Build a "Free Form" Presentation Chart
Update it with Primavera dates

Do you have a presentation milestone chart you update regularly with dates from Primavera?  Would you like to design it yourself instead of using one of the standard wizard choices?

It's possible to build the schedule "free-form".  Schedules like the one to the right can be built freeform. Then, "tagging" symbols with the Primavera unique ID, followed by the name of the date field and the name of the field to be used for symbol text.  Once built and tagged, you can use Milestones refresh to keep your schedule up-to-date whenever your Primavera schedule changes.
Tag a symbol to link it to a Task in the XML file
Tag each symbol with the corresponding unique identifier, date field, and an optional field for Symbol Text:
1. Double-click a symbol to access the Symbol Properties.
2. Click on the “Symbol Links” tab.
3. In the “Automation Tag” entry-box, enter the Unique ID value and date field name, separated by a comma with no spaces.
4. If you want to attach a value from a Primavera field as symbol text, add another comma and the name of that field, with no spaces.

See Fields which can be imported via XML for a list of fields available via XML.
Tag a row to link it with a Primavera field
Tag each row of your Milestones schedule with the corresponding Unique ID number from your Primavera XML file so that column values which are tagged will be updated with values from the Primavera XML file.
In Milestones:
1. Double-click a task row
2. In the Automation Tag entry-box on the Cell Settings tab, enter the appropriate Unique ID value

Keep the presentation schedule up-to-date with dates from Primavera
Now that you have tagged your schedule’s task rows, column headings, and symbols, you can update the schedule with data from your Primavera XML file.
1. Save your tagged Milestones schedule.
2. Choose the Connections tab in the Microsoft Project section.
3. Choose Refresh Previously imported Project.
4. From the list on the toolbar for Refresh Previously Imported Project, choose Refresh from Project XML file.
5. After selecting the XML file to be used, make selections in the subsequent dialog box.
6. Choose OK.