Difference between revisions of "Testing Article1"

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There is also general information available about the '''Smart Text Optimization '''feature available in the article at: [[The Smart Text Optimization Feature for OnePager 7.0 | The Smart Text Optimization Feature]] <!--0.4.2-70-->
 
There is also general information available about the '''Smart Text Optimization '''feature available in the article at: [[The Smart Text Optimization Feature for OnePager 7.0 | The Smart Text Optimization Feature]] <!--0.4.2-70-->
  
The '''Smart Text Optimization '''feature is an integral part of OnePager 7.0 and, as such, the feature is turned '''ON''' in all '''Template Properties''' forms distributed with the product. You have the option to turn the feature '''OFF''', if desired, in the '''Template Properties '''form before creating a chart or in the '''Chart Properties''' form after chart creation. You also have the option to change the related '''default settings '''in either the '''Template Properties''' or '''Chart Properties '''forms whenever necessary. The feature operates '''automatically''', when turned '''ON''', whenever you perform an '''UPDATE''' to a chart by '''adding''' a snapshot or '''updating''' a snapshot using any of the available '''Replace modes''' supported by OnePager Pro. For example, if you change a tasks name in your '''source plan''' to a longer '''text string''' and perform a '''Replace All '''operation for a particular snapshot causing a '''task bar name label collision''', OnePager '''automatically''' attempts to resolve the '''collision situation''' as part of this '''update workflow.'''
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The '''Smart Text Optimization '''feature is an integral part of OnePager 7.0 and, as such, the feature is turned '''ON''' in all '''Template Properties''' forms distributed with the product. You have the option to turn the feature '''OFF''', if desired, in the '''Template Properties '''form before creating a chart or in the '''Chart Properties''' form after chart creation. You also have the option to change the related '''default settings '''in either the '''Template Properties''' or '''Chart Properties '''forms whenever necessary.
  
How OnePager Pro 7.0 approaches and resolves the '''collision situation''' is covered in this article. For more information on '''UPDATING''' OnePager charts, please see the articles at: [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
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The feature operates '''automatically''', when turned '''ON''', whenever you perform an '''UPDATE''' to a chart by '''adding''' a snapshot or '''updating''' a snapshot using any of the available '''Replace modes''' supported by OnePager Express. For example, if you change a tasks name in your '''source plan''' to a longer '''text string''' and perform a '''Replace All '''operation for a particular snapshot causing a '''task bar name label collision''', OnePager '''automatically''' attempts to resolve the '''collision situation''' as part of this '''update workflow.'''
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How OnePager Express 7.0 approaches and resolves the '''collision situation''' is covered in this article.  
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For more information on '''UPDATING''' OnePager charts, please see the articles at: [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
  
 
You also have the capability to utilize the '''Smart Text Optimization '''feature manually in the '''Chart Editor '''should '''task bar name label collisions''' occur as part of your chart '''editing'''. Commands are added to the '''task bar''' right-click '''context menu''' and the '''task bar name label '''right-click '''context menu''' to engage the '''text collision avoidance algorithm''' and resolve '''task bar name label collision situations'''. For example, a '''task bar name label collision situation '''may arise from moving a task bar from one '''row '''to another '''row'''.  You can manually use the '''Smart Text Optimization '''feature to resolve the '''collision situation '''in the chart by clicking one '''context menu '''command or use the '''enhanced Label Position '''dropdown list on the OnePager '''Home''' ribbon tool bar tab''' '''to resolve the situation yourself. As mentioned above, you can change the '''priorities '''(default settings) used by the '''text collision avoidance algorithm''' in the '''Chart Properties '''form by accessing the '''Set Label Properties '''form from the '''Chart Properties '''form’s '''Task Bars''' or '''Milestones''' tab as discussed further in this article.
 
You also have the capability to utilize the '''Smart Text Optimization '''feature manually in the '''Chart Editor '''should '''task bar name label collisions''' occur as part of your chart '''editing'''. Commands are added to the '''task bar''' right-click '''context menu''' and the '''task bar name label '''right-click '''context menu''' to engage the '''text collision avoidance algorithm''' and resolve '''task bar name label collision situations'''. For example, a '''task bar name label collision situation '''may arise from moving a task bar from one '''row '''to another '''row'''.  You can manually use the '''Smart Text Optimization '''feature to resolve the '''collision situation '''in the chart by clicking one '''context menu '''command or use the '''enhanced Label Position '''dropdown list on the OnePager '''Home''' ribbon tool bar tab''' '''to resolve the situation yourself. As mentioned above, you can change the '''priorities '''(default settings) used by the '''text collision avoidance algorithm''' in the '''Chart Properties '''form by accessing the '''Set Label Properties '''form from the '''Chart Properties '''form’s '''Task Bars''' or '''Milestones''' tab as discussed further in this article.
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:* Other useful related topics.  
 
:* Other useful related topics.  
  
==Selecting Task Bars and Task Labels in OnePager Pro Version 7.0==
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==Selecting Task Bars and Task Labels in OnePager Express Version 7.0==
  
===Selecting Task Bars versus Selecting Task Labels ===
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===Selecting Task Bars versus Selecting Task Labels===
  
 
'''Editing''' task bars and '''task bar name labels '''changed in OnePager version 7.0.  With respect to left-click selection in OnePager 7.0, a left-click on the task bar selects and highlights '''only''' the task bar.  A left-click on the '''task bar name label '''selects and highlights '''only''' the '''task bar name label'''. Right-clicking the task bar accesses only the '''task bar''' right-click '''context menu''' as shown below:
 
'''Editing''' task bars and '''task bar name labels '''changed in OnePager version 7.0.  With respect to left-click selection in OnePager 7.0, a left-click on the task bar selects and highlights '''only''' the task bar.  A left-click on the '''task bar name label '''selects and highlights '''only''' the '''task bar name label'''. Right-clicking the task bar accesses only the '''task bar''' right-click '''context menu''' as shown below:
  
<center>[[File:P70-9_7_1_1-(22-1)-09022020.png]]</center>
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<center>[[File:X70-9_7_1_2-(1)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(22-1)-09022020.png</center>-->
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<!--<center>X70-9_7_1_2-(1)-09032020.png</center>-->
  
 
For the '''task bar '''right-click '''context menu''', the commands behave exactly the same as in previous versions of OnePager. However, there are additional commands provided for convenience:
 
For the '''task bar '''right-click '''context menu''', the commands behave exactly the same as in previous versions of OnePager. However, there are additional commands provided for convenience:
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Right-clicking on the '''task bar name label '''accesses only the '''task bar name label''' right-click '''context menu''' as shown below:
 
Right-clicking on the '''task bar name label '''accesses only the '''task bar name label''' right-click '''context menu''' as shown below:
  
<center>[[File:P70-9_7_1_1-(23-1)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(2)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(23-1)-05272020.png</center>-->
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<!--<center>X70-9_7_1_2-(2)-09032020.png</center>-->
  
 
For the '''task bar name label '''right-click '''context menu''', there are four commands:  
 
For the '''task bar name label '''right-click '''context menu''', there are four commands:  
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The '''default''' result of a left-click on a task bar in the '''graph '''using OnePager distributed '''Template Properties '''forms is for a left-click on a task bar to select '''both '''the task bar and the '''task bar name label'''.  In this mode of operation, the task bar is selected along with the '''task bar name label'''.   
 
The '''default''' result of a left-click on a task bar in the '''graph '''using OnePager distributed '''Template Properties '''forms is for a left-click on a task bar to select '''both '''the task bar and the '''task bar name label'''.  In this mode of operation, the task bar is selected along with the '''task bar name label'''.   
With both the task bar and '''task bar name label '''selected, a right-click actions on the task bar access the '''task bar''' right-click '''context menu''' that has command for both the task bar and the '''task bar name label.''' OnePager 7.0 provides a new control for you to '''separate the response''' that a left-click has on a task bar and its '''task bar name label'''.  In previous versions of OnePager, as discussed above, a single left-click on the task bar selects '''both the task bar and its corresponding task bar name label'''. This capability is retained in OnePager version 7.0 and a checkbox is provided so that you have the option to '''separate the left-click''' on a task bar from a left-click on a '''task bar name label'''. The control is called the '''Select associated text''' checkbox and is found in the '''Template Properties '''and '''Chart Properties '''form’s '''Advanced '''tab in the '''Display options''' control group as shown below for the '''Chart Properties''' form:
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With both the task bar and '''task bar name label '''selected, a right-click actions on the task bar access the '''task bar''' right-click '''context menu''' that has command for both the task bar and the '''task bar name label.''' OnePager 7.0 provides a new control for you to '''separate the response''' that a left-click has on a task bar and its '''task bar name label'''.   
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In previous versions of OnePager, as discussed above, a single left-click on the task bar selects '''both the task bar and its corresponding task bar name label'''. This capability is retained in OnePager version 7.0 and a checkbox is provided so that you have the option to '''separate the left-click''' on a task bar from a left-click on a '''task bar name label'''. The control is called the '''Select associated text''' checkbox and is found in the '''Template Properties '''and '''Chart Properties '''form’s '''Advanced '''tab in the '''Display options''' control group as shown below for the '''Chart Properties''' form:
  
<center>[[File:P70-9_7_1_1-(3)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(3)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(3)-05272020.png</center>-->
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<!--<center>X70-9_7_1_2-(3)-09032020.png</center>-->
  
 
If you mouse over this checkbox the following '''tool tip''' appears:  '''When the task/milestone shape is selected, also select all text associated with the shape, including the task name, dates, and percent complete labels'''.  As with all '''tool tips''' they are provided to assist you in determining what the control basically does.
 
If you mouse over this checkbox the following '''tool tip''' appears:  '''When the task/milestone shape is selected, also select all text associated with the shape, including the task name, dates, and percent complete labels'''.  As with all '''tool tips''' they are provided to assist you in determining what the control basically does.
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As an example of the new option, the illustration below is a chart portion where there was a left-click on the task bar only when the '''Select associated text''' checkbox is checked''' OFF'''.
 
As an example of the new option, the illustration below is a chart portion where there was a left-click on the task bar only when the '''Select associated text''' checkbox is checked''' OFF'''.
  
<center>[[File:P70-9_7_1_1-(4)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(4)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(4)-05272020.png</center>-->
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<!--<center>X70-9_7_1_2-(4)-09032020.png</center>-->
  
 
Left-clicking the task bar '''only''' selects the task bar as shown above.  This is a new feature. When the task bar is selected in the above example, only the '''Icons''' on the '''Home '''ribbon''' '''tool bar tab that are applicable to '''editing''' task bars are '''enabled'''.  The applicable control groups are:  '''Editing''', '''Settings''', '''Font''', and '''Format'''. The '''Alignment''' '''and Label Position '''control groups are '''not enabled'''.  The '''enabled Home '''ribbon tool bar tab is shown below:
 
Left-clicking the task bar '''only''' selects the task bar as shown above.  This is a new feature. When the task bar is selected in the above example, only the '''Icons''' on the '''Home '''ribbon''' '''tool bar tab that are applicable to '''editing''' task bars are '''enabled'''.  The applicable control groups are:  '''Editing''', '''Settings''', '''Font''', and '''Format'''. The '''Alignment''' '''and Label Position '''control groups are '''not enabled'''.  The '''enabled Home '''ribbon tool bar tab is shown below:
  
<center>[[File:P70-9_7_1_1-(31)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(5)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(31)-05272020.png</center>-->
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<!--<center>X70-9_7_1_2-(5)-09032020.png</center>-->
  
 
With the '''Select associated text''' checkbox checked '''OFF''', left-clicks on any task bars does not result in the selection of the associated '''task bar name label font properties'''. In the illustration described above, where one or more task bars are left-clicked with the '''Select associated text '''checkbox checked''' OFF''', you can '''right-click''' on any of the selected task bar, access its '''task bar''' right-click '''context menu''', and use all the commands in the '''context menu '''as well as all the tabs available in the '''Change Task/Milestone Properties '''form accessed from the '''Format…''' command in the '''context menu''' as shown here:   
 
With the '''Select associated text''' checkbox checked '''OFF''', left-clicks on any task bars does not result in the selection of the associated '''task bar name label font properties'''. In the illustration described above, where one or more task bars are left-clicked with the '''Select associated text '''checkbox checked''' OFF''', you can '''right-click''' on any of the selected task bar, access its '''task bar''' right-click '''context menu''', and use all the commands in the '''context menu '''as well as all the tabs available in the '''Change Task/Milestone Properties '''form accessed from the '''Format…''' command in the '''context menu''' as shown here:   
  
<center>[[File:P70-9_7_1_1-(32)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(6)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(32)-05272020.png</center>-->
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<!--<center>X70-9_7_1_2-(6)-09032020.png</center>-->
  
 
Additionally, you can access the '''Change Task/Milestone Properties '''form by clicking the '''Format… Icon''' on the '''Home '''ribbon tool bar tab shown below:
 
Additionally, you can access the '''Change Task/Milestone Properties '''form by clicking the '''Format… Icon''' on the '''Home '''ribbon tool bar tab shown below:
  
<center>[[File:P70-9_7_1_1-(33)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(7)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(33)-05272020.png</center>-->
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<!--<center>X70-9_7_1_2-(7)-09032020.png</center>-->
  
 
With the '''Select associated text '''checkbox checked '''OFF''', you can now separately select the '''task bar name label''' without selecting the task bar as shown below:
 
With the '''Select associated text '''checkbox checked '''OFF''', you can now separately select the '''task bar name label''' without selecting the task bar as shown below:
  
<center>[[File:P70-9_7_1_1-(5)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(8)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(5)-05272020.png</center>-->
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<!--<center>X70-9_7_1_2-(8)-09032020.png</center>-->
  
 
When the '''task bar name label''' above is left-clicked when the '''Select associated text''' checkbox is checked '''OFF''', only the '''task bar name label''' is shown selected.  Additionally, the '''Icons''' on the '''Home '''ribbon''' '''tool bar tab that are applicable to '''editing''' '''task bar name labels''' are '''enabled'''.  The applicable control groups are:  '''Editing''', '''Settings''', '''Font''', '''Format''', and '''Label Position'''.  The '''Alignment''' control group is '''not enabled'''. Further, where one or more '''task bar name labels''' are left-clicked with the '''Select associated text '''checkbox checked''' OFF''', you can '''right-click''' on any of the selected '''task bar name labels''', access its '''task bar name label''' right-click '''context menu''', and use all the commands in the '''context menu '''as well as all the tabs available in the '''Change Task/Milestone Properties '''form accessed from the '''Format…''' command in the '''context menu''' as shown below:
 
When the '''task bar name label''' above is left-clicked when the '''Select associated text''' checkbox is checked '''OFF''', only the '''task bar name label''' is shown selected.  Additionally, the '''Icons''' on the '''Home '''ribbon''' '''tool bar tab that are applicable to '''editing''' '''task bar name labels''' are '''enabled'''.  The applicable control groups are:  '''Editing''', '''Settings''', '''Font''', '''Format''', and '''Label Position'''.  The '''Alignment''' control group is '''not enabled'''. Further, where one or more '''task bar name labels''' are left-clicked with the '''Select associated text '''checkbox checked''' OFF''', you can '''right-click''' on any of the selected '''task bar name labels''', access its '''task bar name label''' right-click '''context menu''', and use all the commands in the '''context menu '''as well as all the tabs available in the '''Change Task/Milestone Properties '''form accessed from the '''Format…''' command in the '''context menu''' as shown below:
  
<center>[[File:P70-9_7_1_1-(34)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(9)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(34)-05272020.png</center>-->
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<!--<center>X70-9_7_1_2-(9)-09032020.png</center>-->
  
 
Additionally, you can access the '''Change Task/Milestone Properties '''form by clicking the '''Format… Icon''' on the '''Home '''tool bar tab.
 
Additionally, you can access the '''Change Task/Milestone Properties '''form by clicking the '''Format… Icon''' on the '''Home '''tool bar tab.
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To complete the example, the illustration below is a chart portion where the '''Select associated text''' checkbox is checked '''ON''', and the task bar is selected with a left-click:
 
To complete the example, the illustration below is a chart portion where the '''Select associated text''' checkbox is checked '''ON''', and the task bar is selected with a left-click:
  
<center>[[File:P70-9_7_1_1-(6)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(10)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(6)-05272020.png</center>-->
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<!--<center>X70-9_7_1_2-(10)-09032020.png</center>-->
  
 
With the '''Select associated text''' checkbox''' '''checked '''ON''', a left-click on any task bar selects the task bar '''and''' its '''task bar name label '''as shown in the above illustration. When the task bar and '''task bar name label '''are selected in the above example, '''ALL''' '''Icons''' on the '''Home '''ribbon tool bar tab that are applicable to '''editing''' task bars and '''task bar name label '''are '''enabled'''.  The applicable control groups are:  '''Editing''', '''Settings''', '''Font''', '''Format''', and '''Label Position'''.  The '''Alignment''' control group is only '''enabled''' if there is an option available to '''re-align''' the '''text '''for selected '''task bar name labels''', for example, when the '''task bar name label''' is placed in a '''Comment Box'''. Checking the '''Select associated text''' checkbox''' ON '''makes the OnePager 7.0 behavior relative to left-clicking of task bars or '''task bar name label '''operate the same as left-clicking only the task bar in previous versions of OnePager. You can '''right-click '''on either the '''task bar''' or '''task bar name label '''and the appropriate right-click '''context menu '''is accessed and all associated commands operate as documented including gaining access to the '''Change Task/Milestone Properties '''form. OnePager 7.0, regardless of the setting of the '''Select associated text''' status of checked''' ON '''or checked''' OFF''', permits you to '''right-click '''on any previously selected task bar or '''task bar name label '''and accesses any of the '''context menu '''commands.
 
With the '''Select associated text''' checkbox''' '''checked '''ON''', a left-click on any task bar selects the task bar '''and''' its '''task bar name label '''as shown in the above illustration. When the task bar and '''task bar name label '''are selected in the above example, '''ALL''' '''Icons''' on the '''Home '''ribbon tool bar tab that are applicable to '''editing''' task bars and '''task bar name label '''are '''enabled'''.  The applicable control groups are:  '''Editing''', '''Settings''', '''Font''', '''Format''', and '''Label Position'''.  The '''Alignment''' control group is only '''enabled''' if there is an option available to '''re-align''' the '''text '''for selected '''task bar name labels''', for example, when the '''task bar name label''' is placed in a '''Comment Box'''. Checking the '''Select associated text''' checkbox''' ON '''makes the OnePager 7.0 behavior relative to left-clicking of task bars or '''task bar name label '''operate the same as left-clicking only the task bar in previous versions of OnePager. You can '''right-click '''on either the '''task bar''' or '''task bar name label '''and the appropriate right-click '''context menu '''is accessed and all associated commands operate as documented including gaining access to the '''Change Task/Milestone Properties '''form. OnePager 7.0, regardless of the setting of the '''Select associated text''' status of checked''' ON '''or checked''' OFF''', permits you to '''right-click '''on any previously selected task bar or '''task bar name label '''and accesses any of the '''context menu '''commands.
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<center>'''Chart Properties Form - Task Bars Tab'''</center>
 
<center>'''Chart Properties Form - Task Bars Tab'''</center>
<center>[[File:P70-9_7_1_1-(7)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(11)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(7)-05272020.png</center>-->
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<!--<center>X70-9_7_1_2-(11)-09032020.png</center>-->
  
 
<center>'''Chart Properties Form - Milestones Tab'''</center>
 
<center>'''Chart Properties Form - Milestones Tab'''</center>
<center>[[File:P70-9_7_1_1-(8-1)-09022020.png]]</center>
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<center>[[File:X70-9_7_1_2-(12-1)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(8-1)-09022020.png</center>-->
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<!--<center>X70-9_7_1_2-(12-1)-09032020.png</center>-->
  
 
===The Set Label Properties Form===
 
===The Set Label Properties Form===
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Each of the '''Chart Properties '''form’s tabs shown above have a '''Decorations''' control group with a '''Task Labels '''or '''Milestone Labels '''checkbox and an associated '''Task Bars Label Properties''' and '''Milestone Label Properties '''button. Clicking either of these buttons accesses the '''Set Label Properties '''form for either the '''Task Bar’s Name Labels '''or the '''Milestone Symbol’s Name Label''' as shown below:
 
Each of the '''Chart Properties '''form’s tabs shown above have a '''Decorations''' control group with a '''Task Labels '''or '''Milestone Labels '''checkbox and an associated '''Task Bars Label Properties''' and '''Milestone Label Properties '''button. Clicking either of these buttons accesses the '''Set Label Properties '''form for either the '''Task Bar’s Name Labels '''or the '''Milestone Symbol’s Name Label''' as shown below:
  
<center>[[File:P70-9_7_1_1-(9)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(13)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(9)-05272020.png</center>-->
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<!--<center>X70-9_7_1_2-(13)-09032020.png</center>-->
  
 
The '''Set Label Properties '''form, shown above, contains the '''global '''controls for '''formatting '''the '''task bar/milestone symbol’s text properties''' plus the '''global '''controls for the '''Smart Text Optimization '''feature which are explained further on in this article. Please note that the '''default setting '''for the '''Enable Smart Labeling for task/milestone labels '''checkbox is checked '''ON''' and the '''default Escape Path '''(also explained further on) is '''Wrap text up to 2 lines with Highest Priority'''. The '''default setting '''for the '''Re-optimizing After Updates: '''feature''' '''is '''Re-optimize changed tasks'''. In this context the term “changed tasks” means any task name and other properties '''imported''' from your '''source plan''' as part of an '''UPDATE''' workflow in a '''Replacement mode'''.
 
The '''Set Label Properties '''form, shown above, contains the '''global '''controls for '''formatting '''the '''task bar/milestone symbol’s text properties''' plus the '''global '''controls for the '''Smart Text Optimization '''feature which are explained further on in this article. Please note that the '''default setting '''for the '''Enable Smart Labeling for task/milestone labels '''checkbox is checked '''ON''' and the '''default Escape Path '''(also explained further on) is '''Wrap text up to 2 lines with Highest Priority'''. The '''default setting '''for the '''Re-optimizing After Updates: '''feature''' '''is '''Re-optimize changed tasks'''. In this context the term “changed tasks” means any task name and other properties '''imported''' from your '''source plan''' as part of an '''UPDATE''' workflow in a '''Replacement mode'''.
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By '''Escape Paths''', we mean the '''actions''' that OnePager 7.0 automatically takes when the software detects '''task bar name collision situation''' or when you '''trigger''' the '''task bar name collision re-optimizing '''function manually. The phrase '''task bar name collision re-optimizing '''refers to the process, using settings under your control that calls upon the '''text collision avoidance algorithm''' to '''resolve''', as best it can, the '''task bar name collision situation'''. Since there are four (4) '''Escape Paths '''available, their priorities can be reset from the '''default''' settings established in OnePager version 7.0 distributed '''Template Properties''' forms and carried forward to your '''Chart Properties''' form when you '''create''', '''edit''', or '''update''' a chart. The controls for the feature are contained in the '''Template Properties''' and '''Chart Properties '''form’s '''Task Bars''' and '''Milestones '''tab’s '''Set Label Properties '''form accessed through the '''Task Bar Label Properties '''button as shown again here for the '''Template '''form:
 
By '''Escape Paths''', we mean the '''actions''' that OnePager 7.0 automatically takes when the software detects '''task bar name collision situation''' or when you '''trigger''' the '''task bar name collision re-optimizing '''function manually. The phrase '''task bar name collision re-optimizing '''refers to the process, using settings under your control that calls upon the '''text collision avoidance algorithm''' to '''resolve''', as best it can, the '''task bar name collision situation'''. Since there are four (4) '''Escape Paths '''available, their priorities can be reset from the '''default''' settings established in OnePager version 7.0 distributed '''Template Properties''' forms and carried forward to your '''Chart Properties''' form when you '''create''', '''edit''', or '''update''' a chart. The controls for the feature are contained in the '''Template Properties''' and '''Chart Properties '''form’s '''Task Bars''' and '''Milestones '''tab’s '''Set Label Properties '''form accessed through the '''Task Bar Label Properties '''button as shown again here for the '''Template '''form:
  
<center>[[File:P70-9_7_1_1-(10)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(14)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(10)-05272020.png</center>-->
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<!--<center>X70-9_7_1_2-(14)-09032020.png</center>-->
  
 
The controls highlighted in the illustration above are briefly discussed in the following sub-sections.  More detailed discussions and examples on using these controls are available in the '''Wiki articles''' referenced at the end of this article.
 
The controls highlighted in the illustration above are briefly discussed in the following sub-sections.  More detailed discussions and examples on using these controls are available in the '''Wiki articles''' referenced at the end of this article.
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The '''Wrap text up to Escape Path''' takes the '''task bar name label''' and creates lines of '''wrapped text''' up to the '''upper number of lines''' limit shown in the value window. Every attempt is made to '''wrap text''' such that the '''lines of wrapped text '''are approximately of equal length and are sized to the existing '''font size '''for the '''task bar name label '''involved. Depending on the '''Wrap text up to line default setting''' and '''font size''', '''wrapped text '''may extend above or below the '''row''' being occupied by the task bar.  This may require manual '''editing''' in '''row height''' or in the '''wrapped text’s font size'''. You have the option to '''unwrap text''' that is '''wrapped '''using this '''Escape Path''' by using a right-click to select the '''wrapped text''' and access the '''task bar name label '''right-click '''context menu''', shown below, and clicking the '''Unwrap text '''command:
 
The '''Wrap text up to Escape Path''' takes the '''task bar name label''' and creates lines of '''wrapped text''' up to the '''upper number of lines''' limit shown in the value window. Every attempt is made to '''wrap text''' such that the '''lines of wrapped text '''are approximately of equal length and are sized to the existing '''font size '''for the '''task bar name label '''involved. Depending on the '''Wrap text up to line default setting''' and '''font size''', '''wrapped text '''may extend above or below the '''row''' being occupied by the task bar.  This may require manual '''editing''' in '''row height''' or in the '''wrapped text’s font size'''. You have the option to '''unwrap text''' that is '''wrapped '''using this '''Escape Path''' by using a right-click to select the '''wrapped text''' and access the '''task bar name label '''right-click '''context menu''', shown below, and clicking the '''Unwrap text '''command:
  
<center>[[File:P70-9_7_1_1-(11-1)-009022020.png]]</center>
+
<center>[[File:X70-9_7_1_2-(15)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(11-1)-09022020.png</center>-->
+
<!--<center>X70-9_7_1_2-(15)-09032020.png</center>-->
  
 
When the '''Unwrap text '''command is used, the '''task bar name label '''is '''unwrapped in place''' and no other action is taken by OnePager. The '''Unwrap text''' command is only operable on '''task bar name labels''' that were previously '''wrapped''' by the '''text collision avoidance algorithm'''.  '''Task bar name labels''' that were manually '''wrapped '''via manual '''editing''' cannot be '''unwrapped '''with this command.  Rather, you must access the '''Edit text '''form for the selected '''wrapped task bar name label''' and remove the carriage returns shown in the form.
 
When the '''Unwrap text '''command is used, the '''task bar name label '''is '''unwrapped in place''' and no other action is taken by OnePager. The '''Unwrap text''' command is only operable on '''task bar name labels''' that were previously '''wrapped''' by the '''text collision avoidance algorithm'''.  '''Task bar name labels''' that were manually '''wrapped '''via manual '''editing''' cannot be '''unwrapped '''with this command.  Rather, you must access the '''Edit text '''form for the selected '''wrapped task bar name label''' and remove the carriage returns shown in the form.
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The '''Stairstep up to levels Escape Path''' is new in OnePager version 7.0 so some introduction to the concept is appropriate here. Creation of '''stairsteps''' where the '''levels default setting '''is set to one (1), places the '''stairstep''' '''immediately''' above or below the task bar in the adjacent '''row'''.  Depending on the '''font size''' setting, the '''task bar name label '''may extend further into adjacent '''rows''' above or below as shown here:
 
The '''Stairstep up to levels Escape Path''' is new in OnePager version 7.0 so some introduction to the concept is appropriate here. Creation of '''stairsteps''' where the '''levels default setting '''is set to one (1), places the '''stairstep''' '''immediately''' above or below the task bar in the adjacent '''row'''.  Depending on the '''font size''' setting, the '''task bar name label '''may extend further into adjacent '''rows''' above or below as shown here:
  
<center>[[File:P70-9_7_1_1-(12)-05272020.png]]</center>
+
<center>[[File:X70-9_7_1_2-(16)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(12)-05272020.png</center>-->
+
<!--<center>X70-9_7_1_2-(16)-09032020.png</center>-->
  
 
As indicated previously, '''stairsteps''' can be '''dragged''' '''and dropped''' to different positions in the chart the same way that '''Comment Boxes''' can be '''dragged and dropped'''.''' ''' A '''stairstep level value setting '''greater than one (1) tells the '''text collision avoidance algorithm''' that it can place '''stairsteps''' that number of '''“levels”''' (in terms of '''number of rows''') above or below the '''row '''containing the task bars being '''re-optimized'''.  As a further example, if the '''Stairsteps up to levels''' in the previous example were set to two (2), the chart might look like this:
 
As indicated previously, '''stairsteps''' can be '''dragged''' '''and dropped''' to different positions in the chart the same way that '''Comment Boxes''' can be '''dragged and dropped'''.''' ''' A '''stairstep level value setting '''greater than one (1) tells the '''text collision avoidance algorithm''' that it can place '''stairsteps''' that number of '''“levels”''' (in terms of '''number of rows''') above or below the '''row '''containing the task bars being '''re-optimized'''.  As a further example, if the '''Stairsteps up to levels''' in the previous example were set to two (2), the chart might look like this:
  
<center>[[File:P70-9_7_1_1-(13)-05272020.png]]</center>
+
<center>[[File:X70-9_7_1_2-(17)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(13)-05272020.png</center>-->
+
<!--<center>X70-9_7_1_2-(17)-09032020.png</center>-->
  
 
The '''text collision avoidance algorithm '''may or may not need to use all the '''“levels”''' allowed for resolving the '''task bar name label collision situation'''.  The '''text collision avoidance algorithm''' knows that it is permitted to use up to the specified number of '''“levels” '''and stops using the method when it’s done the best to minimize '''task bar name label collisions'''. The '''text collision avoidance algorithm''' does not go to the next lower priority '''Escape Path''' if the method it is currently using provides the minimum in '''task bar name label collision avoidance'''.
 
The '''text collision avoidance algorithm '''may or may not need to use all the '''“levels”''' allowed for resolving the '''task bar name label collision situation'''.  The '''text collision avoidance algorithm''' knows that it is permitted to use up to the specified number of '''“levels” '''and stops using the method when it’s done the best to minimize '''task bar name label collisions'''. The '''text collision avoidance algorithm''' does not go to the next lower priority '''Escape Path''' if the method it is currently using provides the minimum in '''task bar name label collision avoidance'''.
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When more than one '''Escape Path''' is '''enabled''', the '''Priority''' selection windows to the far right of each '''enabled''' '''Escape Path''' are '''enabled''' as well and you can use these '''Priority '''selection windows to control the application of the '''Escape Path''' to the '''task bar name collision situations''' present in your chart.  The options available permit you to specify the '''priority ordering''' you want OnePager to follow, '''first through fourth''', when applying the '''text collision avoidance algorithm''' for '''enabled''' '''Escape Paths'''.  The dropdown options for the '''Priority '''selection windows look like this:
 
When more than one '''Escape Path''' is '''enabled''', the '''Priority''' selection windows to the far right of each '''enabled''' '''Escape Path''' are '''enabled''' as well and you can use these '''Priority '''selection windows to control the application of the '''Escape Path''' to the '''task bar name collision situations''' present in your chart.  The options available permit you to specify the '''priority ordering''' you want OnePager to follow, '''first through fourth''', when applying the '''text collision avoidance algorithm''' for '''enabled''' '''Escape Paths'''.  The dropdown options for the '''Priority '''selection windows look like this:
  
<center>[[File:P70-9_7_1_1-(14)-05272020.png]]</center>
+
<center>[[File:X70-9_7_1_2-(18)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(14)-05272020.png</center>-->
+
<!--<center>X70-9_7_1_2-(18)-09032020.png</center>-->
  
 
OnePager logically lets you set only one '''priority''' per '''Escape Path''', so you must decide the value to use for each of the four '''Escape Paths '''from '''Highest''' to '''Lowest''' and in between.  This may require some experimentation as charts differ with '''source plan''' input data, '''Template Properties '''form choice, chart '''layout '''parameters, and '''editing''' actions taken after the chart is '''created''' or subsequently '''updated'''.  Once determined, the '''Priority '''settings and their respective '''limits '''should remain acceptable for snapshots '''created''' from the same updated '''source plan''' and '''Template Properties '''form combination.
 
OnePager logically lets you set only one '''priority''' per '''Escape Path''', so you must decide the value to use for each of the four '''Escape Paths '''from '''Highest''' to '''Lowest''' and in between.  This may require some experimentation as charts differ with '''source plan''' input data, '''Template Properties '''form choice, chart '''layout '''parameters, and '''editing''' actions taken after the chart is '''created''' or subsequently '''updated'''.  Once determined, the '''Priority '''settings and their respective '''limits '''should remain acceptable for snapshots '''created''' from the same updated '''source plan''' and '''Template Properties '''form combination.
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===Starting Chart for Example===
 
===Starting Chart for Example===
  
For the purpose of expanding on the discussion of the '''automatic operation '''of the '''Smart Text Optimization '''feature, it is useful to have a chart that we can use as a starting position for examples. A typical OnePager Pro 7.0 chart looks like this when shown inside the '''Chart Editor''':
+
For the purpose of expanding on the discussion of the '''automatic operation '''of the '''Smart Text Optimization '''feature, it is useful to have a chart that we can use as a starting position for examples. A typical OnePager Express 7.0 chart looks like this when shown inside the '''Chart Editor''':
  
<center>[[File:P70-9_7_1_1-(15-1)-09022020.png]]</center>
+
<center>[[File:X70-9_7_1_2-(19)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(15-1)-09022020.png</center>-->
+
<!--<center>X70-9_7_1_2-(19)-09032020.png</center>-->
  
The use of the '''Best fit all directions''' in the above chart positions the '''task bar name labels '''so they do not extend outside the '''graph '''nor do they '''overlap''' into adjoining '''rows'''. The above chart is shown with three '''swimlane levels''' and their respective '''swimlane level cells''' and two '''text columns''' with their respective '''text column cells''' Since the '''Smart Text Optimization '''feature is turned '''ON''' in distributed OnePager version 7.0 '''Template Properties '''forms, '''Smart Text Optimization '''occurs '''automatically''' when certain circumstances exist as described below: ''' '''
+
The use of the '''Best fit all directions''' in the above chart positions the '''task bar name labels '''so they do not extend outside the '''graph '''nor do they '''overlap''' into adjoining '''rows'''. The above chart is shown with three '''swimlane levels''' and their respective '''swimlane level cells''' and two '''text columns''' with their respective '''text column cells'''. Since the '''Smart Text Optimization '''feature is turned '''ON''' in distributed OnePager version 7.0 '''Template Properties '''forms, '''Smart Text Optimization '''occurs '''automatically''' when certain circumstances exist as described below: ''' '''
  
 
===Creating New Charts ===
 
===Creating New Charts ===
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===Updating an Existing Chart/Snapshot===
 
===Updating an Existing Chart/Snapshot===
  
When '''UPDATING '''an existing chart using any of the '''Replacement modes''' for snapshots and the '''Smart Text Optimization '''feature is turned '''ON''',''' '''OnePager looks at '''all''' task bars and '''all''' '''task bar name labels''' to assure that '''task bar name label collision situations''' are minimized. An example includes '''adding''' task bars to the chart as part of the '''UPDATE'''.  When new tasks are added to the '''source plan''' and the changed '''source plan''' is the '''imported''' for the '''UPDATE''', OnePager '''triggers''' the '''automatic Smart Text Optimization '''process. You have control over how OnePager’s '''text collision avoidance algorithm '''operates when '''UPDATES''' to a chart are being processed. At the bottom of the '''Set Label Properties '''form there is a sub-control group called '''Re-optimizing After Update:''' with a dropdown menu of options shown below:
+
When '''UPDATING '''an existing chart using any of the '''Replacement modes''' for snapshots and the '''Smart Text Optimization '''feature is turned '''ON''',''' '''OnePager looks at '''all''' task bars and '''all''' '''task bar name labels''' to assure that '''task bar name label collision situations''' are minimized. An example includes '''adding''' task bars to the chart as part of the '''UPDATE'''.  When new tasks are added to the '''source plan''' and the changed '''source plan''' is the '''imported''' for the '''UPDATE''', OnePager '''triggers''' the '''automatic Smart Text Optimization '''process. You have control over how OnePager’s '''text collision avoidance algorithm '''operates when '''UPDATES''' to a chart are being processed. At the bottom of the '''Set Label Properties '''form there is a sub-control group called '''Re-optimizing After Update:''' with a dropdown menu of options shown below:
  
<center>[[File:P70-9_7_1_1-(16)-05272020.png]]</center>
+
<center>[[File:X70-9_7_1_2-(20)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(16)-05272020.png</center>-->
+
<!--<center>X70-9_7_1_2-(20)-09032020.png</center>-->
  
The dropdown list has three (3) options that permit you to '''“specialize”''' how the '''text collision avoidance algorithm '''considers tasks from the '''source plan''' for inclusion in the '''algorithm’s '''operation. The default setting is '''Re-optimize changed tasks''' which focuses attention on those task bars and '''task bar name labels''' that '''changed''' as a result of the '''UPDATE '''operation. The '''Re-optimize all tasks''' option focuses the '''algorithm’s '''operation''' '''on '''all''' task bars and '''task bar name labels''' in the snapshot regardless of whether a task bar''' '''or '''task bar name label''' has '''changed '''or not and  caused a '''task bar name label collision situation''' to occur as a result of the '''UPDATE''' operation.. Finally, the '''Do not re-optimize''' option, '''disables''' any '''automatic triggering''' of the '''text collision avoidance algorithm '''at the completion of the snapshot or chart '''UPDATE'''.
+
The dropdown list has three (3) options that permit you to '''“specialize”''' how the '''text collision avoidance algorithm '''considers tasks from the '''source plan''' for inclusion in the '''algorithm’s '''operation. The default setting is '''Re-optimize changed tasks''' which focuses attention on those task bars and '''task bar name labels''' that '''changed''' as a result of the '''UPDATE '''operation. The '''Re-optimize all tasks''' option focuses the '''algorithm’s '''operation''' '''on '''all''' task bars and '''task bar name labels''' in the snapshot regardless of whether a task bar''' '''or '''task bar name label''' has '''changed '''or not and  caused a '''task bar name label collision situation''' to occur as a result of the '''UPDATE''' operation. Finally, the '''Do not re-optimize''' option, '''disables''' any '''automatic triggering''' of the '''text collision avoidance algorithm '''at the completion of the snapshot or chart '''UPDATE'''.
  
 
====Making Global Changes in the Chart Properties Form Potentially Impacting Task Bar Name Label Displays====
 
====Making Global Changes in the Chart Properties Form Potentially Impacting Task Bar Name Label Displays====
  
When you '''edit''' the chart '''globally''' using the '''Chart Properties '''form, changes that you make with respect to '''task bar properties''' and '''task bar name label properties''' can lead to '''task bar name label collisions''' in the chart once these '''global changes''' are '''applied'''. Not all such changes cause '''task bar name label collision situations'''; but OnePager makes an '''automatic''' check for such '''task bar name label collisions''' when the '''Chart Properties '''form’s '''Apply''' or '''OK '''buttons is clicked. Here are some of the '''global changes''' made in the '''Chart Properties '''form that '''trigger '''the '''text collision avoidance algorithm automatically''':
+
When you '''edit''' the chart '''globally''' using the '''Chart Properties '''form, changes that you make with respect to '''task bar properties''' and '''task bar name label properties''' can lead to '''task bar name label collisions''' in the chart once these '''global changes''' are '''applied'''. Not all such changes cause '''task bar name label collision situations'''; but OnePager makes an '''automatic''' check for such '''task bar name label collisions''' when the '''Chart Properties '''form’s '''Apply''' or '''OK '''buttons is clicked.
 +
 
 +
Here are some of the '''global changes''' made in the '''Chart Properties '''form that '''trigger '''the '''text collision avoidance algorithm automatically''':
  
 
:* Turning '''task bar name labels ON''' in the chart if they are '''OFF '''before or turning '''task bar name labels OFF''' if they are previously '''ON'''.
 
:* Turning '''task bar name labels ON''' in the chart if they are '''OFF '''before or turning '''task bar name labels OFF''' if they are previously '''ON'''.
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:* Changing the chart’s '''Start '''or '''Finish Dates''' when '''task bar name labels''' for task bars are located close to the '''graph’s''' left or right '''borders'''.
 
:* Changing the chart’s '''Start '''or '''Finish Dates''' when '''task bar name labels''' for task bars are located close to the '''graph’s''' left or right '''borders'''.
  
It should be noted that the '''automatic text collision avoidance algorithm '''is '''not triggered''' after you '''drag and drop''' task bars up and down in the chart.  Although these manual '''drag and drop '''operations are likely to cause '''task bar name label collision situations''', OnePager does '''not trigger''' the '''algorithm''' '''automatically'''.  Rather, at your discretion, you can access the task bar or '''task bar name label '''right-click '''context menu''' after selecting the task bars involved and click the '''Re-optimize text collisions '''command. Changes to milestone symbols, their '''properties''', and '''decorations''' are included when the term task bars is used in the above list. As mentioned earlier, not all the '''global '''changes referenced in the list above cause changes to be made in the chart with respect to '''task bar name label collisions'''.  These '''global edits''' have the '''potential '''to make changes in the chart; therefore, they all '''trigger''' an '''automatic '''examination of all task bars for '''collision situations'''.
+
It should be noted that the '''automatic text collision avoidance algorithm '''is '''not triggered''' after you '''drag and drop''' task bars up and down in the chart.  Although these manual '''drag and drop '''operations are likely to cause '''task bar name label collision situations''', OnePager does '''not trigger''' the '''algorithm''' '''automatically'''.  Rather, at your discretion, you can access the task bar or '''task bar name label '''right-click '''context menu''' after selecting the task bars involved and click the '''Re-optimize text collisions '''command. Changes to milestone symbols, their '''properties''', and '''decorations''' are included when the term task bars is used in the above list.
 +
 
 +
As mentioned earlier, not all the '''global '''changes referenced in the list above cause changes to be made in the chart with respect to '''task bar name label collisions'''.  These '''global edits''' have the '''potential '''to make changes in the chart; therefore, they all '''trigger''' an '''automatic '''examination of all task bars for '''collision situations'''.
  
 
====Use Caution When Making Edits to Task Bar Name Label Positions====
 
====Use Caution When Making Edits to Task Bar Name Label Positions====
  
'''Warning: Editing''' a chart by '''manually repositioning task bars and their task bar name labels''' into '''rows''' '''above''' or '''below''' their original '''row position''' can cause unexpected results. For example, accessing the '''Set Label Properties '''form shown above and changing '''Label position window setting''' to '''Best fit above/below''', '''Best fit''' '''above''' or '''Best fit below''' '''triggers''' the '''text collision avoidance algorithm '''producing results that may not be acceptable because '''task bar name labels '''are likely to '''overlay''' task bars that are present in adjoining '''rows'''. Looking at the above chart shown in the OnePager Pro 7.0 '''Chart Editor '''and using a distributed '''Template Properties''' form, making a '''global editing''' change to the '''Label positions''' from the '''default''' setting of '''Best fit all directions''' to '''Best fit above''', results in this configuration of '''re-optimized task bar name labels''':
+
'''Warning: Editing''' a chart by '''manually repositioning task bars and their task bar name labels''' into '''rows''' '''above''' or '''below''' their original '''row position''' can cause unexpected results. For example, accessing the '''Set Label Properties '''form shown above and changing '''Label position window setting''' to '''Best fit above/below''', '''Best fit''' '''above''' or '''Best fit below''' '''triggers''' the '''text collision avoidance algorithm '''producing results that may not be acceptable because '''task bar name labels '''are likely to '''overlay''' task bars that are present in adjoining '''rows'''.
 +
 
 +
Looking at the above chart shown in the OnePager Express 7.0 '''Chart Editor '''and using a distributed '''Template Properties''' form, making a '''global editing''' change to the '''Label positions''' from the '''default''' setting of '''Best fit all directions''' to '''Best fit above''', results in this configuration of '''re-optimized task bar name labels''':
  
<center>[[File:P70-9_7_1_1-(17)-05272020.png]]</center>
+
<center>[[File:X70-9_7_1_2-(21)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(17)-05272020.png</center>-->
+
<!--<center>X70-9_7_1_2-(21)-09032020.png</center>-->
  
 
You can see that the '''text collision avoidance algorithm '''does its best to '''avoid tasks bar name label collisions '''in the above results but there is perhaps a need to make some manual '''task bar name label positioning''', '''font properties''', and '''text wrapping''' adjustments. As with '''Best fit all directions''', the '''Best fit above/below''' option includes the '''Fit inside taskbar''' option. '''Warning:''' Please note that performing '''task bar name label re-optimization''' just below the '''time axis '''or just above the chart’s '''footers''' may result in '''repositioned task bar name labels overlapping''' the '''time axis''' or the chart’s '''footers'''.
 
You can see that the '''text collision avoidance algorithm '''does its best to '''avoid tasks bar name label collisions '''in the above results but there is perhaps a need to make some manual '''task bar name label positioning''', '''font properties''', and '''text wrapping''' adjustments. As with '''Best fit all directions''', the '''Best fit above/below''' option includes the '''Fit inside taskbar''' option. '''Warning:''' Please note that performing '''task bar name label re-optimization''' just below the '''time axis '''or just above the chart’s '''footers''' may result in '''repositioned task bar name labels overlapping''' the '''time axis''' or the chart’s '''footers'''.
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====Overview Example====
 
====Overview Example====
  
A '''new''', '''updated''', or '''edited''' chart can have their '''task bar name labels overlap''' as shown in the extreme example below where every '''swimlane '''with more than one '''row '''has their respective task bars '''dragged and dropped '''into one '''row''':
+
A '''new''', '''updated''', or '''edited''' chart can have their '''task bar name labels overlap''' as shown in the extreme example below where every '''Left#2 swimlane '''with more than one '''row '''has their respective task bars '''dragged and dropped '''into one '''row''':
  
<center>[[File:P70-9_7_1_1-(18)-05272020.png]]</center>
+
<center>[[File:X70-9_7_1_2-(22)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(18)-05272020.png</center>-->
+
<!--<center>X70-9_7_1_2-(22)-09032020.png</center>-->
  
'''Task bar name labels '''can be moved to more visible locations by individually selecting the''' task bar name label '''and using the '''Label Position '''dropdown menu controls the OnePager '''Home '''ribbon tool bar tab.  This process is a bit tedious. The '''Smart Text Optimization '''feature provides a means for you to let OnePager 7.0 change the '''task bar name''' '''label positions''' for the above chart''' '''in a few simple steps.  Additionally, when the '''Smart Text Optimization '''feature is turned '''ON''', OnePager 7.0 automatically considers '''task bar name collisions''' after you perform an '''UPDATE''' operation such as '''Replace a snapshot''' and '''re-optimizes '''the '''task bar name label '''under your control.  
+
'''Task bar name labels '''can be moved to more visible locations by individually selecting the''' task bar name label '''and using the '''Label Position '''dropdown menu controls the OnePager '''Home '''ribbon tool bar tab.  This process is a bit tedious. The '''Smart Text Optimization '''feature provides a means for you to let OnePager 7.0 change the '''task bar name''' '''label positions''' for the above chart''' '''in a few simple steps.  Additionally, when the '''Smart Text Optimization '''feature is turned '''ON''', OnePager 7.0 automatically considers '''task bar name collisions''' after you perform an '''UPDATE''' operation such as '''Replace a snapshot''' and '''re-optimizes '''the '''task bar name label '''under your control.
  
 
The step-by-step process is explained in the Wiki articles at: [[Task Labels for OnePager Pro for Version 7.0 | Task Labels for OnePager Pro]] <!--10.15.1-70--> and [[Task Labels for OnePager Express for Version 7.0 | Task  Bar Name Labels for OnePager Express]] <!--10.16.1-70-->
 
The step-by-step process is explained in the Wiki articles at: [[Task Labels for OnePager Pro for Version 7.0 | Task Labels for OnePager Pro]] <!--10.15.1-70--> and [[Task Labels for OnePager Express for Version 7.0 | Task  Bar Name Labels for OnePager Express]] <!--10.16.1-70-->
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Using the illustration above as the starting point, when the '''Smart Text Optimization '''feature is applied to this chart and some '''drag and drop''' '''editing''' is done, the results look like this:
 
Using the illustration above as the starting point, when the '''Smart Text Optimization '''feature is applied to this chart and some '''drag and drop''' '''editing''' is done, the results look like this:
  
<center>[[File:P70-9_7_1_1-(19)-05272020.png]]</center>
+
<center>[[File:X70-9_7_1_2-(23)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(19)-05272020.png</center>-->
+
<!--<center>X70-9_7_1_2-(23)-09032020.png</center>-->
  
Recall that the '''highest priority''' '''Escape Path''' set from the current '''Template Properties '''form and conveyed into the '''Chart Properties '''form for the above chart is '''Wrap text up to two (2) lines'''. As shown above, in the four '''swimlanes''' involved in the '''re-optimization''', the '''Wrap text up to Escape Path '''is primarily used. Also note, that where space is available the '''algorithm''' places '''re-optimized task bar name labels''' in those available positions to minimize further '''collision situations'''. In the top-most '''swimlane '''where a set of four task bars are represented in one color as a '''“ribbon like shape”''', one might select the '''MERLIN Subcontractor Selection task bar name label''' and, using the '''Label Position''' dropdown list on the '''Home '''ribbon tool bar tab, change it to a '''Comment Box''' to remove the '''overlay''' on the adjoining '''task bar name label'''.  This result is shown here:
+
Recall that the '''highest priority''' '''Escape Path''' set from the current '''Template Properties '''form and conveyed into the '''Chart Properties '''form for the above chart is '''Wrap text up to two (2) lines'''.   As shown above, in the four '''swimlanes''' involved in the '''re-optimization''', the '''Wrap text up to Escape Path '''is primarily used. Also note, that where space is available the '''algorithm''' places '''re-optimized task bar name labels''' in those available positions to minimize further '''collision situations'''. In the top-most '''swimlane '''where a set of four task bars are represented in one color as a '''“ribbon like shape”''', one might select the '''Project Charter Approved task bar name label''' and, using the '''Label Position''' dropdown list on the '''Home '''ribbon tool bar tab, change it to a '''Comment Box''' to remove the '''overlay''' on the adjoining '''task bar name label'''.  This result is shown here:
  
<center>[[File:P70-9_7_1_1-(20)-05272020.png]]</center>
+
<center>[[File:X70-9_7_1_2-(24)-09032020.png]]</center>
<!--<center>P70-9_7_1_1-(20)-05272020.png</center>-->
+
<!--<center>X70-9_7_1_2-(24)-09032020.png</center>-->
  
 
==Smart Text Optimization Manual Editing in the Chart Editor==
 
==Smart Text Optimization Manual Editing in the Chart Editor==
  
Before discussing the specifics of manual '''editing''' in the '''Chart Editor''' with respect to the '''Smart Text Optimization '''feature, we recommend that you review the information related to '''task bar''' and '''task bar name label '''left-click and right-click operations in the '''graph '''found at this sub-section: [[Resolving Task Bar Name Label Collisions for OnePager Pro for Version 7.0#Selecting Task Bars and Task Labels in OnePager Pro Version 7.0 | Selecting Task Bars and Task Labels in OnePager Pro Version 7.0]] <!--9.7.1.1-70-->
+
Before discussing the specifics of manual '''editing''' in the '''Chart Editor''' with respect to the '''Smart Text Optimization '''feature, we recommend that you review the information related to '''task bar''' and '''task bar name label '''left-click and right-click operations in the '''graph '''found at this sub-section: [[Resolving Task Bar Name Label Collisions for OnePager Express for Version 7.0#Selecting Task Bars and Task Labels in OnePager Express Version 7.0 | Selecting Task Bars and Task Labels in OnePager Express Version 7.0]] <!--9.7.1.2-70-->  
  
===New Label Position Options Added to OnePager Pro 7.0===
+
===New Label Position Options Added to OnePager Express 7.0===
  
 
Additionally, before taking the in depth look at the time saving '''editing''' capabilities of the '''Smart Text Optimization '''feature, it is beneficial to first examine the '''new text position options''' added in OnePager 7.0. We added three (3) new '''Label Position '''options to the '''Label Position '''control group found on the OnePager 7.0 '''Home '''tool bar tab in the '''Positions''' control group as shown in the illustration below:
 
Additionally, before taking the in depth look at the time saving '''editing''' capabilities of the '''Smart Text Optimization '''feature, it is beneficial to first examine the '''new text position options''' added in OnePager 7.0. We added three (3) new '''Label Position '''options to the '''Label Position '''control group found on the OnePager 7.0 '''Home '''tool bar tab in the '''Positions''' control group as shown in the illustration below:
  
<center>[[File:P70-9_7_1_1-(21)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(25)-09032020.png]]</center>
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The '''Label Position '''dropdown list applies to all '''labels''' showing in the '''graph''' if selected.  These include '''task bar name labels''', '''start/finish date labels''' for task bars, and '''percent complete values'''. From the above illustration, the '''Label Positions '''control group on the OnePager 7.0 '''Home '''ribbon tool bar tab is '''redesigned''' as shown above to make the options more visible and readable. '''Best fit above/below '''tells OnePager 7.0 to examine the possibility of positioning the '''task bar name label '''for the selected task bar '''Above, Below, or Inside''' the task bar, which ever minimizes any potential '''task bar name label collisions'''. '''Best fit all directions''' tells OnePager to consider the possibility of positioning the '''task bar name label '''for the selected task bar '''Above''',''' Below''',''' Left''', '''Right, or Inside''' the task bar again to minimize any potential '''task bar name collisions'''. The '''Legacy best fit''' is '''enabled''' when a chart is '''imported''' from a previous version of OnePager and '''task bar name label positions '''are '''imported''' from that previous version. The remaining options in the above list are carried forward from previous versions of OnePager Pro and Express.  
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The '''Label Position '''dropdown list applies to all '''labels''' showing in the '''graph''' if selected.  These include '''task bar name labels''', '''start/finish date labels''' for task bars, and '''percent complete values'''. From the above illustration, the '''Label Positions '''control group on the OnePager 7.0 '''Home '''ribbon tool bar tab is '''redesigned''' as shown above to make the options more visible and readable.
  
For more information on the '''positioning of task bar name labels''', please see the article at: [[Task Labels for OnePager Pro for Version 7.0 | Task Labels for OnePager Pro]] <!--10.15.1-70-->
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:* '''Best fit above/below '''tells OnePager 7.0 to examine the possibility of positioning the '''task bar name label '''for the selected task bar '''Above, Below, or Inside''' the task bar, which ever minimizes any potential '''task bar name label collisions'''.
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:* '''Best fit all directions''' tells OnePager to consider the possibility of positioning the '''task bar name label '''for the selected task bar '''Above''',''' Below''',''' Left''', '''Right, or Inside''' the task bar again to minimize any potential '''task bar name collisions'''.
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:* The '''Legacy best fit''' is '''enabled''' when a chart is '''imported''' from a previous version of OnePager and '''task bar name label positions '''are '''imported''' from that previous version.
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:* The remaining options in the above list are carried forward from previous versions of OnePager Pro and Express.
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:* For more information on the '''positioning of task bar name labels''', please see the article at: [[Task Labels for OnePager Express for Version 7.0 | Task Labels for OnePager Express]] <!--10.16.1-70-->
  
The '''default''' '''Label Position option '''distributed in all '''Template Properties''' forms for OnePager version 7.0 is the '''Best fit all directions'''.  This option permits the '''text collision avoidance algorithm '''to operate at its peak efficiency when it is called upon to resolve '''task bar name label collision situations'''. As a reminder, '''task bar name label collision avoidance''' only applies to the '''task bar name labels '''associated with task bars.  Other '''text '''such as task bar '''percent complete values''' and task bar '''start/finish dates''' are not considered by the '''text collision avoidance algorithm'''. Additionally, the '''text collision avoidance algorithm''' does not operate on other task bar '''decorations''' such as '''Baselines''', '''Endpoints''', '''Deadline dates''', and '''Critical Path values'''.
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The '''default''' '''Label Position option '''distributed in all '''Template Properties''' forms for OnePager version 7.0 is the '''Best fit all directions'''.  This option permits the '''text collision avoidance algorithm '''to operate at its peak efficiency when it is called upon to resolve '''task bar name label collision situations'''. As a reminder, '''task bar name label collision avoidance''' only applies to the '''task bar name labels '''associated with task bars.   
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Other '''text '''such as task bar '''percent complete values''' and task bar '''start/finish dates''' are not considered by the '''text collision avoidance algorithm'''. Additionally, the '''text collision avoidance algorithm''' does not operate on other task bar '''decorations''' such as '''Baselines''', '''Endpoints''', '''Deadline dates''', and '''Critical Path values'''.
  
 
==The Task Bar and Task Bar Name Label Right-Click Context Menus and Commands==
 
==The Task Bar and Task Bar Name Label Right-Click Context Menus and Commands==
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===Task Bar and Task Bar Name Label Left-Click Selection Rules===
 
===Task Bar and Task Bar Name Label Left-Click Selection Rules===
  
Left-click selection rules for task bars and '''task bar name labels '''for OnePager Pro 7.0 are covered in this sub-section above:  [[Resolving Task Bar Name Label Collisions for OnePager Pro for Version 7.0#Selecting Task Bars and Task Labels in OnePager Pro Version 7.0 | Selecting Task Bars and Task Labels in OnePager Pro Version 7.0]] <!--9.7.1.1-70-->
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Left-click selection rules for task bars and '''task bar name labels '''for OnePager Version 7.0 are covered in this sub-section above:  [[Resolving Task Bar Name Label Collisions for OnePager Express for Version 7.0#Selecting Task Bars and Task Labels in OnePager Express Version 7.0 | Selecting Task Bars and Task Labels in OnePager Express Version 7.0]] <!--9.7.1.2-70-->
  
 
===Task Bar and Task Bar Name Label Right-Click Context Menus===
 
===Task Bar and Task Bar Name Label Right-Click Context Menus===
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A right-click on a task bar accesses a '''context menu''' with commands that are associated with '''edits''' to the task bar and the '''task bar name label''' as shown below:
 
A right-click on a task bar accesses a '''context menu''' with commands that are associated with '''edits''' to the task bar and the '''task bar name label''' as shown below:
  
<center>[[File:P70-9_7_1_1-(22-1)-09022020.png]]</center>
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<center>[[File:X70-9_7_1_2-(1)-09032020.png]]</center>
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A right-click on a '''task bar name label''' accesses a specific '''context menu''' with commands that are primarily for '''edits''' to the '''task bar name label '''as shown here:
 
A right-click on a '''task bar name label''' accesses a specific '''context menu''' with commands that are primarily for '''edits''' to the '''task bar name label '''as shown here:
  
<center>[[File:P70-9_7_1_1-(23)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(2)-09032020.png]]</center>
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Both right-click '''context menus '''have commands that allow the '''editing '''of '''task bar name labels''' and for '''re-optimizing text collisions'''.
 
Both right-click '''context menus '''have commands that allow the '''editing '''of '''task bar name labels''' and for '''re-optimizing text collisions'''.
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The '''task bar''' right-click '''context menu''' has eight (8) commands grouped into four sections as shown below:
 
The '''task bar''' right-click '''context menu''' has eight (8) commands grouped into four sections as shown below:
  
<center>[[File:P70-9_7_1_1-(22-1)-09022020.png]]</center>
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<center>[[File:X70-9_7_1_2-(1)-09032020.png]]</center>
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The '''Format… '''commands accesses the '''Change Task/Milestone Properties '''form at the '''Format '''tab as shown below:
 
The '''Format… '''commands accesses the '''Change Task/Milestone Properties '''form at the '''Format '''tab as shown below:
  
<center>[[File:P70-9_7_1_1-(24)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(26)-09032020.png]]</center>
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The '''Comment …''' command accesses the '''Create or edit comment box '''form where you can '''add''' or '''edit''' a '''comment box''' associated with the task bar.  For more information on '''Comment Boxes''', please see the article at:  [[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]] <!--13.0.1-70-->
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The '''Comment …''' command accesses the '''Create or edit comment box '''form where you can '''add''' or '''edit''' a '''comment box''' associated with the task bar.   
  
The '''Edit task bar name … '''command accesses the standard '''Edit text''' form where you can '''edit''' the '''task bar name label'''. The '''Re-optimize text collisions''' command is specific to managing '''task bar name label collision situations''' in the chart. You have the capability to call upon the '''text collision avoidance algorithm''' from the '''task bar''' right-click '''context menu''' by clicking the '''re-optimize text collisions '''command as shown above. When the '''Re-optimize text collisions '''command is '''enabled''' in the '''context menu''', it means that the '''algorithm''' is available. When the '''Re-optimize text collisions '''command is '''disabled''' in the '''context menu''', it means that the feature and its '''Escape Paths''' are '''OFF'''. You can also call upon the '''text collision avoidance algorithm''' from the '''task bar name label''' right-click '''context menu''' by clicking it’s '''re-optimize text collisions '''command.  
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For more information on '''Comment Boxes''', please see the article at:  [[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]] <!--13.0.1-70-->
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The '''Edit task bar name … '''command accesses the standard '''Edit text''' form where you can '''edit''' the '''task bar name label'''.  
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The '''Re-optimize text collisions''' command is specific to managing '''task bar name label collision situations''' in the chart. You have the capability to call upon the '''text collision avoidance algorithm''' from the '''task bar''' right-click '''context menu''' by clicking the '''re-optimize text collisions '''command as shown above. When the '''Re-optimize text collisions '''command is '''enabled''' in the '''context menu''', it means that the '''algorithm''' is available. When the '''Re-optimize text collisions '''command is '''disabled''' in the '''context menu''', it means that the feature and its '''Escape Paths''' are '''OFF'''. You can also call upon the '''text collision avoidance algorithm''' from the '''task bar name label''' right-click '''context menu''' by clicking it’s '''re-optimize text collisions '''command.
  
 
The '''Unwrap text '''command is also specifically related to '''unwrapping task bar name labels''' that were '''wrapped''' as part of the action of the '''text collision avoidance algorithm'''. You have the option to '''unwrap text''' that is '''wrapped '''using a right-click to select the task bar with '''wrapped text''' or access the '''task bar name label '''right-click '''context menu '''and clicking the '''Unwrap text '''command. When the '''Unwrap text '''command is used, the '''task bar name label '''is '''unwrapped in place''' and no other action is taken. The '''Unwrap text''' command is only operable on '''task bar name labels''' that were previously '''wrapped''' by the '''text collision avoidance algorithm'''.  '''Task bar name labels''' that were manually '''wrapped '''via manual '''edits''' cannot be '''unwrapped '''with this command.  Rather, you must access the '''Edit text '''form for the selected '''wrapped task bar name label''' and remove the carriage returns shown in the form.
 
The '''Unwrap text '''command is also specifically related to '''unwrapping task bar name labels''' that were '''wrapped''' as part of the action of the '''text collision avoidance algorithm'''. You have the option to '''unwrap text''' that is '''wrapped '''using a right-click to select the task bar with '''wrapped text''' or access the '''task bar name label '''right-click '''context menu '''and clicking the '''Unwrap text '''command. When the '''Unwrap text '''command is used, the '''task bar name label '''is '''unwrapped in place''' and no other action is taken. The '''Unwrap text''' command is only operable on '''task bar name labels''' that were previously '''wrapped''' by the '''text collision avoidance algorithm'''.  '''Task bar name labels''' that were manually '''wrapped '''via manual '''edits''' cannot be '''unwrapped '''with this command.  Rather, you must access the '''Edit text '''form for the selected '''wrapped task bar name label''' and remove the carriage returns shown in the form.
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The '''task bar name label''' right-click '''context menu''' has four (4) commands grouped into two sections as shown below:
 
The '''task bar name label''' right-click '''context menu''' has four (4) commands grouped into two sections as shown below:
  
<center>[[File:P70-9_7_1_1-(23)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(2)-09032020.png]]</center>
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<!--<center>X70-9_7_1_2-(2)-09032020.png</center>-->
  
The '''Edit task name … '''command accesses the standard '''Edit text''' form where you can '''edit''' the '''task bar name label'''. The '''Re-optimize text collisions''' command is specific to managing '''task bar name label collision situations''' in the chart. You have the capability to call upon the '''text collision avoidance algorithm''' from the '''task bar''' right-click '''context menu''' by clicking the '''re-optimize text collisions '''command as shown above. When the '''Re-optimize text collisions '''command is '''enabled''' in the '''context menu''', it means that the '''algorithm''' is available. When the '''Re-optimize text collisions '''command is '''disabled''' in the '''context menu''', it means that the feature and its '''Escape Paths''' are '''OFF'''. You can also call upon the '''text collision avoidance algorithm''' from the '''task bar''' right-click '''context menu''' by clicking it’s '''re-optimize text collisions '''command.
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The '''Edit task name … '''command accesses the standard '''Edit text''' form where you can '''edit''' the '''task bar name label'''. The '''Re-optimize text collisions''' command is specific to managing '''task bar name label collision situations''' in the chart.  
  
The '''Unwrap text '''command is also specifically related to '''unwrapping task bar name labels''' that were '''wrapped''' as part of the action of the '''text collision avoidance algorithm'''. You have the option to '''unwrap text''' that is '''wrapped '''using a right-click to select the task bar with '''wrapped text''' or access the '''task bar name label '''right-click '''context menu '''and clicking the '''Unwrap text '''command. When the '''Unwrap text '''command is used, the '''task bar name label '''is '''unwrapped in place''' and no other action is taken. The '''Unwrap text''' command is only operable on '''task bar name labels''' that were previously '''wrapped''' by the '''text collision avoidance algorithm'''.  '''Task bar name labels''' that were manually '''wrapped '''via manual '''edits''' cannot be '''unwrapped '''with this command.   Rather, you must access the '''Edit text '''form for the selected '''wrapped task bar name label''' and remove the carriage returns shown in the form.
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The you have the capability to call upon the '''text collision avoidance algorithm''' from the '''task bar''' right-click '''context menu''' by clicking the '''re-optimize text collisions '''command as shown above. When the '''Re-optimize text collisions '''command is '''enabled''' in the '''context menu''', it means that the '''algorithm''' is available. When the '''Re-optimize text collisions '''command is '''disabled''' in the '''context menu''', it means that the feature and its '''Escape Paths''' are '''OFF'''. You can also call upon the '''text collision avoidance algorithm''' from the '''task bar''' right-click '''context menu''' by clicking it’s '''re-optimize text collisions '''command.
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The '''Unwrap text '''command is also specifically related to '''unwrapping task bar name labels''' that were '''wrapped''' as part of the action of the '''text collision avoidance algorithm'''. You have the option to '''unwrap text''' that is '''wrapped '''using a right-click to select the task bar with '''wrapped text''' or access the '''task bar name label '''right-click '''context menu '''and clicking the '''Unwrap text '''command. When the '''Unwrap text '''command is used, the '''task bar name label '''is '''unwrapped in place''' and no other action is taken. The '''Unwrap text''' command is only operable on '''task bar name labels''' that were previously '''wrapped''' by the '''text collision avoidance algorithm'''.  '''Task bar name labels''' that were manually '''wrapped '''via manual '''edits''' cannot be '''unwrapped '''with this command. Rather, you must access the '''Edit text '''form for the selected '''wrapped task bar name label''' and remove the carriage returns shown in the form.
  
 
The '''Format… '''commands accesses the '''Change Task/Milestone Properties '''form at the '''Task Bar '''tab as shown below:
 
The '''Format… '''commands accesses the '''Change Task/Milestone Properties '''form at the '''Task Bar '''tab as shown below:
  
<center>[[File:P70-9_7_1_1-(24)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(26)-09032020.png]]</center>
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==Resolving Task Bar Name Label Collisions - Examples==
 
==Resolving Task Bar Name Label Collisions - Examples==
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====First Example: Moving Task Bars to Different Rows====
 
====First Example: Moving Task Bars to Different Rows====
  
As a first example, suppose we take a '''Gantt layout''' chart as used before in this '''Wiki''' and move some task bars to other '''rows''' to create '''task bar name label collision situations'''.  We’ll then use OnePager manually to '''resolve''' these '''situations''' for us. Starting with the BlueGrass Project Plan Report – Pro Gantt Chart, all task bars occupy their own '''rows''' as shown here:
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As a first example, suppose we take a '''Gantt layout''' chart as used before in this '''Wiki''' and move some task bars to other '''rows''' to create '''task bar name label collision situations'''.  We’ll then use OnePager manually to '''resolve''' these '''situations''' for us. Starting with the BlueGrass Project Plan Report – Express Gantt Chart, all task bars occupy their own '''rows''' as shown here:
  
<center>[[File:P70-9_7_1_1-(18)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(27)-09042020.png]]</center>
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<!--<center>X70-9_7_1_2-(27)-09042020.png</center>-->
  
 
Now suppose we move task bars to different '''rows''' such that within each major '''swimlane level''' Teams 1 and 2 are together and the Subcontractors are together as shown below:
 
Now suppose we move task bars to different '''rows''' such that within each major '''swimlane level''' Teams 1 and 2 are together and the Subcontractors are together as shown below:
  
<center>[[File:P70-9_7_1_1-(25)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(28)-09042020.png]]</center>
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<!--<center>X70-9_7_1_2-(28)-09042020.png</center>-->
  
 
Although some task bars are '''hidden behind others''', we can see in the above illustration where there are '''task bar name label collision situations'''. To resolve these, select the '''Task/Milestones''' option for convenience using the '''Select All '''dropdown list to select the '''Tasks/Milestones '''option in the '''Editing '''control group of the '''Home '''ribbon tool bar tab as shown here:
 
Although some task bars are '''hidden behind others''', we can see in the above illustration where there are '''task bar name label collision situations'''. To resolve these, select the '''Task/Milestones''' option for convenience using the '''Select All '''dropdown list to select the '''Tasks/Milestones '''option in the '''Editing '''control group of the '''Home '''ribbon tool bar tab as shown here:
  
<center>[[File:P70-9_7_1_1-(35)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(29)-09042020.png]]</center>
<!--<center>P70-9_7_1_1-(35)-05272020.png</center>-->
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<!--<center>X70-9_7_1_2-(29)-09042020.png</center>-->
  
 
Next, right-click on one of the selected task bars to access the '''task bar''' right-click '''context menu''' and click the '''Re-optimize text collisions''' command. When the operation is finished the chart looks like this after we selected all the task bars and highlighted those situations previously in '''collision '''so that the completed '''re-optimization '''can be seen clearly:
 
Next, right-click on one of the selected task bars to access the '''task bar''' right-click '''context menu''' and click the '''Re-optimize text collisions''' command. When the operation is finished the chart looks like this after we selected all the task bars and highlighted those situations previously in '''collision '''so that the completed '''re-optimization '''can be seen clearly:
  
<center>[[File:P70-9_7_1_1-(26)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(30)-09042020.png]]</center>
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<!--<center>X70-9_7_1_2-(30)-09042020.png</center>-->
  
 
Comparing the before '''re-optimization '''with the after indicates that the '''text collision avoidance algorithm '''placed the '''colliding task bar name labels''' in positions where they are: (1) clearly associated with their task bar and (2) readable without '''overlapping''' other task bars or '''task bar name labels''' nor outside the '''boundaries of the graph'''. Since the '''highest priority Escape Path '''(the default) is '''Wrap text up to 2 lines''', it can be seen that the '''algorithm '''favored that '''Escape Path'''. At this point in the example, you can make changes to '''task bar name label positions''' by selecting them and using the '''Label Position '''dropdown list on the '''Home '''ribbon tool bar tab to '''reposition '''any '''task bar name label'''.
 
Comparing the before '''re-optimization '''with the after indicates that the '''text collision avoidance algorithm '''placed the '''colliding task bar name labels''' in positions where they are: (1) clearly associated with their task bar and (2) readable without '''overlapping''' other task bars or '''task bar name labels''' nor outside the '''boundaries of the graph'''. Since the '''highest priority Escape Path '''(the default) is '''Wrap text up to 2 lines''', it can be seen that the '''algorithm '''favored that '''Escape Path'''. At this point in the example, you can make changes to '''task bar name label positions''' by selecting them and using the '''Label Position '''dropdown list on the '''Home '''ribbon tool bar tab to '''reposition '''any '''task bar name label'''.
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====Second Example: Changing the Default Escape Path to Stairstep ====
 
====Second Example: Changing the Default Escape Path to Stairstep ====
  
Now suppose for the second example, we start with the same starting chart as in the first example shown here:
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Now suppose for the second example, we start with a chart that has '''all''' the '''Medium Risk '''task bars/milestone symbols moved to the top-most '''Left#2 Medium Risk swimlane '''and placed in the '''Team 1 row''' as shown below:
  
<center>[[File:P70-9_7_1_1-(25)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(28-1)-09042020.png]]</center>
<!--<center>P70-9_7_1_1-(25)-05272020.png</center>-->
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<!--<center>X70-9_7_1_2-(28-1)-09042020.png</center>-->
  
Where the '''highest priority Escape Path''' in the first example was '''Wrap up to 2 lines''', in this example we’ll change the '''highest priority Escape Path '''to '''Stairstep''' by accessing the '''Set label properties '''form and changing it as shown below:
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Granted this is an extreme task bar configuration but it’s intended to demonstrate the '''Stairstep Escape Path'''. Where the '''highest priority Escape Path''' in the first example was '''Wrap up to 2 lines''', in this example we’ll change the '''highest priority Escape Path '''to '''Stairstep''' by accessing the '''Set label properties '''form and changing it as shown below:
  
<center>[[File:P70-9_7_1_1-(27)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(31)-09042020.png]]</center>
<!--<center>P70-9_7_1_1-(27)-05272020.png</center>-->
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<!--<center>X70-9_7_1_2-(31)-09042020.png</center>-->
  
After changing the '''Escape Path priority''', if we go ahead and make the task bar '''row '''changes as before, we get this view of the chart:
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To resolve the '''task bar name label collision situation''' with a '''different Escape Path''', we first select all task bars and milestone symbols as we did in the first example, right-click on one selected task bar to access the task bar right-click '''context menu''', and click the '''Re-optimize text collisions '''command.  When this is done the chart looks like this:
  
<center>[[File:P70-9_7_1_1-(25)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(32)-09042020.png]]</center>
<!--<center>P70-9_7_1_1-(25)-05272020.png</center>-->
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<!--<center>X70-9_7_1_2-(32)-09042020.png</center>-->
 
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To resolve the '''task bar name label collision situation''' with a '''different Escape Path''', we first select all task bars and milestone symbols as we did in the first example, right-click on one selected task bar to access the task bar right-click '''context menu''', and click the '''Re-optimize text collisions '''command. 
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When this is done the chart looks like this:
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<center>[[File:P70-9_7_1_1-(28)-05272020.png]]</center>
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<!--<center>P70-9_7_1_1-(28)-05272020.png</center>-->
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Although the '''Stairstep''' is the '''highest priority Escape Path''', the '''algorithm''', did not resort to its exclusive use because the '''algorithm '''detected that there was sufficient space for '''unwrapped task bar name labels''' to be '''repositioned''' to more conventional orientations around their task bar.  In fact, we did a minor '''drag and drop''' of the two '''Stairsteps''' in the above illustration to better position them.
 
Although the '''Stairstep''' is the '''highest priority Escape Path''', the '''algorithm''', did not resort to its exclusive use because the '''algorithm '''detected that there was sufficient space for '''unwrapped task bar name labels''' to be '''repositioned''' to more conventional orientations around their task bar.  In fact, we did a minor '''drag and drop''' of the two '''Stairsteps''' in the above illustration to better position them.
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===Results of Task Bar Name Label Re-Optimization Actions When No Task Labels Are In Collision===
 
===Results of Task Bar Name Label Re-Optimization Actions When No Task Labels Are In Collision===
  
It is acceptable to '''right-click''' select only one task bar in a '''task bar name label collision '''situation when two or more task bars are involved and click the '''Re-optimize text collisions '''command as discussed above. The result of the '''re-optimization''' action is not determined by which task bar is '''right-clicked.''' '''Right-clicking''' on a single task bar or '''task bar name label '''and clicking the '''Re-optimize text collisions '''command has no effect when the single task bar with its '''task bar name label '''is '''NOT''' in a '''task bar name label collision situation'''. After this action, there is no visible change made in the '''graph''' that indicates that the action resulted in a change. To notify you of this, OnePager places a message in the '''status bar''' in the bottom right corner of the '''Chart Editor '''screen as shown below:
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It is acceptable to '''right-click''' select only one task bar in a '''task bar name label collision '''situation when two or more task bars are involved and click the '''Re-optimize text collisions '''command as discussed above. The result of the '''re-optimization''' action is not determined by which task bar is '''right-clicked.''' '''Right-clicking''' on a single task bar or '''task bar name label '''and clicking the '''Re-optimize text collisions '''command has no effect when the single task bar with its '''task bar name label '''is '''NOT''' in a '''task bar name label collision situation'''. After this action, there is no visible change made in the '''graph''' that indicates that the action resulted in a change. To notify you of this, OnePager places a message in the '''status bar''' in the bottom right corner of the '''Chart Editor '''screen as shown below:
  
<center>[[File:P70-9_7_1_1-(29)-05272020.png]]</center>
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<center>[[File:X70-9_7_1_2-(33)-09042020.png]]</center>
<!--<center>P70-9_7_1_1-(29)-05272020.png</center>-->
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<!--<center>X70-9_7_1_2-(33)-09042020.png</center>-->
  
 
==Related Topics==
 
==Related Topics==
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OnePager charts and '''Template Properties''' forms can be '''shared''' between multiple users regardless of the OnePager version involved. Charts and '''Template Properties '''form’s used in OnePager version 7.0 can be shared with users who are operating with previous versions of OnePager down through version 5.0 and vice versa. To do this, you must first '''save''' the chart (.TAM file), the '''Template Properties '''form (.TAT file), or both using the '''Save As '''function assuring that the '''Save as file type: '''that you select is the version of OnePager you desire to provide to another user. '''Saving''' a '''Template''' file (.TAT) using the '''Save as file type: '''drop down is shown below:
 
OnePager charts and '''Template Properties''' forms can be '''shared''' between multiple users regardless of the OnePager version involved. Charts and '''Template Properties '''form’s used in OnePager version 7.0 can be shared with users who are operating with previous versions of OnePager down through version 5.0 and vice versa. To do this, you must first '''save''' the chart (.TAM file), the '''Template Properties '''form (.TAT file), or both using the '''Save As '''function assuring that the '''Save as file type: '''that you select is the version of OnePager you desire to provide to another user. '''Saving''' a '''Template''' file (.TAT) using the '''Save as file type: '''drop down is shown below:
  
<center>[[File:P70-9_7_1_1-(30)-05272020.png]]</center>
+
<center>[[File:X70-9_7_1_2-(34)-09042020.png]]</center>
<!--<center>P70-9_7_1_1-(30)-05272020.png</center>-->
+
<!--<center>X70-9_7_1_2-(34)-09042020.png</center>-->
  
'''Template Properties '''forms and charts brought forward from earlier versions of OnePager into version 7.0 are '''automatically upgraded''' to the level of OnePager version 7.0 with respect to the '''Smart Text Optimization '''feature. '''Template Properties '''forms (.TAT files) from previous versions are brought forward with the '''Smart Text Optimization '''feature turned''' OFF'''.  If you desire to '''enable''' the feature, you need to make the checkbox changes in the '''Template Properties''' form. For charts (.TAM files) from previous versions, these too have the '''Smart Task Optimization '''feature turned''' OFF '''when accessed by as part of an '''UPDATE''' or '''OPEN''' operation.  Subsequently, you can always '''enable '''the '''Smart Task Optimization '''feature so that it is available for future '''updates''' or '''edits.''' With respect to global '''task bar name label positioning''', '''charts''' brought forward from earlier versions are configured in OnePager Pro and Express version 7.0 with a default '''task bar name label position '''of '''Legacy best fit'''. '''Saving''' a OnePager version 7.0 chart (.TAM file) back to a previous version of OnePager '''after''' the graph has undergone one or more '''re-optimizations '''of '''task bar name labels '''has no impact on the '''saved''' chart or .TAM file if it is '''subsequently''' '''updated''', '''edited''', or '''opened''' using a '''previous''' OnePager version. As a precaution, it is not recommended to '''save''' OnePager Pro version 7.0 charts (.TAM files) with '''task bar name labels re-optimized '''to previous versions of OnePager Pro. In a similar fashion '''saving''' a '''Template Properties '''form (.TAT file) back to a previous version of OnePager Pro can be done at any time.  Using OnePager version 7.0 '''Template Properties''' form''' '''with previous versions of OnePager has no impact on the '''creation''', '''editing''', or '''updating''' of chart produced in this way.
+
'''Template Properties '''forms and charts brought forward from earlier versions of OnePager into version 7.0 are '''automatically upgraded''' to the level of OnePager version 7.0 with respect to the '''Smart Text Optimization '''feature. '''Template Properties '''forms (.TAT files) from previous versions are brought forward with the '''Smart Text Optimization '''feature turned''' OFF'''.  If you desire to '''enable''' the feature, you need to make the checkbox changes in the '''Template Properties''' form.
 +
 
 +
For charts (.TAM files) from previous versions, these too have the '''Smart Task Optimization '''feature turned''' OFF '''when accessed by as part of an '''UPDATE''' or '''OPEN''' operation.  Subsequently, you can always '''enable '''the '''Smart Task Optimization '''feature so that it is available for future '''updates''' or '''edits.'''  
 +
 
 +
With respect to global '''task bar name label positioning''', '''charts''' brought forward from earlier versions are configured in OnePager Pro and Express version 7.0 with a default '''task bar name label position '''of '''Legacy best fit'''. '''Saving''' a OnePager version 7.0 chart (.TAM file) back to a previous version of OnePager '''after''' the graph has undergone one or more '''re-optimizations '''of '''task bar name labels '''has no impact on the '''saved''' chart or .TAM file if it is '''subsequently''' '''updated''', '''edited''', or '''opened''' using a '''previous''' OnePager version.  
 +
 
 +
As a precaution, it is not recommended to '''save''' OnePager Express version 7.0 charts (.TAM files) with '''task bar name labels re-optimized '''to previous versions of OnePager Express. In a similar fashion '''saving''' a '''Template Properties '''form (.TAT file) back to a previous version of OnePager Express can be done at any time.  Using OnePager version 7.0 '''Template Properties''' form''' '''with previous versions of OnePager has no impact on the '''creation''', '''editing''', or '''updating''' of chart produced in this way.
  
 
For more information on sharing charts and '''Template Properties '''forms between OnePager 7.0 and previous versions, please see these articles:  [[Sharing Charts for Version 7.0 (Portal) | Sharing Charts (Portal)]] <!--23.2.1-70--> and [[Sharing Charts with Older Versions of OnePager for Version 7.0 | Sharing Charts with Older Versions of OnePager]] <!--23.2.3.1-70-->
 
For more information on sharing charts and '''Template Properties '''forms between OnePager 7.0 and previous versions, please see these articles:  [[Sharing Charts for Version 7.0 (Portal) | Sharing Charts (Portal)]] <!--23.2.1-70--> and [[Sharing Charts with Older Versions of OnePager for Version 7.0 | Sharing Charts with Older Versions of OnePager]] <!--23.2.3.1-70-->
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===Some Helpful Tips and Hints When Using the Smart Text Optimization Feature===
 
===Some Helpful Tips and Hints When Using the Smart Text Optimization Feature===
  
The '''Smart Text Optimization '''is a new feature and can help experienced OnePager users expedite their chart '''editing''' when '''task bar name label collisions situations''' are encountered. For new users or infrequent users, you should be mindful that the '''Smart Text Optimization '''feature is turned''' ON '''in '''Template Properties '''forms distributed with OnePager version 7.0.   The '''Smart Text Optimization '''feature provides economies in '''editing task bar name labels '''when employed in project schedule presentations where there are '''periodic additions of snapshots''' to the chart or where there is a need to '''replace snapshots''' after '''source plan updates''' are made. Successful use of the '''Smart Text Optimization '''feature is dependent on taking some time to preview the feature’s '''default settings''' in your '''Template Properties''' forms for OnePager 7.0 to determine what '''settings''' best meet your needs.
+
The '''Smart Text Optimization '''is a new feature and can help experienced OnePager users expedite their chart '''editing''' when '''task bar name label collisions situations''' are encountered. For new users or infrequent users, you should be mindful that the '''Smart Text Optimization '''feature is turned''' ON '''in '''Template Properties '''forms distributed with OnePager version 7.0. The '''Smart Text Optimization '''feature provides economies in '''editing task bar name labels '''when employed in project schedule presentations where there are '''periodic additions of snapshots''' to the chart or where there is a need to '''replace snapshots''' after '''source plan updates''' are made. Successful use of the '''Smart Text Optimization '''feature is dependent on taking some time to preview the feature’s '''default settings''' in your '''Template Properties''' forms for OnePager 7.0 to determine what '''settings''' best meet your needs.
  
 
'''Template Properties '''forms carried forward from previous versions of OnePager to version 7.0 are not changed and the '''Smart Text Optimization '''feature is turned''' OFF'''.  However, the '''Legacy Best Fit position''' available for '''task bar name labels''' is changed to '''Best Fit All Directions''' (if the chart is in '''Timeline layout mode''') or '''Best Fit Left/Right''' (if the chart is in '''Gantt chart mode'''). For best results when you anticipate using the '''Smart Text Optimization '''feature for '''NEW''' or '''UPDATED''' charts, you should make sure your '''Template Properties '''and '''Chart Properties '''form’s '''Label Position '''settings for task bars and milestone symbols''' '''is set to the '''Best fit all directions''' option.
 
'''Template Properties '''forms carried forward from previous versions of OnePager to version 7.0 are not changed and the '''Smart Text Optimization '''feature is turned''' OFF'''.  However, the '''Legacy Best Fit position''' available for '''task bar name labels''' is changed to '''Best Fit All Directions''' (if the chart is in '''Timeline layout mode''') or '''Best Fit Left/Right''' (if the chart is in '''Gantt chart mode'''). For best results when you anticipate using the '''Smart Text Optimization '''feature for '''NEW''' or '''UPDATED''' charts, you should make sure your '''Template Properties '''and '''Chart Properties '''form’s '''Label Position '''settings for task bars and milestone symbols''' '''is set to the '''Best fit all directions''' option.
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:* There must be at least one task bar in the '''row''' where the '''task bar name label '''is in '''collision'''. In typical situations there are at least two task bars in the '''row''' the make up a '''task bar name label collision situation'''.
 
:* There must be at least one task bar in the '''row''' where the '''task bar name label '''is in '''collision'''. In typical situations there are at least two task bars in the '''row''' the make up a '''task bar name label collision situation'''.
:* In the case of '''re-optimization '''of '''task bar name labels''', all the task bars involved must be capable of being selected with a left-click or the use of the '''lasso'''.   
+
:* In the case of '''re-optimization '''of '''task bar name labels''', all the task bars involved must be capable of being selected with a left-click or the use of the '''lasso'''.   
 
:* In certain circumstances in OnePager it may be difficult to select a task bar if a '''task bar name label '''is superimposed inside the task bars or on the '''task bar name label '''is '''hidden''' at a deeper '''Z-level'''.  
 
:* In certain circumstances in OnePager it may be difficult to select a task bar if a '''task bar name label '''is superimposed inside the task bars or on the '''task bar name label '''is '''hidden''' at a deeper '''Z-level'''.  
 
:* For more information on '''Z-level ordering''', please see the article at: [[Order of Tasks/Milestones Decorations for Version 7.0 | Order of Tasks/Milestones Decorations]] <!--10.13.1-70-->
 
:* For more information on '''Z-level ordering''', please see the article at: [[Order of Tasks/Milestones Decorations for Version 7.0 | Order of Tasks/Milestones Decorations]] <!--10.13.1-70-->
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When '''automatic text collision avoidance algorithm '''is '''not automatically triggered''' from an '''UPDATE '''operation, you must right-click on one of the selected task bars involved in this action to access the '''task bar''' right-click '''context menu''' with the '''Re-optimize text collisions '''command. By '''automatic text collision avoidance not being automatically triggered''', we are referring to those situations where the '''Smart Text Optimization '''feature is turned '''OFF''' and you are performing an '''UPDATE''' to the chart. When you are purposely invoking the '''Smart Text Optimization '''feature, making a right-click on an already selected task bar that has '''task bar name label '''information superimposed over it may also pose some difficulty.
 
When '''automatic text collision avoidance algorithm '''is '''not automatically triggered''' from an '''UPDATE '''operation, you must right-click on one of the selected task bars involved in this action to access the '''task bar''' right-click '''context menu''' with the '''Re-optimize text collisions '''command. By '''automatic text collision avoidance not being automatically triggered''', we are referring to those situations where the '''Smart Text Optimization '''feature is turned '''OFF''' and you are performing an '''UPDATE''' to the chart. When you are purposely invoking the '''Smart Text Optimization '''feature, making a right-click on an already selected task bar that has '''task bar name label '''information superimposed over it may also pose some difficulty.
  
When the '''Smart Text Optimization '''feature is '''ON''', the '''text collision avoidance algorithm''' is used when '''NEW '''charts are created, when snapshots are '''ADDED''', or when a snapshot is '''REPLACED'''. '''Re-optimization of task bar name labels '''is a onetime operation.  Before '''triggering''' the '''text collision avoidance algorithm''', OnePager first attempts to see if reapplying the '''default Label Position''' setting removes the '''task bar name label collision avoidance situation'''.  In most cases the '''default Label Position '''setting is '''Best fit all directions'''. If this action is successful, no further actions are required and the process finishes.  If this action fails, the process moves forward to the '''full text collision avoidance algorithm'''.
+
When the '''Smart Text Optimization '''feature is '''ON''', the '''text collision avoidance algorithm''' is used when '''NEW '''charts are created, when snapshots are '''ADDED''', or when a snapshot is '''REPLACED'''. '''Re-optimization of task bar name labels '''is a onetime operation.  You should be aware of the following:
 +
 
 +
:* Before '''triggering''' the '''text collision avoidance algorithm''', OnePager first attempts to see if reapplying the '''default Label Position''' setting removes the '''task bar name label collision avoidance situation'''.   
 +
:* In most cases the '''default Label Position '''setting is '''Best fit all directions'''.  
 +
:* If this action is successful, no further actions are required and the process finishes.   
 +
:* If this action fails, the process moves forward to the '''full text collision avoidance algorithm'''.
  
The '''text collision avoidance algorithm '''produces a result that is intended to '''minimize''' the '''task bar name label collision situation'''.  However, you may need to reposition '''stairsteps''' with '''drag and drop''' actions to avoid them '''overlaying''' each other. If you '''drag and drop''' a set of task bars that have previously undergone '''task bar name label re-optimization''' and some '''drag and drop''' '''editing''', moving that set of task bars into a '''row''' that causes a new '''task bar name label collision situation''' requires you to '''trigger re-optimization '''again to include the task bars causing the new '''task bar name label collision situation'''. If you happen to attempt to '''trigger''' the '''re-optimization of task bar name labels '''on one or more task bars that are '''NOT '''involved with any '''task bar name label collisions''', the '''re-optimization''' does not make any changes to the chart that are noticeable.  When this happens check the lower right corner of the '''Chart Editor''', where OnePager posts the results of the last action taken in the '''OnePager status bar'''.  
+
The '''text collision avoidance algorithm '''produces a result that is intended to '''minimize''' the '''task bar name label collision situation'''.  However, you may need to reposition '''stairsteps''' with '''drag and drop''' actions to avoid them '''overlaying''' each other. If you '''drag and drop''' a set of task bars that have previously undergone '''task bar name label re-optimization''' and some '''drag and drop''' '''editing''', moving that set of task bars into a '''row''' that causes a new '''task bar name label collision situation''' requires you to '''trigger re-optimization '''again to include the task bars causing the new '''task bar name label collision situation'''. If you happen to attempt to '''trigger''' the '''re-optimization of task bar name labels '''on one or more task bars that are '''NOT '''involved with any '''task bar name label collisions''', the '''re-optimization''' does not make any changes to the chart that are noticeable.  When this happens check the lower right corner of the '''Chart Editor''', where OnePager posts the results of the last action taken in the '''OnePager status bar'''.
  
When the chart not only displays '''task bar name labels '''along with '''start/finish dates '''and '''percent complete values''', the application of the '''Re-optimize text collisions '''command only addresses '''resolving task bar name label collision situations'''. '''Start/finish dates''' and '''percent complete values''', if present in the '''graph''', are not included but can be impacted ('''overlaid or hidden''') by the results of the '''text collision avoidance algorithm'''.  
+
When the chart not only displays '''task bar name labels '''along with '''start/finish dates '''and '''percent complete values''', the application of the '''Re-optimize text collisions '''command only addresses '''resolving task bar name label collision situations'''. '''Start/finish dates''' and '''percent complete values''', if present in the '''graph''', are not included but can be impacted ('''overlaid or hidden''') by the results of the '''text collision avoidance algorithm'''.  
  
 
For more information on how to handle '''start/finish dates''' and '''percent complete values''', please see the section in this article at: [[Order of Tasks/Milestones Decorations for Version 7.0 | Order of Tasks/Milestones Decorations]] <!--10.13.1-70-->
 
For more information on how to handle '''start/finish dates''' and '''percent complete values''', please see the section in this article at: [[Order of Tasks/Milestones Decorations for Version 7.0 | Order of Tasks/Milestones Decorations]] <!--10.13.1-70-->
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[[Labeling Task/Milestone Dates for Version 7.0 (OnePager Express) | Labeling Task/Milestone Dates for OnePager Express]] <!--10.2.1-70-->
 
[[Labeling Task/Milestone Dates for Version 7.0 (OnePager Express) | Labeling Task/Milestone Dates for OnePager Express]] <!--10.2.1-70-->
  
[[Percent complete for Version 7.0 (OnePager Pro) | Percent complete for OnePager Pro]] <!--10.3.1-70-->
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[[Percent complete for Version 7.0 (OnePager Pro) | Percent complete for OnePager Pro]] <!--10.3.1-70v
  
 
[[Percent complete for Version 7.0 (OnePager Express) | Percent complete for OnePager Express]] <!--10.4.1-70-->
 
[[Percent complete for Version 7.0 (OnePager Express) | Percent complete for OnePager Express]] <!--10.4.1-70-->
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[[Sharing Charts with Older Versions of OnePager for Version 7.0 | Sharing Charts with Older Versions of OnePager]] <!--23.2.3.1-70-->
 
[[Sharing Charts with Older Versions of OnePager for Version 7.0 | Sharing Charts with Older Versions of OnePager]] <!--23.2.3.1-70-->
  
(9.7.1.1-70)
+
(9.7.1.2-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:Editing a Chart]]
 
[[Category:Editing a Chart]]
 
[[Category:Templates]]
 
[[Category:Templates]]
[[Category:OnePager Pro]]
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[[Category:OnePager Express]]

Revision as of 18:33, 12 January 2021

Contents

Overview

The purpose of this article is to provide you an organized and detailed description of the new Smart Text Optimization feature, its global controls, and manual editing controls. Additionally, this article describes the enhancements made to OnePager version 7.0 in support of this new feature.

There is also general information available about the Smart Text Optimization feature available in the article at: The Smart Text Optimization Feature

The Smart Text Optimization feature is an integral part of OnePager 7.0 and, as such, the feature is turned ON in all Template Properties forms distributed with the product. You have the option to turn the feature OFF, if desired, in the Template Properties form before creating a chart or in the Chart Properties form after chart creation. You also have the option to change the related default settings in either the Template Properties or Chart Properties forms whenever necessary.

The feature operates automatically, when turned ON, whenever you perform an UPDATE to a chart by adding a snapshot or updating a snapshot using any of the available Replace modes supported by OnePager Express. For example, if you change a tasks name in your source plan to a longer text string and perform a Replace All operation for a particular snapshot causing a task bar name label collision, OnePager automatically attempts to resolve the collision situation as part of this update workflow.

How OnePager Express 7.0 approaches and resolves the collision situation is covered in this article.

For more information on UPDATING OnePager charts, please see the articles at: Basic Workflows (Portal)

You also have the capability to utilize the Smart Text Optimization feature manually in the Chart Editor should task bar name label collisions occur as part of your chart editing. Commands are added to the task bar right-click context menu and the task bar name label right-click context menu to engage the text collision avoidance algorithm and resolve task bar name label collision situations. For example, a task bar name label collision situation may arise from moving a task bar from one row to another row. You can manually use the Smart Text Optimization feature to resolve the collision situation in the chart by clicking one context menu command or use the enhanced Label Position dropdown list on the OnePager Home ribbon tool bar tab to resolve the situation yourself. As mentioned above, you can change the priorities (default settings) used by the text collision avoidance algorithm in the Chart Properties form by accessing the Set Label Properties form from the Chart Properties form’s Task Bars or Milestones tab as discussed further in this article.

The following sub-sections of this article these topics:

  • Selection of task bars and task bar name labels in OnePager.
  • Global controls over the Smart Text Optimization feature.
  • Smart Text Optimization manual editing capabilities in the Chart Editor.
  • Other useful related topics.

Selecting Task Bars and Task Labels in OnePager Express Version 7.0

Selecting Task Bars versus Selecting Task Labels

Editing task bars and task bar name labels changed in OnePager version 7.0. With respect to left-click selection in OnePager 7.0, a left-click on the task bar selects and highlights only the task bar. A left-click on the task bar name label selects and highlights only the task bar name label. Right-clicking the task bar accesses only the task bar right-click context menu as shown below:

X70-9 7 1 2-(1)-09032020.png

For the task bar right-click context menu, the commands behave exactly the same as in previous versions of OnePager. However, there are additional commands provided for convenience:

  • The Re-optimize text collisions command is found in this context menu as well as in the task bar name label right-click context menu. This command activates the text collision avoidance algorithm when task bar name labels are in a collision situation and their task bars or task bar name labels are left-click selected.
  • The Unwrap text command is provided in this context menu and the task bar name label right-click context menu so you can make task bar name labels unwrapped that were wrapped as a result of a re-optimization. The Unwrap text command does not always make task bar name labels unwrapped that are manually wrapped.

Right-clicking on the task bar name label accesses only the task bar name label right-click context menu as shown below:

X70-9 7 1 2-(2)-09032020.png

For the task bar name label right-click context menu, there are four commands:

  • The Edit task name… command also accesses the Edit text form so you can edit the task bar name label for the selected task bar as you can in the task bar right-click context menu.
  • The Re-optimize text collisions command and the Unwrap text command are also provided in this right-click context menu. This command activates the text collision avoidance algorithm when task bar name labels are in a collision situation and their task bars or task bar name labels are left-click selected.
  • The Unwrap text command is provided in this context menu and the task bar right-click context menu so you can make task bar name labels unwrapped that were wrapped as a result of a re-optimization. The Unwrap text command does not always make task bar name labels unwrapped that are manually wrapped.
  • The Format… command accesses the Change Task/Milestone Properties form at the Task Label tab as you can in the task bar right-click context menu.

For more information on the Change Task/Milestone Properties form, please see the article at: Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)

Left-Click Selection Options in the Chart Editor

The default result of a left-click on a task bar in the graph using OnePager distributed Template Properties forms is for a left-click on a task bar to select both the task bar and the task bar name label. In this mode of operation, the task bar is selected along with the task bar name label. With both the task bar and task bar name label selected, a right-click actions on the task bar access the task bar right-click context menu that has command for both the task bar and the task bar name label. OnePager 7.0 provides a new control for you to separate the response that a left-click has on a task bar and its task bar name label.

In previous versions of OnePager, as discussed above, a single left-click on the task bar selects both the task bar and its corresponding task bar name label. This capability is retained in OnePager version 7.0 and a checkbox is provided so that you have the option to separate the left-click on a task bar from a left-click on a task bar name label. The control is called the Select associated text checkbox and is found in the Template Properties and Chart Properties form’s Advanced tab in the Display options control group as shown below for the Chart Properties form:

X70-9 7 1 2-(3)-09032020.png

If you mouse over this checkbox the following tool tip appears: When the task/milestone shape is selected, also select all text associated with the shape, including the task name, dates, and percent complete labels. As with all tool tips they are provided to assist you in determining what the control basically does.

Setting the Select associated text Checkbox OFF

As an example of the new option, the illustration below is a chart portion where there was a left-click on the task bar only when the Select associated text checkbox is checked OFF.

X70-9 7 1 2-(4)-09032020.png

Left-clicking the task bar only selects the task bar as shown above. This is a new feature. When the task bar is selected in the above example, only the Icons on the Home ribbon tool bar tab that are applicable to editing task bars are enabled. The applicable control groups are: Editing, Settings, Font, and Format. The Alignment and Label Position control groups are not enabled. The enabled Home ribbon tool bar tab is shown below:

X70-9 7 1 2-(5)-09032020.png

With the Select associated text checkbox checked OFF, left-clicks on any task bars does not result in the selection of the associated task bar name label font properties. In the illustration described above, where one or more task bars are left-clicked with the Select associated text checkbox checked OFF, you can right-click on any of the selected task bar, access its task bar right-click context menu, and use all the commands in the context menu as well as all the tabs available in the Change Task/Milestone Properties form accessed from the Format… command in the context menu as shown here:

X70-9 7 1 2-(6)-09032020.png

Additionally, you can access the Change Task/Milestone Properties form by clicking the Format… Icon on the Home ribbon tool bar tab shown below:

X70-9 7 1 2-(7)-09032020.png

With the Select associated text checkbox checked OFF, you can now separately select the task bar name label without selecting the task bar as shown below:

X70-9 7 1 2-(8)-09032020.png

When the task bar name label above is left-clicked when the Select associated text checkbox is checked OFF, only the task bar name label is shown selected. Additionally, the Icons on the Home ribbon tool bar tab that are applicable to editing task bar name labels are enabled. The applicable control groups are: Editing, Settings, Font, Format, and Label Position. The Alignment control group is not enabled. Further, where one or more task bar name labels are left-clicked with the Select associated text checkbox checked OFF, you can right-click on any of the selected task bar name labels, access its task bar name label right-click context menu, and use all the commands in the context menu as well as all the tabs available in the Change Task/Milestone Properties form accessed from the Format… command in the context menu as shown below:

X70-9 7 1 2-(9)-09032020.png

Additionally, you can access the Change Task/Milestone Properties form by clicking the Format… Icon on the Home tool bar tab.

Setting the Select associated text Checkbox ON

To complete the example, the illustration below is a chart portion where the Select associated text checkbox is checked ON, and the task bar is selected with a left-click:

X70-9 7 1 2-(10)-09032020.png

With the Select associated text checkbox checked ON, a left-click on any task bar selects the task bar and its task bar name label as shown in the above illustration. When the task bar and task bar name label are selected in the above example, ALL Icons on the Home ribbon tool bar tab that are applicable to editing task bars and task bar name label are enabled. The applicable control groups are: Editing, Settings, Font, Format, and Label Position. The Alignment control group is only enabled if there is an option available to re-align the text for selected task bar name labels, for example, when the task bar name label is placed in a Comment Box. Checking the Select associated text checkbox ON makes the OnePager 7.0 behavior relative to left-clicking of task bars or task bar name label operate the same as left-clicking only the task bar in previous versions of OnePager. You can right-click on either the task bar or task bar name label and the appropriate right-click context menu is accessed and all associated commands operate as documented including gaining access to the Change Task/Milestone Properties form. OnePager 7.0, regardless of the setting of the Select associated text status of checked ON or checked OFF, permits you to right-click on any previously selected task bar or task bar name label and accesses any of the context menu commands.

The Automatic Smart Text Optimization Feature

Template Properties and Chart Properties Form’s Task Bars and Milestone Tabs

The Task Bars and Milestones tabs of the Template Properties and Chart Properties forms are slightly changes in OnePager version 7.0. The two tabs in both forms are essentially the same between the Template Properties and Chart Properties forms so the illustrations used below are from the Chart Properties form. The Task Bars and Milestones tabs of the Chart Properties form are shown below:

Chart Properties Form - Task Bars Tab
X70-9 7 1 2-(11)-09032020.png
Chart Properties Form - Milestones Tab
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The Set Label Properties Form

Each of the Chart Properties form’s tabs shown above have a Decorations control group with a Task Labels or Milestone Labels checkbox and an associated Task Bars Label Properties and Milestone Label Properties button. Clicking either of these buttons accesses the Set Label Properties form for either the Task Bar’s Name Labels or the Milestone Symbol’s Name Label as shown below:

X70-9 7 1 2-(13)-09032020.png

The Set Label Properties form, shown above, contains the global controls for formatting the task bar/milestone symbol’s text properties plus the global controls for the Smart Text Optimization feature which are explained further on in this article. Please note that the default setting for the Enable Smart Labeling for task/milestone labels checkbox is checked ON and the default Escape Path (also explained further on) is Wrap text up to 2 lines with Highest Priority. The default setting for the Re-optimizing After Updates: feature is Re-optimize changed tasks. In this context the term “changed tasks” means any task name and other properties imported from your source plan as part of an UPDATE workflow in a Replacement mode.

Escape Paths Explained

By Escape Paths, we mean the actions that OnePager 7.0 automatically takes when the software detects task bar name collision situation or when you trigger the task bar name collision re-optimizing function manually. The phrase task bar name collision re-optimizing refers to the process, using settings under your control that calls upon the text collision avoidance algorithm to resolve, as best it can, the task bar name collision situation. Since there are four (4) Escape Paths available, their priorities can be reset from the default settings established in OnePager version 7.0 distributed Template Properties forms and carried forward to your Chart Properties form when you create, edit, or update a chart. The controls for the feature are contained in the Template Properties and Chart Properties form’s Task Bars and Milestones tab’s Set Label Properties form accessed through the Task Bar Label Properties button as shown again here for the Template form:

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The controls highlighted in the illustration above are briefly discussed in the following sub-sections. More detailed discussions and examples on using these controls are available in the Wiki articles referenced at the end of this article.

Enabling and Disabling the Smart Text Optimization Escape Paths

The Enable Smart Labeling for task/milestones labels checkbox enables or disables all the Escape Paths. As a convention, all Template Properties forms distributed with OnePager 7.0 have this checkbox checked ON. When the Escape Paths are enabled, the out of the box default setting for the four sets of checkboxes and their value selection windows in the Smart Labeling Settings control group have only the Wrap text up to checkbox checked ON or enabled as shown in the above illustration. Additionally, the Re-optimizing After Updates: selection window is enabled when the Enable Smart Labeling for task/milestones labels checkbox is checked ON and the default setting is Re-optimize changed tasks discussed below.

Escape Path Units Explained

To the right of each enable/disable checkbox in the Smart Labeling Settings control group in the Set Label Properties form above, there is a set of value windows. These value windows represent the maximum value used by the text collision avoidance algorithm as an upper limit on its actions for each Escape Path option. You can change these default settings to meet your needs and the value ranges for each Escape Path is described below. Most of these value units are self-explanatory but the following sub-sections describe each in the order shown in the Set Label Properties form.

Wrap Text Up to Line

The Wrap text up to Escape Path takes the task bar name label and creates lines of wrapped text up to the upper number of lines limit shown in the value window. Every attempt is made to wrap text such that the lines of wrapped text are approximately of equal length and are sized to the existing font size for the task bar name label involved. Depending on the Wrap text up to line default setting and font size, wrapped text may extend above or below the row being occupied by the task bar. This may require manual editing in row height or in the wrapped text’s font size. You have the option to unwrap text that is wrapped using this Escape Path by using a right-click to select the wrapped text and access the task bar name label right-click context menu, shown below, and clicking the Unwrap text command:

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When the Unwrap text command is used, the task bar name label is unwrapped in place and no other action is taken by OnePager. The Unwrap text command is only operable on task bar name labels that were previously wrapped by the text collision avoidance algorithm. Task bar name labels that were manually wrapped via manual editing cannot be unwrapped with this command. Rather, you must access the Edit text form for the selected wrapped task bar name label and remove the carriage returns shown in the form.

Stairsteps Up to Levels

The Stairstep up to levels Escape Path is new in OnePager version 7.0 so some introduction to the concept is appropriate here. Creation of stairsteps where the levels default setting is set to one (1), places the stairstep immediately above or below the task bar in the adjacent row. Depending on the font size setting, the task bar name label may extend further into adjacent rows above or below as shown here:

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As indicated previously, stairsteps can be dragged and dropped to different positions in the chart the same way that Comment Boxes can be dragged and dropped. A stairstep level value setting greater than one (1) tells the text collision avoidance algorithm that it can place stairsteps that number of “levels” (in terms of number of rows) above or below the row containing the task bars being re-optimized. As a further example, if the Stairsteps up to levels in the previous example were set to two (2), the chart might look like this:

X70-9 7 1 2-(17)-09032020.png

The text collision avoidance algorithm may or may not need to use all the “levels” allowed for resolving the task bar name label collision situation. The text collision avoidance algorithm knows that it is permitted to use up to the specified number of “levels” and stops using the method when it’s done the best to minimize task bar name label collisions. The text collision avoidance algorithm does not go to the next lower priority Escape Path if the method it is currently using provides the minimum in task bar name label collision avoidance.

Truncate Text to Characters

The Truncate Text to Characters is also new to OnePager version 7.0 and operates on the task bar name label in an intuitive manner. With the default setting of thirty (30) characters, the Truncate Text to Escape Path assures that the resulting re-optimized task bar name label is no more than 30 characters after this Escape Path is applied. For example, if the task bar name label happens to be 40 characters in length, the Truncate Text to Escape Path truncates the string to 29 characters and adds the “…” character making the total length of the re-optimized task bar name label 30 characters. The default setting of 30 characters is where the Truncate Text to Escape Path stops the process. Since information within the task bar name label is likely to be lost, this Escape Path is by default the lowest priority Escape Path.

Shrink Font By Up to Percent

The Shrink Font by Up to Percent is a new way of specifying the amount of shrinkage in the font size imposed on the text collision avoidance algorithm. This method of specifying is appropriate because you have the capability to maverick the font size on any task bar name label in the chart. The percent of shrinkage then becomes a common factor that is applied to any task bar name label font size encountered by the text collision avoidance algorithm. The application of a percentage unit for shrinking font text considers the following:

  • Typically in OnePager’s font size is measured in point sizes and is an integer number.
  • When the text collision avoidance algorithm determines that shrinking the font size is appropriate, it attempts to shrink the font size so that it fits into the available space and clear of any other task bar name label collision situations or the maximum shrink up to percentage is reached at which point the process stops.
  • The text collision avoidance algorithm always shrinks the font size by an integer factor rounding to the nearest integer as necessary.

For example, if the font size for a task bar name label before re-optimization is 14 point, after re-optimization with a shrink font by up to percentage of 75, the maximum font size result is 4 point (14 point minus {14 points time 0.75} is 3.5 point or rounded to 4).

Smart Text Optimization Feature Control Settings

With the information provided so far, you have the capability to establish your own text collision avoidance algorithm priorities and limit value settings for each Escape Path. The four checkboxes in the Set Label Properties form's Smart Labeling Setting control group allow you to turn ON or OFF each of the Escape Paths available for fixing or avoiding text collisions. The four (4) Escape Paths have maxima, minima, and default settings as described below:

Wrap Text Maxima, Minima, and Default Settings

When the Wrap text up to method is enabled, the maximum number of lines you want OnePager 7.0 to use is 99. The minimum number of lines is 2 which is also the default setting in distributed Template Properties forms.

Stair Step Maxima, Minima, and Default Settings

When the Stairsteps up to method is enabled, the maximum number of levels or rows (above or below) is 99. The minimum number of levels is 1 which is also the default setting level is 1 in distributed Template Properties forms.

Truncate Text Maxima, Minima, and Default Settings

When the Truncate text to method is enabled, the maximum number of characters in the task bar name label you want OnePager to display before discarding the remaining characters to the right is 99. The minimum number of characters is 1. The default setting in distributed Template Properties forms is set to 30.

Shrink Font Up to Maxima, Minima, and Default Settings

When the Shrink font up to method is enabled, the percentage of shrinkage you want to allow OnePager to shrink the font size of the original task bar name label to fit into the allowable space is 99 percent. The minimum percent value is 1 percent and the default setting in distributed Template Properties forms is set to 75 percent.

Escape Path Processing

All four (4) Escape Paths error check the limits entered into the range of settings in the accompanying numeric value window. Below are the error checks that are made and the values inserted if error entries are found:

  • Negative values (-1 and less) are changed to a value of one (1) in three of the four Escape Paths.
  • Zero (0) values are changed to a value of one (1) in three of the four Escape Paths.
  • The maximum value is ninety-nine (99) and any value inserted above 99 is changed back to 99 for all four Escape Paths.
  • For the Wrap text up to Escape Path, the lower limit is two (2) and the upper limit is 99.

When more than one Escape Path is enabled, the Priority selection windows to the far right of each enabled Escape Path are enabled as well and you can use these Priority selection windows to control the application of the Escape Path to the task bar name collision situations present in your chart. The options available permit you to specify the priority ordering you want OnePager to follow, first through fourth, when applying the text collision avoidance algorithm for enabled Escape Paths. The dropdown options for the Priority selection windows look like this:

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OnePager logically lets you set only one priority per Escape Path, so you must decide the value to use for each of the four Escape Paths from Highest to Lowest and in between. This may require some experimentation as charts differ with source plan input data, Template Properties form choice, chart layout parameters, and editing actions taken after the chart is created or subsequently updated. Once determined, the Priority settings and their respective limits should remain acceptable for snapshots created from the same updated source plan and Template Properties form combination.

Example of Automatic Smart Text Optimization

Starting Chart for Example

For the purpose of expanding on the discussion of the automatic operation of the Smart Text Optimization feature, it is useful to have a chart that we can use as a starting position for examples. A typical OnePager Express 7.0 chart looks like this when shown inside the Chart Editor:

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The use of the Best fit all directions in the above chart positions the task bar name labels so they do not extend outside the graph nor do they overlap into adjoining rows. The above chart is shown with three swimlane levels and their respective swimlane level cells and two text columns with their respective text column cells. Since the Smart Text Optimization feature is turned ON in distributed OnePager version 7.0 Template Properties forms, Smart Text Optimization occurs automatically when certain circumstances exist as described below:

Creating New Charts

OnePager triggers the automatic Smart Text Optimization process when you create a NEW chart with more than one task bar in a row (timeline layout) since there is a possibility that task bar name labels collide. When a NEW chart is created, OnePager looks at all task bars and all task bar name labels to assure that task bar name label collision situations are minimized.

Updating an Existing Chart/Snapshot

When UPDATING an existing chart using any of the Replacement modes for snapshots and the Smart Text Optimization feature is turned ON, OnePager looks at all task bars and all task bar name labels to assure that task bar name label collision situations are minimized. An example includes adding task bars to the chart as part of the UPDATE. When new tasks are added to the source plan and the changed source plan is the imported for the UPDATE, OnePager triggers the automatic Smart Text Optimization process. You have control over how OnePager’s text collision avoidance algorithm operates when UPDATES to a chart are being processed. At the bottom of the Set Label Properties form there is a sub-control group called Re-optimizing After Update: with a dropdown menu of options shown below:

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The dropdown list has three (3) options that permit you to “specialize” how the text collision avoidance algorithm considers tasks from the source plan for inclusion in the algorithm’s operation. The default setting is Re-optimize changed tasks which focuses attention on those task bars and task bar name labels that changed as a result of the UPDATE operation. The Re-optimize all tasks option focuses the algorithm’s operation on all task bars and task bar name labels in the snapshot regardless of whether a task bar or task bar name label has changed or not and caused a task bar name label collision situation to occur as a result of the UPDATE operation. Finally, the Do not re-optimize option, disables any automatic triggering of the text collision avoidance algorithm at the completion of the snapshot or chart UPDATE.

Making Global Changes in the Chart Properties Form Potentially Impacting Task Bar Name Label Displays

When you edit the chart globally using the Chart Properties form, changes that you make with respect to task bar properties and task bar name label properties can lead to task bar name label collisions in the chart once these global changes are applied. Not all such changes cause task bar name label collision situations; but OnePager makes an automatic check for such task bar name label collisions when the Chart Properties form’s Apply or OK buttons is clicked.

Here are some of the global changes made in the Chart Properties form that trigger the text collision avoidance algorithm automatically:

  • Turning task bar name labels ON in the chart if they are OFF before or turning task bar name labels OFF if they are previously ON.
  • Changing the Font size globally of all task bar name labels in the chart (this includes milestone symbol name labels).
  • Changing the Task Layout setting in the Chart Properties form’s Rows/Swimlanes tab’s Task Layout control group from Gantt chart to Timeline or vice versa.
  • Changing the source plan field name used to collect tasks into rows.
  • Changing other task bar name label font properties such as color or font type.
  • Changing the height of task bars in terms of absolute height or in terms of percentage of row height.
  • Changing the relative positions globally of the task bar name label, start/finish dates, percent complete values relative to the task bars.
  • Changing the date format for start/finish dates displayed for all task bars.
  • Changing the alignment of task bar name labels globally (e.g., left-justified, right-justified, centered) for certain task bar name label positions relative the all task bars.
  • Changing the enabled or disabled Escape Paths in the Set Label Properties form.
  • Changing the chart’s Start or Finish Dates when task bar name labels for task bars are located close to the graph’s left or right borders.

It should be noted that the automatic text collision avoidance algorithm is not triggered after you drag and drop task bars up and down in the chart. Although these manual drag and drop operations are likely to cause task bar name label collision situations, OnePager does not trigger the algorithm automatically. Rather, at your discretion, you can access the task bar or task bar name label right-click context menu after selecting the task bars involved and click the Re-optimize text collisions command. Changes to milestone symbols, their properties, and decorations are included when the term task bars is used in the above list.

As mentioned earlier, not all the global changes referenced in the list above cause changes to be made in the chart with respect to task bar name label collisions. These global edits have the potential to make changes in the chart; therefore, they all trigger an automatic examination of all task bars for collision situations.

Use Caution When Making Edits to Task Bar Name Label Positions

Warning: Editing a chart by manually repositioning task bars and their task bar name labels into rows above or below their original row position can cause unexpected results. For example, accessing the Set Label Properties form shown above and changing Label position window setting to Best fit above/below, Best fit above or Best fit below triggers the text collision avoidance algorithm producing results that may not be acceptable because task bar name labels are likely to overlay task bars that are present in adjoining rows.

Looking at the above chart shown in the OnePager Express 7.0 Chart Editor and using a distributed Template Properties form, making a global editing change to the Label positions from the default setting of Best fit all directions to Best fit above, results in this configuration of re-optimized task bar name labels:

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You can see that the text collision avoidance algorithm does its best to avoid tasks bar name label collisions in the above results but there is perhaps a need to make some manual task bar name label positioning, font properties, and text wrapping adjustments. As with Best fit all directions, the Best fit above/below option includes the Fit inside taskbar option. Warning: Please note that performing task bar name label re-optimization just below the time axis or just above the chart’s footers may result in repositioned task bar name labels overlapping the time axis or the chart’s footers.

Automatic Task Bar Name Label Positioning during Creation of New Charts, Updating Charts, or Editing Charts

Overview Example

A new, updated, or edited chart can have their task bar name labels overlap as shown in the extreme example below where every Left#2 swimlane with more than one row has their respective task bars dragged and dropped into one row:

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Task bar name labels can be moved to more visible locations by individually selecting the task bar name label and using the Label Position dropdown menu controls the OnePager Home ribbon tool bar tab. This process is a bit tedious. The Smart Text Optimization feature provides a means for you to let OnePager 7.0 change the task bar name label positions for the above chart in a few simple steps. Additionally, when the Smart Text Optimization feature is turned ON, OnePager 7.0 automatically considers task bar name collisions after you perform an UPDATE operation such as Replace a snapshot and re-optimizes the task bar name label under your control.

The step-by-step process is explained in the Wiki articles at: Task Labels for OnePager Pro and Task Bar Name Labels for OnePager Express

Using the illustration above as the starting point, when the Smart Text Optimization feature is applied to this chart and some drag and drop editing is done, the results look like this:

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Recall that the highest priority Escape Path set from the current Template Properties form and conveyed into the Chart Properties form for the above chart is Wrap text up to two (2) lines. As shown above, in the four swimlanes involved in the re-optimization, the Wrap text up to Escape Path is primarily used. Also note, that where space is available the algorithm places re-optimized task bar name labels in those available positions to minimize further collision situations. In the top-most swimlane where a set of four task bars are represented in one color as a “ribbon like shape”, one might select the Project Charter Approved task bar name label and, using the Label Position dropdown list on the Home ribbon tool bar tab, change it to a Comment Box to remove the overlay on the adjoining task bar name label. This result is shown here:

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Smart Text Optimization Manual Editing in the Chart Editor

Before discussing the specifics of manual editing in the Chart Editor with respect to the Smart Text Optimization feature, we recommend that you review the information related to task bar and task bar name label left-click and right-click operations in the graph found at this sub-section: Selecting Task Bars and Task Labels in OnePager Express Version 7.0

New Label Position Options Added to OnePager Express 7.0

Additionally, before taking the in depth look at the time saving editing capabilities of the Smart Text Optimization feature, it is beneficial to first examine the new text position options added in OnePager 7.0. We added three (3) new Label Position options to the Label Position control group found on the OnePager 7.0 Home tool bar tab in the Positions control group as shown in the illustration below:

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The Label Position dropdown list applies to all labels showing in the graph if selected. These include task bar name labels, start/finish date labels for task bars, and percent complete values. From the above illustration, the Label Positions control group on the OnePager 7.0 Home ribbon tool bar tab is redesigned as shown above to make the options more visible and readable.

  • Best fit above/below tells OnePager 7.0 to examine the possibility of positioning the task bar name label for the selected task bar Above, Below, or Inside the task bar, which ever minimizes any potential task bar name label collisions.
  • Best fit all directions tells OnePager to consider the possibility of positioning the task bar name label for the selected task bar Above, Below, Left, Right, or Inside the task bar again to minimize any potential task bar name collisions.
  • The Legacy best fit is enabled when a chart is imported from a previous version of OnePager and task bar name label positions are imported from that previous version.
  • The remaining options in the above list are carried forward from previous versions of OnePager Pro and Express.
  • For more information on the positioning of task bar name labels, please see the article at: Task Labels for OnePager Express

The default Label Position option distributed in all Template Properties forms for OnePager version 7.0 is the Best fit all directions. This option permits the text collision avoidance algorithm to operate at its peak efficiency when it is called upon to resolve task bar name label collision situations. As a reminder, task bar name label collision avoidance only applies to the task bar name labels associated with task bars.

Other text such as task bar percent complete values and task bar start/finish dates are not considered by the text collision avoidance algorithm. Additionally, the text collision avoidance algorithm does not operate on other task bar decorations such as Baselines, Endpoints, Deadline dates, and Critical Path values.

The Task Bar and Task Bar Name Label Right-Click Context Menus and Commands

As part of the Smart Text Optimization feature's implementation, we changed the task bar and task bar name label manual left-click techniques and enhanced the task bar and task bar name label right-click context menus.

Task Bar and Task Bar Name Label Left-Click Selection Rules

Left-click selection rules for task bars and task bar name labels for OnePager Version 7.0 are covered in this sub-section above: Selecting Task Bars and Task Labels in OnePager Express Version 7.0

Task Bar and Task Bar Name Label Right-Click Context Menus

A right-click on a task bar accesses a context menu with commands that are associated with edits to the task bar and the task bar name label as shown below:

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A right-click on a task bar name label accesses a specific context menu with commands that are primarily for edits to the task bar name label as shown here:

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Both right-click context menus have commands that allow the editing of task bar name labels and for re-optimizing text collisions.

Task Bar Right-Click Context Menu Commands

The task bar right-click context menu has eight (8) commands grouped into four sections as shown below:

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The Format… commands accesses the Change Task/Milestone Properties form at the Format tab as shown below:

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The Comment … command accesses the Create or edit comment box form where you can add or edit a comment box associated with the task bar.

For more information on Comment Boxes, please see the article at: Creating and Managing Comment Boxes

The Edit task bar name … command accesses the standard Edit text form where you can edit the task bar name label.

The Re-optimize text collisions command is specific to managing task bar name label collision situations in the chart. You have the capability to call upon the text collision avoidance algorithm from the task bar right-click context menu by clicking the re-optimize text collisions command as shown above. When the Re-optimize text collisions command is enabled in the context menu, it means that the algorithm is available. When the Re-optimize text collisions command is disabled in the context menu, it means that the feature and its Escape Paths are OFF. You can also call upon the text collision avoidance algorithm from the task bar name label right-click context menu by clicking it’s re-optimize text collisions command.

The Unwrap text command is also specifically related to unwrapping task bar name labels that were wrapped as part of the action of the text collision avoidance algorithm. You have the option to unwrap text that is wrapped using a right-click to select the task bar with wrapped text or access the task bar name label right-click context menu and clicking the Unwrap text command. When the Unwrap text command is used, the task bar name label is unwrapped in place and no other action is taken. The Unwrap text command is only operable on task bar name labels that were previously wrapped by the text collision avoidance algorithm. Task bar name labels that were manually wrapped via manual edits cannot be unwrapped with this command. Rather, you must access the Edit text form for the selected wrapped task bar name label and remove the carriage returns shown in the form.

The Task representation, Order, and Hide commands operate on the task bar as in previous versions of OnePager.

Task Bar Name Label Right-Click Context Menu Commands

The task bar name label right-click context menu has four (4) commands grouped into two sections as shown below:

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The Edit task name … command accesses the standard Edit text form where you can edit the task bar name label. The Re-optimize text collisions command is specific to managing task bar name label collision situations in the chart.

The you have the capability to call upon the text collision avoidance algorithm from the task bar right-click context menu by clicking the re-optimize text collisions command as shown above. When the Re-optimize text collisions command is enabled in the context menu, it means that the algorithm is available. When the Re-optimize text collisions command is disabled in the context menu, it means that the feature and its Escape Paths are OFF. You can also call upon the text collision avoidance algorithm from the task bar right-click context menu by clicking it’s re-optimize text collisions command.

The Unwrap text command is also specifically related to unwrapping task bar name labels that were wrapped as part of the action of the text collision avoidance algorithm. You have the option to unwrap text that is wrapped using a right-click to select the task bar with wrapped text or access the task bar name label right-click context menu and clicking the Unwrap text command. When the Unwrap text command is used, the task bar name label is unwrapped in place and no other action is taken. The Unwrap text command is only operable on task bar name labels that were previously wrapped by the text collision avoidance algorithm. Task bar name labels that were manually wrapped via manual edits cannot be unwrapped with this command. Rather, you must access the Edit text form for the selected wrapped task bar name label and remove the carriage returns shown in the form.

The Format… commands accesses the Change Task/Milestone Properties form at the Task Bar tab as shown below:

X70-9 7 1 2-(26)-09032020.png

Resolving Task Bar Name Label Collisions - Examples

Resolving Task Bar Name Label Collisions Resulting from Editing Task Bar Positions

First Example: Moving Task Bars to Different Rows

As a first example, suppose we take a Gantt layout chart as used before in this Wiki and move some task bars to other rows to create task bar name label collision situations. We’ll then use OnePager manually to resolve these situations for us. Starting with the BlueGrass Project Plan Report – Express Gantt Chart, all task bars occupy their own rows as shown here:

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Now suppose we move task bars to different rows such that within each major swimlane level Teams 1 and 2 are together and the Subcontractors are together as shown below:

X70-9 7 1 2-(28)-09042020.png

Although some task bars are hidden behind others, we can see in the above illustration where there are task bar name label collision situations. To resolve these, select the Task/Milestones option for convenience using the Select All dropdown list to select the Tasks/Milestones option in the Editing control group of the Home ribbon tool bar tab as shown here:

X70-9 7 1 2-(29)-09042020.png

Next, right-click on one of the selected task bars to access the task bar right-click context menu and click the Re-optimize text collisions command. When the operation is finished the chart looks like this after we selected all the task bars and highlighted those situations previously in collision so that the completed re-optimization can be seen clearly:

X70-9 7 1 2-(30)-09042020.png

Comparing the before re-optimization with the after indicates that the text collision avoidance algorithm placed the colliding task bar name labels in positions where they are: (1) clearly associated with their task bar and (2) readable without overlapping other task bars or task bar name labels nor outside the boundaries of the graph. Since the highest priority Escape Path (the default) is Wrap text up to 2 lines, it can be seen that the algorithm favored that Escape Path. At this point in the example, you can make changes to task bar name label positions by selecting them and using the Label Position dropdown list on the Home ribbon tool bar tab to reposition any task bar name label.

Second Example: Changing the Default Escape Path to Stairstep

Now suppose for the second example, we start with a chart that has all the Medium Risk task bars/milestone symbols moved to the top-most Left#2 Medium Risk swimlane and placed in the Team 1 row as shown below:

X70-9 7 1 2-(28-1)-09042020.png

Granted this is an extreme task bar configuration but it’s intended to demonstrate the Stairstep Escape Path. Where the highest priority Escape Path in the first example was Wrap up to 2 lines, in this example we’ll change the highest priority Escape Path to Stairstep by accessing the Set label properties form and changing it as shown below:

X70-9 7 1 2-(31)-09042020.png

To resolve the task bar name label collision situation with a different Escape Path, we first select all task bars and milestone symbols as we did in the first example, right-click on one selected task bar to access the task bar right-click context menu, and click the Re-optimize text collisions command. When this is done the chart looks like this:

X70-9 7 1 2-(32)-09042020.png

Although the Stairstep is the highest priority Escape Path, the algorithm, did not resort to its exclusive use because the algorithm detected that there was sufficient space for unwrapped task bar name labels to be repositioned to more conventional orientations around their task bar. In fact, we did a minor drag and drop of the two Stairsteps in the above illustration to better position them.

Results of Task Bar Name Label Re-Optimization Actions When No Task Labels Are In Collision

It is acceptable to right-click select only one task bar in a task bar name label collision situation when two or more task bars are involved and click the Re-optimize text collisions command as discussed above. The result of the re-optimization action is not determined by which task bar is right-clicked. Right-clicking on a single task bar or task bar name label and clicking the Re-optimize text collisions command has no effect when the single task bar with its task bar name label is NOT in a task bar name label collision situation. After this action, there is no visible change made in the graph that indicates that the action resulted in a change. To notify you of this, OnePager places a message in the status bar in the bottom right corner of the Chart Editor screen as shown below:

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Related Topics

Sharing Charts and Template Properties Forms

OnePager charts and Template Properties forms can be shared between multiple users regardless of the OnePager version involved. Charts and Template Properties form’s used in OnePager version 7.0 can be shared with users who are operating with previous versions of OnePager down through version 5.0 and vice versa. To do this, you must first save the chart (.TAM file), the Template Properties form (.TAT file), or both using the Save As function assuring that the Save as file type: that you select is the version of OnePager you desire to provide to another user. Saving a Template file (.TAT) using the Save as file type: drop down is shown below:

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Template Properties forms and charts brought forward from earlier versions of OnePager into version 7.0 are automatically upgraded to the level of OnePager version 7.0 with respect to the Smart Text Optimization feature. Template Properties forms (.TAT files) from previous versions are brought forward with the Smart Text Optimization feature turned OFF. If you desire to enable the feature, you need to make the checkbox changes in the Template Properties form.

For charts (.TAM files) from previous versions, these too have the Smart Task Optimization feature turned OFF when accessed by as part of an UPDATE or OPEN operation. Subsequently, you can always enable the Smart Task Optimization feature so that it is available for future updates or edits.

With respect to global task bar name label positioning, charts brought forward from earlier versions are configured in OnePager Pro and Express version 7.0 with a default task bar name label position of Legacy best fit. Saving a OnePager version 7.0 chart (.TAM file) back to a previous version of OnePager after the graph has undergone one or more re-optimizations of task bar name labels has no impact on the saved chart or .TAM file if it is subsequently updated, edited, or opened using a previous OnePager version.

As a precaution, it is not recommended to save OnePager Express version 7.0 charts (.TAM files) with task bar name labels re-optimized to previous versions of OnePager Express. In a similar fashion saving a Template Properties form (.TAT file) back to a previous version of OnePager Express can be done at any time. Using OnePager version 7.0 Template Properties form with previous versions of OnePager has no impact on the creation, editing, or updating of chart produced in this way.

For more information on sharing charts and Template Properties forms between OnePager 7.0 and previous versions, please see these articles: Sharing Charts (Portal) and Sharing Charts with Older Versions of OnePager

Some Helpful Tips and Hints When Using the Smart Text Optimization Feature

The Smart Text Optimization is a new feature and can help experienced OnePager users expedite their chart editing when task bar name label collisions situations are encountered. For new users or infrequent users, you should be mindful that the Smart Text Optimization feature is turned ON in Template Properties forms distributed with OnePager version 7.0. The Smart Text Optimization feature provides economies in editing task bar name labels when employed in project schedule presentations where there are periodic additions of snapshots to the chart or where there is a need to replace snapshots after source plan updates are made. Successful use of the Smart Text Optimization feature is dependent on taking some time to preview the feature’s default settings in your Template Properties forms for OnePager 7.0 to determine what settings best meet your needs.

Template Properties forms carried forward from previous versions of OnePager to version 7.0 are not changed and the Smart Text Optimization feature is turned OFF. However, the Legacy Best Fit position available for task bar name labels is changed to Best Fit All Directions (if the chart is in Timeline layout mode) or Best Fit Left/Right (if the chart is in Gantt chart mode). For best results when you anticipate using the Smart Text Optimization feature for NEW or UPDATED charts, you should make sure your Template Properties and Chart Properties form’s Label Position settings for task bars and milestone symbols is set to the Best fit all directions option.

The minimum conditions necessary for OnePager version 7.0 to apply the text collision avoidance algorithm are:

  • There must be at least one task bar in the row where the task bar name label is in collision. In typical situations there are at least two task bars in the row the make up a task bar name label collision situation.
  • In the case of re-optimization of task bar name labels, all the task bars involved must be capable of being selected with a left-click or the use of the lasso.
  • In certain circumstances in OnePager it may be difficult to select a task bar if a task bar name label is superimposed inside the task bars or on the task bar name label is hidden at a deeper Z-level.
  • For more information on Z-level ordering, please see the article at: Order of Tasks/Milestones Decorations
  • If this situation is present, it is recommended that you use the Lasso technique to surround just the task bars involved in order to make the necessary task bar selections.
  • As an alternative where the task bar name label is inside the task bar, right-click on the task bar to access the task bar right-click context menu and select the Format… command to access the Change Task/Milestone Properties form where you can reposition the task bar name label at the form’s Task Labels tab.

For more information on editing the Format of task bars/milestone symbols, please see the article at: Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)

When automatic text collision avoidance algorithm is not automatically triggered from an UPDATE operation, you must right-click on one of the selected task bars involved in this action to access the task bar right-click context menu with the Re-optimize text collisions command. By automatic text collision avoidance not being automatically triggered, we are referring to those situations where the Smart Text Optimization feature is turned OFF and you are performing an UPDATE to the chart. When you are purposely invoking the Smart Text Optimization feature, making a right-click on an already selected task bar that has task bar name label information superimposed over it may also pose some difficulty.

When the Smart Text Optimization feature is ON, the text collision avoidance algorithm is used when NEW charts are created, when snapshots are ADDED, or when a snapshot is REPLACED. Re-optimization of task bar name labels is a onetime operation. You should be aware of the following:

  • Before triggering the text collision avoidance algorithm, OnePager first attempts to see if reapplying the default Label Position setting removes the task bar name label collision avoidance situation.
  • In most cases the default Label Position setting is Best fit all directions.
  • If this action is successful, no further actions are required and the process finishes.
  • If this action fails, the process moves forward to the full text collision avoidance algorithm.

The text collision avoidance algorithm produces a result that is intended to minimize the task bar name label collision situation. However, you may need to reposition stairsteps with drag and drop actions to avoid them overlaying each other. If you drag and drop a set of task bars that have previously undergone task bar name label re-optimization and some drag and drop editing, moving that set of task bars into a row that causes a new task bar name label collision situation requires you to trigger re-optimization again to include the task bars causing the new task bar name label collision situation. If you happen to attempt to trigger the re-optimization of task bar name labels on one or more task bars that are NOT involved with any task bar name label collisions, the re-optimization does not make any changes to the chart that are noticeable. When this happens check the lower right corner of the Chart Editor, where OnePager posts the results of the last action taken in the OnePager status bar.

When the chart not only displays task bar name labels along with start/finish dates and percent complete values, the application of the Re-optimize text collisions command only addresses resolving task bar name label collision situations. Start/finish dates and percent complete values, if present in the graph, are not included but can be impacted (overlaid or hidden) by the results of the text collision avoidance algorithm.

For more information on how to handle start/finish dates and percent complete values, please see the section in this article at: Order of Tasks/Milestones Decorations

Likewise, the Smart Text Optimization feature does not apply to dates associated with task bar decorations such as Baselines, Endpoints, Deadlines, and Critical Path values. When the Clip task/milestone labels at graph edges checkbox is ON in the Chart Properties form’s Advanced tab, task bar name labels on the left and right boundaries of the chart have re-optimized task name labels clipped.

Related Links

The Smart Text Optimization Feature

Basic Workflows (Portal)

Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)

Modifying Decorations on Tasks/Milestones (Portal)

Labeling Task/Milestone Dates for OnePager Pro

Labeling Task/Milestone Dates for OnePager Express

Percent complete for OnePager Pro

Order of Tasks/Milestones Decorations

Task Labels for OnePager Pro

Task Labels for OnePager Express

Creating and Managing Comment Boxes

Task Bars Tab for OnePager Pro

Task Bars Tab for OnePager Express

Milestones Tab for OnePager Pro

Milestones Tab for OnePager Express

Sharing Charts (Portal)

Sharing Charts with Older Versions of OnePager

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