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| − | ==Introduction==
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| − | The purpose of this article is to provide you one place with as much information as possible about how '''OnePager Bundle''' is used to create OnePager charts with data '''imported '''from Smartsheet.
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| − | In most cases '''OnePager Bundle''' handles data fields from Smartsheet very much like data coming from Microsoft Excel. This article focuses on two major topics:
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| − | :1) Connecting to and '''importing''' Smartsheet data into '''OnePager Bundle''' '''Standalone'''.
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| − | :2) '''OnePager Bundle''' '''Standalone’s''' handling of specific Smartsheet '''column''' data once those data are '''imported'''.
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| − | As a convention, whenever we refer to the '''OnePager Bundle''' in the context of Smartsheet, we'll just say '''OnePager''' when it’s absolutely clear that we are discussing '''OnePager''' with Smartsheet. Since only the '''Standalone''' edition of '''OnePager''' connects to Smartsheet files online, we'll just leave the suffix '''"Standalone"''' off.
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| − | ==About Connecting and Importing Smartsheet Data to OnePager Bundle==
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| − | '''OnePager imports '''data from Smartsheet by first making the '''connection''' from '''OnePager '''to your Smartsheet account online. Therefore, you must first have a Smartsheet account and '''login credentials''' so '''OnePager '''can access your account, your Smartsheet files, and be able to download selected file or files to your computer.
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| − | Detailed information on setting up you Smartsheet data for import to '''OnePager''' and other topics related to '''getting started using OnePager Bundle''' can be found at this article: [[Using Smartsheet Source Plans with OnePager 360 Version 7.1 | Using Smartsheet Source Plans with OnePager 360]] 3.0.3.3-71.
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| − | ===Data Imports to OnePager Bundle===
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| − | '''OnePager Bundle''' expects that you created a Smartsheet '''Project formatted''' file from one of the many available Smartsheet templates. In most cases, the '''column headings''' for the '''Project formatted '''file look like this:
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| − | <center>[[File:P71-4_0_1_7-71-(1)-09272021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(1)-09272021.png</center>
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| − | ====Minimum Column Names and Flag Column Definition====
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| − | The minimum '''Column names''' needed by '''OnePager '''are the '''Task Name''', '''Start''', and '''Finish'''. Additionally, it is strongly advised to add a '''flag column''' that can be used to tell '''OnePager '''which Smartsheet '''rows''' to '''import '''and use to create your chart. An example is shown here:
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| − | <center>[[File:P71-4_0_1_7-71-(2)-09272021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(2)-09272021.png</center>
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| − | In the example above, the '''Show It column’s''' purpose is to instruct '''OnePager '''on which '''rows''' to process when '''importing''' the Smartsheet '''Project formatted '''file. '''OnePager '''expects to see either '''“Yes”''' or''' “No”''' appropriately entered in the cells of the '''Show It column''' indicating which '''rows''' to '''import''' ('''Yes''') and which '''rows''' not to import ('''No''').
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| − | As an alternative you can use a Smartsheet '''checkbox''' where the '''row '''to '''import '''is represented by the '''box checked ON''' as shown here:
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| − | <center>[[File:P71-4_0_1_7-71-(2A)-10192021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(2A)-10192021.png</center>
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| − | '''OnePager''' recognizes '''Checkbox columns''' in Smartsheet as possible '''flag columns''' and makes the '''column''' available in the '''flag column''' selection process discussed later in this article.
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| − | ====Adding Your Own Columns====
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| − | Smartsheet features the capability for you to add your own '''User Defined Columns''' to the '''Project formatted''' file which '''OnePager imports''' as well. These additional '''column''' names can be used to organize your '''OnePager '''chart such as for defining '''Rows''' and '''Swimlanes''' in the chart or for presenting '''text '''information to be displayed in the chart as '''text columns'''. As a further example, the illustration below shows several '''User Defined Columns''' that can provide data for the '''OnePager '''chart and enhance your schedule presentation:
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| − | <center>[[File:P71-4_0_1_7-71-(3)-09272021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(3)-09272021.png</center>
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| − | ===OnePager Bundle Recognized Data Types===
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| − | What follows is a short discussion of how '''OnePager '''applies it’s built in intelligence functions with respect to Smartsheet’s '''User Defined Columns'''. The goal here is to provide an understanding of the process so you know what to expect from '''OnePager '''when various '''column heading''' names and '''data (column) types''' are encountered by '''OnePager '''in your Smartsheet '''source plan'''. There are four (4) '''column types''' that '''OnePager '''looks for when '''importing''' data from Smartsheet:
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| − | :* Dates
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| − | :* Numbers
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| − | :* Boolean (TRUE or FALSE)
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| − | :* Text Strings (A through Z, 0-9, special characters)
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| − | All data, regardless of '''data type''', are '''imported''' from Smartsheet '''Project formatted '''files. '''OnePager '''begins this analysis from top-left to bottom-right. Once the '''column headers '''are located and the '''data types''' are analyzed, '''OnePager '''associates these '''columns''' with specific usages in the '''OnePager choices '''('''OPC''') form as illustrated below. Using the second page of the '''OPC''' form shown below, you can change the '''column''' usage by selecting another '''column''' to serve the function from the dropdown list provided. The dropdown list is built from all the '''column headers''' that '''OnePager '''found during its analysis pass. An example of a dropdown list of '''column header''' names taken from a Smartsheet '''source plan''' is shown here:
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| − | <center>[[File:P71-4_0_1_7-71-(4)-09272021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(4)-09272021.png</center>
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| − | Highlighted above is the second page of the '''OnePager choices '''form showing a dropdown list of Smartsheet available '''column names''' along with '''column names '''made available by '''OnePager'''.
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| − | ==Selecting Tasks for Import into OnePager Bundle==
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| − | Since '''OnePager '''is connected to your Smartsheet account, it has access to your '''Project formatted '''files. Anyone of these files can be '''imported''' into '''OnePager '''and a chart created. The benefit derived from '''OnePager '''is that you can select the tasks you which to display in your '''OnePager '''chart along with other decorations and features that are best for presentation in a schedule discussion.
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| − | A way to set up a Smartsheet '''Project formatted '''file for '''import''' to '''OnePager '''is to define a '''flag column''' in your '''source plan''' and set a text value of '''“Yes”''' in the cells for each row in your source plan that you want '''OnePager '''to '''import'''. For illustration here we’ve define a Smartsheet '''column''' called '''Show It''' as a '''text''' '''column''' and have inserted '''“Yeses”''' and '''“Nos”''' to indicate to '''OnePager '''which tasks we wish to '''import'''. This is illustrated in the '''source plan '''portion below:
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| − | <center>[[File:P71-4_0_1_7-71-(4A)-09282021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(4A)-09282021.png</center>
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| − | When making your first chart, we strongly recommend that you '''import''' 50 or fewer '''Tasks'''. Please note that '''OnePager '''is shipped with a number of fully populated '''templates''' that are based on the Smartsheet '''source plan''' used in the '''Tutorial''' shipped with the product – '''BlueGrass Project Plan'''. Three '''column headings''' must always be present as a minimum: '''Task Name''',''' Start Date''',''' '''and''' Finish Date'''.
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| − | Once you’ve made the determination which '''source plan''' tasks to '''import''' you can launch '''OnePager '''and create your '''OnePager '''chart.
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| − | This discussion continues at this link: [[Using Smartsheet Source Plans with OnePager 360 Version 7.1# Launching OnePager 360 Standalone Using Smartsheet Source Plans for the First Time | Launching OnePager 360 Standalone Using Smartsheet Source Plans for the First Time]] 3.0.3.3-71.
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| − | There are three (3) '''selection options''' available for controlling '''OnePager’s import '''of task data. These are discussed in the subsections that follow:
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| − | ====Task Selection Option (1): Select All Tasks====
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| − | Smartsheet '''source plans''' like the one shown above with many tasks results in a very large '''OnePager''' chart usually not suitable for detailed schedule conversations. Accordingly, we do not recommend '''importing '''more than 50 tasks so that the resulting chart is a useful one page rendering of the '''source plan'''. However, for small projects where the number of tasks falls below the recommended maximum, using the '''Select all tasks''' shown in the '''Task Selection''' sub-control group of the '''OnePager choice''' form below is an easy way to specify this option:
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| − | <center>[[File:P71-4_0_1_7-71-(4B-1)-10212021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(4B-1)-10212021.png</center>
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| − | ====Task Selection Option (2): Select Tasks with ‘Yes’ in field:====
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| − | As mentioned above, one method for telling '''OnePager '''which '''tasks''' to '''import '''is to use a '''Flag''' '''column'''. As shown in the previous section, the Smartsheet '''source plan''' has a '''User Defined Column '''named '''Show It''' and the word '''“Yes” '''is typed into the contents of the '''Show It cell''' for each task '''imported '''into '''OnePager'''. Here is an illustration of the '''OnePager choices''' form where a '''Flag column''' is used to select tasks from the '''source plan''':
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| − | <center>[[File:P71-4_0_1_7-71-(4C-1)-10212021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(4C-1)-10212021.png</center>
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| − | When this is done for the '''source plan '''shown above, and other appropriate settings are made for '''OnePager''', the resulting chart looks like this:
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| − | <center>[[File:P71-4_0_1_7-71-(4D)-09282021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(4D)-09282021.png</center>
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| − | As mentioned earlier, you can also use a Smartsheet '''checkbox '''with a unique '''column header name'''. '''OnePager''' recognizes the '''checkbox column '''as a possible '''flag column '''and makes it available in the '''OnePager choices '''form in the '''dropdown list '''for the '''Select task with ‘Yes’ in field:''' option as shown below:
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| − | <center>[[File:P71-4_0_1_7-71-(4J)-10192021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(4J)-10192021.png</center>
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| − | When the '''column heading''' call OnePager is selected in the form above, '''OnePager imports''' rows where the '''OnePager checkbox '''is checked '''ON'''.
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| − | ====Task Selection Option (3): Select Tasks by custom filter:====
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| − | You can use the '''Conditional Import feature''' to fine tune the tasks you want to '''import'''. Assuming that you’re familiar with the '''Conditional Import '''feature, the '''Conditional Import Rules '''form can be accessed by selecting the '''Select tasks by custom filter: '''radio button as shown in the illustration below. Using the '''Conditional Import Rules '''form as shown here, it is possible to select tasks between specified '''Start Dates''' and '''Finish Dates''':
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| − | <center>[[File:P71-4_0_1_7-71-(4E-1)-10212021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(4E-1)-10212021.png</center>
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| − | When the above '''Conditional Import rules''' are used in the selection process, the resulting chart looks like this:
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| − | <center>[[File:P71-4_0_1_7-71-(4F)-09282021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(4F)-09282021.png</center>
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| − | The illustration created above includes tasks within the '''Start Dates '''and''' Finish Dates''' included in the '''Conditional Import Rules''' form. Additionally, the desire for the chart is to show those tasks within the time frame boundaries set by the first two rules that are currently assessed as '''Medium Risk'''. The '''Conditional Import Rules '''form with the three rules is shown below:
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| − | <center>[[File:P71-4_0_1_7-71-(4G)-09282021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(4G)-09282021.png</center>
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| − | Any Smartsheet '''column''' found in your '''source plan '''can be used as a '''Field''' in a '''Conditional Import rule'''.
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| − | For more detailed information on the '''Conditional Import feature''', we recommend that you read the articles on this subject under: [[Conditional Import for Version 7.1 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-71.
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| − | ===Using Other Columns as Flag Columns in Smartsheet===
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| − | '''OnePager '''offers a wide range of Smartsheet '''column''' and '''data types''' to be used as a '''flag '''for controlling the '''import''' of '''rows''' for making OnePager charts as shown below:
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| − | <center>[[File:P71-4_0_1_7-71-(4I-1)-10212021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(4I-1)-10212021.png</center>
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| − | Although the above dropdown list is extensive, '''OnePager '''is set to recognize only '''“Boolean”''' situations that resolve to either '''TRUE''' '''import''' to OnePager or '''FALSE''' do not '''import''' to '''OnePager'''. Smartsheet does not have '''Boolean''' '''type columns''' that can be used for this purpose so you must use '''text columns''',''' number '''type '''columns''', or '''checkboxes''' for this purpose as explained in the following sub-sections.
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| − | ====Integers Used as Flag Columns in Smartsheet====
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| − | You can use a Smartsheet '''number column '''with an '''integer''' as a '''flag '''if its contents are '''1’s''' in those cells that are intended to be '''imported '''as tasks. Similarly you can use '''0’s''' as '''flags '''for those tasks that you do not wish to '''import'''.
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| − | ====Decimal Numbers Used as Flag Columns in Smartsheet====
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| − | '''Number columns''' that contain an '''integer and decimal fraction''' are eligible to become '''flag''' when their contents are either '''1.0''' or '''0.0'''. However, such fields are not picked up by '''OnePager '''as a '''flag '''as discussed above for Smartsheet '''text fields'''. Therefore, we do not recommend that '''Number columns''' be used for the purpose of general task selection. Accordingly, it is still useful to consider '''number columns''' for task selection if the values contained in these '''number column '''cells need to be used for decision making on which tasks should be '''imported'''.
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| − | ====Checkboxes Used as Flag Columns in Smartsheet====
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| − | As an alternative you can use a Smartsheet '''checkbox''' where the '''row '''to '''import '''is represented by the '''box checked ON''' as shown here:
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| − | <center>[[File:P71-4_0_1_7-71-(2A)-10192021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(2A)-10192021.png</center>
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| − | '''OnePager''' recognizes '''Checkbox columns''' in Smartsheet as possible '''flag '''columns and makes the '''column''' available in the '''flag '''column selection process discussed later in this article.
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| − | ==Intelligent Changes Made to OnePager Bundle Current Template Properties Forms==
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| − | '''OnePager '''is shipped to you with a predefined set of '''Template Properties''' forms that are based upon the '''BlueGrass Project Plan Report '''used in this Wiki for example purposes and available to you from the '''OnePager Bundle''' '''tutorial'''. This means that all '''column '''usage settings within these shipped '''Template Properties''' forms are based upon this Smartsheet '''source plan'''. Since the flexibility of Smartsheet is considered in the design of '''OnePager''', it is necessary to '''update''' the current '''Template Properties''' form based upon '''your''' Smartsheet '''source plan'''. Accordingly, '''OnePager '''uses the analysis techniques discussed above to modify the '''current Template Properties''' form. This is necessary because, unlike Microsoft Project, where the '''columns''' have predefined meanings, the Smartsheet '''source plan column''' assignments and meaning are totally determined by you. '''OnePager''', therefore, makes intelligent choices and recommendations on Smartsheet '''source plan column''' usage based on the findings of the intelligent engine.
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| − | You can change or override these findings as follows:
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| − | :1) You can click the '''Edit current Template…''' button on the second page of the '''OnePager choices''' ('''OPC''') form shown here:
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| − | <center>[[File:P71-4_0_1_7-71-(4H)-09282021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(4H)-09282021.png</center>
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| − | :2) Clicking this button accesses the '''Template Properties''' form so you can navigate to the '''Rows and Swimlanes''' tab.
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| − | :3) The settings found in the '''Row & Swimlanes''' tab are determined by the '''current Template Properties''' form and by the intelligent analysis described above.
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| − | :4) If your Smartsheet '''source plan''' contains a '''column heading''' that exists in the '''Template Properties''' form, '''OnePager '''uses that '''column'''.
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| − | :5) Otherwise, it makes an intelligent recommendation from the '''column headings''' it discovers.
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| − | The illustration below shows that several of the settings in the '''Template Properties''' form’s '''Rows & Swimlanes''' tab reflect the decisions that '''OnePager '''made concerning '''column''' usage. These settings are consistent with the selections displayed in the '''OPC''' form.
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| − | <center>[[File:P71-4_0_1_7-71-(3-1)-08272021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(3-1)-08272021.png</center>
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| − | The illustration above shows that the '''Lempth column''' from the Smartsheet '''source plan''' is selected as the '''text column''' to appear in the chart. The '''Lempth column''' is indicated in the '''Template Properties''' form's '''Rows/Swimlanes''' tab for '''text column Left#1'''. We purposely misspelled '''Length''' to illustrate that '''OnePager '''has the intelligence to pick '''columns''' even though their '''headings''' are can be misspelled. You can change the '''Row & Swimlanes''' tab settings as well as settings in any of the other tabs. When you are ready, click '''Save and use''' button to make these changes part of the '''current Template Properties''' form.
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| − | In other tabs of the '''Template Properties''' form, '''OnePager '''has adjusted settings in a similar way to be consistent with its intelligent engine’s analysis of the Smartsheet '''source plan column headers''' and '''data types'''. If '''OnePager '''cannot find a '''column header''' name in the Smartsheet '''source plan''' that can be correlated with a specific '''OnePager '''purpose, it makes as intelligent a choice as possible and you are then able to make any change necessary. You are '''cautioned''' that all '''current Template Properties''' forms are altered when used in this way. We recommend that unique '''Template Properties''' form names be subsequently given to such modified '''Template Properties''' form for future reference and for sharing these modified '''Template Properties''' form with others.
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| − | For more information on the '''management '''of '''Template Properties '''forms, please see the article at: [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71.
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| − | ==Missing Columns, Column Headers, or Misspelled Column Headings==
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| − | '''OnePager '''also checks '''column headings''' when '''importing''' data in '''UPDATE''' mode. If the '''column''' was used in previous '''snapshots''' for any purpose, '''OnePager '''checks to assure that the new '''import''' for the '''snapshot''' has those same '''columns'''. When '''OnePager '''cannot find the expected '''columns''', one or more '''column heading''' names are missing or blank, the '''column heading''' is recognizably misspelled, or the '''data type''' is different from the previous snapshot, '''OnePager '''provides a '''warning message''' as shown in the example below:
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| − | <center>[[File:P71-4_0_1_7-71-(5)-09272021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(5)-09272021.png</center>
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| − | This can occur when you inadvertently attempt to '''update''' a chart from the incorrect Smartsheet '''source plan''' or the desired Smartsheet '''source plan''' was altered to the extent that '''OnePager '''cannot find the '''columns''' needed to accomplish the '''UPDATE''' functions. You are given two choices when the message above is displayed:
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| − | ===Continue with missing field(s)===
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| − | By selecting the '''Continue…''' button, the '''import''' proceeds. '''OnePager '''blanks some values that it cannot find. '''Note:''' The results can be unexpected.
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| − | ===Go back and fix field(s)===
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| − | Selecting the '''Go back…''' button tells '''OnePager '''to '''stop''' the '''import''' process and return control to Smartsheet. You can now correct the Smartsheet '''source plan''' or select another one and start the '''UPDATE''' process again.
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| − | ==OnePager Bundle Chart Representation of User Defined Columns and Virtual Columns ==
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| − | '''OnePager Bundle''' '''imports''' all Smartsheet '''columns''' at the beginning of the chart building process and analyzes them for '''data type''' and how they may be used in charts. Smartsheet has a minimum number of '''defined columns''' and Smartsheet users add '''User Defined Columns''' as needed to suit their scheduling goals. The OnePager intelligent preprocessor '''imports''' all available '''columns''' and analyzes them to set up dropdown lists of '''imported columns''' that are available within OnePager’s control scheme.
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| − | '''OnePager '''also builds additional '''“virtual” columns''' for use in your charts that are '''constructed '''based upon data '''imported '''from your Smartsheet '''Project formatted''' file. These '''virtual columns''' are provided in '''OnePager '''so that you can use all the features of '''OnePager''' when designing your charts.
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| − | ===Smartsheet User Define Columns===
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| − | For example, the chart shown below has three '''User Defined Columns''' (Project, Phase, and Category):
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| − | <center>[[File:P71-4_0_1_7-71-(3)-09272021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(3)-09272021.png</center>
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| − | These '''User Defined Columns''' are '''imported''' by '''OnePager '''and can be used to control '''rows''' and '''swimlanes''' as shown below:
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| − | <center>[[File:P71-4_0_1_7-71-(4D)-09282021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(4D)-09282021.png</center>
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| − | In Smartsheet you can create as many '''User Defined Columns''' as needed, specify their '''data type''', and populate data for each task. '''OnePager imports''' all '''columns''' defined and makes them available for use in your chart.
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| − | ===OnePager Virtual Columns for Smartsheet, an Example===
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| − | OnePager Pro and OnePager Express users have found it beneficial to use many of the '''OnePager virtual columns''' in their charts as shortcuts. For example, take the Smartsheet '''source plan''' below that has '''indented task names''' that establishes a '''Work Breakdown Structure''':
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| − | <center>[[File:P71-4_0_1_7-71-(6)-09282021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(6)-09282021.png</center>
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| − | Creating the '''OnePager''' chart from the Smartsheet '''source plan''' above, we get this:
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| − | <center>[[File:P71-4_0_1_7-71-(7)-09282021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(7)-09282021.png</center>
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| − | This is just one example of the use of '''OnePager virtual columns'''.
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| − | The '''OnePager virtual columns '''used in the example above represent only three of the '''virtual columns '''available for use in charts. '''OnePager '''can represent up to ten (10) levels for '''Summary name '''and '''Summary ID'''. The list of '''Level “x” Summary name '''and '''Level “x” Summary ID''' is shown in this illustration of a '''Swimlane Group by '''dropdown list:
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| − | <center>[[File:P71-4_0_1_7-71-(8)-09282021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(8)-09282021.png</center>
| |
| − |
| |
| − | For more information on the use of '''Rows and Swimlanes''', please see the article at: [[Creating and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-71 and [[Rows/Swimlane Tab for Version 7.1 | Rows/Swimlane Tab]] 21.2.1-71.
| |
| − |
| |
| − | ===More OnePager Bundle Virtual Columns for Smartsheet===
| |
| − |
| |
| − | As mentioned above, '''OnePager '''adds '''virtual columns''', and in most cases populates these '''virtual column '''cells with data '''imported '''from your Smartsheet '''source plan''' as illustrated above.
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| − |
| |
| − | The following '''virtual columns''' available in '''OnePager '''charts built with Smartsheet '''source plans''' are discussed in the sub-sections below:
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| − |
| |
| − | :* PartentID
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| − | :* SmartsheetTaskID
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| − | :* SmartsheetRowNumber
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| − | :* Summary
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| − | :* Outline level
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| − | :* Level “x” summary ID/name
| |
| − | :* OnCriticalPath
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| − |
| |
| − | ====ParentID and SmartsheetTaskID Columns====
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| − |
| |
| − | The '''ParentID''' '''column''' cells contain the identification number of the task’s '''parent''' task in the '''WBS'''. The '''SmartsheetTaskID''',''' '''created from the Smartsheet '''source plan’s '''data and maintained by '''OnePager''', is the Smartsheet task’s internal Smartsheet identification number. '''OnePager''' uses the '''SmartsheetTaskID''' values and the relationships between '''parent''' and '''subordinate '''tasks in the project’s '''WBS''' to calculate the individual '''ParentID''' value for each task bar shown in the chart. Where a task bar does not have a '''parent''' task bar, the value of the '''ParentID '''is set to zero (0).
| |
| − |
| |
| − | To illustrate '''ParentID''' and '''SmartsheetTaskID '''consider the '''source plan '''as shown below:
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| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(8A)-10172021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(8A)-10172021.png</center>
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| − |
| |
| − | When this '''source plan''' segment above is '''imported '''to '''OnePager''' and a chart is created, the portion of the chart containing the above '''parent''' and '''subordinate''' tasks looks like this with the corresponding values for '''ParentID''' and '''SmartsheetTaskID''':
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(8B)-10172021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(8B)-10172021.png</center>
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| − |
| |
| − | Using the '''ParentID''' and '''SmartsheetTaskID column''' cells shown above it is possible to see the '''subordinate/parent''' relationship between the two sets of task shown in the two illustrations above.
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| − |
| |
| − | ====SmartsheetRowNumber Column====
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| − |
| |
| − | When '''OnePager imports''' a Smartsheet '''source plan''' it also '''imports '''the '''row number''' for each task or milestone. '''OnePager''' assures that the values for '''SmartsheetRowNumber''' are sequential as shown in the original Smartsheet task listing regardless of how tasks were subsequently inserted into Smartsheet. This information is made available in the '''SmartsheetRowNumber virtual column '''as illustrated in the '''source plan '''below:
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| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(9)-10052021.png]]</center>
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| − | <center>P71-4_0_1_7-71-(9)-10052021.png</center>
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| − |
| |
| − | The '''SmartsheetRowNumber column''' can be displayed in the chart as a '''text column''' as shown here:
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(10)-10052021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(10)-10052021.png</center>
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| − |
| |
| − | The '''SmartsheetRowNumber column''' is useful when editing the chart, for example, when determining additional tasks to add to the chart.
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| − |
| |
| − | ====Summary Column====
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| − |
| |
| − | The '''Summary''' '''column''' is a '''Boolean column''' taking on the value of '''TRUE''' if the associated task is a '''summary '''task, that is, with subordinate-tasks organized below it and '''FALSE''' if the associated task does not have subordinate-tasks organized below it. In the Smartsheet '''source plan '''shown below, '''Summary '''and '''Non-Summary '''tasks are highlighted:
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(11)-10052021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(11)-10052021.png</center>
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| − |
| |
| − | Using the above Smartsheet '''source plan''' to create the '''OnePager '''chart, we can show the values from the '''Summary column''' in a '''text column '''along with the '''SmartsheetRowNumber''' as shown below:
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| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(12)-10052021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(12)-10052021.png</center>
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| − |
| |
| − | The above chart shows which displayed task bars are '''Summary tasks (TRUE)''' and which are '''Non-Summary tasks (FALSE)'''. These can be correlated back to the original Smartsheet '''source plan '''using the corresponding '''SmartsheetRowNumber'''. ''' '''
| |
| − |
| |
| − | ====Outline level Column====
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| − |
| |
| − | The '''Outline level column''' provides an integer value counting the '''level of indentation''' of task bars starting at level one (level 1).
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| − |
| |
| − | The '''Outline level''' is shown in the '''source plan '''below:
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| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(8A)-10172021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(8A)-10172021.png</center>
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| − |
| |
| − | In the Smartsheet '''source plan '''above, '''Planning Phase''' is at the highest level with '''Assemble Resources''' and '''Create Working Plans''' at the next level down. Additionally, '''Mechanical Engineers''', '''Electrical Engineers''', and '''System Engineers''' are at one more '''subordinate '''level below '''Assemble '''Resources'''. Finally, '''Phase 1 Estimation''' is at a '''subordinate''' level below '''Create Working Plans'''. There are '''three levels''' represented in the '''source plan '''shown above and when it is '''imported''' to '''OnePager''', the chart portion looks like this with the '''Outline level column''' containing the level values in each cell:
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(12A)-10172021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(12A)-10172021.png</center>
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| − |
| |
| − | The '''Outline level '''values shown above represent the '''WBS levels''' for the displayed portion of the '''source plan'''.
| |
| − |
| |
| − | ====Level “x” summary ID/name Fields ====
| |
| − |
| |
| − | '''OnePager''' provides a feature that allows you to conveniently display '''levels of indention''' based upon the '''source plan’s Work Breakdown Structure'''. '''OnePager '''supports ten (10) '''levels of indention''' which can be based on the '''ID''' or the '''Name '''of the '''WBS Element'''.
| |
| − |
| |
| − | As an example, take the portion of the Smartsheet '''BlueGrass Project Plan''' shown below and note how '''OnePager''' interprets the '''WBS''':
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(12D)-10182021.png]]</center>
| |
| − | <center> P71-4_0_1_7-71-(12D)-101892021.png </center>
| |
| − |
| |
| − | When the '''OnePager''' chart is created using the '''Show It=Yes''' to control the '''import '''of data and the '''Left#1 swimlane '''is set to '''Level 1 summary name''' and the '''Left#2 swimlane '''is set to '''Level 2 summary name''', the chart looks like this for the portion of the '''source plan''' above:
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(12E)-10182021.png]]</center>
| |
| − | <center> P71-4_0_1_7-71-(12E)-101892021.png </center>
| |
| − |
| |
| − | ====OnCriticalPath Column====
| |
| − |
| |
| − | Smartsheet shows the '''critical path''' in the '''Gantt bar '''display highlighted in red as shown below:
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(12B)-10172021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(12B)-10172021.png</center>
| |
| − |
| |
| − | The '''OnCriticalPath''' '''column''' is a '''Boolean''' value '''column''' whose cells either contain the word '''“True”''' or '''“False”''' depending on whether the individual task is '''ON''' or '''Not ON''' the '''critical path'''. These values are shown in the chart below in the '''OnCriticalPath column''':
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(12C)-10172021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(12C)-10172021.png</center>
| |
| − |
| |
| − | In the illustration above, all task bars that have '''“True”''' in their '''OnCriticalPath''' '''column''' cells are on the '''critical path '''as calculated by Smartsheet.
| |
| − |
| |
| − | A list of Smartsheet '''virtual columns''' created by '''OnePager Bundle''' can be found in the article at: [[Smartsheet Columns Available to OnePager 360 for Version 7.1 | Smartsheet Columns Available to OnePager 360]] 29.1.2-71.
| |
| − |
| |
| − | ===Representing Percent Complete (% Complete) from Smartsheet Project Formatted Files===
| |
| − |
| |
| − | Smartsheet has an available '''column''' called '''% Complete''' which can be populated with data that indicates the extent to which a task is progressing. The '''% Complete column’s cells''' are automatically populated with your numeric value followed by a '''percent sign''' ('''%'''). A sample portion of a Smartsheet '''source plan '''looks like this with the '''% Complete column '''highlighted:
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(12H)-10212021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(12H)-10212021.png</center>
| |
| − |
| |
| − | The '''OnePager '''chart created from the above Smartsheet '''source plan''' looks like this:
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(12I)-10212021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(12I)-10212021.png</center>
| |
| − |
| |
| − | Since Smartsheet has a defined '''column '''called '''% Complete''', it is our recommendation that you use this Smartsheet defined '''column''' in your charts to represent '''percent complete''' for tasks and milestones.
| |
| − |
| |
| − | For more information on using the '''percent complete''' feature, please see the article at: [[Percent complete for OnePager for Version 7.1 | Percent complete for OnePager]] 10.3.1-71.
| |
| − |
| |
| − | ===Representing Multiple Resources from Smartsheet Project Formatted Files ===
| |
| − |
| |
| − | '''OnePager''' can represent as many resources in the chart as are assigned to a task in Smartsheet. For example, the Smartsheet spreadsheet below show three tasks with two resources assigned to each task:
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(12F)-10192021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(12F)-10192021.png</center>
| |
| − |
| |
| − | '''OnePager imports''' the data in the '''Assign to column''' and places each resource into the chart separated by a comma as shown below:
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(12G)-10192021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(12G)-10192021.png</center>
| |
| − |
| |
| − | ===Representing Baseline Data from Smartsheet Project Formatted Files ===
| |
| − |
| |
| − | When the Smartsheet '''source plan''' is configured with '''baseline start/finish dates''',''' OnePager '''can represent them in the chart when the '''Chart Properties '''form’s '''Task Bars '''and/or''' Milestones '''tabs are configured to do so as shown below:
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(17)-10182021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(17)-10182021.png</center>
| |
| − |
| |
| − | When the '''Baselines '''function is '''enabled''' and the '''Baseline start/finish dates''' are displaced to the right of the '''baseline shape''', the chart looks like this:
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(18)-10182021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(18)-10182021.png</center>
| |
| − |
| |
| − | For more information on '''Baseline representation''', please see the article: [[Baselines for OnePager for Version 7.1 | Baselines for OnePager]] 10.5.1-71.
| |
| − |
| |
| − | ===Representing Critical Path Segments from Smartsheet Project Formatted File ===
| |
| − |
| |
| − | '''TBD – Pending Release 7.1.O- Pending Release where Jim has implemented Critical Path Segments in the graph.'''
| |
| − |
| |
| − | ===Using the OnePager Bundle Deadline Representation Feature with Smartsheet===
| |
| − |
| |
| − | '''OnePager '''has a feature that lets you display a '''deadline symbol '''in the chart that represents the '''latest finish date''' for the task or when the milestone must be met. A portion of a chart with '''deadline symbols''' looks like this:
| |
| − |
| |
| − | <center>[[File:P70-10_9_1-(2)-06032020.png]]</center>
| |
| − | <center>P70-10_9_1-70-(2)-09182019.png</center>
| |
| − |
| |
| − | When '''deadlines''' are turned '''ON''', they appear (by default) as '''down-arrow symbols''' in each task bar's row at the '''deadline date''' position with respect to the '''time axis.''' Above, '''deadline symbols''' that are not contained within their respective task bar are shown with '''black dash-dot connecting lines''' to illustrate the capability.
| |
| − |
| |
| − | It is highly recommended that if you want to use the '''deadlines feature''' that you define a '''Deadlines column '''in your Smartsheet '''source plan''' and populate it with appropriate dates. When '''OnePager imports''' your '''source plan''' the intelligent engine recognizes '''“Deadline” '''as containing the dates for this purpose and populates the appropriate dropdown lists.
| |
| − |
| |
| − | Controls for displaying '''deadline symbols '''are provided in the '''Template Properties '''and '''Chart Properties '''form’s '''Task Bars '''and '''Milestones''' tabs where you can specify the Smartsheet '''source plan''' '''column''' to represent '''deadline dates''' and specify their graphical representation in the chart.
| |
| − |
| |
| − | For convenience, '''OnePager '''assumes that the Smartsheet '''Project formatted '''file’s '''Deadline date column''' is the '''default column''' that '''OnePager '''uses to represent '''deadline symbols '''in the chart. This setting is established in all Smartsheet '''distributed Template Properties '''forms.
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| − |
| |
| − | The '''deadline''' setting is established in all Smartsheet '''distributed Template Properties '''form’s '''Field Mappings '''tab as shown below:
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(13)-10052021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(13)-10052021.png</center>
| |
| − |
| |
| − | As shown above, the '''Deadline date column name''' can be changed '''before''' the chart is created by using the '''Template Properties '''form’s '''Field Mappings''' tab to select another preferred '''Project formatted date column'''. Changing the '''Deadline date column name after '''the chart is created requires using the '''Field Mappings''' tab in the '''Chart Properties '''form.
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| − |
| |
| − | For more information on using '''Deadline symbols''', please see the article at: [[Deadlines for OnePager for Version 7.1 | Deadlines for OnePager]] 10.9.1-71.
| |
| − |
| |
| − | ===Using the OnePager Bundle Endpoints Representation Feature with Smartsheet===
| |
| − |
| |
| − | '''OnePager '''also has a feature that lets you display a '''multiple endpoint symbols '''in the chart that represent potentially important dates for a task. A portion of a chart with four (4) '''endpoint symbols''' associated with each task bar looks like this:
| |
| − |
| |
| − | <center>[[File:P70-10_11_1-(7-1)-06042020.png]]</center>
| |
| − | <center>P70-10_11_1-(7-1)-06042020.png</center>
| |
| − |
| |
| − | When '''one or more endpoints''' are turned '''ON''', they appear (by default) as '''down-arrow symbols''' in each task bar's row at the '''endpoint’s date''' position'''.''' Above, '''endpoint symbols''' that are not contained within their respective task bar are shown with '''black dash-dot connecting lines''' to illustrate the capability.
| |
| − |
| |
| − | Controls for displaying '''endpoint symbols '''are provided in the '''Template Properties '''and '''Chart Properties '''form’s '''Task Bars '''and '''Milestones''' tabs where you can specify the Smartsheet '''source plan column''' to represent '''endpoint dates''' and specify their graphical representation in the chart.
| |
| − |
| |
| − | For convenience, '''OnePager '''assumes that the following Smartsheet '''Project formatted date columns''' are the '''default columns''' that '''OnePager '''uses to represent '''endpoint symbols '''in the chart:
| |
| − |
| |
| − | :* '''Endpoint 1''': '''Start Date'''
| |
| − | :* '''Endpoint 2''': '''Finish Date'''
| |
| − | :* '''Endpoint 3''': '''Baseline Start'''
| |
| − | :* '''Endpoint 4''': '''Baseline Finish'''
| |
| − |
| |
| − | These setting are established in all Smartsheet '''distributed Template Properties '''form’s '''Task Bars '''tab in the '''Task Bar Decorations''' sub-control group at the '''Endpoints '''button. ('''Milestones''' do not display '''Endpoint symbols'''.) Checking the '''Endpoints '''checkbox '''ON''' and clicking the '''Endpoints''' '''Properties… '''button accesses the '''Set endpoint properties''' form where the '''default endpoint dates''' can be changed '''before''' the chart is created. Following the same path in the '''Chart Properties '''form to the '''Set endpoint properties '''form can accomplish the same result '''after''' the chart is created.
| |
| − |
| |
| − | For more information on using '''Endpoint symbols''', please see the article at: [[Endpoints for OnePager for Version 7.1 | Endpoints for OnePager]] 10.11.1-71.
| |
| − |
| |
| − | ===Representing Task Links from Smartsheet Project Formatted Files ===
| |
| − |
| |
| − | '''OnePager''' displays '''Task Links''' in the chart when the '''“master switch” '''for '''Task Links '''in the '''Template Properties '''form’s '''Task Link '''tab is checked '''ON''' as shown below:
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(14)-10182021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(14)-10182021.png</center>
| |
| − |
| |
| − | When the '''“master switch”''' is checked '''ON''', '''Task Links '''are '''enabled''' and can be shown in the chart after the '''Show data-driven links''' checkbox is checked '''ON '''in the '''Chart Properties '''form’s '''Task Link '''tab and the '''source plan column''' containing the '''task link predecessor data''' is set in the '''from''' window as shown below:
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(15)-10182021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(15)-10182021.png</center>
| |
| − |
| |
| − | You can use the above form to change the properties of the '''Task Links '''to meet your schedule discussion needs. When the chart is created, the '''Task Links '''look like this:
| |
| − |
| |
| − | <center>[[File:P71-4_0_1_7-71-(16)-10182021.png]]</center>
| |
| − | <center>P71-4_0_1_7-71-(16)-10182021.png</center>
| |
| − |
| |
| − | In the chart shown above, the '''Predecessor column''' is shown as a '''Left#1 text column''' to indicate the task bar that is the '''predecessor''' for the '''task link'''. The '''SmartsheetRowNumber''' '''column''' is shown as the '''Left#2 text column''' to identify the '''successor''' task bar.
| |
| − |
| |
| − | For more information on '''Task Links''', please see the articles at: [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.1 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-71.
| |
| − |
| |
| − | ==Related Link==
| |
| − |
| |
| − | [[Using Smartsheet Source Plans with OnePager 360 Version 7.1 | Using Smartsheet Source Plans with OnePager 360]] 3.0.3.3-71
| |
| − |
| |
| − | [[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71
| |
| − |
| |
| − | [[Conditional Import for Version 7.1 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-71
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| − |
| |
| − | [[Merging the Wrong Tasks into a Chart for Version 7.1 - OnePager 360 Standalone - Smartsheet | Merging the Wrong Tasks into a Chart - OnePager 360 Standalone - Smartsheet]] 7.21.1-71
| |
| − |
| |
| − | [[Percent complete for OnePager for Version 7.1 | Percent complete for OnePager]] 10.3.1-71
| |
| − |
| |
| − | [[Baselines for OnePager for Version 7.1 | Baselines for OnePager]] 10.5.1-71
| |
| − |
| |
| − | [[Deadlines for OnePager for Version 7.1 | Deadlines for OnePager]] 10.9.1-71
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| − |
| |
| − | [[Endpoints for OnePager for Version 7.1 | Endpoints for OnePager]] 10.11.1-71
| |
| − |
| |
| − | [[Creating and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-71
| |
| − |
| |
| − | [[Data-Driven Task Links for Smartsheet for Version 7.1 | Data-Driven Task Links for Smartsheet]] 19.1.1.4-71
| |
| − |
| |
| − | [[Rows/Swimlane Tab for Version 7.1 | Rows/Swimlane Tab]] 21.2.1-71
| |
| − |
| |
| − | [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
| |
| − |
| |
| − | [[Smartsheet Columns Available to OnePager 360 for Version 7.1 | Smartsheet Columns Available to OnePager 360]] 29.1.2-71
| |
| − |
| |
| − | (4.0.1.7-71)
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| − |
| |
| − | [[Category:Version 7.1]]
| |
| − | [[Category:Getting Started with Version 7.1]]
| |
| − | [[Category:Smartsheet]]
| |
| − | [[Category:Core Concepts]]
| |
| − | [[Category:OnePager Choices Form]]
| |
| − | [[Category:Templates]]
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| − | [[Category:Task Links]]
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| − | [[Category:Text Columns]]
| |
| − | [[Category:Rows and Swimlanes]]
| |
| − | [[Category:Multiple Swimlane Levels]]
| |
| − | [[Category:Importing]]
| |
| − | [[Category:Charts]]
| |
| − | [[Category:Templates Versus Charts]]
| |
| − | [[Category:Importing]]
| |
| − | [[Category:OnePager Bundle]]
| |
