Difference between pages "Milestones Tab for Version 7.0 (OnePager Pro)" and "Resizing the Height of Swimlanes for Version 7.2"

From OnePager Documentation
(Difference between pages)
Jump to: navigation, search
 
(Important!)
 
Line 1: Line 1:
==About the Milestones Tab for OnePager Pro==
+
==Overview==
  
1) This tab page, shown below, lets you control the '''style and decoration''' of milestone symbols.  
+
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.
  
2) Additionally, within this tab are the controls for creating and managing '''conditional formatting rules'''.
+
Under most circumstances the '''height of a swimlane''' is determined by the combined '''height of rows''' that are members of the '''swimlane'''.  Additionally, where there are '''multiple swimlane levels''' represented in the chart, an increase or decrease in a '''member row’s height''' increases or decreases the '''height of swimlanes''' in which the '''edited row''' is a member.  There are no '''global '''controls in OnePager either in the '''Template Properties '''or '''Chart Properties '''forms for specifically '''resizing the height of swimlanes'''.
  
<center>[[File:P70-21_5_1-70-(1)-10302019.png]]</center>
+
To manually '''edit swimlane heights''', at least one '''swimlane level '''must be present in the chart so that you can select a '''swimlane''' and manage its '''height''' manually. '''Swimlane heights''' can be manually increased or decreased in the '''Chart Editor''' by using a left-click in the desired '''swimlane level cell '''to select the '''swimlane''' and continue using the mouse in '''double-arrow cursor mode '''to '''drag and drop '''the '''grab boxes '''that accompany the''' swimlane '''selection to the desired '''swimlane height'''.
<center>P70-21_5_1-70-(1)-10302019.png</center>
+
  
===Default Milestone Symbol Styles Control Group===
+
For more information of '''Resizing the Height of Rows''', please see the article at:  [[Resizing the Height of Rows for Version 7.2 | Resizing the Height of Rows]] 12.11.1-72
  
3) Collected in this sub-control group are all the controls associated with defining or changing the properties of '''milestone properties'''.  
+
Please keep in mind that any increases or decreases in '''swimlane heights''' in the chart impacts the '''heights''' of subordinate '''swimlanes''', their '''member rows''', and the chart’s '''height dimension'''.
  
4) These controls include:
+
This article covers how to adjust individual '''swimlane heights '''using available '''editing techniques''' in the '''Chart Editor'''.
  
====Shape====
+
==Swimlane Height Changes When Member Rows Change Height==
  
5) The dropdown menu shows many '''milestone symbols''' available for use as shown here:  
+
As mentioned above, changing a '''row’s''' '''height '''changes the '''height of the swimlane''' in which the '''edited row''' is a member.  As an example, we can start with the chart shown below where there are three '''swimlane levels''' and two '''text columns''':
  
<center>[[File:P70-21_5_1-70-(2)-10302019.png]]</center>
+
<center>[[File:P70-12_11_1-(2)-07102020.png]]</center>
<center>P70-21_5_1-70-(2)-10302019.png</center>
+
<!--<center>P70-12_11_1-(2)-07102020.png</center>-->
  
====Fill====
+
To continue the example, we can select a '''row''' that is a member of all three '''swimlane levels''' in preparation for increasing that selected '''row’s height''' shown here:
  
6) This dropdown menu shows the five (5) available '''milestone symbol fill patterns''' or '''texture''' options as shown below:
+
<center>[[File:P70-12_12_1-(1)-07142020.png]]</center>
 +
<!--<center>P70-12_12_1-(1)-07142020.png</center>-->
  
<center>[[File:P70-21_5_1-70-(3)-10302019.png]]</center>
+
Using the top '''grab box '''on the selected '''row '''and '''dragging''' the mouse upward, the '''row’s height''' is increased as well as the '''heights''' of the '''swimlanes '''in which the selected '''row''' is a member as shown below:
<center>P70-21_5_1-70-(3)-10302019.png</center>
+
  
====Milestone Height====
+
<center>[[File:P70-12_12_1-(2)-07142020.png]]</center>
 +
<!--<center>P70-12_12_1-(2)-07142020.png</center>-->
  
7) These two (2) radio buttons and their associated value windows allow you to set the '''milestone height''' as an absolute quantity ('''inches or centimeters''') or as a '''percentage of the row height''', which is shown in parentheses for reference as shown here:
+
Comparing the two illustrations above, there are a few things to observe:
  
<center>[[File:P70-21_5_1-70-(4)-10302019.png]]</center>
+
:1) Significantly increasing the selected '''row’s height''' increased the '''Left#3 swimlane (Subcontractor A) height'''.  
<center>P70-21_5_1-70-(4)-10302019.png</center>
+
  
8) The values shown in the illustration above are the '''default settings''' established in most OnePager distributed '''Template''' forms.
+
:2) The '''Left#2 swimlane (Integration & Testing) height '''also increased because the selected '''row '''and the '''Left#3 swimlane '''in which the selected '''row''' is a member increased in '''swimlane height''' as well.
  
====Border Controls====
+
:3) Because the '''Left#2 swimlane level (Integration & Testing) '''is a member of the '''Left#1 swimlane level (Phase III)''', that '''highest level swimlane '''also increased its''' height'''.
  
9) In the upper right corner of the form, there are three (3) controls that allow you change (1) the '''color''' of '''milestone symbol border''', (2) the '''width of the border''' and (3) the '''border’s style''' as shown below with the '''Border Color''' dropdown clicked to access the standard '''Color Chooser''' form:
+
:4) Finally, note that '''the height dimension''' of the chart is increased by the amount of increase of the selected '''row'''.
  
<center>[[File:P70-21_5_1-70-(5)-10302019.png]]</center>
+
The example given above illustrates how '''swimlane levels''' are increased in '''height '''and also illustrates how increasing a selected '''row''' or '''row’s height''' can impact on the chart visually. When there are fewer '''swimlane levels''' visible in the chart, the impact on the entire chart by increasing '''row height '''is lessened.
<center>P70-21_5_1-70-(5)-10302019.png</center>
+
  
10) Further, you have the capability to establish the '''border color''' to be the same as the '''milestone symbol fill color''' which effectively makes the '''milestone symbol border''' disappear.
+
==Resizing the Height of Swimlanes==
  
11) Clicking the dropdown button on the '''Border Color''' control accesses the standard '''Color Chooser''' form as shown in the above illustration.
+
===Important!===
  
12) The '''Border Width''' control allows you to set the value window for the '''width''' of the '''milestone symbol's border''' in inches or centimeters depending on the '''Template''' form being used.
+
Selection of multiple '''swimlane level cells''' using the '''CTL+Left-Click '''or the '''SHIFT+Left-Click '''methods is restricted to the '''same swimlane level'''.  That is, you may only use these selection methods to select '''multiple swimlanes''' in the '''same swimlane level'''.  OnePager Pro and Express Version 7.0 and later ignore any attempt to select a '''swimlane level cell''' in a '''swimlane level''' other than in the '''first swimlane level '''selected.
  
13) There are five (5) '''Border Styles''' to select from with the '''default style''' set at '''Solid''' as shown below:
+
====CTL+Left-Click Selection of Multiple Individual Swimlane Level Cells====
  
<center>[[File:P70-21_5_1-70-(6)-10302019.png]]</center>
+
To select '''multiple swimlane level cells''' in the same '''swimlane level''' using the '''CTL+Left-Click '''method, initially select the '''first swimlane level cell''' without holding the '''CTL Key down'''.   Then, holding the '''CTL Key down''', select the '''second and following swimlane level cells''' until all desired '''swimlane level cells''' are selected.
<center>P70-21_5_1-70-(6)-10302019.png</center>
+
  
====Task Bar/Milestone Fill Color====
+
====SHIFT+Left-Click Selection of Multiple Sequential Swimlane Level Cells====
  
14) The '''Task Bar/Milestone Fill Color''' sub-control group provides two options for assigning initial '''colors''' to milestone symbols and is shown below:
+
To select a sequence of '''swimlane level cells''' in the '''same swimlane''' using the '''SHIFT+Left-Click '''method, go to the '''first swimlane level cell''' in the sequence, hold the '''SHIFT Key '''down, and left-click to select this '''swimlane level cell'''.  Next, go to the last '''swimlane level cell''' in the sequence with the '''SHIFT Key still held down''' and left-click this last '''swimlane cell''' in the sequence.  As a result, all the '''swimlane level cells''' from the first in the sequence to the last are selected.
  
<center>[[File:P70-21_5_1-70-(7)-10302019.png]]</center>
+
For more information on '''Selection Method for Multiple Swimlanes''', please see this section at:  [[About OnePager's Rows and Swimlanes for Version 7.2#Selection Methods Available for Multiple Swimlane Levels | Selection Methods Available for Multiple Swimlane Levels]] 12.0.2-72
<center>P70-21_5_1-70-(7)-10302019.png</center>
+
  
15) You can specify a '''single color''' for '''all milestone symbols''' via the standard '''Color Chooser''' form when the '''Use on color:''' radio button is is checked '''On'''. 
+
===Changing the Height of a Single Selected Swimlane===
  
16) More commonly, clicking the '''Color-code based on''' radio button allows you to select a field from your Microsoft Project '''source plan''' to assign a data driven '''color''' to each milestone symbol. 
+
In the '''Chart Editor''' individual '''swimlanes''' in all visible '''swimlane levels''' can be selected by performing a left-click in the desired '''swimlane level cell''' as shown below:
  
17) The '''data driven color''' assignment is sometimes referred to as '''round-robin color'''.  
+
<center>[[File:P70-12_12_1-(3)-07142020.png]]</center>
 +
<!--<center>P70-12_12_1-(3)-07142020.png</center>-->
  
18) OnePager goes in sequence through the '''color palette''' and assigns a new '''color''' when it finds a new distinct value in the data.
+
Once the desired '''swimlane''' is selected, used the '''grab boxes '''to increase or decrease the '''swimlane height''' using the same method as discussed for changing '''row heights'''.  An example of increasing a selected '''swimlane height''' is provided in the sub-section above.
  
19) 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.
+
Depending on your schedule discussion needs, you can increase or decrease the '''swimlane height''' of any '''swimlane level''' visible in the chart using the above method as illustrated here for increasing the '''swimlane height''' of a '''Left#2 swimlane''':
  
20) Also note that the '''Color-code based on''' selects a single data field that applies to both task bar shapes and milestone symbols as shown here:
+
<center>[[File:P70-12_12_1-(4)-07142020.png]]</center>
 +
<!--<center>P70-12_12_1-(4)-07142020.png</center>-->
  
<center>[[File:P70-21_5_1-70-(8)-10302019.png]]</center>
+
Looking at the illustration above reveals several interesting impacts to the chart:
<center>P70-21_5_1-70-(8)-10302019.png</center>
+
  
21) This is one of the few places where task bar shapes and milestone symbols are constrained to have the '''same default behavior'''.
+
:1) Increasing the '''Left#2 swimlane level’s height''' increases the '''height''' of the subordinate '''Left#3 swimlane levels '''and all its member '''rows'''.
  
====Mirror format settings between milestones and task bars====
+
:2) Because the selected '''Left#2 swimlane level (Integration & Testing) '''is a member of a '''Left#1 swimlane level (Phase III)''' that '''Left #1 swimlane level (Phase III) '''is increased in '''height'''.
  
22) This single checkbox sub-control is used so that you have the option to simply apply any '''property edits''' you make to milestone symbols to task bar shapes without having to go to the '''Task Bars''' tab of the '''Chart Properties''' form.
+
:3) As a result of the overall increase in '''swimlane level heights''', the '''height dimension''' of the chart is increased as shown in the '''Chart Properties '''form’s '''Page Layout '''tab’s '''Document Setup''' control group’s '''Document height dial value window''' below:
  
23) When this checkbox is checked '''On''', OnePager automatically makes any changes to '''Task Bar properties''' that are made to '''Milestone properties''' for all settings where a '''blue dot''' appears to the right of the setting as in the illustration below where the checkbox is checked '''On''':
+
<center>[[File:P70-12_12_1-(5)-07142020.png]]</center>
 +
<!--<center>P70-12_12_1-(5)-07142020.png</center>-->
  
<center>[[File:P70-21_5_1-70-(9)-10302019.png]]</center>
+
The examples provided in this sub-section illustrates that it is possible to select any '''swimlane level cell''' and its '''swimlane''' and use the '''grab boxes''' provided to increase or decrease the '''swimlane height'''. If, as an alternative, you use the '''double-left-click''' to select '''a specific swimlane level cell''', the action does not select the entire '''swimlane''' and it is not possible (using this selection method) to adjust the '''swimlane level’s height '''as shown below:
<center>P70-21_5_1-70-(9)-10302019.png</center>
+
  
===Milestone Symbol Decorations Control Group===
+
<center>[[File:P70-12_12_1-(6)-07142020.png]]</center>
 +
<!--<center>P70-12_12_1-(6)-07142020.png</center>-->
  
24) There are '''five (5) decorations''' for Milestone symbols.
+
'''Multiple swimlane levels''' can be '''edited''' with respect to '''swimlane height''' using either of the '''multiple swimlane''' selection methods described in the above sub-section.
  
25) Each can be turned '''On''' by checking the associated checkbox to the left of the control's label as shown here:
+
===Changing the Height of Several Selected Swimlanes in the Same Level===
  
<center>[[File:P70-21_5_1-70-(10)-10302019.png]]</center>
+
As an example, if we use the '''CTL+Left-Click '''method to select three '''swimlanes''' in the same '''Left#3 swimlane level''', the resulting selection looks like this:
<center>P70-21_5_1-70-(10)-10302019.png</center>
+
  
26) Each of these '''decoration’s''' controls can be accessed by clicking the adjacent button as shown in the illustration above.  
+
<center>[[File:P70-12_12_1-(7)-07142020.png]]</center>
 +
<!--<center>P70-12_12_1-(7)-07142020.png</center>-->
  
27) When any of the '''five (5) decoration''' buttons are clicked, OnePager accesses a form with specific controls to '''manage the decorations''' for that '''decoration type'''.
+
To increase the '''height''' of all three '''swimlanes''', move the cursor to one of the '''top grab boxes '''until the cursor becomes the '''double-arrow''' shape as shown here:
  
28) What follows is a description of each of the '''specific control forms''' associated with each of the '''five (5) decoration types''':
+
<center>[[File:P70-12_12_1-(8)-07142020.png]]</center>
 +
<!--<center>P70-12_12_1-(8)-07142020.png</center>-->
  
====Milestone Label Properties...==== 
+
With the '''double-arrow''' cursor showing (mouse left-click button held down), move the mouse upward to the desired '''swimlane height''' and release the mouse left-click button as shown below:
  
29) Clicking this button accesses the '''Set Label Properties''' form shown below wherein the '''source plan''' field name for the milestone symbol''', '''milestone symbol label font properties''', '''label positions''', and '''label text collision avoidance''' controls can be set as shown here:
+
<center>[[File:P70-12_12_1-(9)-07142020.png]]</center>
 +
<!--<center>P70-12_12_1-(9)-07142020.png</center>-->
  
<center>[[File:P70-21_5_1-70-(11)-10302019.png]]</center>
+
At the end of the operation, all three selected '''swimlanes''' have their respective '''heights''' increased by the same amount and their member '''rows''' are increased in '''height'''.
<center>P70-21_5_1-70-(11)-10302019.png</center>
+
  
=====Milestone Symbol Name Field Selection=====
+
===Changing the Height of Sequentially Selected Swimlanes in the Same Level===
  
30) The '''Set Label Properties''' form's '''Label field''' dropdown as shown below allows you to access the full list of '''source plan''' field names '''imported''' by OnePager and '''select''' from the dropdown the field name OnePager uses to provide a visible '''milestone symbol label''' into the chart for each visible task/milestone shape:
+
As another example, if we use the '''SHIFT+Left-Click '''method to select four''' consecutive''' '''swimlanes''' in the same '''Left#3 swimlane level''', the resulting selection looks like this:
  
<center>[[File:P70-21_3_1-70-(12)-10292019.png]]</center>
+
<center>[[File:P70-12_12_1-(10)-07142020.png]]</center>
<center>P70-21_3_1-70-(12)-10292019.png</center> <!--same as for task bars-->
+
<!--<center>P70-12_12_1-(10)-07142020.png</center>-->
  
=====Milestone Symbol Label Font Properties=====
+
As shown in the previous example above, to increase the '''height''' of all four '''swimlanes''', move the cursor to one of the '''top grab boxes '''until the cursor becomes the '''double-arrow''' shape as shown here:
  
31) Clicking the '''Label font''' dropdown button accesses the standard '''Font properties''' form as shown below:
+
<center>[[File:P70-12_12_1-(11)-07142020.png]]</center>
 +
<!--<center>P70-12_12_1-(11)-07142020.png</center>-->
  
<center>[[File:P70-21_3_1-70-(13)-10292019.png]]</center>
+
With the '''double-arrow''' cursor showing (mouse left-click button held down), move the mouse upward to the desired '''swimlane height''' and release the mouse left-click button as shown here:
<center>P70-21_3_1-70-(13)-10292019.png</center> <!--same as for task bars-->
+
  
32) The standard '''Font properties''' form allows you to set the '''Label text's''' '''font type''', '''color''' using the standard '''Color Chooser''' form, the '''font size''' in pixels, and the '''Bold -''' ''Italics'' '''- [[Underline]]''' settings.
+
<center>[[File:P70-12_12_1-(12)-07142020.png]]</center>
 +
<!--<center>P70-12_12_1-(12)-07142020.png</center>-->
  
=====Milestone Symbol Label Position=====
+
==Resizing Swimlanes by Resizing the Chart’s Document Height==
  
33) The '''default milestone symbol label position''' is '''Best fit all directions''' as shown in the illustration below along with the other nine (9) available standard positions :
+
All '''swimlane levels''' and their member '''rows '''can be increased or decreased in height by resizing the entire chart.  Recall that the '''Template Properties''' and '''Chart Properties '''form’s '''Page Layout '''tab’s '''Documentation Setup '''control group has a control for setting '''Document height '''as shown below in its '''default setting''':
  
<center>[[File:P70-21_3_1-70-(14)-10292019.png]]</center>
+
<center>[[File:P70-12_12_1-(13)-07152020.png]]</center>
<center>P70-21_3_1-70-(14)-10292019.png</center> <!--same as for task bars-->
+
<!--<center>P70-12_12_1-(13)-07152020.png</center>-->
  
34) The '''default''' setting of '''Best fit all directions''' gives OnePager the flexibility to establish '''Task/Milestone shape label positions''' that do not '''collide''' with other graphics in the chart.
+
If it is necessary to increase all row and swimlane height in the chart, this can be done by increasing the value in the '''Document height dial value control''' after clicking the '''Document height '''radio button '''ON'''.
  
35) One Pager's '''Text Label Collision Avoidance feature''', discussed in brief next, provides you with a set of rules you can employ to tell OnePager how to position '''task/milestone text labels''' in the chart.
+
For the purpose of this example, if we change the '''Document height dial value control '''from its '''default value ''' of '''8.6 '''to '''12.0''', the resulting chart looks like this:
  
=====Smart Labeling Settings=====
+
<center>[[File:P70-12_12_1-(14)-07152020.png]]</center>
 +
<!--<center>P70-12_12_1-(14)-07152020.png</center>-->
  
36) As mentioned, OnePager has a '''Smart Labeling''' or '''Text Label Collision Avoidance feature''' that attempts to avoid '''cluttered text labels''' appearing in the '''graph''' or at least to minimize the occurrences.
+
Comparing the two chart illustrations above, after the '''Document height '''increase, the resulting chart has increased '''row heights''', increased '''swimlane heights''', and the chart’s '''height dimension '''is increased to '''12.0'''.  Because the chart’s '''height dimension''' is changed, the charts appearance in '''output media''' is changed as well and some adjustments may be required.
  
37) The controls available to you are shown below:
+
==Related Links==
  
<center>[[File:P70-21_3_1-70-(15)-10292019.png]]</center>
+
[[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
<center>P70-21_3_1-70-(15)-10292019.png</center> <!--same as for task bars-->
+
  
38) The '''Enable smart labeling for task/milestone labeling''' checkbox '''enables''' the '''Smart Labeling''' controls when the checkbox is checked '''On''' and '''disables''' the controls when the checkbox is checked '''Off'''.
+
[[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-72
  
39) There are four (4) algorithm types available for you to '''enable/disable''', set a specific parameter, and establish an '''algorithm priority''' among the set of four.
+
[[About OnePager's Rows and Swimlanes for Version 7.2 | About OnePager's Rows and Swimlanes]] 12.0.2-72
  
40) The '''Wrap text up to (value) lines algorithm''' tells OnePager, depending on the '''priority''' established, to take the '''text label string''' and wrap it into a maximum of lines up to the value set in the parameter.
+
[[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.2 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] 12.01.1-72
  
41) The '''Stair steps up to (value) levels algorithm''' tells OnePager, again depending on the '''priority''' establishes, to create a '''Comment box''' like structure that connects to the task/milestone shape that holds the '''text label string'''.
+
[[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.2 | Creating, Formatting, and Sorting Swimlanes Levels]] 12.02.1-72
  
42) The '''Truncate text to (value) characters algorithm''' tells OnePager to chop off an excessively long '''text label string''' up to and including the '''value number of characters''' and replace the '''truncated text label charters''' with the '''...''' character so the modified '''text label string''' fits in the selected position.
+
[[Creating and Formatting Text Columns for Version 7.2 | Creating and Formatting Text Columns]] 12.03.1-72
  
43) The '''Shrink font by up to (value) percent algorithm''' tell OnePager to reduce the '''text label string's''' '''font size''' up to the '''percentage''' specified in the value window until the reduced '''font size text label string''' fits in the selected position.
+
[[Row and Swimlane Borders for Version 7.2 | Row and Swimlane Borders]] 12.04.1-72
  
44) For more information on the '''Smart Labeling/Text Label Collision Avoidance''' feature, please see the article at:  [[Resolving Task/Milestone Text Label Collisions for Version 7.0 (Portal) | Resolving Task/Milestone Text Label Collisions (Portal)]] 9.7.1-70  '''NEW TBD'''
+
[[Editing Text Columns or Swimlane Labels for Version 7.2 | Editing Text Columns or Swimlane Labels]] 12.3.1-72
  
45) For more information on '''text labeling''', please see the article at: [[Labeling Task/Milestone Shapes for OnePager Pro for Version 7.0 | Labeling Task/Milestone Shapes for OnePager Pro]] 10.15.1.-70
+
[[Resizing the Height of Rows for Version 7.2 | Resizing the Height of Rows]] 12.11.1-72
  
====%Complete Properties====
+
[[Editing Row Properties for Version 7.2 | Editing Row Properties]] 12.22.1-72
  
46) Clicking this button displays the '''Set percent-complete properties''' form shown below which controls the display characteristics of the '''%Complete''' representation.
+
[[Editing Swimlane Properties for Version 7.2 | Editing Swimlane Properties]] 12.23.1-72
  
<center>[[File:P70-21_5_1-70-(16)-10302019.png]]</center>
+
[[Zebra Striping for Rows and Swimlanes for OnePager for Version 7.2 | Zebra Striping for Rows and Swimlanes for OnePager]] 12.24.1-72
<center>P70-21_5_1-70-(16)-10302019.png</center>
+
  
47) The '''Set percent-complete properties''' form allows you to set the source of the '''percent complete field''' from the  '''source plan''', the option to show the '''Milestone symbol''' filled if the '''%Complete''' value is 100%, and several other '''properties'''.
+
[[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
  
48) Unlike '''task bar shapes''', '''milestone symbols''', by convention, are either '''incomplete''' or '''totally complete''' so OnePager provides the option to show the '''Milestone symbol''' without '''color''' if it is '''incomplete''' and fully filled in with '''color''' if the '''Milestone symbol''' is 100% '''complete''' per the '''imported''' data from your '''source plan'''.
+
[[Managing Templates for Version 7.2 (Portal) | Managing Templates (Portal)]] 24.0.1-72
  
49) For more information on the settings in the '''Set percent-complete properties''' form, please see the article at:  [[Percent complete for Version 7.0 (OnePager Pro) | Percent complete for OnePager Pro]] 10.3.1-70
+
(12.12.1-72)
  
====Critical Path Properties====
+
[[Category:Version 7.2]]
 
+
[[Category:Charts]]
50) OnePager Pro does not support displaying '''critical path properties''' for '''Milestone symbols'''.
+
[[Category:Template Properties Form]]
 
+
[[Category:Chart Properties Form]]
51) Only OnePager Pro supports the representation of '''critical path''' in the chart for '''task bar shapes''' only; OnePager Express does not.
+
 
+
52) For more information on the use of the '''Set critical-path properties''' form, please see the article at: [[Critical path for Version 7.0 (OnePager Pro) | Critical path for OnePager Pro]] 10.7.1-70
+
 
+
====Baseline Properties====
+
 
+
53) Clicking the '''Baseline Properties''' button displays the '''Set baseline properties''' form shown below which controls the '''shape, fill, and color''' of baseline bars, '''the connecting line''' properties, and how the '''baseline dates''' are displayed.
+
 
+
<center>[[File:P70-21_5_1-70-(18)-10302019.png]]</center>
+
<center>P70-21_5_1-70-(18)-10302019.png</center>
+
 
+
54) For more information on the function and use of the controls in the '''Set baseline properties''' form, please see the article at:  [[Baselines for Version 7.0 (OnePager Pro) | Baselines for OnePager Pro]] 10.5.1-70
+
 
+
====Date Label Properties...====
+
 
+
55) Clicking the '''Date Label Properties...''' button displays the '''Set date label properties''' form shown below which allows you to control the '''properties of the date label'''. 
+
 
+
<center>[[File:P70-21_5_1-70-(19)-10302019.png]]</center>
+
<center>P70-21_5_1-70-(19)-10302019.png</center>
+
 
+
56) You can control the '''date label’s font properties''', the '''position''' and display of the '''milestone symbol date''', the '''format of the date label''', and how to '''separate''' the '''date''' from the '''milestone symbol's label text'''.
+
 
+
57) For more information on the use of the controls in the '''Set date label properties''' form, please see the article at:  [[Labeling Task/Milestone Dates for Version 7.0 (OnePager Pro) | Labeling Task/Milestone Dates for OnePager Pro]] 10.1.1-70
+
 
+
====Deadline Properties...====
+
 
+
58) Clicking '''Deadline Properties''' button displays the '''Set deadline properties''' form shown below which controls for the '''shape, fill, and position''' of the '''deadline''' controls.
+
 
+
<center>[[File:P70-21_5_1-70-(20)-10302019.png]]</center>
+
<center>P70-21_5_1-70-(20)-10302019.png</center>
+
 
+
59) It also lets you set a special '''color''' to denote '''deadlines''' that have '''not''' been met.
+
 
+
60) Additionally, as with the '''Baseline Properties''' form described above, the  '''Set deadline properties''' form controls '''connecting lines''' for '''deadlines''' and the '''properties of deadline date display'''.
+
 
+
61) For more information on the use of the controls in the '''Set deadline properties''' form, please see the article at:  [[Deadlines for Version 7.0 (OnePager Pro) | Deadlines for OnePager Pro]] 10.9.1-70
+
 
+
====Endpoint Properties...====
+
 
+
62) '''Endpoints''' are not supported for OnePager '''Milestone symbols''' since '''milestones''' are a form of '''endpoint''' in themselves.
+
 
+
63) For information on the use of '''endpoints''' in OnePager Pro for '''Task Bar Shapes''', please see the article at:  [[Endpoints for Version 7.0 (OnePager Pro) | Endpoints for OnePager Pro]] 10.11.1-70
+
 
+
===Conditional Formatting Control Group===
+
 
+
64) The '''Conditional Formatting''' control group on the '''Milestones''' tab has one button, the '''Manage Rules…''' button as shown below:
+
 
+
<center>[[File:P70-21_5_1-70-(22)-10302019.png]]</center>
+
<center>P70-21_5_1-70-(22)-10302019.png</center>
+
 
+
65) Clicking this button displays the '''Conditional Formatting Rules''' form shown below which permits you to '''define, change, delete, and copy''' rules governing the display of milestone symbols based on data imported from your Microsoft Project '''source plan'''. 
+
 
+
<center>[[File:P70-21_3_1-70-(23)-10292019.png]]</center>
+
<center>P70-21_3_1-70-(23)-10292019.png</center> <!--same as for task bars-->
+
 
+
66) There are two ways to get to the same '''Conditional Formatting Rules''' form:
+
 
+
:a) Using the '''Chart Properties''' form's '''Task Bar''' tab as shown above.
+
 
+
:b) Using the '''Chart Properties''' form's '''Milestones''' tab where the '''Manage Rules... button is at the bottom of the form. 
+
 
+
67) For more informationon how to use '''Conditional Formatting''' feature and the '''Conditional Formatting Rules''' form, please see the article at: [[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]]. 11.0.1-70
+
 
+
==Related Links==
+
 
+
[[Resolving Task/Milestone Text Label Collisions for Version 7.0 (Portal) | Resolving Task/Milestone Text Label Collisions (Portal)]] 9.7.1-70  NEW TBD
+
 
+
[[Labeling Task/Milestone Dates  for Version 7.0 (OnePager Pro) | Labeling Task/Milestone Dates  for OnePager Pro]] 10.1.1-70
+
 
+
[[Percent complete for Version 7.0 (OnePager Pro) | Percent complete for OnePager Pro]] 10.3.1-70
+
 
+
[[Baselines for Version 7.0 (OnePager Pro) | Baselines for OnePager Pro]] 10.5.1-70
+
 
+
[[Critical path for Version 7.0 (OnePager Pro) | Critical path for OnePager Pro]] 10.7.1-70
+
 
+
[[Deadlines for Version 7.0 (OnePager Pro) | Deadlines for OnePager Pro]] 10.9.1-70
+
 
+
[[Endpoints for Version 7.0 (OnePager Pro) | Endpoints for OnePager Pro]] 10.11.1-70
+
 
+
[[Order of Tasks/Milestones Decorations for Version 7.0 | Order of Tasks/Milestones Decorations]] 10.13.1-70
+
 
+
[[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]]. 11.0.1-70
+
 
+
(21.5.1-70)
+
 
+
[[Category:Version 7.0]]
+
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 +
[[Category:Rows and Swimlanes]]
 +
[[Category:Multiple Swimlane Levels]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
[[Category:Task/Milestone Decorations]]
 
[[Category:Percent Complete]]
 
[[Category:Critical Path]]
 
[[Category:Baselines]]
 
 
[[Category:Labels]]
 
[[Category:Labels]]
[[Category:Deadlines]]
+
[[Category:Text Columns]]
[[Category:Endpoints]]
+
[[Category:Mavericks]]
[[Category:Conditional Formatting]]
+
[[Category:Row Stripes]]
[[Category:Color Palettes]]
+
[[Category:Swimlane Stripes]]
[[Category:Ribbon]]
+
[[Category:Oracle Primavera P6]]
[[Category:Snapshots]]
+
[[Category:Smartsheet]]
[[Category:Charts]]
+
[[Category:Templates]]
+
[[Category:Chart Properties Form]]
+
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 +
[[Category:OnePager Express]]
 +
[[Category:OnePager Bundle]]

Revision as of 16:39, 1 June 2022

Overview

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.

Under most circumstances the height of a swimlane is determined by the combined height of rows that are members of the swimlane. Additionally, where there are multiple swimlane levels represented in the chart, an increase or decrease in a member row’s height increases or decreases the height of swimlanes in which the edited row is a member. There are no global controls in OnePager either in the Template Properties or Chart Properties forms for specifically resizing the height of swimlanes.

To manually edit swimlane heights, at least one swimlane level must be present in the chart so that you can select a swimlane and manage its height manually. Swimlane heights can be manually increased or decreased in the Chart Editor by using a left-click in the desired swimlane level cell to select the swimlane and continue using the mouse in double-arrow cursor mode to drag and drop the grab boxes that accompany the swimlane selection to the desired swimlane height.

For more information of Resizing the Height of Rows, please see the article at: Resizing the Height of Rows 12.11.1-72

Please keep in mind that any increases or decreases in swimlane heights in the chart impacts the heights of subordinate swimlanes, their member rows, and the chart’s height dimension.

This article covers how to adjust individual swimlane heights using available editing techniques in the Chart Editor.

Swimlane Height Changes When Member Rows Change Height

As mentioned above, changing a row’s height changes the height of the swimlane in which the edited row is a member. As an example, we can start with the chart shown below where there are three swimlane levels and two text columns:

P70-12 11 1-(2)-07102020.png

To continue the example, we can select a row that is a member of all three swimlane levels in preparation for increasing that selected row’s height shown here:

P70-12 12 1-(1)-07142020.png

Using the top grab box on the selected row and dragging the mouse upward, the row’s height is increased as well as the heights of the swimlanes in which the selected row is a member as shown below:

P70-12 12 1-(2)-07142020.png

Comparing the two illustrations above, there are a few things to observe:

1) Significantly increasing the selected row’s height increased the Left#3 swimlane (Subcontractor A) height.
2) The Left#2 swimlane (Integration & Testing) height also increased because the selected row and the Left#3 swimlane in which the selected row is a member increased in swimlane height as well.
3) Because the Left#2 swimlane level (Integration & Testing) is a member of the Left#1 swimlane level (Phase III), that highest level swimlane also increased its height.
4) Finally, note that the height dimension of the chart is increased by the amount of increase of the selected row.

The example given above illustrates how swimlane levels are increased in height and also illustrates how increasing a selected row or row’s height can impact on the chart visually. When there are fewer swimlane levels visible in the chart, the impact on the entire chart by increasing row height is lessened.

Resizing the Height of Swimlanes

Important!

Selection of multiple swimlane level cells using the CTL+Left-Click or the SHIFT+Left-Click methods is restricted to the same swimlane level. That is, you may only use these selection methods to select multiple swimlanes in the same swimlane level. OnePager Pro and Express Version 7.0 and later ignore any attempt to select a swimlane level cell in a swimlane level other than in the first swimlane level selected.

CTL+Left-Click Selection of Multiple Individual Swimlane Level Cells

To select multiple swimlane level cells in the same swimlane level using the CTL+Left-Click method, initially select the first swimlane level cell without holding the CTL Key down. Then, holding the CTL Key down, select the second and following swimlane level cells until all desired swimlane level cells are selected.

SHIFT+Left-Click Selection of Multiple Sequential Swimlane Level Cells

To select a sequence of swimlane level cells in the same swimlane using the SHIFT+Left-Click method, go to the first swimlane level cell in the sequence, hold the SHIFT Key down, and left-click to select this swimlane level cell. Next, go to the last swimlane level cell in the sequence with the SHIFT Key still held down and left-click this last swimlane cell in the sequence. As a result, all the swimlane level cells from the first in the sequence to the last are selected.

For more information on Selection Method for Multiple Swimlanes, please see this section at: Selection Methods Available for Multiple Swimlane Levels 12.0.2-72

Changing the Height of a Single Selected Swimlane

In the Chart Editor individual swimlanes in all visible swimlane levels can be selected by performing a left-click in the desired swimlane level cell as shown below:

P70-12 12 1-(3)-07142020.png

Once the desired swimlane is selected, used the grab boxes to increase or decrease the swimlane height using the same method as discussed for changing row heights. An example of increasing a selected swimlane height is provided in the sub-section above.

Depending on your schedule discussion needs, you can increase or decrease the swimlane height of any swimlane level visible in the chart using the above method as illustrated here for increasing the swimlane height of a Left#2 swimlane:

P70-12 12 1-(4)-07142020.png

Looking at the illustration above reveals several interesting impacts to the chart:

1) Increasing the Left#2 swimlane level’s height increases the height of the subordinate Left#3 swimlane levels and all its member rows.
2) Because the selected Left#2 swimlane level (Integration & Testing) is a member of a Left#1 swimlane level (Phase III) that Left #1 swimlane level (Phase III) is increased in height.
3) As a result of the overall increase in swimlane level heights, the height dimension of the chart is increased as shown in the Chart Properties form’s Page Layout tab’s Document Setup control group’s Document height dial value window below:
P70-12 12 1-(5)-07142020.png

The examples provided in this sub-section illustrates that it is possible to select any swimlane level cell and its swimlane and use the grab boxes provided to increase or decrease the swimlane height. If, as an alternative, you use the double-left-click to select a specific swimlane level cell, the action does not select the entire swimlane and it is not possible (using this selection method) to adjust the swimlane level’s height as shown below:

P70-12 12 1-(6)-07142020.png

Multiple swimlane levels can be edited with respect to swimlane height using either of the multiple swimlane selection methods described in the above sub-section.

Changing the Height of Several Selected Swimlanes in the Same Level

As an example, if we use the CTL+Left-Click method to select three swimlanes in the same Left#3 swimlane level, the resulting selection looks like this:

P70-12 12 1-(7)-07142020.png

To increase the height of all three swimlanes, move the cursor to one of the top grab boxes until the cursor becomes the double-arrow shape as shown here:

P70-12 12 1-(8)-07142020.png

With the double-arrow cursor showing (mouse left-click button held down), move the mouse upward to the desired swimlane height and release the mouse left-click button as shown below:

P70-12 12 1-(9)-07142020.png

At the end of the operation, all three selected swimlanes have their respective heights increased by the same amount and their member rows are increased in height.

Changing the Height of Sequentially Selected Swimlanes in the Same Level

As another example, if we use the SHIFT+Left-Click method to select four consecutive swimlanes in the same Left#3 swimlane level, the resulting selection looks like this:

P70-12 12 1-(10)-07142020.png

As shown in the previous example above, to increase the height of all four swimlanes, move the cursor to one of the top grab boxes until the cursor becomes the double-arrow shape as shown here:

P70-12 12 1-(11)-07142020.png

With the double-arrow cursor showing (mouse left-click button held down), move the mouse upward to the desired swimlane height and release the mouse left-click button as shown here:

P70-12 12 1-(12)-07142020.png

Resizing Swimlanes by Resizing the Chart’s Document Height

All swimlane levels and their member rows can be increased or decreased in height by resizing the entire chart. Recall that the Template Properties and Chart Properties form’s Page Layout tab’s Documentation Setup control group has a control for setting Document height as shown below in its default setting:

P70-12 12 1-(13)-07152020.png

If it is necessary to increase all row and swimlane height in the chart, this can be done by increasing the value in the Document height dial value control after clicking the Document height radio button ON.

For the purpose of this example, if we change the Document height dial value control from its default value of 8.6 to 12.0, the resulting chart looks like this:

P70-12 12 1-(14)-07152020.png

Comparing the two chart illustrations above, after the Document height increase, the resulting chart has increased row heights, increased swimlane heights, and the chart’s height dimension is increased to 12.0. Because the chart’s height dimension is changed, the charts appearance in output media is changed as well and some adjustments may be required.

Related Links

Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-72

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

About OnePager's Rows and Swimlanes 12.0.2-72

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

Row and Swimlane Borders 12.04.1-72

Editing Text Columns or Swimlane Labels 12.3.1-72

Resizing the Height of Rows 12.11.1-72

Editing Row Properties 12.22.1-72

Editing Swimlane Properties 12.23.1-72

Zebra Striping for Rows and Swimlanes for OnePager 12.24.1-72

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

Managing Templates (Portal) 24.0.1-72

(12.12.1-72)