Difference between revisions of "Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.0"

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==OnePager Task Link - Overview==
 
==OnePager Task Link - Overview==
  
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4) With OnePager Pro and Express you have the following enhanced capabilities.
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1) With OnePager Pro and Express you have the following enhanced capabilities.
  
 
===Importing Task Link Data from Source Plans===
 
===Importing Task Link Data from Source Plans===
  
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5) '''Task Link''' information can be '''imported''' from both Microsoft Project and Microsoft Excel '''source plans '''and made available for display and '''editing''' in the chart.   
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2) '''Task Link''' information can be '''imported''' from both Microsoft Project and Microsoft Excel '''source plans '''and made available for display and '''editing''' in the chart.   
  
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6) '''Task Links''' imported from '''source plans''' are called '''Data-driven Task Links'''.  
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3) '''Task Links''' imported from '''source plans''' are called '''Data-driven Task Links'''.  
 
   
 
   
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7) When discussing '''Data-driven Task Link imported''' from Microsoft Project, the capability to import '''Data-driven Task Links''' from Microsoft Project Server and Microsoft Project Online is also supported.   
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4) When discussing '''Data-driven Task Link imported''' from Microsoft Project, the capability to import '''Data-driven Task Links''' from Microsoft Project Server and Microsoft Project Online is also supported.   
  
 
===Task Link Editing===
 
===Task Link Editing===
  
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8) '''Task Link''' '''editing''' capabilities are expanded so that you have a greater variety of options for formatting '''Task Link''' '''arrow shapes''', '''arrow''' '''sizes''', '''connection line''' options, '''connection line corner radii''', '''Task Link Dependency Types''', and '''Vertical and Horizontal Anchor points '''on task/milestones.
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5) '''Task Link''' '''editing''' capabilities are expanded so that you have a greater variety of options for formatting '''Task Link''' '''arrow shapes''', '''arrow''' '''sizes''', '''connection line''' options, '''connection line corner radii''', '''Task Link Dependency Types''', and '''Vertical and Horizontal Anchor points '''on task/milestones.
  
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9) '''Manual editing''' capabilities are also enhanced so you can perform '''drag and drop''' operations and '''edit''' the''' properties''' of any and all '''Task Links '''using enhanced '''Task Link''' formatting options.  
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6) '''Manual editing''' capabilities are also enhanced so you can perform '''drag and drop''' operations and '''edit''' the''' properties''' of any and all '''Task Links '''using enhanced '''Task Link''' formatting options.  
  
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10) Manual '''Task Links''' can be '''Daisy Chained''', that is, you can select more than two tasks/milestones and create a series (i.e., '''daisy chain''') of manual '''Task Links''' connecting these tasks/milestones.
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7) Manual '''Task Links''' can be '''Daisy Chained''', that is, you can select more than two tasks/milestones and create a series (i.e., '''daisy chain''') of manual '''Task Links''' connecting these tasks/milestones.
  
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11) You have full control over '''Task Link '''formatting and which '''Task Links '''are '''shown''' or '''hidden''' in charts through the use of the new '''Task Links '''tabs on the '''Template''' and '''Chart Properties '''forms.   
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8) You have full control over '''Task Link '''formatting and which '''Task Links '''are '''shown''' or '''hidden''' in charts through the use of the new '''Task Links '''tabs on the '''Template''' and '''Chart Properties '''forms.   
  
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12) Filtering control over '''showing''' (or '''hiding''')''' Task Links''' is provided in a new '''Task Links Filter Rules '''form.   
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9) Filtering control over '''showing''' (or '''hiding''')''' Task Links''' is provided in a new '''Task Links Filter Rules '''form.   
  
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13) In a similar fashion to how OnePager assists you to manage '''hidden tasks''', OnePager provides a '''Where Are My Links?''' form that lists '''Task Links '''specific to each snapshot and allows you to edit the '''show/hide status''' of any '''Task Link''' in a snapshot.
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10) In a similar fashion to how OnePager assists you to manage '''hidden tasks''', OnePager provides a '''Where Are My Links?''' form that lists '''Task Links '''specific to each snapshot and allows you to edit the '''show/hide status''' of any '''Task Link''' in a snapshot.
  
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14) You also have the capability to manually select a '''Task Link''' with a right-click and use a '''context menu''' to perform manual '''editing''' on the manual or '''Data-driven Task Link'''.  
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11) You also have the capability to manually select a '''Task Link''' with a right-click and use a '''context menu''' to perform manual '''editing''' on the manual or '''Data-driven Task Link'''.  
  
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15) You can perform enhanced '''editing''' of manual '''Task Link properties''' with the enhanced '''Task Link Properties''' form.
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12) You can perform enhanced '''editing''' of manual '''Task Link properties''' with the enhanced '''Task Link Properties''' form.
  
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16) OnePager Express is enhanced such that you can '''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.
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13) OnePager Express is enhanced such that you can '''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.
  
 
===Task Links Based On Predecessor Data===
 
===Task Links Based On Predecessor Data===
  
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17) OnePager Pro and Express are designed to process '''Task Links''' that are specified as '''Predecessors''' '''ONLY'''.
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14) OnePager Pro and Express are designed to process '''Task Links''' that are specified as '''Predecessors''' '''ONLY'''.
  
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18) Although OnePager does not import '''Successor '''data from your '''source plan''', '''successor '''information''' '''is the inverse on '''predecessor '''information found in your '''source plan'''.
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15) Although OnePager does not import '''Successor '''data from your '''source plan''', '''successor '''information''' '''is the inverse on '''predecessor '''information found in your '''source plan'''.
  
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19) This approach guaranties that all your '''Data-driven''' '''Task Links''' are based on valid information from your Microsoft Project '''source plan'''.
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16) This approach guaranties that all your '''Data-driven''' '''Task Links''' are based on valid information from your Microsoft Project '''source plan'''.
  
 
==Links to All Detailed Task Link Articles==
 
==Links to All Detailed Task Link Articles==

Revision as of 14:35, 16 October 2019

Introduction to the OnePager Task Links

1) OnePager Pro and Express always supported the creation and showing of Task Links (previously called Event Links). The process for creating and editing Event Links was limited and totally manual.

2) What was not previously possible was the capability to import Predecessors data from your Microsoft Project or Excel source plan and have OnePager produce a chart with these dependencies graphically displayed.

3) The two illustrations below show a simple Microsoft Project source plan with Predecessors data and the OnePager Pro chart created with the Task Links:

P61-0 4 1 7-61-(1-1)-04272018.png
<P61-0_4_1_7-61-(1-1)-04272018.png>
P61-0 4 1 7-61-(2A)-03092018.png
<P61-0_4_1_7-61-(2A)-03092018.png>

OnePager Task Link - Overview

1) With OnePager Pro and Express you have the following enhanced capabilities.

Importing Task Link Data from Source Plans

2) Task Link information can be imported from both Microsoft Project and Microsoft Excel source plans and made available for display and editing in the chart.

3) Task Links imported from source plans are called Data-driven Task Links.

4) When discussing Data-driven Task Link imported from Microsoft Project, the capability to import Data-driven Task Links from Microsoft Project Server and Microsoft Project Online is also supported.

Task Link Editing

5) Task Link editing capabilities are expanded so that you have a greater variety of options for formatting Task Link arrow shapes, arrow sizes, connection line options, connection line corner radii, Task Link Dependency Types, and Vertical and Horizontal Anchor points on task/milestones.

6) Manual editing capabilities are also enhanced so you can perform drag and drop operations and edit the properties of any and all Task Links using enhanced Task Link formatting options.

7) Manual Task Links can be Daisy Chained, that is, you can select more than two tasks/milestones and create a series (i.e., daisy chain) of manual Task Links connecting these tasks/milestones.

8) You have full control over Task Link formatting and which Task Links are shown or hidden in charts through the use of the new Task Links tabs on the Template and Chart Properties forms.

9) Filtering control over showing (or hiding) Task Links is provided in a new Task Links Filter Rules form.

10) In a similar fashion to how OnePager assists you to manage hidden tasks, OnePager provides a Where Are My Links? form that lists Task Links specific to each snapshot and allows you to edit the show/hide status of any Task Link in a snapshot.

11) You also have the capability to manually select a Task Link with a right-click and use a context menu to perform manual editing on the manual or Data-driven Task Link.

12) You can perform enhanced editing of manual Task Link properties with the enhanced Task Link Properties form.

13) OnePager Express is enhanced such that you can 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.

Task Links Based On Predecessor Data

14) OnePager Pro and Express are designed to process Task Links that are specified as Predecessors ONLY.

15) Although OnePager does not import Successor data from your source plan, successor information is the inverse on predecessor information found in your source plan.

16) This approach guaranties that all your Data-driven Task Links are based on valid information from your Microsoft Project source plan.

Links to All Detailed Task Link Articles

7) Please use the Wiki article links below to find detailed information on the Data-driven Task Links feature and the enhancements made to manual Task Links in OnePager.

8) The articles in the top two row's in the table of links below provide you with an overview to the new Data-driven Task Link feature and the enhancements made to the existing manual Task Link capabilities.

Data Driven and Manual Task Link Overview Articles

Data-Driven Task Links for OnePager Pro 19.1.1.1-70 Data-Driven Task Links for OnePager Express 19.1.1.2-70
Manual Task Links for OnePager Pro 19.1.2.1-70 Manual Task Links for OnePager Express 19.1.2.2-70

Importing, Managing, and Editing Data-Driven and Manual Task Links

Data-Driven Task Link Import Rules for OnePager Pro 19.1.3.1-70 Data-Driven Task Link Import Rules for OnePager Express 19.1.3.2-70
Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro 19.2.1-70 Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express 19.2.2-70
Editing Task Links with the Chart Properties Form for OnePager Pro 19.3.1-70 Editing Task Links with the Chart Properties Form for OnePager Express 19.3.2-70
Manual Editing of Task Links for OnePager Pro 19.4.1-70 Manual Editing of Task Links for OnePager Express 19.4.2-70
Using the Where Are My Links? Form for OnePager Pro 19.5.1-70 Using the Where Are My Links? Form for OnePager Express 19.5.2-70
Notes on Data-Driven Task Links for OnePager 7.0 19.7.1-70

Related Links

Getting Started (Portal) 3.0.1-70

Basic Workflows (Portal) 7.0.1-70

Conditional Import Filters (Portal) 7.18.1-70

Conditional Formatting (Portal) 11.0.1-70

Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" 9.4.1-70

(19.0.1-70)

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