Difference between revisions of "Testing Article1"

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==About Managing Template Properties Forms==
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==Introduction==
  
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===What is a Template Properties Form?===
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This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
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For OnePager, a '''Template Properties''' form is a general set of '''style rules''' that can be used to create different charts. For example, if you have several projects and need to create the '''same style''' of report for each one, a '''Template Properties''' form allows you to create a '''single style''' that can be applied across '''multiple''' charts. It is the '''Template Properties''' form from which a new chart is created and from which all of the settings in the '''Chart Properties''' form are initially populated.  The '''Template Properties''' form is also the place where you have the largest number of Microsoft Project or Microsoft Excel '''source plan''' fields from which to '''import''' into OnePager. A '''Template Properties''' form is a great way to achieve '''standardization''' across projects and across team members! 
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==About Splitting and Parsing Fields==
  
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If everyone starts with the same '''Template Properties''' form, then the resulting charts adheres to '''standards''' that make it much easier for your audiences to digest. For more information on the '''differences between a Template and a chart''', please see the article at: [[Templates versus Charts for Version 7.0 | Templates versus Charts]] <!--4.0.1.3-70-->
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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.
  
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===Managing Template Properties Forms===
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===Split Resource Names Example===
  
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Standard '''Template Properties''' forms are distributed with OnePager and installed on your computer. These standard '''Template Properties''' form options, when selected, can create various visual presentations of your Microsoft Project or Excel data that can meet your schedule discussion needs.  The standard '''Template Properties''' form can also form starting points for you to create your own '''Template Properties''' forms which, in turn, create chart visualizations of project data specifically tailored to your presentations. The distributed standard '''Template Properties''' forms, for the most part, contain the same controls and options as the '''Chart Properties''' form that is the computer data representation of the chart managed by the '''Chart Editor'''. There are, however, differences in the content, controls, and features between OnePager '''Template Properties''' forms and the '''Chart Properties''' forms. For more instructions on '''Template Properties form only features''', please see the articles shown in the links below:
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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:
  
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<center>
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<center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center>
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{| class="wikitable"
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<center>P72-24_5_3-72-(1)-11022023.png</center>
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| [[Template Only Features for Version 7.0 (OnePager Pro) | Template Only Features-OnePager Pro]] <!--24.1.1-70-->
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| [[Template Only Features for Version 7.0 (OnePager Express) | Template Only Features-OnePager Express]] <!--24.2.1-70-->
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|}
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</center>
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==Accessing the OnePager Template Properties Forms==
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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:
  
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'''Template Properties''' forms distributed with OnePager Pro and Express can be accesses for '''review''', '''editing''', and '''saved''' in two ways:
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<center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center>
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<center>P72-24_5_3-72-(5)-11272023.png</center>
  
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1) From the OnePager Pro ('''OPP''') and Express ('''OPX''') '''Add-in''' applications.
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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.
  
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2) From the OnePager Pro ('''OPP''') and Express ('''OPX''') '''Desktop''' applications.
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===Enabling Splitting===
  
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===Accessing the OnePager Template Properties Form from the Add-in Application===
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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:
  
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To access, '''review''' or '''edit''' the '''Template Properties''' form from the OnePager '''Add-in''' application, click the '''Templates…''' button on the Microsoft Project ribbon's '''Add-ins''' tool bar for '''OPP''' or click the Microsoft Excel ribbon's '''Add-ins''' tool bar for '''OPX'''. The '''Template…''' button for '''OPP''' is shown below:
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<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
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<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
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<center>[[File:P70-24_0_1-70-(1)-11302020.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:
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<!--<center>P70-24_0_1-70-(1)-11302020.png</center>-->
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Clicking the '''Template...''' button shown above for either '''OPP''' or '''OPX''' accesses the '''current Template Properties''' form as shown here:
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<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
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<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
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<center>[[File:P70-24_0_1-70-(2)-11302020.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:
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<!--<center>P70-24_0_1-70-(2)-11302020.png</center>-->
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The current '''Template Properties''' form is displayed on top of your Microsoft Project or Excel '''source plan''' and can be '''reviewed''', '''edited''', or '''saved after editing''' using the '''File''', '''Edit''', or '''Help''' buttons on the '''Template Properties''' form's tool bar as shown above. If any '''edits''' are made to the accessed current '''Template Properties''' form , these '''edits''' can be made permanent by using the '''Save''' button at the bottom of the form after all '''edits''' are accomplished.
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<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
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<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
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===Accessing the OnePager Template Properties Form from the Desktop Application===
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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.
  
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Since the '''Desktop''' versions of '''OPP''' and '''OPX''' are launched from desktop '''Icons''' on your computer, either of these '''Desktop''' applications needs to be launched first before access can be gained to the current '''Template Properties''' form. Launching either '''OPP''' or '''OPX''' '''Desktop''' application accesses the respective '''Chart Editor''' that is '''blank''' and the '''OnePager Pro or Express Start''' form. To '''review''' or '''edit''' the '''Template Properties''' form from the OnePager '''Desktop''' application, click the '''File''' tab on the '''Chart Editor's''' ribbon screen and then the '''Options''' tab on the set of tabs on the left side of the screen as shown here:
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===Split Resources in the Chart===
  
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<center>[[File:P70-24_0_1-70-(3)-11302020.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:
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<!--<center>P70-24_0_1-70-(3)-11302020.png</center>-->
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Clicking the '''Template...''' button as shown above accesses the '''Template Properties''' form for '''editing''' as illustrated below:
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<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
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<center>P72-24_5_3-72-(2)-11022023.png</center>
  
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<center>[[File:P70-24_0_1-70-(2)-11302020.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'''.
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<!--<center>P70-24_0_1-70-(2)-11302020.png</center>-->
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If any '''edits''' are made to the accessed current '''Template Properties''' form, these '''edits''' can be made permanent by using the '''Save''' button at the bottom of the form after all '''edits''' are accomplished. Illustrated above are the steps for accessing the '''Template Properties''' form associated with the '''OnePager Pro Desktop''' application. The same steps are used to access the '''OnePager Express Desktop''' application’s '''Template Properties''' form.
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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'''.
  
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==Customizing the OnePager Template Properties Form==
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==Splitting Resources and Task Links==
  
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The '''Template Properties''' form has the same tabs as the '''Chart Properties''' form and on each tab, for the most part, the controls on the '''Template Properties''' form mirror those on the '''Chart Properties''' form. You can '''customize''' any distributed '''Template Properties''' form to have your charts '''start out with''' a common look and use a standard set of Microsoft Project fields. For '''OPX''' this also applies to Microsoft Excel fields. '''Editing''' within the '''Template Properties''' form involves accessing the specific tab and using the control group controls within the tab to change the settings and checkboxes to meet you visualizations intent.
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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.
  
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===Similarity to the Chart Properties Form===
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==Related Links==
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Since the '''Template Properties''' form's controls are so similar to those of the '''Chart Properties''' form, we recommend that you reference the articles dealing with '''Editing the Chart Properties''' form at:  [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
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===Special Features on the Template Properties Form===
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There are three (3) '''special feature controls''' on the '''Template Properties''' form that need to be set in the current '''Template Properties''' form if the feature is to be used in the '''creation''' and subsequent '''update''' of charts.
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====Enterprise Custom Fields====
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For OnePager Pro only, the product supports access to '''Enterprise Custom Fields''' that typically reside in an '''enterprise server'''. All OnePager Pro '''Template Properties''' forms have controls for accessing these '''Enterprise Custom Fields. For more information on the access and use of '''Enterprise Custom Fields''' for OnePager Pro, please see the article at:
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<center>
 
 
{| class="wikitable"
 
{| class="wikitable"
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| [[Using Enterprise Custom Fields from Microsoft Project for OnePager Pro for Version 7.0  | Using Enterprise Custom Fields from Microsoft Project for OnePager Pro]] <!--24.3.1-70-->
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| [[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
 +
|-
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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
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|-
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| [[Template Only Features for OnePager Express for Version 7.2 | Template Only Features for OnePager Express]] 24.2.1-72
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| [[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
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|-
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| [[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
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| [[Splitting and Parsing Columns for OnePager Pro for Version 7.2 | Splitting and Parsing Fields for OnePager Pro]] 24.4.1-72
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|-
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| [[Splitting and Parsing Columns for OnePager Express for Version 7.2 | Splitting and Parsing Fields for OnePager Express]] 24.5.1-72
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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
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|-
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| [[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
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| [[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
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|-
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| [[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
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| [[Splitting and Parsing Columns for Wrike in OnePager Version 7.2 | Splitting and Parsing Columns for Wrike in OnePager]] 24.5.11-72
 
|}
 
|}
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</center>
 
  
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====Field Splitting and Column Parsing====
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(24.5.9-72)
  
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The '''Field Splitting''' feature allows you to duplicate tasks when a tasks in your Microsoft Project or Microsoft Excel '''source plans''' are assigned to '''multiple resources''' (or anything else). Because assignments from Microsoft Project or Microsoft Excel can often be '''comma-delimited''', this feature enables OnePager to parse the '''comma-delimited list''' and '''create''' a unique task for each instance in the '''comma-separated''' list. If you anticipate using the '''Field Splitting and Column Parsing''' feature of OnePager Pro or Express, there are setup requirements to be made in the OnePager Pro or Express '''Template Properties''' form you intend to use. For more information on setting up the '''Field Splitting and Column''' features for OnePager Pro and Express, please see the articles at:
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[[Category:Version 7.2]]
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<center>
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{| class="wikitable"
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| [[Splitting and Parsing Columns for OnePager Pro for Version 7.0 | Splitting and Parsing Fields-OnePager Pro]] <!--24.4.1-70-->
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| [[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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|}
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</center>
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==Managing the Current Template Properties Form==
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As mentioned, '''Template Properties''' forms are key to managing a standard look and feel for charts produced by individuals and organizations when communicating schedule issues. This being the case, the '''management of Template Properties''' forms as objects is an important subject that is presented in the article at:  
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<center>
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{| class="wikitable"
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| [[Managing the Current Template for Version 7.0 | Managing the Current Template]] <!--24.6.1-70-->
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|}
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</center>
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==Related Links==
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[[Templates versus Charts for Version 7.0 | Templates versus Charts]] <!--4.0.1.3-70-->
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[[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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[[Template Only Features for Version 7.0 (OnePager Pro) | Template Only Features-OnePager Pro]] <!--24.1.1-70-->
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[[Template Only Features for Version 7.0 (OnePager Express) | Template Only Features-OnePager Express]] <!--24.2.1-70-->
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+
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[[Using Enterprise Custom Fields from Microsoft Project for OnePager Pro for Version 7.0  | Using Enterprise Custom Fields from Microsoft Project for OnePager Pro]] <!--24.3.1-70-->
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−
 
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[[Splitting and Parsing Columns for OnePager Pro for Version 7.0 | Splitting and Parsing Fields-OnePager Pro]] <!--24.4.1-70-->
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[[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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(24.0.1-70)
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[[Category:Version 7.0]]
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[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
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[[Category:Charts]]
 
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
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[[Category:Templates Versus Charts]]
 
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[[Category:Enterprise Integration]]
 
 
[[Category:Column Splitting]]
 
[[Category:Column Splitting]]
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[[Category:Charts]]
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[[Category:Task Links]]
 
[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
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[[Category:Templates]]
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[[Category:Template Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
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[[Category:OnePager Pro]]
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[[Category:Asana]]
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[[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)

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