Difference between pages "Conditional Formatting with Boolean Fields for OnePager Pro for Version 6.0" and "Creating and Editing Rows and Swimlanes for Version 7.2 (Portal)"

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==Overview==
+
==Introduction to Creating and Editing Rows and Swimlanes in OnePager==
  
The OnePager '''Conditional Formatting''' feature also supports Microsoft Project '''Boolean''' fields (e.g., '''Flag1 through Flag20''', etc.).  '''Boolean''' fields have only two values: '''Yes''' or '''No'''.
+
This article series describes OnePager’s '''Creating and Editing for Rows and Swimlanes''' features.  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.
  
==Example==
+
==About Creating and Editing Rows and Swimlanes==
  
1) As an example, suppose we have the project schedule shown below which consists of three phases and resources consisting of four teams ('''Team 1, Team 2, Team 3, and Team 4''').
+
'''Rows and swimlanes''' are a feature of OnePager that help you to '''group, collect, and sort''' project tasks and milestones dynamically based on your underlying project data. These articles cover how to create '''rows and swimlanes''' in your charts and perform '''manual edits''' on the properties of '''rows and swimlanes'''. The articles in this series provide '''overview''' and '''detailed instructions''' on how to use the new OnePager '''Multiple Swimlanes Levels Feature'''.  
  
<center>[[File:P52-11_5-(1)-06022015.png]]</center>
+
Most '''row and swimlane''' '''editing''' is done globally, so you should also read the [[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-71 articles to familiarize yourself with some of the more common '''row and swimlane''' features.
  
2) In the Microsoft Project '''source plan''' above, the field titled '''Team Available''' is actually '''Flag1'''.
+
'''Manual editing''' of '''row and swimlane''' properties is done in the '''Chart Editor''' using the capabilities documented in the link sub-section.
  
3) In this example, '''Flag1''' is '''Team Available'''.  Creating a simple project view without '''Conditional Formatting rules''' will produce something like this:
+
==Creating a Chart with Rows and Swimlanes==
  
<center>[[File:P52-11_5-(3)-06022015.png]]</center>
+
All editions of OnePager  are distributed with a number of '''Templates Properties''' forms that can be used to create various chart '''looks'''. Many of these '''Templates Properties''' forms already have '''swimlanes''' defined. 
  
4) Now suppose you want to represent any team that is '''Available''' (with '''Flag1=Yes'''), regardless of the team name with a different task shape. This can be done by creating the following '''Conditional Formatting Rule''' by accessing the '''Template''' through the second page of the OnePager choices ('''OPC''') form:
+
See the article at: [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71 for more information.  
  
<center>[[File:P60-11_5_1-60-(4)-02132017.png]]</center>
+
Our recommendation for first time users of OnePager is to create your first chart with the format specified by the current '''Template Properties''' form. Once the chart is created, you have the capability to make '''edits''' including designating which '''source plan''' column/field should be used to control the creation of '''rows and swimlanes'''. For the purpose of this article series, we assume that you have created a chart without any visible '''rows or swimlanes''' and that you desire to organize your chart into '''swimlanes''' and provide at least one '''text column''' per '''row''' in the chart to display '''source plan''' information. 
<!--<center>P60-11_5_1-60-(4)-02132017.png</center>-->
+
  
5) When the '''Conditional Formatting Rules''' are in place and the project view is created it will look like this:
+
Please review the '''Getting Started''' article series which cover all '''source plan''' types at: [[Getting Started with Version 7.2 (Portal) | Getting Started (Portal)]] 3.0.0-72 to see the creation of a chart with a '''swimlane'''.
  
<center>[[File:P52-11_5-(5)-06022015.png]]</center>
+
For a quick overview of OnePager's '''rows and swimlanes''' feature, please see the article at:  [[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] 4.0.1.5-72
  
6) 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.
+
==Links to Detailed Articles on Creating and Editing Rows and Swimlanes==
  
7) Should you later go back and change the '''Flag1''' field data in the Microsoft Project '''source plan''', the next snapshot will reflect the change by continuing to apply the rule.
+
Add  editions of OnePager support the '''multiple swimlane levels''' feature. A Gantt chart with '''multiple swimlane levels''' and '''multiple text columns''' is shown here:
  
:a) Suppose that the situation has changed in terms of '''Team Available''' as shown below: 
+
<center>[[File:P70-12_0_1-(1)-06092020.png]]</center>
 +
<!--<center>P70-12_0_1-(1)-06092020.png</center>-->
  
<center>[[File:P52-11_5-(6)-06022015.png]]</center>
+
In the illustration above, the first three columns in the chart are the '''three multiple swimlane levels''' and the two columns to their right are two '''text columns'''. Timeline layout charts where multiple '''source plan''' tasks are placed in a single chart '''row''' can also have '''multiple swimlane levels''' and '''text columns'''. A description of this new feature and an '''overview''' of its operations and controls are provided in the first two articles at the links below. Our recommendation for new OnePager users is that you read the two articles in the table of links below to become familiar with the '''multiple swimlane levels''' concepts and the forms and controls available before using '''multiple swimlane levels''' to construct new charts. Experienced OnePager users are advised to review the first article and familiarize yourselves with the new organization and layout of the enhanced forms and controls contained in the second article below:
  
:b) You can now create another snapshot the normal way and the project view will now look like this:
+
<center>
 +
===Overview and Summary Articles===
 +
</center>
  
<center>[[File:P52-11_5-(7)-06022015.png]]</center>
+
The articles listed in the tables below describe OnePager’s '''Multiple Swimlane Level''' feature.  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.
  
:c) '''Note''' that the tasks with the new shape are all associated with teams that are now available. OnePager retains the '''color''' associated with Teams for the new shape.
+
<center>
 +
{| class="wikitable"
 +
| [[About OnePager's Rows and Swimlanes for Version 7.2 | About OnePager's Rows and Swimlanes]] 12.0.2-72
 +
|-
 +
| [[Using the Multiple Swimlane Levels Feature - Overview for Version 7.2 | Using the Multiple Swimlane Levels Feature - Overview]] 12.0.3-72
 +
|}
 +
</center>
  
(11.5.1-60)
+
The articles in the tables of links below provide detailed information on '''creating and editing rows and multiple swimlane levels''' for OnePager:
  
[[Category:Version 6.0]]
+
<center>
[[Category:Project Views]]
+
 
[[Category:Conditional Formatting]]
+
===Creating, Formatting, and Editing Rows and Swimlanes with the Chart Properties Form===
[[Category:Templates]]
+
</center>
[[Category:Project-View Properties Form]]
+
 
[[Category:Editing a Project View]]
+
<center>
 +
{| class="wikitable"
 +
| [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.2 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] 12.01.1-72
 +
|-
 +
| [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.2 | Creating, Formatting, and Sorting Swimlanes Levels]] 12.02.1-72
 +
|-
 +
| [[Creating and Formatting Text Columns for Version 7.2 | Creating and Formatting Text Columns]] 12.03.1-72
 +
|-
 +
| [[Using Microsoft Project Alias Column Names in OnePager Text Column Headings for Version 7.2 | Using Microsoft Project Alias Column Names in OnePager Text Column Headings]] 12.06.1-72
 +
|-
 +
| [[Row and Swimlane Borders for Version 7.2 | Row and Swimlane Borders]] 12.04.1-72
 +
|-
 +
| [[Automatically Hiding Empty Rows for OnePager for Version 7.2 | Automatically Hiding Empty Rows for OnePager]] 12.05.1-72
 +
|-
 +
| [[Snapshot-Dependent Text Columns for OnePager for Version 7.1 | Snapshot-Dependent Text Columns for OnePager]] 12.4.1-71
 +
|}
 +
</center>
 +
 
 +
<center>
 +
 
 +
===Manual Editing of Rows and Swimlanes in the Chart Editor===
 +
</center>
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[Resizing the Width of Text Columns and Swimlanes for Version 7.1 | Resizing the Width of Text Columns and Swimlanes]] 12.8.1-71
 +
|-
 +
| [[Moving Rows for Version 7.1 | Moving Rows]] 12.9.1-71
 +
|-
 +
| [[Moving Swimlanes for Version 7.1 | Moving Swimlanes]] 12.10.1-71
 +
|-
 +
| [[Resizing the Height of Rows for Version 7.1 | Resizing the Height of Rows]] 12.11.1-71
 +
|-
 +
| [[Resizing the Height of Swimlanes for Version 7.1 | Resizing the Height of Swimlanes]] 12.12.1-71
 +
|-
 +
| [[Manually Hiding and Unhiding Swimlane Levels for Version 7.1 | Manually Hiding and Unhiding Swimlane Levels]] 12.5.1-71
 +
|}
 +
</center>
 +
 
 +
<center>
 +
===Editing Rows and Swimlanes Using Right-Click Context Menu Commands===
 +
</center>
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[Editing Text Columns or Swimlane Labels for Version 7.2 | Editing Text Columns or Swimlane Labels]] 12.3.1-72
 +
|-
 +
| [[Hiding and Unhiding Rows and Swimlanes for Version 7.1 | Hiding and Unhiding Rows and Swimlanes]] 12.13.1-71
 +
|-
 +
| [[Adding a Row or Swimlane for Version 7.1 | Adding a Row or Swimlane]] 12.16.1-71
 +
|-
 +
| [[Splitting Swimlanes for Version 7.1 | Splitting Swimlanes]] 12.17.1-71
 +
|-
 +
| [[Grouping Rows into Swimlanes for Version 7.1 | Grouping Rows into Swimlanes]] 12.18.1-71
 +
|-
 +
| [[Adding a Row to a Swimlane for Version 7.1 | Adding a Row to a Swimlane]] 12.19.1-71
 +
|-
 +
| [[Making Each Row into a Swimlane for Version 7.1 | Making Each Row into a Swimlane]] 12.20.1-71
 +
|-
 +
| [[Merging Swimlanes for Version 7.1 | Merging Swimlanes]] 12.21.1-71
 +
|-
 +
| [[Editing Row Properties for Version 7.1 | Editing Row Properties]] 12.22.1-71
 +
|-
 +
| [[Editing Swimlane Properties for Version 7.1 | Editing Swimlane Properties]] 12.23.1-71
 +
|-
 +
|}
 +
</center>
 +
 
 +
<center>
 +
 
 +
===Zebra Striping Rows and Swimlanes===
 +
</center>
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[Zebra Striping for Rows and Swimlanes for OnePager for Version 7.1 | Zebra Striping for Rows and Swimlanes for OnePager]] 12.24.1-71
 +
|}
 +
</center>
 +
 
 +
==Related Links==
 +
 
 +
[[Getting Started with Version 7.2 (Portal) | Getting Started (Portal)]] 3.0.0-72
 +
 
 +
[[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] 4.0.1.5-72
 +
 
 +
[[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-71
 +
 
 +
[[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
 +
 
 +
(12.0.1-72)
 +
 
 +
[[Category:Version 7.2]]
 +
[[Category:Charts]]
 +
[[Category:Template Properties Form]]
 +
[[Category:Chart Properties Form]]
 +
[[Category:Ribbon]]
 +
[[Category:Editing a Chart]]
 +
[[Category:OnePager - Tool Bar]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
 +
[[Category:Rows and Swimlanes]]
 +
[[Category:Multiple Swimlane Levels]]
 
[[Category:Labels]]
 
[[Category:Labels]]
[[Category:Color Palettes]]
+
[[Category:Text Columns]]
[[Category:Row/Swimlane Borders]]
+
[[Category:Snapshots]]
 +
[[Category:Snapshot Dependent/Independent]]
 +
[[Category:Row Stripes]]
 +
[[Category:Swimlane Stripes]]
 
[[Category:Mavericks]]
 
[[Category:Mavericks]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 +
[[Category:OnePager Express]]
 +
[[Category:OnePager Bundle]]

Revision as of 15:11, 23 May 2022

Introduction to Creating and Editing Rows and Swimlanes in OnePager

This article series describes OnePager’s Creating and Editing for Rows and Swimlanes features. 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.

About Creating and Editing Rows and Swimlanes

Rows and swimlanes are a feature of OnePager that help you to group, collect, and sort project tasks and milestones dynamically based on your underlying project data. These articles cover how to create rows and swimlanes in your charts and perform manual edits on the properties of rows and swimlanes. The articles in this series provide overview and detailed instructions on how to use the new OnePager Multiple Swimlanes Levels Feature.

Most row and swimlane editing is done globally, so you should also read the Editing with the Chart Properties form (Portal) 21.0.1-71 articles to familiarize yourself with some of the more common row and swimlane features.

Manual editing of row and swimlane properties is done in the Chart Editor using the capabilities documented in the link sub-section.

Creating a Chart with Rows and Swimlanes

All editions of OnePager are distributed with a number of Templates Properties forms that can be used to create various chart looks. Many of these Templates Properties forms already have swimlanes defined.

See the article at: Managing Templates (Portal) 24.0.1-71 for more information.

Our recommendation for first time users of OnePager is to create your first chart with the format specified by the current Template Properties form. Once the chart is created, you have the capability to make edits including designating which source plan column/field should be used to control the creation of rows and swimlanes. For the purpose of this article series, we assume that you have created a chart without any visible rows or swimlanes and that you desire to organize your chart into swimlanes and provide at least one text column per row in the chart to display source plan information.

Please review the Getting Started article series which cover all source plan types at: Getting Started (Portal) 3.0.0-72 to see the creation of a chart with a swimlane.

For a quick overview of OnePager's rows and swimlanes feature, please see the article at: Using Rows and Swimlanes 4.0.1.5-72

Links to Detailed Articles on Creating and Editing Rows and Swimlanes

Add editions of OnePager support the multiple swimlane levels feature. A Gantt chart with multiple swimlane levels and multiple text columns is shown here:

P70-12 0 1-(1)-06092020.png

In the illustration above, the first three columns in the chart are the three multiple swimlane levels and the two columns to their right are two text columns. Timeline layout charts where multiple source plan tasks are placed in a single chart row can also have multiple swimlane levels and text columns. A description of this new feature and an overview of its operations and controls are provided in the first two articles at the links below. Our recommendation for new OnePager users is that you read the two articles in the table of links below to become familiar with the multiple swimlane levels concepts and the forms and controls available before using multiple swimlane levels to construct new charts. Experienced OnePager users are advised to review the first article and familiarize yourselves with the new organization and layout of the enhanced forms and controls contained in the second article below:

Overview and Summary Articles

The articles listed in the tables below describe OnePager’s Multiple Swimlane Level feature. 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.

About OnePager's Rows and Swimlanes 12.0.2-72
Using the Multiple Swimlane Levels Feature - Overview 12.0.3-72

The articles in the tables of links below provide detailed information on creating and editing rows and multiple swimlane levels for OnePager:

Creating, Formatting, and Editing Rows and Swimlanes with the Chart Properties Form

Collecting, Formatting, and Sorting Task/Milestones into Rows 12.01.1-72
Creating, Formatting, and Sorting Swimlanes Levels 12.02.1-72
Creating and Formatting Text Columns 12.03.1-72
Using Microsoft Project Alias Column Names in OnePager Text Column Headings 12.06.1-72
Row and Swimlane Borders 12.04.1-72
Automatically Hiding Empty Rows for OnePager 12.05.1-72
Snapshot-Dependent Text Columns for OnePager 12.4.1-71

Manual Editing of Rows and Swimlanes in the Chart Editor

Resizing the Width of Text Columns and Swimlanes 12.8.1-71
Moving Rows 12.9.1-71
Moving Swimlanes 12.10.1-71
Resizing the Height of Rows 12.11.1-71
Resizing the Height of Swimlanes 12.12.1-71
Manually Hiding and Unhiding Swimlane Levels 12.5.1-71

Editing Rows and Swimlanes Using Right-Click Context Menu Commands

Editing Text Columns or Swimlane Labels 12.3.1-72
Hiding and Unhiding Rows and Swimlanes 12.13.1-71
Adding a Row or Swimlane 12.16.1-71
Splitting Swimlanes 12.17.1-71
Grouping Rows into Swimlanes 12.18.1-71
Adding a Row to a Swimlane 12.19.1-71
Making Each Row into a Swimlane 12.20.1-71
Merging Swimlanes 12.21.1-71
Editing Row Properties 12.22.1-71
Editing Swimlane Properties 12.23.1-71

Zebra Striping Rows and Swimlanes

Zebra Striping for Rows and Swimlanes for OnePager 12.24.1-71

Related Links

Getting Started (Portal) 3.0.0-72

Using Rows and Swimlanes 4.0.1.5-72

Editing with the Chart Properties form (Portal) 21.0.1-71

Managing Templates (Portal) 24.0.1-71

(12.0.1-72)