Difference between revisions of "Conditional Formatting for Version 7.0 (Portal)"
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− | + | ==About Conditional Formatting== | |
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1) '''Conditional formatting''' allows you to define a '''set of rules''' that alter the look of your chart as the data in your Microsoft Project '''source plan''' or Microsoft Excel '''source plan''' changes. | 1) '''Conditional formatting''' allows you to define a '''set of rules''' that alter the look of your chart as the data in your Microsoft Project '''source plan''' or Microsoft Excel '''source plan''' changes. | ||
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4) To go directly to the list of detailed articles for '''Conditional Formatting''' for OnePager Pro and Express, click here: [[Conditional Formatting for Version 7.0 (Portal)#Related Links | Conditional Formatting - Related Links]] 11.0.1-70 | 4) To go directly to the list of detailed articles for '''Conditional Formatting''' for OnePager Pro and Express, click here: [[Conditional Formatting for Version 7.0 (Portal)#Related Links | Conditional Formatting - Related Links]] 11.0.1-70 | ||
− | + | ==Conditional Formatting Controls== | |
− | + | 1) You can define these rules in either before or after you create new project view. | |
− | + | 2) To create rules before you create a chart, use the '''Template Properties''' form by navigating to the '''Task Bars''' or '''Milestones''' tab and navigating to the '''Conditional Formatting''' control group as shown below in the OnePager Pro '''Template''' form: | |
<center>[[File:P70-11_0_1-70-(1)-09222019.png]]</center> | <center>[[File:P70-11_0_1-70-(1)-09222019.png]]</center> |
Revision as of 20:25, 20 December 2019
Contents
About Conditional Formatting
1) Conditional formatting allows you to define a set of rules that alter the look of your chart as the data in your Microsoft Project source plan or Microsoft Excel source plan changes.
2) It goes beyond the dynamic color-coding feature described, for example, in this article: Task Bars Tab-OnePager Pro. 21.1.3.1-70
3) The following elements can be defined by using conditional formatting rules:
- Shape (task or milestone shape)
- Color
- Height
- Border
- Label Font
4) To go directly to the list of detailed articles for Conditional Formatting for OnePager Pro and Express, click here: Conditional Formatting - Related Links 11.0.1-70
Conditional Formatting Controls
1) You can define these rules in either before or after you create new project view.
2) To create rules before you create a chart, use the Template Properties form by navigating to the Task Bars or Milestones tab and navigating to the Conditional Formatting control group as shown below in the OnePager Pro Template form:
7) Clicking the Manage Rules... button in this control group accesses the Conditional Formatting Rules form where you can add, edit, and delete conditional formatting rules.
8) Detailed articles are provided to assist you with using the Conditional Formatting feature for both OnePager Pro and Express at this link: Related Links) 11.0.1-70
9) The same Conditional Formatting control group is available in the OnePager Pro Chart Properties form as well as the Template form and Chart Properties form for OnePager Express.
Example
10) As an example, the following chart, used throughout this Wiki, is shown below with the application of Conditional Formatting rules to vary the shapes used for tasks to indicate the Resource Name associated with each task shown in the chart.
Related Links
Other Resources
Conditional Formatting Tutorial Video
Blog-Display Certainty in Your Plan by Using Conditional Formatting
Using Microsoft Project Flag Fields with OnePager Pro's Conditional Formatting Rules
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