Difference between revisions of "Testing Article1"

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==Using Multiple Level Rows and Swimlanes==
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==Overview Flow Chart==
  
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This article introduces you to OnePager’s version 7.0 '''multiple level rows''' and '''swimlane''' management features. Using '''rows''' and '''swimlanes''' is a common way to organize your chart so that task bars and milestone symbols in the '''rows''' can be '''grouped''' together in an organized fashion like a '''work breakdown structure'''.
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<center>[[File:P70-7_1_1-70-(1)-08052019.png]]</center>
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<!--<center>P70-7_1_1-70-(1)-08052019.png</center>-->
  
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===Multiple Swimlane Level Feature===
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==Procedure==
  
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OnePager version 7.0 now supports three (3) '''swimlane levels''' versus the one (1) '''swimlane level''' supported in previous versions.  An example of a chart with three '''swimlane levels''' is shown below:
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===Preparing the Microsoft Project Source Plan===
  
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<center>[[File:P70-0_4-70-(20)-03102020.png]]</center>
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Launch Microsoft Project and access the required Microsoft Project '''source plan'''. Set the '''Flags/Numbers''' field into the Microsoft Project '''source plan'''. This is the '''flag''' that OnePager uses to determine which tasks and milestones to '''import'''.  Determine which of the tasks and milestones are to be included and set the '''Flags/Numbers''' field cell to '''Yes''' for these while leaving the remainder of the task's and milestone's '''Flag''' field set to '''No''', '''0''', or blank.
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<!--<center>P70-0_4-70-(20)-03102020.png</center>-->
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Supporting the new '''multiple swimlane level''' feature is a redesigned '''Template Properties''' and ''' Chart Properties''' form's '''Rows/Swimlanes''' tab as shown below:
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===Launching OnePager Pro Add-In===
  
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<center>[[File:P70-4_0_1_5-70-(0)-04302020.png]]</center>
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Click the '''OnePager''' button on the Microsoft Project '''ADD-INS''' ribbon tool bar tab to launch OnePager Pro at the '''OnePager Pro Start''' form.  
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<!--<center>P70-4_0_1_5-70-(0)-04302020.png</center>-->
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===Schedule Presentation Considerations===
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<center>[[File:P70-7_1_1-70-(2)-08052019.png]]</center>
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<!--<center>P70-7_1_1-70-(2)-08052019.png</center>-->
  
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It is always important to give consideration to your schedule presentation's '''goals and objectives''' and select the chart organization that best meets these.  If you are anticipating using one or more '''swimlane levels''' in a OnePager version 7.0 chart, the organization and structure of the selected '''swimlane levels''' and the information they are to present are key decisions. It may be that no '''swimlane levels''' are need in the chart at all or that just one or two meets your '''goal and objectives'''.  Once the desired chart organization is determined, the steps below are provided as guidelines for creating the most beneficial chart. The steps follow the organization of the '''Template Properties''' form and the '''Chart Properties''' form's '''Rows/Swimlanes''' tab such that you can start establishing your settings in the top control group and work your way through them from top to bottom left to right.
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If you need to adjust settings in the OnePager current '''Template Properties''' form before launching OnePager Pro, click the '''Template...''' button on the Micosoft Project '''ADD-INS''' ribbon tool bar tab accesses a window with the '''Template Properties''' form which can be '''edited''' and '''saved'''.  
  
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==Creating Charts Using Rows and Swimlanes==
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<center>[[File:P70-7_1_1-70-(3)-05042020.png]]</center>
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<!--<center>P70-7_1_1-70-(3)-05042020.png</center>-->
  
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As the '''Rows/Swimlanes''' tab above illustrates, there is a step-wise approach to constructing an informative and useful OnePager Pro or Express chart.  The general methodology is for you to create or modify the chart by making setting determinations based upon the '''goals and objectives''' you intend to meet with your schedule conversation:
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The '''Template Properties''' form is very similar to the OnePager '''Chart Properties''' form which is described elsewhere.  Once the desired '''edits''' to the current '''Template Properties''' form are made, '''save''' the '''Template Properties''' form and return to paragraph 5) above. At the completion of paragraph 5) when you click the '''NEW''' button, OnePager accesses the '''OnePager choices''' ('''OPC''') form as shown below:
  
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:1) Determine carefully how the chart is going to look - '''swimlane levels''', '''text columns''', the '''collection''' of task bars into chart '''rows''', and the '''grouping of rows''' into the chart's '''swimlane levels'''.  
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<center>[[File:P70-7_1_1-70-(4)-08052019.png]]</center>
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:2) Determine how '''source plan''' tasks are going to be '''collected''' and '''sorted''' into chart '''rows'''.  This determination includes determining if only one task bar occupies a chart '''row''' or if multiple task bars occupy a single '''row'''.
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<!--<center>P70-7_1_1-70-(4)-08052019.png</center>-->
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:3) Determine how chart's '''rows''' are going to be '''grouped''' into '''swimlane levels'''.
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:4) Determine how many '''text columns''' are needed to adequately provide  information from the '''source plan''' for the audience without making the chart too busy.
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:5) Determine how '''row and swimlane borders''' are going to be '''formatted'''.
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The five step process suggested above can be iterative as OnePager assists you in these steps because you can always go back to the '''Chart Properties''' form after a chart creation iteration, reassess your settings, and make changes so the chart communicates with respect to your '''goals and objectives'''. The discussion that follows is divided into five (5) sub-sections, one each for the steps listed above.
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It is recommended that the '''chart name''' selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the '''Select Tasks with ‘YES’ in field:''' is showing '''Flag20''' as a default.  Most users select '''Flag20''' to tell OnePager which tasks and milestones to '''import''' but any of the 20 '''Flag''' fields or any of the 20 '''Number''' fields can be used. It is important that the '''Flag''' field number represented in this window correspond to the '''Flag''' field containing the '''Yes''' and '''No''' data placed in the Microsoft Project '''source plan'''.  
  
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===Step 1 - Determine Carefully How the Chart Should Look===
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The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the chart you are about to create. If the '''date created''' by OnePager does not reflect the '''status date''' required, change the '''date''' by using the '''calendar''' dropdown window. As the '''source plan''' changes later on, you can create additional snapshots to show changes consistently.
  
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In majority of schedule presentation situations when you anticipate using '''multiple swimlane levels''', the organization of the '''swimlane levels''' and their associated '''source plan''' fields you are going to use are straight forward. When this is not the case, it is recommended that consideration be given to reviewing the '''goals and objectives''' of the schedule conversation where the chart is used and the information needs of audience members.  Every schedule presentation situation is different so our suggestion is to spend some time in '''Step 1''' to layout how you are going to address the remaining steps. Adding '''swimlane levels''' can make the chart look busy and distract from the intended theme.  Too few '''swimlane levels''' can cloud the message you are trying to communicate. The same logic applies to the determination of how many '''text columns''' to include in the chart.
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Finally, note that the '''Show field mappings''' checkbox is checked '''ON''' as shown above. Checking this checkbox '''ON''' and pressing the '''Next>''' button takes you to the second page of the '''OPC''' form shown below:
  
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Since there are three (3) '''swimlane levels''' available, they appear in the chart from left to right as '''Left#1''', '''Left#2''', and '''Left#3''' as shown in the '''Chart Properties''' form's '''Rows/Swimlanes''' tab above. The '''highest swimlane level''' in a chart is the '''left-most swimlane level''' and successively '''lower swimlane levels''' appear going to the right. This means that you are encouraged to place the '''highest organizational level''' of the chart in the '''left-most swimlane level''' and so on.  It can be useful to think of the '''multiple swimlane levels''' in the context of your project's '''Work Breakdown Structure'''. Doing so avoids repeating '''swimlane level cells''' within a '''lower swimlane level cell''' which can make the chart confusing and distract from it communication value. It is also recommended that you use as few '''swimlane levels''' as possible consistent with your schedule conversation message and the makeup of the audience.
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<center>[[File:P70-7_1_1-70-(5)-08052019.png]]</center>
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<!--<center>P70-7_1_1-70-(5)-08052019.png</center>-->
  
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After making these decisions, OnePager keeps track and provides consistent charts whenever you update your '''source plan''' and create an additional or modified snapshot.
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This form allows you to '''edit''' which Microsoft Project '''source plan''' fields are used for various purposes such as the '''Start''' field and the '''Color by''' field. The '''Edit current template''' button also gives you a second opportunity to '''edit''' many more initial properties of the chart by accessing the current '''Template Properties''' form.  Once these choices are confirmed or '''edited''', click the '''Create new chart''' button and OnePager '''imports''' the '''flagged data''' and creates the chart.
  
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===Step 2 – Collect Source Plan Tasks into OnePager Chart Rows===
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Once the chart is created, you can '''edit''' by right-clicking task bars and milestone symbols and using the context menus commands.  You can also left-click on task bars and milestone symbols and use the '''editing Icons''' on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from '''row to row''' in the chart. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the OnePager '''Home''' ribbon tool bar tab and then '''paste''' the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document.  If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can '''save''' all charts and snapshots after '''editing'''.
  
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'''Collecting source plan''' tasks into '''rows''' in the chart is usually done by selecting the '''Gantt chart layout''' where each chart '''row''' contains one task bar.  You have the option to use the '''Timeline''' layout where multiple task bars occupy one '''row''' in the chart.
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==Related Links==
  
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====Task Layout Sub-Control Group====
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[[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] <!--7.13.1-70 -->
  
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The controls for making these settings are found in the '''Template Properties''' form or '''Chart Properties''' form at the '''Rows/Swimlanes''' tab's '''Rows''' control group's '''Task Layout''' sub-control group shown below:
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[[Creating a NEW Chart via Pull Operation - OnePager Express  for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] <!--7.13.2-70 -->
  
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<center>[[File:P70-4_0_1_5-70-(1)-04302020.png]]</center>
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[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70 -->
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<!--<center>P70-4_0_1_5-70-(1)-04302020.png</center>-->  
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For more information on '''Collecting Tasks into Rows''', please see these articles at:  [[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal) <!--12.0.1-70 and [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows <!--12.01.1-70.
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[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70 -->
  
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====Row Border Formatting...====
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[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70 -->
  
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The '''Row Border Formatting...''' button accesses the '''Row Formatting''' form as shown below:
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[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70 -->
  
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<center>[[File:P70-4_0_1_5-70-(4)-05012020.png]]</center>
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-70 -->
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<!--<center>P70-4_0_1_5-70-(4)-05012020.png</center>-->
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'''Row borders''' can be set at this point.  However, we recommend setting '''row and swimlane level borders''' in '''Step 5''' discussed below. For more information on '''Row borders''', please see the article at: [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders <!--12.04.1-70.
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-70 -->
  
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====Row Sorting Sub-Control Group====
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-70 -->
  
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Once the selection between '''Gantt chart''' and '''Timeline''' layout is made, you have additional controls over how '''rows''' are '''sorted'''. Most OnePager Pro users select the option to '''Sort rows like Project''' to maintain correspondence with their '''source plan''' organization.  Most OnePager Express users select the option to '''Sort rows like Excel''' for the same reason. Selecting the '''Sort on field:''' allows you to select a '''source plan''' field upon which to base the '''sorting of rows''' in the chart.  
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(7.1.1-70)
  
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'''Rows''' are '''sorted''' chart-wise if there are no '''swimlane levels''' present. When one or more '''swimlane levels''' are present in the chart, '''rows are sorted''' '''within''' the lowest swimlane level only'''.  There are implications on '''sorting rows within the lowest swimlane level''' when there are task bars containing '''duplicate source plan field values''' in the set to be '''sorted'''.
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[[Category:Version 7.0]]
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[[Category:Add-in]]
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[[Category:Basic Workflows]]
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[[Category:Chart Properties Form]]
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[[Category:OnePager Choices Form]]
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[[Category:Snapshots]]
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[[Category:Charts]]
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[[Category:OnePager Pro]]
  
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For more information on '''collecting and sorting source plan tasks into OnePager chart rows''', please see the article at:  [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0 | Creating, Formatting, and Sorting Swimlanes Levels <!--12.02.1-70.
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==Overview Flow Chart==
  
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After task bar '''collection''' into chart '''rows''' and the '''sorting of rows''' are determined, you can move on to determine how chart '''rows''' should be '''grouped''' into '''swimlane levels'''.
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<center>[[File:P70-7_1_2-70-(1)-08052019.png]]</center>
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<!--<center>P70-7_1_2-70-(1)-08052019.png</center> -->
  
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===Step 3 – Group Chart Rows into Swimlane Levels===
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==Procedure==
  
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When the decision is made to incorporate '''swimlane levels''' in the chart as well as the number of '''swimlane levels''', you can use the '''Swimlanes''' control group in the '''Chart Properties''' form's '''Rows/Swimlanes''' tab to implement these decisions. The '''Chart Properties''' form's '''Rows/Swimlanes''' tab's '''Swimlanes''' control group is shown below:
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===Preparing The Microsoft Project Source Plan===
  
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<center>[[File:P70-4_0_1_5-70-(2)-04302020.png]]</center>
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After launching Microsoft Project with your desired '''source plan''', set '''Flags/Numbers''' field into the Microsoft Project '''source plan'''. This is the '''Flag''' that OnePager uses to determine which tasks and milestones to '''import'''.  Determine which of the tasks and milestones are to be included and set the '''Flags/Numbers''' field cell to '''Yes''' for these while leaving the remainder of the task's and milestone's '''Flag''' field set to '''No''', '''0''', or blank. At this point your Microsoft Project '''source plan''' can be '''saved''' and '''closed'''.  The '''Desk top''' version of OnePager Pro does not require that the Microsoft Project '''source plan''' be launched first.  The part of the procedure described above are in preparation  for using the '''Desk top''' version of OnePager Pro.
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<!--<center>P70-4_0_1_5-70-(2)-04302020.png</center>-->
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====Swimlane Level Sub-Tabs====
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===Launching OnePager Pro Desktop===
  
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Each '''sub-tab''' shown above as '''Left#1''', '''Left#2''', and '''Left#3''' are identical in terms of their controls. Checking the '''Group by''' checkbox '''ON''' in the '''sub-tab enables''' the '''swimlane level''' and the other controls in the '''sub-tab'''. Use the window dropdown next to the '''Group by''' checkbox to implement your '''swimlane level''' decision with respect to how the chart's '''rows''' are '''grouped''' with respect to the '''source plan''' field to be used.
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Launch OnePager from the '''Desktop Icon'''. The OnePager '''splash page''' appears briefly followed by the OnePager '''Chart Editor''' form displaying the '''OnePager Pro Start''' form as shown below:
  
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For more information on '''grouping chart rows into swimlane levels''', please see the article at:  [[Grouping Rows into Swimlanes for Version 7.0 | Grouping Rows into Swimlanes]] <!--12.18.1-70-->
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<center>[[File:P70-7_1_2-70-(2)-08052019.png]]</center>
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<!--<center>P70-7_1_2-70-(2)-08052019.png</center> -->
  
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====Swimlane Formatting...====
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At the completion of paragraph 6) when you click the “NEW” button, OnePager displays an abbreviated '''OnePager choices''' ('''OPC''') form.
  
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You can  now use the '''Swimlane Formatting...''' button to access the '''Swimlane Formatting - Left#n''' form to make settings pertaining to '''swimlane level heading cell labeling''', '''swimlane level cell labeling''',  and '''swimlane level border''' settings as shown below:
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<center>[[File:P70-7_1_2-70-(3)-08052019.png]]</center>
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<!--<center>P70-7_1_2-70-(3)-08052019.png</center> -->
  
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<center>[[File:P70-4_0_1_5-70-(3)-04302020.png]]</center>
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When you click the '''Select''' button shown above, OnePager then provides a dropdown menu for you to either choose to use the '''BROWSE FILES...''' to select a '''source plan''' or click the '''RECENT MS Project Files...''' option to access Microsoft Project Server '''source files''' as shown above. Clicking the '''BROWSE FILES…''' option as shown above accesses a Windows '''Open''' form where you can select a Microsoft Project '''source plan''' to load as shown here:
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<!--<center>P70-4_0_1_5-70-(3)-04302020.png</center>-->
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Note in the illustration above that the form's title includes the '''swimlane level number'''. The '''Column Heading''' control group in the above form contains all the controls for OnePager to set the '''swimlane level heading cell's label''' or for you to select the '''text content''' for this location in the chart. Additionally, all the '''text formatting''' controls are provided in this sub-group. The '''Swimlane Text''' control group shown above in the middle section of the form, contains all the controls for setting the '''swimlane level cell's labels''' within the '''swimlane level'''.
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<center>[[File:P70-7_1_2-70-(4)-08052019.png]]</center>
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<!--<center>P70-7_1_2-70-(4)-08052019.png</center> -->
  
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The '''Label by:''' checkbox must be checked '''ON''' for the '''swimlane level''' to be '''shown''' in the chart and for the other controls in this control group to be '''enabled'''. As with the '''Column Heading''' control group, the '''Swimlane Text''' control group contains all the '''text formatting''' controls for the '''text content''' of '''swimlane level cells for level n''' in the chart.
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When you click the '''Open''' button on the Windows '''Open''' form above, OnePager loads the selected Microsoft Project '''source plan''' and provide you with the expanded '''OPC''' form so that you can confirm or '''edit''' the settings before OnePager creates the new chart.
  
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The '''Swimlane Borders''' control group in the bottom section of the this form has all the controls for managing the '''borders''' associated with the '''swimlane level''' selected. However, we recommend setting '''row and swimlane level borders''' in '''Step 5''' discussed below.
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<center>[[File:P70-7_1_1-70-(4)-08052019.png]]</center>
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<!--<center>P70-7_1_1-70-(4)-08052019.png</center> -->
  
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For more information on '''formatting swimlane components''', please see the article at: [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0 | Creating, Formatting, and Sorting Swimlanes Levels]] <!--12.02.1-70-->
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As shown above, OnePager displays the loaded Microsoft Project '''source plan''' in the '''Selected File(s)''' group of the '''OPC''' form. You can use the '''Add/Remove''' feature (described elsewhere) to '''edit''' the choice of Microsoft Project '''source plan''', add additional files to the '''source packet''', and remove files. Clicking the '''Add/Modify''' button accesses the '''Data source selection''' form as shown below:
  
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====Swimlane Sorting Sub-Control Group====
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<center>[[File:P70-7_1_1-70-(5)-08052019.png]]</center>
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<!--<center>P70-7_1_1-70-(5)-08052019.png</center> -->
  
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'''Swimlane sorting'''  is done within '''swimlane levels''' involving all the '''rows''' found in the '''swimlane level'''. There are two '''swimlane level sorting''' options for OnePager Pro:  (1) '''Sort swimlanes like Project''' or (2) '''Sort on field'''. For OnePager Express the '''swimlane level sorting''' options are: (1) '''Sort swimlanes like Excel''' or (2) '''Sort on field'''. Most OnePager Pro users select the option to '''Sort swimlanes like Project''' to maintain correspondence with their '''source plan''' organization. OnePager Express users select the option to '''Sort swimlanes like Excel''' for the same reason. Selecting the '''Sort on field:''' allows you to select a '''source plan''' field upon which to base the '''sorting of swimlane levels''' in the chart.  The options for '''sorting swimlane levels''' is only available if the '''swimlane level''' is '''showing''' in the chart.
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It is recommended that the '''chart name''' selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the '''Select Tasks with ‘YES’ in field:''' is showing '''Flag20''' as a default. Most users select '''Flag20''' to tell OnePager which tasks  and milestones to '''import''' but any of the 20 '''Flag''' fields or any of the 20 '''Number''' fields can be used.  It is important that the '''Flag''' field number represented in this window correspond to the '''Flag''' field containing the '''Yes''' and '''No''' data placed in the Microsoft Project '''source plan'''.  
  
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When one or more '''swimlane levels''' are present in the chart, '''rows are sorted''' '''within''' each '''swimlane level''' where '''sorting''' is to be performed by OnePager. Care should be exercised when '''sorting swimlane levels''' where there are '''multiple swimlane levels''' present in the chart.
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The '''Snapshot date''' represents the '''time now''' or '''as-of date''' for the chart you are about to create.  If the '''date created''' by OnePager does not reflect the '''status date''' required, change the date by using the '''calendar''' dropdown window. As the '''source plan''' changes later on, you can create additional snapshots to show changes consistently.  
  
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For more information on '''sorting swimlane levels''', please see the article at: [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0 | Creating, Formatting, and Sorting Swimlanes Levels]] <!--12.02.1-70-->
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Finally, note that the '''Show file mappings''' checkbox is checked '''ON''' as shown above. Checking this checkbox '''ON''' and pressing the '''Next&gt;''' button takes you to the second page of the '''OPC''' form shown below:
  
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===Step 4 – Determine Text Column Needs===
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<center>[[File:P70-7_1_2-70-(5)-08052019.png]]</center>
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<!--<center>P70-7_1_2-70-(5)-08052019.png</center> -->
  
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There are five (5) optional '''Text Columns''' that you can place to the right of any '''shown swimlane levels''' and to the left of the '''graph'''. Their purpose is to highlight information pertinent to '''rows''' in the '''graph''' and the task bars and/or milestone symbols in the chart's '''rows'''. A typical example for the content of two '''text columns''' is to show task bar '''start date''' and '''finish date''' as illustrated in the partial chart below:
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This form allows you to '''edit''' which Microsoft Project '''source plan''' fields are used for various purposes such as the '''Start''' field and the '''Color by''' field. The '''Edit current template''' button also gives you a second opportunity to '''edit''' many more initial properties of the chart by accessing the current '''Template Properties''' form. Once these choices are confirmed or '''edited''', click the '''Create new chart''' button and OnePager '''imports''' the '''flagged data''' and creates the chart.
  
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<center>[[File:P70-0_4_1-(7)-06112020.png]]</center>
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Once the chart is created, you can '''edit''' by right-clicking task bars and milestone symbols and using the context menus commands. You can also left-click on task bars and milestone symbols and use the '''editing Icons''' on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from '''row to row''' in the chart. When the desired '''editing''' is complete, click the '''Copy to Clipboard''' button on the OnePager '''Home''' ribbon tool bar tab and then '''paste''' the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document.  If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can '''save''' all charts and snapshots after '''editing'''.
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<!--<center>P70-0_4_1-(7)-06112020.png</center>-->
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The controls for managing '''text columns''' are found in the '''Template Properties''' and '''Chart Properties''' form's '''Rows/Swimlanes''' tab at the '''Text Columns''' control group shown here:
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<center>[[File:P70-4_0_1_5-70-(6)-05012020.png]]</center>
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<!--<center>P70-4_0_1_5-70-(6)-05012020.png</center>-->
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====Text Columns Sub-Tabs====
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Each '''sub-tab''' shown above as '''Left#1''', '''Left#2''', '''Left#3''', '''Left#4''', and '''Left#5''' are identical in terms of their controls. Checking the '''Display data from''' checkbox '''ON''' in the '''sub-tab enables''' the '''text column''' and the other controls in the '''sub-tab'''. Use the window dropdown next to the '''Display data from''' checkbox to implement your '''text column''' decisions with respect to the '''source plan''' data for the task bar or milestone symbol that are displayed.
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For more information on '''text columns''', please see the article at:  [[Editing Text Columns or Swimlane Labels for Version 7.0 | Editing Text Columns or Swimlane Labels]] <!--12.3.1-70-->
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====Text Column Formatting...====
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You can  now use the '''Text Column Formatting...''' button to access the '''Text Column Formatting - Left#n''' form to make settings pertaining to '''text column heading cell labeling''' and '''text column cell labeling''' settings as shown below:
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<center>[[File:P70-4_0_1_5-70-(7)-05012020.png]]</center>
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<!--<center>P70-4_0_1_5-70-(7)-05012020.png</center>-->
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Note in the illustration above that the form's title includes the '''text column number'''. The '''Column Heading''' control group in the above form contains all the controls for OnePager to set the '''text column heading cell's label''' or for you to select the '''text content''' for this location in the chart.   Additionally, all the '''text formatting''' controls are provided in this sub-group. The '''Column Text''' control group shown above in the bottom section of the form contains all the controls for setting the '''text columns cell's labels''' within the '''text column'''. As with the '''Column Heading''' control group, the '''Column Text''' control group contains all the '''text formatting''' controls for the '''text content''' of '''text column cells for level n''' in the chart.
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There are no '''border controls''' in this form as '''text columns''' are considered part of a chart's '''row''' and the controls for '''row borders''' are contained in the '''Rows''' control group of the '''Chart Properties''' form's '''Rows/Swimlanes''' tab.
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For more information on '''formatting text columns''', please see these articles at: 
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<center>
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{| class="wikitable"
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| [[Snapshot-Dependent Text Columns for OnePager Pro for Version 7.0 | Snapshot-Dependent Text Columns for OnePager Pro]] <!--12.4.1-70-->
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| [[Snapshot-Dependent Text Columns for OnePager Express for Version 7.0 | Snapshot-Dependent Text Columns for OnePager Express]] <!--12.4.2-70-->
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|-
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| [[Resizing the Width of Text Columns and Swimlanes for Version 7.0 | Resizing the Width of Text Columns and Swimlanes]] <!--12.8.1-70-->
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|}
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</center>
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====Text Type Formatting for Date and Numeric Formats====
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When a '''text column's''' designated '''source plan''' field is a '''date type field''', the '''Text Columns''' sub-group in the main form has an additional sub-group added for you to '''edit''' the '''date field''' as it appears in the '''text column cells'''.  This is shown in the illustration below:
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<center>[[File:P70-4_0_1_5-70-(6)-05012020.png]]</center>
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<!--<center>P70-4_0_1_5-70-(6)-05012020.png</center>-->
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When a '''text column's''' designated '''source plan''' field is a '''numeric type field''', the '''Text Columns''' sub-group in the main form has an additional sub-group added for you to '''edit''' the '''numeric field''' as it appears in the '''text column cells'''.  This is shown in the illustration below:
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<center>[[File:P70-4_0_1_5-70-(8)-05012020.png]]</center>
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<!--<center>P70-4_0_1_5-70-(8)-05012020.png</center>-->
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===Step 5 – Formatting Row and Swimlane Level Borders===
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As the final step in preparing your schedule discussion presentation chart with '''rows''' and '''swimlane levels''' is to choose '''row''' and '''swimlane borders'''. 
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====Formatting Row Borders====
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To format '''row borders''' click the '''Row Borders Formatting... button in the '''Rows''' control group of the '''Chart Properties''' form's '''Rows/Swimlanes''' tab to acccess the '''Row borders''' form again shown here:
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<center>[[File:P70-4_0_1_5-70-(9)-05012020.png]]</center>
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<!--<center>P70-4_0_1_5-70-(9)-05012020.png</center>-->
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To '''show all row borders''' including the '''borders in text columns''', check the '''Show Row Borders''' checkbox '''ON'''. This '''enables''' all the controls in the form. These controls include using the OnePager standard '''Color Chooser''' form to select the '''color''' for the '''row borders''', the '''width''' control for the thickness of the '''row borders''', and the '''Dash-type''' which has five (5) options. These controls apply to both the '''top and bottom row borders'''.  Be aware that '''row borders''' may be shared with '''swimlane level borders''' whose controls are discussed shortly.
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====Formatting Swimlane Level Borders====
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'''Swimlane border controls''' are provided for each '''swimlane level showing''' in the chart up to three (3). This means that there are three (3) '''Swimlane Formatting...''' forms available, one for each possible '''swimlane level''' shown. When the '''Swimlane Formatting...''' button is clicked, the associated '''Swimlane Formatting...''' form is accessed as shown below:
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<center>[[File:P70-4_0_1_5-70-(10)-05012020.png]]</center>
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<!--<center>P70-4_0_1_5-70-(10)-05012020.png</center>-->
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To '''show a swimlane level's borders''', check the '''Show Borders''' checkbox '''ON'''. This '''enables''' all the controls in the form. These controls include using the OnePager standard '''Color Chooser''' form to select the '''color''' for the '''swimlane level borders''', the '''width''' control for the thickness of the '''swimlane level borders''', and the '''Dash-type''' which has five (5) options. These controls apply to both the '''top and bottom swimlane level borders'''. '''Caution:''' Be aware that '''swimlane level borders''' may be shared with other '''swimlane level borders''' and with '''row borders''' as mentioned above.
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For more information on managing '''swimlane level borders''', please see the article at: [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70-->
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====Other Borders in the Chart====
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The '''Inner Frame border''' and the '''Outer Frame border''' of the chart are managed by the controls in the '''Template Properties'''  and '''Chart Properties''' form's '''Main''' tab's '''Borders, frames, and time cursor properties''' button which accesses the '''Set line properties''' form shown here:
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<center>[[File:P70-4_0_1_5-70-(11)-05012020.png]]</center>
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<!--<center>P70-4_0_1_5-70-(11)-05012020.png</center>-->
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For more information on managing '''Inner and Outer chart borders''', please see the article at: [[Main Tab for Version 7.0 | Main Tab]] <!--21.1.1-70-->
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==Related Links==
 
==Related Links==
  
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[[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70-->
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[[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] <!--7.13.1-70 -->
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[[About OnePager's Rows and Swimlanes | About OnePager's Rows and Swimlanes]] <!--12.0.2-70-->
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[[Collecting Tasks/Milestones into Rows for Version 7.0 | Collecting Tasks/Milestones into Rows]] <!--12.1.1-70-->
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[[Editing Text Columns or Swimlane Labels for Version 7.0 | Editing Text Columns or Swimlane Labels]] <!--12.3.1-70-->
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[[Creating a NEW Chart via Pull Operation - OnePager Express  for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] <!--7.13.2-70 -->
  
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[[Snapshot-Dependent Text Columns for OnePager Pro for Version 7.0 | Snapshot-Dependent Text Columns for OnePager Pro]] <!--12.4.1-70-->
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[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70 -->
  
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[[Snapshot-Dependent Text Columns for OnePager Express for Version 7.0 | Snapshot-Dependent Text Columns for OnePager Express]] <!--12.5.1-70-->
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[[REPLACING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Express]] <!--7.14.2-70 -->
  
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[[Row and Swimlane Sorting for Version 7.0 | Row and Swimlane Sorting]] <!--12.6.1-70-->
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[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70 -->
  
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[[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.7.1-70-->
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[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70 -->
  
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[[Resizing the Width of Text Columns and Swimlanes for Version 7.0 | Resizing the Width of Text Columns and Swimlanes]] <!--12.8.1-70-->
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-70 -->
  
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[[Grouping Rows into Swimlanes for Version 7.0 | Grouping Rows into Swimlanes]] <!--12.18.1-70-->
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[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express]] <!--7.16.2-70 -->
  
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[[Main Tab for Version 7.0 | Main Tab]] <!--21.1.1-70-->
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-70 -->
  
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(4.0.1.5-70)
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(7.1.2-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:Getting Started with Version 7.0]]
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[[Category:Desktop]]
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[[Category:Core Concepts]]
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[[Category:Basic Workflows]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Charts]]
 
[[Category:Charts]]
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[[Category:Task/Milestone Editing]]
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[[Category:OnePager Choices Form]]
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[[Category:Rows and Swimlanes]]
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[[Category:Snapshots]]
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[[Category:Multiple Swimlane Levels]]
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[[Category:Swimlane Labels]]
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[[Category:Additional Text Columns]]
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[[Category:Row/Swimlane Borders]]
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[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
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[[Category:OnePager Express]]
 

Revision as of 17:03, 1 February 2021

Overview Flow Chart

P70-7 1 1-70-(1)-08052019.png

Procedure

Preparing the Microsoft Project Source Plan

Launch Microsoft Project and access the required Microsoft Project source plan. Set the Flags/Numbers field into the Microsoft Project source plan. This is the flag that OnePager uses to determine which tasks and milestones to import. Determine which of the tasks and milestones are to be included and set the Flags/Numbers field cell to Yes for these while leaving the remainder of the task's and milestone's Flag field set to No, 0, or blank.

Launching OnePager Pro Add-In

Click the OnePager button on the Microsoft Project ADD-INS ribbon tool bar tab to launch OnePager Pro at the OnePager Pro Start form.

P70-7 1 1-70-(2)-08052019.png

If you need to adjust settings in the OnePager current Template Properties form before launching OnePager Pro, click the Template... button on the Micosoft Project ADD-INS ribbon tool bar tab accesses a window with the Template Properties form which can be edited and saved.

P70-7 1 1-70-(3)-05042020.png

The Template Properties form is very similar to the OnePager Chart Properties form which is described elsewhere. Once the desired edits to the current Template Properties form are made, save the Template Properties form and return to paragraph 5) above. At the completion of paragraph 5) when you click the NEW button, OnePager accesses the OnePager choices (OPC) form as shown below:

P70-7 1 1-70-(4)-08052019.png

It is recommended that the chart name selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the Select Tasks with ‘YES’ in field: is showing Flag20 as a default. Most users select Flag20 to tell OnePager which tasks and milestones to import but any of the 20 Flag fields or any of the 20 Number fields can be used. It is important that the Flag field number represented in this window correspond to the Flag field containing the Yes and No data placed in the Microsoft Project source plan.

The Snapshot date represents the time now or as-of date for the chart you are about to create. If the date created by OnePager does not reflect the status date required, change the date by using the calendar dropdown window. As the source plan changes later on, you can create additional snapshots to show changes consistently.

Finally, note that the Show field mappings checkbox is checked ON as shown above. Checking this checkbox ON and pressing the Next> button takes you to the second page of the OPC form shown below:

P70-7 1 1-70-(5)-08052019.png

This form allows you to edit which Microsoft Project source plan fields are used for various purposes such as the Start field and the Color by field. The Edit current template button also gives you a second opportunity to edit many more initial properties of the chart by accessing the current Template Properties form. Once these choices are confirmed or edited, click the Create new chart button and OnePager imports the flagged data and creates the chart.

Once the chart is created, you can edit by right-clicking task bars and milestone symbols and using the context menus commands. You can also left-click on task bars and milestone symbols and use the editing Icons on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from row to row in the chart. When the desired editing is complete, click the Copy to Clipboard button on the OnePager Home ribbon tool bar tab and then paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can save all charts and snapshots after editing.

Related Links

Creating a NEW Chart via Pull Operation - OnePager Pro

Creating a NEW Chart via Pull Operation - OnePager Express

REPLACING a Snapshot via Pull Operation - OnePager Pro

REPLACING a Snapshot via Pull Operation - OnePager Express

ADDING a Snapshot via Pull Operation - OnePager Pro

ADDING a Snapshot via Pull Operation - OnePager Express

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express

Using the OnePager "Data" Tab's "Selected file(s)" Button

(7.1.1-70)

Overview Flow Chart

P70-7 1 2-70-(1)-08052019.png

Procedure

Preparing The Microsoft Project Source Plan

After launching Microsoft Project with your desired source plan, set Flags/Numbers field into the Microsoft Project source plan. This is the Flag that OnePager uses to determine which tasks and milestones to import. Determine which of the tasks and milestones are to be included and set the Flags/Numbers field cell to Yes for these while leaving the remainder of the task's and milestone's Flag field set to No, 0, or blank. At this point your Microsoft Project source plan can be saved and closed. The Desk top version of OnePager Pro does not require that the Microsoft Project source plan be launched first. The part of the procedure described above are in preparation for using the Desk top version of OnePager Pro.

Launching OnePager Pro Desktop

Launch OnePager from the Desktop Icon. The OnePager splash page appears briefly followed by the OnePager Chart Editor form displaying the OnePager Pro Start form as shown below:

P70-7 1 2-70-(2)-08052019.png

At the completion of paragraph 6) when you click the “NEW” button, OnePager displays an abbreviated OnePager choices (OPC) form.

P70-7 1 2-70-(3)-08052019.png

When you click the Select button shown above, OnePager then provides a dropdown menu for you to either choose to use the BROWSE FILES... to select a source plan or click the RECENT MS Project Files... option to access Microsoft Project Server source files as shown above. Clicking the BROWSE FILES… option as shown above accesses a Windows Open form where you can select a Microsoft Project source plan to load as shown here:

P70-7 1 2-70-(4)-08052019.png

When you click the Open button on the Windows Open form above, OnePager loads the selected Microsoft Project source plan and provide you with the expanded OPC form so that you can confirm or edit the settings before OnePager creates the new chart.

P70-7 1 1-70-(4)-08052019.png

As shown above, OnePager displays the loaded Microsoft Project source plan in the Selected File(s) group of the OPC form. You can use the Add/Remove feature (described elsewhere) to edit the choice of Microsoft Project source plan, add additional files to the source packet, and remove files. Clicking the Add/Modify button accesses the Data source selection form as shown below:

P70-7 1 1-70-(5)-08052019.png

It is recommended that the chart name selected refer to both the project and, perhaps, be familiar to the audience that is likely to view the completed OnePager chart. Additionally, notice that the Select Tasks with ‘YES’ in field: is showing Flag20 as a default. Most users select Flag20 to tell OnePager which tasks and milestones to import but any of the 20 Flag fields or any of the 20 Number fields can be used. It is important that the Flag field number represented in this window correspond to the Flag field containing the Yes and No data placed in the Microsoft Project source plan.

The Snapshot date represents the time now or as-of date for the chart you are about to create. If the date created by OnePager does not reflect the status date required, change the date by using the calendar dropdown window. As the source plan changes later on, you can create additional snapshots to show changes consistently.

Finally, note that the Show file mappings checkbox is checked ON as shown above. Checking this checkbox ON and pressing the Next> button takes you to the second page of the OPC form shown below:

P70-7 1 2-70-(5)-08052019.png

This form allows you to edit which Microsoft Project source plan fields are used for various purposes such as the Start field and the Color by field. The Edit current template button also gives you a second opportunity to edit many more initial properties of the chart by accessing the current Template Properties form. Once these choices are confirmed or edited, click the Create new chart button and OnePager imports the flagged data and creates the chart.

Once the chart is created, you can edit by right-clicking task bars and milestone symbols and using the context menus commands. You can also left-click on task bars and milestone symbols and use the editing Icons on the OnePager ribbon tool bar tabs. You can also left-click on a task bar or milestone symbol and use the mouse to drag the selected task bar or milestone symbol up or down from row to row in the chart. When the desired editing is complete, click the Copy to Clipboard button on the OnePager Home ribbon tool bar tab and then paste the chart into a Microsoft PowerPoint presentation, email message, or Microsoft Word document. If the chart contains more than one page, you can choose to copy the entire document, the last page (current page), or a selected numerical page to the clipboard. OnePager can save all charts and snapshots after editing.

Related Links

Creating a NEW Chart via Pull Operation - OnePager Pro

Creating a NEW Chart via Pull Operation - OnePager Express

REPLACING a Snapshot via Pull Operation - OnePager Pro

REPLACING a Snapshot via Pull Operation - OnePager Express

ADDING a Snapshot via Pull Operation - OnePager Pro

ADDING a Snapshot via Pull Operation - OnePager Express

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro

Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Express

Using the OnePager "Data" Tab's "Selected file(s)" Button

(7.1.2-70)

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