Difference between revisions of "Testing Article1"

From OnePager Documentation
Jump to: navigation, search
(→‎The OnePager Express Where Are My Links? Form)
Line 1: Line 1:
−
==Rules for Importing Data-Driven Task Links – Template  Properties Form Rules==
+
==About Editing With Task Link Filtering Rules==
  
−
The requirements for '''importing Data-drive Task Links''' '''before''' a chart is created are discussed in this article along with rules for '''showing Data-Driven Task Links''' in the chart.
+
===Show and Hiding Task Links===
  
−
The '''“Master”''' switch in the OnePager Express '''Template Properties '''form '''Task Link '''tab’s '''Show task links''' checkbox must be checked '''ON''' as shown here:
+
The '''Task Link Filter rules''' capability allows you to control the '''showing''' (or '''hiding''') of '''Data-driven Task Links''' based upon '''source plan''' '''data field content values'''.  This feature, similar to the '''Conditional Import '''feature, gives you greater control over the tailoring of '''Data-driven Task Links''' for schedule discussions.  The '''Task Link Filter rules''' feature has no influence on whether '''Data-driven Task Links''' are '''imported'''. 
  
−
<center>[[File:X70-19_1_3_2-70-(1)-10072020.png]]</center>
+
'''Task Link Filter rules are''' important for a couple of reasons:
−
<!--<center>X70-19_1_3_2-70-(1)-10072020.png</center>-->
+
  
−
The '''default''' setting for the '''Show task links''' checkbox is checked or '''ON'''.  If this checkbox is unchecked or '''OFF, Data-driven Task Links '''cannot be '''imported '''and manual '''Task Links '''cannot be created or '''shown'''.  In order to '''import Data-driven Task Links''' when a chart is being '''created''', the '''Import predecessors''' checkbox located in the '''Data-Driven Task Links '''control group of the above '''Template Properties '''form’s '''Task Links''' tab must also be checked '''ON''' as shown below:
+
:1) Using '''Task Link Filter rules''' usually reduces the number of '''Task Links showing''' thus reducing '''clutter'''.
  
−
<center>[[File:X70-19_1_3_2-70-(2)-10072020.png]]</center>
+
:2) '''Task Link Filter rules''' allows you to specifically '''show''' '''Data-driven Task Links '''that contribute to the issues you are presenting.
−
<!--<center>X70-19_1_3_2-70-(2)-10072020.png</center>-->
+
  
−
In the '''Template Properties '''form’s '''Task Links '''tab, the '''Import predecessors''' checkbox is normally '''unchecked''' meaning that the '''Data-driven Task Link import '''feature is turned '''OFF'''.  OnePager Express assumes that the '''Predecessors field''' from the Microsoft Excel '''source plan''' is used for the '''Data-driven Task Link''' information source.  OnePager Express only '''imports predecessor data '''from the Microsoft Excel '''predecessor field'''.  Although OnePager Express does not '''import''' '''Successor '''data from your '''source plan''', '''successor '''information''' '''is the inverse on '''predecessor '''information found in your '''source plan'''.  This approach guaranties that all your '''Data-driven''' '''Task Links''' are based on valid information from your Microsoft Excel '''source plan'''.
+
'''Task Link Filter rules '''can be '''written''' for OnePager Pro '''before''' the chart is '''created''' by using the controls in the '''Template Properties '''form or '''after''' by using the controls in the '''Chart Properties''' form.  '''Task Link''' '''Filter rules '''can also be '''edited''' in the chart or after more snapshots are created.
  
−
==Rules for Importing Data-Driven Task Links – Chart Properties Form Rules==
+
===Task Link Filter Rules Are Global===
  
−
The requirements for '''importing data-drive Task Links''' '''after''' a chart is '''created''' are discussed in this sub-section.  Assume for a moment that the current '''Template Properties '''form is configured in the '''Task Links ''' tab such that the '''Show task links''' checkbox is checked '''ON''', the '''Import predecessors''' checkbox is checked '''OFF''', and the chart is '''created''' and looks like this:
+
The '''Task Link Filter Rules '''form, shown below, is '''global''' in that '''Task Link Filter rules''' entered in the form apply to all snapshots.  The application of the rules, however, depends on where you are, in terms of snapshot, as discussed below:
  
−
<center>[[File:X70-19_1_3_2-70-(3)-10072020.png]]</center>
+
<center>[[File:P70-19_2_1-70-(1)-10012020.png]]</center>
−
<!--<center>X70-19_1_3_2-70-(3)-10072020.png</center>-->
+
<!--<center>P70-19_2_1-70-(1)-10012020.png</center>-->
  
−
In this situation, the chart above is '''created without''' the '''import '''of '''Data-driven Task Links''' thus they cannot be '''shown'''.  To '''import '''and '''show''' all '''Data-driven Task Links''', the '''Chart Properties ''' form must be accessed and the '''Import and show links''' checkbox in the '''Data-Driven Task Links '''control group of the '''Chart Properties '''form’s '''Task Links '''tab must be checked '''ON''' as shown here:
+
====Current Snapshot====
  
−
<center>[[File:X70-19_1_3_2-70-(4)-10072020.png]]</center>
+
'''Editing''' a '''Task Link Filter rule '''while you are in the '''current snapshot''' causes OnePager Pro to reconfigure the '''Data-driven Task Links''' that are '''shown''' in the current snapshot to conform to the '''Task Link Filter rule''' '''edits''' made.   When the '''edited''' '''Task Link Filter rule''' is applied, the snapshot in the '''Chart Editor''' can change appearance.
−
<!--<center>X70-19_1_3_2-70-(4)-10072020.png</center>-->
+
  
−
When you click the '''Apply''' or '''OK''' button on the '''Chart Properties''' form, OnePager Express goes back to your '''source plan''', '''imports''' the available '''Dependency '''information, and '''shows''' the '''Data-driven Task Links '''that comply with the '''show''' '''rules''' discussed below.  The revised chart then looks like this:
+
====New Snapshot====
  
−
<center>[[File:X70-19_1_3_2-70-(5)-10072020.png]]</center>
+
If you '''create''' a '''new''' snapshot '''after editing''' a '''Task Link Filter rule''' in an '''existing''' snapshot, the '''new''' '''Task Link Filter rules''' are applied to the '''new '''snapshot only.   Past snapshots are unchanged.
−
<!--<center>X70-19_1_3_2-70-(5)-10072020.png</center>-->
+
  
−
At this point '''Data-driven Task Links''' can be '''edited''' by changing the '''show/hide''' status or by  '''editing '''their '''format properties'''. 
+
====Existing Past Snapshots====
  
−
For more information on '''editing Task Links''', please see the articles at:  [[Editing Task Links with the Chart Properties Form for OnePager Express for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Express]] <!--19.3.2-70--> and [[Manual Editing of Task Links for OnePager Express for Version 7.0 | Manual Editing of Task Links for OnePager Express]] <!--19.4.2-70-->
+
Snapshots '''created before''' the '''Task Link Filter rules '''are '''edited '''remain unchanged with regard to the display of task bars/milestone symbols and their associated '''Data-driven Task Links'''.   However, if a '''past snapshot''' is '''refreshed''' by performing a snapshot '''UPDATE''' workflow''' '''of any kind (e.g., '''Replace Dates and progress''' or '''Replace All properties'''); the '''edited''' '''Task Link Filter rule(s)''' in the '''Task Link Filter Rules''' form are applied to the snapshot being '''refreshed '''only.
  
−
==Rules for Showing Data-Driven Task Links==
+
===Task Link Filter Rules in the OnePager Pro Template Properties Form===
  
−
===Rules Regarding Imported Tasks and Milestones===
+
In OnePager Pro, the mechanism for managing '''Task Link Filter rules''' is the '''Task Link Filter Rules''' form which can be accessed from the '''Template Properties''' or '''Chart Properties''' form’s '''Task Link '''tab in the '''Data-Driven Task Link '''control group of the form. The illustration below shows the '''Template Properties '''form '''Task Links''' tab’s '''Data-Driven Task Link '''control group set up to '''import Task Links'''. 
  
−
Although OnePager Express '''imports''' all '''Dependency '''information when the conditions stated above are met, '''Data-driven Task Links''' are not always eligible to be '''shown '''in the chart unless the conditions stated below are also met.  For a '''Data-driven Task Link''' to be '''shown '''in the chart, its '''source plan predecessor '''and '''successor''' tasks must be '''Flagged '''for '''import''' by OnePager Pro.  If either the '''source plan predecessor''' or '''successor''' task in the pair is '''not imported''', OnePager Express cannot '''show''' its associated '''Data-driven Task Link''' although the '''Dependency''' information is '''imported'''.
+
The '''Import predecessors''' checkbox is checked '''ON'''.
  
−
One or both of the '''source plan Predecessor/Successor''' pair of tasks '''must be''' within the '''Start/Finish Date boundaries''' for the chart for the corresponding '''Data-driven Task Link''' to be '''shown'''.  OnePager Express shows '''Data-driven Task Link connection lines '''to tasks that are outside the '''Start/Finish Date boundaries''' as long as one of the pair is within the '''boundaries'''.
+
<center>[[File:P70-19_2_1-70-(2)-10012020.png]]</center>
 +
<!--<center>P70-19_2_1-70-(2)-10012020.png</center>-->
  
−
===Rules Regarding Hiding Predecessor or Successor Task/Milestone(s)===
+
In the '''Template Properties''' form’s '''Data-Driven Task Links''' control group above, the '''Import predecessors''' checkbox must be checked '''ON''' for '''Data-driven Task Link import''' actions to take place.  Once this checkbox is checked '''ON''', the '''Filter Links''' control sub-group of the form and its controls are '''enabled'''.  Within the '''Filter Links''' control sub-group you have the option to select the '''Show All''' radio button or to select the '''Use Rules''' radio button.  Selecting the '''Show all''' radio button tells OnePager to '''show all Data-driven Task Links''' '''imported'''.  Selecting the '''Use Rules''' radio button '''enables''' the '''Manage Rules…''' button to the right. 
  
−
If you '''hide''' a '''predecessor '''or '''successor '''task bar/milestone symbol that was previously '''imported''', the task bar/milestone symbol is '''hidden'''.  Any associated '''Task Links '''('''Data-driven''' or manual) '''are''' '''hidden'''.  And the '''Where Are My Links? '''form (see the subsection following) contains an entry or entries for the associated '''Task Link(s) '''with the '''Show '''column’s checkbox '''unchecked'''.  The '''Where’s My Stuff!?''' form also has an entry or entries for any of the '''hidden '''task bar/milestone symbol(s). 
+
When '''Manage Rules…''' button is clicked, the '''Task Link Filter Rules''' form appears as shown below:
  
−
For more information on '''hiding''' task bars/milestone symbols and the '''Where’s My Stuff?''' form, please see the articles at:  [[Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels for Version 7.0 | Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels]] <!--9.3.1-70--> and [[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 7.0 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] <!--9.4.1-70-->
+
<center>[[File:P70-19_2_1-70-(1)-10012020.png]]</center>
 +
<!--<center>P70-19_2_1-70-(1)-10012020.png</center>-->
  
−
You are not able to '''check '''the '''Show''' checkbox for such an entry in the '''Where Are My Links?''' form to '''restore''' the '''Data-driven Task Link''' to the '''show status''' as long as its associated task bar/milestone symbol(s) remain '''hidden'''.  A '''tool tip''' is provided when you hover over the '''Show '''column checkbox under these conditions.
+
The '''Task Link Filter Rules '''form has the same general appearance as the '''Conditional Import Rules '''form with the exception of an additional column on the right giving you the option to apply the rule to the '''Predecessor''' task, the '''Successor''' task, or '''both'''.
  
−
To '''restore''' the '''hidden Task Link(s)''' to the '''show''' status you must first '''unhide''' the task bar/milestone symbol(s) by either:
+
For more information on '''Conditional Import ''', please see the article at: [[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70-->
  
−
:1) Using the '''Where’s My Stuff!? '''form to '''unhide''' the '''hidden''' task bar/milestone symbol(s),
+
===Task Link Filter Rules in the OnePager Pro Chart Properties Form===
  
−
:2) Use the OnePager ribbon’s '''Home''' tab's '''Show/Hide''' dropdown list’s '''Show All Task/Milestones''' command, or
+
If you access the '''Chart Properties '''form’s '''Task Links '''tab but you have not yet imported any '''Data-driven Task Link predecessor '''information,''' '''the '''Data-Driven Task Links''' control group on the tab looks like this:
  
−
:3) Use the '''UNDO''' command on the OnePager ribbon if you are able.
+
<center>[[File:P70-19_1_1-70-(2)-09282020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(2)-09282020.png</center>-->
  
−
Once the '''hidden''' task bar/milestone symbol(s) are in the '''show''' status, their '''Task Links''' are changed to the '''show''' status as well.
+
In this situation you can check the '''Show Data-driven links''' checkbox '''ON''' to import '''Data-driven Task Link predecessor '''information from your '''source plan''' and '''enable''' the '''Filter Links '''control sub-group.  If you access the '''Chart Properties''' form’s '''Task Link '''tab [['''after''']] '''Data-driven Task Links''' are '''imported''' and the chart is '''created''', which is the most typical situation, the '''Data-Driven Task Links''' control group of the form looks like this:
  
−
==Managing Task Links in the Chart==
+
<center>[[File:P70-19_1_1-70-(3)-09282020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(3)-09282020.png</center>-->
  
−
After '''Data-driven Task Links''' are '''imported''' and are being '''shown''' in the chart, OnePager Express provides you a tool for managing your '''Task Links''' as described in the following subsections:
+
With task bars/milestone symbols '''imported''' as well as all '''Data-driven Task Links''', the '''Data-Driven Task Links''' control group of the form is altered to show that the''' Filter links''' controls are '''enabled''' giving you access to the '''Show all''' and '''Use Rules''' radio buttons.  Selecting the '''Show all''' radio button tells OnePager Pro to '''show '''all imported '''Data-driven Task Links''' in the current snapshot.
  
−
===The OnePager Express Where Are My Links? Form===
+
Selecting the '''Use Rules''' radio button '''enables''' the '''Manage Rules …''' button.  When this button is clicked '''ON''', OnePager Pro accesses the '''Task Link Filter Rules''' form shown above.  The form is blank (also shown above) or has '''Task Link Filter Rule''' entries that were created in the current '''Template Properties '''form or previously in the '''Chart Properties''' form after a chart was '''created'''. 
  
−
In OnePager Express, the '''Chart Properties '''form '''Task Link '''tab, in the '''Data-Driven Task Links '''control group there is an additional button, the '''Where Are My Links? '''button, as shown here:
+
These '''Task Link Filter rules''' apply to the '''showing''' (or '''hiding''') of '''Data-driven Task Links '''in all snapshots.  The '''Task Link Filter rules '''feature is useful when you desire to configure your chart with '''Data-driven Task Links''' that are associated with task bars/milestone symbols of interest.  While the '''Conditional Import '''feature gives you control over which task bars/milestone symbols are '''imported '''to OnePager, OnePager Pro '''imports '''all''' Data-driven Task Links''' from your '''source plans '''when the feature is turned '''ON'''.  The '''showing ('''or '''hiding''') of '''Data-driven Task Links''' is controlled by the '''Task Link Filter rules'''.
  
−
<center>[[File:X70-19_1_2_2-70-70-(6)-10062020.png]]</center>
+
'''Caution''': Careful consideration of your presentation goals is recommended in order to make the best use of this new feature.
−
<!--<center>X70-19_1_2_2-70-70-(6)-10062020.png</center>-->
+
  
−
The '''Where Are My Links?''' form can also be accessed from the '''Editing''' control group on the OnePager ribbon’s '''Home''' tab by clicking the '''Show/Hide '''dropdown and selecting the '''Where Are My Links? '''command as shown below:
+
==Creating, Editing, and Deleting Task Link Filter Rules==
  
−
<center>[[File:X70-19_1_1_2-70-(4)-10052020.png]]</center>
+
You can write '''Task Link Filter rules''' for '''showing''' (or '''hiding''') '''Data-driven Task Links''' based upon the contents of various '''data''' '''fields''' in your '''source plan'''.
−
<!--<center>X70-19_1_1_2-70-(4)-10052020.png</center>-->
+
  
−
Using either the Chart Properties form’s '''Task '''Links tab or the OnePager ribbon '''Home '''tab accesses the '''Where Are My Links?''' form shown here:
+
===Creating a Data-Driven Task Link Filter Rule - Example===
  
−
<center>[[File:X70-19_1_3_2-70-(8)-10072020.png]]</center>
+
Suppose you only want to '''show''' '''Data-driven Task Links''' associated with task bars/milestone symbols that have '''Start Dates''' that are greater or equal than March 1, 2020.   This can be done by establishing a '''Task Link Filter rule''' in either the '''Template Properties '''form or '''Chart Properties '''form’s '''Task Link Filter Rules''' form.  The first time you access the '''Task Link Filter Rules''' form it is blank. 
−
<!--<center>X70-19_1_3_2-70-(8)-10072020.png</center>-->
+
  
−
The '''Where Are My Links?''' form above lists all the '''Data-driven Task Links shown ('''or '''hidden''') in the current snapshot as well as any manual''' Task Links'''.  The '''Where Are My Links? '''form is '''“snapshot-dependent”''' in that OnePager creates the form’s content based upon the snapshot that is being displayed in the '''Chart Editor '''.  At the top of the form, are controls to '''Filter''' entries showing in the form based upon '''task names''' such that only task bar/milestone symbols that meet the '''task name filtering rule''' appears in the form’s data window. 
+
To write a new rule click the '''Add Rule''' button and the form looks like this:
  
−
For example, if you want to show only those entries that relate to '''Engineering Team 2''' task bar names, type the task bar name into the window provided and click the '''Filter''' button and the '''Where Are My Links? '''form looks like this:
+
<center>[[File:P70-19_2_1-70-(3)-10012020.png]]</center>
 +
<!--<center>P70-19_2_1-70-(3)-10012020.png</center>-->
  
−
<center>[[File:X70-19_1_3_2-70-(9)-10072020.png]]</center>
+
Once the '''Task Link Filter Rule entry''' is '''created''', use the dropdown menus to format the '''Field''', '''Operator''', '''Value''', and '''Applies to''' columns to make your selections. The '''ON''' column in the above form is used to '''activate''' or '''deactivate''' the '''Task Link Filter rule''' should you decide for any reason that you don’t want a particular '''Task Link Filter rule '''applied to the chart.    By default, all '''Added rules''' are configured with the '''ON '''checkbox checked.
−
<!--<center>X70-19_1_3_2-70-(9)-10072020.png</center>-->
+
  
−
After clicking the '''Filter '''button the entries shown in the '''Where Are My Links? '''form’s window are only those where the '''Engineering Team 2''' task bar name appears in either a '''Predecessor''' or '''Successor '''task bar/milestone symbol name regardless of whether the '''Task Link '''is '''showing''' (or '''hidden''').  The current '''show/hide status''' is displayed in the '''Show '''column’s checkboxes.  Clicking the '''Clear Filter''' button restores all the entries in the '''Where Are My Links?''' form and clears the contents of the search window.
+
The chart example below has '''all''' '''Data-driven Task Links hidden''':
 +
 
 +
<center>[[File:P70-19_2_1-70-(4)-10012020.png]]</center>
 +
<!--<center>P70-19_2_1-70-(4)-10012020.png</center>-->
 +
 
 +
If you '''create''' a '''Task Link Filter rule''' that says '''show''' only those '''Task Links''' for '''source plan predecessor '''or '''successor '''task/milestones that have '''Start Dates''' greater or equal to March 1, 2020, the '''Task Link Filter Rule '''form looks like this with the rule added:
 +
 
 +
<center>[[File:P70-19_2_1-70-(5)-10012020.png]]</center>
 +
<!--<center>P70-19_2_1-70-(5)-10012020.png</center>-->
 +
 
 +
When you click '''OK '''on the '''Task Link Filter Rules''' form above and the '''Apply/OK '''button on the '''Chart Properties '''form the chart looks like this:
 +
 
 +
<center>[[File:P70-19_2_1-70-(6)-10012020.png]]</center>
 +
<!--<center>P70-19_2_1-70-(6)-10012020.png</center>-->
 +
 
 +
Taking a look at the '''Where Are My Links?''' form with this '''Task Link Filter rule''' '''enabled''', shows you which '''Data-driven Task Links''' are being shown and which are not as indicated by the checkboxes in the '''Show field''' of the '''Where’s My Links? '''form below:
 +
 
 +
<center>[[File:P70-19_2_1-70-(7)-10012020.png]]</center>
 +
<!--<center>P70-19_2_1-70-(7)-10012020.png</center>-->
 +
 
 +
The result from this '''Task Link Filter rule''' action is to change the chart so that only '''Data-driven Task Links''' associated with '''source plan predecessor '''or '''successor '''task/milestones having '''Start Dates''' greater than or equal to March 1, 2019''' '''are '''shown'''.  This focuses audience’s attention on these '''dependencies'''.  Additional '''Task Link Filter rules '''can be '''added''' or '''edited''' as discussed below.
 +
 
 +
===Other Task Link Filter Rule Form Controls===
 +
 
 +
There are controls in the '''Task Link Filter Rules '''form above and below the grid as shown here:
 +
 
 +
<center>[[File:P70-19_2_1-70-(8)-10012020.png]]</center>
 +
<!--<center>P70-19_2_1-70-(8)-10012020.png</center>-->
 +
 
 +
The '''Copy Rule(s)''' and '''Delete Rule(s) '''buttons work the same way as the same buttons in the '''Conditional Import Rules''' form.
 +
 
 +
There are two (2) radio buttons at the top of the '''Task Link Filter Rules''' form that specifies to OnePager how to handle multiple rules.  The '''ANY of the following rules are true''' radio button says '''show '''the '''Data-driven Task Link''' if '''any one '''of the '''rules''' in the form are '''true'''.  The '''ALL of the following rules are true''' button says '''show''' the '''Data-driven Task Link '''only if '''all''' of the '''rules''' in the form are '''true'''.
 +
 
 +
'''Caution''': Care should be exercised when using these two radio buttons in conjunction with settings in the '''Applies to''' column where you have a choice to make between '''applying '''the individual rule to both '''predecessors '''and '''successors '''(AND) or to either '''predecessor '''or '''successor '''(OR).
 +
 
 +
===More on Creating, Editing, and Deleting Task Link Filter Rules===
 +
 
 +
As mentioned above, the '''formatting''' and '''editing''' of '''Task Link Filter rules''' are identical to the rules for '''creating, editing, and deleting''' '''Conditional Import rules'''.  The meanings of the first four fields in the '''Conditional Import Rules''' form are the same as the first four '''fields '''in the''' Task Link Filter Rues '''form.  The '''Conditional Import Rules '''form is shown below for reference:
 +
 
 +
<center>[[File:P70-19_2_1-70-(9)-10012020.png]]</center>
 +
<!--<center>P70-19_2_1-70-(9)-10012020.png</center>-->
 +
 
 +
For more detailed information on constructing '''Task Link Filter rules''' for OnePager Pro 7.0 Add-in, pleases see this section in the article at: [[Conditional Import for OnePager Pro Add-in for Version 7.0#Overview | Conditional Import Rules for OnePager Pro Add-in – Overview]] <!--7.18.1.1-70-->
 +
 
 +
For more detailed information on constructing '''Task Link Filter rules''' for OnePager Pro Desktop, please see this section in the article at: [[Conditional Import for OnePager Pro Desktop for Version 7.0#Overview | Conditional Import Rules for OnePager Pro Desktop – Overview]] <!--7.18.1.2-70-->
 +
 
 +
You can access the '''Task Link Filter Rules '''form at any time through the '''Chart Properties''' form, select any '''cell''' in any entry, and '''edit '''the contents of that '''cell''' using the dropdown menus or by inserting a new value in the '''Value''' column as required.  When you click '''OK''' buttons in the '''Task Link Filter Rules''' form and the '''Chart Properties '''form, the '''Task Link Filter rule''' '''edit''' is applied.
 +
 
 +
In charts with multiple '''snapshots,''' the entries in the '''Task Link Filter Rules''' form and any '''edits''' made at any time are applied to snapshots in accordance with the cases discussed above.  '''Entries''' in '''Task Link Filter Rules''' form are '''global edits''' and although '''Data-driven Task Links''' are '''snapshot-dependent''', '''Task Links shown''' in a snapshot are conditional on the settings in the '''Task Link Filter Rules''' form and the task bars/milestone symbols that are within the '''Start/Finish Date boundaries '''of the chart in the snapshot being displayed.
 +
 
 +
===The OnePager Pro Where Are My Links? Form===
 +
 
 +
The '''Where’s My Links? '''form can also be accessed through the '''Chart Properties '''form’s '''Task Link '''tab in the '''Data-Driven Task Links '''control group where there is an additional button, the '''Where Are My Links? '''button, as shown here: 
 +
 
 +
<center>[[File:P70-19_1_2_1-70-70-(7)-09292020.png]]</center>
 +
<!--<center>P70-19_1_2_1-70-70-(7)-09292020.png</center>-->
 +
 
 +
The '''Where Are My Links?''' form can also be accessed from the '''Editing''' control group on the OnePager Pro ribbon’s '''Home''' tab by clicking the '''Show/Hide '''dropdown and selecting the '''Where Are My Links? '''command as shown below:
 +
 
 +
<center>[[File:P70-19_1_1-70-(4)-09282020.png]]</center>
 +
<!--<center>P70-19_1_1-70-(4)-09282020.png</center>-->
 +
 
 +
Using either the Chart Properties form’s '''Task Links''' tab or the OnePager ribbon '''Home '''tab accesses the '''Where Are My Links?''' form shown here:
 +
 
 +
<center>[[File:P70-19_1_1-70-(11)-10182019.png]]</center>
 +
<!--<center>P70-19_1_1-70-(11)-10182019.png</center>-->
 +
 
 +
The '''Where Are My Links?''' form above lists all the '''Data-driven Task Links shown ('''or '''hidden''') in the current snapshot as well as any manual''' Task Links'''.  The '''Where Are My Links? '''form is '''“snapshot-dependent”''' in that OnePager Pro '''creates''' the form’s content based upon the snapshot that is being displayed in the '''Chart Editor '''.
  
 
There are four (4) columns in the '''Where Are My Links? '''form.
 
There are four (4) columns in the '''Where Are My Links? '''form.
  
−
In the '''Show '''column (1)''' '''you can check or uncheck any entry’s checkbox to control the '''showing''' (or '''hiding'''), respectively, of the associated '''Task Links. '''
+
In the '''Show '''column (1) you can check or uncheck any entry’s checkbox to control the '''showing''' (or '''hiding'''), respectively, of the associated '''Task Links'''.
  
−
The '''Predecessor''' column (2) and '''Successor '''column (3) provide the '''Task/Milestone Name''' participating respectively in the '''Task Link''' pair.  The numbers in parenthesis following the task name correspond to the '''Task ID''' for Microsoft Excel '''source plans'''.   
+
The '''Predecessor''' column (2) and '''Successor '''column (3) provide the '''Task/Milestone Name''' participating respectively in the '''Task Link''' pair.  The numbers in parenthesis following the task name correspond to the '''Unique ID''' for Microsoft Project '''source plans'''.   
  
−
The '''Source''' column (4) tells you which entries in the form are '''Data-driven Task Links (Imported) '''or which are manual '''Task Links''' ('''Manual'''). The four columns in the form can be '''sorted''' by clicking on the '''column’s header'''.
+
The '''Source''' column (4) tells you which entries in the form are '''Data-driven Task Links (Imported) '''or which are manual '''Task Links''' ('''Manual''').
  
−
Sorting on the '''Show '''column means that you are sorting between checked and unchecked entries.  Sorting on the '''Predecessor''' or '''Successor '''columns means that you are sorting alphanumerically on the contents of the entire field.  Because of the relationship between these two columns, sorting on the '''Predecessor''' column, for example, brings along the corresponding '''Successor''' entry and vice versa.  Sorting on the '''Source '''column means that you are sorting between '''Imported''' and '''Manual '''entries.
+
At the top of the form, are controls to '''Filter''' entries showing in the form based upon '''task names''' such that only task bars/milestone symbols that meet the '''task name filtering condition''' appears in the form’s data window.   
  
−
The '''Use Show/Hide Defaults''' button at the bottom of the form controls the '''resetting of defaults''' for '''showing ('''or '''hiding''')''' Task Links''' based upon the '''Task Link Filter rules '''you established in the '''Task Link Filter Rules '''form.  This button also applies if you are '''Showing All Task Links''' instead of using '''Task Link Filter rules'''. 
+
For example, if you want to show only those entries that relate to '''Engineering Team 2''' task shape names, type the task shape name into the window provided and click the '''Filter''' button and the '''Where Are My Links? '''form looks like this:
  
−
If after establishing which '''Task Links '''are to be '''shown''' (or '''hidden''') in the '''Task Links Filter Rules '''form and you later make '''edits''' to any '''Task Link '''individually, clicking the '''Use Show/Hide Defaults '''button '''restores''' all '''Task Links '''to the current '''Task Link Filter rules''' or the '''Show all '''selection.
+
<center>[[File:P70-19_1_3_1-70-(6)-09302020.png]]</center>
 +
<!--<center>P70-19_1_3_1-70-(6)-09302020.png</center>-->
  
−
The two other buttons at the bottom of the '''Where Are My Links? '''form can be used to override any pre-established '''filtering rules''' and force either a '''Show All''' or '''Hide All''' '''Task Link '''entries in the chart.   These two controls are shortcuts that are applied to all entries in the '''Where Are My Links? '''form.
+
After clicking the '''Filter '''button the entries shown in the '''Where Are My Links? '''form’s window are only those where the '''Engineering Team 2''' task shape name appears in either a '''Predecessor''' or '''Successor '''task bar/milestone symbol name regardless of whether the '''Task Link '''is '''showing''' (or '''hidden'''). The current '''show/hide status''' is displayed in the '''Show '''column’s checkboxes.
  
−
===Using the Where Are My Links? Form to Show or Hide Task Link===
+
Clicking the '''Clear Filter''' button restores all the entries in the '''Where Are My Links?''' form and clears the contents of the search window.  Using the '''Filter '''feature in the form does not change the '''show/hide''' status of '''Task Links''' managed within the form.
  
−
Use the form to quickly '''edit''' the '''show/hide status '''of any '''Task Link '''entry in the form for the '''current snapshot''' by either checking ('''ON''') or unchecking ('''OFF''') the checkbox in the '''Show '''column of the form for the '''Task Link '''entry you want to '''edit'''.
+
The four columns in the form can be '''sorted''' by clicking on the '''column’s header'''.
  
−
The '''Where Are My Links? '''form is shown below:
+
Sorting on the '''Show '''column means that you are sorting between checked and unchecked entries.
  
−
<center>[[File:X70-19_1_3_2-70-(10)-10072020.png]]</center>
+
Sorting on the '''Predecessor''' or '''Successor '''columns means that you are sorting alphanumerically on the contents of the entire field.  Because of the relationship between these two columns, sorting on the '''Predecessor''' column, for example, brings along the corresponding '''Successor''' entry and vice versa.
−
<!--<center>X70-19_1_3_2-70-(10)-10072020.png</center>-->
+
 
 +
Sorting on the '''Source '''column means that you are sorting between '''Imported''' and '''Manual '''entries.
 +
 
 +
The '''Use Show/Hide Defaults''' button at the bottom of the form controls the '''resetting of defaults''' for '''showing ('''or '''hiding''')''' Task Links''' based upon the '''Task Link Filter rules '''you established in the '''Task Link Filter Rules '''form.   This button also applies if you are '''Showing All Task Links''' instead of using '''Task Link Filter rules'''.  If after establishing which '''Task Links '''are to be '''shown''' (or '''hidden''') in the '''Task Links Filter Rules '''form and you later make '''edits''' to any '''Task Link '''individually, clicking the '''Use Show/Hide Defaults '''button '''restores''' all '''Task Links '''to the current '''Task Link Filter rules''' or the '''Show all '''selection. 
 +
 
 +
The two other buttons at the bottom of the '''Where Are My Links? '''form can be used to override any pre-established '''filtering rules''' and force either a '''Show All''' or '''Hide All Task Link '''entries in the chart.  These two controls are shortcuts that are applied to all entries in the '''Where Are My Links? '''form.
 +
 
 +
===Using the Where Are My Links? Form to Show or Hide Task Link===
  
 
The '''Where Are My Links? '''form is '''“snapshot-dependent”''' in that OnePager provides a list of '''Task Links''' specific to the snapshot that you are currently displaying in the '''Chart Editor'''.  If you don’t use the '''Task Links Filter Rules''' form to conditionally control the '''showing ('''or '''hiding''') of '''Data-driven Task Links''', the '''Where Are My Links?''' form gives you total manual control over the '''showing''' (or '''hiding''')''' '''of all '''Task Links''' in a snapshot at any time.
 
The '''Where Are My Links? '''form is '''“snapshot-dependent”''' in that OnePager provides a list of '''Task Links''' specific to the snapshot that you are currently displaying in the '''Chart Editor'''.  If you don’t use the '''Task Links Filter Rules''' form to conditionally control the '''showing ('''or '''hiding''') of '''Data-driven Task Links''', the '''Where Are My Links?''' form gives you total manual control over the '''showing''' (or '''hiding''')''' '''of all '''Task Links''' in a snapshot at any time.
  
−
For more information on the controls in the '''Where Are My Links?''' form, please see the article at: [[Using the Where Are My Links? Form for OnePager Express for Version 7.0 | Using the Where Are My Links? Form for OnePager Express]] <!--19.5.2-70-->
+
For more information on the use of the controls in the '''Where Are My Links?''' form, please see the article at: [[Using the Where Are My Links? Form for OnePager Pro for Version 7.0 | Using the Where Are My Links? Form for OnePager Pro]] <!--19.5.1-70-->
  
 
'''Editing''' the '''show/hide status '''of '''Task Link(s) '''in the '''Where Are My Links?''' form as described above can turn the '''edited Task Link(s) '''into '''maverick Task Link(s)'''.  The '''edit''' made to any entry in the '''Where Are My Links?''' form applies to the '''current snapshot'''.
 
'''Editing''' the '''show/hide status '''of '''Task Link(s) '''in the '''Where Are My Links?''' form as described above can turn the '''edited Task Link(s) '''into '''maverick Task Link(s)'''.  The '''edit''' made to any entry in the '''Where Are My Links?''' form applies to the '''current snapshot'''.
 +
 +
===Copy Edits to All Snapshots (CTAS) Feature Relationship to Showing/Hiding Task Links===
 +
 +
The '''CTAS '''('''Copy edits To All Snapshots''') feature plays a role in the propagation of '''Where Are My Links? '''form '''edits''' made in the '''current snapshot'''. 
 +
 +
For more information on the '''CTAS''' feature, please see this section in the article at:  [[Advanced Tab for OnePager Pro for Version 7.0#Display Options | Advanced Tab for OnePager Pro-Display Options]] <!--21.13.1-70-->
 +
 +
The '''CTAS''' control is a checkbox in the '''Template Properties''' form and '''Chart Properties '''form’s '''Advanced '''tab in the '''Display Options''' control group that turns the '''CTAS''' feature '''ON''' and '''OFF'''.  '''CTAS''' controls the propagation of '''maverick''' '''edits''' to '''all snapshots''' ('''ON''') or to keep '''maverick edits''' to tasks/milestones in the '''current snapshot''' ('''OFF''').
 +
 +
<center>[[File:P70-19_2_1-70-(14)-10012020.png]]</center>
 +
<!--<center>P70-19_2_1-70-(14)-10012020.png</center>-->
 +
 +
'''CTAS Turned On''':  With the '''CTAS '''turned '''ON''', making an '''edit''' in the '''Where Are My Links? '''form while in any snapshot changes the '''show/hide status''' of the '''edited''' entry in '''all snapshots'''.
 +
 +
'''CTAS Turned Off''': With the '''CTAS '''turned '''OFF''', any '''edit''' to an entry in the '''Where Are My Links?''' form is only made in the '''current snapshot'''.
 +
 +
===A Note on Task Link Filter Rules and Data-Driven Task Link Mavericks===
 +
 +
The intended purpose of '''Task Link Filter rules''' is to establish '''specific conditions''' for conveniently '''showing''' desired '''Data-driven Task Links'''.  Accordingly, '''Task Link Filter''' '''rules''' can be written to cause the '''showing '''of '''Data-driven Task Links''' based upon any '''source plan data field relationships''' that you need to meet your schedule conversation goals.  That said, exceptions to written '''Task Link Filter rules''' can exist and you need a way to '''override Task Link Filter rule(s)''' when required.
 +
 +
To satisfy this need, you can always '''maverick '''the '''show/hide status '''of one or more '''Data-driven Task Links''' either by:
 +
 +
:1) Making appropriate '''edits''' to the '''Data-driven Task Link’s''' entry in the '''Where Are My Links? '''form entry for that '''Task Link''' or by
 +
 +
:2) Individually selecting the desired '''Data-driven Task Link''' and using the '''context menu''' commands to '''edit''' the '''Task Link’s show/hide status'''.
 +
 +
Overall, manual '''edits''' to the '''show/hide status''' of any '''Data-driven Task Links''' by whatever means changes that '''Task Link '''into a '''maverick'''.  When this is done, '''Task Link Filter rules no longer''' apply to the '''maverick Data-driven Task Link''' and the '''maverick''' condition is maintained regardless of whether you selected the control to '''show all Data-driven Task Links''' or''' '''are using '''Task Link Filter rules'''.
  
 
==Related Links==
 
==Related Links==
  
−
[[Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels for Version 7.0 | Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels]] <!--9.3.1-70-->
+
[[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70-->
  
−
[[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 7.0 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] <!-- 9.4.1-70-->
+
[[Conditional Import for OnePager Pro Add-in for Version 7.0| Conditional Import Rules for OnePager Pro Add-in]] <!--7.18.1.1-70-->  
  
−
[[Editing Task Links with the Chart Properties Form for OnePager Express for Version 7.0 | Editing Task Links with the Chart Properties Form for OnePager Express]] <!--19.3.2-70-->  
+
[[Conditional Import for OnePager Pro Desktop for Version 7.0| Conditional Import Rules for OnePager Pro Desktop]] <!--7.18.1.2-70-->
  
−
[[Manual Editing of Task Links for OnePager Express for Version 7.0 | Manual Editing of Task Links for OnePager Express]] <!--19.4.1-70-->
+
[[Using the Where Are My Links? Form for OnePager Pro for Version 7.0 | Using the Where Are My Links? Form for OnePager Pro]] <!--19.5.1-70-->
  
−
[[Using the Where Are My Links? Form for OnePager Express for Version 7.0 | Using the Where Are My Links? Form for OnePager Express]] <!--19.5.2-70-->
+
[[Advanced Tab for OnePager Pro for Version 7.0 | Advanced Tab for OnePager Pro]] <!--21.13.1-70-->
  
−
(19.1.3.2-70)
+
(19.2.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
−
[[Category:OnePager Express]]
+
[[Category:OnePager Pro]]
 
[[Category:Task Links]]
 
[[Category:Task Links]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
 +
[[Category:Snapshot Independent]]
 
[[Category:Charts]]
 
[[Category:Charts]]
 
[[Category:Edit the Chart]]
 
[[Category:Edit the Chart]]
−
[[Category:Snapshot Independent]]
 
 
[[Category:Task/Milestone]]
 
[[Category:Task/Milestone]]
 
[[Category:Template]]
 
[[Category:Template]]

Revision as of 18:16, 19 January 2021

About Editing With Task Link Filtering Rules

Show and Hiding Task Links

The Task Link Filter rules capability allows you to control the showing (or hiding) of Data-driven Task Links based upon source plan data field content values. This feature, similar to the Conditional Import feature, gives you greater control over the tailoring of Data-driven Task Links for schedule discussions. The Task Link Filter rules feature has no influence on whether Data-driven Task Links are imported.

Task Link Filter rules are important for a couple of reasons:

1) Using Task Link Filter rules usually reduces the number of Task Links showing thus reducing clutter.
2) Task Link Filter rules allows you to specifically show Data-driven Task Links that contribute to the issues you are presenting.

Task Link Filter rules can be written for OnePager Pro before the chart is created by using the controls in the Template Properties form or after by using the controls in the Chart Properties form. Task Link Filter rules can also be edited in the chart or after more snapshots are created.

Task Link Filter Rules Are Global

The Task Link Filter Rules form, shown below, is global in that Task Link Filter rules entered in the form apply to all snapshots. The application of the rules, however, depends on where you are, in terms of snapshot, as discussed below:

P70-19 2 1-70-(1)-10012020.png

Current Snapshot

Editing a Task Link Filter rule while you are in the current snapshot causes OnePager Pro to reconfigure the Data-driven Task Links that are shown in the current snapshot to conform to the Task Link Filter rule edits made. When the edited Task Link Filter rule is applied, the snapshot in the Chart Editor can change appearance.

New Snapshot

If you create a new snapshot after editing a Task Link Filter rule in an existing snapshot, the new Task Link Filter rules are applied to the new snapshot only. Past snapshots are unchanged.

Existing Past Snapshots

Snapshots created before the Task Link Filter rules are edited remain unchanged with regard to the display of task bars/milestone symbols and their associated Data-driven Task Links. However, if a past snapshot is refreshed by performing a snapshot UPDATE workflow of any kind (e.g., Replace Dates and progress or Replace All properties); the edited Task Link Filter rule(s) in the Task Link Filter Rules form are applied to the snapshot being refreshed only.

Task Link Filter Rules in the OnePager Pro Template Properties Form

In OnePager Pro, the mechanism for managing Task Link Filter rules is the Task Link Filter Rules form which can be accessed from the Template Properties or Chart Properties form’s Task Link tab in the Data-Driven Task Link control group of the form. The illustration below shows the Template Properties form Task Links tab’s Data-Driven Task Link control group set up to import Task Links.

The Import predecessors checkbox is checked ON.

P70-19 2 1-70-(2)-10012020.png

In the Template Properties form’s Data-Driven Task Links control group above, the Import predecessors checkbox must be checked ON for Data-driven Task Link import actions to take place. Once this checkbox is checked ON, the Filter Links control sub-group of the form and its controls are enabled. Within the Filter Links control sub-group you have the option to select the Show All radio button or to select the Use Rules radio button. Selecting the Show all radio button tells OnePager to show all Data-driven Task Links imported. Selecting the Use Rules radio button enables the Manage Rules… button to the right.

When Manage Rules… button is clicked, the Task Link Filter Rules form appears as shown below:

P70-19 2 1-70-(1)-10012020.png

The Task Link Filter Rules form has the same general appearance as the Conditional Import Rules form with the exception of an additional column on the right giving you the option to apply the rule to the Predecessor task, the Successor task, or both.

For more information on Conditional Import , please see the article at: Conditional Import Filters (Portal)

Task Link Filter Rules in the OnePager Pro Chart Properties Form

If you access the Chart Properties form’s Task Links tab but you have not yet imported any Data-driven Task Link predecessor information, the Data-Driven Task Links control group on the tab looks like this:

P70-19 1 1-70-(2)-09282020.png

In this situation you can check the Show Data-driven links checkbox ON to import Data-driven Task Link predecessor information from your source plan and enable the Filter Links control sub-group. If you access the Chart Properties form’s Task Link tab '''after''' Data-driven Task Links are imported and the chart is created, which is the most typical situation, the Data-Driven Task Links control group of the form looks like this:

P70-19 1 1-70-(3)-09282020.png

With task bars/milestone symbols imported as well as all Data-driven Task Links, the Data-Driven Task Links control group of the form is altered to show that the Filter links controls are enabled giving you access to the Show all and Use Rules radio buttons. Selecting the Show all radio button tells OnePager Pro to show all imported Data-driven Task Links in the current snapshot.

Selecting the Use Rules radio button enables the Manage Rules … button. When this button is clicked ON, OnePager Pro accesses the Task Link Filter Rules form shown above. The form is blank (also shown above) or has Task Link Filter Rule entries that were created in the current Template Properties form or previously in the Chart Properties form after a chart was created.

These Task Link Filter rules apply to the showing (or hiding) of Data-driven Task Links in all snapshots. The Task Link Filter rules feature is useful when you desire to configure your chart with Data-driven Task Links that are associated with task bars/milestone symbols of interest. While the Conditional Import feature gives you control over which task bars/milestone symbols are imported to OnePager, OnePager Pro imports all Data-driven Task Links from your source plans when the feature is turned ON. The showing (or hiding) of Data-driven Task Links is controlled by the Task Link Filter rules.

Caution: Careful consideration of your presentation goals is recommended in order to make the best use of this new feature.

Creating, Editing, and Deleting Task Link Filter Rules

You can write Task Link Filter rules for showing (or hiding) Data-driven Task Links based upon the contents of various data fields in your source plan.

Creating a Data-Driven Task Link Filter Rule - Example

Suppose you only want to show Data-driven Task Links associated with task bars/milestone symbols that have Start Dates that are greater or equal than March 1, 2020. This can be done by establishing a Task Link Filter rule in either the Template Properties form or Chart Properties form’s Task Link Filter Rules form. The first time you access the Task Link Filter Rules form it is blank.

To write a new rule click the Add Rule button and the form looks like this:

P70-19 2 1-70-(3)-10012020.png

Once the Task Link Filter Rule entry is created, use the dropdown menus to format the Field, Operator, Value, and Applies to columns to make your selections. The ON column in the above form is used to activate or deactivate the Task Link Filter rule should you decide for any reason that you don’t want a particular Task Link Filter rule applied to the chart. By default, all Added rules are configured with the ON checkbox checked.

The chart example below has all Data-driven Task Links hidden:

P70-19 2 1-70-(4)-10012020.png

If you create a Task Link Filter rule that says show only those Task Links for source plan predecessor or successor task/milestones that have Start Dates greater or equal to March 1, 2020, the Task Link Filter Rule form looks like this with the rule added:

P70-19 2 1-70-(5)-10012020.png

When you click OK on the Task Link Filter Rules form above and the Apply/OK button on the Chart Properties form the chart looks like this:

P70-19 2 1-70-(6)-10012020.png

Taking a look at the Where Are My Links? form with this Task Link Filter rule enabled, shows you which Data-driven Task Links are being shown and which are not as indicated by the checkboxes in the Show field of the Where’s My Links? form below:

P70-19 2 1-70-(7)-10012020.png

The result from this Task Link Filter rule action is to change the chart so that only Data-driven Task Links associated with source plan predecessor or successor task/milestones having Start Dates greater than or equal to March 1, 2019 are shown. This focuses audience’s attention on these dependencies. Additional Task Link Filter rules can be added or edited as discussed below.

Other Task Link Filter Rule Form Controls

There are controls in the Task Link Filter Rules form above and below the grid as shown here:

P70-19 2 1-70-(8)-10012020.png

The Copy Rule(s) and Delete Rule(s) buttons work the same way as the same buttons in the Conditional Import Rules form.

There are two (2) radio buttons at the top of the Task Link Filter Rules form that specifies to OnePager how to handle multiple rules. The ANY of the following rules are true radio button says show the Data-driven Task Link if any one of the rules in the form are true. The ALL of the following rules are true button says show the Data-driven Task Link only if all of the rules in the form are true.

Caution: Care should be exercised when using these two radio buttons in conjunction with settings in the Applies to column where you have a choice to make between applying the individual rule to both predecessors and successors (AND) or to either predecessor or successor (OR).

More on Creating, Editing, and Deleting Task Link Filter Rules

As mentioned above, the formatting and editing of Task Link Filter rules are identical to the rules for creating, editing, and deleting Conditional Import rules. The meanings of the first four fields in the Conditional Import Rules form are the same as the first four fields in the Task Link Filter Rues form. The Conditional Import Rules form is shown below for reference:

P70-19 2 1-70-(9)-10012020.png

For more detailed information on constructing Task Link Filter rules for OnePager Pro 7.0 Add-in, pleases see this section in the article at: Conditional Import Rules for OnePager Pro Add-in – Overview

For more detailed information on constructing Task Link Filter rules for OnePager Pro Desktop, please see this section in the article at: Conditional Import Rules for OnePager Pro Desktop – Overview

You can access the Task Link Filter Rules form at any time through the Chart Properties form, select any cell in any entry, and edit the contents of that cell using the dropdown menus or by inserting a new value in the Value column as required. When you click OK buttons in the Task Link Filter Rules form and the Chart Properties form, the Task Link Filter rule edit is applied.

In charts with multiple snapshots, the entries in the Task Link Filter Rules form and any edits made at any time are applied to snapshots in accordance with the cases discussed above. Entries in Task Link Filter Rules form are global edits and although Data-driven Task Links are snapshot-dependent, Task Links shown in a snapshot are conditional on the settings in the Task Link Filter Rules form and the task bars/milestone symbols that are within the Start/Finish Date boundaries of the chart in the snapshot being displayed.

The OnePager Pro Where Are My Links? Form

The Where’s My Links? form can also be accessed through the Chart Properties form’s Task Link tab in the Data-Driven Task Links control group where there is an additional button, the Where Are My Links? button, as shown here:

P70-19 1 2 1-70-70-(7)-09292020.png

The Where Are My Links? form can also be accessed from the Editing control group on the OnePager Pro ribbon’s Home tab by clicking the Show/Hide dropdown and selecting the Where Are My Links? command as shown below:

P70-19 1 1-70-(4)-09282020.png

Using either the Chart Properties form’s Task Links tab or the OnePager ribbon Home tab accesses the Where Are My Links? form shown here:

P70-19 1 1-70-(11)-10182019.png

The Where Are My Links? form above lists all the Data-driven Task Links shown (or hidden) in the current snapshot as well as any manual Task Links. The Where Are My Links? form is “snapshot-dependent” in that OnePager Pro creates the form’s content based upon the snapshot that is being displayed in the Chart Editor .

There are four (4) columns in the Where Are My Links? form.

In the Show column (1) you can check or uncheck any entry’s checkbox to control the showing (or hiding), respectively, of the associated Task Links.

The Predecessor column (2) and Successor column (3) provide the Task/Milestone Name participating respectively in the Task Link pair. The numbers in parenthesis following the task name correspond to the Unique ID for Microsoft Project source plans.

The Source column (4) tells you which entries in the form are Data-driven Task Links (Imported) or which are manual Task Links (Manual).

At the top of the form, are controls to Filter entries showing in the form based upon task names such that only task bars/milestone symbols that meet the task name filtering condition appears in the form’s data window.

For example, if you want to show only those entries that relate to Engineering Team 2 task shape names, type the task shape name into the window provided and click the Filter button and the Where Are My Links? form looks like this:

P70-19 1 3 1-70-(6)-09302020.png

After clicking the Filter button the entries shown in the Where Are My Links? form’s window are only those where the Engineering Team 2 task shape name appears in either a Predecessor or Successor task bar/milestone symbol name regardless of whether the Task Link is showing (or hidden). The current show/hide status is displayed in the Show column’s checkboxes.

Clicking the Clear Filter button restores all the entries in the Where Are My Links? form and clears the contents of the search window. Using the Filter feature in the form does not change the show/hide status of Task Links managed within the form.

The four columns in the form can be sorted by clicking on the column’s header.

Sorting on the Show column means that you are sorting between checked and unchecked entries.

Sorting on the Predecessor or Successor columns means that you are sorting alphanumerically on the contents of the entire field. Because of the relationship between these two columns, sorting on the Predecessor column, for example, brings along the corresponding Successor entry and vice versa.

Sorting on the Source column means that you are sorting between Imported and Manual entries.

The Use Show/Hide Defaults button at the bottom of the form controls the resetting of defaults for showing (or hiding) Task Links based upon the Task Link Filter rules you established in the Task Link Filter Rules form. This button also applies if you are Showing All Task Links instead of using Task Link Filter rules. If after establishing which Task Links are to be shown (or hidden) in the Task Links Filter Rules form and you later make edits to any Task Link individually, clicking the Use Show/Hide Defaults button restores all Task Links to the current Task Link Filter rules or the Show all selection.

The two other buttons at the bottom of the Where Are My Links? form can be used to override any pre-established filtering rules and force either a Show All or Hide All Task Link entries in the chart. These two controls are shortcuts that are applied to all entries in the Where Are My Links? form.

Using the Where Are My Links? Form to Show or Hide Task Link

The Where Are My Links? form is “snapshot-dependent” in that OnePager provides a list of Task Links specific to the snapshot that you are currently displaying in the Chart Editor. If you don’t use the Task Links Filter Rules form to conditionally control the showing (or hiding) of Data-driven Task Links, the Where Are My Links? form gives you total manual control over the showing (or hiding) of all Task Links in a snapshot at any time.

For more information on the use of the controls in the Where Are My Links? form, please see the article at: Using the Where Are My Links? Form for OnePager Pro

Editing the show/hide status of Task Link(s) in the Where Are My Links? form as described above can turn the edited Task Link(s) into maverick Task Link(s). The edit made to any entry in the Where Are My Links? form applies to the current snapshot.

Copy Edits to All Snapshots (CTAS) Feature Relationship to Showing/Hiding Task Links

The CTAS (Copy edits To All Snapshots) feature plays a role in the propagation of Where Are My Links? form edits made in the current snapshot.

For more information on the CTAS feature, please see this section in the article at: Advanced Tab for OnePager Pro-Display Options

The CTAS control is a checkbox in the Template Properties form and Chart Properties form’s Advanced tab in the Display Options control group that turns the CTAS feature ON and OFF. CTAS controls the propagation of maverick edits to all snapshots (ON) or to keep maverick edits to tasks/milestones in the current snapshot (OFF).

P70-19 2 1-70-(14)-10012020.png

CTAS Turned On: With the CTAS turned ON, making an edit in the Where Are My Links? form while in any snapshot changes the show/hide status of the edited entry in all snapshots.

CTAS Turned Off: With the CTAS turned OFF, any edit to an entry in the Where Are My Links? form is only made in the current snapshot.

A Note on Task Link Filter Rules and Data-Driven Task Link Mavericks

The intended purpose of Task Link Filter rules is to establish specific conditions for conveniently showing desired Data-driven Task Links. Accordingly, Task Link Filter rules can be written to cause the showing of Data-driven Task Links based upon any source plan data field relationships that you need to meet your schedule conversation goals. That said, exceptions to written Task Link Filter rules can exist and you need a way to override Task Link Filter rule(s) when required.

To satisfy this need, you can always maverick the show/hide status of one or more Data-driven Task Links either by:

1) Making appropriate edits to the Data-driven Task Link’s entry in the Where Are My Links? form entry for that Task Link or by
2) Individually selecting the desired Data-driven Task Link and using the context menu commands to edit the Task Link’s show/hide status.

Overall, manual edits to the show/hide status of any Data-driven Task Links by whatever means changes that Task Link into a maverick. When this is done, Task Link Filter rules no longer apply to the maverick Data-driven Task Link and the maverick condition is maintained regardless of whether you selected the control to show all Data-driven Task Links or are using Task Link Filter rules.

Related Links

Conditional Import Filters (Portal)

Conditional Import Rules for OnePager Pro Add-in

Conditional Import Rules for OnePager Pro Desktop

Using the Where Are My Links? Form for OnePager Pro

Advanced Tab for OnePager Pro

(19.2.1-70)

Retrieved from "https://wiki.onepager.com/wiki/index.php?title=Testing_Article1&oldid=35094"