Difference between revisions of "Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal)"
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==About Decorations== | ==About Decorations== | ||
| − | 1) '''Decorations''' on task/ | + | 1) '''Decorations''' on task/milestone shapes include the following '''Data-Driven''' elements: |
:* '''Date labels''' | :* '''Date labels''' | ||
| Line 12: | Line 12: | ||
2) '''Task labels''' are not considered a '''Decoration''' for the purpose of this discussion. | 2) '''Task labels''' are not considered a '''Decoration''' for the purpose of this discussion. | ||
| − | 3) | + | 3) For more information on '''Managing task/milestone shapes and labels''', please see the articles at: [[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 |
| − | 4) To go directly to the detailed articles | + | 4) To go directly to the detailed articles covering '''Modifying decorations on task/milestone shapes''', please click here: [[Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal)#Links to Detailed Decoration Editing Articles | Links to Detailed Decoration Editing Articles]] 10.0.1-70. |
==Global Decoration Controls== | ==Global Decoration Controls== | ||
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1) '''Decorations''' are controlled through the '''Template Properties''' and '''Chart Properties''' forms. | 1) '''Decorations''' are controlled through the '''Template Properties''' and '''Chart Properties''' forms. | ||
| − | + | 2) For more information on '''Using the Template form''', please see the article at: [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] 24.0.1-70 | |
| − | + | 3) For more information on '''Using Chart Properties form''', please see the article at:: [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]]. 21.0.1-70 | |
| − | + | 4) For the purpose of this discussion, focus is placed on the '''Chart Properties''' form's '''Task Bars''' and '''Milestone''' tabs in the control groups as shown below: | |
<center>'''Template Properties Form - Task Bars Tab'''</center> | <center>'''Template Properties Form - Task Bars Tab'''</center> | ||
| Line 34: | Line 34: | ||
<center>P70-10_0_1-70-(2-1)-09132019.png</center> | <center>P70-10_0_1-70-(2-1)-09132019.png</center> | ||
| − | + | 5) This article overviews instructions on two methods for '''manually editing decorations''' for '''individual tasks/milestones'''. | |
| − | + | 6) The two (2) sub-sections below, we’ll briefly cover both methods: | |
| − | : | + | :a) Using the '''Chart Properties''' form to change '''all''' task/milestone shape decoration properties, and |
| − | : | + | :b) the '''Format…''' commands available to modify the decoration properties of a '''single''' task/milestone shape. |
==Using the Chart Properties Form To Edit Decorations== | ==Using the Chart Properties Form To Edit Decorations== | ||
| − | 1) '''Decorations''' on '''all''' tasks/ | + | 1) '''Decorations''' on '''all''' tasks/milestone shapes can be '''manually edited''' by using the '''Task Bars''' or '''Milestones''' tabs in the '''Chart Properties''' form. |
| − | 2) Using these controls you can '''edit''' the '''decoration properties''' of all tasks/ | + | 2) Using these controls you can '''edit''' the '''decoration properties''' of all tasks/milestone shapes in the current chart without '''changing''' any of the settings in the current '''Template'''. |
| − | 3) Doing so makes '''mavericks''' of all | + | 3) Doing so makes '''mavericks''' of all task/milestone shapes participating in the '''edit''' in the current chart. |
===Mirror Format Settings Between Task Bars and Milestones=== | ===Mirror Format Settings Between Task Bars and Milestones=== | ||
| − | 4) For convenience we've added a checkbox titled '''Mirror format setting between task bars and milestones''' shown below: | + | 4) For convenience, we've added a checkbox titled '''Mirror format setting between task bars and milestones''' shown below: |
<center>[[File:P70-10_0_1-70-(3)-09132019.png]]</center> | <center>[[File:P70-10_0_1-70-(3)-09132019.png]]</center> | ||
<center>P70-10_0_1-70-(3)-09132019.png</center> | <center>P70-10_0_1-70-(3)-09132019.png</center> | ||
| − | 5) When this checkbox is checked, OnePager automatically makes any '''edits''' to ''' | + | 5) When this checkbox is checked '''On''', OnePager automatically makes any '''edits''' to '''Milestone shapes''' that are made to '''Task Bars''' for all settings where a '''blue dot''' appears to the right of the setting. |
6) This checkbox appears in both the '''Task Bar''' tab and the '''Milestone''' tab of the '''Chart Properties''' form and the corresponding tabs of the '''Template Properties''' form. | 6) This checkbox appears in both the '''Task Bar''' tab and the '''Milestone''' tab of the '''Chart Properties''' form and the corresponding tabs of the '''Template Properties''' form. | ||
| Line 97: | Line 97: | ||
|} | |} | ||
| − | ==Editing Individual Task/Milestone Decorations in the Chart Editor== | + | ==Editing Individual Task/Milestone Shape Decorations in the Chart Editor== |
| − | 1) '''Decorations''' can be '''edited''' for individual | + | 1) '''Decorations''' can be '''edited''' for individual task and milestone shapes (or selected groups of them) using the '''Change Task/Milestone Properties''' form. |
2) This form can be accessed two ways: | 2) This form can be accessed two ways: | ||
| Line 117: | Line 117: | ||
<center>P70-10_0_1-70-(6)-09132019.png</center> | <center>P70-10_0_1-70-(6)-09132019.png</center> | ||
| − | 6) The '''Format''' tab is shown above where you can '''edit''' the task/milestone properties shown. | + | 6) The '''Format''' tab is shown above where you can '''edit''' the task/milestone shape's properties shown. |
| − | 7) Clicking any of the other six (6) '''decoration''' tabs on the form accesses the specific capabilities for '''editing''' that specific '''decoration''' for the selected task/milestone(s). | + | 7) Clicking any of the other six (6) '''decoration''' tabs on the form accesses the specific capabilities for '''editing''' that specific '''decoration''' for the selected task/milestone shape(s). |
| − | 8) The '''Task Labels''' tab is used for positioning the '''text label''' and '''editing''' | + | 8) The '''Task Labels''' tab is used for positioning the '''text label''' and '''editing''' its related properties but is not considered a '''decoration''' and is discussed this series of articles: [[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. |
===Format button on the OnePager Pro Home Ribbon=== | ===Format button on the OnePager Pro Home Ribbon=== | ||
| − | 9) The '''Change Task/Milestone Properties''' form can also be accessed by clicking the '''Format…''' button after you selected one or more | + | 9) The '''Change Task/Milestone Properties''' form can also be accessed by clicking the '''Format…''' button after you selected one or more task/milestone shapes to '''edit'''. |
10) The '''Format...'''button on the ribbon is shown below: | 10) The '''Format...'''button on the ribbon is shown below: | ||
| Line 139: | Line 139: | ||
12) The '''Format''' tab is shown above where you can '''edit''' the task/milestone properties shown. | 12) The '''Format''' tab is shown above where you can '''edit''' the task/milestone properties shown. | ||
| − | 13) Clicking any of the other six (6) '''decoration''' tabs on the form accesses the specific capabilities for '''editing''' that specific '''decoration''' for the selected task/milestone(s). | + | 13) Clicking any of the other six (6) '''decoration''' tabs on the form accesses the specific capabilities for '''editing''' that specific '''decoration''' for the selected task/milestone shape(s). |
| − | 14) The '''Task Labels''' tab is used for positioning the '''text label''' and '''editing''' | + | 14) The '''Task Labels''' tab is used for positioning the '''text label''' and '''editing''' its related properties but is not considered a '''decoration''' and is discussed this series of articles: [[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. |
==Related Link== | ==Related Link== | ||
Revision as of 15:16, 20 December 2019
Contents
About Decorations
1) Decorations on task/milestone shapes include the following Data-Driven elements:
- Date labels
- Percent complete
- Baselines
- Critical path
- Deadlines
- Endpoints
2) Task labels are not considered a Decoration for the purpose of this discussion.
3) For more information on Managing task/milestone shapes and labels, please see the articles at: Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-70
4) To go directly to the detailed articles covering Modifying decorations on task/milestone shapes, please click here: Links to Detailed Decoration Editing Articles 10.0.1-70.
Global Decoration Controls
1) Decorations are controlled through the Template Properties and Chart Properties forms.
2) For more information on Using the Template form, please see the article at: Managing Templates (Portal) 24.0.1-70
3) For more information on Using Chart Properties form, please see the article at:: Editing with the Chart Properties form (Portal). 21.0.1-70
4) For the purpose of this discussion, focus is placed on the Chart Properties form's Task Bars and Milestone tabs in the control groups as shown below:
5) This article overviews instructions on two methods for manually editing decorations for individual tasks/milestones.
6) The two (2) sub-sections below, we’ll briefly cover both methods:
- a) Using the Chart Properties form to change all task/milestone shape decoration properties, and
- b) the Format… commands available to modify the decoration properties of a single task/milestone shape.
Using the Chart Properties Form To Edit Decorations
1) Decorations on all tasks/milestone shapes can be manually edited by using the Task Bars or Milestones tabs in the Chart Properties form.
2) Using these controls you can edit the decoration properties of all tasks/milestone shapes in the current chart without changing any of the settings in the current Template.
3) Doing so makes mavericks of all task/milestone shapes participating in the edit in the current chart.
Mirror Format Settings Between Task Bars and Milestones
4) For convenience, we've added a checkbox titled Mirror format setting between task bars and milestones shown below:
5) When this checkbox is checked On, OnePager automatically makes any edits to Milestone shapes that are made to Task Bars for all settings where a blue dot appears to the right of the setting.
6) This checkbox appears in both the Task Bar tab and the Milestone tab of the Chart Properties form and the corresponding tabs of the Template Properties form.
7) The Milestones tab of the Chart Properties form is illustrated below:
8) Instructions for editing specific decorations for OnePager Pro and Express are located at the links shown in the next section below:
Links to Detailed Decoration Editing Articles
9) Use the links below to access more information on editing task/milestone decorations:
| Labeling Task/Milestone Shapes for OnePager Pro 10.15.1.-70 | Labeling Task/Milestone Shapes for OnePager Express 10.16.1.-70 |
| Labeling Task/Milestone Dates for OnePager Pro 10.1.1-70 | Labeling Task/Milestone Dates for OnePager Express 10.2.1-70 |
| Percent complete for OnePager Pro 10.3.1-70 | Percent complete for OnePager Express 10.4.1-70 |
| Baselines for OnePager Pro 10.5.1-70 | Baselines for OnePager Express 10.6.1-70 |
| Critical path for OnePager Pro 10.7.1-70 | Critical path for OnePager Express 10.8.1-70 |
| Deadlines for OnePager Pro 10.9.1-70 | Deadlines for OnePager Express 10.10.1-70 |
| Endpoints for OnePager Pro 10.11.1-70 | Endpoints for OnePager Express 10.12.1-70 |
| Order of Tasks/Milestones Decorations 10.13.1-70 |
Editing Individual Task/Milestone Shape Decorations in the Chart Editor
1) Decorations can be edited for individual task and milestone shapes (or selected groups of them) using the Change Task/Milestone Properties form.
2) This form can be accessed two ways:
Right-Clicking a Task/Milestone
3) Accessing the Change Task/Milestone Properties form with this method requires you to right-click on the task or milestone.
4) This action accesses the available commands in the context menu shown below:
5) Clicking the Format… command accesses the Change Task/Milestone Properties form as shown here:
6) The Format tab is shown above where you can edit the task/milestone shape's properties shown.
7) Clicking any of the other six (6) decoration tabs on the form accesses the specific capabilities for editing that specific decoration for the selected task/milestone shape(s).
8) The Task Labels tab is used for positioning the text label and editing its related properties but is not considered a decoration and is discussed this series of articles: Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-70.
Format button on the OnePager Pro Home Ribbon
9) The Change Task/Milestone Properties form can also be accessed by clicking the Format… button after you selected one or more task/milestone shapes to edit.
10) The Format...button on the ribbon is shown below:
11) After clicking the Format... button as shown above, the Change Task/Milestone Properties form is accessed as shown here:
12) The Format tab is shown above where you can edit the task/milestone properties shown.
13) Clicking any of the other six (6) decoration tabs on the form accesses the specific capabilities for editing that specific decoration for the selected task/milestone shape(s).
14) The Task Labels tab is used for positioning the text label and editing its related properties but is not considered a decoration and is discussed this series of articles: Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-70.
Related Link
Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-70
Editing with the Chart Properties form (Portal) 21.0.1-70
Managing Templates (Portal) 24.0.1-70
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