Difference between revisions of "Template Only Features for Version 7.0 (OnePager Express)"

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==About Template Only Features==
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==About Template Properties Form Only Features==
  
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1) Because the '''Template Properties''' and Project-View Properties ('''PVP''') forms are similar, this section only covers the areas of the former that are different from the latter.  
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Because the '''Template Properties''' and '''Chart Properties''' forms are similar, this article only covers the areas of the '''Template Properties''' form that are different from the '''Chart Properties''' form.  
  
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2) If you are unclear on the differences between a '''Template''' and a '''PVP''', please review the explanation in the [[Core Concepts for OnePager 6.1 (Portal) | Core Concepts (Portal)]] 4.0.1-70 and [[Templates versus Project Views for Version 6.1 | Templates versus Project Views]] 4.3.1-70 articles.
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For more information on '''Template Properties''' and '''Chart Properties''' forms, please see the articles at: [[Core Concepts for OnePager 7.0 (Portal) | Core Concepts (Portal)]] <!--4.0.1-70--> and [[Templates versus Charts for Version 7.0 | Templates versus Charts]] <!--4.3.1-70-->
  
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3) You should familiarize yourself with '''PVP''' form before reading this section.   
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You should familiarize yourself with the '''Chart Properties''' form before reading this article.   
  
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4) Please see the article at this link: [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-70 for more information and access to more detailed articles.
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For more information on the '''Chart Properties''' form, please see 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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==A Few Words On Templates==
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==A Few Words On Template Properties Forms==
  
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1) '''Permanent Template'''.  Chronicle Graphics, Inc. ships '''OPX''' with one pre-defined '''permanent template''' that you cannot accidentally delete. 
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===Permanent Template Properties Forms===
  
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:a) The '''permanent template''' has the word '''Permanent''' in its name.   
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Chronicle Graphics, Inc. ships OnePager Express ('''OPX''') with one pre-defined '''permanent Template Properties''' form that you cannot accidentally '''delete'''.   
  
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:b) The '''permanent template''' cannot be modified hence all the control features on each tab are disabled (ghosted).
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The '''permanent Template Properties''' form has the word '''Permanent''' in its name.  The '''permanent Template Properties''' form cannot be modified hence all the control features on each tab are '''disabled'''.
  
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2) '''Metric versus Non-Metric'''.  Within a '''Template''' there are settings which are measures that must be considered when building the project view graph. 
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===Metric Versus Non-Metric===
  
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:a) These include the '''height''' of individual rows, the '''height''' of the percent-complete bar within a task bar, and the like.
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Within a '''Template Properties''' form there are settings which are '''distance measures''' that must be considered when building the chart.  These include the '''height''' of individual '''rows''', the '''height''' of the '''percent-complete bar''' within a task bar, and the like.  
  
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:b) OnePager supports two measurement conventions:  (1) English ('''inches''') and (2) Metric ('''centimeters''').  For convenience you can identify a '''Metric''' based '''Template''' because the word '''(metric)''' is included in the title.  And these two sets of '''Templates''' are separated by default into English and a Metric subfolder of the default '''templates''' folder.
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OnePager supports two measurement conventions:  (1) English ('''inches''') and (2) Metric ('''centimeters''').  For convenience, you can identify a '''Metric''' based '''Template''' form because the word '''(metric)''' is included in the title.  And these two sets of '''Template Properties''' forms are separated by default into '''English''' and a '''Metric sub-folder''' of the default '''Templates''' folder.
  
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3) In addition to the English and Metric folders in the '''Template''' folder there is a '''Legacy''' folder containing '''Templates''' from versions of '''OPP''' prior to version 5.3.
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==Template Properties Form's Main Tab==
  
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4) Ideally, you can use one of the '''Templates''' provided one time and then from there you can customize your project using your own customer '''Template'''.   
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The '''Main''' tab of the '''Template Properties''' form differs slightly from the '''Chart Properties''' form.  The '''Template Properties''' form does not have entry controls for the '''Start date''', '''End date''', '''Title''', because '''dates''' are systematically produced by OnePager based on the earliest '''start date''' and '''latest finish dates''' in your '''source plan''' data.  The '''Title''' is something you designate as you '''create the new''' chart with the OnePager choices ('''OPC''') form.
  
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:a) Once a project view is customized it may be transformed into a '''Template''' using the '''Copy to Template''' button on the ribbon's '''Home''' tab.
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<center>[[File:X70-24_2_1-70-(1)-12012020.png]]</center>
 +
<!--<center>X70-24_2_1-70-(1)-12012020.png</center>-->
  
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:b) Our '''Templates''' give you a starting point, but to maximize your efficiency, we recommend you learn how to create and update your own '''Templates'''.
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The '''Colors''' control group provides access to the '''Color Palette''' controls for '''creating''' and '''editing Color Palettes'''.  Additionally, the '''Colors''' control group contains all the controls for setting the '''Chart Background''' and access to the '''Set line properties''' form and its sub-tabs through the '''Borders, frames, and time-cursor properties''' button shown here:
  
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==Main Template Tab==
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<center>[[File:X70-24_2_1-70-(2)-12012020.png]]</center>
 +
<!--<center>X70-24_2_1-70-(2)-12012020.png</center>-->
  
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1) The '''Main''' tab of the '''Template Properties''' form differs slightly from the '''PVP''' form.  The '''Template''' does not have entry controls for the '''Start date''', '''End date''', '''Title''', because '''dates''' are systematically produced by OnePager based on the earliest '''start date''' and '''latest finish dates''' in your '''source plan''' data.  The '''Title''' is something you designate as you create the new project view with the OnePager choices ('''OPC''') form.
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The controls for '''Row Borders''' can be found in the '''Template Properties''' form's '''Rows/Swimlanes''' tab at each of the three '''sub-tabs''' in the '''Swimlanes''' control group.  For more information on '''Row Borders''', please see the article at: [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70-->
  
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<center>[[File:X61-24_1_1-61-(1)-08302018.png]]</center>
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The '''Task Selection''' control group provides a convenient place in the '''Template Properties''' form for you to preset the method you want to use for '''importing''' task/milestone information from your Microsoft Excel '''source plan'''.
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<center><X61-24_1_1-61-(1)-08302018.png></center>
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2)  The '''Colors''' control group provides access to the '''Color Palette''' controls for '''creating''' and '''editing Color Palettes'''.  Additionally, the '''Colors''' control group contains all the controls for setting the '''Chart Background''' and access to the '''Set line properties''' form and its sub-tabs through the '''Borders, frames, and time-cursor properties''' button shown here:
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==Template Properties Form's Time Axis Tab==
  
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<center>[[File:X61-24_1_1-61-(2)-08302018.png]]</center>
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The '''Time Axis''' tab provides additional '''Time Axis creation''' and '''editing''' capabilities and to '''centralize all time axis''' related controls at one '''Template Properties''' form tab.  
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<center><X61-24_1_1-61-(2)-08302018.png></center>
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3) The '''Task Selection''' control group provides a convenient place in the '''Template''' for you to preset the method you want to use for '''importing''' task/milestone information from your Microsoft Project '''source plan'''.
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The same intent is true for the '''Chart Properties''' form's '''Time Axis''' tab.  The '''Time Axis''' tab for the OnePager Express '''Template Properties''' form is shown below:.
  
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==Time Axis Tab==
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<center>[[File:X70-24_2_1-70-(3)-12012020.png]]</center>
 +
<!--<center>X70-24_2_1-70-(3)-12012020.png</center>-->
  
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1) The '''Time Axis''' tab is new to OnePager Express 6.1.  The intent is to provide additional '''Time Axis creation''' and '''editing''' capabilities and to centralize all '''time axis''' related controls at one '''Template''' form tab.  The same intent is true for the '''PVP''' form's '''Time Axis''' tab.
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The controls in the '''Time Axis''' tab are identical to those in the '''Chart Properties''' form's '''Time Axis''' tab.  For more information on the '''Time Axis''' tab, please see the article at  [[Modifying the Time Axis for Version 7.0 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-70-->
  
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2) The new '''Time Axis''' tab for the OnePager Express 6.1 '''Template''' form is shown below:
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==Template Properties Form's Rows/Swimlanes Tab==
  
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<center>[[File:X61-24_1_1-61-(4)-08302018.png]]</center>
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The '''Rows/Swimlanes''' tab provides additional '''Rows/Swimlanes creation''' and '''editing''' capabilities and '''centralizes all rows and swimlanes''' related controls at one '''Template Properties''' form tab. The same intent is true for the '''Chart Properties''' form's '''Time Axis''' tab.  The '''Rows/Swimlanes''' tab for the OnePager Express '''Template Properties''' form is shown below:
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<center><X61-24_1_1-61-(4)-08302018.png></center>
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3) The controls in the '''Time Axis''' tab are identical to those in the '''PVP''' form's '''Time Axis''' tab with the exceptions noted above.
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<center>[[File:X70-24_2_1-70-(4)-12012020.png]]</center>
 +
<!--<center>X70-24_2_1-70-(4)-12012020.png</center>-->
  
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4) For more information on the use of the controls in the '''Time Axis''' tab please see the article at: [[Modifying the Time Axis for Version 6.1 (Portal) | Modifying the Time Axis (Portal)]]. 22.0.1-70
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For more information on the '''Rows/Swimlanes''' tab, please see the articles at: [[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70-->
  
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==Task Links Tab==
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==Template Properties Form's Task Links Tab==
  
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1) The '''Task Links''' tab is new in OnePager Express 6.1.  Its purpose is to provide the capability to preset properties for '''data-driven''' and manual '''Task Links''' before a project view is created.
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The '''Task Links''' tab is new in OnePager Express provides the capability to preset properties for '''Data-Driven''' and manual '''Task Links''' before a chart is created.
  
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<center>[[File:X61-24_1_1-61-(3)-08302018.png]]</center>
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<center>[[File:X70-24_2_1-70-(4A)-12012020.png]]</center>
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<center><X61-24_1_1-61-(3)-08302018.png></center>
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<!--<center>X70-24_2_1-70-(4A)-12012020.png</center>-->
  
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2) Of importance is the '''Show task links''' checkbox in the '''Default Task-Link Formatting''' control group shown above.  This checkbox acts as a '''Master Switch''' enabling the '''Task Links''' feature in OnePager Express 6.1.
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Of importance is the '''Show task links''' checkbox in the '''Default Task-Link Formatting''' control group shown above.  This checkbox acts as a '''Master Switch''' enabling the '''Task Links''' feature in OnePager Express.
  
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3) The '''Import predecessors''' checkbox is unchecked or '''OFF''' in OnePager Express 6.1 distributed '''Templates'''.  This avoids an initial cluttering of the project view if there are a large number of '''dependencies imported''' from the Microsoft Project '''source plan'''.  This approach also gives you full control over the '''Task Link import''' process from the project view.
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The '''Import predecessors''' checkbox is unchecked or '''OFF''' in OnePager Express distributed '''Template Properties''' forms.  This avoids an initial cluttering of the chart if there are a large number of '''dependencies imported''' from the Microsoft Excel '''source plan'''.  This approach also gives you full control over the '''Task Link import''' process from the chart.  The controls in the '''Task Links''' tab are identical to those in the '''Chart Properties''' form's '''Task Links''' tab.
  
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4)  The controls in the '''Task Links''' tab are identical to those in the '''PVP''' form's '''Task Links''' tab with the exceptions noted above.
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For more information on the '''Chart Properties''' form's '''Task Links''' tab, please see the article at: [[Editing Task Links with the Chart Properties Form for OnePager Express for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Express]] <!--19.3.2-70-->
  
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5) For more information on using the '''PVP''' form's '''Task Links''' tab, please see this article at: [[Editing Task Links with the Project-View Properties Form for OnePager Express for Version 6.1 | Editing Task Links with the Project-View Properties Form for OnePager Express]]. 19.3.2-70
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==Template Properties Form's Advanced Template Tab==
  
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==Advanced Template Tab==
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The '''Advanced''' tab is shown below.  Most of these parameters in the '''Template Properties''' form are identical to those appearing in the '''Chart Properties''' form.
  
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1) The '''Advanced''' tab is shown below. Most of these parameters in the '''Template''' are identical to those appearing in the '''PVP''' form.  
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<center>[[File:X70-24_2_1-70-(5)-12012020.png]]</center>
 +
<!--<center>X70-24_2_1-70-(5)-12012020.png</center>-->
  
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<center>[[File:X61-24_2_1-61-(8-1)-11262018.png]]</center>
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===Lock Background Checkbox Not Available===
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<center><X61-24_2_1-61-(8-1)-11262018.png></center>
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:a) In the '''Template’s Advanced''' tab there is no '''Lock background''' checkbox in the '''Display options''' group.  This is an option available after the project view is created.
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In the '''Template Properties Form’s Advanced''' tab there is no '''Lock background''' checkbox in the '''Display options''' group.  This is an option available '''after''' the chart is '''created'''.
  
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:b) One key difference between the '''Template Properties''' form and '''PVP''' form is the ability to use the '''Template''' to configure a '''multi-project''' import The next sub-section explains this further.
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===Configuring Multi-Project Imports===
  
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:c) For more information on creating '''multi-project''' project views please visit these two articles:   
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One key difference between the '''Template Properties''' form and '''Chart Properties''' form is the ability to use the '''Template''' to configure a '''multi-project''' import. 
 +
For more information on the '''Merge tasks on snapshot replacement''', please see this section in the article at: [[Template Only Features for Version 7.0 (OnePager Express)#Merge Tasks On Snapshot Replacement | Merge Tasks On Snapshot Replacement]] <!--24.2.1-70-->
 +
 
 +
Additional information is available on creating '''Multi-Project''' charts at:   
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
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| [[Basic Workflows for Version 6.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-70
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| [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
 
|-
 
|-
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| [[Creating Various Multi-Project Views with OnePager Pro and Express for Version 6.1 (Portal) | Creating Various Multi-Project Views with OnePager Pro and Express (Portal)]] 8.0.1-70
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| [[Creating Various Multi-Charts with OnePager Pro and Express for Version 7.0 (Portal) | Creating Various Multi-Charts with OnePager Pro and Express (Portal)]] <!--8.0.1-70-->
 
|}
 
|}
 
</center>
 
</center>
  
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===Merge Tasks On Snapshot Replacement (see screenshot above)===
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===Merge Tasks On Snapshot Replacement===
  
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2) Checking this checkbox puts any project views created with this '''Template''' into the '''multi-file multi-project mode'''.  
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Checking this checkbox to '''ON''' puts any charts created with this '''Template Properties''' form into the '''Multi-File-Multi-Project Mode'''.  This mode is specifically designed to support users who want to create '''Multi-Project''' charts from several independent Microsoft Excel '''source plans'''.  It allows OnePager to recognize data as coming from more than one unique file and combine that into your OnePager chart, hence the '''merge''' reference.  This is an '''advanced feature''' and when used, OnePager needs you to create a '''Task ID''' column with '''uniquely numbered task bars and milestone symbols''' that can be '''imported''' from the various Microsoft Excel '''source plans'''.  This is necessary so that OnePager uniquely recognize each '''row''' in each separate file.
  
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3) This mode is specifically designed to support users who want to create '''multi-project''' project views from several independent Microsoft Excel '''source plans'''. It allows OnePager to recognize data as coming from more than one unique file and combine that into your OnePager project view, hence the '''merge''' reference.
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A simple example shows how this checkbox works.  Suppose that the first Microsoft Excel '''source plan''' contains tasks A, B, and C and that the second '''source plan''' contains tasks D, E, and F.  After making a new chart from the first '''source plan''', you open the second Microsoft Excel '''source plan''' and '''update''' the chart in '''Replace Snapshot''' mode. If the checkbox is checked '''ON''', the chart now contains task shapes A, B, C, D, E, and F.  If the checkbox is not checked, or '''OFF''', the chart now contains only task shapes D, E, and F.  Once you adopted this scheme for the chart being '''created''', it is '''not possible to update''' the chart in the future in the default '''Single-File-Single-Project Mode.
  
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4) This is an advanced feature and when used, OnePager needs you to create a '''Task ID''' column with uniquely numbered tasks and milestones that can be imported from the various Microsoft Excel '''source plans'''.
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==Template Properties Form's Field Mappings Tab==
  
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5) This is necessary so that OnePager uniquely recognize each row in each separate file.
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The new '''Field Mappings '''tab in the '''Template Properties''' form for OnePager Express looks like this:
  
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:a) A simple example shows how this checkbox works.  
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<center>[[File:X70-24_2_1-70-(6)-12012020.png]]</center>
 +
<!--<center>X70-24_2_1-70-(6)-12012020.png</center>-->
  
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::i) Suppose that the first Microsoft Excel '''source plan''' contains tasks A, B, and C and that the second '''source plan''' contains tasks D, E, and F. 
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===Basic and Date Mappings===
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::ii) After making a new project view from the first '''source plan''', you open the second Microsoft Excel '''source plan''' and '''update''' the project view in '''Replace Snapshot''' mode. 
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::iii) If the checkbox is checked, the project view now contains tasks A, B, C, D, E, and F. 
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::iv) If the checkbox is not checked, the project view now contains only tasks D, E, and F.
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:b) Once you adopted this scheme for the project view being created, it is not possible to update the project view in the future in the default single-file single-project mode.
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OnePager uses '''source fields''' for many purposes : (1) displaying task names, (2) displaying start dates, (3) assigning colors to tasks, and (4) grouping rows into swimlanes.  The use of a '''source field''' for a purpose is called a '''field mapping'''.  The eight (8) dropdown lists above are a set of important '''field mappings''' that are collected in the '''Field Mappings''' tab page.  The other '''field mappings''' are on the '''Rows/Swimlanes''', '''Task Bars''', and '''Milestones''' form tab pages.
  
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==Field Mappings Template Tab==
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Some '''field mappings''' (e.g. percent-complete) appear both here and on other '''Template Properties''' form tab pages.  This  '''Field Mappings''' tab in the '''Template Properties''' form is also available in the '''Chart Properties''' form.
 +
Each dropdown list contains the '''source fields''' that have the correct data type(s) for the  purpose.  For example, in the '''Basic Mappings''' group, the '''Task label''' field dropdown contains only text fields from Microsoft Excel.  And the dropdown lists in the '''Date Mappings''' group contain only Microsoft Excel date fields. 
  
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6)The new '''Field Mappings '''tab in the '''Template''' form for OnePager Express looks like this:
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These mappings are useful if your standard field usage differs and you want to avoid having to constantly make the changes on the second page of OnePager choices ('''OPC''') form shown below:  
  
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<center>[[File:X61-24_2_1-61-(10)-08302018.png]]</center>
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<center>[[File:X70-24_2_1-70-(7)-12012020.png]]</center>
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<center><X61-24_2_1-61-(10)-08302018.png></center>
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<!--<center>X70-24_2_1-70-(7)-12012020.png</center>-->
  
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===Basic and Date Mappings===
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For more detailed information on the '''Field Mappings''' feature, please see this section in the article at:  [[Field Mappings Tab for OnePager Express for Version 7.0#Basic Mappings | Field Mappings Tab for OnePager Express - Basic Mappings]] <!--21.16.1-70-->
  
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1) OnePager uses '''source fields''' for many purposes : displaying task names, displaying start dates, assigning colors to tasks, and grouping rows into swimlanes.  We call the use of a '''source field''' for a purpose a '''field mapping'''. The eight dropdown lists above are a set of important '''field mappings''' that are collected in one form tab page.  The other '''field mappings''' are on the Rows/Swimlanes, Task Bars, and Milestones form tab pages.  Some '''field mappings''' (e.g. percent-complete) appear both here and on other form tab pages.
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===Task Bar/Milestone Symbol Identity Mapping===
  
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2) This new '''Field Mappings''' tab in the '''Template''' is also available in the '''PVP''' form.
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The '''Task/Milestone Identity Mapping''' control group lets you select a Microsoft Excel field that can be used to '''uniquely identify''' each task shape.  '''Uniquely identifying each task bar or milestone symbol''' is always important when you plan to '''update''' your chart later on, but you normally do not need to change this '''field mapping''' because the default mapping works just fine.  OnePager uses the '''Unique Id''' field to identify each task in the '''source plan''', enabling preservation of each task bar’s '''color''', '''labeling''', and '''vertical location''' as you '''import new''' or '''modified data''' in '''later updates''' of the chart.
  
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3) Each dropdown list contains the '''source fields''' that have the correct data type(s) for the purpose.   For example, in the '''Basic Mappings''' group, the '''Task label''' field dropdown contains only text fields from Microsoft Project.  And the dropdown lists in the '''Date Mappings''' group contain only Microsoft Exce; date fields.
+
For '''source plans''' that are Microsoft Excel files, the default mapping is to the Microsoft Excel '''Task ID''' field. If you opt to change the '''Task ID''' mapping away from these reliable defaults, make sure that the new '''source''' field has a '''unique value''' for each task shape or milestone shape.  Keep in mind that once you '''create''' a chart with a '''Task ID''' mapping, it is '''nearly impossible to change''' your mind about how task bars are to be identified.  Change this mapping away from the '''default only''' if you have a good reason to do so and are sure that the field contains no '''duplicate values'''. To map an alternate '''Task ID''' field, use the dropdown menu shown in the illustration below:
  
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4) These mappings are useful if your standard field usage differs and you want to avoid having to constantly make the changes on the second page of '''OPC''' form shown below:  
+
<center>[[File:X70-24_2_1-70-(8)-12012020.png]]</center>
 +
<!--<center>X70-24_2_1-70-(8)-12012020.png</center>-->
  
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<center>[[File:X60-3_0_3-60-(15AA)-03072017.png]]</center>
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When  changing to an alternate '''Task ID''' field, OnePager Express displays a warning message as follows:
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<center><X60-3_0_3-60-(15AA)-03072017.png></center>
+
  
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5)  For more detailed information on the use of this feature please go to article with starting section link:  [[Field Mappings Tab for OnePager Express for Version 6.1#Basic Mappings | Field Mappings Tab for OnePager Express - Basic Mappings]]. 21.16.1-70
+
<center>[[File:X70-24_2_1-70-(9)-12012020.png]]</center>
 +
<!--<center>X70-24_2_1-70-(9)-12012020.png</center>-->
  
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===Task/Milestone Identity Mapping===
+
For more information on the '''Task/Milestone Identity Mapping''' feature, please see this section in the article at: [[Field Mappings Tab for OnePager Express for Version 7.0#Task/Milestone Identity Mapping | Field Mappings Tab for OnePager Express - Task/Milestone Identity Mapping]] <!--21.16.1-70-->
  
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6)The '''Task/Milestone Identity Mapping''' group lets you select a Microsoft Excel field that can be used to uniquely identifies each task. 
+
===Field Splitting Feature===
  
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7) Uniquely identifying each task or milestone is always important when you plan to update your project view later on, but you normally do not need to change this '''field mapping''' because the default mapping works just fine.
+
The '''Field Splitting''' control group lets you '''split each task''' into a '''set of nearly-duplicate task shapes''' based upon a '''comma-separated''' list of values in some '''source''' field.  For example, you could '''split a task''' that had three '''Resources''' assigned to it into '''three almost-identical task shapes''' that differ only in their value of '''Resource'''.  Once you '''create''' a chart with '''field splitting''' turned '''On''', it is '''impossible to change''' your mind and go back to '''unsplit''' task shapes for that chart or change to a '''different field for the splitting'''.
  
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:a) OnePager uses the '''Unique Id''' field to identify each task in the '''source plan''', enabling preservation of each task’s color, labeling, and vertical location as you import new or modified data in later updates of the project view.
+
For more information on '''Field Splitting and Parsing Columns''', pleas see the article at:  [[Splitting and Parsing Columns for OnePager Express for Version 7.0 | Splitting and Parsing Columns-OnePager Express]] <!--24.5.1-70-->
  
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:b) For '''source plans''' that are Microsoft Excel files, the default mapping is to the Microsoft Excel '''Task ID''' field.
+
==Related Links==
  
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:c) If you opt to change the '''Task ID''' mapping away from these reliable defaults, make sure that the new '''source''' field has a unique value for each task or milestone. Bear in mind that once you create a project view with a '''Task ID''' mapping, it is nearly impossible to change your mind about how tasks are to be identified.   Change this mapping away from the default only if you have a good reason to do so and are sure that the field contains no duplicate values.
+
[[Core Concepts for OnePager 7.0 (Portal) | Core Concepts (Portal)]] <!--4.0.1-70-->
  
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8) To map an alternate '''Task ID''' field, use the dropdown menu shown in the illustration below:
+
[[Templates versus Charts for Version 7.0 | Templates versus Charts]] <!--4.3.1-70-->
  
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<center>[[File:X61-24_2_1-61-(11)-08302018.png]]</center>
+
[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
−
<center><X61-24_2_1-61-(11)-08302018.png></center>
+
  
−
9) When  changing to an alternate '''Unique Id''' field, OnePager displays a warning message as follows:
+
[[Creating Various Multi-Charts with OnePager Pro and Express for Version 7.0 (Portal) | Creating Various Multi-Charts with OnePager Pro and Express (Portal)]] <!--8.0.1-70-->
  
−
<center>[[File:X60-24_2_1-60-(9AA)-06052017.png]]</center>
+
[[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70-->
−
<center><X60-24_2_1-60-(9AA)-06052017.png></center>
+
  
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10) For more information on this feature, please go to this link: [[Field Mappings Tab for OnePager Express for Version 6.1#Task/Milestone Identity Mapping | Field Mappings Tab for OnePager Express - Task/Milestone Identity Mapping]]. 21.16.1-70
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[[Editing Task Links with the Chart Properties Form for OnePager Express for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Express]] <!--19.3.2-70-->
  
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===Field Splitting Feature===
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[[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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[[Field Mappings Tab for OnePager Express for Version 7.0 | Field Mappings Tab for OnePager Express]] <!--21.16.1-70-->
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[[Modifying the Time Axis for Version 7.0 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-70-->
  
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11) The '''Field Splitting''' group lets you split each task into a set of nearly-duplicate tasks based upon a comma-separated list of values in some '''source''' field.  For example, you could split a task that had three '''Resources''' assigned to it into three almost-identical tasks that differ only in their value of '''Resource'''. Once you create a project view with '''field splitting''' turned on, it is impossible to change your mind and go back to '''unsplit''' tasks for that project view or change to a different field for the splitting.
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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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12) See the article at:  [[Splitting and Parsing Columns for OnePager Express for Version 6.1 | Splitting and Parsing Columns-OnePager Express]] 24.5.1-70 for more information.
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[[Splitting and Parsing Columns for OnePager Pro for Version 7.0 | Splitting and Parsing Fields-OnePager Pro]] <!--24.4.1-70-->
  
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13) For more information on the '''Field Mappings''' Tab, see the article at this link:  [[Field Mappings Tab for OnePager Express for Version 6.1 | Field Mappings Tab for OnePager Express]]. 21.16.1-70
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[[Splitting and Parsing Columns for OnePager Express for Version 7.0 | Splitting and Parsing Fields-OnePager Express]] <!--24.5.1-70-->
  
 
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[[Category:Version 6.1]]
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[[Category:Version 7.0]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 
[[Category:OnePager Choices Form]]
 
[[Category:OnePager Choices Form]]

Latest revision as of 15:39, 15 January 2021

About Template Properties Form Only Features

Because the Template Properties and Chart Properties forms are similar, this article only covers the areas of the Template Properties form that are different from the Chart Properties form.

For more information on Template Properties and Chart Properties forms, please see the articles at: Core Concepts (Portal) and Templates versus Charts

You should familiarize yourself with the Chart Properties form before reading this article.

For more information on the Chart Properties form, please see the article at: Editing with the Chart Properties form (Portal)

A Few Words On Template Properties Forms

Permanent Template Properties Forms

Chronicle Graphics, Inc. ships OnePager Express (OPX) with one pre-defined permanent Template Properties form that you cannot accidentally delete.

The permanent Template Properties form has the word Permanent in its name. The permanent Template Properties form cannot be modified hence all the control features on each tab are disabled.

Metric Versus Non-Metric

Within a Template Properties form there are settings which are distance measures that must be considered when building the chart. These include the height of individual rows, the height of the percent-complete bar within a task bar, and the like.

OnePager supports two measurement conventions: (1) English (inches) and (2) Metric (centimeters). For convenience, you can identify a Metric based Template form because the word (metric) is included in the title. And these two sets of Template Properties forms are separated by default into English and a Metric sub-folder of the default Templates folder.

Template Properties Form's Main Tab

The Main tab of the Template Properties form differs slightly from the Chart Properties form. The Template Properties form does not have entry controls for the Start date, End date, Title, because dates are systematically produced by OnePager based on the earliest start date and latest finish dates in your source plan data. The Title is something you designate as you create the new chart with the OnePager choices (OPC) form.

X70-24 2 1-70-(1)-12012020.png

The Colors control group provides access to the Color Palette controls for creating and editing Color Palettes. Additionally, the Colors control group contains all the controls for setting the Chart Background and access to the Set line properties form and its sub-tabs through the Borders, frames, and time-cursor properties button shown here:

X70-24 2 1-70-(2)-12012020.png

The controls for Row Borders can be found in the Template Properties form's Rows/Swimlanes tab at each of the three sub-tabs in the Swimlanes control group. For more information on Row Borders, please see the article at: Row and Swimlane Borders

The Task Selection control group provides a convenient place in the Template Properties form for you to preset the method you want to use for importing task/milestone information from your Microsoft Excel source plan.

Template Properties Form's Time Axis Tab

The Time Axis tab provides additional Time Axis creation and editing capabilities and to centralize all time axis related controls at one Template Properties form tab.

The same intent is true for the Chart Properties form's Time Axis tab. The Time Axis tab for the OnePager Express Template Properties form is shown below:.

X70-24 2 1-70-(3)-12012020.png

The controls in the Time Axis tab are identical to those in the Chart Properties form's Time Axis tab. For more information on the Time Axis tab, please see the article at Modifying the Time Axis (Portal)

Template Properties Form's Rows/Swimlanes Tab

The Rows/Swimlanes tab provides additional Rows/Swimlanes creation and editing capabilities and centralizes all rows and swimlanes related controls at one Template Properties form tab. The same intent is true for the Chart Properties form's Time Axis tab. The Rows/Swimlanes tab for the OnePager Express Template Properties form is shown below:

X70-24 2 1-70-(4)-12012020.png

For more information on the Rows/Swimlanes tab, please see the articles at: Creating and Editing Rows and Swimlanes (Portal)

Template Properties Form's Task Links Tab

The Task Links tab is new in OnePager Express provides the capability to preset properties for Data-Driven and manual Task Links before a chart is created.

X70-24 2 1-70-(4A)-12012020.png

Of importance is the Show task links checkbox in the Default Task-Link Formatting control group shown above. This checkbox acts as a Master Switch enabling the Task Links feature in OnePager Express.

The Import predecessors checkbox is unchecked or OFF in OnePager Express distributed Template Properties forms. This avoids an initial cluttering of the chart if there are a large number of dependencies imported from the Microsoft Excel source plan. This approach also gives you full control over the Task Link import process from the chart. The controls in the Task Links tab are identical to those in the Chart Properties form's Task Links tab.

For more information on the Chart Properties form's Task Links tab, please see the article at: Editing Task Links with the Chart Properties Form for OnePager Express

Template Properties Form's Advanced Template Tab

The Advanced tab is shown below. Most of these parameters in the Template Properties form are identical to those appearing in the Chart Properties form.

X70-24 2 1-70-(5)-12012020.png

Lock Background Checkbox Not Available

In the Template Properties Form’s Advanced tab there is no Lock background checkbox in the Display options group. This is an option available after the chart is created.

Configuring Multi-Project Imports

One key difference between the Template Properties form and Chart Properties form is the ability to use the Template to configure a multi-project import. For more information on the Merge tasks on snapshot replacement, please see this section in the article at: Merge Tasks On Snapshot Replacement

Additional information is available on creating Multi-Project charts at:

Basic Workflows (Portal)
Creating Various Multi-Charts with OnePager Pro and Express (Portal)

Merge Tasks On Snapshot Replacement

Checking this checkbox to ON puts any charts created with this Template Properties form into the Multi-File-Multi-Project Mode. This mode is specifically designed to support users who want to create Multi-Project charts from several independent Microsoft Excel source plans. It allows OnePager to recognize data as coming from more than one unique file and combine that into your OnePager chart, hence the merge reference. This is an advanced feature and when used, OnePager needs you to create a Task ID column with uniquely numbered task bars and milestone symbols that can be imported from the various Microsoft Excel source plans. This is necessary so that OnePager uniquely recognize each row in each separate file.

A simple example shows how this checkbox works. Suppose that the first Microsoft Excel source plan contains tasks A, B, and C and that the second source plan contains tasks D, E, and F. After making a new chart from the first source plan, you open the second Microsoft Excel source plan and update the chart in Replace Snapshot mode. If the checkbox is checked ON, the chart now contains task shapes A, B, C, D, E, and F. If the checkbox is not checked, or OFF, the chart now contains only task shapes D, E, and F. Once you adopted this scheme for the chart being created, it is not possible to update the chart in the future in the default Single-File-Single-Project Mode.

Template Properties Form's Field Mappings Tab

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

X70-24 2 1-70-(6)-12012020.png

Basic and Date Mappings

OnePager uses source fields for many purposes : (1) displaying task names, (2) displaying start dates, (3) assigning colors to tasks, and (4) grouping rows into swimlanes. The use of a source field for a purpose is called a field mapping. The eight (8) dropdown lists above are a set of important field mappings that are collected in the Field Mappings tab page. The other field mappings are on the Rows/Swimlanes, Task Bars, and Milestones form tab pages.

Some field mappings (e.g. percent-complete) appear both here and on other Template Properties form tab pages. This Field Mappings tab in the Template Properties form is also available in the Chart Properties form. Each dropdown list contains the source fields that have the correct data type(s) for the purpose. For example, in the Basic Mappings group, the Task label field dropdown contains only text fields from Microsoft Excel. And the dropdown lists in the Date Mappings group contain only Microsoft Excel date fields.

These mappings are useful if your standard field usage differs and you want to avoid having to constantly make the changes on the second page of OnePager choices (OPC) form shown below:

X70-24 2 1-70-(7)-12012020.png

For more detailed information on the Field Mappings feature, please see this section in the article at: Field Mappings Tab for OnePager Express - Basic Mappings

Task Bar/Milestone Symbol Identity Mapping

The Task/Milestone Identity Mapping control group lets you select a Microsoft Excel field that can be used to uniquely identify each task shape. Uniquely identifying each task bar or milestone symbol is always important when you plan to update your chart later on, but you normally do not need to change this field mapping because the default mapping works just fine. OnePager uses the Unique Id field to identify each task in the source plan, enabling preservation of each task bar’s color, labeling, and vertical location as you import new or modified data in later updates of the chart.

For source plans that are Microsoft Excel files, the default mapping is to the Microsoft Excel Task ID field. If you opt to change the Task ID mapping away from these reliable defaults, make sure that the new source field has a unique value for each task shape or milestone shape. Keep in mind that once you create a chart with a Task ID mapping, it is nearly impossible to change your mind about how task bars are to be identified. Change this mapping away from the default only if you have a good reason to do so and are sure that the field contains no duplicate values. To map an alternate Task ID field, use the dropdown menu shown in the illustration below:

X70-24 2 1-70-(8)-12012020.png

When changing to an alternate Task ID field, OnePager Express displays a warning message as follows:

X70-24 2 1-70-(9)-12012020.png

For more information on the Task/Milestone Identity Mapping feature, please see this section in the article at: Field Mappings Tab for OnePager Express - Task/Milestone Identity Mapping

Field Splitting Feature

The Field Splitting control group lets you split each task into a set of nearly-duplicate task shapes based upon a comma-separated list of values in some source field. For example, you could split a task that had three Resources assigned to it into three almost-identical task shapes that differ only in their value of Resource. Once you create a chart with field splitting turned On, it is impossible to change your mind and go back to unsplit task shapes for that chart or change to a different field for the splitting.

For more information on Field Splitting and Parsing Columns, pleas see the article at: Splitting and Parsing Columns-OnePager Express

Related Links

Core Concepts (Portal)

Templates versus Charts

Basic Workflows (Portal)

Creating Various Multi-Charts with OnePager Pro and Express (Portal)

Creating and Editing Rows and Swimlanes (Portal)

Editing Task Links with the Chart Properties Form for OnePager Express

Editing with the Chart Properties form (Portal)

Field Mappings Tab for OnePager Express

Modifying the Time Axis (Portal)

Template Only Features-OnePager Pro

Splitting and Parsing Fields-OnePager Pro

Splitting and Parsing Fields-OnePager Express

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