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

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2) Every task in a Microsoft Project '''source plan''' has a designated '''start and finish date'''.   
 
2) Every task in a Microsoft Project '''source plan''' has a designated '''start and finish date'''.   
  
−
3) A milestone's '''start and finish dates''' are usually the same.  
+
3) A milestone shape's '''start and finish dates''' are usually the same.  
  
−
4) You can choose to use '''date labels''' for tasks, milestones, or both.
+
4) You can choose to use '''date labels''' for task shapes, milestone shapes, or both.
  
 
==Using the Chart Properties Form to Edit Date Labels==   
 
==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:
+
1) '''All''' task and milestone shape '''date labels''' cab be '''edited''' without changing the settings in the current '''Template''' as follows.
  
 
2)  Click the '''Chart Properties''' button on the '''Home''' ribbon in the '''Settings''' group as shown here:
 
2)  Click the '''Chart Properties''' button on the '''Home''' ribbon in the '''Settings''' group as shown here:
Line 32: Line 32:
 
<center>P70-10_1_1-70-(3)-09132019.png</center>
 
<center>P70-10_1_1-70-(3)-09132019.png</center>
  
−
7) There are eight controls in the form above.  All actions are consistent with identical controls found elsewhere in OnePager Pro ('''OPP''').
+
7) There are eight controls in the form above.   
 +
 
 +
8) All actions are consistent with identical controls found elsewhere in OnePager Pro ('''OPP''').
  
 
===Date Label Font===
 
===Date Label Font===
  
−
8) This control causes the '''Font properties''' form shown below to appear when the dropdown button is clicked.  
+
9) This control causes the '''Font properties''' form shown below to appear when the dropdown button is clicked.  
  
 
<center>[[File:P60-10_1_1-60-(3)-02092017.png]]</center>
 
<center>[[File:P60-10_1_1-60-(3)-02092017.png]]</center>
 
<center>P60-10_1_1-60-(3)-02092017.png</center>
 
<center>P60-10_1_1-60-(3)-02092017.png</center>
  
−
:a) Within this form are controls for date text '''font style''', '''color''' and '''size'''.  
+
10) 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]].
+
11) Additionally, you can set the date text to '''Bold''', ''Italic'', or [[Underline]].
  
 
===Show (start/finish) and Position Date Label Text===
 
===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.  
+
12) 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:
+
13) When checked, you have the option of selecting the position of the dates individually or together:
  
 
<center>[[File:P70-10_1_1-70-(4)-09132019.png]]</center>
 
<center>[[File:P70-10_1_1-70-(4)-09132019.png]]</center>
 
<center>P70-10_1_1-70-(4)-09132019.png</center>
 
<center>P70-10_1_1-70-(4)-09132019.png</center>
  
−
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.
+
14) 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:
+
15)  A '''Start field''' dropdown list example is shown below:
  
 
<center>[[File:P70-10_1_1-70-(5)-09132019.png]]</center>
 
<center>[[File:P70-10_1_1-70-(5)-09132019.png]]</center>
 
<center>P70-10_1_1-70-(5)-09132019.png</center>
 
<center>P70-10_1_1-70-(5)-09132019.png</center>
  
−
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.  
+
16) The combination of '''task label''' display and '''date label''' display for '''all''' task/milestone shapes 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'''.
+
17) Use the '''date label''' positioning controls to achieve the appearance desired in combination with '''task labels'''.
  
 
===Date Format===
 
===Date Format===
  
−
15) OnePager provides a great deal of variety for the selection of '''date formats''' for task/milestones.   
+
18) OnePager provides a great deal of variety for the selection of '''date formats''' for task/milestone shapes.   
  
−
: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.  
+
19) For consistency, the available formats for task/milestone shape's '''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:
+
20) A sample of '''date formats''' are shown below:
  
 
<center>[[File:P70-10_1_1-70-(6)-09132019.png]]</center>
 
<center>[[File:P70-10_1_1-70-(6)-09132019.png]]</center>
Line 78: Line 80:
 
===Separator===
 
===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''').  
+
21) 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:
+
22) There are several '''separator''' options to select from as shown below:
  
 
<center>[[File:P70-10_1_1-70-(7)-09132019.png]]</center>
 
<center>[[File:P70-10_1_1-70-(7)-09132019.png]]</center>
Line 87: Line 89:
 
===Use Fiscal Year===
 
===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'''.  
+
23) 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'''.  
 +
 
 +
24) OnePager takes the action only if the '''time axis''' for the chart is, indeed, displaying the '''time axis''' in a '''fiscal year''' format. 
  
−
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.
+
25) 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===
 
===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:
+
26) 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:
  
 
<center>[[File:P70-10_1_1-70-(8)-09132019.png]]</center>
 
<center>[[File:P70-10_1_1-70-(8)-09132019.png]]</center>
 
<center>P70-10_1_1-70-(8)-09132019.png</center>
 
<center>P70-10_1_1-70-(8)-09132019.png</center>
  
−
:a) '''Date Label fonts''' are overridden by '''Task Label fonts''' when the '''Date Label''' and '''Task Label''' are in the '''same position'''.
+
27) '''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.
+
28) 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==  
 
==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) There are three (3) methods for accessing the controls for '''editing''' individual '''date labels''' on individual task and milestone shapes:
  
−
:(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.
+
:a)  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.
+
:b) 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.
+
:c) You can click the '''Format...''' button on the '''Home''' ribbon tab.
  
 
2) Each of these methods is discussed below.
 
2) Each of these methods is discussed below.
Line 116: Line 120:
 
===Right-Clicking a Task/Milestone===
 
===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.   
+
3) Accessing the '''Change Task/Milestone Properties''' form with this method requires you to right-click on the task or milestone shape.   
  
 
4) This action accesses the available commands in the '''context menu''' shown below:
 
4) This action accesses the available commands in the '''context menu''' shown below:
Line 128: Line 132:
 
<center>P70-10_0_1-70-(6)-09132019.png</center>
 
<center>P70-10_0_1-70-(6)-09132019.png</center>
  
−
6) The '''Format''' tab is shown above where you can '''edit''' the task/milestone properties shown.
+
6) The '''Format''' tab is shown above where you can '''edit''' the task/milestone shape's properties.
  
 
7) Navigate to the '''Dates''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''dates'''.
 
7) Navigate to the '''Dates''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''dates'''.
Line 148: Line 152:
 
===Format button on the OnePager Pro Home Ribbon===
 
===Format button on the OnePager Pro 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 '''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) The '''Format...'''button on the ribbon is shown below:
  
 
<center>[[File:P70-10_0_1-70-(7)-09132019.png]]</center>
 
<center>[[File:P70-10_0_1-70-(7)-09132019.png]]</center>
 
<center>P70-10_0_1-70-(7)-09132019.png</center>
 
<center>P70-10_0_1-70-(7)-09132019.png</center>
  
−
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) After clicking the '''Format...''' button as shown above, the '''Change Task/Milestone Properties''' form is accessed at the '''Format''' tab as shown here:
  
 
<center>[[File:P70-10_0_1-70-(8)-09132019.png]]</center>
 
<center>[[File:P70-10_0_1-70-(8)-09132019.png]]</center>
 
<center>P70-10_0_1-70-(8)-09132019.png</center>
 
<center>P70-10_0_1-70-(8)-09132019.png</center>
  
−
13) Navigate to the '''Dates''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''dates'''.
+
14) 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.
+
15) 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===
 
===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:
+
16) Any method you use the '''Date''' tab in the '''Change Task/Milestone Properties''' form looks like this:
  
 
<center>[[File:P70-10_0_1-70-(11)-09132019.png]]</center>
 
<center>[[File:P70-10_0_1-70-(11)-09132019.png]]</center>
Line 173: Line 177:
 
====Show Dates====
 
====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.
+
17) 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====
 
====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:
+
18) 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:
  
 
<center>[[File:P70-10_0_1-70-(12)-09132019.png]]</center>
 
<center>[[File:P70-10_0_1-70-(12)-09132019.png]]</center>
Line 184: Line 188:
 
====Date Font Properties====
 
====Date Font Properties====
  
−
18) Clicking the '''Date Font''' dropdown menu button accesses the '''Font properties''' form shown below:  
+
19) Clicking the '''Date Font''' dropdown menu button accesses the '''Font properties''' form shown below:  
  
 
<center>[[File:P70-10_0_1-70-(13)-09132019.png]]</center>
 
<center>[[File:P70-10_0_1-70-(13)-09132019.png]]</center>
 
<center>P70-10_0_1-70-(13)-09132019.png</center>
 
<center>P70-10_0_1-70-(13)-09132019.png</center>
  
−
:a) Within the '''Font properties''' form are controls for date text '''font style''', '''color''' and '''size'''.
+
20) 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]].
+
21) Additionally, you can set the date text to '''Bold''', ''Italic'', or [[Underline]].
  
 
==Related Link==
 
==Related Link==

Revision as of 15:29, 20 December 2019

About Date Labels

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

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

3) A milestone shape's start and finish dates are usually the same.

4) You can choose to use date labels for task shapes, milestone shapes, or both.

Using the Chart Properties Form to Edit Date Labels

1) All task and milestone shape date labels cab be edited without changing the settings in the current Template as follows.

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

File:P70-10 1 1-70-(1)-09132019.png
P70-10_1_1-70-(1)-09132019.png

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:

File:P70-10 1 1-70-(2)-09132019.png
P70-10_1_1-70-(2)-09132019.png

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:

File:P70-10 1 1-70-(3)-09132019.png
P70-10_1_1-70-(3)-09132019.png

7) There are eight controls in the form above.

8) All actions are consistent with identical controls found elsewhere in OnePager Pro (OPP).

Date Label Font

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

P60-10 1 1-60-(3)-02092017.png
P60-10_1_1-60-(3)-02092017.png

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

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

Show (start/finish) and Position Date Label Text

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

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

File:P70-10 1 1-70-(4)-09132019.png
P70-10_1_1-70-(4)-09132019.png

14) 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.

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

File:P70-10 1 1-70-(5)-09132019.png
P70-10_1_1-70-(5)-09132019.png

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

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

Date Format

18) OnePager provides a great deal of variety for the selection of date formats for task/milestone shapes.

19) For consistency, the available formats for task/milestone shape's date formats are the same as for date formats used for the time axis at the top/bottom of the chart.

20) A sample of date formats are shown below:

File:P70-10 1 1-70-(6)-09132019.png
P70-10_1_1-70-(6)-09132019.png

Separator

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

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

File:P70-10 1 1-70-(7)-09132019.png
P70-10_1_1-70-(7)-09132019.png

Use Fiscal Year

23) 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.

24) OnePager takes the action only if the time axis for the chart is, indeed, displaying the time axis in a fiscal year format.

25) 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

26) 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:

File:P70-10 1 1-70-(8)-09132019.png
P70-10_1_1-70-(8)-09132019.png

27) Date Label fonts are overridden by Task Label fonts when the Date Label and Task Label are in the same position.

28) 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 task and milestone shapes:

a) You can right-click on the selected task/milestone shape to access the context menu followed by clicking the Format... command in the menu.
b) You can right-click on the selected date label itself to access the one command context menu followed by clicking the Format... command.
c) 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 shape.

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

File:P70-10 0 1-70-(5)-09132019.png
P70-10_0_1-70-(5)-09132019.png

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

File:P70-10 0 1-70-(6)-09132019.png
P70-10_0_1-70-(6)-09132019.png

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

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:

File:P70-10 1 1-70-(9)-09132019.png
P70-10_1_1-70-(9)-09132019.png

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

File:P70-10 0 1-70-(10)-09132019.png
P70-10_0_1-70-(10)-09132019.png

Format button on the OnePager Pro Home Ribbon

11) 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.

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

File:P70-10 0 1-70-(7)-09132019.png
P70-10_0_1-70-(7)-09132019.png

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

File:P70-10 0 1-70-(8)-09132019.png
P70-10_0_1-70-(8)-09132019.png

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

15) 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

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

File:P70-10 0 1-70-(11)-09132019.png
P70-10_0_1-70-(11)-09132019.png

Show Dates

17) 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

18) 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:

File:P70-10 0 1-70-(12)-09132019.png
P70-10_0_1-70-(12)-09132019.png

Date Font Properties

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

File:P70-10 0 1-70-(13)-09132019.png
P70-10_0_1-70-(13)-09132019.png

20) Within the Font properties form are controls for date text font style, color and size.

21) 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

(10.1.1-70)

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