Difference between pages "Using OnePager Pro Desktop with Server Resident Project Plans for Version 7.0" and "ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2"

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(OnePager Pro Standalone Push Update)
 
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==Overview==
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==Introduction==
  
'''OPP Desktop''' can connect to '''cloud''' resident databases so that charts and snapshots can be created directly from these '''source plans'''.  The OnePager Pro '''Desktop''' operates the same in all modes (i.e., '''NEW, UPDATE, and OPEN''') when '''source plans''' are accessed from Microsoft Project Server or Project Online '''accounts''' as when '''source plan''' data are resident on your computerWhen you intend to use Microsoft Project '''source plans''' that are resident in the '''cloud''' along with '''OPP Desktop''', we recommend that you access your '''source plans''' using Microsoft Project Professional rather than through '''OPP Desktop'''.  By doing so, '''OPP''' supports access to multiple '''accounts''', searches of online databases for specific Gantt chart '''source plans''', and online security protocols. With this access, you are able to  '''Pull''' Microsoft Project '''source plans''' from the '''cloud''' and use the '''OPP Add-in and Desktop''' applications to '''create''', '''update''', and '''open''' charts.
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This article has six (6) major sections below.  The first and second major sections are associated with OnePager Pro '''Add-in''' and '''Standalone''', respectively.  The third and fourth major sections are are associated with OnePager Express '''Add-in''' and '''Standalone''', respectively.  The last two major sections are for OnePager Bundle usersThese last two section direct you to the appropriate portions of this article where you can find the instructions for '''ADDING a Snapshot''' to a chart previously created from any one of the '''source plans''' supported by OnePager Bundle (i.e., Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet).  
  
For more information on '''Pull Operations''', please see the articles at: [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
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Please use the table below to accesses the desired sub-section:  
  
==General Cautions==
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<center>
 +
{| class="wikitable"
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Pro Add-in Push Update | OnePager Pro Add-in Push Update]] 7.7.1-72
 +
|-
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Pro Standalone Push Update | OnePager Pro Standalone Push Update]] 7.7.1-72
 +
|-
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Express Add-in Push Update | OnePager Express Add-in Push Update]] 7.7.1-72
 +
|-
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Express Standalone Push Update | OnePager Express Standalone Push Update]] 7.7.1-72
 +
|-
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Bundle Add-in Push Update | OnePager Bundle Add-in Push Update]] 7.7.1-72
 +
|-
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Bundle Standalone Push Update | OnePager Bundle Standalone Push Update]] 7.7.1-72
 +
|}
 +
</center>
  
'''OPP Desktop''' supports accessing '''cloud''' resident '''source plans''' without the assistance of Microsoft Project Professional.  Additionally, '''OPP Desktop''' can '''create''', '''update''', and '''open multi-project''' charts from '''source packages''' consisting of more than one Microsoft Project '''source plan'''.
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==OnePager Pro Add-in Push Update==
 
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For more information on '''Creating multiple charts''', please see the article at: [[Creating Various Multi-Charts with OnePager Pro and Express for Version 7.0 (Portal) | Creating Various Multi-Charts with OnePager Pro and Express (Portal)]] <!--8.0.1-70-->
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As a caution, however, due to technical differences between Microsoft Project '''source plans''' resident on your computer and those that are '''cloud''' resident (i.e., Microsoft Project Server or Project Online), we do not recommend mixing '''source plans''' from different '''media''' (i.e., your computer and the '''cloud'''). As a protection, '''OPP Desktop''' prohibit, to the extent possible, the combination of '''source plans''' from differing '''media''' from being incorporated into a single '''source package''' for the purpose of creating a '''NEW''' chart or for '''UPDATING''' an existing chart.
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During the course of a project, work is accomplished, new tasks '''start''', other tasks '''finish''', and, from time to time, '''dates''' are adjusted. These changes are usually picked up as part of a regular reporting process. When updated, the Microsoft Project '''source plan''' becomes the source for reporting schedule updates.
  
If you are '''UPDATING''' and previously set the '''Server method''' in the '''Template Properties''' or '''Chart Properties''' form's '''Advanced''' tab to '''Connect directly to Server''', you should access the '''Chart Properties''' form and change the '''Server method''' setting to '''Use MS Project Professional''' if you want to use Microsoft Project to access the source data.
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OnePager uses the updated Microsoft Project '''source plan''' to '''add''' snapshots to record how the project progresses between reporting periods. One method that the OnePager '''Add-in''' uses is called the '''Push Update'''.  By '''push''' we mean that the updated Microsoft Project '''source plan''' is '''Pushed''' to OnePager Pro.
  
Please keep these '''cautions''' in mind when constructing '''source packages''' for '''OPP Add-in'''.
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This distinction is important since OnePager also enables the '''Pull Update''' method where OnePager Pro loads the updated '''source plan''' file before processing the updates.
  
==Getting Started==
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For more information on the '''Pull method''' of '''adding''' a snapshot to the chart, please see the article at:  [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] 7.15.1-72
  
===Launch OnePager Pro Desktop===
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The workflow for accomplishing this periodic process is shown below:
  
Launch the '''OPP Desktop''' application. Then, click the '''NEW''' button on the '''OnePager Pro Start''' form as shown below:
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<center>[[File:P71-7_7_1-71-(1)-11092021.png]]</center>
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<!--<center>P71-7_7_1-71-(1)-11092021.png</center>-->
  
<center>[[File:P70-8_5_1_2-70-(1)-09052019.png]]</center>
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:1) Launch Microsoft Project and access a Microsoft Project '''source plan''' containing updated information.  
<!--<center>P70-8_5_1_2-70-(1)-09052019.png</center>-->
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When the OnePager choices '''(OPC''') form appears, click the '''Select''' button which accesses a dropdown menu. Then, click the '''BROWSE Project Server…''' option as shown below:
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:2) Launch OnePager Pro from the Microsoft Project '''ADD-IN''' ribbon tool bar tab.
  
<center>[[File:P70-8_5_1_2-70-(2)-09052019.png]]</center>
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:3) Select the '''UPDATE''' button on the '''OnePager Pro Start''' form as shown below:
<!--<center>P70-8_5_1_2-70-(2)-09052019.png</center>-->
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===Logging-in to Your Project Server Account===
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<center>[[File:P70-7_7_1-70-(2)-08092019.png]]</center>
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<!--<center>P70-7_7_1-70-(2)-08092019.png</center>-->
  
The previous action accesses the '''Account Information for Data Source''' form, shown below. Use the form to connect to your Microsoft Project Server account.
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: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 ('''OPC''') form shown here:
  
<center>[[File:P70-8_5_1_2-70-(3)-09052019.png]]</center>
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<center>[[File:P71-7_7_1-71-(2A-1)-02082022.png]]</center>
<!--<center>P70-8_5_1_2-70-(3)-09052019.png</center>-->
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<!--<center>P71-7_7_1-71-(2A-1)-02082022.png</center>-->
  
The function of three (3) of the five (5) fill-in windows and the checkbox are mostly self-explanatory, however, more details are provided below:
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:5) Select the '''NEW snapshot at date:''' radio button and use the '''calendar''' dropdown list to select the '''date''' for this snapshot as shown here:
  
====Save Password====
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<center>[[File:P71-7_7_1-71-(3-1)-02082022.png]]</center>
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<!--<center>P71-7_7_1-71-(3-1)-02082022.png</center>-->
  
A few comments are in order related to the '''Save Password''' checkbox.  When this checkbox is checked '''ON''', OnePager encrypts and remembers the password you provide. Essentially, checking this checkbox '''ON''' gives OnePager Pro permission to store your credentials. As with any stored credentials, you should only save your password when your device and network are both trusted and secure. The information is used to automatically connect to the same Microsoft Project Server account in the future if you make reference to its projects.  
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:6) Then, click '''Next>''' or '''New''' depending on whether the '''Show field mappings''' checkbox is checked '''ON'''OnePager takes the Microsoft Project '''source plan''' data under the control of the '''Flag/Number''' field and produce a '''new''' snapshot in the chart at the '''date''' selected.  
  
If the '''Save Password''' checkbox is not checked '''ON''', you need to fill in the password form each time you want access one of its projects. If you previously logged into a Microsoft Project Server account via Microsoft Project Professional and gave Windows permission to remember your credentials, OnePager does not even need to know your '''user name''' and '''password'''. It can login using the Windows credentials stored on your computer for that URL. For more information go to the Windows Control Panel\User Accounts and Family Safety\Credential Manager.
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Once the updated chart is open, you can '''edit''', '''save''', and '''copy the chart''' to a Microsoft PowerPoint slide or elsewhere as described previously. When you '''save''' the chart, the newly created snapshot is stored in the chart’s '''.TAM''' file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct '''Flag''' setting.  A chart can contain as many snapshots as you like. The chart is designed to remember which '''Flag''' setting, so the '''updates''' are consistent unless you accidentally change the '''Flag'''. When there are multiple '''Flag/Number''' fields in a Microsoft Project '''source plan''' from which OnePager '''imports''' data, it’s a good idea to glance at the '''Flag''' setting before hitting the large '''New''' button.
  
At the present time, whenever you upgrade your version of '''OPP''' on your local computer, the '''OPP''' database is purged of all data associated with Microsoft Project Server or Project Online credentials. 
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==OnePager Pro Standalone Push Update==
  
For login actions to get to Enterprise Custom Fields see the article at: [[Using Enterprise Custom Fields from Microsoft Project for OnePager Pro for Version 7.0  | Using Enterprise Custom Fields from Microsoft Project for OnePager Pro]] <!--24.3.1-70-->
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During the course of a project, work is accomplished, new tasks '''start''', other tasks '''finish''', and, from time to time, '''dates''' are adjusted. These changes are usually picked up as part of a regular reporting process. When updated, the Microsoft Project '''source plan''' becomes the source for reporting schedule updates.
  
====Account Nickname====
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OnePager uses the updated Microsoft Project '''source plan''' to '''add''' snapshots to record how the project progresses between reporting periods.  Once charts are created, they can be updated from the '''OnePager Pro Start''' form by launching OnePager from the '''Standalone Icon''' and doing a '''Push Update'''.  By '''push''' we mean that the updated Microsoft Project '''source plan''' is '''Pushed''' to OnePager.  This distinction is important since OnePager also enables the '''Pull Update''' method. 
  
The '''Account Nickname''' can be anything you want.  It starts out as something constructed from the URL, but that is just a suggested default value for the '''nickname'''. You should choose an '''Account Nickname''' makes it easy to tell different accounts apart. OnePager Pro keeps track of all '''accounts''' (set of '''account parameters and credentials''') that you create and lets you give the '''account credentials''' a '''custom name''' or '''Nickname'''. If you don't give a '''new account''' a '''custom name''', OnePager Pro numbers the '''accounts''' and caches them for you. The '''custom names''' that are cached by OnePager Pro are provided to you in the '''Choose what to import''' form's '''Select Account''' dropdown list shown below where you have the option to '''Edit''', '''Delete''', or to '''Add''' an additional '''Account'''. Once the fields are filled in, click the '''OK''' button to go to the next form where you click the '''Connect''' button.
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For more information on the '''Pull method''' for adding a snapshot to the chart, please see the article at: [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] 7.15.1-72
  
===Selecting a Project or Projects from Your Project Server Account===
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The workflow for accomplishing this periodic process is shown below:
  
Clicking the '''OK''' button on the form above accesses the '''Choose what to import''' form shown below:
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<center>[[File:P71-7_7_2-71-(1)-11092021.png]]</center>
 +
<!--<center>P71-7_7_2-71-(1)-11092021.png</center>-->
  
<center>[[File:P70-8_5_1_2-70-(4)-09052019.png]]</center>
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:1) Launch OnePager from the '''Standalone Icon'''.
<!--<center>P70-8_5_1_2-70-(4)-09052019.png</center>-->
+
  
The '''Select Account''' control group of the form, as mentioned above, contains a list of previously cached '''account names'''. Use the dropdown list to select the '''account''' you wish to access. You can also '''Edit''' the selected '''account name''', '''Delete''' it from the dropdown list, or '''Add''' a new '''account name'''. Clicking the '''Edit''' button accesses the '''Account Information Data Source''' form for the selected '''account''' containing the associated '''account parameters and credentials''' when can then be '''edited'''. Clicking the '''Delete''' button immediate removes the selected '''account''' from the dropdown list. Clicking the '''Add''' button accesses a '''blank''' '''Account Information Data Source''' form that is ready to be filled in with information to create a '''new account'''.  
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:2) The splash page appears briefly followed by the One Pager '''Chart Editor''' form displaying the '''OnePager Pro Start''' form.
  
The form above allows you to establish  Microsoft Project Server account connections, perform '''edits''' on the account log-in information, and delete accounts.  Once connected, the form provides a scrollable space to display the projects in the account and a '''filtering''' mechanism to assist in searches.
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:3) Select the '''UPDATE''' button on the '''OnePager Pro Start''' form as shown below:
  
The '''OPP Desktop''' application does not let you mix ordinary projects (e.g., non-Project Server files) with server-based project. It never gives you the option to add a server object to the ordinary projects that are already in your '''source packet'''.  If, however, you delete all the projects from the '''source packet''', it gives you the option to add either type of project (i.e., ordinary or server-based) to the empty '''source packet'''.
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<center>[[File:P70-7_7_2-70-(2)-08092019.png]]</center>
 +
<!--<center>P70-7_7_2-70-(2)-08092019.png</center>-->
  
===Using the Automatically Connect Checkbox===
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: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 ('''OPC''') form shown here:
  
If you plan to ultimately select several projects to create a '''multi-project''' chart, we recommend that you check the '''Automatically connect''' checkbox before clicking on the '''Connect''' button as described below. As a warning, be advised that once the '''Automatically connect''' checkbox is checked '''ON''', this checkbox must be unchecked in order to disconnect from your Microsoft Project Server account with the '''Disconnect''' button.  Checking the '''Automatically connect''' checkbox automatically logs in to the selected account every time you open the form.
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<center>[[File:P71-7_7_1-71-(2A-1)-02182022.png]]</center>
 +
<!--<center>P71-7_7_1-71-(2A-1)-02182022.png</center>-->
  
===Connecting to your Project Server Account Projects===
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:5) Select the '''NEW snapshot at date:''' radio button and use the '''calendar''' dropdown list to select the '''date''' for this snapshot as shown here:
  
When you click the '''Connect''' button in the '''Connect to Source''' group, the form displays the project information available at the site and looks something like this:
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<center>[[File:P71-7_7_1-71-(3-1)-02182022.png]]</center>
 +
<!--<center>P71-7_7_1-71-(3-1)-02182022.png</center>-->
  
<center>[[File:P70-8_5_1_2-70-(5-1)-09052019.png]]</center>
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:6) Then, click '''Next>''' or '''New''' depending on whether the '''Show column mappings''' checkbox is checked '''ON'''.  
<!--<center>P70-8_5_1_2-70-(5-1)-09052019.png</center>-->
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There are three groups of controls in the '''Choose what to import''' form:
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:7) OnePager takes the Microsoft Project '''source plan''' data under the control of the '''Flag/Number''' field and produce a '''new''' snapshot in the chart at the '''date''' selected.
  
====Select Account====
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Once the updated chart is open, you can '''edit''', '''save''', and '''copy the chart''' to a Microsoft PowerPoint slide or elsewhere as described previously. When you '''save''' the chart, the newly created snapshot is stored in the chart’s '''.TAM''' file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct '''Flag''' setting.  The chart is designed to remember which '''Flag''' setting, so the updates are consistent unless you accidentally change the '''Flag'''.  A chart can contain as many snapshots as you like. When there are multiple '''Flag/Number''' fields in a Microsoft Project plan from which OnePager imports data, it’s a good idea to glance at the '''Flag''' setting before hitting the large '''New''' button.
  
The left-most field contains the '''Account Nickname''' you gave the account and has a dropdown menu so that, if you have several accounts available, you can select among them. Clicking the '''Add''' button accesses the '''Account Information for Data Source''' form allowing you to enter another set containing a URL, User name, Password, and '''Account Nickname'''. Clicking the '''Edit''' button accesses the '''Account Information for Data Source''' form containing the information for the '''Account Nickname''' in the window at the left.  With this form available, you can '''edit''' the data and '''save''' it when you click the '''OK''' button. Clicking the '''Delete''' button '''deletes''' the '''account information''' for the '''Account Nickname''' displayed in the window to the left.  The '''account''' itself is not '''deleted'''.
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==OnePager Express Add-in Push Update==
  
====Connect to Source====
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During the course of a project, work is accomplished, new tasks '''start''', other tasks are '''finished''', and, from time to time, '''dates''' are adjusted.  These occurrences are usually picked up as part of a regular reporting process.  When updated, the Microsoft Excel plan becomes the source for reporting schedule updates. OnePager uses the updated Microsoft Excel '''source plan''' to add snapshots to record how the project changes from reporting period to reporting period. 
  
The '''Connect''' and '''Disconnect''' buttons allow you to make the connection or break itWhen the '''Connect''' button is clicked, OnePager displays a message providing you with the status of the connect operation.  When the connection is made a '''green dot''' appears to the right with a tag stating '''Connected'''If the attempt to connect fails, a '''red dot''' with the tag of '''Not Connected''' appearsAdditionally, one of the following error messages appears in red in the '''Connect to Source''' group of the form:
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One method that the OnePager '''Add-in''' uses is called the '''Push Update'''.  By '''push''' we mean that the updated Microsoft Excel plan is '''Pushed''' to OnePagerThis distinction is important since OnePager also enables the '''Pull Update''' method.   
  
<center>
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For more information on the '''Pull method''' for adding a snapshot to the chart, please see the article at:  [[ADDING a Snapshot via Pull Operation for Version 7.1 | ADDING a Snapshot via Pull Operation]] 7.15.1-71
{| class="wikitable"
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! style="text-align: center; font-weight: bold;" | Message
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! style="font-weight: bold;" | Meaning
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|-
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|
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'''Need login account'''
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|
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Cannot login because user has not created a login account.&nbsp; Press the Add button to create an account.&nbsp;&nbsp; If the Add button is not showing, press the Change button first.
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|-
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|
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'''Unable to connect'''
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|
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OnePager could not connect to the server using the specified account.
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|}
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</center>
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Clicking the '''Disconnect''' button immediately '''disconnects''' Microsoft Project Server and '''OPP''' from the account.  The form does not '''close''' and a '''red dot''' with the tag '''Disconnected''' appears. If you do not click the '''Disconnect''' button before exiting '''OPP Desktop''', the connection is terminated '''OPP Desktop''' is '''closed'''.  As mentioned above, in the '''Save Password''' group, '''OPP''' remembers your login information in encrypted form if the '''Save Password''' check box is checked for the account. Checking the '''Automatically connect''' checkbox '''ON''' tells '''OPP''' to keep the connection to the URL displayed in the '''Select Account''' window active until the '''Disconnect''' button is clicked.
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The workflow for accomplishing this periodic process is shown below:
  
====Choose Projects====
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<center>[[File:X71-7_8_1-71-(1)-11092021.png]]</center>
 +
<!--<center>X71-7_8_1-71-(1)-11092021.png</center>-->
  
This group on the form displays the list of files available for '''import''' from the designated Microsoft Project Server account.  You have some options available when searching the projects to '''import'''. '''Scroll-Down the List'''.  Scroll down the list until you find the project or projects to import.  Select the project or projects desired by clicking on them.  Click the '''OK''' button at the bottom of the form.
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:1) Launch Microsoft Excel and bring up a Microsoft Excel '''source plan''' containing updated informationLaunch OnePager Express from the Microsoft Excel tool bar.
  
<center>[[File:P70-8_5_1_2-70-(6)-09052019.png]]</center>
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:2) Launch OnePager and select the '''UPDATE''' button on the '''OnePager Express Start''' form as shown below:
<!--<center>P70-8_5_1_2-70-(6)-09052019.png</center>-->
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'''Use the Filter'''. You can '''filter''' through the projects by placing '''filter text''' in the window to the immediate right of the '''Filter''' button. When the '''Filter''' button is clicked, OnePager displays those files that meet the '''filter criteria''' as shown here: 
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<center>[[File:X71-7_8_1-71-(2)-11092021.png]]</center>
 +
<!--<center>X71-7_8_1-71-(2)-11092021.png</center>-->
  
<center>[[File:P70-8_5_1_2-70-(7)-09052019.png]]</center>
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:3) 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 ('''OPC''') form shown here:
<!--<center>P70-8_5_1_2-70-(7)-09052019.png</center>-->
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You can then select the desired project or projects. '''Show All'''.  Clicking the '''Show All''' button displays all the projects available for selection.  Use the scroll bar at the right to search down the project names.
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<center>[[File:X71-7_8_1-71-(3-1)-02182022.png]]</center>
 +
<!--<center>X71-7_8_1-71-(3-1)-02182022.png</center>-->
  
If you encounter difficulties '''connecting''' to your Microsoft Project Server or Project Online '''accounts''' please reference the links to the OnePager '''Frequently Asked Questions''' section of our website at [https://www.onepager.com/support/faq.php Frequently Asked Questions (FAQs)] or at the suggested specific '''FAQ''' articles at the [[Using OnePager Pro Desktop with Server Resident Project Plans for Version 7.0#Troubleshooting | Troubleshooting]] <!--8.5.1.2-70--> section of this article.
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:4) Select the '''NEW snapshot at date:''' radio button and use the calendar dropdown list to select the date for this snapshot as shown here:
  
==Creating NEW Charts==
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<center>[[File:X71-7_8_1-71-(4-1)-02182022.png]]</center>
 +
<!--<center>X71-7_8_1-71-(4-1)-02182022.png</center>-->
  
Upon completing the project '''source plan''' selection process, click the '''OK''' button at the bottom of the '''Choose what to import''' form and the '''OPC''' form is updated to show the '''source plans''' selected, as shown below:
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:5) Then, click '''Next>''' or '''New''' depending on whether the '''Show field mappings''' box is checked. OnePager takes the Microsoft Excel '''source plan''' data under the control of the '''flag''' field and produce a new snapshot in the chart at the date selected.
  
<center>[[File:P70-8_5_1_2-70-(8)-09052019.png]]</center>
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Once the updated chart is open, you can '''edit''', '''save''', and '''copy the chart''' to a Microsoft PowerPoint slide or elsewhere as described previously. When you save the chart, the newly created snapshot is stored in the chart’s '''.TAM''' file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct '''Flag''' setting.  The chart is designed to remember which '''Flag''' setting, so the updates are consistent unless you accidentally change the '''Flag'''.  A chart can contain as many snapshots as you like. When there are multiple '''Flag''' fields in a Microsoft Excel plan from which OnePager imports data, it’s a good idea to glance at the '''Flag''' setting before hitting the large '''New''' button.
<!--<center>P70-8_5_1_2-70-(8)-09052019.png</center>-->
+
  
As with any set of project '''source plans''', you can examine and manipulate them by clicking on the '''Add/Remove''' button shown above which brings up the '''Data source selection''' form. By clicking the '''Create new chart''' button in the '''OPC''' form above '''OPP Desktop''' directly accesses the '''cloud''' resident '''source plan''' and create the desired chart that looks like this:
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==OnePager Express Standalone Push Update==
  
<center>[[File:P70-8_5_1_1-70-(11)-09052019.png]]</center>
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During the course of a project, work is accomplished, new tasks '''start''', other tasks are '''finished''', and, from time to time, '''dates''' are adjusted. These occurrences are usually picked up as part of a regular reporting process. When updated, the Microsoft Excel plan becomes the source for reporting schedule updates.
<!--<center>P70-8_5_1_1-70-(11)-09052019.png</center>-->
+
  
The new chart can be '''edited''', '''saved''', or '''shared''' as required.
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OnePager uses the updated Microsoft Excel '''source plan''' to add snapshots to record how the project changes from reporting period to reporting period.  Once project views are created, they can be updated from the '''OnePager Express Start''' form by launching OnePager from the '''desktop icon''' and doing a '''push''' update.  By '''push''' we mean that the updated Microsoft Excel plan is '''Pushed''' to OnePager.  This distinction is important since OnePager also enables the '''Pull Update''' method.
  
==UPDATING Charts from Project Server==
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For more information on the '''Pull method''' for adding a snapshot to the chart, please see the article at:  [[ADDING a Snapshot via Pull Operation for Version 7.1 | ADDING a Snapshot via Pull Operation]] 7.15.1-71
  
===Create the Updated Chart===
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The workflow for accomplishing this periodic process is shown below:
  
Since the chart is associated with a '''source plan''' and '''OPP Add-in''' knows the '''path name''' to access that ''' source plan''', '''OPP Desktop''' retrieves the ''' source plan''' from your '''cloud''' resident location when you click the '''New''' button at the bottom of the '''OPC''' form. Assuming that the '''source plan''' at this '''cloud''' location was updated with current information, in this case up to 9/30/2019, '''OPP Desktop''' creates a new snapshot with this date as shown below:
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<center>[[File:X71-7_8_2-71-(1)-11092021.png]]</center>
 +
<!--<center>X71-7_8_2-71-(1)-11092021.png</center>-->
  
<center>[[File:P70-8_5_1_1-70-(14)-09052019.png]]</center>
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:1) Launch OnePager from the '''desktop icon'''.
<!--<center>P70-8_5_1_1-70-(14)-09052019.png</center>-->
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The updated chart can be '''edited''', '''saved''', or '''shared''' as required.
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:2) The splash page appears briefly followed by the One Pager '''Project View Editor''' ('''PVE''') form displaying the '''OnePager Express Start''' form.  
  
===Updates to Charts from Microsoft Project Server or Online Sources===
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:3) Select the '''UPDATE''' button on the '''OnePager Express Start''' form as shown below:
  
The '''OPP Desktop''' application supports '''Pull''' and '''Push''' '''updates''' from Microsoft Project Server or Project Online '''source plans'''. You can perform any '''update''' from Microsoft Project Server '''source plans''' using either the '''Pull''' or '''Push''' operations available for '''OPP''' version 7.0.
+
<center>[[File:X71-7_8_2-71-(2)-11092021.png]]</center>
 +
<!--<center>X71-7_8_2-71-(2)-11092021.png</center>-->
  
==Sharing Charts Created from the Cloud==
+
:4) Clicking the '''UPDATE''' button displays a list of recently-used project views and the word '''BROWSE FILES…''' option.  Select the desired project view as shown above and OnePager accesses the OnePager choices ('''OPC''') form shown here:
  
'''OPP Desktop''' is able to update charts from '''cloud source plans''' because it has access to the credentials. These credentials can be stored for convenience in the '''OPP''' database or in the Windows Credential vault. Sharing charts created in the '''cloud''' is, therefore, a bit more involved because the recipient needs access to the same cloud data sources (i.e., Microsoft Project Server account) if there is a need to update the shared chart. Your internal procedures for giving various team members '''cloud''' access credentials should govern these considerations. More information is available on '''sharing charts''' at these links:
+
<center>[[File:X71-7_8_1-71-(3-1)-02182022.png]]</center>
 +
<!--<center>X71-7_8_1-71-(3-1)-02182022.png</center>-->
 +
 
 +
:5) Select the '''NEW snapshot at date:''' radio button and use the calendar dropdown list to select the date for this snapshot as shown here:
 +
 
 +
<center>[[File:X71-7_8_1-71-(4-1)-02182022.png]]</center>
 +
<!--<center>X71-7_8_1-71-(4-1)-02182022.png</center>-->
 +
 
 +
:6) Then, click '''Next>''' or '''New''' depending on whether the '''Show field mappings''' box is checked. OnePager takes the Microsoft Excel plan data under the control of the '''flag''' field and produce a new snapshot in the project view at the date selected.  
 +
 
 +
Once the updated project view is open, you can '''edit''', '''save''', and '''copy the chart''' to a Microsoft PowerPoint slide or elsewhere as described previously.  When you save the project view, the newly created snapshot is stored in the project view’s '''.TAM''' file along with all its other snapshots.  Some care needs to be taken to make sure that the update uses the correct "Flag" setting. The chart is designed to remember which "Flag" setting it is using, so the updates are consistent unless you accidentally change the "flag" setting.  A chart can contain as many snapshots as you like. When there are multiple '''Flag''' fields in a Microsoft Excel plan from which OnePager imports data, it’s a good idea to glance at the '''Flag''' setting before hitting the large '''New''' button.
 +
 
 +
==OnePager Bundle Add-in Push Update==
 +
 
 +
OnePager Bundle '''Add-in''' supports  '''ADDING a Snapshot using the Push Update''' for charts created from Microsoft Project or Microsoft Excel ''' source plans'''.  The procedures and workflow for '''ADDING a Snapshot''' to these charts using the '''Push Update''' is the same as '''ADDING a Snapshot''' to charts originally created by OnePager Pro '''Add-in''' or OnePager Express '''Add-in'''. Accordingly, the instructions for '''ADDING a Snapshot''' to charts built from Microsoft Project or Microsoft Excel using the '''Push Update''' can be found at these two links respectively:
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
| [[Managing Chart Data for Version 7.0 | Managing Chart Data]] <!--23.0.1-70-->
+
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Pro Add-in Push Update | OnePager Pro Add-in Push Update]] 7.7.1-72
 
|-
 
|-
| [[Sharing Charts for Version 7.0 (Portal) | Sharing Charts (Portal)]] <!--23.2.1-70-->
+
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Express Add-in Push Update | OnePager Express Add-in Push Update]] 7.7.1-72
 
|}
 
|}
 
</center>
 
</center>
  
==Disconnecting from Microsoft Project Server==
+
==OnePager Bundle Standalone Push Update==
  
Your individual installation of Microsoft Project Server or Project Online probably has procedures for '''disconnecting''' from these applications.  We also recommend using these installation specific procedures to assure proper '''disconnection/log out''' from these applications. We recommend that when using Microsoft Project Server or Project Online with OnePager Pro '''Desktop''' that you make sure that OnePager Pro '''Desktop''' is closed at the end of your session and any instances of Microsoft Project Server or Project Online are also closed to assure that OnePager Pro '''Add-in''' is '''disconnected/logged off'''. The steps provided below can be used to '''disconnect/log off''' from Microsoft Project Server or Project Online from OnePager Pro '''Desktop'''.
+
OnePager Bundle '''Standalone''' supports '''ADDING a Snapshot''' to charts created originally from Microsoft Project, Microsoft Excel, Oracle Primavera P6, and Smartsheet '''source plans'''.
  
To '''Disconnect''' from your Microsoft Project Server cloud files which is essentially the same as '''logging off''' from the OnePager '''Chart Editor''' first click the OnePager ribbon's '''Data''' tab and click the '''Select file(s)''' button to access the OnePager '''Data source selection''' form and then click the '''Add''' button on the form as shown below:
+
===Using OnePager Bundle to ADD a Snapshot to Charts Created from Microsoft Project or Microsoft Excel using the Push Update===
  
<center>[[File:P70-8_5_1_1-70-(15)-09112019.png]]</center>
+
The '''procedures''' and workflow for '''ADDING a Snapshot''' to charts originally created from Microsoft Project or Microsoft Excel '''source plans''' is the same as '''push updating''' a chart originally created by OnePager Pro '''Standalone''' or OnePager Express '''Standalone'''.  Accordingly, the instructions for '''Push Updating''' charts built from Microsoft Project or Microsoft Excel can be found at these two links respectively:
<!--<center>P70-8_5_1_1-70-(15)-09112019.png</center>-->
+
  
Clicking the '''Add''' button accesses the dropdown menu as shown below:
+
<center>
 +
{| class="wikitable"
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Pro Standalone Push Update | OnePager Pro Standalone Push Update]] 7.7.1-72
 +
|-
 +
| [[ADDING a Snapshot via Push Update to a OnePager Chart for Version 7.2#OnePager Express Standalone Push Update | OnePager Express Standalone Push Update]] 7.7.1-72
 +
|}
 +
</center>
  
<center>[[File:P70-8_5_1_1-70-(16)-09112019.png]]</center>
+
===Using OnePager Bundle to ADD a Snapshot to Charts Created from Oracle Primavera P6 using the Push Update===
<!--<center>P70-8_5_1_1-70-(16)-09112019.png</center>-->
+
  
Clicking the '''BROWSE Project Server ...''' option accesses the '''Choose what to import''' form which can initially look like this:
+
The power of '''OnePager''' is illustrated when, after a period of progress on the project, it is time to produce another chart. '''OnePager''' produces your next snapshot with the same look and feel as the original assuming that the Oracle Primavera P6 '''source plan''' was updated with '''actual start and finish, percent complete''', and other relevant data during the reporting interval. '''OnePager''' can easily generate a new snapshot. 
  
<center>[[File:P70-8_5_1_1-70-(18A)-09112019.png]]</center>
+
Suppose we have the original chart we created and we want to create another graph from the updated Oracle Primavera P6 '''source plan''' on later on in the project.  A portion of the original chart is shown below:
<!--<center>P70-8_5_1_1-70-(18A)-09112019.png</center>-->
+
  
To expand the '''Choose what to import''' form to see the '''Connect to Source''' control group, click the '''Change''' button, shown above, which expands the form. Clicking the '''Disconnect''' button '''disconnects''' or '''logs off''' from your Microsoft Project Server account as shown here:
+
<center>[[File:P71-3_0_3_1-71-(20-2)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(20-2)-10152021.png</center>-->
  
<center>[[File:P70-8_5_1_1-70-(17)-09112019.png]]</center>
+
Before creating a new snapshot to show updates to the plan, we need to update the Oracle Primavera P6 '''source plan''' say by updating the '''Percent Complete''' for activities that have progressed to , say, 50%. When the '''source plan''' is updated with this revised information and '''exported''', we can proceed. Launch '''OnePager''' and click the '''UPDATE''' button on the '''OnePager Bundle Start''' form. Doing so accesses the following '''OnePager choices''' ('''OPC''') form shown here:
<!--<center>P70-8_5_1_1-70-(17)-09112019.png</center>-->
+
  
Clicking the '''Disconnect''' button '''closes''' the connection and afterward the '''Choose what to import''' form looks like this:
+
<center>[[File:P71-3_0_3_1-71-(20A-2)-02252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(20A-2)-02252022.png</center>-->
  
<center>[[File:P70-8_5_1_1-70-(18)-09112019.png]]</center>
+
In the '''OPC''' form, select the '''NEW snapshot at date:''' as shown above. You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time. To see which snapshot dates already exist, just position your mouse over the '''NEW snapshot at date:''' window to see a list of the existing dates. 
<!--<center>P70-8_5_1_1-70-(18)-09112019.png</center>-->
+
  
'''Disconnecting''' OnePager Pro '''Desktop''' from Microsoft Project Server has no impact on the current chart in OnePager '''Chart Editor'''. However, the '''source plan''' accessed from the cloud is no longer accessible for '''update''' and the subsequent '''update''' of the chart.
+
<center>[[File:P71-3_0_3_1-71-(20B-2)-02252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(20B-2)-02252022.png</center>-->
  
==Troubleshooting==
+
You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:
  
Please refer to these two '''Frequently Asked Questions''' if you are having issues:
+
<center>[[File:P71-3_0_3_1-71-(20C-2)-02252022.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(20C-2)-02252022.png</center>-->
  
<center>
+
Un-check the '''Show field mappings''' checkbox '''OFF''' if you want to use the same '''field mappings''' as you used before. The bottom of the screen now looks like this:
{| class="wikitable"
+
 
| [https://www.onepager.com/support/faq.php?id=79 Updating OnePager with a Project Online or Project Server 2016/2019 plan]
+
<center>[[File:P71-3_0_3_1-71-(26)-06072021.png]]</center>
|-
+
<!--<center>P71-3_0_3_1-71-(26)-06072021.png</center>-->
| [https://www.onepager.com/support/faq.php?id=96 Can't Connect to Project Online/Project Server to Update a OnePager Report]
+
 
|-
+
Pressing the large '''New''' button creates a new snapshot for the chart.   The chart opens at the new snapshot. The '''color''', '''fonts''', '''title''', and '''swimlane''' assignments are consistent between the two snapshots:
| [https://www.onepager.com/support/faq.php?id=117 Importing Enterprise Custom Fields from Project Server and Project Online]
+
 
|-
+
<center>[[File:P71-3_0_3_1-71-(20D)-06072021.png]]</center>
| [https://www.onepager.com/support/faq.php?id=151 Migrating from Project Server to Project Online]
+
<!--<center>P71-3_0_3_1-71-(20D)-06072021.png</center>-->
|}
+
 
</center>
+
You can go back and forth between the two snapshots by using the '''snapshot forward/backward''' buttons on the '''View''' ribbon tool bar tab as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(20E-1)-10152021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(20E-1)-10152021.png</center>-->
 +
 
 +
===Using OnePager Bundle to ADD a Snapshot to Charts Created from Smartsheet using the Push Update===
 +
 
 +
The power of '''OnePager''' is illustrated when, after a period of progress on the project, it is time to produce another chart.  '''OnePager''' produces your next snapshot with the same look and feel as the original assuming that the Smartsheet '''source plan''' was updated with '''actual start and finish, percent complete''', and other relevant data during the reporting interval, '''OnePager''' can easily generate a new snapshot. 
 +
 
 +
Suppose we have the original chart we created and we want to create another graph from the updated Smartsheet '''source plan''' on later on in the project.  The original chart is shown below:
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(11A-2)-10282021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(11A-2)-10282021.png</center>-->
 +
 
 +
Before creating a new snapshot to show updates to the plan, we need to update the Smartsheet '''source plan''' say by updating the '''Percent Complete''' for tasks that have progressed to , say, 95%.  After the Smartsheet '''source plan''' is updated, it looks like this
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(11B-1)-06102021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(11B-1)-06102021.png</center>-->
 +
 
 +
When the '''source plan''' is updated with this revised information, we can proceed. Launch '''OnePager''' and click the '''UPDATE''' button on the '''OnePager Bundle Start''' form. Doing so accesses the following '''OnePager choices''' ('''OPC''') form shown here:
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(20A-2)-12062021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(20A-2)-12062021.png</center>-->
 +
 
 +
In the '''OPC''' form select the '''NEW snapshot at date:''' as shown above. You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time.  To see which snapshot dates already exist, just position your mouse over the '''NEW snapshot at date:''' window to see a list of the existing dates. 
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(20B-2)-12062021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(20B-2)-12062021.png</center>-->
 +
 
 +
You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(20C-2)-12062021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(20C-2)-12062021.png</center>-->
 +
 
 +
Un-check the '''Show field mappings''' checkbox '''OFF''' if you want to use the same '''field mappings''' as you used before. The bottom of the screen now looks like this:
 +
 
 +
<center>[[File:P71-3_0_3_1-71-(26)-06072021.png]]</center>
 +
<!--<center>P71-3_0_3_1-71-(26)-06072021.png</center>-->
 +
 
 +
Pressing the large '''New''' button creates a new snapshot for the chart.   The chart opens at the new snapshot. The '''color''', '''fonts''', '''title''', and '''swimlane''' assignments are consistent between the two snapshots:
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(20D-1)-06102021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(20D-1)-06102021.png</center>-->
 +
 
 +
You can go back and forth between the two snapshots by using the '''snapshot forward/backward''' buttons on the '''View''' ribbon tool bar tab as shown below:
 +
 
 +
<center>[[File:P71-3_0_3_3-71-(20E-2)-10282021.png]]</center>
 +
<!--<center>P71-3_0_3_3-71-(20E-2)-10282021.png</center>-->
  
 
==Related Links==
 
==Related Links==
  
[[Using Enterprise Custom Fields from Microsoft Project for OnePager Pro for Version 7.| Using Enterprise Custom Fields from Microsoft Project for OnePager Pro]] <!--24.3.1-70-->
+
[[Using Microsoft Project/Excel Source Plans with OnePager Bundle Version 7.2 | Using Microsoft Project/Excel Source Plans with OnePager Bundle]] 3.0.3.2-72
  
[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
+
[[Using Oracle Primavera P6 Source Plans with OnePager Version 7.2 | Using Oracle Primavera P6 Source Plans with OnePager]] 3.0.3.1-72
  
[[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] <!--7.13.1-70-->
+
[[Using Smartsheet Source Plans with OnePager Version 7.2 | Using Smartsheet Source Plans with OnePager]] 3.0.3.3-72
  
[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70-->
+
[[Creating a NEW Chart via Pull Operation Feature for Version 7.1 | Creating a NEW Chart via Pull Operation Feature]] 7.13.1-71
  
[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70-->
+
[[REPLACING a Snapshot via Pull Operation for Version 7.1 | REPLACING a Snapshot via Pull Operation]] 7.14.1-71
  
[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-70-->
+
[[ADDING a Snapshot via Pull Operation for Version 7.1 | ADDING a Snapshot via Pull Operation]] 7.15.1-71
  
[[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-->
+
[[Custom Update (Replacing) of a Snapshot via Pull Operation for Version 7.1 | Custom Update (Replacing) of a Snapshot via Pull Operation]] 7.16.1-71
  
[[Opening an EXISTING Chart - OnePager Pro Desktop for Version 7.0 | Opening an EXISTING Chart - OnePager Pro Desktop]] <!--7.5.2-70-->
+
[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-71
  
(8.5.1.2-70)
+
(7.7.1-72)
  
[[Category:Version 7.0]]
+
[[Category:Version 7.2]]
[[Category:Desktop]]
+
[[Category:Add-in]]
 +
[[Category:Standalone]]
 
[[Category:Basic Workflows]]
 
[[Category:Basic Workflows]]
[[Category:Multi-Project Formats]]
+
[[Category:Template Properties Form]]
[[Category:Enterprise Integration]]
+
[[Category:Chart Properties Form]]
[[Category:Microsoft Project Server Accounts]]
+
 
[[Category:OnePager Choices Form]]
 
[[Category:OnePager Choices Form]]
 +
[[Category:Snapshots]]
 
[[Category:Charts]]
 
[[Category:Charts]]
[[Category:Editing the Chart]]
 
[[Category:Templates]]
 
[[Category:Sharing Output]]
 
 
[[Category:Microsoft Project]]
 
[[Category:Microsoft Project]]
 +
[[Category:Microsoft Excel]]
 +
[[Category:Smartsheet]]
 +
[[Category:Oracle Primavera P6]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 +
[[Category:OnePager Express]]
 +
[[Category:OnePager Bundle]]

Revision as of 16:09, 31 May 2022

Introduction

This article has six (6) major sections below. The first and second major sections are associated with OnePager Pro Add-in and Standalone, respectively. The third and fourth major sections are are associated with OnePager Express Add-in and Standalone, respectively. The last two major sections are for OnePager Bundle users. These last two section direct you to the appropriate portions of this article where you can find the instructions for ADDING a Snapshot to a chart previously created from any one of the source plans supported by OnePager Bundle (i.e., Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet).

Please use the table below to accesses the desired sub-section:

OnePager Pro Add-in Push Update 7.7.1-72
OnePager Pro Standalone Push Update 7.7.1-72
OnePager Express Add-in Push Update 7.7.1-72
OnePager Express Standalone Push Update 7.7.1-72
OnePager Bundle Add-in Push Update 7.7.1-72
OnePager Bundle Standalone Push Update 7.7.1-72

OnePager Pro Add-in Push Update

During the course of a project, work is accomplished, new tasks start, other tasks finish, and, from time to time, dates are adjusted. These changes are usually picked up as part of a regular reporting process. When updated, the Microsoft Project source plan becomes the source for reporting schedule updates.

OnePager uses the updated Microsoft Project source plan to add snapshots to record how the project progresses between reporting periods. One method that the OnePager Add-in uses is called the Push Update. By push we mean that the updated Microsoft Project source plan is Pushed to OnePager Pro.

This distinction is important since OnePager also enables the Pull Update method where OnePager Pro loads the updated source plan file before processing the updates.

For more information on the Pull method of adding a snapshot to the chart, please see the article at: ADDING a Snapshot via Pull Operation 7.15.1-72

The workflow for accomplishing this periodic process is shown below:

P71-7 7 1-71-(1)-11092021.png
1) Launch Microsoft Project and access a Microsoft Project source plan containing updated information.
2) Launch OnePager Pro from the Microsoft Project ADD-IN ribbon tool bar tab.
3) Select the UPDATE button on the OnePager Pro Start form as shown below:
P70-7 7 1-70-(2)-08092019.png
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 (OPC) form shown here:
P71-7 7 1-71-(2A-1)-02082022.png
5) Select the NEW snapshot at date: radio button and use the calendar dropdown list to select the date for this snapshot as shown here:
P71-7 7 1-71-(3-1)-02082022.png
6) Then, click Next> or New depending on whether the Show field mappings checkbox is checked ON. OnePager takes the Microsoft Project source plan data under the control of the Flag/Number field and produce a new snapshot in the chart at the date selected.

Once the updated chart is open, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. When you save the chart, the newly created snapshot is stored in the chart’s .TAM file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct Flag setting. A chart can contain as many snapshots as you like. The chart is designed to remember which Flag setting, so the updates are consistent unless you accidentally change the Flag. When there are multiple Flag/Number fields in a Microsoft Project source plan from which OnePager imports data, it’s a good idea to glance at the Flag setting before hitting the large New button.

OnePager Pro Standalone Push Update

During the course of a project, work is accomplished, new tasks start, other tasks finish, and, from time to time, dates are adjusted. These changes are usually picked up as part of a regular reporting process. When updated, the Microsoft Project source plan becomes the source for reporting schedule updates.

OnePager uses the updated Microsoft Project source plan to add snapshots to record how the project progresses between reporting periods. Once charts are created, they can be updated from the OnePager Pro Start form by launching OnePager from the Standalone Icon and doing a Push Update. By push we mean that the updated Microsoft Project source plan is Pushed to OnePager. 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: ADDING a Snapshot via Pull Operation 7.15.1-72

The workflow for accomplishing this periodic process is shown below:

P71-7 7 2-71-(1)-11092021.png
1) Launch OnePager from the Standalone Icon.
2) The splash page appears briefly followed by the One Pager 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
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 (OPC) form shown here:
P71-7 7 1-71-(2A-1)-02182022.png
5) Select the NEW snapshot at date: radio button and use the calendar dropdown list to select the date for this snapshot as shown here:
P71-7 7 1-71-(3-1)-02182022.png
6) Then, click Next> or New depending on whether the Show column mappings checkbox is checked ON.
7) OnePager takes the Microsoft Project source plan data under the control of the Flag/Number field and produce a new snapshot in the chart at the date selected.

Once the updated chart is open, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. When you save the chart, the newly created snapshot is stored in the chart’s .TAM file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct Flag setting. The chart is designed to remember which Flag setting, so the updates are consistent unless you accidentally change the Flag. A chart can contain as many snapshots as you like. When there are multiple Flag/Number fields in a Microsoft Project plan from which OnePager imports data, it’s a good idea to glance at the Flag setting before hitting the large New button.

OnePager Express Add-in Push Update

During the course of a project, work is accomplished, new tasks start, other tasks are finished, and, from time to time, dates are adjusted. These occurrences are usually picked up as part of a regular reporting process. When updated, the Microsoft Excel plan becomes the source for reporting schedule updates. OnePager uses the updated Microsoft Excel source plan to add snapshots to record how the project changes from reporting period to reporting period.

One method that the OnePager Add-in uses is called the Push Update. By push we mean that the updated Microsoft Excel plan is Pushed to OnePager. 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: ADDING a Snapshot via Pull Operation 7.15.1-71

The workflow for accomplishing this periodic process is shown below:

X71-7 8 1-71-(1)-11092021.png
1) Launch Microsoft Excel and bring up a Microsoft Excel source plan containing updated information. Launch OnePager Express from the Microsoft Excel tool bar.
2) Launch OnePager and select the UPDATE button on the OnePager Express Start form as shown below:
X71-7 8 1-71-(2)-11092021.png
3) 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 (OPC) form shown here:
X71-7 8 1-71-(3-1)-02182022.png
4) Select the NEW snapshot at date: radio button and use the calendar dropdown list to select the date for this snapshot as shown here:
X71-7 8 1-71-(4-1)-02182022.png
5) Then, click Next> or New depending on whether the Show field mappings box is checked. OnePager takes the Microsoft Excel source plan data under the control of the flag field and produce a new snapshot in the chart at the date selected.

Once the updated chart is open, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. When you save the chart, the newly created snapshot is stored in the chart’s .TAM file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct Flag setting. The chart is designed to remember which Flag setting, so the updates are consistent unless you accidentally change the Flag. A chart can contain as many snapshots as you like. When there are multiple Flag fields in a Microsoft Excel plan from which OnePager imports data, it’s a good idea to glance at the Flag setting before hitting the large New button.

OnePager Express Standalone Push Update

During the course of a project, work is accomplished, new tasks start, other tasks are finished, and, from time to time, dates are adjusted. These occurrences are usually picked up as part of a regular reporting process. When updated, the Microsoft Excel plan becomes the source for reporting schedule updates.

OnePager uses the updated Microsoft Excel source plan to add snapshots to record how the project changes from reporting period to reporting period. Once project views are created, they can be updated from the OnePager Express Start form by launching OnePager from the desktop icon and doing a push update. By push we mean that the updated Microsoft Excel plan is Pushed to OnePager. 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: ADDING a Snapshot via Pull Operation 7.15.1-71

The workflow for accomplishing this periodic process is shown below:

X71-7 8 2-71-(1)-11092021.png
1) Launch OnePager from the desktop icon.
2) The splash page appears briefly followed by the One Pager Project View Editor (PVE) form displaying the OnePager Express Start form.
3) Select the UPDATE button on the OnePager Express Start form as shown below:
X71-7 8 2-71-(2)-11092021.png
4) Clicking the UPDATE button displays a list of recently-used project views and the word BROWSE FILES… option. Select the desired project view as shown above and OnePager accesses the OnePager choices (OPC) form shown here:
X71-7 8 1-71-(3-1)-02182022.png
5) Select the NEW snapshot at date: radio button and use the calendar dropdown list to select the date for this snapshot as shown here:
X71-7 8 1-71-(4-1)-02182022.png
6) Then, click Next> or New depending on whether the Show field mappings box is checked. OnePager takes the Microsoft Excel plan data under the control of the flag field and produce a new snapshot in the project view at the date selected.

Once the updated project view is open, you can edit, save, and copy the chart to a Microsoft PowerPoint slide or elsewhere as described previously. When you save the project view, the newly created snapshot is stored in the project view’s .TAM file along with all its other snapshots. Some care needs to be taken to make sure that the update uses the correct "Flag" setting. The chart is designed to remember which "Flag" setting it is using, so the updates are consistent unless you accidentally change the "flag" setting. A chart can contain as many snapshots as you like. When there are multiple Flag fields in a Microsoft Excel plan from which OnePager imports data, it’s a good idea to glance at the Flag setting before hitting the large New button.

OnePager Bundle Add-in Push Update

OnePager Bundle Add-in supports ADDING a Snapshot using the Push Update for charts created from Microsoft Project or Microsoft Excel source plans. The procedures and workflow for ADDING a Snapshot to these charts using the Push Update is the same as ADDING a Snapshot to charts originally created by OnePager Pro Add-in or OnePager Express Add-in. Accordingly, the instructions for ADDING a Snapshot to charts built from Microsoft Project or Microsoft Excel using the Push Update can be found at these two links respectively:

OnePager Pro Add-in Push Update 7.7.1-72
OnePager Express Add-in Push Update 7.7.1-72

OnePager Bundle Standalone Push Update

OnePager Bundle Standalone supports ADDING a Snapshot to charts created originally from Microsoft Project, Microsoft Excel, Oracle Primavera P6, and Smartsheet source plans.

Using OnePager Bundle to ADD a Snapshot to Charts Created from Microsoft Project or Microsoft Excel using the Push Update

The procedures and workflow for ADDING a Snapshot to charts originally created from Microsoft Project or Microsoft Excel source plans is the same as push updating a chart originally created by OnePager Pro Standalone or OnePager Express Standalone. Accordingly, the instructions for Push Updating charts built from Microsoft Project or Microsoft Excel can be found at these two links respectively:

OnePager Pro Standalone Push Update 7.7.1-72
OnePager Express Standalone Push Update 7.7.1-72

Using OnePager Bundle to ADD a Snapshot to Charts Created from Oracle Primavera P6 using the Push Update

The power of OnePager is illustrated when, after a period of progress on the project, it is time to produce another chart. OnePager produces your next snapshot with the same look and feel as the original assuming that the Oracle Primavera P6 source plan was updated with actual start and finish, percent complete, and other relevant data during the reporting interval. OnePager can easily generate a new snapshot.

Suppose we have the original chart we created and we want to create another graph from the updated Oracle Primavera P6 source plan on later on in the project. A portion of the original chart is shown below:

P71-3 0 3 1-71-(20-2)-10152021.png

Before creating a new snapshot to show updates to the plan, we need to update the Oracle Primavera P6 source plan say by updating the Percent Complete for activities that have progressed to , say, 50%. When the source plan is updated with this revised information and exported, we can proceed. Launch OnePager and click the UPDATE button on the OnePager Bundle Start form. Doing so accesses the following OnePager choices (OPC) form shown here:

P71-3 0 3 1-71-(20A-2)-02252022.png

In the OPC form, select the NEW snapshot at date: as shown above. You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time. To see which snapshot dates already exist, just position your mouse over the NEW snapshot at date: window to see a list of the existing dates.

P71-3 0 3 1-71-(20B-2)-02252022.png

You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:

P71-3 0 3 1-71-(20C-2)-02252022.png

Un-check the Show field mappings checkbox OFF if you want to use the same field mappings as you used before. The bottom of the screen now looks like this:

P71-3 0 3 1-71-(26)-06072021.png

Pressing the large New button creates a new snapshot for the chart. The chart opens at the new snapshot. The color, fonts, title, and swimlane assignments are consistent between the two snapshots:

P71-3 0 3 1-71-(20D)-06072021.png

You can go back and forth between the two snapshots by using the snapshot forward/backward buttons on the View ribbon tool bar tab as shown below:

P71-3 0 3 1-71-(20E-1)-10152021.png

Using OnePager Bundle to ADD a Snapshot to Charts Created from Smartsheet using the Push Update

The power of OnePager is illustrated when, after a period of progress on the project, it is time to produce another chart. OnePager produces your next snapshot with the same look and feel as the original assuming that the Smartsheet source plan was updated with actual start and finish, percent complete, and other relevant data during the reporting interval, OnePager can easily generate a new snapshot.

Suppose we have the original chart we created and we want to create another graph from the updated Smartsheet source plan on later on in the project. The original chart is shown below:

P71-3 0 3 3-71-(11A-2)-10282021.png

Before creating a new snapshot to show updates to the plan, we need to update the Smartsheet source plan say by updating the Percent Complete for tasks that have progressed to , say, 95%. After the Smartsheet source plan is updated, it looks like this

P71-3 0 3 3-71-(11B-1)-06102021.png

When the source plan is updated with this revised information, we can proceed. Launch OnePager and click the UPDATE button on the OnePager Bundle Start form. Doing so accesses the following OnePager choices (OPC) form shown here:

P71-3 0 3 3-71-(20A-2)-12062021.png

In the OPC form select the NEW snapshot at date: as shown above. You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time. To see which snapshot dates already exist, just position your mouse over the NEW snapshot at date: window to see a list of the existing dates.

P71-3 0 3 3-71-(20B-2)-12062021.png

You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:

P71-3 0 3 3-71-(20C-2)-12062021.png

Un-check the Show field mappings checkbox OFF if you want to use the same field mappings as you used before. The bottom of the screen now looks like this:

P71-3 0 3 1-71-(26)-06072021.png

Pressing the large New button creates a new snapshot for the chart. The chart opens at the new snapshot. The color, fonts, title, and swimlane assignments are consistent between the two snapshots:

P71-3 0 3 3-71-(20D-1)-06102021.png

You can go back and forth between the two snapshots by using the snapshot forward/backward buttons on the View ribbon tool bar tab as shown below:

P71-3 0 3 3-71-(20E-2)-10282021.png

Related Links

Using Microsoft Project/Excel Source Plans with OnePager Bundle 3.0.3.2-72

Using Oracle Primavera P6 Source Plans with OnePager 3.0.3.1-72

Using Smartsheet Source Plans with OnePager 3.0.3.3-72

Creating a NEW Chart via Pull Operation Feature 7.13.1-71

REPLACING a Snapshot via Pull Operation 7.14.1-71

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 7.17.1-71

(7.7.1-72)