Difference between revisions of "TEMPzz3"

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==Introduction to Text Element Ordering for OnePager==
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==Editing Global or Individual Task Link Properties and the Chart==
  
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This article describes OnePager’s '''Text Element 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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There are five (5) situations where making an '''edit''' in OnePager to the '''Data-driven Task Link '''environment precipitates a change in the chart and can impact all snapshots.  These are covered below in the next sub-sections.
  
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==Label Text Element Ordering==
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===Situation 1:  Turning the Data-Driven Task Link Feature ON or OFF===
  
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===Overview===
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This change is made in the''' “Master” '''checkbox that turns the '''Data-driven Task Link '''feature '''ON''' or '''OFF '''in the '''Chart Properties''' form’s '''Task Link''' tab. '''Turning the Data-Driven Task Link Feature from ON to OFF''':  When this change is made, all '''Data-driven Task Links '''are '''hidden''' in all snapshots.  Manual '''Task Links''' are not impacted.
  
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In previous version of OnePager two or more '''text elements''' such as task labels, date labels, or percent complete values associated with a task bar/milestone symbol were represented in the '''graph''' horizontally in a fixed order left to right. OnePager version 7.1 provides the capabilities and controls for you to change '''text element ordering''' as well as select for '''horizontal''' or '''vertical''' positioning of that order.
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'''Turning the Data-Driven Task Link Feature from OFF to ON''':  
  
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The controls for '''label text element ordering''' are found in the '''Template Properties '''and '''Chart Properties''' forms at the '''Task Bars''' and '''Milestones '''tabs.  '''Label text element ordering''' controls for OnePager are the same and functions the same in both products.  The '''Change Label Text Element Ordering''' button is shown below in the '''Chart Properties '''form’s '''Task Bars''' tab:
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:1) If there are '''imported''' '''Data-driven Task Links''', they are '''shown '''in all snapshots if they are not '''mavericks '''to be '''hidden'''. 
  
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<center>[[File:P70-10_0_1-(4A)-02042021.png]]</center>
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:2) If there are no '''imported''' '''Data-driven Task Links''' because the feature was previously '''OFF''', OnePager goes out to the '''source plan '''and '''imports''' all '''Data-driven Task Links''' and '''shows''' them in every snapshot where the '''Task Link Filter rules '''are met.
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<!--<center>P70-10_0_1-(4A)-02042021.png</center>-->
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Clicking the '''Change Label Text Element Ordering '''button accesses the '''Change Text Element Ordering Change Label Text Element Order''' form shown below:
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===Situation 2:  Editing the OnePager Express Predecessor Field Mapping in its Chart Properties form===
  
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<center>[[File:P70-10_0_1-(4B)-02042021.png]]</center>
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If you change the '''predecessor field mapping '''in OnePager Express, after OnePager Express '''creates''' the chart, the software discards all '''Data-driven Task Links''' and goes back to the Microsoft Excel '''source plan''' and '''imports''' the '''Data-driven Task Link '''information''' '''from the new designated Microsoft Excel '''field'''.
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<!--<center>P70-10_0_1-(4B)-02042021.png</center>-->
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When '''task bar name labels''', '''date labels''', and '''percent compete values''' are shown in the chart, a typical chart looks like this:
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===Situation 3: Editing the OnePager Express Predecessor Syntax Format Selection===
  
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<center>[[File:P70-10_17_1-(1)-70-02042021.png]]</center>
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The dropdown menu selection in the '''Syntax''' '''Format''' '''selector''' of the OnePager Express '''Chart Properties '''form’s '''Task Links '''tab’s '''Data-Driven Task Links '''control group is shown below before any '''Data-driven Task Link''' information is '''imported'''.
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<!--<center>P70-10_17_1-(1)-70-02042021.png</center>-->
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===Ordering Options===
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<center>[[File:P70-19_7_1-70-(1)-10012020.png]]</center>
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<!--<center>P70-19_7_1-70-(1)-10012020.png</center>-->
  
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At the top of the '''Change Text Element Order''' form there are four radio buttons. These radio buttons represent the four options available for ordering the three '''text elements''' with respect to their parent task bar/milestone symbol. These options are discussed below:
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This '''edit''' can be made at any time.   If you make the '''edit''' in OnePager Express, the software discards all '''Data-driven Task Link '''information and goes back to the Microsoft Excel '''source plan''' and '''imports''' the '''Data-driven Task Link '''information''' '''using the new designated '''Syntax Format selector'''.
  
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====Order Text Element Left to Right====
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===Situation 4:  Change the Filter Links Sub-Group Control===
  
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With '''left to right ordering''', the '''first text element''' (identified in the '''Order '''windows in the lower portion of the form) appears to the '''left '''of the other '''text elements'''.  This is the '''default ordering''' and is shown in the two illustrations above.  This option is typically used when you position task bar/milestone symbol '''text elements''' in '''Label positions''' that are '''horizontally oriented''' such as '''Left''', '''Right''', '''Best fit left/right''', and '''Best fit in task bar'''.  
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This situation arises when you change the radio button selection in the '''Filter Links''' control sub-group of the '''Data-Driven Task Links''' control group in the '''Chart Properties''' form’s '''Task Link '''tab as shown below:  
  
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====Order Top to Bottom====
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<center>[[File:P70-19_3_1-70-(1)-10012020.png]]</center>
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<!--<center>P70-19_3_1-70-(1)-10012020.png</center>-->
  
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The '''top to bottom ordering''' is typically used in situations where you want to keep the '''text elements '''compact horizontally. This option is typically used when you position task bar/milestone symbol '''text elements''' in '''Label positions''' such as '''Above''', '''Below''', '''Best fit above/below''', and '''Best fit all directions'''.  In many cases it is useful also to increase the '''height of the row''' so that sufficient room is provided for up to three '''text elements '''as shown below:
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There are two (2) possible changes that can be made.
  
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<center>[[File:P70-10_17_1-(2-1)-70-02042021.png]]</center>
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====From Show All to Use Rules:====
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<!--<center>P70-10_17_1-(2-1)-70-02042021.png</center>-->
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As for an example, the chart portion looks like this with '''text element Label position '''remaining as '''Best fit left/right''':
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OnePager configures the '''Chart Editor '''to '''show''' every '''Data-driven Task Link''' that satisfies the '''Task Link Filter rules''' established in the '''Task Link Filter Rules''' form unless the '''Task Link''' is a '''maverick''' and '''hidden'''.  Any '''Task Link''' that does '''NOT''' satisfy the established''' Task Link Filter rules''' is '''hidden''' unless the '''Task Link '''is a '''maverick '''to be '''shown'''.  When the change from '''Show all''' to '''Use Rules''' is made, OnePager reexamines all the '''Data-driven Task Links''' '''imported''' and assures that the '''Data-driven Task Links''' that '''show''' comply with the current '''Task Link Filter rules'''.  '''Data-driven Task Links''' that do not comply with the current '''Task Link Filter rules '''are '''hidden'''.
  
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<center>[[File:P70-10_17_1-(3-1)-70-02042021.png]]</center>
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====From Use Rules to Show All:====
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<!--<center>P70-10_17_1-(3-1)-70-02042021.png</center>-->
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====Order Horizontal Inside to Outside====
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OnePager configures the '''Chart Editor''' to ensure that '''all''' '''Data-driven''' '''Task Links''' '''imported '''from the '''source plan''' are '''shown''' when the '''Show all''' radio button is selected.  Any '''Data-driven Task Links '''that are '''show/hide mavericks '''are not changed thus preserving their '''maverick''' '''show/hide''' '''status'''.  If '''Data-driven Task Links''' are not otherwise '''mavericks''', OnePager generates new '''Data-driven Task Links '''from the '''source plan’s''' '''Data-driven Task Link''' information using the current '''Task Link '''property settings.
  
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The third option radio button, when selected, '''orders text elements horizontally inside to outside'''. This means that the '''first text element''' is always '''closest to the task bar''', the next '''text element''' is farther to the left or right, and the '''third text '''element''' is farthest to the left or right. This '''text element ordering''' option is best used when '''text elements '''are to appear in the chart in '''horizontal '''arrangements. This update to the '''Change Text Element Order '''form is shown below:
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===Situation 5: Change any of the Task Link Filter Rules===
  
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<center>[[File:P70-10_17_1-(4)-70-02042021.png]]</center>
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This situation corresponds to clicking the '''Manage Rules …''' button in the '''Data-Driven Task Links''' control group in the '''Chart Properties''' form’s '''Task Link''' tab and doing a '''add, edit, or delete''' on a '''Task Link Filter rule''' in the '''Task Link Filter Rules''' form.    When an '''edit''' is made to a '''Task Link Filter rule''', OnePager Pro and Express configures the '''Chart Editor '''to show every '''Data-driven Task Link''' that satisfies the new '''Task Link Filter rules''' in the '''Task Link Filter Rules''' form unless the '''Data-driven Task Link''' is a '''maverick''' and '''hidden'''.  Any '''Data-driven Task Link''' that does '''NOT''' satisfy the new''' Task Link Filter rules''' is '''hidden''' unless the '''Data-driven Task Link '''is a '''maverick''' to be '''shown'''. If this situation is encountered it can change which '''Task Link Filter rules''' apply at each snapshot but preserves the '''show/hide''' '''mavericks''' and '''mavericks''' of other '''Data-driven Task Link '''properties.  If an existing '''Data-driven Task Link''' does not satisfy the new '''Task Link Filter rules''' set and is not a '''maverick''' to be '''shown''' or '''hidden''', the '''Data-driven Task Link''' is completely discarded and all of its '''maverick''' properties are lost.
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<!--<center>P70-10_17_1-(4)-70-02042021.png</center>-->
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When this '''ordering '''is''' '''applied to the chart, it looks like this:
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==Saving OnePager Pro/Express Charts to Previous Versions==
  
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<center>[[File:P70-10_17_1-(3)-70-02042021.png]]</center>
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As with previous releases of OnePager Pro and Express you have the option to '''save''' charts (i.e., '''.TAM''' files) to previous versions.  To '''save''' a chart to a previous OnePager version, go to the OnePager '''File''' ribbon tool bar tab and click the '''Save as '''tab which accesses the '''Save as chart''' window.
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<!--<center>P70-10_17_1-(3)-70-02042021.png</center>-->
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Notice that regardless of the sequencing of the three '''text elements''', the designated '''first text element''' is always '''closest''' to the task bar.
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Click the '''Save as type:''' dropdown and you’ll see the options as shown below:
  
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====Order Vertically Inside to Outside====
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<center>[[File:P70-19_1_1-70-(27)-09292020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(27)-09292020.png</center>-->
  
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The last option radio button, when selected, '''orders text elements vertically inside to outside'''. This means that the '''first text element''' is always '''closest''' to the task bar, the next '''text element''' is farther away from the task bar, and the '''third text element''' is farthest away from the task bar in '''vertical orientation'''.  This '''text element ordering''' option is best used when '''text elements '''are to appear in the chart in '''vertical '''arrangements and when text is placed above or below the task or milestone.
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When '''saving''' a chart with '''Data-driven Task Links''', it should be recognized that the '''Data-driven Task Link''' information is '''lost''' when the chart is saved to version 6.0 or earlier version of OnePager and subsequently opened.   
 +
Manual '''Task Links''', however, are converted to '''Event Links''' which are compatible with previous versions.
  
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To make an example that is different from the previous examples, we’ll modify the '''Change Text Element Order '''form to show '''Date Labels '''as the '''first text element in the ordering'''.  The corresponding '''Change Text Element Order '''form is shown below:
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Manual '''Task Links''' converted to '''Event Links''' retain manual '''Task Link '''properties including '''connection line color''', '''Dash type''', and '''font '''properties. 
  
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<center>[[File:P70-10_17_1-(5)-70-02042021.png]]</center>
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All other properties of manual '''Task Links''' converted to '''Event Links''' are lost.
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<!--<center>P70-10_17_1-(5)-70-02042021.png</center>-->
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When this change is applied to the chart, along with appropriate '''heightening of rows''' and selecting the '''Best fit above/below text element Label position''', a selected portion of the chart looks like this:
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Enhancements made to manual '''Task Links''' like '''Begin '''and '''End point shapes''' and '''connection line Dash types''' are lost when '''saving''' to a previous version from version 7.1.
  
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<center>[[File:P70-10_17_1-(6-1)-70-02052021.png]]</center>
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For more information on '''sharing chart''', please see the articles at:  [[Sharing Charts for Version 7.1 (Portal) | Sharing Charts (Portal)]] 23.2.1-71
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<!--<center>P70-10_17_1-(6-1)-70-02052021.png</center>-->
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Again notice that regardless of the sequencing of the three '''text elements''', the designated '''first text element''' is always '''closest''' to the task bar.  In the illustration above, the '''first text element '''is '''Date label(s)'''.
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===Opening Previous Versions of OnePager using OnePager 7.0===
  
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===Text Element Order Sequencing===
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Opening a chart created with OnePager versions '''previous''' to version 6.1 with OnePager 7.1 provides a chart where only previously inserted '''Event Links''', if any, are converted to manual '''Task Links'''.  If a chart is being opened but was originally created with OnePager 7.1 and '''saved''' as a previous version, '''no''' '''Data-driven Task Links''' are available to be '''shown'''.  If you open a '''previous''' version of a chart and subsequently '''update''' the chart using OnePager 7.1 with a '''source plan''' that contains '''Predecessor/Successor''' information, OnePager 7.1 imports this '''Dependency''' information if the '''update '''method is''' Replace All Properties'''. Subsequent to the '''update''', the chart is able to '''show Data-driven Task Links'''.  Any '''Event Links''' present in the previous version of the chart being opened with OnePager 7.1 '''shows''' these '''links''' as manual '''Task Links'''.
  
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The lower portion of the '''Change Text Element Order''' form provides you with the controls to change the '''sequence of text elements''' as they are used in the four '''ordering options''' discussed in the previous sub-section.  The '''default settings''' are:
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==Related Link==
  
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* '''Task/milestone label – First'''
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[[Sharing Charts for Version 7.1 (Portal) | Sharing Charts (Portal)]] 23.2.1-71
  
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* '''Date label(s) – Second'''
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(19.7.1-71)
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* '''Percent Complete - Third'''
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Changing the '''text element order sequence''' changes the order of '''text elements''' applied to the chart when one of the four '''ordering options''' is selected.
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<!--
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===Relationship to Other Text Element Positioning Controls===
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The '''Change Text Element Order''' form is used to make '''global''' changes to '''text element ordering''' in the chart.  That said, you can always use the OnePager '''Home '''ribbon tool bar’s '''Label position '''dropdown to change the '''label position '''of any of the three possible '''text elements '''by individually selecting the '''text element '''and making the manual '''Label position '''change. 
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Using the chart shown below as a starting point, the '''text elements '''are '''ordered left to right''' with the '''Date label(s)''' as the '''First text element '''in the '''sequence''':
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<center>[[File:P70-10_17_1-(7)-70-02042021.png]]</center>
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<center>P70-10_17_1-(7)-70-02042021.png</center>
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For this example, suppose we select the '''Percent complete value''' of the '''Create Working Plan''' task bar of '''50% '''change its position in the row to the left of the task bar.  This can be done in two steps:
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:1) Click on the '''50% '''value in the task bar’s row to select the value.  This places a selection rectangle around the '''text element''' and '''enables '''the '''Label position '''dropdown on the OnePager '''Home '''ribbon tool bar tab as shown here:
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<center>[[File:P70-10_17_1-(8)-70-02042021.png]]</center>
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<center>P70-10_17_1-(8)-70-02042021.png</center>
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:2) Go to the '''enabled Label Position '''dropdown list and click on the '''Left''' position option. The result is that the '''50% value''' is repositioned to the '''left '''of the task bar and the remaining '''text elements '''are unchanged as shown below:
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<center>[[File:P70-10_17_1-(9)-70-02042021.png]]</center>
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<center>P70-10_17_1-(9)-70-02042021.png</center>
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Please be advised that in some cases, repositioning '''text elements''' can trigger the '''text collision avoidance algorithm '''to operate if the '''text collision avoidance''' feature is turned '''ON'''.
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-->
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==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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[[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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[[Selecting Task/Milestone Shapes and Text Labels for Version 7.0 | Selecting Task/Milestone Shapes and Text Labels]] 9.1.1-70
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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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[[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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[https://www.onepager.com/support/whats-new/text-element-ordering.html Text Element Ordering]
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(10.17.1-71)
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[[Category:Version 7.1]]
 
[[Category:Version 7.1]]
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[[Category:Charts]]
 
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[[Category:Chart Properties Form]]
 
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[[Category:Editing the Chart]]
 
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[[Category:Task/Milestone Editing]]
 
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[[Category:Task/Milestone Decorations]]
 
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[[Category:Labels]]
 
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[[Category:Labels]]
 
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[[Category:Percent Complete]]
 
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[[Category:Mavericks]]
 
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]
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[[Category:OnePager 360]]
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[[Category:Task Links]]
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[[Category:Snapshots]]
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[[Category:Snapshot Independent]]
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[[Category:Task/Milestone]]
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[[Category:Charts]]
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[[Category:Edit the Chart]]
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[[Category:Template]]
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[[Category:Chart Properties]]
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[[Category:Task Links Tab]]
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[[Category:Where Are My Links?]]
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[[Category:Where’s My Stuff?!]]

Revision as of 20:38, 22 February 2021

Editing Global or Individual Task Link Properties and the Chart

There are five (5) situations where making an edit in OnePager to the Data-driven Task Link environment precipitates a change in the chart and can impact all snapshots. These are covered below in the next sub-sections.

Situation 1: Turning the Data-Driven Task Link Feature ON or OFF

This change is made in the “Master” checkbox that turns the Data-driven Task Link feature ON or OFF in the Chart Properties form’s Task Link tab. Turning the Data-Driven Task Link Feature from ON to OFF: When this change is made, all Data-driven Task Links are hidden in all snapshots. Manual Task Links are not impacted.

Turning the Data-Driven Task Link Feature from OFF to ON:

1) If there are imported Data-driven Task Links, they are shown in all snapshots if they are not mavericks to be hidden.
2) If there are no imported Data-driven Task Links because the feature was previously OFF, OnePager goes out to the source plan and imports all Data-driven Task Links and shows them in every snapshot where the Task Link Filter rules are met.

Situation 2: Editing the OnePager Express Predecessor Field Mapping in its Chart Properties form

If you change the predecessor field mapping in OnePager Express, after OnePager Express creates the chart, the software discards all Data-driven Task Links and goes back to the Microsoft Excel source plan and imports the Data-driven Task Link information from the new designated Microsoft Excel field.

Situation 3: Editing the OnePager Express Predecessor Syntax Format Selection

The dropdown menu selection in the Syntax Format selector of the OnePager Express Chart Properties form’s Task Links tab’s Data-Driven Task Links control group is shown below before any Data-driven Task Link information is imported.

P70-19 7 1-70-(1)-10012020.png

This edit can be made at any time. If you make the edit in OnePager Express, the software discards all Data-driven Task Link information and goes back to the Microsoft Excel source plan and imports the Data-driven Task Link information using the new designated Syntax Format selector.

Situation 4: Change the Filter Links Sub-Group Control

This situation arises when you change the radio button selection in the Filter Links control sub-group of the Data-Driven Task Links control group in the Chart Properties form’s Task Link tab as shown below:

P70-19 3 1-70-(1)-10012020.png

There are two (2) possible changes that can be made.

From Show All to Use Rules:

OnePager configures the Chart Editor to show every Data-driven Task Link that satisfies the Task Link Filter rules established in the Task Link Filter Rules form unless the Task Link is a maverick and hidden. Any Task Link that does NOT satisfy the established Task Link Filter rules is hidden unless the Task Link is a maverick to be shown. When the change from Show all to Use Rules is made, OnePager reexamines all the Data-driven Task Links imported and assures that the Data-driven Task Links that show comply with the current Task Link Filter rules. Data-driven Task Links that do not comply with the current Task Link Filter rules are hidden.

From Use Rules to Show All:

OnePager configures the Chart Editor to ensure that all Data-driven Task Links imported from the source plan are shown when the Show all radio button is selected. Any Data-driven Task Links that are show/hide mavericks are not changed thus preserving their maverick show/hide status. If Data-driven Task Links are not otherwise mavericks, OnePager generates new Data-driven Task Links from the source plan’s Data-driven Task Link information using the current Task Link property settings.

Situation 5: Change any of the Task Link Filter Rules

This situation corresponds to clicking the Manage Rules … button in the Data-Driven Task Links control group in the Chart Properties form’s Task Link tab and doing a add, edit, or delete on a Task Link Filter rule in the Task Link Filter Rules form. When an edit is made to a Task Link Filter rule, OnePager Pro and Express configures the Chart Editor to show every Data-driven Task Link that satisfies the new Task Link Filter rules in the Task Link Filter Rules form unless the Data-driven Task Link is a maverick and hidden. Any Data-driven Task Link that does NOT satisfy the new Task Link Filter rules is hidden unless the Data-driven Task Link is a maverick to be shown. If this situation is encountered it can change which Task Link Filter rules apply at each snapshot but preserves the show/hide mavericks and mavericks of other Data-driven Task Link properties. If an existing Data-driven Task Link does not satisfy the new Task Link Filter rules set and is not a maverick to be shown or hidden, the Data-driven Task Link is completely discarded and all of its maverick properties are lost.

Saving OnePager Pro/Express Charts to Previous Versions

As with previous releases of OnePager Pro and Express you have the option to save charts (i.e., .TAM files) to previous versions. To save a chart to a previous OnePager version, go to the OnePager File ribbon tool bar tab and click the Save as tab which accesses the Save as chart window.

Click the Save as type: dropdown and you’ll see the options as shown below:

P70-19 1 1-70-(27)-09292020.png

When saving a chart with Data-driven Task Links, it should be recognized that the Data-driven Task Link information is lost when the chart is saved to version 6.0 or earlier version of OnePager and subsequently opened. Manual Task Links, however, are converted to Event Links which are compatible with previous versions.

Manual Task Links converted to Event Links retain manual Task Link properties including connection line color, Dash type, and font properties.

All other properties of manual Task Links converted to Event Links are lost.

Enhancements made to manual Task Links like Begin and End point shapes and connection line Dash types are lost when saving to a previous version from version 7.1.

For more information on sharing chart, please see the articles at: Sharing Charts (Portal) 23.2.1-71

Opening Previous Versions of OnePager using OnePager 7.0

Opening a chart created with OnePager versions previous to version 6.1 with OnePager 7.1 provides a chart where only previously inserted Event Links, if any, are converted to manual Task Links. If a chart is being opened but was originally created with OnePager 7.1 and saved as a previous version, no Data-driven Task Links are available to be shown. If you open a previous version of a chart and subsequently update the chart using OnePager 7.1 with a source plan that contains Predecessor/Successor information, OnePager 7.1 imports this Dependency information if the update method is Replace All Properties. Subsequent to the update, the chart is able to show Data-driven Task Links. Any Event Links present in the previous version of the chart being opened with OnePager 7.1 shows these links as manual Task Links.

Related Link

Sharing Charts (Portal) 23.2.1-71

(19.7.1-71)

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