Difference between pages "Using Fiscal Years and Weeks for OnePager Pro for Version 7.0" and "Getting Started with OnePager Express Version 7.2"

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==Introduction==
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This '''Getting Started''' article provides instruction to new OnePager users on OnePager Express where '''source plans''' are imported from Microsoft Excel either using the '''Add-in''' edition or '''Standalone''' edition of OnePager Express.
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===Message for OnePager Bundle Users===
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Because our new product '''OnePager Bundle''' supports the creation of '''Gantt Charts''' from Microsoft Excel, from its '''Add-in''' and '''Standalone''' editions, this article is used to provide that same instruction to new users '''getting started''' with '''OnePager Bundle'''.
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For '''OnePager Bundle''' users coming to this article, the only difference you will see in the following article's sections and sub-section, is that examples and illustrations are based upon OnePager Excel.  All functions and features described herein for OnePager Express apply consistently for '''OnePager Bundle'''.  So whenever OnePager Express is mentioned below, '''OnePager Bundle''' users should consider the statement in the context of '''OnePager Bundle'''.
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===Add-in Versus Standalone for First Time Users===
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The '''Overview''' sub-section contains two sub-sections where the first describes [[Getting Started with OnePager Express Version 7.2#Launching OnePager Express Add-in for the First Time | Launching OnePager Express Add-in for the First Time]] 3.0.2-72 The second subsection describes [[Getting Started with OnePager Express Version 7.2#Launching OnePager Express Standalone for the First Time | Launching OnePager Express Standalone for the First Time]] 3.0.2-72  We recommend reviewing the entire '''Overview''' sub-section before proceeding further.
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==Overview==
 
==Overview==
  
===Template and Chart Properties Form Time Axis Tabs===
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As with previous version of OnePager Express ('''OPX'''), version 7.1 can be launched from a '''Standalone icon''' as well as from within Microsoft Excel ('''Add-in'''). Please note that after selecting the '''Add-in''' launch option that you are not be able to launch the OnePager '''Standalone''' application. Only one of these applications ('''Add-in''' or '''Standalone''') can be active at a time. If you attempt to launch both, a warning message appears as shown below:
  
1) One Pager Pro has always supported '''date labeling''' in both '''calendar year '''and '''fiscal year '''formats.
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<center>[[File:X70-3_0_2_1-70-(1)-07102019.png]]</center>
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<!--<center>X70-3_0_2_1-70-(1)-07102019.png</center>-->
  
2) '''Fiscal year''' formats are available for '''date labeling''' in each of the three '''Time Axis Levels''' and their '''Cells'''.
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If you need further information, please consult this link: [https://www.onepager.com/support/faq.php?id=77 OnePager Doesn't Launch when the Standalone Icon is Clicked].
  
3) In OnePager Pro the controls for the '''Time Axis''' are reorganized to consolidate them in their own '''Template''' form and '''Chart Properties''' form tabs.
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This article provides the basic information needed to '''Getting Started''' and use OnePager Express ('''OPX''') after you launch '''OPX''' from Microsoft Excel or when you launch the '''OPX Standalone''' edition.  The article providing '''Getting Started''' guidance when launching from the '''OPX Standalone icon''' is at:  [[Getting Started with OnePager Express Version 7.2#Launching OnePager Express Standalone for the First Time | Launching OnePager Express Standalone for the First Time]] 3.0.2-72 The '''Getting Started''' guidance when launching from '''OPX Add-in''' follows in the next sub-section below.
  
4) Although consolidated, there are two sub-tabs in the '''Time Axis '''tab for both the '''Template '''and '''Chart Propereties '''forms that have settings related to '''Fiscal Year '''appearance in '''Time Axis Levels'''.
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===Launching OnePager Express Add-in for the First Time===
  
5) The '''Calendar '''sub-tab’s '''Calendar Settings '''group has two controls related to '''Fiscal year '''as shown below:
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The '''OPX Add-in''' automatically displays the '''OnePager icon''' on the Microsoft Excel ribbon's '''Add-in''' tool tab once OnePager is installed. That tool bar looks like this:
  
<center>[[File:P61-22_2_1-61-(1)-09122019.png]]</center>
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<center>[[File:X70-3_0_2_1-70-(2)-07102019.png]]</center>
<center>&lt;P61-22_2_1-61-(1)-09122019.png&gt; - Replace with Updated Screenshot</center>
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<!--<center>X70-3_0_2_1-70-(2)-07102019.png</center>-->
  
:a) Use the '''First month of fiscal year''' to set the beginning month of your '''fiscal year''' period using the 12 month dropdown shown above.
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Clicking the '''OnePager Express…''' button takes you to the '''Chart Editor'''. Clicking the '''Templates…''' button lets you '''edit''' the '''Template Properties''' form for your graphs. For now, it is simplest to use the default '''Template Properties''' form.
  
:b) Checking the '''Use starting year for FY numbering''' checkbox establishes the '''ending year number''' as the name of the '''fiscal year''' shown in '''Time Axis Level Cells'''.
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You can learn how '''Template Properties''' forms let you customize and standardize graph features later at: [[Managing Templates for Version 7.2 (Portal) | Managing Templates (Portal)]] 24.0.1-72
  
:c) Leaving this checkbox unchecked specifies that the '''starting year number''' is to be used as the name of the '''fiscal year''' shown in '''Time Axis Level Cells'''.
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Before you launch '''OPX''', however, you must have certain scheduling fields in your Microsoft Excel '''source plan'''.  There is a lot of flexibility in how these fields can be named.  A typical example is shown below.  The only '''mandatory fields''' are fields representing '''Start''', '''Finish''', and '''Name'''. In this example, however, we are also including three optional fields:
  
6) The '''Top''', '''Middle''', and ''' Bottom '''sub-tabs in the '''Time Axis '''tab also have two controls related to setting '''Fiscal year date formats''' as shown here for the '''Middle''' sub-tab:
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:1) A category field ('''Category''') used to assign '''colors''' to tasks.
  
<center>[[File:P61-22_2_1-61-(2)-09122019.png]]</center>
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:2) A selection field ('''Show It''') used to choose which tasks to '''graph'''.
<center>&lt;P61-22_2_1-61-(2)-09122019.png&gt; - Replace with Updated Screenshot</center>
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7) The two controls shown above are in each of the three '''Time Axis Level '''sub-tabs.  When the '''Use fiscal year''' checkbox is checked, the adjacent '''Label format '''list contains '''fiscal year''' '''date formats''' you can select to populate that '''Time Axis Level’s Cells'''.
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:3) A '''Task ID''' field that OnePager uses to keep track of tasks/milestones as your Microsoft Excel plan is change through additions or deletions over the course of the project.
  
===Task and Milestone Fiscal Year Date Decorations===
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<center>[[File:X70-3_0_2_1-70-(2A-1)-07102019.png]]</center>
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<!--<center>X70-3_0_2_1-70-(2A-1)-07102019.png</center>-->
  
8) Additionally, you have the option to '''show fiscal year date labels''' on tasks and milestones when you select to include '''dates''' as part of task/milestone '''decorations''' such as '''Date labels''', '''Baselines''', '''Deadlines''', and '''Endpoints''' (4 in total).  
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To control which tasks get '''graphed''', you must specify a '''Flag''' field (e.g. '''Show It''') that you wish to use.  '''Numeric''' fields can also be used the same as the text fields where a '''1''' in a '''Number''' field indicates '''Yes''' and a '''0''' in a '''Number''' field indicates '''No'''.  See how this is done in the illustration above. When making your first chart, we strongly recommend that you select 50 or fewer tasks with '''Yes'''. Please note that '''OPX''' is shipped with a number of fully populated '''Template Properties''' forms that are based on the Microsoft Excel '''source plan''' used in the '''Tutorial''' also shipped with the product – BlueGrass Project Plan. The following table describes field-heading types that '''OPX''' uses and shows variations on the heading titles that OnePager Express recognizes.  It is not mandatory that you used these field names, since '''OPX''' gives you a chance to choose the actual Microsoft Excel '''source plan''' fields that it employs.    However, using these names  speeds things up because it helps '''OPX''' make reasonable guesses on which fields to use as its default selections.  Note that three field heading types must always be present: '''Name''', '''Start''', and '''Finish'''.
  
9) The '''Template '''and '''Chart Propereties '''form both have '''Task Bars''' and '''Milestones '''tabs each with a '''Task Bars '''or '''Milestone Symbols Decorations '''control group as shown below for the '''Chart Properties '''form’s '''Task Bars''' tab:
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We recommend the inclusion of an '''ID''' field with sequential numbering from top to bottom.  This assists OnePager maintain a correspondence with Microsoft Excel’s rows after the Microsoft Excel '''source plan''' is updated.
  
<center>[[File:P61-22_2_1-61-(3)-09122019.png]]</center>
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<center>[[File:X70-3_0_3-70-(3)-12082020.png]]</center>
<center>&lt;P61-22_2_1-61-(3)-09122019.png&gt; - Replace with Updated Screenshot</center>
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<!--<center>X70-3_0_3-70-(3)-12082020.png</center>-->
  
:a) The '''Milestone '''tab differs from the '''Task Bars '''tab in that the '''Milestone '''tab does not have a '''Critical Path Properties''' or '''Endpoint Properties '''set of controls in its '''Milestone Symbols Decorations''' control group.
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To launch '''OPX''' and make a chart, click on the '''OnePager Express...''' button on the Microsoft Express tool bar’s '''Add-ins''' tab, which accesses the '''OnePager Express Start''' form:
  
:b) Within the four sets of controls shown highlighted above are checkboxes for turning the feature '''On '''and '''Off''' and buttons for accessing their respective '''Set … properties''' forms which contain the controls for setting '''fiscal year date formats''' for the specific task/milestone '''decoration'''.
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<center>[[File:X71-3_0_2_1-71-(4)-10252021.png]]</center>
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<!--<center>X71-3_0_2_1-71-(4)-10252021.png</center>-->
  
10) The operation of '''fiscal year date format '''controls are discussed in this article section: [[Using Fiscal Years and Weeks for OnePager Pro for Version 7.0#About Fiscal Years and Weeks | About Fiscal Years and Weeks]]. 22.2.1-70
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The '''OnePager Express Start''' form provides you with three options:
  
11) For more information on the controls in the '''Template '''and '''Chart Properties '''form’s '''Task Bars''' and '''Milestones '''tab, please see the articles in the list below:
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:1) '''NEW''' Clicking the '''NEW''' button brings up the '''OnePager choices''' ('''OPC''') form.
  
<center>
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:2) '''UPDATE'''  Clicking the '''UPDATE''' button allows you to '''BROWSE FILES''' for an existing chart or select a recently-opened chart.
{| class="wikitable"
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| [[Task Bars Tab for Version 7.0 (OnePager Pro) | Task Bars Tab for OnePager Pro]] 21.3.1-70
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| [[Milestones Tab for Version 7.0 (OnePager Pro) | Milestones Tab for OnePager Pro]] 21.5.1-70
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|}
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</center>
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==Fiscal Year Configuration of Time Axis Levels==
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:3) '''OPEN'''  Clicking the '''OPEN''' button allows you to '''BROWSE FILES''' for an existing chart or select a recently-opened chart.  Once selected and opened, the chart is available for editing.  Once selected and opened, the chart is available for '''editing'''.  At this point you may wish to skip the following sub-section and proceed to the sub-section covering '''Creating a New Chart''' at [[Getting Started with OnePager Express Version 7.2#Creating a New Chart | Creating a New Chart]] 3.0.2-72
  
1) As mentioned above, the controls for '''globally''' '''editing''' the '''fiscal year date format''' configuration of the three OnePager Pro '''Time Axis Levels''' are in the '''Template''' form and '''Chart Propereties '''form '''Time Axis '''tab’s '''Calendar''' sub-tab and the three '''Level '''sub-tabs ('''Top''', '''Middle''', and '''Bottom''').  The '''Chart Propereties '''form for these tabs and sub-tabs is shown above.
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===Launching OnePager Express Standalone for the First Time===
  
2) There are two steps required to change the '''default calendar year date format '''settings in the three '''Time Axis Levels '''to '''fiscal year date formats'''.
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'''OPX''' can be installed so that it can be launched either from Microsoft Excel’s '''Add-in''' tab on its tool bar or from a '''Standalone''' icon or both.  Additionally, you can also locate and double-click a '''.TAM''' to bring up the '''Standalone OPX'''. The '''Standalone icon''' for launching '''OPX''' looks like this:
  
3) First, select the '''First month of the fiscal year''' using the dropdown selection control in the '''Calendar Settings '''sub-group of the '''Calendar '''sub-tab of the '''Time Axis '''tab and decide if the '''fiscal year date format''' for the '''year''' should name the '''starting year''' or '''ending year '''in the appropriate '''Time Axis Level Cell’s date format''':
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<center>[[File:X70-3_0_2_2-70-(1A)-07162019.png]]</center>
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<!--<center>X70-3_0_2_2-70-(1A)-07162019.png</center>-->
  
<center>[[File:P61-22_2_1-61-(4)-09122019.png]]</center>
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Before you launch '''OPX''', however, you must have certain scheduling fields in your Microsoft Excel '''source plan'''.   There is a lot of flexibility in how these fields can be named.   A typical example is shown below.  The only '''mandatory fields''' are field representing '''Start''', '''Finish''', and '''Name'''.  In this example, however, we are also including three optional fields:
<center>&lt;P61-22_2_1-61-(4)-09122019.png&gt; - Replace with Updated Screenshot</center>
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4) The second step is to go to the first '''Time Axis Level '''and set the '''Use fiscal year '''checkbox to '''ON''' and select the desired '''fiscal year date format '''from the '''Label format''' dropdown:
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:* A category field ('''Category''') used to assign '''colors''' to tasks.
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:* A selection field ('''Show It''') used to choose which tasks to '''graph'''.
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:* A '''Task ID''' field that OnePager uses to keep track of tasks/milestones as your Microsoft Excel '''source plan''' is change through additions or deletions over the course of the project.
  
<center>[[File:P61-22_2_1-61-(5)-09122019.png]]</center>
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<center>[[File:X70-3_0_2_1-70-(2A-1)-07102019.png]]</center>
<center>&lt;P61-22_2_1-61-(5)-09122019.png&gt; - Replace with Updated Screenshot</center>
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<!--<center>X70-3_0_2_1-70-(2A-1)-07102019.png</center>-->
  
5) Repeat the above step for the '''Middle Time Axis Level '''and '''Bottom Time Axis Level''' where appropriate and the resulting '''Time Axis''' in the chart reflects the '''fiscal year date format '''settings as shown in the example below:
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To control which tasks get '''graphed''', you must specify a '''Flag''' field (e.g. '''Show It''') that you wish to use.  '''Numeric''' fields can also be used the same as the text fields where a '''1''' in a '''Number''' field indicates '''Yes''' and a '''0''' in a '''Number''' field indicates '''No'''.  See how this is done in the illustration above. When making your first chart, we strongly recommend that you select 50 or fewer tasks with '''Yes'''. Please note that '''OPX''' is shipped with a number of fully populated '''Template Properties''' forms that are based on the Microsoft Excel '''source plan''' used in the tutorial also shipped with the product – BlueGrass Project Plan. The following table describes field-heading types that '''OPX''' uses and shows variations on the heading titles that OnePager recognizes.  It is not mandatory that you used these field names, since '''OPX''' gives you a chance to choose the actual Microsoft Excel '''source plan''' fields that it employs.    However, using these names speeds things up because it helps '''OPX''' make reasonable guesses on which fields to use as its default selections.  Note that it shows that three of the field heading types must always be present: '''Name''', '''Start''', and '''Finish'''.  We recommend the inclusion of an '''ID''' field with sequential numbering from top to bottom.  This assists OnePager maintain a correspondence with Microsoft Excel’s rows after the Microsoft Excel '''source plan''' is updated.
  
<center>[[File:P61-22_2_1-61-(6)-09122019.png]]</center>
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<center>[[File:X70-3_0_3-70-(3)-12082020.png]]</center>
<center>&lt;P61-22_2_1-61-(6)-09122019.png&gt;</center>
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<!--<center>X70-3_0_3-70-(3)-12082020.png</center>-->
  
6) For comparative purposes, if you go back to the '''Calendar '''sub-tab and check the '''Use starting year for fiscal year numbering '''checkbox to '''On''', the '''Top Time Axis Level date label '''changes to that shown below:
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To launch OnePager Express '''Standalone''' click the '''OnePager Express''' button on the '''Standalone'''.  OnePager Express first displays a splash page and then takes you to the '''Chart Editor'''.
  
<center>[[File:P61-22_2_1-61-(7)-09122019.png]]</center>
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<center>[[File:X71-3_0_2_2-71-(2A)-10252021.png]]</center>
<center>&lt;P61-22_2_1-61-(7)-09122019.png&gt;</center>
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<!--<center>X71-3_0_2_2-71-(2A)-10252021.png</center>-->
  
:a) In the above illustration the '''Top Time Axis Level’s date format''' shows the starting year for the '''year date format'''.
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<center>[[File:X71-3_0_2_2-71-(3)-10252021.png]]</center>
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<!--<center>X71-3_0_2_2-71-(3)-10252021.png</center>-->
  
:b) The '''Middle''' and '''Bottom Time Axis Level date formats '''are unchanged and the '''Use fiscal year''' checkbox in each of these two '''Time Axis Levels '''remains checked '''ON'''.
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The '''OnePager Express Start''' form provides you with three options:
  
7) If we revert the '''year numbering '''of the '''Top Time Axis Level '''to '''ending year '''and go to the '''Middle Time Axis Level '''and uncheck the '''Use fiscal year '''checkbox to '''OFF''', the '''Time Axis '''looks like this as annotated below:
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:1) '''NEW'''  Clicking the '''NEW''' button accesses the '''OnePager Express choices''' ('''OPC''') form.
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:2) '''UPDATE''' Clicking the '''UPDATE''' button allows you to '''BROWSE FILES''' for an existing chart file or select a recently-opened chart file.
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:3) '''OPEN'''  Clicking the '''OPEN''' button allows you to '''BROWSE FILES''' for an existing chart file or select a recently-opened chart file. 
  
<center>[[File:P61-22_2_1-61-(8)-09122019.png]]</center>
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Once selected and opened, the chart is available for '''editing'''. Please continue on to the next sub-section - '''Creating a New Chart'''.
<center>&lt;P61-22_2_1-61-(8)-09122019.png&gt; - Replace with Updated Screenshot</center>
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8) Although there are no OnePager Pro provided '''Fiscal Year date format types''' for '''Months, Weeks''', etc., you have the capability to create your own using the '''Custom Date Format '''feature.
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==Creating a New Chart==
  
9) Below is an illustration shown where you can access the '''Custom Date Format '''feature from the '''Chart Properties '''form:
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Clicking the '''NEW''' button accesses the OnePager choices ('''OPC''') form as shown below:
  
<center>[[File:P61-22_2_1-61-(9)-09122019.png]]</center>
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<center>[[File:X71-3_0_2_1-71-(5-1)-02082022.png]]</center>
<center>&lt;P61-22_2_1-61-(9)-09122019.png&gt; - Replace with Updated Screenshot</center>
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<!--<center>X71-3_0_2_1-71-(5-1)-02082022.png</center>-->
  
10) For more information on the '''Custom Date Format '''feature, please see the article at:  [[The Custom Date Format Feature for OnePager Pro for Version 7.0 | The Custom Date Format Feature for OnePager Pro]]. 22.5.1-70
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===Options on the New OnePager Choices form===
  
==Fiscal Year Configuration in the Chart==
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The '''OPC''' form gives you more options for selecting '''source plans'''.  The illustration above shows that '''OPX''' was initiated from Microsoft Excel with the '''source plan''' shown in the '''Selected File(s)''' group shown above.  The '''Add/Remove''' button gives you the capability to '''add''' more '''source plans''' to the '''source packet''' or, for multiple file packets, to '''remove''' files. Clicking the '''Add/Remove''' button accesses the '''Data source selection''' form as shown below:
  
1) The previous section above described the configuration of '''fiscal year date formats '''for '''Time Axis Levels'''.  
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<center>[[File:X71-3_0_2_1-71-(6-1)-02082022.png]]</center>
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<!--<center>X71-3_0_2_1-71-(6-1)-02082022.png</center>-->
  
2) This section covers the configuration of '''date formats '''in the '''graph''' where it is desired to represent '''fiscal years '''versus '''calendar years''' in '''dates '''associated with '''decorations '''on tasks and milestones.   
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The '''Data source selection''' form displays the current '''source plan''' that was loaded with Microsoft Excel when you clicked the '''OnePager Express...''' button.  This form lets you '''Add''' more source Microsoft Excel '''source plans''' to create a multi-project chart or '''Remove''' a '''source plan''' from a multi-file '''source packet'''.  These options are detailed below.
  
3) '''Date labels''' are represented in a standard way for any task/milestone or decoration that have a '''date''' association in the chart. These include:
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===Adding a New Source Plan===
  
* Tasks/Milestones '''start and finish dates'''
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When you click the '''Add''' button, '''OPX''' gives you the option to access a Windows '''Open''' form when you select the '''BROWSE FILES…''' option as shown here:
* Baseline '''start and finish dates'''
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* Deadline '''date'''
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* Endpoint (4 in total) '''date'''
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4) For all but '''Time Axis Levels''', you have the capability to specify the '''position of dates''' with respect to the task, milestone, or decoration and their '''date font properties'''.  
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<center>[[File:X70-3_0_2_1-70-(7)-07102019.png]]</center>
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<!--<center>X70-3_0_2_1-70-(7)-07102019.png</center>-->
  
5) Tasks/milestones and their associated decorations ('''baselines''', '''deadlines''', and '''endpoints''') have their '''date label characteristics''' specified globally following the steps outlined below:
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Clicking the '''BROWSE FILES…''' option displays a Window’s '''Open''' from which you can select a Microsoft Excel '''source plan''' to add to the '''source packet'''.  A sample '''Open''' form is shown below:
  
:a) Access the '''Chart Properties''' clicking the button on the OnePager '''Home''' ribbon.
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<center>[[File:X70-3_0_2_1-70-(8)-07102019.png]]</center>
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<!--<center>X70-3_0_2_1-70-(8)-07102019.png</center>-->
  
:b) This accesses the '''Chart Properties '''form where you can select either the '''Task bars''' tab or the '''Milestones''' tab to gain access to the appropriate '''decorations''' group of the form as shown below:
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When you select a desired Microsoft Excel '''source plan''' and click the '''Open''' button as shown above, '''OPX''' adds the '''source plan''' to the '''source packet''' and displays it in the '''Data source selection''' window as shown below:
  
<center>[[File:P61-22_2_1-61-(3)-09122019.png]]</center>
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<center>[[File:X70-3_0_2_1-70-(9)-07102019.png]]</center>
<center>&lt;P61-22_2_1-61-(3)-09122019.png&gt; - Replace with Updated Screenshot</center>
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<!--<center>X70-3_0_2_1-70-(9)-07102019.png</center>-->
  
:c)  When any''' decoration''' checkbox is checked, the associated '''Properties''' buttons to the right is '''enabled '''so you can access the respective '''Set … properties''' forms as with the example for '''Date Label properties''' below:
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The selected '''source plan''' is added to the '''source packet''' as shown above.  '''OPX''' shows the path name of the '''source plan''' in the window if you hover the mouse over the '''source plan''' name. If you select a recently used '''source plan''' from the dropdown menu displayed with the '''Add''' button is clicked in the '''Data source selection''' form, '''OPX''' adds that '''source plan''' to the '''source packet'''.
  
<center>[[File:P61-22_2_1-61-(10)-09122019.png]]</center>
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===Removing a Source Plan===
<center>&lt;P61-22_2_1-61-(10)-09122019.png&gt; - Replace with Updated Screenshot</center>
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6) The form above shows typical '''date''' control groups for a typical '''Set … properties''' form.  
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The '''Remove''' button allows you to remove a '''source plan''' from a '''source packet.''' if that '''source plan''' is not needed to create the new chart.  To remove a file, first select the file in the '''Data source selection''' form’s window so that it is highlighted in blue then click the '''Remove''' button as shown in the sequence below:
  
7) Choosing to show the '''dates''', the '''positioning of dates''', the selection of the '''date format''', and '''date font properties''' are standard throughout OnePager.
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<center>[[File:X70-3_0_2_1-70-(10)-07102019.png]]</center>
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<!--<center>X70-3_0_2_1-70-(10)-07102019.png</center>-->
  
8) Each of the four (4) '''Set … properties '''forms for Task Bars and three (3) for Milestones has a '''Use fiscal year '''checkbox and an augmented list with '''fiscal year date formats''' when the '''Use fiscal year '''checkbox is checked '''ON'''.  
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<center>[[File:X70-3_0_2_1-70-(11)-07102019.png]]</center>
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<!--<center>X70-3_0_2_1-70-(11)-07102019.png</center>-->
  
9) For more information on the contents and use of controls in the four '''Set … properties''' forms, please use these article section links:  [[Task Bars Tab for Version 7.0 (OnePager Pro)#Gantt Bar Decorations | Task Bars Tab for OnePager Pro – Gantt Bar Decorations]] 21.3.1-70 and [[Milestones Tab for Version 7.0 (OnePager Pro)#Milestone Symbol Decorations | Milestones Tab for OnePager Pro - Milestone Symbol Decorations]]. 21.5.1-70
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===Other Choices to Make===
  
===About Fiscal Years and Weeks===
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Moving on to the other groups of the '''OPC''' form, you are asked to confirm a few things before you build the chart.  '''OPX''' makes good guesses for each of these choices, but you can change any of them:
  
10) Although '''fiscal year date formats '''in '''Time Axis Levels''' are separate for control purposes from the controls over '''fiscal year date formats''' for tasks and milestones, it is often advisable to coordinate '''date formats''' in the '''graph''' with '''date formats '''in the '''Time Axes.'''
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<center>[[File:X71-3_0_2_1-71-(15-2)-02082022.png]]</center>
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<!--<center>X71-3_0_2_1-71-(15-2)-02082022.png</center>-->
  
11) Accordingly, if you plan to include '''date formats''' in any task/milestone '''decoration''' in your chart, you need to '''edit '''the controls in each specific task/milestone '''decoration''' you are going to use.
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====Starting Template====
  
12) The following sub-sections provide some useful examples.
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The current '''Template Properties''' form determines which fields get imported from Microsoft Excel and how the initial chart looks. '''OPX''' ships with many sample '''Template Properties''' forms, but you can also customize your own '''Template Properties''' form. To choose which '''Template Properties''' form to use in building your chart, click the '''Change…''' button in the top group of the '''OPC''' form.  
  
===Using Fiscal Years===
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<center>[[File:X71-3_0_2_1-71-(15A-1)-02082022.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(15A-1)-02082022.png</center>-->
  
13) The '''Use fiscal year''' checkbox, however, requires some further explanation.  
+
For now, just stick with the default '''Template Properties''' form entitled '''Single Project Gantt View – Detailed''', but you can always use a different '''Template Properties''' form to get a different type of chart.
  
14) When this checkbox is checked '''ON''', OnePager Pro expresses '''years''', '''quarters''', '''month number of the year''', '''week number of the year''', and '''day number of the year''' relative to the '''start of the fiscal year'''.
+
====Title of the New Chart====
  
15) As an example, suppose the '''source plan '''portion below has  tasks spanning portions of '''three standard calendar years'''.  
+
This is the '''Title''' of the '''graph''' and also the suggested '''save''' name in which it is saved. You can change the '''save''' name when you save it.  We recommend that you enter a '''Title''' that helps you identify the chart later on as shown here:
  
16) The Microsoft Project '''source plan''' looks like this:
+
<center>[[File:X71-3_0_2_1-71-(15B-1)-02082022.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(15B-1)-02082022.png</center>-->
 +
 +
For each chart you create, OnePager remembers '''colors, titles, legends, font sizes''', and all other '''graph properties''' so that your work is saved. Later, you can update the chart with a snapshot of how the project looks on a different date. Then you can browse through the snapshots to see how the project is changing over time. '''OPX''' also saves the '''path name''' associated with the '''save''' name ('''.TAM'''). '''Path names''' are not available in '''.TAMs''' produced with version of '''OPX''' prior to version 6.0.
  
<center>[[File:P61-22_2_1-61-(11)-09132019.png]]</center>
+
====Task Selection====
<center>&lt;P61-22_2_1-61-(11)-09132019.png&gt;</center>
+
  
17) Creating the chart produces this '''graph''' where the '''Time Axis''' is specified globally as a standard '''calendar year''', '''Start dates''' are shown to the left of the tasks and their '''Finish dates''' are shown to the right of the tasks:
+
This is how you tell '''OPX''' which tasks to import from your Microsoft Excel '''source plan''' as indicated below:
  
<center>[[File:P61-22_2_1-61-(12)-09132019.png]]</center>
+
<center>[[File:X71-3_0_2_1-71-(15C-1)-02082022.png]]</center>
<center>&lt;P61-22_2_1-61-(12)-09132019.png&gt;</center>
+
<!--<center>X71-3_0_2_1-71-(15C-1)-02082022.png</center>-->
  
:a)  The years shown for the first tasks have '''Start dates''' in 2018 and the last tasks '''Finish dates''' are in 2020 above.  
+
Either click the '''Select all tasks''' radio button to graph everything or choose a '''Flag''' field. You can make several charts from a single Microsoft Excel '''source plan''', each using a different '''Flag''' or '''Number''' field. In '''OPX''' if no '''Flags''' are set to '''Yes''', '''OPX''' provides the user with a warning message shown below:
  
:b) You now can use the '''Time Axis''' controls accessed through the '''Chart Properties '''form’s '''Time Axis '''tab to access the '''Calendar '''sub-tab.
+
<center>[[File:X70-3_0_2_1-70-(15D)-07112019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(15D)-07112019.png</center>-->
  
:c) In the '''Calendar '''sub-tab, validate, for example, that the '''First month of the fiscal year''' dropdown is set to the month of October and the '''Use starting year for FY numbering '''checkbox is unchecked or '''Off'''.
+
Clicking the '''Select tasks by custom filter''' button enables the '''Edit filters...''' button.  Clicking the '''Edit filters...''' button takes you to a form that controls the '''Conditional Import Filters''' feature  as shown here: 
  
<center>[[File:P61-22_2_1-61-(4)-09122019.png]]</center>
+
<center>[[File:X71-3_0_2_1-71-(15E-1)-02082022.png]]</center>
<center>&lt;P61-22_2_1-61-(4)-09122019.png&gt; - Replace with Updated Screenshot</center>
+
<!--<center>X71-3_0_2_1-71-(15E-1)-02082022.png</center>-->  
  
:d) With this step completed, access the '''Top Level''', '''Middle Level''', and '''Bottom Level '''sub-tabs in the desired order and check each sub-tabs '''Use fiscal year '''checkbox to '''On''' and select an appropriate '''Fiscal Year Label format '''as illustrated below for the '''Top Time Axis Level''' sub-tab:
+
For more detailed information, please see the article at: [[Conditional Import for Version 7.2 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-72
  
<center>[[File:P61-22_2_1-61-(13)-09132019.png]]</center>
+
====Snapshot Date====
<center>&lt;P61-22_2_1-61-(13)-09132019.png&gt; - Replace with Updated Screenshot</center>
+
  
:e) After resetting the '''Top Level''', '''Middle Level''', and '''Bottom Level''' sub-tab controls as described above and clicking the '''Apply '''button on the '''Chart Properties '''form, the chart’s '''Time Axis '''looks like this:  
+
This is the date of the report and lets you keep track of how schedules change over time. The snapshot date is set by default as the current date taken from your computer. You can change the snapshot date by clicking on the dropdown button at the window shown in the illustration below:
  
<center>[[File:P61-22_2_1-61-(14)-09132019.png]]</center>
+
<center>[[File:X71-3_0_2_1-71-(15F-1)-02082022.png]]</center>
<center>&lt;P61-22_2_1-61-(14)-09132019.png&gt;</center>
+
<!--<center>X71-3_0_2_1-71-(15F-1)-02082022.png</center>-->
  
18)  Since, for consistency, you want to have the task’s '''Start/Finish dates''' reflect the correct '''fiscal year''' designation to match the configuration of the '''Time Axis''', there is a need to make a few more adjustments:
+
Making a calendar date selection as shown above establishes the '''snapshot date''' for the chart and the '''snapshot''' being created. Each chart can have many snapshots. Snapshots and their management are important topics.  Snapshots are the basis of how OnePager Express helps you track the progress of your project. 
  
:a) First, go to the '''Task Bars '''tab of the '''Chart Propereties '''form and click the '''Date Label Properties '''button to access the '''Set date label properties '''form.  
+
For more information, please see the articles at:  [[Managing Chart Data for Version 7.2 | Managing Chart Data (Portal)]] 23.0.1-72
+
:b) In the '''Set date label properties''' form, click the '''Show start date '''and '''Show finish date '''checkboxes to '''On'''.
+
  
:c) Then select the desired '''Start position '''and '''Finish position''' from the dropdown lists provided.
+
====Show Field Mappings====
  
:d) Next, check the '''Use fiscal year''' checkbox.
+
The '''Show field mappings''' checkbox near the bottom of the form. When this box is checked you have a chance to review and change the Microsoft Excel '''field mappings''' to '''OPX''' before you make your first chart.  To do this, click the '''Next&gt;''' button.   You see the following screen:
  
:e) And, lastly, select the '''fiscal year''' '''Date format''' from the dropdown list as shown below:
+
<center>[[File:X70-3_0_2_2-70-(15AA)-07162019.png]]</center>
 +
<!--<center>X70-3_0_2_2-70-(15AA)-07162019.png</center>-->
  
<center>[[File:P61-22_2_1-61-(10)-09122019.png]]</center>
+
Notice in the graphic above that '''OPX''' has relied on the current '''Template Properties''' form to make some guesses on what Microsoft Excel fields should be used in making the graph.   You can easily change any of these '''field mappings''' by making selections from the dropdown menus.   For example, we show below how to change the '''Color''':
<center>&lt;P61-22_2_1-61-(10)-09122019.png&gt; - Replace with Updated Screenshot</center>
+
  
19) With the above settings made for the tasks in the chart, the '''Date Labels''' previously added to the task’s '''Labels''' now look like this:
+
<center>[[File:X70-3_0_2_1-70-(15H)-07112019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(15H)-07112019.png</center>-->
  
<center>[[File:P61-22_2_1-61-(15)-09132019.png]]</center>
+
===Making the Graph===
<center>&lt;P61-22_2_1-61-(15)-09132019.png&gt;</center>
+
  
===Using Fiscal Weeks===
+
Once you are satisfied with the '''field mappings''', click on '''Create new chart''' button to import your selected Microsoft Excel '''source plan''' data and create a chart.  After a few second you see a screen that looks like this:
  
20) OnePager Pro is able to display the '''week number''' of each '''fiscal year,''' going sequentially from 1 to 52 (or 53 in some cases).  
+
<center>[[File:X70-3_0_2_1-70-(17)-07112019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(17)-07112019.png</center>-->
  
21) The '''Fiscal Weeks '''feature depends on your answer to three (3) questions in setting up the '''Time Axis''':
+
Note that each task or milestone was '''color''' coded based on the value in the '''Category''' field.  The '''Legend''' contains an optional diagram near the bottom, explaining that the bars inside the Gantt bars represent percent complete extracted from Microsoft Excel.    '''Percent complete''' comes from a Microsoft Excel field that you specified in the '''field mapping''' form.  Note that the current '''Template Properties''' form is the '''Template''' used by OnePager Express to create the first chart and determines how your data looks in the new chart.  The '''Template Properties''' form’s '''Task Bars''' tab showing where the '''color''' control is located is shown below:
  
:a)  On what '''day of the week''' does each '''week start''' (Sunday, Monday, etc.)?
+
<center>[[File:X71-3_0_2_1-71-(18-1)-03112022.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(18-1)-03112022.png</center>-->
  
:b)  Which '''month''' is the '''first month''' of the '''fiscal year'''?
+
===Copying the Chart to Microsoft PowerPoint===
  
:c)  Is the '''first week''' of the '''fiscal year''' the '''first full week''', or is it the '''week''' that '''contains''' the '''first day of the fiscal year'''?
+
OnePager provides access to the Windows clipboard so you can '''copy''' the chart and '''paste''' it into another application. To copy the current snapshot to the clipboard click the '''Copy''' button on the '''Home''' ribbon as shown below:
  
22) The following illustrations define '''weeks''' as beginning on Sundays and define the '''fiscal year''' as beginning in October.  
+
<center>[[File:X70-3_0_2_1-70-(32A)-07112019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(32A)-07112019.png</center>-->
  
23) These are the two cases of setting the answer to the '''third question''' above to make sure that the feature reflects your desires.
+
Then launch Microsoft PowerPoint and paste the clipboard copy of the chart into a Microsoft PowerPoint slide, as shown below:
  
24) The examples show how to answer the '''three questions''' via the '''Chart Properties '''form '''Time Axis '''tab’s three '''Level '''sub-tabs and the '''Calendar''' sub-tab.  
+
<center>[[File:X61-3_0_2_1-61-(32)-5032018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(32)-5032018.png</center>-->
  
25) The illustration created below displays all three levels on the '''Time Axis'''. The '''Top Level''' shows '''Month '''and '''Fiscal Year'''. The '''Middle Level''' shows '''Week Number '''in '''Fiscal Year''' terms.. The '''Bottom Level''' shows '''Day of the Week'''.  
+
That’s it! You created a professional 1-page schedule summary from a complex Microsoft Excel schedule and copied it into a Microsoft PowerPoint presentation.  
  
26) To achieve the desired result it is necessary to configure each of the three '''Time Axis Level '''controls in the '''Top Level''', '''Middle Level''', and '''Bottom Level''' as shown in the three illustrations below:
+
You can also print the chart by selecting the '''Print''' button on the '''File''' tab.  OnePager has other features that let you move tasks vertically to different '''rows and swimlanes''', change the number of swimlanes, add swimlane titles, show dependencies among tasks, change task colors, hide tasks, add floating comment boxes, and standardize on graph styles across organizations. 
  
:a) The '''Top Level '''sub-tab is configured to show '''Months''' with a '''Label format''' that includes the '''month-year '''combination. The '''year''' is displayed as the '''end of the fiscal year'''.
+
To learn more about these features, read about the specific workflows in this Wiki at [[Basic Workflows for Version 7.2 (Portal) | Basic Workflows (Portal)]] 7.0.1-72 and [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72
  
<center>[[File:P61-22_2_1-61-(16)-09132019.png]]</center>
+
==Opening a Chart==
<center>&lt;P61-22_2_1-61-(16)-09132019.png&gt; - Replace with Updated Screenshot</center>
+
  
:b) The '''Middle Level''' sub-tab is configured to show the '''Fiscal Week Numbers''' with the '''Fiscal Week''' count starting at the beginning of the '''Fiscal Year'''.
+
The right-most button on the '''OPC''' form is the '''OPEN''' button.  Clicking the '''OPEN''' button displays a dropdown menu which happens to be the same for the '''UPDATE''' buttons. The options in the dropdown are discussed below:
  
<center>[[File:P61-22_2_1-61-(17)-09132019.png]]</center>
+
<center>[[File:X71-3_0_2_1-71-(18A)-10252021.png]]</center>
<center>&lt;P61-22_2_1-61-(17)-09132019.png&gt; - Replace with Updated Screenshot</center>
+
<!--<center>X71-3_0_2_1-71-(18A)-10252021.png</center>-->
  
:c) The '''Bottom Level '''sub-tab is configured to display '''Days of the week''' using the '''day abbreviation''' for the display.
+
Clicking the '''BROWSE FILES...''' option accesses a Windows '''Open''' form from which you can select a '''.TAM''' that you want to open.  Selecting the desired '''.TAM''' causes '''OPX''' to display the selected chart in the '''Chart Editor'''.  From this position, you can '''edit''' the chart, '''save it''', or '''share it''' with others. Clicking any of the '''RECENT chart ''' items the dropdown menu above causes '''OPX''' to load the associated '''.TAM''' into the '''Chart Editor''' where you can '''edit''' the chart, '''save it''', or '''share it''' with others.
  
<center>[[File:P61-22_2_1-61-(18)-09132019.png]]</center>
+
==Replacing A Snapshot - Updating a Chart with Changes Made to the Microsoft Excel Source Plan's Data==
<center>&lt;P61-22_2_1-61-(18)-09132019.png&gt; - Replace with Updated Screenshot</center>
+
  
27) We can anticipate that configuring the '''Bottom Time Axis Level '''in '''days '''could create so many '''Tic Units '''so as to crowd out the text.   
+
Suppose after examining the chart you created and '''saved''', you realize that it might be best to show more task bars.  This, you think, would greatly improve the schedule presentation. Updating the chart at this point is a simple matter.  Recall that '''OPX''' is active and the '''Chart Editor''' is displaying the current chart you want to update.  Additionally, the Microsoft Excel '''source plan''' and the application are activeThe original chart looked like this:
  
28) OnePager Pager detects this condition and provides a warning message as shown below:
+
<center>[[File:X61-3_0_2_1-61-(18B)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(18B)-5022018.png</center>-->
  
<center>[[File:P61-22_2_1-61-(19)-09132019.png]]</center>
+
Since Microsoft Excel is still an active program and the Microsoft Excel '''source plan''' you are using is still being displayed, go back to the Microsoft Excel application and change the '''Show It''' field setting for the rows you want to now display from '''No''' to '''Yes''' for the rows you want to now display.  As section of the Microsoft Excel '''source plan''' where this is done is shown below:
<center>&lt;P61-22_2_1-61-(19)-09132019.png&gt;</center>
+
  
29) Under such circumstances the recommended is to adjust the '''Timespan boundaries '''to present a more pleasing display as is done in the illustration below that incorporates the '''Time Axis Level '''settings presented above:
+
<center>[[File:X61-3_0_2_1-61-(18C)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(18C)-5022018.png</center>-->
  
<center>[[File:P61-22_2_1-61-(20)-09132019.png]]</center>
+
Once you’ve made the '''Show It'''  field changes lines 7 through 15 in the Microsoft Excel the '''source plan''' looks like this:
<center>&lt;P61-22_2_1-61-(20)-09132019.png&gt;</center>
+
  
===Defining the First Week in a Fiscal Year===
+
<center>[[File:X61-3_0_2_1-61-(18D)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(18D)-5022018.png</center>-->
  
32) OnePager has three (3) options for defining the '''first week''' of the '''fiscal year''' as described belowWhere the '''first week of the fiscal year''' contains:
+
With the Microsoft Excel '''source plan''' updated, go back to '''OPX''' and navigate to the '''Data''' tab on the ribbon where there are several buttonsTo '''update''' your chart to now show the additional rows from your Microsoft Excel '''source plan''' click the '''Replace Snapshot''' button as shown below:
  
:a) The '''first day of the fiscal year'''.
+
<center>[[File:X70-3_0_2_1-70-(17C)-07112019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(17C)-07112019.png</center>-->
  
:b)  The '''first full week of the fiscal ye'''ar.
+
When you click the '''Replace Snapshot''' button, '''OPX'''  goes back to the associated Microsoft Excel '''source plan''' that you just changed, imports all the rows that changed, and update your chart. At the conclusion of the operation, the updated chart looks like this:
  
:c)  The '''fourth (4th) day of the year''' in accordance with International Standards Organization ('''ISO''') 8601.
+
<center>[[File:X61-3_0_2_1-61-(18E)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(18E)-5022018.png</center>-->
  
33) The selection control for establishing which option you wish to use is located in the '''Chart Properties '''form’s '''Time Axis '''tab in its '''Calendar '''sub-tab’s '''Calendar Settings '''control group as shown below:
+
The example above is just one of many uses of the '''Data''' tab’s '''Replace Snapshot''' button when you need to update a chart.  You can do this as many times as necessary until the chart is the way you need it.  In addition to adding and removing rows by changing the '''Show It''' field, you can change '''source plan''' task '''Start Dates''', '''Finish Dates''', or '''Resource Names''' and display these data changes in the chart.  Using the procedure above you can do this very efficiently.  You can now '''save''' the chart by giving it a '''save''' name.  When you '''save''' the chart in '''OPX''', OnePager saves the '''.TAM''' and saves the Microsoft Excel '''source plan name''' and '''path''' information.  This is useful when you want to further update the chart or when you want to add a snapshot later on. In the examples below it is assumes that the chart is saved as '''BlueGrass Project Report - Express'''.
  
<center>[[File:P61-22_2_1-61-(21)-09132019.png]]</center>
+
==Adding a Snapshot - Adding to the Chart with Changes Made to the Microsoft Excel Source Plan's Data==
<center>&lt;P61-22_2_1-61-(21)-09132019.png&gt; - Replace with Updated Screenshot</center>
+
  
34) The sub-sections below describe each of these options.
+
The power of '''OPX''' is illustrated when, after a period of progress on the project, it is time to produce another chart.  OnePager produces your next snapshot with the same look and feel as the original.  Assuming that the Microsoft Excel '''source plan''' was updated with '''actual start and finish, percent complete''', and other relevant data during the reporting interval, '''OPX''' can easily generate a new snapshot.  Suppose we have the following chart created on 11/1/2018 and we want to create another graph from the updated Microsoft Project '''source plan''' on 12/1/2018.
  
====First Week of the Fiscal Year Contains the First Day of the Fiscal Year====
+
<center>[[File:X61-3_0_2_1-61-(18F)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(18F)-5022018.png</center>-->
  
35) The setting in the Calendar sub-tab above tells OnePager to '''count fiscal year weeks''' from the '''week''' that contains the '''first day of each fiscal year'''.
+
Before creating a new snapshot for 12/1/2018 as planned, we need to update the Microsoft Excel '''source plan''' say by updating the '''Percent Complete''' for the following tasks to the percentage indicated:
  
36) The form below also shows how to establish Sunday as the '''first day of the week''' and October as the '''first month of the fiscal year'''.
+
:* Eng. Team 1 Dev. - 100%
 +
:* Internal Perf. Test - 10%
 +
:* Create MERLIN System - 100%
 +
:* Create ADONIS System - 25%
  
<center>[[File:P61-22_2_1-61-(22)-09132019.png]]</center>
+
When the '''source plan''' is updated with this revised information we can proceed. Launch '''OPX''' either from Microsoft Excel or from the '''Standalone icon''' and click the '''UPDATE''' button on the '''OnePager Express Start''' form.  Doing so accesses the following '''OnePager choices''' ('''OPC''') form:
<center>&lt;P61-22_2_1-61-(22)-09132019.png&gt; - Replace with Updated Screenshot</center>
+
  
37) The result from using these settings is shown below. The '''first week of fiscal year '''2019 begins on Sunday, September 30th of '''calendar year''' 2018 which is the '''week that contains the first day of fiscal year''' 2019 (Monday, October 1st of '''calendar year''' 2019).
+
<center>[[File:X71-3_0_2_1-71-(18G-1)-02082022.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(18G-1)-02082022.png</center>-->
  
<center>[[File:P61-22_2_1-61-(23)-09132019.png]]</center>
+
In the '''OPC''' form above we selected the '''NEW snapshot at date:''' as shown. You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time.  To see which snapshot dates already exist, just position your mouse over the '''NEW snapshot-date:''' window to see a list of the existing dates.  
<center>&lt;P61-22_2_1-61-(23)-09132019.png&gt;</center>
+
  
====First Week of the Fiscal Year is First Full Week of the Fiscal Year====
+
<center>[[File:X71-3_0_2_1-71-(18H-1)-02082022.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(18H-1)-02082022.png</center>-->
  
38) The settings shown below in the '''Advanced''' tab tells OnePager to count fiscal year weeks from the first full week of each fiscal year.
+
You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:
  
<center>[[File:P61-22_2_1-61-(24)-09132019.png]]</center>
+
<center>[[File:X71-3_0_2_1-71-(18I-1)-02082022.png]]</center>
<center>&lt;P61-22_2_1-61-(24)-09132019.png&gt; - Replace with Updated Screenshot</center>
+
<!--<center>X71-3_0_2_1-71-(18I-1)-02082022.png</center>-->
  
39) Below is a chart  with the '''Time Axis''' which correctly shows the '''first week of fiscal year''' 2019 beginning on Sunday, September 30th of '''calendar year''' 2018, which is the '''week that contains the first day of fiscal year''' 2019 (Monday, October 1st of '''calendar year''' 2018).
+
Un-check the '''Show field mappings''' checkbox '''OFF''' if you want to use the same '''field mappings''' as you used before.    The bottom of the screen now looks like this:
  
<center>[[File:P61-22_2_1-61-(25)-09132019.png]]</center>
+
<center>[[File:P60-3_0_1-60-(26)-01252017.png]]</center>
<center>&lt;P61-22_2_1-61-(25)-09132019.png&gt;</center>
+
<!--<center>P60-3_0_1-60-(26)-01252017.png</center>-->
  
====First Week of the Fiscal Year Contains the 4th day of the Fiscal Year (ISO 8601)====
+
Pressing the large '''New''' button creates a new snapshot for the chart.  The chart opens at the new snapshot.    The '''color''', '''fonts''', '''title''', and '''swimlane''' assignments are consistent between the two snapshots:
  
40) The settings shown below in the '''Calendar''' sub-tab tells OnePager Pro to count the '''fiscal year weeks''' from the '''first week that contains the 4th day of the year per ISO 8601''':
+
<center>[[File:X61-3_0_2_1-61-(22)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(22)-5022018.png</center>-->
  
<center>[[File:P61-22_2_1-61-(26)-09132019.png]]</center>
+
You can go back and forth between the two snapshots by using the '''snapshot forward/backward''' buttons on the '''View''' tab as shown below:
<center>&lt;P61-22_2_1-61-(26)-09132019.png&gt; - Replace with Updated Screenshot</center>
+
  
41) The chart shown below displays the '''Time Axis''' where the '''first week of the fiscal year''' contains '''the 4th day of the week''' complying with '''ISO 8601''':
+
<center>[[File:X70-3_0_2_1-70-(23)-07122019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(23)-07122019.png</center>-->
  
<center>[[File:P61-22_2_1-61-(27)-09132019.png]]</center>
+
==Editing the Chart==
<center>&lt;P61-22_2_1-61-(27)-09132019.png&gt;</center>
+
 
 +
===Editing Text Label Font Sizes===
 +
 
 +
You can '''edit''' the '''font sizes''' and '''text positions''' on task bars to optimize readability.  To do this, hold down the left mouse button and '''drag''' a selection box ('''Lasso''') that encloses many tasks/milestones at once:
 +
 
 +
<center>[[File:X61-3_0_2_1-61-(24)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(24)-5022018.png</center>-->
 +
 
 +
When you release the mouse, the enclosed tasks/milestones are all be '''selected''':
 +
 
 +
<center>[[File:X61-3_0_2_1-61-(25)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(25)-5022018.png</center>-->
 +
 
 +
Click the '''Increase Font Size''' button on the tool bar shown below:
 +
 
 +
<center>[[File:X70-3_0_2_1-70-(26)-07122019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(26)-07122019.png</center>-->
 +
 
 +
The chart now looks something like this:
 +
 
 +
<center>[[File:X61-3_0_2_1-61-(27)-5022018.png]]</center>
 +
<!--<center>X61-3_0_2_1-61-(27)-5022018.png</center>-->
 +
 
 +
Repeating this operation for the remaining tasks/milestones (we could have done '''Select All''' and done it all at once!), we obtain a chart with larger '''fonts''' on all the tasks/milestones:
 +
 
 +
<center>[[File:X70-3_0_2_1-70-(28)-07122019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(28)-07122019.png</center>-->
 +
 
 +
===Editing Text Label Positions===
 +
 
 +
Another common '''editing''' action is to move the task bar '''text label''' from their current positions to positions elsewhere around or on the task bar.  To do this, click the '''text label''' to select it and then click the '''Label Position''' button on the tool bar.  This action accesses the '''Label Position''' dropdown list where you can select one of the '''text-positioning''' buttons as shown here:
 +
 
 +
<center>[[File:X70-3_0_2_1-70-(29-1)-09082020.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(29-1)-09082020.png</center>-->
 +
 
 +
At this point, as an example, click the '''Left''' option in the dropdown and the selected '''text label''' is moved to the left side of the task bar as shown here:
 +
 
 +
<center>[[File:X70-3_0_2_1-70-(29A)-07122019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(29A)-07122019.png</center>-->
 +
 
 +
In case you change your mind about the '''last editing action''' you took, you can '''UNDO''' the '''last editing action''' by clicking the '''UNDO''' button above the OnePager tool bar.  Successive clicking the '''UNDO''' button undoes editing actions in the reverse order that they were applied.
 +
 
 +
<center>[[File:X70-3_0_2_1-70-(31)-07122019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(31)-07122019.png</center>-->
 +
 
 +
Save the '''edited''' chart by pressing the '''Save''' button above the tool bar next to the '''UNDO''' button.  All of the '''font size''' changes, '''text-position edits''', and the new '''Legend''' position are now '''saved''' in case you need to update this chart with new data at a later time.
 +
 
 +
===Editing Other Chart Contents===
 +
 
 +
The examples above are just samples of '''Chart Editor''' capabilities provided for '''editing''' within the chart.  Making other '''edits''' to task bars/milestone symbols and '''text labels''' are covered in more detail in this article:  [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72
 +
 
 +
Additionally, you can add task bar/milestone symbol information related to each task bar such as '''baseline data''', '''percent complete information''', and '''critical path information'''. You can add '''comment boxes''' to task bars, '''free floating comment boxes in the chart''', vertical '''curtains''', and '''background images'''. And you can change the chart's '''Start/End Dates''', add or hide the '''Legend''', and add '''time axes''' at the top, bottom, and within the '''graph'''. Further, you are able to '''edit''' task bar/milestone symbol '''shapes''', you have at your disposal controls for '''editing''' '''rows/swimlanes''', '''headers and footers''' in the chart, '''background colors''', and other text information shown in the '''graph'''.
 +
 
 +
These capabilities and the articles that provide the detailed information on how to use them can be found in the set of article links at: [[OnePager Version 7.2#Ways to Make Changes to Your Chart | Ways to Make Changes to Your Chart]] 0.04-72
 +
 
 +
==Enhanced Editing Capabilities Provided in OnePager Express==
 +
 
 +
===Multiple Swimlane Levels===
 +
 
 +
Previous versions of OnePager Pro and Express supported one level of '''swimlanes''' which allowed you to group '''rows''' together based on a particular '''source plan''' data field and its values. OnePager Pro and Express now supports '''three  swimlane levels''' which can be '''nested''' inside one another to better display a hierarchy relationship for a Program, it’s Projects, and their Phases as shown here:
 +
 
 +
<center>[[File:P70-0_4-70-(20)-03102020.png]]</center>
 +
<!--<center>P70-0_4-70-(20)-03102020.png</center>-->
 +
 
 +
In the illustration above, the '''first swimlane level''' is “Program” and under it as the '''second swimlane level''' are its “Projects”.  The '''third swimlane level''' under each “Project” are “Phases” and the '''rows''' within each '''Phase''' show the '''task bars''' at their appropriate '''start/end dates'''. Definition and '''editing''' of these '''multiple swimlane levels''' is accomplished in the '''Template Properties''' and '''Chart Properties '''form’s '''Rows/Swimlanes '''tab that is modified to provide all the controls necessary to manage these '''multiple swimlane levels''' in the chart.  The '''Rows/Swimlanes '''tab  of the OnePager Express '''Chart Properties '''form is shown below:
 +
 
 +
<center>[[File:X71-3_0_2-71-(21)-10082021.png]]</center>
 +
<!--<center>X71-3_0_2-71-(21)-10082021.png</center>-->
 +
 
 +
In addition to adding '''multiple swimlane levels''', the tab shown above is simplified by reorganizing the controls associated with '''Rows''' and '''Text Columns'''. '''Sorting''' controls for '''rows''' and '''swimlanes''' are in separate sub-control groups as shown above. There is a '''Row Borders Formatting… '''button in the '''Rows '''control group with the controls for defining and '''global editing''' of '''row borders''' and access buttons for '''Swimlane Formatting… '''and '''Text Column Formatting…'''  The controls shown above for the '''Chart Properties '''form are also found in the distributed '''Template Properties '''form’s '''Rows/Swimlanes''' tab. More detailed introductory information on the new '''Multiple Swimlane Levels''' feature can be found at these links:
 +
 
 +
<center>
 +
{| class="wikitable"
 +
| [[Using Rows and Swimlanes for OnePager Version 7.2 | Using Rows and Swimlanes]] 4.0.1.5-72
 +
|-
 +
| [[Creating and Editing Rows and Swimlanes for Version 7.2 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-72
 +
|}
 +
</center>
 +
 
 +
===Displaying Data-Driven Task Links===
 +
 
 +
OnePager Express is enhanced to assist you with displaying '''Task Link''' '''dependencies''' from the Microsoft Excel '''source plan''' data you provide.  Typically, this feature is turned '''OFF''' in all '''Template Properties''' forms distributed with OnePager.  However, the feature can be turned '''ON''' either before or after the creation of a chart. To turn the '''Data-Driven Task Link''' feature '''ON''' prior to creating a chart, go to the '''Template Properties''' form you plan to uses and click on the '''Task Links''' tab and then click the '''Import predecessors''' checkbox '''ON''' in the '''Data-Driven Task Links''' control group as shown below:
 +
 
 +
<center>[[File:X71-3_0_2_1-71-(38-1)-10252021.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(38-1)-10252021.png</center>-->
 +
 
 +
In the '''Template Task Link''' tab above there are two additional controls that need to be set to tell OnePager Express which data field you are using to express task '''dependencies''' in the form of '''predecessors''' and which '''dependency format''' you are using either (1) Microsoft Project or (2) Oracle Primavera.  These controls are in the form of dropdown menus as shown for the '''dependency format''' selector below:
 +
 
 +
<center>[[File:X71-3_0_2_1-71-(38A-1)-04012022.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(38A-1)-04012022.png</center>-->
 +
 
 +
With the '''Import predecessors''' checkbox checked '''ON''' and the '''dependency''' data field and '''dependency format''' selections made in the '''Template Properties''' form, the chart first created looks like this:
 +
 
 +
<center>[[File:X70-3_0_2_1-70-(39)-07122019.png]]</center>
 +
<!--<center>X70-3_0_2_1-70-(39)-07122019.png</center>-->
 +
 
 +
To turn the '''Data-Driven Task Link''' feature '''ON''' after the chart is created, go to the '''Chart Properties''' form's '''Task Links''' tab and then click the '''Import predecessors''' checkbox '''ON''' in the '''Data-Driven Task Links''' control group as shown below:
 +
 
 +
<center>[[File:X71-3_0_2_1-71-(40)-10252021.png]]</center>
 +
<!--<center>X71-3_0_2_1-71-(40)-10252021.png</center>-->
 +
 
 +
Once imported, '''Data-Driven Task Links''' can be '''shown''' or '''hidden''' and can be edited globally using the '''Template Properties or Chart Properties''' forms as shown above or individually using a '''task link''' right-click '''context menu'''. OnePager Express continues to support manual '''Task Links''' which in previous OnePager Express versions were called '''Event Links'''. The OnePager '''Data-Driven Task Links''' feature is flexible and powerful. 
 +
 
 +
More details are provided in the series of articles at:  [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.2 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-72
 +
 
 +
===Editing the Time Axis===
 +
 
 +
OnePager Express is also enhanced with new capabilities and feature so you can '''edit''' the '''time axis''' and configure it to focus on specific time periods of interest in your project schedule presentation. As an example of the enhancements made to the '''time axis''' is the addition of the '''time axis cell stretch''' feature where you can lengthen the horizontal extend of any '''time axis cell''' so as to provide more space to focus on details within that time period.  An example of a stretched '''lower level time axis cell''' is shown below:
 +
 
 +
<center>[[File:X70-3_0_2_1-70-(41)-07122019.png]]</center>
 +
<!--<center>PX0-3_0_2_1-70-(41)-07122019.png</center>-->
 +
 
 +
For additional detailed information on the '''editing''' of '''time axis cells''' and other related capabilities please see this article:  [[Modifying the Time Axis for Version 7.1 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-71-->
  
 
==Related Links==
 
==Related Links==
  
[[Task Bars Tab for Version 7.0 (OnePager Pro) | Task Bars Tab for OnePager Pro]] 21.3.1-70
+
[https://www.onepager.com/support/video_tutorials/onepager_71.html What's New with OnePager Release 7.1? Video] <!--Update to 7.2 when new video is available-->
  
[[Milestones Tab for Version 7.0 (OnePager Pro) | Milestones Tab for OnePager Pro]] 21.5.1-70
+
[https://www.onepager.com/support/faq.php?id=77 OnePager Doesn't Launch when the Standalone Icon is Clicked]
  
[[The Custom Date Format Feature for OnePager Pro for Version 7.0 | The Custom Date Format Feature for OnePager Pro]] 22.5.1-70
+
[http://www.onepager.com/about/contact_us.php Contact OnePager Support]
  
(22.2.1-70)
+
[[What's New with OnePager Release 7.2?]] 0.4-72
  
[[Category:Version 7.0]]
+
[[Using Rows and Swimlanes for OnePager Version 7.1 | Using Rows and Swimlanes]] 4.0.1.5-71
[[Category:Editing the Chart]]
+
 
[[Category:Task/Milestone Editing]]
+
[[Basic Workflows for Version 7.1 (Portal) | Basic Workflows (Portal)]] 7.0.1-71
[[Category:Task/Milestone Decorations]]
+
 
[[Category:Time Axis]]
+
[[Conditional Import for Version 7.1 (Portal) | Conditional Import Filters (Portal)]] 7.18.1-71
[[Category:Fiscal Year]]
+
 
[[Category:Color Palettes]]
+
[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.1 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-71
[[Category:Ribbon]]
+
 
 +
[[Creating and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] 12.0.1-71
 +
 
 +
[[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.1 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] 19.0.1-71
 +
 
 +
[[Modifying the Time Axis for Version 7.1 (Portal) | Modifying the Time Axis (Portal)]] 22.0.1-71
 +
 
 +
[[Managing Chart Data for Version 7.1 | Managing Chart Data (Portal)]] 23.0.1-71
 +
 
 +
[[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
 +
 
 +
(3.0.2-72)
 +
 
 +
[[Category:Version 7.2]]
 +
[[Category:Getting Started with Version 7.2]]
 +
[[Category:Add-in]]
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[[Category:Standalone]]
 +
[[Category:Launching From Microsoft Excel]]
 +
[[Category:OnePager Choices Form]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
 
[[Category:Charts]]
 
[[Category:Charts]]
 
[[Category:Templates]]
 
[[Category:Templates]]
[[Category:Custom Date Formats]]
+
[[Category:Editing the Chart]]
[[Category:Chart Properties Form]]
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[[Category:Sharing Output]]
[[Category:OnePager Pro]]
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[[Category:Task Links]]
 +
[[Category:Time Axis]]
 +
[[Category:Multiple Swimlane Levels]]
 +
[[Category:OnePager - Tool Bar]]
 +
[[Category:Help]]
 +
[[Category:OnePager Express]]
 +
[[Category:OnePager Bundle]]

Revision as of 17:53, 30 May 2022

Introduction

This Getting Started article provides instruction to new OnePager users on OnePager Express where source plans are imported from Microsoft Excel either using the Add-in edition or Standalone edition of OnePager Express.

Message for OnePager Bundle Users

Because our new product OnePager Bundle supports the creation of Gantt Charts from Microsoft Excel, from its Add-in and Standalone editions, this article is used to provide that same instruction to new users getting started with OnePager Bundle.

For OnePager Bundle users coming to this article, the only difference you will see in the following article's sections and sub-section, is that examples and illustrations are based upon OnePager Excel. All functions and features described herein for OnePager Express apply consistently for OnePager Bundle. So whenever OnePager Express is mentioned below, OnePager Bundle users should consider the statement in the context of OnePager Bundle.

Add-in Versus Standalone for First Time Users

The Overview sub-section contains two sub-sections where the first describes Launching OnePager Express Add-in for the First Time 3.0.2-72 The second subsection describes Launching OnePager Express Standalone for the First Time 3.0.2-72 We recommend reviewing the entire Overview sub-section before proceeding further.

Overview

As with previous version of OnePager Express (OPX), version 7.1 can be launched from a Standalone icon as well as from within Microsoft Excel (Add-in). Please note that after selecting the Add-in launch option that you are not be able to launch the OnePager Standalone application. Only one of these applications (Add-in or Standalone) can be active at a time. If you attempt to launch both, a warning message appears as shown below:

X70-3 0 2 1-70-(1)-07102019.png

If you need further information, please consult this link: OnePager Doesn't Launch when the Standalone Icon is Clicked.

This article provides the basic information needed to Getting Started and use OnePager Express (OPX) after you launch OPX from Microsoft Excel or when you launch the OPX Standalone edition. The article providing Getting Started guidance when launching from the OPX Standalone icon is at: Launching OnePager Express Standalone for the First Time 3.0.2-72 The Getting Started guidance when launching from OPX Add-in follows in the next sub-section below.

Launching OnePager Express Add-in for the First Time

The OPX Add-in automatically displays the OnePager icon on the Microsoft Excel ribbon's Add-in tool tab once OnePager is installed. That tool bar looks like this:

X70-3 0 2 1-70-(2)-07102019.png

Clicking the OnePager Express… button takes you to the Chart Editor. Clicking the Templates… button lets you edit the Template Properties form for your graphs. For now, it is simplest to use the default Template Properties form.

You can learn how Template Properties forms let you customize and standardize graph features later at: Managing Templates (Portal) 24.0.1-72

Before you launch OPX, however, you must have certain scheduling fields in your Microsoft Excel source plan. There is a lot of flexibility in how these fields can be named. A typical example is shown below. The only mandatory fields are fields representing Start, Finish, and Name. In this example, however, we are also including three optional fields:

1) A category field (Category) used to assign colors to tasks.
2) A selection field (Show It) used to choose which tasks to graph.
3) A Task ID field that OnePager uses to keep track of tasks/milestones as your Microsoft Excel plan is change through additions or deletions over the course of the project.
X70-3 0 2 1-70-(2A-1)-07102019.png

To control which tasks get graphed, you must specify a Flag field (e.g. Show It) that you wish to use. Numeric fields can also be used the same as the text fields where a 1 in a Number field indicates Yes and a 0 in a Number field indicates No. See how this is done in the illustration above. When making your first chart, we strongly recommend that you select 50 or fewer tasks with Yes. Please note that OPX is shipped with a number of fully populated Template Properties forms that are based on the Microsoft Excel source plan used in the Tutorial also shipped with the product – BlueGrass Project Plan. The following table describes field-heading types that OPX uses and shows variations on the heading titles that OnePager Express recognizes. It is not mandatory that you used these field names, since OPX gives you a chance to choose the actual Microsoft Excel source plan fields that it employs. However, using these names speeds things up because it helps OPX make reasonable guesses on which fields to use as its default selections. Note that three field heading types must always be present: Name, Start, and Finish.

We recommend the inclusion of an ID field with sequential numbering from top to bottom. This assists OnePager maintain a correspondence with Microsoft Excel’s rows after the Microsoft Excel source plan is updated.

X70-3 0 3-70-(3)-12082020.png

To launch OPX and make a chart, click on the OnePager Express... button on the Microsoft Express tool bar’s Add-ins tab, which accesses the OnePager Express Start form:

X71-3 0 2 1-71-(4)-10252021.png

The OnePager Express Start form provides you with three options:

1) NEW Clicking the NEW button brings up the OnePager choices (OPC) form.
2) UPDATE Clicking the UPDATE button allows you to BROWSE FILES for an existing chart or select a recently-opened chart.
3) OPEN Clicking the OPEN button allows you to BROWSE FILES for an existing chart or select a recently-opened chart. Once selected and opened, the chart is available for editing. Once selected and opened, the chart is available for editing. At this point you may wish to skip the following sub-section and proceed to the sub-section covering Creating a New Chart at Creating a New Chart 3.0.2-72

Launching OnePager Express Standalone for the First Time

OPX can be installed so that it can be launched either from Microsoft Excel’s Add-in tab on its tool bar or from a Standalone icon or both. Additionally, you can also locate and double-click a .TAM to bring up the Standalone OPX. The Standalone icon for launching OPX looks like this:

X70-3 0 2 2-70-(1A)-07162019.png

Before you launch OPX, however, you must have certain scheduling fields in your Microsoft Excel source plan. There is a lot of flexibility in how these fields can be named. A typical example is shown below. The only mandatory fields are field representing Start, Finish, and Name. In this example, however, we are also including three optional fields:

  • A category field (Category) used to assign colors to tasks.
  • A selection field (Show It) used to choose which tasks to graph.
  • A Task ID field that OnePager uses to keep track of tasks/milestones as your Microsoft Excel source plan is change through additions or deletions over the course of the project.
X70-3 0 2 1-70-(2A-1)-07102019.png

To control which tasks get graphed, you must specify a Flag field (e.g. Show It) that you wish to use. Numeric fields can also be used the same as the text fields where a 1 in a Number field indicates Yes and a 0 in a Number field indicates No. See how this is done in the illustration above. When making your first chart, we strongly recommend that you select 50 or fewer tasks with Yes. Please note that OPX is shipped with a number of fully populated Template Properties forms that are based on the Microsoft Excel source plan used in the tutorial also shipped with the product – BlueGrass Project Plan. The following table describes field-heading types that OPX uses and shows variations on the heading titles that OnePager recognizes. It is not mandatory that you used these field names, since OPX gives you a chance to choose the actual Microsoft Excel source plan fields that it employs. However, using these names speeds things up because it helps OPX make reasonable guesses on which fields to use as its default selections. Note that it shows that three of the field heading types must always be present: Name, Start, and Finish. We recommend the inclusion of an ID field with sequential numbering from top to bottom. This assists OnePager maintain a correspondence with Microsoft Excel’s rows after the Microsoft Excel source plan is updated.

X70-3 0 3-70-(3)-12082020.png

To launch OnePager Express Standalone click the OnePager Express button on the Standalone. OnePager Express first displays a splash page and then takes you to the Chart Editor.

X71-3 0 2 2-71-(2A)-10252021.png
X71-3 0 2 2-71-(3)-10252021.png

The OnePager Express Start form provides you with three options:

1) NEW Clicking the NEW button accesses the OnePager Express choices (OPC) form.
2) UPDATE Clicking the UPDATE button allows you to BROWSE FILES for an existing chart file or select a recently-opened chart file.
3) OPEN Clicking the OPEN button allows you to BROWSE FILES for an existing chart file or select a recently-opened chart file.

Once selected and opened, the chart is available for editing. Please continue on to the next sub-section - Creating a New Chart.

Creating a New Chart

Clicking the NEW button accesses the OnePager choices (OPC) form as shown below:

X71-3 0 2 1-71-(5-1)-02082022.png

Options on the New OnePager Choices form

The OPC form gives you more options for selecting source plans. The illustration above shows that OPX was initiated from Microsoft Excel with the source plan shown in the Selected File(s) group shown above. The Add/Remove button gives you the capability to add more source plans to the source packet or, for multiple file packets, to remove files. Clicking the Add/Remove button accesses the Data source selection form as shown below:

X71-3 0 2 1-71-(6-1)-02082022.png

The Data source selection form displays the current source plan that was loaded with Microsoft Excel when you clicked the OnePager Express... button. This form lets you Add more source Microsoft Excel source plans to create a multi-project chart or Remove a source plan from a multi-file source packet. These options are detailed below.

Adding a New Source Plan

When you click the Add button, OPX gives you the option to access a Windows Open form when you select the BROWSE FILES… option as shown here:

X70-3 0 2 1-70-(7)-07102019.png

Clicking the BROWSE FILES… option displays a Window’s Open from which you can select a Microsoft Excel source plan to add to the source packet. A sample Open form is shown below:

X70-3 0 2 1-70-(8)-07102019.png

When you select a desired Microsoft Excel source plan and click the Open button as shown above, OPX adds the source plan to the source packet and displays it in the Data source selection window as shown below:

X70-3 0 2 1-70-(9)-07102019.png

The selected source plan is added to the source packet as shown above. OPX shows the path name of the source plan in the window if you hover the mouse over the source plan name. If you select a recently used source plan from the dropdown menu displayed with the Add button is clicked in the Data source selection form, OPX adds that source plan to the source packet.

Removing a Source Plan

The Remove button allows you to remove a source plan from a source packet. if that source plan is not needed to create the new chart. To remove a file, first select the file in the Data source selection form’s window so that it is highlighted in blue then click the Remove button as shown in the sequence below:

X70-3 0 2 1-70-(10)-07102019.png
X70-3 0 2 1-70-(11)-07102019.png

Other Choices to Make

Moving on to the other groups of the OPC form, you are asked to confirm a few things before you build the chart. OPX makes good guesses for each of these choices, but you can change any of them:

X71-3 0 2 1-71-(15-2)-02082022.png

Starting Template

The current Template Properties form determines which fields get imported from Microsoft Excel and how the initial chart looks. OPX ships with many sample Template Properties forms, but you can also customize your own Template Properties form. To choose which Template Properties form to use in building your chart, click the Change… button in the top group of the OPC form.

X71-3 0 2 1-71-(15A-1)-02082022.png

For now, just stick with the default Template Properties form entitled Single Project Gantt View – Detailed, but you can always use a different Template Properties form to get a different type of chart.

Title of the New Chart

This is the Title of the graph and also the suggested save name in which it is saved. You can change the save name when you save it. We recommend that you enter a Title that helps you identify the chart later on as shown here:

X71-3 0 2 1-71-(15B-1)-02082022.png

For each chart you create, OnePager remembers colors, titles, legends, font sizes, and all other graph properties so that your work is saved. Later, you can update the chart with a snapshot of how the project looks on a different date. Then you can browse through the snapshots to see how the project is changing over time. OPX also saves the path name associated with the save name (.TAM). Path names are not available in .TAMs produced with version of OPX prior to version 6.0.

Task Selection

This is how you tell OPX which tasks to import from your Microsoft Excel source plan as indicated below:

X71-3 0 2 1-71-(15C-1)-02082022.png

Either click the Select all tasks radio button to graph everything or choose a Flag field. You can make several charts from a single Microsoft Excel source plan, each using a different Flag or Number field. In OPX if no Flags are set to Yes, OPX provides the user with a warning message shown below:

X70-3 0 2 1-70-(15D)-07112019.png

Clicking the Select tasks by custom filter button enables the Edit filters... button. Clicking the Edit filters... button takes you to a form that controls the Conditional Import Filters feature as shown here:

X71-3 0 2 1-71-(15E-1)-02082022.png

For more detailed information, please see the article at: Conditional Import Filters (Portal) 7.18.1-72

Snapshot Date

This is the date of the report and lets you keep track of how schedules change over time. The snapshot date is set by default as the current date taken from your computer. You can change the snapshot date by clicking on the dropdown button at the window shown in the illustration below:

X71-3 0 2 1-71-(15F-1)-02082022.png

Making a calendar date selection as shown above establishes the snapshot date for the chart and the snapshot being created. Each chart can have many snapshots. Snapshots and their management are important topics. Snapshots are the basis of how OnePager Express helps you track the progress of your project.

For more information, please see the articles at: Managing Chart Data (Portal) 23.0.1-72

Show Field Mappings

The Show field mappings checkbox near the bottom of the form. When this box is checked you have a chance to review and change the Microsoft Excel field mappings to OPX before you make your first chart. To do this, click the Next> button. You see the following screen:

X70-3 0 2 2-70-(15AA)-07162019.png

Notice in the graphic above that OPX has relied on the current Template Properties form to make some guesses on what Microsoft Excel fields should be used in making the graph. You can easily change any of these field mappings by making selections from the dropdown menus. For example, we show below how to change the Color:

X70-3 0 2 1-70-(15H)-07112019.png

Making the Graph

Once you are satisfied with the field mappings, click on Create new chart button to import your selected Microsoft Excel source plan data and create a chart. After a few second you see a screen that looks like this:

X70-3 0 2 1-70-(17)-07112019.png

Note that each task or milestone was color coded based on the value in the Category field. The Legend contains an optional diagram near the bottom, explaining that the bars inside the Gantt bars represent percent complete extracted from Microsoft Excel. Percent complete comes from a Microsoft Excel field that you specified in the field mapping form. Note that the current Template Properties form is the Template used by OnePager Express to create the first chart and determines how your data looks in the new chart. The Template Properties form’s Task Bars tab showing where the color control is located is shown below:

X71-3 0 2 1-71-(18-1)-03112022.png

Copying the Chart to Microsoft PowerPoint

OnePager provides access to the Windows clipboard so you can copy the chart and paste it into another application. To copy the current snapshot to the clipboard click the Copy button on the Home ribbon as shown below:

X70-3 0 2 1-70-(32A)-07112019.png

Then launch Microsoft PowerPoint and paste the clipboard copy of the chart into a Microsoft PowerPoint slide, as shown below:

X61-3 0 2 1-61-(32)-5032018.png

That’s it! You created a professional 1-page schedule summary from a complex Microsoft Excel schedule and copied it into a Microsoft PowerPoint presentation.

You can also print the chart by selecting the Print button on the File tab. OnePager has other features that let you move tasks vertically to different rows and swimlanes, change the number of swimlanes, add swimlane titles, show dependencies among tasks, change task colors, hide tasks, add floating comment boxes, and standardize on graph styles across organizations.

To learn more about these features, read about the specific workflows in this Wiki at Basic Workflows (Portal) 7.0.1-72 and Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-72

Opening a Chart

The right-most button on the OPC form is the OPEN button. Clicking the OPEN button displays a dropdown menu which happens to be the same for the UPDATE buttons. The options in the dropdown are discussed below:

X71-3 0 2 1-71-(18A)-10252021.png

Clicking the BROWSE FILES... option accesses a Windows Open form from which you can select a .TAM that you want to open. Selecting the desired .TAM causes OPX to display the selected chart in the Chart Editor. From this position, you can edit the chart, save it, or share it with others. Clicking any of the RECENT chart items the dropdown menu above causes OPX to load the associated .TAM into the Chart Editor where you can edit the chart, save it, or share it with others.

Replacing A Snapshot - Updating a Chart with Changes Made to the Microsoft Excel Source Plan's Data

Suppose after examining the chart you created and saved, you realize that it might be best to show more task bars. This, you think, would greatly improve the schedule presentation. Updating the chart at this point is a simple matter. Recall that OPX is active and the Chart Editor is displaying the current chart you want to update. Additionally, the Microsoft Excel source plan and the application are active. The original chart looked like this:

X61-3 0 2 1-61-(18B)-5022018.png

Since Microsoft Excel is still an active program and the Microsoft Excel source plan you are using is still being displayed, go back to the Microsoft Excel application and change the Show It field setting for the rows you want to now display from No to Yes for the rows you want to now display. As section of the Microsoft Excel source plan where this is done is shown below:

X61-3 0 2 1-61-(18C)-5022018.png

Once you’ve made the Show It field changes lines 7 through 15 in the Microsoft Excel the source plan looks like this:

X61-3 0 2 1-61-(18D)-5022018.png

With the Microsoft Excel source plan updated, go back to OPX and navigate to the Data tab on the ribbon where there are several buttons. To update your chart to now show the additional rows from your Microsoft Excel source plan click the Replace Snapshot button as shown below:

X70-3 0 2 1-70-(17C)-07112019.png

When you click the Replace Snapshot button, OPX goes back to the associated Microsoft Excel source plan that you just changed, imports all the rows that changed, and update your chart. At the conclusion of the operation, the updated chart looks like this:

X61-3 0 2 1-61-(18E)-5022018.png

The example above is just one of many uses of the Data tab’s Replace Snapshot button when you need to update a chart. You can do this as many times as necessary until the chart is the way you need it. In addition to adding and removing rows by changing the Show It field, you can change source plan task Start Dates, Finish Dates, or Resource Names and display these data changes in the chart. Using the procedure above you can do this very efficiently. You can now save the chart by giving it a save name. When you save the chart in OPX, OnePager saves the .TAM and saves the Microsoft Excel source plan name and path information. This is useful when you want to further update the chart or when you want to add a snapshot later on. In the examples below it is assumes that the chart is saved as BlueGrass Project Report - Express.

Adding a Snapshot - Adding to the Chart with Changes Made to the Microsoft Excel Source Plan's Data

The power of OPX is illustrated when, after a period of progress on the project, it is time to produce another chart. OnePager produces your next snapshot with the same look and feel as the original. Assuming that the Microsoft Excel source plan was updated with actual start and finish, percent complete, and other relevant data during the reporting interval, OPX can easily generate a new snapshot. Suppose we have the following chart created on 11/1/2018 and we want to create another graph from the updated Microsoft Project source plan on 12/1/2018.

X61-3 0 2 1-61-(18F)-5022018.png

Before creating a new snapshot for 12/1/2018 as planned, we need to update the Microsoft Excel source plan say by updating the Percent Complete for the following tasks to the percentage indicated:

  • Eng. Team 1 Dev. - 100%
  • Internal Perf. Test - 10%
  • Create MERLIN System - 100%
  • Create ADONIS System - 25%

When the source plan is updated with this revised information we can proceed. Launch OPX either from Microsoft Excel or from the Standalone icon and click the UPDATE button on the OnePager Express Start form. Doing so accesses the following OnePager choices (OPC) form:

X71-3 0 2 1-71-(18G-1)-02082022.png

In the OPC form above we selected the NEW snapshot at date: as shown. You can also select a date for the snapshot so that this snapshot represents the project at the status date point in time. To see which snapshot dates already exist, just position your mouse over the NEW snapshot-date: window to see a list of the existing dates.

X71-3 0 2 1-71-(18H-1)-02082022.png

You can use the built in calendar dropdown or type in the new snapshot’s month, day, and year in the window provided as shown below:

X71-3 0 2 1-71-(18I-1)-02082022.png

Un-check the Show field mappings checkbox OFF if you want to use the same field mappings as you used before. The bottom of the screen now looks like this:

P60-3 0 1-60-(26)-01252017.png

Pressing the large New button creates a new snapshot for the chart. The chart opens at the new snapshot. The color, fonts, title, and swimlane assignments are consistent between the two snapshots:

X61-3 0 2 1-61-(22)-5022018.png

You can go back and forth between the two snapshots by using the snapshot forward/backward buttons on the View tab as shown below:

X70-3 0 2 1-70-(23)-07122019.png

Editing the Chart

Editing Text Label Font Sizes

You can edit the font sizes and text positions on task bars to optimize readability. To do this, hold down the left mouse button and drag a selection box (Lasso) that encloses many tasks/milestones at once:

X61-3 0 2 1-61-(24)-5022018.png

When you release the mouse, the enclosed tasks/milestones are all be selected:

X61-3 0 2 1-61-(25)-5022018.png

Click the Increase Font Size button on the tool bar shown below:

X70-3 0 2 1-70-(26)-07122019.png

The chart now looks something like this:

X61-3 0 2 1-61-(27)-5022018.png

Repeating this operation for the remaining tasks/milestones (we could have done Select All and done it all at once!), we obtain a chart with larger fonts on all the tasks/milestones:

X70-3 0 2 1-70-(28)-07122019.png

Editing Text Label Positions

Another common editing action is to move the task bar text label from their current positions to positions elsewhere around or on the task bar. To do this, click the text label to select it and then click the Label Position button on the tool bar. This action accesses the Label Position dropdown list where you can select one of the text-positioning buttons as shown here:

X70-3 0 2 1-70-(29-1)-09082020.png

At this point, as an example, click the Left option in the dropdown and the selected text label is moved to the left side of the task bar as shown here:

X70-3 0 2 1-70-(29A)-07122019.png

In case you change your mind about the last editing action you took, you can UNDO the last editing action by clicking the UNDO button above the OnePager tool bar. Successive clicking the UNDO button undoes editing actions in the reverse order that they were applied.

X70-3 0 2 1-70-(31)-07122019.png

Save the edited chart by pressing the Save button above the tool bar next to the UNDO button. All of the font size changes, text-position edits, and the new Legend position are now saved in case you need to update this chart with new data at a later time.

Editing Other Chart Contents

The examples above are just samples of Chart Editor capabilities provided for editing within the chart. Making other edits to task bars/milestone symbols and text labels are covered in more detail in this article: Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-72

Additionally, you can add task bar/milestone symbol information related to each task bar such as baseline data, percent complete information, and critical path information. You can add comment boxes to task bars, free floating comment boxes in the chart, vertical curtains, and background images. And you can change the chart's Start/End Dates, add or hide the Legend, and add time axes at the top, bottom, and within the graph. Further, you are able to edit task bar/milestone symbol shapes, you have at your disposal controls for editing rows/swimlanes, headers and footers in the chart, background colors, and other text information shown in the graph.

These capabilities and the articles that provide the detailed information on how to use them can be found in the set of article links at: Ways to Make Changes to Your Chart 0.04-72

Enhanced Editing Capabilities Provided in OnePager Express

Multiple Swimlane Levels

Previous versions of OnePager Pro and Express supported one level of swimlanes which allowed you to group rows together based on a particular source plan data field and its values. OnePager Pro and Express now supports three swimlane levels which can be nested inside one another to better display a hierarchy relationship for a Program, it’s Projects, and their Phases as shown here:

P70-0 4-70-(20)-03102020.png

In the illustration above, the first swimlane level is “Program” and under it as the second swimlane level are its “Projects”. The third swimlane level under each “Project” are “Phases” and the rows within each Phase show the task bars at their appropriate start/end dates. Definition and editing of these multiple swimlane levels is accomplished in the Template Properties and Chart Properties form’s Rows/Swimlanes tab that is modified to provide all the controls necessary to manage these multiple swimlane levels in the chart. The Rows/Swimlanes tab of the OnePager Express Chart Properties form is shown below:

X71-3 0 2-71-(21)-10082021.png

In addition to adding multiple swimlane levels, the tab shown above is simplified by reorganizing the controls associated with Rows and Text Columns. Sorting controls for rows and swimlanes are in separate sub-control groups as shown above. There is a Row Borders Formatting… button in the Rows control group with the controls for defining and global editing of row borders and access buttons for Swimlane Formatting… and Text Column Formatting… The controls shown above for the Chart Properties form are also found in the distributed Template Properties form’s Rows/Swimlanes tab. More detailed introductory information on the new Multiple Swimlane Levels feature can be found at these links:

Using Rows and Swimlanes 4.0.1.5-72
Creating and Editing Rows and Swimlanes (Portal) 12.0.1-72

Displaying Data-Driven Task Links

OnePager Express is enhanced to assist you with displaying Task Link dependencies from the Microsoft Excel source plan data you provide. Typically, this feature is turned OFF in all Template Properties forms distributed with OnePager. However, the feature can be turned ON either before or after the creation of a chart. To turn the Data-Driven Task Link feature ON prior to creating a chart, go to the Template Properties form you plan to uses and click on the Task Links tab and then click the Import predecessors checkbox ON in the Data-Driven Task Links control group as shown below:

X71-3 0 2 1-71-(38-1)-10252021.png

In the Template Task Link tab above there are two additional controls that need to be set to tell OnePager Express which data field you are using to express task dependencies in the form of predecessors and which dependency format you are using either (1) Microsoft Project or (2) Oracle Primavera. These controls are in the form of dropdown menus as shown for the dependency format selector below:

X71-3 0 2 1-71-(38A-1)-04012022.png

With the Import predecessors checkbox checked ON and the dependency data field and dependency format selections made in the Template Properties form, the chart first created looks like this:

X70-3 0 2 1-70-(39)-07122019.png

To turn the Data-Driven Task Link feature ON after the chart is created, go to the Chart Properties form's Task Links tab and then click the Import predecessors checkbox ON in the Data-Driven Task Links control group as shown below:

X71-3 0 2 1-71-(40)-10252021.png

Once imported, Data-Driven Task Links can be shown or hidden and can be edited globally using the Template Properties or Chart Properties forms as shown above or individually using a task link right-click context menu. OnePager Express continues to support manual Task Links which in previous OnePager Express versions were called Event Links. The OnePager Data-Driven Task Links feature is flexible and powerful.

More details are provided in the series of articles at: Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-72

Editing the Time Axis

OnePager Express is also enhanced with new capabilities and feature so you can edit the time axis and configure it to focus on specific time periods of interest in your project schedule presentation. As an example of the enhancements made to the time axis is the addition of the time axis cell stretch feature where you can lengthen the horizontal extend of any time axis cell so as to provide more space to focus on details within that time period. An example of a stretched lower level time axis cell is shown below:

X70-3 0 2 1-70-(41)-07122019.png

For additional detailed information on the editing of time axis cells and other related capabilities please see this article: Modifying the Time Axis (Portal)

Related Links

What's New with OnePager Release 7.1? Video

OnePager Doesn't Launch when the Standalone Icon is Clicked

Contact OnePager Support

What's New with OnePager Release 7.2? 0.4-72

Using Rows and Swimlanes 4.0.1.5-71

Basic Workflows (Portal) 7.0.1-71

Conditional Import Filters (Portal) 7.18.1-71

Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-71

Creating and Editing Rows and Swimlanes (Portal) 12.0.1-71

Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal) 19.0.1-71

Modifying the Time Axis (Portal) 22.0.1-71

Managing Chart Data (Portal) 23.0.1-71

Managing Templates (Portal) 24.0.1-71

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