Difference between revisions of "Testing Article1"

From OnePager Documentation
Jump to: navigation, search
(Split Resources in the Chart)
 
(626 intermediate revisions by 2 users not shown)
Line 1: Line 1:
==Overview==
+
==Introduction==
  
'''OPP Desktop''' can connect to '''cloud''' resident databases so that charts and snapshots can be created directly from these '''source plans'''.  The OnePager Pro '''Desktop''' operates the same in all modes (i.e., '''NEW, UPDATE, and OPEN''') when '''source plans''' are accessed from Microsoft Project Server or Project Online '''accounts''' as when '''source plan''' data are resident on your computer.  When you intend to use Microsoft Project '''source plans''' that are resident in the '''cloud''' along with '''OPP Desktop''', we recommend that you access your '''source plans''' using Microsoft Project Professional rather than through '''OPP Desktop'''.  By doing so, '''OPP''' supports access to multiple '''accounts''', searches of online databases for specific Gantt chart '''source plans''', and online security protocols.  With this access, you are able to  '''Pull''' Microsoft Project '''source plans''' from the '''cloud''' and use the '''OPP Add-in and Desktop''' applications to '''create''', '''update''', and '''open''' charts.
+
This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
For more information on '''Pull Operations''', please see the articles at: [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
+
==About Splitting and Parsing Fields==
  
==General Cautions==
+
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. 
  
'''OPP Desktop''' supports accessing '''cloud''' resident '''source plans''' without the assistance of Microsoft Project Professional.  Additionally, '''OPP Desktop''' can '''create''', '''update''', and '''open multi-project''' charts from '''source packages''' consisting of more than one Microsoft Project '''source plan'''.
+
===Split Resource Names Example===
 
+
For more information on '''Creating multiple charts''', please see the article at: [[Creating Various Multi-Charts with OnePager Pro and Express for Version 7.0 (Portal) | Creating Various Multi-Charts with OnePager Pro and Express (Portal)]] <!--8.0.1-70-->
+
  
As a caution, however, due to technical differences between Microsoft Project '''source plans''' resident on your computer and those that are '''cloud''' resident (i.e., Microsoft Project Server or Project Online), we do not recommend mixing '''source plans''' from different '''media''' (i.e., your computer and the '''cloud'''). As a protection, '''OPP Desktop''' prohibit, to the extent possible, the combination of '''source plans''' from differing '''media''' from being incorporated into a single '''source package''' for the purpose of creating a '''NEW''' chart or for '''UPDATING''' an existing chart.
+
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:
  
If you are '''UPDATING''' and previously set the '''Server method''' in the '''Template Properties''' or '''Chart Properties''' form's '''Advanced''' tab to '''Connect directly to Server''', you should access the '''Chart Properties''' form and change the '''Server method''' setting to '''Use MS Project Professional''' if you want to use Microsoft Project to access the source data.
+
<center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(1)-11022023.png</center>
  
Please keep these '''cautions''' in mind when constructing '''source packages''' for '''OPP Add-in'''.
+
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:
  
==Getting Started==
+
<center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center>
 +
<center>P72-24_5_3-72-(5)-11272023.png</center>
  
===Launch OnePager Pro Desktop===
+
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.
  
Launch the '''OPP Desktop''' application. Then, click the '''NEW''' button on the '''OnePager Pro Start''' form as shown below:
+
===Enabling Splitting===
  
<center>[[File:P70-8_5_1_2-70-(1)-09052019.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>P70-8_5_1_2-70-(1)-09052019.png</center>-->
+
  
When the OnePager choices '''(OPC''') form appears, click the '''Select''' button which accesses a dropdown menu. Then, click the '''BROWSE Project Server…''' option as shown below:
+
<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
<center>[[File:P70-8_5_1_2-70-(2)-09052019.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>P70-8_5_1_2-70-(2)-09052019.png</center>-->
+
  
===Logging-in to Your Project Server Account===
+
<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
The previous action accesses the '''Account Information for Data Source''' form, shown below. Use the form to connect to your Microsoft Project Server account.
+
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>[[File:P70-8_5_1_2-70-(3)-09052019.png]]</center>
+
<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
<!--<center>P70-8_5_1_2-70-(3)-09052019.png</center>-->
+
<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
The function of three (3) of the five (5) fill-in windows and the checkbox are mostly self-explanatory, however, more details are provided below:
+
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.
  
====Save Password====
+
===Split Resources in the Chart===
  
A few comments are in order related to the '''Save Password''' checkbox.  When this checkbox is checked '''ON''', OnePager encrypts and remembers the password you provide. Essentially, checking this checkbox '''ON''' gives OnePager Pro permission to store your credentials. The information is used to automatically connect to the same Microsoft Project Server account in the future if you make reference to its projects. If the '''Save Password''' checkbox is not checked '''OFF''', you need to fill in the password form each time you want access one of its projects. If you previously logged into a Microsoft Project Server account via Microsoft Project Professional and gave Windows permission to remember your credentials, OnePager does not even need to know your '''user name''' and '''password'''. It can login using the Windows credentials stored on your computer for that URL. For more information go to the Windows Control Panel\User Accounts and Family Safety\Credential Manager.
+
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:
  
At the present time, whenever you upgrade your version of '''OPP''' on your local computer, the '''OPP''' database is purged of all data associated with Microsoft Project Server or Project Online credentials.
+
<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2)-11022023.png</center>
  
For login actions to get to Enterprise Custom Fields see the article at: [[Using Enterprise Custom Fields from Microsoft Project for OnePager Pro for Version 7.0 | Using Enterprise Custom Fields from Microsoft Project for OnePager Pro]] <!--24.3.1-70-->
+
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'''.
  
====Account Nickname====
+
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'''.
  
The '''Account Nickname''' can be anything you want.  It starts out as something constructed from the URL, but that is just a suggested default value for the '''nickname'''.  You should choose an '''Account Nickname''' makes it easy to tell different accounts apart. OnePager Pro keeps track of all '''accounts''' (set of '''account parameters and credentials''') that you create and lets you give the '''account credentials''' a '''custom name''' or '''Nickname'''. If you don't give a '''new account''' a '''custom name''', OnePager Pro numbers the '''accounts''' and caches them for you.  The '''custom names''' that are cached by OnePager Pro are provided to you in the '''Choose what to import''' form's '''Select Account''' dropdown list shown below where you have the option to '''Edit''', '''Delete''', or to '''Add''' an additional '''Account'''. Once the fields are filled in, click the '''OK''' button to go to the next form where you click the '''Connect''' button.
+
==Splitting Resources and Task Links==
  
===Selecting a Project or Projects from Your Project Server Account===
+
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.
  
Clicking the '''OK''' button on the form above accesses the '''Choose what to import''' form shown below:
+
==Related Links==
  
<center>[[File:P70-8_5_1_2-70-(4)-09052019.png]]</center>
 
<!--<center>P70-8_5_1_2-70-(4)-09052019.png</center>-->
 
 
The '''Select Account''' control group of the form, as mentioned above, contains a list of previously cached '''account names'''. Use the dropdown list to select the '''account''' you wish to access. You can also '''Edit''' the selected '''account name''', '''Delete''' it from the dropdown list, or '''Add''' a new '''account name'''. Clicking the '''Edit''' button accesses the '''Account Information Data Source''' form for the selected '''account''' containing the associated '''account parameters and credentials''' when can then be '''edited'''. Clicking the '''Delete''' button immediate removes the selected '''account''' from the dropdown list. Clicking the '''Add''' button accesses a '''blank''' '''Account Information Data Source''' form that is ready to be filled in with information to create a '''new account'''.
 
 
The form above allows you to establish  Microsoft Project Server account connections, perform '''edits''' on the account log-in information, and delete accounts.  Once connected, the form provides a scrollable space to display the projects in the account and a '''filtering''' mechanism to assist in searches.
 
 
The '''OPP Desktop''' application does not let you mix ordinary projects (e.g., non-Project Server files) with server-based project.  It never gives you the option to add a server object to the ordinary projects that are already in your '''source packet'''.  If, however, you delete all the projects from the '''source packet''', it gives you the option to add either type of project (i.e., ordinary or server-based) to the empty '''source packet'''.
 
 
===Using the Automatically Connect Checkbox===
 
 
If you plan to ultimately select several projects to create a '''multi-project''' chart, we recommend that you check the '''Automatically connect''' checkbox before clicking on the '''Connect''' button as described below.  As a warning, be advised that once the '''Automatically connect''' checkbox is checked '''ON''', this checkbox must be unchecked in order to disconnect from your Microsoft Project Server account with the '''Disconnect''' button.  Checking the '''Automatically connect''' checkbox automatically logs in to the selected account every time you open the form.
 
 
===Connecting to your Project Server Account Projects===
 
 
When you click the '''Connect''' button in the '''Connect to Source''' group, the form displays the project information available at the site and looks something like this:
 
 
<center>[[File:P70-8_5_1_2-70-(5-1)-09052019.png]]</center>
 
<!--<center>P70-8_5_1_2-70-(5-1)-09052019.png</center>-->
 
 
There are three groups of controls in the '''Choose what to import''' form:
 
 
====Select Account====
 
 
The left-most field contains the '''Account Nickname''' you gave the account and has a dropdown menu so that, if you have several accounts available, you can select among them. Clicking the '''Add''' button accesses the '''Account Information for Data Source''' form allowing you to enter another set containing a URL, User name, Password, and '''Account Nickname'''. Clicking the '''Edit''' button accesses the '''Account Information for Data Source''' form containing the information for the '''Account Nickname''' in the window at the left.  With this form available, you can '''edit''' the data and '''save''' it when you click the '''OK''' button. Clicking the '''Delete''' button '''deletes''' the '''account information''' for the '''Account Nickname''' displayed in the window to the left.  The '''account''' itself is not '''deleted'''.
 
 
====Connect to Source====
 
 
The '''Connect''' and '''Disconnect''' buttons allow you to make the connection or break it.  When the '''Connect''' button is clicked, OnePager displays a message providing you with the status of the connect operation.  When the connection is made a '''green dot''' appears to the right with a tag stating '''Connected'''.  If the attempt to connect fails, a '''red dot''' with the tag of '''Not Connected''' appears.  Additionally, one of the following error messages appears in red in the '''Connect to Source''' group of the form:
 
 
<center>
 
 
{| class="wikitable"
 
{| class="wikitable"
! style="text-align: center; font-weight: bold;" | Message
+
| [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
! style="font-weight: bold;" | Meaning
+
| [[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
 
|-
 
|-
|
+
| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
'''Need login account'''
+
| [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72
|
+
Cannot login because user has not created a login account.&nbsp; Press the Add button to create an account.&nbsp;&nbsp; If the Add button is not showing, press the Change button first.
+
 
|-
 
|-
|
+
| [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72
'''Unable to connect'''
+
| [[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
|
+
OnePager could not connect to the server using the specified account.
+
|}
+
</center>
+
 
+
Clicking the '''Disconnect''' button immediately '''disconnects''' Microsoft Project Server and '''OPP''' from the account.  The form does not '''close''' and a '''red dot''' with the tag '''Disconnected''' appears. If you do not click the '''Disconnect''' button before exiting '''OPP Desktop''', the connection is terminated '''OPP Desktop''' is '''closed'''.  As mentioned above, in the '''Save Password''' group, '''OPP''' remembers your login information in encrypted form if the '''Save Password''' check box is checked for the account. Checking the '''Automatically connect''' checkbox '''ON''' tells '''OPP''' to keep the connection to the URL displayed in the '''Select Account''' window active until the '''Disconnect''' button is clicked.
+
 
+
====Choose Projects====
+
 
+
This group on the form displays the list of files available for '''import''' from the designated Microsoft Project Server account.  You have some options available when searching the projects to '''import'''. '''Scroll-Down the List'''.  Scroll down the list until you find the project or projects to import.  Select the project or projects desired by clicking on them.  Click the '''OK''' button at the bottom of the form.
+
 
+
<center>[[File:P70-8_5_1_2-70-(6)-09052019.png]]</center>
+
<!--<center>P70-8_5_1_2-70-(6)-09052019.png</center>-->
+
 
+
'''Use the Filter'''.  You can '''filter''' through the projects by placing '''filter text''' in the window to the immediate right of the '''Filter''' button.  When the '''Filter''' button is clicked, OnePager displays those files that meet the '''filter criteria''' as shown here: 
+
 
+
<center>[[File:P70-8_5_1_2-70-(7)-09052019.png]]</center>
+
<!--<center>P70-8_5_1_2-70-(7)-09052019.png</center>-->
+
 
+
You can then select the desired project or projects. '''Show All'''.  Clicking the '''Show All''' button displays all the projects available for selection.  Use the scroll bar at the right to search down the project names.
+
 
+
If you encounter difficulties '''connecting''' to your Microsoft Project Server or Project Online '''accounts''' please reference the links to the OnePager '''Frequently Asked Questions''' section of our website at [https://www.onepager.com/support/faq.php Frequently Asked Questions (FAQs)] or at the suggested specific '''FAQ''' articles at the [[Using OnePager Pro Desktop with Server Resident Project Plans for Version 7.0#Troubleshooting | Troubleshooting]] <!--8.5.1.2-70--> section of this article.
+
 
+
==Creating NEW Charts==
+
 
+
Upon completing the project '''source plan''' selection process, click the '''OK''' button at the bottom of the '''Choose what to import''' form and the '''OPC''' form is updated to show the '''source plans''' selected, as shown below:
+
 
+
<center>[[File:P70-8_5_1_2-70-(8)-09052019.png]]</center>
+
<!--<center>P70-8_5_1_2-70-(8)-09052019.png</center>-->
+
 
+
As with any set of project '''source plans''', you can examine and manipulate them by clicking on the '''Add/Remove''' button shown above which brings up the '''Data source selection''' form. By clicking the '''Create new chart''' button in the '''OPC''' form above '''OPP Desktop''' directly accesses the '''cloud''' resident '''source plan''' and create the desired chart that looks like this:
+
 
+
<center>[[File:P70-8_5_1_1-70-(11)-09052019.png]]</center>
+
<!--<center>P70-8_5_1_1-70-(11)-09052019.png</center>-->
+
 
+
The new chart can be '''edited''', '''saved''', or '''shared''' as required.
+
 
+
==UPDATING Charts from Project Server==
+
 
+
===Create the Updated Chart===
+
 
+
Since the chart is associated with a '''source plan''' and '''OPP Add-in''' knows the '''path name''' to access that ''' source plan''', '''OPP Desktop''' retrieves the ''' source plan''' from your '''cloud''' resident location when you click the '''New''' button at the bottom of the '''OPC''' form. Assuming that the '''source plan''' at this '''cloud''' location was updated with current information, in this case up to 9/30/2019, '''OPP Desktop''' creates a new snapshot with this date as shown below:
+
 
+
<center>[[File:P70-8_5_1_1-70-(14)-09052019.png]]</center>
+
<!--<center>P70-8_5_1_1-70-(14)-09052019.png</center>-->
+
 
+
The updated chart can be '''edited''', '''saved''', or '''shared''' as required.
+
 
+
===Updates to Charts from Microsoft Project Server or Online Sources===
+
 
+
The '''OPP Desktop''' application supports '''Pull''' and '''Push''' '''updates''' from Microsoft Project Server or Project Online '''source plans'''. You can perform any '''update''' from Microsoft Project Server '''source plans''' using either the '''Pull''' or '''Push''' operations available for '''OPP''' version 7.0.
+
 
+
==Sharing Charts Created from the Cloud==
+
 
+
'''OPP Desktop''' is able to update charts from '''cloud source plans''' because it has access to the credentials.  These credentials can be stored for convenience in the '''OPP''' database or in the Windows Credential vault. Sharing charts created in the '''cloud''' is, therefore, a bit more involved because the recipient needs access to the same cloud data sources (i.e., Microsoft Project Server account) if there is a need to update the shared chart. Your internal procedures for giving various team members '''cloud''' access credentials should govern these considerations. More information is available on '''sharing  charts''' at these links:
+
 
+
<center>
+
{| class="wikitable"
+
| [[Managing Chart Data for Version 7.0 | Managing Chart Data]] <!--23.0.1-70-->
+
 
|-
 
|-
| [[Sharing Charts for Version 7.0 (Portal) | Sharing Charts (Portal)]] <!--23.2.1-70-->
+
| [[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
</center>
+
 
+
==Disconnecting from Microsoft Project Server==
+
 
+
Your individual installation of Microsoft Project Server or Project Online probably has procedures for '''disconnecting''' from these applications.  We also recommend using these installation specific procedures to assure proper '''disconnection/log out''' from these applications. We recommend that when using Microsoft Project Server or Project Online with OnePager Pro '''Desktop''' that you make sure that OnePager Pro '''Desktop''' is closed at the end of your session and any instances of Microsoft Project Server or Project Online are also closed to assure that OnePager Pro '''Add-in''' is '''disconnected/logged off'''. The steps provided below can be used to '''disconnect/log off''' from Microsoft Project Server or Project Online from OnePager Pro '''Desktop'''.
+
 
+
To '''Disconnect''' from your Microsoft Project Server cloud files which is essentially the same as '''logging off''' from the OnePager '''Chart Editor''' first click the OnePager ribbon's '''Data''' tab and click the '''Select file(s)''' button to access the OnePager '''Data source selection''' form and then click the '''Add''' button on the form as shown below:
+
 
+
<center>[[File:P70-8_5_1_1-70-(15)-09112019.png]]</center>
+
<!--<center>P70-8_5_1_1-70-(15)-09112019.png</center>-->
+
 
+
Clicking the '''Add''' button accesses the dropdown menu as shown below:
+
 
+
<center>[[File:P70-8_5_1_1-70-(16)-09112019.png]]</center>
+
<!--<center>P70-8_5_1_1-70-(16)-09112019.png</center>-->
+
 
+
Clicking the '''BROWSE Project Server ...''' option accesses the '''Choose what to import''' form which can initially look like this:
+
 
+
<center>[[File:P70-8_5_1_1-70-(18A)-09112019.png]]</center>
+
<!--<center>P70-8_5_1_1-70-(18A)-09112019.png</center>-->
+
 
+
To expand the '''Choose what to import''' form to see the '''Connect to Source''' control group, click the '''Change''' button, shown above, which expands the form. Clicking the '''Disconnect''' button '''disconnects''' or '''logs off''' from your Microsoft Project Server account as shown here:
+
 
+
<center>[[File:P70-8_5_1_1-70-(17)-09112019.png]]</center>
+
<!--<center>P70-8_5_1_1-70-(17)-09112019.png</center>-->
+
 
+
Clicking the '''Disconnect''' button '''closes''' the connection and afterward the '''Choose what to import''' form looks like this:
+
 
+
<center>[[File:P70-8_5_1_1-70-(18)-09112019.png]]</center>
+
<!--<center>P70-8_5_1_1-70-(18)-09112019.png</center>-->
+
 
+
'''Disconnecting''' OnePager Pro '''Desktop''' from Microsoft Project Server has no impact on the current chart in OnePager '''Chart Editor'''.  However, the '''source plan''' accessed from the cloud is no longer accessible for '''update''' and the subsequent '''update''' of the chart.
+
 
+
==Troubleshooting==
+
 
+
Please refer to these two '''Frequently Asked Questions''' if you are having issues:
+
 
+
<center>
+
{| class="wikitable"
+
| [https://www.onepager.com/support/faq.php?id=79 Updating OnePager with a Project Online or Project Server 2016/2019 plan]
+
 
|-
 
|-
| [https://www.onepager.com/support/faq.php?id=96 Can't Connect to Project Online/Project Server to Update a OnePager Report]
+
| [[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
 
|-
 
|-
| [https://www.onepager.com/support/faq.php?id=117 Importing Enterprise Custom Fields from Project Server and Project Online]
+
| [[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
 
|-
 
|-
| [https://www.onepager.com/support/faq.php?id=151 Migrating from Project Server to Project Online]
+
| [[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
 
|}
 
|}
</center>
 
  
==Related Links==
+
(24.5.9-72)
  
[[Using Enterprise Custom Fields from Microsoft Project for OnePager Pro for Version 7.0  | Using Enterprise Custom Fields from Microsoft Project for OnePager Pro]] <!--24.3.1-70-->
+
[[Category:Version 7.2]]
 
+
[[Category:Editing the Chart]]
[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
+
[[Category:Task/Milestone Editing]]
 
+
[[Category:Column Splitting]]
[[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-->
+
 
+
[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70-->
+
 
+
[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70-->
+
 
+
[[Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | Custom Update (Replacing) of a Snapshot via Pull Operation - OnePager Pro]] <!--7.16.1-70-->
+
 
+
[[Using the OnePager "Data" Tab's "Selected file(s)" Button for Version 7.0 | Using the OnePager "Data" Tab's "Selected file(s)" Button]] <!--7.17.1-70-->
+
 
+
[[Opening an EXISTING Chart - OnePager Pro Desktop for Version 7.0 | Opening an EXISTING Chart - OnePager Pro Desktop]] <!--7.5.2-70-->
+
 
+
(8.5.1.2-70)
+
 
+
[[Category:Version 7.0]]
+
[[Category:Desktop]]
+
[[Category:Basic Workflows]]
+
[[Category:Multi-Project Formats]]
+
[[Category:Enterprise Integration]]
+
[[Category:Microsoft Project Server Accounts]]
+
[[Category:OnePager Choices Form]]
+
 
[[Category:Charts]]
 
[[Category:Charts]]
[[Category:Editing the Chart]]
+
[[Category:Task Links]]
[[Category:Templates]]
+
[[Category:Ribbon]]
[[Category:Sharing Output]]
+
[[Category:Snapshots]]
[[Category:Microsoft Project]]
+
[[Category:Template Properties Form]]
[[Category:OnePager Pro]]
+
[[Category:Chart Properties Form]]
 +
[[Category:Asana]]
 +
[[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)