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TigPerry's avatar
TigPerry
Copper Contributor
Oct 21, 2024

MS Project: Create Rules to format tasks

I like to color code my tasks in MS project.  It makes it easier to find things.  For example, when a task is completed, I set the font color to green.  If it is behind schedule, I set the font color to red.  Is there a way to create a rule that says if a task is 100% set the font or highlight the line green?

  • John-project's avatar
    John-project
    Silver Contributor
    TigPerry,
    Yes, but..... Have you considered using the graphic indicators available in the Indicator field (e.g. red, yellow, green of various icons)?

    Either way, you will need to set up a custom flag field (e.g. Flag1) with a formula delineating when at task line is red or green. And what about tasks that are not complete but are not "late"?

    Give us some definition and we can help you set it up.
    John
    • jgriggs's avatar
      jgriggs
      Copper Contributor

      John-project I'm having issues getting technical support from Microsoft and below is my question.

      When building a resources list in MS Project, the columns only have options entered by Microsoft. I am trying to build a sheet to match how my company tracks resources, costs and materials. we currently use excel and the columns include:

      Item description/Quantity/price per unit/total price/hours work per unit/total hours work per item/

      I cannot for the life of me figure out how to get Project resource sheet to do what I want here. Can someone explain to me which column options in Project 2019 would be synonymous with this layout in excel to produce the same calculations?

      • John-project's avatar
        John-project
        Silver Contributor
        Jgriggs,
        First of all I'm not quite sure how your post got tagged onto a post about rules to format tasks. But to kinda answer your question, although there are similar elements, Excel and Project are two very different applications. Excel is an open format spreadsheet whereas Project is a defined format scheduling app. The items you have listed for Excel columns would be a combination of resource, task and assignments fields in Project.

        Assuming your "item" is material, the item description and price per unit would transcribe to the Resource Sheet. The quantity could be a Material Label (per lb, per hour, etc.) on the Resource Sheet or it might be an entry in the assignment units field. Total price is a cost on a Task Sheet as is hours work per unit and total hours work per item. At least that's how I see it based on the limited information your provide.

        So, in order for us to help you further we need to know exactly what you are trying to do (i.e. what is your reason for wanting to use Project and what is your end goal?). You mention something about wanting to produce the "same calculations". What are those calculations?

        John

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