Difference between revisions of "Data-Driven Task Link Import Rules for OnePager Pro for Version 7.0"

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==Rules for Importing Data-Driven Task Links – Template Form Rules==
 
==Rules for Importing Data-Driven Task Links – Template Form Rules==
  
The requirements for '''importing data-drive Task Links''' '''before''' a project view is created include the following:
+
The requirements for '''importing data-drive Task Links''' '''before''' a chart is created include the following:
  
 
1) The '''“master”''' switch in the OnePager Pro '''Template '''form '''Task Link '''tab’s '''Show task links''' checkbox must be checked '''ON''' as shown here:
 
1) The '''“master”''' switch in the OnePager Pro '''Template '''form '''Task Link '''tab’s '''Show task links''' checkbox must be checked '''ON''' as shown here:
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:b) If this checkbox is unchecked or '''OFF, Data-driven Task Links '''cannot be '''imported '''and manual '''Task Links '''cannot be created or '''shown'''.
 
:b) If this checkbox is unchecked or '''OFF, Data-driven Task Links '''cannot be '''imported '''and manual '''Task Links '''cannot be created or '''shown'''.
  
2) In order to '''import Data-driven Task Links''' when a project view is being created, the '''Import predecessors''' checkbox located in the '''Data-Driven Task Links '''control group of the above '''Template '''form’s '''Task Links''' tab must also be checked '''ON''' as shown below:
+
2) In order to '''import Data-driven Task Links''' when a chart is being created, the '''Import predecessors''' checkbox located in the '''Data-Driven Task Links '''control group of the above '''Template '''form’s '''Task Links''' tab must also be checked '''ON''' as shown below:
  
 
<center>[[File:P61-19_1_3_1-61-(2)-08092018.png]]</center>
 
<center>[[File:P61-19_1_3_1-61-(2)-08092018.png]]</center>
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==Rules for Importing Data-Driven Task Links – Project-View Properties Form Rules==
 
==Rules for Importing Data-Driven Task Links – Project-View Properties Form Rules==
  
The requirements for '''importing data-drive Task Links''' '''after''' a project view is created include the following:
+
The requirements for '''importing data-drive Task Links''' '''after''' a chart is created include the following:
  
1) Assume for a moment that the current '''Template '''form is configured in the '''Task Links ''' tab such that the '''Show task links''' checkbox is checked '''ON''', the '''Import predecessors''' checkbox is checked '''OFF''', and the project view is created and looks like this:
+
1) Assume for a moment that the current '''Template '''form is configured in the '''Task Links ''' tab such that the '''Show task links''' checkbox is checked '''ON''', the '''Import predecessors''' checkbox is checked '''OFF''', and the chart is created and looks like this:
  
 
<center>[[File:P61-19_1_3_1-61-(3)-08092018.png]]</center>
 
<center>[[File:P61-19_1_3_1-61-(3)-08092018.png]]</center>
 
<center>&lt;P61-19_1_3_1-61-(3)-08092018.png&gt;</center>
 
<center>&lt;P61-19_1_3_1-61-(3)-08092018.png&gt;</center>
  
2) In this situation the project view above is created '''without''' the '''import '''of '''Data-driven Task Links''' thus they cannot be '''shown'''.
+
2) In this situation the chart above is created '''without''' the '''import '''of '''Data-driven Task Links''' thus they cannot be '''shown'''.
  
3) To '''import '''and '''show''' all '''Data-driven Task Links''', the '''Project-View Properties '''('''PVP''') form must be accessed and the '''Import and show links''' checkbox in the '''Data-Driven Task Links '''control group of the '''PVP '''form’s '''Task Links '''tab must be checked '''ON''' as shown here:
+
3) To '''import '''and '''show''' all '''Data-driven Task Links''', the '''Chart Properties ''' form must be accessed and the '''Import and show links''' checkbox in the '''Data-Driven Task Links '''control group of the '''Chart Properties '''form’s '''Task Links '''tab must be checked '''ON''' as shown here:
  
 
<center>[[File:P61-19_1_3_1-61-(4)-08092018.png]]</center>
 
<center>[[File:P61-19_1_3_1-61-(4)-08092018.png]]</center>
 
<center>&lt;P61-19_1_3_1-61-(4)-08092018.png&gt;</center>
 
<center>&lt;P61-19_1_3_1-61-(4)-08092018.png&gt;</center>
  
4) When you click the '''Apply''' or '''OK''' button on the '''PVP''' form, OnePager Pro goes back to your '''source plan''', '''imports''' the available '''Dependency '''information, and '''shows''' the '''Data-driven Task Links '''that comply with the '''show''' '''rules''' discussed below.  The revised project view then looks like this:
+
4) When you click the '''Apply''' or '''OK''' button on the '''Chart Properties''' form, OnePager Pro goes back to your '''source plan''', '''imports''' the available '''Dependency '''information, and '''shows''' the '''Data-driven Task Links '''that comply with the '''show''' '''rules''' discussed below.  The revised chart then looks like this:
  
 
<center>[[File:P61-19_1_3_1-61-(5)-08092018.png]]</center>
 
<center>[[File:P61-19_1_3_1-61-(5)-08092018.png]]</center>
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===Rules Regarding Imported Tasks and Milestones===
 
===Rules Regarding Imported Tasks and Milestones===
  
Although OnePager Pro '''imports''' all '''Dependency '''information when the conditions stated above are met, '''Data-driven Task Links''' are not always eligible to be '''shown '''in the project view unless the conditions stated below are also met.
+
Although OnePager Pro '''imports''' all '''Dependency '''information when the conditions stated above are met, '''Data-driven Task Links''' are not always eligible to be '''shown '''in the chart unless the conditions stated below are also met.
  
1) For a '''Data-driven Task Link''' to be '''shown '''in the project view, its '''predecessor '''and '''successor''' tasks must be '''flagged '''for '''import''' by OnePager Pro.   
+
1) For a '''Data-driven Task Link''' to be '''shown '''in the chart, its '''predecessor '''and '''successor''' tasks must be '''flagged '''for '''import''' by OnePager Pro.   
  
 
2) If either the '''predecessor''' or '''successor''' task in the pair is not '''imported''', OnePager Pro cannot '''show''' its associated '''Data-driven Task Link''' although the '''Dependency''' information is '''imported'''.
 
2) If either the '''predecessor''' or '''successor''' task in the pair is not '''imported''', OnePager Pro cannot '''show''' its associated '''Data-driven Task Link''' although the '''Dependency''' information is '''imported'''.
  
3) One or both of the '''Predecessor/Successor''' pair of tasks must be within the '''Start/Finish Date boundaries''' for the project view for the corresponding '''Data-driven Task Link''' to be '''shown'''.   
+
3) One or both of the '''Predecessor/Successor''' pair of tasks must be within the '''Start/Finish Date boundaries''' for the chart for the corresponding '''Data-driven Task Link''' to be '''shown'''.   
  
 
4) OnePager Pro shows '''Data-driven Task Link connection lines '''to tasks that are outside the '''Start/Finish Date boundaries''' as long as one of the pair is within the '''boundaries'''.
 
4) OnePager Pro shows '''Data-driven Task Link connection lines '''to tasks that are outside the '''Start/Finish Date boundaries''' as long as one of the pair is within the '''boundaries'''.
Line 87: Line 87:
 
9) Once the '''hidden''' task/milestone(s) are in the '''show''' status, their '''Task Links''' are changed to the '''show''' status as well.
 
9) Once the '''hidden''' task/milestone(s) are in the '''show''' status, their '''Task Links''' are changed to the '''show''' status as well.
  
==Managing Task Links in the Project View==
+
==Managing Task Links in the Chart==
  
After '''Data-driven Task Links''' are '''imported''' and are being '''shown''' in the project view, OnePager Pro provides you a tool for managing your '''Task Links''' as described in the following subsections:
+
After '''Data-driven Task Links''' are '''imported''' and are being '''shown''' in the chart, OnePager Pro provides you a tool for managing your '''Task Links''' as described in the following subsections:
  
 
===The OnePager Pro Where Are My Links? Form===
 
===The OnePager Pro Where Are My Links? Form===
  
1) In OnePager Pro, the '''PVP '''form '''Task Link '''tab, in the '''Data-Driven Task Links '''control group there is an additional button, the '''Where Are My Links? '''button, as shown here:   
+
1) In OnePager Pro, the '''Chart Properties '''form '''Task Link '''tab, in the '''Data-Driven Task Links '''control group there is an additional button, the '''Where Are My Links? '''button, as shown here:   
  
 
<center>[[File:P61-19_1_3_1-61-(6)-08092018.png]]</center>
 
<center>[[File:P61-19_1_3_1-61-(6)-08092018.png]]</center>
Line 103: Line 103:
 
<center>&lt;P61-0_4_1_7-61-(3O)-06222018.png&gt;</center>
 
<center>&lt;P61-0_4_1_7-61-(3O)-06222018.png&gt;</center>
  
3) Using either the PVP form’s '''Task '''Links tab or the OnePager ribbon '''Home '''tab accesses the '''Where Are My Links?''' form shown here:
+
3) Using either the Chart Properties form’s '''Task '''Links tab or the OnePager ribbon '''Home '''tab accesses the '''Where Are My Links?''' form shown here:
  
 
<center>[[File:P61-0_4_1_7-61-(3P)-06222018.png]]</center>
 
<center>[[File:P61-0_4_1_7-61-(3P)-06222018.png]]</center>
Line 110: Line 110:
 
:a) The '''Where Are My Links?''' form above lists all the '''Data-driven Task Links shown ('''or '''hidden''') in the current snapshot as well as any manual''' Task Links'''.   
 
:a) The '''Where Are My Links?''' form above lists all the '''Data-driven Task Links shown ('''or '''hidden''') in the current snapshot as well as any manual''' Task Links'''.   
  
:b) The '''Where Are My Links? '''form is '''“snapshot-dependent”''' in that OnePager creates the form’s content based upon the snapshot that is being displayed in the '''Project View Editor '''('''PVE''').   
+
:b) The '''Where Are My Links? '''form is '''“snapshot-dependent”''' in that OnePager creates the form’s content based upon the snapshot that is being displayed in the '''Chart Editor '''.   
  
 
:c) At the top of the form, are controls to '''Filter''' entries showing in the form based upon '''task names''' such that only task/milestones that meet the '''task name filtering rule''' appears in the form’s data window.   
 
:c) At the top of the form, are controls to '''Filter''' entries showing in the form based upon '''task names''' such that only task/milestones that meet the '''task name filtering rule''' appears in the form’s data window.   
Line 145: Line 145:
 
:b) If after establishing which '''Task Links '''are to be '''shown''' (or '''hidden''') in the '''Task Links Filter Rules '''form and you later make '''edits''' to any '''Task Link '''individually, clicking the '''Use Show/Hide Defaults '''button '''restores''' all '''Task Links '''to the current '''Task Link Filter rules''' or the '''Show all '''selection.   
 
:b) If after establishing which '''Task Links '''are to be '''shown''' (or '''hidden''') in the '''Task Links Filter Rules '''form and you later make '''edits''' to any '''Task Link '''individually, clicking the '''Use Show/Hide Defaults '''button '''restores''' all '''Task Links '''to the current '''Task Link Filter rules''' or the '''Show all '''selection.   
  
7) The two other buttons at the bottom of the '''Where Are My Links? '''form can be used to override any pre-established '''filtering rules''' and force either a '''Show All''' or '''Hide All''' '''Task Link '''entries in the project view'''.  '''These two controls are shortcuts that are applied to all entries in the '''Where Are My Links? '''form.
+
7) The two other buttons at the bottom of the '''Where Are My Links? '''form can be used to override any pre-established '''filtering rules''' and force either a '''Show All''' or '''Hide All''' '''Task Link '''entries in the chart'''.  '''These two controls are shortcuts that are applied to all entries in the '''Where Are My Links? '''form.
  
 
===Using the Where Are My Links? Form to Show or Hide Task Link===
 
===Using the Where Are My Links? Form to Show or Hide Task Link===
Line 156: Line 156:
 
<center>&lt;P61-0_4_1_7-61-(3R)-06222018.png&gt;</center>
 
<center>&lt;P61-0_4_1_7-61-(3R)-06222018.png&gt;</center>
  
10) The '''Where Are My Links? '''form is '''“snapshot-dependent”''' in that OnePager provides a list of '''Task Links''' specific to the snapshot that you are currently displaying in the '''PVE'''.   
+
10) The '''Where Are My Links? '''form is '''“snapshot-dependent”''' in that OnePager provides a list of '''Task Links''' specific to the snapshot that you are currently displaying in the '''Chart Editor'''.   
  
 
11) If you don’t use the '''Task Links Filter Rules''' form to conditionally control the '''showing ('''or '''hiding''') of '''Data-driven Task Links''', the '''Where Are My Links?''' form gives you total manual control over the '''showing''' (or '''hiding''')''' '''of all '''Task Links''' in a snapshot at any time.
 
11) If you don’t use the '''Task Links Filter Rules''' form to conditionally control the '''showing ('''or '''hiding''') of '''Data-driven Task Links''', the '''Where Are My Links?''' form gives you total manual control over the '''showing''' (or '''hiding''')''' '''of all '''Task Links''' in a snapshot at any time.
Line 182: Line 182:
 
[[Category:Task Links]]
 
[[Category:Task Links]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
 +
[[Category:Charts]]
 +
[[Category:Edit the Chart]]
 
[[Category:Snapshot Independent]]
 
[[Category:Snapshot Independent]]
 
[[Category:Task/Milestone]]
 
[[Category:Task/Milestone]]

Revision as of 15:10, 26 February 2019

Rules for Importing Data-Driven Task Links – Template Form Rules

The requirements for importing data-drive Task Links before a chart is created include the following:

1) The “master” switch in the OnePager Pro Template form Task Link tab’s Show task links checkbox must be checked ON as shown here:

P61-19 1 3 1-61-(1)-08092018.png
<P61-19_1_3_1-61-(1)-08092018.png>
a) The default setting for the Show task links checkbox is checked or ON.
b) If this checkbox is unchecked or OFF, Data-driven Task Links cannot be imported and manual Task Links cannot be created or shown.

2) In order to import Data-driven Task Links when a chart is being created, the Import predecessors checkbox located in the Data-Driven Task Links control group of the above Template form’s Task Links tab must also be checked ON as shown below:

P61-19 1 3 1-61-(2)-08092018.png
<P61-19_1_3_1-61-(2)-08092018.png>
a) In the Template form’s Task Links tab, the Import predecessors checkbox is normally unchecked meaning that the Data-driven Task Link import feature is turned OFF.
b) OnePager Pro assumes that the Predecessors field from the Microsoft Project source plan is used for the Data-driven Task Link information source. OnePager Pro only imports predecessor data from the Microsoft Project predecessor field.
i) Although OnePager Pro does not import Successor data from your source plan, successor information is the inverse on predecessor information found in your source plan.
ii) This approach guaranties that all your Data-driven Task Links are based on valid information from your Microsoft Project source plan.

Rules for Importing Data-Driven Task Links – Project-View Properties Form Rules

The requirements for importing data-drive Task Links after a chart is created include the following:

1) Assume for a moment that the current Template form is configured in the Task Links tab such that the Show task links checkbox is checked ON, the Import predecessors checkbox is checked OFF, and the chart is created and looks like this:

P61-19 1 3 1-61-(3)-08092018.png
<P61-19_1_3_1-61-(3)-08092018.png>

2) In this situation the chart above is created without the import of Data-driven Task Links thus they cannot be shown.

3) To import and show all Data-driven Task Links, the Chart Properties form must be accessed and the Import and show links checkbox in the Data-Driven Task Links control group of the Chart Properties form’s Task Links tab must be checked ON as shown here:

P61-19 1 3 1-61-(4)-08092018.png
<P61-19_1_3_1-61-(4)-08092018.png>

4) When you click the Apply or OK button on the Chart Properties form, OnePager Pro goes back to your source plan, imports the available Dependency information, and shows the Data-driven Task Links that comply with the show rules discussed below. The revised chart then looks like this:

P61-19 1 3 1-61-(5)-08092018.png
<P61-19_1_3_1-61-(5)-08092018.png>

5) At this point Data-driven Task Links can be edited by changing the show/hide status or by editing their format properties.

6) Please see these articles for more information on editing Task Links: Editing Task Links with the Chart Properties Form for OnePager Pro 19.3.1-70 and Manual Editing of Task Links for OnePager Pro. 19.4.1-70

Rules for Showing Data-Driven Task Links

Rules Regarding Imported Tasks and Milestones

Although OnePager Pro imports all Dependency information when the conditions stated above are met, Data-driven Task Links are not always eligible to be shown in the chart unless the conditions stated below are also met.

1) For a Data-driven Task Link to be shown in the chart, its predecessor and successor tasks must be flagged for import by OnePager Pro.

2) If either the predecessor or successor task in the pair is not imported, OnePager Pro cannot show its associated Data-driven Task Link although the Dependency information is imported.

3) One or both of the Predecessor/Successor pair of tasks must be within the Start/Finish Date boundaries for the chart for the corresponding Data-driven Task Link to be shown.

4) OnePager Pro shows Data-driven Task Link connection lines to tasks that are outside the Start/Finish Date boundaries as long as one of the pair is within the boundaries.

Rules Regarding Hiding Predecessor or Successor Task/Milestone(s)

5) If you hide a predecessor or successor task/milestone that was previously imported:

a) The task/milestone is hidden,
b) Any associated Task Links (data-driven or manual) are hidden, and
c) The Where Are My Links? form (see the subsection following) contains an entry or entries for the associated Task Link(s) with the Show column’s checkbox unchecked.

6) The Where’s My Stuff!? form also has an entry or entries for any of the hidden task/milestone(s). Please see these articles for more information on hiding tasks/milestones and the Where’s My Stuff? form: Hiding/Unhiding/Moving/Finding/Changing/Resizing Tasks/Milestones 9.3.1-70 and Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" 9.4.1-70

7) You are not able to check the Show checkbox for such an entry in the Where Are My Links? form to restore the Data-driven Task Link to the show status as long as its associated task/milestone(s) remain hidden. A tool tip is provided when you hover over the Show column checkbox under these conditions.

8) To restore the hidden Task Link(s) to the show status you must first unhide the task/milestone(s) by either:

a) Using the Where’s My Stuff!? form to unhide the hidden task/milestone(s),
b) Use the OnePager ribbon’s Show/Hide dropdown list’s Show All Task/Milestones command, or
c) Use the UNDO command on the OnePager ribbon if you are able.

9) Once the hidden task/milestone(s) are in the show status, their Task Links are changed to the show status as well.

Managing Task Links in the Chart

After Data-driven Task Links are imported and are being shown in the chart, OnePager Pro provides you a tool for managing your Task Links as described in the following subsections:

The OnePager Pro Where Are My Links? Form

1) In OnePager Pro, the Chart Properties form Task Link tab, in the Data-Driven Task Links control group there is an additional button, the Where Are My Links? button, as shown here:

P61-19 1 3 1-61-(6)-08092018.png
<P61-19_1_3_1-61-(6)-08092018.png>

2) The Where Are My Links? form can also be accessed from the Editing control group on the OnePager ribbon’s Home tab by clicking the Show/Hide dropdown and selecting the Where Are My Links? command as shown below:

P61-0 4 1 7-61-(3O)-06222018.png
<P61-0_4_1_7-61-(3O)-06222018.png>

3) Using either the Chart Properties form’s Task Links tab or the OnePager ribbon Home tab accesses the Where Are My Links? form shown here:

P61-0 4 1 7-61-(3P)-06222018.png
<P61-0_4_1_7-61-(3P)-06222018.png>
a) The Where Are My Links? form above lists all the Data-driven Task Links shown (or hidden) in the current snapshot as well as any manual Task Links.
b) The Where Are My Links? form is “snapshot-dependent” in that OnePager creates the form’s content based upon the snapshot that is being displayed in the Chart Editor .
c) At the top of the form, are controls to Filter entries showing in the form based upon task names such that only task/milestones that meet the task name filtering rule appears in the form’s data window.
d) For example, if you want to show only those entries that relate to Engineering Team 2 task names, type the task name into the window provided and click the Filter button and the Where Are My Links? form looks like this:
P61-0 4 1 7-61-(3Q)-06222018.png
<P61-0_4_1_7-61-(3Q)-06222018.png>
e) After clicking the Filter button the entries shown in the Where Are My Links? form’s window are only those where the Engineering Team 2 task name appears in either a Predecessor or Successor task/milestone name regardless of whether the Task Link is showing (or hidden). The current show/hide status is displayed in the Show column’s checkboxes.
f) Clicking the Clear Filter button restores all the entries in the Where Are My Links? form and clears the contents of the search window.

4) There are four (4) columns in the Where Are My Links? form as described below:

a) In the Show column (1) you can check or uncheck any entry’s checkbox to control the showing (or hiding), respectively, of the associated Task Links.
b) The Predecessor column (2) and Successor column (3) provide the Task/Milestone Name participating respectively in the Task Link pair. The numbers in parenthesis following the task name correspond to the Unique ID for Microsoft Project source plans or the Task ID for Microsoft Excel source plans.
c) The Source column (4) tells you which entries in the form are Data-driven Task Links (Imported) or which are manual Task Links (Manual).

5) The four columns in the form can be sorted by clicking on the column’s header.

a) Sorting on the Show column means that you are sorting between checked and unchecked entries.
b) Sorting on the Predecessor or Successor columns means that you are sorting alphanumerically on the contents of the entire field. Because of the relationship between these two columns, sorting on the Predecessor column, for example, brings along the corresponding Successor entry and vice versa.
c) Sorting on the Source column means that you are sorting between Imported and Manual entries.

6) The Use Show/Hide Defaults button at the bottom of the form controls the resetting of defaults for showing (or hiding) Task Links based upon the Task Link Filter rules you established in the Task Link Filter Rules form.

a) This button also applies if you are Showing All Task Links instead of using Task Link Filter rules.
b) If after establishing which Task Links are to be shown (or hidden) in the Task Links Filter Rules form and you later make edits to any Task Link individually, clicking the Use Show/Hide Defaults button restores all Task Links to the current Task Link Filter rules or the Show all selection.

7) The two other buttons at the bottom of the Where Are My Links? form can be used to override any pre-established filtering rules and force either a Show All or Hide All Task Link entries in the chart. These two controls are shortcuts that are applied to all entries in the Where Are My Links? form.

Using the Where Are My Links? Form to Show or Hide Task Link

8) Use the form to quickly edit the show/hide status of any Task Link entry in the form for the current snapshot by either checking (ON) or unchecking (OFF) the checkbox in the Show column of the form for the Task Link entry you want to edit.

9) The Where Are My Links? form is shown below:

P61-0 4 1 7-61-(3R)-06222018.png
<P61-0_4_1_7-61-(3R)-06222018.png>

10) The Where Are My Links? form is “snapshot-dependent” in that OnePager provides a list of Task Links specific to the snapshot that you are currently displaying in the Chart Editor.

11) If you don’t use the Task Links Filter Rules form to conditionally control the showing (or hiding) of Data-driven Task Links, the Where Are My Links? form gives you total manual control over the showing (or hiding) of all Task Links in a snapshot at any time.

a) More information on the controls in the Where Are My Links? form can be in the article at: Using the Where Are My Links? Form for OnePager Pro. 19.5.1-70
b) Editing the show/hide status of Task Link(s) in the Where Are My Links? form as described above can turn the edited Task Link(s) into maverick Task Link(s). The edit made to any entry in the Where Are My Links? form applies to the current snapshot.

Related Links

Hiding/Unhiding/Moving/Finding/Changing/Resizing Tasks/Milestones 9.3.1-70

Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" 9.4.1-70

Editing Task Links with the Chart Properties Form for OnePager Pro 19.3.1-70

Manual Editing of Task Links for OnePager Pro 19.4.1-70

Using the Where Are My Links? Form for OnePager Pro 19.5.1-70

(19.1.3.1-70)