Difference between revisions of "Data-Driven Task Links for Primavera for Version 7.1"

From OnePager Documentation
Jump to: navigation, search
(→‎The Chart Properties Task Links Tab for OnePager Pro)
 
(30 intermediate revisions by the same user not shown)
Line 1: Line 1:
−
==Introduction to Data-Driven Task Links for Oracle Primavera P6==
+
==OnePager Enhancements for Data-Driven Task Links for Oracle Primavera P6==
  
 +
OnePager can '''import Dependency''' values on '''activities''' from Oracle Primavera P6 '''source plans''' where the '''syntax format''' for specifying '''predecessor''' relationships corresponds to the Oracle Primavera P6 standards.
  
 +
OnePager is designed to process '''Task Links''' associated with Oracle Primavera P6 '''Activities''' that are specified as '''predecessors''' '''ONLY'''.
  
−
===OnePager Bundle Standalone Enhancements for Data-Driven Task Links for Oracle Primavera P6===
+
==OnePager Template Properties and Chart Properties Forms for Oracle Primavera P6==
  
−
OnePager Bundle '''Standalone''' can '''import Dependency''' values on '''activities''' from Oracle Primavera P6 '''source plans''' where the '''syntax format''' for specifying '''predecessor''' relationships corresponds to the Oracle Primavera P6 standards.
+
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 7.1 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-71-->
  
−
OnePager Bundle '''Standalone''' is designed to process '''Task Links''' associated with Oracle Primavera P6 '''Activities''' that are specified as '''predecessors''' '''ONLY'''.
+
===The Template Properties Form's Task Links Tab for Oracle Primavera P6===
  
−
===OnePager Bundle Standalone's Template Properties and Chart Properties Forms===
+
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 for Oracle Primavera P6 is shown below:
−
 
+
−
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 7.1 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-71
+
−
 
+
−
====The Template Properties Form's Task Links Tab for OnePager Bundle Standalone for Oracle Primavera P6====
+
−
 
+
−
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 Bundle '''Standalone''' for Oracle Primavera P6 is shown below:
+
  
 
<center>[[File:P71-19_1_3-71-(1)-12092021.png]]</center>
 
<center>[[File:P71-19_1_3-71-(1)-12092021.png]]</center>
−
<center>P71-19_1_3-71-(1)-12092021.png</center>
+
<!--<center>P71-19_1_3-71-(1)-12092021.png</center>-->
  
−
=====Controls for Importing Task Link Data=====
+
====Controls for Importing Task Link Data for Oracle Primavera P6====
  
 
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 '''assumes''' that the '''Predecessors field''' from the Oracle Primavera P6 '''source plan''' is used for the '''Data-driven Task Link''' information source.  OnePager only '''imports predecessor data '''from the Oracle Primavera P6 '''predecessor field'''.   
 
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 '''assumes''' that the '''Predecessors field''' from the Oracle Primavera P6 '''source plan''' is used for the '''Data-driven Task Link''' information source.  OnePager only '''imports predecessor data '''from the Oracle Primavera P6 '''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 '''source plan'''.
 
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 '''source plan'''.
  
−
=====Template Properties Form’s Task Link Tab’s Controls=====
+
====Template Properties Form’s Task Link Tab’s Controls====
  
−
OnePager Bundle '''Standalone''' 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'''.
+
OnePager 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.
 
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.
Line 35: Line 31:
 
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'''.
 
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 for Version 7.1 | Using Task Link Filtering Rules for Showing/Hiding Task Links]] 19.2.1-71.
+
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 for Version 7.1 | Using Task Link Filtering Rules for Showing/Hiding Task Links]] <!--19.2.1-71-->
  
−
====The Chart Properties Task Links Tab for OnePager Bundle Standalone for Oracle Primavera P6====
+
===The Chart Properties Task Links Tab for Oracle Primavera P6===
  
 
The '''Chart Properties''' form’s '''Task Links '''tab is almost identical to that in the '''Template Properties '''form and is shown below:
 
The '''Chart Properties''' form’s '''Task Links '''tab is almost identical to that in the '''Template Properties '''form and is shown below:
  
−
<center>[[File:P70-19_1_1-70-(2)-09282020.png]]</center>
+
<center>[[File:P71-19_1_3-71-(2)-12092021.png]]</center>
−
<center>P70-19_1_1-70-(2)-09282020.png</center>
+
<!--<center>P71-19_1_3-71-(2)-12092021.png</center>-->
  
−
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.
+
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 '''source plan''' and displays them in the chart.  OnePager '''assumes''' that the '''Predecessors field''' from the '''source plan''' is used for '''Data-driven Task Links''' information.
 +
 
 +
When you click the '''OK''' button in the '''Chart Properties''' form, the '''Data-driven task links''' are '''imported''' and the chart looks like this:
 +
 
 +
<center>[[File:P71-19_1_3-71-(2A)-02212022.png]]</center>
 +
<!--<center>P71-19_1_3-71-(2A)-02212022.png</center>-->
  
 
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:
 
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:
  
−
<center>[[File:P70-19_1_1-70-(3)-09282020.png]]</center>
+
<center>[[File:P71-19_1_3-71-(3)-12092021.png]]</center>
−
<center>P70-19_1_1-70-(3)-09282020.png</center>
+
<!--<center>P71-19_1_3-71-(3)-12092021.png</center>-->
  
−
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'''.
+
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====
 
====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.
+
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.  The differences in '''Task Links '''tab are only in the '''Data-driven Task Links '''control groups for OnePager.
  
−
For more information on using the OnePager '''Chart Properties''' form's '''Task Links''' tab's controls, please see the article at:  [[Editing Task Links with the Chart Properties Form for OnePager for Version 7.1 | Editing Task Links with the Chart Properties Form]] 19.3.1-71
+
For more information on using the OnePager '''Chart Properties''' form's '''Task Links''' tab's controls, please see the article at:  [[Editing Task Links with the Chart Properties Form for OnePager for Version 7.1 | Editing Task Links with the Chart Properties Form]] <!--19.3.1-71-->
  
−
To skip the following sub-sections on OnePager Express, please click this link:  [[Data-Driven Task Links for OnePager for Version 7.1#OnePager’s Data-Driven Task Link Import Process | OnePager’s Data-Driven Task Link Import Process]] 19.1.1.1-71
+
==Additional Information for OnePager Task Links==
  
−
===OnePager Express Enhancements for Data-Driven Task Links===
+
The Wiki article link below provides additional information on importing Task Links, using Task Links in your charts, and Task Links used with other OnePager features.  The section at the Wiki article link below is presented in the context of OnePager Pro but the information pertains equally to users of OnePager '''importing''' Oracle Primavera P6 '''source plans''':
  
−
OnePager Express can now '''import Dependency''' values on tasks from Microsoft Excel '''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.
+
<center>
 +
{| class="wikitable"
 +
| [[Data-Driven Task Links for OnePager for Version 7.1#OnePager’s Data-Driven Task Link Import Process | OnePager’s Data-Driven Task Link Import Process]] <!--19.1.1.1-71-->
 +
|}
 +
</center>
  
−
OnePager Express is designed to process '''Task Links''' that are specified as '''predecessors''' '''ONLY'''.  OnePager Bundle when used with Microsoft Excel '''source plan imported data''' produces the same results as OnePager Express.
+
==Related Links==
  
−
===OnePager Express' Template Properties and Chart Properties Forms===
+
[[Getting Started with Version 7.1 (Portal) | Getting Started (Portal)]] <!--3.0.0-71-->
  
−
The implementation of '''Data-driven Task Links''' and enhancements made to manual '''Task Links''' required enhancements to the OnePager Express '''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'''.
+
[[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-71-->
  
−
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 7.1 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-71
+
[[Conditional Import for Version 7.1 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-71-->
  
−
====The Template Properties Form's Task Links Tab for OnePager Express====
+
[[Conditional Formatting for Version 7.1 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-71-->
  
−
The '''Template Properties '''form '''Task Links''' tab for OnePager Express is a little different from that of OnePager Pro since Microsoft Excel '''source plans''' do not have a unique '''field''' defined for '''Predecessors''' or '''Successors'''.   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'''. For Microsoft Excel '''source plans''', you must tell OnePager Express which '''field '''in your '''source plan '''to use and what '''syntax format selection''' to use for the '''Predecessors''' '''field’s '''format.  
+
[[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager for Version 7.1 | Using Task Link Filtering Rules for Showing/Hiding Task Links]] <!--19.2.1-71-->
  
−
The '''Template Properties '''form’s '''Task Link ''' tab for OnePager Express is shown below with the dropdown menu of possible '''Predecessor source plan fields''':
+
[[Manual Editing of Task Links for OnePager for Version 7.1 | Manual Editing of Task Links]] <!--19.4.1-71-->
  
−
<center>[[File:X71-19_1_1_2-71-(1)-12082021.png]]</center>
+
[[Using the Where Are My Links? Form for OnePager for Version 7.1 | Using the Where Are My Links? Form]] <!--19.5.1-71-->
−
<center>X71-19_1_1_2-71-(1)-12082021.png</center>
+
  
−
The OnePager Express '''Template Properties '''form '''Task Link '''tab picks up the list of possible '''Predecessor fields''' if a Microsoft Excel '''source plan '''is loaded. Otherwise the dropdown list is minimized if no '''source plan''' is loaded.
+
[[Absorbing one task into another for Version 7.1 | Absorbing one task into another]] <!--17.0.1-71-->
  
−
There are two '''syntax format selections''' for Microsoft Excel '''source plans'''. These are:
+
[[Creating and Managing Virtual Summary Tasks&nbsp;for Version 7.1 | Creating and Managing Virtual Summary Tasks]] <!--18.0.1-71-->
  
−
:1) The standard Microsoft Project '''Predecessor/Successor field syntax''', or
+
[[Advanced Tab for OnePager for Version 7.1 | Advanced Tab]] <!--21.13.1-71-->
  
−
:2) The Oracle Primavera P6 '''Predecessor syntax'''.
+
[[Sharing Charts for Version 7.1 (Portal) | Sharing Charts (Portal)]] <!--23.2.1-71-->
−
 
+
−
OnePager Express assumes that the designated '''Predecessors field''' from the Microsoft Excel '''source plan''' is used for the '''Data-driven Task Link''' information source.  OnePager Express only '''imports predecessor data '''from the designated Microsoft Excel '''predecessor field'''.  Although OnePager Express 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 Excel '''source plan'''.
+
−
 
+
−
=====Template Properties Form’s Task Link Tab’s Controls=====
+
−
 
+
−
OnePager Express 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'''.  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’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/milestone.
+
−
 
+
−
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 are given 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'''.
+
−
 
+
−
=====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'''.  The OnePager Express '''Chart Properties '''form '''Task Links '''tab picks up the list of possible '''Predecessor fields''' if a Microsoft Excel '''source plan '''is loaded. 
+
−
 
+
−
It makes an attempt to pick an available Microsoft Excel '''field '''that most closely resembles a '''predecessor field''' for the chart.
+
−
 
+
−
The same two '''syntax format selection '''choices for Microsoft Excel '''source plans '''are available in the '''Chart Properties '''form '''Task Links''' tab.  These are:
+
−
 
+
−
:1) The standard Microsoft Project '''Predecessor/Successor field syntax''', or
+
−
 
+
−
:2) The Oracle Primavera P6 '''Predecessor syntax'''.
+
−
 
+
−
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 for Version 7.1 | Using Task Link Filtering Rules for Showing/Hiding Task Links]] 19.2.1-71
+
−
 
+
−
====The Chart Properties Task Links Tab for OnePager Express====
+
−
 
+
−
The '''Chart Properties''' form’s '''Task Links '''tab is almost identical to that in the '''Template Properties '''form and is shown below:
+
−
 
+
−
<center>[[File:X70-19_1_1_2-70-(2)-10052020.png]]</center>
+
−
<!--<center>X70-19_1_1_2-70-(2)-10052020.png</center>-->
+
−
 
+
−
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 Excel '''source plan''' and displays them in the chart. 
+
−
 
+
−
Checking the '''Import and show links''' checkbox '''ON''' also enables the '''from''' and '''using''' windows so that you can tell OnePager Express the source of '''Task Link''' data to be '''imported'''.  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:
+
−
 
+
−
<center>[[File:X70-19_1_1_2-70-(3-1)-10052020.png]]</center>
+
−
<!--<center>X70-19_1_1_2-70-(3-1)-10052020.png</center>-->
+
−
 
+
−
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 Properties '''form '''Task Link '''tab’s '''Default Task Link Formatting''' control group for One Pager Express.   The differences in '''Task Link '''tab are only in the '''Data-Driven Task Links '''control groups for OnePager Express.
+
(19.1.1.3-71)
  
−
For more information for using the OnePager '''Chart Properties''' form's '''Task Links''' tab's controls, please see the article at: [[Editing Task Links with the Chart Properties Form for OnePager for Version 7.1 | Editing Task Links with the Chart Properties Form]] 19.3.1-71
+
[[Category:Version 7.1]]
 +
[[Category:Task Links]]
 +
[[Category:Snapshots]]
 +
[[Category:Snapshot Independent]]
 +
[[Category:Task/Milestone]]
 +
[[Category:Template Properties Form]]
 +
[[Category:Charts]]
 +
[[Category:Chart Properties Form]]
 +
[[Category:Editing the Chart]]
 +
[[Category:Task Links Tab]]
 +
[[Category:Where Are My Links?]]
 +
[[Category:Where’s My Stuff?!]]
 +
[[Category:Oracle Primavera P6]]
 +
[[Category:OnePager Bundle]]

Latest revision as of 15:45, 22 April 2022

OnePager Enhancements for Data-Driven Task Links for Oracle Primavera P6

OnePager can import Dependency values on activities from Oracle Primavera P6 source plans where the syntax format for specifying predecessor relationships corresponds to the Oracle Primavera P6 standards.

OnePager is designed to process Task Links associated with Oracle Primavera P6 Activities that are specified as predecessors ONLY.

OnePager Template Properties and Chart Properties Forms for Oracle Primavera P6

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 Oracle Primavera P6

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 for Oracle Primavera P6 is shown below:

P71-19 1 3-71-(1)-12092021.png

Controls for Importing Task Link Data for Oracle Primavera P6

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 assumes that the Predecessors field from the Oracle Primavera P6 source plan is used for the Data-driven Task Link information source. OnePager only imports predecessor data from the Oracle Primavera P6 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 source plan.

Template Properties Form’s Task Link Tab’s Controls

OnePager 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

The Chart Properties Task Links Tab for Oracle Primavera P6

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

P71-19 1 3-71-(2)-12092021.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 source plan and displays them in the chart. OnePager assumes that the Predecessors field from the source plan is used for Data-driven Task Links information.

When you click the OK button in the Chart Properties form, the Data-driven task links are imported and the chart looks like this:

P71-19 1 3-71-(2A)-02212022.png

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:

P71-19 1 3-71-(3)-12092021.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. The differences in Task Links tab are only in the Data-driven Task Links control groups for OnePager.

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

Additional Information for OnePager Task Links

The Wiki article link below provides additional information on importing Task Links, using Task Links in your charts, and Task Links used with other OnePager features. The section at the Wiki article link below is presented in the context of OnePager Pro but the information pertains equally to users of OnePager importing Oracle Primavera P6 source plans:

OnePager’s Data-Driven Task Link Import Process

Related Links

Getting Started (Portal)

Basic Workflows (Portal)

Conditional Import Filters (Portal)

Conditional Formatting (Portal)

Using Task Link Filtering Rules for Showing/Hiding Task Links

Manual Editing of Task Links

Using the Where Are My Links? Form

Absorbing one task into another

Creating and Managing Virtual Summary Tasks

Advanced Tab

Sharing Charts (Portal)

(19.1.1.3-71)

Retrieved from "https://wiki.onepager.com/wiki/index.php?title=Data-Driven_Task_Links_for_Primavera_for_Version_7.1&oldid=44787"