Making Multi-Project Charts from MS Project Integrated Master Schedules for Version 7.0

From OnePager Documentation
Jump to: navigation, search

Overview

1) One of OnePager's strength is its ability to create compact visual representations of multiple projects.

2) These can be several projects that belong to one program or they can be several projects and programs in an organization’s portfolio.

3) Microsoft Project supports the management of multiple projects through the creation of a Microsoft Project Master Project or Integrated Master Schedule (IMS).

Creating an IMS for Related Projects

1) To create an IMS from related projects, open Microsoft Project and go to the Insert Projects button to insert sub-projects into a Master Project. Save the Master Project with an appropriate Master Project file name for future reference.

2) These reference links to our Blog are useful:

The OnePager Multi-Project Template Properties Form

1) Creating a One Pager multi-project chart is a matter of opening the Microsoft Project Master Project and using a different OnePager Pro Template Properties form to import data and create a new chart.

2) To change to a different Templates, click the Template... button on the Microsoft Project Add-in ribbon tool bar to access the Template Properties form.

3) Then, click the File button as shown below:

P70-8 1 1-(1)-05122020.png

4) Clicking the BROWSE option accesses the Windows Open form where OnePager stores your Templates as shown below:

P70-8 1 1-(2)-05122020.png

5) The default OnePager Pro out-of-the-box Template Properties form is Single Project Gantt View – Detailed.

6) Instead, choose the Template Properties form named Multi-Project Gantt Chart - Detailed as shown above.

7) OnePager assumes that when the Multi-Project Gantt Chart - Detailed Template Properties form is in use, that you are using a Microsoft Project Master Project as the source plan.

8) Making this choice changes the Template Properties form to have the multi-project Template Properties form name in the title bar, as is shown below:

P70-8 1 1-(3)-05122020.png

9) You now have OnePager Pro ready to use the multi-project Template Properties form.

Creating the Multi-Project Chart

1) The actions required to create a new chart from this point are as described elsewhere depending on whether you are creating a NEW chart, UPDATING an existing chart, or OPENING an existing chart.

2) For more information on workflow options, please see the articles at: Basic Workflows (Portal)

Making the New Multi-Project Chart

3) Creating a NEW multi-project chart follows these steps:

a) Launch Microsoft Project with your multi-project source plan.
b) Launch OnePager Pro and select the NEW button.
c) OnePager uses the loaded Microsoft Project multi-project source plan under control of the Multi-Project Gantt Chart – Detailed Template Properties form to create your new chart as shown below:
P70-8 1 1-(4)-05122020.png

4) In the example above, the chart is organized with one swimlane level representing various projects at the Microsoft Project Level 4 name.

5) Rows are used to represent Resource Names as shown in the Text Column to the right of the swimlane level cells.

6) Colors are assigned randomly in a round-robin fashion based on Resource Names as well.

Changing Task Bar Shape Representation

7) We now can change the representation of some of the task bars from task bar shapes to milestone symbols by right-clicking them and clicking the As milestone at finish option as shown below:

P70-8 1 1-(5)-05122020.png

8) The chart below was produced by arbitrarily representing the longest project level task bars as rectangular shapes and the remaining task bars changed to milestone symbols:

P70-8 1 1-(6)-05122020.png

9) It is also possible to represent the task below the longest project level task bar as milestone symbols positioned at the start of the task period using the same technique used in the previous illustration as shown below:

P70-8 1 1-(7)-05122020.png

10) These charts can now be copied into Microsoft PowerPoint for delivery to your audience.

Related Links

How to Use Master MS Project Files and OnePager to Create Visuals of Separate MS Project Files

Making Multi-Project Graphs from Separate Microsoft project Plans

Creating a NEW Chart via Pull Operation - OnePager Pro

REPLACING a Snapshot via Pull Operation - OnePager Pro

ADDING a Snapshot via Pull Operation - OnePager Pro

Creating a NEW Chart via Pull Operation - OnePager Express

REPLACING a Snapshot via Push Update - OnePager Express Desktop

ADDING a Snapshot via Pull Operation - OnePager Express

(8.1.1-70)