Difference between pages "Manual Editing of Task Links for OnePager Pro for Version 7.0" and "Templates versus Charts for Version 7.2"

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(The Chart Versus Template Relationship)
 
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==Overview==
 
==Overview==
  
This article covers the '''Manual editing''' of '''Task Links''' and provides discussions of '''manual editing''' of manual and '''Data-driven Task Links''' in the chartIn the discussion that follows on '''manual editing''' using the '''Chart Editor ''', it is assumed that '''Data-driven Tasks '''are '''imported'''.
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Charts and '''Templates''' both let you customize your work and save time making new charts or updating existing onesCharts and '''Templates''' have some similar looking forms, so it is important to understand how they differ and what roles they play.
  
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 7.0| Data-Driven Task Link Import Rules for OnePager Pro]] <!--19.1.3.1-70-->
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The concepts described and used in this article apply equally to OnePager Pro, OnePager Express and OnePager Bundle.
  
Manual '''Task Links''' are provided in chart illustrations in this article where necessary to call attention to how '''editing '''techniques differ between '''Data-driven Task Links '''and manual '''Task Links'''.  The '''Task Link editing''' features provided in OnePager Pro are quite comprehensive so this article contains all the topics on '''Manual editing '''of '''Task Links''' in this one place. 
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==Templates==
  
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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A '''Template''' is a framework from which you create '''new''' charts.  It contains no imported tasks or milestones and it is never displayed on the screen as graphics. It is just a convenient way of '''standardizing''' the parameters for creating new charts. The '''Template Properties''' form establishes default settings for '''color assignments, row and swimlane assignments, font properties, time axis choices, headers, footers, task links, and comment boxes'''.  It also tells OnePager which '''Fields''' to import from a Microsoft Project or a Microsoft Excel '''source plans''' when a new chart is created.  Once you have created a chart using a '''Template Properties''' form, the chart becomes independent of the '''Template'''.  You can change the '''Template Properties''' form and it has no further effect on charts already created. '''Templates''' are used by OnePager through the '''Template Properties''' form.
  
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 '''Chart Editor'''.
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==Chart==
  
Please use the '''hyperlinks '''in the '''Contents''' box at the top of this article to go directly to specific topics.
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The chart is the graphical representation of the data '''imported''' from your Microsoft Project,  Microsoft Excel, Smartsheet, or Oracle Primavera P6 '''source plan''' under the control of the the '''current Template Properties''' form. The chart can be manually '''edited''' on the screen which is called the '''Chart Editor'''.  
  
==Selecting Task Links for Editing in the Chart Editor==
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For more information, please see the article at:  [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72
  
===Using the Mouse Left-Click to Select Task Links for Editing===
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You can also use the '''Chart Properties''' form accessed from the '''Home''' ribbon tool bar tab to make '''edits''' and changes to the chart which override the settings in the '''Template Properties''' form.  These '''Chart Properties''' form changes do not change the settings in the '''current Template Properties''' form. Finally, you can convert a chart and its property settings into a '''Template Properties''' form for future use and '''save''' it under a '''file name''' of your selection.
  
As with all graphics managed by the '''Chart Editor''', '''Task Links '''(manual and '''Data-driven''') can be '''selected''' with a left-click where the mouse is placed on the desired '''Task Link'''.
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==The Chart Versus Template Relationship==
  
====Data-Driven Task Links====
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Given the explanations provided above for charts and '''Templates''', the relationship between the two include the relationship between charts and '''snapshots''' as well.  The figure below shows this relationship:
  
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 bar as shown below:
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<center>[[File:P71-4_0_1_3-(1)-02082021.png]]</center>
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<!--<center>P71-4_0_1_3-(1)-02082021.png</center>-->
  
<center>[[File:P70-19_4_1-70-(1)-10022020.png]]</center>
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The vertical columns overlaying Project A and B represent the control that the three '''Templates Properties''' forms have over the look and feel of the charts and '''snapshots''' created for each of the three audience groups - Executives, the project Team, and Regulators. Each '''Template Properties''' form can create different charts that are tailored to the needs of each audience when it comes to telling a part of the schedule story. '''Template Properties''' form can be applied to many different projects as shown above and can be tailored with different settings as required. The charts and their '''snapshots''' respond to the settings in their respective '''Template Properties''' form by displaying task bars and milestone symbols, their decorations and adornments, and other chart features in accordance with '''Template Properties''' form's settings.
<!--<center>P70-19_4_1-70-(1)-10022020.png</center>-->
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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.    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 positions of the '''grab point'''. 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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For more information on '''Template Properties''' forms, please see the articles in this series:  [[Managing Templates for Version 7.2 (Portal) | Managing Templates (Portal)]] 24.0.1-72
  
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 bar’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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For more information on the management of charts, please see the articles at: [[Managing Chart Data for Version 7.2 | Managing Chart Data (Portal)]] 23.0.1-72
 
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====Manual Task Links====
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For manual '''Task Links''', grabbing a '''green grab point''' on a '''Begin '''or '''End point''' is not constrained to the edge of the task bar.  You have the option to move the '''green grab point''' to eight (8) initial positions on the task bar as shown below:
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<center>[[File:P70-19_4_1-70-(2)-10022020.png]]</center>
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<!--<center>P70-19_4_1-70-(2)-10022020.png</center>-->
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Using the '''drag and drop''' method for re-positioning a manual '''Task Link’s Begin '''or '''End point''' is limited with the '''Chart Editor.'''  However, you can more precisely re-position a manual '''Task Link’s Begin '''or '''End points '''along the duration of a task bar by using the '''Task Link Properties''' form. 
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For more information on '''Editing manual task link properties''', please see this section in the article at: [[Manual Editing of Task Links for OnePager Pro for Version 7.0#Manual Editing of Task Link Properties in the Chart Editor | Manual Editing of Task Link Properties in the Chart Editor]] <!--19.4.1-70-->
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===Using the Mouse Right-Click to Select Task Links for Editing===
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Right-clicking on any '''Task Link''' selects the '''Task Link''' and accesses the '''task link''' right-click '''context menu '''for the type of '''Task Link '''selected.  The '''task link''' right-click '''context menus '''for manual and '''Data-driven Task Links''' differ slightly as explained below.
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====Data-Driven Task Links====
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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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<center>[[File:P70-19_4_1-70-(3)-10022020.png]]</center>
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<!--<center>P70-19_4_1-70-(3)-10022020.png</center>-->
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'''Data-driven Task Links '''can be '''hidden''' in the current snapshot or all snapshots.  '''Data-driven Task Links''' cannot be '''deleted''' as they are created from Microsoft Project '''source plan '''data.
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The '''Order''' command functions the same for '''Task Links '''as for other objects in the chart.
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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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<center>[[File:P70-19_1_2_1-70-70-(25)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(25)-09292020.png</center>-->
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For more information on '''Editing manual task link properties''', please see this section in the article at: [[Manual Editing of Task Links for OnePager Pro for Version 7.0#Manual Editing of Task Link Properties in the Chart Editor | Manual Editing of Task Link Properties in the Chart Editor]] <!--19.4.1-70-->
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When a '''Data-driven Task Link’s formatting '''is '''edited''' it becomes a '''mavericked Data-driven Task Link'''.
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====Manual Task Links====
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As with previous versions of OnePager, manual '''Task Links '''can also be selected with a right-click to access their '''task link''' right-click '''context menu '''as shown below:
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<center>[[File:P70-19_4_1-70-(5)-10022020.png]]</center>
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<!--<center>P70-19_4_1-70-(5)-10022020.png</center>-->
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Manual '''Task Links''' can be '''deleted''' as there is no correspondence between manual '''Task Links '''and '''Predecessor''' data from the '''source plan'''.  Manual '''Task Links '''can be '''hidden''' by accessing its '''Where Are My Links? '''form entry and checking their '''Show '''checkbox '''OFF'''. 
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For more information on the '''Where Are My Links?''' form, please see the article at: [[Using the Where Are My Links? Form for OnePager Pro for Version 7.0 | Using the Where Are My Links? Form for OnePager Pro]] <!--19.5.1-70-->
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When a manual''' Task Link’s formatting '''is '''edited''' it becomes a '''maverick''' manual''' Task Link.'''
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===Selecting Multiple Task Links===
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You can use your mouse to select '''multiple Task Links''' for '''editing '''using the same procedures as used to select '''multiple task bar/milestone symbol''', '''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'''.  The '''CTL+Left-Click''' 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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'''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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====Example====
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As an example, suppose you have the BlueGrass Project Plan Report – Pro chart with all '''Data-driven Task Links showing''' as illustrated above.  Using your mouse with the '''CTL+Left-Click''' '''selects''' several '''Data-driven Task Links'''.  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.  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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<center>[[File:P70-19_4_1-70-(6)-10022020.png]]</center>
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<!--<center>P70-19_4_1-70-(6)-10022020.png</center>-->
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To begin the''' edit''' process on the '''selected''' '''Task Links''', right-click on any of the '''selected Task Links''' to access the '''task link''' right-click '''context menu '''and click on the desired command as shown here:
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<center>[[File:P70-19_4_1-70-(7)-10022020.png]]</center>
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<!--<center>P70-19_4_1-70-(7)-10022020.png</center>-->
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If you '''select''' the '''Properties … '''command, the '''Task Link Properties '''form appears as shown here:
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<center>[[File:P70-19_4_1-70-(8)-10022020.png]]</center>
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<!--<center>P70-19_4_1-70-(8)-10022020.png</center>-->
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To complete the example, you can '''edit''' the '''Color: '''dropdown in the '''Line''' '''Style '''sub-control group to red and click '''OK''' on the form and get the result shown below:
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<center>[[File:P70-19_4_1-70-(9)-10022020.png]]</center>
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<!--<center>P70-19_4_1-70-(9)-10022020.png</center>-->
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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.  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'''.  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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You can '''restore multiple 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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<center>[[File:P70-19_4_1-70-(10)-10022020.png]]</center>
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<!--<center>P70-19_4_1-70-(10)-10022020.png</center>-->
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===The Selecting all Task Links Feature===
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There is a feature available so you can select '''all''' '''Task Links''' '''shown''' in the chart that uses the OnePager Pro '''Home''' ribbon tool bar tab.  To '''select all Task Links '''('''Data-driven''' and manual) in one operation go to the OnePager Pro '''Home''' ribbon tool bar tab in the '''Editing''' control group and click the '''Select all''' dropdown and then click the '''Task Links '''option as shown below:
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<center>[[File:P70-19_4_1-70-(11)-10022020.png]]</center>
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<!--<center>P70-19_4_1-70-(11)-10022020.png</center>-->
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This action highlights (selects) all visible '''Task Links'''.    If you right-click on any selected '''Task Link''' to access the '''task link''' right-click '''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 '''task link''' right-click '''context menu'''.
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==Manual Editing of Task Link Properties in the Chart Editor==
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===Editing Task Links In General===
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Manual and '''Data-driven Task Links''' can be manually '''edited'''.  Manual and '''Data-driven Task Links''' manual '''editing''' results in the '''edited Task Link''' becoming a '''maverick'''.  Manual '''editing''' of '''Task Links''' can be done by accessing the '''Task Link Properties''' form which contains the controls found in the '''Chart Properties '''form '''Task Links '''tab’s '''Default Task-Links Formatting '''control group.
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The '''Task Link Properties '''form is accessed by right-clicking on the '''Task Link''' to access the '''task link''' right-click '''context menu''' as shown here:
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<center>[[File:P70-19_4_1-70-(12)-10022020.png]]</center>
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<!--<center>P70-19_4_1-70-(12)-10022020.png</center>-->
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The '''Task Link Properties '''form looks like this:
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<center>[[File:P70-19_1_2_1-70-70-(25)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(25)-09292020.png</center>-->
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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)'''.
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To '''restore''' a manual or '''Data-driven Task Link''' back to its '''default format setting''' you need to '''select''' the '''maverick Task Link(s)''' as shown above and then access the '''Task Link Properties '''form again.
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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:
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<center>[[File:P70-19_4_1-70-(10)-10022020.png]]</center>
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<!--<center>P70-19_4_1-70-(10)-10022020.png</center>-->
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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.
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===Editing Data-Driven Task Links===
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If a '''Data-driven Task Link''' or '''Links''' are selected, the right-click action displays the '''task link''' right-click '''context menu''' below:
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<center>[[File:P70-19_4_1-70-(15)-10022020.png]]</center>
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<!--<center>P70-19_4_1-70-(15)-10022020.png</center>-->
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This '''context menu''' differs from the '''task link''' right-click '''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.
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====Hide Command====
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The '''Hide''' command in the '''task link''' right-click '''context menu''' has two options.
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'''At this snapshot''':  This sub-command '''hides '''the '''Data-driven Task Link '''in the current '''snapshot''' and checks the '''Show''' checkbox '''OFF''' in the entry for the '''selected''' '''Data-driven Task Link''' in the '''Where Are My Links? '''form for '''this snapshot'''.
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'''At all snapshots''': This sub-command '''hides''' the '''Data-driven Task Link''' from '''all snapshots''' and checks the '''Show '''checkbox '''OFF''' for the '''selected''' '''Data-driven Task Link’s''' entry in the '''Where Are My Links?''' form for '''all snapshots'''. 
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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 '''Chart Editor''' at the time.
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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.
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====Order Command====
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The '''Order''' and '''Put at all snapshots''' commands are unchanged from previous versions of OnePager with respect to '''Data-driven''' '''Task Links'''.  The '''Order '''command allows you to place the '''Task Link''' within the display area relative to other graphics in the same '''Z-Level'''.  This command operates similar to other '''Order''' operations in OnePager. 
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The '''Order''' command appears like this when you right-click a '''Task Link''':
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<center>[[File:P70-19_4_1-70-(16)-10022020.png]]</center>
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<!--<center>P70-19_4_1-70-(16)-10022020.png</center>-->
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The '''Put in all snapshots''' command assures that in a '''multi-snapshot''' chart the selected '''Task Link''' is included in snapshots where the two participating task bars/milestone symbols appear.  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.  You have the option, as noted in the '''hide''' '''Task Links''' discussion above, to '''hide Data-driven Task Links''' in individual snapshots.  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: 
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<center>[[File:P70-19_4_1-70-(15)-10022020.png]]</center>
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<!--<center>P70-19_4_1-70-(15)-10022020.png</center>-->
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====Properties ... Command====
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When the '''Properties …''' command is clicked in the '''task link''' right-click '''context menu''' above, the '''Task Links Properties''' form is accessed as shown here:
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<center>[[File:P70-19_1_2_1-70-70-(25)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(25)-09292020.png</center>-->
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For '''Data-driven Task Links''', the '''Line Style''', '''Arrow Style''', and '''Link Comments '''control sub-control groups are '''enabled'''.  However, because '''Data-driven Task Links''' have their '''Task Link Dependency Type''' defined in the '''source plan''', the '''Horizontal Anchor''' controls are '''disabled'''.  Therefore, you cannot change the '''Horizontal Anchor points''', '''Dependency Type''', or the '''Slider bars '''for '''Predecessor '''or '''Successor'''.  You can, however, change the eight (8) '''Vertical Anchor point '''radio buttons.
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Note that the '''Horizontal Anchor '''controls are only available if manual '''Task Links '''are selected for '''editing'''.  The control groups in this form are almost identical to the '''Default Task-Link Formatting''' control group in the '''Template Properties''' and '''Chart Properties '''form’s '''Task Link''' Tab.  Making an '''edit''' to any setting in the above form such that the '''edit''' deviates from the '''default settings''' established in the '''Chart Properties''' form changes the selected '''Task Link(s) '''to '''mavericks'''.
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The settings for a '''maverick Task Link''' can be '''restored''' to the '''default format settings''' by clicking the '''Use Format Defaults''' button shown above.  This action '''restores''' the '''maverick Task Link '''to the settings in the current '''Chart Properties''' form’s '''Task Link '''tab shown in the '''Default Task-Link Formatting '''control group of the form.  Since making a '''Task Link into a maverick''' is considered '''formatting''', '''edits''' to a '''Task Link''' in one snapshot '''mavericks '''that '''Task Link '''in '''all''' '''snapshots'''.
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====Use Format Defaults Button====
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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.  Recall that '''default Task Link '''settings can include the '''Task Link Filter rules''' established in the '''Template Properties''' form or by using the '''Chart Properties '''form’s '''Task Link '''tab’s '''Manage Rules …''' button and the '''Task Link Filter Rules''' form.  Clicking the '''Use Format Defaults''' button '''resets defaults''' for selected '''Task Links''' either '''Data-driven''' or manual.
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===Editing Manual Task Links===
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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 '''task link''' right-click '''context menu''' shown below:
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<center>[[File:P70-19_1_2_1-70-70-(8)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(8)-09292020.png</center>-->
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====Manual Task Link Delete Command====
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'''Deleting''' a manual '''Task Link''' includes two options:  (1) '''At this snapshot''' and (2)''' At all snapshots'''.
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'''At this snapshot''':  '''Deleting''' a manual '''Task Link At this snapshot''' removes its presence from the current snapshot. 
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:1) The action also checks '''OFF''' the entry for this manual '''Task Link''' in the '''Where Are My Links?''' form for this snapshot but the entry remains in the form.
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:2) 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.
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:3) Rechecking the entry back to '''ON''' yourself also '''restores''' the subject manual '''Task Link '''at the current snapshot.
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'''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. 
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:1) Since the entry in the '''Where Are My Links?''' form is gone; the '''deleted''' manual '''Task Link''' cannot be '''restored''' through the form.
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:2) However, an immediate '''UNDO '''restores the manual '''Task Link''' '''deleted''' '''At all snapshots''' to visibility in '''all''' snapshots of the chart and restores the entry in the '''Where Are My Links? '''form.
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The '''Order''', '''Add another …''', and '''Put at all snapshots''' commands are unchanged from previous versions of OnePager with respect to manual '''Task Links'''.
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====Manual Task Link Order Command====
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The '''Order '''command allows you to place the '''Task Link''' within the display area relative to other graphics in the same '''Z-Level'''.  This command operates similar to other '''Order''' operations in OnePager.  The '''Order''' command appears like this when you right-click a link:
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<center>[[File:P70-19_1_2_1-70-70-(9)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(9)-09292020.png</center>-->
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====Add Another ... Command====
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The '''Add another … '''command, when clicked, immediately adds another '''Task Link '''to the '''selected''' pair of task or milestone shapes with the same properties as the original manual '''Task Link''' selected.  Typically, the '''added''' manual '''Task Link''' is superimposed on the original so it may be difficult to see.  It is recommended that you '''select''' one of the manual '''Task Links''' and '''drag and drop''' it to a new '''connection line''' location to enhance its visibility.  This allows you to '''“add another”''' manual '''Task Link '''between the two selected task bars/milestone symbols with different properties. 
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The example below shows a second manual '''Task Link''' added that is positioned further to the right of the first selected manual '''Task Link''':
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<center>[[File:P70-19_1_2_1-70-70-(10)-09292020.png]]</center>
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<!--<center>P70-19_1_2_1-70-70-(10)-09292020.png</center>-->
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====Manual Task Links Put In All Snapshots Command====
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The '''Put in all snapshots''' command assures that in '''multi-snapshot''' charts that the selected '''Task Link''' is included in snapshots where the two participating task bars/milestone symbols appear.  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.  You have the option, as noted in the '''delete''' manual '''Task Links''' discussion above, to '''delete '''manual''' Task Links''' in individual snapshots. 
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+
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:P70-19_4_1-70-(22)-10022020.png]]</center>
+
<!--<center>P70-19_4_1-70-(22)-10022020.png</center>-->
+
 
+
====Manual Task Links Properties ... Command====
+
 
+
Clicking the '''Properties …''' command for a manual '''Task Link '''accesses the '''Task Link Properties''' form as shown here:
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(25)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(25)-09292020.png</center>-->
+
 
+
When a manual '''Task Link(s)''' are selected and the '''Properties… '''command is selected from the '''task link''' right-click '''context menu''', all controls in the '''Task Link Properties''' form are '''enabled'''.  You have the capability to modify all '''properties''' of the manual '''Task Links '''selected including the '''Horizontal Anchor points '''and '''Dependency Type:'''.
+
 
+
For manual '''Task Links''', all the controls in the '''Horizontal Anchor''' control group are '''enabled''' when the '''Dependency Type:''' window is set to '''Custom'''.  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:P70-19_1_2_1-70-70-(32)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(32)-09292020.png</center>-->
+
 
+
For manual''' Task Links''', the '''Line Style''', '''Arrow Style''', '''Link Comments''', and '''Vertical Anchor '''control groups are '''enabled'''.  The control groups in this form are almost identical to the '''Default Task-Link Formatting''' control group in the '''Template Properties''' and '''Chart Properties '''form’s '''Task Link''' Tab. 
+
 
+
Making an '''edit''' in the above form such that the '''edit''' deviates from the '''default settings''' established in the '''Chart Properties''' form changes the selected '''Task Link(s)''' to a '''maverick.'''  The settings for a '''maverick Task Link''' can be '''restored''' to the '''default settings''' by clicking the '''Use Format Defaults''' button shown above.  This action '''restores''' the '''maverick Task Link '''to the settings in the current '''Chart Properties''' form’s '''Task Link '''tab shown in the '''Default Task-Link Formatting '''control group of the form.  Since making a '''Task Link a maverick''' is considered '''formatting''', '''edits''' to a '''Task Link''' in one snapshot '''mavericks '''that '''Task Link '''in '''all''' snapshots.  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.
+
 
+
====Manual Task Links Use Format Defaults Button====
+
 
+
Recall that '''default Task Link '''settings can include '''Task Link Filter rules''' established in the '''Template Properties''' form or by using the '''Chart Properties '''form’s '''Task Link '''tab’s '''Manage Rules …''' button and the '''Task Link Filter Rules''' form.  Clicking the '''Use Format Defaults''' button '''resets defaults''' for selected '''Task Links''' either '''Data-driven''' or manual.
+
 
+
==Enhanced Manual and Data-Driven Task Link Formatting Capabilities==
+
 
+
===Using the Task Link Properties Form to Edit Task Link Format Properties===
+
 
+
As mentioned above, OnePager 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'''.
+
 
+
====Task Link Line Styles====
+
 
+
Previously, you only had the '''solid connection line type'''.  In OnePager all '''five connection line type options''' that are currently supported for '''connection lines''' to '''baselines''', '''deadlines''', '''endpoints '''to task bars/milestone symbols are included.
+
 
+
These '''five connection line options''' are shown below:
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(33)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(33)-09292020.png</center>-->
+
 
+
====Task Link Arrow Styles====
+
 
+
In OnePager there are enhanced '''Arrow Styles''' as shown below:
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(34)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(34)-09292020.png</center>-->
+
 
+
There are five (5) '''Begin Type arrow styles '''and five (5) '''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'''.  OnePager recognizes which end of the '''connection line''' is the '''Begin''' and '''End '''based upon the '''Dependency Type'''.
+
 
+
'''Caution''': You can override OnePager’s determination of '''Begin''' and '''End Types''' by making your own selections in the dropdown windows shown in the above form. 
+
 
+
'''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 bars/milestone symbols and thereby appears to violate the integrity of your '''source plan '''data.
+
 
+
====Task Link Corner Radius====
+
 
+
You also have options when specifying the '''Corner radius''' of a '''Task Link''' '''connection line''' regardless of the '''line option''' selected.  The '''Corner radius''' is a parameter denoting the number of pixels that are used to make the connection line’s '''90 degree bends'''.  The '''higher''' the pixel count the '''more rounded''' the connection line '''bend''' appears.
+
 
+
Below is an example of a '''Corner Radius''' of 1:
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(35)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(35)-09292020.png</center>-->
+
 
+
For comparison, below is an illustration with a manual '''Task Link '''with a '''Corner Radius '''of 10:
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(36)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(36)-09292020.png</center>-->
+
 
+
====Task Link Dependency Types====
+
 
+
For manual''' Task Links''', you have the option of selecting the''' Dependency type''' from one of the following:
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(37)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(37)-09292020.png</center>-->
+
 
+
Selecting the dropdown’s '''Custom''' option '''enables '''the '''slider bars''' to be used to position the '''Horizontal Anchor points''' for the '''predecessor''' and '''successor'''.  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'''.  There is an additional '''Task Link Dependency type''' for manual '''Task Links '''called the '''Custom Dependency type'''.  This is the '''default''' setting when you place a manual '''Task Link '''into the chart and shows in the '''Dependency Type:''' window of the '''Chart Properties '''form’s '''Task Link '''tab and '''Task Link Properties '''form. 
+
 
+
The initial '''Custom Dependency Type''' for manual '''Task Links''' is Finish-to-Start ('''FS''').  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'''.  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'''.  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'''.
+
 
+
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:P70-19_1_2_1-70-70-(25)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(25)-09292020.png</center>-->
+
 
+
====Task Link Vertical Anchors====
+
 
+
Finally, for both manual and '''Data-driven Task Links''', you have control over where the '''Task Link Vertical Anchors''' connect to the task bar/milestone symbol.  There are four (4) '''Vertical Anchor point''' options each for the '''Predecessor''' and '''Successor''' tasks'''.
+
 
+
=====Top=====
+
 
+
The '''Task Link connection line anchors''' at the '''Top''' of the task bar/milestone symbol and '''departs vertically '''or '''horizontally''' from the '''Top'''.
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(39)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(39)-09292020.png</center>-->
+
 
+
=====Middle=====
+
 
+
The '''Task Link connection line anchors''' at the '''vertical center''' of the task bar/milestone symbol and '''departs horizontally''' or '''vertically '''from the '''middle'''. 
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(40)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(40)-09292020.png</center>-->
+
 
+
=====Bottom=====
+
 
+
The '''Task Link connection line anchors''' at the '''bottom '''of the task bar or '''departs vertically''' or '''horizontally '''from the '''bottom'''.
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(41)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(41)-09292020.png</center>-->
+
 
+
=====Auto=====
+
 
+
The '''Auto''' '''option''' is the '''default''' option employed by OnePager 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 chart. 
+
 
+
The '''Task Link’s Dependency Type''' is preserved.
+
 
+
===Selecting Multiple Task Links to Edit with the Task Link Properties Form===
+
 
+
OnePager 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'''.  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.  When you want to access the '''task link’s''' right-click '''context menu''' and you '''select''' '''Task Links '''of different types, OnePager provides the '''task link''' right-click '''context menu''' for the '''Task Link '''type which you used the right-click.
+
 
+
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 provides the '''Data-driven Task Link’s''' right-click '''context menu'''.  If you reverse the '''selection''' above and right-click on the manual '''Task Link '''second, OnePager provides the manual '''task link’s''' right-click '''context menu'''.  The difference between the two types of '''task link''' right-click '''context menus''' is that the '''Data-driven task link''' right-click '''context menu''' has the '''Hide '''command while the manual '''task link''' right-click '''context menu''' has the '''Delete '''command.
+
 
+
The remaining commands in the two types of '''task link''' right-click '''context menus''' are almost identical with the exception that the manual '''task link’s''' right-click '''context menu''' has the '''Add another …''' command and the '''Data-driven task link’s''' right-click '''context menu''' does not.
+
 
+
When you do make''' multiple''' '''Task Link '''selections of '''different types''' of '''Task Links''' and use the '''task link''' right-click '''context menu '''to access the '''Task Links Properties '''form by clicking the '''Properties … '''command in the '''task link''' right-click '''context menu''', the '''Task Links Properties '''form looks like this:
+
 
+
<center>[[File:P70-19_4_1-70-(23)-10022020.png]]</center>
+
<!--<center>P70-19_4_1-70-(23)-10022020.png</center>-->
+
 
+
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'''.  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.
+
 
+
====Cautions====
+
 
+
You can override OnePager’s determination of '''Begin''' and '''End Types''' by making your own '''selections''' in the above form.  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. 
+
 
+
When you make '''multiple''' '''Task Link '''selections of the '''same type''' of '''Task Links''' and use the '''task link''' right-click '''context menu '''to access the '''Task Links Properties '''form by clicking the '''Properties … '''command, the '''Task Links Properties '''form looks the same as the illustration above except that OnePager is able to identify the '''connection line color''' and show it in the form.  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.  When multiple manual''' Task Links''' are selected, the '''Task Link Properties '''form is accessed with all control groups '''enabled'''.
+
 
+
===Re-positioning Task Link Connection Lines Using Drag and Drop Methods===
+
 
+
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 bars/milestone symbols.  This capability was not provided in previous versions of OnePager but it is in OnePager as described here.  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 '''task bars as shown in the illustration in the next paragraph. 
+
 
+
'''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:P70-19_1_2_1-70-70-(47)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(47)-09292020.png</center>-->
+
 
+
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 '''Chart Editor'''.  Although you can '''select multiple''' '''Task Links''' and the '''green''' and '''yellow''' '''grab points''' are provided, OnePager only allows you to use the '''drag and drop''' method of re-positioning 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'''.
+
 
+
For''' Begin''' and '''End point shapes''', the '''green grab points '''do not come off of the task bar/milestone symbol.  The selection''' grab points''' behave as follows when using your mouse to adjust their positions.
+
 
+
====Beginning and Ending Green Grab Points====
+
 
+
These '''green grab points''' can be moved up and down between three positions on the task bars/milestone symbols to fine tune their position '''vertically '''as shown in the sequence below: 
+
 
+
<center>'''Initial Configuration of Task Link Finish-to-Start'''</center>
+
<center>[[File:P70-19_1_2_1-70-70-(48)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(48)-09292020.png</center>-->
+
 
+
<center>'''Task Link End Point Shape Selected Showing Snap-To-Grab Points'''</center>
+
<center>[[File:P70-19_1_2_1-70-70-(49)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(49)-09292020.png</center>-->
+
 
+
When a '''Task Link '''is '''selected''' as shown in the first illustration above, OnePager indicates where the '''Begin '''and '''End point shapes positions''' are with '''green grab points'''.  If you '''select''' the '''End point shape''' of the '''Task Link '''as shown in the second illustration above, OnePager provides '''unfilled green grab points''' to indicate valid '''snap-to-positions''' for the '''End point shape.'''  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'''. 
+
 
+
'''Data-driven Task Links''' cannot be moved '''horizontally''' on either participating task bar/milestone symbol pair as OnePager 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'''. 
+
 
+
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:P70-19_1_2_1-70-70-(50)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(50)-09292020.png</center>-->
+
 
+
====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:P70-19_1_2_1-70-70-(51)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(51)-09292020.png</center>-->
+
 
+
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'''.  Attempting to move '''yellow grab point''' too far in the '''graph area '''can produce '''unexpected results'''.  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'''.
+
 
+
===Re-positioning Task Link Connection Lines on Various Task Bars===
+
 
+
OnePager has a variety of task bars available, so we have a few tips for re-positioning '''Task Link Begin/End points '''when working with a task bar with rounded or pointed ends.  The two task bars 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:P70-19_1_2_1-70-70-(52)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(52)-09292020.png</center>-->
+
 
+
Changing the '''Successor '''task bar 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 task bar do to its geometry.
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(53)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(53)-09292020.png</center>-->
+
 
+
For a more clear view of how '''Task '''Links are attaching to your task bars, right-click on the '''Task Link '''and click the '''Properties … '''command.    You can now see that the '''Vertical Anchor point''' for this '''Successor '''task bar is likely set to '''Auto '''as shown here:
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(54)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(54)-09292020.png</center>-->
+
 
+
'''Editing''' the '''Vertical Anchor '''settings for the '''Successor '''task bar to '''Top''', '''Middle''', or '''Bottom '''enables you to know for sure where the '''Task Link''' is attaching.
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(55)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(55)-09292020.png</center>-->
+
 
+
It is recommended that consideration be given to task bar 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===
+
 
+
Creating a '''Daisy Chain '''of manual '''Task Links''' is a two-step process.  First, using your mouse and the '''CTL+Left-Click''', make a series of mouse '''selections''' of task bars/milestone symbols in the order desired from the first '''Predecessor''' to the last '''Successor '''task bar/milestone symbol as shown here:
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(12)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(12)-09292020.png</center>-->
+
 
+
The second step is to click the '''Task Link''' button on the OnePager '''Insert''' ribbon tool bar tab shown below:
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(1)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(1)-09292020.png</center>-->
+
 
+
At the completion of this second step the chart looks like this after increasing the '''row height''' to better display the '''Daisy Chain '''of three manual '''Task Links''':
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(13)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(13)-09292020.png</center>-->
+
 
+
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===
+
 
+
'''Daisy Chained '''manual''' Task Links''' can also be created by selecting the task bars/milestone symbols as before but using the right-click on the '''task bar''' right-click '''context menu’s Insert task link(s) '''command to '''create''' the desired '''Daisy Chain''' as shown in the following example.  Start with the chart shown below:
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(12)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(12)-09292020.png</center>-->
+
 
+
The first step is to '''select''' the task bars/milestone symbols to connect by '''Daisy Chained '''manual '''Task Link''' as shown in the illustration below:
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(15)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(15)-09292020.png</center>-->
+
 
+
When you click the '''Insert task link(s)''' command in the '''task bar''' right-click '''context menu '''shown above''' '''the '''Daisy Chained '''manual '''Task Link''' looks like this:
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(13)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(13)-09292020.png</center>-->
+
 
+
===Using the Lasso and Select All Ribbon Tool Bar Tab Button to Create Daisy Chains===
+
 
+
====Lasso Selection====
+
 
+
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 bars/milestone symbols you want to be included in the '''daisy chain''' of manual '''Task Links'''.
+
 
+
For example, below the mouse left-click sweep '''selected''' all visible task bars/milestone symbols by including them inside the '''Lasso''' as shown:
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(17)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(17)-09292020.png</center>-->
+
 
+
Releasing the mouse left-click in the lower right of the chart '''selects''' all the task bars/milestone symbols within the boundary of the '''Lasso''' as shown here:
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(18)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(18)-09292020.png</center>-->
+
 
+
To complete the process, right-click on any selected task bar/milestone symbol to access its '''context menu '''and click the '''Insert task link(s)''' command as shown below.
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(19)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(19)-09292020.png</center>--> 
+
 
+
Doing this causes OnePager to draw the '''daisy chain '''manual '''Task Links''' as shown below with the '''Task Links''' '''widened''':
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(20)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(20)-09292020.png</center>-->
+
 
+
====OnePager Ribbon Home Tool Bar Tab-Select All Task Bar/Milestone Symbols====
+
 
+
As an alternative to using the '''Lasso''' to '''select''' all task bars/milestone symbols, you can use the OnePager Pro '''Home''' ribbon tool bar tab in the '''Editing '''group of controls to make the '''selection'''.  To do this, click on the '''Select all '''dropdown control in the group and select the '''Tasks/Milestones''' command as shown here:
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(21)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(21)-09292020.png</center>-->
+
 
+
Once all the task bars/milestone symbols are '''selected''', use the right-click on any task bar/milestone symbol to access the '''task bar''' right-click '''context menu '''and click the '''Insert task link(s) '''command to create the '''daisy chain'''.  Using the '''Lasso''' or the '''Select all''' technique to create a '''daisy chain '''of manual '''Task Links''' lets OnePager know that you want the resulting '''daisy chain '''to progress from upper left to lower right.  Not '''selecting all task bars/milestone symbols creates''' a '''daisy chain''' just involving those '''selected''' task bars/milestone symbols with manual '''Task Links''' applied in the order that your manual ''''selection''' of the task bars/milestone symbols were made.
+
 
+
If you need to '''select''' some task bars/milestone symbols but not all by using the '''CTL+Left-Click''' technique for '''selection''', OnePager Pro can create a '''daisy chain '''of manual '''Task Links''' in the order '''selected''' as shown below where not all visible task bars/milestone symbols are '''selected'''.
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(22)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(22)-09292020.png</center>-->
+
 
+
With the chart and the task bar/milestone symbol '''selections''' shown above, using either the OnePager ribbon tool bar command or the '''task bar''' right-click '''context menu''' command to '''Insert task link(s)''' results in the chart shown below:
+
 
+
<center>[[File:P70-19_1_2_1-70-70-(23)-09292020.png]]</center>
+
<!--<center>P70-19_1_2_1-70-70-(23)-09292020.png</center>-->
+
 
+
Some care needs to be exercised when using a combination of the '''Lasso''' or '''Select all''' technique with individual task bar/milestone symbol '''selections''' or '''de-selections''' to identify those task bars/milestone symbols to participate in the creation of a '''daisy chain'''.  If you do the combination of '''Lasso''' and then, holding the '''CTL+Left-Click''', you individually '''select''' additional task bars/milestone symbols, OnePager may not be able to follow your sequence and interpret your intentions.  The results may not turn out to meet your expectations.    It is recommend that you '''not '''combine these techniques for '''selecting''' task bars/milestone symbols 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 bars/milestone symbols are '''de-selected''' between steps.
+
 
+
===Editing Daisy Chains===
+
 
+
Manual '''Task Links '''can be individually '''edited''' as described above for '''Data-driven Task Links '''.  Although the '''task link''' right-click '''context menu''' for manual '''Task Links '''differs slightly from the '''task link''' right-click '''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'''.
+
 
+
Manual '''Task Links''' even if '''created''' by the '''Daisy Chain '''method are always individually '''selected''' and their properties individually '''edited'''.  Likewise, manual '''Task Links '''must have their '''default '''properties individually '''restored''' using the '''Task Link Properties '''form’s '''Use Format Default''' button.
+
 
+
Using the '''UNDO''' button above the OnePager ribbon tool bar 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)===
+
 
+
As a review, a '''Virtual Summary Task''' ('''VST''') is a summary task bar created by OnePager that does not exist in Microsoft Project.  It represents the '''Start Date''' and '''End Date''' of two or more constituent task bars or milestone shapes.  In this respect the '''VST''' is a OnePager '''Summary''' task.  OnePager computes the '''Start''' and '''End Date boundaries''' of a '''VST''' as its constituent '''task bar/milestone symbol's dates''' change from snapshot to snapshot.  It also constructs '''Baselines''', '''Percent Complete Bars''', and '''Critical Path Segments''' (OnePager Pro ('''OPP''') only) for task bars/milestone symbols being summarized.
+
 
+
For more information on '''creating and using the VST '''feature, please see the article at:  [[Creating and Managing Virtual Summary Tasks&nbsp;for Version 7.0 | Creating and Managing Virtual Summary Tasks]] <!--18.0.1-70-->
+
 
+
====Creating Virtual Summary Tasks from Tasks with Data-Driven Task Links====
+
 
+
When you want to create a '''VST '''from task bars/milestone symbols 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.  Suppose you want to create a '''VST '''from the three top task bars shown below:
+
 
+
<center>[[File:P70-19_4_1-70-(24)-10022020.png]]</center>
+
<!--<center>P70-19_4_1-70-(24)-10022020.png</center>-->
+
 
+
In the above illustration, the three task bars of interest each have a '''Data-driven Task Link '''associated with them as shown in the adjacent '''Where Are My Links?''' form.  Creating a '''Virtual Summary Task''' from the three top task bars using the procedure in the referenced article above produces the chart below:
+
 
+
<center>[[File:P70-19_4_1-70-(25)-10022020.png]]</center>
+
<!--<center>P70-19_4_1-70-(25)-10022020.png</center>-->
+
 
+
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 task bars being incorporated into the '''VST'''.  If there are any manual '''Task Links''' associated with the task bars being combined into a '''VST''', these too are not '''shown''' after the '''VST '''is created.
+
 
+
Looking at the '''Where’s My Stuff!? '''form shows the task bars that are '''hidden''' for the reasons indicated in the form below:
+
 
+
<center>[[File:P70-19_4_1-70-(26)-10022020.png]]</center>
+
<!--<center>P70-19_4_1-70-(26)-10022020.png</center>-->
+
 
+
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 7.0 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] <!--9.4.1-70-->
+
 
+
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.    A more conventional method to '''unmake''' a '''Virtual Summary Task '''is to select it with a right-click to access the '''task bar''' right-click '''context menu''' and click the '''Unmake virtual summary task '''command. 
+
 
+
When this is done, the chart looks like this:
+
 
+
<center>[[File:P70-19_4_1-70-(27)-10022020.png]]</center>
+
<!--<center>P70-19_4_1-70-(27)-10022020.png</center>-->
+
 
+
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====
+
 
+
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'''.  This also applies to a '''VST made''' from task bars that do have '''Data-driven Task Links''' after the '''VST '''is '''made'''.  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.
+
 
+
====In Summary====
+
 
+
A '''VST''' cannot be a '''Predecessor '''or '''Successor '''task bar for '''Data-driven Task Links''' because '''VSTs '''are not associated with '''Dependency''' information from the '''source plan'''.  For task bars 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'''.  The '''Where’s My Stuff!?''' form also provides a means to see the task bars/milestone symbols incorporated in the '''VSTs''' and the entries in this form can be used to '''unmake''' a '''VST '''if done properly.  When the '''VST '''is '''unmade''', the constituent task bars have their '''Data-driven '''and/or manual''' Task Links '''restored to being '''shown''' and the '''Where Are My Links?''' form entries are updated accordingly.
+
 
+
===Task Links for Absorbed Tasks===
+
 
+
A bit of review on '''Absorption'''.  The idea is to '''absorb''' one task or milestone shape into another task or milestone shape, leaving behind only a '''Comment Box''' (or perhaps several '''Comment Boxes''') to indicate the presence of the '''Absorbed''' task bars/milestone symbols.
+
 
+
For more information on how to perform the '''absorption '''function, please see the article at: [[Absorbing one task into another for Version 7.0 | Absorbing one task into another]] <!--17.0.1-70-->
+
 
+
In addition, to properly use the function, there are two (2) control options found in the '''Template Properties''' and '''Chart Properties''' forms at the '''Advanced '''tab in the '''Display options''' control group of controls called '''Allow absorption''' and '''Show absorbed dates''' checkboxes. 
+
 
+
The '''Allow absorption''' checkbox must be checked '''ON''' for the '''absorb '''feature to operate. 
+
 
+
The '''Show absorbed dates''' checkbox, when checked '''ON''', assures that the '''Start''' and '''End Dates''' of the '''Absorbed''' task bars/milestone symbols are present in the '''Comment Box'''.
+
 
+
For more information on the '''Display Options''' controls, please see the article at:  [[Advanced Tab for OnePager Pro for Version 7.0 | Advanced Tab for OnePager Pro]] <!--21.13.1-70-->
+
 
+
====Absorbing Tasks with Task Links====
+
 
+
Using the chart below, '''absorb''' the '''MERLIN Subcontractor Selection''' task bar into the '''ADONIS Subcontractor Selection '''task bar in the row below:
+
 
+
<center>[[File:P70-19_4_1-70-(28)-10022020.png]]</center>
+
<!--<center>P70-19_4_1-70-(28)-10022020.png</center>-->
+
 
+
The '''Advanced''' tab of the '''Chart Properties''' form above has the two '''absorption''' related checkboxes checked '''ON'''.  Next, select the '''MERLIN Subcontractor Selection''' task bar and '''drag''' it down into the '''ADONIS Subcontractor Selection '''task bar and the result is shown below:
+
 
+
<center>[[File:P70-19_4_1-70-(29)-10022020.png]]</center>
+
<!--<center>P70-19_4_1-70-(29)-10022020.png</center>-->
+
 
+
When you click the '''OK '''button after making your selection in the '''Absorption Options''' form, the chart looks like this with the '''Where Are My Links? '''form included in the illustration below:
+
 
+
<center>[[File:P70-19_4_1-70-(30)-10022020.png]]</center>
+
<!--<center>P70-19_4_1-70-(30)-10022020.png</center>-->
+
 
+
The '''Data-driven Task Links '''associated with the task bar being '''absorbed''' are '''hidden''' as indicated in the '''Where Are My Links? '''form shown above.  If the '''absorbing''' task bar originally had manual and/or '''Data-driven Task Links''', these '''Task Links''' remain unchanged.  If you look at the '''Where’s My Stuff!?''' form, you see that the '''MERLIN Subcontractor Selection '''task bar is '''hidden''' because it’s been '''absorbed''' as shown below:
+
 
+
<center>[[File:P70-19_4_1-70-(31)-10022020.png]]</center>
+
<!--<center>P70-19_4_1-70-(31)-10022020.png</center>-->
+
 
+
As with the '''unmake''' process for a '''VST '''using the '''Where’s My Stuff!? '''form, you can '''unabsorb '''task bars by checking the '''Select '''column’s checkbox '''ON''' for the desired entry and click the '''Fix Selected '''button.  When this is done, any '''Comment Boxes''' are removed, the previously '''absorbed '''task bars are shown as selected in the task bar in which they were '''absorbed''', and any '''hidden''' manual and/or '''Data-driven Task Links '''are '''shown.''' 
+
To complete the process, use the '''drag and drop '''method to move the '''unabsorbed''' task bar back to its previous row.
+
 
+
The more conventional way to '''unabsorb '''a task bar is to right-clicking the '''absorbing '''task bar ('''ADONIS Subcontractor Selection''') to accesses the '''task bar''' right-click '''context menu '''where you can click the '''Unabsorb task bars '''command to restore the '''absorbed''' task bar to visibility.  When this is done, any '''Comment Boxes''' are removed, the previously '''absorbed '''task bars are shown as selected in the task bar in which they were '''absorbed''', and any '''hidden''' manual and/or '''Data-driven Task Links '''are '''shown.'''  To complete the process, use the '''drag and drop '''method to move the '''unabsorbed''' task bar back to its previous row.
+
 
+
====Adding Manual Task Links to Absorbed Tasks====
+
 
+
Once two or more task bars are '''absorbed''', the resulting '''absorbing''' task bar can be a '''Predecessor''' or '''Successor''' itself and be a part of a pair of manual '''Task Links'''.  This applies also to an '''absorbing '''task bar that can have '''Data-driven Task Links'''.  When an '''absorbing '''task bar 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.
+
 
+
===Changes to Task Links when Moving Task Bars/Milestone Symbols, Rows, or Swimlanes ===
+
 
+
You have the capability when '''editing''' the chart to move task bars/milestone symbols up or down from '''Row''' to '''Row''' as well as to move '''Rows''' and '''Swimlanes''' with their respective content of task bars/milestone symbols up or down in the chart.  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.  Given the portion of a chart with '''Data-driven Task Links showing''', what follows are three examples of how the chart changes when task bars/milestone symbols, row, and swimlanes are moved:
+
 
+
====Original Chart with Task Links====
+
 
+
Here is the chart before any task bars/milestone symbols, rows, or swimlanes are moved:
+
 
+
<center>[[File:P70-19_1_1-70-(23)-09292020.png]]</center>
+
<!--<center>P70-19_1_1-70-(23)-09292020.png</center>-->
+
 
+
====Task Links After A Task Is Moved Downward====
+
 
+
After moving the '''Create Working Plans''' task bar to the bottom row of the chart above, the result looks like this:
+
 
+
<center>[[File:P70-19_1_1-70-(24)-09292020.png]]</center>
+
<!--<center>P70-19_1_1-70-(24)-09292020.png</center>-->
+
 
+
====Task Links After a Row is Moved Downward====
+
 
+
Starting from the original chart, move the last '''Prime''' '''row''' in the '''Planning Phase''' '''swimlane''' to just above the last '''row''' in the chart.  When this operation is completed the chart looks like the one below:
+
 
+
<center>[[File:P70-19_1_1-70-(25)-09292020.png]]</center>
+
<!--<center>P70-19_1_1-70-(25)-09292020.png</center>-->
+
 
+
====Task Links After a Swimlane is Moved Downward====
+
 
+
Finally, from the original chart, move the '''Planning Phase''' swimlane to a position between the '''Development Phase''' and '''Integration & Testing Phase''' swimlanes.  When completed, this chart looks like the following:
+
 
+
<center>[[File:P70-19_1_1-70-(26)-09292020.png]]</center>
+
<!--<center>P70-19_1_1-70-(26)-09292020.png</center>-->
+
 
+
In the cases above, OnePager Pro 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 '''Chart Editor'''.
+
 
+
For more information about '''Rows''' and '''Swimlanes''', please see the articles at:  [[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70-->
+
 
+
===Behavior of Data-Driven Task Links When Adding or Replacing Snapshots===
+
 
+
OnePager '''updates''' the presentation of '''Data-driven Task Links''' in snapshots when you perform one of the '''Update '''workflows.  These '''Update '''workflows''' '''include: 
+
 
+
:1) Performing a '''Replace-Dates''', '''Replace-Dates and Progress''', or '''Replace-All Properties''' for a snapshot.
+
 
+
:2) Creating a '''NEW snapshot'''.
+
 
+
For the '''Replace-All''' '''Properties '''workflow there are two (2) situations that are specifically handled by OnePager.  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 makes the change to the '''Task Link Dependency Type '''during the '''Update'''.  If the change involves no longer specifying a '''source plan Predecessor''' task/milestone for a '''Successor '''task/milestone, the '''Replace-All Properties '''workflow '''deletes '''the '''Data-driven Task Link '''from '''all snapshots'''.
+
 
+
For the '''NEW '''and '''REPLACE-Dates''' workflows, OnePager '''hides''' the '''Data-driven Task Link''' in the subject snapshot when there is no '''source plan Predecessor''' task/milestone specified.
+
 
+
OnePager does not process '''lag time''' for '''data-driven Task Links'''.
+
  
 
==Related Links==
 
==Related Links==
  
[[Data-Driven Task Link Import Rules for OnePager Pro for Version 7.0| Data-Driven Task Link Import Rules for OnePager Pro]] <!--19.1.3.1-70-->
+
[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.1 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-71
  
[[Using the Where Are My Links? Form for OnePager Pro for Version 7.0 | Using the Where Are My Links? Form for OnePager Pro]] <!--19.5.1-70-->
+
[[Managing Chart Data for Version 7.1 | Managing Chart Data (Portal)]] 23.0.1-71
  
[[Creating and Managing Virtual Summary Tasks&nbsp;for Version 7.0 | Creating and Managing Virtual Summary Tasks]] <!--18.0.1-70-->
+
[[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
  
[[Absorbing one task into another for Version 7.0 | Absorbing one task into another]] <!--17.0.1-70-->
+
(4.0.1.3-72)
  
[[Advanced Tab for OnePager Pro for Version 7.0 | Advanced Tab for OnePager Pro]] <!--21.13.1-70-->
+
[[Category:Version 7.2]]
 
+
[[Category:Getting Started with Version 7.2]]
[[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70-->
+
[[Category:Core Concepts]]
 
+
[[Category:Templates]]
[[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro for Version 7.0 | Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Pro]] <!--19.2.1-70-->
+
[[Category:Charts]]
 
+
[[Category:Templates Versus Charts]]
[[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 7.0 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] <!--9.4.1-70-->
+
[[Category:Importing]]
 
+
[[Using the Where Are My Links? Form for OnePager Pro for Version 7.0 | Using the Where Are My Links? Form for OnePager Pro]] <!--19.5.1-70-->
+
 
+
(19.4.1-70)
+
 
+
[[Category:Version 7.0]]
+
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
[[Category:Task Links]]
+
[[Category:OnePager Express]]
[[Category:Snapshots]]
+
[[Category:OnePager Bundle]]
[[Category:Snapshot Independent]]
+
[[Category:Task/Milestone]]
+
[[Category:Charts]]
+
[[Category:Edit the Chart]]
+
[[Category:Template]]
+
[[Category:Chart Properties]]
+
[[Category:Task Links Tab]]
+
[[Category:Where Are My Links?]]
+
[[Category:Where’s My Stuff?!]]
+
[[Category:Virtual Summary Tasks]]
+
[[Category:Absorbing/Unabsorbing]]
+
[[Category:Rows and Swimlanes]]
+

Revision as of 14:38, 31 May 2022

Overview

Charts and Templates both let you customize your work and save time making new charts or updating existing ones. Charts and Templates have some similar looking forms, so it is important to understand how they differ and what roles they play.

The concepts described and used in this article apply equally to OnePager Pro, OnePager Express and OnePager Bundle.

Templates

A Template is a framework from which you create new charts. It contains no imported tasks or milestones and it is never displayed on the screen as graphics. It is just a convenient way of standardizing the parameters for creating new charts. The Template Properties form establishes default settings for color assignments, row and swimlane assignments, font properties, time axis choices, headers, footers, task links, and comment boxes. It also tells OnePager which Fields to import from a Microsoft Project or a Microsoft Excel source plans when a new chart is created. Once you have created a chart using a Template Properties form, the chart becomes independent of the Template. You can change the Template Properties form and it has no further effect on charts already created. Templates are used by OnePager through the Template Properties form.

Chart

The chart is the graphical representation of the data imported from your Microsoft Project, Microsoft Excel, Smartsheet, or Oracle Primavera P6 source plan under the control of the the current Template Properties form. The chart can be manually edited on the screen which is called the Chart Editor.

For more information, please see the article at: Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-72

You can also use the Chart Properties form accessed from the Home ribbon tool bar tab to make edits and changes to the chart which override the settings in the Template Properties form. These Chart Properties form changes do not change the settings in the current Template Properties form. Finally, you can convert a chart and its property settings into a Template Properties form for future use and save it under a file name of your selection.

The Chart Versus Template Relationship

Given the explanations provided above for charts and Templates, the relationship between the two include the relationship between charts and snapshots as well. The figure below shows this relationship:

P71-4 0 1 3-(1)-02082021.png

The vertical columns overlaying Project A and B represent the control that the three Templates Properties forms have over the look and feel of the charts and snapshots created for each of the three audience groups - Executives, the project Team, and Regulators. Each Template Properties form can create different charts that are tailored to the needs of each audience when it comes to telling a part of the schedule story. Template Properties form can be applied to many different projects as shown above and can be tailored with different settings as required. The charts and their snapshots respond to the settings in their respective Template Properties form by displaying task bars and milestone symbols, their decorations and adornments, and other chart features in accordance with Template Properties form's settings.

For more information on Template Properties forms, please see the articles in this series: Managing Templates (Portal) 24.0.1-72

For more information on the management of charts, please see the articles at: Managing Chart Data (Portal) 23.0.1-72

Related Links

Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-71

Managing Chart Data (Portal) 23.0.1-71

Managing Templates (Portal) 24.0.1-71

(4.0.1.3-72)