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

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(Task/Milestone Identity Mapping)
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1) Because the '''Template''' and '''Chart Properties''' forms are similar, this article only covers the areas of the '''Template''' form that are different from the '''Chart Properties''' form.  
 
1) Because the '''Template''' and '''Chart Properties''' forms are similar, this article only covers the areas of the '''Template''' form that are different from the '''Chart Properties''' form.  
  
2) If you are unclear on the differences between a '''Template''' and a '''Chart Properties''' form, please review the explanation in the [[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 articles.
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2) For more information on '''Template''' 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.
  
 
3) You should familiarize yourself with the '''Chart Properties''' form before reading this article.   
 
3) You should familiarize yourself with the '''Chart Properties''' form before reading this article.   
  
4) For more information on the detailed contents of 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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4) 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
  
 
==A Few Words On Templates==
 
==A Few Words On Templates==
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4) The controls in the '''Time Axis''' tab are identical to those in the '''Chart Properties''' form's '''Time Axis''' tab.
 
4) The controls in the '''Time Axis''' tab are identical to those in the '''Chart Properties''' form's '''Time Axis''' tab.
  
5) 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 7.0 (Portal) | Modifying the Time Axis (Portal)]]. 22.0.1-70
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5) 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
  
 
==Task Links Tab==
 
==Task Links Tab==
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7)  The controls in the '''Task Links''' tab are identical to those in the '''Chart Properties''' form's '''Task Links''' tab.
 
7)  The controls in the '''Task Links''' tab are identical to those in the '''Chart Properties''' form's '''Task Links''' tab.
  
8) For more information on using the '''Chart Properties''' form's '''Task Links''' tab, please see this article at:  [[Editing Task Links with the Chart Properties Form for OnePager Pro for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Pro]]. 19.3.1-70
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8) 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 Pro for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Pro]]. 19.3.1-70
  
 
==Advanced Template Tab==
 
==Advanced Template Tab==
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5) 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 without the use of some sort of Microsoft Project Integrated Master Schedule ('''IMS''').  
 
5) 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 without the use of some sort of Microsoft Project Integrated Master Schedule ('''IMS''').  
  
6) The next sub-section explains this further at: [[Template Only Features for Version 7.0 (OnePager Pro)#Safely Combine Tasks From Different Files | Safely Combine Tasks From Different Files]] 24.1.1-70
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6) For more information on the '''Safely combine tasks from different files''', please see this section in the article at: [[Template Only Features for Version 7.0 (OnePager Pro)#Safely Combine Tasks From Different Files | Safely Combine Tasks From Different Files]] 24.1.1-70
  
 
7) Additional information is available on creating '''Multi-Project''' charts at:   
 
7) Additional information is available on creating '''Multi-Project''' charts at:   
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<center>P60-3_0_1-60-(16AA)-03072017.png</center>
 
<center>P60-3_0_1-60-(16AA)-03072017.png</center>
  
12) For more detailed information on the '''Field Mappings''' feature, please go to the article section at:  [[Field Mappings Tab for OnePager Pro for Version 7.0#Basic Mappings | Field Mappings Tab for OnePager Pro - Basic Mappings]]. 21.15.1-70
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12) For more information on the '''Field Mappings''' feature, please see this section in the article at:  [[Field Mappings Tab for OnePager Pro for Version 7.0#Basic Mappings | Field Mappings Tab for OnePager Pro - Basic Mappings]]. 21.15.1-70
  
===Task/Milestone Identity Mapping===
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===Task/Milestone Shape Identity Mapping===
  
13) The '''Task/Milestone Identity Mapping''' control group lets you select a Microsoft Project '''field''' that can be used to '''uniquely identifies each task'''.   
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13) The '''Task/Milestone Identity Mapping''' control group lets you select a Microsoft Project '''field''' that can be used to '''uniquely identifies each task shape'''.   
  
14) '''Uniquely identifying each task or milestone''' 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.
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14) '''Uniquely identifying each task or milestone shape''' 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.
  
15) OnePager uses the Microsoft Project  '''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 chart.
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15) OnePager uses the Microsoft Project  '''Unique Id field''' to identify each task shape in the '''source plan''', enabling preservation of each task shape’s color, labeling, and vertical location as you '''import new''' or '''modified data''' in '''later updates''' of the chart.
  
 
16) For '''source plans''' that are Microsoft Project .MPP files, the default mapping is to the Microsoft Project '''Unique ID''' field.   
 
16) For '''source plans''' that are Microsoft Project .MPP files, the default mapping is to the Microsoft Project '''Unique ID''' field.   
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17) When the '''source plan''' resides on Microsoft Project Server or Microsoft Project Online and you '''import directly from the server''', the '''default mapping''' change automatically to the Microsoft Project '''GUID field'''.
 
17) When the '''source plan''' resides on Microsoft Project Server or Microsoft Project Online and you '''import directly from the server''', the '''default mapping''' change automatically to the Microsoft Project '''GUID field'''.
  
18) If you opt to change the '''Unique Id''' mapping away from these reliable defaults, make sure that the new '''source''' field has a '''unique value for each task or milestone'''.   
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18) If you opt to change the '''Unique 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'''.   
  
19) Bear in mind that once you '''create''' a chart with a '''Unique Id''' mapping, it is '''nearly impossible to change''' your mind about how tasks are to be identified.   
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19) Bear in mind that once you '''create''' a chart with a '''Unique Id''' mapping, it is '''nearly impossible to change''' your mind about how task shapes are to be identified.   
  
 
20) 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'''.
 
20) 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'''.
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<center>P60-24_1_1-60-(9AA)-06052017.png - Replace with Updated Screenshot</center>
 
<center>P60-24_1_1-60-(9AA)-06052017.png - Replace with Updated Screenshot</center>
  
23) For more information on the '''Task/Milestone Identity Mapping''' feature, please see the article section at: [[Field Mappings Tab for OnePager Pro for Version 7.0#Task/Milestone Identity Mapping | Field Mappings Tab for OnePager Pro - Task/Milestone Identity Mapping]]. 21.15.1-70
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23) For more information on the '''Task/Milestone Identity Mapping''' feature, please see this section in the article at: [[Field Mappings Tab for OnePager Pro for Version 7.0#Task/Milestone Identity Mapping | Field Mappings Tab for OnePager Pro - Task/Milestone Identity Mapping]]. 21.15.1-70
  
 
===Field Splitting===
 
===Field Splitting===
  
24) The '''Field Splitting''' control group lets you '''split each task''' into a '''set of nearly-duplicate tasks''' based upon a '''comma-separated''' list of values in some '''source plan field'''.   
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24) 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 plan field'''.   
  
25) For example, you could '''split a task''' that had three '''Resource Names''' assigned to it into '''three almost-identical tasks''' that differ only in their value of '''Resource Name'''.  
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25) For example, you could '''split a task''' that had three '''Resource Names''' assigned to it into '''three almost-identical task shapes''' that differ only in their value of '''Resource Name'''.  
  
26) Once you '''create''' a chart with '''field splitting''' turned '''On''', it is not possible to change your mind and go back to '''unsplit''' tasks for that chart or change to a '''different field for the splitting'''.
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26) Once you '''create''' a chart with '''field splitting''' turned '''On''', it is not possible to change your mind and go back to '''unsplit''' task shapes for that chart or change to a '''different field for the splitting'''.
  
 
27) For more information on '''Splitting and Parsing Columns'''. please see the article at:    [[Splitting and Parsing Columns for OnePager Pro for Version 7.0 | Splitting and Parsing Columns-OnePager Pro]] 24.4.1-70.
 
27) For more information on '''Splitting and Parsing Columns'''. please see the article at:    [[Splitting and Parsing Columns for OnePager Pro for Version 7.0 | Splitting and Parsing Columns-OnePager Pro]] 24.4.1-70.

Revision as of 17:33, 7 January 2020

About Template Only Features

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

2) For more information on Template and Chart Properties forms, please see the articles at: Core Concepts (Portal) 4.0.1-70 and Templates versus Charts 4.3.1-70.

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

4) For more information on the Chart Properties form, please see the article at: Editing with the Chart Properties form (Portal). 21.0.1-70

A Few Words On Templates

Permanent Templates

1) Chronicle Graphics, Inc. ships/distributes OnePager Pro (OPP) with one pre-defined permanent Template that you cannot accidentally delete.

2) The permanent Template has the word Permanent in its name.

3) The permanent Template cannot be edited hence all the control features on each tab are disabled.

Metric Versus Non-Metric

4) Within a Template there are settings which are distance measures that must be considered when building the chart.

5) These include the height of individual rows, the height of the percent-complete bar within a task bar, and the like.

6) OnePager supports two measurement conventions: (1) English (inches) and (2) Metric (centimeters).

7) For convenience, you can identify a Metric based Template form because the word (metric) is included in the title.

8) And these two sets of Templates forms are separated by default into English and a Metric sub-folder of the default Templates folder.

Legacy Templates

9) In addition to the English and Metric folders in the Template folder, there is a Legacy folder containing Templates from versions of OnePager Pro prior to version 5.3.

10) Ideally, you can use one of the Templates provided one time and then from there you can customize your charts using your own customer Template.

11) Once a chart is customized, it can be transformed into a Template using the Copy to Template button on the OnePager Pro ribbon's Home tab.

12) Distributed Templates give you a starting point, but to maximize your efficiency, we recommend you learn how to create and update your own Templates.

Main Template Tab

1) The Main tab of the Template form differs slightly from the Chart Properties form.

2) The Template 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.

3) The Title is something you designate as you create the new chart with the OnePager choices (OPC) form.

P61-24 1 1-60-(1)-08302018.png
<P61-24_1_1-60-(1)-08302018.png - Replace with Updated Screenshot>

4) The Colors control group provides access to the Color Palette controls for creating and editing Color Palettes.

5) 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:

P61-24 1 1-60-(2)-08302018.png
<P61-24_1_1-60-(2)-08302018.png>

6) 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 shape information from your Microsoft Project source plan.

Time Axis Tab

1) The Time Axis tab provides additional Time Axis creation and editing capabilities and centralizes all time axis related controls at one Template form tab.

2) The same intent is true for the Chart Properties form's Time Axis tab.

3) The Time Axis tab for the OnePager Pro Template form is shown below:

P61-24 1 1-60-(4)-08302018.png
<P61-24_1_1-60-(4)-08302018.png - Replace with Updated Screenshot>

4) The controls in the Time Axis tab are identical to those in the Chart Properties form's Time Axis tab.

5) For more information on the Time Axis tab, please see the article at: Modifying the Time Axis (Portal). 22.0.1-70

Task Links Tab

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

P61-24 1 1-60-(3)-08302018.png
<P61-24_1_1-60-(3)-08302018.png - Replace with Updated Screenshot>

2) Of importance is the Show task links checkbox in the Default Task-Link Formatting control group shown above.

3) This checkbox acts as a Master Switch enabling the Task Links feature in OnePager Pro.

4) The Import predecessors checkbox is unchecked or Off in OnePager Pro distributed Templates.

5) This avoids an initial cluttering of the chart if there are a large number of dependencies imported from the Microsoft Project source plan.

6) This approach also gives you full control over the Task Link import process from the chart.

7) The controls in the Task Links tab are identical to those in the Chart Properties form's Task Links tab.

8) 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 Pro. 19.3.1-70

Advanced Template Tab

1) The Advanced tab is shown below.

2) Most of these parameters in the Template are identical to those appearing in the Chart Properties form.

P61-24 1 1-61-(8)-11262018.png
<P61-24_1_1-61-(8)-11262018.png - Replace with Updated Screenshot>

Lock Background Checkbox Not Available

3) In the Template’s Advanced tab there is no Lock background checkbox in the Display options group.

4) This is an option available after the chart is created.

Configuring Multi-Project Imports

5) 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 without the use of some sort of Microsoft Project Integrated Master Schedule (IMS).

6) For more information on the Safely combine tasks from different files, please see this section in the article at: Safely Combine Tasks From Different Files 24.1.1-70

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

Basic Workflows (Portal) 7.0.1-70
Creating Various Multi-Charts with OnePager Pro and Express (Portal) 8.0.1-70

Safely Combine Tasks From Different Files Checkbox

8) Checking this checkbox to On puts any charts created with this Template into the Multi-File-Multi-Project Mode.

9) The Multi-File-Multi-Project Mode is specifically designed to support users who want to create Multi-Project charts from independent Microsoft Project source plans without creating a Microsoft Project Integrated Master Schedule (IMS) prior to creating the chart.

10) This is an advanced feature and when used, OnePager numbers tasks and milestone shapes imported from the various Microsoft Project source plans accessed differently than when only a single project source plan is imported.

11) This is done so that OnePager can support the creation of subsequent snapshots for the Multi-File-Multi-Project chart in the future.

12) 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.

13) To enforce this requirement, the OPP’s Chart Properties form’s Advanced tab shows the Safely combine tasks from different files checkbox but the command is disabled.

P61-24 1 1-61-(9)-11262018.png
<P61-24_1_1-61-(9)-11262018.png - Replace with Updated Screenshot>

Field Mappings Template Tab

1) The Field Mappings tab in the Template form for OnePager Pro looks like this:

P61-24 1 1-60-(10)-08302018.png
<P61-24_1_1-60-(10)-08302018.png - Replace with Updated Screenshot>

Basic and Date Mappings

2) 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.

3) The use of a source field for a purpose is called a field mapping.

4) The eight (8) dropdown lists shown above that are pre-set to important field mappings that are collected in the Field Mappings tab page.

5) The other field mappings are on the Rows/Swimlanes, Task Bars, and Milestones tab pages of the Template form.

6) Some field mappings (e.g. percent-complete) appear both here and on other Template form tab pages.

7) The Field Mappings tab in the Template is also available in the Chart Properties form.

8) Each dropdown list contains the source fields that have the correct data type(s) for the purpose.

9) For example, in the Basic Mappings control group, the Critical-path field dropdown contains only Boolean and numeric fields from Microsoft Project.

10) And the dropdown lists in the Date Mappings control group contain only Microsoft Project date fields.

11) 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:

P60-3 0 1-60-(16AA)-03072017.png
P60-3_0_1-60-(16AA)-03072017.png

12) For more information on the Field Mappings feature, please see this section in the article at: Field Mappings Tab for OnePager Pro - Basic Mappings. 21.15.1-70

Task/Milestone Shape Identity Mapping

13) The Task/Milestone Identity Mapping control group lets you select a Microsoft Project field that can be used to uniquely identifies each task shape.

14) Uniquely identifying each task or milestone shape 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.

15) OnePager uses the Microsoft Project Unique Id field to identify each task shape in the source plan, enabling preservation of each task shape’s color, labeling, and vertical location as you import new or modified data in later updates of the chart.

16) For source plans that are Microsoft Project .MPP files, the default mapping is to the Microsoft Project Unique ID field.

17) When the source plan resides on Microsoft Project Server or Microsoft Project Online and you import directly from the server, the default mapping change automatically to the Microsoft Project GUID field.

18) If you opt to change the Unique 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.

19) Bear in mind that once you create a chart with a Unique Id mapping, it is nearly impossible to change your mind about how task shapes are to be identified.

20) 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.

21) To map an alternate Unique Id field, use the dropdown menu shown in the illustration below:

P61-24 1 1-60-(11)-08302018.png
<P61-24_1_1-60-(11)-08302018.png - Replace with Updated Screenshot>

22) When changing to an alternate Unique Id field, OnePager will display a warning message as follows:

P60-24 1 1-60-(9AA)-06052017.png
P60-24_1_1-60-(9AA)-06052017.png - Replace with Updated Screenshot

23) For more information on the Task/Milestone Identity Mapping feature, please see this section in the article at: Field Mappings Tab for OnePager Pro - Task/Milestone Identity Mapping. 21.15.1-70

Field Splitting

24) 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 plan field.

25) For example, you could split a task that had three Resource Names assigned to it into three almost-identical task shapes that differ only in their value of Resource Name.

26) Once you create a chart with field splitting turned On, it is not possible to change your mind and go back to unsplit task shapes for that chart or change to a different field for the splitting.

27) For more information on Splitting and Parsing Columns. please see the article at: Splitting and Parsing Columns-OnePager Pro 24.4.1-70.

Related Links

Core Concepts (Portal) 4.0.1-70

Templates versus Charts 4.3.1-70

Basic Workflows (Portal) 7.0.1-70

Creating Various Multi-Charts with OnePager Pro and Express (Portal) 8.0.1-70

Editing Task Links with the Chart Properties Form for OnePager Pro 19.3.1-70

Editing with the Chart Properties form (Portal) 21.0.1-70

Field Mappings Tab for OnePager Pro. 21.15.1-70

Modifying the Time Axis (Portal) 22.0.1-70

Template Only Features-OnePager Express 24.2.1-70

Using Enterprise Custom Fields from Microsoft Project for OnePager Pro 24.3.1-70

Splitting and Parsing Fields-OnePager Pro 24.4.1-70

Splitting and Parsing Fields-OnePager Express 24.5.1-70

(24.1.1-70)