Color-Coding by a Custom Status field in Microsoft Project

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

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

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

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

When is a Summary Task on the Critical Path?

Short answer: Never.

Long answer: Summary tasks are a collection of one or more child tasks. By definition, a summary task doesn’t represent any real work, resources, or deliverables, so summary tasks are neither on nor off the critical path of a project. Children of summary tasks can be on the critical path, assuming those children are not summary tasks themselves.

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Storytelling With Your Gantt Chart In OnePager

The marketing industry has played a large role in figuring out how to best get information across to audiences. I realize we’re in the planning-world here…so bear with me, folks.

storytime-600x400“Storytelling” is something marketing experts have been talking about for years, as a better way to communicate brands, products, and what sets businesses apart. It’s now a recognized, tried and true approach, and one that has taken a firm foothold due to its effectiveness. Our customer experiences online are, in large part, shaped by “stories” that marketers have set up for us to more easily get to know what they’re selling, and eventually buy it.

Because of this success, storytelling is now quickly making its way into business vernacular, specifically with respect to data. With so much data being collected over the course of doing normal business, we need better ways to communicate that data (the stuff we’re “selling”), in such a way that it can be easily consumed (“buying it”). Continue reading

Create OnePager Gantt Charts Directly from Project Online or Server!

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!

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Showing Checkmarks on a Gantt Chart

Traditionally, Gantt charts depict progress by showing a progress bar, or by color-coding an item green when it is complete. However, some project managers prefer to show a checkmark next to each task to indicate completion, more like a task list.

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OnePager makes this easy. You only need to make a few simple changes to your Microsoft Project plan to have OnePager automatically check off tasks when you’ve completed them. Here’s how: Continue reading

How the OnePager Community is Defining Plan Communications

From the outset of anyone’s career in project management they will hear that good communications are critical to success…your own, in your role as a project manager, and to the initiative itself. This makes inherent sense, right? So why hasn’t there been any significant work to help us understand how to communicate better when it comes to the world of planning?

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