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===
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==Creating an IMS for Related Projects==
  
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4) 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.
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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.
  
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5) These reference links to our '''Blog''' are useful:
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2) These reference links to our '''Blog''' are useful:
  
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:a) [https://www.onepager.com/community/blog/how-to-use-ms-project-and-onepager-to-make-visuals-of-multiple-project-files How to Use Master MS Project Files and OnePager to Create Visuals of Separate MS Project Files]
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:* [https://www.onepager.com/community/blog/how-to-use-ms-project-and-onepager-to-make-visuals-of-multiple-project-files How to Use Master MS Project Files and OnePager to Create Visuals of Separate MS Project Files]
  
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:b) [https://www.onepager.com/community/blog/making-multi-project-graphs-from-separate-microsoft-project-plans/ Making Multi-Project Graphs from Separate Microsoft project Plans]
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:* [https://www.onepager.com/community/blog/making-multi-project-graphs-from-separate-microsoft-project-plans/ Making Multi-Project Graphs from Separate Microsoft project Plans]
  
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===The OnePager Multi-Project Template===
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==The OnePager Multi-Project Template Properties Form==
  
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6) 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.  
+
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.  
  
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:a) To change '''Templates''', click the '''Template...''' button on the Microsoft Project '''Add-in''' tool bar to access the '''Template Properties''' form.   
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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.   
  
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:b) Then, click the '''File''' button as shown below:
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3) Then, click the '''File''' button as shown below:
  
−
<center>[[File:P70-8_1_1-70-(1)-08272019.png]]</center>
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<center>[[File:P70-8_1_1-(1)-05122020.png]]</center>
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<center>P70-8_1_1-70-(1)-08272019.png</center>
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<!--<center>P70-8_1_1-(1)-05122020.png</center>-->
  
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:c) Clicking the '''BROWSE''' option takes you to where OnePager stores your '''Templates''' as shown below:
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4) Clicking the '''BROWSE''' option accesses the Windows '''Open''' form where OnePager stores your '''Templates''' as shown below:
  
−
<center>[[File:P70-8_1_1-70-(2)-08272019.png]]</center>
+
<center>[[File:P70-8_1_1-(2)-05122020.png]]</center>
−
<center>P70-8_1_1-70-(2)-08272019.png</center>
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<!--<center>P70-8_1_1-(2)-05122020.png</center>-->
  
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7) The default OnePager Pro out-of-the-box '''Template''' is '''Single Project Gantt View – Detailed'''.  
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5) The default OnePager Pro out-of-the-box '''Template Properties''' form is '''Single Project Gantt View – Detailed'''.  
  
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:a) Instead, choose the '''Template''' named '''Multi-Project Gantt Chart - Detailed''' as shown above.  
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6) Instead, choose the '''Template Properties''' form named '''Multi-Project Gantt Chart - Detailed''' as shown above.  
  
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: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'''.
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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'''.
  
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:c) Making this choice changes the '''Template Properties''' form to have the multi-project '''Template''' name in the title bar, as is shown below:
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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:
  
−
<center>[[File:P70-8_1_1-70-(3)-08272019.png]]</center>
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<center>[[File:P70-8_1_1-(3)-05122020.png]]</center>
−
<center>P70-8_1_1-70-(3)-08272019.png</center>
+
<!--<center>P70-8_1_1-(3)-05122020.png</center>-->
  
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:d) You now have OnePager Pro ready to use the '''multi-project Template'''.
+
9) You now have OnePager Pro ready to use the '''multi-project Template Properties''' form.
  
−
===Creating the Multi-Project Chart===
+
==Creating the Multi-Project Chart==
  
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7) 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.  Please see the articles in this section of the Wiki for details on '''workflow options''':  [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] 7.0.1-70
+
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.   
  
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8) Creating a '''NEW multi-project''' chart follows these steps
+
2) For more information on '''workflow options''', please see the articles at:  [[Basic Workflows for Version 7.0 (Portal) | Basic Workflows (Portal)]] <!--7.0.1-70-->
 +
 
 +
===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'''.
 
:a) Launch Microsoft Project with your '''multi-project source plan'''.
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:b) Launch OnePager Pro and select the '''NEW''' button.
 
:b) Launch OnePager Pro and select the '''NEW''' button.
  
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: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:
+
: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:
  
−
<center>[[File:P70-8_1_1-70-(4)-08272019.png]]</center>
+
<center>[[File:P70-8_1_1-(4)-05122020.png]]</center>
−
<center>P70-8_1_1-70-(4)-08272019.png</center>
+
<!--<center>P70-8_1_1-(4)-05122020.png</center>-->
  
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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'''.  '''Colors''' are assigned randomly in a '''round -robin'' fashion based on '''Resource Names''' as well.
+
4) In the example above, the chart is organized with one '''swimlane level''' representing various projects at the Microsoft Project '''Level 4 name'''.  
  
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===Changing Task Bar Shape Representation===
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5) '''Rows''' are used to represent '''Resource Names''' as shown in the '''Text Column''' to the right of the '''swimlane level cells'''.
  
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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:
+
6) '''Colors''' are assigned randomly in a '''round-robin''' fashion based on '''Resource Names''' as well.
  
−
<center>[[File:P70-8_1_1-70-(5)-08272019.png]]</center>
+
===Changing Task Bar Shape Representation===
−
<center>P70-8_1_1-70-(5)-08272019.png</center>
+
  
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10) The chart below was produced by representing the project level tasks as task bar shapes and the remaining tasks as milestones:
+
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:
  
−
<center>[[File:P70-8_1_1-70-(6)-08272019.png]]</center>
+
<center>[[File:P70-8_1_1-(5)-05122020.png]]</center>
−
<center>P70-8_1_1-70-(6)-08272019.png</center>
+
<!--<center>P70-8_1_1-(5)-05122020.png</center>-->
  
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<center>[[File:P60-8_1_1-60-(6)-10072016.png]]</center>
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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:
  
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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:
+
<center>[[File:P70-8_1_1-(6)-05122020.png]]</center>
 +
<!--<center>P70-8_1_1-(6)-05122020.png</center>-->
  
−
<center>[[File:P70-8_1_1-70-(7)-08272019.png]]</center>
+
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:
−
<center>P70-8_1_1-70-(7)-08272019.png</center>
+
  
−
<center>[[File:P60-8_1_1-60-(7)-10072016.png]]</center>
+
<center>[[File:P70-8_1_1-(7)-05122020.png]]</center>
 +
<!--<center>P70-8_1_1-(7)-05122020.png</center>-->
  
−
12) These charts can now be '''copied''' into Microsoft PowerPoint for delivery to your audience.
+
10) These charts can now be '''copied''' into Microsoft PowerPoint for delivery to your audience.
  
 
==Related Links==
 
==Related Links==
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[https://www.onepager.com/community/blog/making-multi-project-graphs-from-separate-microsoft-project-plans/ Making Multi-Project Graphs from Separate Microsoft project Plans]
 
[https://www.onepager.com/community/blog/making-multi-project-graphs-from-separate-microsoft-project-plans/ Making Multi-Project Graphs from Separate Microsoft project Plans]
  
−
[[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] 7.13.1-70
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[[Creating a NEW Chart via Pull Operation - OnePager Pro for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Pro]] <!--7.13.1-70-->
  
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[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] 7.14.1-70
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[[REPLACING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | REPLACING a Snapshot via Pull Operation - OnePager Pro]] <!--7.14.1-70-->
  
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[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] 7.15.1-70
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[[ADDING a Snapshot via Pull Operation - OnePager Pro for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Pro]] <!--7.15.1-70-->
  
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[[Creating a NEW Chart via Pull Operation - OnePager Express for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] 7.13.2-70
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[[Creating a NEW Chart via Pull Operation - OnePager Express for Version 7.0 | Creating a NEW Chart via Pull Operation - OnePager Express]] <!--7.13.2-70-->
  
−
[[REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 7.0 | REPLACING a Snapshot via Push Update - OnePager Express Desktop]] 7.14.2-70
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[[REPLACING a Snapshot via Push Update - OnePager Express Desktop for Version 7.0 | REPLACING a Snapshot via Push Update - OnePager Express Desktop]] <!--7.14.2-70-->
  
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[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] 7.15.2-70
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[[ADDING a Snapshot via Pull Operation - OnePager Express for Version 7.0 | ADDING a Snapshot via Pull Operation - OnePager Express]] <!--7.15.2-70-->
  
 
(8.1.1-70)
 
(8.1.1-70)

Latest revision as of 15:04, 12 January 2021

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)

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