Difference between pages "Legend Tab for OnePager Live" and "Templates versus Charts for Version 7.2"

Revision as of 14:38, 31 May 2022

Overview

Charts and Templates both let you customize your work and save time making new charts or updating existing ones. Charts and Templates have some similar looking forms, so it is important to understand how they differ and what roles they play.

The concepts described and used in this article apply equally to OnePager Pro, OnePager Express and OnePager Bundle.

Templates

A Template is a framework from which you create new charts. It contains no imported tasks or milestones and it is never displayed on the screen as graphics. It is just a convenient way of standardizing the parameters for creating new charts. The Template Properties form establishes default settings for color assignments, row and swimlane assignments, font properties, time axis choices, headers, footers, task links, and comment boxes. It also tells OnePager which Fields to import from a Microsoft Project or a Microsoft Excel source plans when a new chart is created. Once you have created a chart using a Template Properties form, the chart becomes independent of the Template. You can change the Template Properties form and it has no further effect on charts already created. Templates are used by OnePager through the Template Properties form.

Chart

The chart is the graphical representation of the data imported from your Microsoft Project, Microsoft Excel, Smartsheet, or Oracle Primavera P6 source plan under the control of the the current Template Properties form. The chart can be manually edited on the screen which is called the Chart Editor.

For more information, please see the article at: Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-72

You can also use the Chart Properties form accessed from the Home ribbon tool bar tab to make edits and changes to the chart which override the settings in the Template Properties form. These Chart Properties form changes do not change the settings in the current Template Properties form. Finally, you can convert a chart and its property settings into a Template Properties form for future use and save it under a file name of your selection.

The Chart Versus Template Relationship

Given the explanations provided above for charts and Templates, the relationship between the two include the relationship between charts and snapshots as well. The figure below shows this relationship:

The vertical columns overlaying Project A and B represent the control that the three Templates Properties forms have over the look and feel of the charts and snapshots created for each of the three audience groups - Executives, the project Team, and Regulators. Each Template Properties form can create different charts that are tailored to the needs of each audience when it comes to telling a part of the schedule story. Template Properties form can be applied to many different projects as shown above and can be tailored with different settings as required. The charts and their snapshots respond to the settings in their respective Template Properties form by displaying task bars and milestone symbols, their decorations and adornments, and other chart features in accordance with Template Properties form's settings.

For more information on Template Properties forms, please see the articles in this series: Managing Templates (Portal) 24.0.1-72

For more information on the management of charts, please see the articles at: Managing Chart Data (Portal) 23.0.1-72

@@ Line 1: / Line 1: @@
-==About the Legend Tab for OnePager Live==
+==Overview==
-The '''Legend tab''', shown below, lets you control the '''format, position, and contents''' of the legend. Additionally, within this tab are the controls for '''specifying where the legend will appear''' in multi-page outputs.
+Charts and '''Templates''' both let you customize your work and save time making new charts or updating existing ones.  Charts and '''Templates''' have some similar looking forms, so it is important to understand how they differ and what roles they play.
-<center>[[File:LE-21_1_7-OPL-(1)-07202016.png]]</center>
+The concepts described and used in this article apply equally to OnePager Pro, OnePager Express and OnePager Bundle.
-==Basic Legend Properties Controls==
+==Templates==
-The following controls are available in the '''Legend''' tab:
+A '''Template''' is a framework from which you create '''new''' charts.  It contains no imported tasks or milestones and it is never displayed on the screen as graphics. It is just a convenient way of '''standardizing''' the parameters for creating new charts. The '''Template Properties''' form establishes default settings for '''color assignments, row and swimlane assignments, font properties, time axis choices, headers, footers, task links, and comment boxes'''.  It also tells OnePager which '''Fields''' to import from a Microsoft Project or a Microsoft Excel '''source plans''' when a new chart is created.  Once you have created a chart using a '''Template Properties''' form, the chart becomes independent of the '''Template'''.  You can change the '''Template Properties''' form and it has no further effect on charts already created. '''Templates''' are used by OnePager through the '''Template Properties''' form.
-) '''Show legend'''   This checkbox allows you to '''show or hide''' the legend. You may show the legend box as a '''horizontally oriented''' box as shown below.  The default orientation for the legend box is '''vertical'''.  In multi-page outputs this checkbox applies to '''all pages'''.
+==Chart==
-<center>[[File:LE-21_1_7-OPL-(2)-07202016.png]]</center>
+The chart is the graphical representation of the data '''imported''' from your Microsoft Project,  Microsoft Excel, Smartsheet, or Oracle Primavera P6 '''source plan''' under the control of the the '''current Template Properties''' form. The chart can be manually '''edited''' on the screen which is called the '''Chart Editor'''.
-) '''Legend-item font'''   This dropdown button provides access to the '''Font properties''' form that gives you access to set and to change the '''font''' characteristics of '''legend item text'''.  The '''Font properties''' form is standard throughout OnePager Live.
+For more information, please see the article at:  [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72
-) '''Legend-title font'''   This dropdown provides access to the '''Font properties''' form that gives you access to set and to change the '''font''' characteristics of the '''legend’s title'''.
+You can also use the '''Chart Properties''' form accessed from the '''Home''' ribbon tool bar tab to make '''edits''' and changes to the chart which override the settings in the '''Template Properties''' form.  These '''Chart Properties''' form changes do not change the settings in the '''current Template Properties''' form. Finally, you can convert a chart and its property settings into a '''Template Properties''' form for future use and '''save''' it under a '''file name''' of your selection.
-) '''Width and Height'''   The '''width and height''' controls for the legend is expressed in '''inches or centimeters''' depending on your selection in the '''template'''.
+==The Chart Versus Template Relationship==
-) '''Background color'''   The legend’s '''background color''' is controlled by this dropdown which gives you access to the standard '''Color Chooser''' form.
+Given the explanations provided above for charts and '''Templates''', the relationship between the two include the relationship between charts and '''snapshots''' as well.  The figure below shows this relationship:
-) '''Do not duplicate tasks/milestones'''   Please use this link for more detailed information on this control: [[New Legend Controls for OnePager Live | New Legend Controls]] 15.4.1-OPL <!--This may be merged into other articles about the legend's controls-->
+<center>[[File:P71-4_0_1_3-(1)-02082021.png]]</center>
+<!--<center>P71-4_0_1_3-(1)-02082021.png</center>-->
-) '''Make title automatically'''   This checkbox, when checked (the default setting), lets OnePager automatically generate the '''legend title'''.
+The vertical columns overlaying Project A and B represent the control that the three '''Templates Properties''' forms have over the look and feel of the charts and '''snapshots''' created for each of the three audience groups - Executives, the project Team, and Regulators.  Each '''Template Properties''' form can create different charts that are tailored to the needs of each audience when it comes to telling a part of the schedule story. '''Template Properties''' form can be applied to many different projects as shown above and can be tailored with different settings as required. The charts and their '''snapshots''' respond to the settings in their respective '''Template Properties''' form by displaying task bars and milestone symbols, their decorations and adornments, and other chart features in accordance with '''Template Properties''' form's settings.
-:a) The '''automatic title''' created is based on the name of the column from your Microsoft Project or Microsoft Excel plan you selected for '''Gantt Bar/Milestone Fill Color''' on the '''Task Bars and Milestone''' tabs on the Project-View Properties ('''PVP''') form below.
+For more information on '''Template Properties''' forms, please see the articles in this series:  [[Managing Templates for Version 7.2 (Portal) | Managing Templates (Portal)]] 24.0.1-72
-:b) The '''automatic title''' may also reflect your Microsoft Project or Microsoft Excel plan columns used for '''color or shape''' in '''conditional formatting'''.
+For more information on the management of charts, please see the articles at: [[Managing Chart Data for Version 7.2 | Managing Chart Data (Portal)]] 23.0.1-72
-:c) When the checkbox is unchecked, the '''Legend title''' window below is activated and you may enter the desired '''legend title''' for the legend that will appear.
+==Related Links==
-<center>[[File:LE-21_1_7-OPL-(3)-07202016.png]]</center>
+[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.2 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-72
-:d) '''Legend title'''    This '''text window''' allows you to type in a desired '''legend title''' when the '''Make title automatically''' checkbox is unchecked as described above.
+[[Managing Chart Data for Version 7.2 | Managing Chart Data (Portal)]] 23.0.1-72
-==Positioning the Legend in the View and in the Document:==
-) '''Legend position'''  The '''initial position''' of the legend is controlled by the '''template'''.     There are '''eight (8) compass locations''' that can apply to either the '''graph''' or the '''page''', yielding '''16 docking positions''' in all. You can later '''drag''' the legend to any location on the screen.
-<center>[[File:P52-21_1_7-(4)-06052015.png]]</center>
-:a) Since '''anchoring''' is preferred over '''free-floating''', we designed OnePager so that if you '''drag''' the legend away from one of its '''docked locations''', it becomes '''anchored''' to the same location as it was formerly '''docked'''.
-:b) You can always change the '''anchor''' location, but this convention leads to the best results when you '''drag''' the legend away from one of the fixed '''docking locations'''.
-) '''Legend Docking and Anchoring Options'''  There are '''four docking and anchoring''' options that control how the '''eight compass locations''' are interpreted.   These options can be accessed from the dropdown menu shown below:
-<center>[[File:P52-21_1_7-(5)-06052015.png]] </center>
-:a) '''Docked Defined'''    The term '''docked''' means that the legend will be placed in one of the '''sixteen (16) positions''' on the '''edges and corners''' of the '''graph''' (8) or on the '''edges and corners''' of the '''page''' (8).   If you choose not to '''dock''' in one of these '''16 locations''', it is recommended that you '''anchor''' the legend to one of the '''eight edges or corners of the page'''.   See the discussion on '''docking and anchoring''' in this article:   [[Legend Position Options for Multi-Page Outputs for OnePager Live | Legend Position Options for Multi-Page Outputs]] 15.2.1-OPL.
-:b) '''Anchoring''' has absolutely no effect on single-page views.
-===Docked to graph===
-:c) '''Docked to graph'''    When this option is selected, OnePager will place the legend at one of the '''eight (8) compass points''' along the '''edges and corners of the graph area''' (the rectangular area containing tasks and milestones, which excludes '''row labels, swimlane labels, time axis labels, headers/footers, and title'''.  The selection windows in the '''Legend''' tab of the '''PVP''' form looks like this:
-<center>[[File:LE-21_1_7-OPL-(6)-07202016.png]]</center>
-:c) '''Multi-Page'''   In a '''multi-page project view''', the legend will appear at the same location within the graph if you are displaying the legend on all pages.
-===Docked to page===
-:d) '''Docked to page'''   When this option is selected, OnePager will place the legend at one of the '''eight (8) compass points''' along the '''edges and corners''' of the '''page'''.  The selection windows in the '''Legend''' tab of the '''PVP''' form looks like this:
-<center>[[File:LE-21_1_7-OPL-(7)-07202016.png]]</center>
-:e) '''Multi-Page Considerations'''     In a '''multi-page project view''', the legend will appear at the same location on each page if you are displaying the legend on all pages.  When you select '''individual pages''' upon which to display the legend, the legend will appear at the '''same compass point''' on '''all pages''' where the legend is displayed.
-===Free-floating===
-:f) '''Free-floating'''    In this option, the legend is the position where you '''drag''' it, so it is no longer '''docked''' in one of the '''16 fixed compass point locations'''.  This mode may result in unusual positions when the document is divided into multiple pages.   In multi-page situations '''anchored to page''' is preferred over '''free-floating'''.  The selection windows in the '''Legend''' tab of the '''PVP''' form looks like this:
-<center>[[File:LE-21_1_7-OPL-(8)-07202016.png]]</center>
-:g) As noted above, the eight (8) legend compass point radio buttons do not play a part in legend positioning in the '''Free-floating''' option so they are ghosted.  Since there is currently no way for you to manually place the legend in a different '''undocked''' location on each output page, this option is '''not recommended'''.
-===Anchored to page===
-:h) '''Anchored to page'''   In this option the legend is associated with one of the '''eight compass positions''', but is placed as the same '''relative position''' on each page of the multi-page output.  The selection windows in the '''Legend''' tab looks like this:
-<center>[[File:LE-21_1_7-OPL-(9)-07202016.png]]</center>
-===Multi-Page===
-:i) When doing a multi-page view after dragging the legend to a different location, it is recommended to '''anchor''' the legend at the same '''position''' relative to one of the '''eight (8) compass positions''' along the '''edges or corners of the page'''.
-:j) '''Show Legend on Group'''   The '''Show Legend on''' group has the controls to tell OnePager on what pages to display the legend as shown below:
-<center>[[File:LE-21_1_7-OPL-(10)-07202016.png]]</center>
-:k) For selecting specific pages for which you want the legend to appear, use the same page selection conventions as are used in Microsoft Project or Excel.  If the '''Pages''' radio button is selected but there is no information in the page number window, just type in the page number using the format example shown at the right of the page number window.
-==Do Not Duplicate Task/Milestones==
-:l) '''Do not duplicate tasks/milestones''' This checkbox tells OnePager Live to avoid duplicating tasks bars and milestone symbols that have the same color in the legend.  If unchecked, same color task bars and milestone symbols will be duplicated.
-==Show or Hide Legend Elements==
-:m) '''Show or hide legend elements'''     These checkboxes allow you to control the '''graphic elements''' of the Legend that will be displayed.  The controls are shown below:
-<center>[[File:P52-21_1_7-(11)-06052015.png]]</center>
-:n) '''Title'''    Checking this checkbox will cause the '''legend title''' to be displayed in the legend.
-:o) '''Color/symbol items'''  Checking this checkbox will cause the '''legend item text''' and their '''colors/symbols''' to be displayed.
-:p) '''Gantt-bar diagram'''   This command displays an explanatory diagram that shows how the Gantt bars are '''decorated''' to show '''baseline, percent complete, and critical path'''.
-<center>[[File:P52-21_1_7-(12)-06052015.png]]</center>
-:q) '''Milestone diagram''' This command displays an explanatory diagram shown below for milestones at the bottom of the legend, just as you can show such an explanation for Gantt bars.
-<center>[[File:P52-21_1_7-(13A)-06052015.png]]</center>
-::i) The '''font sizes''' for the '''text elements''' in the combined diagrams above can be adjusted by right-clicking either of the diagrams, selecting the '''Item font…''' command, and adjusting the '''font size''' in the standard '''Font properties''' form that appears.
-::ii) Whether the milestone diagram displays '''baselines or incomplete milestones''' depends upon whether these features are enabled. The example below shows the case in which '''baselines''' are turned on (using the baseline checkboxes on the '''Task Bars''' and '''Milestones''' tabs) but '''incomplete milestones''' are not distinguished from '''complete milestones'''.
-==Showing Incomplete Milestones==
-) If you want to configure OnePager to '''show incomplete milestones''' as '''unfilled symbols''', you will need to navigate to the '''Milestones''' tab in the '''PVP''' form. There check the '''% Complete''' checkbox in the '''Milestone Symbol Decorations''' group and then click the '''%Complete Properties''' button.  This action will bring up the '''Set percent-complete properties''' form given below:
-<center>[[File:LE-21_1_7-OPL-(14)-07202016.png]]</center>
-) Checking the checkbox shown above will direct OnePager on how to treat the display of '''incomplete milestones''' and will modify the '''legend diagram''' as shown below:
-<center>[[File:P52-21_1_7-(15)-06052015.png]]</center>
-==Freeze Legend When Updating==
-) This control prevents the legend from being updated with new tasks or milestone items when you '''add or replace a snapshot'''.  To prevent or '''freeze legend updates''', check the '''Freeze legend when updating''' checkbox in the '''PVP''' form’s '''Legend''' tab as shown below:
-<center>[[File:LE-21_1_7-OPL-(16)-07202016.png]]</center>
-: Please use this link for more detailed information on this control: [[New Legend Controls for OnePager Live | New Legend Controls]] 15.4.1-OPL <!--This may be merged into other articles about the legend's controls-->
-==Related Links==
-{| class="wikitable"
+[[Managing Templates for Version 7.2 (Portal) | Managing Templates (Portal)]] 24.0.1-72
-| [[The Project View Legend for OnePager Live (Portal) | The Project View Legend (Portal)]] 15.0.1-OPL
-|-
-| [[Managing the Legend in the Project View for OnePager Live | Managing the Legend in the Project View]] 15.1.1-OPL
-|-
-| [[Legend Position Options for Multi-Page Outputs for OnePager Live | Legend Position Options for Multi-Page Outputs]] 15.2.1-OPL
-|-
-| [[Editing, Repositioning Legend Items, and Formatting the Legend for OnePager Live | Editing, Repositioning Legend Items, and Formatting the Legend]] 15.3.1-OPL
-|-
-| [[New Legend Controls for OnePager Live | New Legend Controls]] 15.4.1-OPL <!--This may be merged into other articles about the legend's controls-->
-|}
-(21.1.7-OPL)
+(4.0.1.3-72)
-[[Category:OnePager Live]]
+[[Category:Version 7.2]]
-[[Category:Task/Milestone Editing for OnePager Live]]
+[[Category:Getting Started with Version 7.2]]
-[[Category:Task/Milestone Decorations]]
+[[Category:Core Concepts]]
-[[Category:Color Palettes]]
-[[Category:Ribbon]]
-[[Category:Snapshots]]
-[[Category:Project Views]]
 [[Category:Templates]]
-[[Category:Project-View Properties Form]]
+[[Category:Charts]]
+[[Category:Templates Versus Charts]]
+[[Category:Importing]]
+[[Category:OnePager Pro]]
+[[Category:OnePager Express]]
+[[Category:OnePager Bundle]]

Difference between pages "Legend Tab for OnePager Live" and "Templates versus Charts for Version 7.2"

Revision as of 14:38, 31 May 2022

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