Difference between revisions of "Testing Article1"

From OnePager Documentation
Jump to: navigation, search
(→‎Split Resources in the Chart)
 
(602 intermediate revisions by 2 users not shown)
Line 1: Line 1:
−
==About Editing Endpoints==
+
==Introduction==
  
−
There are four '''endpoints''' definable in OnePager for each task bar.  Although '''deadlines''' can be applied to both task bars and milestone symbols, the four '''endpoints''' apply only to task bars. Accordingly, and for all practical purposes, the four possible '''endpoints''' ('''Endpoint1, Endpoint2, Endpoint3, and Endpoint4''') can be thought of as additional '''deadlines dates''' for task bars that can be defined to meet your needs.  
+
This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
−
The control and the behavior of all four '''endpoints''' are identical to that discussed for '''deadlines'''. 
+
==About Splitting and Parsing Fields==
  
−
For more information on '''Deadlines''', please see the article at: [[Deadlines for Version 7.0 (OnePager Express) | Deadlines for OnePager Express]] <!--10.10.1-70-->
+
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. 
  
−
As an additional thought, you can consider the four '''endpoints''' as task-oriented '''milestones''' as they occupy the same row as their parent task bar. By convention and as a default, the initial association of '''Endpoints 1 through 4''' are to Microsoft Excel '''source plan''' fields is as follows:
+
===Split Resource Names Example===
  
−
:* '''Endpoint 1: Start Date'''.
+
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:
−
:* '''Endpoint 2: Finish Date'''.
+
−
:* '''Endpoint 3: Baseline Start Date'''.
+
−
:* '''Endpoint 4: Baseline Finish Date'''.
+
  
−
These default settings are contained in all distributed OnePager Express '''Template Properties''' forms. Since controls are provided as described below whereby you can '''edit''' the '''endpoint''' association with Microsoft Excel '''source plan''' fields, it is recommended that you establish your '''endpoint''' relationships to specific Microsoft Project '''date''' fields before creating the first chart. This recommendation can be done by '''editing''' the '''Template Properties''' form you plan to use before launching OnePager Express or after launching OnePager Express by '''editing''' the '''Template Properties''' using the '''access point''' in the '''OnePager choices''' ('''OPC''') form described in the following section.
+
<center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(1)-11022023.png</center>
  
−
==Displaying Endpoints==
+
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:
  
−
For OnePager to properly display your '''endpoints''', you must first define the '''endpoint''' field in Microsoft Excel and map them to OnePager through the OnePager choices ('''OPC''') form. A sample, Microsoft Excel '''source plan''' is shown below with both '''deadline''' and '''endpoint''' definitions:
+
<center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center>
 +
<center>P72-24_5_3-72-(5)-11272023.png</center>
  
−
<center>[[File:X70-10_12_1-70-(1)-09202019.png]]</center>
+
OnePager, in this case, treats the '''entire string''' as an individual '''Assigned to''' value. To provide more flexibility in displaying task bars that have '''multiple resources''' assigned, OnePager supports the concept of a '''column splitting'''.  This feature recognizes '''comma-separated''' values in a '''designated column''' and '''creates a separate task bar''' for each of the '''comma-separated''' values.
−
<!--<center>X70-10_12_1-70-(1)-09202019.png</center>-->
+
  
−
In the sample above, we see the typical task information with '''Show It''' used to signal OnePager which rows to import, the Microsoft Excel field named '''Deadline''' and four '''Date''' fields ('''Endpoint1, Endpoint2, Endpoint3, and Endpoint4''') which are used to '''import''' information to OnePager representing '''Endpoints 1 through 4''' respectively. When the '''OnePager''' button is clicked on the Microsoft Excel tool bar and you click the '''NEW''' button on the '''OnePager Express Start''' form, OnePager displays the first page of the '''OPC''' form as shown below:
+
===Enabling Splitting===
  
−
<center>[[File:X70-10_12_1-70-(2)-09202019.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>X70-10_12_1-70-(2)-09202019.png</center>-->
+
  
−
Clicking the '''Next&gt;''' button with the '''Show field mappings''' checkbox checked '''ON''' accesses the second page of the '''OPC''' form 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:X70-10_12_1-70-(3-1)-09202019.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>X70-10_12_1-70-(3-1)-09202019.png</center>-->
+
  
−
Clicking the '''Edit current template…''' button takes you to the '''Template Properties''' form. Navigate to the '''Task Bars''' tab and the '''Endpoints''' checkbox in the '''Task Bar Decorations''' control group of the form as shown below:
+
<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
−
<center>[[File:X70-10_12_1-70-(4-1)-09222020.png]]</center>
+
Clicking the '''Edit current template''' button accesses the current '''Template Properties''' form.  Navigate to the '''Field Mappings''' tab on the form, check the '''Enable splitting on:''' checkbox to '''ON''' and (in this example) select the '''Assigned To''' column from the dropdown list provided. The results are shown here:
−
<!--<center>X70-10_12_1-70-(4-1)-09222020.png</center>-->
+
  
−
Clicking the '''Endpoint Properties..." button accesses the '''Set endpoint properties''' form shown below where you can '''set and edit''' the properties of any one '''endpoint''' or all four.
+
<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
−
==Editing All Endpoint Properties==
+
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 '''Set endpoint properties''' form is a '''multi-endpoint''' form in that using this one form you are able to '''edit''' the properties of all four '''endpoint shapes''' available for display in the chart.
+
===Split Resources in the Chart===
  
−
===Set Endpoint Properties Form===
+
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:
  
−
Clicking the '''Endpoint Properties...''' button accesses the '''Set endpoint properties''' form where the '''Choose endpoint''' dropdown is shown below allowing you the option to select to '''edit''' one of the four available '''endpoints''':
+
<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2)-11022023.png</center>
  
−
<center>[[File:X70-10_12_1-70-(5)-09202019.png]]</center>
+
In the chart with '''column splitting''' shown above, there are now several more task bars in the '''Chart Editor''' than there were before.  The task bar for '''Plate Movement''' is now '''split into two (2) separate task bars''', one for each of the '''two resources assigned'''. The task bar for '''Centrifugal Barrier''' is now '''split into three (3) separate task bars''', one for each of the '''three resources''' that were assigned to this task in the Asana '''source plan'''.  Each of the '''resources''' has a unique '''color''' assigned.  Each of the '''resources''' appears by itself in the '''Legend'''.  The '''Legend title''' shows the '''column name''' that is used for '''splitting the columns'''.
−
<!--<center>X70-10_12_1-70-(5)-09202019.png</center>-->
+
  
−
In the illustration above, '''Endpoint 1''' is shown '''edited''' with all its available elements turned '''ON'''. The above form is almost identical to the '''Set deadline properties''' form. The difference is the '''Show this endpoint''' checkbox which refers to the dropdown menu shown above whereby you can select which '''endpoint''' to control. In effect, this form is four (4) forms in one allowing you to turn '''ON''' and '''OFF''' each individual '''endpoint''' and configure the properties of each '''endpoint''' separately. The illustration above covers up two important controls that need to be addressed. The '''Show this endpoint''' checkbox and the '''Field''' dropdown menu by which you tell OnePager which Microsoft Excel '''source plan''' field is used for each particular '''endpoint'''. These controls are shown here:
+
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'''.
  
−
<center>[[File:X70-10_12_1-70-(6)-09202019.png]]</center>
+
==Splitting Resources and Task Links==
−
<!--<center>X70-10_12_1-70-(6)-09202019.png</center>-->
+
  
−
As necessary, repeat the above '''editing''' steps for '''Endpoint 2 through 4''' as required such that when the '''endpoint''' data are '''imported''' into OnePager the '''endpoint shapes''' and '''other properties''' are unique.
+
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.
−
 
+
−
===Saving the Current Template Properties Form===
+
−
 
+
−
Now that the '''endpoints''' are defined with distinct properties for all task bars in our example, go back to the '''Template Properties''' form, click the '''Save and use''' button to get back to the second page of the '''OPC''' form. Then click the '''Create new chart''' button and OnePager produces the following chart:
+
−
 
+
−
<center>[[File:X70-10_12_1-70-(7)-09202019.png]]</center>
+
−
<!--<center>X70-10_12_1-70-(7)-09202019.png</center>-->
+
−
 
+
−
For the illustration above, '''Endpoints 1 and 2''' are lined up from left to right in each row.
+
−
 
+
−
===Editing Endpoint Properties===
+
−
 
+
−
The above section's discussion covered the set up and initial display of '''endpoints'''.  Recall that '''endpoint''' controls are exactly identical to the controls for '''deadlines'''. 
+
−
 
+
−
For more information on '''Deadlines''', please see the article at:  [[Deadlines for Version 7.0 (OnePager Express) | Deadlines for OnePager Express]] <!--10.10.1-70-->
+
−
 
+
−
The exception is only for the necessity to turn '''ON''' or '''OFF''' the individual '''endpoints''' through their respective '''Show this endpoint''' checkbox and to enter the Microsoft Excel '''source plan''' field you need to use for the respective '''endpoints''' in the '''Field''' dropdown menu of the '''Set endpoint properties''' form.
+
−
 
+
−
==Editing Individual Task Endpoint Properties==
+
−
 
+
−
'''Endpoint properties''' can be set or '''edited''' for individual task bars. In addition to the capabilities for '''editing all Endpoint properties''' using the '''Template Properties''' and/or '''Chart Properties''' forms, you can select and individually '''edit Endpoint properties''' showing in the chart. A prerequisite for '''editing''' individual '''endpoint properties''' is the necessity for '''endpoint''' data to be '''imported''' from the Microsoft Project '''source plan'''.
+
−
 
+
−
===Selecting Individual Task Bar or Bars===
+
−
 
+
−
Individual task bar '''endpoint properties''' can be '''edited''' by selecting the desired task bar or task bars with a left-click operation and then right-clicking on the '''Format...''' command in the '''task bar''' right-click '''context menu''' as shown below:
+
−
 
+
−
<center>[[File:X70-10_12_1-70-(8)-09202019.png]]</center>
+
−
<!--<center>X70-10_12_1-70-(8)-09202019.png</center>-->
+
−
 
+
−
Before you can do so, you must confirm that the '''Endpoints''' checkbox in either the '''Template Properties''' or '''Chart Properties''' form's '''Task Bars''' and/or '''Milestones''' tab is checked '''ON'''.
+
−
 
+
−
===Accessing the Change Task/Milestone Properties Form===
+
−
 
+
−
Select the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form. Next, navigate to the '''Endpoints''' tab, which displays the '''endpoint''' control options shown below:
+
−
 
+
−
<center>[[File:X70-10_12_1-70-(9-1)-09102020.png]]</center>
+
−
<!--<center>X70-10_12_1-70-(9-1)-09102020.png</center>-->
+
−
 
+
−
From the '''Endpoints''' tab of the form above, you are able to turn the selected '''endpoint''' '''ON''' or '''OFF''', show the '''endpoint connector''' to the task bar, and show or hide the '''endpoint date label text'''.
+
−
 
+
−
===Using Endpoints Example===
+
−
 
+
−
For example, using the '''Deadlines-Endpoints Example''' previously illustrated above, suppose we want to make the following '''edits''':
+
−
 
+
−
:* Turn '''OFF''' the display of Endpoint 1 for Task B
+
−
:* Hide the '''Endpoint connector''' for Endpoint 1 to Task C
+
−
:* Hide the '''Date Label''' for Endpoint 1 for Task A under the task
+
−
 
+
−
For each task bar we select the task bar with a left-click, then right-click to get to the '''task bar''' right-click '''context menu''', select the '''Format…''' command to get to the '''Change Task/Milestone Properties''' form and finally accessed the '''Endpoints''' tab. These steps are performed for each of the task bars involved starting with Task B where one '''edit''' to '''Endpoint 1''' was made and then to Task C where an '''edit''' was made to '''Endpoints 1 and 4'''. After making these '''edits''' the chart looks like this:
+
−
 
+
−
<center>[[File:X70-10_12_1-70-(10)-09202019.png]]</center>
+
−
<!--<center>X70-10_12_1-70-(10)-09202019.png</center>-->
+
  
 
==Related Links==
 
==Related Links==
  
−
[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
+
{| class="wikitable"
 +
| [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
 +
| [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-72
 +
|-
 +
| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
 +
| [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72
 +
|-
 +
| [[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
 +
|}
  
−
[[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70-->
+
(24.5.9-72)
  
−
[[Labeling Task/Milestone Dates for Version 7.0 (OnePager Express) | Labeling Task/Milestone Dates for OnePager Express]] <!--10.2.1-70-->
+
[[Category:Version 7.2]]
−
 
+
[[Category:Editing the Chart]]
−
[[Percent complete for Version 7.0 (OnePager Express) | Percent complete for OnePager Express]] <!--10.4.1-70-->
+
[[Category:Task/Milestone Editing]]
−
 
+
[[Category:Column Splitting]]
−
[[Baselines for Version 7.0 (OnePager Express) | Baselines for OnePager Express]] <!--10.6.1-70-->
+
−
 
+
−
[[Deadlines for Version 7.0 (OnePager Express) | Deadlines for OnePager Express]] <!--10.10.1-70-->
+
−
 
+
−
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
+
−
 
+
−
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
+
−
 
+
−
(10.12.1-70)
+
−
 
+
−
[[Category:Version 7.0]]
+
 
[[Category:Charts]]
 
[[Category:Charts]]
 +
[[Category:Task Links]]
 +
[[Category:Ribbon]]
 +
[[Category:Snapshots]]
 +
[[Category:Template Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
−
[[Category:Editing the Chart]]
+
[[Category:Asana]]
−
[[Category:Task/Milestone Editing]]
+
[[Category:OnePager Bundle]]
−
[[Category:Task/Milestone Decorations]]
+
−
[[Category:OnePager Choices Form]]
+
−
[[Category:Templates]]
+
−
[[Category:Endpoints]]
+
−
[[Category:Mavericks]]
+
−
[[Category:OnePager Express]]
+

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)

Retrieved from "https://wiki.onepager.com/wiki/index.php?title=Testing_Article1&oldid=55377"