Home Forums Discussion Portfolio Level Timeline w/ Intermediate Milestones showing Phases per Project?

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  • #415896 Reply

    Has anyone been able to accomplish this using Microsoft Project (Online, 2013+), Visio? or other tool?
    –and not using MS Excel or graphics app (manually-produced method). I would like to use a method that is updated from project (schedule) data, based on phases or milestone dates/durations and have the timeline auto-update based on those projects, etc.

    The goal would be to produce a portfolio timeline for ~80 projects of a given type. Each timeline (row/item) would show Phases or Milestones overlaid on top of the main timeline duration for that particular project. ex: Planning Phase Duration, Design Phase Duration, Build Phase Duration, Testing Phase Duration, Go-Live (date), Implementation, etc. -things like that.
    This is definitely able to be done at the individual project timeline level, but wanted to do the same at the portfolio level.

    I would like to try MS RoadMap, but it is not available to us. I’ve tried PowerBI, which worked, but current timeline visualizations do not show an overlay of any intermediate milestones/phase info per timeline.

    Any thoughts or ideas would be appreciated.
    Thank you,

    #415897 Reply
    Larry ChristofaroLarry Christofaro
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    • Ombud

    MB, the Roadmap feature might be a good option and should be available to most everyone using Project Online by now? You might want to look into this again. Also, maybe try and look into a tool like WBS Schedule Pro. There is an MPUG session describing this tool on July 17th. Hope that helps…

    #415901 Reply
    Jigs Gaton
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    Hi there Martin, this can be accomplished with the Business Plan from http://www.projectplan365.com, which has many PMO-type functions. Give it a try, the trial is free. Cheers, Jigs

    #416108 Reply
    Martin R Bragg

    Thanks Larry and Jigs. I appreciate your responses. I hoped to be able to use MS Roadmap, but currently it is not available for “EDU” customers. -only Commercial customers at this time. I will check it out Jigs.

    Thanks again,


    #416309 Reply
    Miles Goodchild

    I know this is probably much to late however have a look at SummaryPro.co.uk and see if this will give you the tool that you need. I created this many years ago (and have made it available this year) as I got very bored of pushing boxes and milestones around in PowerPoint and Visio and failed to find any tool that automated the updating of complex programme summary plan (plan on a page) removing the inevitable human errors and saving me days of my life 🙂
    Any thoughts or observations are welcome.

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