Anatomy of a OnePager Chart for Version 7.0

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.

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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 level cell. Click this area to add or edit the label.

3) Swimlane Stripes are alternating swimlane level cell 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 task bars and milestone symbols positioned and graphed in accordance with imported source plan data.

b) Task bars and milestone symbols are always contained in a swimlane level, even if the swimlane level's label column is hidden.

c) If there are multiple swimlane levels defined, the row is a member of each.

d) 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.

e) Rows can be moved to different swimlane levels and become members of different swimlane level cells.

5) Text Columns (previously known as row labels) are column or columns containing imported source plan data as their text.

a) Text columns are placed in the chart to the immediate right of the Swimlane Label column.

b) There are up to five (5) Text Columns available.

c) Text column cells can be edited.

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 headings and time axis unit labels reside. The Corner can be made to show empty space that can be used for user defined text.

8) Swimlane Headings share 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 heading 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 heading.

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

9) Text Column Headings share the same area (The Corner) as swimlane level headings and time axis unit label.

a) Either time axis unit labels or swimlane level/text column headings can be shown in The Corner, not both.

b) When text column labels are hidden, the text column heading is not displayed.

c) When a field is selected for the text column label from the Microsoft Project or Microsoft Excel source plan, the text colum label value is shown in the heading.

d) The text column heading 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 up and down the three time axis levels, hide time axis levels and cells, and stretch or compress time axis level cells in any level.

11) The Floating Time Axis is a feature that replicates any or all of the three time axis levels within a chart as a 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 bars and Milestone symbols are the main elements of your project plans that reside in rows.

a) Task bars/Milestone symbols can be displayed as different shapes, colors, fill patterns, and borders.

b) Additionally, task bars/milestone symbols 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 bars are colored Gantt bars that shows start and end dates relative to the time axis.

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

e) Milestone symbols 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 bars by a milestone symbol at its start or finish date.

h) Additionally, OnePager can represent milestone symbols 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 bars, milestone symbols are available in various selected shapes, colors, fills, and borders. There are over a hundred milestone symbol shapes available in OnePager.

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

15) Percent-Complete is represented as a thermometer bar in the lower part of the Task bar 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 bar showing where the task's critical path intersects on the Task bar.

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 symbols.

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

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

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

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

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

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 symbols in either OnePager Pro or Express.

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

a) You can use the comment box to convey information about task bars or milestone symbols, 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 bar or milestone symbol (connected) to which 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) The background color of a comment box can be selected.

f) The text inside a Comment box can be edited.

20) Task Links are connecting line segments that show a relationships among task bars and/or milestone symbols.

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. These properties can be edited after the chart is created.

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) 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 when the mouse hovers over any task bar or milestone symbol. When the mouse is moved off the hover box disappears

a) This feature can be turned ON' and OFF from OnePager's View ribbon tool bar tab.

b) In addition to displaying task name and dates, it displays the unique identifier that lets you trace the task bars or milestone symbols back to the tasks 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 task bars or milestone symbols and appears in the chart without connecting lines.

a) The Free Box is created from OnePager's Insert ribbon tool bar tab.

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 bars and milestone symbols appearing in the chart.

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

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

25) OnePager Ribbon consists of six (6) tool bar 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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