Conditional Formatting with Boolean Fields for Version 5.3 (OnePager Pro)

Overview

The OnePager Conditional Formatting feature also supports Microsoft Project Boolean fields (e.g., Flag1 through Flag20, etc.). Boolean fields have only two values: Yes or No. OnePager supports these two values.

Example

1) As an example, suppose we have the project schedule shown below which consists of three phases and resources consisting of four teams (Team 1, Team 2, Team 3, and Team 4).

2) In the Microsoft Project plan above, the column titled Team Available is actually Flag1. To insure that Flag1 is imported, you will need to mention Flag1 somewhere in the current template so that OnePager knows to bring in these data. Our recommendation is to mention Flag1 in the Template Properties form’s Other Columns tab as shown below:

P53-11_5-_1-53-(2)-01122016.png

3) With the template updated as shown above, the Flag1 column will be imported when the project view below is created. In this example, Flag1 is Team Available. Creating a simple project view without Conditional Formatting rules will produce something like this:

4) Now suppose you want to represent any team that is Available (with Flag1=Yes), regardless of the team name with a different task shape. This can be done by creating the following Conditional Formatting Rule by accessing the template through the second page of the OnePager choices (OPC) form:

5) When the Conditional Formatting Rules are in place and the project view is created it will look like this:

6) OnePager applies the Conditional Formatting Rule created through the Conditional Formatting Rules form and adjusts the legend’s title and provides a legend item to reflect the rule applied. You may manually change the legend title text and legend item text as required.

7) Should you later go back and change the Flag1 field data in the Microsoft Project plan, the next snapshot will reflect the change by continuing to apply the rule.

a) Suppose that the situation has changed in terms of Team Available as shown below:

b) You can now create another snapshot the normal way and the project view will now look like this:

c) Note that the tasks with the new shape are all associated with teams that are now available. OnePager retains the color associated with Teams for the new shape.

(11.5.1-53)