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| − | ==Introduction to the Conditional Import Feature in OnePager==
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| − | This article describes OnePager’s '''Conditional Import''' feature. The article covers the '''Add-in''' and '''Standalone''' editions of OnePager Pro, OnePager Express, and OnePager 360. Illustrations used in this article are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager Express and OnePager 360.
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| − | ==Overview==
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| − | The article is recommended reading before you advance to any other of the product specific articles in this series. The '''Conditional Import Filters''' feature supports '''imports''' from all locations and configurations of Microsoft Project '''source plans''' including those from your computer, from the '''cloud'''; as a single '''source plan''', '''Integrated Master Schedules (IMS)''', or '''multiple separate Microsoft Project source plans'''. In most cases '''Conditional Import Filter rules''' are established before a chart is created. OnePager supports this by providing controls for '''managing Conditional Import Filter rules''' in the '''Template Properties''' form's '''Main''' tab if sufficient '''conditional import''' planning was performed before preparation of the first chart. In most cases, you can delay the creation of your '''Conditional Import Filter rules''' until just before creating the first chart after your '''source plan''' data are available. In this circumstance, OnePager provides '''Conditional Import Filter rule''' management controls on the '''OnePager choices''' ('''OPC''') form in the '''Task Selection''' control group of the form. Finally, after a chart is created you retain the capability to '''manage''' your '''Conditional Import Filter rules''' though the use of the '''Chart Properties''' form's '''Main''' tab where the same controls are available as mentioned for the '''Template Properties''' form.
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| − | This article provides details on the use of the '''Conditional Import Filters''' feature for OnePager Pro ('''OPP''') '''Add-in''' edition. Most of the examples in this and other related articles discuss the '''management''' of '''Conditional Import Filter rules''' in the context of the '''OPC''' form. First, information is provided on how to create '''Conditional Import Filters rules''' using the '''Conditional Import Rules''' form. Then, there are examples on how you might use the '''Condition Import Filters''' feature in your everyday use of OnePager to prepare for schedule presentations and discussions.
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| − | ==Adding a Filter Rule to the Conditional Import Rules Form==
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| − | ===About the Conditional Import Rules Form===
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| − | '''Conditional Import Filters''' are '''managed''' through the use of the '''Conditional Import Rules''' form shown below. Each entry in the form is made up of a '''Field''' column, an '''Operator''' column, and a '''Value''' column. The '''Field''' column is a dropdown menu which lists all fields '''imported''' from your Microsoft Project '''source plan''' any of which can be used as the controlling '''field''' for the '''rule'''. The '''Operator''' column is also a dropdown menu whose contents are '''dependent''' on the '''field type''' of the corresponding '''Field''' cell for the grid entry. For example, a '''Boolean''' field selected for the '''Field''' column has a dropdown list in the '''Operator''' column of '''Yes''' and '''No'''. The '''Value''' column is also, in most cases, a dropdown menu again '''dependent''' on the '''field type''' of the corresponding '''Field''' cell of the grid entry. For '''Boolean''' fields the '''Value''' cell is not used. For '''Date Fields''' the '''Value''' column provides access to the OnePager '''Calendar''' form. Other examples follow in this article. As discussed, you have the capability to logically '''OR''' and '''AND''' rules together.
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| − | The '''Conditional Import Rules''' form resembles to the '''Conditional Formatting''' form in look and function. In this form you can '''add''', '''copy''', '''change''', and '''delete''' '''Conditional Import Filter rules'''.
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| − | ===Accessing the Form===
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| − | The form is accessed from the '''OnePager choices '''('''OPC''') form as shown below:
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| − | <center>[[File:P70-7_18_1_1-70-(1)-08182019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(1)-08182019.png</center>-->
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| − | The '''Conditional Import Rules '''form is shown in its initial '''blank state''' above. The '''rules''' entered become part of any chart created or '''updated''' and are '''saved''' with the chart. If you later, create or '''update''' a snapshot using a '''Flag''' field, '''OPP''' '''saves''' the '''Flag''' field and '''clears''' the '''Conditional Import Filters rules'''. '''Conditional Import Filter rules''' are typically entered when a chart is first created in the '''NEW''' workflow. After a chart is created, '''rules''' can be '''added''' later for the '''UPDATE''' workflow via the '''OnePager choices''' form invoked either from the '''OnePager Start''' form or the OnePager '''Data''' ribbon tool bar tab's '''Custom Update…''' button. These workflows are described later in the examples accompanying this article.
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| − | ===Add a Rule===
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| − | With the '''Custom Import Rules''' form visible and blank, click the '''Add Rule''' button to create a '''new empty rule grid row''' as shown below:
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| − | <center>[[File:P70-7_18_1_1-70-(2)-08182019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(2)-08182019.png</center>-->
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| − | There are five (5) cells shown for the '''new rule grid row''' above. The first two cells are used as follows:
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| − | :* The first two cells are used as '''selection''' cells.
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| − | :* The first left-most cell, when clicked, allows you to use the '''Copy Rule(s)''' or the '''Delete Rule(s)''' buttons.
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| − | :* The second cell from the left is a checkbox used to '''activate''' or '''deactivate''' the '''rule''' itself. If the checkbox is '''unchecked''' or '''OFF''', OnePager does not apply the '''rule''' when performing the '''import''' function.
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| − | :* The '''Field''' cell of a '''rule grid row''' (third from the left) has a dropdown menu that allows you to select a Microsoft Project '''source plan''' field to use in creating the selected criterion for '''import'''.
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| − | When the dropdown menu is selected, the '''Field '''cell looks something like this:
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| − | <center>[[File:P70-7_18_1_1-70-(3)-08182019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(3)-08182019.png</center>-->
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| − | When a '''source plan''' field is selected, the '''name''' is displayed in the '''Field''' cell of the new '''Custom Import Filters rule grid row'''. The look of the rest of the new '''Conditional Import Filters rule grid row''' depends on the '''type of source plan''' field selected. These types are discussed next.
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| − | ====Date and Numeric Fields====
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| − | When '''source plan''' '''date or numeric''' field types are selected in the '''Field''' cell of the '''rule grid row''', the '''Operator''' field dropdown provides the options shown below:
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| − | <center>[[File:P70-7_18_1_1-70-(4)-08182019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(4)-08182019.png</center>-->
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| − | These are the conventional six (6) '''logical operators''' used consistently in OnePager for '''date and numeric types'''. They are the same '''Operators''' used in OnePager for '''Conditional Formatting'''.
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| − | For more information on the use of '''logical operators''', please see the article at: [[Conditional Formatting Overview for OnePager Pro for Version 7.0 | Conditional Formatting Overview]] 11.1.1-70
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| − | The '''Value''' cell in the '''rule grid row''' in the example above resolves to a '''date'''. Clicking on the '''Value''' cell in the '''rule grid row''' accesses the OnePager '''Calendar''' form as shown here:
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| − | <center>[[File:P70-7_18_1_1-70-(5)-08182019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(5)-08182019.png</center>-->
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| − | Clicking a specific '''date''' in the '''Calendar''' form placed that '''date''' in the '''Value''' cell and closes the '''date''' form. This completes the process of defining the first '''Conditional Import Filter rule''' at which time you can '''add''' another '''rule''' or '''modify''' the existing '''rule'''. If you are finished defining your '''Conditional Import Filter rules''', click the '''OK''' button to close the form. When '''any or all''' of the '''logical rules''' in the '''Conditional Import Rules''' form evaluate to '''TRUE''' on the selected '''Field''' for a Microsoft Project '''source plan''' task or milestone, the task or milestone is '''imported'''. Otherwise the task or milestone is skipped.
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| − | ====Text Fields====
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| − | When '''source plan''' '''text''' fields are entered in the '''Field''' cell of the '''Conditional Import Rules''' form's '''rule grid row''', the '''Operator''' field dropdown provides the options shown below:
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| − | <center>[[File:P70-7_18_1_1-70-(6)-08182019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(6)-08182019.png</center>-->
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| − | These are the conventional four (4) '''logical operators''' used consistently in OnePager for the '''text type'''. They are the same '''Operators''' used in OnePager for '''Conditional Formatting'''.
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| − | For more information on the use of '''logical operators''', please see the article at: [[Conditional Formatting Overview for OnePager Pro for Version 7.0 | Conditional Formatting Overview for OnePager Pro]] <!--11.1.1-70-->
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| − | For the '''Value''' cell in the grid row, OnePager expects a '''text string'''. Enter your '''text string''' by clicking on the '''Value''' cell and typing the desired '''text string'''. After typing your desired '''text string''', click anywhere in the form and the '''Conditional Import Filter rule''' is complete.
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| − | This completes the process of defining this '''Conditional Import Filter rule''' at which time you can '''add''' another '''rule''' or '''modify''' the existing '''rule'''. If you are finished defining your '''Conditional Import Filter rules''', click the '''OK''' button to close the form. When '''any or all''' of the '''logical statements''' evaluate to '''TRUE''' on the selected '''Field''' for a Microsoft Project task or milestone, the task or milestone is '''imported'''. Otherwise the task or milestone is skipped.
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| − | ====Boolean Fields====
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| − | When Microsoft Project '''Boolean''' field types are entered in the '''Field''' cell of the '''Conditional Import Filters rule grid row''', the '''Operator''' field dropdown provides the options shown below:
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| − | <center>[[File:P70-7_18_1_1-70-(7)-08182019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(7)-08182019.png</center>-->
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| − | These are the two (2) conventional '''Boolean logical operators''' used consistently in OnePager for the Boolean type. They are the same '''Operators''' used in OnePager for '''Conditional Formatting'''.
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| − | For more information on the use of '''logical operators''', please see the article at: [[Conditional Formatting with Boolean Fields for OnePager Pro for Version 7.0 | Conditional Formatting with Boolean Fields for OnePager Pro]] <!--11.5.1-70-->
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| − | '''Boolean''' types are a special case as the '''Operator''' and the '''Value''' in OnePager are combined into one cell of the '''Conditional Import Filters rule grid row''' - the '''Operator''' cell. Accordingly, the '''Value''' cell in the grid row is '''disabled'''. When '''any or all''' of the '''logical statements''' evaluate to '''TRUE''' (or '''Yes''') on the selected '''Field''' for a Microsoft Project task or milestone, the row is '''imported'''. Otherwise the task or milestone is skipped.
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| − | ====Flag1 Through Flag20 Fields====
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| − | OnePager treats Microsoft Project '''Fields''' from '''Flag1''' through '''Flag20''' as '''Boolean''' types in the same way as described in the previous sub-section. We want to emphasize the flexibility that '''Conditional Import Filters''' adds to the way you can '''import''' tasks and milestones from Microsoft Project. You can formulate sets of '''Conditional Import Filters rules''' to control task and milestone '''imports''' using '''all available types''' of Microsoft Project '''Fields''' and use '''operators''' that let you select ranges of values and more complicated combinations of criteria.
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| − | ====Text Type Fields Used As Flags in OnePager Express====
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| − | '''OPX''' treats Microsoft Excel '''Text''' type fields as '''Flag''' fields to control row '''imports'''. Accordingly, when '''text''' type fields are used for '''Conditional Import Filters''' rules, '''OPX''' makes the '''import''' decisions based on whether the cell either '''contains or does not contain''' to required '''Value''' cell’s content as shown below:
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| − | <center>[[File:X70-7_18_2_1-70-(8)-08202019.png]]</center>
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| − | <!--<center>X70-7_18_2_1-70-(8)-08202019.png</center>-->
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| − | In the case shown above, Microsoft Excel '''source plan''' rows are '''imported''' only if the row contents of the '''Shot It1''' Microsoft Excel '''source plan''' field contain a '''Yes'''. You can also use the '''equal''' or '''not equal Operators''' being careful that the '''Value''' contents in the '''Conditional Import Rules''' form row is exactly as specified in the Microsoft Excel '''source plan''' row. We want to emphasize the flexibility that '''Conditional Import Filters''' adds to the way you can '''import''' rows from your Microsoft Excel '''source plan'''. You can, therefore, formulate sets of '''Conditional Import Filters''' rules to controls '''imports''' using '''all available types''' of Microsoft Excel '''fields'''. For the logical statement to be '''TRUE''', hence cause '''OPX''' to '''import''' the corresponding Microsoft Excel '''source plan''' row, the contents of the '''Operator''' cell in the '''Conditional Import Filters''' rule row must match the type and value in the Microsoft Excel '''source plan'''. Additionally, the logical relationship must be '''TRUE''' to make '''OPX''' act on the '''condition'''.
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| − | ===The ANY and ALL Radio Buttons===
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| − | Just below the top of the '''Conditional Import Filter Rules''' form there are two '''radio buttons''' which control how the '''Conditional Import Filter rules''' are used as a group. The '''ANY of the following rules are true''' radio button, if selected, acts as a '''logical OR''' function for all '''enabled''' rules in the form. If this '''radio button''' is selected, OnePager examines the '''rule'''s in the form and '''imports''' only the tasks and milestones that satisfy those '''rules''' individually. The tasks and milestones that are '''imported''' under this scenario meet '''one or more''' of the '''enabled''' rules in the form. Tasks and milestones from the '''source plan''' that do not meet '''any''' of the '''enabled''' rules in the form are '''not imported'''.
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| − | The '''ALL of the following rules are true''' radio button, if selected, acts as a '''logical AND''' function for '''all enabled''' rules in the form. If this '''radio button''' is selected, OnePager examines the '''rules''' in the form and '''imports''' '''all''' the tasks and milestones that satisfy '''all''' the rules. The tasks and milestones that are '''imported''' under this scenario do meet '''all''' of the '''enabled''' rules in the form. Tasks and milestones from the '''source plan''' that do not meet '''all''' of the '''enabled''' rules in the form are '''not imported'''.
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| − | ==Editing an Existing Filter Rule in the Conditional Import Rules Form==
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| − | Suppose you’ve composed two '''Conditional Import Filters rules''' in the open '''Conditional Import Rules''' form and you want either of them to apply. That is, the radio button for '''ANY of the rules are true''' is clicked '''ON''' as shown below:
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| − | <center>[[File:P70-7_18_1_1-70-(8)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(8)-08192019.png</center>-->
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| − | Now further suppose, after reviewing these two rules, that you realize that you can not '''import''' any tasks or milestones that happen to '''Start''' on 3/1/2020 because the current rule is based on the '''less than logical''' '''Operator.''' To make the change in the '''Operator''' cell, click on the cell’s contents which highlights the cell in blue and accesses the dropdown menu button which you should click. When you do this the '''Conditional Import Rules''' form looks like this:
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| − | <center>[[File:P70-7_18_1_1-70-(9)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(9)-08192019.png</center>-->
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| − | To change the rule, access the '''Operator''' dropdown menu and then select the '''less than or equal''' '''Operator'''. As a result the '''edited Operator''' is displayed in the '''Operator''' cell of the second rule as shown here:
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| − | <center>[[File:P70-7_18_1_1-70-(10)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(10)-08192019.png</center>-->
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| − | Any '''Field, Operator, or Value''' cell can be '''edited''' in this way. Additionally, the '''On''' cell can be toggled to control the '''Conditional Import Filters''' rule's participation in the '''import''' process. Finally, you can switch between the two radio buttons at the top of the form in order to change the relationship among the rules from '''OR''' to '''AND''' or vice versa.
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| − | The '''edits''' described above can be made to the '''Conditional Import Rules''' form regardless of the '''OPC''' mode in which you are working (i.e., '''NEW and UPDATE'''). Also, you can access the '''Conditional Import Rules''' form from the '''OPC''' form as many times as needed to accomplish your presentation goals. OnePager '''saves''' the content of the last '''edit''' you make to the '''Conditional Import Rules''' form. When satisfied with the structure of your '''import''' rules, click the '''OK''' button at the bottom of the form to return to the '''OPC''' form. Now you are ready to create a '''NEW''' chart.
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| − | ==Copying an Existing Filter Rule in the Conditional Import Rules Form==
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| − | The '''Copy Rule(s)''' button is provided in the '''Conditional Import Rules''' form to facilitate the creation of additional rules. To copy an existing rule to create a '''new rule''', first select the '''rule grid row''' from which you wish to '''copy''' as shown below:
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| − | <center>[[File:P70-7_18_1_1-70-(11)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(11)-08192019.png</center>-->
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| − | Once the desired '''rule grid row''' is selected, clicking the '''Copy Rule(s)''' button '''copies''' the contents of the rule selected into a '''new rule grid row''' as shown below:
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| − | <center>[[File:P70-7_18_1_1-70-(12)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(12)-08192019.png</center>-->
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| − | At this point you can '''edit''' the copied '''rule grid row''' in the manner described previously. When you are finished, the new set of three '''rule grid rows''' can look like this:
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| − | <center>[[File:P70-7_18_1_1-70-(13)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(13)-08192019.png</center>-->
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| − | When satisfied with the structure of your '''import rules''', click the '''OK''' button at the bottom of the form to return to the '''OPC''' form. Now you are ready to create a '''NEW''' chart.
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| − | ==Deleting an Existing Filter Rule in the Conditional Import Rules Form==
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| − | There are times when a particular '''Conditional Import Filters''' rule no longer serves a purpose. You can select the '''rule grid row''' you want to '''delete''' and then click the '''Delete Rule(s)''' button to remove the '''rule grid row''' from the form. The process for '''deleting''' a '''rule''' parallels the process for '''copying''' a '''rule grid row''' in that the you must first select the desired '''rule grid row''' to '''delete''' by clicking the left-most cell in that '''rule’s grid row'''. Once the selection is made, click the '''Delete Rule(s)''' button and OnePager first shows a warning message asking if you really want to '''delete''' the '''rule grid row''' as shown below:
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| − | <center>[[File:P70-7_18_1_1-70-(14)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(14)-08192019.png</center>-->
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| − | If you select the '''No''' option, OnePager abandons the rule '''deletion operation''' and the warning message closes leaving the selected '''rule grid row''' selected. If you select the '''Yes''' option, OnePager closes the warning message, '''deletes''' the selected '''rule grid row''', and leave the '''Conditional Import Rules''' form showing the remaining '''rule grid rows''', if any. When satisfied with the structure of your '''import rules''', click the '''OK''' button at the bottom of the form to return to the '''OPC''' form.
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| − | ==Switching from Flag Fields to New Conditional Import Filters Rules==
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| − | When you click the '''NEW''' button, the '''OPC''' form is accessed. The process for building a new chart with '''Conditional Import Filters''' is the same with the exception that instead of using '''Flag''' fields from your '''source plans''' you are going to use the '''Conditional Import Rules''' form from the '''OPC''' form as shown below:
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| − | <center>[[File:P70-7_18_1_1-70-(15)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(15)-08192019.png</center>-->
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| − | In the illustration above, in the '''Task Selection''' section of the '''OPC''' form, the '''Select task by custom filter''' radio button is clicked '''ON'''. This action immediately accesses the '''Conditional Import Rules''' form also shown above. At this point you can '''Add Rules''' to the form, '''Copy Rules, Delete Rules,''' or '''edit''' existing rules.
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| − | ==Switching from Conditional Import Filters Rules to Flag Fields or Selecting all Tasks==
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| − | If you subsequently decide after composing one or more '''Conditional Import Filters''' rules and clicking '''OK''' on the '''Conditional Import Rules''' form that you want to use '''Flag''' fields instead, you can revert back to either of the two other '''Task Selection''' options provided in the '''OPC''' form shown above. (OnePager only supports one '''Task Selection''' option at a time.) To do this, click either of the other two radio buttons to '''Select all tasks''' or '''Select task with ‘Yes’ in field:''' When you click the '''Select all tasks''' button there is no further action you need to take on the '''OPC''' form. However, if you click the '''Select tasks with ‘Yes’ in field:''' you now need to select a '''Flag''' field from your '''source plan's''' list of available '''Flag''' or '''Numeric''' fields in the dropdown provided as shown below:
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| − | <center>[[File:P70-7_18_1_1-70-(16)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(16)-08192019.png</center>-->
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| − | In these circumstances where you’ve switched from using '''Conditional Import Filters rules''' to either '''selecting all tasks''' or '''selecting tasks using a flag field''' and OnePager discards the '''Conditional Import Filters rules''' associated with the chart.
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| − | ==Adding, Editing, Copying, and Deleting Conditional Import Filters Rules==
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| − | Managing '''Conditional Import Filters rules''' was discussed in previous sub-sections in this article. Please follow the reference links provided below for details on '''adding, editing, copying, and deleting''' of '''Conditional Import Filters''' rules:
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| − | <center>
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| − | {| class="wikitable"
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| − | | [[Conditional Import for OnePager Pro Add-in for Version 7.0#Adding a Filter Rule to the Conditional Import Rules Form | Adding a Filter Rule to the Conditional Import Rules Form]]
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| − | |-
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| − | | [[Conditional Import for OnePager Pro Add-in for Version 7.0#Editing an Existing Filter Rule in the Conditional Import Rules Form | Editing an Existing Filter Rule in the Conditional Import Rules Form]]
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| − | |-
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| − | | [[Conditional Import for OnePager Pro Add-in for Version 7.0#Copying an Existing Filter Rule in the Conditional Import Rules Form | Copying an Existing Filter Rule in the Conditional Import Rules Form]]
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| − | |-
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| − | | [[Conditional Import for OnePager Pro Add-in for Version 7.0#Deleting an Existing Filter Rule in the Conditional Import Rules Form | Deleting an Existing Filter Rule in the Conditional Import Rules Form]]
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| − | |}
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| − | </center>
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| − | ==An Example Using Conditional Import==
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| − | In this section and the one to follow, we’ll provide examples of a workflow that you might find most useful. First we’ll provide a simple example and then extend it to a more advance use of the workflow.
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| − | ===Setup===
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| − | Suppose you have a situation where you want to focus the attention of your audience on a particular set of tasks that have the following attributes:
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| − | :* Where tasks/milestones '''Start''' on or after December 1, 2018 but no later than March 1, 2020.
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| − | :* Where '''swimlanes''' in the chart represent the '''Phases''' of the project
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| − | :* Where the '''text column''' represent the '''Team''' associated with each displayed task, respectively.
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| − | :* And where the '''Legend''' is organized by '''Resource Name'''.
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| − | Let’s further suppose that we are going to use the '''BlueGrass Project Plan''' Microsoft Project '''source plan''' file as input to OnePager. Finally, we will use a variant of the the '''Single Chart Gantt View – Detailed Template''', distributed with OnePager, adapted to this Wiki example. To begin with, the '''source plan''' looks like this:
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| − | <center>[[File:P70-7_18_1_1-70-(17)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(17)-08192019.png</center>-->
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| − | The '''Main''' tab of the '''Template Properties''' form used for this example looks like this:
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| − | <center>[[File:P70-7_18_1_1-(18)-05082020.png]]</center>
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| − | <!--<center>P70-7_18_1_1-(18)-05082020.png</center>-->
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| − |
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| − | If we launched OnePager with the above '''Template Properties''' form, the tasks and milestones included in the chart become those associated with '''Yes''' in the '''Flag20''' field in the '''source plan''' above. This is not what we want so we first have to change the task and milestone '''selection criteria''' using the '''Conditional Import Filters''' feature as we’ll show next.
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| − |
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| − | ===Changing the Task and Milestone Selection Criteria===
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| − |
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| − | With the conditions established in the sub-section above, let’s go ahead and launch OnePager from the Microsoft Project ribbon tool bar and access the '''OnePager Start''' form as shown below:
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| − |
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| − | <center>[[File:P70-7_18_1_1-70-(19)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(19)-08192019.png</center>-->
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| − |
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| − | Next, click the '''NEW''' button which accesses the '''OnePager choices '''('''OPC''') form shown where the chart name is already filled in:
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| − |
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| − | <center>[[File:P70-7_18_1_1-70-(20)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(20)-08192019.png</center>-->
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| − |
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| − | We’ve gone ahead and confirmed that we have the correct '''source plan''' and we’ve filled in the '''Title of New Chart'''. We see that the '''Task Selection '''criteria are based on the contents of the '''Flag20 '''field, and we don’t want to use this '''Field'''. We have two ways to invoke the '''Conditional Import Filters''' feature and we’ll explain each below:
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| − |
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| − | ===Using the OnePager Choices Form to Create Conditional Import Filters===
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| − |
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| − | For this first technique, click on the '''Select tasks by custom filter''' radio button, that accesses the '''Conditional Import Rules''' form as shown below:
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| − |
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| − | <center>[[File:P70-7_18_1_1-70-(21)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(21)-08192019.png</center>-->
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| − |
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| − | Next, we’ll enter the two '''Conditional Import Filters''' we specified in the previous subsection and make sure the '''ALL of the following are true''' radio button is selected so the '''Conditional Import Rules''' form looks like this when we are done:
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| − |
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| − | <center>[[File:P70-7_18_1_1-70-(22-1)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(22-1)-08192019.png</center>-->
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| − |
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| − | From here we go ahead and click the '''OK''' button on the '''Conditional Import Rules''' form and, once back at the '''OPC''' form, go ahead and create the chart. However, before we do that we want to show the alternative way to enter '''Conditional Import Filters rules'''.
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| − |
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| − | ===Using the Template Properties Form to Create Conditional Import Filters===
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| − |
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| − | To illustrate this second technique let’s roll back to the '''OPC '''form we saw above and notice that the checkbox labeled '''Show field mappings''' is checked '''ON''' and the button below the checkbox is called '''Next>'''. Now click the '''Next>''' button which takes you to the second page of the '''OPC''' form which looks like this:
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| − |
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| − | <center>[[File:P70-7_18_1_1-70-(23)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(23)-08192019.png</center>-->
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| − |
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| − | Next, click the '''Edit current template…''' button which accesses the current '''Template Properties''' form as shown below. Then, navigate to the '''Main''' tab as we have done here and note the radio button titled '''Select tasks by custom filter''':
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| − |
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| − | <center>[[File:P70-7_18_1_1-(24)-05082020.png]]</center>
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| − | <!--<center>P70-7_18_1_1-(24)-05082020.png</center>-->
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| − |
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| − | When the '''Select tasks by custom filter''' radio button is clicked, the '''Conditional Import Rules ''' form is accessed and you can enter the two rules we specified in for this example as we’ve shown below:
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| − |
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| − | <center>[[File:P70-7_18_1_1-(25)-05082020.png]]</center>
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| − | <!--<center>P70-7_18_1_1-(25)-05082020.png</center>-->
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| − |
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| − | ===Creating the Chart===
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| − |
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| − | After entering the two '''Conditional Import Filters rules''', as shown above, click the '''OK '''button on the '''Conditional Import Rules''' form and then the '''Save and Use''' button at the bottom of the '''Template Properties''' form. These actions access the second page of the '''OPC''' form, shown earlier; where you can click the '''Create new chart''' button and OnePager creates the chart as shown here:
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| − |
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| − | <center>[[File:P70-7_18_1_1-70-(26)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(26)-08192019.png</center>-->
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| − |
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| − | ===Editing the Chart===
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| − |
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| − | If we like, we can '''edit''' the chart by adding the two '''text columns''' specified to show '''Start and Finish''' dates.
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| − |
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| − | This '''edit''' is implemented by using the '''Text Column''' feature as shown in the article at: [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
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| − |
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| − | When these actions are taken the chart looks like this:
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| − |
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| − | <center>[[File:P70-7_18_1_1-70-(27)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(27)-08192019.png</center>-->
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| − |
| |
| − | ==An Advanced Example Using Conditional Import==
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| − |
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| − | The advanced workflow example presented in this section on '''Conditional Import Filters rules''' is a continuation of the example in the previous section. If you haven’t read or reviewed the example above, we suggest that you do so before reading on in this section.
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| − |
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| − | ===Continuation of Previous Example===
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| − |
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| − | What we intend to show in this section is how to proceed from the creation of the chart in the previous section through successive '''edits''' and '''replacements''' to get to a chart that is perfect for a specific schedule conversation. To set the stage, let’s establish some further guidance for the final visual presentation:
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| − |
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| − | :* It needs to be very focused on the apparent trouble spot; say with the '''Prime '''contractor, for example.
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| − | :* There needs be as few tasks '''imported''' as possible so as to keep the audience’s focus on the real project management issue.
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| − | :* The presentation of the schedule issues needs be on one page.
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| − |
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| − | Given the above guidance, we need to restructure the chart from the previous section.
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| − |
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| − | ===Using Conditional Import Filters to Update a Chart through Replacement===
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| − |
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| − | Looking back at the chart from the previous sub-section, we see that it contains '''imported''' tasks from all the '''Resources''' available during the time interval we specified in the original set of '''Conditional Import Filter rules'''. Our guidance says that we want to focus more on the '''Prime '''contractor.
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| − | To do this, we’ll use the '''Conditional Import Filters''' feature to refine our '''import criteria''' and '''replace '''the chart with tasks/milestones that meet the '''Start''' criteria and the '''Resource Names''' criteria we need. To modify the '''Conditional Import Filters rules''' do the following steps:
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| − |
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| − | :1) First we go to the chart and access the '''Chart Properties''' form at the '''Main '''tab.
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| − |
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| − | :2) Next, we click the '''Select tasks by custom filter''' radio button to access the '''Conditional Import Rules '''form.
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| − |
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| − | :3) Then, we use the '''Add Rule''' button to make a '''new grid rule row''' for the third rule and compose the third rule to specify '''Resource Names''' in the '''Field''' column, an '''equal '''sign in the '''Operator '''column, and the word '''Prime '''in the '''Value''' column.
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| − |
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| − | :4) When the '''new grid rule row''' is '''added''', the new (third) rule, the forms looks like this:
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| − |
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| − | <center>[[File:P70-7_18_1_1-70-(28-1)-12042020.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(28-1)-12042020.png</center>-->
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| − |
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| − | Now do the following steps:
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| − |
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| − | :5) Click the '''OK''' button on the '''Conditional Import Rules''' form. This closes the form and take you back to the '''Chart Properties''' form’s '''Main''' tab. Here, click the '''Apply''' button only. This '''applies''' the change to the chart but keep the '''Chart Properties''' form's '''Main''' tab open. Before doing anything else, go to the OnePager '''Data''' ribbon tool bar. When you are finished with these steps, the '''Chart Editor''' and the '''Chart Properties''' form's '''Main''' tab looks like this:
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| − |
| |
| − | <center>[[File:P70-7_18_1_1-70-(29-1)-12042020.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(29-1)-12042020.png</center>-->
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| − |
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| − | :6) When you click the '''Apply''' button on the '''Chart Properties''' form the chart does not change appearance. This is because the actions taken only '''updates''' the '''Conditional Import Filter rules''' and no '''import''' action has yet to take place.
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| − |
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| − | :7) The '''last''' step in this workflow is to click the '''Replace Snapshot''' button which is the left-most '''Icon''' on the OnePager '''Data '''ribbon tool bar tab. This is the action that tells OnePager to '''update''' the chart by '''re-importing''' the '''source plan''' data with task selection controlled by the three rules now active in the '''Conditional Import Rules''' form. When the OnePager '''replace''' process completes, the chart is '''updated''' to not only restrict the '''start dates''' but also to restrict the '''Resource Names''' in the chart, like this:
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| − |
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| − | <center>[[File:P70-7_18_1_1-(30-2)-12042020.png]]</center>
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| − | <!--<center>P70-7_18_1_1-(30-2)-12042020.png</center>-->
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| − |
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| − | ===Summary of First Chart Replacement Iteration===
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| − |
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| − | To summarize what we’ve done, we’ve accomplished the following:
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| − |
| |
| − | :* Used the original chart in conjunction with the '''Conditional Import Rules''' form to specify an '''additional rule''' that further focus the tasks in the chart to our specific schedule discussion.
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| − | :* Used the '''Replace Snapshot''' button to tell OnePager to display the '''updated''' chart using all three '''Conditional Import Filter rules''' defined.
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| − |
| |
| − | ===Second Chart Replacement Iteration===
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| − |
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| − | The chart we created above still isn’t quite ready for our schedule conversation. Because, say, our schedule conversation is going to focus on '''reviews''' that are in the schedule, it might be a good idea to only show tasks which are '''review''' tasks by nature and name. To do this, we need to add a fourth '''Conditional Import Filter rule''' that will only '''import''' tasks in the current set of task displayed above that involve '''reviews'''. To do this, we'll '''add''' the fourth rule to the '''Conditional Import Rules''' form as shown below:
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| − |
| |
| − | <center>[[File:P70-7_18_1_1-70-(31)-08192019.png]]</center>
| |
| − | <!--<center>P70-7_18_1_1-70-(31)-08192019.png</center>-->
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| − |
| |
| − | We’ll use the same sequence of steps that were used in the first '''replacement iteration''' we described above. In the open '''Chart Properties''' form, click the button to access the '''Conditional Import Rules''' form and add a '''fourth rule''' restricting '''import''' to tasks/milestones that have the word '''review''' in their '''Task Name''' field. With the above rule '''added''', click the '''OK '''button in the '''Conditional Import Rules''' form and after it closes, click the '''Apply '''button on the bottom of the '''Chart Properties '''form’s '''Main''' tab. The appearance of the '''Chart Editor '''is like this:
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| − |
| |
| − | <center>[[File:P70-7_18_1_1-(32)-05082020.png]]</center>
| |
| − | <!--<center>P70-7_18_1_1-(32)-05082020.png</center>-->
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| − |
| |
| − | The last step is to click the '''Replace Snapshot''' button on the OnePager '''Data''' ribbon tool bar tab. OnePager performs the '''snapshot replacement''' and the chart looks like this:
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| − |
| |
| − | <center>[[File:P70-7_18_1_1-70-(33-1)-08192019.png]]</center>
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| − | <!--<center>P70-7_18_1_1-70-(33-1)-08192019.png</center>-->
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| − |
| |
| − | ===Summary of Second Chart Replacement Iteration===
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| − |
| |
| − | The chart in the illustration above now meets all the '''two Start Date, Resource Name, and Task Name''' criteria using four '''Conditional Import Filter rules''' to support the schedule conversation. This is all done by an iterative workflow that couples '''updates''' to the '''Conditional Import Rules''' with the '''Replace Snapshot '''button on the OnePager tool bar’s '''Data''' tab. All that needs to be done now is to '''copy''' the chart into the schedule presentation media.
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| − |
| |
| − | ===Some Additional Comments on this Workflow===
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| − |
| |
| − | It’s important to remember for this workflow that you '''always''' use '''REPLACE''' the single snapshot in the chart. We advise against '''ADDING''' a snapshot as you refine your '''conditional import filter rules''' because this can result in '''empty rows''' in the chart for '''source plan''' tasks that were present under a previous set of rules but are now absent. If you want to begin the workflow by '''OPENING''' a previously created chart, it is essential, as mentioned above, that there is a clear and viable path from the chart to its '''source plan(s)'''. You can confirm this and fix any problems by clicking the '''Selected Files''' button on the OnePager '''Data''' ribbon tool bar tab.
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| − |
| |
| − | ==Related Links==
| |
| − |
| |
| − | [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
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| − |
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| − | [[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-70-->
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| − |
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| − | [[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-70-->
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| − |
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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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| − |
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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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| − |
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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-->
| |
| − |
| |
| − | [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
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| − |
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| − | (7.18.1.1-70)
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| − |
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| − | [[Category:Version 7.0]]
| |
| − | [[Category:Add-in]]
| |
| − | [[Category:Basic Workflows]]
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| − | [[Category:Conditional Import Filters]]
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| − | [[Category:Importing]]
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| − | [[Category:Charts]]
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| − | [[Category:Editing the Chart]]
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| − | [[Category:OnePager - Tool Bar]]
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| − | [[Category:Basic Workflows]]
| |
| − | [[Category:Snapshots]]
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| − | [[Category:Task/Milestone Editing]]
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| − | [[Category:Conditional Formatting]]
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| − | [[Category:Getting Started with Version 7.0]]
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| − | [[Category:Integrated Master Schedules]]
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| − | [[Category:Enterprise Custom Fields]]
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| − | [[Category:OnePager Pro]]
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