Template Only Features for OnePager Pro for Version 7.1
- 1 About Template Properties Form Only Features
- 2 A Few Words On Template Properties Forms
- 3 Template Properties Form's Main Tab
- 4 Template Properties Form's Time Axis Tab
- 5 Template Properties Form's Rows/Swimlanes Tab
- 6 Template Properties Form's Task Links Tab
- 7 Template Properties Form's Advanced Tab
- 8 Template Properties Form's Field Mappings Tab
- 9 Related Links
About Template Properties Form Only Features
Because the Template Properties and Chart Properties forms are similar, this article only covers the areas of the Template Properties form that are different from the Chart Properties form.
The primary focus of this article is on OnePager Pro Template Properties form. Since OnePager Bundle can be accessed and launched directly from Microsoft Project Add-in and once OnePager Bundle Add-in is active you can directly access the OnePager Bundle Add-in Template Properties form for Microsoft Project. Additionally, launching OnePager Bundle Standalone and selecting a Microsoft Project source plan requires that a Microsoft Project Template Properties form be selected to create, update, or open a chart.
You should familiarize yourself with the Chart Properties form before reading this article.
For more information on the Chart Properties form, please see the article at: Editing with the Chart Properties form (Portal)
A Few Words On Template Properties Forms
Permanent Template Properties Forms
Chronicle Graphics, Inc. ships/distributes OnePager Pro (OPP) with one pre-defined permanent Template Properties forms that you cannot accidentally delete. The permanent Template Properties form has the word Permanent in its name. The permanent Template Properties form cannot be edited hence all the control features on each tab are disabled.
Metric Versus Non-Metric
Within a Template Properties form there are settings which are distance measures that must be considered when building the chart. These include the height of individual rows, the height of the percent-complete bar within a task bar, and the like.
OnePager supports two measurement conventions: (1) English (inches) and (2) Metric (centimeters). For convenience, you can identify a Metric based Template Properties form because the word (metric) is included in the title. And these two sets of Template Properties forms are separated by default into English and a Metric sub-folder of the default Templates folder.
Template Properties Form's Main Tab
The Main tab of the Template Properties form differs slightly from the Chart Properties form.
The Template Properties form does not have entry controls for the Start date, End date, Title, because dates are systematically produced by OnePager based on the earliest start date and latest finish dates in your source plan data. The Title is something you designate as you create the new chart with the OnePager choices (OPC) form.
The Colors control group provides access to the Color Palette controls for creating and editing Color Palettes. Additionally, the Colors control group contains all the controls for setting the Chart Background and access to the Set line properties form and its sub-tabs through the Borders, frames, and time-cursor properties button shown here:
The controls for Row Borders can be found in the Template Properties form's Rows/Swimlanes tab at each of the three sub-tabs in the Swimlanes control group. For more information on Row Borders, please see the article at: Row and Swimlane Borders
The Task Selection control group provides a convenient place in the Template Properties form for you to preset the method you want to use for importing task/milestone information from your Microsoft Project source plan.
Template Properties Form's Time Axis Tab
The Time Axis tab provides additional Time Axis creation and editing capabilities and centralizes all time axis related controls at one Template Properties form tab. The same intent is true for the Chart Properties form's Time Axis tab. The Time Axis tab for the OnePager Pro Template form is shown below:
The controls in the Time Axis tab are identical to those in the Chart Properties form's Time Axis tab. For more information on the Time Axis tab, please see the article at: Modifying the Time Axis (Portal)
Template Properties Form's Rows/Swimlanes Tab
The Rows/Swimlanes tab provides additional Rows/Swimlanes creation and editing capabilities and centralizes all rows and swimlanes related controls at one Template Properties form tab. The same intent is true for the Chart Properties form's Time Axis tab. The Rows/Swimlanes tab for the OnePager Pro Template Properties form is shown below:
For more information on the Rows/Swimlanes tab, please see the articles at: Creating and Editing Rows and Swimlanes (Portal)
Template Properties Form's Task Links Tab
The Task Links tab in OnePager Pro provides the capability to preset properties for Data-Driven and manual Task Links before a chart is created.
Of importance is the Show task links checkbox in the Default Task-Link Formatting control group shown above. This checkbox acts as a Master Switch enabling the Task Links feature in OnePager Pro.
The Import predecessors checkbox is unchecked or OFF in OnePager Pro distributed Template Properties forms. This avoids an initial cluttering of the chart if there are a large number of dependencies imported from the Microsoft Project source plan. This approach also gives you full control over the Task Link import process from the chart. The controls in the Task Links tab are identical to those in the Chart Properties form's Task Links tab.
For more information on the Chart Properties form's Task Links tab, please see the article at: Editing Task Links with the Chart Properties Form
Template Properties Form's Advanced Tab
The Advanced tab is shown below. Most of these parameters in the Template Properties form are identical to those appearing in the Chart Properties form.
Lock Background Checkbox Not Available
In the Template Properties Form’s Advanced tab there is no Lock background checkbox in the Display options group. This is an option available after the chart is created.
Configuring Multi-Project Imports
One key difference between the Template Properties form and Chart Properties form is the ability to use the Template Properties form to configure a multi-project import without the use of some sort of Microsoft Project Integrated Master Schedule (IMS).
For more information on the Safely combine tasks from different files, please see this section in the article at: Safely Combine Tasks From Different Files Checkbox
Additional information is available on creating Multi-Project charts at:
|Basic Workflows (Portal)|
|Creating Various Multi-Project Charts with OnePager (Portal)|
Safely Combine Tasks From Different Files Checkbox
Checking this checkbox to ON puts any charts created with this Template Properties form into the Multi-File-Multi-Project Mode. The Multi-File-Multi-Project Mode is specifically designed to support users who want to create Multi-Project charts from independent Microsoft Project source plans without creating a Microsoft Project Integrated Master Schedule (IMS) prior to creating the chart. This is an advanced feature and when used, OnePager numbers task bars and milestone symbols imported from the various Microsoft Project source plans accessed differently than when only a single project source plan is imported.
This is done so that OnePager can support the creation of subsequent snapshots for the Multi-File-Multi-Project chart in the future. Once you adopted this scheme for the chart being created, it is not possible to update the chart in the future in the default Single-File-Single-Project Mode. To enforce this requirement, the OPP’s Chart Properties form’s Advanced tab shows the Safely combine tasks from different files checkbox but the command is disabled.
Template Properties Form's Field Mappings Tab
The Field Mappings tab in the Template Properties form for OnePager Pro looks like this:
Basic and Date Mappings
OnePager uses source fields for many purposes : (1) displaying task names, (2) displaying start dates, (3) assigning colors to tasks, and (4) grouping rows into swimlanes.
The use of a source field for a purpose is called a field mapping. The eight (8) dropdown lists shown above that are pre-set to important field mappings that are collected in the Field Mappings tab page. The other field mappings are on the Rows/Swimlanes, Task Bars, and Milestone Symbols tab pages of the Template Properties form. Some field mappings (e.g. percent-complete) appear both here and on other Template Properties form tab pages.
The Field Mappings tab in the Template Properties form is also available in the Chart Properties form. Each dropdown list contains the source fields that have the correct data type(s) for the purpose. For example, in the Basic Mappings control group, the Critical-path field dropdown contains only Boolean and numeric fields from Microsoft Project. And the dropdown lists in the Date Mappings control group contain only Microsoft Project date fields. These mappings are useful if your standard field usage differs and you want to avoid having to constantly make the changes on the second page of OnePager choices (OPC) form shown below:
For more information on the Field Mappings feature, please see this section in the article at: Field Mappings Tab for OnePager Pro - Basic Mappings
Task Bar/Milestone Symbol Identity Mapping
The Task/Milestone Identity Mapping control group lets you select a Microsoft Project field that can be used to uniquely identifies each task bar. Uniquely identifying each task bar or milestone symbol is always important when you plan to update your chart later on, but you normally do not need to change this field mapping because the default mapping works just fine. OnePager uses the Microsoft Project Unique Id field to identify each task in the source plan, enabling preservation of each task bar’s color, labeling, and vertical location as you import new or modified data in later updates of the chart.
For source plans that are Microsoft Project .MPP files, the default mapping is to the Microsoft Project Unique ID field. When the source plan resides on Microsoft Project Server or Microsoft Project Online and you import directly from the server, the default mapping change automatically to the Microsoft Project GUID field. If you opt to change the Unique Id mapping away from these reliable defaults, make sure that the new source field has a unique value for each task bar or milestone symbol. Keep in mind that once you create a chart with a Unique Id mapping, it is nearly impossible to change your mind about how task shapes are to be identified. Change this mapping away from the default only if you have a good reason to do so and are sure that the field contains no duplicate values.
To map an alternate Unique Id field, use the dropdown menu shown in the illustration below:
When changing to an alternate Unique Id field, OnePager will display a warning message as follows:
For more information on the Task/Milestone Identity Mapping feature, please see this section in the article at: Field Mappings Tab for OnePager Pro - Task/Milestone Identity Mapping
Field Splitting Feature
The Field Splitting control group lets you split each task into a set of nearly-duplicate task shapes based upon a comma-separated list of values in some source plan field. For example, you could split a task that had three Resource Names assigned to it into three almost-identical task shapes that differ only in their value of Resource Name. Once you create a chart with field splitting turned On, it is not possible to change your mind and go back to unsplit task shapes for that chart or change to a different field for the splitting.
For more information on Splitting and Parsing Columns. please see the article at: Splitting and Parsing Columns-OnePager Pro