How Templates Work
Before selecting a template, it's important to understand how templates work. Specifically, templates contain settings that drive the initial look and feel of your chart. However, a template is just a starting point, and you can always adjust the settings of your chart after it has been created by going to Home > Chart Properties.
In addition, keep in mind that a template is only half of the equation when it comes to the look and feel of your chart. The other driving factor in how your OnePager chart looks is your project plan itself. If you create two charts using the same template but two very different project plans, you can expect two very different-looking charts, even though the template was the same.
Please keep this in mind when reviewing the examples below.
Example Templates
The following are some of the most popular OnePager templates, listed in alphabetical order. Each template shows what an example chart might look like, plus a description of what each template is designed to do. Click on any thumbnail to enlarge the examples.
Birds on a Wire
This template will create a chart in a birds on a wire layout, with milestones sitting on top of the parent task bar.
Key Features:
- Data Source: Single Project
- Layout: Timeline
- Swimlanes: Level 1 Summary Name (Microsoft Project, Smartsheet, or Primavera P6) / Parent Task (Excel)
- Color: Level 1 Summary Name (Microsoft Project, Smartsheet, or Primavera P6) / Parent Task (Excel)
- Data Display: Task Names
- Time Axis: Year, Quarter, Month
Deadline View
This template creates a chart with a focus on deadlines, and highlights deadlines in red if they have been missed.
Key Features:
- Data Source: Single Project
- Layout: Gantt
- Swimlanes: Level 1 Summary Name (Microsoft Project, Smartsheet, or Primavera P6) / Parent Task (Excel)
- Color: Level 1 Summary Name (Microsoft Project, Smartsheet, or Primavera P6) / Parent Task (Excel)
- Data Display: Task Names, Deadlines, Deadline Dates
- Time Axis: Quarter
Hourly View
This template will create a chart with detail tracked down to hours and minutes instead of day-by-day.
Key Features:
- Data Source: Single Project
- Layout: Gantt Chart
- Swimlanes: Level 1 Summary Name (Microsoft Project, Primavera P6) / Parent Task (Excel)
- Color: Single color
- Data Display: Task Names, Start Time, End Time
- Time Axis: Day, Hour
Multi-Project Gantt Chart - Detailed
This template creates a Gantt chart that pulls from more than one project file. Swimlanes are grouped by the project name, so that each project is in its own section of the report.
Key Features:
- Data Source: Multiple Projects
- Layout: Gantt Chart
- Swimlanes: Project Name
- Color: Project Name
- Data Display: Task Names, Percent Complete, Baselines, Critical Path
- Time Axis: Year, Quarter
Multi-Project Timeline
This template creates a chart that pulls from multiple project files. Swimlanes are grouped by the project name, and within a swimlane is a timeline for each phase of the project.
Key Features:
- Data Source: Multiple Projects
- Layout: Timeline
- Swimlanes: Project Name
- Timeline: Level 1 Summary Name (Microsoft Project, Smartsheet, or Primavera P6) / Parent Task (Excel)
- Color: Level 1 Summary Name (Microsoft Project, Smartsheet, or Primavera P6) / Parent Task (Excel)
- Data Display: Task Names
- Time Axis: Year, Quarter, Month
Multi-Resource Allocation View
This template creates a chart that performs special treatment for multiple resource assignments, creating copies of each task for each assigned resource. This is useful if you have tasks with more than one resource assigned and you need to have the same task to appear in multiple places--one for each resource assigned.
Key Features:
- Data Source: One or more projects
- Layout: Gantt Chart
- Swimlanes: Resource Names (Microsoft Project, Primavera P6), Assigned To (Smartsheet)
- Color: Resource Names (Microsoft Project, Primavera P6), Assigned To (Smartsheet)
- Data Display: Task Names, Percent Complete
- Time Axis: Year, Quarter, Month
Progress View
This template creates a chart that focuses on the progress (percent complete) of each task and milestone.
Key Features:
- Data Source: Single Project
- Layout: Gantt Chart
- Swimlanes: Level 1 Summary Name (Microsoft Project, Smartsheet, or Primavera P6) / Parent Task (Excel)
- Color: Completed work shown in black; Incomplete work shown in blue
- Data Display: Task Names, Percent Complete as progress bars, Percent Complete as text
- Time Axis: Year, Quarter, Month
Single Project Gantt View - Detailed
This is a basic Gantt chart, designed to report on a single project. This template is the most popular, and as a result, is the default template for all new OnePager installations.
Key Features:
- Data Source: Single Project
- Layout: Gantt
- Swimlanes: Level 1 Summary Name (Microsoft Project, Smartsheet, or Primavera P6) / Parent Task (Excel)
- Color: Resources
- Data Display: Task Names, Percent Complete, Baselines, and Critical Path
- Time Axis: Year, Quarter, Month
Single Project Milestone View
This template creates a chart where only the finish dates for each are shown, so it's ideal for tracking delivery milestones where the overall task duration is less important. Incomplete milestones are left hollow, while completed milestones are filled in a solid color.
Key Features:
- Data Source: Single Project
- Layout: Gantt
- Swimlanes: Level 1 Summary Name (Microsoft Project, Smartsheet, or Primavera P6) / Parent Task (Excel)
- Color: Resources
- Data Display: Milestone Names, Percent Complete (Filled/Unfilled), Baselines
- Time Axis: Year, Quarter, Month
Single Project Timeline
This template creates a chart with a series of timelines, with multiple tasks aligned left-to-right for each phase of the project.
Key Features:
- Data Source: Single Project
- Layout: Timeline
- Swimlanes: Level 1 Summary Name (Microsoft Project, Smartsheet, or Primavera P6) / Parent Task (Excel)
- Timeline: Level 1 Summary Name (Microsoft Project, Smartsheet, or Primavera P6) / Parent Task (Excel)
- Color: Level 1 Summary Name (Microsoft Project, Smartsheet, or Primavera P6) / Parent Task (Excel)
- Data Display: Task Names
- Time Axis: Year, Quarter, Month
Status (RAG) View
This template creates a red-amber-green status report.
Key Features:
- Data Source: Single Project
- Layout: Gantt
- Swimlanes: Level 1 Summary Name (Microsoft Project, Smartsheet, or Primavera P6) / Parent Task (Excel)
- Conditional Formatting: Colors and shapes automatically assigned based on status
- Data Display: Task Names, Percent Complete
- Time Axis: Year, Quarter, Month
Swimlanes with Multiple Levels
This template creates a chart with multiple swimlane levels, which is ideal for larger projects or programs.
Key Features:
- Data Source: Single Project
- Layout: Gantt
- Swimlanes: Level 1 Summary Name (Program), then Level 2 Summary Name (Project), then Level 3 Summary Name (Phase)
- Conditional Formatting: Colors automatically assigned based on status
- Data Display: Task Names, Percent Complete
- Time Axis: Year, Quarter, Month
Last Updated: April 25, 2022