Difference between pages "Snapshot-Dependent Text Columns for OnePager Pro for Version 7.0" and "Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.2"

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(Created page with "==Introduction== This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Smartsheet '''source plans'''....")
 
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==Overview==
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==Introduction==
  
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Certain Microsoft Project '''fields''' typically change as the project progresses forward:
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This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Smartsheet '''source plans'''.
  
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:* '''Percent Complete (%Complete)'''
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==About Splitting and Parsing Fields==
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:* '''Duration'''
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:* '''Start Date'''
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:* '''Finish Date'''
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:* '''Baseline Start Date'''
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:* '''Baseline Finish Date'''
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:* '''Deadline Date'''
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:* '''Task Link'''
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:* '''Any field used for round-robin color assignment'''
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:* '''Any field used for conditional-formatting'''
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:* '''Any field used for Endpoints'''
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By '''snapshot-dependent''' we mean that the value, style, or format of an object (i.e., task bar or milestone symbol property) can change from one '''snapshot''' to another as the underlying project '''source plan data field''' changes.  The focus of this article is on the eleven (11) categories of '''fields''' shown above.  When using OnePager to show these changes as they are made to the Microsoft Project '''source plan''' on a regular basis, OnePager can add snapshots to the chart using the '''updated data''' from the current '''source plan'''.
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The OnePager '''column splitting''' feature allows you to '''duplicate task bars''' when a task in your Smartsheet '''source plan''' is assigned to '''multiple resources''' (or anything else).  Because assignments from Smartsheet often are '''comma-delimited''', this feature enables OnePager to '''parse the comma-delimited list''' and '''create a unique task bar''' for each instance in the '''comma-separated''' list.
  
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For a more information on '''charts and snapshots''', please see the article at:  [[Understanding Charts and Snapshots for OnePager Pro for Version 7.0 | Understanding Charts and Snapshots for OnePager Pro]] <!--4.0.1.1-70-->
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===Split Resource Names Example===
  
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Often it is important in schedule presentations to emphasize some of the above data items by collecting task bars/milestone symbols into '''rows''' and identify '''rows''' using one of the above '''source plan fields'''.  Using the processes of '''updating''' the chart with periodic snapshots, you can show how the any of the above '''fields''' change when shown in '''text columns''' accompanying '''rows''' in the chart.
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Say you want to use '''color-codes''' on task bars/milestone symbols based upon your Smartsheet '''source plan’s Assigned to''' column as shown below:
  
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OnePager Pro '''automatically updates''' your chart with the latest '''data''' and shows the '''data''' in the appropriate '''text columns''' accompanying each '''row'''. When this is done, the chart's '''text column''' contents and the '''rows''' continue to be associated with one of the above '''fields''' and the snapshots change to show the '''data''' in the chart and in the '''text column''' as successive snapshots are taken over time.
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<center>[[File:P71-24_5_3-71-(1)-12272021.png]]</center>
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<!--<center>P71-24_5_3-71-(1)-12272021.png</center>-->
  
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For more information on '''adding snapshots to your charts''', please see the articles at:  [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
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Some of the entries in the '''Assigned to''' column consist of multiple, '''comma-separated''' items and some tasks only used one '''resource'''. Without the '''column splitting''' feature, a chart '''created''' from these data and assigned task bar/milestone symbol '''colors''' based upon the '''Assigned to''' column looks like this:
  
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The example that follows uses the '''source plan %Complete field''' to demonstrate how '''text columns''' are used to represent changing '''data''' through the progress of a project. The example illustrates how '''text columns''' represent changes in the contents of the '''fields''' listed at the beginning of this section above.
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<center>[[File:P71-24_5_3-71-(2)-12272021.png]]</center>
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<!--<center>P71-24_5_3-71-(2)-12272021.png</center>-->
  
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==Snapshot-Dependent Text Column Example==
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OnePager, in this case, treats the '''entire string''' as an individual '''Assigned to''' value.  To provide more flexibility in displaying task bars that have '''multiple resources''' assigned, OnePager supports the concept of a '''column splitting'''.  This feature recognizes '''comma-separated''' values in a '''designated column''' and '''creates a separate task bar''' for each of the '''comma-separated''' values.
  
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To provide a simple illustration of the '''snapshot-dependency of text column contents''', we construct a Microsoft Project '''source plan''' with a focus on the '''%Complete field column'''.
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===Enabling Splitting===
  
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===First Snapshot===
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To use this feature requires turning '''ON''' the feature in the Smartsheet '''Template Properties''' form you intend to use to make the chart.  The setting must be turned '''ON''' before the chart is created so launch OnePager Bundle from the '''desktop icon''', click the '''NEW''' button on the '''OnePager Bundle Start''' form to access the '''OnePager choices''' form, '''select''' your Smartsheet '''source plan''', and type in the chart's '''title''' as shown here:
  
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The  Microsoft Project '''source plan'''  below shows all the '''fields''' mentioned in the above list plus the '''Task Name''', '''Resource Names''', and '''Flag20''':
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<center>[[File:P71-24_5_3-71-(2A-1)-12272021.png]]</center>
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<!--<center>P71-24_5_3-71-(2A-1)-12272021.png</center>-->
  
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<center>[[File:P70-12_4_1-(1)-07082020.png]]</center>
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When you click the '''Next>''' button at the bottom of the form, OnePager accesses the second page of the '''OnePager choices''' form shown below:
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<!--<center>P70-12_4_1-(1)-07082020.png</center>-->
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'''Note''' the specific '''%Complete''' data for each task bar.  When the OnePager Pro ('''OPP''') is launch to create a '''NEW''' chart, you have an opportunity to select the functions of the various Microsoft Project '''fields''' as described elsewhere by examining and modifying the OnePager Choices ('''OPC''') form. The example is such that each '''text column''' contents, '''row ordering''', and '''collection''' of task bars into '''rows''' are set to use the '''%Complete''' field to organize the chart.  Additionally, '''rows''' are '''grouped into the Left#3 swimlane level''' using the Microsoft Project '''Resource Names field'''. When these controls are set either in the '''Template Properties'''  or '''Chart Properties''' form through the '''Row and Swimlanes''' tab, the following first snapshot is created:
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<center>[[File:P71-24_5_3-71-(2A-2)-12272021.png]]</center>
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<!--<center>P71-24_5_3-71-(2A-2)-12272021.png</center>-->
  
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<center>[[File:P70-12_4_1-(2-1)-07082020.png]]</center>
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Clicking the '''Edit current template''' button accesses the current '''Template Properties''' form.  Navigate to the '''Field Mappings''' tab on the form, check the '''Enable splitting on:''' checkbox to '''ON''' and (in this example) select the '''Assigned To''' column from the dropdown list provided. The results are shown here:
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<!--<center>P70-12_4_1-(2-1)-07082020.png</center>-->
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In the first snapshot, the ''' Left#3 text column cells''' are created with the '''%Complete''' data from the Microsoft Project '''source plan updated''' on 7/1/2019.
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<center>[[File:P71-24_5_3-71-(2A-3)-12272021.png]]</center>
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<!--<center>P71-24_5_3-71-(2A-3)-12272021.png</center>-->
  
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===Second Snapshot===
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Click the '''Save and use''' button to complete the process and close the current '''Template Properties''' form returning you to the second page of the '''OnePager choices''' form show above.
  
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If the project’s Microsoft Project '''source plan''' is '''updated''', say on 7/1/2020 for this example, with the latest '''%Complete''' data, that Microsoft Project '''source plan''' looks like this:
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===Split Resources in the Chart===
  
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<center>[[File:P70-12_4_1-(3)-07082020.png]]</center>
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Clicking the '''Create new chart''' button completes the process and creates the chart with the '''column splitting''' feature in use.  The chart with '''splitting''' looks like this:
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<!--<center>P70-12_4_1-(3)-07082020.png</center>-->
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The '''updates''' to the '''%Complete''' data, shown above, as compared to the Microsoft Project '''source plan''' captured on 7/1/2020, shows the progress the project is making in this example. If we create the snapshot on 7/1/2020, it looks like this:
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<center>[[File:P71-24_5_3-71-(5)-12272021.png]]</center>
 +
<!--<center>P71-24_5_3-71-(5)-12272021.png</center>-->
  
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<center>[[File:P70-12_4_1-(4-1)-07082020.png]]</center>
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In the chart with '''column splitting''' shown above, there are now several more task bars in the '''Chart Editor''' than there were before.  The task bar for '''Plate Movement''' is now '''split into two (2) separate task bars''', one for each of the '''two resources assigned'''. The task bar for '''Centrifugal Barrier''' is now '''split into three (3) separate task bars''', one for each of the '''three resources''' that were assigned to this task in the Smartsheet '''source plan'''.  Each of the '''resources''' has a unique '''color''' assigned.  Each of the '''resources''' appears by itself in the '''Legend'''.  The '''Legend title''' shows the '''column name''' that is used for '''splitting the columns'''.
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<!--<center>P70-12_4_1-(4-1)-07082020.png</center>-->
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The task bars/milestone symbols are '''updated''' with the latest '''%Complete data''' and the new '''percent complete''' information is shown in the '''Left#3 text column''' for each '''row'''.  '''Rows''' are not '''reordered''' between snapshots but retains the '''row ordering''' originally established for the chart.  The Microsoft Project '''source plan''' did not change the '''Finish Dates''' of any of the task bars to reflect their current '''%Complete''' values.
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With this feature, you can use '''column splitting''' just like any other column by using the dropdowns in the '''Template Properties''' form or '''Chart Properties''' form to assign '''colors, highlight task bars and milestone symbols, and to define and label rows and swimlanes'''.
 +
 
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==Splitting Resources and Task Links==
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When task bars with '''Data-Driven''' or manual '''Task Links''' are '''split''', the '''Task Links''' ('''Data-Driven''' and manual) are '''not shown'''.  Further, the '''Task Links''' that are now '''hidden''' and '''do not''' have entries in the '''Where are My Links?''' form.
  
 
==Related Links==
 
==Related Links==
  
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[[Understanding Charts and Snapshots for OnePager Pro for Version 7.0 | Understanding Charts and Snapshots for OnePager Pro]] <!--4.0.1.1-70-->
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[[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
  
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[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
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[[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-72
  
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(12.4.1-70)
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[[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
  
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[[Category:Version 7.0]]
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[[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72
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[[Category:Charts]]
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−
[[Category:Templates]]
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[[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72
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[[Category:Chart Properties Form]]
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[[Category:Percent Complete]]
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[[Template Only Features for Primavera P6 Source Plans in OnePager Version 7.2 | Template Only Features for Primavera P6 Source Plans in OnePager]] 24.2.2-72
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[[Category:Baselines]]
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−
[[Category:Deadlines]]
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[[Template Only Features for Smartsheet Source Plans in OnePager Version 7.2 | Template Only Features for Smartsheet Source Plans in OnePager]] 24.2.3-72
 +
 
 +
[[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] 24.4.1-72
 +
 
 +
[[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for OnePager Express]] 24.5.1-72
 +
 
 +
[[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] 24.5.2-72
 +
 
 +
(24.5.3-72)
 +
 
 +
[[Category:Version 7.2]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
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[[Category:Rows and Swimlanes]]
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[[Category:Column Splitting]]
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[[Category:Labels]]
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[[Category:Charts]]
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[[Category:Text Columns]]
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[[Category:Task Links]]
 +
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
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[[Category:Snapshot Dependent/Independent]]
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[[Category:Template Properties Form]]
−
[[Category:Mavericks]]
+
[[Category:Chart Properties Form]]
−
[[Category:OnePager Pro]]
+
[[Category:Smartsheet]]
 +
[[Category:OnePager Bundle]]

Revision as of 15:15, 30 May 2022

Introduction

This article is focused on using the Column Splitting feature with OnePager Bundle Standalone and imported Smartsheet source plans.

About Splitting and Parsing Fields

The OnePager column splitting feature allows you to duplicate task bars when a task in your Smartsheet source plan is assigned to multiple resources (or anything else). Because assignments from Smartsheet often are comma-delimited, this feature enables OnePager to parse the comma-delimited list and create a unique task bar for each instance in the comma-separated list.

Split Resource Names Example

Say you want to use color-codes on task bars/milestone symbols based upon your Smartsheet source plan’s Assigned to column as shown below:

P71-24 5 3-71-(1)-12272021.png

Some of the entries in the Assigned to column consist of multiple, comma-separated items and some tasks only used one resource. Without the column splitting feature, a chart created from these data and assigned task bar/milestone symbol colors based upon the Assigned to column looks like this:

P71-24 5 3-71-(2)-12272021.png

OnePager, in this case, treats the entire string as an individual Assigned to value. To provide more flexibility in displaying task bars that have multiple resources assigned, OnePager supports the concept of a column splitting. This feature recognizes comma-separated values in a designated column and creates a separate task bar for each of the comma-separated values.

Enabling Splitting

To use this feature requires turning ON the feature in the Smartsheet Template Properties form you intend to use to make the chart. The setting must be turned ON before the chart is created so launch OnePager Bundle from the desktop icon, click the NEW button on the OnePager Bundle Start form to access the OnePager choices form, select your Smartsheet source plan, and type in the chart's title as shown here:

P71-24 5 3-71-(2A-1)-12272021.png

When you click the Next> button at the bottom of the form, OnePager accesses the second page of the OnePager choices form shown below:

P71-24 5 3-71-(2A-2)-12272021.png

Clicking the Edit current template button accesses the current Template Properties form. Navigate to the Field Mappings tab on the form, check the Enable splitting on: checkbox to ON and (in this example) select the Assigned To column from the dropdown list provided. The results are shown here:

P71-24 5 3-71-(2A-3)-12272021.png

Click the Save and use button to complete the process and close the current Template Properties form returning you to the second page of the OnePager choices form show above.

Split Resources in the Chart

Clicking the Create new chart button completes the process and creates the chart with the column splitting feature in use. The chart with splitting looks like this:

P71-24 5 3-71-(5)-12272021.png

In the chart with column splitting shown above, there are now several more task bars in the Chart Editor than there were before. The task bar for Plate Movement is now split into two (2) separate task bars, one for each of the two resources assigned. The task bar for Centrifugal Barrier is now split into three (3) separate task bars, one for each of the three resources that were assigned to this task in the Smartsheet source plan. Each of the resources has a unique color assigned. Each of the resources appears by itself in the Legend. The Legend title shows the column name that is used for splitting the columns.

With this feature, you can use column splitting just like any other column by using the dropdowns in the Template Properties form or Chart Properties form to assign colors, highlight task bars and milestone symbols, and to define and label rows and swimlanes.

Splitting Resources and Task Links

When task bars with Data-Driven or manual Task Links are split, the Task Links (Data-Driven and manual) are not shown. Further, the Task Links that are now hidden and do not have entries in the Where are My Links? form.

Related Links

Templates versus Charts 4.0.1.3-72

Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-72

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

Template Only Features for OnePager Pro 24.1.1-72

Template Only Features for OnePager Express 24.2.1-72

Template Only Features for Primavera P6 Source Plans in OnePager 24.2.2-72

Template Only Features for Smartsheet Source Plans in OnePager 24.2.3-72

Splitting and Parsing Fields for OnePager Pro 24.4.1-72

Splitting and Parsing Fields for OnePager Express 24.5.1-72

Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager 24.5.2-72

(24.5.3-72)

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