This article describes how to create a multi-project Gantt chart in OnePager Express, using data you've already been tracking in an Excel spreadsheet. OnePager Express is the leading project management add-in for Microsoft Excel. If you don't have OnePager Express yet, you can download a free 15-day free trial to see how it works.
You can watch a video tutorial on this topic or continue reading for step-by-step instructions:
- Start with a set of Excel spreadsheets, one for each of your projects. Each of your spreadsheets should have a column for each task of the project, the name of each task's parent project, start and finish dates, and additional project-specific information.
- Double-click the OnePager Express icon on your desktop. From the Start screen that appears, choose New.
- Select one of your spreadsheets as the first Excel source file. Then, click the Add/Remove button add as many more Excel project plans as you'd like. Hit OK.
- An import wizard will appear, letting you give your Gantt chart a name. Click Edit Filter to decide which tasks from Excel to import:
- In this example, we'll tell OnePager to only show tasks that are scheduled to start in Q1 of 2017. This is an optional step. You could also just tell OnePager to bring in all of the tasks in your spreadsheet without any filtering.
- Click OK and then click Next to pick the columns from your spreadsheet that you want to import. Most of the time, you can let OnePager Express figure this out for you:
- Click Create new project view. OnePager will import your selected tasks and milestones and create a high-level portfolio view of all three projects:
It's that easy! From here, you can customize your Gantt chart as much as you need to, with different settings for grouping, sorting, and conditional formatting. OnePager Express is the easiest way to create a multi-project report from an Excel spreadsheet.15-Day