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Clinical Milestone Tracker

This milestone chart, created in OnePager Express for Excel, is based on key activities for a clinical trial that were exported from Planisware PPM.

Planisware PPM milestones for a clinical trial are easily displayed in a OnePager Gantt chart.


Download Clinical Milestone Tracker as PDF      Download Clinical Milestone Tracker as Image


OnePager Express Milestone Chart

This milestone chart features:

  • Phase gate milestones in their own swimlane at the top of the chart.
  • Assignment of unique colors to each clinical phase, with FDA and EMA approvals displayed as flags.
  • Display of predecessor and successor information to illustrate the relationship of different phases of the clinical trials.
  • Import of a clinical trial schedule from Planisware PPM, via Excel.
  • Swimlanes for each clinical phase.

This clinical milestone tracker was created in OnePager Express, timeline software for Excel, using data exported from Planisware PPM.

To learn more about how OnePager can help you keep track of your clinical trials, get started today by downloading a free trial.

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Sample Files

This clinical milestone tracker 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

Clinical Milestone Tracker.mpp (Microsoft Project Plan)

Clinical Milestone Tracker (Project).tat (OnePager Template for Microsoft Project)


Microsoft Project Instructions

To build a clinical milestone tracker like the example above, follow these instructions:

  1. Download the sample files listed above. The Microsoft Project file contains the milestones themselves, 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 clinical milestone tracker 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. If you want to align the phase gate milestones in the top swimlane differently, you can drag them up and down with your mouse to achieve the desired layout.

  8. You can fine-tune the position of task and milestone labels by selecting the task or milestone and then using the text positioning controls on the Home tab of OnePager. Dependency lines can also be repositioned using your mouse if a line crosses a task in a way that makes it look too busy.

15-Day
Free Trial

Smartsheet Samples

Clinical Milestone Tracker (Smartsheet).xlsx (Excel for import into Smartsheet)

Clinical Milestone Tracker (Smartsheet).tat (OnePager Template for Smartsheet)


Smartsheet Instructions

To build a clinical milestone tracker like the example above, follow these instructions:

  1. Download the sample files above. The Excel file contains all of the different clinical 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 like the example at the top of this article.

15-Day
Free Trial

Excel Samples

Clinical Milestone Tracker.xlsx (Excel Plan)

Clinical Milestone Tracker (Excel).tat (OnePager Template for Excel)


Excel Instructions

To build a clinical milestone tracker like the example above, follow these instructions:

  1. Download the sample files listed above. The Excel file contains the milestones themselves, 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 plan.

  3. Once Excel 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 clinical milestone tracker 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. If you want to align the phase gate milestones in the top swimlane differently, you can drag them up and down with your mouse to achieve the desired layout.

  8. You can fine-tune the position of task and milestone labels by selecting the task or milestone and then using the text positioning controls on the Home tab of OnePager. Dependency lines can also be repositioned using your mouse if a line crosses a task in a way that makes it look too busy.

15-Day
Free Trial