Difference between pages "Glossary of Terms for Version 6.0" and "Creating a NEW Chart using Smartsheet for Version 7.2"

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'''1000 separator''' The field used to control the separation of three digit groups in number-group numeric fields greater than 1,000 in value.  The separators are the '''comma, the period, or none'''.
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==Introduction==
  
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'''Adornments'''  Elements of a OnePager document such as the header, footer, corner, time axis area(s), title, text columns, swimlane labels, left margin and right margin as shown below:
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This article addresses the '''creation of new charts''' from Smartsheet '''source plans'''. Smartsheet '''source plans '''are processed by the OnePager Bundle '''Standalone '''edition only.  Smartsheet '''source plans '''are available online and OnePager Bundle requires that you '''connect '''to an authorized '''Smartsheet online account'''.  The '''workflow''' presented in this article is based upon OnePager Bundle '''Standalone''' and assumes that you have an authorized '''Smartsheet online account''' and that OnePager Bundle is already '''connected '''to that account.
  
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<center>[[File:P52-28_-(1)-06052015.png]]</center>
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==Overview Flow Chart for OnePager Bundle Standalone & Smartsheet==
  
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'''Anchored ''' Means the legend will be displayed in the same relative position on all pages of a multi-page project view.
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<center>[[File:P71-7_2_5-71-(1)-11162021.png]]</center>
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<!--<center>P71-7_2_5-71-(1)-11162021.png</center>-->
  
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'''Apply button'''  Where the '''Apply''' button appears at the bottom of a form clicking the '''Apply''' button will make the change you intended to the settings of the form but will leave the form visible so you can make further changes to settings if you desire.  See the '''OK''' entry below.
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===Preparing the Smartsheet Source Plan===
  
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'''Aspect Ratio''' The ratio between horizontal and vertical size calculated by OnePager to assure that the project view fits within the output media page.
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Connect to your '''Smartsheet online account''' and access the required '''source plan'''. Set the '''Flags/Numbers''' field into the Smartsheet '''source plan'''.  This is the '''flag '''that OnePager uses to determine which tasks and milestones to '''import'''.  Determine which of the tasks and milestones are to be included and set the '''Flags/Numbers''' field cell to '''Yes '''for these while leaving the remainder of the task's and milestone's '''Flag '''field set to '''No''', '''0''', or '''blank'''. At this point the Smartsheet '''source plan''' can be '''saved''' and '''closed'''.  The OnePager Bundle '''Standalone '''edition of OnePager Bundle does not require that the Smartsheet '''source plan''' be launched first.
  
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'''Baseline Bar''' A colored, semi-transparent bar that represents the baseline schedule for a task/milestone of the same color in the same swimlane.
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===Launching OnePager Bundle Standalone===
  
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'''BMP''' Bitmap
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Launch OnePager Bundle '''Standalone''' from the '''Desktop Icon'''.  The OnePager '''splash page '''appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Bundle Start''' form as shown below:
  
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'''CSOM''' Client Side Object Model. A newer methodology through which OnePager can access Microsoft Project plan data from Microsoft Project Server.
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<center>[[File:P71-7_2_3-71-(2)-11152021.png]]</center>
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<!--<center>P71-7_2_3-71-(2)-11152021.png</center>-->
  
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'''Clip task/milestone labels at graph edges''' When this checkbox is checked in either the '''Advanced''' tab of the '''PVP''' form or '''Template Properties''' form, OnePager will clip the task/milestone '''label''' on the left if rows/swimlanes are displayed and on the right if the task/milestone '''labels''' extend beyond the right edge of the graph area.
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When you click the '''NEW '''button, OnePager displays an abbreviated '''OnePager choices''' ('''OPC''') form.
  
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'''Column''' A vertical representation of data or rule components appearing in a OnePager form or project view.
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<center>[[File:P71-7_2_5-71-(3)-11162021.png]]</center>
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<!--<center>P71-7_2_5-71-(3)-11162021.png</center>-->
  
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'''Comment Box''' A text filled box attached via a connector to a task/milestone. This box can be edited or can be dragged to a new position by clicking it with a mouse. As a task/milestone moves during a '''snapshot''' change, the task/milestone's attached comment boxes move with it.
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When you click the '''Select '''button shown above, OnePager then provides a dropdown menu for you to either choose to use the '''BROWSE Smartsheet …''', or click the '''RECENT '''option to access recently created Smartsheet '''source plan files''' as shown above. Click''' the BROWSE Smartsheet … '''option as shown above access the OnePager Bundle '''Choose what to import '''form where you can select an Smartsheet '''source plan '''from the list of your Smartsheet files to load as shown here:
  
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'''Conditional Formatting Rules'''  A set of rules managed by the '''Conditional Formatting Rules''' engine that allows you to specify conditions which, when met, will alter the project view for task/milestone '''shape''', '''color''', '''fill''', '''font''', and '''borders'''. '''Conditional Formatting Rules''' are managed by the '''Conditional Formatting Rules''' form accessible from the '''Task''' or '''Milestones''' tab of the '''Project-View Properties''' form or the '''Template Properties''' form.
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<center>[[File:P71-7_2_5-71-(4)-11162021.png]]</center>
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<!--<center>P71-7_2_5-71-(4)-11162021.png</center>-->
  
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'''Conditional Import Filters Rules''' A set of rules managed by the '''Conditional Import Filters''' rules processor that allows you to specify the conditions which, when met in either the Microsoft Project or Excel '''source plan''', will control the '''source plan''' rows that are brought into OnePager for the creation or update of a project plan. '''Conditional Import Filters''' rules are managed by the '''Conditional Import Rules''' form accessible from the '''OnePager Choices''' form or the '''Main''' tab of the '''Project-View Properties''' form or the '''Template Properties''' form.
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When you click on the desired Smartsheet file to select it and then click the '''OK '''button on the '''Choose what to import''' form above, OnePager loads the selected Smartsheet '''source plan''' and provides you with the expanded '''OPC '''form so that you can confirm or '''edit '''the settings before OnePager creates the new chart.
  
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'''Copy edits to all snapshots (CTAS) Checkbox''' This checkbox is found on the '''Advanced''' tabs of the Project-View Properties ('''PVP''') and '''Template Properties''' forms. Its function is to turn on and off the propagation of '''Maverick''' changes to tasks/milestones to all '''snapshots''' (turned on) or to keep '''Maverick''' changes to tasks/milestones in the '''snapshot''' in which they were created (turned off).  
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<center>[[File:P71-7_2_5-71-(5)-11162021.png]]</center>
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<!--<center>P71-7_2_5-71-(5)-11162021.png</center>-->
  
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'''Copy''' The '''Copy''' button on the '''Home''' tab provides three options for copying the project view to the Windows clipboard.  These options are
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As shown above, OnePager displays the loaded Smartsheet '''source plan''' in the '''Selected File(s)''' group of the '''OPC''' form.  You can use the '''Add/Remove''' feature (described elsewhere) to '''edit''' the choice of Smartsheet '''source plan''', add additional files to the '''source packet''', and remove files.  Clicking the '''Add/Modify''' button accesses the '''Data source selection''' form as shown below:
  
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:(1) Copy the entire project view as one image,
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<center>[[File:P71-7_2_5-71-(6)-11162021.png]]</center>
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<!--<center>P71-7_2_5-71-(6)-11162021.png</center>-->
  
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:(2) Copy the last (or current) page only, and  
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Since the OnePager Bundle can process various '''source plans''' from Microsoft Project, Microsoft Excel, Oracle Primavera P6, and Smartsheet, it is necessary to assure that the '''Starting Template''' matches the '''source plan type'''.  OnePager Bundle can normally do this for you but as a reminder please check the '''Starting Template’s '''name before proceeding with filling out the rest of the '''OPC '''form.
  
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:(3) Copy a specific numbered page.
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It is recommended that the '''chart name''' selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the '''Select Tasks with ‘YES’ in field:''' is showing '''Show It'''. We’ve added '''Show It''' as a '''User Defined Field''' ('''UDF''') in Smartsheet as a '''text field''' for convenience.    Most users select '''UDF text field''' to tell OnePager which tasks and milestones to '''import''' but any '''text field''' or any '''number field''' can be used.  It is important that the '''Flag field '''represented in this window correspond to the '''Flag field''' containing the '''Yes''' and '''No '''data placed in the Smartsheet '''source plan'''.  
  
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'''Critical Path''' A small optional horizontal bar that appears inside and at the top of a '''Gantt bar''', indicating that the extent portion within the '''Gantt bar''' is on the '''critical path'''.  OnePager does not compute the '''critical path'''; OnePager displays the '''critical path''' extent that is imported from Microsoft Project. '''OPX''' does not support the display of '''critical path''' information.
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The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the chart you are about to create.  If the '''date created''' by OnePager does not reflect the '''status date''' required, change the date by using the '''calendar''' dropdown window. As the '''source plan '''changes later on, you can create additional snapshots to show changes consistently.  
  
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'''Cursor''' synonym for '''Time Cursor'''.  The vertical line displayed in the project view that graphically shows the '''snapshot''' date.
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Finally, note that the '''Show file mappings''' checkbox is checked '''ON''' as shown above.  Checking this checkbox '''ON''' and pressing the '''Next>''' button takes you to the second page of the '''OPC''' form shown below:
  
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'''Curtain''' A vertical strip of user controlled width that denotes a date interval that crosses all swimlanes.
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<center>[[File:P71-7_2_5-71-(7)-11162021.png]]</center>
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<!--<center>P71-7_2_5-71-(7)-11162021.png</center>-->
  
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'''Date Formats''' The organization of day, month, year into a single element for the purpose of representing '''Date Labels''' within OnePager.  For example, 3-Feb-2016 and February 3, 2016 are two of many formats supported by OnePager and are consistent with '''date formats''' supported by Microsoft Project and Microsoft Excel.
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This form allows you to '''edit''' which Smartsheet '''source plan''' fields are used for various purposes such as the '''Start''' field and the '''Color by''' field.  The '''Edit current template''' button also gives you a second opportunity to '''edit''' many more initial properties of the chart by accessing the current '''Template Properties''' form. Once these choices are confirmed or '''edited''', click the '''Create new chart''' button and OnePager '''imports''' the '''flagged data''' and creates the chart.
  
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'''Date Label''' The optional addition of date information imported from Microsoft Project or Microsoft Excel to a task/milestone name.
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Once the chart is created, you can '''edit''' by right-clicking task bars and milestone symbols and using the context menus commands.  You can also left-click on task bars and milestone symbols and use the '''editing Icons''' on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from '''row to row '''in the chart. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the OnePager '''Home''' ribbon tool bar tab. Then '''paste''' the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document.  If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can '''save''' all charts and snapshots after '''editing'''.
  
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'''Deadline''' An optional symbol that designates a '''do not go beyond''' date in a project view as imported from Microsoft Project or Microsoft Excel.
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==Related Links==
  
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'''Decorations''' Decorations include the following data driven elements associated with a task/milestone:
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[[Creating a NEW Chart via Pull Operation Feature for Version 7.2 | Creating a NEW Chart via Pull Operation Feature]] 7.13.1-72
  
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:(1) Date labels
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[[REPLACING a Snapshot via Pull Operation for Version 7.2 | REPLACING a Snapshot via Pull Operation]] 7.14.1-72
  
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:(2) Percent complete
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[[ADDING a Snapshot via Pull Operation for Version 7.2 | ADDING a Snapshot via Pull Operation]] 7.15.1-72
  
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:(3) Baselines
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[[Custom Update (Replacing) of a Snapshot via Pull Operation for Version 7.2 | Custom Update (Replacing) of a Snapshot via Pull Operation]] 7.16.1-72
  
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:(4) Critical path
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.2 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-72
  
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:(5) Deadlines
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(7.2.5-72)
  
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:(6) Endpoints
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[[Category:Version 7.2]]
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[[Category:Standalone]]
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'''Docked''' Means that the '''legend''' will be placed in one of the sixteen (16) positions on the '''edges''' and '''corners''' of the '''graph''' (8 positions) or on the '''edges''' and '''corners''' of the '''page''' (8 positions).
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[[Category:Basic Workflows]]
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[[Category:Template Properties Form]]
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'''Document Area''' The entirety of the OnePager document with a specified page '''width''' and '''height''' and containing the graph area as shown below:
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[[Category:Chart Properties Form]]
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[[Category:Charts]]
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<center>[[File:P52-28_-(2)-06052015.png]]</center>
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[[Category:OnePager Choices Form]]
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[[Category:Snapshots]]
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'''Document Size'''  This is the overall size of the document, irrespective of page count.  The '''document size''' may be altered as a result of your actions to, for example, add rows, swimlanes, or change the height of various adornments.
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[[Category:Smartsheet]]
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[[Category:OnePager Bundle]]
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'''Document Scaling'''  Computed as a function of '''page fit''' by OnePager or provided by you.  When a document is fit to x by y pages, it is '''scaled''' to a percentage of its actual size to fit on a specified number of pages.  When you select '''Automatic X Automatic''' mode, OnePager computes the output page configuration based on how much you choose to '''scale''' the document before putting it onto the pages.
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'''ECF'''  Enterprise Custom Field
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'''EMF''' Enhanced Meta File (a Microsoft vector graphics format)
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'''Endpoints'''  Up to four optional symbols that can be designated in a project view as imported from Microsoft Project or Microsoft Excel.  '''Endpoints''' are typically used to display very important dates within the extent of a task.
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'''Field''' A vertical representation of '''source plan''' data originating from either a Microsoft Project or Excel '''source plan''' an imported into OnePager for preparation of a project view.
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'''Field Mapping'''  The '''use''' of a '''source plan''' field for a particular OnePager '''purpose'''.  There are more than 25 OnePager '''purposes''' from '''Baseline Finish Date''' to '''Unique task/milestone identifier'''.
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'''Free-floating'''  When the '''legend''' is not '''docked''' or '''anchored''', the '''legend''' is free-floating for single and multi-page outputs.
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'''Free Floating box''' a free floating text '''comment box''' that is '''not''' attached to any task or milestone.
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'''Gantt Bar''' The task that represents a period of work over a segment of time.
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'''Graph Area or the graph'''  The portion of the OnePager document that contains the tasks and milestones.  See '''Document Area''' above where the '''Graphic Area''' is in the green rectangle.
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'''Hover Box''' A small, semi-transparent box that appears when you let the mouse cursor '''hover''' over a task/milestone.  The '''hover''' box displays the task/milestone’s '''short description''', its '''start date''', '''end date''' and '''unique task identifier'''. This is very useful for Gantt bars that are so short that it is difficult to read the text inside.  The '''unique task identifier''' is the best way to trace a task/milestone back to its data in the Microsoft Project or Microsoft Excel plan.  The '''hover box''' is activated by a checkbox on the ''''View''' tab of the OnePager ribbon.
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'''Horizontal Page Break'''  A page break set by you or calculated by OnePager that divides the document into pages running left and right.  The lines showing horizontal page breaks are vertical.
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'''Installation Code'''  The unique code provided with the OnePager software which is submitted by you, the OnePager user, to Chronicle Graphics for the generation of the unique '''License Key''' used to activate the OnePager license.
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'''ISO 8601'''  International Standards Organization 8601: Data elements and interchange formats – Information interchange – Representation of '''dates and times''' is an international standard covering the exchange of '''calendar date''' and '''time related data'''.
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'''JPEG''' Joint Photographic Expert Group
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'''Labels''' Text elements that are provided to support the naming of rows (text columns), swimlanes, tasks, milestones, time axes, and The Corner.
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'''License Key'''  The unique group of six (6) four (4) digit numbers and letters that are provided by Chronicle Graphics to activate the OnePager software generated from your provided '''Installation Code'''.
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'''Maverick Task/Milestone''' A task/milestone  is said to be turned into a '''Maverick''' if the task/milestone has one or more of its default properties manually changed (e.g. changing the''' color''' of a task to green, when the default or data computer assigned color is red). There are a total of eight (8) properties of task/milestones that can become mavericks.
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'''Multi-Page Project View''' A project view that is divided into more than one page where you are setting appropriate page breaks or OnePager is setting page breaks depending on the number of horizontal and vertical pages you determine necessary.
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'''No Fill'''  A checkbox option in all '''Color Chooser''' forms that allows you to eliminate the '''color''' inside the selected objects such as:
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:(1) Tasks/milestones,
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:(2) Comment boxes,
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:(3) Free boxes, and
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:(4) Curtains.
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'''Normal View Mode'''  The standard view of the OnePager '''graph''' upon creating, opening, or updating the OnePager project view which can be edited with the Project View Editor ('''PVE''').
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'''OK button'''  Where the '''OK''' button appears at the bottom of a form clicking the '''OK''' button will make the change you intended to the settings of the form and will immediately close the form.  See the '''Apply''' entry above.
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'''OPC''' OnePager choices form.
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'''OPP''' OnePager Pro
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'''OPX''' OnePager Express
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'''Order''' The capability that changes the '''z-Axis''' position of a graphic element in the project view.  Elements can be moved:
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:(1) '''Forward or back''' in the '''z-Axis''' direction,
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:(2) Brought all the way '''forward''' toward the viewer, or
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:(3) Moved to the '''back''' away from the viewer.
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'''Page''' As used in the context of a '''Multi-Page Project View''', a '''page''' consists of an entire '''document area''' (one page) or portions of an entire '''document area''' segmented in accordance with '''page break''' control settings.
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'''Page Break View Mode''' The view of the OnePager graph with the superimposed '''page breaks''' and '''watermark page''' numbers. Like the '''Normal View''', the '''Page Break View''' may be edited. 
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'''Page Fitting'''  The process by which you may select to fix the OnePager document to '''x-horizontal''' and '''y-vertical''' pages.  When determined, the document is '''resized''' to fit the requested dimensions.  The '''Aspect ratio''' of the document is not changed. 
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'''Page Size'''  The size of each output page in a multi-page situation.  You may select the page size from a dropdown menu list of page sizes or you may specify a custom page size.
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'''Percent-Complete Bar''' A small horizontal bar that appears inside a '''Gantt bar''', indicating what '''percent of a task is complete'''.  OnePager does not compute percent complete; OnePager displays the '''percent-complete''' number that is imported from Microsoft Project or Microsoft Excel.
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'''PNG''' Portable Network Graphics
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'''Print Preview View Mode''' The '''non-editable''' view of the OnePager '''graph''' configured as the output will appear when printed or copied to the clipboard.
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'''Project View''' The collection of tasks/milestones, decorations, text columns, swimlane labels, adornments, and display settings.
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'''PVE''' Project View Editor  The graphical representation of a project view that is the main screen for OnePager and which you use to edit a project view.
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'''Project View Graph or the graph''' Graphical screen that displays the project view. This screen contains the '''time cursor''', '''tasks/milestones''' and all task/milestone '''decorations'''.
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'''Project View Name''' The '''name''' of the file you assign to the project view through Microsoft Windows.
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'''PVP''' Project-View Properties form.  The form that supports your ability to edit the project view at the level of rows/swimlanes, tasks and milestones, the legend, multi-page output, headers and footers, comment boxes, event links, and advanced features.
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'''Project View Title''' The '''name''' you give to occupy the '''title area''' of the project view
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'''PSI''' Project Server Interface. A methodology through which OnePager can access Microsoft Project plan data from Microsoft Project Server.
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'''Put at all snapshots'''  The command associated with the right click context menus for '''comment boxes''', '''free boxes''', and '''curtains''' that puts the graphic in all '''snapshots''' associated with the project view.
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'''Repeat on all pages'''  A checkbox in various tabs of the '''PVP''' and '''Template Properties''' form that tells OnePager that a repeatable '''adornment''' such as the '''legend''', '''title''', '''text columns''', '''swimlane labels''', '''time axes''', '''headers''', and '''footers''' are to be repeated on all output pages created in multi-page mode.
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'''Row''' A horizontal lane that holds tasks/milestones in the '''graph'''. Rows can be used to distinguish among different task/milestone groups; different functional groups, etc.  Rows can be collected into swimlanes.
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'''Row Label''' See '''Text Columns'''.
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'''Row Stripes''' A pattern, generated under your control, for creating an '''alternate colored''' of background '''colors''' in adjacent rows starting at the bottom and continuing to the top row.  The '''row stripes''' include the row '''labels''' if row '''labels''' are visible.
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'''Snapshot''' A version of a set of tasks/milestone of a project. '''Snapshots''' capture changes in tasks/milestones over time. When a plan changes, you create a new '''snapshot''' for the project and import the new '''start and finish dates''' for the tasks/milestones that have changed.
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'''Snapshot Date/Time''' The '''date''' and '''time''' on which a '''snapshot''' becomes effective for your project. This is equivalent to a '''reporting date/time'''.
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'''Snapshot Dependent''' Means that the value, style, or format of an object (i.e., task or milestone property) may change from one '''snapshot''' to another as the underlying project data changes. These properties are '''snapshot-dependent''':
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:(1) Start Date
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:(2) Finish Date
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:(3) Baseline Start
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:(4) Baseline Finish
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:(5) %Complete
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:(6) Critical-Path
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:(7) Deadline Date
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:(8) Endpoints
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:(9) Task/Milestone Color
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:(10) Task/Milestone Shape
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:(11) Task/Milestone Height %
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:(11) Task/Milestone Border
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:(12) Task/Milestone Label Font Properties
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'''Snapshot Independent''' Means that an object (i.e., task or milestone property) does not change from one '''snapshot''' to another. Most properties of a OnePager objects are '''snapshot dependent''', but properties like '''task names''', '''task label positions''', and '''row/swimlane configurations''' are '''snapshot independent''', because they are the same across all '''snapshot'''.  '''Note''' that the rows and swimlanes themselves are '''snapshot independent'''.  Also, '''note''' there is no way to have a different set of rows and swimlanes on one '''snapshot''' than you have on all the other '''snapshots''' in OnePager.
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'''Source Plan''' The Microsoft Project or Microsoft Excel file used as the input to the creation or update of a project view.  The source where OnePager Pro and Express obtain their imported data to support the creation or update of a project view.
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'''Swimlane''' A group of one or more contiguous rows.
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'''Swimlane Label'''  The text area on the far left of swimlane containing text that may be input from the Microsoft Project or Microsoft Excel plan.
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'''Swimlane Stripes'''  A pattern, generated under your control, for creating an '''alternating colored''' of background '''colors''' in swimlanes.  The '''swimlane stripes''' include the swimlane '''labels''' if swimlane '''labels''' are visible.
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'''.TAM''' A file type for saving or sharing project views with other OnePager users.
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'''.TAP''' A file type for saving or sharing color palettes with other OnePager users.
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'''.TAT''' A file type for saving or sharing '''templates''' with other OnePager users.
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'''Task/Milestone Link aka Event Link''' An editable connector showing that two tasks/milestones are '''linked''' to each other. Typically this shows that one of them depends upon the other in some way. The '''link''' can display text that describes the '''link''' and can be configured with respect to line thickness, color, and other properties.
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'''Template Properties''' The OnePager form that supports your ability to pre-establish project view properties at the level of rows/swimlanes, tasks and milestones, the legend, multi-page output, headers and footers, comment boxes, event links, and advanced features.  There are many '''Template Properties''' form sets distributed with OnePager and you may create new '''Template Properties''' forms by either editing an existing distributed '''Template Properties''' form or converting an edited project view into a new '''Template Properties''' form.
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'''Text Columns''' The text area immediately to the left of a task/milestone row that contains text that is imported from the Microsoft Project or Microsoft Excel plan.  There are up to five (5) '''text columns''' that may be configured in a project view with data populated from the '''source plan'''.
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'''Time Cursor''' A vertical line whose position indicate the '''Snapshot date''' for the '''snapshot''' that is being displayed.
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'''Vertical Page Break'''  A page break set by you or calculated by OnePager that divides the document into two or more pages from top to bottom.  '''Note''' that the page break lines that separate such pages are horizontal lines.
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'''Warm of merging tasks''' A checkbox found on the '''PVP''' and '''Template Properties''' form's '''Advanced''' tab that provides controls for merging tasks during the project view update process by identifying extra and missing tasks as define below:
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:(1) '''Extra tasks''' Are tasks that are present in the current source but were not present in the original source during an update operation.
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:(2) '''Missing tasks''' Are tasks that were present in the original source but are not present in the current source during an update operation.
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'''Watermark Page Numbers''' The ghosted '''page''' numbers displayed in project view in the '''Page Break View Mode'''.
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'''Zebra Stripes'''  A common name for '''alternating colors''' applied to rows or swimlanes and their '''labels'''.  See the '''Row Stripes''' and '''Swimlane Stripes''' definitions above.
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(28.0.1-60)
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[[Category:Version 6.0]]
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[[Category:OnePager Pro]]
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[[Category:OnePager Express]]
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Revision as of 16:02, 31 May 2022

Introduction

This article addresses the creation of new charts from Smartsheet source plans. Smartsheet source plans are processed by the OnePager Bundle Standalone edition only. Smartsheet source plans are available online and OnePager Bundle requires that you connect to an authorized Smartsheet online account. The workflow presented in this article is based upon OnePager Bundle Standalone and assumes that you have an authorized Smartsheet online account and that OnePager Bundle is already connected to that account.

Overview Flow Chart for OnePager Bundle Standalone & Smartsheet

P71-7 2 5-71-(1)-11162021.png

Preparing the Smartsheet Source Plan

Connect to your Smartsheet online account and access the required source plan. Set the Flags/Numbers field into the Smartsheet source plan. This is the flag that OnePager uses to determine which tasks and milestones to import. Determine which of the tasks and milestones are to be included and set the Flags/Numbers field cell to Yes for these while leaving the remainder of the task's and milestone's Flag field set to No, 0, or blank. At this point the Smartsheet source plan can be saved and closed. The OnePager Bundle Standalone edition of OnePager Bundle does not require that the Smartsheet source plan be launched first.

Launching OnePager Bundle Standalone

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

P71-7 2 3-71-(2)-11152021.png

When you click the NEW button, OnePager displays an abbreviated OnePager choices (OPC) form.

P71-7 2 5-71-(3)-11162021.png

When you click the Select button shown above, OnePager then provides a dropdown menu for you to either choose to use the BROWSE Smartsheet …, or click the RECENT option to access recently created Smartsheet source plan files as shown above. Click the BROWSE Smartsheet … option as shown above access the OnePager Bundle Choose what to import form where you can select an Smartsheet source plan from the list of your Smartsheet files to load as shown here:

P71-7 2 5-71-(4)-11162021.png

When you click on the desired Smartsheet file to select it and then click the OK button on the Choose what to import form above, OnePager loads the selected Smartsheet source plan and provides you with the expanded OPC form so that you can confirm or edit the settings before OnePager creates the new chart.

P71-7 2 5-71-(5)-11162021.png

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

P71-7 2 5-71-(6)-11162021.png

Since the OnePager Bundle can process various source plans from Microsoft Project, Microsoft Excel, Oracle Primavera P6, and Smartsheet, it is necessary to assure that the Starting Template matches the source plan type. OnePager Bundle can normally do this for you but as a reminder please check the Starting Template’s name before proceeding with filling out the rest of the OPC form.

It is recommended that the chart name selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the Select Tasks with ‘YES’ in field: is showing Show It. We’ve added Show It as a User Defined Field (UDF) in Smartsheet as a text field for convenience. Most users select UDF text field to tell OnePager which tasks and milestones to import but any text field or any number field can be used. It is important that the Flag field represented in this window correspond to the Flag field containing the Yes and No data placed in the Smartsheet source plan.

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

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

P71-7 2 5-71-(7)-11162021.png

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

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

Related Links

Creating a NEW Chart via Pull Operation Feature 7.13.1-72

REPLACING a Snapshot via Pull Operation 7.14.1-72

ADDING a Snapshot via Pull Operation 7.15.1-72

Custom Update (Replacing) of a Snapshot via Pull Operation 7.16.1-72

Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-72

(7.2.5-72)

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