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| − | ==Creating New, Retrieving Existing, Saving, and Saving As==
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| − | This article provides links to articles which cover the specifics on '''Creating new chart''', '''Retrieving existing charts''', and '''Saving charts'''. Please use the links below as they apply to the OnePager products and operations you want to perform.
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| − | ==Creating a NEW Chart with OnePager Pro, Express, 360, and Project Server/Project Online==
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Creating a NEW Chart using Microsoft Project Data for Version 7.1 | Creating a NEW Chart using Microsoft Project Data]] 7.1.1-71
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| − | | [[Creating a NEW Chart using Microsoft Excel Data for Version 7.1 | Creating a NEW Chart using Microsoft Excel Data]] 7.2.1-71
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| − | | [[Creating a NEW Chart using OnePager 360 for Version 7.1 | Creating a NEW Chart using OnePager 360]] 7.2.4-71
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| − | | [[Creating a NEW Chart using Project Server/Project Online Data for Version 7.1 | Creating a NEW Chart using Project Server/Project Online Data]] 7.2.3-71
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| − | |}
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| − | </center>
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| − | ==Opening an EXISTING Chart with OnePager Chart==
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Opening an EXISTING OnePager Chart for Version 7.1 | Opening an EXISTING OnePager Chart]] 7.5.1-71, 7.5.2-71, 7.6.1-71, 7.6.2-71
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| − | |}
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| − | </center>
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| − | ==ADDING a Snapshot via Push Update with OnePager Pro, Express, and 360==
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.1 | ADDING a Snapshot via Push Update to a OnePager Chart]] 7.7.1-70, 7.7.2-71, 7.8.2-72, 7.8.2-71
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| − | |}
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| − | </center>
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| − | ==REPLACING a Snapshot via Push Update with OnePager Pro and Express==
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[REPLACING a Snapshot via Push Update using Microsoft Project Data for Version 7.1 | REPLACING a Snapshot via Push Update using Microsoft Project Data]] 7.9.1-71
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| − | | [[REPLACING a Snapshot via Push Update using Microsoft Excel Data for Version 7.1 | REPLACING a Snapshot via Push Update using Microsoft Excel Data]] 7.10.1-71
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| − | |}
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| − | </center>
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| − | ==Using the Pull Operation Feature with OnePager Pro and Express==
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Using the OnePager Pull Operation Feature in Version 7.1 | Using the OnePager Pull Operation Feature]] 7.13.1-71
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| − | | [[REPLACING a Snapshot via Pull Operation for Version 7.1 | REPLACING a Snapshot via Pull Operation]] 7.14.1-71
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| − | | [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70-->
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| − | | [[ADDING a Snapshot via Pull Operation for Version 7.0 | ADDING a Snapshot via Pull Operation]] 7.15.1-71
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| − | | [[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
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| − | | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-70
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| − | |}
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| − | </center>
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| − | ==Using OnePager Pro with Server Resident Source Plans==
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| − | '''Requires update after 8.5.1-71 is resolved'''
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| − | OnePager Pro has the capability to '''create''', '''retrieve''', '''save''', and '''update''' charts from Microsoft Project '''source plans''' that are '''server resident'''.
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| − | For more general information on using '''server resident source plans''', please see the article at: [[Using OnePager Pro with Server Resident Project Plans for Version 7.0 (Portal) | Using OnePager Pro with Server Resident Project Plans (Portal)]] <!--8.5.1-70-->
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| − | Please use the links that follow for specific product information related to using '''server resident source plans''':
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| − | <center>
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| − | {| class="wikitable"
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| − | ! style="text-align: center; font-weight: bold;" | OnePager Product
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| − | ! style="font-weight: bold;" | Link to Article
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| − | | OnePager Pro Add-in
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| − | | [[Using OnePager Pro Add-In with Server Resident Project Plans for Version 7.0 | Using OnePager Pro Add-In with Server Resident Project Plans]] <!--8.5.1.1-70-->
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| − | | OnePager Pro Desktop
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| − | | [[Using OnePager Pro Desktop with Server Resident Project Plans for Version 7.0 | Using OnePager Pro Desktop with Server Resident Project Plans]] <!--8.5.1.2-70-->
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| − | |}
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| − | </center>
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| − | ==Updating Using the OnePager Data Tab==
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| − | The OnePager '''Data''' ribbon tool bar tab’s '''Selected file(s)''' button, shown below, is useful in verifying that you have the correct '''source plans''' associated with the '''open''' chart is/are correct.
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| − | <center>[[File:P70-23_1_1-70-(1)-11272020.png]]</center>
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| − | <!--<center>P70-23_1_1-70-(1)-11272020.png</center>-->
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| − | For more information on the '''Data tab's Selected file(s) button''', please see the article at: [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-70-->
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| − | ==Saving a Chart (Save)==
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| − | When a chart is '''created''', '''opened''', or '''updated''', as with other Microsoft Windows applications, the chart can be '''saved''' in four (4) ways:
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| − | ===Using the Save Icon===
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| − | Above the OnePager tool bar and ribbon is a '''Save icon''' shown below:
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| − | <center>[[File:P70-23_1_1-70-(2)-11272020.png]]</center>
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| − | <!--<center>P70-23_1_1-70-(2)-11272020.png</center>-->
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| − | When the '''Save icon''' is clicked, OnePager automatically '''saves''' the open chart in the '''.TAM''' file you named when the chart was first created (NEW). If the chart has not yet been '''saved''', you are prompted to create a '''.TAM''' file name for it.
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| − | ===Using File Tab's Save Button===
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| − | A second way to '''save''' an open chart is to click the '''File''' tab as shown below:
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| − | <center>[[File:P70-23_1_1-70-(3)-11272020.png]]</center>
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| − | <!--<center>P70-23_1_1-70-(3)-11272020.png</center>-->
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| − | If the '''.TAM''' was not previously '''saved''', OnePager returns to the '''Chart Editor''' and opens the OnePager '''Save As''' form so you can create a '''name''' for the '''.TAM'''. If the .TAM was previously '''saved''' using this method, OnePager again '''saves''' the '''.TAM''' under the previously created '''file name'''.
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| − | ===Prompting the Save Operation By Clicking the File Tab's Close Button===
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| − | A third way to cause the chart to be '''saved''' is to click the '''Close''' tab shown above which is the typical Microsoft Windows method for closing the application. If no changes were made to an '''open''' chart that was previously '''saved''' or '''opened''' from a named '''.TAM''', the application is '''closed''' without '''re-saving''' the '''open .TAM'''. However, if changes were made to the chart during the session, a '''Chronicle Graphics message''' form is displayed giving you the option to '''save the chart''':
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| − | <center>[[File:P70-23_1_1-70-(4)-11272020.png]]</center>
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| − | <!--<center>P70-23_1_1-70-(4)-11272020.png</center>-->
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| − | ===Prompting the Save Operation by Clicking the X in the Upper Right-Most Corner of the Chart Editor===
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| − | Finally, you can always force the '''saving of the chart''' if changes were made by clicking the red highlighted '''X''' in the upper-most right corner of the '''Chart Editor'''. Again, if no changes were made the application is close. If changes were made to the chart, the above '''message''' is displayed with the options shown.
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| − | ==Saving a Chart to a New .TAM File (Save As)==
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| − | At some point, you want to create one or more additional charts that show the same imported data in a different way.
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| − | 2) For example, you want to assign '''colors''' based on a different '''source plan data fields'''. Or you want to show '''critical path segments''' in one chart and not in another. '''Please note''' Saving a chart as a new '''.TAM''' file is '''not the same as creating a Template'''.
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| − | For more information on using '''Templates''', please see the article at: [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
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| − | ===Using Save As===
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| − | To create a new chart name and '''.TAM''' file from an existing one, go to the OnePager ribbon, click the '''File''' button that takes you to the screen below then click the '''Save as…''' command tab on the left. This action accesses the '''Save As chart''' form as shown below:
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| − | <center>[[File:P70-23_1_1-70-(5)-11272020.png]]</center>
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| − | <!--<center>P70-23_1_1-70-(5)-11272020.png</center>-->
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| − | ===Retrieving a Saved As File===
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| − | Whenever you launch OnePager again and want to '''OPEN''' this file, it can be found by clicking the '''OPEN''' button in the '''OnePager Pro Start''' form, then clicking '''BROWSE FILES''' button and looking up the file in the Microsoft Windows '''Open''' form as shown below:
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| − | <center>[[File:P70-23_1_1-70-(6-2)-11272020.png]]</center>
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| − | <!--<center>P70-23_1_1-70-(6-2)-11272020.png</center>-->
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| − | Selecting the file with a single left click and then clicking the '''Open''' button loads the file.
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| − | ==Related Links==
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| − | [[Getting Started with Version 7.0 (Portal) | Getting Started (Portal)]] <!--3.0.1-70-->
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| − | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-70-->
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| − | [[Using OnePager Pro with Server Resident Project Plans for Version 7.0 (Portal) | Using OnePager Pro with Server Resident Project Plans (Portal)]] <!--8.5.1-70-->
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| − | [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
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| − | (23.1.1-71)
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| − | [[Category:Version 7.1]]
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| − | [[Category:Add-in]]
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| − | [[Category:Desktop]]
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| − | [[Category:Basic Workflows]]
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| − | [[Category:Editing the Chart]]
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| − | [[Category:OnePager Choices Form]]
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| − | [[Category:Data Management]]
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| − | [[Category:OnePager .TAM Files]]
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| − | [[Category:OnePager - Tool Bar]]
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| − | [[Category:Importing]]
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| − | [[Category:Task/Milestone Editing]]
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| − | [[Category:Sharing Output]]
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| − | [[Category:Ribbon]]
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| − | [[Category:Snapshots]]
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| − | [[Category:Charts]]
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| − | [[Category:Templates]]
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| − | [[Category:Chart Properties Form]]
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| − | [[Category:OnePager Pro]]
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| − | [[Category:OnePager Express]]
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