View source for Template Only Features for Version 7.0 (OnePager Pro)

==About Template Properties Form Only Features==

Because the '''Template Properties''' and '''Chart Properties''' forms are similar, this article only covers the areas of the '''Template Properties''' form that are different from the '''Chart Properties''' form.  

For more information on '''Template Properties''' and '''Chart Properties''' forms, please see the articles at: [[Core Concepts for OnePager 7.0 (Portal) | Core Concepts (Portal)]] <!--4.0.1-70--> and [[Templates versus Charts for Version 7.0 | Templates versus Charts]] <!--4.3.1-70-->

You should familiarize yourself with the '''Chart Properties''' form before reading this article.  

For more information on the '''Chart Properties''' form, please see the article at:  [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->

==A Few Words On Template Properties Forms==

===Permanent Template Properties Forms===

Chronicle Graphics, Inc. ships/distributes OnePager Pro ('''OPP''') with one pre-defined '''permanent Template Properties''' forms that you cannot accidentally '''delete'''.  The '''permanent Template Properties ''' form has the word '''Permanent''' in its name.  The '''permanent Template Properties form cannot be edited''' hence all the control features on each tab are '''disabled'''.

===Metric Versus Non-Metric===

Within a '''Template Properties''' form there are settings which are '''distance measures''' that must be considered when building the chart.  These include the '''height''' of individual '''rows''', the '''height''' of the '''percent-complete bar''' within a task bar, and the like.  

OnePager supports two measurement conventions:  (1) English ('''inches''') and (2) Metric ('''centimeters''').  For convenience, you can identify a '''Metric''' based '''Template Properties''' form because the word '''(metric)''' is included in the title.  And these two sets of '''Template Properties''' forms are separated by default into '''English''' and a '''Metric sub-folder''' of the default '''Templates''' folder.

==Template Properties Form's Main Tab==

The '''Main''' tab of the '''Template Properties''' form differs slightly from the '''Chart Properties''' form.   

The '''Template Properties''' form does not have entry controls for the '''Start date''', '''End date''', '''Title''', because '''dates''' are systematically produced by OnePager based on the earliest '''start date''' and '''latest finish dates''' in your '''source plan''' data.  The '''Title''' is something you designate as you '''create the new''' chart with the OnePager choices ('''OPC''') form.

<center>[[File:P70-24_0_1-70-(2)-11302020.png]]</center>
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The '''Colors''' control group provides access to the '''Color Palette''' controls for '''creating''' and '''editing Color Palettes'''.  Additionally, the '''Colors''' control group contains all the controls for setting the '''Chart Background''' and access to the '''Set line properties''' form and its sub-tabs through the '''Borders, frames, and time-cursor properties''' button shown here:

<center>[[File:P70-24_1_1-70-(2)-11302020.png]]</center>
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The controls for '''Row Borders''' can be found in the '''Template Properties''' form's '''Rows/Swimlanes''' tab at each of the three '''sub-tabs''' in the '''Swimlanes''' control group.  For more information on '''Row Borders''', please see the article at:  [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70-->

The '''Task Selection''' control group provides a convenient place in the '''Template Properties''' form for you to preset the method you want to use for '''importing''' task/milestone information from your Microsoft Project '''source plan'''.

==Template Properties Form's Time Axis Tab==

The '''Time Axis''' tab provides additional '''Time Axis creation''' and '''editing''' capabilities and '''centralizes all time axis''' related controls at one '''Template Properties''' form tab.  The same intent is true for the '''Chart Properties''' form's '''Time Axis''' tab.  The '''Time Axis''' tab for the OnePager Pro '''Template''' form is shown below:

<center>[[File:P70-24_1_1-70-(3)-11302020.png]]</center>
<!--<center>P70-24_1_1-70-(3)-11302020.png</center>-->

The controls in the '''Time Axis''' tab are identical to those in the '''Chart Properties''' form's '''Time Axis''' tab.  For more information on the '''Time Axis''' tab, please see the article at:  [[Modifying the Time Axis for Version 7.0 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-70-->

==Template Properties Form's Rows/Swimlanes Tab==

The '''Rows/Swimlanes''' tab provides additional '''Rows/Swimlanes creation''' and '''editing''' capabilities and '''centralizes all rows and swimlanes''' related controls at one '''Template Properties''' form tab.  The same intent is true for the '''Chart Properties''' form's '''Time Axis''' tab.  The '''Rows/Swimlanes''' tab for the OnePager Pro '''Template Properties''' form is shown below:

<center>[[File:P70-24_1_1-70-(4)-11302020.png]]</center>
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For more information on the '''Rows/Swimlanes''' tab, please see the articles at: [[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70-->

==Template Properties Form's Task Links Tab==

The '''Task Links''' tab in OnePager Pro provides the capability to preset properties for '''Data-Driven''' and manual '''Task Links''' before a chart is '''created'''.

<center>[[File:P70-24_1_1-70-(5)-11302020.png]]</center>
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Of importance is the '''Show task links''' checkbox in the '''Default Task-Link Formatting''' control group shown above.  This checkbox acts as a '''Master Switch''' enabling the '''Task Links''' feature in OnePager Pro.

The '''Import predecessors''' checkbox is unchecked or '''OFF''' in OnePager Pro distributed '''Template Properties''' forms.  This avoids an initial cluttering of the chart if there are a large number of '''dependencies imported''' from the Microsoft Project '''source plan'''.  This approach also gives you full control over the '''Task Link import''' process from the chart.  The controls in the '''Task Links''' tab are identical to those in the '''Chart Properties''' form's '''Task Links''' tab.

For more information on the '''Chart Properties''' form's '''Task Links''' tab, please see the article at:  [[Editing Task Links with the Chart Properties Form for OnePager Pro for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Pro]] <!--19.3.1-70-->

==Template Properties Form's Advanced Tab==

The '''Advanced''' tab is shown below.  Most of these parameters in the '''Template Properties''' form are identical to those appearing in the '''Chart Properties''' form. 

<center>[[File:P70-24_1_1-70-(6)-11302020.png]]</center>
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===Lock Background Checkbox Not Available===

In the '''Template Properties Form’s Advanced''' tab there is no '''Lock background''' checkbox in the '''Display options''' group.  This is an option available '''after''' the chart is '''created'''.

===Configuring Multi-Project Imports===

One key difference between the '''Template Properties''' form and '''Chart Properties''' form is the ability to use the '''Template Properties''' form to configure a '''multi-project''' import without the use of some sort of Microsoft Project Integrated Master Schedule ('''IMS'''). 

For more information on the '''Safely combine tasks from different files''', please see this section in the article at: [[Template Only Features for Version 7.0 (OnePager Pro)#Safely Combine Tasks From Different Files | Safely Combine Tasks From Different Files]] <!--24.1.1-70-->

Additional information is available on creating '''Multi-Project''' charts at:  

<center>
{| class="wikitable"
| [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
|-
| [[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-->
|}
</center>

===Safely Combine Tasks From Different Files Checkbox===

Checking this checkbox to '''ON''' puts any charts created with this '''Template Properties''' form into the '''Multi-File-Multi-Project Mode'''. The '''Multi-File-Multi-Project Mode''' is specifically designed to support users who want to create '''Multi-Project''' charts from independent Microsoft Project '''source plans without creating''' a Microsoft Project '''Integrated Master Schedule''' ('''IMS''') prior to creating the chart.  This is an '''advanced feature''' and when used, OnePager numbers task bars and milestone symbols imported from the various Microsoft Project '''source plans''' accessed differently than when only a '''single''' project '''source plan''' is '''imported'''. 

This is done so that OnePager can support the '''creation''' of subsequent '''snapshots''' for the '''Multi-File-Multi-Project''' chart in the future.  Once you adopted this scheme for the chart being '''created''', it is '''not possible to update''' the chart in the future in the default '''Single-File-Single-Project Mode.'''  To enforce this requirement, the '''OPP’s''' '''Chart Properties''' form’s '''Advanced''' tab shows the '''Safely combine tasks from different files''' checkbox but the command is '''disabled'''.

<center>[[File:P70-24_1_1-70-(7)-11302020.png]]</center>
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==Template Properties Form's Field Mappings Tab==

The '''Field Mappings''' tab in the '''Template Properties''' form for OnePager Pro looks like this:

<center>[[File:P70-24_1_1-70-(8)-11302020.png]]</center>
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===Basic and Date Mappings===

OnePager uses '''source fields''' for many purposes : (1) displaying task names, (2) displaying start dates, (3) assigning colors to tasks, and (4) grouping rows into swimlanes.  

The use of a '''source field''' for a purpose is called a '''field mapping'''.  The eight (8) dropdown lists shown above that are pre-set to important '''field mappings''' that are collected in the '''Field Mappings''' tab page.  The other '''field mappings''' are on the '''Rows/Swimlanes''', '''Task Bars''', and '''Milestone Symbols'''  tab pages of the '''Template Properties''' form.  Some '''field mappings''' (e.g. percent-complete) appear both here and on other '''Template Properties''' form tab pages. 

The '''Field Mappings''' tab in the '''Template Properties''' form is also available in the '''Chart Properties''' form.  Each dropdown list contains the '''source fields''' that have the correct data type(s) for the  purpose.   For example, in the '''Basic Mappings''' control group, the '''Critical-path''' field dropdown contains only '''Boolean and numeric''' fields from Microsoft Project.  And the dropdown lists in the '''Date Mappings''' control group contain only Microsoft Project '''date''' fields.  These mappings are useful if your standard field usage differs and you want to avoid having to constantly make the changes on the second page of OnePager choices ('''OPC''') form shown below: 

<center>[[File:P70-24_1_1-70-(9)-11302020.png]]</center>
<!--<center>P70-24_1_1-70-(9)-11302020.png</center>-->

For more information on the '''Field Mappings''' feature, please see this section in the article at:  [[Field Mappings Tab for OnePager Pro for Version 7.0#Basic Mappings | Field Mappings Tab for OnePager Pro - Basic Mappings]] <!--21.15.1-70-->

===Task Bar/Milestone Symbol Identity Mapping===

The '''Task/Milestone Identity Mapping''' control group lets you select a Microsoft Project '''field''' that can be used to '''uniquely identifies each task bar'''.  '''Uniquely identifying each task bar or milestone symbol''' is always important when you plan to '''update''' your chart later on, but you normally do not need to change this '''field mapping''' because the '''default mapping''' works just fine.  OnePager uses the Microsoft Project  '''Unique Id field''' to identify each task in the '''source plan''', enabling preservation of each task bar’s '''color''', '''labeling''', and '''vertical location''' as you '''import new''' or '''modified data''' in '''later updates''' of the chart.

For '''source plans''' that are Microsoft Project .MPP files, the default mapping is to the Microsoft Project '''Unique ID''' field.   When the '''source plan''' resides on Microsoft Project Server or Microsoft Project Online and you '''import directly from the server''', the '''default mapping''' change automatically to the Microsoft Project '''GUID field'''.  If you opt to change the '''Unique Id''' mapping away from these reliable defaults, make sure that the new '''source''' field has a '''unique value for each task bar or milestone symbol'''.  Keep in mind that once you '''create''' a chart with a '''Unique Id''' mapping, it is '''nearly impossible to change''' your mind about how task shapes are to be identified.    Change this mapping away from the '''default only''' if you have a good reason to do so and are sure that the field contains '''no duplicate values'''.

To map an alternate '''Unique Id''' field, use the dropdown menu shown in the illustration below:

<center>[[File:P70-24_1_1-70-(10)-11302020.png]]</center>
<!--<center>P70-24_1_1-70-(10)-11302020.png</center>-->

When  changing to an alternate '''Unique Id''' field, OnePager will display a warning message as follows:

<center>[[File:P70-24_1_1-70-(11)-11302020.png]]</center>
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For more information on the '''Task/Milestone Identity Mapping''' feature, please see this section in the article at: [[Field Mappings Tab for OnePager Pro for Version 7.0#Task/Milestone Identity Mapping | Field Mappings Tab for OnePager Pro - Task/Milestone Identity Mapping]] <!--21.15.1-70-->

===Field Splitting Feature===

The '''Field Splitting''' control group lets you '''split each task''' into a '''set of nearly-duplicate task shapes''' based upon a '''comma-separated''' list of values in some '''source plan field'''.  For example, you could '''split a task''' that had three '''Resource Names''' assigned to it into '''three almost-identical task shapes''' that differ only in their value of '''Resource Name'''.  Once you '''create''' a chart with '''field splitting''' turned '''On''', it is not possible to change your mind and go back to '''unsplit''' task shapes for that chart or change to a '''different field for the splitting'''.

For more information on '''Splitting and Parsing Columns'''. please see the article at: [[Splitting and Parsing Columns for OnePager Pro for Version 7.0 | Splitting and Parsing Columns-OnePager Pro]] <!--24.4.1-70-->

==Related Links==

[[Core Concepts for OnePager 7.0 (Portal) | Core Concepts (Portal)]] <!--4.0.1-70-->

[[Templates versus Charts for Version 7.0 | Templates versus Charts]] <!--4.3.1-70-->

[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->

[[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-->

[[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70-->

[[Editing Task Links with the Chart Properties Form for OnePager Pro for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Pro]] <!--19.3.1-70-->

[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->

[[Field Mappings Tab for OnePager Pro for Version 7.0 | Field Mappings Tab for OnePager Pro]] <!--21.15.1-70-->

[[Modifying the Time Axis for Version 7.0 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-70-->

[[Template Only Features for Version 7.0 (OnePager Express) | Template Only Features-OnePager Express]] <!--24.2.1-70-->

[[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-->

[[Splitting and Parsing Columns for OnePager Pro for Version 7.0 | Splitting and Parsing Fields-OnePager Pro]] <!--24.4.1-70-->

[[Splitting and Parsing Columns for OnePager Express for Version 7.0 | Splitting and Parsing Fields-OnePager Express]] <!--24.5.1-70-->

(24.1.1-70)

[[Category:Version 7.0]]
[[Category:Editing the Chart]]
[[Category:OnePager Choices Form]]
[[Category:Conditional Formatting]]
[[Category:Task/Milestone Editing]]
[[Category:Charts]]
[[Category:Time Axis]]
[[Category:Task Links]]
[[Category:Enterprise Integration]]
[[Category:Ribbon]]
[[Category:Snapshots]]
[[Category:Templates]]
[[Category:Unique ID]]
[[Category:Templates Versus Charts]]
[[Category:Chart Properties Form]]
[[Category:OnePager Pro]]