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Construction Project Portfolio

This Construction Project Portfolio, created in OnePager Express using a set of schedules from Primavera P6, gives you a phase-level overview of several concurrent construction projects being delivered for a school district.

Construction Project Portfolio


Download Construction Project Portfolio as PDF      Download Construction Project Portfolio as Image


Construction Project Portfolio Features

The Construction Project Portfolio features:

  • Major phases and key milestones for each project lined up left-to-right in a row to show the sequence of high-level construction activities.
  • Assignment of a standard color to each phase, with a legend in the lower-right for concise and consistent readability.
  • Grouping of projects into a swimlane for each project manager, making it easy to see who is managing what.
  • Text columns that provide details on each project site, designer or architect, and general contractor.
  • Stretching of the current quarter to zoom in on near-term activities, making them the focus of planning discussions.

This Construction Project Portfolio was created using OnePager Express, a project portfolio reporting application that uses data imported from any data source, including Primavera P6 and Excel.

To learn more about OnePager, and see how it can help you track the delivery of multiple projects across different sites and PMs, get started today by downloading a free trial.

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Sample Files

This construction project portfolio was built using the following files, which you can download if you'd like to create something similar:

Primavera P6 Samples

Construction Project Portfolio.xml (Primavera P6 Plan)

Construction - Project Portfolio (Primavera).tat (OnePager Template)


Primavera P6 Instructions

To build a construction 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 project portfolio its specific look.

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

  7. If you'd like to modify our example Primavera P6 project, you can import the XML file into your own Primavera P6 environment by going to File > Import and choosing the Primavera P6 - (XML) option.

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Microsoft Project Samples

Construction Project Portfolio.mpp (Microsoft Project Plan)

Construction - Project Portfolio (Project).tat (OnePager Template)


Microsoft Project Instructions

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

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

  2. Open the Microsoft Project file.

  3. Once Microsoft Project is open, go to Add-Ins and click the OnePager Pro button.

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

  5. With the Microsoft Project 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 project portfolio its specific look.

  6. With the Project file ready and the custom OnePager template selected, click on Create New Chart to build your construction project portfolio. It should look similar to the example at the top of this article.
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Excel Samples

Construction Project Portfolio.xlsx (Excel project plan)

Transit Expansion Program (Excel).tat (OnePager Template for Excel)


Excel Instructions

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

  1. Download the sample files above. The Excel file contains all of the project tasks and milestones, while the OnePager template will help define the layout of the portfolio timeline itself. Save both files to your desktop.

  2. Open the Excel file, go to Excel's Add-Ins tab, and click the OnePager button.

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

  4. 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 construction portfolio look the way that it does.

  5. 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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