OnePager is an easy-to-use project and programme reporting application that can import data from Primavera P6 in either XML or XER format. In the example below, we will create a plan on a page from a single Primavera P6 schedule. If you have a more complex project plan, or even multiple project plans, OnePager can still create a plan on a page for you. Here's how:
Open your Primavera P6 schedule. In the example below, we see a sample construction project as it appears in Primavera P6:
If you want to filter certain Primavera P6 activities for inclusion in your plan on a page, you can insert a user defined field called OnePager and place a Yes next to any activities that you want to include:
To insert a user-defined field into Primavera P6, go to Enterprise > User Defined Fields and click the Add button to create a new field named OnePager.
Once your Primavera P6 schedule is ready, go to File > Export and choose either an XML or an XER format. Follow the wizard to complete the export process:
Next, launch OnePager from your desktop or Windows Start menu:
When the OnePager start screen appears, click on New to create your plan on a page from Primavera P6:
When the import wizard appears, choose Select > BROWSE Primavera P6 Files. Once you've selected your schedule from P6, give your plan on a page a name.
Now, it's time to decide which activities from Primavera P6 should be included in your plan on a page. There are a few options.
Option 1: User-Defined Field
If you created a user defined field like we did with the OnePager field earlier, you can select it here and use that as your filter:
Option 2: WBS-Level Filter
OnePager also has the ability to filter activities based on their position in the Primavera P6 WBS. For example, maybe we want to bring in any summary items that are at the second level of the WBS. To do this, click on Edit Filter and then set up a filter rule that brings in anything with an Outline Level of 2:
- Once you've decided how to filter your P6 schedule, click Create New Chart.
OnePager will import your Primavera P6 XML or XER file, and create a plan on a page that summarizes your project or programme:
Once you have created your chart, you can change colors, layouts, and swimlanes, all based on the Primavera P6 activities and WBS.
The example above is simple, and is intended to give you a basic idea of how OnePager can create a plan on a page (POAP) from Primavera P6. Here are some other things you can do with OnePager:
- Import several Primavera P6 schedules.
- Group and sort your POAP into swimlanes based on the WBS in Primavera P6.
- Colour-code your plan based on any Primavera P6 field, including user-defined fields, using conditional formatting.
- Display additional project or programme information such as cost, activity status, and resource assignment.
- Quickly update your plan on a page as your Primavera P6 schedule changes.
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