Difference between revisions of "Testing Article1"

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==About Creating a Count Down/Up Timer for OnePager Express==
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==Overview==
  
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OnePager Express provides you with an enhanced feature allowing you to express a '''count up or down timer''' in any  '''Time Axis Level''' as illustrated below for the '''Bottom Time Axis Level '''in '''Months '''below:
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Projects, Microsoft Project '''source plans''', and charts have '''Start/Finish Dates'''.  Task bars and milestone symbols have '''Start/End Dates'''.  The purpose of this article is to demonstrate how to manage the '''Start/Finish Dates''' for a OnePager Pro chart.
  
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<center>[[File:X70-22_2_6-70-(1)-11172020.png]]</center>
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'''Start/Finish Dates '''can be '''set''' and '''edited''' from your Microsoft Project '''source plans''' where OnePager Pro examines the earliest task bar/milestone symbol '''Start Date''' and the latest task bar/milestone symbol '''End Date''' to establish the '''Start/Finish Date boundaries''' for the new or updated charts. The exact '''Start/Finish Dates''' for the chart are determined by the rules just stated but modified to '''dates''' that correspond to the first and last full '''Tic Unit''' shown in the '''Lowest Level Time Axis'''. '''Start/Finish Dates''' can also be '''set''' using the '''Start/Finish Date '''control settings in your OnePager Pro '''Template Properties '''form '''Time Axis '''tab’s '''Calendar '''sub-tab in the '''Date Boundaries '''control group before a chart is created as shown here:
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<!--<center>X70-22_2_6-70-(1)-11172020.png</center>-->
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In the illustration above, the '''Months''' shown in the '''Bottom Time Axis Level''' are '''counted down''' from the 36th month in 2018 to the last month of the project in June 2021.  You can '''reverse''' the '''month counter''' to show the number of '''months''' since the '''start''' of the project as shown below:
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<center>[[File:P70-22_3_1-70-(1-1)-11022020.png]]</center>
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<!--<center>P70-22_3_1-70-(1-1)-11022020.png</center>-->
  
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<center>[[File:X70-22_2_6-70-(2)-11172020.png]]</center>
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Finally, there are '''Start/Finish Date '''control settings you can '''edit '''after a chart is created in the OnePager Pro '''View ''' ribbon tool bar tab in the '''Dates '''control group highlighted below:
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<!--<center>X70-22_2_6-70-(2)-11172020.png</center>-->
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Further, you can establish a '''month''', for example, during the '''timespan''' of the project to establish both a '''count up''' and '''count down '''in months along the '''time line''' as shown here:
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<center>[[File:P70-22_3_1-70-(2)-11022020.png]]</center>
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<!--<center>P70-22_3_1-70-(2)-11022020.png</center>-->
  
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<center>[[File:X70-22_2_6-70-(3)-11172020.png]]</center>
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The '''Start/Finish Date '''control settings you can '''edit '''are in the '''Chart Properties ''' form '''Time Axis '''tab’s '''Calendar '''sub-tab in the '''Date Boundaries '''control group after a chart is created shown below:
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<!--<center>X70-22_2_6-70-(3)-11172020.png</center>-->
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Finally, as with the '''count up/down''' settings from either the '''start '''or '''end '''of a project’s '''timespan''', the above order of the '''count''' can be '''reversed''' to a '''count down/up''' format starting at the same middle date as shown below:
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<center>[[File:P70-22_3_1-70-(1)-11022020.png]]</center>
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<!--<center>P70-22_3_1-70-(1)-11022020.png</center>-->
  
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<center>[[File:X70-22_2_6-70-(4)-11172020.png]]</center>
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==Managing Start/Finish Dates==
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<!--<center>X70-22_2_6-70-(4)-11172020.png</center>-->
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==Enhanced Three Level Count Up and Down Feature==
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===Editing Template Form Start/Finish Date Settings===
  
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The controls for the '''Time Axis '''are reorganized into a single tab of the '''Template Properties''' and '''Chart Properties ''' form.  The OnePager '''Time Axis Count up''' and''' Count down '''feature is a separate control group on the '''Calendar''' sub-tab of the '''Template Properties''' and '''Chart Properties '''form’s '''Time Axis '''tab.  All three '''Time Axis Levels''' can use '''Count up from''' or''' Count down from''' '''Label formats''' with the '''Count up from''' and '''Count down from dates''' centrally located on the '''Calendar '''sub-tab in the '''Calendar Settings''' control group as shown below.
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OnePager Pro provides the capability for you to preset the '''Start/Finish Date boundaries''' before any charts are '''created'''.   
  
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<center>[[File:X70-22_2_6-70-(5)-11172020.png]]</center>
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====Use System Generated Start/Finish Dates====
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<!--<center>X70-22_2_6-70-(5)-11172020.png</center>-->
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Each '''Level''' sub-tab has appropriate '''Count up''' and '''Count down''' '''Label formats''', as shown in the '''Label format''' dropdown menu for the '''Top Level Time Axis''' shown below:
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You have the option to establish a '''Template Properties''' form option that allows OnePager Pro to establish the '''Start/Finish Dates '''for charts automatically.  You can also override this option and establish your own '''Start/Finish Dates''' in the '''Template Properties '''form for permanent use with the '''Template Properties''' form.  The '''default option''', however, is to let OnePager Pro determine the '''Start/Finish Date boundaries''' automatically through the software’s examination of the task bar/milestone symbol structure in your '''source plan.'''  OnePager Pro distributed '''Template Properties '''form settings in the '''Time Axis '''tab '''Date Boundaries '''control group are that the '''Use system generated start/finish dates''' checkbox is checked '''ON '''as shown here:
  
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<center>[[File:X70-22_2_6-70-(6)-11172020.png]]</center>
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<center>[[File:P70-22_3_1-70-(1)-11022020.png]]</center>
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<!--<center>X70-22_2_6-70-(6)-11172020.png</center>-->
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<!--<center>P70-22_3_1-70-(1)-11022020.png</center>-->
  
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When applied to the '''Top Level''' of a the three '''Time Axis Levels ''' in the chart, the chart looks like this:
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When the '''Use system generated start/finish dates''' checkbox is checked '''ON''', the '''Template Properties '''form’s '''Start Date''' and '''Finish Date''', shown above, are '''disabled'''.  If you uncheck the '''Use system generated start/finish dates '''checkbox, setting it to '''OFF''', the form’s '''Start Date '''and '''Finish Date '''windows are '''enabled''' and you can set your own desired '''Start '''and '''Finish Dates''' using the standard '''Calendar '''dropdown as shown below:
  
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<center>[[File:X70-22_2_6-70-(7)-11172020.png]]</center>
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<center>[[File:P70-22_3_1-70-(4)-11022020.png]]</center>
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<!--<center>X70-22_2_6-70-(7)-11172020.png</center>-->
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<!--<center>P70-22_3_1-70-(4)-11022020.png</center>-->
  
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==Creating the Count Down/Up Timers in Time Axis Levels==
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Resetting '''Start '''and '''Finish Dates''' in the '''Template Properties''' form requires that the '''Finish Date''' is '''later''' in the '''timeline '''than the '''Start Date''' setting.  If the '''Finish Date '''is '''earlier''' than the '''Start Date '''or vice versa, OnePager Pro provides the warning message below when you attempt to click the '''Save and use''' button on the '''Chart Properties''' form:
  
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===Basic Settings===
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<center>[[File:P70-22_3_1-70-(5)-11022020.png]]</center>
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<!--<center>P70-22_3_1-70-(5)-11022020.png</center>-->
  
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Using the '''Month Time Axis Unit Label''', the following steps can be used to create a '''Count Down Timer''' for the '''Bottom Time Axis Level'''.  For an existing chart, go to the '''Chart Properties''' form by clicking the '''Chart Properties''' button on the OnePager '''Home''' ribbon tool bar tab.  Click to access the '''Time Axis''' tab of the '''Chart Properties''' form.  Make sure that the '''Time Axis '''shows all three '''Time Axis Levels''' by assuring that all three '''Time Axis Levels '''('''Top''', '''Middle''', and '''Bottom Levels''') have the '''Show this level''' checkbox checked '''ON''' as the example for the '''Bottom Time Axis Level '''below shows:
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Clicking the '''OK''' button in the above form returns you to the '''Template Properties''' form where you can make the correction.  Assuming the '''Start Date''' and '''Finish Dates''' are appropriately sequenced with the '''Use system generated start/finish dates''' checkbox unchecked ('''OFF'''), your settings are used by OnePager Pro to establish the '''timespan '''for subsequent charts using the '''Template Properties''' form.
  
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<center>[[File:X70-22_2_6-70-(8)-11172020.png]]</center>
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====Auto-Adjust Timeline Options====
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<!--<center>X70-22_2_6-70-(8)-11172020.png</center>-->
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===Calendar Sub-Tab Settings===
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The '''Auto-adjust timeline '''dropdown in the '''Template Properties '''form '''Time Axis '''tab '''Date Boundaries '''control group is useful in managing '''Template Properties '''form created '''Start/Finish Dates'''.  The '''Auto-adjust timeline''' dropdown option list is shown below:
  
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Next, click the '''Calendar '''sub-tab where the '''Count Up/Down''' control sub-group is located. Note that the '''Count up from '''and '''Count down from dates''' are preset to the chart’s '''Start/Finish date boundaries '''as shown below:
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<center>[[File:P70-22_3_1-70-(6)-11022020.png]]</center>
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<!--<center>P70-22_3_1-70-(6)-11022020.png</center>-->
  
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<center>[[File:X70-22_2_6-70-(9)-11172020.png]]</center>
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The dropdown menu lets you direct OnePager Pro to automatically change the '''Start/Finish Date boundaries '''of the chart when it is re-opened or updated and finds that some task bars or milestone symbols lie outside the original '''Start/Finish Date boundaries'''. The options are provided so that OnePager Pro either '''asks you each time''' it finds this situation, '''always makes the change''' to '''Start/Finish Date boundaries''', or '''never makes the change''' and proceeds with the previous '''Start/Finish Date boundaries'''. If you select the first option, '''Ask each time''', OnePager Pro displays the '''Message''' form below with the information you need to make one of the choices provided as shown in the example below:
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<!--<center>X70-22_2_6-70-(9)-11172020.png</center>-->
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At this step, no '''edits '''need to be made to the '''Count up from '''or '''Count down from dates''' in this sub-tab.
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<center>[[File:P70-22_3_1-70-(7)-11022020.png]]</center>
 +
<!--<center>P70-22_3_1-70-(7)-11022020.png</center>-->
  
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===Label Format Settings for Count Up/Down - Examples===
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If you select the '''Always yes''' option, the '''default setting''', OnePager Pro automatically '''adjusts '''the '''Start/Finish Date boundaries '''for you and proceeds.  If you select '''Always no''', OnePager Pro does not '''adjust''' the '''Start/Finish Date boundaries''' if task bars or milestone symbols are outside the current '''boundaries''' and proceeds.  OnePager can also detect that the '''timeline '''needs to be '''shortened''' as well as '''lengthened'''.  OnePager Pro under the '''Always yes''' option adjusts the '''Start/Finish Date boundaries''' of the chart to smallest '''Tic Unit''' on the '''Time Axis''' (rounded to the nearest whole '''Tic Unit'''). 
  
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To establish a '''Count Up Timer''' for the '''Bottom Time Axis Level''' which is set to '''Months '''in this example, click to the '''Bottom Level Time Axis '''sub-tab and select the '''Label format '''dropdown as shown here:
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For example, if the smallest '''Tic Unit''' of the '''Time Axis '''is Months, OnePager Pro sets the '''Start Date boundary '''at the first day of the Month and the '''Finish Date boundary''' to the last day of the Month.  If the '''Use system generated start/finish dates''' checkbox is unchecked or '''OFF''' in the '''Template Properties '''form, '''Time Axis '''tab’s '''Calendar''' sub-tab, OnePager Pro '''ignores''' the '''Auto-adjust timeline options'''.
  
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<center>[[File:X70-22_2_6-70-(10)-11172020.png]]</center>
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====Other Considerations====
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<!--<center>X70-22_2_6-70-(10)-11172020.png</center>-->
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Each pair of '''Count Up/Down Label formats''' has a '''From Start '''and '''From End '''option to choose from.
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'''Copying''' a chart to become a '''Template Properties''' does not fix the '''Start/Finish Date boundaries'''.  Any chart, whether created from a '''Template Properties''' form with fixed '''Start/Finish Date boundaries '''or not, becomes a '''Template Properties''' form with the '''Use system generated start/finish dates''' checkbox checked '''ON'''.
  
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====Count Up from Start====
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For more information on '''Managing the current Template Properties form''', please see this section in the article at:  [[Managing the Current Template for Version 7.0#Making a Template Properties Form from a Chart | Making a Template Properties Form from a Chart]] <!--24.6.1-70-->
  
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Selecting the '''From Start''' option establishes the '''Count Up/Down Timer ''' at the '''one (1) '''at the '''date '''set in the '''Count up from '''window on the '''Calendar '''sub-tab as shown here where the '''M1, M2 … From Start''' option is selected:
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Any '''Template Properties''' form with fixed '''Start/Finish Date boundaries''' can only be modified with respect to '''editing''' the '''fixed Start/Finish Date boundaries '''by opening the '''Template Properties''' form, assuring that the '''Use system generated start/finish dates '''checkbox is checked '''OFF''', and then setting the new '''Start/Finish Date boundaries''' after which the revised '''Template Properties''' form must be '''saved'''.  These '''Use system generated start/finish dates''' can always be '''edited '''once the chart is '''created''' by going to the '''Chart Properties '''form’s '''Time Axis '''tab’s '''Calendar '''sub-tab in the '''Date Boundaries''' control group where you can manually '''edit '''the '''Start Date '''and '''Finish Date boundaries''' for the chart as shown below:
  
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<center>[[File:X70-22_2_6-70-(11)-11172020.png]]</center>
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<center>[[File:P70-22_3_1-70-(8)-11022020.png]]</center>
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<!--<center>X70-22_2_6-70-(11)-11172020.png</center>-->
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<!--<center>P70-22_3_1-70-(8)-11022020.png</center>-->
  
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====Count Up from End====
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All other controls on this sub-tab of the '''Template Properties''' form operate as described for the '''Chart Properties''' form’s '''Time Axis '''tab’s '''Calendar''' sub-tab.  Any settings '''edited''' in the '''Template Properties '''form '''Time Axis '''tab’s '''Calendar''' sub-tab in the '''Calendar Settings '''and '''Formatting & Layout''' control groups are populated into the '''Chart Properties '''form’s '''Time Axis '''tab’s '''Calendar '''sub-tab and its settings in the '''Calendar Settings''' and '''Formatting & Layout''' control groups.
  
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If the '''Label format''' was changed to the '''From End''' '''format '''option, the '''Bottom Time Axis Level '''looks like this:
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===Editing Chart Properties Form Start/Finish Date Settings===
  
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<center>[[File:X70-22_2_6-70-(12)-11172020.png]]</center>
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====Start/Finish Date Settings====
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<!--<center>X70-22_2_6-70-(12)-11172020.png</center>-->
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===Changing the Count Up/Down Control Settings - Examples===
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As mentioned above, initial '''Chart Properties''' form '''Time Axis '''tab, '''Date Boundaries '''control group settings are determined in one of three ways.  Typically, the '''Start/Finish Dates''' for the new chart are calculated from the task bar/milestone symbol data in the '''source plan'''.  Further, the '''Auto-adjust timeline default option''' in the '''Chart Properties '''form is set to the '''Always no''' option so that '''source plan '''data drive the first setting of the '''Start/Finish Date boundaries''' for the chart as in the example below:
  
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====Counting From End====
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<center>[[File:P70-22_3_1-70-(1)-11022020.png]]</center>
 +
<!--<center>P70-22_3_1-70-(1)-11022020.png</center>-->
  
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Using the example chart and the settings in the '''Bottom Time Axis Level '''for the '''Label format '''as the '''from End''' option and then going to the '''Calendar '''sub-tab and changing the '''Count down from  date '''from December 31, 2019 to June 30, 2019, the resulting chart looks like this:
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Above, the '''Start Date''' is set to the '''start date''' of the first Quarter that the earliest task bar’s '''Start Date '''occupies and the '''Finish Date '''is set to the '''start date''' of the first Month following the '''End Date '''of the latest task bar shown in the chart as examples.  The '''Start '''and '''Finish Date '''portions of the chart are shown in portions below:
  
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<center>[[File:X70-22_2_6-70-(13)-11172020.png]]</center>
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<center>[[File:P70-22_3_1-70-(10)-11022020.png]]</center>
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<!--<center>X70-22_2_6-70-(13)-11172020.png</center>-->
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<!--<center>P70-22_3_1-70-(10)-11022020.png</center>-->
  
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====Counting From Start====
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The '''Chart Properties '''form's '''Time Axis '''tab '''Calendar '''sub-tab’s '''Date Boundaries ''' control group can be used to '''edit '''the '''Start/Finish Date boundaries''' of the chart.  Access the '''Chart Properties '''form by clicking the '''Chart Properties '''button on the OnePager Pro '''Home '''tab’s ribbon and navigate to the '''Time Axis '''tab where the current '''Start/Finish Date boundaries '''controls reside.  Next, click the '''Start Date '''dropdown and change the '''Start Date''' to 6/1/2019 as shown here:
  
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Finally, as an example of further flexibility with this feature, if you change the '''Count up from date''' to the same '''date setting''' as the '''Count down from date''' from 4/1/2018 to 6/30/2019 as was done in the previous paragraph and change the '''Bottom Time Axis Level Label format '''from the '''From End''' to '''From Start''', the resulting chart changes the “sense” of the '''Bottom Time Axis Level Label Units '''as shown below:
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<center>[[File:P70-22_3_1-70-(11)-11022020.png]]</center>
 +
<!--<center>P70-22_3_1-70-(11)-11022020.png</center>-->
  
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<center>[[File:X70-22_2_6-70-(14)-11172020.png]]</center>
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When you click the '''Chart Properties '''form’s '''Apply '''or '''OK '''button, the chart’s '''Start Date boundary '''moves to the right as shown here:
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<!--<center>X70-22_2_6-70-(14)-11172020.png</center>-->
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===Notes===
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<center>[[File:P70-22_3_1-70-(12)-11022020.png]]</center>
 +
<!--<center>P70-22_3_1-70-(12)-11022020.png</center>-->
  
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The feature described above is also available when '''Fiscal Year Date Formats''' are used.  Please keep in mind that all three '''Time Axis Levels '''can use the '''Count Up/Down''' feature in conjunction with the '''Label formats''' provided by OnePager in the three '''Time Axis Level '''sub-tabs. 
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The same set of steps can be used to '''edit''' the '''Finish Date boundary '''as well.  As with the discussion related to the '''Start/Finish Date boundaries''' in the '''Template Properties '''form, any attempt to set a '''Finish Date '''earlier than a '''Start Date '''or vice versa in the '''Chart Properties '''form’s '''Time Axis ''' tab causes OnePager Pro to issue the warning message like the one shown below:
  
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The only exception is that OnePager does not provide '''Label formats''' for the '''Count Up/Down '''feature for the '''Quarters''' '''Tic Unit Label'''.  This can be overcome, if desired, by creating your own '''Custom Date Format''' for this '''Tic Unit Label'''.
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<center>[[File:P70-22_3_1-70-(13)-11022020.png]]</center>
 +
<!--<center>P70-22_3_1-70-(13)-11022020.png</center>-->
  
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For more information on the '''Custom Date Format '''feature, please see the article at:  [[The Custom Date Format Feature for OnePager Express for Version 7.0 | The Custom Date Format Feature for OnePager Express]] <!--22.5.2-70-->
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====Auto-Adjust Timeline Options in the Chart Properties Form====
  
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As a final note, the '''edits '''discussed in this article apply to '''Floating Time Axes''' if they are shown in the '''Graph''' and the '''edits''' to the '''Time Axis Levels''' related to the '''Count Up/Down '''feature remain if the you '''switch Time Axes '''from one '''Level '''to another.
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The '''Auto-adjust timeline '''dropdown options are relevant in situations where you are '''creating multiple snapshots''' or '''updating snapshots''' from your '''source plan''' where the '''source plan’s''' '''Start/Finish Date boundaries''' can '''change'''.  When a chart is first '''created''', the '''Start/Finish Date boundary '''settings shown in the '''Chart Properties''' form are set in accordance with the associated controls in the '''Template Properties '''form.  After the chart is '''created''', the settings for the '''Start/Finish Date boundaries '''are shown and the '''default setting''' for the '''Auto-adjust timeline''' is '''Always yes'''.  With this setting, OnePager Pro automatically '''adjusts '''the '''timeline’s''' '''Start/Finish Date boundaries''' if, in a new snapshot or updated snapshot, the software detects that these '''dates''' are required to change in the chart.
  
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==Related Links==
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If, after '''creating''' the chart, you use the '''Chart Properties '''form '''Time Axis '''tab '''Calendar '''sub-tab’s controls or the ribbon’s '''View '''ribbon tool bar tab controls to '''change''' either the '''Start Date '''or '''Finish Date''', OnePager Pro changes the '''default setting''' for the '''Auto-Adjust timeline '''to '''Always no'''.  This is done because you are taking control of the '''Start/Finish Date boundary '''settings and it is presumed that you want OnePager Pro to no longer participate.  Of course, you do have the ability to '''change''' the '''Auto-adjust timeline '''option to '''Ask each time''' if you desire.
  
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[[Showing Different Time Units of Time for OnePager Express for Version 7.0 | Showing Different Units of Time for OnePager Express]] <!--22.1.2-70-->
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For more information on '''Auto-Adjust Timeline Options''', please see this section in the article at:  [[Changing the Chart’s Start/Finish Dates for OnePager Pro for Version 7.0#Auto-Adjust Timeline Options | Auto-Adjust Timeline Options]] <!--22.3.1-70-->
 +
===Editing Start/Finish Date Settings in the Chart===
  
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[[Labeling Time Axis Levels for OnePager Express for Version 7.0 | Labeling Time Axis Levels for OnePager Express]] <!--22.1.6-70-->
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OnePager Pro has a control in the OnePager Pro '''View '''ribbon tool bar tab that can be used to '''change''' '''Start/Finish Date boundary '''settings as shown below:
 +
 
 +
<center>[[File:P70-22_3_1-70-(2)-11022020.png]]</center>
 +
<!--<center>P70-22_3_1-70-(2)-11022020.png</center>-->
 +
 
 +
After a chart is '''created''' or '''updated''', you can '''edit '''either the '''Start '''or '''Finish Date boundary '''or '''both''' by using these two controls and their dropdown menu as illustrated here:
 +
 
 +
<center>[[File:P70-22_3_1-70-(15)-11022020.png]]</center>
 +
<!--<center>P70-22_3_1-70-(15)-11022020.png</center>-->
 +
 
 +
As with the discussion related to the '''Start/Finish Date boundaries''' in the '''Template Properties '''and '''Chart Properties '''forms, any attempt to set a '''Finish Date '''earlier than a '''Start Date '''or vice versa causes OnePager Pro to issue the warning message like the message shown below:
 +
 
 +
<center>[[File:P70-22_3_1-70-(16)-11022020.png]]</center>
 +
<!--<center>P70-22_3_1-70-(16)-11022020.png</center>-->
 +
 
 +
==Related Links==
  
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[[Changing the Chart’s Start/Finish Dates for OnePager Express for Version 7.0 | Changing the Chart’s Start/Finish Dates for OnePager Express]] <!--22.3.2-70-->
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[[Showing Different Time Units of Time for OnePager Pro for Version 7.0 | Showing Different Units of Time for OnePager Pro]] <!--22.1.1-70-->
  
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[[Re-Ordering Time Axis Levels for OnePager Express for Version 7.0 | Switching Time Axis Levels for OnePager Express]] <!--22.3.6-70-->
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[[Labeling Time Axis Levels for OnePager Pro for Version 7.0 | Labeling Time Axis Levels for OnePager Pro]] <!--22.1.5-70-->
  
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[[The Floating Time Axis Feature for OnePager Express for Version 7.0 | The Floating Time Axis Feature for OnePager Express]] <!--22.3.10-70-->
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[[Re-Ordering Time Axis Levels for OnePager Pro for Version 7.0 | Switching Time Axis Levels for OnePager Pro]] <!--22.3.5-70-->
  
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[[The Custom Date Format Feature for OnePager Express for Version 7.0 | The Custom Date Format Feature for OnePager Express]] <!--22.5.2-70-->
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[[Managing the Current Template for Version 7.0 | Managing the Current Template]] <!--24.6.1-70-->
  
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(22.2.6-70)
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(22.3.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
 
[[Category:Time Axis]]
 
[[Category:Time Axis]]
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[[Category:Floating Time Axis]]
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[[Category:Start/Finish Dates]]
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[[Category:Count Up/Down]]
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[[Category:View Tab]]
 
[[Category:Ribbon]]
 
[[Category:Ribbon]]
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[[Category:Snapshots]]
 
 
[[Category:Charts]]
 
[[Category:Charts]]
 
[[Category:Templates]]
 
[[Category:Templates]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
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[[Category:OnePager Express]]
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[[Category:OnePager Pro]]

Revision as of 20:25, 15 January 2021

Overview

Projects, Microsoft Project source plans, and charts have Start/Finish Dates. Task bars and milestone symbols have Start/End Dates. The purpose of this article is to demonstrate how to manage the Start/Finish Dates for a OnePager Pro chart.

Start/Finish Dates can be set and edited from your Microsoft Project source plans where OnePager Pro examines the earliest task bar/milestone symbol Start Date and the latest task bar/milestone symbol End Date to establish the Start/Finish Date boundaries for the new or updated charts. The exact Start/Finish Dates for the chart are determined by the rules just stated but modified to dates that correspond to the first and last full Tic Unit shown in the Lowest Level Time Axis. Start/Finish Dates can also be set using the Start/Finish Date control settings in your OnePager Pro Template Properties form Time Axis tab’s Calendar sub-tab in the Date Boundaries control group before a chart is created as shown here:

P70-22 3 1-70-(1-1)-11022020.png

Finally, there are Start/Finish Date control settings you can edit after a chart is created in the OnePager Pro View ribbon tool bar tab in the Dates control group highlighted below:

P70-22 3 1-70-(2)-11022020.png

The Start/Finish Date control settings you can edit are in the Chart Properties form Time Axis tab’s Calendar sub-tab in the Date Boundaries control group after a chart is created shown below:

P70-22 3 1-70-(1)-11022020.png

Managing Start/Finish Dates

Editing Template Form Start/Finish Date Settings

OnePager Pro provides the capability for you to preset the Start/Finish Date boundaries before any charts are created.

Use System Generated Start/Finish Dates

You have the option to establish a Template Properties form option that allows OnePager Pro to establish the Start/Finish Dates for charts automatically. You can also override this option and establish your own Start/Finish Dates in the Template Properties form for permanent use with the Template Properties form. The default option, however, is to let OnePager Pro determine the Start/Finish Date boundaries automatically through the software’s examination of the task bar/milestone symbol structure in your source plan. OnePager Pro distributed Template Properties form settings in the Time Axis tab Date Boundaries control group are that the Use system generated start/finish dates checkbox is checked ON as shown here:

P70-22 3 1-70-(1)-11022020.png

When the Use system generated start/finish dates checkbox is checked ON, the Template Properties form’s Start Date and Finish Date, shown above, are disabled. If you uncheck the Use system generated start/finish dates checkbox, setting it to OFF, the form’s Start Date and Finish Date windows are enabled and you can set your own desired Start and Finish Dates using the standard Calendar dropdown as shown below:

P70-22 3 1-70-(4)-11022020.png

Resetting Start and Finish Dates in the Template Properties form requires that the Finish Date is later in the timeline than the Start Date setting. If the Finish Date is earlier than the Start Date or vice versa, OnePager Pro provides the warning message below when you attempt to click the Save and use button on the Chart Properties form:

P70-22 3 1-70-(5)-11022020.png

Clicking the OK button in the above form returns you to the Template Properties form where you can make the correction. Assuming the Start Date and Finish Dates are appropriately sequenced with the Use system generated start/finish dates checkbox unchecked (OFF), your settings are used by OnePager Pro to establish the timespan for subsequent charts using the Template Properties form.

Auto-Adjust Timeline Options

The Auto-adjust timeline dropdown in the Template Properties form Time Axis tab Date Boundaries control group is useful in managing Template Properties form created Start/Finish Dates. The Auto-adjust timeline dropdown option list is shown below:

P70-22 3 1-70-(6)-11022020.png

The dropdown menu lets you direct OnePager Pro to automatically change the Start/Finish Date boundaries of the chart when it is re-opened or updated and finds that some task bars or milestone symbols lie outside the original Start/Finish Date boundaries. The options are provided so that OnePager Pro either asks you each time it finds this situation, always makes the change to Start/Finish Date boundaries, or never makes the change and proceeds with the previous Start/Finish Date boundaries. If you select the first option, Ask each time, OnePager Pro displays the Message form below with the information you need to make one of the choices provided as shown in the example below:

P70-22 3 1-70-(7)-11022020.png

If you select the Always yes option, the default setting, OnePager Pro automatically adjusts the Start/Finish Date boundaries for you and proceeds. If you select Always no, OnePager Pro does not adjust the Start/Finish Date boundaries if task bars or milestone symbols are outside the current boundaries and proceeds. OnePager can also detect that the timeline needs to be shortened as well as lengthened. OnePager Pro under the Always yes option adjusts the Start/Finish Date boundaries of the chart to smallest Tic Unit on the Time Axis (rounded to the nearest whole Tic Unit).

For example, if the smallest Tic Unit of the Time Axis is Months, OnePager Pro sets the Start Date boundary at the first day of the Month and the Finish Date boundary to the last day of the Month. If the Use system generated start/finish dates checkbox is unchecked or OFF in the Template Properties form, Time Axis tab’s Calendar sub-tab, OnePager Pro ignores the Auto-adjust timeline options.

Other Considerations

Copying a chart to become a Template Properties does not fix the Start/Finish Date boundaries. Any chart, whether created from a Template Properties form with fixed Start/Finish Date boundaries or not, becomes a Template Properties form with the Use system generated start/finish dates checkbox checked ON.

For more information on Managing the current Template Properties form, please see this section in the article at: Making a Template Properties Form from a Chart

Any Template Properties form with fixed Start/Finish Date boundaries can only be modified with respect to editing the fixed Start/Finish Date boundaries by opening the Template Properties form, assuring that the Use system generated start/finish dates checkbox is checked OFF, and then setting the new Start/Finish Date boundaries after which the revised Template Properties form must be saved. These Use system generated start/finish dates can always be edited once the chart is created by going to the Chart Properties form’s Time Axis tab’s Calendar sub-tab in the Date Boundaries control group where you can manually edit the Start Date and Finish Date boundaries for the chart as shown below:

P70-22 3 1-70-(8)-11022020.png

All other controls on this sub-tab of the Template Properties form operate as described for the Chart Properties form’s Time Axis tab’s Calendar sub-tab. Any settings edited in the Template Properties form Time Axis tab’s Calendar sub-tab in the Calendar Settings and Formatting & Layout control groups are populated into the Chart Properties form’s Time Axis tab’s Calendar sub-tab and its settings in the Calendar Settings and Formatting & Layout control groups.

Editing Chart Properties Form Start/Finish Date Settings

Start/Finish Date Settings

As mentioned above, initial Chart Properties form Time Axis tab, Date Boundaries control group settings are determined in one of three ways. Typically, the Start/Finish Dates for the new chart are calculated from the task bar/milestone symbol data in the source plan. Further, the Auto-adjust timeline default option in the Chart Properties form is set to the Always no option so that source plan data drive the first setting of the Start/Finish Date boundaries for the chart as in the example below:

P70-22 3 1-70-(1)-11022020.png

Above, the Start Date is set to the start date of the first Quarter that the earliest task bar’s Start Date occupies and the Finish Date is set to the start date of the first Month following the End Date of the latest task bar shown in the chart as examples. The Start and Finish Date portions of the chart are shown in portions below:

P70-22 3 1-70-(10)-11022020.png

The Chart Properties form's Time Axis tab Calendar sub-tab’s Date Boundaries control group can be used to edit the Start/Finish Date boundaries of the chart. Access the Chart Properties form by clicking the Chart Properties button on the OnePager Pro Home tab’s ribbon and navigate to the Time Axis tab where the current Start/Finish Date boundaries controls reside. Next, click the Start Date dropdown and change the Start Date to 6/1/2019 as shown here:

P70-22 3 1-70-(11)-11022020.png

When you click the Chart Properties form’s Apply or OK button, the chart’s Start Date boundary moves to the right as shown here:

P70-22 3 1-70-(12)-11022020.png

The same set of steps can be used to edit the Finish Date boundary as well. As with the discussion related to the Start/Finish Date boundaries in the Template Properties form, any attempt to set a Finish Date earlier than a Start Date or vice versa in the Chart Properties form’s Time Axis tab causes OnePager Pro to issue the warning message like the one shown below:

P70-22 3 1-70-(13)-11022020.png

Auto-Adjust Timeline Options in the Chart Properties Form

The Auto-adjust timeline dropdown options are relevant in situations where you are creating multiple snapshots or updating snapshots from your source plan where the source plan’s Start/Finish Date boundaries can change. When a chart is first created, the Start/Finish Date boundary settings shown in the Chart Properties form are set in accordance with the associated controls in the Template Properties form. After the chart is created, the settings for the Start/Finish Date boundaries are shown and the default setting for the Auto-adjust timeline is Always yes. With this setting, OnePager Pro automatically adjusts the timeline’s Start/Finish Date boundaries if, in a new snapshot or updated snapshot, the software detects that these dates are required to change in the chart.

If, after creating the chart, you use the Chart Properties form Time Axis tab Calendar sub-tab’s controls or the ribbon’s View ribbon tool bar tab controls to change either the Start Date or Finish Date, OnePager Pro changes the default setting for the Auto-Adjust timeline to Always no. This is done because you are taking control of the Start/Finish Date boundary settings and it is presumed that you want OnePager Pro to no longer participate. Of course, you do have the ability to change the Auto-adjust timeline option to Ask each time if you desire.

For more information on Auto-Adjust Timeline Options, please see this section in the article at: Auto-Adjust Timeline Options

Editing Start/Finish Date Settings in the Chart

OnePager Pro has a control in the OnePager Pro View ribbon tool bar tab that can be used to change Start/Finish Date boundary settings as shown below:

P70-22 3 1-70-(2)-11022020.png

After a chart is created or updated, you can edit either the Start or Finish Date boundary or both by using these two controls and their dropdown menu as illustrated here:

P70-22 3 1-70-(15)-11022020.png

As with the discussion related to the Start/Finish Date boundaries in the Template Properties and Chart Properties forms, any attempt to set a Finish Date earlier than a Start Date or vice versa causes OnePager Pro to issue the warning message like the message shown below:

P70-22 3 1-70-(16)-11022020.png

Related Links

Showing Different Units of Time for OnePager Pro

Labeling Time Axis Levels for OnePager Pro

Switching Time Axis Levels for OnePager Pro

Managing the Current Template

(22.3.1-70)

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