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Planisware Multi-Project Timeline

Combine several Planisware Enterprise projects into a OnePager timeline.

OnePager can import a portfolio of multiple projects from Planisware Enterprise into a timeline, which is perfect for portfolio-level reporting:

Multi-Project timeline created in OnePager from multiple Planisware projects.

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If you don't already have OnePager, click the button above to download a free trial. Then, follow these instructions to get started:

  1. In Planisware, we will start with an example portfolio containing three separate projecs, called Project A, B, and C:

    Portfolio of Planisware projects

  2. For each of the three projects, decide which activities to display in the timeline. To do this, insert an attribute called Send to OnePager? into each project. In this example, we've selected key activities from Project A. Once you've finished selecting activities for the first project, save it, and select your activities for the remaining projects.

    Select key activities from the first Planisware project.

  3. Now, we can launch OnePager from the desktop:

    Launch OnePager from your desktop.

  4. On the OnePager start screen, choose New to begin building a new Planisware multi-project timeline:

    OnePager start screen.

  5. From the import wizard, go to Select > BROWSE Planisware Enterprise:

    Browse Planisware Enterprise projects from OnePager.

    If this is your first time using OnePager with Planisware, OnePager will ask you to connect to your Planisware Enterprise account.

  6. Once connected, OnePager displays a list of all projects available in Planisware. Hold down the Ctrl key while selecting projects from the portfolio. After selecting all of the necessary projects from the portfolio, click OK:

    All projects in the Planisware portfolio.

  7. Select one of OnePager's multi-project timeline or birds on a wire templates as a starting point, and make sure that the Send to OnePager? attribute is selected as your task filter. :

    Only import selected activities from Planisware into OnePager.

  8. Click Create New Chart, and OnePager will create a multi-project timeline like this:

    Planisware timeline from multiple projects.

  9. Depending on the setup of your portfolio in Planisware, especially the WBS, you may need to adjust OnePager's swimlane and timeline settings to group and sort the chart correctly. Go to Home > Chart Properties > Rows/Swimlanes. In this example, we are using a Timeline Layout based on the project name, and are also grouping into swimlanes based on the project name:

    Change swimlane and timeline settings to match the WBS in Planisware.

  10. OnePager can support a secondary child swimlane based on the Planisware WBS as well. This allows you to have a separate swimlane for each phase of each project. To enable this, click on the Left #2 swimlane tab, and enable a sub-swimlane based on the Level 2 Summary Name field, which is the second level of the WBS in Planisware:

    Add a sub-swimlane based on the WBS in Planisware.

  11. Click OK, and your chart should now look like this. Each phase of each subproject is its own timeline with child activities lined up left-to-right. Those phases are then grouped into swimlanes based on the overall project name:

    Timeline of multiple projects with sub-swimlanes based on the phase of each project.

Get started today by downloading a free trial.

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