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

Revision as of 22:10, 14 October 2019 (view source) Rfeingold (Talk | contribs) (→‎Freeze Legend When Updating) ← Older edit		Revision as of 19:41, 15 October 2019 (view source) Rfeingold (Talk | contribs) Newer edit →
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	==About the Legend Tab for OnePager Pro and Express==		==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.	+	1) The '''Legend '''tab for the '''Chart Properties''' form looks like this:
−	2) Additionally, there are the controls for '''specifying where the legend appears''' in '''multi-page''' outputs.	+	<center>[[File:P70-15_3_1-70-(2)-10102019.png]]</center>
		+	<center>P70-15_3_1-70-(2)-10102019.png</center>
−	<center>[[File:P60-21_1_7-60-(1)-02212017.png]]</center>	+	2) As with the '''Template''' 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'''.
−	<center>P60-21_1_7-60-(1)-02212017.png</center>	+
−	==Basic Legend Properties Controls==	+	3) In the sub-sections that follow, each of the control groups and controls are discussed in detail.
−	1) The following controls are available in the '''Legend''' tab:	+	===Layout Control Group===
−	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.  The default orientation for the legend box is '''vertical'''.  In '''multi-page''' outputs this checkbox applies to '''all pages'''.	+	4) The '''Layout''' control group consists of two radio buttons that position the '''Legend''' either '''vertically''' in the chart or '''horizontally''' in the chart.
−	<center>[[File:P52-21_1_7-(2)-06052015.png]]</center>	+	5) The '''default''' setting is '''Vertical''' and OnePager positions the '''Legend''', when '''shown''', in the '''upper right corner '''of the '''graph'''.
−	3) '''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''').	+	6) The illustration below shows the '''Legend '''with the '''Horizontal''' radio button selected.
−	4) '''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'''.	+	<center>[[File:P70-15_3_1-70-(3)-10102019.png]]</center>
		+	<center>P70-15_3_1-70-(3)-10102019.png</center>
−	5) '''Width and Height'''.  The '''width and height''' controls for the legend is expressed in '''inches or centimeters''' depending on your selection in the '''Template'''.	+	7) OnePager initially positions the '''Horizontal Legend''' at the bottom of the '''graph'''.
−	6) '''Background color'''.  The legend’s '''background color''' is controlled by this dropdown which gives you access to the standard '''Color Chooser''' form.	+	8) You can perform all the '''re-positioning''', '''resizing''', and '''editing''' operations on the '''Horizontal Legend''' as are available for the '''Vertical Legend'''.
−	7) '''Do not duplicate tasks/milestones'''.   Please use the links below for more detailed information on this control:	+	9) Additionally, the '''Horizontal Legend’s context menu''' can be accesses as well as each individual '''Legend Item’s context menu''' and all allowable '''edits''' can be made.
−	<center>	+	10) 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'''.
−	{| class="wikitable"	+
−	| [[Legend Editing Controls for OnePager Pro for Version 7.0 | Legend Editing Controls for OnePager Pro]] 15.3.1-70	+
−	|}	+
−	</center>	+
−	8) '''Make title automatically'''.  This checkbox, when checked (the default setting), lets OnePager automatically generate the '''legend title'''.	+	===Legend-Item and Legend-Title Font Editing Controls===
−	: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 '''Chart Properties''' form below.	+	11) There are two sets of controls for '''editing font properties''' of the '''Legend-items''' and '''Legend-title'''.
−	:b) The '''automatic title''' can also reflect your Microsoft Project or Microsoft Excel '''source plan''' fields used for '''color or shape''' in '''conditional formatting'''.	+	12) For both sets of controls, clicking the dropdown button in the window to the immediate right of the control’s label access the standard '''Font properties''' form as shown below:
−	: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.	+	<center>[[File:P70-15_3_1-70-(4)-10102019.png]]</center>
		+	<center>P70-15_3_1-70-(4)-10102019.png</center>
−	<center>[[File:P60-21_1-60-(3)-02212017.png]]</center>	+	13) There are six (6) controls in the '''Font properties''' form shown above which are standard in most applications involving '''text editing'''.
−	<center>P60-21_1-60-(3)-02212017.png</center>	+
−	: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.	+	14) These controls include:
−	==Positioning the Legend in the View and in the Document:==	+	:a) '''Font Style''', implemented as a dropdown list, includes the '''font styles''' installed on your computer.
−	1) '''Legend position'''. The '''initial position''' of the legend is controlled by the '''Template'''.	+	:b)  The '''Size''' control is a dial window where you can either click up or down or type in a desired '''font size''' integer value.
−	2) 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.	+	:c) Clicking the '''Color''' dropdown accesses the standard '''Color Chooser''' form.
−	<center>[[File:P60-21_1-60-(4)-02212017.png]]</center>	+	:d) The '''Bold''' button is a toggle that sets the selected '''text string''' as '''Bold text'''.
−	<center>P60-21_1-60-(4)-02212017.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'''.	+	:e) The '''Italics''' button, also a toggle, sets the selected '''text string '''as ''Italic text''.
−	: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'''.	+	:f) The '''Underline''' button operates as a toggle that sets the selected '''text string'''s Underline.
−	3) '''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:	+	===Legend Position Controls===
−	<center>[[File:P52-21_1_7-(5)-06052015.png]]</center>	+	15) 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:
−	: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	+	<center>[[File:P70-15_3_1-70-(5)-10102019.png]]</center>
		+	<center>P70-15_3_1-70-(5)-10102019.png</center>
−	:b) '''Anchoring''' has absolutely no effect on single-page views.	+	16) The detailed discussion and proper use of these controls can be found at this article:  [[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]] 15.2.1-70
−	===Docked to graph===	+	===Legend Width and Height Resizing Controls===
−	: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 '''Chart Properties''' form looks like this:	+	17) There two controls are for '''editing''' the '''width''' and '''length '''of the '''Legend''' box in the chart as shown below
−	<center>[[File:P60-21_1_7-60-(6)-02212017.png]]</center>	+	<center>[[File:P70-15_1_1-70-(10)-10092019.png]]</center>
−	<center>P60-21_1_7-60-(6)-02212017.png</center>	+	<center>P70-15_1_1-70-(10)-10092019.png</center>
−	:c) '''Multi-Page'''.  In a '''multi-page chart''', the legend appears at the same location within the chart if you are displaying the legend on all pages.	+	18) '''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.
−	===Docked to page===	+	19)  Given the similarity, detailed instructions for using the '''resizing '''controls shown for the '''Comment box''' can be found at this link:  [[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
−	: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 '''Chart Properties''' form looks like this:	+	===Background Color Controls===
−	<center>[[File:P60-21_1_7-60-(7)-02212017.png]]</center>	+	20) The '''Background color''' controls for the '''Legend''' are positioned below the '''Width and Height''' controls shown in the illustration above.
−	<center>P60-21_1_7-60-(7)-02212017.png</center>	+
−	:e) '''Multi-Page Considerations'''.    In a '''multi-page chart''', 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.	+	21) Clicking the window’s dropdown button accesses the standard '''Color Chooser''' form.
−	===Free-floating===	+	22) 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'''.
−	: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 '''Chart Properties''' form looks like this:	+	23) As with '''resizing the Legend''', the controls and approach for using the '''No fill''' feature is the same as the approach for '''Comment boxes'''.
−	<center>[[File:P60-21_1_7-60-(8)-02212017.png]]</center>	+	24) Detailed instructions for using the '''No fill '''controls shown for the '''Comment box''' can be found at this link:  [[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
−	<center>P60-21_1_7-60-(8)-02212017.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 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'''.	+	===Controlling Duplication of Legend Items===
−	===Anchored to page===	+	25) The OnePager '''Legend''' can '''show''' all task shapes and milestone symbols even if several of them have the same '''Color''' and '''Shape'''.
−	: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:	+	:a) This often resulted in unnecessarily busy-looking '''Legends'''.
−	<center>[[File:P60-21_1_7-60-(9)-02212017.png]]</center>	+	:b) There is a control in the '''Template''' 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'''.
−	<center>P60-21_1_7-60-(9)-02212017.png</center>	+
−	:i) '''Multi-Page'''.    When doing a '''multi-page''' chart 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'''.	+	26) This is shown in the '''Chart Properties''' form’s '''Legend''' tab below:
−	: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:P70-15_3_1-70-(6)-10102019.png]]</center>
		+	<center>P70-15_3_1-70-(6)-10102019.png</center>
−	<center>[[File:P52-21_1_7-(10)-06052015.png]]</center>	+	27) As an example, the '''Legend''' below shows both a blue milestone symbol item and blue task shape with the '''Do not duplicate tasks/milestones''' checkbox checked '''Off''':
−	: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.	+	<center>[[File:P70-15_3_1-70-(7)-10102019.png]]</center>
		+	<center>P70-15_3_1-70-(7)-10102019.png</center>
−	: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:	+	28) When the checkbox is checked '''On''', only the task shape for each '''color''' appears in the '''Legend'''.
−	<center>[[File:P52-21_1_7-(11)-06052015.png]]</center>	+	29) '''Legend items''' for milestone symbols can be suppressed by checking the '''Do not duplicate tasks/milestones''' checkbox is checked '''On''' as shown below:
−	:m) '''Title'''.   Checking this checkbox causes the '''legend title''' to be displayed in the legend.	+	<center>[[File:P70-15_3_1-70-(8)-10102019.png]]</center>
		+	<center>P70-15_3_1-70-(8)-10102019.png</center>
−	:n) '''Color/symbol items'''.  Checking this checkbox causes the '''legend item text''' and their '''colors/symbols''' to be displayed.	+	30) 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 '''context menu '''as shown below:
−	: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'''.	+	<center>[[File:P70-15_3_1-70-(9)-10102019.png]]</center>
		+	<center>P70-15_3_1-70-(9)-10102019.png</center>
−	<center>[[File:P52-21_1_7-(12)-06052015.png]]</center>	+	31) Performing this action tells OnePager to rescan the '''graph '''and '''rebuild '''the '''Legend''' to assure that the appearance of the '''Legend''' corresponds to the information displayed in the '''Chart Editor'''.
−	: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.	+	===Make Title Automatically and Legend Title===
−	<center>[[File:P52-21_1_7-(13A)-06052015.png]]</center>	+	32) The '''Make title automatically''' checkbox, when checked '''On''' (the '''default setting'''), tells OnePager to automatically generate the '''Legend title '''based on the Microsoft Project '''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:
−	::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.	+	<center>[[File:P70-15_3_1-70-(10)-10102019.png]]</center>
−	::ii) Whether the milestone diagram displays '''baselines or incomplete milestones''' depends upon whether these features are enabled.	+	<center>P70-15_3_1-70-(10)-10102019.png</center>
−	::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'''.	+
−	==Showing Incomplete Milestones==	+	33)  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.
−	1) If you want to configure OnePager to '''show incomplete milestones''' as '''unfilled symbols''', you need to navigate to the '''Milestones''' tab in the '''Chart Properties''' form. There, check the '''% Complete''' checkbox in the '''Milestone Symbol Decorations''' group and then click the '''%Complete Properties''' button.	+	<center>[[File:P70-15_3_1-70-(11)-10102019.png]]</center>
		+	<center>P70-15_3_1-70-(11)-10102019.png</center>
−	2) This action accesses the '''Set percent-complete properties''' form given below:	+	34) If the above illustrated '''edits''' are applied, the '''Legend '''looks like this:
−	<center>[[File:P52-21_1_7-(14)-06052015.png]]</center>	+	<center>[[File:P70-15_3_1-70-(12)-10102019.png]]</center>
		+	<center>P70-15_3_1-70-(12)-10102019.png</center>
−	3) Checking the checkbox shown above directs OnePager on how to treat the display of '''incomplete milestones''' and modifies the '''legend diagram''' as shown below:	+	35) If the '''Make title automatically '''checkbox is subsequently rechecked '''On''', the '''Legend title''' window is '''disabled'''.
−	<center>[[File:P52-21_1_7-(15)-06052015.png]]</center>	+	36) 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:
−	==Freeze Legend When Updating==	+	<center>[[File:P70-15_3_1-70-(13)-10102019.png]]</center>
		+	<center>P70-15_3_1-70-(13)-10102019.png</center>
−	1) This control prevents the legend from being updated with new tasks or milestone items when you '''add or replace a snapshot'''.	+	37) The '''Make title automatically''' checkbox and the '''Legend title''' window are '''disabled '''on the '''Template''' form’s '''Legend '''tab.
−	2) To prevent or '''freeze legend updates''', check the '''Freeze legend when updating''' checkbox in the '''Chart Properties''' form’s '''Legend''' tab as shown below:	+	===Show Legend On: Control Group===
−	<center>[[File:P60-21_1_7-60-(16)-02212017.png]]</center>	+	38) The '''Show legend on:''' control group is provided to give you specific control over where the '''Legend '''is to appear on '''multi-page outputs'''.
−	<center>P60-21_1_7-60-(16)-02212017.png</center>	+
−	:Please use the links below for more detailed information on this control:	+	39) The '''default '''setting in the '''Template '''and '''Chart Properties '''form’s '''Legend '''tab is '''All pages'''.
−	<center>	+	40) 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.
−	{| class="wikitable"	+
−	| [[Legend Editing Controls for OnePager Pro for Version 7.0 | Legend Editing Controls for OnePager Pro]] 15.3.1-70	+
−	|}	+
−	</center>	+
		+	41) The '''entry window '''accepts:
		+
		+	:a) Single integer digit values separated by a comma.
		+
		+	:b) A starting page number followed by a dash and an ending page number.
		+
		+	:c) Combinations of these are acceptable if separated by a comma as shown below:
		+
		+	<center>[[File:P70-15_3_1-70-(14)-10102019.png]]</center>
		+	<center>P70-15_3_1-70-(14)-10102019.png</center>
		+
		+	===Show or Hide Legend Elements Control Group===
		+
		+	42) The '''Show or hide legend elements''' control group provides options for how the '''Legend '''can be configured in the chart.
		+
		+	43) The '''Show or hide legend elements '''control group is shown here:
		+
		+	<center>[[File:P70-15_3_1-70-(15)-10102019.png]]</center>
		+	<center>P70-15_3_1-70-(15)-10102019.png</center>
		+
		+	44) The '''default '''settings in the '''Template '''and '''Chart Properties '''form’s '''Legend '''tab is to have the '''Title''' and '''Color/symbol items''' checkboxes checked '''On'''.
		+
		+	45) 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:
		+
		+	<center>[[File:P70-15_3_1-70-(16)-10102019.png]]</center>
		+	<center>P70-15_3_1-70-(16)-10102019.png</center>
		+
		+	46) 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:
		+
		+	<center>[[File:P70-15_3_1-70-(17)-10102019.png]]</center>
		+	<center>P70-15_3_1-70-(17)-10102019.png</center>
		+
		+	===Freeze Legend When Updating===
		+
		+	47) The '''Freeze legend when updating '''checkbox, where the '''default '''setting is '''Off''', prevents the '''Legend''' from being '''updated''' if new tasks or milestone items are found by OnePager when you '''add or replace a snapshot'''.
		+
		+	48) 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:
		+
		+	<center>[[File:P70-15_3_1-70-(18)-10102019.png]]</center>
		+	<center>P70-15_3_1-70-(18)-10102019.png</center>
	==Related Links==		==Related Links==
Line 168:		Line 203:
	[[The Chart Legend for Version 7.0 (Portal) | The Chart Legend (Portal)]] 15.0.1-70		[[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
		+
		+	[[Creating Multi-Page Charts with Version 7.0 (Portal) | Creating Multi-Page Charts (Portal)]] 8.6.1-70
		+
		+	[[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
		+
		+	[[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]]. 13.0.1-70
		+
		+	[[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
	(21.7.1-70)		(21.7.1-70)

---

Revision as of 19:41, 15 October 2019

About the Legend Tab for OnePager Pro and Express

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

File:P70-15 3 1-70-(2)-10102019.png P70-15_3_1-70-(2)-10102019.png

2) As with the Template 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.

3) In the sub-sections that follow, each of the control groups and controls are discussed in detail.

Layout Control Group

4) The Layout control group consists of two radio buttons that position the Legend either vertically in the chart or horizontally in the chart.

5) The default setting is Vertical and OnePager positions the Legend, when shown, in the upper right corner of the graph.

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

P70-15_3_1-70-(3)-10102019.png

7) OnePager initially positions the Horizontal Legend at the bottom of the graph.

8) You can perform all the re-positioning, resizing, and editing operations on the Horizontal Legend as are available for the Vertical Legend.

9) Additionally, the Horizontal Legend’s context menu can be accesses as well as each individual Legend Item’s context menu and all allowable edits can be made.

10) 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

11) There are two sets of controls for editing font properties of the Legend-items and Legend-title.

12) For both sets of controls, clicking the dropdown button in the window to the immediate right of the control’s label access the standard Font properties form as shown below:

File:P70-15 3 1-70-(4)-10102019.png P70-15_3_1-70-(4)-10102019.png

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

14) These controls include:

a) Font Style, implemented as a dropdown list, includes the font styles installed on your computer.

b) The Size control is a dial window where you can either click up or down or type in a desired font size integer value.

c) Clicking the Color dropdown accesses the standard Color Chooser form.

d) The Bold button is a toggle that sets the selected text string as Bold text.

e) The Italics button, also a toggle, sets the selected text string as Italic text.

f) The Underline button operates as a toggle that sets the selected text strings Underline.

Legend Position Controls

15) 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:

File:P70-15 3 1-70-(5)-10102019.png P70-15_3_1-70-(5)-10102019.png

16) The detailed discussion and proper use of these controls can be found at this article: Legend Position Options for Multi-Page Outputs 15.2.1-70

Legend Width and Height Resizing Controls

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

File:P70-15 1 1-70-(10)-10092019.png P70-15_1_1-70-(10)-10092019.png

18) 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.

19) Given the similarity, detailed instructions for using the resizing controls shown for the Comment box can be found at this link: Creating and Managing Comment Boxes-Box Size Controls for Comment Boxes. 13.0.1-70

Background Color Controls

20) The Background color controls for the Legend are positioned below the Width and Height controls shown in the illustration above.

21) Clicking the window’s dropdown button accesses the standard Color Chooser form.

22) 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.

23) As with resizing the Legend, the controls and approach for using the No fill feature is the same as the approach for Comment boxes.

24) Detailed instructions for using the No fill controls shown for the Comment box can be found at this link: Creating and Managing Comment Boxes-Using the No fill Feature. 13.0.1-70

Controlling Duplication of Legend Items

25) The OnePager Legend can show all task shapes and milestone symbols even if several of them have the same Color and Shape.

a) This often resulted in unnecessarily busy-looking Legends.

b) There is a control in the Template 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.

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

File:P70-15 3 1-70-(6)-10102019.png P70-15_3_1-70-(6)-10102019.png

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

P70-15_3_1-70-(7)-10102019.png

28) When the checkbox is checked On, only the task shape for each color appears in the Legend.

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

P70-15_3_1-70-(8)-10102019.png

30) 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 context menu as shown below:

P70-15_3_1-70-(9)-10102019.png

31) Performing this action tells OnePager to rescan 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

32) The Make title automatically checkbox, when checked On (the default setting), tells OnePager to automatically generate the Legend title based on the Microsoft Project 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:

File:P70-15 3 1-70-(10)-10102019.png P70-15_3_1-70-(10)-10102019.png

33) 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.

File:P70-15 3 1-70-(11)-10102019.png P70-15_3_1-70-(11)-10102019.png

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

P70-15_3_1-70-(12)-10102019.png

35) If the Make title automatically checkbox is subsequently rechecked On, the Legend title window is disabled.

36) 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:

File:P70-15 3 1-70-(13)-10102019.png P70-15_3_1-70-(13)-10102019.png

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

Show Legend On: Control Group

38) The Show legend on: control group is provided to give you specific control over where the Legend is to appear on multi-page outputs.

39) The default setting in the Template and Chart Properties form’s Legend tab is All pages.

40) 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.

41) The entry window accepts:

a) Single integer digit values separated by a comma.

b) A starting page number followed by a dash and an ending page number.

c) Combinations of these are acceptable if separated by a comma as shown below:

File:P70-15 3 1-70-(14)-10102019.png P70-15_3_1-70-(14)-10102019.png

Show or Hide Legend Elements Control Group

42) The Show or hide legend elements control group provides options for how the Legend can be configured in the chart.

43) The Show or hide legend elements control group is shown here:

File:P70-15 3 1-70-(15)-10102019.png P70-15_3_1-70-(15)-10102019.png

44) The default settings in the Template and Chart Properties form’s Legend tab is to have the Title and Color/symbol items checkboxes checked On.

45) 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:

P70-15_3_1-70-(16)-10102019.png

46) 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:

P70-15_3_1-70-(17)-10102019.png

Freeze Legend When Updating

47) The Freeze legend when updating checkbox, where the default setting is Off, prevents the Legend from being updated if new tasks or milestone items are found by OnePager when you add or replace a snapshot.

48) 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:

File:P70-15 3 1-70-(18)-10102019.png P70-15_3_1-70-(18)-10102019.png

Related Links

Managing the Legend in the Chart 15.1.1-70

Legend Editing Controls for OnePager Pro 15.3.1-70

Legend Editing Controls for OnePager Express 15.3.2-70

Legend Position Options for Multi-Page Outputs 15.2.1-70

The Chart Legend (Portal) 15.0.1-70

Conditional Import Filters (Portal) 7.18.1-70

Creating Multi-Page Charts (Portal) 8.6.1-70

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

Creating and Managing Comment Boxes. 13.0.1-70

Creating and Managing Free Boxes-Resizing a Free Box 14.0.1-70

(21.7.1-70)