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

Revision as of 19:21, 16 October 2020

About the Milestones Tab for OnePager Pro

1) This tab page, shown below, lets you control the style and decoration of milestone symbols.

2) Additionally, within this tab are the controls for creating and managing conditional formatting rules.

3) The Milestones tab in the Chart Properties form is the same as the Milestones tab in the Template Properties form.

4) Additionally, it is possible to make edits in the Milestones tab and have these edits mirrored in the Task Bars tab of the Chart Properties form and vice versa.

5) Please check the links for more information on sub-forms accessible from the Milestones tab.

Default Milestone Symbol Styles Control Group

1) Collected in this sub-control group are all the controls associated with defining or changing the properties of milestone properties.

2) These controls include:

Shape

3) The dropdown menu shows many milestone symbols available for use as shown here:

Fill

4) This dropdown menu shows the five (5) available milestone symbol fill patterns or texture options as shown below:

Milestone Height

5) These two (2) radio buttons and their associated value windows allow you to set the milestone height as an absolute quantity (inches or centimeters) or as a percentage of the row height, which is shown in parentheses for reference as shown here:

6) The values shown in the illustration above are the default settings established in most OnePager distributed Template Properties forms.

Border Controls

7) In the upper right corner of the form, there are three (3) controls that allow you change (1) the color of milestone symbol border, (2) the width of the border and (3) the border’s style as shown below with the Border Color dropdown clicked to access the standard OnePager Color Chooser form:

8) Further, you have the capability to establish the border color to be the same as the milestone symbol fill color which effectively makes the milestone symbol border disappear.

8) Clicking the dropdown button on the Border Color control accesses the standard Color Chooser form as shown in the above illustration.

10) The Border Width control allows you to set the value window for the width of the milestone symbol's border in inches or centimeters depending on the Template Properties form being used.

11) There are five (5) Border Styles to select from with the default style set at Solid as shown below:

Task Bar/Milestone Symbol Fill Color

12) The Task Bar/Milestone Fill Color sub-control group provides two options for assigning initial colors to milestone symbols and is shown below:

13) You can specify a single color for all milestone symbols via the standard Color Chooser form when the Use on color: radio button is is checked ON.

14) More commonly, clicking the Color-code based on radio button allows you to select a field from your Microsoft Project source plan to assign a data driven color to each milestone symbol.

15) The data driven color assignment is sometimes referred to as round-robin color.

16) OnePager goes in sequence through the color palette and assigns a new color when it finds a new distinct value in the data.

17) If it finds more distinct values than there are colors in the palette, it starts over at the beginning of the palette and uses each color for a second data value, and so on.

18) Also note that the Color-code based on selects a single data field that applies to both task bars and milestone symbols as shown here:

19) This is one of the few places where task bars and milestone symbols are constrained to have the same default behavior.

Mirror format settings between milestones and task bars

20) This single checkbox sub-control is used so that you have the option to simply apply any property edits you make to milestone symbols to task bars without having to go to the Task Bars tab of the Chart Properties form.

a) It is recommended that you check the Mirror format settings between task bars and milestones checkbox ON before making any edits in the tab.

b) That way, OnePager applies the edits to both task bars and milestones symbols from the start.

c)Task Bar and Milestone fill colors are always mirrored regardless of the Mirror... checkbox being checked ON or OFF.

21) When this checkbox is checked ON, OnePager automatically makes any changes to Task Bar properties that are made to Milestone properties for all settings where a blue dot appears to the right of the setting as in the illustration below where the checkbox is checked ON:

Milestone Symbol Decorations Control Group

1) There are five (5) decorations for Milestone symbols.

2) Each can be turned ON by checking the associated checkbox to the left of the control's label as shown here:

3) Each of these decoration’s controls can be accessed by clicking the adjacent button as shown in the illustration above.

4) When any of the five (5) decoration buttons are clicked, OnePager accesses a form with specific controls to manage the decorations for that decoration type.

5) What follows is a description of each of the specific control forms associated with each of the five (5) decoration types:

Milestone Label Properties... Button and The Set Label Properties Form

6) Clicking this button accesses the Set Label Properties form shown below wherein the source plan field name for the milestone symbol, milestone symbol label font properties, label positions, and label text collision avoidance controls can be set as shown here:

Milestone Symbol Name Field Selection

7) The Set Label Properties form's Label field dropdown as shown below allows you to access the full list of source plan field names imported by OnePager and select from the dropdown the field name OnePager uses to provide a visible milestone symbol label into the chart for each visible task bar/milestone symbol:

Milestone Symbol Label Font Properties

8) Clicking the Label font dropdown button accesses the standard Font properties form as shown below:

9) The standard Font properties form allows you to set the Label text's font type, color using the standard Color Chooser form, the font size in pixels, and the Bold - Italics - Underline settings.

Milestone Symbol Label Position

10) The default milestone symbol label position is Best fit all directions as shown in the illustration below along with the other nine (9) available standard positions :

11) The default setting of Best fit all directions gives OnePager the flexibility to establish task bar/milestone symbol label positions that do not collide with other graphics in the chart.

12) One Pager's Text Label Collision Avoidance feature, discussed in brief next, provides you with a set of rules you can employ to tell OnePager how to position task/milestone text labels in the chart.

Smart Labeling Settings

13) As mentioned, OnePager has a Smart Labeling or Text Label Collision Avoidance feature that attempts to avoid cluttered text labels appearing in the graph or at least to minimize the occurrences.

14) The controls available to you are shown below:

15) The Enable smart labeling for task/milestone labeling checkbox enables the Smart Labeling controls when the checkbox is checked ON and disables the controls when the checkbox is checked OFF.

16) There are four (4) algorithm types available for you to enable/disable, set a specific parameter, and establish an algorithm priority among the set of four.

Wrap text up to

17) The Wrap text up to (value) lines algorithm tells OnePager, depending on the priority established, to take the text label string and wrap it into a maximum of lines up to the value set in the parameter.

18) The Wrap text up to (value) lines is the default setting established in distributed OnePager Template Properties forms.

19) The value window is set to 2 lines as the default value.

Stair step up to

20) The Stair steps up to (value) levels algorithm tells OnePager, again depending on the priority establishes, to create a Comment box like structure that connects to the task bar/milestone symbol that holds the text label string.

21) The number of levels value is typically set to 1 meaning that the Stair step is positionhed in the row immediately above the row containing the subject task bar/milestone symbol.

22) Higher number of level values increases the number of rows skipped in positioning the Stair step.

Truncate text to

23) The Truncate text to (value) characters algorithm tells OnePager to chop off an excessively long text label string up to and including the value number of characters and replace the truncated text label charters with the ... character so the modified text label string fits in the selected position.

24) The value number of characters setting is set to 20 characters including the ... character.

Shrink font by up to

25) The Shrink font by up to (value) percent algorithm tell OnePager to reduce the text label string's font size up to the percentage specified in the value window until the reduced font size text label string fits in the selected position.

Additional Information Links

26) For more information on the Smart Labeling/Text Label Collision Avoidance feature, please see the article at: Resolving Task Bar Name Label Collisions (Portal) 9.7.1-70.

27) For more information on text labeling, please see the article at: Task Shape Name Labels for OnePager Pro 10.15.1.-70

%Complete Properties

28) Clicking this button accesses the Set percent-complete properties form shown below which controls the display characteristics of the %Complete representation.

29) The Set percent-complete properties form allows you to set the source of the percent complete field from the source plan, the option to show the Milestone symbol filled if the %Complete value is 100%, and several other properties.

30) Unlike task bars, milestone symbols, by convention, are either incomplete or totally complete so OnePager provides the option to show the Milestone symbol without color if it is incomplete and fully filled in with color if the Milestone symbol is 100% complete per the imported data from your source plan.

31) For more information on the settings in the Set percent-complete properties form, please see the article at: Percent complete for OnePager Pro 10.3.1-70

Critical Path Properties

32) OnePager Pro does not support displaying critical path properties for Milestone symbols.

33) Only OnePager Pro supports the representation of critical path in the chart for task bars only; OnePager Express does not.

34) For more information on the use of the Set critical-path properties form, please see the article at: Critical path for OnePager Pro 10.7.1-70

Baseline Properties

35) Clicking the Baseline Properties button accesses the Set baseline properties form shown below which controls the shape, fill, and color of baseline bars, the connecting line properties, and how the baseline dates are displayed.

36) For more information on the function and use of the controls in the Set baseline properties form, please see the article at: Baselines for OnePager Pro 10.5.1-70

Date Label Properties...

37) Clicking the Date Label Properties... button accesses the Set date label properties form shown below which allows you to control the properties of the date label.

38) You can control the date label’s font properties, the position and display of the milestone symbol date, the format of the date label, and how to separate the date from the milestone symbol's label text.

39) For more information on the use of the controls in the Set date label properties form, please see the article at: Labeling Task/Milestone Dates for OnePager Pro 10.1.1-70.

Deadline Properties...

40) Clicking Deadline Properties button accesses the Set deadline properties form shown below which controls for the shape, fill, and position of the deadline controls.

41) It also lets you set a special color to denote deadlines that have not been met.

42) Additionally, as with the Baseline Properties form described above, the Set deadline properties form controls connecting lines for deadlines and the properties of deadline date display.

43) For more information on the use of the controls in the Set deadline properties form, please see the article at: Deadlines for OnePager Pro 10.9.1-70

Endpoint Properties...

44) Endpoints are not supported for OnePager Milestone symbols since milestones are a form of endpoint in themselves.

45) For information on the use of endpoints in OnePager Pro for Task Bar Shapes, please see the article at: Endpoints for OnePager Pro 10.11.1-70

Conditional Formatting Control Group

1) The Conditional Formatting control group on the Milestones tab has one button, the Manage Rules… button as shown below:

2) Clicking this button accesses the Conditional Formatting Rules form shown below which permits you to define, change, delete, and copy rules governing the display of milestone symbols based on data imported from your Microsoft Project source plan.

3) There are two ways to get to the same Conditional Formatting Rules form:

a) Using the Chart Properties form's Task Bar tab as shown above.

b) Using the Chart Properties form's Milestones tab where the Manage Rules... button is at the bottom of the form.

4) For more information on how to use Conditional Formatting feature and the Conditional Formatting Rules form, please see the article at: Conditional Formatting (Portal). 11.0.1-70

Related Links

Resolving Task Bar Name Label Collisions (Portal) 9.7.1-70

Labeling Task/Milestone Dates for OnePager Pro 10.1.1-70

Percent complete for OnePager Pro 10.3.1-70

Baselines for OnePager Pro 10.5.1-70

Critical path for OnePager Pro 10.7.1-70

Deadlines for OnePager Pro 10.9.1-70

Endpoints for OnePager Pro 10.11.1-70

Order of Tasks/Milestones Decorations 10.13.1-70

Task Shape Name Labels for OnePager Pro 10.15.1.-70

Conditional Formatting (Portal). 11.0.1-70

(21.5.1-70)