Difference between revisions of "TEMPxx"

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(Created page with "==About Merging the Wrong Tasks into a Chart== 1) OnePager Pro ('''OPP''') can consistently create snapshots from period to period with '''updated''' information from a Micro...")
 
(→‎Floating Time Axis Displays and Re-Ordering)
 
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==About Merging the Wrong Tasks into a Chart==
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==Overview==
  
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1) OnePager Pro ('''OPP''') can consistently create snapshots from period to period with '''updated''' information from a Microsoft Project '''source plan'''.  
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1) OnePager Express has the capability to manually '''re-order''' the '''Time Axis Levels''' shown in the chart very easily.
  
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2) The tasks that are presented to OnePager in '''UPDATE''' mode should be the same set of tasks with, perhaps, some '''added or removed''' as the project moves toward completion.  
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2) The '''Time Axis Re-Ordering''' capability is available in the '''Template Properties''' and '''Chart Properties''' form's '''Time Axis''' tab's '''Top, Middle, and Bottom''' sub-tabs.
  
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===Adding a Task ID Field to Your Microsoft Excel Source Plan===
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===Re-Ordering Example===
  
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3) OnePager Pro tracks tasks from snapshot to snapshot though the Microsoft Project '''UniqueID''' field in the '''source plan'''. 
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3) Given the chart below where the '''Top''', '''Middle''', and '''Bottom Time Axis Levels '''in Year, Quarter, and Month are ordered from '''top''' to '''bottom''', you can '''exchange '''the '''Middle Level''' with the '''Top Level''' by clicking the '''up arrow '''in the '''Re-Order Levels''' control group in the '''Chart Properties ''' form shown below:
  
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4) There is no such field intrinsically provided by Microsoft Excel so we strongly recommend that you add a column to your Microsoft Excel '''source plans''' that fulfills this purpose typically as the first '''source plan'''column as shown below:
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<center>[[File:X70-22_3_6-70-(1)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(1)-11182020.png></center>
  
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<center>[[File:X70-7_12_1-70-(1)-08232019.png]]</center>
 
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<center>X70-7_12_1-70-(1)-08232019.png</center>
 
  
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5) In the illustration above, a '''Task ID''' column is added to the Microsoft Excel '''source plan''' and becomes included in the '''.xls file'''.  The '''Task ID''' field and its associated values are:
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4) When you click the '''Apply''' or '''OK '''button in the '''Chart Properties '''form the '''Top''' and '''Middle Levels '''are '''exchanged''' as shown here:
  
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:a) Automatically '''imported''' by OnePager Express with other task related data.  
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<center>[[File:X70-22_3_6-70-(2)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(12)-11182020.png></center>
  
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:b) Used by OnePager Express  to match tasks  from one snapshot with '''Updated''' '''source plan''' data '''imported''' to either '''replace''' the snapshot or to '''add''' a snapshot consistent with previous snapshots.  
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5) This is a useful shortcut when you want to make the '''exchange''' quickly without going through the process of manually accessing each '''Time Axis Levels '''involved and manually changing the '''Tic unit '''and '''Label format '''setting in each '''Time Axis Level''' participating in the '''exchange'''.
  
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:c) Recognized by OnePager Express as the '''Unique id''' that is displayed in the second page of the '''OnePager choices''' ('''OPC''') form for the '''source plan''' as shown below:
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==Re-Ordering Time Axis Levels ==
  
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<center>[[File:X70-7_12_1-70-(2)-08232019.png]]</center>
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===Top and Bottom Time Axis Displays in the Chart===
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<center>X70-7_12_1-70-(2)-08232019.png</center>
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:d) The '''imported Unique id''' is also displayed in the '''Chart Properties''' form's '''Field Mappings''' tab for your convenience but '''disabled''' as shown here:
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1) The chart can display '''Time Axis Levels''' at either the '''top''', '''bottom, '''or in both positions in the chart. 
  
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<center>[[File:X70-7_12_1-70-(3)-08232019.png]]</center>
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2) This is controlled in the '''Chart Properties '''form at the '''Time Axis '''tab’s '''Calendar '''sub-tab in the '''Formatting & Layout '''control group as shown below:
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<center>X70-7_12_1-70-(3)-08232019.png</center>
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e) Finally, OnePager Express distributed '''Templates''' assume that your '''Unique id''' is going to be specified in your Microsoft Excel '''source plan''' as '''Task ID''' and the '''Template''' form's '''Field Mappings''' tab is set up with '''Task ID''' as the default setting. You have to option to change the setting of the '''Unique id''' field as shown below:
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<center>[[File:X70-22_3_6-70-(3)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(3)-11182020.png></center>
  
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<center>[[File:X70-7_12_1-70-(4)-08232019.png]]</center>
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3) Identical controls for '''Time Axis Location''' are provided in the '''Template Properties '''form '''Time Axis '''tab '''Calendar '''sub-tab.
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<center>X70-7_12_1-70-(4)-08232019.png</center>
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6) For more information pertaining to '''Unique id''', its significance in Microsoft Excel '''source plans''', and their role within OnePager Express, please see the reference links provided in the related links section at the end of this article.
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4) If the '''Time Axis '''is being '''located''' at both the '''top''' and '''bottom''' of the chart, OnePager Express performs the '''exchange '''automatically for both '''Time Axis '''displays.
  
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===Setting Your Warning Thresholds===
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5) The chart below '''locates''' the '''Time Axis '''at both the '''Top '''and '''Bottom '''of the chart:
  
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6) Sometimes you can make the mistake of accidentally '''updating''' a chart with tasks from the wrong Microsoft Excel '''source plan'''.   Or with the wrong set of tasks from the right Microsoft Excel '''source plan''' if you are making several charts from the same Microsoft Excel '''source plan''' using several '''Flag''' fields.  
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<center>[[File:X70-22_3_6-70-(4)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(4)-11182020.png></center>
  
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:a) When either of these situations arise, OnePager detects them by using the '''Unique id''' field from the '''source plan''' to determine if '''additional''' tasks are being '''imported''' or if tasks are '''missing''' from the '''imported source plan''' supporting the '''update'''.
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6) If we use the '''Re-Order Levels''' control group in the '''Chart Properties '''form '''Time Axis '''tab’s '''Top Level '''sub-tab to '''exchange '''the '''Top Level '''with the '''Middle Level''', the two '''Time Axis '''displays in the chart above look like this''':'''
  
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:b) '''Additional or missing''' tasks can cause the chart to suddenly appear '''messed up''' because it now displays many '''added new''' tasks that reside in many new '''rows and swimlanes'''. Even the earlier snapshots are affected by these new '''rows and swimlanes'''.  A similar '''messed up''' chart can result from '''missing''' tasks.
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<center>[[File:X70-22_3_6-70-(5)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(5)-11182020.png></center>
  
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:c) When this happens, the best idea is to immediately press the '''Undo''' button above the OnePager ribbon.  This action immediately restores the chart to how it was before all the unfamiliar tasks were '''merged'''.  
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7) Comparing the two illustrations above it is shown that the Year and Quarter '''Time Axis Tic Units''' in their respective '''Time Axis Levels''' are '''exchanged'''.
  
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:d) Or you can simply '''close''' the '''messed up''' chart without '''saving''' it.  When you reopen it, the erroneous '''update''' is gone.
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===Floating Time Axis Displays and Re-Ordering===
  
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7) To avoid this problem in the first place, OnePager can '''warn''' you before the '''wrong''' tasks are '''imported''' into the chart.  
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8) If '''Floating Time Axes '''are '''located''' within the chart and the '''Floating Time Axis Levels''' are consistent with the '''Time Axis Level exchange '''being performed, OnePager Express makes appropriate '''exchanges '''for the '''Floating Time Axes''' as well.
  
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8) To receive this '''warning''', there is a checkbox in the '''Chart Properties''' form's '''Advanced''' tab that when checked assures that the '''Warning''' message shown below is displayed.   
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9) Using the example above, three '''Floating Time Axes '''can be easily added to the original chart display.   
  
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9) The '''Chart Properties''' form's '''Advanced''' tab with the '''Set warning thresholds''' form is shown here:
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10) For illustrative purposes the '''Floating Time Axes '''added to the chart are in '''Top Level '''to '''Bottom Level '''order although the '''Floating Time Axis '''order in the chart is immaterial to the example. 
  
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<center>[[File:X70-7_12_1-70-(5)-08232019.png]]</center>
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11) The sample chart looks like this:
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<center>X70-7_12_1-70-(5)-08232019.png</center>
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:a) The settings in the '''Set warning thresholds''' form are expressed in terms of percentage of '''extra tasks added''' and '''tasks that are missing'''.
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<center>[[File:X70-22_3_6-70-(6-1)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(6-1)-11182020.png></center>
  
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:b) If, during a '''merge''' operation these thresholds are exceeded, the warning message is displayed.
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12) If we use the '''Re-Order Levels''' control group in the '''Chart Properties '''form '''Time Axis '''tab’s '''Top Level '''sub-tab to again '''exchange '''the '''Top Level '''with the '''Middle Level''', the two '''Time Axis '''displays in the chart above with the '''Floating Time Axes '''look like this:
  
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7) You also have the option to set the '''warning thresholds''' in the '''Template''' form's '''Advanced''' tab.
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<center>[[File:X70-22_3_6-70-(7-1)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(7-1)-11182020.png></center>
  
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8) See the articles at:
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13) Comparing the pair of illustrations above with the '''Floating Time Axes''', it is shown that the Year and Quarter '''Time Axis Tic Units''' in their respective '''Time Axis Levels''' and '''Floating Time Axis Levels '''are '''exchanged'''.
  
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:a) [[Template Only Features for Version 7.0 (OnePager Express)#Advanced Template Tab | Template Only Features-OnePager Express-Advanced Template Tab]] 24.1.1-70
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14) For more information on the '''Floating Time Axis''', please see the article at:  [[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]]. 22.3.10-70
  
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:b) [[Advanced Tab for OnePager Pro for Version 7.0#Warn Of Merging Tasks | Advanced Tab for OnePager Pro-Warn Of Merging Tasks]] 21.13.1-70.
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15) Where the '''Floating Time Axes located''' in the chart do not correspond exactly to those '''Time Axis Levels located '''in the '''Top''' and/or''' Bottom Time Axis locations''', OnePager Express performs the '''Time Axis Level exchange''' if the '''Floating Time Axis '''has at least one of the corresponding '''Time Axis Levels''' as illustrated below.
  
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==Warn of merging tasks==
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16) Suppose the '''Time Axes '''and '''Floating Time Axes '''are configured and '''located '''as shown below where the '''Floating Time Axes '''consist only of Quarters and Months:
  
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===About Merging Tasks===
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<center>[[File:X70-22_3_6-70-(8)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(8)-11182020.png></center>
  
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====Setting Warning Thresholds====
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17) Performing the '''Time Axis Level re-ordering''' used in the previous examples (i.e., '''Exchanging '''the '''Top Time Axis Level '''with the '''Middle Time Axis Level'''), produces this result in the chart:
  
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1) The '''Advanced''' tab of the '''Chart Properties''' form has a checkbox titled '''Warn of merging tasks''' as shown in the previous section. This checkbox is accompanied by the '''Warning options''' button to the right.
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<center>[[File:X70-22_3_6-70-(9)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(9)-11182020.png></center>
  
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2) When this checkbox is checked '''On''', the button is active and when the '''Warning options''' button is clicked it accesses the '''Set warning thresholds''' form where you can set the '''percentage of extra and missing tasks''' necessary to provide you with the '''Warning''' message discussed below.  
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18) The result above is that the '''Floating Time Axis Top Level '''is '''exchanged '''with the '''Floating Time Axis Middle Level''' as expected.
  
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<center>[[File:P70-7_11_1-70-(2)-08212019.png]]</center>
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19) However, since only the '''Middle '''and '''Bottom Floating Time Axes''' were inserted into the chart, the '''exchange''' only shows the Year replacing the Quarters in the '''Floating Time Axis location'''.
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<center>P70-7_11_1-70-(2)-08212019.png</center>
+
  
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:a) '''Extra tasks''' are tasks that are present in the current '''source plan''' but were not present in the original '''source plan'''.  
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20) Since there can be several single or sets of '''Floating Time Axes located''' in the chart, '''exchanges''' of '''Levels''' are consistent depending on the '''Levels''' incorporated into the displayed '''Floating Time Axes'''.
  
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:b) '''Missing tasks''' are tasks that were present in the original '''source plan''' but are not present in the current '''source plan'''.
+
21) For more information on the '''Floating Time Axis''', please see the article at:  [[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]]. 22.3.10-70
  
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:c) Setting these percentages to 100% has the impact of turning the '''fixes and warnings off'''.
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==Other Related Features==
  
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:d) Setting the percentages to 0% provides an assurance that '''any extra or missing tasks''' triggers the '''fixes and warnings'''.
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===Re-Ordering Time Axis Levels in the Template Form===
  
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====When Merging Tasks Exceed the Thresholds====
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1) The '''Re-Order Levels''' control group shown in the '''Chart Properties '''form examples above is also available in the '''Template Properties '''form at the '''Time Axis '''tab’s '''Top''', '''Middle''', and '''Bottom Time Axis Levels''': 
  
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3) When the '''Warn on merging tasks''' checkbox is checked '''On''' and your workflow involves '''merging''' tasks, OnePager looks to see if '''extra tasks''' are being '''imported''' or if '''missing tasks''' are '''not being imported''' when '''updating''' a snapshot.
+
<center>[[File:X70-22_3_6-70-(10)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(10)-11182020.png></center>
  
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4) After making the calculation, OnePager shows a '''Warning''' form asking if you want to proceed with the '''update''', '''cancel the update''', or '''try to fix''' tasks that have been misidentified.
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2) Making '''exchanges''' in the '''Template Properties '''form applies these '''exchanges''' to any '''Chart Properties '''and chart created with the modified '''Template Properties '''form.
  
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===Warning Message Form===
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3) It is important to remember when making '''edits''' to the '''Template Properties '''form that the form must be '''saved''' before it can be used successfully to create a chart and/or snapshots with the '''Template Properties '''form’s '''edits applied'''.
  
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5) The '''Warning''' message also gives you access to the '''See Extra and Missing Tasks''' form, shown below, so you can actually see the extra and missing tasks and make a fix, if possible.
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4) For more information on the '''Template Properties '''form, please see the article at:  [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]]. 24.0.1-70
  
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6) OnePager is configured to issue the warning shown below if either of the thresholds in the '''Set warning thresholds''' form are exceeded.  In this example, the threshold is exceeded because either 45% of the imported tasks are extra or 45% of the existing tasks are missing:
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===Re-Ordering Time Axis Levels in Chart Properties Forms Converted into Template Forms===
  
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<center>[[File:P70-7_11_1-70-(3)-08212019.png]]</center>
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5) Conversely, if any '''Chart Properties '''form with '''exchanged Time Axis Levels '''is made into a '''Template Properties '''form and '''saved''', subsequent use of the '''saved''' '''Template Properties '''form utilizes the '''exchanged Time Axis Levels '''in charts and snapshots produced under the modified '''Template Properties '''form.
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<center>P70-7_11_1-70-(3)-08212019.png</center>
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7) At this point you have three options:
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<center>[[File:X70-22_3_6-70-(11)-11182020.png]]</center>
 +
<center><X70-22_3_6-70-(11)-11182020.png></center>
  
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:(1) Click the '''Continue import''' button to proceed with the '''import'''. 
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6) For more information on '''Making a template from a chart''', please see this section in the article at: [[Managing the Current Template for Version 7.0#Making a Template from a Chart | Managing the Current Template - Making a Template from a Chart]]. 24.6.1-70
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::a) By doing so you are accepting the differences between the '''current''' chart and the '''imported''' data that are about to '''update''' the chart. 
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::b) This can lead to both new rows and blank rows in the snapshot.
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:(2)  Click the '''See and fix it''' button to take a look at the specific '''extra and missing''' tasks before deciding to whether to continue or not. 
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::a) You can sometimes also fix the issue if you notice that an '''extra''' task is actually a '''missing''' task in disguise. 
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::b) In that case, you can tell OnePager to map a '''missing''' task to the '''extra''' task. 
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::c) These actions are explained in the '''See Extra and Missing Tasks''' form discussed below.
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:(3) As the final option, you can click the '''Cancel import''' button to '''close''' the message form above and stop the '''import''' process.
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===Continuing to Import Regardless of Extra or Missing Tasks===
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8) Clicking the '''Continue import''' button tells OnePager to proceed with the '''import''' and disregard any differences between the set of '''current''' tasks in the chart and the '''set of selected''' tasks in the '''source plan''' being '''imported'''. 
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:a) At the end of the '''import''' operation, you have an '''updated''' snapshot that was either '''added''' to the snapshot list or '''replaced'''. 
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:b) You can expect to see some new rows containing the '''extra''' tasks and some '''empty''' rows corresponding to the '''missing''' tasks.
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:c) The latter can be automatically hidden if you have chosen the option '''Hide newly-empty rows on import''' on the '''Advanced''' tab page of the '''Chart Properties''' form. 
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:d) See section in this article: [[Advanced Tab for OnePager Pro for Version 7.0#Hiding Empty Rows | Hiding Empty Rows]] 21.13.1-70 for more information.
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===Using the See Extra and Missing Tasks Form===
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9)  Clicking the '''See and fix it''' button in the '''message form''' accesses the '''See Extra and Missing Tasks''' form that lists the '''extra''' and '''missing tasks''' in two grids as shown below. 
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:a) Usually a '''missing''' task is just an existing task in the chart that is not in the '''current import set''' because you decided you did not want to '''Flag''' it for '''import'''. 
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:b) Likewise, an '''extra''' task is usually just a task in the '''import set''' that you had not '''Flagged''' previously but now want to include. 
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:c) In these cases, there’s nothing to worry about, and you can safely ignore the rest of the discussion below. 
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10) There’s also the case in which you have accidentally started an '''update''' using the wrong '''source plan''' or the wrong '''Flag''' field. 
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:a) To continue can give you a '''big, unpleasant surprise!''' There can be lots of tasks that lost all of their '''formatting'''. 
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:b) If the '''See Extra and Missing Tasks''' form shows lots of '''extra''' and '''missing''' tasks that don’t seem to belong together in the same chart, you probably need to '''cancel''' the '''update''' so that you can go back and choose the correct tasks to perform the '''update''' correctly.
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11) However, there are cases in which an '''extra''' task is actually a '''missing''' task that is misidentified because its '''ID''' has changed in the '''source plan''' between when the chart was '''first''' created and the '''current moment''' when '''source plan''' data are being used to make the '''update'''.
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:a) When this happens, you are able to recognize the '''missing''' task that is really just the '''extra''' task with a different '''ID'''.
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:b) In this situation, you almost always want the '''extra''' task to inherit all the properties of the '''missing''' task so that it retains the right formatting ('''color, shape, row assignment, and so on''').
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:c) You can do this by '''mapping''' these two tasks to each other. 
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:d) If you see an '''extra''' task and then find a '''missing''' task that you recognize to be the same task but with a different '''ID''', use the '''Map''' button in the form below to '''map''' the '''extra''' task to its corresponding '''missing''' task.
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<center>[[File:P70-7_11_1-70-(4-1)-08232019.png]]</center>
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<center>P70-7_11_1-70-(4-1)-08232019.png</center>
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12) The form above has two grids ('''Extra Tasks''' and '''Missing Tasks'''), each of which has four columns.
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:a) The left-most column is a row header for '''selecting a grid row'''.
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:b) The '''ID''' column contains the '''unique identifier''' for the '''extra''' or '''missing''' tasks.
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:c)  The '''Task name''' column contains the task's name.
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:d) The right-most column displays check marks for both members of a mapped pair.
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13) When the '''vertical scroll bar''' is present in the form it means there are more entries in the grid than displayed in the form's '''Extra''' or '''Missing Tasks''' window.
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14) For convenience, clicking the '''column headers''' for the '''ID''' and '''Task name''' columns reverses the '''sort sequence''' for the column and it's associated grid rows.
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15) To '''map an extra''' task to the '''missing''' task that goes with it, follow these steps:
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:a) Use your mouse to select one task from the''' Extra Tasks''' grid row by clicking the '''extra task’s''' select cell.
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:b) Then go to the '''Missing Tasks''' grid row and click the select cell of the '''missing''' task that goes with '''extra''' task.
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:c) Once two rows are selected, the '''Map''' button is enabled.  Click the '''Map''' button to '''map''' the two tasks to each other.  Notice that check marks now appear in the '''Mapped''' column for both grid rows.
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:d) Also notice that the name of the button changes from '''Map''' to '''Unmap''', indicating that you can change your mind and '''remove the mapping''' you just created.
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:e) You can repeat the procedure above as many times as needed provided there are pairs of tasks available in the '''Extra Tasks''' grid rows and '''Missing Tasks''' grid rows.  After matching a pair and clicking the '''Map''' button, when you select the second task in the next pair notice that the button labeled '''Unmap''' is relabeled to '''Map''' thus '''enabling''' the '''mapping''' function once more.
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:f) To review all your '''mappings''', select any '''mapped''' task in either grid.  Notice that its paired task in the other grid is automatically selected and that the '''Unmap''' button is now '''enabled'''. This lets you see what is '''mapped''' to what and to '''remove mappings''' that should not be there.
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:g) When you are satisfied with all the '''mappings''' between '''extra''' and '''missing''' tasks, associated '''missing''' tasks, click the '''Done''' button to confirm and go back to the '''Warning message''' form where the process started.
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16) When you finished this '''matching process''' and returned to the '''Warning message''' form, click one of the three buttons as described below:
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:a) Clicking the '''Continue import''' button tells OnePager to proceed with the remaining '''import''' process and use any '''matched missing and extra''' tasks/milestones to preserve formatting.
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:b) Clicking the '''Cancel import''' button stops the '''import''' process and returns you to where you started the '''update''' process (i.e. chart or '''Start form''').
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:c) Clicking the '''See and Fix It''' button takes you back to the '''See Extra and Missing Tasks''' form so that you can '''review, add, or remove mappings'''.
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===Note===
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17) During an '''import and update''', OnePager can find '''extra''' tasks and '''no missing''' tasks.  Or it can find '''missing''' tasks and '''no extra''' tasks. 
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:a) In these situations, the '''Warning message''' is still displayed and the option to click the '''See and fix it''' button is still available. 
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:b) However, there is no way to fix anything because one of grids in the '''See Extra and Missing Tasks''' form is empty. 
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18) When you view the '''See Extra and Missing Tasks''' form in such situations, it shows you the '''extra or missing''' tasks, but it does not instruct you to '''map''' anything.  In this case, the form is for informational purposes only.
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<center>[[File:P70-7_11_1-70-(5-1)-08232019.png]]</center>
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<center>P70-7_11_1-70-(5-1)-08232019.png</center>
+
  
 
==Related Links==
 
==Related Links==
  
−
[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] 7.0.1-70
+
[[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]] 22.3.10-70
  
−
[[Advanced Tab for OnePager Pro for Version 7.0 | Advanced Tab for OnePager Pro]] 21.13.1-70
+
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70
  
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[[Template Only Features for Version 7.0 (OnePager Pro) | Template Only Features-OnePager Pro]] 24.1.1-70
+
[[Managing the Current Template for Version 7.0 | Managing the Current Template]] 24.6.1-70
  
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===OnePager Blog Posts===
+
(22.3.6-70)
−
 
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[https://www.onepager.com/community/blog/whats-a-unique-id-and-why-should-i-care/ What’s a Unique ID and Why Should I Care?]
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[https://www.onepager.com/community/blog/unique-ids-in-microsoft-project/ Unique IDs in Microsoft Project]
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[https://www.onepager.com/community/blog/unique-ids-in-project-online-and-project-server/ Unique IDs in Project Online and Project Server]
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[https://www.onepager.com/community/blog/unique-ids-in-excel/ Unique IDs in Excel]
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(7.11.1-70)
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[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:Basic Workflows]]
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[[Category:OnePager Express]]
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[[Category:Templates]]
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[[Category:Editing the Chart]]
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[[Category:Chart Properties Form]]
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[[Category:Charts]]
 
[[Category:Charts]]
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[[Category:Editing the Chart]]
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[[Category:Time Axis]]
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[[Category:Task/Milestone Editing]]
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[[Category:Time Axis Tab]]
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[[Category:OnePager Pro]]
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[[Category:Floating Time Axis]]
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[[Category:Color Palettes]]
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[[Category:Snapshots]]
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[[Category:Template]]
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[[Category:Chart Properties]]

Latest revision as of 19:39, 19 November 2020

Overview

1) OnePager Express has the capability to manually re-order the Time Axis Levels shown in the chart very easily.

2) The Time Axis Re-Ordering capability is available in the Template Properties and Chart Properties form's Time Axis tab's Top, Middle, and Bottom sub-tabs.

Re-Ordering Example

3) Given the chart below where the Top, Middle, and Bottom Time Axis Levels in Year, Quarter, and Month are ordered from top to bottom, you can exchange the Middle Level with the Top Level by clicking the up arrow in the Re-Order Levels control group in the Chart Properties form shown below:

X70-22 3 6-70-(1)-11182020.png
<X70-22_3_6-70-(1)-11182020.png>


4) When you click the Apply or OK button in the Chart Properties form the Top and Middle Levels are exchanged as shown here:

X70-22 3 6-70-(2)-11182020.png
<X70-22_3_6-70-(12)-11182020.png>

5) This is a useful shortcut when you want to make the exchange quickly without going through the process of manually accessing each Time Axis Levels involved and manually changing the Tic unit and Label format setting in each Time Axis Level participating in the exchange.

Re-Ordering Time Axis Levels

Top and Bottom Time Axis Displays in the Chart

1) The chart can display Time Axis Levels at either the top, bottom, or in both positions in the chart.

2) This is controlled in the Chart Properties form at the Time Axis tab’s Calendar sub-tab in the Formatting & Layout control group as shown below:

X70-22 3 6-70-(3)-11182020.png
<X70-22_3_6-70-(3)-11182020.png>

3) Identical controls for Time Axis Location are provided in the Template Properties form Time Axis tab Calendar sub-tab.

4) If the Time Axis is being located at both the top and bottom of the chart, OnePager Express performs the exchange automatically for both Time Axis displays.

5) The chart below locates the Time Axis at both the Top and Bottom of the chart:

X70-22 3 6-70-(4)-11182020.png
<X70-22_3_6-70-(4)-11182020.png>

6) If we use the Re-Order Levels control group in the Chart Properties form Time Axis tab’s Top Level sub-tab to exchange the Top Level with the Middle Level, the two Time Axis displays in the chart above look like this:

X70-22 3 6-70-(5)-11182020.png
<X70-22_3_6-70-(5)-11182020.png>

7) Comparing the two illustrations above it is shown that the Year and Quarter Time Axis Tic Units in their respective Time Axis Levels are exchanged.

Floating Time Axis Displays and Re-Ordering

8) If Floating Time Axes are located within the chart and the Floating Time Axis Levels are consistent with the Time Axis Level exchange being performed, OnePager Express makes appropriate exchanges for the Floating Time Axes as well.

9) Using the example above, three Floating Time Axes can be easily added to the original chart display.

10) For illustrative purposes the Floating Time Axes added to the chart are in Top Level to Bottom Level order although the Floating Time Axis order in the chart is immaterial to the example.

11) The sample chart looks like this:

X70-22 3 6-70-(6-1)-11182020.png
<X70-22_3_6-70-(6-1)-11182020.png>

12) If we use the Re-Order Levels control group in the Chart Properties form Time Axis tab’s Top Level sub-tab to again exchange the Top Level with the Middle Level, the two Time Axis displays in the chart above with the Floating Time Axes look like this:

X70-22 3 6-70-(7-1)-11182020.png
<X70-22_3_6-70-(7-1)-11182020.png>

13) Comparing the pair of illustrations above with the Floating Time Axes, it is shown that the Year and Quarter Time Axis Tic Units in their respective Time Axis Levels and Floating Time Axis Levels are exchanged.

14) For more information on the Floating Time Axis, please see the article at: The Floating Time Axis Feature for OnePager Express. 22.3.10-70

15) Where the Floating Time Axes located in the chart do not correspond exactly to those Time Axis Levels located in the Top and/or Bottom Time Axis locations, OnePager Express performs the Time Axis Level exchange if the Floating Time Axis has at least one of the corresponding Time Axis Levels as illustrated below.

16) Suppose the Time Axes and Floating Time Axes are configured and located as shown below where the Floating Time Axes consist only of Quarters and Months:

X70-22 3 6-70-(8)-11182020.png
<X70-22_3_6-70-(8)-11182020.png>

17) Performing the Time Axis Level re-ordering used in the previous examples (i.e., Exchanging the Top Time Axis Level with the Middle Time Axis Level), produces this result in the chart:

X70-22 3 6-70-(9)-11182020.png
<X70-22_3_6-70-(9)-11182020.png>

18) The result above is that the Floating Time Axis Top Level is exchanged with the Floating Time Axis Middle Level as expected.

19) However, since only the Middle and Bottom Floating Time Axes were inserted into the chart, the exchange only shows the Year replacing the Quarters in the Floating Time Axis location.

20) Since there can be several single or sets of Floating Time Axes located in the chart, exchanges of Levels are consistent depending on the Levels incorporated into the displayed Floating Time Axes.

21) For more information on the Floating Time Axis, please see the article at: The Floating Time Axis Feature for OnePager Express. 22.3.10-70

Other Related Features

Re-Ordering Time Axis Levels in the Template Form

1) The Re-Order Levels control group shown in the Chart Properties form examples above is also available in the Template Properties form at the Time Axis tab’s Top, Middle, and Bottom Time Axis Levels:

X70-22 3 6-70-(10)-11182020.png
<X70-22_3_6-70-(10)-11182020.png>

2) Making exchanges in the Template Properties form applies these exchanges to any Chart Properties and chart created with the modified Template Properties form.

3) It is important to remember when making edits to the Template Properties form that the form must be saved before it can be used successfully to create a chart and/or snapshots with the Template Properties form’s edits applied.

4) For more information on the Template Properties form, please see the article at: Managing Templates (Portal). 24.0.1-70

Re-Ordering Time Axis Levels in Chart Properties Forms Converted into Template Forms

5) Conversely, if any Chart Properties form with exchanged Time Axis Levels is made into a Template Properties form and saved, subsequent use of the saved Template Properties form utilizes the exchanged Time Axis Levels in charts and snapshots produced under the modified Template Properties form.

X70-22 3 6-70-(11)-11182020.png
<X70-22_3_6-70-(11)-11182020.png>

6) For more information on Making a template from a chart, please see this section in the article at: Managing the Current Template - Making a Template from a Chart. 24.6.1-70

Related Links

The Floating Time Axis Feature for OnePager Express 22.3.10-70

Managing Templates (Portal) 24.0.1-70

Managing the Current Template 24.6.1-70

(22.3.6-70)

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