Difference between revisions of "Linking Tasks and Milestones (Adding, Deleting, Modifying) for Version 5.3"

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==About Links and Linking Tasks/Milestones==
 
==About Links and Linking Tasks/Milestones==
  
If you need to show dependencies, OnePager provides a means for you to '''link''' one task or milestone with another.
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If you need to show '''dependencies''', OnePager provides a means for you to '''link''' one task or milestone with others.  '''OnePager Pro''' does not import dependency information from Microsoft Project or Microsoft Excel.
  
==Adding and Deleting Links==
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==Adding Links==
  
 
1) Select '''two''' (and only '''two''') links by clicking the first task or milestone and then clicking the second task or milestone while holding down the '''CTRL key'''.  
 
1) Select '''two''' (and only '''two''') links by clicking the first task or milestone and then clicking the second task or milestone while holding down the '''CTRL key'''.  
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<center>[[File:P52-19_-(3)-06042015.png]]</center>
 
<center>[[File:P52-19_-(3)-06042015.png]]</center>
 
  
 
5) You may edit a link by right-clicking the link and selecting the appropriate command from the context menu that appears.
 
5) You may edit a link by right-clicking the link and selecting the appropriate command from the context menu that appears.
  
:a) '''Delete'''  To '''delete''' a task/milestone link either from the '''current snapshot''' or '''all snapshots''', right-click on the link and choose one of the '''Delete''' options as shown below:
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==Deleting Links==
 +
 
 +
:a) To '''delete''' a task/milestone link either from the '''current snapshot''' or '''all snapshots''', right-click on the link and choose one of the '''Delete''' options as shown below:
  
 
<center>[[File:P52-19_-(4)-06042015.png]]</center>
 
<center>[[File:P52-19_-(4)-06042015.png]]</center>
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==Ordering Links==
 
==Ordering Links==
  
:b) '''Order'''  The '''Order'''command allows you to place the link within the display area relative to other graphics in the Z-direction.  Please see the article on [[Deleting, Ordering, and Changing Images for Version 5.3 | Deleting, Ordering, and Changing Images]] in the [[Background Images for Version 5.3 (Portal) | Background Images (Portal)]] group of articles.  The '''Order''' command appears like this when you right-click a link:
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:b) The '''Order''' command allows you to place the link within the display area relative to other graphics in the z-Axis.  This command operates similar to other '''Order''' operations.  Please see the article on [[Deleting, Ordering, and Changing Images for Version 5.3 | Deleting, Ordering, and Changing Images]] in the [[Background Images for Version 5.3 (Portal) | Background Images (Portal)]] group of articles.  The '''Order''' command appears like this when you right-click a link:
  
 
<center>[[File:P52-19_-(5)-06042015.png]]</center>
 
<center>[[File:P52-19_-(5)-06042015.png]]</center>
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==Adding Another Link==
 
==Adding Another Link==
  
:c) '''Add another..."  This command, when selected, will bring up the '''Specify Event Link''' form for the selected tasks/milestones.  This allows you to '''add another link''' between the two selected task/milestones with different properties.  The example below shows a second link added that is positioned further to the right of the first link:
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:c) This command, when selected, will bring up the '''Specify Event Link''' form for the selected tasks/milestones.  This allows you to '''add another link''' between the two selected task/milestones with different properties.  The example below shows a second link added that is positioned further to the right of the first link:
  
 
<center>[[File:P52-19_-(6)-06042015.png]]</center>
 
<center>[[File:P52-19_-(6)-06042015.png]]</center>
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==Modifying Link Properties==
 
==Modifying Link Properties==
  
:d) '''Properties...'''  The '''Properties …''' command is discussed more extensively below in the '''Modifying Link Formatting''' discussion below.
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:d) The '''Properties …''' command is discussed more extensively in the '''Modifying Link Formatting''' discussion below.
  
 
==Putting Links in all Snapshots==
 
==Putting Links in all Snapshots==
  
:e) '''Put at all snapshots'''  This command will assure that in a '''multi-snapshot''' project view that the selected link is included in '''all snapshots''' where the two participating tasks appear.
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:e) This command will assure that in a '''multi-snapshot''' project view that the selected link is included in '''all snapshots''' where the two participating tasks appear.
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 +
:f)  You have the option, as noted in the '''Delete''' links discussion above, to '''delete links''' from individual snapshots.  To do this it requires going to the desired '''snapshot''' and specifically using the '''Delete''' command with the '''From this snapshot''' sub-command to achieve the desired result.  This option works in the same way as '''deleting curtains''' from specific '''snapshots'''.  Please see this article for reference:  [[Creating and Managing Curtains for Version 5.3 | Creating and Managing Curtains]].
  
 
==Modifying Link Formatting==
 
==Modifying Link Formatting==
  
Once a task/milestone link is created, its style can be modified as shown by the steps below:  
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Once a task/milestone link is created, its '''properties''' can be modified as shown by the steps below:  
  
 
1) Begin by right-clicking the link, and choosing '''Properties …''' command. This will bring up the same '''Specify Event Links''' form.  
 
1) Begin by right-clicking the link, and choosing '''Properties …''' command. This will bring up the same '''Specify Event Links''' form.  
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<center>[[File:P52-19_-(7)-06042015.png]]</center>
 
<center>[[File:P52-19_-(7)-06042015.png]]</center>
  
2) The following properties of a link may be modified:
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2) The following '''link properties''' may be modified:
  
:a) '''Link annotation'''  Optional text that '''labels''' the task/milestone link.  See “Link font” for instructions for changing “Link Annotation” properties.
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:a) '''Link annotation'''  This window allows for the insertion of optional text that '''labels''' the task/milestone link.  See '''Link font''' below for instructions for changing the text in the '''Link annotation''' window.
  
:b) '''Time position of link on first task/milestone:''' Slider bar that lets you position the starting point of the task/milestone link. This allows you to show a link that starts somewhere in the interior of a summary task.
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:b) '''Time position of link on first task/milestone''' This slider bar allows you to position the '''starting point''' of the link. You can show a that a link '''starts''' somewhere in the interior of a task/milestone.
  
:c) '''Time position of link on second task/milestone:''' Slider bar that lets you position the ending point of the link somewhere in the interior of the second task/milestone.
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:c) '''Time position of link on second task/milestone'''   This slider bar allows you to position the '''ending point''' of the link somewhere in the interior of the second task/milestone.
  
:d) '''Elbow position:''' Slider bar that lets you position the horizontal elbow of the task/milestone link. This is useful for making sure that the link annotation is not obscured by something else on the screen.
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:d) '''Elbow position'''   This slider bar allows you to position the '''horizontal elbow''' of the link. This is useful for making sure that the '''link annotation''' is not obscured by something else.
  
:e) '''Arrows:''' Radio buttons that let you specify arrow point at the start and/or finish of the task/milestone link.
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:e) '''Arrows'''   This radio buttons allows you to specify '''arrow point''' at the '''start and/or finish''' of the link.
  
:f) '''Link color:''' Color of the link line segment.  The “Link color” drop down button provides access to the “Color Chooser” hence to alternative palettes and the “No Fill” feature.
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:f) '''Link color''' This control allows you to specify the '''color''' of the link line segment.  The '''Link color''' dropdown button provides access to the '''Color Chooser''' form.  This form also provides access to '''alternative palettes''' and the '''No Fill''' feature.
  
:g) '''Link thickness:''' Sets the thickness of the task/milestone link line segment.  Line thickness is measured in the units established in the template (i.e., inches or centimeters).
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:g) '''Link thickness'''   This control sets the '''thickness''' of the link line segment.  Line '''thickness''' is measured in the units established in the '''template''' (i.e., '''inches''' or '''centimeters''').
  
:h) '''Link font:''' Gives you access to the font properties for showing the task/milestone link annotation as shown below:
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:h) '''Link font'''   This control gives you access to the '''Font properties''' form for controlling the '''font properties''' of the '''link annotation''' (i.e., link '''label text''') as shown below:
  
 
<center>[[File:P52-19_-(8)-06042015.png]]</center>
 
<center>[[File:P52-19_-(8)-06042015.png]]</center>
  
3) The “No Fill feature applies to Links and can be useful for representations of thick link segments.  See the description of “No Fill” in a previous section.
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3) The '''No Fill''' feature applies to links and can be useful for representations of '''thick link segments'''.
  
 
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(19.0.1-53)

Latest revision as of 21:28, 18 March 2016

About Links and Linking Tasks/Milestones

If you need to show dependencies, OnePager provides a means for you to link one task or milestone with others. OnePager Pro does not import dependency information from Microsoft Project or Microsoft Excel.

Adding Links

1) Select two (and only two) links by clicking the first task or milestone and then clicking the second task or milestone while holding down the CTRL key.

2) Go to the Insert tab on the ribbon and click the Event Links button:

P53-19 0 1-53-(1)-12302015.png

3) The Specify Event Links form will appear, allowing you to customize the style of the link:

P52-19 -(2)-06042015.png

4) Make the changes desired to the settings in the form and then click OK. The link will appear on the screen between the two selected tasks or milestones:

P52-19 -(3)-06042015.png

5) You may edit a link by right-clicking the link and selecting the appropriate command from the context menu that appears.

Deleting Links

a) To delete a task/milestone link either from the current snapshot or all snapshots, right-click on the link and choose one of the Delete options as shown below:
P52-19 -(4)-06042015.png

Ordering Links

b) The Order command allows you to place the link within the display area relative to other graphics in the z-Axis. This command operates similar to other Order operations. Please see the article on Deleting, Ordering, and Changing Images in the Background Images (Portal) group of articles. The Order command appears like this when you right-click a link:
P52-19 -(5)-06042015.png

Adding Another Link

c) This command, when selected, will bring up the Specify Event Link form for the selected tasks/milestones. This allows you to add another link between the two selected task/milestones with different properties. The example below shows a second link added that is positioned further to the right of the first link:
P52-19 -(6)-06042015.png

Modifying Link Properties

d) The Properties … command is discussed more extensively in the Modifying Link Formatting discussion below.

Putting Links in all Snapshots

e) This command will assure that in a multi-snapshot project view that the selected link is included in all snapshots where the two participating tasks appear.
f) You have the option, as noted in the Delete links discussion above, to delete links from individual snapshots. To do this it requires going to the desired snapshot and specifically using the Delete command with the From this snapshot sub-command to achieve the desired result. This option works in the same way as deleting curtains from specific snapshots. Please see this article for reference: Creating and Managing Curtains.

Modifying Link Formatting

Once a task/milestone link is created, its properties can be modified as shown by the steps below:

1) Begin by right-clicking the link, and choosing Properties … command. This will bring up the same Specify Event Links form.

P52-19 -(7)-06042015.png

2) The following link properties may be modified:

a) Link annotation This window allows for the insertion of optional text that labels the task/milestone link. See Link font below for instructions for changing the text in the Link annotation window.
b) Time position of link on first task/milestone This slider bar allows you to position the starting point of the link. You can show a that a link starts somewhere in the interior of a task/milestone.
c) Time position of link on second task/milestone This slider bar allows you to position the ending point of the link somewhere in the interior of the second task/milestone.
d) Elbow position This slider bar allows you to position the horizontal elbow of the link. This is useful for making sure that the link annotation is not obscured by something else.
e) Arrows This radio buttons allows you to specify arrow point at the start and/or finish of the link.
f) Link color This control allows you to specify the color of the link line segment. The Link color dropdown button provides access to the Color Chooser form. This form also provides access to alternative palettes and the No Fill feature.
g) Link thickness This control sets the thickness of the link line segment. Line thickness is measured in the units established in the template (i.e., inches or centimeters).
h) Link font This control gives you access to the Font properties form for controlling the font properties of the link annotation (i.e., link label text) as shown below:
P52-19 -(8)-06042015.png

3) The No Fill feature applies to links and can be useful for representations of thick link segments.

(19.0.1-53)