Difference between revisions of "Snapshots (Versioning) for Version 7.0"
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2) '''Snapshots''' are contained in the OnePager Pro/Express chart as it's '''.TAM''' file. | 2) '''Snapshots''' are contained in the OnePager Pro/Express chart as it's '''.TAM''' file. | ||
| − | 3) Once '''snapshots''' are taken they can be '''edited''' in the '''Chart Editor''' | + | 3) Once '''snapshots''' are taken they can be '''edited''' in the '''Chart Editor'''. |
| − | 4) Sometimes you have to change the '''date''' of a '''snapshot''' or '''delete''' '''snapshots''' that are no longer needed. | + | 4) Additionally, '''snapshots''' can be '''updated''' as described in the appropriate articles at: [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] 7.0.1-70 |
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| + | 5) Sometimes you have to change the '''date''' of a '''snapshot''' or '''delete''' '''snapshots''' that are no longer needed. | ||
==Changing a Snapshot's Date== | ==Changing a Snapshot's Date== | ||
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1) You can easily change the '''date''' of an existing '''snapshot''' from the form that lists the '''snapshot dates'''. | 1) You can easily change the '''date''' of an existing '''snapshot''' from the form that lists the '''snapshot dates'''. | ||
| − | 2) To do this, | + | 2) To do this, go to the OnePager Pro/Express ribbon's '''View''' tab and click the '''List All''' button in the tab's '''Snapshots''' group as shown below: |
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<center>[[File:P61-23_4_1-61-(1)-11032017.png]]</center> | <center>[[File:P61-23_4_1-61-(1)-11032017.png]]</center> | ||
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<center>Replace with Updated Screenshot</center> | <center>Replace with Updated Screenshot</center> | ||
| − | + | 3) Clicking the '''List All''' button on the ribbon accesses the '''Select snapshot''' form as shown here: | |
<center>[[File:P61-23_4_1-61-(2)-11032017.png]]</center> | <center>[[File:P61-23_4_1-61-(2)-11032017.png]]</center> | ||
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<center>Replace with Updated Screenshot</center> | <center>Replace with Updated Screenshot</center> | ||
| − | + | 4) When the '''Select snapshot''' form appears, the '''current snapshot date''', visible in the '''Chart Editor''', is automatically shown in the above form. | |
| − | + | 5) Double left-click the desired '''snapshot date''' to access the '''Change snapshot date''' form. | |
| − | + | 6) Use the '''date''' dropdown calendar to enter a '''new snapshot date''' as shown below: | |
<center>[[File:P61-23_4_1-61-(3)-11032017.png]]</center> | <center>[[File:P61-23_4_1-61-(3)-11032017.png]]</center> | ||
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2) Once the '''snapshot date''' is '''selected''', click your keyboard’s '''Delete key'''. | 2) Once the '''snapshot date''' is '''selected''', click your keyboard’s '''Delete key'''. | ||
| − | 3) Once you '''save''' the chart using the '''Chart Editor''', the '''deleted snapshots''' | + | 3) Once you '''save''' the chart using the '''Chart Editor''', the '''deleted snapshots''' is no longer accessible. |
4) If, however, you have '''deleted a snapshot''' but have not yet '''saved''' the chart file using the '''Chart Editor''', the '''UNDO''' function '''restores''' the '''deleted snapshot''' so that it can be further accessed. | 4) If, however, you have '''deleted a snapshot''' but have not yet '''saved''' the chart file using the '''Chart Editor''', the '''UNDO''' function '''restores''' the '''deleted snapshot''' so that it can be further accessed. | ||
Revision as of 16:31, 7 January 2020
About Snapshots (Versioning)
1) OnePager can take and save versions of Microsoft Project/Excel source plans called snapshots which represent the state of a project through time.
2) Snapshots are contained in the OnePager Pro/Express chart as it's .TAM file.
3) Once snapshots are taken they can be edited in the Chart Editor.
4) Additionally, snapshots can be updated as described in the appropriate articles at: Basic Workflows (Portal) 7.0.1-70
5) Sometimes you have to change the date of a snapshot or delete snapshots that are no longer needed.
Changing a Snapshot's Date
1) You can easily change the date of an existing snapshot from the form that lists the snapshot dates.
2) To do this, go to the OnePager Pro/Express ribbon's View tab and click the List All button in the tab's Snapshots group as shown below:
-11032017.png)
3) Clicking the List All button on the ribbon accesses the Select snapshot form as shown here:
-11032017.png)
4) When the Select snapshot form appears, the current snapshot date, visible in the Chart Editor, is automatically shown in the above form.
5) Double left-click the desired snapshot date to access the Change snapshot date form.
6) Use the date dropdown calendar to enter a new snapshot date as shown below:
-11032017.png)
Deleting a Snapshot
1) To delete a snapshot, select it in the window of the Select snapshot form shown below:
2) Once the snapshot date is selected, click your keyboard’s Delete key.
3) Once you save the chart using the Chart Editor, the deleted snapshots is no longer accessible.
4) If, however, you have deleted a snapshot but have not yet saved the chart file using the Chart Editor, the UNDO function restores the deleted snapshot so that it can be further accessed.
5) As an alternative, you can just exit OnePager without saving the chart and then re-open the chart.
(23.4.1-70)
