sales@onepager.com +1.303.779.0344

How to Show Project Health in Excel with an Excel Project Timeline

Using OnePager Express to represent project and task health in Microsoft Excel project plans

How do you tell your project’s sponsor that things are going well, or not as well as expected? Creating a Gantt chart that clearly lays out the health of various tasks in your project is often required, but it can be difficult to do. Often, we see the “horse blanket chart” with red, yellow, and green buttons on a matrix with no other information.

With OnePager Express, you can show tasks from an Excel spreadsheet along a timeline, and use color to represent project and task health with the traditional red, yellow, and green color-codes. Don't have OnePager Express? Download a free 15-day trial and follow along:

  1. In the example below, we use a “Health” column for each task in the spreadsheet:
    Excel spreadsheet containing task health/risk information. This is an example, but it will illustrate how the “Health” column can be used to emphasize project and task health in a timeline view versus just looking at the table above.
  2. Double-click the OnePager Express icon on your desktop. From the Start screen that pops up, choose New, and choose your Excel spreadsheet as the source file for your project health report. The wizard below will appear:
    Redesigned import wizard in OnePager Express. In the wizard above, we’ve noted where you type the project name and set the snapshot (status) date.
  3. Click Next to proceed. You'll now be taken to the second page of the wizard that allows you to map the columns from your Excel spreadsheet into OnePager Express:
    OnePager Express makes it easy to map the columns from any Excel spreadsheet. This mapping page shows that we want color to be dynamically driven by the “Health” column in the sample MS Excel file.
  4. Now just click the Create new project view button and OnePager Express will build the following timeline view:
    Gantt chart showing project health, phases, and resource assignments. Created in OnePager Express using data from an Excel spreadsheet. The timeline has color-coded each task by the status kept in the Excel spreadsheet. It's also grouped the chart into swimlanes based on the phase, which makes it easier to read.

When you create a timeline view from Microsoft Excel using OnePager Express, your reports are guaranteed to be accurate.

Customizable

You can customize the look and feel of your chart, and OnePager Express will preserve your style changes when you refresh your report with new data from Excel. Here are some of the things that OnePager Express lets you do:

  • Group, sort and color-code (conditional formatting) tasks and milestones by any field in Microsoft Excel (phase, status, resources, etc.)
  • Generate a project legend that makes sense for your audience
  • Reposition tasks or milestones, swimlanes, and rows anywhere on the page with a drag and drop interface.
  • Visually display important project data like percent complete and baseline start and finish dates
  • Refresh your timeline any time your Microsoft Excel schedule changes, without having to start over!

Get started today by downloading a free trial or attending one of our demonstration webinars.

15-Day
Free Trial