Difference between pages "Modifying Decorations on Tasks/Milestones for OnePager Live Beta 2 (Portal)" and "Templates versus Charts for Version 7.2"

From OnePager Documentation
(Difference between pages)
Jump to: navigation, search
(→‎Using the Project-View Properties Form)
 
(→‎Chart)
 
Line 1: Line 1:
−
==About Decorations==
+
==Overview==
  
−
10.0.1-OPL2 from 10.0.1-60 7/13/2017
+
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.
  
−
Decorations on task/milestones include the following data-driven elements:
+
The concepts described and used in this article apply equally to OnePager Pro, OnePager Express and OnePager Bundle.
  
−
:* '''Date labels'''
+
==Templates==
−
:* '''Percent complete'''
+
−
:* '''Baselines'''
+
−
:* '''Critical path'''
+
−
:* '''Deadlines'''
+
−
:* '''Endpoints'''
+
  
−
'''Task labels''' are not considered a '''Decoration''' for the purpose of this discussion.   The subject of '''task labels''' is covered in this article: [[Manual Editing for OnePager Live Beta 2 (Portal) | Manual Editing]] 9.0.1-OPL2
+
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.
  
−
==Decoration Controls==
+
==Chart==
  
−
Decorations are controlled through the Project-View Properties ('''PVP''') form.  Please see this article for more information: [[Editing with the Project-View Properties form for Version 6.0 (Portal) | Editing with the Project-View Properties form (Portal)]] <!--21.0.1-60-->.
+
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'''.  
  
−
This article overviews instructions on two methods for manually changing decorations for individual tasks/milestones. The two sub-sections below, we’ll briefly cover both methods: 
+
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
  
−
:(1) Using the '''PVP''' form to change '''all''' task/milestone decoration properties, and  
+
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.
  
−
:(2) the '''Format…''' commands available to modify the decoration properties of a '''single''' task/milestone.
+
==The Chart Versus Template Relationship==
  
−
==Using the Project-View Properties Form==
+
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:
  
−
1) Decorations on '''all''' tasks/milestones can be manually changed by using the '''Task Bars''' or '''Milestones''' tabs in the '''PVP''' form.
+
<center>[[File:P71-4_0_1_3-(1)-02082021.png]]</center>
 +
<!--<center>P71-4_0_1_3-(1)-02082021.png</center>-->
  
−
2)  Using these controls you can change the decoration properties of all tasks/milestones in the current project view without changing any of the settings in the current '''Template'''. Doing so will make '''mavericks''' of all tasks/milestones participating in the change.
+
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.
  
−
3)  For convenience we've added a checkbox titled '''Mirror format setting between task bars and milestones''' shown below. When this checkbox is checked, OnePager will automatically make any changes to '''Milestones''' that are made to '''Task Bars''' for all settings where a '''blue dot''' appears to the right of the setting. This checkbox appears in both the '''Task Bar''' tab and the '''Milestone''' tab of the '''PVP''' form and the corresponding tabs of the '''Template Properties''' form.  
+
For more information on '''Template Properties''' forms, please see the articles in this series: [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
  
−
<center>[[File:P60-10_0_1-60-(0A)-02092017.png]]</center>
+
For more information on the management of charts, please see the articles at: [[Managing Chart Data for Version 7.1 | Managing Chart Data (Portal)]] 23.0.1-71
−
<!--<center>P60-10_0_1-60-(0A)-02092017.png</center>-->
+
  
−
4)  The '''Gantt Bar Decorations''' group of the '''PVP''' form is shown below as an example:
+
==Related Links==
  
−
<center>[[File:P60-10_0_1-60-(1)-02092017.png]]</center>
+
[[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
−
<!--<center>P60-10_0_1-60-(1)-02092017.png</center>-->
+
  
−
5) '''Task Bar''' and '''Milestone''' fill colors are always '''mirrored''' regardless of the '''Mirror...''' checkbox being checked on or off.
+
[[Managing Chart Data for Version 7.1 | Managing Chart Data (Portal)]] 23.0.1-71
  
−
6) Instructions for editing specific decorations for OnePager Pro and Express are located at the links shown at the end of this article.
+
[[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
  
−
==Modifying Individual Task/Milestone Decorations==
+
(4.0.1.3-72)
  
−
6) Decorations can be modified for individual tasks and milestones (or selected groups of them) using the '''Change Marker Properties''' form. This form can be accessed two ways:
+
[[Category:Version 7.2]]
−
 
+
[[Category:Getting Started with Version 7.2]]
−
:(1) '''Right-clicking a Task/Milestone'''.  Accessing the '''Change Marker Properties''' form with this method requires you to right-click on the task or milestone.  This action will bring up the available commands in the '''context menu'''.  Then, select the '''Format…''' command to access the '''Change Marker Properties''' form.
+
[[Category:Core Concepts]]
−
 
+
[[Category:Templates]]
−
<center>[[File:P53-10_0_1-53-(2)-03142016.png]]</center>
+
[[Category:Charts]]
−
 
+
[[Category:Templates Versus Charts]]
−
:(2) '''Format button on the OnePager Pro''' '''Home''' Ribbon. The '''Change Marker Properties''' form can also be accessed by clicking the '''Format…''' button after you have selected one or more tasks/milestones to edit.  The '''Format...'''button on the ribbon is shown below:
+
[[Category:Importing]]
−
 
+
−
<center>[[File:P52-10_-(2)-06012015.png]]</center>
+
−
 
+
−
==Links to Detailed Decoration Editing Articles==
+
−
 
+
−
Use the links below to access more information on editing task/milestone decorations:
+
−
 
+
−
{| class="wikitable"
+
−
| [[Labeling Task/Milestone Dates  for OnePager Live Beta 2 (MS Project Source) | Labeling Task/Milestone Dates  for MS Project Source]] 10.1.1-OPL2
+
−
| [[Labeling Task/Milestone Dates  for OnePager Live Beta 2 (MS Excel Source) | Labeling Task/Milestone Dates  for MS Excel Source]] 10.2.1-OPL2
+
−
|-
+
−
| [[Percent complete for OnePager Live Beta 2 (MS Project Source) | Percent complete for MS Project Source]] 10.3.1-OPL2
+
−
| [[Percent complete for OnePager Live Beta 2 (MS Excel Source) | Percent complete for MS Excel Source]] 10.4.1-OPL2
+
−
|-
+
−
| [[Baselines for OnePager Live Beta 2 (MS Project Source) | Baselines for MS Project Source]] 10.5.1-OPL2
+
−
| [[Baselines for OnePager Live Beta 2 (MS Excel Source) | Baselines for MS Excel Source]] 10.6.1-OPL2
+
−
|-
+
−
| [[Critical path for OnePager Live Beta 2 (MS Project Source) | Critical path for MS Project Source]] 10.7.1-OPL2
+
−
| [[Critical Path for Imports from Microsoft Excel for OnePager Live Beta 2 | Critical Path for Imports from Microsoft Excel for OnePager Live]] 10.8.1-OPL2
+
−
|-
+
−
| [[Deadlines for OnePager Live Beta 2 (MS Project Source) | Deadlines for MS Project Source]] 10.9.1-OPL2
+
−
| [[Deadlines for OnePager Live Beta 2 (MS Excel Source) | Deadlines for MS Excel Source]] 10.10.1-OPL2
+
−
|-
+
−
| [[Endpoints for OnePager Live Beta 2 (MS Project Source) | Endpoints for MS Project Source]] 10.11.1-OPL2
+
−
| [[Endpoints for OnePager Live Beta 2 (MS Excel Source) | Endpoints for MS Excel Source]] 10.12.1-OPL2
+
−
|-
+
−
| [[Order of Tasks/Milestones Decorations for OnePager Live Beta 2 | Order of Tasks/Milestones Decorations]]  10.13.1-OPL2
+
−
|}
+
−
 
+
−
==Related Link==
+
−
 
+
−
[[Editing with the Project-View Properties form for Version 6.0 (Portal) | Editing with the Project-View Properties form (Portal)]] <!--21.0.1-60-->
+
−
 
+
−
(10.0.1-OPL2)
+
−
 
+
−
[[Category:OnePager Live]]
+
−
[[Category:Project Views]]
+
−
[[Category:Project-View Properties Form]]
+
−
[[Category:Editing a Project View]]
+
−
[[Category:Task/Milestone Editing]]
+
−
[[Category:Task/Milestone Decorations]]
+
−
[[Category:Labels]]
+
−
[[Category:Percent Complete]]
+
−
[[Category:Critical Path]]
+
−
[[Category:Deadlines]]
+
−
[[Category:Endpoints]]
+
−
[[Category:Mavericks]]
+
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
−
[[Category:MS Excel]]
+
[[Category:OnePager Express]]
 +
[[Category:OnePager Bundle]]

Revision as of 14:37, 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) 24.0.1-71

For more information on the management of charts, please see the articles at: Managing Chart Data (Portal) 23.0.1-71

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)

Retrieved from "https://wiki.onepager.com/wiki/index.php?title=Modifying_Decorations_on_Tasks/Milestones_for_OnePager_Live_Beta_2_(Portal)&oldid=45747"