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| − | ==Introduction to the Endpoints Feature in OnePager==
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| − | This article describes OnePager’s '''Endpoints''' 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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| − | ==About Editing Endpoints==
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| − | There are four (4) '''endpoints''' definable in OnePager for each task bar. By definition, milestone symbols in OnePager do not have multiple '''endpoints'''. Accordingly, '''endpoints''' for milestone symbols are not supported and there is no '''decoration''' controls for '''endpoints''' in the '''Template Properties''' or '''Chart Properties''' form's '''Milestones''' tab.
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| − | For all practical purposes, the four possible '''endpoints''' ('''Endpoint1, Endpoint2, Endpoint3, and Endpoint4''') can be thought of as additional '''deadline dates''' for task bars that can be defined to communicate related '''dates''' associated with the task bar. As an additional thought, you can consider the four '''endpoints''' as task-oriented '''milestones''' as they occupy the same row as their parent task bar.
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| − | The control and the behavior of all four '''endpoints''' are identical to that discussed for '''deadlines'''.
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| − | For more information on '''Deadlines''', please see the article at: [[Deadlines for OnePager for Version 7.1 | Deadlines for OnePager]] 10.9.1-71
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| − | By '''convention and as a default''', the initial association of '''Endpoints 1 through 4''' are to Microsoft Project '''source plan''' fields is as follows:
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| − | :* '''Endpoint 1: Start Date'''.
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| − | :* '''Endpoint 2: Finish Date'''.
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| − | :* '''Endpoint 3: Baseline Start Date'''.
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| − | :* '''Endpoint 4: Baseline Finish Date'''.
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| − | These '''default settings''' are contained in all distributed OnePager '''Template Properties''' forms. Since controls are provided as described below whereby you can '''edit''' the '''endpoint''' association with '''source plan''' fields, it is recommended that you establish your '''endpoint''' relationships to specific '''source plan date''' fields before creating the first chart. This recommendation can be done by '''editing''' the '''Template Properties''' form you plan to use before launching OnePager or after launching OnePager by '''editing''' the '''Template Properties''' form using the '''access point''' in the '''OnePager choices''' ('''OPC''') form described in the following section.
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| − | ==Displaying Endpoints==
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| − | For OnePager to properly display your '''endpoints''', you must first define the '''endpoint''' field in your '''source plan''' and map them to OnePager through the OnePager choices ('''OPC''') form. A sample, Microsoft Project '''source plan''' is shown below with both '''deadline''' and '''endpoint''' definitions:
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| − | <center>[[File:P70-10_11_1-(1)-06042020.png]]</center>
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| − | <!--<center>P70-10_11_1-(1)-06042020.png</center>-->
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| − | In the sample above, we see the typical task information with '''Flag20''' used to signal OnePager which '''rows''' to '''import''', the Microsoft Project '''Deadline''' field and four '''Date''' fields ('''Date1, Date2, Date3, and Date4''') which are used to '''import''' information to OnePager representing '''Endpoints 1 through 4''' respectively.
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| − | When the '''OnePager''' button is clicked on the Microsoft Project '''Add-ins''' tool bar tab and you click the '''NEW''' button on the '''OnePager Pro Start''' form, OnePager displays the first page of the '''OPC''' form as shown below:
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| − | <center>[[File:P70-10_11_1-(2)-06042020.png]]</center>
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| − | <!--<center>P70-10_11_1-(2)-06042020.png</center>-->
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| − | Clicking the '''Next>''' button with the '''Show field mappings''' checkbox checked '''ON''' accesses the second page of the '''OPC''' form shown below:
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| − | <center>[[File:P70-10_11_1-(3)-06042020.png]]</center>
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| − | <!--<center>P70-10_11_1-(3)-06042020.png</center>-->
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| − | Clicking the '''Edit current template…''' button takes you to the '''Template Properties''' form. Navigate to the '''Task Bars''' tab and the '''Endpoints''' checkbox in the '''Task Bar Decorations''' control group of the form as shown below:
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| − | <center>[[File:P70-10_11_1-(4)-06042020.png]]</center>
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| − | <!--<center>P70-10_11_1-(4)-06042020.png</center>-->
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| − | Check the checkbox to '''ON''' and Click the '''Endpoint Properties..." button to access the '''Set endpoint properties''' form shown below where you can '''set and edit''' the properties of any one '''endpoint''' or all four.
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| − | ==Editing All Endpoint Properties==
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| − | The '''Set endpoint properties''' form is a '''multi-endpoint''' form in that using this one form allows you to '''edit''' the properties of all four '''endpoint shapes''' available for display in the chart.
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| − | ===Set Endpoint Properties Form===
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| − | Clicking the '''Endpoint Properties...''' button accesses the '''Set endpoint properties''' form where the '''Choose endpoint''' dropdown is shown below allowing you the option to select to '''edit''' one of the four available '''endpoints''':
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| − | <center>[[File:P70-10_11_1-(5)-06042020.png]]</center>
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| − | <!--<center>P70-10_11_1-(5)-06042020.png</center>-->
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| − | In the illustration above, '''Endpoint 1''' is shown '''edited''' with all its available elements turned '''ON'''. The above form is almost identical to the '''Set deadline properties''' form. The difference is the '''Show this endpoint''' checkbox which refers to the dropdown menu shown above whereby you can select which '''endpoint''' to control. In effect, this form is four (4) forms in one allowing you to turn '''ON''' and '''OFF''' each individual '''endpoint''' and configure the properties of each '''endpoint''' separately. The illustration above covers up two important controls that need to be addressed. The '''Show this endpoint''' checkbox and the '''Field''' dropdown menu by which you tell OnePager which Microsoft Project '''source plan''' field is used for each particular '''endpoint'''. These controls are shown here:
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| − | <center>[[File:P70-10_11_1-(6)-06042020.png]]</center>
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| − | <!--<center>P70-10_11_1-(6)-06042020.png</center>-->
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| − | As necessary, repeat the above '''editing''' steps for '''Endpoint 2 through 4''' as required such that when the '''endpoint''' data are '''imported''' into OnePager the '''endpoint shapes''' and '''other properties''' are unique.
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| − | ===Saving the Current Template Properties Form===
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| − | Now that the '''endpoints''' are defined with distinct properties for all task bars in our example, go back to the '''Template Properties''' form, click the '''Save and use''' button to get back to the second page of the '''OPC''' form. Then, click the '''Create new chart''' button and OnePager produces the following chart:
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| − | <center>[[File:P70-10_11_1-(7-1)-06042020.png]]</center>
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| − | <!--<center>P70-10_11_1-(7-1)-06042020.png</center>-->
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| − | For the illustration above, '''Endpoints 1 through 4''' are lined up from left to right in each row.
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| − | ===Editing Endpoint Properties===
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| − | The above section's discussion covered the set up and initial display of '''endpoints'''. Recall that '''endpoint''' controls are exactly identical to the controls for '''deadlines'''.
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| − | For more information on '''Deadlines''', please see the article at: [[Deadlines for OnePager for Version 7.1 | Deadlines for OnePager]] 10.9.1-71
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| − | The exception is only for the necessity to turn '''ON''' and '''OFF''' the individual '''endpoints''' through their respective '''Show this endpoint''' checkbox and to enter the Microsoft Project '''source plan''' field you need to use for the respective '''endpoints''' in the '''Field''' dropdown menu of the '''Set endpoint properties''' form.
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| − | ==Editing Individual Task Endpoint Properties==
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| − | '''Endpoint properties''' can be set or '''edited''' for individual task bars. In addition to the capabilities for '''editing all Endpoint properties''' using the '''Template Properties''' and/or '''Chart Properties''' forms, you can select and individually '''edit Endpoint properties''' showing in the chart. A prerequisite for '''editing''' individual '''endpoint properties''' is the necessity for '''endpoint''' data to be '''imported''' from the Microsoft Project '''source plan'''.
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| − | ===Selecting Individual Task Bar or Bars===
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| − | Individual task bar '''endpoint properties''' can be '''edited''' by selecting the desired task bar or task bars with a right-click operation to access the task bar right-click '''context menu''' and then clicking on the '''Format...''' command in the '''context menu''' as shown below:
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| − | <center>[[File:P70-10_11_1-(8)-06042020.png]]</center>
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| − | <!--<center>P70-10_11_1-(8)-06042020.png</center>-->
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| − | Before you can do so, you must confirm that the '''Endpoints''' checkbox in either the '''Template Properties''' or '''Chart Properties''' form's '''Task Bars''' tab is checked '''ON'''.
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| − | ===Accessing the Change Task/Milestone Properties Form===
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| − | Selecting the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form. Next, navigate to the '''Endpoints''' tab, which displays the '''endpoint''' control options shown below:
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| − | <center>[[File:P70-10_11_1-(9)-06042020.png]]</center>
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| − | <!--<center>P70-10_11_1-(9)-06042020.png</center>-->
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| − | From the '''Endpoints''' tab of the form above, you are able to turn the selected '''endpoint''' '''ON''' or '''OFF''', show the '''endpoint connector''' to the task bar, and show or hide the '''endpoint date label text'''. Recall that selecting a milestone symbol in the manner described above to access its '''Change Task/Milestone Properties''' form accesses the version of the form without either the '''Critical Path''' or the '''Endpoints''' tab as shown here:
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| − | <center>[[File:P70-10_11_1-(10)-06042020.png]]</center>
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| − | <!--<center>P70-10_11_1-(10)-06042020.png</center>-->
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| − | ===Using Endpoints Example===
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| − | For example, using the '''Deadlines-Endpoints Example''' previously illustrated above, suppose we want to make the following '''edits''':
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| − | :* Turn '''OFF''' the display of Endpoint 1 for Task B
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| − | :* Hide the '''Endpoint connector''' for Endpoint 1 to Task C
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| − | :* Hide the '''Date Label''' for Endpoint 4 for Task C under the task
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| − | For each task bar we select the task bar with a right-click to access the task bar right-click '''context menu''', select the '''Format…''' command to get to the '''Change Task/Milestone Properties''' form, and finally accessed the '''Endpoints''' tab. These steps are performed for each of the task bars involved starting with Task B where one '''edit''' to '''Endpoint 1''' was made and then to Task C where an '''edit''' was made to '''Endpoints 1 and 4'''. After making these '''edits''' the chart looks like this:
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| − | <center>[[File:P70-10_11_1-(11)-06042020.png]]</center>
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| − | <!--<center>P70-10_11_1-(11)-06042020.png</center>-->
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| − | ==Related Links==
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| − | [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.1 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-71
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| − | [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70
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| − | [[Labeling Task/Milestone Dates for OnePager for Version 7.1 | Labeling Task/Milestone Dates for OnePager]] 10.1.1-71
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| − | [[Percent complete for OnePager for Version 7.1 | Percent complete for OnePager]] 10.3.1-71
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| − | [[Baselines for OnePager for Version 7.1 | Baselines for OnePager]] 10.5.1-71
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| − | [[Deadlines for OnePager for Version 7.1 | Deadlines for OnePager]] 10.9.1-71
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| − | [[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-71
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| − | [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
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| − | (10.11.1-71)
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| − | [[Category:Version 7.1]]
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| − | [[Category:Charts]]
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| − | [[Category:Chart Properties Form]]
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| − | [[Category:Editing the Chart]]
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| − | [[Category:Task/Milestone Editing]]
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| − | [[Category:Task/Milestone Decorations]]
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| − | [[Category:OnePager Choices Form]]
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| − | [[Category:Templates]]
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| − | [[Category:Endpoints]]
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| − | [[Category:Mavericks]]
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| − | [[Category:OnePager Pro]]
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| − | [[Category:OnePager Express]]
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| − | [[Category:OnePager 360]]
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