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Building Timelines from Microsoft Project Server

How to build a Microsoft Project Server timeline using OnePager Live, the project reporting app.

OnePager Live will connect to your Project Server account to build timelines in a matter of minutes.

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:

  1. 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: Microsoft Project Server plan
  2. Login to OnePager Live. Don’t have a OnePager Live account yet? Sign up for free.
  3. Once you're in, choose New from the Start screen: OnePager Live Start screen.
  4. Give your timeline a name. In this case, we'll call it "Sample Project Server Timeline".
  5. Select the plan(s) from Project Server that you want include in your timeline.
  6. Choose which Microsoft Project plans to import.
  7. 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.
  8. 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. Select your OnePager Live template and Flag field.
  9. 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.
  10. 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: Easy multi-project timeline created using the OnePager Live web app.

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.

Ready to get started with OnePager Live for Project Server? Sign up for free today to learn more.

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