Calendar View and Reporting

Ann@WeVeel

One of the project managers I work with prefers to work in a calendar view for the reports. I included snap shots of our Project Template, Report and Calendar View.

Our process is to open a project template and name according to the meeting.

Example: "Store Celebrations"

From there the Dates are added and adjusted based on actual time line vs. ideal timeline which is what the Gannet chart is set up to automatically do. Then people update accordingly.

All of these sheets for multiple store projects live in a work space that will then roll up into a report. The report when viewed as a sheet is color coded by who is responsible for what which then color codes the sheet. The color code pulls into the report but not onto the calendar. (See Images Below)

In the calendar image below, you can see "Branded" on the 26th, 2nd, and 12th. These are the starts of 3 different things. 2 of them refer to 2 different projects art work and the third is connected to Costing for a 3rd project.

In an ideal world I would like the sheet name to auto populate into the task list in front of the task. But I'm willing to work with any work arounds.

Thanks!

Andrée Starå

You have to change the colors in the Task Bar. (see attached screenshot)

Ok?

Andrée Starå

Hi Ann,

Can you upload the screenshots again?

Have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Ann@WeVeel

Screen shots below

Ann@WeVeel

Done

Andrée Starå

The colors can be changed in the calendar view as well. The best way would be to use conditional formatting to change the color of the taskbar, and that will change the color in Gantt view and Calendar view.

It's also possible to have the sheet name in the task name, but you'd have to add the sheet name to the sheet and then use the Primary column to join information from the columns as needed.

Would that work?

Ann@WeVeel

Hi,

 

So For the colors- In the report I have the colors showing up from their regular sheets using conditional formatting. When I switch the report view from grid/gantt into calendar the colors do not show up on the Calendar View. 

See the photos I uploaded as they all came from the report. 

Andrée Starå

You have to change the colors in the Task Bar. (see attached screenshot)

Ok?