Creating Multiple Views of the Same Microsoft Project Plan

How to use OnePager Pro to present an MS Project plan to different audiences

Project and program managers know that communicating a project schedule is key to project success. However, each stakeholder may have a different idea of which tasks and milestones are important, which can lead to a lot of manual work creating separate reports for each audience.

OnePager Pro allows you to create different views for each project stakeholder, all using the same Microsoft Project plan. This enables you to create presentations for:

• Team meetings
• Executive summaries
• Client presentations

Don't have OnePager Pro yet? You can download a 15-day free trial to see how it works, and then follow the steps below:

1. Start by launch Microsoft Project and opening your project plan. OnePager Pro can filter your project plan for any audience by using flag fields. It's a good idea to use a different flag field for each project audience. In the example below, you will see that we are using "Flag 20" to select tasks that are relevant to executives:
   
   
   
   
2. Next, click on the OnePager Pro button, located on the Microsoft Project tool bar or add-ins tab. OnePager will prompt you to name your project view, and specify which flag field you would like to use to filter your tasks and milestones:
   
   
   
   
3. Then, click on Create new project view to get an executive summary view of your Microsoft Project plan:
   
   
   
   This Gantt chart is perfect for executives because it shows the high-level progress of each phase, without going into too much detail. For a non-executive audience, however, you might want to show more detail.
   
   
4. Now, let's create a second project view. This project view will show more details, which are more appropriate for weekly team meetings. To do this, we'll want to use a second flag field in Microsoft Project to select a different set of tasks and milestones. In this case, we'll use "Flag 19" as shown below:
   
   
   
   
5. Just like before, click on the OnePager Pro button in Microsoft Project. This time, give your project view a different name, and specify "Flag 19" instead of "Flag 20" as before:
   
   
   
   
6. Click Create new project view again, and you'll now import your second set of tasks for use in a project view that's more appropriate for weekly team meetings, or another more detailed audience:
   
   
   
   This Gantt chart is based on the same Microsoft Project plan as the executive summary created earlier, but uses a different set of tasks and milestones, based on the flag columns you selected.

OnePager Pro gives you the power to create a diverse set of project views and reports, all based on the same Microsoft Project plan. This allows you maximum flexibility when presenting to different audiences, but saves you lots of time compared to having to build each separate chart by hand, or to track things in different project schedules.

Get started today by downloading a free trial or attending one of our demonstration webinars.