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| − | ==About Template Properties Forms for Oracle Primavera P6== | + | ==Overview== |
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| − | OnePager Bundle '''Standalone''' is distributed with a set of '''Template Properties''' forms for Oracle Primavera P6. The set of '''Template Properties''' forms is subdivided into '''English''' and '''Metric''' sub-sets as described below. The distributed '''Template Properties''' forms for Oracle Primavera P6 are applicable to both '''XML''' and '''XER Formatted source plans imported''' into OnePager. When OnePager accesses a '''Template Properties''' form for an Oracle Primavera P6 '''source plan''', OnePager adjusts the contents of the '''Template Properties''' form to be consistent with the contents of the '''imported XML''' or '''XER Formatted source plan'''.
| + | This page, which serves as a '''Index''', enables you to quickly follow links to OnePager 7.2 articles listed below. If you have any questions or comments please [http://www.onepager.com/about/contact_us.php Contact Us]. Go to the article link below for a '''user's guide to the OnePager Wiki''': |
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| − | For more information on the columns associated with '''XML''' and '''XER Formatted source plans imported''' to OnePager, please see the article at: [[Oracle Primavera P6 Columns Available to OnePager for Version 7.1 | Oracle Primavera P6 Columns Available to OnePager]] <!--29.1.1-71-->
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| − | ==About Template Properties Form Only Features==
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| − | 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.
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| − | For more information on '''Template Properties''' and '''Chart Properties''' forms, please see the articles at: [[Core Concepts for OnePager 7.1 (Portal) | Core Concepts (Portal)]] <!--4.0.1-71 and [[Templates versus Charts for Version 7.1 | Templates versus Charts]] <!--4.0.1.3-71-->
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| − | You should familiarize yourself with the '''Chart Properties''' form before reading this article.
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| − | For more information on the '''Chart Properties''' form, please see the article at: [[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-71-->
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| − | ==A Few Words On Template Properties Forms==
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| − | ===Permanent Template Properties Forms===
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| − | Chronicle Graphics, Inc. ships/distributes OnePager with one pre-defined '''permanent Template Properties''' forms for Oracle Primavera P6 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'''.
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| − | ===Metric Versus Non-Metric===
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| − | 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.
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| − | 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.
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| − | ==Template Properties Form's Main Tab==
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| − | The '''Main''' tab of the '''Template Properties''' form differs slightly from the '''Chart Properties''' form.
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| − | 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.
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| − | <center>[[File:P71-24_2_2-71-(2-1)-02042022.png]]</center>
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| − | <!--<center>P71-24_2_2-71-(2-1)-02042022.png</center>-->
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| − | 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:
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| − | <center>[[File:P71-24_2_2-71-(2A)-12232021.png]]</center>
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| − | <!--<center>P71-24_2_2-71-(2A)-12232021.png</center>-->
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| − | 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 for Version 7.1 | Row and Swimlane Borders]] <!--12.04.1-71-->
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| − | 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'''.
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| − | ==Template Properties Form's Time Axis Tab==
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| − | 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 '''Template''' form is shown below:
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| − | <center>[[File:P71-24_2_2-71-(2)-12232021.png]]</center>
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| − | <!--<center>P71-24_2_2-71-(2)-12232021.png</center>-->
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| − | 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 for Version 7.1 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-71-->
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| − | ==Template Properties Form's Rows/Swimlanes Tab==
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| − | 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 '''Template Properties''' form is shown below:
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| − | <center>[[File:P71-24_2_2-71-(4)-12232021.png]]</center>
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| − | <!--<center>P71-24_2_2-71-(4)-12232021.png</center>-->
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| − | For more information on the '''Rows/Swimlanes''' tab, please see the articles at: [[Creating and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-71-->
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| − | ==Template Properties Form's Task Links Tab==
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| − | The '''Task Links''' tab in OnePager provides the capability to preset properties for '''Data-Driven''' and manual '''Task Links''' before a chart is '''created'''.
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| − | <center>[[File:P71-24_2_2-71-(5)-12232021.png]]</center>
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| − | <!--<center>P71-24_2_2-71-(5)-12232021.png</center>-->
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| − | 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.
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| − | The '''Import predecessors''' checkbox is unchecked or '''OFF''' in OnePager distributed '''Template Properties''' forms. This avoids an initial cluttering of the chart if there are a large number of '''dependencies imported''' from the Oracle Primavera P6 '''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.
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| − | 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 for OnePager for Version 7.1 | Editing Task Links with the Chart Properties Form]] <!--19.3.1-71-->
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| − | ==Template Properties Form's Advanced Tab==
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| − | 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.
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| − | <center>[[File:P71-24_2_2-71-(6)-12232021.png]]</center>
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| − | <!--<center>P71-24_2_2-71-(6)-12232021.png</center>-->
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| − | ===Lock Background Checkbox Not Available===
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| − | 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'''.
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| − | ===Default Snapshot Date===
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| − | For Oracle Primavera P6 the only available '''Default Snapshot Dates''' are the '''Last-modified date''' and the '''Current date''' since Oracle Primavera P6 does not provide any further information on '''project status''' for '''import''' into OnePager.
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| − | ===Configuring Multi-Project Imports===
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| − | 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.
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| − | For more information on the '''Safely combine tasks from different files''', please see this section in the article at: [[Template Only Features for Primavera P6 Source Plans in OnePager Version 7.1#Safely Combine Tasks From Different Files Checkbox | Safely Combine Tasks From Different Files Checkbox]] <!--24.2.2-71-->
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| − | Additional information is available on creating '''Multi-Project''' charts at:
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| | <center> | | <center> |
| | {| class="wikitable" | | {| class="wikitable" |
| − | | [[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-71--> | + | | [[Using the OnePager Wiki | Guide to Using the OnePager Wiki]] 0.004.1-71 |
| − | |-
| + | |
| − | | [[Creating Various Multi-Project Charts with OnePager for Version 7.1 (Portal) | Creating Various Multi-Project Charts with OnePager (Portal)]] <!--8.0.1-71-->
| + | |
| | |} | | |} |
| | </center> | | </center> |
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| − | ===Safely Combine Tasks From Different Files Checkbox=== | + | ==What's New in this Release== |
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| − | 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 Oracle Primavera P6 '''source plans. This is an '''advanced feature''' and when used, OnePager numbers activities and milestone symbols imported from the various Oracle Primavera P6 '''source plans''' accessed differently than when only a '''single''' project '''source plan''' is '''imported'''.
| + | {| class="wikitable" |
| | + | | [https://www.onepager.com/support/video_tutorials/onepager_71.html What's New with OnePager Release 7.2? Video] |
| | + | | [[What's New with OnePager Release 7.2?]] 0.4-72 |
| | + | |} |
| | | | |
| − | 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'''.
| + | ==Installing and Licensing OnePager== |
| | | | |
| − | <center>[[File:P71-24_2_2-71-(7)-12232021.png]]</center>
| + | {| class="wikitable" |
| − | <!--<center>P71-24_2_2-71-(7)-12232021.png</center>-->
| + | | [[Installing and Activating OnePager Pro for Version 7.2 (Portal) | Installing and Activating OnePager Pro (Portal)]] 1.0.1-72 |
| | + | | [[Installing and Activating OnePager Express for Version 7.2 (Portal) | Installing and Activating OnePager Express (Portal)]] 2.0.2-72 |
| | + | | [[Installing and Activating OnePager Bundle for Version 7.2 (Portal) | Installing and Activating OnePager Bundle (Portal)]] 2.0.3-72 |
| | + | |- |
| | + | | [[Activating Your OnePager License (Version 7.2)#Activating OnePager Pro Version 7.1 Requires Re-Licensing | Activating OnePager Pro Version 7.1 Requires Re-Licensing]] 1.6.2-72 |
| | + | | [[Activating Your OnePager License (Version 7.2)#Activating OnePager Express Version 7.1 Requires Re-Licensing | Activating OnePager Express Version 7.1 Requires Re-Licensing]] 1.6.2-72 |
| | + | | [[Activating Your OnePager License (Version 7.2)#Activating OnePager Bundle Version 7.1 Requires Re-Licensing | Activating OnePager Bundle Version 7.1 Requires Re-Licensing]] 1.6.2-72 |
| | + | |} |
| | | | |
| − | ==Template Properties Form's Field Mappings Tab== | + | ==First Things== |
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| − | Since the '''Unlimited Field Mapping''' feature allows you to access '''all available columns''' from Oracle Primavera P6 '''source plans''' at any time in the life cycle of a chart, the '''Field Mappings '''tab no longer needs to map columns to '''extra purposes''' that are just carried along in case you need them.
| + | {| class="wikitable" |
| | + | | [[Getting Started with Version 7.2 (Portal) | Getting Started (Portal)]] 3.0.0-72 |
| | + | | [[Core Concepts for OnePager 7.2 (Portal) | Core Concepts (Portal)]] 4.0.1-72 |
| | + | | [[Anatomy of a OnePager Chart for Version 7.2 | Anatomy of a OnePager Chart]] 6.0.1-72 |
| | + | |} |
| | | | |
| − | The '''Field Mapping''' tab focuses on common OnePager '''purposes''' that users can map to Oracle Primavera P6 columns after a chart is created. Note, however, that other important OnePager '''purposes''' are on '''Rows/Swimlanes''', '''Task Bars, and Milestones''' tabs. Some '''purposes''' such as '''Task Name, Percent-Complete, and Critical Path '''may appear both on the '''Field Mapping''' tab and on the '''Task Bars''' and '''Milestones''' tabs.
| + | ==Ways to Make A Chart== |
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| − | For Oracle Primavera P6 '''Template Properties''' form's '''Field Mappings''' Tab for '''XML Formatted source plans''' there are seven (8) '''purposes''' named in the '''Field Mappings''' tab: (1) '''Percent-complete''', (2) '''Critical-path Segments''', (4) '''Task-name''', (5) '''Start date''', (6) '''Finish date''', (5) '''Baseline start date''', (7) '''Baseline finish date''', (8) '''Deadline date'''. However, in the Oracle Primavera P6 '''Chart Properties''' Form's '''Field Mappings''' Tab there are only seven (7) '''purposes''' as there is no '''Critical-path segment''' data provided in Oracle Primavera P6 '''XML Formatted source plans'''.
| + | {| class="wikitable" |
| | + | | [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72 |
| | + | | [[Conditional Import for Version 7.2 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-72 |
| | + | | [[Unlimited Field Mapping for OnePager 7.2 | Unlimited Field Mapping]] 7.19.1-72 |
| | + | |} |
| | + | {| class="wikitable" |
| | + | | [[Creating Various Multi-Project Charts with OnePager for Version 7.2 (Portal) | Creating Various Multi-Project Charts with OnePager (Portal)]] 8.0.1-72 |
| | + | | [[Using OnePager with Microsoft Project Server/Project Online for Version 7.2 (Portal) | Using OnePager with Microsoft Project Server/Project Online (Portal)]] 8.5.1-72 |
| | + | |- |
| | + | | [[Creating Multi-Page Charts with Version 7.2 (Portal) | Creating Multi-Page Charts (Portal)]] 8.6.1-72 |
| | + | | [[Managing Chart Data for Version 7.2 | Managing Chart Data (Portal)]] 23.0.1-72 |
| | + | |} |
| | | | |
| − | For Oracle Primavera P6 '''Template Properties''' form's '''Field Mappings''' Tabs for '''XER Formatted source plans''' there are seven (8) '''purposes''' named in the '''Field Mappings''' tab: (1) '''Percent-complete''', (2) '''Critical-path Segments''', (4) '''Task-name''', (5) '''Start date''', (6) '''Finish date''', (5) '''Baseline start date''', (7) '''Baseline finish date''', (8) '''Deadline date'''. However, for '''XER Formatted source plans''' no '''baseline start/finish dates''' are provided so the dropdown windows for '''Baseline start''' and '''Baseline finish''' are preset to '''[No selection]'''. You may used these dropdowns to select other '''date columns''' which are provided in the dropdown lists.
| + | ==About the Chart Properties Form== |
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| − | The '''Field Mappings''' tabs for the '''Template Properties''' forms for Oracle Primavera P6 '''XML''' and '''XER Formatted source plans''' are shown below:
| + | {| class="wikitable" |
| | + | | [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72 |
| | + | |} |
| | | | |
| − | <center>'''Template Properties Form's Field Mappings Tab for Oracle Primavera P6 XML Formatted source plans'''</center>
| + | ==Ways to Make Changes to Your Chart== |
| − | <center>[[File:P71-24_2_2-71-(7A)-12232021.png]]</center>
| + | |
| − | <!--<center>P71-24_2_2-71-(7A)-12232021.png</center>-->
| + | |
| | | | |
| − | <center>'''Template Properties Form's Field Mappings Tab for Oracle Primavera P6 XER Formatted source plans'''</center>
| + | {| class="wikitable" |
| − | <center>[[File:P71-24_2_2-71-(7B)-12232021.png]]</center>
| + | | [[Conditional Formatting for Version 7.1 (Portal) | Conditional Formatting (Portal)]] 11.0.1-71 |
| − | <!--<center>P71-24_2_2-71-(7B)-12232021.png</center>-->
| + | | [[Creating and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-71 |
| | + | |- |
| | + | | [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.1 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-71 |
| | + | | [[Modifying Decorations on Tasks/Milestones for Version 7.1 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] 10.0.1-71 |
| | + | |- |
| | + | | [[Modifying the Time Axis for Version 7.1 (Portal) | Modifying the Time Axis (Portal)]] 22.0.1-71 |
| | + | | [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.1 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-71 |
| | + | |- |
| | + | | [[The Chart Legend for Version 7.1 (Portal) | The Chart Legend (Portal)]] 15.0.1-71 |
| | + | | [[Creating and Managing Curtains for Version 7.1 | Creating and Managing Curtains]] 16.0.1-71 |
| | + | |- |
| | + | | [[Creating and Managing Comment Boxes for Version 7.1 | Creating and Managing Comment Boxes]] 13.0.1-71 |
| | + | | [[Creating and Managing Free Boxes for Version 7.1 | Creating and Managing Free Boxes]] 14.0.1-71 |
| | + | |- |
| | + | | [[Absorbing one task into another for Version 7.1 | Absorbing one task into another]] 17.0.1-71 |
| | + | | [[Creating and Managing Virtual Summary Tasks for Version 7.1 | Creating and Managing Virtual Summary Tasks]] 18.0.1-71 |
| | + | |- |
| | + | | [[Background Images for Version 7.1 (Portal) | Background Images (Portal)]] 20.0.1-71 |
| | + | |} |
| | | | |
| − | For more information on the '''Unlimited Column Mapping''' feature, please see the article at: [[Unlimited Field Mapping for OnePager 7.1 | Unlimited Field Mapping]] <!--7.19.1-71-->
| + | ==About OnePager Templates== |
| | | | |
| − | ===Special Considerations for the Task/Milestone Identity Mapping Feature=== | + | {| class="wikitable" |
| | + | | [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71 |
| | + | | [[Managing the Current Template for Version 7.1 | Managing the Current Template]] 24.6.1-71 |
| | + | | [[Creating and Saving Color Palettes for Version 7.1 | Creating and Saving Color Palettes]] 25.0.1-71 |
| | + | |} |
| | | | |
| − | The '''Field Mappings''' tab shows the Oracle Primavera P6 '''column''' currently being used for the '''Task/Milestone Identity Mapping''' feature. In the '''Template Properties''' form, the '''Task/Milestone Identity Mapping''' is '''enabled''' and allows you to select which Oracle Primavera P6 '''column''' is to be used. The '''Task/Milestone Identity Mapping''' column being used is specified here to act as an alternate '''Unique ID''' column for OnePager '''UPDATE''' operations. You can change it to whatever column you want, but it is your responsibility to make sure that the chosen column has a '''unique value''' for each task you plan to '''import''' and display in OnePager. Having duplicate values in the '''Unique ID''' column causes task bars to be '''omitted''' and/or '''misidentified''' later on when you are doing '''updates''' of the chart.
| + | ==Getting Help== |
| | | | |
| − | For Oracle Primavera P6 '''XML''' and '''XER Formatted source plans''' the convention is to use the '''Object ID''' column for this purpose. For this reason '''Template Properties''' forms distributed with OnePager for Oracle Primavera P6 have the '''Unique Id''' control preset to '''Object ID'''.
| + | {| class="wikitable" |
| | + | | [[Troubleshooting for Version 7.1 (Redraw, Re-Starting, Feedback, Log Reporting) | Troubleshooting (Redraw, Re-Starting, AutoSave, Feedback, Log Reporting)]] 26.0.1-71 |
| | + | | [[Getting Support and Contacting OnePager for Version 7.1 | Getting Support and Contacting OnePager]] 30.0.1-71 |
| | + | |} |
| | | | |
| − | ===Basic and Date Mappings=== | + | ==Other Resources== |
| | | | |
| − | 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. | + | {| class="wikitable" |
| | + | | [[Glossary of Terms for Version 7.1 | Glossary of Terms]] 28.0.1-71 |
| | + | | [[Microsoft Project Fields Available to OnePager Pro for Version 7.1 | Microsoft Project Fields Available to OnePager Pro]] 29.0.1-71 |
| | + | | [[Oracle Primavera P6 Columns Available to OnePager for Version 7.1 | Oracle Primavera P6 Columns Available to OnePager]] 29.1.1-71 |
| | + | |} |
| | | | |
| − | 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.
| + | {| class="wikitable" |
| | + | | [[Gallery of Task Bar Shapes for Version 7.1 | Gallery of Task Bar Shapes]] 29.2.2-71 |
| | + | | [[Gallery of Gradient and Hash Fill Patterns for Version 7.1 | Gallery of Gradient and Hash Fill Patterns]] 29.2.1-71 |
| | + | | [[Gallery of Dynamic Shapes and Emoji Symbols for Version 7.1 | Gallery of Dynamic Shapes and Emoji Symbols]] 29.3.1-71 |
| | + | | [[Gallery of Standard Color Palettes for Version 7.1 | Gallery of Standard Color Palettes]] 29.4.1-71 |
| | + | |} |
| | | | |
| − | 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''' field dropdown contains only '''Boolean and numeric''' fields from Oracle Primavera P6 '''XER Formatted source plans'''. There is no dropdown for '''Critical''' dropdown window for '''XML Formatted source plans'''.
| + | {| class="wikitable" |
| | + | | [[Intellectual Property for Version 7.1 | Intellectual Property]] 27.0.1-71 |
| | + | |} |
| | | | |
| − | The dropdown lists in the '''Date Mappings''' control group contain only Oracle Primavera P6 '''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 which are shown below for Oracle Primavera P6 '''XML''' and '''XER Formatted source plans''':
| + | {| class="wikitable" |
| − | | + | | [[Testing Article1]] |
| − | <center>'''OnePager choices Form Page 2 for XML Formatted Source Plans'''</center>
| + | | [[TEMPxx1]] |
| − | <center>[[File:P71-24_2_2-71-(9)-12232021.png]]</center>
| + | | [[TEMPyy2]] |
| − | <!--<center>P71-24_2_2-71-(9)-12232021.png</center>-->
| + | | [[TEMPzz3]] |
| − | | + | |} |
| − | <center>'''OnePager choices Form Page 2 for XER Formatted Source Plans'''</center>
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| − | <center>[[File:P71-24_2_2-71-(9A)-12232021.png]]</center>
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| − | <!--<center>P71-24_2_2-71-(9A)-12232021.png</center>-->
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| − | | + | |
| − | For more information on the '''Field Mappings''' feature, please see this section in the article at: [[Field Mappings Tab for OnePager Pro for Version 7.1#Basic Mappings | Field Mappings Tab for OnePager Pro - Basic Mappings]] <!--21.15.1-71--> [[Field Mappings Tab for Primavera P6 Source Plans in OnePager Version 7.1#Basic Mappings | Field Mappings Tab for Primavera P6 Source Plans in OnePager - Basic Mappings]] <!--21.18.1-71-->
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| − | | + | |
| − | ===Task Bar/Milestone Symbol Identity Mapping===
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| − | The '''Task/Milestone Identity Mapping''' control group lets you select an Oracle Primavera P6 '''column''' that can be used to '''uniquely identifies each task bar'''. '''Uniquely identifying each activity 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 Oracle Primavera P6 '''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.
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| − | | + | |
| − | For '''source plans''' that are Oracle Primavera P6 '''XML''' and '''XER Formatted source plans''', the default mapping is to the Oracle Primavera P6 '''Object ID''' 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'''.
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| − | | + | |
| − | To map an alternate '''Unique Id''' field, use the dropdown menu shown in the illustration below:
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| − | | + | |
| − | <center>[[File:P71-24_2_2-71-(10)-12232021.png]]</center>
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| − | <!--<center>P71-24_2_2-71-(10)-12232021.png</center>-->
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| − | | + | |
| − | When changing to an alternate '''Unique Id''' field, OnePager will display a warning message as follows:
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| − | | + | |
| − | <center>[[File:P71-24_2_2-71-(11)-12232021.png]]</center>
| + | |
| − | <!--<center>P71-24_2_2-71-(11)-12232021.png</center>-->
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| − | | + | |
| − | For more information on the '''Task/Milestone Identity Mapping''' feature, please see this section in the article at: [[Field Mappings Tab for Primavera P6 Source Plans in OnePager Version 7.1#Task/Milestone Identity Mapping | Field Mappings Tab for Primavera P6 Source Plans in OnePager Version 7.1 - Task/Milestone Identity Mapping]] <!--21.18.1-71-->
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| − | | + | |
| − | ===Field Splitting Feature===
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| − | | + | |
| − | 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'''.
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| − | | + | |
| − | For more information on '''Splitting and Parsing Columns'''. please see the article at: [[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.1 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] <!--24.5.2-71-->
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| − | | + | |
| − | ==Related Links==
| + | |
| − | | + | |
| − | [[Core Concepts for OnePager 7.1 (Portal) | Core Concepts (Portal)]] <!--4.0.1-71-->
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| − | | + | |
| − | [[Templates versus Charts for Version 7.1 | Templates versus Charts]] <!--4.0.1.3-71--> | + | |
| − | | + | |
| − | [[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-71-->
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| − | | + | |
| − | [[Creating Various Multi-Project Charts with OnePager for Version 7.1 (Portal) | Creating Various Multi-Project Charts with OnePager (Portal)]] <!--8.0.1-71--> | + | |
| − | | + | |
| − | [[Creating and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-71-->
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| − | | + | |
| − | [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.1 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-71--> | + | |
| − | | + | |
| − | [[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-71-->
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| − | | + | |
| − | [[Field Mappings Tab for OnePager Pro for Version 7.1 | Field Mappings Tab for OnePager Pro]] <!--21.15.1-71-->
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| − | | + | |
| − | [[Field Mappings Tab for OnePager Express for Version 7.1 | Field Mappings Tab for OnePager Express]] <!--21.16.1-71-->
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| − | | + | |
| − | [[Field Mappings Tab for Primavera P6 Source Plans in OnePager Version 7.1 | Field Mappings Tab for Primavera P6 Source Plans in OnePager]] <!--21.18.1-71-->
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| − | | + | |
| − | [[Field Mappings Tab for Smartsheet in OnePager Version 7.1 | Field Mappings Tab for Smartsheet in OnePager]] <!--21.19.1-71-->
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| − | | + | |
| − | [[Modifying the Time Axis for Version 7.1 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-71-->
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| − | | + | |
| − | [[Template Only Features for OnePager Pro for Version 7.1 | Template Only Features for OnePager Pro]] <!--24.1.1-71-->
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| − | | + | |
| − | [[Template Only Features for OnePager Express for Version 7.1 | Template Only Features for OnePager Express]] <!--24.2.1-71-->
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| − | | + | |
| − | [[Template Only Features for Smartsheet Source Plans in OnePager Version 7.1 | Template Only Features for Smartsheet Source Plans in OnePager]] <!--24.2.3-71-->
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| − | | + | |
| − | [[Using Enterprise Custom Fields for Microsoft Project Server/Project Online for Version 7.1 | Using Enterprise Custom Fields for Microsoft Project Server/Project Online]] <!--24.3.1-71-->
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| − | | + | |
| − | [[Splitting and Parsing Columns for OnePager Pro for Version 7.1 | Splitting and Parsing Fields-OnePager Pro]] <!--24.4.1-71-->
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| − | | + | |
| − | [[Splitting and Parsing Columns for OnePager Express for Version 7.1 | Splitting and Parsing Fields-OnePager Express]] <!--24.5.1-71-->
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| − | | + | |
| − | [[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.1 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] <!--24.5.2-71-->
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| − | | + | |
| − | [[Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.1 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] <!--24.5.3-71-->
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| − | | + | |
| − | [[Oracle Primavera P6 Columns Available to OnePager for Version 7.1 | Oracle Primavera P6 Columns Available to OnePager]] <!--29.1.1-71-->
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| − | (24.2.2-71) | + | (0.04-72) |
| | | | |
| − | [[Category:Version 7.1]] | + | [[Category:Version 7.2]] |
| − | [[Category:Editing the Chart]] | + | [[Category:OnePager Pro]] |
| − | [[Category:OnePager Choices Form]] | + | [[Category:OnePager Express]] |
| − | [[Category:Conditional Formatting]]
| + | |
| − | [[Category:Task/Milestone Editing]]
| + | |
| − | [[Category:Charts]]
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| − | [[Category:Time Axis]]
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| − | [[Category:Task Links]]
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| − | [[Category:Enterprise Integration]]
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| − | [[Category:Ribbon]]
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| − | [[Category:Snapshots]]
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| − | [[Category:Template Properties Form]]
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| − | [[Category:Unique ID]]
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| − | [[Category:Templates Versus Charts]]
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| − | [[Category:Chart Properties Form]]
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| − | [[Category:Oracle Primavera P6]]
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| | [[Category:OnePager Bundle]] | | [[Category:OnePager Bundle]] |
