Difference between revisions of "TEMPzz3"

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==Introduction to the Endpoints Feature in OnePager==
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==Introduction to the Z-Ordering Feature in OnePager==
  
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This article describes OnePager’s '''Endpoints''' 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 '''Z-Ordering''' 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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==About Editing Endpoints==
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==About Ordering Task/Milestones With Decorations==
  
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There are four (4) '''endpoints''' definable in OnePager for each task bar.  By definition, milestone symbols in OnePager do not have multiple '''endpoints'''. Accordingly, '''endpoints''' for milestone symbols are not supported and there is no '''decoration''' controls for '''endpoints''' in the '''Template Properties''' or '''Chart Properties''' form's '''Milestones''' tab.
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'''Editing''' the '''z-ordering''' for specific task bar/milestone symbol '''decorations''' is useful when these '''decorations''' are '''overlaid''' in the chart by other '''graphics'''. '''Decorations''' on task bars/milestone symbols are always drawn in the same '''z-order''' from '''back to front'''.  
  
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For all practical purposes, the four possible '''endpoints''' ('''Endpoint1, Endpoint2, Endpoint3, and Endpoint4''') can be thought of as additional '''deadline dates''' for task bars that can be defined to communicate related '''dates''' associated with the task bar. As an additional thought, you can consider the four '''endpoints''' as task-oriented '''milestones''' as they occupy the same row as their parent task bar.
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===Standard Ordering of Decorations===
  
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The control and the behavior of all four '''endpoints''' are identical to that discussed for '''deadlines'''. 
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This fixed '''ordering''' from '''back to front''' is given here:
  
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For more information on '''Deadlines''', please see the article at:  [[Deadlines for OnePager for Version 7.1 | Deadlines for OnePager]] 10.9.1-71
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:1) '''Connectors''' in '''back''' (e.g., baseline connectors to task bars/milestone symbols, endpoint shapes, and deadline connectors to task bars/milestone symbols)
  
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By '''convention and as a default''', the initial association of '''Endpoints 1 through 4''' are to Microsoft Project '''source plan''' fields is as follows:
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:2) '''Task Bars/Milestone Symbols'''
  
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:* '''Endpoint 1: Start Date'''.
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:3) '''Baseline Shapes'''
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:* '''Endpoint 2: Finish Date'''.
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:* '''Endpoint 3: Baseline Start Date'''.
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:* '''Endpoint 4: Baseline Finish Date'''.
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These '''default settings''' are contained in all distributed OnePager '''Template Properties''' forms. Since controls are provided as described below whereby you can '''edit''' the '''endpoint''' association with '''source plan''' fields, it is recommended that you establish your '''endpoint''' relationships to specific '''source plan date''' fields before creating the first chart.  This recommendation can be done by '''editing''' the '''Template Properties''' form you plan to use before launching OnePager or after launching OnePager by '''editing''' the '''Template Properties''' form using the '''access point''' in the '''OnePager choices''' ('''OPC''') form described in the following section.
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:4) '''Endpoints/Deadline Shapes'''
  
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==Displaying Endpoints==
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:5) '''All text''' for task bars/milestone symbols, '''deadline''' shapes and '''endpoint''' shapes in '''front'''.
  
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For OnePager to properly display your '''endpoints''', you must first define the '''endpoint''' field in your '''source plan''' and map them to OnePager through the OnePager choices ('''OPC''') form. A sample, Microsoft Project '''source plan''' is shown below with both '''deadline''' and '''endpoint''' definitions:
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===Editing the Ordering of Task Bars/Milestone Symbols with Decorations===
  
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<center>[[File:P70-10_11_1-(1)-06042020.png]]</center>
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'''Editing''' the '''z-order''' for a task bar/milestone symbol with '''decorations''' is done on an individual task bar/milestone symbol basis. That is, you must first select the task bar/milestone symbol with a right-click to access the task bar right-click '''context menu''' as shown below:
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<!--<center>P70-10_11_1-(1)-06042020.png</center>-->
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In the sample above, we see the typical task information with '''Flag20''' used to signal OnePager which '''rows''' to '''import''', the Microsoft Project '''Deadline''' field and four '''Date''' fields ('''Date1, Date2, Date3, and Date4''') which are used to '''import''' information to OnePager representing '''Endpoints 1 through 4''' respectively.
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<center>[[File:P70-10_13_1-(1)-06042020.png]]</center>
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<!--<center>P70-10_13_1-(1)-06042020.png</center>-->
  
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When the '''OnePager''' button is clicked on the Microsoft Project '''Add-ins''' tool bar tab and you click the '''NEW''' button on the '''OnePager Pro Start''' form, OnePager displays the first page of the '''OPC''' form as shown below:
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===Ordering Sub-Commands===
  
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<center>[[File:P70-10_11_1-(2)-06042020.png]]</center>
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The '''sub-menu''' for the '''Order''' command allows you to select any of these four sub-commands:
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<!--<center>P70-10_11_1-(2)-06042020.png</center>-->
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Clicking the '''Next>''' button with the '''Show field mappings''' checkbox checked '''ON''' accesses the second page of the '''OPC''' form shown below:
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:* '''Bring to front'''.  This option puts the task bar/milestone symbol '''decorations in front''' of all other shapes in the chart area.
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:* '''Send to back'''.  This option puts the task bar/milestone symbol '''decorations behind all other foreground''' shapes in the chart area (but not behind background shapes).
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:* '''Bring forward'''.  Selecting the '''Bring forward''' option steps the task bar/milestone symbol '''decorations forward by one increment''' of '''Z-level'''.  This is not very useful.
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:* '''Send backward'''.  This option steps the task bar/milestone symbol '''decorations backward by one increment''' of '''Z-level'''.  This also is not very useful.
  
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<center>[[File:P70-10_11_1-(3)-06042020.png]]</center>
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The action of the '''Order''' command applies to the task bar/milestone symbol itself and all '''decorations''' associated with it including '''Task Links'''.
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<!--<center>P70-10_11_1-(3)-06042020.png</center>-->
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Clicking the '''Edit current template…''' button takes you to the '''Template Properties''' form. Navigate to the '''Task Bars''' tab and the '''Endpoints''' checkbox in the '''Task Bar Decorations''' control group of the form as shown below:
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==Ordering Example==
  
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<center>[[File:P70-10_11_1-(4)-06042020.png]]</center>
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Suppose we have a chart with '''Percent Complete decorations''' shown on some task bar/milestone symbols as shown below:
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<!--<center>P70-10_11_1-(4)-06042020.png</center>-->
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Check the checkbox to '''ON''' and Click the '''Endpoint Properties..." button to access the '''Set endpoint properties''' form shown below where you can '''set and edit''' the properties of any one '''endpoint''' or all four.
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<center>[[File:P70-10_13_1-(2)-06042020.png]]</center>
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<!--<center>P70-10_13_1-(2)-06042020.png</center>-->
  
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==Editing All Endpoint Properties==
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If the '''Engineering Team 2 Development''' task bar is moved up to '''overlay''' the '''ADONIS Subcontractor Selection Task''' the chart then looks like this:
  
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The '''Set endpoint properties''' form is a '''multi-endpoint''' form in that using this one form allows you to '''edit''' the properties of all four '''endpoint shapes''' available for display in the chart.
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<center>[[File:P70-10_13_1-(3-1)-06042020.png]]</center>
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<!--<center>P70-10_13_1-(3-1)-06042020.png</center>
  
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===Set Endpoint Properties Form===
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The most obvious next step is to take care of the '''task bar name label collision situation''' that arose after moving the '''Engineering Team 2 Development''' task bar up to its new '''row'''. This is done by selecting the task bars with the '''task bar name labels in collision''' and clicking the '''Re-optimize text collisions''' command found in the task bar right-click '''context menu'''. After this step is complete the chart looks like this:
  
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Clicking the '''Endpoint Properties...''' button accesses the '''Set endpoint properties''' form where the '''Choose endpoint''' dropdown is shown below allowing you the option to select to '''edit''' one of the four available '''endpoints''':
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<center>[[File:P70-10_13_1-(3A)-06042020.png]]</center>
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<!--<center>P70-10_13_1-(3A)-06042020.png</center>
  
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<center>[[File:P70-10_11_1-(5)-06042020.png]]</center>
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For more information on '''Re-Optimizing Task Bar Name Label Collisions''', please see the articles at: [[Resolving Task Bar Name Label Collisions for Version 7.1 (Portal) | Resolving Task Bar Name Label Collisions (Portal)]] 9.7.1-71
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<!--<center>P70-10_11_1-(5)-06042020.png</center>-->
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In the illustration above, '''Endpoint 1''' is shown '''edited''' with all its available elements turned '''ON'''. The above form is almost identical to the '''Set deadline properties''' form.  The difference is the '''Show this endpoint''' checkbox which refers to the dropdown menu shown above whereby you can select which '''endpoint''' to control. In effect, this form is four (4) forms in one allowing you to turn '''ON''' and '''OFF''' each individual '''endpoint''' and configure the properties of each '''endpoint''' separately. The illustration above covers up two important controls that need to be addressed. The '''Show this endpoint''' checkbox and the '''Field''' dropdown menu by which you tell OnePager which Microsoft Project '''source plan''' field is used for each particular '''endpoint'''. These controls are shown here:
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If our goal, for the sake of this example, is to show the '''ADONIS Subcontractor Selection''' task bar with its '''Percent Complete decoration''' showing on top, we need to us the '''Order''' command's '''Send to back''' sub-command to do this as shown here:
  
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<center>[[File:P70-10_11_1-(6)-06042020.png]]</center>
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<center>[[File:P70-10_13_1-(4)-06042020.png]]</center>
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<!--<center>P70-10_11_1-(6)-06042020.png</center>-->
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<!--<center>P70-10_13_1-(4)-06042020.png</center>-->
  
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As necessary, repeat the above '''editing''' steps for '''Endpoint 2 through 4''' as required such that when the '''endpoint''' data are '''imported''' into OnePager the '''endpoint shapes''' and '''other properties''' are unique.
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When the operation above is complete, the chart looks like this:
  
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===Saving the Current Template Properties Form===
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<center>[[File:P70-10_13_1-(5)-06042020.png]]</center>
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<!--<center>P70-10_13_1-(5)-06042020.png</center>-->
  
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Now that the '''endpoints''' are defined with distinct properties for all task bars in our example, go back to the '''Template Properties''' form, click the '''Save and use''' button to get back to the second page of the '''OPC''' form. Then, click the '''Create new chart''' button and OnePager produces the following chart:
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The '''Order''' command is useful when it is necessary to orient task bars/milestone symbols with '''decorations''' when these task bars/milestone symbols '''overlay''' other graphics such as '''Comment Boxes''' or '''Curtains'''.
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<center>[[File:P70-10_11_1-(7-1)-06042020.png]]</center>
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<!--<center>P70-10_11_1-(7-1)-06042020.png</center>-->
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For the illustration above, '''Endpoints 1 through 4''' are lined up from left to right in each row.
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===Editing Endpoint Properties===
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The above section's discussion covered the set up and initial display of '''endpoints'''. Recall that '''endpoint''' controls are exactly identical to the controls for '''deadlines'''.
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For more information on '''Deadlines''', please see the article at:  [[Deadlines for OnePager for Version 7.1 | Deadlines for OnePager]] 10.9.1-71
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The exception is only for the necessity to turn '''ON''' and '''OFF''' the individual '''endpoints''' through their respective '''Show this endpoint''' checkbox and to enter the Microsoft Project '''source plan''' field you need to use for the respective '''endpoints''' in the '''Field''' dropdown menu of the '''Set endpoint properties''' form.
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==Editing Individual Task Endpoint Properties==
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'''Endpoint properties''' can be set or '''edited''' for individual task bars. In addition to the capabilities for '''editing all Endpoint properties''' using the '''Template Properties''' and/or '''Chart Properties''' forms, you can select and individually '''edit Endpoint properties''' showing in the chart. A prerequisite for '''editing''' individual '''endpoint properties''' is the necessity for '''endpoint''' data to be '''imported''' from the Microsoft Project '''source plan'''.
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===Selecting Individual Task Bar or Bars===
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Individual task bar '''endpoint properties''' can be '''edited''' by selecting the desired task bar or task bars with a right-click operation to access the task bar right-click '''context menu''' and then clicking on the '''Format...''' command in the '''context menu''' as shown below:
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<center>[[File:P70-10_11_1-(8)-06042020.png]]</center>
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<!--<center>P70-10_11_1-(8)-06042020.png</center>-->
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Before you can do so, you must confirm that the '''Endpoints''' checkbox in either the '''Template Properties''' or '''Chart Properties''' form's '''Task Bars''' tab is checked '''ON'''.
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===Accessing the Change Task/Milestone Properties Form===
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Selecting the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form. Next, navigate to the '''Endpoints''' tab, which displays the '''endpoint''' control options shown below:
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<center>[[File:P70-10_11_1-(9)-06042020.png]]</center>
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<!--<center>P70-10_11_1-(9)-06042020.png</center>-->
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From the '''Endpoints''' tab of the form above, you are able to turn the selected '''endpoint''' '''ON''' or '''OFF''', show the '''endpoint connector''' to the task bar, and show or hide the '''endpoint date label text'''. Recall that selecting a milestone symbol in the manner described above to access its '''Change Task/Milestone Properties''' form accesses the version of the form without either the '''Critical Path''' or the '''Endpoints''' tab as shown here:
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<center>[[File:P70-10_11_1-(10)-06042020.png]]</center>
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<!--<center>P70-10_11_1-(10)-06042020.png</center>-->
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===Using Endpoints Example===
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For example, using the '''Deadlines-Endpoints Example''' previously illustrated above, suppose we want to make the following '''edits''':
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:* Turn '''OFF''' the display of Endpoint 1 for Task B
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:* Hide the '''Endpoint connector''' for Endpoint 1 to Task C
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:* Hide the '''Date Label''' for Endpoint 4 for Task C under the task
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For each task bar we select the task bar with a right-click to access the task bar right-click '''context menu''', select the '''Format…''' command to get to the '''Change Task/Milestone Properties''' form, and finally accessed the '''Endpoints''' tab. These steps are performed for each of the task bars involved starting with Task B where one '''edit''' to '''Endpoint 1''' was made and then to Task C where an '''edit''' was made to '''Endpoints 1 and 4'''. After making these '''edits''' the chart looks like this:
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<center>[[File:P70-10_11_1-(11)-06042020.png]]</center>
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<!--<center>P70-10_11_1-(11)-06042020.png</center>-->
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==Related Links==
 
==Related Links==
  
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[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.1 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-71
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[[Resolving Task Bar Name Label Collisions for Version 7.1 (Portal) | Resolving Task Bar Name Label Collisions (Portal)]] 9.7.1-71
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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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[[Baselines for OnePager for Version 7.1 | Baselines for OnePager]] 10.5.1-71
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[[Deadlines for OnePager for Version 7.1 | Deadlines for OnePager]] 10.9.1-71
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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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(10.11.1-71)
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[[Resolving Task Bar Name Label Collisions for OnePager for Version 7.1 | Resolving Task Bar Name Label Collisions for OnePager]] 9.7.1.1-71
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(10.13.1-71)
  
 
[[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]]
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[[Category:OnePager Choices Form]]
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[[Category:Task Bar Name Label Collision Avoidance]]  
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[[Category:Templates]]
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[[Category:Escape Methods]]
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[[Category:Labels]]
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[[Category:Baselines]]
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[[Category:Deadlines]]
 
[[Category:Endpoints]]
 
[[Category:Endpoints]]
 
[[Category:Mavericks]]
 
[[Category:Mavericks]]
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[[Category:Task Links]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager 360]]
 
[[Category:OnePager 360]]

Revision as of 17:38, 19 February 2021

Introduction to the Z-Ordering Feature in OnePager

This article describes OnePager’s Z-Ordering 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.

About Ordering Task/Milestones With Decorations

Editing the z-ordering for specific task bar/milestone symbol decorations is useful when these decorations are overlaid in the chart by other graphics. Decorations on task bars/milestone symbols are always drawn in the same z-order from back to front.

Standard Ordering of Decorations

This fixed ordering from back to front is given here:

1) Connectors in back (e.g., baseline connectors to task bars/milestone symbols, endpoint shapes, and deadline connectors to task bars/milestone symbols)
2) Task Bars/Milestone Symbols
3) Baseline Shapes
4) Endpoints/Deadline Shapes
5) All text for task bars/milestone symbols, deadline shapes and endpoint shapes in front.

Editing the Ordering of Task Bars/Milestone Symbols with Decorations

Editing the z-order for a task bar/milestone symbol with decorations is done on an individual task bar/milestone symbol basis. That is, you must first select the task bar/milestone symbol with a right-click to access the task bar right-click context menu as shown below:

P70-10 13 1-(1)-06042020.png

Ordering Sub-Commands

The sub-menu for the Order command allows you to select any of these four sub-commands:

  • Bring to front. This option puts the task bar/milestone symbol decorations in front of all other shapes in the chart area.
  • Send to back. This option puts the task bar/milestone symbol decorations behind all other foreground shapes in the chart area (but not behind background shapes).
  • Bring forward. Selecting the Bring forward option steps the task bar/milestone symbol decorations forward by one increment of Z-level. This is not very useful.
  • Send backward. This option steps the task bar/milestone symbol decorations backward by one increment of Z-level. This also is not very useful.

The action of the Order command applies to the task bar/milestone symbol itself and all decorations associated with it including Task Links.

Ordering Example

Suppose we have a chart with Percent Complete decorations shown on some task bar/milestone symbols as shown below:

P70-10 13 1-(2)-06042020.png

If the Engineering Team 2 Development task bar is moved up to overlay the ADONIS Subcontractor Selection Task the chart then looks like this:

P70-10 13 1-(3-1)-06042020.png

When the operation above is complete, the chart looks like this:

P70-10 13 1-(5)-06042020.png

The Order command is useful when it is necessary to orient task bars/milestone symbols with decorations when these task bars/milestone symbols overlay other graphics such as Comment Boxes or Curtains.

Related Links

Resolving Task Bar Name Label Collisions (Portal) 9.7.1-71

Resolving Task Bar Name Label Collisions for OnePager 9.7.1.1-71

(10.13.1-71)

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