Difference between revisions of "Testing Article1"

From OnePager Documentation
Jump to: navigation, search
Line 1: Line 1:
−
==Overview==
+
==About Creating and Managing Virtual Summary Tasks==
  
−
Task bar/milestone symbol '''absorption''' is a handy way to compress information. The idea is to '''absorb''' one '''short duration''' task bar or milestone symbol into another task bar or milestone symbol with a '''longer duration''', leaving behind only a '''Comment box''' (or two '''Comment boxes '''depending on the mode selected) to indicate the presence of the '''absorbed''' (or '''shorter duration''') task bar/milestone symbol.
+
A '''virtual summary task''' ('''VST''') is a summary task bar created by OnePager that does not exist in Microsoft Project or Excel. It represents the '''start date''' and '''end date''' of two or more constituent task bars or milestone symbols.  In this respect the '''VST''' is a OnePager '''summary '''task displayed in the chart.  OnePager computes the '''start and end dates''' of a '''VST''' as its constituent '''task dates''' change from '''snapshot to snapshot'''. It also constructs '''baselines''', '''percent complete bars''', and '''critical path segments''' (One Pager Pro ('''OPP''') only) for task bars being summarized. The illustrations and examples in this article are from OnePager Pro.
  
−
===Relationship to the Smart Task Optimization Feature===
+
==Creating and Undoing Virtual Summary Tasks==
  
−
The process for '''absorbing one task into another''' operates '''independently''' of the '''Smart Text Optimization''' feature (new with OnePager version 7.0) where OnePager takes on the responsibility for making sure that task bar '''name labels''' in '''collision''' are resolved in the chart. For reference, the '''master switch''' for the '''Smart Text Optimization '''feature (the '''Enable Smart Labeling for task/milestone labels''' checkbox) in the '''Template Properties''' and '''Chart Properties '''form’s '''Task Bars '''or '''Milestones tab '''can be checked '''ON '''or '''OFF''' as shown here checked '''ON''':
+
===Make a Virtual Summary Task===
  
−
<center>[[File:P70-17_0_1-70-(1A-1)-09172020.png]]</center>
+
To create a '''Virtual Summary Task''' ('''VST'''), follow these steps.
−
<!--<center>P70-17_0_1-70-(1A-1)-09172020.png</center>-->
+
  
−
The setting of this checkbox has no impact on the '''absorb''' feature.  
+
:1) Select the '''first''' task bar or milestone symbol.  
  
−
For more information on the '''Smart Text Optimization '''feature for OnePager Pro and Express, please see the articles at and within:  [[Resolving Task Bar Name Label Collisions for Version 7.0 (Portal) | Resolving Task Bar Name Label Collisions (Portal)]] <!--9.7.1-70-->
+
:2) Use the '''CTL+Left-Click '''method to select the '''second''' (and '''third''', '''fourth''', etc.) constituent task bars and milestone symbols. Or use the '''Lasso '''method to select the desired task bars or milestone symbols.
  
−
===Relationship to Task Bar/Milestone Symbol and Name Label Selection Methods===
+
:3) Right-click on any of the selected task/milestone symbols to access the '''task bar '''right-click '''context menu''' shown below.
  
−
Additionally, the upgrade made for OnePager Pro and Express version 7.0 for the selection of task bar/milestone symbols and their associated '''name labels '''has no impact on the process for '''absorbing one task into another'''. This particular upgrade of OnePager version 7.0 allows you to tell OnePager if you want a mouse left-click on a task bar/milestone symbol to select just the task bar or milestone symbol or to select the task bar '''name label''' as well. The setting controlling this feature is in the '''Template Properties '''and '''Chart Properties '''form’s '''Advanced''' tab is the '''Select associated text''' as shown here:''' '''
+
:4) Click the '''Make into virtual summary task''' command as shown below:
  
−
<center>[[File:P70-17_0_1-70-(1B-1)-09172020.png]]</center>
+
<center>[[File:P70-18_0_1-70-(1)-09282020.png]]</center>
−
<!--<center>P70-17_0_1-70-(1B-1)-09172020.png</center>-->
+
<!--<center>P70-18_0_1-70-(1)-09282020.png</center>-->
  
−
For more information on '''selecting task bar/milestone symbols''' and '''name labels''', please see the article at: [[Selecting Task/Milestone Shapes and Text Labels for Version 7.0 | Selecting Task/Milestone Shapes and Text Labels]] <!--9.1.1-70-->
+
The chart now looks like this:
  
−
===Enabling the Absorbing Task Bars Feature===
+
<center>[[File:P70-18_0_1-70-(2)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(2)-09282020.png</center>-->
  
−
The '''default''' setting regarding '''absorbing one task into another''' is that the feature is '''disabled''' in OnePager distributed '''Template Properties '''forms where the '''Allow absorption''' checkbox is checked '''OFF '''as shown here:
+
If there are '''Task Links''' associated with the selected task bars their '''Task Links are not shown''' in the resulting '''VST'''.
  
−
<center>[[File:P70-17_0_1-70-(1C-1)-09172020.png]]</center>
+
===Unmake a Virtual Summary Task===
−
<!--<center>P70-17_0_1-70-(1C-1)-09172020.png</center>-->
+
  
−
Checking the '''Allow absorption''' checkbox '''ON''', '''enables''' the '''absorption '''feature and it operates in the chart whenever a '''short duration''' task bar is '''dragged and dropped''' into a '''longer duration''' task bar as is discussed in detail in the following sub-sections. The '''Show absorbed dates''' checkbox has a '''default''' setting of checked '''ON''' because it is assumed that you want the '''absorbed '''task bar’s '''start date '''and/or '''finish date''' to appear in the '''Comment box''' created  for the absorbed task bar’s '''name label'''. Unchecking the '''Show absorbed dates''' checkbox '''OFF''' tells OnePager to only show the '''absorbed''' task bar’s '''name label''' in the resulting '''Comment box'''. This feature is also discussed in the following sub-sections:
+
To '''unmake''' the '''VST''', right-click on the '''VST '''to access the '''task bar '''right-click '''context menu''', and click the '''Unmake virtual summary task''' command in the context menu.
  
−
==Absorbing Tasks==
+
<center>[[File:P70-18_0_1-70-(3)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(3)-09282020.png</center>-->
  
−
===Enabling Task Bar Absorption===
+
When a '''VST '''is '''unmade''', any '''Task Links''' associated with the participating selected task bars are '''restored'''.
  
−
As mentioned in the preceding section, the '''absorbing one task into another '''feature must first be '''enabled''' in either the '''Template Properties '''form or '''Chart Properties '''form’s '''Advanced '''tab by checking the '''Allow absorption '''checkbox '''ON '''as shown below for the '''Chart Properties '''form:
+
==Setting Percent Complete for Virtual Summary Tasks==
  
−
<center>[[File:P70-17_0_1-70-(1D-1)-09172020.png]]</center>
+
Because a '''VST''' is really a collection of several other task bars, it is not always clear how to define its '''percent complete value'''. By '''default''', the '''percent complete''' for a '''VST''' is computed by OnePager so that the '''progress bar''' touches the '''time now line''' even if the '''Time Cursor''' is displayed or not in the chart as shown below:
−
<!--<center>P70-17_0_1-70-(1D-1)-09172020.png</center>-->
+
  
−
Once '''enabled''', any time you '''drag and drop''' a selected task bar/milestone symbol onto another task bar/milestone symbol, the feature responds accordingly as long as the task bar/milestone symbol '''duration''' conditions are met. If you later uncheck the '''Allow absorption''' checkbox '''OFF''', the '''absorption''' feature is no longer '''enabled'''.  Any '''absorption''' actions taken previously in the chart remains and are shown in all snapshots.
+
<center>[[File:P70-18_0_1-70-(4)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(4)-09282020.png</center>-->
  
−
===Absorbing A Short Duration Task Bar into A Longer Duration Task Bar===
+
This value cannot always be appropriate because of the positions of the selected task bars with respect to the '''time now vertical line''' (usually the '''snapshot date''').  In some cases there won’t be a '''percent complete''' calculated or in other cases the '''percent complete''' can be illogical.  You can '''override''' this '''default''' and set the '''percent complete''' value manually by using these steps. Right-click the '''VST''' to access the '''task bar '''right-click '''context menu '''and then click the '''Set % complete of virtual summary task''' command shown below:
  
−
After assuring that the '''absorption''' feature is '''enabled''', to '''absorb''' one task bar into another, determine which two task bars are involved, '''drag and drop''' the '''shorter duration''' task bar/milestone symbol to be '''absorbed''' on top of the '''longer duration''' task bar that is to '''absorb''' it. In the example below, the '''Resistance calculation''' task bar is intended to be '''absorbed''' by the '''Engineering Team 2 Development''' task bar as shown in the task bar selection here: 
+
<center>[[File:P70-18_0_1-70-(5)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(5)-09282020.png</center>-->
  
−
<center>[[File:P70-17_0_1-70-(1E-1)-09172020.png]]</center>
+
Enter the new '''percent complete''' value and click '''OK'''.
−
<!--<center>P70-17_0_1-70-(1E-1)-09172020.png</center>-->
+
  
−
With the '''absorption '''feature '''enabled''', '''dragging and dropping''' the '''Resistance calibration''' task bar on top of the '''Engineering Team 2 Development''' task bar results in the two task bars being placed in the same '''row''' and the accessing of the '''Absorption Options''' form as shown below:
+
<center>[[File:P70-18_0_1-70-(6)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(6)-09282020.png</center>-->
  
−
<center>[[File:P70-17_0_1-70-(1F-1)-09172020.png]]</center>
+
After clicking the '''OK''' button, the '''VST''' and its '''percent complete bar''' look like this:
−
<!--<center>P70-17_0_1-70-(1F-1)-09172020.png</center>-->
+
  
−
If the '''absorbed''' task bar fits entirely inside the '''absorbing''' task bar (in time), the '''Absorption Options''' form is accessed asking if you want to replace the '''absorbed''' task bar '''name label''' by one or two '''Comment boxes'''. Additionally, the form asks you where you want the '''anchors''' for the '''Comment box''' or '''Comment boxes '''placed, that is, at what '''date positions''' ('''End or Start Date'''). The '''default''' position option is '''At end date''' as shown below
+
<center>[[File:P70-18_0_1-70-(6Z)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(6Z)-09282020.png</center>-->
  
−
<center>[[File:P70-17_0_1-70-(1G-1)-09172020.png]]</center>
+
==Critical Path Segments in Virtual Summary Tasks==
−
<!--<center>P70-17_0_1-70-(1G-1)-09172020.png</center>-->
+
  
−
If the '''At end date''' option is selected, one '''Comment box''' is created showing the '''absorbed''' task bar’s '''name label '''below the '''end date''' as shown in this example:
+
OnePager Pro consolidates '''critical path segments''' into the '''VST''' from the constituent individual task bars and milestone symbols. This feature is not available in OnePager Express ('''OPX''') because '''OPX''' does not process '''percent complete''' information. In the OnePager Pro chart below, there are four (4) task bars that are selected to become part of a '''VST''':
  
−
<center>[[File:P70-17_0_1-70-(2-1)-09172020.png]]</center>
+
<center>[[File:P70-18_0_1-70-(6A)-09282020.png]]</center>
−
<!--<center>P70-17_0_1-70-(2-1)-09172020.png</center>-->
+
<!--<center>P70-18_0_1-70-(6A)-09282020.png</center>-->
  
−
If the '''At start date''' option is selected, one '''Comment box''' is created showing the '''absorbed''' task bar’s '''name label '''below the '''start date''' as shown in this alternate example:
+
When the '''VST''' is created, the '''VST''' itself looks like this with consolidated '''critical path segments'''.
  
−
<center>[[File:P70-17_0_1-70-(3-1)-09172020.png]]</center>
+
<center>[[File:P70-18_0_1-70-(6B)-09282020.png]]</center>
−
<!--<center>P70-17_0_1-70-(3-1)-09172020.png</center>-->
+
<!--<center>P70-18_0_1-70-(6B)-09282020.png</center>-->
  
−
If the '''At both start and end''' option is selected, two '''Comment boxes''' are created showing the '''absorbed''' task bar’s '''name label '''in each '''Comment box '''below the '''start date''' in the first '''Comment box '''and the '''end date '''in the second '''Comment box '''as shown in this last example where the two '''Comment boxes''' are manually separated in the chart for clarity:
+
==Displaying Milestone Symbols on Virtual Summary Tasks==
  
−
<center>[[File:P70-17_0_1-70-(4-1)-09172020.png]]</center>
+
Many users often represent their charts entirely with milestone symbols normally to focus attention to '''start dates''' and '''finish dates''' as shown here with milestone symbols '''represented''' at '''finish dates''':
−
<!--<center>P70-17_0_1-70-(4-1)-09172020.png</center>-->
+
  
−
After making an option choice and clicking '''OK''' button in the '''Absorption Options '''form the '''absorbed''' task bar '''name label''' is change to one or more '''Comment boxes''' and the '''hidden absorbed '''task bar remains selected. Note in the illustration series above that the '''start date '''and/or the '''end date''' appears in the '''Comment boxes'''.  This is because the '''Show absorbed dates''' checkbox in the '''Chart Properties '''form’s '''Advanced''' tab is checked '''ON'''.
+
<center>[[File:P70-18_0_1-70-(6C)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(6C)-09282020.png</center>-->
  
−
===Attempting to Absorb A Long Duration Task Bar into A Shorter Duration Task Bar===
+
OnePager can represent any '''VST''' configured under circumstances where a '''VST''' is created from '''milestone symbols only''', displays the '''VST''' bar with the collected milestone symbol '''shown on top''' of the bar as illustrated below:
  
−
If the task bar to be '''absorbed''' does '''not fit entirely inside''' the '''absorbing''' task bar, it is not possible to carry out this '''absorption''' operation. For illustrating this, suppose we reverse the '''absorption '''process by attempting to '''absorb '''the '''Engineering Team 2 Development '''task bar into the '''Resistance calibration''' task bar. The former task bar has much '''longer duration''' than the later task bar. With the '''Allow absorption '''checkbox checked '''ON '''in the '''Chart Properties '''form’s '''Advanced''' tab, if we '''drag and drop''' the '''Engineering Team 2 Development '''task bar on top of the '''Resistance calibration''' task bar, the '''drag and drop''' is successful but the '''Absorption Options''' form is not accessed as shown here:
+
<center>[[File:P70-18_0_1-70-(7)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(7)-09282020.png</center>-->
  
−
<center>[[File:P70-17_0_1-70-(5-1)-09172020.png]]</center>
+
To control the use of this feature, a checkbox was added to the '''Chart Properties''' form’s '''Advanced''' tab’s, '''Display options''' control group called '''Overlay VST element''' to turn this feature '''ON''' and '''OFF''' as shown below:
−
<!--<center>P70-17_0_1-70-(5-1)-09172020.png</center>-->
+
  
−
Since the two task bar '''name labels''' are in '''collision '''in the above illustration and the '''absorption''' feature does not resolve this situation, you can  use the '''Smart Text Optimization '''feature as follows:
+
<center>[[File:P70-18_0_1-70-(8)-09282020.png]]</center>
 +
<!--<center>P70-18_0_1-70-(8)-09282020.png</center>-->
  
−
1) Select both task bar’s '''name labels''' with the '''CTL+Left Click '''method as shown here:
+
The same checkbox is also available in the '''Template Properties''' form’s '''Advanced''' tab in the same control group to set the feature on for all charts and '''snapshots''' created under that '''Template'''.
  
−
<center>[[File:P70-17_0_1-70-(6-1)-09172020.png]]</center>
+
It is strongly recommended that you '''hide''' the '''task bar name labels''' for the task bars or milestone symbols you select to become members of the '''VST'''. This is because without '''hiding''' the '''task bar name labels''' they will appear '''overlaid''' onto the '''VST''' along with the task bar and/or milestone symbol selected to participate.  This consequence may cause '''task bar name label collisions''' on the '''VST task bar''' that may be unwanted.
−
<!--<center>P70-17_0_1-70-(6-1)-09172020.png</center>-->
+
  
−
2) Right-click one of the two task bars to access the '''task bar''' right-click '''context menu''' and navigate to the '''Re-optimize text collisions '''command as shown here:
+
As another example, using the '''BlueGrass...''' chart shown below where the seven (7) original task bars are now represented as milestone symbols at the '''START DATE''' and again '''hide''' the '''task bar name labels''' to better illustrate the result:
  
−
<center>[[File:P70-17_0_1-70-(7-1)-09172020.png]]</center>
+
<center>[[File:P70-18_0_1-70-(9)-09282020.png]]</center>
−
<!--<center>P70-17_0_1-70-(7-1)-09172020.png</center>-->
+
<!--<center>P70-18_0_1-70-(9)-09282020.png</center>-->
  
−
3) When you click the '''Re-optimize text collisions''' command, OnePager resolves the task bar '''name label collision '''to something that resembles the illustration below depending on the '''Smart Text Optimization '''feature's settings:
+
With the '''Overlay VST elements''' checkbox checked '''ON''', a '''VST''' is created as described in the previous section. The resulting '''VST''' looks like this:
  
−
<center>[[File:P70-17_0_1-70-(8-1)-09172020.png]]</center>
+
<center>[[File:P70-18_0_1-70-(10)-09282020.png]]</center>
−
<!--<center>P70-17_0_1-70-(8-1)-09172020.png</center>-->
+
<!--<center>P70-18_0_1-70-(10)-09282020.png</center>-->
  
−
Depending on the situation, you may have to manually '''reposition '''the task bar '''name label''' of one or more task bars to meet your schedule presentation discussion needs.
+
If you want to '''move''' the '''VST''' to another '''row''' or '''swimlane''', there are two (2) recommended approaches on how to do this efficiently.
  
−
==Absorbed Task Bar Name Label Comment Boxes==
+
===First Recommendation===
  
−
'''Comment boxes''' created by the '''absorption''' process can be '''edited''' like any other '''Comment box'''.  To '''edit''' these '''Comment boxes''', right-click on the '''Comment box '''to access the '''comment box '''right-click '''context menu '''and navigate to the '''Properties…''' command as shown below:
+
If the '''VST''' and milestone symbol configuration is the only thing in the '''row''' or '''swimlane''', it is recommended that the '''move''' be done by making the '''move''' as a '''row''' or '''swimlane move''' versus trying to select the '''VST''' as a task bar and '''move''' the task bar individually. The reason is that the '''overlays of milestone symbols''' are separate graphics from the '''VST''' task bar and do not '''move''' with the '''VST''' task bar.
  
−
<center>[[File:P70-17_0_1-70-(9-1)-09172020.png]]</center>
+
===Second Recommendation===
−
<!--<center>P70-17_0_1-70-(9-1)-09172020.png</center>-->
+
  
−
These '''Comment boxes '''can be '''dragged and dropped''' to different positions in the chart and their contents can be '''edited '''as well.  
+
If the '''VST''' and milestone symbols configuration occupy a '''row''' or '''swimlane''' with other task bars/milestone symbols, we recommend that you '''lasso''' the entire configuration which selects all task bars/milestone symbols and with the selection '''lasso''' active, make the '''move''' up or down for the selected task bars/milestone symbols.
  
−
For more information on '''editing Comment boxes''', please see the article at: [[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]] <!--13.0.1-70-->
+
===Caution===
  
−
Any '''Task Links''' associated with the '''absorbed''' task bar/milestone symbols are '''hidden''' in the resulting '''absorbing''' task bar/milestone symbol representation.  
+
The '''Overlay VST elements''' checkbox is intended to be used '''ONLY''' with milestone symbols.  Accordingly, if the '''Overlay VST elements''' checkbox is checked '''ON''' and task bars are being made into a '''VST''' the results may not be appropriate for your needs. Further, making '''Virtual Summary Tasks''' with the '''Overlay VST elements''' checkbox checked '''ON''' also brings the task bars/milestone symbol's '''name labels''' into the '''VST''' which may further complicate the look of the resulting '''VST'''.
  
−
For more information on '''Task Links''', please see the articles at:  [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.0 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-70-->
+
==Task Links and Virtual Summary Tasks (VST)==
  
−
==Unabsorbing Tasks==
+
If you are '''creating''' or '''editing''' '''Virtual Summary Tasks''' ('''VST''') that have either '''Data-Driven''' or manual '''Task Links''', it is important to be aware of how those '''Task Links''' appear after the '''creation''' or '''editing''' processes are complete. Any '''Task Links''' associated with the '''VST''' task bar/milestone symbols are '''hidden''' in the resulting '''VST''' representation.
  
−
On occasion you may want to '''unabsorb''' a task bar/milestone symbol that was replaced by one or two '''Comment boxes''' when it is not possible to use the '''UNDO''' feature. To do this, right-click on the '''absorbing''' task bar/milestone symbol to access the '''task bar''' right-click '''context menu''' and then navigate to the '''Unabsorb tasks''' command as shown below:
+
For more information on the subject of '''Task Links''' and '''Virtual Summary Tasks''', please see this section in the article at: [[Manual Editing of Task Links for OnePager Pro for Version 7.0#Task Links and Virtual Summary Tasks (VST) | Manual Editing of Task Links for OnePager Pro - Task Links and Virtual Summary Tasks (VST)]] <!--19.4.1-70-->
−
 
+
−
<center>[[File:P70-17_0_1-70-(10-1)-09172020.png]]</center>
+
−
<!--<center>P70-17_0_1-70-(10-1)-09172020.png</center>-->
+
−
 
+
−
When the '''Unabsorb tasks '''command is clicked, both the '''absorbed''' task bar/milestone symbol and the '''absorbing''' task bar/milestone symbol are returned to the way they were before the '''absorption '''action took place as shown here:
+
−
 
+
−
<center>[[File:P70-17_0_1-70-(11-1)-09172020.png]]</center>
+
−
<!--<center>P70-17_0_1-70-(11-1)-09172020.png</center>-->
+
−
 
+
−
To complete the '''unabsorb''' process, '''drag and drop''' the previously '''absorbed''' task bar back to its original position or any other desired '''row''' position as shown below:
+
−
 
+
−
<center>[[File:P70-17_0_1-70-(12-1)-09172020.png]]</center>
+
−
<!--<center>P70-17_0_1-70-(12-1)-09172020.png</center>-->
+
−
 
+
−
'''Task Links''' associated with the previously '''absorbed''' task bar/milestone symbols are '''unhidden''' after the '''unabsorb''' process is completed. For more information on '''Task Links''', please see the articles at:  [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.0 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-70-->
+
−
 
+
−
==Task Links and Absorbed Tasks==
+
−
 
+
−
If task bar/milestone symbols either being '''absorbed''' or are '''absorbing''' by other task bar/milestone symbols have either '''Data-Driven''' or manual '''Task Links''', it is important to be aware how those '''Task Links''' appear after the '''Absorb''' processes is complete. Any '''Task Links''' associated with the '''absorbed''' task bar/milestone symbols are '''hidden''' in the resulting '''absorbing''' task bar/milestone symbol representation.
+
−
 
+
−
For more information on the subject of '''Task Links and Absorption''', please see this section in the article at: [[Manual Editing of Task Links for OnePager Pro for Version 7.0#Task Links for Absorbed Tasks | Manual Editing of Task Links for OnePager Pro - Task Links for Absorbed Tasks]] <!--19.4.1-70-->
+
−
 
+
−
==Notes==
+
−
 
+
−
'''Editing''' the task bar '''name label text''' in the '''Comment box''' for an '''absorbed''' task bar/milestone symbol has the same effect as '''editing''' the task bar '''Name Label''' of the '''absorbed''' task bar/milestone symbol. If you accidentally '''delete''' the '''Comment box''' for the '''absorbed''' task bar/milestone symbol and want to get it back, all you have to do is go to the  '''Home '''ribbon tool bar tab, click the '''Show/Hide''' dropdown button, and then click the '''Show all Tasks/Milestones''' command to '''unhide''' all the '''hidden''' task bar/milestone symbols as shown here:
+
−
 
+
−
<center>[[File:P70-17_0_1-70-(13-1)-09172020.png]]</center>
+
−
<!--<center>P70-17_0_1-70-(13-1)-09172020.png</center>-->
+
−
 
+
−
Clicking the '''Show All Tasks/Milestones''' command '''unhides''' the '''absorbed''' task bar/milestone symbol’s '''name label '''back to the location where it resided before the '''Absorption''' action took place. We recommend that you use the '''UNDO''' function if you want to '''unabsorb''' if it can be performed immediately after the '''absorb''' function is applied.
+
  
 
==Related Links==
 
==Related Links==
  
−
[[Selecting Task/Milestone Shapes and Text Labels for Version 7.0 | Selecting Task/Milestone Shapes and Text Labels]] <!--9.1.1-70-->
+
[[Manual Editing of Task Links for OnePager Pro for Version 7.0 | Manual Editing of Task Links for OnePager Pro)]] <!--19.4.1-70-->
  
−
[[Resolving Task Bar Name Label Collisions for Version 7.0 (Portal) | Resolving Task Bar Name Label Collisions (Portal)]] <!--9.7.1-70-->
+
[[Template Only Features for Version 7.0 (OnePager Pro) | Template Only Features-OnePager Pro]] <!--24.1.1-70-->
  
−
[[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]] <!--13.0.1-70-->
+
[[Template Only Features for Version 7.0 (OnePager Express) | Template Only Features-OnePager Express]] <!--24.2.1-70-->
  
−
[[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.0 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-70-->
+
[[Advanced Tab for OnePager Pro for Version 7.0 | Advanced Tab for OnePager Pro]] <!--21.13.1-70-->
  
−
[[Manual Editing of Task Links for OnePager Pro for Version 7.0 | Manual Editing of Task Links for OnePager Pro]] <!--19.4.1-70-->
+
[[Advanced Tab for OnePager Express for Version 7.0 | Advanced Tab-OnePager Express]] <!--21.14.1-70-->
  
−
(17.0.1-70)
+
(18.0.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
−
[[Category:Absorbing/Unabsorbing]]
+
[[Category:Virtual Summary Tasks]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
 +
[[Category:Name Label Collision Avoidance]]
 +
[[Category:Escape Methods]]
 
[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
 
[[Category:Charts]]
 
[[Category:Charts]]
−
[[Category:Task Links]]
 
−
[[Category:Name Label Collision Avoidance]]
 
−
[[Category:Escape Methods]]
 
−
[[Category:OnePager - Tool Bar]]
 
 
[[Category:Templates]]
 
[[Category:Templates]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
 +
[[Category:Task Links]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]

Revision as of 20:12, 14 January 2021

About Creating and Managing Virtual Summary Tasks

A virtual summary task (VST) is a summary task bar created by OnePager that does not exist in Microsoft Project or Excel. It represents the start date and end date of two or more constituent task bars or milestone symbols. In this respect the VST is a OnePager summary task displayed in the chart. OnePager computes the start and end dates of a VST as its constituent task dates change from snapshot to snapshot. It also constructs baselines, percent complete bars, and critical path segments (One Pager Pro (OPP) only) for task bars being summarized. The illustrations and examples in this article are from OnePager Pro.

Creating and Undoing Virtual Summary Tasks

Make a Virtual Summary Task

To create a Virtual Summary Task (VST), follow these steps.

1) Select the first task bar or milestone symbol.
2) Use the CTL+Left-Click method to select the second (and third, fourth, etc.) constituent task bars and milestone symbols. Or use the Lasso method to select the desired task bars or milestone symbols.
3) Right-click on any of the selected task/milestone symbols to access the task bar right-click context menu shown below.
4) Click the Make into virtual summary task command as shown below:
P70-18 0 1-70-(1)-09282020.png

The chart now looks like this:

P70-18 0 1-70-(2)-09282020.png

If there are Task Links associated with the selected task bars their Task Links are not shown in the resulting VST.

Unmake a Virtual Summary Task

To unmake the VST, right-click on the VST to access the task bar right-click context menu, and click the Unmake virtual summary task command in the context menu.

P70-18 0 1-70-(3)-09282020.png

When a VST is unmade, any Task Links associated with the participating selected task bars are restored.

Setting Percent Complete for Virtual Summary Tasks

Because a VST is really a collection of several other task bars, it is not always clear how to define its percent complete value. By default, the percent complete for a VST is computed by OnePager so that the progress bar touches the time now line even if the Time Cursor is displayed or not in the chart as shown below:

P70-18 0 1-70-(4)-09282020.png

This value cannot always be appropriate because of the positions of the selected task bars with respect to the time now vertical line (usually the snapshot date). In some cases there won’t be a percent complete calculated or in other cases the percent complete can be illogical. You can override this default and set the percent complete value manually by using these steps. Right-click the VST to access the task bar right-click context menu and then click the Set % complete of virtual summary task command shown below:

P70-18 0 1-70-(5)-09282020.png

Enter the new percent complete value and click OK.

P70-18 0 1-70-(6)-09282020.png

After clicking the OK button, the VST and its percent complete bar look like this:

P70-18 0 1-70-(6Z)-09282020.png

Critical Path Segments in Virtual Summary Tasks

OnePager Pro consolidates critical path segments into the VST from the constituent individual task bars and milestone symbols. This feature is not available in OnePager Express (OPX) because OPX does not process percent complete information. In the OnePager Pro chart below, there are four (4) task bars that are selected to become part of a VST:

P70-18 0 1-70-(6A)-09282020.png

When the VST is created, the VST itself looks like this with consolidated critical path segments.

P70-18 0 1-70-(6B)-09282020.png

Displaying Milestone Symbols on Virtual Summary Tasks

Many users often represent their charts entirely with milestone symbols normally to focus attention to start dates and finish dates as shown here with milestone symbols represented at finish dates:

P70-18 0 1-70-(6C)-09282020.png

OnePager can represent any VST configured under circumstances where a VST is created from milestone symbols only, displays the VST bar with the collected milestone symbol shown on top of the bar as illustrated below:

P70-18 0 1-70-(7)-09282020.png

To control the use of this feature, a checkbox was added to the Chart Properties form’s Advanced tab’s, Display options control group called Overlay VST element to turn this feature ON and OFF as shown below:

P70-18 0 1-70-(8)-09282020.png

The same checkbox is also available in the Template Properties form’s Advanced tab in the same control group to set the feature on for all charts and snapshots created under that Template.

It is strongly recommended that you hide the task bar name labels for the task bars or milestone symbols you select to become members of the VST. This is because without hiding the task bar name labels they will appear overlaid onto the VST along with the task bar and/or milestone symbol selected to participate. This consequence may cause task bar name label collisions on the VST task bar that may be unwanted.

As another example, using the BlueGrass... chart shown below where the seven (7) original task bars are now represented as milestone symbols at the START DATE and again hide the task bar name labels to better illustrate the result:

P70-18 0 1-70-(9)-09282020.png

With the Overlay VST elements checkbox checked ON, a VST is created as described in the previous section. The resulting VST looks like this:

P70-18 0 1-70-(10)-09282020.png

If you want to move the VST to another row or swimlane, there are two (2) recommended approaches on how to do this efficiently.

First Recommendation

If the VST and milestone symbol configuration is the only thing in the row or swimlane, it is recommended that the move be done by making the move as a row or swimlane move versus trying to select the VST as a task bar and move the task bar individually. The reason is that the overlays of milestone symbols are separate graphics from the VST task bar and do not move with the VST task bar.

Second Recommendation

If the VST and milestone symbols configuration occupy a row or swimlane with other task bars/milestone symbols, we recommend that you lasso the entire configuration which selects all task bars/milestone symbols and with the selection lasso active, make the move up or down for the selected task bars/milestone symbols.

Caution

The Overlay VST elements checkbox is intended to be used ONLY with milestone symbols. Accordingly, if the Overlay VST elements checkbox is checked ON and task bars are being made into a VST the results may not be appropriate for your needs. Further, making Virtual Summary Tasks with the Overlay VST elements checkbox checked ON also brings the task bars/milestone symbol's name labels into the VST which may further complicate the look of the resulting VST.

Task Links and Virtual Summary Tasks (VST)

If you are creating or editing Virtual Summary Tasks (VST) that have either Data-Driven or manual Task Links, it is important to be aware of how those Task Links appear after the creation or editing processes are complete. Any Task Links associated with the VST task bar/milestone symbols are hidden in the resulting VST representation.

For more information on the subject of Task Links and Virtual Summary Tasks, please see this section in the article at: Manual Editing of Task Links for OnePager Pro - Task Links and Virtual Summary Tasks (VST)

Related Links

Manual Editing of Task Links for OnePager Pro)

Template Only Features-OnePager Pro

Template Only Features-OnePager Express

Advanced Tab for OnePager Pro

Advanced Tab-OnePager Express

(18.0.1-70)

Retrieved from "https://wiki.onepager.com/wiki/index.php?title=Testing_Article1&oldid=34787"