Difference between revisions of "REPLACING a Snapshot via Push Update - OnePager Pro Add-in for Version 7.0"
From OnePager Documentation
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==Overview Flow Chart== | ==Overview Flow Chart== | ||
| − | + | 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 and/or milestone data''' with updated information. OnePager supports three (3) ways to '''replace''' a snapshot. | |
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===Dates and Progress Mode=== | ===Dates and Progress Mode=== | ||
| − | + | This is the '''recommended mode'''. With this mode, OnePager changes '''all dynamic properties''' of '''imported''' tasks and milestones (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. | |
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===All Properties Mode=== | ===All Properties Mode=== | ||
| − | + | In this mode, OnePager does everything it does in '''Dates and Progress''' mode plus it updates the task '''name labels''' from Microsoft Project. It also refreshes '''fields''' that are used for '''row''' and '''swimlane''' organization. However, it does not automatically '''regroup or re-sort''' '''rows''' and '''swimlanes''' unless you trigger a re-computation on the '''Rows and Swimlanes''' tab of the '''Chart Properties''' form. | |
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===All Properties (Confirm) Mode=== | ===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 Project '''source plan''' to REPLACE snapshots. | |
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===Push Update Method=== | ===Push Update Method=== | ||
| − | + | 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. | |
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===Pull Update Method=== | ===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 Pro for Version 7.0| REPLACING a Snapshot via Pull Operation - OnePager Pro]] 7.14.1-70. | |
| − | + | The scenario for accomplishing this periodic process is shown below: | |
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<center>[[File:P70-7_9_1-70-(1)-08092019.png]]</center> | <center>[[File:P70-7_9_1-70-(1)-08092019.png]]</center> | ||
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==Procedure== | ==Procedure== | ||
| − | 1) Launch OnePager from Microsoft Project and select the '''UPDATE''' button on the '''OnePager Pro Start''' form as shown below: | + | :1) Launch OnePager from Microsoft Project and select the '''UPDATE''' button on the '''OnePager Pro Start''' form as shown below: |
<center>[[File:P70-7_7_1-70-(2)-08092019.png]]</center> | <center>[[File:P70-7_7_1-70-(2)-08092019.png]]</center> | ||
<center>P70-7_7_1-70-(2)-08092019.png</center> | <center>P70-7_7_1-70-(2)-08092019.png</center> | ||
| − | 2) Clicking the '''UPDATE''' button displays a list of recently-used charts and the word '''BROWSE FILES…'''option. | + | :2) Clicking the '''UPDATE''' button displays a list of recently-used charts and the word '''BROWSE FILES…'''option. |
| − | 3) Select the desired chart as shown above and OnePager accesses the OnePager choices ('''OPC''') form shown here: | + | :3) Select the desired chart as shown above and OnePager accesses the OnePager choices ('''OPC''') form shown here: |
<center>[[File:P70-7_9_1-70-(2)-08092019.png]]</center> | <center>[[File:P70-7_9_1-70-(2)-08092019.png]]</center> | ||
<center>P70-7_9_1-70-(2)-08092019.png</center> | <center>P70-7_9_1-70-(2)-08092019.png</center> | ||
| − | 4) 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. | + | :4) 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. 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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<center>[[File:P70-7_9_1-70-(3)-08092019.png]]</center> | <center>[[File:P70-7_9_1-70-(3)-08092019.png]]</center> | ||
<center>P70-7_9_1-70-(3)-08092019.png</center> | <center>P70-7_9_1-70-(3)-08092019.png</center> | ||
| − | + | :5) Once '''REPLACE existing snapshot at date:''' is selected, the OnePager choices ('''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 using '''Dates and Progress''' unless you have changed the '''name labels''' of task bars and milestone symbols in the chart from the Microsoft Project '''source plan'''. | |
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<center>[[File:P70-7_9_1-70-(4)-08092019.png]]</center> | <center>[[File:P70-7_9_1-70-(4)-08092019.png]]</center> | ||
<center>P70-7_9_1-70-(4)-08092019.png</center> | <center>P70-7_9_1-70-(4)-08092019.png</center> | ||
| − | + | :6) Then, click '''Next>''' or '''Replace dates''' at the bottom of the '''OPC''' form depending on whether the '''Show field mappings''' checkbox is checked '''ON'''. OnePager '''imports''' the data under the control of the '''Flag/Number''' field and '''replace''' the selected snapshot. Once the chart is displayed and available, you can '''edit''', '''save''', and '''copy the chart''' to a 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. | |
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==Related Links== | ==Related Links== | ||
Revision as of 20:52, 30 December 2020
Contents
Overview Flow Chart
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 and/or 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 of imported tasks and milestones (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 name labels from Microsoft Project. It also refreshes fields that are used for row and swimlane organization. However, it does not automatically regroup or re-sort rows and swimlanes 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 Project 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 Project plan is Pushed to OnePager.
Pull Update Method
This distinction is important since OnePager also enables the Pull Updatemethod. 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 Pro 7.14.1-70.
The scenario for accomplishing this periodic process is shown below:
-08092019.png)
Procedure
- 1) Launch OnePager from Microsoft Project and select the UPDATE button on the OnePager Pro Start form as shown below:
-08092019.png)
- 2) Clicking the UPDATE button displays a list of recently-used charts and the word BROWSE FILES…option.
- 3) Select the desired chart as shown above and OnePager accesses the OnePager choices (OPC) form shown here:
-08092019.png)
- 4) 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. 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:
-08092019.png)
- 5) Once REPLACE existing snapshot at date: is selected, the OnePager choices (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 using Dates and Progress unless you have changed the name labels of task bars and milestone symbols in the chart from the Microsoft Project source plan.
-08092019.png)
- 6) Then, click Next> or Replace dates at the bottom of the OPC form depending on whether the Show field mappings checkbox is checked ON. OnePager imports the data under the control of the Flag/Number field and replace the selected snapshot. Once the chart is displayed and available, you can edit, save, and copy the chart to a 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 7.13.1-70
Creating a NEW Chart via Pull Operation - OnePager Express 7.13.2-70
REPLACING a Snapshot via Pull Operation - OnePager Pro 7.14.1-70
REPLACING a Snapshot via Pull Operation - OnePager Express 7.14.2-70
ADDING a Snapshot via Pull Operation - OnePager Pro 7.15.1-70
ADDING a Snapshot via Pull Operation - OnePager Express 7.15.2-70
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 7.16.2-70
Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-70
(7.9.1-70)
