Advanced Tab for Version 5.3 (OnePager Express)
- 1 About the Advanced Tab-OnePager Express
- 2 Display Options
- 3 Task/Milestone threshold
- 4 Auto-adjust timeline
- 5 Warn if import exceeds
- 6 Warn of merging tasks
- 7 Merge tasks on snapshot replacement:
- 8 Chart Background
- 9 Borders, frame, and time-cursor properties
- 10 Task representation
- 11 Selection flag
- 12 Default Snapshot Date
- 13 Clipboard Format
- 14 Cropping Empty Rows
- 15 Related Links
About the Advanced Tab-OnePager Express
This tab controls various other properties of the project view and looks like this:
The Display Options group contains a number of checkboxes for making yes/no choices:
- a) Show hover boxes: This checkbox controls the display of detailed information about each task/milestone when the mouse cursor hovers over it. This information includes the start/finish dates, the task/milestone name, and the Unique-ID of the task from the Microsoft Excel plan. An example is shown below.
- b) Format with times: When this checkbox is checked, the snapshot dates are displayed with a time of day component. Snapshot dates that differ by their time of day component are considered different snapshot dates.
- i) For example “June 5, 2015” becomes June 5, 2015 5:23 PM and is a different snapshot date than June 5, 2015 6:00PM.
- ii) Note that this setting no longer controls the format of the dates on the tasks and milestones.
- c) Show time cursor When this checkbox is unchecked, the vertical time-cursor line is hidden.
- d) Allow absorption: When this checkbox is checked, you can drag one task onto another task and be prompted to absorb the former into the latter. When the checkbox is unchecked, this process will not take place and one task dragged over another will be displayed as two separate tasks superimposed.
- e) Copy edits to all snapshots (CTAS) The checkbox is a toggle switch that turns on and off the propagation of maverick changes to all snapshots (turned on) or to keep maverick changes to tasks/milestones in the current snapshot (turned off). This checkbox affects editing of the following task/milestone properties:
- i) Color
- ii) Shape
- iii) Fill Pattern
- iv) Border
- v) Text Font
- vi) Task/milestone height
- f) Clip task/milestone labels at graph edges If this checkbox is checked, OnePager will clip all task/milestone labels that extend over the edge of the graph so that the labels will no longer extend over the graph boundaries. The project view below shows how OnePager will handle task/milestone labels that extend into the displayed swimlane label area when the checkbox is checked:
- Here is the same project view with the checkbox unchecked:
- g) Overlay VST elements When this checkbox is checked, during the construction of a Virtual Summary Task (VST) with milestones, the milestones will be displayed on top of the created VST bar. See the article at this link for more information: Creating and Managing Virtual Summary Tasks. An example is provided below:
- h) Lock background When this checkbox is checked, all background shapes are frozen. This includes images, swimlane titles, graph title, and time axis annotation. Clicking them with the mouse no longer selects them, so it becomes easier to select tasks and milestones with the selection lasso.
- i) Show absorbed dates When this checkbox is checked, the date labels for absorbed task will appear 1n comment boxes for the task being absorbed. The date label component displayed is controlled by the Absorption Options form accessible when the selected task/milestone is being absorbed. For more information please see the article at this link: Absorbing one task into another.
1) This numeric window controls whether short duration tasks are displayed as task bars or as milestone symbols. The unit of measure is task bar duration in number of days.
2) With the setting shown in the PVP form at the top of this article of two (2) days, any task in the project view that is less than two (2) days duration will be displayed as a milestone symbol. Therefore, one day tasks will display as milestones symbols with the default settings of two (2) days. Since no duration can be less than zero (0), setting the parameter to zero (0) turns off all conversion of tasks into milestones symbols.
This dropdown menu lets you tell OnePager to automatically change the start date and/or end date of the project view when it re-opens the project view and finds that some tasks or milestones lie outside the current extent. You can choose from one of the three options shown below:
- a) If you choose Ask each time, the following form will appear whenever OnePager detects tasks or milestones outside the current boundaries:
- b) OnePager can also detect that the timeline needs to be shortened rather than lengthened.
Warn if import exceeds
1) This checkbox tells OnePager to provide a warning message if the number of task/milestones imported exceeds the quantity set in the adjacent window.
2) Recall that OnePager has the capability to make multiple pages of output both vertically and horizontally. The warning message example below was configured so that it would issue the warning if more than 10 tasks were imported.
Warn of merging tasks
1) The checkbox shown in the Advanced tab at the beginning of this article is accompanied by a Warning options button.
2) When this checkbox is checked, the Warning options button is active. Clicking the Warning options button will bring up the Set warning thresholds form shown below:
3) This form allows you to set your own parameters for when you wish to be warned if too many extra tasks are being merged or too many tasks are missing.
- a) Setting these percentages to 100% has the impact of turning the fixes and warning off.
- b) Setting the percentages to 0% provides an assurance that any extra or missing tasks will trigger the fixes and warnings.
4) When this checkbox is checked, OnePager looks to see if too many newly introduced task/milestones are being imported when updating a snapshot or if too many tasks are missing per the thresholds set in the form above.
5) After making the calculation, OnePager will provide a warning message asking if you want to proceed with the update of the snapshot or not.
6) Additionally, the warning message also give you access to the See Extra and Missing Tasks form so you can make a fix if desired. The warning message example below was configured so that it would issue the warning if more than 45 percent of the tasks differ from those of the current project view.
7) For more information on how to make fixes to these situations please go to this article: Merging the Wrong Tasks into a Project View - OnePager Express
Merge tasks on snapshot replacement:
1) The Merge tasks on snapshot replacement checkbox supports the import of multiple Microsoft Excel plans to form single project view.
2) A simple example shows how this checkbox works. Suppose that the first Microsoft Excel plan contains Tasks A, B, and C and that the second plan contains Tasks D, E, and F.
- a) After making a new project view from the first plan, you open the second Microsoft Excel plan and update the project view in Replace Snapshot mode.
- b) If the checkbox is checked, the project view will now contain Tasks A, B, C, D, E, and F.
- c) If the checkbox is unchecked, the project view will now contain only Tasks D, E, and F.
1) This group of controls allows you to mange the project view's background colors and create striping highlights.
2) To show a phasing of color across the background, choose two colors to blend and choose the blending direction. Alternatively, you can choose to have a single-color background.
3) Additionally, this group allows zebra-striping of rows and swimlanes. Please see the article at this link for more information on zebra-striping: Zebra Striping for Rows and Swimlanes-OnePager Express
4) See the graphic immediately below.
Borders, frame, and time-cursor properties
Click this button to bring up the Set line properties form that lets you customize the properties of various lines: row/swimlane boundaries, vertical gridlines (at time axis tics), frames (the rectangles that surround the graph), and the time cursor.
- a) The form looks like this with five tabs as shown below:
- b) And the affected graphical elements look like this:
These radio buttons let you select how a task is to be represented as a task by a Gantt bar or by a milestone at the beginning or end of the task.
This control tells OnePager which column from the Microsoft Excel plans is to be used to control OnePager’s import of data.
Default Snapshot Date
1) OnePager establishes the date of the snapshot based upon data imported from the Microsoft Excel plan. Unlike Microsoft Project, Microsoft Excel does not have built in project schedule date fields. Rather, you must define your snapshot date using the dates that Microsoft Excel has available. OnePager can configure snapshot dates from any one of the four (4) options as follows:
- (1) Last-modified date This is the date that the Microsoft Excel plan was last modified.
- (2) Sheet name (then last modified) This is the date specified in the Microsoft Excel plan's sheet name tab at the bottom of the Microsoft Excel spreadsheet. If there is no date value for the sheet name, OnePager will use the Last-modified date.
- (3) Sheet name (then current) This is the date specified in the Microsoft Excel plan's sheet name tab at the bottom of the Microsoft Excel spreadsheet. If there is no date value for the sheet name, OnePager will use the Current date.
- (4) Current date This date is the date available on the day you imported the data from your Microsoft Excel plan and creating the snapshot.
2) The controls for the snapshot date selection feature are shown in the Advanced tab shown below:
3) OnePager can translate most date formats acceptable for the sheet name tab field in Microsoft Excel. However, there are restrictions on using the / character when specifying Microsoft Excel sheet names. We recommend that snapshot date information used in Microsoft Excel sheet names be formatted as shown in the illustration below:
The default clipboard format is Vector EMF (Enhanced Meta File). Essentially, this format is vector output with capabilities to retain high quality resolution when moving from the project view snapshot to Microsoft PowerPoint, Word, Excel, or email messages. Although the default option is EMF format, you may change the default to the alternative option of Image PNG as shown below:
Cropping Empty Rows
1) The controls in this group govern the operation of automatic cropping as follows:
2) When the Crop options button is clicked the Row hiding options form shown below will appear providing you with four (4) options to select:
- (1) Look at current snapshot only When this checkbox is checked, OnePager will only examine the current snapshot when deciding which rows are empty. When this checkbox is unchecked, OnePager considers a row empty only if it is unoccupied across all snapshots. In either case, the auto-cropping actions hides rows in all snapshots.
- (2) Crop newly-empty rows on import When this checkbox is checked, OnePager will automatically crop any rows that become empty because tasks are missing when you UPDATE a project view. When this checkbox is unchecked, OnePager will leave any empty rows that became empty because of such missing tasks.
- (3) Unhide rows for flagged tasks/milestones When this checkbox is checked, OnePager will automatically unhide hidden rows if they contain any of the tasks/milestones that are flagged for import on the current snapshot. If the checkbox is unchecked, OnePager will continue to hide previously hidden rows.
- (4) Hide rows when tasks are outside date range When this option is selected, OnePager will automatically crop any empty rows where tasks and/or milestones are outside the Start date and End date established for the project view. The Start dateand End date settings are either generated by OnePager based upon the range of dates provided from the source packet or as set in the Main tab of the PVP form.
- (5) Where’s My Stuff?! When tasks and their respective rows are hidden and subsequently cropped, the Where’s My Stuff?! feature can be invoked from the OnePager ribbon’s Home tab in the Editing group and shown here:
- See the article at this link for more information: [Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]]