Difference between revisions of "Snapshots (Versioning) for Version 7.0"
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==About Snapshots (Versioning)== | ==About Snapshots (Versioning)== | ||
| − | + | OnePager can '''save''' versions of Microsoft Project/Excel '''source plans''' called '''snapshots''' which represent the state of a project through time. '''Snapshots''' are contained in the OnePager Pro/Express chart as it's '''.TAM''' file. Once '''snapshots''' are taken they can be '''edited''' in the '''Chart Editor'''. 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 | |
| − | + | Sometimes you have to change the '''date''' of a '''snapshot''' or '''delete''' '''snapshots''' that are no longer needed. | |
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==Changing a Snapshot's Date== | ==Changing a Snapshot's Date== | ||
| − | + | You can easily change the '''date''' of an existing '''snapshot''' from the form that lists the '''snapshot dates'''. To do this, go to the OnePager Pro/Express '''View''' ribbon tool bar tab and click the '''List All''' button in the tab's '''Snapshots''' group as shown below: | |
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<center>[[File:P70-23_4_1-70-(1-1)-12172020.png]]</center> | <center>[[File:P70-23_4_1-70-(1-1)-12172020.png]]</center> | ||
<center><P70-23_4_1-70-(1-1)-12172020.png></center> | <center><P70-23_4_1-70-(1-1)-12172020.png></center> | ||
| − | + | Clicking the '''List All''' button on the '''View''' ribbon tool bar tab accesses the '''Select snapshot''' form as shown here: | |
<center>[[File:P70-23_4_1-70-(2)-11302020.png]]</center> | <center>[[File:P70-23_4_1-70-(2)-11302020.png]]</center> | ||
<center><P70-23_4_1-70-(2)-11302020.png></center> | <center><P70-23_4_1-70-(2)-11302020.png></center> | ||
| − | + | When the '''Select snapshot''' form appears, the '''current snapshot date''', visible in the '''Chart Editor''', is automatically shown in the above form. Double-click the desired '''snapshot date''' to access the '''Calendar Date Picker''' form. Use the '''Date picker''' form to select a '''new snapshot date''' as shown below: | |
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<center>[[File:P70-23_4_1-70-(3)-11302020.png]]</center> | <center>[[File:P70-23_4_1-70-(3)-11302020.png]]</center> | ||
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==Deleting a Snapshot== | ==Deleting a Snapshot== | ||
| − | + | To '''delete a snapshot,''' select it with a left-click in the window of the '''Select snapshot''' form shown below: | |
<center>[[File:P70-23_4_1-70-(4)-11302020.png]]</center> | <center>[[File:P70-23_4_1-70-(4)-11302020.png]]</center> | ||
<center><P70-23_4_1-70-(4)-11302020.png></center> | <center><P70-23_4_1-70-(4)-11302020.png></center> | ||
| − | + | Once the '''snapshot date''' is '''selected''', click your keyboard’s '''Delete key'''. Clicking your '''Delete key''' prompts a OnePager message for asking for you to confirm your requested '''Delete''' action as shown here: | |
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<center>[[File:P70-23_4_1-70-(5)-11302020.png]]</center> | <center>[[File:P70-23_4_1-70-(5)-11302020.png]]</center> | ||
<center><P70-23_4_1-70-(5)-11302020.png></center> | <center><P70-23_4_1-70-(5)-11302020.png></center> | ||
| − | + | Clicking the '''OK''' button on the form '''deletes the snapshot from the chart'''. Once you '''save''' the chart using the '''Chart Editor''', the '''deleted snapshots''' is no longer accessible. 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. As an alternative, you can just exit OnePager without '''saving''' the chart and then '''re-open''' the chart. | |
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(23.4.1-70) | (23.4.1-70) | ||
Revision as of 22:35, 30 December 2020
About Snapshots (Versioning)
OnePager can save versions of Microsoft Project/Excel source plans called snapshots which represent the state of a project through time. Snapshots are contained in the OnePager Pro/Express chart as it's .TAM file. Once snapshots are taken they can be edited in the Chart Editor. Additionally, snapshots can be updated as described in the appropriate articles at: Basic Workflows (Portal) 7.0.1-70
Sometimes you have to change the date of a snapshot or delete snapshots that are no longer needed.
Changing a Snapshot's Date
You can easily change the date of an existing snapshot from the form that lists the snapshot dates. To do this, go to the OnePager Pro/Express View ribbon tool bar tab and click the List All button in the tab's Snapshots group as shown below:
-12172020.png)
Clicking the List All button on the View ribbon tool bar tab accesses the Select snapshot form as shown here:
-11302020.png)
When the Select snapshot form appears, the current snapshot date, visible in the Chart Editor, is automatically shown in the above form. Double-click the desired snapshot date to access the Calendar Date Picker form. Use the Date picker form to select a new snapshot date as shown below:
-11302020.png)
Deleting a Snapshot
To delete a snapshot, select it with a left-click in the window of the Select snapshot form shown below:
-11302020.png)
Once the snapshot date is selected, click your keyboard’s Delete key. Clicking your Delete key prompts a OnePager message for asking for you to confirm your requested Delete action as shown here:
-11302020.png)
Clicking the OK button on the form deletes the snapshot from the chart. Once you save the chart using the Chart Editor, the deleted snapshots is no longer accessible. 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. As an alternative, you can just exit OnePager without saving the chart and then re-open the chart.
(23.4.1-70)
