If you manage projects in Excel, you’ve probably come across the need to assign tasks to different phases, especially if your project is somewhat complex. There is a right way and a wrong way to set up phases in Excel, and structuring your phases correctly will make it easier to format your charts in OnePager Express.
Many people think that the relationship between a task and a phase in Excel should look like it does in Microsoft Project, with the phase on top, and the tasks indented underneath:
Over the next couple months we’ll be creating some videos that outline specific tips to ensure our OnePager Express users understand the fundamentals, and what to avoid, when it comes to using Excel to create and update visuals successfully in OnePager.
Here is the first, which discusses how to structure the Excel data to work properly with OnePager Express.
We get asked by our OnePager Express (for Excel) users every so often how they can display critical path.
OnePager Pro inherently uses the Critical column from Microsoft Project, which calculates the critical path, to visualize those values.
Excel doesn’t calculate critical path without some intensive programming on your part, and OnePager Express isn’t set up to display critical path like OnePager Pro does (a colored bar at the top of the task bar). But, it is possible. We’ve summarized how it can be quickly done below. For more detail, you can also read our step-by-step instructions on how to build Excel Gantt charts with critical path.