Difference between revisions of "Creating and Editing Rows and Swimlanes for Version 7.0 (Portal)"
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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. | + | :c) Descriptions of the controls within the above '''context menu''' can be found at the links referenced at the end of this article. |
3) '''Right-clicking''' on any '''text column''' cell: | 3) '''Right-clicking''' on any '''text column''' cell: | ||
Revision as of 16:58, 9 June 2020
About Creating and Editing Rows and Swimlanes
1) 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.
2) This article covers how to represent rows and swimlanes in your charts and the manual edits that are available with rows and swimlanes.
3) The articles in this series provide overview and detailed instructions on how to use the new OnePager Multiple Swimlanes LevelsFeature.
4) Most row and swimlane editing is done globally, so you should also read the Editing with the Chart Properties form (Portal) 21.0.1-70 articles to familiarize yourself with some of the more common row and swimlane features.
Creating a Chart with Rows and Swimlanes
1) OnePager Pro and Express 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) 24.0.1-70 for more information.
2) Our recommendation for first 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 field should be used to control the creation of rows and swimlanes.
3) 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 at: Getting Started (Portal) 3.0-70 to see the creation of a chart with a swimlane.
