Create Presentation Reports For Microsoft Project
Make colorful swim-lane schedules
Do you want to display just the key tasks or milestones for a schedule on a single page? Try using one of our “coded” templates, specifically designed for making swim lane schedules. Or, create your own template.
Then, in Project, add codes to just the tasks you want to see on the presentation Milestones schedule. Codes can be from 3-20 characters (letters and numbers) and are used to identify how to group the tasks.
For more control, try the “Coded Symbols and Bars” option, which lets you set not only the row in Milestones but also the symbol type and what to show (finish date, start date, task bar, …. Many options)
Build a “Free Form” Presentation Schedule
Do you have a unique presentation format? Do you have one or more Microsoft Project schedules which you need to present at once?
It’s possible to design a presentation chart “free-form” and link it to your Microsoft Project schedule(s) for future updates.
Just design your schedule in Milestones Professional, and then bring over the tasks from MS Project. You just have to select which tasks you’d like, and then choose how you want those tasks represented:
You can also do the same thing with Milestones, and you can even add many tasks to the same row, to create a Swimlane easily:
Stay Up To Date as Project Dates Change with “Refresh”
“Refresh” refers to updating symbols’ dates, column text, and column values in Milestones Professional with the latest information in the Microsoft Project files that were used to create the Milestones schedule.
You just go to the Connections Tab, and choose “Refresh Previously Imported Project”, and then choose what file to grab the new dates from. Then, you let Milestones Professional do the rest:
Update from multiple Microsoft Project schedules
If you have a list of Microsoft Project schedules which refresh a single Milestones Professional schedule, here’s a great way to keep them up to date:
- In Milestones Professional, add Microsoft Project schedules to a “refresh list”. Assign each Project schedule a “nickname.”
- Build the Milestones Professional schedule using the nicknames for symbols on the schedule.
- When the Milestones Professional schedule is refreshed, the refresh list is used to update the schedule.
Videos: Working With MS Project
Flagging and Filtering your Project before Importing – Decide what to import from MS Project before you start the import process.
Import from MS Project: Let the Wizard Guide You – Check out our step-by-step importing option from MS Project. Also see how to set up Custom Symbology during the import.
Import from MS Project: Coded Presentation Timeline / Birds on a Wire – Coded Presentation Timeline uses a single Text field in your Project file to assign finish dates to different colored swimlanes in Milestones Professional.
Import from MS Project: Coded Finish Dates – Coded Finish Dates uses a single Text field in your Project file to assign finish dates to their own rows in Milestones Professional.
Import from MS Project: Coded Symbols and Bars – This coded import option allows you to mark each task in MS Project to tell Milestones how to import the task, and which row to place it on.
Refresh from Multiple MS Project Files – With this video, you learn how to connect a single Milestones Schedule to Multiple MS Project files, using our Nickname feature.
Link to MS Project: Manual Tagging (Rows) – Link existing Milestones tasks back to MS Project, or add tasks from MS Project into an existing Milestones schedule.
Link to MS Project: Manual Tagging (Symbols) – Link existing Milestones symbols back to an MS Project task.
Change / Replace your UniqueIDs – Find out how to change / replace the UniqueIDs that your schedule uses.
Check your Symbol Tags – Watch how to find all of the tags on your schedule, and even to search for specific UniqueIDs.
File Compare – Learn how to compare tagged files in Milestones Professional with our File Compare feature.