Microsoft training courses | Wise Owl - home page

Phone (01457) 858877 or email

CONDITIONAL FORMATTING IN MICROSOFT PROJECT GANTT CHARTS

Part two of a three-part series of blogs

Formatting Gantt Charts in Microsoft Project is a time-consuming process. This blog series explains how to create task bars that format themselves as you change information in the table.

  1. Step 1 - creating a custom field in Microsoft Project
  2. Step 2 - creating a custom format in Microsoft Project (this article)
  3. Step 3 - creating a calculated custom field in Microsoft Project
Posted by Andrew Gould on 01 June 2011 | 2 comments

Project conditional formatting - creating a custom format

In the previous entry in this series we saw how to create a custom field and insert it into the task table.  Now we're going to see how to link this field to a custom format in the Gantt Chart.

Creating a Custom Format

To start creating a custom format, make sure you're in the Gantt Chart view and then from the menu, select: Format -> Bar Styles…

Setting up a custom bar format
  1. Scroll to the bottom of the list of formats and type in a new name.
  2. Use the drop list to select the name of the field you customised in the previous step.
  3. Choose how you want the bar to be formatted using these options.
  4. Click OK

You should now have the ability to select the Yes option from the custom field and see the relevant task bar change colour automatically!

Selecting a format manually Automatically changing format
Selecting YES from the list… …automatically formats the task bar.

We're nearly there, just one step remains.  Unfortunately it's the most complicated step of all - getting the custom field to calculate automatically when Santa is assigned to a task!  Read the next part of this series to find out how to do this.

CONDITIONAL FORMATTING IN MICROSOFT PROJECT GANTT CHARTS

Part two of a three-part series of blogs

Formatting Gantt Charts in Microsoft Project is a time-consuming process. This blog series explains how to create task bars that format themselves as you change information in the table.

  1. Step 1 - creating a custom field in Microsoft Project
  2. Step 2 - creating a custom format in Microsoft Project (this article)
  3. Step 3 - creating a calculated custom field in Microsoft Project

Comments on this blog

This blog has 2 comments:

Comment added by Grampus on 04 September 2012 at 20:31 GMT

Many thanks for the attached will try it and see, my wish is color based on text in a added column.

 

 
Comment added by Grampus on 05 September 2012 at 07:31 GMT

Hi many thanks for this but I am trying something more ambitious, I want to add my own columns showing differant info then format the task bar based on the text in those new columns rather than the resourse names in your example.

My columns would show Site Name, type of work which would include Inhouse Engineering works, site works, Training, and holidays,  the schedule is based on resourse allocation rather than project task driven.

Have you every tried this ?

Reply from Andrew Gould (blog author)
That certainly shouldn't be a problem.  This blog shows how to create custom columns in Project.  All you'd need to do is exchange the references to the Resource Names column to your own custom fields.  Good luck!

All content copyright Wise Owl Business Solutions Ltd 2013. All rights reserved.