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Creating a new OnePager Pro project view from Microsoft Project

In OnePager Pro, a report from Microsoft Project is called a Project View. You can learn how to create one by following these instructions, or by watching one of our tutorial videos.

  1. Open your Microsoft Project plan.
  2. Insert a flag column (e.g. "Flag 20") and put a "Yes" next to any tasks or milestones you want to include:
    image
    We recommend selecting between 20-30 tasks and milestones to begin with. However, there is no limitation; you can include as many or as few tasks/milestones as you'd like.
  3. Go to Project's Add-ins tab and click the OnePager Pro button.
  4. When the start screen pops up, choose the NEW option:
    image
  5. An import wizard will appear. Give your new project view a name, and pick your task selection filter (e.g. "Flag 20") from the dropdown.
    image
    You will also want to choose a snapshot (status) date. The same project view can be updated over and over again as your Microsoft Project data changes, simply by creating different snapshots at different dates.
  6. Click the Create new project view button. OnePager Pro will import your selected tasks/milestones from Project and create a chart for you in seconds:
    image
  7. To share your view, go to Home->Copy Graph, as shown below. You can then paste your project view into PowerPoint, e-mail, or any other application:
    image

This is just the beginning. Here is a list of other things you can do in OnePager:

  • Group and sort your project plan into swimlanes by phase, sub-project, resource, etc.
  • Use conditional formatting to automatically define shapes, colors and more based on your project data
  • Add comments, callouts, and other annotations to help your audience understand your project
  • Make as many edits as you want, save them, and have them reappear even as your project data changes
  • Make a change in Microsoft Project, and create a new snapshot of your project. Old snapshots are retained for tracking purposes

For more tips and tricks, watch our tutorial videos.