Difference between revisions of "Percent complete for Version 7.0 (OnePager Express)"
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==About Editing Percent Complete== | ==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'''). | |
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==Editing All Task Percent Complete Displays== | ==Editing All Task Percent Complete Displays== | ||
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===Chart Properties Form - Task Bars Tab=== | ===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: | |
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<center>[[File:X70-10_4_1-70-(1-1)-09222020.png]]</center> | <center>[[File:X70-10_4_1-70-(1-1)-09222020.png]]</center> | ||
| − | <center><X70-10_4_1-70-(1-1)-09222020.png></center> | + | <!--<center><X70-10_4_1-70-(1-1)-09222020.png></center>--> |
===Set Percent-Complete Properties Form=== | ===Set Percent-Complete Properties Form=== | ||
| − | + | 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>[[File:X70-10_4_1-70-(1A)-09142019.png]]</center> | ||
| − | <center><X70-10_4_1-70-(1A)-09142019.png></center> | + | <!--<center><X70-10_4_1-70-(1A)-09142019.png></center>--> |
| − | + | 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. |
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====Honoring Non-Working Times==== | ====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 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==== | ====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. | |
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====Show Percent-Complete Text==== | ====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: | |
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<center>[[File:X70-10_4_1-70-(2-1)-09092020.png]]</center> | <center>[[File:X70-10_4_1-70-(2-1)-09092020.png]]</center> | ||
| − | <center><X70-10_4_1-70-(2-1)-09092020.png></center> | + | <!--<center><X70-10_4_1-70-(2-1)-09092020.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 can be '''edited''' as follows: | |
===Selecting Individual Task or Tasks=== | ===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=== | ===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: | |
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<center>[[File:X70-10_4_1-70-(3-1)-09092020.png]]</center> | <center>[[File:X70-10_4_1-70-(3-1)-09092020.png]]</center> | ||
| − | <center><X70-10_4_1-70-(3-1)-09092020.png></center> | + | <!--<center><X70-10_4_1-70-(3-1)-09092020.png></center>--> |
| − | + | 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. | |
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===Example=== | ===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: | |
<center>[[File:X70-10_4_1-70-(4-1)-09092020.png]]</center> | <center>[[File:X70-10_4_1-70-(4-1)-09092020.png]]</center> | ||
| − | <center><X70-10_4_1-70-(4-1)-09092020.png></center> | + | <!--<center><X70-10_4_1-70-(4-1)-09092020.png></center>--> |
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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:X70-10_4_1-70-(5-1)-09092020.png]]</center> | <center>[[File:X70-10_4_1-70-(5-1)-09092020.png]]</center> | ||
| − | <center><X70-10_4_1-70-(5-1)-09092020.png></center> | + | <!--<center><X70-10_4_1-70-(5-1)-09092020.png></center>--> |
| − | + | 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=== | ===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== | ==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]] | + | [[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) | ||
Latest revision as of 21:15, 12 January 2021
Contents
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:
-09222020.png)
Set Percent-Complete Properties Form
Click the %Complete Properties button to access the Set percent-complete properties form shown here:
-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:
-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:
-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:
-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:
-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)
