Difference between revisions of "Task Bars Tab for Version 7.0 (OnePager Pro)"

Revision as of 17:32, 2 January 2020

About the Task Bars Tab for OnePager Pro

1) This tab page, shown below, lets you control the style and decoration of task shapes.

2) Additionally, within this tab are the controls for creating and managing conditional formatting rules.

Default Task Bar Styles Control Group

3) Collected in this sub-control group are all the controls associated with defining or changing the properties of task bars properties.

4) These controls include:

Shape

5) The dropdown menu shows a lengthy variety of task bar shapes available for use as shown here:

Fill

6) This dropdown menu shows the five (5) available task bar shape fill patterns or texture options as shown below:

Task Bar Height

7) These two (2) radio buttons and their associated value windows allow you to set the task bar height as an absolute quantity (inches or centimeters) or as a percentage of the row height, which is shown in parentheses for reference as shown here:

8) The values shown in the illustration above are the default settings established in most OnePager distributed Template forms.

Border Controls

9) In the upper right corner of the form, there are three (3) controls that allow you change (1) the color of task bar shape's border, (2) the width of the border and (3) the border’s style as shown below with the Border Color dropdown clicked to access the standard Color Chooser form:

10) Further, you have the capability to establish the border color to be the same as the task bar shape fill color which effectively makes the task bar shape border disappear.

11) Clicking the dropdown button on the Border Color control accesses the standard Color Chooser form as shown in the above illustration.

12) The Border Width control allows you to set the value window for the width of the task bar shape's border in inches or centimeters depending on the Template form being used.

13) There are five (5) Border Styles to select from with the default style set at Solid as shown below:

Task Bar/Milestone Shape Fill Color

14) The Task Bar/Milestone Fill Color sub-control group provides two (2) options for assigning initial colors to task bar shapes and is shown below:

15) You can specify a single color for all task bar shapes via the standard Color Chooser form when the Use on color: radio button is is checked On.

16) More commonly, clicking the Color-code based on radio button allows you to select a field from your Microsoft Project source plan to assign a data driven color to each task shape.

17) The data driven color assignment is sometimes referred to as round-robin color.

18) OnePager goes in sequence through the color palette and assigns a new color when it finds a new distinct value in the data.

19) If it finds more distinct values than there are colors in the palette, it starts over at the beginning of the palette and uses each color for a second data value, and so on.

20) Also note that the Color-code based on selects a single data field that applies to both task bar shapes and milestone shapes as shown here:

21) This is one of the few places where task bar shapes and milestone shapes are constrained to have the same default behavior.

Mirror format settings between task bars and milestones

22) This single checkbox sub-control is used so that you have the option to simply apply any property edits you make to task bar shapes to milestone shapes without having to go to the Milestones tab of the Chart Properties form.

23) When this checkbox is checked On, OnePager automatically makes any changes to Milestones properties that are made to Task Bar properties for all settings where a blue dot appears to the right of the setting as in the illustration below where the checkbox is checked On:

Task Bar Decorations Control Group

24) There are seven (7) decorations for Task bar shapes.

25) Each can be turned On by checking the associated checkbox to the left of the control's label as shown here:

26) Each of these decoration’s controls can be accessed by clicking the adjacent button as shown in the illustration above.

27) When any of the seven (7) decoration buttons are clicked, OnePager accesses a form with specific controls to manage the decorations for that decoration type.

28) What follows is a description of each of the specific control forms associated with each of the seven (7) decoration types:

Task Bar Label Properties...

29) Clicking this button accesses the Set Label Properties form shown below wherein the source plan field name for the task, task bar shape label font properties, label positions, and label text collision avoidance controls can be set as shown here:

Task Bar Name Field Selection

30) The Set Label Properties form's Label field dropdown as shown below allows you to access the full list of source plan field names imported by OnePager and select from the dropdown the field name OnePager uses to provide a visible task label into the chart for each visible task/milestone shape:

Task Bar Label Font Properties

31) Clicking the Label font dropdown button accesses the standard Font properties form as shown below:

32) The standard Font properties form allows you to set the Label text's font type, color using the standard Color Chooser form, the font size in pixels, and the Bold - Italics - Underline settings.

Task Bar Label Position

33) The default task bar label position is Best fit all directions as shown in the illustration below along with the other nine (9) available standard positions :

34) The default setting of Best fit all directions gives OnePager the flexibility to establish Task/Milestone shape label positions that do not collide with other graphics in the chart.

35) One Pager's Text Label Collision Avoidance feature, discussed in brief next, provides you with a set of rules you can employ to tell OnePager how to position task/milestone shape text labels in the chart.

Smart Labeling Settings

36) As mentioned, OnePager has a Smart Labeling or Text Label Collision Avoidance feature that attempts to avoid cluttered text labels appearing in the graph or at least to minimize the occurrences.

37) The controls available to you are shown below:

38) The Enable smart labeling for task/milestone labeling checkbox enables the Smart Labeling controls when the checkbox is checked On and disables the controls when the checkbox is checked Off.

39) There are four (4) algorithm types available for you to enable/disable, set a specific parameter, and establish an algorithm priority among the set of four.

40) The Wrap text up to (value) lines algorithm tells OnePager, depending on the priority established, to take the text label string and wrap it into a maximum of lines up to the value set in the parameter.

41) The Stair steps up to (value) levels algorithm tells OnePager, again depending on the priority establishes, to create a Comment box like structure that connects to the task/milestone shape that holds the text label string.

42) The Truncate text to (value) characters algorithm tells OnePager to chop off an excessively long text label string up to and including the value number of characters and replace the truncated text label charters with the ... character so the modified text label string fits in the selected position.

43) The Shrink font by up to (value) percent algorithm tell OnePager to reduce the text label string's font size up to the percentage specified in the value window until the reduced font size text label string fits in the selected position.

44) For more information on the Smart Labeling/Text Label Collision Avoidance feature, please see the article at: Resolving Task/Milestone Text Label Collisions (Portal) 9.7.1-70 NEW TBD

45) For more information on text labeling, please see the article at: Labeling Task/Milestone Shapes for OnePager Pro 10.15.1.-70

%Complete Properties

46) Clicking this button displays the Set percent-complete properties form shown below which controls the display characteristics of the %Complete representation.

47) The Set percent-complete properties form allows you to set the source of the percent complete field from the source plan, the color of the percent complete bar in the task bar shape, and several other properties.

48) For more information on the settings in the Set percent-complete properties form, please see the article at: Percent complete for OnePager Pro 10.3.1-70

49) For information on the use of the Honor non-working times checkbox, please see this section in this article at: Managing Working Hours and Non-Working Hours for OnePager Pro-The Honor Non-Working Time Feature 22.5.3-70

Critical Path Properties

50) The Critical Path Properties button, when clicked, displays the Set critical-path properties form shown below which allows you to control the color and height, with respect to the height of the task bar, of the critical path representation:

51) Only OnePager Pro supports the representation of critical path in the chart; OnePager Express does not.

52) For more information on the use of the Set critical-path properties form, please see the article at: Critical path for OnePager Pro 10.7.1-70

Baseline Properties

53) Clicking the Baseline Properties button displays the Set baseline properties form shown below which controls the shape, fill, and color of baseline bars, the connecting line properties, and how the baseline dates are displayed.

54) For more information on the function and use of the controls in the Set baseline properties form, please see the article at: Baselines for OnePager Pro 10.5.1-70

Date Label Properties...

55) Clicking the Date Label Properties... button displays the Set date label properties form shown below which allows you to control the properties of the date label.

56) You can control the date label’s font properties, the position and display of the start and finish date, the format of the date label, and how to separate the date from the task bar shape’s label text.

57) For more information on the use of the controls in the Set date label properties form, please see the article at: Labeling Task/Milestone Dates for OnePager Pro 10.1.1-70

Deadline Properties...

58) Clicking Deadline Properties button displays the Set deadline properties form shown below which controls for the shape, fill, and position of the deadline controls.

59) It also lets you set a special color to denote deadlines that have not been met.

60) Additionally, as with the Baseline Properties form described above, the Set deadline properties form controls connecting lines for deadlines and the properties of deadline date display.

61) For more detailed information on the use of the controls in the Set deadline properties form, please see the article at: Deadlines for OnePager Pro 10.9.1-70

Endpoint Properties...

62) Clicking Endpoint Properties button displays the Set endpoint properties form shown below which controls all properties for up to four (4) endpoints.

63) Each endpoint can display the date imported from any date field from Microsoft Project.

64) These properties are controlled essentially the same way as described above for Deadline Properties form, above.

66) For more information on the use of the controls in the Set endpoint properties form, please see the article at: Endpoints for OnePager Pro 10.11.1-70

Conditional Formatting Control Group

67) The Conditional Formatting control group on the Task Bar tab has one button, the Manage Rules… button as shown below:

68) Clicking this button displays the Conditional Formatting Rules form shown below which permits you to define, change, delete, and copy rules governing the display of task bar shapes based on data imported from your Microsoft Project source plan.

69) There are two (2) ways to get to the same Conditional Formatting Rules form:

a) Using the Chart Properties form's Task Bar tab as shown above.

b) Using the Chart Properties form's Milestones tab where the Manage Rules... button is at the bottom of the form.

70) For more information on how to use Conditional Formatting feature and the Conditional Formatting Rules form, please see the article at: Conditional Formatting (Portal). 11.0.1-70

Related Links

Resolving Task/Milestone Text Label Collisions (Portal) 9.7.1-70 NEW TBD

Labeling Task/Milestone Dates for OnePager Pro 10.1.1-70

Percent complete for OnePager Pro 10.3.1-70

Baselines for OnePager Pro 10.5.1-70

Critical path for OnePager Pro 10.7.1-70

Deadlines for OnePager Pro 10.9.1-70

Endpoints for OnePager Pro 10.11.1-70

Order of Tasks/Milestones Decorations 10.13.1-70

Conditional Formatting (Portal). 11.0.1-70

Managing Working Hours and Non-Working Hours for OnePager Pro-The Honor Non 22.5.3-70

(21.3.1-70)