Difference between revisions of "TEMPzz3"

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==About Merging the Wrong Tasks into a Chart==
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==About Unlimited Field Mapping==
  
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1) OnePager Express ('''OPX''') can consistently create snapshots from period to period with '''updated''' information from a Microsoft Excel '''source plan'''.  
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'''Unlimited Field Mapping''' ('''UFM'''), provided in OnePager Pro and Express versions 6.0 and later,  is a vastly more efficient way to bring additional '''source plan fields''' into a chart after you've created and '''edited''' it.  With '''UFM''', a chart has access to all '''source plan fields'''.  '''Field Mapping''' is defined as the '''use''' of a '''source plan field''' for a particular OnePager '''purpose'''.  There are more than 25 OnePager '''purposes''' from '''Baseline Finish Date''' to '''Unique task/milestone identifier'''.  With this feature, you can easily refer back to your '''source plan''' and access changed '''fields''' for your chart.  For example, you can populate a '''Text field''' in Microsoft Project and then use that '''Text field''' to present data in an '''Text Column''' after the chart was first created.
  
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2) The tasks that are '''imported''' to OnePager in '''UPDATE''' mode should be the same set of tasks with, perhaps, some '''added or removed''' as the project moves toward completion.  
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Further, OnePager Pro gives you a more efficient way to change the '''field mapping''' for eight (8) of the most frequently used OnePager Pro '''presentation purposes'''.  For OnePager Express, there are seven (7) such '''presentation purposes''' because it omits display of '''critical path''' information.  All this is explained further below.
  
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===Adding a Task ID Field to Your Microsoft Excel Source Plan===
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==Using Unlimited Field Mapping – A Microsoft Project Example==
  
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3) OnePager Pro tracks tasks from snapshot to snapshot though the Microsoft Project '''UniqueID''' field in the '''source plan'''. 
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Suppose we use a '''source plan''' called BlueGrass Project Plan. If we look at the '''source plan field''' headings from this Microsoft Project '''source plan''' they would look like this:
  
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4) There is no such field intrinsically provided by Microsoft Excel so we strongly recommend that you '''add a column''' to your Microsoft Excel '''source plans''' that fulfills this purpose typically as the first '''source plan''' column as shown below:
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<center>[[File:P70-7_19_1-(1)-05122020.png]]</center>
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<!--<center>P70-7_19_1-(1)-05122020.png</center>-->
  
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<center>[[File:X70-7_12_1-70-(1)-08232019.png]]</center>
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Along with the typical '''Task Name''', '''Duration''', '''Start date''' and '''Finish date''' '''fields''' and some others, there are two '''flag''' fields ('''Flag20 and Flag10''') and a text field ('''Text10''') which appears to be used to specify the task's estimated risk. If we create a simple chart using the standard Single Project Gantt View – Detailed '''Template Properties''' form and '''Flag20''' to control the import, we get a chart that looks something like this:
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<!--<center>X70-7_12_1-70-(1)-08232019.png</center>-->
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5) In the illustration above, a '''Task ID''' column is '''added''' to the Microsoft Excel '''source plan''' and becomes included in the '''.xls file'''. The '''Task ID''' field and its associated values are:
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<center>[[File:P70-7_19_1-(2)-05122020.png]]</center>
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<!--<center>P70-7_19_1-(2)-05122020.png</center>-->
  
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:a) Automatically '''imported''' by OnePager Express with other task related data.  
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To see where the '''Unlimited Field Mapping''' first comes into play, let’s look at the '''Chart Properties''' form’s '''Rows/Swimlanes''' tab and one of the dropdown lists that contain '''field''' names from the '''source plan'''. An example from the '''Rows/Swimlanes''' tab is shown here:
  
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:b) Used by OnePager Express  to match tasks  from one snapshot with '''Updated''' '''source plan''' data '''imported''' to either '''replace''' the snapshot or to '''add''' a snapshot consistent with previous snapshots.  
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<center>[[File:P70-7_19_1-(3)-05122020.png]]</center>
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<!--<center>P70-7_19_1-(3)-05122020.png</center>-->
  
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:c) Recognized by OnePager Express as the '''Unique id''' that is displayed in the second page of the '''OnePager choices''' ('''OPC''') form for the '''source plan''' as shown below:  
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In the dropdown list above all the '''field names''' from the Microsoft Project '''source plan''' that were '''imported''' when the chart was created as shown '''ABOVE''' the '''dotted line'''.  The '''fields''' listed '''BELOW''' the '''dotted line''' are '''all available''' to OnePager with '''Unlimited Field Mapping'''.  For the sake of this example, let’s suppose that we want to use additional data from our Microsoft Project '''source plan''' shown above.  Our purpose in this example is to access the new data from Microsoft Project (e.g., '''Text10''' field) and use the data to populate an '''text column''' in the updated chart.  To accomplish this chart update, we need to tell OnePager Pro that we want to use the '''Text10''' field for the purpose of creating an '''Text Column'''.  This is done by accessing the '''Chart Properties''' form's '''Rows/Swimlanes''' tab, navigating to the '''Text Columns''' control group, checking the '''Left#1''' sub-tab's '''Display data from''' checkbox to '''ON''' Then, use the dropdown window to the right to select the '''Text10''' entry as shown here:
  
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<center>[[File:X70-7_12_1-70-(2)-08232019.png]]</center>
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<center>[[File:P70-7_19_1-(4)-05122020.png]]</center>
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<!--<center>X70-7_12_1-70-(2)-08232019.png</center>-->
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<!--<center>P70-7_19_1-(4)-05122020.png</center>-->
  
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:d) The '''imported Unique id''' is also displayed in the '''Chart Properties''' form's '''Field Mappings''' tab for your convenience but '''disabled''' as shown here:
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When you are finished establishing the controls for the '''Text Column''', click OK on the '''Chart Properties''' form.  OnePager Pro now accesses your Microsoft Project '''source plan''', '''imports''' the data in the '''Text10''' field, and re-configures the chart to look like this:
  
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<center>[[File:X70-7_12_1-70-(3-1)-09212020.png]]</center>
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<center>[[File:P70-7_19_1-(5)-05122020.png]]</center>
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<!--<center>X70-7_12_1-70-(3-1)-09212020.png</center>-->
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<!--<center>P70-7_19_1-(5)-05122020.png</center>-->
  
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:e) Finally, OnePager Express distributed '''Templates''' assume that your '''Unique id''' is going to be specified in your Microsoft Excel '''source plan''' as '''Task ID''' and the '''Template''' form's '''Field Mappings''' tab is set up with '''Task ID''' as the default setting.
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You can '''edit''' the '''Text Column''' header by changing it from '''Text10''' to '''Risk Assessment''', perhaps.  The same methods applies when your '''source plan''' is Microsoft Excel and you are using OnePager Express.
  
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:f) You have to option to change the setting of the '''Unique id''' field as shown below:
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==The Template Properties Form’s Field Mappings Tab==
  
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<center>[[File:X70-7_12_1-70-(4-1)-09212020.png]]</center>
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The '''Field Mappings''' tab in the '''Template Properties''' form has several purposes. Among these purposes is the selection of '''source plan fields''' that can be used later on with the chart, selection of '''fields''' for some '''presentation purposes''', and to identify an optional field for '''field splitting'''.  The '''Template Properties'''' form's '''Field Mappings''' tab, simplified the '''remapping''' using this tab for eight (8) OnePager Pro '''column''' purposes (seven (7) for OnePager Express), and supports the '''field splitting controls'''. In addition, there are '''Task/Milestone Identity''' controls to assist with '''Unique ID''' issues discussed elsewhere in this Wiki.
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<!--<center>X70-7_12_1-70-(4-1)-09212020.png</center>-->
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6) For more information pertaining to '''Unique id''', its significance in Microsoft Project and Microsoft Excel '''source plans''', and their role within OnePager Express, please see the article at: [[Merging the Wrong Tasks into a Chart for Version 7.1 - OnePager Express#OnePager Blog Posts | OnePager Blog Posts]] 7.12.1-71 provided in the related links section at the end of this article.
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===OnePager Pro===
  
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===Setting Your Warning Thresholds===
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The '''Field Mappings '''tab in the '''Template Properties''' form for OnePager Pro looks like this:
  
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7) Sometimes you can make the mistake of accidentally '''updating''' a chart with tasks from the wrong Microsoft Excel '''source plan'''.  
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<center>[[File:P70-7_19_1-(6)-05122020.png]]</center>
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<!--<center>P70-7_19_1-(6)-05122020.png</center>-->
  
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8) Or with the wrong set of tasks from the right Microsoft Excel '''source plan''' if you are making several charts from the same Microsoft Excel '''source plan''' using several different '''Flag''' fields.  
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The eight dropdown lists shown in the upper part of the form above are '''common uses''' that our customers need most frequently, but there are other important '''presentation purposes''' on the '''Rows/Swimlanes''' tab and the '''Task Bars''' and '''Milestones''' tab's of the '''Chart Properties''' form.  
  
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9) When any of these situations arise, OnePager detects them by using the '''Unique id''' field from the '''source plan''' to determine if '''additional''' tasks are being '''imported''' or if tasks are '''missing''' from the '''imported source plan''' supporting the '''update'''.
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Each dropdown list contains the Microsoft Project '''source plan fields''' of data types appropriate for its purpose.  For example, the '''Critical-path''' '''purpose''' allows only '''Boolean''' and '''Numeric''' fields, whereas the dropdowns in the '''Date Fields''' group contain only '''date''' fields and the '''Percent-Complete''' purpose allows only numeric fields. The '''Field Splitting''' group in the '''Field Mappings '''tab of the OnePager Pro '''Template Properties''' form works in the same way as it did in previous versions of OnePager Pro.
  
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10) '''Additional or missing''' tasks can cause the chart to suddenly appear '''messed up''' because it now displays many '''added new''' tasks that reside in many new '''rows and swimlanes'''.  
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For more information on '''Splitting and parsing columns''', please see the article at: [[Splitting and Parsing Columns for OnePager Pro for Version 7.0 | Splitting and Parsing Fields-OnePager Pro]] 24.4.1-70
  
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11) Even the earlier snapshots are affected by these new '''rows and swimlanes'''.   
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The '''Unique Id''' control in the '''Task/Milestone Identity Mapping''' control group shows the Microsoft Project '''source plan field''' that OnePager Pro used when it first created the chart.  This feature is available to assist advanced OnePager Pro users for '''updating''' charts when they have copied one Microsoft Project '''source plan''' into another. The '''Task/Milestones Identity Mapping''' control group is also found on the '''Chart Properties''' form's '''Field Mappings''' tab, but it is '''disabled''' there because you cannot change the '''Unique Id''' after a chart is created.
  
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12) A similar '''messed up''' chart can result from '''missing''' tasks as well.
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===OnePager Express===
  
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13) When this happens, the best idea is to immediately press the '''Undo''' button above the OnePager ribbon. 
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The '''Field Mappings '''tab in the '''Template Properties '''form for OnePager Express looks like this:
  
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14) This action immediately restores the chart to how it was before all the unfamiliar tasks were '''merged'''.  
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<center>[[File:P70-7_19_1-(7)-05122020.png]]</center>
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<!--<center>P70-7_19_1-(7)-05122020.png</center>-->
  
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15) Or you can simply '''close''' the '''messed up''' chart without '''saving''' it.   
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The seven (7) dropdown lists shown in the upper part of the form above are the '''common uses''' that our customers need most frequently, but there are other important '''presentation purposes''' on the '''Rows/Swimlanes''' tab and the '''Task Bars''' and '''Milestones''' tabs of the '''Chart Properties''' form. The dropdown lists here contain '''field''' headings found on the active Microsoft Excel '''source plan''' when the '''Template Properties''' form is accessed. Each dropdown list has two components divided by a '''dotted line'''.  The '''fields''' above the '''dotted line''' are properly classified as to data type when the chart was created.  The list of '''fields''' below the '''dotted line''' are those remaining '''source plan''' fields that can not be accurately classified. A typical dropdown list of '''source plan fields''' for the OnePager Express '''Field Mappings '''tab in the '''Template Properties''' form might look like this:
  
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16) When you '''reopen''' it, the erroneous '''update''' is gone.
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<center>[[File:P70-7_19_1-(8)-05122020.png]]</center>
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<!--<center>P70-7_19_1-(8)-05122020.png</center>-->
  
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17) To avoid this problem in the first place, OnePager can '''warn''' you before the '''wrong''' tasks are '''imported''' into the chart.  
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The '''Field Splitting''' control group in the '''Field Mappings''' tab of the OnePager Express '''Template Properties''' form works in the same way as it did in previous versions of OnePager Express.
  
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18) To receive this '''warning''', there is a checkbox in the '''Chart Properties''' form's '''Advanced''' tab that when checked '''On''' assures that the '''Warning''' message shown below is displayed.   
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For more information on '''Splitting and parsing columns''', please see the article at: [[Splitting and Parsing Columns for OnePager Express for Version 7.0 | Splitting and Parsing Fields-OnePager Express]] 24.5.1-70  
  
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19) The '''Chart Properties''' form's '''Advanced''' tab with the '''Set warning thresholds''' form is shown here:
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The '''Unique Id''' field in the '''Task/Milestone Identity Mapping''' control group shows the Microsoft Excel '''source plan''' field that OnePager Express uses when it first created the chart and then retains for all future updates.  The '''Task/Milestone Identity Mapping''' control group is also found on the '''Chart Properties''' form's '''Field Mappings''' tab, but it is '''disabled''' there because you cannot change the '''Unique Id''' after a chart is created. As a note, please take a look at the paragraph just above the '''Field Mappings''' control group title in the tab for both OnePager Pro and Express.  Whenever you make a change to the '''Task Name, Percent Complete, and Critical''' '''fields''' in the '''Template Properties''' form’s '''Field Mappings '''tab, OnePager updates the corresponding '''fields''' in the '''Gantt Bar Decorations''' control group of the '''Task Bars '''and '''Milestone '''tabs.
  
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<center>[[File:X70-7_12_1-70-(5-1)-09212020.png]]</center>
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==The Chart Properties Form’s Field Mappings Tab==
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<!--<center>X70-7_12_1-70-(5-1)-09212020.png</center>-->
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20) The settings in the '''Set warning thresholds''' form are expressed in terms of percentage of '''extra tasks added''' and '''tasks that are missing'''.
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Using '''Unlimited Field Mapping''' on the '''Chart Properties''' form, you can change '''Field Mappings''' after chart creation. The '''Chart Properties''' form’s '''Field Mappings''' tabs for OnePager Pro and Express mirror the '''Field Mappings''' tabs in their respective '''Template Properties''' forms. As an example, suppose we change the '''Chart Properties''' form’s '''Field Mappings''' tab’s '''Finish''' dropdown to use the '''source plan’s''' '''Start''' field as shown below:
  
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21) If, during a '''merge''' operation these thresholds are exceeded, the '''warning message''' is displayed.
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<center>[[File:P70-7_19_1-(9)-05122020.png]]</center>
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<!--<center>P70-7_19_1-(9)-05122020.png</center>-->
  
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22) You also have the option to set the '''warning thresholds''' in the '''Template''' form's '''Advanced''' tab.
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If the chart looks like this '''before''' the above change is made:
  
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23) The article links below provide more information on these topics:
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<center>[[File:P70-7_19_1-(10)-05122020.png]]</center>
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<!--<center>P70-7_19_1-(10)-05122020.png</center>-->
  
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<center>
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'''After''' the '''Finish''' dropdown window is changed to show the '''Start''' field, the chart looks like this:
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{| class="wikitable"
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| [[Template Only Features for Version 7.0 (OnePager Express)#Advanced Template Tab | Template Only Features-OnePager Express-Advanced Template Tab]] 24.2.1-70
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|-
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| [[Advanced Tab for OnePager Express for Version 7.0#Warn Of Merging Tasks | Advanced Tab for OnePager Express-Warn Of Merging Tasks]] 21.14.1-70
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|}
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</center>
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==Warn of merging tasks==
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<center>[[File:P70-7_19_1-(11)-05122020.png]]</center>
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<!--<center>P70-7_19_1-(11)-05122020.png</center>-->
  
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===About Merging Tasks===
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Changing the usage of the '''Finish '''dropdown to read '''Start''' tells OnePager that the '''Start '''and '''Finish''' dates are the same and that the task bar should be represented as a milestone symbol as shown above.
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====Setting Warning Thresholds====
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1) The '''Advanced''' tab of the '''Chart Properties''' form has a checkbox titled '''Warn of merging tasks''' as shown in the previous section.  This checkbox is accompanied by the '''Warning options''' button to the right.
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2) When this checkbox is checked '''On''', the button is active and when the '''Warning options''' button is clicked it accesses the '''Set warning thresholds''' form where you can set the '''percentage of extra and missing tasks''' necessary to provide you with the '''warning message''' discussed below.
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<center>[[File:X70-7_12_1-70-(6)-08232019.png]]</center>
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<!--<center>X70-7_12_1-70-(6)-08232019.png</center>-->
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3)  '''Extra tasks''' are tasks that are present in the '''imported''' '''source plan''' but are not present in the '''current chart'''.
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4)  '''Missing tasks''' are tasks that are present in the '''current chart''' but are not present in the '''imported''' '''source plan'''.
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5) Setting these percentages to 100% has the impact of turning the '''fixes and warnings off'''.
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6) Setting the percentages to 0% provides an assurance that '''any extra or missing tasks''' triggers the '''fixes and warnings''' feature.
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====When Merging Tasks Exceed the Thresholds====
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7) When the '''Warn on merging tasks''' checkbox is checked '''On''' and your workflow involves '''merging''' tasks, OnePager looks to see if '''extra tasks''' are being '''imported''' or if '''missing tasks''' are '''not being imported''' when '''updating''' a snapshot.
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8) After making the calculation, OnePager shows a '''Warning''' form asking if you want to proceed with the '''update''', '''cancel the update''', or '''try to fix''' tasks that have been misidentified.
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===Warning Message Form===
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9) The '''Warning''' message also gives you access to the '''See Extra and Missing Tasks''' form, shown below, so you can actually see the '''extra''' and '''missing''' tasks and make a fix, if possible. 
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10) OnePager is configured to issue the '''warning''' shown below if either of the thresholds in the '''Set warning thresholds''' form are exceeded.
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11) In this example, the threshold is exceeded because either 67% of the '''imported''' tasks are '''extra''' or 67% of the existing tasks are '''missing''':
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<center>[[File:X70-7_12_1-70-(7)-08232019.png]]</center>
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<!--<center>X70-7_12_1-70-(7)-08232019.png</center>-->
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12) At this point you have three (3) options:
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====Continue Import====
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13)  Click the '''Continue import''' button to proceed with the '''import'''. 
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14) By doing so you are accepting the differences between the '''current chart''' and the '''imported''' data that are about to '''update''' the chart. 
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15) This can lead to both new rows and blank rows in the snapshot.
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====See and Fix It====
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16)  Click the '''See and fix it''' button to take a look at the specific '''extra and missing''' tasks before deciding to whether to continue or not. 
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17) You can sometimes also fix the issue if you notice that an '''extra''' task is actually a '''missing''' task in disguise. 
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18) In that case, you can tell OnePager to map a '''missing''' task to the '''extra''' task. 
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19) These actions are explained in the '''See Extra and Missing Tasks''' form discussed below.
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====Cancel Import====
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20) As the final option, you can click the '''Cancel import''' button to '''close''' the '''OnePager message''' form above and stop the '''import''' process.
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===Continuing to Import Regardless of Extra or Missing Tasks===
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21) Clicking the '''Continue import''' button tells OnePager to proceed with the '''import''' and disregard any differences between the set of '''current''' tasks in the chart and the '''set of selected''' tasks in the '''source plan''' being '''imported'''. 
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22) At the end of the '''import''' operation, you have an '''updated''' snapshot that was either '''added''' to the snapshot list or '''replaced'''. 
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23) You can expect to see some new rows containing the '''extra''' tasks and some '''empty''' rows corresponding to the '''missing''' tasks.
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24) The latter can be automatically '''hidden''' if you have chosen the option '''Hide newly-empty rows on import''' on the '''Advanced''' tab page of the '''Chart Properties''' form. 
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25) For more information on '''hiding row''', please see section in  the article at: [[Advanced Tab for OnePager Express for Version 7.0#Row hiding options | Row Hiding Options]] 21.14.1-70
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===Using the See Extra and Missing Tasks Form===
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26)  Clicking the '''See and fix it''' button in the '''message form''' accesses the '''See Extra and Missing Tasks''' form that lists the '''extra''' and '''missing''' tasks in two grids as shown below. 
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27) Usually a '''missing''' task is just an existing task in the chart that is not in the '''current import set''' because you decided you did not want to '''Flag''' it for '''import'''. 
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28) Likewise, an '''extra''' task is usually just a task in the '''import set''' that you did not '''Flag''' previously but now want to include in the '''updated''' chart. 
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29) In these cases, there’s nothing to worry about, and you can safely ignore the rest of the discussion below. 
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====Wrong Source Plan or Wrong Flag Field====
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30) There’s also the case in which you have accidentally started an '''update''' using the wrong '''source plan''' or the wrong '''Flag''' field. 
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31) To continue can give you a '''big, unpleasant surprise!''' There can be lots of tasks that lost all of their '''formatting'''. 
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32) If the '''See Extra and Missing Tasks''' form shows lots of '''extra''' and '''missing''' tasks that don’t seem to belong together in the same chart, you probably need to '''cancel''' the '''update''' so that you can go back and choose the correct tasks to perform the '''update''' correctly.
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====Mapping Extra Tasks to Missing Tasks====
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33) However, there are cases in which an '''extra''' task is actually a '''missing''' task that is misidentified because its '''ID''' has changed in the '''source plan''' between when the chart was '''first''' created and the '''current moment''' when '''source plan''' data are being used to make the '''update'''.
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34) When this happens, you are able to recognize the '''missing''' task that is really just the '''extra''' task with a different '''ID'''.
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35) In this situation, you almost always want the '''extra''' task to inherit all the properties of the '''missing''' task so that it retains the right formatting (i.e., '''color, shape, row assignment, and so on''').
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36) You can do this by '''mapping''' these two tasks to each other. 
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37) If you see an '''extra''' task and then find a '''missing''' task that you recognize to be the same task but with a different '''ID''', use the '''Map''' button in the form below to '''map''' the '''extra''' task to its corresponding '''missing''' task.
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<center>[[File:X70-7_12_1-70-(8)-08232019.png]]</center>
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<!--<center>X70-7_12_1-70-(8)-08232019.png</center>-->
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38) The form above has two grids ('''Extra Tasks''' and '''Missing Tasks'''), each of which has four columns. 
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39) The left-most column contains the row cells for '''selecting a grid row'''. 
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40) The '''ID''' column contains the '''unique identifier''' for the '''extra''' or '''missing''' tasks.
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41)  The '''Task name''' column contains the task's name.
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42) The right-most column displays check marks for both members of a '''mapped pair'''.
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43) When the '''vertical scroll bar''' is present in the form it means there are more entries in the grid than displayed in the form's '''Extra''' or '''Missing Tasks''' window.
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44) For convenience, clicking the '''column headers''' for the '''ID''' and '''Task name''' columns '''reverses''' the '''sort sequence''' for the column and it's associated grid rows.
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45) To '''map an extra''' task to the '''missing''' task that goes with it, follow these steps:
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:a) Use your mouse to select one task from the''' Extra Tasks''' grid row by clicking the '''extra task’s''' selection cell.
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:b) Then go to the '''Missing Tasks''' grid row and click the selection cell of the '''missing''' task that goes with '''extra''' task.
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:c) Once two rows are selected, the '''Map''' button is enabled.  Click the '''Map''' button to '''map''' the two tasks to each other. 
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46) Notice that check marks now appear in the '''Mapped''' column for both grid rows.
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47) Also notice that the name of the button changes from '''Map''' to '''Unmap''', indicating that you can change your mind and '''remove the mapping''' you just created.
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48) You can repeat the procedure above as many times as needed provided there are pairs of tasks available in the '''Extra Tasks''' grid rows and '''Missing Tasks''' grid rows. 
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49)After matching a pair and clicking the '''Map''' button, when you select the second task in the next pair notice that the button labeled '''Unmap''' is relabeled to '''Map''' thus '''enabling''' the '''mapping''' function once more.
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50) To review all your '''mappings''', select any '''mapped''' task in either grid.  Notice that its '''paired task''' in the other grid is automatically selected and that the '''Unmap''' button is now '''enabled'''.
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51) This lets you see what is '''mapped''' to what and to '''remove mappings''' that should not be there.
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52) When you are satisfied with all the '''mappings''' between '''extra''' and '''missing''' tasks, associated '''missing''' tasks, click the '''Done''' button to confirm and go back to the '''Warning message''' form where the process started.
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53) When you finished this '''matching process''' and returned to the '''Warning message''' form, click one of the three buttons as described below:
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:a) Clicking the '''Continue import''' button tells OnePager to proceed with the remaining '''import''' process and use any '''matched missing and extra''' tasks/milestones to preserve formatting.
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:b) Clicking the '''Cancel import''' button stops the '''import''' process and returns you to where you started the '''update''' process (i.e. chart or '''Start form''').
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:c) Clicking the '''See and Fix It''' button takes you back to the '''See Extra and Missing Tasks''' form so that you can '''review, add, or remove mappings'''.
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===Notes===
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54) During any '''import and update''' operation, OnePager can find '''extra''' tasks and '''no missing''' tasks.  Or it can find '''missing''' tasks and '''no extra''' tasks. 
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55) In these situations, the '''Warning message''' is still displayed and the option to click the '''See and fix it''' button is still available. 
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56) However, there is no way to '''fix''' anything because one of grids in the '''See Extra and Missing Tasks''' form is empty. 
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57) When you view the '''See Extra and Missing Tasks''' form in such situations, it shows you the '''extra or missing''' tasks, but it does not instruct you to '''map''' anything. 
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58) In this case, the form is for informational purposes only.
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==Related Links==
 
==Related Links==
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[[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71
 
[[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71
  
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[[Advanced Tab for OnePager Express for Version 7.0 | Advanced Tab for OnePager Express]] 21.14.1-70
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[[Conditional Formatting for Version 7.1 (Portal) | Conditional Formatting (Portal)]] 11.0.1-71
  
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[[Template Only Features for Version 7.0 (OnePager Express) | Template Only Features-OnePager Express]] 24.2.1-70
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[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.1 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] 7.17.1-71
  
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==OnePager Blog Posts==
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[[OnePager Express Import of Data from Microsoft Excel for Version 7.0 | OnePager Express Import of Data from Microsoft Excel]] 4.0.1.4-70
  
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[https://www.onepager.com/community/blog/whats-a-unique-id-and-why-should-i-care/ What’s a Unique ID and Why Should I Care?]
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[[Understanding Charts and Snapshots for OnePager Pro for Version 7.0 | Understanding Charts and Snapshots for OnePager Pro]] 4.0.1.1-70
  
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[https://www.onepager.com/community/blog/unique-ids-in-microsoft-project/ Unique IDs in Microsoft Project]
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[[Understanding Charts and Snapshots for OnePager Express for Version 7.0 | Understanding Charts and Snapshots for OnePager Express]] 4.0.1.2-70
  
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[https://www.onepager.com/community/blog/unique-ids-in-project-online-and-project-server/ Unique IDs in Project Online and Project Server]
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[[Advanced Tab for OnePager Pro for Version 7.0#Reset Unique Ids on Update | Advanced Tab for OnePager Pro-Reset Unique Ids on Update]] 21.13.1-70
  
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[https://www.onepager.com/community/blog/unique-ids-in-excel/ Unique IDs in Excel]
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[[Splitting and Parsing Columns for OnePager Pro for Version 7.0 | Splitting and Parsing Fields-OnePager Pro]] 24.4.1-70
  
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[[Splitting and Parsing Columns for OnePager Express for Version 7.0 | Splitting and Parsing Fields-OnePager Express]] 24.5.1-70
  
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[[Category:OnePager Express]]

Revision as of 16:19, 1 March 2021

About Unlimited Field Mapping

Unlimited Field Mapping (UFM), provided in OnePager Pro and Express versions 6.0 and later, is a vastly more efficient way to bring additional source plan fields into a chart after you've created and edited it. With UFM, a chart has access to all source plan fields. Field Mapping is defined as the use of a source plan field for a particular OnePager purpose. There are more than 25 OnePager purposes from Baseline Finish Date to Unique task/milestone identifier. With this feature, you can easily refer back to your source plan and access changed fields for your chart. For example, you can populate a Text field in Microsoft Project and then use that Text field to present data in an Text Column after the chart was first created.

Further, OnePager Pro gives you a more efficient way to change the field mapping for eight (8) of the most frequently used OnePager Pro presentation purposes. For OnePager Express, there are seven (7) such presentation purposes because it omits display of critical path information. All this is explained further below.

Using Unlimited Field Mapping – A Microsoft Project Example

Suppose we use a source plan called BlueGrass Project Plan. If we look at the source plan field headings from this Microsoft Project source plan they would look like this:

P70-7 19 1-(1)-05122020.png

Along with the typical Task Name, Duration, Start date and Finish date fields and some others, there are two flag fields (Flag20 and Flag10) and a text field (Text10) which appears to be used to specify the task's estimated risk. If we create a simple chart using the standard Single Project Gantt View – Detailed Template Properties form and Flag20 to control the import, we get a chart that looks something like this:

P70-7 19 1-(2)-05122020.png

To see where the Unlimited Field Mapping first comes into play, let’s look at the Chart Properties form’s Rows/Swimlanes tab and one of the dropdown lists that contain field names from the source plan. An example from the Rows/Swimlanes tab is shown here:

P70-7 19 1-(3)-05122020.png

In the dropdown list above all the field names from the Microsoft Project source plan that were imported when the chart was created as shown ABOVE the dotted line. The fields listed BELOW the dotted line are all available to OnePager with Unlimited Field Mapping. For the sake of this example, let’s suppose that we want to use additional data from our Microsoft Project source plan shown above. Our purpose in this example is to access the new data from Microsoft Project (e.g., Text10 field) and use the data to populate an text column in the updated chart. To accomplish this chart update, we need to tell OnePager Pro that we want to use the Text10 field for the purpose of creating an Text Column. This is done by accessing the Chart Properties form's Rows/Swimlanes tab, navigating to the Text Columns control group, checking the Left#1 sub-tab's Display data from checkbox to ON Then, use the dropdown window to the right to select the Text10 entry as shown here:

P70-7 19 1-(4)-05122020.png

When you are finished establishing the controls for the Text Column, click OK on the Chart Properties form. OnePager Pro now accesses your Microsoft Project source plan, imports the data in the Text10 field, and re-configures the chart to look like this:

P70-7 19 1-(5)-05122020.png

You can edit the Text Column header by changing it from Text10 to Risk Assessment, perhaps. The same methods applies when your source plan is Microsoft Excel and you are using OnePager Express.

The Template Properties Form’s Field Mappings Tab

The Field Mappings tab in the Template Properties form has several purposes. Among these purposes is the selection of source plan fields that can be used later on with the chart, selection of fields for some presentation purposes, and to identify an optional field for field splitting. The Template Properties' form's Field Mappings tab, simplified the remapping using this tab for eight (8) OnePager Pro column purposes (seven (7) for OnePager Express), and supports the field splitting controls. In addition, there are Task/Milestone Identity controls to assist with Unique ID issues discussed elsewhere in this Wiki.

OnePager Pro

The Field Mappings tab in the Template Properties form for OnePager Pro looks like this:

P70-7 19 1-(6)-05122020.png

The eight dropdown lists shown in the upper part of the form above are common uses that our customers need most frequently, but there are other important presentation purposes on the Rows/Swimlanes tab and the Task Bars and Milestones tab's of the Chart Properties form.

Each dropdown list contains the Microsoft Project source plan fields of data types appropriate for its purpose. For example, the Critical-path purpose allows only Boolean and Numeric fields, whereas the dropdowns in the Date Fields group contain only date fields and the Percent-Complete purpose allows only numeric fields. The Field Splitting group in the Field Mappings tab of the OnePager Pro Template Properties form works in the same way as it did in previous versions of OnePager Pro.

For more information on Splitting and parsing columns, please see the article at: Splitting and Parsing Fields-OnePager Pro 24.4.1-70

The Unique Id control in the Task/Milestone Identity Mapping control group shows the Microsoft Project source plan field that OnePager Pro used when it first created the chart. This feature is available to assist advanced OnePager Pro users for updating charts when they have copied one Microsoft Project source plan into another. The Task/Milestones Identity Mapping control group is also found on the Chart Properties form's Field Mappings tab, but it is disabled there because you cannot change the Unique Id after a chart is created.

OnePager Express

The Field Mappings tab in the Template Properties form for OnePager Express looks like this:

P70-7 19 1-(7)-05122020.png

The seven (7) dropdown lists shown in the upper part of the form above are the common uses that our customers need most frequently, but there are other important presentation purposes on the Rows/Swimlanes tab and the Task Bars and Milestones tabs of the Chart Properties form. The dropdown lists here contain field headings found on the active Microsoft Excel source plan when the Template Properties form is accessed. Each dropdown list has two components divided by a dotted line. The fields above the dotted line are properly classified as to data type when the chart was created. The list of fields below the dotted line are those remaining source plan fields that can not be accurately classified. A typical dropdown list of source plan fields for the OnePager Express Field Mappings tab in the Template Properties form might look like this:

P70-7 19 1-(8)-05122020.png

The Field Splitting control group in the Field Mappings tab of the OnePager Express Template Properties form works in the same way as it did in previous versions of OnePager Express.

For more information on Splitting and parsing columns, please see the article at: Splitting and Parsing Fields-OnePager Express 24.5.1-70

The Unique Id field in the Task/Milestone Identity Mapping control group shows the Microsoft Excel source plan field that OnePager Express uses when it first created the chart and then retains for all future updates. The Task/Milestone Identity Mapping control group is also found on the Chart Properties form's Field Mappings tab, but it is disabled there because you cannot change the Unique Id after a chart is created. As a note, please take a look at the paragraph just above the Field Mappings control group title in the tab for both OnePager Pro and Express. Whenever you make a change to the Task Name, Percent Complete, and Critical fields in the Template Properties form’s Field Mappings tab, OnePager updates the corresponding fields in the Gantt Bar Decorations control group of the Task Bars and Milestone tabs.

The Chart Properties Form’s Field Mappings Tab

Using Unlimited Field Mapping on the Chart Properties form, you can change Field Mappings after chart creation. The Chart Properties form’s Field Mappings tabs for OnePager Pro and Express mirror the Field Mappings tabs in their respective Template Properties forms. As an example, suppose we change the Chart Properties form’s Field Mappings tab’s Finish dropdown to use the source plan’s Start field as shown below:

P70-7 19 1-(9)-05122020.png

If the chart looks like this before the above change is made:

P70-7 19 1-(10)-05122020.png

After the Finish dropdown window is changed to show the Start field, the chart looks like this:

P70-7 19 1-(11)-05122020.png

Changing the usage of the Finish dropdown to read Start tells OnePager that the Start and Finish dates are the same and that the task bar should be represented as a milestone symbol as shown above.

Related Links

Basic Workflows (Portal) 7.0.1-71

Conditional Formatting (Portal) 11.0.1-71

Using the OnePager "Data" Tab's "Selected file(s)" Button 7.17.1-71

OnePager Express Import of Data from Microsoft Excel 4.0.1.4-70

Understanding Charts and Snapshots for OnePager Pro 4.0.1.1-70

Understanding Charts and Snapshots for OnePager Express 4.0.1.2-70

Advanced Tab for OnePager Pro-Reset Unique Ids on Update 21.13.1-70

Splitting and Parsing Fields-OnePager Pro 24.4.1-70

Splitting and Parsing Fields-OnePager Express 24.5.1-70

(7.19.1-71)‏‎

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