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Filtering Your Project Plan in OnePager

One of the advantages of OnePager is that you can decide how much information you want to include in your timeline or Gantt chart. Even if your project plan is really large and complex, you can create a clear and focused OnePager report very easily.

There are multiple ways to filter your project before importing it into OnePager, depending on where you are importing from. Click on a link below to explore each option in more detail:

Select Everything

If you have a relatively small project plan, you can tell OnePager to select all tasks and milestones. This will ensure that every single line from your project plan--including summary tasks--will be included in your OnePager report.

We recommend selecting everything if your project plan is 20 tasks or fewer. If you have more than 20 tasks, you'll be better served by being a bit more selective in your filtering.

Microsoft Project Flags and Yes/No Fields

An easy way to select specific tasks and milestones for your OnePager report is to use a yes/no (boolean) field to hand-pick the items that should be included.

With OnePager Pro for Microsoft Project, here are some of the most common fields that people use for a simple yes/no selection:

  • Flag 1-20 (yes/no)
  • Any enterprise custom flag field from Project Server or Project Online
  • Number 1-20 (1/0)
  • Milestone (yes/no)
  • Critical (yes/no)
  • Summary (yes/no)

You can set these yes/no values by hand, or you can use a Microsoft Project formula to set your flags to yes and no automatically.

Smartsheet Checkbox Fields

Smartsheet offers a special type of field that contains a checkbox which can be turned on or off. We recommend creating a checkbox field in your Smartsheet plan named OnePager so that it's clear what it's for. However, there are no real restrictions on the names of checkbox fields in Smartsheet, so you could create several checkbox fields in a single Smartsheet project to create different filters for different OnePager charts.

To add a checkbox field to Smartsheet, right-click in your chart and choose the Insert Column Left option. Choose Checkbox as the Column Type:

Once the checkbox field has been added to your Smartsheet project, simply check the boxes next to any tasks that you want to import into OnePager.

Primavera P6 User-Defined Fields

While Primavera P6 does not support flag or checkbox fields like other project management applications, it's easy to create a text field that works the same way. We usually recommend creating a user-defined field and calling it OnePager. Populate that field with "Y" or "Yes" values for any activities that you wish to include in your OnePager chart.

In addition to user-defined fields, OnePager also supports the following types of filters when importing data from Primavera P6:

  • Activities (Non-Summary): This will import all activities from your P6 plan.
  • WBS Items (Summary): This will import all WBS Objects from your P6 plan and treat them as summary tasks. Traditionally, WBS Objects in P6 are not considered activities, but OnePager supports the ability to create summary tasks based on WBS objects.

Planisware Custom Attributes

Planisware Enterprise supports custom attributes that can be used to filter activities prior to import into OnePager. We recommend using the Boolean attribute called Send to OnePager? and then checking the box next to any activities that you would like to include.

If this attribute doesn't already exist in your Planisware environment, please ask your administrator to create it for you.

Wrike Checkbox Fields

Wrike supports custom checkbox fields that can be used to easily select or de-select tasks for import into OnePager.

To add a checkbox field to Wrike, right-click in your chart and choose the Insert Column Left option. Search the list of existing custom fields to see if one called OnePager already exists in your account. If not, you can create it:

Once the checkbox field has been added to your Wrike project, simply check the boxes next to any tasks that you want to import into OnePager.

Asana Single-Select Fields

Asana supports custom single-select fields where you can set up values of Yes or No to clearly indicate which tasks should appear in OnePager.

To add a single-select field to Asana, go to the List view of your project and click on the Show Fields button. You can check to see if there is already a OnePager field available to you. If not, click on the Manage Custom Fields option at the bottom of a field list and then click on Add Custom Field.

Here, we'll create a custom field called OnePager, and give it a Field Type of Single-select. Set up values of Yes or No, like this:

Once the single-select field has been added to your Asana project, you can put a "Yes" next to any tasks that you'd like to include in OnePager.

Excel Yes/No Fields

With OnePager Express for Excel, any field can be used for filtering as long as it has a clear yes/no indicator. For example:

  • Yes/No
  • Y/N
  • True/False
  • T/F
  • 1/0

Project for the Web Manual Task Selection

While Project for the web (P4W) supports custom fields that could be used to filter tasks, these custom fields are currently not available to OnePager or any other partner application. We suggest that you vote on our request to Microsoft to make these fields available.

In the meantime, the workaround is to select your desired tasks in OnePager itself. When you import a project from Project for the web, OnePager will present you with a listing of all of the tasks in your P4W project. Check the box next to any tasks that you would like to import into OnePager, and once you are finished selecting tasks, click OK:

Custom Filters

The most powerful way to filter your project plan is to set up a set of rules that look at your data and automatically include or exclude tasks based on whether they meet certain criteria.

Using OnePager's custom import filters, you can look at one or several fields from your project plan:

Filter your Microsoft Project plan

Custom import filters can be configured so that tasks are only imported when ALL rules are true (i.e. "AND" logic) or when ANY ONE rule is true (i.e. "OR" logic). Many fields from Smartsheet, Planisware, Excel, or Project--including enterprise custom fields from Project Server and Project Online and user-defined fields from Primavera P6--can be used to filter your project plan in OnePager.

Here are some example custom filters:

  • Status = Late
  • Text30 contains abc
  • %Complete < 100
  • Resource Names = John
  • Finish Date < 1/1/2018
  • Cost > 500000

Last Updated: February 5, 2024