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Have it All!
 

Build and link a  “Free Form” Presentation Chart
 

Update it with Microsoft Office Project Dates
 

 

 
Do you have a presentation milestone chart you update regularly with dates from Microsoft Office Project?  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 below, sometimes called roadmaps or visual roadmaps can be built freeform.  Then,  "tagging" symbols with the Microsoft Office Project 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 Microsoft Office Project schedule changes.
 

Visual Roadmap or Roadmap
 

Tagging Symbols

Tag each symbol with the corresponding Unique ID, 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 Microsoft Office Project field as symbol text, add another comma and the name of that field, with no spaces, as shown.

For a list of all Project fields that can update Symbol Text, click here.
 

 
Keep the schedule up-to-date (Version 2008)

Now that you have tagged your schedule’s task rows, column headings, and symbols, you can update the schedule with data from an MPP file.

  1. Save your tagged Milestones schedule. 

  2. Choose the Connections tab in the Microsoft Office Project section.

  3. Choose Refresh Previously imported Project.

  4. Choose the Microsoft Office Project file to be used to update the Milestones schedule.

  5. In the Refresh Options window, check the refresh choices applicable to your schedule, then click the “Refresh” button.

Keep the schedule up-to-date (Version 2006)

Now that you have tagged your schedule’s task rows, column headings, and symbols, you can update the schedule with data from an MPP file.

  1. Save your tagged Milestones schedule. 

  2. Choose Update...Milestones/Project Refresh on the File menu.

  3. Choose the Microsoft Office Project file to be used to update the Milestones schedule.

  4. In the Refresh Options window, check the refresh choices applicable to your schedule, then click the “Refresh” button.

 

Tagging Rows

Tag each row of your Milestones schedule with the corresponding Unique ID number from your MPP file.

To see the Unique ID value for your Microsoft Office Project tasks, add a UniqueID field in the Project file, as shown to the right:

 

 
 
     

  1. Double-click a task row.

  2. In the Automation Tag entry-box on the Cell  Settings tab, enter the appropriate Unique ID value.

 

  
 
 

Tagging Columns

Tag each column heading with the corresponding field name from your MPP file.

  1. Create a new text column by choosing the Insert tab.  In the Rows, Column section, choose New Column.

  2. Choose Microsoft Office Project Column.

  3. From the drop-down field selector, choose a Project field.

 

  
     
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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