Difference between revisions of "Collecting Tasks/Milestones into Rows for Version 6.0"

Revision as of 19:26, 30 January 2017

Overview (PE60-12_1_1-11152016)

OnePager lets you have each task in its own row (default) or to collect multiple tasks into a single row based on a common element. Many rows with potentially many tasks can be configured in this way.

Collection of tasks into rows is a good way to show relationships between tasks (e.g. collecting everything together that is assigned to a single resource), and makes better use of the space available in your project view.

Collecting Tasks/Milestones

1) Configuration of rows begins by going to the Project-View Properties (PVP) form and clicking the Rows/Swimlanes tab shown below:

2) The rows group at the top of the form controls the collection of task/milestones into rows. There are three options:

Make one row per task

a) OnePager will create one row per task/milestone. Caution: Selecting this command may create a large number of rows and crowd the project view.

i) You may choose to check the Keep row count between checkbox in order to put a lower and upper limit on the number of rows.

ii) If the number of rows possible to create is within the limits, OnePager will collect one task/milestone per row.

iii) If the number of rows possible exceeds the upper limit, OnePager will attempt to put one task/milestone per row and any leftover tasks/milestones will be collected into the created rows starting at the top and working down the project view until all tasks/milestones are assigned to a row.

Collect tasks into rows by

b) OnePager will collect tasks/milestones into rows as specified in the selected Microsoft Project or Microsoft Excel plan column selected in the dropdown list to the right of the radio button. Caution: You must assure that the selected Microsoft Project or Microsoft Excel file column is populated with data appropriate to direct OnePager through the collection process. After selecting the plan column upon which to base the collection, you are required to select between two sub-commands:

Collect tasks automatically

(1) OnePager will collect tasks/milestones in such a way as to create the required number of rows such that tasks/milestone with overlapping Start and Finish dates are assigned to separate rows. OnePager attempts to minimize the number of rows created by assigning task/milestones to rows within the same category as directed by the selected plan column such that tasks/milestones do not overlap. Caution: OnePager applies the limits set from the Keep row count between checkbox, if checked, and this combination of selections may yield unexpected results.

Collect up to X tasks per row

(2) OnePager will collect tasks into rows such that the specified number of tasks per row is not exceeded. Under this command, OnePager does not attempt to avoid overlapping Start and Finish dates for those tasks/milestones collected into rows.

Make X rows

c) OnePager will only make the specified number of rows and arrange the tasks/milestones so as to use only these specified numbers of rows. Using this command, tasks/milestones may be overlapped in the specified number of rows.

4) Since collection of tasks/milestones into rows is one of a series of steps in creating a project view that employs rows and swimlanes, you are encouraged to continue through the remaining articles in the Creating and Editing Rows and Swimlanes series before creating the project view.

(12.1.1-60)