Difference between revisions of "REPLACING a Snapshot via Push Update - OnePager Pro Desktop for Version 7.0"
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==Overview== | ==Overview== | ||
| − | 1) Once created, snapshots are saved in the chart’s '''.TAM''' file and are organized by snapshot date. | + | 1) Once created, snapshots are '''saved''' in the chart’s '''.TAM''' file and are organized by snapshot '''date'''. |
| − | 2) Often there is a need to update a snapshot by replacing its task/milestone data with updated information. | + | 2) Often there is a need to update a snapshot by '''replacing its task and/or milestone data''' with updated information. |
| − | 3) OnePager supports three (3) ways to replace a snapshot. | + | 3) OnePager supports three (3) ways to '''replace''' a snapshot. |
===Dates and Progress Method=== | ===Dates and Progress Method=== | ||
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4) This is the recommended mode. | 4) This is the recommended mode. | ||
| − | 5) 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'''). | + | 5) 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'''). |
| − | 6) OnePager also adds new tasks that were not previously flagged. | + | 6) OnePager also '''adds new''' tasks that were not previously flagged. |
| − | 7) OnePager does not change task labels in this mode. | + | 7) OnePager does not change task '''labels''' in this mode. |
===All Properties Mode=== | ===All Properties Mode=== | ||
| − | 8) In this mode, OnePager does everything it does in '''Dates and Progress mode''' plus it updates the task | + | 8) In this mode, OnePager does everything it does in '''Dates and Progress mode''' plus it updates the task '''name labels''' from Microsoft Project. |
| − | 9) It also refreshes fields that are used for row and swimlane organization. | + | 9) It also refreshes fields that are used for '''row''' and '''swimlane''' organization. |
| − | 10) However, it does not automatically regroup or re-sort | + | 10) 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=== | ===All Properties (Confirm) Mode=== | ||
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<center>P70-7_9_2-70-(1)-08092019.png</center> | <center>P70-7_9_2-70-(1)-08092019.png</center> | ||
| − | == | + | ==Procedure== |
| − | 1) Launch OnePager Pro from the ''' | + | 1) Launch OnePager Pro from the '''Desktop''' Icon. |
2) The OnePager splash page appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Pro Start''' form. | 2) The OnePager splash page appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Pro Start''' form. | ||
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6) It is an excellent idea before proceeding further to check to make sure that the desired Microsoft Project '''source plans''' is selected and showing in the form depicted above. | 6) It is an excellent idea before proceeding further to check to make sure that the desired Microsoft Project '''source plans''' is selected and showing in the form depicted above. | ||
| − | 7) If changes need to be made, click the '''Add/Remove''' button to get you with access to controls allowing you to add or remove Microsoft Project '''source plans''' before going further. | + | 7) If changes need to be made, click the '''Add/Remove''' button to get you with access to controls allowing you to '''add or remove'' Microsoft Project '''source plans''' before going further. |
| − | 8) 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: | + | 8) 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:P70-7_9_1-70-(3)-08092019.png]]</center> | <center>[[File:P70-7_9_1-70-(3)-08092019.png]]</center> | ||
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9) Once '''REPLACE existing snapshot at date:''' is selected the OnePager choices ('''OPC''') form displays the '''Replace''' mode commands as shown above. | 9) Once '''REPLACE existing snapshot at date:''' is selected the OnePager choices ('''OPC''') form displays the '''Replace''' mode commands as shown above. | ||
| − | 10) The next step is to select what is to be replaced. Choose one of the three options discussed above. | + | 10) The next step is to select what is to be '''replaced'''. Choose one of the three options discussed above. |
| − | 11) We recommend using '''Dates and Progress''' unless you have changed the | + | 11) We recommend using '''Dates and Progress''' unless you have changed the '''name labels'''of tasks in the Microsoft Project '''source plan'''. |
<center>[[File:P70-7_9_1-70-(4)-08092019.png]]</center> | <center>[[File:P70-7_9_1-70-(4)-08092019.png]]</center> | ||
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12) Then, click '''Next>''' or '''Replace dates''' at the bottom of the '''OPC''' form depending on whether the '''Show field mappings''' checkbox is checked. | 12) Then, click '''Next>''' or '''Replace dates''' at the bottom of the '''OPC''' form depending on whether the '''Show field mappings''' checkbox is checked. | ||
| − | 13) OnePager imports the data under the control of the '''Flag/Number''' field and replace the snapshot that was selected. | + | 13) OnePager '''imports''' the data under the control of the '''Flag/Number''' field and '''replace''' the snapshot that was selected. |
14) 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. | 14) 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. | ||
| − | 15) When you '''save''' the chart, the replaced snapshot is stored in the chart’s '''.TAM''' file along with all its other snapshots. | + | 15) 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== | ||
Revision as of 14:51, 5 May 2020
Contents
Overview
1) Once created, snapshots are saved in the chart’s .TAM file and are organized by snapshot date.
2) Often there is a need to update a snapshot by replacing its task and/or milestone data with updated information.
3) OnePager supports three (3) ways to replace a snapshot.
Dates and Progress Method
4) This is the recommended mode.
5) 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).
6) OnePager also adds new tasks that were not previously flagged.
7) OnePager does not change task labels in this mode.
All Properties Mode
8) In this mode, OnePager does everything it does in Dates and Progress mode plus it updates the task name labels from Microsoft Project.
9) It also refreshes fields that are used for row and swimlane organization.
10) 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
11) 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.
12) This is quite laborious and is very rarely used.
13) OnePager uses the updated Microsoft Project source plan to REPLACE snapshots.
Push Update Method
14) One method that the OnePager Add-in uses is called the Push Update.
15) By push we mean that the updated Microsoft Project plan is Pushed to OnePager.
Pull Update Method
16) This distinction is important since OnePager also enables the Pull Updatemethod.
17) 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.
18) The scenario for accomplishing this periodic process is shown below:
-08092019.png)
Procedure
1) Launch OnePager Pro from the Desktop Icon.
2) The OnePager splash page appears briefly followed by the OnePager Chart Editor form displaying the OnePager Pro Start form.
3) Select the UPDATE button on the OnePager Pro Start form as shown below:
-08092019.png)
4) Clicking the UPDATE button displays a list of recently-used charts and the word BROWSE FILES…option.
5) Select the desired chart as shown above and OnePager accesses the OnePager choices form shown here:
-08092019.png)
6) It is an excellent idea before proceeding further to check to make sure that the desired Microsoft Project source plans is selected and showing in the form depicted above.
7) If changes need to be made, click the Add/Remove' button to get you with access to controls allowing you to add or remove Microsoft Project source plans before going further.
8) 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)
9) Once REPLACE existing snapshot at date: is selected the OnePager choices (OPC) form displays the Replace mode commands as shown above.
10) The next step is to select what is to be replaced. Choose one of the three options discussed above.
11) We recommend using Dates and Progress unless you have changed the name labelsof tasks in the Microsoft Project source plan.
-08092019.png)
12) Then, click Next> or Replace dates at the bottom of the OPC form depending on whether the Show field mappings checkbox is checked.
13) OnePager imports the data under the control of the Flag/Number field and replace the snapshot that was selected.
14) 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.
15) 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
(7.9.2-70)
