Difference between revisions of "TEMPzz3"

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==Introduction to OnePager's Time Axis Feature==
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==Overview Flow Chart==
  
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This article describes OnePager’s '''Time Axis''' feature.  Illustrations used in this article and referenced articles are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager Express.
+
Once created, snapshots are '''saved''' in the chart’s '''.TAM''' file and are organized by snapshot '''date'''.  Often there is a need to update a snapshot by '''replacing its task and/or milestone data''' with updated information.  OnePager supports three (3) ways to '''replace''' a snapshot.
  
−
==About the One Pager Pro and Express Time Axis==
+
===Dates and Progress Mode===
  
−
OnePager Pro and Express have enhanced '''Time Axis '''features and '''editing''' capabilities. These enhancements provide you with additional '''Time Axis''' graphics within the chart and support enhanced '''editing''' capabilities as your needs change. This article has '''links''' to the more detailed articles that provide information on how to use these new '''features''' and '''editing''' capabilities.
+
This is the '''recommended mode'''.  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'''). OnePager also '''adds new''' tasks that were not previously flagged.  OnePager does not change task '''labels''' in this mode.  
  
−
===Overview===
+
===All Properties Mode===
  
−
The '''Time Axis '''is an integral part of the chart and can be configured to appear at the '''top''', '''bottom''', or at both the '''top and bottom '''of the chart as shown below:
+
In this mode, OnePager does everything it does in '''Dates and Progress''' mode plus it updates the task '''name labels''' from Microsoft Project. It also refreshes '''fields''' that are used for '''row''' and '''swimlane''' organization.  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.
  
−
<center>[[File:P70-22_0_1-70-(1)-10262020.png]]</center>
+
===All Properties (Confirm) Mode===
−
<!--<center>P70-22_0_1-70-(1)-10262020.png</center>-->
+
  
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To implement the '''global editing''' capabilities, OnePager added a new tab the '''Template Properties '''form and the '''Chart Properties '''form called the '''Time Axis '''tab as shown for the '''Chart Properties '''form below with the '''Calendar''' sub-tab:
+
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.  This is quite laborious and is very rarely used. OnePager uses the updated Microsoft Project '''source plan''' to REPLACE snapshots.
  
−
<center>[[File:P70-22_0_1-70-(2)-10262020.png]]</center>
+
===Push Update Method===
−
<!--<center>P70-22_0_1-70-(2)-10262020.png</center>-->
+
  
−
The new '''Template Properties''' and '''Chart Properties''' form’s '''Time Axis '''tabs consolidate all '''time axis controls''' onto one tab.  To do this the '''Main '''and '''Advanced '''tabs of these two forms are '''reorganized''' in OnePager. The '''Template Properties '''form’s '''Time Axis '''tab and that of the '''Chart Properties''' form are almost identical. The '''Time Axis '''tab has five (5) sub-tabs that consolidate '''settings '''and '''editing '''controls for '''calendar''', the '''three Time Axis Levels''', and the new '''Time Axis formatting features'''.
+
One method that the OnePager '''Add-in''' uses is called the '''Push Update'''. By '''push''' we mean that the updated Microsoft Project plan is '''Pushed''' to OnePager.
  
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===Floating Time Axis Feature===
+
===Pull Update Method===
  
−
As an enhancement in OnePager, you can insert up to three (3) '''Time Axis rows''' into the '''chart'''itself. These '''Time Axis rows''' are called '''Floating Time Axes''' and are illustrated below:
+
This distinction is important since OnePager also enables the '''Pull Update''' method.  
  
−
<center>[[File:P70-22_0_1-70-(3)-10262020.png]]</center>
+
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 for Version 7.0| REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70-->
−
<!--<center>P70-22_0_1-70-(3)-10262020.png</center>-->
+
  
−
For more information on the '''Floating Time Axis''' feature, please see the articles at: [[The Floating Time Axis Feature for OnePager Pro for Version 7.0 | The Floating Time Axis Feature]] 22.3.9-70
+
The scenario for accomplishing this periodic process is shown below:
  
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===The Non-Linear Time Axis Feature===
+
<center>[[File:P70-7_9_1-70-(1)-08092019.png]]</center>
 +
<!--<center>P70-7_9_1-70-(1)-08092019.png</center>-->
  
−
Also, you can change the '''horizontal width''' of a '''Time Axis Cell''' in any '''Time Axis Level''' using either '''drag and drop''' techniques or controls in the new '''Time Axis Cell Properties''' form as shown below where a '''time axis cell''' is '''widened''' in the chart:
+
==Procedure==
  
−
<center>[[File:P70-22_0_1-70-(4)-10262020.png]]</center>
+
:1) Launch OnePager from Microsoft Project and select the '''UPDATE''' button on the '''OnePager Pro Start''' form as shown below:
−
<!--<center>P70-22_0_1-70-(4)-10262020.png</center>-->
+
  
−
For more information on the '''Non-Linear Time Axis''' feature, please see the articles at: [[The Non-Linear Time Axis Feature for OnePager Pro for Version 7.0 | The Non-Linear Time Axis Feature]] 22.3.7-70
+
<center>[[File:P70-7_7_1-70-(2)-08092019.png]]</center>
 +
<!--<center>P70-7_7_1-70-(2)-08092019.png</center>-->
  
−
===Time Axis Editing Features===
+
:2) Clicking the '''UPDATE''' button displays a list of recently-used charts and the word '''BROWSE FILES…'''option. 
  
−
OnePager has the capability to '''edit Time Axis''' '''Levels''' and '''Cells''' both '''globally '''in the '''Template Properties''' and '''Chart Properties ''' forms and manually in the '''Chart Editor'''. Among the '''edits''' are the capabilities to change '''text font properties''', '''Time Axis Level heights''', and '''Time Axis Cell background colors'''.
+
:3) Select the desired chart as shown above and OnePager accesses the OnePager choices ('''OPC''') form shown here:
  
−
====The Non-Linear Time Axis Feature====
+
<center>[[File:P70-7_9_1-70-(2)-08092019.png]]</center>
 +
<!--<center>P70-7_9_1-70-(2)-08092019.png</center>-->
  
−
In OnePager you can '''edit '''the '''horizontal width''' of one or more '''Time Axis Cells''' thus expanding or contracting the '''horizontal space '''in the '''chart'''that represents a '''timespan'''. 
+
:4) It is an excellent idea before proceeding further to check to make sure that the desired Microsoft Project '''source plan''' is selected and showing in the form depicted above.  If changes need to be made, click the '''Add/Remove''' button to get access to controls allowing you to '''add or remove''' Microsoft Project '''source plans''' before going further. 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:
  
−
For more information on the '''Non-Linear Time Axis''' feature, please see the articles at: [[The Non-Linear Time Axis Feature for OnePager Pro for Version 7.0 | The Non-Linear Time Axis Feature]] 22.3.7-70
+
<center>[[File:P70-7_9_1-70-(3)-08092019.png]]</center>
 +
<!--<center>P70-7_9_1-70-(3)-08092019.png</center>-->
  
−
====The Custom Date Formats Feature====
+
:5) Once '''REPLACE existing snapshot at date:''' is selected, the OnePager choices ('''OPC''') form displays the '''Replace''' mode commands as shown above. The next step is to select what is to be '''replaced'''.  Choose one of the three options discussed above.  We recommend using '''Dates and Progress''' unless you have changed the '''name labels''' of task bars and milestone symbols in the chart from the Microsoft Project '''source plan'''.
  
−
OnePager provides a '''custom date formatting feature''' allowing you to define your own '''Custom Date Formats'''., the capability to define '''Working Hours''' and '''Non-Working Hours''', and '''Custom Curtains''' associated with '''Time Axis Cells'''.  
+
<center>[[File:P70-7_9_1-70-(4)-08092019.png]]</center>
 +
<!--<center>P70-7_9_1-70-(4)-08092019.png</center>-->
  
−
For more information on the '''Custom Date Formats''' feature, please see the articles at: [[The Custom Date Format Feature for OnePager Pro for Version 7.0 | The Custom Date Format Feature]] 22.5.1-70
+
:6) Then, click '''Next>''' or '''Replace dates''' at the bottom of the '''OPC''' form depending on whether the '''Show field mappings''' checkbox is checked '''ON'''.  OnePager '''imports''' the data under the control of the '''Flag/Number''' field and '''replace''' the selected snapshot.  Once the chart is displayed and available, you can '''edit''', '''save''', and '''copy the chart''' to a PowerPoint slide or elsewhere as described previously. When you '''save''' the chart, the '''replaced''' snapshot is stored in the chart’s '''.TAM''' file along with all its other snapshots.
  
−
====The Working Hours and Non-Working Hours Feature====
+
==Overview==
  
−
This are two related features for defining '''Working Hours''' and '''Non-Working Hours'''.  
+
Once created, snapshots are '''saved''' in the chart’s '''.TAM''' file and are organized by snapshot '''date'''.  Often there is a need to update a snapshot by '''replacing its task and/or milestone data''' with updated information.  OnePager supports three (3) ways to '''replace''' a snapshot.
  
−
For more information on these two new feature, please see the articles at: [[Managing Working Hours and Non-Working Hours for OnePager Pro for Version 7.0 | Managing Working Hours and Non-Working Hours]] 22.5.3-70
+
===Dates and Progress Method===
  
−
====The Custom Curtains Feature====
+
This is the recommended mode.  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''').  OnePager also '''adds new''' tasks that were not previously flagged.  OnePager does not change task '''labels''' in this mode.
  
−
In addition to the capability already available with OnePager to define '''Curtains''' within the '''graph''', OnePager has the capability to define '''Custom Curtains''' for days of the week, for example.
+
===All Properties Mode=== 
  
−
For more information on the new '''Custom Curtains''' feature, please see the articles at: [[Creating, Editing, and Managing Time Axis Daily Curtains for OnePager Pro for Version 7.0 | Creating, Editing, and Managing Time Axis Daily Curtains]] 22.5.5-70
+
In this mode, OnePager does everything it does in '''Dates and Progress mode''' plus it updates the task '''name labels''' from Microsoft Project. It also refreshes fields that are used for '''row''' and '''swimlane''' organization. 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.
  
−
==Links to the New Template Properties and Chart Properties Forms' Time Axis Tabs==
+
===All Properties (Confirm) Mode===
  
−
<center>
+
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.  This is quite laborious and is very rarely used. OnePager uses the updated Microsoft Project '''source plan''' to REPLACE snapshots.
−
===Template Properties Form’s Time Axis Tab===
+
  
−
{| class="wikitable"
+
===Push Update Method===
−
| [[Template Only Features for Version 7.0 (OnePager Pro)#Time Axis Tab | Template Only Features-OnePager Pro – Time Axis Tab]] 24.1.1-70
+
−
| [[Template Only Features for Version 7.0 (OnePager Express)#Time Axis Tab | Template Only Features-OnePager Express – Time Axis Tab]] 24.2.1-70
+
−
|}
+
  
−
===Chart Properties Form’s Time Axis Tab===
+
One method that the OnePager '''Add-in''' uses is called the '''Push Update'''.  By '''push''' we mean that the updated Microsoft Project plan is '''Pushed''' to OnePager.
  
−
{| class="wikitable"
+
===Pull Update Method===
−
| [[Time Axis Tab for Version 7.0 (OnePager Pro) | Time Axis Tab]] 21.17.1-70
+
−
|}
+
−
</center>
+
  
−
==Links to All Detailed Time Axis Articles==
+
This distinction is important since OnePager also enables the '''Pull Update''' method. 
  
−
There are five (5) sets of links below organized to provide you with access to:
+
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 for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70-->
  
−
:1) Articles that cover '''Basic Time Axis''' features
+
The scenario for accomplishing this periodic process is shown below:
  
−
:2) Articles describing '''Intermediate Time Axis''' feature
+
<center>[[File:P70-7_9_2-70-(1)-08092019.png]]</center>
 +
<!--<center>P70-7_9_2-70-(1)-08092019.png</center>-->
  
−
:3) Articles for '''Managing Time Axis''' features
+
==Procedure==
  
−
:4) Articles covering '''Time Axis Editing''' features
+
:1) Launch OnePager Pro from the '''Desktop''' Icon.
  
−
:5) Articles describing '''Advanced Time Axis''' features
+
:2) The OnePager splash page appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Pro Start''' form.
  
−
There are separate article for OnePager Pro and Express 7.0 as shown in the tables below:
+
:3) Select the '''UPDATE''' button on the '''OnePager Pro Start''' form as shown below:
  
−
<center>
+
<center>[[File:P70-7_7_2-70-(2)-08092019.png]]</center>
−
===OnePager's Time Axis Basic Features===
+
<!--<center>P70-7_7_2-70-(2)-08092019.png</center>v
  
−
{| class="wikitable"
+
:4) Clicking the '''UPDATE''' button displays a list of recently-used charts and the word '''BROWSE FILES…'''option. Select the desired chart as shown above and OnePager accesses the '''OnePager choices''' form shown here:
−
| [[Showing Different Time Units of Time for OnePager Pro for Version 7.0 | Showing Different Units of Time]] 22.1.1-70
+
−
|-
+
−
| [[Changing the Time Axis Background Color and Fill Pattern for OnePager Pro for Version 7.0 | Changing the Time Axis Background Color and Fill Pattern]] 22.1.3-70
+
−
|-
+
−
| [[Labeling Time Axis Levels for OnePager Pro for Version 7.0 | Labeling Time Axis Levels]] 22.1.5-70
+
−
|-
+
−
| [[Changing the Time Axis Borders for OnePager Pro for Version 7.0 | Changing the Time Axis Borders]] 22.1.7-70
+
−
|}
+
  
−
===OnePager's Time Axis Intermediate Features===
+
<center>[[File:P70-7_9_1-70-(2)-08092019.png]]</center>
 +
<!--<center>P70-7_9_1-70-(2)-08092019.png</center>-->
  
−
{| class="wikitable"
+
:5) 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. 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. 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:
−
| [[Using Fiscal Years and Weeks for OnePager Pro for Version 7.0 | Using Fiscal Years and Weeks]] 22.2.1-70
+
−
|-
+
−
| [[Labeling the Corner for OnePager Pro for Version 7.0 | Labeling the Corner]] 22.2.3-70
+
−
|-
+
−
| [[Creating Count Up and Down on the Time Axis for OnePager Pro for Version 7.0 | Creating Count Up and Down on the Time Axis]] 22.2.5-70
+
−
|}
+
  
−
===Managing the OnePager Time Axis===
+
<center>[[File:P70-7_9_1-70-(3)-08092019.png]]</center>
 +
<!--<center>P70-7_9_1-70-(3)-08092019.png</center>-->
  
−
{| class="wikitable"
+
:6) Once '''REPLACE existing snapshot at date:''' is selected the OnePager choices ('''OPC''') form displays the '''Replace''' mode commands as shown above. The next step is to select what is to be '''replaced'''. Choose one of the three options discussed above.   We recommend using '''Dates and Progress''' unless you have changed the '''name labels''' of tasks in the Microsoft Project '''source plan'''.
−
| [[Changing the Chart’s Start/Finish Dates for OnePager Pro for Version 7.0 | Changing the Chart’s Start/Finish Dates]] 22.3.1-70
+
−
|-
+
−
| [[Showing and Hiding Time Axis Levels and Cells for OnePager Pro for Version 7.0 | Showing and Hiding Time Axis Levels and Cells]] 22.3.3-70
+
−
|-
+
−
| [[Re-Ordering Time Axis Levels for OnePager Pro for Version 7.0 | Switching Time Axis Levels]] 22.3.5-70
+
−
|-
+
−
| [[The Non-Linear Time Axis Feature for OnePager Pro for Version 7.0 | The Non-Linear Time Axis Feature]] 22.3.7-70
+
−
|-
+
−
| [[The Floating Time Axis Feature for OnePager Pro for Version 7.0 | The Floating Time Axis Feature]] 22.3.9-70
+
−
|}
+
  
−
===Editing the Time Axis===
+
<center>[[File:P70-7_9_1-70-(4)-08092019.png]]</center>
 +
<!--<center>P70-7_9_1-70-(4)-08092019.png</center>-->
  
−
{| class="wikitable"
+
:7) Then, click '''Next>''' or '''Replace dates''' at the bottom of the '''OPC''' form depending on whether the '''Show field mappings''' checkbox is checked. OnePager '''imports''' the data under the control of the '''Flag/Number''' field and '''replace''' the snapshot that was selected. 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. When you '''save''' the chart, the '''replaced''' snapshot is stored in the chart’s '''.TAM''' file along with all its other snapshots.
−
| [[Editing Time Axes with the Chart Properties Form for OnePager Pro for Version 7.0 | Editing Time Axes with the Chart Properties Form]] 22.4.1-70
+
−
|-
+
−
| [[Manual Editing the Time Axis for OnePager Pro for Version 7.0 | Manual Editing the Time Axis]] 22.4.3-70
+
−
|}
+
  
−
===OnePager's Time Axis Advanced Features===
+
==Related Links==
  
−
{| class="wikitable"
+
[[Using the OnePager Pull Operation Feature in Version 7.1 | Using the OnePager Pull Operation Feature]] 7.13.1-71
−
| [[The Custom Date Format Feature for OnePager Pro for Version 7.0 | The Custom Date Format Feature]] 22.5.1-70
+
−
|-
+
−
| [[Managing Working Hours and Non-Working Hours for OnePager Pro for Version 7.0 | Managing Working Hours and Non-Working Hours]] 22.5.3-70
+
−
|-
+
−
| [[Creating, Editing, and Managing Time Axis Daily Curtains for OnePager Pro for Version 7.0 | Creating, Editing, and Managing Time Axis Daily Curtains]] 22.5.5-70
+
−
|-
+
−
| [[Managing Inserted Curtains for OnePager Pro for Version 7.0 | Managing Inserted Curtains]] 22.5.7-70
+
−
|}
+
−
</center>
+
  
−
==Related Links==
+
[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] 7.14.1-70
  
−
[[Template Only Features for Version 7.0 (OnePager Pro) | Template Only Features-OnePager Pro]] 24.1.1-70
+
[[ADDING a Snapshot via Pull Operation for Version 7.0 | ADDING a Snapshot via Pull Operation]] 7.15.1-71
  
−
[[Template Only Features for Version 7.0 (OnePager Express) | Template Only Features-OnePager Express]] 24.2.1-70
+
[[Custom Update (Replacing) of a Snapshot via Pull Operation for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation]] 7.16.1-71
  
−
[[Time Axis Tab for OnePager Pro Version 7.0| Time Axis Tab]] 21.17.1-70
+
[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 17.17.1-70
  
−
(22.0.1-71)
+
(7.9.1-71)
  
 
[[Category:Version 7.1]]
 
[[Category:Version 7.1]]
−
[[Category:Editing the Chart]]
+
[[Category:Add-in]]
−
[[Category:Time Axis]]
+
[[Category:Standalone]]
−
[[Category:Floating Time Axis]]
+
[[Category:Basic Workflows]]
−
[[Category:Time Axis Tab]]
+
[[Category:Chart Properties Form]]
−
[[Category:Non-Linear Time Axis]]
+
[[Category:OnePager Choices Form]]
−
[[Category:Color Palettes]]
+
−
[[Category:The Corner]]
+
−
[[Category:Curtains]]
+
−
[[Category:Snapshot Independent]]
+
−
[[Category:Snapshot Dependent]]
+
−
[[Category:Ribbon]]
+
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
 
[[Category:Charts]]
 
[[Category:Charts]]
−
[[Category:Templates]]
 
−
[[Category:Chart Properties Form]]
 
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
−
[[Category:OnePager Express]]
 

Revision as of 18:40, 12 February 2021

Overview Flow Chart

Once created, snapshots are saved in the chart’s .TAM file and are organized by snapshot date. Often there is a need to update a snapshot by replacing its task and/or milestone data with updated information. OnePager supports three (3) ways to replace a snapshot.

Dates and Progress Mode

This is the recommended mode. 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). OnePager also adds new tasks that were not previously flagged. OnePager does not change task labels in this mode.

All Properties Mode

In this mode, OnePager does everything it does in Dates and Progress mode plus it updates the task name labels from Microsoft Project. It also refreshes fields that are used for row and swimlane organization. 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

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. This is quite laborious and is very rarely used. OnePager uses the updated Microsoft Project source plan to REPLACE snapshots.

Push Update Method

One method that the OnePager Add-in uses is called the Push Update. By push we mean that the updated Microsoft Project plan is Pushed to OnePager.

Pull Update Method

This distinction is important since OnePager also enables the Pull Update method.

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

The scenario for accomplishing this periodic process is shown below:

P70-7 9 1-70-(1)-08092019.png

Procedure

1) Launch OnePager from Microsoft Project and select the UPDATE button on the OnePager Pro Start form as shown below:
P70-7 7 1-70-(2)-08092019.png
2) Clicking the UPDATE button displays a list of recently-used charts and the word BROWSE FILES…option.
3) Select the desired chart as shown above and OnePager accesses the OnePager choices (OPC) form shown here:
P70-7 9 1-70-(2)-08092019.png
4) It is an excellent idea before proceeding further to check to make sure that the desired Microsoft Project source plan is selected and showing in the form depicted above. If changes need to be made, click the Add/Remove button to get access to controls allowing you to add or remove Microsoft Project source plans before going further. 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:
P70-7 9 1-70-(3)-08092019.png
5) Once REPLACE existing snapshot at date: is selected, the OnePager choices (OPC) form displays the Replace mode commands as shown above. The next step is to select what is to be replaced. Choose one of the three options discussed above. We recommend using Dates and Progress unless you have changed the name labels of task bars and milestone symbols in the chart from the Microsoft Project source plan.
P70-7 9 1-70-(4)-08092019.png
6) Then, click Next> or Replace dates at the bottom of the OPC form depending on whether the Show field mappings checkbox is checked ON. OnePager imports the data under the control of the Flag/Number field and replace the selected snapshot. Once the chart is displayed and available, you can edit, save, and copy the chart to a PowerPoint slide or elsewhere as described previously. When you save the chart, the replaced snapshot is stored in the chart’s .TAM file along with all its other snapshots.

Overview

Once created, snapshots are saved in the chart’s .TAM file and are organized by snapshot date. Often there is a need to update a snapshot by replacing its task and/or milestone data with updated information. OnePager supports three (3) ways to replace a snapshot.

Dates and Progress Method

This is the recommended mode. 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). OnePager also adds new tasks that were not previously flagged. OnePager does not change task labels in this mode.

All Properties Mode

In this mode, OnePager does everything it does in Dates and Progress mode plus it updates the task name labels from Microsoft Project. It also refreshes fields that are used for row and swimlane organization. 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

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. This is quite laborious and is very rarely used. OnePager uses the updated Microsoft Project source plan to REPLACE snapshots.

Push Update Method

One method that the OnePager Add-in uses is called the Push Update. By push we mean that the updated Microsoft Project plan is Pushed to OnePager.

Pull Update Method

This distinction is important since OnePager also enables the Pull Update method.

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

The scenario for accomplishing this periodic process is shown below:

P70-7 9 2-70-(1)-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:
P70-7 7 2-70-(2)-08092019.png
5) 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. 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. 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:
P70-7 9 1-70-(3)-08092019.png
6) Once REPLACE existing snapshot at date: is selected the OnePager choices (OPC) form displays the Replace mode commands as shown above. The next step is to select what is to be replaced. Choose one of the three options discussed above. We recommend using Dates and Progress unless you have changed the name labels of tasks in the Microsoft Project source plan.
P70-7 9 1-70-(4)-08092019.png
7) Then, click Next> or Replace dates at the bottom of the OPC form depending on whether the Show field mappings checkbox is checked. OnePager imports the data under the control of the Flag/Number field and replace the snapshot that was selected. 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. When you save the chart, the replaced snapshot is stored in the chart’s .TAM file along with all its other snapshots.

Related Links

Using the OnePager Pull Operation Feature 7.13.1-71

REPLACING a Snapshot via Pull Operation - OnePager Pro 7.14.1-70

ADDING a Snapshot via Pull Operation 7.15.1-71

Custom Update (Replacing) of a Snapshot via Pull Operation 7.16.1-71

Using the OnePager "Data" Tab's "Selected file(s)" Button 17.17.1-70

(7.9.1-71)

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