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| − | =Using Gradients and Hash Fill Patterns for OnePager Version 7.1 (P71-0_4_3-71-08132021.docx)=
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| − | ==Overview==
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| − | OnePager version 7.1 is '''upgraded''' with the addition of twenty-six (26) new '''hash fill patterns''' for '''task bars''', '''milestone symbols''', '''baselines''',''' deadlines''', and''' endpoints'''. Additionally, these '''new hash fill patterns''' are available options when you configure '''Conditional Formatting Rules '''for '''task bars/milestone symbols''' and other uses.
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| − | The purpose of this article is to '''overview''' the '''upgraded gradient '''and '''hash fill pattern '''features and the controls available to use these features in the '''Chart Editor'''. Additionally, several examples of use are provided.
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| − | This article uses the '''Chart Properties''' form for most of its examples. For brevity, this article does not cover the features in the '''Template Properties '''form related to these version 7.1 '''upgrades''' because the controls in the '''Template Properties '''form are identical to those of the '''Chart Properties '''form.
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| − | ==Making Global Changes to Gradient and Hash Fill Patterns for Task Bars/Milestones==
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| − | In addition to the '''gradient fill patterns''' currently available for differentiating '''task bars/milestone symbols''', we added a set of twenty-six (26) '''hash fill patterns''' that can be used as described above.
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| − | ===Gradient Fill Pattern Controls===
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| − | The '''gradient fill patterns''' are shown below as an example at the '''Chart Properties''' form’s '''Task Bars''' tab’s '''Fill dropdown''' in the '''Default Task Bar Styles''' sub-section:
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| − | <center>[[File:P71-0_4-71-(2)-08092021.png]]</center>
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| − | <center>P71-0_4-71-(2)-08092021.png</center>
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| − | ===Hash Fill Pattern Controls===
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| − | When you click the '''Hash Patterns''' sub-tab shown above, the dropdown form containing all the available '''hash fill patterns '''appears as shown here:
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| − | <center>[[File:P71-0_4-71-(2A)-08092021.png]]</center>
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| − | <center>P71-0_4-71-(2A)-08092021.png</center>
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| − | For a complete list of '''gradient''' and '''hash fill patterns''', please see the article at: [[Glossary of Gradient and Hash Fill Patterns for Version 7.1 | Glossary of Gradient and Hash Fill Patterns]] 29.2.1-71.
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| − | ===Examples of Gradient Fill Patterns and Hash Fill Patterns===
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| − | Using the '''Chart Properties '''form’s '''Task Bars''' tab and the '''chart''' shown below, you can change the '''gradient fill pattern '''for all task bars/milestone symbols:
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| − | <center>[[File:P71-0_4_3-71-(1)-08102021.png]]</center>
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| − | <center>P71-0_4_3-71-(1)-08102021.png</center>
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| − | When you click the '''OK '''button, the '''selected gradient fill pattern''' is applied to all task bars as shown below:
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| − | <center>[[File:P71-0_4_3-71-(2)-08102021.png]]</center>
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| − | <center>P71-0_4_3-71-(2)-08102021.png</center>
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| − | In a similar way, starting with the original chart, all the task bars can have their '''fill patterns''' changed to a specific '''hash fill pattern''' as shown in the sequence below:
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| − | <center>[[File:P71-0_4_3-71-(3)-08102021.png]]</center>
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| − | <center>P71-0_4_3-71-(3)-08102021.png</center>
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| − | When you click the '''OK '''button, the '''selected hash fill pattern''' is applied to all task bars as shown below:
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| − | <center>[[File:P71-0_4_3-71-(4)-08102021.png]]</center>
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| − | <center>P71-0_4_3-71-(4)-08102021.png</center>
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| − | ==Making Gradient and Hash Fill Patterns Changes to Individual Task Bars/Milestone Symbols==
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| − | '''Gradient fill patterns''' and '''hash fill patterns''' can also be applied to '''individually selected''' task bars/milestones symbols using the '''Change Task/Milestone Properties''' form. If you '''select''' a task bar as shown in the illustration below by right-clicking on the task bar and then clicking the '''Format '''command in the '''right-click context menu''', you can access the '''Change Task/Milestone Properties '''form at its '''Format '''tab:
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| − | <center>[[File:P71-0_4_3-71-(5)-08102021.png]]</center>
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| − | <center>P71-0_4_3-71-(5)-08102021.png</center>
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| − | When you click the '''OK '''button on the '''Change Task/Milestone Properties''' form, the change is applied to the chart as shown here:
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| − | <center>[[File:P71-0_4_3-71-(6)-08102021.png]]</center>
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| − | <center>P71-0_4_3-71-(6)-08102021.png</center>
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| − | You can use this same technique with the '''Change Task/Milestone Properties '''form’s '''Format '''tab to apply different '''hash fill patterns''' to individual task bars/milestone symbols.
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| − | ==Making Global Changes to Gradient and Hash Fill Patterns for Task Bar/Milestone Symbol Decorations==
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| − | In addition to now being able to apply '''gradient fill patterns''' and '''hash fill patterns '''to task bars/milestone symbols, you can also apply these new features to '''baseline''', '''deadline''', and the '''four endpoint decorations'''.
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| − | Complete information on task bar/milestone '''decorations''' can be found in the article at: [[Modifying Decorations on Tasks/Milestones for Version 7.1 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] 10.0.1-71.
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| − | The controls for these '''task bar/milestone symbol decoration '''features are discussed below with specific examples.
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| − | ===Baseline Decorations===
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| − | To apply these features to '''baseline decorations '''you need to first access the '''Chart Properties '''form at the '''Task Bars''' or '''Milestones '''tabs. At the '''Task Bars '''or '''Milestones '''tab, navigate to the '''Task Bars Decorations''' section of the form and check the '''Baseline Properties '''checkbox '''ON'''. Then click the '''Baselines Properties '''button to access the '''Set baseline properties '''form as shown in the illustration below:
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| − | <center>[[File:P71-0_4_3-71-(7-1)-08102021.png]]</center>
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| − | <center>P71-0_4_3-71-(7-1)-08102021.png</center>
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| − | When the '''baseline shape '''and '''hash fill pattern''' changes shown above are applied to the chart, the chart looks like this:
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| − | <center>[[File:P71-0_4_3-71-(7A)-08102021.png]]</center>
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| − | <center>P71-0_4_3-71-(7A)-08102021.png</center>
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| − | The '''baseline shape''' was changed to highlight the '''baseline decoration''' in the chart above.
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| − | ===Deadline Decorations===
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| − | To apply these features to '''deadline decorations '''you need to first access the '''Chart Properties '''form at the '''Task Bars''' or '''Milestones '''tabs. At the '''Task Bars '''or '''Milestones '''tab, navigate to the '''Task Bars Decorations''' section of the form and check the '''Deadline Properties '''checkbox '''ON'''. Then click the '''Deadline Properties… '''button to access the '''Set deadline properties '''form as shown in the illustration below:
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| − | <center>[[File:P71-0_4_3-71-(8)-08102021.png]]</center>
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| − | <center>P71-0_4_3-71-(8)-08102021.png</center>
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| − | When the '''gradient fill pattern''' change shown above id applied to the chart, the chart looks like this:
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| − | <center>[[File:P71-0_4_3-71-(8A)-08102021.png]]</center>
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| − | <center>P71-0_4_3-71-(8A)-08102021.png</center>
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| − | ===Endpoint Decorations===
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| − | To apply these features to '''endpoint decorations '''you need to first access the '''Chart Properties '''form at the '''Task Bars''' or '''Milestones '''tabs. At the '''Task Bars '''or '''Milestones '''tab, navigate to the '''Task Bars Decorations''' section of the form and check the '''Endpoint Properties '''checkbox '''ON'''. Then click the '''Endpoint Properties… '''button to access the '''Set endpoint properties '''form as shown in the illustration below:
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| − | <center>[[File:P71-0_4_3-71-(9-1)-08102021.png]]</center>
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| − | <center>P71-0_4_3-71-(9-1)-08102021.png</center>
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| − | In the actions taken above, '''Endpoint 1''' is modified to have a '''star shape''' and a specific '''hash fill pattern'''. To further illustrate '''endpoints''', '''Endpoint 2''' is also '''edited''' to give it a different '''shape''' and '''hash fill pattern'''. The '''edits '''made to the '''Set endpoint properties''' form for '''Endpoint 2 '''are shown below:
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| − | <center>[[File:P71-0_4_3-71-(9A)-08102021.png]]</center>
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| − | <center>P71-0_4_3-71-(9A)-08102021.png</center>
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| − | When the '''endpoint shapes '''and '''hash fill patterns''' changes shown in the two illustrations above are applied to the chart, the chart looks like this:
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| − | <center>[[File:P71-0_4_3-71-(9B)-08102021.png]]</center>
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| − | <center>P71-0_4_3-71-(9B)-08102021.png</center>
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| − | ===Using the Background and Foreground Color Controls for Hash Fill Patterns===
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| − | ====Background Color for Hash Fill Patterns====
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| − | When you add a '''hash fill pattern '''to a '''task bar/milestone symbol''', '''deadline''', or '''endpoint''', the '''hash fill pattern '''itself takes on the '''color''' or '''colors''' of the '''task bar/milestone symbol''', '''deadline''', or '''endpoint'''. The space between the '''hash fill pattern''' and the '''background''' within these '''shapes '''becomes '''white''' as shown below with two task bars containing two different '''hash fill patterns''':
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| − | <center>[[File:P71-0_4_3-71-(9C)-08122021.png]]</center>
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| − | <center>P71-0_4_3-71-(9C)-08122021.png</center>
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| − | You have the option to change the '''background color''' of '''task bar/milestone symbols''', '''deadlines''', and '''endpoint symbols''' to make the '''hash fill pattern''' more prominent in the chart. For example, if you want to '''maverick '''the '''background color''' of the '''ADONIS Subcontractor Selection''' task bar which is shown in the illustration above as '''blue''' with a '''white background''', you can access the '''Change Task/Milestone Properties '''form at the '''Format''' tab for this task bar and navigate to the '''Background '''control as shown here:
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| − | <center>[[File:P71-0_4_3-71-(9D)-08122021.png]]</center>
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| − | <center>P71-0_4_3-71-(9D)-08122021.png</center>
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| − | At the point in the illustration above, the '''Background control''' is '''enabled'''. Clicking on the dropdown button accesses the standard OnePager '''Color Chooser '''form''' '''in which you can select a specific '''color''' for the '''background''' inside the selected task bar while leaving the '''hash fill pattern''' the '''original color''' (i.e., the '''foreground color'''). In the illustrations below, the standard OnePager '''Color Chooser''' form is accessed and the '''color yellow''' is selected for the '''background color'''.
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| − | <center>'''Access the Standard OnePager Color Chooser'''</center>
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| − | <center>[[File:P71-0_4_3-71-(9E)-08122021.png]]</center>
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| − | <center>P71-0_4_3-71-(9E)-08122021.png</center>
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| − | When you make the '''color selection''' and close the '''Change Task/Milestone Properties '''form, the selected task bar looks like this:
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| − | <center>'''Selected Task Bar’s Background Color Changed to Yellow'''</center>
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| − | <center>[[File:P71-0_4_3-71-(9F)-08122021.png]]</center>
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| − | <center>P71-0_4_3-71-(9F)-08122021.png</center>
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| − | This same procedure can be used to enhance and differentiate '''deadline symbols''' and '''endpoint symbols''' from their respective task bar/milestone symbols when needed to assure that these symbols stand out in the chart.
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| − | ====Foreground Color for Hash Fill Patterns====
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| − | In the context of '''gradients fill patterns''' and '''hash fill patterns''' the '''foreground color''' is set to the '''color''' of the task bar/milestone symbol to which the decorations belong. You have the option to change the foreground color of task bars/milestone symbols, '''baselines''', '''deadline''', and '''endpoints''' globally using the '''decoration controls''' in the '''Template Properties '''form and the '''Chart Properties '''form. You can also '''maverick''' the '''foreground color''' of selected task bars/milestone symbols using the '''Change Task/Milestone Properties''' form at the '''Format '''tab. There are no controls in the '''Change Task/Milestone Properties '''form for '''mavericking''' the '''foreground color''' for '''baselines''', '''deadlines''', or '''endpoints'''.
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| − | ===Making Gradient and Hash Fill Patterns Changes to Individual Task Bar/Milestone Symbol Decorations===
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| − | '''Decorations '''for task bars and milestone symbols are applied '''globally'''. Although task bar/milestone symbol '''properties''' can be '''edited''' individually by '''manually selecting''' a task bar or milestone symbol and using the '''Change Task/Milestone Properties '''form’s '''Format '''tab to '''edit''' their '''properties''', it is not possible to '''edit''' the '''shape''', '''gradient fill pattern''', or '''hash fill pattern''' of individual '''baseline''', '''deadline''', or '''endpoint decorations'''. OnePager is configured such that all task bar/milestone symbol '''decorations '''take on '''global properties'''.
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| − | ==Hash and Gradient Fill Patterns and the Chart Legend==
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| − | OnePager updates '''Legend items''' in the '''Legend''' whenever a change is made to the '''hash''' or '''gradient fill pattern''' of task bars/milestone symbols '''globally''' or '''individually'''. This is illustrated using the starting chart shown below:
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| − | <center>[[File:P71-0_4_3-71-(9G)-08122021.png]]</center>
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| − | <center>P71-0_4_3-71-(9G)-08122021.png</center>
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| − | ===Allowing Milestone Symbols to Appear in the Legend===
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| − | Most OnePager users do not want to have milestone symbols appear in the '''Legend''' especially when the milestone symbols represent the same '''legend category''' as task bars. If you want milestone symbols to appear in your '''Legend''' as '''legend items''' you need to turn off the '''Do not duplicate task/milestones''' checkbox in the '''Template Properties '''form and/or '''Chart Properties '''form at the '''Legend''' tab as shown below for the '''Chart Properties''' form:
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| − | <center>[[File:P71-0_4_3-71-(9K)-08132021.png]]</center>
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| − | <center>P71-0_4_3-71-(9K)-08132021.png</center>
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| − | For more information on the use of the '''Do not duplicate tasks/milestones''', please see the sub-section in the article at: [[Legend Editing Controls for OnePager for Version 7.1#Controlling Duplication of Legend Items | Legend Editing Controls for OnePager - Controlling Duplication of Legend Items]] 15.3.1-71
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| − | For the purpose of the examples and illustrations that follow, the '''Do not duplicate tasks/milestone''' checkbox is checked '''ON''' so only task bars are shown as '''legend items'''.
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| − | ===Global Changes to All Task Bars/Milestone Symbols===
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| − | Making a '''global''' change to the '''hash fill pattern''' for all task bars/milestone symbols updates the entire '''Legend''' as shown below:
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| − | <center>[[File:P71-0_4_3-71-(9H)-08122021.png]]</center>
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| − | <center>P71-0_4_3-71-(9H)-08122021.png</center>
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| − | In the illustration above, all task bars/milestone symbols have their '''fill pattern '''changed to the '''Checkerboard (Large) hash fill pattern'''. When the change is made, the task bars/milestone symbols reflect the change in the '''graph''' and the '''Legend '''is updated to reflect the '''global''' change.
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| − | ===Changing to a Hash Fill Pattern for an Individual Task Bar/Milestone Symbol===
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| − | In a similar way the '''Legend '''is also updated if an individual task bar/milestone symbol is '''mavericked''' to a '''hash fill pattern''' as in the example below starting for the original OnePager chart:
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| − | <center>[[File:P71-0_4_3-71-(9I)-08122021.png]]</center>
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| − | <center>P71-0_4_3-71-(9I)-08122021.png</center>
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| − | After accessing the '''Change Task/Milestone Properties''' form for the selected task bar, the '''fill pattern''' is changed to the '''Checkerboard (Large) hash fill pattern'''. Making this change adds a new '''Legend Item '''to the '''Legend''' showing the '''mavericked''' task bar’s new '''hash fill pattern.'''
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| − | ===Making Global and Individual Gradient Fill Pattern Changes in the Chart===
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| − | OnePager updates the '''Legend''' as described in the two sub-sections above when both '''global''' and '''individual gradient fill pattern''' changes are made to all or individual task bars in the chart as shown below for a '''global '''change:
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| − | <center>[[File:P71-0_4_3-71-(9J)-08122021.png]]</center>
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| − | <center>P71-0_4_3-71-(9J)-08122021.png</center>
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| − | As with the example above for '''global hash fill pattern''' changes, changing the '''gradient fill pattern '''updates all items in the '''Legend'''. Changes made to individual task bar '''gradient fill patterns''' are also reflected in the '''Legend '''with the addition of a new '''Legend item'''.
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| − | For more information on '''Legends''', please see the articles at: [[The Chart Legend for Version 7.1 (Portal) | The Chart Legend (Portal)]] 15.0.1-71.
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| − | ==Using Gradient and Hash Fill Patterns in Conditional Formatting Rules – An Example==
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| − | '''Conditional Formatting Rules''' allow you to dynamically change the '''shape''', '''color''', '''fill pattern''', '''background color''', and other properties of task bars/milestone symbols''' '''based upon a '''rule''' or '''set of rules''' driven by data OnePager '''imports''' from your '''source plan'''. In version 7.1 the enhancement for '''gradients '''and '''hash fill patterns '''is extended to '''conditional formatting rules'''.
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| − | Before proceeding further, if you need to refresh your knowledge of '''Conditional Formatting Rules''', please see the articles at: [[Conditional Formatting for Version 7.1 (Portal) | Conditional Formatting (Portal)]] 11.0.1-71.
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| − | ===Example – Starting Chart Configuration===
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| − | To illustrate the use of the new '''gradient '''and '''hash fill patterns''', suppose you are starting off with the chart shown below that consists of a project plan using five (5) different resources where OnePager has created the chart using different colors to represent different '''resources'''. When this is done, the '''Legend''' reflects the '''resources''' and the '''colors '''OnePager assigned. The chart looks like this:
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| − | <center>[[File:P71-0_4_3-71-(10)-08112021.png]]</center>
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| − | <center>P71-0_4_3-71-(10)-08112021.png</center>
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| − | ===Example – Adding Conditional Formatting Rules to Highlight an Issue===
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| − | Now suppose there is an issue with '''Team 1''' and '''Team 2''' and you want the chart you plan to use for this '''schedule conversation''' to have the tasks that are the responsibility of '''Team 1''' and '''Team 2''' to stand out clearly. This can be done by adding '''conditional formatting rules''' that apply different '''hash fill patterns''' to the task bars involved. Using the '''Conditional Formatting Rules''' form shown below, you can configure '''rules''' for '''Team 1''' and '''Team 2''':
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| − | <center>'''Creating of Conditional Formatting Rule for Team 1'''</center>
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| − | <center>[[File:P71-0_4_3-71-(11)-08112021.png]]</center>
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| − | <center>P71-0_4_3-71-(11)-08112021.png</center>
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| − | <center>'''Creating of Conditional Formatting Rule for Team 2'''</center>
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| − | <center>[[File:P71-0_4_3-71-(12)-08112021.png]]</center>
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| − | <center>P71-0_4_3-71-(12)-08112021.png</center>
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| − | ===Example – Chart with Highlighted Task Bars Using Hash Fill Patterns===
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| − | Applying these two '''Conditional Formatting Rules '''to the chart, the chart looks like this:
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| − | <center>[[File:P71-0_4_3-71-(13)-08112021.png]]</center>
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| − | <center>P71-0_4_3-71-(13)-08112021.png</center>
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| − | '''Conditional Formatting Rules''' can be formulated before the chart is created by adding the '''rules '''to the '''Conditional Formatting Rules''' form in the current '''Template Properties '''form.
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| − | ==Related Links==
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| − | [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.1 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] 9.2.1-71
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| − | [[Modifying Decorations on Tasks/Milestones for Version 7.1 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] 10.0.1-71
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| − | [[Conditional Formatting for Version 7.1 (Portal) | Conditional Formatting (Portal)]] 11.0.1-71
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| − | [[The Chart Legend for Version 7.1 (Portal) | The Chart Legend (Portal)]] 15.0.1-71
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| − | [[Glossary of Gradient and Hash Fill Patterns for Version 7.1 | Glossary of Gradient and Hash Fill Patterns]] 29.2.1-71
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| − | (0.4.3-71)
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| − | [[Category:Version 7.1]]
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| − | [[Category:Gradient Fill Patterns]]
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| − | [[Category:Hash Fill Patterns]]
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| − | [[Category:Charts]]
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| − | [[Category:Template Properties Form]]
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| − | [[Category:Chart Properties Form]]
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| − | [[Category:Conditional Formatting]]
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| − | [[Category:Editing a Chart]]
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| − | [[Category:Task/Milestone Editing]]
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| − | [[Category:OnePager Pro]]
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| − | [[Category:OnePager Express]]
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| − | [[Category:OnePager 360]]
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