Editing with the Chart Properties form for Version 7.0 (Portal)

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Revision as of 15:16, 18 February 2019 by Rfeingold (Talk | contribs) (Understanding Chart Properties form)

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About Editing with the Project-View Properties Form

1) Previous article showed you how to manually edits individual shapes (See: Manual versus Data-Driven Editing (Portal)). 9.0.1-70

2) We coined the term maverick to describe the task/milestone properties that differ from the global defaults or from data driven (conditional formatting) values.

3) In addition to manual editing, OnePager can dynamically format your project views based on global default settings.

4) These settings are maintained in the Chart Properties form, which contains some of the most powerful and time saving OnePager features.

5) For global editing descriptions for task/milestones and decorations, please see the articles using this link: Manual versus Data-Driven Editing (Portal). 9.0.1-70

Understanding Chart Properties form

1) Use the Chart Properties form to view or change default settings that affect the appearance of the project view itself or of all (non-maverick) tasks/milestones.

2) For example, instead of changing all milestone shapes or colors one at a time, you can use the form to define your desired shapes and colors for tasks/milestones and other decorations.

3) You can access the form from the OnePager ribbon's Home tab by clicking the Chart Properties button as shown below:

P60-21 0 1-60-(1)-02202017.png
P60-21_0_1-60-(1)-02202017.png

4) Once the Chart Properties form is displayed, you’ll notice that the form has several tabs with lots of settings that you can configure.

5) Each of these tabs is described in detail for OnePager Pro and Express at the following article links:

Main Tab 21.1.1-70
Time Axis Tab for OnePager Pro 21.17.1-70 Time Axis Tab for OnePager Express 21.17.2-70
Rows/Swimlane Tab 21.2.1-70
Task Bars Tab for OnePager Pro 21.3.1-70 Task Bars Tab for OnePager Express 21.4.1-70
Milestones Tab for OnePager Pro 21.5.1-70 Milestones Tab for OnePager Express 21.6.1-70
Legend Tab for OnePager Pro 21.7.1-70 Legend Tab for OnePager Express 21.7.2-70
Page Layout 21.8.1-70
Headers and Footers Tab for OnePager Pro 21.9.1-70 Headers and Footers Tab for OnePager Express 21.10.1-70
Comment Boxes 21.11.1-70
Task Links Tab for OnePager Pro 21.12.1-70 Task Links Tab for OnePager Express 21.12.2-70
Advanced Tab for OnePager Pro 21.13.1-70 Advanced Tab-OnePager Express 21.14.1-70
Field Mappings Tab for OnePager Pro 21.15.1-70 Field Mappings Tab for OnePager Express 21.16.1-70

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