Using Fiscal Years and Weeks for OnePager Live

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About Fiscal Years and Weeks

22.2.1-OPL Not Edited Beyond this Point. Encountered problem with formatting example - Bugzilla 4404

OnePager has date formats for both calendar year and fiscal year representations. Date labels are represented in a standard way for any task/milestone or decoration that has a date association. These include:

  • Tasks/Milestones start and finish dates
  • Baseline start and finish dates
  • Deadline date
  • Endpoint (4 in total) date
  • Time axis levels (3 levels) dates

1) For all but the time axis levels, you have the capability to specify the position of dates with respect to the task, milestone, or decoration. For all of the above, including time axis levels, you may specify the font properties of the date text as well.

2) Tasks/milestones and their associated decorations (baselines, deadlines, and endpoints) have their date label characteristics specified globally following the steps outlined below:

a) Select the Project-View Properties (PVP) button on the Home ribbon.
b) This will bring up the PVP form where you may select either the Task Bar tab or the Milestones tab to gain access to the appropriate decorations group of the form as shown below:
LE-22 2 1-OPL-(1)-07212016.png
c) When any decoration checkbox is checked, you may click the associated Properties buttons to the right to gain access to the respective Change marker properties forms as with the example for Baseline Properties below:
LE-22 2 1-OPL-(2)-07212016.png
d) The form above shows typical dates control groups for a Set --- properties form. Choosing to show the dates, the positioning of the dates, the selection of the date format, and date font properties are standard throughout.

Using Fiscal Years

The Use fiscal year checkbox, however, requires some further explanation. When this checkbox is checked, OnePager 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.

1) As an example, suppose we have the following simple one task project with the single task spanning two standard calendar years. The Microsoft Project plan will look like this:

LE-22 2 1-OPL-(3)-07222016.png

2) Creating the project view will yield this graph where the time axis is specified globally as a standard calendar year, the single task’s start date is shown above the task and its finish date is shown below:

P52-22 2-(4)-06052015.png
a) The years shown for the task’s start date is shown as 2014 and the task’s finish date is shown as 2015 above. This matches the time axis specification.
b) We now can use the time axis controls accessed through the Main tab of the PVP form. Click the Configure time axis button and go to the various tabs where we can change the time axis to reflect a fiscal year type format with the beginning of the fiscal year in October, let’s say, and the name of the fiscal year will be specified in the calendar year that the fiscal year ends.
c) After resetting the Top, Middle and Bottom tabs in the Advanced time axis features form, we can make changes to the Advanced tab control as shown below:
P52-22 2-(5)-06052015.png
d) Configured with these time axis control settings, the above project view is transformed to look like this:
P52-22 2-(6)-06052015.png
e) Since we would like to have the task’s start and finish dates to reflect the correct fiscal year designation, we need to make two more adjustments:
(1) First, we need to check the Use fiscal year checkbox in the Set date properties form accessed through the Task Bar tab of the PVP form and the Date Label Properties button to get to the form shown below:
P52-22 2-(7)-06052015.png
(2) In the above illustration, the Use fiscal year checkbox is checked but we have not changed the date format, which is the second change that will have to be made. The first change will look like this:
P52-22 2-(8)-06052015.png
f) To avoid a possible misunderstanding on the duration of the task in the example above, we recommend, if year must be displayed, that it be displayed in a format clearly showing the fiscal year nature of the task’s start and finish dates as shown below:
P52-22 2-(9)-06052015.png

Using Fiscal Weeks

OnePager is able to display the week number of each fiscal year, going sequentially from 1 to 52 (or 53 in some cases). The feature is discussed below and some of the results are shown.

1) This feature depends on your answer to three (3) questions in setting up the time axis:

(1) On what day of the week does each week start (Sunday, Monday, etc.)?
(2) Which month is the first month of the fiscal year?
(3) 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?

2) The following illustrations define weeks as beginning on Sundays and define the fiscal year as beginning in October. These are the two cases of setting the answer to the third question above to make sure that the feature reflects your desires. The examples show how to answer the three questions via the Advanced time-axis features form.

3) These examples will display all three levels on the time axis. The top level shows fiscal year and month. The middle level shows week of the fiscal year, the main concern. The bottom level shows day of the week.

a) Here is how to set up the second level of the time axis to display weeks of the fiscal year.
P52-22 2-(10)-06052015.png
b) Clearly this example will result in a bottom time axis (days) that are too crowded to be properly displayed. When OnePager detects this condition, it provides a warning message as shown below:
P52-22 2-(11)-06052015.png

c) Under such circumstances it is recommended that you adjust your time axis level selections to present a more pleasing display of the time axis.

Defining the First Week in a Fiscal Year

1) OnePager has three (3) options for defining the first week of the fiscal year as described in detail below. Where the first week of the fiscal year contains:

(1) The first day of the fiscal year.
(2) The first full week of the fiscal year.
(3) The fourth (4th) day of the year in accordance with International Standards Organization (ISO) 8601.

2) The selection control for establishing which option you wish to use is shown below:

P53-22 2 1-53-(2)-03282016.png

3) The subsections below describe each of these options.

First Week of the Fiscal Year Contains the First Day of the Fiscal Year

1) The settings in the Advanced tab tells OnePager to count fiscal year weeks from the week that contains the first day of each fiscal year. (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.)

P52-22 2-(12)-06052015.png

2) The result of these settings is shown below. The first week of fiscal year 2014 begins on Sunday, September 30th of calendar year 2013 which is the week that contains the first day of fiscal year 2014 (Monday, October 1st of calendar year 2014).

P52-22 2-(13)-06052015.png

First Week of the Fiscal Year is First Full Week of the Fiscal Year

1) The settings shown below in the Advanced tab tells OnePager to count fiscal year weeks from the first full week of each fiscal year.

P52-22 2-(14)-06052015.png

2) And below is a project view time axis which correctly shows the first week of fiscal year 2013 beginning on Sunday, September 30th of calendar year 2012, which is the week that contains the first day of fiscal year 2013 (Monday, October 1st of calendar year 2012).

P52-22 2-(15)-06052015.png

First Week of the Fiscal Year Contains the 4th day of the Fiscal Year (ISO 8601)

1) The settings shown below in the Advanced tab tells OnePager to count the fiscal year weeks from the first week that contains the 4th day of the year per ISO 8601.

P53-22 2 1-53-(3)-03282016.png

2) Below is a project view time axis showing the first week of the fiscal year containing the 4th day of the week.

P53-22 2 1-53-(4)-03282016.png

(22.2.1-OPL)