Timelines in OnePager Pro are easy to create, easy to maintain, and easy to understand:
Executives like this format because it aligns phases sequentially in the same row, instead of staggering them in a waterfall format like a traditional Gantt chart. We'll walk you through a step-by-step approach to creating reports in this format, starting with a simple Microsoft Project plan:
This plan contains four subprojects, each with the same three phases. In this example, we're using a single Microsoft Project file, but you can use an integrated master schedule (IMS) if you want to link multiple MS Project plans together.
- To get started, insert a flag column (we used "Flag 20" below) to select the phases that you want to import into OnePager Pro. You don't need to select the project summary tasks in this example.
- To start building your timeline in OnePager, double-click the OnePager Pro icon on your desktop. When the Start screen appears, click the NEW Chart button.
- Choose your Microsoft Project plan as the source file for your OnePager Gantt chart.
- In the import wizard, give your timeline a name, and specify today's date as your snapshot or status date:
- When you click the Create new chart button, you'll start out with a very traditional Gantt chart like this:
- Our first change will be to line the phases up left-to-right by project to create more of a timeline instead of a Gantt chart. To do this, go to Home >Chart Properties >Rows/Swimlanes. By default, OnePager Pro places one task per row. We want to change this to Collect tasks into rows by "Level 1 summary name", which is the top-level summary task in the Microsoft Project plan. This means that any phases belonging to the same project will line up in the same row automatically.
- Before closing Project-View Properties, we want to make sure that our task labels are positioned cleanly so that they don't sit on top of each other in the new horizontal timeline layout. To do this, go to the Task Bars tab, click the Gantt Bar Label Properties button, and make sure that your labels are set to the Center position:
- Now, click OK twice, and you'll see a much cleaner looking timeline:
- The next step is to color-code the timeline. Since the same phase names appear in each project, it's easy to have each phase appear in a different color. OnePager's conditional formatting tool is the fastest way to do this. Go back to Home >Chart Properties >Task Bars and click the Manage Rules button at the bottom. We'll set up three simple conditional formatting rules to assign colors by phase name:
- Clicking OK again, you'll see a color-coded timeline that makes it very easy to distinguish one phase from another:
In this example, we ended up turning off the phase names completely, since they're already showing in the legend at the bottom. You can choose to label phases or not, depending on how you want your timeline to look.15-Day