Difference between pages "Understanding Charts and Snapshots for OnePager Express for Version 7.0" and "Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal)"

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(Created page with "==About Charts and Snapshots== OnePager project views and '''snapshots''' let you create schedule graphs for specific audiences and show them how the project is changing over...")
 
(Links to Detailed Decoration Editing Articles)
 
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==About Charts and Snapshots==
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==About Decorations==
  
OnePager project views and '''snapshots''' let you create schedule graphs for specific audiences and show them how the project is changing over time. Each project view is a subset of the tasks in a Microsoft Excel '''source plan''' that you specified with a '''Flag''' field. For each project view, you can import different versions of its schedule to keep track of how those tasks and milestones change over time. You store each '''version''' of the schedule as a separate '''snapshot''' and give it a unique '''snapshot date''' in the past, present, or future. Each project view saves your presentation '''colors, row and swimlane assignments, font sizes, titles, and legends''' so that you do not have to '''re-edit''' the graphics every time the project changes. A simple relationship between a Microsoft Excel '''source plan''' (Project A), project views created from that Microsoft Excel '''source plan''' using different '''Flag''' settings, and snapshots is shown in the figure below:
+
'''Decorations''' on task bars/milestone symbols include the following '''Data-Driven''' elements:
  
<center>[[File:X61-4_0_1_2-(1)-61-10252017.png]]</center>
+
:* '''Date labels'''
<center>X61-4_0_1_2-(1)-61-10252017.png</center>
+
:* '''Percent complete'''
 +
:* '''Baselines'''
 +
:* '''Critical path'''
 +
:* '''Deadlines'''
 +
:* '''Endpoints'''
  
==Using a Single Microsoft Excel Plan throughout a Project Period==
+
'''Task bar name labels''' are not considered a '''Decoration''' for the purpose of this discussion. 
  
The following discussion, based on the figure above, assumes that you have one Microsoft Excel '''source plan''', with a single plan name (Project A), that is used to manage the project. This one Microsoft Excel '''source plan''' is updated periodically, say, from week to week, but saved using the same Microsoft Excel '''source plan''' name (Project A) from the beginning of the project to the end.  
+
For more information on '''Managing task bar/milestone symbols and task bar name labels''', please see the articles at: [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
  
This being the first example scenario, the figure above shows the single Microsoft Excel '''source plan''' from which three project views were created using different '''flag''' fields, '''ShowIT1''' for executive views, '''ShowIT2''' for project team view, and '''ShowIT3''' for customer views.  Further, for the '''ShowIT1''' project view there exist three '''snapshots''' taken from the Microsoft Excel '''source plan''' on 6/1/18, 7/1/18, and 8/2/18, respectively. Each '''snapshot''' represents the project view (under the control of '''ShowIT1''' in this case) at each of these three dates during the course of the project.  The same dates or different dates are used to create '''snapshots''', in the example, for all three project views associated with Project A. This doesn’t need to be the case because '''snapshots''' can be taken at any time for any '''Flag''' field available and OnePager retains them,make them available for subsequent viewing, and allow updates as needed
+
To go directly to the detailed articles covering '''Modifying decorations on task bar/milestone symbols''', please click here: [[Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal)#Links to Detailed Decoration Editing Articles | Links to Detailed Decoration Editing Articles]] <!--10.0.1-70-->
  
The following statements summarize project views and '''snapshots''' and are provided to assist you in understanding how OnePager supports this project management scheduling, control, and reporting scenario:
+
==Global Decoration Controls==
  
1) A project view is a set of tasks and milestones for an intended audience.   
+
'''Decorations''' are controlled through the '''Template Properties''' and '''Chart Properties''' forms. For more information on '''Using the Template Properties form''', please see the article at: [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
  
2) Usually a project view is associated with a specific '''Flag''' field in a specifically named Microsoft Excel '''source plan'''.
+
For more information on '''Using 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-->
  
3) The project view also saves the '''colors, text positions, font sizes, and row and swimlane assignments of the tasks/milestones, plus the title, legend, header/footer elements, and background colors'''. This means you never have to re-enter this graphical information when dates change in the project. 
+
For the purpose of this discussion, focus is placed on the '''Chart Properties''' form's '''Task Bars''' and '''Milestones''' tabs in the control groups as shown below:
  
4) Making and updating project views is the primary activity that you want OnePager to do!
+
<center>'''Template Properties Form - Task Bars Tab'''</center>
 +
<center>[[File:P70-10_0_1-(1)-06012020.png]]</center>
 +
<!--<center>P70-10_0_1-(1)-06012020.png</center>-->
  
5) A '''snapshot''' is a how the tasks and milestones in a project view looked on a specific '''snapshot date''' (a.k.a. '''status date''' or '''version date''').  
+
<center>'''Chart Properties Form - Task Bars Tab'''</center>
 +
<center>[[File:P70-10_0_1-(2)-06012020.png]]</center>
 +
<!--<center>P70-10_0_1-(2)-06012020.png</center>-->
  
6) When you import updated schedules from a Microsoft Excel '''source plan''', you must specify a unique '''snapshot date''' for the imported data unless you want to replace the data for an existing '''snapshot'''.  
+
This article overviews instructions on two methods for '''manually editing decorations''' for '''individual task barss/milestone symbols'''. The two (2) sub-sections below, we’ll briefly cover both methods: 
  
7) What changes '''snapshot''' to '''snapshot''' depends on what changed in the Microsoft Excel '''source plan'''.  Typically '''snapshots''' vary because of changes to '''start''' and '''finish dates''', '''baseline start''' and '''finish dates''', '''percent complete''' and '''milestone completions'''.
+
:1) Using the '''Chart Properties''' form to change '''all''' task bars/milestone symbol decoration properties, and  
  
==Using Multiple Microsoft Excel Source Plans throughout a Project Period==
+
:2) the '''Format…''' commands available to modify the decoration properties of a '''single''' task bar/milestone symbol.
  
Another typical project schedule '''source plan''' management scenario with Microsoft Excel is to create a Microsoft Excel '''source plan''' at the beginning of a project and save the updated '''source plan''' with a unique file name after each update/status recording period.  Under this scenario project views and '''snapshots''' can still be created and maintained as with the first scenario discussed earlier.
+
==Using the Chart Properties Form To Edit Decorations==
  
The following steps correspond with the example in the figure below:
+
'''Decorations''' on '''all''' task bars/milestone symbols can be '''manually edited''' by using the '''Task Bars''' or '''Milestones''' tabs in the '''Chart Properties''' form.  Using these controls you can '''edit''' the '''decoration properties''' in the current chart without '''changing''' any of the settings in the current '''Template Properties''' form.  Doing so makes '''mavericks''' of all task bars/milestone symbols participating in the '''edit''' in the current chart. 
  
1) Create Microsoft Excel '''source plan''' Project A-6/1/2018 with populated '''Flag''' fields '''ShowIT1''', '''ShowIT2''', '''ShowIT2''', and save it.
+
===Mirror Format Settings Between Task Bars and Milestones===
  
2) Launch OnePager using each of the '''Flag''' fields to control the task selection and save the corresponding project views.  In the first launch on 6/1/2018 the '''snapshot dates''' is set to 6/1/2018.
+
For convenience, we've added a checkbox titled '''Mirror format setting between task bars and milestones''' shown below:
  
3) On the next update of the Microsoft Excel '''source plan''', save the updated plan as '''Project A-7/20/2018'''.
+
<center>[[File:P70-10_0_1-(3)-06012020.png]]</center>
 +
<!--<center>P70-10_0_1-(3)-06012020.png</center>-->
  
4) Launch OnePager in '''UPDATE existing Project View''' mode selecting the appropriate project view name.  Set the '''snapshot date''' for the date of the snapshot (e.g., 7/20/2018) and create the '''snapshot'''.  OnePager stores the '''snapshot''' for 7/20/2018 with the named project view.  Repeat this process for each of the two remaining '''Flag''' field instances.
+
When this checkbox is checked '''ON''', OnePager automatically makes any '''edits''' to '''Milestone symbols''' that are made to '''Task Bars''' for all settings where a '''blue dot''' appears to the right of the setting. This checkbox appears in both the '''Task Bar''' tab and the '''Milestones''' tab of the '''Chart Properties''' form and the corresponding tabs of the '''Template Properties''' form. The '''Milestones''' tab of the '''Chart Properties''' form is illustrated below:
  
5) After three iterations, there are three project views and nine synchronized '''snapshots''' available for use in presentations. There are three corresponding Microsoft Excel '''source plans''' for the status dates, 6/1/2018 through 8/2/2018.
+
<center>[[File:P70-10_0_1-(4)-06012020.png]]</center>
 +
<!--<center>P70-10_0_1-(4)-06012020.png</center>-->
  
<center>[[File:X61-4_0_1_2-(2)-61-10252017.png]]</center>
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'''Task Bar''' and '''Milestones''' fill colors are always '''mirrored''' regardless of the '''Mirror...''' checkbox being checked '''ON''' or '''OFF'''.  Instructions for '''editing''' specific '''decorations''' for OnePager Pro and Express are located at the links shown in the next section below:
<center>X61-4_0_1_2-(2)-61-10252017.png</center>
+
  
Unlike Microsoft Project, Microsoft Excel does not create unique '''Task IDs'''. Rather it is up to you to create a '''Task ID''' column and populate it with unique '''Task ID’s''' so that OnePager Express ('''OPX''') can uniquely identify these rows in future updates.  When creating a project view from multiple Microsoft Excel '''source plans OPX''' relies on these unique '''Task ID''' fields that you provide.  '''Task ID''' field contents must be unique across the multiple Microsoft Excel '''source plans''' you expect to incorporate into a single project view.  If the multiple Microsoft Excel '''source plans''' do not contain a '''Task ID''' field or the contents are not unique, the update process in '''OPX''' can lead to unexpected results when you insert or remove rows from any of the Microsoft Excel '''source plans''' involved.
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===Links to Detailed Decoration Editing Articles===
  
The mechanics for establishing and performing either of these two status maintenance scenarios are included at [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] 7.0.1-70 and [[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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Use the links below to access more information on '''editing''' task bar/milestone symbol '''decorations''':
  
(4.0.1.2-70)
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<center>
 +
{| class="wikitable"
 +
| [[Task Labels for OnePager Pro for Version 7.0 | Task Bar Name Labels for OnePager Pro]] <!--10.15.1-70-->
 +
| [[Task Labels for OnePager Express for Version 7.0 | Task  Bar Name Labels for OnePager Express]] <!--10.16.1-70-->
 +
|-
 +
| [[Labeling Task/Milestone Dates for Version 7.0 (OnePager Pro) | Labeling Task/Milestone Dates for OnePager Pro]] <!--10.1.1-70-->
 +
| [[Labeling Task/Milestone Dates for Version 7.0 (OnePager Express) | Labeling Task/Milestone Dates for OnePager Express]] <!--10.2.1-70-->
 +
|-
 +
| [[Percent complete for Version 7.0 (OnePager Pro) | Percent complete for OnePager Pro]] <!--10.3.1-70-->
 +
| [[Percent complete for Version 7.0 (OnePager Express) | Percent complete for OnePager Express]] <!--10.4.1-70-->
 +
|-
 +
| [[Baselines for Version 7.0 (OnePager Pro) | Baselines for OnePager Pro]] <!--10.5.1-70-->
 +
| [[Baselines for Version 7.0 (OnePager Express) | Baselines for OnePager Express]] <!--10.6.1-70-->
 +
|-
 +
| [[Critical path for Version 7.0 (OnePager Pro) | Critical path for OnePager Pro]] <!--10.7.1-70-->
 +
|-
 +
| [[Deadlines for Version 7.0 (OnePager Pro) | Deadlines for OnePager Pro]] <!--10.9.1-70-->
 +
| [[Deadlines for Version 7.0 (OnePager Express) | Deadlines for OnePager Express]] <!--10.10.1-70-->
 +
|-
 +
| [[Endpoints for Version 7.0 (OnePager Pro) | Endpoints for OnePager Pro]] <!--10.11.1-70-->
 +
| [[Endpoints for Version 7.0 (OnePager Express) | Endpoints for OnePager Express]] <!--10.12.1-70-->
 +
|-
 +
| [[Order of Tasks/Milestones Decorations for Version 7.0 | Order of Tasks/Milestones Decorations]] <!--10.13.1-70-->
 +
|}
 +
</center>
 +
 
 +
==Editing Individual Task Bar/Milestone Symbol Decorations in the Chart Editor==
 +
 
 +
'''Decorations''' can be '''edited''' for individual task bars and milestone symbols (or selected groups of them) using the '''Change Task/Milestone Properties''' form. This form is accessed in two ways:
 +
 
 +
===Right-Clicking a Task Bar/Milestone Symbol or  Task Bar Name Label===
 +
 
 +
Accessing the '''Change Task/Milestone Properties''' form with this method requires you to right-click on the task bar or milestone symbol or the '''task bar name label''' to access the right-click context menu''' for either.  This action accesses the available commands in the right-click '''context menu''' when a task bar is right-clicked as shown below:
 +
 
 +
<center>[[File:P70-10_0_1-(5)-06012020.png]]</center>
 +
<!--<center>P70-10_0_1-(5)-06012020.png</center>-->
 +
 
 +
The '''Format...''' command can also be accessed by right-clicking a '''task bar's name label as shown here:
 +
 
 +
<center>[[File:P70-10_0_1-(5A)-06012020.png]]</center>
 +
<!--<center>P70-10_0_1-(5A)-06012020.png</center>-->
 +
 
 +
Either way the '''Format...''' command is accessed in a right-click '''context menu''', clicking the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form as shown here:
 +
 
 +
<center>[[File:P70-10_0_1-(6)-06012020.png]]</center>
 +
<!--<center>P70-10_0_1-(6)-06012020.png</center>-->
 +
 
 +
The '''Format''' tab is shown above where you can '''edit''' the task bar/milestone symbol's properties shown. Clicking any of the other six (6) '''decoration''' tabs on the form accesses the specific capabilities for '''editing''' that specific '''decoration''' for the selected task bar/milestone symbol(s).
 +
 
 +
The '''Task Labels''' tab is used for positioning the '''task bar name label''' and '''editing''' its related properties but is not considered a '''decoration''' and is discussed this series of articles:  [[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-->
 +
 
 +
===Format button on the OnePager Pro Home Ribbon Tool Bar Tab===
 +
 
 +
The '''Change Task/Milestone Properties''' form can also be accessed by clicking the '''Format…''' button on the OnePager '''Home''' ribbon tool bar tab after you selected one or more task bars/milestone symbols to '''edit'''.  The '''Format...'''button on the ribbon is shown below:
 +
 
 +
<center>[[File:P70-10_0_1-(7)-06012020.png]]</center>
 +
<!--<center>P70-10_0_1-(7)-06012020.png</center>-->
 +
 
 +
After clicking the '''Format...''' button as shown above, the '''Change Task/Milestone Properties''' form is accessed as shown here:
 +
 
 +
<center>[[File:P70-10_0_1-(8)-06012020.png]]</center>
 +
<!--<center>P70-10_0_1-(8)-06012020.png</center>-->
 +
 
 +
The '''Format''' tab is shown above where you can '''edit''' the task bar/milestone symbol '''format properties''' shown. Clicking any of the other six (6) '''decoration''' tabs on the form accesses the specific capabilities for '''editing''' that specific '''decoration''' for the selected task bar/milestone symbol(s). 
 +
 
 +
The '''Task Labels''' tab is used for positioning the '''task bar name label''' and '''editing''' its related properties but is not considered a '''decoration''' and is discussed this series of articles:  [[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-->
 +
 
 +
==Related Link==
 +
 
 +
[[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-->
 +
 
 +
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
 +
 
 +
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
 +
 
 +
(10.0.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
[[Category:Getting Started with Version 7.0]]
 
[[Category:Core Concepts]]
 
 
[[Category:Charts]]
 
[[Category:Charts]]
[[Category:Snapshots]]
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[[Category:Chart Properties Form]]
[[Category:Importing]]
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[[Category:Editing the Chart]]
 +
[[Category:Task/Milestone Editing]]
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[[Category:Task/Milestone Decorations]]
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[[Category:Labels]]
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[[Category:Name Label Collision Avoidance]]
 +
[[Category:Percent Complete]]
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[[Category:Critical Path]]
 +
[[Category:Deadlines]]
 +
[[Category:Endpoints]]
 +
[[Category:Mavericks]]
 +
[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]

Revision as of 18:58, 27 January 2021

About Decorations

Decorations on task bars/milestone symbols include the following Data-Driven elements:

  • Date labels
  • Percent complete
  • Baselines
  • Critical path
  • Deadlines
  • Endpoints

Task bar name labels are not considered a Decoration for the purpose of this discussion.

For more information on Managing task bar/milestone symbols and task bar name labels, please see the articles at: Manual Editing Task/Milestone Shapes and Text Labels (Portal)

To go directly to the detailed articles covering Modifying decorations on task bar/milestone symbols, please click here: Links to Detailed Decoration Editing Articles

Global Decoration Controls

Decorations are controlled through the Template Properties and Chart Properties forms. For more information on Using the Template Properties form, please see the article at: Managing Templates (Portal)

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

For the purpose of this discussion, focus is placed on the Chart Properties form's Task Bars and Milestones tabs in the control groups as shown below:

Template Properties Form - Task Bars Tab
P70-10 0 1-(1)-06012020.png
Chart Properties Form - Task Bars Tab
P70-10 0 1-(2)-06012020.png

This article overviews instructions on two methods for manually editing decorations for individual task barss/milestone symbols. The two (2) sub-sections below, we’ll briefly cover both methods:

1) Using the Chart Properties form to change all task bars/milestone symbol decoration properties, and
2) the Format… commands available to modify the decoration properties of a single task bar/milestone symbol.

Using the Chart Properties Form To Edit Decorations

Decorations on all task bars/milestone symbols can be manually edited by using the Task Bars or Milestones tabs in the Chart Properties form. Using these controls you can edit the decoration properties in the current chart without changing any of the settings in the current Template Properties form. Doing so makes mavericks of all task bars/milestone symbols participating in the edit in the current chart.

Mirror Format Settings Between Task Bars and Milestones

For convenience, we've added a checkbox titled Mirror format setting between task bars and milestones shown below:

P70-10 0 1-(3)-06012020.png

When this checkbox is checked ON, OnePager automatically makes any edits to Milestone symbols that are made to Task Bars for all settings where a blue dot appears to the right of the setting. This checkbox appears in both the Task Bar tab and the Milestones tab of the Chart Properties form and the corresponding tabs of the Template Properties form. The Milestones tab of the Chart Properties form is illustrated below:

P70-10 0 1-(4)-06012020.png

Task Bar and Milestones fill colors are always mirrored regardless of the Mirror... checkbox being checked ON or OFF. Instructions for editing specific decorations for OnePager Pro and Express are located at the links shown in the next section below:

Links to Detailed Decoration Editing Articles

Use the links below to access more information on editing task bar/milestone symbol decorations:

Task Bar Name Labels for OnePager Pro Task Bar Name Labels for OnePager Express
Labeling Task/Milestone Dates for OnePager Pro Labeling Task/Milestone Dates for OnePager Express
Percent complete for OnePager Pro Percent complete for OnePager Express
Baselines for OnePager Pro Baselines for OnePager Express
Critical path for OnePager Pro
Deadlines for OnePager Pro Deadlines for OnePager Express
Endpoints for OnePager Pro Endpoints for OnePager Express
Order of Tasks/Milestones Decorations

Editing Individual Task Bar/Milestone Symbol Decorations in the Chart Editor

Decorations can be edited for individual task bars and milestone symbols (or selected groups of them) using the Change Task/Milestone Properties form. This form is accessed in two ways:

Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name Label

Accessing the Change Task/Milestone Properties form with this method requires you to right-click on the task bar or milestone symbol or the task bar name label to access the right-click context menu for either. This action accesses the available commands in the right-click context menu when a task bar is right-clicked as shown below:

P70-10 0 1-(5)-06012020.png

The Format... command can also be accessed by right-clicking a task bar's name label as shown here:

P70-10 0 1-(5A)-06012020.png

Either way the Format... command is accessed in a right-click context menu, clicking the Format… command accesses the Change Task/Milestone Properties form as shown here:

P70-10 0 1-(6)-06012020.png

The Format tab is shown above where you can edit the task bar/milestone symbol's properties shown. Clicking any of the other six (6) decoration tabs on the form accesses the specific capabilities for editing that specific decoration for the selected task bar/milestone symbol(s).

The Task Labels tab is used for positioning the task bar name label and editing its related properties but is not considered a decoration and is discussed this series of articles: Manual Editing Task/Milestone Shapes and Text Labels (Portal)

Format button on the OnePager Pro Home Ribbon Tool Bar Tab

The Change Task/Milestone Properties form can also be accessed by clicking the Format… button on the OnePager Home ribbon tool bar tab after you selected one or more task bars/milestone symbols to edit. The Format...button on the ribbon is shown below:

P70-10 0 1-(7)-06012020.png

After clicking the Format... button as shown above, the Change Task/Milestone Properties form is accessed as shown here:

P70-10 0 1-(8)-06012020.png

The Format tab is shown above where you can edit the task bar/milestone symbol format properties shown. Clicking any of the other six (6) decoration tabs on the form accesses the specific capabilities for editing that specific decoration for the selected task bar/milestone symbol(s).

The Task Labels tab is used for positioning the task bar name label and editing its related properties but is not considered a decoration and is discussed this series of articles: Manual Editing Task/Milestone Shapes and Text Labels (Portal)

Related Link

Manual Editing Task/Milestone Shapes and Text Labels (Portal)

Editing with the Chart Properties form (Portal)

Managing Templates (Portal)

(10.0.1-70)