Template Only Features for Smartsheet Source Plans in OnePager Version 7.1
- 1 About Template Properties Forms for Smartsheet
- 2 About Template Properties Form Only Features
- 3 A Few Words On Template Properties Forms
- 4 Template Properties Form's Main Tab
- 5 Template Properties Form's Time Axis Tab
- 6 Template Properties Form's Rows/Swimlanes Tab
- 7 Template Properties Form's Task Links Tab
- 8 Template Properties Form's Advanced Template Tab
- 9 Template Properties Form's Field Mappings Tab
- 10 Related Links
About Template Properties Forms for Smartsheet
OnePager Bundle Standalone is distributed with a set of Template Properties forms for Smartsheet. The set of Template Properties forms is subdivided into English and Metric sub-sets as described below.
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.
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 with one pre-defined permanent Template Properties forms for Smartsheet 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.
The permanent Template Properties form has the word Permanent in its name. The permanent Template Properties form cannot be modified 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 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 Smartsheet source plan.
Template Properties Form's Time Axis Tab
The Time Axis tab provides additional Time Axis creation and editing capabilities and to centralize 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 Template Properties 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 Smartsheet 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 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.
The Import predecessors checkbox is unchecked or OFF in OnePager Express distributed Template Properties forms. This avoids an initial cluttering of the chart if there are a large number of dependencies imported from the Smartsheet 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 Template 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.
Default Snapshot Date
For Smartsheet the only available Default Snapshot Dates are the Last-modified date and the Current date since Smartsheet does not provide any further information on project status for import into OnePager.
Configuring Multi-Project Imports
One key difference between the Template Properties form and Chart Properties form is the ability to use the Template to configure a multi-project import.
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. 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 OnePager'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 new Field Mappings tab in the Template Properties form for Smartsheet 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 above are a set of important field mappings that are collected in the Field Mappings tab page. The other field mappings are on the Rows/Swimlanes, Task Bars, and Milestones form tab pages.
Some field mappings (e.g. percent-complete) appear both here and on other Template Properties form tab pages. This 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 group, the Task label field dropdown contains only text fields from Smartsheet. And the dropdown lists in the Date Mappings group contain only Smartsheet 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 detailed information on the Field Mappings feature, please see this section in the article at: Field Mappings Tab for Smartsheet in OnePager - Basic Mappings
Task Bar/Milestone Symbol Identity Mapping
The Task/Milestone Identity Mapping control group lets you select a Smartsheet column that can be used to uniquely identify each task. 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 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 Smartsheet files, the default mapping is to the Smartsheet SmartsheetTaskID column. If you opt to change the SmartsheetTaskID mapping away from these reliable defaults, make sure that the new source field has a unique value for each task or milestone. Keep in mind that once you create a chart with a SmartsheetTaskID mapping, it is nearly impossible to change your mind about how tasks 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 SmartsheetTaskID field, use the dropdown menu shown in the illustration below:
When changing to an alternate SmartsheetTaskID column, OnePager displays 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 Smartsheet in OnePager - 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 columns. For example, you could split a task that had three Resources assigned to it into three almost-identical task bars that differ only in their value of Resource. Once you create a chart with field splitting turned ON, it is impossible to change your mind and go back to unsplit task bars for that chart or change to a different field for the splitting.
For more information on Field Splitting and Parsing Columns, pleas see the article at: Splitting and Parsing Columns for Smartsheet Source Plans in OnePager