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

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==About Date Labels==
 
==About Date Labels==
  
1) '''Date label''' displays are driven by the '''start and finish date'''  data '''imported''' from the Microsoft Project '''source plan'''.  
+
'''Date label''' displays are driven by the '''start and finish date'''  data '''imported''' from the Microsoft Project '''source plan'''. Every task in a Microsoft Project '''source plan''' has a designated '''start and finish date'''.  A milestone's '''start and finish dates''' in the '''source plan''' are usually the same. You can choose to use '''date labels''' for task bars, milestone symbols, or both.
 
+
2) Every task in a Microsoft Project '''source plan''' has a designated '''start and finish date'''.   
+
 
+
3) A milestone's '''start and finish dates''' in the '''source plan''' are usually the same.  
+
 
+
4) You can choose to use '''date labels''' for task bars, milestone symbols, or both.
+
  
 
==Using the Chart Properties Form to Edit Date Labels==   
 
==Using the Chart Properties Form to Edit Date Labels==   
  
1) '''All''' task bar and milestone symbol '''date labels''' can be '''edited''' without changing the settings in the current '''Template Properties''' form as follows.
+
'''All''' task bar and milestone symbol '''date labels''' can be '''edited''' without changing the settings in the current '''Template Properties''' form as follows.  Click the '''Chart Properties''' button on the '''Home''' ribbon tool bar tab in the '''Settings'''  control group as shown here:
 
+
2) Click the '''Chart Properties''' button on the '''Home''' ribbon tool bar tab in the '''Settings'''  control group as shown here:
+
  
 
<center>[[File:P70-10_1_1-(1)-06012020.png]]</center>
 
<center>[[File:P70-10_1_1-(1)-06012020.png]]</center>
<center>P70-10_1_1-(1)-06012020.png</center>
+
<!--<center>P70-10_1_1-(1)-06012020.png</center>-->
  
3)  Clicking the '''Chart Properties''' button accesses the '''Chart Properties''' form.
+
Clicking the '''Chart Properties''' button accesses the '''Chart Properties''' form. Next, navigate to either the '''Task Bars''' or '''Milestones''' tab as appropriate.  On the '''Task Bars''' tab, as shown below, ensure that the '''Date Labels''' checkbox is checked '''ON''':
 
+
4) Next, navigate to either the '''Task Bars''' or '''Milestones''' tab as appropriate.
+
 
+
5) On the '''Task Bars''' tab, as shown below, ensure that the '''Date Labels''' checkbox is checked '''ON''':
+
  
 
<center>[[File:P70-10_1_1-(2)-06012020.png]]</center>
 
<center>[[File:P70-10_1_1-(2)-06012020.png]]</center>
<center>P70-10_1_1-(2)-06012020.png</center>
+
<!--<center>P70-10_1_1-(2)-06012020.png</center>-->
  
 
+
Clicking the '''Date Label Properties...''' button to the right of the '''Date Labels''' checkbox accesses the '''Set Date Label Properties''' form as shown here:
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:
+
  
 
<center>[[File:P70-10_1_1-(3)-06012020.png]]</center>
 
<center>[[File:P70-10_1_1-(3)-06012020.png]]</center>
<center>P70-10_1_1-(3)-06012020.png</center>
+
<!--<center>P70-10_1_1-(3)-06012020.png</center>-->
 
+
7) There are eight (8) controls in the form above. 
+
  
8) All actions are consistent with identical controls found elsewhere in OnePager Pro ('''OPP''').
+
There are eight (8) controls in the form above.  All actions are consistent with identical controls found elsewhere in OnePager Pro ('''OPP''').
  
 
===Date Label Font===
 
===Date Label Font===
  
9) This control causes the '''Font properties''' form shown below to appear when the dropdown button is clicked.  
+
This control causes the '''Font properties''' form shown below to appear when the dropdown button is clicked.  
  
 
<center>[[File:P70-10_1_1-(4)-06012020.png]]</center>
 
<center>[[File:P70-10_1_1-(4)-06012020.png]]</center>
<center>P70-10_1_1-(4)-06012020.png</center>
+
<!--<center>P70-10_1_1-(4)-06012020.png</center>-->
  
10) Within this form are controls for '''date label font style''', '''color''' and '''size'''.  
+
Within this form are controls for '''date label font style''', '''color''' and '''size'''. Additionally, you can set the '''date label''' to '''Bold''', ''Italic'', or [[Underline]].
 
+
11) Additionally, you can set the '''date label''' to '''Bold''', ''Italic'', or [[Underline]].
+
  
 
===Show (Start/Finish) and Position Date Label===
 
===Show (Start/Finish) and Position Date Label===
  
12) The two checkboxes, '''Show start date''' and '''Show finish date''', control the display of these two dates, respectively.  
+
The two checkboxes, '''Show start date''' and '''Show finish date''', control the display of these two dates, respectively. When checked '''ON''', you have the option of selecting the '''position of the date labels''' individually or together:
 
+
13) When checked '''ON''', you have the option of selecting the '''position of the date labels''' individually or together:
+
  
 
<center>[[File:P70-10_1_1-(5)-06012020.png]]</center>
 
<center>[[File:P70-10_1_1-(5)-06012020.png]]</center>
<center>P70-10_1_1-(5)-06012020.png</center>
+
<!--<center>P70-10_1_1-(5)-06012020.png</center>-->
 
+
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:
+
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. A '''Start field''' dropdown list example is shown below:
  
 
<center>[[File:P70-10_1_1-(6)-06012020.png]]</center>
 
<center>[[File:P70-10_1_1-(6)-06012020.png]]</center>
<center>P70-10_1_1-(6)-06012020.png</center>
+
<!--<center>P70-10_1_1-(6)-06012020.png</center>-->
  
16) The combination of '''task label''' display and '''date label''' display for '''all''' task bar/milestone symbols can cause a crowded appearance around the task bar /milestone symbol.  
+
The combination of '''task label''' display and '''date label''' display for '''all''' task bar/milestone symbols can cause a crowded appearance around the task bar /milestone symbol. Use the '''date label positioning''' controls to achieve the appearance desired in combination with '''task bar name labels'''.
 
+
17) Use the '''date label positioning''' controls to achieve the appearance desired in combination with '''task bar name labels'''.
+
  
 
===Date Formats===
 
===Date Formats===
  
18) OnePager provides a great many options for the selection of '''date formats''' for task bars/milestone symbols.   
+
OnePager provides a great many options for the selection of '''date formats''' for task bars/milestone symbols.  For consistency, the available formats for task bars/milestone symbol's '''date formats''' are the same as for '''date formats''' used for the '''time axis''' in the chart. A sample of '''date formats''' are shown below:
 
+
19) For consistency, the available formats for task bars/milestone symbol's '''date formats''' are the same as for '''date formats''' used for the '''time axis''' in the chart.  
+
 
+
20) A sample of '''date formats''' are shown below:
+
  
 
<center>[[File:P70-10_1_1-(7)-06012020.png]]</center>
 
<center>[[File:P70-10_1_1-(7)-06012020.png]]</center>
<center>P70-10_1_1-(7)-06012020.png</center>
+
<!--<center>P70-10_1_1-(7)-06012020.png</center>-->
  
 
===Separator===
 
===Separator===
  
21) The '''separators''' are pairs of '''symbols''' that help differentiate the '''date label''' from other nearby text (e.g., '''task bar name labels''' or '''percent complete''').  
+
The '''separators''' are pairs of '''symbols''' that help differentiate the '''date label''' from other nearby text (e.g., '''task bar name labels''' or '''percent complete'''). 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-(8)-06012020.png]]</center>
 
<center>[[File:P70-10_1_1-(8)-06012020.png]]</center>
<center>P70-10_1_1-(8)-06012020.png</center>
+
<!--<center>P70-10_1_1-(8)-06012020.png</center>-->
  
 
===Use Fiscal Year===
 
===Use Fiscal Year===
  
23) The '''Use fiscal year''' checkbox is an instruction, if checked '''ON''', to OnePager to show the displayed '''date label''' in the '''fiscal year''' format for the chart’s '''time axis'''.  
+
The '''Use fiscal year''' checkbox is an instruction, if checked '''ON''', to OnePager to show the displayed '''date label''' in the '''fiscal year''' format for the chart’s '''time axis'''.  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.  
  
24) OnePager takes the action only if the '''time axis''' for the chart is, indeed, displaying the '''time axis''' in a '''fiscal year''' format. 
+
For more information on the '''Time Axis Fiscal Year Mode''', please see the article at:  [[Using Fiscal Years and Weeks for OnePager Pro for Version 7.0 | Using Fiscal Years and Weeks for OnePager Pro]] <!--22.2.1-70-->
 
+
25) Make sure that the '''time axis''' is in '''fiscal''' mode to assure that '''date labels''' displayed are consistent.
+
 
+
26) For more information on the '''Time Axis Fiscal Year Mode''', please see the article at:  [[Using Fiscal Years and Weeks for OnePager Pro for Version 7.0 | Using Fiscal Years and Weeks for OnePager Pro]] 22.2.1-70.
+
  
 
===Sample Start and Finish Date Labels in the Chart===
 
===Sample Start and Finish Date Labels in the Chart===
  
27) 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:
+
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-(9)-06012020.png]]</center>
 
<center>[[File:P70-10_1_1-(9)-06012020.png]]</center>
<center>P70-10_1_1-(9)-06012020.png</center>
+
<!--<center>P70-10_1_1-(9)-06012020.png</center>-->
 
+
28) '''Date Label fonts''' are overridden by '''Task Bar Name Label fonts''' when the '''Date Label''' and '''Task Bar Name Label''' are in the '''same position'''.
+
  
29) If the '''Date Label''' is put in a '''different''' position than the '''Task Bar Name Label''', the '''Date Label font's''' properties are honored.
+
'''Date Label fonts''' are overridden by '''Task Bar Name Label fonts''' when the '''Date Label''' and '''Task Bar Name Label''' are in the '''same position'''. If the '''Date Label''' is put in a '''different''' position than the '''Task Bar Name 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 task bars and milestone symbols:
+
There are three (3) methods for accessing the controls for '''editing''' individual '''date labels''' on individual task bars and milestone symbols:
  
:a) You can right-click on the selected task bar/milestone symbol to access the right-click '''context menu''' followed by clicking the '''Format...''' command in the '''context menu'''.
+
:* You can right-click on the selected task bar/milestone symbol to access the right-click '''context menu''' followed by clicking the '''Format...''' command in the '''context menu'''.
 +
:* You can right-click on the selected '''date label''' itself to access the '''Date label''' right-click '''context menu''' followed by clicking the '''Format...''' command.
 +
:* You can click the '''Format...''' button on the OnePager '''Home''' ribbon tool bar tab.
  
:b) You can right-click on the selected '''date label''' itself to access the '''Date label''' right-click '''context menu''' followed by clicking the '''Format...''' command.
+
Each of these methods is discussed below.
 
+
:c) You can click the '''Format...''' button on the OnePager '''Home''' ribbon tool bar tab.
+
 
+
2) Each of these methods is discussed below.
+
  
 
===Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name Label===
 
===Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name Label===
  
3) Accessing the '''Change Task/Milestone Properties''' form with this method requires you to right-click on the task bar or milestone symbol or the '''task bar name label''' to access the right-click '''context menu''' for either.   
+
Accessing the '''Change Task/Milestone Properties''' form with this method requires you to right-click on the task bar or milestone symbol or the '''task bar name label''' to access the right-click '''context menu''' for either.  This action accesses the available commands in the right-click '''context menu''' when a task bar is right-clicked as shown below:
 
+
4) This action accesses the available commands in the right-click '''context menu''' when a task bar is right-clicked as shown below:
+
  
 
<center>[[File:P70-10_0_1-(5)-06012020.png]]</center>
 
<center>[[File:P70-10_0_1-(5)-06012020.png]]</center>
<center>P70-10_0_1-(5)-006012020.png</center>
+
<!--<center>P70-10_0_1-(5)-006012020.png</center>-->
  
5) The '''Format...''' command can also be accessed by right-clicking a '''task bar's name label as shown here:
+
The '''Format...''' command can also be accessed by right-clicking a '''task bar's name label''' as shown here:
  
 
<center>[[File:P70-10_0_1-(5A)-06012020.png]]</center>
 
<center>[[File:P70-10_0_1-(5A)-06012020.png]]</center>
<center>P70-10_0_1-(5A)-006012020.png</center>
+
<!--<center>P70-10_0_1-(5A)-006012020.png</center>-->
  
6) Either way the '''Format...''' command is accessed in a right-click '''context menu''', clicking the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form as shown here:
+
Either way the '''Format...''' command is accessed in a right-click '''context menu''', clicking the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form as shown here:
  
 
<center>[[File:P70-10_0_1-(6)-06012020.png]]</center>
 
<center>[[File:P70-10_0_1-(6)-06012020.png]]</center>
<center>P70-10_0_1-(6)-006012020.png</center>
+
<!--<center>P70-10_0_1-(6)-006012020.png</center>-->
  
7) Navigate to the '''Dates''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''dates'''.
+
Navigate to the '''Dates''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''dates'''. The controls in the '''Change Task/Milestone Properties''' form's '''Date''' tab are discussed below.
 
+
8) The controls in the '''Change Task/Milestone Properties''' form's '''Date''' tab are discussed below.
+
  
 
===Right-Clicking the Date Label===
 
===Right-Clicking the Date Label===
  
9)  The '''Date Label''' when displayed can also be right-clicked to access the one command '''Date Label''' right-click '''context menu''' as shown below:
+
The '''Date Label''' when displayed can also be right-clicked to access the one command '''Date Label''' right-click '''context menu''' as shown below:
  
 
<center>[[File:P70-10_1_1-(10)-06012020.png]]</center>
 
<center>[[File:P70-10_1_1-(10)-06012020.png]]</center>
<center>P70-10_1_1-(10)-06012020.png</center>
+
<!--<center>P70-10_1_1-(10)-06012020.png</center>-->
  
10) Clicking the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form at the '''Dates''' tab as shown here:
+
Clicking the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form at the '''Dates''' tab as shown here:
  
 
<center>[[File:P70-10_1_1-(11)-06012020.png]]</center>
 
<center>[[File:P70-10_1_1-(11)-06012020.png]]</center>
<center>P70-10_1_1-(11)-06012020.png</center>
+
<!--<center>P70-10_1_1-(11)-06012020.png</center>-->
 
+
===Format button on the OnePager Pro Home Ribbon Tool Bar===
+
  
11) The '''Change Task/Milestone Properties''' form can also be accessed by clicking the '''Format…''' button after you selected one or more task bars/milestone symbols to '''edit'''. 
+
===Format Button on the OnePager Pro Home Ribbon Tool Bar===
  
12) The '''Format...'''button on the ribbon is shown below:
+
The '''Change Task/Milestone Properties''' form can also be accessed by clicking the '''Format…''' button after you selected one or more task bars/milestone symbols to '''edit'''.  The '''Format...'''button on the '''Home''' ribbon tool bar tab is shown below:
  
 
<center>[[File:P70-10_0_1-(7)-06012020.png]]</center>
 
<center>[[File:P70-10_0_1-(7)-06012020.png]]</center>
<center>P70-10_0_1-(7)-006012020.png</center>
+
<!--<center>P70-10_0_1-(7)-06012020.png</center>-->
  
13) After clicking the '''Format...''' button as shown above, the '''Change Task/Milestone Properties''' form is accessed at the '''Format''' tab as shown here:
+
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-(8)-06012020.png]]</center>
 
<center>[[File:P70-10_0_1-(8)-06012020.png]]</center>
<center>P70-10_0_1-(8)-006012020.png</center>
+
<!--<center>P70-10_0_1-(8)-06012020.png</center>-->
  
14) Navigate to the '''Dates''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''date labels'''.
+
Navigate to the '''Dates''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''date labels'''. 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===
  
16) Any method you use the '''Date''' tab in the '''Change Task/Milestone Properties''' form looks like this:
+
Any method you use the '''Date''' tab in the '''Change Task/Milestone Properties''' form looks like this:
  
 
<center>[[File:P70-10_1_1-(12)-06012020.png]]</center>
 
<center>[[File:P70-10_1_1-(12)-06012020.png]]</center>
<center>P70-10_1_1-(12)-06012020.png</center>
+
<!--<center>P70-10_1_1-(12)-06012020.png</center>-->
  
 
====Show Dates====
 
====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.
+
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====
 
   
 
   
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:
+
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_1_1-(13)-06012020.png]]</center>
 
<center>[[File:P70-10_1_1-(13)-06012020.png]]</center>
<center>P70-10_1_1-(13)-06012020.png</center>
+
<!--<center>P70-10_1_1-(13)-06012020.png</center>-->
  
 
====Date Font Properties====
 
====Date Font Properties====
  
19) Clicking the '''Date Font''' dropdown menu button accesses the '''Font properties''' form shown below:  
+
Clicking the '''Date Font''' dropdown menu button accesses the '''Font properties''' form shown below:  
  
 
<center>[[File:P70-10_1_1-(14)-06012020.png]]</center>
 
<center>[[File:P70-10_1_1-(14)-06012020.png]]</center>
<center>P70-10_1_1-(14)-06012020.png</center>
+
<!--<center>P70-10_1_1-(14)-06012020.png</center>-->
  
20) Within the '''Font properties''' form are controls for '''date label font style''', '''color''' and '''size'''.
+
Within the '''Font properties''' form are controls for '''date label font style''', '''color''' and '''size'''. 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]].
+
  
 
====Use Date-Label Defaults====
 
====Use Date-Label Defaults====
  
22) Clicking the '''Use Date-Label Defaults''' button in the '''Dates''' tab of the '''Change Task/Milestone Properties''' form resets all '''format properties of the selected '''date label or labels''' back to the settings established in the '''Chart Properties''' form.
+
Clicking the '''Use Date-Label Defaults''' button in the '''Dates''' tab of the '''Change Task/Milestone Properties''' form resets all '''format properties of the selected '''date label or labels''' back to the settings established in the '''Chart Properties''' form. The '''Use Date-Label Defaults''' button looks like this:
 
+
23)  The '''Use Date-Label Defaults''' button looks like this:
+
  
 
<center>[[File:P70-10_1_1-(15)-06012020.png]]</center>
 
<center>[[File:P70-10_1_1-(15)-06012020.png]]</center>
<center>P70-10_1_1-(15)-06012020.png</center>
+
<!--<center>P70-10_1_1-(15)-06012020.png</center>-->
  
 
==Related Link==
 
==Related Link==
  
[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-70
+
[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
  
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-70
+
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
  
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70
+
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
  
 
(10.1.1-70)
 
(10.1.1-70)

Latest revision as of 20:56, 12 January 2021

About Date Labels

Date label displays are driven by the start and finish date data imported from the Microsoft Project source plan. Every task in a Microsoft Project source plan has a designated start and finish date. A milestone's start and finish dates in the source plan are usually the same. You can choose to use date labels for task bars, milestone symbols, or both.

Using the Chart Properties Form to Edit Date Labels

All task bar and milestone symbol date labels can be edited without changing the settings in the current Template Properties form as follows. Click the Chart Properties button on the Home ribbon tool bar tab in the Settings control group as shown here:

P70-10 1 1-(1)-06012020.png

Clicking the Chart Properties button accesses the Chart Properties form. Next, navigate to either the Task Bars or Milestones tab as appropriate. On the Task Bars tab, as shown below, ensure that the Date Labels checkbox is checked ON:

P70-10 1 1-(2)-06012020.png

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

P70-10 1 1-(3)-06012020.png

There are eight (8) controls in the form above. All actions are consistent with identical controls found elsewhere in OnePager Pro (OPP).

Date Label Font

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

P70-10 1 1-(4)-06012020.png

Within this form are controls for date label font style, color and size. Additionally, you can set the date label to Bold, Italic, or Underline.

Show (Start/Finish) and Position Date Label

The two checkboxes, Show start date and Show finish date, control the display of these two dates, respectively. When checked ON, you have the option of selecting the position of the date labels individually or together:

P70-10 1 1-(5)-06012020.png

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. A Start field dropdown list example is shown below:

P70-10 1 1-(6)-06012020.png

The combination of task label display and date label display for all task bar/milestone symbols can cause a crowded appearance around the task bar /milestone symbol. Use the date label positioning controls to achieve the appearance desired in combination with task bar name labels.

Date Formats

OnePager provides a great many options for the selection of date formats for task bars/milestone symbols. For consistency, the available formats for task bars/milestone symbol's date formats are the same as for date formats used for the time axis in the chart. A sample of date formats are shown below:

P70-10 1 1-(7)-06012020.png

Separator

The separators are pairs of symbols that help differentiate the date label from other nearby text (e.g., task bar name labels or percent complete). There are several separator options to select from as shown below:

P70-10 1 1-(8)-06012020.png

Use Fiscal Year

The Use fiscal year checkbox is an instruction, if checked ON, to OnePager to show the displayed date label in the fiscal year format for the chart’s time axis. 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.

For more information on the Time Axis Fiscal Year Mode, please see the article at: Using Fiscal Years and Weeks for OnePager Pro

Sample Start and Finish Date Labels in the Chart

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:

P70-10 1 1-(9)-06012020.png

Date Label fonts are overridden by Task Bar Name Label fonts when the Date Label and Task Bar Name Label are in the same position. If the Date Label is put in a different position than the Task Bar Name Label, the Date Label font's properties are honored.

Editing Individual Date Labels in the Chart

There are three (3) methods for accessing the controls for editing individual date labels on individual task bars and milestone symbols:

  • You can right-click on the selected task bar/milestone symbol to access the right-click context menu followed by clicking the Format... command in the context menu.
  • You can right-click on the selected date label itself to access the Date label right-click context menu followed by clicking the Format... command.
  • You can click the Format... button on the OnePager Home ribbon tool bar tab.

Each of these methods is discussed below.

Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name Label

Accessing the Change Task/Milestone Properties form with this method requires you to right-click on the task bar or milestone symbol or the task bar name label to access the right-click context menu for either. This action accesses the available commands in the right-click context menu when a task bar is right-clicked as shown below:

P70-10 0 1-(5)-06012020.png

The Format... command can also be accessed by right-clicking a task bar's name label as shown here:

P70-10 0 1-(5A)-06012020.png

Either way the Format... command is accessed in a right-click context menu, clicking the Format… command accesses the Change Task/Milestone Properties form as shown here:

P70-10 0 1-(6)-06012020.png

Navigate to the Dates tab on the Change Task/Milestones Properties form to make your edits to the selected dates. The controls in the Change Task/Milestone Properties form's Date tab are discussed below.

Right-Clicking the Date Label

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

P70-10 1 1-(10)-06012020.png

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

P70-10 1 1-(11)-06012020.png

Format Button on the OnePager Pro Home Ribbon Tool Bar

The Change Task/Milestone Properties form can also be accessed by clicking the Format… button after you selected one or more task bars/milestone symbols to edit. The Format...button on the Home ribbon tool bar tab is shown below:

P70-10 0 1-(7)-06012020.png

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

P70-10 0 1-(8)-06012020.png

Navigate to the Dates tab on the Change Task/Milestones Properties form to make your edits to the selected date labels. 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

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

P70-10 1 1-(12)-06012020.png

Show Dates

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

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:

P70-10 1 1-(13)-06012020.png

Date Font Properties

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

P70-10 1 1-(14)-06012020.png

Within the Font properties form are controls for date label font style, color and size. Additionally, you can set the date text to Bold, Italic, or Underline.

Use Date-Label Defaults

Clicking the Use Date-Label Defaults button in the Dates tab of the Change Task/Milestone Properties form resets all format properties of the selected date label or labels back to the settings established in the Chart Properties form. The Use Date-Label Defaults button looks like this:

P70-10 1 1-(15)-06012020.png

Related Link

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

Editing with the Chart Properties form (Portal)

Managing Templates (Portal)

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