Project to Milestones Wizard - Custom symbology

When standard symbology choices don't work, design your own custom symbology.  Custom symbology is available in 3 places:

• When importing, choose Let the Wizard Guide You.  Then, choose Custom Symbology.

• When linking a task using Link to Active MS Project task, under Add tasks using, click the Customize button for Custom symbology.

• When refreshing and selecting the Append new tasks option, click the button to Customize.

The Custom symbology dialog box makes it possible to add up to 7 symbols for each Microsoft Project task.  Optionally, a horizontal connection can be added between every two symbols.

Start with the left-most symbol (1).  Click on the actual symbol to customize.   Then, click on symbol 2 to customize it.  Then, click on the bar in between 1 and 2 to customize or hide the bar.  Repeat this sequence for other Microsoft Project date fields as needed.

Set Symbol Properties

After clicking a symbol, the following dialog appears for customization of the symbol.  Under Date settings, pick a date field for the symbol.  Make other selections for the symbol, including the symbol type (from the toolbox), and the symbol text and note fields.  When scrolling the symbols be sure to pick a normal symbol for dates other than baseline.  Choose Set % Complete if you want Milestones to set the % complete for the symbol.  This is usually only done for the Start date symbol.

Pick bar

After clicking a bar, the following dialog appears for customization of the bar.  Select No connector if no horizontal connector is desired.   If a bar or line connecting two symbols is needed click Choose connector and select a bar.