Difference between revisions of "TEMP72A"

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==Overview==
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==OnePager Enhancements for Data-Driven Task Links for Planner==
  
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One of the strength of OnePager Bundle is its ability to create compact visual representations of '''multiple projects''' from '''multiple single''' Microsoft Planner files. These can be several projects that belong to one program or they can be several projects and programs in an organization’s portfolio.  
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OnePager can '''import Dependency''' values on '''tasks/milestones''' from Project for the Web '''source plans''' where the '''syntax format''' for specifying '''predecessor''' relationships corresponds to the Project for the Web standards.
  
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OnePager Bundle has the capability to '''build multi-project charts '''from individual Planner '''exported''' files.
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OnePager is designed to process '''Task Links''' associated with Project for the Web '''tasks/milestones''' that are specified as '''predecessors''' '''ONLY'''.
  
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==Creating a Multi-Project Chart from a Multi-Project Microsoft Planner Import Source Plan==
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==OnePager Template Properties and Chart Properties Forms==
  
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Typically OnePager Bundle users who create '''source plans''' where multiple projects are contained in a single '''source plan''' differentiate between '''projects''' by relying on a '''user defined field''' to identify the different '''projects''' contained in the '''source plan'''.  Upon '''import''' to OnePager Bundle, OnePager uses the designated '''user defined field''' to instruct the software how to recognize the different '''projects'''.  Unfortunately, at the present time, Planner does not make '''user defined fields''' found in Planner '''source plans''' available to OnePager Bundle.  Accordingly, the method for creating multi-project charts with OnePager Bundle from a single Planner '''source plans''' is not available to our customers.  Other more creative and intensive approaches can be configured using Planner '''native''' columns to fulfill the function of distinguishing '''projects''' or '''sub-projects''' in the single Planner '''source plan'''. 
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Before going further into this article, it is recommended that you first review the article at:  
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Given the current constraint, our recommendation, should you have multiple projects embedded in a single Planner '''source plan''', is to create separate Planner project files for these separate '''projects''' and use the procedure shown in the next sub-section.
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OnePager has taken the initiative to contact Microsoft and request that they support the export of '''user defined fields''' to third party software and we request that our customers also reach out to Microsoft and do the same.  For more information, please see the information at the links given below:
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<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
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| [https://www.onepager.com/community/blog/tell-microsoft-to-fully-support-custom-fields-in-project-for-the-web/ Suggest Microsoft Full Support Custom Fields in Microsoft Planner]
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| [[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-->
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|-
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| [https://feedbackportal.microsoft.com/feedback/idea/3636b0e9-9a2f-ed11-a81b-000d3a7dd504 Microsoft Response OnePager Inquiry]
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|-
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| [https://feedbackportal.microsoft.com/feedback/idea/2a2281e7-60c4-ee11-92bd-6045bd7b0481 Microsoft Reponse OnePager Inquiry]
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|}
 
|}
 
</center>
 
</center>
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<!--
 
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One method for using a '''single''' Planner '''import source plan''' is to add a field to your '''source plan''' with a field name of '''Sub-Project''', for example.  This name is recognized by OnePager and is utilized in multi-project '''Template Properties''' form shipped with the product.  An example Planner '''source plan''' with the '''Sub-Project''' field is shown below:
 
  
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<center>[[File:P72-8_5_5-72-(1)-10202023.png]]</center>
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===The Template Properties Form's Task Links Tab for Project for the Web===
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<!--<center>P72-8_5_5-72-(1)-10202023.png</center>-->
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After configuring your Planner '''source plan''' with the '''Sub-Project''' field and the necessary '''multi-project''' schedule data, you can create a useful '''multi-project''' chart by following the steps described in the next section.
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You have the ability to '''globally '''control the '''properties''' for all '''Task Links '''in OnePager’s '''Template Properties''' form before a chart is created.   The '''Template Properties '''form’s '''Task Links '''tab for OnePager Bundle '''Standalone''' for Project for the Web is shown below:
  
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Launch OnePager Bundle and '''connect''' to your Planner account. Select the '''NEW''' option on the '''OnePager Bundle Start''' form and '''select''' the Project for the Web '''multi-project file''' shown here:
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<center>[[File:P72-19_1_1_7-72-(1)-09182023.png]]</center>
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<!--<center>P72-19_1_1_7-72-(1)-09182023.png</center>-->
  
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<center>[[File:P72-7_2_3-72-(2)-05152023.png]]</center>
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====Controls for Importing Task Link Data for Project for the Web====
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<!--<center>P72-7_2_3-72-(2)-05152023.png</center>-->
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===Creating a NEW Chart from a Multi-Project Source Plan===
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In the '''Template Properties '''form’s '''Task Links '''tab, the '''Import predecessors''' checkbox is normally '''unchecked''' or '''OFF''' meaning that the '''Data-driven Task Link import '''feature is turned '''OFF'''.  OnePager '''assumes''' that the '''Predecessors field''' from the Project for the Web '''source plan''' is used for the '''Data-driven Task Link''' information source.  OnePager only '''imports predecessor data '''from the Project for the Web '''predecessor field'''. 
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Although OnePager does not import '''Successor '''data from your '''source plan''', '''successor '''information''' '''is the inverse on '''predecessor '''information found in your '''source plan'''.  This approach guarantees that all your '''Data-driven Task Links''' are based on valid information from your '''source plan'''.
  
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Next, click the '''NEW''' button on the '''OnePager Bundle Start''' form.  This accesses the '''OnePager choices''' ('''OPC''') form where clicking the '''Select''' command in the '''Please select a source file'''' sub-control group enables you to '''BROWSE Microsoft Planner ...''' '''import source plans''' or to select a '''RECENT''' '''import source plan''' as shown here:
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====Template Properties Form’s Task Link Tab’s Controls for Project for the Web====
  
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<center>[[File:P72-8_5_5-72-(3)-10202023.png]]</center>
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OnePager supports the visual representation of all four '''Task Link Dependency Types''' including Finish-to-Start ('''FS'''), Finish-to-Finish ('''FF'''), Start-to-Finish ('''SF'''), and Start-to-Start ('''SS''') with proper '''Begin''' and '''End point shape''' placement on the '''Predecessor''' and''' Successor '''task bars/milestone symbols.  It is '''assumed''' that if '''Data-driven Task Links''' are '''imported''', they are to be '''shown''' so the '''Show task links '''checkbox is checked '''ON''' in the '''Template Properties''' form's '''Task Links''' tab shown above. Additionally in the '''Default Task-Link Formatting''' control group shown above, there are established settings for '''Line Styles''', '''Arrow Styles''', and '''Font properties'''.
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<!--<center>P72-8_5_5-72-(3)-10202023.png</center>-->
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For this illustration, we'll select the '''source plan''' named '''BlueGrass Excel Project Plan - RSF (on Planner)'''.  When we do this, the '''OPC''' form is expanded to look like this:
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There are controls available to''' globally''' set the''' Horizontal Anchor positions''' for manual '''Task Link’s Begin '''and '''End point shapes '''for all '''Dependency Types '''along the '''Predecessor '''or '''Successor''' task bars/milestone symbol’s timespan as shown by the '''slider '''bars in the illustration above.  For all '''Task Links '''(manual and '''Data-driven''')''' '''you are able to '''globally '''set the '''Vertical Anchor positions''' of a '''Task Link’s Begin '''and '''End point shapes '''on the '''Top''', '''Middle''', or '''Bottom''' of the '''Predecessor''' and '''Successor''' task bar/milestone symbol.  You can choose to let OnePager determine the '''Vertical Anchor positions''' by selecting the '''Auto '''options.
  
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<center>[[File:P72-8_5_5-72-(3A)-10202023.png]]</center>
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In the '''Data-driven Task Links '''control group shown above, the '''default '''setting for the '''Import predecessors '''checkbox is '''unchecked''' or '''OFF'''.  This is done so that new charts are not created with all '''available Data-driven Task Links''' information '''imported''' and '''shown''' unless you specifically direct such an action through the '''Template Properties''' form.   You have the opportunity to import '''Data-driven Task Links '''information''' '''using the same controls in the '''Chart Properties''' form’s '''Task Links '''tab in the '''Data-driven Task Links''' control group after the chart is created.
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<!--<center>P72-8_5_5-72-(3A)-10202023.png</center>-->
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Before creating the '''NEW multi-project''' chart we must change the '''Template Properties''' form to support the creation of a chart from a '''multi-project source plan''' as described below.
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When the '''Import predecessors''' checkbox is checked '''ON''' in the '''Template Properties '''form’s '''Task Link '''tab, you have the option to '''Show all data-driven Task Links''' or use the '''Task Link Filter Rules''' capability by clicking the '''Use Rules''' radio button.  Selecting the '''Use Rules''' radio button enables the '''Manage Rules''' button which is used to access the '''Task Link Filter Rules''' form.  This form allows you to establish '''a set of rules''' to govern how '''Data-driven Task Links''' are '''shown'''.
  
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===Setting up the OnePager Template Properties Form for a Multi-Project Chart===
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For more information on '''Task Link Filtering Rules''', please see the article at:
  
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As shown above, the '''OnePager choices''' ('''OPC''') form does not show that a '''multi-project Template Properties''' form is being used. Before proceeding further we must change the '''Template Properties''' form's setting so that a '''multi-project Template Properties''' form is used to create the chart. This is done by clicking the '''Change''' button in the '''Starting Template''' group of the form as shown below:
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<center>
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{| class="wikitable"
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| [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager for Version 7.2 | Using Task Link Filtering Rules for Showing/Hiding Task Links]] <!--19.2.1-72-->
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|}
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</center>
  
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<center>[[File:P71-8_5_3-71-(3B-1)-01092024.png]]</center>
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===The Chart Properties Task Links Tab for Project for the Web===
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<!--<center>P71-8_5_3-71-(3B-1)-01092024.png</center>-->
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Clicking the '''Change''' button accesses the folder where OnePager stores Planner '''Template Properties''' forms distributed with the product as shown above. Select the '''Multi-Project Gantt Chart - Detailed''' entry in the window shown above and click the '''Open''' button at the bottom of the form. When you click the '''Open''' button on the '''Open''' form shown above, OnePager changes the current '''Template Properties''' form to the '''Multi-Project Gantt Chart – Detailed Template'''.
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The '''Chart Properties''' form’s '''Task Links '''tab is almost identical to that in the '''Template Properties '''form and is shown below:
  
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After changing the '''Template Properties''' selection, type in the '''title of the chart''' and assure that the '''Task Selection''' sub-control group's controls are set to '''import''' the tasks you need for your chart.
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<center>[[File:P72-19_1_1_7-72-(2)-09182023.png]]</center>
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<!--<center>P72-19_1_1_7-72-(2)-09182023.png</center>-->
  
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===Use the Planner Source Plan to Create the Chart===
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In the '''Chart Properties '''form’s '''Task Links '''tab’s '''Data-driven Task Links '''control group shown above, the '''Import and show links''' checkbox is normally '''unchecked''' or '''OFF'''.  The '''Import and show links''' checkbox is '''disabled''' in the '''Chart Properties''' form until the '''Show task links''' checkbox at the top of the form is checked '''ON'''.  Checking the '''Import and show links''' checkbox to '''ON''' when its '''enabled''' and then clicking the '''OK''' button '''imports''' the '''Data-driven Task Links''' from the '''source plan''' and displays them in the chart.  OnePager '''assumes''' that the '''Predecessors field''' from the '''source plan''' is used for '''Data-driven Task Links''' information.
  
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You are now ready to create the multi-project chart.  First, click the '''Next>''' button (shown above) which takes you to the second page of the '''OPC''' form shown below:
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When you click the '''OK''' button in the '''Chart Properties''' form, the '''Data-driven task links''' are '''imported''' and the chart looks like this:
  
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<center>[[File:P72-8_5_5-72-(4-2)-01092024.png]]</center>
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<center>[[File:P72-19_1_1_7-72-(2A)-09182023.png]]</center>
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<!--<center>P72-8_5_5-72-(4-2)-01092024.png</center>-->
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<!--<center>P72-19_1_1_7-72-(2A)-09182023.png</center>-->
  
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Next, check your '''field mapping settings''' or make any '''Template Properties''' form adjustments.  When you are finished, click the '''Create new chart''' button on the second page. OnePager generates a '''multi-project''' chart that looks like this:
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After '''Data-driven Task Links''' are '''imported''' and '''showing''' in the chart, you have the option with the '''Chart Properties''' form's '''Task Links''' tab to control the further '''showing or hiding''' of all '''Data-driven Task Links''' with the renamed '''Show data-driven links''' checkbox as shown below:
  
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<center>[[File:P72-8_5_5-72-(5)-05192023.png]]</center>
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<center>[[File:P72-19_1_1_7-72-(3)-09182023.png]]</center>
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<!--<center>P72-8_5_5-72-(5)-05192023.png</center>-->
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<!--<center>P72-19_1_1_7-72-(3)-09182023.png</center>-->
  
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The chart above represents two separate projects using the swimlanes to organize the tasks/milestones for each project grouping. As the projects progress and additional projects are added, the additional swimlanes with their corresponding rows are added to the chart in future snapshots.
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Checking the '''Show data-driven links''' checkbox '''ON''' shows all '''imported Data-driven Task Links''' while checking this checkbox '''OFF''' hides all '''Data-driven Task Links'''. If the '''Import predecessors''' checkbox is checked '''ON''' in the '''Template Properties''' form '''Task Links '''tab’s '''Data-driven Task Links''' control group, '''Data-driven Task Links''' are '''imported''' and the corresponding checkbox in the '''Chart Properties '''form’s '''Task Links '''tab is also checked '''ON'''.
  
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===Updating Charts Created from Multiple Projects in a Single Planner Import Source Plan===
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===Chart Properties Form’s Task Link Tab’s Controls===
  
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Eventually you want to '''update''' your '''multi-project''' chart by either '''adding''' a snapshot or '''replacing''' a snapshot. To perform either the '''add''' or the '''replace''' snapshot, the processes described in these two referenced article references that follow can be used.
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The controls in the '''Chart Properties''' form '''Task Link '''tab’s '''Default Task-Link Formatting '''control group are the same as the controls in the '''Template '''form '''Task Link '''tab’s '''Default Task Link Formatting''' control group for One Pager.   The differences in '''Task Links '''tab are only in the '''Data-driven Task Links '''control groups for OnePager.
  
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<center>
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For more information on using the OnePager '''Chart Properties''' form's '''Task Links''' tab's controls, please see the article at:
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{| class="wikitable"
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| [[REPLACING a Snapshot via Pull Operation for Version 7.2 | REPLACING a Snapshot via Pull Operation]] <!--7.14.1-72-->
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|-
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| [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] <!--7.15.1-72-->
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|}
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</center>
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The key to making '''updates''' to '''multi-project''' charts from '''multiple-projects''' contained in a '''single''' Planner '''source plan''' is the proper management of the Planner '''source plan''' data in the '''source packet'''.  Recall that the '''source packet''' contains the '''import source plan''' or '''import source plans''' that are to be used to either '''create''' or '''update''' a chart.  They are stored as '''file names and path names''' in the chart’s '''.TAM''' file, and can be accessed from the OnePager '''Data''' ribbon tool bar tab’s '''Selected file(s)''' button on the ribbon as shown below:
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<center>[[File:P72-8_5_5-72-(6-1)-01092024.png]]</center>
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<!--<center>P72-8_5_5-72-(6-1)-01092024.png</center>-->
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Validating the contents of the '''source packet''' and assuring that these are the Planner '''source plans''' that were '''updated''' is an essential step before proceeding to perform a chart '''update'''.-->
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==Creating a Multi-Project Chart from Individual Single-Project Planner Import Source Plans==
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===Introduction===
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Suppose you have '''multiple''' Planner '''source plans''' that are related and you want to create a '''single''' chart that shows the important schedule items and will be '''updated''' as the project proceeds.  Whenever chart '''updates''' are contemplated in the future OnePager requires that tasks being '''imported''' have '''unique task identifiers''' that OnePager can use to keep the '''updates''' aligned.  Planner '''source plans''' have '''unique task identifiers''' built in and the data are '''imported''' when OnePager '''imports''' the Planner '''source plan'''.  OnePager makes these '''unique task identifiers''' available in the OnePager  '''Chart Editor''' as the '''Planner Task ID''' field which is discussed later.
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For more information on '''Planner Task ID''', please see the section in the article at:  
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<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
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| [[Merging the Wrong Tasks into a Chart for Version 7.2 - OnePager Bundle - Planner#The Task ID Field | The Planner Task ID Field]] 7.22.1-72A
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| [[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>
 
</center>
  
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===Making a Multi-Project Chart from Separate Planner Source Plans===
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==Additional Information for OnePager Task Links==
  
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To illustrate what is needed, let’s construct a '''multi-project''' chart from three (3) individual '''source plans''' for Project A, Project B, and Project C, shown below:
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The Wiki article link below provides additional information on importing Task Links, using Task Links in your charts, and Task Links used with other OnePager features.  The section at the Wiki article link below is presented in the context of OnePager Pro but the information pertains equally to users of OnePager Bundle '''Standalone''' using Planner '''source plans''':
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<center>'''Project A'''</center>
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<center>[[File:P72-8_5_5-72-(7)-10202023.png]]</center>
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<!--<center>P72-8_5_5-72-(7)-10202023.png</center>-->
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<center>'''Project B'''</center>
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<center>[[File:P72-8_5_5-72-(8)-10202023.png]]</center>
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<!--<center>P72-8_5_5-72-(8)-10202023.png</center>-->
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<center>'''Project C'''</center>
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<center>[[File:P72-8_5_5-72-(8B)-10202023.png]]</center>
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<!--<center>P72-8_5_5-72-(8B)-10202023.png</center>-->
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====Important Note====
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Each of the Planner '''source plans''' above have unique '''Planner Task ID''' fields with '''unique numbers''' generated by OnePager at '''source plan import'''.  It is important throughout the use of these Planner '''source plans''' that these assigned unique '''Planner Task ID''' numbers remain with their respective tasks.  '''Dates''' can change in the Planner '''source plan's''' rows along with other '''updated''' information as the projects progress, but the '''Planner Task ID''' number '''must''' remain associated with the task activity.  Tasks can be '''deleted''', but the '''deleted Planner Task ID''' should not be '''reused''' for a later snapshot.  OnePager can process out of sequence '''Planner Task ID''' numbers.
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===Setting up the One Pager Template Properties Form for a Multi-Project Chart===
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The next step is to select and '''update''' an appropriate '''Template Properties''' form. 
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For this illustration we’ve selected the '''Multi-Project Gantt Chart – Detailed for Planner Template Properties''' form.  Once the current '''Template Properties''' form is established as a '''multiple-project Template Properties''' form, go to the '''Rows/Swimlanes''' tab and make sure that the '''Group rows into swimlanes''' and '''Label swimlanes by''' windows are set to '''Project name'''. 
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The '''Rows/Swimlanes''' tab in the '''Template Properties''' form looks like this:
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<center>[[File:P72-8_5_5-72-(9)-10202023.png]]</center>
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<!--<center>P72-8_5_5-72-(9)-10202023.png</center>-->
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When the steps above are completed and the '''Template Properties''' form for is '''updated''', click the '''Save and use''' button to make the modified '''Template Properties''' form the current '''Template'''.
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===Create a Multi-Project Chart from Separate Multiple Planner Import Source Plans===
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====Launch Planner and Load the First Planner Import Source Plan====
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Launch Planner, open the first of the multi-project Planner '''source plans''', and make any '''editing''' changes necessary.  In this case it’s the '''Project A''' file. 
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Next, launch OnePager Bundle.  The '''OnePager Bundle Start''' form appears. 
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Click the '''NEW''' button which accesses the OnePager choices ('''OPC''') form as shown below:
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<center>[[File:P72-8_5_5-72-(10)-10202023.png]]</center>
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<!--<center>P72-8_5_5-72-(10)-10202023.png</center>-->
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Note that the '''Project A''' Planner '''source plan''' appears in the '''Selected File(s)''' group and that the '''Add/Remove''' button is active.
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====Adding the Second and Third Planner Import Source Plans====
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Click the '''Add/Remove''' button which accesses the '''Data source selection''' form as shown below:
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<center>[[File:P72-8_5_5-72-(11)-10202023.png]]</center>
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<!--<center>P72-8_5_5-72-(11)-10202023.png</center>-->
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We want to now '''add''' the other Planner '''source plans''' to the '''source packet'''.  To do this, click the '''ADD''' button in the '''Data source selection''' form.  Navigate to the desired '''source plans''', select them, and then click the '''Open''' button as shown below:  
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<center>[[File:P72-8_5_5-72-(12)-10202023.png]]</center>
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<!--<center>P72-8_5_5-72-(12)-10202023.png</center>-->
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After you’ve completed placing the second and third Planner '''source plan''' into the '''source packet''', the window in the '''Data source selection''' form looks like this:
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<center>[[File:P72-8_5_5-72-(13)-10202023.png]]</center>
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<!--<center>P72-8_5_5-72-(13)-10202023.png</center>-->
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When you click the '''OK''' button above, the '''OPC''' form is '''updated''' to reflect that three (3) '''source plans''' are in the '''source packet''' and the '''title''' for the new chart that we typed in as shown here:
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<center>[[File:P72-8_5_5-72-(14)-05192023.png]]</center>
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<!--<center>P72-8_5_5-72-(14)-05192023.png</center>-->
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====Create the NEW OnePager - Planner Multi-Project Chart====
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When you click the '''Next>''' button, OnePager goes to the second page of the '''OPC''' form where you can confirm other settings or make any '''Template Properties''' form setting changes. 
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When these confirmations are complete, click the '''Create new chart''' button.  The chart looks like this with some '''edits''' to add a '''text column''' to show the '''Phases''' in each project:
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<center>[[File:P72-8_5_5-72-(15)-05192023.png]]</center>
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<!--<center>P72-8_5_5-72-(15)-05192023.png</center>-->
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Once you '''merge''' all your projects into a single snapshot, you can now '''add''' a new snapshot to the chart to show how tasks changed.
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===Updating a Chart Created from Multiple Planner Import Source Plans===
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Eventually you want to '''update''' your '''multi-project''' chart by either '''adding''' a snapshot or '''replacing''' a snapshot with '''updated''' data.  To perform either the '''add''' or the '''replace''' snapshot, the processes described in these two referenced article references that follow can be used.
+
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[REPLACING a Snapshot via Pull Operation for Version 7.2 | REPLACING a Snapshot via Pull Operation]] <!--7.14.1-72-->
+
| [[Data-Driven Task Links for OnePager for Version 7.2#OnePager’s Data-Driven Task Link Import Process | OnePager’s Data-Driven Task Link Import Process]] <!--19.1.1.1-72-->
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|-
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| [[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] <!--7.15.1-72-->
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|}
 
|}
 
</center>
 
</center>
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The key to making '''updated''' '''multi-project''' charts from '''multiple''' Planner '''source plan''' is the proper management of the Planner data in the '''source packet'''.  Recall that the '''source packet''' contains the '''source plan(s)''' that are to be used to either create or '''update''' a chart. 
 
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They are stored as '''file names''' and '''path names''' in the chart’s '''.TAM''' '''import source plan''' and can be accessed from the '''Data''' tab’s '''Selected file(s)''' button on the ribbon as shown below:
 
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<center>[[File:P72-8_5_5-72-(16)-10202023.png]]</center>
 
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<!--<center>P72-8_5_5-72-(16)-10202023.png</center>-->
 
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Validating the contents of the '''source packet''' and assuring that these are the Planner '''source plans''' that were '''updated''' is an essential step before proceeding to perform a project '''update'''.
 
  
 
==Related Links==
 
==Related Links==
  
 
{| class="wikitable"
 
{| class="wikitable"
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| [https://www.onepager.com/community/blog/tell-microsoft-to-fully-support-custom-fields-in-project-for-the-web/ Suggest Microsoft Full Support Custom Fields in Planner]
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| [[Getting Started with Version 7.2 (Portal) | Getting Started (Portal)]] <!--3.0.0-72-->
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| [[REPLACING a Snapshot via Pull Operation for Version 7.2 | REPLACING a Snapshot via Pull Operation]] <!--7.14.1-72-->
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| [[Absorbing one task into another for Version 7.2 | Absorbing one task into another]] <!--17.0.1-72-->
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| [[Creating and Managing Virtual Summary Tasks&nbsp;for Version 7.2 | Creating and Managing Virtual Summary Tasks]] <!--18.0.1-72-->
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| [[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-->
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| [[Merging the Wrong Tasks into a Chart for Version 7.2 - OnePager Bundle - Planner | Merging the Wrong Tasks into a Chart - OnePager Bundle - Planner]] 7.22.1-72A
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Revision as of 13:31, 15 May 2025

OnePager Enhancements for Data-Driven Task Links for Planner

OnePager can import Dependency values on tasks/milestones from Project for the Web source plans where the syntax format for specifying predecessor relationships corresponds to the Project for the Web standards.

OnePager is designed to process Task Links associated with Project for the Web tasks/milestones that are specified as predecessors ONLY.

OnePager Template Properties and Chart Properties Forms

Before going further into this article, it is recommended that you first review the article at:

Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)

The Template Properties Form's Task Links Tab for Project for the Web

You have the ability to globally control the properties for all Task Links in OnePager’s Template Properties form before a chart is created. The Template Properties form’s Task Links tab for OnePager Bundle Standalone for Project for the Web is shown below:

P72-19 1 1 7-72-(1)-09182023.png

Controls for Importing Task Link Data for Project for the Web

In the Template Properties form’s Task Links tab, the Import predecessors checkbox is normally unchecked or OFF meaning that the Data-driven Task Link import feature is turned OFF. OnePager assumes that the Predecessors field from the Project for the Web source plan is used for the Data-driven Task Link information source. OnePager only imports predecessor data from the Project for the Web predecessor field. Although OnePager does not import Successor data from your source plan, successor information is the inverse on predecessor information found in your source plan. This approach guarantees that all your Data-driven Task Links are based on valid information from your source plan.

Template Properties Form’s Task Link Tab’s Controls for Project for the Web

OnePager supports the visual representation of all four Task Link Dependency Types including Finish-to-Start (FS), Finish-to-Finish (FF), Start-to-Finish (SF), and Start-to-Start (SS) with proper Begin and End point shape placement on the Predecessor and Successor task bars/milestone symbols. It is assumed that if Data-driven Task Links are imported, they are to be shown so the Show task links checkbox is checked ON in the Template Properties form's Task Links tab shown above. Additionally in the Default Task-Link Formatting control group shown above, there are established settings for Line Styles, Arrow Styles, and Font properties.

There are controls available to globally set the Horizontal Anchor positions for manual Task Link’s Begin and End point shapes for all Dependency Types along the Predecessor or Successor task bars/milestone symbol’s timespan as shown by the slider bars in the illustration above. For all Task Links (manual and Data-driven) you are able to globally set the Vertical Anchor positions of a Task Link’s Begin and End point shapes on the Top, Middle, or Bottom of the Predecessor and Successor task bar/milestone symbol. You can choose to let OnePager determine the Vertical Anchor positions by selecting the Auto options.

In the Data-driven Task Links control group shown above, the default setting for the Import predecessors checkbox is unchecked or OFF. This is done so that new charts are not created with all available Data-driven Task Links information imported and shown unless you specifically direct such an action through the Template Properties form. You have the opportunity to import Data-driven Task Links information using the same controls in the Chart Properties form’s Task Links tab in the Data-driven Task Links control group after the chart is created.

When the Import predecessors checkbox is checked ON in the Template Properties form’s Task Link tab, you have the option to Show all data-driven Task Links or use the Task Link Filter Rules capability by clicking the Use Rules radio button. Selecting the Use Rules radio button enables the Manage Rules button which is used to access the Task Link Filter Rules form. This form allows you to establish a set of rules to govern how Data-driven Task Links are shown.

For more information on Task Link Filtering Rules, please see the article at:

Using Task Link Filtering Rules for Showing/Hiding Task Links

The Chart Properties Task Links Tab for Project for the Web

The Chart Properties form’s Task Links tab is almost identical to that in the Template Properties form and is shown below:

P72-19 1 1 7-72-(2)-09182023.png

In the Chart Properties form’s Task Links tab’s Data-driven Task Links control group shown above, the Import and show links checkbox is normally unchecked or OFF. The Import and show links checkbox is disabled in the Chart Properties form until the Show task links checkbox at the top of the form is checked ON. Checking the Import and show links checkbox to ON when its enabled and then clicking the OK button imports the Data-driven Task Links from the source plan and displays them in the chart. OnePager assumes that the Predecessors field from the source plan is used for Data-driven Task Links information.

When you click the OK button in the Chart Properties form, the Data-driven task links are imported and the chart looks like this:

P72-19 1 1 7-72-(2A)-09182023.png

After Data-driven Task Links are imported and showing in the chart, you have the option with the Chart Properties form's Task Links tab to control the further showing or hiding of all Data-driven Task Links with the renamed Show data-driven links checkbox as shown below:

P72-19 1 1 7-72-(3)-09182023.png

Checking the Show data-driven links checkbox ON shows all imported Data-driven Task Links while checking this checkbox OFF hides all Data-driven Task Links. If the Import predecessors checkbox is checked ON in the Template Properties form Task Links tab’s Data-driven Task Links control group, Data-driven Task Links are imported and the corresponding checkbox in the Chart Properties form’s Task Links tab is also checked ON.

Chart Properties Form’s Task Link Tab’s Controls

The controls in the Chart Properties form Task Link tab’s Default Task-Link Formatting control group are the same as the controls in the Template form Task Link tab’s Default Task Link Formatting control group for One Pager. The differences in Task Links tab are only in the Data-driven Task Links control groups for OnePager.

For more information on using the OnePager Chart Properties form's Task Links tab's controls, please see the article at:

Editing Task Links with the Chart Properties Form

Additional Information for OnePager Task Links

The Wiki article link below provides additional information on importing Task Links, using Task Links in your charts, and Task Links used with other OnePager features. The section at the Wiki article link below is presented in the context of OnePager Pro but the information pertains equally to users of OnePager Bundle Standalone using Planner source plans:

OnePager’s Data-Driven Task Link Import Process

Related Links

Getting Started (Portal) Basic Workflows (Portal)
Conditional Import Filters (Portal) Manual Editing of Task Links
Conditional Formatting (Portal) Absorbing one task into another
Creating and Managing Virtual Summary Tasks Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)
OnePager’s Data-Driven Task Link Import Process Using Task Link Filtering Rules for Showing/Hiding Task Links
Editing Task Links with the Chart Properties Form Using the Where Are My Links? Form
Advanced Tab Sharing Charts (Portal)

(19.1.1.5-72A)

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