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| − | ==About Multiple Swimlane Levels== | + | ==Introduction== |
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| − | OnePager version 7.0 features a dramatic increase in visual capability by providing you the ability to display up to three (3) '''swimlane levels''' in your charts. Previous versions of OnePager Pro and Express featured only one '''swimlane level''' with multiple rows grouped within this one '''swimlane level'''.
| + | This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''. |
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| − | ==Multiple Swimlane Levels - Example == | + | ==About Splitting and Parsing Fields== |
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| − | Perhaps the best way to familiarize you with this new capability is to provide an example of how '''multiple swimlane levels''' can be used to organize your chart. Using the BlueGrass Project’s Microsoft Project '''source plan''' shown below, we can create a chart with '''three swimlane levels''':
| + | 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. |
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| − | <center>[[File:P70-0_4_1-70-(1)-03102020.png]]</center>
| + | ===Split Resource Names Example=== |
| − | <!--<center>P70-0_4_1-70-(1)-03102020.png</center>-->
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| − | ===Getting Started===
| + | 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: |
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| − | Before jumping into the example, perhaps some terminology should be explained from the chart above.
| + | <center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(1)-11022023.png</center> |
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| − | The illustration above is our '''BlueGrass Project Plan''' with standard Microsoft Project fields with names that are typically used. However, in the example we are going to construct the '''multiple swimlane level''' chart with three '''swimlane levels''' and two '''text columns''' as follows:
| + | 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: |
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| − | :1) The '''Text30''' MS Project '''source plan''' field is used to represent the '''highest swimlane level''' called '''Left#1''', as you’ll see in the '''Chart Properties form'''. This '''swimlane level''' represents the '''Phases''' of the project. | + | <center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center> |
| | + | <center>P72-24_5_3-72-(5)-11272023.png</center> |
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| − | :2) As shown in the above illustration, the '''Level 1 summary name''' component of the MS Project '''source plan '''is the next '''highest swimlane level''' called '''Left#2'''.
| + | 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. |
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| − | :3) For the '''lowest swimlane level''' shown in the chart or '''Left#3''', we use the '''Resource Names''' field from the MS Project '''source plan'''.
| + | ===Enabling Splitting=== |
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| − | :4) Additionally, the chart with '''multiple swimlane levels''' uses the '''Start''' and '''Finish '''fields form the MS Project '''source plans '''to display two '''text columns''' in the chart called '''Left#1''' and '''Left#2''', respectively.
| + | 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: |
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| − | If you are not using one of OnePager Pro’s standard '''Template Properties''' forms, these settings must be updated into the '''Chart Properties '''form after the basic chart is created. However, what is done here in the interest of speeding this example along is to create a '''Template Properties''' form specifically for this chart and establish the settings within this '''Template Properties '''form as described above. As part of the creation of this '''Template Properties''' form, we show the contents of the '''Swimlane''' and '''Text Column Formatting '''forms to demonstrate where '''swimlane level headings''' and '''text column headings''' are established for the chart.
| + | <center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2A)-11022023.png</center> |
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| − | ===Setting Up the Template Properties Form===
| + | When you click the '''Next>''' button at the bottom of the form, OnePager accesses the second page of the '''OnePager choices''' form shown below: |
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| − | ====Showing the Left#1 Swimlane Level====
| + | <center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2AA)-11022023.png</center> |
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| − | The next series of illustrations display the '''Template Properties '''form’s '''Rows/Swimlanes''' tab at the three '''swimlane levels''' ('''Left#1 '''through '''Left#3''') and the two '''Text Column '''sub-tabs for '''Left#1 '''and '''Left#2'''.
| + | 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: |
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| − | The illustration below shows the '''Template Properties '''form’s '''Rows/Swimlanes '''tab and the '''Left#1''' '''swimlane level''' sub-tab along with the '''Swimlane Formatting – Left#1 '''form which was accessed by clicking the '''Swimlane Formatting … '''button shown below:
| + | <center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2AAA)-11022023.png</center> |
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| − | <center>[[File:P70-0_4_1-70-(2)-03102020.png]]</center>
| + | 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>P70-0_4_1-70-(2)-03102020.png</center>-->
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| − | :1) At '''Step 1''' shown above, the '''Left#1 '''sub-tab of the tab in the '''Swimlanes '''control group shows that the '''Group by '''checkbox is checked '''ON''' and the dropdown list of MS Project '''source plan field names''' were used to select the '''Text30''' MS Project '''source plan field''' to '''group '''rows into this '''swimlane level'''.
| + | ===Split Resources in the Chart=== |
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| − | :2) '''Step 2''' shows that the '''Swimlane Formatting…''' button was clicked to access the '''Swimlane Formatting '''form for '''Left#1'''; the name of the form being expanded so it is clear which '''swimlane level''' is the focus.
| + | 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: |
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| − | :3) '''Step 3''' shows that the '''Make heading automatically''' checkbox is checked '''OFF''', '''enabling''' the '''Custom heading: '''window where we’ve typed in the term '''Phrase''' which appears in '''The Corner''' of the chart on top of the '''Left#1 swimlane level '''column. | + | <center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2)-11022023.png</center> |
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| − | :4) '''Step 4''' has the '''Label by:''' checkbox checked '''ON''' which is the '''show/no show switch''' for this '''swimlane level'''. Normally, the '''enabled '''window displays the '''source plan field''' that is used to populate the '''swimlane level''' and its '''cells'''. You do have the option to change this selection to another '''source plan field''' if necessary by using the dropdown list.
| + | 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'''. |
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| − | :5) Note that the '''Swimlane Formatting – Left#1 '''form provides controls for managing the '''label/text''' for the '''Column Heading''', '''Swimlane Text''' in each of the '''swimlane level cells''', and controls for managing '''Swimlane Borders'''.
| + | 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'''. |
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| − | :6) After completing the settings for the '''Swimlane Formatting – Left#1''' form, click the '''OK '''button at the bottom of the form to return to the '''Rows/Swimlanes '''tab where you can continue '''editing'''.
| + | ==Splitting Resources and Task Links== |
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| − | ====Showing the Left#2 Swimlane Level====
| + | 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. |
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| − | Continuing with the definition of '''swimlane levels''' process, the illustration below shows the '''Template Properties '''form’s '''Rows/Swimlanes '''tab and the '''Left#2''' '''swimlane level''' sub-tab along with the '''Swimlane Formatting – Left#2 '''form which was accessed by clicking the '''Swimlane Formatting … '''button shown below:
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| − | <center>[[File:P70-0_4_1-70-(3)-03102020.png]]</center>
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| − | <!--<center>P70-0_4_1-70-(3)-03102020.png</center>-->
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| − | :1) The illustration above parallels the previous illustration for the '''Left#1 swimlane level''' where the '''Group by''' checkbox is checked '''ON''', the '''Left#2 swimlane level''' the '''Group by''' field is '''Level 1 summary name''', and in the '''Swimlane Formatting – Left#2''' form we are using the term '''Sub-Phase''' as to the '''swimlane level heading''' for the '''Left#2 swimlane level'''.
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| − | :2) The contents of the '''Swimlane Formatting – Left#2 '''form are identical for each '''swimlane level'''.
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| − | :3) After completing the settings for the '''Swimlane Formatting – Left#2''' form, click the '''OK '''button at the bottom of the form to return to the '''Rows/Swimlanes '''tab where you can continue '''editing'''.
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| − | ====Showing the Left#3 Swimlane Level====
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| − | To complete the definition of the '''three swimlane levels''', click the '''Lef#3 '''sub-tab in the '''Swimlanes '''control group of the '''Rows/Swimlanes '''tab as shown below:
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| − | <center>[[File:P70-0_4_1-70-(4)-03102020.png]]</center>
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| − | <!--<center>P70-0_4_1-70-(4)-03102020.png</center>-->
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| − | :1) Clicking the '''Left#3 '''sub-tab shown in Step 1 above, the '''Group by '''checkbox is checked '''ON''' and the '''Resource Names''' MS Project '''source plan field''' is selected for the '''Left#3 swimlane level'''.
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| − | :2) After clicking the '''Swimlane Formatting… '''button shown at '''Step 2''' and accessing the '''Swimlane Formatting – Left#3''' form, note that the '''Make heading automatically''' checkbox is checked '''ON'''. This action '''disables''' the '''Custom heading: '''window and tells OnePager to use '''Resource Names''' for '''swimlane level''' '''heading '''for '''Left#3'''.
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| − | :3) After completing the '''Swimlane Formatting – Left#3''' form, click the '''OK''' button to return to the '''Rows/Swimlanes '''tab.
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| − | This completes the definition of the '''three swimlane levels''' for this '''Template Properties''' form and we can move to the '''Text Columns '''control group on the '''Rows/Swimlanes '''tab to define the two '''text columns''' for this series of charts as described below.
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| − | ====Showing the Left#1 Text Column====
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| − | Setting up the definition for '''text columns '''has not changed from previous versions of OnePager. However, the controls are reorganized and, like the '''swimlane level''' definition, a '''Text-Column Formatting – Left#n '''form is provided for each of the five (5) '''text columns''' you can define for a chart as shown below for '''text column Left#1''':
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| − | <center>[[File:P70-0_4_1-70-(5)-03102020.png]]</center>
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| − | <!--<center>P70-0_4_1-70-(5)-03102020.png</center>-->
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| − | :1) In '''Step 1''' above, the '''Left#1 text column '''sub-tab is selected and the '''Display data from '''checkbox is checked '''ON '''and used with the adjoining dropdown menu to select the MS Project '''Start source plan field''' for this '''text column'''.
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| − | :2) In '''Step 2''', the action is to click the '''Text Column Formatting… '''button to access the '''Text-Column Formatting – Left#1 '''form.
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| − | :3) In '''Step 3''', we’ve let OnePager create the '''text column Left#1 heading''' by making sure the '''Make heading automatically''' checkbox is checked '''ON'''.
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| − | :4) Again, as an option, '''Step 4''' shows that in the '''Text-Column Formatting – Left#1 '''form you can use the '''Display data from '''dropdown menu in the '''Column Text '''control group to change the '''source plan '''field.
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| − | :5) When finished with the '''Text-Column Formatting – Left#1 '''form, click the '''OK '''button to return to the '''Rows/Swimlanes '''tab.
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| − | ====Showing the Left#2 Text Column====
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| − | We finish up our example with the definition of '''Text Column Left#2''' as shown in the '''Rows/Swimlanes '''form at the '''Left#2 '''sub-tab in the '''Text Columns''' control group shown below:
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| − | <center>[[File:P70-0_4_1-70-(6)-03112020.png]]</center>
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| − | <!--<center>P70-0_4_1-70-(6)-03112020.png</center>-->
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| − | :1) Looking at the '''Left#2 '''sub-tab in the '''Text Columns '''control group of the '''Rows/Swimlanes''' tab in '''Step 1''', the '''Display data from''' checkbox is checked '''ON''' and the dropdown window shows that the MS Project '''source plan Finish field''' is selected.
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| − | :2) For '''Step 2''', clicking the '''Text Column Formatting… '''button to access the '''Text-Column Formatting – Left#2 '''form shows that the '''Make headings automatically '''checkbox is checked '''ON '''so OnePager creates the '''text column heading''' for '''Left#2'''.
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| − | :3) In '''Step 3''', the '''Finish source plan field''' is displayed in the form’s '''Column Text '''control group and the window is available to access the dropdown menu to change the selection.
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| − | :4) When finished with the '''Text-Column Formatting – Left#2 '''form, click the '''OK '''button to return to the '''Rows/Swimlanes '''tab.
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| − | This completes the settings for '''swimlane levels''' and '''text columns''' in this '''Template Properties''' form. Once finished, click the '''Use '''button and the '''Template Properties '''form becomes the current '''Template Properties '''for the creation of chart.
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| − | ===Creating the Chart===
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| − | Creating the chart after the '''Template Properties '''form is configured, made the current '''Template Properties '''form, and the MS Project '''source plan '''identified, it is a matter of using one of the OnePager Pro or Express '''basic workflows''' to create the chart.
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| − | For more information on '''Basic Workflows''', please see the articles at: [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
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| − | We’ve gone through that process with the current '''Template Properties '''form and used the BlueGrass Project '''source plan '''to create a chart that looks like this:
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| − | <center>[[File:P70-0_4_1-(7)-06112020.png]]</center>
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| − | <!--<center>P70-0_4_1-(7)-06112020.png</center>-->
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| − | In the chart above, the '''swimlane levels''', the '''swimlane level headings''', the '''swimlane level cells''', the '''text column headings''', and the '''text column cells''' all correspond to the definitions in the '''Template Properties''' form we updated. There is a lot of information in the chart above with respect to '''swimlane levels''' and the''' graph''' is organized such that '''task bars''' are presented as '''descending''' from left to right by '''Start Date'''.
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| − | If we assume for a moment that '''senior executives''' are interested in the entire project but at the '''Phase''' level, the chart above can be configured into a single '''swimlane level''' chart just displaying the '''Left#1 swimlane level''' by going to the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab and turning '''OFF''' the '''Label by '''checkbox in the corresponding '''Swimlane Formatting – Left#2''' and '''Swimlane Formatting – Left#3 '''forms as shown for the '''Left#3 '''swimlane level below:
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| − | <center>[[File:P70-0_4_1-70-(8)-03112020.png]]</center>
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| − | <!--<center>P70-0_4_1-70-(8)-03112020.png</center>-->
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| − | When these two '''Chart Properties '''form changes are made, the chart looks like this:
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| − | <center>[[File:P70-0_4_1-(9)-06112020.png]]</center>
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| − | <!--<center>P70-0_4_1-(9)-06112020.png</center>-->
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| − | In a similar way the '''swimlane levels''' defined for this chart can be reconfigured to focus the content on middle management that might be more interested in the '''Sub-Phases''' and '''Resource Names'''. By checking the '''Label by''' checkboxes to '''ON''' in the '''Swimlane Formatting – Left#2 '''and '''Left#3 '''forms and unchecking the '''Label by '''checkbox for the '''Swimlane Formatting –Left #1 '''form '''OFF''' the chart looks like the one below:
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| − | <center>[[File:P70-0_4_1-(10)-06112020.png]]</center>
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| − | <!--<center>P70-0_4_1-(10)-06112020.png</center>-->
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| − | In the above chart, middle managers can see the '''Sub-Phase''' organization and the '''Resource Names''' assigned without the need to have the '''Phase swimlane level''' in view. Throughout these simple modifications of the chart, the organization of the '''row''' and '''task bars''' remained the same.
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| − | ==Manual Editing With Multiple Swimlane Levels - Example==
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| − | The example above showed how '''editing '''within the '''Template Properties ''' and '''Chart Properties''' forms can '''globally edit''' the chart. In this section we’ll cover the methods for selecting and '''editing''' both '''swimlane level and text column level components''' (i.e., '''headings''', '''cells''', '''swimlanes''', and '''rows'''). You can select and '''edit''' individual '''swimlane level heading cells''' and '''text column heading cells''' in '''The Corner''' as well as individual '''swimlane level cells''' where these terms are defined in the chart shown below:
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| − | <center>[[File:P70-0_4_1-(11)-06112020.png]]</center>
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| − | <!--<center>P70-0_4_1-(11)-06112020.png</center>-->
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| − | ===Selection Methods Available for Multiple Swimlane Levels===
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| − | Before discussing the available features for individually '''editing''' '''swimlane level cells''' and '''swimlane''' properties, '''text columns''' and their properties, we need to emphasize that the selection methods available from previous versions of OnePager Pro and Express are the same with OnePager version 7.0.
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| − | ====The Single Left-Click Option====
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| − | This means that you retain the capability to use the '''left-click''' in a '''swimlane level heading cell''', a '''swimlane''', a '''text column heading cell''', and a '''text column cell and its row''' to individually select these '''elements''' in the chart and '''graph'''. Selecting a '''row''' requires that at least one '''text column''' be showing in the chart so that the '''left-click '''to select a '''row''' has a position where the '''row''' can be selected. Performing a '''left-click''' in '''empty space '''in the''' graph''' is not supported in OnePager version 7.0. '''Left-clicking''' in '''swimlane''' and '''text column''' '''cells''' is primarily done to select '''swimlane '''and '''rows '''for '''dragging and dropping '''actions to reorganize them in the chart. '''Left-clicking '''in these components is also a way of selecting before using the '''right-click '''to access the '''component’s '''right-click '''context menu'''. The '''right-click '''and '''context menu''' discussions are presented in a later section.
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| − | ====The Slow Left-Click Option====
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| − | The '''slow left-click''' is a technique available in OnePager version 7.0 for distinguishing between the intent to select an entire '''swimlane''', for example at any level, and selecting a particular '''swimlane level cell'''. When the '''slow left-click '''technique is used on '''swimlane level cell''', the first '''left-click '''in a '''swimlane level cell''' selects the '''swimlane level cell''' and its '''swimlane''' in accordance with the '''swimlane level''' being selected as shown here:
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| − | <center>'''First Left-Click on a Swimlane Level Cell'''</center>
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| − | <center>[[File:P70-0_4_1-(11A-1)-06102020.png]]</center>
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| − | <!--<center>P70-0_4_1-(11A-1)-06102020.png</center>-->
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| − | The '''second''' '''left-click '''part of the '''slow left-click '''technique results in the '''swimlane level cell''' being selected as shown below:
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| − | <center>'''Second Left-Click on a Swimlane Level Cell'''</center>
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| − | <center>[[File:P70-0_4_1-(11B-1)-06102020.png]]</center>
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| − | <!--<center>P70-0_4_1-(11B-1)-06102020.png</center>-->
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| − | When the '''slow left-click '''technique is used with '''text columns''', the first '''left-click '''in a '''text column cell''' selects the '''text column cell''' and its '''row''' as shown here:
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| − | <center>'''First Left-Click on a Text Column Cell'''</center>
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| − | <center>[[File:P70-0_4_1-(11C-1)-06102020.png]]</center>
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| − | <!--<center>P70-0_4_1-(11C-1)-06102020.png</center>-->
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| − | The '''second''' '''left-click '''part of the '''slow left-click '''technique results in just the '''text column cell''' being selected as shown below:
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| − | <center>'''Second Left-Click on a Text Column Cell'''</center>
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| − | <center>[[File:P70-0_4_1-(11D-1)-06102020.png]]</center>
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| − | <!--<center>P70-0_4_1-(11D-1)-06102020.png</center>-->
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| − | With '''text columns''', doing a '''left-click '''in one '''text column cell '''when more than one '''text column '''is '''showing''' selects all '''text column cells in the row'''. To use the '''slow double-left-click '''effectively, perform the first '''left-click '''in the '''text column cell''' you wish to ultimately select. Once you make an individual '''swimlane level cell''' or '''text column cell '''selection with this option, OnePager remains in the '''slow left- click '''mode and you cannot select an entire '''swimlane''' or '''text column’s row'''. To exit the '''slow left-click''' mode, perform one '''left-click''' in '''empty space''' in the graph. The '''right-click '''selection methods and discussed in a later sub-section below.
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| − | ====The CTL+Left-Click Option====
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| − | The '''CTL+Left-Click''' option is used to select '''multiple individual swimlanes''' by first selecting the '''first swimlane''' with a '''left-click '''in the desired '''swimlane level cell''' and then, with the '''CTL key''' held down, '''left-clicking''' in the remaining desired '''swimlane level cells''' as shown here:
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| − | <center>[[File:P70-0_4_1-(11E-1)-06102020.png]]</center>
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| − | <!--<center>P70-0_4_1-(11E-1)-06102020.png</center>-->
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| − | You can only use the '''CTL+Left-Click '''option to make '''multiple swimlane''' selections at '''one swimlane level'''. That is, if you make your first selection at the '''Left#2 swimlane level''' in one of its '''swimlane level cells''' your next and following selections, if any, can only be in another '''Left#2 swimlane level cell'''. You are prohibited from making '''multiple swimlane''' selections across '''heterogeneous swimlane level cells''' with the '''CTL+Left-Click '''option.
| + | |
| − | | + | |
| − | ====The SHIFT+Left-Click Option====
| + | |
| − | | + | |
| − | The '''SHIFT+Left-Click''' option is used to select a '''contiguous sequence of swimlane level cells''' and their '''swimlanes''' by first '''left-clicking''' in the first '''swimlane level cell''', then holding the '''SHIFT key '''down and , second, '''left-clicking''' in the last '''swimlane level cell''' in the sequence as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-0_4_1-(11F-1)-06102020.png]]</center>
| + | |
| − | <!--<center>P70-0_4_1-(11F-1)-06102020.png</center>-->
| + | |
| − | | + | |
| − | As with the '''CTL+Left-Click '''option, you can only make sequential '''swimlane level cell '''selections in one '''swimlane level'''.
| + | |
| − | | + | |
| − | ===Selection Methods Available for Multiple Text Columns===
| + | |
| − | | + | |
| − | The selection methods available for '''rows''' and '''text column cells''' are essential the same as for selecting '''swimlanes''', '''swimlane level heading cells''' and '''swimlane level cells''' discussed in the previous sub-section. For selecting a '''row''', there must be at least one '''text column showing''' in the chart. This is the place where you can apply the '''left-click''' or '''slow left-click '''technique as shown here:
| + | |
| − | | + | |
| − | <center>[[File:P70-0_4_1-(11G-1)-06102020.png]]</center>
| + | |
| − | <!--<center>P70-0_4_1-(11G-1)-06102020.png</center>-->
| + | |
| − | | + | |
| − | When there are two or more '''text columns''' present in the chart, performing the single '''left-click '''in any '''text column cell '''in the '''row''' selects all '''text column cells and the row'''. To select a particular '''text column cell''', place the mouse cursor '''in that cell''' and use the '''slow left-click''' technique that selects all '''text column cells and the row''' and with the second '''left-click''' the specific '''text column cell''' as demonstrated in the previous sub-section.
| + | |
| − | Remember that once you use the '''slow left-click''' the mouse '''left-click selection mode '''changes and to return to the normal '''left-click '''mode you must perform a '''single left click''' in '''empty space''' (any '''row''' in the '''graph''') to restore the normal selection mode.
| + | |
| − | | + | |
| − | The '''CTL+Left-Click '''option can be used on any individual '''text column cell''' to select visible '''text column cells''' and their respective '''rows''' as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-0_4_1-(11H-1)-06102020.png]]</center>
| + | |
| − | <!--<center>P70-0_4_1-(11H-1)-06102020.png</center>-->
| + | |
| − | | + | |
| − | The '''CTL+Left-Click '''option cannot be used to select '''text column cells '''and '''swimlane level cells'''.
| + | |
| − | | + | |
| − | The '''SHIFT+Left-Click''' option can be used, again as described in the previous sub-section, on a set of '''text column cells''' as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-0_4_1-(11I-1)-06102020.png]]</center>
| + | |
| − | <!--<center>P70-0_4_1-(11I-1)-06102020.png</center>-->
| + | |
| − | | + | |
| − | When there is more than one set of '''text column cells '''in the chart, using this option works when any of the visible '''text column cells''' are clicked with the '''SHIFT+Left-Click''' technique. The '''SHIFT+Left-Click''' option cannot be used to select a series of '''text column cells''' and '''swimlane level cells'''. Attempting to do so changes the operation from a '''SHIFT+Left-Click on text column cells''' to a '''SHIFT+Left-Click on swimlane level cells'''.
| + | |
| − | | + | |
| − | ===Editing Methods for Swimlane Levels and Text Column Components (Headings, Cells, Swimlanes, and Rows)===
| + | |
| − | | + | |
| − | Once selection of a '''swimlane level cell '''or '''text column cell''' is accomplished, you have the option to access its right-click '''context menus''' or to use the '''grab boxes''' on '''row''' or '''swimlane''' components to change their '''height'''. This section’s focus is on the '''right-click context menus''' available although we don’t go into each individual command because these commands are the same as in previous versions of OnePager Pro and Express. New commands are present in OnePager 7.0 to support the '''Smart Text Optimization '''feature.
| + | |
| − | | + | |
| − | For more information on the '''Smart Text Optimization''' feature and other '''label/text editing''' subjects, 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-->
| + | |
| − | | + | |
| − | However, the inclusion of the '''multiple swimlane levels''' adds depth to what these commands can accomplish.
| + | |
| − | | + | |
| − | ====Right-Clicking on Swimlane Level and Text Column Headings to Accesses the Edit Corner Properties Form====
| + | |
| − | | + | |
| − | The '''headings''' for '''swimlane levels''' are found in '''The Corner''' and right-clicking '''The Corner''' in any of its '''cells''' accesses the '''Edit corner properties''' form as shown here:
| + | |
| − | | + | |
| − | <center>[[File:P70-0_4_1-70-(12)-04242020.png]]</center>
| + | |
| − | <!--<center>P70-0_4_1-70-(12)-04242020.png</center>-->
| + | |
| − | | + | |
| − | Right-clicking in a '''text column heading''' also access the '''Edit corner properties''' form for the selected '''text column heading'''. Since '''The Corner''' is also used to display '''headings''' for '''time axis levels''' and '''right-clicking''' in these '''time axis level label cells''' also access the '''Edit corner properties''' form.
| + | |
| − | | + | |
| − | ====Swimlane Level Cell Right-Click Context Menu====
| + | |
| − | | + | |
| − | Right-clicking in a '''swimlane level cell''', regardless of whether it was pre-selected, accesses the '''swimlane level cell '''right-click '''context menu''' shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-0_4_1-70-(12A-1)-04242020.png]]</center>
| + | |
| − | <!--<center>P70-0_4_1-70-(12A-1)-04242020.png</center>-->
| + | |
| − | | + | |
| − | '''Right-clicking''' in any '''swimlane level cell''' to access the '''right-click''' '''context menu''' selects the '''entire swimlane''' associated with the '''swimlane level cell''' identified with the '''right-click'''. Generally, the actions that can be taken with the commands shown above apply to the '''swimlane level cell''' where the '''right-click''' was performed to access the '''context menu'''. However, some care should be exercised in the '''multiple swimlane level''' environments when using the '''swimlane level cell '''right-click '''context menu '''commands on '''swimlane level cells''' that have member '''swimlane level cells''' at a '''lower level'''. In particular the '''Add swimlane''' ('''Above''' or '''Below) '''can impact '''swimlane level cells''' at '''lower levels''' and the '''Add row to swimlane '''('''At top of swimlane''' and '''At bottom of swimlane''') should also be used with care. Please note, the '''Merge swimlanes ''' command requires that two or more '''swimlane level cells''' are selected for the command is '''enabled'''. Additionally, attention should be paid when '''editing '''multiple '''swimlane level cells''' selected using the '''CTL+Left-Click''' and the '''SHIFT+Left-Click'''. Once multiple '''swimlane level cells''' are selected and the '''swimlane level cell''' right-click '''context menu''' is accessed, any '''context menu''' command click is applied to all selected '''swimlane level cells'''.
| + | |
| − | | + | |
| − | The '''context menu’s''' '''Properties …''' command accesses the new '''Swimlane/Cells Properties''' form shown below with its two tabs:
| + | |
| − | | + | |
| − | <center>[[File:P70-0_4_1-70-(13)-03122020.png]]</center>
| + | |
| − | <!--<center>P70-0_4_1-70-(13)-03122020.png</center>-->
| + | |
| − | | + | |
| − | :1) The '''Swimlane '''tab in the above form has controls for '''editing''' the '''swimlane borders''' and setting the '''Swimlane Background Color''' using the OnePager standard '''Color Chooser '''form.
| + | |
| − | | + | |
| − | :2) The '''Cell''' tab in the form focuses on the '''swimlane level cell '''itself and the '''text string''' that is contained in the selected '''swimlane level cell'''. The '''Cell '''tab of the '''Swimlane/Cell Properties''' form is shown here:
| + | |
| − | | + | |
| − | <center>[[File:P70-0_4_1-70-(14)-04242020.png]]</center>
| + | |
| − | <!--<center>P70-0_4_1-70-(14)-04242020.png</center>-->
| + | |
| − | | + | |
| − | :3) As with the '''Swimlanes '''tab, the '''Cell '''tab has a '''Use Default Cell Properties''' button that resets the selected '''swimlane level cell’s properties '''back to the property settings in the '''Chart Properties''' form.
| + | |
| − | | + | |
| − | <center>[[File:P70-0_4_1-70-(15)-04242020.png]]</center>
| + | |
| − | <!--<center>P70-0_4_1-70-(15)-04242020.png</center>-->
| + | |
| − | | + | |
| − | :4) There are also '''Use Default Swimlane/Cell Properties '''buttons, shown above on both tabs, that '''resets''' the selected '''swimlane’s/cell's properties '''back to the property settings in the '''Chart Properties '''form.
| + | |
| − | | + | |
| − | '''Caution''' should be exercised when '''editing multiple swimlane level cells''' selected using the '''CTL+Left-Click''' and the '''SHIFT+Left-Click''' using the '''Swimlane/Cell Properties '''form.
| + | |
| − | | + | |
| − | :1) When '''multiple swimlane level cells''' are selected and the '''Swimlane/Cell Properties '''form accessed at the '''Swimlane '''tab, the '''last selected swimlane level cell’s properties '''appear in the tab.
| + | |
| − | | + | |
| − | :2) Making any '''edit''' in '''Swimlane''' tab changes the '''properties''' of '''all selected swimlanes''' and this might not be the desired outcome.
| + | |
| − | | + | |
| − | :3) For example, an '''edit '''to any '''Swimlane border property''' applies the '''edit '''to all selected '''swimlane borders'''.
| + | |
| − | | + | |
| − | :4) Similar results are applied when '''multiple swimlane level cells''' are selected and the '''Swimlane/Cell Properties '''form is accessed at the '''Cell '''tab.
| + | |
| − | | + | |
| − | :5) Any '''edit '''made to any '''property '''available in the tab is applied to '''all selected swimlane level cells'''.
| + | |
| − | | + | |
| − | ====Text Column Cell Right-Click Context Menu====
| + | |
| − | | + | |
| − | '''Right-clicking''' in a '''text column cell''', regardless of whether it was pre-selected, accesses the '''text column cell '''right-click '''context menu'''. As mentioned above, this action selects all '''text column cells shown''' in the '''row '''and the '''row '''itself and accesses the '''text column cell '''right-click '''context menu''' shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-0_4_1-70-(16-1)-04242020.png]]</center>
| + | |
| − | <!--<center>P70-0_4_1-70-(16-1)-04242020.png</center>-->
| + | |
| − | | + | |
| − | Generally, the actions that can be taken with the commands shown above apply to the '''text column cell''' where the '''right-click''' was performed to access the '''context menu'''. However, some care should be exercised when using the two '''swimlane related '''commands in this '''context menu''' (e.g., '''Split swimlanes''' and '''Group rows into a swimlane''') where there are '''multiple swimlane levels''' present to the left of the selected '''text column.'''
| + | |
| − | | + | |
| − | The '''Row height … '''command accesses the '''Row height''' form shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-0_4_1-70-(17)-04242020.png]]</center>
| + | |
| − | <!--<center>P70-0_4_1-70-(17)-04242020.png</center>-->
| + | |
| − | | + | |
| − | The '''context menu’s''' '''Properties …''' command accesses the new '''Row/Column Properties''' form shown below with its two tabs:
| + | |
| − | | + | |
| − | <center>[[File:P70-0_4_1-70-(18)-04242020.png]]</center>
| + | |
| − | <!--<center>P70-0_4_1-70-(18)-04242020.png</center>-->
| + | |
| − | | + | |
| − | :1) The '''Row '''tab in the above form has controls for '''editing''' the '''row borders''' and setting the '''Row Background Color''' using the OnePager standard '''Color Chooser '''form.
| + | |
| − | | + | |
| − | :2) The '''Cell''' tab in the form focuses on the '''text column cell '''itself and the '''text string''' that is contained in the selected '''text column cell''' as shown here:
| + | |
| − | | + | |
| − | <center>[[File:P70-0_4_1-70-(19)-04242020.png]]</center>
| + | |
| − | <!--<center>P70-0_4_1-70-(19)-04242020.png</center>-->
| + | |
| − | | + | |
| − | :3) There are also '''Use Default Row/Column Properties '''buttons, shown above on both tabs, that '''resets''' the selected '''row’s/column's properties '''back to the property settings in the '''Chart Properties '''form.
| + | |
| − | | + | |
| − | '''Caution''' should be exercised when '''editing multiple text column cells''' selected using the '''CTL+Left-Click''' and the '''SHIFT+Left-Click''' using the '''Row/Column Properties '''form.
| + | |
| − | | + | |
| − | :1) When '''multiple text column cells''' are selected and the '''Row/Column Properties '''form accessed at the '''Swimlane '''tab, the last selected '''text column cell’s properties '''appear in the tab.
| + | |
| − | | + | |
| − | :2) Making any '''edit''' in '''Row''' tab changes the '''properties''' of all selected '''rows''' and this might not be the desired outcome. For example, an '''edit '''to any '''Row border property''' applies the '''edit '''to all selected '''row borders'''.
| + | |
| − | | + | |
| − | :3) Similar results are applied when '''multiple text columns cells''' are selected and the '''Row/Column Properties '''form is accessed at the '''Cell '''tab. Any '''edit '''made to any '''property '''available in the tab is applied to all selected '''text column cells'''.
| + | |
| − | | + | |
| − | ====Empty Space Right-Clicking Context Menu====
| + | |
| − | | + | |
| − | Performing a right-click in the '''graph''' (defined as the area to the right of '''swimlane level cells and text column cells''', below the '''time axis''', and above the '''footers''') accesses the '''empty space''' right-click '''context menu''' shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-0_4_1-70-(20)-04242020.png]]</center>
| + | |
| − | <!--<center>P70-0_4_1-70-(20)-04242020.png</center>-->
| + | |
| − | | + | |
| − | The '''empty space '''right-click '''context menu''' contains the same set of commands as provided in previous versions of OnePager Pro and Express. However, the commands related to '''swimlanes '''require some care in their use when the chart is showing '''multiple swimlane levels'''.
| + | |
| − | | + | |
| − | Where you make the right-click in the '''graph '''determines where the '''Row '''or '''Swimlane''' related commands are applied. | + | |
| − | | + | |
| − | :1) Specifically, these commands are: (1) '''Hide swimlane''', (2) '''Hide row''', (3) '''Add swimlane''', (4) '''Add row''', (5) '''Insert Floating time axis level''', and (6) '''Row height …'''
| + | |
| − | | + | |
| − | :2) Three commands shown above have '''sub-context menus''' with commands that must be selected before the command can be applied to the '''graph'''.
| + | |
| − | | + | |
| − | :3) Specifically, these commands are: (1) '''Add swimlane''', (2) ''' Add row''', (3) '''Insert floating time axis '''level, and (4) '''Copy to clipboard.
| + | |
| − | | + | |
| − | :4) The '''Insert floating time axis level''' command operates the same as the '''Add row '''command but the '''sub-context menu''' deals with which '''time axis level '''to '''insert'''.
| + | |
| − | | + | |
| − | As with the '''text column '''right-click '''context menu''', the '''Row height … '''command accesses the '''Row height''' form. The '''Chart Properties '''command accesses the '''Chart Properties '''form at the '''Rows/Swimlanes '''tab so that you can make '''global edits '''to '''row and swimlane components''' as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-0_4_1-70-(21)-04242020.png]]</center>
| + | |
| − | <!--<center>P70-0_4_1-70-(21)-04242020.png</center>-->
| + | |
| | | | |
| | ==Related Links== | | ==Related Links== |
| | | | |
| − | [[Using Rows and Swimlanes for OnePager Version 7.0 | Using Rows and Swimlanes]] <!--4.0.1.5-70--> | + | {| 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 |
| | + | |} |
| | | | |
| − | [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
| + | (24.5.9-72) |
| | | | |
| − | [[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--> | + | [[Category:Version 7.2]] |
| − | | + | [[Category:Editing the Chart]] |
| − | [[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70--> | + | [[Category:Task/Milestone Editing]] |
| − | | + | [[Category:Column Splitting]] |
| − | (12.0.2-70)
| + | [[Category:Charts]] |
| − | | + | [[Category:Task Links]] |
| − | [[Category:Version 7.0]] | + | |
| − | [[Category:Multiple Swimlane Levels]] | + | |
| − | [[Category:Name Label Collision Avoidance]] | + | |
| | [[Category:Ribbon]] | | [[Category:Ribbon]] |
| − | [[Category:Charts]]
| |
| | [[Category:Snapshots]] | | [[Category:Snapshots]] |
| | + | [[Category:Template Properties Form]] |
| | [[Category:Chart Properties Form]] | | [[Category:Chart Properties Form]] |
| − | [[Category:Editing a Chart]] | + | [[Category:Asana]] |
| − | [[Category:Templates]]
| + | [[Category:OnePager Bundle]] |
| − | [[Category:OnePager Pro]]
| + | |
| − | [[Category:OnePager Express]] | + | |
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