Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal)

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Revision as of 17:35, 13 September 2019 by Rfeingold (Talk | contribs) (Modifying Individual Task/Milestone Decorations)

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About Decorations

1) Decorations on task/milestones 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) The subject of task labels is covered in this article: Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-70

Global Decoration Controls

1) Decorations are controlled through the Template Properties and Chart Properties forms.

a) Please see this article for more information on editing with the Template Properties form: Managing Templates (Portal) 24.0.1-70
b) Please see this article for more information editing with the Chart Properties form: Editing with the Chart Properties form (Portal). 21.0.1-70

2) 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:

Template Properties Form - Task Bars Tab
File:P70-10 0 1-70-(1-1)-09132019.png
P70-10_0_1-70-(1-1)-09132019.png
Chart Properties Form - Task Bars Tab
File:P70-10 0 1-70-(2-1)-09132019.png
P70-10_0_1-70-(2-1)-09132019.png

3) This article overviews instructions on two methods for manually editing decorations for individual tasks/milestones.

4) The two sub-sections below, we’ll briefly cover both methods:

(1) Using the Chart Properties form to change all task/milestone decoration properties, and
(2) the Format… commands available to modify the decoration properties of a single task/milestone.

Using the Chart Properties Form To Edit Decorations

1) Decorations on all tasks/milestones 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/milestones in the current chart without changing any of the settings in the current Template.

3) Doing so makes mavericks of all tasks/milestones 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:

File:P70-10 0 1-70-(3)-09132019.png
P70-10_0_1-70-(3)-09132019.png

5) When this checkbox is checked, OnePager automatically makes any edits to Milestones 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:

File:P70-10 0 1-70-(4)-09132019.png
P70-10_0_1-70-(4)-09132019.png

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 Decorations in the Chart Editor

1) Decorations can be edited for individual tasks and milestones (or selected groups of them) using the Change Task/Milestone Properties form.

2) This form can be accessed two ways:

(1) Right-clicking a Task/Milestone. Accessing the Change Task/Milestone Properties form with this method requires you to right-click on the task or milestone. This action accesses the available commands in the context menu. Then, select the Format… command to access the Change Task/Milestone Properties form.
P53-10 0 1-53-(2)-03142016.png
(2) Format button on the OnePager Pro Home Ribbon. The Change Task/Milestone Properties form can also be accessed by clicking the Format… button after you have selected one or more tasks/milestones to edit. The Format...button on the ribbon is shown below:
P52-10 -(2)-06012015.png

Related Link

Editing with the Chart Properties form (Portal) 21.0.1-70

(10.0.1-70)