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| − | =Article in Progress=
| + | At the present time, the '''import''' interface between OnePager Bundle and Project for the Web does not support the '''importation''' of '''comma-separated''' fields from Project for the Web '''source plans'''. |
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| − | ==Introduction==
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| − | This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Project for the Web '''source plans'''.
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| − | ==About Splitting and Parsing Fields==
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| − | The OnePager '''column splitting''' feature allows you to '''duplicate task bars''' when a task in your Project for the Web '''source plan''' is assigned to '''multiple resources''' (or anything else). Because assignments from Project for the Web 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.
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| − | You can apply '''column splitting''' to other fields in the Project for the Web '''source plan''' where the contents of the field are '''comma-separated'''. In this article we illustrate '''column splitting''' using the Project for the Web '''Assigned resource''' column which has '''symbols''' appearing in the '''source plan'''.
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| − | ===Split Resource Names Example===
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| − | Say you want to use '''color-codes''' on task bars/milestone symbols based upon your Project for the Web '''source plan’s Assigned resources''' column as shown below:
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| − | <center>[[File:P72-24_5_7-72-(1)-09282023.png]]</center>
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| − | <center>P72-24_5_7-72-(1)-09282023.png</center>
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| − | <center>[[File:P72-24_5_5-72-(1)-09282023.png]]</center>
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| − | <center>P72-24_5_5-72-(1)-09282023.png</center>
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| − | 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>
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| − | <center>P72-24_5_7-72-(2)-09282023.png</center>
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| − | <center>[[File:P72-24_5_5-72-(2)-09282023.png]]</center>
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| − | <center>P72-24_5_5-72-(2)-09282023.png</center>
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| − | 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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| − | ===Enabling Splitting===
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| − | To use this feature requires turning '''ON''' the feature in the Project for the Web '''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 Project for the Web '''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>
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| − | <center>P72-24_5_7-72-(2A)-09282023.png</center>
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| − | <center>[[File:P72-24_5_5-72-(2A)-09282023.png]]</center>
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| − | <center>P72-24_5_5-72-(2A)-09282023.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>[[File:P72-24_5_7-72-(2B)-09282023.png]]</center>
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| − | <center>P72-24_5_7-72-(2B)-09282023.png</center>
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| − | <center>[[File:P72-24_5_5-72-(2B)-09282023.png]]</center>
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| − | <center>P72-24_5_5-72-(2B)-09282023.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 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>
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| − | <center>P72-24_5_7-72-(2C)-09282023.png</center>
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| − | <center>[[File:P72-24_5_5-72-(2C)-09282023.png]]</center>
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| − | <center>P72-24_5_5-72-(2C)-09282023.png</center>
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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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| − | ===Split Resources in the Chart===
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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>[[File:P72-24_5_7-72-(5)-09282023.png]]</center>
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| − | <center>P72-24_5_7-72-(5)-09282023.png</center>
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| − | <center>[[File:P72-24_5_5-72-(5)-09282023.png]]</center>
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| − | <center>P72-24_5_5-72-(5)-09282023.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 '''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 Project for the Web '''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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| − | 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.
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| | ==Related Links== | | ==Related Links== |
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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
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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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| + | |
| − | | [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72
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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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| − | | [[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
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| − | | [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] 24.4.1-72
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| − | |-
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| − | | [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for OnePager Express]] 24.5.1-72
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| − | | [[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
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| − | |-
| + | |
| − | | [[Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] 24.5.3-72
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| − | | [[Splitting and Parsing Columns for Planisware Enterprise Source Plans for Version 7.2 | Splitting and Parsing Columns for Planisware Enterprise Source Plans]] 24.5.7-72
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| | |- | | |- |
| − | | [[Splitting and Parsing Columns for Project for the Asana in OnePager Version 7.2 | Splitting and Parsing Columns for Asana Source Plans in OnePager]] 24.5.9-72 | + | | [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-72--> |
| − | | [[Splitting and Parsing Columns for Wrike in OnePager Version 7.2 | Splitting and Parsing Columns for Wrike in OnePager]] 24.5.11-72 | + | | [[Template Only Features for Project for the Web Source Plans in OnePager Version 7.2 | Template Only Features for Project for the Web Source Plans in OnePager]] <!--24.2.5-72--> |
| | |} | | |} |
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