Difference between revisions of "Conditional Formatting for Version 7.0 (Portal)"

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(→‎About Conditional Formatting)
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:* '''Label Font'''
 
:* '''Label Font'''
  
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4) To go directly to the detailed articles for '''Conditional Formatting''' for OnePager Pro and Express, click here: [[Conditional Formatting for Version 7.0 (Portal) | Conditional Formatting (Portal)]] 11.0.1-70
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4) To go directly to the 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===
 
===Conditional Formatting Controls===
  
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4) You can define these rules in either before or after you create new project view.   
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5) You can define these rules in either before or after you create new project view.   
  
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5) To create rules before you create a chart, use the '''Template Properties''' form by navigating to the '''Task Bars''' or '''Milestones''' tab and referencing the '''Conditional Formatting''' control group as shown below for a OnePager Pro '''Template''' form:
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6) To create rules before you create a chart, use the '''Template Properties''' form by navigating to the '''Task Bars''' or '''Milestones''' tab and referencing the '''Conditional Formatting''' control group as shown below for a 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>
 
<center>P70-11_0_1-70-(1)-09222019.png</center>   
 
<center>P70-11_0_1-70-(1)-09222019.png</center>   
  
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6) 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'''.
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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'''.
  
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7) Detailed articles are provided to assist you with using the '''Conditional Formatting''' feature for both OnePager Pro and Express at this link:  [[Conditional Formatting for Version 7.0 (Portal)#Related Links | Related Links)]] 11.0.1-70
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8) Detailed articles are provided to assist you with using the '''Conditional Formatting''' feature for both OnePager Pro and Express at this link:  [[Conditional Formatting for Version 7.0 (Portal)#Related Links | Related Links)]] 11.0.1-70
  
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8) 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.
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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===
 
===Example===
  
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8)  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.
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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.
  
 
<center>[[File:P70-11_0_1-70-(2)-09222019.png]]</center>
 
<center>[[File:P70-11_0_1-70-(2)-09222019.png]]</center>

Revision as of 14:09, 23 September 2019

Conditional Formatting (Portal)

About Conditional Formatting

1) Conditional formatting allows you to establish 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)
  • Color
  • Height
  • Border
  • Label Font

4) To go directly to the detailed articles for Conditional Formatting for OnePager Pro and Express, click here: Conditional Formatting - Related Links 11.0.1-70

Conditional Formatting Controls

5) You can define these rules in either before or after you create new project view.

6) To create rules before you create a chart, use the Template Properties form by navigating to the Task Bars or Milestones tab and referencing the Conditional Formatting control group as shown below for a OnePager Pro Template form:

File:P70-11 0 1-70-(1)-09222019.png
P70-11_0_1-70-(1)-09222019.png

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.

File:P70-11 0 1-70-(2)-09222019.png
P70-11_0_1-70-(2)-09222019.png

Related Links

Conditional Formatting Overview-OnePager Pro 11.1.1-70 Conditional Formatting Overview-OnePager Express 11.2.1-70
Adding Conditional Formatting Rules-OnePager Pro 11.3.1-70 Adding Conditional Formatting Rules-OnePager Express 11.4.1-70
Conditional Formatting with Boolean Fields for OnePager Pro 11.5.1-70 Conditional Formatting with Boolean Fields for OnePager Express 11.6.1-70
Managing Conditional Formatting Rules for OnePager Pro 11.9.1-70 Managing Conditional Formatting Rules for OnePager Express 11.10.1-70
Conditional Formatting Rules and the Legend for OnePager Pro 11.11.1-70 Conditional Formatting Rules and the Legend for OnePager Express 11.12.1-70
Conditional Formatting Rules and the Template for OnePager Pro 11.13.1-70 Conditional Formatting Rules and the Template for OnePager Express 11.14.1-70
Summary of Conditional Formatting Actions-OnePager Pro 11.7.1-70 Summary of Conditional Formatting Actions-OnePager Express 11.8.1-70

(11.0.1-70)

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