Difference between revisions of "Percent complete for Version 7.0 (OnePager Express)"

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==About Modifying Percent Complete==
+
==About Editing Percent Complete==
  
1) '''Percent complete''' displays are driven by your designated '''Percent complete''' field data imported from the Microsoft Excel '''source plan'''. You have the option to change the name of the Microsoft Excel field.
+
1) '''Percent complete''' displays are driven by the '''Percent complete''' field data imported from the Microsoft Excel '''source plan'''.  
 +
 
 +
:a) The Microsoft Project '''%Complete''' field is the default. 
 +
 
 +
:b) You have the option to change the name of the Microsoft Excel field.
  
 
2) Not every task in a Microsoft Excel '''source plan''' has '''Percent complete''' data associated with it.   
 
2) Not every task in a Microsoft Excel '''source plan''' has '''Percent complete''' data associated with it.   
Line 7: Line 11:
 
3) '''Percent complete''' data for milestones are usually either zero (0%) or totally (100%) complete.   
 
3) '''Percent complete''' data for milestones are usually either zero (0%) or totally (100%) complete.   
  
4) When you want to display '''Percent complete''' information, it is essential that these data be properly represented in the associated Microsoft Excel '''source plan''' before the data are imported to OnePager Express ('''OPP''').
+
4) When you want to display '''Percent complete''' information, it is essential that these data be properly represented in the associated Microsoft Excel '''source plan''' before the data are '''imported''' to OnePager Express ('''OPX''').
  
==Modifying All Task Percent Complete Displays==
+
==Editing All Task Percent Complete Displays==  
  
1) All task '''Percent complete''' displays are modified without changing the settings in the current '''Template''' by using the following steps:
+
===Chart Properties Form - Task Bars Tab===
 +
 
 +
1) All task '''Percent complete''' displays are '''edited''' without changing the settings in the current '''Template''' by using the following steps:
  
 
:a) Click the '''Chart Properties''' button on the '''Home''' ribbon in the '''Settings''' group.
 
:a) Click the '''Chart Properties''' button on the '''Home''' ribbon in the '''Settings''' group.
Line 17: Line 23:
 
:b) Next, navigate to either the '''Task Bars''' tab.
 
:b) Next, navigate to either the '''Task Bars''' tab.
  
:c) Ensure that the '''Percent complete''' checkbox is checked and then click the '''%Complete Properties''' button as shown below:
+
:c) Ensure that the '''Percent complete''' checkbox is checked as shown below:
  
<center>[[File:X61-10_4_1-61-(1)-11132018.png]]</center>
+
<center>[[File:X70-10_4_1-70-(1)-09142019.png]]</center>
<center>&lt;X61-10_4_1-61-(1)-11132018.png&gt;</center>
+
<center>&lt;X70-10_4_1-70-(1)-09142019.png&gt;</center>
 +
 
 +
===Set Percent-Complete Properties Form===
 +
 
 +
:d) Click the '''%Complete Properties''' button to access the '''Set percent-complete properties form''' shown here:
 +
 
 +
<center>[[File:X70-10_4_1-70-(1A)-09142019.png]]</center>
 +
<center>&lt;X70-10_4_1-70-(1A)-09142019.png&gt;</center>
  
 
2) There are three checkbox controls in the '''Set percent-complete properties''' form:  
 
2) There are three checkbox controls in the '''Set percent-complete properties''' form:  
  
:a) The first is associated with the new feature in OnePager Express 7.0 for '''Honoring non-working times''' when OnePager Express 7.0 represents '''Percent complete''' when '''Non-Working Times''' are being considered in the chart.
+
:a) The first is associated with the new feature in OnePager Pro 7.0 for '''Honoring non-working times''' when OnePager Pro 7.0 represents '''Percent complete''' when '''Non-Working Times''' are being considered in the chart.
  
 
:b) For changing the properties of the '''percent complete bar''' and  
 
:b) For changing the properties of the '''percent complete bar''' and  
Line 30: Line 43:
 
:c) To change the properties of the '''percent complete''' related text.
 
:c) To change the properties of the '''percent complete''' related text.
  
3) Checking the '''Honoring non-working times''' checkbox '''ON''' tells OnePager Express 7.0 to consider the inclusion of '''Non-Working Times''' in the representation of '''Percent''' in the chart.  For more information, please see the section at:  [[Managing Working Hours and Non-Working Hours for OnePager Express for Version 7.0#The Honor Non-Working Time Feature | Managing Working Hours and Non-Working Hours for OnePager Express - The Honor Non-Working Time Feature]]. 22.5.4-70
+
====Honoring Non-Working Times====
  
4) Checking the '''Show percent-complete bars''' checkbox enables controls over the '''color''' of the '''percent complete bar''' displayed in the task and the '''height''' of the '''percent complete bar''' within the task bar as a percent of the total task (Gantt bar) '''height'''.
+
3) Checking the '''Honoring non-working times''' checkbox '''ON''' tells OnePager Pro 7.0 to consider the inclusion of '''Non-Working Times''' in the representation of '''%Complete''' in the chart.
  
:a) Clicking the '''%Complete color''' dropdown menu accesses the standard '''Color Chooser''' which allows you to set the specific '''color''' for the '''percent complete bar'''.
+
4) For more information, please see the section at:  [[Managing Working Hours and Non-Working Hours for OnePager Express for Version 7.0#The Honor Non-Working Time Feature | Managing Working Hours and Non-Working Hours for OnePager Express - The Honor Non-Working Time Feature]]. 22.5.4-70
 +
 
 +
====Show Percent-Complete Bars====
 +
 
 +
5) Checking the '''Show percent-complete bars''' checkbox '''ON enables''' controls over the '''color''' of the '''percent complete bar''' displayed in the task and the '''height''' of the '''percent complete bar''' within the task bar as a percent of the total task (Gantt bar) '''height'''.
 +
 
 +
:a) Clicking the '''%Complete color''' dropdown menu accesses the standard '''Color Chooser''' where you can set the specific '''color''' for the '''percent complete bar'''.
  
 
:b) 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'''.
 
:b) 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'''.
  
:c) 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.
+
:c) When selecting a '''percentage''' for the '''percent complete bar height''', recall that task bars can vary in '''height''' through manual '''editing'''.   
  
5) Checking the '''Show percent-complete text''' checkbox enables control for the '''percent complete text''' (numerical) associated with the task.  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 modify the appearance of the '''percent complete''' information for all task bars:
+
:d) Therefore, applying this control to '''all''' task bars results in varying '''heights''' for the '''percent complete bar''' as well.
  
:a) The '''%Complete font''' controls respond exactly as other '''text font''' controls found elsewhere in OnePager.  Clicking the '''%Complete font''' dropdown menu button accesses the standard '''Set font properties''' form that was explained above.
+
====Show Percent-Complete Text====
  
:b) Similarly, the '''Label position''' dropdown menu button gives you access to the '''eight available positions''' to place the '''percent complete text'''.
+
6) Checking the '''Show percent-complete text''' checkbox '''ON enables''' control for the '''percent complete text''' (numerical) associated with the task.
  
:c) Finally, the '''Separator''' dropdown menu button provides you with '''eight''' options for separating the '''percent complete text''' from the task bar '''label'''.
+
7) You can choose to display the '''percent complete bar''' only, the '''percent complete text''' only, or both using these two checkboxes.
  
6) When the '''%Complete''' checkbox is checked '''ON''' and both the '''Show percent-complete bars''' and '''Show percent-complete text''' checkboxes are checked in the '''Set percent-complete properties''' form, the '''percent complete''' information for tasks looks like this:
+
8) When '''enabled''', you have the following controls to '''edit''' the appearance of the '''percent complete''' information for '''all''' task bars:
  
<center>[[File:P52-10_3-(2)-06012015.png]]</center>
+
:a) The '''%Complete font''' controls respond exactly as other '''text font''' controls found elsewhere in OnePager.
<center>&lt;P52-10_3-(2)-06012015.png&gt;</center>
+
  
==Modifying Individual Task Percent Complete Display==
+
:b) Clicking the '''%Complete font''' dropdown menu button accesses the standard '''Set font properties''' form.
  
The default settings for displaying '''Percent complete''' information for individual task can be modified by using the following steps:
+
:c) Similarly, the '''Label position''' dropdown menu button gives you access to the '''eleven (11) available positions''' to place the '''percent complete text'''.
  
1) You can select the task by right-clicking on it to reveal the context menu with the '''Format…''' command or click the '''Format…''' button on the '''Home''' ribbon after selecting the desired tasks/milestones.
+
:d) Finally, the '''Separator''' dropdown menu button provides you with '''eight''' options for '''separating''' the '''percent complete text''' from the task bar '''label'''.
  
2) Either way, click the '''Format...''' command to access the '''Change Task/Milestone Properties''' form.  Then, select the '''Percent Complete''' tab in the '''Change Task/Milestone Properties''' form which looks like this:
+
9) When the '''%Complete''' checkbox is checked '''ON''' and both the '''Show percent-complete bars''' and '''Show percent-complete text''' checkboxes are checked '''ON''' in the '''Set percent-complete properties''' form, the '''percent complete''' information for tasks looks like this:
  
<center>[[File:X61-10_4_1-61-(2)-11132018.png]]</center>
+
<center>[[File:X70-10_4_1-70-(2)-09142019.png]]</center>
<center>&lt;X61-10_4_1-61-(2)-11132018.png&gt;</center>
+
<center>&lt;X70-10_4_1-70-(2)-09142019.png&gt;</center>
  
3) Go to the '''Percent Complete''' tab as shown above which controls the display of the '''Percent complete''' (%) bar on the selected task and the placement of the numeric text for '''Percent complete''' information:  
+
==Editing Individual Task Percent Complete Display==
 +
 
 +
1) The default settings for displaying '''Percent complete''' information for individual task can be '''edited''' as follows:
 +
 
 +
===Selecting Individual Task or Tasks===
 +
 
 +
2) You can select the task shape by right-clicking on it to access the context menu with the '''Format…''' command or click the '''Format…''' button on the '''Home''' ribbon after selecting the desired tasks/milestones.
 +
 
 +
===Accessing the Change Task/Milestone Properties Form===
 +
 
 +
3) Using either method, click the '''Format...''' command to access the '''Change Task/Milestone Properties''' form. 
 +
 
 +
4) Then, navigate to the '''Percent Complete''' tab in the '''Change Task/Milestone Properties''' form which looks like this:
 +
 
 +
<center>[[File:X70-10_4_1-70-(3)-09142019.png]]</center>
 +
<center>&lt;X70-10_4_1-70-(3)-09142019.png&gt;</center>
 +
 
 +
5) Go to the '''Percent Complete''' tab as shown above controlling the display of the '''Percent complete''' (%) bar on the selected task and the placement of the numeric text for '''Percent complete''' information:  
  
 
:a) The '''Show Percent Complete''' checkbox allows you to turn '''ON''' and '''OFF''' the display of '''Percent complete''' information for the selected task.
 
:a) The '''Show Percent Complete''' checkbox allows you to turn '''ON''' and '''OFF''' the display of '''Percent complete''' information for the selected task.
  
:b) When the '''Show Percent Complete''' checkbox is checked '''ON''', you have the option to display either the '''Percent Complete''' bar within the selected task or the '''Percent Complete''' numeric text or both by checking the appropriate checkboxes as illustrated below:
+
:b) When the '''Show Percent Complete''' checkbox is checked '''ON''', you have the option to display either the '''Percent Complete''' bar within the selected task or the '''Percent Complete numeric text''' or both by checking the appropriate checkboxes as illustrated above.
 +
 
 +
===Example===
 +
 
 +
:c) As an example, if all task shapes are globally set '''not''' to display '''percent-complete''', we can select a particular task shape with a right-click, navigate to the '''Percent-complete''' tab on the '''Change Task/Milestone Properties''' form, set the appropriate checkbox to display '''percent-complete text''' and position the '''percent-complete text''' into the boundaries of the task shape itself as shown below:
 +
 
 +
<center>[[File:X70-10_4_1-70-(4)-09142019.png]]</center>
 +
<center>&lt;X70-10_4_1-70-(4)-09142019.png&gt;</center>
 +
 
 +
:d) With the '''Show %Complete Label''' checkbox '''ON''', OnePager displays the numeric value of the '''Percent complete''' in a position you determine by selecting an option from the dropdown menu to the right of the '''Show %Complete Label''' checkbox.
  
<center>[[File:P52-10_3-(4)-06012015.png]]</center>
+
:e) When you click the '''OK''' button on the '''Change Task/Milestone Properties''' form, the '''edited''' task shape looks like this:
<center>&lt;P52-10_3-(4)-06012015.png&gt;</center>
+
  
:c) If you check the '''Show %Complete Label''' checkbox '''ON''', OnePager displays the numeric value of the '''Percent complete''' in a position you determine by selecting an option from the dropdown menu to the right of the '''Show %Complete Label''' checkbox as illustrated here:
+
<center>[[File:X70-10_4_1-70-(5)-09142019.png]]</center>
 +
<center>&lt;X70-10_4_1-70-(5)-09142019.png&gt;</center>
  
<center>[[File:P52-10_3-(5)-06012015.png]]</center>
+
6) Clicking the '''%Complete Font''' dropdown button accesses the standard '''Font properties''' form so you can '''edit''' the '''Font properties''' of the '''%Complete label''' and numeric text.
<center>&lt;P52-10_3-(5)-06012015.png&gt;</center>
+
  
:d) Clicking the '''%Complete Font''' dropdown button accesses the standard '''Font properties''' form which can be used to change the '''Font properties''' of the '''%Complete label''' and numeric text.
+
===Resetting Default Properties for Mavericked Task Shape===
  
:e) 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.
+
7) 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==
 
==Related Links==
  
[[Managing Working Hours and Non-Working Hours for OnePager Express for Version 7.0 | Managing Working Hours and Non-Working Hours for OnePager Express]] 22.5.4-70
+
[[Managing Working Hours and Non-Working Hours for OnePager Express for Version 7.0 | Managing Working Hours and Non-Working Hours for OnePager Express]]. 22.5.4-70
  
 
(10.4.1-70)
 
(10.4.1-70)

Revision as of 18:17, 14 September 2019

About Editing Percent Complete

1) Percent complete displays are driven by the Percent complete field data imported from the Microsoft Excel source plan.

a) The Microsoft Project %Complete field is the default.
b) You have the option to change the name of the Microsoft Excel field.

2) Not every task in a Microsoft Excel source plan has Percent complete data associated with it.

3) Percent complete data for milestones are usually either zero (0%) or totally (100%) complete.

4) When you want to display Percent complete information, it is essential that these data be properly represented in the associated Microsoft Excel source plan before the data are imported to OnePager Express (OPX).

Editing All Task Percent Complete Displays

Chart Properties Form - Task Bars Tab

1) All task Percent complete displays are edited without changing the settings in the current Template by using the following steps:

a) Click the Chart Properties button on the Home ribbon in the Settings group.
b) Next, navigate to either the Task Bars tab.
c) Ensure that the Percent complete checkbox is checked as shown below:
File:X70-10 4 1-70-(1)-09142019.png
<X70-10_4_1-70-(1)-09142019.png>

Set Percent-Complete Properties Form

d) Click the %Complete Properties button to access the Set percent-complete properties form shown here:
X70-10 4 1-70-(1A)-09142019.png
<X70-10_4_1-70-(1A)-09142019.png>

2) There are three checkbox controls in the Set percent-complete properties form:

a) The first is associated with the new feature in OnePager Pro 7.0 for Honoring non-working times when OnePager Pro 7.0 represents Percent complete when Non-Working Times are being considered in the chart.
b) For changing the properties of the percent complete bar and
c) To change the properties of the percent complete related text.

Honoring Non-Working Times

3) Checking the Honoring non-working times checkbox ON tells OnePager Pro 7.0 to consider the inclusion of Non-Working Times in the representation of %Complete in the chart.

4) For more information, please see the section at: Managing Working Hours and Non-Working Hours for OnePager Express - The Honor Non-Working Time Feature. 22.5.4-70

Show Percent-Complete Bars

5) Checking the Show percent-complete bars checkbox ON enables controls over the color of the percent complete bar displayed in the task and the height of the percent complete bar within the task bar as a percent of the total task (Gantt bar) height.

a) Clicking the %Complete color dropdown menu accesses the standard Color Chooser where you can set the specific color for the percent complete bar.
b) 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.
c) When selecting a percentage for the percent complete bar height, recall that task bars can vary in height through manual editing.
d) Therefore, applying this control to all task bars results in varying heights for the percent complete bar as well.

Show Percent-Complete Text

6) Checking the Show percent-complete text checkbox ON enables control for the percent complete text (numerical) associated with the task.

7) You can choose to display the percent complete bar only, the percent complete text only, or both using these two checkboxes.

8) When enabled, you have the following controls to edit the appearance of the percent complete information for all task bars:

a) The %Complete font controls respond exactly as other text font controls found elsewhere in OnePager.
b) Clicking the %Complete font dropdown menu button accesses the standard Set font properties form.
c) Similarly, the Label position dropdown menu button gives you access to the eleven (11) available positions to place the percent complete text.
d) Finally, the Separator dropdown menu button provides you with eight options for separating the percent complete text from the task bar label.

9) When the %Complete checkbox is checked ON and both the Show percent-complete bars and Show percent-complete text checkboxes are checked ON in the Set percent-complete properties form, the percent complete information for tasks looks like this:

File:X70-10 4 1-70-(2)-09142019.png
<X70-10_4_1-70-(2)-09142019.png>

Editing Individual Task Percent Complete Display

1) The default settings for displaying Percent complete information for individual task can be edited as follows:

Selecting Individual Task or Tasks

2) You can select the task shape by right-clicking on it to access the context menu with the Format… command or click the Format… button on the Home ribbon after selecting the desired tasks/milestones.

Accessing the Change Task/Milestone Properties Form

3) Using either method, click the Format... command to access the Change Task/Milestone Properties form.

4) Then, navigate to the Percent Complete tab in the Change Task/Milestone Properties form which looks like this:

File:X70-10 4 1-70-(3)-09142019.png
<X70-10_4_1-70-(3)-09142019.png>

5) Go to the Percent Complete tab as shown above controlling the display of the Percent complete (%) bar on the selected task and the placement of the numeric text for Percent complete information:

a) The Show Percent Complete checkbox allows you to turn ON and OFF the display of Percent complete information for the selected task.
b) When the Show Percent Complete checkbox is checked ON, you have the option to display either the Percent Complete bar within the selected task or the Percent Complete numeric text or both by checking the appropriate checkboxes as illustrated above.

Example

c) As an example, if all task shapes are globally set not to display percent-complete, we can select a particular task shape with a right-click, navigate to the Percent-complete tab on the Change Task/Milestone Properties form, set the appropriate checkbox to display percent-complete text and position the percent-complete text into the boundaries of the task shape itself as shown below:
File:X70-10 4 1-70-(4)-09142019.png
<X70-10_4_1-70-(4)-09142019.png>
d) With the Show %Complete Label checkbox ON, OnePager displays the numeric value of the Percent complete in a position you determine by selecting an option from the dropdown menu to the right of the Show %Complete Label checkbox.
e) When you click the OK button on the Change Task/Milestone Properties form, the edited task shape looks like this:
File:X70-10 4 1-70-(5)-09142019.png
<X70-10_4_1-70-(5)-09142019.png>

6) Clicking the %Complete Font dropdown button accesses the standard Font properties form so you can edit the Font properties of the %Complete label and numeric text.

Resetting Default Properties for Mavericked Task Shape

7) 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

Managing Working Hours and Non-Working Hours for OnePager Express. 22.5.4-70

(10.4.1-70)