Notes on Data-Driven Task Links for OnePager 6.1 for Version 6.1

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Editing Global or Individual Task Link Properties and the Project View

There are five (5) situations where making an edit in OnePager 6.1 to the Data-driven Task Link environment precipitates a change in the project view and can impact all snapshots. These are covered below:

Situation 1: Turning the Data-Driven Task Link Feature ON or OFF

1) This change is made in the “master” checkbox that turns the Data-driven Task Link feature ON or OFF in the PVP form’s Task Link tab:

a) Turning the Data-Driven Task Link Feature from ON to OFF: When this change is made, all Data-driven Task Links are hidden in all snapshots. Manual Task Links are not impacted.
b) Turning the Data-Driven Task Link Feature from OFF to ON: If there are imported Data-driven Task Links, they are shown in all snapshots if they are not mavericked to be hidden. If there are no imported Data-driven Task Links because the feature was previously OFF, OnePager 6.1 goes out to the source plan and imports all Data-driven Task Links and shows them in every snapshot where the Task Link Filter rules are met.

Situation 2: Editing the OnePager Express 6.1 Predecessor Field Mapping in its PVP form

2) If you change the predecessor field mapping in OnePager Express 6.1, after OnePager Express 6.1 creates the project view, the software discards all Data-driven Task Links and goes back to the Microsoft Excel source plan and imports the Data-driven Task Link information from the new designated Microsoft Excel field.

Situation 3: Editing the OnePager Express 6.1 Predecessor Syntax Format Selection

3) The dropdown menu selection in the Syntax Format selector of the PVP form’s Task Links tab’s Data-Driven Task Links control group is shown below before any Data-driven Task Link information is imported.

P61-0 4 1 7-61-(8)-06262018.png

4) This edit can be made at any time. If you make the edit in OnePager Express 6.1, the software discards all Data-driven Task Link information and goes back to the Microsoft Excel source plan and imports the Data-driven Task Link information using the new designated Syntax Format selector.

Situation 4: Change the Filter Links Sub-Group Control

5) This situation arises when you change the radio button selection in the Filter Links control sub-group of the Data-Driven Task Links control group in the PVP form’s Task Link tab as shown below:

P61-0 4 1 7-61-(8A)-06262018.png

6) There are two (2) possible changes that can be made:

From Show All to Use Rules:

7) OnePager 6.1 configures the PVE to show every Data-driven Task Link that satisfies the Task Link Filter rules established in the Task Link Filter Rules form unless the Task Link is mavericked as hidden.

a) Any Task Link that does NOT satisfy the established Task Link Filter rules is hidden unless the Task Link is mavericked to be shown.
b) When the change from Show all to Use Rules is made, OnePager 6.1 reexamines all the Data-driven Task Links imported and assures that the Data-driven Task Links that show comply with the current Task Link Filter rules.
c) Data-driven Task Links that do not comply with the current Task Link Filter rules are hidden.

From Use Rules to Show All:

8) OnePager 6.1 configures the PVE to ensure that all Data-driven Task Links imported from the source plan are shown when the Show all radio button is selected.

a) Any Data-driven Task Links that are show/hide mavericks are not changed thus preserving their mavericked show/hide status.
b)If Data-driven Task Links are not otherwise mavericked, OnePager 6.1 generates new Data-driven Task Links from the source plan’s Data-driven Task Link information using the current Task Link property settings.

Situation 5: Change any of the Task Link Filter Rules

9) This situation corresponds to clicking the Manage Rules … button in the Data-Driven Task Links control group in the PVP form’s Task Link tab and doing a add, edit, or delete on a Task Link Filter rule in the Task Link Filter Rules form.

10) When an edit is made to a Task Link Filter rule, OnePager Pro and Express 6.1 configures the PVE to show every Data-driven Task Link that satisfies the new Task Link Filter rules in the Task Link Filter Rules form unless the Data-driven Task Link is mavericked as hidden.

11) Any Data-driven Task Link that does NOT satisfy the new Task Link Filter rules is hidden unless the Data-driven Task Link is mavericked to be shown.

a) If this situation is encountered it can change which Task Link Filter rules apply at each snapshot but preserves the show/hide mavericks and mavericking of other Data-driven Task Link properties.
b) If an existing Data-driven Task Link does not satisfy the new Task Link Filter rules set and is not mavericked to be shown or hidden, the Data-driven Task Link is completely discarded and all of its mavericked properties are lost.

Saving OnePager 6.1 Project Views to Previous Versions

1) As with previous releases of OnePager Pro and Express you have the option to save project views (i.e., .TAM files) to previous versions.

a) To save a project view to a previous OnePager Pro or Express version go to the OnePager Pro or Express 6.1 ribbon’s File tab and click the Save as tab which accesses the Save as project view window.
b) Click the Save as type: dropdown and you’ll see the options as shown below:
P61-0 4 1 7-61-(7)-06192018.png

2) When saving a project view with Data-driven Task Links, it should be recognized that the Data-driven Task Link information is lost when the project view is saved to Version 6.0 or earlier version of OnePager Pro or Express and subsequently opened.

a) Manual Task Links, however, are converted to Event Links which are compatible with previous versions.
b) Manual Task Links converted to Event Links retain manual Task Link properties including connection line color, Dash type, and font properties. All other properties of manual Task Links converted to Event Links are lost.
c) Enhancements made to manual Task Links like Begin and End point shapes and connection line Dash types are lost when saving to a previous version from version 6.1.

Opening Previous Versions of OnePager using OnePager 6.1

3) Opening a project view created with OnePager Pro or Express versions prior to version 6.1 with OnePager Pro or Express 6.1 provides a project view where only previously inserted Event Links, if any, are converted to manual Task Links.

a) If a project view is being opened but was originally created with OnePager Pro or Express 6.1 and saved as a previous version no Data-driven Task Links are available to be shown.
b) If you open a previous version of a project view and subsequently Update the project view using OnePager Pro or Express version 6.1 with a source plan that contains Predecessor/Successor information, OnePager Pro or Express 6.1 imports this Dependency information if the Update method is Replace All Properties. Subsequent to the Update, the project view is able to show Data-driven Task Links.
c) Any Event Links present in the previous version of the project view being opened with OnePager Pro or Express 6.1 shows these links as manual Task Links.

4) For more information on sharing project views please see the articles at: Sharing Project Views (Portal).

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