Difference between revisions of "Snapshots (Versioning) for Version 7.0"

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==About Snapshots (Versioning)==
 
==About Snapshots (Versioning)==
  
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1) OnePager can take and '''save''' versions of Microsoft Project/Excel '''source plans''' called '''snapshots''' which represent the state of a project through time.
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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'''.  
  
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2) '''Snapshots''' are contained in the OnePager Pro/Express chart as it's '''.TAM''' file.
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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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3) Once '''snapshots''' are taken they can be '''edited''' in the '''Chart Editor''' or they can be '''updated''' as described in this article.
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Sometimes you have to change the '''date''' of a '''snapshot''' or '''delete''' '''snapshots''' that are no longer needed.
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4) 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==
  
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1) You can easily change the '''date''' of an existing '''snapshot''' from the form that lists the '''snapshot dates'''.   
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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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2) To do this, follow the steps below.
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<center>[[File:P70-23_4_1-70-(1-1)-12172020.png]]</center>
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<!--<center>P70-23_4_1-70-(1-1)-12172020.png</center>-->
  
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3) 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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Clicking the '''List All''' button on the '''View''' ribbon tool bar tab accesses the '''Select snapshot''' form as shown here:
  
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<center>[[File:P61-23_4_1-61-(1)-11032017.png]]</center>
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<center>[[File:P70-23_4_1-70-(2)-11302020.png]]</center>
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<center>P61-23_4_1-61-(1)-11032017.png</center>
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<!--<center>P70-23_4_1-70-(2)-11302020.png</center>-->
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<center>Replace with Updated Screenshot</center>
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4) Clicking the '''List All''' button on the ribbon accesses the '''Select snapshot''' form as shown here:
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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:P61-23_4_1-61-(2)-11032017.png]]</center>
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<center>[[File:P70-23_4_1-70-(3)-11302020.png]]</center>
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<center>P61-23_4_1-61-(2)-11032017.png</center>
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<!--<center>P70-23_4_1-70-(3)-11302020.png</center>-->
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<center>Replace with Updated Screenshot</center>
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5) When the '''Select snapshot''' form appears, the '''current snapshot date''', visible in the '''Chart Editor''', is automatically shown in the above form.
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==Deleting a Snapshot==
  
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6) Double left-click the desired '''snapshot date''' to access the '''Change snapshot date''' form.
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To '''delete a snapshot,''' select it with a left-click in the window of the '''Select snapshot''' form shown below:
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7) Use the '''date''' dropdown calendar to enter a '''new snapshot date''' as shown below:
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<center>[[File:P61-23_4_1-61-(3)-11032017.png]]</center>
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<center>P61-23_4_1-61-(3)-11032017.png</center>
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<center>Replace with Updated Screenshot</center>
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==Deleting a Snapshot==
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1) To '''delete a snapshot,''' select it in the window of the '''Select snapshot''' form shown above and click your keyboard’s '''Delete key'''.
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<center>[[File:P70-23_4_1-70-(4)-11302020.png]]</center>
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<!--<center>P70-23_4_1-70-(4)-11302020.png</center>-->
  
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2) Once the chart is saved, the '''deleted snapshots''' cannot be retrieved.   
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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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3) If, however, you have '''deleted a snapshot''' but have not yet '''saved''' the chart file, the '''UNDO''' function restores it.  
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<center>[[File:P70-23_4_1-70-(5)-11302020.png]]</center>
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<!--<center>P70-23_4_1-70-(5)-11302020.png</center>-->
  
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4) Or, you can just exit OnePager without saving the chart and then re-open the chart.
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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)
 
(23.4.1-70)

Latest revision as of 17:08, 15 January 2021

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)

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:

P70-23 4 1-70-(1-1)-12172020.png

Clicking the List All button on the View ribbon tool bar tab accesses the Select snapshot form as shown here:

P70-23 4 1-70-(2)-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:

P70-23 4 1-70-(3)-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:

P70-23 4 1-70-(4)-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:

P70-23 4 1-70-(5)-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)

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