Creating and Editing Rows and Swimlanes for Version 6.0 (Portal)
Contents
About Creating and Editing Rows and Swimlanes (P60-12_0_1-11152016)
Rows and swimlanes are a feature of OnePager that allow you to group, collect, and sort project tasks and milestones dynamically based on your underlying project data.
This article covers how to represent rows and swimlanes in your project views and the manual edits that also possible with rows and swimlanes. Most row and swimlane editing is done globally, so you should also read the Project View Properties 21.1.2-60 articles to familiarize yourself with some of the more common row and swimlane features.
Creating a Project View with Rows and Swimlanes
1) OnePager Pro and Express are distributed with a number of Templates that can be used to create various project view looks. Many of these Templates already have swimlanes defined. See the article at: Managing Templates (Portal) for more information on managing templates.
2) Our recommendation for first users of OnePager is to create your first project view with the format specified by the current template. Once the project view is created, you have the capability to make edits including designating which source plan column should be used to control the creation of rows and swimlanes.
3) For the purpose of this article, we will assume that you have created a project view without any visible rows or swimlanes and that you desire to organize your project view into swimlanes and provide at least one text column per row in the project view to display source plan information of your choice. Please review the Getting Started article at: Getting Started (Portal) to see the creation of a project view with a swimlane.
Displaying Rows and Swimlanes
4) Assuming that your project view is created and displayed in the Project-View Editor ('PVE), you can now make the global edits necessary to display rows and swimlanes. This is done by clicking the Project-View Properties (PVP) button on the OnePager tool bar. This action brings up the PVP form where you should click the Rows/Swimlanes tab as shown below:
5) As shown above, the PVP Rows/Swimlanes tab is already configured to display the Level 1 summary name from the Microsoft Project source plan used in this illustration. For swimlanes these control setting will create multiple swimlanes and display text data taken from the source plan. To display text columns of data for each row(from 1 to 5 are supported), you need to d a little extra configuring as follows:
- a) Swimlanes are a collection of rows. To associate source plan data with each row go to the Show text columns checkbox and check it on. Then, click the Text Column Properties... button which will immediately bring up the Custom Text Columns form as shown here:
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- b) Above is the basic form. To specify one or more text columns for your project view, start with the Left#1 tab in the form and click the Show this checkbox. The Field window dropdown in the illustration above is already set to Resource Names. When you click the OK and return to the PVP Rows/Swimlanes tab, the Reosource Names data column from your source plan will be used to provide associated text data in a column to the right of the Swimlane as shown below:
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- c) At this point you may go back to the Custom Text Columns form and adjust the text in the Text Column by using the Formatting group in the form. You may also use the Left#2 to define an additional text column to support each row displayed in the project view.
Adding Swimlanes and a Text Column
6) To add one more text column to complete this example, suppose you want to also display for each row the %Complete value for each task in each row of the project view. This can easily be done as follows:
a) Return to the PVP form's Rows/Swimlanes tab, make sure that the Show text columns checkbox is checked on, and then click the Text Column Properties button again. This action takes you to the Custom Text Columns form where, for this illustration, you should click the Left#2 tab.
- b) At this point, click the Show this check box and use the Field window's dropdown list to select %Complete as shown here:
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- c) When you click the OK button on the form above and work your way out of the PVP form, your project view will be reconfigured to look like this:
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7) The process of adding text columns can be repeated so that up to five (5) text columns can appear on the left side of the graph.
Editing All Rows and Swimlanes
1) As briefly discussed above, before the project view is created you may establish row and swimlane setting by accessing the Rows/Swimlanes tab of the Template Properties form. These setting are the same as discussed above for the PVP form. See the article at this link for more information on the Template Properties form's treatment of rows and swimlanes: Managing Templates (Portal)
2) Editing all rows and swimlanes can be done by using the PVP form's Rows/Swimlanes tab. Once the project view is created, you may edit the properties of rows and swimlanes by clicking the Project-View Properties button on the ribbion's Home tab. Then, navigate to the Rows/Swimlanes tab to access all the editing controls as shown below:
3) The actions described above apply equally to OnePager Express (OPX) as they do to OnePager Pro (OPP)
Editing Individual Rows and Swimlanes
Row and swimlane properties can be modified (or selected groups of them) by right-clicking on the row or swimlane label or by accessing the Rows and Swimlanes tab of the Project-View Properties (PVP) or Template Properties form. Access to row and swimlane editing tools can be done as follows:
1) Right-clicking on a swimlane label:
- a) Right-click to select a swimlane (or group of swimlane).
- b) The context menu shown below will be displayed:
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- c) Descriptions of the controls within the above context menu can be found at the links referenced at the end of this article.
2) Right-clicking on a text column cell:
- a) Right-click to select a row (or group of rows).
- b) The context menu shown below will be displayed:
-11152016.png)
- c) Descriptions of the controls within the above context menu can be found at the links referenced at the end of this article.
More detailed information on editing rows and swimlanes may be accessed at the following article links:
(12.0.1-60)
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