Difference between revisions of "Testing Article1"

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==Overview==
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==About Date Labels==
  
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''' controlsAdditionally, this article describes the '''enhancements '''made to OnePager version 7.0 in support of this new feature.  
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'''Date label''' displays are driven by the '''start and finish date'''  data '''imported''' from the Microsoft Project '''source plan'''.  Every task in a Microsoft Project '''source plan''' has a designated '''start and finish date'''.  A milestone's '''start and finish dates''' in the '''source plan''' are usually the same. You can choose to use '''date labels''' for task bars, milestone symbols, or both.
  
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-->
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==Using the Chart Properties Form to Edit Date Labels== 
  
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.
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'''All''' task bar and milestone symbol '''date labels''' can be '''edited''' without changing the settings in the current '''Template Properties''' form as follows.  Click the '''Chart Properties''' button on the '''Home''' ribbon tool bar tab in the '''Settings''' control group as shown here:
  
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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<center>[[File:P70-10_1_1-(1)-06012020.png]]</center>
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<!--<center>P70-10_1_1-(1)-06012020.png</center>-->
  
How OnePager Express 7.0 approaches and resolves the '''collision situation''' is covered in this article.  
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Clicking the '''Chart Properties''' button accesses the '''Chart Properties''' form. Next, navigate to either the '''Task Bars''' or '''Milestones''' tab as appropriate. On the '''Task Bars''' tab, as shown below, ensure that the '''Date Labels''' checkbox is checked '''ON''':
  
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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<center>[[File:P70-10_1_1-(2)-06012020.png]]</center>
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<!--<center>P70-10_1_1-(2)-06012020.png</center>-->
  
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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Clicking the '''Date Label Properties...''' button to the right of the '''Date Labels''' checkbox accesses the '''Set Date Label Properties''' form as shown here:
  
The following sub-sections of this article these topics:
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<center>[[File:P70-10_1_1-(3)-06012020.png]]</center>
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<!--<center>P70-10_1_1-(3)-06012020.png</center>-->
  
:* Selection of task bars and '''task bar name labels''' in OnePager.
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There are eight (8) controls in the form above.   All actions are consistent with identical controls found elsewhere in OnePager Pro ('''OPP''').
:* '''Global '''controls over the '''Smart Text Optimization '''feature.
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:* '''Smart Text Optimization '''manual '''editing '''capabilities in the '''Chart Editor'''.
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:* Other useful related topics.  
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==Selecting Task Bars and Task Labels in OnePager Express Version 7.0==
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===Date Label Font===
  
===Selecting Task Bars versus Selecting Task Labels===
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This control causes the '''Font properties''' form shown below to appear when the dropdown button is clicked.
  
'''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:
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<center>[[File:P70-10_1_1-(4)-06012020.png]]</center>
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<!--<center>P70-10_1_1-(4)-06012020.png</center>-->
  
<center>[[File:X70-9_7_1_2-(1)-09032020.png]]</center>
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Within this form are controls for '''date label font style''', '''color''' and '''size'''.  Additionally, you can set the '''date label''' to '''Bold''', ''Italic'', or [[Underline]].
<!--<center>X70-9_7_1_2-(1)-09032020.png</center>-->
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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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===Show (Start/Finish) and Position Date Label===
  
:* 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.
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The two checkboxes, '''Show start date''' and '''Show finish date''', control the display of these two dates, respectively. When checked '''ON''', you have the option of selecting the '''position of the date labels''' individually or together:
:* 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'''.
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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:
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<center>[[File:P70-10_1_1-(5)-06012020.png]]</center>
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<!--<center>P70-10_1_1-(5)-06012020.png</center>-->
  
<center>[[File:X70-9_7_1_2-(2)-09032020.png]]</center>
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The '''Start field''' and '''Finish field''' are dropdown lists of all '''date type fields imported''' from your '''source plan''' giving you the options to select a different '''start date field''' or '''finish date field''' for use in the chart.  A '''Start field''' dropdown list example is shown below:
<!--<center>X70-9_7_1_2-(2)-09032020.png</center>-->
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For the '''task bar name label '''right-click '''context menu''', there are four commands:  
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<center>[[File:P70-10_1_1-(6)-06012020.png]]</center>
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<!--<center>P70-10_1_1-(6)-06012020.png</center>-->
  
:* 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'''.''' '''
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The combination of '''task label''' display and '''date label''' display for '''all''' task bar/milestone symbols can cause a crowded appearance around the task bar /milestone symbol. Use the '''date label positioning''' controls to achieve the appearance desired in combination with '''task bar name labels'''.
:* 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. 
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:* 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'''.
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:* 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.  
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For more information on the '''Change Task/Milestone Properties '''form, please see the article at: [[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70-->
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===Date Formats===
  
===Left-Click Selection Options in the Chart Editor ===
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OnePager provides a great many options for the selection of '''date formats''' for task bars/milestone symbols.  For consistency, the available formats for task bars/milestone symbol's '''date formats''' are the same as for '''date formats''' used for the '''time axis''' in the chart. A sample of '''date formats''' are shown below:
  
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'''.
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<center>[[File:P70-10_1_1-(7)-06012020.png]]</center>
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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<!--<center>P70-10_1_1-(7)-06012020.png</center>-->
  
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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===Separator===
  
<center>[[File:X70-9_7_1_2-(3)-09032020.png]]</center>
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The '''separators''' are pairs of '''symbols''' that help differentiate the '''date label''' from other nearby text (e.g., '''task bar name labels''' or '''percent complete'''). There are several '''separator''' options to select from as shown below:
<!--<center>X70-9_7_1_2-(3)-09032020.png</center>-->
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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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<center>[[File:P70-10_1_1-(8)-06012020.png]]</center>
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<!--<center>P70-10_1_1-(8)-06012020.png</center>-->
  
====Setting the Select associated text Checkbox OFF====
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===Use Fiscal Year===
  
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'''.
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The '''Use fiscal year''' checkbox is an instruction, if checked '''ON''', to OnePager to show the displayed '''date label''' in the '''fiscal year''' format for the chart’s '''time axis'''.  OnePager takes the action only if the '''time axis''' for the chart is, indeed, displaying the '''time axis''' in a '''fiscal year''' format.  Make sure that the '''time axis''' is in '''fiscal''' mode to assure that '''date labels''' displayed are consistent.  
  
<center>[[File:X70-9_7_1_2-(4)-09032020.png]]</center>
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For more information on the '''Time Axis Fiscal Year Mode''', please see the article at:  [[Using Fiscal Years and Weeks for OnePager Pro for Version 7.0 | Using Fiscal Years and Weeks for OnePager Pro]] <!--22.2.1-70-->
<!--<center>X70-9_7_1_2-(4)-09032020.png</center>-->
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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:
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===Sample Start and Finish Date Labels in the Chart===
  
<center>[[File:X70-9_7_1_2-(5)-09032020.png]]</center>
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When the '''Date Labels''' checkbox is checked '''ON''' and both the '''Show start date''' and '''Show finish date''' checkboxes are checked '''ON''' in the '''Set date label properties''' form, the '''date labels''' looks like this:
<!--<center>X70-9_7_1_2-(5)-09032020.png</center>-->
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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: 
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<center>[[File:P70-10_1_1-(9)-06012020.png]]</center>
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<!--<center>P70-10_1_1-(9)-06012020.png</center>-->
  
<center>[[File:X70-9_7_1_2-(6)-09032020.png]]</center>
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'''Date Label fonts''' are overridden by '''Task Bar Name Label fonts''' when the '''Date Label''' and '''Task Bar Name Label''' are in the '''same position'''. If the '''Date Label''' is put in a '''different''' position than the '''Task Bar Name Label''', the '''Date Label font's''' properties are honored.
<!--<center>X70-9_7_1_2-(6)-09032020.png</center>-->
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Additionally, you can access the '''Change Task/Milestone Properties '''form by clicking the '''Format… Icon''' on the '''Home '''ribbon tool bar tab shown below:
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==Editing Individual Date Labels in the Chart==
  
<center>[[File:X70-9_7_1_2-(7)-09032020.png]]</center>
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There are three (3) methods for accessing the controls for '''editing''' individual '''date labels''' on individual task bars and milestone symbols:
<!--<center>X70-9_7_1_2-(7)-09032020.png</center>-->
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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:
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:*  You can right-click on the selected task bar/milestone symbol to access the right-click '''context menu''' followed by clicking the '''Format...''' command in the '''context menu'''.
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:* You can right-click on the selected '''date label''' itself to access the '''Date label''' right-click '''context menu''' followed by clicking the '''Format...''' command.
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:* You can click the '''Format...''' button on the OnePager '''Home''' ribbon tool bar tab.
  
<center>[[File:X70-9_7_1_2-(8)-09032020.png]]</center>
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Each of these methods is discussed below.
<!--<center>X70-9_7_1_2-(8)-09032020.png</center>-->
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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:
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===Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name Label===
  
<center>[[File:X70-9_7_1_2-(9)-09032020.png]]</center>
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Accessing the '''Change Task/Milestone Properties''' form with this method requires you to right-click on the task bar or milestone symbol or the '''task bar name label''' to access the right-click '''context menu''' for either. This action accesses the available commands in the right-click '''context menu''' when a task bar is right-clicked as shown below:
<!--<center>X70-9_7_1_2-(9)-09032020.png</center>-->
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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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<center>[[File:P70-10_0_1-(5)-06012020.png]]</center>
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<!--<center>P70-10_0_1-(5)-006012020.png</center>-->
  
====Setting the Select associated text Checkbox ON====
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The '''Format...''' command can also be accessed by right-clicking a '''task bar's name label''' as shown here:
  
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:
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<center>[[File:P70-10_0_1-(5A)-06012020.png]]</center>
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<!--<center>P70-10_0_1-(5A)-006012020.png</center>-->
  
<center>[[File:X70-9_7_1_2-(10)-09032020.png]]</center>
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Either way the '''Format...''' command is accessed in a right-click '''context menu''', clicking the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form as shown here:
<!--<center>X70-9_7_1_2-(10)-09032020.png</center>-->
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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>[[File:P70-10_0_1-(6)-06012020.png]]</center>
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<!--<center>P70-10_0_1-(6)-006012020.png</center>-->
  
==The Automatic Smart Text Optimization Feature==
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Navigate to the '''Dates''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''dates'''. The controls in the '''Change Task/Milestone Properties''' form's '''Date''' tab are discussed below.
  
===Template Properties and Chart Properties Form’s Task Bars and Milestone Tabs===
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===Right-Clicking the Date Label===
  
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:
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The '''Date Label''' when displayed can also be right-clicked to access the one command '''Date Label''' right-click '''context menu''' as shown below:
  
<center>'''Chart Properties Form - Task Bars Tab'''</center>
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<center>[[File:P70-10_1_1-(10)-06012020.png]]</center>
<center>[[File:X70-9_7_1_2-(11)-09032020.png]]</center>
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<!--<center>P70-10_1_1-(10)-06012020.png</center>-->
<!--<center>X70-9_7_1_2-(11)-09032020.png</center>-->
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<center>'''Chart Properties Form - Milestones Tab'''</center>
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Clicking the '''Format…''' command accesses the '''Change Task/Milestone Properties''' form at the '''Dates''' tab as shown here:
<center>[[File:X70-9_7_1_2-(12-1)-09032020.png]]</center>
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<!--<center>X70-9_7_1_2-(12-1)-09032020.png</center>-->
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===The Set Label Properties Form===
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<center>[[File:P70-10_1_1-(11)-06012020.png]]</center>
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<!--<center>P70-10_1_1-(11)-06012020.png</center>-->
  
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:
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===Format Button on the OnePager Pro Home Ribbon Tool Bar===
  
<center>[[File:X70-9_7_1_2-(13)-09032020.png]]</center>
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The '''Change Task/Milestone Properties''' form can also be accessed by clicking the '''Format…''' button after you selected one or more task bars/milestone symbols to '''edit'''.  The '''Format...'''button on the '''Home''' ribbon tool bar tab is shown below:
<!--<center>X70-9_7_1_2-(13)-09032020.png</center>-->
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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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<center>[[File:P70-10_0_1-(7)-06012020.png]]</center>
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<!--<center>P70-10_0_1-(7)-06012020.png</center>-->
  
====Escape Paths Explained====
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After clicking the '''Format...''' button as shown above, the '''Change Task/Milestone Properties''' form is accessed at the '''Format''' tab as shown here:
  
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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<center>[[File:P70-10_0_1-(8)-06012020.png]]</center>
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<!--<center>P70-10_0_1-(8)-06012020.png</center>-->
  
<center>[[File:X70-9_7_1_2-(14)-09032020.png]]</center>
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Navigate to the '''Dates''' tab on the '''Change Task/Milestones Properties''' form to make your '''edits''' to the selected '''date labels'''. The controls in the '''Change Task/Milestone Properties''' form's '''Date''' tab are discussed below.
<!--<center>X70-9_7_1_2-(14)-09032020.png</center>-->
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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.
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===Using the Change Task/Milestone Properties Form's Date Tab===
  
====Enabling and Disabling the Smart Text Optimization Escape Paths ====
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Any method you use the '''Date''' tab in the '''Change Task/Milestone Properties''' form looks like this:
  
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.  
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<center>[[File:P70-10_1_1-(12)-06012020.png]]</center>
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<!--<center>P70-10_1_1-(12)-06012020.png</center>-->
  
====Escape Path Units Explained====
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====Show Dates====
  
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.
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When the '''Show Dates''' checkbox is checked '''ON''' as shown above, you can decide if you want to '''Show Start Date''', '''Show Finish Dates''' or both by checking the appropriate checkbox '''ON''' also shown above.
  
=====Wrap Text Up to Line=====
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====Date Position Options====
 +
 +
You have the option to change either the '''Start Date Position''' or the '''Finish Date Position''' or both by clicking the dropdown menu buttons to the immediate right of the checkboxes as shown here:
  
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:P70-10_1_1-(13)-06012020.png]]</center>
 +
<!--<center>P70-10_1_1-(13)-06012020.png</center>-->
  
<center>[[File:X70-9_7_1_2-(15)-09032020.png]]</center>
+
====Date Font Properties====
<!--<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.
+
Clicking the '''Date Font''' dropdown menu button accesses the '''Font properties''' form shown below:
  
=====Stairsteps Up to Levels=====
+
<center>[[File:P70-10_1_1-(14)-06012020.png]]</center>
 +
<!--<center>P70-10_1_1-(14)-06012020.png</center>-->
  
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:
+
Within the '''Font properties''' form are controls for '''date label font style''', '''color''' and '''size'''. Additionally, you can set the date text to '''Bold''', ''Italic'', or [[Underline]].
  
<center>[[File:X70-9_7_1_2-(16)-09032020.png]]</center>
+
====Use Date-Label Defaults====
<!--<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:
+
Clicking the '''Use Date-Label Defaults''' button in the '''Dates''' tab of the '''Change Task/Milestone Properties''' form resets all '''format properties of the selected '''date label or labels''' back to the settings established in the '''Chart Properties''' form. The '''Use Date-Label Defaults''' button looks like this:
  
<center>[[File:X70-9_7_1_2-(17)-09032020.png]]</center>
+
<center>[[File:P70-10_1_1-(15)-06012020.png]]</center>
<!--<center>X70-9_7_1_2-(17)-09032020.png</center>-->
+
<!--<center>P70-10_1_1-(15)-06012020.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'''.
+
==Related Link==
  
=====Truncate Text to Characters=====
+
[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
  
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'''.
+
[[Editing with the Chart Properties form for Version 7.0 (Portal) | Editing with the Chart Properties form (Portal)]] <!--21.0.1-70-->
  
=====Shrink Font By Up to Percent=====
+
[[Managing Templates for Version 7.0 (Portal) | Managing Templates (Portal)]] <!--24.0.1-70-->
  
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:
+
(10.1.1-70)
 
+
:* 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:
+
 
+
<center>[[File:X70-9_7_1_2-(18)-09032020.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.
+
 
+
==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''':
+
 
+
<center>[[File:X70-9_7_1_2-(19)-09032020.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: ''' '''
+
 
+
===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:
+
 
+
<center>[[File:X70-9_7_1_2-(20)-09032020.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'''.
+
 
+
====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''':
+
 
+
<center>[[File:X70-9_7_1_2-(21)-09032020.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'''.
+
 
+
===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''':
+
 
+
<center>[[File:X70-9_7_1_2-(22)-09032020.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.
+
 
+
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-->
+
 
+
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:X70-9_7_1_2-(23)-09032020.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 '''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:X70-9_7_1_2-(24)-09032020.png]]</center>
+
<!--<center>X70-9_7_1_2-(24)-09032020.png</center>-->
+
 
+
==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 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 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:
+
 
+
<center>[[File:X70-9_7_1_2-(25)-09032020.png]]</center>
+
<!--<center>X70-9_7_1_2-(25)-09032020.png</center>-->
+
 
+
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 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'''.
+
 
+
==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:  [[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===
+
 
+
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:X70-9_7_1_2-(1)-09032020.png]]</center>
+
<!--<center>X70-9_7_1_2-(1)-09032020.png</center>-->
+
 
+
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:X70-9_7_1_2-(2)-09032020.png]]</center>
+
<!--<center>X70-9_7_1_2-(2)-09032020.png</center>-->
+
 
+
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:
+
 
+
<center>[[File:X70-9_7_1_2-(1)-09032020.png]]</center>
+
<!--<center>X70-9_7_1_2-(1)-09032020.png</center>-->
+
 
+
The '''Format… '''commands accesses the '''Change Task/Milestone Properties '''form at the '''Format '''tab as shown below:
+
 
+
<center>[[File:X70-9_7_1_2-(26)-09032020.png]]</center>
+
<!--<center>X70-9_7_1_2-(26)-09032020.png</center>-->
+
 
+
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-->
+
 
+
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:
+
 
+
<center>[[File:X70-9_7_1_2-(2)-09032020.png]]</center>
+
<!--<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.
+
 
+
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:
+
 
+
<center>[[File:X70-9_7_1_2-(26)-09032020.png]]</center>
+
<!--<center>X70-9_7_1_2-(26)-09032020.png</center>-->
+
 
+
==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:
+
 
+
<center>[[File:X70-9_7_1_2-(27)-09042020.png]]</center>
+
<!--<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:
+
 
+
<center>[[File:X70-9_7_1_2-(28)-09042020.png]]</center>
+
<!--<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:
+
 
+
<center>[[File:X70-9_7_1_2-(29)-09042020.png]]</center>
+
<!--<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:
+
 
+
<center>[[File:X70-9_7_1_2-(30)-09042020.png]]</center>
+
<!--<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'''.
+
 
+
====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:
+
 
+
<center>[[File:X70-9_7_1_2-(28-1)-09042020.png]]</center>
+
<!--<center>X70-9_7_1_2-(28-1)-09042020.png</center>-->
+
 
+
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:X70-9_7_1_2-(31)-09042020.png]]</center>
+
<!--<center>X70-9_7_1_2-(31)-09042020.png</center>-->
+
 
+
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:X70-9_7_1_2-(32)-09042020.png]]</center>
+
<!--<center>X70-9_7_1_2-(32)-09042020.png</center>-->
+
 
+
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:
+
 
+
<center>[[File:X70-9_7_1_2-(33)-09042020.png]]</center>
+
<!--<center>X70-9_7_1_2-(33)-09042020.png</center>-->
+
 
+
==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:
+
 
+
<center>[[File:X70-9_7_1_2-(34)-09042020.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 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-->
+
 
+
===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 for Version 7.0 | Order of Tasks/Milestones Decorations]] <!--10.13.1-70-->
+
:* 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, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70-->
+
 
+
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 for Version 7.0 | Order of Tasks/Milestones Decorations]] <!--10.13.1-70-->
+
 
+
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 for OnePager 7.0 | The Smart Text Optimization Feature]] <!--0.4.2-70-->
+
 
+
[[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
+
 
+
[[Changing Individual Task/Milestone Properties (Color, Shape, Labels, etc.) for Version 7.0 | Changing Individual Task/Milestone Properties (Color, Shapes, Labels, etc.)]] <!--9.2.1-70-->
+
 
+
[[Modifying Decorations on Tasks/Milestones for Version 7.0 (Portal) | Modifying Decorations on Tasks/Milestones (Portal)]] <!--10.0.1-70-->
+
 
+
[[Labeling Task/Milestone Dates for Version 7.0 (OnePager Pro) | Labeling Task/Milestone Dates for OnePager Pro]] <!--10.1.1-70-->
+
 
+
[[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]] <!--10.3.1-70v
+
 
+
[[Percent complete for Version 7.0 (OnePager Express) | Percent complete for OnePager Express]] <!--10.4.1-70-->
+
 
+
[[Order of Tasks/Milestones Decorations for Version 7.0 | Order of Tasks/Milestones Decorations]] <!--10.13.1-70-->
+
 
+
[[Task Labels for OnePager Pro for Version 7.0 | Task Labels for OnePager Pro]] <!--10.15.1-70-->
+
 
+
[[Task Labels for OnePager Express for Version 7.0 | Task Labels for OnePager Express]] <!--10.16.1-70-->
+
 
+
[[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]] <!--13.0.1-70-->
+
 
+
[[Task Bars Tab for Version 7.0 (OnePager Pro) | Task Bars Tab for OnePager Pro]] <!--21.3.1-70-->
+
 
+
[[Task Bars Tab for Version 7.0 (OnePager Express) | Task Bars Tab for OnePager Express]] <!--21.4.1-70-->
+
 
+
[[Milestones Tab for Version 7.0 (OnePager Pro) | Milestones Tab for OnePager Pro]] <!--21.5.1-70-->
+
 
+
[[Milestones Tab for Version 7.0 (OnePager Express) | Milestones Tab for OnePager Express]] <!--21.6.1-70-->
+
 
+
[[Sharing Charts for Version 7.0 (Portal) | Sharing Charts (Portal)]] <!--23.2.1-70-->
+
 
+
[[Sharing Charts with Older Versions of OnePager for Version 7.0 | Sharing Charts with Older Versions of OnePager]] <!--23.2.3.1-70-->
+
 
+
(9.7.1.2-70)
+
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
[[Category:Name Label Collision Avoidance]]
 
[[Category:Escape Paths]]
 
[[Category:Ribbon]]
 
 
[[Category:Charts]]
 
[[Category:Charts]]
[[Category:Snapshots]]
 
[[Category:Chart Editor]]
 
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
[[Category:Editing a Chart]]
+
[[Category:Editing the Chart]]
[[Category:Templates]]
+
[[Category:Task/Milestone Editing]]
[[Category:OnePager Express]]
+
[[Category:Task/Milestone Decorations]]
 +
[[Category:Labels]]
 +
[[Category:Mavericks]]
 +
[[Category:OnePager Pro]]

Revision as of 20:53, 12 January 2021

About Date Labels

Date label displays are driven by the start and finish date data imported from the Microsoft Project source plan. Every task in a Microsoft Project source plan has a designated start and finish date. A milestone's start and finish dates in the source plan are usually the same. You can choose to use date labels for task bars, milestone symbols, or both.

Using the Chart Properties Form to Edit Date Labels

All task bar and milestone symbol date labels can be edited without changing the settings in the current Template Properties form as follows. Click the Chart Properties button on the Home ribbon tool bar tab in the Settings control group as shown here:

P70-10 1 1-(1)-06012020.png

Clicking the Chart Properties button accesses the Chart Properties form. Next, navigate to either the Task Bars or Milestones tab as appropriate. On the Task Bars tab, as shown below, ensure that the Date Labels checkbox is checked ON:

P70-10 1 1-(2)-06012020.png

Clicking the Date Label Properties... button to the right of the Date Labels checkbox accesses the Set Date Label Properties form as shown here:

P70-10 1 1-(3)-06012020.png

There are eight (8) controls in the form above. All actions are consistent with identical controls found elsewhere in OnePager Pro (OPP).

Date Label Font

This control causes the Font properties form shown below to appear when the dropdown button is clicked.

P70-10 1 1-(4)-06012020.png

Within this form are controls for date label font style, color and size. Additionally, you can set the date label to Bold, Italic, or Underline.

Show (Start/Finish) and Position Date Label

The two checkboxes, Show start date and Show finish date, control the display of these two dates, respectively. When checked ON, you have the option of selecting the position of the date labels individually or together:

P70-10 1 1-(5)-06012020.png

The Start field and Finish field are dropdown lists of all date type fields imported from your source plan giving you the options to select a different start date field or finish date field for use in the chart. A Start field dropdown list example is shown below:

P70-10 1 1-(6)-06012020.png

The combination of task label display and date label display for all task bar/milestone symbols can cause a crowded appearance around the task bar /milestone symbol. Use the date label positioning controls to achieve the appearance desired in combination with task bar name labels.

Date Formats

OnePager provides a great many options for the selection of date formats for task bars/milestone symbols. For consistency, the available formats for task bars/milestone symbol's date formats are the same as for date formats used for the time axis in the chart. A sample of date formats are shown below:

P70-10 1 1-(7)-06012020.png

Separator

The separators are pairs of symbols that help differentiate the date label from other nearby text (e.g., task bar name labels or percent complete). There are several separator options to select from as shown below:

P70-10 1 1-(8)-06012020.png

Use Fiscal Year

The Use fiscal year checkbox is an instruction, if checked ON, to OnePager to show the displayed date label in the fiscal year format for the chart’s time axis. OnePager takes the action only if the time axis for the chart is, indeed, displaying the time axis in a fiscal year format. Make sure that the time axis is in fiscal mode to assure that date labels displayed are consistent.

For more information on the Time Axis Fiscal Year Mode, please see the article at: Using Fiscal Years and Weeks for OnePager Pro

Sample Start and Finish Date Labels in the Chart

When the Date Labels checkbox is checked ON and both the Show start date and Show finish date checkboxes are checked ON in the Set date label properties form, the date labels looks like this:

P70-10 1 1-(9)-06012020.png

Date Label fonts are overridden by Task Bar Name Label fonts when the Date Label and Task Bar Name Label are in the same position. If the Date Label is put in a different position than the Task Bar Name Label, the Date Label font's properties are honored.

Editing Individual Date Labels in the Chart

There are three (3) methods for accessing the controls for editing individual date labels on individual task bars and milestone symbols:

  • You can right-click on the selected task bar/milestone symbol to access the right-click context menu followed by clicking the Format... command in the context menu.
  • You can right-click on the selected date label itself to access the Date label right-click context menu followed by clicking the Format... command.
  • You can click the Format... button on the OnePager Home ribbon tool bar tab.

Each of these methods is discussed below.

Right-Clicking a Task Bar/Milestone Symbol or Task Bar Name Label

Accessing the Change Task/Milestone Properties form with this method requires you to right-click on the task bar or milestone symbol or the task bar name label to access the right-click context menu for either. This action accesses the available commands in the right-click context menu when a task bar is right-clicked as shown below:

P70-10 0 1-(5)-06012020.png

The Format... command can also be accessed by right-clicking a task bar's name label as shown here:

P70-10 0 1-(5A)-06012020.png

Either way the Format... command is accessed in a right-click context menu, clicking the Format… command accesses the Change Task/Milestone Properties form as shown here:

P70-10 0 1-(6)-06012020.png

Navigate to the Dates tab on the Change Task/Milestones Properties form to make your edits to the selected dates. The controls in the Change Task/Milestone Properties form's Date tab are discussed below.

Right-Clicking the Date Label

The Date Label when displayed can also be right-clicked to access the one command Date Label right-click context menu as shown below:

P70-10 1 1-(10)-06012020.png

Clicking the Format… command accesses the Change Task/Milestone Properties form at the Dates tab as shown here:

P70-10 1 1-(11)-06012020.png

Format Button on the OnePager Pro Home Ribbon Tool Bar

The Change Task/Milestone Properties form can also be accessed by clicking the Format… button after you selected one or more task bars/milestone symbols to edit. The Format...button on the Home ribbon tool bar tab is shown below:

P70-10 0 1-(7)-06012020.png

After clicking the Format... button as shown above, the Change Task/Milestone Properties form is accessed at the Format tab as shown here:

P70-10 0 1-(8)-06012020.png

Navigate to the Dates tab on the Change Task/Milestones Properties form to make your edits to the selected date labels. The controls in the Change Task/Milestone Properties form's Date tab are discussed below.

Using the Change Task/Milestone Properties Form's Date Tab

Any method you use the Date tab in the Change Task/Milestone Properties form looks like this:

P70-10 1 1-(12)-06012020.png

Show Dates

When the Show Dates checkbox is checked ON as shown above, you can decide if you want to Show Start Date, Show Finish Dates or both by checking the appropriate checkbox ON also shown above.

Date Position Options

You have the option to change either the Start Date Position or the Finish Date Position or both by clicking the dropdown menu buttons to the immediate right of the checkboxes as shown here:

P70-10 1 1-(13)-06012020.png

Date Font Properties

Clicking the Date Font dropdown menu button accesses the Font properties form shown below:

P70-10 1 1-(14)-06012020.png

Within the Font properties form are controls for date label font style, color and size. Additionally, you can set the date text to Bold, Italic, or Underline.

Use Date-Label Defaults

Clicking the Use Date-Label Defaults button in the Dates tab of the Change Task/Milestone Properties form resets all format properties of the selected date label or labels back to the settings established in the Chart Properties form. The Use Date-Label Defaults button looks like this:

P70-10 1 1-(15)-06012020.png

Related Link

Manual Editing Task/Milestone Shapes and Text Labels (Portal)

Editing with the Chart Properties form (Portal)

Managing Templates (Portal)

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