Difference between revisions of "Testing Article1"

From OnePager Documentation
Jump to: navigation, search
(Split Resources in the Chart)
 
(593 intermediate revisions by 2 users not shown)
Line 1: Line 1:
==About Creating and Managing Free Boxes==
+
==Introduction==
  
'''Free boxes''' are similar to '''Comment boxes''', except that they are '''not''' attached to or associated with a task bar or milestone symbol. '''Free boxes''' are similar to text boxes in Microsoft PowerPoint. Unlike '''Comment boxes''', '''Free boxes''' can only be '''created''' in the chart by using the OnePager '''Insert''' ribbon tool bar tab and the '''Free Box''' button along with manipulation of your mouse and left-click button.
+
This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
===Default Free Box Settings===
+
==About Splitting and Parsing Fields==
  
Also, unlike '''Comment boxes''' the '''Free box's''' setting options are limited and preset within OnePager Pro and Express. That is, there are no '''Template Properties''' or '''Chart Properties''' form tabs devoted to '''Free boxes'''. The '''Shape Properties''' form shown below represents the '''default properties''' of any '''Free box''' created using the OnePager Pro or Express '''Insert''' ribbon tool bar tab's '''Free Box''' button on the ribbon:
+
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. 
  
<center>[[File:P70-14_0_1-70-(1A-1)-10072029.png]]</center>
+
===Split Resource Names Example===
<!--<center>P70-14_0_1-70-(1A-1)-10072029.png</center>-->
+
  
As shown in the above '''Shape Properties''' form, the '''editing''' options are limited to '''text string''', typical '''text string editing tools''', '''Free box width and height value setting''', '''color''' choices for the '''Free box's background''' and '''border line''', and '''Transparency''' checkbox. The '''Maintain aspect ratio''' checkbox is discussed below.
+
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:
  
===Editing Free Box Global Setting in the Chart===
+
<center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(1)-11022023.png</center>
  
As mentioned above, OnePager does not provide any '''global editing''' controls for '''Free boxes'''. Rather, the initial settings for '''Free box''' parameters are preset in the '''Shape Properties''' form for both OnePager  Pro and Express. After '''creating''' a '''Free box''' you can '''edit''' these initial '''Free box properties''' as needed. To reduce workload when you expect to have several '''Free boxes''' in your chart and snapshots, OnePager provides a '''Make a copy''' command whereby you can '''copy''' a '''Free box''' with the desired configuration, '''move''' it to a different position in the chart, and '''edit''' its '''text string''' or other '''properties''' as needed.
+
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:
  
==Creating a Free Box Using the Insert Tab on the OnePager Ribbon==
+
<center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center>
 +
<center>P72-24_5_3-72-(5)-11272023.png</center>
  
===Creating a Free Box Using the Free Box Button===
+
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.
  
To create a '''Free box''' in the chart, go to the OnePager '''Insert''' ribbon tool bar tab and click the '''Free Box''' button as shown below:
+
===Enabling Splitting===
  
<center>[[File:P70-14_0_1-70-(1)-10072029.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>P70-14_0_1-70-(1)-10072029.png</center>-->
+
  
===Mouse Cursor Actions For Creating a Free Box===
+
<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
Next, move the '''mouse cursor''' to the location on the '''graph''' where you want to place the '''Free box's''' initial corner, click once, hold down the left-click button, and '''drag''' the mouse to place the '''Free box's'''  other corner in the '''document area''':
+
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:P70-14_0_1-70-(2)-10072029.png]]</center>
+
<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
<!--<center>P70-14_0_1-70-(2)-10072029.png</center>-->
+
<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
You can create a '''Free box''' in any direction from the initial corner and by '''dragging''' the mouse in the '''document area''' you can adjust the '''size''' of the '''Free box'''.  
+
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:P70-14_0_1-70-(3)-10072029.png]]</center>
+
<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
<!--<center>P70-14_0_1-70-(3)-10072029.png</center>-->
+
<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
When you release the left-click mouse button the '''Free box''' looks something like this:
+
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.
  
<center>[[File:P70-14_0_1-70-(4)-10072029.png]]</center>
+
===Split Resources in the Chart===
<!--<center>P70-14_0_1-70-(4)-10072029.png</center>-->
+
  
The '''Free box created''' in the illustration above is configured with the starting '''properties''' of '''Free boxes''' as defined in the '''Shape 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:
  
==Changing the Properties of a Free Box==
+
<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2)-11022023.png</center>
  
Once a '''Free box''' is '''created''' its '''properties''' can be '''edited''' using the '''Shape Properties''' form accessed by right-clicking the '''Free box''' to access the '''Free box''' right-click '''context menu''' and selecting the '''Properties ...''' command as shown below:
+
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>[[File:P70-14_0_1-70-(4A)-09142020.png]]</center>
+
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>P70-14_0_1-70-(4A)-09142020.png</center>-->
+
  
===Shape Properties Form===
+
==Splitting Resources and Task Links==
  
The '''Shape properties''' form shown here:
+
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>[[File:P70-14_0_1-70-(9)-10082029.png]]</center>
+
==Related Links==
<!--<center>P70-14_0_1-70-(9)-10082029.png</center>-->
+
  
===Text Strings===
 
 
On this form, the window at the top is used for '''inserting''' or '''editing''' the '''text string''' that occupies the inside of the '''Free box'''. The '''text string''' can be of any length and consist of several individual lines. OnePager configures long '''text strings''' into multiple lines to fit within the defined '''Free box''' and adjusts the '''font size''' to retain the fit. '''Resizing''' the '''Free box''' alters the appearance of the '''text string''' in the '''Free box''' to maintain the minimum number of '''text string''' lines by further adjusting the '''font size'''. Throughout all '''text string''' editing''', OnePager maintains the selected '''text string''' alignments in the '''Free box''' in the '''horizontal''' and '''vertical''' directions. You can '''insert multiple lines''' in the '''text string''' window by placing your own '''carriage returns''' in the text string as shown here:
 
 
<center>[[File:P70-14_0_1-70-(10)-10082029.png]]</center>
 
<!--<center>P70-14_0_1-70-(10)-10082029.png</center>-->
 
 
You can '''edit''' the '''Free box’s Font properties''', its '''text alignments''', its '''dimensions''', its '''fill color''' and its '''line color''' through the use of the '''standard''' controls shown in the '''Shape Properties''' form above.
 
 
====Editing Free Box Text Fonts====
 
 
There are six (6) controls in the '''Font properties ''' form shown below accessed from the '''Shape Properties''' form which are standard in most applications involving '''text editing''':
 
 
<center>[[File:P70-14_0_1-70-(10A)-10082029.png]]</center>
 
<!--<center>P70-14_0_1-70-(10A)-10082029.png</center>-->
 
 
These controls include:
 
 
:* The '''Font Style''', implemented as a dropdown list, includes the '''font styles''' installed on your computer.
 
:* Clicking the '''Text Color''' button accesses the standard '''Color Chooser''' form.
 
:* The '''Font Size''' control is a dropdown list of possible sizes from '''1''' to '''48'''. You can also click in this window and type in a desired '''font size''' integer value.
 
:* The '''Bold''' button is a toggle that sets the selected '''text string''' as '''Bold text'''.
 
:* The '''Italics''' button, also a toggle, sets the selected '''text string''' as ''Italic text''.
 
:* The '''Underline''' button operates as a toggle that setts the selected '''text string''' as [[Underline]].
 
 
====Editing Free Box Text Alignments====
 
 
There are two (2) sets of three (3)  '''alignment''' buttons each in the '''Shape Properties''' shown above positioning '''text strings''' in the '''Free box'''. The top three (3) '''alignment''' buttons align the selected '''text string''' in a '''Free box horizontally''' within the space enclosed by the '''Free box'''. The bottom three (3) '''alignment''' buttons align the selected '''text string''' in a '''Free box vertically''' within the space enclosed by the '''Free box'''. When the size of the '''Free box''' changes either in a '''horizontal or vertical''' direction, the '''horizontal and vertical text string alignments''' are maintained. OnePager automatically increases or decreases the number of lines of the '''text string''' within the '''Free box''' to prevent the '''text string''' from overlapping a '''Free box boundary'''.
 
 
===Editing Free Box Width and Height===
 
 
You can manually set the '''width''' and '''height''' of an established '''Free box''' by changing the values in the '''Width and Height''' dial windows of the '''Shape Properties''' form. The units used for the '''Width''' and the '''Height''' values are in either '''inches''' or '''centimeters''' depending on the '''Template''' form used to create the chart.
 
 
===Maintain Aspect Ratio Checkbox===
 
 
When the '''Maintain aspect ratio''' checkbox is checked '''ON''' the two dial windows for '''Width and Height''' change together to maintain the same '''aspect ration''' for the selected '''Free box''' as when it was first '''created'''. '''Editing''' the '''Width and Height''' controls does not automatically change the '''Font size''' of the '''text string''' in the '''Free box''' to maintain correspondence with the change in '''Free box dimensions'''. With the '''Maintain aspect ratio''' checkbox checked '''OFF''', the two dial windows for '''Width and Height''' can be '''edited''' independently of one another. Independent operation of the '''Width and Height''' dial window controls offers more control over the dimensions of a '''Free box''' in the chart.
 
 
===Transparency===
 
 
The '''Transparency''' checkbox in the '''Shape Properties''' form for the '''Free box''' as the '''Transparency''' checkbox has for the same function in the '''Create or edit comment box''' form for the '''Comment box'''.
 
 
For more information on the '''Transparency checkbox''' in the '''Comment box''', please see the section in the article at:  [[Creating and Managing Comment Boxes for Version 7.0#Transparency Controls | Creating and Managing Comment Boxes-Transparency Controls]] <!--13.0.1-70-->
 
 
===Fill Color and Line Color Options===
 
 
You can '''edit''' the '''Fill color''' in the '''Free box''' as well as '''Line color''' or '''Border color''' on the '''Free box''' to accent its appearance. There are also '''No fill''' options on the '''Free Box’s Fill color''' and '''Line color''' by using the OnePager standard '''Color Chooser''' form accessed through the dropdown buttons on these two controls. To use this feature access the '''Shape Properties''' form and do the following:
 
 
1) Go to the '''Fill color''' control and click the dropdown button to access the standard '''Color Chooser''' form as shown below:
 
 
<center>[[File:P70-14_0_1-70-(11)-10082029.png]]</center>
 
<!--<center>P70-14_0_1-70-(11)-10082029.png</center>-->
 
 
2) Check the '''No fill''' checkbox '''ON''' which causes the standard '''Color Chooser''' form to close.
 
 
3) Then, click '''OK''' and the selected '''Free box''' looks like this:
 
 
<center>[[File:P70-14_0_1-70-(11A)-10082029.png]]</center>
 
<!--<center>P70-14_0_1-70-(11A)-10082029.png</center>-->
 
 
==Editing Free Boxes==
 
 
Once a '''Free box''' is '''created''' in the '''document area''', you can '''move it around''', '''resize it''', '''edit''' its properties, or '''delete''' it just as you do for a '''Comment box'''.
 
 
===Moving Free Boxes===
 
 
''Free boxes''' can be easily '''moved''' to different positions in the '''document area''' by first '''selecting''' the '''Free box''' with a left-click. Then, with the mouse cursor left-click button held down '''drag''' the '''Free box''' to the desired position as shown below:
 
 
<center>[[File:P70-14_0_1-70-(14)-10072029.png]]</center>
 
<!--<center>P70-14_0_1-70-(14)-10072029.png</center>-->
 
 
Note that the mouse cursor is changed to the '''four-pointed arrow''' when the mouse is left-clicked inside the '''selected Free box''' shown above. Release the left-click mouse button and the '''Free box''' is re-positioned as shown below:
 
 
<center>[[File:P70-14_0_1-70-(15)-10072029.png]]</center>
 
<!--<center>P70-14_0_1-70-(15)-10072029.png</center>-->
 
 
===Resizing a Free Box===
 
 
To '''resize''' a '''Free box''', left-click to '''select it''' and position the mouse cursor on one of the '''eight (8) grab boxes''' or '''grab circles''' shown below:
 
 
<center>[[File:P70-14_0_1-70-(16)-10072029.png]]</center>
 
<!--<center>P70-14_0_1-70-(16)-10072029.png</center>-->
 
 
When you do this, the mouse cursor changes shape to a '''Plus sign''' as shown below:
 
 
<center>[[File:P70-14_0_1-70-(17)-10072029.png]]</center>
 
<!--<center>P70-14_0_1-70-(17)-10072029.png</center>-->
 
 
'''Drag''' the mouse cursor so that the '''Free box''' is '''resized''' to the desired dimensions in the direction of the '''grab box''' you are using as shown below:
 
 
<center>[[File:P70-14_0_1-70-(18)-10072029.png]]</center>
 
<!--<center>P70-14_0_1-70-(18)-10072029.png</center>-->
 
 
When the desired dimensions are achieved, release the mouse button and the '''Free box''' is resized as shown below:
 
 
<center>[[File:P70-14_0_1-70-(19)-10072029.png]]</center>
 
<!--<center>P70-14_0_1-70-(19)-10072029.png</center>-->
 
 
===Using the Free Box's Right-Click Context Menu===
 
 
To use these functions, select the box with the mouse and right-click to access the '''free box''' right-click '''context menu''' shown below:
 
 
<center>[[File:P70-14_0_1-70-(5)-10072029.png]]</center>
 
<!--<center>P70-14_0_1-70-(5)-10072029.png</center>-->
 
 
The '''free box''' right-click '''context menu''' has the same five (5) commands as the '''Comment box''' right-click '''context menu''' and these commands along with the sub-commands on the '''Delete''' and '''Order''' sub-commands function in the same way for both types of '''boxes'''.
 
 
This similarity in commands, sub-commands, and function being the case, please use the '''Comment box''' '''editing''' instructions in the article at:  [[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]] <!--13.0.1-70-->
 
 
For more specific information on the use of the '''Delete''' and '''Order''' commands shown in the '''free box''' right-click '''context menu''' above, please use the links below:
 
 
<center>
 
 
{| class="wikitable"
 
{| class="wikitable"
| [[Creating and Managing Free Boxes for Version 7.0#Deleting a Free Box | Deleting a Free Box]] <!--14.0.1-70-->
+
| [[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
 
|-
 
|-
| [[Creating and Managing Free Boxes for Version 7.0#Ordering Free Boxes | Ordering Free Boxes]] <!--14.0.1-70-->
+
| [[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
</center>
+
 
+
Discussions for the three (3) remaining commands in the '''free box''' right-click '''content menu''' are covered below at these links:
+
 
+
<center>
+
{| class="wikitable"
+
| [[Creating and Managing Free Boxes for Version 7.0#Make a Copy | Make a Copy]] <!--14.0.1-70-->
+
 
|-
 
|-
| [[Creating and Managing Free Boxes for Version 7.0#Properties ... Command | Properties ... Command]] <!--14.0.1-70-->
+
| [[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
 
|-
 
|-
| | [[Creating and Managing Free Boxes for Version 7.0#Putting Selected Free Boxes in All Snapshots | Putting Free Boxes in All Snapshots]] <!--14.0.1-70-->
+
| [[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
 +
|-
 +
| [[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
 
|}
 
|}
</center>
 
  
===Using the OnePager Home Ribbon Tool Bar Tab's Font, Format, and Alignment Control Groups for Editing Free Boxes===
+
(24.5.9-72)
  
As an alternative, you can use several of the controls on the '''Home''' tab shown below to change the '''properties of text''' within '''Free boxes'''.
+
[[Category:Version 7.2]]
 
+
<center>[[File:P70-13_0_1-70-(5-1)-09142020.png]]</center>
+
<!--<center>P70-13_0_1-70-(5-1)-09142020.png</center>-->
+
 
+
====Editing Free Box Text Fonts====
+
 
+
There are eight (8) controls in the '''Font''' control group shown above which are standard in most applications involving '''text editing'''.
+
 
+
These controls include:
+
 
+
:* The '''Font Style''', implemented on the ribbon as a dropdown list, includes the '''font styles''' installed on your computer.
+
:* The '''Font Size''' control is a dropdown list of possible sizes from '''1''' to '''48'''. You can also click in this window and type in a desired '''font size''' integer value.
+
:* The '''Bold''' button is a toggle that sets the selected '''text string''' as '''Bold text'''.
+
:* The '''Italics''' button, also a toggle, sets the selected '''text string''' as ''Italic text''.
+
:* The '''Underline''' button operates as a toggle that setts the selected '''text string''' as [[Underline]].
+
:* The '''Increase font size''' button steps the selected '''text string's font size up''' one with every click.
+
:* The '''Decrease font size''' button steps the selected '''text string's font size down''' one with every click.
+
 
+
Clicking the '''Text Color''' button accesses the standard '''Color Chooser''' form.
+
 
+
====Editing Free Box Text Formats====
+
 
+
In the '''Format''' control group shown above only the '''Text Color''' button (shown as a paint bucket) is '''enabled''' when a '''Free box''' is selected. The '''Format...''' button shown above as a '''color palette icon''' is '''disabled''' as '''Free boxes''' are not supported by the '''Change Task/Milestone Properties''' form.
+
 
+
====Editing Free Box Text Alignments====
+
 
+
There are two (2) sets of three '''alignment''' buttons in the '''Alignment''' control group shown above related to the '''text strings''' in '''Free boxes'''. The top three (3) '''alignment''' buttons align the selected '''text string''' in a '''Free box''' '''vertically''' within the space enclosed by the '''Free box'''. The bottom three (3) '''alignment''' buttons align the selected '''text string''' in a '''Free box horizontally''' within the space enclosed by the '''Free box'''. When the size of the '''Free box''' changes either in a '''horizontal or vertical''' direction, the '''vertical and horizontal''' '''text string alignments''' are maintained. OnePager automatically increases or decreases the number of lines of the '''text string''' within the '''Free box''' to prevent the '''text string''' from overlapping a '''Free box boundary'''.
+
 
+
==Free Box Right-Click Context Menu Options==
+
 
+
Right-clicking on a displayed '''Free box''' accesses its right-click '''context menu''' as shown below:
+
 
+
<center>[[File:P70-14_0_1-70-(5)-10072029.png]]</center>
+
<!--<center>P70-14_0_1-70-(5)-10072029.png</center>-->
+
 
+
===Deleting a Free Box===
+
 
+
To '''Delete''' a '''Free box''', right-click on the selected '''Free box''' and choose '''Delete''' from the '''free box''' right-click '''context menu''' shown below. You have two (2) option to consider to '''Delete''' the '''Comment box''' as shown below:
+
 
+
<center>[[File:P70-14_0_1-70-(6)-100742019.png]]</center>
+
<!--<center>P70-14_0_1-70-(6)-100742019.png</center>-->
+
 
+
====From This Snapshot====
+
 
+
The '''From this snapshot''' sub-command causes the selected '''Free box''' to be '''deleted''' from the '''current snapshot only'''.  The same '''Free box''' appearing in other snapshots are not '''deleted''' and remain available when the snapshot is displayed in the '''Chart Editor'''. These remaining '''Free boxes''' can be individually '''edited''' and all '''edits''' are '''applied''' to the identical '''Free box''' appearing in other snapshots. A '''Free box''' once '''deleted''' from one or more snapshots can be '''restored to appear in all snapshots''' by '''selecting''' the '''Free box''' in a snapshot in which it appears, accessing the '''Free box's''' context menu and clicking the '''Put in all snapshots''' command. 
+
 
+
====From All Snapshots====
+
 
+
The '''From all snapshots''' sub-command causes the selected '''Free box''' to be '''deleted''' from '''all snapshots''' associated with the chart. When a '''Free box''' is '''deleted''' from '''all snapshots''' it can no longer be accessed in any snapshot. Generally, it is more common to '''delete''' a '''Comment box''' from '''all snapshots''', unless you want it to reappear in a different '''snapshot''' later on.
+
 
+
===Ordering Free Boxes===
+
 
+
'''Free boxes''', when created, are automatically displayed '''in front of all other graphics''' as shown here:
+
 
+
<center>[[File:P70-14_0_1-70-(7)-100742019.png]]</center>
+
<!--<center>P70-14_0_1-70-(7)-100742019.png</center>-->
+
 
+
====Send to Back Example====
+
 
+
If you want to avoid covering up task bar/milestone symbol or '''text labels''', for example, you can use the '''Order''' command in the '''free box''' right-click '''context menu''' to adjust the display of '''Free boxes''' on the '''Z-Axis''' as described below:
+
 
+
1) Right-click on the selected '''Free box''' and then click on the '''Order''' command as shown in the illustration above.
+
 
+
2) Mouse over the '''Order''' command to access the four sub-commands as shown above. 
+
 
+
3) As shown above, the '''Free box''' appears to be '''hiding''' task bars. 
+
 
+
4) If you want the task bars to appear on top of the '''Free box''', click the '''Send to back''' sub-command and the chart looks like this:
+
 
+
<center>[[File:P70-14_0_1-70-(8)-10072019.png]]</center>
+
<!--<center>P70-14_0_1-70-(8)-10072019.png</center>-->
+
 
+
The '''Free box''' in the illustration above is using its default '''Background color''' to better illustrate the '''Send to back''' sub-command.
+
 
+
====Bring to Front====
+
 
+
In a similar way, the '''Bring to Front''' sub-command results in the selected '''Comment box''' to appear over the baseline element in this illustration:
+
 
+
<center>[[File:P70-14_0_1-70-(7)-100742019.png]]</center>
+
<!--<center>P70-14_0_1-70-(7)-100742019.png</center>-->
+
 
+
====Bring Forward and Send Backward====
+
 
+
The '''Bring forward''' sub-command is treated as a '''stepping feature''' since the '''Z-Axis''' in the '''Chart Editor''' display on your screen consists of several '''layers'''. You can '''step-wise''' bring the '''Free box forward''' one step at a time by successively using the '''Bring forward''' sub-command. You can do this until the display of the selected '''Free box''' is at a desired '''Z-Axis layer'''. Similarly, the '''Send backward''' sub-command is also treated as a '''stepping feature''' like the '''Bring forward''' sub-command discussed above. You can '''step-wise''' send the '''Free box backward''' one step at a time by successively using the '''Send backward''' sub-command. You can do this until the display of the selected '''Free box''' is at a desired '''Z-Axis layer'''.
+
 
+
===Make a Copy===
+
 
+
You can create more than one '''Free box''' from an already '''created Free box''' by using the '''free box''' right-click '''context menu''' '''Make a copy''' command. To accomplish this, use the '''Make a copy''' command accessed by '''selecting''' the '''existing Free box''', right-clicking to access the '''free box''' right-click '''context menu, and then click the '''Make a copy''' command. These actions access the '''Shape properties''' form where you can specify the new '''Free box’s'''  '''text label''' and other properties as simply illustrated here:
+
 
+
<center>[[File:P70-14_0_1-70-(12)-10072019.png]]</center>
+
<!--<center>P70-14_0_1-70-(12)-10072019.png</center>-->
+
 
+
This '''copied Free box''' possesses all the attributes of any '''Free box created in the chart'''. From this '''Free box''' even '''additional Free boxes''' can be '''copied'''. '''Copied Free boxes''' can be '''edited''',  '''moved''', '''resized''', '''replicated in all snapshots''', and '''deleted''' as any other '''Free box''' in the chart.
+
 
+
===Properties ... Command===
+
 
+
Considering again the '''free box''' right-click '''context menu''' accessed when a '''Free box''' is right clicked, the '''Properties ...''' command accesses the '''Shape Properties''' form as shown below:
+
 
+
<center>[[File:P70-14_0_1-70-(1A-1)-10072029.png]]</center>
+
<!--<center>P70-14_0_1-70-(1A-1)-10072029.png</center>-->
+
 
+
After accessing the '''Shape Properties''' form, you can '''edit''' all the available '''properties''' for the '''selected Free box''' as described in this article. Clicking the '''OK''' button at the bottom right of the form '''applies''' your '''edits''' to the '''selected Free box''' in the current snapshot and in any other snapshot that the '''selected Comment box''' appears.
+
 
+
===Putting Selected Free Boxes in All Snapshots===
+
 
+
Use the '''Put in all snapshots context menu''' command shown below to assure that the '''selected Free box''' appears in '''all currently available and future''' snapshots in the chart.
+
 
+
<center>[[File:P70-14_0_1-70-(13)-100742019.png]]</center>
+
<!--<center>P70-14_0_1-70-(13)-100742019.png</center>-->
+
 
+
As discussed above, once a '''Free box''' is proliferated to other snapshots it can be '''edited''',  '''moved''', '''resized''', '''replicated in all snapshots''', and '''deleted''' as any other '''Free box''' in the chart. The '''default setting''' for '''created Free boxes''' is to put the '''Free box''' in '''all snapshots'''.  Sometimes a '''Free box''' is only appropriate for a '''selected snapshot''' and should not appear in '''all snapshots'''.  If this is the desired result, it is necessary to selectively '''delete''' the '''Free box''' from any snapshot that you do not want the '''Free box''' to appear. Should you subsequently decide that this '''Free box''' should be included in '''all snapshots''', right-click on the '''Free box''' and click the '''Put at all snapshots''' command in the '''context menu''' as previously demonstrated above.
+
 
+
==Related Links==
+
 
+
[[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-->
+
 
+
[[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]] <!--13.0.1-70-->
+
 
+
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
+
 
+
[[Comment Boxes Tab for Version 7.0 | Comment Boxes]] <!--21.11.1-70-->
+
 
+
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
+
 
+
(14.0.1-70)
+
 
+
[[Category:Version 7.0]]
+
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
[[Category:Free Boxes/Text Boxes]]
+
[[Category:Task/Milestone Editing]]
 +
[[Category:Column Splitting]]
 +
[[Category:Charts]]
 +
[[Category:Task Links]]
 
[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
[[Category:Charts]]
+
[[Category:Template Properties Form]]
[[Category:OnePager Pro]]
+
[[Category:Chart Properties Form]]
[[Category:OnePager Express]]
+
[[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)