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Use OnePager Pro to Create an Annual Audit Project Plan

This project plan, created in OnePager Pro, is based on a Microsoft Project plan. It shows a multi-phase schedule for an auditing firm's annual audit for one of its clients.

Project plan for a multi-phase annual audit.


Download Annual Audit Plan as PDF      Download Annual Audit Plan as Image


OnePager Pro Project Plan Features

The project plan features:

  • Automatic grouping of tasks into swimlane based on the phase of the audit.
  • Percent complete markers to indicate audit progress.
  • Comment boxes to call out important audit results and actions.
  • Vertical curtains to separate each phase of the audit project into a different-colored region.
  • Custom font and color selections to match a corporate branding standard.

This annual audit project schedule was created using OnePager Pro, a project presentation tool from Chronicle Graphics that uses data exported from Microsoft Project.

To learn more about OnePager, and see how it can help you plan your audits, get started today by downloading a free trial or attending one of our demonstration webinars.

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Sample Files

This annual audit project plan was built using the following files, which you can download in either Microsoft Project or Excel format if you'd like to create something similar:

For Microsoft Project users:

For Excel users:

Instructions

To build an annual audit project plan like the example above, follow these instructions:

  1. Download one set of the sample files listed above. The Microsoft Project and Excel files contain the audit project plan, 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 either Project or Excel. Save both files to your desktop.

  2. Open the Microsoft Project or Excel 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, making sure that you pick the template that matches the Microsoft Project or Excel plan that you downloaded. 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 annual audit project plan its specific look.

    Use a Custom OnePager Template

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

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