It's easy to turn your Microsoft Project plan into a phase gate timeline like this:
- Begin by opening your Microsoft Project plan (or multiple plans in a portfolio). This example shows several subprojects with the key phase gates underneath:
- You probably don't want everything from Microsoft Project to end up in your timeline, so we're using "Flag 20" to decide which phase gates to include in the report:
- To build your phase gate timeline, double-click the OnePager Pro icon on your desktop. When the Start screen appears, click the NEW Project View button.
- Choose your Microsoft Project plan as the source file for your project timeline.
- When the dialog box expands, find the Starting Template section and click the Change button to select one of our "Milestone View" templates, which we'll use for starters. Give your timeline a name and a snapshot/status date:
- Click the Create new project view button, and you'll start out with a milestone report like this:
- Now, we'll turn the milestone chart into a true phase gate timeline with numbered symbols for each phase. Do this by going to Home > Project View Properties > Milestones and clicking on the Manage Rules button at the bottom. Add rules so that each phase gate gets its own color and symbol:
- Click OK once, but stay on the Milestones tab. We'll turn off milestone labels and show the dates for phase gates in their place:
If you need to adjust the position, font, or format of the date labels, just click the Date Label Properties button.
- Our final edit will be to line all of the milestones up on a single line, project-by-project. To do this, go to the Rows/Swimlanes tab and change the Rows setting to Collect tasks into rows by "Level 1 Summary Name" (or "Project Name" if you have multiple Microsoft Project files). This setting aligns all of the phase gates for a single project into a single row left-to-right:
- Click OK to see the results: