Difference between revisions of "Percent complete for OnePager for Version 7.1"
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==Introduction to the Percent Complete Feature in OnePager== | ==Introduction to the Percent Complete Feature in OnePager== | ||
| − | This article describes OnePager’s '''Percent Complete''' feature | + | This article describes OnePager’s '''Percent Complete''' feature. Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6. |
==About Editing Percent Complete== | ==About Editing Percent Complete== | ||
| − | '''Percent complete''' displays are driven by the '''Percent complete''' field data '''imported''' from | + | '''Percent complete''' displays are driven by the '''Percent complete''' field data '''imported''' from your '''source plan'''. The '''%Complete''' field is the default. You have the option to change the name of the field used to display '''Percent complete''' in the chart. Not every task in a '''source plan''' has '''Percent complete''' data associated with it. '''Percent complete''' data for milestone symbols are usually either zero (0%) or totally (100%) complete. When you want to display '''Percent complete''' information, it is essential that these data be properly represented in the associated '''source plan''' before the data are '''imported''' to OnePager. |
==Editing All Task Percent Complete Displays== | ==Editing All Task Percent Complete Displays== | ||
| Line 11: | Line 11: | ||
===Chart Properties Form - Task Bars Tab=== | ===Chart Properties Form - Task Bars Tab=== | ||
| − | All task bar '''Percent complete''' displays are '''edited''' without changing the settings in the current '''Template Properties''' form by using these steps. Click the '''Chart Properties''' button on the OnePager '''Home''' ribbon tool bar tab in the '''Settings''' group. Next, navigate to either the '''Task Bars''' tab on the '''Chart Properties''' form. Ensure that the '''Percent complete''' checkbox is checked '''ON''' as shown below: | + | '''All''' task bar '''Percent complete''' displays are '''edited''' without changing the settings in the current '''Template Properties''' form by using these steps. Click the '''Chart Properties''' button on the OnePager '''Home''' ribbon tool bar tab in the '''Settings''' group. Next, navigate to either the '''Task Bars''' tab on the '''Chart Properties''' form. Ensure that the '''Percent complete''' checkbox is checked '''ON''' as shown below: |
| − | <center>[[File: | + | <center>[[File:P71-10_3_1-71-(1-1)-04122022.png]]</center> |
| − | <!--<center>< | + | <!--<center><P71-10_3_1-71-(1-1)-04122022.png></center>--> |
===Set Percent-Complete Properties Form=== | ===Set Percent-Complete Properties Form=== | ||
| Line 20: | Line 20: | ||
Click the '''%Complete Properties''' button to access the '''Set percent-complete properties form''' shown here: | Click the '''%Complete Properties''' button to access the '''Set percent-complete properties form''' shown here: | ||
| − | <center>[[File:P71-0_4_5-71-(2)- | + | <center>[[File:P71-0_4_5-71-(2-1)-03152022.png]]</center> |
| − | <center> | + | <!--<center>P71-0_4_5-71-(2-1)-03152022.png</center>--> |
There are four (4) checkbox controls in the '''Set percent-complete properties''' form: | There are four (4) checkbox controls in the '''Set percent-complete properties''' form: | ||
| − | :* The first is a feature that lets you add a ''' | + | :* The first is a feature that lets you add a '''checkmark symbol''' at the end of a '''completed''' task bar or a '''completed''' milestone symbol. |
:* The second is associated with the OnePager feature for '''Honoring non-working times''' when OnePager represents '''Percent complete''' when '''Non-Working Times''' are being considered in the chart. | :* The second is associated with the OnePager feature for '''Honoring non-working times''' when OnePager represents '''Percent complete''' when '''Non-Working Times''' are being considered in the chart. | ||
:* For changing the '''properties''' of the '''percent complete bar''' and | :* For changing the '''properties''' of the '''percent complete bar''' and | ||
:* To change the '''properties''' of the '''percent complete label'''. | :* To change the '''properties''' of the '''percent complete label'''. | ||
| − | ====Adding a | + | ====Adding a Checkmark Decoration to Completed Task Bars or Milestone Symbols==== |
| − | Checking the '''Add | + | Checking the '''Add checkmark: if complete''' checkbox '''ON''' informs OnePager that you want to designate the completion of a task or milestone with a '''checkmark decoration''' whenever a task bar or milestone symbol in the chart is shown as '''100% Complete'''. When the '''Add checkmark if complete''' checkbox is checked '''ON''', a task bar looks like this example: |
<center>[[File:P71-0_4_5-71-(1E-1)-12102021.png]]</center> | <center>[[File:P71-0_4_5-71-(1E-1)-12102021.png]]</center> | ||
| − | <center>P71-0_4_5-71-(1E-1)-12102021.png</center> | + | <!--<center>P71-0_4_5-71-(1E-1)-12102021.png</center>--> |
====Honoring Non-Working Times==== | ====Honoring Non-Working Times==== | ||
| Line 41: | Line 41: | ||
Checking the '''Honoring non-working times''' checkbox '''ON''' tells OnePager to consider the inclusion of '''Non-Working Times''' in the representation of '''%Complete''' in the chart. | Checking the '''Honoring non-working times''' checkbox '''ON''' tells OnePager to consider the inclusion of '''Non-Working Times''' in the representation of '''%Complete''' in the chart. | ||
| − | For more information on the '''Management of working hours and non-working hours''', please see the section in the article at: [[Managing Working Hours and Non-Working Hours for OnePager for Version 7.1 | Managing Working Hours and Non-Working Hours]] 22.5.3-71 | + | For more information on the '''Management of working hours and non-working hours''', please see the section in the article at: [[Managing Working Hours and Non-Working Hours for OnePager for Version 7.1 | Managing Working Hours and Non-Working Hours]] <!--22.5.3-71--> |
====Show Percent-Complete Bars==== | ====Show Percent-Complete Bars==== | ||
| Line 57: | Line 57: | ||
:* Finally, the '''Separator''' dropdown menu button provides you with '''eight (8) options''' for '''separating''' the '''percent complete text''' from the task bar '''label''' or '''start/finish dates'''. | :* Finally, the '''Separator''' dropdown menu button provides you with '''eight (8) options''' for '''separating''' the '''percent complete text''' from the task bar '''label''' or '''start/finish dates'''. | ||
| − | When the '''%Complete''' checkbox is checked '''ON''', both the '''Show percent-complete bars''' and '''Show percent-complete text''' checkboxes are checked '''ON''' and '''two-decimal places''' are | + | When the '''%Complete''' checkbox is checked '''ON''', both the '''Show percent-complete bars''' and '''Show percent-complete text''' checkboxes are checked '''ON''' and '''two-decimal places''' are specified in the '''Set percent-complete properties''' form, the '''percent complete''' information for task bars looks like this: |
<center>[[File:P71-10_3_1-(4)-09012021.png]]</center> | <center>[[File:P71-10_3_1-(4)-09012021.png]]</center> | ||
| − | <center><P71-10_3_1-(4)-09012021.png></center> | + | <!--<center><P71-10_3_1-(4)-09012021.png></center>--> |
==Editing Individual Task Percent Complete Display== | ==Editing Individual Task Percent Complete Display== | ||
| − | The default settings for displaying '''Percent complete''' information for individual task bar can be '''edited''' as follows: | + | The default settings for displaying '''Percent complete''' information for '''individual''' task bar can be '''edited''' as follows: |
===Selecting Individual Task Bar or Bars=== | ===Selecting Individual Task Bar or Bars=== | ||
| Line 70: | Line 70: | ||
You can select the task bar by right-clicking on it to access the '''task bar''' right-click '''context menu''' with the '''Format…''' command, the '''task bar name label''' right-click '''context menu''', or click the '''Format…''' button on the OnePager '''Home''' ribbon tool bar tab after selecting the desired tasks/milestones. | You can select the task bar by right-clicking on it to access the '''task bar''' right-click '''context menu''' with the '''Format…''' command, the '''task bar name label''' right-click '''context menu''', or click the '''Format…''' button on the OnePager '''Home''' ribbon tool bar tab after selecting the desired tasks/milestones. | ||
| − | For examples on how access the '''Change Task/Milestone Properties''' from from the chart, please see the sub-section at: [[Labeling Task/Milestone Dates for OnePager for Version 7.1#Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name Label | Labeling Task/Milestone Dates for OnePager - Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name Label]] 10.1.1-71 | + | For examples on how access the '''Change Task/Milestone Properties''' from from the chart, please see the sub-section at: [[Labeling Task/Milestone Dates for OnePager for Version 7.1#Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name Label | Labeling Task/Milestone Dates for OnePager - Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name Label]] <!--10.1.1-71--> |
===Accessing the Change Task/Milestone Properties Form=== | ===Accessing the Change Task/Milestone Properties Form=== | ||
| Line 77: | Line 77: | ||
<center>[[File:P71-10_3_1-71-(4-1)-12102021.png]]</center> | <center>[[File:P71-10_3_1-71-(4-1)-12102021.png]]</center> | ||
| − | <center>P71-10_3_1-71-(4-1)-12102021.png</center> | + | <!--<center>P71-10_3_1-71-(4-1)-12102021.png</center>--> |
====Percent Complete Tab Editing Controls==== | ====Percent Complete Tab Editing Controls==== | ||
| Line 87: | Line 87: | ||
Clicking the '''Use %Complete Defaults''' button in the '''Percent Complete''' tab of the '''Change Task/Milestone Properties''' form resets all '''format properties of the selected '''percent complete label/text''' back to the settings established in the '''Chart Properties''' form. The '''Use %Complete Defaults''' button looks like this: | Clicking the '''Use %Complete Defaults''' button in the '''Percent Complete''' tab of the '''Change Task/Milestone Properties''' form resets all '''format properties of the selected '''percent complete label/text''' back to the settings established in the '''Chart Properties''' form. The '''Use %Complete Defaults''' button looks like this: | ||
| − | |||
| − | |||
<center>[[File:P71-10_3_1-71-(4A-1)-12102021.png]]</center> | <center>[[File:P71-10_3_1-71-(4A-1)-12102021.png]]</center> | ||
| − | <center>P71-10_3_1-71-(4A-1)-12102021.png</center> | + | <!--<center>P71-10_3_1-71-(4A-1)-12102021.png</center>--> |
===Example=== | ===Example=== | ||
| Line 96: | Line 94: | ||
As an example, if all task bars are globally set '''not''' to display '''percent-complete''', (1) we can select a particular task bar with a right-click, (2) navigate to the '''Percent-complete''' tab on the '''Change Task/Milestone Properties''' form, (3) set the appropriate checkbox '''ON''' to display '''percent-complete text''', and (4) position the '''percent-complete label/text''' into the boundaries of the task bar itself as shown below: | As an example, if all task bars are globally set '''not''' to display '''percent-complete''', (1) we can select a particular task bar with a right-click, (2) navigate to the '''Percent-complete''' tab on the '''Change Task/Milestone Properties''' form, (3) set the appropriate checkbox '''ON''' to display '''percent-complete text''', and (4) position the '''percent-complete label/text''' into the boundaries of the task bar itself as shown below: | ||
| − | <center>[[File: | + | <center>[[File:P71-10_3_1-71-(5-1)-12102021.png]]</center> |
| − | <!--<center> | + | <!--<center>P71-10_3_1-71-(5-1)-12102021.png</center>--> |
With the '''Show %Complete Label''' checkbox '''ON''', OnePager displays the numeric value of the '''Percent complete''' in the position you determine by selecting an option from the dropdown menu to the right of the '''Show %Complete Label''' checkbox. When you click the '''OK''' button on the '''Change Task/Milestone Properties''' form, the '''edited''' task bar looks like this: | With the '''Show %Complete Label''' checkbox '''ON''', OnePager displays the numeric value of the '''Percent complete''' in the position you determine by selecting an option from the dropdown menu to the right of the '''Show %Complete Label''' checkbox. When you click the '''OK''' button on the '''Change Task/Milestone Properties''' form, the '''edited''' task bar looks like this: | ||
| Line 110: | Line 108: | ||
==Related Links== | ==Related Links== | ||
| − | [[Labeling Task/Milestone Dates for OnePager for Version 7.1 | Labeling Task/Milestone Dates for OnePager]] 10.1.1-71 | + | [[Labeling Task/Milestone Dates for OnePager for Version 7.1 | Labeling Task/Milestone Dates for OnePager]] <!--10.1.1-71--> |
| − | [[Managing Working Hours and Non-Working Hours for OnePager for Version 7.1 | Managing Working Hours and Non-Working Hours]] 22.5.3-71 | + | [[Managing Working Hours and Non-Working Hours for OnePager for Version 7.1 | Managing Working Hours and Non-Working Hours]] <!--22.5.3-71--> |
(10.3.1-71) | (10.3.1-71) | ||
| Line 118: | Line 116: | ||
[[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 the Chart]] | [[Category:Editing the Chart]] | ||
Latest revision as of 15:20, 20 May 2022
Contents
Introduction to the Percent Complete Feature in OnePager
This article describes OnePager’s Percent Complete feature. Illustrations used in this article are from OnePager Pro using data from Microsoft Project but the feature's function, controls, and manual edits apply equally to other OnePager editions that import from data sources like Microsoft Excel, Smartsheet, and Oracle Primavera P6.
About Editing Percent Complete
Percent complete displays are driven by the Percent complete field data imported from your source plan. The %Complete field is the default. You have the option to change the name of the field used to display Percent complete in the chart. Not every task in a source plan has Percent complete data associated with it. Percent complete data for milestone symbols are usually either zero (0%) or totally (100%) complete. When you want to display Percent complete information, it is essential that these data be properly represented in the associated source plan before the data are imported to OnePager.
Editing All Task Percent Complete Displays
Chart Properties Form - Task Bars Tab
All task bar Percent complete displays are edited without changing the settings in the current Template Properties form by using these steps. Click the Chart Properties button on the OnePager Home ribbon tool bar tab in the Settings group. Next, navigate to either the Task Bars tab on the Chart Properties form. Ensure that the Percent complete checkbox is checked ON as shown below:
-04122022.png)
Set Percent-Complete Properties Form
Click the %Complete Properties button to access the Set percent-complete properties form shown here:
-03152022.png)
There are four (4) checkbox controls in the Set percent-complete properties form:
- The first is a feature that lets you add a checkmark symbol at the end of a completed task bar or a completed milestone symbol.
- The second is associated with the OnePager feature for Honoring non-working times when OnePager represents Percent complete when Non-Working Times are being considered in the chart.
- For changing the properties of the percent complete bar and
- To change the properties of the percent complete label.
Adding a Checkmark Decoration to Completed Task Bars or Milestone Symbols
Checking the Add checkmark: if complete checkbox ON informs OnePager that you want to designate the completion of a task or milestone with a checkmark decoration whenever a task bar or milestone symbol in the chart is shown as 100% Complete. When the Add checkmark if complete checkbox is checked ON, a task bar looks like this example:
-12102021.png)
Honoring Non-Working Times
Checking the Honoring non-working times checkbox ON tells OnePager to consider the inclusion of Non-Working Times in the representation of %Complete in the chart.
For more information on the Management of working hours and non-working hours, please see the section in the article at: Managing Working Hours and Non-Working Hours
Show Percent-Complete Bars
Checking the Show percent-complete bars checkbox ON enables controls over the color of the percent complete bar displayed in the task bar and the height of the percent complete bar within the task bar as a percent of the total task bar's (Gantt bar) height. Clicking the %Complete color dropdown menu accesses the standard Color Chooser form where you can set the specific color for the percent complete bar. You can also use the %Complete height control to set the relative height of the Percent complete bar as a percentage of the total task bar height. When selecting a percentage for the percent complete bar height, recall that task bars can vary in height through manual editing. Therefore, applying this control to all task bars results in varying heights for the percent complete bar as well.
Show Percent-Complete Text
Checking the Show percent-complete text checkbox ON enables control for the percent complete text (numerical) associated with the task bar. You can choose to display the percent complete bar only, the percent complete text only, or both using these two checkboxes. When enabled, you have the following controls to edit the appearance of the percent complete information for all task bars:
- The %Complete font controls respond exactly as other label/text font controls found elsewhere in OnePager.
- Clicking the %Complete font dropdown menu button accesses the standard Set font properties form.
- Similarly, the Label position dropdown menu button gives you access to the twelve (12) available positions to place the percent complete text.
- The Text Format sub-control section provides you the option to show values with decimal fractions and to optionally display the % symbol.
- Finally, the Separator dropdown menu button provides you with eight (8) options for separating the percent complete text from the task bar label or start/finish dates.
When the %Complete checkbox is checked ON, both the Show percent-complete bars and Show percent-complete text checkboxes are checked ON and two-decimal places are specified in the Set percent-complete properties form, the percent complete information for task bars looks like this:
-09012021.png)
Editing Individual Task Percent Complete Display
The default settings for displaying Percent complete information for individual task bar can be edited as follows:
Selecting Individual Task Bar or Bars
You can select the task bar by right-clicking on it to access the task bar right-click context menu with the Format… command, the task bar name label right-click context menu, or click the Format… button on the OnePager Home ribbon tool bar tab after selecting the desired tasks/milestones.
For examples on how access the Change Task/Milestone Properties from from the chart, please see the sub-section at: Labeling Task/Milestone Dates for OnePager - Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name Label
Accessing the Change Task/Milestone Properties Form
Using any of the available method, click the Format... command to access the Change Task/Milestone Properties form. Then, navigate to the Percent Complete tab in the Change Task/Milestone Properties form which looks like this:
-12102021.png)
Percent Complete Tab Editing Controls
Go to the Percent Complete tab as shown above controlling the display of the Percent complete (%) bar on the selected task bar and the placement of the numeric label/text for Percent complete information. The Show Percent Complete checkbox allows you to turn ON and OFF the display of Percent complete information for the selected task bar. When the Show Percent Complete checkbox is checked ON, you have the option to display either the Percent Complete bar within the selected task bar or the Percent Complete numeric label/text or both by checking the appropriate checkboxes ON as illustrated above. Clicking the %Complete Font dropdown button at the Percent Complete tab of the Change Task/Milestone Properties form accesses the standard Font properties form so you can edit the Font properties of the %Complete label and numeric label/text.
Use %Complete Defaults
Clicking the Use %Complete Defaults button in the Percent Complete tab of the Change Task/Milestone Properties form resets all format properties of the selected percent complete label/text back to the settings established in the Chart Properties form. The Use %Complete Defaults button looks like this:
-12102021.png)
Example
As an example, if all task bars are globally set not to display percent-complete, (1) we can select a particular task bar with a right-click, (2) navigate to the Percent-complete tab on the Change Task/Milestone Properties form, (3) set the appropriate checkbox ON to display percent-complete text, and (4) position the percent-complete label/text into the boundaries of the task bar itself as shown below:
-12102021.png)
With the Show %Complete Label checkbox ON, OnePager displays the numeric value of the Percent complete in the position you determine by selecting an option from the dropdown menu to the right of the Show %Complete Label checkbox. When you click the OK button on the Change Task/Milestone Properties form, the edited task bar looks like this:
-06012020.png)
Resetting Default Properties for Mavericked Task Shape
The Use %Complete Defaults button bar, when clicked, changes the task’s %Complete properties to those currently specified as global in the current Template form.
Related Links
Labeling Task/Milestone Dates for OnePager
Managing Working Hours and Non-Working Hours
(10.3.1-71)
