Difference between revisions of "Snapshots (Versioning) for Version 7.2"

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==About Snapshots (Versioning)==
 
==About Snapshots (Versioning)==
  
Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.
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Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features, function, controls, and manual edits apply equally to other OnePager editions that '''import''' from data sources like Microsoft Excel, Smartsheet, Oracle Primavera P6, Project for the Web, Planisware Enterprise, Asana, and Wrike.
  
 
OnePager can '''save''' versions of '''source plans''' called '''snapshots''' which represent the state of a project through time. '''Snapshots''' are contained in the OnePager chart as it's '''.TAM''' file. Once '''snapshots''' are taken they can be '''edited''' in the '''Chart Editor'''.  
 
OnePager can '''save''' versions of '''source plans''' called '''snapshots''' which represent the state of a project through time. '''Snapshots''' are contained in the OnePager chart as it's '''.TAM''' file. Once '''snapshots''' are taken they can be '''edited''' in the '''Chart Editor'''.  
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<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
| [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72
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| [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-72-->
 
|}
 
|}
 
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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.
 
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.
  
==Related Link==
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==Deleting All Snapshots==
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OnePager does not permit you to '''delete all snapshots'''.  Should this action be attempted, the message shown below is displayed:
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<center>[[File:P72-23_4_1-72-(10)-09252023.png]]</center>
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<!--<center>P72-23_4_1-72-(10)-09252023.png</center>-->
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==Related Links==
  
 
{| class="wikitable"
 
{| class="wikitable"
| [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72
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| [[OnePager's Ribbon Tool Bar View Tab for Version 7.2 | OnePager's Ribbon Tool Bar View Tab]] <!--4.0.2.2.9-72-->
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| [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-72-->
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|-
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| [[Changes to Snapshot-Dependent Properties for Conditional Formatting for OnePager for Version 7.2 | Changes to Snapshot-Dependent Properties for Conditional Formatting]] <!--11.15.1-72-->
 
|}
 
|}
  
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[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 
[[Category:Charts]]
 
[[Category:Charts]]
[[Category:OnePager - Tool Bar]]
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[[Category:Tool Bar]]
 
[[Category:Data Management]]
 
[[Category:Data Management]]
 
[[Category:OnePager .TAM Files]]
 
[[Category:OnePager .TAM Files]]

Latest revision as of 17:15, 3 January 2024

About Snapshots (Versioning)

Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features, function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, Oracle Primavera P6, Project for the Web, Planisware Enterprise, Asana, and Wrike.

OnePager can save versions of source plans called snapshots which represent the state of a project through time. Snapshots are contained in the OnePager 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 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.

Deleting All Snapshots

OnePager does not permit you to delete all snapshots. Should this action be attempted, the message shown below is displayed:

P72-23 4 1-72-(10)-09252023.png

Related Links

OnePager's Ribbon Tool Bar View Tab Basic Workflows (Portal)
Changes to Snapshot-Dependent Properties for Conditional Formatting

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