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=Using Presentation Mode with OnePager for Version 7.2 (P72-23_6-1-72-05122023.docx)=
 
 
 
==Introduction==
 
==Introduction==
  
'''Presentation Mode''' is a new feature for OnePager and is available in all''' editions''' (e.g., OnePager Pro, OnePager Express, and OnePager Bundle).  Using '''Presentation Mode''' you can switch from the '''Chart Editor''' smoothly to a high presentation quality screen that is suitable for schedule discussions in a meeting or for presentations to large audiences.  While in '''Presentation Mode''' you have the capability to switch to different '''snapshots''' of your project, make '''editing '''changes to the chart, and revert smoothly back to the '''Chart Editor'''.
+
This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
This article details how to launch '''Presentation Mode''' from the '''Chart Editor''' and to return to the '''Chart Editor'''. It covers the controls available specifically for using '''Presentation Mode '''to its fullest.  Examples are provided to demonstrate all the features and controls available.
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==About Splitting and Parsing Fields==
  
==Overview==
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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. 
  
'''Presentation Mode''' is entered from the '''Chart Editor''' by tapping the '''F5 key''' on your keyboard.  It is important to make sure that Microsoft Windows is focused on the OnePager application so that OnePager is aware of you making the '''F5 key stroke'''.  Doing this puts the '''Chart Editor''' into '''Presentation Mode''', displays the '''Presentation Mode '''controls briefly, and '''hides''' the OnePager tool bar giving '''Presentation Mode''' full access to your computer’s screen or wall presentation.
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===Split Resource Names Example===
  
You can leave '''Presentation Mode''' at any time by tapping the '''Escape''' ('''Esc''') '''key''' or by clicking the '''Exit''' button '''Presentation Mode control''' provided when your mouse is in the '''Presentation Mode '''frame. Again, it is important to make sure that Microsoft Windows is focused on the OnePager application so that OnePager is aware of you making the '''Esc key stroke'''
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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:
  
Many chart '''editing '''features provided in the '''Chart Editor''' are available in '''Presentation Mode''' including access to the chart’s '''snapshots''', time-axis '''editing '''controls, task bar/milestone symbol and decoration '''editing''' controls, and comment box '''creation/editing''' controls.  Additionally, the enhanced '''hover box''' feature is turned '''ON''' for use in '''Presentation Mode'''.
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<center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(1)-11022023.png</center>
  
This article provides detailed descriptions of '''Presentation Mode''', its available controls, examples of how '''Presentation Mode '''looks on your screen, and how '''Presentation Mode''' can be effectively used to enhance your schedule conversations and presentations.
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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:
  
All examples and illustrations provided in this article are from OnePager Pro. However, '''Presentation Mode''' operates the same in all '''editions''' of OnePager including OnePager Express and OnePager Bundle.  '''Presentation Mode '''is available for all '''source plan '''types supported by OnePager.
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<center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center>
 +
<center>P72-24_5_3-72-(5)-11272023.png</center>
  
==Entering and Leaving Presentation Mode==
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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.
  
===Caution on Entering and Leaving Presentation Mode===
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===Enabling Splitting===
  
To enter '''Presentation Mode''' you must tap the '''F5 key''' on your keyboardThis works when the focus of the Microsoft Windows operating system is focused on OnePager.  If Microsoft Windows is focused on another running application, tapping the '''F5 key''' does not place OnePager in '''Presentation Mode'''.  When leaving '''Presentation Mode''' by using the '''Esc key''', again, Microsoft Windows must be focused on the OnePager application.
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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 chartThe 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:
  
===Presentation Mode Capabilities===
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<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
As mentioned above, '''Presentation Mode''' is available in all '''editions''' of OnePager from the OnePager '''Chart Editor''' as shown in the annotated illustration below:
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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:
  
<center>[[File:P72-23_6_1-72-(1)-05092023.png]]</center>
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<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
<center> P72-23_6_1-72-(1)-05092023.png</center>
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<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
The full components of the OnePager '''Chart Editor''' screen are shown above including those components that are provided by OnePager and by Microsoft Windows.  In '''Presentation Mode''', several of the components shown above are '''hidden''' so that the remaining components, principally the '''Chart title''', '''Graph area''', and '''Chart headers/footers''', if any, are '''visible''' as shown here:
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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:
  
<center>[[File:P72-23_6_1-72-(2)-05092023.png]]</center>
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<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
<center> P72-23_6_1-72-(2)-05092023.png</center>
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<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
The chart is centered in the screen area and the '''Presentation Mode controls '''appear (by default) in gray at the bottom center of the screen.  The '''Presentation Mode controls''' are visible temporarily and are '''hidden''' after fifteen (15) seconds.  The '''Presentation Mode controls''' can be '''unhidden''' by moving the mouse anywhere into the chart area.
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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.
  
The '''Presentation Mode controls''' are discussed later in this article but for now we draw your attention to the '''Presentation Mode control '''button on the far right of the set.  This is the '''Exit control''' button that looks like a doorway with an arrow pointing to the right.  Clicking the '''Exit '''button immediately '''exits''' from '''Presentation Mode''' back to the '''Chart Editor'''.  As mentioned above, you can also tap the keyboard’s '''Esc key''' to achieve the same result as shown below:
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===Split Resources in the Chart===
  
<center>[[File:P72-23_6_1-72-(3)-05092023.png]]</center>
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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:
<center> P72-23_6_1-72-(3)-05092023.png</center>
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==Presentation Mode Controls==
+
<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2)-11022023.png</center>
  
'''Presentation Mode controls''' are located by default at the bottom center of the '''Presentation Mode''' displayThey initially appear when '''Presentation Mode '''is first entered when the '''F5 key''' is tappedThere are six (6) controls discussed below.
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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 beforeThe 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'''.
  
===Enabled and Disabled Presentation Mode Controls===
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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'''.
  
For the six (6) '''Presentation Mode '''control buttons shown below, buttons that are enclosed in gray boxes are '''disabled'''.  As the example below shows, the '''Vertical''', '''Previous Snapshot''', and the '''Next Snapshot '''buttons are '''disabled.'''
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==Splitting Resources and Task Links==
  
<center>[[File:P72-23_6_1-72-(3A)-05112023.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.
<center>P72-23_6_1-72-(3A)-05112023.png</center>
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====Vertical and Horizontal Buttons====
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In the illustration above, the '''Vertical''', '''Previous Snapshot''', and '''Next Snapshot '''buttons are '''disabled'''.  Either the '''Vertical '''or '''Horizontal '''buttons is '''disabled''' depending upon which orientation the chart is shown in the '''Chart Editor'''.  As shown above, if the chart orientation is '''Vertical''' in the '''Chart Editor''' it is, accordingly, '''Vertical '''in '''Presentation Mode''', therefore, only the '''Horizontal''' orientation button is '''enabled '''and can be selected. If you select and click the '''Horizontal '''button in '''Presentation Mode''', the orientation is changed and when you return to the '''Chart Editor''', the chart is in a '''Horizontal '''orientation.
+
 
+
====Previous Snapshot and Next Snapshot Buttons====
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The '''Previous Snapshot''' and '''Next Snapshot '''buttons are '''disabled''' when the chart consists of only one snapshot.  When there are two or more snapshots, the '''Next Snapshot''' button is '''enabled''' if the chart being displayed in the first snapshot.  Likewise, the '''Previous Snapshot '''button is '''enabled''' if the chart being displayed is the second or later snapshot.  If there are three or more snapshots and a middle snapshot is being displayed, both the '''Previous Snapshot '''button and the '''Next Snapshot '''button are '''enabled'''.
+
 
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====Docking and Exit Buttons====
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The '''Docking''' and '''Exit '''button by their very nature are always '''enabled.'''
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===Presentation Mode Exit Control===
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The '''Exit''' button is on the far right of the six (6) control set as shown below:
+
 
+
<center>[[File:P72-23_6_1-72-(4)-05092023.png]]</center>
+
<center> P72-23_6_1-72-(4)-05092023.png</center>
+
 
+
Clicking the '''Exit '''button immediately leaves '''Presentation Mode '''and returns to the normal operation of the '''Chart Editor''' as shown in the previous sub-section.
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===Presentation Mode Docking Control===
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The '''Docking''' button is the second button from the right and is used to reposition the '''Presentation Mode controls''' to any of the six (6) predetermined positions on the screen.  Clicking the '''Docking '''button accesses a '''context menu''' as shown here:
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+
<center>[[File:P72-23_6_1-72-(5)-05092023.png]]</center>
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<center> P72-23_6_1-72-(5)-05092023.png</center>
+
 
+
The default position is '''Bottom center'''.  Clicking any of the other five (5) position options immediately repositions the '''Presentation Mode controls''' to that position as shown below where the '''Top left''' position is selected as an example:
+
 
+
<center>[[File:P72-23_6_1-72-(6)-05092023.png]]</center>
+
<center> P72-23_6_1-72-(6)-05092023.png</center>
+
 
+
The '''Docking '''button can be clicked at any time the '''Presentation Mode controls''' are '''unhidden''' and the position of the controls can be changed.  No matter where you position the '''Presentation Mode controls''' they are automatically '''hidden''' after fifteen (15) seconds unless you place the mouse cursor into the chart area whereby the '''Presentation Mode controls '''are '''unhidden''' again.
+
 
+
===Presentation Mode Vertical Control===
+
 
+
The '''Vertical '''button is located on the left end of the set of '''Presentation Mode controls'''.  The '''Vertical orientation '''centers the '''Presentation Mode '''chart in the middle of the screen with black areas shown on both sides as shown above in most of the illustration used to this point.  The '''Vertical '''button is shown below as the current orientation since it is '''disabled''':
+
 
+
<center>[[File:P72-23_6_1-72-(7)-05092023.png]]</center>
+
<center> P72-23_6_1-72-(7)-05092023.png</center>
+
 
+
===Presentation Mode Horizontal Control===
+
 
+
The '''Horizontal '''button is located to the right of the '''Vertical '''button and is used to '''horizontally '''position the '''Presentation Mode '''chart display on the screen.  Taking the example shown above, if we click the '''Horizontal '''button, the '''Presentation Mode '''chart looks like this:
+
 
+
<center>[[File:P72-23_6_1-72-(8)-05092023.png]]</center>
+
<center> P72-23_6_1-72-(8)-05092023.png</center>
+
 
+
The '''Horizontal''' orientation typically fills the entire viewing area as in the case shown above.  Since it is not possible, in the above example, to display the entire chart in '''Horizontal '''orientation, OnePager provides a '''vertical scroll bar''' so you can reposition to other area of the chart.  Your mouse is always active in '''Presentation Mode''' so it is possible to use the mouse to move the '''vertical scroll bar''' up and down as needed.
+
 
+
If you are in the '''Horizontal '''orientation you can easily revert back to the '''Vertical '''orientation by clicking the '''Vertical '''button.  When this action is taken, the '''Presentation Mode '''chart looks like this:
+
 
+
<center>[[File:P72-23_6_1-72-(9)-05092023.png]]</center>
+
<center> P72-23_6_1-72-(9)-05092023.png</center>
+
 
+
===Presentation Mode Snapshot Access Controls===
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+
All the previous illustrations in this article used a OnePager chart with only one '''snapshot'''.  Accordingly, both the '''Previous Snapshot''' and '''Next Snapshot''' buttons are '''disabled'''.  If we expand our example to include multiple snapshots, say three (3) snapshots, the '''Presentation Mode controls '''appear as shown in the illustration below for the middle snapshot:
+
 
+
<center>[[File:P72-23_6_1-72-(10)-05122023.png]]</center>
+
<center> P72-23_6_1-72-(10)-05122023.png</center>
+
 
+
If we click the '''Previous snapshot '''button in order to navigate to the first snapshot in the set, the '''Presentation Mode '''screen and the '''Presentation Mode controls''' look like this:
+
 
+
<center>[[File:P72-23_6_1-72-(10A)-05122023.png]]</center>
+
<center> P72-23_6_1-72-(10A)-05122023.png</center>
+
 
+
If we navigate to the third snapshot in the set by clicking the '''Next Snapshot '''button twice, the third snapshot in the set is displayed and the '''Presentation Mode controls''' look like the screen shown below:
+
 
+
<center>[[File:P72-23_6_1-72-(10B)-05122023.png]]</center>
+
<center> P72-23_6_1-72-(10B)-05122023.png</center>
+
 
+
The '''Previous Snapshot''' and '''Next Snapshot '''buttons operate the same as the corresponding button on the '''View '''tab of the OnePager tool bar.  When you exit '''Presentation Mode''' either by using the '''Exit '''button or the '''Esc key''', the '''Chart Editor '''displays the snapshot that was current in the '''Presentation Mode'''.
+
 
+
==Presentation Mode Hover Box Feature==
+
 
+
In '''Presentation Mode''', OnePager turns '''ON''' the '''Hover Box '''feature so it is available for use in group schedule discussions or schedule presentations when you mouse over a task bar/milestone symbol or text name label.
+
 
+
===Standard Hover Box===
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+
In '''Presentation Mode''',''' '''the standard '''Hover Box''' is always available when you move the mouse over a task bar/milestone symbol or text name label as shown here: 
+
 
+
<center>[[File:P72-23_6_1-72-(11)-05092023.png]]</center>
+
<center> P72-23_6_1-72-(11)-05092023.png</center>
+
 
+
===Hover Box Custom Text Feature===
+
 
+
You can modify the contents of the '''Hover box''' by going to the '''Chart Properties''' form’s '''Comment Box '''tab before entering '''Presentation Mode''' and change to '''custom''' '''field''' to take the place of the default content configuration of the '''Hover Box '''as shown below:
+
 
+
<center>[[File:P72-23_6_1-72-(12)-05102023.png]]</center>
+
<center> P72-23_6_1-72-(12)-05102023.png</center>
+
 
+
When this change is made in the '''Chart Properties '''form, the content of the '''Hover Box''' contains the value of the selected '''custom field''' for the task bar/milestone symbol '''hovered''' over shown below as illustrated in '''Presentation Mode''':
+
 
+
<center>[[File:P72-23_6_1-72-(13)-05102023.png]]</center>
+
<center> P72-23_6_1-72-(13)-05102023.png</center>
+
 
+
Using the '''Hover Box custom text feature''', shown above, the value of the '''Critical''' field for the task bar shown above is '''True '''because the task bar contains a '''critical segment'''.
+
 
+
For more information on the use of the '''Hover Box''' with the '''Custom Text feature''', please see the referenced article at:
+
 
+
<center>
+
{| class="wikitable"
+
| [[Comment Boxes Tab for Version 7.2#Hover Box with Custom Text Feature | Hover Box with Custom Text Feature]] 21.11.1-72
+
|}
+
</center>
+
 
+
==Presentation Mode Chart Editing Features==
+
 
+
In '''Presentation Mode''' you do not have the OnePager tool bar set available to assist with '''editing''' in the chart.  However, OnePager does support most '''editing''' features that can be accomplished through '''right-click context menus''' and accessible forms as discussed in this section.
+
 
+
===Time-Axis Editing ===
+
 
+
In '''Presentation Mode''' you can '''left '''or''' right-click''' on any '''time-axis cell '''and perform the same '''editing''' functions as are supported by the '''Chart Editor'''.  These '''editing '''functions include '''left-clicking''' in '''a time-axis cell''' to '''select''' it and '''stretch''' the '''time-axis cell'''.  Using the '''right-click''' you can access the '''right-click context menu '''and use any of its five (5) commands including accessing the '''Time Axis Cell Properties''' form.  All the '''editing '''functions available in the '''Time Axis Cell Properties '''form can be used on the selected '''time-axis cell'''. 
+
 
+
If you click the '''Time-axis properties… '''command in the '''time-axis cell''' '''right-click context menu''', OnePager accesses the '''Chart Properties '''form’s '''Time Axis '''tab where you can make global '''edits '''to the time-axis.  Any global '''edits''' you might make in the '''Chart Properties '''form’s '''Time Axis''' tab are immediately applied to the '''Presentation Mode''' chart and are retained by the '''Chart Editor''' when you '''exit''' '''Presentation Mode'''.  '''Note: Accessing the Chart Properties form in Presentation Mode is not recommended'''.
+
 
+
Because the OnePager tool bar is '''hidden''', you do not have access to the '''UNDO/REDO '''buttons so you cannot '''Undo''' any '''editing''' changes you make while in '''Presentation Mode'''.
+
 
+
===Task Bar/Milestone Symbol Editing===
+
 
+
'''Editing''' task bar/milestone symbols in '''Presentation Mode''' is supported by OnePager as wellYou can '''left '''or''' right-click''' on any task bar/milestone symbol and/or their related task bar/milestone symbol '''text name label '''to '''select''' them, access their associated '''right-click context menu''', and exercise any of the '''right-click context menu''' commands '''enabled''' in these '''context menus'''.  You also can access the task bar/milestone symbol’s '''Change Task/Milestone Properties''' form and all the tabs supported on that form.
+
 
+
The '''Chart Properties''' form is not accessible from task bar/milestone symbols in '''Presentation Mode''' which is the same as in the '''Chart Editor'''.
+
 
+
Because the OnePager tool bar is '''hidden''', you do not have access to the '''UNDO/REDO '''button so you cannot '''Undo''' any '''editing''' changes you make in '''Presentation Mode'''.
+
 
+
===Editing in the Graph===
+
 
+
All '''editing ''' features that are available in the '''Chart Editor '''with respect to '''editing''' '''rows '''and''' swimlanes''' and '''editing '''capabilities accessed by '''right-clicking '''in '''empty space''' in the '''graph''' are supported by OnePager in '''Presentation Mode'''. 
+
 
+
You can select '''rows''' and '''swimlanes''', reposition '''rows''' and '''swimlanes''', access their '''right-click context menus''', and where the command is available, access the '''Chart Properties '''form for global '''edits'''.  '''Note: Accessing the Chart Properties form in Presentation Mode is not recommended'''.
+
 
+
Because the OnePager tool bar is '''hidden''', you do not have access to the '''UNDO/REDO '''button so you cannot '''Undo''' any '''editing''' changes you make in '''Presentation Mode'''.
+
 
+
===Legend Editing===
+
 
+
OnePager supports '''editing '''of the '''Legend''' and individual '''Legend items''' in '''Presentation Mode''' to the same extent that is available in the '''Chart Editor'''.  The '''Legend''' can be '''selected''', repositioned by manual drag and drop, resized, and '''edited '''using the supported '''right-click context menus''' and associated forms.  '''Edits''' to the '''Legend''' are applied to associated task bar/milestone symbols in the same way as these '''edits''' are applied in the '''Chart Editor'''.
+
 
+
Because the OnePager tool bar is '''hidden''', you do not have access to the '''UNDO/REDO '''button so you cannot '''Undo''' any '''editing''' changes you make in '''Presentation Mode'''.
+
 
+
===Caution When Editing with the Chart Properties Form===
+
 
+
As mentioned in some of the previous sub-sections, you have access to the '''Chart Properties '''form through various '''right-click context menus'''.  Although all the '''editing''' features of the '''Chart Properties '''form are available, we caution that any changes in the '''Presentation Mode''' are going to be reflected and maintained in the '''Chart Editor'''. 
+
 
+
The '''Presentation Mode''' is intended to serve your group schedule discussion and large audience presentation needs which may not be well served when extensive '''editing''' to the chart is performed in this mode.  Given that the '''UNDO/REDO '''function is not supported in '''Presentation Mode''', situations may arise where '''extensive editing''' in '''Presentation Mode''' hinders the communication goals intended.  In other words: We don’t recommend employing the '''Chart Properties '''form in '''Presentation Mode'''.
+
  
 
==Related Links==
 
==Related Links==
  
 
{| class="wikitable"
 
{| class="wikitable"
| [[Conditional Formatting for Version 7.2 (Portal) | Conditional Formatting (Portal)]] 11.0.1-72
+
| [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-72
+
| [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-72
 
|-
 
|-
| [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72
+
| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
| [[Modifying Decorations on Tasks/Milestones for Version 7.2 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] 10.0.1-72
+
| [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72
 
|-
 
|-
| [[Modifying the Time Axis for Version 7.2 (Portal) | Modifying the Time Axis (Portal)]] 22.0.1-72
+
| [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72
| [[Managing the Time Cursor for Version 7.2 | Managing the Time Cursor]] 22.7.1-72
+
| [[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
 
|-
 
|-
| [[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
+
| [[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
| [[The Chart Legend for Version 7.2 (Portal) | The Chart Legend (Portal)]] 15.0.1-72
+
| [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] 24.4.1-72
 
|-
 
|-
| [[Creating and Managing Curtains for Version 7.2 | Creating and Managing Curtains]] 16.0.1-72
+
| [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for OnePager Express]] 24.5.1-72
| [[Creating and Managing Comment Boxes for Version 7.2 | Creating and Managing Comment Boxes]] 13.0.1-72
+
| [[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
 
|-
 
|-
| [[Creating and Managing Free Boxes for Version 7.2 | Creating and Managing Free Boxes]] 14.0.1-72
+
| [[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
| [[Absorbing one task into another for Version 7.2 | Absorbing one task into another]] 17.0.1-72
+
| [[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
 
|-
 
|-
| [[Creating and Managing Virtual Summary Tasks&nbsp;for Version 7.2 | Creating and Managing Virtual Summary Tasks]] 18.0.1-72
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| [[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
| [[Background Images for Version 7.2 (Portal) | Background Images (Portal)]] 20.0.1-72
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| [[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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| [[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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[[Category:Version 7.2]]
 
[[Category:Version 7.2]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
[[Category:Presentation Mode]]
 
[[Category:Hover Box]]
 
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
[[Category:Task/Milestone Decorations]]
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[[Category:Column Splitting]]
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[[Category:Charts]]
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[[Category:Task Links]]
 
[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
[[Category:Charts]]
 
[[Category:Tool Bar]]   
 
[[Category:Edit the Chart]]
 
 
[[Category:Template Properties Form]]
 
[[Category:Template Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
[[Category:OnePager Pro]]
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[[Category:Asana]]
[[Category:OnePager Express]]
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[[Category:OnePager Bundle]]
 
[[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

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