Labeling Task/Milestone Dates for Version 6.1 (OnePager Express)

From OnePager Documentation
Jump to: navigation, search

About Modifying Date Labels

1) Date label displays are driven by the start and finish date data imported from the Microsoft Excel source plan.

2) Every task in a Microsoft Excel source plan has a designated start and finish date.

3) A milestones’ start and finish dates are usually the same. You can choose to use date labels for tasks, milestones, or both.

Modifying All Date Labels in a Project View

All task and milestone date labels can be modified in a project view without changing the settings in the current Template by using the following steps:

1) Click the Project-View Properties (PVP) button on the Home ribbon in the Settings group.

2) Then, navigate to either the Task Bars or Milestonestab as appropriate.

3) Ensure that the Date Labels checkbox is checked as shown below:

X60-10 2 1-60-(1)-02092017.png

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

X60-10 2 1-60-(2)-02092017.png

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

a) 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 text font style, color and size. Additionally, you can set the date text to Bold, Italic, or Underline.
X52-10 2-(3)-06082015.png
b) 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:
X52-10 2-(4)-06082015.png


The combination of task label display and date label display for all task/milestones can cause a crowded appearance. Use the date label positioning controls to achieve the appearance desired in combination with task labels.
c) 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 date formats are the same as for date formats used for the time axis at the top/bottom of the project view. A sample of date formats are shown below:
X52-10 2-(5)-06082015.png
d) 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:
X52-10 2-(6)-06082015.png
e) Use Fiscal Year. The Use fiscal year checkbox is an instruction, if checked, to OnePager to show the displayed date in the fiscal year format for the project view’s time axis. OnePager takes the action only if the time axis for the project view is, indeed, displaying the time axis in a fiscal year format.

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

X52-10 2-(7)-06082015.png
a) Date Label fonts are overridden by Task Label fonts when the Date Label and Task Label are in the same position.
b) If the Date Label is put in a different position than the Task Label, the Date Label font's properties are honored as expected.

Modifying Individual Date Labels in the Project View

1) The default settings for date labels on individual task/milestones can be modified by using the following steps:

2) You can select the task/milestone and right-click it to reveal the context menu with the Format… command or click the Format… button on the Home ribbon after selecting the desired tasks/milestones.

P53-10 0 1-53-(2)-03142016.png

P52-10 -(2)-06012015.png

3) Either way, select the Date tab in the Change Marker Properties form which looks like this:

X52-10 2-(8)-06082015.png

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

4) Date Label Position. You have the option to change the 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:

X52-10 2-(9)-06082015.png

5) Date Font. Clicking the Date Font dropdown menu button brings up the Font properties form shown below:

X52-10 2-(10)-06082015.png
a) Within the Font properties form are controls for date text font style, color and size.
b) Additionally, you can set the date text to Bold, Italic, or Underline.