Difference between revisions of "Labeling Task/Milestone Dates for Version 7.0 (OnePager Express)"

Revision as of 16:08, 14 September 2019

About 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 milestone's start and finish dates are usually the same.

4) You can choose to use date labels for tasks, milestones, or both.

Using the Chart Properties Form to Edit Date Labels

1) All task and milestone date labels cab be edited without changing the settings in the current Template by using the following steps:

2) Click the Chart Properties button on the Home ribbon in the Settings group as shown here:

3) Clicking the Chart Properties button accesses the Chart Properties form.

4) Next, navigate to either the Task Bars or Milestonestab as appropriate.

5) On the Task Bars tab, as shown below, ensure that the Date Labels checkbox is checked On:

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

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

Date Label Font

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

a) Within this form are controls for date text font style, color and size.

b) Additionally, you can set the date text to Bold, Italic, or Underline.

Show (start/finish) and Position Date Label Text

9) The two checkboxes, Show start date and Show finish date, control the display of these two dates, respectively.

10) When checked, you have the option of selecting the position of the dates individually or together:

11) 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.

12) A Start field dropdown list example is shown below:

13) The combination of task label display and date label display for all task/milestones can cause a crowded appearance around the task/milestone shape.

14) Use the date label positioning controls to achieve the appearance desired in combination with task labels.

Date Format

15) OnePager provides a great deal of variety for the selection of date formats for task/milestones.

a) 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 chart.

b) A sample of date formats are shown below:

Separator

16) The separators are pairs of symbols that help differentiate the date label from other nearby text (e.g., task labels or percent complete).

17) There are several separator options to select from as shown below:

Use Fiscal Year

18) 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.

19) 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

20) 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:

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.

Editing Individual Date Labels in the Chart

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

(1) You can right-click on the selected task/milestone shape to access the context menu followed by clicking the Format... command in the menu.

(2) You can right-click on the selected date label itself to access the one command context menu followed by clicking the Format... command.

(3) You can click the Format... button on the Home ribbon tab.

2) Each of these methods is discussed below.

Right-Clicking a Task/Milestone

3) Accessing the Change Task/Milestone Properties form with this method requires you to right-click on the task or milestone.

4) This action accesses the available commands in the context menu shown below:

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

6) The Format tab is shown above where you can edit the task/milestone properties shown.

7) Navigate to the Dates tab on the Change Task/Milestones Properties form to make your edits to the selected dates.

8) The controls in the Change Task/Milestone Properties form's Date tab are discussed below.

Right-Clicking the Date Label

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

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

Format button on the OnePager Express Home Ribbon

10) The Change Task/Milestone Properties form can also be accessed by clicking the Format… button after you selected one or more tasks/milestones to edit.

11) The Format...button on the ribbon is shown below:

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

13) Navigate to the Dates tab on the Change Task/Milestones Properties form to make your edits to the selected dates.

14) 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

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

Show Dates

16) 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 also shown above.

Date Position Options

17) 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

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

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.

Related Link

Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-70

Editing with the Chart Properties form (Portal) 21.0.1-70

Managing Templates (Portal) 24.0.1-70

(10.2.1-70)