Difference between pages "Creating New, Retrieving Existing, Saving, and Saving As for OnePager Live" and "Creating and Editing Rows and Swimlanes for Version 7.2 (Portal)"

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(→‎Editing Rows and Swimlanes Using Right-Click Context Menu Commands)
 
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==Creating New, Retrieving Existing, Saving, and Saving A==
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==Introduction to Creating and Editing Rows and Swimlanes in OnePager==
  
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23.1.1-OPL Not Edited Beyond this Point.
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This article series describes OnePager’s '''Creating and Editing for Rows and Swimlanes''' features. Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.
  
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This article provides links to articles which cover the main topics.  Please use the links in the sections below as they apply to the operations you want to perform.
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==About Creating and Editing Rows and Swimlanes==
  
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==Creating a NEW Project View with OnePager Live==
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'''Rows and swimlanes''' are a feature of OnePager that help you to '''group, collect, and sort''' project tasks and milestones dynamically based on your underlying project data. These articles cover how to create '''rows and swimlanes''' in your charts and perform '''manual edits''' on the properties of '''rows and swimlanes'''. The articles in this series provide '''overview''' and '''detailed instructions''' on how to use the new OnePager '''Multiple Swimlanes Levels Feature'''.
  
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{| class="wikitable"
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Most '''row and swimlane''' '''editing''' is done globally, so you should also read the [[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-71 articles to familiarize yourself with some of the more common '''row and swimlane''' features.
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| [[Creating a NEW Project View - OnePager LIve for OnePager Live | Creating a NEW Project View - OnePager Live]]  7.1.1-OPL
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|-
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| [[Creating a NEW Project View from Microsoft Project Server/Online for OnePager Live | Creating a NEW Project View from Microsoft Project Server/Online]] 7.13.1-OPL
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|}
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==Creating Another New Project View with OnePager Live==
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'''Manual editing''' of '''row and swimlane''' properties is done in the '''Chart Editor''' using the capabilities documented in the link sub-section.
  
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{| class="wikitable"
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==Creating a Chart with Rows and Swimlanes==
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| [[Creating Another New Project View - OnePager Live for OnePager Live | Creating Another New Project View - OnePager LIve]]  7.3.1-OPL
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|}
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==Opening an EXISTING Project View with OnePager Live==
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All editions of OnePager are distributed with a number of '''Templates Properties''' forms that can be used to create various chart '''looks'''.  Many of these '''Templates Properties''' forms already have '''swimlanes''' defined. 
  
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{| class="wikitable"
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See the article at: [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71 for more information.
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| [[Opening an EXISTING Project View - OnePager Live for OnePager Live | Opening an EXISTING Project View - OnePager LIve]] 7.5.1-OPL
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|}
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==ADDING a Snapshot with OnePager Live==
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Our recommendation for first time users of OnePager is to create your first chart with the format specified by the current '''Template Properties''' form.  Once the chart is created, you have the capability to make '''edits''' including designating which '''source plan''' column/field should be used to control the creation of '''rows and swimlanes'''. For the purpose of this article series, we assume that you have created a chart without any visible '''rows or swimlanes''' and that you desire to organize your chart into '''swimlanes''' and provide at least one '''text column''' per '''row''' in the chart to display '''source plan''' information. 
  
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{| class="wikitable"
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Please review the '''Getting Started''' article series which cover all '''source plan''' types at: [[Getting Started with Version 7.2 (Portal) | Getting Started (Portal)]] 3.0.0-72 to see the creation of a chart with a '''swimlane'''.
−
| [[ADDING a Snapshot - OnePager Live for OnePager Live | ADDING a Snapshot - OnePager Live]] 7.7.1-OPL
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|-
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| [[ADDING a Snapshot from Microsoft Project Server/Online for OnePager Live | ADDING a Snapshot from Microsoft Project Server/Online]] 7.15.1-OPL
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|}
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==REPLACING a Snapshot with OnePager Live==
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For a quick overview of OnePager's '''rows and swimlanes''' feature, please see the article at:  [[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] 4.0.1.5-72
  
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{| class="wikitable"
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==Links to Detailed Articles on Creating and Editing Rows and Swimlanes==
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| [[REPLACING a Snapshot - OnePager Live for OnePager Live | REPLACING a Snapshot - OnePager Live]] 7.9.1-OPL
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|-
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| [[REPLACING a Snapshot with Microsoft Project Server/Online for OnePager Live | REPLACING a Snapshot with Microsoft Project Server/Online]] 7.14.1-OPL
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|-
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| [[Custom Update (Replacing) of a Snapshot with Microsoft Project Server/Online for OnePager Live | Custom Update (Replacing) of a Snapshot with Microsoft Project Server/Online]] 7.16.1-OPL
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|}
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==Using the OnePager Live Data Tab's Select file(s) Button==
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Add  editions of OnePager support the '''multiple swimlane levels''' feature. A Gantt chart with '''multiple swimlane levels''' and '''multiple text columns''' is shown here:
  
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{| class="wikitable"
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<center>[[File:P70-12_0_1-(1)-06092020.png]]</center>
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| [[Using the OnePager Live Data Tab's Selected file(s) Button for OnePager Live | Using the OnePager Live Data Tab's Selected file(s) Button]] 7.17.1-OPL
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<!--<center>P70-12_0_1-(1)-06092020.png</center>-->
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|}
+
  
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==Merging the Wrong Tasks into OnePager Live==
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In the illustration above, the first three columns in the chart are the '''three multiple swimlane levels''' and the two columns to their right are two '''text columns'''. Timeline layout charts where multiple '''source plan''' tasks are placed in a single chart '''row''' can also have '''multiple swimlane levels''' and '''text columns'''. A description of this new feature and an '''overview''' of its operations and controls are provided in the first two articles at the links below. Our recommendation for new OnePager users is that you read the two articles in the table of links below to become familiar with the '''multiple swimlane levels''' concepts and the forms and controls available before using '''multiple swimlane levels''' to construct new charts. Experienced OnePager users are advised to review the first article and familiarize yourselves with the new organization and layout of the enhanced forms and controls contained in the second article below:
  
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In addition, it is recommended that users review the following articles related to merging new tasks from Microsoft Project and Microsoft Excel into existing project views for OnePager Live:
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<center>
 +
===Overview and Summary Articles===
 +
</center>
  
 +
The articles listed in the tables below describe OnePager’s '''Multiple Swimlane Level''' feature.  Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.
 +
 +
<center>
 
{| class="wikitable"
 
{| class="wikitable"
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| [[Merging the Wrong Tasks into a Project View from Microsoft Project for OnePager Live | Merging the Wrong Tasks into a Project View from Microsoft Project]] 7.11.1-OPL
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| [[About OnePager's Rows and Swimlanes for Version 7.2 | About OnePager's Rows and Swimlanes]] 12.0.2-72
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| [[Merging the Wrong Tasks into a Project View from Microsoft Excel for OnePager Live | Merging the Wrong Tasks into a Project View from Microsoft Excel]] 7.12.1-OPL
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|-
 +
| [[Using the Multiple Swimlane Levels Feature - Overview for Version 7.2 | Using the Multiple Swimlane Levels Feature - Overview]] 12.0.3-72
 
|}
 
|}
 +
</center>
  
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<!-- There are probably potential workflows related to interfacing OPL with OPP/OPX Desktop and Add-in-->
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The articles in the tables of links below provide detailed information on '''creating and editing rows and multiple swimlane levels''' for OnePager:
  
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==Saving a Project View (Save)==
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<center>
  
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When a project view is created, opened, or updated, as with other Windows applications, the project view can be saved in several ways:
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===Creating, Formatting, and Editing Rows and Swimlanes with the Chart Properties Form===
 +
</center>
  
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1) Above the OnePager tool bar and ribbon is a '''Save''' icon as shown below. When this icon is clicked, OnePager will automatically '''save''' the open project view in the '''.TAM''' file you named when the project view was first created (NEW).   If the project view has not yet been '''saved''', then you will be prompted to create a '''.TAM''' file name for it.
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<center>
 +
{| class="wikitable"
 +
| [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.2 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] 12.01.1-72
 +
|-
 +
| [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.2 | Creating, Formatting, and Sorting Swimlanes Levels]] 12.02.1-72
 +
|-
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| [[Creating and Formatting Text Columns for Version 7.2 | Creating and Formatting Text Columns]] 12.03.1-72
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|-
 +
| [[Using Microsoft Project Alias Column Names in OnePager Text Column Headings for Version 7.2 | Using Microsoft Project Alias Column Names in OnePager Text Column Headings]] 12.06.1-72
 +
|-
 +
| [[Row and Swimlane Borders for Version 7.2 | Row and Swimlane Borders]] 12.04.1-72
 +
|-
 +
| [[Automatically Hiding Empty Rows for OnePager for Version 7.2 | Automatically Hiding Empty Rows for OnePager]] 12.05.1-72
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|-
 +
| [[Snapshot-Dependent Text Columns for OnePager for Version 7.2 | Snapshot-Dependent Text Columns for OnePager]] 12.4.1-72
 +
|}
 +
</center>
  
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<center>[[File:P53-23_1_1-53-(7)-10052016.png]]</center>
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<center>
  
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2) A second way to '''save'' an open project view is to click the '''File''' tab as shown below.  When the '''File''' tab is displayed, click the '''Save''' tab and the open project view will be saved:
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===Manual Editing of Rows and Swimlanes in the Chart Editor===
 +
</center>
  
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<center>[[File:P53-23_1_1-53-(16)-10052016.png]]</center>
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<center>
 +
{| class="wikitable"
 +
| [[Resizing the Width of Text Columns and Swimlanes for Version 7.2 | Resizing the Width of Text Columns and Swimlanes]] 12.8.1-72
 +
|-
 +
| [[Moving Rows for Version 7.2 | Moving Rows]] 12.9.1-72
 +
|-
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| [[Moving Swimlanes for Version 7.2 | Moving Swimlanes]] 12.10.1-72
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|-
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| [[Resizing the Height of Rows for Version 7.2 | Resizing the Height of Rows]] 12.11.1-72
 +
|-
 +
| [[Resizing the Height of Swimlanes for Version 7.2 | Resizing the Height of Swimlanes]] 12.12.1-72
 +
|-
 +
| [[Manually Hiding and Unhiding Swimlane Levels for Version 7.2 | Manually Hiding and Unhiding Swimlane Levels]] 12.5.1-72
 +
|}
 +
</center>
  
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3) A third way to cause the project view to be '''saved''' is to click the '''Close''' tab shown above which is the typical Windows method for closing the application.  If no changes were made to the open project view, the application will be closed without saving.  However, if changes were made to the project view during the session, a '''Chronicle Graphics message''' form is displayed giving you the option to save the project view:
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<center>
  
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<center>[[File:P53-23_1_1-53-(17)-10052016.png]]</center>
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===Editing Rows and Swimlanes Using Right-Click Context Menu Commands===
 +
</center>
  
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4) Finally, you can always force the saving of the project view if changes were made by clicking the white '''X''' in the upper right corner of the screen. Again, if no changes were made the application will close. If changes were made to the project view, the above '''Chronicle Graphics message''' will be displayed with the options shown.
+
<center>
 +
{| class="wikitable"
 +
| [[Editing Text Columns or Swimlane Labels for Version 7.2 | Editing Text Columns or Swimlane Labels]] 12.3.1-72
 +
|-
 +
| [[Hiding and Unhiding Rows and Swimlanes for Version 7.2 | Hiding and Unhiding Rows and Swimlanes]] 12.13.1-72
 +
|-
 +
| [[Adding a Row or Swimlane for Version 7.2 | Adding a Row or Swimlane]] 12.16.1-72
 +
|-
 +
| [[Splitting Swimlanes for Version 7.2 | Splitting Swimlanes]] 12.17.1-72
 +
|-
 +
| [[Grouping Rows into Swimlanes for Version 7.2 | Grouping Rows into Swimlanes]] 12.18.1-72
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|-
 +
| [[Adding a Row to a Swimlane for Version 7.2 | Adding a Row to a Swimlane]] 12.19.1-72
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|-
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| [[Making Each Row into a Swimlane for Version 7.2 | Making Each Row into a Swimlane]] 12.20.1-72
 +
|-
 +
| [[Merging Swimlanes for Version 7.2 | Merging Swimlanes]] 12.21.1-72
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|-
 +
| [[Editing Row Properties for Version 7.1 | Editing Row Properties]] 12.22.1-71
 +
|-
 +
| [[Editing Swimlane Properties for Version 7.1 | Editing Swimlane Properties]] 12.23.1-71
 +
|-
 +
|}
 +
</center>
  
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==Saving a Project View to a New .TAM File (Save As)==
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<center>
  
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At some point, you may want to create one or more additional project views that show the same imported data in a different way. For example, you may want to assign '''colors''' based on a different column. Or you may want to show '''critical path segments''' in one project view and not in another.
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===Zebra Striping Rows and Swimlanes===
 +
</center>
  
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'''Please note''' Saving a project view as a new '''.TAM''' file is '''not the same as creating a template'''. Please review the articles involving Templates using this link: [[Managing Templates for Version 5.3 (Portal) | Managing Templates (Portal)]].
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<center>
 +
{| class="wikitable"
 +
| [[Zebra Striping for Rows and Swimlanes for OnePager for Version 7.1 | Zebra Striping for Rows and Swimlanes for OnePager]] 12.24.1-71
 +
|}
 +
</center>
  
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1) To create a new project view name and '''.TAM''' file from an existing one, go to the ribbon, click the '''File''' button, and then click the '''Save as…''' command. This brings up the '''Save As project view''' form as shown below:
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==Related Links==
  
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<center>[[File:P53-23_1_1-53-(9)-10052016.png]]</center>
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[[Getting Started with Version 7.2 (Portal) | Getting Started (Portal)]] 3.0.0-72
  
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2) Whenever you launch OnePager again and want to '''OPEN''' this file, it can be found by clicking the '''OPEN''' button in the '''OnePager Pro Start''' form, then clicking '''BROWSE FILES''' button and looking up the file in the Windows '''Open''' form as shown below:
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[[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] 4.0.1.5-72
  
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<center>[[File:P53-23_1_1-53-(18)-10052016.png]]</center>
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[[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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3) Selecting the file with a single left click and then clicking the '''Open''' button will load the file.
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[[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
  
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(23.1.1-OPL)
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(12.0.1-72)
  
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[[Category:OnePager Live]]
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[[Category:Version 7.2]]
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[[Category:Basic Workflows for OnePager Live]]
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[[Category:Charts]]
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[[Category:Editing a Project View for OnePager Live]]
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[[Category:Template Properties Form]]
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[[Category:OnePager Choices Form]]
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[[Category:Chart Properties Form]]
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[[Category:Data Management]]
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[[Category:OnePager .TAM Files]]
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[[Category:OnePager - Tool Bar]]
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[[Category:Importing]]
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[[Category:Task/Milestone Editing for OnePager Live]]
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[[Category:Sharing Output]]
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[[Category:Ribbon]]
 
[[Category:Ribbon]]
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[[Category:Editing a Chart]]
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[[Category:OnePager - Tool Bar]]
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[[Category:Task/Milestone Editing]]
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[[Category:Rows and Swimlanes]]
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[[Category:Multiple Swimlane Levels]]
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[[Category:Labels]]
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[[Category:Text Columns]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
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[[Category:Project Views]]
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[[Category:Snapshot Dependent/Independent]]
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[[Category:Templates]]
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[[Category:Row Stripes]]
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[[Category:Project-View Properties Form]]
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[[Category:Swimlane Stripes]]
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[[Category:Mavericks]]
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[[Category:OnePager Pro]]
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[[Category:OnePager Express]]
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[[Category:OnePager Bundle]]

Revision as of 17:29, 23 May 2022

Introduction to Creating and Editing Rows and Swimlanes in OnePager

This article series describes OnePager’s Creating and Editing for Rows and Swimlanes features. Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.

About Creating and Editing Rows and Swimlanes

Rows and swimlanes are a feature of OnePager that help you to group, collect, and sort project tasks and milestones dynamically based on your underlying project data. These articles cover how to create rows and swimlanes in your charts and perform manual edits on the properties of rows and swimlanes. The articles in this series provide overview and detailed instructions on how to use the new OnePager Multiple Swimlanes Levels Feature.

Most row and swimlane editing is done globally, so you should also read the Editing with the Chart Properties form (Portal) 21.0.1-71 articles to familiarize yourself with some of the more common row and swimlane features.

Manual editing of row and swimlane properties is done in the Chart Editor using the capabilities documented in the link sub-section.

Creating a Chart with Rows and Swimlanes

All editions of OnePager are distributed with a number of Templates Properties forms that can be used to create various chart looks. Many of these Templates Properties forms already have swimlanes defined.

See the article at: Managing Templates (Portal) 24.0.1-71 for more information.

Our recommendation for first time users of OnePager is to create your first chart with the format specified by the current Template Properties form. Once the chart is created, you have the capability to make edits including designating which source plan column/field should be used to control the creation of rows and swimlanes. For the purpose of this article series, we assume that you have created a chart without any visible rows or swimlanes and that you desire to organize your chart into swimlanes and provide at least one text column per row in the chart to display source plan information.

Please review the Getting Started article series which cover all source plan types at: Getting Started (Portal) 3.0.0-72 to see the creation of a chart with a swimlane.

For a quick overview of OnePager's rows and swimlanes feature, please see the article at: Using Rows and Swimlanes 4.0.1.5-72

Links to Detailed Articles on Creating and Editing Rows and Swimlanes

Add editions of OnePager support the multiple swimlane levels feature. A Gantt chart with multiple swimlane levels and multiple text columns is shown here:

P70-12 0 1-(1)-06092020.png

In the illustration above, the first three columns in the chart are the three multiple swimlane levels and the two columns to their right are two text columns. Timeline layout charts where multiple source plan tasks are placed in a single chart row can also have multiple swimlane levels and text columns. A description of this new feature and an overview of its operations and controls are provided in the first two articles at the links below. Our recommendation for new OnePager users is that you read the two articles in the table of links below to become familiar with the multiple swimlane levels concepts and the forms and controls available before using multiple swimlane levels to construct new charts. Experienced OnePager users are advised to review the first article and familiarize yourselves with the new organization and layout of the enhanced forms and controls contained in the second article below:

Overview and Summary Articles

The articles listed in the tables below describe OnePager’s Multiple Swimlane Level feature. Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.

About OnePager's Rows and Swimlanes 12.0.2-72
Using the Multiple Swimlane Levels Feature - Overview 12.0.3-72

The articles in the tables of links below provide detailed information on creating and editing rows and multiple swimlane levels for OnePager:

Creating, Formatting, and Editing Rows and Swimlanes with the Chart Properties Form

Collecting, Formatting, and Sorting Task/Milestones into Rows 12.01.1-72
Creating, Formatting, and Sorting Swimlanes Levels 12.02.1-72
Creating and Formatting Text Columns 12.03.1-72
Using Microsoft Project Alias Column Names in OnePager Text Column Headings 12.06.1-72
Row and Swimlane Borders 12.04.1-72
Automatically Hiding Empty Rows for OnePager 12.05.1-72
Snapshot-Dependent Text Columns for OnePager 12.4.1-72

Manual Editing of Rows and Swimlanes in the Chart Editor

Resizing the Width of Text Columns and Swimlanes 12.8.1-72
Moving Rows 12.9.1-72
Moving Swimlanes 12.10.1-72
Resizing the Height of Rows 12.11.1-72
Resizing the Height of Swimlanes 12.12.1-72
Manually Hiding and Unhiding Swimlane Levels 12.5.1-72

Editing Rows and Swimlanes Using Right-Click Context Menu Commands

Editing Text Columns or Swimlane Labels 12.3.1-72
Hiding and Unhiding Rows and Swimlanes 12.13.1-72
Adding a Row or Swimlane 12.16.1-72
Splitting Swimlanes 12.17.1-72
Grouping Rows into Swimlanes 12.18.1-72
Adding a Row to a Swimlane 12.19.1-72
Making Each Row into a Swimlane 12.20.1-72
Merging Swimlanes 12.21.1-72
Editing Row Properties 12.22.1-71
Editing Swimlane Properties 12.23.1-71

Zebra Striping Rows and Swimlanes

Zebra Striping for Rows and Swimlanes for OnePager 12.24.1-71

Related Links

Getting Started (Portal) 3.0.0-72

Using Rows and Swimlanes 4.0.1.5-72

Editing with the Chart Properties form (Portal) 21.0.1-71

Managing Templates (Portal) 24.0.1-71

(12.0.1-72)

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