Difference between revisions of "Data-Driven Task Links for OnePager Pro for Version 7.0"

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==OnePager Pro's Template and Project-View Properties Forms==
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==OnePager Pro Enhancements for Data-Driven Task Links==
  
1) The implementation of '''Data-driven Task Links''' and enhancements made to manual '''Task Links''' required enhancements to the OnePager Pro '''Template''' and '''Project-View Properties '''('''PVP''') form’s '''Event '''tabs.
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OnePager Pro can now '''import Dependency''' values on tasks from Microsoft Project '''source plans''' where the '''syntax format selection''' for specifying '''predecessor''' relationships corresponds to the Microsoft Project standards or the '''syntax format selection''' used by Oracle’s Primavera P6.
  
2) This '''Event Links '''tab is renamed as the '''Task Links''' tab in both forms with enhanced controls to support the new capabilities of '''Data-driven Task Links'''.
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OnePager Pro is designed to process '''Task Links''' that are specified as '''predecessors''' '''ONLY'''.
  
===The New Template Task Links Tab for OnePager Pro===
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==OnePager Pro's Template Properties and Chart Properties Forms==
  
1) You have the ability to '''globally '''control the '''properties''' for all '''Task Links '''in OnePager’s '''Template''' form before a project view is created. The '''Template '''form’s new '''Task Links '''tab for OnePager Pro is shown below:
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The implementation of '''Data-driven Task Links''' and enhancements made to manual '''Task Links''' required enhancements to the OnePager Pro '''Template Properties''' and '''Chart Properties''' form’s '''Event '''tabs.   This '''Event Links '''tab is '''renamed''' as the '''Task Links''' tab in both forms with enhanced controls to support the new capabilities of '''Data-driven Task Links'''. 
  
<center>[[File:P61-0_4_1_7-61-(3)-06092018.png]]</center>
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Before going further into this article, it is recommended that you first review the article at: [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.0 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-70-->
<center>&lt;P61-0_4_1_7-61-(3)-06092018.png&gt;</center>
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:a) In the '''Template '''form’s '''Task Links '''tab, the '''Import predecessors''' checkbox is normally '''unchecked''' or '''OFF''' meaning that the '''Data-driven Task Link import '''feature is turned '''OFF'''.
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===The Template Properties Form's Task Links Tab for OnePager Pro===
  
: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'''.
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You have the ability to '''globally '''control the '''properties''' for all '''Task Links '''in OnePager’s '''Template Properties''' form before a chart is created.   The '''Template Properties '''form’s '''Task Links '''tab for OnePager Pro is shown below:
  
::i) Although OnePager does not import '''Successor '''data from your '''source plan''', '''successor '''information''' '''is the inverse on '''predecessor '''information found in your '''source plan'''.
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<center>[[File:P70-19_1_1-70-(1)-09282020.png]]</center>
::ii) 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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<!--<center>P70-19_1_1-70-(1)-09282020.png</center>-->
  
'''Template Form’s Task Link Tab’s Controls'''
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====Controls for Importing Task Link Data====
  
2) OnePager Pro supports the visual representation of all four '''Task Link Dependency Types''' including Finish-to-Start (FS), Finish-to-Finish (FF), Start-to-Finish (SF), and Start-to-Start (SS) with proper '''Begin''' and '''End point shape''' placement on the '''Predecessor''' and''' Successor '''task/milestones.   
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In the '''Template Properties '''form’s '''Task Links '''tab, the '''Import predecessors''' checkbox is normally '''unchecked''' or '''OFF''' 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 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'''.
  
:a) It is assumed that if '''Data-driven Task Links''' are imported, they are to be '''shown''' so the '''Show task links '''checkbox is checked '''ON'''.
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====Template Properties Form’s Task Link Tab’s Controls====
  
:b) Additionally in the '''Default Task-Link Formatting''' control group shown above, there are established settings for:
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OnePager Pro supports the visual representation of all four '''Task Link Dependency Types''' including Finish-to-Start ('''FS'''), Finish-to-Finish ('''FF'''), Start-to-Finish ('''SF'''), and Start-to-Start ('''SS''') with proper '''Begin''' and '''End point shape''' placement on the '''Predecessor''' and''' Successor '''task bars/milestone symbols.  It is '''assumed''' that if '''Data-driven Task Links''' are '''imported''', they are to be '''shown''' so the '''Show task links '''checkbox is checked '''ON''' in the '''Template Properties''' form's '''Task Links''' tab shown above.  Additionally in the '''Default Task-Link Formatting''' control group shown above, there are established settings for '''Line Styles''', '''Arrow Styles''', and '''Font properties'''.
  
::i) '''Line Styles'''
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There are controls available to''' globally''' set the''' Horizontal Anchor positions''' for manual '''Task Link’s Begin '''and '''End point shapes '''for all '''Dependency Types '''along the '''Predecessor '''or '''Successor''' task bars/milestone symbol’s timespan as shown by the '''slider '''bars in the illustration above.  For all '''Task Links '''(manual and '''Data-driven''')''' '''you are able to '''globally '''set the '''Vertical Anchor positions''' of a '''Task Link’s Begin '''and '''End point shapes '''on the '''Top''', '''Middle''', or '''Bottom''' of the '''Predecessor''' and '''Successor''' task bar/milestone symbol.  You can choose to let OnePager determine the '''Vertical Anchor positions''' by selecting the '''Auto '''options.
::ii) '''Arrow Styles'''
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::iii) '''Font properties'''
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3) There are controls available to''' globally''' set the''' Horizontal Anchor positions''' for manual '''Task Link’s Begin '''and '''End point shapes '''for all '''Dependency Types '''along the '''Predecessor '''or '''Successor''' task/milestone’s timespan as shown by the '''slider '''bars in the illustration above.
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In the '''Data-driven Task Links '''control group shown above, the '''default '''setting for the '''Import predecessors '''checkbox is '''unchecked''' or '''Off'''.  This is done so that new charts are not created with all '''available Data-driven Task Links''' information '''imported''' and '''shown''' unless you specifically direct such an action through the '''Template Properties''' form.  You have the opportunity to import '''Data-driven Task Links '''information''' '''using the same controls in the '''Chart Properties''' form’s '''Task Links '''tab in the '''Data-driven Task Links''' control group after the chart is created.
  
4) For all '''Task Links '''(manual and '''Data-driven''')''' '''you are able to '''globally '''set the '''Vertical Anchor positions''' of a '''Task Link’s Begin '''and '''End point shapes '''on the '''Top''', '''Middle''', or '''Bottom''' of the '''Predecessor''' and '''Successor''' task/milestone. You can choose to let OnePager determine the '''Vertical Anchor positions''' by selecting the '''Auto '''options.
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When the '''Import predecessors''' checkbox is checked '''ON''' in the '''Template Properties '''form’s '''Task Link '''tab, you have the option to '''Show all data-driven Task Links''' or use the '''Task Link Filer Rules''' capability by clicking the '''Use Rules''' radio button.  Selecting the '''Use Rules''' radio button enables the '''Manage Rules''' button which is used to access the '''Task Link Filter Rules''' form.  This form allows you to establish '''a set of rules''' to govern how '''Data-driven Task Links''' are '''shown'''.
  
5) In the '''Data-Driven Task Links '''control group shown above, the '''default '''setting for the '''Import predecessors '''checkbox is '''unchecked''' or '''OFF'''.
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For more information on '''Task Link Filtering Rules''', please see the article at: [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro for Version 7.0 | Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro]] <!--19.2.1-70-->
  
:a) This is done so that new project views are not created with all '''available Data-driven Task Links''' information '''imported''' and '''shown''' unless you specifically direct such an action through the '''Template''' form. 
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===The Chart Properties Task Links Tab for OnePager Pro===
  
:b) You have the opportunity to import '''Data-driven Task Links '''information''' '''using the same controls in the '''Project-View Properties '''('''PVP''') form’s '''Task Links '''tab in the '''Data-Driven Task Links''' control group after the project view is created.
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The '''Chart Properties''' form’s '''Task Links '''tab is almost identical to that in the '''Template Properties '''form and is shown below:
  
6) When the '''Import predecessors''' checkbox is checked '''ON''' in the '''Template '''form’s '''Task Link '''tab, you have the option to '''Show all data-driven Task Links''' or use the '''Task Link Filer Rules''' capability by clicking the '''Use Rules''' radio button.
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<center>[[File:P70-19_1_1-70-(2)-09282020.png]]</center>
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<!--<center>P70-19_1_1-70-(2)-09282020.png</center>-->
  
:a) Selecting the '''Use Rules''' radio button enables the '''Manage Rules''' button which is used to access the '''Task Link Filter Rules''' form.
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In the '''Chart Properties '''form’s '''Task Links '''tab’s '''Data-driven Task Links '''control group shown above, the '''Import and show links''' checkbox is normally '''unchecked''' or '''OFF'''.  The '''Import and show links''' checkbox is '''disabled''' in the '''Chart Properties''' form until the '''Show task links''' checkbox at the top of the form is checked '''ON'''.  Checking the '''Import and show links''' checkbox to '''ON''' when its '''enabled''' and then clicking the '''OK''' button '''imports''' the '''Data-driven Task Links''' from the Microsoft Project '''source plan''' and displays them in the chart.  OnePager Pro '''assumes''' that the '''Predecessors field''' from the Microsoft Project '''source plan''' is used for '''Data-driven Task Links''' information.
  
:b) This form allows you to establish a set of rules to govern how '''Data-driven Task Links''' are '''shown'''.
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After '''Data-driven Task Links''' are '''imported''' and '''showing''' in the chart, you have the option with the '''Chart Properties''' form's '''Task Links''' tab to control the further '''showing or hiding''' of all '''Data-driven Task Links''' with the renamed '''Show data-driven links''' checkbox as shown below:
  
===The New Project-View Properties Task Links Tab for OnePager Pro===
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<center>[[File:P70-19_1_1-70-(3)-09282020.png]]</center>
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<!--<center>P70-19_1_1-70-(3)-09282020.png</center>-->
  
7) The '''PVP''' form’s '''Task Links '''tab is almost identical to that in the '''Template '''form and is shown below:
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Checking the '''Show data-driven links''' checkbox '''On shows''' all '''imported Data-driven Task Links''' while checking this checkbox '''Off hides''' all '''Data-driven Task Links'''.  If the '''Import predecessors''' checkbox is checked '''ON''' in the '''Template Properties''' form '''Task Links '''tab’s '''Data-driven Task Links''' control group, '''Data-driven Task Links''' are '''imported''' and the corresponding checkbox in the '''Chart Properties '''form’s '''Task Links '''tab is also checked '''ON'''.
  
<center>[[File:P61-0_4_1_7-61-(3A)-06222018.png]]</center>
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===Chart Properties Form’s Task Link Tab’s Controls===
<center>&lt;P61-0_4_1_7-61-(3A)-06222018.png&gt;</center>
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:a) In the '''PVP '''form’s '''Task Links '''tab’s '''Data-Driven Task Links '''control group, the '''Import and show links''' checkbox is normally '''unchecked''' or '''OFF'''.
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The controls in the '''Chart Properties''' form '''Task Link '''tab’s '''Default Task-Link Formatting '''control group are the same as the controls in the '''Template '''form '''Task Link '''tab’s '''Default Task Link Formatting''' control group for One Pager Pro.  The differences in '''Task Links '''tab are only in the '''Data-driven Task Links '''control groups for OnePager Pro.
  
:b) OnePager Pro assumes that the '''Predecessors field''' from the Microsoft Project '''source plan''' is used for '''Data-driven Task Link''' information.
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For more information on using the OnePager Pro '''Chart Properties''' form's '''Task Links''' tab's controls, please see the article 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-->
  
:c) If the '''Import predecessors''' checkbox is checked '''ON''' in the '''Template''' form '''Task Links '''tab’s '''Data-Driven Task Links''' control group, '''Data-driven Task Links''' are imported and the corresponding checkbox in the '''PVP '''form’s '''Task Links '''tab is also checked '''ON'''.
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==OnePager’s Data-Driven Task Link Import Process==
  
===Project-View Properties Form’s Task Link Tab’s Controls===
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Below is a brief overview of the OnePager Pro '''import''' process for '''Data-driven Task Links'''.
  
8) The controls in the '''PVP''' form '''Task Link '''tab’s '''Default Task-Link Formatting '''control group are the same as the controls in the '''Template '''form '''Task Link '''tab’s '''Default Task Link Formatting''' control group for One Pager Pro.  The differences in '''Task Link '''tab are only in the '''Data-Driven Task Links '''control groups for OnePager Pro.
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===Capabilities===
  
===OnePager’s Data-Driven Task Link Import Process===
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OnePager Pro can '''import standard predecessor''' '''field''' data from Microsoft Project '''source plans''' and '''show''' them in a chart totally under your control.  The capability to '''show''' '''Data-driven Task Links''' '''imported''' from your '''source plans '''can present some significant opportunities for helping to tell your schedule story.  You  can use '''Data-driven Task Links''' directly''' imported''' from your '''source plans''' without needing to manually create them. 
  
9) Below is a brief overview of the OnePager Pro '''import''' process for '''Data-driven Task Links'''.
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OnePager Pro '''ONLY''' '''imports''' available '''Dependency '''data from '''source plans''' when you turn the '''Task Links '''feature '''On '''(i.e., Check the '''Import predecessors''' checkbox '''ON''' in the '''Template''' form '''Task Link''' tab’s '''Data-driven Task Links''' control group).  You can later, after the chart is created, '''import data-driven Task Links''' by going to the '''Chart Properties '''form '''Task Links''' tab and checking the '''Show data-driven links''' checkbox '''ON''' and specifying if you want to '''Show all''' '''data-driven Task Links''' or use '''Task Link Filter rules''' to selectively '''show imported data-driven Task Links'''.  You have the capability to individually control the '''showing''' or''' hiding''' of '''Data-driven Task Links'''.  You have the capability to individually '''edit''' the '''properties''' of '''Data-driven''' and manual '''Task Links'''.
  
10) OnePager Pro can '''import''' '''standard predecessor''' '''field''' data from Microsoft Project '''source plans''' and '''show''' them in a project view totally under your control. 
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===Cautions and Challenges===
  
11) The capability to '''show''' '''Data-driven Task Links''' '''imported''' from your '''source plans '''can present some significant opportunities for helping to tell your schedule story.
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These capabilities, however, present some challenges.  
  
:a) You now can use '''Data-driven Task Links''' directly''' imported''' from your '''source plans''' without needing to manually create them.
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'''Showing''' too many '''Data-driven Task Links''' clutters the chart; potentially concealing important information.  Too many '''Data-driven Task Links''' can make graphics potentially difficult for your audiences to see.  The OnePager '''Task Links '''capability is designed to cope with these challenges through several mechanisms.
  
:b) OnePager Pro '''ONLY''' '''imports''' available '''Dependency '''data from '''source plans''' when you turn the new '''Task Links '''feature '''ON '''(i.e., Check the '''Import predecessors''' checkbox '''ON''' in the '''Template''' form '''Task Link''' tab’s '''Data-Driven Task Links''' control group).  
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By '''default''', OnePager Pro is typically launched with the '''Data-driven Task Link '''feature turned '''OFF'''.   The '''default OFF '''setting approach prevents the creation of a '''cluttered''' chart initially or a '''cluttered''' snapshot further on when the original chart is '''updated'''.
  
:c) You can later, after the project view is created, '''import data-driven Task Links''' by going to the '''PVP '''form '''Task Links''' tab and checking the '''Show data-driven links''' checkbox '''ON''' and specifying if you want to '''Show all''' '''data-driven Task Links''' or use '''Task Link Filter rules''' to selectively '''show imported data-driven Task Links'''.
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OnePager Pro '''ONLY''' '''imports''' available '''Dependency''' data from your '''source plan''' when the feature is turned '''ON''' in either the '''Template Properties''' or '''Chart Properties '''form.  Additionally, OnePager Pro does '''not''' '''show''' any '''Data-driven Task Links''' unless their associated task/milestones are '''Flagged '''for '''import''' and are within the chart's '''Start/Finish Date boundaries'''.
  
:d) You have the capability to individually control the '''showing''' or''' hiding''' of '''Data-driven Task Links'''.
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The '''Task Links''' tabs, is an addition to the '''Template Properties''' and '''Chart Properties''' forms so you have '''global''' control over all '''Task Links properties''' globally and in the chart.  Any '''Task Link''', either '''manual''' or '''Data-driven''' can be individually selected and '''edited''' in the chart.
  
:e) You have the capability to individually '''edit''' the properties of '''Data-driven''' and manual '''Task Links'''.
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Manually '''editing''' any '''Task Link''' turns it into a '''maverick Task Link'''. You have the capability to easily construct a '''Daisy Chain''' of manual '''Task Links'''. After carefully determining how many and which '''Task Links''' to '''show''' in your schedule discussion chart, you can set the '''Task Links '''feature '''ON'''.   You can use the '''Task Link''' feature’s '''editing''' controls to determine which '''Task Links''' to '''show''' or '''hide''' and how they should look.
 
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12) These capabilities, however, present some challenges.
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:a) '''Showing''' too many '''Data-driven Task Links''' clutters the project view; potentially concealing important information. 
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:b) Too many '''Data-driven Task Links''' can make graphics potentially difficult for your audiences to see. 
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13) The OnePager '''Task Links '''capability is designed to cope with these challenges through the following mechanisms:
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:a) By default, OnePager Pro is typically launched with the '''Data-driven Task Link '''feature turned '''OFF'''. 
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:b) The default '''OFF '''setting approach prevents the creation of a cluttered project view initially or a cluttered snapshot further on when the original project view is '''updated'''.
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:c) OnePager Pro '''ONLY''' '''imports''' available '''Dependency''' data from your '''source plan''' when the feature is turned '''ON''' in either the '''Template''' or '''PVP '''form.
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:d) Additionally, OnePager Pro does '''not''' '''show''' any '''Data-driven Task Links''' unless their associated task/milestones are '''flagged '''for '''import''' and are within the project view's '''Start/Finish Date boundaries'''.
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:e) New tabs, called the '''Task Links''' tabs, are added to the '''Template''' and '''PVP''' forms so you have '''global''' control over all '''Task Links '''properties.
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:f) Any '''Task Link''', either '''manual''' or '''Data-driven''' can be individually selected and '''edited''' as in previous version of OnePager. 
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:g) Manually '''editing''' any '''Task Link''' turns it into a '''maverick''' '''Task Link'''.
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:h) You have the capability to easily construct a '''Daisy Chain''' of manual '''Task Links'''.
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14) After carefully determining how many and which '''Task Links''' to '''show''' in your schedule discussion graphic, you can set the '''Task Links '''feature '''ON'''. You can use the '''Task Link''' feature’s '''editing''' controls to determine which '''Task Links''' to '''show''' or '''hide''' and how they should look.
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===Import Process Summary===
 
===Import Process Summary===
  
15) The flow chart below shows, in general, how OnePager processes '''data-driven Task Links''' with imported task/milestones under your control:
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The flow chart below shows, in general, how OnePager processes '''data-driven Task Links''' with '''imported''' task/milestone under your control:
  
<center>[[File:P61-0_4_1_7-61-(8-1)-04282018.png]]</center>
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<center>[[File:P70-19_1_1-70-(3A)-09282020.png]]</center>
<center>&lt;P61-0_4_1_7-61-(8-1)-04282018.png&gt;</center>
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<!--<center>P70-19_1_1-70-(3A)-09282020.png</center>-->
  
===Importing Data-driven Task Links From a Project View ===
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==Importing Data-Driven Task Links to a Chart==
  
16) The '''PVP '''form '''Task Links''' tab’s '''Import and show links''' checkbox, like the corresponding '''Import predecessors''' checkbox in the '''Template''' form, is unchecked or '''OFF'''.
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===Chart Properties Form Settings===
  
:a) If you decide to check the '''Import and show links''' checkbox after the project view is created and click the '''OK '''button on the '''PVP '''form, OnePager Pro goes to the '''source plan''' and '''imports''' the '''Data-driven Task Link''' information and '''shows''' them.
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The '''Chart Properties '''form '''Task Links''' tab’s '''Import and show links''' checkbox, like the corresponding '''Import predecessors''' checkbox in the '''Template Properties''' form, is unchecked or '''OFF'''.  If you decide to check the '''Import and show links''' checkbox '''ON''' after the chart is created and click the '''OK '''button on the '''Chart Properties '''form, OnePager Pro goes to the '''source plan''' and '''imports''' the '''Data-driven Task Links''' information and '''shows''' them. Subsequent accesses to the '''Chart Properties '''form’s '''Task Links '''tab show the form changed as highlighted below:
  
:b) Subsequent accesses to the '''PVP '''form’s '''Task Links '''tab show the form changed as highlighted below:
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<center>[[File:P70-19_1_1-70-(3)-09282020.png]]</center>
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<!--<center>P70-19_1_1-70-(3)-09282020.png</center>-->
  
<center>[[File:P61-0_4_1_7-61-(3B)-06092018.png]]</center>
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As shown above, the checkbox is now focused on '''showing''' or '''hiding''' '''Data-driven Task Links''' as the '''predecessor''' data are already '''imported'''.  Unchecking the '''Show data-driven links''' checkbox '''OFF''' as it is now labeled, '''hides '''all '''Data-driven Task Links''' once you click the '''Apply '''or '''OK''' button on the '''Chart Properties''' form. Although '''hidden''', the '''Data-driven Task Links''' can be '''re-shown''' by rechecking the '''Show data-driven links''' checkbox '''ON''' and again clicking the '''OK '''button on the '''Chart Properties''' form.  There is an additional control in the '''Data-driven Task Links '''control group in the '''Chart Properties '''form '''Task Link '''tab – the '''Where Are My Links? '''button as shown in the '''Chart Properties '''form’s '''Task Links''' tab above.
<center>&lt;P61-0_4_1_7-61-(3B)-06092018.png&gt;</center>
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:a) As shown above, the checkbox is now focused on '''showing''' or '''hiding''' '''Data-driven Task Links''' as the '''predecessor''' data are already '''imported'''.
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===Tracking Task Links with the Where Are My Links? Form===
  
:b) Unchecking the '''Show data-driven links''' checkbox as it is now labeled '''hides '''all '''Data-driven Task Links''' once you click the '''Apply '''or '''OK''' button on the '''PVP''' form.
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OnePager provides a form that records all '''Task Links''' both '''Data-driven''' and manual associated with the chart.  This form, called the '''Where Are My Links?''' form can be accessed from the OnePager ribbon's '''Home''' tab by clicking the '''Show/Hide''' dropdown in the '''Editing''' control group on the tab as shown below:
  
:c) Although '''hidden''', the '''Data-driven Task Links''' can be '''reshown''' by rechecking the '''Show data-driven links''' checkbox '''ON''' and again clicking the '''OK '''button on the '''PVP''' form.
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<center>[[File:P70-19_1_1-70-(4)-09282020.png]]</center>
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<!--<center>P70-19_1_1-70-(4)-09282020.png</center>-->
  
17) There is an additional control in the '''Data-Driven Task Links '''control group in the '''PVP '''form '''Task Link '''tab – the '''Where Are My Links? '''button as shown in the '''PVP '''form’s '''Task Links''' tab above.
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Clicking the '''Where Are My Links?''' command accesses the form as shown below:
  
:a) Clicking this button accesses the '''Where Are My Links? '''form as shown below:
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<center>[[File:P70-19_1_1-70-(5)-09282020.png]]</center>
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<!--<center>P70-19_1_1-70-(5)-09282020.png</center>-->
  
<center>[[File:P61-0_4_1_7-61-(3C)-06092018.png]]</center>
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The form above has an entry for each '''Data-driven Task Link''' and manual '''Task Link''' in the snapshot. If the '''Task Link '''is '''shown '''in the snapshot, the checkbox in the '''Show''' column is checked '''ON'''.
<center>&lt;P61-0_4_1_7-61-(3C)-06092018.png&gt;</center>
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:b) The form above has an entry for each '''Data-driven Task Link''' and manual '''Task Link''' in the snapshot.
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The names and '''Unique ID '''of each pair of '''Predecessor '''and '''Successor''' task/milestone shapes are shown in the form and the last column ('''Source''') tells you if the '''Task Link '''was '''imported''' as a '''Data-driven Task Link''' or created as a manual '''Task Link'''.  You can use the checkboxes in the '''Show '''column to '''edit''' the '''show/hide status''' of any entry in the form.  Un-checking an entry’s '''Show''' column checkbox '''OFF''' '''hides''' the '''Task Link''' once you’ve clicked the '''OK '''button at the bottom of the form.
  
:c) If the '''Task Link '''is '''shown '''in the snapshot, the checkbox in the '''Show''' column is checked.
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The four (4) columns in the form can be sorted by clicking on the '''column’s header'''.
  
:d) The names and '''Unique ID '''of each pair of '''Predecessor '''and '''Successor''' task/milestones are shown in the form and the last column ('''Source''') tells you if the '''Task Link '''was '''imported''' or created manually.
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Sorting on the '''Show '''column means that you are sorting between checked and unchecked entries.
  
:e) You can use the checkboxes in the '''Show '''column to '''edit''' the '''show/hide status''' of any entry in the form.  Unchecking an entry’s '''Show''' column checkbox '''hides''' the '''Task Link''' once you’ve clicked the '''OK '''button at the bottom of the form.
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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.  Sorting on the '''Source '''column means that you are sorting between '''Imported''' and '''Manual '''entries.
  
:f) The four columns in the form can be sorted by clicking on the '''column’s header'''.
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The three (3) buttons at the bottom of the '''Where Are My Links?''' form are shortcut buttons which operates as follows:
  
::i) Sorting on the '''Show '''column means that you are sorting between checked and unchecked entries.
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:1) '''Use Show/Hide Defaults''': When this button is clicked all '''Task Links''' in the snapshot have their '''properties''' reverted to the '''global''' settings in the '''Chart Properties''' form’s '''Task Links '''tab.
::ii) Sorting on the '''Predecessor''' or '''Successor '''columns means that you are sorting alphanumerically on the contents of the entire field. 
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::iii) Because of the relationship between these two columns, sorting on the '''Predecessor''' column, for example, brings along the corresponding '''Successor''' entry and vice versa.
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::iv) Sorting on the '''Source '''column means that you are sorting between '''Imported''' and '''Manual '''entries.
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:g) The three buttons at the bottom of the '''Where Are My Links?''' form are shortcut buttons which operates as follows:
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:2) '''Show All''': Clicking this button makes all '''Task Links''' visible by setting the entire '''Show '''column’s checkboxes to check '''ON'''.
  
::i) '''Use Show/Hide Defaults''':  When this button is clicked all '''Task Links''' in the snapshot have their properties reverted to the '''global''' settings in the '''PVP''' form’s '''Task Links '''tab.
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:3) '''Hide All''':  Clicking this button '''hides''' all '''Task Links''' by setting the entire '''Show '''column’s checkboxes to unchecked or '''OFF'''.  
::ii) '''Show All''':  Clicking this button makes all '''Task Links''' visible by setting the entire '''Show '''column’s checkboxes to check '''ON'''.
+
::iii) '''Hide All''':  Clicking this button '''hides''' all '''Task Links''' by setting the entire '''Show '''column’s checkboxes to unchecked or '''OFF'''.  
+
  
:h) The contents in the '''Where Are My Links? '''form are specific to each snapshot as '''Task Links '''are '''snapshot-dependent.'''
+
The contents in the '''Where Are My Links? '''form are specific to each snapshot as '''Task Links '''are '''snapshot-dependent.''' Given the Microsoft Project based BlueGrass Project Plan Report - Pro being used here and the set of '''Task Links '''contained and '''shown '''in the '''Where Are My Links? '''form above, the chart looks like this:
  
18) Given the Microsoft Project based BlueGrass Project Plan Report''' '''being used in this document and the set of '''Task Links '''contained and '''shown '''in the '''Where Are My Links? '''form above, the project view looks like this:
+
<center>[[File:P70-19_1_1-70-(3D)-09282020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(3D)-09282020.png</center>-->
  
<center>[[File:P61-0_4_1_7-61-(3D)-06092018.png]]</center>
+
'''Data-driven Task Links '''are '''shown''' in a '''color''' based upon the '''default settings''' established in the distributed '''Template Properties''' forms and carried forward to the '''Chart Properties '''form when this chart is created.  
<center>&lt;P61-0_4_1_7-61-(3D)-06092018.png&gt;</center>
+
  
19) '''Data-driven Task Links '''are '''shown''' in a '''color''' based upon the '''default settings''' established in the distributed '''Template''' forms and carried forward to the '''PVP '''form when this project view is created.  Above the '''Task Links '''are shown in blue.
+
OnePager does its best to position the '''Predecessor '''to '''Successor''' '''connection lines''' to avoid overlapping other graphics.  '''Task Links''' are '''shown '''behind task bars/milestone symbols but in front of task bar/milestone symbol labels.    This positioning of '''Task Links''' in the '''Z-Levels''' can be '''edited'''.  You also have the capability to manually '''select''' individual '''Data-driven Task Links''' and use '''drag and drop''' techniques to route the '''connection lines''' between pairs of task bars/milestone symbols.
  
20) OnePager does its best to position the '''Predecessor '''to '''Successor''' '''connection lines''' to avoid overlapping other graphics. 
+
==Using Task Link Filter Rules==
  
:a) '''Task Links''' are '''shown '''behind task/milestones but in front of task/milestone labels.
+
Since some Microsoft Project '''source plans''' can be fully constrained, that is, have many task bars with '''Predecessor '''data, '''importing all Data-driven Task Links''' can lead to a cluttered chart.  Additionally, '''showing all Data-driven Task Links''' might distract from the goals of your schedule conversation.
  
:b) This positioning can be '''edited'''.
+
===Accessing the Task Link Filter Rules Form===
  
21) You also have the manual capability to select individual '''Data-driven Task Links''' and use '''drag and drop''' techniques to route the '''connection lines''' between pairs of task/milestones.
+
To deal with this, OnePager has a '''Task Link Filtering rule''' capability that allows you to establish '''conditions''' under which '''Data-driven Task Links '''are '''shown''' as described below:
  
===Using Task Link Filter Rules===
+
You have options in the '''Chart Editor''' to '''show''' '''all Data-driven Task Links''', '''show''' only those that meet your specified '''Task Link Filtering rules conditions''' or '''show''' only those '''Task Links''' that you specifically desire to '''show'''.  The '''Task Link Filter Rules '''form is provided for you to '''add''', '''edit''', and '''delete''' your '''Task Link Filter rules''' to control '''showing '''or''' hiding''' of individual '''Task Links'''.  The '''Task Link Filter Rules''' form is accessed by going to the '''Chart Properties''' form’s '''Task Links '''tab and first clicking the '''Use Rules''' radio button in the '''Data-driven Task Links''' control group and then clicking the '''Manage Rules''' button as shown here:
  
22) Since some Microsoft Project '''source plans''' can be fully constrained, that is have many tasks with '''Predecessor '''data, '''importing all Data-driven Task Links''' can lead to a cluttered project view. Additionally, '''showing all Data-driven Task Links''' might distract from the goals of your schedule conversation.
+
<center>[[File:P70-19_1_1-70-(6)-09282020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(6)-09282020.png</center>-->
  
23) To deal with this, OnePager Pro has a '''Task Link Filtering rule''' capability that allows you to establish conditions under which '''Data-driven Task Links '''are '''shown''' as described below:
+
The '''Task Link Filter Rules '''form is shown below:
  
:a) You have options in the '''Project View Editor''' ('''PVE''') to '''show''' '''all Data-driven Task Links''', '''show''' only those that meet your specified '''Task Link Filtering rules''', or '''show''' only those '''Task Links''' that you specifically desire '''shown'''.
+
<center>[[File:P70-19_1_1-70-(7)-10182019.png]]</center>
 +
<!--<center>P70-19_1_1-70-(7)-10182019.png</center>-->
  
:b) The '''Task Link Filter Rules '''form is provided for you to '''add''', '''edit''', and '''delete''' your '''Task Link Filter rules''' to control '''showing '''or''' hiding''' of individual '''Task Links'''. 
+
===Example===
  
:c) The '''Task Link Filter Rules''' form is accessed by going to the '''PVP''' form’s '''Task Links '''tab and first clicking the '''Use Rules''' radio button in the '''Data-Driven Task Links''' control group and then clicking the '''Manage Rules''' button as shown here:
+
To demonstrate this capability, suppose you want to only '''show Data-driven Task Links '''that relate to the '''ADONIS''' and '''MERLIN''' Subcontractor’s activities in the BlueGrass Project Plan Report – Pro chart.  First, the chart with all the '''Data-driven Task Links showing''' looks like this with some adjustment made to '''row height''':  
  
<center>[[File:P61-0_4_1_7-61-(4A)-06272018.png]]</center>
+
<center>[[File:P70-19_1_1-70-(8)-09282020.png]]</center>
<center>&lt;P61-0_4_1_7-61-(4A)-06272018.png&gt;</center>
+
<!--<center>P70-19_1_1-70-(8)-09282020.png</center>-->
  
:d) The '''Task Link Filter Rules '''form is shown below:
+
Next, go to the '''Chart Properties '''form '''Task Links '''tab and first checking the '''Use Rules '''radio button followed by clicking the '''Manage Rules...''' button.  Shown in the form below are the two rules needed to '''filter Data-driven Task Links '''and restrict the '''showing '''of '''Data-driven Task Links '''to only those task/milestone involving the '''ADONIS '''and '''MERLIN''' Subcontractors:
  
<center>[[File:P61-0_4_1_7-61-(5)-06092018.png]]</center>
+
<center>[[File:P70-19_1_1-70-(9)-09282020.png]]</center>
<center>&lt;P61-0_4_1_7-61-(5)-06092018.png&gt;</center>
+
<!--<center>P70-19_1_1-70-(9)-09282020.png</center>-->
  
24) To demonstrate this capability, suppose you want to only '''show Data-driven Task Links '''that relate to the '''ADONIS''' and '''MERLIN''' Subcontractor’s activities in the BlueGrass Project Plan Report – Pro project view.
+
When you click the '''OK''' button on the '''Task Link Filter Rules '''form and click either the '''Apply''' or '''OK '''button on the '''Chart Properties '''form, the resulting chart looks like this with a little adjustment made to '''row height''':
  
:a) First, the project view with all the '''Data-driven Task Links showing''' looks like this with some adjustment made to '''row height''':
+
<center>[[File:P70-19_1_1-70-(10)-09282020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(10)-09282020.png</center>-->
  
<center>[[File:P61-0_4_1_7-61-(5A)-06092018.png]]</center>
+
The chart above is less cluttered and focused on those task bars/milestone symbols (both '''Predecessor''' and '''Successor''') that apply to the two subcontractors of interest. Note further that the individual '''Data-driven Task Link '''manual '''editing''' features are used in the above chart to assure that the '''Data-driven Task Links '''involved show their '''connection line '''routing clearly between '''predecessor''' and '''successor'''. Finally, if you look at the '''Where Are My Links? '''form you can see which entries are '''shown '''and which are '''hidden''':
<center>&lt;P61-0_4_1_7-61-(5A)-06092018.png&gt;</center>
+
  
:b) The create '''Task Link Filter rules''' you need to access the '''Task Link Filter Rules''' form shown above which is done by going to the '''PVP '''form '''Task Links '''tab and first checking the '''Use Rules '''radio button followed by clicking the '''Manage Rules''' button.
+
<center>[[File:P70-19_1_1-70-(11)-10182019.png]]</center>
 +
<!--<center>P70-19_1_1-70-(11)-10182019.png</center>-->
  
:c) As shown in the form below are the two rules needed to '''filter Data-driven Task Links '''and restrict the '''showing '''of '''Data-driven Task Links '''to only those task/milestones involving the '''ADONIS '''and '''MERLIN''' Subcontractors:
+
===Globally Editing With Task Link Filter Rules===
  
<center>[[File:P61-0_4_1_7-61-(5B)-06092018.png]]</center>
+
====In the Template Properties Form====
<center>&lt;P61-0_4_1_7-61-(5B)-06092018.png&gt;</center>
+
  
:d) When you click the '''OK''' button on the '''Task Link Filter Rules '''form and click either the '''Apply''' or '''OK '''button on the '''PVP '''form, the resulting project view looks like this with a little adjustment made to '''row height''':
+
You can establish '''Task Link '''properties in the '''Template Properties '''form’s '''Task Links '''tab as mentioned above.  These '''Task Link '''properties are applied to all charts created with the '''Template'''.  What is important to note with OnePager is that you have the option in the '''Template Properties '''form’s '''Task Link '''tab to define '''Task Link Filter rules''' prior to creating any chart.  As long as the defined '''Task Link Filter rules '''remain defined in the '''Template Properties''' form, these rules are always applied as the chart is initially created. 
  
<center>[[File:P61-0_4_1_7-61-(5C)-06092018.png]]</center>
+
A sample '''Template Properties''' form with defined '''Task Link Filter rules''' is shown below:
<center>&lt;P61-0_4_1_7-61-(5C)-06092018.png&gt;</center>
+
  
:e) The project view above is less cluttered and focused on those tasks/milestones (both '''Predecessor''' and '''Successor''') that apply to the two subcontractors of interest.
+
<center>[[File:P70-19_1_1-70-(12)-09282020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(12)-09282020.png</center>-->
  
:f) Note further that the individual '''Data-driven Task Link '''manual '''editing''' features are used in the above project view to assure that the '''Data-driven Task Links '''involved show their '''connection line '''routing clearly between '''predecessor''' and '''successor'''.
+
To access the '''Task Link Filter Rules '''form, the '''Import predecessors''' checkbox must be checked '''ON''', and the '''Use Rules''' radio button selected.  This enables the '''Manage Rules…''' button so you can click it and access the '''Task Link Filter Rules''' form.  Use the '''Add Rules''', '''Copy Rule(s)''', and '''Delete Rules(s) '''buttons to create and manage your rule entries.  Any Microsoft Project '''field imported''' by OnePager Pro can be used in the '''Field '''column of the above form.
  
:g) Finally, if you look at the '''Where Are My Links? '''form you can see which entries are '''shown '''and which are '''hidden''':
+
The '''Operator''' and '''Value '''columns are tailored to the type of the '''Field '''column''' '''selection and the dropdowns are provided accordingly. 
  
<center>[[File:P61-0_4_1_7-61-(5D)-06092018.png]]</center>
+
The '''Applies to '''column lets you select if you want the '''rule''' to apply to only '''Predecessor''' task/milestone shapes, '''Successor '''task/milestones''', '''or '''both'''.
<center>&lt;P61-0_4_1_7-61-(5D)-06092018.png&gt;</center>
+
  
===Globally Editing Task Links===
+
The '''Show task links when: '''set of radio buttons allow you to establish either an '''OR''' relationship between the active '''Task Link Filter rules''' or an '''AND''' relationship between the rules. 
  
'''In the Template Form'''
+
This operates the same as with the '''Conditional Import Rules''' form.  When you have the '''rules '''defined, click the '''OK '''button on the '''Task Link Filter Rules''' form and the '''Save and use''' button on the '''Template''' form to '''save''' the '''rules''' and other '''Template Properties '''form settings.  When this '''Template Properties '''form is used to create a chart, the settings pertaining to '''Task Links '''are incorporated into the '''Chart Properties '''form of the chart and can be refined once the chart is created as noted in the next section.
  
25) You can establish '''Task Link '''properties in the '''Template '''form’s '''Task Links '''tab as mentioned above.  These '''Task Link '''properties are applied to all project views created with the '''Template'''. 
+
====In the Chart Properties Form====
  
:a) What is important to note with OnePager Pro is that you have the option in the '''Template '''form’s '''Task Link '''tab to define '''Task Link Filter rules''' prior to creating any project view.
+
As mentioned above, the '''Chart Properties '''form takes its initial '''Task Link '''settings from the '''Template Properties '''form used to create the initial chart.  '''Task Link property''' settings can be '''edited''' at any time after the chart is created by accessing the '''Chart Properties''' form’s '''Task Links '''tab and making the setting '''edits''' desired.  Once the '''edits''' are '''applied''', they are incorporated into the chart.
  
:b) As long as the defined '''Task Link Filter rules '''remain defined in the '''Template''' form, these rules are always applied as the project view is initially created.   
+
This also applies to '''Task Link Filter rules'''.  '''Task Link Filtering''' is applied to the chart when it is created if the '''Template Properties '''form’s '''Task Links '''tab was set up with '''Task Link Filtering rules'''.  Once the chart is created you can access the '''Chart Properties '''form’s '''Task Link '''tab and '''edit''' any '''Task Link Filtering rules'''When you make such an '''edit''', click '''OK''' in the '''Chart Properties '''form’s '''Task Link Filter Rules''' form and click '''Apply''' or '''OK '''in the '''Chart Properties '''form.  OnePager goes back to the '''source plan''' and '''re-imports''' the '''source plan’s Predecessor '''information and applies the '''Task Link Filter rules '''from the '''Chart Properties '''form.  If you '''edit''' '''Task Link Filter rules''' in the '''Chart Properties '''form’s '''Task Link '''tab, the modified '''Task Link Filer rules''' remain in effect for each subsequent snapshot created for the chart.  As with any other settings in the '''Chart Properties '''form you can '''edit''' the settings in the '''Task Links''' tab without impacting the settings made to the original '''Template Properties '''form.
  
:c) A sample '''Template''' form with defined '''Task Link Filter rules''' is shown below:
+
For more detailed information on '''Task Link Filter rules''', please see the article at: [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro for Version 7.0 | Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro]] <!--19.2.1-70-->
  
<center>[[File:P61-0_4_1_7-61-(6)-06122018.png]]</center>
+
==Thinking About Showing and Hiding Data-Driven Task Links==
<center>&lt;P61-0_4_1_7-61-(6)-06122018.png&gt;</center>
+
  
26) To access the '''Task Link Filter Rules '''form, the '''Import predecessors''' checkbox must be checked '''ON''', and the '''Use Rules''' radio button selected.  This enables the '''Manage Rules…''' button so you can click it and access the '''Task Link Filter Rules''' form.
+
There are five (5) operational considerations to keep in mind when '''showing''' '''Task Links''' using the '''Data-driven Task Link''' feature.  
  
27) Use the '''Add Rules''', '''Copy Rule(s)''', and '''Delete Rules(s) '''buttons to create and manage your rule entries.
+
===The Default Setting is OFF===
  
28) Any Microsoft Project '''field imported''' by OnePager Pro can be used in the '''Field '''column of the above form.
+
The feature is '''by default''' turned '''OFF''' in all OnePager distributed '''Template Properties''' forms and must be specifically turned '''ON''' for the feature to operate.  The '''Import predecessors''' checkbox in the '''Data-driven Task Links''' control group shown in the '''Template Properties '''form’s '''Task Link '''tab is for this purpose.
  
:a) The '''Operator''' and '''Value '''columns are tailored to the type of the '''Field '''column''' '''selection and the dropdowns are provided accordingly. 
+
===When to Turn the Feature ON or OFF===
  
:b) The '''Applies to '''column lets you select if you want the '''rule''' to apply to only '''Predecessor''' task/milestones, '''Successor '''task/milestones''', '''or '''both'''.
+
Your decision to turn the feature '''ON''' or '''OFF''' can be made before or after charts are created and even after several snapshots are added.
  
29) The '''Show task links when: '''set of radio buttons allow you to establish either an '''OR''' relationship between the active '''Task Link Filter rules''' or an '''AND''' relationship between the rules.  This operates the same as with the '''Conditional Import Rules''' form.
+
===Task Links are Snapshot-Dependent===
  
30) When you have the '''rules '''defined, click the '''OK '''button on the '''Task Link Filter Rules''' form and the '''Save and use''' button on the '''Template''' form to '''save''' the '''rules''' and other '''Template '''form settings.
+
'''Data-driven Task Links''' and manual '''Task Links '''are '''snapshot-dependent'''.  Formatting of '''Task Links '''is consistent across all snapshots, but you do have the ability to '''show '''or''' hide''' individual '''Task Links''' differently between snapshots.
  
31) When this '''Template '''form is used to create a project view, the settings pertaining to '''Task Links '''are incorporated into the '''Project-View Properties '''form of the project view and can be refined once the project view is created as noted in the next section. 
+
===Import Conventions===
  
'''In the Project-View Properties Form'''
+
For '''Data-driven Task Links''' to '''show''', both the '''predecessor '''and''' successor''' tasks/milestones must be '''imported''' and at least partially within the chart’s '''Start/Finish Dates boundaries'''.  OnePager '''shows''' '''Data-driven Task Links''' between task bars that are partially visible in the chart.  OnePager also '''shows Data-driven Task Links '''to off-page task bars/milestone symbols as long as one of the pair of '''predecessor/successor''' tasks/milestones '''imported '''is within the chart’s '''Start/Finish Dates boundaries'''.
  
32) As mentioned above, the '''PVP '''form takes its initial '''Task Link '''settings from the '''Template '''form used to create the initial project view.
+
===OnePager Does Not Handle Lag Times===
  
33) '''Task Link '''property settings can be '''edited''' at any time after the project view is created by accessing the '''PVP''' form’s '''Task Links '''tab and making the setting '''edits''' desired.  Once the '''edits''' are '''applied''', they are incorporated into the project view.
+
Please note that '''lag times''' which can be included in Microsoft Project '''Predecessor field '''data do not change the appearance of '''Data-driven Task Link '''visualizations.
  
34) This also applies to '''Task Link Filter rules'''.  '''Task Link Filtering''' is applied to the project view when it is created if the '''Template '''form’s '''Task Links '''tab was set up with '''Task Link Filtering rules'''. 
+
==Editing Data-Driven Task Links With the Task Links Properties Form==
  
:a) Once the project view is created you can access the '''PVP '''form’s '''Task Link '''tab and '''edit''' any '''Task Link Filtering rules'''.
+
Discussed above was an overview of '''editing Data-driven Task Links''' globally using the '''Template Properties''' or '''Chart Properties''' forms.  Individual '''Data-driven Task Links''' can be '''edited''' in the '''Chart Editor''' by first '''selecting''' the '''Data-driven Task Link''' with a right click to access the '''task Link''' right-click '''context menu''' and then clicking the '''Properties...''' command as shown below;
  
:b) When you make such an '''edit''', click '''OK''' in the '''PVP '''form’s '''Task Link Filter Rules''' form and click '''Apply''' or '''OK '''in the '''PVP '''form. OnePager goes back to the '''source plan''' and '''reimports''' the '''source plan’s Predecessor '''information and applies the '''Task Link Filter rules '''from the '''PVP '''form.
+
<center>[[File:P70-19_1_1-70-(12A)-09282020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(12A)-09282020.png</center>-->
  
:c) If you '''edit''' '''Task Link Filter rules''' in the '''PVP '''form’s '''Task Link '''tab, the modified '''Task Link Filer rules''' remain in effect for each subsequent snapshot created for the project view.
+
The '''Task Link Properties''' form is discussed below along with the methods available for '''selecting Task Links''' for '''editing'''.  The controls in for '''editing Task Links''' globally with the '''Template Properties''' and '''Chart Properties''' forms and '''editing individual Task Links''' with the '''Task Link Properties''' form are the same.
  
35) As with any other settings in the '''PVP '''form you can '''edit''' the settings in the '''Task Links''' tab without impacting the settings made to the original '''Template '''form.
+
For more information on '''editing task links with the Chart Properties form''', please see this article 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-->
  
===Showing and Hiding Data-Driven Task Links===
+
===The Task Link Properties Form===
  
36) There are four (4) operational considerations to keep in mind when '''showing''' '''Task Links''' using the '''Data-driven Task Link''' feature:
+
Once '''Data-driven Task Links''' are '''imported '''and '''shown'''. they can individually be '''selected''' and '''edited''' as mentioned earlier with a combination of the right-click to access the '''task Link''' right-click '''context menu''' and a click on the '''Properties … '''command to access the''' Task Link Properties '''form shown below:
  
:(1) The capability is '''by default''' turned '''OFF''' in all OnePager distributed '''Templates''' and must be specifically turned '''ON''' for the feature to operate. The '''Import predecessors''' checkbox in the '''Data-Driven Task Links''' control group shown in the '''Template '''form’s '''Task Link '''tab is for this purpose.
+
<center>[[File:P70-19_1_1-70-(13)-09292020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(13)-09292020.png</center>-->
  
:(2) Your decision to turn the feature '''ON''' or '''OFF''' can be made before or after project views are created and even after several snapshots are added.
+
The '''Task Links Properties''' form contains the same controls for '''editing Task Links''' as shown above in the '''Template Properties''' and '''Chart Properties''' forms.  When '''edits''' are made in the '''Task Links Properties''' form and the '''OK''' button at the bottom of the for is clicked, the '''edits''' are applied to the '''selected Task Links''' only.  When you do this, the '''selected and edited Task Links''' are considered '''mavericks''' and the rules for snapshot-dependency applies.  You can restore a '''maverick Task Link(s) later by '''selecting''' them and clicking the '''Use Format Defaults''' button at the bottom of the '''Task Link Properties''' form and clicking '''OK'''.
  
:(3) '''Data-driven Task Links''' and manual '''Task Links '''are '''snapshot-dependent'''. Formatting of '''Task Links '''is consistent across all snapshots, but you do have the ability to '''show '''or''' hide Task Links''' differently between snapshots.
+
===Selecting and Re-Positioning Individual Task Links===
  
:(4) For '''Data-driven Task Links''' to '''show''' both the '''predecessor '''and''' successor''' task/milestones must be '''imported''' and at least partially within the project view’s '''Start/Finish Dates boundaries'''
+
You can individually '''select''' a '''Data-driven Task Link''' which, depending on its '''connection line '''routing, displays '''green''' and/or '''yellow grab points''' for your mouse.  The '''green grab points''' are '''Begin '''and '''End point shapes''' for the '''Task Link ''' and the '''yellow grab points''' are points where you can use your mouse to '''drag and drop''' the '''connection line''' as shown here:
  
::i) OnePager Pro '''shows''' '''Data-driven Task Links''' between tasks that are partially visible in the project view.
+
<center>[[File:P70-19_1_1-70-(14)-09292020.png]]</center>
::ii) OnePager Pro also '''shows Data-driven Task Links '''to off-page task/milestones as long as one of the pair of '''predecessor/successor''' task/milestones '''imported '''is within the project view’s '''Start/Finish Dates boundaries'''.
+
<!--<center>P70-19_1_1-70-(14)-09292020.png</center>-->
  
37) Please note that '''lag times''' which can be included in Microsoft Project '''Predecessor field '''data do not change the appearance of '''data-driven Task Link '''visualizations.
+
Using the '''yellow grab points''' you can make manual adjustments to the '''connection line '''routing of a '''Data-driven Task Link '''as demonstrated below:
  
===Editing Data-Driven Task Links===
+
<center>[[File:P70-19_1_1-70-(15)-09292020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(15)-09292020.png</center>-->
  
38) Once '''Data-driven Task Links''' are '''imported '''and '''shown''' they can individually be selected and '''edited''' as mentioned earlier with a combination of the left-click to select, right-click to access the '''context menu''', and a click on the '''Properties … '''command to access the''' Task Link Properties '''form shown below:
+
The '''green grab points''' are used to re-position the '''Begin '''and '''End point shapes''' of the '''Data-driven Task Link '''on its '''Predecessor '''or '''Successor '''task bar/milestone symbol as shown below:
  
<center>[[File:P61-0_4_1_7-61-(3F)-06092018.png]]</center>
+
<center>[[File:P70-19_1_1-70-(16)-09292020.png]]</center>
<center>&lt;P61-0_4_1_7-61-(3F)-06092018.png&gt;</center>
+
<!--<center>P70-19_1_1-70-(16)-09292020.png</center>-->
  
39) Further, you can individually select a '''Data-driven Task Link''' which, depending on its '''connection line '''routing, displays '''green''' and/or '''yellow grab points''' for your mouse. 
+
Making these and other manual '''edits''' to an individual '''Task Link '''makes the '''Task Link '''a '''maverick'''. As shown in the '''Task Link Properties '''form above, a '''maverick Task Link''' can be restored to the default settings in the '''Chart Properties '''form by clicking the '''Use Format Defaults '''button provided in the form.
 
+
:a) The '''green grab points''' are '''Begin '''and '''End point shapes''' for the '''Task Link ''' and the '''yellow grab points''' are points where you can use your mouse to '''drag and drop''' the '''connection line''' as shown here:
+
 
+
<center>[[File:P61-0_4_1_7-61-(6A)-06122018.png]]</center>
+
<center>&lt;P61-0_4_1_7-61-(6A)-06122018.png&gt;</center>
+
 
+
:b) Using the '''yellow grab points''' you can make manual adjustments to the '''connection line '''routing of a '''Data-driven Task Link '''as demonstrated below:
+
 
+
<center>[[File:P61-0_4_1_7-61-(6B)-06122018.png]]</center>
+
<center>&lt;P61-0_4_1_7-61-(6B)-06122018.png&gt;</center>
+
 
+
:c) The '''green grab points''' are used to reposition the '''Begin '''and '''End point shapes''' of the '''Data-driven Task Link '''on its '''Predecessor '''or '''Successor '''task/milestone as shown below:
+
 
+
<center>[[File:P61-0_4_1_7-61-(6C)-06122018.png]]</center>
+
<center>&lt;P61-0_4_1_7-61-(6C)-06122018.png&gt;</center>
+
 
+
40) Making these and other manual '''edits''' to an individual '''Task Link '''makes the '''Task Link '''a '''maverick'''.
+
 
+
41) As shown in the '''Task Link Properties '''form above, a '''mavericked Link''' can be restored to the default settings in the '''PVP '''form by clicking the '''Use Format Defaults '''button provided in the form.
+
  
 
===Selecting Multiple Task Links===
 
===Selecting Multiple Task Links===
  
42) You can use your mouse to select multiple '''Task Links''' for '''editing''' using the same procedures as used to select multiple '''task/milestones''', '''Rows''',''' Swimlanes''', and '''Time Axis Level Cells''' by combining the pointing of your mouse to the '''Task Link '''in combination with the '''CTL+Left-Click'''.  The '''SHIFT+Left-Click''' operation is '''not enabled''' for selecting '''Task Links'''.
+
You can use your mouse to '''select multiple Task Links''' for '''editing''' using the same procedures as used to select multiple '''task bars/milestone symbols''', '''Rows''',''' Swimlanes''', and '''Time Axis Level Cells''' by combining the pointing of your mouse to the '''Task Link '''in combination with the '''CTL+Left-Click'''.  The '''SHIFT+Left-Click''' operation is '''not enabled''' for selecting '''Task Links'''. The '''CTL+Left-Click''' technique is recommended if you want to '''edit''' the '''Task Link properties''' of multiple (but not all) '''Task Links''' such as their '''connection line color''', '''arrow head shape''', or '''connection line dash type''', for example. 
  
43) This technique is recommended if you want to '''edit''' the '''Task Link properties''' of multiple (but not all) '''Task Links''' such as their '''connection line color''', '''arrow head shape''', or '''connection line dash type''', for example.
+
Since '''Task Link connection lines''' are generally not configured or routed the same, it is not possible to '''select multiple Task Links''' and use the '''drag and drop method''' on the '''connection lines''' to reroute them manually.  As an example, suppose you have the BlueGrass Project Plan Report – Pro chart with all '''Data-driven Task Links showing''' as illustrated above.  Using your mouse with the '''CTL+Left-Click''' selects several '''Data-driven Task Links'''.
  
44) Since '''Task Link connection lines''' are generally not configured or routed the same, it is not possible to select '''multiple Task Links''' and use the '''drag and drop method''' on the '''connection lines''' to reroute them manually.
+
When the first '''Task Link '''is selected, it is '''highlighted''' with '''green grab points''' at the '''Begin '''and '''End point shapes''' and '''yellow grab points''' along the '''connection line''' if the routing has multiple corners. When you '''select''' the second, third, and so on '''Task Link''' using this method, the '''selected multiple Task Links''' are '''highlighted''' with only '''green grab points''' as shown below:
  
45) As an example, suppose you have the BlueGrass Project Plan Report – Pro project view with all '''Data-driven Task Links showing''' as illustrated above.
+
<center>[[File:P70-19_1_1-70-(17)-09292020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(17)-09292020.png</center>-->
  
:a) Using your mouse with the '''CTL+Left-Click''' selects several '''Data-driven Task Links'''.
+
When '''multiple Task Links''' are '''selected''' they cannot be '''re-positioned''' although you can access the '''Task Link''' right-click '''context menu''' and use this '''context menu's''' commands that apply to all '''selected multiple Task Links'''.  When '''multiple Task Links''' are '''selected''' and one or more are '''mavericks''', meaning that their '''properties''' differ, if you access the '''Task Link Properties''' form, the content windows and setting in the form appear '''null''' where there are different settings among the '''selected multiple Task Links'''.  Making any '''edits''' to the '''selected multiple Task Links''' applies the '''edit''' to all '''selected Task Links'''.
  
:b) When the first '''Task Link '''is selected, it is highlighted with '''green grab points''' at the '''Begin '''and '''End point shapes''' and '''yellow grab points''' along the '''connection line''' if the routing has multiple corners.
+
===The Task Link Right-Click Context Menu===
  
:c) When you select the second, third, and so on '''Task Link''' using this method, the selected '''Task Links''' are highlighted with only '''green grab points''' as shown below:
+
To '''edit''' '''selected Task Links''', right-click on any of the '''Task Links''' to access the '''task Link''' right-click '''context menu '''and click on the desired command as shown here:
  
<center>[[File:P61-0_4_1_7-61-(3K)-06092018.png]]</center>
+
<center>[[File:P70-19_1_1-70-(18)-09292020.png]]</center>
<center>&lt;P61-0_4_1_7-61-(3K)-06092018.png&gt;</center>
+
<!--<center>P70-19_1_1-70-(18)-09292020.png</center>-->
  
:d) To begin the '''edit''' process on the selected '''Task Links''', right-click on any of the selected '''Task Links''' to access the '''context menu '''and click on the desired command as shown here:
+
====Properties ... Command====
  
<center>[[File:P61-0_4_1_7-61-(3L)-06092018.png]]</center>
+
If you click the '''Properties … '''command, the '''Task Link Properties '''form appears as shown here:
<center>&lt;P61-0_4_1_7-61-(3L)-06092018.png&gt;</center>
+
  
:e) If you select the '''Properties … '''command, the '''Task Link Properties '''form appears as shown here:
+
<center>[[File:P70-19_1_1-70-(19)-09292020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(19)-09292020.png</center>-->
  
<center>[[File:P61-0_4_1_7-61-(3M)-06092018.png]]</center>
+
To complete the example, you can '''edit''' the '''Color: '''dropdown in the '''Line''' '''Style '''sub-group to red and click '''OK''' on the form and get the result shown below:
<center>&lt;P61-0_4_1_7-61-(3M)-06092018.png&gt;</center>
+
  
:f) To complete the example, you can '''edit''' the '''Color: '''dropdown in the '''Line''' '''Style '''sub-group to red and click '''OK''' on the form and get the result shown below:
+
<center>[[File:P70-19_1_1-70-(20)-09292020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(20)-09292020.png</center>-->
  
<center>[[File:P61-0_4_1_7-61-(3N)-06092018.png]]</center>
+
====Hide Commands====
<center>&lt;P61-0_4_1_7-61-(3N)-06092018.png&gt;</center>
+
  
:g) After completing the '''edit''' operation above, the selected '''Task Links '''remain selected in case you want to make more '''edits'''.  Clicking anywhere in open space deactivates the selections.
+
The '''task Link''' right-click '''context menu Hide''' command permits you to '''hide''' the '''Task Link''' in either '''At this snapshot''' or '''At all snapshots'''.  The '''Hide''' command as used with '''Task Links''' operates the same way as with '''Free boxes'''.  
  
46) Using this technique, you can select multiple '''Data-driven Task Links '''as well as manual '''Task Links''' in one multiple selection operation and perform '''edits''' on all selected '''Task Links'''.
+
====Order Commands====
  
47) Making any formatting '''edits''' to '''Task Links '''either singly or in a multiple selection operation makes them '''Task Links mavericks'''.
+
The '''Order''' command permits you to '''order''' the '''Task Link''' within the '''Z-Levels''' in a manner similar to how '''Free boxes''' and '''Comment boxes''' are '''ordered''' in the chart.  As with '''Order''' commands used throughout OnePager, there are four (4) options available:  '''Bring to front'''. '''Send to back''', '''Bring forward''', and '''Send backward'''.
  
48) You can restore multiply selected '''Task Links '''back to their default formatting by accessing the '''Task Links Properties '''form shown above and clicking the '''Use Format Defaults '''button followed by clicking the '''OK '''button.
+
====Put in all Snapshots Command====
  
===The Selecting all Task Links Command in the Home Ribbon===
+
The '''Put in all snapshots''' command also operates in the same way as the corresponding commands for the '''Free box''' and the '''Comment box'''.
  
49) There is a feature available for you to select '''all''' '''Task Links''' '''shown''' in the project view.  It involves using the OnePager Pro ribbon’s '''Home '''tab as follows:
+
====After Completing Edits Using the Task Link Right-Click Context Menu====
  
:a) To select all '''Task Links '''('''data-driven''' and manual) in one operation go to the OnePager Pro ribbon’s '''Home '''tab in the '''Editing''' group and click the '''Select all''' dropdown and then click the '''Task Links '''option as shown below:
+
After completing the '''edit''' operation above, the '''selected Task Links '''remain selected in case you want to make more '''edits'''.  Clicking anywhere in open space '''disables''' the selections.  Using this technique, you can '''select multiple Data-driven Task Links '''as well as manual '''Task Links''' in one '''multiple selection operation''' and perform '''edits''' on '''all selected Task Links'''.  Making any formatting '''edits''' to '''Task Links '''either singly or in a multiple selection operation makes them '''Task Links mavericks'''.  You can restore multiply selected '''Task Links '''back to their default formatting by accessing the '''Task Links Properties '''form shown above and clicking the '''Use Format Defaults '''button followed by clicking the '''OK '''button.
  
<center>[[File:P61-0_4_1_7-61-(3J)-06092018.png]]</center>
+
===The Select all Task Links Command in the Home Ribbon Tool Bar Tab===
<center>&lt;P61-0_4_1_7-61-(3J)-06092018.png&gt;</center>
+
  
:b) This action highlights (selects) all visible '''Task Links'''.  If you right-click on any selected '''Task Link''' to access the '''context menu '''(depending on the '''Task Link '''type you right-clicked), you can access the '''Task Link Properties '''form and '''edit''' all the selected '''Task Link''' formats in one operation or used the commands in the '''context menu'''.
+
There is a feature available for you to select '''all''' '''Task Links''' '''shown''' in the chart.  This handy feature uses the OnePager Pro '''Home''' ribbon tool bar tab.  To '''select all Task Links '''('''data-driven''' and manual) in one operation, go to the OnePager Pro '''Home''' ribbon tool bar tab in the '''Editing''' group and click the '''Select all''' dropdown and then click the '''Task Links '''option as shown below:
  
===Using the Right-Click on the Data-Driven Task Link Context Menu===
+
<center>[[File:P70-19_1_1-70-(21)-10182019.png]]</center>
 +
<!--<center>P70-19_1_1-70-(21)-10182019.png</center>-->
  
50) You can use a mouse right-click on a '''Data-driven Task Link''' to access its '''context menu''' as shown here:
+
This action highlights ('''selects''') all visible '''Task Links'''.  If you right-click on any '''selected Task Link''' to access the '''Task Link''' right-click '''context menu '''(depending on the '''Task Link '''type you right-clicked), you can access the '''Task Link Properties '''form and '''edit all the selected Task Link''' in one operation or used the commands in the '''Task Link''' right-click '''context menu'''.
  
<center>[[File:P61-0_4_1_7-61-(3E)-06092018.png]]</center>
+
==Task Links and Virtual Summary Tasks==
<center>&lt;P61-0_4_1_7-61-(3E)-06092018.png&gt;</center>
+
  
:a) '''Data-driven Task Links '''can be '''hidden''' in the current snapshot or all snapshots.
+
As a review, a '''Virtual Summary Task''' ('''VST''') is a summary task bar  created by OnePager that does not exist in a Microsoft Project '''source plan'''.  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.  
  
:b) '''Data-driven Task Links''' cannot be '''deleted''' as they are created from Microsoft Project '''source plan '''data.
+
For more information on creating and using the '''VST '''feature, please see the article at:  [[Creating and Managing Virtual Summary Tasks&nbsp;for Version 7.0 | Creating and Managing Virtual Summary Tasks]] <!--18.0.1-70--> 
  
:c) The '''Order''' command functions the same for '''Task Links '''as for other objects in the project view.
+
When OnePager creates a '''VST''', it computes the '''Start''' and '''End Dates''' of a '''VST''' as its constituent task bars dates change from snapshot to snapshot.  It also constructs '''Baselines''', '''Percent Complete Bars''', and '''Critical Path Segments''' for task bars being summarized.  When '''Task Links''' exist on constituent task bars (whether manual or '''Data-driven Task Links'''), and those constituent task bars are turned into a '''VST''', the '''Task Links''' become '''hidden'''.  Upon '''Unmaking '''the '''VST''', the '''Task Links '''are again '''shown '''with their constituent task bars.  When '''Task Links '''are added to a '''VST '''(which can only be done with manual '''Task Links'''), and that '''VST '''is then broken up (i.e., '''unmade'''), the manual '''Task Links '''previously created are '''deleted permanently'''.
  
:d) Clicking the '''Properties … '''command accesses the '''Task Links Properties '''form as shown below so that you can '''edit''' the properties of individual or multiple selected '''Task Links''':
+
==Task Links and Absorbing Tasks==
  
<center>[[File:P61-0_4_1_7-61-(3F)-06092018.png]]</center>
+
A review of the OnePager  '''Absorption''' feature is provided here.  The idea is to '''absorb''' one task bar or milestone symbol into another task bar or milestone symbol, leaving behind a '''Comment box''' (or perhaps several '''Comment boxes''') to indicate the presence of the '''Absorbed''' task bars/milestone symbols.
<center>&lt;P61-0_4_1_7-61-(3F)-06092018.png&gt;</center>
+
  
:e) When a '''Data-driven Task Link’s '''formatting''' '''is '''edited''' it becomes a '''mavericked Data-driven Task Link'''.
+
For more information on '''Absorbing task bar'''. please see the article at:  [[Absorbing one task into another for Version 7.0 | Absorbing one task into another]] <!--17.0.1-70-->
  
===Task Links and Virtual Summary Tasks===
+
In addition, to properly use the function, there are two control options found in the '''Template Properties''' and '''Chart Properties''' form at the '''Advanced '''tab in the '''Display options''' group of controls called '''Allow absorption''' and '''Show absorbed dates''' checkboxes as shown below: 
  
51) As a bit of a review, a '''Virtual Summary Task''' ('''VST''') is a summary task created by OnePager that does not exist in a Microsoft Project '''source plan'''. It represents the '''Start date''' and '''End date''' of two or more constituent tasks or milestones.  In this respect the '''VST''' is a OnePager '''Summary''' task.  
+
<center>[[File:P70-19_1_1-70-(22)-09292020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(22)-09292020.png</center>-->
  
:a) OnePager computes the '''Start''' and '''End Dates''' of a '''VST''' as its constituent tasks dates change from snapshot to snapshot. It also constructs '''Baselines''', '''Percent Complete Bars''', and '''Critical Path Segments''' for tasks being summarized.
+
The '''Allow absorption''' checkbox must be checked '''ON''' for the '''absorb '''feature to operate. The '''Show absorbed dates''' checkbox tells OnePager to access the '''Absorption Options''' form so you can select where to attach the '''replacement Comment box''': '''At end date''', '''At start date''', or '''At both start and end date'''.
 +
 
 +
For more information on the '''Advanced tab's controls''', please see the article at:  [[Advanced Tab for OnePager Pro for Version 7.0 | Advanced Tab for OnePager Pro]] <!--21.13.1-70-->
  
:b) Details on creating and using the '''VST '''feature can be found at this article: [[Creating and Managing Virtual Summary Tasks&nbsp;for Version 7.0 | Creating and Managing Virtual Summary Tasks]]. 18.0.1-70
+
When '''Task Links''' exist on constituent task bars/milestone symbols being '''Absorbed '''(whether manual or '''Data-driven Task Links'''), their '''Task Links''' become '''hidden'''.  Upon '''Unabsorbing '''the constituent task bars/milestone symbols, the '''Task Links '''are again '''shown '''with their constituent task bars. Any '''Task Links''' that are attached to the task bars/milestone symbols receiving the '''Absorbed '''task bars/milestone symbols remain '''showing'''.
  
52) When '''Task Links''' exist on constituent tasks (whether manual or '''Data-driven Task Links'''), and those constituent tasks are turned into a '''VST''', the '''Task Links''' become '''hidden'''. Upon '''Unmaking '''the '''VST''', the '''Task Links '''are again '''shown '''with their constituent tasks.
+
When the '''Unabsorb task''' command is executed, the '''Task Links''' on the task bar/milestone symbols receiving the '''Absorbed''' task bars/milestone symbols remain '''showing.'''  When '''Task Links '''are added to a task bar/milestone symbol that was '''Absorbed into '''(which can only be done with manual '''Task Links'''), and that '''Absorbed '''task bar/milestone symbol construct''' '''is later broken down (i.e., using the''' Unabsorb task '''command), the manual '''Task Links '''previously created on the '''Absorbed into '''task bar/milestone symbol '''remains showing'''. It is not possible to add a manual '''Task Link''' to a constituent task bar/milestone symbol that was '''Absorbed''' because that '''absorbed''' task bar/milestone symbol are only represented by a '''Comment Box''' after the '''Absorb function''' is complete.
  
53) When '''Task Links '''are added to a '''VST '''(which can only be done with manual '''Task Links'''), and that '''VST '''is then broken up (i.e., '''unmade'''), the manual '''Task Links '''previously created are '''deleted permanently'''.
+
==Changes to Task Links when Moving Task/Milestones, Rows, or Swimlanes ==
  
===Task Links and Absorbing Tasks===
+
You have the capability when '''editing''' the chart to move task bars/milestone symbols up or down from '''Row''' to '''Row''' as well as to move '''Rows''' and '''Swimlanes''' with their respective content of task bars/milestone symbols up or down in the chart.  When you make any of these three '''edits''', '''Data-driven''' and manual '''Task Links''' that are '''showing''' have their '''Task Link connection line''' geometry changed to retain the properties of the individual '''Task Links''' involved.  Given the portion of a chart with '''Data-driven Task Links showing''', what follows are three examples of how the chart changes when task bars/milestone symbols, row, and swimlanes are moved.
  
54) A review on '''Absorption '''is provided here. The idea is to '''absorb''' one task or milestone into another task or milestone, leaving behind a '''Comment Box''' (or perhaps several '''Comment Boxes''') to indicate the presence of the '''Absorbed''' task/milestones.
+
===Original Chart with Task Links===
  
:a) Please see the article at: [[Absorbing one task into another for Version 7.0 | Absorbing one task into another]] 17.0.1-70 for instructions on how to perform the '''absorption '''function.
+
Here is the chart before any task bars/milestone symbols, rows, or swimlanes are moved:
  
:b) In addition, to properly use the function, there are two control options found in the '''Template/Project-View Properties''' form at the '''Advanced '''tab in the '''Display options''' group of controls called '''Allow absorption''' and '''Show absorbed dates''' checkboxes.
+
<center>[[File:P70-19_1_1-70-(23)-09292020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(23)-09292020.png</center>-->
  
::i) The '''Allow absorption''' checkbox must be checked '''ON''' for the '''absorb '''feature to operate. 
+
===Task Links After A Task Is Moved Downward===
::ii) Please see the descriptions for these controls at the '''Display Options''' section of this article:  [[Advanced Tab for OnePager Pro for Version 7.0 | Advanced Tab for OnePager Pro]]. 21.13.1-70
+
  
55) When '''Task Links''' exist on constituent task/milestones being '''Absorbed '''(whether manual or '''Data-driven Task Links'''), their '''Task Links''' become '''hidden'''. Upon '''Unabsorbing '''the constituent task/milestones, the '''Task Links '''are again '''shown '''with their constituent tasks.
+
After moving the '''Create Working Plans''' task bar to the bottom row of the chart above, the result looks like this:
  
56) Any '''Task Links''' that are attached to the task/milestones receiving the '''Absorbed '''task/milestones remain '''showing'''. When the '''Unabsorb task''' command is executed, the '''Task Links''' on the task/milestones receiving the '''Absorbed''' task/milestones remain '''showing.'''
+
<center>[[File:P70-19_1_1-70-(24)-09292020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(24)-09292020.png</center>-->
  
57) When '''Task Links '''are added to a task/milestone that was '''Absorbed into '''(which can only be done with manual '''Task Links'''), and that '''Absorbed '''task/milestone construct''' '''is later broken down (i.e., using the''' Unabsorb task '''command), the manual '''Task Links '''previously created on the '''Absorbed into '''task/milestone '''remains showing'''.
+
===Task Links After a Row is Moved Downward===
  
58) As has always been the case, It is not possible to add a manual '''Task Link''' to a constituent task/milestone that was '''Absorbed''' because that '''absorbed''' task/milestone are only represented by a '''Comment Box''' after the '''Absorb function''' is complete.
+
Starting from the original chart, move the last '''Prime''' '''row''' in the '''Planning Phase''' '''swimlane''' to just above the last '''row''' in the chart. When this operation is completed the chart looks like the one below:
  
===Changes to Task Links when Moving Task/Milestones, Rows, or Swimlanes ===
+
<center>[[File:P70-19_1_1-70-(25)-09292020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(25)-09292020.png</center>-->
  
59) You have the capability when '''editing''' the project view to move task/milestones up or down from '''Row''' to '''Row''' as well as to move '''Rows''' and '''Swimlanes''' with their respective content of task/milestones up or down in the project view.
+
===Task Links After a Swimlane is Moved Downward===
  
60) When you make any of these three '''edits''', '''Data-driven''' and manual '''Task Links''' that are '''showing''' have their '''Task Link connection line''' geometry changed to retain the properties of the individual '''Task Links''' involved.
+
Finally, from the original chart, move the '''Planning Phase''' swimlane to a position between the '''Development Phase''' and '''Integration & Testing Phase''' swimlanes.  When completed, this chart looks like the following:
  
61) Given the portion of a project view with '''Data-driven Task Links showing''', what follows are three examples of how the project view changes when task/milestones, row, and swimlanes are moved:
+
<center>[[File:P70-19_1_1-70-(26)-09292020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(26)-09292020.png</center>-->
  
:a) Here is the project view before any task/milestones, rows, or swimlanes are moved:
+
In the cases above, OnePager attempt to '''route''' the '''Data-driven''' and manual''' Task Link connection lines''' so as to minimize their length and avoid conflicts with other graphics in the '''Chart Editor'''.
  
<center>[[File:P61-0_4_1_7-61-(6K)-06192018.png]]</center>
+
==Behavior of Data-Driven Task Links When Adding or Replacing Snapshots==
<center>&lt;P61-0_4_1_7-61-(6K)-06192018.png&gt;</center>
+
  
:b) After moving the '''Create Working Plans''' task to the bottom row of the project view above, the result looks like this:
+
OnePager Pro '''updates''' the presentation of '''Data-driven Task Links''' in snapshots when you perform one of the '''Update '''workflows.  These '''Update '''workflows''' '''include:
  
<center>[[File:P61-0_4_1_7-61-(6L)-06192018.png]]</center>
+
:1) Performing a '''Replace-Dates''', '''Replace-Dates and Progress''', or '''Replace-All Properties''' for a snapshot.
<center>&lt;P61-0_4_1_7-61-(6L)-06192018.png&gt;</center>
+
  
:c) Starting from the original project view, move the last '''Prime''' '''row''' in the '''Planning Phase''' '''swimlane''' to just above the last '''row''' in the project view. When this operation is completed the project view looks like the one below:
+
:2) Creating a '''NEW snapshot'''.
  
<center>[[File:P61-0_4_1_7-61-(6M)-06192018.png]]</center>
+
For the '''Replace-All''' '''Properties '''workflow there are two (2) situations that are specifically handled by OnePager. If you make a change to a '''Predecessor''' task in the '''source plan''' (e.g., by changing a Start-to-Finish dependency to Finish-to-Finish),''' '''OnePager makes the change to the '''Task Link Dependency Type '''during the '''Update'''.   If the change involves no longer specifying a '''source plan Predecessor''' task/milestone for a '''Successor source plan'''  task/milestone, the '''Replace-All Properties '''workflow '''deletes '''the '''Data-driven Task Link '''from '''all snapshots'''.
<center>&lt;P61-0_4_1_7-61-(6M)-06192018.png&gt;</center>
+
  
:d) Finally, from the original project view, move the '''Planning Phase''' swimlane to a position between the '''Development Phase''' and '''Integration & Testing Phase''' swimlanesWhen completed, this project view looks like the following:
+
For the '''NEW '''and '''REPLACE-Dates''' workflows, OnePager '''hides''' the '''Data-driven Task Link''' in the subject snapshot when there is no '''source plan Predecessor''' task/milestone specifiedOnePager does not process '''lag time''' for '''data-driven Task Links'''.
  
<center>[[File:P61-0_4_1_7-61-(6N)-06192018.png]]</center>
+
==Saving OnePager Pro 7.0 Charts to Previous Versions==
<center>&lt;P61-0_4_1_7-61-(6N)-06192018.png&gt;</center>
+
  
62) In the cases above, OnePager Pro attempt to '''route''' the '''Data-driven''' and manual''' Task Link connection lines''' so as to minimize their length and avoid conflicts with other graphics in the '''Project View Editor'''.
+
As with previous releases of OnePager Pro you have the option to '''save''' charts (i.e., '''.TAM''' files) to previous versions.  To '''save''' a chart to a previous OnePager Pro version, go to the OnePager Pro ribbon’s '''File '''tab and click the '''Save as '''tab which accesses the '''Save as chart''' window. Click the '''Save as type:''' dropdown and you’ll see the options as shown below:
  
===Behavior of Data-Driven Task Links When Adding or Replacing Snapshots===
+
<center>[[File:P70-19_1_1-70-(27)-09292020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(27)-09292020.png</center>-->
  
63) OnePager Pro '''updates''' the presentation of '''Data-driven Task Links''' in snapshots when you perform one of the '''Update '''workflows. These '''Update '''workflows''' '''include:  
+
When '''saving''' a chart with '''Data-driven Task Links''', it should be recognized that the '''Data-driven Task Link''' information is '''lost''' when the chart is saved to Version 6.0 or earlier version of OnePager Pro and subsequently opened.    Manual '''Task Links''', however, are converted to '''Event Links''' which are compatible with previous versions.   Manual '''Task Links''' converted to '''Event Links''' retain manual '''Task Link '''properties including '''connection line color''', '''Dash type''', and '''font '''properties'''.  '''All other properties''' of manual '''Task Links''' converted to '''Event Links''' are lost. Enhancements made to manual '''Task Links''' like '''Begin '''and '''End point shapes''' and '''connection line Dash types''' are lost when '''saving''' to a previous version from version 7.0.
  
:(1) Performing a '''Replace-Dates''', '''Replace-Dates and Progress''', or '''Replace-All Properties''' for a snapshot.
+
For more information on '''sharing chart''', please see the articles at:  [[Sharing Charts for Version 7.0 (Portal) | Sharing Charts (Portal)]] <!--23.2.1-70-->
  
:(2) Creating a '''NEW snapshot'''.
+
==Opening Previous Versions of OnePager using OnePager 7.0==
  
64) For the '''Replace-All''' '''Properties '''workflow there are two (2) situations that are specifically handled by OnePager Pro:
+
Opening a chart created with OnePager Pro versions '''previous''' to version 7.0 with OnePager Pro 7.0 provides a chart where only previously inserted '''Event Links''', if any, are converted to manual '''Task Links'''.   If a chart is being opened but was originally created with OnePager Pro 7.0 and '''saved''' as a previous version, '''no''' '''Data-driven Task Links''' are available to be '''shown'''. If you open a '''previous''' version of a chart and subsequently '''update''' the chart using OnePager Pro 7.0 with a '''source plan''' that contains '''Predecessor/Successor''' information, OnePager Pro 7.0 imports this '''Dependency''' information if the '''update '''method is''' Replace All Properties'''.   Subsequent to the '''update''', the chart is able to '''show Data-driven Task Links'''. Any '''Event Links''' present in the previous version of the chart being opened with OnePager Pro 7.0 '''shows''' these '''links''' as manual '''Task Links'''.
 
+
:(1) If you make a change to a '''Predecessor''' task in the '''source plan''' (e.g., by changing a Start-to-Finish dependency to Finish-to-Finish),''' '''OnePager Pro makes the change to the '''Task Link Dependency Type '''during the '''Update'''.  OnePager Pro does not process '''lag time''' for '''data-driven Task Links'''.
+
 
+
:(2) If the change involves no longer specifying a '''Predecessor''' task/milestone for a '''Successor '''task/milestone, the '''Replace-All Properties '''workflow '''deletes '''the '''Data-driven Task Link '''from '''all snapshots'''.
+
 
+
65) For the '''NEW '''and '''REPLACE-Dates''' workflows, OnePager Pro '''hides''' the '''Data-driven Task Link''' in the subject snapshot when there is no '''Predecessor''' task/milestone specified.
+
 
+
===Saving OnePager Pro 7.0 Project Views to Previous Versions===
+
 
+
66) As with previous releases of OnePager Pro you have the option to '''save''' project views (i.e., '''.TAM''' files) to previous versions.
+
 
+
:a) To '''save''' a project view to a previous OnePager Pro version, go to the OnePager Pro ribbon’s '''File '''tab and click the '''Save as '''tab which accesses the '''Save as project view''' window.
+
 
+
:b) Click the '''Save as type:''' dropdown and you’ll see the options as shown below:
+
 
+
<center>[[File:P61-0_4_1_7-61-(7)-06192018.png]]</center>
+
<center>&lt;P61-0_4_1_7-61-(7)-06192018.png&gt;</center>
+
 
+
67) When '''saving''' a project view with '''Data-driven Task Links''', it should be recognized that the '''Data-driven Task Link''' information is '''lost''' when the project view is saved to Version 6.0 or earlier version of OnePager Pro and subsequently opened. 
+
 
+
:a) Manual '''Task Links''', however, are converted to '''Event Links''' which are compatible with previous versions. 
+
 
+
:b) Manual '''Task Links''' converted to '''Event Links''' retain manual '''Task Link '''properties including '''connection line color''', '''Dash type''', and '''font '''properties'''.  '''All other properties of manual '''Task Links''' converted to '''Event Links''' are lost.
+
 
+
:c) Enhancements made to manual '''Task Links''' like '''Begin '''and '''End point shapes''' and '''connection line Dash types''' are lost when '''saving''' to a previous version from version 7.0.
+
 
+
===Opening Previous Versions of OnePager using OnePager 7.0 ===
+
 
+
68) Opening a project view created with OnePager Pro versions '''prior''' to version 7.0 with OnePager Pro 7.0 provides a project view where only previously inserted '''Event Links''', if any, are converted to manual '''Task Links'''.
+
 
+
:a) If a project view is being opened but was originally created with OnePager Pro 7.0 and '''saved''' as a previous version, '''no''' '''Data-driven Task Links''' are available to be '''shown'''.
+
 
+
:b) If you open a previous version of a project view and subsequently '''update''' the project view using OnePager Pro 7.0 with a '''source plan''' that contains '''Predecessor/Successor''' information, OnePager Pro 7.0 imports this '''Dependency''' information if the '''update '''method is''' Replace All Properties'''. Subsequent to the '''update''', the project view is able to '''show Data-driven Task Links'''.
+
 
+
:c) Any '''Event Links''' present in the previous version of the project view being opened with OnePager Pro 7.0 '''shows''' these '''links''' as manual '''Task Links'''.
+
  
 
==Other Topics==
 
==Other Topics==
Line 500: Line 419:
 
===Task Link Property Edits that Cause Connection Line Re-Routing ===
 
===Task Link Property Edits that Cause Connection Line Re-Routing ===
  
When making '''edits''' to individual '''Data-driven '''or manual '''Task Links''', some '''edits''' can cause '''connection line routing '''changes to the '''Task Link’s''' being '''edited''' (or '''mavericked'''). Other '''edits''' may or may not cause changes in '''Task Link connection line routing'''.
+
When making '''edits''' to individual '''Data-driven '''or manual '''Task Links''', some '''edits''' can cause '''connection line routing '''changes to the '''Task Link’s''' being '''edited''' (or '''mavericked''').   Other '''edits''' may or may not cause changes in '''Task Link connection line routing'''.
  
1) The following properties of '''Task Links '''that '''do not''' cause '''Task Link connection line routing '''changes are:
+
The following '''Task Link properties''' that '''do not''' cause '''Task Link connection line routing '''changes are:
  
:a)'''Line color'''
+
:1) '''Line color'''
  
:b) '''Line width'''
+
:2) '''Line width'''
  
:c) '''Line Dash type'''
+
:3) '''Line Dash type'''
  
:d) '''Corner Radius '''(Note: '''Corner Radii''' '''edits''' can cause routing changes in some circumstances if there isn’t adequate space to make the '''connection line''' turn required with the desired '''Corner Radii'''.)
+
:4) '''Corner Radius '''(Note: '''Corner Radii''' '''edits''' can cause routing changes in some circumstances if there isn’t adequate space to make the '''connection line''' turn required with the desired '''Corner Radii'''.)
  
:e) '''Begin point shape'''
+
:5) '''Begin point shape'''
  
:f) '''End point shape'''
+
:6) '''End point shape'''
  
:g) '''Font type'''
+
:7) '''Font type'''
  
:h) '''Text content'''
+
:8) '''Text content'''
  
2) Depending on how the above list of properties is '''edited''', there can be a slight shift in the '''routing''' of the '''connection line''' but no '''rerouting '''is expected.
+
Depending on how the above list of''' properties''' is '''edited''', there can be a slight shift in the '''routing''' of the '''connection line''' but no '''rerouting '''is expected.
  
3) The following properties of '''Task Links '''that '''do''' cause '''Task Link connection line routing '''changes are:
+
The following properties of '''Task Links '''that '''cause''' '''Task Link connection line routing ''' to change are '''edits''' to:
  
:a) '''Begin point size'''
+
:1) '''Begin point size'''
  
:b) '''Horizontal anchor point position '''('''Predecessor''' or '''Successor''')
+
:2) '''Horizontal anchor point position '''('''Predecessor''' or '''Successor''')
  
:c) '''Vertical anchor point position '''('''Predecessor''' or '''Successor''')
+
:3) '''Vertical anchor point position '''('''Predecessor''' or '''Successor''')
  
d) '''Relationship type'''  
+
:4) '''Relationship type'''
  
 
===Deleting or Changing Predecessor Data in Your Source Plans===
 
===Deleting or Changing Predecessor Data in Your Source Plans===
  
4) As stated previously, all '''Task Links''', both '''Data-driven''' and manual, are '''snapshot-dependent'''.  This means:
+
As stated previously, all '''Task Links''', both '''Data-driven''' and manual, are '''snapshot-dependent'''.    When '''Data-driven Task Link''' information is '''imported''', it appears in '''all''' snapshots where both task bars/milestone symbols are present and '''unhidden''' and where it satisfies the '''Task Link Filter rules'''.  If you select the '''Show All '''radio button, OnePager  ignores the '''Task Link Filter rules''' and '''shows''' every '''imported''' '''predecessor value''' as a '''Data-driven Task Link'''.  Otherwise, OnePager uses the '''Task Link Filter rules''' to determine which '''Data-driven Task Links''' to '''show'''.   
  
:a) When '''Data-driven Task Link''' information is '''imported''', it appears in '''all''' snapshots where both task/milestones are present and '''unhidden''' and where it satisfies the '''Task Link Filter rules'''.
+
'''Data-driven Task Links''' can be '''hidden''' in individual snapshots by using the individual '''Task Link editing features'''.  This does not change the '''properties''' of the '''Data-driven Task Link'''; it merely changes whether the '''Data-driven Task Link''' is '''shown''' or '''hidden'''.  If you change the '''Predecessor field’s''' data in your Microsoft Project '''source plan '''(e.g. adding a new '''Data-driven Task Link''', pointing to a different '''source plan Predecessor '''task, or changing a '''Task Link Dependency Type''' like from Finish-to-Start to a Start-to-Start instead), you must perform a '''Replace All''' '''Properties UPDATE '''operation to re-sync '''Data-driven Task Links''' with OnePager.  This is because the underlying '''predecessor '''data for '''Data-driven Task Links''' are '''snapshot-dependent'''.
  
::i) If you select the '''Show All '''radio button, OnePager 7.0 ignores the '''Task Link Filter rules''' and '''shows''' every '''imported''' '''predecessor value''' as a '''Data-driven Task Link'''. 
+
However there are two (2) exceptions to the rules covered above that deal with these situations.  You can '''delete''' a '''Predecessor '''data values''' '''or '''change '''a '''Predecessor '''data value in your '''source plan'''.  And then, either '''Add''' a '''new '''snapshot or perform a''' Replace-dates UPDATE''' on the current snapshot. The cases for '''deleting '''a '''Predecessor '''data value and '''changing '''a '''Predecessor '''data value in your '''source plan '''are discussed below.   
::ii) Otherwise, OnePager 7.0 uses the '''Task Link Filter rules''' to determine which '''Data-driven Task Links''' to '''show'''. 
+
 
+
:b) '''Data-driven Task Links''' can be '''hidden''' in individual snapshots by using the individual '''Task Link editing features'''. This does not change the properties of the '''Data-driven Task Link'''; it merely changes whether the '''Data-driven Task Link''' is '''shown''' or '''hidden'''.
+
 
+
5) If you change your '''Predecessor field’s''' data in your Microsoft Project '''source plan '''(e.g. adding a new '''Data-driven Task Link''', pointing to a different '''Predecessor '''task, or changing a '''Task Link Dependency Type''' like from Finish-to-Start to a Start-to-Start instead), you must perform a '''Replace All''' '''Properties UPDATE '''operation to re-sync '''Data-driven Task Links''' with OnePager 7.0. This is because the underlying '''predecessor '''data for '''Data-driven Task Links''' are '''snapshot-dependent'''.
+
 
+
6) However there are two exceptions to the rules covered above that deal with situations where you can '''delete''' '''Predecessor '''data values''' '''or '''change '''a '''Predecessor '''data value in your '''source plan''' and then either '''Add''' a '''new '''snapshot or perform a''' Replace-dates UPDATE''' on the current snapshot.  
+
 
+
7) The cases for '''deleting '''a '''Predecessor '''data value and '''changing '''a '''Predecessor '''data value in your '''source plan '''are discussed below.   
+
  
 
====Exception 1:  Deleting a Predecessor Data Value for a New or Replaced Snapshots====
 
====Exception 1:  Deleting a Predecessor Data Value for a New or Replaced Snapshots====
  
8) If, after creating a project view, you go back to your Microsoft Project '''source plan''' and '''delete''' a '''Predecessor '''data value or values and follow this action by creating a '''NEW snapshot''' or performing a '''Replace-dates''' '''UPDATE''' in the current snapshot, OnePager 7.0 handles this action by:
+
If, after creating a chart, you go back to your Microsoft Project '''source plan''' and '''delete''' a '''Predecessor '''data value or values and follow this action by creating a '''NEW snapshot''' or performing a '''Replace-dates''' '''UPDATE''' in the current snapshot, OnePager handles this action by:
  
:a) '''Hiding''' the corresponding '''deleted Data-driven Task Link''' in the '''NEW snapshot '''or the '''current snapshot''' after the '''Replace-dates''' '''UPDATE''' is completed.
+
:1) '''Hiding''' the corresponding '''deleted Data-driven Task Link''' in the '''NEW snapshot '''or the '''current snapshot''' after the '''Replace-dates''' '''UPDATE''' is completed.
  
:b) The '''Data-driven Task Link''' remains in other snapshots and can be '''shown''' or '''hidden''' using the controls in the '''Where Are My Links?''' form or by editing the '''Task Link Filter rules'''.
+
:2) The '''Data-driven Task Link''' remains in other snapshots and can be '''shown''' or '''hidden''' using the controls in the '''Where Are My Links?''' form or by editing the '''Task Link Filter rules'''.
  
:c) Once the '''NEW snapshot''' is created or the '''current''' '''snapshot''' undergoes the '''Replace-dates''' operation, the '''deleted Data-driven Task Link''' cannot be '''unhidden''' using the controls in the '''Where Are My Links?''' form.   
+
Once the '''NEW snapshot''' is created or the '''current''' '''snapshot''' undergoes the '''Replace-dates''' operation, the '''deleted Data-driven Task Link''' cannot be '''unhidden''' using the controls in the '''Where Are My Links?''' form.  The '''Where Are My Links? '''form still contains an entry for the '''deleted Data-driven Task Link''' for the subject snapshot but the checkbox used for '''show/hide status''' is '''disabled''' and a '''tool tip''' is provided to clarify this.  Furthermore, the '''deleted Data-driven Task Link''' cannot be '''shown''' as a result of an '''edit''' to the '''Task Link Filter rules''' or a change to the '''Predecessor''' data value in the '''source plan '''that drives the '''Task Link Filter rules'''.   
  
::i) The '''Where Are My Links? '''form still contains an entry for the '''deleted Data-driven Task Link''' for the subject snapshot but the checkbox used for '''show/hide status''' is '''disabled''' and a '''tool tip''' is provided to clarify this.
+
The '''deleted Data-driven Task Link '''from this point on does not behave as other '''hidden data-driven Task Links''' behave.   If you later '''re-add''' the previously '''deleted Predecessor '''data value''' '''back into your '''source plan '''before again performing a '''Replace-dates UPDATE''' on the subject snapshot, the previously '''deleted Data-driven Task Link '''changes status from '''permanently hidden''' as described above to '''showing''' if it is '''mavericked''' to be '''shown''' or if this '''Data-driven Task Link''' meets the '''Task Link Filter rules'''.
::ii) Furthermore, the '''deleted Data-driven Task Link''' cannot be '''shown''' as a result of an edit to the '''Task Link Filter rules''' or a change to the '''Predecessor''' data value in the '''source plan '''that drives the '''Task Link Filter rules'''. 
+
 
+
:d) The '''deleted Data-driven Task Link '''from this point on does not behave as other '''hidden data-driven Task Links''' behave. If you later '''re-add''' the previously '''deleted Predecessor '''data value''' '''back into your '''source plan '''before again performing a '''Replace-dates UPDATE''' on the subject snapshot, the previously '''deleted Data-driven Task Link '''changes status from '''permanently hidden''' as described above to '''showing''' if it is '''mavericked''' to be '''shown''' or if this '''Data-driven Task Link''' meets the '''Task Link Filter rules'''.
+
  
 
====Exception 2:  Changing a Predecessor Data Value for a New or Replaced Snapshot====
 
====Exception 2:  Changing a Predecessor Data Value for a New or Replaced Snapshot====
  
9) OnePager treats the '''changing''' of a '''Predecessor '''data value''' '''in your Microsoft Project '''source plan''' the same as a '''delete''' and '''add''' of a '''Predecessor '''data value.
+
OnePager treats the '''changing''' of a '''Predecessor '''data value''' '''in your Microsoft Project '''source plan''' the same as a '''delete''' and '''add''' of a '''Predecessor '''data value.   This situation is the same as '''adding '''a '''new''' '''Predecessor '''data value to a '''source plan''' and then either '''adding '''a '''NEW snapshot''' or performing the '''Replace-dates '''operation.
 
+
10) This situation is the same as '''adding '''a '''new''' '''Predecessor '''data value to a '''source plan''' and then either '''adding '''a '''NEW snapshot''' or performing the '''Replace-dates '''operation.
+
  
 
===Source Plan Tasks and Data-Driven Task Links ===
 
===Source Plan Tasks and Data-Driven Task Links ===
  
11) '''Data-driven Task Links''' are associated with their '''predecessor''' and '''successor''' task/milestones in your''' source plan''' and in the project view. When OnePager '''imports''' '''Data-driven Task Links''', their representation is dependent on whether their associated task/milestones are '''imported''' or later '''hidden'''.   
+
'''Data-driven Task Links''' are associated with their '''predecessor''' and '''successor''' task/milestones in your''' source plan''' and in the chart.   When OnePager '''imports''' '''Data-driven Task Links''', their representation is dependent on whether their associated '''source plan''' task/milestones are '''imported''' or later '''hidden'''.  There are three (3) conditions related to '''source plan''' task/milestone representation that are explained below:
 
+
12) There are three conditions related to '''source plan''' task/milestone representation that are explained below:
+
  
 
====Condition 1:  De-Flagging and Flagging Task for Import and Data-Driven Task Links====
 
====Condition 1:  De-Flagging and Flagging Task for Import and Data-Driven Task Links====
  
13) If a task is '''de-flagged''' from a snapshot, any '''UPDATE''' to the snapshot does not include the '''de-flagged '''task.
+
If a '''source plan''' task is '''de-flagged''' from a snapshot, any '''UPDATE''' to the snapshot does not include the '''de-flagged '''task.   If the '''de-flagged  source plan''' task is a member of a '''Data-driven Task Link '''pair, for example, since the '''de-flagged source plan '''task is no longer '''present''' in the '''Updated''' snapshot, the associated '''Data-driven Task Link '''is '''hidden '''because one or more of its constituent tasks are not present. If a '''source plan''' task is '''newly flagged''' for '''import''' into a snapshot, any '''UPDATE '''to the snapshot includes the associated '''Data-driven Task Links''' if either '''all Data-driven Task Links '''are being '''shown''' or the '''newly flagged '''task’s''' Data-driven Task Link''' meet the '''Task Link Filter rules'''.
 
+
14) If the '''de-fagged '''task is a member of a '''Data-driven Task Link '''pair, for example, since the '''de-flagged '''task is no longer '''present''' in the '''Updated''' snapshot, the associated '''Data-driven Task Link '''is '''hidden '''because one or more of its constituent tasks are not present.
+
 
+
15) If a task is '''newly flagged''' for incorporation into a snapshot, any '''UPDATE '''to the snapshot includes the associated '''Data-driven Task Links''' if either '''all Data-driven Task Links '''are being '''shown''' or the '''newly flagged '''task’s''' Data-driven Task Link''' meet the '''Task Link Filter rules'''.
+
  
 
====Condition 2:  The Copy Edits to All Snapshots (CTAS) Feature and Data-Driven Task Links====
 
====Condition 2:  The Copy Edits to All Snapshots (CTAS) Feature and Data-Driven Task Links====
  
16) The '''CTAS '''('''Copy to All Snapshots''') feature affects how '''mavericking edits''' of task/milestone '''color''', '''shape''', and other properties is propagated to other snapshots.
+
The '''CTAS '''('''Copy to All Snapshots''') feature affects how '''maverick edits''' of task bar/milestone symbol '''color''', '''shape''', and other '''properties''' are propagated to other snapshots.   For '''Data-driven Task Links''', '''CTAS''', when '''ON''', controls the '''honoring''' of some '''Data-driven Task Link''' properties and is '''ignored''' for others.
  
17) For '''Data-driven Task Links''', '''CTAS''', when '''ON''', controls the '''honoring''' of some '''Data-driven Task Link''' properties and is '''ignored''' for others as follows:
+
'''CTAS '''is '''ignored''' for formatting '''all Task Links''' because '''all Task Link '''formatting is '''snapshot-dependent'''.
  
:a) '''CTAS '''is '''ignored''' for formatting '''all Task Links''' because '''all Task Link '''formatting is '''snapshot-dependent'''.
+
'''CTAS '''is '''honored''' for '''showing/hiding''' '''Data-driven Task Links '''when the '''Where Are My Links?''' form is used for this purpose.
  
:b) '''CTAS '''is '''honored''' for '''showing/hiding''' '''Data-driven Task Links '''when the '''Where Are My Links?''' form is used for this purpose.
+
:1) If you use the '''Where Are My Links? '''form to '''maverick '''a '''Data-driven Task Link''', for example, when '''CTAS '''is '''On''', the '''Data-driven Task Link shows''' in all snapshots.
 +
 +
:2) If '''CTAS''' is '''OFF''', in this example, the '''Data-driven Task Link''' only '''shows '''in the current snapshot.
  
::i) If you use the '''Where Are My Links? '''form to '''maverick '''a '''Data-driven Task Link''', for example, when '''CTAS '''is '''ON''', the '''Data-driven Task Link shows''' in all snapshots. 
+
'''CTAS''' is also '''honored''' when you are '''editing''' the '''geometry''' of '''all Task Links '''using the '''Chart Properties '''form’s '''Task Links '''tab such as the '''Vertical Anchor positions''' on '''Predecessor '''and '''Successor''' tasks.
::ii) If '''CTAS''' is '''OFF''', in this example, the '''Data-driven Task Link''' only '''shows '''in the current snapshot.
+
 
+
:c) '''CTAS''' is also '''honored''' when you are '''editing''' the '''geometry''' of '''all Task Links '''using the '''PVP '''form’s '''Task Links '''tab such as the '''Vertical Anchor positions''' on '''Predecessor '''and '''Successor''' tasks.
+
  
 
====Condition 3:  Showing or Hiding Predecessor and Successor Tasks and their Data-Driven Task Links====
 
====Condition 3:  Showing or Hiding Predecessor and Successor Tasks and their Data-Driven Task Links====
  
'''Hiding Predecessor or Successor Task/Milestone(s)'''
+
=====Hiding Predecessor or Successor Task/Milestone(s)=====
  
18) If you '''hide''' a '''predecessor '''or '''successor '''task/milestone that was previously '''imported''':  
+
If you '''hide''' a '''predecessor '''or '''successor source plan '''task/milestone that was previously '''imported''':  
  
:a) The task/milestone is '''hidden''',  
+
:1) The task bar/milestone symbol is '''hidden''',  
  
:b) Any associated '''Task Links '''are '''hidden''', and  
+
:2) Any associated '''Task Links '''are '''hidden''', and  
  
:c) The '''Where Are My Links? '''form contains an entry or entries for the associated '''Task Link(s) '''with the '''Show '''column’s checkbox '''unchecked''' or '''OFF'''.   
+
The '''Where Are My Links? '''form contains an entry or entries for the associated '''Task Link(s) '''with the '''Show '''column’s checkbox '''unchecked''' or '''OFF'''.  The '''Where’s My Stuff!?''' form also has an entry or entries for any of the '''hidden '''task bar(s)/milestone symbol(s).  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 bar(s)/milestone symbol(s) remain '''hidden'''.   
  
19) The '''Where’s My Stuff!?''' form also has an entry or entries for any of the '''hidden '''task/milestone(s).
+
A '''tool tip''' is provided when you '''hover''' the mouse over the '''Show '''column checkbox under these conditions.
  
20) 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''' the mouse over the '''Show '''column checkbox under these conditions.
+
To '''restore''' the '''hidden Task Link(s)''' to the '''show''' status you must first '''unhide''' the task bar(s)/milestone symbol(s) by either:
  
21) To '''restore''' the '''hidden Task Link(s)''' to the '''show''' status you must first '''unhide''' the task/milestone(s) by either:
+
:1) Using the '''Where’s My Stuff!? '''form to '''unhide''' the '''hidden''' task bar(s)/milestone symbol(s),
  
:a) Using the '''Where’s My Stuff!? '''form to '''unhide''' the '''hidden''' task/milestone(s),
+
:2) Use the OnePager ribbon’s '''Show/Hide''' dropdown list’s '''Show All Task/Milestones''' command, or
  
:b) Use the OnePager ribbon’s '''Show/Hide''' dropdown list’s '''Show All Task/Milestones''' command, or
+
:3) Use the '''UNDO''' command on the OnePager ribbon if you are able.
  
:c) Use the '''UNDO''' command on the OnePager ribbon if you are able.
+
Once the '''hidden''' task bar(s)/milestone symbol(s) are in the '''show''' status, their '''Task Links''' are changed to the '''show''' status as well.
  
22) Once the '''hidden''' task/milestone(s) are in the '''show''' status, their '''Task Links''' are changed to the '''show''' status as well.
+
=====Importing New Task/Milestone=====
  
'''Importing New Task/Milestone '''
+
If, on the other hand, a '''predecessor '''or '''successor source plan''' task is '''never imported''', the '''Where Are My Links?''' form does not have any entry since there isn’t a '''Data-driven Task Link '''to be '''unhidden'''.    If you change the '''source plan''' '''Flag''' field so the '''predecessor/successor''' task/milestone can be '''imported '''and perform a snapshot''' UPDATE''', the '''Data-driven Task Link '''is '''shown''' and there is an entry in the '''Where Are My Links?''' form.
  
23) If, on the other hand, a '''predecessor '''or '''successor''' task in the '''source plan''' is '''never imported''', the '''Where Are My Links?''' form does not have any entry since there isn’t a '''Data-driven Task Link '''to be '''unhidden'''. 
+
==Related Links==
  
24) If you change the '''flag field''' so the '''predecessor/successor''' task/milestone in the '''source plan''' can be '''imported '''and perform a snapshot''' UPDATE''', the '''Data-driven Task Link '''is '''shown''' and there is an entry in the '''Where Are My Links?''' form.
+
[[Getting Started with Version 7.0 (Portal) | Getting Started (Portal)]] <!--3.0.1-70-->
  
==Related Links==
+
[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
  
[[Getting Started with Version 7.0 (Portal) | Getting Started (Portal)]] 3.0.1-70
+
[[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70-->
  
[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] 7.0.1-70
+
[[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro for Version 7.0 | Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro]] <!--19.2.1-70-->
  
[[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-70
+
[[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-->
  
[[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
+
[[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-->
  
[[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
+
[[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-70-->
  
[[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]] 11.0.1-70
+
[[Absorbing one task into another for Version 7.0 | Absorbing one task into another]] <!--17.0.1-70-->
  
[[Absorbing one task into another for Version 7.0 | Absorbing one task into another]] 17.0.1-70
+
[[Creating and Managing Virtual Summary Tasks&nbsp;for Version 7.0 | Creating and Managing Virtual Summary Tasks]] <!--18.0.1-70-->
  
[[Creating and Managing Virtual Summary Tasks&nbsp;for Version 7.0 | Creating and Managing Virtual Summary Tasks]] 18.0.1-70
+
[[Advanced Tab for OnePager Pro for Version 7.0 | Advanced Tab for OnePager Pro]] <!--21.13.1-70-->
  
[[Advanced Tab for OnePager Pro for Version 7.0 | Advanced Tab for OnePager Pro]] 21.13.1-70
+
[[Sharing Charts for Version 7.0 (Portal) | Sharing Charts (Portal)]] <!--23.2.1-70-->
  
 
(19.1.1.1-70)
 
(19.1.1.1-70)
Line 660: Line 558:
 
[[Category:Task/Milestone]]
 
[[Category:Task/Milestone]]
 
[[Category:Template]]
 
[[Category:Template]]
[[Category:Project-View Properties]]
+
[[Category:Charts]]
 +
[[Category:Chart Properties]]
 +
[[Category:Editing the Chart]]
 
[[Category:Task Links Tab]]
 
[[Category:Task Links Tab]]
 
[[Category:Where Are My Links?]]
 
[[Category:Where Are My Links?]]
 
[[Category:Where’s My Stuff?!]]
 
[[Category:Where’s My Stuff?!]]

Latest revision as of 22:25, 15 February 2021

Contents

OnePager Pro Enhancements for Data-Driven Task Links

OnePager Pro can now import Dependency values on tasks from Microsoft Project source plans where the syntax format selection for specifying predecessor relationships corresponds to the Microsoft Project standards or the syntax format selection used by Oracle’s Primavera P6.

OnePager Pro is designed to process Task Links that are specified as predecessors ONLY.

OnePager Pro's Template Properties and Chart Properties Forms

The implementation of Data-driven Task Links and enhancements made to manual Task Links required enhancements to the OnePager Pro Template Properties and Chart Properties form’s Event tabs. This Event Links tab is renamed as the Task Links tab in both forms with enhanced controls to support the new capabilities of Data-driven Task Links.

Before going further into this article, it is recommended that you first review the article at: Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)

The Template Properties Form's Task Links Tab for OnePager Pro

You have the ability to globally control the properties for all Task Links in OnePager’s Template Properties form before a chart is created. The Template Properties form’s Task Links tab for OnePager Pro is shown below:

P70-19 1 1-70-(1)-09282020.png

Controls for Importing Task Link Data

In the Template Properties form’s Task Links tab, the Import predecessors checkbox is normally unchecked or OFF 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 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.

Template Properties Form’s Task Link Tab’s Controls

OnePager Pro supports the visual representation of all four Task Link Dependency Types including Finish-to-Start (FS), Finish-to-Finish (FF), Start-to-Finish (SF), and Start-to-Start (SS) with proper Begin and End point shape placement on the Predecessor and Successor task bars/milestone symbols. It is assumed that if Data-driven Task Links are imported, they are to be shown so the Show task links checkbox is checked ON in the Template Properties form's Task Links tab shown above. Additionally in the Default Task-Link Formatting control group shown above, there are established settings for Line Styles, Arrow Styles, and Font properties.

There are controls available to globally set the Horizontal Anchor positions for manual Task Link’s Begin and End point shapes for all Dependency Types along the Predecessor or Successor task bars/milestone symbol’s timespan as shown by the slider bars in the illustration above. For all Task Links (manual and Data-driven) you are able to globally set the Vertical Anchor positions of a Task Link’s Begin and End point shapes on the Top, Middle, or Bottom of the Predecessor and Successor task bar/milestone symbol. You can choose to let OnePager determine the Vertical Anchor positions by selecting the Auto options.

In the Data-driven Task Links control group shown above, the default setting for the Import predecessors checkbox is unchecked or Off. This is done so that new charts are not created with all available Data-driven Task Links information imported and shown unless you specifically direct such an action through the Template Properties form. You have the opportunity to import Data-driven Task Links information using the same controls in the Chart Properties form’s Task Links tab in the Data-driven Task Links control group after the chart is created.

When the Import predecessors checkbox is checked ON in the Template Properties form’s Task Link tab, you have the option to Show all data-driven Task Links or use the Task Link Filer Rules capability by clicking the Use Rules radio button. Selecting the Use Rules radio button enables the Manage Rules button which is used to access the Task Link Filter Rules form. This form allows you to establish a set of rules to govern how Data-driven Task Links are shown.

For more information on Task Link Filtering Rules, please see the article at: Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro

The Chart Properties Task Links Tab for OnePager Pro

The Chart Properties form’s Task Links tab is almost identical to that in the Template Properties form and is shown below:

P70-19 1 1-70-(2)-09282020.png

In the Chart Properties form’s Task Links tab’s Data-driven Task Links control group shown above, the Import and show links checkbox is normally unchecked or OFF. The Import and show links checkbox is disabled in the Chart Properties form until the Show task links checkbox at the top of the form is checked ON. Checking the Import and show links checkbox to ON when its enabled and then clicking the OK button imports the Data-driven Task Links from the Microsoft Project source plan and displays them in the chart. OnePager Pro assumes that the Predecessors field from the Microsoft Project source plan is used for Data-driven Task Links information.

After Data-driven Task Links are imported and showing in the chart, you have the option with the Chart Properties form's Task Links tab to control the further showing or hiding of all Data-driven Task Links with the renamed Show data-driven links checkbox as shown below:

P70-19 1 1-70-(3)-09282020.png

Checking the Show data-driven links checkbox On shows all imported Data-driven Task Links while checking this checkbox Off hides all Data-driven Task Links. If the Import predecessors checkbox is checked ON in the Template Properties form Task Links tab’s Data-driven Task Links control group, Data-driven Task Links are imported and the corresponding checkbox in the Chart Properties form’s Task Links tab is also checked ON.

Chart Properties Form’s Task Link Tab’s Controls

The controls in the Chart Properties form Task Link tab’s Default Task-Link Formatting control group are the same as the controls in the Template form Task Link tab’s Default Task Link Formatting control group for One Pager Pro. The differences in Task Links tab are only in the Data-driven Task Links control groups for OnePager Pro.

For more information on using the OnePager Pro Chart Properties form's Task Links tab's controls, please see the article at: Editing Task Links with the Chart Properties Form for OnePager Pro

OnePager’s Data-Driven Task Link Import Process

Below is a brief overview of the OnePager Pro import process for Data-driven Task Links.

Capabilities

OnePager Pro can import standard predecessor field data from Microsoft Project source plans and show them in a chart totally under your control. The capability to show Data-driven Task Links imported from your source plans can present some significant opportunities for helping to tell your schedule story. You can use Data-driven Task Links directly imported from your source plans without needing to manually create them.

OnePager Pro ONLY imports available Dependency data from source plans when you turn the Task Links feature On (i.e., Check the Import predecessors checkbox ON in the Template form Task Link tab’s Data-driven Task Links control group). You can later, after the chart is created, import data-driven Task Links by going to the Chart Properties form Task Links tab and checking the Show data-driven links checkbox ON and specifying if you want to Show all data-driven Task Links or use Task Link Filter rules to selectively show imported data-driven Task Links. You have the capability to individually control the showing or hiding of Data-driven Task Links. You have the capability to individually edit the properties of Data-driven and manual Task Links.

Cautions and Challenges

These capabilities, however, present some challenges.

Showing too many Data-driven Task Links clutters the chart; potentially concealing important information. Too many Data-driven Task Links can make graphics potentially difficult for your audiences to see. The OnePager Task Links capability is designed to cope with these challenges through several mechanisms.

By default, OnePager Pro is typically launched with the Data-driven Task Link feature turned OFF. The default OFF setting approach prevents the creation of a cluttered chart initially or a cluttered snapshot further on when the original chart is updated.

OnePager Pro ONLY imports available Dependency data from your source plan when the feature is turned ON in either the Template Properties or Chart Properties form. Additionally, OnePager Pro does not show any Data-driven Task Links unless their associated task/milestones are Flagged for import and are within the chart's Start/Finish Date boundaries.

The Task Links tabs, is an addition to the Template Properties and Chart Properties forms so you have global control over all Task Links properties globally and in the chart. Any Task Link, either manual or Data-driven can be individually selected and edited in the chart.

Manually editing any Task Link turns it into a maverick Task Link. You have the capability to easily construct a Daisy Chain of manual Task Links. After carefully determining how many and which Task Links to show in your schedule discussion chart, you can set the Task Links feature ON. You can use the Task Link feature’s editing controls to determine which Task Links to show or hide and how they should look.

Import Process Summary

The flow chart below shows, in general, how OnePager processes data-driven Task Links with imported task/milestone under your control:

P70-19 1 1-70-(3A)-09282020.png

Importing Data-Driven Task Links to a Chart

Chart Properties Form Settings

The Chart Properties form Task Links tab’s Import and show links checkbox, like the corresponding Import predecessors checkbox in the Template Properties form, is unchecked or OFF. If you decide to check the Import and show links checkbox ON after the chart is created and click the OK button on the Chart Properties form, OnePager Pro goes to the source plan and imports the Data-driven Task Links information and shows them. Subsequent accesses to the Chart Properties form’s Task Links tab show the form changed as highlighted below:

P70-19 1 1-70-(3)-09282020.png

As shown above, the checkbox is now focused on showing or hiding Data-driven Task Links as the predecessor data are already imported. Unchecking the Show data-driven links checkbox OFF as it is now labeled, hides all Data-driven Task Links once you click the Apply or OK button on the Chart Properties form. Although hidden, the Data-driven Task Links can be re-shown by rechecking the Show data-driven links checkbox ON and again clicking the OK button on the Chart Properties form. There is an additional control in the Data-driven Task Links control group in the Chart Properties form Task Link tab – the Where Are My Links? button as shown in the Chart Properties form’s Task Links tab above.

Tracking Task Links with the Where Are My Links? Form

OnePager provides a form that records all Task Links both Data-driven and manual associated with the chart. This form, called the Where Are My Links? form can be accessed from the OnePager ribbon's Home tab by clicking the Show/Hide dropdown in the Editing control group on the tab as shown below:

P70-19 1 1-70-(4)-09282020.png

Clicking the Where Are My Links? command accesses the form as shown below:

P70-19 1 1-70-(5)-09282020.png

The form above has an entry for each Data-driven Task Link and manual Task Link in the snapshot. If the Task Link is shown in the snapshot, the checkbox in the Show column is checked ON.

The names and Unique ID of each pair of Predecessor and Successor task/milestone shapes are shown in the form and the last column (Source) tells you if the Task Link was imported as a Data-driven Task Link or created as a manual Task Link. You can use the checkboxes in the Show column to edit the show/hide status of any entry in the form. Un-checking an entry’s Show column checkbox OFF hides the Task Link once you’ve clicked the OK button at the bottom of the form.

The four (4) columns in the form can be sorted by clicking on the column’s header.

Sorting on the Show column means that you are sorting between checked and unchecked entries.

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. Sorting on the Source column means that you are sorting between Imported and Manual entries.

The three (3) buttons at the bottom of the Where Are My Links? form are shortcut buttons which operates as follows:

1) Use Show/Hide Defaults: When this button is clicked all Task Links in the snapshot have their properties reverted to the global settings in the Chart Properties form’s Task Links tab.
2) Show All: Clicking this button makes all Task Links visible by setting the entire Show column’s checkboxes to check ON.
3) Hide All: Clicking this button hides all Task Links by setting the entire Show column’s checkboxes to unchecked or OFF.

The contents in the Where Are My Links? form are specific to each snapshot as Task Links are snapshot-dependent. Given the Microsoft Project based BlueGrass Project Plan Report - Pro being used here and the set of Task Links contained and shown in the Where Are My Links? form above, the chart looks like this:

P70-19 1 1-70-(3D)-09282020.png

Data-driven Task Links are shown in a color based upon the default settings established in the distributed Template Properties forms and carried forward to the Chart Properties form when this chart is created.

OnePager does its best to position the Predecessor to Successor connection lines to avoid overlapping other graphics. Task Links are shown behind task bars/milestone symbols but in front of task bar/milestone symbol labels. This positioning of Task Links in the Z-Levels can be edited. You also have the capability to manually select individual Data-driven Task Links and use drag and drop techniques to route the connection lines between pairs of task bars/milestone symbols.

Using Task Link Filter Rules

Since some Microsoft Project source plans can be fully constrained, that is, have many task bars with Predecessor data, importing all Data-driven Task Links can lead to a cluttered chart. Additionally, showing all Data-driven Task Links might distract from the goals of your schedule conversation.

Accessing the Task Link Filter Rules Form

To deal with this, OnePager has a Task Link Filtering rule capability that allows you to establish conditions under which Data-driven Task Links are shown as described below:

You have options in the Chart Editor to show all Data-driven Task Links, show only those that meet your specified Task Link Filtering rules conditions or show only those Task Links that you specifically desire to show. The Task Link Filter Rules form is provided for you to add, edit, and delete your Task Link Filter rules to control showing or hiding of individual Task Links. The Task Link Filter Rules form is accessed by going to the Chart Properties form’s Task Links tab and first clicking the Use Rules radio button in the Data-driven Task Links control group and then clicking the Manage Rules button as shown here:

P70-19 1 1-70-(6)-09282020.png

The Task Link Filter Rules form is shown below:

P70-19 1 1-70-(7)-10182019.png

Example

To demonstrate this capability, suppose you want to only show Data-driven Task Links that relate to the ADONIS and MERLIN Subcontractor’s activities in the BlueGrass Project Plan Report – Pro chart. First, the chart with all the Data-driven Task Links showing looks like this with some adjustment made to row height:

P70-19 1 1-70-(8)-09282020.png

Next, go to the Chart Properties form Task Links tab and first checking the Use Rules radio button followed by clicking the Manage Rules... button. Shown in the form below are the two rules needed to filter Data-driven Task Links and restrict the showing of Data-driven Task Links to only those task/milestone involving the ADONIS and MERLIN Subcontractors:

P70-19 1 1-70-(9)-09282020.png

When you click the OK button on the Task Link Filter Rules form and click either the Apply or OK button on the Chart Properties form, the resulting chart looks like this with a little adjustment made to row height:

P70-19 1 1-70-(10)-09282020.png

The chart above is less cluttered and focused on those task bars/milestone symbols (both Predecessor and Successor) that apply to the two subcontractors of interest. Note further that the individual Data-driven Task Link manual editing features are used in the above chart to assure that the Data-driven Task Links involved show their connection line routing clearly between predecessor and successor. Finally, if you look at the Where Are My Links? form you can see which entries are shown and which are hidden:

P70-19 1 1-70-(11)-10182019.png

Globally Editing With Task Link Filter Rules

In the Template Properties Form

You can establish Task Link properties in the Template Properties form’s Task Links tab as mentioned above. These Task Link properties are applied to all charts created with the Template. What is important to note with OnePager is that you have the option in the Template Properties form’s Task Link tab to define Task Link Filter rules prior to creating any chart. As long as the defined Task Link Filter rules remain defined in the Template Properties form, these rules are always applied as the chart is initially created.

A sample Template Properties form with defined Task Link Filter rules is shown below:

P70-19 1 1-70-(12)-09282020.png

To access the Task Link Filter Rules form, the Import predecessors checkbox must be checked ON, and the Use Rules radio button selected. This enables the Manage Rules… button so you can click it and access the Task Link Filter Rules form. Use the Add Rules, Copy Rule(s), and Delete Rules(s) buttons to create and manage your rule entries. Any Microsoft Project field imported by OnePager Pro can be used in the Field column of the above form.

The Operator and Value columns are tailored to the type of the Field column selection and the dropdowns are provided accordingly.

The Applies to column lets you select if you want the rule to apply to only Predecessor task/milestone shapes, Successor task/milestones, or both.

The Show task links when: set of radio buttons allow you to establish either an OR relationship between the active Task Link Filter rules or an AND relationship between the rules.

This operates the same as with the Conditional Import Rules form. When you have the rules defined, click the OK button on the Task Link Filter Rules form and the Save and use button on the Template form to save the rules and other Template Properties form settings. When this Template Properties form is used to create a chart, the settings pertaining to Task Links are incorporated into the Chart Properties form of the chart and can be refined once the chart is created as noted in the next section.

In the Chart Properties Form

As mentioned above, the Chart Properties form takes its initial Task Link settings from the Template Properties form used to create the initial chart. Task Link property settings can be edited at any time after the chart is created by accessing the Chart Properties form’s Task Links tab and making the setting edits desired. Once the edits are applied, they are incorporated into the chart.

This also applies to Task Link Filter rules. Task Link Filtering is applied to the chart when it is created if the Template Properties form’s Task Links tab was set up with Task Link Filtering rules. Once the chart is created you can access the Chart Properties form’s Task Link tab and edit any Task Link Filtering rules. When you make such an edit, click OK in the Chart Properties form’s Task Link Filter Rules form and click Apply or OK in the Chart Properties form. OnePager goes back to the source plan and re-imports the source plan’s Predecessor information and applies the Task Link Filter rules from the Chart Properties form. If you edit Task Link Filter rules in the Chart Properties form’s Task Link tab, the modified Task Link Filer rules remain in effect for each subsequent snapshot created for the chart. As with any other settings in the Chart Properties form you can edit the settings in the Task Links tab without impacting the settings made to the original Template Properties form.

For more detailed information on Task Link Filter rules, please see the article at: Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro

Thinking About Showing and Hiding Data-Driven Task Links

There are five (5) operational considerations to keep in mind when showing Task Links using the Data-driven Task Link feature.

The Default Setting is OFF

The feature is by default turned OFF in all OnePager distributed Template Properties forms and must be specifically turned ON for the feature to operate. The Import predecessors checkbox in the Data-driven Task Links control group shown in the Template Properties form’s Task Link tab is for this purpose.

When to Turn the Feature ON or OFF

Your decision to turn the feature ON or OFF can be made before or after charts are created and even after several snapshots are added.

Task Links are Snapshot-Dependent

Data-driven Task Links and manual Task Links are snapshot-dependent. Formatting of Task Links is consistent across all snapshots, but you do have the ability to show or hide individual Task Links differently between snapshots.

Import Conventions

For Data-driven Task Links to show, both the predecessor and successor tasks/milestones must be imported and at least partially within the chart’s Start/Finish Dates boundaries. OnePager shows Data-driven Task Links between task bars that are partially visible in the chart. OnePager also shows Data-driven Task Links to off-page task bars/milestone symbols as long as one of the pair of predecessor/successor tasks/milestones imported is within the chart’s Start/Finish Dates boundaries.

OnePager Does Not Handle Lag Times

Please note that lag times which can be included in Microsoft Project Predecessor field data do not change the appearance of Data-driven Task Link visualizations.

Editing Data-Driven Task Links With the Task Links Properties Form

Discussed above was an overview of editing Data-driven Task Links globally using the Template Properties or Chart Properties forms. Individual Data-driven Task Links can be edited in the Chart Editor by first selecting the Data-driven Task Link with a right click to access the task Link right-click context menu and then clicking the Properties... command as shown below;

P70-19 1 1-70-(12A)-09282020.png

The Task Link Properties form is discussed below along with the methods available for selecting Task Links for editing. The controls in for editing Task Links globally with the Template Properties and Chart Properties forms and editing individual Task Links with the Task Link Properties form are the same.

For more information on editing task links with the Chart Properties form, please see this article at: Editing Task Links with the Chart Properties Form for OnePager Pro

The Task Link Properties Form

Once Data-driven Task Links are imported and shown. they can individually be selected and edited as mentioned earlier with a combination of the right-click to access the task Link right-click context menu and a click on the Properties … command to access the Task Link Properties form shown below:

P70-19 1 1-70-(13)-09292020.png

The Task Links Properties form contains the same controls for editing Task Links as shown above in the Template Properties and Chart Properties forms. When edits are made in the Task Links Properties form and the OK button at the bottom of the for is clicked, the edits are applied to the selected Task Links only. When you do this, the selected and edited Task Links are considered mavericks and the rules for snapshot-dependency applies. You can restore a maverick Task Link(s) later by selecting them and clicking the Use Format Defaults button at the bottom of the Task Link Properties form and clicking OK.

Selecting and Re-Positioning Individual Task Links

You can individually select a Data-driven Task Link which, depending on its connection line routing, displays green and/or yellow grab points for your mouse. The green grab points are Begin and End point shapes for the Task Link and the yellow grab points are points where you can use your mouse to drag and drop the connection line as shown here:

P70-19 1 1-70-(14)-09292020.png

Using the yellow grab points you can make manual adjustments to the connection line routing of a Data-driven Task Link as demonstrated below:

P70-19 1 1-70-(15)-09292020.png

The green grab points are used to re-position the Begin and End point shapes of the Data-driven Task Link on its Predecessor or Successor task bar/milestone symbol as shown below:

P70-19 1 1-70-(16)-09292020.png

Making these and other manual edits to an individual Task Link makes the Task Link a maverick. As shown in the Task Link Properties form above, a maverick Task Link can be restored to the default settings in the Chart Properties form by clicking the Use Format Defaults button provided in the form.

Selecting Multiple Task Links

You can use your mouse to select multiple Task Links for editing using the same procedures as used to select multiple task bars/milestone symbols, Rows, Swimlanes, and Time Axis Level Cells by combining the pointing of your mouse to the Task Link in combination with the CTL+Left-Click. The SHIFT+Left-Click operation is not enabled for selecting Task Links. The CTL+Left-Click technique is recommended if you want to edit the Task Link properties of multiple (but not all) Task Links such as their connection line color, arrow head shape, or connection line dash type, for example.

Since Task Link connection lines are generally not configured or routed the same, it is not possible to select multiple Task Links and use the drag and drop method on the connection lines to reroute them manually. As an example, suppose you have the BlueGrass Project Plan Report – Pro chart with all Data-driven Task Links showing as illustrated above. Using your mouse with the CTL+Left-Click selects several Data-driven Task Links.

When the first Task Link is selected, it is highlighted with green grab points at the Begin and End point shapes and yellow grab points along the connection line if the routing has multiple corners. When you select the second, third, and so on Task Link using this method, the selected multiple Task Links are highlighted with only green grab points as shown below:

P70-19 1 1-70-(17)-09292020.png

When multiple Task Links are selected they cannot be re-positioned although you can access the Task Link right-click context menu and use this context menu's commands that apply to all selected multiple Task Links. When multiple Task Links are selected and one or more are mavericks, meaning that their properties differ, if you access the Task Link Properties form, the content windows and setting in the form appear null where there are different settings among the selected multiple Task Links. Making any edits to the selected multiple Task Links applies the edit to all selected Task Links.

The Task Link Right-Click Context Menu

To edit selected Task Links, right-click on any of the Task Links to access the task Link right-click context menu and click on the desired command as shown here:

P70-19 1 1-70-(18)-09292020.png

Properties ... Command

If you click the Properties … command, the Task Link Properties form appears as shown here:

P70-19 1 1-70-(19)-09292020.png

To complete the example, you can edit the Color: dropdown in the Line Style sub-group to red and click OK on the form and get the result shown below:

P70-19 1 1-70-(20)-09292020.png

Hide Commands

The task Link right-click context menu Hide command permits you to hide the Task Link in either At this snapshot or At all snapshots. The Hide command as used with Task Links operates the same way as with Free boxes.

Order Commands

The Order command permits you to order the Task Link within the Z-Levels in a manner similar to how Free boxes and Comment boxes are ordered in the chart. As with Order commands used throughout OnePager, there are four (4) options available: Bring to front. Send to back, Bring forward, and Send backward.

Put in all Snapshots Command

The Put in all snapshots command also operates in the same way as the corresponding commands for the Free box and the Comment box.

After Completing Edits Using the Task Link Right-Click Context Menu

After completing the edit operation above, the selected Task Links remain selected in case you want to make more edits. Clicking anywhere in open space disables the selections. Using this technique, you can select multiple Data-driven Task Links as well as manual Task Links in one multiple selection operation and perform edits on all selected Task Links. Making any formatting edits to Task Links either singly or in a multiple selection operation makes them Task Links mavericks. You can restore multiply selected Task Links back to their default formatting by accessing the Task Links Properties form shown above and clicking the Use Format Defaults button followed by clicking the OK button.

The Select all Task Links Command in the Home Ribbon Tool Bar Tab

There is a feature available for you to select all Task Links shown in the chart. This handy feature uses the OnePager Pro Home ribbon tool bar tab. To select all Task Links (data-driven and manual) in one operation, go to the OnePager Pro Home ribbon tool bar tab in the Editing group and click the Select all dropdown and then click the Task Links option as shown below:

P70-19 1 1-70-(21)-10182019.png

This action highlights (selects) all visible Task Links. If you right-click on any selected Task Link to access the Task Link right-click context menu (depending on the Task Link type you right-clicked), you can access the Task Link Properties form and edit all the selected Task Link in one operation or used the commands in the Task Link right-click context menu.

Task Links and Virtual Summary Tasks

As a review, a Virtual Summary Task (VST) is a summary task bar created by OnePager that does not exist in a Microsoft Project source plan. 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.

For more information on creating and using the VST feature, please see the article at: Creating and Managing Virtual Summary Tasks

When OnePager creates a VST, it computes the Start and End Dates of a VST as its constituent task bars dates change from snapshot to snapshot. It also constructs Baselines, Percent Complete Bars, and Critical Path Segments for task bars being summarized. When Task Links exist on constituent task bars (whether manual or Data-driven Task Links), and those constituent task bars are turned into a VST, the Task Links become hidden. Upon Unmaking the VST, the Task Links are again shown with their constituent task bars. When Task Links are added to a VST (which can only be done with manual Task Links), and that VST is then broken up (i.e., unmade), the manual Task Links previously created are deleted permanently.

Task Links and Absorbing Tasks

A review of the OnePager Absorption feature is provided here. The idea is to absorb one task bar or milestone symbol into another task bar or milestone symbol, leaving behind a Comment box (or perhaps several Comment boxes) to indicate the presence of the Absorbed task bars/milestone symbols.

For more information on Absorbing task bar. please see the article at: Absorbing one task into another

In addition, to properly use the function, there are two control options found in the Template Properties and Chart Properties form at the Advanced tab in the Display options group of controls called Allow absorption and Show absorbed dates checkboxes as shown below:

P70-19 1 1-70-(22)-09292020.png

The Allow absorption checkbox must be checked ON for the absorb feature to operate. The Show absorbed dates checkbox tells OnePager to access the Absorption Options form so you can select where to attach the replacement Comment box: At end date, At start date, or At both start and end date.

For more information on the Advanced tab's controls, please see the article at: Advanced Tab for OnePager Pro

When Task Links exist on constituent task bars/milestone symbols being Absorbed (whether manual or Data-driven Task Links), their Task Links become hidden. Upon Unabsorbing the constituent task bars/milestone symbols, the Task Links are again shown with their constituent task bars. Any Task Links that are attached to the task bars/milestone symbols receiving the Absorbed task bars/milestone symbols remain showing.

When the Unabsorb task command is executed, the Task Links on the task bar/milestone symbols receiving the Absorbed task bars/milestone symbols remain showing. When Task Links are added to a task bar/milestone symbol that was Absorbed into (which can only be done with manual Task Links), and that Absorbed task bar/milestone symbol construct is later broken down (i.e., using the Unabsorb task command), the manual Task Links previously created on the Absorbed into task bar/milestone symbol remains showing. It is not possible to add a manual Task Link to a constituent task bar/milestone symbol that was Absorbed because that absorbed task bar/milestone symbol are only represented by a Comment Box after the Absorb function is complete.

Changes to Task Links when Moving Task/Milestones, Rows, or Swimlanes

You have the capability when editing the chart to move task bars/milestone symbols up or down from Row to Row as well as to move Rows and Swimlanes with their respective content of task bars/milestone symbols up or down in the chart. When you make any of these three edits, Data-driven and manual Task Links that are showing have their Task Link connection line geometry changed to retain the properties of the individual Task Links involved. Given the portion of a chart with Data-driven Task Links showing, what follows are three examples of how the chart changes when task bars/milestone symbols, row, and swimlanes are moved.

Original Chart with Task Links

Here is the chart before any task bars/milestone symbols, rows, or swimlanes are moved:

P70-19 1 1-70-(23)-09292020.png

Task Links After A Task Is Moved Downward

After moving the Create Working Plans task bar to the bottom row of the chart above, the result looks like this:

P70-19 1 1-70-(24)-09292020.png

Task Links After a Row is Moved Downward

Starting from the original chart, move the last Prime row in the Planning Phase swimlane to just above the last row in the chart. When this operation is completed the chart looks like the one below:

P70-19 1 1-70-(25)-09292020.png

Task Links After a Swimlane is Moved Downward

Finally, from the original chart, move the Planning Phase swimlane to a position between the Development Phase and Integration & Testing Phase swimlanes. When completed, this chart looks like the following:

P70-19 1 1-70-(26)-09292020.png

In the cases above, OnePager attempt to route the Data-driven and manual Task Link connection lines so as to minimize their length and avoid conflicts with other graphics in the Chart Editor.

Behavior of Data-Driven Task Links When Adding or Replacing Snapshots

OnePager Pro updates the presentation of Data-driven Task Links in snapshots when you perform one of the Update workflows. These Update workflows include:

1) Performing a Replace-Dates, Replace-Dates and Progress, or Replace-All Properties for a snapshot.
2) Creating a NEW snapshot.

For the Replace-All Properties workflow there are two (2) situations that are specifically handled by OnePager. If you make a change to a Predecessor task in the source plan (e.g., by changing a Start-to-Finish dependency to Finish-to-Finish), OnePager makes the change to the Task Link Dependency Type during the Update. If the change involves no longer specifying a source plan Predecessor task/milestone for a Successor source plan task/milestone, the Replace-All Properties workflow deletes the Data-driven Task Link from all snapshots.

For the NEW and REPLACE-Dates workflows, OnePager hides the Data-driven Task Link in the subject snapshot when there is no source plan Predecessor task/milestone specified. OnePager does not process lag time for data-driven Task Links.

Saving OnePager Pro 7.0 Charts to Previous Versions

As with previous releases of OnePager Pro you have the option to save charts (i.e., .TAM files) to previous versions. To save a chart to a previous OnePager Pro version, go to the OnePager Pro ribbon’s File tab and click the Save as tab which accesses the Save as chart window. Click the Save as type: dropdown and you’ll see the options as shown below:

P70-19 1 1-70-(27)-09292020.png

When saving a chart with Data-driven Task Links, it should be recognized that the Data-driven Task Link information is lost when the chart is saved to Version 6.0 or earlier version of OnePager Pro and subsequently opened. Manual Task Links, however, are converted to Event Links which are compatible with previous versions. Manual Task Links converted to Event Links retain manual Task Link properties including connection line color, Dash type, and font properties. All other properties of manual Task Links converted to Event Links are lost. Enhancements made to manual Task Links like Begin and End point shapes and connection line Dash types are lost when saving to a previous version from version 7.0.

For more information on sharing chart, please see the articles at: Sharing Charts (Portal)

Opening Previous Versions of OnePager using OnePager 7.0

Opening a chart created with OnePager Pro versions previous to version 7.0 with OnePager Pro 7.0 provides a chart where only previously inserted Event Links, if any, are converted to manual Task Links. If a chart is being opened but was originally created with OnePager Pro 7.0 and saved as a previous version, no Data-driven Task Links are available to be shown. If you open a previous version of a chart and subsequently update the chart using OnePager Pro 7.0 with a source plan that contains Predecessor/Successor information, OnePager Pro 7.0 imports this Dependency information if the update method is Replace All Properties. Subsequent to the update, the chart is able to show Data-driven Task Links. Any Event Links present in the previous version of the chart being opened with OnePager Pro 7.0 shows these links as manual Task Links.

Other Topics

Task Link Property Edits that Cause Connection Line Re-Routing

When making edits to individual Data-driven or manual Task Links, some edits can cause connection line routing changes to the Task Link’s being edited (or mavericked). Other edits may or may not cause changes in Task Link connection line routing.

The following Task Link properties that do not cause Task Link connection line routing changes are:

1) Line color
2) Line width
3) Line Dash type
4) Corner Radius (Note: Corner Radii edits can cause routing changes in some circumstances if there isn’t adequate space to make the connection line turn required with the desired Corner Radii.)
5) Begin point shape
6) End point shape
7) Font type
8) Text content

Depending on how the above list of properties is edited, there can be a slight shift in the routing of the connection line but no rerouting is expected.

The following properties of Task Links that cause Task Link connection line routing to change are edits to:

1) Begin point size
2) Horizontal anchor point position (Predecessor or Successor)
3) Vertical anchor point position (Predecessor or Successor)
4) Relationship type

Deleting or Changing Predecessor Data in Your Source Plans

As stated previously, all Task Links, both Data-driven and manual, are snapshot-dependent. When Data-driven Task Link information is imported, it appears in all snapshots where both task bars/milestone symbols are present and unhidden and where it satisfies the Task Link Filter rules. If you select the Show All radio button, OnePager ignores the Task Link Filter rules and shows every imported predecessor value as a Data-driven Task Link. Otherwise, OnePager uses the Task Link Filter rules to determine which Data-driven Task Links to show.

Data-driven Task Links can be hidden in individual snapshots by using the individual Task Link editing features. This does not change the properties of the Data-driven Task Link; it merely changes whether the Data-driven Task Link is shown or hidden. If you change the Predecessor field’s data in your Microsoft Project source plan (e.g. adding a new Data-driven Task Link, pointing to a different source plan Predecessor task, or changing a Task Link Dependency Type like from Finish-to-Start to a Start-to-Start instead), you must perform a Replace All Properties UPDATE operation to re-sync Data-driven Task Links with OnePager. This is because the underlying predecessor data for Data-driven Task Links are snapshot-dependent.

However there are two (2) exceptions to the rules covered above that deal with these situations. You can delete a Predecessor data values or change a Predecessor data value in your source plan. And then, either Add a new snapshot or perform a Replace-dates UPDATE on the current snapshot. The cases for deleting a Predecessor data value and changing a Predecessor data value in your source plan are discussed below.

Exception 1: Deleting a Predecessor Data Value for a New or Replaced Snapshots

If, after creating a chart, you go back to your Microsoft Project source plan and delete a Predecessor data value or values and follow this action by creating a NEW snapshot or performing a Replace-dates UPDATE in the current snapshot, OnePager handles this action by:

1) Hiding the corresponding deleted Data-driven Task Link in the NEW snapshot or the current snapshot after the Replace-dates UPDATE is completed.
2) The Data-driven Task Link remains in other snapshots and can be shown or hidden using the controls in the Where Are My Links? form or by editing the Task Link Filter rules.

Once the NEW snapshot is created or the current snapshot undergoes the Replace-dates operation, the deleted Data-driven Task Link cannot be unhidden using the controls in the Where Are My Links? form. The Where Are My Links? form still contains an entry for the deleted Data-driven Task Link for the subject snapshot but the checkbox used for show/hide status is disabled and a tool tip is provided to clarify this. Furthermore, the deleted Data-driven Task Link cannot be shown as a result of an edit to the Task Link Filter rules or a change to the Predecessor data value in the source plan that drives the Task Link Filter rules.

The deleted Data-driven Task Link from this point on does not behave as other hidden data-driven Task Links behave. If you later re-add the previously deleted Predecessor data value back into your source plan before again performing a Replace-dates UPDATE on the subject snapshot, the previously deleted Data-driven Task Link changes status from permanently hidden as described above to showing if it is mavericked to be shown or if this Data-driven Task Link meets the Task Link Filter rules.

Exception 2: Changing a Predecessor Data Value for a New or Replaced Snapshot

OnePager treats the changing of a Predecessor data value in your Microsoft Project source plan the same as a delete and add of a Predecessor data value. This situation is the same as adding a new Predecessor data value to a source plan and then either adding a NEW snapshot or performing the Replace-dates operation.

Source Plan Tasks and Data-Driven Task Links

Data-driven Task Links are associated with their predecessor and successor task/milestones in your source plan and in the chart. When OnePager imports Data-driven Task Links, their representation is dependent on whether their associated source plan task/milestones are imported or later hidden. There are three (3) conditions related to source plan task/milestone representation that are explained below:

Condition 1: De-Flagging and Flagging Task for Import and Data-Driven Task Links

If a source plan task is de-flagged from a snapshot, any UPDATE to the snapshot does not include the de-flagged task. If the de-flagged source plan task is a member of a Data-driven Task Link pair, for example, since the de-flagged source plan task is no longer present in the Updated snapshot, the associated Data-driven Task Link is hidden because one or more of its constituent tasks are not present. If a source plan task is newly flagged for import into a snapshot, any UPDATE to the snapshot includes the associated Data-driven Task Links if either all Data-driven Task Links are being shown or the newly flagged task’s Data-driven Task Link meet the Task Link Filter rules.

Condition 2: The Copy Edits to All Snapshots (CTAS) Feature and Data-Driven Task Links

The CTAS (Copy to All Snapshots) feature affects how maverick edits of task bar/milestone symbol color, shape, and other properties are propagated to other snapshots. For Data-driven Task Links, CTAS, when ON, controls the honoring of some Data-driven Task Link properties and is ignored for others.

CTAS is ignored for formatting all Task Links because all Task Link formatting is snapshot-dependent.

CTAS is honored for showing/hiding Data-driven Task Links when the Where Are My Links? form is used for this purpose.

1) If you use the Where Are My Links? form to maverick a Data-driven Task Link, for example, when CTAS is On, the Data-driven Task Link shows in all snapshots.
2) If CTAS is OFF, in this example, the Data-driven Task Link only shows in the current snapshot.

CTAS is also honored when you are editing the geometry of all Task Links using the Chart Properties form’s Task Links tab such as the Vertical Anchor positions on Predecessor and Successor tasks.

Condition 3: Showing or Hiding Predecessor and Successor Tasks and their Data-Driven Task Links

Hiding Predecessor or Successor Task/Milestone(s)

If you hide a predecessor or successor source plan task/milestone that was previously imported:

1) The task bar/milestone symbol is hidden,
2) Any associated Task Links are hidden, and

The Where Are My Links? form contains an entry or entries for the associated Task Link(s) with the Show column’s checkbox unchecked or OFF. The Where’s My Stuff!? form also has an entry or entries for any of the hidden task bar(s)/milestone symbol(s). 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 bar(s)/milestone symbol(s) remain hidden.

A tool tip is provided when you hover the mouse over the Show column checkbox under these conditions.

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

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

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

Importing New Task/Milestone

If, on the other hand, a predecessor or successor source plan task is never imported, the Where Are My Links? form does not have any entry since there isn’t a Data-driven Task Link to be unhidden. If you change the source plan Flag field so the predecessor/successor task/milestone can be imported and perform a snapshot UPDATE, the Data-driven Task Link is shown and there is an entry in the Where Are My Links? form.

Related Links

Getting Started (Portal)

Basic Workflows (Portal)

Conditional Import Filters (Portal)

Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro

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

Using the Where Are My Links? Form for OnePager Pro

Conditional Formatting (Portal)

Absorbing one task into another

Creating and Managing Virtual Summary Tasks

Advanced Tab for OnePager Pro

Sharing Charts (Portal)

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