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| − | ==Introduction to the Deadlines Feature in OnePager==
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| − | This article describes OnePager’s '''Deadlines''' 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 Editing Deadlines==
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| − | OnePager translates '''Deadlines''' from your '''source plan''' into '''deadline''' shapes in the '''graph''' to indicate the '''deadline date''' for a task bar or milestone symbol. To illustrate with a simple example, consider the Microsoft Project '''source plan''' given below with three tasks containing '''Start and Finish dates''', a '''deadline date''', and the Microsoft Project '''Flag20''' field set to '''Yes''' so that OnePager '''imports''' the data for all three task bars:
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| − | <center>[[File:P70-10_9_1-(1)-06032020.png]]</center>
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| − | <!--<center>P70-10_9_1-70-(1)-09182019.png</center>-->
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| − | When a simple chart is created from the '''source plan''' above and '''Deadlines''' are turned '''ON''', the example chart looks like this:
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| − | <center>[[File:P70-10_9_1-(2)-06032020.png]]</center>
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| − | <!--<center>P70-10_9_1-70-(2)-09182019.png</center>-->
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| − | When '''deadlines''' are turned '''ON''', they appear (by default) as '''red down-arrow shape''' in each task bar's row at the '''deadline date''' position with respect to the '''time axis'''. Above, '''deadline shapes''' that are not contained within their respective task bar are shown with '''back dash-dot connecting lines''' to illustrate the capability.
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| − | ==Editing All Deadline Properties==
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| − | To display '''deadline dates''' in your charts you must first assure that the '''source plan''' has its '''Deadline''' field populated with valid '''dates'''. When '''deadline dates''' are present in the '''source plan''' they must first be turned '''ON''' as the '''default setting''' in most distributed '''Template Properties''' form is for '''deadlines''' to be turned '''OFF'''. To do this, click the '''Chart Properties''' button on the OnePager '''Home''' ribbon tool bar tab to access the '''Chart Properties''' form. Next, navigate to the '''Chart Properties''' '''Task Bars''' tab and to the '''Task Bars Decoration''' control group. Check the '''Deadline markers''' checkbox '''ON''' to '''enable''' the '''Deadline Properties...''' button to the immediate right of the checkbox as shown below:
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| − | <center>[[File:P70-10_9_1-(3)-06032020.png]]</center>
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| − | <!--<center>P70-10_9_1-70-(3)-09182019.png</center>-->
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| − | By default, '''deadlines''' are mapped to the '''Deadline date''' field in Microsoft Project.
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| − | ===Set Deadline Properties Form===
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| − | To '''edit''' the format of all '''deadlines''', click the '''Deadline Properties...''' button, to access the '''Set deadline properties''' form shown below:
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| − | <center>[[File:P70-10_9_1-(4)-06032020.png]]</center>
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| − | <!--<center>P70-10_9_1-70-(4)-09182019.png</center>-->
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| − | The form above provides all the '''editing''' controls for '''all deadline shapes''' that can be displayed in the chart.
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| − | ====Standard Basic Deadline Shape Controls====
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| − | As stated previously, many of the controls in this group of the '''Set deadline properties''' form are standard.
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| − | The '''deadline shapes''' available are the same as '''Milestone symbols''' found in the '''Milestones''' tab of the '''Template Properties''' and '''Chart Properties''' forms. Likewise, the '''Fill patterns''' available are the same for task bars and milestone symbols also found on their respective tabs of the '''Template Properties''' and '''Chart Properties''' forms.
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| − | The '''Height percentage''' control represents the '''percentage''' of the total task bar/milestone symbol's '''height''' itself, is covered elsewhere and behaves in a standard way. The default '''Height percentage''' is 100% meaning that the '''deadline shape''' is the same '''height''' as the task bar/milestone symbol.
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| − | Similarly, the '''Transparency''' control for the '''deadline''' operates in the same way as '''transparency''' controls for other objects. The higher the value selected, the greater the '''transparency'''. Conversely, the low the value selected, the more solid the '''deadline shape''' appears.
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| − | The '''Field''' dropdown in the upper right of the form allows you to select another '''source plan date field''' instead of the default '''Deadline''' field typically used in Microsoft Project. Contents of the '''Field''' dropdown list is shown below:
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| − | <center>[[File:P70-10_9_1-(5)-06032020.png]]</center>
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| − | <!--<center>P70-10_9_1-70-(5)-09182019.png</center>-->
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| − | The '''Position''' of the '''deadline''' has a unique meaning. '''Deadlines''' are always associated with a task bar/milestone symbol and can be to the left, within, or to the right of the task bar/milestone symbol itself depending on your '''source plan''' data for the task bar’s '''start''', '''finish''' and '''deadline dates'''. The position in this context is about where within the task bar/milestone symbol’s row area vertically the '''deadline''' should be placed. There are three (3) available positions for the placement of the '''deadline shapes''' with respect to the task bar:
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| − | :* '''Centered''' in the task bar/milestone symbol.
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| − | :* '''Above''' the task bar/milestone symbol.
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| − | :* '''Below''' the task bar/milestone symbol
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| − | The three available positions are shown here:
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| − | <center>[[File:P70-10_9_1-(6)-06032020.png]]</center>
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| − | <!--<center>P70-10_9_1-70-(6)-09182019.png</center>-->
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| − | The '''Use custom color''' checkbox can be checked '''ON''' when it is desired to select a '''color''' for the '''deadline shape''' other than the '''color''' for its parent task bar/milestone symbol. When the '''Use custom color''' checkbox is checked '''ON''', the standard '''Custom color''' dropdown is '''enabled. Clicking the dropdown button shows the standard '''Color Chooser''' form.
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| − | ====Showing Deadline Delays====
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| − | The purpose of the display of '''Deadline Delays''' is to provide you with the capability to highlight '''deadlines''' that are '''missed''' as shown in the chart. When the '''Color-code delays''' checkbox is checked '''On''', OnePager uses the selected '''Delay color''' (determined by the selection of the '''delay color''' from the standard '''Color Chooser''' form) to show all '''deadlines''' that are '''missed''':
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| − | <center>[[File:P70-10_9_1-(7)-06032020.png]]</center>
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| − | <!--<center>P70-10_9_1-70-(7)-09182019.png</center>-->
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| − | The '''deadline''' is set to the selected '''Delay color''' if, for any '''deadline shape''':
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| − | :* The '''Color-code delays''' checkbox is checked '''ON''',
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| − | :* The '''deadline date''' is '''earlier than the current snapshot date''',
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| − | :* And the '''percent (%) complete''' for the parent task bar/milestone symbols less than 100%.
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| − | If any of the conditions stated above are '''not met''', the '''color''' of the '''deadline''' is set to the '''default color''', unless a '''custom color''' is otherwise specified.
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| − | ====Example Deadline Date Delay====
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| − | To illustrate the operation of the '''Color-code delay''' feature, let's set the stage by supposing that a project of three task bar is has the following initial conditions:
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| − | :* Project Start Date – 10/1/2020
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| − | :* Project Finish Date (Estimated) – 10/18/2020
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| − | :* First Status Date – 9/11/2020
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| − | :* Task A Deadline Date – 10/15/2020 (Task A Finish Date projected before Deadline Date)
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| − | :* Task B Deadline Date – 10/10/2020 (Task B Finish Date beyond Deadline Date)
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| − | :* Task C Deadline Date- 10/1/2020 (Task C Start Date beyond Deadline Date)
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| − | With these initial conditions, the Microsoft Project '''source plan''' looks like this:
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| − | <center>[[File:P70-10_9_1-(8)-06032020.png]]</center>
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| − | <!--<center>P70-10_9_1-70-(8)-09182019.png</center>-->
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| − | If we take a snapshot using the above '''source plan''' as of '''10/10/2019''' the chart looks like this:
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| − | <center>[[File:P70-10_9_1-(9)-06032020.png]]</center>
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| − | <!--<center>P70-10_9_1-70-(9)-09182019.png</center>-->
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| − | OnePager recognizes the '''snapshot date''' similar to the way Microsoft Project recognizes its '''Status date'''.
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| − | ====Connecting Lines====
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| − | The '''Connecting Lines''' control group of the '''Set deadline properties''' form deals with '''connecting lines properties''' when you require that '''deadline shapes''' are tied to their parent task bar/milestone symbol. The controls available are shown below:
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| − | <center>[[File:P70-10_9_1-(10)-06032020.png]]</center>
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| − | <!--<center>P70-10_9_1-70-(10)-09182019.png</center>-->
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| − | To '''enable deadline shape connection lines''', check the '''Connect deadline markers to current markers''' checkbox '''ON''' as shown above. A default '''color''', '''line style''', and '''line width''' is established from your '''current Template Properties''' form. If you wish to specify a '''custom color''', check the '''Use custom color''' checkbox '''ON''' and use the '''Custom color''' dropdown button to access the standard '''Color Chooser''' form.
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| − | You also have the option of selecting from a variety of '''line styles''' by clicking on the '''Line style''' dropdown button.
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| − | There are five (5) standard '''line styles''' to select from which are the same as used to connect '''Baselines''' to their parent task bar/milestone symbols as described in the section of the article at: [[Baselines for OnePager for Version 7.1#Connect Baselines and Actual Task Bars/Milestone Symbols | Baselines for OnePager - Connect Baselines and Actual Task Bars/Milestone Symbols]] 10.5.1-71
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| − | The value dial to the right of the '''Line style''' dropdown provides the capability to '''edit''' the '''width''' of the '''deadline shape connection line'''. The form above shows the extent of control that you have over the '''connecting lines'''. These include the specification of a '''custom color''', '''line width''' and '''line style'''.
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| − | ====Deadline Dates====
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| − | The '''Deadline Dates''' control group in the '''Set deadline properties''' form provides the controls for turning '''ON''' and '''positioning''' the '''deadline date text labels''' as shown below:
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| − | <center>[[File:P70-10_9_1-(11)-06032020.png]]</center>
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| − | <!--<center>P70-10_9_1-70-(11)-09182019.png</center>-->
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| − | The form above shows the extent of control that you have over the display of '''date labels''' for '''deadline shapes'''. These are the same controls as for other '''decoration date''' specifications and include controls for '''date format''', the use of the '''fiscal year''' feature, the positioning of the '''date label/text''', and the '''font properties''' for the '''date label''' text.
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| − | For more specific information about the controls in this control group, please reference the corresponding section for '''Baseline Decorations''' at: [[Baselines for OnePager for Version 7.1#Showing Baseline Dates | Baselines for OnePager - Showing Baseline Dates]] 10.5.1-71
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| − | ==Editing Individual Task Deadline Properties==
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| − | '''Deadline shape''' displays are normally turned '''OFF''' in distributed '''Template Properties''' forms. In addition to the capabilities for '''editing all Deadline properties''' using the '''Template Properties''' and/or '''Chart Properties''' forms, you can select and individually '''edit Deadline properties''' showing in the chart. As a prerequisite for '''editing''' individual '''deadline''' properties it is the necessity for '''deadline''' data to be '''imported''' from the Microsoft Project '''source plan'''.
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| − | ===Selecting Individual Task Bar or Bars===
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| − | Some individual task bar '''deadline''' properties can be '''edited''' by selecting the desired task bar or bars with a left-click operation, then right-clicking one of the selected task bars to access the task bar right-click '''context menu''', and click the '''Format...'''button. This action accesses the '''Change Task/Milestone Properties''' form at the '''Format''' tab. Navigate to the '''Deadlines''' tab as shown below:
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| − | <center>[[File:P70-10_9_1-(12)-06032020.png]]</center>
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| − | <!--<center>P70-10_9_1-70-(12)-09182019.png</center>-->
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| − | Before you can do so, you must confirm that the '''Deadline markers''' checkbox in either the '''Template Properties''' or '''Chart Properties''' form's '''Task Bars''' and/or '''Milestones''' tab is checked '''ON'''.
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| − | ===Accessing the Change Task/Milestone Properties Form===
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| − | Select the '''Format…''' command which access the '''Change Task/Milestone Properties''' form. Next, navigate to the '''Deadlines''' tab, which displays the '''deadline''' control options shown below:
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| − | <center>[[File:P70-10_9_1-(13)-06032020.png]]</center>
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| − | <!--<center>P70-10_9_1-70-(13)-09182019.png</center>-->
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| − | The '''Deadlines''' tab, shown above controls the display of '''deadline connectors''' and '''deadline text dates''' for the selected task bar/milestone symbol and the placement of the '''deadline date labels/text''' with respect to the '''deadline shape'''. The '''Show Deadline''' checkbox allows you to turn '''ON''' and '''OFF''' the display of '''deadline shape''' information. When the '''Show Deadline''' checkbox is checked '''ON''', you have the option to specify the display of the '''connector''' and the display of '''deadline date''' for the selected task bar/milestone symbol. When the '''Show Deadline Date Label''' checkbox is checked '''ON''', you have access to control over the '''Deadline Date Position''' selection dropdown and '''Deadline Date Font''' selection button as discussed above related to '''editing''' all task bar/milestone symbol '''deadline information'''. There are seven (7) standard '''deadline date label''' positions to select from as shown below:
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| − | <center>[[File:P70-10_9_1-(14)-06032020.png]]</center>
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| − | <!--<center>P70-10_9_1-70-(14)-09182019.png</center>-->
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| − | Clicking the '''Deadline Date Font''' button accesses the standard '''Font properties''' form where '''edits''' of the '''deadline date text''' can be made.
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| − | ===Individually Edited Deadline Shape Example===
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| − | Below is an example of a single task bar's '''deadline information using the chart previously shown in this article:
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| − | <center>[[File:P70-10_9_1-(15)-06032020.png]]</center>
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| − | <!--<center>P70-10_9_1-70-(15)-09182019.png</center>-->
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| − | The controls at the '''Deadline''' tab of the '''Change Task/Milestone Properties''' form for the '''Show Deadline Date''', that is, the '''Position''' and '''Font''' controls operate exactly as described for other '''start/finish date''' displays in OnePager.
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| − | For more information describing the use of these controls for the '''Percent Complete''' tab of this form, please see the section in the article at: [[Percent complete for OnePager for Version 7.1#Example | Percent complete for OnePager - Example]] 10.3.1-71
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| − | There are no controls available in the '''Deadline''' tab of the '''Change Task/Milestone Properties''' form to '''edit''' the properties of the '''connector line''' for an '''individually''' selected task/milestone shape.
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| − | ==Related Links==
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| − | [[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.1 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] 9.0.1-71
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| − | [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] 9.2.1-70
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| − | [[Labeling Task/Milestone Dates for OnePager for Version 7.1 | Labeling Task/Milestone Dates for OnePager]] 10.1.1-71
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| − | [[Percent complete for OnePager for Version 7.1 | Percent complete for OnePager]] 10.3.1-71
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| − | [[Baselines for OnePager for Version 7.1 | Baselines for OnePager]] 10.5.1-71
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| − | [[Editing with the Chart Properties form for Version 7.1 (Portal) | Editing with the Chart Properties form (Portal)]] 21.0.1-71
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| − | [[Managing Templates for Version 7.1 (Portal) | Managing Templates (Portal)]] 24.0.1-71
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| − | (10.9.1-71)
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| − | [[Category:Version 7.1]]
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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:Deadlines]]
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| − | [[Category:Mavericks]]
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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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