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| − | ==Overview== | + | ==Introduction== |
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| − | As with previous version of OnePager Pro, version 7.0 of '''OPP''' you can launch '''OPP''' from a '''Desktop Icon''' as well as from within Microsoft Project ('''Add-in'''). Please note that after selecting the '''Desktop Icon''' launch option that you are not able to launch the OnePager '''Add-in''' application.
| + | This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''. |
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| − | Only one of these applications ('''Add-in''' or '''Desktop''') can be active at a time. If you attempt to launch both, a warning message appears as shown below.
| + | ==About Splitting and Parsing Fields== |
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| − | <center>[[File:P70-3_0_1-70-(1)-07052019.png]]</center>
| + | The OnePager '''column splitting''' feature allows you to '''duplicate task bars''' when a task in your Asana '''source plan''' is assigned to '''multiple resources''' (or anything else). Because assignments from Asana often are '''comma-delimited''', this feature enables OnePager to '''parse the comma-delimited list''' and '''create a unique task bar''' for each instance in the '''comma-separated''' list. |
| − | <!--<center>P70-3_0_1-70-(1)-07052019.png</center>-->
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| − | If you need further information please consult this link: [https://www.onepager.com/support/faq.php?id=77 OnePager Doesn't Launch when the Desktop Icon is Clicked].
| + | ===Split Resource Names Example=== |
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| − | This article provides the basic information needed to '''Getting Started''' and use OnePager Pro ('''OPP''') after you launch '''OPP''' from Microsoft Project.
| + | Say you want to use '''color-codes''' on task bars/milestone symbols based upon your Asana '''source plan’s Assigned to''' column as shown below: |
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| − | The article providing '''Getting Started''' guidance when launching '''OPP''' from Microsoft Project is at: [[Getting Started with OnePager Pro Version 7.0 Add-in | Getting Started with OnePager Pro Add-in]] <!--3.0.1.1-70 -->
| + | <center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(1)-11022023.png</center> |
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| − | ==Launching OnePager Pro for the First Time==
| + | Some of the entries in the '''Assigned to''' column consist of multiple, '''comma-separated''' items and some tasks only used one '''resource'''. Without the '''column splitting''' feature, a chart '''created''' from these data and assigned task bar/milestone symbol '''colors''' based upon the '''Assigned to''' column looks like this: |
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| − | '''OPP''' version 7.0 can be installed so that it can be launched either from Microsoft Project’s '''Add-in''' tab on its ribbon tool bar tab or from a '''Desktop Icon''' or both. Additionally, you can also locate and double-click a '''.TAM''' to launch the desktop '''OPP''' version 7.0. The '''Desktop Icon''' for launching '''OPP''' version 7.0 looks like this:
| + | <center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center> |
| | + | <center>P72-24_5_3-72-(5)-11272023.png</center> |
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| − | <center>[[File:P70-3_0_1_2-70-(2)-07092019.png]]</center>
| + | OnePager, in this case, treats the '''entire string''' as an individual '''Assigned to''' value. To provide more flexibility in displaying task bars that have '''multiple resources''' assigned, OnePager supports the concept of a '''column splitting'''. This feature recognizes '''comma-separated''' values in a '''designated column''' and '''creates a separate task bar''' for each of the '''comma-separated''' values. |
| − | <!--<center>P70-3_0_1_2-70-(2)-07092019.png</center>-->
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| − | Before you launch '''OPP''', it is a good idea to '''unhide''' the Microsoft Project '''Flag''' field that tells OnePager which Microsoft Project '''Flag''' field you intend to use to control the import of '''source plan''' data. Note that when you '''unhide''' a field in Microsoft Project, that field can now appear in some of Microsoft Project’s standard reports. Do not forget to '''hide''' the field again before generating such reports if you do not want the field to appear in those reports. The selected Microsoft Project '''Flag''' field allows you to control which tasks get graphed and are '''saved''' in Microsoft Project for future use. For example, the '''Flag''' field (e.g., Flag20) is shown below:
| + | ===Enabling Splitting=== |
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| − | <center>[[File:P61-3_0_1-61-(2)-10232017.png]]</center>
| + | To use this feature requires turning '''ON''' the feature in the Asana '''Template Properties''' form you intend to use to make the chart. The setting must be turned '''ON''' before the chart is created so launch OnePager Bundle from the '''desktop icon''', click the '''NEW''' button on the '''OnePager Bundle Start''' form to access the '''OnePager choices''' form, '''select''' your Asana '''source plan''', and type in the chart's '''title''' as shown here: |
| − | <!--<center>P61-3_0_1-61-(2)-10232017.png</center>-->
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| − | To control which tasks are '''imported''', specify the Microsoft Project '''Flag''' field (e.g. Flag1, Flag2 … Flag20) that you wish to use. '''Number''' fields can also be used the same as the '''Flag''' fields where a '''1''' in a '''Number''' field indicates '''Yes''' and a '''0''' in a '''Number''' field indicates '''No'''. '''Unhide''' that field in Microsoft Project by right-clicking in the field header area and selecting '''Insert Column''':
| + | <center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2A)-11022023.png</center> |
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| − | <center>[[File:P61-3_0_1-61-(3)-10232017.png]]</center>
| + | When you click the '''Next>''' button at the bottom of the form, OnePager accesses the second page of the '''OnePager choices''' form shown below: |
| − | <!--<center>P61-3_0_1-61-(3)-10232017.png</center>-->
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| − | Now put a '''Yes''' in this '''Flag''' field for any task that you want to graph:
| + | <center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2AA)-11022023.png</center> |
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| − | <center>[[File:P61-3_0_1-61-(4)-10232017.png]]</center>
| + | Clicking the '''Edit current template''' button accesses the current '''Template Properties''' form. Navigate to the '''Field Mappings''' tab on the form, check the '''Enable splitting on:''' checkbox to '''ON''' and (in this example) select the '''Assigned To''' column from the dropdown list provided. The results are shown here: |
| − | <!--<center>P61-3_0_1-61-(4)-10232017.png</center>-->
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| − | When making your first chart, we strongly recommend that you select 50 or fewer tasks with '''Yes'''. Please note that '''OPP''' is shipped with a number of fully populated '''Templates Properties''' forms that are based on the Microsoft Project '''source plan''' used in the tutorial also shipped with the product – BlueGrass Project Plan. Note that three field heading types must always be present: '''Name''', '''Start''', and '''Finish'''. '''Caution.''' Starting in Microsoft Project 2010, there is a '''Manual Scheduling''' mode that allows you to leave dates blank in your schedule. However, behind the scenes, these dates are still being automatically assigned to the project '''Start Date''', or to '''Today's Date''' if the project '''Start Date''' is not defined. Even though the dates appear to be undefined, they are defined behind the scenes, and are being passed to '''OPP'''. Because '''Today's Date''' often equals your '''Snapshot date''', it is not surprising to see all of these '''dateless tasks''' appearing near the time cursor. '''Solutions.''' There are two solutions available:
| + | <center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2AAA)-11022023.png</center> |
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| − | :1) Define the dates for your tasks and milestones in Microsoft Project. This overwrites any default dates that Microsoft Project is assigning, and makes your project schedule more consistent with your '''OPP''' timeline. As a rule of thumb, we recommend defining dates for all tasks and milestones, especially when it comes to creating a '''OPP''' chart.
| + | Click the '''Save and use''' button to complete the process and close the current '''Template Properties''' form returning you to the second page of the '''OnePager choices''' form show above. |
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| − | :2) Remove the '''dateless tasks''' from your '''OPP graph'''. You can leave them in your Microsoft Project '''source plan''', but by removing them from the '''OPP''' graph, you won't have to explain why certain task bars and milestone symbols are appearing in weird places when they really should not.
| + | ===Split Resources in the Chart=== |
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| − | Clicking the '''OPP Icon''' on the '''Desktop''' displays a splash page and then take you to the '''Chart Editor'''. | + | Clicking the '''Create new chart''' button completes the process and creates the chart with the '''column splitting''' feature in use. The chart with '''splitting''' looks like this: |
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| − | <center>[[File:P70-3_0_1_2-70-(3)-07092019.png]]</center> | + | <center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center> |
| − | <!--<center>P70-3_0_1_2-70-(3)-07092019.png</center>-->
| + | <center>P72-24_5_3-72-(2)-11022023.png</center> |
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| − | <center>[[File:P70-3_0_1_2-70-(4)-07092019.png]]</center>
| + | In the chart with '''column splitting''' shown above, there are now several more task bars in the '''Chart Editor''' than there were before. The task bar for '''Plate Movement''' is now '''split into two (2) separate task bars''', one for each of the '''two resources assigned'''. The task bar for '''Centrifugal Barrier''' is now '''split into three (3) separate task bars''', one for each of the '''three resources''' that were assigned to this task in the Asana '''source plan'''. Each of the '''resources''' has a unique '''color''' assigned. Each of the '''resources''' appears by itself in the '''Legend'''. The '''Legend title''' shows the '''column name''' that is used for '''splitting the columns'''. |
| − | <!--<center>P70-3_0_1_2-70-(4)-07092019.png</center>-->
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| − | The '''OnePager Pro Start''' form provides you with three options:
| + | With this feature, you can use '''column splitting''' just like any other column by using the dropdowns in the '''Template Properties''' form or '''Chart Properties''' form to assign '''colors, highlight task bars and milestone symbols, and to define and label rows and swimlanes'''. |
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| − | :1) '''NEW''' Clicking the '''NEW''' buttons bring up the '''OnePager Pro choices''' ('''OPC''') form.
| + | ==Splitting Resources and Task Links== |
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| − | :2) '''UPDATE''' Clicking the '''UPDATE''' button allows you to '''BROWSE FILES''' for an existing chart file or select a recently-opened chart.
| + | When task bars with '''Data-Driven''' or manual '''Task Links''' are '''split''', the '''Task Links''' ('''Data-Driven''' and manual) are '''not shown'''. Further, the '''Task Links''' that are now '''hidden''' and '''do not''' have entries in the '''Where are My Links?''' form. |
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| − | :3) '''OPEN''' Clicking the '''OPEN''' button allows you to '''BROWSE FILES''' for an existing chart or select a recently-opened chart.
| + | ==Related Links== |
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| − | Once selected and opened, the chart is available for '''editing'''.
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| − | ==Creating a New Chart==
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| − | Clicking the '''NEW''' button accesses the OnePager choices ('''OPC''') form as shown below:
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| − | <center>[[File:P70-3_0_1_2-70-(4A)-07092019.png]]</center>
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| − | <!--<center>P70-3_0_1_2-70-(4A)-07092019.png</center>-->
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| − | ===Options on the New OnePager Choices form===
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| − | The '''OPC''' form gives you more options for selecting '''source plans'''. The illustration above shows that '''OPP''' is initiated from Microsoft Project 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, to '''remove''' files. Clicking the '''Select''' button displays a dropdown menu with a '''BROWSE FILES...''' option as well as a list of recently accessed Microsoft Project '''source plans''' as shown here:
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| − | <center>[[File:P70-3_0_1_2-70-(5)-07092019.png]]</center>
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| − | <!--<center>P70-3_0_1_2-70-(5)-07092019.png</center>-->
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| − | If you select the '''BROWSE FILES...''' option, a Windows '''Open''' form appears from which you can select the desired Microsoft Project '''source plan''' for '''OPP''' to use as shown below:
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| − | <center>[[File:P70-3_0_1_2-70-(6)-07092019.png]]</center>
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| − | <!--<center>P70-3_0_1_2-70-(6)-07092019.png</center>-->
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| − | When you select the Microsoft Project '''source plan''' and click the '''Open''' button on the Windows '''Open''' form, '''OPP''' loads the Microsoft Project '''source plan''' selected and expands the '''OPC''' form as shown below:
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| − | <center>[[File:P70-3_0_1_2-70-(7)-07092019.png]]</center>
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| − | <!--<center>P70-3_0_1_2-70-(7)-07092019.png</center>-->
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| − | ===Adding a New Source Plan===
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| − | You now have additional options to use the expanded '''OnePager choices''' form, specifically the '''Add/Remove''' button. The '''Add/Remove''' button gives you the capability to '''add''' more files to the '''source packet''' or, for multiple files to '''remove''' files if desired. Clicking the '''Add/Remove''' button accesses the '''Data source selection''' form as shown below:
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| − | <center>[[File:P70-3_0_1_1-70-(7)-07052019.png]]</center>
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| − | <!--<center>P70-3_0_1_1-70-(7)-07052019.png</center>-->
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| − | The '''Data source selection''' form displays the current '''source plan''' that was loaded with Microsoft Project '''source plan''' data when you clicked the '''OPP''' button on the '''desktop''' and selected the first '''source plans''' as described above. This form lets you '''Add''' more Microsoft Project '''source plan''' to create a multi-project chart or '''Remove''' a file from a multi-file '''source packet'''. These options are detailed below. When you click the '''Add''' button, '''OPP''' gives you the option to bring up a Windows '''Open''' form when you select the '''BROWSE FILES…''' option as shown here:
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| − | <center>[[File:P70-3_0_1_1-70-(8)-07052019.png]]</center>
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| − | <!--<center>P70-3_0_1_1-70-(8)-07052019.png</center>-->
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| − | Clicking the '''BROWSE FILES…''' option displays a Window’s '''Open''' form from which you can select a Microsoft Project '''source plans''' to add to the '''source packet'''. A sample '''Open''' form is shown below:
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| − | <center>[[File:P70-3_0_1_1-70-(9)-07052019.png]]</center>
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| − | <!--<center>P70-3_0_1_1-70-(9)-07052019.png</center>-->
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| − | When you select a desired Microsoft Project '''source plan''' and click the '''Open''' button as shown above, '''OPP''' '''adds''' the file to the '''source packet''' and displays it in the '''Data source selection''' window as shown below:
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| − | <center>[[File:P70-3_0_1_1-70-(10)-07052019.png]]</center>
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| − | <!--<center>P70-3_0_1_1-70-(10)-07052019.png</center>-->
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| − | The selected '''source plan''' is added to the '''source packet''' as shown above. '''OPP''' shows the path name of the '''source plans''' in the window if you hover the mouse over the '''source plan''' name. If you select a recently used file from the dropdown menu displayed with the '''Add''' button is clicked in the '''Data source selection''' form, '''OPP''' adds that '''source plan''' to the '''source packet'''.
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| − | ===Removing a Source Plan===
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| − | 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:
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| − | <center>[[File:P70-3_0_1_1-70-(11)-07052019.png]]</center>
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| − | <!--<center>P70-3_0_1_1-70-(11)-07052019.png</center>-->
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| − | <center>[[File:P70-3_0_1_1-70-(12)-07052019.png]]</center>
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| − | <!--<center>P70-3_0_1_1-70-(12)-07052019.png</center>-->
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| − | ===Other Choices to Make===
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| − | Moving on to the other sections of the '''OPC''' form, you are asked to confirm a few things before you build the chart. '''OPP''' makes good guesses for each of these choices, but you can change any of them:
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| − | <center>[[File:P70-3_0_1_1-70-(15)-07052019.png]]</center>
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| − | <!--<center>P70-3_0_1_1-70-(15)-07052019.png</center>-->
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| − | ====Starting Template====
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| − | The current '''Template Properties''' form determines which fields get imported from Microsoft Project and how the initial chart looks. '''OPP''' ships with many sample '''Template Properties''' forms, but you can also customize your own '''Template Properties''' forms. 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:
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| − | <center>[[File:P70-3_0_1_1-70-(15A)-07052019.png]]</center>
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| − | <!--<center>P70-3_0_1_1-70-(15A)-07052019.png</center>-->
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| − | For now, just stick with the default '''Template Properties''' form entitled '''Single Project Gantt View – Detailed''', but you can always use a different '''Template Properties''' form to get a different type of chart.
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| − | ====Title of the New Chart====
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| − | This is the title of the chart and also the suggested '''save''' name. You can change the '''source plan''' name when you save it. We recommend that you enter a title that helps you identify the chart later on as shown here:
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| − | <center>[[File:P70-3_0_1_1-70-(15B)-07052019.png]]</center>
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| − | <!--<center>P70-3_0_1_1-70-(15B)-07052019.png</center>-->
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| − | For each chart that 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. '''OPP''' also '''saves''' the '''path name''' associated with the '''save''' name ('''.TAM'''). '''Path names''' are not available in '''.TAMs''' produced with versions of '''OPP''' prior to version 6.0.
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| − | ====Task Selection====
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| − | This is how you tell '''OPP''' which tasks to import from your Microsoft Project '''source plan''' as indicated below:
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| − | <center>[[File:P70-3_0_1_1-70-(15C)-07052019.png]]</center>
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| − | <!--<center>P70-3_0_1_1-70-(15C)-07052019.png</center>-->
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| − | Either click the '''Select all tasks''' radio button to graph everything or choose a '''Flag''' field. You can make several charts from a single Microsoft Project '''source plan''', each using a different '''Flag''' or '''Number''' field. In '''OPP''' if no '''Flags''' are set to '''Yes''', '''OPP''' provides you with a warning message shown below:
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| − | <center>[[File:P70-3_0_1_1-70-(15D)-07052019.png]]</center>
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| − | <!--<center>P70-3_0_1_1-70-(15D)-07052019.png</center>-->
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| − | 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 new '''Conditional Import Filters''' feature as shown here:
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| − | <center>[[File:P70-3_0_1_1-70-(15E)-07052019.png]]</center>
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| − | <!--<center>P70-3_0_1_1-70-(15E)-07052019.png</center>-->
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| − | For more information, please see the article titled [[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70 -->
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| − | ====Snapshot Date====
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| − | This is the date of the report and lets you keep track of how schedules change over time. The snapshot date is set by default from your Microsoft Project '''source plan's''' Project Information tab's '''Current date'''. You can change the snapshot date by clicking on the dropdown button at the window shown in the illustration below:
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| − | <center>[[File:P70-3_0_1_1-70-(15F)-07052019.png]]</center>
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| − | <!--<center>P70-3_0_1_1-70-(15F)-07052019.png</center>-->
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| − | 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 Pro helps you track the progress of your project.
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| − | For more information, please see the articles at: [[Managing Chart Data for Version 7.0 | Managing Chart Data (Portal)]] <!--23.0.1-70 -->
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| − | ====Show Field Mappings====
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| − | 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 Microsoft Project '''field mappings''' to '''OPP''' before you make your first chart. To do this, click the '''Next>''' button as shown here:
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| − | <center>[[File:P70-3_0_1_1-70-(15G)-07052019.png]]</center>
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| − | <!--<center>P70-3_0_1_1-70-(15G)-07052019.png</center>-->
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| − | You now see the following form:
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| − | <center>[[File:P61-3_0_1_1-61-(16)-04302018.png]]</center>
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| − | <!--<center>P61-3_0_1_1-61-(16)-04302018.png</center>-->
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| − | Notice in the form above that '''OPP''' has relied on the current '''Template Properties''' form to make some guesses on what Microsoft Project fields should be used in making the graph. You can easily change any of these '''field mappings''' by making selections from the dropdown menus. For example, we show below how to change which '''Finish Date''' in Microsoft Project is used to create the chart's Finish Date:
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| − | <center>[[File:P61-3_0_1_1-61-(17)-04302018.png]]</center>
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| − | <!--<center>P61-3_0_1_1-61-(17)-04302018.png</center>-->
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| − | ===Making the Graph===
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| − | Once you are satisfied with the '''field mappings''', click the '''Create new chart''' button to import the desired Microsoft Project data and create a chart. After a second or two you see a screen that looks like this:
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| − | <center>[[File:P70-3_0_1_1-70-(18-1)-07052019.png]]</center>
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| − | <!--<center>P70-3_0_1_1-70-(18-1)-07052019.png</center>-->
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| − | Note that each task bar or milestone symbol was '''color''' coded based on the value in the '''Resource Names''' field. The '''Legend''' contains an optional diagram near the bottom explaining that the bars inside the task bars represent '''percent complete''' extracted from Microsoft Project. '''Percent complete''' comes from a Microsoft Project field that you specified in the '''field mappings''' form. Note that the current '''Template Properties''' form is the '''Template''' used by OnePager Pro to create the first chart and determines how your data looks in the new chart. The '''Template Properties''' form’s '''Task Bars''' tab showing where the '''color''' control is located is shown below:
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| − | <center>[[File:P70-3_0_1_1-70-(19-1)-09252020.png]]</center>
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| − | <!--<center>P70-3_0_1_1-70-(19-1)-09252020.png</center>-->
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| − | ===Copying the Chart to Microsoft PowerPoint===
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| − | OnePager 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 of the ribbon as shown below:
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| − | <center>[[File:P70-3_0_1_1-70-(37A)-07082019.png]]</center>
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| − | <!--<center>P70-3_0_1_1-70-(37A)-07052019.png</center>-->
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| − | Then launch Microsoft PowerPoint and paste the clipboard copy of the chart into a Microsoft PowerPoint slide, as shown below:
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| − |
| |
| − | <center>[[File:P61-3_0_1_1-61-(37)-05012018.png]]</center>
| |
| − | <!--<center>P61-3_0_1_1-61-(37)-05012018.png</center>-->
| |
| − |
| |
| − | That’s it! You’ve created a professional 1-page schedule summary from a complex Microsoft Project schedule and have copied it into a Microsoft PowerPoint presentation. You can also print the chart by selecting the '''Print''' button on the '''File''' tab. OnePager 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.
| |
| − |
| |
| − | To learn more about these features, read about the specific workflows in this Wiki at [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70 --> and [[Manual Editing for Version 7.0 (Portal) | Manual versus Data-Driven Editing (Portal)]] <!--9.0.1-70 -->
| |
| − |
| |
| − | ==Opening a Chart==
| |
| − |
| |
| − | The right-most button on the '''OPC''' form is the '''OPEN''' button. Clicking the '''OPEN''' button displays a dropdown menu which happens to be the same for the '''UPDATE''' buttons. The options in the dropdown are discussed below:
| |
| − |
| |
| − | <center>[[File:P70-3_0_1_1-70-(19A)-07052019.png]]</center>
| |
| − | <!--<center>P70-3_0_1_1-70-(19A)-07052019.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 '''OPP''' to display the selected chart in the '''Chart Editor'''. From this position, 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 '''OPP''' to load the associated '''.TAM''' into the '''Chart Editor''' where you can also '''edit''' the chart, save it, or share it with others.
| |
| − |
| |
| − | ==Replacing A Snapshot - Updating a Chart with Changes Made to the Microsoft Project Source Plan's Data==
| |
| − |
| |
| − | 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 a simple matter. Recall that '''OPP''' is active and the '''Chart Editor''' is displaying the current chart you want to update. Additionally, the Microsoft Project '''source plan''' and the application are active. The original chart looked like this:
| |
| − |
| |
| − | <center>[[File:P70-3_0_1_1-70-(18-1)-07052019.png]]</center>
| |
| − | <!--<center>P70-3_0_1_1-70-(18-1)-07052019.png</center>-->
| |
| − |
| |
| − | Since Microsoft Project is still an active program and the Microsoft Project '''source plan''' you are using is still being displayed, go back to the Microsoft Project application and change the '''Flag20''' field setting from '''No''' to '''Yes''' for the tasks you want to now display. A section of the Microsoft Project '''source plan''' where this is done is shown below:
| |
| − |
| |
| − | <center>[[File:P61-3_0_1-61-(19A)-10232017.png]]</center>
| |
| − | <!--<center>P61-3_0_1-61-(19A)-10232017.png</center>-->
| |
| − |
| |
| − | Once you’ve made the '''Flag20''' changes lines 8 through 15 in the Microsoft Project the '''source plan''' looks like this:
| |
| − |
| |
| − | <center>[[File:P61-3_0_1-61-(19B)-10232017.png]]</center>
| |
| − | <!--<center>P61-3_0_1-61-(19B)-10232017.png</center>-->
| |
| − |
| |
| − | With the Microsoft Project '''source plan''' updated, go back to '''OPP''' and navigate to the '''Data''' ribbon tool bar tab on the ribbon where you see several buttons. To '''update''' your chart to show the additional tasks from your Microsoft Project '''source plan'''. click the '''Replace Snapshot''' button as shown below:
| |
| − |
| |
| − | <center>[[File:P70-3_0_1_1-70-(19C)-07052019.png]]</center>
| |
| − | <!--<center>P70-3_0_1_1-70-(19C)-07052019.png</center>-->
| |
| − |
| |
| − | When you click the '''Replace Snapshot''' button, '''OPP''' goes back to the Microsoft Project '''source plan''' that you just changed, '''imports''' all the tasks that changed, and update your chart. At the conclusion of the operation, the updated chart looks like this:
| |
| − |
| |
| − | <center>[[File:P61-3_0_1_1-61-(19D)-04302018.png]]</center>
| |
| − | <!--<center>P61-3_0_1_1-61-(19D)-04302018.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. And, you can do this as many times as necessary until the chart is the way you need it. In addition to adding and removing rows by changing the Microsoft Project '''Flag20''' 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 in '''OPP''', OnePager saves the '''.TAM''' and '''saves''' the Microsoft Project '''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 - Pro'''.
| |
| − |
| |
| − | ==Adding a Snapshot - Adding to the Chart with Changes Made to the Microsoft Project Source Plan's Data==
| |
| − |
| |
| − | The power of '''OPP''' 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 Microsoft Project '''source plan''' was updated with '''actual start and finish, percent complete''', and other relevant data during the reporting interval, '''OPP''' can easily generate a new snapshot. Suppose we have the following chart created on 7/1/2019 and we want to create another graph from the updated Microsoft Project '''source plan''' on 8/1/2019.
| |
| − |
| |
| − | <center>[[File:P61-3_0_1_1-61-(20)-05012018.png]]</center>
| |
| − | <!--<center>P61-3_0_1_1-61-(20)-05012018.png</center>-->
| |
| − |
| |
| − | Before creating a new snapshot for 8/1/2019 as planned, we need to update the Microsoft Project '''source plan''' say by updating the '''Percent Complete''' for the ADONIS Subcontractor Selection task to 75%. When the '''source plan''' is updated with this revised information we can proceed. Launch '''OPP''' either from Microsoft Project ('''Add-in''') or from the '''Desktop icon''' and click the '''UPDATE''' button on the '''OnePager Pro Start''' form. Doing so accesses the following '''OnePager choices''' ('''OPC''') form shown here:
| |
| − |
| |
| − | <center>[[File:P61-3_0_1_1-61-(20A)-05012018.png]]</center>
| |
| − | <!--<center>P61-3_0_1_1-61-(20A)-05012018.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.
| |
| − |
| |
| − | <center>[[File:P61-3_0_1_1-61-(20B)-05012018.png]]</center>
| |
| − | <!--<center>P61-3_0_1_1-61-(20B)-05012018.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:
| |
| − |
| |
| − | <center>[[File:P61-3_0_1_1-61-(20C)-05012018.png]]</center>
| |
| − | <!--<center>P61-3_0_1_1-61-(20C)-05012018.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:P60-3_0_1-60-(26)-01252017.png]]</center>
| |
| − | <!--<center>P60-3_0_1-60-(26)-01252017.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:P61-3_0_1_1-61-(20D)-05012018.png]]</center>
| |
| − | <!--<center>P61-3_0_1_1-61-(20D)-05012018.png</center>-->
| |
| − |
| |
| − | You can go back and forth between the two snapshots by using the '''snapshot forward/backward''' buttons on the '''View''' tab as shown below:
| |
| − |
| |
| − | <center>[[File:P70-3_0_1_1-70-(20E)-07052019.png]]</center>
| |
| − | <!--<center>P70-3_0_1_1-70-(20E)-07052019.png</center>-->
| |
| − |
| |
| − | ==Editing the Chart==
| |
| − |
| |
| − | ===Editing Task Bar Name Label Font Sizes===
| |
| − |
| |
| − | You can always '''edit''' the '''font sizes''' and '''label positions''' on task bars 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:P61-3_0_1_1-61-(29)-05012018.png]]</center>
| |
| − | <!--<center>P61-3_0_1_1-61-(29)-05012018.png</center>-->
| |
| − |
| |
| − | When you release the mouse, the enclosed task bars or milestone symbols are all be selected:
| |
| − |
| |
| − | <center>[[File:P61-3_0_1_1-61-(30)-05012018.png]]</center>
| |
| − | <!--<center>P61-3_0_1_1-61-(30)-05012018.png</center>-->
| |
| − |
| |
| − | Click the '''Increase Font Size''' button on the '''Home''' ribbon tool bar tab shown below:
| |
| − |
| |
| − | <center>[[File:P70-3_0_1_1-70-(31)-07082019.png]]</center>
| |
| − | <!--<center>P70-3_0_1_1-70-(31)-07082019.png</center>-->
| |
| − |
| |
| − | The chart now looks something like this:
| |
| − |
| |
| − | <center>[[File:P61-3_0_1_1-61-(32)-05012018.png]]</center>
| |
| − | <!--<center>P61-3_0_1_1-61-(32)-05012018.png</center>-->
| |
| − |
| |
| − | Repeating this operation for the remaining task bars or milestone symbols (we could have done '''Select All''' and done it all at once!), we obtain a chart with larger fonts on all the task bars and milestone symbols:
| |
| − |
| |
| − | <center>[[File:P70-3_0_1_1-70-(33)-07082019.png]]</center>
| |
| − | <!--<center>P70-3_0_1_1-70-(33)-07082019.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 a positions elsewhere around or on the task bar or milestone symbol. 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:P70-3_0_1_1-70-(34)-04292020.png]]</center>
| |
| − | <!--<center>P70-3_0_1_1-70-(34)-04292020.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 or milestone symbol as shown here:
| |
| − |
| |
| − | <center>[[File:P70-3_0_1_1-70-(34A)-07082019.png]]</center>
| |
| − | <!--<center>P70-3_0_1_1-70-(34A)-07082019.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 tool bar. Successive clicking the '''UNDO''' button undoes '''editing''' actions in the reverse order that they were applied.
| |
| − |
| |
| − | <center>[[File:P70-3_0_1_1-70-(35)-04292020.png]]</center>
| |
| − | <!--<center>P70-3_0_1_1-70-(35)-04292929.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, '''label-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/milestone symbols and '''text labels''' are covered in more detail at: [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
| |
| − |
| |
| − | Additionally, you can add task bar/milestone symbol information related to each task bar/milestone symbol 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 axes''' at the top, bottom, and within the '''graph'''. Further, you are able to '''edit''' task bar/milestone symbol '''shapes''', you have at your disposal controls for '''editing''' '''rows/swimlanes''', '''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: [[OnePager Version 7.0#Ways to Make Changes to Your Chart | Ways to Make Changes to Your Chart]] <!--0.04-70 -->
| |
| − |
| |
| − | ==Enhanced Capabilities Provided in OnePager Pro Version 7.0==
| |
| − |
| |
| − | ===Multiple Swimlane Levels===
| |
| − |
| |
| − | Previous versions of OnePager Pro and Express supported one level of '''swimlanes''' which allowed you to group '''rows''' together based on a particular '''source plan''' data field and its values. OnePager Pro and Express version 7.0 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:
| |
| − |
| |
| − | <center>[[File:P70-0_4-70-(20)-03102020.png]]</center>
| |
| − | <!--<center>P70-0_4-70-(20)-03102020.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:
| |
| − |
| |
| − | <center>[[File:P70-0_4-70-(21-1)-08282020.png]]</center>
| |
| − | <!--<center>P70-0_4-70-(21-1)-08282020.png</center>-->
| |
| − |
| |
| − | 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:
| |
| − |
| |
| − | <center>
| |
| | {| class="wikitable" | | {| class="wikitable" |
| − | | [[Using Rows and Swimlanes for OnePager Version 7.0 | Using Rows and Swimlanes]] <!--4.0.1.5-70 --> | + | | [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72 |
| | + | | [[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 |
| | |- | | |- |
| − | | [[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70 --> | + | | [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72 |
| − | |} | + | | [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72 |
| − | </center>
| + | |- |
| | + | | [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72 |
| | + | | [[Template Only Features for Primavera P6 Source Plans in OnePager Version 7.2 | Template Only Features for Primavera P6 Source Plans in OnePager]] 24.2.2-72 |
| | + | |- |
| | + | | [[Template Only Features for Smartsheet Source Plans in OnePager Version 7.2 | Template Only Features for Smartsheet Source Plans in OnePager]] 24.2.3-72 |
| | + | | [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] 24.4.1-72 |
| | + | |- |
| | + | | [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for 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 Smartsheet Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] 24.5.3-72 |
| | + | | [[Splitting and Parsing Columns for Project for the Web Source Plans for Version 7.2 | Splitting and Parsing Columns for Project for the Web Source Plans]] 24.5.5-72 |
| | + | |- |
| | + | | [[Splitting and Parsing Columns for Planisware Enterprise Source Plans for Version 7.2 | Splitting and Parsing Columns for Planisware Enterprise Source Plans]] 24.5.7-72 |
| | + | | [[Splitting and Parsing Columns for Wrike in OnePager Version 7.2 | Splitting and Parsing Columns for Wrike in OnePager]] 24.5.11-72 |
| | + | |} |
| | | | |
| − | ===Displaying Data-Driven Task Links===
| + | (24.5.9-72) |
| | | | |
| − | OnePager Pro 7.0 is enhanced to assist you with displaying Microsoft Project '''Predecessor''' fields in your chart. Typically, this feature is turned '''OFF''' in all '''Template Properties''' forms distributed with OnePager. 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:
| + | [[Category:Version 7.2]] |
| − | | + | [[Category:Editing the Chart]] |
| − | <center>[[File:P70-3_0_1_1-70-(38-1)-09252020.png]]</center>
| + | [[Category:Task/Milestone Editing]] |
| − | <!--<center>P70-3_0_1_1-70-(38-1)-09252020.png</center>-->
| + | [[Category:Column Splitting]] |
| − | | + | |
| − | With the '''Import predecessors''' checkbox checked '''ON''' in the '''Template Properties''' form, the chart first created looks like this:
| + | |
| − | | + | |
| − | <center>[[File:P70-3_0_1_1-70-(39)-07082019.png]]</center>
| + | |
| − | <!--<center>P70-3_0_1_1-70-(39)-07082019.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:
| + | |
| − | | + | |
| − | <center>[[File:P70-3_0_1_1-70-(40-1)-09252020.png]]</center>
| + | |
| − | <!--<center>P70-3_0_1_1-70-(40-1)-09252020.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 Pro 7.0 continues to support manual '''Task Links''' which in previous OnePager Pro versions were called '''Event Links'''. The OnePager version 7.0 '''Data-Driven Task Links''' feature is flexible and powerful.
| + | |
| − | | + | |
| − | More details are provided in the series of articles at: [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.0 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-70 -->
| + | |
| − | | + | |
| − | ===Editing the Time Axis===
| + | |
| − | | + | |
| − | OnePager Pro is 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:P70-3_0_1_1-70-(41)-07082019.png]]</center>
| + | |
| − | <!--<center>P70-3_0_1_1-70-(41)-07082019.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 7.0 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-70 -->
| + | |
| − | | + | |
| − | ==Related Links==
| + | |
| − | | + | |
| − | [[What's New with OnePager Release 7.0?]] <!--0.4-70 -->
| + | |
| − | | + | |
| − | [[Getting Started with OnePager Pro Version 7.0 Add-in | Getting Started with OnePager Pro Add-in]] <!--3.0.1.1-70 -->
| + | |
| − | | + | |
| − | [[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70 -->
| + | |
| − | | + | |
| − | [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70 -->
| + | |
| − | | + | |
| − | [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70 -->
| + | |
| − | | + | |
| − | [[Using Rows and Swimlanes for OnePager Version 7.0 | Using Rows and Swimlanes]] <!--4.0.1.5-70 -->
| + | |
| − | | + | |
| − | [[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70 -->
| + | |
| − | | + | |
| − | [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.0 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-70 -->
| + | |
| − | | + | |
| − | [[Modifying the Time Axis for Version 7.0 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-70 -->
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| − | | + | |
| − | [[Managing Chart Data for Version 7.0 | Managing Chart Data (Portal)]] <!--23.0.1-70 -->
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| − | [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70 -->
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| − | (3.0.1.2-70)
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| − | [[Category:Version 7.0]]
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| − | [[Category:Getting Started with Version 7.0]]
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| − | [[Category:Desktop]]
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| − | [[Category:Launching From Microsoft Project]]
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| − | [[Category:OnePager Choices Form]]
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| − | [[Category:Snapshots]] | + | |
| | [[Category:Charts]] | | [[Category:Charts]] |
| − | [[Category:Templates]]
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| − | [[Category:Editing the Chart]]
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| − | [[Category:Sharing Output]]
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| | [[Category:Task Links]] | | [[Category:Task Links]] |
| − | [[Category:Time Axis]] | + | [[Category:Ribbon]] |
| − | [[Category:Multiple Swimlane Levels]] | + | [[Category:Snapshots]] |
| − | [[Category:OnePager - Tool Bar]] | + | [[Category:Template Properties Form]] |
| − | [[Category:Help]] | + | [[Category:Chart Properties Form]] |
| − | [[Category:OnePager Pro]] | + | [[Category:Asana]] |
| | + | [[Category:OnePager Bundle]] |
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