Change formatting of the Task name field

[Lars Kragh-Hansen]

I need to change the font colour on the task name for all historic tasks,
sum tasks milestones etc. so that they are displayed in a grey colour.
Elements which are not historic are to be displayed in black font colour as
per Project default.

Our users do not key in completion % nor in any other way flag a task being
completed. Thus in our case a historic element is defined as one where the
current date exceed the finish date.

We are using Project2007 EPM solution.


Thanks in advance

Lars

 

[Gary L. Chefetz [MVP]]

Lars:

It is possible to format cell backgrounds in Project Pro, however not in
PWA. Which are you looking for?

--

Gary L. Chefetz, MVP
MSProjectExperts
For Project Server Consulting: http://www.msprojectexperts.com
For Project Server FAQS: http://www.projectserverexperts.com

 

[Lars Kragh-Hansen]

Hi Gary,


It is in Project Pro that I am looking to change the formatting.

To be more specific, it is the table part of a Gantt view that I am hoping
to change the font colour for historic tasks from the default black to grey.

In other words, for a historic task all the corresponding text in the
columns: Task Name, Duration, Resource Name etc. should be grey whereas other
tasks should continue to have their corresponding Task Names etc. in black
font colour.

I am looking for a solution which could be propagated to the rest of the
organisation.


Best Regards,

Lars

 

[Gary L. Chefetz [MVP]]

Lars:

Here's the challenge, colors are attributes of views, not data. So, if you
format this in a view, you need to pass the view with the project in order
for others to see the formatting. This formatting does not push to PWA, so
your views there will remain unchanged. Depending on how you define
"historic" you can probably use a macro to do some or all of the work for
you. You might want to look at the function on the Format menu > Text
Styles. Notice the drop down in the dialog. One thing you might consider is
using Marked Tasks and setting the Marked field for the tasks in question to
"yes."

--

Gary L. Chefetz, MVP
MSProjectExperts
For Project Server Consulting: http://www.msprojectexperts.com
For Project Server FAQS: http://www.projectserverexperts.com

 

[Lars Kragh-Hansen]

Thanks Gary,


It is possible to get the desired graphical change by the use of the marked
field in conjunction with Text Styles.

As I understand it, however, the Marked field requires a manual
(Yes/No)input.

I was hoping to be able to apply a formula like:
IIF([Finish]<[Current Date],Yes,No)
to the field, but it appears that the Marked field is not customizable.

I can of course use a custom field to hold the formula, but then I would
still need to push the value from this custom field to the Marked field.



If I understand it correctly, I need to do the following in order to
propagate the change to all the enterprise project:
1. Implement the change in all views where the change is required,
2. Copy each of these views into the Enterprise Global (e.g. via the
Organizer)
3. When all enterprise projects have been checked in, the change has been
implemented (It is OK for me that the change does not apply to PWA)


Best Regards,
Lars

 

[Gary L. Chefetz [MVP]]

Lars:

You would need to create a Macro for this purpose.

--

Gary L. Chefetz, MVP
MSProjectExperts
For Project Server Consulting: http://www.msprojectexperts.com
For Project Server FAQS: http://www.projectserverexperts.com

Thanks Gary,


It is possible to get the desired graphical change by the use of the
marked
field in conjunction with Text Styles.

As I understand it, however, the Marked field requires a manual
(Yes/No)input.

I was hoping to be able to apply a formula like:
IIF([Finish]<[Current Date],Yes,No)
to the field, but it appears that the Marked field is not customizable.

I can of course use a custom field to hold the formula, but then I would
still need to push the value from this custom field to the Marked field.



If I understand it correctly, I need to do the following in order to
propagate the change to all the enterprise project:
1. Implement the change in all views where the change is required,
2. Copy each of these views into the Enterprise Global (e.g. via the
Organizer)
3. When all enterprise projects have been checked in, the change has been
implemented (It is OK for me that the change does not apply to PWA)


Best Regards,
Lars

Lars:

Here's the challenge, colors are attributes of views, not data. So, if
you
format this in a view, you need to pass the view with the project in
order
for others to see the formatting. This formatting does not push to PWA,
so
your views there will remain unchanged. Depending on how you define
"historic" you can probably use a macro to do some or all of the work for
you. You might want to look at the function on the Format menu > Text
Styles. Notice the drop down in the dialog. One thing you might consider
is
using Marked Tasks and setting the Marked field for the tasks in question
to
"yes."

--

Gary L. Chefetz, MVP
MSProjectExperts
For Project Server Consulting: http://www.msprojectexperts.com
For Project Server FAQS: http://www.projectserverexperts.com