Difference between revisions of "Testing Article1"

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==Overview==
 
==Overview==
  
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When you are moving task bars/milestone symbols to different '''rows''' and '''swimlanes''', you can end up with '''unoccupied rows''' that you can '''hide''', if desired.  '''Rows''' can become '''empty''' for other reasons such as a change made to the chart's '''Date Range''' (i.e., the chart's '''Start Date''' and '''Finish Date''') or because a new snapshot is not '''importing''' one or more '''task bars/milestone symbols''' that were present in previous snapshots.  OnePager provides the option for you to manually '''hide rows''' in the chart or to specify '''automatic hiding of rows''' through controls in the '''Template Properties''' and '''Chart Properties''' form as explained in this article. For the purpose of illustration, this article uses the OnePager Express chart below as the starting point for the discussions of manual '''row hiding''' and '''automatic row hiding''' provided in the sub-sections that follow:
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Certain Microsoft Project '''fields''' typically change as the project progresses forward:
  
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<center>[[File:X70-12_05_1-(1)-08242020.png]]</center>
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:* '''Percent Complete (%Complete)'''
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<!--<center>X70-12_05_1-(1)-08242020.png</center>-->
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:* '''Duration'''
 +
:* '''Start Date'''
 +
:* '''Finish Date'''
 +
:* '''Baseline Start Date'''
 +
:* '''Baseline Finish Date'''
 +
:* '''Deadline Date'''
 +
:* '''Task Link'''
 +
:* '''Any field used for round-robin color assignment'''
 +
:* '''Any field used for conditional-formatting'''
 +
:* '''Any field used for Endpoints'''
  
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===Manually Hiding Empty Rows===
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By '''snapshot-dependent''' we mean that the value, style, or format of an object (i.e., task bar or milestone symbol property) can change from one '''snapshot''' to another as the underlying project '''source plan data field''' changes.  The focus of this article is on the eleven (11) categories of '''fields''' shown above.  When using OnePager to show these changes as they are made to the Microsoft Project '''source plan''' on a regular basis, OnePager can add snapshots to the chart using the '''updated data''' from the current '''source plan'''.
  
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In the examples that follow, two task bars each are hidden in a top '''Left#3 swimlane level cell''' and in an interior '''Left#3 swimlane level cell''' as shown below:
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For a more information on '''charts and snapshots''', please see the article at: [[Understanding Charts and Snapshots for OnePager Pro for Version 7.0 | Understanding Charts and Snapshots for OnePager Pro]] <!--4.0.1.1-70-->
  
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<center>[[File:X70-12_05_2-(2)-08242020.png]]</center>
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Often it is important in schedule presentations to emphasize some of the above data items by collecting task bars/milestone symbols into '''rows''' and identify '''rows''' using one of the above '''source plan fields'''.  Using the processes of '''updating''' the chart with periodic snapshots, you can show how the any of the above '''fields''' change when shown in '''text columns''' accompanying '''rows''' in the chart.
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<!--<center>X70-12_05_2-(2)-08242020.png</center>-->
+
  
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To use the '''manual row hiding''' feature, click the '''Hide''' button on the OnePager '''Home''' ribbon tool bar tab, which is '''enabled''' when the chart has '''empty rows''', as shown below:
+
OnePager Pro '''automatically updates''' your chart with the latest '''data''' and shows the '''data''' in the appropriate '''text columns''' accompanying each '''row'''.  When this is done, the chart's '''text column''' contents and the '''rows''' continue to be associated with one of the above '''fields''' and the snapshots change to show the '''data''' in the chart and in the '''text column''' as successive snapshots are taken over time.
  
−
<center>[[File:X70-12_05_2-(3)-08242020.png]]</center>
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For more information on '''adding snapshots to your charts''', please see the articles at:  [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
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<!--<center>X70-12_05_2-(3)-08242020.png</center>-->  
+
  
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Clicking the '''Home''' ribbon tool bar tab's '''Hide Rows''' button accesses the '''Row hiding choices''' form shown here:
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The example that follows uses the '''source plan %Complete field''' to demonstrate how '''text columns''' are used to represent changing '''data''' through the progress of a project.  The example illustrates how '''text columns''' represent changes in the contents of the '''fields''' listed at the beginning of this section above.
  
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<center>[[File:X70-12_05_2-(4)-08242020.png]]</center>
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==Snapshot-Dependent Text Column Example==
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<!--<center>X70-12_05_2-(4)-08242020.png</center>-->
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The '''Row hiding choices''' form shown above shows that two (2) '''rows are empty''',  '''one top and one Interior row are empty''' and can be '''hidden'''.  '''Interior rows''' are '''rows''' that neither are the '''top most rows''' in the chart nor the '''bottom most rows''' in the chart. '''Top''' and '''Bottom''' value boxes shown in the '''Row hiding choices''' form shown above, count consecutive '''empty rows''' from the '''top of the graph''' and the '''bottom of the graph''' respectively.
+
To provide a simple illustration of the '''snapshot-dependency of text column contents''', we construct a Microsoft Project '''source plan''' with a focus on the '''%Complete field column'''.
  
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Clicking the '''OK''' button on the '''Row hiding choices''' form '''hides''' the '''empty row''' as is done in the illustration below:
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===First Snapshot===
  
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<center>[[File:X70-12_05_2-(5)-08242020.png]]</center>
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The  Microsoft Project '''source plan'''  below shows all the '''fields''' mentioned in the above list plus the '''Task Name''', '''Resource Names''', and '''Flag20''':
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<!--<center>X70-12_05_2-(5)-08242020.png</center>-->
+
  
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In the above illustration, please note that when '''rows are hidden''' that make up a '''swimlane''', that the '''swimlane''' too is '''hidden'''.
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<center>[[File:P70-12_4_1-(1)-07082020.png]]</center>
 +
<!--<center>P70-12_4_1-(1)-07082020.png</center>-->
  
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===Automatically Hiding Empty Rows===
+
'''Note''' the specific '''%Complete''' data for each task bar.  When the OnePager Pro ('''OPP''') is launch to create a '''NEW''' chart, you have an opportunity to select the functions of the various Microsoft Project '''fields''' as described elsewhere by examining and modifying the OnePager Choices ('''OPC''') form.  The example is such that each '''text column''' contents, '''row ordering''', and '''collection''' of task bars into '''rows''' are set to use the '''%Complete''' field to organize the chart.  Additionally, '''rows''' are '''grouped into the Left#3 swimlane level''' using the Microsoft Project '''Resource Names field'''. When these controls are set either in the '''Template Properties'''  or '''Chart Properties''' form through the '''Row and Swimlanes''' tab, the following first snapshot is created:
  
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You also have the option to set up and use the '''row hiding''' feature in an '''automatic mode'''. That is, you can establish a set of '''options''' in the '''Template''' before charts are created to '''automatically hide empty rows''' under the conditions you wish.  Additionally, you can use the same controls found in the '''Chart Properties''' form to set or alter these '''options''' after charts are created.  Since the controls for '''automatically hiding rows''' are the same for both the '''Template Properties''' and '''Chart Properties''' forms, the example below uses the '''Chart Properties''' form.
+
<center>[[File:P70-12_4_1-(2-1)-07082020.png]]</center>
 +
<!--<center>P70-12_4_1-(2-1)-07082020.png</center>-->
  
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===Setting Up the Chart Properties Form's Advance Tab's Row Hiding Options===
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In the first snapshot, the ''' Left#3 text column cells''' are created with the '''%Complete''' data from the Microsoft Project '''source plan updated''' on 7/1/2019.
  
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The controls for setting up the '''automatic row hiding options''' are found in the  '''Chart Properties''' form's '''Advanced''' tabs at the '''Row hiding options''' button shown below:
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===Second Snapshot===
  
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<center>[[File:X70-12_05_2-(6)-08242020.png]]</center>
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If the project’s Microsoft Project '''source plan''' is '''updated''', say on 7/1/2020 for this example, with the latest '''%Complete''' data, that Microsoft Project '''source plan''' looks like this:
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<!--<center>X70-12_05_2-(6)-08242020.png</center>-->
+
  
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Accessing the '''Row Hiding Options''' form requires clicking the '''Row hiding options''' button as shown above.
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<center>[[File:P70-12_4_1-(3)-07082020.png]]</center>
 +
<!--<center>P70-12_4_1-(3)-07082020.png</center>-->
  
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===Row Hiding Options===
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The '''updates''' to the '''%Complete''' data, shown above, as compared to the Microsoft Project '''source plan''' captured on 7/1/2020, shows the progress the project is making in this example.  If we create the snapshot on 7/1/2020, it looks like this:
  
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There are four (4) '''Row hiding options''' available singly or in combination as discussed in the following sub-sections:
+
<center>[[File:P70-12_4_1-(4-1)-07082020.png]]</center>
 +
<!--<center>P70-12_4_1-(4-1)-07082020.png</center>-->
  
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====Look at current snapshot only====
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The task bars/milestone symbols are '''updated''' with the latest '''%Complete data''' and the new '''percent complete''' information is shown in the '''Left#3 text column''' for each '''row'''.   '''Rows''' are not '''reordered''' between snapshots but retains the '''row ordering''' originally established for the chart.  The Microsoft Project '''source plan''' did not change the '''Finish Dates''' of any of the task bars to reflect their current '''%Complete''' values.
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When the '''Look at current snapshot only''' checkbox is checked '''ON''', OnePager looks only at the '''current snapshot''' to determine which '''rows are empty'''.  When the '''Look at current snapshot only''' checkbox is '''OFF''', OnePager looks at '''all snapshots''' before deciding that a '''row is empty'''.  In either case, please note that any '''rows''' that are '''hidden''' are '''hidden''' in '''all snapshots'''.
+
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+
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====Hide newly-empty rows on import====
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−
 
+
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When the '''Hide newly-empty rows on import''' checkbox is checked '''ON''', OnePager '''automatically hides''' any '''rows''' that become '''empty''' when you '''add or update a snapshot'''.    This can happen when a task bar or milestone symbol is present in some '''snapshots''' but is missing from the '''snapshot''' that is currently being '''updating'''.    Please keep in mind, however, that the '''hidden rows''' are now being '''hidden''' in '''all snapshots''' and not just in the '''snapshot''' being '''updated'''.
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+
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====Unhide rows for flagged tasks/milestones====
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−
 
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When this checkbox is checked '''ON''', OnePager '''automatically unhides''' task bars/milestone symbols, '''rows''', and '''swimlanes''' that were '''hidden''' in previous '''snapshots''' if any of the tasks/milestones in the '''source plan''' are '''flagged''' for '''import''' on the '''current snapshot'''.  This assures that in '''new snapshots''' all previously '''hidden''' task bars/milestone symbols and their previously '''hidden rows and swimlanes''' are visible.  If the '''Unhide rows for flagged tasks/milestones''' checkbox is checked '''OFF''', OnePager continues to '''hide''' previously '''hidden rows and swimlanes''' as the '''new snapshot''' is created.  The default setting for the '''Unhide rows for flagged tasks/milestones''' checkbox is checked '''ON'''.
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−
 
+
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====Hide rows when dates are outside the date range====
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When the '''Hide rows when dates are outside the date range''' option is checked '''ON''', clicking the '''Hide''' button '''hides rows''' that appear '''empty''' because the '''source plan''' task/milestones occupying those '''rows''' are outside the '''start-end dates''' for the chart .
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For more information on '''setting and changing the date range of the chart''', please see the article at:  [[Changing the Chart’s Start/Finish Dates for OnePager Express for Version 7.0 | Changing the Chart’s Start/Finish Dates for OnePager Express]] <!--22.3.2-70-->
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−
 
+
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When the '''Hide rows when dates are outside the date range''' option is checked '''ON''', OnePager knows that you want '''rows''' where '''source plan''' tasks/milestones are not within the '''start-end dates''' range of the chart to be '''hidden''' when you click the '''Hide''' button on the ribbon. As with the '''Look at current snapshot only''' row '''hiding''' action, the '''row hiding'''  for this option does not occur until you click the '''Hide''' button on the '''Home''' ribbon tool bar tab.
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==Finding Hidden Rows==
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If '''rows and/or swimlanes''' are '''hidden''', for any reason, they can be found by using the '''Where’s My Stuff?!''' feature accessed from the '''Show/Hide''' button on the '''Home''' ribbon tool bar tab as shown below for the example used in this article: 
+
−
 
+
−
<center>[[File:X70-12_05_2-(7)-08242020.png]]</center>
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<!--<center>X70-12_05_2-(7)-08242020.png</center>-->
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When the “Where’s My Stuff?!” is clicked, the form is accessed showing which '''task names''' are '''hidden''' and the reasons for being '''hid''' as shown below:
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+
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<center>[[File:X70-12_05_2-(8)-08242020.png]]</center>
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<!--<center>X70-12_05_2-(8)-08242020.png</center>-->
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The '''Where's My Stuff?!''' form shown above, indicates that two (2) tasks are '''hidden''' in the chart and that their respective '''rows''' are '''hidden''' as well.  The '''Where's My Stuff?!''' form keeps track of all covered items that are '''hidden''' by indicating the '''task name''' from the '''source plan''' and the reason that the '''items''' are '''hidden''' by indicating a red X in the column appropriate for the '''task name'''.
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For more information on the use of the '''Where's My Stuff?!''' feature and form, 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-->
+
  
 
==Related Links==
 
==Related Links==
  
−
[[Advanced Tab for OnePager Pro for Version 7.0 | Advanced Tab for OnePager Pro]] <!--21.13.1-70-->
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[[Understanding Charts and Snapshots for OnePager Pro for Version 7.0 | Understanding Charts and Snapshots for OnePager Pro]] <!--4.0.1.1-70-->
−
 
+
−
[[Changing the Chart’s Start/Finish Dates for OnePager Express for Version 7.0 | Changing the Chart’s Start/Finish Dates for OnePager Express]] <!--22.3.2-70-->
+
  
−
[[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-->
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[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
  
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(12.05.2-70)
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(12.4.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:Templates]]
 
[[Category:Templates]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
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[[Category:Percent Complete]]
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[[Category:Baselines]]
 +
[[Category:Deadlines]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
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[[Category:OnePager - Tool Bar]]
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[[Category:Task/Milestone Editing]]
 
[[Category:Rows and Swimlanes]]
 
[[Category:Rows and Swimlanes]]
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[[Category:Rows]]
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[[Category:Labels]]
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[[Category:Hiding Rows]]
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[[Category:Text Columns]]
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[[Category:Where's My Stuff?!]]
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[[Category:Snapshots]]
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[[Category:OnePager Express]]
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[[Category:Snapshot Dependent/Independent]]
 +
[[Category:Mavericks]]
 +
[[Category:OnePager Pro]]

Revision as of 17:18, 14 January 2021

Overview

Certain Microsoft Project fields typically change as the project progresses forward:

  • Percent Complete (%Complete)
  • Duration
  • Start Date
  • Finish Date
  • Baseline Start Date
  • Baseline Finish Date
  • Deadline Date
  • Task Link
  • Any field used for round-robin color assignment
  • Any field used for conditional-formatting
  • Any field used for Endpoints

By snapshot-dependent we mean that the value, style, or format of an object (i.e., task bar or milestone symbol property) can change from one snapshot to another as the underlying project source plan data field changes. The focus of this article is on the eleven (11) categories of fields shown above. When using OnePager to show these changes as they are made to the Microsoft Project source plan on a regular basis, OnePager can add snapshots to the chart using the updated data from the current source plan.

For a more information on charts and snapshots, please see the article at: Understanding Charts and Snapshots for OnePager Pro

Often it is important in schedule presentations to emphasize some of the above data items by collecting task bars/milestone symbols into rows and identify rows using one of the above source plan fields. Using the processes of updating the chart with periodic snapshots, you can show how the any of the above fields change when shown in text columns accompanying rows in the chart.

OnePager Pro automatically updates your chart with the latest data and shows the data in the appropriate text columns accompanying each row. When this is done, the chart's text column contents and the rows continue to be associated with one of the above fields and the snapshots change to show the data in the chart and in the text column as successive snapshots are taken over time.

For more information on adding snapshots to your charts, please see the articles at: Basic Workflows (Portal)

The example that follows uses the source plan %Complete field to demonstrate how text columns are used to represent changing data through the progress of a project. The example illustrates how text columns represent changes in the contents of the fields listed at the beginning of this section above.

Snapshot-Dependent Text Column Example

To provide a simple illustration of the snapshot-dependency of text column contents, we construct a Microsoft Project source plan with a focus on the %Complete field column.

First Snapshot

The Microsoft Project source plan below shows all the fields mentioned in the above list plus the Task Name, Resource Names, and Flag20:

P70-12 4 1-(1)-07082020.png

Note the specific %Complete data for each task bar. When the OnePager Pro (OPP) is launch to create a NEW chart, you have an opportunity to select the functions of the various Microsoft Project fields as described elsewhere by examining and modifying the OnePager Choices (OPC) form. The example is such that each text column contents, row ordering, and collection of task bars into rows are set to use the %Complete field to organize the chart. Additionally, rows are grouped into the Left#3 swimlane level using the Microsoft Project Resource Names field. When these controls are set either in the Template Properties or Chart Properties form through the Row and Swimlanes tab, the following first snapshot is created:

P70-12 4 1-(2-1)-07082020.png

In the first snapshot, the Left#3 text column cells are created with the %Complete data from the Microsoft Project source plan updated on 7/1/2019.

Second Snapshot

If the project’s Microsoft Project source plan is updated, say on 7/1/2020 for this example, with the latest %Complete data, that Microsoft Project source plan looks like this:

P70-12 4 1-(3)-07082020.png

The updates to the %Complete data, shown above, as compared to the Microsoft Project source plan captured on 7/1/2020, shows the progress the project is making in this example. If we create the snapshot on 7/1/2020, it looks like this:

P70-12 4 1-(4-1)-07082020.png

The task bars/milestone symbols are updated with the latest %Complete data and the new percent complete information is shown in the Left#3 text column for each row. Rows are not reordered between snapshots but retains the row ordering originally established for the chart. The Microsoft Project source plan did not change the Finish Dates of any of the task bars to reflect their current %Complete values.

Related Links

Understanding Charts and Snapshots for OnePager Pro

Basic Workflows (Portal)

(12.4.1-70)

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