About Safford

Safford is a versatile technology professional with a solid history of empowering emerging growth companies in a broad array of industries. His employment history includes energy industry consulting at Quorum Software, Senior Manager of Client Services and Technical Sales at telecom service aggregator GetConnected, and Vice President of Strategic Partner Management at electronic payment processor IP Commerce. Prior to his tenure as OnePager's COO, Safford was the company's Vice President of Marketing and Alliances. Safford holds a BA in Psychology and management from Rice University.

What’s New in OnePager 7.2: Change Tracking with Virtual Baselines

In our previous blog post, we discussed OnePager 7.2’s new ability to visually track changes to your project using conditional formatting. In this article, we’ll explore a second way to track changes using a new virtual baseline capability.

Long-time OnePager users know that you can map your baseline markers to any date field from your PPM system; usually one of the standard baseline fields. Beginning with OnePager 7.2, we now give users the ability to generate virtual baselines that are based on the dates in earlier versions of the project, instead of the official baseline in the project plan. Virtual baselines come in two forms:

  • Previous Snapshot: Looks at the start and finish dates from the snapshot immediately preceding the current snapshot in your chart, giving you the ability to see what has changed since your more recent update.
  • First Snapshot: Looks at the start and finish dates from the first snapshot in your chart, letting you see what has changed cumulatively since the project first started.
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What’s new in OnePager 7.2: Change Tracking

Up next in our overview of the new features available in OnePager 7.2 is one that users have been requesting for a long time: change tracking.

OnePager’s patented snapshots have always given you the ability to quickly update your charts as your underlying project data has changed, and to navigate back and forth between the different versions of your timeline to visualize those changes.

Beginning in OnePager 7.2, you can now use conditional formatting to visually identify changes between snapshots without needing to navigate back in time.

In this example, we’ll assume that you already have a OnePager chart, and have made some changes to some of the dates in your project plan. To get started with change tracking, you need to bring those updated dates into OnePager by adding a snapshot. You can do this by going to the Data tab, clicking the Add Snapshot button, and picking a date for the second snapshot in your chart:

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What’s new in OnePager 7.2: Advanced Conditional Formatting

Conditional formatting of tasks and milestones is one of OnePager’s most powerful feature sets, both in terms of the time it saves you and the accuracy it ensures. With OnePager 7.2, we’ve drastically expanded the number of task and milestone properties that you can control with conditional formatting. These new properties include:

  • Percent Complete: Percent Complete Bar On/Off, Bar Color, Show Incomplete Milestones as Unfilled, Checkmark Percent Complete
  • Baselines: Baseline Symbol On/Off, Shapes, Colors
  • Critical Path Segments: Critical Path Segments On/Off, Color
  • Deadlines & Endpoints: Deadline and Four Endpoints On/Off, Shape, Color
  • Task Representation: Whether an event should be displayed as a task or a milestone
  • Date Labels: Start Date Position, Finish Date Position, Font
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What’s new in OnePager 7.2: Conditional Formatting of Swimlane and Text Column Colors

If you make use of OnePager’s swimlanes or text columns today, you know that you can use the paint bucket to manually adjust the background colors of individual cells, or to extend that striping horizontally across your entire chart.

Beginning in OnePager 7.2, you can now use conditional formatting to dynamically control the background colors in your chart, including:

  • An entire swimlane
  • Only the swimlane cell on the left
  • An entire row
  • Only the text column cell on the left
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What’s new in OnePager 7.2: Statistical Columns

Previously, we looked at how to use statistical functions with conditional formatting to determine which symbols should appear in a column when there is more than one task in a single row. Statistical functions aren’t limited to symbol columns, though. In fact, beginning in OnePager 7.2, you can use a similar set of statistical functions to drive the text that appears in a column as well. We call these Statistical Columns.

Let’s return to our earlier example where we have a project with multiple phases and several tasks in each phase:

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What’s new in OnePager 7.2: Symbol Columns in a Timeline Layout

In our two most recent posts, we’ve been looking at symbol columns, which are one of the new capabilities of OnePager 7.2. Specifically, we learned how to assign symbols based on status and how to use Harvey Balls to display percent complete.

Both of these examples used a Gantt chart layout with one task per row, making it very straightforward to determine which symbol to apply because each symbol only represents one task. When you have a timeline layout, there are multiple tasks in each row, and they all share a single symbol. In other words, your rules will need to look at all of the tasks in a row before assigning a symbol.

To illustrate this concept, let’s return to Harvey Balls. OnePager’s conditional formatting rules are already set up to assign a specific Harvey Ball based on a range of percent complete values. If you have multiple tasks in a single row, you can ensure that your rules have a Function that first computes the Average percent complete of all of the tasks before assigning the symbol:

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What’s new in OnePager 7.2: Harvey Balls for Percent Complete

In our most recent blog post covering the new features in OnePager 7.2, we looked at how to assign symbols in a column to track the status of individual activities. We’ll continue our look at symbol columns in this article with another very popular use case: using Harvey Ball symbols to represent percent complete.

Let’s begin with the same project that we used earlier, noting the different percent complete values for each task:

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What’s new in OnePager 7.2: Symbol Columns

Last month, we announced the release of OnePager 7.2. In the coming weeks, our blog will explore many of the new features that are available in this latest version. We’ll kick things off by taking about Symbol Columns, which as the name implies, enable you to place symbols into columns instead of text, as you may have done in the past.

Symbol columns are driven by conditional formatting, meaning that you can write a handful of rules to automatically decide which symbols appear where and when. To get started, let’s assume that we have a basic Gantt chart like this:

This Gantt chart displays percent complete as a progress bar, and also color-codes the tasks based on their status. For example, green tasks are complete, while red tasks are late. We can use symbol columns to display both percent complete and status, either in addition to or in lieu of the formatting in the body of the chart itself.

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OnePager 7.2 Beta Program

Our team has been hard at work on OnePager 7.2 and is pleased to announce it will be ready for broader testing before too long. A lot of users have already reached out and asked to be a part of our Alpha program for version 7.2. But if this is the first that you’re hearing about it, you can still join the Beta, which will be starting soon.

While there are hundreds of improvements between versions 7.1 and 7.2, these are the major enhancements that you will see across all three editions (Pro, Express, and Bundle) of OnePager:

  • Advanced Conditional Formatting of Tasks & Milestones: Conditional formatting now goes beyond colors and shapes. Now you can control the formatting of percent complete, baselines, and other decorations.
  • Conditional Formatting of Rows & Swimlanes: For the first time, the formatting of your swimlanes and rows can also be controlled by conditional formatting. Automatically color a row red when it contains late tasks, or set up a custom color scheme for the different phases of your project.
  • Stoplight Charts (Symbol Columns): Text columns can now be repurposed to display colorful symbols, again, all based on the data in your project plan.
  • Statistical Columns: Text columns can also summarize information about multiple tasks when they are grouped together into a timeline layout. Find the earliest start date or the average cost of all of the tasks in a single row.
  • Change Tracking: Visually compare two versions of the same project to determine when dates have slipped.
  • Presentation Mode: Present your live project without exporting to PowerPoint.
  • Time Cursor Upgrades: The time cursor can now be extended into the time axis, can include shading that follows it as time progresses, and can also feature a pointer at the top to make it more visible.
  • Visual Effects: New task bar styles can help your chart really pop.

In addition, we’re thrilled to offer integrations with four new PPM and CWM partners:

  • Planisware Enterprise (Available in OnePager Bundle)
  • Project for the Web (Available in OnePager Pro & OnePager Bundle)
  • Asana (Available in OnePager Bundle)
  • Wrike (Available in OnePager Bundle)

If one or more of these new features or new integrations sound exciting to you, then we’d love to have you as one of our 7.2 Beta testers. If you’d like to participate, please e-mail [email protected] and let us know which features or integrations you are most interested in. Based on your request, we’ll help you determine eligibility and next steps.