This option will ensure that every time that you save your OmniPlan document the latest version of the plan will be made available in Confluence.
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For example, you may set up a filter to only show milestones then you could use this filter to export and communicate all project milestones in Confluence rather than the full project plan. If you have a filter set up in your project, you can export the filtered layout.I like to show the timeline in Confluence as I would view it in OmniPlan, hence why I have engaged the “as displayed” options. You have several options available to you as to how you would like the export to be displayed.However, you can choose to display either the Gantt or the Outline if that is the layout you’re after. Here I opted to include both the project outline and the Gantt.However, you could have chosen JPEG if you preferred that option. Here I chose “Portable Network Graphics image” which is the.Next, we’ll are going to add an export option.įrom the resulting export options (see image below) Configuring OmniPlanīelow I have included a fictitious project plan that we’ll be using for this post.įrom the top menu, go to “Project” then down to “Configure Publishing & Subscriptions”. Use one of Confluence’s macros to pull in the image via its URL and display that image on a page.īecause OmniPlan is exporting out a fresh copy of the plan every time we hit “save” and Confluence is pulling in the plan on the unique URL – we’ll always have the most up to date version of the plan in Confluence.Save the exported file to Dropbox which will then sync with a cloud server and be accessible via a URL.Configure OmniPlan to export a version of the Project Plan in an image format every time we save the OmniPlan document.You don’t necessarily have to use Dropbox you just need to have a workflow that will sync the project plan export file on your machine to a cloud-based server which can be configured to be publicly accessible and automatically downloaded via a URL.īefore we jump in, I would like to outline the high-level workflow that we’ll achieve in this post. In this post, I will be using the following tools.
Goal: Automate the project plan export process from OmniPlan into Confluence
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So I thought to myself “Would it be possible to automatically update the plan in Confluence every time I hit “save” in OmniPlan? And yes, I found a way! This post details step by step how to configure your project plan updates Nirvana.
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However, the downside to this approach is, if I update the plan on my Mac and forget to update Confluence, then team are working to incorrect timings. Providing the project plan on Confluence gives the team and project stakeholders clarity over the project’s schedule whenever and wherever they choose. To help alleviate the up-to-date visibility issue, I would create a dedicated page on Confluence, then paste the export directly into the page. To circumvent this issue, you may export the most recent project schedule and stick it on the wall, or shoot it around on your team communication tool of choice such as Slack or God forbid, email. However, how do the team and project stakeholders have visibility over the latest project timings? For example, you may update a key date on the back of a phone call with the client or 3rd party supplier. However, the downside to most project plan tools is the application is local to the project manager’s machine. Like most project managers, I use a Gantt chart as the source of truth for the project’s schedule. A much as we wished that our projects stuck to their original schedules, real-life kicks in, additional requests are raised, unforeseen delays happen and we need to update the project plan accordingly. As a project manager, one of the key challenges I face on a daily basis is keeping the team and project stakeholders informed of changes to project timings.
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