There are a variety of ways to update your OnePager visuals using your Excel and Project source files. This video is meant to help you understand your options, and figure out what will work best for your situation.
OnePager gives you a LOT of flexibility when it comes to getting your visuals out and front of your audience for consumption.
We’ve created a video to help cover the settings you need to be aware of, and the steps to take, for Copy/Paste, Printing, Export, and Save As.
If you have any questions, or feel like we’ve missed something, please feel free to add a comment, or to send an email to email@example.com. We value your input and feedback.
Microsoft Project gives users the ability to mark that their projects are complete through a certain date:
This is a useful feature in some circumstances, but It’s debatable how appropriate this practice is in general. While it’s nice to be able to set your project as current through a certain date, many project managers agree that you can’t simply declare things as finished, just because you’ve gotten to a certain point on the calendar. Real life projects just tend to be a little more complicated than that.
Right or wrong, Microsoft Project lets you do this, so what’s behind the percent complete values that it calculates? In my sample plan, Project re-calculates my percent complete values as follows:
At first glance, it looks pretty good. All five tasks are precisely lined up so that their progress bars hit the red line that represents the status date.
But as you look closer, there’s a problem. The percent complete values in Project don’t match the progress bars on the Gantt chart. For example, the percent complete value for Task A is 70%, but if you measure the width of the progress bar in Project’s Gantt chart, pixel-by-pixel it’s 74.7%.
When you build a report in OnePager, we use the percent complete values from Project:
Compare Task A between Project and OnePager. In Project, the progress bar is right up against the status line. In OnePager, the task appears as if it’s almost a day behind schedule. Tasks B and C have the opposite problem: Project shows them as on track, while OnePager shows them as ahead of schedule.
It’s not a question of right or wrong. It’s a question of apples and oranges. The date through which your project is complete is not the same as percent complete.
If you want your progress bars in Project to match OnePager, then you need to use percent complete across the board, since it’s a more precise calculation. To do this, right click on the Project Gantt chart and choose Bar Styles:
Now, in the Bar Styles form, change your all of your progress bars to use “% Complete” instead of using “CompleteThrough”. This will create a three-way match between the numeric percent complete values in your Project file, the progress bars in the Project Gantt chart, and the progress bars in OnePager:
After clicking OK, Project will change its Gantt chart progress bars to reflect the percent complete values that you see on the left, and will match what OnePager shows as well:
So while it’s sometimes tempting to use MS Project’s ability to quickly status your plan to a certain date, it’s important to recognize that the resulting percent complete values are going to have a degree of imprecision, due to working and non-working time in your project calendar.
As OnePager evolves, so does our support content. When’s the last time you watched a video to brush up on your OnePager skills? Now might be the time.
Here is a fresh video on OnePager Templates, which are one of the most critical things you must understand in order to achieve efficient, repeatable results in OnePager.
When you are changing your settings in OnePager (Home > Project-View Properties), you’ve probably noticed the three buttons at the bottom of the screen:
Everybody gets what OK and Cancel are, but Apply isn’t quite as common. In short, the Apply button lets you make changes, see them take effect, and continue to make more edits with the window still open. Keeping the window open makes it easy for you to make more changes without having to go out of Project-View Properties and then come back in: