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Process Improvement Project Schedule Developed with OnePager

This project schedule, developed in OnePager, uses data imported from a Microsoft Project or Smartsheet plan. It shows a high-level summary of the overall project schedule, and also includes a more detailed view of the research phase of the engagement.

Project schedule for a process improvement consulting engagement.


Download Process Improvement Schedule as PDF      Download Process Improvement Schedule as Image


OnePager Schedule Features

The schedule features:

  • Filtering of the Microsoft Project or Smartsheet schedule to only show high-level summaries of most project phases, while allowing a drill-down detailed view of the research phase of the project.
  • Positioning of multiple Gantt bars in the same row to save on vertical space in the project schedule.
  • Taller bars represent summary tasks, while shorter bars represent detail tasks
  • Dynamic color coding of each task based on the project phase it belongs to in Microsoft Project or Smartsheet.
  • Time cursor that indicates the current status date of the project schedule. The consulting firm can quickly and easily create monthly snapshots of its project schedule to show how deliverables shift from month to month.
  • Percent complete markers indicate project status based on the information already residing in Microsoft Project or Smartsheet.

This process improvement project schedule was presented using OnePager, a Gantt chart tool from that uses data import from Microsoft Project or Smartsheet.

To learn more about OnePager, and see how it can help you plan your projects, get started today by downloading a free trial.

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Sample Files

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

Microsoft Project Samples

Process Improvement Project Schedule.mpp (Microsoft Project Plan)

Process Improvement Project Schedule (Project).tat (OnePager Template)


Microsoft Project Instructions

To build a process improvement schedule 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 schedule its specific look.

  6. With the Project file ready and the custom OnePager template selected, 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

Process Improvement Project Schedule (Smartsheet).xlsx (Excel for import into Smartsheet)

Process Improvement Project Schedule (Smartsheet).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. 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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