What’s new in OnePager 7.2: Advanced Conditional Formatting

Conditional formatting of tasks and milestones is one of OnePager’s most powerful feature sets, both in terms of the time it saves you and the accuracy it ensures. With OnePager 7.2, we’ve drastically expanded the number of task and milestone properties that you can control with conditional formatting. These new properties include:

  • Percent Complete: Percent Complete Bar On/Off, Bar Color, Show Incomplete Milestones as Unfilled, Checkmark Percent Complete
  • Baselines: Baseline Symbol On/Off, Shapes, Colors
  • Critical Path Segments: Critical Path Segments On/Off, Color
  • Deadlines & Endpoints: Deadline and Four Endpoints On/Off, Shape, Color
  • Task Representation: Whether an event should be displayed as a task or a milestone
  • Date Labels: Start Date Position, Finish Date Position, Font

We’ve made all of these new properties available as a part of Advanced Conditional Formatting, which you can enable by switching from Basic to Advanced in the Conditional Formatting Rules grid:

In the interest of keeping things simple for our more casual users, OnePager will default to Basic Conditional Formatting until you switch it to Advanced. So make sure that you’re in Advanced mode before exploring these new capabilities.

In this article, we’ll walk through two commonly-requested use cases that are now easy to support with Advanced Conditional Formatting.

Conditional Percent Complete Color-Coding

In earlier versions of OnePager, the percent complete bars were always a uniform color. By default, OnePager used a yellow color for percent complete:

If you weren’t a fan of yellow, you had the option to change the percent complete color to something different, so long as it was still just a single color. Beginning in OnePager 7.2, you can use Advanced Conditional Formatting to assign different percent complete colors based on the statuses of your tasks and milestones.

To begin, open conditional formatting (Home > Chart Properties > Task Bars > Manage Rules) and make sure that you are in Advanced mode. We’ll set up a series of rules that look at different ranges of values for Percent Complete: For each rule, scroll to the right in the conditional formatting grid until you find the Percent Complete column. Click into the cell for each rule, and you’ll have a full set of controls to modify percent complete formatting when the rule is true:

Once you’ve assigned formatting to Percent Complete for all available rules, your conditional formatting grid should look like this:

Now, click OK twice to apply the rules. Your chart should display different colors of progress bars which indicate how much progress each task has made:

Conditional Baseline Display

Another powerful use case for Advanced Conditional Formatting is to only display baselines when there is difference between plan and actual. For example, here we have the same project displaying baselines. Notice that for the first two projects, all of the tasks are still aligned with the original baseline. But the third project has seen some slippage:

If we eliminate baselines for tasks where there has been no slippage, we’ll be able to better focus our teams on the tasks that have changed. To do this, return to conditional formatting, and make sure that you are still in Advanced mode.

We can write a rules that looks for when the Finish Variance field is equal to “0 days”. Scroll to the right in the conditional formatting grid and click into the cell for Baselines:

In cases where there is no Finish Variance, we want to suppress the baseline, so we can uncheck the boxes to display baselines for both tasks and milestones when this is the case:

Click OK three times, until all three windows (Baseline Properties, Conditional Formatting grid, and Chart Properties) are closed and your rule has been applied. You will see that only tasks with actual variance continue to show their baselines:

We have a lot of users who have requested this expansion of conditional formatting over the years. We’d love to hear some of the new use cases that you’ve come up with as well, so if you have one that you would like to share, please mention it in the comments.

This entry was posted in OnePager 7.2 by Safford. Bookmark the permalink.

About Safford

Safford is a versatile technology professional with a solid history of empowering emerging growth companies in a broad array of industries. His employment history includes energy industry consulting at Quorum Software, Senior Manager of Client Services and Technical Sales at telecom service aggregator GetConnected, and Vice President of Strategic Partner Management at electronic payment processor IP Commerce. Prior to his tenure as OnePager's COO, Safford was the company's Vice President of Marketing and Alliances. Safford holds a BA in Psychology and management from Rice University.

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