Difference between revisions of "TEMPzz3"

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==About Creating and Managing Virtual Summary Tasks==
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==Managing Background Images==
  
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A '''virtual summary task''' ('''VST''') is a summary task bar created by OnePager that does not exist in Microsoft Project or Excel. It represents the '''start date''' and '''end date''' of two or more constituent task bars or milestone symbols. In this respect the '''VST''' is a OnePager '''summary '''task displayed in the chart.   OnePager computes the '''start and end dates''' of a '''VST''' as its constituent '''task dates''' change from '''snapshot to snapshot'''. It also constructs '''baselines''', '''percent complete bars''', and '''critical path segments''' (One Pager Pro ('''OPP''') only) for task bars being summarized. The illustrations and examples in this article are from OnePager Pro.
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For more information on '''inserting background images''', please see the article at: [[Inserting Background Images for Version 7.0 | Inserting Background Images]] <!--20.1.1-70-->
  
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==Creating and Undoing Virtual Summary Tasks==
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Also, for more information on  '''re-positioning and resizing an inserted background image''', please see the article at: [[Moving and Resizing Images for Version 7.0 | Moving and Resizing Images]] <!--20.2.1-70-->
  
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===Make a Virtual Summary Task===
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Finally, for more information on '''editing the transparency of an inserted background image''' and some other '''editing''' options, please see the article at: [[Adjusting Image Transparency for Version 7.0 | Adjusting Image Transparency]] <!--20.3.1-70-->
  
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To create a '''Virtual Summary Task''' ('''VST'''), follow these steps.
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Once a '''background image''' is '''inserted''' into the '''graph''', you have the controls necessary to mange the '''background image''' with respect to '''deleting, ordering, or changing''' to a different '''image''' as explained below.
  
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:1) Select the '''first''' task bar or milestone symbol.
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===Deleting Background Images===
  
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:2) Use the '''CTL+Left-Click '''method to select the '''second''' (and '''third''', '''fourth''', etc.) constituent task bars and milestone symbols.  Or use the '''Lasso '''method to select the desired task bars or milestone symbols.
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You have the option to '''delete''' a '''background image''' from the '''current snapshot''' or '''all snapshots''' by first right-clicking on the '''background image''' to access the '''background image''' right-click '''context menu''' and then making a selection from the '''Delete''' command and its sub-command as shown in the '''context menu''' below:
  
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:3) Right-click on any of the selected task/milestone symbols to access the '''task bar '''right-click '''context menu''' shown below.
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<center>[[File:P70-20_4_1-70-(1)-10292019.png]]</center>
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<!--<center>P70-20_4_1-70-(1)-10292019.png</center>-->
  
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:4) Click the '''Make into virtual summary task''' command as shown below:
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====From Individual Snapshots====
  
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<center>[[File:P70-18_0_1-70-(1)-09282020.png]]</center>
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You have the option, as noted in the discussion above, to '''delete background images''' from '''individual snapshots'''. To do this requires going to the desired '''snapshot''' and specifically using the '''Delete''' command with the '''From this snapshot''' sub-command to achieve the desired result.   This option works in the same way as '''deleting curtains''' from specific '''snapshots'''. 
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<!--<center>P70-18_0_1-70-(1)-09282020.png</center>-->
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The chart now looks like this:
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For more information on '''Creating and managing curtains''', please see the article at: [[Creating and Managing Curtains for Version 7.1 | Creating and Managing Curtains]] 16.0.1-71
  
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<center>[[File:P70-18_0_1-70-(2)-09282020.png]]</center>
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====From All Snapshots====
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<!--<center>P70-18_0_1-70-(2)-09282020.png</center>-->
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If there are '''Task Links''' associated with the selected task bars their '''Task Links are not shown''' in the resulting '''VST'''.
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You can also '''delete background images''' from '''all snapshots''' in one operation from any snapshot.  To do this '''select''' the '''background image''' to access the '''background image''' right-click '''context menu''', click the '''Delete''' command and the '''From all snapshots''' sub-command.  This option also works the same way as '''deleting curtains''' from '''all snapshots''' and you can use the reference links above for more information.
  
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===Unmake a Virtual Summary Task===
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===Ordering Background Images===
  
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To '''unmake''' the '''VST''', right-click on the '''VST '''to access the '''task bar '''right-click '''context menu''', and click the '''Unmake virtual summary task''' command in the context menu.
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'''Background images''' are always in the '''background''', while task bars/milestone symbols and other visual data represented are in the '''foreground'''.  However, '''background images''' can be '''ordered''' within the '''background Z-Level layer'''.  To control the '''Order''' of a '''background image''', right-click the '''background image''' and select '''Order''' command from the '''background image''' right-click '''context menu'''.
  
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<center>[[File:P70-18_0_1-70-(3)-09282020.png]]</center>
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<center>[[File:P70-20_4_1-70-(2)-10292019.png]]</center>
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<!--<center>P70-18_0_1-70-(3)-09282020.png</center>-->
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<!--<center>P70-20_4_1-70-(2)-10292019.png</center>-->
  
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When a '''VST '''is '''unmade''', any '''Task Links''' associated with the participating selected task bars are '''restored'''.
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The following '''order''' options are available:
  
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==Setting Percent Complete for Virtual Summary Tasks==
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:1) '''Bring to the front'''.  Position the '''background image''' in '''front of all others''' in the '''background layer'''.
  
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Because a '''VST''' is really a collection of several other task bars, it is not always clear how to define its '''percent complete value'''. By '''default''', the '''percent complete''' for a '''VST''' is computed by OnePager so that the '''progress bar''' touches the '''time now line''' even if the '''Time Cursor''' is displayed or not in the chart as shown below:
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:2) '''Send to back'''.   Position the '''background image''' '''behind all others''' in the '''background layer'''.
  
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<center>[[File:P70-18_0_1-70-(4)-09282020.png]]</center>
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:3) '''Bring forward'''.   Incrementally, move the '''background image''' one '''Z-Level''' interval at a time '''forward'''.  This action brings the '''background image''' toward the '''front''' of the '''background layer'''.  This action is not very useful.
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<!--<center>P70-18_0_1-70-(4)-09282020.png</center>-->
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This value cannot always be appropriate because of the positions of the selected task bars with respect to the '''time now vertical line''' (usually the '''snapshot date''').  In some cases there won’t be a '''percent complete''' calculated or in other cases the '''percent complete''' can be illogical.  You can '''override''' this '''default''' and set the '''percent complete''' value manually by using these steps. Right-click the '''VST''' to access the '''task bar '''right-click '''context menu '''and then click the '''Set % complete of virtual summary task''' command shown below:
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:4) '''Send backward'''.  Incrementally, move the '''background image''' one '''Z-Level''' interval at a time '''backward'''.  This action moves the '''background image''' toward the '''back''' of the '''background layer'''.  This action is also not very useful.
  
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<center>[[File:P70-18_0_1-70-(5)-09282020.png]]</center>
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===Change to a Different Background Image===
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<!--<center>P70-18_0_1-70-(5)-09282020.png</center>-->
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Enter the new '''percent complete''' value and click '''OK'''.
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Once you’ve placed a '''background image''' into the '''graph''', you have the option to change the '''background image''' to a different '''background image''' by following these steps.  Right-click on the '''background image''' to access the '''background image''' right-click '''context menu''' as shown above. Click the '''Change to a different image…''' command (as seen in the figure above of the '''context menu''') which accesses the '''Open picture file''' form as shown below:
  
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<center>[[File:P70-18_0_1-70-(6)-09282020.png]]</center>
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<center>[[File:P70-20_4_1-70-(3)-10292019.png]]</center>
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<!--<center>P70-18_0_1-70-(6)-09282020.png</center>-->
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<!--<center>P70-20_4_1-70-(3)-10292019.png</center>-->
  
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After clicking the '''OK''' button, the '''VST''' and its '''percent complete bar''' look like this:
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Alternatively, you can navigate to the folder where the desired '''background image''' is stored.  Select the replacement '''background image''' you want to '''insert''' and click the '''Open''' button.  OnePager '''replaces''' the current '''background image''' in the '''snapshot''' with the '''selected replacement background image''' retaining the '''size''' and '''other properties''' of the former '''background image'''.
  
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<center>[[File:P70-18_0_1-70-(6Z)-09282020.png]]</center>
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<center>[[File:P70-20_4_1-70-(4)-10292019.png]]</center>
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<!--<center>P70-18_0_1-70-(6Z)-09282020.png</center>-->
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<!--<center>P70-20_4_1-70-(4)-10292019.png</center>-->
  
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==Critical Path Segments in Virtual Summary Tasks==
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Normally, as show above, '''inserting''' a '''background image''' places it into '''all snapshots'''.  However, when you purposely '''Change to a different image…''' the '''change''' applies '''only''' to the '''currently snapshot'''.
  
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OnePager Pro consolidates '''critical path segments''' into the '''VST''' from the constituent individual task bars and milestone symbols. This feature is not available in OnePager Express ('''OPX''') because '''OPX''' does not process '''critical path''' information. In the OnePager Pro chart below, there are four (4) task bars that are selected to become part of a '''VST''':
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Other '''snapshots''' with '''background images''' retain the original '''background image'''.
  
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<center>[[File:P70-18_0_1-70-(6A)-09282020.png]]</center>
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===Putting Background Image in all Snapshots===
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<!--<center>P70-18_0_1-70-(6A)-09282020.png</center>-->
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When the '''VST''' is created, the '''VST''' itself looks like this with consolidated '''critical path segments'''.
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To apply the '''background image change''' to '''all snapshots''', right-click on the '''replaced background image''' to access the '''background image''' right-click '''context menu''' shown below and click the '''Put image at all snapshots''' command.   This action '''applies''' the '''changed background image''' to '''all snapshots''':
  
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<center>[[File:P70-18_0_1-70-(6B)-09282020.png]]</center>
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<center>[[File:P70-20_4_1-70-(5)-10292019.png]]</center>
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<!--<center>P70-18_0_1-70-(6B)-09282020.png</center>-->
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<!--<center>P70-20_4_1-70-(5)-10292019.png</center>-->
  
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==Displaying Milestone Symbols on Virtual Summary Tasks==
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==Related Link==
  
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Many users often represent their charts entirely with milestone symbols normally to focus attention to '''start dates''' and '''finish dates''' as shown here with milestone symbols '''represented''' at '''finish dates''':
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[[Creating and Managing Curtains for Version 7.1 | Creating and Managing Curtains]] 16.0.1-71
  
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<center>[[File:P70-18_0_1-70-(6C)-09282020.png]]</center>
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(20.4.1-71)
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<!--<center>P70-18_0_1-70-(6C)-09282020.png</center>-->
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OnePager can represent any '''VST''' configured under circumstances where a '''VST''' is created from '''milestone symbols only''', displays the '''VST''' bar with the collected milestone symbol '''shown on top''' of the bar as illustrated below:
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<center>[[File:P70-18_0_1-70-(7)-09282020.png]]</center>
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<!--<center>P70-18_0_1-70-(7)-09282020.png</center>-->
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To control the use of this feature, a checkbox was added to the '''Chart Properties''' form’s '''Advanced''' tab’s, '''Display options''' control group called '''Overlay VST element''' to turn this feature '''ON''' and '''OFF''' as shown below: 
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<center>[[File:P70-18_0_1-70-(8)-09282020.png]]</center>
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<!--<center>P70-18_0_1-70-(8)-09282020.png</center>-->
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The same checkbox is also available in the '''Template Properties''' form’s '''Advanced''' tab in the same control group to set the feature on for all charts and '''snapshots''' created under that '''Template'''.
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It is strongly recommended that you '''hide''' the '''task bar name labels''' for the task bars or milestone symbols you select to become members of the '''VST'''.  This is because without '''hiding''' the '''task bar name labels''' they will appear '''overlaid''' onto the '''VST''' along with the task bar and/or milestone symbol selected to participate.  This consequence may cause '''task bar name label collisions''' on the '''VST task bar''' that may be unwanted.
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As another example, using the '''BlueGrass...''' chart shown below where the seven (7) original task bars are now represented as milestone symbols at the '''START DATE''' and again '''hide''' the '''task bar name labels''' to better illustrate the result:
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<center>[[File:P70-18_0_1-70-(9)-09282020.png]]</center>
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<!--<center>P70-18_0_1-70-(9)-09282020.png</center>-->
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With the '''Overlay VST elements''' checkbox checked '''ON''', a '''VST''' is created as described in the previous section. The resulting '''VST''' looks like this:
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<center>[[File:P70-18_0_1-70-(10)-09282020.png]]</center>
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<!--<center>P70-18_0_1-70-(10)-09282020.png</center>-->
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If you want to '''move''' the '''VST''' to another '''row''' or '''swimlane''', there are two (2) recommended approaches on how to do this efficiently.
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===First Recommendation===
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If the '''VST''' and milestone symbol configuration is the only thing in the '''row''' or '''swimlane''', it is recommended that the '''move''' be done by making the '''move''' as a '''row''' or '''swimlane move''' versus trying to select the '''VST''' as a task bar and '''move''' the task bar individually. The reason is that the '''overlays of milestone symbols''' are separate graphics from the '''VST''' task bar and do not '''move''' with the '''VST''' task bar.
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===Second Recommendation===
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If the '''VST''' and milestone symbols configuration occupy a '''row''' or '''swimlane''' with other task bars/milestone symbols, we recommend that you '''lasso''' the entire configuration which selects all task bars/milestone symbols and with the selection '''lasso''' active, make the '''move''' up or down for the selected task bars/milestone symbols.
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===Caution===
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The '''Overlay VST elements''' checkbox is intended to be used '''ONLY''' with milestone symbols.  Accordingly, if the '''Overlay VST elements''' checkbox is checked '''ON''' and task bars are being made into a '''VST''' the results may not be appropriate for your needs. Further, making '''Virtual Summary Tasks''' with the '''Overlay VST elements''' checkbox checked '''ON''' also brings the task bars/milestone symbol's '''name labels''' into the '''VST''' which may further complicate the look of the resulting '''VST'''.
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==Task Links and Virtual Summary Tasks (VST)==
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If you are '''creating''' or '''editing''' '''Virtual Summary Tasks''' ('''VST''') that have either '''Data-Driven''' or manual '''Task Links''', it is important to be aware of how those '''Task Links''' appear after the '''creation''' or '''editing''' processes are complete. Any '''Task Links''' associated with the '''VST''' task bar/milestone symbols are '''hidden''' in the resulting '''VST''' representation.
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For more information on the subject of '''Task Links''' and '''Virtual Summary Tasks''', please see this section in the article at: [[Manual Editing of Task Links for OnePager Pro for Version 7.0#Task Links and Virtual Summary Tasks (VST) | Manual Editing of Task Links - Task Links and Virtual Summary Tasks (VST)]] 19.4.1-70
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==Related Links==
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[[Manual Editing of Task Links for OnePager Pro for Version 7.0 | Manual Editing of Task Links]] 19.4.1-70
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[[Template Only Features for Version 7.0 (OnePager Pro) | Template Only Features-OnePager Pro]] 24.1.1-70
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[[Template Only Features for Version 7.0 (OnePager Express) | Template Only Features-OnePager Express]] 24.2.1-70
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[[Advanced Tab for OnePager Pro for Version 7.0 | Advanced Tab]] 21.13.1-70
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(18.0.1-71)
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[[Category:Version 7.1]]
 
[[Category:Version 7.1]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
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[[Category:Virtual Summary Tasks]]
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[[Category:Backgrounds, Images, and Logos]]
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[[Category:Task/Milestone Editing]]
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[[Category:Name Label Collision Avoidance]]
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[[Category:Escape Methods]]
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[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
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[[Category:Templates]]
 
[[Category:Templates]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
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[[Category:Task Links]]
 
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]

Revision as of 16:49, 17 February 2021

Managing Background Images

For more information on inserting background images, please see the article at: Inserting Background Images

Also, for more information on re-positioning and resizing an inserted background image, please see the article at: Moving and Resizing Images

Finally, for more information on editing the transparency of an inserted background image and some other editing options, please see the article at: Adjusting Image Transparency

Once a background image is inserted into the graph, you have the controls necessary to mange the background image with respect to deleting, ordering, or changing to a different image as explained below.

Deleting Background Images

You have the option to delete a background image from the current snapshot or all snapshots by first right-clicking on the background image to access the background image right-click context menu and then making a selection from the Delete command and its sub-command as shown in the context menu below:

P70-20 4 1-70-(1)-10292019.png

From Individual Snapshots

You have the option, as noted in the discussion above, to delete background images from individual snapshots. To do this requires going to the desired snapshot and specifically using the Delete command with the From this snapshot sub-command to achieve the desired result. This option works in the same way as deleting curtains from specific snapshots.

For more information on Creating and managing curtains, please see the article at: Creating and Managing Curtains 16.0.1-71

From All Snapshots

You can also delete background images from all snapshots in one operation from any snapshot. To do this select the background image to access the background image right-click context menu, click the Delete command and the From all snapshots sub-command. This option also works the same way as deleting curtains from all snapshots and you can use the reference links above for more information.

Ordering Background Images

Background images are always in the background, while task bars/milestone symbols and other visual data represented are in the foreground. However, background images can be ordered within the background Z-Level layer. To control the Order of a background image, right-click the background image and select Order command from the background image right-click context menu.

P70-20 4 1-70-(2)-10292019.png

The following order options are available:

1) Bring to the front. Position the background image in front of all others in the background layer.
2) Send to back. Position the background image behind all others in the background layer.
3) Bring forward. Incrementally, move the background image one Z-Level interval at a time forward. This action brings the background image toward the front of the background layer. This action is not very useful.
4) Send backward. Incrementally, move the background image one Z-Level interval at a time backward. This action moves the background image toward the back of the background layer. This action is also not very useful.

Change to a Different Background Image

Once you’ve placed a background image into the graph, you have the option to change the background image to a different background image by following these steps. Right-click on the background image to access the background image right-click context menu as shown above. Click the Change to a different image… command (as seen in the figure above of the context menu) which accesses the Open picture file form as shown below:

P70-20 4 1-70-(3)-10292019.png

Alternatively, you can navigate to the folder where the desired background image is stored. Select the replacement background image you want to insert and click the Open button. OnePager replaces the current background image in the snapshot with the selected replacement background image retaining the size and other properties of the former background image.

P70-20 4 1-70-(4)-10292019.png

Normally, as show above, inserting a background image places it into all snapshots. However, when you purposely Change to a different image… the change applies only to the currently snapshot.

Other snapshots with background images retain the original background image.

Putting Background Image in all Snapshots

To apply the background image change to all snapshots, right-click on the replaced background image to access the background image right-click context menu shown below and click the Put image at all snapshots command. This action applies the changed background image to all snapshots:

P70-20 4 1-70-(5)-10292019.png

Related Link

Creating and Managing Curtains 16.0.1-71

(20.4.1-71)

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