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.
- Open your Microsoft Project plan.
- Insert a flag column (e.g. "Flag 20") and put a "Yes" next to any tasks or milestones you want to include:
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.
- Go to Project's Add-ins tab and click the OnePager Pro button.
- When the start screen pops up, choose the NEW option:
- 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.
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.
- 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:
- To share your view, go to Home->Copy, as shown below. You can then paste your project view into PowerPoint, e-mail, or any other application:
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.