Manage Rules

Manage conditional formatting rules

The Manage rules option allows you to view, edit, reorder, enable, disable, or delete existing conditional formatting rules in the planning sheet.

Use the Manage rules pane to organize and control how multiple conditional formatting rules are applied to your data.

Open Manage rules

To open the Manage rules pane:

1. Open the planning sheet.

2. Select Conditional formatting from the toolbar.

3. Select Manage rules.

Rule management options

The Manage rules pane displays all the conditional formatting rules configured for the current planning sheet. The following actions can be performed from the Manage rules pane:

Add new rule

Create a new conditional formatting rule from the Manage rules pane.

Edit a rule

Select the pencil icon next to the rule to modify its settings, conditions, formatting options, or target range.

Enable or disable a rule

Use the toggle option to temporarily enable or disable a conditional formatting rule without deleting it. Disabled rules are not applied in the planning sheet but can still be retained for future use.

Reorder rules

Select the Reorder rules (⋮⋮) option to control the evaluation priority when multiple conditional formatting rules are applied to the same cells. Rules are evaluated based on their order in the Manage rules pane.

Delete a rule

Delete rules that are no longer required from the planning sheet. Deleting a rule permanently removes the associated formatting configuration.

Duplicate a rule

Create a copy of an existing rule to reuse the same configuration with minor modifications.

Rule priority behavior

When multiple conditional formatting rules are applied to the same value, rule priority determines which formatting is displayed. Rearrange the rule order to control formatting precedence.

Export behavior

Conditional formatting rules configured in the planning sheet can also be applied during Excel and PDF exports. Enable or disable rules to be included in the exported report. Learn more about Exports here.