Difference between revisions of "Testing Article1"

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==About Multiple Swimlane Levels==
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==Using Multiple Level Rows and Swimlanes==
  
OnePager version 7.0 features a dramatic increase in visual capability by providing you the ability to display up to three (3) '''swimlane levels''' in your charts.   Previous versions of OnePager Pro and Express featured only one '''swimlane level''' with multiple rows grouped within this one '''swimlane level'''.
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This article introduces you to OnePager’s version 7.0 '''multiple level rows''' and '''swimlane''' management features. Using '''rows''' and '''swimlanes''' is a common way to organize your chart so that task bars and milestone symbols in the '''rows''' can be '''grouped''' together in an organized fashion like a '''work breakdown structure'''.
  
==Multiple Swimlane Levels - Example ==
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===Multiple Swimlane Level Feature===
  
Perhaps the best way to familiarize you with this new capability is to provide an example of how '''multiple swimlane levels''' can be used to organize your chart.  Using the BlueGrass Project’s Microsoft Project '''source plan''' shown below, we can create a chart with '''three swimlane levels''':
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OnePager version 7.0 now supports three (3) '''swimlane levels''' versus the one (1) '''swimlane level''' supported in previous versions.  An example of a chart with three '''swimlane levels''' is shown below:
  
<center>[[File:P70-0_4_1-70-(1)-03102020.png]]</center>
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<center>[[File:P70-0_4-70-(20)-03102020.png]]</center>
<!--<center>P70-0_4_1-70-(1)-03102020.png</center>-->
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<!--<center>P70-0_4-70-(20)-03102020.png</center>-->  
  
===Getting Started===
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Supporting the new '''multiple swimlane level''' feature is a redesigned '''Template Properties''' and ''' Chart Properties''' form's '''Rows/Swimlanes''' tab as shown below:
  
Before jumping into the example, perhaps some terminology should be explained from the chart above.
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<center>[[File:P70-4_0_1_5-70-(0)-04302020.png]]</center>
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<!--<center>P70-4_0_1_5-70-(0)-04302020.png</center>-->
  
The illustration above is our '''BlueGrass Project Plan''' with standard Microsoft Project fields with names that are typically used. However, in the example we are going to construct the '''multiple swimlane level''' chart with three '''swimlane levels''' and two '''text columns''' as follows:
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===Schedule Presentation Considerations===
  
:1) The '''Text30''' MS Project '''source plan''' field is used to represent the '''highest swimlane level''' called '''Left#1''', as you’ll see in the '''Chart Properties form'''.  This '''swimlane level''' represents the '''Phases''' of the project.
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It is always important to give consideration to your schedule presentation's '''goals and objectives''' and select the chart organization that best meets these.  If you are anticipating using one or more '''swimlane levels''' in a OnePager version 7.0 chart, the organization and structure of the selected '''swimlane levels''' and the information they are to present are key decisions.  It may be that no '''swimlane levels''' are needed in the chart at all or that just one or two meets your '''goal and objectives'''.  Once the desired chart organization is determined, the steps below are provided as guidelines for creating the most beneficial chartThe steps follow the organization of the '''Template Properties''' form and the '''Chart Properties''' form's '''Rows/Swimlanes''' tab such that you can start establishing your settings in the top control group and work your way through them from top to bottom left to right.
  
:2) As shown in the above illustration, the '''Level 1 summary name''' component of the MS Project '''source plan '''is the next '''highest swimlane level''' called '''Left#2'''.
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==Creating Charts Using Rows and Swimlanes==
  
:3) For the '''lowest swimlane level''' shown in the chart or '''Left#3''', we use the '''Resource Names''' field from the MS Project '''source plan'''.
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As the '''Rows/Swimlanes''' tab above illustrates, there is a step-wise approach to constructing an informative and useful OnePager Pro or Express chart.
  
:4) Additionally, the chart with '''multiple swimlane levels''' uses the '''Start''' and '''Finish '''fields form the MS Project '''source plans '''to display two '''text columns''' in the chart called '''Left#1''' and '''Left#2''', respectively.
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The general methodology is for you to create or modify the chart by making setting determinations based upon the '''goals and objectives''' you intend to meet with your schedule conversation:
  
If you are not using one of OnePager Pro’s standard '''Template Properties''' forms, these settings must be updated into the '''Chart Properties '''form after the basic chart is created.  However, what is done here in the interest of speeding this example along is to create a '''Template Properties''' form specifically for this chart and establish the settings within this '''Template Properties '''form as described above.  As part of the creation of this '''Template Properties''' form, we show the contents of the '''Swimlane''' and '''Text Column Formatting '''forms to demonstrate where '''swimlane level headings''' and '''text column headings''' are established for the chart.
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:'''Step 1''') Determine carefully how the chart is going to look - '''swimlane levels''', '''text columns''', the '''collection''' of task bars into chart '''rows''', and the '''grouping of rows''' into the chart's '''swimlane levels'''.  
  
===Setting Up the Template Properties Form===
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:'''Step 2''') Determine how '''source plan''' tasks are going to be '''collected''' and '''sorted''' into chart '''rows'''.  This determination includes determining if only one task bar occupies a chart '''row''' or if multiple task bars occupy a single '''row'''.
  
====Showing the Left#1 Swimlane Level====
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:'''Step 3''') Determine how chart's '''rows''' are going to be '''grouped''' into '''swimlane levels'''.
  
The next series of illustrations display the '''Template Properties '''form’s '''Rows/Swimlanes''' tab at the three '''swimlane levels''' ('''Left#1 '''through '''Left#3''') and the two '''Text Column '''sub-tabs for '''Left#1 '''and '''Left#2'''.  
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:'''Step 4''') Determine how many '''text columns''' are needed to adequately provide  information from the '''source plan''' for the audience without making the chart too busy.
  
The  illustration below shows the '''Template Properties '''form’s '''Rows/Swimlanes '''tab and the '''Left#1''' '''swimlane level''' sub-tab along with the '''Swimlane Formatting – Left#1 '''form which was accessed by clicking the '''Swimlane Formatting … '''button shown below:
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:'''Step 5''') Determine how '''row and swimlane borders''' are going to be '''formatted'''.
  
<center>[[File:P70-0_4_1-70-(2)-03102020.png]]</center>
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The five step process suggested above can be iterative as OnePager assists you in these steps because you can always go back to the '''Chart Properties''' form after a chart creation iteration, reassess your settings, and make changes so the chart communicates with respect to your '''goals and objectives'''.
<!--<center>P70-0_4_1-70-(2)-03102020.png</center>-->
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:1) At '''Step 1''' shown above, the '''Left#1 '''sub-tab of the tab in the '''Swimlanes '''control group shows that the '''Group by '''checkbox is checked '''ON''' and the dropdown list of MS Project '''source plan field names''' were used to select the '''Text30''' MS Project '''source plan field''' to '''group '''rows into this '''swimlane level'''.
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The discussion that follows is divided into five (5) sub-sections, one each for the steps listed above.
  
:2) '''Step 2''' shows that the '''Swimlane Formatting…''' button was clicked to access the '''Swimlane Formatting '''form for '''Left#1'''; the name of the form being expanded so it is clear which '''swimlane level''' is the focus.
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===Step 1 - Determine Carefully How the Chart is Going to Look===
  
:3) '''Step 3''' shows that the '''Make heading automatically''' checkbox is checked '''OFF''', '''enabling''' the '''Custom heading: '''window where we’ve typed in the term '''Phrase''' which appears in '''The Corner''' of the chart on top of the '''Left#1 swimlane level '''column.
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In majority of schedule presentation situations when you anticipate using '''multiple swimlane levels''', the organization of the '''swimlane levels''' and their associated '''source plan''' fields you are going to use are straightforward.  When this is not the case, it is recommended that consideration be given to reviewing the '''goals and objectives''' of the schedule conversation where the chart is used and the information needs of audience members.  Every schedule presentation situation is different, so our suggestion is to spend some time in '''Step 1''' to lay out how you are going to address the remaining steps.  Adding '''swimlane levels''' can make the chart look busy and distract from the intended theme.  Too few '''swimlane levels''' can cloud the message you are trying to communicate.  The same logic applies to the determination of how many '''text columns''' to include in the chart.
  
:4) '''Step 4''' has the '''Label by:''' checkbox checked '''ON''' which is the '''show/no show switch''' for this '''swimlane level'''.  Normally, the '''enabled '''window displays the '''source plan field''' that is used to populate the '''swimlane level''' and its '''cells'''.  You do have the option to change this selection to another '''source plan field''' if necessary by using the dropdown list.
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Since there are three (3) '''swimlane levels''' available, they appear in the chart from left to right as '''Left#1''', '''Left#2''', and '''Left#3''' as shown in the '''Chart Properties''' form's '''Rows/Swimlanes''' tab above.
  
:5) Note that the '''Swimlane Formatting – Left#1 '''form provides controls for managing the '''label/text''' for the '''Column Heading''', '''Swimlane Text''' in each of the '''swimlane level cells''', and controls for managing '''Swimlane Borders'''.
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:1) The '''highest swimlane level''' in a chart is the '''left-most swimlane level''' and successively '''lower swimlane levels''' appear moving to the right.
  
:6) After completing the settings for the '''Swimlane Formatting – Left#1''' form, click the '''OK '''button at the bottom of the form to return to the '''Rows/Swimlanes '''tab where you can continue '''editing'''.
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:2) This means that you are encouraged to place the '''highest organizational level''' of the chart in the '''left-most swimlane level''' and so on.  It can be useful to think of the '''multiple swimlane levels''' in the context of your project's '''Work Breakdown Structure'''.
  
====Showing the Left#2 Swimlane Level====
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:3) Doing so avoids repeating '''swimlane level cells''' within a '''lower swimlane level cell''' which can make the chart confusing and distract from it communication value.
  
Continuing with the definition of '''swimlane levels''' process, the  illustration below shows the '''Template Properties '''form’s '''Rows/Swimlanes '''tab and the '''Left#2''' '''swimlane level''' sub-tab along with the '''Swimlane Formatting – Left#2 '''form which was accessed by clicking the '''Swimlane Formatting … '''button shown below:
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:4) It is also recommended that you use as few '''swimlane levels''' as possible consistent with your schedule conversation message and the makeup of the audience.
  
<center>[[File:P70-0_4_1-70-(3)-03102020.png]]</center>
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After making these decisions, OnePager keeps track and provides consistent charts whenever you update your '''source plan''' and create an additional or modified snapshot.
<!--<center>P70-0_4_1-70-(3)-03102020.png</center>-->
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:1) The illustration above parallels the previous illustration for the '''Left#1 swimlane level''' where the '''Group by''' checkbox is checked '''ON''', the '''Left#2 swimlane level''' the '''Group by''' field is '''Level 1 summary name''', and in the '''Swimlane Formatting Left#2''' form we are using the term '''Sub-Phase''' as to the '''swimlane level heading''' for the '''Left#2 swimlane level'''.
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===Step 2 – Collect Source Plan Tasks into OnePager Chart Rows===
  
:2) The contents of the '''Swimlane Formatting – Left#2 '''form are identical for each '''swimlane level'''.
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'''Collecting source plan''' tasks into '''rows''' in the chart is usually done by selecting the '''Gantt chart layout''' where each chart '''row''' contains one task bar.  You have the option to use the '''Timeline''' layout where multiple task bars occupy one '''row''' in the chart.
  
:3) After completing the settings for the '''Swimlane Formatting – Left#2''' form, click the '''OK '''button at the bottom of the form to return to the '''Rows/Swimlanes '''tab where you can continue '''editing'''.
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====Task Layout Sub-Control Group====
  
====Showing the Left#3 Swimlane Level====
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The controls for making these settings are found in the '''Template Properties''' form or '''Chart Properties''' form at the '''Rows/Swimlanes''' tab's '''Rows''' control group's '''Task Layout''' sub-control group shown below:
  
To complete the definition of the '''three swimlane levels''', click the '''Lef#3 '''sub-tab in the '''Swimlanes '''control group of the '''Rows/Swimlanes '''tab as shown below:
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<center>[[File:P70-4_0_1_5-70-(1)-04302020.png]]</center>
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<!--<center>P70-4_0_1_5-70-(1)-04302020.png</center>-->
  
<center>[[File:P70-0_4_1-70-(4)-03102020.png]]</center>
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For more information on '''Collecting Tasks into Rows''', please see these articles at:  [[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70 and [[Collecting Tasks/Milestones into Rows for Version 7.0 | Collecting Tasks/Milestones into Rows]] <!--12.1.1-70-->
<!--<center>P70-0_4_1-70-(4)-03102020.png</center>-->
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:1) Clicking the '''Left#3 '''sub-tab shown in Step 1 above, the '''Group by '''checkbox is checked '''ON''' and the '''Resource Names''' MS Project '''source plan field''' is selected for the '''Left#3 swimlane level'''.
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====Row Border Formatting...====
  
:2) After clicking the '''Swimlane Formatting… '''button shown at '''Step 2''' and accessing the '''Swimlane Formatting – Left#3''' form, note that the '''Make heading automatically''' checkbox is checked '''ON'''.  This action '''disables''' the '''Custom heading: '''window and tells OnePager to use '''Resource Names''' for '''swimlane level''' '''heading '''for '''Left#3'''.
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The '''Row Border Formatting...''' button accesses the '''Row Formatting''' form as shown below:
  
:3) After completing the '''Swimlane Formatting – Left#3''' form, click the '''OK''' button to return to the '''Rows/Swimlanes '''tab.
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<center>[[File:P70-4_0_1_5-70-(4)-05012020.png]]</center>
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<!--<center>P70-4_0_1_5-70-(4)-05012020.png</center>-->
  
This completes the definition of the '''three swimlane levels''' for this '''Template Properties''' form and we can move to the '''Text Columns '''control group on the '''Rows/Swimlanes '''tab to define the two '''text columns''' for this series of charts as described below.
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'''Row borders''' can be set at this point.  However, we recommend setting '''row and swimlane level borders''' in '''Step 5''' discussed below.
  
====Showing the Left#1 Text Column====
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For more information on '''Row borders''', please see the article at: [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.7.1-70-->
  
Setting up the definition for '''text columns '''has not changed from previous versions of OnePager. However, the controls are reorganized and, like the '''swimlane level''' definition, a '''Text-Column Formatting – Left#n '''form is provided for each of the five (5) '''text columns''' you can define for a chart as shown below for '''text column Left#1''':
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====Row Sorting Sub-Control Group====
  
<center>[[File:P70-0_4_1-70-(5)-03102020.png]]</center>
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Once the selection between '''Gantt chart''' and '''Timeline''' layout is made, you have additional controls over how '''rows''' are '''sorted'''.   Most OnePager Pro users select the option to '''Sort rows like Project''' to maintain correspondence with their '''source plan''' organization.  Most OnePager Express users select the option to '''Sort rows like Excel''' for the same reason.
<!--<center>P70-0_4_1-70-(5)-03102020.png</center>-->
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:1) In '''Step 1''' above, the '''Left#1 text column '''sub-tab is selected and the '''Display data from '''checkbox is checked '''ON '''and used with the adjoining dropdown menu to select the MS Project '''Start source plan field''' for this '''text column'''.
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Selecting the '''Sort on field:''' allows you to select a '''source plan''' field upon which to base the '''sorting of rows''' in the chart.  
  
:2) In '''Step 2''', the action is to click the '''Text Column Formatting… '''button to access the '''Text-Column Formatting – Left#1 '''form.
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:1) '''Rows''' are '''sorted''' chart-wise if there are no '''swimlane levels''' present.
  
:3) In '''Step 3''', we’ve let OnePager create the '''text column Left#1 heading''' by making sure the '''Make heading automatically''' checkbox is checked '''ON'''.
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:2) When one or more '''swimlane levels''' are present in the chart, '''rows are sorted''' '''within''' the lowest swimlane level only'''.  
  
:4) Again, as an option, '''Step 4''' shows that in the '''Text-Column Formatting – Left#1 '''form you can use the '''Display data from '''dropdown menu in the '''Column Text '''control group to change the '''source plan '''field.
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:3) There are implications on '''sorting rows within the lowest swimlane level''' when there are task bars containing '''duplicate source plan field values''' in the set to be '''sorted'''.
  
:5) When finished with the '''Text-Column Formatting – Left#1 '''form, click the '''OK '''button to return to the '''Rows/Swimlanes '''tab.  
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For more information on '''collecting and sorting source plan tasks into OnePager chart rows''', please see the article at:  [[Row and Swimlane Sorting for Version 7.0 | Row and Swimlane Sorting]] <!--12.6.1-70-->
  
====Showing the Left#2 Text Column====
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After task bar '''collection''' into chart '''rows''' and the '''sorting of rows''' are determined, you can move on to determine how chart '''rows''' should be '''grouped''' into '''swimlane levels'''.
  
We finish up our example with the definition of '''Text Column Left#2''' as shown in the '''Rows/Swimlanes '''form at the '''Left#2 '''sub-tab in the '''Text Columns''' control group shown below:
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===Step 3 – Group Chart Rows into Swimlane Levels===
  
<center>[[File:P70-0_4_1-70-(6)-03112020.png]]</center>
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When the decision is made to incorporate '''swimlane levels''' in the chart as well as the number of '''swimlane levels''', you can use the '''Swimlanes''' control group in the '''Chart Properties''' form's '''Rows/Swimlanes''' tab to implement these decisions. The '''Chart Properties''' form's '''Rows/Swimlanes''' tab's '''Swimlanes''' control group is shown below:
<!--<center>P70-0_4_1-70-(6)-03112020.png</center>-->
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:1) Looking at the '''Left#2 '''sub-tab in the '''Text Columns '''control group of the '''Rows/Swimlanes''' tab in '''Step 1''', the '''Display data from''' checkbox is checked '''ON''' and the dropdown window shows that the MS Project '''source plan Finish field''' is selected.
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<center>[[File:P70-4_0_1_5-70-(2)-04302020.png]]</center>
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<!--<center>P70-4_0_1_5-70-(2)-04302020.png</center>-->
  
:2) For '''Step 2''', clicking the '''Text Column Formatting… '''button to access the '''Text-Column Formatting – Left#2 '''form shows that the '''Make headings automatically '''checkbox is checked '''ON '''so OnePager creates the '''text column heading''' for '''Left#2'''.
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====Swimlane Level Sub-Tabs====
  
:3) In '''Step 3''', the '''Finish source plan field''' is displayed in the form’s '''Column Text '''control group and the window is available to access the dropdown menu to change the selection.
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Each '''sub-tab''' shown above as '''Left#1''', '''Left#2''', and '''Left#3''' are identical in terms of their controls.  Checking the '''Group by''' checkbox '''ON''' in the '''sub-tab enables''' the '''swimlane level''' and the other controls in the '''sub-tab'''.  Use the window dropdown next to the '''Group by''' checkbox to implement your '''swimlane level''' decision with respect to how the chart's '''rows''' are '''grouped''' with respect to the '''source plan''' field to be used.
  
:4) When finished with the '''Text-Column Formatting – Left#2 '''form, click the '''OK '''button to return to the '''Rows/Swimlanes '''tab.
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For more information on '''grouping chart rows into swimlane levels''', please see the article at:  [[Grouping Rows into Swimlanes for Version 7.0 | Grouping Rows into Swimlanes]] <!--12.18.1-70-->
  
This completes the settings for '''swimlane levels''' and '''text columns''' in this '''Template Properties''' form.   Once finished, click the '''Use '''button and the '''Template Properties '''form becomes the current '''Template Properties '''for the creation of chart.
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====Swimlane Formatting...====
  
===Creating the Chart===
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You can  now use the '''Swimlane Formatting...''' button to access the '''Swimlane Formatting - Left#n''' form to make settings pertaining to '''swimlane level heading cell labeling''', '''swimlane level cell labeling''',  and '''swimlane level border''' settings as shown below:
  
Creating the chart after the '''Template Properties '''form is configured, made the current '''Template Properties '''form, and the MS Project '''source plan '''identified, it is a matter of using one of the OnePager Pro or Express '''basic workflows''' to create the chart.  
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<center>[[File:P70-4_0_1_5-70-(3)-04302020.png]]</center>
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<!--<center>P70-4_0_1_5-70-(3)-04302020.png</center>-->
  
For more information on '''Basic Workflows''', please see the articles at: [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
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Note in the illustration above that the form's title includes the '''swimlane level number'''.  The '''Column Heading''' control group in the above form contains all the controls for OnePager to set the '''swimlane level heading cell's label''' or for you to select the '''text content''' for this location in the chart.   Additionally, all the '''text formatting''' controls are provided in this sub-group. The '''Swimlane Text''' control group shown above in the middle section of the form, contains all the controls for setting the '''swimlane level cell's labels''' within the '''swimlane level'''.
  
We’ve gone through that process with the current '''Template Properties '''form and used the BlueGrass Project '''source plan '''to create a chart that looks like this:
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The '''Label by:''' checkbox must be checked '''ON''' for the '''swimlane level''' to be '''shown''' in the chart and for the other controls in this control group to be '''enabled'''.
  
<center>[[File:P70-0_4_1-(7)-06112020.png]]</center>
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As with the '''Column Heading''' control group, the '''Swimlane Text''' control group contains all the '''text formatting''' controls for the '''text content''' of '''swimlane level cells for level n''' in the chart.
<!--<center>P70-0_4_1-(7)-06112020.png</center>-->
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In the chart above, the '''swimlane levels''', the '''swimlane level headings''', the '''swimlane level cells''', the '''text column headings''', and the '''text column cells''' all correspond to the definitions in the '''Template Properties''' form we updatedThere is a lot of information in the chart above with respect to '''swimlane levels''' and the''' graph''' is organized such that '''task bars''' are presented as '''descending''' from left to right by '''Start Date'''.
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The '''Swimlane Borders''' control group in the bottom section of the this form has all the controls for managing the '''borders''' associated with the '''swimlane level''' selectedHowever, we recommend setting '''row and swimlane level borders''' in '''Step 5''' discussed below.
  
If we assume for a moment that '''senior executives''' are interested in the entire project but at the '''Phase''' level, the chart above can be configured into a single '''swimlane level''' chart just displaying the '''Left#1 swimlane level''' by going to the '''Chart Properties '''form’s '''Rows/Swimlanes '''tab and turning '''OFF''' the '''Label by '''checkbox in the corresponding '''Swimlane Formatting – Left#2''' and '''Swimlane Formatting – Left#3 '''forms as shown for the '''Left#3 '''swimlane level below:
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For more information on '''formatting swimlane components''', please see the article at:  [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0 | Creating, Formatting, and Sorting Swimlanes Levels]] <!--12.02.1-70-->
  
<center>[[File:P70-0_4_1-70-(8)-03112020.png]]</center>
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====Swimlane Sorting Sub-Control Group====
<!--<center>P70-0_4_1-70-(8)-03112020.png</center>-->
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When these two '''Chart Properties '''form changes are made, the chart looks like this:
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'''Swimlane sorting''' is done within '''swimlane levels''' involving all the '''rows''' found in the '''swimlane level'''.
  
<center>[[File:P70-0_4_1-(9)-06112020.png]]</center>
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There are two '''swimlane level sorting''' options for OnePager Pro: (1) '''Sort swimlanes like Project''' or (2) '''Sort on field'''. For OnePager Express the '''swimlane level sorting''' options are: (1) '''Sort swimlanes like Excel''' or (2) '''Sort on field'''.  Most OnePager Pro users select the option to '''Sort swimlanes like Project''' to maintain correspondence with their '''source plan''' organization. OnePager Express users select the option to '''Sort swimlanes like Excel''' for the same reason.
<!--<center>P70-0_4_1-(9)-06112020.png</center>-->
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In a similar way the '''swimlane levels''' defined for this chart can be reconfigured to focus the content on middle management that might be more interested in the '''Sub-Phases''' and '''Resource Names'''.  By checking the '''Label by''' checkboxes to '''ON''' in the '''Swimlane Formatting – Left#2 '''and '''Left#3 '''forms and unchecking the '''Label by '''checkbox for the '''Swimlane Formatting –Left #1 '''form '''OFF''' the chart looks like the one below:
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Selecting the '''Sort on field:''' allows you to select a '''source plan''' field upon which to base the '''sorting of swimlane levels''' in the chart.
  
<center>[[File:P70-0_4_1-(10)-06112020.png]]</center>
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:1) The options for '''sorting swimlane levels''' is only available if the '''swimlane level''' is '''showing''' in the chart.
<!--<center>P70-0_4_1-(10)-06112020.png</center>-->
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In the above chart, middle managers can see the '''Sub-Phase''' organization and the '''Resource Names''' assigned without the need to have the '''Phase swimlane level''' in view.  Throughout these simple modifications of the chart, the organization of the '''row''' and '''task bars''' remained the same.
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:2) When one or more '''swimlane levels''' are present in the chart, '''rows are sorted''' '''within''' each '''swimlane level''' where '''sorting''' is to be performed by OnePager.  
  
==Manual Editing With Multiple Swimlane Levels - Example==
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:3) Care should be exercised when '''sorting swimlane levels''' where there are '''multiple swimlane levels''' present in the chart.
  
The example above showed how '''editing '''within the '''Template Properties ''' and '''Chart Properties''' forms can '''globally edit''' the chart. In this section we’ll cover the methods for selecting and '''editing''' both '''swimlane level and text column level components''' (i.e., '''headings''', '''cells''', '''swimlanes''', and '''rows''').  You can select and '''edit''' individual '''swimlane level heading cells''' and '''text column heading cells''' in '''The Corner''' as well as individual '''swimlane level cells''' where these terms are defined in the chart shown below:
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For more information on '''sorting swimlane levels''', please see the article at:  [[Row and Swimlane Sorting for Version 7.0 | Row and Swimlane Sorting]] <!--12.6.1-70-->
  
<center>[[File:P70-0_4_1-(11)-06112020.png]]</center>
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===Step 4 – Determine Text Column Needs===
<!--<center>P70-0_4_1-(11)-06112020.png</center>-->
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===Selection Methods Available for Multiple Swimlane Levels===
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There are five (5) optional '''Text Columns''' that you can place to the right of any '''shown swimlane levels''' and to the left of the '''graph'''.  Their purpose is to highlight information pertinent to '''rows''' in the '''graph''' and the task bars and/or milestone symbols in the chart's '''rows'''.  A typical example for the content of two '''text columns''' is to show task bar '''start date''' and '''finish date''' as illustrated in the partial chart below:
  
Before discussing the available features for individually '''editing''' '''swimlane level cells''' and '''swimlane''' properties, '''text columns''' and their properties, we need to emphasize that the selection methods available from previous versions of OnePager Pro and Express are the same with OnePager version 7.0.
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<center>[[File:P70-0_4_1-(7)-06112020.png]]</center>
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<!--<center>P70-0_4_1-(7)-06112020.png</center>-->
  
====The Single Left-Click Option====
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The controls for managing '''text columns''' are found in the '''Template Properties''' and '''Chart Properties''' form's '''Rows/Swimlanes''' tab at the '''Text Columns''' control group shown here:
  
This means that you retain the capability to use the '''left-click''' in a '''swimlane level heading cell''', a '''swimlane''', a '''text column heading cell''', and a '''text column cell and  its row''' to individually select these '''elements''' in the chart and '''graph'''.  Selecting a '''row''' requires that at least one '''text column''' be showing in the chart so that the '''left-click '''to select a '''row''' has a position where the '''row''' can be selected.  Performing a '''left-click''' in '''empty space '''in the''' graph''' is not supported in OnePager version 7.0.  '''Left-clicking''' in '''swimlane''' and '''text column''' '''cells''' is primarily done to select '''swimlane '''and '''rows '''for '''dragging and dropping '''actions to reorganize them in the chart. '''Left-clicking '''in these components is also a way of selecting before using the '''right-click '''to access the '''component’s '''right-click '''context menu'''. The '''right-click '''and '''context menu''' discussions are presented in a later section.
+
<center>[[File:P70-4_0_1_5-70-(6)-05012020.png]]</center>
 +
<!--<center>P70-4_0_1_5-70-(6)-05012020.png</center>-->
  
====The Slow Left-Click Option====
+
====Text Column Sub-Tabs====
  
The '''slow left-click''' is a technique available in OnePager version 7.0 for distinguishing between the intent to select an entire '''swimlane''', for example at any level, and selecting a particular '''swimlane level cell'''.  When the '''slow left-click '''technique is used on '''swimlane level cell''', the first '''left-click '''in a '''swimlane level cell''' selects the '''swimlane level cell''' and its '''swimlane''' in accordance with the '''swimlane level''' being selected as shown here: 
+
Each '''sub-tab''' shown above as '''Left#1''', '''Left#2''', '''Left#3''', '''Left#4''', and '''Left#5''' are identical in terms of their controlsChecking the '''Display data from''' checkbox '''ON''' in the '''sub-tab enables''' the '''text column''' and the other controls in the '''sub-tab'''.  Use the window dropdown next to the '''Display data from''' checkbox to implement your '''text column''' decisions with respect to the '''source plan''' data for the task bar or milestone symbol that are displayed.
  
<center>'''First Left-Click on a Swimlane Level Cell'''</center>
+
For more information on '''text columns''', please see the article at:  [[Editing Text Columns or Swimlane Labels for Version 7.0 | Editing Text Columns or Swimlane Labels]] <!--12.3.1-70-->
<center>[[File:P70-0_4_1-(11A-1)-06102020.png]]</center>
+
<!--<center>P70-0_4_1-(11A-1)-06102020.png</center>-->
+
  
The '''second''' '''left-click '''part of the '''slow left-click '''technique results in the '''swimlane level cell''' being selected as shown below:
+
====Text Column Formatting...====
  
<center>'''Second Left-Click on a Swimlane Level Cell'''</center>
+
You can  now use the '''Text Column Formatting...''' button to access the '''Text Column Formatting - Left#n''' form to make settings pertaining to '''text column heading cell labeling''' and '''text column cell labeling''' settings as shown below:
<center>[[File:P70-0_4_1-(11B-1)-06102020.png]]</center>
+
<!--<center>P70-0_4_1-(11B-1)-06102020.png</center>-->
+
  
When the '''slow left-click '''technique is used with '''text columns''', the first '''left-click '''in a '''text column cell''' selects the '''text column cell''' and its '''row''' as shown here: 
+
<center>[[File:P70-4_0_1_5-70-(7)-05012020.png]]</center>
 +
<!--<center>P70-4_0_1_5-70-(7)-05012020.png</center>-->
  
<center>'''First Left-Click on a Text Column Cell'''</center>
+
Note in the illustration above that the form's title includes the '''text column number'''.  The '''Column Heading''' control group in the above form contains all the controls for OnePager to set the '''text column heading cell's label''' or for you to select the '''text content''' for this location in the chart.   Additionally, all the '''text formatting''' controls are provided in this sub-group.  The '''Column Text''' control group shown above in the bottom section of the form contains all the controls for setting the '''text columns cell's labels''' within the '''text column'''.
<center>[[File:P70-0_4_1-(11C-1)-06102020.png]]</center>
+
<!--<center>P70-0_4_1-(11C-1)-06102020.png</center>-->
+
  
The '''second''' '''left-click '''part of the '''slow left-click '''technique results in just the '''text column cell''' being selected as shown below:
+
As with the '''Column Heading''' control group, the '''Column Text''' control group contains all the '''text formatting''' controls for the '''text content''' of '''text column cells for level n''' in the chart.
  
<center>'''Second Left-Click on a Text Column Cell'''</center>
+
There are no '''border controls''' in this form as '''text columns''' are considered part of a chart's '''row''' and the controls for '''row borders''' are contained in the '''Rows''' control group of the '''Chart Properties''' form's '''Rows/Swimlanes''' tab.
<center>[[File:P70-0_4_1-(11D-1)-06102020.png]]</center>
+
<!--<center>P70-0_4_1-(11D-1)-06102020.png</center>-->
+
  
With '''text columns''', doing a '''left-click '''in one '''text column cell '''when more than one '''text column '''is '''showing''' selects all '''text column cells in the row'''. To use the '''slow double-left-click '''effectively, perform the first '''left-click '''in the '''text column cell''' you wish to ultimately select.  Once you make an individual '''swimlane level cell''' or '''text column cell '''selection with this option, OnePager remains in the '''slow left- click '''mode and you cannot select an entire '''swimlane''' or '''text column’s row'''.  To exit the '''slow left-click''' mode, perform one '''left-click''' in '''empty space''' in the graph.  The '''right-click '''selection methods and discussed in a later sub-section below.
+
For more information on '''formatting text columns''', please see these articles at:  
  
====The CTL+Left-Click Option====
+
<center>
 +
{| class="wikitable"
 +
| [[Snapshot-Dependent Text Columns for OnePager Pro for Version 7.0 | Snapshot-Dependent Text Columns for OnePager Pro]] <!--12.4.1-70-->
 +
| [[Snapshot-Dependent Text Columns for OnePager Express for Version 7.0 | Snapshot-Dependent Text Columns for OnePager Express]] <!--12.5.1-70-->
 +
|-
 +
| [[Resizing the Width of Text Columns and Swimlanes for Version 7.0 | Resizing the Width of Text Columns and Swimlanes]] <!--12.8.1-70-->
 +
|}
 +
</center>
  
The '''CTL+Left-Click''' option is used to select '''multiple individual swimlanes''' by first selecting the '''first swimlane''' with a '''left-click '''in the desired '''swimlane level cell''' and then, with the '''CTL key''' held down, '''left-clicking''' in the remaining desired '''swimlane level cells''' as shown here:
+
====Text Type Formatting for Date and Numeric Formats====
  
<center>[[File:P70-0_4_1-(11E-1)-06102020.png]]</center>
+
When a '''text column's''' designated '''source plan''' field is a '''date type field''', the '''Text Columns''' sub-group in the main form has an additional sub-group added for you to '''edit''' the '''date field''' as it appears in the '''text column cells'''. This is shown in the illustration below:
<!--<center>P70-0_4_1-(11E-1)-06102020.png</center>-->
+
  
You can only use the '''CTL+Left-Click '''option to make '''multiple swimlane''' selections at '''one swimlane level'''.   That is, if you make your first selection at the '''Left#2 swimlane level''' in one of its '''swimlane level cells''' your next and following selections, if any, can only be in another '''Left#2 swimlane level cell'''.  You are prohibited from making '''multiple swimlane''' selections across '''heterogeneous swimlane level cells''' with the '''CTL+Left-Click '''option.
+
<center>[[File:P70-4_0_1_5-70-(6)-05012020.png]]</center>
 +
<!--<center>P70-4_0_1_5-70-(6)-05012020.png</center>-->
  
====The SHIFT+Left-Click Option====
+
When a '''text column's''' designated '''source plan''' field is a '''numeric type field''', the '''Text Columns''' sub-group in the main form has an additional sub-group added for you to '''edit''' the '''numeric field''' as it appears in the '''text column cells'''.  This is shown in the illustration below:
  
The '''SHIFT+Left-Click''' option is used to select a '''contiguous sequence of swimlane level cells''' and their '''swimlanes''' by first '''left-clicking''' in the first '''swimlane level cell''', then holding the '''SHIFT key '''down and , second, '''left-clicking''' in the last '''swimlane level cell''' in the sequence as shown below:
+
<center>[[File:P70-4_0_1_5-70-(8)-05012020.png]]</center>
 +
<!--<center>P70-4_0_1_5-70-(8)-05012020.png</center>-->
  
<center>[[File:P70-0_4_1-(11F-1)-06102020.png]]</center>
+
===Step 5 – Formatting Row and Swimlane Level Borders===
<!--<center>P70-0_4_1-(11F-1)-06102020.png</center>-->
+
  
As with the '''CTL+Left-Click '''option, you can only make sequential '''swimlane level cell '''selections in one '''swimlane level'''.
+
As the final step in preparing your schedule discussion presentation chart with '''rows''' and '''swimlane levels''' is to choose '''row''' and '''swimlane borders'''.
  
===Selection Methods Available for Multiple Text Columns===
+
====Formatting Row Borders====
  
The selection methods available for '''rows''' and '''text column cells''' are essential the same as for selecting '''swimlanes''', '''swimlane level heading cells''' and '''swimlane level cells''' discussed in the previous sub-section.  For selecting a '''row''', there must be at least one '''text column showing''' in the chart.  This is the place where you can apply the '''left-click''' or '''slow left-click '''technique as shown here:
+
To format '''row borders''' click the '''Row Borders Formatting... button in the '''Rows''' control group of the '''Chart Properties''' form's '''Rows/Swimlanes''' tab to access the '''Row borders''' form again shown here:
  
<center>[[File:P70-0_4_1-(11G-1)-06102020.png]]</center>
+
<center>[[File:P70-4_0_1_5-70-(9)-05012020.png]]</center>
<!--<center>P70-0_4_1-(11G-1)-06102020.png</center>-->
+
<!--<center>P70-4_0_1_5-70-(9)-05012020.png</center>-->
  
When there are two or more '''text columns''' present in the chart, performing the single '''left-click '''in any '''text column cell '''in the '''row''' selects all '''text column cells and the row'''.   To select a particular '''text column cell''', place the mouse cursor '''in that cell''' and use the '''slow left-click''' technique that selects all '''text column cells and the row''' and with the second '''left-click''' the specific '''text column cell''' as demonstrated in the previous sub-section. 
+
To '''show all row borders''' including the '''borders in text columns''', check the '''Show Row Borders''' checkbox '''ON'''. This '''enables''' all the controls in the form.  These controls include using the OnePager standard '''Color Chooser''' form to select the '''color''' for the '''row borders''', the '''width''' control for the thickness of the '''row borders''', and the '''Dash-type''' which has five (5) options.  These controls apply to both the '''top and bottom row borders'''.  Be aware that '''row borders''' may be shared with '''swimlane level borders''' whose controls are discussed shortly.
Remember that once you use the '''slow left-click''' the mouse '''left-click selection mode '''changes and to return to the normal '''left-click '''mode you must perform a '''single left click''' in '''empty space''' (any '''row''' in the '''graph''') to restore the normal selection mode.
+
  
The '''CTL+Left-Click '''option can be used on any individual '''text column cell''' to select visible '''text column cells''' and their respective '''rows''' as shown below:
+
====Formatting Swimlane Level Borders====
  
<center>[[File:P70-0_4_1-(11H-1)-06102020.png]]</center>
+
'''Swimlane border controls''' are provided for each '''swimlane level showing''' in the chart up to three (3). This means that there are three (3) '''Swimlane Formatting...''' forms available, one for each possible '''swimlane level''' shown. 
<!--<center>P70-0_4_1-(11H-1)-06102020.png</center>-->
+
When the '''Swimlane Formatting...''' button is clicked, the associated '''Swimlane Formatting...''' form is accessed as shown below:
  
The '''CTL+Left-Click '''option cannot be used to select '''text column cells '''and '''swimlane level cells'''.
+
<center>[[File:P70-4_0_1_5-70-(10)-05012020.png]]</center>
 +
<!--<center>P70-4_0_1_5-70-(10)-05012020.png</center>-->
  
The '''SHIFT+Left-Click''' option can be used, again as described in the previous sub-section, on a set of '''text column cells''' as shown below:
+
To '''show a swimlane level's borders''', check the '''Show Borders''' checkbox '''ON'''.  This '''enables''' all the controls in the form.  These controls include using the OnePager standard '''Color Chooser''' form to select the '''color''' for the '''swimlane level borders''', the '''width''' control for the thickness of the '''swimlane level borders''', and the '''Dash-type''' which has five (5) options.  These controls apply to both the '''top and bottom swimlane level borders'''
  
<center>[[File:P70-0_4_1-(11I-1)-06102020.png]]</center>
+
'''Caution:''' Be aware that '''swimlane level borders''' may be shared with other '''swimlane level borders''' and with '''row borders''' as mentioned above.
<!--<center>P70-0_4_1-(11I-1)-06102020.png</center>-->
+
  
When there is more than one set of '''text column cells '''in the chart, using this option works when any of the visible '''text column cells''' are clicked with the '''SHIFT+Left-Click''' technique.   The '''SHIFT+Left-Click''' option cannot be used to select a series of '''text column cells''' and '''swimlane level cells'''.   Attempting to do so changes the operation from a '''SHIFT+Left-Click on text column cells''' to a '''SHIFT+Left-Click on swimlane level cells'''.
+
For more information on managing '''swimlane level borders''', please see the article at: [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.7.1-70-->
  
===Editing Methods for Swimlane Levels and Text Column Components (Headings, Cells, Swimlanes, and Rows)===
+
====Other Borders in the Chart====
  
Once selection of a '''swimlane level cell '''or '''text column cell''' is accomplished, you have the option to access its right-click '''context menus''' or to use the '''grab boxes''' on '''row''' or '''swimlane''' components to change their '''height'''.  This section’s focus is on the '''right-click context menus''' available although we don’t go into each individual command because these commands are the same as in previous versions of OnePager Pro and Express.  New commands are present in OnePager 7.0 to support the '''Smart Text Optimization '''feature. 
+
The '''Inner Frame border''' and the '''Outer Frame border''' of the chart are managed by the controls in the '''Template Properties''' and '''Chart Properties''' form's '''Main''' tab's '''Borders, frames, and time cursor properties''' button which accesses the '''Set line properties''' form shown here:
  
For more information on the '''Smart Text Optimization''' feature and other '''label/text editing''' subjects, please see the articles at:  [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
+
<center>[[File:P70-4_0_1_5-70-(11)-05012020.png]]</center>
 +
<!--<center>P70-4_0_1_5-70-(11)-05012020.png</center>-->
  
However, the inclusion of the '''multiple swimlane levels''' adds depth to what these commands can accomplish.
+
For more information on managing '''Inner and Outer chart borders''', please see the article at: [[Main Tab for Version 7.0 | Main Tab]] <!--21.1.1-70-->
  
====Right-Clicking on Swimlane Level and Text Column Headings to Accesses the Edit Corner Properties Form====
+
==Related Links==
  
The '''headings''' for '''swimlane levels''' are found in '''The Corner''' and right-clicking '''The Corner''' in any of its '''cells''' accesses the '''Edit corner properties''' form as shown here:
+
[[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70-->
  
<center>[[File:P70-0_4_1-70-(12)-04242020.png]]</center>
+
[[About OnePager's Rows and Swimlanes | About OnePager's Rows and Swimlanes]] <!--12.0.2-70-->
<!--<center>P70-0_4_1-70-(12)-04242020.png</center>-->
+
  
Right-clicking in a '''text column heading''' also access the '''Edit corner properties''' form for the selected '''text column heading'''. Since '''The Corner''' is also used to display '''headings''' for '''time axis levels''' and '''right-clicking''' in these '''time axis level label cells''' also access the '''Edit corner properties''' form.
+
[[Collecting Tasks/Milestones into Rows for Version 7.0 | Collecting Tasks/Milestones into Rows]] <!--12.1.1-70-->
  
====Swimlane Level Cell Right-Click Context Menu====
+
[[Editing Text Columns or Swimlane Labels for Version 7.0 | Editing Text Columns or Swimlane Labels]] <!--12.3.1-70-->
  
Right-clicking in a '''swimlane level cell''', regardless of whether it was pre-selected, accesses the '''swimlane level cell '''right-click '''context menu''' shown below:
+
[[Snapshot-Dependent Text Columns for OnePager Pro for Version 7.0 | Snapshot-Dependent Text Columns for OnePager Pro]] <!--12.4.1-70-->
  
<center>[[File:P70-0_4_1-70-(12A-1)-04242020.png]]</center>
+
[[Snapshot-Dependent Text Columns for OnePager Express for Version 7.0 | Snapshot-Dependent Text Columns for OnePager Express]] <!--12.5.1-70-->
<!--<center>P70-0_4_1-70-(12A-1)-04242020.png</center>-->
+
  
'''Right-clicking''' in any '''swimlane level cell''' to access the '''right-click''' '''context menu''' selects the '''entire swimlane''' associated with the '''swimlane level cell''' identified with the '''right-click'''. Generally, the actions that can be taken with the commands shown above apply to the '''swimlane level cell''' where the '''right-click''' was performed to access the '''context menu'''.  However, some care should be exercised in the '''multiple swimlane level''' environments when using the '''swimlane level cell '''right-click '''context menu '''commands on '''swimlane level cells''' that have member '''swimlane level cells''' at a '''lower level'''. In particular the '''Add swimlane''' ('''Above''' or '''Below) '''can impact '''swimlane level cells''' at '''lower levels''' and the '''Add row to swimlane '''('''At top of swimlane''' and '''At bottom of swimlane''') should also be used with care.  Please note, the '''Merge swimlanes ''' command requires that two or more '''swimlane level cells''' are selected for the command is '''enabled'''. Additionally, attention should be paid when '''editing '''multiple '''swimlane level cells''' selected using the '''CTL+Left-Click''' and the '''SHIFT+Left-Click'''.  Once multiple '''swimlane level cells''' are selected and the '''swimlane level cell''' right-click '''context menu''' is accessed, any '''context menu''' command click is applied to all selected '''swimlane level cells'''. 
+
[[Row and Swimlane Sorting for Version 7.0 | Row and Swimlane Sorting]] <!--12.6.1-70-->
  
The '''context menu’s''' '''Properties …''' command accesses the new '''Swimlane/Cells Properties''' form shown below with its two tabs:
+
[[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.7.1-70-->
  
<center>[[File:P70-0_4_1-70-(13)-03122020.png]]</center>
+
[[Resizing the Width of Text Columns and Swimlanes for Version 7.0 | Resizing the Width of Text Columns and Swimlanes]] <!--12.8.1-70-->
<!--<center>P70-0_4_1-70-(13)-03122020.png</center>-->
+
  
:1) The '''Swimlane '''tab in the above form has controls for '''editing''' the '''swimlane borders''' and setting the '''Swimlane Background Color''' using the OnePager standard '''Color Chooser '''form.
+
[[Grouping Rows into Swimlanes for Version 7.0 | Grouping Rows into Swimlanes]] <!--12.18.1-70-->
  
:2) The '''Cell''' tab in the form focuses on the '''swimlane level cell '''itself and the '''text string''' that is contained in the selected '''swimlane level cell'''. The '''Cell '''tab of the '''Swimlane/Cell Properties''' form is shown here:
+
[[Main Tab for Version 7.0 | Main Tab]] <!--21.1.1-70-->
  
<center>[[File:P70-0_4_1-70-(14)-04242020.png]]</center>
+
(12.0.3-70)
<!--<center>P70-0_4_1-70-(14)-04242020.png</center>-->
+
 
+
:3) As with the '''Swimlanes '''tab, the '''Cell '''tab has a '''Use Default Cell Properties''' button that resets the selected '''swimlane level cell’s properties '''back to the property settings in the '''Chart Properties''' form.
+
 
+
<center>[[File:P70-0_4_1-70-(15)-04242020.png]]</center>
+
<!--<center>P70-0_4_1-70-(15)-04242020.png</center>-->
+
 
+
:4) There are also '''Use Default Swimlane/Cell Properties '''buttons, shown above on both tabs, that '''resets''' the selected '''swimlane’s/cell's properties '''back to the property settings in the '''Chart Properties '''form.
+
 
+
'''Caution''' should be exercised when '''editing multiple swimlane level cells''' selected using the '''CTL+Left-Click''' and the '''SHIFT+Left-Click''' using the '''Swimlane/Cell Properties '''form.
+
 
+
:1) When '''multiple swimlane level cells''' are selected and the '''Swimlane/Cell Properties '''form accessed at the '''Swimlane '''tab, the '''last selected swimlane level cell’s properties '''appear in the tab.
+
 
+
:2) Making any '''edit''' in '''Swimlane''' tab changes the '''properties''' of '''all selected swimlanes''' and this might not be the desired outcome. 
+
 
+
:3) For example, an '''edit '''to any '''Swimlane border property''' applies the '''edit '''to all selected '''swimlane borders'''.
+
 
+
:4) Similar results are applied when '''multiple swimlane level cells''' are selected and the '''Swimlane/Cell Properties '''form is accessed at the '''Cell '''tab.
+
 
+
:5) Any '''edit '''made to any '''property '''available in the tab is applied to '''all selected swimlane level cells'''.
+
 
+
====Text Column Cell Right-Click Context Menu====
+
 
+
'''Right-clicking''' in a '''text column cell''', regardless of whether it was pre-selected, accesses the '''text column cell '''right-click '''context menu'''.  As mentioned above, this action selects all '''text column cells shown''' in the '''row '''and the '''row '''itself and accesses the '''text column cell '''right-click '''context menu''' shown below:
+
 
+
<center>[[File:P70-0_4_1-70-(16-1)-04242020.png]]</center>
+
<!--<center>P70-0_4_1-70-(16-1)-04242020.png</center>-->
+
 
+
Generally, the actions that can be taken with the commands shown above apply to the '''text column cell''' where the '''right-click''' was performed to access the '''context menu'''.  However, some care should be exercised when using the two '''swimlane related '''commands in this '''context menu''' (e.g., '''Split swimlanes''' and '''Group rows into a swimlane''') where there are '''multiple swimlane levels''' present to the left of the selected '''text column.'''
+
 
+
The '''Row height … '''command accesses the '''Row height''' form shown below:
+
 
+
<center>[[File:P70-0_4_1-70-(17)-04242020.png]]</center>
+
<!--<center>P70-0_4_1-70-(17)-04242020.png</center>-->
+
 
+
The '''context menu’s''' '''Properties …''' command accesses the new '''Row/Column Properties''' form shown below with its two tabs:
+
 
+
<center>[[File:P70-0_4_1-70-(18)-04242020.png]]</center>
+
<!--<center>P70-0_4_1-70-(18)-04242020.png</center>-->
+
 
+
:1) The '''Row '''tab in the above form has controls for '''editing''' the '''row borders''' and setting the '''Row Background Color''' using the OnePager standard '''Color Chooser '''form.
+
 
+
:2) The '''Cell''' tab in the form focuses on the '''text column cell '''itself and the '''text string''' that is contained in the selected '''text column cell''' as shown here:
+
 
+
<center>[[File:P70-0_4_1-70-(19)-04242020.png]]</center>
+
<!--<center>P70-0_4_1-70-(19)-04242020.png</center>-->
+
 
+
:3) There are also '''Use Default Row/Column Properties '''buttons, shown above on both tabs, that '''resets''' the selected '''row’s/column's properties '''back to the property settings in the '''Chart Properties '''form.
+
 
+
'''Caution''' should be exercised when '''editing multiple text column cells''' selected using the '''CTL+Left-Click''' and the '''SHIFT+Left-Click''' using the '''Row/Column Properties '''form.
+
 
+
:1) When '''multiple text column cells''' are selected and the '''Row/Column Properties '''form accessed at the '''Swimlane '''tab, the last selected '''text column cell’s properties '''appear in the tab.
+
 
+
:2) Making any '''edit''' in '''Row''' tab changes the '''properties''' of all selected '''rows''' and this might not be the desired outcome.  For example, an '''edit '''to any '''Row border property''' applies the '''edit '''to all selected '''row borders'''.
+
 
+
:3) Similar results are applied when '''multiple text columns cells''' are selected and the '''Row/Column Properties '''form is accessed at the '''Cell '''tab. Any '''edit '''made to any '''property '''available in the tab is applied to all selected '''text column cells'''.
+
 
+
====Empty Space Right-Clicking Context Menu====
+
 
+
Performing a right-click in the '''graph''' (defined as the area to the right of '''swimlane level cells and text column cells''', below the '''time axis''', and above the '''footers''') accesses the '''empty space''' right-click '''context menu''' shown below:
+
 
+
<center>[[File:P70-0_4_1-70-(20)-04242020.png]]</center>
+
<!--<center>P70-0_4_1-70-(20)-04242020.png</center>-->
+
 
+
The '''empty space '''right-click '''context menu''' contains the same set of commands as provided in previous versions of OnePager Pro and Express.  However, the commands related to '''swimlanes '''require some care in their use when the chart is showing '''multiple swimlane levels'''.
+
 
+
Where you make the right-click in the '''graph '''determines where the '''Row '''or '''Swimlane''' related commands are applied. 
+
 
+
:1) Specifically, these commands are: (1) '''Hide swimlane''', (2) '''Hide row''', (3) '''Add swimlane''', (4) '''Add row''', (5) '''Insert Floating time axis level''', and (6) '''Row height …'''
+
 
+
:2) Three commands shown above have '''sub-context menus''' with commands that must be selected before the command can be applied to the '''graph'''. 
+
 
+
:3) Specifically, these commands are: (1) '''Add swimlane''', (2) ''' Add row''', (3) '''Insert floating time axis '''level, and (4) '''Copy to clipboard.
+
 
+
:4) The '''Insert floating time axis level''' command operates the same as the '''Add row '''command but the '''sub-context menu''' deals with which '''time axis level '''to '''insert'''.
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As with the '''text column '''right-click '''context menu''', the '''Row height … '''command accesses the '''Row height''' form.  The '''Chart Properties '''command accesses the '''Chart Properties '''form at the '''Rows/Swimlanes '''tab so that you can make '''global edits '''to '''row and swimlane components''' as shown below:
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<center>[[File:P70-0_4_1-70-(21)-04242020.png]]</center>
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==Related Links==
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[[Using Rows and Swimlanes for OnePager Version 7.0 | Using Rows and Swimlanes]] <!--4.0.1.5-70-->
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[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
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[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
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[[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70-->
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[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
[[Category:Multiple Swimlane Levels]]
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[[Category:Getting Started with Version 7.0]]
[[Category:Name Label Collision Avoidance]]  
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[[Category:Core Concepts]]
[[Category:Ribbon]]
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[[Category:Chart Properties Form]]
 
[[Category:Charts]]
 
[[Category:Charts]]
[[Category:Snapshots]]
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[[Category:Task/Milestone Editing]]
[[Category:Chart Properties Form]]
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[[Category:Rows and Swimlanes]]
[[Category:Editing a Chart]]
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[[Category:Swimlane Labels]]
[[Category:Templates]]
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[[Category:Text Columns]]
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[[Category:Row/Swimlane Borders]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]

Revision as of 15:45, 14 January 2021

Using Multiple Level Rows and Swimlanes

This article introduces you to OnePager’s version 7.0 multiple level rows and swimlane management features. Using rows and swimlanes is a common way to organize your chart so that task bars and milestone symbols in the rows can be grouped together in an organized fashion like a work breakdown structure.

Multiple Swimlane Level Feature

OnePager version 7.0 now supports three (3) swimlane levels versus the one (1) swimlane level supported in previous versions. An example of a chart with three swimlane levels is shown below:

P70-0 4-70-(20)-03102020.png

Supporting the new multiple swimlane level feature is a redesigned Template Properties and Chart Properties form's Rows/Swimlanes tab as shown below:

P70-4 0 1 5-70-(0)-04302020.png

Schedule Presentation Considerations

It is always important to give consideration to your schedule presentation's goals and objectives and select the chart organization that best meets these. If you are anticipating using one or more swimlane levels in a OnePager version 7.0 chart, the organization and structure of the selected swimlane levels and the information they are to present are key decisions. It may be that no swimlane levels are needed in the chart at all or that just one or two meets your goal and objectives. Once the desired chart organization is determined, the steps below are provided as guidelines for creating the most beneficial chart. The steps follow the organization of the Template Properties form and the Chart Properties form's Rows/Swimlanes tab such that you can start establishing your settings in the top control group and work your way through them from top to bottom left to right.

Creating Charts Using Rows and Swimlanes

As the Rows/Swimlanes tab above illustrates, there is a step-wise approach to constructing an informative and useful OnePager Pro or Express chart.

The general methodology is for you to create or modify the chart by making setting determinations based upon the goals and objectives you intend to meet with your schedule conversation:

Step 1) Determine carefully how the chart is going to look - swimlane levels, text columns, the collection of task bars into chart rows, and the grouping of rows into the chart's swimlane levels.
Step 2) Determine how source plan tasks are going to be collected and sorted into chart rows. This determination includes determining if only one task bar occupies a chart row or if multiple task bars occupy a single row.
Step 3) Determine how chart's rows are going to be grouped into swimlane levels.
Step 4) Determine how many text columns are needed to adequately provide information from the source plan for the audience without making the chart too busy.
Step 5) Determine how row and swimlane borders are going to be formatted.

The five step process suggested above can be iterative as OnePager assists you in these steps because you can always go back to the Chart Properties form after a chart creation iteration, reassess your settings, and make changes so the chart communicates with respect to your goals and objectives.

The discussion that follows is divided into five (5) sub-sections, one each for the steps listed above.

Step 1 - Determine Carefully How the Chart is Going to Look

In majority of schedule presentation situations when you anticipate using multiple swimlane levels, the organization of the swimlane levels and their associated source plan fields you are going to use are straightforward. When this is not the case, it is recommended that consideration be given to reviewing the goals and objectives of the schedule conversation where the chart is used and the information needs of audience members. Every schedule presentation situation is different, so our suggestion is to spend some time in Step 1 to lay out how you are going to address the remaining steps. Adding swimlane levels can make the chart look busy and distract from the intended theme. Too few swimlane levels can cloud the message you are trying to communicate. The same logic applies to the determination of how many text columns to include in the chart.

Since there are three (3) swimlane levels available, they appear in the chart from left to right as Left#1, Left#2, and Left#3 as shown in the Chart Properties form's Rows/Swimlanes tab above.

1) The highest swimlane level in a chart is the left-most swimlane level and successively lower swimlane levels appear moving to the right.
2) This means that you are encouraged to place the highest organizational level of the chart in the left-most swimlane level and so on. It can be useful to think of the multiple swimlane levels in the context of your project's Work Breakdown Structure.
3) Doing so avoids repeating swimlane level cells within a lower swimlane level cell which can make the chart confusing and distract from it communication value.
4) It is also recommended that you use as few swimlane levels as possible consistent with your schedule conversation message and the makeup of the audience.

After making these decisions, OnePager keeps track and provides consistent charts whenever you update your source plan and create an additional or modified snapshot.

Step 2 – Collect Source Plan Tasks into OnePager Chart Rows

Collecting source plan tasks into rows in the chart is usually done by selecting the Gantt chart layout where each chart row contains one task bar. You have the option to use the Timeline layout where multiple task bars occupy one row in the chart.

Task Layout Sub-Control Group

The controls for making these settings are found in the Template Properties form or Chart Properties form at the Rows/Swimlanes tab's Rows control group's Task Layout sub-control group shown below:

P70-4 0 1 5-70-(1)-04302020.png

For more information on Collecting Tasks into Rows, please see these articles at: Creating and Editing Rows and Swimlanes (Portal)

Row Border Formatting...

The Row Border Formatting... button accesses the Row Formatting form as shown below:

P70-4 0 1 5-70-(4)-05012020.png

Row borders can be set at this point. However, we recommend setting row and swimlane level borders in Step 5 discussed below.

For more information on Row borders, please see the article at: Row and Swimlane Borders

Row Sorting Sub-Control Group

Once the selection between Gantt chart and Timeline layout is made, you have additional controls over how rows are sorted. Most OnePager Pro users select the option to Sort rows like Project to maintain correspondence with their source plan organization. Most OnePager Express users select the option to Sort rows like Excel for the same reason.

Selecting the Sort on field: allows you to select a source plan field upon which to base the sorting of rows in the chart.

1) Rows are sorted chart-wise if there are no swimlane levels present.
2) When one or more swimlane levels are present in the chart, rows are sorted within the lowest swimlane level only.
3) There are implications on sorting rows within the lowest swimlane level when there are task bars containing duplicate source plan field values in the set to be sorted.

For more information on collecting and sorting source plan tasks into OnePager chart rows, please see the article at: Row and Swimlane Sorting

After task bar collection into chart rows and the sorting of rows are determined, you can move on to determine how chart rows should be grouped into swimlane levels.

Step 3 – Group Chart Rows into Swimlane Levels

When the decision is made to incorporate swimlane levels in the chart as well as the number of swimlane levels, you can use the Swimlanes control group in the Chart Properties form's Rows/Swimlanes tab to implement these decisions. The Chart Properties form's Rows/Swimlanes tab's Swimlanes control group is shown below:

P70-4 0 1 5-70-(2)-04302020.png

Swimlane Level Sub-Tabs

Each sub-tab shown above as Left#1, Left#2, and Left#3 are identical in terms of their controls. Checking the Group by checkbox ON in the sub-tab enables the swimlane level and the other controls in the sub-tab. Use the window dropdown next to the Group by checkbox to implement your swimlane level decision with respect to how the chart's rows are grouped with respect to the source plan field to be used.

For more information on grouping chart rows into swimlane levels, please see the article at: Grouping Rows into Swimlanes

Swimlane Formatting...

You can now use the Swimlane Formatting... button to access the Swimlane Formatting - Left#n form to make settings pertaining to swimlane level heading cell labeling, swimlane level cell labeling, and swimlane level border settings as shown below:

P70-4 0 1 5-70-(3)-04302020.png

Note in the illustration above that the form's title includes the swimlane level number. The Column Heading control group in the above form contains all the controls for OnePager to set the swimlane level heading cell's label or for you to select the text content for this location in the chart. Additionally, all the text formatting controls are provided in this sub-group. The Swimlane Text control group shown above in the middle section of the form, contains all the controls for setting the swimlane level cell's labels within the swimlane level.

The Label by: checkbox must be checked ON for the swimlane level to be shown in the chart and for the other controls in this control group to be enabled.

As with the Column Heading control group, the Swimlane Text control group contains all the text formatting controls for the text content of swimlane level cells for level n in the chart.

The Swimlane Borders control group in the bottom section of the this form has all the controls for managing the borders associated with the swimlane level selected. However, we recommend setting row and swimlane level borders in Step 5 discussed below.

For more information on formatting swimlane components, please see the article at: Creating, Formatting, and Sorting Swimlanes Levels

Swimlane Sorting Sub-Control Group

Swimlane sorting is done within swimlane levels involving all the rows found in the swimlane level.

There are two swimlane level sorting options for OnePager Pro: (1) Sort swimlanes like Project or (2) Sort on field. For OnePager Express the swimlane level sorting options are: (1) Sort swimlanes like Excel or (2) Sort on field. Most OnePager Pro users select the option to Sort swimlanes like Project to maintain correspondence with their source plan organization. OnePager Express users select the option to Sort swimlanes like Excel for the same reason.

Selecting the Sort on field: allows you to select a source plan field upon which to base the sorting of swimlane levels in the chart.

1) The options for sorting swimlane levels is only available if the swimlane level is showing in the chart.
2) When one or more swimlane levels are present in the chart, rows are sorted within each swimlane level where sorting is to be performed by OnePager.
3) Care should be exercised when sorting swimlane levels where there are multiple swimlane levels present in the chart.

For more information on sorting swimlane levels, please see the article at: Row and Swimlane Sorting

Step 4 – Determine Text Column Needs

There are five (5) optional Text Columns that you can place to the right of any shown swimlane levels and to the left of the graph. Their purpose is to highlight information pertinent to rows in the graph and the task bars and/or milestone symbols in the chart's rows. A typical example for the content of two text columns is to show task bar start date and finish date as illustrated in the partial chart below:

P70-0 4 1-(7)-06112020.png

The controls for managing text columns are found in the Template Properties and Chart Properties form's Rows/Swimlanes tab at the Text Columns control group shown here:

P70-4 0 1 5-70-(6)-05012020.png

Text Column Sub-Tabs

Each sub-tab shown above as Left#1, Left#2, Left#3, Left#4, and Left#5 are identical in terms of their controls. Checking the Display data from checkbox ON in the sub-tab enables the text column and the other controls in the sub-tab. Use the window dropdown next to the Display data from checkbox to implement your text column decisions with respect to the source plan data for the task bar or milestone symbol that are displayed.

For more information on text columns, please see the article at: Editing Text Columns or Swimlane Labels

Text Column Formatting...

You can now use the Text Column Formatting... button to access the Text Column Formatting - Left#n form to make settings pertaining to text column heading cell labeling and text column cell labeling settings as shown below:

P70-4 0 1 5-70-(7)-05012020.png

Note in the illustration above that the form's title includes the text column number. The Column Heading control group in the above form contains all the controls for OnePager to set the text column heading cell's label or for you to select the text content for this location in the chart. Additionally, all the text formatting controls are provided in this sub-group. The Column Text control group shown above in the bottom section of the form contains all the controls for setting the text columns cell's labels within the text column.

As with the Column Heading control group, the Column Text control group contains all the text formatting controls for the text content of text column cells for level n in the chart.

There are no border controls in this form as text columns are considered part of a chart's row and the controls for row borders are contained in the Rows control group of the Chart Properties form's Rows/Swimlanes tab.

For more information on formatting text columns, please see these articles at:

Snapshot-Dependent Text Columns for OnePager Pro Snapshot-Dependent Text Columns for OnePager Express
Resizing the Width of Text Columns and Swimlanes

Text Type Formatting for Date and Numeric Formats

When a text column's designated source plan field is a date type field, the Text Columns sub-group in the main form has an additional sub-group added for you to edit the date field as it appears in the text column cells. This is shown in the illustration below:

P70-4 0 1 5-70-(6)-05012020.png

When a text column's designated source plan field is a numeric type field, the Text Columns sub-group in the main form has an additional sub-group added for you to edit the numeric field as it appears in the text column cells. This is shown in the illustration below:

P70-4 0 1 5-70-(8)-05012020.png

Step 5 – Formatting Row and Swimlane Level Borders

As the final step in preparing your schedule discussion presentation chart with rows and swimlane levels is to choose row and swimlane borders.

Formatting Row Borders

To format row borders click the Row Borders Formatting... button in the Rows control group of the Chart Properties form's Rows/Swimlanes tab to access the Row borders form again shown here:

P70-4 0 1 5-70-(9)-05012020.png

To show all row borders including the borders in text columns, check the Show Row Borders checkbox ON. This enables all the controls in the form. These controls include using the OnePager standard Color Chooser form to select the color for the row borders, the width control for the thickness of the row borders, and the Dash-type which has five (5) options. These controls apply to both the top and bottom row borders. Be aware that row borders may be shared with swimlane level borders whose controls are discussed shortly.

Formatting Swimlane Level Borders

Swimlane border controls are provided for each swimlane level showing in the chart up to three (3). This means that there are three (3) Swimlane Formatting... forms available, one for each possible swimlane level shown. When the Swimlane Formatting... button is clicked, the associated Swimlane Formatting... form is accessed as shown below:

P70-4 0 1 5-70-(10)-05012020.png

To show a swimlane level's borders, check the Show Borders checkbox ON. This enables all the controls in the form. These controls include using the OnePager standard Color Chooser form to select the color for the swimlane level borders, the width control for the thickness of the swimlane level borders, and the Dash-type which has five (5) options. These controls apply to both the top and bottom swimlane level borders.

Caution: Be aware that swimlane level borders may be shared with other swimlane level borders and with row borders as mentioned above.

For more information on managing swimlane level borders, please see the article at: Row and Swimlane Borders

Other Borders in the Chart

The Inner Frame border and the Outer Frame border of the chart are managed by the controls in the Template Properties and Chart Properties form's Main tab's Borders, frames, and time cursor properties button which accesses the Set line properties form shown here:

P70-4 0 1 5-70-(11)-05012020.png

For more information on managing Inner and Outer chart borders, please see the article at: Main Tab

Related Links

Creating and Editing Rows and Swimlanes (Portal)

About OnePager's Rows and Swimlanes

Collecting Tasks/Milestones into Rows

Editing Text Columns or Swimlane Labels

Snapshot-Dependent Text Columns for OnePager Pro

Snapshot-Dependent Text Columns for OnePager Express

Row and Swimlane Sorting

Row and Swimlane Borders

Resizing the Width of Text Columns and Swimlanes

Grouping Rows into Swimlanes

Main Tab

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