Difference between revisions of "Making Multi-Project Charts from MS Project Integrated Master Schedules for Version 7.0"

Revision as of 21:27, 26 August 2019

Overview

1) One of OnePager's strengths 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).

4) To create an IMS of 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.

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

a) To change Templates click the Template... button on the Microsoft Project tool bar to access the Template Properties form.

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

c) Clicking the BROWSE option takes you to where OnePager stores your Templates as shown below:

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

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

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

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

d) You now have OnePager Pro ready to use the multi-project Template.

7) The actions required from this point are just like those described elsewhere (See: Basic Workflows (Portal) 7.0.1-70) to create a new chart.

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 to create your new chart as shown below:

8) In the example above, the chart is organized with swimlanes representing various projects at Level 4. Rows are used to represent Resource Names.

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

<centerFile:P70-8 1 1-70-(5)-08272019.png</center>

10) The chart below was produced by representing the project level tasks as task bar shapes and the remaining tasks as milestones:

11) It is also possible to represent the tasks below the project level as milestone symbols positioned at the start of the task period as shown below:

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

(8.1.1-70)