7 9 1-53-(1)-09182016.png

Procedures

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

P60-7 9 1-60-(1)-01312017.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:
P60-7 9 1-60-(2)-01312017.png
b) It is an excellent idea before proceeding further to check to make sure that the desired Microsoft Project 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 Project source plans 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:
P60-7 9 1-60-(3)-01312016.png

2) Once REPLACE existing snapshot at date: is selected the OnePager choices (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 using Dates and Progress unless you have changed the names of tasks in the Microsoft Project source plan.

P60-7 9 1-60-(4)-01312017.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 under the control of the Flag/Number 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 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

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