Difference between pages "Conditional Formatting with Boolean Fields for OnePager Express for Version 7.0" and "Managing Templates for Version 7.2 (Portal)"

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==Overview==
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==About Managing Template Properties Forms==
  
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The overall capability of OnePager Express' '''Conditional Formatting Rules''' feature is explained in detail at:  [[Conditional Formatting Overview for OnePager Express for Version 7.0 | Conditional Formatting Overview-OnePager Express]] <!--11.2.1-70-->
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===What is a Template Properties Form?===
  
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Further, the procedure for '''adding''' rules to the '''Conditional Formatting Rules''' form is covered at:  [[Adding Conditional Formatting Rules for OnePager Express for Version 7.0 | Adding Conditional Formatting Rules-OnePager Express]] <!--11.4.1-70-->
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Illustrations 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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The purpose of this article is to focus on '''conditional formatting''' involving Microsoft Excel '''Boolean''' fields (e.g., '''Team  Available and Show It''', etc.) whose '''field values''' are confined to '''Yes''' or '''No''',  '''TRUE''' or '''FALSE''' or alternatively, '''1''' or '''0'''.
+
For OnePager, a '''Template Properties''' form is a general set of '''style rules''' that can be used to create different charts. For example, if you have several projects and need to create the '''same style''' of report for each one, a '''Template Properties''' form allows you to create a '''single style''' that can be applied across '''multiple''' charts. It is the '''Template Properties''' form from which a new chart is created and from which all of the settings in the '''Chart Properties''' form are initially populated.  The '''Template Properties''' form is also the place where you have the largest number of '''source plan''' fields from which to '''import''' into OnePager. A '''Template Properties''' form is a great way to achieve '''standardization''' across projects and across team members! 
  
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==Example==
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If everyone starts with the same '''Template Properties''' form, then the resulting charts adheres to '''standards''' that make it much easier for your audiences to digest. For more information on the '''differences between a Template and a chart''', please see the article at: [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
  
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===Microsoft Excel Source Plan===
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===Managing Template Properties Forms===
  
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As an example, suppose we have the Microsoft Excel '''source plan''' shown below which consists of three '''phases''' and four '''resources''' consisting of '''Team 1, Team 2, Team 3, and Team 4'''.
+
Standard '''Template Properties''' forms are distributed with OnePager and installed on your computer. These standard '''Template Properties''' form options, when selected, can create various visual presentations of your Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet data that can meet your schedule discussion needs.  The standard '''Template Properties''' form can also form starting points for you to create your own '''Template Properties''' forms which, in turn, create chart visualizations of project data specifically tailored to your presentations. The distributed standard '''Template Properties''' forms, for the most part, contain the same controls and options as the '''Chart Properties''' form that is the computer data representation of the chart managed by the '''Chart Editor'''. There are, however, differences in the content, controls, and features between OnePager '''Template Properties''' forms and the '''Chart Properties''' forms. For more instructions on '''Template Properties form only features''', please see the articles shown in the links below: 
  
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<center>[[File:X70-11_6_1-70-(1)-10012019.png]]</center>
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<center>
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<!--<center>X70-11_6_1-70-(1)-10012019.png</center>-->
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{| class="wikitable"
 +
| [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72
 +
|-
 +
| [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72
 +
|-
 +
| [[Template Only Features for Primavera P6 Source Plans in OnePager Version 7.2 | Template Only Features for Primavera P6 Source Plans in OnePager]] 24.2.2-72
 +
|-
 +
| [[Template Only Features for Smartsheet Source Plans in OnePager Version 7.2 | Template Only Features for Smartsheet Source Plans in OnePager]] 24.2.3-72
 +
|}
 +
</center>
  
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In the Microsoft Excel '''source plan''' above, the field titled '''Team Available''' is used to indicate the availability of each team with a '''TRUE''' or '''FALSE''' '''Boolean value.
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==Accessing the OnePager Template Properties Forms==
  
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===Unformatted OnePager Express Chart===
+
'''Template Properties''' forms distributed with all editions of OnePager can be accesses for '''review''', '''editing''', and '''saved''' in two ways:
  
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Creating a simple chart without '''Conditional Formatting''' rules produces this:
+
1) From the OnePager Pro ('''OPP'''), OnePager Express ('''OPX'''), and OnePager Bundle ('''OPB''') '''Add-in''' applications.
  
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<center>[[File:X70-11_6_1-70-(2)-10012019.png]]</center>
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2) From the OnePager Pro, OnePager Express, and OnePager Bundle '''Standalone''' applications.
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<!--<center>X70-11_6_1-70-(2)-10012019.png</center>-->
+
  
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Now suppose you want to represent any '''team''' that is '''Available''' (with '''Team Available = TRUE'''), regardless of the '''team name''' with a different task bar shape.
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===Accessing the OnePager Template Properties Form from the Add-in Application===
  
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===Proposed Conditional Formatting Rule===
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To access, '''review''' or '''edit''' the '''Template Properties''' form from the OnePager '''Add-in''' application, click the '''Templates…''' button on the Microsoft Project ribbon's '''Add-ins''' tool bar for '''OPP''' or click the Microsoft Excel ribbon's '''Add-ins''' tool bar for '''OPX'''.  The '''Template…''' button for '''OPP''' is shown below:
  
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This can be done by creating the following '''Conditional Formatting Rule''' by accessing the '''Chart Properties''' form at its '''Task Bars''' tab and clicking the '''Manage Rule...''' button at the bottom of the form to access the '''Conditional Formatting Rules''' form filled out as shown below:
+
<center>[[File:P70-24_0_1-70-(1)-11302020.png]]</center>
 +
<!--<center>P70-24_0_1-70-(1)-11302020.png</center>-->
  
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<center>[[File:X70-11_6_1-70-(3-1)-09222020.png]]</center>
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Clicking the '''Template...''' button shown above for either '''OPP''' or '''OPX''' accesses the '''current Template Properties''' form as shown here:
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<!--<center>X70-11_6_1-70-(3-1)-09222020.png</center>-->
+
  
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===Chart With Conditional Formatting Rule Applied===
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<center>[[File:P71-24_0_1-71-(2)-12222021.png]]</center>
 +
<!--<center>P71-24_0_1-71-(2)-12222021.png</center>-->
  
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When the '''Conditional Formatting Rules''' are in place and the chart is created it looks like this:
+
The current '''Template Properties''' form is displayed on top of your Microsoft Project or Excel '''source plan''' and can be '''reviewed''', '''edited''', or '''saved after editing''' using the '''File''', '''Edit''', or '''Help''' buttons on the '''Template Properties''' form's tool bar as shown above. If any '''edits''' are made to the accessed current '''Template Properties''' form , these '''edits''' can be made permanent by using the '''Save''' button at the bottom of the form after all '''edits''' are accomplished.
  
−
<center>[[File:X70-11_6_1-70-(4)-10012019.png]]</center>
+
===Accessing the OnePager Template Properties Form from the Standalone Application===
−
<!--<center>X70-11_6_1-70-(4)-10012019.png</center>-->
+
  
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OnePager applies the '''Conditional Formatting Rule''' created through the '''Conditional Formatting Rules''' form, adjusts the '''Legend’s Title''', and provides a '''Legend Item''' to reflect the rule applied. You can manually change the '''legend title text''' and '''legend item text''' as required.
+
Since the '''Standalone''' versions of '''OPP''', '''OPX''', and '''OPB''' are launched from desktop '''Icons''' on your computer, either of these '''Standalone''' applications needs to be launched first before access can be gained to the current '''Template Properties''' form. Launching either '''OPP''', '''OPX''', or '''OPB Standalone''' application accesses the respective '''Chart Editor''' that is '''blank''' and the '''OnePager Pro Start''', '''OnePager Express Start''', or '''OnePager Bundle Start''' form. To '''review''' or '''edit''' the '''Template Properties''' form from the OnePager '''Standalone''' application, click the '''File''' tab on the '''Chart Editor's''' ribbon screen and then the '''Options''' tab on the set of tabs on the left side of the screen as shown here:
  
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For more information on '''editing''' the '''Legend Title''' and/or '''Legend Items''', please see the article at: [[Editing, Repositioning Legend Items, and Formatting the Legend for Version 7.0 | Editing, Repositioning Legend Items, and Formatting the Legend ]] <!--15.3.1-70-->
+
<center>[[File:P71-24_0_1-71-(3)-02042022.png]]</center>
 +
<!--<center>P71-24_0_1-71-(3)-02042022.png</center>-->
  
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===Updating the Microsoft Excel Source Plan===
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Clicking the '''Template...''' button as shown above accesses the '''Template Properties''' form for '''editing''' as illustrated below:
  
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Should you later go back and change the '''Team Available''' field data in the Microsoft Excel '''source plan''', the next snapshot reflects the '''change''' by continuing to apply the rule. Suppose that the situation has changed in terms of '''Team Available''' as shown below:
+
<center>[[File:P71-24_0_1-71-(2-1)-02042022.png]]</center>
 +
<!--<center>P71-24_0_1-71-(2-1)-02042022.png</center>-->
  
−
<center>[[File:X70-11_6_1-70-(5)-10012019.png]]</center>
+
If any '''edits''' are made to the accessed current '''Template Properties''' form, these '''edits''' can be made permanent by using the '''Save''' button at the bottom of the form after all '''edits''' are accomplished. Illustrated above are the steps for accessing the '''Template Properties''' form associated with the '''OnePager Pro Standalone''' application. The same steps are used to access the '''OnePager Express Standalone''' or the '''OnePager Bundle Standalone''' application’s '''Template Properties''' form.
−
<!--<center>X70-11_6_1-70-(5)-10012019.png</center>-->
+
  
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===Second Snapshot Using the Updated Microsoft Excel Source Plan===
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==Customizing the OnePager Template Properties Form==
  
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You can now create another snapshot the normal way and the chart now looks like this:
+
The '''Template Properties''' form has the same tabs as the '''Chart Properties''' form and on each tab, for the most part, the controls on the '''Template Properties''' form mirror those on the '''Chart Properties''' form. You can '''customize''' any distributed '''Template Properties''' form to have your charts '''start out with''' a common look and use a standard set of Microsoft Project or Oracle Primavera P6 fields. For '''OPX''' and '''OPB''' this also applies to Microsoft Excel and Smartsheet fields. '''Editing''' within the '''Template Properties''' form involves accessing the specific tab and using the control group controls within the tab to change the settings and checkboxes to meet you visualizations intent.
  
−
<center>[[File:X70-11_6_1-70-(6)-10012019.png]]</center>
+
===Similarity to the Chart Properties Form===
−
<!--<center>X70-11_6_1-70-(6)-10012019.png</center>-->
+
  
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'''Note''' that the task bar shapes with the new shape configurations are all associated with '''Teams''' that are now '''available'''. OnePager retains the '''color''' associated with Teams for the new shape since the '''Color Action''' column in the '''Conditional Formatting''' rule is not involved in rule.
+
Since the '''Template Properties''' form's controls are so similar to those of the '''Chart Properties''' form, we recommend that you reference the articles dealing with '''Editing the Chart Properties''' form at: [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
  
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==Related Links==
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===Special Features on the Template Properties Form===
  
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[[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70-->
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There are three (3) '''special feature controls''' on the '''Template Properties''' form that need to be set in the current '''Template Properties''' form if the feature is to be used in the '''creation''' and subsequent '''update''' of charts.
  
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[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
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====Enterprise Custom Fields====
  
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[[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70-->
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For OnePager Pro only, the product supports access to '''Enterprise Custom Fields''' that typically reside in an '''enterprise server'''. All OnePager Pro '''Template Properties''' forms have controls for accessing these '''Enterprise Custom Fields. For more information on the access and use of '''Enterprise Custom Fields''' for OnePager Pro, please see the article at:
  
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[[Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] <!--10.0.1-70-->
+
<center>
 +
{| class="wikitable"
 +
| [[Using Enterprise Custom Fields for Microsoft Project Server/Project Online for Version 7.2  | Using Enterprise Custom Fields for Microsoft Project Server/Project Online]] 24.3.1-72
 +
|}
 +
</center>
  
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[[Conditional Formatting Overview for OnePager Pro for Version 7.0 | Conditional Formatting Overview-OnePager Pro]] <!--11.1.1-70-->
+
====Field Splitting and Column Parsing====
  
−
[[Adding Conditional Formatting Rules for OnePager Express for Version 7.0 | Adding Conditional Formatting Rules-OnePager Express]] <!--11.4.1-70-->
+
The '''Field Splitting''' feature allows you to duplicate tasks when a tasks in your Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet '''source plans''' are assigned to '''multiple resources''' (or anything else). Because assignments from Microsoft Project or Microsoft Excel can often be '''comma-delimited''', this feature enables OnePager to parse the '''comma-delimited list''' and '''create''' a unique task for each instance in the '''comma-separated''' list. If you anticipate using the '''Field Splitting and Column Parsing''' feature of OnePager Pro or Express, there are setup requirements to be made in the OnePager Pro or Express '''Template Properties''' form you intend to use. For more information on setting up the '''Field Splitting and Column''' features for OnePager Pro and Express and for OnePager using Oracle Primavera P6 or Smartsheet '''source plans''', please see the articles at:
  
−
[[Editing, Repositioning Legend Items, and Formatting the Legend for Version 7.0 | Editing, Repositioning Legend Items, and Formatting the Legend ]] <!--15.3.1-70-->
+
<center>
 +
{| class="wikitable"
 +
| [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] 24.4.1-72
 +
|-
 +
| [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for OnePager Express]] 24.5.1-72
 +
|-
 +
| [[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] 24.5.2-72
 +
|-
 +
| [[Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] 24.5.3-72
 +
|}
 +
</center>
  
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[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
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==Managing the Current Template Properties Form==
  
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[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
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As mentioned, '''Template Properties''' forms are key to managing a standard look and feel for charts produced by individuals and organizations when communicating schedule issues. This being the case, the '''management of Template Properties''' forms as objects is an important subject that is presented in the article at:
  
−
[https://www.onepager.com/support/video_tutorials/conditional_formatting.html Conditional Formatting Tutorial Video]
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<center>
 +
{| class="wikitable"
 +
| [[Managing the Current Template for Version 7.2 | Managing the Current Template]] 24.6.1-72
 +
|}
 +
</center>
  
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[https://www.onepager.com/community/blog/display-certainty-in-your-plan-by-using-conditional-formatting/ Blog-Display Certainty in Your Plan by Using Conditional Formatting]
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==Related Links==
  
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[https://www.onepager.com/community/blog/using-microsoft-project-flag-fields-with-onepager-pros-conditional-formatting-rules/ Using Microsoft Project Flag Fields with OnePager Pro's Conditional Formatting Rules]
+
[[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
  
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(11.6.1-70)
+
[[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
  
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[[Category:Version 7.0]]
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[[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72
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[[Category:Charts]]
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−
[[Category:Conditional Formatting]]
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[[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72
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[[Category:Templates]]
+
 
−
[[Category:Chart Properties Form]]
+
[[Template Only Features for Primavera P6 Source Plans in OnePager Version 7.2 | Template Only Features for Primavera P6 Source Plans in OnePager]] 24.2.2-72
 +
 
 +
[[Template Only Features for Smartsheet Source Plans in OnePager Version 7.2 | Template Only Features for Smartsheet Source Plans in OnePager]] 24.2.3-72
 +
 
 +
[[Using Enterprise Custom Fields for Microsoft Project Server/Project Online for Version 7.2  | Using Enterprise Custom Fields for Microsoft Project Server/Project Online]] 24.3.1-72
 +
 
 +
[[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] 24.4.1-72
 +
 
 +
[[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for OnePager Express]] 24.5.1-72
 +
 
 +
[[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] 24.5.2-72
 +
 
 +
[[Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] 24.5.3-72
 +
 
 +
(24.0.1-72)
 +
 
 +
[[Category:Version 7.2]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 +
[[Category:Charts]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
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[[Category:Labels]]
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[[Category:Templates Versus Charts]]
−
[[Category:Color Palettes]]
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[[Category:Enterprise Integration]]
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[[Category:Row/Swimlane Borders]]
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[[Category:Column Splitting]]
−
[[Category:Mavericks]]
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[[Category:Ribbon]]
 +
[[Category:Snapshots]]
 +
[[Category:Template Properties Form]]
 +
[[Category:Chart Properties Form]]
 +
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]
 +
[[Category:OnePager Bundle]]

Revision as of 17:40, 30 May 2022

About Managing Template Properties Forms

What is a Template Properties Form?

Illustrations 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.

For OnePager, a Template Properties form is a general set of style rules that can be used to create different charts. For example, if you have several projects and need to create the same style of report for each one, a Template Properties form allows you to create a single style that can be applied across multiple charts. It is the Template Properties form from which a new chart is created and from which all of the settings in the Chart Properties form are initially populated. The Template Properties form is also the place where you have the largest number of source plan fields from which to import into OnePager. A Template Properties form is a great way to achieve standardization across projects and across team members!

If everyone starts with the same Template Properties form, then the resulting charts adheres to standards that make it much easier for your audiences to digest. For more information on the differences between a Template and a chart, please see the article at: Templates versus Charts 4.0.1.3-72

Managing Template Properties Forms

Standard Template Properties forms are distributed with OnePager and installed on your computer. These standard Template Properties form options, when selected, can create various visual presentations of your Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet data that can meet your schedule discussion needs. The standard Template Properties form can also form starting points for you to create your own Template Properties forms which, in turn, create chart visualizations of project data specifically tailored to your presentations. The distributed standard Template Properties forms, for the most part, contain the same controls and options as the Chart Properties form that is the computer data representation of the chart managed by the Chart Editor. There are, however, differences in the content, controls, and features between OnePager Template Properties forms and the Chart Properties forms. For more instructions on Template Properties form only features, please see the articles shown in the links below:

Template Only Features for OnePager Pro 24.1.1-72
Template Only Features for OnePager Express 24.2.1-72
Template Only Features for Primavera P6 Source Plans in OnePager 24.2.2-72
Template Only Features for Smartsheet Source Plans in OnePager 24.2.3-72

Accessing the OnePager Template Properties Forms

Template Properties forms distributed with all editions of OnePager can be accesses for review, editing, and saved in two ways:

1) From the OnePager Pro (OPP), OnePager Express (OPX), and OnePager Bundle (OPB) Add-in applications.

2) From the OnePager Pro, OnePager Express, and OnePager Bundle Standalone applications.

Accessing the OnePager Template Properties Form from the Add-in Application

To access, review or edit the Template Properties form from the OnePager Add-in application, click the Templates… button on the Microsoft Project ribbon's Add-ins tool bar for OPP or click the Microsoft Excel ribbon's Add-ins tool bar for OPX. The Template… button for OPP is shown below:

P70-24 0 1-70-(1)-11302020.png

Clicking the Template... button shown above for either OPP or OPX accesses the current Template Properties form as shown here:

P71-24 0 1-71-(2)-12222021.png

The current Template Properties form is displayed on top of your Microsoft Project or Excel source plan and can be reviewed, edited, or saved after editing using the File, Edit, or Help buttons on the Template Properties form's tool bar as shown above. If any edits are made to the accessed current Template Properties form , these edits can be made permanent by using the Save button at the bottom of the form after all edits are accomplished.

Accessing the OnePager Template Properties Form from the Standalone Application

Since the Standalone versions of OPP, OPX, and OPB are launched from desktop Icons on your computer, either of these Standalone applications needs to be launched first before access can be gained to the current Template Properties form. Launching either OPP, OPX, or OPB Standalone application accesses the respective Chart Editor that is blank and the OnePager Pro Start, OnePager Express Start, or OnePager Bundle Start form. To review or edit the Template Properties form from the OnePager Standalone application, click the File tab on the Chart Editor's ribbon screen and then the Options tab on the set of tabs on the left side of the screen as shown here:

P71-24 0 1-71-(3)-02042022.png

Clicking the Template... button as shown above accesses the Template Properties form for editing as illustrated below:

P71-24 0 1-71-(2-1)-02042022.png

If any edits are made to the accessed current Template Properties form, these edits can be made permanent by using the Save button at the bottom of the form after all edits are accomplished. Illustrated above are the steps for accessing the Template Properties form associated with the OnePager Pro Standalone application. The same steps are used to access the OnePager Express Standalone or the OnePager Bundle Standalone application’s Template Properties form.

Customizing the OnePager Template Properties Form

The Template Properties form has the same tabs as the Chart Properties form and on each tab, for the most part, the controls on the Template Properties form mirror those on the Chart Properties form. You can customize any distributed Template Properties form to have your charts start out with a common look and use a standard set of Microsoft Project or Oracle Primavera P6 fields. For OPX and OPB this also applies to Microsoft Excel and Smartsheet fields. Editing within the Template Properties form involves accessing the specific tab and using the control group controls within the tab to change the settings and checkboxes to meet you visualizations intent.

Similarity to the Chart Properties Form

Since the Template Properties form's controls are so similar to those of the Chart Properties form, we recommend that you reference the articles dealing with Editing the Chart Properties form at: Editing with the Chart Properties form (Portal) 21.0.1-72

Special Features on the Template Properties Form

There are three (3) special feature controls on the Template Properties form that need to be set in the current Template Properties form if the feature is to be used in the creation and subsequent update of charts.

Enterprise Custom Fields

For OnePager Pro only, the product supports access to Enterprise Custom Fields that typically reside in an enterprise server. All OnePager Pro Template Properties forms have controls for accessing these Enterprise Custom Fields. For more information on the access and use of Enterprise Custom Fields for OnePager Pro, please see the article at:

Using Enterprise Custom Fields for Microsoft Project Server/Project Online 24.3.1-72

Field Splitting and Column Parsing

The Field Splitting feature allows you to duplicate tasks when a tasks in your Microsoft Project, Microsoft Excel, Oracle Primavera P6, or Smartsheet source plans are assigned to multiple resources (or anything else). Because assignments from Microsoft Project or Microsoft Excel can often be comma-delimited, this feature enables OnePager to parse the comma-delimited list and create a unique task for each instance in the comma-separated list. If you anticipate using the Field Splitting and Column Parsing feature of OnePager Pro or Express, there are setup requirements to be made in the OnePager Pro or Express Template Properties form you intend to use. For more information on setting up the Field Splitting and Column features for OnePager Pro and Express and for OnePager using Oracle Primavera P6 or Smartsheet source plans, please see the articles at:

Splitting and Parsing Fields for OnePager Pro 24.4.1-72
Splitting and Parsing Fields for OnePager Express 24.5.1-72
Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager 24.5.2-72
Splitting and Parsing Columns for Smartsheet Source Plans in OnePager 24.5.3-72

Managing the Current Template Properties Form

As mentioned, Template Properties forms are key to managing a standard look and feel for charts produced by individuals and organizations when communicating schedule issues. This being the case, the management of Template Properties forms as objects is an important subject that is presented in the article at:

Managing the Current Template 24.6.1-72

Related Links

Templates versus Charts 4.0.1.3-72

Editing with the Chart Properties form (Portal) 21.0.1-72

Template Only Features for OnePager Pro 24.1.1-72

Template Only Features for OnePager Express 24.2.1-72

Template Only Features for Primavera P6 Source Plans in OnePager 24.2.2-72

Template Only Features for Smartsheet Source Plans in OnePager 24.2.3-72

Using Enterprise Custom Fields for Microsoft Project Server/Project Online 24.3.1-72

Splitting and Parsing Fields for OnePager Pro 24.4.1-72

Splitting and Parsing Fields for OnePager Express 24.5.1-72

Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager 24.5.2-72

Splitting and Parsing Columns for Smartsheet Source Plans in OnePager 24.5.3-72

(24.0.1-72)

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