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| − | ==About the Advanced Tab-OnePager Express== | + | ==Introduction== |
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| − | The '''Advanced''' tab controls various '''other properties''' of the chart and looks like this:
| + | This article is focused on using the ''' Column Splitting''' feature with OnePager Bundle '''Standalone''' and '''imported''' Asana '''source plans'''. |
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| − | <center>[[File:X70-21_14_1-70-(1)-10222020.png]]</center>
| + | ==About Splitting and Parsing Fields== |
| − | <!--<center>X70-21_14_1-70-(1)-10222020.png</center>-->
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| − | The '''Advanced''' tab shown above has several control groups that generally brings together controls by functional area. Each of these control groups and their sub-controls groups are covered in the sub-sections that follow. | + | 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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| − | ==Display Options== | + | ===Split Resource Names Example=== |
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| − | The '''Display Options''' group, shown below, contains a number of checkboxes for making '''ON/OFF''' choices governing features in the '''Chart Editor''', '''various thresholds''', and '''input/output options'''.
| + | Say you want to use '''color-codes''' on task bars/milestone symbols based upon your Asana '''source plan’s Assigned to''' column as shown below: |
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| − | <center>[[File:X70-21_14_1-70-(1A)-10222020.png]]</center> | + | <center>[[File:P72-24_5_3-72-(1)-11022023.png]]</center> |
| − | <!--<center>X70-21_14_1-70-(1A)-10222020.png</center>-->
| + | <center>P72-24_5_3-72-(1)-11022023.png</center> |
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| − | ===Show Hover Boxes Checkbox===
| + | 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 '''Show hover boxes''' checkbox controls the display of detailed information about each task bar/milestone symbol when the mouse cursor '''hovers''' over it. This information includes the '''Start/Finish dates''', the '''task bar/milestone symbol name''', and the '''Unique-ID''' of the task from the Excel '''source plan'''.
| + | <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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| − | An example is shown below.
| + | OnePager, in this case, treats the '''entire string''' as an individual '''Assigned to''' value. To provide more flexibility in displaying task bars that have '''multiple resources''' assigned, OnePager supports the concept of a '''column splitting'''. This feature recognizes '''comma-separated''' values in a '''designated column''' and '''creates a separate task bar''' for each of the '''comma-separated''' values. |
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| − | <center>[[File:X70-21_14_1-70-(2)-10222020.png]]</center>
| + | ===Enabling Splitting=== |
| − | <!--<center>X70-21_14_1-70-(2)-10222020.png</center>-->
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| − | ===Select Associated Text Checkbox===
| + | 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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| − | OnePager provides the '''Select associated text''' checkbox control for you to change the response that a left-click on a task bar allowing a single click on the task bar to select '''both the task bar and its corresponding text label'''. When the '''Select associated text''' checkbox is checked '''ON''', selecting a task bar/milestone symbol in the '''graph''' not only selects the task bar/milestone symbol but also its task bar name label and the other text elements if set for being displayed. When the '''Select associated text''' checkbox is checked '''OFF''', only the selected task bar/milestone symbol is shown as selected.
| + | <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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| − | For more information on '''selecting task bars/milestone symbols''', please see the article at: [[Selecting Task/Milestone Shapes and Text Labels for Version 7.0 | Selecting Task/Milestone Shapes and Text Labels]] <!--9.1.1-70-->
| + | 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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| − | The '''Select associated text''' checkbox is also found in the '''Template Properties ''' form’s '''Advanced '''tab in the '''Display options''' control group as shown below for the '''Chart Properties''' form:
| + | <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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| − | <center>[[File:X70-21_14_1-70-(3)-10222020.png]]</center>
| + | 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>X70-21_14_1-70-(3)-10222020.png</center>-->
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| − | If you mouse over this checkbox the following '''tool tip''' appears: '''When the task bar/milestone symbol is selected, also select all text associated with the shape, including the task name, dates, and percent complete labels'''. As with all '''tool tips''' they are provided to assist you in determining what the control basically does.
| + | <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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| − | As an example, the illustration below is a chart portion where there was a left-click on the task bar only when the '''Select associated text''' checkbox is checked '''OFF'''.
| + | 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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| − | <center>[[File:X70-21_14_1-70-(4)-10222020.png]]</center>
| + | ===Split Resources in the Chart=== |
| − | <!--<center>X70-21_14_1-70-(4)-10222020.png</center>-->
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| − | Left-clicking the task bar '''only''' selects the task bar as shown above. When the task bar is selected in the above example, only the '''Icons''' on the '''Home '''tool bar tab that are applicable to '''editing''' task bars are '''enabled'''. The '''enabled''' control groups are: '''Editing''', '''Settings''', '''Font''', and '''Format'''. Even with the '''Select associated text''' checkbox checked '''OFF''', left-clicks on the task bar still allow you to change '''Font properties''' but not '''text label position'''. You can change '''text label alignment''' if the '''text label '''is configured such that '''text label alignment '''changes are available.
| + | 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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| − | However, in the situation described above, where one or more task bars are left-clicked with the '''Select associated text '''checkbox checked '''OFF''', you can '''right-click''' on any of the selected task bar, access its normal '''task bar''' right-click '''context menu''', and use all the commands in the '''context menu '''as well as all the tabs available in the '''Change Task/Milestone Properties '''form accessed from the '''Format…''' command in the '''context menu'''. Additionally, you can access the '''Change Task/Milestone Properties '''form by clicking the '''Format… Icon''' on the '''Home '''tool bar tab as shown below:
| + | <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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| − | <center>[[File:X70-21_14_1-70-(5)-10222020.png]]</center>
| + | 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>X70-21_14_1-70-(5)-10222020.png</center>-->
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| − | To complete the example, the illustration below is a chart portion where the '''Select associated text''' checkbox is checked '''ON''', and the task bar is selected with a left-click:
| + | 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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| − | <center>[[File:X70-21_14_1-70-(6)-10222020.png]]</center>
| + | ==Splitting Resources and Task Links== |
| − | <!--<center>X70-21_14_1-70-(6)-10222020.png</center>-->
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| − | With the '''Select associated text''' checkbox''' '''checked '''ON''', a left-click on the task bar selects the task bar '''and''' its '''text label''' as shown above. When the task bar and '''text label '''are selected in the above example, '''ALL''' '''Icons''' on the '''Home '''tool bar tab that are applicable to '''editing''' task bars and '''text labels''' are '''enabled'''. The applicable control groups are: '''Editing''', '''Settings''', '''Font''', '''Format''', and '''Position'''.
| + | 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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| − | The '''Alignment''' control group is only '''enabled''' if there is an option available to '''re-align''' the '''text label''' or '''text labels''' for selected items. Essentially, checking the '''Select associated text''' checkbox '''ON''' makes the OnePager 7.0 behavior relative to left-clicking of task bars or '''text labels''' operate the same as left-clicking only the task bar in previous versions of OnePager.
| + | ==Related Links== |
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| − | You can '''right-click '''on either the task bar or '''text label''' in this situation and the appropriate '''task bar''' or '''text label''' right-click '''context menu '''is accessed and all associated commands operate as documented including gaining access to the '''Change Task/Milestone Properties '''form. OnePager 7.0, regardless of the status of the '''Select associated text''' status of checked '''ON''' or checked '''OFF''', permits you to '''right-click '''on any previously selected task bar or '''text label''' and accesses any of the '''context menu '''commands.
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| − | ===Format With Times Checkbox=== | + | |
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| − | When the '''Format with times''' checkbox is checked '''ON''', the '''snapshot dates''' are displayed with a '''time of day component'''. '''Snapshot dates''' that differ by their '''time of day component''' are considered different '''snapshot dates.'''
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| − | For example, October 15, 2020 becomes '''October 15, 2020 5:23 PM''' and is a different '''snapshot date''' than '''October 15, 2020 6:00 PM'''. Note that this setting no longer controls the '''format of the dates''' on the task bars and milestone symbols. Below is an example of the '''Select Snapshot''' form displaying the '''date format with time''':
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| − | <center>[[File:X70-21_14_1-70-(7)-10222020.png]]</center>
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| − | <!--<center>X70-21_14_1-70-(7)-10222020.png</center>-->
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| − | ===Show Time Cursor Checkbox===
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| − | When the '''Show time cursor''' checkbox is checked '''ON''', the vertical '''time-cursor line''' is '''shown''' as shown here:
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| − | <center>[[File:X70-21_14_1-70-(8)-10222020.png]]</center>
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| − | <!--<center>X70-21_14_1-70-(8)-10222020.png</center>-->
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| − | Checking the '''Show time cursor''' checkbox '''OFF''', '''hides''' the vertical '''time-cursor line'''. There is also a checkbox in the OnePager Express '''View''' ribbon tool bar tab in the '''Graphic Elements''' group called '''Time Cursor''' that causes the vertical '''time-cursor line''' to be '''shown''' when the checkbox is checked '''ON''' as shown below:
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| − | <center>[[File:X70-21_14_1-70-(9)-10222020.png]]</center>
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| − | <!--<center>X70-21_14_1-70-(9)-10222020.png</center>-->
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| − | ===Allow Absorption Checkbox===
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| − | When the '''Allow absorption''' checkbox is checked '''ON''', you can '''drag''' one task bar onto another task bar and be prompted to '''absorb''' the former into the latter. When the checkbox is checked '''OFF''', this process does not take place and one task bar dragged over another is displayed as two separate task bars superimposed.
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| − | For more information on '''Absorbed Tasks''', please see the article at: [[Absorbing one task into another for Version 7.0 | Absorbing one task into another]] <!--17.0.1-70-->
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| − | ===Show Absorbed Dates Checkbox===
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| − | When the '''Show absorbed dates''' checkbox is checked '''ON''' OnePager Express '''creates''' a '''Comment box''' associated with the '''absorbed task bar''' connected to the task bar '''absorbing''' the '''absorbed''' task bar and provides you the option of specifying the '''date''' displayed in the '''Comment box''' as shown below:
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| − | <center>[[File:X70-21_14_1-70-(10-1)-10222020.png]]</center>
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| − | <!--<center>X70-21_14_1-70-(10-1)-10222020.png</center>-->
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| − | The illustration above show the result of '''absorbing''' the first task bar where a '''Comment box''' is displayed connected to the '''absorbing task bar'''. Also shown in the illustration above is a second task bar in the process of being '''absorbed where the '''Absorption Options''' form is shown. Making a selection from the radio buttons and clicking '''OK''' creates the second '''Comment box'''. You have the option to display the '''At end date''', '''At start date''', or '''At both start and end date'''.
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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-->
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| − | ===Copy Edits To All Snapshots Checkbox===
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| − | The '''Copy edits to all snapshots (CTAS)''' checkbox is a '''toggle switch''' that turns '''ON''' and '''OFF''' the propagation of '''Maverick''' changes to '''all snapshots''' (turned '''ON''') or to keep '''maverick''' changes to task bars/milestone symbols in the '''current snapshot''' (turned '''OFF'''). This checkbox affects '''editing''' of these task bar/milestone symbol properties: (1) '''Color''', (2) '''Shape''', (2) '''Fill Pattern''', (3) '''Border''', (4) '''Text Font''', (5) '''Task/milestone height''', (6) '''Task Links'''
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| − | For more information on how '''CTAS''' applies to the new '''Task Links''' feature in OnePager Express, please see this section in the article at: [[Data-Driven Task Links for OnePager Express for Version 7.0#Condition 2: The Copy Edits to All Snapshots (CTAS) Feature and Data-Driven Task Links | Data-Driven Task Links for OnePager Express - Condition 2: The Copy Edits to All Snapshots (CTAS) Feature and Data-Driven Task Links]] <!--19.1.1.2-70-->
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| − | ===Clip Task/Milestone Labels at Graph Edges Checkbox===
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| − | When the '''Clip task/milestone labels at graph edges''' checkbox is checked '''ON''', OnePager Express '''clips''' all task bar/milestone symbol '''labels''' that extend '''over the edge of the graph''' so that the '''labels''' no longer extend over the '''graph boundaries'''. The chart below shows how OnePager Express handles task bar/milestone symbol '''labels''' that extend into the displayed '''Row/Swimlane label''' area when the checkbox is checked '''ON''':
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| − | <center>[[File:X70-21_14_1-70-(11)-10222020.png]]</center>
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| − | <!--<center>X70-21_14_1-70-(11)-10222020.png</center>-->
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| − | Here is the same chart with the checkbox checked '''OFF''':
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| − | <center>[[File:X70-21_14_1-70-(12)-10222020.png]]</center>
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| − | <!--<center>X70-21_14_1-70-(12)-10222020.png</center>-->
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| − | ===Overlay VST Elements Checkbox===
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| − | When the '''Overlay VST elements''' checkbox is checked '''ON''' during the construction of a Virtual Summary Task ('''VST''') with milestone symbols, the milestone symbols are displayed on top of the created '''VST''' bar. An example is provided below:
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| − | <center>[[File:X70-21_14_1-70-(13)-10222020.png]]</center>
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| − | <!--<center>X70-21_14_1-70-(13)-10222020.png</center>-->
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| − | For more information on '''Creating and managing virtual summary tasks''' 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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| − | ===Lock Background Checkbox===
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| − | When the '''Lock background''' checkbox is checked '''ON''', all '''Background shapes''' are '''frozen'''. Included are these (3) elements: '''images, swimlane titles, graph title, and time axis annotation'''. Clicking any of these elements with the mouse no longer selects them, so it becomes easier to select task bars and milestone symbols with the selection '''Lasso'''.
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| − | ==Task/Milestone Threshold==
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| − | This numeric window controls whether '''short duration tasks''' are displayed as task bars or as milestone symbols. The unit of measure is '''task bar duration in number of days'''. With the setting shown in the '''Chart Properties''' form at the top of this article of two (2) days, any task bar in the chart that is '''less than two (2) days duration''' is displayed as a milestone symbol. Therefore, one day task bars are displayed as milestone symbols with the default settings of two (2) days. Since no duration can be less than zero (0), setting the parameter to zero (0) turns '''OFF''' all conversion of task bars into milestones symbols, which means that you can see task bars with very small width, which makes them very hard to see and to select.
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| − | ==Warn If Import Exceeds==
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| − | This checkbox tells OnePager to provide '''a warning message''' if the number of task bars/milestone symbols imported '''exceeds the quantity set in the adjacent window'''. Recall that OnePager has the capability to make '''multiple pages of output''' both vertically and horizontally. The warning message example below is configured so that it can issue the warning if more than 10 task bars were imported.
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| − | <center>[[File:X70-21_14_1-70-(14)-10222020.png]]</center>
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| − | <!--<center>X70-21_14_1-70-(14)-10222020.png</center>-->
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| − | For more information on '''Warning Message Form''', please see the sub-section in this article: [[Merging the Wrong Tasks into a Chart for Version 7.0 - OnePager Express#Warning Message Form | Merging the Wrong Tasks into a Chart - OnePager Express - Warning Message Form]] <!--7.12.1-70-->
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| − | ==Warn Of Merging Tasks==
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| − | The checkbox shown in the '''Advanced''' tab at the beginning of this article is accompanied by a '''Warning options''' button. When this checkbox is checked '''ON''', the '''Warning options''' button is '''enabled'''. Clicking the '''Warning options''' button accesses the '''Set warning thresholds''' form shown below:
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| − | <center>[[File:X70-21_14_1-70-(15)-10222020.png]]</center>
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| − | <!--<center>X70-21_14_1-70-(15)-10222020.png</center>-->
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| − | This form allows you to set your own '''parameters''' for when you wish to be '''warned''' if too many extra task bars are being '''merged''' or too many task bars are '''missing'''. Setting these percentages to '''100%''' has the impact of turning the '''fixes and warning OFF'''. Setting the percentages to '''0%''' provides an assurance that any extra or missing task bars triggers the '''fixes and warnings'''. When this checkbox is checked '''ON''', OnePager looks to see if too many newly introduced task bars/milestone symbols are being '''imported''' when '''updating a snapshot''' or if too many task bars are '''missing''' per the '''thresholds''' set in the form above.
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| − | After making the calculation, OnePager provides '''a warning message''' asking if you want to proceed with the '''update''' of the '''snapshot''' or not. Additionally, the '''warning message''' also give you access to the '''See Extra and Missing Tasks''' form so you can make a '''fix''' if desired. The '''warning message''' example below was configured so that it issues the '''warning''' if more than 45 percent of the task bars differ from those of the current chart.
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| − | <center>[[File:X70-7_12_1-70-(7)-08232019.png]]</center>
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| − | <!--<center>X70-7_12_1-70-(7)-08232019.png</center>-->
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| − | For more information on how to make fixes to these situations, please see the article at: [[Merging the Wrong Tasks into a Chart for Version 7.0 - OnePager Express | Merging the Wrong Tasks into a Chart - OnePager Express]] <!--7.12.1-70-->
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| − | ==Merge Tasks on Snapshot Replacement==
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| − | The '''Merge tasks on snapshot replacement''' checkbox supports the import of multiple Microsoft Excel '''source plans''' to form single project view.
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| − | A simple example shows how this checkbox works.
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| − | Suppose that the first Microsoft Excel '''source plan''' contains Tasks A, B, and C and that the second plan contains Tasks D, E, and F. After making a new chart from the first '''source plan''', you open the second Microsoft Excel '''source plan''' and update the chart in '''Replace Snapshot''' mode. If the checkbox is checked is checked '''ON''', the chart now contains Tasks A, B, C, D, E, and F. If the checkbox is checked '''OFF''', the chart now contains only Tasks D, E, and F.
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| − | The two article links below are associated with OnePager Express ('''OPX''') and provide assistance with the creation of '''multi-project''' charts where '''multiple projects''' are contained in a '''single''' Microsoft Excel '''source plan''' ('''spreadsheet''') or where you want to make a '''single''' chart from '''multiple''' Microsoft Excel '''source plans''':
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| − | <center>
| |
| | {| class="wikitable" | | {| class="wikitable" |
| − | | [[Handling Microsoft Excel Spreadsheets Containing Multiple Projects For Version 7.0 | Handling Microsoft Excel Spreadsheets Containing Multiple Projects]] <!--8.3.1-70--> | + | | [[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 |
| | |- | | |- |
| − | | [[Making Multi-Project Charts from Separate Microsoft Excel Plans for Version 7.0 | Making Multi-Project Charts from Separate Microsoft Excel Plans]] <!--8.4.1-70--> | + | | [[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 |
| | |} | | |} |
| − | </center>
| |
| | | | |
| − | ==Reset Unique Ids On Update==
| + | (24.5.9-72) |
| | | | |
| − | The '''Reset unique ids on update''' checkbox is '''disabled''' in the '''Advanced''' tab of the '''Chart Properties''' form and cannot be '''enabled'''. The '''disabled''' checkbox is provided in the form for consistency so that you see that it is there. This feature can be '''enabled''' as a last resort under the situation where you are attempting to '''merge''' Excel '''source plans''' from different physical files into a single '''source plan''' where the Excel '''Unique IDs''' do not match. Contact OnePager '''Support''' for information on how to use this rarely-used feature by referring to the article at: [[Getting Support and Contacting Chronicle Graphics for Version 7.0 | Getting Support ]] <!--30.0.1-70-->
| + | [[Category:Version 7.2]] |
| − | | + | |
| − | For more details on '''selecting alternate Unique ID fields''' for this purpose, please see the article at: [[Field Mappings Tab for OnePager Express for Version 7.0 | Field Mappings Tab for OnePager Express]] <!--21.16.1-70-->
| + | |
| − | | + | |
| − | For additional help, please go to the following link to the OnePager '''Frequently Asked Questions''' page: [https://www.onepager.com/support/faq.php?id=95 Selecting a Custom Unique ID].
| + | |
| − | | + | |
| − | If you encounter difficulties, contact our '''Support Team''' at [https://www.onepager.com/support/ticket.php support ticket], by [mailto:support@onepager.com e-mailing us], or by calling '''+1.303.779.0344'''.
| + | |
| − | | + | |
| − | ==Task Representation==
| + | |
| − | | + | |
| − | The '''Task representation''' control group consists of three (3) radio buttons as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-21_14_1-70-(17)-10222020.png]]</center>
| + | |
| − | <!--<center>X70-21_14_1-70-(17)-10222020.png</center>-->
| + | |
| − | | + | |
| − | These radio buttons let you select how a task bar is represented: as a '''Gantt bar''', by a '''Milestone at the start date''', or a '''Milestone at the end date''' of the task bar.
| + | |
| − | | + | |
| − | ===Gantt Bar/Task Bar Radio Button Selection===
| + | |
| − | | + | |
| − | Below is an example of a portion of a chart with task bars represented as '''Gantt bars''':
| + | |
| − | | + | |
| − | <center>[[File:X70-21_14_1-70-(18)-10222020.png]]</center>
| + | |
| − | <!--<center>X70-21_14_1-70-(18)-10222020.png</center>-->
| + | |
| − | | + | |
| − | ===Milestone At Start Radio Button Selection===
| + | |
| − | | + | |
| − | If the '''Milestone at start''' radio button is clicked '''ON''' and the tab's '''OK''' or '''Apply''' button is clicked, the portion of the chart looks like this:
| + | |
| − | | + | |
| − | <center>[[File:X70-21_14_1-70-(19)-10222020.png]]</center>
| + | |
| − | <!--<center>X70-21_14_1-70-(19)-10222020.png</center>-->
| + | |
| − | | + | |
| − | ===Milestone At End Radio Button Selection===
| + | |
| − | | + | |
| − | If the '''Milestones at end''' radio button is clicked '''ON''' and the tab's '''OK''' or '''Apply''' button is clicked, the portion of the chart in the above illustration changes to look like this:
| + | |
| − | | + | |
| − | <center>[[File:X70-21_14_1-70-(20)-10222020.png]]</center>
| + | |
| − | <!--<center>X70-21_14_1-70-(20)-10222020.png</center>-->
| + | |
| − | | + | |
| − | Making the selection in the '''Chart Properties''' form changes all task bars in the chart to the selected option. You can individually '''maverick''' a task bar/milestone symbol by selecting it with a right-click and use the '''Format ...''' Command in the '''task bar''' right-click '''context menu''' to access the '''Change task/milestone properties''' form to change the shape at the '''Format''' tab.
| + | |
| − | | + | |
| − | ==Default Snapshot Date==
| + | |
| − | | + | |
| − | The '''Default Snapshot Date''' control group consists of four (4) radio buttons as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-21_14_1-70-(21)-10222020.png]]</center>
| + | |
| − | <!--<center>X70-21_14_1-70-(21)-10222020.png</center>-->
| + | |
| − | | + | |
| − | OnePager establishes the default '''date of the snapshot''' based upon '''data imported''' from the Excel '''source plan'''. You can, of course, change the '''snapshot date''' to a value different from the '''default date''' in the '''OnePager Choices''' form. In this control group you have four (4) options for setting the basis for the '''default snapshot date''' that is used for '''all snapshots''' created for this chart:
| + | |
| − | | + | |
| − | ===Last-Modified Date Radio Button===
| + | |
| − | | + | |
| − | The '''Last-modified date''' is the date that the Excel '''source plan''' was '''last modified'''.
| + | |
| − | | + | |
| − | ===Current Date Radio Button===
| + | |
| − | | + | |
| − | The '''Current date''' is the '''date when you '''imported''' the data from your Excel '''source plan''' to create the '''snapshot'''.
| + | |
| − | | + | |
| − | ===Sheet Name (Then Last Modified) Radio Button===
| + | |
| − | | + | |
| − | This is the date specified in the Microsoft Excel '''source plan''' '''sheet name''' tab at the bottom of the Microsoft Excel '''source plan'''. If there is no date value for the '''sheet name''', OnePager will use the '''Last-modified date'''.
| + | |
| − | | + | |
| − | ===Sheet Name (Then Current) Radio Button===
| + | |
| − | | + | |
| − | This is the date specified in the Microsoft Excel '''source plan''' '''sheet name''' tab at the bottom of the Microsoft Excel '''source plan'''. If there is no date value for the '''sheet name''', OnePager will use the '''Current date'''. The '''Current date''' date is the date available on the day you '''imported the data''' from your Microsoft Excel '''source plan''' and creating the '''snapshot'''. OnePager can translate most '''date formats''' acceptable for the '''sheet name''' tab field in Microsoft Excel. However, there are restrictions on using the '''/''' character when specifying Microsoft Excel '''sheet names'''. We recommend that '''snapshot date''' information used in Microsoft Excel '''sheet names''' be formatted as shown in the illustration below:
| + | |
| − | | + | |
| − | <center>[[File:P70-21_14_1-70-(22-1)-12152020.png]]</center>
| + | |
| − | <!--<center>P70-21_14_1-70-(22-1)-12152020.png</center>-->
| + | |
| − | | + | |
| − | ==Row hiding options==
| + | |
| − | | + | |
| − | The controls in this group govern the operation of '''automatic hiding''' ('''cropping''') of '''rows'''. Access to the '''Row Hiding Options''' form is by clicking the '''Row hiding options''' button in the '''Chart Properties''' form's '''Advanced''' tab as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-21_14_1-70-(22)-10222020.png]]</center>
| + | |
| − | <!--<center>X70-21_14_1-70-(22)-10222020.png</center>-->
| + | |
| − | | + | |
| − | When the '''Row hiding options''' button is clicked, the '''Row Hiding Options''' form shown above appears providing you with four (4) options to select as discussed below.
| + | |
| − | | + | |
| − | ===Look At Current Snapshot Only Checkbox===
| + | |
| − | | + | |
| − | When the '''Look at current snapshot only''' checkbox is checked '''ON''', OnePager only examines the '''current snapshot''' when deciding which '''rows are empty''' and are candidates to be '''hidden'''. When this checkbox is '''OFF''', OnePager considers a '''row empty''' only if it is unoccupied across '''all snapshots'''. In either case, the '''auto-row hiding''' action '''hides rows''' in '''all snapshots'''.
| + | |
| − | | + | |
| − | ===Hide Newly-Empty Rows On Import Checkbox===
| + | |
| − | | + | |
| − | When the '''Hide newly-empty rows on import''' checkbox is checked '''ON''', OnePager '''automatically hides''' any '''rows''' that becomes '''empty''' because task bars are missing when the chart is '''UPDATED'''. When the '''Hide newly-empty rows on import''' checkbox is '''OFF''', OnePager leaves any '''empty rows''' that became '''empty''' because of such missing task bars alone.
| + | |
| − | | + | |
| − | ===Unhide Rows for Flagged Tasks/Milestones Checkbox===
| + | |
| − | | + | |
| − | When the '''Unhide rows for flatted tasks/milestones''' checkbox is checked '''ON''', OnePager '''automatically unhides hidden rows''' if they contain any of the task bars/milestone symbols that are '''flagged''' for import on the '''current snapshot'''. If the '''Unhide rows for flatted tasks/milestones''' checkbox is '''OFF''', OnePager continues to '''hide''' previously '''hidden rows'''.
| + | |
| − | | + | |
| − | ===Hide Rows When Tasks Are Outside Date Range Checkbox===
| + | |
| − | | + | |
| − | When the '''Hide rows when tasks are outside date range''' option is selected and the checkbox is checked '''ON''', OnePager '''automatically hides''' any '''empty rows''' where task bars and/or milestone symbols are '''outside''' the '''Start date''' and '''End date''' established for the chart. The '''Start date''' and '''End date''' settings are either generated by OnePager based upon the '''range of dates''' provided from the '''source packet''', set in the '''Chart Properties''' form '''Time Axis''' tab's '''Calendar''' sub-tab, or set in the OnePager Express '''View''' ribbon tool bar tab in the '''Dates''' control group.
| + | |
| − | | + | |
| − | ===Accessing the Where's My Stuff?! Form===
| + | |
| − | | + | |
| − | When task bars and their respective '''rows''' are '''hidden''' and subsequently '''cropped''', the '''Where’s My Stuff?!''' form can be accessed from the OnePager '''Home''' ribbon tool bar tab in the '''Editing''' group as shown here:
| + | |
| − | | + | |
| − | <center>[[File:X70-21_14_1-70-(23)-10222020.png]]</center>
| + | |
| − | <!--<center>X70-21_14_1-70-(23)-10222020.png</center>-->
| + | |
| − | | + | |
| − | For more information on the '''Where's My Stuff?!''' feature, please see the article at: [[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-->
| + | |
| − | | + | |
| − | ==Clipboard Format==
| + | |
| − | | + | |
| − | The default '''clipboard format''' is '''Vector EMF (Enhanced Meta File)'''. Essentially, this format is vector output with capabilities to retain high quality resolution when moving from the chart '''snapshot''' to PowerPoint, Word, Excel, or email messages. Although the default option is '''EMF format''', you can change the default to the alternative option of '''Image PNG''' as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-21_14_1-70-(26)-10222020.png]]</center>
| + | |
| − | <!--<center>X70-21_14_1-70-(26)-10222020.png</center>-->
| + | |
| − | | + | |
| − | ==Image file DPI==
| + | |
| − | | + | |
| − | This control provides the capability for you to select between three '''DPI''' settings when '''outputting images''' from OnePager to other media. The selection options are '''96 DPI''', '''200 DPI''', and '''300 DPI''' as shown below:
| + | |
| − | | + | |
| − | <center>[[File:X70-21_14_1-70-(27)-10222020.png]]</center>
| + | |
| − | <!--<center>X70-21_14_1-70-(27)-10222020.png</center>-->
| + | |
| − | | + | |
| − | For more information on '''image outputs''' from OnePager Express, please see the articles at: [[Managing Chart Data for Version 7.0 | Managing Chart Data (Portal)]] <!--23.0.1-70--> and specifically the section at: [[Sharing Charts for Version 7.0 (Portal)#Sharing an Image | Sharing an Image]] <!--23.2.1-70-->
| + | |
| − | | + | |
| − | ==Related Links==
| + | |
| − | | + | |
| − | [[Absorbing one task into another for Version 7.0 | Absorbing one task into another]] <!--17.0.1-70-->
| + | |
| − | | + | |
| − | [[Data-Driven Task Links for OnePager Express for Version 7.0 | Data-Driven Task Links for OnePager Express]] <!--19.1.1.2-70-->
| + | |
| − | | + | |
| − | [[Creating and Managing Virtual Summary Tasks for Version 7.0 | Creating and Managing Virtual Summary Tasks]] <!--18.0.1-70-->
| + | |
| − | | + | |
| − | [[Merging the Wrong Tasks into a Chart for Version 7.0 - OnePager Express | Merging the Wrong Tasks into a Chart - OnePager Express]] <!--7.12.1-70-->
| + | |
| − | | + | |
| − | [[Getting Support and Contacting Chronicle Graphics for Version 7.0 | Getting Support and Contacting Chronicle Graphics]] <!--30.0.1-70-->
| + | |
| − | | + | |
| − | [[Field Mappings Tab for OnePager Express for Version 7.0 | Field Mappings Tab for OnePager Express]] <!--21.16.1-70-->
| + | |
| − | | + | |
| − | [[Selecting Task/Milestone Shapes and Text Labels for Version 7.0 | Selecting Task/Milestone Shapes and Text Labels]] <!--9.1.1-70-->
| + | |
| − | | + | |
| − | [[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-->
| + | |
| − | | + | |
| − | [[Managing Chart Data for Version 7.0 | Managing Chart Data (Portal)]] <!--23.0.1-70-->
| + | |
| − | | + | |
| − | [[Sharing Charts for Version 7.0 (Portal) | Sharing Charts (Portal)]] <!--23.2.1-70-->
| + | |
| − | | + | |
| − | [https://www.onepager.com/support/faq.php?id=95 Selecting a Custom Unique ID]
| + | |
| − | | + | |
| − | (21.14.1-70)
| + | |
| − | | + | |
| − | [[Category:Version 7.0]]
| + | |
| | [[Category:Editing the Chart]] | | [[Category:Editing the Chart]] |
| | [[Category:Task/Milestone Editing]] | | [[Category:Task/Milestone Editing]] |
| − | [[Category:Task/Milestone Decorations]] | + | [[Category:Column Splitting]] |
| − | [[Category:Time Cursor]] | + | [[Category:Charts]] |
| − | [[Category:Absorbing/Unabsorbing]] | + | [[Category:Task Links]] |
| − | [[Category:Labels]]
| + | |
| − | [[Category:Backgrounds, Images, and Logos]]
| + | |
| − | [[Category:Sharing Output]]
| + | |
| − | [[Category:Virtual Summary Tasks]]
| + | |
| − | [[Category:Row Stripes]]
| + | |
| − | [[Category:Swimlane Stripes]]
| + | |
| − | [[Category:Color Palettes]]
| + | |
| − | [[Category:Hover Box]]
| + | |
| − | [[Category:Time Axis]]
| + | |
| − | [[Category:Importing]]
| + | |
| − | [[Category:Row/Swimlane Borders]]
| + | |
| − | [[Category:Hiding Rows]]
| + | |
| − | [[Category:Clip]]
| + | |
| − | [[Category:Unique ID]]
| + | |
| − | [[Category:Where's My Stuff?!]]
| + | |
| | [[Category:Ribbon]] | | [[Category:Ribbon]] |
| | [[Category:Snapshots]] | | [[Category:Snapshots]] |
| − | [[Category:Charts]] | + | [[Category:Template Properties Form]] |
| − | [[Category:Templates]]
| + | |
| | [[Category:Chart Properties Form]] | | [[Category:Chart Properties Form]] |
| − | [[Category:OnePager Express]] | + | [[Category:Asana]] |
| | + | [[Category:OnePager Bundle]] |
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