Difference between revisions of "Templates versus Charts for Version 7.0"

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(Created page with "==Overview== Charts and '''Templates''' both let you customize your work and save time making new graphs or updating existing ones. Charts and '''Templates''' have some sim...")
 
 
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==Overview==
 
==Overview==
  
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Charts and '''Templates''' both let you customize your work and save time making new graphs or updating existing ones.  
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Charts and '''Templates''' both let you customize your work and save time making new charts or updating existing ones. Charts and '''Templates''' have some similar looking forms, so it is important to understand how they differ and what roles they play.
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Charts and '''Templates''' have some similar looking forms, so it is important to understand how they differ and what roles they play.
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==Templates==
 
==Templates==
  
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A '''Template''' is a framework from which you create '''new''' project views.  
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A '''Template''' is a framework from which you create '''new''' charts.  It contains no imported tasks or milestones and it is never displayed on the screen as graphics. It is just a convenient way of '''standardizing''' the parameters for creating new charts. The '''Template Properties''' form establishes default settings for '''color assignments, row and swimlane assignments, font properties, time axis choices, headers, footers, task links, and comment boxes'''.  It also tells OnePager which '''Fields''' to import from a Microsoft Project or a Microsoft Excel '''source plans''' when a new chart is created.  Once you have created a chart using a '''Template Properties''' form, the chart becomes independent of the '''Template'''.  You can change the '''Template Properties''' form and it has no further effect on charts already created. '''Templates''' are used by OnePager through the '''Template Properties''' form.
  
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It contains no imported tasks or milestones and it is never displayed on the screen as graphics. It is just a convenient way of '''standardizing''' the parameters for creating new project views.
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==Chart==
  
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The '''Template''' establishes default settings for '''color assignments, row and swimlane assignments, font properties, time axis choices, headers, footers, task links, and comment boxes'''.  
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The chart is the graphical representation of the data '''imported''' from your Microsoft Project or Microsoft Excel '''source plan''' under the control of the the '''current Template Properties''' form. The chart can be manually '''edited''' on the screen which is called the '''Chart Editor'''.  
  
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It also tells OnePager which '''fields''' to import from a Microsoft Project or a Microsoft Excel '''source plans''' when a new project view is created.  
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For more information, please see the article at: [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
  
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Once you have created a project view using a '''Template''', the project view becomes independent of the '''Template'''. You can change the '''Template''' and it has no further effect on the project view.
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You can also use the '''Chart Properties''' form accessed from the '''Home''' ribbon tool bar tab to make '''edits''' and changes to the chart which override the settings in the '''Template Properties''' form. These '''Chart Properties''' form changes do not change the settings in the '''current Template Properties''' form. Finally, you can convert a chart and its property settings into a '''Template Properties''' form for future use and '''save''' it under a '''file name''' of your selection.
  
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==Chart==
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==The Chart Versus Template Relationship==
  
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The project view is the graphical representation of the data imported from your Microsoft Project or Microsoft Excel '''source plan''' under the control of the the '''current Template'''.
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Given the explanations provided above for charts and '''Templates''', the relationship between the two include the relationship between charts and '''snapshots''' as well. The figure below shows this relationship:
  
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The project view can be manually '''edited''' on the screen which is called the Project View Editor ('''PVE''').  See the article at this link:  [[Manual Editing for Version 7.0 (Portal) | Manual versus Data-Driven Editing (Portal)]] 9.0.1-70
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<center>[[File:P70-4_0_1_3-(1)-04292020.png]]</center>
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for additional information.
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<!--<center>P70-4_0_1_3-(1)-04292020.png</center>-->
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You can also use the Project-View Properties ('''PVP''') form accessed from the '''Home''' tab to make '''edits''' and changes to the project view which override the settings in the '''Template'''. These '''PVP''' form changes do not change the settings in the '''current Template'''.
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Finally, you can convert a project view and its property settings into a '''Template''' for future use and save it under a file name of your selection.
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==The Chart Versus Template Relationship==
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Given the explanations provided above for project views and '''Templates''', we can visualize the relationship between the two and include the relationship between project views and '''snapshots''' as well. The figure below shows this relationship:
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The vertical columns overlaying Project A and B represent the control that the three '''Templates Properties''' forms have over the look and feel of the charts and '''snapshots''' created for each of the three audience groups - Executives, the project Team, and Regulators.  Each '''Template Properties''' form can create different charts that are tailored to the needs of each audience when it comes to telling a part of the schedule story. '''Template Properties''' form can be applied to many different projects as shown above and can be tailored with different settings as required. The charts and their '''snapshots''' respond to the settings in their respective '''Template Properties''' form by displaying task bars and milestone symbols, their decorations and adornments, and other chart features in accordance with '''Template Properties''' form's settings.
  
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<center>[[File:P61-4_0_1_3-61-(1)-10252017.png]]</center>
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For more information on '''Template Properties''' forms, please see the articles in this series:  [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
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<center>P61-4_0_1_3-61-(1)-10252017.png</center>
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The vertical columns overlaying Project A and B represent the control that the three '''Templates''' have over the look and feel of the project views and '''snapshots''' created for each of the three audience groups - Executives, the project Team, and Regulators. Each '''Template''' can create different project views that are tailored to the needs of each audience when it comes to telling a part of the schedule story.
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For more information on the management of charts, please see the articles at: [[Managing Chart Data for Version 7.0 | Managing Chart Data (Portal)]] <!--23.0.1-70-->
  
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'''Templates''' can be applied to many different projects as show above and can be tailored with different settings as required.
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==Related Links==
  
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The project views and their '''snapshots''' respond to the settings in their respective '''Template''' by displaying tasks/milestones, decorations, adornments, and other project view features in accordance with '''Template''' settings.
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[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
  
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For more information on '''Templates''', please see the articles in this series:  [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]]. 24.0.1-70
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[[Managing Chart Data for Version 7.0 | Managing Chart Data (Portal)]] <!--23.0.1-70-->
  
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For more information on the management of project views, please see the articles at: [[Managing Project View Data for Version 7.0 | Managing Project View Data (Portal)]]. 23.0.1-70
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[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
  
 
(4.0.1.3-70)
 
(4.0.1.3-70)

Latest revision as of 21:42, 10 January 2021

Overview

Charts and Templates both let you customize your work and save time making new charts or updating existing ones. Charts and Templates have some similar looking forms, so it is important to understand how they differ and what roles they play.

Templates

A Template is a framework from which you create new charts. It contains no imported tasks or milestones and it is never displayed on the screen as graphics. It is just a convenient way of standardizing the parameters for creating new charts. The Template Properties form establishes default settings for color assignments, row and swimlane assignments, font properties, time axis choices, headers, footers, task links, and comment boxes. It also tells OnePager which Fields to import from a Microsoft Project or a Microsoft Excel source plans when a new chart is created. Once you have created a chart using a Template Properties form, the chart becomes independent of the Template. You can change the Template Properties form and it has no further effect on charts already created. Templates are used by OnePager through the Template Properties form.

Chart

The chart is the graphical representation of the data imported from your Microsoft Project or Microsoft Excel source plan under the control of the the current Template Properties form. The chart can be manually edited on the screen which is called the Chart Editor.

For more information, please see the article at: Manual Editing Task/Milestone Shapes and Text Labels (Portal)

You can also use the Chart Properties form accessed from the Home ribbon tool bar tab to make edits and changes to the chart which override the settings in the Template Properties form. These Chart Properties form changes do not change the settings in the current Template Properties form. Finally, you can convert a chart and its property settings into a Template Properties form for future use and save it under a file name of your selection.

The Chart Versus Template Relationship

Given the explanations provided above for charts and Templates, the relationship between the two include the relationship between charts and snapshots as well. The figure below shows this relationship:

P70-4 0 1 3-(1)-04292020.png

The vertical columns overlaying Project A and B represent the control that the three Templates Properties forms have over the look and feel of the charts and snapshots created for each of the three audience groups - Executives, the project Team, and Regulators. Each Template Properties form can create different charts that are tailored to the needs of each audience when it comes to telling a part of the schedule story. Template Properties form can be applied to many different projects as shown above and can be tailored with different settings as required. The charts and their snapshots respond to the settings in their respective Template Properties form by displaying task bars and milestone symbols, their decorations and adornments, and other chart features in accordance with Template Properties form's settings.

For more information on Template Properties forms, please see the articles in this series: Managing Templates (Portal)

For more information on the management of charts, please see the articles at: Managing Chart Data (Portal)

Related Links

Manual Editing Task/Milestone Shapes and Text Labels (Portal)

Managing Chart Data (Portal)

Managing Templates (Portal)

(4.0.1.3-70)

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