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

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(Created page with "==About Modifying Percent Complete== 1) '''Percent complete''' displays are driven by your designated '''Percent complete''' field data imported from the Microsoft Excel '''s...")
 
 
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==About Modifying Percent Complete==
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==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.
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'''Percent complete''' displays are driven by the '''Percent complete''' field data imported from the Microsoft Excel '''source plan'''.   Any number field ranging from 0-100 in your Excel file can be used for percent complete.  
  
2) Not every task in a Microsoft Excel '''source plan''' has '''Percent complete''' data associated with it.
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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''').
  
3) '''Percent complete''' data for milestones are usually either zero (0%) or totally (100%) complete. 
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==Editing All Task Percent Complete Displays==
  
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''').
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===Chart Properties Form - Task Bars Tab===
  
==Modifying All Task Percent Complete Displays== 
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All '''Percent complete''' displays are '''edited''' without changing the settings in the current '''Template''' by clicking on the '''Chart Properties''' button on the '''Home''' ribbon in the '''Settings''' group. Next, navigate to either the '''Task Bars''' tab and ensure that the '''Percent complete''' checkbox is checked '''ON''' as shown below:
  
1) All task '''Percent complete''' displays are modified without changing the settings in the current '''Template''' by using the following steps:
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<center>[[File:X70-10_4_1-70-(1-1)-09222020.png]]</center>
 +
<!--<center>&lt;X70-10_4_1-70-(1-1)-09222020.png&gt;</center>-->
  
:a) Click the Project-View Properties ('''PVP''') button on the '''Home''' ribbon in the '''Settings''' group.
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===Set Percent-Complete Properties Form===
  
:b) Next, navigate to either the '''Task Bars''' tab.
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Click the '''%Complete Properties''' button to access the '''Set percent-complete properties form''' shown here:
  
:c) Ensure that the '''Percent complete''' checkbox is checked and then click the '''%Complete Properties''' button as shown below:
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<center>[[File:X70-10_4_1-70-(1A)-09142019.png]]</center>
 +
<!--<center>&lt;X70-10_4_1-70-(1A)-09142019.png&gt;</center>-->
  
<center>[[File:X61-10_4_1-61-(1)-11132018.png]]</center>
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There are three checkbox controls in the '''Set percent-complete properties''' form:  
<center>&lt;X61-10_4_1-61-(1)-11132018.png&gt;</center>
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2) There are three checkbox controls in the '''Set percent-complete properties''' form:  
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:* The first is associated with the new feature in OnePager Express version 7.0 for '''Honoring non-working times''' when OnePager Express version 7.0 represents '''Percent complete''' when '''Non-Working Times''' are being considered in the chart.
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:* For changing the properties of the '''percent complete bar''' and
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:* To change the properties of the '''percent complete''' related text.
  
: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 project view.
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====Honoring Non-Working Times====
  
:b) For changing the properties of the '''percent complete bar''' and
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Checking the '''Honoring non-working times''' checkbox '''On''' tells OnePager Express version 7.0 to consider the inclusion of '''Non-Working Times''' in the representation of '''%Complete''' in the chart. 
  
:c) To change the properties of the '''percent complete''' related text.
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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 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-->
  
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 project view.  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
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====Show Percent-Complete Bars====
  
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'''.
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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'''. Clicking the '''%Complete color''' dropdown menu accesses the standard '''Color Chooser''' 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.
  
: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'''.
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====Show Percent-Complete Text====
  
: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'''.
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Checking the '''Show percent-complete text''' checkbox '''On 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 '''edit''' the appearance of the '''percent complete''' information for '''all''' task bars:
  
: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.
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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. Similarly, the '''Label position''' dropdown menu button gives you access to the '''eleven (11) available positions''' to place the '''percent complete text'''.
  
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:
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Finally, the '''Separator''' dropdown menu button provides you with '''eight''' options for '''separating''' the '''percent complete text''' from the task bar '''label'''. 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:
  
: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.
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<center>[[File:X70-10_4_1-70-(2-1)-09092020.png]]</center>
 +
<!--<center><X70-10_4_1-70-(2-1)-09092020.png></center>-->
  
:b) Similarly, the '''Label position''' dropdown menu button gives you access to the '''eight available positions''' to place the '''percent complete text'''.
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==Editing Individual Task Percent Complete Display==
  
:c) Finally, the '''Separator''' dropdown menu button provides you with '''eight''' options for separating the '''percent complete text''' from the task bar '''label'''.
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The default settings for displaying '''Percent complete''' information for individual task can be '''edited''' as follows:
  
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:
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===Selecting Individual Task or Tasks===
  
<center>[[File:P52-10_3-(2)-06012015.png]]</center>
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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.
<center>&lt;P52-10_3-(2)-06012015.png&gt;</center>
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==Modifying Individual Task Percent Complete Display==  
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===Accessing the Change Task/Milestone Properties Form===
  
The default settings for displaying '''Percent complete''' information for individual task can be modified by using the following steps:
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Using either 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:
  
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.
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<center>[[File:X70-10_4_1-70-(3-1)-09092020.png]]</center>
 +
<!--<center><X70-10_4_1-70-(3-1)-09092020.png></center>-->
  
2) Either way, click the '''Format...''' command to access the '''Change Marker Properties''' form. Then, select the '''Percent Complete''' tab in the '''Change Marker Properties''' form which looks like this:
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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. The '''Show Percent Complete''' checkbox allows you to turn '''On''' and '''Off''' the display of '''Percent complete''' information for the selected task. 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.
  
<center>[[File:X61-10_4_1-61-(2)-11132018.png]]</center>
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===Example===
<center>&lt;X61-10_4_1-61-(2)-11132018.png&gt;</center>
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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:  
+
As an example, if all task shapes are globally set '''not''' to display '''percent-complete''', (1) we can select a particular task shape with a right-click, (2) navigate to the '''Percent-complete''' tab on the '''Change Task/Milestone Properties''' form, (3) set the appropriate checkbox to display '''percent-complete text''', and (4) position the '''percent-complete text''' into the boundaries of the task shape itself as shown below:
  
:a) The '''Show Percent Complete''' checkbox allows you to turn '''ON''' and '''OFF''' the display of '''Percent complete''' information for the selected task.
+
<center>[[File:X70-10_4_1-70-(4-1)-09092020.png]]</center>
 +
<!--<center><X70-10_4_1-70-(4-1)-09092020.png></center>-->
  
: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:
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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. When you click the '''OK''' button on the '''Change Task/Milestone Properties''' form, the '''edited''' task shape looks like this:
  
<center>[[File:P52-10_3-(4)-06012015.png]]</center>
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<center>[[File:X70-10_4_1-70-(5-1)-09092020.png]]</center>
<center>&lt;P52-10_3-(4)-06012015.png&gt;</center>
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<!--<center><X70-10_4_1-70-(5-1)-09092020.png></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:
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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>[[File:P52-10_3-(5)-06012015.png]]</center>
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===Resetting Default Properties for Mavericked Task Shape===
<center>&lt;P52-10_3-(5)-06012015.png&gt;</center>
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: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.
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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.
 
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: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.
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==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
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[[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)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
[[Category:Project Views]]
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[[Category:Charts]]
[[Category:Project-View Properties Form]]
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[[Category:Chart Properties Form]]
[[Category:Editing a Project View]]
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[[Category:Editing the Chart]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Decorations]]
 
[[Category:Task/Milestone Decorations]]

Latest revision as of 21:15, 12 January 2021

About Editing Percent Complete

Percent complete displays are driven by the Percent complete field data imported from the Microsoft Excel source plan. Any number field ranging from 0-100 in your Excel file can be used for percent complete.

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

All Percent complete displays are edited without changing the settings in the current Template by clicking on the Chart Properties button on the Home ribbon in the Settings group. Next, navigate to either the Task Bars tab and ensure that the Percent complete checkbox is checked ON as shown below:

X70-10 4 1-70-(1-1)-09222020.png

Set Percent-Complete Properties Form

Click the %Complete Properties button to access the Set percent-complete properties form shown here:

X70-10 4 1-70-(1A)-09142019.png

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

  • The first is associated with the new feature in OnePager Express version 7.0 for Honoring non-working times when OnePager Express version 7.0 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 related text.

Honoring Non-Working Times

Checking the Honoring non-working times checkbox On tells OnePager Express version 7.0 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 Express - The Honor Non-Working Time Feature

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 and the height of the percent complete bar within the task bar as a percent of the total task (Gantt bar) height. Clicking the %Complete color dropdown menu accesses the standard Color Chooser 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. 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 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 eleven (11) available positions to place the percent complete text.

Finally, the Separator dropdown menu button provides you with eight options for separating the percent complete text from the task bar label. 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:

X70-10 4 1-70-(2-1)-09092020.png

Editing Individual Task Percent Complete Display

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

Selecting Individual Task or Tasks

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

Using either 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:

X70-10 4 1-70-(3-1)-09092020.png

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. The Show Percent Complete checkbox allows you to turn On and Off the display of Percent complete information for the selected task. 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

As an example, if all task shapes are globally set not to display percent-complete, (1) we can select a particular task shape with a right-click, (2) navigate to the Percent-complete tab on the Change Task/Milestone Properties form, (3) set the appropriate checkbox to display percent-complete text, and (4) position the percent-complete text into the boundaries of the task shape itself as shown below:

X70-10 4 1-70-(4-1)-09092020.png

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. When you click the OK button on the Change Task/Milestone Properties form, the edited task shape looks like this:

X70-10 4 1-70-(5-1)-09092020.png

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

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

(10.4.1-70)