Difference between revisions of "Notes on Data-Driven Task Links for OnePager 7.0 for Version 7.0"
From OnePager Documentation
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| − | ==Editing Global or Individual Task Link Properties and the | + | ==Editing Global or Individual Task Link Properties and the Chart== |
| − | There are five (5) situations where making an '''edit''' in OnePager to the '''Data-driven Task Link '''environment precipitates a change in the | + | There are five (5) situations where making an '''edit''' in OnePager to the '''Data-driven Task Link '''environment precipitates a change in the chart and can impact all snapshots. These are covered below: |
===Situation 1: Turning the Data-Driven Task Link Feature ON or OFF=== | ===Situation 1: Turning the Data-Driven Task Link Feature ON or OFF=== | ||
| − | 1) This change is made in the '''“master” '''checkbox that turns the '''Data-driven Task Link '''feature '''ON''' or '''OFF '''in the ''' | + | 1) This change is made in the '''“master” '''checkbox that turns the '''Data-driven Task Link '''feature '''ON''' or '''OFF '''in the '''Chart Properties''' form’s '''Task Link''' tab: |
:a) '''Turning the Data-Driven Task Link Feature from ON to OFF''': When this change is made, all '''Data-driven Task Links '''are '''hidden''' in all snapshots. Manual '''Task Links''' are not impacted. | :a) '''Turning the Data-Driven Task Link Feature from ON to OFF''': When this change is made, all '''Data-driven Task Links '''are '''hidden''' in all snapshots. Manual '''Task Links''' are not impacted. | ||
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:b) '''Turning the Data-Driven Task Link Feature from OFF to ON''': If there are '''imported''' '''Data-driven Task Links''', they are '''shown '''in all snapshots if they are not '''mavericked '''to be '''hidden'''. If there are no '''imported''' '''Data-driven Task Links''' because the feature was previously '''OFF''', OnePager goes out to the '''source plan '''and '''imports''' all '''Data-driven Task Links''' and '''shows''' them in every snapshot where the '''Task Link Filter rules '''are met. | :b) '''Turning the Data-Driven Task Link Feature from OFF to ON''': If there are '''imported''' '''Data-driven Task Links''', they are '''shown '''in all snapshots if they are not '''mavericked '''to be '''hidden'''. If there are no '''imported''' '''Data-driven Task Links''' because the feature was previously '''OFF''', OnePager goes out to the '''source plan '''and '''imports''' all '''Data-driven Task Links''' and '''shows''' them in every snapshot where the '''Task Link Filter rules '''are met. | ||
| − | ===Situation 2: Editing the OnePager Express Predecessor Field Mapping in its | + | ===Situation 2: Editing the OnePager Express Predecessor Field Mapping in its Chart Properties form=== |
| − | 2) If you change the '''predecessor field mapping '''in OnePager Express, after OnePager Express creates the | + | 2) If you change the '''predecessor field mapping '''in OnePager Express, after OnePager Express creates the chart, the software discards all '''Data-driven Task Links''' and goes back to the Microsoft Excel '''source plan''' and '''imports''' the '''Data-driven Task Link '''information''' '''from the new designated Microsoft Excel '''field'''. |
===Situation 3: Editing the OnePager Express Predecessor Syntax Format Selection=== | ===Situation 3: Editing the OnePager Express Predecessor Syntax Format Selection=== | ||
| − | 3) The dropdown menu selection in the '''Syntax''' '''Format''' '''selector''' of the ''' | + | 3) The dropdown menu selection in the '''Syntax''' '''Format''' '''selector''' of the '''Chart Properties '''form’s '''Task Links '''tab’s '''Data-Driven Task Links '''control group is shown below before any '''Data-driven Task Link''' information is '''imported'''. |
<center>[[File:P61-0_4_1_7-61-(8)-06262018.png]]</center> | <center>[[File:P61-0_4_1_7-61-(8)-06262018.png]]</center> | ||
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===Situation 4: Change the Filter Links Sub-Group Control=== | ===Situation 4: Change the Filter Links Sub-Group Control=== | ||
| − | 5) This situation arises when you change the radio button selection in the '''Filter Links''' control sub-group of the '''Data-Driven Task Links''' control group in the ''' | + | 5) This situation arises when you change the radio button selection in the '''Filter Links''' control sub-group of the '''Data-Driven Task Links''' control group in the '''Chart Properties''' form’s '''Task Link '''tab as shown below: |
<center>[[File:P61-0_4_1_7-61-(8A)-06262018.png]]</center> | <center>[[File:P61-0_4_1_7-61-(8A)-06262018.png]]</center> | ||
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====From Show All to Use Rules:==== | ====From Show All to Use Rules:==== | ||
| − | 7) OnePager configures the ''' | + | 7) OnePager configures the '''Chart Editor '''to '''show''' every '''Data-driven Task Link''' that satisfies the '''Task Link Filter rules''' established in the '''Task Link Filter Rules''' form unless the '''Task Link''' is '''mavericked''' as '''hidden'''. |
:a) Any '''Task Link''' that does '''NOT''' satisfy the established''' Task Link Filter rules''' is '''hidden''' unless the '''Task Link '''is '''mavericked '''to be '''shown'''. | :a) Any '''Task Link''' that does '''NOT''' satisfy the established''' Task Link Filter rules''' is '''hidden''' unless the '''Task Link '''is '''mavericked '''to be '''shown'''. | ||
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====From Use Rules to Show All:==== | ====From Use Rules to Show All:==== | ||
| − | 8) OnePager configures the ''' | + | 8) OnePager configures the '''Chart Editor''' to ensure that '''all''' '''Data-driven''' '''Task Links''' '''imported '''from the '''source plan''' are '''shown''' when the '''Show all''' radio button is selected. |
:a) Any '''Data-driven Task Links '''that are '''show/hide mavericks '''are not changed thus preserving their '''mavericked''' '''show/hide''' '''status'''. | :a) Any '''Data-driven Task Links '''that are '''show/hide mavericks '''are not changed thus preserving their '''mavericked''' '''show/hide''' '''status'''. | ||
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===Situation 5: Change any of the Task Link Filter Rules=== | ===Situation 5: Change any of the Task Link Filter Rules=== | ||
| − | 9) This situation corresponds to clicking the '''Manage Rules …''' button in the '''Data-Driven Task Links''' control group in the ''' | + | 9) This situation corresponds to clicking the '''Manage Rules …''' button in the '''Data-Driven Task Links''' control group in the '''Chart Properties''' form’s '''Task Link''' tab and doing a '''add, edit, or delete''' on a '''Task Link Filter rule''' in the '''Task Link Filter Rules''' form. |
| − | 10) When an '''edit''' is made to a '''Task Link Filter rule''', OnePager Pro and Express configures the ''' | + | 10) When an '''edit''' is made to a '''Task Link Filter rule''', OnePager Pro and Express configures the '''Chart Editor '''to show every '''Data-driven Task Link''' that satisfies the new '''Task Link Filter rules''' in the '''Task Link Filter Rules''' form unless the '''Data-driven Task Link''' is '''mavericked''' as '''hidden'''. |
11) Any '''Data-driven Task Link''' that does '''NOT''' satisfy the new''' Task Link Filter rules''' is '''hidden''' unless the '''Data-driven Task Link '''is '''mavericked''' to be '''shown'''. | 11) Any '''Data-driven Task Link''' that does '''NOT''' satisfy the new''' Task Link Filter rules''' is '''hidden''' unless the '''Data-driven Task Link '''is '''mavericked''' to be '''shown'''. | ||
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:b) If an existing '''Data-driven Task Link''' does not satisfy the new '''Task Link Filter rules''' set and is not '''mavericked''' to be '''shown''' or '''hidden''', the '''Data-driven Task Link''' is completely discarded and all of its '''mavericked''' properties are lost. | :b) If an existing '''Data-driven Task Link''' does not satisfy the new '''Task Link Filter rules''' set and is not '''mavericked''' to be '''shown''' or '''hidden''', the '''Data-driven Task Link''' is completely discarded and all of its '''mavericked''' properties are lost. | ||
| − | ==Saving OnePager | + | ==Saving OnePager Charts to Previous Versions== |
| − | 1) As with previous releases of OnePager Pro and Express you have the option to '''save''' | + | 1) As with previous releases of OnePager Pro and Express you have the option to '''save''' charts (i.e., '''.TAM''' files) to previous versions. |
| − | :a) To save a | + | :a) To save a chart to a previous OnePager Pro or Express version go to the OnePager Pro or Express ribbon’s '''File '''tab and click the '''Save as '''tab which accesses the '''Save as chart''' window. |
:b) Click the '''Save as type:''' dropdown and you’ll see the options as shown below: | :b) Click the '''Save as type:''' dropdown and you’ll see the options as shown below: | ||
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<center><P61-0_4_1_7-61-(7)-06192018.png></center> | <center><P61-0_4_1_7-61-(7)-06192018.png></center> | ||
| − | 2) When saving a | + | 2) When saving a chart with '''Data-driven Task Links''', it should be recognized that the '''Data-driven Task Link''' information is '''lost''' when the chart is saved to Version 6.0 or earlier version of OnePager Pro or Express and subsequently opened. |
:a) Manual '''Task Links''', however, are converted to '''Event Links''' which are compatible with previous versions. | :a) Manual '''Task Links''', however, are converted to '''Event Links''' which are compatible with previous versions. | ||
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===Opening Previous Versions of OnePager using OnePager 7.0=== | ===Opening Previous Versions of OnePager using OnePager 7.0=== | ||
| − | 3) Opening a | + | 3) Opening a chart created with OnePager Pro or Express versions '''prior''' to version 6.1 with OnePager Pro or Express 6.1 provides a chart where only previously inserted '''Event Links''', if any, are converted to manual '''Task Links'''. |
| − | :a) If a | + | :a) If a chart is being opened but was originally created with OnePager Pro or Express 6.1 and '''saved''' as a previous version '''no''' '''Data-driven Task Links''' are available to be '''shown'''. |
| − | :b) If you open a previous version of a | + | :b) If you open a previous version of a chart and subsequently '''Update''' the chart using OnePager Pro or Express version 6.1 with a '''source plan''' that contains '''Predecessor/Successor''' information, OnePager Pro or Express 6.1 imports this '''Dependency''' information if the '''Update method is Replace All Properties'''. Subsequent to the '''Update''', the chart is able to '''show Data-driven Task Links'''. |
| − | :c) Any '''Event Links''' present in the previous version of the | + | :c) Any '''Event Links''' present in the previous version of the chart being opened with OnePager Pro or Express 6.1 '''shows''' these '''links''' as manual '''Task Links'''. |
| − | 4) For more information on '''sharing | + | 4) For more information on '''sharing charts''' please see the articles at: [[Sharing charts for Version 7.0 (Portal) | Sharing Charts (Portal)]]. 23.2.1-70 |
(19.7.1-70) | (19.7.1-70) | ||
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[[Category:Snapshot Independent]] | [[Category:Snapshot Independent]] | ||
[[Category:Task/Milestone]] | [[Category:Task/Milestone]] | ||
| + | [[Category:Charts]] | ||
| + | [[Category:Edit the Chart]] | ||
[[Category:Template]] | [[Category:Template]] | ||
| − | [[Category: | + | [[Category:Chart Properties]] |
[[Category:Task Links Tab]] | [[Category:Task Links Tab]] | ||
[[Category:Where Are My Links?]] | [[Category:Where Are My Links?]] | ||
[[Category:Where’s My Stuff?!]] | [[Category:Where’s My Stuff?!]] | ||
Revision as of 16:23, 26 February 2019
Contents
- 1 Editing Global or Individual Task Link Properties and the Chart
- 1.1 Situation 1: Turning the Data-Driven Task Link Feature ON or OFF
- 1.2 Situation 2: Editing the OnePager Express Predecessor Field Mapping in its Chart Properties form
- 1.3 Situation 3: Editing the OnePager Express Predecessor Syntax Format Selection
- 1.4 Situation 4: Change the Filter Links Sub-Group Control
- 1.5 Situation 5: Change any of the Task Link Filter Rules
- 2 Saving OnePager Charts to Previous Versions
Editing Global or Individual Task Link Properties and the Chart
There are five (5) situations where making an edit in OnePager to the Data-driven Task Link environment precipitates a change in the chart and can impact all snapshots. These are covered below:
Situation 1: Turning the Data-Driven Task Link Feature ON or OFF
1) This change is made in the “master” checkbox that turns the Data-driven Task Link feature ON or OFF in the Chart Properties form’s Task Link tab:
- a) Turning the Data-Driven Task Link Feature from ON to OFF: When this change is made, all Data-driven Task Links are hidden in all snapshots. Manual Task Links are not impacted.
- b) Turning the Data-Driven Task Link Feature from OFF to ON: If there are imported Data-driven Task Links, they are shown in all snapshots if they are not mavericked to be hidden. If there are no imported Data-driven Task Links because the feature was previously OFF, OnePager goes out to the source plan and imports all Data-driven Task Links and shows them in every snapshot where the Task Link Filter rules are met.
Situation 2: Editing the OnePager Express Predecessor Field Mapping in its Chart Properties form
2) If you change the predecessor field mapping in OnePager Express, after OnePager Express creates the chart, the software discards all Data-driven Task Links and goes back to the Microsoft Excel source plan and imports the Data-driven Task Link information from the new designated Microsoft Excel field.
Situation 3: Editing the OnePager Express Predecessor Syntax Format Selection
3) The dropdown menu selection in the Syntax Format selector of the Chart Properties form’s Task Links tab’s Data-Driven Task Links control group is shown below before any Data-driven Task Link information is imported.
-06262018.png)
4) This edit can be made at any time. If you make the edit in OnePager Express, the software discards all Data-driven Task Link information and goes back to the Microsoft Excel source plan and imports the Data-driven Task Link information using the new designated Syntax Format selector.
Situation 4: Change the Filter Links Sub-Group Control
5) This situation arises when you change the radio button selection in the Filter Links control sub-group of the Data-Driven Task Links control group in the Chart Properties form’s Task Link tab as shown below:
-06262018.png)
6) There are two (2) possible changes that can be made:
From Show All to Use Rules:
7) OnePager configures the Chart Editor to show every Data-driven Task Link that satisfies the Task Link Filter rules established in the Task Link Filter Rules form unless the Task Link is mavericked as hidden.
- a) Any Task Link that does NOT satisfy the established Task Link Filter rules is hidden unless the Task Link is mavericked to be shown.
- b) When the change from Show all to Use Rules is made, OnePager reexamines all the Data-driven Task Links imported and assures that the Data-driven Task Links that show comply with the current Task Link Filter rules.
- c) Data-driven Task Links that do not comply with the current Task Link Filter rules are hidden.
From Use Rules to Show All:
8) OnePager configures the Chart Editor to ensure that all Data-driven Task Links imported from the source plan are shown when the Show all radio button is selected.
- a) Any Data-driven Task Links that are show/hide mavericks are not changed thus preserving their mavericked show/hide status.
- b)If Data-driven Task Links are not otherwise mavericked, OnePager generates new Data-driven Task Links from the source plan’s Data-driven Task Link information using the current Task Link property settings.
Situation 5: Change any of the Task Link Filter Rules
9) This situation corresponds to clicking the Manage Rules … button in the Data-Driven Task Links control group in the Chart Properties form’s Task Link tab and doing a add, edit, or delete on a Task Link Filter rule in the Task Link Filter Rules form.
10) When an edit is made to a Task Link Filter rule, OnePager Pro and Express configures the Chart Editor to show every Data-driven Task Link that satisfies the new Task Link Filter rules in the Task Link Filter Rules form unless the Data-driven Task Link is mavericked as hidden.
11) Any Data-driven Task Link that does NOT satisfy the new Task Link Filter rules is hidden unless the Data-driven Task Link is mavericked to be shown.
- a) If this situation is encountered it can change which Task Link Filter rules apply at each snapshot but preserves the show/hide mavericks and mavericking of other Data-driven Task Link properties.
- b) If an existing Data-driven Task Link does not satisfy the new Task Link Filter rules set and is not mavericked to be shown or hidden, the Data-driven Task Link is completely discarded and all of its mavericked properties are lost.
Saving OnePager Charts to Previous Versions
1) As with previous releases of OnePager Pro and Express you have the option to save charts (i.e., .TAM files) to previous versions.
- a) To save a chart to a previous OnePager Pro or Express version go to the OnePager Pro or Express ribbon’s File tab and click the Save as tab which accesses the Save as chart window.
- b) Click the Save as type: dropdown and you’ll see the options as shown below:
-06192018.png)
2) When saving a chart with Data-driven Task Links, it should be recognized that the Data-driven Task Link information is lost when the chart is saved to Version 6.0 or earlier version of OnePager Pro or Express and subsequently opened.
- a) Manual Task Links, however, are converted to Event Links which are compatible with previous versions.
- b) Manual Task Links converted to Event Links retain manual Task Link properties including connection line color, Dash type, and font properties. All other properties of manual Task Links converted to Event Links are lost.
- c) Enhancements made to manual Task Links like Begin and End point shapes and connection line Dash types are lost when saving to a previous version from version 6.1.
Opening Previous Versions of OnePager using OnePager 7.0
3) Opening a chart created with OnePager Pro or Express versions prior to version 6.1 with OnePager Pro or Express 6.1 provides a chart where only previously inserted Event Links, if any, are converted to manual Task Links.
- a) If a chart is being opened but was originally created with OnePager Pro or Express 6.1 and saved as a previous version no Data-driven Task Links are available to be shown.
- b) If you open a previous version of a chart and subsequently Update the chart using OnePager Pro or Express version 6.1 with a source plan that contains Predecessor/Successor information, OnePager Pro or Express 6.1 imports this Dependency information if the Update method is Replace All Properties. Subsequent to the Update, the chart is able to show Data-driven Task Links.
- c) Any Event Links present in the previous version of the chart being opened with OnePager Pro or Express 6.1 shows these links as manual Task Links.
4) For more information on sharing charts please see the articles at: Sharing Charts (Portal). 23.2.1-70
(19.7.1-70)
