OnePager timelines from Planisware are easy to build and easy to understand:
Here's how to connect Planisware with OnePager:
- To get started, log into Planisware and open your portfolio of projects:
- Next, export from Planisware to either Excel or Microsoft Project. OnePager can read data from either Microsoft Project or Excel, so you can choose either format. Planisware lets you decide which tasks and which fields are included in your export, so this is something you can customize prior to building your timeline.
In this example, we'll do a simple export from Planisware to Excel:
- Launch OnePager, either as an add-in to Excel or Project, or using the OnePager desktop icon:
- Click NEW to begin building your timeline from your Planisware export:
- In the import wizard, give your timeline a name, and pick a template to define your formatting and layout:
- Click Next and confirm that OnePager has correctly mapped your fields from Planisware the way you want:
- Click the Create new project view button, and OnePager will build your timeline based on your Planisware data:
Need help customizing your timeline or exporting your data from Planisware? We'll be happy to help you get started, so just ask!
Get started today by downloading a free trial or attending one of our demonstration webinars.
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