Difference between revisions of "Testing Article1"

Revision as of 14:10, 27 October 2023

1 Overview
2 Making Global Changes to Gradient and Hash Fill Patterns for Task Bars/Milestones
3 Making Gradient and Hash Fill Patterns Changes to Individual Task Bars/Milestone Symbols
4 Making Global Changes to Gradient and Hash Fill Patterns for Task Bar/Milestone Symbol Decorations
5 Hash and Gradient Fill Patterns and the Chart Legend
6 Using Gradient and Hash Fill Patterns in Conditional Formatting Rules – An Example
7 Related Links

Overview

OnePager Pro, OnePager Express, and OnePager Bundle version 7.1 and later are upgraded with the addition of twenty-six (26) new hash fill patterns for task bars, milestone symbols, baselines, deadlines, and endpoints. Additionally, these new hash fill patterns are available options when you configure Conditional Formatting Rules for task bars/milestone symbols and other uses.

The purpose of this article is to overview the upgraded gradient and hash fill pattern features and the controls available to use these features in the Chart Editor. Additionally, several examples are provided.

This article uses the Chart Properties form for most of its examples. For brevity, this article does not cover the features in the Template Properties form related to these upgrades because the controls in the Template Properties form are identical to those of the Chart Properties form.

Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features, function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, Oracle Primavera P6, Project for the Web, Asana, and Wrike.

Making Global Changes to Gradient and Hash Fill Patterns for Task Bars/Milestones

In addition to the gradient fill patterns currently available for differentiating task bars/milestone symbols, we added a set of twenty-six (26) hash fill patterns that can be used as described above.

Gradient Fill Pattern Controls

The gradient fill patterns are shown below as an example at the Chart Properties form’s Task Bars tab’s Fill dropdown in the Default Task Bar Styles sub-section:

P71-0_4-71-(2-1)-03142022.png

Hash Fill Pattern Controls

When you click the Hash Patterns sub-tab shown above, the dropdown form containing all the available hash fill patterns appears as shown here:

P71-0_4-71-(2A-1)-03142022.png

For a complete list of gradient and hash fill patterns, please see the article at:

Gallery of Gradient and Hash Fill Patterns

Examples of Gradient Fill Patterns and Hash Fill Patterns

Using the Chart Properties form’s Task Bars tab and the chart shown below, you can change the gradient fill pattern for all task bars/milestone symbols:

When you click the OK button, the selected gradient fill pattern is applied to all task bars as shown below:

In a similar way, starting with the original chart, all the task bars can have their fill patterns changed to a specific hash fill pattern as shown in the sequence below:

When you click the OK button, the selected hash fill pattern is applied to all task bars as shown below:

Making Gradient and Hash Fill Patterns Changes to Individual Task Bars/Milestone Symbols

Gradient fill patterns and hash fill patterns can also be applied to individually selected task bars/milestones symbols using the Change Task/Milestone Properties form. If you select a task bar as shown in the illustration below by right-clicking on the task bar and then clicking the Format command in the right-click context menu, you can access the Change Task/Milestone Properties form at its Format tab:

Using the dropdown, select the gradient fill pattern of your choice. When you click the OK button on the Change Task/Milestone Properties form, the change is applied to the chart as shown here:

You can use this same technique with the Change Task/Milestone Properties form’s Format tab to apply different hash fill patterns to individual task bars/milestone symbols.

Making Global Changes to Gradient and Hash Fill Patterns for Task Bar/Milestone Symbol Decorations

In addition to now being able to apply gradient fill patterns and hash fill patterns to task bars/milestone symbols, you can also apply these new features to baseline, deadline, and the four endpoint decorations.

Complete information on task bar/milestone decorations can be found in the article at: Modifying Decorations on Tasks/Milestones (Portal)

The controls for these task bar/milestone symbol decoration features are discussed below with specific examples.

Baseline Decorations

To apply these features to baseline decorations you need to first access the Chart Properties form at the Task Bars or Milestones tabs. At the Task Bars or Milestones tab, navigate to the Task Bars Decorations control group of the form and check the Baseline Properties checkbox ON. Then click the Baselines Properties button to access the Set baseline properties form as shown in the illustration below:

When the baseline shape and hash fill pattern changes shown above are applied to the chart, the chart looks like this:

The baseline shape was changed to highlight the baseline decoration in the chart above.

Deadline Decorations

To apply these features to deadline decorations you need to first access the Chart Properties form at the Task Bars or Milestones tabs. At the Task Bars or Milestones tab, navigate to the Task Bars Decorations control group of the form and check the Deadline Properties checkbox ON. Then click the Deadline Properties… button to access the Set deadline properties form as shown in the illustration below:

When the gradient fill pattern change shown above is applied to the chart, the chart looks like this:

Endpoint Decorations

To apply these features to endpoint decorations you need to first access the Chart Properties form at the Task Bars or Milestones tabs. At the Task Bars or Milestones tab, navigate to the Task Bars Decorations control group of the form and check the Endpoint Properties checkbox ON. Then click the Endpoint Properties… button to access the Set endpoint properties form as shown in the illustration below:

In the actions taken above, Endpoint 1 is modified to have a star shape and a specific hash fill pattern. To further illustrate endpoints, Endpoint 2 is also edited to give it a different shape and hash fill pattern. The edits made to the Set endpoint properties form for Endpoint 2 are shown below:

When the endpoint shapes and hash fill patterns changes shown in the two illustrations above are applied to the chart, the chart looks like this:

Using the Background and Foreground Color Controls for Hash Fill Patterns

Background Color for Hash Fill Patterns

When you add a hash fill pattern to a task bar/milestone symbol, deadline, or endpoint, the hash fill pattern itself takes on the color or colors of the task bar/milestone symbol, deadline, or endpoint. The space between the hash fill pattern and the background within these shapes becomes white as shown below with two task bars containing two different hash fill patterns:

You have the option to change the background color of task bar/milestone symbols, deadlines, and endpoint symbols to make the hash fill pattern more prominent in the chart. For example, if you want to maverick the background color of the ADONIS Subcontractor Selection task bar which is shown in the illustration above as blue with a white background, you can access the Change Task/Milestone Properties form at the Format tab for this task bar and navigate to the Background control as shown here:

At the point in the illustration above, the Background control is enabled. Clicking on the dropdown button accesses the standard OnePager Color Chooser form in which you can select a specific color for the background inside the selected task bar while leaving the hash fill pattern the original color (i.e., the foreground color). In the illustrations below, the standard OnePager Color Chooser form is accessed and the color yellow is selected for the background color.

Access the Standard OnePager Color Chooser

When you make the color selection and close the Change Task/Milestone Properties form, the selected task bar looks like this:

Selected Task Bar’s Background Color Changed to Yellow

This same procedure can be used to enhance and differentiate deadline symbols and endpoint symbols from their respective task bar/milestone symbols when needed to assure that these symbols stand out in the chart.

Foreground Color for Hash Fill Patterns

In the context of gradients fill patterns and hash fill patterns the foreground color is set to the color of the task bar/milestone symbol to which the decorations belong. You have the option to change the foreground color of task bars/milestone symbols, baselines, deadline, and endpoints globally using the decoration controls in the Template Properties form and the Chart Properties form. You can also maverick the foreground color of selected task bars/milestone symbols using the Change Task/Milestone Properties form at the Format tab. There are no controls in the Change Task/Milestone Properties form for mavericking the foreground color for baselines, deadlines, or endpoints.

Making Gradient and Hash Fill Patterns Changes to Individual Task Bar/Milestone Symbol Decorations

Decorations for task bars and milestone symbols are applied globally. Although task bar/milestone symbol properties can be edited individually by manually selecting a task bar or milestone symbol and using the Change Task/Milestone Properties form’s Format tab to edit their properties, it is not possible to edit the shape, gradient fill pattern, or hash fill pattern of individual baseline, deadline, or endpoint decorations. OnePager is configured such that all task bar/milestone symbol decorations take on global properties.

Hash and Gradient Fill Patterns and the Chart Legend

OnePager updates Legend items in the Legend whenever a change is made to the hash or gradient fill pattern of task bars/milestone symbols globally or individually. This is illustrated using the starting chart shown below:

Allowing Milestone Symbols to Appear in the Legend

Most OnePager users do not want to have milestone symbols appear in the Legend especially when the milestone symbols represent the same legend category as task bars. If you want milestone symbols to appear in your Legend as legend items you need to turn OFF the Do not duplicate task/milestones checkbox in the Template Properties form and/or Chart Properties form at the Legend tab as shown below for the Chart Properties form:

For more information on the use of the Do not duplicate tasks/milestones, please see the sub-section in the article at: Legend Editing Controls for OnePager - Controlling Duplication of Legend Items

For the purpose of the examples and illustrations that follow, the Do not duplicate tasks/milestone checkbox is checked ON so only task bars are shown as legend items.

Global Changes to All Task Bars/Milestone Symbols

Making a global change to the hash fill pattern for all task bars/milestone symbols updates the entire Legend as shown below:

In the illustration above, all task bars/milestone symbols have their hash fill pattern changed to the Checkerboard (Large) hash fill pattern. When the change is made, the task bars/milestone symbols reflect the change in the graph and the Legend is updated to reflect the global change.

Changing to a Hash Fill Pattern for an Individual Task Bar/Milestone Symbol

In a similar way the Legend is also updated if an individual task bar/milestone symbol is mavericked to a hash fill pattern as in the example below starting for the original OnePager chart:

After accessing the Change Task/Milestone Properties form for the selected task bar, the fill pattern is changed to the Checkerboard (Large) hash fill pattern. Making this change adds a new Legend Item to the Legend showing the mavericked task bar’s new hash fill pattern.

Making Global and Individual Gradient Fill Pattern Changes in the Chart

OnePager updates the Legend as described in the two sub-sections above when both global and individual gradient fill pattern changes are made to all or individual task bars in the chart as shown below for a global change:

As with the example above for global hash fill pattern changes, changing the gradient fill pattern updates all items in the Legend. Changes made to individual task bar gradient fill patterns are also reflected in the Legend with the addition of a new Legend item.

For more information on Legends, please see the articles at: The Chart Legend (Portal)

Using Gradient and Hash Fill Patterns in Conditional Formatting Rules – An Example

Conditional Formatting Rules allow you to dynamically change the shape, color, fill pattern, background color, and other properties of task bars/milestone symbols based upon a rule or set of rules driven by data OnePager imports from your source plan. In OnePager version 7.1 the enhancement for gradients and hash fill patterns is extended to conditional formatting rules.

Before proceeding further, if you need to refresh your knowledge of Conditional Formatting Rules, please see the articles at: Conditional Formatting (Portal)

Example – Starting Chart Configuration

To illustrate the use of the new gradient and hash fill patterns, suppose you are starting off with the chart shown below that consists of a project plan using five (5) different resources where OnePager has created the chart using different colors to represent different resources. When this is done, the Legend reflects the resources and the colors OnePager assigned. The chart looks like this:

Example – Adding Conditional Formatting Rules to Highlight an Issue

Now suppose there is an issue with Team 1 and Team 2 and you want the chart you plan to use for this schedule conversation to have the tasks that are the responsibility of Team 1 and Team 2 to stand out clearly. This can be done by adding conditional formatting rules that apply different hash fill patterns to the task bars involved. Using the Conditional Formatting Rules form shown below, you can configure rules for Team 1 and Team 2:

Creating of Conditional Formatting Rule for Team 1

Creating of Conditional Formatting Rule for Team 2

Example – Chart with Highlighted Task Bars Using Hash Fill Patterns

Applying these two Conditional Formatting Rules to the chart, the chart looks like this:

Conditional Formatting Rules can be formulated before the chart is created by adding the rules to the Conditional Formatting Rules form in the current Template Properties form. The Legend is updated to reflect the hash fill pattern changes in the chart.

Difference between revisions of "Testing Article1"

Revision as of 14:10, 27 October 2023

Contents

Overview

Making Global Changes to Gradient and Hash Fill Patterns for Task Bars/Milestones

Gradient Fill Pattern Controls

Hash Fill Pattern Controls

Examples of Gradient Fill Patterns and Hash Fill Patterns

Making Gradient and Hash Fill Patterns Changes to Individual Task Bars/Milestone Symbols

Making Global Changes to Gradient and Hash Fill Patterns for Task Bar/Milestone Symbol Decorations

Baseline Decorations

Deadline Decorations

Endpoint Decorations

Using the Background and Foreground Color Controls for Hash Fill Patterns

Background Color for Hash Fill Patterns

Foreground Color for Hash Fill Patterns

Making Gradient and Hash Fill Patterns Changes to Individual Task Bar/Milestone Symbol Decorations

Hash and Gradient Fill Patterns and the Chart Legend

Allowing Milestone Symbols to Appear in the Legend

Global Changes to All Task Bars/Milestone Symbols

Changing to a Hash Fill Pattern for an Individual Task Bar/Milestone Symbol

Making Global and Individual Gradient Fill Pattern Changes in the Chart

Using Gradient and Hash Fill Patterns in Conditional Formatting Rules – An Example

Example – Starting Chart Configuration

Example – Adding Conditional Formatting Rules to Highlight an Issue

Example – Chart with Highlighted Task Bars Using Hash Fill Patterns

Related Links

Navigation menu

Personal tools

Namespaces

Variants

Views

More

Search

Navigation

Tools

@@ Line 1: / Line 1: @@
 ==Overview==
-Illustrations used in this article are from a Wrike '''source plan''' where the original project scheduling data were uploaded to Wrike from a Microsoft Excel '''source plan''' using the OnePager Bundle '''Standalone''' edition.
+OnePager Pro, OnePager Express, and OnePager Bundle version 7.1 and later are '''upgraded''' with the addition of twenty-six (26) new '''hash fill patterns''' for '''task bars''', '''milestone symbols''', '''baselines''',''' deadlines''', and''' endpoints'''.  Additionally, these '''new hash fill patterns''' are available options when you configure '''Conditional Formatting Rules '''for '''task bars/milestone symbols''' and other uses.
-==What Is Unlimited Field Mapping?==
+The purpose of this article is to '''overview''' the '''upgraded gradient '''and '''hash fill pattern '''features and the controls available to use these features in the '''Chart Editor'''.  Additionally, several examples are provided.
-The '''Unlimited Field Mapping''' feature lets you use a '''source  plan column''' that is not already available to you in the '''Chart Editor'''.  The feature allows you to avoid going back to the '''Template Properties''' form to map additional columns for the specific '''purposes''' you need without having to recreate a new chart.  Having to recreate a new chart is cumbersome and inefficient, especially if you already invested time '''editing''' the original chart before you realized that you needed another '''source plan''' column.
+This article uses the '''Chart Properties''' form for most of its examples.  For brevity, this article does not cover the features in the '''Template Properties '''form related to these '''upgrades''' because the controls in the '''Template Properties '''form are identical to those of the '''Chart Properties '''form.
-The '''Unlimited Field Mapping''' ('''UFM''') feature is a vastly more efficient way to bring additional '''source plan''' columns into the '''Chart Editor''' after you've created and '''edited''' your chart.  With '''UFM''', the '''Chart Editor''' can access all '''source plan columns'''.
+Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the features, function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, Oracle Primavera P6, Project for the Web, Asana, and Wrike.
-'''Field Mapping''' is defined as the '''use''' of a '''source plan''' column for a particular OnePager '''purpose'''.  There are more than twenty-five (25) OnePager '''purposes''' from '''Baseline Finish Date''' to '''Unique task bar/milestone symbol identifier'''.  You can easily refer back to your '''source plan''' and access changed '''columns''' from the '''Chart Editor'''.
+==Making Global Changes to Gradient and Hash Fill Patterns for Task Bars/Milestones==
-For example, you can populate a '''Text column''' in your Wrike '''source plan''' and then use that '''column''' to present data in a '''Text Column''' after the chart is first created.  Further, OnePager gives you a more efficient way to change the '''field mapping''' for eight (8) of the most frequently used OnePager '''presentation purposes'''.
+In addition to the '''gradient fill patterns''' currently available for differentiating '''task bars/milestone symbols''', we added a set of twenty-six (26) '''hash fill patterns''' that can be used as described above.
-For more information on '''Field Mapping''', please see the '''Frequently Asked Questions topics''' at:  [https://www.onepager.com/support/faq-category.php?cid=19 Field Mapping]
+===Gradient Fill Pattern Controls===
-==The Field Mapping Tab==
+The '''gradient fill patterns''' are shown below as an example at the '''Chart Properties''' form’s '''Task Bars''' tab’s '''Fill dropdown''' in the '''Default Task Bar Styles''' sub-section:
-Since the '''Unlimited Field Mapping''' feature allows you to access '''all columns''' from Wrike '''source plans''' at any time in the life cycle of a chart, the '''Field Mappings '''tab no longer needs to map columns to '''extra purposes''' that are just carried along in case you need them.
+<center>[[File:P71-0_4-71-(2-1)-03142022.png]]</center>
+<center>P71-0_4-71-(2-1)-03142022.png</center>
-The '''Field Mapping''' tab focuses on common OnePager '''purposes''' that users can map to Wrike columns after a chart is created.  Note, however, that other important OnePager '''purposes''' are on  '''Rows/Swimlanes''', '''Task Bars, and Milestones''' tabs.  Some purposes such as '''Task Name, Percent-Complete, and Critical Path '''appear both on the '''Field Mapping''' tab and on the '''Task Bars''' and '''Milestones''' tabs.  For Wrike '''source plans''' there are eight (8) '''purposes''' named in the '''Field Mappings''' tab: (1) '''Percent-complete''', (2) '''Critical-path segments''', (3) '''Task label''', (4) '''Start date''', (5) '''Finish date''', (6) '''Baseline start date''', (7) '''Baseline finish date''', (8) '''Deadline date'''.
+===Hash Fill Pattern Controls===
-The '''Field Mappings''' tab for the '''Chart Properties''' form is shown below:
+When you click the '''Hash Patterns''' sub-tab shown above, the dropdown form containing all the available '''hash fill patterns '''appears as shown here:
-<center>[[File:P72-21_20_7-72-(1)-09192023.png]]</center>
+<center>[[File:P71-0_4-71-(2A-1)-03142022.png]]</center>
-<center>P72-21_20_7-72-(1)-09192023.png</center>
+<center>P71-0_4-71-(2A-1)-03142022.png</center>
-For more information on the '''Unlimited Column Mapping''' feature, please see the article at:
+For a complete list of '''gradient''' and '''hash fill patterns''', please see the article at:
 <center>
 {| class="wikitable"
-| [[Unlimited Field Mapping for OnePager 7.2 | Unlimited Field Mapping]] 7.19.1-72
+| [[Gallery of Gradient and Hash Fill Patterns for Version 7.1 | Gallery of Gradient and Hash Fill Patterns]] <!--29.2.1-71-->
 |}
 </center>
-===Special Considerations for the Task/Milestone Identity Mapping Feature===
+===Examples of Gradient Fill Patterns and Hash Fill Patterns===
-The '''Field Mappings''' tab shows the Wrike '''column''' currently being used for the '''Task/Milestone Identity Mapping''' feature.  In the '''Chart Properties''' form, the '''Task/Milestone Identity Mapping''' is '''disabled''' but tells you which Wrike '''column''' is being used.  The '''Task/Milestone Identity Mapping''' column being used is specified in the '''Template Properties''' form to act as an alternate '''Unique ID''' column for OnePager '''UPDATE''' operations.    You can change it to whatever column you want, but it is your responsibility to make sure that the chosen column has a '''unique value''' for each task you plan to '''import''' and display in OnePager.    Having duplicate values in the '''Unique ID''' field causes task bars to be '''omitted''' and/or '''misidentified''' later on when you are doing '''updates''' of the chart.
+Using the '''Chart Properties '''form’s '''Task Bars''' tab and the '''chart''' shown below, you can change the '''gradient fill pattern '''for all task bars/milestone symbols:
-For Wrike '''source plans''' the convention is to use the '''ID''' column for this purpose.  The '''ID''' column is a '''virtual''' column generated by OnePager when the Wrike '''source plan''' is '''imported'''.  OnePager assures that each Wrike row entry has a unique value for '''ID.  For this reason '''Template Properties''' forms distributed with OnePager for Wrike have the '''Unique Id''' control preset to '''ID'''.
+<center>[[File:P71-0_4_3-71-(1-1)-03152022.png]]</center>
+<!--<center>P71-0_4_3-71-(1-1)-03152022.png</center>-->
-===Special Considerations for the Field Splitting Feature===
+When you click the '''OK '''button, the '''selected gradient fill pattern''' is applied to all task bars as shown below:
-OnePager continues to support '''Field Splitting''' with the control on the '''Field Mappings''' tab in the '''Template Properties''' form and '''Chart Properties''' forms.   '''Field Splitting''' can be performed on any '''source plan string type''' field with '''comma-separated''' components imported before the chart is created.   It cannot be changed once a chart is '''created''', though its value is shown in the '''Chart Properties''' form to remind you of the '''splitting''' that is active in the chart.
+<center>[[File:P71-0_4_3-71-(2)-08102021.png]]</center>
+<!--<center>P71-0_4_3-71-(2)-08102021.png</center>-->
-==Field Mappings==
+In a similar way, starting with the original chart, all the task bars can have their '''fill patterns''' changed to a specific '''hash fill pattern''' as shown in the sequence below:
-There are four (4) controls groups found on the '''Field Mappings''' tab.
+<center>[[File:P71-0_4_3-71-(3-2)-03152022.png]]</center>
+<!--<center>P71-0_4_3-71-(3-2)-03152022.png</center>-->
-===Basic Mappings===
+When you click the '''OK '''button, the '''selected hash fill pattern''' is applied to all task bars as shown below:
-Within the  '''Basic Mappings''' control group there are three (3) '''basic columns''' already established that can be remapped.   You can use any Wrike column of the '''appropriate type''' corresponding to the '''Basic Mapping''' column named for the dropdown.
+<center>[[File:P71-0_4_3-71-(4)-08102021.png]]</center>
+<!--<center>P71-0_4_3-71-(4)-08102021.png</center>-->
-The dropdown list for the '''Task label''' column is shown in the example below:
+==Making Gradient and Hash Fill Patterns Changes to Individual Task Bars/Milestone Symbols==
-<center>[[File:P72-21_20_7-72-(2)-09192023.png]]</center>
+'''Gradient fill patterns''' and '''hash fill patterns''' can also be applied to '''individually selected''' task bars/milestones symbols using the '''Change Task/Milestone Properties''' form. If you '''select''' a task bar as shown in the illustration below by right-clicking on the task bar and then clicking the '''Format '''command in the '''right-click context menu''', you can access the '''Change Task/Milestone Properties '''form at its '''Format '''tab:
-<center>P72-21_20_7-72-(2)-09192023.png</center>
-Selecting a different Wrike column from the dropdown list tells OnePager to go back to the Wrike '''source plan''', retrieve the data for that column, and use that data for the purpose of the chart.  This re-acquisition of Wrike '''source plan data''' is done when you click '''Apply''' on the '''Chart Properties''' form which keeps the '''Chart Properties''' form visible or when you click '''OK''' which closes the '''Chart Properties''' form.  The current chart is '''updated''' accordingly in the '''Chart Editor'''.  The process for the other '''Basic Mapping''' columns for '''Critical-path segments''' and '''Task labels''' is the same as shown above for '''Percent complete'''.
+<center>[[File:P71-0_4_3-71-(5)-08102021.png]]</center>
+<!--<center>P71-0_4_3-71-(5)-08102021.png</center>-->
-===Date Mappings===
+Using the dropdown, select the '''gradient fill pattern''' of your choice. When you click the '''OK '''button on the '''Change Task/Milestone Properties''' form, the change is applied to the chart as shown here:
-There are five (5) '''Date Mappings''' purposes in this control group that are available to be remapped.   You can use any Microsoft Excel '''date''' field that can be accessed in the individual dropdown lists as shown in the example below:
+<center>[[File:P71-0_4_3-71-(6)-08102021.png]]</center>
+<!--<center>P71-0_4_3-71-(6)-08102021.png</center>-->
-<center>[[File:P72-21_20_7-72-(3)-09192023.png]]</center>
+You can use this same technique with the '''Change Task/Milestone Properties '''form’s '''Format '''tab to apply different '''hash fill patterns''' to individual task bars/milestone symbols.
-<center>P72-21_20_7-72-(3)-09192023.png</center>
-As with the selections in the '''Basic Mappings''' control group, selecting a different Wrike columns from the dropdown list tells OnePager to go back to the Wrike '''source plan''', retrieve the data for that column, and use that data for the designated the OnePager '''purpose''' in the chart.   This re-acquisition of Wrike '''source plan data''' is done when you click '''Apply''' on the '''Chart Properties''' form which keeps the '''Chart Properties''' form visible or when you click '''OK''' which closes the '''Chart Properties''' form.   The current chart is '''updated''' accordingly in the '''Chart Editor'''.
+==Making Global Changes to Gradient and Hash Fill Patterns for Task Bar/Milestone Symbol Decorations==
-==Task/Milestone Identity Mapping==
+In addition to now being able to apply '''gradient fill patterns''' and '''hash fill patterns '''to task bars/milestone symbols, you can also apply these new features to '''baseline''', '''deadline''', and the '''four endpoint decorations'''.
-===Task/Milestone Identity Mapping for Wrike===
+Complete information on task bar/milestone '''decorations''' can be found in the article at: [[Modifying Decorations on Tasks/Milestones for Version 7.1 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] <!--10.0.1-71-->
-In the '''Chart Properties''' form, this control group is  informational.   The control group is '''disabled''' in the '''Chart Properties''' form but the '''Unique Id''' window shows the setting previously or currently set in the '''Template Properties''' form’s '''Field Mappings''' tab. As such, the window is for information purposes only and cannot be changed.
+The controls for these '''task bar/milestone symbol decoration '''features are discussed below with specific examples.
-The '''Task/Milestone Identity Mapping''' control group is shown below:
+===Baseline Decorations===
-<center>[[File:P72-21_20_7-72-(4)-09192023.png]]</center>
+To apply these features to '''baseline decorations '''you need to first access the '''Chart Properties '''form at the '''Task Bars''' or '''Milestones '''tabs.  At the '''Task Bars '''or '''Milestones '''tab, navigate to the '''Task Bars Decorations''' control group of the form and check the '''Baseline Properties '''checkbox '''ON'''.  Then click the '''Baselines Properties '''button to access the '''Set baseline properties '''form as shown in the illustration below:
-<center>P72-21_20_7-72-(4)-09192023.png</center>
-The '''ID''' column shows the Wrike column that OnePager used when it first '''created''' the chart.  This feature is provided to assist '''advanced''' OnePager users '''update''' charts that were '''created''' from '''source plans''' where portions of one Wrike '''source plan''' were copied into another.    When OnePager '''updates''' a chart, it needs to identify each task and milestone that is being '''imported''' and find out if it already exists in chart.   This is how OnePager preserves the formatting of the task bars/milestone symbols and places them in the same row/swimlane where they resided before the '''update'''.
+<center>[[File:P71-0_4_3-71-(7-2)-03152022.png]]</center>
+<!--<center>P71-0_4_3-71-(7-2)-03152022.png</center>-->
-You can control what values of '''ID''' appear in your Wrike '''source plan''' when you copy data into that '''source plan'''.  As a result, Wrike '''source plans''' that had data copied into them can have problems preserving OnePager's formatting and row/swimlane positioning.   To solve this problem, OnePager lets you define and use a substitute Wrike '''source plan column''' as an alternative '''Unique Id''' for uniquely identifying tasks.   You are then responsible for guaranteeing that these column values are preserved when data is copied from one Wrike '''source plan''' to another.   You are also responsible for making sure that there are '''no duplicate values''' in the field designated for this alternative '''Unique Id''' column usage.
+When the '''baseline shape '''and '''hash fill pattern''' changes shown above are applied to the chart, the chart looks like this:
-The alternate '''ID''' can be set in one of two places:
+<center>[[File:P71-0_4_3-71-(7A)-08102021.png]]</center>
+<!--<center>P71-0_4_3-71-(7A)-08102021.png</center>-->
-:1)	In the '''Template Properties''' form's '''Field Mappings''' tab and
+The '''baseline shape''' was changed to highlight the '''baseline decoration''' in the chart above.
-:2)	In the '''OnePager Choices''' form's second page by clicking the '''Edit current template...''' button.
+===Deadline Decorations===
-We strongly recommend that you set the alternate '''ID''' in the '''Template Properties''' form rather than with the '''OnePager Choices''' form because this ensures that all charts use a consistent alternative '''ID''' column.
+To apply these features to '''deadline decorations '''you need to first access the '''Chart Properties '''form at the '''Task Bars''' or '''Milestones '''tabs.  At the '''Task Bars '''or '''Milestones '''tab, navigate to the '''Task Bars Decorations''' control group of the form and check the '''Deadline Properties '''checkbox '''ON'''.  Then click the '''Deadline Properties… '''button to access the '''Set deadline properties '''form as shown in the illustration below:
-===Reset Unique Ids On Update===
+<center>[[File:P71-0_4_3-71-(8-1)-03152022.png]]</center>
+<!--<center>P71-0_4_3-71-(8-1)-03152022.png</center>-->
-The '''Reset unique ids on update''' checkbox is '''disabled''' in the '''Advanced''' tab of the '''Chart Properties''' form and cannot be '''enabled'''.  The '''disabled''' checkbox is provided in the form for consistency so that you see that it is there.   This feature can be '''enabled''' as a last resort under the situation where you are attempting to '''merge''' Wrike '''source plans''' from different physical files into a single '''source plan''' where the Wrike '''ID's''' do not match.
+When the '''gradient fill pattern''' change shown above is applied to the chart, the chart looks like this:
-Contact OnePager '''Support''' for information on how to use this rarely-used feature by referring to the article at:
+<center>[[File:P71-0_4_3-71-(8A)-08102021.png]]</center>
+<!--<center>P71-0_4_3-71-(8A)-08102021.png</center>-->
-<center>
+===Endpoint Decorations===
-{| class="wikitable"
-| [[Getting Support and Contacting OnePager for Version 7.2 | Getting Support and Contacting OnePager]] 30.0.1-72
-|}
-</center>
-For additional help, please go to the following link to the OnePager '''Frequently Asked Questions''' page: [https://www.onepager.com/support/faq.php?id=95 Selecting a Custom Unique ID].
+To apply these features to '''endpoint decorations '''you need to first access the '''Chart Properties '''form at the '''Task Bars''' or '''Milestones '''tabs.  At the '''Task Bars '''or '''Milestones '''tab, navigate to the '''Task Bars Decorations''' control group of the form and check the '''Endpoint Properties '''checkbox '''ON'''.  Then click the '''Endpoint Properties… '''button to access the '''Set endpoint properties '''form as shown in the illustration below:
-If you encounter difficulties, contact our '''Support Team''' at [https://www.onepager.com/support/ticket.php support ticket], by [mailto:support@onepager.com e-mailing us], or by calling '''+1.303.779.0344'''.
+<center>[[File:P71-0_4_3-71-(9-2)-03152022.png]]</center>
+<!--<center>P71-0_4_3-71-(9-2)-03152022.png</center>-->
-==Field Splitting==
+In the actions taken above, '''Endpoint 1''' is modified to have a '''star shape''' and a specific '''hash fill pattern'''.  To further illustrate '''endpoints''', '''Endpoint 2''' is also '''edited''' to give it a different '''shape''' and '''hash fill pattern'''.  The '''edits '''made to the '''Set endpoint properties''' form for '''Endpoint 2 '''are shown below:
-As with the control group discussed previously, the '''Field Splitting''' control group is '''disabled''' but shows the Wrike column currently set in the '''Template Properties''' form as the field participating in '''field splitting'''.   As such, the window is for information purposes only and cannot be changed.  For most OnePager distributed '''Template Properties''' forms for Wrike, this window is blank.
+<center>[[File:P71-0_4_3-71-(9A-2)-03152022.png]]</center>
+<!--<center>P71-0_4_3-71-(9A-2)-03152022.png</center>-->
-The '''Field Splitting '''control group is shown below:
+When the '''endpoint shapes '''and '''hash fill patterns''' changes shown in the two illustrations above are applied to the chart, the chart looks like this:
-<center>[[File:P72-21_20_7-72-(5)-09192023.png]]</center>
+<center>[[File:P71-0_4_3-71-(9B)-08102021.png]]</center>
-<center>P72-21_20_7-72-(5)-09192023.png</center>
+<!--<center>P71-0_4_3-71-(9B)-08102021.png</center>-->
-For more information on '''Splitting and parsing columns''', please see the articles at:
+===Using the Background and Foreground Color Controls for Hash Fill Patterns===
-<center>
+====Background Color for Hash Fill Patterns====
-{| class="wikitable"
-| [[Splitting and Parsing Columns for Wrike Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Wrike Source Plans in OnePager]] 24.5.3-72
+When you add a '''hash fill pattern '''to a '''task bar/milestone symbol''', '''deadline''', or '''endpoint''', the '''hash fill pattern '''itself takes on the '''color''' or '''colors''' of the '''task bar/milestone symbol''', '''deadline''', or '''endpoint'''.  The space between the '''hash fill pattern''' and the '''background''' within these '''shapes '''becomes '''white''' as shown below with two task bars containing two different '''hash fill patterns''':
-|}
-</center>
+<center>[[File:P71-0_4_3-71-(9C)-08122021.png]]</center>
+<!--<center>P71-0_4_3-71-(9C)-08122021.png</center>-->
+You have the option to change the '''background color''' of '''task bar/milestone symbols''', '''deadlines''', and '''endpoint symbols''' to make the '''hash fill pattern''' more prominent in the chart.  For example, if you want to '''maverick '''the '''background color''' of the '''ADONIS Subcontractor Selection''' task bar which is shown in the illustration above as '''blue''' with a '''white background''', you can access the '''Change Task/Milestone Properties '''form at the '''Format''' tab for this task bar and navigate to the '''Background '''control as shown here:
+<center>[[File:P71-0_4_3-71-(9D)-08122021.png]]</center>
+<!--<center>P71-0_4_3-71-(9D)-08122021.png</center>-->
+At the point in the illustration above, the '''Background control''' is '''enabled'''.  Clicking on the dropdown button accesses the standard OnePager '''Color Chooser '''form''' '''in which you can select a specific '''color''' for the '''background''' inside the selected task bar while leaving the '''hash fill pattern''' the '''original color''' (i.e., the '''foreground color''').  In the illustrations below, the standard OnePager '''Color Chooser''' form is accessed and the '''color yellow''' is selected for the '''background color'''.
+<center>'''Access the Standard OnePager Color Chooser'''</center>
+<center>[[File:P71-0_4_3-71-(9E)-08122021.png]]</center>
+<!--<center>P71-0_4_3-71-(9E)-08122021.png</center>-->
+When you make the '''color selection''' and close the '''Change Task/Milestone Properties '''form, the selected task bar looks like this:
+<center>'''Selected Task Bar’s Background Color Changed to Yellow'''</center>
+<center>[[File:P71-0_4_3-71-(9F)-08122021.png]]</center>
+<!--<center>P71-0_4_3-71-(9F)-08122021.png</center>-->
+This same procedure can be used to enhance and differentiate '''deadline symbols''' and '''endpoint symbols''' from their respective task bar/milestone symbols when needed to assure that these symbols stand out in the chart.
+====Foreground Color for Hash Fill Patterns====
+In the context of '''gradients fill patterns''' and '''hash fill patterns''' the '''foreground color''' is set to the '''color''' of the task bar/milestone symbol to which the decorations belong.  You have the option to change the '''foreground color''' of task bars/milestone symbols, '''baselines''', '''deadline''', and '''endpoints''' globally using the '''decoration controls''' in the '''Template Properties '''form and the '''Chart Properties '''form.  You can also '''maverick''' the '''foreground color''' of selected task bars/milestone symbols using the '''Change Task/Milestone Properties''' form at the '''Format '''tab.  There are no controls in the '''Change Task/Milestone Properties '''form for '''mavericking''' the '''foreground color''' for '''baselines''', '''deadlines''', or '''endpoints'''.
+===Making Gradient and Hash Fill Patterns Changes to Individual Task Bar/Milestone Symbol Decorations===
+'''Decorations '''for task bars and milestone symbols are applied '''globally'''.  Although task bar/milestone symbol '''properties''' can be '''edited''' individually by '''manually selecting''' a task bar or milestone symbol and using the '''Change Task/Milestone Properties '''form’s '''Format '''tab to '''edit''' their '''properties''', it is not possible to '''edit''' the '''shape''', '''gradient fill pattern''', or '''hash fill pattern''' of individual '''baseline''', '''deadline''', or '''endpoint decorations'''. OnePager is configured such that all task bar/milestone symbol '''decorations '''take on '''global properties'''.
+==Hash and Gradient Fill Patterns and the Chart Legend==
+OnePager updates '''Legend items''' in the '''Legend''' whenever a change is made to the '''hash''' or '''gradient fill pattern''' of task bars/milestone symbols '''globally''' or '''individually'''.  This is illustrated using the starting chart shown below:
+<center>[[File:P71-0_4_3-71-(9G)-08122021.png]]</center>
+<!--<center>P71-0_4_3-71-(9G)-08122021.png</center>-->
+===Allowing Milestone Symbols to Appear in the Legend===
+Most OnePager users do not want to have milestone symbols appear in the '''Legend''' especially when the milestone symbols represent the same '''legend category''' as task bars.  If you want milestone symbols to appear in your '''Legend''' as '''legend items''' you need to '''turn OFF''' the '''Do not duplicate task/milestones''' checkbox in the '''Template Properties '''form and/or '''Chart Properties '''form at the '''Legend''' tab as shown below for the '''Chart Properties''' form:
+<center>[[File:P71-0_4_3-71-(9K)-08132021.png]]</center>
+<!--<center>P71-0_4_3-71-(9K)-08132021.png</center>-->
+For more information on the use of the '''Do not duplicate tasks/milestones''', please see the sub-section in the article at:  [[Legend Editing Controls for OnePager for Version 7.1#Controlling Duplication of Legend Items | Legend Editing Controls for OnePager - Controlling Duplication of Legend Items]] <!--15.3.1-71-->
+For the purpose of the examples and illustrations that follow, the '''Do not duplicate tasks/milestone''' checkbox is checked '''ON''' so only task bars are shown as '''legend items'''.
+===Global Changes to All Task Bars/Milestone Symbols===
+Making a '''global''' change to the '''hash fill pattern''' for all task bars/milestone symbols updates the entire '''Legend''' as shown below:
+<center>[[File:P71-0_4_3-71-(9H-1)-03152022.png]]</center>
+<!--<center>P71-0_4_3-71-(9H-1)-03152022.png</center>-->
+In the illustration above, all task bars/milestone symbols have their '''hash fill pattern '''changed to the '''Checkerboard (Large) hash fill pattern'''.  When the change is made, the task bars/milestone symbols reflect the change in the '''graph''' and the '''Legend '''is updated to reflect the '''global''' change.
+===Changing to a Hash Fill Pattern for an Individual Task Bar/Milestone Symbol===
+In a similar way the '''Legend '''is also updated if an individual task bar/milestone symbol is '''mavericked''' to a '''hash fill pattern''' as in the example below starting for the original OnePager chart:
+<center>[[File:P71-0_4_3-71-(9I)-08122021.png]]</center>
+<!--<center>P71-0_4_3-71-(9I)-08122021.png</center>-->
+After accessing the '''Change Task/Milestone Properties''' form for the selected task bar, the '''fill pattern''' is changed to the '''Checkerboard (Large) hash fill pattern'''.  Making this change adds a new '''Legend Item '''to the '''Legend''' showing the '''mavericked''' task bar’s new '''hash fill pattern.'''
+===Making Global and Individual Gradient Fill Pattern Changes in the Chart===
+OnePager updates the '''Legend''' as described in the two sub-sections above when both '''global''' and '''individual gradient fill pattern''' changes are made to all or individual task bars in the chart as shown below for a '''global '''change:
+<center>[[File:P71-0_4_3-71-(9J-1)-03152022.png]]</center>
+<!--<center>P71-0_4_3-71-(9J-1)-03152022.png</center>-->
+As with the example above for '''global hash fill pattern''' changes, changing the '''gradient fill pattern '''updates all items in the '''Legend'''.  Changes made to individual task bar '''gradient fill patterns''' are also reflected in the '''Legend '''with the addition of a new '''Legend item'''.
+For more information on '''Legends''', please see the articles at: [[The Chart Legend for Version 7.1 (Portal) | The Chart Legend (Portal)]] <!--15.0.1-71-->
+==Using Gradient and Hash Fill Patterns in Conditional Formatting Rules – An Example==
+'''Conditional Formatting Rules''' allow you to dynamically change the '''shape''', '''color''', '''fill pattern''', '''background color''', and other properties of task bars/milestone symbols''' '''based upon a '''rule''' or '''set of rules''' driven by data OnePager '''imports''' from your '''source plan'''.  In OnePager version 7.1 the enhancement for '''gradients '''and '''hash fill patterns '''is extended to '''conditional formatting rules'''.
+Before proceeding further, if you need to refresh your knowledge of '''Conditional Formatting Rules''', please see the articles at: [[Conditional Formatting for Version 7.1 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-71-->
+===Example – Starting Chart Configuration===
+To illustrate the use of the new '''gradient '''and '''hash fill patterns''', suppose you are starting off with the chart shown below that consists of a project plan using five (5) different resources where OnePager has created the chart using different colors to represent different '''resources'''.  When this is done, the '''Legend''' reflects the '''resources''' and the '''colors '''OnePager assigned.  The chart looks like this:
+<center>[[File:P71-0_4_3-71-(10)-08112021.png]]</center>
+<!--<center>P71-0_4_3-71-(10)-08112021.png</center>-->
+===Example – Adding Conditional Formatting Rules to Highlight an Issue===
+Now suppose there is an issue with '''Team 1''' and '''Team 2''' and you want the chart you plan to use for this '''schedule conversation''' to have the tasks that are the responsibility of '''Team 1''' and '''Team 2''' to stand out clearly.  This can be done by adding '''conditional formatting rules''' that apply different '''hash fill patterns''' to the task bars involved. Using the '''Conditional Formatting Rules''' form shown below, you can configure '''rules''' for '''Team 1''' and '''Team 2''':
+<center>'''Creating of Conditional Formatting Rule for Team 1'''</center>
+<center>[[File:P71-0_4_3-71-(11)-08112021.png]]</center>
+<!--<center>P71-0_4_3-71-(11)-08112021.png</center>-->
+<center>'''Creating of Conditional Formatting Rule for Team 2'''</center>
+<center>[[File:P71-0_4_3-71-(12)-08112021.png]]</center>
+<!--<center>P71-0_4_3-71-(12)-08112021.png</center>-->
+===Example – Chart with Highlighted Task Bars Using Hash Fill Patterns===
+Applying these two '''Conditional Formatting Rules '''to the chart, the chart looks like this:
+<center>[[File:P71-0_4_3-71-(13)-08112021.png]]</center>
+<!--<center>P71-0_4_3-71-(13)-08112021.png</center>-->
+'''Conditional Formatting Rules''' can be formulated before the chart is created by adding the '''rules '''to the '''Conditional Formatting Rules''' form in the current '''Template Properties '''form.  The '''Legend''' is updated to reflect the '''hash fill pattern''' changes in the chart.
 ==Related Links==
-{| class="wikitable"
+[https://www.onepager.com/support/whats-new/hash-fill-patterns.html Hash Fill Patterns (All Editions)]
-| [https://www.onepager.com/support/faq.php?id=95 Selecting a Custom Unique ID]
-| [https://www.onepager.com/support/faq-category.php?cid=19 Field Mapping]
-|}
-{| class="wikitable"
+[[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.1 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-71-->
-| [[Unlimited Field Mapping for OnePager 7.2 | Unlimited Column Mapping]] 7.19.1-72
-| [[Advanced Tab for OnePager for Version 7.2#Reset Unique Ids On Update | Advanced Tab for OnePager -Reset Unique Ids On Update]] 21.13.1-72
-|-
-| [[Visualizing Changes between Snapshots for Version 7.2 | Visualizing Changes between Snapshots]] 23.4.3-72
-| [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields-OnePager Pro]] 24.4.1-72
-|-
-| [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields-OnePager Express]] 24.5.1-72
-| [[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] 24.5.2-72
-|-
-| [[Splitting and Parsing Columns for Wrike Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Wrike Source Plans in OnePager]] 24.5.3-72
-| [[Getting Support and Contacting OnePager for Version 7.2 | Getting Support and Contacting OnePager]] 30.0.1-72
-|}
-(21.20.7-72)
+[[Modifying Decorations on Tasks/Milestones for Version 7.1 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] <!--10.0.1-71-->
-[[Category:Version 7.2]]
+[[Conditional Formatting for Version 7.1 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-71-->
-[[Category:Unlimited Field Mapping]]
-[[Category:Editing the Chart]]
+[[The Chart Legend for Version 7.1 (Portal) | The Chart Legend (Portal)]] <!--15.0.1-71-->
-[[Category:Task/Milestone Editing]]
-[[Category:Field Splitting]]
+[[Gallery of Gradient and Hash Fill Patterns for Version 7.1 | Gallery of Gradient and Hash Fill Patterns]] <!--29.2.1-71-->
-[[Category:Unique ID]]
+[[Gallery of Dynamic Shapes and Emoji Symbols for Version 7.1 | Gallery of Dynamic Shapes and Emoji Symbols]] <!--29.3.1-71-->
+(0.4.3-71)
+[[Category:Version 7.1]]
+[[Category:Gradient Fill Patterns]]
+[[Category:Hash Fill Patterns]]
 [[Category:Charts]]
 [[Category:Template Properties Form]]
 [[Category:Chart Properties Form]]
-[[Category:Wrike]]
+[[Category:Conditional Formatting]]
+[[Category:Editing a Chart]]
+[[Category:Task/Milestone Editing]]
+[[Category:OnePager Pro]]
+[[Category:OnePager Express]]
 [[Category:OnePager Bundle]]