To create a project risk report, you'll first want to get a free trial of OnePager Pro for Microsoft Project, and then follow these steps:
- Start by taking a look at your project plan. In this simple example, we have three phases with a few milestones per phase. Each milestone is marked with a risk level (low, moderate, high, very high, exteme):
- Next, go to Microsoft Project's Add-Ins tab and click the OnePager Pro button:
- On the start screen, click NEW:
- On the next screen, give your risk report a name and decide which project tasks and milestones you want to include. In this example, we're only importing key milestones:
- Initially, we get a key milestone report, which is a good start, but it doesn't really tell us anything about what's at risk:
- To show risk, we'll want to assign each risk level a different color and shape. Go to Home > Project View Properties > Milestones, and click on the Manage Rules button under Conditional Formatting.
- On the conditional formatting screen, click Add Rule, and give each risk level a different format, like this:
- Click OK, turn on the legend (View > Legend), and you get a project risk report like this:
Even for complex project plans, OnePager is able to create a simple, high-level risk report for your project. All of the key milestones are lined up left-to-right, and are intuitively color-coded based on risk level so that it's easy for everyone to understand, even if they are not used to looking at Gantt charts or timelines.
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