Difference between revisions of "Adding Conditional Formatting Rules for OnePager Pro for Version 7.0"

Revision as of 15:39, 23 September 2019

Adding Conditional Formatting Rules

1) Use the following steps to add a conditional formatting rule or rules to the Conditional Formatting Rules form's grid:

2) From either the Task Bars or Milestones tab of the Chart Properties or Template Properties forms, click the Manage Rules... button:

3) You are now ready to add rules.

4) Click the Add Rule button and OnePager then creates a blank line in the window shown above so you can enter the first rule.

5) The line consists of three major parts:

a) the rule select checkbox,

b) the rule conditions, and

c) the rule actions.

Rule Selection Columns

6) The two left most columns in the grid, shown below, have the following functions:

a) The Rule Select checkbox is provided so you can select the rule for editing, copying, or deletion.

b) The checkbox to the right of the Rule Select cell with the column heading of On provides control over turning the rule On and Off.

c) When the On checkbox in the column above is checked, the columns that include the rule conditions and actions are enabled.

d) It may become useful to have sets of rules in the Conditional Formatting Rules form and by turning them On or Off as required you can achieve a variety of results.

Rule Condition Columns

7) There are three rule condition columns as shown below:

Field Column

4) In the Field column shown below is a dropdown that allows you to select the field from your Microsoft Project source plan.

5) OnePager Pro imports all the fields from your Microsoft Project source plan so they are all available for use as a Field in a conditional formatting rule.

Operator Column

6)The Operator column shown below is a dropdown that allows you to pick from a list of operators depending on the data type of the Field selected as discussed above:

7) For Text String field types there are four operators:

a) equal,

b) not equal,

c) Contains, and

d) Does not contain.

8) For Numeric and date fields, the operators are shown here:

9) For Boolean fields (i.e., Yes/No, True/False) the operators are shown below. The Value column is ghosted since selecting the Operator satisfies the need for a value.

5) Since OnePager knows the field type imported from your Microsoft Project source plan, the Operator column above shows the appropriate operator selections when the dropdown menu above is accessed.

6) The Value columns in the two illustrations above are associated with the Field column selection. OnePager performs the evaluation and then apply the formats specified in the rule to the tasks/milestones as determined by the Applies to column above.

a) Note that for string matches, it is permissible to have the Value column be a set of strings separated by commas.

b) In this situation, the rule is matched when the column value is equal to any of the comma separated values.

c) The Value column is not used when the Field column is a Microsoft Project Boolean data type.

7) To make the comparison between text data specified in the Field column of the Conditional Formatting Rules form, OnePager trims leading and trailing white space such as blanks or control characters. However, OnePager does not trim excess white space within a valid character string.

8) The Value column can be used to compare against today’s date by inserting the word TODAY into the Value column.

a) This is useful for establishing a rule where it is important to color or otherwise highlight a task whose Finish date is less than or equal to today’s date, for example.

b) Such a rule might look like the form below:

9) To tell OnePager whether to apply a rule to tasks, to milestones, or to both, there are three options for the Applies to column as shown below:

Related Links

Manual Editing Task/Milestone Shapes and Text Labels (Portal) 9.0.1-70

Modifying Decorations on Tasks/Milestones (Portal) 10.0.1-70

The Chart Legend (Portal) 15.0.1-70

Editing with the Chart Properties form (Portal) 21.0.1-70

Managing Templates (Portal) 24.0.1-70

(11.3.1-70)