I often have users ask me how I would display a level of certainty around a particular milestone or task.
The need exists because the initiative spans many years, and therefore, items in the plan set to begin, or complete, in the near future are fairly certain in terms of their target dates. However, items further out on the timeline need to be interpreted as loose estimates.
This is actually very easily accomplished in OnePager, as long as you have a column with a value that indicates the various levels of certainty you want to communicate.
For example, you may 3 levels of certainty:
Each of these values needs to be clearly displayed and interpreted visually. Using conditional formatting rules in OnePager, we can do this very easily. Here are the steps:
1 – Insert a column into your source file to house your certainty values (any Text column in Project will do, and there are no limitations in Excel).
2 – Make sure your Template is set to map in your new column that will be used to create new conditional formatting rules. To do this, click the Templates button on your Add-Ins tab, then navigate to Other Columns, and select your column.
3 – Create a New OnePager Project View.
4 – Open the Project-View Properties (gears-button on the Home tab in the ribbon toolbar) and click the Manage Rules button at the bottom of the Task Bars tab. Here, create 3 rules, one for each value. We’re using border in our example.
You can now very easily see, with the difference in border properties, which task is of High, Medium, and Low certainty, and this is easily voiced over during the presentation.
As long as the column of data exists, OnePager can interpret the values in that column visually in some way, using conditional formatting.
Have another way you’d execute this? We’d love to hear it! Please leave a comment or send us an email at firstname.lastname@example.org.