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		+	=OnePager Import of Data from Project for the Web for Version 7.2 (P72-4_0-1_9-72-01312023.txt)=
		+
	==Introduction==		==Introduction==
−	To use '''OnePager Bundle''' with Smartsheet you are required to have access to the [http://www.smartsheet.com/ www.smartsheet.com] website, possess an account, and have Smartsheet '''source plans '''that can be '''imported''' to '''OnePager Bundle Standalone'''.  With these requirements satisfied and the proper [http://www.smartsheet.com/ www.smartsheet.com] access credentials available, '''OnePager Bundle Standalone''' can connect you to your Smartsheet account, access your selected Smartsheet '''source plan''' and create a '''NEW '''chart, '''UPDATE''', an existing chart, or '''OPEN''' an already created chart residing on your computer.	+	The purpose of this article is to provide you one place with as much information as possible about how '''OnePager''' is used to create OnePager charts with data '''imported '''from Microsoft's Project for the Web.
−	This article is a complete guide for using '''OnePager Bundle Standalone''' for '''importing''' Smartsheet files through the creation of a OnePager Chart, '''editing''' the chart, and incorporating the chart into a schedule conversation such as '''pasting''' the chart into a Microsoft PowerPoint presentation.	+	In most cases '''OnePager''' handles data fields from Project for the Web very much like data coming from Microsoft Project. This article focuses on two major topics:
−	As a convention, whenever we refer to the '''OnePager Bundle''' in the context of Smartsheet, we'll just say '''OnePager''' when its absolutely clear that we are discussing '''OnePager''' with Smartsheet.  Since only the '''Standalone''' edition of '''OnePager''' can connects to Smartsheet files online, we'll just leave the suffix '''"Standalone"''' off.	+	:1) Connecting to and '''importing''' Project for the Web data into '''OnePager'''.
−	==Launching OnePager Using Smartsheet Source Plans for the First Time==	+	:2) '''OnePager’s''' handling of specific Project for the Web '''column''' data once those data are '''imported'''.
−	===Preparing the Smartsheet Source Plan===	+	As a convention, whenever we refer to the '''OnePager''' in the context of Project for the Web, we'll just say '''OnePager''' when it’s absolutely clear that we are discussing '''OnePager''' with Project for the Web.  Since only the '''Standalone''' edition of '''OnePager''' connects to Project for the Web files online, we'll just leave the suffix '''"Standalone"''' off.
−	Before you launch '''OnePager''', it is a good idea to make sure that the Smartsheet '''Flag''' field that tells OnePager which Smartsheet '''Flag''' field you intend to use to control the import of source plan data is defined and set up as shown in the Smartsheet source plan illustration below:	+	==About Connecting and Importing Project for the Web Data to OnePager==
−	<center>[[File:P71-3_0_3_3-71-(2A)-06012021.png]]</center>	+	'''OnePager imports '''data from Project for the Web by first making the '''connection''' from '''OnePager '''to your Project for the Web account online. Therefore, you must first have a Project for the Web account and '''login credentials''' so '''OnePager '''can access your account, your Project for the Web files, and be able to download selected file or files to your computer.
−	<!--<center>P71-3_0_3_3-71-(2A)-06012021.png</center>-->	+
−	To control which tasks are '''imported''', specify the Smartsheet field as shown above where the Smartsheet field named '''Show It''' was added as a '''text''' field and the tasks that we wish to '''import''' have this field's contents set to '''Yes''' for each task we wish to import.	+	Detailed information on setting up you Project for the Web data for import to '''OnePager''' and other topics related to '''getting started using OnePager Bundle''' can be found at this article:
−	When making your first chart, we strongly recommend that you select 50 or fewer tasks. Please note that '''OnePager''' is shipped with a number of fully populated '''Templates Properties''' forms that are based on a typical Smartsheet '''source plan'''. Note that three field heading types must always be present: '''Task Name''', '''Start Date''', and '''End Date'''.	+	<center>
		+	{| class="wikitable"
		+	| [[Using Microsoft Project for the Web Source Plans with OnePager Version 7.2 | Using Microsoft Project for the Web Source Plans with OnePager]] 3.0.3.5-72
		+	|}
		+	</center>
−	===Launching OnePager===	+	===Data Imports to OnePager===
−	With the requirements above satisfied, you can access your Smartsheet '''source plans''' by first launching '''OnePager''' from your '''Desktop''' using the '''OnePager Bundle Icon''' shown here:	+	'''OnePager''' expects that you created a Project for the Web '''Project formatted''' file from one of the many available Project for the Web templates.  In most cases, the '''column headings''' for the '''Project formatted '''file look like this:
−	<center>[[File:P71-3_0_3-71-(3-1)-10252021.png]]</center>	+	<center>[[File:P71-4_0_1_7-71-(1)-09272021.png]]</center>
−	<!--<center>P71-3_0_3-71-(3-1)-10252021.png</center>-->	+	<center>P71-4_0_1_7-71-(1)-09272021.png</center>
		+	<center>[[File:P72-4_0_1_9-72-(1)-01312023.png]]</center>
		+	<center>P72-4_0_1_9-72-(1)-01312023.png</center>
−	Clicking the '''OnePager Bundle Icon''' causes a splash page to be displayed and then you are taken to the '''OnePager Bundle -- Chart Editor''' as shown in the sequence below:	+	====Minimum Column Names and Flags====
−	<center>[[File:P71-3_0_3-71-(5-1)-10252021.png]]</center>	+	The minimum '''Column names''' needed by '''OnePager '''are the '''Task Name''', '''Start''', and '''Finish'''. For those OnePager Pro users, Project for the Web does not make '''Boolean''' fields available to OnePager that are used by OnePager Pro to select tasks for '''import'''.  To provide a means for you to have control over the tasks you require to be shown in OnePager from Project for the Web '''source plans''', OnePager provides a new form accessed from the '''OnePager choices''' form or '''OPC''' form that can be used for this purpose.  More information on how to select tasks using the '''Project for the Web Task List''' form is provided below.
−	<!--<center>P71-3_0_3-71-(5-1)-10252021.png</center>-->	+
−	The '''OnePager Bundle Start''' form provides you with three options:	+	====Adding Your Own Columns====
−	:1) '''NEW''' Clicking the '''NEW''' buttons bring up the '''OnePager choices''' ('''OPC''') form.	+	Project for the Web features the capability for you to add your own '''User Defined Columns''' to the '''Project formatted''' file which '''OnePager imports'''.  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:
−	:2) '''UPDATE'''  Clicking the '''UPDATE''' button allows you to '''BROWSE FILES''' for an existing chart file or select a recently-opened chart.	+	<center>[[File:P71-4_0_1_7-71-(3-1)-04042022.png]]</center>
		+	<center>P71-4_0_1_7-71-(3-1)-04042022.png</center>
		+	<center>[[File:P72-4_0_1_9-72-(3)-01312023.png]]</center>
		+	<center>P72-4_0_1_9-72-(3)-01312023.png</center>
−	:3) '''OPEN'''  Clicking the '''OPEN''' button allows you to '''BROWSE FILES''' for an existing chart or select a recently-opened chart.	+	===OnePager Recognized Data Types===
−	==Creating a NEW Chart from a Smartsheet Source Plan==	+	What follows is a short discussion of how '''OnePager '''applies it’s built in intelligence functions with respect to Project for the Web’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 Project for the Web '''source plan'''. There are four (4) '''column types''' that '''OnePager '''looks for when '''importing''' data from Project for the Web:
−	If we are launching '''OnePager''' for the first time and intend to use a Smartsheet '''source plan''', click the '''NEW''' button which accesses the abbreviated '''OnePager Choices''' form as shown below:	+	:* Dates
		+	:* Numbers
		+	:* Text Strings (A through Z, 0-9, special characters)
−	<center>[[File:P71-3_0_3_3-71-(5-1)-10282021.png]]</center>	+	All data, regardless of '''data type''', are '''imported''' from Project for the Web '''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 Project for the Web '''source plan''' is shown here:
−	<!--<center>P71-3_0_3_3-71-(5-1)-10282021.png</center>-->	+
−	Next, click the '''Select''' button to access the dropdown menu where you have the options shown in the illustration below:	+	<center>[[File:P71-4_0_1_7-71-(4)-09272021.png]]</center>
		+	<center>P71-4_0_1_7-71-(4)-09272021.png</center>
		+	<center>[[File:P72-4_0_1_9-72-(4)-01312023.png]]</center>
		+	<center>P72-4_0_1_9-72-(4)-01312023.png</center>
−	<center>[[File:P71-3_0_3_3-71-(6-2)-09192022.png]]</center>	+	Highlighted above is the second page of the '''OnePager choices '''form showing a dropdown list of Project for the Web available '''column names''' along with '''column names '''made available by '''OnePager'''.
−	<center>P71-3_0_3_3-71-(6-2)-09192022.png</center>	+
−	===Selecting the Smartsheet Region===	+	==Selecting Tasks for Import into OnePager==
−	When you select the '''BROWSE Smartsheet...''' option shown above, OnePager displays a sub-menu to the right which asks you to select either the '''North America''' region or '''Europe''' region for your '''connection''' to Smartsheet.  The '''BROWSE Smartsheet... sub-menu''' looks like this:	+	Since '''OnePager '''is connected to your Project for the Web 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.
−	<center>[[File:P71-3_0_3_3-71-(6A-1)-09192022.png]]</center>	+	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 Project for the Web '''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'''.
−	<center>P71-3_0_3_3-71-(6A-1)-09192022.png</center>	+
−	Clicking either the '''North America''' option button or the '''Europe''' option button continues the sign in process as described in the following sub-section.	+	Once you’ve made the determination which '''source plan''' tasks to '''import''' you can launch '''OnePager '''and create your '''OnePager '''chart.
−	===Connecting OnePager Bundle to Your Smartsheet Account===	+	This discussion continues at this link:
−	For the purpose of this discussion, click the '''BROWSE Smartsheet ...''' option and make your '''Smartsheet''' region selection to access the '''Connect OnePager to Smartsheet (North America)''' form as shown below:	+	<center>
		+	{| class="wikitable"
		+	| [[Using Microsoft Project for the Web Source Plans with OnePager Version 7.2#Launching OnePager Using Microsoft Project for the Web Source Plans for the First Time | Launching OnePager Using Microsoft Project for the Web Source Plans for the First Time]] 3.0.3.5-72
		+	|}
		+	</center>
−	<center>[[File:P71-3_0_3_3-71-(7-5)-09192022.png]]</center>	+	There are three (3) '''selection options''' available for controlling '''OnePager’s import '''of task data. These are discussed in the subsections that follow:
−	<center>P71-3_0_3_3-71-(7-5)-09192022.png</center>	+
−	Selecting the '''Europe''' region option accesses the '''Connect OnePager to Smartsheet (Europe)''' form.	+	====Task Selection Option (1): Select All Tasks====
−	====Smartsheet Site Not Available====	+	Project for the Web '''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:
−	If it should happen that the Smartsheet website is down for some reason, OnePager provides the message shown below instead of the '''Connect OnePager to Smartsheet''' form:	+	<center>[[File:P71-4_0_1_7-71-(4B-1)-12062021.png]]</center>
		+	<center>P71-4_0_1_7-71-(4B-1)-12062021.png</center>
		+	<center>[[File:P72-4_0_1_9-72-(4B)-01312023.png]]</center>
		+	<center>P72-4_0_1_9-72-(4B)-01312023.png</center>
−	<center>[[File:P71-3_0_3_3-71-(7B)-02072022.png]]</center>	+	====Task Selection Option (2): Select individual task to import:====
−	<!--<center>P71-3_0_3_3-71-(7B)-02072022.png</center>-->	+
−	Clicking either the '''Ignore All''' or the '''Ignore''' buttons closes the '''error message''' form.  Clicking the '''Details>''' button provides the last two lines in the message form above.  OnePager remains open.  We recommend either waiting for the Smartsheet.com website to return to operation or call the Smartsheet support number.  Once the Smartsheet.com website is restored to operation, retry this procedure for '''connecting''' to Smartsheet.	+	This task selection option is recommended because it provides you with control over all the tasks in the '''source plan''' that can be '''imported'''.  Clicking the '''Select individual task to import:''' radio button or the '''Choose tasks''' button accesses the '''Project for the Web Task List''' form as shown below:
−	OnePager  Bundle also displays the above form is Smartsheet becomes unavailable either at initial '''sign in''' as discussed above or during an '''editing''' session such as when you need to access your Smartsheet '''source plan''' to '''update''' your chart.	+	<center>[[File:P72-3_0_3_5-72-(10A)-12192022.png]]</center>
		+	<center>P72-3_0_3_5-72-(10A)-12192022.png</center>
−	====Completing the Sign In Process====	+	The '''Project for the web Task List''' form is displayed with the '''Show''' column having all its checkboxes checked '''OFF''' or blank.  Check the checkbox '''ON''' for each task listed in the '''grid''' that you intend to '''import''' into OnePager for your chart.  The '''Project for the web Task List''' form's allow you to:
−	Assuming that no '''error message''' was shown, after entering your '''email address''', click '''Continue''' and you'll be able to enter your '''Smartsheet password''' on this form:	+	:* '''Show All tasks'''
		+	:* '''Hide All tasks'''
		+	:* '''Filter specific tasks to be shown'''
		+	:* '''Sort the Sequence, Task Name, Start Date, Finish Date, and Task ID''' columns into '''ascending''' or '''descending''' order.
−	<center>[[File:P71-3_0_3_3-71-(7A-2)-09192022.png]]</center>	+	Shown in the illustration above is the '''file name''' for the Microsoft Project for the Web '''source plan''' and the distributed Microsoft Project for the Web '''Template Properties''' form that '''OnePager''' selects as a starting point for you. Also shown above is the name selected for the '''OnePager Bundle NEW''' chart.  At this point you can change the '''Template Properties''' form used to build the chart by clicking the '''Change''' button in the '''Starting Template''' sub-section of the '''OnePager Choices''' form.
−	<center>P71-3_0_3_3-71-(7A-2)-09192022.png</center>	+
−	After entering your credentials and clicking the '''Sign In''' button, read the form and click the '''Allow''' button to proceed as shown here:	+	====Task Selection Option (3): Select Tasks by custom filter: (Conditional Import Rules)====
−	<center>[[File:P71-3_0_3_3-71-(8-2)-02142022.png]]</center>	+	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''':
−	<!--<center>P71-3_0_3_3-71-(8-2)-02142022.png</center>-->	+
−	====Saving Smartsheet Sign In Credentials Options====	+	<center>[[File:P71-4_0_1_7-71-(4E-1)-12062021.png]]</center>
		+	<center>P71-4_0_1_7-71-(4E-1)-12062021.png</center>
		+	<center>[[File:P72-4_0_1_9-72-(4E)-01312023.png]]</center>
		+	<center>P72-4_0_1_9-72-(4E)-01312023.png</center>
−	Clicking the '''Allow''' button accesses the '''Optional: Store Smartsheet Credentials''' form which gives you the option to have OnePager '''save your Smartsheet credentials''' for later access to Smartsheet from OnePager.  If you select the '''No, do not store credentials''' option, on subsequent attempts to access Smartsheet from OnePager you are required to follow the sign in procedure described above.  Selecting the '''Yes, store credentials''' option, tells OnePager to '''store your sign on credentials''' safely on your computer for subsequent access the next time you use OnePager Bundle to select a Smartsheet '''source plan'''.  The '''Optional: Store Smartsheet Credentials''' form is shown below:	+	When the above '''Conditional Import rules''' are used in the selection process, the resulting chart looks like this:
−	<center>[[File:P71-3_0_3_3-71-(8B-2)-02142022.png]]</center>	+	<center>[[File:P71-4_0_1_7-71-(4F)-09282021.png]]</center>
−	<!--<center>P71-3_0_3_3-71-(8B-2)-02142022.png</center>-->	+	<center>P71-4_0_1_7-71-(4F)-09282021.png</center>
		+	<center>[[File:P72-4_0_1_9-72-(4F)-01312023.png]]</center>
		+	<center>P72-4_0_1_9-72-(4F)-01312023.png</center>
		+
		+	The illustration created above includes tasks within the '''Scheduled Start Dates '''and''' Scheduled Finish Dates''' included in the '''Conditional Import Rules''' form.  The '''Conditional Import Rules '''form with the three rules is shown below:
−	====Switching from One Smartsheet Account to Another====	+	<center>[[File:P71-4_0_1_7-71-(4G)-09282021.png]]</center>
		+	<center>P71-4_0_1_7-71-(4G)-09282021.png</center>
		+	<center>[[File:P72-4_0_1_9-72-(4G)-01312023.png]]</center>
		+	<center>P72-4_0_1_9-72-(4G)-01312023.png</center>
−	In some cases it may be necessary to '''switch to another Smartsheet account''' to gain access to the '''source plans''' needed to create a chart.  The process for performing this '''account switch''' is described in this '''FAQ''':  [https://www.onepager.com/support/faq.php?id=198 Switching from One Smartsheet Account to Another]	+	Any Project for the Web '''column''' found in your '''source plan '''can be used as a '''Field''' in a '''Conditional Import rule'''.
−	====Selecting the Smartsheet Source Plan====	+	For more detailed information on the '''Conditional Import feature''', we recommend that you read the articles on this subject under:
−	Selecting the desired '''option''' on the previous form accesses the '''Choose what to import''' form shown below:	+	<center>
		+	{| class="wikitable"
		+	| [[Conditional Import for Version 7.2 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-72
		+	|}
		+	</center>
−	<center>[[File:P71-3_0_3_3-71-(9-1)-10282021.png]]</center>	+	==OnePager Chart Representation of User Defined Columns and Virtual Columns==
−	<!--<center>P71-3_0_3_3-71-(9-1)-10282021.png</center>-->	+
−	Clicking the desired Smartsheet '''source plan''' entry shown above tells '''OnePager''' which Smartsheet file to load under the control of the defined '''Show It''' flag field and expands the previously abbreviated '''OnePager Choices''' form shown here:	+	'''OnePager''' '''imports''' all Project for the Web '''columns''' at the beginning of the chart building process and analyzes them for '''data type''' and how they may be used in charts.  Project for the Web has a minimum number of '''defined columns''' and Project for the Web users can 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.
−	<center>[[File:P71-3_0_3_3-71-(10A-1)-12062021.png]]</center>	+	'''OnePager '''also builds additional '''“virtual” columns''' for use in your charts that are '''constructed '''based upon data '''imported '''from your Project for the Web '''Project formatted''' file. These '''virtual columns''' are provided in '''OnePager '''so that you can use all the features of '''OnePager''' when designing your charts.
−	<!--<center>P71-3_0_3_3-71-(10A-1)-12062021.png</center>-->	+
−	Shown in the illustration above is the '''file name''' for the Smartsheet '''source plan''' and the distributed Smartsheet '''Template Properties''' form that '''OnePager''' selects as a starting point for you.  Also shown above is the name selected for the '''OnePager Bundle NEW''' chart.  '''OnePager''' also recognizes the Smartsheet '''Show It''' field as the '''import selection field''' because its contents are '''Yes''' and blanks.  At this point you can change the '''Template Properties''' form used to build the chart by clicking the '''Change''' button in the '''Starting Template''' sub-section of the '''OnePager Choices''' form.	+	===Project for the Web User Define Columns===
−	===Options on the NEW OnePager Choices form===	+	For example, the chart shown below has three '''User Defined Columns''' (Sub-Project, Phase, and Category):
−	The '''OPC''' form gives you more options for selecting '''source plans'''.  The illustration above shows that '''OnePager''' is initiated from Smartsheet with the '''source plan''' shown in the '''Selected File(s)''' group shown above. The '''Add/Remove''' button gives you the capability to '''add''' more '''source plans''' to the '''source packet''' or, for multiple file packets, or to '''remove''' files. Clicking the '''Add/Remove''' button accesses the '''Data source selection''' form as shown below:	+	<center>[[File:P71-4_0_1_7-71-(3-1)-04042022.png]]</center>
		+	<center>P71-4_0_1_7-71-(3-1)-04042022.png</center>
		+	<center>[[File:P72-4_0_1_9-72-(3A)-02022023.png]]</center>
		+	<center>P72-4_0_1_9-72-(3A)-02022023.png</center>
−	<center>[[File:P71-3_0_3_3-71-(7-5)-12062021.png]]</center>	+	These '''User Defined Columns''' are '''imported''' by '''OnePager '''and can be used to control '''rows''' and '''swimlanes''' as shown below:
−	<!--<center>P71-3_0_3_3-71-(7-5)-12062021.png</center>-->	+
−	The '''Data source selection''' form displays the current '''source plan''' that was loaded when you launched '''OnePager'''.  This form lets you '''Add''' more Smartsheet '''source plan''' to create a '''multi-project''' chart or '''Remove''' a '''source plan''' from a '''multi-file source packet'''. These options are detailed below.	+	<center>[[File:P71-4_0_1_7-71-(4D)-09282021.png]]</center>
		+	<center>P71-4_0_1_7-71-(4D)-09282021.png</center>
−	===Adding a New Source Plan===	+	In Project for the Web 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.
−	When you click the '''Add''' button, '''OnePager''' gives you the option to access a Windows '''Open''' form when you select the '''BROWSE FILES…''' option as shown here:	+	===OnePager Virtual Columns for Project for the Web, an Example===
−	<center>[[File:P71-3_0_3_3-71-(8-1)-06082021.png]]</center>	+	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 Project for the Web '''source plan''' below that has '''indented task names''' that establishes a '''Work Breakdown Structure''':
−	<!--<center>P71-3_0_3_3-71-(8-1)-06082021.png</center>-->	+
−	Clicking the '''BROWSE FILES…''' option displays a Window’s '''Open''' form so you can select an Smartsheet '''source plan''' to '''add''' to the '''source packet'''.  A sample '''Open''' form is shown below:	+	<center>[[File:P71-4_0_1_7-71-(6)-09282021.png]]</center>
		+	<center>P71-4_0_1_7-71-(6)-09282021.png</center>
−	<center>[[File:P71-3_0_3_3-71-(9-1)-06082021.png]]</center>	+	Creating the '''OnePager''' chart from the Project for the Web '''source plan''' above, we get this:
−	<!--<center>P71-3_0_3_3-71-(9-1)-06082021.png</center>-->	+
−	When you select a desired Smartsheet '''source plan''' and click the '''Open''' button as shown above, '''OnePager''' adds the '''source plan''' to the '''source packet''' and displays it in the '''Data source selection''' window as shown below:	+	<center>[[File:P71-4_0_1_7-71-(7)-09282021.png]]</center>
		+	<center>P71-4_0_1_7-71-(7)-09282021.png</center>
−	<center>[[File:P71-3_0_3_1-71-(10-1)-06082021.png]]</center>	+	This is just one example of the use of '''OnePager virtual columns'''.
−	<!--<center>P71-3_0_3_1-71-(10-1)-06082021.png</center>-->	+
−	The selected '''source plan''' is '''added''' to the '''source packet''' as shown above.  '''OnePager''' shows the '''path name''' of the '''source plan''' in the window if you hover the mouse over the '''source plan''' name. If you select a recently used '''source plan''' from the dropdown menu displayed when the '''Add''' button is clicked ('''Data source selection''' form), '''OnePager Bundle Standalone'''  adds that '''source plan''' to the '''source packet'''.	+	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:
−	===Smartsheet Source Plan Not Found===	+	<center>[[File:P71-4_0_1_7-71-(8)-09282021.png]]</center>
		+	<center>P71-4_0_1_7-71-(8)-09282021.png</center>
−	When selecting a Smartsheet '''source plan''' from the '''RECENT''' dropdown list or when making changes to the '''source plan packet''' there is a possibility that the selected '''source plan''' is no longer available to Smartsheet either because the '''source plan''' was '''deleted''', '''renamed''', or '''un-shared'''.  When OnePager cannot '''locate''' the requested '''source plan''' the message shown below is presented:	+	For more information on the use of '''Rows and Swimlanes''', please see the articles at:
−	<center>[[File:P71-3_0_3_1-71-(10A)-03022022.png]]</center>	+	<center>
−	<!--<center>P71-3_0_3_1-71-(10A)-03022022.png</center>-->	+	{| class="wikitable"
		+	| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-72
		+	| [[Rows/Swimlane Tab for Version 7.2 | Rows/Swimlane Tab]] 21.2.1-72
		+	|}
		+	</center>
−	Clicking the '''Ignore All''' or the '''Ignore''' button returns you to the '''OnePager Bundle Start''' form.	+	===More OnePager Virtual Columns for Project for the Web===
−	===Removing a Source Plan===	+	As mentioned above, '''OnePager '''adds '''virtual columns''', and in most cases populates these '''virtual column '''cells with data '''imported '''from your Project for the Web '''source plan''' as illustrated above.
−	The '''Remove''' button allows you to remove a '''source plan''' from a '''source packet''' if that '''source plan''' is not needed to create the new chart.  To remove a '''source plan''', first select the '''source plan''' in the '''Data source selection''' form’s window so that it is highlighted in blue then click the '''Remove''' button as shown in the sequence below:	+	The following '''virtual columns''' available in '''OnePager '''charts built with Project for the Web '''source plans''' are discussed in the sub-sections below:
−	<center>[[File:P71-3_0_3_3-71-(11-2)-06082021.png]]</center>	+	:* PartentID
−	<!--<center>P71-3_0_3_3-71-(11-2)-06082021.png</center>-->	+	:* TaskID
		+	:* RowNumber
		+	:* Summary
		+	:* Outline level
		+	:* Level “x” summary ID/name
		+	:* OnCriticalPath
		+	====ParentID and TaskID Columns====
−	<center>[[File:P71-3_0_3_3-71-(12)-06082021.png]]</center>	+	The '''ParentID''' '''column''' cells contain the identification number of the task’s '''parent''' task in the '''WBS'''. The '''TaskID''',''' '''created from the Project for the Web '''source plan’s '''data and maintained by '''OnePager''', is the Project for the Web task’s internal Project for the Web identification number.  '''OnePager''' uses the '''TaskID''' 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).
−	<!--<center>P71-3_0_3_3-71-(12)-06082021.png</center>-->	+
−	===Other Choices to Make===	+	To illustrate '''ParentID''' and '''TaskID '''consider the '''source plan '''as shown below:
−	Moving on to the other groups of the '''OPC''' form, you are asked to confirm a few things before you build the chart.  '''OnePager''' makes good guesses for each of these choices, but you can change any of them:	+	<center>[[File:P71-4_0_1_7-71-(8A)-10172021.png]]</center>
		+	<center>P71-4_0_1_7-71-(8A)-10172021.png</center>
−	<center>[[File:P71-3_0_3_3-71-(15-4)-12062021.png]]</center>	+	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 '''TaskID''':
−	<!--<center>P71-3_0_3_3-71-(15-4)-12062021.png</center>-->	+
−	====Starting Template Properties Form====	+	<center>[[File:P71-4_0_1_7-71-(8B)-10172021.png]]</center>
		+	<center>P71-4_0_1_7-71-(8B)-10172021.png</center>
−	The current '''Template Properties''' form determines which fields are '''imported''' from Smartsheet '''source plan''' files and how the initial chart looks.  '''OnePager''' ships with many sample '''Templates Properties''' forms, but you can also customize your own '''Template Properties''' form. To choose which '''Template Properties''' form to use in building your chart, click the '''Change…''' button in the top group of the '''OPC''' form  as shown here:	+	Using the '''ParentID''' and '''TaskID 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.
−	<center>[[File:P71-3_0_3_3-71-(15A-2)-12062021.png]]</center>	+	====RowNumber Column====
−	<!--<center>P71-3_0_3_3-71-(15A-2)-12062021.png</center>-->	+
−	The dropdown list shown in the illustration above only shows '''RECENT''' and '''PERMANENT Templates''' selections for the '''source plan''' type you selected previously in the '''Selected File(s)''' sub-control group above.	+	When '''OnePager imports''' a Project for the Web '''source plan''' it also '''imports '''the '''row number''' for each task or milestone.  '''OnePager''' assures that the values for '''RowNumber''' are sequential as shown in the original Project for the Web task listing regardless of how tasks were subsequently inserted into Project for the Web. This information is made available in the '''RowNumber virtual column '''as illustrated in the '''source plan '''below:
−	When using '''OnePager''' with Smartsheet '''source plans''' it is required that you use Smartsheet '''Template Properties''' forms. If '''OnePager''' detects that there is a mismatch between '''source plan''' file type and the '''Template Properties''' form, a warning message is provided.	+	<center>[[File:P71-4_0_1_7-71-(9)-10052021.png]]</center>
−		+	<center>P71-4_0_1_7-71-(9)-10052021.png</center>
−	For now, just stick with the default '''Template Properties''' form entitled '''Single Project Gantt View – Detailed for Smartsheet''', but you can always use a different '''Template Properties''' form to get a different type of chart.	+
−	====Title of the New Chart====	+	The '''RowNumber column''' can be displayed in the chart as a '''text column''' as shown here:
−	This is the '''Title''' of the chart and also the suggested '''save''' name. You can change the '''save''' name when you save it. We recommend that you enter a '''Title''' that helps you identify the chart later on 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>
−	<center>[[File:P71-3_0_3_3-71-(15B-2)-12062021.png]]</center>	+	The '''RowNumber column''' is useful when editing the chart, for example, when determining additional tasks to add to the chart.
−	<!--<center>P71-3_0_3_3-71-(15B-2)-12062021.png</center>-->	+
−	For each chart you create, '''OnePager''' remembers '''colors, titles, legends, font sizes''', and all other '''graph properties''' so that your work is saved. Later, you can '''update''' the chart with a snapshot of how the project looks on a different date. Then you can '''browse''' through the snapshots to see how the project is changing over time.  '''OnePager''' also '''saves''' the '''path name''' associated with the '''save''' name ('''.TAM''').	+	====Summary Column====
−	====Task Selection====	+	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 Project for the Web '''source plan '''shown below, '''Summary '''and '''Non-Summary '''tasks are highlighted:
−	This is how you tell '''OnePager''' which tasks to '''import''' from your Smartsheet '''source plan''' as indicated below:	+	<center>[[File:P71-4_0_1_7-71-(11)-10052021.png]]</center>
		+	<center>P71-4_0_1_7-71-(11)-10052021.png</center>
−	<center>[[File:P71-3_0_3_3-71-(15C-2)-12062021.png]]</center>	+	Using the above Project for the Web '''source plan''' to create the '''OnePager '''chart, we can show the values from the '''Summary column''' in a '''text column '''along with the '''RowNumber''' as shown below:
−	<!--<center>P71-3_0_3_3-71-(15C-2)-12062021.png</center>-->	+
−	Either click the '''Select all tasks''' radio button to create a chart with everything or choose a '''Flag''' field. You can make several charts from a single Smartsheet '''source plan''', each using a different '''Flag''' field. In '''OnePager''', if no '''Flags''' are set to '''Yes''', provides you with a warning message shown below:	+	<center>[[File:P71-4_0_1_7-71-(12)-10052021.png]]</center>
		+	<center>P71-4_0_1_7-71-(12)-10052021.png</center>
−	<center>[[File:P71-3_0_3_1-71-(15D)-06042021.png]]</center>	+	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 Project for the Web '''source plan '''using the corresponding '''RowNumber'''.
−	<!--<center>P71-3_0_3_1-71-(15D)-06042021.png</center>-->	+
−	Clicking the '''Select tasks by custom filter''' button enables the '''Edit filters...''' button.  Clicking the '''Edit filters...''' button takes you to a form that controls the '''Conditional Import Filters''' feature as shown here.	+	====Outline level Column====
−	<center>[[File:P71-3_0_3_3-71-(15E-2)-12062021.png]]</center>	+	The '''Outline level column''' provides an integer value counting the '''level of indentation''' of task bars starting at level one (level 1).
−	<!--<center>P71-3_0_3_3-71-(15E-2)-12062021.png</center>-->	+
−	For more detailed information on '''Conditional Import''', please see the article at:	+	The '''Outline level''' is shown in the '''source plan '''below:
−	<center>	+	<center>[[File:P71-4_0_1_7-71-(8A)-10172021.png]]</center>
−	{| class="wikitable"	+	<center>P71-4_0_1_7-71-(8A)-10172021.png</center>
−	| [[Conditional Import for Version 7.2 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-72	+
−	|}	+
−	</center>	+
−	====Snapshot Date====	+	In the Project for the Web '''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:
−	This is the date of the chart and lets you keep track of how schedules change over time. The snapshot date is set by default from your Smartsheet '''source plan's''' '''Current date'''. You can change the snapshot date by clicking on the dropdown button at the window shown in the illustration below:	+	<center>[[File:P71-4_0_1_7-71-(12A)-10172021.png]]</center>
		+	<center>P71-4_0_1_7-71-(12A)-10172021.png</center>
−	<center>[[File:P71-3_0_3_3-71-(15F-1)-12062021.png]]</center>	+	The '''Outline level '''values shown above represent the '''WBS levels''' for the displayed portion of the '''source plan'''.
−	<!--<center>P71-3_0_3_3-71-(15F-1)-112062021.png</center>-->	+
−	Making a calendar date selection as shown above establishes the '''snapshot date''' for the chart and the '''snapshot''' being created. Each chart can have many snapshots. Snapshots and their management are important topics.  Snapshots are the basis of how '''OnePager''' helps you track the progress of your project.	+	====Level “x” summary ID/name Fields ====
−	For more information on '''Snapshots and their Management''', please see the articles at:	+	'''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'''.
−	<center>	+	As an example, take the portion of the Project for the Web '''BlueGrass Project Plan''' shown below and note how '''OnePager''' interprets the '''WBS''':
−	{| class="wikitable"	+
−	| [[Managing Chart Data for Version 7.2 | Managing Chart Data (Portal)]] 23.0.1-72	+
−	|}	+
−	</center>	+
−	====Show Field Mappings====	+	<center>[[File:P71-4_0_1_7-71-(12D)-10182021.png]]</center>
		+	<center> P71-4_0_1_7-71-(12D)-101892021.png </center>
−	The '''Show field mappings''' checkbox is near the bottom of the form.  When this box is checked '''ON''' you have a chance to review and change the Smartsheet '''field mappings''' to '''OnePager''' before you make your first chart. To do this, click the '''Next&gt;''' button as shown here:	+	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:P71-3_0_3_3-71-(15G-3)-12062021.png]]</center>	+	<center>[[File:P71-4_0_1_7-71-(12E)-10182021.png]]</center>
−	<!--<center>P71-3_0_3_3-71-(15G-3)-12062021.png</center>-->	+	<center> P71-4_0_1_7-71-(12E)-101892021.png </center>
−	You now see the following form:	+	====OnCriticalPath Column====
−	<center>[[File:P71-3_0_3_3-71-(16-2)-10282021.png]]</center>	+	Project for the Web shows the '''critical path''' in the '''Gantt bar '''display highlighted in red as shown below:
−	<!--<center>P71-3_0_3_3-71-(16-2)-10282021.png</center>-->	+
−	Notice in the above form that '''OnePager''' has relied on the current '''Template Properties''' form to make some guesses on which Smartsheet '''source plan''' fields should be used in making the chart. You can easily change any of these '''field mappings''' by making selections from the dropdown menus. For example, shown below is how to change which '''Finish Date''' in Smartsheet is used to create the chart's '''Finish''':	+	<center>[[File:P71-4_0_1_7-71-(12B)-10172021.png]]</center>
		+	<center>P71-4_0_1_7-71-(12B)-10172021.png</center>
−	<center>[[File:P71-3_0_3_3-71-(17-2)-10282021.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>P71-3_0_3_3-71-(17-2)-10282021.png</center>-->	+
−	===Creating the Graph===	+	<center>[[File:P71-4_0_1_7-71-(12C)-10172021.png]]</center>
		+	<center>P71-4_0_1_7-71-(12C)-10172021.png</center>
−	We've gone ahead and selected a more elaborate '''Template Properties''' form so when the '''Create new chart''' button is clicked, the Smartsheet '''source plan''' is used to create the '''OnePager''' chart shown here:	+	In the illustration above, all task bars that have '''“True”''' in their '''OnCriticalPath''' '''column''' cells are on the '''critical path '''as calculated by Project for the Web.
−	<center>[[File:P71-3_0_3_3-71-(11A-2)-10282021.png]]</center>	+	===Representing Percent Complete (% Complete) from Project for the Web Project Formatted Files===
−	<!--<center>P71-3_0_3_3-71-(11A-2)-10282021.png</center>-->	+
−	===Copying the Chart to Microsoft PowerPoint===	+	Project for the Web 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 Project for the Web '''source plan '''looks like this with the '''% Complete column '''highlighted:
−	'''OnePager Bundle''' provides access to the Windows clipboard so you can '''copy''' the chart and '''paste''' it into another application. To copy the current chart snapshot to the clipboard click the '''Copy''' button on the '''Home''' ribbon tool bar tab as shown below:	+	<center>[[File:P71-4_0_1_7-71-(12H)-10212021.png]]</center>
		+	<center>P71-4_0_1_7-71-(12H)-10212021.png</center>
−	<center>[[File:P71-3_0_3_3-71-(37A-1)-06102021.png]]</center>	+	The '''OnePager '''chart created from the above Project for the Web '''source plan''' looks like this:
−	<!--<center>P71-3_0_3_3-71-(37A-1)-06102021.png</center>-->	+
−	Then launch Microsoft PowerPoint and paste the clipboard copy of the chart into a Microsoft PowerPoint slide, as shown below:	+	<center>[[File:P71-4_0_1_7-71-(12I)-10212021.png]]</center>
		+	<center>P71-4_0_1_7-71-(12I)-10212021.png</center>
−	<center>[[File:P71-3_0_3_3-71-(37-1)-06102021.png]]</center>	+	Since Project for the Web has a defined '''column '''called '''% Complete''', it is our recommendation that you use this Project for the Web defined '''column''' in your charts to represent '''percent complete''' for tasks and milestones.
−	<!--<center>P71-3_0_3_3-71-(37-1)-06102021.png</center>-->	+
−	That’s it! You’ve created a professional 1-page schedule summary from a complex Smartsheet schedule and copied it into a Microsoft PowerPoint presentation. You can also print the chart by selecting the '''Print''' button on the '''File''' tab. '''OnePager Bundle''' has other features that let you move task bars vertically to different '''rows and swimlanes''', change the number and levels of swimlanes, add swimlane titles, show graphic dependencies among tasks, change task bar colors, hide task bars, edit text items, add floating comment boxes, add comment boxes to task bars, and standardize on chart styles across organizations.	+	For more information on using the '''percent complete''' feature, please see the article at:
−		+
−	To learn more about these features, read about the specific workflows in this Wiki at:	+
	<center>		<center>
	{| class="wikitable"		{| class="wikitable"
−	| [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72	+	| [[Percent complete for OnePager for Version 7.2 | Percent complete for OnePager]] 10.3.1-72
−	| [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72	+
	|}		|}
	</center>		</center>
−	==Opening a Chart==	+	===Representing Multiple Resources from Project for the Web Project Formatted Files ===
−	The '''OnePager Bundle Start''' form has two additional buttons for accessing existing charts built with '''OnePager''' ('''OPEN''') and for specifically '''updating''' an existing chart with '''updated source plan''' information ('''UPDATE''').	+	'''OnePager''' can represent as many resources in the chart as are assigned to a task in Project for the Web.  For example, the Project for the Web spreadsheet below show three tasks with two resources assigned to each task:
−	The right-most button on the '''OnePager Start''' form is the '''OPEN''' button. Clicking the '''OPEN''' button displays a dropdown menu which is the same for the '''UPDATE''' button. The options in the dropdown are discussed below:	+	<center>[[File:P71-4_0_1_7-71-(12F)-10192021.png]]</center>
		+	<center>P71-4_0_1_7-71-(12F)-10192021.png</center>
−	<center>[[File:P71-3_0_3_3-71-(19A-1)-102872021.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>P71-3_0_3_3-71-(19A-1)-102872021.png</center>-->	+
−	Clicking the '''BROWSE FILES...''' option accesses a Windows '''Open''' form from which you can select a '''.TAM''' that you want to open.  Selecting the desired '''.TAM''' causes '''OnePager Bundle Standalone''' to display the selected chart in the '''Chart Editor'''.  From the '''Chart Editor''', you can '''edit''' the chart, '''save it''', or '''share it''' with others. Clicking any of the '''RECENT charts''' items in the dropdown menu above causes '''OnePager''' to load the associated '''.TAM''' into the '''Chart Editor'''.	+	<center>[[File:P71-4_0_1_7-71-(12G)-10192021.png]]</center>
		+	<center>P71-4_0_1_7-71-(12G)-10192021.png</center>
−	==Updating a Chart==	+	===Representing Baseline Data from Project for the Web Import Source Plans===
−	'''OnePager''' supports '''updates''' to your chart through the '''UPDATE''' button found on the '''OnePager Bundle Start''' form.  Clicking the '''UPDATE''' button provides the same options in terms of a dropdown list as described above for the '''OPEN''' button.  A sample '''UPDATE''' button dropdown is shown here:	+	When the Project for the Web '''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:P71-3_0_3_3-71-(4A-1)-10282021.png]]</center>	+	<center>[[File:P71-4_0_1_7-71-(17)-10182021.png]]</center>
−	<!--<center>P71-3_0_3_3-71-(4A-1)-10282021.png</center>-->	+	<center>P71-4_0_1_7-71-(17)-10182021.png</center>
−	Updates to '''OnePager''' charts are performed by adding snapshots which are a series of charts produced from a sequentially updated Smartsheet '''source plan''' over time.  '''Updates''' can be made to existing charts in the set of existing snapshots.	+	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:
−	Snapshots are identified by a '''snapshot date'''. The management of snapshots with a chart is described in the sub-sections that follow.	+	<center>[[File:P71-4_0_1_7-71-(18)-10182021.png]]</center>
		+	<center>P71-4_0_1_7-71-(18)-10182021.png</center>
−	===Replacing A Snapshot - Updating a Chart with Changes Made to the Smartsheet Source Plan's Data===	+	For more information on '''Baseline representation''', please see the article:
−	Suppose, after examining the chart you created and '''saved''', you realize that it might be best to show more task bars.  This, you think, would greatly improve your schedule presentation.  '''Updating''' the chart at this point is simple. Recall that '''OnePager''' is active and the '''Chart Editor''' is displaying the current chart you want to update. At this point the Smartsheet '''source plan''' should be '''updated''' in Smartsheet online and '''saved'''. The original chart looked like this:	+	<center>
		+	{| class="wikitable"
		+	| [[Baselines for OnePager for Version 7.2 | Baselines for OnePager]] 10.5.1-72
		+	|}
		+	</center>
−	<center>[[File:P71-3_0_3_3-71-(11A-2)-10282021.png]]</center>	+	===Representing Critical Path Segments from Project for the Web Project Formatted File===
−	<!--<center>P71-3_0_3_3-71-(11A-2)-10282021.png</center>-->	+
−	Since Smartsheet is still an active program and the Smartsheet '''source plan''' you are using is still being displayed, go back to the Smartsheet application and change the '''Show It''' field setting from '''blank''' to '''Yes''' for the tasks you want to now '''import''' and display.  A section of the Smartsheet '''source plan''' where this is done is shown below:	+	When the Project for the Web '''source plan''' is configured to produce '''critical-path segments''',''' 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:P71-3_0_3_3-71-(19B-1)-06102021.png]]</center>	+	<center>[[File:P71-4_0_1_7-71-(17A-A)-02222022.png]]</center>
−	<!--<center>P71-3_0_3_3-71-(19B-1)-06102021.png</center>-->	+	<center>P71-4_0_1_7-71-(17A-A)-02222022.png</center>
−	Once you’ve made the '''Show It''' changes to Smartsheet '''Lines 8 through 15''' the '''source plan'''  looks like this:	+	'''OnePager''' can represent '''critical-path segments''' in the chart as calculated by Project for the Web and as shown in the '''source plan'''. As a sample, the Project for the Web spreadsheet below shows several sample tasks highlighted with a narrow red bar across the top of the '''task bar''' which indicates that the '''task bar''' is on a '''critical-path segment''':
−	<center>[[File:P71-3_0_3_3-71-(19C-1)-06102021.png]]</center>	+	<center>[[File:P71-4_0_1_7-71-(12-F-A)-02222022.png]]</center>
−	<!--<center>P71-3_0_3_3-71-(19C-1)-06102021.png</center>-->	+	<center>P71-4_0_1_7-71-(12-F-A)-02222022.png</center>
−	With the Smartsheet '''source plan''' updated, go back to '''OnePager''' and navigate to the '''Data''' ribbon tool bar tab where you see several buttons.  To '''update''' your chart to show the additional task bars from your Smartsheet '''source plan''', click the '''Replace Snapshot''' button as shown below:	+	'''OnePager imports''' the data from a '''checkbox''' column named '''Critical''' as shown below:
−	<center>[[File:P71-3_0_3_3-71-(19D-3)-03152022.png]]</center>	+	<center>[[File:P71-4_0_1_7-71-(12-F-B)-02222022.png]]</center>
−	<!--<center>P71-3_0_3_3-71-(19D-3)-03152022.png</center>-->	+	<center>P71-4_0_1_7-71-(12-F-B)-02222022.png</center>
−	When you click the '''Replace Snapshot''' button, '''OnePager''' goes back to the Smartsheet '''source plan''' that you just changed, '''imports''' all the tasks that changed, and updates your chart. At the conclusion of the operation, the updated chart looks like this:	+	As an alternative and as shown in the '''Set critical-path properties''' form, you can use the column called '''OnCriticalPath''' to control the display of the '''critical-path segments''' in the chart.
−	<center>[[File:P71-3_0_3_3-71-(19E-2)-10282021.png]]</center>	+	For more information on '''Critical-Path Segments''', please see the article:
−	<!--<center>P71-3_0_3_3-71-(19E-2)-10282021.png</center>-->	+
−	The example above is just one of many uses of the '''Data''' ribbon tool bar tab’s '''Replace Snapshot''' button when you need to update a chart.  You can do this as many times as necessary until the chart is the way you need it.  In addition to adding and removing tasks by changing the Smartsheet '''Show It''' field, you can change '''source plan''' task '''Start Dates''', '''Finish Dates''', or '''Percent Complete''' and display these data changes in the chart.  Using the procedure above you can do this very efficiently. You can now '''save''' the chart by giving it a '''save''' name.  When you '''save''' the chart, '''OnePager saves''' the '''.TAM''' and '''saves''' the Smartsheet '''source plan name''' and '''path''' information. This is useful when you want to further update the chart or when you want to add a snapshot later on.   In the examples below we assume that the chart is '''saved''' as '''BlueGrass Project Report - Smart'''.	+	<center>
		+	{| class="wikitable"
		+	| [[Critical path for OnePager for Version 7.2 | Critical path for OnePager]] 10.7.1-72
		+	|}
		+	</center>
−	===Adding a Snapshot - Adding to the Chart with Changes Made to the Smartsheet Source Plan's Data===	+	===Using the OnePager Deadline Representation Feature with Project for the Web===
−	The power of '''OnePager''' is illustrated when, after a period of progress on the project, it is time to produce another chart.  '''OnePager''' produces your next snapshot with the same look and feel as the original assuming that the Smartsheet '''source plan''' was updated with '''actual start and finish, percent complete''', and other relevant data during the reporting interval, '''OnePager''' can easily generate a new snapshot.  Suppose we have the original chart we created and we want to create another graph from the updated Smartsheet '''source plan''' on later on in the project.  The original chart is shown below:	+	'''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:P71-3_0_3_3-71-(11A-2)-10282021.png]]</center>	+	<center>[[File:P70-10_9_1-(2)-06032020.png]]</center>
−	<!--<center>P71-3_0_3_3-71-(11A-2)-10282021.png</center>-->	+	<center>P70-10_9_1-70-(2)-09182019.png</center>
−	Before creating a new snapshot to show updates to the plan, we need to update the Smartsheet '''source plan''' say by updating the '''Percent Complete''' for tasks that have progressed to , say, 95%.  After the Smartsheet '''source plan''' is updated, it looks like this	+	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.
−	<center>[[File:P71-3_0_3_3-71-(11B-1)-06102021.png]]</center>	+	It is highly recommended that if you want to use the '''deadlines feature''' that you define a '''Deadlines column '''in your Project for the Web '''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.
−	<!--<center>P71-3_0_3_3-71-(11B-1)-06102021.png</center>-->	+
−	When the '''source plan''' is updated with this revised information, we can proceed. Launch '''OnePager''' and click the '''UPDATE''' button on the '''OnePager Bundle Start''' form. Doing so accesses the following '''OnePager choices''' ('''OPC''') form shown here:	+	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 Project for the Web '''source plan''' '''column''' to represent '''deadline dates''' and specify their graphical representation in the chart.
−	<center>[[File:P71-3_0_3_3-71-(20A-2)-12062021.png]]</center>	+	For convenience, '''OnePager '''assumes that the Project for the Web '''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 Project for the Web '''distributed Template Properties '''forms.
−	<!--<center>P71-3_0_3_3-71-(20A-2)-12062021.png</center>-->	+
−	In the '''OPC''' form select the '''NEW snapshot at date:''' as shown above.  You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time.  To see which snapshot dates already exist, just position your mouse over the '''NEW snapshot at date:''' window to see a list of the existing dates.	+	The '''deadline''' setting is established in all Project for the Web '''distributed Template Properties '''form’s '''Field Mappings '''tab as shown below:
−	<center>[[File:P71-3_0_3_3-71-(20B-2)-12062021.png]]</center>	+	<center>[[File:P71-4_0_1_7-71-(13-1)-01032022.png]]</center>
−	<!--<center>P71-3_0_3_3-71-(20B-2)-12062021.png</center>-->	+	<center>P71-4_0_1_7-71-(13-1)-01032022.png</center>
−	You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:	+	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.
−	<center>[[File:P71-3_0_3_3-71-(20C-2)-12062021.png]]</center>	+	For more information on using '''Deadline symbols''', please see the article at:
−	<!--<center>P71-3_0_3_3-71-(20C-2)-12062021.png</center>-->	+
−		+
−	Un-check the '''Show field mappings''' checkbox '''OFF''' if you want to use the same '''field mappings''' as you used before. The bottom of the screen now looks like this:	+
−		+
−	<center>[[File:P71-3_0_3_1-71-(26)-06072021.png]]</center>	+
−	<!--<center>P71-3_0_3_1-71-(26)-06072021.png</center>-->	+
−		+
−	Pressing the large '''New''' button creates a new snapshot for the chart.  The chart opens at the new snapshot. The '''color''', '''fonts''', '''title''', and '''swimlane''' assignments are consistent between the two snapshots:	+
−		+
−	<center>[[File:P71-3_0_3_3-71-(20D-1)-06102021.png]]</center>	+
−	<!--<center>P71-3_0_3_3-71-(20D-1)-06102021.png</center>-->	+
−		+
−	You can go back and forth between the two snapshots by using the '''snapshot forward/backward''' buttons on the '''View''' ribbon tool bar tab as shown below:	+
−		+
−	<center>[[File:P71-3_0_3_3-71-(20E-2)-10282021.png]]</center>	+
−	<!--<center>P71-3_0_3_3-71-(20E-2)-10282021.png</center>-->	+
−		+
−	==Editing the Chart==	+
−		+
−	Once the '''OnePager''' chart is created it can be '''edited''' in the '''Chart Editor'''.  The '''editing''' options are very robust with features available to move task bars up and down in the chart, change '''color''' and '''sizes''' of task bars and '''row heights''', and change the sizes of '''text font''' which is used below to illustrate how '''chart editing''' can be done.	+
−		+
−	===Editing Task Bar Name Label Font Sizes===	+
−		+
−	You can always '''edit''' the '''font sizes''' and '''label positions''' on task bars and milestone symbols to optimize readability.  To do this, hold down the left mouse button and '''drag''' a selection box ('''Lasso''') that encloses many task bars and milestone symbols at once:	+
−		+
−	<center>[[File:P71-3_0_3_3-71-(29-1)-06112021.png]]</center>	+
−	<!--<center>P71-3_0_3_3-71-(29-1)-06112021.png</center>-->	+
−		+
−	When you release the mouse, the enclosed task bars and milestone symbols are all be selected:	+
−		+
−	<center>[[File:P71-3_0_3_3-71-(30-1)-06112021.png]]</center>	+
−	<!--<center>P71-3_0_3_3-71-(30-1)-06112021.png</center>-->	+
−		+
−	Click the '''Increase Font Size''' button on the '''Home''' ribbon tool bar tab shown below:	+
−		+
−	<center>[[File:P71-3_0_3_3-71-(31-2)-10282021.png]]</center>	+
−	<!--<center>P71-3_0_3_3-71-(31-2)-10282021.png</center>-->	+
−		+
−	The chart now looks something like this:	+
−		+
−	<center>[[File:P71-3_0_3_3-71-(32-1)-06112021.png]]</center>	+
−	<!--<center>P71-3_0_3_3-71-(32-1)-06112021.png</center>-->	+
−		+
−	Repeating this operation for the remaining task bars and milestone symbols (we could have done '''Select All''' and done it all at once!), we can now '''edit''' the chart so that all task bars and milestone symbols have larger '''fonts''':	+
−		+
−	<center>[[File:P71-3_0_3_3-71-(33-1)-06112021.png]]</center>	+
−	<!--<center>P71-3_0_3_3-71-(33-1)-06112021.png</center>-->	+
−		+
−	===Editing Task Bar Name Label Positions===	+
−		+
−	Another common '''editing''' action is to move the task bar's '''name label''' from their current positions to positions elsewhere around or on the task bar.  To do this, click the '''name label''' to select it and then click the '''Label Position''' button on the '''Home''' ribbon tool bar tab.  This action accesses the '''Label Position''' dropdown list where you can select one of the '''label positioning''' buttons as shown here:	+
−		+
−	<center>[[File:P71-3_0_3_3-71-(34-1)-06112021.png]]</center>	+
−	<!--<center>P71-3_0_3_3-71-(34-1)-06112021.png</center>-->	+
−		+
−	At this point, as an example, click the '''Left''' option in the dropdown and the selected '''name label''' is moved to the left side of the task bar as shown here:	+
−		+
−	<center>[[File:P71-3_0_3_3-71-(34A-1)-06112021.png]]</center>	+
−	<!--<center>P71-3_0_3_3-71-(34A-1)-06112021.png</center>-->	+
−		+
−	In case you change your mind about the '''last editing action''' you took, you can '''UNDO''' the '''last editing action''' by clicking the '''UNDO''' button above the '''OnePager''' ribbon tool bar tabs.  Successive clicking the '''UNDO''' button undoes '''editing''' actions in the reverse order that they were applied.	+
−		+
−	<center>[[File:P71-3_0_3_3-71-(35-2)-10282021.png]]</center>	+
−	<!--<center>P71-3_0_3_3-71-(35-2)-10282021.png</center>-->	+
−		+
−	'''Save''' the '''edited''' chart by pressing the '''Save''' button above the ribbon tool bar tab next to the '''UNDO''' button.  All of the '''font size''' changes, '''text-position''' '''edits''', and the new '''Legend''' position are now '''saved''' in case you need to '''update''' this chart with new data at a later time.	+
−		+
−	===Editing Other Chart Contents===	+
−		+
−	The examples above are just samples of '''Chart Editor''' capabilities provided for '''editing''' within the chart.  Making other '''edits''' to task bars and milestone symbols and '''name labels''' are covered in more detail in this article:  [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.1 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-71-->	+
−		+
−	Additionally, you can add task bar and milestone symbol information related to each activity and milestone '''imported''' such as '''baseline data''', '''percent complete''' information, and '''critical path information'''.  You can add '''comment boxes''' to task bars, '''free floating comment boxes in the chart''', vertical '''curtains''', '''task links''' to show dependencies, '''multiple swimlane levels''' and '''background images'''. And you can change the chart's '''Start/End Dates''', '''add''' or '''hide''' the '''Legend''', and add '''time axis levels''' at the top, bottom, and within the '''graph''' ('''floating time axis rows'''). Further, you are able to '''edit''' task bar and milestone symbol '''shapes''', '''colors''', and '''fill patterns'''; you have controls for '''editing''' '''rows/swimlanes''', '''text columns''', '''headers and footers''' in the chart, '''background colors''', and other text information shown in the '''graph'''.	+
−		+
−	These capabilities and the articles that provide the detailed information on how to use them can be found at this index page:   [[OnePager Version 7.1#Ways to Make Changes to Your Chart | Ways to Make Changes to Your Chart]] <!--0.04-71-->	+
	<center>		<center>
	{| class="wikitable"		{| class="wikitable"
−	| [[OnePager Version 7.2#Ways to Make Changes to Your Chart | Ways to Make Changes to Your Chart]] 0.04-72	+	| [[Deadlines for OnePager for Version 7.2 | Deadlines for OnePager]] 10.9.1-72
	|}		|}
	</center>		</center>
−	==Enhanced Capabilities Provided with OnePager==	+	===Using the OnePager Endpoints Representation Feature with Project for the Web===
−	All editions of '''OnePager''' are distributed with all the enhanced capabilities previously available in OnePager Pro and Express.  These capabilities include '''Multiple Swimlane definition and editing''', display and editing of '''Task Links''', and additional features for displaying and editing on the '''Time Axis'''.	+	'''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:
−	===Multiple Swimlane Levels===	+	<center>[[File:P70-10_11_1-(7-1)-06042020.png]]</center>
		+	<center>P70-10_11_1-(7-1)-06042020.png</center>
−	'''OnePager''' now supports '''three  swimlane levels''' which can be '''nested''' inside one another to better display a hierarchy relationship for a Program, it’s Projects, and their Phases as shown here:	+	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.
−	<center>[[File:P71-3_0_3_1-71-(40)-07042021.png]]</center>	+	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 Project for the Web '''source plan column''' to represent '''endpoint dates''' and specify their graphical representation in the chart.
−	<!--<center>P71-3_0_3_1-71-(40)-07042021.png</center>-->	+
−	In the illustration above, the '''first swimlane level''' is “Program” and under it as the '''second swimlane level''' are its “Projects”.  The '''third swimlane level''' under each “Project” are “Phases” and the '''rows''' within each '''Phase''' show the '''task bars''' at their appropriate '''start/end dates'''. Definition and '''editing''' of these '''multiple swimlane levels''' is accomplished in the '''Template Properties''' and '''Chart Properties '''form’s '''Rows/Swimlanes '''tab that is modified to provide all the controls necessary to manage these '''multiple swimlane levels''' in the chart.  The '''Rows/Swimlanes '''tab  of the '''Chart Properties '''form is shown below:	+	For convenience, '''OnePager '''assumes that the following Project for the Web '''Project formatted date columns''' are the '''default columns''' that '''OnePager '''uses to represent '''endpoint symbols '''in the chart:
−	<center>[[File:P71-3_0_3_3-71-(41-3)-10282021.png]]</center>	+	:* '''Endpoint 1''': '''Start Date'''
−	<!--<center>P71-3_0_3_3-71-(41-3)-10282021.png</center>-->	+	:* '''Endpoint 2''': '''Finish Date'''
		+	:* '''Endpoint 3''': '''Baseline Start'''
		+	:* '''Endpoint 4''': '''Baseline Finish'''
−	In addition to adding '''multiple swimlane levels''', the tab shown above is simplified by reorganizing the controls associated with '''Rows''' and '''Text Columns'''. '''Sorting''' controls for '''rows''' and '''swimlanes''' are in separate sub-control groups as shown above. There is a '''Row Borders Formatting… '''button in the '''Rows '''control group with the controls for defining and '''global editing''' of '''row borders''' and access buttons for '''Swimlane Formatting… '''and '''Text Column Formatting…'''  The controls shown above for the '''Chart Properties '''form are also found in the distributed '''Template Properties '''form’s '''Rows/Swimlanes''' tab. More detailed introductory information on the new '''Multiple Swimlane Levels''' feature can be found at these links:	+	These setting are established in all Project for the Web '''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:
	<center>		<center>
	{| class="wikitable"		{| class="wikitable"
−	| [[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] 4.0.1.5-72	+	| [[Endpoints for OnePager for Version 7.2 | Endpoints for OnePager]] 10.11.1-72
−	|-	+	|}
−	| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-72	+
−	|}	+
	</center>		</center>
−	===Displaying Data-Driven Task Links===	+	===Representing Task Links from Project for the Web Project Formatted Files ===
−	'''OnePager''' is enhanced to assist you with displaying Smartsheet '''Predecessor''' fields in your chart.  Typically, this feature is turned '''OFF''' in all '''Template Properties''' forms distributed with '''OnePager Bundle'''.  However, the feature can be turned '''ON''' either before or after the creation of a chart. To turn the '''Data-Driven Task Link''' feature '''ON''' prior to creating a chart, go to the '''Template Properties''' form you plan to uses and click on the '''Task Links''' tab and then click the '''Import predecessors''' checkbox in the '''Data-Driven Task Links''' control group as shown below:	+	'''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:P71-3_0_3_3-71-(42A-2)-10282021.png]]</center>	+	<center>[[File:P71-4_0_1_7-71-(14)-10182021.png]]</center>
−	<!--<center>P71-3_0_3_3-71-(42A-2)-10282021.png</center>-->	+	<center>P71-4_0_1_7-71-(14)-10182021.png</center>
−	With the '''Import predecessors''' checkbox checked '''ON''' in the '''Template Properties''' form, the chart first created looks like this:	+	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:P71-3_0_3_3-71-(43-3)-10282021.png]]</center>	+	<center>[[File:P71-4_0_1_7-71-(15)-10182021.png]]</center>
−	<!--<center>P71-3_0_3_3-71-(43-3)-10282021.png</center>-->	+	<center>P71-4_0_1_7-71-(15)-10182021.png</center>
−	To turn the '''Data-Driven Task Link''' feature '''ON''' after the chart is created, go to the '''Chart Properties''' form's '''Task Links''' tab and then click the '''Import predecessors''' checkbox '''ON''' in the '''Data-Driven Task Links''' control group as shown below:	+	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:P71-3_0_3_3-71-(44-1)-06102021.png]]</center>	+	<center>[[File:P71-4_0_1_7-71-(16)-10182021.png]]</center>
−	<!--<center>P71-3_0_3_3-71-(44-1)-06102021.png</center>-->	+	<center>P71-4_0_1_7-71-(16)-10182021.png</center>
−	Once imported, '''Data-Driven Task Links''' can be '''shown''' or '''hidden''' and can be '''edited''' globally using the '''Template Properties or Chart Properties''' forms as shown above or individually using a '''task link''' right-click '''context menu'''. '''OnePager Bundle''' continues to support manual '''Task Links''' which in previous OnePager versions were called '''Event Links'''. The '''OnePager Data-Driven Task Links''' feature is flexible and powerful.	+	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 '''RowNumber''' '''column''' is shown as the '''Left#2 text column''' to identify the '''successor''' task bar.
−	More details are provided in the series of articles at:	+	For more information on '''Task Links''', please see the articles at:
	<center>		<center>
Line 494:		Line 458:
	</center>		</center>
−	===Editing the Time Axis===	+	==Related Link==
−		+
−	All editions of '''OnePager''' are also enhanced with new capabilities and feature so you can '''edit''' the '''time axis''' and configure it to focus on specific time periods of interest in your project schedule presentation. As an example of the enhancements made to the '''time axis''' is the addition of the '''time axis cell stretch''' feature where you can lengthen the horizontal extend of any '''time axis cell''' so as to provide more space to focus on details within that time period.  An example of a stretched '''lower level time axis cell''' is shown below:	+
−		+
−	<center>[[File:P71-3_0_3_3-71-(45-2)-06112021.png]]</center>	+
−	<!--<center>P71-3_0_3_3-71-(45-2)-06112021.png</center>-->	+
−		+
−	For additional detailed information on the '''editing''' of '''time axis cells''' and other related capabilities please see this article at:  [[Modifying the Time Axis for Version 7.1 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-71-->	+
−		+
−	==Related Links==	+
	{| class="wikitable"		{| class="wikitable"
−	| [https://www.onepager.com/support/video_tutorials/smartsheet.html Getting Started with Smartsheet]	+	| [[Getting Started with OnePager Bundle Version 7.2 | Getting Started with OnePager Bundle]] 3.0.3-72
−	| [https://www.onepager.com/support/video_tutorials/onepager_71.html What's New with OnePager Release 7.1? Video] <!--Update when ne video is available-->	+	| [[Using Microsoft Project for the Web Source Plans with OnePager Version 7.2 | Using Microsoft Project for the Web Source Plans with OnePager]] 3.0.3.5-72
	|-		|-
−	| [https://www.onepager.com/support/faq.php?id=198 Switching from One Smartsheet Account to Another]	+	| [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72
−	| [https://www.onepager.com/support/faq.php?id=77 OnePager Doesn't Launch when the Standalone Icon is Clicked]	+	| [[Conditional Import for Version 7.2 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-72
	|-		|-
−	| [http://www.onepager.com/about/contact_us.php Contact OnePager Support]	+	| [[Merging the Wrong Tasks into a Chart for Version 7.2 - OnePager Bundle - Project for the Web | Merging the Wrong Tasks into a Chart - OnePager Bundle - Project for the Web]] 7.22.1-72
−	|}	+	| [[Percent complete for OnePager for Version 7.2 | Percent complete for OnePager]] 10.3.1-72
−		+
−	{| class="wikitable"	+
−	| [[OnePager Version 7.2#Ways to Make Changes to Your Chart | Ways to Make Changes to Your Chart]] 0.04-72	+
−	| [[Installing and Activating OnePager Bundle for Version 7.2 (Portal) | Installing and Activating OnePager Bundle (Portal)]] 2.0.3-72	+
	|-		|-
−	| [[Getting Started with OnePager Pro Version 7.2]] 3.0.1-72	+	| [[Baselines for OnePager for Version 7.2 | Baselines for OnePager]] 10.5.1-72
−	| [[Getting Started with OnePager Express Version 7.2]] 3.0.2-72	+	| [[Deadlines for OnePager for Version 7.2 | Deadlines for OnePager]] 10.9.1-72
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−	| [[Using Oracle Primavera P6 Source Plans with OnePager Version 7.2 | Using Oracle Primavera P6 Source Plans with OnePager]] 3.0.3.1-72	+	| [[Endpoints for OnePager for Version 7.2 | Endpoints for OnePager]] 10.11.1-72
−	| [[Using Microsoft Project/Excel Source Plans with OnePager Bundle Version 7.2 | Using Microsoft Project/Excel Source Plans with OnePager Bundle]] 3.0.3.2-72	+
−	|-	+
−	| [[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] 4.0.1.5-72	+
−	| [[OnePager's Ribbon Tool Bar Home Tab for Version 7.2 | OnePager's Ribbon Tool Bar Home Tab]] 4.0.2.2.1-72	+
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−	| [[OnePager's Ribbon Tool Bar Data Tab for Version 7.2 | OnePager's Ribbon Tool Bar Data Tab]] 4.0.2.2.7-72	+
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−	| [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72	+
−	| [[Conditional Import for Version 7.2 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-72	+
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−	| [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72	+
	| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-72		| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-72
	|-		|-
	| [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-72		| [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-72
−	| [[Managing Chart Data for Version 7.2 | Managing Chart Data (Portal)]] 23.0.1-72	+	| [[Data-Driven Task Links for Smartsheet for Version 7.2 | Data-Driven Task Links for Smartsheet]] 19.1.1.4-72
		+	|-
		+	| [[Rows/Swimlane Tab for Version 7.2 | Rows/Swimlane Tab]] 21.2.1-72
		+	| [[Managing Templates for Version 7.2 (Portal) | Managing Templates (Portal)]] 24.0.1-72
	|}		|}
−	(3.0.3.3-72)	+	(4.0.1.9-72)
	[[Category:Version 7.2]]		[[Category:Version 7.2]]
	[[Category:Getting Started with Version 7.2]]		[[Category:Getting Started with Version 7.2]]
−	[[Category:Add-in]]
−	[[Category:Standalone]]
	[[Category:Smartsheet]]		[[Category:Smartsheet]]
−	[[Category:OnePager Bundle Start Form]]	+	[[Category:Core Concepts]]
	[[Category:OnePager Choices Form]]		[[Category:OnePager Choices Form]]
−	[[Category:Snapshots]]
−	[[Category:Charts]]
−	[[Category:Tool Bar]]
	[[Category:Templates]]		[[Category:Templates]]
−	[[Category:Editing the Chart]]
−	[[Category:Sharing Output]]
	[[Category:Task Links]]		[[Category:Task Links]]
−	[[Category:Time Axis]]	+	[[Category:Text Columns]]
		+	[[Category:Rows and Swimlanes]]
	[[Category:Multiple Swimlane Levels]]		[[Category:Multiple Swimlane Levels]]
−	[[Category:OnePager - Tool Bar]]	+	[[Category:Importing]]
−	[[Category:Help]]	+	[[Category:Charts]]
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Revision as of 18:39, 2 February 2023

OnePager Import of Data from Project for the Web for Version 7.2 (P72-4_0-1_9-72-01312023.txt)

Introduction

The purpose of this article is to provide you one place with as much information as possible about how OnePager is used to create OnePager charts with data imported from Microsoft's Project for the Web.

In most cases OnePager handles data fields from Project for the Web very much like data coming from Microsoft Project. This article focuses on two major topics:

1) Connecting to and importing Project for the Web data into OnePager.

2) OnePager’s handling of specific Project for the Web column data once those data are imported.

As a convention, whenever we refer to the OnePager in the context of Project for the Web, we'll just say OnePager when it’s absolutely clear that we are discussing OnePager with Project for the Web. Since only the Standalone edition of OnePager connects to Project for the Web files online, we'll just leave the suffix "Standalone" off.

About Connecting and Importing Project for the Web Data to OnePager

OnePager imports data from Project for the Web by first making the connection from OnePager to your Project for the Web account online. Therefore, you must first have a Project for the Web account and login credentials so OnePager can access your account, your Project for the Web files, and be able to download selected file or files to your computer.

Detailed information on setting up you Project for the Web data for import to OnePager and other topics related to getting started using OnePager Bundle can be found at this article:

Using Microsoft Project for the Web Source Plans with OnePager 3.0.3.5-72

Data Imports to OnePager

OnePager expects that you created a Project for the Web Project formatted file from one of the many available Project for the Web templates. In most cases, the column headings for the Project formatted file look like this:

P71-4_0_1_7-71-(1)-09272021.png P72-4_0_1_9-72-(1)-01312023.png

Minimum Column Names and Flags

The minimum Column names needed by OnePager are the Task Name, Start, and Finish. For those OnePager Pro users, Project for the Web does not make Boolean fields available to OnePager that are used by OnePager Pro to select tasks for import. To provide a means for you to have control over the tasks you require to be shown in OnePager from Project for the Web source plans, OnePager provides a new form accessed from the OnePager choices form or OPC form that can be used for this purpose. More information on how to select tasks using the Project for the Web Task List form is provided below.

Adding Your Own Columns

Project for the Web features the capability for you to add your own User Defined Columns to the Project formatted file which OnePager imports. 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:

P71-4_0_1_7-71-(3-1)-04042022.png P72-4_0_1_9-72-(3)-01312023.png

OnePager Recognized Data Types

What follows is a short discussion of how OnePager applies it’s built in intelligence functions with respect to Project for the Web’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 Project for the Web source plan. There are four (4) column types that OnePager looks for when importing data from Project for the Web:

• Dates
• Numbers
• Text Strings (A through Z, 0-9, special characters)

All data, regardless of data type, are imported from Project for the Web 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 Project for the Web source plan is shown here:

P71-4_0_1_7-71-(4)-09272021.png P72-4_0_1_9-72-(4)-01312023.png

Highlighted above is the second page of the OnePager choices form showing a dropdown list of Project for the Web available column names along with column names made available by OnePager.

Selecting Tasks for Import into OnePager

Since OnePager is connected to your Project for the Web 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.

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 Project for the Web 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.

Once you’ve made the determination which source plan tasks to import you can launch OnePager and create your OnePager chart.

This discussion continues at this link:

Launching OnePager Using Microsoft Project for the Web Source Plans for the First Time 3.0.3.5-72

There are three (3) selection options available for controlling OnePager’s import of task data. These are discussed in the subsections that follow:

Task Selection Option (1): Select All Tasks

Project for the Web 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:

P71-4_0_1_7-71-(4B-1)-12062021.png P72-4_0_1_9-72-(4B)-01312023.png

Task Selection Option (2): Select individual task to import:

This task selection option is recommended because it provides you with control over all the tasks in the source plan that can be imported. Clicking the Select individual task to import: radio button or the Choose tasks button accesses the Project for the Web Task List form as shown below:

P72-3_0_3_5-72-(10A)-12192022.png

The Project for the web Task List form is displayed with the Show column having all its checkboxes checked OFF or blank. Check the checkbox ON for each task listed in the grid that you intend to import into OnePager for your chart. The Project for the web Task List form's allow you to:

• Show All tasks
• Hide All tasks
• Filter specific tasks to be shown
• Sort the Sequence, Task Name, Start Date, Finish Date, and Task ID columns into ascending or descending order.

Shown in the illustration above is the file name for the Microsoft Project for the Web source plan and the distributed Microsoft Project for the Web Template Properties form that OnePager selects as a starting point for you. Also shown above is the name selected for the OnePager Bundle NEW chart. At this point you can change the Template Properties form used to build the chart by clicking the Change button in the Starting Template sub-section of the OnePager Choices form.

Task Selection Option (3): Select Tasks by custom filter: (Conditional Import Rules)

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:

P71-4_0_1_7-71-(4E-1)-12062021.png P72-4_0_1_9-72-(4E)-01312023.png

When the above Conditional Import rules are used in the selection process, the resulting chart looks like this:

P71-4_0_1_7-71-(4F)-09282021.png P72-4_0_1_9-72-(4F)-01312023.png

The illustration created above includes tasks within the Scheduled Start Dates and Scheduled Finish Dates included in the Conditional Import Rules form. The Conditional Import Rules form with the three rules is shown below:

P71-4_0_1_7-71-(4G)-09282021.png P72-4_0_1_9-72-(4G)-01312023.png

Any Project for the Web column found in your source plan can be used as a Field in a Conditional Import rule.

For more detailed information on the Conditional Import feature, we recommend that you read the articles on this subject under:

Conditional Import Filters (Portal) 7.18.1-72

OnePager Chart Representation of User Defined Columns and Virtual Columns

OnePager imports all Project for the Web columns at the beginning of the chart building process and analyzes them for data type and how they may be used in charts. Project for the Web has a minimum number of defined columns and Project for the Web users can 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.

OnePager also builds additional “virtual” columns for use in your charts that are constructed based upon data imported from your Project for the Web Project formatted file. These virtual columns are provided in OnePager so that you can use all the features of OnePager when designing your charts.

Project for the Web User Define Columns

For example, the chart shown below has three User Defined Columns (Sub-Project, Phase, and Category):

P71-4_0_1_7-71-(3-1)-04042022.png P72-4_0_1_9-72-(3A)-02022023.png

These User Defined Columns are imported by OnePager and can be used to control rows and swimlanes as shown below:

P71-4_0_1_7-71-(4D)-09282021.png

In Project for the Web 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.

OnePager Virtual Columns for Project for the Web, an Example

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 Project for the Web source plan below that has indented task names that establishes a Work Breakdown Structure:

P71-4_0_1_7-71-(6)-09282021.png

Creating the OnePager chart from the Project for the Web source plan above, we get this:

P71-4_0_1_7-71-(7)-09282021.png

This is just one example of the use of OnePager virtual columns.

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:

P71-4_0_1_7-71-(8)-09282021.png

For more information on the use of Rows and Swimlanes, please see the articles at:

Creating and Editing Rows and Swimlanes (Portal) 12.0.1-72

Rows/Swimlane Tab 21.2.1-72

More OnePager Virtual Columns for Project for the Web

As mentioned above, OnePager adds virtual columns, and in most cases populates these virtual column cells with data imported from your Project for the Web source plan as illustrated above.

The following virtual columns available in OnePager charts built with Project for the Web source plans are discussed in the sub-sections below:

• PartentID
• TaskID
• RowNumber
• Summary
• Outline level
• Level “x” summary ID/name
• OnCriticalPath

ParentID and TaskID Columns

The ParentID column cells contain the identification number of the task’s parent task in the WBS. The TaskID, created from the Project for the Web source plan’s data and maintained by OnePager, is the Project for the Web task’s internal Project for the Web identification number. OnePager uses the TaskID 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 TaskID consider the source plan as shown below:

P71-4_0_1_7-71-(8A)-10172021.png

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 TaskID:

P71-4_0_1_7-71-(8B)-10172021.png

Using the ParentID and TaskID 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.

RowNumber Column

When OnePager imports a Project for the Web source plan it also imports the row number for each task or milestone. OnePager assures that the values for RowNumber are sequential as shown in the original Project for the Web task listing regardless of how tasks were subsequently inserted into Project for the Web. This information is made available in the RowNumber virtual column as illustrated in the source plan below:

P71-4_0_1_7-71-(9)-10052021.png

The RowNumber column can be displayed in the chart as a text column as shown here:

P71-4_0_1_7-71-(10)-10052021.png

The RowNumber column is useful when editing the chart, for example, when determining additional tasks to add to the chart.

Summary Column

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 Project for the Web source plan shown below, Summary and Non-Summary tasks are highlighted:

P71-4_0_1_7-71-(11)-10052021.png

Using the above Project for the Web source plan to create the OnePager chart, we can show the values from the Summary column in a text column along with the RowNumber as shown below:

P71-4_0_1_7-71-(12)-10052021.png

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 Project for the Web source plan using the corresponding RowNumber.

Outline level Column

The Outline level column provides an integer value counting the level of indentation of task bars starting at level one (level 1).

The Outline level is shown in the source plan below:

P71-4_0_1_7-71-(8A)-10172021.png

In the Project for the Web 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:

P71-4_0_1_7-71-(12A)-10172021.png

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 Project for the Web BlueGrass Project Plan shown below and note how OnePager interprets the WBS:

P71-4_0_1_7-71-(12D)-101892021.png

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:

P71-4_0_1_7-71-(12E)-101892021.png

OnCriticalPath Column

Project for the Web shows the critical path in the Gantt bar display highlighted in red as shown below:

P71-4_0_1_7-71-(12B)-10172021.png

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:

P71-4_0_1_7-71-(12C)-10172021.png

In the illustration above, all task bars that have “True” in their OnCriticalPath column cells are on the critical path as calculated by Project for the Web.

Representing Percent Complete (% Complete) from Project for the Web Project Formatted Files

Project for the Web 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 Project for the Web source plan looks like this with the % Complete column highlighted:

P71-4_0_1_7-71-(12H)-10212021.png

The OnePager chart created from the above Project for the Web source plan looks like this:

P71-4_0_1_7-71-(12I)-10212021.png

Since Project for the Web has a defined column called % Complete, it is our recommendation that you use this Project for the Web 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 10.3.1-72

Representing Multiple Resources from Project for the Web Project Formatted Files

OnePager can represent as many resources in the chart as are assigned to a task in Project for the Web. For example, the Project for the Web spreadsheet below show three tasks with two resources assigned to each task:

P71-4_0_1_7-71-(12F)-10192021.png

OnePager imports the data in the Assign to column and places each resource into the chart separated by a comma as shown below:

P71-4_0_1_7-71-(12G)-10192021.png

Representing Baseline Data from Project for the Web Import Source Plans

When the Project for the Web 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:

P71-4_0_1_7-71-(17)-10182021.png

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:

P71-4_0_1_7-71-(18)-10182021.png

For more information on Baseline representation, please see the article:

Baselines for OnePager 10.5.1-72

Representing Critical Path Segments from Project for the Web Project Formatted File

When the Project for the Web source plan is configured to produce critical-path segments, 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:

P71-4_0_1_7-71-(17A-A)-02222022.png

OnePager can represent critical-path segments in the chart as calculated by Project for the Web and as shown in the source plan. As a sample, the Project for the Web spreadsheet below shows several sample tasks highlighted with a narrow red bar across the top of the task bar which indicates that the task bar is on a critical-path segment:

P71-4_0_1_7-71-(12-F-A)-02222022.png

OnePager imports the data from a checkbox column named Critical as shown below:

P71-4_0_1_7-71-(12-F-B)-02222022.png

As an alternative and as shown in the Set critical-path properties form, you can use the column called OnCriticalPath to control the display of the critical-path segments in the chart.

For more information on Critical-Path Segments, please see the article:

Critical path for OnePager 10.7.1-72

Using the OnePager Deadline Representation Feature with Project for the Web

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:

P70-10_9_1-70-(2)-09182019.png

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 Project for the Web 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 Project for the Web source plan column to represent deadline dates and specify their graphical representation in the chart.

For convenience, OnePager assumes that the Project for the Web 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 Project for the Web distributed Template Properties forms.

The deadline setting is established in all Project for the Web distributed Template Properties form’s Field Mappings tab as shown below:

P71-4_0_1_7-71-(13-1)-01032022.png

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.

For more information on using Deadline symbols, please see the article at:

Deadlines for OnePager 10.9.1-72

Using the OnePager Endpoints Representation Feature with Project for the Web

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:

P70-10_11_1-(7-1)-06042020.png

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 Project for the Web source plan column to represent endpoint dates and specify their graphical representation in the chart.

For convenience, OnePager assumes that the following Project for the Web 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 Project for the Web 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 10.11.1-72

Representing Task Links from Project for the Web 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:

P71-4_0_1_7-71-(14)-10182021.png

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:

P71-4_0_1_7-71-(15)-10182021.png

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:

P71-4_0_1_7-71-(16)-10182021.png

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 RowNumber 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 Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-72

Related Link

Getting Started with OnePager Bundle 3.0.3-72	Using Microsoft Project for the Web Source Plans with OnePager 3.0.3.5-72
Basic Workflows (Portal) 7.0.1-72	Conditional Import Filters (Portal) 7.18.1-72
Merging the Wrong Tasks into a Chart - OnePager Bundle - Project for the Web 7.22.1-72	Percent complete for OnePager 10.3.1-72
Baselines for OnePager 10.5.1-72	Deadlines for OnePager 10.9.1-72
Endpoints for OnePager 10.11.1-72	Creating and Editing Rows and Swimlanes (Portal) 12.0.1-72
Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-72	Data-Driven Task Links for Smartsheet 19.1.1.4-72
Rows/Swimlane Tab 21.2.1-72	Managing Templates (Portal) 24.0.1-72

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