Difference between revisions of "Testing Article1"

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==About Managing the Current Template Properties Form==
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==Introduction==
  
Since OnePager is distributed with many pre-defined '''Template Properties''' forms to choose from, you need to know how to:
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This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
* Find the available '''Template Properties''' forms,
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==About Splitting and Parsing Fields==
* Use a selected '''Template Properties''' form,
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* Create a new '''Template Properties''' form and save the '''Template Properties''' form created or changed in your '''Template''' folder,
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* Make a '''Template Properties''' form from a chart,
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* Rename a '''Template Properties''' form file,
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* Delete an unneeded '''Template Properties''' form,
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* Find included images in '''Template Properties''' forms,
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* And include logos in '''Template Properties''' forms. 
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We’ll discuss on each of these topics in this articleThese topics apply equally to OnePager Express as the do for OnePager Pro and to both the '''Add-in''' and '''Desktop''' applications.
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The OnePager '''column splitting''' feature allows you to '''duplicate task bars''' when a task in your Asana '''source plan''' is assigned to '''multiple resources''' (or anything else)Because assignments from Asana often are '''comma-delimited''', this feature enables OnePager to '''parse the comma-delimited list''' and '''create a unique task bar''' for each instance in the '''comma-separated''' list.
  
==Finding Available Template Properties Forms and Changing the Current Template Properties Forms==
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===Split Resource Names Example===
  
OnePager is distributed with a fairly comprehensive set of '''Template Properties''' forms.  By '''default''', the '''out of the box Template Properties''' form is the '''Single Project Gantt View – Detailed template'''. '''Template Properties''' forms are stored in separate folders.  In addition, OnePager separates the '''Template Properties''' forms into those that use '''English''' measuring units ('''inches'''), those that use '''Metric''' measuring units ('''centimeters'''), and '''Legacy Templates''' (created prior to the version 5.3 release).  To locate your available '''Template Properties''' form, launch the '''Template Properties''' form by clicking the '''Templates…''' button on the Microsoft Project or Excel tool bar. 
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Say you want to use '''color-codes''' on task bars/milestone symbols based upon your Asana '''source plan’s Assigned to''' column as shown below:
  
Alternatively, when using the OnePager '''Desktop''' application, launch the application and go to the '''File''' ribbon tool bar tab and locate the '''Template''' button on the '''Options''' tab. Clicking the '''Template''' button accesses the '''Template Properties''' form as shown below. Click the '''File''' button on the '''Template Properties''' form's tool bar and click the '''Open…''' command.  The result is shown below:
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<center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(1)-11022023.png</center>
  
<center>[[File:P70-24_6_1-70-(1)-12022020.png]]</center>
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Some of the entries in the '''Assigned to''' column consist of multiple, '''comma-separated''' items and some tasks only used one '''resource'''. Without the '''column splitting''' feature, a chart '''created''' from these data and assigned task bar/milestone symbol '''colors''' based upon the '''Assigned to''' column looks like this:
<!--<center>P70-24_6_1-70-(1)-12022020.png</center>-->
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Hovering over a '''RECENT Template''' chart file name reveals the '''path name''' to the associated '''Template Properties''' form being used by that chart file name.  To see your available '''Template Properties''' forms, click the '''BROWSE…''' option to access the Microsoft Windows Explorer window showing your available '''Template Properties''' forms in their folder:
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<center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center>
 +
<center>P72-24_5_3-72-(5)-11272023.png</center>
  
<center>[[File:P70-24_6_1-70-(2)-12022020.png]]</center>
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OnePager, in this case, treats the '''entire string''' as an individual '''Assigned to''' value. To provide more flexibility in displaying task bars that have '''multiple resources''' assigned, OnePager supports the concept of a '''column splitting'''.  This feature recognizes '''comma-separated''' values in a '''designated column''' and '''creates a separate task bar''' for each of the '''comma-separated''' values.
<!--<center>P70-24_6_1-70-(2)-12022020.png</center>-->
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Select the '''Template Properties''' form file you need and then click the '''Open''' button.  This establishes the selected '''Template Properties''' form as the '''current Template'''.  Any new charts '''created''' from this point on uses this selected '''Template Properties''' form.
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===Enabling Splitting===
  
==Using the Selected Template Properties Form==
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To use this feature requires turning '''ON''' the feature in the Asana '''Template Properties''' form you intend to use to make the chart.  The setting must be turned '''ON''' before the chart is created so launch OnePager Bundle from the '''desktop icon''', click the '''NEW''' button on the '''OnePager Bundle Start''' form to access the '''OnePager choices''' form, '''select''' your Asana '''source plan''', and type in the chart's '''title''' as shown here:
  
As discussed in the sub-section above, after you have located the desired '''Template Properties''' form and have the '''Template Properties''' form displayed on the screen, just click the '''Use''' button to close the form.
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<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
<center>[[File:P70-24_6_1-70-(3)-12022020.png]]</center>
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When you click the '''Next>''' button at the bottom of the form, OnePager accesses the second page of the '''OnePager choices''' form shown below:
<!--<center>P70-24_6_1-70-(3)-12022020.png</center>-->
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Or, if you have '''edited''' the '''Template Properties''' form or created a new '''Template Properties''' form, click the '''Save and use''' button.
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<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
<center>[[File:P70-24_6_1-70-(4)-12022020.png]]</center>
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Clicking the '''Edit current template''' button accesses the current '''Template Properties''' form.  Navigate to the '''Field Mappings''' tab on the form, check the '''Enable splitting on:''' checkbox to '''ON''' and (in this example) select the '''Assigned To''' column from the dropdown list provided. The results are shown here:
<!--<center>P70-24_6_1-70-(4)-12022020.png</center>-->
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==Creating a New Template Properties Form and Saving the Template Properties Form for Later Use==
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<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
You can '''create''' a new '''Template Properties''' form so that you can make the chart settings you need to support your presentations or to establish as standard in your organization.
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Click the '''Save and use''' button to complete the process and close the current '''Template Properties''' form returning you to the second page of the '''OnePager choices''' form show above.
  
To '''create''' a new '''Template Properties''' form, launch the '''Template Properties''' form with the '''Template…''' button on the Microsoft Project or Excel tool bar.  When the '''Template Properties''' form appears, select the '''File''' command and the click '''New…''' option as shown here:
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===Split Resources in the Chart===
  
<center>[[File:P70-24_6_1-70-(5)-12022020.png]]</center>
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Clicking the '''Create new chart''' button completes the process and creates the chart with the '''column splitting''' feature in use.  The chart with '''splitting''' looks like this:
<!--<center>P70-24_6_1-70-(5)-12022020.png</center>-->
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As shown above, clicking the '''New...''' command in the '''File''' dropdown causes OnePager to '''create a temporary Template Properties''' form name and show that the '''Template Properties''' form is '''(unsaved)'''. At this point go ahead and make your '''edits''' to the settings on one or more of the '''Template Properties''' form's tabs. When you are finished with your '''edits''', you need to '''save''' your new '''Template Properties''' form and give it a '''file name''' appropriate to the project or organization.  To do this, again, click the '''File''' button on the '''Template Properties''' form's tool bar and then click either the '''Save''' or the '''Save As…''' options as shown below:
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<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2)-11022023.png</center>
  
<center>[[File:P70-24_6_1-70-(6)-12022020.png]]</center>
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In the chart with '''column splitting''' shown above, there are now several more task bars in the '''Chart Editor''' than there were before.  The task bar for '''Plate Movement''' is now '''split into two (2) separate task bars''', one for each of the '''two resources assigned'''. The task bar for '''Centrifugal Barrier''' is now '''split into three (3) separate task bars''', one for each of the '''three resources''' that were assigned to this task in the Asana '''source plan'''.  Each of the '''resources''' has a unique '''color''' assigned.  Each of the '''resources''' appears by itself in the '''Legend'''.  The '''Legend title''' shows the '''column name''' that is used for '''splitting the columns'''.
<!--<center>P70-24_6_1-70-(6)-12022020.png</center>-->
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You can '''save''' the '''Template Properties''' form you’ve just '''created or updated''' either with the OnePager generated name or with a name of your choosing.  You can also '''save''' the '''Template Properties''' form just '''created or updated''' with the OnePager generated name and make it the '''Current Template''' by clicking the '''Save and use''' button at the bottom of the '''Template Properties''' form.  To '''save''' the '''new or modified Template Properties form''' with your own '''file name''', click the '''Save As…''' option in the '''File''' dropdown.
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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'''.
  
The Microsoft Windows '''Save''' form appears and you can choose the '''file name''' and save the '''Template Properties''' form as shown below:
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==Splitting Resources and Task Links==
  
<center>[[File:P70-24_6_1-70-(7)-12022020.png]]</center>
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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>P70-24_6_1-70-(7)-12022020.png</center>-->
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==Making a Template Properties Form from a Chart==
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Once you '''create''' an effective chart, you might like to use those '''same settings''' to make a new chart for a different set of data from different Microsoft Project or Excel '''source plans'''.  Or you can let some other person emulate the chart’s look and feel as a new '''standard''' by '''sharing the Template Properties''' form.  To do this, open the chart of interest and click the '''Save as Template''' button on the '''Home''' tab as shown below:
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+
<center>[[File:P70-24_6_1-70-(8)-12022020.png]]</center>
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<!--<center>P70-24_6_1-70-(8)-12022020.png</center>-->
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Clicking the '''Save as Template''' button accesses Microsoft Windows Explorer and the folder location where '''Template Properties''' forms are stored as shown below:
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<center>[[File:P70-24_6_1-70-(9)-12022020.png]]</center>
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<!--<center>P70-24_6_1-70-(9)-12022020.png</center>-->
+
 
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You can '''change the folder location''' for the new '''Template Properties''' form and '''change the file name''' as desired.  Click the '''Save''' button when '''editing''' is completed.  You can now use this new '''Template Properties''' form to repeat the look and feel of the chart you copied to a '''Template Properties''' form with different data from other Microsoft Project or Excel '''source plans'''.  You can also '''share''' this '''Template Properties''' form with other OnePager users by sending them the '''Template Properties''' form's files ('''.TAT''' extension) in an email, or by copying your '''Template Properties form files''' to a '''shared location'''.
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==Renaming a Template Properties Form File==
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You can '''rename''' a '''Template Properties form file''' in the same way that you '''rename any file''' supported by Microsoft Windows.  Use Microsoft Windows Explorer to go to the location where your '''Template Properties form files''' are stored.  Select the file that you want to '''change''' and right-click to reveal the '''context menu''' as shown below:
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+
<center>[[File:P70-24_6_1-70-(10)-12022020.png]]</center>
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<!--<center>P70-24_6_1-70-(10)-12022020.png</center>-->
+
 
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Click the '''Rename''' command which highlights the selected '''Template Properties''' form file and allow you to make the name change in placeWhen you’ve '''changed''' the name to the desire '''Template Properties''' form file, click anywhere or close the Microsoft Windows Explorer window.
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==Deleting a Template Properties Form File==
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'''Deleting a Template Properties''' form file can be done in the same way that any other Microsoft Windows file is '''deleted'''.  Locate the '''Template Properties form file''' to be '''deleted''' in your file system and select the file with a right-click.  Then, select the '''Delete''' command in the '''context menu''' and the file is '''deleted''' as shown below:
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+
<center>[[File:P70-24_6_1-70-(11-1)-12022020.png]]</center>
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<!--<center>P70-24_6_1-70-(11-1)-12022020.png</center>-->
+
 
+
==Find Included Images in Template Properties Forms==
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For management of '''images''' associated with a '''Template Properties''' forms, click the '''Template Properties''' form tool bar’s '''Edit''' button and the following menu is shown:
+
 
+
<center>[[File:P70-24_6_1-70-(12)-12022020.png]]</center>
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<!--<center>P70-24_6_1-70-(12)-12022020.png</center>-->
+
 
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Clicking the '''Images...''' command gives you a '''list of images''' that are included in the '''displayed Template'''.  If there are no '''images''' associated with the '''Template Properties''' form, an information message appears as shown below:
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<center>[[File:P70-24_6_1-70-(13)-12022020.png]]</center>
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<!--<center>P70-24_6_1-70-(13)-12022020.png</center>-->
+
 
+
For more information on '''Managing images in Template Properties forms''' please see the articles at: [[Background Images for Version 7.0 (Portal) | Background Images (Portal)]] <!--20.0.1-70-->
+
 
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==Including Logos in a Template Properties Forms==
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You can put standard '''images''' such as company '''logos''' into a '''Template Properties''' forms so that you and others can build charts that have standard company elements in them. 
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For more information on '''Putting a logo or other images into a chart''', please see the article at: [[Inserting Background Images for Version 7.0 | Inserting Background Images]] <!--20.1.1-70-->
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+
Then turn that chart into a '''Template Properties''' form as described in the previous section.  You can verify that the '''images''' are indeed part of the '''Template Properties''' form by examining its '''image content'''.  To do this click the '''Templates…''' button to access the '''Template Properties''' form and go to the '''Edit''' button and click the '''Images…''' command as shown here:
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+
<center>[[File:P70-24_6_1-70-(12)-12022020.png]]</center>
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<!--<center>P70-24_6_1-70-(12)-12022020.png</center>-->
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When you click '''Images...''' command, you see a report of which '''images''' are in your '''Template Properties''' form:
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<center>[[File:P70-24_6_1-70-(15)-12022020.png]]</center>
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<!--<center>P70-24_6_1-70-(15)-12022020.png</center>-->
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You can view these '''images''' at any time using the '''Template Properties''' form to make a new chart.  To '''delete an image''' from the '''Template Properties''' form, select an '''image to deleted''' from the '''images listed''' in the '''Here are the images in this template''' form shown above with the mouse (left-click) and click your keyboard’s '''Delete Key'''.  This '''permanently deletes''' the image from the '''Template Properties''' form.  '''UNDO''' does not retrieve the '''image''' after the keyboard’s '''Delete Key''' is pressed.
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==Related Links==
 
==Related Links==
  
[[Background Images for Version 7.0 (Portal) | Background Images (Portal)]] <!--20.0.1-70-->
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{| class="wikitable"
 
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| [[Templates versus Charts for Version 7.2 | Templates versus Charts]] 4.0.1.3-72
[[Inserting Background Images for Version 7.0 | Inserting Background Images]] <!--20.1.1-70-->
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| [[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 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
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| [[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 Version 7.0 (OnePager Pro) | Template Only Features-OnePager Pro]] <!--24.1.1-70-->
+
|-
 
+
| [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72
[[Template Only Features for Version 7.0 (OnePager Express) | Template Only Features-OnePager Express]] <!--24.2.1-70-->
+
| [[Template Only Features for Primavera P6 Source Plans in OnePager Version 7.2 | Template Only Features for Primavera P6 Source Plans in OnePager]] 24.2.2-72
 
+
|-
[[Using Enterprise Custom Fields from Microsoft Project for OnePager Pro for Version 7.| Using Enterprise Custom Fields from Microsoft Project for OnePager Pro]] <!--24.3.1-70-->
+
| [[Template Only Features for Smartsheet Source Plans in OnePager Version 7.2 | Template Only Features for Smartsheet Source Plans in OnePager]] 24.2.3-72
 
+
| [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] 24.4.1-72
[[Splitting and Parsing Columns for OnePager Pro for Version 7.0 | Splitting and Parsing Fields-OnePager Pro]] <!--24.4.1-70-->
+
|-
 
+
| [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for OnePager Express]] 24.5.1-72
[[Splitting and Parsing Columns for OnePager Express for Version 7.0 | Splitting and Parsing Fields-OnePager Express]] <!--24.5.1-70-->
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| [[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
 +
|}
  
(24.6.1-70)
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(24.5.9-72)
  
[[Category:Version 7.0]]
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[[Category:Version 7.2]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
[[Category:Data Management]]
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[[Category:Task/Milestone Editing]]
[[Category:Backgrounds, Images, and Logos]]
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[[Category:Column Splitting]]
 
[[Category:Charts]]
 
[[Category:Charts]]
 +
[[Category:Task Links]]
 
[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
[[Category:Templates]]
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[[Category:Template Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
[[Category:OnePager Pro]]
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[[Category:Asana]]
[[Category:OnePager Express]]
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[[Category:OnePager Bundle]]

Latest revision as of 20:52, 27 November 2023

Introduction

This article is focused on using the Column Splitting feature with OnePager Bundle Standalone and imported Asana source plans.

About Splitting and Parsing Fields

The OnePager column splitting feature allows you to duplicate task bars when a task in your Asana source plan is assigned to multiple resources (or anything else). Because assignments from Asana often are comma-delimited, this feature enables OnePager to parse the comma-delimited list and create a unique task bar for each instance in the comma-separated list.

Split Resource Names Example

Say you want to use color-codes on task bars/milestone symbols based upon your Asana source plan’s Assigned to column as shown below:

P72-24 5 3-72-(1)-11022023.png
P72-24_5_3-72-(1)-11022023.png

Some of the entries in the Assigned to column consist of multiple, comma-separated items and some tasks only used one resource. Without the column splitting feature, a chart created from these data and assigned task bar/milestone symbol colors based upon the Assigned to column looks like this:

P72-24 5 3-72-(5)-11272023.png
P72-24_5_3-72-(5)-11272023.png

OnePager, in this case, treats the entire string as an individual Assigned to value. To provide more flexibility in displaying task bars that have multiple resources assigned, OnePager supports the concept of a column splitting. This feature recognizes comma-separated values in a designated column and creates a separate task bar for each of the comma-separated values.

Enabling Splitting

To use this feature requires turning ON the feature in the Asana Template Properties form you intend to use to make the chart. The setting must be turned ON before the chart is created so launch OnePager Bundle from the desktop icon, click the NEW button on the OnePager Bundle Start form to access the OnePager choices form, select your Asana source plan, and type in the chart's title as shown here:

P72-24 5 3-72-(2A)-11022023.png
P72-24_5_3-72-(2A)-11022023.png

When you click the Next> button at the bottom of the form, OnePager accesses the second page of the OnePager choices form shown below:

P72-24 5 3-72-(2AA)-11022023.png
P72-24_5_3-72-(2AA)-11022023.png

Clicking the Edit current template button accesses the current Template Properties form. Navigate to the Field Mappings tab on the form, check the Enable splitting on: checkbox to ON and (in this example) select the Assigned To column from the dropdown list provided. The results are shown here:

P72-24 5 3-72-(2AAA)-11022023.png
P72-24_5_3-72-(2AAA)-11022023.png

Click the Save and use button to complete the process and close the current Template Properties form returning you to the second page of the OnePager choices form show above.

Split Resources in the Chart

Clicking the Create new chart button completes the process and creates the chart with the column splitting feature in use. The chart with splitting looks like this:

P72-24 5 3-72-(2)-11022023.png
P72-24_5_3-72-(2)-11022023.png

In the chart with column splitting shown above, there are now several more task bars in the Chart Editor than there were before. The task bar for Plate Movement is now split into two (2) separate task bars, one for each of the two resources assigned. The task bar for Centrifugal Barrier is now split into three (3) separate task bars, one for each of the three resources that were assigned to this task in the Asana source plan. Each of the resources has a unique color assigned. Each of the resources appears by itself in the Legend. The Legend title shows the column name that is used for splitting the columns.

With this feature, you can use column splitting just like any other column by using the dropdowns in the Template Properties form or Chart Properties form to assign colors, highlight task bars and milestone symbols, and to define and label rows and swimlanes.

Splitting Resources and Task Links

When task bars with Data-Driven or manual Task Links are split, the Task Links (Data-Driven and manual) are not shown. Further, the Task Links that are now hidden and do not have entries in the Where are My Links? form.

Related Links

Templates versus Charts 4.0.1.3-72 Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-72
Editing with the Chart Properties form (Portal) 21.0.1-72 Template Only Features for OnePager Pro 24.1.1-72
Template Only Features for OnePager Express 24.2.1-72 Template Only Features for Primavera P6 Source Plans in OnePager 24.2.2-72
Template Only Features for Smartsheet Source Plans in OnePager 24.2.3-72 Splitting and Parsing Fields for OnePager Pro 24.4.1-72
Splitting and Parsing Fields for OnePager Express 24.5.1-72 Splitting and Parsing Columns for Primavera P6 Source Plans in OnePager 24.5.2-72
Splitting and Parsing Columns for Smartsheet Source Plans in OnePager 24.5.3-72 Splitting and Parsing Columns for Project for the Web Source Plans 24.5.5-72
Splitting and Parsing Columns for Planisware Enterprise Source Plans 24.5.7-72 Splitting and Parsing Columns for Wrike in OnePager 24.5.11-72

(24.5.9-72)