none
PS 2010 - Project Health - Add a New Color RRS feed

  • Question

  • I have a Project Health field in Project Server 2010 that was set up by a consultant. It had Red, Yellow, Blue, Green colors. I want to add a color and have no idea how it was set up and no idea how to add a color. Everything I see on the Internet says to set up formulas.

    However, in the Custom Attributes section of the field in the "Edit Custom Fields" screen, it says the field is based on a lookup table and not a formula. I go to the lookup table & see nothing that would indiate this field was setup with colors attached to the values.

    There are no "tests" in the values to display section either.

    Any help woudl be appreciated.

    Thursday, June 28, 2012 2:30 PM

Answers

  • StacyLo --

    If you want to add a color, you must first add a value to the Lookup Table in the form shown in your screenshot.  You can see that the Lookup Table contains values like Blue, Green, Red, Yellow, etc.  You will need to type the text that will be used to generate the correct graphical indicator.

    Next, you will need to edit the field and go to the Values to Display section.  Select the Graphical Indicators radio button and then click the Criteria For pick list and select the other two items, one at a time.  Whichever one shows the graphical indicators will be where you add your new Graphical Indicator criteria test.

    So, the correct solution requires two sets of steps.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by StacyLo Tuesday, September 18, 2012 1:57 PM
    Friday, June 29, 2012 1:05 AM
    Moderator
  • I finally figured this out with the help of our consultant. After adding the color value description in the Lookup table, I had to Edit Custom Field. Under 'Values to Display', there is a drop-down box for Graphical Indicators. It defaults to 'non-summary rows'. I had to change this to 'Project Summary'. When this change was made, it was very obvious that this is where to select the colors. It should be noted to the beginner that the order in which the colors appear is important as the colors are evaluated starting at the top.

    • Marked as answer by StacyLo Tuesday, September 18, 2012 2:01 PM
    Tuesday, September 18, 2012 2:01 PM

All replies

  • HI StacyLo--

    Did you try to insert a row & set the value/indicator color while editing the custom field ? Please see the below screenshot, Insert row in box:

    Does that help?


    If you found this post helpful, please “Vote as Helpful”. If it answered your question, please “Mark as Answer”. Thanks, Amit Khare |EPM Consultant| Blog: http://amitkhare82.blogspot.com http://www.linkedin.com/in/amitkhare82

    Thursday, June 28, 2012 2:54 PM
  • I did not try that. I am perplexed because there are no rows present for the existing colors that are already there (red, yellow, green, blue).  A screenshot is below (hope it is readable) .... thanks for trying to help me!

    Thursday, June 28, 2012 3:02 PM
  • StacyLo --

    You have to open the Project Health Lookup Table for editing and that will solve the problem.  Hope this helps.

    Thursday, June 28, 2012 6:19 PM
  • StacyLo --

    You have to open the Project Health Lookup Table for editing and that will solve the problem.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Thursday, June 28, 2012 6:20 PM
    Moderator
  • Dale - I have tired this. I don't see anywhere on the lookup table screen to change colors? Attached is a screen shot. Any ideas?

    Thursday, June 28, 2012 9:32 PM
  • StacyLo --

    If you want to add a color, you must first add a value to the Lookup Table in the form shown in your screenshot.  You can see that the Lookup Table contains values like Blue, Green, Red, Yellow, etc.  You will need to type the text that will be used to generate the correct graphical indicator.

    Next, you will need to edit the field and go to the Values to Display section.  Select the Graphical Indicators radio button and then click the Criteria For pick list and select the other two items, one at a time.  Whichever one shows the graphical indicators will be where you add your new Graphical Indicator criteria test.

    So, the correct solution requires two sets of steps.  Hope this helps.


    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by StacyLo Tuesday, September 18, 2012 1:57 PM
    Friday, June 29, 2012 1:05 AM
    Moderator
  • I finally figured this out with the help of our consultant. After adding the color value description in the Lookup table, I had to Edit Custom Field. Under 'Values to Display', there is a drop-down box for Graphical Indicators. It defaults to 'non-summary rows'. I had to change this to 'Project Summary'. When this change was made, it was very obvious that this is where to select the colors. It should be noted to the beginner that the order in which the colors appear is important as the colors are evaluated starting at the top.

    • Marked as answer by StacyLo Tuesday, September 18, 2012 2:01 PM
    Tuesday, September 18, 2012 2:01 PM
  • StacyLo --
     
    Thanks for letting us know you solved your problem with the help of your consultant.  And yup, you are absolutely right:  the order of items listed in a Lookup Table is VERY important as the software evaluates the values starting from the top.  Hope this helps.
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Tuesday, September 18, 2012 2:53 PM
    Moderator