Producing a new Plan on a Page
When you set up the summary plan you tag items in your detailed plan with a number from 1-200. In the excel file you set what item 1 will be called on the summary plan, its vertical location on the page and formatting such as colour etc. The excel file also controls the timeline, swim lanes, plan size, whether you want to see information on critical path / baseline / milestone references / RAG and progress data. You then copy in the raw plan data, run the report and review the result. Make any changes (for instance maybe a task name doesn’t fit and needs to be changed or add comments to the plan) and re-run the update.