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==About the Milestones Tab for OnePager Pro==
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==Introduction==
  
This tab page, shown below, lets you control the '''style and decoration''' of milestone symbols.  
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This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''.
  
Additionally, within this tab are the controls for creating and managing '''conditional formatting rules'''.
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==About Splitting and Parsing Fields==
  
<center>[[File:P70-21_5_1-70-(1)-10162020.png]]</center>
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The OnePager '''column splitting''' feature allows you to '''duplicate task bars''' when a task in your Asana '''source plan''' is assigned to '''multiple resources''' (or anything else). Because assignments from Asana often are '''comma-delimited''', this feature enables OnePager to '''parse the comma-delimited list''' and '''create a unique task bar''' for each instance in the '''comma-separated''' list.
<!--<center>P70-21_5_1-70-(1)-10162020.png</center>-->
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The '''Milestones''' tab in the '''Chart Properties''' form is the same as the '''Milestones''' tab in the '''Template Properties''' form.  Additionally, it is possible to make '''edits''' in the '''Milestones''' tab and have these '''edits mirrored''' in the '''Task Bars''' tab of the '''Chart Properties''' form and vice versa.
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===Split Resource Names Example===
  
Please check the links for more information on sub-forms accessible from the '''Milestones''' tab.
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Say you want to use '''color-codes''' on task bars/milestone symbols based upon your Asana '''source plan’s Assigned to''' column as shown below:
  
==Default Milestone Symbol Styles Control Group==
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<center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center>
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<center>P72-24_5_3-72-(1)-11022023.png</center>
  
Collected in this sub-control group are all the controls associated with defining or changing the properties of '''milestone properties'''.  These controls include:
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Some of the entries in the '''Assigned to''' column consist of multiple, '''comma-separated''' items and some tasks only used one '''resource'''.  Without the '''column splitting''' feature, a chart '''created''' from these data and assigned task bar/milestone symbol '''colors''' based upon the '''Assigned to''' column looks like this:
  
===Shape===
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<center>[[File:P72-24_5_3-72-(5)-11272023.png]]</center>
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<center>P72-24_5_3-72-(5)-11272023.png</center>
  
The dropdown menu shows many '''milestone symbols''' available for use as shown here:
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OnePager, in this case, treats the '''entire string''' as an individual '''Assigned to''' value.  To provide more flexibility in displaying task bars that have '''multiple resources''' assigned, OnePager supports the concept of a '''column splitting'''.  This feature recognizes '''comma-separated''' values in a '''designated column''' and '''creates a separate task bar''' for each of the '''comma-separated''' values.
  
<center>[[File:P70-21_5_1-70-(2)-10162020.png]]</center>
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===Enabling Splitting===
<!--<center>P70-21_5_1-70-(2)-10162020.png</center>-->
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===Fill===
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To use this feature requires turning '''ON''' the feature in the Asana '''Template Properties''' form you intend to use to make the chart.  The setting must be turned '''ON''' before the chart is created so launch OnePager Bundle from the '''desktop icon''', click the '''NEW''' button on the '''OnePager Bundle Start''' form to access the '''OnePager choices''' form, '''select''' your Asana '''source plan''', and type in the chart's '''title''' as shown here:
  
This dropdown menu shows the five (5) available '''milestone symbol fill patterns''' or '''texture''' options as shown below:
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<center>[[File:P72-24_5_3-72-(2A)-11022023.png]]</center>
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<center>P72-24_5_3-72-(2A)-11022023.png</center>
  
<center>[[File:P70-21_5_1-70-(3-1)-10162020.png]]</center>
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When you click the '''Next>''' button at the bottom of the form, OnePager accesses the second page of the '''OnePager choices''' form shown below:
<!--<center>P70-21_5_1-70-(3-1)-10162020.png</center>-->
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===Milestone Height===
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<center>[[File:P72-24_5_3-72-(2AA)-11022023.png]]</center>
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<center>P72-24_5_3-72-(2AA)-11022023.png</center>
  
These two (2) radio buttons and their associated values allow you to set the '''milestone height''' as an absolute quantity ('''inches or centimeters''') or as a '''percentage of the row height''', which is shown in parentheses for reference as shown here:
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Clicking the '''Edit current template''' button accesses the current '''Template Properties''' form.  Navigate to the '''Field Mappings''' tab on the form, check the '''Enable splitting on:''' checkbox to '''ON''' and (in this example) select the '''Assigned To''' column from the dropdown list provided.  The results are shown here:
  
<center>[[File:P70-21_5_1-70-(4)-10162020.png]]</center>
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<center>[[File:P72-24_5_3-72-(2AAA)-11022023.png]]</center>
<!--<center>P70-21_5_1-70-(4)-10162020.png</center>-->
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<center>P72-24_5_3-72-(2AAA)-11022023.png</center>
  
===Border Controls===
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Click the '''Save and use''' button to complete the process and close the current '''Template Properties''' form returning you to the second page of the '''OnePager choices''' form show above.
  
In the upper right corner of the form, there are three (3) controls that allow you change (1) the '''color''' of '''milestone symbol border''', (2) the '''width of the border''' and (3) the '''border’s style''' as shown below with the '''Border Color''' dropdown clicked to access the standard OnePager '''Color Chooser''' form:
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===Split Resources in the Chart===
  
<center>[[File:P70-21_5_1-70-(5)-10162020.png]]</center>
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Clicking the '''Create new chart''' button completes the process and creates the chart with the '''column splitting''' feature in use.  The chart with '''splitting''' looks like this:
<!--<center>P70-21_5_1-70-(5)-10162020.png</center>-->
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Further, you have the capability to establish the '''border color''' to be the same as the '''milestone symbol fill color''' which effectively makes the '''milestone symbol border''' disappear. Clicking the dropdown button on the '''Border Color''' control accesses the standard '''Color Chooser''' form as shown in the above illustration.  The '''Border Width''' control allows you to set the value for the '''width''' of the '''milestone symbol's border''' in inches or centimeters depending on the '''Template''' that was originally used to create the chart.
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<center>[[File:P72-24_5_3-72-(2)-11022023.png]]</center>
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<center>P72-24_5_3-72-(2)-11022023.png</center>
  
There are five (5) '''Border Styles''' to select from with the '''default style''' set at '''Solid''' as shown below:
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In the chart with '''column splitting''' shown above, there are now several more task bars in the '''Chart Editor''' than there were before.  The task bar for '''Plate Movement''' is now '''split into two (2) separate task bars''', one for each of the '''two resources assigned'''.  The task bar for '''Centrifugal Barrier''' is now '''split into three (3) separate task bars''', one for each of the '''three resources''' that were assigned to this task in the Asana '''source plan'''.  Each of the '''resources''' has a unique '''color''' assigned.  Each of the '''resources''' appears by itself in the '''Legend'''.  The '''Legend title''' shows the '''column name''' that is used for '''splitting the columns'''.
  
<center>[[File:P70-21_5_1-70-(6)-10162020.png]]</center>
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With this feature, you can use '''column splitting''' just like any other column by using the dropdowns in the '''Template Properties''' form or '''Chart Properties''' form to assign '''colors, highlight task bars and milestone symbols, and to define and label rows and swimlanes'''.
<!--<center>P70-21_5_1-70-(6)-10162020.png</center>-->
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===Task Bar/Milestone Symbol Fill Color===
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==Splitting Resources and Task Links==
  
The '''Task Bar/Milestone Fill Color''' sub-control group provides two options for assigning initial '''colors''' to milestone symbols and is shown below:
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When task bars with '''Data-Driven''' or manual '''Task Links''' are '''split''', the '''Task Links''' ('''Data-Driven''' and manual) are '''not shown'''.  Further, the '''Task Links''' that are now '''hidden''' and '''do not''' have entries in the '''Where are My Links?''' form.
 
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<center>[[File:P70-21_5_1-70-(7)-10162020.png]]</center>
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<!--<center>P70-21_5_1-70-(7)-10162020.png</center>-->
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You can specify a '''single color''' for '''all milestone symbols''' via the standard '''Color Chooser''' form when the '''Use on color:''' radio button is is checked '''ON'''.  More commonly, clicking the '''Color-code based on''' radio button allows you to select a field from your Microsoft Project '''source plan''' to assign a data driven '''color''' to each milestone symbol. 
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The '''data driven color''' assignment is sometimes referred to as '''round-robin color'''.  OnePager goes in sequence through the '''color palette''' and assigns a new '''color''' when it finds a new distinct value in the data.  If it finds more distinct values than there are '''colors''' in the '''palette''', it starts over at the beginning of the palette and uses each '''color''' for a second data value, and so on.  Also note that the '''Color-code based on''' selects a single data field that applies to both task bars and milestone symbols as shown here:
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<center>[[File:P70-21_5_1-70-(8-1)-10162020.png]]</center>
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<!--<center>P70-21_5_1-70-(8-1)-10162020.png</center>-->
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This is one of the few places where task bars and milestone symbols are constrained to have the '''same default behavior'''.
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===Mirror format settings between milestones and task bars===
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This single checkbox sub-control is used so that you have the option to simply apply any '''property edits''' you make to milestone symbols to task bars without having to go to the '''Task Bars''' tab of the '''Chart Properties''' form. 
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It is recommended that you check the '''Mirror format settings between task bars and milestones''' checkbox '''ON''' before making any '''edits''' in the tab.  That way, OnePager applies the '''edits''' to both task bars and milestones symbols from the start.  '''Task Bar''' and '''Milestone''' fill colors are always '''mirrored''' regardless of the '''Mirror...''' checkbox being checked '''ON''' or '''OFF'''.
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When this checkbox is checked '''ON''', OnePager automatically makes any changes to '''Task Bar properties''' that are made to '''Milestone properties''' for all settings where a '''blue dot''' appears to the right of the setting as in the illustration below where the checkbox is checked '''ON''':
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<center>[[File:P70-21_5_1-70-(9)-10162020.png]]</center>
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<!--<center>P70-21_5_1-70-(9)-10162020.png</center>-->
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==Milestone Symbol Decorations Control Group==
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There are '''five (5) decorations''' for milestone symbols.  Each can be turned '''ON''' by checking the associated checkbox to the left of the control's label as shown here:
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<center>[[File:P70-21_5_1-70-(10)-10162020.png]]</center>
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<!--<center>P70-21_5_1-70-(10)-10162020.png</center>-->
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Each of these '''decorations'''' controls can be accessed by clicking the adjacent button as shown in the illustration above.  When any of the '''five (5) decoration''' buttons are clicked, OnePager accesses a form with specific controls to '''manage the decorations''' for that '''decoration type'''.
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What follows is a description of each of the '''specific control forms''' associated with each of the '''five (5) decoration types''':
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===Milestone Label Properties... Button and The Set Label Properties Form=== 
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Clicking this button accesses the '''Set Label Properties''' form shown below wherein the '''source plan''' field name for the milestone symbol, '''milestone symbol label font properties''', '''label positions''', and '''label text collision avoidance''' controls can be set as shown here:
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<center>[[File:P70-21_5_1-70-(11)-10162020.png]]</center>
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<!--<center>P70-21_5_1-70-(11)-10162020.png</center>-->
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====Milestone Symbol Name Field Selection====
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The '''Set Label Properties''' form's '''Label field''' dropdown as shown below allows you to access the full list of '''source plan''' field names '''imported''' by OnePager and '''select''' from the dropdown the field name OnePager uses to provide a visible '''milestone symbol label''' into the chart for each visible task bar/milestone symbol:
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<center>[[File:P70-21_3_1-70-(12)-10292019.png]]</center>
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<!--<center>P70-21_3_1-70-(12)-10292019.png</center>-->
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====Milestone Symbol Label Font Properties====
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Clicking the '''Label font''' dropdown button accesses the standard '''Font properties''' form as shown below:
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<center>[[File:P70-21_3_1-70-(13)-10292019.png]]</center>
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<!--<center>P70-21_3_1-70-(13)-10292019.png</center>-->
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The standard '''Font properties''' form allows you to set the '''Label text's''' '''font type''', '''color''' using the standard '''Color Chooser''' form, the '''font size''' in pixels, and the '''Bold -''' ''Italics'' '''- [[Underline]]''' settings.
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====Milestone Symbol Label Position====
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The '''default milestone symbol label position''' is '''Best fit all directions''' as shown in the illustration below along with the other nine (9) available standard positions :
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<center>[[File:P70-21_3_1-70-(14)-10292019.png]]</center>
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<!--<center>P70-21_3_1-70-(14)-10292019.png</center>-->
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The '''default''' setting of '''Best fit all directions''' gives OnePager the flexibility to establish '''task bar/milestone symbol label positions''' that do not '''collide''' with other graphics in the chart.  One Pager's '''Text Label Collision Avoidance feature''', discussed in brief next, provides you with a set of rules you can employ to tell OnePager how to position '''task/milestone text labels''' in the chart.
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===Smart Labeling Settings===
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As mentioned, OnePager has a '''Smart Labeling''' or '''Text Label Collision Avoidance feature''' that attempts to avoid '''cluttered text labels''' appearing in the '''graph''' or at least to minimize the occurrences.  The controls available to you are shown below:
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<center>[[File:P70-21_3_1-70-(15)-10292019.png]]</center>
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<!--<center>P70-21_3_1-70-(15)-10292019.png</center>-->
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+
The '''Enable smart labeling for task/milestone labeling''' checkbox '''enables''' the '''Smart Labeling''' controls when the checkbox is checked '''ON''' and '''disables''' the controls when the checkbox is checked '''OFF'''.  There are four (4) algorithm types available for you to '''enable/disable''', set a specific parameter, and establish an '''algorithm priority''' among the set of four.
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+
=====Wrap text up to=====
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The '''Wrap text up to (value) lines algorithm''' tells OnePager, depending on the '''priority''' established, to take the '''text label string''' and wrap it into a maximum of lines up to the value set in the parameter.  The '''default''' is set to '''2 lines'''
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=====Stair step up to=====
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The '''Stair steps up to (value) levels algorithm''' tells OnePager, again depending on the '''priority''' establishes, to create a '''Comment box''' like structure that connects to the task bar/milestone symbol that holds the '''text label string'''.  The '''number of levels value''' is typically set to '''1''' meaning that the '''Stair step''' is positioned in the '''row''' immediately above the '''row''' containing the subject task bar/milestone symbol.  Higher '''number of level values''' increases the number of '''rows''' skipped in positioning the '''Stair step'''.
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=====Truncate text to=====
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The '''Truncate text to (value) characters algorithm''' tells OnePager to chop off an excessively long '''text label string''' up to and including the '''value number of characters''' and replace the '''truncated text label charters''' with the '''...''' character so the modified '''text label string''' fits in the selected position.  The '''value number of characters''' setting is set to '''20''' characters including the '''...''' character.
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=====Shrink font by up to=====
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The '''Shrink font by up to (value) percent algorithm''' tell OnePager to reduce the '''text label string's''' '''font size''' up to the '''percentage''' specified in the value until the reduced '''font size text label string''' fits in the selected position.
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=====Additional Information Links=====
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For more information on the '''Smart Labeling/Text Label Collision Avoidance''' feature, please see the article at: [[Resolving Task Bar Name Label Collisions for Version 7.0 (Portal) | Resolving Task Bar Name Label Collisions (Portal)]] <!--9.7.1-70-->
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For more information on '''text labeling''', please see the article at: [[Task Shape Name Labels for OnePager Pro for Version 7.0 | Task Shape Name Labels for OnePager Pro]] <!--10.15.1-70-->
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===%Complete Properties===
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Clicking this button accesses the '''Set percent-complete properties''' form shown below which controls the display characteristics of the '''%Complete''' representation.
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<center>[[File:P70-21_5_1-70-(16)-10162020.png]]</center>
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<!--<center>P70-21_5_1-70-(16)-10162020.png</center>-->
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The '''Set percent-complete properties''' form allows you to set the source of the '''percent complete field''' from the  '''source plan''', the option to show the '''Milestone symbol''' filled if the '''%Complete''' value is 100%, and several other '''properties'''.  Unlike '''task bars''', '''milestone symbols''', by convention, are either '''incomplete''' or '''totally complete''' so OnePager provides the option to show the '''Milestone symbol''' without '''color''' if it is '''incomplete''' and fully filled in with '''color''' if the '''Milestone symbol''' is 100% '''complete''' per the '''imported''' data from your '''source plan'''.
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For more information on the settings in the '''Set percent-complete properties''' form, please see the article at:  [[Percent complete for Version 7.0 (OnePager Pro) | Percent complete for OnePager Pro]] <!--10.3.1-70-->
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===Critical Path Properties===
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OnePager Pro does not support displaying '''critical path properties''' for '''milestone symbols'''.  Only OnePager Pro supports the representation of '''critical path''' in the chart for '''task bars''' only; OnePager Express does not.
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For more information on the use of the '''Set critical-path properties''' form, please see the article at: [[Critical path for Version 7.0 (OnePager Pro) | Critical path for OnePager Pro]] <!--10.7.1-70-->
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===Baseline Properties===
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Clicking the '''Baseline Properties''' button accesses the '''Set baseline properties''' form shown below which controls the '''shape, fill, and color''' of baseline bars, '''the connecting line''' properties, and how the '''baseline dates''' are displayed.
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<center>[[File:P70-21_5_1-70-(18)-10162020.png]]</center>
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<!--<center>P70-21_5_1-70-(18)-10162020.png</center>-->
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For more information on the function and use of the controls in the '''Set baseline properties''' form, please see the article at:  [[Baselines for Version 7.0 (OnePager Pro) | Baselines for OnePager Pro]] <!--10.5.1-70-->
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===Date Label Properties...===
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Clicking the '''Date Label Properties...''' button accesses the '''Set date label properties''' form shown below which allows you to control the '''properties of the date label'''. 
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<center>[[File:P70-21_5_1-70-(19)-10162020.png]]</center>
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<!--<center>P70-21_5_1-70-(19)-10162020.png</center>-->
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You can control the '''date label’s font properties''', the '''position''' and display of the '''milestone symbol date''', the '''format of the date label''', and how to '''separate''' the '''date''' from the '''milestone symbol's label text'''.
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For more information on the use of the controls in the '''Set date label properties''' form, please see the article at: [[Labeling Task/Milestone Dates for Version 7.0 (OnePager Pro) | Labeling Task/Milestone Dates for OnePager Pro]] <!--10.1.1-70-->
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===Deadline Properties...===
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Clicking '''Deadline Properties''' button accesses the '''Set deadline properties''' form shown below which controls for the '''shape, fill, and position''' of the '''deadline''' controls.
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<center>[[File:P70-21_5_1-70-(20)-10162020.png]]</center>
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<!--<center>P70-21_5_1-70-(20)-10162020.png</center>-->
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It also lets you set a special '''color''' to denote '''deadlines''' that have '''not''' been met.  Additionally, as with the '''Baseline Properties''' form described above, the  '''Set deadline properties''' form controls '''connecting lines''' for '''deadlines''' and the '''properties of deadline date display'''.
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For more information on the use of the controls in the '''Set deadline properties''' form, please see the article at:  [[Deadlines for Version 7.0 (OnePager Pro) | Deadlines for OnePager Pro]] <!--10.9.1-70-->
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===Endpoint Properties...===
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'''Endpoints''' are not supported for OnePager '''Milestone symbols''' since '''milestones''' are a form of '''endpoint''' in themselves.
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For information on the use of '''endpoints''' in OnePager Pro for '''Task Bar Shapes''', please see the article at:  [[Endpoints for Version 7.0 (OnePager Pro) | Endpoints for OnePager Pro]] <!--10.11.1-70-->
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==Conditional Formatting Control Group==
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The '''Conditional Formatting''' control group on the '''Milestones''' tab has one button, the '''Manage Rules…''' button as shown below:
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<center>[[File:P70-21_5_1-70-(22)-10162020.png]]</center>
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<!--<center>P70-21_5_1-70-(22)-10162020.png</center>-->
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Clicking this button accesses the '''Conditional Formatting Rules''' form shown below which permits you to '''define, change, delete, and copy''' rules governing the display of milestone symbols based on data imported from your Microsoft Project '''source plan'''. 
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<center>[[File:P70-21_5_1-70-(23)-10162020.png]]</center>
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<!--<center>P70-21_5_1-70-(23)-10162020.png</center>-->
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For more information on how to use '''Conditional Formatting''' feature and the '''Conditional Formatting Rules''' form, please see the article at: [[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-70-->
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==Related Links==
 
==Related Links==
  
[[Resolving Task Bar Name Label Collisions for Version 7.0 (Portal) | Resolving Task Bar Name Label Collisions (Portal)]] <!--9.7.1-70-->
+
{| 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
 +
|}
  
[[Labeling Task/Milestone Dates  for Version 7.0 (OnePager Pro) | Labeling Task/Milestone Dates  for OnePager Pro]] <!--10.1.1-70-->
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(24.5.9-72)
  
[[Percent complete for Version 7.0 (OnePager Pro) | Percent complete for OnePager Pro]] <!--10.3.1-70-->
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[[Category:Version 7.2]]
 
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[[Baselines for Version 7.0 (OnePager Pro) | Baselines for OnePager Pro]] <!--10.5.1-70-->
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[[Critical path for Version 7.0 (OnePager Pro) | Critical path for OnePager Pro]] <!--10.7.1-70-->
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[[Deadlines for Version 7.0 (OnePager Pro) | Deadlines for OnePager Pro]] <!--10.9.1-70-->
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[[Endpoints for Version 7.0 (OnePager Pro) | Endpoints for OnePager Pro]] <!--10.11.1-70-->
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[[Order of Tasks/Milestones Decorations for Version 7.0 | Order of Tasks/Milestones Decorations]] <!--10.13.1-70-->
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[[Task Shape Name Labels for OnePager Pro for Version 7.0 | Task Shape Name Labels for OnePager Pro]] <!--10.15.1.-70-->
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[[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-70-->
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(21.5.1-70)
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[[Category:Version 7.0]]
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[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
[[Category:Task/Milestone Decorations]]
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[[Category:Column Splitting]]
[[Category:Percent Complete]]
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[[Category:Charts]]
[[Category:Critical Path]]
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[[Category:Task Links]]
[[Category:Baselines]]
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[[Category:Labels]]
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[[Category:Deadlines]]
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[[Category:Endpoints]]
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[[Category:Conditional Formatting]]
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[[Category:Color Palettes]]
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[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
[[Category:Charts]]
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[[Category:Template Properties Form]]
[[Category:Templates]]
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[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
[[Category:OnePager Pro]]
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[[Category:Asana]]
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[[Category:OnePager Bundle]]

Latest revision as of 20:52, 27 November 2023

Introduction

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

About Splitting and Parsing Fields

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

Split Resource Names Example

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

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

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

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

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

Enabling Splitting

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

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

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

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

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

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

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

Split Resources in the Chart

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

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

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

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

Splitting Resources and Task Links

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

Related Links

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

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