Difference between revisions of "Anatomy of a OnePager Chart"
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The figure below shows the main features of the OnePager project view chart: | The figure below shows the main features of the OnePager project view chart: | ||
| − | <center>[[File: | + | <center>[[File:P53-6_-53-(1A)-04152016.png]]</center> |
| − | This very busy | + | This very busy chart has more than you would normally put into one graph in order to illustrate most of the elements listed in the numbered paragraphs below. |
| − | + | Not all elements in the list below are shown in the project view above to avoid clutter. (The red callout text bubbles are not part of OnePager, of course, but are used to label the elements): | |
| − | + | 1) '''Swimlanes''' swimlanes are defined as a set of contiguous rows, grouped together, '''sorted''' in sequence, and '''labeled''' in the left most column of the project view. Swimlanes can be manipulated in various ways (i.e., '''ordered''' and '''reordered''', '''moved''' up or down, '''added, deleted, merged, split, hidden''' and '''unhidden''', and '''created''' from existing rows). | |
| − | + | 2) '''Swimlane Labels''' optional '''labels''' for each swimlane. Click this area to add or edit the '''label'''. | |
| − | + | 3) '''Swimlane Stripes''' alternating swimlane '''colors''' giving a '''horizontal stripe''' effect to the project view. (Not shown above.) | |
| − | + | 4) '''Rows''' rows are the lowest level of horizontal organization. Rows contain tasks and milestones and are always contained in a swimlane, even if the swimlane '''label''' column is '''hidden'''. Rows can be manipulated in ways similar to swimlanes: '''ordered''' and '''reordered''', '''moved''' up and down (within and between swimlanes), '''added, deleted, hidden''', and '''unhidden'''. Rows may be moved to different swimlanes. | |
| − | + | 5) '''Row Labels''' row '''labels''' are the text contained in a column to the immediate right of the '''Swimlane Label''' column. | |
| − | + | 6) '''Row Stripes''' alternating row '''colors''' giving a '''horizontal stripe''' effect to the project view. | |
| − | + | 7) '''The Corner''' this is the upper left and lower left corners of the project view where the Row/Swimlane '''headers''' and '''timeline axis unit labels''' reside. | |
| − | + | 8) '''Swimlane Header''' the optional swimlane '''heade'''r shares the same area (The Corner) as the '''timeline axis unit label'''. One or the other may be shown, but not both. When swimlanes '''labels''' are '''hidden''', the swimlane '''header''' is not displayed. When a column is selected for the swimlane '''label''' from the Microsoft Project or Microsoft Excel plan, the swimlane '''label''' value will be shown in the '''header'''. The swimlane '''header''' may be edited after the project view is created. | |
| − | + | 9) '''Row Header''' the optional row '''header''' shares the same area (The Corner) as the '''timeline axis unit label'''. One or the other may be shown, but not both. When row '''labels''' are '''hidden''', the row '''header''' is not displayed. When a column is selected for the row '''label''' from the Microsoft Project or Microsoft Excel plan, the row '''label''' value will be shown in the '''header'''. The row '''header''' may be edited after the project view is created. | |
| − | + | 10) '''Time Axis''' this set of '''tic marks''' and '''labels''' on the top or bottom of the graph (or both) shows the time divisions of the timeline. You can choose the have the divisions be days, weeks, months, quarters, etc. You may specify calendar year or '''fiscal year''' formats and there are provisions for handling '''fiscal year''' starts mid-week. You may also specify '''background colors''' for the '''time axes'''. The '''timeline axis unit label''', not shown in the diagram above, may be in either one of the corners (as defined above). | |
| − | + | 11) '''Time Cursor''' this optional vertical line shows the '''Snapshot date''' related to the '''timeline axes'''. | |
| − | + | 12) '''Tasks and Milestones''' these are the main elements of your project plans and reside in rows. Task/milestones are provided in different '''shapes, colors, fill patterns, and borders'''. Additionally, task/milestones may be '''decorated''' with '''deadline shapes and endpoint shapes''' positioned by '''date''' information input from the Microsoft Project plan or Microsoft Excel. | |
| − | : | + | :a) '''Tasks''' a '''colored''' Gantt bar that shows its '''start and end dates'''. |
| − | + | :b) '''Milestones''' a '''colored symbol''' that represents a milestone. You can choose to represent any task by a milestone symbol at its '''start or finish date'''. Additionally, OnePager can represent milestones that are 100 percent complete as '''filled in''' with the designated '''color''' and milestones that are not 100 percent complete as '''hollow''' milestone. As with tasks, milestones are available in various selected '''shapes, fills, and borders'''. There are over a hundred milestone '''shapes''' available in OnePager. | |
| − | + | 13) '''Baseline decorations''' these optional slightly-transparent '''shapes symbols''' show the baseline schedule of a task or a milestone. | |
| − | + | 14) '''Percent-Complete''' is represented as a '''thermometer bar''' in the lower part of the Gantt bar showing how much of the activity was completed as of the '''snapshot date'''. This is shown as a yellow bar in the diagram above. '''Note''' that this bar does nothing more than represent the '''percent-complete''' column imported from Microsoft Project or Microsoft Excel. | |
| − | + | 15) '''Critical-Path Segments''' optional bar segments on the upper part of the Gantt bar showing where the task's '''critical path''' intersects on the Gantt bar. This optional bar segment may take on any available '''color'''. | |
| − | + | 16) '''Deadlines''' task and milestones may be decorated with '''deadline shapes'''. '''Deadline dates''' are taken from your '''deadline''' column imported from Microsoft Project or Microsoft Excel. (Not shown above.) '''Deadline''' shapes available are shared with milestone shapes in OnePager and have similar controllable properties. | |
| − | + | 17) '''Endpoints''' tasks may have up to four (4) '''endpoints''' defined based upon imported date fields. | |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | :a) By default, the following columns are assigned to the following Endpoints in Microsoft Project (Not shown above.): | |
| − | + | ::* '''Endpoint 1''' Start Date. | |
| + | ::* '''Endpoint 2''' Finish Date. | ||
| + | ::* '''Endpoint 3''' Baseline Start Date. | ||
| + | ::* '''Endpoint 4''' Baseline Finish Date. | ||
| − | + | :b) There are four (4) '''endpoints''' also defined for project views whose data are from Microsoft Excel. For these '''endpoints''' you must specifically define the column associations in the '''template''' or Project-View Properties ('''PVP''') form. | |
| − | + | 18) '''Comment Box''' this versatile element lets you attach additional information at one or more positions along any task or milestone. You can use the '''comment box''' to convey information about milestones, meetings, and phase gates that happen '''inside''' an extended time period. These comments can change from '''snapshot to snapshot'''. Each '''comment box''' can have an optional '''anchor''' on the task/milestone (connected) that it is attached. '''Comment box borders''' and '''anchors''' may be transparent in which case only the content of the '''comment box''' is visible. Finally, '''comment boxes''' may be '''repositioned''' and '''resized''' by using conventional drag and drop mouse operations. (Not shown above.) | |
| − | + | 19) '''Event Link''' these connecting line segments show relationships among tasks/milestones. For example, they can show cause and effect, or they can show task dependencies. | |
| − | + | 20) '''Curtain''' a top to bottom '''colored and labeled area''' of the project view that can be used to designate an important time period. '''Curtains''' can contain text '''labels'''. You can define any number of curtains and specify their '''start and end period dates'''. Additionally, curtains may be '''resized''' by using conventional drag and drop operations. | |
| − | + | 21) '''Hover Box''' this is a text box that appears and then later disappears when the mouse '''hovers''' over any task/milestone. This feature can be turned on and off from the project view's '''View''' tab. In addition to displaying task name and dates, it displays a '''unique identifier''' that lets you trace the task or milestone back to the row in your Microsoft Project or Microsoft Excel plan. | |
| − | + | 22) '''Legend Item''' an entry describing one '''color/shape''' combination on the screen. Right clicking the '''legend item''' or the '''color''' bar lets you change one '''color/shape''' combination for all affected tasks and milestones. | |
| − | + | 23) '''OnePager Ribbon'''consists of four tabs titled: '''File, Home, View, and Insert'''. Additionally, above the ribbon are the '''save file''' button and the '''undo/redo''' buttons not shown in the diagram above. For OnePager version 5.3 there is one additional tab titled: '''Data'''. | |
| − | + | 24) '''Project View Title''' descriptive '''title''' of the project view that you select. | |
| − | 28) '''OnePager Editor Last Action | + | 25) '''Project View Filename''' the name of the '''.TAM''' file in which the project view is stored and retrieved. (Not shown above) |
| + | |||
| + | 26) '''Header/Footer Elements''' one of six elements ('''header and footer''') that are entered in the Project View Properties ('''PVP''') form. There are three (3) '''header elements''' and three (3) '''footer elements'''. All can be selected from attributes of your project view. The '''header/footer elements''' are accessible on the '''Template Properties''' and '''PVP''' form's '''Headers/Footers''' tab. | ||
| + | |||
| + | 27) '''Snapshot Date''' The date of the '''snapshot''' displayed in the current project view. | ||
| + | |||
| + | 28) '''OnePager Editor Last Action''' The last editing action taken by the Project View Editor ('''PVP'''). | ||
(6.0) | (6.0) | ||
[[Category:Version 5.2]] | [[Category:Version 5.2]] | ||
| + | [[Category:Version 5.3]] | ||
[[Category:Getting Started]] | [[Category:Getting Started]] | ||
[[Category:Core Concepts]] | [[Category:Core Concepts]] | ||
Latest revision as of 18:08, 24 April 2016
The figure below shows the main features of the OnePager project view chart:
-04152016.png)
This very busy chart has more than you would normally put into one graph in order to illustrate most of the elements listed in the numbered paragraphs below.
Not all elements in the list below are shown in the project view above to avoid clutter. (The red callout text bubbles are not part of OnePager, of course, but are used to label the elements):
1) Swimlanes swimlanes are defined as a set of contiguous rows, grouped together, sorted in sequence, and labeled in the left most column of the project view. Swimlanes can be manipulated in various ways (i.e., ordered and reordered, moved up or down, added, deleted, merged, split, hidden and unhidden, and created from existing rows).
2) Swimlane Labels optional labels for each swimlane. Click this area to add or edit the label.
3) Swimlane Stripes alternating swimlane colors giving a horizontal stripe effect to the project view. (Not shown above.)
4) Rows rows are the lowest level of horizontal organization. Rows contain tasks and milestones and are always contained in a swimlane, even if the swimlane label column is hidden. Rows can be manipulated in ways similar to swimlanes: ordered and reordered, moved up and down (within and between swimlanes), added, deleted, hidden, and unhidden. Rows may be moved to different swimlanes.
5) Row Labels row labels are the text contained in a column to the immediate right of the Swimlane Label column.
6) Row Stripes alternating row colors giving a horizontal stripe effect to the project view.
7) The Corner this is the upper left and lower left corners of the project view where the Row/Swimlane headers and timeline axis unit labels reside.
8) Swimlane Header the optional swimlane header shares the same area (The Corner) as the timeline axis unit label. One or the other may be shown, but not both. When swimlanes labels are hidden, the swimlane header is not displayed. When a column is selected for the swimlane label from the Microsoft Project or Microsoft Excel plan, the swimlane label value will be shown in the header. The swimlane header may be edited after the project view is created.
9) Row Header the optional row header shares the same area (The Corner) as the timeline axis unit label. One or the other may be shown, but not both. When row labels are hidden, the row header is not displayed. When a column is selected for the row label from the Microsoft Project or Microsoft Excel plan, the row label value will be shown in the header. The row header may be edited after the project view is created.
10) Time Axis this set of tic marks and labels on the top or bottom of the graph (or both) shows the time divisions of the timeline. You can choose the have the divisions be days, weeks, months, quarters, etc. You may specify calendar year or fiscal year formats and there are provisions for handling fiscal year starts mid-week. You may also specify background colors for the time axes. The timeline axis unit label, not shown in the diagram above, may be in either one of the corners (as defined above).
11) Time Cursor this optional vertical line shows the Snapshot date related to the timeline axes.
12) Tasks and Milestones these are the main elements of your project plans and reside in rows. Task/milestones are provided in different shapes, colors, fill patterns, and borders. Additionally, task/milestones may be decorated with deadline shapes and endpoint shapes positioned by date information input from the Microsoft Project plan or Microsoft Excel.
- a) Tasks a colored Gantt bar that shows its start and end dates.
- b) Milestones a colored symbol that represents a milestone. You can choose to represent any task by a milestone symbol at its start or finish date. Additionally, OnePager can represent milestones that are 100 percent complete as filled in with the designated color and milestones that are not 100 percent complete as hollow milestone. As with tasks, milestones are available in various selected shapes, fills, and borders. There are over a hundred milestone shapes available in OnePager.
13) Baseline decorations these optional slightly-transparent shapes symbols show the baseline schedule of a task or a milestone.
14) Percent-Complete is represented as a thermometer bar in the lower part of the Gantt bar showing how much of the activity was completed as of the snapshot date. This is shown as a yellow bar in the diagram above. Note that this bar does nothing more than represent the percent-complete column imported from Microsoft Project or Microsoft Excel.
15) Critical-Path Segments optional bar segments on the upper part of the Gantt bar showing where the task's critical path intersects on the Gantt bar. This optional bar segment may take on any available color.
16) Deadlines task and milestones may be decorated with deadline shapes. Deadline dates are taken from your deadline column imported from Microsoft Project or Microsoft Excel. (Not shown above.) Deadline shapes available are shared with milestone shapes in OnePager and have similar controllable properties.
17) Endpoints tasks may have up to four (4) endpoints defined based upon imported date fields.
- a) By default, the following columns are assigned to the following Endpoints in Microsoft Project (Not shown above.):
- Endpoint 1 Start Date.
- Endpoint 2 Finish Date.
- Endpoint 3 Baseline Start Date.
- Endpoint 4 Baseline Finish Date.
- b) There are four (4) endpoints also defined for project views whose data are from Microsoft Excel. For these endpoints you must specifically define the column associations in the template or Project-View Properties (PVP) form.
18) Comment Box this versatile element lets you attach additional information at one or more positions along any task or milestone. You can use the comment box to convey information about milestones, meetings, and phase gates that happen inside an extended time period. These comments can change from snapshot to snapshot. Each comment box can have an optional anchor on the task/milestone (connected) that it is attached. Comment box borders and anchors may be transparent in which case only the content of the comment box is visible. Finally, comment boxes may be repositioned and resized by using conventional drag and drop mouse operations. (Not shown above.)
19) Event Link these connecting line segments show relationships among tasks/milestones. For example, they can show cause and effect, or they can show task dependencies.
20) Curtain a top to bottom colored and labeled area of the project view that can be used to designate an important time period. Curtains can contain text labels. You can define any number of curtains and specify their start and end period dates. Additionally, curtains may be resized by using conventional drag and drop operations.
21) Hover Box this is a text box that appears and then later disappears when the mouse hovers over any task/milestone. This feature can be turned on and off from the project view's View tab. In addition to displaying task name and dates, it displays a unique identifier that lets you trace the task or milestone back to the row in your Microsoft Project or Microsoft Excel plan.
22) Legend Item an entry describing one color/shape combination on the screen. Right clicking the legend item or the color bar lets you change one color/shape combination for all affected tasks and milestones.
23) OnePager Ribbonconsists of four tabs titled: File, Home, View, and Insert. Additionally, above the ribbon are the save file button and the undo/redo buttons not shown in the diagram above. For OnePager version 5.3 there is one additional tab titled: Data.
24) Project View Title descriptive title of the project view that you select.
25) Project View Filename the name of the .TAM file in which the project view is stored and retrieved. (Not shown above)
26) Header/Footer Elements one of six elements (header and footer) that are entered in the Project View Properties (PVP) form. There are three (3) header elements and three (3) footer elements. All can be selected from attributes of your project view. The header/footer elements are accessible on the Template Properties and PVP form's Headers/Footers tab.
27) Snapshot Date The date of the snapshot displayed in the current project view.
28) OnePager Editor Last Action The last editing action taken by the Project View Editor (PVP).
(6.0)
