Difference between revisions of "Creating and Editing Rows and Swimlanes for Version 7.1 (Portal)"

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'''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'''.  
 
'''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 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.  
+
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.  
  
 
'''Manual editing''' of '''row and swimlane''' properties is done in the '''Chart Editor''' using the capabilities documented in the link sub-section.
 
'''Manual editing''' of '''row and swimlane''' properties is done in the '''Chart Editor''' using the capabilities documented in the link sub-section.
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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.   
 
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 for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71 for more information.  
+
See the article at: [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] <!--24.0.1-71--> for more information.  
  
−
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''' 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.   
+
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 with Version 7.1 (Portal) | Getting Started (Portal)]] 3.0.0-71 to see the creation of a chart with a '''swimlane'''.
+
Please review the '''Getting Started''' article series which cover all '''source plan''' types at: [[Getting Started with Version 7.1 (Portal) | Getting Started (Portal)]] <!--3.0.0-71--> 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 for OnePager Version 7.1 | Using Rows and Swimlanes]] <!--4.0.1.5-71-->
  
 
==Links to Detailed Articles on Creating and Editing Rows and Swimlanes==
 
==Links to Detailed Articles on Creating and Editing Rows and Swimlanes==
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<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[About OnePager's Rows and Swimlanes for Version 7.1 | About OnePager's Rows and Swimlanes]] 12.0.2-71
+
| [[About OnePager's Rows and Swimlanes for Version 7.1 | About OnePager's Rows and Swimlanes]] <!--12.0.2-71-->
 
|-
 
|-
−
| [[Using the Multiple Swimlane Levels Feature - Overview for Version 7.1 | Using the Multiple Swimlane Levels Feature - Overview]] 12.0.3-71
+
| [[Using the Multiple Swimlane Levels Feature - Overview for Version 7.1 | Using the Multiple Swimlane Levels Feature - Overview]] <!--12.0.3-71-->
 
|}
 
|}
 
</center>
 
</center>
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<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.1 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] 12.01.1-71
+
| [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.1 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-71-->
 
|-
 
|-
−
| [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.1 | Creating, Formatting, and Sorting Swimlanes Levels]] 12.02.1-71
+
| [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.1 | Creating, Formatting, and Sorting Swimlanes Levels]] <!--12.02.1-71-->
 
|-
 
|-
−
| [[Creating and Formatting Text Columns for Version 7.1 | Creating and Formatting Text Columns]] 12.03.1-71
+
| [[Creating and Formatting Text Columns for Version 7.1 | Creating and Formatting Text Columns]] <!--12.03.1-71-->
 
|-
 
|-
−
| [[Row and Swimlane Borders for Version 7.1 | Row and Swimlane Borders]] 12.04.1-71
+
| [[Using Microsoft Project Alias Column Names in OnePager Text Column Headings for Version 7.1 | Using Microsoft Project Alias Column Names in OnePager Text Column Headings]] <!--12.06.1-71-->
 
|-
 
|-
−
| [[Automatically Hiding Empty Rows for OnePager for Version 7.1 | Automatically Hiding Empty Rows for OnePager]] 12.05.1-71
+
| [[Row and Swimlane Borders for Version 7.1 | Row and Swimlane Borders]] <!--12.04.1-71-->
 
|-
 
|-
−
| [[Snapshot-Dependent Text Columns for OnePager for Version 7.1 | Snapshot-Dependent Text Columns for OnePager]] 12.4.1-71
+
| [[Automatically Hiding Empty Rows for OnePager for Version 7.1 | Automatically Hiding Empty Rows for OnePager]] <!--12.05.1-71-->
 +
|-
 +
| [[Snapshot-Dependent Text Columns for OnePager for Version 7.1 | Snapshot-Dependent Text Columns for OnePager]] <!--12.4.1-71-->
 
|}
 
|}
 
</center>
 
</center>
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<center>
 
<center>
 
{| class="wikitable"
 
{| 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
+
| [[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 Rows for Version 7.1 | Moving Rows]] <!--12.9.1-71-->
 
|-
 
|-
−
| [[Moving Swimlanes for Version 7.1 | Moving Swimlanes]] 12.10.1-71
+
| [[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 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
+
| [[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
+
| [[Manually Hiding and Unhiding Swimlane Levels for Version 7.1 | Manually Hiding and Unhiding Swimlane Levels]] <!--12.5.1-71-->
 
|}
 
|}
 
</center>
 
</center>
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<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[Editing Text Columns or Swimlane Labels for Version 7.1 | Editing Text Columns or Swimlane Labels]] 12.3.1-71
+
| [[Editing Text Columns or Swimlane Labels for Version 7.1 | Editing Text Columns or Swimlane Labels]] <!--12.3.1-71-->
 
|-
 
|-
−
| [[Hiding and Unhiding Rows and Swimlanes for Version 7.1 | Hiding and Unhiding Rows and Swimlanes]] 12.13.1-71
+
| [[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
+
| [[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
+
| [[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
+
| [[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
+
| [[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
+
| [[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
+
| [[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 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
+
| [[Editing Swimlane Properties for Version 7.1 | Editing Swimlane Properties]] <!--12.23.1-71-->
 
|-
 
|-
 
|}
 
|}
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<center>
 
<center>
 
{| class="wikitable"
 
{| 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
+
| [[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>
 
</center>
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==Related Links==
 
==Related Links==
  
−
[[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-71  
+
[[Getting Started with Version 7.1 (Portal) | Getting Started (Portal)]] <!--3.0.0-71-->
 +
 
 +
[[Using Rows and Swimlanes for OnePager Version 7.1 | Using Rows and Swimlanes]] <!--4.0.1.5-71-->
  
−
[[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
+
[[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-71-->
  
−
[[Getting Started with Version 7.1 (Portal) | Getting Started (Portal)]] 3.0.0-71
+
[[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] <!--24.0.1-71-->
  
 
(12.0.1-71)
 
(12.0.1-71)
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[[Category:Version 7.1]]
 
[[Category:Version 7.1]]
 
[[Category:Charts]]
 
[[Category:Charts]]
−
[[Category:Templates]]
+
[[Category:Template Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Ribbon]]
 
[[Category:Ribbon]]

Latest revision as of 16:52, 25 April 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) 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) 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) 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

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
Using the Multiple Swimlane Levels Feature - Overview

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
Creating, Formatting, and Sorting Swimlanes Levels
Creating and Formatting Text Columns
Using Microsoft Project Alias Column Names in OnePager Text Column Headings
Row and Swimlane Borders
Automatically Hiding Empty Rows for OnePager
Snapshot-Dependent Text Columns for OnePager

Manual Editing of Rows and Swimlanes in the Chart Editor

Resizing the Width of Text Columns and Swimlanes
Moving Rows
Moving Swimlanes
Resizing the Height of Rows
Resizing the Height of Swimlanes
Manually Hiding and Unhiding Swimlane Levels

Editing Rows and Swimlanes Using Right-Click Context Menu Commands

Editing Text Columns or Swimlane Labels
Hiding and Unhiding Rows and Swimlanes
Adding a Row or Swimlane
Splitting Swimlanes
Grouping Rows into Swimlanes
Adding a Row to a Swimlane
Making Each Row into a Swimlane
Merging Swimlanes
Editing Row Properties
Editing Swimlane Properties

Zebra Striping Rows and Swimlanes

Zebra Striping for Rows and Swimlanes for OnePager

Related Links

Getting Started (Portal)

Using Rows and Swimlanes

Editing with the Chart Properties form (Portal)

Managing Templates (Portal)

(12.0.1-71)

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