Difference between revisions of "Testing Article1"

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==About the Milestones Tab for OnePager Express==
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==Using the Chart Properties Form’s Legend Tab==
  
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This tab page, shown below, lets you control the '''style and decoration''' of milestone symbols.  Additionally, within this tab are the controls for creating and managing '''conditional formatting rules'''.
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The '''Legend '''tab for the '''Chart Properties''' form looks like this:
  
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<center>[[File:X70-21_6_1-70-(1)-10162020.png]]</center>
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<center>[[File:P70-15_3_1-70-(2-1)-109152020.png]]</center>
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<!--<center>X70-21_6_1-70-(1)-10162020.png</center>-->
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<!--<center>P70-15_3_1-70-(2-1)-10152020.png</center>-->
  
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The '''Milestones''' tab in the '''Chart Properties''' form is the same as the '''Milestones''' tab in the '''Template Properties''' form.  Additionally, it is possible to make '''edits''' in the '''Milestones''' tab and have these '''edits mirrored''' in the '''Task Bars''' tab of the '''Chart Properties''' form and vice versa.
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As with the '''Template Properties''' form’s '''Legend''' tab, the controls in the '''Chart Properties''' form’s '''Legend''' tab are not '''enabled''' and cannot be '''edited''' until the '''Show legend''' checkbox is checked '''ON'''.  In the sub-sections that follow, each of the control groups and controls are discussed in detail.
  
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Please check the links for more information on sub-forms accessible from the '''Milestones''' tab.
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===Layout Control Group===
  
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==Default Milestone Symbol Styles Control Group==
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The '''Layout''' control group consists of two radio buttons that position the '''Legend''' either '''vertically''' in the chart or '''horizontally''' in the chart.  The '''default''' setting is '''Vertical''' and OnePager positions the '''Legend''', when '''shown''', in the '''upper right corner '''of the '''graph'''.
  
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Collected in this sub-control group are all the controls associated with defining or changing the properties of '''milestone properties'''. These controls include:
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The illustration below shows the '''Legend '''with the '''Horizontal''' radio button selected.
  
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===Shape===
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<center>[[File:P70-15_3_1-70-(3)-10102019.png]]</center>
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<!--<center>P70-15_3_1-70-(3)-10102019.png</center>-->
  
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The dropdown menu shows many '''milestone symbols''' available for use as shown here:
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OnePager initially positions the '''Horizontal Legend''' at the bottom of the '''graph'''.  You can perform all the '''re-positioning''', '''resizing''', and '''editing''' operations on the '''Horizontal Legend''' as are available for the '''Vertical Legend'''.  Additionally, the '''Horizontal Legend’s''' right-click '''context menu''' can be accesses as well as each individual '''Legend Item’s''' right-click '''context menu''' and all allowable '''edits''' can be made.  The '''Horizontal Legend''' can be reconfigured to the '''Vertical Legend '''at any time and any '''edits''' made to the '''Horizontal Legend''' are retained in the '''Vertical Legend'''.
  
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<center>[[File:X70-21_6_1-70-(2)-10162020.png]]</center>
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===Legend-Item and Legend-Title Font Editing Controls===
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<!--<center>X70-21_6_1-70-(2)-10162020.png</center>-->
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===Fill===
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There are two (2) sets of controls for '''editing font properties''' of the '''Legend-items''' and '''Legend-title'''.  For both sets of controls, clicking the dropdown button in the window to the immediate right of the control’s label access the standard OnePager '''Font properties''' form as shown below:
  
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This dropdown menu shows the five (5) available '''milestone symbol fill patterns''' or '''texture''' options as shown below:
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<center>[[File:P70-15_3_1-70-(4-1)-09152020.png]]</center>
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<!--<center>P70-15_3_1-70-(4-1)-09152020.png</center>-->
  
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<center>[[File:X70-21_6_1-70-(3)-10162020.png]]</center>
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There are six (6) controls in the '''Font properties''' form shown above which are standard in most applications involving '''text editing''':
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<!--<center>X70-21_6_1-70-(3)-10162020.png</center>-->
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===Milestone Height===
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:1) '''Font Style''', implemented as a dropdown list, includes the '''font styles''' installed on your computer.
  
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These two (2) radio buttons and their associated values allow you to set the '''milestone 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:
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:2) The '''Size''' control is a dial window where you can either click up or down or type in a desired '''font size''' integer value.
  
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<center>[[File:X70-21_6_1-70-(4)-10162020.png]]</center>
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:3) Clicking the '''Color''' dropdown accesses the standard OnePager '''Color Chooser''' form.
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<!--<center>X70-21_6_1-70-(4)-10162020.png</center>-->
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===Border Controls===
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:4)  The '''Bold''' button is a toggle that sets the selected '''text string''' as '''Bold text'''.
  
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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 '''milestone symbol 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 OnePager '''Color Chooser''' form:
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:5) The '''Italics''' button, also a toggle, sets the selected '''text string '''as ''Italic text''.
  
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<center>[[File:X70-21_6_1-70-(5)-10162020.png]]</center>
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:6)  The '''Underline''' button operates as a toggle that sets the selected '''text string'''s [[Underline]].
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<!--<center>X70-21_6_1-70-(5)-10162020.png</center>-->
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Further, you have the capability to establish the '''border color''' to be the same as the '''milestone symbol fill color''' which effectively makes the '''milestone symbol 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 '''milestone symbol's border''' in inches or centimeters depending on the '''Template''' that was originally used to create the chart.
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===Legend Position Controls===
  
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There are five (5) '''Border Styles''' to select from with the '''default style''' set at '''Solid''' as shown below:
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The '''Legend position''' control group consists of a dropdown selection list and eight (8) radio buttons. 
  
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<center>[[File:X70-21_6_1-70-(6)-10162020.png]]</center>
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The four (4) selection options for the dropdown list as shown below:
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<!--<center>X70-21_6_1-70-(6)-10162020.png</center>-->
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===Task Bar/Milestone Symbol Fill Color===
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<center>[[File:P70-15_3_1-70-(5-1)-09152020.png]]</center>
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<!--<center>P70-15_3_1-70-(5-1)-09152020.png</center>-->
  
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The '''Task Bar/Milestone Fill Color''' sub-control group provides two options for assigning initial '''colors''' to milestone symbols and is shown below:
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For more information on '''Legend Position Options''', please see the article at:  [[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]] <!--15.2.1-70-->
  
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<center>[[File:X70-21_6_1-70-(7)-10162020.png]]</center>
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===Legend Width and Height Resizing Controls===
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<!--<center>X70-21_6_1-70-(7)-10162020.png</center>-->
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You can specify a '''single color''' for '''all milestone symbols''' 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 milestone symbol.   
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There two (2) controls are for '''editing''' the '''width''' and '''length '''of the '''Legend''' box in the chart as shown below:
  
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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:
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<center>[[File:P70-15_1_1-70-(10-1)-09152020.png]]</center>
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<!--<center>P70-15_1_1-70-(10-1)-09152020.png</center>-->
  
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<center>[[File:X70-21_6_1-70-(8)-10162020.png]]</center>
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'''Legend resizing''' using the controls in the '''Legend''' tab of the '''Chart Properties''' form is done exactly like using the corresponding controls for the '''Comment box''' at the '''Chart Properties''' form's '''Comment Boxes''' tab.
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<!--<center>X70-21_6_1-70-(8)-10162020.png</center>-->
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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'''.
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For more information on the '''resizing '''controls shown for the '''Comment box''', please see this section of the article at:  [[Creating and Managing Comment Boxes for Version 7.0#Box Size Controls for Comment Boxes | Creating and Managing Comment Boxes-Box Size Controls for Comment Boxes]] <!--13.0.1-70-->
  
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===Mirror format settings between milestones and task bars===  
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===Background Color Controls===
  
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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 milestone symbols to task bars without having to go to the '''Task Bars''' tab of the '''Chart Properties''' form.   
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The '''Background color''' controls for the '''Legend''' are positioned below the '''Width and Height''' controls shown in the illustration above.  Clicking the window’s dropdown button accesses the standard OnePager '''Color Chooser''' form.  You can use the standard OnePager '''Color Chooser '''form to select a '''background color''' for the '''Legend''' as well as use employ the '''No fill''' feature to give the '''Legend''' an appearance of '''transparency'''.  As with '''resizing the Legend''', the controls and approach for using the '''No fill''' feature is the same as the approach for '''Comment boxes'''.   
  
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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''' fill colors are always '''mirrored''' regardless of the '''Mirror...''' checkbox being checked '''ON''' or '''OFF'''.
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For more information on the '''resizing '''controls shown for the '''Comment box''', please see this section of the article at:  [[Creating and Managing Comment Boxes for Version 7.0#Using the No fill Feature | Creating and Managing Comment Boxes-Using the No fill Feature]] <!--13.0.1-70-->
  
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When this checkbox is checked '''ON''', OnePager automatically makes any changes to '''Task Bar properties''' that are made to '''Milestone 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''':
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===Controlling Duplication of Legend Items===
  
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<center>[[File:X70-21_6_1-70-(9)-10162020.png]]</center>
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The OnePager '''Legend''' can '''show''' all task bars and milestone symbols even if several of them have the same '''Color''' and '''Shape'''.  This often resulted in unnecessarily busy-looking '''Legends'''. There is a control in the '''Template Properties''' and '''Chart Properties''' forms at the '''Legend''' tab giving you a checkbox to specifically tell OnePager '''Do not duplicate task/milestones''' items in the '''Legend '''regardless of their differences in '''color''' and/or '''shape'''.
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<!--<center>X70-21_6_1-70-(9)-10162020.png</center>-->
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==Milestone Symbol Decorations Control Group==
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This is shown in the '''Chart Properties''' form’s '''Legend''' tab below:
  
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There are '''five (5) decorations''' for milestone symbols.
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<center>[[File:P70-15_3_1-70-(6-1)-09152020.png]]</center>
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<!--<center>P70-15_3_1-70-(6-1)-09152020.png</center>-->
  
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Each can be turned '''ON''' by checking the associated checkbox to the left of the control's label as shown here:
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As an example, the '''Legend''' below shows both a blue milestone symbol item and blue task bar with the '''Do not duplicate tasks/milestones''' checkbox checked '''OFF''':
  
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<center>[[File:X70-21_6_1-70-(10)-10162020.png]]</center>
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<center>[[File:P70-15_3_1-70-(7)-10102019.png]]</center>
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<!--<center>X70-21_6_1-70-(10)-10162020.png</center>-->
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<!--<center>P70-15_3_1-70-(7)-10102019.png</center>-->
  
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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 '''five (5) decoration''' buttons are clicked, OnePager accesses a form with specific controls to '''manage the decorations''' for that '''decoration type'''.
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When the checkbox is checked '''ON''', only the task bar for each '''color''' appears in the '''Legend'''.
  
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What follows is a description of each of the '''specific control forms''' associated with each of the '''five (5) decoration types''':
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'''Legend items''' for milestone symbols can be suppressed by checking the '''Do not duplicate tasks/milestones''' checkbox is checked '''ON''' as shown below:
  
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===Milestone Label Properties... Button and The Set Label Properties Form=== 
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<center>[[File:P70-15_3_1-70-(8)-10102019.png]]</center>
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<!--<center>P70-15_3_1-70-(8)-10102019.png</center>-->
  
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Clicking this button accesses the '''Set Label Properties''' form shown below wherein the '''source plan''' field name for the milestone symbol, '''milestone symbol label font properties''', '''label positions''', and '''label text collision avoidance''' controls can be set as shown here:
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On occasion, it can become necessary when checking the '''Do not duplicate tasks/milestones''' checkbox '''ON and OFF '''to right-click on the '''Legend''' and then click the '''Rebuild Legend''' command in the '''Legend''' right-click ''' '''as shown below:
  
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<center>[[File:X70-21_6_1-70-(11)-10162020.png]]</center>
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<center>[[File:P70-15_3_1-70-(9)-10102019.png]]</center>
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<!--<center>X70-21_6_1-70-(11)-10162020.png</center>-->
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<!--<center>P70-15_3_1-70-(9)-10102019.png</center>-->
  
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====Milestone Symbol Name Field Selection====
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Performing this action tells OnePager to rescan the '''graph '''and '''rebuild '''the '''Legend''' to assure that the appearance of the '''Legend''' corresponds to the information displayed in the '''Chart Editor'''.
  
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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 '''milestone symbol label''' into the chart for each visible task bar/milestone symbol:
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===Make Title Automatically and Legend Title===
  
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<center>[[File:X70-21_4_1-70-(12)-10162020.png]]</center>
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The '''Make title automatically''' checkbox, when checked '''ON''' (the '''default setting'''), tells OnePager to automatically generate the '''Legend title '''based on the Microsoft Project '''source plan '''field '''name''' selected for '''Task Bar/Milestone Fill Color''' on the '''Task Bars''' or '''Milestone''' tabs on the '''Chart Properties''' form shown here:
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<!--<center>X70-21_4_1-70-(12)-10162020.png</center>-->
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====Milestone Symbol Label Font Properties====
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<center>[[File:P70-15_3_1-70-(10-1)-09152020.png]]</center>
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<!--<center>P70-15_3_1-70-(10-1)-09152020.png</center>-->
  
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Clicking the '''Label font''' dropdown button accesses the standard '''Font properties''' form as shown below:
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When the checkbox is checked '''OFF''', as shown below, the '''Legend title''' window under the '''Make title automatically '''checkbox is '''enabled''' and you can enter any desired '''Legend title''' for the '''Legend '''box displayed in the chart.
  
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<center>[[File:X70-21_4_1-70-(13)-10162020.png]]</center>
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<center>[[File:P70-15_3_1-70-(11-1)-09152020.png]]</center>
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<!--<center>X70-21_4_1-70-(13)-10162020.png</center>-->
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<!--<center>P70-15_3_1-70-(11-1)-09152020.png</center>-->
  
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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.
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If the above illustrated '''edits''' are applied, the '''Legend '''looks like this:
  
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====Milestone Symbol Label Position====
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<center>[[File:P70-15_3_1-70-(12-1)-12152020.png]]</center>
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<!--<center>P70-15_3_1-70-(12-1)-12152020.png</center>-->
  
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The '''default milestone symbol label position''' is '''Best fit all directions''' as shown in the illustration below along with the other nine (9) available standard positions :
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If the '''Make title automatically '''checkbox is subsequently rechecked '''ON''', the '''Legend title''' window is '''disabled'''.  Its '''edited''' contents may remain in the window and the '''title of the Legend''' in the chart reverts to the '''Legend title '''selected for '''Task Bar/Milestone Fill Color''' on the '''Task Bars''' or '''Milestone''' tabs on the '''Chart Properties''' form as shown here:
  
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<center>[[File:X70-21_4_1-70-(14)-10162020.png]]</center>
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<center>[[File:P70-15_3_1-70-(13-1)-109152020.png]]</center>
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<!--<center>X70-21_4_1-70-(14)-10162020.png</center>-->
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<!--<center>P70-15_3_1-70-(13-1)-09152020.png</center>-->
  
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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.  One Pager's '''Text Label Collision Avoidance feature''', discussed in brief next, provides you with a set of rules you can employ to tell OnePager how to position '''task/milestone text labels''' in the chart.
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The '''Make title automatically''' checkbox and the '''Legend title''' window are '''disabled '''on the '''Template Properties''' form’s '''Legend '''tab.
  
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===Smart Labeling Settings===
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===Show Legend On: Control Group===
  
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As mentioned, OnePager has a '''Smart Labeling''' or '''Text Label Collision Avoidance feature''' that attempts to avoid '''cluttered text labels''' appearing in the '''graph''' or at least to minimize the occurrences. The controls available to you are shown below:
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The '''Show legend on:''' control group is provided to give you specific control over where the '''Legend '''is to appear on '''multi-page outputs'''.  The '''default '''setting in the '''Template Properties '''and '''Chart Properties '''form’s '''Legend '''tab is '''All pages'''.  You can click the '''Pages '''radio button in the control group to '''enable '''the entry of specific '''output page numbers''' or '''series of page numbers '''in the window to the immediate right of the radio button.
  
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<center>[[File:X70-21_4_1-70-(15)-10162020.png]]</center>
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The '''entry window '''accepts:
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<!--<center>X70-21_4_1-70-(15)-10162020.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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:1) Single integer digit values separated by a comma.
  
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=====Wrap text up to=====
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:2) A starting page number followed by a dash and an ending page number.
  
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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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:3) Combinations of these are acceptable if separated by a comma as shown below:
  
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=====Stair step up to=====
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<center>[[File:P70-15_3_1-70-(14-1)-09152020.png]]</center>
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<!--<center>P70-15_3_1-70-(14-1)-09152020.png</center>-->
  
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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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===Show or Hide Legend Elements Control Group===
  
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=====Truncate text to=====
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The '''Show or hide legend elements''' control group provides options for how the '''Legend '''can be configured in the chart.  The '''Show or hide legend elements '''control group is shown here:
  
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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 characters''' setting is set to '''20''' characters including the '''...''' character.
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<center>[[File:P70-15_3_1-70-(15-1)-09152020.png]]</center>
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<!--<center>P70-15_3_1-70-(15-1)-09152020.png</center>-->
  
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=====Shrink font by up to=====
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The '''default '''settings in the '''Template Properties '''and '''Chart Properties '''form’s '''Legend '''tab is to have the '''Title''' and '''Color/symbol items''' checkboxes checked '''ON'''.  When the '''Gantt-bar diagram '''checkbox is checked '''ON''', with the '''Title '''and '''Color/symbol items''' checkboxes checked '''ON''' as well, the '''Legend''' looks like this:
  
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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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<center>[[File:P70-15_3_1-70-(16)-10102019.png]]</center>
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<!--<center>P70-15_3_1-70-(16)-10102019.png</center>-->
  
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=====Additional Information Links=====
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When the '''Gantt-bar diagram '''and '''Milestone diagram''' checkboxes are checked '''ON''', with the '''Title '''and '''Color/symbol items''' checkboxes checked '''ON''', the '''Legend''' looks like this:
  
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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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<center>[[File:P70-15_3_1-70-(17)-10102019.png]]</center>
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<!--<center>P70-15_3_1-70-(17)-10102019.png</center>-->
  
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For more information on '''text labeling''', please see the article at: [[Task Labels for OnePager Express for Version 7.0 | Task  Bar Name Labels for OnePager Express]] <!--10.16.1-70-->
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===Freeze Legend When Updating===
  
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===%Complete Properties===
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The '''Freeze legend when updating '''checkbox, where the '''default '''setting is '''OFF''', prevents the '''Legend''' from being '''updated''' if new task bars or milestone symbols are found by OnePager when you '''add or replace a snapshot'''.  To prevent or '''freeze legend updates''', check the '''Freeze legend when updating''' checkbox to '''ON '''in the '''Chart Properties''' form’s '''Legend''' tab as shown below:
  
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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:P70-15_3_1-70-(18-1)-09152020.png]]</center>
 +
<!--<center>P70-15_3_1-70-(18-1)-09152020.png</center>-->
  
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<center>[[File:X70-21_6_1-70-(16)-10162020.png]]</center>
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==Related Links==
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<!--<center>X70-21_6_1-70-(16)-10162020.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 option to show the '''Milestone symbol''' filled if the '''%Complete''' value is 100%, and several other '''properties'''.  Unlike '''task bars''', '''milestone symbols''', by convention, are either '''incomplete''' or '''totally complete''' so OnePager provides the option to show the '''Milestone symbol''' without '''color''' if it is '''incomplete''' and fully filled in with '''color''' if the '''Milestone symbol''' is 100% '''complete''' per the '''imported''' data from your '''source plan'''.
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[[Managing the Legend in the Chart for Version 7.0 | Managing the Legend in the Chart]] <!--15.1.1-70-->
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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 Express) | Percent complete for OnePager Express]] <!--10.4.1-70-->
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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:X70-21_6_1-70-(18)-10162020.png]]</center>
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<!--<center>X70-21_6_1-70-(18)-10162020.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 Express) | Baselines for OnePager Express]] <!--10.6.1-70-->
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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 allows you to control the '''properties of the date label'''. 
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<center>[[File:X70-21_6_1-70-(19)-10162020.png]]</center>
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<!--<center>X70-21_6_1-70-(19)-10162020.png</center>-->
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You can control the '''date label’s font properties''', the '''position''' and display of the '''milestone symbol date''', the '''format of the date label''', and how to '''separate''' the '''date''' from the '''milestone symbol'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 Express) | Labeling Task/Milestone Dates for OnePager Express]] <!--10.2.1-70-->
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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.
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<center>[[File:X70-21_6_1-70-(20)-10162020.png]]</center>
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<!--<center>X70-21_6_1-70-(20)-10162020.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'''.
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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 Express) | Deadlines for OnePager Express]] <!--10.10.1-70-->
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===Endpoint Properties...===
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'''Endpoints''' are not supported for OnePager '''milestone symbols''' since '''milestones''' are a form of '''endpoint''' in themselves.
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For information on the use of '''endpoints''' in OnePager Express for '''Task Bar Shapes''', please see the article at:  [[Endpoints for Version 7.0 (OnePager Express) | Endpoints for OnePager Express]] <!--10.12.1-70-->
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==Conditional Formatting Control Group==
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The '''Conditional Formatting''' control group on the '''Milestones''' tab has one button, the '''Manage Rules…''' button as shown below:
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<center>[[File:X70-21_6_1-70-(22)-10162020.png]]</center>
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<!--<center>X70-21_6_1-70-(22)-10162020.png</center>-->
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Clicking this button accesses the '''Conditional Formatting Rules''' form shown below which permits you to '''define, change, delete, and copy''' rules governing the display of milestone symbols based on data imported from your Microsoft Project '''source plan'''. 
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<center>[[File:X70-21_6_1-70-(23)-10162020.png]]</center>
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<!--<center>X70-21_6_1-70-(23)-10162020.png</center>-->
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For more information on how to use '''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-->
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==Related Links==
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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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[[Legend Editing Controls for OnePager Pro for Version 7.0 | Legend Editing Controls for OnePager Pro]] <!--15.3.1-70-->
  
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[[Labeling Task/Milestone Dates  for Version 7.0 (OnePager Express) | Labeling Task/Milestone Dates  for OnePager Express]] <!--10.2.1-70-->
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[[Legend Editing Controls for OnePager Express for Version 7.0 | Legend Editing Controls for OnePager Express]] <!--15.3.2-70-->
  
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[[Percent complete for Version 7.0 (OnePager Express) | Percent complete for OnePager Express]] <!--10.4.1-70-->
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[[Legend Position Options for Multi-Page Outputs for Version 7.0 | Legend Position Options for Multi-Page Outputs]] <!--15.2.1-70-->
  
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[[Baselines for Version 7.0 (OnePager Express) | Baselines for OnePager Express]] <!--10.6.1-70-->
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[[The Chart Legend for Version 7.0 (Portal) | The Chart Legend (Portal)]] <!--15.0.1-70-->
  
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[[Deadlines for Version 7.0 (OnePager Express) | Deadlines for OnePager Express]] <!--10.10.1-70-->
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[[Conditional Import for Version 7.0 (Portal) | Conditional Import Filters (Portal)]] <!--7.18.1-70-->
  
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[[Endpoints for Version 7.0 (OnePager Express) | Endpoints for OnePager Express]] <!--10.12.1-70-->
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[[Creating Multi-Page Charts with Version 7.0 (Portal) | Creating Multi-Page Charts (Portal)]] <!--8.6.1-70-->
  
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[[Order of Tasks/Milestones Decorations for Version 7.0 | Order of Tasks/Milestones Decorations]] <!--10.13.1-70-->
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[[Manual Editing Task/Milestone Shapes and Text Labels for Version 7.0 (Portal) | Manual Editing Task/Milestone Shapes and Text Labels (Portal)]] <!--9.0.1-70-->
  
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[[Task Labels for OnePager Express for Version 7.0 | Task  Bar Name Labels for OnePager Express]] <!--10.16.1-70-->
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[[Creating and Managing Comment Boxes for Version 7.0 | Creating and Managing Comment Boxes]] <!--13.0.1-70-->
  
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[[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]] <!--11.0.1-70-->
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[[Creating and Managing Free Boxes for Version 7.0#Resizing a Free Box | Creating and Managing Free Boxes-Resizing a Free Box]] <!--14.0.1-70-->
  
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(21.6.1-70)
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(21.7.1-70)
  
 
[[Category:Version 7.0]]
 
[[Category:Version 7.0]]
 
[[Category:Editing the Chart]]
 
[[Category:Editing the Chart]]
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[[Category:Legend]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Editing]]
 
[[Category:Task/Milestone Decorations]]
 
[[Category:Task/Milestone Decorations]]
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[[Category:Percent Complete]]
 
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[[Category:Baselines]]
 
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[[Category:Labels]]
 
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[[Category:Deadlines]]
 
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[[Category:Endpoints]]
 
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[[Category:Conditional Formatting]]
 
 
[[Category:Color Palettes]]
 
[[Category:Color Palettes]]
 
[[Category:Ribbon]]
 
[[Category:Ribbon]]
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[[Category:Templates]]
 
[[Category:Templates]]
 
[[Category:Chart Properties Form]]
 
[[Category:Chart Properties Form]]
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[[Category:OnePager Pro]]
 
[[Category:OnePager Express]]
 
[[Category:OnePager Express]]

Revision as of 15:44, 20 January 2021

Using the Chart Properties Form’s Legend Tab

The Legend tab for the Chart Properties form looks like this:

P70-15 3 1-70-(2-1)-109152020.png

As with the Template Properties form’s Legend tab, the controls in the Chart Properties form’s Legend tab are not enabled and cannot be edited until the Show legend checkbox is checked ON. In the sub-sections that follow, each of the control groups and controls are discussed in detail.

Layout Control Group

The Layout control group consists of two radio buttons that position the Legend either vertically in the chart or horizontally in the chart. The default setting is Vertical and OnePager positions the Legend, when shown, in the upper right corner of the graph.

The illustration below shows the Legend with the Horizontal radio button selected.

P70-15 3 1-70-(3)-10102019.png

OnePager initially positions the Horizontal Legend at the bottom of the graph. You can perform all the re-positioning, resizing, and editing operations on the Horizontal Legend as are available for the Vertical Legend. Additionally, the Horizontal Legend’s right-click context menu can be accesses as well as each individual Legend Item’s right-click context menu and all allowable edits can be made. The Horizontal Legend can be reconfigured to the Vertical Legend at any time and any edits made to the Horizontal Legend are retained in the Vertical Legend.

Legend-Item and Legend-Title Font Editing Controls

There are two (2) sets of controls for editing font properties of the Legend-items and Legend-title. For both sets of controls, clicking the dropdown button in the window to the immediate right of the control’s label access the standard OnePager Font properties form as shown below:

P70-15 3 1-70-(4-1)-09152020.png

There are six (6) controls in the Font properties form shown above which are standard in most applications involving text editing:

1) Font Style, implemented as a dropdown list, includes the font styles installed on your computer.
2) The Size control is a dial window where you can either click up or down or type in a desired font size integer value.
3) Clicking the Color dropdown accesses the standard OnePager Color Chooser form.
4) The Bold button is a toggle that sets the selected text string as Bold text.
5) The Italics button, also a toggle, sets the selected text string as Italic text.
6) The Underline button operates as a toggle that sets the selected text strings Underline.

Legend Position Controls

The Legend position control group consists of a dropdown selection list and eight (8) radio buttons.

The four (4) selection options for the dropdown list as shown below:

P70-15 3 1-70-(5-1)-09152020.png

For more information on Legend Position Options, please see the article at: Legend Position Options for Multi-Page Outputs

Legend Width and Height Resizing Controls

There two (2) controls are for editing the width and length of the Legend box in the chart as shown below:

P70-15 1 1-70-(10-1)-09152020.png

Legend resizing using the controls in the Legend tab of the Chart Properties form is done exactly like using the corresponding controls for the Comment box at the Chart Properties form's Comment Boxes tab.

For more information on the resizing controls shown for the Comment box, please see this section of the article at: Creating and Managing Comment Boxes-Box Size Controls for Comment Boxes

Background Color Controls

The Background color controls for the Legend are positioned below the Width and Height controls shown in the illustration above. Clicking the window’s dropdown button accesses the standard OnePager Color Chooser form. You can use the standard OnePager Color Chooser form to select a background color for the Legend as well as use employ the No fill feature to give the Legend an appearance of transparency. As with resizing the Legend, the controls and approach for using the No fill feature is the same as the approach for Comment boxes.

For more information on the resizing controls shown for the Comment box, please see this section of the article at: Creating and Managing Comment Boxes-Using the No fill Feature

Controlling Duplication of Legend Items

The OnePager Legend can show all task bars and milestone symbols even if several of them have the same Color and Shape. This often resulted in unnecessarily busy-looking Legends. There is a control in the Template Properties and Chart Properties forms at the Legend tab giving you a checkbox to specifically tell OnePager Do not duplicate task/milestones items in the Legend regardless of their differences in color and/or shape.

This is shown in the Chart Properties form’s Legend tab below:

P70-15 3 1-70-(6-1)-09152020.png

As an example, the Legend below shows both a blue milestone symbol item and blue task bar with the Do not duplicate tasks/milestones checkbox checked OFF:

P70-15 3 1-70-(7)-10102019.png

When the checkbox is checked ON, only the task bar for each color appears in the Legend.

Legend items for milestone symbols can be suppressed by checking the Do not duplicate tasks/milestones checkbox is checked ON as shown below:

P70-15 3 1-70-(8)-10102019.png

On occasion, it can become necessary when checking the Do not duplicate tasks/milestones checkbox ON and OFF to right-click on the Legend and then click the Rebuild Legend command in the Legend right-click as shown below:

P70-15 3 1-70-(9)-10102019.png

Performing this action tells OnePager to rescan the graph and rebuild the Legend to assure that the appearance of the Legend corresponds to the information displayed in the Chart Editor.

Make Title Automatically and Legend Title

The Make title automatically checkbox, when checked ON (the default setting), tells OnePager to automatically generate the Legend title based on the Microsoft Project source plan field name selected for Task Bar/Milestone Fill Color on the Task Bars or Milestone tabs on the Chart Properties form shown here:

P70-15 3 1-70-(10-1)-09152020.png

When the checkbox is checked OFF, as shown below, the Legend title window under the Make title automatically checkbox is enabled and you can enter any desired Legend title for the Legend box displayed in the chart.

P70-15 3 1-70-(11-1)-09152020.png

If the above illustrated edits are applied, the Legend looks like this:

P70-15 3 1-70-(12-1)-12152020.png

If the Make title automatically checkbox is subsequently rechecked ON, the Legend title window is disabled. Its edited contents may remain in the window and the title of the Legend in the chart reverts to the Legend title selected for Task Bar/Milestone Fill Color on the Task Bars or Milestone tabs on the Chart Properties form as shown here:

P70-15 3 1-70-(13-1)-109152020.png

The Make title automatically checkbox and the Legend title window are disabled on the Template Properties form’s Legend tab.

Show Legend On: Control Group

The Show legend on: control group is provided to give you specific control over where the Legend is to appear on multi-page outputs. The default setting in the Template Properties and Chart Properties form’s Legend tab is All pages. You can click the Pages radio button in the control group to enable the entry of specific output page numbers or series of page numbers in the window to the immediate right of the radio button.

The entry window accepts:

1) Single integer digit values separated by a comma.
2) A starting page number followed by a dash and an ending page number.
3) Combinations of these are acceptable if separated by a comma as shown below:
P70-15 3 1-70-(14-1)-09152020.png

Show or Hide Legend Elements Control Group

The Show or hide legend elements control group provides options for how the Legend can be configured in the chart. The Show or hide legend elements control group is shown here:

P70-15 3 1-70-(15-1)-09152020.png

The default settings in the Template Properties and Chart Properties form’s Legend tab is to have the Title and Color/symbol items checkboxes checked ON. When the Gantt-bar diagram checkbox is checked ON, with the Title and Color/symbol items checkboxes checked ON as well, the Legend looks like this:

P70-15 3 1-70-(16)-10102019.png

When the Gantt-bar diagram and Milestone diagram checkboxes are checked ON, with the Title and Color/symbol items checkboxes checked ON, the Legend looks like this:

P70-15 3 1-70-(17)-10102019.png

Freeze Legend When Updating

The Freeze legend when updating checkbox, where the default setting is OFF, prevents the Legend from being updated if new task bars or milestone symbols are found by OnePager when you add or replace a snapshot. To prevent or freeze legend updates, check the Freeze legend when updating checkbox to ON in the Chart Properties form’s Legend tab as shown below:

P70-15 3 1-70-(18-1)-09152020.png

Related Links

Managing the Legend in the Chart

Legend Editing Controls for OnePager Pro

Legend Editing Controls for OnePager Express

Legend Position Options for Multi-Page Outputs

The Chart Legend (Portal)

Conditional Import Filters (Portal)

Creating Multi-Page Charts (Portal)

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

Creating and Managing Comment Boxes

Creating and Managing Free Boxes-Resizing a Free Box

(21.7.1-70)

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