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

Latest revision as of 12:37, 24 December 2018

About the Advanced Tab-OnePager Pro

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

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 Unique-ID of the task from the Microsoft Project source plan. An example is shown below.

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:

c) Show time cursor. When this checkbox is checked, the vertical time-cursor line is shown as shown here:

i) Unchecking the Show time cursor hides the vertical time-cursor line.

ii) There is also a checkbox in the OnePager Pro 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:

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 Pro 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:

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 Pro 6.1, pleas see the section at: Data-Driven Task Links for OnePager Pro - 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 Pro 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 Pro 6.1 handles task/milestone labels that extend into the displayed Row/Swimlane label area when the checkbox is checked ON:

ii) Here is the same project view with the checkbox unchecked:

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:

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 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 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.

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:

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 Pro 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 Pro 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.

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 Pro.

Safely Combine Tasks From Different Files

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.

2) To avoid confusing OnePager Pro when importing additional Microsoft Project source plans during the Replace operation, it is necessary for this feature to be ON and functioning.

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.

4) OnePager Pro can 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.

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.

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.

2) Please see the article at: Field Mappings Tab for OnePager Pro 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:

3) 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:

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:

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 Project 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.

(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 Pro 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 Pro 6.1 uses the current date.

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

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:

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:

(1) Look at current snapshot only. When this checkbox is checked ON, OnePager Pro 6.1 only examines the current snapshot when deciding which rows are empty. When this checkbox is OFF, OnePager Pro 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 Pro 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 Pro 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 Pro 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 Pro 6.1 continues to hide previously hidden rows.

(4) Hide rows when tasks are outside date range. When this option is selected, OnePager Pro 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 Pro 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 Pro 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 Pro 6.1 ribbon’s Home tab in the Editing group and shown here:

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?!".

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 Pro to read the data directly from the server but are available when you let Microsoft Project do the reading for OnePager Pro.

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:

4) For more information please go to this article: Using OnePager Pro with Server Resident Project Plans (Portal).

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:

Image file DPI

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

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

3) For more information on image outputs from OnePager Pro 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 Pro

Creating and Managing Virtual Summary Tasks

Merging the Wrong Tasks into a Project View - OnePager Pro

Getting Support and Contacting Chronicle Graphics

Field Mappings Tab for OnePager Pro

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

Using OnePager Pro with Server Resident Project Plans (Portal)

Managing Project View Data (Portal)

Sharing Project Views (Portal)

Selecting a Custom Unique ID.

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