Difference between revisions of "Making Multi-Project Charts from MS Project Integrated Master Schedules for Version 7.0"
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3) Microsoft Project supports the management of '''multiple projects''' through the creation of a Microsoft Project '''Master Project''' or '''Integrated Master Schedule''' ('''IMS'''). | 3) Microsoft Project supports the management of '''multiple projects''' through the creation of a Microsoft Project '''Master Project''' or '''Integrated Master Schedule''' ('''IMS'''). | ||
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| + | ===Creating an IMS of Related Projects=== | ||
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. | 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. | ||
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| + | ===The OnePager Multi-Project Template=== | ||
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. | 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. | ||
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:d) You now have OnePager Pro ready to use the '''multi-project Template'''. | :d) You now have OnePager Pro ready to use the '''multi-project Template'''. | ||
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| + | ===Creating the Multi-Project Chart=== | ||
7) The actions required from this point are just like those described elsewhere (See: [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] 7.0.1-70) to create a new chart. | 7) The actions required from this point are just like those described elsewhere (See: [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] 7.0.1-70) to create a new chart. | ||
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8) In the example above, the chart is organized with swimlanes representing various projects at '''Level 4'''. Rows are used to represent '''Resource Names'''. | 8) In the example above, the chart is organized with swimlanes representing various projects at '''Level 4'''. Rows are used to represent '''Resource Names'''. | ||
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| + | ===Changing Task Bar Shape Representation=== | ||
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: | 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: | ||
Revision as of 21:32, 26 August 2019
Contents
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).
Creating an IMS of Related Projects
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.
The OnePager Multi-Project Template
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:
-02082017.png)
- c) Clicking the BROWSE option takes you to where OnePager stores your Templates as shown below:
-10072016.png)
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:
-10072016.png)
- d) You now have OnePager Pro ready to use the multi-project Template.
Creating the Multi-Project Chart
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:
-10072016.png)
8) In the example above, the chart is organized with swimlanes representing various projects at Level 4. Rows are used to represent Resource Names.
Changing Task Bar Shape Representation
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:
-10072016.png)
10) The chart below was produced by representing the project level tasks as task bar shapes and the remaining tasks as milestones:
-10072016.png)
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:
-10072016.png)
12) 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 7.13.1-70
REPLACING a Snapshot via Pull Operation - OnePager Pro 7.14.1-70
ADDING a Snapshot via Pull Operation - OnePager Pro 7.15.1-70
Creating a NEW Chart via Pull Operation - OnePager Express 7.13.2-70
REPLACING a Snapshot via Push Update - OnePager Express Desktop 7.14.2-70
ADDING a Snapshot via Pull Operation - OnePager Express 7.15.2-70
(8.1.1-70)
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