Gantt Chart Legend

[raydeo]

Or at least what I call the legend.....

Based upon my reading from the book that I choose to go with for learning
this program, the legend on the Gantt Chart is the smaller box at the bottom
left corner. What I need to ask about is next to that box.

I need to be able to customize or change the different items listed next to
the legend. I need to add and delete some of these items. I also need to
change colors, etc..... How do I do this? I can not find anything about
this in my book!!!!! PLEASE HELP!!!!!!!

Cris

 

[Mike Glen]

Hi Cris,

Please see FAQ Item: 33 on the legend. FAQs, companion products and other
useful Project information can be seen at this web address:
http://project.mvps.org/faqs.htm

Mike Glen
Project MVP

 

[JulieS]

Hi Cris,

Please see FAQ #33 "What the Gantt Chart Legend Shows" at:

http://project.mvps.org/faqs.htm

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

Julie

 

[Jan De Messemaeker]

Hi,

Faqs address in my signature
see faq 33: what the Gantt Chart Legend shows
HTH

 

[Mike Glen]

Ha! Got there first

Mike Glen
Project MVP

Hi,

Faqs address in my signature
see faq 33: what the Gantt Chart Legend shows
HTH

 

[JulieS]

Okay, I know there's a joke in here about "How many MVPs does it take...."
I guess the good news is, we all gave the same answer ;-)

Julie

 

[Catfish Hunter]

Have you looked at File, Page Setup, Footer, Ledgend or View?

 

[raydeo]

Thank you everyone who responded. I have looked at that, and it seems to
work. I can add and move and other things too!!!!

Next question, I tried to add new items here so that I could have multiple
items with different colors (millwork is blue, metal is green, signage is
yellow, etc.....), but what it does it makes all my tasks the last color that
I assign. Is there a FAQ about this? (Sorry, I couldn't help that with all
you responding with a FAQ, but seriously, is there?) I am going to look at
them and find out. Let me know if there is. Thanks for all of your
help!!!!! If you ever need to know anything about cabinet parts, I'm your
guy!!!!!

Cris

 

[JulieS]

Hi Cris,

There is in fact an FAQ about customizing Gantt bars ;-)

See FAQ #31 "Customizing Task Bars - Project 2000" for assistance. The FAQ
addresses using the Resource Names field, but you could add a text field,
code it with Millwork, Metal, etc and apply the same idea. Although the FAQ
references Project 2000, it works as well with 2002 or 2003 versions of
Project.

I hope this helps. Let us know if you have additional questions.

Julie

 

[raydeo]

Thanks Julie!!!

I have read the FAQ, and from what I understand, this is slightly different
than what I want to do. But I am going to give it a try anyways.

Question: I want to apply this to a task, so in the "If formula," would I
use task name instead of resource name? I am going to give this a try and I
will let you know how it works.

Thanks again for your help!!!!

 

[JulieS]

Hi Cris,

You are most welcome and thanks for the feedback.

To answer your question -- if you have included the key words "millwork,
metal, signage" etc in the names of the tasks, yes you would use [Name] (the
field holding the task name) in the IIf formula. You could also use one of
the spare text fields (Text1, Text2) etc and enter the keywords you wish to
search for and use the field [Text1] in the IIf formula.

Let us know how things work and please post again with any further
questions.

Julie

Thanks Julie!!!

I have read the FAQ, and from what I understand, this is slightly
different
than what I want to do. But I am going to give it a try anyways.

Question: I want to apply this to a task, so in the "If formula," would I
use task name instead of resource name? I am going to give this a try and
I
will let you know how it works.

Thanks again for your help!!!!

 

[raydeo]

Thanks Julie, once again!!! And thanks to the others who answered my
question yesterday!!!!!

Now another question relating to the rest of them. This may be getting a
little advanced for me, but what the heck!!! Can I create a column called
"Phase" and make it a drop down list where I can select the appropriate
phase? If this can be done so that I am not having to type in each phase
everytime, can the formula in the first column that I created be edited so
that it has a response to each different phase? I know that this is pushing
the limits of my brain, but is it pushing the limits of project?

Thanks again everyone for your help!!!!!

Cris

--
Cris Ward
Critical Path Manager
(e-mail address removed)

Hi Cris,

You are most welcome and thanks for the feedback.

To answer your question -- if you have included the key words "millwork,
metal, signage" etc in the names of the tasks, yes you would use [Name] (the
field holding the task name) in the IIf formula. You could also use one of
the spare text fields (Text1, Text2) etc and enter the keywords you wish to
search for and use the field [Text1] in the IIf formula.

Let us know how things work and please post again with any further
questions.

Julie

Thanks Julie!!!

I have read the FAQ, and from what I understand, this is slightly
different
than what I want to do. But I am going to give it a try anyways.

Question: I want to apply this to a task, so in the "If formula," would I
use task name instead of resource name? I am going to give this a try and
I
will let you know how it works.

Thanks again for your help!!!!

 

[JulieS]

Hi Cris,

You're welcome Cris and thanks again for the feedback. To your question
about a list, the good news is yes, it can be done and I doubt it will be
pushing your brain limits too far -- you are doing great thus far!

The steps:
In the table portion (left side of Gantt chart), select a column and choose
Insert > Column from the menu to display the Column Definition dialog box.
In the Field Name drop down select Text1. I would supply a title of
"Phase". Align the title as needed and I would align the data to the left.
Click OK to close the Column Definition dialog box.

Right click on the "Phase" column and select Customize Fields from the
shortcut menu to open the Customize Fields dialog box. (The Text1) field
should be selected in the Custom Fields list.
Click the Rename button to open the Rename Field dialog box and enter
"Phase".
Click OK to close the Rename Field dialog box and return to the Customize
Fields dialog box.
In the Customize Fields dialog box, click the Value List... button to open
the Value List for "Phase" dialog box.
Enter in your values (one per line) -- for example: Millwork, Metal etc.
If you would like you can select one of the values and click the "use a
value from the list as the default entry" check box then click the Set
Default button.
Make your selections as far as Data Entry Options and the display order.
Click OK to close the Value List for "Phase" dialog box.
You'll get a message from Project about invalidating some data.
Click OK to make the change and return to the Customize Fields dialog box.
Click OK to close the Customize Fields dialog box.

You've now created your value list that you can select one of the phases
from without having to type.

To follow along with FAQ 31 about customizing the Flag1, Flag 2
fields --because flags only have 1 of 2 possible values (no or yes) you'll
need to add as many flag fields as you have phases. Insert a flag field for
each phase (Flag1, Flag2 etc.)
You'll customize each Flag field to check for the desired value in the
"Phase" field and display "yes". Right click on the Flag field choose
Customize Fields and this time select the Formula button.
For a Flag field to test for Millwork in the Phase field, the formula would
be:

IIf([Phase] = "Millwork", yes, no)

This will change the Flag field to yes if the text in the "Phase" field
equals Millwork, otherwise it will remain no.

Be careful to enter the formula using the exact capitalization and spelling
of the value in the "Phase" field.

Repeat for each Flag field modifying the formula to look for each other
value.

I hope this helps. Let us know how you get along and be sure to post back
with any further questions.

Julie

 

[raydeo]

Thanks Julie!!! I will give this a try. Sorry it has taken a few days to
respond. Brain finally melted down Tuesday night and it has taken sometime
for it to recouperate (sp?)!!!
--
Cris Ward
Critical Path Manager
(e-mail address removed)

Hi Cris,

You're welcome Cris and thanks again for the feedback. To your question
about a list, the good news is yes, it can be done and I doubt it will be
pushing your brain limits too far -- you are doing great thus far!

The steps:
In the table portion (left side of Gantt chart), select a column and choose
Insert > Column from the menu to display the Column Definition dialog box.
In the Field Name drop down select Text1. I would supply a title of
"Phase". Align the title as needed and I would align the data to the left.
Click OK to close the Column Definition dialog box.

Right click on the "Phase" column and select Customize Fields from the
shortcut menu to open the Customize Fields dialog box. (The Text1) field
should be selected in the Custom Fields list.
Click the Rename button to open the Rename Field dialog box and enter
"Phase".
Click OK to close the Rename Field dialog box and return to the Customize
Fields dialog box.
In the Customize Fields dialog box, click the Value List... button to open
the Value List for "Phase" dialog box.
Enter in your values (one per line) -- for example: Millwork, Metal etc.
If you would like you can select one of the values and click the "use a
value from the list as the default entry" check box then click the Set
Default button.
Make your selections as far as Data Entry Options and the display order.
Click OK to close the Value List for "Phase" dialog box.
You'll get a message from Project about invalidating some data.
Click OK to make the change and return to the Customize Fields dialog box.
Click OK to close the Customize Fields dialog box.

You've now created your value list that you can select one of the phases
from without having to type.

To follow along with FAQ 31 about customizing the Flag1, Flag 2
fields --because flags only have 1 of 2 possible values (no or yes) you'll
need to add as many flag fields as you have phases. Insert a flag field for
each phase (Flag1, Flag2 etc.)
You'll customize each Flag field to check for the desired value in the
"Phase" field and display "yes". Right click on the Flag field choose
Customize Fields and this time select the Formula button.
For a Flag field to test for Millwork in the Phase field, the formula would
be:

IIf([Phase] = "Millwork", yes, no)

This will change the Flag field to yes if the text in the "Phase" field
equals Millwork, otherwise it will remain no.

Be careful to enter the formula using the exact capitalization and spelling
of the value in the "Phase" field.

Repeat for each Flag field modifying the formula to look for each other
value.

I hope this helps. Let us know how you get along and be sure to post back
with any further questions.

Julie

Thanks Julie, once again!!! And thanks to the others who answered my
question yesterday!!!!!

Now another question relating to the rest of them. This may be getting a
little advanced for me, but what the heck!!! Can I create a column called
"Phase" and make it a drop down list where I can select the appropriate
phase? If this can be done so that I am not having to type in each phase
everytime, can the formula in the first column that I created be edited so
that it has a response to each different phase? I know that this is
pushing
the limits of my brain, but is it pushing the limits of project?

Thanks again everyone for your help!!!!!

Cris

 

[JulieS]

You're welcome Cris. Glad to know your brain is back online ;-) Let us
know how you make out.

Julie

Thanks Julie!!! I will give this a try. Sorry it has taken a few days to
respond. Brain finally melted down Tuesday night and it has taken
sometime
for it to recouperate (sp?)!!!
--
Cris Ward
Critical Path Manager
(e-mail address removed)

Hi Cris,

You're welcome Cris and thanks again for the feedback. To your question
about a list, the good news is yes, it can be done and I doubt it will be
pushing your brain limits too far -- you are doing great thus far!

The steps:
In the table portion (left side of Gantt chart), select a column and
choose
Insert > Column from the menu to display the Column Definition dialog
box.
In the Field Name drop down select Text1. I would supply a title of
"Phase". Align the title as needed and I would align the data to the
left.
Click OK to close the Column Definition dialog box.

Right click on the "Phase" column and select Customize Fields from the
shortcut menu to open the Customize Fields dialog box. (The Text1) field
should be selected in the Custom Fields list.
Click the Rename button to open the Rename Field dialog box and enter
"Phase".
Click OK to close the Rename Field dialog box and return to the Customize
Fields dialog box.
In the Customize Fields dialog box, click the Value List... button to
open
the Value List for "Phase" dialog box.
Enter in your values (one per line) -- for example: Millwork, Metal etc.
If you would like you can select one of the values and click the "use a
value from the list as the default entry" check box then click the Set
Default button.
Make your selections as far as Data Entry Options and the display order.
Click OK to close the Value List for "Phase" dialog box.
You'll get a message from Project about invalidating some data.
Click OK to make the change and return to the Customize Fields dialog
box.
Click OK to close the Customize Fields dialog box.

You've now created your value list that you can select one of the phases
from without having to type.

To follow along with FAQ 31 about customizing the Flag1, Flag 2
fields --because flags only have 1 of 2 possible values (no or yes)
you'll
need to add as many flag fields as you have phases. Insert a flag field
for
each phase (Flag1, Flag2 etc.)
You'll customize each Flag field to check for the desired value in the
"Phase" field and display "yes". Right click on the Flag field choose
Customize Fields and this time select the Formula button.
For a Flag field to test for Millwork in the Phase field, the formula
would
be:

IIf([Phase] = "Millwork", yes, no)

This will change the Flag field to yes if the text in the "Phase" field
equals Millwork, otherwise it will remain no.

Be careful to enter the formula using the exact capitalization and
spelling
of the value in the "Phase" field.

Repeat for each Flag field modifying the formula to look for each other
value.

I hope this helps. Let us know how you get along and be sure to post
back
with any further questions.

Julie

Thanks Julie, once again!!! And thanks to the others who answered my
question yesterday!!!!!

Now another question relating to the rest of them. This may be getting
a
little advanced for me, but what the heck!!! Can I create a column
called
"Phase" and make it a drop down list where I can select the appropriate
phase? If this can be done so that I am not having to type in each
phase
everytime, can the formula in the first column that I created be edited
so
that it has a response to each different phase? I know that this is
pushing
the limits of my brain, but is it pushing the limits of project?

Thanks again everyone for your help!!!!!

Cris