View source for Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 6.1

==Overview==

1) The purpose of this article is to acquaint you with the features and usage of the '''Data''' tab’s '''Selected file(s)''' button.  

2) The '''Selected file(s)''' button is used to verify that the '''source plan(s)''' associated with the open project view is/are correct. Once verified, the '''pull''' operation for snapshot replacement or addition can proceed.  

3) Additionally, when a problem is detected, the functionality under this button is useful for making fixes.

4) For convenience, the term used henceforth for the '''set of source plans''' associated with a project view is '''source packet'''.

5) The '''Data''' tab is shown below.  Please note that this article covers the use of this feature for both OnePager Pro ('''OPP''') and Express ('''OPX''') and applies equally well to the '''Add-in''' and '''Desktop''' applications of each.

<center>[[File:P53-7_17_1-53-(1)-12092015.png]]</center>

==What is a Pull Operation?==

For an explanation of the '''pull''' operation please consult the articles listed in the '''Related Links''' section at the end of this article.

==Validating Source Plans (Microsoft Project or Microsoft Excel)==

To validate '''source plans''' in a '''source packet''' follow the steps below.  All examples in this article use the '''OPP desktop''' application.  The feature works the same for the '"OPX  desktop''' application..

1) Launch '''OPP''' from the '''desktop''' icon and use the '''OnePager Pro Start''' form to open a project view.  For an example, when you are done with this step the Project View Editor ('''PVE''') looks like this with the '''Data''' tab active:

<center>[[File:P60-7_17_1-60-(2)-02032017.png]]</center>
<!--<center>P60-7_17_1-60-(2)-02032017.png</center>-->

2) Click the '''Selected file(s)''' button shown above.  This launches the '''Data source selection''' form.  You notices that there is a file name in the window along with the file type and size.  If you '''hover''' your mouse over the file name, OnePager displays the file’s path name as shown below:

<center>[[File:P60-7_17_1-60-(3)-02032017.png]]</center>
<!--<center>P60-7_17_1-60-(3)-02032017.png</center>-->

3) By examining the path name you can make sure that the file is the one you want to use for the update.  The name of the '''source plan''' and the path name are stored in the '''.TAM''' file for all project views created with or updated by OnePager.

4) On occasion, you might have moved a '''source plan''' to another folder. If you do, the path name stored for the project view do not match where the file is actually stored.  The '''Selected file(s)''' button, when clicked in this case, returns a message notifying you that OnePager could not locate the file using the path name stored in the '''.TAM''' file.  In this situation, the form looks like this:

<center>[[File:P53-7_17_1-53-(4)-02122016.png]]</center>

5) The instructions in the form are to double-click on the file name.  This accesses a '''Change path…''' form which you can search, browse, or go directly to where the file is located.  This is shown below:

<center>[[File:P53-7_17_1-53-(5)-02122016.png]]</center>

6) After locating the desired file, select it from the '''Change path…''' form and click '''Open'''.  This restores the correct path name into the '''.TAM''' file and the '''Data source selection''' form looks like this”

<center>[[File:P53-7_17_1-53-(6)-02122016.png]]</center>

7) The green check mark shown in the '''Data source selection''' form above indicates that the file exists and its file name and path name are stored in the '''.TAM'''.

===Adding a Source Plan===

8) There is an '''Add''' button on the '''Data source selection''' form.  This can be used in two ways:

:(1) To create a multi-file project view.

:(2) Or, as the first step in replacing a '''source plan''' to be followed by the '''Remove''' button’s use to remove the unwanted file.

9) For instructions on creating multiple-project project views please consult this article:  [[Creating Various Multi-Project Views with OnePager Pro and Express for Version 6.1 (Portal) | Creating Various Multi-Project Views with OnePager Pro and Express (Portal)]]. <!--8.0.1-61.-->

===Changing a Source Plan – An Example===

10) You can change a '''source plan''' file name for many reasons pertaining to your update processes.  The most common reason is because you are maintaining versions of your files as separate named sources but are continuing to use a single OnePager '''.TAM''' to represent the project through time.

11) Changing a file is a matter of adding the new '''source plan''' and removing the old '''source plan'''.  

12) Suppose you have a Microsoft Project plan called '''BlueGrass Project 2J-303-Updated''' and created a project view named '''BlueGrass 2J-303-Working'''.  That project view would have the Microsoft Project name and path name saved in the '''.TAM''' file.  

13) Now suppose you want to create a second snapshot within the project view called '''BlueGrass 2J-303-Working''' with the data from a revision of the original Microsoft Project '''source plan''' called '''BlueGrass Project 2J-303-Revised'''.

14) When first built, the project view’s '''source packet''' looks like this in the '''Data source selection''' form:

<center>[[File:P60-7_17_1-60-(8A)-02032017.png]]</center>
<!--<center>P60-7_17_1-60-(8A)-02032017.png</center>-->

15) Later on, as our scenario suggests, we want to add a snapshot to the '''BlueGrass 2J-303-Working''' from '''another''' Microsoft Project '''source plan''' called '''BlueGrass 2J-303-Revised'''.  To do this we first add the '''BlueGrass Project 2J-303-Revised.mpp''' file to the second line in the form as shown here:

<center>[[File:P53-7_17_1-53-(9A)-02122016.png]]</center>

16) When you click the '''Open''' button on the '''Open''' form, the '''Data source selection''' form is updated to look like this:

<center>[[File:P53-7_17_1-53-(10)-02122016.png]]</center>

17) Before clicking the yellow '''OK''' button, select the top file named '''BlueGrass Project 2J-303-Updated.mpp''' and click the '''Remove''' button in the form.  When that is done the  form looks like this:

<center>[[File:P53-7_17_1-53-(11)-02122016.png]]</center>

18) Now when you click the yellow '''OK''' button the '''Data source selection''' form disappears and you are ready to add the new snapshot.

19) To do this, use the '''Custom Update…''' button to perform the '''pull''' operation to add the new snapshot.  This allows you to confirm files and set a snapshot date.  So, click on the '''Custom Update…''' button and examine the '''OPC''' form that’s shown below in its initial state:

<center>[[File:P60-7_17_1-60-(12)-02032017.png]]</center>
<!--<center>P60-7_17_1-60-(12)-02032017.png</center>-->

20) Now we really want to add a snapshot, so click the '''NEW snapshot at date''' radio button and set the '''snapshot date''' to 9/5/2015.  Doing these two things changes the '''OPC''' form to the following:

<center>[[File:P60-7_17_1-60-(13)-02032017.png]]</center>
<!--<center>P60-7_17_1-60-(13)-02032017.png</center>-->

21) After making the above confirmations and changes, click the '''Next&gt;''' button on the '''OPC''' form and the '''New''' button on the next '''OPC''' form and OnePager generates the added snapshot which, with a couple of '''edits''' (i.e., move the legend) looks like this:

<center>[[File:P53-7_17_1-53-(14A)-12092015.png]]</center>

22) Note that in this second snapshot that the '''timeline''' range has changed from 2013-2014 to 2013 to 2016, the Microsoft Project '''source plan''' is correct, and the snapshot date is correct.

<center>[[File:P53-7_17_1-53-(15A)-12092015.png]]</center>

23) Just to add a little finishing touch to the project view’s snapshot, we’ve added a '''Curtain''' that shows the time period that was allocated for suspending the project and re-planning it.  Using the two snapshots you can see how the project was re-planned from the 2013-2014 time-frame to the 2015-2016 time-frame.

<center>[[File:P53-7_17_1-53-(16B)-12092015.png]]</center>

24) The above example shows how the '''Selected file(s)''' feature can be used as well.  Since we are using the '''OPP desktop''' application for this example, it was not necessary to launch Microsoft Project first.  As long as you’ve properly prepared your Microsoft Project '''source plan''' just launching '''OPP''' from the '''desktop''' icon is basically all that is necessary.

==Related Links==

[[Creating a NEW Project View via Pull Operation - OnePager Pro for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Pro]] <!--7.13.1-61-->

[[Creating a NEW Project View via Pull Operation - OnePager Express  for Version 6.1 | Creating a NEW Project View via Pull Operation - OnePager Express]] <!--7.13.2-61-->

[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-61-->

[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-61-->

[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-61-->

[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 6.1 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-61-->

[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 6.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]]<!--7.16.1-61-->

[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 6.1 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-61-->

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[[Category:Version 6.1]]
[[Category:Desktop]]
[[Category:Basic Workflows]]
[[Category:Project-View Properties Form]]
[[Category:OnePager Choices Form]]
[[Category:Snapshots]]
[[Category:Project Views]]
[[Category:OnePager Pro]]