Difference between revisions of "Manual Editing Task/Milestone Shapes and Text Labels for Version 7.1 (Portal)"
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==Overview== | ==Overview== | ||
| − | OnePager Pro | + | All OnePager editions (i.e., OnePager Pro, OnePager Express, and OnePager Bundle) give you two (2) main ways to '''edit''' your chart: |
:* '''Globally''', by changing settings and rules in the '''Template Properties''' form and/or '''Chart Properties''' form. | :* '''Globally''', by changing settings and rules in the '''Template Properties''' form and/or '''Chart Properties''' form. | ||
| Line 7: | Line 7: | ||
:* '''Manually''', by '''editing''' and changing '''colors''', '''fonts''', and other formatting by hand in the '''Chart Editor'''. | :* '''Manually''', by '''editing''' and changing '''colors''', '''fonts''', and other formatting by hand in the '''Chart Editor'''. | ||
| − | For more information on '''Global editing''', please see the article at: [[Editing with the Chart Properties form for Version 7. | + | For more information on '''Global editing''', please see the article at: [[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-71--> |
Here are some reasons to customize your chart through the '''Template Properties''' form and/or '''Chart Properties''' form instead of making changes by hand. | Here are some reasons to customize your chart through the '''Template Properties''' form and/or '''Chart Properties''' form instead of making changes by hand. | ||
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===Speed=== | ===Speed=== | ||
| − | Changing settings through the '''Chart Properties''' form lets you change a large variety of settings at once. For example, if you want to change the '''font''' for all of your task | + | Changing settings through the '''Chart Properties''' form lets you change a large variety of settings at once. For example, if you want to change the '''font''' for all of your task bar labels, it’s much faster to change your '''default font''' once through '''Chart Properties''' form than it is to select task bars one at a time and change '''fonts''' individually. |
===Repeatability=== | ===Repeatability=== | ||
| Line 21: | Line 21: | ||
===Accuracy=== | ===Accuracy=== | ||
| − | The more '''manual-edits''' you make to a chart, the farther it gets from the reality of its associated '''Chart Properties''' form. Letting OnePager dynamically assign '''colors''' is always going to be accurate. On the other hand, if you are '''hand-painting colors''' in your OnePager chart, you’ll have to review each one of those '''colors''' for accuracy every time your project changes, which leaves room for errors. However, when it is not required to make '''edits''' that change settings and rules for all task bars and '''text labels''', OnePager | + | The more '''manual-edits''' you make to a chart, the farther it gets from the reality of its associated '''Chart Properties''' form. Letting OnePager dynamically assign '''colors''' is always going to be accurate. On the other hand, if you are '''hand-painting colors''' in your OnePager chart, you’ll have to review each one of those '''colors''' for accuracy every time your project changes, which leaves room for errors. However, when it is not required to make '''edits''' that change settings and rules for all task bars and '''text labels''', OnePager provides you with the tools to '''edit''' to individual items in the chart. Both the '''Global''' and '''Manual''' '''editing''' references to associated articles are provided below: |
==Globally Editing Task Bars and Milestone Symbols and Task Bar Name Labels with the Template Properties and Chart Properties Forms== | ==Globally Editing Task Bars and Milestone Symbols and Task Bar Name Labels with the Template Properties and Chart Properties Forms== | ||
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<center> | <center> | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Managing Templates for Version 7. | + | | [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] <!--24.0.1-71--> |
|- | |- | ||
| − | | [[Editing with the Chart Properties form for Version 7. | + | | [[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-71--> |
|} | |} | ||
</center> | </center> | ||
| Line 41: | Line 41: | ||
<center> | <center> | ||
{| class="wikitable" | {| class="wikitable" | ||
| − | | [[Selecting Task/Milestone Shapes and Text Labels for Version 7. | + | | [[Selecting Task/Milestone Shapes and Text Labels for Version 7.1 | Selecting Task/Milestone Shapes and Text Labels]] <!--9.1.1-71--> |
|- | |- | ||
| − | | [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7. | + | | [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.1 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-71--> |
|- | |- | ||
| − | | [[Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels for Version 7. | + | | [[Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels for Version 7.1 | Hiding/Unhiding/Moving/Finding/Changing/Resizing Task/Milestone Shapes and Labels]] <!--9.3.1-71--> |
|- | |- | ||
| − | | [[Resolving Task Bar Name Label Collisions for Version 7.1 (Portal) | Resolving Task Bar Name Label Collisions (Portal)]] 9.7.1-71 | + | | [[Resolving Task Bar Name Label Collisions for Version 7.1 (Portal) | Resolving Task Bar Name Label Collisions (Portal)]] <!--9.7.1-71--> |
|- | |- | ||
| − | | [[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 7. | + | | [[Managing Hidden Tasks and Milestones Using "Where's My Stuff?!" for Version 7.1 | Managing Hidden Tasks and Milestones Using "Where's My Stuff?!"]] <!--9.4.1-71--> |
|- | |- | ||
| − | | [[Restoring Default Formatting for Version 7. | + | | [[Restoring Default Formatting for Version 7.1 | Restoring Default Formatting]] <!--9.5.1-71--> |
|- | |- | ||
| − | | [[Undoing and Redoing Changes for Version 7. | + | | [[Undoing and Redoing Changes for Version 7.1 | Undoing and Redoing Changes]] <!--9.6.1-71--> |
|} | |} | ||
</center> | </center> | ||
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==Related Links== | ==Related Links== | ||
| − | [[Resolving Task Bar Name Label Collisions for OnePager | + | [[Resolving Task Bar Name Label Collisions for OnePager for Version 7.1 | Resolving Task Bar Name Label Collisions for OnePager]] <!--9.7.1.1-71--> |
| − | [[ | + | [[Modifying Decorations on Tasks/Milestones for Version 7.1 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] <!--10.0.1-71--> |
| − | [[Conditional Formatting for Version 7. | + | [[Conditional Formatting for Version 7.1 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-71--> |
| − | [[Creating and Editing Rows and Swimlanes for Version 7. | + | [[Creating and Editing Rows and Swimlanes for Version 7.1 (Portal) | Creating and Editing Rows and Swimlanes (Portal)]] <!--12.0.1-71--> |
| − | [[ | + | [[Creating and Managing Comment Boxes for Version 7.1 | Creating and Managing Comment Boxes]] <!--13.0.1-71--> |
| − | [[ | + | [[Creating and Managing Free Boxes for Version 7.1 | Creating and Managing Free Boxes]] <!--14.0.1-71--> |
| − | [[ | + | [[The Chart Legend for Version 7.1 (Portal) | The Chart Legend (Portal)]] <!--15.0.1-71--> |
| − | [[ | + | [[Creating and Managing Curtains for Version 7.1 | Creating and Managing Curtains]] <!--16.0.1-71--> |
| − | [[ | + | [[Absorbing one task into another for Version 7.1 | Absorbing one task into another]] <!--17.0.1-71--> |
| − | [[Creating and Managing | + | [[Creating and Managing Virtual Summary Tasks for Version 7.1 | Creating and Managing Virtual Summary Tasks]] <!--18.0.1-71--> |
| − | [[ | + | [[Linking Task and Milestones Using Manual and Data-Driven Task Links for Version 7.1 | Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)]] <!--19.0.1-71--> |
| − | [[ | + | [[Background Images for Version 7.1 (Portal) | Background Images (Portal)]] <!--20.0.1-71--> |
| − | [[ | + | [[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-71--> |
| − | [[ | + | [[Modifying the Time Axis for Version 7.1 (Portal) | Modifying the Time Axis (Portal)]] <!--22.0.1-71--> |
| − | + | [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] <!--24.0.1-71--> | |
| − | + | ||
| − | [[Managing Templates for Version 7. | + | |
(9.0.1-71) | (9.0.1-71) | ||
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[[Category:Version 7.1]] | [[Category:Version 7.1]] | ||
[[Category:Charts]] | [[Category:Charts]] | ||
| + | [[Category:Template Properties Form]] | ||
[[Category:Chart Properties Form]] | [[Category:Chart Properties Form]] | ||
[[Category:Editing a Project View]] | [[Category:Editing a Project View]] | ||
| Line 100: | Line 99: | ||
[[Category:Name Label Collision Avoidance]] | [[Category:Name Label Collision Avoidance]] | ||
[[Category:Where's My Stuff?!]] | [[Category:Where's My Stuff?!]] | ||
| + | [[Category:Microsoft Project]] | ||
| + | [[Category:Microsoft Excel]] | ||
| + | [[Category:Oracle Primavera P6]] | ||
| + | [[Category:Smartsheet]] | ||
[[Category:OnePager Pro]] | [[Category:OnePager Pro]] | ||
[[Category:OnePager Express]] | [[Category:OnePager Express]] | ||
| + | [[Category:OnePager Bundle]] | ||
Latest revision as of 20:01, 25 April 2022
Contents
Overview
All OnePager editions (i.e., OnePager Pro, OnePager Express, and OnePager Bundle) give you two (2) main ways to edit your chart:
- Globally, by changing settings and rules in the Template Properties form and/or Chart Properties form.
- Manually, by editing and changing colors, fonts, and other formatting by hand in the Chart Editor.
For more information on Global editing, please see the article at: Editing with the Chart Properties form (Portal)
Here are some reasons to customize your chart through the Template Properties form and/or Chart Properties form instead of making changes by hand.
Speed
Changing settings through the Chart Properties form lets you change a large variety of settings at once. For example, if you want to change the font for all of your task bar labels, it’s much faster to change your default font once through Chart Properties form than it is to select task bars one at a time and change fonts individually.
Repeatability
When you change settings through Chart Properties form, those changes can eventually be made into a Template Properties form, making it easier to repeat the same formatting in other charts. Manual edits cannot be incorporated into a Template Properties form—ever! If you’re going to invest your time in getting your chart to look the way you want and you want to make that look and feel a standard, make sure that you can use those settings in the future by saving it as a Template Properties form.
Accuracy
The more manual-edits you make to a chart, the farther it gets from the reality of its associated Chart Properties form. Letting OnePager dynamically assign colors is always going to be accurate. On the other hand, if you are hand-painting colors in your OnePager chart, you’ll have to review each one of those colors for accuracy every time your project changes, which leaves room for errors. However, when it is not required to make edits that change settings and rules for all task bars and text labels, OnePager provides you with the tools to edit to individual items in the chart. Both the Global and Manual editing references to associated articles are provided below:
Globally Editing Task Bars and Milestone Symbols and Task Bar Name Labels with the Template Properties and Chart Properties Forms
Here are references to articles that specifically deal with editing your chart using the Template Properties form or the Chart Properties form:
| Managing Templates (Portal) |
| Editing with the Chart Properties form (Portal) |
Manually Editing Task Bars and Milestone Symbols and Task Bar Name Labels in the Chart Editor
The article links below provide additional information on the editing of task bars and milestone symbols and task bar name labels in the Chart Editor:
Related Links
Resolving Task Bar Name Label Collisions for OnePager
Modifying Decorations on Tasks/Milestones (Portal)
Conditional Formatting (Portal)
Creating and Editing Rows and Swimlanes (Portal)
Creating and Managing Comment Boxes
Creating and Managing Free Boxes
Creating and Managing Curtains
Absorbing one task into another
Creating and Managing Virtual Summary Tasks
Linking Task and Milestone Using Manual and Data-Driven Task Links (Portal)
Editing with the Chart Properties form (Portal)
Modifying the Time Axis (Portal)
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