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| − | ==Introduction to the Date Label Feature in OnePager==
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| − | This article describes OnePager’s '''Date Label''' feature. The article covers the '''Add-in''' and '''Standalone''' editions of OnePager Pro, OnePager Express, and OnePager 360. Illustrations used in this article are from OnePager Pro but the feature's function, controls, and manual edits apply equally to OnePager Express and OnePager 360.
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| − | ==About Date Labels==
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| − | '''Date label''' displays are driven by the '''start and finish date''' data '''imported''' from the Microsoft Project '''source plan'''. Every task in a Microsoft Project '''source plan''' has a designated '''start and finish date'''. A milestone's '''start and finish dates''' in the '''source plan''' are usually the same. You can choose to use '''date labels''' for task bars, milestone symbols, or both.
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| − | ==Using the Chart Properties Form to Edit Date Labels==
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| − | '''All''' task bar and milestone symbol '''date labels''' can be '''edited''' without changing the settings in the current '''Template Properties''' form as follows. Click the '''Chart Properties''' button on the '''Home''' ribbon tool bar tab in the '''Settings''' control group as shown here:
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| − | <center>[[File:P70-10_1_1-(1)-06012020.png]]</center>
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| − | <!--<center>P70-10_1_1-(1)-06012020.png</center>-->
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| − | Clicking the '''Chart Properties''' button accesses the '''Chart Properties''' form. Next, navigate to either the '''Task Bars''' or '''Milestones''' tab as appropriate. On the '''Task Bars''' tab, as shown below, ensure that the '''Date Labels''' checkbox is checked '''ON''':
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| − | <center>[[File:P70-10_1_1-(2)-06012020.png]]</center>
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| − | <!--<center>P70-10_1_1-(2)-06012020.png</center>-->
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| − | Clicking the '''Date Label Properties...''' button to the right of the '''Date Labels''' checkbox accesses the '''Set Date Label Properties''' form as shown here:
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| − | <center>[[File:P70-10_1_1-(3)-06012020.png]]</center>
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| − | <!--<center>P70-10_1_1-(3)-06012020.png</center>-->
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| − | There are eight (8) controls in the form above. All actions are consistent with identical controls found elsewhere in OnePager Pro ('''OPP''').
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| − | ===Date Label Font===
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| − | This control causes the '''Font properties''' form shown below to appear when the dropdown button is clicked.
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| − | <center>[[File:P70-10_1_1-(4)-06012020.png]]</center>
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| − | <!--<center>P70-10_1_1-(4)-06012020.png</center>-->
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| − | Within this form are controls for '''date label font style''', '''color''' and '''size'''. Additionally, you can set the '''date label''' to '''Bold''', ''Italic'', or [[Underline]].
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| − | ===Show (Start/Finish) and Position Date Label===
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| − | The two checkboxes, '''Show start date''' and '''Show finish date''', control the display of these two dates, respectively. When checked '''ON''', you have the option of selecting the '''position of the date labels''' individually or together:
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| − | <center>[[File:P70-10_1_1-(5)-06012020.png]]</center>
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| − | <!--<center>P70-10_1_1-(5)-06012020.png</center>-->
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| − | The '''Start field''' and '''Finish field''' are dropdown lists of all '''date type fields imported''' from your '''source plan''' giving you the options to select a different '''start date field''' or '''finish date field''' for use in the chart. A '''Start field''' dropdown list example is shown below:
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| − | <center>[[File:P70-10_1_1-(6)-06012020.png]]</center>
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| − | <!--<center>P70-10_1_1-(6)-06012020.png</center>-->
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| − | The combination of '''task label''' display and '''date label''' display for '''all''' task bar/milestone symbols can cause a crowded appearance around the task bar /milestone symbol. Use the '''date label positioning''' controls to achieve the appearance desired in combination with '''task bar name labels'''.
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| − | ===Date Formats===
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| − | OnePager provides a great many options for the selection of '''date formats''' for task bars/milestone symbols. For consistency, the available formats for task bars/milestone symbol's '''date formats''' are the same as for '''date formats''' used for the '''time axis''' in the chart. A sample of '''date formats''' are shown below:
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| − | <center>[[File:P70-10_1_1-(7)-06012020.png]]</center>
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| − | <!--<center>P70-10_1_1-(7)-06012020.png</center>-->
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| − | ===Separator===
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| − | The '''separators''' are pairs of '''symbols''' that help differentiate the '''date label''' from other nearby text (e.g., '''task bar name labels''' or '''percent complete'''). There are several '''separator''' options to select from as shown below:
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| − | <center>[[File:P70-10_1_1-(8)-06012020.png]]</center>
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| − | <!--<center>P70-10_1_1-(8)-06012020.png</center>-->
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| − | ===Use Fiscal Year===
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| − | The '''Use fiscal year''' checkbox is an instruction, if checked '''ON''', to OnePager to show the displayed '''date label''' in the '''fiscal year''' format for the chart’s '''time axis'''. OnePager takes the action only if the '''time axis''' for the chart is, indeed, displaying the '''time axis''' in a '''fiscal year''' format. Make sure that the '''time axis''' is in '''fiscal''' mode to assure that '''date labels''' displayed are consistent.
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| − | For more information on the '''Time Axis Fiscal Year Mode''', please see the article at: [[Using Fiscal Years and Weeks for OnePager Pro for Version 7.0 | Using Fiscal Years and Weeks for OnePager Pro]] <!--22.2.1-70-->
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| − | ===Sample Start and Finish Date Labels in the Chart===
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| − | When the '''Date Labels''' checkbox is checked '''ON''' and both the '''Show start date''' and '''Show finish date''' checkboxes are checked '''ON''' in the '''Set date label properties''' form, the '''date labels''' looks like this:
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| − | <center>[[File:P70-10_1_1-(9)-06012020.png]]</center>
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| − | <!--<center>P70-10_1_1-(9)-06012020.png</center>-->
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| − | '''Date Label fonts''' are overridden by '''Task Bar Name Label fonts''' when the '''Date Label''' and '''Task Bar Name Label''' are in the '''same position'''. If the '''Date Label''' is put in a '''different''' position than the '''Task Bar Name Label''', the '''Date Label font's''' properties are honored.
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| − | ==Editing Individual Date Labels in the Chart==
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| − | There are three (3) methods for accessing the controls for '''editing''' individual '''date labels''' on individual task bars and milestone symbols:
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| − | :* You can right-click on the selected task bar/milestone symbol to access the right-click '''context menu''' followed by clicking the '''Format...''' command in the '''context menu'''.
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| − | :* You can right-click on the selected '''date label''' itself to access the '''Date label''' right-click '''context menu''' followed by clicking the '''Format...''' command.
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| − | :* You can click the '''Format...''' button on the OnePager '''Home''' ribbon tool bar tab.
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| − | Each of these methods is discussed below.
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| − | ===Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name Label===
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| − | Accessing the '''Change Task/Milestone Properties''' form with this method requires you to right-click on the task bar or milestone symbol or the '''task bar name label''' to access the right-click '''context menu''' for either. This action accesses the available commands in the right-click '''context menu''' when a task bar is right-clicked as shown below:
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| − | <center>[[File:P70-10_0_1-(5)-06012020.png]]</center>
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| − | <!--<center>P70-10_0_1-(5)-006012020.png</center>-->
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| − | The '''Format...''' command can also be accessed by right-clicking a '''task bar's name label''' as shown here:
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| − | <center>[[File:P70-10_0_1-(5A)-06012020.png]]</center>
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| − | <!--<center>P70-10_0_1-(5A)-006012020.png</center>-->
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| − | Either way the '''Format...''' command is accessed in a right-click '''context menu''', clicking the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form as shown here:
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| − | <center>[[File:P70-10_0_1-(6)-06012020.png]]</center>
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| − | <!--<center>P70-10_0_1-(6)-006012020.png</center>-->
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| − | Navigate to the '''Dates''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''dates'''. The controls in the '''Change Task/Milestone Properties''' form's '''Date''' tab are discussed below.
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| − | ===Right-Clicking the Date Label===
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| − | The '''Date Label''' when displayed can also be right-clicked to access the one command '''Date Label''' right-click '''context menu''' as shown below:
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| − | <center>[[File:P70-10_1_1-(10)-06012020.png]]</center>
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| − | <!--<center>P70-10_1_1-(10)-06012020.png</center>-->
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| − | Clicking the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form at the '''Dates''' tab as shown here:
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| − | <center>[[File:P70-10_1_1-(11)-06012020.png]]</center>
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| − | <!--<center>P70-10_1_1-(11)-06012020.png</center>-->
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| − | ===Format Button on the OnePager Pro Home Ribbon Tool Bar===
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| − | The '''Change Task/Milestone Properties''' form can also be accessed by clicking the '''Format…''' button after you selected one or more task bars/milestone symbols to '''edit'''. The '''Format...'''button on the '''Home''' ribbon tool bar tab is shown below:
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| − | <center>[[File:P70-10_0_1-(7)-06012020.png]]</center>
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| − | <!--<center>P70-10_0_1-(7)-06012020.png</center>-->
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| − | After clicking the '''Format...''' button as shown above, the '''Change Task/Milestone Properties''' form is accessed at the '''Format''' tab as shown here:
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| − | <center>[[File:P70-10_0_1-(8)-06012020.png]]</center>
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| − | <!--<center>P70-10_0_1-(8)-06012020.png</center>-->
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| − | Navigate to the '''Dates''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''date labels'''. The controls in the '''Change Task/Milestone Properties''' form's '''Date''' tab are discussed below.
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| − | ===Using the Change Task/Milestone Properties Form's Date Tab===
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| − | Any method you use the '''Date''' tab in the '''Change Task/Milestone Properties''' form looks like this:
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| − | <center>[[File:P70-10_1_1-(12)-06012020.png]]</center>
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| − | <!--<center>P70-10_1_1-(12)-06012020.png</center>-->
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| − | ====Show Dates====
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| − | When the '''Show Dates''' checkbox is checked '''ON''' as shown above, you can decide if you want to '''Show Start Date''', '''Show Finish Dates''' or both by checking the appropriate checkbox '''ON''' also shown above.
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| − | ====Date Position Options====
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| − | You have the option to change either the '''Start Date Position''' or the '''Finish Date Position''' or both by clicking the dropdown menu buttons to the immediate right of the checkboxes as shown here:
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| − | <center>[[File:P70-10_1_1-(13)-06012020.png]]</center>
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| − | <!--<center>P70-10_1_1-(13)-06012020.png</center>-->
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| − | ====Date Font Properties====
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| − | Clicking the '''Date Font''' dropdown menu button accesses the '''Font properties''' form shown below:
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| − | <center>[[File:P70-10_1_1-(14)-06012020.png]]</center>
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| − | <!--<center>P70-10_1_1-(14)-06012020.png</center>-->
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| − | Within the '''Font properties''' form are controls for '''date label font style''', '''color''' and '''size'''. Additionally, you can set the date text to '''Bold''', ''Italic'', or [[Underline]].
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| − | ====Use Date-Label Defaults====
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| − | Clicking the '''Use Date-Label Defaults''' button in the '''Dates''' tab of the '''Change Task/Milestone Properties''' form resets all '''format properties of the selected '''date label or labels''' back to the settings established in the '''Chart Properties''' form. The '''Use Date-Label Defaults''' button looks like this:
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| − | <center>[[File:P70-10_1_1-(15)-06012020.png]]</center>
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| − | <!--<center>P70-10_1_1-(15)-06012020.png</center>-->
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| − | ==Related Link==
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| − | [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
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| − | [[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
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| − | [[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
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| − | (10.1.1-70)
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| − | [[Category:Version 7.0]]
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| − | [[Category:Charts]]
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| − | [[Category:Chart Properties Form]]
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| − | [[Category:Editing the Chart]]
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| − | [[Category:Task/Milestone Editing]]
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| − | [[Category:Task/Milestone Decorations]]
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| − | [[Category:Labels]]
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| − | [[Category:Mavericks]]
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| − | [[Category:OnePager Pro]]
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