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| − | ==About Template Properties Forms for Planner==
| + | At the present time, the '''import''' interface between OnePager Bundle and Microsoft Planner does not support the '''importation''' of '''comma-separated''' fields from Planner '''source plans'''. |
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| − | 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.
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| − | ==About Template Properties Form Only Features==
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| − | Because the '''Template Properties''' and '''Chart Properties''' forms are similar, this article only covers the areas of the '''Template Properties''' form that are different from the '''Chart Properties''' form.
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| − | For more information on '''Template Properties''' and '''Chart Properties''' forms, please see the articles at:
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Core Concepts for OnePager 7.2 (Portal) | Core Concepts (Portal)]] <!--4.0.1-72-->
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| − | | [[Templates versus Charts for Version 7.2 | Templates versus Charts]] <!--4.0.1.3-72-->
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| − | |}
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| − | </center>
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| − | You should familiarize yourself with the '''Chart Properties''' form before reading this article.
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| − | For more information on the '''Chart Properties''' form, please see the article at:
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-72-->
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| − | |}
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| − | </center>
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| − | ==A Few Words On Template Properties Forms==
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| − | ===Permanent Template Properties Forms===
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| − | Chronicle Graphics, Inc. ships/distributes OnePager with one pre-defined '''permanent Template Properties''' forms for 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'''.
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| − | 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'''.
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| − | ===Metric Versus Non-Metric===
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| − | Within a '''Template Properties''' form there are settings which are '''distance measures''' that must be considered when building the chart. These include the '''height''' of individual '''rows''', the '''height''' of the '''percent-complete bar''' within a task bar, and the like.
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| − | OnePager supports two measurement conventions: (1) English ('''inches''') and (2) Metric ('''centimeters'''). For convenience, you can identify a '''Metric''' based '''Template''' form because the word '''(metric)''' is included in the title. And these two sets of '''Template Properties''' forms are separated by default into '''English''' and a '''Metric sub-folder''' of the default '''Templates''' folder.
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| − | ==Template Properties Form's Main Tab==
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| − | The '''Main''' tab of the '''Template Properties''' form differs slightly from the '''Chart Properties''' form. The '''Template Properties''' form does not have entry controls for the '''Start date''', '''End date''', '''Title''', because '''dates''' are systematically produced by OnePager based on the earliest '''start date''' and '''latest finish dates''' in your '''source plan''' data. The '''Title''' is something you designate as you '''create the new''' chart with the OnePager choices ('''OPC''') form.
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| − | <center>[[File:P72-24_2_5-72-(1-2)-10032023.png]]</center>
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| − | <!--<center>P72-24_2_5-72-(1-2)-10032023.png</center>-->
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| − | The '''Colors''' control group provides access to the '''Color Palette''' controls for '''creating''' and '''editing Color Palettes'''. Additionally, the '''Colors''' control group contains all the controls for setting the '''Chart Background''' and access to the '''Set line properties''' form and its sub-tabs through the '''Borders and frames properties''' button shown here:
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| − | <center>[[File:P72-24_2_5-72-(2A)-09292023.png]]</center>
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| − | <!--<center>P72-24_2_5-72-(2A)-09292023.png</center>-->
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| − | The controls for '''Row Borders''' can be found in the '''Template Properties''' form's '''Rows/Swimlanes''' tab at each of the three '''sub-tabs''' in the '''Swimlanes''' control group. For more information on '''Row Borders''', please see the article at:
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Row and Swimlane Borders for Version 7.2 | Row and Swimlane Borders]] <!--12.04.1-72-->
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| − | |}
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| − | </center>
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| − | The '''Task Selection''' control group provides a convenient place in the '''Template Properties''' form for you to preset the method you want to use for '''importing''' task/milestone information from your Planner '''source plan'''.
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| − | ==Template Properties Form's Time Axis Tab==
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| − | The '''Time Axis''' tab provides additional '''Time Axis creation''' and '''editing''' capabilities and to '''centralize all time axis''' related controls at one '''Template Properties''' form tab.
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| − | 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:.
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| − | <center>[[File:P72-24_2_5-72-(1B-2)-10032023.png]]</center>
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| − | <!--<center>P72-24_2_5-72-(1B-2)-10032023.png</center>-->
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| − | The controls in the '''Time Axis''' tab are identical to those in the '''Chart Properties''' form's '''Time Axis''' tab. For more information on the '''Time Axis''' tab, please see the article at
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Modifying the Time Axis for Version 7.2 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-72-->
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| − | |}
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| − | </center>
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| − | ==Template Properties Form's Rows/Swimlanes Tab==
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| − | The '''Rows/Swimlanes''' tab provides additional '''Rows/Swimlanes creation''' and '''editing''' capabilities and '''centralizes all rows and swimlanes''' related controls at one '''Template Properties''' form tab. The '''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:
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| − | <center>[[File:P72-24_2_5-72-(4-1)-10032023.png]]</center>
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| − | <!--<center>P72-24_2_5-72-(4-1)-10032023.png</center>-->
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| − | For more information on the '''Rows/Swimlanes''' tab, please see the articles at:
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-72-->
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| − | |}
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| − | </center>
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| − | ==Template Properties Form's Task Links Tab==
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| − | The '''Task Links''' tab in OnePager provides the capability to preset properties for '''Data-Driven''' and manual '''Task Links''' before a chart is created.
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| − | <center>[[File:P72-24_2_5-72-(4A-1)-10032023.png]]</center>
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| − | <!--<center>P72-24_2_5-72-(4A-1)-10032023.png</center>-->
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| − | 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.
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| − | 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.
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| − | For more information on the '''Chart Properties''' form's '''Task Links''' tab, please see the article at:
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| − | <center>
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| − | {| class="wikitable"
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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-->
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| − | |}
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| − | </center>
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| − | ==Template Properties Form's Advanced Template Tab==
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| − | The '''Advanced''' tab is shown below. Most of these parameters in the '''Template Properties''' form are identical to those appearing in the '''Chart Properties''' form.
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| − | <center>[[File:P72-24_2_5-72-(5-2)-10032023.png]]</center>
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| − | <!--<center>P72-24_2_5-72-(5-2)-10032023.png</center>-->
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| − | ===Lock Background Checkbox Not Available===
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| − | In the '''Template Properties Form’s Advanced''' tab there is no '''Lock background''' checkbox in the '''Display options''' group. This is an option available '''after''' the chart is '''created'''.
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| − | ===Default Snapshot Date===
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| − | For 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.
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| − | ===Configuring Multi-Project Imports===
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| − | One key difference between the '''Template Properties''' form and '''Chart Properties''' form is the ability to use the '''Template''' to configure a '''multi-project''' import.
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| − | Additional information is available on creating '''Multi-Project''' charts at:
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-72-->
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| − | |-
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| − | | [[Creating Various Multi-Project Charts with OnePager for Version 7.2 (Portal) | Creating Various Multi-Project Charts with OnePager (Portal)]] <!--8.0.1-72-->
| + | |
| − | |}
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| − | </center>
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| − | <!--
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| − | ===Merge Tasks On Snapshot Replacement===
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| − | Checking this checkbox to '''ON''' puts any charts created with this '''Template Properties''' form into the '''Multi-File-Multi-Project Mode'''. 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.
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| − | 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.-->
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| − | ===Safely Combine Tasks From Different Files Checkbox===
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| − | Checking this checkbox to '''ON''' puts any charts created with this '''Template Properties''' form into the '''Multi-File-Multi-Project Mode'''. The '''Multi-File-Multi-Project Mode''' is specifically designed to support users who want to create '''Multi-Project''' charts. 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'''.
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| − | 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'''.
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| − | <center>[[File:P72-24_2_5-72-(7-1)-09292023.png]]</center>
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| − | <!--<center>P72-24_2_5-72-(7-1)-09292023.png</center>-->
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| − | ==Template Properties Form's Field Mappings Tab==
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| − | The new '''Field Mappings '''tab in the '''Template Properties''' form for Planner looks like this:
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| − | <center>[[File:P72-24_2_5-72-(6-1)-10032023.png]]</center>
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| − | <!--<center>P72-24_2_5-72-(6-1)-10032023.png</center>-->
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| − | ===Basic and Date Mappings===
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| − | 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.
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| − | 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.
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| − | 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.
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| − | 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:
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| − | <center>[[File:P72-24_2_5-72-(7A-1)-10032023.png]]</center>
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| − | <!--<center>P72-24_2_5-72-(7A-1)-10032023.png</center>-->
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| − | For more detailed information on the '''Field Mappings''' feature, please see this section in the article at:
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[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
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| − | |}
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| − | </center>
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| − | ===Task Bar/Milestone Symbol Identity Mapping===
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| − | 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.
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| − | 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:
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| − | <center>[[File:P72-24_2_5-72-(8-1)-10032023.png]]</center>
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| − | <!--<center>P72-24_2_5-72-(8-1)-10032023.png</center>-->
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| − | When changing to an alternate '''Task ID''' column, OnePager displays a warning message as follows:
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| − | <center>[[File:P72-24_2_5-72-(9-1)-10032023.png]]</center>
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| − | <!--<center>P72-24_2_5-72-(9-1)-10032023.png</center>-->
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| − | For more information on the '''Task/Milestone Identity Mapping''' feature, please see this section in the article at:
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[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
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| − | |}
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| − | </center>
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| − | ===Field Splitting Feature===
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| − | The '''Field Splitting''' control group lets you '''split each task''' into a '''set of nearly-duplicate task shapes''' based upon a '''comma-separated''' list of values in some '''source plan''' 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'''.
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| − | For more information on '''Field Splitting and Parsing Columns''', please see the article at:
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Splitting and Parsing Columns for Planner Source Plans for Version 7.2 | Splitting and Parsing Columns for Planner Source Plans]] 24.5.5-72A
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| − | |}
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| − | </center>
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| | | | |
| | ==Related Links== | | ==Related Links== |
| | | | |
| | {| class="wikitable" | | {| 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--> | | | [[Templates versus Charts for Version 7.2 | Templates versus Charts]] <!--4.0.1.3-72--> |
| − | |-
| |
| − | | [[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-->
| |
| − | |-
| |
| − | | [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-72-->
| |
| | | [[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--> | | | [[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--> |
| | |- | | |- |
| | | [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-72--> | | | [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-72--> |
| − | | [[Planner Fields Available to OnePager for Version 7.2 | Planner Fields Available to OnePager]] 29.1.5-72A | + | | [[Template Only Features for Planner Source Plans in OnePager Version 7.2 | Template Only Features for Planner Source Plans in OnePager]] 24.2.5-72A |
| | |} | | |} |
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| − | (24.2.5-72A) | + | (24.5.5-72A) |
| | | | |
| | [[Category:Version 7.2]] | | [[Category:Version 7.2]] |
| | [[Category:Editing the Chart]] | | [[Category:Editing the Chart]] |
| − | [[Category:OnePager Choices Form]]
| |
| − | [[Category:Conditional Formatting]]
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| | [[Category:Task/Milestone Editing]] | | [[Category:Task/Milestone Editing]] |
| | + | [[Category:Column Splitting]] |
| | + | [[Category:Charts]] |
| | [[Category:Task Links]] | | [[Category:Task Links]] |
| − | [[Category:Time Axis]]
| |
| − | [[Category:Charts]]
| |
| | [[Category:Ribbon]] | | [[Category:Ribbon]] |
| | [[Category:Snapshots]] | | [[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]] |
