Labeling Task/Milestone Dates for OnePager for Version 7.1
- 1 Introduction to the Task/Milestone Date Label Feature in OnePager
- 2 About Date Labels
- 3 Using the Chart Properties Form to Edit Date Labels
- 4 Editing Individual Date Labels in the Chart
- 4.1 Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name Label
- 4.2 Right-Clicking the Date Label
- 4.3 Format Button on the OnePager Pro Home Ribbon Tool Bar
- 4.4 Using the Change Task/Milestone Properties Form's Date Tab
- 5 Related Link
Introduction to the Task/Milestone Date Label Feature in OnePager
This article describes OnePager’s Task/Milestone Date Label feature. Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.
About Date Labels
Date label displays are driven by the start and finish date data imported from your source plan. Every task in a Microsoft Project source plan has a designated start and finish date. A milestone's start and finish dates in the source plan are usually the same. You can choose to use date labels for task bars, milestone symbols, or both.
Using the Chart Properties Form to Edit Date Labels
All task bar and milestone symbol date labels can be edited without changing the settings in the current Template Properties form as follows. Click the Chart Properties button on the Home ribbon tool bar tab in the Settings control group as shown here:
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:
Clicking the Date Label Properties... button to the right of the Date Labels checkbox accesses the Set Date Label Properties form as shown here:
There are eight (8) controls in the form above. All actions are consistent with identical controls found elsewhere in OnePager.
Date Label Font
This control causes the Font properties form shown below to appear when the dropdown button is clicked.
Within this form are controls for date label font style, color and size. Additionally, you can set the date label to Bold, Italic, or Underline.
Show (Start/Finish) and Position Date Label
The two checkboxes, Show start date and Show finish date, control the display of these two dates, respectively. When checked ON, you have the option of selecting the position of the date labels individually or together:
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:
The combination of task label display and date label display for all task bar/milestone symbols can cause a crowded appearance around the task bar /milestone symbol. Use the date label positioning controls to achieve the appearance desired in combination with task bar name labels.
OnePager provides a great many options for the selection of date formats for task bars/milestone symbols. For consistency, the available formats for task bars/milestone symbol's date formats are the same as for date formats used for the time axis in the chart. A sample of date formats are shown below:
The separators are pairs of symbols that help differentiate the date label from other nearby text (e.g., task bar name labels or percent complete). There are several separator options to select from as shown below:
Use Fiscal Year
The Use fiscal year checkbox is an instruction, if checked ON, to OnePager to show the displayed date label 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.
For more information on the Time Axis Fiscal Year Mode, please see the article at: Using Fiscal Years and Weeks
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:
Date Label fonts are overridden by Task Bar Name Label fonts when the Date Label and Task Bar Name Label are in the same position. If the Date Label is put in a different position than the Task Bar Name 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 task bars and milestone symbols:
- You can right-click on the selected task bar/milestone symbol to access the right-click context menu followed by clicking the Format... command in the context menu.
- You can right-click on the selected date label itself to access the Date label right-click context menu followed by clicking the Format... command.
- You can click the Format... button on the OnePager Home ribbon tool bar tab.
Each of these methods is discussed below.
Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name Label
Accessing the Change Task/Milestone Properties form with this method requires you to right-click on the task bar or milestone symbol or the task bar name label to access the right-click context menu for either. This action accesses the available commands in the right-click context menu when a task bar is right-clicked as shown below:
The Format... command can also be accessed by right-clicking a task bar's name label as shown here:
Either way the Format... command is accessed in a right-click context menu, clicking the Format… command accesses the Change Task/Milestone Properties form as shown here:
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 Date Label right-click context menu as shown below:
Clicking the Format… command accesses the Change Task/Milestone Properties form at the Dates tab as shown here:
Format Button on the OnePager Pro Home Ribbon Tool Bar
The Change Task/Milestone Properties form can also be accessed by clicking the Format… button after you selected one or more task bars/milestone symbols to edit. The Format...button on the Home ribbon tool bar tab is shown below:
After clicking the Format... button as shown above, the Change Task/Milestone Properties form is accessed at the Format tab as shown here:
Navigate to the Dates tab on the Change Task/Milestones Properties form to make your edits to the selected date labels. 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:
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:
Date Font Properties
Clicking the Date Font dropdown menu button accesses the Font properties form shown below:
Within the Font properties form are controls for date label font style, color and size. Additionally, you can set the date text to Bold, Italic, or Underline.
Use Date-Label Defaults
Clicking the Use Date-Label Defaults button in the Dates tab of the Change Task/Milestone Properties form resets all format properties of the selected date label or labels back to the settings established in the Chart Properties form. The Use Date-Label Defaults button looks like this: