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| − | ==Overview== | + | ==Introduction== |
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| − | '''Swimlanes '''are provided in OnePager Pro and Express to assist you in organizing your Microsoft Project or Excel '''source plan '''tasks into common '''groupings''' for presentations in support of your schedule conversation goals. OnePager Pro and Express version 7.0 support three (3) '''swimlane levels''' that can be '''created''', '''edited''', and '''hidden''' in the chart to suit your needs. | + | This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''. |
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| − | '''Swimlane levels''' can be established before the creation of chart in the '''Template Properties '''form’s distributed with OnePager Pro and Express version 7.0. You are able to '''edit''' these '''multiple swimlane levels''' and individual '''swimlane level cells''' globally using the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab. Manual controls are also provided so you can use a combination of manual mouse actions, right-click '''context menu '''commands, and features on OnePager’s '''Home '''ribbon tool bar tab to '''edit''' selected '''swimlane levels''' and '''swimlane level cells'''.
| + | ==About Splitting and Parsing Fields== |
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| − | ===Chart Properties Form’s Rows/Swimlanes Tab’s Swimlanes Control Group===
| + | 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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| − | The focus of this article is on the '''Swimlanes '''control group of the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab as shown below:
| + | ===Split Resource Names Example=== |
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| − | <center>[[File:P70-12_02_1-(1)-06232020.png]]</center>
| + | 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: |
| − | <!--<center>P70-12_02_1-(1)-06232020.png</center>-->
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| − | Discussed later in this article is a supporting form, the '''Swimlane Formatting '''form, available for each '''swimlane level'''. This form is provided to specifically support '''global editing''' for '''swimlane level headings''', '''swimlane level cells''', and '''swimlane borders'''. The '''Swimlane Formatting '''form is accessed by clicking the '''Swimlane Formatting… '''button in the '''Swimlanes '''control group of the form illustrated above. The '''Swimlane Formatting '''form for the left-most '''swimlane '''in a chart looks like this:''' '''
| + | <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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| − | <center>[[File:P70-12_02_1-(1A)-06262020.png]]</center>
| + | 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: |
| − | <!--<center>P70-12_02_1-(1A)-06262020.png</center>-->
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| − | ===Swimlane Level Nomenclature===
| + | <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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| − | In the '''Swimlanes '''control group shown in the '''Chart Properties '''form’s '''Rows/Swimlanes''' tab above, there are three sub-tabs marked '''Left#1''', '''Left#2''', and '''Left#3'''. This nomenclature is used to name the three '''swimlane levels''' available in OnePager Pro and Express version 7.0. Previous versions of OnePager Pro and Express supported just one '''swimlane level'''. Clicking each of the three sub-tabs shown '''Chart Properties '''form’s '''Rows/Swimlanes '''tab accesses an identical set of controls for the selected sub-tab. To illustrate this better, consider the portion of a Microsoft Project '''source plan''' below annotated with how the various '''source plan fields''' are intended for use to make a OnePager Pro chart with three '''swimlane levels''':
| + | 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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| − | <center>[[File:P70-0_4_1-70-(1)-03102020.png]]</center>
| + | ===Enabling Splitting=== |
| − | <!--<center>P70-0_4_1-70-(1)-03102020.png</center>-->
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| − | Using the '''source plan '''shown above, we can create a sample OnePager Pro version 7.0 chart with three '''swimlane levels''' is shown in the illustration below:
| + | 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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| − | <center>[[File:P70-12_02_1-(2)-06232020.png]]</center> | + | <center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center> |
| − | <!--<center>P70-12_02_1-(2)-06232020.png</center>-->
| + | <center>P72-24_5_3-72-(2A)-11022023.png</center> |
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| − | The three '''swimlane levels '''are on the far left side of the chart where:
| + | 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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| − | :* The '''Left#1 swimlane level heading '''is for the project’s '''Phases''' | + | <center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center> |
| − | :* The '''Left#2 swimlane level heading '''is for the project’s '''Sub-Phases'''
| + | <center>P72-24_5_3-72-(2AA)-11022023.png</center> |
| − | :* The '''Left#3 swimlane level heading''' is for the project’s '''Resource Names'''.
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| − | There are two '''text columns '''to the right of the three '''swimlane levels''' which are '''labeled Start''' for the '''Left#1 text column''' and '''Finish''' for the '''Left#2 text column'''. '''Swimlane cells''' are shown below their respective '''swimlane level headings''' in the illustration above. This article and related articles use this nomenclature to identify individual '''swimlane levels''' and '''swimlane cells'''.
| + | 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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| − | ==Microsoft Project and Microsoft Excel Source Plans==
| + | <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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| − | The '''Chart Properties '''form’s '''Rows/Swimlanes''' tab are essentially the same for OnePager Pro version 7.0 and OnePager Express version 7.0. The controls described in this article apply to both Microsoft Project and Excel '''source plan data imported '''into OnePager Pro and Excel, respectively. Where there are differences between Microsoft Project and Excel '''source plan data '''are handled, there is a separate article covering specifically for using the '''swimlane levels '''with Microsoft Excel.
| + | 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. |
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| − | ==Swimlane Level Sub-Tab Controls== | + | ===Split Resources in the Chart=== |
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| − | In this and following sub-sections, it is assumed that you are '''using''' a distributed '''Template ''' or have '''created '''a '''Template''' that supports either the Gantt chart or '''Timeline''' layout chart. Accordingly, it is assumed that an appropriate '''Template''' is selected as the starting point.
| + | 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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| − | Since the Gantt chart is the most typical chart organization used in general practice, this portion of the article focuses on how the '''swimlane level sub-tab '''controls are used to '''create''' Gantt Charts. The '''Template Properties''' form’s '''Rows/Swimlanes '''tab is identical to the corresponding tab in the '''Chart Properties '''form. Illustrations in this article use the '''Chart Properties '''form’s '''Rows/Swimlanes''' tab.
| + | <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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| − | For a more in depth discussion on how to use the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab to '''create''' and '''edit Timeline '''layout charts, please see the sub-section at: [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0#Using Multiple Swimlane Levels with Timeline Layout Charts | Using Multiple Swimlane Levels with Timeline Layout Charts]] <!--12.02.1-70-->
| + | 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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| − | The article providing comprehensive information on the '''Rows '''control group can be found at: [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-70-->
| + | 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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| − | The '''Chart Properties '''form’s '''Rows/Swimlanes '''tab is shown above with the '''Swimlanes''' control group highlighted for the discussion that follows:
| + | ==Splitting Resources and Task Links== |
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| − | <center>[[File:P70-12_02_1-(1)-06232020.png]]</center>
| + | 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>P70-12_02_1-(1)-06232020.png</center>-->
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| − | Before using the above form, we strongly recommend that careful consideration be given to the number of '''swimlane levels '''you want to appear in your chart and the Microsoft Project or Microsoft Excel '''source plan field names''' that you want to associate with each '''swimlane level'''. For the purpose of illustration in this article, the three '''swimlane levels '''are associated with the following Microsoft Project '''source plan field names''':
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| − | :* '''Left#1 '''is associated with the Microsoft Project '''Text30''' '''field column''' and represents the sample project’s '''Phase'''.
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| − | :* '''Left#2 '''is associated with the Microsoft Project '''Level 1 summary name field column '''and represents the sample project’s '''Sub-Phase'''.
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| − | :* '''Left#3''' is associated with the Microsoft Project '''Resource Names field column''' and represents the sample projects '''Resource Names '''assigned to each '''source plan '''task.
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| − | ===Group by Checkbox===
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| − | The '''Group by''' checkbox, when checked '''ON''', '''enables''' the controls in the sub-tab and tells OnePager that you want '''source plan '''tasks associated with the '''source plan field '''displayed to the right of the checkbox '''grouped into a swimlane level'''. When the '''Grouped by''' checkbox is checked''' OFF''', the remaining controls in the sub-tab are '''disabled''' and that sub-tab’s '''swimlane level '''is not '''shown '''in the chart. The dropdown window next to the '''Group by '''checkbox is a list of '''source plan fields''' available for use in defining a '''swimlane level''' as shown below:
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| − | <center>[[File:P70-12_02_1-(3-1)-07012020.png]]</center>
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| − | <!--<center>P70-12_02_1-(3-1)-07012020.png</center>-->
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| − | As an example, if we create a chart with just the '''Left#1 swimlane level '''defined using the '''source plan’s Text 30 field '''with '''Swimlane Sorting like Project''', the chart looks like this:
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| − | <center>[[File:P70-12_02_1-(4)-06232020.png]]</center>
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| − | <!--<center>P70-12_02_1-(4)-06232020.png</center>-->
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| − | As a further example, if we retain the above '''Swimlane Sorting''', and check the '''Group by''' checkboxes '''ON '''for the '''Left#2''' and '''Left#3''' '''swimlane levels''', the chart looks like this:
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| − | <center>[[File:P70-12_02_1-(5)-06232020.png]]</center>
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| − | <!--<center>P70-12_02_1-(5)-06232020.png</center>-->
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| − | ===Repeat on all Pages Checkbox Control===
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| − | There are three other '''enabled''' controls in each '''Swimlanes’ '''control group’s sub-tabs. The '''Repeat on all pages '''checkbox when checked '''ON''', tells OnePager to display the '''swimlane level''' on all '''output media'''. For more information on '''controlling output media''', please see the articles at: [[Creating Multi-Page Charts with Version 7.0 (Portal) | Creating Multi-Page Charts (Portal)]] <!--8.6.1-70-->
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| − | ===Swimlane Level Text String Font Controls===
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| − | Clicking the '''Font '''dropdown control accesses the standard '''Font properties '''form shown here:
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| − | <center>[[File:P70-12_02_1-(6)-06232020.png]]</center>
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| − | <!--<center>P70-12_02_1-(6)-06232020.png</center>-->
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| − | When the '''Font properties''' form is accessed for a '''swimlane level''', changes made to any '''font properties''' in the form are applied to the '''swimlane level cells '''as shown below where the '''Font properties '''form is used to change the '''Left#1 swimlane level cells '''to the color red:
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| − | <center>[[File:P70-12_02_1-(7)-06232020.png]]</center>
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| − | <!--<center>P70-12_02_1-(7)-06232020.png</center>-->
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| − | The '''Font properties''' form is provided for making global changes to the '''swimlane level cells''' in the associated '''swimlane level'''. The '''swimlane level’s heading''' is not involved as shown above. Using the '''Font properties '''form to change the '''font properties''' of any '''swimlane level’s cells''' applies the change or changes to only the applicable '''swimlane level'''. All other '''swimlane level cells''' are unchanged.
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| − | ===Swimlane Level Column Width Controls===
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| − | The '''Width dial control''' in the '''swimlane level '''sub-tab provides a means of changing the '''width '''of the '''swimlane level’s column''' in the chart. The '''Width dial control''' displays the current '''swimlane level’s width '''in either '''centimeters''' or '''inches''' depending on the '''Template Properties '''form being used. By changing the '''value '''in the '''Width dial control''' you can make the '''width '''of the '''swimlane level’s column '''in the chart '''wider '''or '''narrower''' as shown below where the '''Width dial control’s value '''is significantly increased:
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| − | <center>[[File:P70-12_02_1-(8)-06232020.png]]</center>
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| − | <!--<center>P70-12_02_1-(8)-06232020.png</center>-->
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| − | When the '''Width control '''is used to change the '''width '''of a '''swimlane level’s column''', the '''swimlane level heading’s width''' is appropriately changed as well. As with the '''Font controls''', the '''Width controls''' apply only to the selected '''swimlane level '''and its '''swimlane level column width'''. All other '''swimlane level column widths''' are not changed.
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| − | ===Swimlane Sorting Sub-Control Group===
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| − | Each sub-tab in the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab has a '''Swimlane Sorting '''sub-control group as shown below:
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| − | <center>[[File:P70-12_02_1-(9)-06242020.png]]</center>
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| − | <!--<center>P70-12_02_1-(9)-06242020.png</center>-->
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| − | As with the '''Row Sorting''' sub-control group for '''Rows''', the '''Swimlane Sorting''' sub-control group supports '''sorting swimlanes like Project''' and '''sorting swimlanes '''on a '''field value'''. The '''default option for sorting swimlane levels''' is the '''Sort swimlanes like Project''' for all three '''swimlane levels'''. When the '''Sort swimlanes like Project''' radio button is selected, OnePager Pro and Express '''sorts '''the specific '''swimlane levels cells '''using the Microsoft Project '''ID field''' as the '''key'''.
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| − | If the '''Sort on field: '''radio button is selected, the default '''field''' is the '''ID field '''and the default '''sort order''' is '''ascending (lowest to highest value)'''. For the '''Sort on field: '''option, you can change the '''field '''and the '''order of the sort''' once the '''Sort on field:''' radio button is selected and the related controls are '''enabled'''.
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| − | ====Sort Swimlanes Like Project – Basic Examples====
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| − | As a basic example, using only the '''Left#1 swimlane level''', is the chart below showing the single '''swimlane level '''and three '''text columns '''showing the '''Start Date''', '''Finish Date''', and the '''ID '''for each '''source plan '''task shown in the chart:
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| − | <center>[[File:P70-12_02_1-(10)-06242020.png]]</center>
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| − | <!--<center>P70-12_02_1-(10)-06242020.png</center>-->
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| − | Examining the above chart closely, each set of task bars and their '''rows''' are arranged within the '''Left#1 swimlane level cells '''in '''ascending order'''. For example, the '''Phase III''' '''swimlane level cell '''in the '''Left#1 swimlane level''' starts with '''ID '''of 56 at the top and 71 at the bottom of the '''Phase III swimlane level cell'''. When the '''Left#2 swimlane level '''is added to the above chart and the '''Sort swimlanes like Project Swimlane Sorting '''option is preserved, the chart changes to look like this:''' '''
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| − | <center>[[File:P70-12_02_1-(11-1)-06242020.png]]</center>
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| − | <!--<center>P70-12_02_1-(11-1)-06242020.png</center>-->
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| − | The two charts above have their '''rows''' and task bars/milestone symbols in the same '''order''' top to bottom so the only difference from adding the '''Left#2 swimlane level''' is to achieve an additional '''level of row grouping and labeling to the rows'''. Finally, adding the '''Left#3 swimlane level '''using the same '''Swimlane Sorting '''option, further partitions the '''rows''' as shown here:
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| − | <center>[[File:P70-12_02_1-(12)-06242020.png]]</center>
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| − | <!--<center>P70-12_02_1-(12)-06242020.png</center>-->
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| − | With all three '''swimlane levels '''present in the chart and all using the '''Sort swimlanes like Project''' option, the '''rows''' remain '''sorted by ID field''' within each of the three '''swimlane levels'''. The benefit for having '''multiple swimlane levels''' is that the organization of the task bars/milestone symbols can be easily correlated with their '''swimlane level membership'''. This may be useful in schedule discussion presentations where the audience is diverse and has interest in different “levels” of the project. Adding '''swimlanes '''and informative '''text columns '''can enhance the information content of the chart and help focus an audience’s attention to the specific issues of the schedule presentation.
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| − | For more information on '''Managing Collection of Rows''', please see the article at: [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-70-->
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| − | For more information on '''Managing Text Columns''', please see the article at: [[Creating and Formatting Text Columns for Version 7.0 | Creating and Formatting Text Columns]] <!--12.03.1-70-->
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| − | ====Sort on Field:====
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| − | When the '''Sort on field:''' radio button is clicked, the window below the radio button and the two directional buttons are '''enabled'''. The '''default '''setting for Microsoft Project '''source plans''' is the '''ID field'''.
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| − | For Microsoft Excel '''source plans''', OnePager Express attempts to find a '''source plan field''' in the Microsoft Excel file that is a numeric sequential field. Accordingly, we recommend OnePager Express users add a sequential '''numeric field''' to your Microsoft Excel '''source plans '''specifically for this purpose. Users typically add a numeric field called '''Task ID''' and populate it in their Microsoft Excel '''source plans''' sequentially.
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| − | When the '''Sort on field:''' radio button is clicked, the '''enabled '''sub-control groups looks like this with the window’s dropdown selected:
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| − | <center>[[File:P70-12_02_1-(13)-06242020.png]]</center>
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| − | <!--<center>P70-12_02_1-(13)-06242020.png</center>-->
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| − | The dropdown list shown above is divided into two parts with the '''fields''' above the '''dotted line''' being those Microsoft Project '''fields''' specifically '''imported '''into OnePager Pro because these '''fields '''are mentioned as settings in the '''Template Properties '''or '''Chart Properties''' form. Below the '''dotted line''', you have the option to scroll down and select any other of the remaining Microsoft Project '''source plan fields''' that OnePager Pro has access.
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| − | For a list of all the Microsoft '''source plan fields''' that OnePager Pro has access, please see the article at: [[Microsoft Project Fields Available to OnePager Pro for Version 7.0 | Microsoft Project Fields Available to OnePager Pro]] <!--29.0.1-70-->
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| − | To the immediate right of the dropdown window are two directional buttons that specify the direction of the '''Sort on field:''' operation: (1) '''Top to Bottom (Lowest to Highest) – A to Z''' or (2) '''Bottom to Top (Highest to Lowest) – Z to A''' as shown below:
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| − | <center>[[File:P70-12_02_1-(14)-06242020.png]]</center>
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| − | <!--<center>P70-12_02_1-(14)-06242020.png</center>-->
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| − | The '''default '''setting is '''Top to Bottom (Lowest to Highest) – A to Z'''. '''Numeric''', '''date''', and '''Boolean''' Microsoft Project '''source plan fields''' are processed in a similar way as '''alphabetical fields'''. As discussed above, the '''Sort on field: '''option is conditional on the definition of '''one or more multiple swimlane levels''' in the chart. '''Sorting of rows''' has an influence on the results when '''multiple swimlane levels''' are present at the '''lowest swimlane level'''. That is, '''sorting of rows''' is performed within the '''lowest swimlane level''' defined for the chart where the '''Left#3 swimlane level '''is the '''lowest swimlane level''' in a three '''swimlane level '''chart. As a simplification in the '''swimlane sorting '''examples that follow, '''rows are sorted like Project'''.
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| − | For more information on '''Collecting Rows''', please see the article at: [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-70-->
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| − | ====Sort on Field: - Examples====
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| − | Examples in this sub-section use the '''Resource Names''' Microsoft Project '''source plan field name''' because each of the '''source plan '''tasks are assigned to a single '''Resource Names value'''. This distinguishes the difference between '''sorting swimlane levels like Project''' which uses the '''source plan’s ID field values'''. It may be convenient to '''sort swimlane levels '''by their '''swimlane level cells''' so that '''swimlane level cells''' are in alphabetical order, for example. When applying the '''Sort on field''' option to '''multiple swimlane levels''' the results may turn out to be unexpected. Accordingly, the goals and objectives of your schedule presentation are important in determining the '''sorting '''of '''swimlane levels'''. We recommend that some experimentation should take place to achieve the desired results.
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| − | ====Sorting on field for One Swimlane Level (Left#3) – Example 1====
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| − | As a first example, the goal is to '''configure the chart''' so that the single '''swimlane level '''showing is based on '''Resource Names '''and its '''swimlane level cells '''are '''sorted alphabetically on Resource Names'''. Keeping the '''Row sorting like Project''', the desired chart, based on previous examples above, has the following settings:
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| − | :* The '''Left#3 swimlane level '''is the only '''enabled swimlane level Grouped by Resource Names'''.
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| − | :* The '''Sort on field: '''dropdown window is changed to show '''Resource Names '''as the selected '''source plan field name''' for controlling the '''swimlane sort'''.
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| − | :* The '''swimlane sort '''is''' '''in '''ascending (lowest to highest alphabetically)'''.
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| − | :* The three '''Text Column '''settings are unchanged ('''Start Date''', '''Finish Date''', and '''ID '''respectively).
| + | |
| − | | + | |
| − | The '''Chart Properties '''form’s '''Rows/Swimlanes '''tab with these settings is shown here:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(15)-06242020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(15)-06242020.png</center>-->
| + | |
| − | | + | |
| − | When these settings are '''applied''' to the basic chart, the changed chart looks like this:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(16)-06242020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(16)-06242020.png</center>-->
| + | |
| − | | + | |
| − | The first result to notice is that the '''Left#3 swimlane level''',''' '''based on '''Resource Names''', has five (5) '''swimlane level cells''' arranged from top to bottom in alphabetical order. The second result is that each instance of a '''Resource Names value''' appears only one time in the set of alphabetically orders '''Left#3 swimlane level cells'''. The third result is that within each of the five (5) '''Left#3 swimlane level cells''', the task bars/milestone symbols are '''collected''' '''by ID''' as specified in the '''Rows''' control group of the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab as '''Sort rows like Project'''. The chart '''groups rows into a single swimlane level''' such that like '''Resource Names values '''are shown together in the chart.
| + | |
| − | | + | |
| − | ====Add the Left#2 Swimlane Level (Sorted Like Project) to Example 1 – Example 2====
| + | |
| − | | + | |
| − | Extending the first example by adding one more '''swimlane level''', in this case the '''Left#2 swimlane level''', it is possible to see the impact on the chart when the '''swimlane sorting option '''is altered. To start off, suppose we add the '''Left#2 swimlane level''' to the above chart with the '''Lefte#2 swimlane level Sorted like Project'''. The '''Left#2 swimlane level '''is based on the Microsoft Project '''source plan’s Level 1 summary name field values '''so the change made to the '''Chart Properties''' form’s '''Rows/Swimlanes''' tab looks like this:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(17)-06242020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(17)-06242020.png</center>-->
| + | |
| − | | + | |
| − | When these setting are '''applied''' to the previous chart configuration shown above, the resulting revised chart looks like this:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(18)-06242020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(18)-06242020.png</center>-->
| + | |
| − | | + | |
| − | Adding the '''Left#2 swimlane level sorted like Project '''changes the configuration of the chart. The '''Left#2 swimlane level '''reorganizes its '''member Left#3 swimlane level cells '''so they too are configured into the proper positions with respect to the '''Left#3 swimlane level cells'''. Within the '''Left#3 swimlane level cells''', these '''cells '''are '''sorted by field: '''in accordance with each task bars/milestone symbol’s '''source plan Resource Names field value'''. This is highlighted in the above illustration where the '''Refactoring & Deployment Phase Left#2 swimlane level cell''' has its '''member Left#3 swimlane level cells''' '''sorted in ascending alphabetical order '''by the '''Resource Names source plan field values'''. Finally, '''rows '''which are members of each '''Left#3 swimlane level cells''' are '''sorted like Project''', that is, by the '''source plan’s ID field values''' for each imported task.
| + | |
| − | | + | |
| − | If we now go back to the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab’s '''Swimlanes '''control group and change the '''Swimlane Sorting''' option for the added '''Left#2 swimlane level '''from '''Sort swimlanes like Project '''to '''Sort by field: '''using the '''Level 1 summary name source plan field values '''and '''sort in ascending order''', the changed '''Chart Properties '''form looks like this:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(19)-06242020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(19)-06242020.png</center>-->
| + | |
| − | | + | |
| − | Again, when the setting shown in the form above are '''applied''' to the previous chart configuration, the resulting new revised chart looks like this:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(20)-06242020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(20)-06242020.png</center>-->
| + | |
| − | | + | |
| − | Changing the '''Left#2 swimlane level’s Swimlane Sort '''control from '''Sort swimlanes like Project''' to '''Sort by field:''' using the '''Level 1 summary name field’s values''' restructures the '''Left#2 swimlane level cells''' in the chart into '''ascending order from top to bottom'''. With the '''Left#3 swimlane level’s Swimlane Sort '''control set to '''sort the Left#3 swimlane level cells by Resource Names''', the '''swimlane level cells '''in the''' Left#3 swimlane level''' are reconfigured to keep their '''membership '''in their respective''' Left#2 swimlane level cells''' as shown above. Finally, within the '''Left#3 swimlane level''', '''rows '''continue to be '''Sorted like Project '''(i.e., by the '''source plan’s ID field’s values''').''' '''
| + | |
| − | | + | |
| − | This process can, of course, be continued by adding the '''Left#1 swimlane level '''to the chart using the steps covered in the previous two examples.
| + | |
| − | | + | |
| − | ==Formatting Swimlane Level Headings, Cells, and Borders==
| + | |
| − | | + | |
| − | ===Swimlane Formatting Sub-Control Group===
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| − | | + | |
| − | Each '''swimlane level '''tab has a '''Swimlane Formatting… '''button that accesses the '''swimlane level '''tab’s '''Swimlane Formatting''' form''' '''provided for each '''swimlane level''' as shown below''':'''
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(21)-06242020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(21)-06242020.png</center>-->
| + | |
| − | | + | |
| − | The '''Swimlane Formatting…''' button is '''enabled '''when the '''Group by '''checkbox for the '''swimlane level '''is checked '''ON'''. Each '''Swimlane Formatting '''form has the '''swimlane level number '''as part of the '''title''' of the form as shown above for the '''Left#1 swimlane level'''. The purpose of the three '''Swimlane Formatting '''forms is to provide '''global''' '''formatting''' for all three '''swimlane level headings '''and '''swimlane level cells''' showing in the chart. The forms also provide controls for '''managing swimlane borders'''.
| + | |
| − | | + | |
| − | For complete information on the '''Management of Row and Swimlane Borders''', please see the article at: [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70-->
| + | |
| − | | + | |
| − | ====Column Headings Control Group of the Swimlane Formatting Form====
| + | |
| − | | + | |
| − | The '''Column Headings''' control group in the '''Swimlane Formatting – Left#n '''form controls:
| + | |
| − | | + | |
| − | :* The '''swimlane level heading’s contents'''
| + | |
| − | :* The '''alignment''' of the contents in the '''swimlane level heading '''in the '''Corner cell for the swimlane level'''
| + | |
| − | :* The '''Font properties''' of the contents of the '''swimlane level heading'''
| + | |
| − | :* The '''rotational position '''of the''' '''contents of the '''swimlane heading '''
| + | |
| − | :* The '''Background color''' of the '''Corner cell for the swimlane level'''
| + | |
| − | | + | |
| − | =====Make Heading Automatically Checkbox=====
| + | |
| − | | + | |
| − | OnePager Pro and Express assume that you want to select '''swimlane level headings '''for the specific '''swimlane level''' as opposed to using the '''Group by''' '''source plan field value '''specified in the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab’s '''Swimlane '''control group. Accordingly, the '''Make headings automatically''' checkbox is checked '''OFF''' as the '''default''' and the '''Custom heading''' window found below the checkbox can be filled in with the desired '''text string''' you want to appear in the designated '''swimlane level heading position''' as shown here in five (5) steps:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(22)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(22)-06252020.png</center>-->
| + | |
| − | | + | |
| − | By checking the '''Make heading automatically '''checkbox to '''ON''' in the '''Swimlane Formatting '''form,''' '''the '''Custom heading '''window is '''disabled''' and the '''Group by source plan field value '''shown in the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab’s '''Swimlanes '''controls group appears as the '''swimlane level heading '''as shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(23)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(23)-06252020.png</center>-->
| + | |
| − | | + | |
| − | =====Swimlane Heading Font, Width, Alignment, and Background Color Controls=====
| + | |
| − | | + | |
| − | The remaining controls in the '''Column Headings '''control group of the '''Swimlane Formatting''' form control '''global swimlane level heading properties''' as shown in the section of the form below:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(24)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(24)-06252020.png</center>-->
| + | |
| − | | + | |
| − | Clicking the '''Font '''dropdown button accesses the OnePager standard '''Font properties '''form shown here:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(25)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(25)-06252020.png</center>-->
| + | |
| − | | + | |
| − | In the '''Font properties '''form, clicking the '''Font '''dropdown accesses the list of '''Font styles '''available on your computer. Clicking the '''Color''' dropdown button accesses the OnePager standard '''Color Chooser '''form that can be used to change the '''color '''of the '''swimlane level heading'''. The '''Size '''dial selector sets the '''point size '''for the '''swimlane level heading'''. The three buttons below the '''Color''' control allow you to change the '''swimlane level heading '''to '''Bold''', ''Italics''''', '''or Underline'''.''' The '''Rotation: '''control provides a dropdown with three options for '''rotating '''the '''swimlane level heading''' within its '''cell'''. These options include '''Horizontal''', '''Rotate 90 degrees''', and '''Rotate 270 degrees''' as shown in the dropdown list below:
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| − | | + | |
| − | <center>[[File:P70-12_02_1-(26)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(26)-06252020.png</center>-->
| + | |
| − | | + | |
| − | There are six (6) '''Alignment '''buttons, three (3) to position the '''swimlane level heading horizontally''' in the '''cell''' and three (3) to position the '''swimlane level heading vertically''' in the cell. The '''Background color:''' control dropdown button accesses the OnePager standard '''Color Chooser '''form that can be used to change the '''background color''' of the selected '''swimlane level heading cell'''. The OnePager standard '''Color Chooser '''form accessed in this manner looks like this:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(27)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(27)-06252020.png</center>-->
| + | |
| − | | + | |
| − | ====Swimlane Text Control Group of the Swimlane Formatting Form====
| + | |
| − | | + | |
| − | The '''Swimlane Text''' control group in a '''Swimlane Formatting '''form provides '''global formatting '''controls over the content of the selected '''swimlane level cells''' in the selected '''swimlane level'''.
| + | |
| − | | + | |
| − | =====The Label by: Checkbox=====
| + | |
| − | | + | |
| − | Within the selected '''swimlane level '''(i.e., '''Left#1''', '''Left#2''', and '''Left#3''') the '''Label by:''' checkbox '''must be checked ON''' for the '''swimlane level '''to be shown in the chart. The '''default '''setting in any selected '''swimlane level’s Swimlane Formatting '''form has the '''Label by: '''checkbox checked '''ON'''. Turning '''OFF''' the '''Label by: '''checkbox turns '''OFF''' the visibility and influence of the selected '''swimlane level '''in the chart. To restore the selected '''swimlane level '''to visibility and influence, the '''Label by: '''checkbox must be rechecked back to '''ON'''. When the '''Label by: '''checkbox is checked '''ON''', all the other controls in the '''Swimlane Text '''control group are '''enabled'''.
| + | |
| − | | + | |
| − | =====Swimlane Text Font, Width, Alignment, and Background Color Controls=====
| + | |
| − | | + | |
| − | All the '''enabled''' controls in '''Swimlane Text '''control group operate exactly the same as the '''corresponding controls '''found in the form’s '''Swimlane Headings''' control group. The exception is that the '''Swimlane Text '''control group has two (2) '''Background color controls '''as shown below as '''Background color 1:''' and '''Background color 2:'''
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(28)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(28)-06252020.png</center>-->
| + | |
| − | | + | |
| − | As an illustration of a chart with the '''Left#1 swimlane level '''that has '''Zebra striping '''in the '''graph''', the above settings for '''Background color 1: '''and '''Background color 2:''' extend the '''Zebra striping '''from the '''graph '''area and into the '''swimlane level cell '''area as shown here:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(29)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(29)-06252020.png</center>-->
| + | |
| − | | + | |
| − | For more detailed information on '''Zebra Striping in the graph''', please see these articles for OnePager Pro and Express, respectively, at:
| + | |
| − | | + | |
| − | :* [[Zebra Striping for Rows and Swimlanes for OnePager Pro for Version 7.0 | Zebra Striping for Rows and Swimlanes for OnePager Pro]] <!--12.24.1-70-->
| + | |
| − | :* [[Zebra Striping for Rows and Swimlanes for OnePager Express for Version 7.0 | Zebra Striping for Rows and Swimlanes for OnePager Express]] <!--12.24.2-70-->
| + | |
| − | | + | |
| − | ====Swimlane Borders Control Group of the Swimlane Formatting Form====
| + | |
| − | | + | |
| − | The '''Swimlane Borders''' control group in each of the three available '''Swimlane Formatting''' form’s controls the look of '''border lines '''separating '''swimlanes''' and '''swimlane levels'''. The '''Swimlane Borders '''controls group in the form looks like this:
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| − | | + | |
| − | <center>[[File:P70-12_02_1-(30)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(30)-06252020.png</center>-->
| + | |
| − | | + | |
| − | In order for the '''swimlane level’s borders''' to show in the chart, the '''Show Borders''' checkbox must be checked '''ON'''. Unchecking the '''Show Borders '''checkbox to '''OFF hide''' associated '''swimlane level borders''' in the chart. The '''Color: '''control dropdown button in this control group accesses the OnePager standard '''Color Chooser '''form used to establish the '''swimlane level’s border color'''. The '''Width: '''dial control establishes the '''width '''of the selected '''swimlane level border''' in terms of the standard measure established in the '''Template Properties '''form (i.e., centimeters or inches). The '''Dash:''' dropdown button control accesses a list of standard '''dash types''' that include: '''Solid''', '''Dot''', '''Dash''', '''Dash-dot''', and '''Dash-dot-dot'''.
| + | |
| − | | + | |
| − | Because both '''rows''' and '''swimlanes '''have '''borders on top and bottom''', it is often likely that the setting used for '''rows''' and '''multiple swimlane levels''' '''overlap''' making the chart possibly difficult to interpret.
| + | |
| − | | + | |
| − | Given these complexities, a separate article is provided for discussing these possibilities, providing examples, and suggesting ways for handling these issues. This article can be found at: [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70-->
| + | |
| − | | + | |
| − | ==Using Multiple Swimlane Levels with Timeline Layout Charts==
| + | |
| − | | + | |
| − | The preceding sections and sub-sections of this article used the Gantt Chart layout as examples related to the use of '''multiple swimlane levels''' in OnePager version 7.0. '''Multiple swimlane levels '''can also be applied to the '''Timeline '''layout chart when carefully considered in terms of your goals and objectives for supporting schedule presentations. The key to creating '''Timeline '''layout charts using '''multiple swimlane levels '''is the organization of the tasks in the '''source plan''' and the incorporation of useful '''source plan fields '''and appropriate data associated with each task.
| + | |
| − | | + | |
| − | ===Sample Timeline Layout Source Plan===
| + | |
| − | | + | |
| − | As one possible illustration, we created a hypothetical portfolio of programs with embedded projects and tasks associated with each of these embedded projects. We can construct this hypothetical portfolio by structuring the Microsoft Project '''source plan''' such that we use the '''Work Breakdown Structure''' to create a chart with three (3) '''swimlane levels''' to represent the highest levels of the '''Work Breakdown Structure '''of interest. Such a Microsoft Project '''source plan '''is shown below:
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| − | | + | |
| − | <center>[[File:P70-12_02_1-(31)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(31)-06252020.png</center>-->
| + | |
| − | | + | |
| − | The '''source plan '''in the above illustration consists of two '''Portfolios '''of two '''Programs '''each (not all of which are shown in the '''source plan '''to conserve vertical space), two '''Phases''' to each '''Program''', and, finally, two or three tasks per '''Phase'''. The '''Flag20 source plan field''' is used to instruct OnePager Pro on which tasks to '''import'''. The '''source plan’s''' '''Work Breakdown Structure (WBS) field '''is shown in the right-most column consisting from one to five levels. The Microsoft Project '''timeline '''is shown on the far right of the illustration above with the tasks and summary tasks above them.
| + | |
| − | | + | |
| − | ===Preparing to Create a Timeline Layout Chart===
| + | |
| − | | + | |
| − | Our preparation to create a '''Timeline '''layout chart is to first select an appropriate OnePager Pro version 7.0 '''Template Properties''' form. For this example, the '''Birds on a Wire Template Properties '''form is selected to create a '''Timeline '''layout chart with potentially '''multiple swimlane levels'''. The '''Rows/Columns '''tab of the distributed '''Birds on a Wire Template Properties '''form is shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(32)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(32)-06252020.png</center>-->
| + | |
| − | | + | |
| − | The settings above are preliminary for the purpose of creating the initial '''Timeline '''layout chart from which we can use the '''Chart Properties '''form’s controls to revise and refine the chart to meet our needs. Once the '''Template Properties '''form is determined and set to become the current '''Template Properties''' form, we can proceed with the creation of the chart using the standard '''NEW chart workflow'''.
| + | |
| − | | + | |
| − | 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-->
| + | |
| − | | + | |
| − | ===Creating the Initial Timeline Layout Chart===
| + | |
| − | | + | |
| − | Following the standard '''NEW chart workflow''' steps to '''create new OnePager chart''', we provide a '''title''' and '''other information''' in the '''OnePager choices '''form as shown here:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(33)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(33)-06252020.png</center>-->
| + | |
| − | | + | |
| − | When the '''Create new chart '''button is clicked, the initial '''Timeline '''layout chart is displayed in the OnePager Pro version 7.0 '''Chart Editor''' shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(34)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(34)-06252020.png</center>-->
| + | |
| − | | + | |
| − | The current '''Template Properties '''form ('''Birds on a Wire) '''favors displaying task bars as milestone symbols and to enhance readability we’ve take the liberty of '''turning off''' the '''task bar (milestone symbol) name labels''' in the '''graph'''. The milestone symbols are '''grouped''' into two '''rows''' in each '''swimlane '''because the '''Left#1 swimlane level '''is '''Grouped by''' the '''Level 1 summary name source plan field values''' and the task bars/milestone symbols are '''collected into rows '''using the '''Level 2 summary name source plan field values''' shown above in the '''Template Properties '''form’s '''Rows/Swimlanes '''tab.
| + | |
| − | | + | |
| − | ===Making Initial Edits to the Timeline Layout Chart===
| + | |
| − | | + | |
| − | Once we have the initial '''Timeline '''layout chart, shown above, we can use the '''Chart Properties '''form to make '''global edits'''. For example, suppose we change the milestone symbol representation back to task bars and activate the '''task bar name labels''' so they show '''inside the task bars''' to refine this '''Timeline '''layout chart:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(35)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(35)-06252020.png</center>-->
| + | |
| − | | + | |
| − | After '''applying''' the changes made in the '''Chart Properties '''form, the above chart shows task bars in '''ribbon '''arrangements with the '''task bar name labels''' fitting '''inside the task bars'''. Inspection of the above chart also shows that some task bars are '''hidden''' so we can remedy this situation by clicking the '''Stagger overlapping tasks''' checkbox to '''ON''' in the '''Rows''' control group of the '''Rows/Swimlanes '''tab of the '''Chart Properties '''form. When this change is made the chart looks like this:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(36)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(36)-06252020.png</center>-->
| + | |
| − | | + | |
| − | The resulting chart retains its task bar '''ribbon '''appearance and by '''staggering overlapping tasks '''on the basis of the '''Level 2 summary name source plan field values alignment''', we have solved the problem of '''hidden '''task bars due to '''overlapping start/finish dates'''.
| + | |
| − | | + | |
| − | ===Adding Swimlane Levels to the Timeline Layout Chart===
| + | |
| − | | + | |
| − | To carry the example a step further, we can add the '''Left#2 swimlane level '''which is based on the '''Level 2 summary name source plan field values '''and uncheck the '''Stagger overlapping tasks''' checkbox to '''OFF '''in all '''Chart Properties '''form '''Rows/Swimlanes '''tabs as illustrated below:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(37)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(37)-06252020.png</center>-->
| + | |
| − | | + | |
| − | '''Applying '''these changes reconfigures the chart to look like this:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(38)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(38)-06252020.png</center>-->
| + | |
| − | | + | |
| − | The addition of the '''Left#2 swimlane level '''is visible showing the four (4) '''Programs''' with two (2) '''Programs''' in each '''Portfolio'''. The number of '''rows''' is reduced to one per '''Left#2 swimlane level''' and some task bars are '''overlapping.''' The '''overlapping task bars''' can be remedied by again going to the '''Rows''' control group in the '''Rows/Swimlanes '''tab of the '''Chart Properties '''form and clicking the '''Stagger overlapping tasks '''checkbox to '''ON '''as is done for the chart reconfiguration shown below:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(39)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(39)-06252020.png</center>-->
| + | |
| − | | + | |
| − | The revised chart above clearly shows all the task bars in each of the four (4) '''Programs''' and, for the most part, maintains task bars in the '''ribbon '''arrangement. As a final step, if we retain the '''Stagger overlapping tasks''' checkbox as checked '''ON''' and add the '''Left#3 swimlane level '''based on the '''Level 3 summary name source plan field values''', the resulting chart looks like the final chart below:
| + | |
| − | | + | |
| − | <center>[[File:P70-12_02_1-(40)-06252020.png]]</center>
| + | |
| − | <!--<center>P70-12_02_1-(40)-06252020.png</center>-->
| + | |
| − | | + | |
| − | Adding the '''Left#3 swimlane level '''representing the individual '''Projects''' in each '''Program '''of each '''Portfolio''' and clearly shows the task bars’ '''membership in the hierarchy''' established for this '''Enterprise'''. Further, using the '''Stagger overlapping tasks''' feature ensures that task bars are not '''hidden''' in the chart.
| + | |
| − | | + | |
| − | ===Some Editing Suggestions===
| + | |
| − | | + | |
| − | It’s easy to see the entire '''set of three''' '''swimlane level cells'''; however, these take up a lot of '''horizontal space''' in the chart because the '''swimlane level headings '''are long '''text strings'''. These '''swimlane level headings '''can be shortened by using the '''Swimlane Formatting''' forms for each of the three '''swimlane levels '''to change the '''swimlane level heading’s '''content to a shorter name as shown below for the '''Left#1 swimlane level heading''':
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| − | | + | |
| − | <center>[[File:P70-12_02_1-(41)-06252020.png]]</center>
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| − | <!--<center>P70-12_02_1-(41)-06252020.png</center>-->
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| − | | + | |
| − | When the setting changes in the '''Left#1 Swimlane Formatting '''form are '''applied''', the revised chart looks like this in the '''Left#1 swimlane level heading''':
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| − | <center>[[File:P70-12_02_1-(42)-06252020.png]]</center>
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| − | <!--<center>P70-12_02_1-(42)-06252020.png</center>-->
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| − | | + | |
| − | Carrying forward this '''swimlane level heading editing''' to the two remaining '''swimlane level headings''', we get the following '''edited '''chart:
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| − | | + | |
| − | <center>[[File:P70-12_02_1-(43)-06252020.png]]</center>
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| − | <!--<center>P70-12_02_1-(43)-06252020.png</center>-->
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| − | | + | |
| − | With the three '''swimlane level heading cells '''now containing shorter '''text strings''', we can reduce the '''width '''of each '''swimlane level columns '''by using the controls provided in the individual '''Swimlane Formatting '''form’s '''Width: '''dial control located in the '''Swimlane Text '''control group. As an alternative, we can manually grab the right '''border''' of each '''swimlane level column '''with the mouse and '''drag and drop''' the double-arrow cursor to the left to reduce the '''width '''of each '''swimlane level column '''as shown in the resulting chart below:
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| − | | + | |
| − | <center>[[File:P70-12_02_1-(44)-06252020.png]]</center>
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| − | <!--<center>P70-12_02_1-(44)-06252020.png</center>-->
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| − | | + | |
| − | Finally, to add some contrast to the '''graph''', we can '''Zebra strip the rows''' in a light color to enhance the chart and make it easier to distinguish between '''rows''' as shown below:
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| − | | + | |
| − | <center>[[File:P70-12_02_1-(45)-06252020.png]]</center>
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| − | <!--<center>P70-12_02_1-(45)-06252020.png</center>-->
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| − | | + | |
| − | For more detailed information on '''Zebra Striping in the graph''', please see these articles for OnePager Pro and Express, respectively, at:
| + | |
| − | | + | |
| − | :* [[Zebra Striping for Rows and Swimlanes for OnePager Pro for Version 7.0 | Zebra Striping for Rows and Swimlanes for OnePager Pro]] <!--12.24.1-70-->
| + | |
| − | :* [[Zebra Striping for Rows and Swimlanes for OnePager Express for Version 7.0 | Zebra Striping for Rows and Swimlanes for OnePager Express]] <!--12.24.2-70-->
| + | |
| | | | |
| | ==Related Links== | | ==Related Links== |
| | | | |
| − | [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70--> | + | {| class="wikitable" |
| | + | | [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72 |
| | + | | [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-72 |
| | + | |- |
| | + | | [[Editing with the Chart Properties form for Version 7.2 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-72 |
| | + | | [[Template Only Features for OnePager Pro for Version 7.2 | Template Only Features for OnePager Pro]] 24.1.1-72 |
| | + | |- |
| | + | | [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72 |
| | + | | [[Template Only Features for Primavera P6 Source Plans in OnePager Version 7.2 | Template Only Features for Primavera P6 Source Plans in OnePager]] 24.2.2-72 |
| | + | |- |
| | + | | [[Template Only Features for Smartsheet Source Plans in OnePager Version 7.2 | Template Only Features for Smartsheet Source Plans in OnePager]] 24.2.3-72 |
| | + | | [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] 24.4.1-72 |
| | + | |- |
| | + | | [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for OnePager Express]] 24.5.1-72 |
| | + | | [[Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager]] 24.5.2-72 |
| | + | |- |
| | + | | [[Splitting and Parsing Columns for Smartsheet Source Plans in OnePager Version 7.2 | Splitting and Parsing Columns for Smartsheet Source Plans in OnePager]] 24.5.3-72 |
| | + | | [[Splitting and Parsing Columns for Project for the Web Source Plans for Version 7.2 | Splitting and Parsing Columns for Project for the Web Source Plans]] 24.5.5-72 |
| | + | |- |
| | + | | [[Splitting and Parsing Columns for Planisware Enterprise Source Plans for Version 7.2 | Splitting and Parsing Columns for Planisware Enterprise Source Plans]] 24.5.7-72 |
| | + | | [[Splitting and Parsing Columns for Wrike in OnePager Version 7.2 | Splitting and Parsing Columns for Wrike in OnePager]] 24.5.11-72 |
| | + | |} |
| | | | |
| − | [[Creating Multi-Page Charts with Version 7.0 (Portal) | Creating Multi-Page Charts (Portal)]] <!--8.6.1-70-->
| + | (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]] |
| − | [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-70--> | + | |
| − | | + | |
| − | [[Creating and Formatting Text Columns for Version 7.0 | Creating and Formatting Text Columns]] <!--12.03.1-70-->
| + | |
| − | | + | |
| − | [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70-->
| + | |
| − | | + | |
| − | [[Zebra Striping for Rows and Swimlanes for OnePager Pro for Version 7.0 | Zebra Striping for Rows and Swimlanes for OnePager Pro]] <!--12.24.1-70-->
| + | |
| − | | + | |
| − | [[Zebra Striping for Rows and Swimlanes for OnePager Express for Version 7.0 | Zebra Striping for Rows and Swimlanes for OnePager Express]] <!--12.24.2-70-->
| + | |
| − | | + | |
| − | [[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-->
| + | |
| − | | + | |
| − | [[Microsoft Project Fields Available to OnePager Pro for Version 7.0 | Microsoft Project Fields Available to OnePager Pro]] <!--29.0.1-70-->
| + | |
| − | | + | |
| − | (12.02.1-70)
| + | |
| − | | + | |
| − | [[Category:Version 7.0]] | + | |
| | [[Category:Charts]] | | [[Category:Charts]] |
| − | [[Category:Templates]] | + | [[Category:Task Links]] |
| − | [[Category:Chart Properties Form]]
| + | |
| | [[Category:Ribbon]] | | [[Category:Ribbon]] |
| − | [[Category:Editing a Chart]]
| |
| − | [[Category:OnePager - Tool Bar]]
| |
| − | [[Category:Task/Milestone Editing]]
| |
| − | [[Category:Rows and Swimlanes]]
| |
| − | [[Category:Multiple Swimlane Levels]]
| |
| − | [[Category:Text Columns]]
| |
| − | [[Category:Swimlane Labels]]
| |
| − | [[Category:Row/Swimlane Borders]]
| |
| − | [[Category:Labels]]
| |
| − | [[Category:Name Label Collision Avoidance]]
| |
| | [[Category:Snapshots]] | | [[Category:Snapshots]] |
| − | [[Category:Snapshot Dependent/Independent]] | + | [[Category:Template Properties Form]] |
| − | [[Category:Row Stripes]] | + | [[Category:Chart Properties Form]] |
| − | [[Category:Swimlane Stripes]] | + | [[Category:Asana]] |
| − | [[Category:OnePager Pro]] | + | [[Category:OnePager Bundle]] |
| − | [[Category:OnePager Express]]
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