Most of our Microsoft Project users like having OnePager Pro automatically group swimlanes by one of the outline levels tied to the WBS of the project plan. For example, grouping by Level 1 Summary Name will create swimlanes based on the top-level parent task, whereas grouping by Level 2 Summary name will create swimlanes based on summaries one level lower.
But what happens if your WBS in Microsoft Project isn’t set up so that every outline level matches up to where you’d like to see a swimlane? Take this Microsoft Project plan for example:
In our previous post, we covered the ins and outs of unique IDs with Microsoft Project locally on the desktop. This article discusses some of the differences in how unique IDs work when you are using Project Server or Project Online.
When you launch OnePager as an add-in to MS Project, you have the option to connect directly to Project Server/Online or to let MS Project connect to the server and then funnel the information back to OnePager through the desktop client. When you’re using OnePager as a standalone application outside of MS Project, all connections to Project Online and Project Server are direct and do not involve MS Project.
Continuing our earlier discussion of Unique IDs, we’ll turn our attention this week to Microsoft Project. Project generally does a pretty good job of creating and maintaining Unique IDs so that you don’t have to worry about it, but we’ll cover a few gotchas in this article.
Your Unique IDs in OnePager will vary in MS Project based on whether you are:
Using Project on the desktop or connecting directly to Project Online or Project Server over your network; and
Reporting on a single project or on multiple projects
Whether you are a brand-new OnePager user or someone who’s been with us for a while, you’ve probably seen the concept of Unique ID come up from time to time. If you haven’t stopped to learn about what a Unique ID is and why it is so important, this article is a great place to start.
Did you know that you can “maverick” tasks or milestone shapes in OnePager?
This is the term we use when one or many shapes in the body of the chart have had any of their properties manually modified.
If you happen to modify one or many shapes using the capabilities in the Home tab on the Ribbon (Font, Format, Alignment, Position), or right-clicked on a shape and chosen Format to reveal the Change Task/Milestone Properties to make a change there… you have “mavericked” your shapes.
If you mark tasks as estimated in Microsoft Project, it’s a good idea to mark them as estimated in OnePager as well. This helps your audience understand that the dates in your Gantt chart aren’t firm and are subject to change:
Here’s how estimated tasks appear in Microsoft Project:
In earlier versions of OnePager, we gave you the option to select the fields that you wanted to import when you were first building your report, but didn’t offer the flexibility to change your mind and add new fields later on.
That changed last year with version 6.0. Take a look at this video to see how to map ANY field from Project or Excel into an existing OnePager Project View: