Snapshot-Dependent Text Columns for OnePager Pro for Version 6.0
Certain fields from Microsoft Project typically change from snapshot to snapshot and will automatically be updated if they are selected to drive any additional text column cell contents. These fields include:
- Percent Complete (% complete)
- Start Date
- Finish Date
- Baseline Start Date
- Baseline Finish Date
- Deadline Date
- Any field used for round-robin color assignment
- Any field used for conditional-formatting
- Any field used for endpoints
Often it is important in presentations to emphasize the above data items by collecting tasks/milestones into rows and to identify rows using one of the above fields from the Microsoft Project source plan.
When this is done, the project view will show additional text column contents and the rows continue to be associated with one of the above data fields and the snapshots will change to show the most current data in the project view and in the additional text column as successive snapshots are taken over time.
The following example illustrates the feature:
1) The following example Microsoft Project source plan shows all the field names mentioned above and the Task Name, Resource Names, and Flag20:
2) Note the % Done field with the specific %Complete data for each task.
3) When the OnePager Pro (OPP) button is clicked, you have an opportunity to select the functions of the various Microsoft Project source plan data fields as described elsewhere by examining and modifying the OnePager Choices (OPC) form. The example is such that the row text column contents, row ordering, and collection are set to use the % Done field to organize the project view.
4) When these controls are set in the Template through the Row and Swimlanes tab, the following snapshot will be created:
5) In the first snapshot, the additional text column cells are created with the % Done data in ascending order so that the tasks with the lowest % Done task will be at the top of the swimlane set of rows. The tasks/milestones will not be reordered in subsequent snapshots as this would violate a basic principle of OnePager to maintain consistency of look and feel between snapshots.
6) If the project’s Microsoft Project source plan is updated, say on 11/11/2015, with the latest % Done data, that Microsoft Project source plan might look like this:
7) The updates to the % DONE data, shown above, as compared to the Microsoft Project source plan captured on 4/21/2015, shows that the project is progressing but the tasks of interest, those with a Flag20 flag of Yes indicate that these tasks of interest are behind schedule.
8) If we create the snapshot on 11/11/2015, it will look like this:
9) The tasks/milestones are updated with the latest % DONE data and the new percent complete information from the Microsoft Project source plan is shown in the text column for each row. OPP does not reorder rows between snapshots but retains the row ordering originally established for the project view. The Microsoft Project source plan did not change the Finish Dates of any of the tasks to reflect their current % DONE.