Difference between pages "Data-Driven Task Link Import Rules for OnePager Pro for Version 7.0" and "Testing Article1"

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==Rules for Importing Data-Driven Task Links – Template Properties Form Rules==
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==Introduction==
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{| class="wikitable"
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| This article is divided into two major sections below.  The first major section is for OnePager Pro Add-in and the second major section is for OnePager Pro Desktop.  Please use this link to skip the OnePager Pro Add-in section immediately below to go to the OnePager Pro Desktop section at: [[Testing Article1#Overview Flow Chart for OnePager Pro Desktop | Overview Flow Chart for OnePager Pro Desktop]].
 +
|}
  
The requirements for '''importing Data-drive Task Links''' '''before''' a chart is created are discussed in this article along with rules for '''showing Data-Driven Task Links''' in the chart.
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==Overview Flow Chart for OnePager Pro Add-in==
  
The '''“Master”''' switch in the OnePager Pro '''Template Properties '''form '''Task Link '''tab’s '''Show task links''' checkbox must be checked '''ON''' as shown here:
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<center>[[File:P70-7_1_1-70-(1)-08052019.png]]</center>
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<!--<center>P70-7_1_1-70-(1)-08052019.png</center>-->
  
<center>[[File:P70-19_1_2_1-70-70-(43)-09292020.png]]</center>
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===Procedure===
<center>P70-19_1_2_1-70-70-(43)-09292020.png</center>
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The '''default''' setting for the '''Show task links''' checkbox is checked or '''ON'''.  If this checkbox is unchecked or '''OFF, Data-driven Task Links '''cannot be '''imported '''and manual '''Task Links '''cannot be created or '''shown'''.  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 Properties '''form’s '''Task Links''' tab must also be checked '''ON''' as shown below:
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====Preparing the Microsoft Project Source Plan====
  
<center>[[File:P70-19_1_3_1-70-(2)-09302020.png]]</center>
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Launch Microsoft Project and access the required Microsoft Project '''source plan'''. Set the '''Flags/Numbers''' field into the Microsoft Project '''source plan'''. This is the '''flag''' that OnePager uses to determine which tasks and milestones to '''import'''.  Determine which of the tasks and milestones are to be included and set the '''Flags/Numbers''' field cell to '''Yes''' for these while leaving the remainder of the task's and milestone's '''Flag''' field set to '''No''', '''0''', or blank.
<center>P70-19_1_3_1-70-(2)-09302020.png</center>
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In the '''Template Properties '''form’s '''Task Links '''tab, the '''Import predecessors''' checkbox is normally '''unchecked''' meaning that the '''Data-driven Task Link import '''feature is turned '''OFF'''.  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'''.  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'''.  This approach guaranties that all your '''Data-driven''' '''Task Links''' are based on valid information from your Microsoft Project '''source plan'''.
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====Launching OnePager Pro Add-In====
  
==Rules for Importing Data-Driven Task Links – Chart Properties Form Rules==
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Click the '''OnePager''' button on the Microsoft Project '''ADD-INS''' ribbon tool bar tab to launch OnePager Pro at the '''OnePager Pro Start''' form.
  
The requirements for '''importing data-drive Task Links''' '''after''' a chart is '''created''' are discussed in this sub-section. Assume for a moment that the current '''Template Properties '''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:
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<center>[[File:P70-7_1_1-70-(2)-08052019.png]]</center>
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<!--<center>P70-7_1_1-70-(2)-08052019.png</center>-->
  
<center>[[File:P70-19_1_3_1-70-(3)-09302020.png]]</center>
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If you need to adjust settings in the OnePager current '''Template Properties''' form before launching OnePager Pro, click the '''Template...''' button on the Micosoft Project '''ADD-INS''' ribbon tool bar tab accesses a window with the '''Template Properties'''  form which can be '''edited''' and '''saved'''.  
<center>P70-19_1_3_1-70-(3)-09302020.png</center>
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In this situation, the chart above is '''created without''' the '''import '''of '''Data-driven Task Links''' thus they cannot be '''shown'''. 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:
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<center>[[File:P70-7_1_1-70-(3)-05042020.png]]</center>
 +
<!--<center>P70-7_1_1-70-(3)-05042020.png</center>-->
  
<center>[[File:P70-19_1_3_1-70-(4)-09302020.png]]</center>
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The '''Template Properties''' form is very similar to the OnePager '''Chart Properties''' form which is described elsewhere.  Once the desired '''edits''' to the current '''Template Properties''' form are made, '''save''' the '''Template Properties'''  form and return to paragraph 5) above. At the completion of paragraph 5) when you click the '''NEW''' button, OnePager accesses the '''OnePager choices''' ('''OPC''') form as shown below:
<center>P70-19_1_3_1-70-(4)-09302020.png</center>
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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:
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<center>[[File:P70-7_1_1-70-(4)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(4)-08052019.png</center>-->
  
<center>[[File:P70-19_1_3_1-70-(5)-09302020.png]]</center>
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It is recommended that the '''chart name''' selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the '''Select Tasks with ‘YES’ in field:''' is showing '''Flag20''' as a default.  Most users select '''Flag20''' to tell OnePager which tasks and milestones to '''import''' but any of the 20 '''Flag''' fields or any of the 20 '''Number''' fields can be used. It is important that the '''Flag''' field number represented in this window correspond to the '''Flag''' field containing the '''Yes''' and '''No''' data placed in the Microsoft Project '''source plan'''.  
<center>P70-19_1_3_1-70-(5)-09302020.png</center>
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At this point '''Data-driven Task Links''' can be '''edited''' by changing the '''show/hide''' status or by '''editing '''their '''format properties'''.
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The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the chart you are about to create. If the '''date created''' by OnePager does not reflect the '''status date''' required, change the '''date''' by using the '''calendar''' dropdown window. As the '''source plan''' changes later on, you can create additional snapshots to show changes consistently.
  
For more information on '''editing Task Links''', please see the articles at:  [[Editing Task Links with the Chart Properties Form for OnePager Pro for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Pro]] 19.3.1-70 and [[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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Finally, note that the '''Show field mappings''' checkbox is checked '''ON''' as shown above. Checking this checkbox '''ON''' and pressing the '''Next>''' button takes you to the second page of the '''OPC''' form shown below:
  
==Rules for Showing Data-Driven Task Links==
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<center>[[File:P70-7_1_1-70-(5)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(5)-08052019.png</center>-->
  
===Rules Regarding Imported Tasks and Milestones===
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This form allows you to '''edit''' which Microsoft Project '''source plan''' fields are used for various purposes such as the '''Start''' field and the '''Color by''' field. The '''Edit current template''' button also gives you a second opportunity to '''edit''' many more initial properties of the chart by accessing the current '''Template Properties''' form.  Once these choices are confirmed or '''edited''', click the '''Create new chart''' button and OnePager '''imports''' the '''flagged data''' and creates the chart.
  
1) 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.
+
Once the chart is created, you can '''edit''' by right-clicking task bars and milestone symbols and using the context menus commands.  You can also left-click on task bars and milestone symbols and use the '''editing Icons''' on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from '''row to row''' in the chart. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the OnePager '''Home''' ribbon tool bar tab and then '''paste''' the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document.  If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can '''save''' all charts and snapshots after '''editing'''.
  
2) For a '''Data-driven Task Link''' to be '''shown '''in the chart, its '''source plan predecessor '''and '''successor''' tasks must be '''Flagged '''for '''import''' by OnePager Pro
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==Overview Flow Chart for OnePager Pro Desktop==
  
3) If either the '''source plan 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'''.
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<center>[[File:P70-7_1_2-70-(1)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(1)-08052019.png</center> -->
  
4) One or both of the '''source plan 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'''. 
+
===Procedure===
  
5) OnePager Pro shows '''Data-driven Task Link connection lines '''to task shapes that are outside the '''Start/Finish Date boundaries''' as long as one of the pair is within the '''boundaries'''.
+
====Preparing The Microsoft Project Source Plan====
  
===Rules Regarding Hiding Predecessor or Successor Task/Milestone(s)===
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After launching Microsoft Project with your desired '''source plan''', set '''Flags/Numbers''' field into the Microsoft Project '''source plan'''. This is the '''Flag''' that OnePager uses to determine which tasks and milestones to '''import'''.  Determine which of the tasks and milestones are to be included and set the '''Flags/Numbers''' field cell to '''Yes''' for these while leaving the remainder of the task's and milestone's '''Flag''' field set to '''No''', '''0''', or blank. At this point your Microsoft Project '''source plan''' can be '''saved''' and '''closed'''.  The '''Desk top''' version of OnePager Pro does not require that the Microsoft Project '''source plan''' be launched first.  The part of the procedure described above are in preparation  for using the '''Desk top''' version of OnePager Pro.
  
6) If you '''hide''' a '''predecessor '''or '''successor '''task/milestone shape that was previously '''imported''', the task bar/milestone symbol is '''hidden''',
+
====Launching OnePager Pro Desktop====
  
7) Any associated '''Task Links '''('''Data-driven''' or manual) are also '''hidden'''.
+
Launch OnePager from the '''Desktop Icon'''. The OnePager '''splash page''' appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Pro Start''' form as shown below:
  
8) And 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'''.
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<center>[[File:P70-7_1_2-70-(2)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(2)-08052019.png</center> -->
  
9) The '''Where’s My Stuff!?''' form also has an entry or entries for any of the '''hidden '''task bar/milestone symbol(s).
+
At the completion of paragraph 6) when you click the “NEW” button, OnePager displays an abbreviated '''OnePager choices''' ('''OPC''') form.
  
10) For more information on '''hiding''' task bars/milestone symbols and the '''Where’s My Stuff?''' form, please see the articles at:  [[Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels for Version 7.0 | Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels]] 9.3.1-70 and [[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 7.0 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] 9.4.1-70.
+
<center>[[File:P70-7_1_2-70-(3)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(3)-08052019.png</center> -->
  
11) 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'''
+
When you click the '''Select''' button shown above, OnePager then provides a dropdown menu for you to either choose to use the '''BROWSE FILES...''' to select a '''source plan''' or click the '''RECENT MS Project Files...''' option to access Microsoft Project Server '''source files''' as shown above. Clicking the '''BROWSE FILES…''' option as shown above accesses a Windows '''Open''' form where you can select a Microsoft Project '''source plan''' to load as shown here:
  
12) A '''tool tip''' is provided when you hover over the '''Show '''column checkbox under these conditions.
+
<center>[[File:P70-7_1_2-70-(4)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(4)-08052019.png</center> -->
  
13) To '''restore''' the '''hidden Task Link(s)''' to the '''show''' status you must first '''unhide''' the task bar/milestone symbol(s) by either:
+
When you click the '''Open''' button on the Windows '''Open''' form above, OnePager loads the selected Microsoft Project '''source plan''' and provide you with the expanded '''OPC''' form so that you can confirm or '''edit''' the settings before OnePager creates the new chart.
  
:a) Using the '''Where’s My Stuff!? '''form to '''unhide''' the '''hidden''' task bar/milestone symbol(s),
+
<center>[[File:P70-7_1_1-70-(4)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(4)-08052019.png</center> -->
  
:b) Use the OnePager ribbon’s '''Home''' tab's '''Show/Hide''' dropdown list’s '''Show All Task/Milestones''' command, or
+
As shown above, OnePager displays the loaded Microsoft Project '''source plan''' in the '''Selected File(s)''' group of the '''OPC''' form.  You can use the '''Add/Remove''' feature (described elsewhere) to '''edit''' the choice of Microsoft Project '''source plan''', add additional files to the '''source packet''', and remove files.  Clicking the '''Add/Modify''' button accesses the '''Data source selection''' form as shown below:
  
:c) Use the '''UNDO''' command on the OnePager ribbon if you are able.
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<center>[[File:P70-7_1_1-70-(5)-08052019.png]]</center>
 +
<!--<center>P70-7_1_1-70-(5)-08052019.png</center> -->
  
14) Once the '''hidden''' task bar/milestone symbol(s) are in the '''show''' status, their '''Task Links''' are changed to the '''show''' status as well.
+
It is recommended that the '''chart name''' selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the '''Select Tasks with ‘YES’ in field:''' is showing '''Flag20''' as a default. Most users select '''Flag20''' to tell OnePager which tasks  and milestones to '''import''' but any of the 20 '''Flag''' fields or any of the 20 '''Number''' fields can be used.  It is important that the '''Flag''' field number represented in this window correspond to the '''Flag''' field containing the '''Yes''' and '''No''' data placed in the Microsoft Project '''source plan'''.  
  
==Managing Task Links in the Chart==
+
The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the chart you are about to create.  If the '''date created''' by OnePager does not reflect the '''status date''' required, change the date by using the '''calendar''' dropdown window. As the '''source plan''' changes later on, you can create additional snapshots to show changes consistently.
  
1) 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.
+
Finally, note that the '''Show file mappings''' checkbox is checked '''ON''' as shown above.  Checking this checkbox '''ON''' and pressing the '''Next&gt;''' button takes you to the second page of the '''OPC''' form shown below:
  
===The OnePager Pro Where Are My Links? Form===
+
<center>[[File:P70-7_1_2-70-(5)-08052019.png]]</center>
 +
<!--<center>P70-7_1_2-70-(5)-08052019.png</center> -->
  
2) 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:
+
This form allows you to '''edit''' which Microsoft Project '''source plan''' fields are used for various purposes such as the '''Start''' field and the '''Color by''' field.  The '''Edit current template''' button also gives you a second opportunity to '''edit''' many more initial properties of the chart by accessing the current '''Template Properties''' form. Once these choices are confirmed or '''edited''', click the '''Create new chart''' button and OnePager '''imports''' the '''flagged data''' and creates the chart.
  
<center>[[File:P70-19_1_2_1-70-70-(7)-09292020.png]]</center>
+
Once the chart is created, you can '''edit''' by right-clicking task bars and milestone symbols and using the context menus commands.  You can also left-click on task bars and milestone symbols and use the '''editing Icons''' on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from '''row to row''' in the chart. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the OnePager '''Home''' ribbon tool bar tab and then '''paste''' the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document.  If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can '''save''' all charts and snapshots after '''editing'''.
<center>P70-19_1_2_1-70-70-(7)-09292020.png</center>
+
  
3) 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:
+
==Related Links==
  
<center>[[File:P70-19_1_1-70-(4)-09282020.png]]</center>
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[[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] <!--7.13.1-70 -->
<center>P70-19_1_1-70-(4)-09282020.png</center>
+
  
4) 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:
+
[[Creating a NEW Chart via Pull Operation - OnePager Express  for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] <!--7.13.2-70 -->
  
<center>[[File:P70-19_1_1-70-(11)-10182019.png]]</center>
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[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70 -->
<center>P70-19_1_1-70-(11)-10182019.png</center>
+
  
5) 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'''.
+
[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70 -->
  
6) 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 '''.
+
[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70 -->
  
7) At the top of the form, are controls to '''Filter''' entries showing in the form based upon '''task names''' such that only task/milestone shapes that meet the '''task name filtering rule''' appears in the form’s data window.
+
[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70 -->
  
8) For example, if you want to show only those entries that relate to '''Engineering Team 2''' task shape names, type the task shape name into the window provided and click the '''Filter''' button and the '''Where Are My Links? '''form looks like this:
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-70 -->
  
<center>[[File:P70-19_1_3_1-70-(6)-09302020.png]]</center>
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-70 -->
<center>P70-19_1_3_1-70-(6)-09302020.png</center>
+
  
9) 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 shape name appears in either a '''Predecessor''' or '''Successor '''task bar/milestone symbol name regardless of whether the '''Task Link '''is '''showing''' (or '''hidden''').
+
[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-70 -->
  
10) The current '''show/hide status''' is displayed in the '''Show '''column’s checkboxes.
+
(7.1.1-70, 7.1.2-70)
 
+
11) Clicking the '''Clear Filter''' button restores all the entries in the '''Where Are My Links?''' form and clears the contents of the search window.
+
 
+
12) There are four (4) columns in the '''Where Are My Links? '''form.
+
 
+
13) 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. '''
+
 
+
14) The '''Predecessor''' column (2) and '''Successor '''column (3) provide the '''Task/Milestone Name''' participating respectively in the '''Task Link''' pair. 
+
 
+
15) The numbers in parenthesis following the task shape name correspond to the '''Unique ID''' for Microsoft Project '''source plans'''. 
+
 
+
16) The '''Source''' column (4) tells you which entries in the form are '''Data-driven Task Links (Imported) '''or which are manual '''Task Links''' ('''Manual''').
+
 
+
17) The four columns in the form can be '''sorted''' by clicking on the '''column’s header'''.
+
 
+
18) Sorting on the '''Show '''column means that you are sorting between checked and unchecked entries.
+
 
+
19) Sorting on the '''Predecessor''' or '''Successor '''columns means that you are sorting alphanumerically on the contents of the entire field. 
+
 
+
20) Because of the relationship between these two columns, sorting on the '''Predecessor''' column, for example, brings along the corresponding '''Successor''' entry and vice versa.
+
 
+
21) Sorting on the '''Source '''column means that you are sorting between '''Imported''' and '''Manual '''entries.
+
 
+
22) 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. 
+
 
+
23) This button also applies if you are '''Showing All Task Links''' instead of using '''Task Link Filter rules'''. 
+
 
+
24) 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. 
+
 
+
25) 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.
+
 
+
26) 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===
+
 
+
27) 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'''.
+
 
+
28) The '''Where Are My Links? '''form is shown below:
+
 
+
<center>[[File:P70-19_1_3_1-70-(7)-09302020.png]]</center>
+
<center>P70-19_1_3_1-70-(7)-09302020.png</center>
+
 
+
29) 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'''. 
+
 
+
30) 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.
+
 
+
31) For more information  on the controls in the '''Where Are My Links?''' form, please see the article at: [[Using the Where Are My Links? Form for OnePager Pro for Version 7.0 | Using the Where Are My Links? Form for OnePager Pro]]. 19.5.1-70
+
 
+
32) '''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)'''. 
+
 
+
33) 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 Task/Milestone Shapes and Labels for Version 7.0 | Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels]] 9.3.1-70
+
 
+
[[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 7.0 | 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 for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Pro]] 19.3.1-70
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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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[[Using the Where Are My Links? Form for OnePager Pro for Version 7.0 | Using the Where Are My Links? Form for OnePager Pro]] 19.5.1-70
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(19.1.3.1-70)
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[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:Add-in]]
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[[Category:Desktop]]
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[[Category:Basic Workflows]]
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[[Category:Chart Properties Form]]
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[[Category:Charts]]
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[[Category:OnePager Choices Form]]
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[[Category:Snapshots]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
[[Category:Task Links]]
 
[[Category:Snapshots]]
 
[[Category:Charts]]
 
[[Category:Edit the Chart]]
 
[[Category:Snapshot Independent]]
 
[[Category:Task/Milestone]]
 
[[Category:Template]]
 
[[Category:Chart Properties]]
 
[[Category:Task Links Tab]]
 
[[Category:Where Are My Links?]]
 
[[Category:Where’s My Stuff?!]]
 

Revision as of 17:38, 1 February 2021

Introduction

This article is divided into two major sections below. The first major section is for OnePager Pro Add-in and the second major section is for OnePager Pro Desktop. Please use this link to skip the OnePager Pro Add-in section immediately below to go to the OnePager Pro Desktop section at: Overview Flow Chart for OnePager Pro Desktop.

Overview Flow Chart for OnePager Pro Add-in

P70-7 1 1-70-(1)-08052019.png

Procedure

Preparing the Microsoft Project Source Plan

Launch Microsoft Project and access the required Microsoft Project source plan. Set the Flags/Numbers field into the Microsoft Project source plan. This is the flag that OnePager uses to determine which tasks and milestones to import. Determine which of the tasks and milestones are to be included and set the Flags/Numbers field cell to Yes for these while leaving the remainder of the task's and milestone's Flag field set to No, 0, or blank.

Launching OnePager Pro Add-In

Click the OnePager button on the Microsoft Project ADD-INS ribbon tool bar tab to launch OnePager Pro at the OnePager Pro Start form.

P70-7 1 1-70-(2)-08052019.png

If you need to adjust settings in the OnePager current Template Properties form before launching OnePager Pro, click the Template... button on the Micosoft Project ADD-INS ribbon tool bar tab accesses a window with the Template Properties form which can be edited and saved.

P70-7 1 1-70-(3)-05042020.png

The Template Properties form is very similar to the OnePager Chart Properties form which is described elsewhere. Once the desired edits to the current Template Properties form are made, save the Template Properties form and return to paragraph 5) above. At the completion of paragraph 5) when you click the NEW button, OnePager accesses the OnePager choices (OPC) form as shown below:

P70-7 1 1-70-(4)-08052019.png

It is recommended that the chart name selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the Select Tasks with ‘YES’ in field: is showing Flag20 as a default. Most users select Flag20 to tell OnePager which tasks and milestones to import but any of the 20 Flag fields or any of the 20 Number fields can be used. It is important that the Flag field number represented in this window correspond to the Flag field containing the Yes and No data placed in the Microsoft Project source plan.

The Snapshot date represents the time now or as-of date for the chart you are about to create. If the date created by OnePager does not reflect the status date required, change the date by using the calendar dropdown window. As the source plan changes later on, you can create additional snapshots to show changes consistently.

Finally, note that the Show field mappings checkbox is checked ON as shown above. Checking this checkbox ON and pressing the Next> button takes you to the second page of the OPC form shown below:

P70-7 1 1-70-(5)-08052019.png

This form allows you to edit which Microsoft Project source plan fields are used for various purposes such as the Start field and the Color by field. The Edit current template button also gives you a second opportunity to edit many more initial properties of the chart by accessing the current Template Properties form. Once these choices are confirmed or edited, click the Create new chart button and OnePager imports the flagged data and creates the chart.

Once the chart is created, you can edit by right-clicking task bars and milestone symbols and using the context menus commands. You can also left-click on task bars and milestone symbols and use the editing Icons on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from row to row in the chart. When the desired editing is complete, click the Copy to Clipboard button on the OnePager Home ribbon tool bar tab and then paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can save all charts and snapshots after editing.

Overview Flow Chart for OnePager Pro Desktop

P70-7 1 2-70-(1)-08052019.png

Procedure

Preparing The Microsoft Project Source Plan

After launching Microsoft Project with your desired source plan, set Flags/Numbers field into the Microsoft Project source plan. This is the Flag that OnePager uses to determine which tasks and milestones to import. Determine which of the tasks and milestones are to be included and set the Flags/Numbers field cell to Yes for these while leaving the remainder of the task's and milestone's Flag field set to No, 0, or blank. At this point your Microsoft Project source plan can be saved and closed. The Desk top version of OnePager Pro does not require that the Microsoft Project source plan be launched first. The part of the procedure described above are in preparation for using the Desk top version of OnePager Pro.

Launching OnePager Pro Desktop

Launch OnePager from the Desktop Icon. The OnePager splash page appears briefly followed by the OnePager Chart Editor form displaying the OnePager Pro Start form as shown below:

P70-7 1 2-70-(2)-08052019.png

At the completion of paragraph 6) when you click the “NEW” button, OnePager displays an abbreviated OnePager choices (OPC) form.

P70-7 1 2-70-(3)-08052019.png

When you click the Select button shown above, OnePager then provides a dropdown menu for you to either choose to use the BROWSE FILES... to select a source plan or click the RECENT MS Project Files... option to access Microsoft Project Server source files as shown above. Clicking the BROWSE FILES… option as shown above accesses a Windows Open form where you can select a Microsoft Project source plan to load as shown here:

P70-7 1 2-70-(4)-08052019.png

When you click the Open button on the Windows Open form above, OnePager loads the selected Microsoft Project source plan and provide you with the expanded OPC form so that you can confirm or edit the settings before OnePager creates the new chart.

P70-7 1 1-70-(4)-08052019.png

As shown above, OnePager displays the loaded Microsoft Project source plan in the Selected File(s) group of the OPC form. You can use the Add/Remove feature (described elsewhere) to edit the choice of Microsoft Project source plan, add additional files to the source packet, and remove files. Clicking the Add/Modify button accesses the Data source selection form as shown below:

P70-7 1 1-70-(5)-08052019.png

It is recommended that the chart name selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the Select Tasks with ‘YES’ in field: is showing Flag20 as a default. Most users select Flag20 to tell OnePager which tasks and milestones to import but any of the 20 Flag fields or any of the 20 Number fields can be used. It is important that the Flag field number represented in this window correspond to the Flag field containing the Yes and No data placed in the Microsoft Project source plan.

The Snapshot date represents the time now or as-of date for the chart you are about to create. If the date created by OnePager does not reflect the status date required, change the date by using the calendar dropdown window. As the source plan changes later on, you can create additional snapshots to show changes consistently.

Finally, note that the Show file mappings checkbox is checked ON as shown above. Checking this checkbox ON and pressing the Next> button takes you to the second page of the OPC form shown below:

P70-7 1 2-70-(5)-08052019.png

This form allows you to edit which Microsoft Project source plan fields are used for various purposes such as the Start field and the Color by field. The Edit current template button also gives you a second opportunity to edit many more initial properties of the chart by accessing the current Template Properties form. Once these choices are confirmed or edited, click the Create new chart button and OnePager imports the flagged data and creates the chart.

Once the chart is created, you can edit by right-clicking task bars and milestone symbols and using the context menus commands. You can also left-click on task bars and milestone symbols and use the editing Icons on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from row to row in the chart. When the desired editing is complete, click the Copy to Clipboard button on the OnePager Home ribbon tool bar tab and then paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can save all charts and snapshots after editing.

Related Links

Creating a NEW Chart via Pull Operation - OnePager Pro

Creating a NEW Chart via Pull Operation - OnePager Express

REPLACING a Snapshot via Pull Operation - OnePager Pro

REPLACING a Snapshot via Pull Operation - OnePager Express

ADDING a Snapshot via Pull Operation - OnePager Pro

ADDING a Snapshot via Pull Operation - OnePager Express

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express

Using the OnePager "Data" Tab's "Selected file(s)" Button

(7.1.1-70, 7.1.2-70)