Difference between revisions of "Testing Article1"

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==Overview==
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==Introduction==
  
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1) OnePager Pro is capable of '''importing''' separate '''source plans''' to create a '''multi-project''' chart from individual '''source plans'''.
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This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
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2) In the article at: [[Making Multi-Project Charts from MS Project Integrated Master Schedules for Version 7.0 | Making Multi-Project Charts from MS Project Integrated Master Schedules]], <!--8.1.1-70--> the Microsoft Project '''Integrated Master Schedule''' feature is used to construct a '''multi-project source plan''' from which OnePager Pro ('''OPP''') created a '''multi-project''' chart.
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==About Splitting and Parsing Fields==
  
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3) Suppose you want to build a '''multi-project''' chart without first creating a Microsoft Project '''Integrated Master Schedule''' ('''IMS''').   
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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.   
  
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4) To illustrate an approach to do this, we’ll use the OnePager Pro ('''OPP''') '''Add-in''' application following the steps described in the remainder of this article.
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===Split Resource Names Example===
  
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==Setting Up Steps==
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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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===Settings for Microsoft Project===
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<center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center>
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<center>P72-24_5_3-72-(1)-11022023.png</center>
  
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1) OnePager Pro ('''OPP''') uses the '''labels''' of the '''project-summary task''' to identify each project in a '''multi-project''' chart.
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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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2) OnePager does not use the Microsoft Project '''source plan file name''' to identify projects.  
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<center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center>
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<center>P72-24_5_3-72-(5)-11272023.png</center>
  
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3) If you want to display the '''project summary task''' at the top of a Microsoft Project file, go to the '''File''' tab on Microsoft Project’s ribbon tool bar.  
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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.
  
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4)Then navigate to '''Options''' tab and once there, to the '''Advanced''' tab and check the checkbox '''ON''' that is shown below:
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===Enabling Splitting===
  
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<center>[[File:P70-8_2_1-70-(0)-08282019.png]]</center>
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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:
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<!--<center>P70-8_2_1-70-(0)-08282019.png</center>-->
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5) When you are using the '''Pull''' operation workflow to create a '''multi-project''' chart, the setting above on the Microsoft Project’s '''Project Options''' page must be set '''before''' the first designated Microsoft Project '''source plan''' is '''pulled in''' and must stay set for all subsequent '''source plan Pull''' operations.  
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<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
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<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
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6) This is because, although Microsoft Project, as an application, does not appear on your screen anytime during the '''Pull''' operation, nevertheless, it is launched by '''OPP''' and operates on the designated files before '''OPP''' processes them.
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When you click the '''Next>''' button at the bottom of the form, OnePager accesses the second page of the '''OnePager choices''' form shown below:
  
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7) The setting for Microsoft Project discussed above does not need to be switched '''ON''' when '''Push''' operational workflows are being used.
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<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
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<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
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===Predatory Steps===
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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:
  
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8) Before proceeding with the construction of a OnePager Pro '''multi-project''' chart, the first step is to assure that the '''Template Properties''' form used is for '''Single Project Gantt Chart - Detailed'''.
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<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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9) This is because OnePager Pro is going to '''import''' two or more '''source plans''' and use them to construct the desired chart.
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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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10) Further, since each Microsoft Project '''source plan''' contains its own '''UniqueID''' sequence and since these '''UniqueID''' values may be duplicates from one '''source plan''' to the next, we need to make OnePager Pro aware that it must '''safely combine tasks from different source plans'''.
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===Split Resources in the Chart===
  
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11) These steps are described below:
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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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===Modifying the OnePager Pro Template Properties Form for Creating Multi-Project Charts===
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<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2)-11022023.png</center>
  
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12) Launch Microsoft Project and navigate to the '''Add-ins''' tab on the Microsoft Project ribbon tool bar.
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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'''.
  
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13) Click the '''Template''' button which accesses the current '''Template Properties''' form.
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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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14) Assure that the '''Template Properties''' form type is '''Single Project Gantt Chart - Detailed''' or a '''Template Properties''' form of your own that is '''equivalent''' as used in this example shown below:
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==Splitting Resources and Task Links==
  
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<center>[[File:P70-8_2_1-(1)-05132020.png]]</center>
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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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<!--<center>P70-8_2_1-(1)-05132020.png</center>-->
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15) At the '''Advanced''' tab, check the '''Safely combine tasks from different files''' checkbox '''ON''' as shown above. 
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16) This setting allows you to '''import multiple''' standalone Microsoft Project '''source plans'''. 
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17) If you do not check this checkbox '''ON''', OnePager may confuse tasks from one Microsoft Project '''source plan''' with tasks from another when the tasks have the same '''UniqueID'''.
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===Making Adjustments to Rows and Swimlanes===
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18) With the '''Template Properties''' form used previously, go to the '''Template Properties''' form’s '''Rows/Swimlanes''' tab shown below.
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19) Ensure that you are '''grouping''' and '''labeling''' the '''swimlane level''' by the '''Project Name'''.
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20) This step is optional, it is strongly recommended.
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<center>[[File:P70-8_2_1-(2)-05132020.png]]</center>
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<!--<center>P70-8_2_1-(2)-05132020.png</center>-->
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21) Now click the '''Save and use''' or '''Use''' button to make this '''Template Properties''' form the current '''Template Properties''' form to support creating a '''multi-project''' chart.
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22) Once you’ve '''saved''' the '''Template Properties''' form, the next series of steps below involve accessing the separate Microsoft Project '''source plans''' that we intend to use for our '''multi-project''' chart.
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===Load the First Microsoft Project Source Plan===
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23) With Microsoft Project already launched, use the '''Files''' controls in Microsoft Project to load the first Microsoft Project '''source plan''' as shown here:
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<center>[[File:P70-8_2_1-(3)-05132020.png]]</center>
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<!--<center>P70-8_2_1-(3)-05132020.png</center>-->
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24) When you click the '''Open''' button on the form above, Microsoft Project loads the '''source plan''' in the normal manner.
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25)  With the '''first source plan''' loaded, navigate to the Microsoft Project '''Add-ins''' tab and click the '''OnePager Pro''' button to launch OnePager and access the '''OnePager Start''' form.
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26) Now click the '''NEW''' button on the '''OnePager Start''' form to access the OnePager choices ('''OPC''') form as shown here: 
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<center>[[File:P70-8_2_1-70-(4)-08282019.png]]</center>
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<!--<center>P70-8_2_1-70-(4)-08282019.png</center>-->
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27) In the illustration above, OnePager Pro already knows the '''name''' of the '''first source plan'''.
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28) Complete the remainder of the fields in the '''OPC''' form such as the '''Title of New Chart''' and the '''Snapshot Date''' if applicable.
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29) To add the remaining two (2) '''source plans''' used in this example, it is necessary to create a '''source package''' assuring that all three '''source plans''' are included.
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30) To do this click on the '''Add/Remove''' button near the top of the '''OPC''' form. 
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31) This action accesses the '''Data source selection''' form where the '''first source plan''' is already present in the grid as shown below:
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<center>[[File:P70-8_2_1-70-(5)-08282019.png]]</center>
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<!--<center>P70-8_2_1-70-(5)-08282019.png</center>-->
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===Add the Second Microsoft Project Source Plan to the Source Packet===
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32) Using the '''Data source selection''' form, click the '''Add''' button in the form which gives you the option to select a '''recently used source plan''' or to '''BROWSE...'''.
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33) Select the '''BROWSE...''' option so that you can select the '''second source plan''' for the multi-project''' chart being created.
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34) Click on the desired '''second source plan''' as shown below and click the '''Open''' button on the form.
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<center>[[File:P70-8_2_1-(6)-05132020.png]]</center>
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<!--<center>P70-8_2_1-(6)-05132020.png</center>-->
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35) This action '''adds''' the '''second source plan''' to the '''source packet''' as shown below in the '''Data source selection''' form after the operation is complete.
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<center>[[File:P70-8_2_1-70-(7)-08282019.png]]</center>
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<!--<center>P70-8_2_1-70-(7)-08282019.png</center>-->
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===Add the Third Microsoft Project Source Plan to the Source Packet===
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36) Repeat this exact same process to '''add''' the '''third source plan''' to the '''source packet'''.
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37) At the completion of that step the '''Data source selection''' form looks like this:
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<center>[[File:P70-8_2_1-70-(8)-08282019.png]]</center>
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<!--<center>P70-8_2_1-70-(8)-08282019.png</center>-->
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38) When the '''OK''' button on the '''Data source selection''' form is clicked, the '''OPC''' form is '''updated''' to show that three '''source plans''' are included in the '''source packet''' as shown below:
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<center>[[File:P70-8_2_1-70-(9)-08282019.png]]</center>
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<!--<center>P70-8_2_1-70-(9)-08282019.png</center>-->
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===Create the Multi-Project Chart===
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39) Now, go ahead and click the '''Create the new chart''' button on the '''OPC''' form and the resulting chart looks like this:
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<center>[[File:P70-8_2_1-70-(10)-08282019.png]]</center>
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<!--<center>P70-8_2_1-70-(10)-08282019.png</center>-->
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==Updating Charts Created from Separate Microsoft Project Plans==
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1) Eventually there is a need to '''update''' your '''multi-project''' chart by either '''adding''' a snapshot or '''replacing''' a snapshot with '''updated''' data.   
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2) To perform either the '''add''' or the '''replace''' snapshot operation, the processes described in the article at: [[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70-->
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3) The key to '''updating multi-project''' charts is the proper management of the '''source packet'''. 
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4) Recall that the '''source packet''' contains the file or files that are to be used to either create or '''update''' a chart. 
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5) They are stored as '''file names''' and '''path names''' in the chart’s '''.TAM''' file and can be accessed from the OnePager '''Data''' ribbon tool bar tab’s '''Selected file(s)''' button as shown below:
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<center>[[File:P70-8_2_1-70-(11)-08282019.png]]</center>
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<!--<center>P70-8_2_1-70-(11)-08282019.png</center>-->
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6) Validating the contents of the '''source packet''' and assuring that these are the Microsoft Project '''source plans''' to '''update''' is an essential step before proceeding to perform a '''multi-project'''chart '''update'''.
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==Related Links==
 
==Related Links==
  
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[[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] <!--7.13.1-70-->
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{| class="wikitable"
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| [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
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[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70-->
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| [[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
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|-
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[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70-->
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| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
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| [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72
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[[Making Multi-Project Charts from MS Project Integrated Master Schedules for Version 7.0 | Making Multi-Project Charts from MS Project Integrated Master Schedules]] <!--8.1.1-70-->
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|-
 +
| [[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
 +
|}
  
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(8.2.1-70)
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(24.5.9-72)
  
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[[Category:Version 7.0]]
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[[Category:Version 7.2]]
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[[Category:Desktop]]
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[[Category:Editing the Chart]]
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[[Category:Basic Workflows]]
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[[Category:Task/Milestone Editing]]
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[[Category:Multi-Project Formats]]
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[[Category:Column Splitting]]
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[[Category:Templates]]
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[[Category:Conditional Import Filters]]
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[[Category:OnePager Choices Form]]
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[[Category:Charts]]
 
[[Category:Charts]]
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[[Category:Sharing Output]]
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[[Category:Task Links]]
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[[Category:Microsoft Project]]
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[[Category:Ribbon]]
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[[Category:OnePager Pro]]
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[[Category:Snapshots]]
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[[Category:Template Properties Form]]
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[[Category:Chart Properties Form]]
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[[Category:Asana]]
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[[Category:OnePager Bundle]]

Latest revision as of 20:52, 27 November 2023

Introduction

This article is focused on using the Column Splitting feature with OnePager Bundle Standalone and imported Asana source plans.

About Splitting and Parsing Fields

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.

Split Resource Names Example

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:

P72-24 5 3-72-(1)-11022023.png
P72-24_5_3-72-(1)-11022023.png

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:

P72-24 5 3-72-(5)-11272023.png
P72-24_5_3-72-(5)-11272023.png

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.

Enabling Splitting

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:

P72-24 5 3-72-(2A)-11022023.png
P72-24_5_3-72-(2A)-11022023.png

When you click the Next> button at the bottom of the form, OnePager accesses the second page of the OnePager choices form shown below:

P72-24 5 3-72-(2AA)-11022023.png
P72-24_5_3-72-(2AA)-11022023.png

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:

P72-24 5 3-72-(2AAA)-11022023.png
P72-24_5_3-72-(2AAA)-11022023.png

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.

Split Resources in the Chart

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:

P72-24 5 3-72-(2)-11022023.png
P72-24_5_3-72-(2)-11022023.png

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.

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.

Splitting Resources and Task Links

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.

Related Links

Templates versus Charts 4.0.1.3-72 Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-72
Editing with the Chart Properties form (Portal) 21.0.1-72 Template Only Features for OnePager Pro 24.1.1-72
Template Only Features for OnePager Express 24.2.1-72 Template Only Features for Primavera P6 Source Plans in OnePager 24.2.2-72
Template Only Features for Smartsheet Source Plans in OnePager 24.2.3-72 Splitting and Parsing Fields for OnePager Pro 24.4.1-72
Splitting and Parsing Fields for OnePager Express 24.5.1-72 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 24.5.3-72 Splitting and Parsing Columns for Project for the Web Source Plans 24.5.5-72
Splitting and Parsing Columns for Planisware Enterprise Source Plans 24.5.7-72 Splitting and Parsing Columns for Wrike in OnePager 24.5.11-72

(24.5.9-72)

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