Difference between revisions of "Legend Tab for Version 7.0 (OnePager Express)"

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(Created page with "==About the Legend Tab for OnePager Pro and Express== 1) The '''Legend tab''', shown below, lets you control the '''format, position, and contents''' of the legend. 2) Addi...")
 
 
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==About the Legend Tab for OnePager Pro and Express==
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==Using the Chart Properties Form’s Legend Tab==
  
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1) The '''Legend tab''', shown below, lets you control the '''format, position, and contents''' of the legend.
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The '''Legend '''tab for the '''Chart Properties''' form looks like this:
  
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2) Additionally, there are the controls for '''specifying where the legend appears''' in '''multi-page''' outputs.
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<center>[[File:X70-15_3_2-70-(1-1)-09162020.png]]</center>
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<!--<center>X70-15_3_2-70-(1-1)-09162020.png</center>-->
  
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<center>[[File:P60-21_1_7-60-(1)-02212017.png]]</center>
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As with the '''Template Properties''' form’s '''Legend''' tab, the controls in the '''Chart Properties''' form’s '''Legend''' tab are not '''enabled''' and cannot be '''edited''' until the '''Show legend''' checkbox is checked '''ON'''. In the sub-sections that follow, each of the control groups and controls are discussed in detail.
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<center>P60-21_1_7-60-(1)-02212017.png</center>
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==Basic Legend Properties Controls==
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===Layout Control Group===
  
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1) The following controls are available in the '''Legend''' tab:
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The '''Layout''' control group consists of two radio buttons that position the '''Legend''' either '''vertically''' in the chart or '''horizontally''' in the chart.  The '''default''' setting is '''Vertical''' and OnePager positions the '''Legend''', when '''shown''', in the '''upper right corner '''of the '''graph'''.
  
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2) '''Show legend'''.  This checkbox allows you to '''show or hide''' the legend. You can show the legend box as a '''horizontally oriented''' box as shown below.
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The illustration below shows the '''Legend '''with the '''Horizontal''' radio button selected.
  
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3) The default orientation for the legend box is '''vertical'''. In '''multi-page''' outputs this checkbox applies to '''all pages'''.
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<center>[[File:X70-15_3_2-70-(3)-10142019.png]]</center>
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<!--<center>X70-15_3_1-70-(3)-10142019.png</center>-->
  
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<center>[[File:P52-21_1_7-(2)-06052015.png]]</center>
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OnePager initially positions the '''Horizontal Legend''' at the bottom of the '''graph'''.  You can perform all the '''re-positioning''', '''resizing''', and '''editing''' operations on the '''Horizontal Legend''' as are available for the '''Vertical Legend'''.  Additionally, the '''Horizontal Legend’s''' right-click '''context menu''' can be accesses as well as each individual '''Legend Item’s''' right-click '''context menu''' and all allowable '''edits''' can be made.  The '''Horizontal Legend''' can be reconfigured to the '''Vertical Legend '''at any time and any '''edits''' made to the '''Horizontal Legend''' are retained in the '''Vertical Legend'''.
  
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4) '''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 Pro ('''OPP''') and Express ('''OPX''').
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===Legend-Item and Legend-Title Font Editing Controls===
  
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5) '''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'''. 
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There are two (2) sets of controls for '''editing font properties''' of the '''Legend-items''' and '''Legend-title'''.  For both sets of controls, clicking the dropdown button in the window to the immediate right of the control’s label access the standard OnePager '''Font properties''' form as shown below:
  
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6) '''Width and Height'''.   The '''width and height''' controls for the legend is expressed in '''inches or centimeters''' depending on your selection in the '''Template'''.
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<center>[[File:X70-15_3_2-70-(4-1)-09162020.png]]</center>
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<!--<center>X70-15_3_2-70-(4-1)-09162020.png</center>-->
  
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7) '''Background color'''.  The legend’s '''background color''' is controlled by this dropdown which gives you access to the standard '''Color Chooser''' form.
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There are six (6) controls in the '''Font properties''' form shown above which are standard in most applications involving '''text editing'''.
  
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8) '''Do not duplicate tasks/milestones'''.  Please use the links below for more detailed information on this control:
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:1) '''Font Style''', implemented as a dropdown list, includes the '''font styles''' installed on your computer.
  
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<center>
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:2) The '''Size''' control is a dial window where you can either click up or down or type in a desired '''font size''' integer value.
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{| class="wikitable"
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| [[New Legend Controls for Version 7.0 (OnePager Pro) | New Legend Controls for OnePager Pro]] 15.4.1-70
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| [[New Legend Controls for Version 7.0 (OnePager Express) | New Legend Controls for OnePager Express]] 15.5.1-70
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|}
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</center>
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9) '''Make title automatically'''.  This checkbox, when checked (the default setting), lets OnePager automatically generate the '''legend title'''.
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:3) Clicking the '''Color''' dropdown accesses the standard OnePager '''Color Chooser''' form.
  
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:a) The '''automatic title''' created is based on the name in the field from your Microsoft Project or Microsoft Excel '''source plan''' you selected for '''Gantt Bar/Milestone Fill Color''' on the '''Task Bars and Milestone''' tabs on the Project-View Properties ('''PVP''') form below.
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:4) The '''Bold''' button is a toggle that sets the selected '''text string''' as '''Bold text'''.
  
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:b) The '''automatic title''' can also reflect your Microsoft Project or Microsoft Excel '''source plan''' fields used for '''color or shape''' in '''conditional formatting'''.  
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:5) The '''Italics''' button, also a toggle, sets the selected '''text string '''as ''Italic text''.
  
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:c) When the checkbox is unchecked, the '''Legend title''' window below is activated and you can enter the desired '''legend title''' for the legend that appears.
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:6) The '''Underline''' button operates as a toggle that sets the selected '''text string'''s Underline.
  
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<center>[[File:P60-21_1-60-(3)-02212017.png]]</center>
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===Legend Position Controls===
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<center>P60-21_1-60-(3)-02212017.png</center>
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: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.
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The '''Legend position''' control group consists of a dropdown selection list and eight (8) radio buttons.
  
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==Positioning the Legend in the View and in the Document:==
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The four (4) selection options for the dropdown list as shown below:
  
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1) '''Legend position'''. The '''initial position''' of the legend is controlled by the '''Template'''.    
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<center>[[File:X70-15_3_2-70-(5-2)-09162020.png]]</center>
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<!--<center>X70-15_3_2-70-(5-2)-09162020.png</center>-->
  
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2) There are '''eight (8) compass locations''' that can apply to either the '''graph''' or the '''page''', yielding '''16 docking positions''' in all.  
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For more information on '''Legend Position Options''', please see the article at:  [[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]] <!--15.2.1-70-->
  
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3) You can later '''drag''' the legend to any location on the screen.
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===Legend Width and Height Resizing Controls===
  
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<center>[[File:P60-21_1-60-(4)-02212017.png]]</center>
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There two (2) controls are for '''editing''' the '''width''' and '''length '''of the '''Legend''' box in the chart as shown below:
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<center>P60-21_1-60-(4)-02212017.png</center>
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: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'''.
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<center>[[File:X70-15_3_2-70-(5A-2)-09162020.png]]</center>
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<!--<center>X70-15_3_2-70-(5A-2)-09162020.png</center>-->
  
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: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'''.
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'''Legend resizing''' using the controls in the '''Legend''' tab of the '''Chart Properties''' form is done exactly like using the corresponding controls for the '''Comment box''' at the '''Chart Properties''' form's '''Comment Boxes''' tab.
  
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4) '''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:
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For more information on the '''resizing '''controls shown for the '''Comment box''', please see this section of the article at: [[Creating and Managing Comment Boxes for Version 7.0#Box Size Controls for Comment Boxes | Creating and Managing Comment Boxes-Box Size Controls for Comment Boxes]] <!--13.0.1-70-->
  
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<center>[[File:P52-21_1_7-(5)-06052015.png]]</center>
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===Background Color Controls===
  
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:a) '''Docked Defined'''.    The term '''docked''' means that the legend is 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 Version 7.0 | Legend Position Options for Multi-Page Outputs]]. 15.2.1-70
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The '''Background color''' controls for the '''Legend''' are positioned below the '''Width and Height''' controls shown in the illustration above.  Clicking the window’s dropdown button accesses the standard '''Color Chooser''' form.  You can use the standard '''Color Chooser '''form to select a '''background color''' for the '''Legend''' as well as use employ the '''No fill''' feature to give the '''Legend''' an appearance of '''transparency'''.  As with '''resizing the Legend''', the controls and approach for using the '''No fill''' feature is the same as the approach for '''Comment boxes'''.  
  
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:b) '''Anchoring''' has absolutely no effect on single-page views.
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For more information on the '''resizing '''controls shown for the '''Comment box''', please see this section of the article at:  [[Creating and Managing Comment Boxes for Version 7.0#Using the No fill Feature | Creating and Managing Comment Boxes-Using the No fill Feature]] <!--13.0.1-70-->
  
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===Docked to graph===
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===Controlling Duplication of Legend Items===
  
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:c) '''Docked to graph'''.    When this option is selected, OnePager places 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:  
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The OnePager '''Legend''' can '''show''' all task bars and milestone symbols even if several of them have the same '''Color''' and '''Shape'''.  This often resulted in unnecessarily busy-looking '''Legends'''.  There is a control in the '''Template Properties''' and '''Chart Properties''' forms at the '''Legend''' tab giving you a checkbox to specifically tell OnePager '''Do not duplicate task/milestones''' items in the '''Legend '''regardless of their differences in '''color''' and/or '''shape'''.  
  
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<center>[[File:P60-21_1_7-60-(6)-02212017.png]]</center>
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This is shown in the '''Chart Properties''' form’s '''Legend''' tab below:  
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<center>P60-21_1_7-60-(6)-02212017.png</center>
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:c) '''Multi-Page'''.   In a '''multi-page project view''', the legend appears at the same location within the project view if you are displaying the legend on all pages.
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<center>[[File:X70-15_3_2-70-(6-1)-09162020.png]]</center>
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<!--<center>X70-15_3_2-70-(6-1)-09162020.png</center>-->
  
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===Docked to page===
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As an example, the '''Legend''' below shows both a blue milestone symbol item and blue task bar with the '''Do not duplicate tasks/milestones''' checkbox checked '''OFF''':
  
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:d) '''Docked to page'''.   When this option is selected, OnePager places 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:
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<center>[[File:X70-15_3_2-70-(7)-10142019.png]]</center>
 +
<!--<center>X70-15_3_1-70-(7)-10142019.png</center>-->
  
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<center>[[File:P60-21_1_7-60-(7)-02212017.png]]</center>
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When the checkbox is checked '''ON''', only the task bar for each '''color''' appears in the '''Legend'''.
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<center>P60-21_1_7-60-(7)-02212017.png</center>
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:e) '''Multi-Page Considerations'''.    In a '''multi-page project view''', the legend appears at the same location on each page if you are displaying the legend on '''all pages'''. When you select '''individual pages''' to display the legend, the legend appears at the '''same compass point''' on '''all pages''' where the legend is displayed.
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'''Legend items''' for milestone symbols can be suppressed by checking the '''Do not duplicate tasks/milestones''' checkbox is checked '''ON''' as shown below:  
  
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===Free-floating===
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<center>[[File:X70-15_3_2-70-(8)-10142019.png]]</center>
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<!--<center>X70-15_3_1-70-(8)-10142019.png</center>-->
  
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: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 can 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:
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On occasion, it can become necessary when checking the '''Do not duplicate tasks/milestones''' checkbox '''ON and OFF '''to right-click on the '''Legend''' and then click the '''Rebuild Legend''' command in the '''Legend''' right-click '''context menu '''as shown below:
  
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<center>[[File:P60-21_1_7-60-(8)-02212017.png]]</center>
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<center>[[File:P70-15_3_1-70-(9)-10102019.png]]</center>
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<center>P60-21_1_7-60-(8)-02212017.png</center>
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<!--<center>P70-15_3_1-70-(9)-10102019.png</center>-->
  
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: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 disabled.  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'''.
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Performing this action tells OnePager to re-scan the '''graph '''and '''rebuild '''the '''Legend''' to assure that the appearance of the '''Legend''' corresponds to the information displayed in the '''Chart Editor'''.
  
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===Anchored to page===
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===Make Title Automatically and Legend Title===
  
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: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:
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The '''Make title automatically''' checkbox, when checked '''ON''' (the '''default setting'''), tells OnePager to automatically generate the '''Legend title '''based on the Microsoft Excel '''source plan '''field '''name''' selected for '''Task Bar/Milestone Fill Color''' on the '''Task Bars''' or '''Milestone''' tabs on the '''Chart Properties''' form shown here:
  
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<center>[[File:P60-21_1_7-60-(9)-02212017.png]]</center>
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<center>[[File:X70-15_3_2-70-(10-1)-09162020.png]]</center>
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<center>P60-21_1_7-60-(9)-02212017.png</center>
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<!--<center>X70-15_3_2-70-(10-1)-09162020.png</center>-->
  
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:i) '''Multi-Page'''.    When doing a '''multi-page''' project 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'''.
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When the checkbox is checked '''OFF''', as shown below, the '''Legend title''' window under the '''Make title automatically '''checkbox is '''enabled''' and you can enter any desired '''Legend title''' for the '''Legend '''box displayed in the chart.
  
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: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:
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<center>[[File:X70-15_3_2-70-(11-1)-09162020.png]]</center>
 +
<!--<center>X70-15_3_2-70-(11-1)-09162020.png</center>-->
  
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<center>[[File:P52-21_1_7-(10)-06052015.png]]</center>
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If the above illustrated '''edits''' are applied, the '''Legend '''looks like this:
  
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:k) For selecting '''specific pages''' that 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.
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<center>[[File:X70-15_3_2-70-(12)-10142019.png]]</center>
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<!--<center>X70-15_3_1-70-(12)-10142019.png</center>-->
  
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:l) '''Show or hide legend elements'''.    These checkboxes allow you to control the '''graphic elements''' of the Legend that are displayed.  The controls are shown below:
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If the '''Make title automatically '''checkbox is subsequently rechecked '''ON''', the '''Legend title''' window is '''disabled'''.  Its '''edited''' contents may remain in the window and the '''title of the Legend''' in the chart reverts to the '''Legend title '''selected for '''Task Bar/Milestone Fill Color''' on the '''Task Bars''' or '''Milestone''' tabs on the '''Chart Properties''' form as shown here:
  
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<center>[[File:P52-21_1_7-(11)-06052015.png]]</center>
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<center>[[File:X70-15_3_2-70-(13-2)-09162020.png]]</center>
 +
<!--<center>X70-15_3_2-70-(13-2)-09162020.png</center>-->
  
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:m) '''Title'''.    Checking this checkbox causes the '''legend title''' to be displayed in the legend.  
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The '''Make title automatically''' checkbox and the '''Legend title''' window are '''disabled '''on the '''Template Properties''' form’s '''Legend '''tab.
  
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:n) '''Color/symbol items'''.  Checking this checkbox causes the '''legend item text''' and their '''colors/symbols''' to be displayed. 
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===Show Legend On: Control Group===
  
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:o) '''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'''.
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The '''Show legend on:''' control group is provided to give you specific control over where the '''Legend '''is to appear on '''multi-page outputs'''. The '''default '''setting in the '''Template Properties '''and '''Chart Properties '''form’s '''Legend '''tab is '''All pages'''.
  
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<center>[[File:P52-21_1_7-(12)-06052015.png]]</center>
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You can click the '''Pages '''radio button in the control group to '''enable '''the entry of specific '''output page numbers''' or '''series of page numbers '''in the window to the immediate right of the radio button.
  
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:p) '''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. 
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The '''entry window '''accepts:
  
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<center>[[File:P52-21_1_7-(13A)-06052015.png]]</center>
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:1) Single integer digit values separated by a comma.
  
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::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.
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:2) A starting page number followed by a dash and an ending page number.
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::ii) Whether the milestone diagram displays '''baselines or incomplete milestones''' depends upon whether these features are enabled.
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::iii) The example above 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'''.
+
  
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==Showing Incomplete Milestones==
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:3) Combinations of these are acceptable if separated by a comma as shown below:
  
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1) If you want to configure OnePager to '''show incomplete milestones''' as '''unfilled symbols''', you 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 accesses the '''Set percent-complete properties''' form given below:
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<center>[[File:X70-15_3_2-70-(14-1)-09162020.png]]</center>
 +
<!--<center>X70-15_3_2-70-(14-1)-09162020.png</center>-->
  
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<center>[[File:P52-21_1_7-(14)-06052015.png]]</center>
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===Show or Hide Legend Elements Control Group===
  
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2) Checking the checkbox shown above directs OnePager on how to treat the display of '''incomplete milestones''' and modifies the '''legend diagram''' as shown below:
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The '''Show or hide legend elements''' control group provides options for how the '''Legend '''can be configured in the chart.  The '''Show or hide legend elements '''control group is shown here:
  
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<center>[[File:P52-21_1_7-(15)-06052015.png]]</center>
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<center>[[File:X70-15_3_2-70-(15-1)-09162020.png]]</center>
 +
<!--<center>X70-15_3_2-70-(15-1)-09162020.png</center>-->
  
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==Freeze Legend When Updating==
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The '''default '''settings in the '''Template Properties '''and '''Chart Properties '''form’s '''Legend '''tab is to have the '''Title''' and '''Color/symbol items''' checkboxes checked '''ON'''.  When the '''Gantt-bar diagram '''checkbox is checked '''ON''', with the '''Title '''and '''Color/symbol items''' checkboxes checked '''ON''' as well, the '''Legend''' looks like this:
  
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1) This control prevents the legend from being updated with new tasks or milestone items when you '''add or replace a snapshot'''.
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<center>[[File:X70-15_3_2-70-(16-1)-09162020.png]]</center>
 +
<!--<center>X70-15_3_2-70-(16-1)-09162020.png</center>-->
  
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2) To prevent or '''freeze legend updates''', check the '''Freeze legend when updating''' checkbox in the '''PVP''' form’s '''Legend''' tab as shown below:
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When the '''Gantt-bar diagram '''and '''Milestone diagram''' checkboxes are checked '''ON''', with the '''Title '''and '''Color/symbol items''' checkboxes checked '''ON''', the '''Legend''' looks like this:
  
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<center>[[File:P60-21_1_7-60-(16)-02212017.png]]</center>
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<center>[[File:X70-15_3_2-70-(17-1)-09162020.png]]</center>
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<center>P60-21_1_7-60-(16)-02212017.png</center>
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<!--<center>X70-15_3_2-70-(17-1)-09162020.png</center>-->
  
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3) Please use the links below for more detailed information on this control:
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===Freeze Legend When Updating===
  
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<center>
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The '''Freeze legend when updating '''checkbox, where the '''default '''setting is '''OFF''', prevents the '''Legend''' from being '''updated''' if new task bars or milestone symbols are found by OnePager when you '''add or replace a snapshot'''.  To prevent or '''freeze legend updates''', check the '''Freeze legend when updating''' checkbox to '''ON '''in the '''Chart Properties''' form’s '''Legend''' tab as shown below:
−
{| class="wikitable"
+
 
−
| [[New Legend Controls for Version 7.0 (OnePager Express) | New Legend Controls for OnePager Express]] 15.5.1-70
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<center>[[File:X70-15_3_2-70-(18-1)-09162020.png]]</center>
−
|}
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<!--<center>X70-15_3_2-70-(18-1)-09162020.png</center>-->
−
</center>
+
  
 
==Related Links==
 
==Related Links==
  
−
[[The Project View Legend for Version 7.0 (Portal) | The Project View Legend (Portal)]] 15.0.1-70
+
[[Managing the Legend in the Chart for Version 7.0 | Managing the Legend in the Chart]] <!--15.1.1-70-->
 +
 
 +
[[Legend Editing Controls for OnePager Pro for Version 7.0 | Legend Editing Controls for OnePager Pro]] <!--15.3.1-70-->
 +
 
 +
[[Legend Editing Controls for OnePager Express for Version 7.0 | Legend Editing Controls for OnePager Express]] <!--15.3.2-70-->
 +
 
 +
[[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]] <!--15.2.1-70-->
 +
 
 +
[[The Chart Legend for Version 7.0 (Portal) | The Chart Legend (Portal)]] <!--15.0.1-70-->
 +
 
 +
[[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70-->
  
−
[[Managing the Legend in the Project View for Version 7.0 | Managing the Legend in the Project View]] 15.1.1-6
+
[[Creating Multi-Page Charts with Version 7.0 (Portal) | Creating Multi-Page Charts (Portal)]] <!--8.6.1-70-->
  
−
[[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]] 15.2.1-70
+
[[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, Repositioning Legend Items, and Formatting the Legend for Version 7.0 | Editing, Repositioning Legend Items, and Formatting the Legend ]] 15.3.1-70
+
[[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]] <!--13.0.1-70-->
  
−
[[New Legend Controls for Version 7.0 (OnePager Express) | New Legend Controls for OnePager Express]] 15.5.1-70
+
[[Creating and Managing Free Boxes for Version 7.0#Resizing a Free Box | Creating and Managing Free Boxes-Resizing a Free Box]] <!--14.0.1-70-->
  
 
(21.7.2-70)
 
(21.7.2-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
−
[[Category:Editing a Project View]]
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[[Category:Editing the Chart]]
 
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Latest revision as of 15:57, 20 January 2021

Using the Chart Properties Form’s Legend Tab

The Legend tab for the Chart Properties form looks like this:

X70-15 3 2-70-(1-1)-09162020.png

As with the Template Properties form’s Legend tab, the controls in the Chart Properties form’s Legend tab are not enabled and cannot be edited until the Show legend checkbox is checked ON. In the sub-sections that follow, each of the control groups and controls are discussed in detail.

Layout Control Group

The Layout control group consists of two radio buttons that position the Legend either vertically in the chart or horizontally in the chart. The default setting is Vertical and OnePager positions the Legend, when shown, in the upper right corner of the graph.

The illustration below shows the Legend with the Horizontal radio button selected.

X70-15 3 2-70-(3)-10142019.png

OnePager initially positions the Horizontal Legend at the bottom of the graph. You can perform all the re-positioning, resizing, and editing operations on the Horizontal Legend as are available for the Vertical Legend. Additionally, the Horizontal Legend’s right-click context menu can be accesses as well as each individual Legend Item’s right-click context menu and all allowable edits can be made. The Horizontal Legend can be reconfigured to the Vertical Legend at any time and any edits made to the Horizontal Legend are retained in the Vertical Legend.

Legend-Item and Legend-Title Font Editing Controls

There are two (2) sets of controls for editing font properties of the Legend-items and Legend-title. For both sets of controls, clicking the dropdown button in the window to the immediate right of the control’s label access the standard OnePager Font properties form as shown below:

X70-15 3 2-70-(4-1)-09162020.png

There are six (6) controls in the Font properties form shown above which are standard in most applications involving text editing.

1) Font Style, implemented as a dropdown list, includes the font styles installed on your computer.
2) The Size control is a dial window where you can either click up or down or type in a desired font size integer value.
3) Clicking the Color dropdown accesses the standard OnePager Color Chooser form.
4) The Bold button is a toggle that sets the selected text string as Bold text.
5) The Italics button, also a toggle, sets the selected text string as Italic text.
6) The Underline button operates as a toggle that sets the selected text strings Underline.

Legend Position Controls

The Legend position control group consists of a dropdown selection list and eight (8) radio buttons.

The four (4) selection options for the dropdown list as shown below:

X70-15 3 2-70-(5-2)-09162020.png

For more information on Legend Position Options, please see the article at: Legend Position Options for Multi-Page Outputs

Legend Width and Height Resizing Controls

There two (2) controls are for editing the width and length of the Legend box in the chart as shown below:

X70-15 3 2-70-(5A-2)-09162020.png

Legend resizing using the controls in the Legend tab of the Chart Properties form is done exactly like using the corresponding controls for the Comment box at the Chart Properties form's Comment Boxes tab.

For more information on the resizing controls shown for the Comment box, please see this section of the article at: Creating and Managing Comment Boxes-Box Size Controls for Comment Boxes

Background Color Controls

The Background color controls for the Legend are positioned below the Width and Height controls shown in the illustration above. Clicking the window’s dropdown button accesses the standard Color Chooser form. You can use the standard Color Chooser form to select a background color for the Legend as well as use employ the No fill feature to give the Legend an appearance of transparency. As with resizing the Legend, the controls and approach for using the No fill feature is the same as the approach for Comment boxes.

For more information on the resizing controls shown for the Comment box, please see this section of the article at: Creating and Managing Comment Boxes-Using the No fill Feature

Controlling Duplication of Legend Items

The OnePager Legend can show all task bars and milestone symbols even if several of them have the same Color and Shape. This often resulted in unnecessarily busy-looking Legends. There is a control in the Template Properties and Chart Properties forms at the Legend tab giving you a checkbox to specifically tell OnePager Do not duplicate task/milestones items in the Legend regardless of their differences in color and/or shape.

This is shown in the Chart Properties form’s Legend tab below:

X70-15 3 2-70-(6-1)-09162020.png

As an example, the Legend below shows both a blue milestone symbol item and blue task bar with the Do not duplicate tasks/milestones checkbox checked OFF:

X70-15 3 2-70-(7)-10142019.png

When the checkbox is checked ON, only the task bar for each color appears in the Legend.

Legend items for milestone symbols can be suppressed by checking the Do not duplicate tasks/milestones checkbox is checked ON as shown below:

X70-15 3 2-70-(8)-10142019.png

On occasion, it can become necessary when checking the Do not duplicate tasks/milestones checkbox ON and OFF to right-click on the Legend and then click the Rebuild Legend command in the Legend right-click context menu as shown below:

P70-15 3 1-70-(9)-10102019.png

Performing this action tells OnePager to re-scan the graph and rebuild the Legend to assure that the appearance of the Legend corresponds to the information displayed in the Chart Editor.

Make Title Automatically and Legend Title

The Make title automatically checkbox, when checked ON (the default setting), tells OnePager to automatically generate the Legend title based on the Microsoft Excel source plan field name selected for Task Bar/Milestone Fill Color on the Task Bars or Milestone tabs on the Chart Properties form shown here:

X70-15 3 2-70-(10-1)-09162020.png

When the checkbox is checked OFF, as shown below, the Legend title window under the Make title automatically checkbox is enabled and you can enter any desired Legend title for the Legend box displayed in the chart.

X70-15 3 2-70-(11-1)-09162020.png

If the above illustrated edits are applied, the Legend looks like this:

X70-15 3 2-70-(12)-10142019.png

If the Make title automatically checkbox is subsequently rechecked ON, the Legend title window is disabled. Its edited contents may remain in the window and the title of the Legend in the chart reverts to the Legend title selected for Task Bar/Milestone Fill Color on the Task Bars or Milestone tabs on the Chart Properties form as shown here:

X70-15 3 2-70-(13-2)-09162020.png

The Make title automatically checkbox and the Legend title window are disabled on the Template Properties form’s Legend tab.

Show Legend On: Control Group

The Show legend on: control group is provided to give you specific control over where the Legend is to appear on multi-page outputs. The default setting in the Template Properties and Chart Properties form’s Legend tab is All pages.

You can click the Pages radio button in the control group to enable the entry of specific output page numbers or series of page numbers in the window to the immediate right of the radio button.

The entry window accepts:

1) Single integer digit values separated by a comma.
2) A starting page number followed by a dash and an ending page number.
3) Combinations of these are acceptable if separated by a comma as shown below:
X70-15 3 2-70-(14-1)-09162020.png

Show or Hide Legend Elements Control Group

The Show or hide legend elements control group provides options for how the Legend can be configured in the chart. The Show or hide legend elements control group is shown here:

X70-15 3 2-70-(15-1)-09162020.png

The default settings in the Template Properties and Chart Properties form’s Legend tab is to have the Title and Color/symbol items checkboxes checked ON. When the Gantt-bar diagram checkbox is checked ON, with the Title and Color/symbol items checkboxes checked ON as well, the Legend looks like this:

X70-15 3 2-70-(16-1)-09162020.png

When the Gantt-bar diagram and Milestone diagram checkboxes are checked ON, with the Title and Color/symbol items checkboxes checked ON, the Legend looks like this:

X70-15 3 2-70-(17-1)-09162020.png

Freeze Legend When Updating

The Freeze legend when updating checkbox, where the default setting is OFF, prevents the Legend from being updated if new task bars or milestone symbols are found by OnePager when you add or replace a snapshot. To prevent or freeze legend updates, check the Freeze legend when updating checkbox to ON in the Chart Properties form’s Legend tab as shown below:

X70-15 3 2-70-(18-1)-09162020.png

Related Links

Managing the Legend in the Chart

Legend Editing Controls for OnePager Pro

Legend Editing Controls for OnePager Express

Legend Position Options for Multi-Page Outputs

The Chart Legend (Portal)

Conditional Import Filters (Portal)

Creating Multi-Page Charts (Portal)

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

Creating and Managing Comment Boxes

Creating and Managing Free Boxes-Resizing a Free Box

(21.7.2-70)

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