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=Using Dynamic Shapes and Emoji Symbols for OnePager Version 7.1 (P71-0_4_4-71-08162021.docx)=
 
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==Overview==
 
==Overview==
  
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OnePager version 7.1 is '''enhanced''' with the addition of one hundred eighty five (185) '''dynamic shapes''' and four hundred thirty one (431) '''emoji symbols''' for '''milestone symbols''', '''deadlines''', and''' endpoints'''.  Additionally, these '''dynamic shapes '''and '''emoji symbols''' are available options when you configure '''Conditional Formatting Rules '''for '''milestone symbols''' and other uses.
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OnePager 360 is a new product from Chronicle Graphics, Inc. based on our popular OnePager Pro for Microsoft Project and OnePager Express for Microsoft Excel.  These three products are capable of producing presentation quality '''Gantt Charts''' from Microsoft Project and Excel '''source plans'''.
  
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The purpose of this article is to '''overview''' the '''enhanced dynamic shape '''and '''emoji symbol '''features and the controls available to use these features in the '''Chart Editor'''.  Additionally, several examples of use are provided.
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In addition, OnePager 360 in its '''Standalone''' edition can create these same presentation quality '''Gantt Charts''' from '''Smartsheet source plans'''.  This is accomplished by OnePager 360 '''Standalone''' being able to '''import''' '''Smartsheet''' '''export''' files which contain the project scheduling and related information that OnePager 360 '''Standalone''' needs to prepare a '''Gantt Chart'''.
  
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This article uses the '''Chart Properties''' form for most of its examples.  For brevity, this article does not cover the features in the '''Template Properties '''form related to these version 7.1 '''upgrades''' because the controls in the '''Template Properties '''form are identical to those of the '''Chart Properties '''form.
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OnePager 360 '''Standalone''' can connect to your '''Smartsheet account''' online, '''import '''the desired '''source plan''' and '''create '''a '''NEW '''chart, '''UPDATE''' an existing chart''' '''or simply '''OPEN''' an existing chart.
  
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==Making Global Changes to Dynamic Shapes and Emoji Symbols for Milestone Symbols==
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Once OnePager 360 '''Standalone '''accesses a '''new''' or '''existing '''chart, you have the capability to '''edit '''the chart using the full capabilities of the OnePager '''Chart Editor'''.  Once the '''edited '''chart meets your needs you can use OnePager '''Standalone’s sharing '''features to distribute the chart to colleagues or insert the chart into a presentation.
  
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In addition to the '''dynamic shapes''' currently available for differentiating '''milestone symbols''', we added a set of four hundred thirty one (431) '''emoji symbols''' that can be used as described above. 
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==Options==
  
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===Dynamic Shapes Controls===
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As discussed above, you have the option to '''import''' any '''Smartsheet''' file.  The file can come from any online data source where '''Smartsheet''' data resides.  Since OnePager 360 '''Standalone''' is a local computer application, the '''Smartsheet''' files must be accessible OnePager 360.
  
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The '''dynamic shapes''' are shown below as an example at the '''Chart Properties''' form’s '''Milestones''' tab’s '''Shape dropdown''' in the '''Default Milestones Symbol Styles''' sub-section:
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Launching OnePager 360 '''Standalone''' provides three options: (1) create a '''NEW''' chart, (2) '''OPEN''' an existing chart or (3) '''UPDATE''' an existing chart. 
  
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<center>[[File:P71-0_4-71-(3)-08092021.png]]</center>
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===NEW Chart Creation===
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<center>P71-0_4-71-(3)-08092021.png</center>
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===Emoji Symbol Controls===
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Creating a '''NEW''' chart is a matter of identifying the '''exported''' '''Smartsheet''' file’s location to OnePager 360 '''Standalone''', assuring that the '''Template''' selection for this procedure references a '''Smartsheet Template Properties '''form, and deciding on the '''Tasks''' from the '''source plan''' that you want included in the chart.  When these steps are complete, OnePager 360 '''Standalone''' displays the '''NEW''' chart in the '''Chart Editor'''.  From the '''Chart Editor''' you can '''edit''' the chart and output the chart to a presentation application like Microsoft PowerPoint.
  
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When you click the '''Emojis''' sub-tab shown above, the dropdown form containing all the available '''emoji symbols '''appears as shown here:
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===OPEN an Existing Chart===
  
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<center>[[File:P71-0_4-71-(4)-08092021.png]]</center>
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To '''OPEN''' an existing chart, launch the OnePager 360 '''Standalone''' application and click the '''OPEN''' button on the '''OnePager 360 Start''' form.  OnePager then displays a list of recently selected charts with the suffix ('''.tam''') and the option to '''BROWSE''' for the specific existing chart you may need. When the desired chart ('''.tam file''') is selected, OnePager 360 displays it in the '''Chart Editor'''.  For '''.tam file''' associated with '''Smartsheet source plans''', OnePager 360 '''Standalone''' attempts to connect to your '''Smartsheet '''account online and access the '''source plan '''associated with the selected '''.tam file'''.  At this point you have the option to use the features of the '''Chart Editor''' or share the chart with other in the manner described previously.
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<center>P71-0_4-71-(4)-08092021.png</center>
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For a complete list of '''dynamic shapes''' and '''emoji symbols''', please see the article at: [[Glossary of Dynamic Shapes and Emoji Symbols for Version 7.1 | Glossary of Dynamic Shapes and Emoji Symbols]] 29.3.1-71
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===UPDATE an Existing Chart===
  
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===Examples of Dynamic Shapes and Emoji Symbols===
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To '''UPDATE''' an existing chart ('''.tam file'''), access OnePager 360 '''Standalone''' from the '''desktop icon''' and click the '''UPDATE''' button on the '''OnePager 360 Start''' form.  OnePager 360 '''Standalone''' accesses the selected '''.tam file''' and, since it also knows where the '''Smartsheet source plan'''''' file resides, OnePager 360 '''Standalone '''automatically connect to your '''Smartsheet account '''online so that the ''''''source plan'''''' file is also accessible.  Assuming that you’ve updated the ''''''source plan'''''' file using your '''Smartsheet '''account to represent changes to the project in '''Smartsheet''', OnePager 360 '''Standalone''' creates a '''new snapshot''' of the project as a new chart that is displayed in the '''Chart Editor'''.  The updated chart can then be '''edited''' or included in a presentation.
  
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Using the '''Chart Properties '''form’s '''Milestones''' tab and the '''chart''' shown below, you can change the '''shape '''of milestone symbols:
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==Your Next Steps==
  
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<center>[[File:P71-0_4_4-71-(1)-08132021.png]]</center>
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For those of you who have used OnePager Pro or Express previously, OnePager 360 '''Standalone''' used with '''Smartsheet''' '''source plans''' operates consistently with OnePager Pro and Express in all respects. All features and functions of the '''Chart Editor''' are the same.  So, once you have created your OnePager 360 chart in the '''Chart Editor''' from your '''Smartsheet''' '''source plan''', all controls, functions, and feature of OnePager are the same.
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<center>P71-0_4_4-71-(1)-08132021.png</center>
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When you click the '''OK '''button, the '''selected dynamic shape''' is applied to the selected milestone symbol as shown below:
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For '''Smartsheet''' users who are new to OnePager 360, we recommend using the referenced article below to become more familiar with the detailed step-by-step procedure for making your first OnePager 360 chart from '''Smartsheet export''' files:
  
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<center>[[File:P71-0_4_4-71-(2-1)-08132021.png]]</center>
 
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<center>P71-0_4_4-71-(2-1)-08132021.png</center>
 
  
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When you change a milestone symbol’s '''dynamic shape''', the '''dynamic shape''' takes on the '''color''' of the original milestone symbol.
 
  
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In a similar way, starting with the original chart, all the milestone symbols can have their '''shapes''' changed to a specific '''emoji symbol''' as shown in the sequence below:
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<center>
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{| class="wikitable"
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| [[Using Smartsheet Source Plans with OnePager 360 Version 7.1 | Using Smartsheet Source Plans with OnePager 360]] 3.0.3.3-71
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|}
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</center>
  
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<center>[[File:P71-0_4_4-71-(3)-08132021.png]]</center>
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The article link referenced above provides an illustrated step-by-step approach to creating your first OnePager 360 chart and guides you through some of more frequently used controls for '''editing''' in the '''Chart Editor'''. At the end of this article (below) there is a list of '''Related Links''' to articles that provide more information on OnePager 360’s functions and controls so you can tailor your '''Gantt Charts''' to the specific needs of your schedule conversations.
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<center>P71-0_4_4-71-(3)-08132021.png</center>
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When you click the '''OK '''button, the '''selected emoji symbol''' is applied to all milestone symbols as shown below:
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==Related Links==
  
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<center>[[File: P71-0_4_4-71-(4)-08132021.png]]</center>
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[[Installing and Activating OnePager 360 for Version 7.1 (Portal) | Installing and Activating OnePager 360 (Portal)]] 2.0.3-71
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<center>P71-0_4_4-71-(4)-08132021.png</center>
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'''Emoji symbols''' have their own '''color''', therefore, when an '''emoji symbol''' replaces a '''dynamic shape''', the new milestone symbol loses its original '''color'''.  The '''Legend ''' is also updated with the new '''emoji symbol''' and its inherent '''color'''.
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[[Getting Started with OnePager Pro Version 7.1]] 3.0.1-71
  
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==Making Dynamic Shape and Emoji Symbol Changes to Individual Milestone Symbols==
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[[Getting Started with OnePager Express Version 7.1]] 3.0.2-71
  
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'''Dynamic shapes''' and '''emoji symbols''' can also be applied to '''individually selected''' milestones symbols using the '''Change Task/Milestone Properties''' form. If you '''select''' a milestone symbol as shown in the illustration below by right-clicking on the milestone symbol and then clicking the '''Format '''command in the '''right-click context menu''', you can access the '''Change Task/Milestone Properties '''form at its '''Format '''tab:
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[[Using Microsoft Project/Excel Source Plans with OnePager 360 Version 7.1 | Using Microsoft Project/Excel Source Plans with OnePager 360]] 3.0.3.2-71
  
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<center>[[File: P71-0_4_4-71-(5)-08132021.png]]</center>
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[[Using Smartsheet Source Plans with OnePager 360 Version 7.1 | Using Smartsheet Source Plans with OnePager 360]] 3.0.3.3-71
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<center>P71-0_4_4-71-(5)-08132021.png</center>
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When you click the '''OK '''button on the '''Change Task/Milestone Properties''' form, the change is applied to the chart as shown here:
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[[Using Rows and Swimlanes for OnePager Version 7.1 | Using Rows and Swimlanes]] 4.0.1.5-71
  
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<center>[[File: P71-0_4_4-71-(6)-08132021.png]]</center>
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[[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71
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<center>P71-0_4_4-71-(6)-08132021.png</center>
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You can use this same technique with the '''Change Task/Milestone Properties '''form’s '''Format '''tab to apply different '''emoji symbols''' to individual milestone symbols.
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[[Conditional Import for Version 7.1 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-71
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==Making Global Changes to Dynamic Shapes and Emoji Symbols for Milestone Symbol Decorations==
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In addition to being able to apply '''dynamic shapes''' and '''emoji symbols '''to milestone symbols, you can also apply these new features to '''baseline decorations '''and the '''four endpoint decorations'''. 
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Complete information on task bar/milestone '''decorations''' can be found in the article at: [[Modifying Decorations on Tasks/Milestones for Version 7.1 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] 10.0.1-71.
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The controls for these '''milestone symbol decoration '''features are discussed below with specific examples.
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===Baseline Decorations===
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To apply these features to '''baseline decorations '''you need to first access the '''Chart Properties '''form at the '''Milestones '''tab.  At the '''Milestones '''tab, navigate to the '''Milestone Symbols Decorations''' section of the form and check the '''Baseline Properties '''checkbox '''ON'''.  Then click the '''Baselines Properties '''button to access the '''Set baseline properties '''form as shown in the illustration below:
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<center>[[File:P71-0_4_4-71-(7)-08132021.png]]</center>
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<center> P71-0_4_4-71-(7)-08132021.png</center>
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When the '''dynamic shape''' changes for all '''baseline decorations''' shown above are applied to the chart, the chart looks like this after its been enlarged in the upper left quadrant for ease of viewing:
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<center>[[File:P71-0_4_4-71-(7A)-08132021.png]]</center>
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<center>P71-0_4_4-71-(7A)-08132021.png</center>
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The '''baseline shape''' was changed to highlight the '''baseline decoration''' in the chart above.
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You can use this same technique with the '''Chart Properties '''form’s '''Baseline Decorations '''tab to apply different '''emoji symbols''' to milestone symbols.
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===Deadline Decorations===
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To apply these features to '''deadline decorations '''you need to first access the '''Chart Properties '''form at the '''Task Milestones '''tab.  At the '''Milestones '''tab, navigate to the '''Milestone Symbol Decorations''' section of the form and check the '''Deadline Properties '''checkbox '''ON'''.  Then click the '''Deadline Properties… '''button to access the '''Set deadline properties '''form as shown in the illustration below:
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<center>[[File: P71-0_4_4-71-(8)-08132021.png]]</center>
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<center>P71-0_4_4-71-(8)-08132021.png</center>
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When the '''dynamic shape''' changes shown above are applied to the chart, the chart looks like this after its been enlarged in the upper left quadrant for ease of viewing:
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<center>[[File:P71-0_4_4-71-(8A)-08132021.png]]</center>
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<center>P71-0_4_4-71-(8A)-08132021.png </center>
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The '''deadline shape''' was changed to highlight the '''deadline decoration''' in the chart above.
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You can use this same technique with the '''Chart Properties '''form’s '''Deadline Decorations '''tab to apply different '''emoji symbols''' to milestone symbols.
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===Endpoint Decorations===
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'''Endpoint decorations''' are not provided for milestone symbols as milestones are considered an '''endpoint '''with respect to either the '''start''' or '''finish''' of a task.
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===Making Dynamic Shapes and Emoji Symbol Changes to Individual Milestone Symbol Decorations===
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'''Decorations '''for milestone symbols are applied '''globally'''.  Although milestone symbol '''properties''' can be '''edited''' individually by '''manually selecting''' a milestone symbol and using the '''Change Task/Milestone Properties '''form’s '''Format '''tab to '''edit''' their '''properties''', it is not possible to '''edit''' the '''dynamic shape''' or '''emoji symbol''' of individual '''baseline''' or '''deadline decorations'''. OnePager is configured such that all milestone symbol '''decorations '''take on '''global properties'''.
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==Dynamic Shapes and Emoji Symbols and the Chart Legend==
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OnePager updates '''Legend items''' whenever a change is made to the '''dynamic shape''' or '''emoji symbol''' of milestone symbols '''globally''' or '''individually'''.  This is illustrated using the starting chart shown below where all task bars in the chart are converted to be represented by milestone symbols at their '''start date''':
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<center>[[File:P71-0_4_4-71-(9G)-08162021.png]]</center>
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<center>P71-0_4_4-71-(9G)-08162021.png </center>
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===Allowing Milestone Symbols to Appear in the Legend===
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Most OnePager users do not want to have milestone symbols appear in the '''Legend''' especially when the milestone symbols represent the same '''legend category''' as task bars.  If you want milestone symbols to appear in your '''Legend''' as '''legend items''' you need to '''turn OFF''' the '''Do not duplicate task/milestones''' checkbox in the '''Template Properties '''form and/or '''Chart Properties '''form at the '''Legend''' tab as shown below for the '''Chart Properties''' form:
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<center>[[File:P71-0_4_3-71-(9K)-08132021.png]]</center>
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<center>P71-0_4_3-71-(9K)-08132021.png</center>
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For more information on the use of the '''Do not duplicate tasks/milestones''', please see the sub-section in the article at:  [[Legend Editing Controls for OnePager for Version 7.1#Controlling Duplication of Legend Items | Legend Editing Controls for OnePager - Controlling Duplication of Legend Items]] 15.3.1-71
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For the purpose of the examples and illustrations that follow, the '''Do not duplicate tasks/milestone''' checkbox is checked '''ON''' so only task bars are shown as '''legend items'''.
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===Global Changes to All Milestone Symbols===
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Making a '''global''' change to the '''milestone symbols''' for all milestone symbols updates the entire '''Legend''' as shown below:
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<center>[[File: P71-0_4_4-71-(9H)-08162021.png]]</center>
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<center> P71-0_4_4-71-(9H)-08162021.png </center>
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In the illustration above, all milestone symbols have their '''shapes '''changed to the '''Equilateral Triangle Pointing Down shape'''.  When the change is made, the milestone symbols reflect the change in the '''graph''' and the '''Legend '''is updated to reflect the '''global''' change.
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===Changing to a Dynamic Shape for an Individual Milestone Symbol===
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In a similar way the '''Legend '''is also updated if an individual milestone symbol is '''mavericked''' to a '''dynamic shape''' as in the example below starting for the original OnePager chart:
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<center>[[File:P71-0_4_4-71-(9I)-08162021.png]]</center>
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<center>P71-0_4_4-71-(9I)-08162021.png</center>
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After accessing the '''Change Task/Milestone Properties''' form for the selected milestone symbol, the '''dynamic shape''' is changed to the '''X-Sign shape'''.  Making this change adds a new '''Legend Item '''showing the '''mavericked''' milestone symbol’s new '''dynamic shape.'''
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===Making Global and Individual Emoji Symbol Changes in the Chart===
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OnePager updates the '''Legend''' as described in the two sub-sections above when both '''global''' and '''individual emoji symbol''' changes are made to all or individual milestone symbols in the chart as shown below for a '''global '''change:
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<center>[[File:P71-0_4_4-71-(9J)-08162021.png]]</center>
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<center>P71-0_4_4-71-(9J)-08162021.png</center>
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As with the example above for '''global dynamic shape''' changes, changing the '''emoji symbol '''updates all items in the '''Legend'''.  '''Emoji symbols''' have their own '''color''' as a permanent attribute.  Therefore, applying an '''emoji symbol''' to the chart may override the '''color''' associated with the '''legend item'''.''' '''Changes made to individual milestone symbol’s '''emoji symbol''' are also reflected in the '''Legend '''with the addition of a new '''Legend item'''.
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For more information on '''Legends''', please see the articles at: [[The Chart Legend for Version 7.1 (Portal) | The Chart Legend (Portal)]] 15.0.1-71.
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==Using Dynamic Shapes and Emoji Symbols in Conditional Formatting Rules – An Example==
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'''Conditional Formatting Rules''' allow you to dynamically change the '''shape''', '''color''', '''fill pattern''', '''background color''', and other properties of task bars/milestone symbols''' '''based upon a '''rule''' or '''set of rules''' driven by data OnePager '''imports''' from your '''source plan'''.  In version 7.1 the enhancement for '''dynamic shapes '''and '''emoji symbols '''is extended to '''conditional formatting rules'''.
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Before proceeding further, if you need to refresh your knowledge of '''Conditional Formatting Rules''', please see the articles at: [[Conditional Formatting for Version 7.1 (Portal) | Conditional Formatting (Portal)]] 11.0.1-71.
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===Example – Starting Chart Configuration===
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To illustrate the use of the new '''dynamic shape '''and '''emoji symbols''', suppose you are starting off with the chart shown below that consists of a project plan using five (5) different '''resources''' where OnePager has created the chart using different '''colors''' to represent different '''resources'''.  When this is done, the '''Legend''' reflects the '''resources''' and the '''colors '''OnePager assigned.  The chart looks like this with all task bars represented again as milestone symbols at their '''start date''':
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<center>[[File:P71-0_4_4-71-(10)-08162021.png]]</center>
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<center>P71-0_4_4-71-(10)-08162021.png</center>
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===Example – Adding Conditional Formatting Rules to Highlight an Issue===
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Now suppose there is an issue with '''Team 1''' and '''Team 2''' and you want the chart you plan to use for this '''schedule conversation''' to have the milestone symbols that are the responsibility of '''Team 1''' and '''Team 2''' to stand out clearly.  This can be done by adding '''conditional formatting rules''' that apply different '''dynamic shapes''' or '''emoji symbols''' to the milestone symbols involved. Using the '''Conditional Formatting Rules''' form shown below, you can configure '''rules''' for '''Team 1''' and '''Team 2''':
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<center>'''Creating of Conditional Formatting Rule for Team 1'''</center>
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<center>[[File:P71-0_4_4-71-(11)-08162021.png]]</center>
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<center>P71-0_4_4-71-(11)-08162021.png</center>
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<center>'''Creating of Conditional Formatting Rule for Team 2'''</center>
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<center>[[File:P71-0_4_4-71-(12)-08162021.png]]</center>
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<center>P71-0_4_4-71-(12)-08162021.png</center>
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===Example – Chart with Highlighted Task Bars Using Hash Fill Patterns===
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Applying these two '''Conditional Formatting Rules '''to the chart, the chart looks like this:
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<center>[[File:P71-0_4_4-71-(13)-08162021.png]]</center>
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<center>P71-0_4_4-71-(13)-08162021.png</center>
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When '''Emoji symbols''' are used in '''conditional formatting rules''', the '''color '''attributes for '''foreground color''' and/or '''background color''' are not used when the chart is updated when the '''conditional formatting rules''' are applied.
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'''Conditional Formatting Rules''' can be formulated before the chart is created by adding the '''rules '''to the '''Conditional Formatting Rules''' form in the current '''Template Properties '''form.
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==Related Links==
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[[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.1 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] 9.2.1-71
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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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[[Modifying Decorations on Tasks/Milestones for Version 7.1 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] 10.0.1-71
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[[Creating and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-71
  
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[[Conditional Formatting for Version 7.1 (Portal) | Conditional Formatting (Portal)]] 11.0.1-71
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[[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.1 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-71
  
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[[The Chart Legend for Version 7.1 (Portal) | The Chart Legend (Portal)]] 15.0.1-71
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[[Modifying the Time Axis for Version 7.1 (Portal) | Modifying the Time Axis (Portal)]] 22.0.1-71
  
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[[Glossary of Gradient and Hash Fill Patterns for Version 7.1 | Glossary of Gradient and Hash Fill Patterns]] 29.2.1-71
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[[Managing Chart Data for Version 7.1 | Managing Chart Data (Portal)]] 23.0.1-71
  
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[[Glossary of Dynamic Shapes and Emoji Symbols for Version 7.1 | Glossary of Dynamic Shapes and Emoji Symbols]] 29.3.1-71
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[[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
  
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(0.4.4-71)
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(0.4.2-71)
  
 
[[Category:Version 7.1]]
 
[[Category:Version 7.1]]
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[[Category:Dynamic Shapes]]
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[[Category:Getting Started with Version 7.1]]
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[[Category:Emoji Symbols]]
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[[Category:Standalone]]
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[[Category:Launching From Microsoft Project]]
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[[Category:Launching From Microsoft Excel]]
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[[Category:Primavera]]
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[[Category:OnePager 360 Start Form]]
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[[Category:OnePager Choices Form]]
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[[Category:Snapshots]]
 
[[Category:Charts]]
 
[[Category:Charts]]
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[[Category:Template Properties Form]]
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[[Category:Templates]]
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[[Category:Chart Properties Form]]
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[[Category:Editing the Chart]]
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[[Category:Conditional Formatting]]
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[[Category:Sharing Output]]
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[[Category:Editing a Chart]]
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[[Category:Task Links]]
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[[Category:Task/Milestone Editing]]
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[[Category:Time Axis]]
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[[Category:Multiple Swimlane Levels]]
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[[Category:OnePager - Tool Bar]]
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[[Category:Help]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager 360]]
 
[[Category:OnePager 360]]

Revision as of 16:17, 17 August 2021

Overview

OnePager 360 is a new product from Chronicle Graphics, Inc. based on our popular OnePager Pro for Microsoft Project and OnePager Express for Microsoft Excel. These three products are capable of producing presentation quality Gantt Charts from Microsoft Project and Excel source plans.

In addition, OnePager 360 in its Standalone edition can create these same presentation quality Gantt Charts from Smartsheet source plans. This is accomplished by OnePager 360 Standalone being able to import Smartsheet export files which contain the project scheduling and related information that OnePager 360 Standalone needs to prepare a Gantt Chart.

OnePager 360 Standalone can connect to your Smartsheet account online, import the desired source plan and create a NEW chart, UPDATE an existing chart or simply OPEN an existing chart.

Once OnePager 360 Standalone accesses a new or existing chart, you have the capability to edit the chart using the full capabilities of the OnePager Chart Editor. Once the edited chart meets your needs you can use OnePager Standalone’s sharing features to distribute the chart to colleagues or insert the chart into a presentation.

Options

As discussed above, you have the option to import any Smartsheet file. The file can come from any online data source where Smartsheet data resides. Since OnePager 360 Standalone is a local computer application, the Smartsheet files must be accessible OnePager 360.

Launching OnePager 360 Standalone provides three options: (1) create a NEW chart, (2) OPEN an existing chart or (3) UPDATE an existing chart.

NEW Chart Creation

Creating a NEW chart is a matter of identifying the exported Smartsheet file’s location to OnePager 360 Standalone, assuring that the Template selection for this procedure references a Smartsheet Template Properties form, and deciding on the Tasks from the source plan that you want included in the chart. When these steps are complete, OnePager 360 Standalone displays the NEW chart in the Chart Editor. From the Chart Editor you can edit the chart and output the chart to a presentation application like Microsoft PowerPoint.

OPEN an Existing Chart

To OPEN an existing chart, launch the OnePager 360 Standalone application and click the OPEN button on the OnePager 360 Start form. OnePager then displays a list of recently selected charts with the suffix (.tam) and the option to BROWSE for the specific existing chart you may need. When the desired chart (.tam file) is selected, OnePager 360 displays it in the Chart Editor. For .tam file associated with Smartsheet source plans, OnePager 360 Standalone attempts to connect to your Smartsheet account online and access the source plan associated with the selected .tam file. At this point you have the option to use the features of the Chart Editor or share the chart with other in the manner described previously.

UPDATE an Existing Chart

To UPDATE an existing chart (.tam file), access OnePager 360 Standalone from the desktop icon and click the UPDATE button on the OnePager 360 Start form. OnePager 360 Standalone accesses the selected .tam file and, since it also knows where the Smartsheet source plan' file resides, OnePager 360 Standalone automatically connect to your Smartsheet account online so that the 'source plan' file is also accessible. Assuming that you’ve updated the 'source plan' file using your Smartsheet account to represent changes to the project in Smartsheet, OnePager 360 Standalone creates a new snapshot of the project as a new chart that is displayed in the Chart Editor. The updated chart can then be edited or included in a presentation.

Your Next Steps

For those of you who have used OnePager Pro or Express previously, OnePager 360 Standalone used with Smartsheet source plans operates consistently with OnePager Pro and Express in all respects. All features and functions of the Chart Editor are the same. So, once you have created your OnePager 360 chart in the Chart Editor from your Smartsheet source plan, all controls, functions, and feature of OnePager are the same.

For Smartsheet users who are new to OnePager 360, we recommend using the referenced article below to become more familiar with the detailed step-by-step procedure for making your first OnePager 360 chart from Smartsheet export files:


Using Smartsheet Source Plans with OnePager 360 3.0.3.3-71

The article link referenced above provides an illustrated step-by-step approach to creating your first OnePager 360 chart and guides you through some of more frequently used controls for editing in the Chart Editor. At the end of this article (below) there is a list of Related Links to articles that provide more information on OnePager 360’s functions and controls so you can tailor your Gantt Charts to the specific needs of your schedule conversations.

Related Links

Installing and Activating OnePager 360 (Portal) 2.0.3-71

Getting Started with OnePager Pro Version 7.1 3.0.1-71

Getting Started with OnePager Express Version 7.1 3.0.2-71

Using Microsoft Project/Excel Source Plans with OnePager 360 3.0.3.2-71

Using Smartsheet Source Plans with OnePager 360 3.0.3.3-71

Using Rows and Swimlanes 4.0.1.5-71

Basic Workflows (Portal) 7.0.1-71

Conditional Import Filters (Portal) 7.18.1-71

Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-71

Creating and Editing Rows and Swimlanes (Portal) 12.0.1-71

Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-71

Modifying the Time Axis (Portal) 22.0.1-71

Managing Chart Data (Portal) 23.0.1-71

Managing Templates (Portal) 24.0.1-71

(0.4.2-71)

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