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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:

Microsoft Project Samples

Annual Audit Project Plan.mpp (Microsoft Project Plan)

Annual Audit Project Plan (Project).tat (OnePager Template for Microsoft Project)


Microsoft Project Instructions

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

  1. Download the sample files listed above. The Microsoft Project file contains 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 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 annual audit project plan its specific look.

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

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Smartsheet Samples

Annual Audit Project Plan (Smartsheet).xlsx (Excel for import into Smartsheet)

Annual Audit Project Plan (Smartsheet).tat (OnePager Template for Smartsheet)


Smartsheet Instructions

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

  1. Download the sample files above. The Excel file contains all of the key tasks and milestones, 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 + Solution Center, and then on the Import screen, 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 like the example at the top of this article.

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Excel Samples

Annual Audit Project Plan.xlsx (Excel Plan)

Annual Audit Project Plan (Excel).tat (OnePager Template for Excel)


Excel Instructions

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

  1. Download the sample files listed above. The Excel file contains 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 Excel. Save both files to your desktop.

  2. Open the Excel file.

  3. Once the Excel file 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 annual audit project plan its specific look.

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

15-Day
Free Trial