This article describes how to use OnePager to access projects within Project Online to create a multi-project summary timeline, using the Microsoft Project data you already have.
- Start by making sure each of your Microsoft Project files has a Flag field, indicating for each task whether you want to import that task into your multi-project timeline. In the example below, we’ve inserted the Flag20 column, marking those tasks we want to appear in our timeline with Yes.
- Launch OnePager Pro from your desktop by double-clicking the OnePager Pro icon and from the Start screen, choose New.
- When the import wizard appears, click Select and then BROWSE Project Server....
- Log into Project Online using OnePager's secure connection, and select the project plans that will be used to create your timeline.
- From the Template dropdown list, choose the preloaded template called Multi-Project Gantt Chart - Detailed. This template contains a set of pre-configured settings that make it easy for you to build multi-project presentations. You can always change these settings later. Also, select Flag20 within Task Selection
- Specify a Snapshot date for your portfolio schedule to represent the point in time the OnePager document they are looking at will be accurate to.
- Click Create new chart. OnePager will import your selected tasks and milestones and create a high-level portfolio view that shows the schedule for each individual project plan. Your OnePager result will be driven by your template that was selected earlier and may look like this:
It's that easy!
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