Difference between pages "Editing, Repositioning Legend Items, and Formatting the Legend for Version 6.1" and "Understanding Charts and Snapshots for OnePager for Version 7.2"

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==About Repositioning and Formatting the Legend==
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==Overview==
  
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1) Groups of tasks and milestones that share an entry in the legend can have their '''color''' and '''shape''' modified in one simple operation.  
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This article is meant to clarify how '''snapshots''' apply to OnePager charts.  Two cases are explained.  The first is where a single '''source plan''' is used to represent changes through the project which updated to the single '''source plan''' file.  The second case is where multiple '''source plans''' are produced for each update of the project as it proceeds through time toward completion.
  
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2) This is a fast way of changing several tasks or milestones at once.
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The concepts described and used in this article apply equally to OnePager Pro, OnePager Express and OnePager Bundle.
  
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3) It is an alternative to some of the other methods discussed elsewhere at [[Manual Editing for Version 6.1 (Portal) | Manual versus Data-Driven Editing (Portal)]]. <!--9.0.1-61.--> 
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==About Charts and Snapshots for OnePager==
  
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4) The following steps show you how to '''edit''', re-position legend items, and reformat the legend:
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OnePager charts and snapshots let you create schedule '''charts''' for specific audiences and show them how the project is changing over time. Each chart is a subset of the tasks in a '''source plan''' (e.g., Microsoft Project, Microsoft Excel, Smartsheet, or Oracle Primavera P6) that you specified with a '''Flag''' field.
  
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==Editing Legend Items==
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For each chart, you can import different versions of its schedule to keep track of how those tasks and milestones change over time. You can store each '''version''' of the schedule as a separate '''snapshot''' and give it a unique '''snapshot date''' in the past, present, or future. Each chart '''saves''' your presentation '''colors, row and swimlane assignments, font sizes, titles, and legends''' so that you don't need to '''re-edit''' the graphics every time the project changes.
  
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1) To change the '''color''' and '''shape''' of an item in the legend, right click it so that the '''Edit Legend Item''' form appears, as shown below:
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A simple relationship between a '''source plan''' (Project A), charts created from that Microsoft Project '''source plan''', for example, using different '''Flag''' settings, and '''snapshots''' is shown below:
  
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<center>[[File:P52-15_3-(1)-06042015.png]]</center>
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<!--<center>[[File:P70-4_0_1_1-(1A)-04292020.png]]</center>-->
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<!--<center>P70-4_0_1_1-(1A)-04292020.png</center>-->
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<center>[[File:P71-4_0_1_1-71-(1A-1)-11012021.png]]</center>
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<!--<center>P71-4_0_1_1-71-(1A-1)-11012021.png</center>-->
  
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2) Change the '''color''' or '''shape''' of the legend item as previously described with the '''Color Chooser''', the '''Marker Symbol''' dropdown button, and then click '''OK'''.
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===Using a Single Source Plan throughout a Project Period===
  
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3) The legend item, and all associated tasks or milestones, in the project view are automatically reformatted to match the change.
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The following discussion, based on the figure above, assumes that you have one '''source plan''', with a single plan name (Project A), that is used to manage the project. This one '''source plan''' is updated periodically, say, from week to week, and '''re-saved''' using the same '''source plan''' name (Project A) from the beginning to the project's end. This being the first example scenario, the figure above shows the single '''source plan''' from which three charts were created using different '''Flag''' fields, '''Flag20''' for executive views, '''Flag10''' for project team view, and '''Flag5''' for customer views.  
  
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4) You can also '''edit''' the '''name''' of the item in the legend. Changing the '''name''' in the legend does not change any underlying data in your Microsoft Project or Microsoft Excel '''source plan'''.
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Further, for the '''Flag20''' chart, there exist three '''snapshots''' taken from the '''source plan''' on '''June 1st''', '''July 1st''', and '''August 1st'''. Each '''snapshot''' represents the chart (under the control of '''Flag20''' in this case) at each of these three dates during the course of the project. The same dates or different dates are used to create '''snapshots''', in the example, for all three charts associated with Project A. This doesn’t need to be the case because '''snapshots''' can be taken at any time for any '''Flag''' field available and OnePager remembers them, makes them available for subsequent viewing, and allows updates as needed.
  
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==Re-positioning Legend Items==
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A chart is a set of task bars and milestone symbols for an intended audience. Usually a chart is associated with a specific '''Flag''' or '''Number''' field in a specifically named '''source plan'''. The chart also '''saves''' the '''task bar names, task bar label positions, and row and swimlane assignments, plus the title, legend, header/footer elements, and background colors'''.  This means you never have to re-enter this graphical information when dates change. Making and updating charts is the primary activity that OnePager users do!
  
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Items in the legend can also be re-positioned by clicking the up and down arrows on the right hand side of the '''Edit Legend Item''' form in the '''Sequence''' group of controls shown above.
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A '''snapshot''' is a how the task bars and milestone symbols in a chart look as task bars and milestone symbols on a specific '''snapshot date''' (a.k.a. '''status date''' or '''version date'''). When you '''import''' updated schedules from a  '''source plan''', you must specify a unique '''snapshot date''' for the '''imported''' data unless you want to replace the data for an existing '''snapshot'''. What changes '''snapshot''' to '''snapshot''' depends on what changed in the '''source plan'''.  Typically '''snapshots''' vary because of changes to '''start''' and '''finish dates''', '''baseline start''' and '''finish dates''', '''percent complete''' and '''milestone completions'''.
  
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==Formatting the Legend==
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===Using Multiple Source Plans throughout a Project Period===
  
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1) In addition to changing the format of individual items in the legend, you can also make adjustments to the overall format of the legend itself.  
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Another typical project schedule '''source plan''' management scenario is to create a '''source plan''' at the beginning of a project and '''save''' the updated '''source plan''' with a unique '''source plan name''' after each update/status recording period. Under this scenario, charts and '''snapshots''' can still be created and maintained as with the first scenario above.
  
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2) Most of these settings can be accessed by right clicking near the '''legend title''' so that the following '''context menu''' appears:
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The following steps correspond with the example in the figure below:
  
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<center>[[File:P52-15_3-(2)-06042015.png]]</center>
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:1) Create the '''source plan''' named '''Project A-June 1st''' with populated '''Flag''' fields '''Flag20''', '''Flag10''' and '''Flag5''' and '''save''' it.
  
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3) The '''context menu''' allows you to do the following:
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:2) Launch OnePager using each of the '''Flag''' fields to control the task selection and ''''save''' the corresponding charts. In the first launch on '''June 1st''', the '''snapshot dates''' is set to '''June 1st'''.
  
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:a) '''Hide Legend'''.  Clicking the '''Hide legend''' command causes the legend to disappear.
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:3) On the next update of the '''source plan''', save the update '''source plan''' as '''Project A-July 20th'''.
  
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::i) To retrieve the legend, go to the '''View''' tab and check the '''Legend''' checkbox in the '''Graphic Elements''' group.
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:4) Launch OnePager in '''UPDATE existing Chart''' mode selecting the appropriate chart name. Set the '''snapshot date''' for the date of the snapshot (e.g., '''July 20th''') and create the '''snapshot'''.  
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::ii) You can also go to the Project-View Properties ('''PVP''') form’s '''Legend''' tab and check the '''Show legend''' checkbox.
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:b) '''Unhide all items'''.  With the legend visible, clicking this command makes all previously '''hidden''' legend items again visible.
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:5) OnePager stores the '''snapshot''' for '''July 20th''' with the named chart.  
  
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:c) '''Rebuild Legend'''.  The '''Rebuild Legend''' command tells OnePager to rebuild the legend from scratch, incorporating any changes that were made to specific tasks/milestones properties.  This is normally not necessary, but can be used if you think that the legend has gotten out of sync with what is currently in the graph area.
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:6) Repeat this process for each of the two remaining '''Flag''' field instances.
  
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:d) '''Edit legend title'''. This command lets you make a change to the '''title''' of the legend using the '''Edit text''' form as shown below:
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After three iterations, there are three charts and nine synchronized '''snapshots''' available for use in presentations. There are three corresponding '''source plans''' for the status dates, 6/1/2018 through 8/2/2018.
  
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<center>[[File:P52-15_3-(3)-06042015.png]]</center>
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<!--<center>[[File:P70-4_0_1_1-(2)-04292020.png]]</center>-->
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<!--<center>P70-4_0_1_1-(2)-04292020.png</center>-->
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<center>[[File:P71-4_0_1_1-71-(2-1)-11012021.png]]</center>
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<!--<center>P71-4_0_1_1-71-(2-1)-11012021.png</center>-->
  
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:e) '''Title font'''.  This lets you make changes to the '''font''' of the '''legend title''' using the '''Font properties''' form as shown below:
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==Related Links==
  
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<center>[[File:P52-15_3-(4)-06042015.png]]</center>
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[[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71
  
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:f) '''Item font'''. This command lets you change the '''font''' of the legend items (as opposed to the legend '''title''') using the same '''Font properties''' form as shown above.
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[[Creating Various Multi-Project Charts with OnePager for Version 7.1 (Portal) | Creating Various Multi-Project Charts with OnePager (Portal)]] 8.0.1-71
  
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:g) '''Background color'''. This commands lets you select the '''color''' of the legend '''background''' by bringing up the standard '''Color Chooser'''.
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[[Managing Chart Data for Version 7.1 | Managing Chart Data (Portal)]] 23.0.1-71
  
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:h) '''Order'''. Clicking the '''Order''' command displays an additional '''sub-context menu''' as shown below:
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[[Snapshots (Versioning) for Version 7.1 | Snapshots (Versioning)]] 23.4.1-71
  
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<center>[[File:P52-15_3-(5)-06042015.png]]</center>
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(4.0.1.1-72)
  
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:The sub-menu for the '''Order''' command allows you to select any of the four sub-commands as follows:
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[[Category:Version 7.2]]
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[[Category:Getting Started with Version 7.2]]
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::i) '''Bring to front'''.  This puts the legend box in front of all other shapes in the graph area.
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::ii) '''Send to back'''.  This puts the legend box behind all other foreground shapes in the graph area (but not behind background shapes).
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::iii) '''Bring forward'''.  Selecting the '''Bring forward''' option steps the legend box forward by one increment of '''Z-level'''.  This is not very useful.
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::iv) '''Send backward'''.  This steps the legend box backward by one '''Z-level'''.  This also is not very useful.
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==Activating the No Fill Option==
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1) You can use '''editing''' on individual '''legend items''' to activate the '''No Fill''' option for those tasks/milestones represented by a particular '''legend item'''.  This is an efficient way to apply the '''No Fill''' feature to multiple tasks/milestones.  To use the '''No Fill''' feature through the legend follow these steps:
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:a) Right click the '''shape''' for the desired task/milestone. 
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:b) Go to the '''Color''' window and click the dropdown button to bring up the '''Color Chooser''' form with the '''No Fill''' checkbox as shown below:
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<center>[[File:P52-15_3-(6)-06042015.png]]</center>
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:c) When you check the '''No Fill''' checkbox the '''Color Chooser''' form closes.
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:d) Click '''OK''' on the '''Edit Legend Item''' form and the result is as shown below:
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<center>[[File:P52-15_3-(7)-06042015.png]]</center>
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2) '''Note'''.  Unchecking the '''No Fill''' checkbox is a three step process described in the article at this link:  [[Changing Individual Task/Milestone Properties (Color, Shapes, etc.) for Version 6.1 | Changing Individual Task/Milestone Properties (Color, Shapes, etc.)]]. <!--9.2.1-61.-->
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(15.3.1-61)
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[[Category:Version 6.1]]
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[[Category:Editing a Project View]]
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[[Category:Legend]]
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[[Category:Ribbon]]
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[[Category:Snapshots]]
 
[[Category:Snapshots]]
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[[Category:Project Views]]
 
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[[Category:Templates]]
 
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[[Category:Project-View Properties Form]]
 
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[[Category:Color Palettes]]
 
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]
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[[Category:OnePager Bundle]]

Revision as of 19:35, 18 May 2022

Overview

This article is meant to clarify how snapshots apply to OnePager charts. Two cases are explained. The first is where a single source plan is used to represent changes through the project which updated to the single source plan file. The second case is where multiple source plans are produced for each update of the project as it proceeds through time toward completion.

The concepts described and used in this article apply equally to OnePager Pro, OnePager Express and OnePager Bundle.

About Charts and Snapshots for OnePager

OnePager charts and snapshots let you create schedule charts for specific audiences and show them how the project is changing over time. Each chart is a subset of the tasks in a source plan (e.g., Microsoft Project, Microsoft Excel, Smartsheet, or Oracle Primavera P6) that you specified with a Flag field.

For each chart, you can import different versions of its schedule to keep track of how those tasks and milestones change over time. You can store each version of the schedule as a separate snapshot and give it a unique snapshot date in the past, present, or future. Each chart saves your presentation colors, row and swimlane assignments, font sizes, titles, and legends so that you don't need to re-edit the graphics every time the project changes.

A simple relationship between a source plan (Project A), charts created from that Microsoft Project source plan, for example, using different Flag settings, and snapshots is shown below:

P71-4 0 1 1-71-(1A-1)-11012021.png

Using a Single Source Plan throughout a Project Period

The following discussion, based on the figure above, assumes that you have one source plan, with a single plan name (Project A), that is used to manage the project. This one source plan is updated periodically, say, from week to week, and re-saved using the same source plan name (Project A) from the beginning to the project's end. This being the first example scenario, the figure above shows the single source plan from which three charts were created using different Flag fields, Flag20 for executive views, Flag10 for project team view, and Flag5 for customer views.

Further, for the Flag20 chart, there exist three snapshots taken from the source plan on June 1st, July 1st, and August 1st. Each snapshot represents the chart (under the control of Flag20 in this case) at each of these three dates during the course of the project. The same dates or different dates are used to create snapshots, in the example, for all three charts associated with Project A. This doesn’t need to be the case because snapshots can be taken at any time for any Flag field available and OnePager remembers them, makes them available for subsequent viewing, and allows updates as needed.

A chart is a set of task bars and milestone symbols for an intended audience. Usually a chart is associated with a specific Flag or Number field in a specifically named source plan. The chart also saves the task bar names, task bar label positions, and row and swimlane assignments, plus the title, legend, header/footer elements, and background colors. This means you never have to re-enter this graphical information when dates change. Making and updating charts is the primary activity that OnePager users do!

A snapshot is a how the task bars and milestone symbols in a chart look as task bars and milestone symbols on a specific snapshot date (a.k.a. status date or version date). When you import updated schedules from a source plan, you must specify a unique snapshot date for the imported data unless you want to replace the data for an existing snapshot. What changes snapshot to snapshot depends on what changed in the source plan. Typically snapshots vary because of changes to start and finish dates, baseline start and finish dates, percent complete and milestone completions.

Using Multiple Source Plans throughout a Project Period

Another typical project schedule source plan management scenario is to create a source plan at the beginning of a project and save the updated source plan with a unique source plan name after each update/status recording period. Under this scenario, charts and snapshots can still be created and maintained as with the first scenario above.

The following steps correspond with the example in the figure below:

1) Create the source plan named Project A-June 1st with populated Flag fields Flag20, Flag10 and Flag5 and save it.
2) Launch OnePager using each of the Flag fields to control the task selection and 'save the corresponding charts. In the first launch on June 1st, the snapshot dates is set to June 1st.
3) On the next update of the source plan, save the update source plan as Project A-July 20th.
4) Launch OnePager in UPDATE existing Chart mode selecting the appropriate chart name. Set the snapshot date for the date of the snapshot (e.g., July 20th) and create the snapshot.
5) OnePager stores the snapshot for July 20th with the named chart.
6) Repeat this process for each of the two remaining Flag field instances.

After three iterations, there are three charts and nine synchronized snapshots available for use in presentations. There are three corresponding source plans for the status dates, 6/1/2018 through 8/2/2018.

P71-4 0 1 1-71-(2-1)-11012021.png

Related Links

Basic Workflows (Portal) 7.0.1-71

Creating Various Multi-Project Charts with OnePager (Portal) 8.0.1-71

Managing Chart Data (Portal) 23.0.1-71

Snapshots (Versioning) 23.4.1-71

(4.0.1.1-72)

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