Difference between revisions of "Creating and Managing Virtual Summary Tasks for Version 7.0"

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==About Free Boxes==
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==About Creating and Managing Virtual Summary Tasks==
  
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'''Free boxes''' are similar to '''comment boxes''', except that they are '''not''' attached to a task or milestone. '''Free boxes''' are similar to text boxes in Microsoft PowerPoint.
+
A '''virtual summary task''' ('''VST''') is a summary task bar created by OnePager that does not exist in Microsoft Project or Excel. It represents the '''start date''' and '''end date''' of two or more constituent task bars or milestone symbols. In this respect the '''VST''' is a OnePager '''summary '''task displayed in the chart.  OnePager computes the '''start and end dates''' of a '''VST''' as its constituent '''task dates''' change from '''snapshot to snapshot'''. It also constructs '''baselines''', '''percent complete bars''', and '''critical path segments''' (One Pager Pro ('''OPP''') only) for task bars being summarized. The illustrations and examples in this article are from OnePager Pro.
  
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==Adding a Free Box==
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==Creating and Undoing Virtual Summary Tasks==
  
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1) To add a '''free box''' to the project view, go to the '''Insert''' tab on the ribbon and selecting the '''Free Box''' button as shown below:
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===Make a Virtual Summary Task===
  
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<center>[[File:P53-14_0_1-53-(1)-01182016.png]]</center>
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To create a '''Virtual Summary Task''' ('''VST'''), follow these steps.
  
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2) Next, move the mouse cursor to the location on the graph where you want to place an '''free floating box''' and click once to place it in the document area:
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:1) Select the '''first''' task bar or milestone symbol.
  
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<center>[[File:P52-14_-(2)-06042015.png]]</center>
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:2) Use the '''CTL+Left-Click '''method to select the '''second''' (and '''third''', '''fourth''', etc.) constituent task bars and milestone symbols.  Or use the '''Lasso '''method to select the desired task bars or milestone symbols.
  
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3) To create a larger box size when adding it to the graph, click the '''Free Box''' command on the ribbon as before, then move the mouse cursor to the where you want the upper-left corner of the '''free box'''.
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:3) Right-click on any of the selected task/milestone symbols to access the '''task bar '''right-click '''context menu''' shown below.
  
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4) Finally hold down the left mouse button and drag the mouse cursor to define the '''free box''' size you want:
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:4) Click the '''Make into virtual summary task''' command as shown below:
  
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<center>[[File:P52-14_-(3)-06042015.png]]</center>
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<center>[[File:P70-18_0_1-70-(1)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(1)-09282020.png</center>-->
  
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5) Finally, release the left mouse button to complete the definition of the '''free box''':
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The chart now looks like this:
  
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<center>[[File:P52-14_-(4)-06042015.png]]</center>
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<center>[[File:P70-18_0_1-70-(2)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(2)-09282020.png</center>-->
  
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==Editing Free Boxes==
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If there are '''Task Links''' associated with the selected task bars their '''Task Links are not shown''' in the resulting '''VST'''.
  
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1) Once a '''free box''' is in the document area, you can move it around, delete it, or '''edit''' its properties, just as you do for a '''comment box'''.
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===Unmake a Virtual Summary Task===
  
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2) To access these functions, select the box with the mouse and right-click to bring up the '''context menu''' shown below:
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To '''unmake''' the '''VST''', right-click on the '''VST '''to access the '''task bar '''right-click '''context menu''', and click the '''Unmake virtual summary task''' command in the context menu.
  
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<center>[[File:P52-14_-(5)-06042015.png]]</center>
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<center>[[File:P70-18_0_1-70-(3)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(3)-09282020.png</center>-->
  
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3)  Please see the '''comment box''' '''editing''' instructions in the article at this link:  [[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]]. 13.0.1-61
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When a '''VST '''is '''unmade''', any '''Task Links''' associated with the participating selected task bars are '''restored'''.
  
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==Putting Free Boxes in All Snapshots==
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==Setting Percent Complete for Virtual Summary Tasks==
  
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1) The default property for '''free boxes''' is that they are placed only in the snapshot in which they were created.
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Because a '''VST''' is really a collection of several other task bars, it is not always clear how to define its '''percent complete value'''. By '''default''', the '''percent complete''' for a '''VST''' is computed by OnePager so that the '''progress bar''' touches the '''time now line''' even if the '''Time Cursor''' is displayed or not in the chart as shown below:
  
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2) To place a '''free box''' in all snapshots, select the desired '''free box''' with a right click and click the '''Put at all snapshots''' command in the '''context menu''' as shown above.
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<center>[[File:P70-18_0_1-70-(4)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(4)-09282020.png</center>-->
  
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3) '''Free boxes''' can be deleted individually from snapshots where they are not desired.
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This value cannot always be appropriate because of the positions of the selected task bars with respect to the '''time now vertical line''' (usually the '''snapshot date''').  In some cases there won’t be a '''percent complete''' calculated or in other cases the '''percent complete''' can be illogical. You can '''override''' this '''default''' and set the '''percent complete''' value manually by using these steps. Right-click the '''VST''' to access the '''task bar '''right-click '''context menu '''and then click the '''Set % complete of virtual summary task''' command shown below:
  
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==Deleting a Free Box==
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<center>[[File:P70-18_0_1-70-(5)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(5)-09282020.png</center>-->
  
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1) You can '''delete''' the '''free box''' from the current snapshot or from '''all snapshots''' or from just the '''current snapshot''' you are working in as shown with the two options below:
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Enter the new '''percent complete''' value and click '''OK'''.
  
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:(1) '''From this snapshot''' or
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<center>[[File:P70-18_0_1-70-(6)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(6)-09282020.png</center>-->
  
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:(2) '''From all snapshots'''
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After clicking the '''OK''' button, the '''VST''' and its '''percent complete bar''' look like this:
  
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<center>[[File:P52-14_-(6)-06042015.png]]</center>
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<center>[[File:P70-18_0_1-70-(6Z)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(6Z)-09282020.png</center>-->
  
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2)  Please see the '''comment box''' '''editing''' instructions in the article at this link:  [[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]]. 13.0.1-61
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==Critical Path Segments in Virtual Summary Tasks==
  
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==Ordering a Free Box on the Screen==
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OnePager Pro consolidates '''critical path segments''' into the '''VST''' from the constituent individual task bars and milestone symbols. This feature is not available in OnePager Express ('''OPX''') because '''OPX''' does not process '''critical path''' information. In the OnePager Pro chart below, there are four (4) task bars that are selected to become part of a '''VST''':
  
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1) You can bring the '''free box''' to the '''front''' of the project view or send it to '''back''' of the project view by using the '''Order''' command.
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<center>[[File:P70-18_0_1-70-(6A)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(6A)-09282020.png</center>-->
  
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<center>[[File:P52-14_-(7)-06042015.png]]</center>
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When the '''VST''' is created, the '''VST''' itself looks like this with consolidated '''critical path segments'''.
  
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2) Please see the '''comment box''' '''editing''' instructions in the article at this link:  [[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]]. 13.0.1-61
+
<center>[[File:P70-18_0_1-70-(6B)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(6B)-09282020.png</center>-->
  
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==Copying a Free Box==
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==Displaying Milestone Symbols on Virtual Summary Tasks==
  
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1) You can make a copy of an existing '''free box'''. 
+
Many users often represent their charts entirely with milestone symbols normally to focus attention to '''start dates''' and '''finish dates''' as shown here with milestone symbols '''represented''' at '''finish dates''':
  
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2) Select the '''free box''' by right-clicking on it to bring up the '''context menu''' and then click on the '''Make a copy''' sub-command.
+
<center>[[File:P70-18_0_1-70-(6C)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(6C)-09282020.png</center>-->
  
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3) OnePager duplicates the selected '''free box''' as shown below:
+
OnePager can represent any '''VST''' configured under circumstances where a '''VST''' is created from '''milestone symbols only''', displays the '''VST''' bar with the collected milestone symbol '''shown on top''' of the bar as illustrated below:
  
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<center>[[File:P52-14_-(8)-06042015.png]]</center>
+
<center>[[File:P70-18_0_1-70-(7)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(7)-09282020.png</center>-->
  
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4) You can make sure that the '''free box''' appears at '''all snapshots''' by clicking the '''Put at all snapshots''' sub-command in the '''context menu''' described above.  
+
To control the use of this feature, a checkbox was added to the '''Chart Properties''' form’s '''Advanced''' tab’s, '''Display options''' control group called '''Overlay VST element''' to turn this feature '''ON''' and '''OFF''' as shown below:  
  
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5) For more details on the '''Put at all snasphots''' sub-command consult the articles on [[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]] 13.0.1-61 and [[The Project View Legend for Version 7.0 (Portal) | The Project View Legend (Portal)]]. 15.0.1-61
+
<center>[[File:P70-18_0_1-70-(8)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(8)-09282020.png</center>-->
  
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==Changing the Properties of a Free Box==
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The same checkbox is also available in the '''Template Properties''' form’s '''Advanced''' tab in the same control group to set the feature on for all charts and '''snapshots''' created under that '''Template'''.
  
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1) To change all other properties of the '''free box''', click the '''Properties …''' button in the '''context menu''' which brings up the '''Shape properties''' form shown here:
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It is strongly recommended that you '''hide''' the '''task bar name labels''' for the task bars or milestone symbols you select to become members of the '''VST'''.  This is because without '''hiding''' the '''task bar name labels''' they will appear '''overlaid''' onto the '''VST''' along with the task bar and/or milestone symbol selected to participate.  This consequence may cause '''task bar name label collisions''' on the '''VST task bar''' that may be unwanted.
  
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<center>[[File:P52-14_-(9)-06042015.png]]</center>
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As another example, using the '''BlueGrass...''' chart shown below where the seven (7) original task bars are now represented as milestone symbols at the '''START DATE''' and again '''hide''' the '''task bar name labels''' to better illustrate the result:
  
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2) On this form, you can type as much text as you want and place the text on as many lines as you want.  
+
<center>[[File:P70-18_0_1-70-(9)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(9)-09282020.png</center>-->
  
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3) You can change the '''free box’s font properties''', its '''text alignment''', its '''dimensions''', its '''fill color''' and its '''line color''' as shown below:
+
With the '''Overlay VST elements''' checkbox checked '''ON''', a '''VST''' is created as described in the previous section. The resulting '''VST''' looks like this:
  
−
<center>[[File:P52-14_-(10)-06042015.png]]</center>
+
<center>[[File:P70-18_0_1-70-(10)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(10)-09282020.png</center>-->
  
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4) The '''No Fill''' option on the '''Free Box’s background color''' is also available.  To access this feature bring up the '''Shape Properties''' form and do the following:
+
If you want to '''move''' the '''VST''' to another '''row''' or '''swimlane''', there are two (2) recommended approaches on how to do this efficiently.
  
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:a) Go to the '''Fill color''' control and click the dropdown button to reveal the '''Color Chooser''' form as shown below:
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===First Recommendation===
  
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<center>[[File:P52-14_-(11)-06042015.png]]</center>
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If the '''VST''' and milestone symbol configuration is the only thing in the '''row''' or '''swimlane''', it is recommended that the '''move''' be done by making the '''move''' as a '''row''' or '''swimlane move''' versus trying to select the '''VST''' as a task bar and '''move''' the task bar individually. The reason is that the '''overlays of milestone symbols''' are separate graphics from the '''VST''' task bar and do not '''move''' with the '''VST''' task bar.
  
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:b) Check the '''No Fill''' checkbox which causes the '''Color Chooser''' form to close.
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===Second Recommendation===
  
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:c) Then, click '''OK''' and the selected Free Box looks like this:
+
If the '''VST''' and milestone symbols configuration occupy a '''row''' or '''swimlane''' with other task bars/milestone symbols, we recommend that you '''lasso''' the entire configuration which selects all task bars/milestone symbols and with the selection '''lasso''' active, make the '''move''' up or down for the selected task bars/milestone symbols.
  
−
<center>[[File:P52-14_-(12)-06042015.png]]</center>
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===Caution===
  
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==Notes==
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The '''Overlay VST elements''' checkbox is intended to be used '''ONLY''' with milestone symbols.  Accordingly, if the '''Overlay VST elements''' checkbox is checked '''ON''' and task bars are being made into a '''VST''' the results may not be appropriate for your needs. Further, making '''Virtual Summary Tasks''' with the '''Overlay VST elements''' checkbox checked '''ON''' also brings the task bars/milestone symbol's '''name labels''' into the '''VST''' which may further complicate the look of the resulting '''VST'''.
  
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1) You can eliminate the '''border''' for a '''free box''' by checking the '''No Fill''' checkbox in the '''Color Chooser''' dropdown menu selected from the '''Line Color''' window in the '''Shape Properties''' form shown above. 
+
==Task Links and Virtual Summary Tasks (VST)==
  
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2) When this is done, the '''free box''' looks like this:
+
If you are '''creating''' or '''editing''' '''Virtual Summary Tasks''' ('''VST''') that have either '''Data-Driven''' or manual '''Task Links''', it is important to be aware of how those '''Task Links''' appear after the '''creation''' or '''editing''' processes are complete. Any '''Task Links''' associated with the '''VST''' task bar/milestone symbols are '''hidden''' in the resulting '''VST''' representation.
  
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<center>[[File:P52-14_-(13)-06042015.png]]</center>
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For more information on the subject of '''Task Links''' and '''Virtual Summary Tasks''', please see this section in the article at: [[Manual Editing of Task Links for OnePager Pro for Version 7.0#Task Links and Virtual Summary Tasks (VST) | Manual Editing of Task Links for OnePager Pro - Task Links and Virtual Summary Tasks (VST)]] <!--19.4.1-70-->
  
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3)  Unchecking the '''No Fill''' checkbox is a three step process described above in this article: [[Changing Individual Task/Milestone Properties (Color, Shapes, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, etc.)]]. <9.2.1-61
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==Related Links==
  
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==Moving and Resizing Free Boxes==
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[[Manual Editing of Task Links for OnePager Pro for Version 7.0 | Manual Editing of Task Links for OnePager Pro)]] <!--19.4.1-70-->
  
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1) '''Free boxes''' can be easily moved to different positions, once created, and can be resized.
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[[Template Only Features for Version 7.0 (OnePager Pro) | Template Only Features-OnePager Pro]] <!--24.1.1-70-->
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+
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===Moving a Free Box===
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+
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2) To move an existing '''free box''', select it, and drag it to the desired position as shown below:
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+
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<center>[[File:P52-14_-(14)-06042015.png]]</center>
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+
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3) Release the left-click mouse button and the '''free box''' is re-positioned as shown below:
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<center>[[File:P52-14_-(15)-06042015.png]]</center>
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===Resizing a Free Box===
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+
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4) To resize a '''free box''', left-click to select it and position the cursor on one of the '''eight (8) grab boxes''' or circles shown above.  
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5) Drag the mouse so that the '''free box''' is resized to the desired dimensions as shown below:
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+
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<center>[[File:P52-14_-(16)-06042015.png]]</center>
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6) When the desired dimensions are achieved, release the mouse button and the '''free box''' is resized as shown below:
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<center>[[File:P52-14_-(17)-06042015.png]]</center>
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==Related Links==
+
  
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[[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]] 13.0.1-61
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[[Template Only Features for Version 7.0 (OnePager Express) | Template Only Features-OnePager Express]] <!--24.2.1-70-->
  
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[[The Project View Legend for Version 7.0 (Portal) | The Project View Legend (Portal)]] 15.0.1-61
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[[Advanced Tab for OnePager Pro for Version 7.0 | Advanced Tab for OnePager Pro]] <!--21.13.1-70-->
  
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[[Changing Individual Task/Milestone Properties (Color, Shapes, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, etc.)]] 9.2.1-61
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[[Advanced Tab for OnePager Express for Version 7.0 | Advanced Tab-OnePager Express]] <!--21.14.1-70-->
  
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(14.0.1-70)
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(18.0.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:Editing a Project View]]
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[[Category:Editing the Chart]]
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[[Category:Free Boxes/Text Boxes]]
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[[Category:Virtual Summary Tasks]]
 +
[[Category:Task/Milestone Editing]]
 +
[[Category:Name Label Collision Avoidance]]
 +
[[Category:Escape Methods]]
 
[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
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[[Category:Project Views]]
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[[Category:Charts]]
 +
[[Category:Templates]]
 +
[[Category:Chart Properties Form]]
 +
[[Category:Task Links]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]

Latest revision as of 18:13, 18 January 2021

About Creating and Managing Virtual Summary Tasks

A virtual summary task (VST) is a summary task bar created by OnePager that does not exist in Microsoft Project or Excel. It represents the start date and end date of two or more constituent task bars or milestone symbols. In this respect the VST is a OnePager summary task displayed in the chart. OnePager computes the start and end dates of a VST as its constituent task dates change from snapshot to snapshot. It also constructs baselines, percent complete bars, and critical path segments (One Pager Pro (OPP) only) for task bars being summarized. The illustrations and examples in this article are from OnePager Pro.

Creating and Undoing Virtual Summary Tasks

Make a Virtual Summary Task

To create a Virtual Summary Task (VST), follow these steps.

1) Select the first task bar or milestone symbol.
2) Use the CTL+Left-Click method to select the second (and third, fourth, etc.) constituent task bars and milestone symbols. Or use the Lasso method to select the desired task bars or milestone symbols.
3) Right-click on any of the selected task/milestone symbols to access the task bar right-click context menu shown below.
4) Click the Make into virtual summary task command as shown below:
P70-18 0 1-70-(1)-09282020.png

The chart now looks like this:

P70-18 0 1-70-(2)-09282020.png

If there are Task Links associated with the selected task bars their Task Links are not shown in the resulting VST.

Unmake a Virtual Summary Task

To unmake the VST, right-click on the VST to access the task bar right-click context menu, and click the Unmake virtual summary task command in the context menu.

P70-18 0 1-70-(3)-09282020.png

When a VST is unmade, any Task Links associated with the participating selected task bars are restored.

Setting Percent Complete for Virtual Summary Tasks

Because a VST is really a collection of several other task bars, it is not always clear how to define its percent complete value. By default, the percent complete for a VST is computed by OnePager so that the progress bar touches the time now line even if the Time Cursor is displayed or not in the chart as shown below:

P70-18 0 1-70-(4)-09282020.png

This value cannot always be appropriate because of the positions of the selected task bars with respect to the time now vertical line (usually the snapshot date). In some cases there won’t be a percent complete calculated or in other cases the percent complete can be illogical. You can override this default and set the percent complete value manually by using these steps. Right-click the VST to access the task bar right-click context menu and then click the Set % complete of virtual summary task command shown below:

P70-18 0 1-70-(5)-09282020.png

Enter the new percent complete value and click OK.

P70-18 0 1-70-(6)-09282020.png

After clicking the OK button, the VST and its percent complete bar look like this:

P70-18 0 1-70-(6Z)-09282020.png

Critical Path Segments in Virtual Summary Tasks

OnePager Pro consolidates critical path segments into the VST from the constituent individual task bars and milestone symbols. This feature is not available in OnePager Express (OPX) because OPX does not process critical path information. In the OnePager Pro chart below, there are four (4) task bars that are selected to become part of a VST:

P70-18 0 1-70-(6A)-09282020.png

When the VST is created, the VST itself looks like this with consolidated critical path segments.

P70-18 0 1-70-(6B)-09282020.png

Displaying Milestone Symbols on Virtual Summary Tasks

Many users often represent their charts entirely with milestone symbols normally to focus attention to start dates and finish dates as shown here with milestone symbols represented at finish dates:

P70-18 0 1-70-(6C)-09282020.png

OnePager can represent any VST configured under circumstances where a VST is created from milestone symbols only, displays the VST bar with the collected milestone symbol shown on top of the bar as illustrated below:

P70-18 0 1-70-(7)-09282020.png

To control the use of this feature, a checkbox was added to the Chart Properties form’s Advanced tab’s, Display options control group called Overlay VST element to turn this feature ON and OFF as shown below:

P70-18 0 1-70-(8)-09282020.png

The same checkbox is also available in the Template Properties form’s Advanced tab in the same control group to set the feature on for all charts and snapshots created under that Template.

It is strongly recommended that you hide the task bar name labels for the task bars or milestone symbols you select to become members of the VST. This is because without hiding the task bar name labels they will appear overlaid onto the VST along with the task bar and/or milestone symbol selected to participate. This consequence may cause task bar name label collisions on the VST task bar that may be unwanted.

As another example, using the BlueGrass... chart shown below where the seven (7) original task bars are now represented as milestone symbols at the START DATE and again hide the task bar name labels to better illustrate the result:

P70-18 0 1-70-(9)-09282020.png

With the Overlay VST elements checkbox checked ON, a VST is created as described in the previous section. The resulting VST looks like this:

P70-18 0 1-70-(10)-09282020.png

If you want to move the VST to another row or swimlane, there are two (2) recommended approaches on how to do this efficiently.

First Recommendation

If the VST and milestone symbol configuration is the only thing in the row or swimlane, it is recommended that the move be done by making the move as a row or swimlane move versus trying to select the VST as a task bar and move the task bar individually. The reason is that the overlays of milestone symbols are separate graphics from the VST task bar and do not move with the VST task bar.

Second Recommendation

If the VST and milestone symbols configuration occupy a row or swimlane with other task bars/milestone symbols, we recommend that you lasso the entire configuration which selects all task bars/milestone symbols and with the selection lasso active, make the move up or down for the selected task bars/milestone symbols.

Caution

The Overlay VST elements checkbox is intended to be used ONLY with milestone symbols. Accordingly, if the Overlay VST elements checkbox is checked ON and task bars are being made into a VST the results may not be appropriate for your needs. Further, making Virtual Summary Tasks with the Overlay VST elements checkbox checked ON also brings the task bars/milestone symbol's name labels into the VST which may further complicate the look of the resulting VST.

Task Links and Virtual Summary Tasks (VST)

If you are creating or editing Virtual Summary Tasks (VST) that have either Data-Driven or manual Task Links, it is important to be aware of how those Task Links appear after the creation or editing processes are complete. Any Task Links associated with the VST task bar/milestone symbols are hidden in the resulting VST representation.

For more information on the subject of Task Links and Virtual Summary Tasks, please see this section in the article at: Manual Editing of Task Links for OnePager Pro - Task Links and Virtual Summary Tasks (VST)

Related Links

Manual Editing of Task Links for OnePager Pro)

Template Only Features-OnePager Pro

Template Only Features-OnePager Express

Advanced Tab for OnePager Pro

Advanced Tab-OnePager Express

(18.0.1-70)

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