Anatomy of a OnePager Chart for Version 7.1
About the OnePager Chart
The figure below shows the main features of the OnePager chart. Each numbered pointer refers to a paragraph number in the next section. This very busy chart has more content than you normally found one chart.
This chart was created to illustrate the major features available from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6. Not all components in the list below this illustration are shown to avoid clutter.
OnePager Chart Components
1) Swimlane levels are defined as a set of contiguous rows, grouped together, sorted in a defined sequence in accordance with user selected source plan data, and labeled in the one or all of the swimlane level columns selected to show in the chart.
- a) Swimlane levels can be manipulated in various ways (i.e., ordered and reordered, moved up or down, added, deleted, merged, split, hidden and unhidden, and created from existing rows).
- b) OnePager version 7.0 supports three (3) Swimlane Levels.
- c) The attributes for swimlane levels are defined and can be edited in the Template Properties and Chart Properties form's Row/Swimlanes tab.
2) Swimlane Level Cell Labels are optional labels for each swimlane level cell. These labels can be edited.
3) Swimlane Level Stripes are alternating swimlane level cell background colors giving a horizontal stripe effect to the chart. (Not shown above.) See: Zebra Striping for Rows and Swimlanes for OnePager
4) Rows are the lowest level of horizontal organization that contain at least one task bar or milestone symbol.
- a) Rows contain task bars and milestone symbols positioned and graphed in accordance with imported source plan data.
- b) Rows are always contained in a swimlane level, even if the swimlane level's label column is hidden.
- c) If there are multiple swimlane levels defined, the row can be a member of at least one swimlane level and can also be a member of two or more swimlane levels.
- d) Rows can be manipulated in ways similar to swimlanes: ordered and reordered, moved up and down (within and between swimlanes), added, deleted, hidden, and unhidden.
- e) Rows can be moved to different swimlane levels and become members of different swimlane level cells.
- f) Rows can be inserted into the graph or hidden in the graph.
5) Text Columns (previously known as row labels) are column or columns containing imported source plan data as their text.
- a) Text columns are placed in the chart to the immediate right of the Swimlane Label column.
- b) There are up to five (5) Text Columns available.
- c) Text column cells can be edited.
6) Row Stripes are alternating row background colors giving a horizontal stripe effect to the chart.
7) The Corner is the upper left and lower left areas of the chart where the Row/Swimlane column headings and time axis unit labels reside. The Corner can be made to show empty space that can be used for user defined text.
8) Swimlane Level Headings share the same area (The Corner) as the time axis unit label.
- a) One or the other can be shown, but not both.
- b) When all swimlane level cell labels are hidden, the swimlane heading is not displayed.
- c) When a source plan field is selected for the swimlane level cell's label from Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet, the swimlane level's label value is shown in the heading.
- d) The swimlane level heading can be edited after the chart is created.
9) Text Column Headings share the same area (The Corner) as swimlane level headings and time axis unit label.
- a) Either time axis unit labels or swimlane level/text column headings can be shown in The Corner, not both.
- b) When all text column labels are hidden, the text column heading is not displayed.
- c) When a source plan field is selected for the text column label from the Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet the text column label value is shown in the heading.
- d) The text column heading can be edited after the chart is created.
10) Time Axis is a set of tic marks and labels on the top or bottom of the chart (or both) showing the time divisions of the time axis.
- a) You can choose to have the divisions represent days, weeks, months, quarters, etc.
- b) You can specify calendar year or fiscal year formats and there are provisions for handling fiscal year starts mid-week.
- c) You can specify background colors for the time axes.
- d) You have the capability to re-order up and down the three time axis levels, hide time axis levels and cells, and stretch or compress time axis level cells in any level.
- e) The attributes of Time Axes are managed and edited in the Template Properties and Chart Properties form's Time Axis tab.
11) The Floating Time Axis is a feature that replicates any or all of the three time axis levels within a chart as a row or rows.
- a) The Floating Time Axis is useful in charts that are vertically long or where it is appropriate to show time axis levels.
- b) After their creation, Floating Time Axes can be managed as rows in the chart.
12) Time Cursor is the optional vertical line showing the Snapshot date related to the timeline axes.
13) Task bars and Milestone symbols are the main elements of your project plans that reside in rows.
- a) Task bars/Milestone symbols can be displayed as different shapes, colors, fill patterns, and borders.
- b) Additionally, task bars/milestone symbols can be decorated with deadline shapes and endpoint shapes that are positioned by date information imported from your Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet source plan;.
- c) Task bars are colored Gantt bars that shows start and end dates relative to the time axis.
- d) Tasks bars can have borders, fill patterns, different colors, and have optional shapes.
- e) Milestone symbols are a colored symbol that represents a milestone.
- f) Milestone shapes are positioned on the chart with respect to either their start or end date per your selection.
- g) You can choose to represent any task bars by a milestone symbol at its start or finish date.
- h) Additionally, OnePager can represent milestone symbols that are 100 percent complete as filled in with the designated color and milestones that are not 100 percent complete as hollow milestone.
- i) As with task bars, milestone symbols are available in various selected shapes, colors, fills, and borders. There are over a hundred milestone symbol shapes available in OnePager.
- j) The attributes of task bars and milestone symbols are managed and edited in the Template Properties and Chart Properties forms' Task Bars and Milestones tabs.
14) Baseline Decorations are optional slightly-transparent shapes symbols showing the baseline schedule of a task bars or a milestone symbols taken from data imported from the source plan.
15) Percent-Complete is represented as a thermometer bar in the lower part of the Task bar showing how much of the activity completed as of the snapshot date.
- a) This is shown as a yellow bar in the diagram above.
- b) Note that this bar does nothing more than represent the percent-complete field imported from Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet source plans.
- c) OnePager has the capability to honor non-working time when graphically representing percent complete.
16) Critical-Path Segments is the optional bar segments on the upper part of the Task bar showing where the task's critical path intersects on the Task bar.
- a) This optional bar segment can take on any available color.
- b) By default, the typical color for the critical-path segment is red.
- c) Critical-path segments are not shown for Milestone symbols.
- d) OnePager Express does not support the display of critical-path segments for either Task bars or Milestone symbols.
17) Deadlines for task bars and milestone symbols can be represented in the chart with Deadline symbols.
- a) Deadline dates are taken from your Deadline field imported from Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet source plans.
- b) Deadline symbols available are shared with milestone symbols in OnePager and have similar controllable properties.
18) Tasks can have up to four (4) Endpoints defined based upon date fields imported from the source plan.
- a) By default, the following fields are assigned to the following Endpoints from Microsoft Project (Not shown above - See: Endpoints for OnePager ):
- Endpoint 1 Start Date.
- Endpoint 2 Finish Date (Not shown above.).
- Endpoint 3 Baseline Start Date (Not shown above.).
- Endpoint 4 Baseline Finish Date (Not shown above.).
- b) There are four (4) Endpoints also defined for charts whose data are from Microsoft Excel, Oracle Primavera P6, and Smartsheet.
- c) For these Endpoints you must specifically define the field associations in the Template or Chart Properties form.
- d) Endpoint are not supported for Milestone symbols in either OnePager Pro, OnePager Express, or OnePager Bundle.
19) Comment Box are versatile text graphic elements that let you attach additional information at one or more positions along any Task bars or Milestone symbols.
- a) You can use the comment box to convey information about task bars or milestone symbols, meetings, and phase gates that happen inside an extended time period.
- b) These comment boxes can change from snapshot to snapshot.
- c) Each comment box can have an optional anchor on the task bar or milestone symbol (connected) to which it is attached.
- d) Comment box borders and anchors can be transparent in which case only the content of the comment box is visible.
- e) Comment boxes can be re-positioned and resized by using conventional drag and drop mouse operations.
- f) The background color of a comment box can be selected.
- g) The text inside a Comment box can be edited.
- h) The attributes of Comment boxes are managed and edited in the Template Properties and Chart Properties form's Comment Boxes tab.
20) Task Links are connecting line segments that show a relationships among task bars and/or milestone symbols.
- a) Task Link information can be imported from your source plan and are called Data-driven Task Links.
- b) There are controls for setting the various properties of Task Links.
- c) You also have the capability to create Task Links after the chart is created - Manual Task Links,
- d) There is a short cut capability available for creating a set of connected manual Task Links in a fewer number of steps. This process is called Daisy Chaining Manual Task Links.
- e) Task links can be different colors, thicknesses, and can have associated text labels. These properties can be edited after the chart is created.
- f) The attributes of Task Links are managed and edited in the Template Properties and Chart Properties form's Task Links tab.
21) Curtain are top to bottom colored and labeled area on the chart that can be used to designate an important time period.
- a) Curtains can contain text labels.
- b) You can define any number of curtains and specify their start and end period dates.
- b) Curtains can be resized by using conventional drag and drop operations.
- c) In addition to being able to create and edit curtains from the OnePager Insert ribbon tool bar tab, curtains can be created by selecting a time axis level cell and using its context menu commands to insert a curtain into the chart.
- d) There is an additionally capability under certain circumstances to show non-working times in the chart as curtains.
- e) Finally, curtains can be tracked, created, edited, and deleted from the Chart Properties form's Time Axis tab's Format sub-tab.
22) Hover Box is a text box that appears in the graph when the mouse hovers over any task bar or milestone symbol. When the mouse is moved off the hover box disappears
- a) This feature can be turned ON and OFF from OnePager's View ribbon tool bar tab.
- b) In addition to displaying task name and dates, it displays the unique identifier that lets you trace the task bars or milestone symbols back to the tasks in your Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet source plan. (Not Shown Above) See: Advanced Tab - Show Hover Boxes Checkbox
23) Free Box is a text box similar to a Comment Box but not associated with task bars or milestone symbols and appears in the chart without connecting lines.
- a) The Free Box is created from OnePager's Insert ribbon tool bar tab.
- b) Free Boxes can be edited with respect to text content, background color, border properties, transparency, and size and position in the chart.
24) Legend Item is an entry describing one color/shape combination for a task bars and milestone symbols appearing in the chart.
- a) Right clicking the legend item or the color bar lets you change one color/shape combination for all affected task bar and milestone symbol.
- b) The Legend supports the display of Splitting and Parsing Columns in OnePager Pro, OnePager Express, and OnePager Bundle.
- c) The Legend can be hidden in the chart.
- d) The attributes of the Legend are managed and edited in the Template Properties and Chart Properties form's Legend tab.
25) OnePager Ribbon consists of six (6) tool bar tabs titled: File, Home, Insert, Page Layout, Data, and View. Additionally, on the extreme left on the OnePager ribbon tool bar are the save file button and the undo/redo buttons.
26) Chart Title is the descriptive title of the chart that you select. The Chart Title can be edited.
27) Chart Filename is the name of the .TAM file in which the chart and it's properties are stored and retrieved. (Not shown above)
28) Header/Footer Elements consist of up to six elements that are entered in the Chart Properties form.
- a) There are three (3) header elements and three (3) footer elements.
- b) All can be selected from attributes of the chart and the imported source plan.
- c) The header/footer elements are accessible on the Template Properties and Chart Properties form's Headers/Footers tab.
29) Snapshot Date is the date of the snapshot displayed in the current chart.
30) OnePager Editor Last Action is the last editing action taken by the Chart Editor.
Other Graphic Features
For editing in the Chart Editor the general rule is that a left-click selects component and highlights it with a rectangle. Once a component is highlighted it can be manipulated with the mouse or edited using the Icons on the various OnePager ribbon tool bar tabs. Right-clicking on a component generally accesses the component's right-click context menu. These right-click context menus contain left-clickable commands that perform useful editing operations on the component, access sub-context menus, or access various forms and sub-forms where more attributes can be edited. Once selected, rows and swimlane levels can be dragged and dropped up and down in the graph or their heights can be manipulated using the grab boxes provided on the component.
OnePager forms and sub-forms contain controls that include checkboxes, left-clickable buttons, radio buttons, dropdown menus (lists), dial-value windows, slider-bars, calendar dropdown sub-forms, value information windows, the standard OnePager Color Chooser form, the standard OnePager Shape Chooser form, and forms with grids for user input information.