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| − | ==About Creating and Managing Virtual Summary Tasks==
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| − | A '''virtual summary task''' ('''VST''') is a summary task bar created by OnePager that does not exist in Microsoft Project or Excel. It represents the '''start date''' and '''end date''' of two or more constituent task bars or milestone symbols. In this respect the '''VST''' is a OnePager '''summary '''task displayed in the chart. OnePager computes the '''start and end dates''' of a '''VST''' as its constituent '''task dates''' change from '''snapshot to snapshot'''. It also constructs '''baselines''', '''percent complete bars''', and '''critical path segments''' (One Pager Pro ('''OPP''') only) for task bars being summarized. The illustrations and examples in this article are from OnePager Pro.
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| − | ==Creating and Undoing Virtual Summary Tasks==
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| − | ===Make a Virtual Summary Task===
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| − | To create a '''Virtual Summary Task''' ('''VST'''), follow these steps.
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| − | :1) Select the '''first''' task bar or milestone symbol.
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| − | :2) Use the '''CTL+Left-Click '''method to select the '''second''' (and '''third''', '''fourth''', etc.) constituent task bars and milestone symbols. Or use the '''Lasso '''method to select the desired task bars or milestone symbols.
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| − | :3) Right-click on any of the selected task/milestone symbols to access the '''task bar '''right-click '''context menu''' shown below.
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| − | :4) Click the '''Make into virtual summary task''' command as shown below:
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| − | <center>[[File:P70-18_0_1-70-(1)-09282020.png]]</center>
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| − | <!--<center>P70-18_0_1-70-(1)-09282020.png</center>-->
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| − | The chart now looks like this:
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| − | <center>[[File:P70-18_0_1-70-(2)-09282020.png]]</center>
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| − | <!--<center>P70-18_0_1-70-(2)-09282020.png</center>-->
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| − | If there are '''Task Links''' associated with the selected task bars their '''Task Links are not shown''' in the resulting '''VST'''.
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| − | ===Unmake a Virtual Summary Task===
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| − | To '''unmake''' the '''VST''', right-click on the '''VST '''to access the '''task bar '''right-click '''context menu''', and click the '''Unmake virtual summary task''' command in the context menu.
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| − | <center>[[File:P70-18_0_1-70-(3)-09282020.png]]</center>
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| − | <!--<center>P70-18_0_1-70-(3)-09282020.png</center>-->
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| − | When a '''VST '''is '''unmade''', any '''Task Links''' associated with the participating selected task bars are '''restored'''.
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| − | ==Setting Percent Complete for Virtual Summary Tasks==
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| − | Because a '''VST''' is really a collection of several other task bars, it is not always clear how to define its '''percent complete value'''. By '''default''', the '''percent complete''' for a '''VST''' is computed by OnePager so that the '''progress bar''' touches the '''time now line''' even if the '''Time Cursor''' is displayed or not in the chart as shown below:
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| − | <center>[[File:P70-18_0_1-70-(4)-09282020.png]]</center>
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| − | <!--<center>P70-18_0_1-70-(4)-09282020.png</center>-->
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| − | This value cannot always be appropriate because of the positions of the selected task bars with respect to the '''time now vertical line''' (usually the '''snapshot date'''). In some cases there won’t be a '''percent complete''' calculated or in other cases the '''percent complete''' can be illogical. You can '''override''' this '''default''' and set the '''percent complete''' value manually by using these steps. Right-click the '''VST''' to access the '''task bar '''right-click '''context menu '''and then click the '''Set % complete of virtual summary task''' command shown below:
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| − | <center>[[File:P70-18_0_1-70-(5)-09282020.png]]</center>
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| − | <!--<center>P70-18_0_1-70-(5)-09282020.png</center>-->
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| − | Enter the new '''percent complete''' value and click '''OK'''.
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| − | <center>[[File:P70-18_0_1-70-(6)-09282020.png]]</center>
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| − | <!--<center>P70-18_0_1-70-(6)-09282020.png</center>-->
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| − | After clicking the '''OK''' button, the '''VST''' and its '''percent complete bar''' look like this:
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| − | <center>[[File:P70-18_0_1-70-(6Z)-09282020.png]]</center>
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| − | <!--<center>P70-18_0_1-70-(6Z)-09282020.png</center>-->
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| − | ==Critical Path Segments in Virtual Summary Tasks==
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| − | OnePager Pro consolidates '''critical path segments''' into the '''VST''' from the constituent individual task bars and milestone symbols. This feature is not available in OnePager Express ('''OPX''') because '''OPX''' does not process '''critical path''' information. In the OnePager Pro chart below, there are four (4) task bars that are selected to become part of a '''VST''':
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| − | <center>[[File:P70-18_0_1-70-(6A)-09282020.png]]</center>
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| − | <!--<center>P70-18_0_1-70-(6A)-09282020.png</center>-->
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| − | When the '''VST''' is created, the '''VST''' itself looks like this with consolidated '''critical path segments'''.
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| − | <center>[[File:P70-18_0_1-70-(6B)-09282020.png]]</center>
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| − | <!--<center>P70-18_0_1-70-(6B)-09282020.png</center>-->
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| − | ==Displaying Milestone Symbols on Virtual Summary Tasks==
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| − | Many users often represent their charts entirely with milestone symbols normally to focus attention to '''start dates''' and '''finish dates''' as shown here with milestone symbols '''represented''' at '''finish dates''':
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| − | <center>[[File:P70-18_0_1-70-(6C)-09282020.png]]</center>
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| − | <!--<center>P70-18_0_1-70-(6C)-09282020.png</center>-->
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| − | OnePager can represent any '''VST''' configured under circumstances where a '''VST''' is created from '''milestone symbols only''', displays the '''VST''' bar with the collected milestone symbol '''shown on top''' of the bar as illustrated below:
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| − | <center>[[File:P70-18_0_1-70-(7)-09282020.png]]</center>
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| − | <!--<center>P70-18_0_1-70-(7)-09282020.png</center>-->
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| − | To control the use of this feature, a checkbox was added to the '''Chart Properties''' form’s '''Advanced''' tab’s, '''Display options''' control group called '''Overlay VST element''' to turn this feature '''ON''' and '''OFF''' as shown below:
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| − | <center>[[File:P70-18_0_1-70-(8)-09282020.png]]</center>
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| − | <!--<center>P70-18_0_1-70-(8)-09282020.png</center>-->
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| − | The same checkbox is also available in the '''Template Properties''' form’s '''Advanced''' tab in the same control group to set the feature on for all charts and '''snapshots''' created under that '''Template'''.
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| − | It is strongly recommended that you '''hide''' the '''task bar name labels''' for the task bars or milestone symbols you select to become members of the '''VST'''. This is because without '''hiding''' the '''task bar name labels''' they will appear '''overlaid''' onto the '''VST''' along with the task bar and/or milestone symbol selected to participate. This consequence may cause '''task bar name label collisions''' on the '''VST task bar''' that may be unwanted.
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| − | As another example, using the '''BlueGrass...''' chart shown below where the seven (7) original task bars are now represented as milestone symbols at the '''START DATE''' and again '''hide''' the '''task bar name labels''' to better illustrate the result:
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| − | <center>[[File:P70-18_0_1-70-(9)-09282020.png]]</center>
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| − | <!--<center>P70-18_0_1-70-(9)-09282020.png</center>-->
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| − | With the '''Overlay VST elements''' checkbox checked '''ON''', a '''VST''' is created as described in the previous section. The resulting '''VST''' looks like this:
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| − | <center>[[File:P70-18_0_1-70-(10)-09282020.png]]</center>
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| − | <!--<center>P70-18_0_1-70-(10)-09282020.png</center>-->
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| − | If you want to '''move''' the '''VST''' to another '''row''' or '''swimlane''', there are two (2) recommended approaches on how to do this efficiently.
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| − | ===First Recommendation===
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| − | If the '''VST''' and milestone symbol configuration is the only thing in the '''row''' or '''swimlane''', it is recommended that the '''move''' be done by making the '''move''' as a '''row''' or '''swimlane move''' versus trying to select the '''VST''' as a task bar and '''move''' the task bar individually. The reason is that the '''overlays of milestone symbols''' are separate graphics from the '''VST''' task bar and do not '''move''' with the '''VST''' task bar.
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| − | ===Second Recommendation===
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| − | If the '''VST''' and milestone symbols configuration occupy a '''row''' or '''swimlane''' with other task bars/milestone symbols, we recommend that you '''lasso''' the entire configuration which selects all task bars/milestone symbols and with the selection '''lasso''' active, make the '''move''' up or down for the selected task bars/milestone symbols.
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| − | ===Caution===
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| − | The '''Overlay VST elements''' checkbox is intended to be used '''ONLY''' with milestone symbols. Accordingly, if the '''Overlay VST elements''' checkbox is checked '''ON''' and task bars are being made into a '''VST''' the results may not be appropriate for your needs. Further, making '''Virtual Summary Tasks''' with the '''Overlay VST elements''' checkbox checked '''ON''' also brings the task bars/milestone symbol's '''name labels''' into the '''VST''' which may further complicate the look of the resulting '''VST'''.
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| − | ==Task Links and Virtual Summary Tasks (VST)==
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| − | If you are '''creating''' or '''editing''' '''Virtual Summary Tasks''' ('''VST''') that have either '''Data-Driven''' or manual '''Task Links''', it is important to be aware of how those '''Task Links''' appear after the '''creation''' or '''editing''' processes are complete. Any '''Task Links''' associated with the '''VST''' task bar/milestone symbols are '''hidden''' in the resulting '''VST''' representation.
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| − | For more information on the subject of '''Task Links''' and '''Virtual Summary Tasks''', please see this section in the article at: [[Manual Editing of Task Links for OnePager Pro for Version 7.0#Task Links and Virtual Summary Tasks (VST) | Manual Editing of Task Links - Task Links and Virtual Summary Tasks (VST)]] 19.4.1-70
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| − | ==Related Links==
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| − | [[Manual Editing of Task Links for OnePager Pro for Version 7.0 | Manual Editing of Task Links]] 19.4.1-70
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| − | [[Template Only Features for Version 7.0 (OnePager Pro) | Template Only Features-OnePager Pro]] 24.1.1-70
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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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| − | [[Advanced Tab for OnePager Pro for Version 7.0 | Advanced Tab]] 21.13.1-70
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| − | (18.0.1-71)
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| − | [[Category:Version 7.1]]
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| − | [[Category:Editing the Chart]]
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| − | [[Category:Virtual Summary Tasks]]
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| − | [[Category:Task/Milestone Editing]]
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| − | [[Category:Name Label Collision Avoidance]]
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| − | [[Category:Escape Methods]]
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| − | [[Category:Ribbon]]
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| − | [[Category:Snapshots]]
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| − | [[Category:Charts]]
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| − | [[Category:Templates]]
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| − | [[Category:Chart Properties Form]]
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| − | [[Category:Task Links]]
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| − | [[Category:OnePager Pro]]
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| − | [[Category:OnePager Express]]
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