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Consulting Engagement Schedule

This engagement schedule was built in OnePager Pro using data from Microsoft Project. It was put together by the consulting firm's engagement team to communicate the current status of a consulting project to the project sponsors at the client.

Project schedule used as a part of a status review for an ongoing consulting engagement.


Download Consulting Engagement Schedule as PDF      Download Consulting Engagement Schedule as Image


Consulting Engagement Schedule Features

The schedule features:

  • Baseline markers that help the consulting firm show the client which tasks are ahead of schedule and which are behind.
  • Arrows that show the client the relationship between certain key events during the engagement.
  • Timeline cursor that indicates the schedule is current as of a certain date. The consulting firm can automatically create weekly snapshots of the project schedule to show how the engagement timeline changes from week to week.
  • Automatic grouping of project tasks and milestones into swimlanes that correspond to specific phases of the engagement.
  • Color-coding of project tasks based on the consulting resources responsible for delivering them.

This consulting engagement schedule schedule was drawn using OnePager Pro, project presentation software from Chronicle Graphics that interfaces with Microsoft Project.

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

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Sample Files

This consulting engagement schedule was built using the following files, available in both Microsoft Project and Excel formats, which you can download if you'd like to create something similar:

Microsoft Project Samples

Engagement Schedule.mpp (Microsoft Project Plan)

Engagement Schedule (Project).tat (OnePager Template for Microsoft Project)


Microsoft Project Instructions

To build a consulting engagement schedule like the example above, follow these instructions:

  1. Download one set of sample files from above. The Microsoft Project contains the actual engagement schedule, and the matching OnePager template files have all of the settings that will format the chart like the example above. Save both the project plan and the template file to your desktop.

  2. Open the Microsoft Project file.

  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. 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 engagement schedule 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 may notice that there are more dependencies in the project plan than are actually showing in the OnePager Gantt chart. This is because we've set up a dependency filter rule to only show the most important relationships. To change which dependencies are shown, go to Home > Chart Properties > Task Links. You can either choose to show all dependencies, or click on Manage Rules to adjust the filter:

    Filtered dependencies

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Smartsheet Samples

Engagement Schedule (Smartsheet).xlsx (Excel for import into Smartsheet)

Engagement Schedule.tat (OnePager Template for Smartsheet)


Smartsheet Instructions

To build a consulting engagement schedule like the example above, follow these instructions:

  1. Download the sample files above. The Excel file contains all of the key 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. 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.

  8. 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.

  9. You may notice that there are more dependencies in the project plan than are actually showing in the OnePager Gantt chart. This is because we've set up a dependency filter rule to only show the most important relationships. To change which dependencies are shown, go to Home > Chart Properties > Task Links. You can either choose to show all dependencies, or click on Manage Rules to adjust the filter:

    Filtered dependencies

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Free Trial

Excel Samples

Engagement Schedule.xlsx (Excel Plan)

Engagement Schedule (Excel).tat (OnePager Template for Excel)


Excel Instructions

To build a consulting engagement schedule like the example above, follow these instructions:

  1. Download one set of sample files from above. The Excel file contains the actual engagement schedule, and the matching OnePager template files have all of the settings that will format the chart like the example above. Save both the project plan and the template file to your desktop.

  2. Open the Excel file.

  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. With the Excel 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 engagement schedule 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 may notice that there are more dependencies in the project plan than are actually showing in the OnePager Gantt chart. This is because we've set up a dependency filter rule to only show the most important relationships. To change which dependencies are shown, go to Home > Chart Properties > Task Links. You can either choose to show all dependencies, or click on Manage Rules to adjust the filter:

    Filtered dependencies

15-Day
Free Trial