Difference between revisions of "Testing Article1"

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(Legend Width and Height Resizing Controls)
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==About Legend Editing==
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==About Template Properties Form Only Features==
  
The '''Legend''' can be '''shown''' or '''hidden''' in the chart as described in this article: [[Managing the Legend in the Chart for Version 7.0 | Managing the Legend in the Chart]] <!--15.1.1-70-->
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Because the '''Template Properties''' and '''Chart Properties''' forms are similar, this article only covers the areas of the '''Template Properties''' form that are different from the '''Chart Properties''' form.
  
Additionally, the above article reference describes on how to '''move and resize''' the '''Legend''' in the chart.
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For more information on '''Template Properties''' and '''Chart Properties''' forms, please see the articles at: [[Core Concepts for OnePager 7.0 (Portal) | Core Concepts (Portal)]] <!--4.0.1-70--> and [[Templates versus Charts for Version 7.0 | Templates versus Charts]] <!--4.3.1-70-->
  
Further, '''Legend positioning options''' are discussed in the article at: [[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]] <!--15.2.1-70-->
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You should familiarize yourself with the '''Chart Properties''' form before reading this article.
  
The purpose of this article is to describe:
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For more information on the '''Chart Properties''' form, please see the article at: [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
  
:1) The '''controls''' available for '''editing''' the '''Legend''' '''globally''' before a chart is created
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==A Few Words On Template Properties Forms==
  
:2) '''Editing '''operations using the '''Chart Properties''' form
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===Permanent Template Properties Forms===
  
:3) '''Editing the Legend''' in the chart with the '''Legend’s context menu'''
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Chronicle Graphics, Inc. ships/distributes OnePager Pro ('''OPP''') with one pre-defined '''permanent Template Properties''' forms that you cannot accidentally '''delete'''.  The '''permanent Template Properties ''' form has the word '''Permanent''' in its name.  The '''permanent Template Properties form cannot be edited''' hence all the control features on each tab are '''disabled'''.
  
:4) '''Editing''' individual '''Legend items''' with their '''context menu'''.
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===Metric Versus Non-Metric===
  
==Legend Global Editing==
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Within a '''Template Properties''' form there are settings which are '''distance measures''' that must be considered when building the chart.  These include the '''height''' of individual '''rows''', the '''height''' of the '''percent-complete bar''' within a task bar, and the like. 
  
'''Global''' settings for the '''Legend''' are found in the '''Template Properties''' form’s '''Legend''' tab as shown below:
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OnePager supports two measurement conventions:  (1) English ('''inches''') and (2) Metric ('''centimeters''').  For convenience, you can identify a '''Metric''' based '''Template Properties''' form because the word '''(metric)''' is included in the title.  And these two sets of '''Template Properties''' forms are separated by default into '''English''' and a '''Metric sub-folder''' of the default '''Templates''' folder.
  
<center>[[File:X70-15_3_2-70-(1-1)-09162020.png]]</center>
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==Template Properties Form's Main Tab==
<!--<center>X70-15_3_2-70-(1-1)-09162020.png</center>-->
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As shown above, the controls in the '''Legend '''tab are '''enabled''' when the '''Show legend''' checkbox is checked '''ON'''.  Otherwise, all the controls in the '''Legend '''tab are '''disabled'''.
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The '''Main''' tab of the '''Template Properties''' form differs slightly from the '''Chart Properties''' form.   
  
Above are the '''default''' setting for the '''Legend''' provided with all distributed '''Templates Properties''' for OnePager Express.  Making '''edits''' to these settings impacts the '''Legend’s properties''' for all charts created with the '''edited Template Properties''' form.  These '''Legend '''settings are carried forward to the '''Chart Properties''' form for all charts created with the associated '''Template Properties '''form and its settings in the '''Legend '''tabSince the controls shown above for the '''Template Properties''' form’s '''Legend '''tab are identical to the controls for the '''Legend '''tab in the '''Chart Properties''' form, discussion of each control is focused on the '''Chart Properties '''form’s '''Legend '''tab in the section that follows.
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The '''Template Properties''' form does not have entry controls for the '''Start date''', '''End date''', '''Title''', because '''dates''' are systematically produced by OnePager based on the earliest '''start date''' and '''latest finish dates''' in your '''source plan''' dataThe '''Title''' is something you designate as you '''create the new''' chart with the OnePager choices ('''OPC''') form.
  
==Using the Chart Properties Form’s Legend Tab==
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<center>[[File:P70-24_0_1-70-(2)-11302020.png]]</center>
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<!--<center>P70-24_0_1-70-(2)-11302020.png</center>-->
  
The '''Legend '''tab for the '''Chart Properties''' form looks like this:
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The '''Colors''' control group provides access to the '''Color Palette''' controls for '''creating''' and '''editing Color Palettes'''.  Additionally, the '''Colors''' control group contains all the controls for setting the '''Chart Background''' and access to the '''Set line properties''' form and its sub-tabs through the '''Borders, frames, and time-cursor properties''' button shown here:
  
<center>[[File:X70-15_3_2-70-(2-1)-09162020.png]]</center>
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<center>[[File:P70-24_1_1-70-(2)-11302020.png]]</center>
<!--<center>X70-15_3_2-70-(2-1)-09162020.png</center>-->
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<!--<center>P70-24_1_1-70-(2)-11302020.png</center>-->
  
As with the '''Template Properties''' form’s '''Legend''' tab, the controls in the '''Chart Properties''' form’s '''Legend''' tab are not '''enabled''' and cannot be '''edited''' until the '''Show legend''' checkbox is checked '''ON'''.  In the sub-sections that follow, each of the control groups and controls are discussed in detail.
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The controls for '''Row Borders''' can be found in the '''Template Properties''' form's '''Rows/Swimlanes''' tab at each of the three '''sub-tabs''' in the '''Swimlanes''' control group.  For more information on '''Row Borders''', please see the article at:  [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70-->
  
===Layout Control Group===
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The '''Task Selection''' control group provides a convenient place in the '''Template Properties''' form for you to preset the method you want to use for '''importing''' task/milestone information from your Microsoft Project '''source plan'''.
  
The '''Layout''' control group consists of two (2) radio buttons that position the '''Legend''' either '''vertically''' in the chart or '''horizontally''' in the chart.  The '''default''' setting is '''Vertical''' and OnePager positions the '''Legend''', when '''shown''', in the '''upper right corner '''of the '''graph'''.  The illustration below shows the '''Legend '''with the '''Horizontal''' radio button selected.
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==Template Properties Form's Time Axis Tab==
  
<center>[[File:X70-15_3_2-70-(3)-10142019.png]]</center>
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The '''Time Axis''' tab provides additional '''Time Axis creation''' and '''editing''' capabilities and '''centralizes all time axis''' related controls at one '''Template Properties''' form tab. The same intent is true for the '''Chart Properties''' form's '''Time Axis''' tab. The '''Time Axis''' tab for the OnePager Pro '''Template''' form is shown below:
<!--<center>X70-15_3_2-70-(3)-10142019.png</center>-->
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OnePager initially positions the '''Horizontal Legend''' at the bottom of the '''graph'''. You can perform all the '''re-positioning''', '''resizing''', and '''editing''' operations on the '''Horizontal Legend''' as are available for the '''Vertical Legend'''.  Additionally, the '''Horizontal Legend’s context menu''' can be accesses as well as each individual '''Legend Item’s context menu''' and all allowable '''edits''' can be made.  The '''Horizontal Legend''' can be reconfigured to the '''Vertical Legend '''at any time and any '''edits''' made to the '''Horizontal Legend''' are retained in the '''Vertical Legend'''.
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<center>[[File:P70-24_1_1-70-(3)-11302020.png]]</center>
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<!--<center>P70-24_1_1-70-(3)-11302020.png</center>-->
  
===Legend-Item and Legend-Title Font Editing Controls===
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The controls in the '''Time Axis''' tab are identical to those in the '''Chart Properties''' form's '''Time Axis''' tab.  For more information on the '''Time Axis''' tab, please see the article at:  [[Modifying the Time Axis for Version 7.0 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-70-->
  
There are two sets of controls for '''editing font properties''' of the '''Legend-items''' and '''Legend-title'''.  For both sets of controls, clicking the dropdown button in the window to the immediate right of the control’s label access the standard '''Font properties''' form as shown below:
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==Template Properties Form's Rows/Swimlanes Tab==
  
<center>[[File:X70-15_3_2-70-(4-1)-09162020.png]]</center>
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The '''Rows/Swimlanes''' tab provides additional '''Rows/Swimlanes creation''' and '''editing''' capabilities and '''centralizes all rows and swimlanes''' related controls at one '''Template Properties''' form tab. The same intent is true for the '''Chart Properties''' form's '''Time Axis''' tab.  The '''Rows/Swimlanes''' tab for the OnePager Pro '''Template Properties''' form is shown below:
<!--<center>X70-15_3_2-70-(4-1)-09162020.png</center>-->
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There are six (6) controls in the '''Font properties''' form shown above which are standard in most applications involving '''text editing'''.
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<center>[[File:P70-24_1_1-70-(4)-11302020.png]]</center>
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<!--<center>P70-24_1_1-70-(4)-11302020.png</center>-->
  
These controls include:
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For more information on the '''Rows/Swimlanes''' tab, please see the articles at: [[Creating and Editing Rows and Swimlanes for Version 7.0 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-70-->
  
:1) the '''Font Style''', implemented as a dropdown list, includes the '''font styles''' installed on your computer.
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==Template Properties Form's Task Links Tab==
  
:2)  The '''Size''' control is a dial window where you can either click up or down or type in a desired '''font size''' integer value.
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The '''Task Links''' tab in OnePager Pro provides the capability to preset properties for '''Data-Driven''' and manual '''Task Links''' before a chart is '''created'''.
  
:3) Clicking the '''Color''' dropdown accesses the standard '''Color Chooser''' form.
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<center>[[File:P70-24_1_1-70-(5)-11302020.png]]</center>
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<!--<center>P70-24_1_1-70-(5)-11302020.png</center>-->
  
:4)  The '''Bold''' button is a toggle that sets the selected '''text string''' as '''Bold text'''.
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Of importance is the '''Show task links''' checkbox in the '''Default Task-Link Formatting''' control group shown above.  This checkbox acts as a '''Master Switch''' enabling the '''Task Links''' feature in OnePager Pro.
  
:5)  The '''Italics''' button, also a toggle, sets the selected '''text string '''as ''Italic text''.
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The '''Import predecessors''' checkbox is unchecked or '''OFF''' in OnePager Pro distributed '''Template Properties''' forms.  This avoids an initial cluttering of the chart if there are a large number of '''dependencies imported''' from the Microsoft Project '''source plan'''.  This approach also gives you full control over the '''Task Link import''' process from the chart.  The controls in the '''Task Links''' tab are identical to those in the '''Chart Properties''' form's '''Task Links''' tab.
  
:6)  The '''Underline''' button operates as a toggle that sets the selected '''text strings''' [[Underline]].
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For more information on the '''Chart Properties''' form's '''Task Links''' tab, please see the article at:  [[Editing Task Links with the Chart Properties Form for OnePager Pro for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Pro]] <!--19.3.1-70-->
  
===Legend Position Controls===
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==Template Properties Form's Advanced Tab==
  
The '''Legend position''' control group consists of a dropdown selection list and eight (8) radio buttons.  The four (4) selection options for the dropdown list as shown below:
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The '''Advanced''' tab is shown below.  Most of these parameters in the '''Template Properties''' form are identical to those appearing in the '''Chart Properties''' form.
  
<center>[[File:X70-15_3_2-70-(5-2)-09162020.png]]</center>
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<center>[[File:P70-24_1_1-70-(6)-11302020.png]]</center>
<!--<center>X70-15_3_2-70-(5-2)-09162020.png</center>-->
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<!--<center>P70-24_1_1-70-(6)-11302020.png</center>-->
  
The detailed discussion and proper use of these controls can be found in the article at:  [[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]] <!--15.2.1-70-->
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===Lock Background Checkbox Not Available===
  
===Legend Width and Height Resizing Controls===
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In the '''Template Properties Form’s Advanced''' tab there is no '''Lock background''' checkbox in the '''Display options''' group.  This is an option available '''after''' the chart is '''created'''.
  
There two (2) controls are for '''editing''' the '''width''' and '''length '''of the '''Legend''' box in the chart as shown below:
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===Configuring Multi-Project Imports===
  
<center>[[File:X70-15_3_2-70-(5A-2)-09162020.png]]</center>
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One key difference between the '''Template Properties''' form and '''Chart Properties''' form is the ability to use the '''Template Properties''' form to configure a '''multi-project''' import without the use of some sort of Microsoft Project Integrated Master Schedule ('''IMS''').  
<!--<center>X70-15_3_2-70-(5A-2)-09162020.png</center>-->
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'''Legend resizing''' using the controls in the '''Legend''' tab of the '''Chart Properties''' form is done exactly like using the corresponding controls for the '''Comment box''' at the '''Chart Properties''' form's '''Comment Boxes''' tab.
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For more information on the '''Safely combine tasks from different files''', please see this section in the article at: [[Template Only Features for Version 7.0 (OnePager Pro)#Safely Combine Tasks From Different Files | Safely Combine Tasks From Different Files]] <!--24.1.1-70-->
  
Given the similarity, detailed instructions for using the '''resizing '''controls shown for the '''Comment box''' can be found in this section in the article at:  [[Creating and Managing Comment Boxes for Version 7.0#Box Size Controls for Comment Boxes | Creating and Managing Comment Boxes-Box Size Controls for Comment Boxes]] <!--13.0.1-70-->
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Additional information is available on creating '''Multi-Project''' charts at:   
  
===Background Color Controls===
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<center>
 +
{| class="wikitable"
 +
| [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
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|-
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| [[Creating Various Multi-Charts with OnePager Pro and Express for Version 7.0 (Portal) | Creating Various Multi-Charts with OnePager Pro and Express (Portal)]] <!--8.0.1-70-->
 +
|}
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</center>
  
The '''Background color''' controls for the '''Legend''' are positioned below the '''Width and Height''' controls shown in the illustration above.  Clicking the window’s dropdown button accesses the standard '''Color Chooser''' form.  You can use the standard '''Color Chooser '''form to select a '''background color''' for the '''Legend''' as well as use employ the '''No fill''' feature to give the '''Legend''' an appearance of '''transparency'''.  As with '''resizing the Legend''', the controls and approach for using the '''No fill''' feature is the same as the approach for '''Comment boxes'''. 
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===Safely Combine Tasks From Different Files Checkbox===
  
Detailed instructions for using the '''No fill '''controls shown for the '''Comment box''' can be found in this section in the article at:  [[Creating and Managing Comment Boxes for Version 7.0#Using the No fill Feature | Creating and Managing Comment Boxes-Using the No fill Feature]] <!--13.0.1-70-->
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Checking this checkbox to '''ON''' puts any charts created with this '''Template Properties''' form into the '''Multi-File-Multi-Project Mode'''. The '''Multi-File-Multi-Project Mode''' is specifically designed to support users who want to create '''Multi-Project''' charts from independent Microsoft Project '''source plans without creating''' a Microsoft Project '''Integrated Master Schedule''' ('''IMS''') prior to creating the chart.  This is an '''advanced feature''' and when used, OnePager numbers task bars and milestone symbols imported from the various Microsoft Project '''source plans''' accessed differently than when only a '''single''' project '''source plan''' is '''imported'''.
  
===Controlling Duplication of Legend Items===
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This is done so that OnePager can support the '''creation''' of subsequent '''snapshots''' for the '''Multi-File-Multi-Project''' chart in the future.  Once you adopted this scheme for the chart being '''created''', it is '''not possible to update''' the chart in the future in the default '''Single-File-Single-Project Mode.'''  To enforce this requirement, the '''OPP’s''' '''Chart Properties''' form’s '''Advanced''' tab shows the '''Safely combine tasks from different files''' checkbox but the command is '''disabled'''.
  
The OnePager '''Legend''' can '''show''' all task bars and milestone symbols even if several of them have the same '''Color''' and '''Shape'''.  This often resulted in unnecessarily busy-looking '''Legends'''.   There is a control in the '''Template Properties''' and '''Chart Properties''' forms at the '''Legend''' tab giving you a checkbox to specifically tell OnePager '''Do not duplicate task/milestones''' items in the '''Legend '''regardless of their differences in '''color''' and/or '''shape'''.   This is shown in the '''Chart Properties''' form’s '''Legend''' tab below:
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<center>[[File:P70-24_1_1-70-(7)-11302020.png]]</center>
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<!--<center>P70-24_1_1-70-(7)-11302020.png</center>-->
  
<center>[[File:X70-15_3_2-70-(6-1)-09162020.png]]</center>
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==Template Properties Form's Field Mappings Tab==
<!--<center>X70-15_3_2-70-(6-1)-09162020.png</center>-->
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As an example, the '''Legend''' below shows both a green milestone symbol item and red task bar with the '''Do not duplicate tasks/milestones''' checkbox checked '''OFF''':
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The '''Field Mappings''' tab in the '''Template Properties''' form for OnePager Pro looks like this:
  
<center>[[File:X70-15_3_2-70-(7)-10142019.png]]</center>
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<center>[[File:P70-24_1_1-70-(8)-11302020.png]]</center>
<!--<center>X70-15_3_2-70-(7)-10142019.png</center>-->
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<!--<center>P70-24_1_1-70-(8)-11302020.png</center>-->
  
When the checkbox is checked '''ON''', only the task bar for each '''color''' appears in the '''Legend'''.  '''Legend items''' for milestone symbols can be suppressed by checking the '''Do not duplicate tasks/milestones''' checkbox is checked '''ON''' as shown below: 
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===Basic and Date Mappings===
  
<center>[[File:X70-15_3_2-70-(8)-10142019.png]]</center>
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OnePager uses '''source fields''' for many purposes : (1) displaying task names, (2) displaying start dates, (3) assigning colors to tasks, and (4) grouping rows into swimlanes.
<!--<center>X70-15_3_2-70-(8)-10142019.png</center>-->
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On occasion, it can become necessary when checking the '''Do not duplicate tasks/milestones''' checkbox '''On and Off '''to right-click on the '''Legend''' and then click the '''Rebuild Legend''' command in the '''context menu '''as shown below:
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The use of a '''source field''' for a purpose is called a '''field mapping'''.  The eight (8) dropdown lists shown above that are pre-set to important '''field mappings''' that are collected in the '''Field Mappings''' tab page.  The other '''field mappings''' are on the '''Rows/Swimlanes''', '''Task Bars''', and '''Milestone Symbols''' tab pages of the '''Template Properties''' form.  Some '''field mappings''' (e.g. percent-complete) appear both here and on other '''Template Properties''' form tab pages.
  
<center>[[File:P70-15_3_1-70-(9)-10102019.png]]</center>
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The '''Field Mappings''' tab in the '''Template Properties''' form is also available in the '''Chart Properties''' form.  Each dropdown list contains the '''source fields''' that have the correct data type(s) for the  purpose.  For example, in the '''Basic Mappings''' control group, the '''Critical-path''' field dropdown contains only '''Boolean and numeric''' fields from Microsoft Project. And the dropdown lists in the '''Date Mappings''' control group contain only Microsoft Project '''date''' fields.  These mappings are useful if your standard field usage differs and you want to avoid having to constantly make the changes on the second page of OnePager choices ('''OPC''') form shown below:
<center>P70-15_3_1-70-(9)-10102019.png</center>-->
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Performing this action tells OnePager to re-scan the '''graph '''and '''rebuild '''the '''Legend''' to assure that the appearance of the '''Legend''' corresponds to the information displayed in the '''Chart Editor'''.
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<center>[[File:P70-24_1_1-70-(9)-11302020.png]]</center>
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<!--<center>P70-24_1_1-70-(9)-11302020.png</center>-->
  
===Make Title Automatically and Legend Title===
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For more information on the '''Field Mappings''' feature, please see this section in the article at:  [[Field Mappings Tab for OnePager Pro for Version 7.0#Basic Mappings | Field Mappings Tab for OnePager Pro - Basic Mappings]] <!--21.15.1-70-->
  
The '''Make title automatically''' checkbox, when checked '''ON''' (the '''default setting'''), tells OnePager to automatically generate the '''Legend title '''based on the Microsoft Excel '''source plan '''field '''name''' selected for '''Task Bar/Milestone Fill Color''' on the '''Task Bars''' or '''Milestone''' tabs on the '''Chart Properties''' form shown here:
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===Task Bar/Milestone Symbol Identity Mapping===
  
<center>[[File:X70-15_3_2-70-(10-1)-09162020.png]]</center>
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The '''Task/Milestone Identity Mapping''' control group lets you select a Microsoft Project '''field''' that can be used to '''uniquely identifies each task bar'''.  '''Uniquely identifying each task bar or milestone symbol''' is always important when you plan to '''update''' your chart later on, but you normally do not need to change this '''field mapping''' because the '''default mapping''' works just fine.  OnePager uses the Microsoft Project  '''Unique Id field''' to identify each task in the '''source plan''', enabling preservation of each task bar’s '''color''', '''labeling''', and '''vertical location''' as you '''import new''' or '''modified data''' in '''later updates''' of the chart.
<!--<center>X70-15_3_2-70-(10-1)-09162020.png</center>-->
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When the checkbox is checked '''OFF''', as shown below, the '''Legend title''' window under the '''Make title automatically '''checkbox is '''enabled''' and you can enter any desired '''Legend title''' for the '''Legend '''box displayed in the chart.
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For '''source plans''' that are Microsoft Project .MPP files, the default mapping is to the Microsoft Project '''Unique ID''' field.  When the '''source plan''' resides on Microsoft Project Server or Microsoft Project Online and you '''import directly from the server''', the '''default mapping''' change automatically to the Microsoft Project '''GUID field'''.  If you opt to change the '''Unique Id''' mapping away from these reliable defaults, make sure that the new '''source''' field has a '''unique value for each task bar or milestone symbol'''.  Keep in mind that once you '''create''' a chart with a '''Unique Id''' mapping, it is '''nearly impossible to change''' your mind about how task shapes are to be identified.    Change this mapping away from the '''default only''' if you have a good reason to do so and are sure that the field contains '''no duplicate values'''.
  
<center>[[File:X70-15_3_2-70-(11-1)-09162020.png]]</center>
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To map an alternate '''Unique Id''' field, use the dropdown menu shown in the illustration below:
<!--<center>X70-15_3_2-70-(11-1)-09162020.png</center>-->
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If the above illustrated '''edits''' are applied, the '''Legend '''looks like this:
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<center>[[File:P70-24_1_1-70-(10)-11302020.png]]</center>
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<!--<center>P70-24_1_1-70-(10)-11302020.png</center>-->
  
<center>[[File:X70-15_3_2-70-(12)-10142019.png]]</center>
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When  changing to an alternate '''Unique Id''' field, OnePager will display a warning message as follows:
<!--<center>X70-15_3_2-70-(12)-10142019.png</center>-->
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If the '''Make title automatically '''checkbox is subsequently rechecked '''ON''', the '''Legend title''' window is '''disabled'''. Its '''edited''' contents may remain in the window and the '''title of the Legend''' in the chart reverts to the '''Legend title '''selected for '''Task Bar/Milestone Fill Color''' on the '''Task Bars''' or '''Milestone''' tabs on the '''Chart Properties''' form as shown here:
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<center>[[File:P70-24_1_1-70-(11)-11302020.png]]</center>
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<!--<center>P70-24_1_1-70-(11)-11302020.png</center>-->
  
<center>[[File:X70-15_3_2-70-(13-2)-09162020.png]]</center>
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For more information on the '''Task/Milestone Identity Mapping''' feature, please see this section in the article at: [[Field Mappings Tab for OnePager Pro for Version 7.0#Task/Milestone Identity Mapping | Field Mappings Tab for OnePager Pro - Task/Milestone Identity Mapping]]. 21.15.1-70
<!--<center>X70-15_3_2-70-(13-2)-09162020.png</center>-->
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The '''Make title automatically''' checkbox and the '''Legend title''' window are '''disabled '''on the '''Template''' form’s '''Legend '''tab.
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===Field Splitting===
  
===Show Legend On: Control Group===
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The '''Field Splitting''' control group lets you '''split each task''' into a '''set of nearly-duplicate task shapes''' based upon a '''comma-separated''' list of values in some '''source plan field'''.  For example, you could '''split a task''' that had three '''Resource Names''' assigned to it into '''three almost-identical task shapes''' that differ only in their value of '''Resource Name'''.  Once you '''create''' a chart with '''field splitting''' turned '''On''', it is not possible to change your mind and go back to '''unsplit''' task shapes for that chart or change to a '''different field for the splitting'''.
  
The '''Show legend on:''' control group is provided to give you specific control over where the '''Legend '''is to appear on '''multi-page outputs'''. The '''default '''setting in the '''Template Properties '''and '''Chart Properties '''form’s '''Legend '''tab is '''All pages'''. You can click the '''Pages '''radio button in the control group to '''enable '''the entry of specific '''output page numbers''' or '''series of page numbers '''in the window to the immediate right of the radio button.
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For more information on '''Splitting and Parsing Columns'''. please see the article at: [[Splitting and Parsing Columns for OnePager Pro for Version 7.0 | Splitting and Parsing Columns-OnePager Pro]] <!--24.4.1-70-->
  
The '''entry window '''accepts:
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==Related Links==
  
:1) Single integer digit values separated by a comma.
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[[Core Concepts for OnePager 7.0 (Portal) | Core Concepts (Portal)]] <!--4.0.1-70-->
  
:2) A starting page number followed by a dash and an ending page number.
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[[Templates versus Charts for Version 7.0 | Templates versus Charts]] <!--4.3.1-70-->
  
:3) Combinations of these are acceptable if separated by a comma as shown below:
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[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
  
<center>[[File:X70-15_3_2-70-(14-1)-09162020.png]]</center>
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[[Creating Various Multi-Charts with OnePager Pro and Express for Version 7.0 (Portal) | Creating Various Multi-Charts with OnePager Pro and Express (Portal)]] <!--8.0.1-70-->
<!--<center>X70-15_3_2-70-(14-1)-09162020.png</center>-->
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===Show or Hide Legend Elements Control Group===
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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-->
  
The '''Show or hide legend elements''' control group provides options for how the '''Legend '''can be configured in the chart.   The '''Show or hide legend elements '''control group is shown here:
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[[Editing Task Links with the Chart Properties Form for OnePager Pro for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Pro]] <!--19.3.1-70-->
  
<center>[[File:X70-15_3_2-70-(15-1)-09162020.png]]</center>
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[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
<!--<center>X70-15_3_2-70-(15-1)-09162020.png</center>-->
+
  
The '''default '''settings in the '''Template Properties '''and '''Chart Properties '''form’s '''Legend '''tab is to have the '''Title''' and '''Color/symbol items''' checkboxes checked '''ON'''. When the '''Gantt-bar diagram '''checkbox is checked '''ON''', with the '''Title '''and '''Color/symbol items''' checkboxes checked '''ON''' as well, the '''Legend''' looks like this:
+
[[Field Mappings Tab for OnePager Pro for Version 7.0 | Field Mappings Tab for OnePager Pro]] <!--21.15.1-70-->
  
<center>[[File:X70-15_3_2-70-(16-1)-09162020.png]]</center>
+
[[Modifying the Time Axis for Version 7.0 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-70-->
<!--<center>X70-15_3_2-70-(16-1)-09162020.png</center>-->
+
  
When the '''Gantt-bar diagram '''and '''Milestone diagram''' checkboxes are checked '''ON''', with the '''Title '''and '''Color/symbol items''' checkboxes checked '''ON''', the '''Legend''' looks like this:
+
[[Template Only Features for Version 7.0 (OnePager Express) | Template Only Features-OnePager Express]] <!--24.2.1-70-->
  
<center>[[File:X70-15_3_2-70-(17-1)-09162020.png]]</center>
+
[[Using Enterprise Custom Fields from Microsoft Project for OnePager Pro for Version 7.0  | Using Enterprise Custom Fields from Microsoft Project for OnePager Pro]] <!--24.3.1-70-->
<!--<center>X70-15_3_2-70-(17-1)-09162020.png</center>-->
+
  
===Freeze Legend When Updating===
+
[[Splitting and Parsing Columns for OnePager Pro for Version 7.0 | Splitting and Parsing Fields-OnePager Pro]] <!--24.4.1-70-->
  
The '''Freeze legend when updating '''checkbox, where the '''default '''setting is '''OFF''', prevents the '''Legend''' from being '''updated''' if new tasks or milestone items are found by OnePager when you '''add or replace a snapshot'''.   To prevent or '''freeze legend updates''', check the '''Freeze legend when updating''' checkbox to '''ON '''in the '''Chart Properties''' form’s '''Legend''' tab as shown below:
+
[[Splitting and Parsing Columns for OnePager Express for Version 7.0 | Splitting and Parsing Fields-OnePager Express]] <!--24.5.1-70-->
  
<center>[[File:X70-15_3_2-70-(18-1)-09162020.png]]</center>
+
(24.1.1-70)
<!--<center>X70-15_3_2-70-(18-1)-09162020.png</center>-->
+
 
+
==Editing the Legend with the Legend Context Menu==
+
 
+
===Legend Context Menu===
+
 
+
Once the '''Legend''' is displayed in the chart, a right click in a white space area accesses the '''Legend context menu''' as shown here:
+
 
+
<center>[[File:X70-15_3_2-70-(19-1)-09162020.png]]</center>
+
<!--<center>X70-15_3_2-70-(19-1)-09162020.png</center>-->
+
 
+
===Legend Context Menu Commands===
+
 
+
The '''Legend context menu''' allows you to make adjustments to the overall format of the '''Legend''' itself with the following controls:
+
 
+
====Hide Legend====
+
 
+
Clicking the '''Hide legend''' command causes the '''Legend''' to disappear from the chart no matter where the '''Legend''' happens to be positioned.    To retrieve the '''Legend''', go to the OnePager '''View''' ribbon tool bar tab and check the '''Legend''' checkbox in the '''Graphic Elements''' group '''ON'''.  You can also go to the '''Chart Properties''' form’s '''Legend''' tab and check the '''Show legend''' checkbox '''ON'''.
+
 
+
====Unhide All Items====
+
 
+
The '''Unhide all items''' command is '''disabled''' unless one or more '''Legend '''items in the displayed '''Legend '''are '''hidden'''.  When the '''Unhide all items '''command is '''enabled''', clicking the command makes all previously '''hidden Legend items''' visible again.
+
 
+
====Rebuild Legend====
+
 
+
The '''Rebuild Legend''' command tells OnePager to scan the chart and '''rebuild''' the '''Legend''' from scratch, incorporating any changes that were made to specific task bars/milestone symbol's properties.  This is normally not necessary, but can be used if you think that the '''Legend''' has gotten out of sync with what is currently in the chart.
+
 
+
====Edit Legend Title …====
+
 
+
This command accesses '''Enter text '''form that  lets you '''edit''' the '''Legend’s title''' as shown below:
+
 
+
<center>[[File:X70-15_3_2-70-(20)-10142019.png]]</center>
+
<!--<center>X70-15_3_2-70-(20)-10142019.png</center>-->
+
 
+
====Title Font…====
+
 
+
'''Title font…'''  This command access the OnePager standard '''Font properties '''form shown below that lets you '''edit''' the six (6) '''font properties''' of the '''Legend title''':
+
 
+
<center>[[File:X70-15_3_2-70-(21)-10142019.png]]</center>
+
<!--<center>X70-15_3_2-70-(21)-10142019.png</center>-->
+
 
+
====Item Font…====
+
 
+
This command also accesses the OnePager standard '''Font properties''' form shown above that lets you '''edit''' the six (6) '''font properties''' of all '''Legend item text '''appearing in the '''Legend''' (as opposed to the '''Legend’s title''').  When '''edits''' are made using the OnePager standard '''Font properties''' form, all displayed '''text Legend items''' are '''edited. '''
+
 
+
====Background Color…====
+
 
+
This commands accesses the OnePager standard '''Color Chooser '''form that lets you select the '''background color''' for the '''Legend'''.  In addition to being able to use any '''color palette '''or '''color''', you have the option to use the '''No fill '''feature for the '''Legend’s background'''.
+
 
+
====Order====
+
 
+
Clicking the '''Order '''command displays an additional '''sub-context menu''' as shown below:
+
 
+
<center>[[File:X70-15_3_2-70-(22)-10142019.png]]</center>
+
<!--<center>X70-15_3_2-70-(22)-10142019.png</center>-->
+
 
+
The '''sub-context menu''' for the '''Order''' command allows you to select any of the four (4) '''sub-commands''' that create the following results:
+
 
+
:1) '''Bring to front'''.  This '''sub-command '''puts the '''Legend''' in front of all other shapes in the chart.
+
 
+
:2) '''Send to back'''.  This '''sub-command '''puts the '''Legend''' behind all other foreground shapes in the chart (but not behind background shapes).
+
 
+
:3) '''Bring forward'''.  Selecting the '''Bring forward sub-command '''option steps the '''Legend’s Z-Axis''' position forward by one increment of '''Z-level'''.  This is not very useful.
+
 
+
:4) '''Send backward'''.  This '''sub-command '''steps the '''Legend''' backward by one '''Z-level'''.  This also is not very useful.
+
 
+
==Editing Legend Items with the Legend Item Context Menu==
+
 
+
===Editing All Task Bars/Milestone Symbols in the Chart from the Legend===
+
 
+
When the '''Legend''' and '''Legend items '''are displayed in the chart, a right click on a specific '''Legend item’s text''' or '''color bar''' accesses the '''legend''' right-click '''context menu''' as shown here:
+
 
+
<center>[[File:X70-15_3_2-70-(23-1)-09162020.png]]</center>
+
<!--<center>X70-15_3_2-70-(23-1)-09162020.png</center>-->
+
 
+
You can also access the '''Edit Legend Item '''form by double-left clicking the '''color bar'''.
+
 
+
===Edit Legend Item Form===
+
 
+
The '''Edit Legend Item '''form has seven (7) specific controls for '''editing''' the '''Legend item’s text''', the task bars/milestone symbol’s '''color''', '''shape''', and the position of the '''Legend item '''in the list of '''Legend items '''in the '''Legend''' as shown in more close up below:
+
 
+
<center>[[File:X70-15_3_2-70-(24)-10142019.png]]</center>
+
<!--<center>X70-15_3_2-70-(24)-10142019.png</center>-->
+
 
+
====Show Legend Item Checkbox====
+
 
+
This checkbox is checked '''ON''' as the '''Legend item '''is '''shown''' and can thereby access the '''Edit Legend item''' form.  Checking the checkbox '''OFF hides''' the '''selected Legend item''' after the '''OK '''button at the bottom of the form is clicked.  To restore the '''hidden Legend item''' to visibility, you must access the '''Legend’s context menu''' as described in the previous section and click the '''Unhide all items '''command which is '''enabled '''in this circumstance.
+
 
+
====Legend Text Window====
+
 
+
When the form is accessed, the '''Legend text window '''contains the '''Legend text '''associated with the '''selected Legend item'''.  To change the '''text content''', type in the new '''Legend item text '''and either continue to '''edit '''or click '''OK '''to apply the change to the '''selected Legend item.'''
+
 
+
====Color====
+
 
+
Clicking the dropdown button on the '''Color''' control accesses the standard '''Color Chooser''' form which is used to change the '''color of all task bars/milestone symbols''' in the chart associated with the '''selected Legend item'''.  Making an '''edit''' of the '''color''' in this way '''updates''' the '''color '''of '''all''' task bar/milestone symbols associated with the '''selected Legend item''' in the current snapshot, historical snapshots, and all future snapshots where the associated task bar/milestone symbol appears.  Some care needs to be exercised when using the '''No fill''' checkbox on the standard OnePager '''Color Chooser '''as checking the '''No fill '''checkbox '''ON''' makes the task bar/milestone symbol essentially '''transparent'''.
+
 
+
To illustrate this, suppose that the '''Prime''' '''Legend item’s color bar ''' is double-left clicked to access the '''Edit Legend Item''' form and the '''Color '''dropdown button is clicked to access the '''Color Chooser''' form where the '''No fill''' checkbox is checked as shown below:
+
 
+
<center>[[File:X70-15_3_2-70-(24A-1)-09162020.png]]</center>
+
<!--<center>X70-15_3_2-70-(24A-1)-09162020.png</center>-->
+
 
+
After you check the '''No fill''' checkbox '''ON''' the '''Color Chooser '''form disappears.  With the action taken in the '''Color Chooser '''form, click the '''OK '''button on the '''Edit Legend Item '''form and the '''Prime '''task bars in the chart look like this:
+
 
+
<center>[[File:X70-15_3_2-70-(24B-1)-09162020.png]]</center>
+
<!--<center>X70-15_3_2-70-(24B-1)-09162020.png</center>-->
+
 
+
As a note,  unchecking the '''No fill''' checkbox to '''OFF''' is a three step process described in this section in the article at:  [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0#Using the No Fill Option of the Color Chooser on Task/Milestone Fill Colors | Using the No Fill Option of the Color Chooser on Task/Milestone Fill Colors]] <!--9.2.1-70-->
+
 
+
====Marker Symbols for Task Bars====
+
 
+
If you select a task bar’s '''Legend item''', the list of available shapes in the '''Marker Symbol''' window scroll list consists of those shapes associated with task bars as shown below:
+
 
+
<center>[[File:X70-15_3_2-70-(24)-10142019.png]]</center>
+
<!--<center>X70-15_3_2-70-(24)-10142019.png</center>-->
+
 
+
====Marker Symbols for Milestones====
+
 
+
If you select a milestone symbol '''Legend item''', the list of available shapes in the '''Marker Symbol''' window scroll list consists of those symbols associated with milestones as shown below:
+
 
+
<center>[[File:X70-15_3_2-70-(25)-10142019.png]]</center>
+
<!--<center>X70-15_3_2-70-(25)-10142019.png</center>-->
+
 
+
====Sequence====
+
 
+
The '''Sequence '''set of controls consist of an '''up arrow '''button, a '''down arrow '''button, and a window for the integer number position of the '''selected Legend item''' in the list.  If the '''selected Legend item''' is the top most '''Legend item '''in the list, the '''up arrow''' button is '''disabled''' because the '''selected Legend item '''cannot be moved further '''up '''in the list.  If the '''selected Legend item '''is the bottom most '''Legend item''' in the list, the '''down arrow''' button is '''disabled''' because the '''selected Legend item '''cannot be moved further '''down '''in the list.  For any '''selected Legend item''' not occupying either a top or bottom position in the list, both '''up''' and '''down arrow '''buttons are '''enabled'''. 
+
 
+
Clicking the '''up arrow '''button once moves the '''selected Legend item up''' one position in the list and '''decrements''' the value in the integer number window by one.  The action is applied to the '''Legend '''when you click the '''OK '''button at the bottom of the '''Edit Legend Item '''form.
+
 
+
In a similar fashion, clicking the '''down arrow '''button once moves the '''selected Legend item down''' one position in the list and '''increments''' the value in the integer number window by one.  The action is applied to the '''Legend '''when you click the '''OK '''button at the bottom of the '''Edit Legend Item '''form.  You can observe the position of any '''selected Legend item''' in the list by '''consulting''' the integer number in the window between the '''up '''and '''down arrow '''buttons.  Whenever the position of a '''selected Legend item changes''' in the list, the value of the integer number in the window is updated.
+
 
+
===Editing a Single Task Bar/Milestone Symbol in the Chart and the Legend===
+
 
+
====Manually Editing A Single Task Bar====
+
 
+
You can '''edit''' a single task bar/milestone symbol in the chart using the '''Change Task/Milestone Properties''' form as described in the article at: [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70-->
+
 
+
Some '''edits''' to individual task bar/milestone symbol '''properties''' can '''add''' entries to the '''Legend''' if the '''edit''' involves a change in '''color''' or '''shape'''.
+
 
+
====Example====
+
 
+
For example, suppose we select a single task bar in the chart with a left click and then click the '''Format… '''button on the OnePager '''Home''' ribbon tool bar tab to access the '''Change Task/Milestone Properties '''form as shown below:
+
 
+
<center>[[File:X70-15_3_2-70-(24C-1)-09162020.png]]</center>
+
<!--<center>X70-15_3_2-70-(24C-1)-09162020.png</center>-->
+
 
+
====Legend Updated====
+
 
+
After making the desired task bar '''edit''', click the '''OK '''button on the '''Change Task/Milestone Properties '''form and the chart and the '''Legend '''looks like this:
+
 
+
<center>[[File:X70-15_3_2-70-(24D-1)-09162020.png]]</center>
+
<!--<center>X70-15_3_2-70-(24D-1)-09162020.png</center>-->
+
 
+
The single '''selected '''task bar exhibits its new '''shape''' and an entry for that '''shape''' is '''added''' to the '''Legend''' as a new '''Legend item'''.
+
 
+
For a more detailed description of other options, please see the section in the article at: [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0#Changing Individual Task/Milestone Shapes | Changing Individual Task/Milestone Shapes]] <!--9.2.1-70-->
+
 
+
==Related Links==
+
 
+
[[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70-->
+
 
+
[[Creating Multi-Page Charts with Version 7.0 (Portal) | Creating Multi-Page Charts (Portal)]] <!--8.6.1-70-->
+
 
+
[[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-->
+
 
+
[[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]]. 13.0.1-70
+
 
+
[[Creating and Managing Free Boxes for Version 7.0#Resizing a Free Box | Creating and Managing Free Boxes-Resizing a Free Box]] <!--14.0.1-70-->
+
 
+
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
+
 
+
[[Legend Tab for Version 7.0 (OnePager Express) | Legend Tab for OnePager Express]] <!--21.7.2-70-->
+
 
+
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
+
 
+
(15.3.2-70)
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[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
[[Category:Legend]]
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[[Category:OnePager Choices Form]]
 +
[[Category:Conditional Formatting]]
 +
[[Category:Task/Milestone Editing]]
 +
[[Category:Charts]]
 +
[[Category:Time Axis]]
 +
[[Category:Task Links]]
 +
[[Category:Enterprise Integration]]
 
[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
[[Category:Charts]]
 
[[Category:OnePager - Tool Bar]]
 
[[Category:Charts]]
 
[[Category:Editing the Chart]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Multi-Page Output]]
 
 
[[Category:Templates]]
 
[[Category:Templates]]
 +
[[Category:Unique ID]]
 +
[[Category:Templates Versus Charts]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
[[Category:OnePager Express]]
+
[[Category:OnePager Pro]]

Revision as of 15:16, 15 January 2021

About Template Properties Form Only Features

Because the Template Properties and Chart Properties forms are similar, this article only covers the areas of the Template Properties form that are different from the Chart Properties form.

For more information on Template Properties and Chart Properties forms, please see the articles at: Core Concepts (Portal) and Templates versus Charts

You should familiarize yourself with the Chart Properties form before reading this article.

For more information on the Chart Properties form, please see the article at: Editing with the Chart Properties form (Portal)

A Few Words On Template Properties Forms

Permanent Template Properties Forms

Chronicle Graphics, Inc. ships/distributes OnePager Pro (OPP) with one pre-defined permanent Template Properties forms that you cannot accidentally delete. The permanent Template Properties form has the word Permanent in its name. The permanent Template Properties form cannot be edited hence all the control features on each tab are disabled.

Metric Versus Non-Metric

Within a Template Properties form there are settings which are distance measures that must be considered when building the chart. These include the height of individual rows, the height of the percent-complete bar within a task bar, and the like.

OnePager supports two measurement conventions: (1) English (inches) and (2) Metric (centimeters). For convenience, you can identify a Metric based Template Properties form because the word (metric) is included in the title. And these two sets of Template Properties forms are separated by default into English and a Metric sub-folder of the default Templates folder.

Template Properties Form's Main Tab

The Main tab of the Template Properties form differs slightly from the Chart Properties form.

The Template Properties form does not have entry controls for the Start date, End date, Title, because dates are systematically produced by OnePager based on the earliest start date and latest finish dates in your source plan data. The Title is something you designate as you create the new chart with the OnePager choices (OPC) form.

P70-24 0 1-70-(2)-11302020.png

The Colors control group provides access to the Color Palette controls for creating and editing Color Palettes. Additionally, the Colors control group contains all the controls for setting the Chart Background and access to the Set line properties form and its sub-tabs through the Borders, frames, and time-cursor properties button shown here:

P70-24 1 1-70-(2)-11302020.png

The controls for Row Borders can be found in the Template Properties form's Rows/Swimlanes tab at each of the three sub-tabs in the Swimlanes control group. For more information on Row Borders, please see the article at: Row and Swimlane Borders

The Task Selection control group provides a convenient place in the Template Properties form for you to preset the method you want to use for importing task/milestone information from your Microsoft Project source plan.

Template Properties Form's Time Axis Tab

The Time Axis tab provides additional Time Axis creation and editing capabilities and centralizes all time axis related controls at one Template Properties form tab. The same intent is true for the Chart Properties form's Time Axis tab. The Time Axis tab for the OnePager Pro Template form is shown below:

P70-24 1 1-70-(3)-11302020.png

The controls in the Time Axis tab are identical to those in the Chart Properties form's Time Axis tab. For more information on the Time Axis tab, please see the article at: Modifying the Time Axis (Portal)

Template Properties Form's Rows/Swimlanes Tab

The Rows/Swimlanes tab provides additional Rows/Swimlanes creation and editing capabilities and centralizes all rows and swimlanes related controls at one Template Properties form tab. The same intent is true for the Chart Properties form's Time Axis tab. The Rows/Swimlanes tab for the OnePager Pro Template Properties form is shown below:

P70-24 1 1-70-(4)-11302020.png

For more information on the Rows/Swimlanes tab, please see the articles at: Creating and Editing Rows and Swimlanes (Portal)

Template Properties Form's Task Links Tab

The Task Links tab in OnePager Pro provides the capability to preset properties for Data-Driven and manual Task Links before a chart is created.

P70-24 1 1-70-(5)-11302020.png

Of importance is the Show task links checkbox in the Default Task-Link Formatting control group shown above. This checkbox acts as a Master Switch enabling the Task Links feature in OnePager Pro.

The Import predecessors checkbox is unchecked or OFF in OnePager Pro distributed Template Properties forms. This avoids an initial cluttering of the chart if there are a large number of dependencies imported from the Microsoft Project source plan. This approach also gives you full control over the Task Link import process from the chart. The controls in the Task Links tab are identical to those in the Chart Properties form's Task Links tab.

For more information on the Chart Properties form's Task Links tab, please see the article at: Editing Task Links with the Chart Properties Form for OnePager Pro

Template Properties Form's Advanced Tab

The Advanced tab is shown below. Most of these parameters in the Template Properties form are identical to those appearing in the Chart Properties form.

P70-24 1 1-70-(6)-11302020.png

Lock Background Checkbox Not Available

In the Template Properties Form’s Advanced tab there is no Lock background checkbox in the Display options group. This is an option available after the chart is created.

Configuring Multi-Project Imports

One key difference between the Template Properties form and Chart Properties form is the ability to use the Template Properties form to configure a multi-project import without the use of some sort of Microsoft Project Integrated Master Schedule (IMS).

For more information on the Safely combine tasks from different files, please see this section in the article at: Safely Combine Tasks From Different Files

Additional information is available on creating Multi-Project charts at:

Basic Workflows (Portal)
Creating Various Multi-Charts with OnePager Pro and Express (Portal)

Safely Combine Tasks From Different Files Checkbox

Checking this checkbox to ON puts any charts created with this Template Properties form into the Multi-File-Multi-Project Mode. The Multi-File-Multi-Project Mode is specifically designed to support users who want to create Multi-Project charts from independent Microsoft Project source plans without creating a Microsoft Project Integrated Master Schedule (IMS) prior to creating the chart. This is an advanced feature and when used, OnePager numbers task bars and milestone symbols imported from the various Microsoft Project source plans accessed differently than when only a single project source plan is imported.

This is done so that OnePager can support the creation of subsequent snapshots for the Multi-File-Multi-Project chart in the future. Once you adopted this scheme for the chart being created, it is not possible to update the chart in the future in the default Single-File-Single-Project Mode. To enforce this requirement, the OPP’s Chart Properties form’s Advanced tab shows the Safely combine tasks from different files checkbox but the command is disabled.

P70-24 1 1-70-(7)-11302020.png

Template Properties Form's Field Mappings Tab

The Field Mappings tab in the Template Properties form for OnePager Pro looks like this:

P70-24 1 1-70-(8)-11302020.png

Basic and Date Mappings

OnePager uses source fields for many purposes : (1) displaying task names, (2) displaying start dates, (3) assigning colors to tasks, and (4) grouping rows into swimlanes.

The use of a source field for a purpose is called a field mapping. The eight (8) dropdown lists shown above that are pre-set to important field mappings that are collected in the Field Mappings tab page. The other field mappings are on the Rows/Swimlanes, Task Bars, and Milestone Symbols tab pages of the Template Properties form. Some field mappings (e.g. percent-complete) appear both here and on other Template Properties form tab pages.

The Field Mappings tab in the Template Properties form is also available in the Chart Properties form. Each dropdown list contains the source fields that have the correct data type(s) for the purpose. For example, in the Basic Mappings control group, the Critical-path field dropdown contains only Boolean and numeric fields from Microsoft Project. And the dropdown lists in the Date Mappings control group contain only Microsoft Project date fields. These mappings are useful if your standard field usage differs and you want to avoid having to constantly make the changes on the second page of OnePager choices (OPC) form shown below:

P70-24 1 1-70-(9)-11302020.png

For more information on the Field Mappings feature, please see this section in the article at: Field Mappings Tab for OnePager Pro - Basic Mappings

Task Bar/Milestone Symbol Identity Mapping

The Task/Milestone Identity Mapping control group lets you select a Microsoft Project field that can be used to uniquely identifies each task bar. Uniquely identifying each task bar or milestone symbol is always important when you plan to update your chart later on, but you normally do not need to change this field mapping because the default mapping works just fine. OnePager uses the Microsoft Project Unique Id field to identify each task in the source plan, enabling preservation of each task bar’s color, labeling, and vertical location as you import new or modified data in later updates of the chart.

For source plans that are Microsoft Project .MPP files, the default mapping is to the Microsoft Project Unique ID field. When the source plan resides on Microsoft Project Server or Microsoft Project Online and you import directly from the server, the default mapping change automatically to the Microsoft Project GUID field. If you opt to change the Unique Id mapping away from these reliable defaults, make sure that the new source field has a unique value for each task bar or milestone symbol. Keep in mind that once you create a chart with a Unique Id mapping, it is nearly impossible to change your mind about how task shapes are to be identified. Change this mapping away from the default only if you have a good reason to do so and are sure that the field contains no duplicate values.

To map an alternate Unique Id field, use the dropdown menu shown in the illustration below:

P70-24 1 1-70-(10)-11302020.png

When changing to an alternate Unique Id field, OnePager will display a warning message as follows:

P70-24 1 1-70-(11)-11302020.png

For more information on the Task/Milestone Identity Mapping feature, please see this section in the article at: Field Mappings Tab for OnePager Pro - Task/Milestone Identity Mapping. 21.15.1-70

Field Splitting

The Field Splitting control group lets you split each task into a set of nearly-duplicate task shapes based upon a comma-separated list of values in some source plan field. For example, you could split a task that had three Resource Names assigned to it into three almost-identical task shapes that differ only in their value of Resource Name. Once you create a chart with field splitting turned On, it is not possible to change your mind and go back to unsplit task shapes for that chart or change to a different field for the splitting.

For more information on Splitting and Parsing Columns. please see the article at: Splitting and Parsing Columns-OnePager Pro

Related Links

Core Concepts (Portal)

Templates versus Charts

Basic Workflows (Portal)

Creating Various Multi-Charts with OnePager Pro and Express (Portal)

Creating and Editing Rows and Swimlanes (Portal)

Editing Task Links with the Chart Properties Form for OnePager Pro

Editing with the Chart Properties form (Portal)

Field Mappings Tab for OnePager Pro

Modifying the Time Axis (Portal)

Template Only Features-OnePager Express

Using Enterprise Custom Fields from Microsoft Project for OnePager Pro

Splitting and Parsing Fields-OnePager Pro

Splitting and Parsing Fields-OnePager Express

(24.1.1-70)