View source for Labeling Task/Milestone Dates for Version 7.0 (OnePager Express)

==About Date Labels==

'''Date label''' displays are driven by the '''start and finish date'''  data imported from the Microsoft Excel '''source plan'''.  Every task in a Microsoft Excel '''source plan''' has a designated '''start and finish date'''.  A milestone's '''start and finish dates''' are usually the same. You can choose to use '''date labels''' for tasks, milestones, or both.

==Using the Chart Properties Form to Edit Date Labels==  

''All''' task and milestone shape '''date labels''' cab be '''edited''' without changing the settings in the current '''Template''' by clicking the '''Chart Properties''' button on the '''Home''' ribbon in the '''Settings''' group as shown here:

<center>[[File:X70-10_2_1-70-(1)-09142019.png]]</center>
<!--<center>X70-10_2_1-70-(1)-09142019.png</center>-->

Clicking the '''Chart Properties''' button accesses the '''Chart Properties''' form. Next, navigate to either the '''Task Bars''' or '''Milestones''' tab as appropriate.  On the '''Task Bars''' tab, as shown below, ensure that the '''Date Labels''' checkbox is checked '''On''':

<center>[[File:X70-10_2_1-70-(2-1)-09252020.png]]</center>
<!--<center>X70-10_2_1-70-(2-1)-09252020.png</center>-->

Clicking the '''Date Label Properties...''' button to the right of the '''Date Labels''' checkbox accesses the '''Set Date Label Properties''' form as shown here:

<center>[[File:X70-10_2_1-70-(3-1)-09252020.png]]</center>
<!--<center>X70-10_2_1-70-(3-1)-09252020.png</center>-->

There are eight (8) controls in the form above.   All actions are consistent with identical controls found elsewhere in OnePager Express ('''OPX''').

===Date Label Font===

This control causes the '''Font properties''' form shown below to appear when the dropdown button is clicked. 

<center>[[File:X70-10_2_1-70-(3A)-09142019.png]]</center>
<!--<center>X70-10_2_1-70-(3A)-09142019.png</center>-->

Within this form are controls for date text '''font style''', '''color''' and '''size'''. Additionally, you can set the date text to '''Bold''', ''Italic'', or [[Underline]].

===Show (start/finish) and Position Date Label Text===

The two checkboxes, '''Show start date''' and '''Show finish date''', control the display of these two dates, respectively. When checked, you have the option of selecting the position of the dates individually or together:

<center>[[File:X70-10_2_1-70-(4)-09142019.png]]</center>
<!--<center>X70-10_2_1-70-(4)-09142019.png</center>-->

The '''Start field''' and '''Finish field''' are dropdown lists of all '''date type fields imported''' from your '''source plan''' giving you the options to select a different '''start date field''' or '''finish date field''' for use in the chart.  A '''Start field''' dropdown list example is shown below:

<center>[[File:X70-10_2_1-70-(5)-09142019.png]]</center>
<!--<center>X70-10_2_1-70-(5)-09142019.png</center>-->

The combination of '''task label''' display and '''date label''' display for '''all''' task/milestone shapes can cause a crowded appearance around the task/milestone shape.  Use the '''date label''' positioning controls to achieve the appearance desired in combination with '''task labels'''.

===Date Format===

OnePager provides a great deal of variety for the selection of '''date formats''' for task/milestones.  For consistency, the available formats for task/milestone shape's '''date formats''' are the same as for '''date formats''' used for the '''time axis''' at the top/bottom of the chart. A sample of '''date formats''' are shown below:

<center>[[File:X70-10_2_1-70-(6)-09142019.png]]</center>
<!--<center>X70-10_2_1-70-(6)-09142019.png</center>-->

===Separator===

The '''separators''' are pairs of symbols that help differentiate the '''date label''' from other nearby text (e.g., '''task labels''' or '''percent complete''').  There are several '''separator''' options to select from as shown below:

<center>[[File:X70-10_2_1-70-(7)-09142019.png]]</center>
<!--<center>X70-10_2_1-70-(7)-09142019.png</center>-->

===Use Fiscal Year===

The '''Use fiscal year''' checkbox is an instruction, if checked '''On''', to OnePager to show the displayed '''date''' in the '''fiscal year''' format for the chart’s '''time axis'''.  OnePager takes the action only if the '''time axis''' for the chart is, indeed, displaying the '''time axis''' in a '''fiscal year''' format.  Make sure that the '''time axis''' is in '''fiscal''' mode to assure that '''date labels''' displayed are consistent.

===Sample Start and Finish Date Labels in the Chart===

When the '''Date Labels''' checkbox is checked '''On''' and both the '''Show start date''' and '''Show finish date''' checkboxes are checked '''On''' in the '''Set date label properties''' form, the '''date labels''' looks like this:

<center>[[File:X70-10_2_1-70-(8)-09142019.png]]</center>
<!--<center>X70-10_2_1-70-(8)-09142019.png</center>-->

'''Date Label fonts''' are overridden by '''Task Label fonts''' when the '''Date Label''' and '''Task Label''' are in the '''same position'''. If the '''Date Label''' is put in a '''different''' position than the '''Task Label''', the '''Date Label font's''' properties are honored.

==Editing Individual Date Labels in the Chart== 

There are three (3) methods for accessing the controls for '''editing''' individual '''date labels''' on individual tasks and milestones:

:*  You can right-click on the selected task/milestone shape to access the context menu followed by clicking the '''Format...''' command in the menu.
:* You can right-click on the selected '''date label''' itself to access the '''one command''' context menu followed by clicking the '''Format...''' command.
:* You can click the '''Format...''' button on the '''Home''' ribbon tab.

Each of these methods is discussed below.

===Right-Clicking a Task/Milestone===

Accessing the '''Change Task/Milestone Properties''' form with this method requires you to right-click on the task or milestone shape.  This action accesses the available commands in the '''context menu''' shown below:

<center>[[File:X70-10_2_1-70-(8A-1)-09092020.png]]</center>
<!--<center>X70-10_2_1-70-(8A-1)-09092020.png</center>-->

Clicking the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form at the '''Format''' tab as shown here:

<center>[[File:X70-10_2_1-70-(8B-1)-09092020.png]]</center>
<!--<center>X70-10_2_1-70-(8B-1)-09092020.png</center>-->

The '''Format''' tab is shown above where you can '''edit''' the task/milestone shape's properties shown. Navigate to the '''Dates''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''dates'''. The controls in the '''Change Task/Milestone Properties''' form's '''Date''' tab are discussed below.

===Right-Clicking the Date Label===

The '''Date Label''' when displayed can also be right-clicked to access the one command context menu as shown below:

<center>[[File:X70-10_2_1-70-(8C-1)-09092020.png]]</center>
<!--<center>X70-10_2_1-70-(8C-1)-09092020.png</center>-->

Clicking the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form at the '''Dates''' tab as shown here:

<center>[[File:X70-10_2_1-70-(8D-1)-09092020.png]]</center>
<!--<center>X70-10_2_1-70-(8D-1)-09092020.png</center>-->

===Format button on the OnePager Express Home Ribbon===

The '''Change Task/Milestone Properties''' form can also be accessed by clicking the '''Format…''' button after you selected one or more task/milestone shapes to '''edit'''.  The '''Format...'''button on the ribbon is shown below:

<center>[[File:X70-10_2_1-70-(8E)-09142019.png]]</center>
<!--<center>X70-10_2_1-70-(8E)-09142019.png</center>-->

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

<center>[[File:X70-10_2_1-70-(8B-1)-09092020.png]]</center>
<!--<center>X70-10_2_1-70-(8B-1)-09092020.png</center>-->

Navigate to the '''Dates''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''dates'''. The controls in the '''Change Task/Milestone Properties''' form's '''Date''' tab are discussed below.

===Using the Change Task/Milestone Properties Form's Date Tab===

Any method you use the '''Date''' tab in the '''Change Task/Milestone Properties''' form looks like this:

<center>[[File:X70-10_2_1-70-(8G-1)-09092020.png]]</center>
<!--<center>X70-10_2_1-70-(8G-1)-09092020.png</center>-->

====Show Dates====

When the '''Show Dates''' checkbox is checked '''On''' as shown above, you can decide if you want to '''Show Start Date''', '''Show Finish Dates''' or both by checking the appropriate checkbox '''On''' also shown above.

====Date Position Options====
 
You have the option to change either the '''Start Date Position''' or the '''Finish Date Position''' or both by clicking the dropdown menu buttons to the immediate right of the checkboxes as shown here:

<center>[[File:X70-10_2_1-70-(8H-1)-09092020.png]]</center>
<!--<center>X70-10_2_1-70-(8H-1)-09092020.png</center>-->

====Date Font Properties====

Clicking the '''Date Font''' dropdown menu button accesses the '''Font properties''' form shown below: 

<center>[[File:X70-10_2_1-70-(8I-1)-09092020.png]]</center>
<!--<center>X70-10_2_1-70-(8I-1)-09092020.png</center>-->

Within the '''Font properties''' form are controls for date text '''font style''', '''color''' and '''size'''. Additionally, you can set the date text to '''Bold''', ''Italic'', or [[Underline]].

==Related Link==

[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->

[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->

[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->

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[[Category:Version 7.0]]
[[Category:Charts]]
[[Category:Chart Properties Form]]
[[Category:Editing the Chart]]
[[Category:Task/Milestone Editing]]
[[Category:Task/Milestone Decorations]]
[[Category:Labels]]
[[Category:Mavericks]]
[[Category:OnePager Express]]