Difference between revisions of "TEMP72A"

From OnePager Documentation
Jump to: navigation, search
Line 1: Line 1:
−
==Overview==
+
==About Template Properties Forms for Planner==
  
−
Illustrations used in this article are from a Planner '''source plan''' where the original project scheduling data were uploaded to Planner from a Microsoft Excel '''source plan''' using the OnePager Bundle edition.
+
OnePager Bundle is distributed with a set of '''Template Properties''' forms for Planner.  The set of '''Template Properties''' forms is subdivided into '''English''' and '''Metric''' sub-sets as described below.
  
−
==What Is Unlimited Field Mapping?==
+
==About Template Properties Form Only Features==
  
−
The '''Unlimited Field Mapping''' feature lets you use a '''source  plan column''' that is not already available to you in the '''Chart Editor'''.  The feature allows you to avoid going back to the '''Template Properties''' form to map additional columns for the specific '''purposes''' you need without having to recreate a new chart.  Having to recreate a new chart is cumbersome and inefficient, especially if you already invested time '''editing''' the original chart before you realized that you needed another '''source plan''' column.
+
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 '''Unlimited Field Mapping''' ('''UFM''') feature is a vastly more efficient way to bring additional '''source plan''' columns into the '''Chart Editor''' after you've created and '''edited''' your chart.  With '''UFM''', the '''Chart Editor''' can access all '''source plan columns'''.
+
For more information on '''Template Properties''' and '''Chart Properties''' forms, please see the articles at:
  
−
'''Field Mapping''' is defined as the '''use''' of a '''source plan''' column for a particular OnePager '''purpose'''. There are more than twenty-five (25) OnePager '''purposes''' from '''Baseline Finish Date''' to '''Unique task bar/milestone symbol identifier'''. You can easily refer back to your '''source plan''' and access changed '''columns''' from the '''Chart Editor'''.
+
<center>
 +
{| class="wikitable"
 +
| [[Core Concepts for OnePager 7.2 (Portal) | Core Concepts (Portal)]] <!--4.0.1-72-->
 +
|-
 +
| [[Templates versus Charts for Version 7.2 | Templates versus Charts]] <!--4.0.1.3-72-->
 +
|}
 +
</center>
  
−
For example, you can populate a '''Text column''' in your Planner '''source plan''' and then use that '''column''' to present data in a '''Text Column''' after the chart is first created.  Further, OnePager gives you a more efficient way to change the '''field mapping''' for eight (8) of the most frequently used OnePager '''presentation purposes'''. 
+
You should familiarize yourself with the '''Chart Properties''' form before reading this article.   
  
−
For more information on '''Field Mapping''', please see the '''Frequently Asked Questions topics''' at:
+
For more information on the '''Chart Properties''' form, please see the article at:  
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [https://www.onepager.com/support/faq-category.php?cid=19 Field Mapping]
+
| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-72-->
 
|}
 
|}
 
</center>
 
</center>
  
−
==The Field Mapping Tab==
+
==A Few Words On Template Properties Forms==
  
−
Since the '''Unlimited Field Mapping''' feature allows you to access '''all columns''' from Planner '''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.
+
===Permanent Template Properties Forms===
  
−
The '''Field Mapping''' tab focuses on common OnePager '''purposes''' that users can map to Planner 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 '''appear both on the '''Field Mapping''' tab and on the '''Task Bars''' and '''Milestones''' tabs.  For Planner '''source plans''' there are eight (8) '''purposes''' named in the '''Field Mappings''' tab: (1) '''Percent-complete''', (2) '''Critical-path segments''', (3) '''Task label''', (4) '''Start date''', (5) '''Finish date''', (6) '''Baseline start date''', (7) '''Baseline finish date''', (8) '''Deadline date'''.
+
Chronicle Graphics, Inc. ships/distributes OnePager with one pre-defined '''permanent Template Properties''' forms for Planner 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 '''Field Mappings''' tab for the '''Chart Properties''' form is shown below:
+
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'''.
  
−
<center>[[File:P72-21_20_1-72-(1)-09182023.png]]</center>
+
===Metric Versus Non-Metric===
−
<!--<center>P72-21_20_1-72-(1)-09182023.png</center>-->
+
  
−
For more information on the '''Unlimited Column Mapping''' feature, please see the article at:  
+
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.
 +
 
 +
<center>[[File:P72-24_2_5-72-(1-2)-10032023.png]]</center>
 +
<!--<center>P72-24_2_5-72-(1-2)-10032023.png</center>-->
 +
 
 +
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 and frames properties''' button shown here:
 +
 
 +
<center>[[File:P72-24_2_5-72-(2A)-09292023.png]]</center>
 +
<!--<center>P72-24_2_5-72-(2A)-09292023.png</center>-->
 +
 
 +
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:  
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Unlimited Field Mapping for OnePager 7.2 | Unlimited Field Mapping]] <!--7.19.1-72-->
+
| [[Row and Swimlane Borders for Version 7.2 | Row and Swimlane Borders]] <!--12.04.1-72-->
 
|}
 
|}
 
</center>
 
</center>
  
−
===Special Considerations for the Task/Milestone Identity Mapping Feature===
+
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 Planner '''source plan'''.
  
−
The '''Field Mappings''' tab shows the Planner '''column''' currently being used for the '''Task/Milestone Identity Mapping''' feature.  In the '''Chart Properties''' form, the '''Task/Milestone Identity Mapping''' is '''disabled''' but tells you which Planner '''column''' is being used.  The '''Task/Milestone Identity Mapping''' column being used is specified in the '''Template Properties''' form 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''' field causes task bars to be '''omitted''' and/or '''misidentified''' later on when you are doing '''updates''' of the chart.
+
==Template Properties Form's Time Axis Tab==
  
−
For Planner '''source plans''' the convention is to use the '''Task ID''' column for this purpose.  The '''Task ID''' column is a '''virtual''' column generated by OnePager when the Planner '''source plan''' is '''imported'''.  OnePager assures that each Planner row entry has a unique value for '''Task ID.  For this reason '''Template Properties''' forms distributed with OnePager for Planner have the '''Unique Id''' control preset to '''Task ID'''.
+
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.  
  
−
===Special Considerations for the Field Splitting Feature===
+
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:.
  
−
OnePager continues to support '''Field Splitting''' with the control on the '''Field Mappings''' tab in the '''Template Properties''' form and '''Chart Properties''' forms.   '''Field Splitting''' can be performed on any '''source plan string type''' field with '''comma-separated''' components imported before the chart is created.  It cannot be changed once a chart is '''created''', though its value is shown in the '''Chart Properties''' form to remind you of the '''splitting''' that is active in the chart.
+
<center>[[File:P72-24_2_5-72-(1B-2)-10032023.png]]</center>
 +
<!--<center>P72-24_2_5-72-(1B-2)-10032023.png</center>-->
  
−
==Field Mappings==
+
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 
  
−
There are four (4) controls groups found on the '''Field Mappings''' tab.
+
<center>
 +
{| class="wikitable"
 +
| [[Modifying the Time Axis for Version 7.2 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-72-->
 +
|}
 +
</center>
  
−
===Basic Mappings===
+
==Template Properties Form's Rows/Swimlanes Tab==
  
−
Within the  '''Basic Mappings''' control group there are three (3) '''basic columns''' already established that can be remapped.   You can use any Planner column of the '''appropriate type''' corresponding to the '''Basic Mapping''' column named for the dropdown.   
+
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 '''Rows/Swimlanes''' tab also provides controls for '''creating''' and '''managing Conditional Formatting Rules''' for '''Swimlanes''' and '''Text Columns & Rows'''. The same intent is true for the '''Chart Properties''' form's '''Rows/Swimlanes''' tab.  The '''Rows/Swimlanes''' tab for the Planner '''Template Properties''' form is shown below:
  
−
The dropdown list for the '''Task label''' column is shown in the example below:  
+
<center>[[File:P72-24_2_5-72-(4-1)-10032023.png]]</center>
 +
<!--<center>P72-24_2_5-72-(4-1)-10032023.png</center>-->
  
−
<center>[[File:P72-21_20_1-72-(2)-09182023.png]]</center>
+
For more information on the '''Rows/Swimlanes''' tab, please see the articles at:  
−
<!--<center>P72-21_20_1-72-(2)-09182023.png</center>-->
+
  
−
Selecting a different Planner column from the dropdown list tells OnePager to go back to the Planner '''source plan''', retrieve the data for that column, and use that data for the purpose of the chart. This re-acquisition of Planner '''source plan data''' is done when you click '''Apply''' on the '''Chart Properties''' form which keeps the '''Chart Properties''' form visible or when you click '''OK''' which closes the '''Chart Properties''' form. The current chart is '''updated''' accordingly in the '''Chart Editor'''. The process for the other '''Basic Mapping''' columns for '''Critical-path segments''' and '''Task labels''' is the same as shown above for '''Percent complete'''.
+
<center>
 +
{| class="wikitable"
 +
| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-72-->
 +
|}
 +
</center>
  
−
===Date Mappings===
+
==Template Properties Form's Task Links Tab==
  
−
There are five (5) '''Date Mappings''' purposes in this control group that are available to be remapped.  You can use any Microsoft Excel '''date''' field that can be accessed in the individual dropdown lists as shown in the example below:
+
The '''Task Links''' tab in OnePager provides the capability to preset properties for '''Data-Driven''' and manual '''Task Links''' before a chart is created.
  
−
<center>[[File:P72-21_20_1-72-(3)-09182023.png]]</center>
+
<center>[[File:P72-24_2_5-72-(4A-1)-10032023.png]]</center>
−
<!--<center>P72-21_20_1-72-(3)-09182023.png</center>-->
+
<!--<center>P72-24_2_5-72-(4A-1)-10032023.png</center>-->
  
−
As with the selections in the '''Basic Mappings''' control group, selecting a different Planner columns from the dropdown list tells OnePager to go back to the Planner '''source plan''', retrieve the data for that column, and use that data for the designated the OnePager '''purpose''' in the chart.   This re-acquisition of Planner '''source plan data''' is done when you click '''Apply''' on the '''Chart Properties''' form which keeps the '''Chart Properties''' form visible or when you click '''OK''' which closes the '''Chart Properties''' form.  The current chart is '''updated''' accordingly in the '''Chart Editor'''.
+
Of importance is the '''Show task links''' checkbox in the '''Default Task-Link Formatting''' control group at the top of the form shown above. This checkbox acts as a '''Master Switch''' enabling the '''Task Links''' feature in OnePager.
  
−
==Task/Milestone Identity Mapping==
+
The '''Import predecessors''' checkbox is unchecked or '''OFF''' in OnePager Bundle distributed '''Template Properties''' forms.  This avoids an initial cluttering of the chart if there are a large number of '''dependencies imported''' from the Planner '''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.
  
−
===Task/Milestone Identity Mapping for Planner===
+
For more information on the '''Chart Properties''' form's '''Task Links''' tab, please see the article at:
  
−
In the '''Chart Properties''' form, this control group is  informational.   The control group is '''disabled''' in the '''Chart Properties''' form but the '''Unique Id''' window shows the setting previously or currently set in the '''Template Properties''' form’s '''Field Mappings''' tab. As such, the window is for information purposes only and cannot be changed.
+
<center>
 +
{| class="wikitable"
 +
| [[Editing Task Links with the Chart Properties Form for OnePager for Version 7.2 | Editing Task Links with the Chart Properties Form]] <!--19.3.1-72-->
 +
|}
 +
</center>
  
−
The '''Task/Milestone Identity Mapping''' control group is shown below:
+
==Template Properties Form's Advanced Template Tab==
  
−
<center>[[File:P72-21_20_1-72-(4)-09182023.png]]</center>
+
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.  
−
<!--<center>P72-21_20_1-72-(4)-09182023.png</center>-->
+
  
−
The '''Task ID''' column shows the Planner column that OnePager used when it first '''created''' the chart. This feature is provided to assist '''advanced''' OnePager users '''update''' charts that were '''created''' from '''source plans''' where portions of one Planner '''source plan''' were copied into another.   When OnePager '''updates''' a chart, it needs to identify each task and milestone that is being '''imported''' and find out if it already exists in chart.  This is how OnePager preserves the formatting of the task bars/milestone symbols and places them in the same row/swimlane where they resided before the '''update'''. 
+
<center>[[File:P72-24_2_5-72-(5-2)-10032023.png]]</center>
 +
<!--<center>P72-24_2_5-72-(5-2)-10032023.png</center>-->
  
−
You can control what values of '''Task ID''' appear in your Planner '''source plan''' when you copy data into that '''source plan'''.  As a result, Planner '''source plans''' that had data copied into them can have problems preserving OnePager's formatting and row/swimlane positioning.  To solve this problem, OnePager lets you define and use a substitute Planner '''source plan column''' as an alternative '''Unique Id''' for uniquely identifying tasks.  You are then responsible for guaranteeing that these column values are preserved when data is copied from one Planner '''source plan''' to another.  You are also responsible for making sure that there are '''no duplicate values''' in the field designated for this alternative '''Unique Id''' column usage.
+
===Lock Background Checkbox Not Available===
  
−
The alternate '''Task ID''' can be set in one of two places:
+
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'''.
  
−
:1) In the '''Template Properties''' form's '''Field Mappings''' tab and
+
===Default Snapshot Date===
  
−
:2) In the '''OnePager Choices''' form's second page by clicking the '''Edit current template...''' button.
+
For Planner the only available '''Default Snapshot Dates''' are the '''Last-modified date''' and the '''Current date''' since Planner does not provide any further information on '''project status''' for '''import''' into OnePager.
  
−
We strongly recommend that you set the alternate '''Task ID''' in the '''Template Properties''' form rather than with the '''OnePager Choices''' form because this ensures that all charts use a consistent alternative '''Task ID''' column.
+
===Configuring Multi-Project Imports===
  
−
===Reset Unique Ids On Update===
+
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. 
  
−
The '''Reset unique ids on update''' checkbox is '''disabled''' in the '''Advanced''' tab of the '''Chart Properties''' form and cannot be '''enabled'''. The '''disabled''' checkbox is provided in the form for consistency so that you see that it is there.  This feature can be '''enabled''' as a last resort under the situation where you are attempting to '''merge''' Planner '''source plans''' from different physical files into a single '''source plan''' where the Planner '''Task ID's''' do not match. 
+
Additional information is available on creating '''Multi-Project''' charts at:  
  
−
Contact OnePager '''Support''' for information on how to use this rarely-used feature by referring to the article at:  
+
<center>
 +
{| class="wikitable"
 +
| [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-72-->
 +
|-
 +
| [[Creating Various Multi-Project Charts with OnePager for Version 7.2 (Portal) | Creating Various Multi-Project Charts with OnePager (Portal)]] <!--8.0.1-72-->
 +
|}
 +
</center>
 +
<!--
 +
===Merge Tasks On Snapshot Replacement===
 +
 
 +
Checking this checkbox to '''ON''' puts any charts created with this '''Template Properties''' form into the '''Multi-File-Multi-Project Mode'''.  This mode is specifically designed to support users who want to create '''Multi-Project''' charts from several independent Microsoft Excel '''source plans'''.  It allows OnePager to recognize data as coming from more than one unique file and combine that into your OnePager chart, hence the '''merge''' reference.  This is an '''advanced feature''' and when used, OnePager needs you to create a '''Task ID''' column with '''uniquely numbered task bars and milestone symbols''' that can be '''imported''' from the various Microsoft Excel '''source plans'''.  This is necessary so that OnePager uniquely recognize each '''row''' in each separate file.
 +
 
 +
A simple example shows how this checkbox works.  Suppose that the first Microsoft Excel '''source plan''' contains tasks A, B, and C and that the second '''source plan''' contains tasks D, E, and F.  After making a new chart from the first '''source plan''', you open the second Microsoft Excel '''source plan''' and '''update''' the chart in '''Replace Snapshot''' mode.  If the checkbox is checked '''ON''', the chart now contains task shapes A, B, C, D, E, and F.  If the checkbox is not checked, or '''OFF''', the chart now contains only task shapes D, E, and F.  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.-->
 +
 
 +
===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 Planner '''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'''.
 +
 
 +
<center>[[File:P72-24_2_5-72-(7-1)-09292023.png]]</center>
 +
<!--<center>P72-24_2_5-72-(7-1)-09292023.png</center>-->
 +
 
 +
==Template Properties Form's Field Mappings Tab==
 +
 
 +
The new '''Field Mappings '''tab in the '''Template Properties''' form for Planner looks like this:
 +
 
 +
<center>[[File:P72-24_2_5-72-(6-1)-10032023.png]]</center>
 +
<!--<center>P72-24_2_5-72-(6-1)-10032023.png</center>-->
 +
 
 +
===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 Planner.  And the dropdown lists in the '''Date Mappings''' group contain only Planner 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:
 +
 
 +
<center>[[File:P72-24_2_5-72-(7A-1)-10032023.png]]</center>
 +
<!--<center>P72-24_2_5-72-(7A-1)-10032023.png</center>-->
 +
 
 +
For more detailed information on the '''Field Mappings''' feature, please see this section in the article at:
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Getting Support and Contacting OnePager for Version 7.2 | Getting Support and Contacting OnePager]] <!--30.0.1-72-->
+
| [[Field Mappings Tab for Planner in OnePager Version 7.2#Basic Mappings | Field Mappings Tab for Planner in OnePager - Basic Mappings]] 21.20.1-72A
 
|}
 
|}
 
</center>
 
</center>
  
−
For additional help, please go to the following link to the OnePager '''Frequently Asked Questions''' page: [https://www.onepager.com/support/faq.php?id=95 Selecting a Custom Unique ID].
+
===Task Bar/Milestone Symbol Identity Mapping===
  
−
If you encounter difficulties, contact our '''Support Team''' at [https://www.onepager.com/support/ticket.php support ticket], by [mailto:support@onepager.com e-mailing us], or by calling '''+1.303.779.0344'''.
+
The '''Task/Milestone Identity Mapping''' control group lets you select a Planner 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.
  
−
==Field Splitting==
+
For '''source plans''' that are Planner files, the default mapping is to the Planner '''Task ID''' column.  If you opt to change the '''Task ID''' 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 '''Task ID''' 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 '''Task ID''' field, use the dropdown menu shown in the illustration below:
  
−
As with the control group discussed previously, the '''Field Splitting''' control group is '''disabled''' but shows the Planner column currently set in the '''Template Properties''' form as the field participating in '''field splitting'''.   As such, the window is for information purposes only and cannot be changed.  For most OnePager distributed '''Template Properties''' forms for Planner, this window is blank.
+
<center>[[File:P72-24_2_5-72-(8-1)-10032023.png]]</center>
 +
<!--<center>P72-24_2_5-72-(8-1)-10032023.png</center>-->
  
−
The '''Field Splitting '''control group is shown below:
+
When  changing to an alternate '''Task ID''' column, OnePager displays a warning message as follows:
  
−
<center>[[File:P72-21_20_1-72-(5)-09182023.png]]</center>
+
<center>[[File:P72-24_2_5-72-(9-1)-10032023.png]]</center>
−
<!--<center>P72-21_20_1-72-(5)-09182023.png</center>-->
+
<!--<center>P72-24_2_5-72-(9-1)-10032023.png</center>-->
  
−
For more information on '''Splitting and parsing columns''', please see the articles at:  
+
For more information on the '''Task/Milestone Identity Mapping''' feature, please see this section in the article at:
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Splitting and Parsing Columns for Planner Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Planner Source Plans in OnePager]] 24.5.5-72A
+
| [[Field Mappings Tab for Planner in OnePager Version 7.2#Task/Milestone Identity Mapping | Field Mappings Tab for Planner in OnePager - Task/Milestone Identity Mapping]] 21.20.1-72A
 
|}
 
|}
 
</center>
 
</center>
  
−
==Related Links==
+
===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''', please see the article at: 
 +
 +
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [https://www.onepager.com/support/faq.php?id=95 Selecting a Custom Unique ID]
+
| [[Splitting and Parsing Columns for Planner Source Plans for Version 7.2 | Splitting and Parsing Columns for Planner Source Plans]] 24.5.5-72A
−
| [https://www.onepager.com/support/faq-category.php?cid=19 Field Mapping]
+
 
|}
 
|}
 +
</center>
 +
 +
==Related Links==
  
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Unlimited Field Mapping for OnePager 7.2 | Unlimited Column Mapping]] <!--7.19.1-72-->
+
| [[Core Concepts for OnePager 7.2 (Portal) | Core Concepts (Portal)]] <!--4.0.1-72-->
−
| [[Advanced Tab for OnePager for Version 7.2#Reset Unique Ids On Update | Advanced Tab for OnePager -Reset Unique Ids On Update]] <!--21.13.1-72-->
+
| [[Templates versus Charts for Version 7.2 | Templates versus Charts]] <!--4.0.1.3-72-->
−
|-
+
−
| [[Visualizing Changes between Snapshots for Version 7.2 | Visualizing Changes between Snapshots]] <!--23.4.3-72-->
+
−
| [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields-OnePager Pro]] <!--24.4.1-72-->
+
 
|-
 
|-
−
| [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields-OnePager Express]] <!--24.5.1-72-->
+
| [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-72-->
−
| [[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] <!--24.5.2-72-->
+
| [[Creating Various Multi-Project Charts with OnePager for Version 7.2 (Portal) | Creating Various Multi-Project Charts with OnePager (Portal)]] <!--8.0.1-72-->
 
|-
 
|-
−
| [[Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] <!--24.5.3-72-->
+
| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-72-->
−
| [[Splitting and Parsing Columns for Planner Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Planner Source Plans in OnePager]] 24.5.5-72A
+
| [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-72-->
 
|-
 
|-
−
| [[Splitting and Parsing Columns for Planisware Enterprise Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Planisware Enterprise in OnePager]] <!--24.5.7-72-->
+
| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-72-->
−
| [[Splitting and Parsing Columns for Project for the Asana in OnePager Version 7.2 | Splitting and Parsing Columns for Asana Source Plans in OnePager]] <!--24.5.9-72-->
+
| [[Planner Fields Available to OnePager for Version 7.2 | Planner Fields Available to OnePager]] 29.1.5-72A
−
|-
+
−
| [[Splitting and Parsing Columns for Wrike in OnePager Version 7.2 | Splitting and Parsing Columns for Wrike in OnePager]] <!--24.5.11-72-->
+
−
| [[Getting Support and Contacting OnePager for Version 7.2 | Getting Support and Contacting OnePager]] <!--30.0.1-72-->
+
 
|}
 
|}
  
−
(21.20.1-72A)
+
(24.2.5-72A)
  
 
[[Category:Version 7.2]]
 
[[Category:Version 7.2]]
−
[[Category:Unlimited Field Mapping]]
 
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 +
[[Category:OnePager Choices Form]]
 +
[[Category:Conditional Formatting]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
−
[[Category:Field Splitting]]
+
[[Category:Task Links]]
−
[[Category:Unique ID]]
+
[[Category:Time Axis]]
 
[[Category:Charts]]
 
[[Category:Charts]]
 +
[[Category:Ribbon]]
 +
[[Category:Snapshots]]
 
[[Category:Template Properties Form]]
 
[[Category:Template Properties Form]]
 +
[[Category:Unique ID]]
 +
[[Category:Templates Versus Charts]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Microsoft Planner]]
 
[[Category:Microsoft Planner]]
 
[[Category:OnePager Bundle]]
 
[[Category:OnePager Bundle]]

Revision as of 13:51, 15 May 2025

About Template Properties Forms for Planner

OnePager Bundle is distributed with a set of Template Properties forms for Planner. 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.

For more information on Template Properties and Chart Properties forms, please see the articles at:

Core Concepts (Portal)
Templates versus Charts

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 Planner 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.

P72-24 2 5-72-(1-2)-10032023.png

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 and frames properties button shown here:

P72-24 2 5-72-(2A)-09292023.png

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 Planner 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:.

P72-24 2 5-72-(1B-2)-10032023.png

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 Rows/Swimlanes tab also provides controls for creating and managing Conditional Formatting Rules for Swimlanes and Text Columns & Rows. The same intent is true for the Chart Properties form's Rows/Swimlanes tab. The Rows/Swimlanes tab for the Planner Template Properties form is shown below:

P72-24 2 5-72-(4-1)-10032023.png

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.

P72-24 2 5-72-(4A-1)-10032023.png

Of importance is the Show task links checkbox in the Default Task-Link Formatting control group at the top of the form 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 Bundle distributed Template Properties forms. This avoids an initial cluttering of the chart if there are a large number of dependencies imported from the Planner 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.

P72-24 2 5-72-(5-2)-10032023.png

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 Planner the only available Default Snapshot Dates are the Last-modified date and the Current date since Planner 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 Planner 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.

P72-24 2 5-72-(7-1)-09292023.png

Template Properties Form's Field Mappings Tab

The new Field Mappings tab in the Template Properties form for Planner looks like this:

P72-24 2 5-72-(6-1)-10032023.png

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 Planner. And the dropdown lists in the Date Mappings group contain only Planner 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:

P72-24 2 5-72-(7A-1)-10032023.png

For more detailed information on the Field Mappings feature, please see this section in the article at:

Field Mappings Tab for Planner in OnePager - Basic Mappings 21.20.1-72A

Task Bar/Milestone Symbol Identity Mapping

The Task/Milestone Identity Mapping control group lets you select a Planner 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 Planner files, the default mapping is to the Planner Task ID column. If you opt to change the Task ID 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 Task ID 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 Task ID field, use the dropdown menu shown in the illustration below:

P72-24 2 5-72-(8-1)-10032023.png

When changing to an alternate Task ID column, OnePager displays a warning message as follows:

P72-24 2 5-72-(9-1)-10032023.png

For more information on the Task/Milestone Identity Mapping feature, please see this section in the article at:

Field Mappings Tab for Planner in OnePager - Task/Milestone Identity Mapping 21.20.1-72A

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, please see the article at:

Splitting and Parsing Columns for Planner Source Plans 24.5.5-72A

Related Links

Core Concepts (Portal) Templates versus Charts
Basic Workflows (Portal) Creating Various Multi-Project Charts with OnePager (Portal)
Creating and Editing Rows and Swimlanes (Portal) Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)
Editing with the Chart Properties form (Portal) Planner Fields Available to OnePager 29.1.5-72A

(24.2.5-72A)

Retrieved from "https://wiki.onepager.com/wiki/index.php?title=TEMP72A&oldid=57612"