Customizing the color of scheduled items

The color of the schedule items can be customized to quickly identify a project, an employee a specific schedule item.

There are several ways to customize the color of scheduled items. This color is determined with the following priority order:

  1. The color defined for a scheduled item (see Customizing the color of a scheduled item).
  2. In the Project view and Employee view menus, the color defined for the project is associated to the schedule item, from the Desktop Application (see Customizing a project color). In the Calendar menu, it is the color defined for the associated employee that is used (see Customizing an employee color).
  3. In the Project view and Employee view menus, the color for the project type, is set up from the Desktop Application or the default color (see Customizing the color of a project type).
DMF 250121 PROJECT SCHEDULE VIEW MODIFY COLOR
1 Click on a schedule item from a Project view to open its form.
2 Click on the sticker from the Color field then select the desired color.
3 Click on Save to take into account the modification.

The schedule item is now displayed in Project with the desired color.

Reference

For the detail of the fields in a schedule item form, see Creating from an empty scheduled item.

Click on at the right of the Color field to erase the customized color and use the color linked to the project, employee or project type.

DMF 0601A8 PROJECTS PROJECTS MODIFY COLOR

You can customize the color of the schedule items displayed in the Project view and Employee view menus, depending on the project linked to each schedule (for example, yellow for the Maintenance project, red for the Support project, etc).

1 From the Desktop Application, open the desired project record sheet from the Management menu > Projects and go on modification mode.
2 From the Main information tab > Project section, click on the Color field sticker.
3 Select the desired color and then click on OK.
4 Save the project record sheet to take into account the modification.

Schedule items linked to the project are now displayed in the Project view and Employee view menus with the defined color. However, if only one color is defined from the form of a schedule item, this color will be used in priority to identify the item.

Click on at the right of the Color field to erase the selected color and use the color linked to the project type.

1 From the Desktop Application, run a projects search by specifying the desired criteria from the Management menu > Projects.
2 From the search results, select the desired projects then click on from the action bar.
3 In the multiple modifications window, check the box of the Color field and:
  • click on the sticker and select the desired color to give this same color to all the selected projects,
  • check the Random box to randomly give a different color for each selected project,
  • click on to erase the customized color.
4 Click on Validate to update the selected projects.

Schedule items linked to the project are now displayed in the Project view and Employee view menus with the defined color(s). However, if only one color is defined from the form of a schedule item, this color will be used in priority to identify the item.

If no customized color is defined for the schedule item nor the project, default colors are used in the Project view and Employee view menus for the schedule items in order to visually differentiate them:

  • internal projects,
  • external projects,
  • leave projects.

However, a user can customize these colors in the Desktop Application, if granted the needed access rights. Colors are set up by company. Therefore, the displayed color code is the one set up for the user's connection company.

Note

You only need to set up one color per type of project. Additional colors will not be considered.

1 From the Desktop Application, go to Tools > Setup > General Setup > Schedules and Timesheets > Scheduled item.
2 Click on in the action bar to create a color code and specify the following fields:
Field Description
Code Identify the color using a unique code.
Rank #

Add a rank number to the color code.

This rank number is used only if several codes are set up for the same Type. In this case, the code with the smallest number is used.
Label Specify the label of the color code.
Color

Click on the colored sticker to open the color chart. Choose the desired color or set your own customized color, then click on OK.

Important

Information displayed in schedule blocks is written in white. Make sure you use a dark color for your projects to be readable.
Type From the drop-down list, choose the type of project (internal / external / leave) to associate with the color code.
3 Click on .

The color code is created. In Project, the setup color replaces the default color that was used for the scheduled items of the relevant project type.

Tip

This color code is displayed at the bottom of the Project screen.

DMF 160877 TOOLS RESOURCES MODIFY COLOR

You can customize the color of the schedule items displayed in the Calendar menu, depending on the employee linked to each schedule (for example, blue for Jeanne Dupont and green for Michel Blanc).

By default, each employee is identified by a unique color which is applied randomly. Once assigned to an employee, the color remains unchanged. This color is used both for the employees checkboxes in the Employee list and for the colored schedule blocks. Therefore, the various colors assigned help differentiate them thanks to their color.

To customize the color given to each employee:

1 From the Desktop Application, open the record sheet of the desired employee from the People menu > Resources (Employees and Subcontractors) and go on modification mode.
2 From the Resources (Employees and Subcontractors) tab > Identity section, click on the sticker of the Color field.
3 Select the desired color and then click on OK.
4 Save the employee record sheet to take the modifications into account.

The schedule items of the employee are now displayed in the Calendar menu with the defined color. However, if only one color is defined from the form of a schedule item, this color will be used in priority to identify the item.

Click on at the right of the Color field to erase the customized color and go back to the random color.