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| − | ==OnePager Express Enhancements for Data-Driven Task Links== | + | ==Introduction== |
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| − | OnePager Express can now '''import Dependency''' values on tasks from Microsoft Excel '''source plans''' where the '''syntax format selection''' for specifying '''predecessor''' relationships corresponds to the Microsoft Project standards or the '''syntax format selection''' used by Oracle’s Primavera P6.
| + | This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''. |
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| − | OnePager Express is designed to process '''Task Links''' that are specified as '''predecessors''' '''ONLY'''.
| + | ==About Splitting and Parsing Fields== |
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| − | ==OnePager Express' Template and Chart Properties Forms==
| + | The OnePager '''column splitting''' feature allows you to '''duplicate task bars''' when a task in your Asana '''source plan''' is assigned to '''multiple resources''' (or anything else). Because assignments from Asana often are '''comma-delimited''', this feature enables OnePager to '''parse the comma-delimited list''' and '''create a unique task bar''' for each instance in the '''comma-separated''' list. |
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| − | The implementation of '''Data-driven Task Links''' and enhancements made to manual '''Task Links''' required enhancements to the OnePager Express '''Template Properties''' and '''Chart Properties''' form’s '''Event '''tabs. This '''Event Links '''tab is renamed as the '''Task Links''' tab in both forms with enhanced controls to support the new capabilities of '''Data-driven Task Links'''.
| + | ===Split Resource Names Example=== |
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| − | Before going further into this article, it is recommended that you first review the article at: [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.0 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-70-->
| + | 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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| − | ===The Template Properties Form's Task Links Tab for OnePager Pro===
| + | <center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(1)-11022023.png</center> |
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| − | The '''Template Properties '''form '''Task Links''' tab for OnePager Express is a little different from that of OnePager Pro since Microsoft Excel '''source plans''' do not have a unique '''field''' defined for '''Predecessors''' or '''Successors'''. In the '''Template Properties '''form’s '''Task Links '''tab, the '''Import predecessors''' checkbox is normally '''unchecked''' or '''OFF''' meaning that the '''Data-driven Task Link import '''feature is turned '''OFF'''. For Microsoft Excel '''source plans''', you must tell OnePager Express which '''field '''in your '''source plan '''to use and what '''syntax format selection''' to use for the '''Predecessors''' '''field’s '''format.
| + | 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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| − | The '''Template Properties '''form’s '''Task Link ''' tab for OnePager Express is shown below with the dropdown menu of possible '''Predecessor source plan fields''':
| + | <center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center> |
| | + | <center>P72-24_5_3-72-(5)-11272023.png</center> |
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| − | <center>[[File:X70-19_1_1_2-70-(1)-10052020.png]]</center>
| + | 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>X70-19_1_1_2-70-(1)-10052020.png</center>-->
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| − | The OnePager Express '''Template Properties '''form '''Task Link '''tab picks up the list of possible '''Predecessor fields''' if a Microsoft Excel '''source plan '''is loaded. Otherwise the dropdown list is minimized if no '''source plan''' is loaded.
| + | ===Enabling Splitting=== |
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| − | There are two '''syntax format selections''' for Microsoft Excel '''source plans'''. These are:
| + | 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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| − | :1) The standard Microsoft Project '''Predecessor/Successor field syntax''', or | + | <center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2A)-11022023.png</center> |
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| − | :2) The Oracle Primavera P6 '''Predecessor syntax'''.
| + | 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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| − | OnePager Express assumes that the designated '''Predecessors field''' from the Microsoft Excel '''source plan''' is used for the '''Data-driven Task Link''' information source. OnePager Express only '''imports predecessor data '''from the designated Microsoft Excel '''predecessor field'''. Although OnePager Express does not import '''Successor '''data from your '''source plan''', '''successor '''information is the inverse on '''predecessor '''information found in your '''source plan'''. This approach guaranties that all your '''Data-driven''' '''Task Links''' are based on valid information from your Microsoft Excel '''source plan'''.
| + | <center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2AA)-11022023.png</center> |
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| − | ====Template Properties Form’s Task Link Tab’s Controls====
| + | 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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| − | OnePager Express supports the visual representation of all four '''Task Link Dependency Types''' including Finish-to-Start ('''FS'''), Finish-to-Finish ('''FF'''), Start-to-Finish ('''SF'''), and Start-to-Start ('''SS''') with proper '''Begin''' and '''End point shape''' placement on the '''Predecessor''' and''' Successor '''task bars/milestone symbols. It is assumed that if '''Data-driven Task Links''' are imported they are to be '''shown''' so the '''Show task links '''checkbox is checked '''ON'''. Additionally in the '''Default Task-Link Formatting''' control group shown above, there are established settings for '''Line Styles''', '''Arrow Styles''', and '''Font properties'''
| + | <center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2AAA)-11022023.png</center> |
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| − | There are controls available to''' globally''' set the''' Horizontal Anchor positions''' for manual '''Task Link’s Begin '''and '''End point shapes '''for all '''Dependency Types '''along the '''Predecessor '''or '''Successor''' task’s timespan as shown by the '''slider '''bars in the illustration above. For all '''Task Links '''(manual and '''Data-driven''')''' '''you are able to '''globally '''set the '''Vertical Anchor positions''' of a '''Task Link’s Begin '''and '''End point shapes '''on the '''Top''', '''Middle''', or '''Bottom''' of the '''Predecessor''' and '''Successor''' task/milestone.
| + | 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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| − | You can choose to let OnePager determine the '''Vertical Anchor positions''' by selecting the '''Auto '''options. In the '''Data-Driven Task Links '''control group shown above, the '''default '''setting for the '''Import predecessors '''checkbox is '''unchecked''' or '''OFF'''. This is done so that new charts are not created with all '''available Data-driven Task Links''' information '''imported''' and '''shown''' unless you specifically direct such an action through the '''Template Properties''' form. You are given the opportunity to import '''Data-driven Task Links '''information''' '''using the same controls in the '''Chart Properties ''' form’s '''Task Links '''tab in the '''Data-Driven Task Links''' control group after the chart is created.
| + | ===Split Resources in the Chart=== |
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| − | When the '''Import predecessors''' checkbox is checked '''ON''' in the '''Template Properties '''form’s '''Task Link '''tab, you have the option to '''Show all Data-driven Task Links''' or use the '''Task Link Filer Rules''' capability by clicking the '''Use Rules''' radio button. Selecting the '''Use Rules''' radio button enables the '''Manage Rules''' button which is used to access the '''Task Link Filter Rules''' form. This form allows you to establish a set of rules to govern how '''Data-driven Task Links''' are '''shown'''.
| + | 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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| − | ====Controls for Importing Task Link Data====
| + | <center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center> |
| | + | <center>P72-24_5_3-72-(2)-11022023.png</center> |
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| − | In the '''Template Properties '''form’s '''Task Links '''tab, the '''Import predecessors''' checkbox is normally '''unchecked''' or '''OFF''' meaning that the '''Data-driven Task Link import '''feature is turned '''OFF'''. The OnePager Express '''Chart Properties '''form '''Task Links '''tab picks up the list of possible '''Predecessor fields''' if a Microsoft Excel '''source plan '''is loaded. | + | 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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| − | It makes an attempt to pick an available Microsoft Excel '''field '''that most closely resembles a '''predecessor field''' for the chart.
| + | With this feature, you can use '''column splitting''' just like any other column by using the dropdowns in the '''Template Properties''' form or '''Chart Properties''' form to assign '''colors, highlight task bars and milestone symbols, and to define and label rows and swimlanes'''. |
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| − | The same two '''syntax format selection '''choices for Microsoft Excel '''source plans '''are available in the '''Chart Properties '''form '''Task Links''' tab. These are:
| + | ==Splitting Resources and Task Links== |
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| − | :1) The standard Microsoft Project '''Predecessor/Successor field syntax''', or
| + | 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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| − | :2) The Oracle Primavera P6 '''Predecessor syntax'''.
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| − | For more information on '''Task Link Filtering Rules''', please see the article at: [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express for Version 7.0 | Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express]] <!--19.2.2-70-->
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| − | ===The Chart Properties Task Links Tab for OnePager Express===
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| − | The '''Chart Properties''' form’s '''Task Links '''tab is almost identical to that in the '''Template Properties '''form and is shown below:
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| − | <center>[[File:X70-19_1_1_2-70-(2)-10052020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(2)-10052020.png</center>-->
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| − | In the '''Chart Properties '''form’s '''Task Links '''tab’s '''Data-driven Task Links '''control group shown above, the '''Import and show links''' checkbox is normally '''unchecked''' or '''OFF'''. The '''Import and show links''' checkbox is '''disabled''' in the '''Chart Properties''' form until the '''Show task links''' checkbox at the top of the form is checked '''ON'''. Checking the '''Import and show links''' checkbox to '''ON''' when its '''enabled''' and then clicking the '''OK''' button '''imports''' the '''Data-driven Task Links''' from the Microsoft Excel '''source plan''' and displays them in the chart.
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| − | Checking the '''Import and show links''' checkbox '''ON''' also enables the '''from''' and '''using''' windows so that you can tell OnePager Express the source of '''Task Link''' data to be '''imported'''. After '''Data-driven Task Links''' are '''imported''' and '''showing''' in the chart, you have the option with the '''Chart Properties''' form's '''Task Links''' tab to control the further '''showing or hiding''' of all '''Data-driven Task Links''' with the renamed '''Show data-driven links''' checkbox as shown below:
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| − | <center>[[File:X70-19_1_1_2-70-(3-1)-10052020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(3-1)-10052020.png</center>-->
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| − | Checking the '''Show data-driven links''' checkbox '''ON shows''' all '''imported Data-driven Task Links''' while checking this checkbox '''OFF hides''' all '''Data-driven Task Links'''. If the '''Import predecessors''' checkbox is checked '''ON''' in the '''Template Properties''' form '''Task Links '''tab’s '''Data-driven Task Links''' control group, '''Data-driven Task Links''' are '''imported''' and the corresponding checkbox in the '''Chart Properties '''form’s '''Task Links '''tab is also checked '''ON'''.
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| − | ===Chart Properties Form’s Task Link Tab’s Controls===
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| − | The controls in the '''Chart Properties''' form '''Task Link '''tab’s '''Default Task-Link Formatting '''control group are the same as the controls in the '''Template Properties '''form '''Task Link '''tab’s '''Default Task Link Formatting''' control group for One Pager Express. The differences in '''Task Link '''tab are only in the '''Data-Driven Task Links '''control groups for OnePager Express.
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| − | For more information for using the OnePager Express '''Chart Properties''' form's '''Task Links''' tab's controls, please see the article at: [[Editing Task Links with the Chart Properties Form for OnePager Express for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Express]] <!--19.3.2-70-->
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| − | ==OnePager’s Data-Driven Task Link Import Process==
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| − | Below is a brief overview of the OnePager Express '''import''' process for '''Data-driven Task Links'''.
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| − | ===Capabilities===
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| − | OnePager Express can '''import''' '''standard predecessor''' '''field''' data from Microsoft Excel '''source plans''' and '''show''' them in a chart totally under your control. The capability to '''show''' '''Data-driven Task Links''' '''imported''' from your '''source plans '''can present some significant opportunities for helping to tell your schedule story. You can use '''Data-driven Task Links''' directly''' imported''' from your '''source plans''' without needing to manually create them.
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| − | OnePager Express '''ONLY''' '''imports''' available '''Dependency '''data from '''source plans''' when you turn the '''Task Links '''feature '''ON '''(i.e., Check the '''Import predecessors''' checkbox '''ON''' in the '''Template Properties''' form '''Task Link''' tab’s '''Data-driven Task Links''' control group). You can later, after the chart is created, '''import data-driven Task Links''' by going to the '''Chart Properties '''form '''Task Links''' tab and checking the '''Show data-driven links''' checkbox '''ON''' and specifying if you want to '''Show all''' '''data-driven Task Links''' or use '''Task Link Filter rules''' to selectively '''show imported data-driven Task Links'''. You have the capability to individually control the '''showing''' or''' hiding''' of '''Data-driven Task Links'''. You have the capability to individually '''edit''' the '''properties''' of '''Data-driven''' and manual '''Task Links'''.
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| − | ===Cautions and Challenges===
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| − | These capabilities, however, present some challenges.
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| − | '''Showing''' too many '''Data-driven Task Links''' clutters the chart; potentially concealing important information. Too many '''Data-driven Task Links''' can make graphics potentially difficult for your audiences to see. The OnePager '''Task Links '''capability is designed to cope with these challenges through several mechanisms. By '''default''', OnePager Express is typically launched with the '''Data-driven Task Link '''feature turned '''OFF'''. The '''default Off '''setting approach prevents the creation of a '''cluttered''' chart initially or a '''cluttered''' snapshot further on when the original chart is '''updated'''.
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| − | OnePager Express '''ONLY''' '''imports''' available '''Dependency''' data from your '''source plan''' when the feature is turned '''ON''' in either the '''Template Properties''' or '''Chart Properties '''form. Additionally, OnePager Express does '''not''' '''show''' any '''Data-driven Task Links''' unless their associated task bars/milestone symbols are '''Flagged '''for '''import''' and are within the chart's '''Start/Finish Date boundaries'''.
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| − | The '''Task Links''' tabs, is an addition to the '''Template Properties''' and '''Chart Properties''' forms so you have '''global''' control over all '''Task Links properties''' globally and in the chart. Any '''Task Link''', either '''manual''' or '''Data-driven''' can be individually selected and '''edited''' in the chart.
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| − | Manually '''editing''' any '''Task Link''' turns it into a '''maverick Task Link'''. You have the capability to easily construct a '''Daisy Chain''' of manual '''Task Links'''. After carefully determining how many and which '''Task Links''' to '''show''' in your schedule discussion chart, you can set the '''Task Links '''feature '''ON'''. You can use the '''Task Link''' feature’s '''editing''' controls to determine which '''Task Links''' to '''show''' or '''hide''' and how they should look.
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| − | ===Import Process Summary===
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| − | The flow chart below shows, in general, how OnePager processes '''data-driven Task Links''' with '''imported''' task/milestones under your control:
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| − | <center>[[File:P70-19_1_1-70-(3A)-09282020.png]]</center>
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| − | <!--<center>P70-19_1_1-70-(3A)-09282020.png</center>-->
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| − | ==Importing Data-Driven Task Links to a Chart==
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| − | ===Chart Properties Form Settings===
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| − | The '''Chart Properties '''form '''Task Links''' tab’s '''Import and show links''' checkbox, like the corresponding '''Import predecessors''' checkbox in the '''Template Properties''' form, is unchecked or '''OFF'''. If you decide to check the '''Import and show links''' checkbox '''ON''' after the chart is created and click the '''OK '''button on the '''Chart Properties '''form, OnePager Express goes to the '''source plan''' and '''imports''' the '''Data-driven Task Links''' information and '''shows''' them. Subsequent accesses to the '''Chart Properties '''form’s '''Task Links '''tab show the form changed as highlighted below:
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| − | <center>[[File:X70-19_1_1_2-70-(3-1)-10052020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(3-1)-10052020.png</center>-->
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| − | As shown above, the checkbox is now focused on '''showing''' or '''hiding''' '''Data-driven Task Links''' as the '''predecessor''' data are already '''imported'''. Unchecking the '''Show data-driven links''' checkbox '''OFF''' as it is now labeled '''hides '''all '''Data-driven Task Links''' once you click the '''Apply '''or '''OK''' button on the '''Chart Properties''' form. Although '''hidden''', the '''Data-driven Task Links''' can be '''re-shown''' by rechecking the '''Show data-driven links''' checkbox '''ON''' and again clicking the '''OK '''button on the '''Chart Properties''' form. There is an additional control in the '''Data-driven Task Links '''control group in the '''Chart Properties '''form '''Task Link '''tab – the '''Where Are My Links? '''button as shown in the '''Chart Properties '''form’s '''Task Links''' tab above.
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| − | ===Tracking Task Links with the Where Are My Links? Form===
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| − | OnePager provides a form that records all '''Task Links''' both '''Data-driven''' and manual associated with the chart. This form, called the '''Where Are My Links?''' form can be accessed from the OnePager ribbon's '''Home''' tab by clicking the '''Show/Hide''' dropdown in the '''Editing''' control group on the tab as shown below:
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| − | <center>[[File:X70-19_1_1_2-70-(4)-10052020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(4)-10052020.png</center>-->
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| − | Clicking the '''Where Are My Links?''' command accesses the form as shown below:
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| − | <center>[[File:X70-19_1_1_2-70-(5)-10052020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(5)-10052020.png</center>-->
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| − | The form above has an entry for each '''Data-driven Task Link''' and manual '''Task Link''' in the snapshot. If the '''Task Link '''is '''shown '''in the snapshot, the checkbox in the '''Show''' column is checked '''ON'''. The ''' source plan''' names and '''Task ID '''of each pair of '''Predecessor '''and '''Successor''' task bars are shown in the form and the last column ('''Source''') tells you if the '''Task Link '''was '''imported''' as a '''Data-driven Task Link''' or created as a manual '''Task Link'''. You can use the checkboxes in the '''Show '''column to '''edit''' the '''show/hide status''' of any entry in the form. Un-checking an entry’s '''Show''' column checkbox '''OFF hides''' the '''Task Link''' once you’ve clicked the '''OK '''button at the bottom of the form.
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| − | The four (4) columns in the form can be sorted by clicking on the '''column’s header'''.
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| − | Sorting on the '''Show '''column means that you are sorting between checked and unchecked entries.
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| − | Sorting on the '''Predecessor''' or '''Successor '''columns means that you are sorting alphanumerically on the contents of the entire field. Because of the relationship between these two columns, sorting on the '''Predecessor''' column, for example, brings along the corresponding '''Successor''' entry and vice versa.
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| − | Sorting on the '''Source '''column means that you are sorting between '''Imported''' and '''Manual '''entries.
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| − | The three buttons at the bottom of the '''Where Are My Links?''' form are shortcut buttons which operates as follows:
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| − | :1) '''Use Show/Hide Defaults''': When this button is clicked all '''Task Links''' in the snapshot have their '''properties''' reverted to the '''global''' settings in the '''Chart Properties''' form’s '''Task Links '''tab.
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| − | :2) '''Show All''': Clicking this button makes all '''Task Links''' visible by setting the entire '''Show '''column’s checkboxes to check '''ON'''.
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| − | :3) '''Hide All''': Clicking this button '''hides''' all '''Task Links''' by setting the entire '''Show '''column’s checkboxes to unchecked or '''OFF'''.
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| − | The contents in the '''Where Are My Links? '''form are specific to each snapshot as '''Task Links '''are '''snapshot-dependent.''' Given the Microsoft Excel based '''BlueGrass Project Plan Report - Express''' being used here and the set of '''Task Links '''contained and '''shown '''in the '''Where Are My Links? '''form above, the chart looks like this:
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| − | <center>[[File:X70-19_1_1_2-70-(6)-10052020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(6)-10052020.png</center>-->
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| − | '''Data-driven Task Links '''are '''shown''' in a '''color''' based upon the '''default settings''' established in the distributed '''Template Properties''' forms and carried forward to the '''Chart Properties '''form when this chart is created. | + | |
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| − | OnePager does its best to position the '''Predecessor '''to '''Successor''' '''connection lines''' to avoid overlapping other graphics. '''Task Links''' are '''shown '''behind task bars/milestone symbols but in front of task bar/milestone symbol labels. This positioning of '''Task Links''' in the '''Z-Levels''' can be '''edited'''. You also have the capability to manually '''select''' individual '''Data-driven Task Links''' and use '''drag and drop''' techniques to route the '''connection lines''' between pairs of task bars/milestone symbols.
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| − | ==Using Task Link Filter Rules==
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| − | Since some Microsoft Excel '''source plans''' can be fully constrained, that is, have many tasks with '''Predecessor '''data, '''importing all Data-driven Task Links''' can lead to a cluttered chart. Additionally, '''showing all Data-driven Task Links''' might distract from the goals of your schedule conversation.
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| − | ===Accessing the Task Link Filter Rules Form===
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| − | To deal with this, OnePager has a '''Task Link Filtering rule''' capability that allows you to establish '''conditions''' under which '''Data-driven Task Links '''are '''shown''' as described below:
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| − | You have options in the '''Chart Editor''' to '''show''' '''all Data-driven Task Links''', '''show''' only those that meet your specified '''Task Link Filtering rules conditions''' or '''show''' only those '''Task Links''' that you specifically desire to '''show'''. The '''Task Link Filter Rules '''form is provided for you to '''add''', '''edit''', and '''delete''' your '''Task Link Filter rules''' to control '''showing '''or''' hiding''' of individual '''Task Links'''. The '''Task Link Filter Rules''' form is accessed by going to the '''Chart Properties''' form’s '''Task Links '''tab and first clicking the '''Use Rules''' radio button in the '''Data-driven Task Links''' control group and then clicking the '''Manage Rules''' button as shown here:
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| − | <center>[[File:X70-19_1_1_2-70-(7)-10052020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(7)-10052020.png</center>-->
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| − | The '''Task Link Filter Rules '''form is shown below:
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| − | <center>[[File:X70-19_1_1_2-70-(8)-10052020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(8)-10052020.png</center>-->
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| − | ===Example===
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| − | To demonstrate this capability, suppose you want to only '''show Data-driven Task Links '''that relate to the '''ADONIS''' and '''MERLIN''' Subcontractor’s activities in the BlueGrass Project Plan Report – Express chart. First, the chart with all the '''Data-driven Task Links showing''' looks like this with some adjustment made to '''row height''':
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| − | <center>[[File:X70-19_1_1_2-70-(6)-10052020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(6)-10052020.png</center>-->
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| − | Next, go to the '''Chart Properties '''form '''Task Links '''tab and first checking the '''Use Rules '''radio button followed by clicking the '''Manage Rules...''' button. Shown in the form below are the two rules needed to '''filter Data-driven Task Links '''and restrict the '''showing '''of '''Data-driven Task Links '''to only those tasks/milestones involving the '''ADONIS '''and '''MERLIN''' Subcontractors:
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| − | <center>[[File:X70-19_1_1_2-70-(9)-10052020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(9)-10052020.png</center>-->
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| − | When you click the '''OK''' button on the '''Task Link Filter Rules '''form and click either the '''Apply''' or '''OK '''button on the '''Chart Properties '''form, the resulting chart looks like this with a little adjustment made to '''row height''':
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| − | | + | |
| − | <center>[[File:X70-19_1_1_2-70-(10)-10052020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(10)-10052020.png</center>-->
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| − | The chart above is less cluttered and focused on those tasks/milestones (both '''Predecessor''' and '''Successor''') that apply to the two subcontractors of interest.
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| − | Note further that the individual '''Data-driven Task Link '''manual '''editing''' features are used in the above chart to assure that the '''Data-driven Task Links '''involved show their '''connection line '''routing clearly between '''predecessor''' and '''successor'''. Finally, if you look at the '''Where Are My Links? '''form you can see which entries are '''shown '''and which are '''hidden''':
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| − | | + | |
| − | <center>[[File:X70-19_1_1_2-70-(11)-10052020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(11)-10052020.png</center>-->
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| − | | + | |
| − | ===Globally Editing With Task Link Filter Rules===
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| − | ====In the Template Form====
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| − | You can establish '''Task Link '''properties in the '''Template Properties '''form’s '''Task Links '''tab as mentioned above. These '''Task Link '''properties are applied to all charts created with the '''Template Properties'''. What is important to note with OnePager is that you have the option in the '''Template Properties '''form’s '''Task Link '''tab to define '''Task Link Filter rules''' prior to creating any chart. As long as the defined '''Task Link Filter rules '''remain defined in the '''Template Properties''' form, these rules are always applied as the chart is initially created.
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| − | A sample '''Template Properties''' form with defined '''Task Link Filter rules''' is shown below:
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| − | <center>[[File:X70-19_1_1_2-70-(12)-10052020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(12)-10052020.png</center>-->
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| − | To access the '''Task Link Filter Rules '''form, the '''Import predecessors''' checkbox must be checked '''ON''', and the '''Use Rules''' radio button selected. This enables the '''Manage Rules…''' button so you can click it and access the '''Task Link Filter Rules''' form. Use the '''Add Rules''', '''Copy Rule(s)''', and '''Delete Rules(s) '''buttons to create and manage your rule entries. Any Microsoft Excel '''field imported''' by OnePager Express can be used in the '''Field '''column of the above form.
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| − | The '''Operator''' and '''Value '''columns are tailored to the type of the '''Field '''column''' '''selection and the dropdowns are provided accordingly.
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| − | The '''Applies to '''column lets you select if you want the '''rule''' to apply to only '''Predecessor''' task, '''Successor '''task, or '''both'''.
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| − | The '''Show task links when: '''set of radio buttons allow you to establish either an '''OR''' relationship between the active '''Task Link Filter rules''' or an '''AND''' relationship between the rules.
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| − | This operates the same as with the '''Conditional Import Rules''' form. When you have the '''rules '''defined, click the '''OK '''button on the '''Task Link Filter Rules''' form and the '''Save and use''' button on the '''Template Properties''' form to '''save''' the '''rules''' and other '''Template Properties '''form settings. When this '''Template Properties '''form is used to create a chart, the settings pertaining to '''Task Links '''are incorporated into the '''Chart Properties '''form of the chart and can be refined once the chart is created as noted in the next section.
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| − | | + | |
| − | ====In the Chart Properties Form====
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| − | As mentioned above, the '''Chart Properties '''form takes its initial '''Task Link '''settings from the '''Template Properties '''form used to create the initial chart. '''Task Link property''' settings can be '''edited''' at any time after the chart is created by accessing the '''Chart Properties''' form’s '''Task Links '''tab and making the setting '''edits''' desired. Once the '''edits''' are '''applied''', they are incorporated into the chart.
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| − | | + | |
| − | This also applies to '''Task Link Filter rules'''. '''Task Link Filtering''' is applied to the chart when it is created if the '''Template Properties '''form’s '''Task Links '''tab was set up with '''Task Link Filtering rules'''. Once the chart is created you can access the '''Chart Properties '''form’s '''Task Link '''tab and '''edit''' any '''Task Link Filtering rules'''. When you make such an '''edit''', click '''OK''' in the '''Chart Properties '''form’s '''Task Link Filter Rules''' form and click '''Apply''' or '''OK '''in the '''Chart Properties '''form. OnePager goes back to the '''source plan''' and '''re-imports''' the '''source plan’s Predecessor '''information and applies the '''Task Link Filter rules '''from the '''Chart Properties '''form. If you '''edit''' '''Task Link Filter rules''' in the '''Chart Properties '''form’s '''Task Link '''tab, the modified '''Task Link Filer rules''' remain in effect for each subsequent snapshot created for the chart. As with any other settings in the '''Chart Properties '''form you can '''edit''' the settings in the '''Task Links''' tab without impacting the settings made to the original '''Template Properties '''form.
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| − | For more detailed information on '''Task Link Filter rules''', please see the article at: [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express for Version 7.0 | Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express]] <!--19.2.2-70-->
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| − | | + | |
| − | ==Thinking About Showing and Hiding Data-Driven Task Links==
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| − | There are five (5) operational considerations to keep in mind when '''showing''' '''Task Links''' using the '''Data-driven Task Link''' feature.
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| − | ===The Default Setting is OFF===
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| − | The feature is '''by default''' turned '''OFF''' in all OnePager distributed '''Template Properties''' and must be specifically turned '''ON''' for the feature to operate. The '''Import predecessors''' checkbox in the '''Data-driven Task Links''' control group shown in the '''Template Properties '''form’s '''Task Link '''tab is for this purpose.
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| − | | + | |
| − | ===When to Turn the Feature ON or OFF===
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| − | Your decision to turn the feature '''ON''' or '''OFF''' can be made before or after charts are created and even after several snapshots are added.
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| − | | + | |
| − | ===Task Links are Snapshot-Dependent===
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| − | '''Data-driven Task Links''' and manual '''Task Links '''are '''snapshot-dependent'''.
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| − | Formatting of '''Task Links '''is consistent across all snapshots, but you do have the ability to '''show '''or''' hide''' individual '''Task Links''' differently between snapshots.
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| − | | + | |
| − | ===Import Conventions===
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| − | For '''Data-driven Task Links''' to '''show''', both the '''predecessor '''and''' successor''' tasks must be '''imported''' and at least partially within the chart’s '''Start/Finish Dates boundaries'''. OnePager '''shows''' '''Data-driven Task Links''' between task bars that are partially visible in the chart. OnePager also '''shows Data-driven Task Links '''to off-page task bars/milestone symbols as long as one of the pair of '''predecessor/successor''' task '''imported '''is within the chart’s '''Start/Finish Dates boundaries'''.
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| − | | + | |
| − | ===OnePager Does Not Handle Lag Times===
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| − | | + | |
| − | Please note that '''lag times''' do not change the appearance of '''Data-driven Task Link '''visualizations.
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| − | | + | |
| − | ==Editing Data-Driven Task Links With the Task Links Properties Form==
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| − | | + | |
| − | Discussed above was an overview of '''editing Data-driven Task Links''' globally using the '''Template Properties''' or '''Chart Properties''' forms. Individual '''Data-driven Task Links''' can be '''edited''' in the '''Chart Editor''' by first '''selecting''' the '''Data-driven Task Link''' with a right click to access its '''task link''' right-click '''context menu''' and then clicking the '''Properties...''' command as shown below:
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| − | | + | |
| − | <center>[[File:X70-19_1_1_2-70-(13)-10052020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(13)-10052020.png</center>-->
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| − | | + | |
| − | The '''Task Link Properties''' form is discussed below along with the methods available for '''selecting Task Links''' for '''editing'''. The controls in for '''editing Task Links''' globally with the '''Template Properties''' and '''Chart Properties''' forms and '''editing individual Task Links''' with the '''Task Link Properties''' form are the same.
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| − | | + | |
| − | For more information on '''editing individual Task Links for the Chart Properties form''', please see the article at: [[Editing Task Links with the Chart Properties Form for OnePager Express for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Express]] <!--19.3.2-70-->
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| − | | + | |
| − | ===The Task Link Properties Form===
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| − | Once '''Data-driven Task Links''' are '''imported '''and '''shown'''. they can individually be '''selected''' and '''edited''' as mentioned earlier with a combination of the right-click to access the '''task link''' right-click '''context menu''' and a click on the '''Properties … '''command to access the''' Task Link Properties '''form shown below:
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| − | | + | |
| − | <center>[[File:X70-19_1_1_2-70-(14)-10052020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(14)-10052020.png</center>-->
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| − | | + | |
| − | The '''Task Links Properties''' form contains the same controls for '''editing Task Links''' as shown above in the '''Template Properties''' and '''Chart Properties''' forms. When '''edits''' are made in the '''Task Links Properties''' form and the '''OK''' button at the bottom of the for is clicked, the '''edits''' are applied to the '''selected Task Links''' only. When you do this, the '''selected and edited Task Links''' are considered '''mavericks''' and the rules for snapshot-dependency applies. You can restore a '''maverick Task Link(s) later by '''selecting''' them and clicking the '''Use Format Defaults''' button at the bottom of the '''Task Link Properties''' form and clicking '''OK'''.
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| − | | + | |
| − | ===Selecting and Re-Positioning Individual Task Links===
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| − | You can individually '''select''' a '''Data-driven Task Link''' which, depending on its '''connection line '''routing, displays '''green''' and/or '''yellow grab points''' for your mouse. The '''green grab points''' are '''Begin '''and '''End point shapes''' for the '''Task Link ''' and the '''yellow grab points''' are points where you can use your mouse to '''drag and drop''' the '''connection line''' as shown here with a slight change in the organization of the example chart:
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| − | | + | |
| − | <center>[[File:X70-19_1_1_2-70-(15)-10062020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(15)-10062020.png</center>-->
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| − | Using the '''yellow grab points''' you can make manual adjustments to the '''connection line '''routing of a '''Data-driven Task Link '''as demonstrated below:
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| − | <center>[[File:X70-19_1_1_2-70-(16)-10062020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(16)-10062020.png</center>-->
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| − | | + | |
| − | The '''green grab points''' are used to re-position the '''Begin '''and '''End point shapes''' of the '''Data-driven Task Link '''on its '''Predecessor '''or '''Successor '''task bar/milestone symbol as shown below:
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| − | <center>[[File:X70-19_1_1_2-70-(17)-10062020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(17)-10062020.png</center>-->
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| − | | + | |
| − | Making these and other manual '''edits''' to an individual '''Task Link '''makes the '''Task Link '''a '''maverick'''. As shown in the '''Task Link Properties '''form above, a '''maverick Task Link''' can be restored to the default settings in the '''Chart Properties '''form by clicking the '''Use Format Defaults '''button provided in the form.
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| − | | + | |
| − | ===Selecting Multiple Task Links===
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| − | | + | |
| − | You can use your mouse to '''select multiple Task Links''' for '''editing''' using the same procedures as used to select multiple '''task bars/milestone symbols''', '''Rows''',''' Swimlanes''', and '''Time Axis Level Cells''' by combining the pointing of your mouse to the '''Task Link '''in combination with the '''CTL+Left-Click'''. The '''SHIFT+Left-Click''' operation is '''not enabled''' for selecting '''Task Links'''. The '''CTL+Left-Click''' technique is recommended if you want to '''edit''' the '''Task Link properties''' of multiple (but not all) '''Task Links''' such as their '''connection line color''', '''arrow head shape''', or '''connection line dash type''', for example.
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| − | | + | |
| − | Since '''Task Link connection lines''' are generally not configured or routed the same, it is not possible to '''select multiple Task Links''' and use the '''drag and drop method''' on the '''connection lines''' to reroute them manually. As an example, suppose you have the BlueGrass Project Plan Report – Express chart with all '''Data-driven Task Links showing''' as illustrated above. Using your mouse with the '''CTL+Left-Click''' selects several '''Data-driven Task Links'''.
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| − | | + | |
| − | When the first '''Task Link '''is selected, it is '''highlighted''' with '''green grab points''' at the '''Begin '''and '''End point shapes''' and '''yellow grab points''' along the '''connection line''' if the routing has multiple corners. When you '''select''' the second, third, and so on '''Task Link''' using this method, the '''selected multiple Task Links''' are '''highlighted''' with only '''green grab points''' as shown below:
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| − | <center>[[File:X70-19_1_1_2-70-(18)-10062020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(18)-10062020.png</center>-->
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| − | When '''multiple Task Links''' are '''selected''' they cannot be '''re-positioned''' although you can access the '''task link''' right-click '''context menu''' and use the '''context menu''' commands that apply to all '''selected multiple Task Links'''. When '''multiple Task Links''' are '''selected''' and one or more are '''mavericks''', meaning that their '''properties''' differ, if you access the '''Task Link Properties''' form, the content windows and setting in the form appear '''null''' where there are different settings among the '''selected multiple Task Links'''.
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| − | Making any '''edits''' to the '''selected multiple Task Links''' applies the '''edit''' to all '''selected Task Links'''.
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| − | ===The Task Link Right-Click Context Menu===
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| − | To '''edit''' '''selected Task Links''', right-click on any of the '''Task Links''' to access the '''task link''' right-click '''context menu '''and click on the desired command as shown here:
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| − | <center>[[File:X70-19_1_1_2-70-(19)-10062020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(19)-10062020.png</center>-->
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| − | | + | |
| − | ====Properties ... Command====
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| − | If you click the '''Properties … '''command, the '''Task Link Properties '''form appears as shown here:
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| − | <center>X70-19_1_1_2-70-(19)-10232019.png</center>
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| − | <center>[[File:X70-19_1_1_2-70-(20)-10062020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(20)-10062020.png</center>-->
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| − | To complete the example, you can '''edit''' the '''Color: '''dropdown in the '''Line''' '''Style '''sub-group to red and click '''OK''' on the form and get the result shown below:
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| − | <center>[[File:X70-19_1_1_2-70-(21)-10062020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(21)-10062020.png</center>-->
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| − | | + | |
| − | ====Hide Commands====
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| − | The '''task link''' right-click '''context menu's''' '''Hide''' command permits you to '''hide''' the '''Task Link''' in either '''At this snapshot''' or '''At all snapshots'''. The '''Hide''' command as used with '''Task Links''' operates the same way as with '''Free boxes'''.
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| − | | + | |
| − | ====Order Task Link Context Menu Commands====
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| − | The '''task link''' right-click '''context menu's''' '''Order''' command permits you to '''order''' the '''Task Link''' within the '''Z-Levels''' in a manner similar to how '''Free boxes''' and '''Comment boxes''' are '''ordered''' in the chart. As with '''Order''' commands used throughout OnePager, there are four (4) options available: '''Bring to front'''. '''Send to back''', '''Bring forward''', and '''Send backward'''.
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| − | ====Put in all Snapshots Command====
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| − | The '''task link''' right-click '''context menu's''' '''Put in all snapshots''' command also operates in the same way as the corresponding commands for the '''Free box''' and the '''Comment box'''.
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| − | ====After Completing Edits Using the Task Link Right-Click Context Menu====
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| − | After completing the '''edit''' operation above, the '''selected Task Links '''remain selected in case you want to make more '''edits'''. Clicking anywhere in open space '''disables''' the selections. Using this technique, you can '''select multiple Data-driven Task Links '''as well as manual '''Task Links''' in one '''multiple selection operation''' and perform '''edits''' on '''all selected Task Links'''. Making any formatting '''edits''' to '''Task Links '''either singly or in a multiple selection operation makes them '''Task Links mavericks'''. You can restore multiply selected '''Task Links '''back to their default formatting by accessing the '''Task Links Properties '''form shown above and clicking the '''Use Format Defaults '''button followed by clicking the '''OK '''button.
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| − | ===The Select all Task Links Command in the Home Ribbon===
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| − | There is a feature available for you to select '''all''' '''Task Links''' '''shown''' in the chart. This handy feature uses the OnePager Express ribbon’s '''Home '''tab. To '''select all Task Links '''('''data-driven''' and manual) in one operation, go to the OnePager Express ribbon’s '''Home '''tab in the '''Editing''' group and click the '''Select all''' dropdown and then click the '''Task Links '''option as shown below:
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| − | <center>[[File:X70-19_1_1_2-70-(22)-10052020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(22)-10052020.png</center>-->
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| − | This action highlights ('''selects''') all visible '''Task Links'''. If you right-click on any '''selected Task Link''' to access the '''task link''' right-click '''context menu '''(depending on the '''Task Link '''type you right-clicked), you can access the '''Task Link Properties '''form and '''edit all the selected Task Link''' in one operation or used the commands in the '''task link''' right-click '''context menu'''.
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| − | ==Task Links and Virtual Summary Tasks==
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| − | As a review, a '''Virtual Summary Task''' ('''VST''') is a summary task created by OnePager that does not exist in a Microsoft Excel''' source plan'''. It represents the '''Start date''' and '''End date''' of two or more constituent task bars or milestone symbols. In this respect the '''VST''' is a OnePager '''Summary''' task.
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| − | | + | |
| − | For more information on creating and using the '''VST '''feature, please see the article at: [[Creating and Managing Virtual Summary Tasks for Version 7.0 | Creating and Managing Virtual Summary Tasks]] <!--18.0.1-70-->
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| − | | + | |
| − | When OnePager creates a '''VST''', it computes the '''Start''' and '''End Dates''' of a '''VST''' as its constituent task bar dates change from snapshot to snapshot. It also constructs '''Baselines''', '''Percent Complete Bars''', and '''Critical Path Segments''' for task bars being summarized. When '''Task Links''' exist on constituent task bars (whether manual or '''Data-driven Task Links'''), and those constituent task bars are turned into a '''VST''', the '''Task Links''' become '''hidden'''. Upon '''Unmaking '''the '''VST''', the '''Task Links '''are again '''shown '''with their constituent task bars. When '''Task Links '''are added to a '''VST '''(which can only be done with manual '''Task Links'''), and that '''VST '''is then broken up (i.e., '''unmade'''), the manual '''Task Links '''previously created are '''deleted permanently'''.
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| − | ==Task Links and Absorbing Tasks==
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| − | A review of the OnePager '''Absorption''' feature is provided here. The idea is to '''absorb''' one task bar or milestone symbol into another task bar or milestone symbol, leaving behind a '''Comment box''' (or perhaps several '''Comment boxes''') to indicate the presence of the '''Absorbed''' task bars/milestone symbols.
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| − | For more information on '''Absorbing one task into another''', please see the article at: [[Absorbing one task into another for Version 7.0 | Absorbing one task into another]] <!--17.0.1-70--> for instructions on how to perform the '''absorption '''function.
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| − | | + | |
| − | In addition, to properly use the function, there are two control options found in the '''Template''' and '''Chart Properties''' form at the '''Advanced '''tab in the '''Display options''' group of controls called '''Allow absorption''' and '''Show absorbed dates''' checkboxes as shown below:
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| − | <center>[[File:X70-19_1_1_2-70-(23)-10062020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(23)-10062020.png</center>-->
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| − | The '''Allow absorption''' checkbox must be checked '''ON''' for the '''absorb '''feature to operate. The '''Show absorbed dates''' checkbox tells OnePager to access the '''Absorption Options''' form so you can select where to attach the '''replacement Comment box''': '''At end date''', '''At start date''', or '''At both start and end date'''.
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| − | For more information on '''Advanced tab's controls''', please see the article at: [[Advanced Tab for OnePager Express for Version 7.0 | Advanced Tab-OnePager Express]] <!--21.14.1-70-->
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| − | When '''Task Links''' exist on constituent task bars/milestone symbols being '''Absorbed '''(whether manual or '''Data-driven Task Links'''), their '''Task Links''' become '''hidden'''. Upon '''Unabsorbing '''the constituent task bars/milestone symbols, the '''Task Links '''are again '''shown '''with their constituent task bars. Any '''Task Links''' that are attached to the task bars/milestone symbols receiving the '''Absorbed '''task bars/milestone symbols remain '''showing'''.
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| − | | + | |
| − | When the '''Unabsorb task''' command is executed, the '''Task Links''' on the task bars/milestone symbols receiving the '''Absorbed''' task bars/milestone symbols remain '''showing.''' When '''Task Links '''are added to a task bar/milestone symbol that was '''Absorbed into '''(which can only be done with manual '''Task Links'''), and that '''Absorbed '''task bar/milestone symbol construct''' '''is later broken down (i.e., using the''' Unabsorb task '''command), the manual '''Task Links '''previously created on the '''Absorbed into '''task bar/milestone symbol '''remains showing'''. It is not possible to add a manual '''Task Link''' to a constituent task bar/milestone symbol that was '''Absorbed''' because that '''absorbed''' task bar/milestone symbol are only represented by a '''Comment Box''' after the '''Absorb function''' is complete.
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| − | | + | |
| − | ==Changes to Task Links when Moving Task/Milestones, Rows, or Swimlanes ==
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| − | | + | |
| − | You have the capability when '''editing''' the chart to move task bars/milestone symbols up or down from '''Row''' to '''Row''' as well as to move '''Rows''' and '''Swimlanes''' with their respective content of task bars/milestone symbols up or down in the chart. When you make any of these three '''edits''', '''Data-driven''' and manual '''Task Links''' that are '''showing''' have their '''Task Link connection line''' geometry changed to retain the properties of the individual '''Task Links''' involved. Given the portion of a chart with '''Data-driven Task Links showing''', what follows are three examples of how the chart changes when task bars/milestone symbols, row, and swimlanes are moved:
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| − | | + | |
| − | ===Starting Chart with Task Links===
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| − | Here is a reorganized char using the same Microsoft Excel '''source plan''' before any task bars/milestone symbols, '''rows''', or '''swimlanes''' are moved:
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| − | <center>[[File:X70-19_1_1_2-70-(24)-10062020.png]]</center>
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| − | <!--<center>X70-19_1_1_2-70-(24)-10062020.png</center>-->
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| − | | + | |
| − | ===Task Links After A Task Bar Is Moved to the Bottom Row===
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| − | | + | |
| − | After moving the '''Internal Perf. Test''' task bar to the bottom row of the chart above, the result looks like this:
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| − | | + | |
| − | <center>[[File:X70-19_1_1_2-70-(25)-10062020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_1_2-70-(25)-10062020.png</center>-->
| + | |
| − | | + | |
| − | ===Task Links After a Row is Moved to the Above Last Row===
| + | |
| − | | + | |
| − | Starting from the original chart shown above with the '''Left#1 row for Risk Assessment''' added, move the selected '''rows''' shown below to above the last '''row''' in the chart.
| + | |
| − | | + | |
| − | <center>[[File:X70-19_1_1_2-70-(25A)-10062020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_1_2-70-(25A)-10062020.png</center>-->
| + | |
| − | | + | |
| − | When this operation that individually moves each of the designated '''rows''' to the bottom of the chart is completed the chart looks like the one below:
| + | |
| − | | + | |
| − | <center>[[File:X70-19_1_1_2-70-(26)-10062020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_1_2-70-(26)-10062020.png</center>-->
| + | |
| − | | + | |
| − | ===Task Links After a Swimlane is Moved Down===
| + | |
| − | | + | |
| − | Finally, from the original chart, move the '''Prime Contractor''' swimlane to a position between the '''Subcontractor B''' and the '''Team 1''' swimlanes. When completed, this chart looks like the following:
| + | |
| − | | + | |
| − | <center>[[File:X70-19_1_1_2-70-(27)-10062020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_1_2-70-(27)-10062020.png</center>-->
| + | |
| − | | + | |
| − | In the cases above, OnePager attempts to '''route''' the '''Data-driven''' and manual''' Task Link connection lines''' so as to minimize their length and avoid conflicts with other graphics in the '''Chart Editor'''.
| + | |
| − | | + | |
| − | ==Behavior of Data-Driven Task Links When Adding or Replacing Snapshots==
| + | |
| − | | + | |
| − | OnePager Express '''updates''' the presentation of '''Data-driven Task Links''' in snapshots when you perform one of the '''Update '''workflows.
| + | |
| − | | + | |
| − | These '''Update '''workflows''' '''include:
| + | |
| − | | + | |
| − | :1) Performing a '''Replace-Dates''', '''Replace-Dates and Progress''', or '''Replace-All Properties''' for a snapshot.
| + | |
| − | | + | |
| − | :2) Creating a '''NEW snapshot'''.
| + | |
| − | | + | |
| − | For the '''Replace-All''' '''Properties '''workflow there are two (2) situations that are specifically handled by OnePager. If you make a change to a '''Predecessor''' task in the '''source plan''' (e.g., by changing a Start-to-Finish dependency to Finish-to-Finish), OnePager makes the change to the '''Task Link Dependency Type '''during the '''Update'''. If the change involves no longer specifying a '''source plan Predecessor''' task/milestone for a '''Successor source plan '''task/milestone, the '''Replace-All Properties '''workflow '''deletes '''the '''Data-driven Task Link '''from '''all snapshots'''.
| + | |
| − | | + | |
| − | For the '''NEW '''and '''REPLACE-Dates''' workflows, OnePager '''hides''' the '''Data-driven Task Link''' in the subject snapshot when there is no '''source plan Predecessor''' task/milestone specified. OnePager does not process '''lag time''' for '''data-driven Task Links'''.
| + | |
| − | | + | |
| − | ==Saving OnePager Express 7.0 Charts to Previous Versions==
| + | |
| − | | + | |
| − | As with previous releases of OnePager Express you have the option to '''save''' charts (i.e., '''.TAM''' files) to previous versions. To '''save''' a chart to a previous OnePager Express version, go to the OnePager Express ribbon’s '''File '''tab and click the '''Save as '''tab which accesses the '''Save as chart''' window. Click the '''Save as type:''' dropdown and you’ll see the options as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-19_1_1_2-70-(28)-10062020.png]]</center>
| + | |
| − | <!--<center>X70-19_1_1_2-70-(28)-10062020.png</center>-->
| + | |
| − | | + | |
| − | When '''saving''' a chart with '''Data-driven Task Links''', it should be recognized that the '''Data-driven Task Link''' information is '''lost''' when the chart is saved to Version 6.0 or earlier version of OnePager Express and subsequently opened. Manual '''Task Links''', however, are converted to '''Event Links''' which are compatible with previous versions. Manual '''Task Links''' converted to '''Event Links''' retain manual '''Task Link '''properties including '''connection line color''', '''Dash type''', and '''font '''properties'''. '''All other properties''' of manual '''Task Links''' converted to '''Event Links''' are lost. Enhancements made to manual '''Task Links''' like '''Begin '''and '''End point shapes''' and '''connection line Dash types''' are lost when '''saving''' to a previous version from version 7.0.
| + | |
| − | | + | |
| − | For more information on '''sharing chart''', please see the articles at: [[Sharing Charts for Version 7.0 (Portal) | Sharing Charts (Portal)]] <!--23.2.1-70-->
| + | |
| − | | + | |
| − | ==Opening Previous Versions of OnePager using OnePager 7.0==
| + | |
| − | | + | |
| − | Opening a chart created with OnePager Express versions '''previous''' to version 7.0 with OnePager Express 7.0 provides a chart where only previously inserted '''Event Links''', if any, are converted to manual '''Task Links'''. If a chart is being opened but was originally created with OnePager Express 7.0 and '''saved''' as a previous version, '''no''' '''Data-driven Task Links''' are available to be '''shown'''. If you open a '''previous''' version of a chart and subsequently '''update''' the chart using OnePager Express 7.0 with a '''source plan''' that contains '''Predecessor/Successor''' information, OnePager Express 7.0 imports this '''Dependency''' information if the '''update '''method is''' Replace All Properties'''. Subsequent to the '''update''', the chart is able to '''show Data-driven Task Links'''. Any '''Event Links''' present in the previous version of the chart being opened with OnePager Express 7.0 '''shows''' these '''links''' as manual '''Task Links'''.
| + | |
| − | | + | |
| − | ==Other Topics==
| + | |
| − | | + | |
| − | ===Task Link Property Edits that Cause Connection Line Re-Routing ===
| + | |
| − | | + | |
| − | When making '''edits''' to individual '''Data-driven '''or manual '''Task Links''', some '''edits''' can cause '''connection line routing '''changes to the '''Task Link’s''' being '''edited''' (or '''mavericks'''). Other '''edits''' may or may not cause changes in '''Task Link connection line routing'''.
| + | |
| − | | + | |
| − | The following '''Task Link properties''' that '''do not''' cause '''Task Link connection line routing '''changes are:
| + | |
| − | | + | |
| − | :1) '''Line color'''
| + | |
| − | | + | |
| − | :2) '''Line width'''
| + | |
| − | | + | |
| − | :3) '''Line Dash type'''
| + | |
| − | | + | |
| − | :4) '''Corner Radius '''(Note: '''Corner Radii''' '''edits''' can cause routing changes in some circumstances if there isn’t adequate space to make the '''connection line''' turn required with the desired '''Corner Radii'''.)
| + | |
| − | | + | |
| − | :5) '''Begin point shape'''
| + | |
| − | | + | |
| − | :6) '''End point shape'''
| + | |
| − | | + | |
| − | :7) '''Font type'''
| + | |
| − | | + | |
| − | :8) '''Text content'''
| + | |
| − | | + | |
| − | Depending on how the above list of''' properties''' is '''edited''', there can be a slight shift in the '''routing''' of the '''connection line''' but no '''rerouting '''is expected.
| + | |
| − | | + | |
| − | The following properties of '''Task Links '''that '''cause''' '''Task Link connection line routing ''' to change are '''edits''' to:
| + | |
| − | | + | |
| − | :1) '''Begin point size'''
| + | |
| − | | + | |
| − | :2) '''Horizontal anchor point position '''('''Predecessor''' or '''Successor''')
| + | |
| − | | + | |
| − | :3) '''Vertical anchor point position '''('''Predecessor''' or '''Successor''')
| + | |
| − | | + | |
| − | :4) '''Relationship type'''
| + | |
| − | | + | |
| − | ===Deleting or Changing Predecessor Data in Your Source Plans===
| + | |
| − | | + | |
| − | As stated previously, all '''Task Links''', both '''Data-driven''' and manual, are '''snapshot-dependent'''. When '''Data-driven Task Link''' information is '''imported''', it appears in '''all''' snapshots where both task bars/milestone symbols are present and '''unhidden''' and where it satisfies the '''Task Link Filter rules'''. If you select the '''Show All '''radio button, OnePager ignores the '''Task Link Filter rules''' and '''shows''' every '''imported''' '''predecessor value''' as a '''Data-driven Task Link'''. Otherwise, OnePager uses the '''Task Link Filter rules''' to determine which '''Data-driven Task Links''' to '''show'''.
| + | |
| − | | + | |
| − | '''Data-driven Task Links''' can be '''hidden''' in individual snapshots by using the individual '''Task Link editing features'''. This does not change the '''properties''' of the '''Data-driven Task Link'''; it merely changes whether the '''Data-driven Task Link''' is '''shown''' or '''hidden'''. If you change the '''Predecessor field’s''' data in your Microsoft Excel '''source plan '''(e.g. adding a new '''Data-driven Task Link''', pointing to a different '''source plan Predecessor '''task, or changing a '''Task Link Dependency Type''' like from Finish-to-Start to a Start-to-Start instead), you must perform a '''Replace All''' '''Properties UPDATE '''operation to re-sync '''Data-driven Task Links''' with OnePager. This is because the underlying '''predecessor '''data for '''Data-driven Task Links''' are '''snapshot-dependent'''.
| + | |
| − | | + | |
| − | However there are two (2) exceptions to the rules covered above that deal with situations. You can '''delete''' '''Predecessor '''data values''' '''or '''change '''a '''Predecessor '''data value in your '''source plan'''. And then, either '''Add''' a '''new '''snapshot or perform a''' Replace-dates UPDATE''' on the current snapshot. The cases for '''deleting '''a '''Predecessor '''data value and '''changing '''a '''Predecessor '''data value in your '''source plan '''are discussed below.
| + | |
| − | | + | |
| − | ====Exception 1: Deleting a Predecessor Data Value for a New or Replaced Snapshots====
| + | |
| − | | + | |
| − | If, after creating a chart, you go back to your Microsoft Excel '''source plan''' and '''delete''' a '''Predecessor '''data value or values and follow this action by creating a '''NEW snapshot''' or performing a '''Replace-dates''' '''UPDATE''' in the current snapshot, OnePager handles this action by:
| + | |
| − | | + | |
| − | :1) '''Hiding''' the corresponding '''deleted Data-driven Task Link''' in the '''NEW snapshot '''or the '''current snapshot''' after the '''Replace-dates''' '''UPDATE''' is completed.
| + | |
| − | | + | |
| − | :2) The '''Data-driven Task Link''' remains in other snapshots and can be '''shown''' or '''hidden''' using the controls in the '''Where Are My Links?''' form or by editing the '''Task Link Filter rules'''.
| + | |
| − | | + | |
| − | Once the '''NEW snapshot''' is created or the '''current''' '''snapshot''' undergoes the '''Replace-dates''' operation, the '''deleted Data-driven Task Link''' cannot be '''unhidden''' using the controls in the '''Where Are My Links?''' form. The '''Where Are My Links? '''form still contains an entry for the '''deleted Data-driven Task Link''' for the subject snapshot but the checkbox used for '''show/hide status''' is '''disabled''' and a '''tool tip''' is provided to clarify this. Furthermore, the '''deleted Data-driven Task Link''' cannot be '''shown''' as a result of an '''edit''' to the '''Task Link Filter rules''' or a change to the '''Predecessor''' data value in the '''source plan '''that drives the '''Task Link Filter rules'''.
| + | |
| − | | + | |
| − | The '''deleted Data-driven Task Link '''from this point on does not behave as other '''hidden data-driven Task Links''' behave. If you later '''re-add''' the previously '''deleted Predecessor '''data value''' '''back into your '''source plan '''before again performing a '''Replace-dates UPDATE''' on the subject snapshot, the previously '''deleted Data-driven Task Link '''changes status from '''permanently hidden''' as described above to '''showing''' if it is '''mavericked''' to be '''shown''' or if this '''Data-driven Task Link''' meets the '''Task Link Filter rules'''.
| + | |
| − | | + | |
| − | ====Exception 2: Changing a Predecessor Data Value for a New or Replaced Snapshot====
| + | |
| − | | + | |
| − | OnePager treats the '''changing''' of a '''Predecessor '''data value''' '''in your Microsoft Excel '''source plan''' the same as a '''delete''' and '''add''' of a '''Predecessor '''data value. This situation is the same as '''adding '''a '''new''' '''Predecessor '''data value to a '''source plan''' and then either '''adding '''a '''NEW snapshot''' or performing the '''Replace-dates '''operation.
| + | |
| − | | + | |
| − | ===Source Plan Tasks and Data-Driven Task Links ===
| + | |
| − | | + | |
| − | '''Data-driven Task Links''' are associated with their '''predecessor''' and '''successor''' task/milestones in your''' source plan''' and in the chart. When OnePager '''imports''' '''Data-driven Task Links''', their representation is dependent on whether their associated '''source plan''' task/milestones are '''imported''' or later '''hidden'''. There are three (3) conditions related to '''source plan''' task/milestone representation that are explained below:
| + | |
| − | | + | |
| − | ====Condition 1: De-Flagging and Flagging Task for Import and Data-Driven Task Links====
| + | |
| − | | + | |
| − | If a '''source plan''' task is '''de-flagged''' from a snapshot, any '''UPDATE''' to the snapshot does not include the '''de-flagged '''task. If the '''de-fagged source plan '''task is a member of a '''Data-driven Task Link '''pair, for example, since the '''de-flagged source plan '''task is no longer '''present''' in the '''Updated''' snapshot, the associated '''Data-driven Task Link '''is '''hidden '''because one or more of its constituent tasks are not present. If a '''source plan''' task is '''newly flagged''' for '''import''' into a snapshot, any '''UPDATE '''to the snapshot includes the associated '''Data-driven Task Links''' if either '''all Data-driven Task Links '''are being '''shown''' or the '''newly flagged '''task’s''' Data-driven Task Link''' meet the '''Task Link Filter rules'''.
| + | |
| − | | + | |
| − | ====Condition 2: The Copy Edits to All Snapshots (CTAS) Feature and Data-Driven Task Links====
| + | |
| − | | + | |
| − | The '''CTAS '''('''Copy to All Snapshots''') feature affects how '''maverick edits''' of task/milestone '''color''', '''shape''', and other '''properties''' are propagated to other snapshots. For '''Data-driven Task Links''', '''CTAS''', when '''ON''', controls the '''honoring''' of some '''Data-driven Task Link''' properties and is '''ignored''' for others as follows:
| + | |
| − | | + | |
| − | '''CTAS '''is '''ignored''' for formatting '''all Task Links''' because '''all Task Link '''formatting is '''snapshot-dependent'''.
| + | |
| − | | + | |
| − | '''CTAS '''is '''honored''' for '''showing/hiding''' '''Data-driven Task Links '''when the '''Where Are My Links?''' form is used for this purpose.
| + | |
| − | | + | |
| − | :1) If you use the '''Where Are My Links? '''form to '''maverick '''a '''Data-driven Task Link''', for example, when '''CTAS '''is '''ON''', the '''Data-driven Task Link shows''' in all snapshots.
| + | |
| − | | + | |
| − | :2) If '''CTAS''' is '''OFF''', in this example, the '''Data-driven Task Link''' only '''shows '''in the current snapshot.
| + | |
| − | | + | |
| − | '''CTAS''' is also '''honored''' when you are '''editing''' the '''geometry''' of '''all Task Links '''using the '''Chart Properties '''form’s '''Task Links '''tab such as the '''Vertical Anchor positions''' on '''Predecessor '''and '''Successor''' tasks.
| + | |
| − | | + | |
| − | ====Condition 3: Showing or Hiding Predecessor and Successor Tasks and their Data-Driven Task Links====
| + | |
| − | | + | |
| − | =====Hiding Predecessor or Successor Task/Milestone(s)=====
| + | |
| − | | + | |
| − | If you '''hide''' a '''predecessor '''or '''successor source plan '''task/milestone that was previously '''imported''':
| + | |
| − | | + | |
| − | :1) The task bar/milestone symbol is '''hidden''',
| + | |
| − | | + | |
| − | :2) Any associated '''Task Links '''are '''hidden''', and
| + | |
| − | | + | |
| − | The '''Where Are My Links? '''form contains an entry or entries for the associated '''Task Link(s) '''with the '''Show '''column’s checkbox '''unchecked''' or '''OFF'''. The '''Where’s My Stuff!?''' form also has an entry or entries for any of the '''hidden '''task bar/milestone symbol(s). You are not able to '''check '''the '''Show''' checkbox for such an entry in the '''Where Are My Links?''' form to '''restore''' the '''Data-driven Task Link''' to the '''show status''' as long as its associated task bar/milestone symbol(s) remain '''hidden'''.
| + | |
| − | | + | |
| − | A '''tool tip''' is provided when you '''hover''' the mouse over the '''Show '''column checkbox under these conditions.
| + | |
| − | | + | |
| − | To '''restore''' the '''hidden Task Link(s)''' to the '''show''' status you must first '''unhide''' the task bar/milestone symbol(s) by either:
| + | |
| − | | + | |
| − | :1) Using the '''Where’s My Stuff!? '''form to '''unhide''' the '''hidden''' task/milestone(s),
| + | |
| − | | + | |
| − | :2) Use the OnePager ribbon’s '''Show/Hide''' dropdown list’s '''Show All Task/Milestones''' command, or
| + | |
| − | | + | |
| − | :3) Use the '''UNDO''' command on the OnePager ribbon if you are able.
| + | |
| − | | + | |
| − | Once the '''hidden''' task bar/milestone symbol(s) are in the '''show''' status, their '''Task Links''' are changed to the '''show''' status as well.
| + | |
| − | | + | |
| − | =====Importing New Task/Milestone=====
| + | |
| − | | + | |
| − | If, on the other hand, a '''predecessor '''or '''successor source plan''' task in the '''source plan''' is '''never imported''', the '''Where Are My Links?''' form does not have any entry since there isn’t a '''Data-driven Task Link '''to be '''unhidden'''. If you change the '''source plan Flag''' field so the '''predecessor/successor''' task/milestone in the '''source plan''' can be '''imported '''and perform a snapshot''' UPDATE''', the '''Data-driven Task Link '''is '''shown''' and there is an entry in the '''Where Are My Links?''' form.
| + | |
| | | | |
| | ==Related Links== | | ==Related Links== |
| | | | |
| − | [[Getting Started with Version 7.0 (Portal) | Getting Started (Portal)]] <!--3.0.1-70--> | + | {| 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 |
| | + | |} |
| | | | |
| − | [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
| + | (24.5.9-72) |
| | | | |
| − | [[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70--> | + | [[Category:Version 7.2]] |
| − | | + | [[Category:Editing the Chart]] |
| − | [[Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express for Version 7.0 | Using Task Link Filtering Rules for Showing/Hiding Task Links for OnePager Express]] <!--19.2.2-70-->
| + | [[Category:Task/Milestone Editing]] |
| − | | + | [[Category:Column Splitting]] |
| − | [[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 7.0 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] <!--9.4.1-70-->
| + | [[Category:Charts]] |
| − | | + | |
| − | [[Using the Where Are My Links? Form for OnePager Express for Version 7.0 | Using the Where Are My Links? Form for OnePager Express]] <!--19.5.2-70--> | + | |
| − | | + | |
| − | [[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-70--> | + | |
| − | | + | |
| − | [[Absorbing one task into another for Version 7.0 | Absorbing one task into another]] <!--17.0.1-70-->
| + | |
| − | | + | |
| − | [[Creating and Managing Virtual Summary Tasks for Version 7.0 | Creating and Managing Virtual Summary Tasks]] <!--18.0.1-70-->
| + | |
| − | | + | |
| − | [[Advanced Tab for OnePager Express for Version 7.0 | Advanced Tab-OnePager Express]] <!--21.14.1-70-->
| + | |
| − | | + | |
| − | [[Sharing Charts for Version 7.0 (Portal) | Sharing Charts (Portal)]] <!--23.2.1-70-->
| + | |
| − | | + | |
| − | (19.1.1.2-70)
| + | |
| − | | + | |
| − | [[Category:Version 7.0]] | + | |
| − | [[Category:OnePager Pro]] | + | |
| | [[Category:Task Links]] | | [[Category:Task Links]] |
| | + | [[Category:Ribbon]] |
| | [[Category:Snapshots]] | | [[Category:Snapshots]] |
| − | [[Category:Snapshot Independent]]
| + | [[Category:Template Properties Form]] |
| − | [[Category:Task/Milestone]]
| + | [[Category:Chart Properties Form]] |
| − | [[Category:Template]] | + | [[Category:Asana]] |
| − | [[Category:Charts]]
| + | [[Category:OnePager Bundle]] |
| − | [[Category:Chart Properties]] | + | |
| − | [[Category:Editing the Chart]] | + | |
| − | [[Category:Task Links Tab]]
| + | |
| − | [[Category:Where Are My Links?]]
| + | |
| − | [[Category:Where’s My Stuff?!]] | + | |
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