If your project has lots of different milestones, you may benefit from defining a Milestone Type in Project Online so that different families of milestones are easier to distinguish.
Examples of different milestone types include major, minor, payment, and review, to name a few. In this article, we will share how to create enterprise custom fields and lookup tables in Project Online to catalog our milestone types and how to use them in your OnePager chart.
If you use OnePager with Microsoft Project Online, take note: Project Online’s days are numbered. Although Microsoft has not committed to a firm date, it intends at some point to sunset Project Online in favor of Project for the web, a fully cloud-resident PPM offering that is built on the Microsoft Dataverse rather than on SharePoint.
OnePager will introduce an integration with Project for the web in its 7.2 release in 2023. Theoretically, when Microsoft flips the switch, OnePager users who previously brought in their data from Project Online will be able to instead bring in their data from Project for the web.
I say “theoretically” because Project for the web is far from a finished product, as I wrote in a recent MPUG article. That article detailed numerous deficiencies of Project for the web — the most important of which, for OnePager users, is the lack of third-party application support for custom fields.
Project Online has over 400 predefined fields; at last count, Project for the web has 16. That means a project of any complexity will require heavy use of custom fields to get the same information across. The good news is, Project for the web has a custom field capability that will look familiar to Project Online users. For instance, you can define a Yes/No field named “Flag20” and put “Yes” and “No” values in the column.
The bad news is, custom fields from Project for the web cannot be read by third-party applications like OnePager, and we need your help asking Microsoft to make these fields available.
If your company currently uses Microsoft Project Server or Project Online, we’d like a minute of your time to understand which version of these EPPM tools you are using today, and what your plans are for the next twelve months. This helps us ensure that we place the right support resources in the right places.
We’d appreciate a minute of your time for this quick, two-question survey, which basically asks you which version of Project Server/Online you’re using now, and which version you think you’ll be using a year from now.
Take the Survey
If you only use desktop Microsoft Project, you can skip the survey, since we will be sending out something similar for you in the near future.
Theoretically, we here at OnePager are experts on … OnePager. But, having been in the business of helping project managers present clear and eye-catching Gantt charts for many years, we have picked up a lot of tips and tricks along the way about the project and portfolio management (PPM) software that feeds data into OnePager.
In a previous article, we discussed how to use enterprise custom fields to filter the tasks that are included in your OnePager chart. With the release of OnePager Pro 6.0, it’s time to revisit this topic, since there are now a few more options.
Everybody knows that OnePager can use local flag fields (Flag 1-20) from Microsoft Project to filter the tasks and milestones that make it into your report. Did you also know that OnePager can make use of flags in Project Online and Project Server that are set up as enterprise custom fields? Continue reading
We posted a video about this feature back in January, but wanted to make sure everyone clearly understands what this means: OnePager users no longer need Microsoft Project on their desktop in order to create OnePager visuals using their data on Project Server or Project Online!