Difference between pages "Manual Editing of Task Links for OnePager Pro for Version 6.1" and "Template Only Features for Smartsheet Source Plans in OnePager Version 7.2"

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==Overview==
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==About Template Properties Forms for Smartsheet==
  
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This article covers the '''Manual editing''' of '''Task Links'''.  Included are discussions of '''manual editing''' of manual and '''Data-driven Task Links''' in the project view.
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OnePager Bundle '''Standalone''' is distributed with a set of '''Template Properties''' forms for Smartsheet.  The set of '''Template Properties''' forms is subdivided into '''English''' and '''Metric''' sub-sets as described below.  
  
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1) In the discussion that follows on '''manual editing''' using the '''Project View Editor '''('''PVE'''), it is assumed that '''Data-driven Tasks '''are '''imported'''.  For more information on the rules governing the '''importing Data-driven Task Links''' please see the article at: [[Data-Driven Task Link Import Rules for OnePager Pro for Version 6.1| Data-Driven Task Link Import Rules for OnePager Pro]]. <!--19.1.3.1-61.-->
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==About Template Properties Form Only Features==
  
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2) Manual '''Task Links''' are provided in project view illustrations in this article where necessary to call attention to how '''editing '''techniques differ between '''Data-driven Task Links '''and manual '''Task Links'''.
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Because the '''Template Properties''' and '''Chart Properties''' forms are similar, this article only covers the areas of the '''Template Properties''' form that are different from the '''Chart Properties''' form.  
  
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3) The '''Task Links Upgrade '''provided in OnePager Pro 6.1 is quite comprehensive thus this article contains all the topics on '''Manual editing '''of '''Task Links''' in this one place.
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For more information on '''Template Properties''' and '''Chart Properties''' forms, please see the articles at: [[Core Concepts for OnePager 7.2 (Portal) | Core Concepts (Portal)]] 4.0.1-712 and [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
  
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4) There are references placed throughout the article to other related subjects and a list of '''related articles''' is provided end of this article.
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You should familiarize yourself with the '''Chart Properties''' form before reading this article.
  
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5) The organization of this article follows the process of '''Task Link editing '''from the selection of the '''Task Links''' through the various methods available to '''edit''' '''Task Link properties''' in the '''PVE'''. Please use the '''hyperlinks '''in the '''Contents''' box at the top of this article to go directly to specific topics.
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For more information on the '''Chart Properties''' form, please see the article at:  [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
  
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==Selecting Task Links for Editing in the Project View Editor==
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==A Few Words On Template Properties Forms==
  
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===Using the Mouse Left-Click to Select Task Links for Editing===
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===Permanent Template Properties Forms===
  
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1) As with all graphics managed by the '''PVE''', '''Task Links '''(manual and '''Data-driven''') are selectable with a left-click where the mouse is placed on the desired '''Task Link'''.
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Chronicle Graphics, Inc. ships/distributes OnePager with one pre-defined '''permanent Template Properties''' forms for Smartsheet that you cannot accidentally '''delete'''.  The '''permanent Template Properties''' form has the word '''Permanent''' in its name.  The '''permanent Template Properties''' form cannot be '''edited''' hence all the control features on each tab are '''disabled'''.
  
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'''Data-Driven Task Links'''
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The '''permanent Template Properties''' form has the word '''Permanent''' in its name.  The '''permanent Template Properties''' form cannot be modified hence all the control features on each tab are '''disabled'''.
  
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2) When you perform the left-click, the '''Task Link '''is highlighted at its '''Begin''' and '''End points''' and, depending upon the '''Task Link’s '''shape, at various points along the '''connection line '''between the '''predecessor '''and '''successor '''task as shown below:
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===Metric Versus Non-Metric===
  
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<center>[[File:P61-19_4_1-61-(1)-08212018.png]]</center>
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Within a '''Template Properties''' form there are settings which are '''distance measures''' that must be considered when building the chart. These include the '''height''' of individual '''rows''', the '''height''' of the '''percent-complete bar''' within a task bar, and the like.  
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<!--center>&lt;P61-19_4_1-61-(1)-08212018.png&gt;</center-->
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3) Looking at the illustration above, the selected '''Data-driven Task Link '''is highlighted with '''green grab points '''at its '''Begin''' and '''End points''' and '''yellow grab points '''on its '''connection line '''segments.
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OnePager supports two measurement conventions:  (1) English ('''inches''') and (2) Metric ('''centimeters''').  For convenience, you can identify a '''Metric''' based '''Template''' form because the word '''(metric)''' is included in the title.  And these two sets of '''Template Properties''' forms are separated by default into '''English''' and a '''Metric sub-folder''' of the default '''Templates''' folder.
  
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4) Using your mouse to click on one of these '''grab points''' and employing a left-click you can manually use '''drag and drop''' methods to adjust the positons of the '''grab point'''.
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==Template Properties Form's Main Tab==
  
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:a) If you click on a '''yellow grab point''' on a selected manual or '''Data-driven Task Link''', you can move it left or right or up or down depending on its position.
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The '''Main''' tab of the '''Template Properties''' form differs slightly from the '''Chart Properties''' form.  The '''Template Properties''' form does not have entry controls for the '''Start date''', '''End date''', '''Title''', because '''dates''' are systematically produced by OnePager based on the earliest '''start date''' and '''latest finish dates''' in your '''source plan''' data.  The '''Title''' is something you designate as you '''create the new''' chart with the OnePager choices ('''OPC''') form.
  
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:b) For '''Data-driven Task Links''', grabbing a '''green grab point''' on a '''Begin '''or '''End point '''only allows you to move the '''grab point''' to the '''top''', '''middle''', or '''bottom''' of the task’s edge. This is because '''Data-driven Task Links '''have their positions on '''predecessor''' or '''successor''' tasks determined by data '''imported '''from your '''source plan'''.
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<center>[[File:P71-24_2_3-71-(1-1)-02042022.png]]</center>
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<!--<center>P71-24_2_3-71-(1-1)-02042022.png</center>-->
  
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'''Manual Task Links'''
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The '''Colors''' control group provides access to the '''Color Palette''' controls for '''creating''' and '''editing Color Palettes'''.  Additionally, the '''Colors''' control group contains all the controls for setting the '''Chart Background''' and access to the '''Set line properties''' form and its sub-tabs through the '''Borders, frames, and time-cursor properties''' button shown here:
  
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5) For manual '''Task Links''', grabbing a '''green grab point''' on a '''Begin '''or '''End point''' is not constrained to the edge of the task. You have the option to move the '''green grab point''' to eight (8) initial positions on the task as shown below:
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<center>[[File:P71-24_2_2-71-(2A)-12232021.png]]</center>
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<!--<center>P71-24_2_2-71-(2A)-12232021.png</center>-->
  
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<center>[[File:P61-19_4_1-61-(2)-08212018.png]]</center>
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The controls for '''Row Borders''' can be found in the '''Template Properties''' form's '''Rows/Swimlanes''' tab at each of the three '''sub-tabs''' in the '''Swimlanes''' control group.  For more information on '''Row Borders''', please see the article at: [[Row and Swimlane Borders for Version 7.2 | Row and Swimlane Borders]] 12.04.1-72
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<!--center>&lt;P61-19_4_1-61-(2)-08212018.png&gt;</center-->
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:a) Using the '''drag and drop''' method for repositioning a manual '''Task Link’s Begin '''or '''End point''' is limited with the '''PVE.'''
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The '''Task Selection''' control group provides a convenient place in the '''Template Properties''' form for you to preset the method you want to use for '''importing''' task/milestone information from your Smartsheet '''source plan'''.
  
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:b) However, you can more precisely reposition a manual '''Task Link’s Begin '''or '''End points '''along the duration of a task by using the '''Task Link Properties''' form.  Please see the section at: [[Manual Editing of Task Links for OnePager Pro for Version 6.1#Manual Editing of Task Link Properties in the Project View Editor | Manual Editing of Task Link Properties in the Project View Editor]]. <!--19.4.1-61.-->
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==Template Properties Form's Time Axis Tab==
  
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===Using the Mouse Right-Click to Select Task Links for Editing===
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The '''Time Axis''' tab provides additional '''Time Axis creation''' and '''editing''' capabilities and to '''centralize all time axis''' related controls at one '''Template Properties''' form tab.
  
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6) Right-clicking on any '''Task Link''' selects the '''Task Link''' and accesses the '''context menu '''for the type of '''Task Link '''selected.  The '''context menus '''for manual and '''Data-driven Task Links''' differ slightly as explained below.
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The same intent is true for the '''Chart Properties''' form's '''Time Axis''' tab.  The '''Time Axis''' tab for the OnePager '''Template Properties''' form is shown below:.
  
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'''Data-Driven Task Links'''
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<center>[[File:P71-24_2_3-71-(1)-12242021.png]]</center>
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<!--<center>P71-24_2_3-71-(1)-12242021.png</center>-->
  
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7) You can use a mouse right-click on a '''Data-driven Task Link''' to access its '''context menu''' as shown here:
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The controls in the '''Time Axis''' tab are identical to those in the '''Chart Properties''' form's '''Time Axis''' tab.  For more information on the '''Time Axis''' tab, please see the article at  [[Modifying the Time Axis for Version 7.2 (Portal) | Modifying the Time Axis (Portal)]] 22.0.1-72
  
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<center>[[File:P61-0_4_1_7-61-(3E)-06092018.png]]</center>
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==Template Properties Form's Rows/Swimlanes Tab==
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<!--center>&lt;P61-0_4_1_7-61-(3E)-06092018.png&gt;</center-->
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:a) '''Data-driven Task Links '''can be '''hidden''' in the current snapshot or all snapshots.
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The '''Rows/Swimlanes''' tab provides additional '''Rows/Swimlanes creation''' and '''editing''' capabilities and '''centralizes all rows and swimlanes''' related controls at one '''Template Properties''' form tab. The same intent is true for the '''Chart Properties''' form's '''Time Axis''' tab.  The '''Rows/Swimlanes''' tab for the Smartsheet '''Template Properties''' form is shown below:
  
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:b) '''Data-driven Task Links''' cannot be '''deleted''' as they are created from Microsoft Project '''source plan '''data.
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<center>[[File:P71-24_2_3-71-(4)-12242021.png]]</center>
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<!--<center>P71-24_2_3-71-(4)-12242021.png</center>-->
  
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:c) The '''Order''' command functions the same for '''Task Links '''as for other objects in the project view.
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For more information on the '''Rows/Swimlanes''' tab, please see the articles at: [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-72
  
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:d) Clicking the '''Properties … '''command accesses the '''Task Links Properties '''form as shown below so that you can '''edit''' the properties of individual or multiple selected '''Task Links''':
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==Template Properties Form's Task Links Tab==
  
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<center>[[File:P61-0_4_1_7-61-(3F)-06092018.png]]</center>
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The '''Task Links''' tab in OnePager provides the capability to preset properties for '''Data-Driven''' and manual '''Task Links''' before a chart is created.
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<!--center>&lt;P61-0_4_1_7-61-(3F)-06092018.png&gt;</center-->
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:e) Please see the section at: [[Manual Editing of Task Links for OnePager Pro for Version 6.1#Manual Editing of Task Link Properties in the Project View Editor | Manual Editing of Task Link Properties in the Project View Editor]]. <!--19.4.1-61.-->
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<center>[[File:P71-24_2_3-71-(4A)-12242021.png]]</center>
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<!--<center>P71-24_2_3-71-(4A)-12242021.png</center>-->
  
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:f) When a '''Data-driven Task Link’s formatting '''is '''edited''' it becomes a '''mavericked Data-driven Task Link'''.
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Of importance is the '''Show task links''' checkbox in the '''Default Task-Link Formatting''' control group shown above.  This checkbox acts as a '''Master Switch''' enabling the '''Task Links''' feature in OnePager.
  
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'''Manual Task Links'''
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The '''Import predecessors''' checkbox is unchecked or '''OFF''' in OnePager Express distributed '''Template Properties''' forms.  This avoids an initial cluttering of the chart if there are a large number of '''dependencies imported''' from the Smartsheet '''source plan'''.  This approach also gives you full control over the '''Task Link import''' process from the chart.  The controls in the '''Task Links''' tab are identical to those in the '''Chart Properties''' form's '''Task Links''' tab.
  
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8) As with previous versions of OnePager, manual '''Task Links '''can also be selected with a right-click to access their '''context menu '''as shown below:
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For more information on the '''Chart Properties''' form's '''Task Links''' tab, please see the article at: [[Editing Task Links with the Chart Properties Form for OnePager for Version 7.2 | Editing Task Links with the Chart Properties Form]] 19.3.1-72
  
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<center>[[File:P61-0_4_1_7-61-(3G)-06092018.png]]</center>
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==Template Properties Form's Advanced Template Tab==
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<!--center>&lt;P61-0_4_1_7-61-(3G)-06092018.png&gt;</center-->
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:a) Manual '''Task Links''' can be '''deleted''' as there is no correspondence between manual '''Task Links '''and '''Predecessor''' data from the '''source plan'''.
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The '''Advanced''' tab is shown below.  Most of these parameters in the '''Template Properties''' form are identical to those appearing in the '''Chart Properties''' form.  
  
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:b) Manual '''Task Links '''can be '''hidden''' by accessing its '''Where Are My Links? '''form entry and unchecking their '''Show '''checkbox. Please see the article at: [[Using the Where Are My Links? Form for OnePager Pro for Version 6.1 | Using the Where Are My Links? Form for OnePager Pro]]. <!--19.5.1-61.-->
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<center>[[File:P71-24_2_3-71-(5)-12242021.png]]</center>
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<!--<center>P71-24_2_3-71-(5)-12242021.png</center>-->
  
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:c) When a manual''' Task Link’s formatting '''is '''edited''' it becomes a '''mavericked '''manual''' Task Link.'''
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===Lock Background Checkbox Not Available===
  
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===Selecting Multiple Task Links===
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In the '''Template Properties Form’s Advanced''' tab there is no '''Lock background''' checkbox in the '''Display options''' group.  This is an option available '''after''' the chart is '''created'''.
  
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9) You can use your mouse to select multiple '''Task Links''' for '''editing '''using the same procedures as used to select multiple '''task/milestones''', '''Rows''',''' Swimlanes''', and '''Time Axis Level Cells''' by combining the pointing of your mouse to the '''Task Link '''in combination with the '''CTL+Left-Click'''.  The '''SHIFT+Left-Click''' operation is not active for selecting '''Task Links'''.
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===Default Snapshot Date===
  
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10) This technique is recommended if you want to '''edit''' the '''Task Link properties''' of multiple (but not all) '''Task Links''' such as their '''connection line color''', '''arrow head shape''', or '''connection line dash type''', for example.
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For Smartsheet the only available '''Default Snapshot Dates''' are the '''Last-modified date''' and the '''Current date''' since Smartsheet does not provide any further information on '''project status''' for '''import''' into OnePager.
  
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11) '''Caution''': Since '''Task Link connection lines''' are generally not configured or routed the same, it is not possible to select '''multiple Task Links''' and use the '''drag and drop method''' on the '''connection lines''' to reroute them manually.
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===Configuring Multi-Project Imports===
  
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12) As an example, suppose you have the BlueGrass Project Plan Report – Pro project view with all '''Data-driven Task Links showing''' as illustrated above.
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One key difference between the '''Template Properties''' form and '''Chart Properties''' form is the ability to use the '''Template''' to configure a '''multi-project''' import. 
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<!--
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For more information on the '''Merge tasks on snapshot replacement''', please see this section in the article at:  [[Template Only Features for OnePager Express for Version 7.2#Merge Tasks On Snapshot Replacement | Merge Tasks On Snapshot Replacement]]] 24.2.1-72-->
  
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:a) Using your mouse with the '''CTL+Left-Click''' selects several '''Data-driven Task Links'''.
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Additional information is available on creating '''Multi-Project''' charts at: 
  
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:b) When the first '''Task Link '''is selected, it is highlighted with '''green grab points''' at the '''Begin '''and '''End point shapes''' and '''yellow grab points''' along the '''connection line''' if the routing has multiple corners.
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<center>
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{| class="wikitable"
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| [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72
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|-
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| [[Creating Various Multi-Project Charts with OnePager for Version 7.2 (Portal) | Creating Various Multi-Project Charts with OnePager (Portal)]] 8.0.1-72
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|}
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</center>
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<!--
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===Merge Tasks On Snapshot Replacement===
  
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:c) When you select the second, third, and so on '''Task Link''' using this method, the selected '''Task Links''' are highlighted with only '''green grab points''' as shown below:
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Checking this checkbox to '''ON''' puts any charts created with this '''Template Properties''' form into the '''Multi-File-Multi-Project Mode'''.  This mode is specifically designed to support users who want to create '''Multi-Project''' charts from several independent Microsoft Excel '''source plans'''.  It allows OnePager to recognize data as coming from more than one unique file and combine that into your OnePager chart, hence the '''merge''' reference.  This is an '''advanced feature''' and when used, OnePager needs you to create a '''Task ID''' column with '''uniquely numbered task bars and milestone symbols''' that can be '''imported''' from the various Microsoft Excel '''source plans'''.  This is necessary so that OnePager uniquely recognize each '''row''' in each separate file.
  
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<center>[[File:P61-0_4_1_7-61-(3K)-06092018.png]]</center>
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A simple example shows how this checkbox works.   Suppose that the first Microsoft Excel '''source plan''' contains tasks A, B, and C and that the second '''source plan''' contains tasks D, E, and F.  After making a new chart from the first '''source plan''', you open the second Microsoft Excel '''source plan''' and '''update''' the chart in '''Replace Snapshot''' mode.  If the checkbox is checked '''ON''', the chart now contains task shapes A, B, C, D, E, and F.  If the checkbox is not checked, or '''OFF''', the chart now contains only task shapes D, E, and F.  Once you adopted this scheme for the chart being '''created''', it is '''not possible to update''' the chart in the future in the default '''Single-File-Single-Project Mode.-->
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<!--center>&lt;P61-0_4_1_7-61-(3K)-06092018.png&gt;</center-->
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:d) To begin the''' edit''' process on the selected '''Task Links''', right-click on any of the selected '''Task Links''' to access the '''context menu '''and click on the desired command as shown here:
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===Safely Combine Tasks From Different Files Checkbox===
  
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<center>[[File:P61-0_4_1_7-61-(3L)-06092018.png]]</center>
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Checking this checkbox to '''ON''' puts any charts created with this '''Template Properties''' form into the '''Multi-File-Multi-Project Mode'''. The '''Multi-File-Multi-Project Mode''' is specifically designed to support users who want to create '''Multi-Project''' charts.  This is an '''advanced feature''' and when used, OnePager numbers task bars and milestone symbols imported from the various Microsoft Project '''source plans''' accessed differently than when only a '''single''' project '''source plan''' is '''imported'''.  
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<!--center>&lt;P61-0_4_1_7-61-(3L)-06092018.png&gt;</center-->
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:e) If you select the '''Properties … '''command, the '''Task Link Properties '''form appears as shown here:
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This is done so that OnePager can support the '''creation''' of subsequent '''snapshots''' for the '''Multi-File-Multi-Project''' chart in the future.  Once you adopted this scheme for the chart being '''created''', it is '''not possible to update''' the chart in the future in the default '''Single-File-Single-Project Mode.'''  To enforce this requirement, the OnePager's '''Chart Properties''' form’s '''Advanced''' tab shows the '''Safely combine tasks from different files''' checkbox but the command is '''disabled'''.
  
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<center>[[File:P61-0_4_1_7-61-(3M)-06092018.png]]</center>
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<center>[[File:P71-24_2_3-71-(7)-12242021.png]]</center>
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<!--center>&lt;P61-0_4_1_7-61-(3M)-06092018.png&gt;</center-->
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<!--<center>P71-24_2_3-71-(7)-12242021.png</center>-->
  
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:f) To complete the example, you can '''edit''' the '''Color: '''dropdown in the '''Line''' '''Style '''sub-group to red and click '''OK''' on the form and get the result shown below:
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==Template Properties Form's Field Mappings Tab==
  
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<center>[[File:P61-0_4_1_7-61-(3N)-06092018.png]]</center>
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The new '''Field Mappings '''tab in the '''Template Properties''' form for Smartsheet looks like this:
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<!--center>&lt;P61-0_4_1_7-61-(3N)-06092018.png&gt;</center-->
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:g) After completing the '''edit''' operation above, the selected '''Task Links '''remain selected in case you want to make more '''edits'''. Clicking anywhere in open space deactivates the selections.
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<center>[[File:P71-24_2_3-71-(6)-12242021.png]]</center>
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<!--<center>P71-24_2_3-71-(6)-12242021.png</center>-->
  
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13) Using this technique, you can select multiple '''Data-driven Task Links '''as well as manual '''Task Links''' in one multiple selection operation and perform '''edits''' on all selected '''Task Links'''.
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===Basic and Date Mappings===
  
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14) Making any formatting '''edits''' to '''Task Links '''either singly or in a multiple selection operation makes the '''edited Task Links mavericks'''.
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OnePager uses '''source fields''' for many purposes : (1) displaying task names, (2) displaying start dates, (3) assigning colors to tasks, and (4) grouping rows into swimlanes.  The use of a '''source field''' for a purpose is called a '''field mapping'''.  The eight (8) dropdown lists above are a set of important '''field mappings''' that are collected in the '''Field Mappings''' tab page.  The other '''field mappings''' are on the '''Rows/Swimlanes''', '''Task Bars''', and '''Milestones''' form tab pages.
  
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15) You can restore multiply selected '''Task Links '''back to their default formatting by accessing the '''Task Links Properties '''form shown above and clicking the '''Use Format Defaults '''button followed by clicking the '''OK '''button as shown below:
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Some '''field mappings''' (e.g. percent-complete) appear both here and on other '''Template Properties''' form tab pages.  This  '''Field Mappings''' tab in the '''Template Properties''' form is also available in the '''Chart Properties''' form.
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Each dropdown list contains the '''source fields''' that have the correct data type(s) for the  purpose.  For example, in the '''Basic Mappings''' group, the '''Task label''' field dropdown contains only text fields from Smartsheet.  And the dropdown lists in the '''Date Mappings''' group contain only Smartsheet date fields. 
  
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<center>[[File:P61-0_4_1_7-61-(4C)-06222018.png]]</center>
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These mappings are useful if your standard field usage differs and you want to avoid having to constantly make the changes on the second page of OnePager choices ('''OPC''') form shown below:
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<!--center>&lt;P61-0_4_1_7-61-(4C)-06222018.png&gt;</center-->
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===The Selecting all Task Links Feature===
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<center>[[File:P71-24_2_3-71-(7A)-12242021.png]]</center>
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<!--<center>P71-24_2_3-71-(7A)-12242021.png</center>-->
  
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16) There is a feature available so you can select '''all''' '''Task Links''' '''shown''' in the project view. It involves using the OnePager Pro 6.1 ribbon’s '''Home '''tab as follows:
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For more detailed information on the '''Field Mappings''' feature, please see this section in the article at: [[Field Mappings Tab for Smartsheet in OnePager Version 7.2#Basic Mappings | Field Mappings Tab for Smartsheet in OnePager - Basic Mappings]] 21.19.1-72
  
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:a) To select all '''Task Links '''('''Data-driven''' and manual) in one operation go to the OnePager Pro 6.1 ribbon’s '''Home '''tab in the '''Editing''' group and click the '''Select all''' dropdown and then click the '''Task Links '''option as shown below:
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===Task Bar/Milestone Symbol Identity Mapping===
  
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<center>[[File:P61-0_4_1_7-61-(3J)-06092018.png]]</center>
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The '''Task/Milestone Identity Mapping''' control group lets you select a Smartsheet column that can be used to '''uniquely identify''' each task.  '''Uniquely identifying each task bar or milestone symbol''' is always important when you plan to '''update''' your chart later on, but you normally do not need to change this '''field mapping''' because the default mapping works just fine.  OnePager uses the '''Unique Id''' field to identify each task in the '''source plan''', enabling preservation of each task bar’s '''color''', '''labeling''', and '''vertical location''' as you '''import new''' or '''modified data''' in '''later updates''' of the chart.
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<!--center>&lt;P61-0_4_1_7-61-(3J)-06092018.png&gt;</center-->
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:b) This action highlights (selects) all visible '''Task Links'''.  If you right-click on any selected '''Task Link''' to access the '''context menu '''(depending on the '''Task Link '''type you right-clicked), you can access the '''Task Link Properties '''form and '''edit''' all the selected '''Task Link''' formats in one operation or used the commands in the '''context menu'''.
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For '''source plans''' that are Smartsheet files, the default mapping is to the Smartsheet '''SmartsheetTaskID''' column.  If you opt to change the '''SmartsheetTaskID''' mapping away from these reliable defaults, make sure that the new '''source''' field has a '''unique value''' for each task or milestone.  Keep in mind that once you '''create''' a chart with a '''SmartsheetTaskID''' mapping, it is '''nearly impossible to change''' your mind about how tasks are to be identified.  Change this mapping away from the '''default only''' if you have a good reason to do so and are sure that the field contains no '''duplicate values'''. To map an alternate '''SmartsheetTaskID''' field, use the dropdown menu shown in the illustration below:
  
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==Manual Editing of Task Link Properties in the Project View Editor==
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<center>[[File:P71-24_2_3-71-(8)-12242021.png]]</center>
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<!--<center>P71-24_2_3-71-(8)-12242021.png</center>-->
  
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1) Manual and '''Data-driven Task Links''' can be manually '''edited'''.
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When  changing to an alternate '''SmartsheetTaskID''' column, OnePager displays a warning message as follows:
  
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2) Manual and '''Data-driven Task Links''' manual '''editing''' results in the '''edited Task Link''' becoming a '''maverick'''.  
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<center>[[File:P71-24_2_3-71-(9)-12242021.png]]</center>
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<!--<center>P71-24_2_3-71-(9)-12242021.png</center>-->
  
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3) Manual '''editing''' of '''Task Links''' can be done by accessing the '''Task Link Properties''' form which contains the controls found in the '''PVP '''form '''Task Links '''tab’s '''Default Task-Links Formatting '''control group.
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For more information on the '''Task/Milestone Identity Mapping''' feature, please see this section in the article at:  [[Field Mappings Tab for Smartsheet in OnePager Version 7.2#Task/Milestone Identity Mapping | Field Mappings Tab for Smartsheet in OnePager - Task/Milestone Identity Mapping]] 21.19.1-72
  
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:a) The '''Task Link Properties '''form is accessed by right-clicking on the '''Task Link''' to access the '''context menu''' as shown here:
+
===Field Splitting Feature===
  
−
<center>[[File:P61-0_4_1_7-61-(4B)-06222018.png]]</center>
+
The '''Field Splitting''' control group lets you '''split each task''' into a '''set of nearly-duplicate task shapes''' based upon a '''comma-separated''' list of values in some '''source plan''' columns.   For example, you could '''split a task''' that had three '''Resources''' assigned to it into '''three almost-identical task bars''' that differ only in their value of '''Resource'''.  Once you '''create''' a chart with '''field splitting''' turned '''ON''', it is '''impossible to change''' your mind and go back to '''unsplit''' task bars for that chart or change to a '''different field for the splitting'''.
−
<!--center>&lt;P61-0_4_1_7-61-(4B)-06222018.png&gt;</center-->
+
  
−
:b) The '''Task Link Properties '''form looks like this:
+
For more information on '''Field Splitting and Parsing Columns''', pleas see the article at: [[Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] 24.5.3-72
  
−
<center>[[File:P61-0_4_1_7-61-(4D)-06222018.png]]</center>
+
==Related Links==
−
<!--center>&lt;P61-0_4_1_7-61-(4D)-06222018.png&gt;</center-->
+
  
−
:c) After making your '''edits''' to the selected '''Task Link(s)''', click the '''OK '''button to apply them to the selected '''Task Link(s)'''. This action applies all the '''edits''' you made to the selected '''Task Link(s)''' at one time.  You can return to the '''Task Link Properties '''form as many times as necessary for further '''editing''' to selected '''Task Link(s)'''.
+
[[Core Concepts for OnePager 7.2 (Portal) | Core Concepts (Portal)]] 4.0.1-72
  
−
:d) To restore a manual or '''Data-driven Task Link''' back to its '''default format setting''' you need to select the '''mavericked Task Link(s)''' as shown above and then access the '''Task Link Properties '''form again.  
+
[[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
  
−
:e) When the '''Task Link Properties '''form appears, click the '''Use Default Format''' button followed by clicking the '''OK''' button on the form as shown below to restore the '''Task Link''' to default settings:
+
[[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72
  
−
<center>[[File:P61-0_4_1_7-61-(4C)-06222018.png]]</center>
+
[[Creating Various Multi-Project Charts with OnePager for Version 7.2 (Portal) | Creating Various Multi-Project Charts with OnePager (Portal)]] 8.0.1-72
−
<!--center>&lt;P61-0_4_1_7-61-(4C)-06222018.png&gt;</center-->
+
  
−
4) When manual and '''Data-driven Task Links''' are '''hidden''' manually, their '''show/hide status '''is updated and reflected in the '''Where Are My Links?''' form with the '''Show '''column in the form appropriately checked or unchecked.
+
[[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-72
  
−
===Editing Data-Driven Task Links===
+
[[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-72
  
−
5) If a '''Data-driven Task Link''' or '''Links''' are selected, the right-click action displays the '''context menu''' below:
+
[[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
  
−
<center>[[File:P61-0_4_1_7-61-(4D)-06252018.png]]</center>
+
[[Field Mappings Tab for OnePager Pro for Version 7.2 | Field Mappings Tab for OnePager Pro]] 21.15.1-72
−
<!--center>&lt;P61-0_4_1_7-61-(4D)-06252018.png&gt;</center-->
+
  
−
:a) This '''context menu''' differs from the '''context menu''' for manual '''Task Links''' because '''Data-driven Task Links''' cannot be '''deleted''' as they are '''imported''' from '''predecessor''' information in the '''source plan'''.  Accordingly, '''Data-driven Task Links '''can only be '''hidden''' in snapshots.
+
[[Field Mappings Tab for OnePager Express for Version 7.2 | Field Mappings Tab for OnePager Express]] 21.16.1-72
−
 
+
−
:b) The '''Hide''' command in the '''context menu''' has two options:
+
−
 
+
−
::(1) '''At this snapshot''':  This sub-command '''hides '''the '''Data-driven Task Link '''in the current '''snapshot''' and unchecks the '''Show''' checkbox in the entry for the selected '''Data-driven Task Link''' in the '''Where Are My Links? '''form for '''this snapshot'''.
+
−
 
+
−
::(2) '''At all snapshots''': This sub-command '''hides''' the '''Data-driven Task Link''' from '''all snapshots''' and unchecks the '''Show '''checkbox for the selected '''Data-driven Task Link’s''' entry in the '''Where Are My Links?''' form for '''all snapshots'''. 
+
−
 
+
−
:c) Recall that '''showing '''(or '''hiding''') of '''Task Links''' is''' “snapshot-dependent”''', so the '''Where Are My Links? '''form is built for each snapshot that you view in the '''Project View Editor''' at the time.
+
−
 
+
−
:d) To '''delete''' a '''Data-driven Task Link''' so that it never '''shows''', it is recommended you update the appropriate '''Predecessor field''' in your '''source plan''' such that there is no '''predecessor''' information associated with the task/milestone.
+
−
 
+
−
6) The '''Order''' and '''Put at all snapshots''' commands are unchanged from previous versions of OnePager with respect to '''Data-driven''' '''Task Links'''.
+
−
 
+
−
:a) The '''Order '''command allows you to place the '''Task Link''' within the display area relative to other graphics in the same '''Z-Level'''. 
+
−
 
+
−
:b) This command operates similar to other '''Order''' operations in OnePager. 
+
−
 
+
−
:c) The '''Order''' command appears like this when you right-click a '''Task Link''':
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4E)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4E)-06252018.png&gt;</center-->
+
−
 
+
−
7) The '''Put in all snapshots''' command assures that in a '''multi-snapshot''' project view the selected '''Task Link''' is included in snapshots where the two participating task/milestones appear. 
+
−
 
+
−
:a) To have '''Task Links''' appear in only '''some''' snapshots, they must first be established '''in all''' '''snapshots''' and manually '''hidden''' in those snapshots where the '''Task Links''' are not desired.
+
−
 
+
−
:b) You have the option, as noted in the '''hide''' '''Task Links''' discussion above, to '''hide Data-driven Task Links''' in individual snapshots. 
+
−
 
+
−
:c) To do this requires going to the desired snapshot and specifically using the '''Hide''' command with the '''At this snapshot''' sub-command to achieve the desired result as shown below: 
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4D)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4D)-06252018.png&gt;</center-->
+
−
 
+
−
8) When the '''Properties …''' command is selected from the '''context menu''' above, the '''Task Links Properties''' form is accessed as shown here:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4D)-06222018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4D)-06222018.png&gt;</center-->
+
−
 
+
−
:a) For '''Data-driven Task Links''', the '''Line Style''', '''Arrow Style''', and '''Link Comments '''control sub-groups are '''enabled'''. 
+
−
 
+
−
::i) However, because '''Data-driven Task Links''' have their '''Task Link Dependency Type''' defined in the '''source plan''', the '''Horizontal Anchor''' controls are '''disabled'''. 
+
−
::ii) Therefore, you cannot change the '''Horizontal Anchor points''', '''Dependency Type''', or the '''Slider bars '''for '''Predecessor '''or '''Successor'''. 
+
−
::iii) You can, however, change the eight (8) '''Vertical Anchor point '''radio buttons.
+
−
::iv) Note that the '''Horizontal Anchor '''controls are only available if manual '''Task Links '''are selected for '''editing'''.
+
−
 
+
−
:b) The control groups in this form are almost identical to the '''Default Task-Link Formatting''' control group in the '''Template''' and '''PVP '''form’s '''Task Link''' Tab. 
+
−
 
+
−
::i) Making an '''edit''' to any setting in the above form such that the '''edit''' deviates from the '''default settings''' established in the '''PVP''' form changes the selected '''Task Link(s) '''to '''mavericks'''.
+
−
::ii) The settings for a '''mavericked Task Link''' can be '''restored''' to the '''default format settings''' by clicking the '''Use Format Defaults''' button shown above. 
+
−
::iii) This action restores the '''mavericked Task Link '''to the settings in the current '''PVP''' form’s '''Task Link '''tab shown in the '''Default Task-Link Formatting '''control''' '''group of the form.
+
−
::iv) Since '''Task Link mavericking''' is considered to be '''formatting''', '''edits''' to a '''Task Link''' in one snapshot '''mavericks '''that '''Task Link '''in '''all''' '''snapshots'''. 
+
−
::v) When clicking the '''Use Format Defaults''' button to restore '''default format properties''' to a '''Task Link''' in one snapshot, the action restores '''default properties''' to that '''Task Link '''in '''all''' '''snapshots''' that it appears.
+
−
::vi) Recall that '''default Task Link '''settings can include the '''Task Link Filter rules''' established in the '''Template''' form or by using the '''PVP '''form’s '''Task Link '''tab’s '''Manage Rules …''' button and the '''Task Link Filter Rules''' form.
+
−
 
+
−
:c) Clicking the '''Use Format Defaults''' button '''resets defaults''' for selected '''Task Links''' either '''Data-driven''' or manual.
+
−
 
+
−
===Editing Manual Task Links===
+
−
 
+
−
9) Individually '''editing''' manual '''Task Link''' is initiated by right-clicking on the manual '''Task Link'''.  This action selects the manual '''Task Link '''and accesses the '''context menu''' shown below:
+
−
 
+
−
<center> [[File:P61-0_4_1_7-61-(4F)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4F)-06252018.png&gt;</center-->
+
−
 
+
−
10) '''Deleting''' a manual '''Task Link''' includes two options:  (1) '''At this snapshot''' and (2)''' At all snapshots'''.  The handling of each option in OnePager 6.1 is explained below:
+
−
 
+
−
:a) '''At this snapshot''':  '''Deleting''' a manual '''Task Link At this snapshot''' removes its presence from the current snapshot 
+
−
 
+
−
::i) The action also unchecks the entry for this manual '''Task Link''' in the '''Where Are My Links?''' form for this snapshot but the entry remains in the form.
+
−
::ii) At this point you can '''UNDO''' the action whereupon the selected manual '''Task Link '''is '''shown''' and the entry for the “deleted '''at this snapshot'''” manual '''Task Link''' is rechecked in the '''Where Are My Links?''' form. 
+
−
::iii) Rechecking the entry yourself also restores the subject manual '''Task Link '''at the current snapshot.
+
−
 
+
−
:b) '''At all snapshots''':  '''Deleting''' a manual '''Task Link At all snapshots''' removes the '''Task Links '''presence from '''all snapshots''' and '''deletes''' the manual '''Task Link’s '''entry in the '''Where Are My Links?''' form for all snapshots. 
+
−
 
+
−
::i) Since the entry in the '''Where Are My Links?''' form is gone; the '''deleted''' manual '''Task Link''' cannot be restored through the form. 
+
−
::ii) However, an immediate '''UNDO '''restores the manual '''Task Link''' '''deleted''' '''At all snapshots''' to visibility in '''all''' snapshots of the project view and restores the entry in the '''Where Are My Links? '''form.
+
−
 
+
−
11) The '''Order''', '''Add another …''', and '''Put at all snapshots''' commands are unchanged from previous versions of OnePager with respect to manual '''Task Links'''.
+
−
 
+
−
:a) The '''Order '''command allows you to place the '''Task Link''' within the display area relative to other graphics in the same '''Z-Level'''. 
+
−
 
+
−
:b) This command operates similar to other '''Order''' operations in OnePager. 
+
−
 
+
−
:c) The '''Order''' command appears like this when you right-click a link:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4G)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4G)-06252018.png&gt;</center-->
+
−
 
+
−
12) The '''Add another … '''command, when clicked, immediately adds another '''Task Link '''to the selected pair of task or milestone with the same properties as the original manual '''Task Link''' selected.
+
−
 
+
−
:a) This allows you to '''“add another”''' manual '''Task Link '''between the two selected task/milestones with different properties. 
+
−
 
+
−
:b) The example below shows a second manual '''Task Link''' added that is positioned further to the right of the first selected manual '''Task Link''':
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4H)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4H)-06252018.png&gt;</center-->
+
−
 
+
−
13) The '''Put in all snapshots''' command assures that in '''multi-snapshot''' project views that the selected '''Task Link''' is included in snapshots where the two participating task/milestones appear. 
+
−
 
+
−
:a) To have manual '''Task Links''' appear in only '''some''' snapshots, they must first be established in '''all''' '''snapshots''' and manually '''deleted''' in those snapshots where the '''Task Links''' are not desired.
+
−
 
+
−
:b) You have the option, as noted in the '''delete''' manual '''Task Links''' discussion above, to '''delete '''manual''' Task Links''' in individual snapshots. 
+
−
 
+
−
:c) To do this requires going to the desired snapshot and specifically using the '''Delete''' command with the '''At this snapshot''' sub-command to achieve the desired result as shown below: 
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4I)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4I)-06252018.png&gt;</center-->
+
−
 
+
−
14) Clicking the '''Properties …''' command for a manual '''Task Link '''accesses the '''Task Link Properties''' form as shown here:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4J)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4J)-06252018.png&gt;</center-->
+
−
 
+
−
:a) When a manual '''Task Link(s)''' are selected and the '''Properties… '''command is selected from the '''context menu''', all controls in the '''Task Link Properties''' form are '''enabled'''.
+
−
 
+
−
:b) You have the capability to modify all '''properties''' of the manual '''Task Links '''selected including the '''Horizontal Anchor points '''and '''Dependency Type:'''.
+
−
 
+
−
:c) For manual '''Task Links''', all the controls in the '''Horizontal Anchor''' control group are '''enabled''' when the '''Dependency Type:''' window is set to '''Custom'''. 
+
−
 
+
−
:d) If you specify a specific '''Dependency Type''' for a selected manual '''Task Link '''(other than '''Custom'''), the '''slider bars''' for the '''Predecessor''' and '''Successor''' are '''disabled''' as shown below:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4K)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4K)-06252018.png&gt;</center-->
+
−
 
+
−
:e) For manual''' Task Links''', the '''Line Style''', '''Arrow Style''', '''Link Comments''', and '''Vertical Anchor '''control groups are '''enabled'''. 
+
−
 
+
−
:f) The control groups in this form are almost identical to the '''Default Task-Link Formatting''' control group in the '''Template''' and '''PVP '''form’s '''Task Link''' Tab. 
+
−
 
+
−
::i) Making an '''edit''' in the above form such that the '''edit''' deviates from the '''default settings''' established in the '''PVP''' form changes the selected '''Task Link(s)''' to a '''maverick.'''
+
−
::ii) The settings for a '''mavericked Task Link''' can be '''restored''' to the '''default settings''' by clicking the '''Use Format Defaults''' button shown above. 
+
−
::iii) This action restores the '''mavericked Task Link '''to the settings in the current '''PVP''' form’s '''Task Link '''tab shown in the '''Default Task-Link Formatting '''control''' '''group of the form.
+
−
::iv) Since '''Task Link mavericking''' is considered to be '''formatting''', '''edits''' to a '''Task Link''' in one snapshot '''mavericks '''that '''Task Link '''in '''all''' snapshots. 
+
−
::v) When clicking the '''Use Format Defaults''' button to restore '''default format properties''' to a '''Task Link''' in one snapshot, the action restores '''default format properties''' to that '''Task Link '''in '''all''' '''snapshots''' that it appears.
+
−
::vi) Recall that '''default Task Link '''settings can include '''Task Link Filter rules''' established in the '''Template''' form or by using the '''PVP '''form’s '''Task Link '''tab’s '''Manage Rules …''' button and the '''Task Link Filter Rules''' form.
+
−
 
+
−
:g) Clicking the '''Use Format Defaults''' button '''resets defaults''' for selected '''Task Links''' either '''Data-driven''' or manual.
+
−
 
+
−
==Enhanced Manual and Data-Driven Task Link Property Formatting Capabilities==
+
−
 
+
−
===Using the Task Link Properties Form to Edit Task Link Format Properties===
+
−
 
+
−
1) As mentioned above, OnePager 6.1 now has an expanded formatting repertoire for '''Task Links '''to give you more options.  The '''Task Link Properties '''form is very useful for '''editing''' the '''format properties''' of '''Data-driven '''and manual '''Task Links'''.
+
−
 
+
−
2) Previously, you only had the '''solid connection line type'''.''' '''In OnePager 6.1 all '''five connection line type options''' that are currently supported for '''connection lines''' to '''baselines''', '''deadlines''', '''endpoints '''to task/milestone are included. These '''five connection line options''' are shown below:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4L)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4L)-06252018.png&gt;</center-->
+
−
 
+
−
3) In OnePager 6.1 there are enhanced '''Arrow Styles''' as shown below:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4M)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4M)-06252018.png&gt;</center-->
+
−
 
+
−
:a) There are five '''Begin Type arrow styles '''and five '''End Type arrow styles '''to select from.  The default setting is the '''None '''selection for the '''Begin Type''' and the '''Arrow''' selection for the '''End Type'''.
+
−
 
+
−
:b) OnePager 6.1 recognizes which end of the '''connection line''' is the '''Begin''' and '''End '''based upon the '''Dependency Type'''.
+
−
 
+
−
:c) '''Caution:''' You can override OnePager 6.1’s determination of '''Begin''' and '''End Types''' by making your own selections in the dropdown windows shown in the above form. 
+
−
 
+
−
:d) '''Caution: '''This is not recommended for selected '''Data-driven Task Links''' because the end result of the '''edit''' is to potentially alter the '''look''' of the '''Dependency relationship '''between task/milestones and thereby appears to violate the integrity of your '''source plan '''data.
+
−
 
+
−
4) You also have options when specifying the '''Corner radius''' of a '''Task Link''' '''connection line''' regardless of the '''line option''' selected. 
+
−
 
+
−
:a) The '''Corner radius''' is a parameter denoting the number of pixels that are used to make the connection line’s '''90 degree bends'''. 
+
−
 
+
−
:b) The '''higher''' the pixel count the '''more rounded''' the connection line '''bend''' appears.
+
−
 
+
−
:c) Below is an example of a '''Corner Radius''' of 4:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4N)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4N)-06252018.png&gt;</center-->
+
−
 
+
−
:d) For comparison, below is an illustration with a manual '''Task Link '''with a '''Corner Radius '''of 10:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4O)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4O)-06252018.png&gt;</center-->
+
−
 
+
−
5) For manual''' Task Links''', you have the option of selecting the''' Dependency type''' from one of the following:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4P)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4P)-06252018.png&gt;</center-->
+
−
 
+
−
:a) Selecting the dropdown’s '''Custom''' option '''enables '''the '''slider bars''' to be used to position the '''Horizontal Anchor points''' for the '''predecessor''' and '''successor'''.
+
−
 
+
−
:b) Selecting any of the other '''Dependency Type:''' options '''disable '''the '''slider bars '''because the selection in the '''Dependency Type:''' dropdown determines the '''Horizontal Anchor points'''.
+
−
 
+
−
6) There is an additional '''Task Link Dependency type''' for manual '''Task Links '''called the '''Custom Dependency type'''. 
+
−
 
+
−
:a) This is the '''default''' setting when you place a manual '''Task Link '''into the project view and shows in the '''Dependency Type:''' window of the '''PVP '''form’s '''Task Link '''tab and '''Task Link Properties '''form. 
+
−
 
+
−
:b) The initial '''Custom Dependency Type''' for manual '''Task Links''' is Finish-to-Start (FS). 
+
−
 
+
−
:c) You can '''edit''' the '''default''' setting for manual '''Task Links '''to any other '''Dependency Type '''(i.e., FF, FS, SF, or SS) which sets the manual '''Task Links''' horizontal '''Begin point '''and '''End point shape’s positions'''. 
+
−
 
+
−
:d) If you reset the '''Dependency Type''' for a manual '''Task Link '''using the '''Dependency Type:''' dropdown window in the forms, the '''slider bars '''for '''Predecessor '''or '''Successor''' are '''disabled'''. 
+
−
 
+
−
:e) Leaving the '''Dependency Type:''' window set to '''Custom''' '''enables''' the '''slider bars '''for '''Predecessor '''and '''Successor '''and allows you to use them to position '''Begin point '''and '''End point shapes '''for the manual '''Task Link'''.
+
−
 
+
−
:f) When a manual '''Task Link '''is selected with a right-click and the '''Properties … '''command is selected the '''Task Link Properties''' form is brought up as shown below:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4J)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4J)-06252018.png&gt;</center-->
+
−
 
+
−
7) Finally, for both manual and '''Data-driven Task Links''', you have control over where the '''Task Link Vertical Anchors''' connect to the task/milestone. There are four (4) '''Vertical Anchor point''' options each for the '''Predecessor''' and '''Successor''' tasks''' '''as follows:
+
−
 
+
−
:a) '''Top''':  The '''Task Link connection line''' '''anchors''' at the '''Top''' of the task/milestone and '''departs vertically '''or '''horizontally''' from the '''Top'''.
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4Q)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4Q)-06252018.png&gt;</center-->
+
−
 
+
−
:b) '''Middle''': The '''Task Link''' '''connection line anchors''' at the '''vertical center''' of the task/milestone and '''departs horizontally''' or '''vertically '''from the '''middle'''. 
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4R)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4R)-06252018.png&gt;</center-->
+
−
 
+
−
:c) '''Bottom''':  The '''Task Link connection line anchors''' at the '''bottom '''of the task or '''departs vertically''' or '''horizontally '''from the '''bottom'''.
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4S)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4S)-06252018.png&gt;</center-->
+
−
 
+
−
:d) '''Auto''':  The '''Auto''' '''option''' is the '''default''' option employed by OnePager 6.1 so that it can initially make decisions on how best to vertically position the '''Begin point''' and '''End point shapes''' of the '''Task Link''' '''connection line''' routing through the project view.  The '''Task Link’s Dependency Type''' is preserved.
+
−
 
+
−
===Selecting Multiple Task Links to Edit with the Task Link Properties Form===
+
−
 
+
−
8) OnePager 6.1 permits you to select multiple '''Data-driven''' and manual '''Task Links''' using the '''CTL+Left-Click''' method.  The '''SHIFT+Left-Click''' operation is not active for selecting '''Task Links'''.
+
−
 
+
−
9) Because there are two different types of '''Task Links''' that can be '''shown''', it is recommended that when making multiple '''Task Link '''selections that the set selected consist of only one type.
+
−
 
+
−
:a) When you want to access the '''Task Link’s''' '''context menu''' and you select '''Task Links '''of different types, OnePager 6.1 provides the '''context menu''' for the '''Task Link '''type which you used the right-click to access the '''context menu'''.
+
−
 
+
−
:b) If you selected as manual '''Task Link''' first, and with the '''CTL+Left-Click''' you selected a '''Data-driven Task Link '''second, followed by a right-click on the '''Data-driven Task Link, '''OnePager 6.1 provides the '''Data-driven Task Link’s context menu'''.
+
−
 
+
−
:c) If you reverse the selection above and right-click on the manual '''Task Link '''second, OnePager 6.1 provides the manual '''Task Link’s context menu'''.
+
−
 
+
−
:d) The difference between the two types of '''context menus''' is that the '''Data-driven Task Link context menu''' has the '''Hide '''command while the manual '''Task Link context menu''' has the '''Delete '''command.
+
−
 
+
−
:e) The remaining commands in the two types of '''context menus''' are almost identical with the exception that the manual '''Task Link’s context menu''' has the '''Add another …''' command and the '''Data-driven Task Link’s context menu''' does not.
+
−
 
+
−
10) When you do make multiple '''Task Link '''selections of '''different types''' of '''Task Links''' and use the '''context menu '''to access the '''Task Links Properties '''form by clicking the '''Properties … '''command in the '''context menu''', the '''Task Links Properties '''form looks like this:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4Y)-06272018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4Y)-06272018.png&gt;</center-->
+
−
 
+
−
:a) In the '''Task Link Properties''' form above accessed by multiple selection of '''different types''' of '''Task Links''' all control groups are '''enabled '''except the '''Horizontal Anchor (Manual Links Only) '''control group which is '''disabled'''.
+
−
 
+
−
:b) For all the selected '''Task Links''' regardless of type (manual or '''Data-driven''') you can '''edit''' the '''Line Style''', '''Arrow Style''', '''Link Comments''', and '''Vertical Anchor (All Links) '''settings.
+
−
 
+
−
:c) '''Caution: '''You can override OnePager 6.1’s determination of '''Begin''' and '''End Types''' by making your own selections in the above form. 
+
−
 
+
−
:d) '''Caution: '''This is not recommended for selected '''Data-driven Task Links''' because the end result of the '''edit''' is to create the “illusion” of a different dependency type. 
+
−
 
+
−
11) When you make multiple '''Task Link '''selections of the '''same type''' of '''Task Links''' and use the '''context menu '''to access the '''Task Links Properties '''form by clicking the '''Properties … '''command in the '''context menu''', the '''Task Links Properties '''form looks the same as the illustration above except that OnePager 6.1 is able to identify the '''connection line color''' and show it in the form.
+
−
 
+
−
:a) When multiple '''Data-driven Task Links '''are selected, the '''Task Link Properties '''form is accessed with the '''Horizontal Anchor (Manual Links Only)''' control group '''disabled'''.  All other control groups are '''enabled''' in this situation.
+
−
 
+
−
:b) When multiple manual''' Task Links''' are selected, the '''Task Link Properties '''form is accessed with all control groups '''enabled'''.
+
−
 
+
−
===Repositioning Task Link Connection Lines Using Drag and Drop Methods===
+
−
 
+
−
12) You can use '''drag and drop''' methods for '''editing''' the '''connection line '''routing of '''Task Links '''and the position of '''Begin '''and '''End point shapes '''on their respective task/milestones.  This capability was not provided in previous versions of OnePager but it is in OnePager 6.1 as described here.
+
−
 
+
−
13) When one or more '''Task Links''' are selected, the '''Task Link Begin '''and '''End point shapes''' are represented with '''green grab points '''on '''predecessor '''and '''successor '''tasks as shown in the illustration in the next paragraph. 
+
−
 
+
−
14) '''Task Link connection lines''' have '''yellow grab points''' on the '''connection''' '''line segments''' in the middle if the '''Task Link''' is displayed as a '''multi-segment connection line''' as shown in the examples below:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4T)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4T)-06252018.png&gt;</center-->
+
−
 
+
−
15) Clicking on any of these '''grab points''' allows you to use your mouse to move the '''Begin '''or''' End point shapes '''or the '''connection line segments''' in the '''PVE'''. 
+
−
 
+
−
16) Although you can select multiple '''Task Links''' and the '''green''' and '''yellow''' '''grab points''' are provided, OnePager 6.1 only allows you to use the '''drag and drop''' method of repositioning the '''connection line''' or the '''Begin '''or '''End point shape''' on one '''Task Link '''at a time.  When using the '''drag and drop '''method, the other selected '''Task Links '''remain selected.
+
−
 
+
−
17) For''' Begin''' and '''End point shapes''', the '''green grab points '''do not come off of the task/milestone.  The selection''' grab points''' behave as follows when using your mouse to adjust their positions:
+
−
 
+
−
:a) '''Beginning and Ending Green Grab Points''':  These '''green grab points''' can be moved up and down between three positions on the task/milestone to fine tune their position '''vertically '''as shown in the sequence below: 
+
−
 
+
−
<center>'''Initial Configuration of Task Link Finish-to-Start'''</center>
+
−
<center>[[File:P61-0_4_1_7-61-(4U)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4U)-06252018.png&gt;</center-->
+
−
 
+
−
<center>'''Task Link End Point Shape Selected Showing Snap-To-Grab Points'''</center>
+
−
<center>[[File:P61-0_4_1_7-61-(4V)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4V)-06252018.png&gt;</center-->
+
−
 
+
−
::i) When a '''Task Link '''is selected as shown in the first illustration above, OnePager 6.1 indicates where the '''Begin '''and '''End point shapes positions''' are with '''green grab points'''.
+
−
::ii) If you select the '''End point shape''' of the '''Task Link '''as shown in the second illustration above, OnePager 6.1 provides '''unfilled green grab points''' to indicate valid '''snap-to-positions''' for the '''End point shape.'''
+
−
::iii) If you position the '''Task Link’s End point shape''' in between the '''snap-to-positions '''and release the mouse button the '''Task Link’s End point shape '''moves to the nearest '''snap-to-position'''. 
+
−
::iv) '''Data-driven Task Links''' cannot be moved '''horizontally''' on either participating task/milestone pair as OnePager 6.1 maintains the integrity of the '''Task Link Dependency Type''' unless you specifically used the '''Task Link Properties''' form’s controls to '''maverick''' the '''Task Link'''. 
+
−
::v) For manual '''Task Links''', you are able to '''drag''' the '''Begin''' and '''End point shape’s''' '''green grab points horizontally''' to adjust the '''horizontal anchor position '''as shown below:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4W)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4W)-06252018.png&gt;</center-->
+
−
 
+
−
:b) '''Middle Yellow Grab Points''':  When there is a '''multi-segment connection line '''representing a '''Task Link''', the '''yellow grab point(s) '''in the '''middle''' of the '''multi-segment connection line''' are displayed when the '''Task Link '''is selected''' '''as shown here:''' '''
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4X)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4X)-06252018.png&gt;</center-->
+
−
 
+
−
::i) Grabbing a '''middle yellow grab point '''with the mouse allows you to move the '''yellow grab point '''in either a '''horizontal''' or '''vertical''' direction within the '''graph'''. 
+
−
::ii) Attempting to move '''yellow grab point''' too far in the '''graph area '''can produce unexpected results. 
+
−
::iii) You can manipulate the '''middle yellow grab point''' for either a '''Data-driven''' or manual '''Task Link''' without causing the '''Task Link''' to become a '''maverick'''.
+
−
 
+
−
===Repositioning Task Link Connection Lines on Various Task Shapes===
+
−
 
+
−
18) OnePager 6.1 has a variety of task shapes available, so we have a few tips for repositioning '''Task Link Begin/End points '''when working with a task shape with rounded or pointed ends.
+
−
 
+
−
:a) The two tasks shown below are rectangular with a '''Task Link Connection Line''' '''Begin point''' originating the '''Predecessor’s bottom vertical anchor''' to the '''Successor’s top vertical anchor''': 
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4Z)-08022018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4Z)-08022018.png&gt;</center-->
+
−
 
+
−
:b) Changing the '''Successor '''task shape to a shape with a point on both ends, as in the example below, shifts the '''Task Link Connection Line’s End point '''to appear to be at the '''Successor’s middle vertical anchor''':  In reality, the top anchor position have moved downward on the shape do to its geometry.
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4ZA)-08022018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4ZA)-08022018.png&gt;</center-->
+
−
 
+
−
:c) For a more clear view of how '''Task '''Links are attaching to your task shapes, right-click on the '''Task Link '''and click the '''Properties … '''command.  You can now see that the '''Vertical Anchor point''' for this '''Successor '''task is likely set to '''Auto '''as shown here:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4ZC)-08022018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4ZC)-08022018.png&gt;</center-->
+
−
 
+
−
:d) '''Editing''' the '''Vertical Anchor '''settings for the '''Successor '''task to '''Top''', '''Middle''', or '''Bottom '''enables you to know for sure where the '''Task Link''' is attaching.
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(4ZD)-08022018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(4ZD)-08022018.png&gt;</center-->
+
−
 
+
−
:e) It is recommended that consideration be given to task shape and '''connection line routing''' when considering using the '''drag and drop''' method to reposition '''Task Link Begin/End Vertical Anchor points'''.
+
−
 
+
−
==Creating and Editing Daisy Chained Manual Task Links==
+
−
 
+
−
===Creating Daisy Chains===
+
−
 
+
−
1) Creating a '''Daisy Chain '''of manual '''Task Links''' is a two-step process.
+
−
 
+
−
:a) First, using your mouse and the '''CTL+Left-Click''', make a series of mouse selections of task/milestones in the order desired from the first '''Predecessor''' to the last '''Successor '''task/milestone as shown here:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(6D)-06122018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(6D)-06122018.png&gt;</center-->
+
−
 
+
−
:b) The second step is to click the '''Task Link''' button on the OnePager ribbon’s '''Insert''' tab shown below:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(6E)-06122018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(6E)-06122018.png&gt;</center-->
+
−
 
+
−
:c) At the completion of this second step the project view looks like this after increasing the '''row height''' to better display the '''Daisy Chain '''of three manual '''Task Links''':
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(6F)-06122018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(6F)-06122018.png&gt;</center-->
+
−
 
+
−
2) Manual '''Task Links''' created with this procedure are by definition created as '''Finish-to-Start''' '''Dependency types''' and are routed by OnePager to minimize conflicts with other graphics.
+
−
 
+
−
===Alternative Method for Creating Daisy Chains===
+
−
 
+
−
3) '''Daisy Chained '''manual''' Task Links''' can also be created by selecting the tasks/milestones as before but using the right-click task/milestone '''context menu’s Insert task link(s) '''command to create the desired '''Daisy Chain''' as shown in the following example:
+
−
 
+
−
:a) Start with the project view shown below:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(6H)-06122018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(6H)-06122018.png&gt;</center-->
+
−
 
+
−
:b) The first step is to select the task/milestones to connect by '''Daisy Chained '''manual '''Task Link''' as shown in the illustration below:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(6I)-06122018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(6I)-06122018.png&gt;</center-->
+
−
 
+
−
:c) When you click the '''Insert task link(s)''' command in the task/milestone right-click '''context menu '''shown above''' '''the '''Daisy Chained '''manual '''Task Link''' looks like this:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(6J)-06122018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(6J)-06122018.png&gt;</center-->
+
−
 
+
−
===Using the Lasso and Select All Ribbon Button to Create Daisy Chains===
+
−
 
+
−
4) For creating simple '''Daisy Chains''' of manual '''Task Links''' it can be easier to use the '''lasso''' technique with the mouse left-click, '''drag and drop''' to select all the task/milestones you want to be included in the '''daisy chain''' of manual '''Task Links'''.
+
−
 
+
−
:a) For example, below the mouse left-click sweep selected all visible task/milestones by including them inside the '''lasso''' as shown:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(6O)-06202018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(6O)-06202018.png&gt;</center-->
+
−
 
+
−
:b) Releasing the mouse left-click in the lower right of the project view selects all the task/milestones within the boundary of the '''lasso''' as shown here:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(6P)-06202018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(6P)-06202018.png&gt;</center-->
+
−
 
+
−
:c) To complete the process, right-click on any selected task/milestone to access its '''context menu '''and click the '''Insert task link(s)''' command as shown below. 
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(6Q)-06202018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(6Q)-06202018.png&gt;</center-->
+
−
 
+
−
:d) As a result, OnePager Pro 6.1 draws the '''daisy chain '''of manual '''Task Links'''.
+
−
 
+
−
:e) As an alternative to using the '''lasso''' to select all task/milestones, you can use the OnePager Pro 6.1 ribbon’s '''Home''' tab in the '''Editing '''group of controls to make the selection. 
+
−
 
+
−
:f) To do this, click on the '''Select all '''dropdown control in the group and select the '''Tasks/Milestones''' command as shown here:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(6R)-06202018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(6R)-06202018.png&gt;</center-->
+
−
 
+
−
:g) Once all the task/milestones are selected, use the right-click on any task/milestone to access the '''context menu '''and click the '''Insert task link(s) '''command to create the '''daisy chain'''.
+
−
 
+
−
5) Using the '''lasso''' or the '''Select all''' technique to create a '''daisy chain '''of manual '''Task Links''' lets OnePager Pro 6.1 know that you want the resulting '''daisy chain '''to progress from upper left to lower right.
+
−
 
+
−
:a) Not selecting all task/milestones creates a '''daisy chain''' just involving those selected task/milestones with manual '''Task Links''' applied in the order that your manual selection of the task/milestones were made.
+
−
 
+
−
:b) If you need to select some task/milestones but not all by using the '''CTL+Left-Click''' technique for selection, OnePager Pro 6.1 can create a '''daisy chain '''of manual '''Task Links''' in the order selected as shown below where not all visible task/milestones are selected.
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(6S)-06202018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(6S)-06202018.png&gt;</center-->
+
−
 
+
−
:c) With the project view and the task/milestone selections shown above, using either the ribbon command or the '''context menu''' command to '''Insert task link(s)''' results in the project view shown below:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(6T)-06202018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(6T)-06202018.png&gt;</center-->
+
−
 
+
−
6) Some care needs to be exercised when using a combination of the '''lasso''' or '''Select all''' technique with individual task/milestone selections or de-selections to identify those task/milestones to participate in the creation of a '''daisy chain'''.
+
−
 
+
−
:a) If you do the combination of '''lasso''' and then, holding the '''CTL+Left-Click''', you individually select additional task/milestones, OnePager Pro 6.1 may not be able to follow your sequence and interpret your intentions.
+
−
 
+
−
:b) The results may not turn out to meet your expectations. 
+
−
 
+
−
:c) It is recommend that you '''not '''combine these techniques for selecting task/milestones in a single action but separate the actions into individual steps with the '''Insert task link(s)''' command used between steps making sure that selected task/milestones are de-selected between steps.
+
−
 
+
−
===Editing Daisy Chains===
+
−
 
+
−
7) Manual '''Task Links '''can be individually '''edited''' as described above for '''Data-driven Task Links '''as shown in the example below:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(6G)-06122018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(6G)-06122018.png&gt;</center-->
+
−
 
+
−
8) Although the '''right-click context menu''' for manual '''Task Links '''differs slightly from the '''context menu '''for '''Data-driven Task Links''', you can still use it to access the '''Task Links Properties '''form for any selected manual '''Task Link'''.
+
−
 
+
−
:a) Manual '''Task Links''' even if created by the '''Daisy Chain '''method are always individually selected and their properties individually '''edited'''.
+
−
 
+
−
:b) Likewise, manual '''Task Links '''must have their '''default '''properties individually restored using the '''Task Link Properties '''form’s '''Use Format Default''' button.
+
−
 
+
−
:c) Using the '''UNDO''' button above the OnePager 6.1 ribbon immediately after a '''Daisy Chain '''of manual '''Task Links '''is created causes the entire '''Daisy Chain''' to be undone.
+
−
 
+
−
==Other Topics==
+
−
 
+
−
===Task Links and Virtual Summary Tasks (VST)===
+
−
 
+
−
1) As a bit of a review, a '''Virtual Summary Task''' ('''VST''') is a summary task created by OnePager that does not exist in Microsoft Project. It represents the '''Start Date''' and '''End Date''' of two or more constituent tasks or milestones.  In this respect the '''VST''' is a OnePager '''Summary''' task. 
+
−
 
+
−
:a) OnePager computes the '''Start''' and '''End Date boundaries''' of a VST as its constituent task/milestone dates change from snapshot to snapshot. It also constructs '''Baselines''', '''Percent Complete Bars''', and '''Critical Path Segments''' (OnePager Pro ('''OPP''') only) for task/milestones being summarized.
+
−
 
+
−
:b) Details on creating and using the '''VST '''feature can be found at this article:  [[Creating and Managing Virtual Summary Tasks&nbsp;for Version 6.1 | Creating and Managing Virtual Summary Tasks]]. <!--18.0.1-61.-->
+
−
 
+
−
'''Creating Virtual Summary Tasks from Tasks with Data-Driven Task Links'''
+
−
 
+
−
2) When you want to create a '''VST '''from task/milestones that have either manual or '''Data-driven Task Links''' as a '''Predecessor''' or '''Successor''', you can expect to have their manual or '''Data-driven Task Links''' '''hidden''' when the '''VST '''is created as shown below:
+
−
 
+
−
:a) Suppose you want to create a '''VST '''from the three top tasks shown below:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(7)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(7)-06252018.png&gt;</center-->
+
−
 
+
−
:b) In the above illustration, the three task of interest each have a '''Data-driven Task Link '''associated with them as shown in the adjacent '''Where Are My Links?''' form.
+
−
 
+
−
:c) Creating a '''Virtual Summary Task''' from the three top task using the procedure in the referenced article above produces the project view below:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(7A)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(7A)-06252018.png&gt;</center-->
+
−
 
+
−
:d) In the illustration above, the '''VST''' is created in the third row and the '''Where Are My Links?''' form indicates that two '''Data-driven Task Links''' are no longer '''shown''' due to their associated tasks being incorporated into the '''VST'''.
+
−
 
+
−
:e) If there are any manual '''Task Links''' associated with the tasks being combined into a '''VST''', these too are not '''shown''' after the '''VST '''is created.
+
−
 
+
−
:f) Looking at the '''Where’s My Stuff!? '''form shows the tasks that are '''hidden''' for the reasons indicated in the form below:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(7B)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(7B)-06252018.png&gt;</center-->
+
−
 
+
−
:g) For more information on the use of the '''Where’s My Stuff!? '''form please see the article at:  [[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 6.1 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]]. <!--9.4.1-61.-->
+
−
 
+
−
3) You can '''unmake''' a '''VST''' using the '''Where’s My Stuff!? '''form above by checking the two '''Select '''column checkboxes and then clicking the '''Fix Selected''' button at the bottom of the form. 
+
−
 
+
−
4) A more conventional method to '''unmake''' a '''Virtual Summary Task '''is to select it with a right-click to access the '''context menu''' and click the '''Unmake virtual summary task '''command.  When this is done, the project view looks like this:
+
−
 
+
−
<center>[[File:P61-0_4_1_7-61-(7C)-06252018.png]]</center>
+
−
<!--center>&lt;P61-0_4_1_7-61-(7C)-06252018.png&gt;</center-->
+
−
 
+
−
5) If any manual '''Task Links''' are involved with the creation of the '''VST''', when the '''VST '''is '''unmade''', these manual '''Task Links '''are again '''shown'''.
+
−
 
+
−
'''Adding Manual Task Links to Virtual Summary Tasks'''
+
−
 
+
−
6) Once a '''Virtual Summary Task''' is '''made''', it can be a '''Predecessor''' or '''Successor''' itself and be a part of a pair of manual '''Task Links'''. 
+
−
 
+
−
:a) This also applies to a '''VST''' '''made''' from tasks that do have '''Data-driven Task Links''' after the '''VST '''is '''made'''.
+
−
 
+
−
:b) When a '''VST''' with manual '''Task Links''' is '''unmade''', the manual '''Task Links '''are '''deleted''' and the '''Where Are My Links? '''form entry for the manual '''Task Link''' is removed from the form.
+
−
 
+
−
7) In summary:
+
−
 
+
−
:a) A '''VST''' cannot be a '''Predecessor '''or '''Successor '''task for '''Data-driven Task Links''' because '''VSTs '''are not associated with '''Dependency''' information from the '''source plan'''.
+
−
 
+
−
:b) For tasks with '''Data-driven '''and/or manual''' Task Links '''being '''made''' into a '''VST''', they lose their '''Task Links '''upon incorporation into the '''VST'''.  This is indicated in the '''Where Are My Links?''' form by the constituent '''Task Links '''marked as '''not shown'''.
+
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+
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:c) The '''Where’s My Stuff!?''' form also provides a means to see the task/milestones incorporated in the '''VSTs''' and the entries in this form can be used to '''unmake''' a '''VST '''if done properly.
+
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+
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:d) When the '''VST '''is '''unmade''', the constituent tasks have their '''Data-driven '''and/or manual''' Task Links '''restored to being '''shown''' and the '''Where Are My Links?''' form entries are updated accordingly.
+
−
 
+
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===Task Links for Absorbed Tasks===
+
−
 
+
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8) A bit of review on '''Absorption'''. The idea is to '''absorb''' one task or milestone into another task or milestone, leaving behind only a '''Comment Box''' (or perhaps several '''Comment Boxes''') to indicate the presence of the '''Absorbed''' task/milestones.
+
−
 
+
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9) Please see the article at: [[Absorbing one task into another for Version 6.1 | Absorbing one task into another]] <!--17.0.1-61--> for instructions on how to perform the '''absorption '''function.
+
−
 
+
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10) In addition, to properly use the function, there are two control options found in the '''Template/Project-View Properties''' form at the '''Advanced '''tab in the '''Display options''' group of controls called '''Allow absorption''' and '''Show absorbed dates''' checkboxes. 
+
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+
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:a) The '''Allow absorption''' checkbox must be checked '''ON''' for the '''absorb '''feature to operate. 
+
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:b) The '''Show absorbed dates''' checkbox, when checked, assures that the '''Start''' and '''End Dates''' of the '''Absorbed''' task/milestones are present in the '''Comment Box'''.
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:c) Please see the descriptions for these controls at the '''Display Options''' section of these articles:  [[Advanced Tab for OnePager Pro for Version 6.1 | Advanced Tab for OnePager Pro]]. <!--21.13.1-61.-->
+
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'''Absorbing Tasks with Task Links'''
+
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11) Using the project view below, '''absorb''' the '''MERLIN Subcontractor Selection''' task into the '''ADONIS Subcontractor Selection '''task in the row below:
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<center>[[File:P61-0_4_1_7-61-(7D)-06262018.png]]</center>
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<!--center>&lt;P61-0_4_1_7-61-(7D)-06262018.png&gt;</center-->
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:a) The '''Advanced''' tab of the '''Project-View Properties''' form above has the two '''absorption''' related checkboxes checked.
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:b) Next, select the '''MERLIN Subcontractor Selection''' task and '''drag''' it down into the '''ADONIS Subcontractor Selection '''task and the result is shown below:
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<center>[[File:P61-0_4_1_7-61-(7E)-06262018.png]]</center>
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<!--center>&lt;P61-0_4_1_7-61-(7E)-06262018.png&gt;</center-->
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:c) When you click the '''OK '''button after making your selection in the '''Absorption Options''' form, the project view looks like this with the '''Where Are My Links? '''form included in the illustration below:
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<center>[[File:P61-0_4_1_7-61-(7F)-06262018.png]]</center>
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<!--center>&lt;P61-0_4_1_7-61-(7F)-06262018.png&gt;</center-->
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:d) The '''Data-driven Task Links '''associated with the task being '''absorbed''' are '''hidden''' as indicated in the '''Where Are My Links? '''form shown above.
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:e) If the '''absorbing''' task originally had manual and/or '''Data-driven Task Links''', these '''Task Links''' remain unchanged.
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:f) If you look at the '''Where’s My Stuff!?''' form, you see that the '''MERLIN Subcontractor Selection '''task is '''hidden''' because it’s been '''absorbed''' as shown below:
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<center>[[File:P61-0_4_1_7-61-(7G)-06262018.png]]</center>
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<!--center>&lt;P61-0_4_1_7-61-(7G)-06262018.png&gt;</center-->
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:g) As with the '''unmake''' process for a '''VST '''using the '''Where’s My Stuff!? '''form, you can '''unabsorb '''tasks by checking the '''Select '''column’s checkbox for the desired entry and click the '''Fix Selected '''button. 
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::i) When this is done, any '''Comment Boxes''' are removed, the previously '''absorbed '''tasks are shown as selected in the task in which they were '''absorbed''', and any '''hidden''' manual and/or '''Data-driven Task Links '''are '''shown.''' 
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::ii) To complete the process, use the '''drag and drop '''method to move the '''unabsorbed''' task back to its previous row.
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:h) The more conventional way to '''unabsorb '''a task is to right-clicking the '''absorbing '''task ('''ADONIS Subcontractor Selection''') to accesses the '''context menu '''where you can click the '''Unabsorb tasks '''command to restore the '''absorbed''' task to visibility.
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::i) When this is done, any '''Comment Boxes''' are removed, the previously '''absorbed '''tasks are shown as selected in the task in which they were '''absorbed''', and any '''hidden''' manual and/or '''Data-driven Task Links '''are '''shown.''' 
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::ii) To complete the process, use the '''drag and drop '''method to move the '''unabsorbed''' task back to its previous row.
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'''Adding Manual Task Links to Absorbed Tasks'''
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12) Once two or more tasks are '''absorbed''', the resulting '''absorbing''' task can be a '''Predecessor''' or '''Successor''' itself and be a part of a pair of manual '''Task Links'''. 
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:a) This applies also to an '''absorbing '''task that can have '''Data-driven Task Links'''.
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:b) When an '''absorbing '''task with manual '''Task Links''' added (after the '''absorption '''process is finished) is '''unabsorbed''', the manual '''Task Links '''are '''retained''' and the '''Where Are My Links? '''form entry for the manual '''Task Link''' is retained.
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===Changes to Task Links when Moving Task/Milestones, Rows, or Swimlanes ===
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13) You have the capability when '''editing''' the project view to move task/milestones up or down from '''Row''' to '''Row''' as well as to move '''Rows''' and '''Swimlanes''' with their respective content of task/milestones up or down in the project view.
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14) When you make any of these three '''edits''', '''Data-driven''' and manual '''Task Links''' that are '''showing''' have their '''Task Link connection line''' geometry changed to retain the properties of the individual '''Task Links''' involved.
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15) Given the portion of a project view with '''Data-driven Task Links showing''', what follows are three examples of how the project view changes when task/milestones, row, and swimlanes are moved:
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:a) Here is the project view before any task/milestones, rows, or swimlanes are moved:
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<center>[[File:P61-0_4_1_7-61-(6K)-06192018.png]]</center>
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<!--center>&lt;P61-0_4_1_7-61-(6K)-06192018.png&gt;</center-->
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b) After moving the '''Create Working Plans''' task to the bottom row of the project view above, the result looks like this:
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<center>[[File:P61-0_4_1_7-61-(6L)-06192018.png]]</center>
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<!--center>&lt;P61-0_4_1_7-61-(6L)-06192018.png&gt;</center-->
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:c) Starting from the original project view, move the last '''Prime''' '''row''' in the '''Planning Phase''' '''swimlane''' to just above the last '''row''' in the project view.  When this operation is completed the project view looks like the one below:
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<center>[[File:P61-0_4_1_7-61-(6M)-06192018.png]]</center>
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<!--center>&lt;P61-0_4_1_7-61-(6M)-06192018.png&gt;</center-->
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:d) Finally, from the original project view, move the '''Planning Phase''' swimlane to a position between the '''Development Phase''' and '''Integration & Testing Phase''' swimlanes.  When completed, this project view looks like the following:
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<center>[[File:P61-0_4_1_7-61-(6N)-06192018.png]]</center>
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<!--center>&lt;P61-0_4_1_7-61-(6N)-06192018.png&gt;</center-->
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16) In the cases above, OnePager Pro 6.1 attempt to '''route''' the '''Data-driven''' and manual''' Task Link connection lines''' so as to minimize their length and avoid conflicts with other graphics in the '''Project View Editor'''.
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17) To learn more about '''Rows''' and '''Swimlanes''' please see the articles at:  [[Creating and Editing Rows and Swimlanes for Version 6.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]]. <!--12.0.1-61.-->
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===Behavior of Data-Driven Task Links When Adding or Replacing Snapshots===
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18) OnePager Pro 6.1 '''updates''' the presentation of '''Data-driven Task Links''' in snapshots when you perform one of the '''Update '''workflows.  These '''Update '''workflows''' '''include: 
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:(1) Performing a '''Replace-Dates''', '''Replace-Dates and Progress''', or '''Replace-All Properties''' for a snapshot.
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:(2) Creating a '''NEW snapshot'''.
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19) For the '''Replace-All''' '''Properties '''workflow there are two (2) situations that are specifically handled by OnePager Pro 6.1:
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:(1) If you make a change to a '''Predecessor''' task in the '''source plan''' (e.g., by changing a Start-to-Finish dependency to Finish-to-Finish),''' '''OnePager Pro 6.1 makes the change to the '''Task Link Dependency Type '''during the '''Update'''.  OnePager 6.1 does not process '''lag time''' for '''Data-driven Task Links'''.
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:(2) If the change involves no longer specifying a '''Predecessor''' task/milestone for a '''Successor '''task/milestone, the '''Replace-All Properties '''workflow '''deletes '''the '''Data-driven Task Link '''from '''all snapshots'''.
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20) For the '''NEW '''and '''REPLACE-Dates''' workflows, OnePager Pro 6.1 '''hides''' the '''Data-driven Task Link''' in the subject snapshot when there is no '''Predecessor''' task/milestone specified.
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==Related Links==
+
  
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[[Data-Driven Task Link Import Rules for OnePager Pro for Version 6.1| Data-Driven Task Link Import Rules for OnePager Pro]] <!--19.1.3.1-61-->
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[[Field Mappings Tab for Primavera P6 Source Plans in OnePager Version 7.2 | Field Mappings Tab for Primavera P6 Source Plans in OnePager]] 21.18.1-72
  
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[[Using the Where Are My Links? Form for OnePager Pro for Version 6.1 | Using the Where Are My Links? Form for OnePager Pro]] <!--19.5.1-61-->
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[[Field Mappings Tab for Smartsheet in OnePager Version 7.2 | Field Mappings Tab for Smartsheet in OnePager]] 21.19.1-72
  
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[[Creating and Managing Virtual Summary Tasks&nbsp;for Version 6.1 | Creating and Managing Virtual Summary Tasks]] <!--18.0.1-61-->
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[[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72
  
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[[Absorbing one task into another for Version 6.1 | Absorbing one task into another]] <!--17.0.1-61-->
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[[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72
  
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[[Advanced Tab for OnePager Pro for Version 6.1 | Advanced Tab for OnePager Pro]] <!--21.13.1-61-->
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[[Template Only Features for Primavera P6 Source Plans in OnePager Version 7.2 | Template Only Features for Primavera P6 Source Plans in OnePager]] 24.2.2-72
  
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[[Creating and Editing Rows and Swimlanes for Version 6.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-61-->
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[[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields-OnePager Pro]] 24.4.1-72
  
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[[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro for Version 6.1 | Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro]] <!--19.2.1-61-->
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[[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields-OnePager Express]] 24.5.1-72
  
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[[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 6.1 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] <!--9.4.1-61-->
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[[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] 24.5.2-72
  
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[[Using the Where Are My Links? Form for OnePager Pro for Version 6.1 | Using the Where Are My Links? Form for OnePager Pro]] <!--19.5.1-61-->
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[[Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] 24.5.3-72
  
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(19.4.1-61)
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(24.2.3-72)
  
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[[Category:Version 6.1]]
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[[Category:Version 7.2]]
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[[Category:OnePager Pro]]
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[[Category:Editing the Chart]]
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[[Category:OnePager Choices Form]]
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[[Category:Conditional Formatting]]
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[[Category:Task/Milestone Editing]]
 
[[Category:Task Links]]
 
[[Category:Task Links]]
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[[Category:Time Axis]]
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[[Category:Charts]]
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[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
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[[Category:Snapshot Independent]]
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[[Category:Template Properties Form]]
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[[Category:Task/Milestone]]
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[[Category:Unique ID]]
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[[Category:Template]]
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[[Category:Templates Versus Charts]]
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[[Category:Project-View Properties]]
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[[Category:Chart Properties Form]]
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[[Category:Task Links Tab]]
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[[Category:Smartsheet]]
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[[Category:Where Are My Links?]]
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[[Category:OnePager Bundle]]
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[[Category:Where’s My Stuff?!]]
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[[Category:Virtual Summary Tasks]]
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[[Category:Absorbing/Unabsorbing]]
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[[Category:Rows and Swimlanes]]
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Revision as of 14:49, 30 May 2022

About Template Properties Forms for Smartsheet

OnePager Bundle Standalone is distributed with a set of Template Properties forms for Smartsheet. The set of Template Properties forms is subdivided into English and Metric sub-sets as described below.

About Template Properties Form Only Features

Because the Template Properties and Chart Properties forms are similar, this article only covers the areas of the Template Properties form that are different from the Chart Properties form.

For more information on Template Properties and Chart Properties forms, please see the articles at: Core Concepts (Portal) 4.0.1-712 and Templates versus Charts 4.0.1.3-72

You should familiarize yourself with the Chart Properties form before reading this article.

For more information on the Chart Properties form, please see the article at: Editing with the Chart Properties form (Portal) 21.0.1-72

A Few Words On Template Properties Forms

Permanent Template Properties Forms

Chronicle Graphics, Inc. ships/distributes OnePager with one pre-defined permanent Template Properties forms for Smartsheet that you cannot accidentally delete. The permanent Template Properties form has the word Permanent in its name. The permanent Template Properties form cannot be edited hence all the control features on each tab are disabled.

The permanent Template Properties form has the word Permanent in its name. The permanent Template Properties form cannot be modified hence all the control features on each tab are disabled.

Metric Versus Non-Metric

Within a Template Properties form there are settings which are distance measures that must be considered when building the chart. These include the height of individual rows, the height of the percent-complete bar within a task bar, and the like.

OnePager supports two measurement conventions: (1) English (inches) and (2) Metric (centimeters). For convenience, you can identify a Metric based Template form because the word (metric) is included in the title. And these two sets of Template Properties forms are separated by default into English and a Metric sub-folder of the default Templates folder.

Template Properties Form's Main Tab

The Main tab of the Template Properties form differs slightly from the Chart Properties form. The Template Properties form does not have entry controls for the Start date, End date, Title, because dates are systematically produced by OnePager based on the earliest start date and latest finish dates in your source plan data. The Title is something you designate as you create the new chart with the OnePager choices (OPC) form.

P71-24 2 3-71-(1-1)-02042022.png

The Colors control group provides access to the Color Palette controls for creating and editing Color Palettes. Additionally, the Colors control group contains all the controls for setting the Chart Background and access to the Set line properties form and its sub-tabs through the Borders, frames, and time-cursor properties button shown here:

P71-24 2 2-71-(2A)-12232021.png

The controls for Row Borders can be found in the Template Properties form's Rows/Swimlanes tab at each of the three sub-tabs in the Swimlanes control group. For more information on Row Borders, please see the article at: Row and Swimlane Borders 12.04.1-72

The Task Selection control group provides a convenient place in the Template Properties form for you to preset the method you want to use for importing task/milestone information from your Smartsheet source plan.

Template Properties Form's Time Axis Tab

The Time Axis tab provides additional Time Axis creation and editing capabilities and to centralize all time axis related controls at one Template Properties form tab.

The same intent is true for the Chart Properties form's Time Axis tab. The Time Axis tab for the OnePager Template Properties form is shown below:.

P71-24 2 3-71-(1)-12242021.png

The controls in the Time Axis tab are identical to those in the Chart Properties form's Time Axis tab. For more information on the Time Axis tab, please see the article at Modifying the Time Axis (Portal) 22.0.1-72

Template Properties Form's Rows/Swimlanes Tab

The Rows/Swimlanes tab provides additional Rows/Swimlanes creation and editing capabilities and centralizes all rows and swimlanes related controls at one Template Properties form tab. The same intent is true for the Chart Properties form's Time Axis tab. The Rows/Swimlanes tab for the Smartsheet Template Properties form is shown below:

P71-24 2 3-71-(4)-12242021.png

For more information on the Rows/Swimlanes tab, please see the articles at: Creating and Editing Rows and Swimlanes (Portal) 12.0.1-72

Template Properties Form's Task Links Tab

The Task Links tab in OnePager provides the capability to preset properties for Data-Driven and manual Task Links before a chart is created.

P71-24 2 3-71-(4A)-12242021.png

Of importance is the Show task links checkbox in the Default Task-Link Formatting control group shown above. This checkbox acts as a Master Switch enabling the Task Links feature in OnePager.

The Import predecessors checkbox is unchecked or OFF in OnePager Express distributed Template Properties forms. This avoids an initial cluttering of the chart if there are a large number of dependencies imported from the Smartsheet source plan. This approach also gives you full control over the Task Link import process from the chart. The controls in the Task Links tab are identical to those in the Chart Properties form's Task Links tab.

For more information on the Chart Properties form's Task Links tab, please see the article at: Editing Task Links with the Chart Properties Form 19.3.1-72

Template Properties Form's Advanced Template Tab

The Advanced tab is shown below. Most of these parameters in the Template Properties form are identical to those appearing in the Chart Properties form.

P71-24 2 3-71-(5)-12242021.png

Lock Background Checkbox Not Available

In the Template Properties Form’s Advanced tab there is no Lock background checkbox in the Display options group. This is an option available after the chart is created.

Default Snapshot Date

For Smartsheet the only available Default Snapshot Dates are the Last-modified date and the Current date since Smartsheet does not provide any further information on project status for import into OnePager.

Configuring Multi-Project Imports

One key difference between the Template Properties form and Chart Properties form is the ability to use the Template to configure a multi-project import.

Additional information is available on creating Multi-Project charts at:

Basic Workflows (Portal) 7.0.1-72
Creating Various Multi-Project Charts with OnePager (Portal) 8.0.1-72

Safely Combine Tasks From Different Files Checkbox

Checking this checkbox to ON puts any charts created with this Template Properties form into the Multi-File-Multi-Project Mode. The Multi-File-Multi-Project Mode is specifically designed to support users who want to create Multi-Project charts. This is an advanced feature and when used, OnePager numbers task bars and milestone symbols imported from the various Microsoft Project source plans accessed differently than when only a single project source plan is imported.

This is done so that OnePager can support the creation of subsequent snapshots for the Multi-File-Multi-Project chart in the future. Once you adopted this scheme for the chart being created, it is not possible to update the chart in the future in the default Single-File-Single-Project Mode. To enforce this requirement, the OnePager's Chart Properties form’s Advanced tab shows the Safely combine tasks from different files checkbox but the command is disabled.

P71-24 2 3-71-(7)-12242021.png

Template Properties Form's Field Mappings Tab

The new Field Mappings tab in the Template Properties form for Smartsheet looks like this:

P71-24 2 3-71-(6)-12242021.png

Basic and Date Mappings

OnePager uses source fields for many purposes : (1) displaying task names, (2) displaying start dates, (3) assigning colors to tasks, and (4) grouping rows into swimlanes. The use of a source field for a purpose is called a field mapping. The eight (8) dropdown lists above are a set of important field mappings that are collected in the Field Mappings tab page. The other field mappings are on the Rows/Swimlanes, Task Bars, and Milestones form tab pages.

Some field mappings (e.g. percent-complete) appear both here and on other Template Properties form tab pages. This Field Mappings tab in the Template Properties form is also available in the Chart Properties form. Each dropdown list contains the source fields that have the correct data type(s) for the purpose. For example, in the Basic Mappings group, the Task label field dropdown contains only text fields from Smartsheet. And the dropdown lists in the Date Mappings group contain only Smartsheet date fields.

These mappings are useful if your standard field usage differs and you want to avoid having to constantly make the changes on the second page of OnePager choices (OPC) form shown below:

P71-24 2 3-71-(7A)-12242021.png

For more detailed information on the Field Mappings feature, please see this section in the article at: Field Mappings Tab for Smartsheet in OnePager - Basic Mappings 21.19.1-72

Task Bar/Milestone Symbol Identity Mapping

The Task/Milestone Identity Mapping control group lets you select a Smartsheet column that can be used to uniquely identify each task. Uniquely identifying each task bar or milestone symbol is always important when you plan to update your chart later on, but you normally do not need to change this field mapping because the default mapping works just fine. OnePager uses the Unique Id field to identify each task in the source plan, enabling preservation of each task bar’s color, labeling, and vertical location as you import new or modified data in later updates of the chart.

For source plans that are Smartsheet files, the default mapping is to the Smartsheet SmartsheetTaskID column. If you opt to change the SmartsheetTaskID mapping away from these reliable defaults, make sure that the new source field has a unique value for each task or milestone. Keep in mind that once you create a chart with a SmartsheetTaskID mapping, it is nearly impossible to change your mind about how tasks are to be identified. Change this mapping away from the default only if you have a good reason to do so and are sure that the field contains no duplicate values. To map an alternate SmartsheetTaskID field, use the dropdown menu shown in the illustration below:

P71-24 2 3-71-(8)-12242021.png

When changing to an alternate SmartsheetTaskID column, OnePager displays a warning message as follows:

P71-24 2 3-71-(9)-12242021.png

For more information on the Task/Milestone Identity Mapping feature, please see this section in the article at: Field Mappings Tab for Smartsheet in OnePager - Task/Milestone Identity Mapping 21.19.1-72

Field Splitting Feature

The Field Splitting control group lets you split each task into a set of nearly-duplicate task shapes based upon a comma-separated list of values in some source plan columns. For example, you could split a task that had three Resources assigned to it into three almost-identical task bars that differ only in their value of Resource. Once you create a chart with field splitting turned ON, it is impossible to change your mind and go back to unsplit task bars for that chart or change to a different field for the splitting.

For more information on Field Splitting and Parsing Columns, pleas see the article at: Splitting and Parsing Columns for Smartsheet Source Plans in OnePager 24.5.3-72

Related Links

Core Concepts (Portal) 4.0.1-72

Templates versus Charts 4.0.1.3-72

Basic Workflows (Portal) 7.0.1-72

Creating Various Multi-Project Charts with OnePager (Portal) 8.0.1-72

Creating and Editing Rows and Swimlanes (Portal) 12.0.1-72

Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-72

Editing with the Chart Properties form (Portal) 21.0.1-72

Field Mappings Tab for OnePager Pro 21.15.1-72

Field Mappings Tab for OnePager Express 21.16.1-72

Field Mappings Tab for Primavera P6 Source Plans in OnePager 21.18.1-72

Field Mappings Tab for Smartsheet in OnePager 21.19.1-72

Template Only Features for OnePager Pro 24.1.1-72

Template Only Features for OnePager Express 24.2.1-72

Template Only Features for Primavera P6 Source Plans in OnePager 24.2.2-72

Splitting and Parsing Fields-OnePager Pro 24.4.1-72

Splitting and Parsing Fields-OnePager Express 24.5.1-72

Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager 24.5.2-72

Splitting and Parsing Columns for Smartsheet Source Plans in OnePager 24.5.3-72

(24.2.3-72)

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