This article shows you how to use the OnePager Live project reporting app with Microsoft Project Server (or Project Online) to build a project timeline report:
- Connect to Microsoft Project Server and open the project plan (or plans) that you want to use for your timeline. Using a flag field like "Flag 20" or any enterprise custom field, select the tasks and milestones that you want to include:
- Login to OnePager Live. Don’t have a OnePager Live account yet? Sign up for free.
- Once you're in, choose New from the Start screen:
- Give your timeline a name. In this case, we'll call it "Sample Project Server Timeline".
- Select the plan(s) from Project Server that you want include in your timeline.
- From the Template selector, choose the one called Multi-Project Ribbon Chart. This template contains most of the settings you need to build a timeline from Project Server. Of course, you can always make adjustments to the formatting of your timeline later once you've built it.
- Pick the Flag field or enterprise custom field that tells OnePager Live which tasks/milestones should be included. We'll match this to our "Flag 20" selection from above.
- Pick a Snapshot (status) date for your timeline. OnePager Pro can add more snapshots to the same timeline automatically as your schedules change in Project Server.
- Click Create new project view. OnePager Live will import your tasks and milestones from Microsoft Project Server, and create a timeline for all selected projects. In this case, we imported three plans from Project Server, and created a separate timeline for each phase:
Using OnePager Live to create a timeline from Microsoft Project Server is pretty easy. If what you get out of the box isn't perfect, don't worry. OnePager Live gives you complete PowerPoint-like editing controls so that you can fine-tune how your timeline looks before you send it out for review.
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