Category Archives: Project Reporting

Weekend Work on an Hourly Scale

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Most schedules show work that takes place during the work week, but in this article, we will explore creating a Gantt chart that displays, on an hourly scale, work done over the weekend.

Below is a schedule with tasks for Saturday and Sunday between 8:00 am and 3:00 pm.

The next step is to launch OnePager and create the chart by going to Add-ins > OnePager > New. After clicking New, you should see the “OnePager choices” window; we will select an out-of-the-box template designed for an hourly view. To do this, click Change… and then Browse, which will bring you to the template folder. Select the “Hourly View” template, and then finish creating your chart.

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Filtering your Task Links (3/3): Key Milestones

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Welcome to part 3 of the task link filtering trilogy! Through our task link journey, we have covered how to display dependencies that are on a Critical Path (Part 1) and also dependencies that are set for Future Dates (Part 2). If you missed either of those two blog posts, I highly suggest you treat yourself to the wealth of knowledge it offers regarding task link filtering.

We will discuss how to filter your task links so that only ones with a milestone as a successor are displayed. To do this, we will first need to create a chart with task links enabled. You can enable the task links by going into Chart Properties > Task Links and checking the box “Show data-driven links.”

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Filtering your Task Links (2/3): Future Tasks

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Welcome to part 2 of the task link filtering trilogy! Our last blog article discussed how to show task links on a Critical Path (Part 1). This portion will explore how you can filter your task links in two more ways, both relating to future dates. The first will go over how to filter task links with a status of “Future Tasks,” while the second will be how to filter task links to only show when they are to the right of your Time Cursor, which is another way of looking at future dependencies.

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Filtering your Task Links (1/3): Critical Path

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We will be doing a three-part blog series that explores smart ways to filter your task links in a OnePager chart. This first article will discuss how to display dependencies for only the tasks that are on the critical path. We will use the Microsoft Project example below, where Site 1 and all of its subtasks are on the critical path, and all of the tasks underneath Site 2 are non-critical:

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Multiple Values in Conditional Formatting

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In my view, among the many great features of OnePager, none beat Conditional Formatting. With Conditional Formatting, you can create rules to change the color, shape, fill, and other properties of tasks and milestones based on specific rules that you set. However, what happens when you have multiple values to which you need the same rule to apply? You could create a bunch of separate rules, but that’s a lot of work. In this article, we will go over how you can create a conditional formatting rule that tests for multiple conditions at once.

Imagine with me, if you will, that you have a schedule with individual resources assigned to different tasks. Each resource is part of a specific team in your organization, and you would like to be able to color tasks based on the team that the people belong to, not based on their individual names.

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Color-Coding by a Custom Status field in Microsoft Project

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Many of you already use OnePager’s conditional formatting to automatically assign colors to your charts based on Microsoft Project’s Status field. But what if you need status calculated differently than how Microsoft Project does it out of the box?

In this article, I’ll show you how to create your own custom status field in Microsoft Project, and then bring that into OnePager to drive the color-coding of your timeline.

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Endpoints: How to not lose track of dates on a timeline

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Endpoints are a little-known feature of OnePager that allow you to assign special symbols to different dates in your schedule and have those symbols appear near your main task bar. Endpoints are especially useful if you have several tasks left-to-right in a timeline layout and are worried that the overlap between those tasks will mask the true start and finish dates.

Let’s start with this simple project, which is initially in a Gantt chart layout. You can see that some of the tasks are scheduled back-to-back, but that other tasks are at least partially concurrent:

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Measuring On-time Performance Across a Portfolio with OnePager

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So you’ve taken many steps to get to this point: Your firm has launched a PPM tool, and your staff is trained how to use it. You’ve built a base set of standards, and are beginning to reap the benefits of having all your data in one place, reporting your initiatives, and tracking how much they truly cost. You finally have an eye on things.

But now you want to investigate whether or not you have any more deep-seated issues within your organization.

One visual that will help significantly with this is a Stacked Resource Timeline.

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Filtering OnePager Using Enterprise Custom Flag Fields from Project Online

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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 →