Creating and Editing Rows and Swimlanes for Version 7.0 (Portal)
Contents
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.
- e) After completing these steps the Custom Text Columns form recognizes that the selected Microsoft Project source plan field is numeric and the form changes to look like this:
-06272017.png)
- f) The Comma is the default separator but the dropdown menu for the 1000 separator has three options as shown here:
-06272017.png)
- g) Since the values in the Cost field are in US Dollars, use the Symbol dropdown menu to select the Dollar symbol as shown below:
-06272017.png)
- h) After completing these steps, click OK on the Custom Text Columns form to close it; then click OK on the Chart Properties form. The chart is updated to look like this:
-11012017.png)
10) Once created, each Text Column cell can be individually edited or the entire set of cells can be edited as desired.
11) The minimum Width that can be set for any Text Column is 0.05 inches. Excessively wide Text Columns should be avoided as the space remaining for the graph is greatly reduced.
Editing All Rows and Swimlanes
1) As briefly discussed above, before the chart is created you can establish row and swimlane setting by accessing the Template form's Rows/Swimlanes tab. These setting are the same as discussed above. See the article at this link for more information on the Template Properties form's treatment of rows and swimlanes: Managing Templates (Portal). 24.0.1-70
2) Editing all rows and swimlanes can be done by using the Chart Properties form's Rows/Swimlanes tab. Once the chart is created, you can edit the properties of rows and swimlanes by clicking the Chart Properties button on the ribbion's Home tab. Next, navigate to the Rows/Swimlanes tab to access all the editing controls as shown below:
-02142017.png)
3) The actions described above apply equally to OnePager Express (OPX) as they do to OnePager Pro (OPP)
4) Caution: When collecting more than one task for display in a single chart row, OnePager (Pro and Express) displays only the source plan data associated with the left-most task in an Swimlane Label or Text Column. For more information consult the following reference link: Caution: Using Swimlane Labels and/or Text Columns When Collecting More that One Task Into A Row. 12.1.1-70
Editing Individual Rows and Swimlanes
1) 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 Chart Properties or Template Properties form. Access to row and swimlane editing tools can be done as follows:
2) Right-clicking on a swimlane label:
- a) Right-click to select a swimlane (or group of swimlane).
- b) The context menu shown below is displayed:
-03152016.png)
- 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:
- a) Right-click to select a row (or group of rows).
- b) The context menu shown below is displayed:
-11012017.png)
- c) Descriptions of the controls within the above context menu can be found at the links referenced at the end of this article.
Links to Detailed Articles on Creating and Editing Rows and Swimlanes
1) OnePager version 7.0 features multiple swimlanes as a new feature.
2) A description of this new feature and an overview of its operations and controls are provided in the first two Wiki links below:
| About OnePager's Rows and Swimlanes 12.0.2-70 from 0.4.1-70 |
| Using the Multiple Swimlanes Feature - Overview 12.0.3-70 from 4.0.1-5-70 |
3) More detailed information on editing rows and swimlanes can be accessed at the following article links:
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