Multiple formatting preference sets ?

[Gershon Shamay]

I have to re-format the same "views" to satisfy different audiences. This
includes the way task bars look (what color to use for regular, critical,
milestone tasks, whether the bar itself is block or gray scale, whether the
'format layout' shows successor arrows or not, task name fonts and colors,
which columns are visible in the Gantt view, etc etc). This does not change
the underlying task information itself, only the way it's displayed.

Is there a way to name and save these formatting preferences so that I can
switch to any of them and restore the way it looks ? I know other project
management packages have this option.

 

[JulieD]

Hi Gershon

you can create multiple views (view / more views / add or copy) ...

so you could have your normal every day gantt chart (leave it called gantt
chart) then you could have one for Bill
choose view / more views / click on Gantt Chart / choose Copy change the
title to Bills Gantt Chart
click Apply - set Bill's formatting options

now when you want your standard gantt chart, choose gantt chart, when you
want the one with bills formatting choose view / bills gantt chart - do this
for all the different formatting requirements that you have.

you could even have a toolbar with buttons on it called "Bill" , "Fred"
whatever that switches between the views.

Cheers
JulieD

 

[Gershon Shamay]

Hi Gershon

you can create multiple views (view / more views / add or copy) ...

so you could have your normal every day gantt chart (leave it called gantt
chart) then you could have one for Bill
choose view / more views / click on Gantt Chart / choose Copy change the
title to Bills Gantt Chart
click Apply - set Bill's formatting options

Thanks, JulieD,
It almost works. The views don't remember the visible columns (I want them
different in the various views). How do I make that part of the view
definition ?

Gershon

 

[JulieD]

Hi Gershon

two methods - record a macro that displays / hides the columns - tag this
onto the macro that displays the views from the toolbar buttons (if you went
with this initial suggestion of mine).
OR
create custom tables for each of the views - same method as the views just
under view / tables / more tables .... you can then customise the views that
you created to read these tables rather than the default "entry" table (view
/ more views - edit).

let me know if you need further assistance with this.

Regards
JulieD