Difference between revisions of "Splitting and Parsing Columns for OnePager Pro for Version 6.0"
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− | ==About Splitting and Parsing | + | ==About Splitting and Parsing Fields== |
− | The '''field splitting''' feature allows you to duplicate tasks when a task in your Microsoft Project plan is assigned to '''multiple resources''' (or anything else). Because assignments from Microsoft Project often are '''comma-delimited''', this feature enables OnePager to parse the '''comma-delimited list''' and create a unique task for each instance in the '''comma-separated''' list. Consider the following example. | + | The '''field splitting''' feature allows you to duplicate tasks when a task in your Microsoft Project '''source plan''' is assigned to '''multiple resources''' (or anything else). |
+ | |||
+ | Because assignments from Microsoft Project often are '''comma-delimited''', this feature enables OnePager to parse the '''comma-delimited list''' and create a unique task for each instance in the '''comma-separated''' list. | ||
+ | |||
+ | Consider the following example. | ||
==Split Resource Names Example== | ==Split Resource Names Example== | ||
− | 1) Say you want to use '''color-codes''' on tasks/milestones based upon your Microsoft Project | + | 1) Say you want to use '''color-codes''' on tasks/milestones based upon your Microsoft Project '''source plan’s Resource Names''' field as shown below: |
<center>[[File:P52-24_4-(1)-06052015.png]]</center> | <center>[[File:P52-24_4-(1)-06052015.png]]</center> | ||
− | 2) Some of the entries in the '''Resource Names''' field consist of multiple, '''comma-separated''' items and some of these are followed by percentages in square brackets. Without the '''field splitting''' feature, | + | 2) Some of the entries in the '''Resource Names''' field consist of multiple, '''comma-separated''' items and some of these are followed by percentages in square brackets. |
+ | |||
+ | 3) Without the '''field splitting''' feature, a project view created from these data and assigned task/milestone '''colors''' based upon the '''Resource Name''' field, we would get this result: | ||
<center>[[File:P52-24_4-(2)-06052015.png]]</center> | <center>[[File:P52-24_4-(2)-06052015.png]]</center> | ||
− | + | 4) OnePager, in this case, treats the entire string as an individual '''Resource Name''' value. | |
+ | |||
+ | :a) To provide more flexibility in displaying tasks that have '''multiple resources''' assigned, OnePager supports the concept of a '''field splitting'''. | ||
+ | |||
+ | :b) This feature recognizes '''comma-separated''' values in a designated field and creates a separate task for each of the '''comma-separated''' values. | ||
==Enabling Splitting== | ==Enabling Splitting== | ||
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To access this feature, click the '''Templates…''' button on the Microsoft Project tool bar and navigate to the '''Field Mappings''' tab page on the '''Template Properties''' form as shown below: | To access this feature, click the '''Templates…''' button on the Microsoft Project tool bar and navigate to the '''Field Mappings''' tab page on the '''Template Properties''' form as shown below: | ||
− | <center>[[File:P60-24_4_1-60-( | + | <center>[[File:P60-24_4_1-60-(3BB)-06052017.png]]</center> |
− | <center>P60-24_4_1-60-( | + | <!--<center>P60-24_4_1-60-(3AA)-03022017.png</center>--> |
− | 1) In the form above, the '''Enable splitting on | + | 1) In the form above, the '''Enable splitting on''' checkbox is checked and the '''Resource Names''' field is identified to participate in the '''field splitting''' process. |
− | 2) After making the above change and while still within the '''Template Properties''' form, navigate to the '''Task Bar''' or '''Milestone''' tab and go to the '''Gantt Bar/Milestone Fill Color''' group of this tab | + | 2) After making the above change and while still within the '''Template Properties''' form, navigate to the '''Task Bar''' or '''Milestone''' tab and go to the '''Gantt Bar/Milestone Fill Color''' group of this tab. Note that the '''Color-code based on''' checkbox is checked and the dropdown window shows that '''Resource Names (Split)''' is set as shown below: |
− | <center>[[File: | + | <center>[[File:P60-24_4_1-60-(1AA)-03022017.png]]</center> |
+ | <!--<center>P60-24_4_1-60-(1AA)-03022017.png</center>--> | ||
− | 3) Next, save the modified | + | 3) Next, save the modified '''Template'''. |
==Split Resources in the Project View== | ==Split Resources in the Project View== | ||
− | 4) Now make a '''NEW''' project view using the modified ''' | + | 4) Now make a '''NEW''' project view using the modified '''Template''' (and splitting of the '''Resource Names''' field). The project view will look as follows: |
<center>[[File:P52-24_4-(5)-06052015.png]]</center> | <center>[[File:P52-24_4-(5)-06052015.png]]</center> | ||
− | 5) Note what | + | 5) Note what happened above. |
+ | |||
+ | :a) There are now several more tasks in the Project View Editor ('''PVE''') than there were before. | ||
− | : | + | :b) The task '''Centrifugal Barrier''' is now split into three separate tasks, one for each of the three resources that was assigned to this Task. |
− | : | + | :c) Each of the resources has a unique '''color''' assigned. |
− | : | + | :d) Each of the resources appears by itself in the '''legend'''. |
− | : | + | :e) The square brackets enclosing the percentage figures (%) are removed from the '''legend'''. |
− | 6) With this feature, you can use | + | 6) With this feature, you can use '''split fields''' just like any other field by using the dropdowns in the '''Template Properties''' form or Project View Properties ('''PVP''') form to assign '''colors, label tasks and milestones, to define/label rows and swimlanes, etc'''. |
(24.4.1-60) | (24.4.1-60) |
Latest revision as of 17:10, 5 June 2017
Contents
About Splitting and Parsing Fields
The field splitting feature allows you to duplicate tasks when a task in your Microsoft Project source plan is assigned to multiple resources (or anything else).
Because assignments from Microsoft Project often are comma-delimited, this feature enables OnePager to parse the comma-delimited list and create a unique task for each instance in the comma-separated list.
Consider the following example.
Split Resource Names Example
1) Say you want to use color-codes on tasks/milestones based upon your Microsoft Project source plan’s Resource Names field as shown below:
2) Some of the entries in the Resource Names field consist of multiple, comma-separated items and some of these are followed by percentages in square brackets.
3) Without the field splitting feature, a project view created from these data and assigned task/milestone colors based upon the Resource Name field, we would get this result:
4) OnePager, in this case, treats the entire string as an individual Resource Name value.
- a) To provide more flexibility in displaying tasks that have multiple resources assigned, OnePager supports the concept of a field splitting.
- b) This feature recognizes comma-separated values in a designated field and creates a separate task for each of the comma-separated values.
Enabling Splitting
To access this feature, click the Templates… button on the Microsoft Project tool bar and navigate to the Field Mappings tab page on the Template Properties form as shown below:
1) In the form above, the Enable splitting on checkbox is checked and the Resource Names field is identified to participate in the field splitting process.
2) After making the above change and while still within the Template Properties form, navigate to the Task Bar or Milestone tab and go to the Gantt Bar/Milestone Fill Color group of this tab. Note that the Color-code based on checkbox is checked and the dropdown window shows that Resource Names (Split) is set as shown below:
3) Next, save the modified Template.
Split Resources in the Project View
4) Now make a NEW project view using the modified Template (and splitting of the Resource Names field). The project view will look as follows:
5) Note what happened above.
- a) There are now several more tasks in the Project View Editor (PVE) than there were before.
- b) The task Centrifugal Barrier is now split into three separate tasks, one for each of the three resources that was assigned to this Task.
- c) Each of the resources has a unique color assigned.
- d) Each of the resources appears by itself in the legend.
- e) The square brackets enclosing the percentage figures (%) are removed from the legend.
6) With this feature, you can use split fields just like any other field by using the dropdowns in the Template Properties form or Project View Properties (PVP) form to assign colors, label tasks and milestones, to define/label rows and swimlanes, etc.
(24.4.1-60)