Difference between revisions of "Testing Article1"

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==About the Rows and Swimlanes Tab==
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==About the Task Bars Tab for OnePager Pro==
  
The '''Rows/Swimlanes''' tab in the '''Chart Properties''' form, below, provides you with the capabilities to '''collect''' task from you imported '''source plans '''into '''rows''', '''group rows''' into '''swimlane levels''', '''format rows/swimlanes properties''', and '''sort rows '''and '''swimlanes'''.
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The '''Task Bars''' tab page, shown below, lets you control the '''style and decoration''' of task bars.  Additionally, within this tab are the controls for creating and managing '''conditional formatting rules'''.
  
<center>[[File:P70-21_2_1-70-(1)-10142020.png]]</center>
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<center>[[File:P70-21_3_1-70-(1)-10152020.png]]</center>
<!--<center>P70-21_2_1-70-(1)-10142020.png</center>-->
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<!--<center>P70-21_3_1-70-(1)-10152020.png</center>-->
  
The layout for the '''Rows/Swimlanes''' tab for OnePager Express is the same as the '''Rows/Swimlanes '''tab shown above for OnePager ProThe '''Rows/Swimlanes '''tab consists of three control groups which each have sub-control groups with specific controls and buttons to access sub-forms as discussed in the following sub-sections.
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The '''Task Bars''' tab in the '''Chart Properties''' form is the same as the '''Task Bars''' tab in the '''Template Properties''' formAdditionally, it is possible to make '''edits''' in the '''Task Bars''' tab and have these '''edits mirrored''' in the '''Milestones''' tab of the '''Chart Properties''' form and vice versa.
  
This article is meant as an introduction to the '''Rows/Swimlanes '''tab of the '''Chart Properties '''form.
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Please check the '''Related Links''' section below for more information on sub-forms accessible from the '''Task Bars''' tab: [[Task Bars Tab for Version 7.0 (OnePager Pro)#Related Links | Related Links]] <!--21.3.1-70-->
  
OnePager Pro and Express are enhanced to support three (3) '''swimlane levels''' versus one '''swimlane level '''in previous versions.  Accordingly, there are certain additional controls that are provided for creating and managing  up to three '''swimlane levels '''instead of just one.  The enhancement to three '''swimlane levels''' necessitated a redesign of the '''Rows/Swimlanes''' tabs of the '''Template Properties''' and '''Chart Properties '''forms where this article overviews the changes to the '''Chart Properties '''form and points you to specific article that contain more detail.
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==Default Task Bar Styles Control Group==
  
For more in depth information on the new '''multi-level swimlane '''capabilities of OnePager version 7.0, the two article links below are comprehensive and helpful:
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Collected in this sub-control group are all the controls associated with defining or changing the properties of '''task bars properties'''. These controls include:
  
<center>
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===Shape===
{| class="wikitable"
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| [[About OnePager's Rows and Swimlanes | About OnePager's Rows and Swimlanes]] <!--12.0.2-70-->
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|-
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| [[Using the Multiple Swimlane Levels Feature - Overview | Using the Multiple Swimlane Levels Feature - Overview]] <!--12.0.3-70-->
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|}
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</center>
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What follows from this point is an overview of the controls available in the redesigned '''Rows/Swimlanes '''tab of the '''Chart Properties '''form.
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The dropdown menu shows a lengthy variety of '''task bar shapes''' available for use as shown here:
  
==Rows==
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<center>[[File:P70-21_3_1-70-(2)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(2)-10152020.png</center>-->
  
===Task Layout Sub-Control Group===
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===Fill===
  
The '''Rows''' control group gives you the option to '''layout''' task bars/milestone symbols in the chart in a '''Gantt chart layout''' or a '''Timeline layout''' where '''multiple imported tasks''' are represented in one '''row'''.  The '''row''' is the basic horizontal strip where task bars/milestone symbols are placed by OnePager when the chart is created or updated.  The most common '''layout option''' is the '''Gantt chart layout''' where one task bar/milestone symbol is occupies a '''row'''.  The '''Gantt chart layout''' is the '''default'''.
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This dropdown menu shows the five (5) available '''task bar shape fill patterns''' or '''texture''' options as shown below:
  
OnePager Pro and Express are distributed with '''Template Properties''' forms that support both '''Gantt chart layouts''' and '''Timeline layouts'''.
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<center>[[File:P70-21_3_1-70-(3)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(3)-10152020.png</center>-->
  
For '''Timeline layouts''' there are additional options for '''aligning''' multiple task bars/milestone symbols and '''staggering overlapping task''' on the '''timelines'''.
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===Task Bar Height===
  
For more information on the '''Row control group''', please see the article at: [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-70-->
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These two (2) radio buttons and their associated values allow you to set the '''task bar height''' as an absolute quantity ('''inches or centimeters''') or as a '''percentage of the row height''', which is shown in parentheses for reference as shown here:
  
===Row Border Formatting… Button===
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<center>[[File:P70-21_3_1-70-(4)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(4)-10152020.png</center>-->
  
Clicking the '''Row Border Formatting… '''button access the '''Row Formatting''' form as shown here:
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===Border Controls===
  
<center>[[File:P70-21_2_1-70-(2)-10142020.png]]</center>
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In the upper right corner of the form, there are three (3) controls that allow you change (1) the '''color''' of '''task bar shape's border''', (2) the '''width of the border''' and (3) the '''border’s style''' as shown below with the '''Border Color''' dropdown clicked to access the standard '''Color Chooser''' form:
<!--<center>P70-21_2_1-70-(2)-10142020.png</center>-->
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The '''Row Formatting''' form contains the controls for turning '''ON'''  and '''OFF '''all '''row borders''' and '''formatting row borders''' with respect to their '''color''', '''line width''', and '''dash type'''. '''Row borders''' may overlap '''borders''' for '''swimlane levels''' and the '''interior frame''' of the '''graph area'''.
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<center>[[File:P70-21_3_1-70-(5)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(5)-10152020.png</center>-->
  
For more information of '''Row and Swimlane Borders''', please see the article at: [[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70-->
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Further, you have the capability to establish the '''border color''' to be the same as the '''task bar shape fill color''' which effectively makes the '''task bar shape border''' disappear. Clicking the dropdown button on the '''Border Color''' control accesses the standard OnePager '''Color Chooser''' form as shown in the above illustration. The '''Border Width''' control allows you to set the value for the '''width''' of the '''task bar shape's border''' in '''inches or centimeters''' depending on the '''Template''' that was originally used to create the chart.
  
===Sorting Rows===
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There are five (5) '''Border Styles''' to select from with the '''default style''' set at '''Solid''' as shown below:
  
The controls in the '''Row Sorting''' sub-control group provides the capabilities for '''Sorting rows like Project '''(or '''Sorting row like Excel''' for OnePager Express) and using a '''source plan '''imported '''data field''' to control the '''sorting of rows''' in the chart.
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<center>[[File:P70-21_3_1-70-(6)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(6)-10152020.png</center>-->
  
For more information on '''Row Sorting''', please see the related sub-sections in the article at: [[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-70-->
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===Task Bar/Milestone Symbol Fill Color===
  
==Swimlanes==
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The '''Task Bar/Milestone Fill Color''' sub-control group provides two (2) options for assigning initial '''colors''' to task bar shapes and is shown below:
  
OnePager Pro and Express version 7.0 support three (3) '''swimlane levels''' and the controls are provided in the '''Swimlanes '''sub-tab of the ''' Rows/Swimlanes ''' tab of the '''Chart Properties '''form as shown below:
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<center>[[File:P70-21_3_1-70-(7)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(7)-10152020.png</center>--> 
  
<center>[[File:P70-21_2_1-70-(3)-10142020.png]]</center>
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You can specify a '''single color''' for '''all task bar shapes''' via the standard OnePager '''Color Chooser''' form when the '''Use on color:''' radio button is is checked '''ON'''.   More commonly, clicking the '''Color-code based on''' radio button allows you to select a field from your Microsoft Project '''source plan''' to assign a data driven '''color''' to each task bar.  
<!--<center>P70-21_2_1-70-(3)-10142020.png</center>-->
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'''Swimlane levels '''are contiguous sets of '''rows''' that you can be group together using the '''Group by''' values imported from your Microsoft Project or Excel '''source plan '''designated '''data field'''.
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The '''data driven color''' assignment is sometimes referred to as '''round-robin color'''.  OnePager goes in sequence through the '''color palette''' and assigns a new '''color''' when it finds a new distinct value in the data.  If it finds more distinct values than there are '''colors''' in the '''palette''', it starts over at the beginning of the '''palette''' and uses each '''color''' for a second data value, and so on. Also note that the '''Color-code based on''' selects a single data field that applies to both task bars and milestone symbols as shown here:
  
===Swimlane Left#1, Left#2, and Left#3 Sub-Tabs===
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<center>[[File:P70-21_3_1-70-(8)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(8)-10152020.png</center>-->
  
OnePager supports up to three (3) '''swimlane levels '''that are named '''Left#1''', '''Left#2''', and '''Left#3'''.  These sub-tab names are consistently used throughout OnePager Pro and Express and in this documentation.  As a convention, the lowest numbered '''Left#n''' '''swimlane level''' appears in the chart to the furthest left along the '''left border''' of the chart and higher numbered '''Left#n swimlane levels '''appear in the next right position.  This scheme is intended to maintain a lowest to highest '''swimlane level numbering''' from left to right in the chart.  '''Text columns''', when shown in the chart, appear to the right of the '''highest numbered''' '''swimlane level''' when '''swimlane levels '''are being shown.  When there are no '''swimlane levels''' shown in the chart '''text columns''', if shown, are to the left of the '''graph area'''.
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This is one of the few places where task bars and milestone symbols are constrained to have the '''same default behavior'''.
  
When '''swimlane levels''' are shown in the chart they are accompanied by a '''swimlane level name label''' that is either created by OnePager from the '''source plan’s '''designated '''data field''' for that '''swimlane level''' or you may provide your own '''swimlane level name label''' using controls provided and discussed below.
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===Mirror format settings between task bars and milestones===
  
===Swimlane Formatting… Button===
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This single checkbox sub-control is used so that you have the option to simply apply any '''property edits''' you make to task bars to milestone symbols without having to go to the '''Milestones''' tab of the '''Chart Properties''' form. 
  
Each sub-tab in the '''Swimlanes '''tab of the '''Chart Properties '''form is associated with a '''Swimlane Formatting… '''button that access its '''Swimlane Formatting – Left#n '''form as shown below:''' '''
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It is recommended that you check the '''Mirror format settings between task bars and milestones''' checkbox '''ON''' before making any '''edits''' in the tab.  That way, OnePager applies the '''edits''' to both task bars and milestones symbols from the start.  '''Task bar''' and '''milestone symbol fill colors''' are always '''mirrored''' regardless of the '''Mirror...''' checkbox being checked '''ON''' or '''OFF'''.
  
<center>[[File:P70-21_2_1-70-(4)-10142020.png]]</center>
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When this checkbox is checked '''ON''', OnePager automatically makes any changes to '''Milestones properties''' that are made to '''Task Bar properties''' for all settings where a '''blue dot''' appears to the right of the setting as in the illustration below where the checkbox is checked '''ON''':
<!--<center>P70-21_2_1-70-(4)-10142020.png</center>-->
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There are three (3) identical '''Swimlane Formatting – Left#n''' forms, one for each '''swimlane level '''accessed by first clicking the desired '''Left#1''', '''Left#2''', or '''Left#3 '''sub-tab described above. The '''Swimlane Formatting – Left#n '''form’s '''Column Headings''' control group contains the controls for '''formatting''' the '''Column Heading’s''' attributes for the '''swimlane level''' including '''Font '''characteristics, '''Rotation''', '''Alignment''', and '''swimlane level heading’s background color'''.  The '''Swimlane Text '''control group controls the selection and '''formatting '''of the '''text''' that resides within the '''swimlane level name label cells''' shown in the chart.
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<center>[[File:P70-21_3_1-70-(9)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(9)-10152020.png</center>-->
  
The '''Swimlane Borders''' control group turns '''ON '''and '''OFF''' the '''swimlane level’s borders''' and controls their '''format''' in terms of '''color''', '''line width''', and '''dash type'''.
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==Task Bar Decorations Control Group==
  
As mentioned above, '''swimlane borders '''may overlap '''row borders''' in the chart.  Additionally, when '''multiple swimlane levels''' are shown, these '''multiple swimlane level borders''' may overlap.
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There are '''seven (7) decorations''' for task bars.  Each can be turned '''ON''' by checking the associated checkbox to the left of the control's label as shown here:
  
===Sorting Swimlanes===
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<center>[[File:P70-21_3_1-70-(10)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(10)-10152020.png</center>-->
  
The controls in the '''Swimlane Sorting''' sub-control group provides the capabilities for '''Sorting swimlanes like Project '''(or '''Sorting row like Excel''' for OnePager Express) and using a '''source plan '''imported '''data field''' to control the '''sorting of swimlanes''' in the chart.
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Each of these '''decorations'''' controls can be accessed by clicking the adjacent button as shown in the illustration above.  When any of the '''seven (7) decoration''' buttons are clicked, OnePager Pro accesses a form with specific controls to '''manage the decorations''' for that '''decoration type'''. What follows is a description of each of the '''specific control forms''' associated with each of the '''seven (7) decoration types''':
  
For more information on '''Swimlanes and Row Sorting''', please see the related sub-sections in the article at: [[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0 | Creating, Formatting, and Sorting Swimlanes Levels]] <!--12.02.1-70-->
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===Task Bar Label Properties... Button and The Set Label Properties Form=== 
  
==Text Columns==
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Clicking '''Task Bar Label Properties...''' button accesses the '''Set Label Properties''' form shown below wherein the '''source plan''' field name for the task, '''task bar label font properties''', '''label positions''', and '''label text collision avoidance''' controls can be set as shown here:
  
OnePager Pro and Express version 7.0 support five (5) '''text columns''' and the controls are provided in the '''Text Columns '''sub-tab of the ''' Rows/Swimlanes '''tab in the '''Chart Properties '''form as shown below:
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<center>[[File:P70-21_3_1-70-(11)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(11)-10152020.png</center>-->
  
<center>[[File:P70-21_2_1-70-(5)-10142020.png]]</center>
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====Task Bar Name Field Selection====
<!--<center>P70-21_2_1-70-(5)-10142020.png</center>-->
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'''Text columns '''are associated with each visible '''row''' and can be used to display values imported from your Microsoft Project or Excel '''source plan’s '''designated '''data field'''.
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The '''Set Label Properties''' form's '''Label field''' dropdown as shown below allows you to access the full list of '''source plan''' field names '''imported''' by OnePager and '''select''' from the dropdown the field name OnePager uses to provide a visible '''task label''' into the chart for each visible task bar/milestone symbol:
  
===Text Column Left#1, Left#2, Left#3, Left#4, and Left#5 Sub-Tabs===
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<center>[[File:P70-21_3_1-70-(12)-10292019.png]]</center>
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<!--<center>P70-21_3_1-70-(12)-10292019.png</center>-->
  
OnePager supports five (5) '''text columns '''that are named '''Left#1''' through '''Left#5'''.  These sub-tab names are consistently used throughout OnePager Pro and Express and in this documentation.  As a convention, the lowest numbered '''Left#n''' '''text column''' appears in the chart to the furthest left along the left '''border '''of the chart or to the immediate right of the '''highest swimlane level''' (if '''swimlane levels''' are being shown) and higher numbered '''Left#n text columns '''appear in the next right position.  This scheme is intended to maintain a lowest to highest '''text column numbering''' from left to right in the chart.  '''Text columns''', when shown in the chart, appear to the immediate left of the '''graph area'''.
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====Task Bar Label Font Properties====
  
When '''text columns''' are shown in the chart they are accompanied by a '''text column name label''' that is either created by OnePager from the '''source plan’s '''designated '''data field''' for that '''text column''' or you may provide your own '''text column name label''' using controls provided and discussed below.
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Clicking the '''Label font''' dropdown button accesses the standard OnePager '''Font properties''' form as shown below:
  
===Text Column Formatting… Button===
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<center>[[File:P70-21_3_1-70-(13)-10292019.png]]</center>
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<!--<center>P70-21_3_1-70-(13)-10292019.png</center>-->
  
Each sub-tab in the '''Text Columns '''tab of the '''Chart Properties '''form is associated with a '''Text Column Formatting… '''button that access its '''Text Column  Formatting – Left#n '''form as shown below:''' '''
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The standard '''Font properties''' form allows you to set the '''Label text's''' '''font type''', '''color''' using the standard '''Color Chooser''' form, the '''font size''' in pixels, and the '''Bold -''' ''Italics'' '''- [[Underline]]''' settings.
  
<center>[[File:P70-21_2_1-70-(6-2)-10142020.png]]</center>
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====Task Bar Label Position====
<!--<center>P70-21_2_1-70-(6-2)-10142020.png</center>-->
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There are five (5) identical '''Text-Column Formatting – Left#n''' forms. Each '''text column '''is accessed by first clicking one of the desired '''Left#1''' through '''Left#3 '''sub-tab described above.  The '''Text-Column Formatting – Left#n '''form’s '''Column Headings''' control group contains the controls for '''formatting''' the '''Column Heading’s''' attributes for the '''text column''' including '''Font '''characteristics, '''Rotation''', '''Alignment''', and '''text column heading’s background color'''.  The '''Column Text '''control group controls the selection and '''formatting '''of the '''text''' that resides within the '''text column name label cells''' shown in the chart.  Because '''text column cells''' are associated with '''rows''', '''text column border''' management is at the '''row level''' and controlled in the '''Rows '''control group of the '''Rows/Swimlanes '''tab of the '''Chart Properties '''form.
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The '''default task bar label position''' is '''Best fit all directions''' as shown in the illustration below along with the other nine (9) available standard positions :
  
===Additional Text Columns Sub-Control Groups===
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<center>[[File:P70-21_3_1-70-(14)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(14)-10152020.png</center>-->
  
In the '''Text Columns '''control group when the '''Display data from''' window contains a '''numeric''' or a '''date field''', the '''Text Columns '''control group is supplemented with an additional sub-control group depending on the type of '''data field''' placed in the '''Display data from''' window. If the '''Display data from '''window contains a '''numeric type field''', the '''Text Columns '''control group looks like this:
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The '''default''' setting of '''Best fit all directions''' gives OnePager the flexibility to establish '''task bar/milestone symbol label positions''' that do not '''collide''' with other graphics in the chart.
  
<center>[[File:P70-21_2_1-70-(7)-10142020.png]]</center>
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One Pager's '''Text Label Collision Avoidance feature''', discussed in brief next, provides you with a set of rules you can employ to tell OnePager how to position '''task bar/milestone symbol text labels''' in the chart.
<!--<center>P70-21_2_1-70-(7)-10142020.png</center>-->
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If the '''Display data from '''window contains a '''date type field''', the '''Text Columns '''control group looks  like this:
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===Smart Labeling Settings===
  
<center>[[File:P70-21_2_1-70-(8)-10142020.png]]</center>
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As mentioned, OnePager has a '''Smart Labeling''' or the '''Text Label Collision Avoidance feature''' that attempts to avoid '''cluttered text labels''' appearing in the '''graph''' or at least to minimize the occurrences.  The controls available to you are shown below:
<!--<center>P70-21_2_1-70-(8)-10142020.png</center>-->
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For more information on '''Text Columns''', please see the article at: [[Creating and Formatting Text Columns for Version 7.0 | Creating and Formatting Text Columns]] <!--12.03.1-70-->
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<center>[[File:P70-21_3_1-70-(15)-10292019.png]]</center>
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<!--<center>P70-21_3_1-70-(15)-10292019.png</center>-->
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The '''Enable smart labeling for task/milestone labeling''' checkbox '''enables''' the '''Smart Labeling''' controls when the checkbox is checked '''ON''' and '''disables''' the controls when the checkbox is checked '''OFF'''.  There are four (4) algorithm types available for you to '''enable/disable''', set a specific parameter, and establish an '''algorithm priority''' among the set of four.
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====Wrap text up to====
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The '''Wrap text up to (value) lines algorithm''' tells OnePager, depending on the '''priority''' established, to take the '''text label string''' and wrap it into a maximum of lines up to the value set in the parameter. The default is set to '''2 lines'''.
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====Stair steps up to====
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The '''Stair steps up to (value) levels algorithm''' tells OnePager, again depending on the '''priority''' establishes, to create a '''Comment box''' like structure that connects to the task bar/milestone symbol that holds the '''text label string'''.  The '''number of levels value''' is typically set to '''1''' meaning that the '''Stair step''' is positioned in the '''row''' immediately above the '''row''' containing the subject task bar/milestone symbol.  Higher '''number of level values''' increases the number of '''rows''' skipped in positioning the '''Stair step'''.
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====Truncate text to====
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The '''Truncate text to (value) characters algorithm''' tells OnePager to chop off an excessively long '''text label string''' up to and including the '''value number of characters''' and replace the '''truncated text label charters''' with the '''...''' character so the modified '''text label string''' fits in the selected position.  The '''value number of charters''' setting is set to '''20''' characters including the '''...''' character.
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====Shrink font by up to====
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The '''Shrink font by up to (value) percent algorithm''' tell OnePager to reduce the '''text label string's''' '''font size''' up to the '''percentage''' specified in the value until the reduced '''font size text label string''' fits in the selected position.
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====Additional Information Links====
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For more information on the '''Smart Labeling/Text Label Collision Avoidance''' feature, please see the article at: [[Resolving Task Bar Name Label Collisions for Version 7.0 (Portal) | Resolving Task Bar Name Label Collisions (Portal)]] <!--9.7.1-70-->
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 +
For more information on '''text labeling''', please see the article at: [[Task Shape Name Labels for OnePager Pro for Version 7.0 | Task Shape Name Labels for OnePager Pro]] <!--10.15.1-70-->
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===%Complete Properties===
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Clicking this button accesses the '''Set percent-complete properties''' form shown below which controls the display characteristics of the '''%Complete''' representation.
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<center>[[File:P70-21_3_1-70-(16)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(16)-10152020.png</center>-->
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The '''Set percent-complete properties''' form allows you to set the source of the '''percent complete field''' from the  '''source plan''', the '''color''' of the '''percent complete bar''' in the task bar, and several other '''properties'''.
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For more information on the settings in the '''Set percent-complete properties''' form, please see the article at:  [[Percent complete for Version 7.0 (OnePager Pro) | Percent complete for OnePager Pro]] <!--10.3.1-70-->
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For information on the use of the '''Honor non-working times''' checkbox, please see this section in this article at:  [[Managing Working Hours and Non-Working Hours for OnePager Pro for Version 7.0#The Honor Non-Working Time Feature | Managing Working Hours and Non-Working Hours for OnePager Pro-The Honor Non-Working Time Feature]] <!--22.5.3-70-->
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===Critical Path Properties===
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Clicking the '''Critical Path Properties''' button accesses the '''Set critical-path properties''' form shown below which allows you to control the '''color''' and '''height''', with respect to the '''height''' of the task bar, of the '''critical path''' representation:
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<center>[[File:P70-21_3_1-70-(17)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(17)-10152020.png</center>-->
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Only OnePager Pro supports the representation of '''critical path''' in the chart; OnePager Express does not.
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For more information on the use of the '''Set critical-path properties''' form, please see the article at: [[Critical path for Version 7.0 (OnePager Pro) | Critical path for OnePager Pro]] <!--10.7.1-70-->
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===Baseline Properties===
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Clicking the '''Baseline Properties''' button accesses the '''Set baseline properties''' form shown below which controls the '''shape, fill, and color''' of baseline bars, '''the connecting line''' properties, and how the '''baseline dates''' are displayed.
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<center>[[File:P70-21_3_1-70-(18)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(18)-10152020.png</center>-->
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For more information on the function and use of the controls in the '''Set baseline properties''' form, please see the article at:  [[Baselines for Version 7.0 (OnePager Pro) | Baselines for OnePager Pro]] <!--10.5.1-70-->
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===Date Label Properties...===
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Clicking the '''Date Label Properties...''' button accesses the '''Set date label properties''' form shown below which controls the '''properties of the date label'''. 
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<center>[[File:P70-21_3_1-70-(19)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(19)-10152020.png</center>-->
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You can control the '''date label’s font properties''', the '''position''' and display of the '''start and finish date''', the '''format of the date label''', and how to '''separate''' the '''date''' from the '''task bar’s label text'''.
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For more information on the use of the controls in the '''Set date label properties''' form, please see the article at:  [[Labeling Task/Milestone Dates for Version 7.0 (OnePager Pro) | Labeling Task/Milestone Dates for OnePager Pro]] <!--10.1.1-70-->
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===Deadline Properties...===
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 +
Clicking '''Deadline Properties''' button accesses the '''Set deadline properties''' form shown below which controls for the '''shape, fill, and position''' of the '''deadline''' controls.
 +
 
 +
<center>[[File:P70-21_3_1-70-(20)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(20)-10152020.png</center>-->
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It also lets you set a special '''color''' to denote '''deadlines''' that have '''not''' been met.  Additionally, as with the '''Baseline Properties''' form described above, the  '''Set deadline properties''' form controls '''connecting lines''' for '''deadlines''' and the '''properties of deadline date display'''.
 +
 
 +
For more information on the use of the controls in the '''Set deadline properties''' form, please see the article at:  [[Deadlines for Version 7.0 (OnePager Pro) | Deadlines for OnePager Pro]] <!--10.9.1-70-->
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 +
===Endpoint Properties...===
 +
 
 +
Clicking '''Endpoint Properties''' button accesses the '''Set endpoint properties''' form shown below which controls all properties for '''up to four (4) endpoints'''.
 +
 
 +
<center>[[File:P70-21_3_1-70-(21)-10152020.png]]</center>
 +
<!--<center>P70-21_3_1-70-(21)-10152020.png</center>-->
 +
 
 +
Each '''endpoint''' can display the '''date imported from any date field''' from Microsoft Project.  These '''properties''' are controlled essentially the same way as described above for '''Deadline Properties''' form, above.
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 +
For more information on the use of the controls in the '''Set endpoint properties''' form, please see the article at:  [[Endpoints for Version 7.0 (OnePager Pro) | Endpoints for OnePager Pro]] <!--10.11.1-70-->
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==Conditional Formatting Control Group==
 +
 
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The '''Conditional Formatting''' control group on the '''Task Bar''' tab has one button control,  the '''Manage Rules…''' button, as shown below:
 +
 
 +
<center>[[File:P70-21_3_1-70-(22)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(22)-10152020.png</center>-->
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 +
Clicking this button accesses the '''Conditional Formatting Rules''' form shown below which allows you to '''define, change, delete, and copy''' rules governing the '''formatting''' of task bars based on '''data imported''' from your Microsoft Project '''source plan'''. 
 +
 
 +
<center>[[File:P70-21_3_1-70-(23)-10152020.png]]</center>
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<!--<center>P70-21_3_1-70-(23)-10152020.png</center>-->
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For more information on how to use the '''Conditional Formatting''' feature and the '''Conditional Formatting Rules''' form, please see the article at: [[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-70-->
  
 
==Related Links==
 
==Related Links==
  
[[About OnePager's Rows and Swimlanes | About OnePager's Rows and Swimlanes]] <!--12.0.2-70-->
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[[Resolving Task Bar Name Label Collisions for Version 7.0 (Portal) | Resolving Task Bar Name Label Collisions (Portal)]] <!--9.7.1-70-->
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 +
[[Labeling Task/Milestone Dates  for Version 7.0 (OnePager Pro) | Labeling Task/Milestone Dates  for OnePager Pro]] <!--10.1.1-70-->
 +
 
 +
[[Percent complete for Version 7.0 (OnePager Pro) | Percent complete for OnePager Pro]] <!--10.3.1-70-->
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 +
[[Baselines for Version 7.0 (OnePager Pro) | Baselines for OnePager Pro]] <!--10.5.1-70-->
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 +
[[Critical path for Version 7.0 (OnePager Pro) | Critical path for OnePager Pro]] <!--10.7.1-70-->
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 +
[[Deadlines for Version 7.0 (OnePager Pro) | Deadlines for OnePager Pro]] <!--10.9.1-70-->
  
[[Using the Multiple Swimlane Levels Feature - Overview | Using the Multiple Swimlane Levels Feature - Overview]] <!--12.0.3-70-->
+
[[Endpoints for Version 7.0 (OnePager Pro) | Endpoints for OnePager Pro]] <!--10.11.1-70-->
  
[[Collecting, Formatting, and Sorting Task/Milestones into Rows for Version 7.0 | Collecting, Formatting, and Sorting Task/Milestones into Rows]] <!--12.01.1-70-->
+
[[Order of Tasks/Milestones Decorations for Version 7.0 | Order of Tasks/Milestones Decorations]] <!--10.13.1-70-->
  
[[Creating, Formatting, and Sorting Swimlanes Levels for Version 7.0 | Creating, Formatting, and Sorting Swimlanes Levels]] <!--12.02.1-70-->
+
[[Task Shape Name Labels for OnePager Pro for Version 7.0 | Task Shape Name Labels for OnePager Pro]] <!--10.15.1.-70-->
  
[[Creating and Formatting Text Columns for Version 7.0 | Creating and Formatting Text Columns]] <!--12.03.1-70-->
+
[[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-70v
  
[[Row and Swimlane Borders for Version 7.0 | Row and Swimlane Borders]] <!--12.04.1-70-->
+
[[Managing Working Hours and Non-Working Hours for OnePager Pro for Version 7.0 | Managing Working Hours and Non-Working Hours for OnePager Pro-The Honor Non]] <!--22.5.3-70-->
  
(21.2.1-70)
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(21.3.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
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[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Decorations]]
 
[[Category:Task/Milestone Decorations]]
[[Category:Rows and Swimlane Levels]]
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[[Category:Percent Complete]]
[[Category:Multiple Swimlane Levels]]
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[[Category:Critical Path]]
[[Category:Rows]]
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[[Category:Baselines]]
[[Category:Swimlanes]]
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[[Category:Labels]]
[[Category:Row/Swimlane Borders]]
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[[Category:Deadlines]]
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[[Category:Endpoints]]
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[[Category:Conditional Formatting]]
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[[Category:Color Palettes]]
 
[[Category:Ribbon]]
 
[[Category:Ribbon]]
 
[[Category:Snapshots]]
 
[[Category:Snapshots]]
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[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
 
[[Category:OnePager Pro]]
 
[[Category:OnePager Pro]]
[[Category:OnePager Express]]
 

Revision as of 15:13, 20 January 2021

About the Task Bars Tab for OnePager Pro

The Task Bars tab page, shown below, lets you control the style and decoration of task bars. Additionally, within this tab are the controls for creating and managing conditional formatting rules.

P70-21 3 1-70-(1)-10152020.png

The Task Bars tab in the Chart Properties form is the same as the Task Bars tab in the Template Properties form. Additionally, it is possible to make edits in the Task Bars tab and have these edits mirrored in the Milestones tab of the Chart Properties form and vice versa.

Please check the Related Links section below for more information on sub-forms accessible from the Task Bars tab: Related Links

Default Task Bar Styles Control Group

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

Shape

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

P70-21 3 1-70-(2)-10152020.png

Fill

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

P70-21 3 1-70-(3)-10152020.png

Task Bar Height

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

P70-21 3 1-70-(4)-10152020.png

Border Controls

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

P70-21 3 1-70-(5)-10152020.png

Further, you have the capability to establish the border color to be the same as the task bar shape fill color which effectively makes the task bar shape border disappear. Clicking the dropdown button on the Border Color control accesses the standard OnePager Color Chooser form as shown in the above illustration. The Border Width control allows you to set the value for the width of the task bar shape's border in inches or centimeters depending on the Template that was originally used to create the chart.

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

P70-21 3 1-70-(6)-10152020.png

Task Bar/Milestone Symbol Fill Color

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

P70-21 3 1-70-(7)-10152020.png

You can specify a single color for all task bar shapes via the standard OnePager Color Chooser form when the Use on color: radio button is is checked ON. More commonly, clicking the Color-code based on radio button allows you to select a field from your Microsoft Project source plan to assign a data driven color to each task bar.

The data driven color assignment is sometimes referred to as round-robin color. OnePager goes in sequence through the color palette and assigns a new color when it finds a new distinct value in the data. If it finds more distinct values than there are colors in the palette, it starts over at the beginning of the palette and uses each color for a second data value, and so on. Also note that the Color-code based on selects a single data field that applies to both task bars and milestone symbols as shown here:

P70-21 3 1-70-(8)-10152020.png

This is one of the few places where task bars and milestone symbols are constrained to have the same default behavior.

Mirror format settings between task bars and milestones

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

It is recommended that you check the Mirror format settings between task bars and milestones checkbox ON before making any edits in the tab. That way, OnePager applies the edits to both task bars and milestones symbols from the start. Task bar and milestone symbol fill colors are always mirrored regardless of the Mirror... checkbox being checked ON or OFF.

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

P70-21 3 1-70-(9)-10152020.png

Task Bar Decorations Control Group

There are seven (7) decorations for task bars. Each can be turned ON by checking the associated checkbox to the left of the control's label as shown here:

P70-21 3 1-70-(10)-10152020.png

Each of these decorations' controls can be accessed by clicking the adjacent button as shown in the illustration above. When any of the seven (7) decoration buttons are clicked, OnePager Pro accesses a form with specific controls to manage the decorations for that decoration type. What follows is a description of each of the specific control forms associated with each of the seven (7) decoration types:

Task Bar Label Properties... Button and The Set Label Properties Form

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

P70-21 3 1-70-(11)-10152020.png

Task Bar Name Field Selection

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

P70-21 3 1-70-(12)-10292019.png

Task Bar Label Font Properties

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

P70-21 3 1-70-(13)-10292019.png

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

Task Bar Label Position

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

P70-21 3 1-70-(14)-10152020.png

The default setting of Best fit all directions gives OnePager the flexibility to establish task bar/milestone symbol label positions that do not collide with other graphics in the chart.

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

Smart Labeling Settings

As mentioned, OnePager has a Smart Labeling or the Text Label Collision Avoidance feature that attempts to avoid cluttered text labels appearing in the graph or at least to minimize the occurrences. The controls available to you are shown below:

P70-21 3 1-70-(15)-10292019.png

The Enable smart labeling for task/milestone labeling checkbox enables the Smart Labeling controls when the checkbox is checked ON and disables the controls when the checkbox is checked OFF. There are four (4) algorithm types available for you to enable/disable, set a specific parameter, and establish an algorithm priority among the set of four.

Wrap text up to

The Wrap text up to (value) lines algorithm tells OnePager, depending on the priority established, to take the text label string and wrap it into a maximum of lines up to the value set in the parameter. The default is set to 2 lines.

Stair steps up to

The Stair steps up to (value) levels algorithm tells OnePager, again depending on the priority establishes, to create a Comment box like structure that connects to the task bar/milestone symbol that holds the text label string. The number of levels value is typically set to 1 meaning that the Stair step is positioned in the row immediately above the row containing the subject task bar/milestone symbol. Higher number of level values increases the number of rows skipped in positioning the Stair step.

Truncate text to

The Truncate text to (value) characters algorithm tells OnePager to chop off an excessively long text label string up to and including the value number of characters and replace the truncated text label charters with the ... character so the modified text label string fits in the selected position. The value number of charters setting is set to 20 characters including the ... character.

Shrink font by up to

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

Additional Information Links

For more information on the Smart Labeling/Text Label Collision Avoidance feature, please see the article at: Resolving Task Bar Name Label Collisions (Portal)

For more information on text labeling, please see the article at: Task Shape Name Labels for OnePager Pro

%Complete Properties

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

P70-21 3 1-70-(16)-10152020.png

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

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

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

Critical Path Properties

Clicking the Critical Path Properties button accesses the Set critical-path properties form shown below which allows you to control the color and height, with respect to the height of the task bar, of the critical path representation:

P70-21 3 1-70-(17)-10152020.png

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

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

Baseline Properties

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

P70-21 3 1-70-(18)-10152020.png

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

Date Label Properties...

Clicking the Date Label Properties... button accesses the Set date label properties form shown below which controls the properties of the date label.

P70-21 3 1-70-(19)-10152020.png

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

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

Deadline Properties...

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

P70-21 3 1-70-(20)-10152020.png

It also lets you set a special color to denote deadlines that have not been met. Additionally, as with the Baseline Properties form described above, the Set deadline properties form controls connecting lines for deadlines and the properties of deadline date display.

For more information on the use of the controls in the Set deadline properties form, please see the article at: Deadlines for OnePager Pro

Endpoint Properties...

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

P70-21 3 1-70-(21)-10152020.png

Each endpoint can display the date imported from any date field from Microsoft Project. These properties are controlled essentially the same way as described above for Deadline Properties form, above.

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

Conditional Formatting Control Group

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

P70-21 3 1-70-(22)-10152020.png

Clicking this button accesses the Conditional Formatting Rules form shown below which allows you to define, change, delete, and copy rules governing the formatting of task bars based on data imported from your Microsoft Project source plan.

P70-21 3 1-70-(23)-10152020.png

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

Related Links

Resolving Task Bar Name Label Collisions (Portal)

Labeling Task/Milestone Dates for OnePager Pro

Percent complete for OnePager Pro

Baselines for OnePager Pro

Critical path for OnePager Pro

Deadlines for OnePager Pro

Endpoints for OnePager Pro

Order of Tasks/Milestones Decorations

Task Shape Name Labels for OnePager Pro

Conditional Formatting (Portal)

(21.3.1-70)