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Use OnePager to Make a Launch Program Project Portfolio

This project portfolio, created in OnePager using information from Microsoft Project or Smartsheet, illustrates a defense contractor's portfolio of aerospace projects related to its launch support and on orbit support programs. This portfolio view helps executives at the defense contractor understand resource allocation for all of its ongoing projects in the program.

Portfolio schedule for an aerospace and defense program.


Download Launch Program Portfolio as PDF      Download Launch Program Portfolio as Image


OnePager Portfolio Features

The project portfolio features:

  • Stretch of one quarter on the time axis to zoom in on near-term deliverables with greater detail
  • Color-coding and grouping to show resource allocation by project
  • Percent complete bars to indicate each project's progress
  • Baseline markers that compare the original program schedule to the current delivery estimates
  • Comment boxes that call out important changes to the program schedule
  • Two symbol columns on the right-hand side of the chart: Harvey Balls to display progress, and a second column that contains a separate symbol for the status of each activity.

This program schedule was created using OnePager, project timeline and portfolio reporting software that imports schedule information from Smartsheet or Microsoft Project.

To learn more about how OnePager can help you manage and present your project portfolio, get started today by downloading a free trial.

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Sample Files

This Launch Program Project Portfolio was built using the following files, which you can download in Microsoft Project, Smartsheet, Primavera P6, or Excel format if you'd like to create something similar:

Microsoft Project Samples

Launch Program Portfolio.mpp (Microsoft Project Plan)

Launch Project Portfolio (Project).tat (OnePager Template for Microsoft Project)


Microsoft Project Instructions

To build a launch program project portfolio like the example above, follow these instructions:

  1. Download the sample files listed above. The Microsoft Project file contains the milestones themselves, and the matching OnePager template file has most of the settings that drive the look and feel of the Gantt chart based on the data from Microsoft Project. Save both files to your desktop.

  2. Open the Microsoft Project plan.

  3. Once the project plan is open, go to Add-Ins and click the OnePager button.

  4. When the start screen appears, click NEW to build a new chart.

  5. Change OnePager's default template to the one downloaded above. To do this, click on Change, and then BROWSE FILES to the OnePager template (*.tat) file. This OnePager template contains most of the data-driven formatting (colors, layout, etc.) that give this Launch Program Project Portfolio its specific look.

  6. With the template loaded, click on Create New Chart to build your chart. It should closely match the example at the top of this article.

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Smartsheet Samples

Launch Program Portfolio (Smartsheet).xlsx (Excel for import into Smartsheet)

Launch Program Portfolio (Smartsheet).tat (OnePager Template for Smartsheet)


Smartsheet Instructions

To build a Launch Program Portfolio like the example above, follow these instructions:

  1. Download the sample files above. The Excel file contains all of the activities, and will be imported into your Smartsheet account, while the OnePager template will help define the layout of the timeline itself. Save both files to your desktop.

  2. To import the Excel file into Smartsheet, first log into your Smartsheet account.

  3. In Smartsheet, click on + Start a New Project, and then from the Import tile, choose Microsoft Excel:

    Import from Excel into Smartsheet

  4. Point Smartsheet to the Excel file that you downloaded above and press Continue. On the Import Settings, review the name of your sheet, and then click Import::

    Finish importing from Excel into Smartsheet

  5. Now that the sample project has been imported into your Smartsheet account, go to your desktop, and click the OnePager button.

  6. On the OnePager start screen, click NEW to build a new timeline.

  7. Go to Select > BROWSE Smartsheet, log into your Smartsheet account, and then point OnePager to the example project.

  8. We need to change OnePager's default template to the one downloaded above. To do this, click on Change, and then BROWSE FILES to the OnePager template (*.tat) file. This OnePager template contains all of the data-driven formatting (styles, layout, etc.) that make the timeline look the way that it does.

  9. Once the custom OnePager template is selected, click on Create New Chart to build your timeline. It should look similar to the example at the top of this article.

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Primavera P6 Samples

Launch Program Portfolio.xer (Primavera P6 Plan)

Launch Program Portfolio (Primavera).tat (OnePager Template for Primavera P6)


Primavera P6 Instructions

To build an Launch Program Project Portfolio like the example above, follow these instructions:

  1. Download the sample files listed above. There is one Primavera P6 file and one OnePager template file. Save both files to your desktop or to your downloads folder.

  2. Click the OnePager icon on your desktop.

  3. When the start screen appears, click NEW to build a new chart.

  4. Go to Select > BROWSE Primavera P6 Files, and then point OnePager to the Primavera P6 XML file that you downloaded from above.

  5. With the Primavera P6 file ready for import, we need to change OnePager's default template to the one downloaded above. To do this, click on Change, and then BROWSE FILES to the OnePager template (*.tat) file. This OnePager template contains all of the data-driven formatting (colors, layout, etc.) that give this Launch Program Project Portfolio its specific look.

  6. With the template loaded, click on Create New Chart to build your chart. It should closely match the example at the top of this article.

  7. You can fine-tune the position of task and milestone labels by selecting the task or milestone and then using the text positioning controls on the Home tab of OnePager. Dependency lines can also be repositioned using your mouse if a line crosses a task in a way that makes it look too busy.

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Excel Samples

Launch Program Portfolio.xlsx (Excel Plan)

Launch Program Portfolio (Excel).tat (OnePager Template for Excel)


Excel Instructions

To build a launch program project portfolio like the example above, follow these instructions:

  1. Download the sample files above. The Excel file contains all of the different milestones, while the OnePager template will help define the layout of the Gantt chart itself. Save both files to your desktop.

  2. Open the Excel file, and click the OnePager button.

  3. On the OnePager start screen, click NEW to build a new timeline.

  4. Go to Select > BROWSE Excel, and then point OnePager to the example project.

  5. We need to change OnePager's default template to the one downloaded above. To do this, click on Change, and then BROWSE FILES to the OnePager template (*.tat) file. This OnePager template contains all of the data-driven formatting (styles, layout, etc.) that make the timeline look the way that it does.

  6. Once the custom OnePager template is selected, click on Create New Chart to build your timeline. It should look similar to the example at the top of this article.

15-Day
Free Trial