Difference between revisions of "Anatomy of a OnePager Chart for Version 7.0"

Revision as of 14:40, 4 May 2020

About the OnePager Chart

1) The figure below shows the main features of the OnePager chart.

2) This very busy chart has more than you normally put into one report. This chart was created to illustrate the major feature available with OnePager Pro and Express version 7.0.

3) Not all elements in the list below are shown in the chart above to avoid clutter.

OnePager Chart Components

1) Swimlanes are defined as a set of contiguous rows, grouped together, sorted in sequence in accordance with user selected source plan data, and labeled in the one or all of the swimlane columns selected to show in the chart.

a) 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).

b) OnePager version 7.0 supports three (3) Swimlane Levels.

2) Swimlane Labels are optional labels for each swimlane. Click this area to add or edit the label.

3) Swimlane Stripes are alternating swimlane background colors giving a horizontal stripe effect to the chart. (Not shown above.)

4) Rows are the lowest level of horizontal organization.

a) Rows contain tasks/milestone shapes and are always contained in a swimlane, even if the swimlane label column is hidden.

b) If there are multiple swimlanes defined, the row is a member of each.

c) 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.

d) Rows can be moved to different swimlanes.

5) Text Columns (previously known as row labels) are the text contained in a column or columns in the chart to the immediate right of the Swimlane Label column. There are up to five (5) Text Columns available.

6) Row Stripes are alternating row background colors giving a horizontal stripe effect to the chart.

7) The Corner is the upper left and lower left areas of the chart where the Row/Swimlane column headers and time axis unit labels reside.

8) Swimlane Header shares the same area (The Corner) as the time axis unit label.

a) One or the other can be shown, but not both.

b) When swimlanes labels are hidden, the swimlane header is not displayed.

c) When a field is selected for the swimlane label from the Microsoft Project or Microsoft Excel source plan, the swimlane label value is shown in the header.

d) The swimlane header can be edited after the chart is created.

9) Row Header shares the same area (The Corner) as the time axis unit label.

a) One or the other can be shown, but not both.

b) When row labels are hidden, the row header is not displayed.

c) When a field is selected for the row label from the Microsoft Project or Microsoft Excel source plan, the row label value is shown in the header.

d) The row header can be edited after the chart is created.

10) Time Axis is a set of tic marks and labels on the top or bottom of the chart (or both) showing the time divisions of the time axis.

a) You can choose to have the divisions represent days, weeks, months, quarters, etc.

b) You can specify calendar year or fiscal year formats and there are provisions for handling fiscal year starts mid-week.

c) You can specify background colors for the time axes.

d) You have the capability to re-order the three time axis levels, hide time axis levels and cells, and stretch or compress time axis level cells in any level.

e) The time axis unit label, not shown in the diagram above, can be in either one of the corners (as defined above).

11) The Floating Time Axis is a feature that replicates any or all of the three time axis levels within a chart row or rows.

a) The Floating Time Axis is useful in charts that are vertically long or where it is appropriate to show time axis levels.

b) After their creation, Floating Time Axes can be managed as rows in the chart.

12) Time Cursor is the optional vertical line showing the Snapshot date related to the timeline axes.

13) Task shapes and Milestone shapes are the main elements of your project plans that reside in rows.

a) Task/milestone shapes are provided in different shapes, colors, fill patterns, and borders.

b) Additionally, task/milestone shapes can be decorated with deadline shapes and endpoint shapes that are positioned by date information imported from your Microsoft Project or Microsoft Excel source plan;.

c) Task shapes are colored Gantt bars that shows start and end dates relative to the time axis.

d) Tasks shapes can have borders, fill patterns, different colors, and have optional shapes.

e) Milestone shapes are a colored symbol that represents a milestone.

f) Milestone shapes are positioned on the chart with respect to either their start or end date per your selection.

g) You can choose to represent any task shape by a milestone symbol at its start or finish date.

h) Additionally, OnePager can represent milestone shapes that are 100 percent complete as filled in with the designated color and milestones that are not 100 percent complete as hollow milestone.

i) As with task shapes, milestone shapes are available in various selected shapes, colors, fills, and borders. There are over a hundred milestone shapes available in OnePager.

14) Baseline Decorations are optional slightly-transparent shapes symbols showing the baseline schedule of a task or a milestone taken from data available in the source plan.

15) Percent-Complete is represented as a thermometer bar in the lower part of the Task shape showing how much of the activity completed as of the snapshot date.

a) This is shown as a yellow bar in the diagram above.

b) Note that this bar does nothing more than represent the percent-complete field imported from Microsoft Project or Microsoft Excel source plan.

c) OnePager has the capability to honor non-working time when graphically representing percent complete.

16) Critical-Path Segments is the optional bar segments on the upper part of the Task shape showing where the task's critical path intersects on the Task shape.

a) This optional bar segment can take on any available color.

b) By default, the typical color for the critical-path segment is red.

c) Critical-path segments are not shown for Milestone shapes.

d) OnePager Express does not support the display of critical-path segments for either Task shapes or Milestone shapes.

17) Deadlines for task and milestone shapes can be represented in the chart with Deadline shapes.

a) Deadline dates are taken from your Deadline field imported from Microsoft Project or Microsoft Excel source plan.

b) Deadline shapes available are shared with milestone shapes in OnePager and have similar controllable properties.

18) Tasks can have up to four (4) Endpoints defined based upon imported date fields.

a) By default, the following fields are assigned to the following Endpoints from Microsoft Project (Not shown above.):

• Endpoint 1 Start Date.
• Endpoint 2 Finish Date (Not shown above.).
• Endpoint 3 Baseline Start Date (Not shown above.).
• Endpoint 4 Baseline Finish Date (Not shown above.).

b) There are four (4) Endpoints also defined for charts whose data are from Microsoft Excel.

c) For these Endpoints you must specifically define the field associations in the Template or Chart Properties form.

d) Endpoint are not supported for Milestone shapes in either OnePager Pro or Express.

19) Comment Box are versatile text graphic element that let you attach additional information at one or more positions along any Task shape or Milestone shape.

a) You can use the comment box to convey information about task/milestone shapes, meetings, and phase gates that happen inside an extended time period.

b) These comment boxes can change from snapshot to snapshot.

c) Each comment box can have an optional anchor on the task/milestone shape (connected) that it is attached.

d) Comment box borders and anchors can be transparent in which case only the content of the comment box is visible.

e) Comment boxes can be re-positioned and resized by using conventional drag and drop mouse operations.

e) Finally, the background color of a comment box can be selected.

20) Task Links are connecting line segments that show a relationships among tasks/milestones.

a) Task Link information can be imported from your source plan and are called Data-driven Task Links.

b) There are controls for setting the various properties of Task Links.

c) You also have the capability to create Task Links after the chart is created - Manual Task Links,

d) There is a short cut capability available for creating a set of connected manual Task Links in a fewer number of steps. This process is called Daisy Chaining Manual Task Links.

e) Task links can be different colors, thicknesses, and can have associated text labels.

21) Curtain are top to bottom colored and labeled area on the chart that can be used to designate an important time period.

a) Curtains can contain text labels.

b) You can define any number of curtains and specify their start and end period dates.

b) Additionally, curtains can be resized by using conventional drag and drop operations.

c) In addition to being able to create and edit curtains from the OnePager ribbon's Insert tab, curtains can be created by selecting a time axis level cell and using its context menu commands to insert a curtain into the chart.

d) There is an additionally capability under certain circumstances to show non-working times in the chart as curtains.

e) Finally, curtains can be tracked, created, edited, and deleted from the Chart Properties form's Time Axis tab's Format sub-tab.

22) Hover Box is a text box that appears in the graph and then later disappears when the mouse hovers over any task/milestone.

a) This feature can be turned On and Off from the chart's View tab.

b) In addition to displaying task name and dates, it displays the unique identifier that lets you trace the task or milestone shapes back to the row in your Microsoft Project or Microsoft Excel source plan. (Not Shown Above)

23) Free Box is a text box similar to a Comment Box but not associated with tasks or milestones.

a) The Free Box is created from the Insert tab on the OnePager ribbon.

b) Free Boxes can be edited with respect to text content, background color, border properties, transparency, and size and position in the chart.

24) Legend Item is an entry describing one color/shape combination for a task/milestone shapes in the chart.

a) Right clicking the legend item or the color bar lets you change one color/shape combination for all affected task shapes and milestone shapes.

b) The Legend supports the display of Splitting and Parsing Columns in OnePager Pro and Express.

25) OnePager Ribbon consists of six (6) tabs titled: File, Home, Insert, Page Layout, Data, and View. Additionally, on the extreme left on the ribbon are the save file button and the undo/redo buttons.

26) Chart Title is the descriptive title of the chart that you select.

27) Chart Filename is the name of the .TAM file in which the chart is stored and retrieved. (Not shown above)

28) Header/Footer Elements consist of up to six elements that are entered in the Chart Properties form.

a) There are three (3) header elements and three (3) footer elements.

b) All can be selected from attributes of your chart.

c) The header/footer elements are accessible on the Template Properties and Chart Properties form's Headers/Footers tab.

29) Snapshot Date is the date of the snapshot displayed in the current chart.

30) OnePager Editor Last Action is the last editing action taken by the Chart Editor.

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