Difference between revisions of "Testing Article1"

From OnePager Documentation
Jump to: navigation, search
(Split Resources in the Chart)
 
(511 intermediate revisions by 2 users not shown)
Line 1: Line 1:
==Overview==
+
==Introduction==
  
In addition to '''defining row''' and '''swimlane properties''' in the '''Chart Properties''' form, you can select a specific '''swimlane''' or '''swimlane level cell''' and manually '''edit''' its individual '''properties'''. To do this, use your mouse to select a '''swimlane''' or a '''swimlane level cell''' with a right-click to access the '''swimlane level''' right-click '''context menu''' as shown below:
+
This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
<center>[[File:P70-12_23_1-(1)-08112020.png]]</center>
+
==About Splitting and Parsing Fields==
<!--<center>P70-12_23_1-(1)-08112020.png</center>-->
+
  
In the illustration above, the '''Left#3 swimlane level cell''' is right-clicked to select the '''swimlane''' and the '''Left#3 swimlane level cell''' and to access the '''swimlane level''' right-click '''context menu'''.  Clicking the '''Properties …''' command accesses the '''Swimlane/Cell Properties''' form’s '''Swimlanes''' tab shown below:
+
The OnePager '''column splitting''' feature allows you to '''duplicate task bars''' when a task in your Asana '''source plan''' is assigned to '''multiple resources''' (or anything else).  Because assignments from Asana often are '''comma-delimited''', this feature enables OnePager to '''parse the comma-delimited list''' and '''create a unique task bar''' for each instance in the '''comma-separated''' list. 
  
<center>[[File:P70-12_23_1-(2)-08112020.png]]</center>
+
===Split Resource Names Example===
<!--<center>P70-12_23_1-(2)-08112020.png</center>-->
+
  
As an alternative, use the '''slow left-click selection''' method to select just the '''Left#3 swimlane level cell''', right-click to access the '''swimlane level''' right-click '''context menu''' and click the '''Properties …''' command where the '''Swimlane/Cell Properties''' form is accessed at the '''Cell''' tab as shown here:
+
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>[[File:P70-12_23_1-(3)-08112020.png]]</center>
+
<center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center>
<!--<center>P70-12_23_1-(3)-08112020.png</center>-->
+
<center>P72-24_5_3-72-(1)-11022023.png</center>
  
Either method in the above two illustrations allows you to access either tab of the '''Swimlane/Cell Properties''' form.  The access method described above in general terms for OnePager Pro applies to OnePager Express as well.  Any '''edits''' made to a '''swimlane''' or a '''swimlane level cell''' using the '''Swimlane/Cell Properties''' form’s controls makes the '''swimlane''' and/or '''swimlane level cell''' a '''maverick'''.  In the '''Swimlane/Cell Properties''' form’s '''Swimlane''' tab you can '''edit '''the '''border properties''' of the selected '''swimlane''', '''edit '''the selected '''swimlane level cell’s background color''' (as described later on), and use the '''Use Default Swimlane Properties''' button to revert any '''maverick swimlanes''' back to their '''default settings'''.
+
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:
  
'''Multiple swimlanes''' and '''swimlane level cells''' can be selected and '''edited''' using the controls in the '''Swimlane/Cell Properties''' form.  When selecting '''multiple swimlane''' or '''swimlane level cells''', OnePager only allows selections in '''one swimlane level'''.
+
<center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center>
 +
<center>P72-24_5_3-72-(5)-11272023.png</center>
  
This article describes the use of the '''Swimlane/Cell Properties''' form for the situations where '''one''' or '''multiple swimlanes''' or '''swimlane level cells''' are selectedThe next section covers the various methods for selecting '''swimlanes''' for '''editing'''.
+
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.
  
If you are comfortable with these selection techniques, you can jump to the article sections at the link where the controls in the '''Swimlane/Cell Properties''' form’s tabs are discussed: [[Editing Swimlane Properties for Version 7.0#Editing Swimlane Properties with the Swimlane/Cell Properties Form’s Swimlane Tab | Editing Swimlane Properties with the Swimlane/Cell Properties Form’s Swimlane Tab]] <!--12.23.1-70-->
+
===Enabling Splitting===
  
==Accessing Swimlanes for Editing Swimlanes and Swimlane Level Cells==
+
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:
  
Often it may be necessary to '''edit''' the '''properties''' of a '''swimlane level cell''' or set of '''swimlane level cells''' for the purpose of highlighting them for your schedule discussion presentation.  This can be done by selecting the desired '''swimlane level cell '''or''' cells''' using the appropriate mouse left-click and/or right-click combination selection methods to access the '''swimlane level''' right-click '''context menu''' and its '''Properties …''' command shown here:
+
<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
<center>[[File:P70-12_23_1-(4)-08112020.png]]</center>
+
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>P70-12_23_1-(4)-08112020.png</center>-->
+
  
This sub-section covers accessing the '''Swimlane/Cell Properties''' form using the available selection methods for '''swimlanes '''and''' swimlane level cells'''.
+
<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
For more information on the '''selection methods available for swimlanes and swimlane level cells''', please see the article and sub-section at: [[About OnePager's Rows and Swimlanes#Selection Methods Available for Multiple Swimlane Levels | Selection Methods Available for Multiple Swimlane Levels]] <!--12.0.2-70-->
+
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:
  
===Accessing the Swimlane/Cell Properties Form – Single Swimlane and Single Swimlane Level Cell Selection===
+
<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
Clicking the '''Properties …''' command when a '''swimlane''' is selected accesses the '''Swimlane/Cell Propertie'''s form at the '''Swimlane''' tab shown here:
+
Click the '''Save and use''' button to complete the process and close the current '''Template Properties''' form returning you to the second page of the '''OnePager choices''' form show above.
  
<center>[[File:P70-12_23_1-(5)-08112020.png]]</center>
+
===Split Resources in the Chart===
<!--<center>P70-12_23_1-(5)-08112020.png</center>-->
+
  
To make sure that there is no confusion on which '''swimlane level''' is being accessed, the '''Swimlane/Cell Properties''' form’s '''Swimlane''' tab’s '''Swimlane – Left#n Properties''' control group shows the '''number of the swimlane level''' accessed as highlighted in the above illustration.
+
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:
  
====Accessing a Single Swimlane====
+
<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
 +
<center>P72-24_5_3-72-(2)-11022023.png</center>
  
Using the above illustration as an example, the '''Left#1 swimlane level'''  can be accessed as shown below:
+
In the chart with '''column splitting''' shown above, there are now several more task bars in the '''Chart Editor''' than there were before. The task bar for '''Plate Movement''' is now '''split into two (2) separate task bars''', one for each of the '''two resources assigned'''.  The task bar for '''Centrifugal Barrier''' is now '''split into three (3) separate task bars''', one for each of the '''three resources''' that were assigned to this task in the Asana '''source plan'''.  Each of the '''resources''' has a unique '''color''' assigned.  Each of the '''resources''' appears by itself in the '''Legend'''.  The '''Legend title''' shows the '''column name''' that is used for '''splitting the columns'''.
  
<center>[[File:P70-12_23_1-(6)-08112020.png]]</center>
+
With this feature, you can use '''column splitting''' just like any other column by using the dropdowns in the '''Template Properties''' form or '''Chart Properties''' form to assign '''colors, highlight task bars and milestone symbols, and to define and label rows and swimlanes'''.
<!--<center>P70-12_23_1-(6)-08112020.png</center>-->
+
  
Once accessed, any '''edits''' applied to the '''Left#1 swimlane level cell''' may be applied to the '''Left#2''' and '''Left#3''' '''swimlane level cells''' since the '''swimlane''' as an entity is selected as opposed to '''individual swimlane level cells'''.
+
==Splitting Resources and Task Links==
  
For example, if the '''Left#1 swimlane level cell''' is used to access the '''Swimlane/Cell Properties''' form, changing the '''Swimlane Background Color''' applies to the '''Left#1''', '''Left#2''', and '''Left#3 swimlane level cells''' as these '''swimlane level cells''' are in the same '''swimlane '''from the form’s perspective.  Making such an '''edit''' to change the '''Swimlane Background Color''' to '''red''' changes the configuration of the chart to look like this:
+
When task bars with '''Data-Driven''' or manual '''Task Links''' are '''split''', the '''Task Links''' ('''Data-Driven''' and manual) are '''not shown'''.  Further, the '''Task Links''' that are now '''hidden''' and '''do not''' have entries in the '''Where are My Links?''' form.
 
+
<center>[[File:P70-12_23_1-(7)-08112020.png]]</center>
+
<!--<center>P70-12_23_1-(7)-08112020.png</center>-->
+
 
+
If the selection is made in the '''Left#2 swimlane level cell''' and the same '''edit''' is applied, the chart’s configuration is changed to look like this:
+
 
+
<center>[[File:P70-12_23_1-(8)-08112020.png]]</center>
+
<!--<center>P70-12_23_1-(8)-08112020.png</center>-->
+
 
+
====Accessing a Single Swimlane Cell====
+
 
+
Clicking the '''Properties …''' command when a single '''swimlane level cell''' is selected accesses the '''Swimlane/Cell Properties''' form at the '''Cell''' tab shown here:
+
 
+
<center>[[File:P70-12_23_1-(8A)-08112020.png]]</center>
+
<!--<center>P70-12_23_1-(8A)-08112020.png</center>-->
+
 
+
Use the '''slow left-click selection method''' to select an individual '''swimlane level cell''' and follow the selection action with the method described above to access the '''Swimlane/Cell Properties '''form at the '''Cell''' tab as shown here:
+
 
+
<center>[[File:P70-12_23_1-(6A-1)-08142020.png]]</center>
+
<!--<center>P70-12_23_1-(6A-1)-08142020.png</center>-->
+
 
+
When a '''single swimlane level cell''' is selected with the '''slow left-click method''' and the '''Swimlane/Cell Properties''' form is accessed at the '''Cell '''tab and the same '''edit''' as shown above is applied, only the '''Left#1 swimlane level cell''' has its '''Cell Background Color''' changed to '''red''' as shown below:
+
 
+
<center>[[File:P70-12_23_1-(9)-08112020.png]]</center>
+
<!--<center>P70-12_23_1-(9)-08112020.png</center>-->
+
 
+
===Accessing the Swimlane/Cell Properties Form – Multiple Swimlane and Swimlane Level Cell Selection===
+
 
+
You can select '''multiple swimlanes''' or '''multiple swimlane level cells''' as long as they are at the same '''swimlane level'''.  The '''CTL+Left-Click '''or '''SHIFT+Left-Click '''selection techniques can be used to select '''multiple swimlanes''' or '''multiple swimlane level cells''' for '''editing''' using the '''Swimlane/Cell Properties''' form’s '''Swimlane '''or''' Cell''' tabs.
+
 
+
For more information on the '''selection methods available for selecting multiple swimlanes or multiple swimlane level cells''', please see the article and sub-section at: [[About OnePager's Rows and Swimlanes#Selection Methods Available for Multiple Swimlane Levels | Selection Methods Available for Multiple Swimlane Levels]] <!--12.0.2-70-->
+
 
+
====CTL+Left-Click Method Used to Select Multiple Individual Swimlanes ====
+
 
+
'''Multiple swimlanes''' can be '''edited '''with the '''Swimlane/Cell Properties''' form’s '''Swimlane''' tab as demonstrated below using the access method previously described:
+
 
+
<center>[[File:P70-12_23_1-(10)-08112020.png]]</center>
+
<!--<center>P70-12_23_1-(10)-08112020.png</center>-->
+
 
+
'''Edits''' made in the '''Swimlane/Cell Properties''' form’s '''Swimlane''' tab are applied to all selected '''swimlanes'''.
+
 
+
====SHIFT+Left-Click Method Used to Select Multiple Sequential Swimlanes ====
+
 
+
Use '''SHIFT+Left-Click''' method to select a sequence of '''swimlanes '''for '''editing''' with the '''Swimlane/Cell Properties''' form as shown here:
+
 
+
<center>[[File:P70-12_23_1-(11)-08112020.png]]</center>
+
<!--<center>P70-12_23_1-(11)-08112020.png</center>-->
+
 
+
'''Edits''' made in the '''Swimlane/Cell Properties''' form’s '''Swimlane''' tab are applied to all selected '''swimlanes'''.
+
 
+
====Using Slow Left-Click and CTL+Left-Click Methods to Select Multiple Individual Swimlane Level Cells ====
+
 
+
Use the '''slow left-click''' method in conjunction with the '''CTL+Left-Click '''method to select '''individual swimlane level cells''' in the same '''swimlane level'''.  The method involves first getting the mouse device into the '''slow left-click mode''' and then using the '''CTL+Left-Click '''method to select the desired '''individual swimlane level cells''' as shown below:
+
 
+
<center>[[File:P70-12_23_1-(12)-08112020.png]]</center>
+
<!--<center>P70-12_23_1-(12)-08112020.png</center>-->
+
 
+
Once the '''three individual swimlane level cells''' are selected, as shown above, a right-click in the '''third selected swimlane level cell''' accesses the '''swimlane level''' right-click '''context menu'''.  Clicking the '''Properties …''' command accesses the '''Swimlane/Cells Properties''' form’s '''Cell''' tab for the '''Left#3 Cell Properties''' where any '''edits''' that are made to the controls at the '''Cell''' tab apply to all selected '''individual Left#3 swimlane level cells'''.
+
 
+
For example, we can change the '''Cell Background Color''' to '''red''' for the selected '''individual Left#3 swimlane level cells''' by using the standard OnePager '''Color Chooser''' form as shown below:
+
 
+
<center>[[File:P70-12_23_1-(13)-08112020.png]]</center>
+
<!--<center>P70-12_23_1-(13)-08112020.png</center>-->
+
 
+
====Using Slow Left-Click and SHIFT+Left-Click Methods to Select a Sequence of Swimlane Level Cells ====
+
 
+
Use the '''slow left-click''' method in conjunction with the '''SHIFT+Left-Click '''method to access a '''sequence of swimlane level cells''' in the same '''swimlane level'''.  The method involves first getting the mouse device into the '''slow left-click mode''' and then using the '''SHIFT+Left-Click '''method to select the desired '''sequence of swimlane level cells''' as shown below:
+
 
+
<center>[[File:P70-12_23_1-(14)-08112020.png]]</center>
+
<!--<center>P70-12_23_1-(14)-08112020.png</center>-->
+
 
+
Once the '''sequence of four (4) swimlane level cells''' are selected, as shown above, a right-click in the last ''' selected swimlane level cell''' accesses the '''swimlane level''' right-click '''context menu'''.  Clicking the '''Properties …''' command accesses the '''Swimlane/Cells Properties''' form’s '''Cell''' tab for the '''Left#2 Cell Properties''' where any '''edits''' that are made to the controls at the '''Cell''' tab apply to all selected '''individual Left#3 swimlane level cells'''.
+
 
+
For this example, we can change the '''Cell Background Color''' to '''red''' for the selected sequence of four''' Left#2 swimlane level cells''' by using the standard OnePager '''Color Chooser''' form as shown below:
+
 
+
<center>[[File:P70-12_23_1-(15)-08112020.png]]</center>
+
<!--<center>P70-12_23_1-(15)-08112020.png</center>-->
+
 
+
==Editing Swimlane Properties with the Swimlane/Cell Properties Form’s Swimlane Tab==
+
 
+
The '''Swimlane/Cell Properties''' form’s '''Swimlane''' tab is shown below:
+
 
+
<center>[[File:P70-12_23_1-(5)-08112020.png]]</center>
+
<!--<center>P70-12_23_1-(5)-08112020.png</center>-->
+
 
+
There are three control groups on this form for: 
+
 
+
:* '''Border properties''',
+
:* '''Swimlane Background Color''',
+
:* '''Use Default Swimlane Properties''' button.
+
 
+
===Manually Editing Swimlane Border Properties with the Swimlane/Cell Properties form’s Swimlane Tab===
+
 
+
There are three sub-control groups in the '''Border '''control group shown at the top of this section.  You have control over the selected '''swimlane’s Border type''', '''Top border''', and '''Bottom border colors'''; the '''Line width '''of the '''top and bottom border lines'''; and the '''Dash type''' for the '''top and bottom border lines'''.
+
 
+
====Border Types for Swimlane Borders====
+
 
+
There are '''four border types''' available for use in the form.  For the selected '''swimlane''' or '''swimlanes''' there are options for turning '''ON''' both the '''top '''and''' bottom borders''', either the '''top '''or''' the bottom borders ON''', or neither '''top '''nor''' bottom border ON'''.  Any changes made to the '''global setting of swimlane borders''' make the involved '''swimlane''' or '''swimlanes''' into a '''maverick'''.
+
 
+
====Mavericking Border Types for Swimlane Borders - Example====
+
 
+
To provide an example, the sample '''BlueGrass Project Plan Report – Pro''' chart is modified '''globally''' to '''remove all row''' and '''swimlane borders''' as shown below:
+
 
+
<center>[[File:P70-12_23_1-(16)-08122020.png]]</center>
+
<!--<center>P70-12_23_1-(16)-08122020.png</center>-->
+
 
+
In the illustration that follows, we’ll '''maverick swimlanes''' as follows:
+
 
+
:* The '''Prime Left#3 swimlane borders''' are updated so its '''bottom border''' is turned '''ON''' with '''line size 2.0''', '''Color Black''', '''Dash type – Dot'''.
+
:* The '''Refactoring & Deployment Left#2 swimlane borders''' are updated so its '''top border''' is turned '''ON''' with '''line size 3.0''', '''Color Red''', and '''Dash type – Dash-dot-dot'''.
+
:* The '''Phase III Left#1 swimlane border''' is updated so that its '''top '''and''' bottom borders''' are turned '''ON''' with '''line size 3.5''', '''Color Blue''', and '''Dash type – Solid'''.
+
 
+
When these '''maverick''' changes are '''applied''' to the individual elements mentioned above using the '''Swimlane/Cell Properties''' form’s '''Swimlane''' tab, the chart is modified to look like this:
+
 
+
<center>[[File:P70-12_23_1-(17)-08122020.png]]</center>
+
<!--<center>P70-12_23_1-(17)-08122020.png</center>-->
+
 
+
===Manually Editing Swimlane Background Colors with the Swimlane/Cell Properties form’s Swimlane Tab===
+
 
+
The standard OnePager '''Color Chooser''' form is used the change the '''background color''' of the selected '''swimlane level cell''' or '''cells'''.  Recall that in a '''three swimlane level''' chart, changing the '''background color''' for a '''Left#1 swimlane level cell''' propagates the '''color''' change to the '''Left#2''' and '''Left#3 swimlane level cells''' that are members of the selected '''Left#1 swimlane level cell '''as shown in the sequence below:
+
 
+
<center>[[File:P70-12_23_1-(18)-08122020.png]]</center>
+
<!--<center>P70-12_23_1-(18)-08122020.png</center>-->
+
 
+
When the '''OK''' button is clicked on the '''Swimlane/Cell Properties''' form, the configuration of the chart is changed to this:
+
 
+
<center>[[File:P70-12_23_1-(19)-08122020.png]]</center>
+
<!--<center>P70-12_23_1-(19)-08122020.png</center>-->
+
 
+
When the selected '''swimlane''' is '''de-selected''', the chart looks like this:
+
 
+
<center>[[File:P70-12_23_1-(20)-08122020.png]]</center>
+
<!--<center>P70-12_23_1-(20)-08122020.png</center>-->
+
 
+
===Manually Editing Swimlane Level Cell's Background Colors with the Swimlane/Cell Properties form’s Cell Tab===
+
 
+
Using the '''Swimlane/Cell Properties''' form’s '''Swimlane''' tab’s '''Swimlane Background Color''' control, only the '''swimlane level cells''' in the selected '''swimlane '''are changed.  If you want to select the '''Startup Left#1 swimlane level cell''' and change just the '''Startup Left#1 swimlane level cell’s background color''' you must access the '''Swimlane/Cell Properties''' form at the '''Cell''' tab.  This can be done by using the '''slow left-click''' selection method to just select the '''Startup Left#1 swimlane level cell''' or use a standard selection method on the '''Startup Left#1 swimlane level cell''' to access the '''Swimlane/Cell Properties''' form at the '''Swimlane''' tab and simply click the '''Cell''' tab as shown below:
+
 
+
<center>[[File:P70-12_23_1-(21)-08122020.png]]</center>
+
<!--<center>P70-12_23_1-(21)-08122020.png</center>-->
+
 
+
When the '''OK''' button on the '''Swimlane/Cell Properties''' form is clicked and the '''Startup Left#1 swimlane level cell''' is '''de-selected''', the chart looks like this:
+
 
+
<center>[[File:P70-12_23_1-(22)-08122020.png]]</center>
+
<!--<center>P70-12_23_1-(22)-08122020.png</center>-->
+
 
+
The procedure for changing the '''properties''' of the chart portion of the '''row''' (i.e., to the right of the '''text columns''') is explained in the '''Editing Row Properties''' article at: [[Editing Row Properties for Version 7.0 | Editing Row Properties]] <!--12.22.1-70-->
+
 
+
===The Use Default Swimlane Properties Button in the Swimlane/Cell Properties form’s Swimlane Tab===
+
 
+
The purpose of the '''Use Default Swimlane Properties''' button is to '''restore''' the selected '''swimlane''' or '''swimlanes properties''' to the settings in the current '''Chart Properties''' form or '''Template Properties''' form.  This is done by first selecting the '''swimlane''' or '''swimlanes''' that you want to '''restore''', accessing the '''Swimlane/Cell Properties''' form at the '''Swimlane tab''' and clicking the '''Use Default Swimlane Properties''' button.  '''Note''' that the '''Use Default Swimlane Properties''' button is '''enabled''' whenever a change is made to a '''swimlane level cell '''or''' cell’s properties''' at a '''swimlane level'''.
+
 
+
As an example, suppose we start with the chart configuration where we '''mavericked''' the top most set of '''three swimlane level cells''' by giving them a '''background color''' of '''red''' as shown below:
+
 
+
<center>[[File:P70-12_23_1-(20)-08122020.png]]</center>
+
<!--<center>P70-12_23_1-(20)-08122020.png</center>-->
+
 
+
If we now select the '''Startup Left#1 swimlane level cell''' and access the '''Swimlane/Cell Properties''' form the chart shows the illustration below:
+
 
+
<center>[[File:P70-12_23_1-(23)-08122020.png]]</center>
+
<!--<center>P70-12_23_1-(23)-08122020.png</center>-->
+
 
+
When the '''Use Default Swimlane Properties''' form is clicked and the form is '''closed''' by clicking the '''OK''' button, the chart’s configuration changes to that shown below:
+
 
+
<center>[[File:P70-12_23_1-(24)-08122020.png]]</center>
+
<!--<center>P70-12_23_1-(24)-08122020.png</center>-->
+
 
+
==Editing Swimlane Cell Properties with the Swimlane/Cell Properties Form’s Cell Tab==
+
 
+
The '''Swimlane/Cell Properties''' form’s '''Cell''' tab looks like this:
+
 
+
<center>[[File:P70-12_23_1-(8A)-08112020.png]]</center>
+
<!--<center>P70-12_23_1-(8A)-08112020.png</center>-->
+
 
+
The '''properties''' that can be '''edited''' in this tab include:
+
 
+
:* The '''text''' within the selected '''swimlane level cell''',
+
:* The '''text’s font properties''',
+
:* The '''horizontal '''and''' vertical alignment''' of the '''text''' within the '''swimlane level cell '''or '''cells''',
+
:* The '''cell’s background color''',
+
:* And the '''rotation''' of the '''swimlane level cell’s text'''.
+
 
+
Additionally, there is a '''Use Default Cell Properties''' button that can be used to '''restore''' any '''mavericked swimlane level cell’s properties''' back to the '''global settings''' in the '''Chart Properties''' or '''Template Properties''' forms.  Several of these controls such as the '''Text''' window, the '''Font''' control dropdown that accesses the '''Font properties''' form, and the two sets of three '''Alignment '''buttons are standard within OnePager.  These controls perform the same editing functions as when used for '''editing''' the '''properties of text elements''' within objects such as '''task bars/milestone symbols''', '''comment boxes''', '''time axis level cells''', and '''vertical curtains'''.
+
 
+
Extensive examples are not provided here for the above mentioned controls.  Rather, the remaining focus in this sub-section is on the '''Cell Background Color''' control, the '''Text Rotation''' control, and the '''Use Default Cell Properties''' button.
+
 
+
===Manually Editing Swimlane Cell Background Colors with the Swimlane/Cell Properties form’s Cell Tab===
+
 
+
'''Manually editing''' a selected '''swimlane level cell''' or '''cells''' for '''background color''' requires that the '''swimlane level cell''' or '''cells '''be individually selected with one of the appropriate '''cell '''selection methods.
+
 
+
When the '''swimlane level cell''' or '''cells''' are selected and the '''Swimlane/Cell Properties''' form’s '''Cell''' tab is accessed, the standard OnePager '''Color Chooser''' form can be accessed by clicking on the '''Cell Background Color''' dropdown as shown below:
+
 
+
<center>[[File:P70-12_23_1-(25)-08122020.png]]</center>
+
<!--<center>P70-12_23_1-(25)-08122020.png</center>-->
+
 
+
When the '''OK''' button on the '''Swimlane/Cell Properties''' form is clicked, the three selected '''Left#1 swimlane level cells''' are reconfigured as shown here:
+
 
+
<center>[[File:P70-12_23_1-(26)-08122020.png]]</center>
+
<!--<center>P70-12_23_1-(26)-08122020.png</center>-->
+
 
+
Recall that '''swimlane level cell''' selection can only be done in the '''same swimlane level''' so that changing the '''cell background color''' for '''multiple swimlane levels''' must be done on '''an individual swimlane level''' basis.
+
 
+
===Manually Editing Swimlane Cell’s Text Rotation with the Swimlane/Cell Properties form’s Cell Tab===
+
 
+
The '''Swimlane/Cell Properties''' form’s '''Cell''' tab’s '''Text Rotation''' control provides '''three different orientation''' of '''text''' contained within a selected '''swimlane level cell''' or '''cells'''.  You have the option to '''rotate swimlane level cell text horizontally''' (the typical '''default''' setting), '''rotate swimlane level cell text 90 degrees clockwise''', and '''rotate swimlane level cell text 270 degrees clockwise'''.
+
 
+
The dropdown list for the '''Text Rotation''' control in the '''Swimlane/Cell Properties''' form’s '''Cell''' tab looks like this:
+
 
+
<center>[[File:P70-12_23_1-(27)-08122020.png]]</center>
+
<!--<center>P70-12_23_1-(27)-08122020.png</center>-->
+
 
+
As an example, we can '''rotate the text''' contained in the '''Integration & Testing Left#2 swimlane level cell 90 degrees''' to get the configuration of '''text''' within the '''cell''' shown below:
+
 
+
<center>[[File:P70-12_23_1-(28)-08122020.png]]</center>
+
<!--<center>P70-12_23_1-(28)-08122020.png</center>-->
+
 
+
'''Swimlane level cell text rotation''' is sometimes useful in order to help decrease the '''width''' of a''' swimlane level '''and allow more '''horizontal space''' for the chart itself.
+
 
+
===The Use Default Cell Properties Button in the Swimlane/Cell Properties form’s Cell Tab===
+
 
+
1The purpose of the '''Use Default Cell Properties''' button is to '''restore''' the selected '''swimlane cell''' or '''cell’s properties''' to the settings in the current '''Chart Properties''' form or '''Template Properties''' form. This is done by first selecting the '''swimlane level cell''' or '''cells''' that you want to '''restore''', accessing the '''Swimlane/Cell Properties''' form at the '''Cell tab''' and clicking the '''Use Default Cell Properties''' button.  '''Note''' that the '''Use Default Cell Properties''' button is '''enabled''' whenever a change is made to a '''swimlane level cell '''or''' cell’s properties''' at a '''cell level'''.
+
 
+
As an example, suppose we start with the chart configuration where we '''mavericked''' the '''Prime Left#3 swimlane level cell''' to have a '''background color''' of '''red''' as shown below:
+
 
+
<center>[[File:P70-12_23_1-(29)-08132020.png]]</center>
+
<!--<center>P70-12_23_1-(29)-08132020.png</center>-->
+
 
+
If we now select the '''Prime Left#3 swimlane level cell''' and access the '''Swimlane/Cell Properties''' form at the '''Cell '''tab, the chart shows the illustration below:
+
 
+
<center>[[File:P70-12_23_1-(30)-08132020.png]]</center>
+
<!--<center>P70-12_23_1-(30)-08132020.png</center>-->
+
 
+
When the '''Use Default Cell Properties''' form is clicked and the form is '''closed''' by clicking the '''OK''' button, the chart’s configuration changes to that shown below:
+
 
+
<center>[[File:P70-12_23_1-(31)-08132020.png]]</center>
+
<!--<center>P70-12_23_1-(31)-08122020.png</center>-->
+
  
 
==Related Links==
 
==Related Links==
  
[[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-->
+
{| 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 and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70-->
+
(24.5.9-72)
  
[[About OnePager's Rows and Swimlanes | About OnePager's Rows and Swimlanes]] <!--12.0.2-70-->
+
[[Category:Version 7.2]]
 
+
[[Category:Editing the Chart]]
[[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-70-->
+
[[Category:Task/Milestone Editing]]
 
+
[[Category:Column Splitting]]
[[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0 | Creating, Formatting, and Sorting Swimlanes Levels]] <!--12.02.1-70-->
+
 
+
[[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-->
+
 
+
[[Editing Text Columns or Swimlane Labels for Version 7.0 | Editing Text Columns or Swimlane Labels]] <!--12.3.1-70-->
+
 
+
[[Manually Hiding and Unhiding Swimlane Levels for Version 7.0 | Manually Hiding and Unhiding Swimlane Levels]] <!--12.5.1-70-->
+
 
+
[[Resizing the Width of Text Columns and Swimlanes for Version 7.0 | Resizing the Width of Text Columns and Swimlanes]] <!--12.8.1-70-->
+
 
+
[[Resizing the Height of Rows for Version 7.0 | Resizing the Height of Rows]] <!--12.11.1-70-->
+
 
+
[[Hiding and Unhiding Rows and Swimlanes for Version 7.0 | Hiding and Unhiding Rows and Swimlanes]] <!--12.13.1-70-->
+
 
+
[[Adding a Row or Swimlane for Version 7.0 | Adding a Row or Swimlane]] <!--12.16.1-70-->
+
 
+
[[Splitting Swimlanes for Version 7.0 | Splitting Swimlanes]] <!--12.17.1-70-->
+
 
+
[[Adding a Row to a Swimlane for Version 7.0 | Adding a Row to a Swimlane]] <!--12.19.1-70-->
+
 
+
[[Making Each Row into a Swimlane for Version 7.0 | Making Each Row into a Swimlane]] <!--12.20.1-70-->
+
 
+
[[Merging Swimlanes for Version 7.0 | Merging Swimlanes]] <!--12.21.1-70-->
+
 
+
[[Editing Row Properties for Version 7.0 | Editing Row Properties]] <!--12.22.1-70-->
+
 
+
[[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-->
+
 
+
(12.23.1-70)
+
 
+
[[Category:Version 7.0]]
+
 
[[Category:Charts]]
 
[[Category:Charts]]
[[Category:Templates]]
+
[[Category:Task Links]]
 +
[[Category:Ribbon]]
 +
[[Category:Snapshots]]
 +
[[Category:Template Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
[[Category:Editing the Chart]]
+
[[Category:Asana]]
[[Category:Rows and Swimlanes]]
+
[[Category:OnePager Bundle]]
[[Category:Multiple Swimlane Levels]]
+
[[Category:Labels]]
+
[[Category:Text Columns]]
+
[[Category:Snapshots]]
+
[[Category:Swimlane Stripes]]
+
[[Category:Mavericks]]
+
[[Category:OnePager Pro]]
+
[[Category:OnePager Express]]
+

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)