Difference between pages "Milestones Tab for Version 6.0 (OnePager Pro)" and "Creating and Editing Rows and Swimlanes for Version 7.2 (Portal)"

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==About the Milestones Tab-OnePager Pro==
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==Introduction to Creating and Editing Rows and Swimlanes in OnePager==
  
This tab page, shown below, lets you control the '''style and decoration''' of milestones.  
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This article series describes OnePager’s '''Creating and Editing for Rows and Swimlanes''' features.  Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.
  
Additionally, within this tab are the controls for creating and managing '''conditional formatting''' rules. 
+
==About Creating and Editing Rows and Swimlanes==
  
Where the controls for this form differ from those on the '''Task Bars''' tab, illustrations will be shown in the sub-paragraphs below: 
+
'''Rows and swimlanes''' are a feature of OnePager that help you to '''group, collect, and sort''' project tasks and milestones dynamically based on your underlying project data. These articles cover how to create '''rows and swimlanes''' in your charts and perform '''manual edits''' on the properties of '''rows and swimlanes'''. The articles in this series provide '''overview''' and '''detailed instructions''' on how to use the new OnePager '''Multiple Swimlanes Levels Feature'''.
  
<center>[[File:P60-21_1_5-60-(1)-02202017.png]]</center>
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Most '''row and swimlane''' '''editing''' is done globally, so you should also read the [[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-71 articles to familiarize yourself with some of the more common '''row and swimlane''' features.  
<center>P60-21_1_5-60-(1)-02202017.png</center>
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==Milestone Symbol Styles==
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'''Manual editing''' of '''row and swimlane''' properties is done in the '''Chart Editor''' using the capabilities documented in the link sub-section.
  
1) '''Default Milestone Symbol Styles'''.  Collected in this group are all the controls associated with '''defining or changing''' the properties of '''milestone symbols'''. These controls include:
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==Creating a Chart with Rows and Swimlanes==
  
:a) '''Shape'''. There are over one-hundred fifty (150) '''milestone shapes''' available by using the '''scroll up and down''' buttons associated with the '''Shape''' window's dropdownThese same shapes are also available as '''anchors''' for connectors between '''comment boxes''' and task/milestones and elsewhere OnePager where provides '''anchor shapes'''.  
+
All editions of OnePager  are distributed with a number of '''Templates Properties''' forms that can be used to create various chart '''looks'''.  Many of these '''Templates Properties''' forms already have '''swimlanes''' defined.
  
:b) '''Fill'''.   This dropdown menu shows the five (5) available for '''milestone symbol fill''' or '''texture''' options.  
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See the article at: [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71 for more information.  
  
:c) '''Milestone Height'''.   Allows you to set the '''bar height''' as an absolute quantity ('''inches or centimeters''') or as a '''percentage''' of the '''row heigh'''t, which is shown in parentheses for reference.
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Our recommendation for first time users of OnePager is to create your first chart with the format specified by the current '''Template Properties''' form. Once the chart is created, you have the capability to make '''edits''' including designating which '''source plan''' column/field should be used to control the creation of '''rows and swimlanes'''. For the purpose of this article series, we assume that you have created a chart without any visible '''rows or swimlanes''' and that you desire to organize your chart into '''swimlanes''' and provide at least one '''text column''' per '''row''' in the chart to display '''source plan''' information.
  
:d) '''Border Controls'''.  Allows you to change the '''color''' of the milestone symbol '''border''', the '''width of the border''' and the '''border’s style'''. Further, you have the capability to establish the '''border color''' to be the same as the '''milestone fill color'''.
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Please review the '''Getting Started''' article series which cover all '''source plan''' types at: [[Getting Started with Version 7.2 (Portal) | Getting Started (Portal)]] 3.0.0-72 to see the creation of a chart with a '''swimlane'''.
  
:e) '''Gantt Bar/Milestone Fill Color'''.  You can specify a '''single color''' for all '''milestone symbols''' via the '''Color Chooser''' form when the '''Use one color:''' radio button is selected. Alternatively, selecting the '''Color-code based on''' radio button allows you to select a data field imported from the Microsoft Project '''source plan''' to control '''color''' for each '''milestone symbol’s color'''. In this option, clicking the dropdown provides a list of Microsoft Project '''source plan''' fields from which to select.
+
For a quick overview of OnePager's '''rows and swimlanes''' feature, please see the article at[[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] 4.0.1.5-72
  
::i) As mentioned above, the data driven '''color''' assignment is sometimes referred to as '''round-robin color'''. 
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==Links to Detailed Articles on Creating and Editing Rows and Swimlanes==
::ii) OnePager goes in sequence through the '''color palette''' and assigns a new '''color''' when it finds a new distinct value in the data.  If it finds more distinct values than there are '''colors''' in the palette, it starts over at the beginning of the palette and uses each color for a second data value, and so on.
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::iii) Also note that the '''Color-code based on''' radio button selects a '''single data field''' that applies to both task bars and milestones.  This is one of the few places where tasks and milestones are constrained to have the same default behavior. 
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::iv) Use of '''conditional formatting''' feature for '''color''' assignments allows you to distinguish the '''color''' assignments of tasks from those of milestones.
+
  
:f) '''Mirror format settings between task bars and milestones'''.   When this checkbox is checked, OnePager will automatically make any changes to '''Milestones''' properties that are made to '''Task Bars''' properties for all settings where a '''blue dot''' appears to the right of the setting.
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Add editions of OnePager support the '''multiple swimlane levels''' feature. A Gantt chart with '''multiple swimlane levels''' and '''multiple text columns''' is shown here:
  
==Milestone Symbol Decorations==
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<center>[[File:P70-12_0_1-(1)-06092020.png]]</center>
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<!--<center>P70-12_0_1-(1)-06092020.png</center>-->
  
2) '''Milestone Symbol Decorations'''.   There are '''five decorations for milestone'''. Each may be turned on by checking the associated checkbox. Each of these '''decoration’s''' controls may be accessed by clicking on the adjacent button. Following are brief descriptions of each decoration:
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In the illustration above, the first three columns in the chart are the '''three multiple swimlane levels''' and the two columns to their right are two '''text columns'''. Timeline layout charts where multiple '''source plan''' tasks are placed in a single chart '''row''' can also have '''multiple swimlane levels''' and '''text columns'''. A description of this new feature and an '''overview''' of its operations and controls are provided in the first two articles at the links below. Our recommendation for new OnePager users is that you read the two articles in the table of links below to become familiar with the '''multiple swimlane levels''' concepts and the forms and controls available before using '''multiple swimlane levels''' to construct new charts. Experienced OnePager users are advised to review the first article and familiarize yourselves with the new organization and layout of the enhanced forms and controls contained in the second article below:
  
:a) '''Milestone Label Properties…'''.  Clicking this button will display the '''Set Label Properties''' form where the '''milestone label font properties''' and '''label position''' can be set.
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<center>
 +
===Overview and Summary Articles===
 +
</center>
  
<center>[[File:P52-21_1_3-(2)-06052015.png]]</center>
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The articles listed in the tables below describe OnePager’s '''Multiple Swimlane Level''' feature.  Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.
  
:b) '''%Complete Properties…'''.   Clicking this button will display the '''Set percent-complete properties''' form for milestones shown below which controls the display characteristics of the '''%Complete''' representation. Since milestone symbols can only be incomplete or complete in OnePager, complete milestones are represented as '''filled''' with the '''color''' selected for the milestone, or '''empty''' if incomplete, displaying only the milestone’s border.
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<center>
 +
{| class="wikitable"
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| [[About OnePager's Rows and Swimlanes for Version 7.2 | About OnePager's Rows and Swimlanes]] 12.0.2-72
 +
|-
 +
| [[Using the Multiple Swimlane Levels Feature - Overview for Version 7.2 | Using the Multiple Swimlane Levels Feature - Overview]] 12.0.3-72
 +
|}
 +
</center>
  
<center>[[File:P52-21_1_5-(2)-06052015.png]]</center>
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The articles in the tables of links below provide detailed information on '''creating and editing rows and multiple swimlane levels''' for OnePager:
  
:c) '''Baseline Properties'''.  Clicking this button will display the '''Set baseline properties''' form which controls the '''shape, fill, and color''' of baseline bars, the '''connecting line properties''', and how the '''baseline dates''' will be displays.  This form differs from its corresponding '''Set baseline properties''' form for tasks in that milestone symbols are shown as '''Shapes''' with '''Fills.'''  All other controls are the same.
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<center>
  
:d) '''Date Label Properties…'''.  This button, when selected, will display the '''Set date label properties''' form for milestones shown below which allows you to control the properties of the '''date label''' for a milestone. There is only '''one date''' to controls for a milestone.  You can control the '''date label’s font properties''', the''' position''' and display of the '''milestone's date''', the format of the '''date label''', how to '''separate the date''' from the '''milestone symbol’s label text'''.
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===Creating, Formatting, and Editing Rows and Swimlanes with the Chart Properties Form===
 +
</center>
  
<center>[[File:P52-21_1_5-(3)-06052015.png]]</center>
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<center>
 +
{| class="wikitable"
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| [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.2 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] 12.01.1-72
 +
|-
 +
| [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.2 | Creating, Formatting, and Sorting Swimlanes Levels]] 12.02.1-72
 +
|-
 +
| [[Creating and Formatting Text Columns for Version 7.2 | Creating and Formatting Text Columns]] 12.03.1-72
 +
|-
 +
| [[Using Microsoft Project Alias Column Names in OnePager Text Column Headings for Version 7.1 | Using Microsoft Project Alias Column Names in OnePager Text Column Headings]] 12.06.1-71
 +
|-
 +
| [[Row and Swimlane Borders for Version 7.2 | Row and Swimlane Borders]] 12.04.1-72
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|-
 +
| [[Automatically Hiding Empty Rows for OnePager for Version 7.1 | Automatically Hiding Empty Rows for OnePager]] 12.05.1-71
 +
|-
 +
| [[Snapshot-Dependent Text Columns for OnePager for Version 7.1 | Snapshot-Dependent Text Columns for OnePager]] 12.4.1-71
 +
|}
 +
</center>
  
:e) '''Deadline Properties…'''.  Clicking this button will display the '''Set deadline properties''' form shown below which controls the '''shape, fill, and position''' of the '''deadline''' symbol with respect to the milestone. The '''Set deadline properties''' form, which is the same for task related '''deadlines''', also allows control over the Microsoft Project '''source plan''' field that controls the symbol '''color''' and the symbol's '''delay color''' of the '''deadline''' decoration associated with the milestone. Additionally, as with '''Baseline Properties''' form described above, the '''Set deadline properties''' form controls '''connecting lines''' for '''deadlines''' and the '''properties of deadline date display'''.
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<center>
  
<center>[[File:P52-21_1_3-(7)-06052015.png]]</center>
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===Manual Editing of Rows and Swimlanes in the Chart Editor===
 +
</center>
  
:f) '''Endpoint Properties…'''.   Given the nature of milestones which are intended to show '''important''' or '''critical''' events, there are no '''endpoints''' associated with milestone symbols.
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<center>
 +
{| class="wikitable"
 +
| [[Resizing the Width of Text Columns and Swimlanes for Version 7.1 | Resizing the Width of Text Columns and Swimlanes]] 12.8.1-71
 +
|-
 +
| [[Moving Rows for Version 7.1 | Moving Rows]] 12.9.1-71
 +
|-
 +
| [[Moving Swimlanes for Version 7.1 | Moving Swimlanes]] 12.10.1-71
 +
|-
 +
| [[Resizing the Height of Rows for Version 7.1 | Resizing the Height of Rows]] 12.11.1-71
 +
|-
 +
| [[Resizing the Height of Swimlanes for Version 7.1 | Resizing the Height of Swimlanes]] 12.12.1-71
 +
|-
 +
| [[Manually Hiding and Unhiding Swimlane Levels for Version 7.1 | Manually Hiding and Unhiding Swimlane Levels]] 12.5.1-71
 +
|}
 +
</center>
  
:g) '''Critical Path Properties'''.  Due to the size constraints of the milestone symbols available, OnePager does not provide a means for displaying '''critical path''' bars.
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<center>
 +
===Editing Rows and Swimlanes Using Right-Click Context Menu Commands===
 +
</center>
  
==Conditional Formatting==
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<center>
 +
{| class="wikitable"
 +
| [[Editing Text Columns or Swimlane Labels for Version 7.1 | Editing Text Columns or Swimlane Labels]] 12.3.1-71
 +
|-
 +
| [[Hiding and Unhiding Rows and Swimlanes for Version 7.1 | Hiding and Unhiding Rows and Swimlanes]] 12.13.1-71
 +
|-
 +
| [[Adding a Row or Swimlane for Version 7.1 | Adding a Row or Swimlane]] 12.16.1-71
 +
|-
 +
| [[Splitting Swimlanes for Version 7.1 | Splitting Swimlanes]] 12.17.1-71
 +
|-
 +
| [[Grouping Rows into Swimlanes for Version 7.1 | Grouping Rows into Swimlanes]] 12.18.1-71
 +
|-
 +
| [[Adding a Row to a Swimlane for Version 7.1 | Adding a Row to a Swimlane]] 12.19.1-71
 +
|-
 +
| [[Making Each Row into a Swimlane for Version 7.1 | Making Each Row into a Swimlane]] 12.20.1-71
 +
|-
 +
| [[Merging Swimlanes for Version 7.1 | Merging Swimlanes]] 12.21.1-71
 +
|-
 +
| [[Editing Row Properties for Version 7.1 | Editing Row Properties]] 12.22.1-71
 +
|-
 +
| [[Editing Swimlane Properties for Version 7.1 | Editing Swimlane Properties]] 12.23.1-71
 +
|-
 +
|}
 +
</center>
  
3) '''Conditional Formatting'''.  This control group has one button, the '''Manage Rules…''' button. Clicking this button displays the '''Conditional Formatting Rules''' form shown below which permits you to '''define, change, and copy''' rules governing the display of task bars based on data imported from your Microsoft Project '''source plan'''.  There are two ways to get to the same '''Conditional Formatting Rules''' form:
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<center>
 +
===Zebra Striping Rows and Swimlanes===
 +
</center>
  
:(1) via the '''Task Bar''' tab or
+
<center>
 +
{| class="wikitable"
 +
| [[Zebra Striping for Rows and Swimlanes for OnePager for Version 7.1 | Zebra Striping for Rows and Swimlanes for OnePager]] 12.24.1-71
 +
|}
 +
</center>
  
:(2) via the '''Milestones''' tab. 
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==Related Links==
  
:Complete details on how to use '''conditional formatting''' may be found at [[Conditional Formatting for Version 6.0 (Portal) | Conditional Formatting (Portal)]] 11.0.1-60.
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[[Getting Started with Version 7.2 (Portal) | Getting Started (Portal)]] 3.0.0-72
  
==Related Links to Milestone Decorations==
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[[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] 4.0.1.5-72
  
[[Labeling Task/Milestone Dates  for Version 6.0 (OnePager Pro) | Labeling Task/Milestone Dates  for OnePager Pro]] 10.1.1-60
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[[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-71
  
[[Percent complete for Version 6.0 (OnePager Pro) | Percent complete for OnePager Pro]] 10.3.1-60
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[[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
  
[[Baselines for Version 6.0 (OnePager Pro) | Baselines for OnePager Pro]] 11.5.1-60
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(12.0.1-72)
  
[[Deadlines for Version 6.0 (OnePager Pro) | Deadlines for OnePager Pro]] 10.9.1-60
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[[Category:Version 7.2]]
 
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[[Category:Charts]]
[[Order of Tasks/Milestones Decorations]]  
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[[Category:Template Properties Form]]
 
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[[Category:Chart Properties Form]]
(21.5.1-60)
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[[Category:Ribbon]]
 
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[[Category:Editing a Chart]]
[[Category:Version 6.0]]
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[[Category:OnePager - Tool Bar]]
[[Category:Editing a Project View]]
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[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
[[Category:Task/Milestone Decorations]]
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[[Category:Rows and Swimlanes]]
[[Category:Percent Complete]]
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[[Category:Multiple Swimlane Levels]]
[[Category:Critical Path]]
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[[Category:Baselines]]
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[[Category:Labels]]
 
[[Category:Labels]]
[[Category:Deadlines]]
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[[Category:Text Columns]]
[[Category:Endpoints]]
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[[Category:Conditional Formatting]]
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[[Category:Color Palettes]]
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[[Category:Ribbon]]
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[[Category:Snapshots]]
 
[[Category:Snapshots]]
[[Category:Project Views]]
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[[Category:Snapshot Dependent/Independent]]
[[Category:Templates]]
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[[Category:Row Stripes]]
[[Category:Project-View Properties Form]]
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[[Category:Swimlane Stripes]]
 +
[[Category:Mavericks]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 +
[[Category:OnePager Express]]
 +
[[Category:OnePager Bundle]]

Revision as of 14:50, 23 May 2022

Introduction to Creating and Editing Rows and Swimlanes in OnePager

This article series describes OnePager’s Creating and Editing for Rows and Swimlanes features. Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.

About Creating and Editing Rows and Swimlanes

Rows and swimlanes are a feature of OnePager that help you to group, collect, and sort project tasks and milestones dynamically based on your underlying project data. These articles cover how to create rows and swimlanes in your charts and perform manual edits on the properties of rows and swimlanes. The articles in this series provide overview and detailed instructions on how to use the new OnePager Multiple Swimlanes Levels Feature.

Most row and swimlane editing is done globally, so you should also read the Editing with the Chart Properties form (Portal) 21.0.1-71 articles to familiarize yourself with some of the more common row and swimlane features.

Manual editing of row and swimlane properties is done in the Chart Editor using the capabilities documented in the link sub-section.

Creating a Chart with Rows and Swimlanes

All editions of OnePager are distributed with a number of Templates Properties forms that can be used to create various chart looks. Many of these Templates Properties forms already have swimlanes defined.

See the article at: Managing Templates (Portal) 24.0.1-71 for more information.

Our recommendation for first time users of OnePager is to create your first chart with the format specified by the current Template Properties form. Once the chart is created, you have the capability to make edits including designating which source plan column/field should be used to control the creation of rows and swimlanes. For the purpose of this article series, we assume that you have created a chart without any visible rows or swimlanes and that you desire to organize your chart into swimlanes and provide at least one text column per row in the chart to display source plan information.

Please review the Getting Started article series which cover all source plan types at: Getting Started (Portal) 3.0.0-72 to see the creation of a chart with a swimlane.

For a quick overview of OnePager's rows and swimlanes feature, please see the article at: Using Rows and Swimlanes 4.0.1.5-72

Links to Detailed Articles on Creating and Editing Rows and Swimlanes

Add editions of OnePager support the multiple swimlane levels feature. A Gantt chart with multiple swimlane levels and multiple text columns is shown here:

P70-12 0 1-(1)-06092020.png

In the illustration above, the first three columns in the chart are the three multiple swimlane levels and the two columns to their right are two text columns. Timeline layout charts where multiple source plan tasks are placed in a single chart row can also have multiple swimlane levels and text columns. A description of this new feature and an overview of its operations and controls are provided in the first two articles at the links below. Our recommendation for new OnePager users is that you read the two articles in the table of links below to become familiar with the multiple swimlane levels concepts and the forms and controls available before using multiple swimlane levels to construct new charts. Experienced OnePager users are advised to review the first article and familiarize yourselves with the new organization and layout of the enhanced forms and controls contained in the second article below:

Overview and Summary Articles

The articles listed in the tables below describe OnePager’s Multiple Swimlane Level feature. Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.

About OnePager's Rows and Swimlanes 12.0.2-72
Using the Multiple Swimlane Levels Feature - Overview 12.0.3-72

The articles in the tables of links below provide detailed information on creating and editing rows and multiple swimlane levels for OnePager:

Creating, Formatting, and Editing Rows and Swimlanes with the Chart Properties Form

Collecting, Formatting, and Sorting Task/Milestones into Rows 12.01.1-72
Creating, Formatting, and Sorting Swimlanes Levels 12.02.1-72
Creating and Formatting Text Columns 12.03.1-72
Using Microsoft Project Alias Column Names in OnePager Text Column Headings 12.06.1-71
Row and Swimlane Borders 12.04.1-72
Automatically Hiding Empty Rows for OnePager 12.05.1-71
Snapshot-Dependent Text Columns for OnePager 12.4.1-71

Manual Editing of Rows and Swimlanes in the Chart Editor

Resizing the Width of Text Columns and Swimlanes 12.8.1-71
Moving Rows 12.9.1-71
Moving Swimlanes 12.10.1-71
Resizing the Height of Rows 12.11.1-71
Resizing the Height of Swimlanes 12.12.1-71
Manually Hiding and Unhiding Swimlane Levels 12.5.1-71

Editing Rows and Swimlanes Using Right-Click Context Menu Commands

Editing Text Columns or Swimlane Labels 12.3.1-71
Hiding and Unhiding Rows and Swimlanes 12.13.1-71
Adding a Row or Swimlane 12.16.1-71
Splitting Swimlanes 12.17.1-71
Grouping Rows into Swimlanes 12.18.1-71
Adding a Row to a Swimlane 12.19.1-71
Making Each Row into a Swimlane 12.20.1-71
Merging Swimlanes 12.21.1-71
Editing Row Properties 12.22.1-71
Editing Swimlane Properties 12.23.1-71

Zebra Striping Rows and Swimlanes

Zebra Striping for Rows and Swimlanes for OnePager 12.24.1-71

Related Links

Getting Started (Portal) 3.0.0-72

Using Rows and Swimlanes 4.0.1.5-72

Editing with the Chart Properties form (Portal) 21.0.1-71

Managing Templates (Portal) 24.0.1-71

(12.0.1-72)