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==About Decorations==
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==Introduction==
  
'''Decorations''' on task bars/milestone symbols include the following '''Data-Driven''' elements:
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This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
:* '''Date labels'''
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==About Splitting and Parsing Fields==
:* '''Percent complete'''
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:* '''Baselines'''
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:* '''Critical path'''
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:* '''Deadlines'''
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:* '''Endpoints'''
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'''Task bar name labels''' are not considered a '''Decoration''' for the purpose of this discussion.  
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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.
  
For more information on '''Managing task bar/milestone symbols and task bar name labels''', please see the articles at: [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
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===Split Resource Names Example===
  
To go directly to the detailed articles covering '''Modifying decorations on task bar/milestone symbols''', please click here: [[Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal)#Links to Detailed Decoration Editing Articles | Links to Detailed Decoration Editing Articles]] <!--10.0.1-70-->
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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:
  
==Global Decoration Controls==
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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>
  
'''Decorations''' are controlled through the '''Template Properties''' and '''Chart Properties''' forms. For more information on '''Using the Template Properties form''', please see the article at: [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
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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:
  
For more information on '''Using Chart Properties form''', please see the article at:: [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
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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>
  
For the purpose of this discussion, focus is placed on the '''Chart Properties''' form's '''Task Bars''' and '''Milestones''' tabs in the control groups as shown below:
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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.
  
<center>'''Template Properties Form - Task Bars Tab'''</center>
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===Enabling Splitting===
<center>[[File:P70-10_0_1-(1)-06012020.png]]</center>
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<!--<center>P70-10_0_1-(1)-06012020.png</center>-->
+
  
<center>'''Chart Properties Form - Task Bars Tab'''</center>
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To use this feature requires turning '''ON''' the feature in the Asana '''Template Properties''' form you intend to use to make the chart. The setting must be turned '''ON''' before the chart is created so launch OnePager Bundle from the '''desktop icon''', click the '''NEW''' button on the '''OnePager Bundle Start''' form to access the '''OnePager choices''' form, '''select''' your Asana '''source plan''', and type in the chart's '''title''' as shown here:
<center>[[File:P70-10_0_1-(2)-06012020.png]]</center>
+
<!--<center>P70-10_0_1-(2)-06012020.png</center>-->
+
  
This article overviews instructions on two methods for '''manually editing decorations''' for '''individual task barss/milestone symbols'''. The two (2) sub-sections below, we’ll briefly cover both methods: 
+
<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
:a) Using the '''Chart Properties''' form to change '''all''' task bars/milestone symbol decoration properties, and
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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:
  
:b) the '''Format…''' commands available to modify the decoration properties of a '''single''' task bar/milestone symbol.
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<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
==Using the Chart Properties Form To Edit Decorations==
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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:
  
'''Decorations''' on '''all''' task bars/milestone symbols can be '''manually edited''' by using the '''Task Bars''' or '''Milestones''' tabs in the '''Chart Properties''' form. Using these controls you can '''edit''' the '''decoration properties''' in the current chart without '''changing''' any of the settings in the current '''Template Properties''' form.  Doing so makes '''mavericks''' of all task bars/milestone symbols participating in the '''edit''' in the current chart. 
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<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
===Mirror Format Settings Between Task Bars and Milestones===
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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.
  
For convenience, we've added a checkbox titled '''Mirror format setting between task bars and milestones''' shown below:
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===Split Resources in the Chart===
  
<center>[[File:P70-10_0_1-(3)-06012020.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>P70-10_0_1-(3)-06012020.png</center>-->
+
  
When this checkbox is checked '''ON''', OnePager automatically makes any '''edits''' to '''Milestone symbols''' that are made to '''Task Bars''' for all settings where a '''blue dot''' appears to the right of the setting. This checkbox appears in both the '''Task Bar''' tab and the '''Milestones''' tab of the '''Chart Properties''' form and the corresponding tabs of the '''Template Properties''' form. The '''Milestones''' tab of the '''Chart Properties''' form is illustrated below:
+
<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2)-11022023.png</center>
  
<center>[[File:P70-10_0_1-(4)-06012020.png]]</center>
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In the chart with '''column splitting''' shown above, there are now several more task bars in the '''Chart Editor''' than there were before.  The task bar for '''Plate Movement''' is now '''split into two (2) separate task bars''', one for each of the '''two resources assigned'''. The task bar for '''Centrifugal Barrier''' is now '''split into three (3) separate task bars''', one for each of the '''three resources''' that were assigned to this task in the Asana '''source plan'''.  Each of the '''resources''' has a unique '''color''' assigned.  Each of the '''resources''' appears by itself in the '''Legend'''.  The '''Legend title''' shows the '''column name''' that is used for '''splitting the columns'''.
<!--<center>P70-10_0_1-(4)-06012020.png</center>-->
+
  
'''Task Bar''' and '''Milestones''' fill colors are always '''mirrored''' regardless of the '''Mirror...''' checkbox being checked '''ON''' or '''OFF'''.   Instructions for '''editing''' specific '''decorations''' for OnePager Pro and Express are located at the links shown in the next section below:
+
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'''.
  
===Links to Detailed Decoration Editing Articles===
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==Splitting Resources and Task Links==
  
Use the links below to access more information on '''editing''' task bar/milestone symbol '''decorations''':
+
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==
  
 
{| class="wikitable"
 
{| class="wikitable"
| [[Task Labels for OnePager Pro for Version 7.0 | Task Labels for OnePager Pro]] <!--10.15.1-70-->
+
| [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
| [[Task Labels for OnePager Express for Version 7.0 | Task Bar Name Labels for OnePager Express]] <!--10.16.1-70-->
+
| [[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
 
|-
 
|-
| [[Labeling Task/Milestone Dates for Version 7.0 (OnePager Pro) | Labeling Task/Milestone Dates for OnePager Pro]] <!--10.1.1-70-->
+
| [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72
| [[Labeling Task/Milestone Dates for Version 7.0 (OnePager Express) | Labeling Task/Milestone Dates for OnePager Express]] <!--10.2.1-70-->
+
| [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72
 
|-
 
|-
| [[Percent complete for Version 7.0 (OnePager Pro) | Percent complete for OnePager Pro]] <!--10.3.1-70-->
+
| [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72
| [[Percent complete for Version 7.0 (OnePager Express) | Percent complete for OnePager Express]] <!--10.4.1-70-->
+
| [[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
 
|-
 
|-
| [[Baselines for Version 7.0 (OnePager Pro) | Baselines for OnePager Pro]] <!--10.5.1-70-->
+
| [[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
| [[Baselines for Version 7.0 (OnePager Express) | Baselines for OnePager Express]] <!--10.6.1-70-->
+
| [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] 24.4.1-72
 
|-
 
|-
| [[Critical path for Version 7.0 (OnePager Pro) | Critical path for OnePager Pro]] <!--10.7.1-70-->
+
| [[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
 
|-
 
|-
| [[Deadlines for Version 7.0 (OnePager Pro) | Deadlines for OnePager Pro]] <!--10.9.1-70-->
+
| [[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
| [[Deadlines for Version 7.0 (OnePager Express) | Deadlines for OnePager Express]] <!--10.10.1-70-->
+
| [[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
 
|-
 
|-
| [[Endpoints for Version 7.0 (OnePager Pro) | Endpoints for OnePager Pro]] <!--10.11.1-70-->
+
| [[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
| [[Endpoints for Version 7.0 (OnePager Express) | Endpoints for OnePager Express]] <!--10.12.1-70-->
+
| [[Splitting and Parsing Columns for Wrike in OnePager Version 7.2 | Splitting and Parsing Columns for Wrike in OnePager]] 24.5.11-72
|-
+
| [[Order of Tasks/Milestones Decorations for Version 7.0 | Order of Tasks/Milestones Decorations]] <!--10.13.1-70-->
+
 
|}
 
|}
  
==Editing Individual Task Bar/Milestone Symbol Decorations in the Chart Editor==
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(24.5.9-72)
  
'''Decorations''' can be '''edited''' for individual task bars and milestone symbols (or selected groups of them) using the '''Change Task/Milestone Properties''' form. This form is accessed in two ways:
+
[[Category:Version 7.2]]
 
+
[[Category:Editing the Chart]]
===Right-Clicking a Task Bar/Milestone Symbol or  Task Bar Name Label===
+
[[Category:Task/Milestone Editing]]
 
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[[Category:Column Splitting]]
Accessing the '''Change Task/Milestone Properties''' form with this method requires you to right-click on the task bar or milestone symbol or the '''task bar name label''' to access the right-click context menu''' for either.  This action accesses the available commands in the right-click '''context menu''' when a task bar is right-clicked as shown below:
+
 
+
<center>[[File:P70-10_0_1-(5)-06012020.png]]</center>
+
<!--<center>P70-10_0_1-(5)-06012020.png</center>-->
+
 
+
The '''Format...''' command can also be accessed by right-clicking a '''task bar's name label as shown here:
+
 
+
<center>[[File:P70-10_0_1-(5A)-06012020.png]]</center>
+
<!--<center>P70-10_0_1-(5A)-06012020.png</center>-->
+
 
+
Either way the '''Format...''' command is accessed in a right-click '''context menu''', clicking the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form as shown here:
+
 
+
<center>[[File:P70-10_0_1-(6)-06012020.png]]</center>
+
<!--<center>P70-10_0_1-(6)-06012020.png</center>-->
+
 
+
The '''Format''' tab is shown above where you can '''edit''' the task bar/milestone symbol's properties shown. Clicking any of the other six (6) '''decoration''' tabs on the form accesses the specific capabilities for '''editing''' that specific '''decoration''' for the selected task bar/milestone symbol(s).
+
 
+
The '''Task Labels''' tab is used for positioning the '''task bar name label''' and '''editing''' its related properties but is not considered a '''decoration''' and is discussed this series of articles:  [[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-->
+
 
+
===Format button on the OnePager Pro Home Ribbon Tool Bar Tab===
+
 
+
The '''Change Task/Milestone Properties''' form can also be accessed by clicking the '''Format…''' button on the OnePager '''Home''' ribbon tool bar tab after you selected one or more task bars/milestone symbols to '''edit'''.  The '''Format...'''button on the ribbon is shown below:
+
 
+
<center>[[File:P70-10_0_1-(7)-06012020.png]]</center>
+
<!--<center>P70-10_0_1-(7)-06012020.png</center>-->
+
 
+
After clicking the '''Format...''' button as shown above, the '''Change Task/Milestone Properties''' form is accessed as shown here:
+
 
+
<center>[[File:P70-10_0_1-(8)-06012020.png]]</center>
+
<!--<center>P70-10_0_1-(8)-06012020.png</center>-->
+
 
+
The '''Format''' tab is shown above where you can '''edit''' the task bar/milestone symbol '''format properties''' shown. Clicking any of the other six (6) '''decoration''' tabs on the form accesses the specific capabilities for '''editing''' that specific '''decoration''' for the selected task bar/milestone symbol(s). 
+
 
+
The '''Task Labels''' tab is used for positioning the '''task bar name label''' and '''editing''' its related properties but is not considered a '''decoration''' and is discussed this series of articles:  [[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-->
+
 
+
==Related Link==
+
 
+
[[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-->
+
 
+
[[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-->
+
 
+
(10.0.1-70)
+
 
+
[[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:Labels]]
+
[[Category:Name Label Collision Avoidance]]
+
[[Category:Percent Complete]]
+
[[Category:Critical Path]]
+
[[Category:Deadlines]]
+
[[Category:Endpoints]]
+
[[Category:Mavericks]]
+
[[Category:OnePager Pro]]
+
[[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)