What’s new in OnePager 7.2: Change Tracking

Up next in our overview of the new features available in OnePager 7.2 is one that users have been requesting for a long time: change tracking.

OnePager’s patented snapshots have always given you the ability to quickly update your charts as your underlying project data has changed, and to navigate back and forth between the different versions of your timeline to visualize those changes.

Beginning in OnePager 7.2, you can now use conditional formatting to visually identify changes between snapshots without needing to navigate back in time.

In this example, we’ll assume that you already have a OnePager chart, and have made some changes to some of the dates in your project plan. To get started with change tracking, you need to bring those updated dates into OnePager by adding a snapshot. You can do this by going to the Data tab, clicking the Add Snapshot button, and picking a date for the second snapshot in your chart:

After OnePager updates your chart, it will have two snapshots. The first snapshot represents the original schedule, and the second snapshot represents the changes that you just made to your project plan.

Now that you have two snapshots in your chart, you can use conditional formatting to have OnePager highlight changes that have taken place between the current snapshot and the previous snapshot. To do this, go to Home > Chart Properties > Task Bars and click the Manage Rules button.

We will set up a rule that looks at the Finish date, and tests for when it has changed, using the new Has Changed operator that is available beginning with OnePager 7.2. When OnePager detects a change, we’ll place a dotted red border against any tasks that have slipped. Here’s what the rule looks like:

Click OK twice to return your chart, and you’ll see that OnePager has automatically identified tasks where the finish date has changed since the last snapshot:

This is a simple example. You can certainly set up additional conditional formatting rules to look at other values that might have changed. Start dates, statuses, and progress (percent complete) are all data that change regularly in your project plan, and are now easy to identify in OnePager.

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About Safford

Safford is a versatile technology professional with a solid history of empowering emerging growth companies in a broad array of industries. His employment history includes energy industry consulting at Quorum Software, Senior Manager of Client Services and Technical Sales at telecom service aggregator GetConnected, and Vice President of Strategic Partner Management at electronic payment processor IP Commerce. Prior to his tenure as OnePager's COO, Safford was the company's Vice President of Marketing and Alliances. Safford holds a BA in Psychology and management from Rice University.

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