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==Introduction to the Baselines Feature in OnePager==
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==Introduction to the Critical Path Feature in OnePager==
  
This article describes OnePager’s '''Baselines''' feature.  The article covers the '''Add-in''' and '''Standalone''' editions of OnePager Pro, OnePager Express, and OnePager 360.  Illustrations used in this article are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager Express and OnePager 360.
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This article describes OnePager’s '''Critical Path''' feature.  The article covers the '''Add-in''' and '''Standalone''' editions of OnePager Pro, and OnePager 360.  Illustrations used in this article are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager 360.
  
==About Editing Baselines==
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==About Editing The Critical Path==
  
'''Baseline property''' displays are driven by the '''baseline start and finish dates imported''' from the Microsoft Project '''source plan'''.  Not every task bar/milestone symbol in a Microsoft Project '''source plan''' has designated '''baseline start and finish dates'''.  A milestone symbols’ '''start and finish dates''' are usually the same. When you need to display '''baseline property''' information, it is essential that the associated data be properly represented in your '''source plan''' before the data are '''imported''' to OnePager.
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A powerful feature of OnePager is the ability to display the '''critical path''' on task bar in the OnePager '''graph''''''Critical Path''' information is generated in your '''source plan''' and made available to OnePager when your '''source plan''' data are '''imported'''. When you '''enable''' the '''critical path''' capability, OnePager displays '''critical path''' information within the displayed task bars. Below is a sample chart with the '''critical path''' feature '''enabled''':
  
==Editing All Task/Milestone Baseline Properties== 
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<center>[[File:P70-10_7_1-(1)-06022020.png]]</center>
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<!--<center>P70-10_7_1-(1)-06022020.png</center>-->
  
All task bars and milestone symbol '''baseline properties''' can be modified without changing the settings in the current '''Template Properties''' form by clicking the '''Chart Properties''' button on the OnePager '''Home''' ribbon tool bar tab in the '''Settings''' group. Next, navigate to either the '''Task Bars''' or '''Milestones''' tab as appropriate and ensure that the '''Baseline markers''' checkbox is checked '''ON''' as shown below:
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==Critical Path Representation==
  
<center>[[File:P70-10_5_1-(1-1)-06022020.png]]</center>
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This feature displays '''critical path segments''' on the top of each task bar showing where the '''source plan's''' '''critical path''' intersects with each task bar on the '''path''' as illustrated above.
<!--<center>P70-10_5_1-(1-1)-06022020.png</center>-->
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Once the '''Baseline markers''' checkbox is checked '''ON''', '''baselines''' can be customized by clicking the '''Baseline Properties''' button which accesses the '''Set baseline properties''' form shown here:
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===Critical Paths in Virtual Summary Tasks===
  
<center>[[File:P70-10_5_1-(2)-06022020.png]]</center>
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The '''critical path segments''' for a '''summary task''' are '''computed''' by finding sub-task bars that are on the '''critical path''' and have no sub-task bars of their own. OnePager then applies the same rule to sub-task bars of sub-task bars, if any. OnePager repeats this search until it examines the entire '''work breakdown structure''' beneath the '''summary task'''.  To determine whether a given sub-task bar is on the '''critical path''', OnePager can use the Microsoft Project '''critical path''' indicator '''Critical''' field in your '''source plan'''. Alternatively, OnePager can use any '''Flag''' or '''Number''' fields in your '''source plan''' as a '''critical path''' indicator. A '''virtual summary task (VST)''' constructed from several individual task bars in the chart with '''critical path segments''' looks like this:
<!--<center>P70-10_5_1-(2)-06022020.png</center>-->
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You can now '''edit''' '''baseline properties''' for task bars/milestone symbols using the '''Set Baseline Properties''' form.
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<center>[[File:P70-10_7_1-(2)-06022020.png]]</center>
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<!--<center>P70-10_7_1-(2)-06022020.png</center>-->
  
===Change Baseline Shape===  
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===Virtual Summary Tasks with Critical Path Segments Turned OFF===
  
The controls for changing the '''shape''' of the '''baseline''' are the same as for task bars/milestone symbols discussed in this article at:  [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] 9.2.1-70
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When a task bar is '''edited''' to not display the '''critical path segment''' and that task bar is included in a Virtual Summary Task ('''VST'''). The task bar with the '''maverick critical path segment''' is '''still represented''' in the '''virtual summary task''' with the '''critical path''' displayed as shown in the two illustrations that follow. Five tasks in the chart before construction in '''Virtual Summary Task''':
  
The '''baseline shapes''' available are the same as for task bars/milestone symbols as shown in the '''Set baseline properties''' form below:
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<center>[[File:P70-10_7_1-(3)-06022020.png]]</center>
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<!--<center>P70-10_7_1-(3)-06022020.png</center>-->
  
<center>[[File:P70-10_5_1-(3)-06022020.png]]</center>
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The constructed '''Virtual Summary Task''' from the five task bars shown above is shown here:
<!--<center>P70-10_5_1-(3)-06022020.png</center>-->
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There are numerous '''baseline''' shapes that can be selected. Use the scroll bar on the right of the dropdown list to make your selection. When the selection is made, either continue to make additional properties changes or click the '''OK''' button to get back to the '''Chart Properties''' form where all '''edits''' are applied.
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<center>[[File:P70-10_7_1-(4)-06022020.png]]</center>
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<!--<center>P70-10_7_1-(4)-06022020.png</center>-->
  
===Change Baseline Fill Pattern===
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Although the chart before the construction of the '''Virtual Summary Task''' shows a '''gap''' in the '''critical path''', nevertheless, the actual '''critical path''' for the constructed '''Virtual Summary Task''' is contiguous.  In effect, '''Virtual Summary Tasks''' are constructed to ignore any '''maverick critical path segment''' that are not displayed in the chart.
  
In a fashion very similar to the way '''fill patterns''' are changed for task bars/milestone symbols, once again access the '''Set baseline properties''' form as before, navigate to the '''Use custom fills''' checkbox, check it '''ON''' to '''enable''' the dropdown, and use the associated dropdown list to make your selection as shown below:
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For more information on '''Virtual Summary Tasks''', please see the article at:  [[Creating and Managing Virtual Summary Tasks for Version 7.1 | Creating and Managing Virtual Summary Tasks]] 18.0.1-71
  
<center>[[File:P70-10_5_1-(4)-06022020.png]]</center>
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==Editing All Task Critical Path Properties== 
<!--<center>P70-10_5_1-(4)-06022020.png</center>-->
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When the selection is made, either continue to make additional properties changes or click the '''OK''' button to get back to the '''Chart Properties''' form where all changes can be applied.
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'''All''' task bar '''critical path properties''' can be '''edited''' without changing the settings in the current '''Template Properties''' form by using these steps.
  
===Change Baseline Height Percentage===
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===Chart Properties Form's Task Bars Tab===
  
The '''Height percentage''' control is located just below the '''Baseline custom shape''' dropdown.  This control, shown above, allows you to change the '''height''' of the '''baseline''' as a percentage of the total '''height''' of the parent task bar/milestone symbol (task and baseline information included). The '''default setting''' is 30 percent (%) and a portion of the chart with '''baselines''' checked '''ON''' looks like this:
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Click the '''Chart Properties''' button on the '''Home''' ribbon tool bar tab in the '''Settings''' group. Next, navigate to either the '''Task Bars''' tab. Ensure that the '''Critical-Path Segments''' checkbox is checked '''ON''' as shown below:
  
<center>'''Baseline Shapes with 30 Percent Height Setting'''</center>
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<center>[[File:P70-10_7_1-(5)-06032020.png]]</center>
<center>[[File:P70-10_5_1-(5)-06022020.png]]</center>
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<!--<center>P70-10_7_1-(5)-06032020.png</center>-->
<!--<center>P70-10_5_1-(5)-06022020.png</center>-->
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Increasing this value makes the '''baseline''' taller (higher) with respect to the task bar/milestone symbol.  To change the value, navigate to the '''Height percentage''' control in the '''Specify how to display baseline properties''' control group of the '''Set baseline properties''' form.  Change the value with the controls provided. If you double the value to 60 percent, for example, the resulting baselines would look like this:
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===Set Critical-Path Properties Form===
  
<center>'''Baseline Shapes with 60 Percent Height Setting'''</center>
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You can control the '''critical-path segments''' property's by clicking the '''Critical Path Properties''' button which accesses the '''Set critical-path properties''' form shown below:
<center>[[File:P70-10_5_1-(6)-06022020.png]]</center>
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<!--<center>P70-10_5_1-(6)-06022020.png</center>-->
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===Change Baseline Transparency===
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<center>[[File:P70-10_7_1-(6)-06032020.png]]</center>
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<!--<center>P70-10_7_1-(6)-06032020.png</center>-->
  
The '''transparency''' control makes the '''baseline less transparent''' (opaque) when the value in the window of the form is '''decreased''' or as shown below where the value is set at its default of 0% (the '''baseline''' is highlighted in orange):
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The default '''Critical-path field''' setting is '''Critical''', that is, the field that OnePager uses to access '''critical path segment''' information from your Microsoft Project '''source plan''' for its '''computations'''. As shown below, you can select from other Microsoft Project '''source plan''' fields that are either '''Boolean''' or '''Numeric''':
  
<center>[[File:P70-10_5_1-(7)-06022020.png]]</center>
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<center>[[File:P70-10_7_1-(7)-06032020.png]]</center>
<!--<center>P70-10_5_1-(7)-06022020.png</center>-->
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<!--<center>P70-10_7_1-(7)-06032020.png</center>-->
  
With this setting for '''transparency''' and '''baseline''' shape '''color''', the chart portion looks like this:
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In the '''Set critical-path properties''' form, you can '''edit''' the '''color''' of the '''critical path segment''' represented in a task bar by clicking the '''Critical-path color''' dropdown button which accesses the standard '''Color Chooser''' form. Additionally, you can adjust the '''height''' of the '''critical-path segment''' within the task bar by '''editing''' the percentage value in the '''Critical-path height''' control of the above form.  The '''Critical-path height''' is a percentage of the total '''task bar height'''.  The default setting is '''20 percent'''. Here is an example of task bar with the '''Critical-path height''' set to 50%:
  
<center>[[File:P70-10_5_1-(8)-06022020.png]]</center>
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<center>[[File:P70-10_7_1-(8)-06032020.png]]</center>
<!--<center>P70-10_5_1-(8)-06022020.png</center>-->
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<!--<center>P70-10_7_1-(8)-06032020.png</center>-->
  
When you need to make the '''baseline shape more transparent''' '''increase''' the percentage value as shown below where the value is '''increased''' to 60%:
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===Import Rules for Source Plan Critical Path Data===
  
<center>[[File:P70-10_5_1-(9)-06022020.png]]</center>
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If you did not previously check the '''Critical-Path Segments''' checkbox '''ON''' in the '''Task Bar''' tab of the '''Chart Properties''' form before '''importing''' your '''source plan''' data to OnePager, you are not able to display the '''critical path segments''' because OnePager did not '''compute''' the '''critical path segments''' when '''importing''' the '''source plan'''.  As discussed above, it is recommended that you turn '''ON''' the '''critical-path segment''' display controls in the '''Template Properties''' form before '''importing''' the '''source plan'''.  However, you can subsequently use the controls above in the '''Chart Properties''' form to display '''critical-path segments''' in follow on snapshots. This is done by checking the '''Critical-Path Segments''' checkbox '''ON''' in the '''Task Bars''' tab of the '''Chart Properties''' form.  With this control checked '''ON''', all subsequent snapshots display '''critical path segments''' depending on the '''source plan''' data '''imported'''.
<!--<center>P70-10_5_1-(9)-06022020.png</center>-->
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With the '''transparency''' for the '''baseline''' set at 60%, the chart portion looks like this:
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===Milestone Symbols And Critical Path Segments Representation===
  
<center>[[File:P70-10_5_1-(10)-06022020.png]]</center>
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OnePager does not support the representation of '''critical-path segments''' for milestone symbols. Accordingly, there are no '''Critical Path Segment Controls''' on the '''Milestone''' tab of the '''Template Properties''' form or the '''Chart Properties''' form which is shown below in the highlighted '''Milestone Symbols Decorations''' control group:
<!--<center>P70-10_5_1-(10)-06022020.png</center>-->
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===Change Baseline Color===
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<center>[[File:P70-10_7_1-(9)-06032020.png]]</center>
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<!--<center>P70-10_7_1-(9)-06032020.png</center>-->
  
You can also make the '''baseline''' any '''color''' different from the parent task bar/milestone symbol as we did above.  To '''edit''' the '''color properties''' of the '''baseline''' follow these steps. Go to the same '''Set baseline properties''' form as described above.  Check the '''Use custom color''' checkbox '''ON'''.  Then, click the dropdown to access to the '''Color Chooser''' form as shown below:
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==Editing Individual Task/Milestone Critical Path Properties==
  
<center>[[File:P70-10_5_1-(11)-06022020.png]]</center>
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The '''default settings''' for displaying '''critical path''' information for individual task bars (milestones do not have '''critical path segments''') can be minimally '''edited''' by using these steps. Select the task bar and right-click to access the '''task bar''' right-click '''context menu''' with the '''Format…''' command, or right-click the '''task bar name label''', or click the '''Format…''' button on the OnePager '''Home''' ribbon tool bar tab after selecting the desired task bar/milestone symbols. Clicking the '''Format...''' button accesses the '''Change Task/Milestone Properties''' form. Now, click the '''Critical Segments''' tab in the '''Change Task/Milestone Properties''' form which looks like this:
<!--<center>P70-10_5_1-(11)-06022020.png</center>-->
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Finally, select a desired '''color''', for example, orange as used above. When the '''color''' is selected, the '''Color Chooser''' form closes and after clicking '''OK''' in the '''Set baseline properties''' form, the chart looks like this:
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<center>[[File:P70-10_7_1-(10)-06032020.png]]</center>
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<!--<center>P70-10_7_1-(10)-06032020.png</center>-->
  
<center>[[File:P70-10_5_1-(12)-06022020.png]]</center>
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The '''Show Critical-Path Segments''' checkbox allows you to turn the '''critical path'''  '''ON''' and '''OFF''' for the selected task bar. Clicking the '''Use Critical-Segments Defaults''' button changes the selected task bar’s '''critical path segment properties''' to the '''critical path''' settings current in the '''Chart Properties''' form. Here is an example of a chart with one task bar’s '''critical path''' turned '''OFF''':
<!--<center>P70-10_5_1-(12)-06022020.png</center>-->
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===Connect Baselines and Actual Task Bars/Milestone Symbols===
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<center>[[File:P70-10_7_1-(11)-06032020.png]]</center>
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<!--<center>P70-10_7_1-(11)-06032020.png</center>-->
  
The '''Connecting Lines''' control group in the '''Set baseline properties''' form tells the OnePager whether you want to connect '''baseline shapes''' to their task bars with a '''line'''.  This control group is shown below with its controls highlighted:
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===Individual Editing of Other Task Bar Critical Path Properties===
  
<center>[[File:P70-10_5_1-70-(11)-09162019.png]]</center>
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There are no controls in the '''Critical Segments''' tab of the '''Change Task/Milestone Properties''' form to '''edit''' other '''critical path properties''' for an individually selected task bars such as '''critical-path field''', '''color''', and '''critical-path height'''.
<!--<center>P70-10_5_1-70-(11)-09162019.png</center>-->
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Check the '''Connect baselines and actuals''' checkbox '''ON''' to '''enable''' the control group and apply the '''default baseline connection''' settings. To change the '''color''' of the '''connecting line''', check the '''Use custom color''' checkbox '''ON'''.  Then, click the '''color''' window dropdown button to access the standard '''Color Chooser''' form.  Making a selection changes the '''color''' of the '''connecting line'''.  If you do not check this checkbox '''ON''', OnePager uses the '''color''' of the task bar/milestone symbol as the '''color''' of the '''connecting line''' segments.
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===Critical Path Segments and Milestone Symbols===
  
To change the '''type of line segment''' ('''solid, dotted, dashed, etc.'''), click the '''Line style''' dropdown button and make your selection. Finally, you can '''edit''' the '''width''' of the '''line''' by changing the value in the '''Line width''' control window.
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As mentioned earlier, OnePager does not support the representation of '''critical-path segments''' for milestone symbols. If you select a milestone symbol with a right-click to access its right-click '''context menu''' and subsequently click the '''Format...''' command, the version of the '''Change Task/Milestone Properties''' form accessed does not have the '''Critical Segment''' tab as shown below:
  
Click '''OK'''  on the '''Set baseline properties form''' click the '''OK''' button on the '''Chart Properties''' form to see the '''baselines''' connected to their current schedule task bars/milestone symbols as shown in the sample below:
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<center>[[File:P70-10_7_1-(12)-06032020.png]]</center>
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<!--<center>P70-10_7_1-(12)-06032020.png</center>-->
  
<center>[[File:P70-10_5_1-70-(12)-09162019.png]]</center>
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==Related Links==
<!--<center>P70-10_5_1-70-(12)-09162019.png</center>-->
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In the sample above, two of the three orange '''baselines''' are '''connected''' to their respective task bars with a '''red dash-dot line''' that was '''widened''' to '''2.0'''  to enhance visibility. The third '''baseline''' shown above does not display a '''connecting''' like because its '''finish date''' is within the '''start/finish dates''' boundaries of its task bar.
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[[Creating and Managing Virtual Summary Tasks for Version 7.1 | Creating and Managing Virtual Summary Tasks]] 18.0.1-71
  
===Showing Baseline Dates===
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(10.7.1-71)
 
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'''Baseline start/finish dates''' are automatically '''imported''' by OnePager.  The '''Baseline dates''' control group on the '''Set baseline properties''' form provides the controls for '''showing, positioning, and editing''' '''baseline dates''' near the '''baselines''' for a more detailed information of target dates:
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<center>[[File:P70-10_5_1-(14)-06022020.png]]</center>
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<!--<center>P70-10_5_1-(14)-06022020.png</center>-->
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By checking the '''Show start date''' and/or '''Show finish date''' '''ON''' you can select the '''date format''' that OnePager uses in annotating the '''baseline date''', including whether or not to use the '''fiscal year'''.  If you choose to show both '''start and finish dates''' the same '''date format''' is applied both.
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The controls in this control group are very similar to the '''date controls''' associated with task bar/milestone symbol '''date labels''' as described in the article at: [[Labeling Task/Milestone Dates for OnePager for Version 7.1 | Labeling Task/Milestone Dates for OnePager]] 10.1.1-71
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A sample of the '''date''' formats from the '''Date format''' dropdown menu is shown here:
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<center>[[File:P70-10_5_1-(15)-06022020.png]]</center>
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<!--<center>P70-10_5_1-(15)-06022020.png</center>-->
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To specify the location of the '''baseline (date) label/text''', relative to the '''baseline''', use the dropdown menu shown below from the '''Baseline dates''' group:
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<center>[[File:P70-10_5_1-(16)-06022020.png]]</center>
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<!--<center>P70-10_5_1-(16)-06022020.png</center>-->
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Some care needs to be taken when determining the positions of '''baseline start/finish dates''' as the settings discussed here are '''global''' setting and may result in the '''baseline start/finish date label/text colliding''' with other '''label information''' on the chart. When these '''baseline start/finish date label/text collisions''' do occur they can be corrected by individual '''editing''' of the '''baseline properties''' associated with the offending tasks.
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For more information on '''Editing''' individual task bar '''baseline properties''', please see the section in the article at: [[Baselines for OnePager for Version 7.1#Editing Individual Task/Milestone Baseline Properties | Editing Individual Task/Milestone Baseline Properties]] 10.5.1-71
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The '''Use fiscal year''' checkbox in the '''Baseline dates''' control group is an instruction, if checked '''ON''', tells OnePager to show the displayed '''baseline date''' in the '''fiscal year''' format in coordination with the chart’s '''time axis'''.  OnePager takes the action only if the '''time axis''' is, indeed, displaying the '''time axis''' in a '''fiscal year''' format.  To '''edit the '''font properties''' for '''baseline start/finish dates''', click the '''Date font''' dropdown button.  This accesses the '''Font properties''' form.  The controls in this form are the same as the controls for '''editing''' any '''label/text font''' in OnePager. 
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The '''Font properties''' form is shown below:
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<center>[[File:P70-10_5_1-(17)-06022020.png]]</center>
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<!--<center>P70-10_5_1-(17)-06022020.png</center>-->
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The chart below is an example of positioning '''baseline start''' and '''finish dates''' below the '''baseline''':
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<center>[[File:P70-10_5_1-70-(17)-09162019.png]]</center>
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<!--<center>P70-10_5_1-70-(17)-09162019.png</center>-->
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==Editing Individual Task/Milestone Baseline Properties==
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The default settings for displaying '''baseline information''' for individual task bars/milestone symbols can be '''edited''' by using the following steps:
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===Selecting Individual Task Bar or Bars===
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Before you can do so, you must confirm that the '''Baseline markers''' checkbox in either the '''Template Properties''' or '''Chart Properties''' form's '''Task Bars''' and/or '''Milestones''' tab is checked '''ON'''. You can select the task bar by right-clicking on it to access the task bar right-click '''context menu''' with the '''Format…''' command, right-clicking on the '''task bar name label''', or click the '''Format…''' button on the OnePager '''Home''' ribbon tool bar tab after selecting the desired task bars/milestone symbols.
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===Accessing the Change Task/Milestone Properties Form===
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Using any of the available method to select, click the '''Format...''' command to access the '''Change Task/Milestone Properties''' form.  Then, navigate to the '''Baselines''' tab in the '''Change Task/Milestone Properties''' form which looks like this:
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<center>[[File:P70-10_5_1-(18)-06022020.png]]</center>
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<!--<center>P70-10_5_1-(18)-06022020.png</center>-->
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====Baseline Tab Editing Controls====
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The '''Baselines''' tab, shown above, controls the display of the '''baseline dates''' and '''connectors''' for the selected task bar/milestone symbol and the placement of the numeric label/text (dates) for '''baseline''' information.  The '''Show Baseline''' checkbox allows you to turn '''ON''' and '''OFF''' the display of '''baseline''' information for the selected task bar/milestone symbol. When the '''Show Baseline''' checkbox is checked '''ON''', you have the option to specify the display of the '''connector''' and the display of '''baseline start and baseline finish dates''' or both for the selected task bar/milestone symbol. When the '''Show Baseline Start Date''' checkbox is checked '''ON''' or when the '''Show Baseline Finish Date''' checkbox is checked '''ON''' (or both) you have access to control over the '''date positions''' and '''font properties''' as discussed above related to modifying all task bar/milestone symbol '''baseline information'''.
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====Use Baseline Defaults====
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Clicking the '''Use Baseline Defaults''' button in the '''Baselines''' tab of the '''Change Task/Milestone Properties''' form resets all '''format properties of the selected '''date label or labels''' back to the settings established in the '''Chart Properties''' form. The '''Use Baseline Defaults''' button looks like this:
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<center>[[File:P70-10_5_1-(19)-06022020.png]]</center>
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<!--<center>P70-10_5_1-(19)-06022020.png</center>-->
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===Example===
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Below is an example of a single task bar’s '''baseline information''' modified:
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<center>[[File:P70-10_5_1-70-(19)-09172019.png]]</center>
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<!--<center>P70-10_5_1-70-(19)-09172019.png</center>-->
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The controls at the '''Baselines''' tab of the '''Change Task/Milestone Properties''' form for '''Show Baseline Start Date''' and '''Show Baseline Finish Date''', that is, the '''Position''' and '''Font''' controls operate exactly as described for other '''start/finish date''' displays in OnePager. 
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For more information on '''Percent Complete tab of this form''', please see the section of this article at: [[Percent complete for OnePager for Version 7.1#Example | Percent complete for OnePager - Example]] 10.3.1-71
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There are no controls available in the '''Baseline''' tab of the '''Change Task/Milestone Properties''' form to '''edit''' the properties of the '''connector line''' for an '''individually''' selected task bar/milestone symbol.
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==Related Link==
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[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7. (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-71
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[[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] 9.2.1-70
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[[Labeling Task/Milestone Dates for OnePager for Version 7.1 | Labeling Task/Milestone Dates for OnePager]] 10.1.1-71
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[[Percent complete for OnePager for Version 7.1 | Percent complete for OnePager]] 10.3.1-71
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[[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-71
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[[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
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(10.5.1-71)
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[[Category:Version 7.1]]
 
[[Category:Version 7.1]]
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[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Decorations]]
 
[[Category:Task/Milestone Decorations]]
[[Category:Baselines]]
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[[Category:Critical Path]]
 
[[Category:Mavericks]]
 
[[Category:Mavericks]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager 360]]
 
[[Category:OnePager 360]]

Revision as of 16:58, 19 February 2021

Introduction to the Critical Path Feature in OnePager

This article describes OnePager’s Critical Path feature. The article covers the Add-in and Standalone editions of OnePager Pro, and OnePager 360. Illustrations used in this article are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager 360.

About Editing The Critical Path

A powerful feature of OnePager is the ability to display the critical path on task bar in the OnePager graph. Critical Path information is generated in your source plan and made available to OnePager when your source plan data are imported. When you enable the critical path capability, OnePager displays critical path information within the displayed task bars. Below is a sample chart with the critical path feature enabled:

P70-10 7 1-(1)-06022020.png

Critical Path Representation

This feature displays critical path segments on the top of each task bar showing where the source plan's critical path intersects with each task bar on the path as illustrated above.

Critical Paths in Virtual Summary Tasks

The critical path segments for a summary task are computed by finding sub-task bars that are on the critical path and have no sub-task bars of their own. OnePager then applies the same rule to sub-task bars of sub-task bars, if any. OnePager repeats this search until it examines the entire work breakdown structure beneath the summary task. To determine whether a given sub-task bar is on the critical path, OnePager can use the Microsoft Project critical path indicator Critical field in your source plan. Alternatively, OnePager can use any Flag or Number fields in your source plan as a critical path indicator. A virtual summary task (VST) constructed from several individual task bars in the chart with critical path segments looks like this:

P70-10 7 1-(2)-06022020.png

Virtual Summary Tasks with Critical Path Segments Turned OFF

When a task bar is edited to not display the critical path segment and that task bar is included in a Virtual Summary Task (VST). The task bar with the maverick critical path segment is still represented in the virtual summary task with the critical path displayed as shown in the two illustrations that follow. Five tasks in the chart before construction in Virtual Summary Task:

P70-10 7 1-(3)-06022020.png

The constructed Virtual Summary Task from the five task bars shown above is shown here:

P70-10 7 1-(4)-06022020.png

Although the chart before the construction of the Virtual Summary Task shows a gap in the critical path, nevertheless, the actual critical path for the constructed Virtual Summary Task is contiguous. In effect, Virtual Summary Tasks are constructed to ignore any maverick critical path segment that are not displayed in the chart.

For more information on Virtual Summary Tasks, please see the article at: Creating and Managing Virtual Summary Tasks 18.0.1-71

Editing All Task Critical Path Properties

All task bar critical path properties can be edited without changing the settings in the current Template Properties form by using these steps.

Chart Properties Form's Task Bars Tab

Click the Chart Properties button on the Home ribbon tool bar tab in the Settings group. Next, navigate to either the Task Bars tab. Ensure that the Critical-Path Segments checkbox is checked ON as shown below:

P70-10 7 1-(5)-06032020.png

Set Critical-Path Properties Form

You can control the critical-path segments property's by clicking the Critical Path Properties button which accesses the Set critical-path properties form shown below:

P70-10 7 1-(6)-06032020.png

The default Critical-path field setting is Critical, that is, the field that OnePager uses to access critical path segment information from your Microsoft Project source plan for its computations. As shown below, you can select from other Microsoft Project source plan fields that are either Boolean or Numeric:

P70-10 7 1-(7)-06032020.png

In the Set critical-path properties form, you can edit the color of the critical path segment represented in a task bar by clicking the Critical-path color dropdown button which accesses the standard Color Chooser form. Additionally, you can adjust the height of the critical-path segment within the task bar by editing the percentage value in the Critical-path height control of the above form. The Critical-path height is a percentage of the total task bar height. The default setting is 20 percent. Here is an example of task bar with the Critical-path height set to 50%:

P70-10 7 1-(8)-06032020.png

Import Rules for Source Plan Critical Path Data

If you did not previously check the Critical-Path Segments checkbox ON in the Task Bar tab of the Chart Properties form before importing your source plan data to OnePager, you are not able to display the critical path segments because OnePager did not compute the critical path segments when importing the source plan. As discussed above, it is recommended that you turn ON the critical-path segment display controls in the Template Properties form before importing the source plan. However, you can subsequently use the controls above in the Chart Properties form to display critical-path segments in follow on snapshots. This is done by checking the Critical-Path Segments checkbox ON in the Task Bars tab of the Chart Properties form. With this control checked ON, all subsequent snapshots display critical path segments depending on the source plan data imported.

Milestone Symbols And Critical Path Segments Representation

OnePager does not support the representation of critical-path segments for milestone symbols. Accordingly, there are no Critical Path Segment Controls on the Milestone tab of the Template Properties form or the Chart Properties form which is shown below in the highlighted Milestone Symbols Decorations control group:

P70-10 7 1-(9)-06032020.png

Editing Individual Task/Milestone Critical Path Properties

The default settings for displaying critical path information for individual task bars (milestones do not have critical path segments) can be minimally edited by using these steps. Select the task bar and right-click to access the task bar right-click context menu with the Format… command, or right-click the task bar name label, or click the Format… button on the OnePager Home ribbon tool bar tab after selecting the desired task bar/milestone symbols. Clicking the Format... button accesses the Change Task/Milestone Properties form. Now, click the Critical Segments tab in the Change Task/Milestone Properties form which looks like this:

P70-10 7 1-(10)-06032020.png

The Show Critical-Path Segments checkbox allows you to turn the critical path ON and OFF for the selected task bar. Clicking the Use Critical-Segments Defaults button changes the selected task bar’s critical path segment properties to the critical path settings current in the Chart Properties form. Here is an example of a chart with one task bar’s critical path turned OFF:

P70-10 7 1-(11)-06032020.png

Individual Editing of Other Task Bar Critical Path Properties

There are no controls in the Critical Segments tab of the Change Task/Milestone Properties form to edit other critical path properties for an individually selected task bars such as critical-path field, color, and critical-path height.

Critical Path Segments and Milestone Symbols

As mentioned earlier, OnePager does not support the representation of critical-path segments for milestone symbols. If you select a milestone symbol with a right-click to access its right-click context menu and subsequently click the Format... command, the version of the Change Task/Milestone Properties form accessed does not have the Critical Segment tab as shown below:

P70-10 7 1-(12)-06032020.png

Related Links

Creating and Managing Virtual Summary Tasks 18.0.1-71

(10.7.1-71)