View source for Unlimited Field Mapping for OnePager 7.1

==About Unlimited Field Mapping==

'''Unlimited Field Mapping''' ('''UFM'''), provides OnePager users a vastly more efficient way to bring additional '''source plan fields/columns''' into a chart after you've created and '''edited''' it.  With '''UFM''', a chart has access to all '''source plan fields'''.  '''Field Mapping''' is defined as the '''use''' of a '''source plan field''' for a particular OnePager '''purpose'''.  There are more than 25 OnePager '''purposes''' from '''Baseline Finish Date''' to '''Unique task/milestone identifier'''.  With this feature, you can easily refer back to your '''source plan''' and access changed '''fields''' for your chart.  For example, you can populate a '''Text field''' in any '''source plan''' and then use that '''Text field''' to present data in an '''Text Column''' after the chart was created.

Further, OnePager gives you a more efficient way to change the '''field mappings''' for up to eight (8) of the most frequently use OnePager '''presentation purposes''' depending on the '''source plan''' type you are '''importing'''.  All this is explained further below.

==Using Unlimited Field Mapping – A Microsoft Project Example==

Suppose we use a '''source plan''' called BlueGrass Project Plan. If we look at the '''source plan field/column''' headings from this Microsoft Project '''source plan''' they would look like this:

<center>[[File:P70-7_19_1-(1)-05122020.png]]</center>
<!--<center>P70-7_19_1-(1)-05122020.png</center>-->

Along with the typical '''Task Name''', '''Duration''', '''Start date''' and '''Finish date''' '''fields''' and some others, there are two '''flag''' fields ('''Flag20 and Flag10''') and a text field ('''Text10''') which appears to be used to specify the task's estimated risk.  If we create a simple chart using the standard Single Project Gantt View – Detailed '''Template Properties''' form and '''Flag20''' to control the '''import''', we get a chart that looks something like this:

<center>[[File:P70-7_19_1-(2)-05122020.png]]</center>
<!--<center>P70-7_19_1-(2)-05122020.png</center>-->

To see where the '''Unlimited Field Mapping''' first comes into play, let’s look at the '''Chart Properties''' form’s '''Rows/Swimlanes''' tab and one of the dropdown lists that contain '''field''' names from the '''source plan'''.  An example from the '''Rows/Swimlanes''' tab is shown here:

<center>[[File:P70-7_19_1-(3)-05122020.png]]</center>
<!--<center>P70-7_19_1-(3)-05122020.png</center>-->

In the dropdown list above all the '''field names''' from the Microsoft Project '''source plan''' that were '''imported''' when the chart was created as shown '''ABOVE''' the '''dotted line'''.  The '''fields''' listed '''BELOW''' the '''dotted line''' are '''all available''' to OnePager with '''Unlimited Field Mapping'''.  For the sake of this example, let’s suppose that we want to use additional data from our Microsoft Project '''source plan''' shown above.  Our purpose in this example is to access the new data from Microsoft Project (e.g., '''Text10''' field) and use the data to populate an '''text column''' in the updated chart.  To accomplish this chart update, we need to tell OnePager that we want to use the '''Text10''' field for the purpose of creating an '''Text Column'''.  This is done by accessing the '''Chart Properties''' form's '''Rows/Swimlanes''' tab, navigating to the '''Text Columns''' control group, checking the '''Left#1''' sub-tab's '''Display data from''' checkbox to '''ON''' Then, use the dropdown window to the right to select the '''Text10''' entry as shown here:

<center>[[File:P70-7_19_1-(4)-05122020.png]]</center>
<!--<center>P70-7_19_1-(4)-05122020.png</center>-->

When you are finished establishing the controls for the '''Text Column''', click '''OK''' on the '''Chart Properties''' form.   OnePager Pro now accesses your Microsoft Project '''source plan''', '''imports''' the data in the '''Text10''' field, and re-configures the chart to look like this:

<center>[[File:P70-7_19_1-(5)-05122020.png]]</center>
<!--<center>P70-7_19_1-(5)-05122020.png</center>-->

You can '''edit''' the '''Text Column''' header by changing it from '''Text10''' to '''Risk Assessment''', perhaps.  The same methods applies when your '''source plan''' is Microsoft Excel, Oracle Primavera P6, or Smartsheet.

==The Template Properties Form’s Field Mappings Tab==

The '''Field Mappings''' tab in the '''Template Properties''' form has several purposes. Among these purposes is: (1) the selection of '''source plan fields''' that can be used later on with the chart, (2) the selection of '''fields''' for some '''presentation purposes''', and (3) to identify an optional field for '''field splitting'''.  

The '''Template Properties''' form's '''Field Mappings''' tab, simplified the '''remapping''' using this tab for up to eight (8) '''column''' purposes depending on the '''source plan type'''.  There are eight (8) '''column''' purposes for Microsoft Project '''source plans''' and seven (7) '''column''' purposes for Microsoft Excel, Oracle Primavera P6, and Smartsheet '''source plan types'''.  '''Field splitting controls''' are supported for '''all source plan types'''.  In addition, there are '''Task/Milestone Identity''' controls to assist with '''Unique ID''' issues discussed elsewhere in this Wiki.

===OnePager with Microsoft Project===

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

<center>[[File:P71-7_19_1-71-(6)-11292021.png]]</center>
<!--<center>P71-7_19_1-71-(6)-11292021.png</center>-->

The eight dropdown lists shown in the upper part of the form above are '''common uses''' that our customers need most frequently, but there are other important '''presentation purposes''' on the '''Rows/Swimlanes''' tab and the '''Task Bars''' and '''Milestones''' tab's of the '''Chart Properties''' form. 

Each dropdown list contains the Microsoft Project '''source plan fields''' of data types appropriate for its purpose.  For example, the '''Critical-path''' '''purpose''' allows only '''Boolean''' and '''Numeric''' fields, whereas the dropdowns in the '''Date Mappings''' group contain only '''date''' fields and the '''Percent-complete''' purpose allows only numeric fields. The '''Field Splitting''' group in the '''Field Mappings '''tab of the OnePager Pro '''Template Properties''' form works in the same way as it did in previous versions of OnePager Pro.  

For more information on '''Splitting and parsing columns''', please see the article at: [[Splitting and Parsing Columns for OnePager Pro for Version 7.1 | Splitting and Parsing Fields-OnePager Pro]] <!--24.4.1-71--> 

The '''Unique Id''' control in the '''Task/Milestone Identity Mapping''' control group shows the Microsoft Project '''source plan field''' that OnePager Pro used when it first created the chart.  This feature is available to assist advanced OnePager Pro users for '''updating''' charts when they have copied one Microsoft Project '''source plan''' into another. The '''Task/Milestones Identity Mapping''' control group is also found on the '''Chart Properties''' form's '''Field Mappings''' tab, but it is '''disabled''' there because you cannot change the '''Unique Id''' after a chart is created.

===OnePager with Microsoft Excel===

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

<center>[[File:P71-7_19_1-71-(7)-11292021.png]]</center>
<!--<center>P71-7_19_1-71-(7)-11292021.png</center>-->

The seven (7) dropdown lists shown in the upper part of the form above are the '''common uses''' that our customers need most frequently, but there are other important '''presentation purposes''' on the '''Rows/Swimlanes''' tab and the '''Task Bars''' and '''Milestones''' tabs of the '''Chart Properties''' form. The dropdown lists here contain '''field''' headings found on the active Microsoft Excel '''source plan''' when the '''Template Properties''' form is accessed. Each dropdown list has two components divided by a '''dotted line'''.  The '''fields''' above the '''dotted line''' are properly classified as to data type when the chart was created.  The list of '''fields''' below the '''dotted line''' are those remaining '''source plan''' fields that can not be accurately classified. A typical dropdown list of '''source plan fields''' for the OnePager Express '''Field Mappings '''tab in the '''Template Properties''' form might look like this:

<center>[[File:P71-7_19_1-71-(8)-11292021.png]]</center>
<!--<center>P71-7_19_1-71-(8)-11292021.png</center>-->

The '''Field Splitting''' control group in the '''Field Mappings''' tab of the OnePager Express '''Template Properties''' form works in the same way as it did in previous versions of OnePager Express.  

For more information on '''Splitting and parsing columns''', please see the article at: [[Splitting and Parsing Columns for OnePager Express for Version 7.1 | Splitting and Parsing Fields-OnePager Express]] <!--24.5.1-71--> 

The '''Unique Id''' field in the '''Task/Milestone Identity Mapping''' control group shows the Microsoft Excel '''source plan''' field that OnePager Express uses when it first created the chart and then retains for all future updates.  The '''Task/Milestone Identity Mapping''' control group is also found on the '''Chart Properties''' form's '''Field Mappings''' tab, but it is '''disabled''' there because you cannot change the '''Unique Id''' after a chart is created. As a note, please take a look at the paragraph just above the '''Field Mappings''' control group title in the tab for both OnePager Pro and Express.   Whenever you make a change to the '''Task Name, Percent Complete, and Critical''' '''fields''' in the '''Template Properties''' form’s '''Field Mappings '''tab, OnePager updates the corresponding '''fields''' in the '''Gantt Bar Decorations''' control group of the '''Task Bars '''and '''Milestone '''tabs.

===OnePager Bundle===

OnePager Bundle operates exactly like OnePager Pro for Microsoft Project '''source plans''' and like OnePager Express for Microsoft Excel '''source plans'''.  The following subsections describe details for how OnePager Bundle operates with Oracle Primavera P6 and Smartsheet '''source plans'''.

====OnePager with Oracle Primavera P6====

The '''Field Mappings '''tab in the '''Template Properties '''form for Oracle Primavera P6 looks like these for '''XML source plan types''' and '''XER source plan types''' respectively:

<center>'''XML Source Plan Type Template Properties Form'''</center>
<center>[[File:P71-7_19_1-71-(7A)-11222021.png]]</center>
<!--<center>P71-7_19_1-71-(7A)-11222021.png</center>-->

<center>'''XER Source Plan Type Template Properties Form'''</center>
<center>[[File:P71-7_19_1-71-(7B)-11222021.png]]</center>
<!--<center>P71-7_19_1-71-(7B)-11222021.png</center>-->

The seven (7) dropdown lists shown in the upper part of the form above are the '''common uses''' that our customers need most frequently, but there are other important '''presentation purposes''' on the '''Rows/Swimlanes''' tab and the '''Task Bars''' and '''Milestones''' tabs of the '''Chart Properties''' form. The dropdown lists here contain '''field''' headings found on the active Oracle Primavera P6 '''source plan''' when the '''Template Properties''' form is accessed. 

The '''Template Properties''' form's '''Field Mappings''' tabs for '''XML''' and '''XER source plan types''' are slightly different because the '''XML''' and '''XER formatted source plans''' do not contain '''all''' the fields available from an Oracle Primavera P6 original source.

The '''Field Splitting''' control group in the '''Field Mappings''' tab of the Oracle Primavera P6 '''Template Properties''' forms work in the same way as for OnePager Pro described above.  

For more information on '''Splitting and parsing columns''', please see the article at: [[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.1 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] <!--24.5.2-71-->

The '''Unique Id''' field in the '''Task/Milestone Identity Mapping''' control group shows the Oracle Primavera P6 '''source plan''' field that OnePager uses when it first created the chart and then retains for all future updates.  The '''Task/Milestone Identity Mapping''' control group is also found on the '''Chart Properties''' form's '''Field Mappings''' tab, but it is '''disabled''' there because you cannot change the '''Unique Id''' after a chart is created. As a note, please take a look at the paragraph just above the '''Field Mappings''' control group title in the tab for OnePager.   Whenever you make a change to the '''Task Name and Percent Complete''' '''fields''' in the '''Template Properties''' form’s '''Field Mappings '''tab, OnePager updates the corresponding '''fields''' in the '''Gantt Bar Decorations''' control group of the '''Task Bars '''and '''Milestone '''tabs.

====OnePager with Smartsheet====

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

<center>[[File:P71-7_19_1-71-(7C-2)-03182022.png]]</center>
<!--<center>P71-7_19_1-71-(7C-2)-03182022.png</center>-->

The seven (7) dropdown lists shown in the upper part of the form above are the '''common uses''' that our customers need most frequently, but there are other important '''presentation purposes''' on the '''Rows/Swimlanes''' tab and the '''Task Bars''' and '''Milestones''' tabs of the '''Chart Properties''' form. The dropdown lists here contain '''field''' headings found on the active Smartsheet '''source plan''' when the '''Template Properties''' form is accessed. 

For more information on '''Splitting and parsing columns''', please see the article at: [[Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.1 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] <!--24.5.3-71--> 

The '''Unique Id''' field in the '''Task/Milestone Identity Mapping''' control group shows the Smartsheet '''source plan''' field that OnePager uses when it first created the chart and then retains for all future updates.  The '''Task/Milestone Identity Mapping''' control group is also found on the '''Chart Properties''' form's '''Field Mappings''' tab, but it is '''disabled''' there because you cannot change the '''Unique Id''' after a chart is created. As a note, please take a look at the paragraph just above the '''Field Mappings''' control group title in the tab for OnePager.   Whenever you make a change to the '''Task Name and Percent Complete''' '''fields''' in the '''Template Properties''' form’s '''Field Mappings '''tab, OnePager updates the corresponding '''fields''' in the '''Gantt Bar Decorations''' control group of the '''Task Bars '''and '''Milestone '''tabs.

==The Chart Properties Form’s Field Mappings Tab==

Using '''Unlimited Field Mapping''' on the '''Chart Properties''' form, you can change '''Field Mappings''' after chart creation. The '''Chart Properties''' form’s '''Field Mappings''' tabs for Microsoft Project, Microsoft Excel, Oracle Primavera P6, and Smartsheet '''source plan types''' mirror the '''Field Mappings''' tabs in their respective '''Template Properties''' forms.  As an example, suppose we change the '''Chart Properties''' form’s '''Field Mappings''' tab’s '''Finish''' dropdown to use the Microsoft Project  '''source plan’s''' '''Start''' field as shown below:

<center>[[File:P70-7_19_1-(9)-05122020.png]]</center>
<!--<center>P70-7_19_1-(9)-05122020.png</center>-->

If the chart looks like this '''before''' the above change is made:

<center>[[File:P70-7_19_1-(10)-05122020.png]]</center>
<!--<center>P70-7_19_1-(10)-05122020.png</center>-->

'''After''' the '''Finish''' dropdown window is changed to show the '''Start''' field, the chart looks like this:

<center>[[File:P70-7_19_1-(11)-05122020.png]]</center>
<!--<center>P70-7_19_1-(11)-05122020.png</center>-->

Changing the usage of the '''Finish '''dropdown to read '''Start''' tells OnePager that the '''Start '''and '''Finish''' dates are the same and that the task bar should be represented as a milestone symbol as shown above.

==Related Links==

[[Understanding Charts and Snapshots for OnePager for Version 7.1 | Understanding Charts and Snapshots for OnePager ]] <!--4.0.1.1-71-->

[[Templates versus Charts for Version 7.1 | Templates versus Charts]] <!--4.0.1.3-71-->

[[OnePager Express Import of Data from Microsoft Excel for Version 7.1 | OnePager Express Import of Data from Microsoft Excel]] <!--4.0.1.4-71-->

[[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-71-->

[[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-->

[[Conditional Formatting for Version 7.1 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-71-->

[[Using Microsoft Project Alias Column Names in OnePager Text Column Headings for Version 7.1 | Using Microsoft Project Alias Column Names in OnePager Text Column Headings]] <!--12.06.1-71-->

[[Advanced Tab for OnePager for Version 7.1 | Advanced Tab]] <!--21.13.1-71-->

[[Splitting and Parsing Columns for OnePager Pro for Version 7.1 | Splitting and Parsing Fields-OnePager Pro]] <!--24.4.1-71-->

[[Splitting and Parsing Columns for OnePager Express for Version 7.1 | Splitting and Parsing Fields-OnePager Express]] <!--24.5.1-71-->

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[[Category:Version 7.1]]
[[Category:Add-in]]
[[Category:Desktop]]
[[Category:Basic Workflows]]
[[Category:Conditional Import Filters]]
[[Category:Unlimited Field Mapping]]
[[Category:Importing]]
[[Category:Charts]]
[[Category:Editing the Chart]]
[[Category:OnePager - Tool Bar]]
[[Category:Basic Workflows]]‏‎
[[Category:Snapshots]]
[[Category:Task/Milestone Editing]]
[[Category:Conditional Formatting]]
[[Category:Getting Started with Version 7.1‏‎]]
[[Category:Microsoft Project]]
[[Category:Microsoft Express]]
[[Category:Oracle Primavera P6]]
[[Category:Smartsheet]]
[[Category:OnePager Pro]]
[[Category:OnePager Express]]
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