Difference between revisions of "Advanced Tab for OnePager Express for Version 6.1"

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=Advanced Tab for OnePager Express for Version 6.1 (X61-21_14_1-61-11122018.txt)=
 
 
 
==About the Advanced Tab-OnePager Express==
 
==About the Advanced Tab-OnePager Express==
  
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<center>[[File:X61-21_14_1-61-(1)-11122018.png]]</center>
 
<center>[[File:X61-21_14_1-61-(1)-11122018.png]]</center>
<center>&lt;PX61-21_14_1-61-(1)-11122018.png&gt;</center>
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<!--center>&lt;PX61-21_14_1-61-(1)-11122018.png&gt;</center-->
  
 
==Display Options==
 
==Display Options==
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<center>[[File:X61-21_14_1-61-(2)-11122018.png]]</center>
 
<center>[[File:X61-21_14_1-61-(2)-11122018.png]]</center>
<center>&lt;X61-21_14_1-61-(2)-11122018.png&gt;</center>
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<!--center>&lt;X61-21_14_1-61-(2)-11122018.png&gt;</center-->
  
 
:b) '''Format with times'''.  When this checkbox is checked, the '''snapshot dates''' are displayed with a '''time of day component'''.  '''Snapshot dates''' that differ by their '''time of day component''' are considered different '''snapshot dates.'''  
 
:b) '''Format with times'''.  When this checkbox is checked, the '''snapshot dates''' are displayed with a '''time of day component'''.  '''Snapshot dates''' that differ by their '''time of day component''' are considered different '''snapshot dates.'''  
  
::i) For example, June 5, 2019 becomes '''June 5, 2019 5:23 PM''' and is a different '''snapshot date''' than '''June 5, 2019 6:00PM'''.   
+
::i) For example, June 5, 2019 becomes '''June 5, 2019 5:23 PM''' and is a different '''snapshot date''' than '''June 5, 2019 6:00 PM'''.   
 
::ii) Note that this setting no longer controls the '''format of the dates''' on the tasks and milestones.
 
::ii) Note that this setting no longer controls the '''format of the dates''' on the tasks and milestones.
 
::iii) Below is an example of the '''Select Snapshot''' form displaying the '''date format with time''':  
 
::iii) Below is an example of the '''Select Snapshot''' form displaying the '''date format with time''':  
  
 
<center>[[File:X61-21_14_1-61-(3)-11122018.png]]</center>
 
<center>[[File:X61-21_14_1-61-(3)-11122018.png]]</center>
<center>&lt;PX61-21_14_1-61-(3)-11122018.png&gt;</center>
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<!--center>&lt;PX61-21_14_1-61-(3)-11122018.png&gt;</center-->
  
 
:c) '''Show time cursor'''.  When this checkbox is checked, the vertical '''time-cursor line''' is '''shown''' as shown here:
 
:c) '''Show time cursor'''.  When this checkbox is checked, the vertical '''time-cursor line''' is '''shown''' as shown here:
  
 
<center>[[File:X61-21_14_1-61-(4)-11122018.png]]</center>
 
<center>[[File:X61-21_14_1-61-(4)-11122018.png]]</center>
<center>&lt;X61-21_14_1-61-(4)-11122018.png&gt;</center>
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<!--center>&lt;X61-21_14_1-61-(4)-11122018.png&gt;</center-->
  
 
::i)  Unchecking the '''Show time cursor''' '''hides''' the vertical '''time-cursor line'''.
 
::i)  Unchecking the '''Show time cursor''' '''hides''' the vertical '''time-cursor line'''.
 
::ii) There is also a checkbox in the OnePager Express 6.1 '''View''' ribbon in the '''Graphic Elements''' group called '''Time Cursor''' that causes the vertical '''time-cursor line''' to be '''shown''' when the checkbox is checked '''ON''' as shown below:
 
::ii) There is also a checkbox in the OnePager Express 6.1 '''View''' ribbon in the '''Graphic Elements''' group called '''Time Cursor''' that causes the vertical '''time-cursor line''' to be '''shown''' when the checkbox is checked '''ON''' as shown below:
  
<center>[[File:P61-21_13_1-61-(5)-11112018.png]]</center>
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<center>[[File:X61-21_14_1-61-(5)-11122018.png]]</center>
<center>&lt;P61-21_13_1-61-(5)-11112018.png&gt;</center>
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<!--center>&lt;X61-21_14_1-61-(5)-11122018.png&gt;</center-->
  
:d) '''Allow absorption'''.    When this checkbox is checked, you can '''drag''' one task onto another task and be prompted to '''absorb''' the former into the latter.  When the checkbox is unchecked, this process does not take place and one task dragged over another is displayed as two separate tasks superimposed.  For more information on '''Absorbed Tasks''' please see the article at:  [[Absorbing one task into another for Version 6.1 | Absorbing one task into another]] 17.0.1-61.
+
:d) '''Allow absorption'''.    When this checkbox is checked, you can '''drag''' one task onto another task and be prompted to '''absorb''' the former into the latter.  When the checkbox is unchecked, this process does not take place and one task dragged over another is displayed as two separate tasks superimposed.  For more information on '''Absorbed Tasks''' please see the article at:  [[Absorbing one task into another for Version 6.1 | Absorbing one task into another]]. <!--17.0.1-61.-->
  
:e) '''Show abrorbed dates'''.  Checking this checkbox '''ON''' tells OnePager Express 6.1 to create a '''Comment Box''' associated with the '''absorbed task''' connected to the task '''absorbing''' the '''absorbed''' task and provides you the option of specifying the '''date''' displayed in the '''Comment Box''' as shown below:
+
:e) '''Show absorbed dates'''.  Checking this checkbox '''ON''' tells OnePager Express 6.1 to create a '''Comment Box''' associated with the '''absorbed task''' connected to the task '''absorbing''' the '''absorbed''' task and provides you the option of specifying the '''date''' displayed in the '''Comment Box''' as shown below:
  
<center>[[File:P61-21_13_1-61-(6)-11112018.png]]</center>
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<center>[[File:X61-21_14_1-61-(6)-11122018.png]]</center>
<center>&lt;P61-21_13_1-61-(6)-11112018.png&gt;</center>
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<!--center>&lt;X61-21_14_1-61-(6)-11122018.png&gt;</center-->
  
 
:i) The illustration above show the result of '''absorbing''' the first task where a '''Comment Box''' is displayed connected to the '''absorbing task'''.
 
:i) The illustration above show the result of '''absorbing''' the first task where a '''Comment Box''' is displayed connected to the '''absorbing task'''.
 
::ii)  Also shown in the illustration above is a second task in the process of being '''absorbed where the '''Absorption Options''' form is shown.  Making a selection from the radio buttons and clicking '''OK''' creates the second '''Comment Box'''.
 
::ii)  Also shown in the illustration above is a second task in the process of being '''absorbed where the '''Absorption Options''' form is shown.  Making a selection from the radio buttons and clicking '''OK''' creates the second '''Comment Box'''.
 
::iii)  You have the option to display the '''At end date''', '''At start date''', or '''At both start and end date'''.
 
::iii)  You have the option to display the '''At end date''', '''At start date''', or '''At both start and end date'''.
::iv) For more information please see the article at this link:  [[Absorbing one task into another for Version 6.1 | Absorbing one task into another]] 17.0.1-61.
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::iv) For more information please see the article at this link:  [[Absorbing one task into another for Version 6.1 | Absorbing one task into another]]. <!--17.0.1-61.-->
  
 
:f) '''Copy edits to all snapshots (CTAS)'''.  The checkbox is a '''toggle switch''' that turns '''ON''' and '''OFF''' the propagation of '''Maverick''' changes to '''all snapshots''' (turned '''ON''') or to keep '''Maverick''' changes to tasks/milestones in the '''current snapshot''' (turned '''OFF'''). This checkbox affects '''editing''' of the following task/milestone properties:
 
:f) '''Copy edits to all snapshots (CTAS)'''.  The checkbox is a '''toggle switch''' that turns '''ON''' and '''OFF''' the propagation of '''Maverick''' changes to '''all snapshots''' (turned '''ON''') or to keep '''Maverick''' changes to tasks/milestones in the '''current snapshot''' (turned '''OFF'''). This checkbox affects '''editing''' of the following task/milestone properties:
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::vii) '''Task Links'''
 
::vii) '''Task Links'''
  
For more information on how '''CTAS''' applies to the new '''Task Links''' feature in OnePager Express 6.1, pleas see the section at:  [[Data-Driven Task Links for OnePager Express for Version 6.1#Condition 2:  The Copy Edits to All Snapshots (CTAS) Feature and Data-Driven Task Links | Data-Driven Task Links for OnePager Express - Condition 2:  The Copy Edits to All Snapshots (CTAS) Feature and Data-Driven Task Links]] 19.1.1.1-61.
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:For more information on how '''CTAS''' applies to the new '''Task Links''' feature in OnePager Express 6.1, pleas see the section at:  [[Data-Driven Task Links for OnePager Express for Version 6.1#Condition 2:  The Copy Edits to All Snapshots (CTAS) Feature and Data-Driven Task Links | Data-Driven Task Links for OnePager Express - Condition 2:  The Copy Edits to All Snapshots (CTAS) Feature and Data-Driven Task Links]]. <!--19.1.1.2-61.-->
  
 
:g) '''Clip task/milestone labels at graph edges'''.  If this checkbox is checked '''ON''', OnePager Express 6.1 '''clips''' all task/milestone '''labels''' that extend '''over the edge of the graph''' so that the '''labels''' no longer extend over the graph boundaries.   
 
:g) '''Clip task/milestone labels at graph edges'''.  If this checkbox is checked '''ON''', OnePager Express 6.1 '''clips''' all task/milestone '''labels''' that extend '''over the edge of the graph''' so that the '''labels''' no longer extend over the graph boundaries.   
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::i) The project view below shows how OnePager Express 6.1 handles task/milestone '''labels''' that extend into the displayed '''Row/Swimlane label''' area when the checkbox is checked '''ON''':
 
::i) The project view below shows how OnePager Express 6.1 handles task/milestone '''labels''' that extend into the displayed '''Row/Swimlane label''' area when the checkbox is checked '''ON''':
  
<center>[[File:P61-21_13_1-61-(7)-11112018.png]]</center>
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<center>[[File:X61-21_14_1-61-(7)-11122018.png]]</center>
<center>&lt;P61-21_13_1-61-(7)-11112018.png&gt;</center>
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<!--center>&lt;X61-21_14_1-61-(7)-11122018.png&gt;</center-->
  
 
::ii) Here is the same project view with the checkbox unchecked:
 
::ii) Here is the same project view with the checkbox unchecked:
  
<center>[[File:P61-21_13_1-61-(8)-11112018.png]]</center>
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<center>[[File:X61-21_14_1-61-(8)-11122018.png]]</center>
<center>&lt;P61-21_13_1-61-(8)-11112018.png&gt;</center>
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<!--center>&lt;X61-21_14_1-61-(8)-11122018.png&gt;</center-->
  
 
:g) '''Overlay VST elements'''.    When this checkbox is checked '''ON''', during the construction of a Virtual Summary Task ('''VST''') with milestones, the milestones are displayed on top of the created '''VST''' bar.   
 
:g) '''Overlay VST elements'''.    When this checkbox is checked '''ON''', during the construction of a Virtual Summary Task ('''VST''') with milestones, the milestones are displayed on top of the created '''VST''' bar.   
  
::i) See the article at this link for more information:  [[Creating and Managing Virtual Summary Tasks for Version 6.1 | Creating and Managing Virtual Summary Tasks]] 18.0.1-61.   
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::i) See the article at this link for more information:  [[Creating and Managing Virtual Summary Tasks for Version 6.1 | Creating and Managing Virtual Summary Tasks]]. <!--18.0.1-61.-->  
  
 
::ii) An example is provided below:
 
::ii) An example is provided below:
  
<center>[[File:P61-21_13_1-61-(9)-11112018.png]]</center>
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<center>[[File:X61-21_14_1-61-(9)-11122018.png]]</center>
<center>&lt;P61-21_13_1-61-(9)-11112018.png&gt;</center>
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<!--center>&lt;X61-21_14_1-61-(9)-11122018.png&gt;</center-->
  
 
:h) '''Lock background'''.  When this checkbox is checked '''ON''', all '''background shapes''' are '''frozen'''.  
 
:h) '''Lock background'''.  When this checkbox is checked '''ON''', all '''background shapes''' are '''frozen'''.  
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1) This numeric window controls whether '''short duration tasks''' are displayed as task bars or as milestone symbols. The unit of measure is '''task bar duration in number of days'''.   
 
1) This numeric window controls whether '''short duration tasks''' are displayed as task bars or as milestone symbols. The unit of measure is '''task bar duration in number of days'''.   
  
2) With the setting shown in the '''PVP''' form at the top of this article of two (2) days, any task in the project view that is '''less than two (2) days duration''' is displayed as a milestone symbol.  Therefore, one day tasks are displaed as milestones symbols with the default settings of two (2) days.  Since no duration can be less than zero (0), setting the parameter to zero (0) turns '''off''' all conversion of tasks into milestones symbols, which means that you may see Gantt bars with very small width, which makes them very hard to see and to select.
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2) With the setting shown in the '''PVP''' form at the top of this article of two (2) days, any task in the project view that is '''less than two (2) days duration''' is displayed as a milestone symbol.  Therefore, one day tasks are displayed as milestones symbols with the default settings of two (2) days.  Since no duration can be less than zero (0), setting the parameter to zero (0) turns '''off''' all conversion of tasks into milestones symbols, which means that you can see Gantt bars with very small width, which makes them very hard to see and to select.
  
 
==Warn If Import Exceeds==
 
==Warn If Import Exceeds==
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2) Recall that OnePager has the capability to make '''multiple pages of output''' both vertically and horizontally.  The warning message example below is configured so that it can issue the warning if more than 10 tasks were imported.
 
2) Recall that OnePager has the capability to make '''multiple pages of output''' both vertically and horizontally.  The warning message example below is configured so that it can issue the warning if more than 10 tasks were imported.
  
<center>[[File:P61-21_13_1-61-(10)-11112018.png]]</center>
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<center>[[File:X61-21_14_1-61-(10)-11122018.png]]</center>
<center>&lt;P61-21_13_1-61-(10)-11112018.png&gt;</center>
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<!--center>&lt;X61-21_14_1-61-(10)-11122018.png&gt;</center-->
  
 
==Warn Of Merging Tasks==
 
==Warn Of Merging Tasks==
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2) When this checkbox is checked '''ON''', the '''Warning options''' button is enabled.  Clicking the '''Warning options''' button accesses the '''Set warning thresholds''' form shown below:
 
2) When this checkbox is checked '''ON''', the '''Warning options''' button is enabled.  Clicking the '''Warning options''' button accesses the '''Set warning thresholds''' form shown below:
  
<center>[[File:P61-21_13_1-61-(11)-11112018.png]]</center>
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<center>[[File:X61-21_14_1-61-(11)-11122018.png]]</center>
<center>&lt;P61-21_13_1-61-(11)-11112018.png&gt;</center>
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<!--center>&lt;X61-21_14_1-61-(11)-11122018.png&gt;</center-->
  
 
3) This form allows you to set your own parameters for when you wish to be warned if too many extra tasks are being merged or too many tasks are missing.   
 
3) This form allows you to set your own parameters for when you wish to be warned if too many extra tasks are being merged or too many tasks are missing.   
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6) Additionally, the warning message also give you access to the '''See Extra and Missing Tasks''' form so you can make a fix if desired.  The warning message example below was configured so that it  issues the warning if more than 45 percent of the tasks differ from those of the current project view.
 
6) Additionally, the warning message also give you access to the '''See Extra and Missing Tasks''' form so you can make a fix if desired.  The warning message example below was configured so that it  issues the warning if more than 45 percent of the tasks differ from those of the current project view.
  
<center>[[File:P61-21_13_1-61-(12)-11112018.png]]</center>
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<center>[[File:X61-21_14_1-61-(10)-11122018.png]]</center>
<center>&lt;P61-21_13_1-61-(12)-11112018.png&gt;</center>
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<!--center>&lt;X61-21_14_1-61-(10)-11122018.png&gt;</center-->
  
7) For more information on how to make fixes to these situations please go to this article: [[Merging the Wrong Tasks into a Project View for Version 6.1 - OnePager Express | Merging the Wrong Tasks into a Project View - OnePager Express]] 7.11.1-61.
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7) For more information on how to make fixes to these situations please go to this article: [[Merging the Wrong Tasks into a Project View for Version 6.1 - OnePager Express | Merging the Wrong Tasks into a Project View - OnePager Express]]. <!--7.12.1-61.-->
  
==Safely Combine Tasks From Different Files==
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==Merge Tasks On Snapshot Replacement: ==
  
1) The '''Safely combine tasks from different files''' checkbox is '''disabled''' so that you see that it is there.  This control is '''enabled''' in the '''Template''' form's '''Advanced''' tab.
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1) The '''Merge tasks on snapshot replacement''' checkbox supports the import of multiple Microsoft Excel '''source plans''' to form single project view.
  
2) To avoid confusing OnePager Express when importing additional Microsoft Project '''source plans''' during the '''Replace''' operation, it is necessary for this feature to be '''ON''' and functioning.
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2) A simple example shows how this checkbox works.  
  
3) The reason for this is that the tasks being imported from the second Microsoft Project '''source plan''' in the '''Replace''' function have the same '''UniqueID''' numbers as the tasks from the first Microsoft Project '''source plan'''.
+
:a) Suppose that the first Microsoft Excel '''source plan''' contains Tasks A, B, and C and that the second plan contains Tasks D, E, and F.  
  
4) OnePager Express may be fooled into thinking that these are the same tasks (coming in from the second Microsoft Project '''source plan''') are from the first Microsoft Project '''source plan''' when they are clearly not.   
+
:b) After making a new project view from the first '''source plan''', you open the second Microsoft Excel '''source plan''' and update the project view in '''Replace Snapshot''' mode.   
  
5) Having the '''Safely combine tasks from different file''' checkbox checked '''ON'' in the '''Template''' form's '''Advanced''' tab avoids confusing the identity of replacement tasks in the '''Replace snapshot''' function.
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:c) If the checkbox is checked, the project view now contains Tasks A, B, C, D, E, and F. 
 +
 
 +
:d) If the checkbox is unchecked, the project view now contains only Tasks D, E, and F.
  
 
==Reset Unique Ids On Update==
 
==Reset Unique Ids On Update==
  
1) The '''Reset unique ids on update''' checkbox is '''disabled''' 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 Microsoft Project '''source plans''' from different physical files into a single '''source plan''' where the Microsoft Project '''Unique IDs''' do not match.  Contact OnePager '''Support''' for information on how to use this rarely-used feature: [[Getting Support and Contacting Chronicle Graphics for Version 6.1 | Getting Support and Contacting Chronicle Graphics]] 30.0.1-61.
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1) The '''Reset unique ids on update''' checkbox is '''disabled''' 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 Microsoft Excel '''source plans''' from different physical files into a single '''source plan''' where the Microsoft Excel '''Unique IDs''' do not match.  Contact OnePager '''Support''' for information on how to use this rarely-used feature: [[Getting Support and Contacting Chronicle Graphics for Version 6.1 | Getting Support and Contacting Chronicle Graphics]]. <!--30.0.1-61.-->
  
2) Please see the article at:  [[Field Mappings Tab for OnePager Express for Version 6.1 | Field Mappings Tab for OnePager Express]] 21.15.1-61 for more details on selecting alternate '''Unique ID''' fields for this purpose.
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2) Please see the article at:  [[Field Mappings Tab for OnePager Express for Version 6.1 | Field Mappings Tab for OnePager Express]] <!--21.16.1-61--> for more details on selecting alternate '''Unique ID''' fields for this purpose.
  
 
3)  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].
 
3)  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].
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==Task Representation==
 
==Task Representation==
  
These radio buttons let you select how a task is represented: as a task by a '''Gantt bar''' or by a '''Milestone at the start or end date''' of the task.
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1) These radio buttons let you select how a task is represented: as a task by a '''Gantt bar''' or by a '''Milestone at the start or end date''' of the task.
  
1)  Below is an example of a protion of a project view with tasks represented as '''Gantt bars''':
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2)  Below is an example of a protion of a project view with tasks represented as '''Gantt bars''':
  
<center>[[File:P61-21_13_1-61-(13)-11112018.png]]</center>
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<center>[[File:X61-21_14_1-61-(13)-11122018.png]]</center>
<center>&lt;P61-21_13_1-61-(13)-11112018.png&gt;</center>
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<!--center>&lt;X61-21_14_1-61-(13)-11122018.png&gt;</center-->
  
2) If we click the '''Milestone at start''' radio button and the tab's '''OK''' or '''Apply''' button, the protion of the project view looks like this:
+
3) If we click the '''Milestone at start''' radio button and the tab's '''OK''' or '''Apply''' button, the portion of the project view looks like this:
  
<center>[[File:P61-21_13_1-61-(14)-11112018.png]]</center>
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<center>[[File:X61-21_14_1-61-(14)-11122018.png]]</center>
<center>&lt;P61-21_13_1-61-(14)-11112018.png&gt;</center>
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<!--center>&lt;PX61-21_14_1-61-(14)-11122018.png&gt;</center-->
  
3) If we select the '''Milestones at end''' radio button option and click the tab's '''OK''' or '''Apply''' button, the portion of the project view in the above illustration changes to look like this:
+
4) If we select the '''Milestones at end''' radio button option and click the tab's '''OK''' or '''Apply''' button, the portion of the project view in the above illustration changes to look like this:
  
<center>[[File:P61-21_13_1-61-(15)-11112018.png]]</center>
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<center>[[File:X61-21_14_1-61-(15)-11122018.png]]</center>
<center>&lt;P61-21_13_1-61-(15)-11112018.png&gt;</center>
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<!--center>&lt;X61-21_14_1-61-(15)-11122018.png&gt;</center-->
  
4)  Making the selection in the '''PVP''' form changes all tasks in the project view to the selected option.  You can individually '''maverick''' a task/milestone shape by selecting it with a right-click and use the '''Format ...''' Command in the '''Context Menu''' to access the '''Change task/milestone properties''' form to change the shape at the '''Format''' tab.
+
5)  Making the selection in the '''PVP''' form changes all tasks in the project view to the selected option.  You can individually '''maverick''' a task/milestone shape by selecting it with a right-click and use the '''Format ...''' Command in the '''Context Menu''' to access the '''Change task/milestone properties''' form to change the shape at the '''Format''' tab.
  
 
==Default Snapshot Date==
 
==Default Snapshot Date==
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3) In this control group you have four (4) options for setting the basis for the '''default snapshot date''' that is used for all snapshots created for this project view:
 
3) In this control group you have four (4) options for setting the basis for the '''default snapshot date''' that is used for all snapshots created for this project view:
  
:(1) '''Last-modified date'''.  This is the date that the Microsoft Project '''source plan''' was '''last modified'''.
+
:(1) '''Last-modified date'''.  This is the date that the Microsoft Excel '''source plan''' was '''last modified'''.
  
:(2) '''Current date'''.  This date is the date when you imported the data from your Microsoft Project '''source plan''' into OnePager to create the '''snapshot'''.
+
:(2) '''Current date'''.  This date is the date when you imported the data from your Microsoft Excel '''source plan''' into OnePager to create the '''snapshot'''.
  
:(3) '''Status date (then last modified)'''.  This is the date established in the Microsoft Project '''source plan''' for the '''status date''' of the '''source plan'''.  If there is no value for the '''status date''' in the Microsoft Project '''source plan''', OnePager Express 6.1 uses the '''Last-Modified date'''.
+
:(3) '''Sheet name (then last modified)'''.  This is the date established in the Microsoft Excel '''source plan''' for the '''status date''' of the '''source plan''' found in the '''Sheet name''' tab.  If there is no value for the '''status date''' in the Microsoft Excel '''source plan''' '''Sheet name''' tab, OnePager Express 6.1 uses the '''Last-Modified date'''.
  
:(4) '''Status date (then current)'''.  This is the date established in the Microsoft Project '''source plan''' for the '''status date''' of the plan.  If there is no value for the '''status date''' in the Microsoft Project '''source plan''', OnePager Express 6.1 uses the '''current date'''.
+
:(4) '''Sheet name (then current)'''.  This is the date established in the Microsoft Excel '''source plan''' for the '''status date''' of the '''source plan''' found in the '''Sheet name''' tab.  If there is no value for the '''status date''' in the Microsoft Excel '''source plan''' '''Sheet name''' tab, OnePager Express 6.1 uses the '''current date'''.
  
 
2) The controls for the '''snapshot date''' selection feature are shown in the '''Advanced''' tab below:
 
2) The controls for the '''snapshot date''' selection feature are shown in the '''Advanced''' tab below:
  
<center>[[File:P61-21_13_1-61-(16)-11112018.png]]</center>
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<center>[[File:X61-21_14_1-61-(16)-11122018.png]]</center>
<center>&lt;P61-21_13_1-61-(16)-11112018.png&gt;</center>
+
<!--center>&lt;X61-21_14_1-61-(16)-11122018.png&gt;</center-->
  
 
==Row hiding options==
 
==Row hiding options==
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1) The controls in this group govern the operation of '''automatic hiding''' (cropping) of rows.  Access to the '''Row Hiding Options''' form is by clicking the '''Row hiding options''' button in the '''PVP''' form's '''Advanced''' tab as shown below:
 
1) The controls in this group govern the operation of '''automatic hiding''' (cropping) of rows.  Access to the '''Row Hiding Options''' form is by clicking the '''Row hiding options''' button in the '''PVP''' form's '''Advanced''' tab as shown below:
  
<center>[[File:P61-21_13_1-61-(17)-11112018.png]]</center>
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<center>[[File:X61-21_14_1-61-(17)-11122018.png]]</center>
<center>&lt;P61-21_13_1-61-(17)-11112018.png&gt;</center>
+
<!--center>&lt;X61-21_14_1-61-(17)-11122018.png&gt;</center-->
  
 
2) When the '''Row hiding options''' button is clicked, the '''Row Hiding Options''' form shown below appears providing you with four (4) options to select:
 
2) When the '''Row hiding options''' button is clicked, the '''Row Hiding Options''' form shown below appears providing you with four (4) options to select:
  
<center>[[File:P61-21_13_1-61-(18)-11112018.png]]</center>
+
<center>[[File:PX61-21_14_1-61-(18)-11122018.png]]</center>
<center>&lt;P61-21_13_1-61-(18)-11112018.png&gt;</center>
+
<!--center>&lt;X61-21_14_1-61-(18)-11122018.png&gt;</center-->
  
 
:(1) '''Look at current snapshot only'''.  When this checkbox is checked '''ON''', OnePager Express 6.1 only examines the '''current snapshot''' when deciding which rows are empty.  When this checkbox is '''OFF''', OnePager Express 6.1 considers a '''row empty''' only if it is unoccupied across '''all snapshots'''.    In either case, the '''auto-row hiding''' action hides rows in '''all snapshots'''.
 
:(1) '''Look at current snapshot only'''.  When this checkbox is checked '''ON''', OnePager Express 6.1 only examines the '''current snapshot''' when deciding which rows are empty.  When this checkbox is '''OFF''', OnePager Express 6.1 considers a '''row empty''' only if it is unoccupied across '''all snapshots'''.    In either case, the '''auto-row hiding''' action hides rows in '''all snapshots'''.
Line 214: Line 214:
 
3) When tasks and their respective rows are '''hidden''' and subsequently cropped, the '''Where’s My Stuff?!''' form can be accessed from the OnePager Express 6.1 ribbon’s '''Home''' tab in the '''Editing''' group and shown here:
 
3) When tasks and their respective rows are '''hidden''' and subsequently cropped, the '''Where’s My Stuff?!''' form can be accessed from the OnePager Express 6.1 ribbon’s '''Home''' tab in the '''Editing''' group and shown here:
  
<center>[[File:P61-21_13_1-61-(19)-11112018.png]]</center>
+
<center>[[File:X61-21_14_1-61-(19)-11122018.png]]</center>
<center>&lt;P61-21_13_1-61-(19)-11112018.png&gt;</center>
+
<!--center>&lt;X61-21_14_1-61-(19)-11122018.png&gt;</center-->
 
+
4) For more information on the '''Where's My Stuff?!''' feature pleas see the article at: [[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 6.1 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] 9.4.1-61
+
 
+
==Server Method Selection==
+
 
+
1)  The '''Server method''' dropdown on the '''Advanced''' tab for '''OPP Add-in''' application lets you specify whether to use Microsoft Project Professional to read data from Microsoft Project Server/Online '''source plans''' or to directly read your project data from the server. 
+
 
+
:a) Using Microsoft Project Professional to read the data is recommended because it makes more '''local custom fields''' available to you.
+
 
+
:b) For example the numbered baseline fields (Baseline 1 Start, etc.) are generally not available when you ask OnePager Express to read the data directly from the server but are available when you let Microsoft Project do the reading for OnePager Express.
+
 
+
2) This option is only available in '''OPP Add-in''' and not for the '''OPP Desktop''' application.
+
 
+
3)  To make your selection click on the dropdown and click your choice as shown below:
+
 
+
<center>[[File:P61-21_13_1-61-(20)-11112018.png]]</center>
+
<center>&lt;P61-21_13_1-61-(20)-11112018.png&gt;</center>
+
  
4) For more information please go to this article: [[Using OnePager Express with Server Resident Project Plans for Version 6.1 (Portal) | Using OnePager Express with Server Resident Project Plans (Portal)]] 8.5.1-61
+
4) For more information on the '''Where's My Stuff?!''' feature pleas see the article at: [[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 6.1 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]]. <!--9.4.1-61-->
  
 
==Clipboard Format==
 
==Clipboard Format==
Line 244: Line 227:
 
3) Although the default option is '''EMF format''', you can change the default to the alternative option of '''Image PNG''' as shown below:
 
3) Although the default option is '''EMF format''', you can change the default to the alternative option of '''Image PNG''' as shown below:
  
<center>[[File:P61-21_13_1-61-(21)-11112018.png]]</center>
+
<center>[[File:X61-21_14_1-61-(20)-11122018.png]]</center>
<center>&lt;P61-21_13_1-61-(21)-11112018.png&gt;</center>
+
<!--center>&lt;X61-21_14_1-61-(20)-11122018.png&gt;</center-->
  
 
==Image file DPI==
 
==Image file DPI==
Line 253: Line 236:
 
2) The selection options are '''96 DPI''', '''200 DPI''', and '''300 DPI''' as shown below:
 
2) The selection options are '''96 DPI''', '''200 DPI''', and '''300 DPI''' as shown below:
  
<center>[[File:P61-21_13_1-61-(22)-11112018.png]]</center>
+
<center>[[File:X61-21_14_1-61-(21)-11122018.png]]</center>
<center>&lt;P61-21_13_1-61-(22)-11112018.png&gt;</center>
+
<!--center>&lt;X61-21_14_1-61-(21)-11122018.png&gt;</center-->
  
3) For more information on '''image outputs''' from OnePager Express 6.1, please the articles at: [[Managing Project View Data for Version 6.1 | Managing Project View Data (Portal)]] 23.0.1-61 and specifically the section at:  [[Sharing Project Views for Version 6.1 (Portal)#Sharing an Image | Sharing an Image]] 23.2.1-61.
+
3) For more information on '''image outputs''' from OnePager Express 6.1, please the articles at: [[Managing Project View Data for Version 6.1 | Managing Project View Data (Portal)]] <!--23.0.1-61--> and specifically the section at:  [[Sharing Project Views for Version 6.1 (Portal)#Sharing an Image | Sharing an Image]]. <!--23.2.1-61.-->
  
 
==Related Links==
 
==Related Links==
  
[[Absorbing one task into another for Version 6.1 | Absorbing one task into another]] 17.0.1-61
+
[[Absorbing one task into another for Version 6.1 | Absorbing one task into another]] <!--17.0.1-61-->
  
[[Data-Driven Task Links for OnePager Express for Version 6.1 | Data-Driven Task Links for OnePager Express]] 19.1.1.1-61
+
[[Data-Driven Task Links for OnePager Express for Version 6.1 | Data-Driven Task Links for OnePager Express]] <!--19.1.1.2-61-->
  
[[Creating and Managing Virtual Summary Tasks for Version 6.1 | Creating and Managing Virtual Summary Tasks]] 18.0.1-61
+
[[Creating and Managing Virtual Summary Tasks for Version 6.1 | Creating and Managing Virtual Summary Tasks]] <!--18.0.1-61-->
  
[[Merging the Wrong Tasks into a Project View for Version 6.1 - OnePager Express | Merging the Wrong Tasks into a Project View - OnePager Express]] 7.11.1-61
+
[[Merging the Wrong Tasks into a Project View for Version 6.1 - OnePager Express | Merging the Wrong Tasks into a Project View - OnePager Express]] <!--7.12.1-61-->
  
[[Getting Support and Contacting Chronicle Graphics for Version 6.1 | Getting Support and Contacting Chronicle Graphics]] 30.0.1-61
+
[[Getting Support and Contacting Chronicle Graphics for Version 6.1 | Getting Support and Contacting Chronicle Graphics]] <!--30.0.1-61-->
  
[[Field Mappings Tab for OnePager Express for Version 6.1 | Field Mappings Tab for OnePager Express]] 21.15.1-61
+
[[Field Mappings Tab for OnePager Express for Version 6.1 | Field Mappings Tab for OnePager Express]] <!--21.16.1-61-->
  
[[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 6.1 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] 9.4.1-61
+
[[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 6.1 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] <!--9.4.1-61-->
  
[[Using OnePager Express with Server Resident Project Plans for Version 6.1 (Portal) | Using OnePager Express with Server Resident Project Plans (Portal)]] 8.5.1-61
+
[[Using OnePager Express with Server Resident Project Plans for Version 6.1 (Portal) | Using OnePager Express with Server Resident Project Plans (Portal)]] <!--8.5.1-61-->
  
[[Managing Project View Data for Version 6.1 | Managing Project View Data (Portal)]] 23.0.1-61
+
[[Managing Project View Data for Version 6.1 | Managing Project View Data (Portal)]] <!--23.0.1-61-->
  
[[Sharing Project Views for Version 6.1 (Portal) | Sharing Project Views (Portal)]] 23.2.1-61  
+
[[Sharing Project Views for Version 6.1 (Portal) | Sharing Project Views (Portal)]] <!--23.2.1-61-->
  
 
[https://www.onepager.com/support/faq.php?id=95 Selecting a Custom Unique ID].
 
[https://www.onepager.com/support/faq.php?id=95 Selecting a Custom Unique ID].
Line 294: Line 277:
 
[[Category:Sharing Output]]
 
[[Category:Sharing Output]]
 
[[Category:Virtual Summary Tasks]]
 
[[Category:Virtual Summary Tasks]]
[[Category:Cropping Rows]]
+
[[Category:Hiding Rows]]
 
[[Category:Row Stripes]]
 
[[Category:Row Stripes]]
 
[[Category:Swimlane Stripes]]
 
[[Category:Swimlane Stripes]]
Line 302: Line 285:
 
[[Category:Importing]]
 
[[Category:Importing]]
 
[[Category:Row/Swimlane Borders]]
 
[[Category:Row/Swimlane Borders]]
[[Category:Cropping Rows]]
+
[[Category:Hiding Rows]]
 
[[Category:Clip]]
 
[[Category:Clip]]
 
[[Category:Unique ID]]
 
[[Category:Unique ID]]

Latest revision as of 12:51, 24 December 2018

About the Advanced Tab-OnePager Express

This tab controls various other properties of the project view and looks like this:

X61-21 14 1-61-(1)-11122018.png

Display Options

The Display Options group contains a number of checkboxes for making ON/OFF choices:

a) Show hover boxes. This checkbox controls the display of detailed information about each task/milestone when the mouse cursor hovers over it. This information includes the start/finish dates, the task/milestone name, and the Task ID of the task from the Microsoft Excel source plan. An example is shown below.
X61-21 14 1-61-(2)-11122018.png
b) Format with times. When this checkbox is checked, the snapshot dates are displayed with a time of day component. Snapshot dates that differ by their time of day component are considered different snapshot dates.
i) For example, June 5, 2019 becomes June 5, 2019 5:23 PM and is a different snapshot date than June 5, 2019 6:00 PM.
ii) Note that this setting no longer controls the format of the dates on the tasks and milestones.
iii) Below is an example of the Select Snapshot form displaying the date format with time:
X61-21 14 1-61-(3)-11122018.png
c) Show time cursor. When this checkbox is checked, the vertical time-cursor line is shown as shown here:
X61-21 14 1-61-(4)-11122018.png
i) Unchecking the Show time cursor hides the vertical time-cursor line.
ii) There is also a checkbox in the OnePager Express 6.1 View ribbon in the Graphic Elements group called Time Cursor that causes the vertical time-cursor line to be shown when the checkbox is checked ON as shown below:
X61-21 14 1-61-(5)-11122018.png
d) Allow absorption. When this checkbox is checked, you can drag one task onto another task and be prompted to absorb the former into the latter. When the checkbox is unchecked, this process does not take place and one task dragged over another is displayed as two separate tasks superimposed. For more information on Absorbed Tasks please see the article at: Absorbing one task into another.
e) Show absorbed dates. Checking this checkbox ON tells OnePager Express 6.1 to create a Comment Box associated with the absorbed task connected to the task absorbing the absorbed task and provides you the option of specifying the date displayed in the Comment Box as shown below:
X61-21 14 1-61-(6)-11122018.png
i) The illustration above show the result of absorbing the first task where a Comment Box is displayed connected to the absorbing task.
ii) Also shown in the illustration above is a second task in the process of being absorbed where the Absorption Options form is shown. Making a selection from the radio buttons and clicking OK creates the second Comment Box.
iii) You have the option to display the At end date, At start date, or At both start and end date.
iv) For more information please see the article at this link: Absorbing one task into another.
f) Copy edits to all snapshots (CTAS). The checkbox is a toggle switch that turns ON and OFF the propagation of Maverick changes to all snapshots (turned ON) or to keep Maverick changes to tasks/milestones in the current snapshot (turned OFF). This checkbox affects editing of the following task/milestone properties:
i) Color
ii) Shape
iii) Fill Pattern
iv) Border
v) Text Font
vi) Task/milestone height
vii) Task Links
For more information on how CTAS applies to the new Task Links feature in OnePager Express 6.1, pleas see the section at: Data-Driven Task Links for OnePager Express - Condition 2: The Copy Edits to All Snapshots (CTAS) Feature and Data-Driven Task Links.
g) Clip task/milestone labels at graph edges. If this checkbox is checked ON, OnePager Express 6.1 clips all task/milestone labels that extend over the edge of the graph so that the labels no longer extend over the graph boundaries.
i) The project view below shows how OnePager Express 6.1 handles task/milestone labels that extend into the displayed Row/Swimlane label area when the checkbox is checked ON:
X61-21 14 1-61-(7)-11122018.png
ii) Here is the same project view with the checkbox unchecked:
X61-21 14 1-61-(8)-11122018.png
g) Overlay VST elements. When this checkbox is checked ON, during the construction of a Virtual Summary Task (VST) with milestones, the milestones are displayed on top of the created VST bar.
i) See the article at this link for more information: Creating and Managing Virtual Summary Tasks.
ii) An example is provided below:
X61-21 14 1-61-(9)-11122018.png
h) Lock background. When this checkbox is checked ON, all background shapes are frozen.
i) This includes images, swimlane titles, graph title, and time axis annotation.
ii) Clicking any of them with the mouse no longer selects them, so it becomes easier to select tasks and milestones with the selection lasso.

Task/Milestone Threshold

1) This numeric window controls whether short duration tasks are displayed as task bars or as milestone symbols. The unit of measure is task bar duration in number of days.

2) With the setting shown in the PVP form at the top of this article of two (2) days, any task in the project view that is less than two (2) days duration is displayed as a milestone symbol. Therefore, one day tasks are displayed as milestones symbols with the default settings of two (2) days. Since no duration can be less than zero (0), setting the parameter to zero (0) turns off all conversion of tasks into milestones symbols, which means that you can see Gantt bars with very small width, which makes them very hard to see and to select.

Warn If Import Exceeds

1) This checkbox tells OnePager to provide a warning message if the number of task/milestones imported exceeds the quantity set in the adjacent window.

2) Recall that OnePager has the capability to make multiple pages of output both vertically and horizontally. The warning message example below is configured so that it can issue the warning if more than 10 tasks were imported.

X61-21 14 1-61-(10)-11122018.png

Warn Of Merging Tasks

1) The checkbox shown in the Advanced tab at the beginning of this article is accompanied by a Warning options button.

2) When this checkbox is checked ON, the Warning options button is enabled. Clicking the Warning options button accesses the Set warning thresholds form shown below:

X61-21 14 1-61-(11)-11122018.png

3) This form allows you to set your own parameters for when you wish to be warned if too many extra tasks are being merged or too many tasks are missing.

a) Setting these percentages to 100% has the impact of turning the fixes and warning off.
b) Setting the percentages to 0% provides an assurance that any extra or missing tasks triggers the fixes and warnings.

4) When this checkbox is checked ON, OnePager Express 6.1 looks to see if too many newly introduced task/milestones are being imported when updating a snapshot or if too many tasks are missing per the thresholds set in the form above.

5) After making the calculation, OnePager Express 6.1 provides a warning message asking if you want to proceed with the update of the snapshot or not.

6) Additionally, the warning message also give you access to the See Extra and Missing Tasks form so you can make a fix if desired. The warning message example below was configured so that it issues the warning if more than 45 percent of the tasks differ from those of the current project view.

X61-21 14 1-61-(10)-11122018.png

7) For more information on how to make fixes to these situations please go to this article: Merging the Wrong Tasks into a Project View - OnePager Express.

Merge Tasks On Snapshot Replacement:

1) The Merge tasks on snapshot replacement checkbox supports the import of multiple Microsoft Excel source plans to form single project view.

2) A simple example shows how this checkbox works.

a) Suppose that the first Microsoft Excel source plan contains Tasks A, B, and C and that the second plan contains Tasks D, E, and F.
b) After making a new project view from the first source plan, you open the second Microsoft Excel source plan and update the project view in Replace Snapshot mode.
c) If the checkbox is checked, the project view now contains Tasks A, B, C, D, E, and F.
d) If the checkbox is unchecked, the project view now contains only Tasks D, E, and F.

Reset Unique Ids On Update

1) The Reset unique ids on update checkbox is disabled 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 Microsoft Excel source plans from different physical files into a single source plan where the Microsoft Excel Unique IDs do not match. Contact OnePager Support for information on how to use this rarely-used feature: Getting Support and Contacting Chronicle Graphics.

2) Please see the article at: Field Mappings Tab for OnePager Express for more details on selecting alternate Unique ID fields for this purpose.

3) For additional help please go to the following link to the OnePager Frequently Asked Questions page: Selecting a Custom Unique ID.

4) If you encounter difficulties, contact our Support Team at support ticket, by e-mailing us, or by calling +1.303.779.0344.

Task Representation

1) These radio buttons let you select how a task is represented: as a task by a Gantt bar or by a Milestone at the start or end date of the task.

2) Below is an example of a protion of a project view with tasks represented as Gantt bars:

X61-21 14 1-61-(13)-11122018.png

3) If we click the Milestone at start radio button and the tab's OK or Apply button, the portion of the project view looks like this:

X61-21 14 1-61-(14)-11122018.png

4) If we select the Milestones at end radio button option and click the tab's OK or Apply button, the portion of the project view in the above illustration changes to look like this:

X61-21 14 1-61-(15)-11122018.png

5) Making the selection in the PVP form changes all tasks in the project view to the selected option. You can individually maverick a task/milestone shape by selecting it with a right-click and use the Format ... Command in the Context Menu to access the Change task/milestone properties form to change the shape at the Format tab.

Default Snapshot Date

1) OnePager establishes the default date of the snapshot based upon data imported from the Microsoft Project source plan.

2) You can, of course, change the snapshot date to a value different from the default date in the OnePager Choices form.

3) In this control group you have four (4) options for setting the basis for the default snapshot date that is used for all snapshots created for this project view:

(1) Last-modified date. This is the date that the Microsoft Excel source plan was last modified.
(2) Current date. This date is the date when you imported the data from your Microsoft Excel source plan into OnePager to create the snapshot.
(3) Sheet name (then last modified). This is the date established in the Microsoft Excel source plan for the status date of the source plan found in the Sheet name tab. If there is no value for the status date in the Microsoft Excel source plan Sheet name tab, OnePager Express 6.1 uses the Last-Modified date.
(4) Sheet name (then current). This is the date established in the Microsoft Excel source plan for the status date of the source plan found in the Sheet name tab. If there is no value for the status date in the Microsoft Excel source plan Sheet name tab, OnePager Express 6.1 uses the current date.

2) The controls for the snapshot date selection feature are shown in the Advanced tab below:

X61-21 14 1-61-(16)-11122018.png

Row hiding options

1) The controls in this group govern the operation of automatic hiding (cropping) of rows. Access to the Row Hiding Options form is by clicking the Row hiding options button in the PVP form's Advanced tab as shown below:

X61-21 14 1-61-(17)-11122018.png

2) When the Row hiding options button is clicked, the Row Hiding Options form shown below appears providing you with four (4) options to select:

PX61-21 14 1-61-(18)-11122018.png
(1) Look at current snapshot only. When this checkbox is checked ON, OnePager Express 6.1 only examines the current snapshot when deciding which rows are empty. When this checkbox is OFF, OnePager Express 6.1 considers a row empty only if it is unoccupied across all snapshots. In either case, the auto-row hiding action hides rows in all snapshots.
(2) Hide newly-empty rows on import. When this checkbox is checked ON, OnePager Express 6.1 automatically hides any rows that becomes empty because tasks are missing when you UPDATE a project view. When this checkbox is OFF, OnePager Express 6.1 leaves any empty rows that became empty because of such missing tasks.
(3) Unhide rows for flagged tasks/milestones. When this checkbox is checked ON, OnePager Express 6.1 automatically unhides hidden rows if they contain any of the tasks/milestones that are flagged for import on the current snapshot. If the checkbox is OFF, OnePager Express 6.1 continues to hide previously hidden rows.
(4) Hide rows when tasks are outside date range. When this option is selected, OnePager Express 6.1 automatically hides any empty rows where tasks and/or milestones are outside the Start date and End date established for the project view. The Start date and End date settings are either generated by OnePager Express 6.1 based upon the range of dates provided from the source packet, set in the PVP form Time Axis tab's Calendar sub-tab, or set in the OnePager Express 6.1 View ribbon tab in the Dates control group.

3) When tasks and their respective rows are hidden and subsequently cropped, the Where’s My Stuff?! form can be accessed from the OnePager Express 6.1 ribbon’s Home tab in the Editing group and shown here:

X61-21 14 1-61-(19)-11122018.png

4) For more information on the Where's My Stuff?! feature pleas see the article at: Managing Hidden Tasks and Milestones Using "Where's My Stuff?!".

Clipboard Format

1) The default clipboard format is Vector EMF (Enhanced Meta File).

2) Essentially, this format is vector output with capabilities to retain high quality resolution when moving from the project view snapshot to Microsoft PowerPoint, Word, Excel, or email messages.

3) Although the default option is EMF format, you can change the default to the alternative option of Image PNG as shown below:

X61-21 14 1-61-(20)-11122018.png

Image file DPI

1) This control provides the capability for you to select between three DPI settings when outputting images from OnePager Express 6.1 to other media.

2) The selection options are 96 DPI, 200 DPI, and 300 DPI as shown below:

X61-21 14 1-61-(21)-11122018.png

3) For more information on image outputs from OnePager Express 6.1, please the articles at: Managing Project View Data (Portal) and specifically the section at: Sharing an Image.

Related Links

Absorbing one task into another

Data-Driven Task Links for OnePager Express

Creating and Managing Virtual Summary Tasks

Merging the Wrong Tasks into a Project View - OnePager Express

Getting Support and Contacting Chronicle Graphics

Field Mappings Tab for OnePager Express

Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"

Using OnePager Express with Server Resident Project Plans (Portal)

Managing Project View Data (Portal)

Sharing Project Views (Portal)

Selecting a Custom Unique ID.

(21.14.1-61)