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Clinical Trial Portfolio Timeline

This portfolio view, created in OnePager shows all of a pharmaceutical company's ongoing drug trials with the FDA, and presents them in a format that is easy for executives and investors to understand at a high level.

Portfolio of a pharmaceutical company's current drug development projects in various phases of clinical trials with the FDA.


Download Clinical Trial Portfolio as PDF      Download Clinical Trial Portfolio as Image


OnePager Pro Portfolio Features

This timeline features:

  • Automatic color-coding of each FDA trial phase
  • Time cursor to indicate the current status of the drug portfolio
  • Multi-year timeline that is ideal for long-range planning
  • Easy grouping of project data by National Drug Code (NDC) for better understanding
  • Ability to track progress across multiple projects, regardless of whether they are all in one project plan, or several separate projects across a portfolio.

This portfolio of clinical trials was built in OnePager Pro, project timeline software that imports dates and milestones directly from Microsoft Project or Project Server/Online. It can also be built in OnePager Bundle using data from either Planisware Enterprise or Smartsheet.

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

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Sample Files

This clinical trial portfolio timeline was created using the following files, which can be used to create something similar for your own team. Download the examples that work with your favorite project management tool:

Microsoft Project Samples

Clinical Trial Portfolio.mpp (Microsoft Project Schedule)

Clinical Trial Portfolio (Project).tat (OnePager Template for Microsoft Project)


Microsoft Project Instructions

To build a clinical trial portfolio like the example above, follow these instructions:

  1. Download the sample files above. There is a Microsoft Project file that all of the key milestones, plus a OnePager template that will help define the layout of the timeline itself. Save both files to your desktop.

  2. Open the Microsoft Project file.

  3. Once Microsoft Project is open, go to Add-Ins and click the OnePager Pro button.

  4. On the OnePager start screen, click NEW to build a new timeline.

  5. 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.

  6. Once the custom OnePager template is selected, click on Create New Chart to build your timeline. It should look exactly like the example at the top of this article.

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Free Trial

Smartsheet Samples

Clinical Trial Portfolio for Smartsheet.xlsx (Excel for import into Smartsheet)

Clinical Trial Portfolio for Smartsheet.tat (OnePager Template for Smartsheet)


Smartsheet Instructions

To build a clinical trial portfolio 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 like the example at the top of this article.

15-Day
Free Trial

Excel Samples

Clinical Trial Portfolio.xlsx (Excel Schedule)

Clinical Trial Portfolio (Excel).tat (OnePager Template for Excel)


Excel Instructions

To build a clinical trial portfolio like the example above, follow these instructions:

  1. Download the sample files above. The Excel file contains all of the key milestones, while the OnePager template will help define the layout of the timeline itself. Save both files to your desktop.

  2. Open the Excel file.

  3. Once Excel open, go to Add-Ins and click the OnePager Express button.

  4. On the OnePager start screen, click NEW to build a new timeline.

  5. 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.

  6. Once the custom OnePager template is selected, click on Create New Chart to build your timeline. It should look exactly like the example at the top of this article.

15-Day
Free Trial

Planisware Enterprise Samples

Clinical Trial Portfolio.xml (XML for import into Planisware Enterprise)

Clinical Trial Portfolio (Planisware).tat (OnePager Template for Planisware Enterprise)


Planisware Enterprise Instructions

To build a clinical trial portfolio timeline like the example above, follow these instructions:

  1. Download the sample files above. The XML file contains all of the different clinical phases for each project, and will be imported into your Planisware account, while the OnePager template will help define the layout of the timeline itself. Save both files to your desktop.

  2. To import the XML file, log into your Planisware account, and create a new project.

  3. In Planisware, locate the menu on the right-hand side of the screen, and then click on the Import button:

    Import from Project XML into Planisware

  4. Click the Search for... button and browse to the XML file that you downloaded. For the Format, be sure to specify MSP (xml), and then click Import::

    Finish importing from Project XML into Planisware

  5. Now that the sample project has been imported into your Planisware 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 Planisware Enterprise, log into your Planisware 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.

15-Day
Free Trial