Difference between revisions of "Splitting and Parsing Columns for Planisware Enterprise Source Plans for Version 7.2"
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Say you want to use '''color-codes''' on task bars/milestone symbols based upon your Planisware Enterprise '''source plan’s Assigned resources''' column as shown below: | Say you want to use '''color-codes''' on task bars/milestone symbols based upon your Planisware Enterprise '''source plan’s Assigned resources''' column as shown below: | ||
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<center>[[File:P72-24_5_7-72-(1)-09282023.png]]</center> | <center>[[File:P72-24_5_7-72-(1)-09282023.png]]</center> | ||
| − | <center>P72-24_5_7-72-(1)-09282023.png</center> | + | <!--<center>P72-24_5_7-72-(1)-09282023.png</center>--> |
Some of the entries in the '''Assigned resources''' column consist of multiple, '''symbols''' 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 resources''' column looks like this: | Some of the entries in the '''Assigned resources''' column consist of multiple, '''symbols''' 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 resources''' column looks like this: | ||
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<center>[[File:P72-24_5_7-72-(2)-09282023.png]]</center> | <center>[[File:P72-24_5_7-72-(2)-09282023.png]]</center> | ||
| − | <center>P72-24_5_7-72-(2)-09282023.png</center> | + | <!--<center>P72-24_5_7-72-(2)-09282023.png</center>--> |
OnePager, in this case, treats the '''group of symbols'' as an individual '''Assigned resources''' 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 '''different symbol''' values in a '''designated column''' and '''creates a separate task bar''' for each of the '''symbol''' values. | OnePager, in this case, treats the '''group of symbols'' as an individual '''Assigned resources''' 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 '''different symbol''' values in a '''designated column''' and '''creates a separate task bar''' for each of the '''symbol''' values. | ||
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To use this feature requires turning '''ON''' the feature in the Planisware Enterprise '''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 Planisware Enterprise '''source plan''', and type in the chart's '''title''' as shown here: | To use this feature requires turning '''ON''' the feature in the Planisware Enterprise '''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 Planisware Enterprise '''source plan''', and type in the chart's '''title''' as shown here: | ||
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<center>[[File:P72-24_5_7-72-(2A)-09282023.png]]</center> | <center>[[File:P72-24_5_7-72-(2A)-09282023.png]]</center> | ||
| − | <center>P72-24_5_7-72-(2A)-09282023.png</center> | + | <!--<center>P72-24_5_7-72-(2A)-09282023.png</center>--> |
When you click the '''Next>''' button at the bottom of the form, OnePager accesses the second page of the '''OnePager choices''' form shown below: | 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>[[File:P72-24_5_7-72-(2B)-09282023.png]]</center> | <center>[[File:P72-24_5_7-72-(2B)-09282023.png]]</center> | ||
| − | <center>P72-24_5_7-72-(2B)-09282023.png</center> | + | <!--<center>P72-24_5_7-72-(2B)-09282023.png</center>--> |
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 resources''' column from the dropdown list provided. The results are shown here: | 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 resources''' column from the dropdown list provided. The results are shown here: | ||
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<center>[[File:P72-24_5_7-72-(2C)-09282023.png]]</center> | <center>[[File:P72-24_5_7-72-(2C)-09282023.png]]</center> | ||
| − | <center>P72-24_5_7-72-(2C)-09282023.png</center> | + | <!--<center>P72-24_5_7-72-(2C)-09282023.png</center>--> |
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. | 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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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: | 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>[[File:P72-24_5_7-72-(5)-09282023.png]]</center> | <center>[[File:P72-24_5_7-72-(5)-09282023.png]]</center> | ||
| − | <center>P72-24_5_7-72-(5)-09282023.png</center> | + | <!--<center>P72-24_5_7-72-(5)-09282023.png</center>--> |
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 '''Planning Phase''' is now '''split into two (2) separate task bars''', one for each of the '''two resources assigned'''. The task bar for '''Project Charter Approval''' is now '''split into two (2) separate task bars''', one for each of the '''two resources''' that were assigned to this task in the Planisware Enterprise '''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'''. | 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 '''Planning Phase''' is now '''split into two (2) separate task bars''', one for each of the '''two resources assigned'''. The task bar for '''Project Charter Approval''' is now '''split into two (2) separate task bars''', one for each of the '''two resources''' that were assigned to this task in the Planisware Enterprise '''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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{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72 | + | | [[Templates versus Charts for Version 7.2 | Templates versus Charts]] <!--4.0.1.3-72--> |
| − | | [[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 | + | | [[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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| − | | [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72 | + | | [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-72--> |
| − | + | | [[Template Only Features for Planisware Enterprise Source Plans in OnePager Version 7.2 | Template Only Features for Planisware Enterprise Source Plans in OnePager]] <!--24.2.7-72--> | |
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| − | | [[Template Only Features for | + | |
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Latest revision as of 21:30, 26 March 2024
Contents
Introduction
This article is focused on using the Column Splitting feature with OnePager Bundle Standalone and imported Planisware Enterprise source plans.
About Splitting and Parsing Fields
The OnePager column splitting feature allows you to duplicate task bars when a task in your Planisware Enterprise source plan is assigned to multiple resources (or anything else). Because assignments from Planisware Enterprise often are displayed in the source plan as separate symbols, this feature enables OnePager to parse the symbols and create a unique task bar for each instance of a different symbol appearing in the list.
You can apply column splitting to other fields in the Planisware Enterprise source plan where the contents of the field are comma-separated. In this article we illustrate column splitting using the Planisware Enterprise Assigned resource column which has symbols appearing in the source plan.
Split Resource Names Example
Say you want to use color-codes on task bars/milestone symbols based upon your Planisware Enterprise source plan’s Assigned resources column as shown below:
-09282023.png)
Some of the entries in the Assigned resources column consist of multiple, symbols 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 resources column looks like this:
-09282023.png)
OnePager, in this case, treats the group of symbols as an individual Assigned resources' 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 different symbol values in a designated column and creates a separate task bar for each of the symbol values.
Enabling Splitting
To use this feature requires turning ON the feature in the Planisware Enterprise 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 Planisware Enterprise source plan, and type in the chart's title as shown here:
-09282023.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:
-09282023.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 resources column from the dropdown list provided. The results are shown here:
-09282023.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:
-09282023.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 Planning Phase is now split into two (2) separate task bars, one for each of the two resources assigned. The task bar for Project Charter Approval is now split into two (2) separate task bars, one for each of the two resources that were assigned to this task in the Planisware Enterprise 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
(24.5.7-72)
