Difference between revisions of "Endpoints for Version 7.0 (OnePager Pro)"
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==About Editing Endpoints== | ==About Editing Endpoints== | ||
− | + | There are four (4) '''endpoints''' definable in OnePager for each task bar. By definition, milestone symbols in OnePager do not have multiple '''endpoints'''. Accordingly, '''endpoints''' for milestone symbols are not supported and there is no '''decoration''' controls for '''endpoints''' in the '''Template Properties''' or '''Chart Properties''' form's '''Milestones''' tab. | |
− | + | For all practical purposes, the four possible '''endpoints''' ('''Endpoint1, Endpoint2, Endpoint3, and Endpoint4''') can be thought of as additional '''deadline dates''' for task bars that can be defined to communicate related '''dates''' associated with the task bar. As an additional thought, you can consider the four '''endpoints''' as task-oriented '''milestones''' as they occupy the same row as their parent task bar. | |
− | + | The control and the behavior of all four '''endpoints''' are identical to that discussed for '''deadlines'''. | |
− | + | For more information on '''Deadlines''', please see the article at: [[Deadlines for Version 7.0 (OnePager Pro) | Deadlines for OnePager Pro]] <!--10.9.1-70--> | |
− | + | By '''convention and as a default''', the initial association of '''Endpoints 1 through 4''' are to Microsoft Project '''source plan''' fields is as follows: | |
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:* '''Endpoint 1: Start Date'''. | :* '''Endpoint 1: Start Date'''. | ||
Line 18: | Line 16: | ||
:* '''Endpoint 4: Baseline Finish Date'''. | :* '''Endpoint 4: Baseline Finish Date'''. | ||
− | + | These '''default settings''' are contained in all distributed OnePager Pro '''Template Properties''' forms. Since controls are provided as described below whereby you can '''edit''' the '''endpoint''' association with Microsoft Project '''source plan''' fields, it is recommended that you establish your '''endpoint''' relationships to specific Microsoft Project '''date''' fields before creating the first chart. This recommendation can be done by '''editing''' the '''Template Properties''' form you plan to use before launching OnePager Pro or after launching OnePager Pro by '''editing''' the '''Template Properties''' form using the '''access point''' in the '''OnePager choices''' ('''OPC''') form described in the following section. | |
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==Displaying Endpoints== | ==Displaying Endpoints== | ||
− | + | For OnePager to properly display your '''endpoints''', you must first define the '''endpoint''' field in Microsoft Project and map them to OnePager through the OnePager choices ('''OPC''') form. A sample, Microsoft Project '''source plan''' is shown below with both '''deadline''' and '''endpoint''' definitions: | |
− | + | <center>[[File:P70-10_11_1-(1)-06042020.png]]</center> | |
+ | <!--<center>P70-10_11_1-(1)-06042020.png</center>--> | ||
− | + | In the sample above, we see the typical task information with '''Flag20''' used to signal OnePager which '''rows''' to '''import''', the Microsoft Project '''Deadline''' field and four '''Date''' fields ('''Date1, Date2, Date3, and Date4''') which are used to '''import''' information to OnePager representing '''Endpoints 1 through 4''' respectively. | |
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− | + | When the '''OnePager''' button is clicked on the Microsoft Project '''Add-ins''' tool bar tab and you click the '''NEW''' button on the '''OnePager Pro Start''' form, OnePager displays the first page of the '''OPC''' form as shown below: | |
+ | <center>[[File:P70-10_11_1-(2)-06042020.png]]</center> | ||
+ | <!--<center>P70-10_11_1-(2)-06042020.png</center>--> | ||
− | + | Clicking the '''Next>''' button with the '''Show field mappings''' checkbox checked '''ON''' accesses the second page of the '''OPC''' form shown below: | |
− | <center>[[File:P70-10_11_1 | + | <center>[[File:P70-10_11_1-(3)-06042020.png]]</center> |
− | <center>P70-10_11_1 | + | <!--<center>P70-10_11_1-(3)-06042020.png</center>--> |
− | + | Clicking the '''Edit current template…''' button takes you to the '''Template Properties''' form. Navigate to the '''Task Bars''' tab and the '''Endpoints''' checkbox in the '''Task Bar Decorations''' control group of the form as shown below: | |
− | <center>[[File:P70-10_11_1 | + | <center>[[File:P70-10_11_1-(4)-06042020.png]]</center> |
− | <center>P70-10_11_1 | + | <!--<center>P70-10_11_1-(4)-06042020.png</center>--> |
− | + | Check the checkbox to '''ON''' and Click the '''Endpoint Properties..." button to access the '''Set endpoint properties''' form shown below where you can '''set and edit''' the properties of any one '''endpoint''' or all four. | |
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==Editing All Endpoint Properties== | ==Editing All Endpoint Properties== | ||
− | + | The '''Set endpoint properties''' form is a '''multi-endpoint''' form in that using this one form allows you to '''edit''' the properties of all four '''endpoint shapes''' available for display in the chart. | |
===Set Endpoint Properties Form=== | ===Set Endpoint Properties Form=== | ||
− | + | Clicking the '''Endpoint Properties...''' button accesses the '''Set endpoint properties''' form where the '''Choose endpoint''' dropdown is shown below allowing you the option to select to '''edit''' one of the four available '''endpoints''': | |
− | <center>[[File:P70-10_11_1 | + | <center>[[File:P70-10_11_1-(5)-06042020.png]]</center> |
− | <center>P70-10_11_1 | + | <!--<center>P70-10_11_1-(5)-06042020.png</center>--> |
− | + | In the illustration above, '''Endpoint 1''' is shown '''edited''' with all its available elements turned '''ON'''. The above form is almost identical to the '''Set deadline properties''' form. The difference is the '''Show this endpoint''' checkbox which refers to the dropdown menu shown above whereby you can select which '''endpoint''' to control. In effect, this form is four (4) forms in one allowing you to turn '''ON''' and '''OFF''' each individual '''endpoint''' and configure the properties of each '''endpoint''' separately. The illustration above covers up two important controls that need to be addressed. The '''Show this endpoint''' checkbox and the '''Field''' dropdown menu by which you tell OnePager which Microsoft Project '''source plan''' field is used for each particular '''endpoint'''. These controls are shown here: | |
− | + | <center>[[File:P70-10_11_1-(6)-06042020.png]]</center> | |
+ | <!--<center>P70-10_11_1-(6)-06042020.png</center>--> | ||
− | + | As necessary, repeat the above '''editing''' steps for '''Endpoint 2 through 4''' as required such that when the '''endpoint''' data are '''imported''' into OnePager the '''endpoint shapes''' and '''other properties''' are unique. | |
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===Saving the Current Template Properties Form=== | ===Saving the Current Template Properties Form=== | ||
− | + | Now that the '''endpoints''' are defined with distinct properties for all task bars in our example, go back to the '''Template Properties''' form, click the '''Save and use''' button to get back to the second page of the '''OPC''' form. Then, click the '''Create new chart''' button and OnePager produces the following chart: | |
− | + | <center>[[File:P70-10_11_1-(7-1)-06042020.png]]</center> | |
+ | <!--<center>P70-10_11_1-(7-1)-06042020.png</center>--> | ||
− | + | For the illustration above, '''Endpoints 1 through 4''' are lined up from left to right in each row. | |
− | + | ||
− | + | ===Editing Endpoint Properties=== | |
− | + | The above section's discussion covered the set up and initial display of '''endpoints'''. Recall that '''endpoint''' controls are exactly identical to the controls for '''deadlines'''. | |
− | + | For more information on '''Deadlines''', please see the article at: [[Deadlines for Version 7.0 (OnePager Pro) | Deadlines for OnePager Pro]] <!--10.9.1-70--> | |
− | + | The exception is only for the necessity to turn '''ON''' and '''OFF''' the individual '''endpoints''' through their respective '''Show this endpoint''' checkbox and to enter the Microsoft Project '''source plan''' field you need to use for the respective '''endpoints''' in the '''Field''' dropdown menu of the '''Set endpoint properties''' form. | |
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==Editing Individual Task Endpoint Properties== | ==Editing Individual Task Endpoint Properties== | ||
− | + | '''Endpoint properties''' can be set or '''edited''' for individual task bars. In addition to the capabilities for '''editing all Endpoint properties''' using the '''Template Properties''' and/or '''Chart Properties''' forms, you can select and individually '''edit Endpoint properties''' showing in the chart. A prerequisite for '''editing''' individual '''endpoint properties''' is the necessity for '''endpoint''' data to be '''imported''' from the Microsoft Project '''source plan'''. | |
− | + | ===Selecting Individual Task Bar or Bars=== | |
− | + | Individual task bar '''endpoint properties''' can be '''edited''' by selecting the desired task bar or task bars with a right-click operation to access the task bar right-click '''context menu''' and then clicking on the '''Format...''' command in the '''context menu''' as shown below: | |
− | + | <center>[[File:P70-10_11_1-(8)-06042020.png]]</center> | |
+ | <!--<center>P70-10_11_1-(8)-06042020.png</center>--> | ||
− | + | Before you can do so, you must confirm that the '''Endpoints''' checkbox in either the '''Template Properties''' or '''Chart Properties''' form's '''Task Bars''' tab is checked '''ON'''. | |
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===Accessing the Change Task/Milestone Properties Form=== | ===Accessing the Change Task/Milestone Properties Form=== | ||
− | + | Selecting the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form. Next, navigate to the '''Endpoints''' tab, which displays the '''endpoint''' control options shown below: | |
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− | + | <center>[[File:P70-10_11_1-(9)-06042020.png]]</center> | |
+ | <!--<center>P70-10_11_1-(9)-06042020.png</center>--> | ||
− | + | From the '''Endpoints''' tab of the form above, you are able to turn the selected '''endpoint''' '''ON''' or '''OFF''', show the '''endpoint connector''' to the task bar, and show or hide the '''endpoint date label text'''. Recall that selecting a milestone symbol in the manner described above to access its '''Change Task/Milestone Properties''' form accesses the version of the form without either the '''Critical Path''' or the '''Endpoints''' tab as shown here: | |
− | + | <center>[[File:P70-10_11_1-(10)-06042020.png]]</center> | |
+ | <!--<center>P70-10_11_1-(10)-06042020.png</center>--> | ||
− | + | ===Using Endpoints Example=== | |
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− | + | For example, using the '''Deadlines-Endpoints Example''' previously illustrated above, suppose we want to make the following '''edits''': | |
− | : | + | :* Turn '''OFF''' the display of Endpoint 1 for Task B |
+ | :* Hide the '''Endpoint connector''' for Endpoint 1 to Task C | ||
+ | :* Hide the '''Date Label''' for Endpoint 4 for Task C under the task | ||
− | + | For each task bar we select the task bar with a right-click to access the task bar right-click '''context menu''', select the '''Format…''' command to get to the '''Change Task/Milestone Properties''' form, and finally accessed the '''Endpoints''' tab. These steps are performed for each of the task bars involved starting with Task B where one '''edit''' to '''Endpoint 1''' was made and then to Task C where an '''edit''' was made to '''Endpoints 1 and 4'''. After making these '''edits''' the chart looks like this: | |
− | <center>[[File:P70-10_11_1 | + | <center>[[File:P70-10_11_1-(11)-06042020.png]]</center> |
− | <center>P70-10_11_1 | + | <!--<center>P70-10_11_1-(11)-06042020.png</center>--> |
==Related Links== | ==Related Links== | ||
− | [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-70 | + | [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70--> |
− | [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] 9.2.1-70 | + | [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70--> |
− | [[Labeling Task/Milestone Dates for Version 7.0 (OnePager Pro) | Labeling Task/Milestone Dates for OnePager Pro]] 10.1.1-70 | + | [[Labeling Task/Milestone Dates for Version 7.0 (OnePager Pro) | Labeling Task/Milestone Dates for OnePager Pro]] <!--10.1.1-70--> |
− | [[Percent complete for Version 7.0 (OnePager Pro) | Percent complete for OnePager Pro]] 10.3.1-70 | + | [[Percent complete for Version 7.0 (OnePager Pro) | Percent complete for OnePager Pro]] <!--10.3.1-70--> |
− | [[Baselines for Version 7.0 (OnePager Pro) | Baselines for OnePager Pro]] 10.5.1-70 | + | [[Baselines for Version 7.0 (OnePager Pro) | Baselines for OnePager Pro]] <!--10.5.1-70--> |
− | [[Deadlines for Version 7.0 (OnePager Pro) | Deadlines for OnePager Pro]] 10.9.1-70 | + | [[Deadlines for Version 7.0 (OnePager Pro) | Deadlines for OnePager Pro]] <!--10.9.1-70--> |
− | [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-70 | + | [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70--> |
− | [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70 | + | [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70--> |
(10.11.1-70) | (10.11.1-70) |
Latest revision as of 15:51, 13 January 2021
Contents
About Editing Endpoints
There are four (4) endpoints definable in OnePager for each task bar. By definition, milestone symbols in OnePager do not have multiple endpoints. Accordingly, endpoints for milestone symbols are not supported and there is no decoration controls for endpoints in the Template Properties or Chart Properties form's Milestones tab.
For all practical purposes, the four possible endpoints (Endpoint1, Endpoint2, Endpoint3, and Endpoint4) can be thought of as additional deadline dates for task bars that can be defined to communicate related dates associated with the task bar. As an additional thought, you can consider the four endpoints as task-oriented milestones as they occupy the same row as their parent task bar.
The control and the behavior of all four endpoints are identical to that discussed for deadlines.
For more information on Deadlines, please see the article at: Deadlines for OnePager Pro
By convention and as a default, the initial association of Endpoints 1 through 4 are to Microsoft Project source plan fields is as follows:
- Endpoint 1: Start Date.
- Endpoint 2: Finish Date.
- Endpoint 3: Baseline Start Date.
- Endpoint 4: Baseline Finish Date.
These default settings are contained in all distributed OnePager Pro Template Properties forms. Since controls are provided as described below whereby you can edit the endpoint association with Microsoft Project source plan fields, it is recommended that you establish your endpoint relationships to specific Microsoft Project date fields before creating the first chart. This recommendation can be done by editing the Template Properties form you plan to use before launching OnePager Pro or after launching OnePager Pro by editing the Template Properties form using the access point in the OnePager choices (OPC) form described in the following section.
Displaying Endpoints
For OnePager to properly display your endpoints, you must first define the endpoint field in Microsoft Project and map them to OnePager through the OnePager choices (OPC) form. A sample, Microsoft Project source plan is shown below with both deadline and endpoint definitions:
![P70-10 11 1-(1)-06042020.png](/wiki/images/9/98/P70-10_11_1-%281%29-06042020.png)
In the sample above, we see the typical task information with Flag20 used to signal OnePager which rows to import, the Microsoft Project Deadline field and four Date fields (Date1, Date2, Date3, and Date4) which are used to import information to OnePager representing Endpoints 1 through 4 respectively.
When the OnePager button is clicked on the Microsoft Project Add-ins tool bar tab and you click the NEW button on the OnePager Pro Start form, OnePager displays the first page of the OPC form as shown below:
![P70-10 11 1-(2)-06042020.png](/wiki/images/8/8f/P70-10_11_1-%282%29-06042020.png)
Clicking the Next> button with the Show field mappings checkbox checked ON accesses the second page of the OPC form shown below:
![P70-10 11 1-(3)-06042020.png](/wiki/images/3/35/P70-10_11_1-%283%29-06042020.png)
Clicking the Edit current template… button takes you to the Template Properties form. Navigate to the Task Bars tab and the Endpoints checkbox in the Task Bar Decorations control group of the form as shown below:
![P70-10 11 1-(4)-06042020.png](/wiki/images/6/62/P70-10_11_1-%284%29-06042020.png)
Check the checkbox to ON and Click the Endpoint Properties..." button to access the Set endpoint properties form shown below where you can set and edit the properties of any one endpoint or all four.
Editing All Endpoint Properties
The Set endpoint properties form is a multi-endpoint form in that using this one form allows you to edit the properties of all four endpoint shapes available for display in the chart.
Set Endpoint Properties Form
Clicking the Endpoint Properties... button accesses the Set endpoint properties form where the Choose endpoint dropdown is shown below allowing you the option to select to edit one of the four available endpoints:
![P70-10 11 1-(5)-06042020.png](/wiki/images/c/cc/P70-10_11_1-%285%29-06042020.png)
In the illustration above, Endpoint 1 is shown edited with all its available elements turned ON. The above form is almost identical to the Set deadline properties form. The difference is the Show this endpoint checkbox which refers to the dropdown menu shown above whereby you can select which endpoint to control. In effect, this form is four (4) forms in one allowing you to turn ON and OFF each individual endpoint and configure the properties of each endpoint separately. The illustration above covers up two important controls that need to be addressed. The Show this endpoint checkbox and the Field dropdown menu by which you tell OnePager which Microsoft Project source plan field is used for each particular endpoint. These controls are shown here:
![P70-10 11 1-(6)-06042020.png](/wiki/images/b/bf/P70-10_11_1-%286%29-06042020.png)
As necessary, repeat the above editing steps for Endpoint 2 through 4 as required such that when the endpoint data are imported into OnePager the endpoint shapes and other properties are unique.
Saving the Current Template Properties Form
Now that the endpoints are defined with distinct properties for all task bars in our example, go back to the Template Properties form, click the Save and use button to get back to the second page of the OPC form. Then, click the Create new chart button and OnePager produces the following chart:
![P70-10 11 1-(7-1)-06042020.png](/wiki/images/8/86/P70-10_11_1-%287-1%29-06042020.png)
For the illustration above, Endpoints 1 through 4 are lined up from left to right in each row.
Editing Endpoint Properties
The above section's discussion covered the set up and initial display of endpoints. Recall that endpoint controls are exactly identical to the controls for deadlines.
For more information on Deadlines, please see the article at: Deadlines for OnePager Pro
The exception is only for the necessity to turn ON and OFF the individual endpoints through their respective Show this endpoint checkbox and to enter the Microsoft Project source plan field you need to use for the respective endpoints in the Field dropdown menu of the Set endpoint properties form.
Editing Individual Task Endpoint Properties
Endpoint properties can be set or edited for individual task bars. In addition to the capabilities for editing all Endpoint properties using the Template Properties and/or Chart Properties forms, you can select and individually edit Endpoint properties showing in the chart. A prerequisite for editing individual endpoint properties is the necessity for endpoint data to be imported from the Microsoft Project source plan.
Selecting Individual Task Bar or Bars
Individual task bar endpoint properties can be edited by selecting the desired task bar or task bars with a right-click operation to access the task bar right-click context menu and then clicking on the Format... command in the context menu as shown below:
![P70-10 11 1-(8)-06042020.png](/wiki/images/b/b1/P70-10_11_1-%288%29-06042020.png)
Before you can do so, you must confirm that the Endpoints checkbox in either the Template Properties or Chart Properties form's Task Bars tab is checked ON.
Accessing the Change Task/Milestone Properties Form
Selecting the Format… command accesses the Change Task/Milestone Properties form. Next, navigate to the Endpoints tab, which displays the endpoint control options shown below:
![P70-10 11 1-(9)-06042020.png](/wiki/images/3/3e/P70-10_11_1-%289%29-06042020.png)
From the Endpoints tab of the form above, you are able to turn the selected endpoint ON or OFF, show the endpoint connector to the task bar, and show or hide the endpoint date label text. Recall that selecting a milestone symbol in the manner described above to access its Change Task/Milestone Properties form accesses the version of the form without either the Critical Path or the Endpoints tab as shown here:
![P70-10 11 1-(10)-06042020.png](/wiki/images/f/ff/P70-10_11_1-%2810%29-06042020.png)
Using Endpoints Example
For example, using the Deadlines-Endpoints Example previously illustrated above, suppose we want to make the following edits:
- Turn OFF the display of Endpoint 1 for Task B
- Hide the Endpoint connector for Endpoint 1 to Task C
- Hide the Date Label for Endpoint 4 for Task C under the task
For each task bar we select the task bar with a right-click to access the task bar right-click context menu, select the Format… command to get to the Change Task/Milestone Properties form, and finally accessed the Endpoints tab. These steps are performed for each of the task bars involved starting with Task B where one edit to Endpoint 1 was made and then to Task C where an edit was made to Endpoints 1 and 4. After making these edits the chart looks like this:
![P70-10 11 1-(11)-06042020.png](/wiki/images/4/45/P70-10_11_1-%2811%29-06042020.png)
Related Links
Manual Editing Task/Milestone Shapes and Text Labels (Portal)
Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)
Labeling Task/Milestone Dates for OnePager Pro
Percent complete for OnePager Pro
Editing with the Chart Properties form (Portal)
(10.11.1-70)