Difference between pages "Baselines for OnePager for Version 7.1" and "Making Multi-Project Charts from Separate Microsoft Excel Plans for Version 7.1"

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==Introduction to the Baselines Feature in OnePager==
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==Overview==
  
This article describes OnePager’s '''Baselines''' featureIllustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.
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Suppose you have '''multiple''' Microsoft Excel '''source plans''' that are related and you want to create a '''single''' chart that shows the important schedule itemsYou can do this as long as the related Microsoft Excel '''source plans''' are constructed with unique '''Task ID''' field contents. This means that you must adjust the '''Task ID''' column in the '''multiple''' Microsoft Excel '''source plans''' such that each row has a unique number or identifier in the '''Task ID''' field. This is necessary because unlike Microsoft Project, Microsoft Excel does not automatically provide a '''unique identifier''' for rows.  Additionally, unique '''Task ID''' numbers are needed so that OnePager Express ('''OPX''') or OnePager Bundle ('''OPB''') does not get rows confused when performing snapshot updates.
  
For Oracle Primavera P6 user making OnePager charts with the OnePager application, please keep in mind that only Oracle Primavera P6 '''XML Formatted Export files''' contain '''baseline date fields''' that can be displayed. Oracle Primavera P6 '''XER Formatted Export files''' do not contain any '''baseline date fields'''. In  the discussions which follow concerning '''baseline date''' controls, you may select other '''date''' fields to use in places of actual '''baseline date data''' when working with '''XER Formatted Export files'''.
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For more information on '''Task ID's''', please see the section in the article at: [[Merging the Wrong Tasks into a Chart for Version 7.1 - OnePager Express#Adding a Task ID Field to Your Microsoft Excel Source Plan | Adding a Task ID Field to Your Microsoft Excel Source Plan]] <!--7.12.1-71-->
  
==About Editing Baselines==
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This article is primarily focused on OnePager Express ('''OPX'''). However, this article also applies to OnePager Bundle ('''OPB''') where '''OPB''' is accessing Microsoft Excel '''source plans'''.
  
'''Baseline property''' displays are driven by the '''baseline start and finish dates imported''' from your '''source plan'''.  Not every task bar/milestone symbol in a '''source plan''' has designated '''baseline start and finish dates'''.  A milestone symbols’ '''start and finish dates''' are usually the same.  When you need to display '''baseline property''' information, it is essential that the associated data be properly represented in your '''source plan''' before the data are '''imported''' to OnePager.
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==Preparation for Making a Multi-Project Chart from Separate Microsoft Excel Source Plans==
  
==Editing All Task/Milestone Baseline Properties== 
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To illustrate what is needed, let’s construct a '''multi-project''' chart from the '''BlueGrass Project Plan''' Microsoft Excel '''source plan''' by splitting this '''source plan''' into two distinct files as shown below:
  
All task bars and milestone symbol '''baseline properties''' can be modified without changing the settings in the current '''Template Properties''' form by clicking the '''Chart Properties''' button on the OnePager '''Home''' ribbon tool bar tab in the '''Settings''' group. Next, navigate to either the '''Task Bars''' or '''Milestones''' tab as appropriate and ensure that the '''Baseline markers''' checkbox is checked '''ON''' as shown below:
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<center>'''Merlin Project Phases 1 and 2'''</center>
  
<center>[[File:P71-10_5_1-71-(1-1)-01042022.png]]</center>
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<center>[[File:X70-8_4_1-70-(1)-08302019.png]]</center>
<center>P71-10_5_1-71-(1-1)-01042022.png</center>
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<!--<center>X70-8_4_1-70-(1)-08302019.png</center>-->
  
Once the '''Baseline markers''' checkbox is checked '''ON''', '''baselines''' can be customized by clicking the '''Baseline Properties''' button which accesses the '''Set baseline properties''' form shown here:
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<center>'''Adonis Project Phases 1 and 2'''</center>
  
<center>[[File:P71-10_5_1-71-(2)-01042022.png]]</center>
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<center>[[File:X70-8_4_1-70-(2)-08302019.png]]</center>
<center>P71-10_5_1-71-(2)-01042022.png</center>
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<!--<center>X70-8_4_1-70-(2)-08302019.png</center>-->
  
You can now '''edit''' '''baseline properties''' for task bars/milestone symbols using the '''Set Baseline Properties''' form.
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===Important Note===
  
===Change Baseline Shape===
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Each of the Microsoft Excel '''source plans''' above have unique '''Task ID''' fields with '''unique numbers'''.  It is important throughout the use of these Microsoft Excel '''source plans''' that these assigned unique '''Task ID''' numbers remain with their respective tasks.  '''Dates''' can change in the Microsoft Excel '''source plan's''' rows along with other '''updated''' information as the projects progress, but the '''Task ID''' number '''must''' remain associated with the task activity.  Tasks can be '''deleted''', but the '''deleted Task ID''' should not be '''reused''' for a later snapshot.  OnePager can process out of sequence '''Task ID''' numbers.
  
The controls for changing the '''shape''' of the '''baseline''' are the same as for task bars/milestone symbols discussed in this article at:  [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.1 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] 9.2.1-71
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==Setting up the One Pager Template Properties Form for a Multi-Project Chart==
  
The '''baseline shapes''' available are the same as for task bars/milestone symbols as shown in the '''Set baseline properties''' form below:
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The next step is to select and '''update''' an appropriate OnePager '''Template Properties''' form
  
<center>[[File:P71-10_5_1-71-(3)-01042022.png]]</center>
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For this illustration we’ve selected the '''Multi-Project Gantt Chart – Detailed Template Properties''' form.  Once the OnePager current '''Template Properties''' form is established as a '''multiple-project Template Properties''' form, go to the '''Rows/Swimlanes''' tab and make sure that the '''Group rows into swimlanes''' and '''Label swimlanes by''' windows are set to '''Project'''. Also, for this illustration, make sure that '''text columns''' are displayed and that the '''Custom Text Columns''' are set to '''Phase'''. 
<center>P71-10_5_1-71-(3)-01042022.png</center>
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There are numerous '''baseline''' shapes that can be selected. Use the scroll bar on the right of the dropdown list to make your selection. When the selection is made, either continue to make additional properties changes or click the '''OK''' button to get back to the '''Chart Properties''' form where all '''edits''' are applied.
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The '''Rows/Swimlanes''' tab in the '''Template Properties''' form looks like this:
  
===Change Baseline Fill Pattern===
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<center>[[File:X71-8_4_1-71-(3)-11232021.png]]</center>
 +
<!--<center>X71-8_4_1-71-(3)-11232021.png</center>-->
  
In a fashion very similar to the way '''fill patterns''' are changed for task bars/milestone symbols, once again access the '''Set baseline properties''' form as before, navigate to the '''Use custom fills''' checkbox, check it '''ON''' to '''enable''' the dropdown, and use the associated dropdown lists to make your selection between the '''Gradient''' and ''' Hash Fill Patterns''' as shown below:
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When the steps above are completed and the '''Template Properties''' form for is '''updated''', click the '''Save and use''' button to make the modified '''Template Properties''' form the current '''Template'''.
  
<center>'''Fill Pattern - Gradient Options'''</center>
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==Create a Multi-Project Chart from Separate Multiple Microsoft Excel Separate Plans==
<center>[[File:P71-10_5_1-71-(4)-01042022.png]]</center>
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<center>P71-10_5_1-71-(4)-01042022.png</center>
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<center>'''Fill Pattern - Hash Options'''</center>
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===Launch Microsoft Excel and Load the First Microsoft Excel Source Plan===
<center>[[File:P71-10_5_1-71-(4A)-01042022.png]]</center>
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<center>P71-10_5_1-71-(4A)-01042022.png</center>
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When the selection is made, either continue to make additional properties changes or click the '''OK''' button to get back to the '''Chart Properties''' form where all changes can be applied.
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For this example the OnePager Express '''Add-in''' application is used.  Launch Microsoft Excel and open the first of the multi-project Microsoft Excel '''source plans'''.  In this case it’s the '''Merlin-Project Phase 1 and 2''' file.
  
===Change Baseline Height Percentage===
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Next, launch OnePager Express from the Microsoft Excel '''Add-in''' tab.  The '''OnePager Express Start''' form appears. 
  
The '''Height percentage''' control is located just below the '''Baseline custom shape''' dropdown.  This control, shown above, allows you to change the '''height''' of the '''baseline''' as a percentage of the total '''height''' of the parent task bar/milestone symbol (task and baseline information included). The '''default setting''' is 30 percent (%) and a portion of the chart with '''baselines''' checked '''ON''' looks like this:
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Click the '''NEW''' button which accesses the OnePager choices ('''OPC''') form as shown below:
  
<center>'''Baseline Shapes with 30 Percent Height Setting'''</center>
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<center>[[File:X71-8_4_1-71-(4-1)-05102022.png]]</center>
<center>[[File:P70-10_5_1-(5)-06022020.png]]</center>
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<center>X71-8_4_1-71-(4-1)-05102022.png</center>
<!--<center>P70-10_5_1-(5)-06022020.png</center>-->
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Increasing this value makes the '''baseline''' taller (higher) with respect to the task bar/milestone symbol.  To change the value, navigate to the '''Height percentage''' control in the '''Specify how to display baseline properties''' control group of the '''Set baseline properties''' form. Change the value with the controls provided. If you double the value to 60 percent, for example, the resulting baselines would look like this:
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Note that the '''Merlin-Project Phase 1 and 2.xlsx''' Microsoft Excel '''source plan''' appears in the '''Selected File(s)''' group and that the '''Add/Remove''' button is active.
  
<center>'''Baseline Shapes with 60 Percent Height Setting'''</center>
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===Adding the Second Microsoft Excel Source Plan===
<center>[[File:P70-10_5_1-(6)-06022020.png]]</center>
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<!--<center>P70-10_5_1-(6)-06022020.png</center>-->
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===Change Baseline Transparency===
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Click the '''Add/Remove''' button which accesses the '''Data source selection''' form as shown below:
  
The '''transparency''' control makes the '''baseline less transparent''' (opaque) when the value in the window of the form is '''decreased''' or as shown below where the value is set at its default of 0% (the '''baseline''' is highlighted in orange):
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<center>[[File:X71-8_4_1-71-(5)-02102022.png]]</center>
 +
<center>X71-8_4_1-71-(5)-02102022.png</center>
 +
<center>[[File:X71-8_4_1-71-(5-1)-05102022.png]]</center>
 +
<center>X71-8_4_1-71-(5-1)-05102022.png</center>
  
<center>[[File:P70-10_5_1-(7)-06022020.png]]</center>
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We want to now '''add''' the other Microsoft Excel '''source plan''' to the '''source packet'''. To do this, click the '''ADD''' button in the '''Data source selection''' form and a Windows '''Open''' form appears. Navigate to the desired '''source plan''', select it, and then click the '''Open''' button as shown below:  
<center>P70-10_5_1-(7)-06022020.png</center>
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<center>[[File:P71-10_5_1-71-(7)-01042022.png]]</center>
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<center>P71-10_5_1-71-(7)-01042022.png</center>
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With this setting for '''transparency''' and '''baseline''' shape '''color''', the chart portion looks like this:
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<center>[[File:X71-8_4_1-71-(6)-02102022.png]]</center>
 +
<center>X71-8_4_1-71-(6)-02102022.png</center>
  
<center>[[File:P70-10_5_1-(8)-06022020.png]]</center>
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After you’ve completed placing the third Microsoft Excel '''source plan''' into the '''source packet''', the window in the '''Data source selection''' form looks like this:
<!--<center>P70-10_5_1-(8)-06022020.png</center>-->
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When you need to make the '''baseline shape more transparent''' '''increase''' the percentage value as shown below where the value is '''increased''' to 60%:
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<center>[[File:X70-8_4_1-70-(7)-08302019.png]]</center>
 +
<!--<center>X70-8_4_1-70-(7)-08302019.png</center>-->
  
<center>[[File:P71-10_5_1-71-(9)-01042022.png]]</center>
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When you click the '''OK''' button above, the '''OPC''' form is '''updated''' to reflect that two (2) '''source plans''' are in the '''source packet''' and the '''title''' for the new chart that we typed in as shown here:
<center>P71-10_5_1-71-(9)-01042022.png</center>
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With the '''transparency''' for the '''baseline''' set at 60%, the chart portion looks like this:
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<center>[[File:X71-8_4_1-71-(8)-02102022.png]]</center>
 +
<center>X71-8_4_1-71-(8)-02102022.png</center>
  
<center>[[File:P70-10_5_1-(10)-06022020.png]]</center>
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===Create the NEW OnePager Multi-Project Chart===
<!--<center>P70-10_5_1-(10)-06022020.png</center>-->
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===Change Baseline Color===
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When you click the '''Next>''' button, OnePager goes to the second page of the '''OPC''' form where you can confirm other settings or make any '''Template Properties''' form setting changes. 
  
You can also make the '''baseline''' any '''color''' different from the parent task bar/milestone symbol as we did above.  To '''edit''' the '''color properties''' of the '''baseline''' follow these steps. Go to the same '''Set baseline properties''' form as described aboveCheck the '''Use custom color''' checkbox '''ON'''.  Then, click the dropdown to access to the '''Color Chooser''' form as shown below:
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When these confirmations are complete, click the '''Create new chart''' buttonThe chart looks like this:
  
<center>[[File:P70-10_5_1-(11)-06022020.png]]</center>
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<center>[[File:X70-8_4_1-70-(9)-08302019.png]]</center>
<!--<center>P70-10_5_1-(11)-06022020.png</center>-->
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<!--<center>X70-8_4_1-70-(9)-08302019.png</center>-->
  
Finally, select a desired '''color''', for example, orange as used above. When the '''color''' is selected, the '''Color Chooser''' form closes and after clicking '''OK''' in the '''Set baseline properties''' form, the chart looks like this:
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Once you '''merge''' all your projects into a single snapshot, you can now '''add''' a new snapshot to the chart to show how tasks changed.
  
<center>[[File:P70-10_5_1-(12)-06022020.png]]</center>
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==Updating a Chart Created from Multiple Microsoft Excel Source Plans==
<!--<center>P70-10_5_1-(12)-06022020.png</center>-->
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===Connect Baselines and Actual Task Bars/Milestone Symbols===
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Eventually you want to '''update''' your '''multi-project''' chart by either '''adding''' a snapshot or '''replacing''' a snapshot with '''updated''' data.  To perform either the '''add''' or the '''replace''' snapshot, the processes described in these two referenced article references that follow can be used.
  
The '''Connecting Lines''' control group in the '''Set baseline properties''' form tells the OnePager whether you want to connect '''baseline shapes''' to their task bars with a '''line'''. This control group is shown below with its controls highlighted:
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<center>
 +
{| class="wikitable"
 +
| [[REPLACING a Snapshot via Pull Operation for Version 7.1 | REPLACING a Snapshot via Pull Operation]] <!--7.14.1-71-->
 +
|-
 +
| [[ADDING a Snapshot via Pull Operation for Version 7.1 | ADDING a Snapshot via Pull Operation]] <!--7.15.1-71-->
 +
|}
 +
</center>
  
<center>[[File:P71-10_5_1-71-(11)-01042022.png]]</center>
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The key to making '''updated''' '''multi-project''' charts from '''multiple''' Microsoft '''source plan''' is the proper management of the Microsoft Excel data in the '''source packet'''. Recall that the '''source packet''' contains the '''source plan(s)''' that are to be used to either create or '''update''' a chart.
<center>P71-10_5_1-71-(11)-01042022.png</center>
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Check the '''Connect baselines and actuals''' checkbox '''ON''' to '''enable''' the control group and apply the '''default baseline connection''' settings. To change the '''color''' of the '''connecting line''', check the '''Use custom color''' checkbox '''ON'''.  Then, click the '''color''' window dropdown button to access the standard '''Color Chooser''' form.  Making a selection changes the '''color''' of the '''connecting line'''.  If you do not check this checkbox '''ON''', OnePager uses the '''color''' of the task bar/milestone symbol as the '''color''' of the '''connecting line''' segments.
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They are stored as '''file names''' and '''path names''' in the chart’s '''.TAM''' file and can be accessed from the '''Data''' tab’s '''Selected file(s)''' button on the ribbon as shown below:
  
To change the '''type of line segment''' ('''solid, dotted, dashed, etc.'''), click the '''Line style''' dropdown button and make your selection. Finally, you can '''edit''' the '''width''' of the '''line''' by changing the value in the '''Line width''' control window.
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<center>[[File:X70-8_4_1-70-(10)-08302019.png]]</center>
 +
<!--<center>X70-8_4_1-70-(10)-08302019.png</center>-->
  
Click '''OK'''  on the '''Set baseline properties form''' click the '''OK''' button on the '''Chart Properties''' form to see the '''baselines''' connected to their current schedule task bars/milestone symbols as shown in the sample below:
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Validating the contents of the '''source packet''' and assuring that these are the Microsoft Excel '''source plans''' that were '''updated''' is an essential step before proceeding to perform a project '''update'''.
  
<center>[[File:P70-10_5_1-70-(12)-09162019.png]]</center>
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==Related Links==
<!--<center>P70-10_5_1-70-(12)-09162019.png</center>-->
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In the sample above, two of the three orange '''baselines''' are '''connected''' to their respective task bars with a '''red dash-dot line''' that was '''widened''' to '''2.0'''  to enhance visibility. The third '''baseline''' shown above does not display a '''connecting''' like because its '''finish date''' is within the '''start/finish dates''' boundaries of its task bar.
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[[Merging the Wrong Tasks into a Chart for Version 7.1 - OnePager Express | Merging the Wrong Tasks into a Chart - OnePager Express]] <!--7.12.1-71-->
  
===Showing Baseline Start and Baseline Finish Date Fields===
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[[Creating a NEW Chart via Pull Operation Feature for Version 7.1 | Creating a NEW Chart via Pull Operation Feature]] <!--7.13.1-71-->
  
'''Baseline start date fields''' and '''Baseline finish date fields''' are established in the '''Template Properties form's '''Task Bars''' and '''Milestone''' tabs by accessing the '''Set baseline properties''' form as shown below:
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[[REPLACING a Snapshot via Pull Operation for Version 7.1 | REPLACING a Snapshot via Pull Operation]] <!--7.14.1-71-->
  
<center>[[File:P71-10_5_1-71-(12A)-02222022.png]]</center>
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[[ADDING a Snapshot via Pull Operation for Version 7.1 | ADDING a Snapshot via Pull Operation]] <!--7.15.1-71-->
<center>P71-10_5_1-71-(12A)-02222022.png</center>
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These settings are carried forward to the '''Chart Properties''' form when the chart is created.  Using the dropdown list in the '''Set baseline properties''' form for '''Baseline start date fields''' and '''Baseline finish date fields''' you can change the field used at any time.
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(8.4.1-71)
 
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===Showing Baseline Dates===
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'''Baseline start/finish dates''' are automatically '''imported''' by OnePager.  The '''Baseline dates''' control group on the '''Set baseline properties''' form provides the controls for '''showing, positioning, and editing''' '''baseline dates''' near the '''baselines''' for a more detailed information of target dates:
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<center>[[File:P71-10_5_1-71-(14)-01042022.png]]</center>
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<center>P71-10_5_1-71-(14)-01042022.png</center>
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By checking the '''Show start date''' and/or '''Show finish date''' '''ON''' you can select the '''date format''' that OnePager uses in annotating the '''baseline date''', including whether or not to use the '''fiscal year'''.  If you choose to show both '''start and finish dates''' the same '''date format''' is applied both.
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The controls in this control group are very similar to the '''date controls''' associated with task bar/milestone symbol '''date labels''' as described in the article at: [[Labeling Task/Milestone Dates for OnePager for Version 7.1 | Labeling Task/Milestone Dates for OnePager]] 10.1.1-71
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A sample of the '''date''' formats from the '''Date format''' dropdown menu is shown here:
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<center>[[File:P70-10_5_1-(15)-06022020.png]]</center>
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<!--<center>P70-10_5_1-(15)-06022020.png</center>-->
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To specify the location of the '''baseline (date) label/text''', relative to the '''baseline''', use the dropdown menu shown below from the '''Baseline dates''' group:
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<center>[[File:P71-10_5_1-71-(16)-01042022.png]]</center>
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<center>P71-10_5_1-71-(16)-01042022.png</center>
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Some care needs to be taken when determining the positions of '''baseline start/finish dates''' as the settings discussed here are '''global''' setting and may result in the '''baseline start/finish date label/text colliding''' with other '''label information''' on the chart. When these '''baseline start/finish date label/text collisions''' do occur they can be corrected by individual '''editing''' of the '''baseline properties''' associated with the offending tasks.
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For more information on '''Editing''' individual task bar '''baseline properties''', please see the section in the article at: [[Baselines for OnePager for Version 7.1#Editing Individual Task/Milestone Baseline Properties | Editing Individual Task/Milestone Baseline Properties]] 10.5.1-71
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The '''Use fiscal year''' checkbox in the '''Baseline dates''' control group is an instruction, if checked '''ON''', tells OnePager to show the displayed '''baseline date''' in the '''fiscal year''' format in coordination with the chart’s '''time axis'''.  OnePager takes the action only if the '''time axis''' is, indeed, displaying the '''time axis''' in a '''fiscal year''' format.  To '''edit the '''font properties''' for '''baseline start/finish dates''', click the '''Date font''' dropdown button.  This accesses the '''Font properties''' form.  The controls in this form are the same as the controls for '''editing''' any '''label/text font''' in OnePager. 
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The '''Font properties''' form is shown below:
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<center>[[File:P71-10_5_1-71-(17)-01042022.png]]</center>
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<center>P71-10_5_1-71-(17)-01042022.png</center>
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The chart below is an example of positioning '''baseline start''' and '''finish dates''' below the '''baseline''':
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<center>[[File:P70-10_5_1-70-(17)-09162019.png]]</center>
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<!--<center>P70-10_5_1-70-(17)-09162019.png</center>-->
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==Editing Individual Task/Milestone Baseline Properties==
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The default settings for displaying '''baseline information''' for individual task bars/milestone symbols can be '''edited''' by using the following steps:
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+
===Selecting Individual Task Bar or Bars===
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Before you can do so, you must confirm that the '''Baseline markers''' checkbox in either the '''Template Properties''' or '''Chart Properties''' form's '''Task Bars''' and/or '''Milestones''' tab is checked '''ON'''. You can select the task bar by right-clicking on it to access the task bar right-click '''context menu''' with the '''Format…''' command, right-clicking on the '''task bar name label''', or click the '''Format…''' button on the OnePager '''Home''' ribbon tool bar tab after selecting the desired task bars/milestone symbols.
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===Accessing the Change Task/Milestone Properties Form===
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Using any of the available method to select, click the '''Format...''' command to access the '''Change Task/Milestone Properties''' form.  Then, navigate to the '''Baselines''' tab in the '''Change Task/Milestone Properties''' form which looks like this:
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<center>[[File:P70-10_5_1-(18)-06022020.png]]</center>
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<!--<center>P70-10_5_1-(18)-06022020.png</center>-->
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====Baseline Tab Editing Controls====
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The '''Baselines''' tab, shown above, controls the display of the '''baseline dates''' and '''connectors''' for the selected task bar/milestone symbol and the placement of the numeric label/text (dates) for '''baseline''' information.  The '''Show Baseline''' checkbox allows you to turn '''ON''' and '''OFF''' the display of '''baseline''' information for the selected task bar/milestone symbol. When the '''Show Baseline''' checkbox is checked '''ON''', you have the option to specify the display of the '''connector''' and the display of '''baseline start and baseline finish dates''' or both for the selected task bar/milestone symbol. When the '''Show Baseline Start Date''' checkbox is checked '''ON''' or when the '''Show Baseline Finish Date''' checkbox is checked '''ON''' (or both) you have access to control over the '''date positions''' and '''font properties''' as discussed above related to modifying all task bar/milestone symbol '''baseline information'''.
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====Use Baseline Defaults====
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Clicking the '''Use Baseline Defaults''' button in the '''Baselines''' tab of the '''Change Task/Milestone Properties''' form resets all '''format properties of the selected '''date label or labels''' back to the settings established in the '''Chart Properties''' form. The '''Use Baseline Defaults''' button looks like this:
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<center>[[File:P70-10_5_1-(19)-06022020.png]]</center>
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<!--<center>P70-10_5_1-(19)-06022020.png</center>-->
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===Example===
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Below is an example of a single task bar’s '''baseline information''' modified:
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<center>[[File:P70-10_5_1-70-(19)-09172019.png]]</center>
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<!--<center>P70-10_5_1-70-(19)-09172019.png</center>-->
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The controls at the '''Baselines''' tab of the '''Change Task/Milestone Properties''' form for '''Show Baseline Start Date''' and '''Show Baseline Finish Date''', that is, the '''Position''' and '''Font''' controls operate exactly as described for other '''start/finish date''' displays in OnePager. 
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For more information on '''Percent Complete tab of this form''', please see the section of this article at: [[Percent complete for OnePager for Version 7.1#Example | Percent complete for OnePager - Example]] 10.3.1-71
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There are no controls available in the '''Baseline''' tab of the '''Change Task/Milestone Properties''' form to '''edit''' the properties of the '''connector line''' for an '''individually''' selected task bar/milestone symbol.
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==Related Link==
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[[Manual Editing Task/Milestone Shapes and Text Labels for Version 71. (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-71
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[[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.1 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] 9.2.1-71
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+
[[Labeling Task/Milestone Dates for OnePager for Version 7.1 | Labeling Task/Milestone Dates for OnePager]] 10.1.1-71
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+
[[Percent complete for OnePager for Version 7.1 | Percent complete for OnePager]] 10.3.1-71
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[[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-71
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Revision as of 19:56, 10 May 2022

Overview

Suppose you have multiple Microsoft Excel source plans that are related and you want to create a single chart that shows the important schedule items. You can do this as long as the related Microsoft Excel source plans are constructed with unique Task ID field contents. This means that you must adjust the Task ID column in the multiple Microsoft Excel source plans such that each row has a unique number or identifier in the Task ID field. This is necessary because unlike Microsoft Project, Microsoft Excel does not automatically provide a unique identifier for rows. Additionally, unique Task ID numbers are needed so that OnePager Express (OPX) or OnePager Bundle (OPB) does not get rows confused when performing snapshot updates.

For more information on Task ID's, please see the section in the article at: Adding a Task ID Field to Your Microsoft Excel Source Plan

This article is primarily focused on OnePager Express (OPX). However, this article also applies to OnePager Bundle (OPB) where OPB is accessing Microsoft Excel source plans.

Preparation for Making a Multi-Project Chart from Separate Microsoft Excel Source Plans

To illustrate what is needed, let’s construct a multi-project chart from the BlueGrass Project Plan Microsoft Excel source plan by splitting this source plan into two distinct files as shown below:

Merlin Project Phases 1 and 2
X70-8 4 1-70-(1)-08302019.png
Adonis Project Phases 1 and 2
X70-8 4 1-70-(2)-08302019.png

Important Note

Each of the Microsoft Excel source plans above have unique Task ID fields with unique numbers. It is important throughout the use of these Microsoft Excel source plans that these assigned unique Task ID numbers remain with their respective tasks. Dates can change in the Microsoft Excel source plan's rows along with other updated information as the projects progress, but the Task ID number must remain associated with the task activity. Tasks can be deleted, but the deleted Task ID should not be reused for a later snapshot. OnePager can process out of sequence Task ID numbers.

Setting up the One Pager Template Properties Form for a Multi-Project Chart

The next step is to select and update an appropriate OnePager Template Properties form.

For this illustration we’ve selected the Multi-Project Gantt Chart – Detailed Template Properties form. Once the OnePager current Template Properties form is established as a multiple-project Template Properties form, go to the Rows/Swimlanes tab and make sure that the Group rows into swimlanes and Label swimlanes by windows are set to Project. Also, for this illustration, make sure that text columns are displayed and that the Custom Text Columns are set to Phase.

The Rows/Swimlanes tab in the Template Properties form looks like this:

X71-8 4 1-71-(3)-11232021.png

When the steps above are completed and the Template Properties form for is updated, click the Save and use button to make the modified Template Properties form the current Template.

Create a Multi-Project Chart from Separate Multiple Microsoft Excel Separate Plans

Launch Microsoft Excel and Load the First Microsoft Excel Source Plan

For this example the OnePager Express Add-in application is used. Launch Microsoft Excel and open the first of the multi-project Microsoft Excel source plans. In this case it’s the Merlin-Project Phase 1 and 2 file.

Next, launch OnePager Express from the Microsoft Excel Add-in tab. The OnePager Express Start form appears.

Click the NEW button which accesses the OnePager choices (OPC) form as shown below:

X71-8 4 1-71-(4-1)-05102022.png
X71-8_4_1-71-(4-1)-05102022.png

Note that the Merlin-Project Phase 1 and 2.xlsx Microsoft Excel source plan appears in the Selected File(s) group and that the Add/Remove button is active.

Adding the Second Microsoft Excel Source Plan

Click the Add/Remove button which accesses the Data source selection form as shown below:

X71-8 4 1-71-(5)-02102022.png
X71-8_4_1-71-(5)-02102022.png
X71-8 4 1-71-(5-1)-05102022.png
X71-8_4_1-71-(5-1)-05102022.png

We want to now add the other Microsoft Excel source plan to the source packet. To do this, click the ADD button in the Data source selection form and a Windows Open form appears. Navigate to the desired source plan, select it, and then click the Open button as shown below:

X71-8 4 1-71-(6)-02102022.png
X71-8_4_1-71-(6)-02102022.png

After you’ve completed placing the third Microsoft Excel source plan into the source packet, the window in the Data source selection form looks like this:

X70-8 4 1-70-(7)-08302019.png

When you click the OK button above, the OPC form is updated to reflect that two (2) source plans are in the source packet and the title for the new chart that we typed in as shown here:

X71-8 4 1-71-(8)-02102022.png
X71-8_4_1-71-(8)-02102022.png

Create the NEW OnePager Multi-Project Chart

When you click the Next> button, OnePager goes to the second page of the OPC form where you can confirm other settings or make any Template Properties form setting changes.

When these confirmations are complete, click the Create new chart button. The chart looks like this:

X70-8 4 1-70-(9)-08302019.png

Once you merge all your projects into a single snapshot, you can now add a new snapshot to the chart to show how tasks changed.

Updating a Chart Created from Multiple Microsoft Excel Source Plans

Eventually you want to update your multi-project chart by either adding a snapshot or replacing a snapshot with updated data. To perform either the add or the replace snapshot, the processes described in these two referenced article references that follow can be used.

REPLACING a Snapshot via Pull Operation
ADDING a Snapshot via Pull Operation

The key to making updated multi-project charts from multiple Microsoft source plan is the proper management of the Microsoft Excel data in the source packet. Recall that the source packet contains the source plan(s) that are to be used to either create or update a chart.

They are stored as file names and path names in the chart’s .TAM file and can be accessed from the Data tab’s Selected file(s) button on the ribbon as shown below:

X70-8 4 1-70-(10)-08302019.png

Validating the contents of the source packet and assuring that these are the Microsoft Excel source plans that were updated is an essential step before proceeding to perform a project update.

Related Links

Merging the Wrong Tasks into a Chart - OnePager Express

Creating a NEW Chart via Pull Operation Feature

REPLACING a Snapshot via Pull Operation

ADDING a Snapshot via Pull Operation

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