Custom Bar Styles

[KimberlyC]

Hello everyone...Happy Valentine's Day!
I need help in formatting bar styles.
We have our bars color coded for a "quick view" of whats behind, on
schedule, on hold/cancelled and complete. I need to know what I need to
enter on the bar styles format screen to accomplish the following:

Red--the task is behind or past the deadline date

Yellow--the task is on schedule--the deadline date has not passed

Green--the task is complete--actually I was able to figure that one out.

Gray--the task is cancelled or on hold. I am thinking that will need to be
a manual entry.

Purple--the task is entered, but has not been assigned or scheduled yet.
Like when you first enter a task.

Currently, I am doing these manually. I appreciate any help.

Thank you,

 

[KimberlyC]

Oh, I know how to change the colors on the bar style format box. I just need
to know what changes to the name (From/To) to make in order to accomplish
what I am trying to do.

 

[John]

Oh, I know how to change the colors on the bar style format box. I just need
to know what changes to the name (From/To) to make in order to accomplish
what I am trying to do.

Kimberly,
The From and To columns will be the Start and Finish fields for that
task, unless your intent is to color just a portion of the task bar.
What you need to set up is a series of spare flag fields that are set
based on your criteria. Then assign your Gantt bar style to the
appropriate flag.

For example, for the red bar use the following formula in Flag1:
IIf([Finish]>[Deadline],Yes,No)

Use a similar formula for the yellow bar. You said you already figured
out how to do the green bar and you also know a gray bar will require a
manual entry. Likewise with a purple bar, you will need a manual entry.

Hope this helps.
John
Project MVP

 

[KimberlyC]

Thanks John. I will try that and let you know how it works.

--
Kimberly Cole

Oh, I know how to change the colors on the bar style format box. I just need
to know what changes to the name (From/To) to make in order to accomplish
what I am trying to do.

Kimberly,
The From and To columns will be the Start and Finish fields for that
task, unless your intent is to color just a portion of the task bar.
What you need to set up is a series of spare flag fields that are set
based on your criteria. Then assign your Gantt bar style to the
appropriate flag.

For example, for the red bar use the following formula in Flag1:
IIf([Finish]>[Deadline],Yes,No)

Use a similar formula for the yellow bar. You said you already figured
out how to do the green bar and you also know a gray bar will require a
manual entry. Likewise with a purple bar, you will need a manual entry.

Hope this helps.
John
Project MVP

 

[KimberlyC]

Sorry John,
Where am I setting these spare flag fields and formulas?
--
Kimberly Cole

Thanks John. I will try that and let you know how it works.

--
Kimberly Cole

Oh, I know how to change the colors on the bar style format box. I just need
to know what changes to the name (From/To) to make in order to accomplish
what I am trying to do.

Kimberly,
The From and To columns will be the Start and Finish fields for that
task, unless your intent is to color just a portion of the task bar.
What you need to set up is a series of spare flag fields that are set
based on your criteria. Then assign your Gantt bar style to the
appropriate flag.

For example, for the red bar use the following formula in Flag1:
IIf([Finish]>[Deadline],Yes,No)

Use a similar formula for the yellow bar. You said you already figured
out how to do the green bar and you also know a gray bar will require a
manual entry. Likewise with a purple bar, you will need a manual entry.

Hope this helps.
John
Project MVP

:

Hello everyone...Happy Valentine's Day!
I need help in formatting bar styles.
We have our bars color coded for a "quick view" of whats behind, on
schedule, on hold/cancelled and complete. I need to know what I need to
enter on the bar styles format screen to accomplish the following:

Red--the task is behind or past the deadline date

Yellow--the task is on schedule--the deadline date has not passed

Green--the task is complete--actually I was able to figure that one out.

Gray--the task is cancelled or on hold. I am thinking that will need to be
a manual entry.

Purple--the task is entered, but has not been assigned or scheduled yet.
Like when you first enter a task.

Currently, I am doing these manually. I appreciate any help.

Thank you,

 

[John]

Sorry John,
Where am I setting these spare flag fields and formulas?

Kimberly,
OK, apparently you haven't worked with customized fields. For
convenience in seeing the results, add 4 spare flag fields as columns in
the active view (it must be a task view). You said you already figured
out a way to get the green bar, so you will only need 4 flags to cover
the other bars. Now to go Tools/Customize/Fields and select Flag1,
(assuming you are using that for your red bar), from the list. You may
need to select "Flag" from the "Type" selection box in the upper right
corner. Next, hit the Formula button. Finally, insert the formula I gave
you and close out of the Customize Fields window.

Then under Format/Bar Styles enter "Normal,Flag1" in the "Show
For....Tasks" and create the desired red bar format.

Use a similar process for the Yellow bar. For the gray and purple bars,
you do not need to customize the spare flag with a formula. Simply enter
"yes" into the designated flag field for those tasks that meet the gray
and purple criteria. That should get you going.

John
Project MVP

Thanks John. I will try that and let you know how it works.

--
Kimberly Cole

Oh, I know how to change the colors on the bar style format box. I just
need
to know what changes to the name (From/To) to make in order to
accomplish
what I am trying to do.
--
Kimberly Cole

Kimberly,
The From and To columns will be the Start and Finish fields for that
task, unless your intent is to color just a portion of the task bar.
What you need to set up is a series of spare flag fields that are set
based on your criteria. Then assign your Gantt bar style to the
appropriate flag.

For example, for the red bar use the following formula in Flag1:
IIf([Finish]>[Deadline],Yes,No)

Use a similar formula for the yellow bar. You said you already figured
out how to do the green bar and you also know a gray bar will require a
manual entry. Likewise with a purple bar, you will need a manual entry.

Hope this helps.
John
Project MVP


:

Hello everyone...Happy Valentine's Day!
I need help in formatting bar styles.
We have our bars color coded for a "quick view" of whats behind, on
schedule, on hold/cancelled and complete. I need to know what I need
to
enter on the bar styles format screen to accomplish the following:

Red--the task is behind or past the deadline date

Yellow--the task is on schedule--the deadline date has not passed

Green--the task is complete--actually I was able to figure that one
out.

Gray--the task is cancelled or on hold. I am thinking that will need
to be
a manual entry.

Purple--the task is entered, but has not been assigned or scheduled
yet.
Like when you first enter a task.

Currently, I am doing these manually. I appreciate any help.

Thank you,

 

[KimberlyC]

John is the Task View the same as task sheet view? If so, I am not able to
select Bar Style (it is grayed out).
--
Kimberly Cole

Sorry John,
Where am I setting these spare flag fields and formulas?

Kimberly,
OK, apparently you haven't worked with customized fields. For
convenience in seeing the results, add 4 spare flag fields as columns in
the active view (it must be a task view). You said you already figured
out a way to get the green bar, so you will only need 4 flags to cover
the other bars. Now to go Tools/Customize/Fields and select Flag1,
(assuming you are using that for your red bar), from the list. You may
need to select "Flag" from the "Type" selection box in the upper right
corner. Next, hit the Formula button. Finally, insert the formula I gave
you and close out of the Customize Fields window.

Then under Format/Bar Styles enter "Normal,Flag1" in the "Show
For....Tasks" and create the desired red bar format.

Use a similar process for the Yellow bar. For the gray and purple bars,
you do not need to customize the spare flag with a formula. Simply enter
"yes" into the designated flag field for those tasks that meet the gray
and purple criteria. That should get you going.

John
Project MVP

Thanks John. I will try that and let you know how it works.

--
Kimberly Cole


:

Oh, I know how to change the colors on the bar style format box. I just
need
to know what changes to the name (From/To) to make in order to
accomplish
what I am trying to do.
--
Kimberly Cole

Kimberly,
The From and To columns will be the Start and Finish fields for that
task, unless your intent is to color just a portion of the task bar.
What you need to set up is a series of spare flag fields that are set
based on your criteria. Then assign your Gantt bar style to the
appropriate flag.

For example, for the red bar use the following formula in Flag1:
IIf([Finish]>[Deadline],Yes,No)

Use a similar formula for the yellow bar. You said you already figured
out how to do the green bar and you also know a gray bar will require a
manual entry. Likewise with a purple bar, you will need a manual entry.

Hope this helps.
John
Project MVP


:

Hello everyone...Happy Valentine's Day!
I need help in formatting bar styles.
We have our bars color coded for a "quick view" of whats behind, on
schedule, on hold/cancelled and complete. I need to know what I need
to
enter on the bar styles format screen to accomplish the following:

Red--the task is behind or past the deadline date

Yellow--the task is on schedule--the deadline date has not passed

Green--the task is complete--actually I was able to figure that one
out.

Gray--the task is cancelled or on hold. I am thinking that will need
to be
a manual entry.

Purple--the task is entered, but has not been assigned or scheduled
yet.
Like when you first enter a task.

Currently, I am doing these manually. I appreciate any help.

Thank you,

 

[JulieS]

Hi Kimberly,

Pardon me for jumping in. I think John said "it must be a task view"
to differentiate between task views (like Gantt chart) and resource view
(like the Resource sheet.)

You are correct, if you apply the Task Sheet view, the Format > Bar
Styles command is not available as there are no bars to format, but if
you apply the Gantt Chart view, things should work according to John's
directions.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

John is the Task View the same as task sheet view? If so, I am not
able to
select Bar Style (it is grayed out).
--
Kimberly Cole

Sorry John,
Where am I setting these spare flag fields and formulas?

Kimberly,
OK, apparently you haven't worked with customized fields. For
convenience in seeing the results, add 4 spare flag fields as columns
in
the active view (it must be a task view). You said you already
figured
out a way to get the green bar, so you will only need 4 flags to
cover
the other bars. Now to go Tools/Customize/Fields and select Flag1,
(assuming you are using that for your red bar), from the list. You
may
need to select "Flag" from the "Type" selection box in the upper
right
corner. Next, hit the Formula button. Finally, insert the formula I
gave
you and close out of the Customize Fields window.

Then under Format/Bar Styles enter "Normal,Flag1" in the "Show
For....Tasks" and create the desired red bar format.

Use a similar process for the Yellow bar. For the gray and purple
bars,
you do not need to customize the spare flag with a formula. Simply
enter
"yes" into the designated flag field for those tasks that meet the
gray
and purple criteria. That should get you going.

John
Project MVP

:

Thanks John. I will try that and let you know how it works.

--
Kimberly Cole


:


Oh, I know how to change the colors on the bar style format
box. I just
need
to know what changes to the name (From/To) to make in order
to
accomplish
what I am trying to do.
--
Kimberly Cole

Kimberly,
The From and To columns will be the Start and Finish fields for
that
task, unless your intent is to color just a portion of the task
bar.
What you need to set up is a series of spare flag fields that
are set
based on your criteria. Then assign your Gantt bar style to the
appropriate flag.

For example, for the red bar use the following formula in
Flag1:
IIf([Finish]>[Deadline],Yes,No)

Use a similar formula for the yellow bar. You said you already
figured
out how to do the green bar and you also know a gray bar will
require a
manual entry. Likewise with a purple bar, you will need a
manual entry.

Hope this helps.
John
Project MVP


:

Hello everyone...Happy Valentine's Day!
I need help in formatting bar styles.
We have our bars color coded for a "quick view" of whats
behind, on
schedule, on hold/cancelled and complete. I need to know
what I need
to
enter on the bar styles format screen to accomplish the
following:

Red--the task is behind or past the deadline date

Yellow--the task is on schedule--the deadline date has not
passed

Green--the task is complete--actually I was able to figure
that one
out.

Gray--the task is cancelled or on hold. I am thinking that
will need
to be
a manual entry.

Purple--the task is entered, but has not been assigned or
scheduled
yet.
Like when you first enter a task.

Currently, I am doing these manually. I appreciate any
help.

Thank you,

 

[KimberlyC]

ok, thanks. I will try that.
--
Kimberly Cole

Hi Kimberly,

Pardon me for jumping in. I think John said "it must be a task view"
to differentiate between task views (like Gantt chart) and resource view
(like the Resource sheet.)

You are correct, if you apply the Task Sheet view, the Format > Bar
Styles command is not available as there are no bars to format, but if
you apply the Gantt Chart view, things should work according to John's
directions.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional information
about Microsoft Project

John is the Task View the same as task sheet view? If so, I am not
able to
select Bar Style (it is grayed out).
--
Kimberly Cole

Sorry John,
Where am I setting these spare flag fields and formulas?
--
Kimberly Cole

Kimberly,
OK, apparently you haven't worked with customized fields. For
convenience in seeing the results, add 4 spare flag fields as columns
in
the active view (it must be a task view). You said you already
figured
out a way to get the green bar, so you will only need 4 flags to
cover
the other bars. Now to go Tools/Customize/Fields and select Flag1,
(assuming you are using that for your red bar), from the list. You
may
need to select "Flag" from the "Type" selection box in the upper
right
corner. Next, hit the Formula button. Finally, insert the formula I
gave
you and close out of the Customize Fields window.

Then under Format/Bar Styles enter "Normal,Flag1" in the "Show
For....Tasks" and create the desired red bar format.

Use a similar process for the Yellow bar. For the gray and purple
bars,
you do not need to customize the spare flag with a formula. Simply
enter
"yes" into the designated flag field for those tasks that meet the
gray
and purple criteria. That should get you going.

John
Project MVP


:

Thanks John. I will try that and let you know how it works.

--
Kimberly Cole


:


Oh, I know how to change the colors on the bar style format
box. I just
need
to know what changes to the name (From/To) to make in order
to
accomplish
what I am trying to do.
--
Kimberly Cole

Kimberly,
The From and To columns will be the Start and Finish fields for
that
task, unless your intent is to color just a portion of the task
bar.
What you need to set up is a series of spare flag fields that
are set
based on your criteria. Then assign your Gantt bar style to the
appropriate flag.

For example, for the red bar use the following formula in
Flag1:
IIf([Finish]>[Deadline],Yes,No)

Use a similar formula for the yellow bar. You said you already
figured
out how to do the green bar and you also know a gray bar will
require a
manual entry. Likewise with a purple bar, you will need a
manual entry.

Hope this helps.
John
Project MVP


:

Hello everyone...Happy Valentine's Day!
I need help in formatting bar styles.
We have our bars color coded for a "quick view" of whats
behind, on
schedule, on hold/cancelled and complete. I need to know
what I need
to
enter on the bar styles format screen to accomplish the
following:

Red--the task is behind or past the deadline date

Yellow--the task is on schedule--the deadline date has not
passed

Green--the task is complete--actually I was able to figure
that one
out.

Gray--the task is cancelled or on hold. I am thinking that
will need
to be
a manual entry.

Purple--the task is entered, but has not been assigned or
scheduled
yet.
Like when you first enter a task.

Currently, I am doing these manually. I appreciate any
help.

Thank you,