To do this, pick an empty custom task flag field (in MS-Project 2016, select Project, Custom Fields, and look for a custom flag field with an uncustomised name, like “Flag1”), rename it something like “Exec view?” and click on Formula: So instead I usually use a customised flag field (with a default of “no”) so that I can specifically select which items appear in a summarised Exec view. In my experience this rarely works smoothly, as different people often have different ideas what is a “level 0” milestone, and you often get the situation where an item is level 3 as far as the project is concerned but we want to include it in the Exec view because one of the Execs has a particular interest in it.
You can do this by setting up a numerical field called something like “Milestone level” (with level 0 being the most important, level 1 the next most important and so on), and setting a filter to determine which level milestones appear in which types of report. This is how you specify which tasks are going to appear in the Exec view. You can build a custom “Exec” view comprising a minimal table, a filter (to focus attention on only the most important items), and some Gantt chart formatting. The answer lies with custom Gantt chart views. There is no opportunity for the transcription errors that inevitably arise when updating a PowerPoint diagram by hand.You can show both baseline and “latest view forecast” milestone dates on the task bars so slippage is easy to see.Because it’s based on a “real” MS-Project schedule, you can add and delete lines, delay tasks, etc., and everything will move around in time automatically.Senior stakeholders (CxOs) like it – OK, maybe not as much as a manually-drawn Gantt in PowerPoint but it’s more Exec-friendly than a “classic” Gantt chart straight from MS-Project.Not a particularly efficient or rewarding use of your time.Ī better way would be to create a special view of a real, live MS-Project schedule, which has these benefits: You could create something visually Gantt-like in PowerPoint, but that will end up with you dragging boxes around and lining them up with dates by eye every time you need to prepare a meeting pack. You also need to generate a view for the regular Steering Committee (SteerCo) meeting – but with less detail and with a whole lot less visual “clutter”. You need to generate a view for the programme team that contains all the detail and information needed to manage delivery. So you’ve created a useful programme schedule, and you want to create tailored views to suit stakeholder audiences.
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