auto formatting/Conditional formatting.

[xlsstudent]

Hi,

We are delivering our updated project plan to clients, who wish to see the
tasks being color coded. Like, delayed tasks in red, tasks in progress in
blue and not started being yellow. We are currently doing it manually. Is
there a way to automate it like conditional formating or auto formating?

Pls help

 

[Jonathan Sofer]

You can create formulas that calculate delayed, in progress and not started
tasks and then associate a graphical indicator to it with colors. The task
won't be colored but you can have the custom field visible as a column next
to the task name.

Jonathan

 

[xlsstudent]

Jonathan

Thank you. I know how to create custom field with formulae. Can you help me
or point me as how I can tie graphical indicators to them?

thanks in advance

 

[Jonathan Sofer]

To set graphical indicators based on custom field values you would do it in
the same place you build your custom field definition.

Tools>Customize>Fields

On the Custom Fields tab once you have defined your formula to determin if a
task is late, in progress or not started you would then go to the last
section "Values to display" and click on "Graphical Indicators..."

There you would specify your tests like "contains" "in progress" set image
to a blue circle.

Jonathan