Discover how to use the Timeline to manage all of your project schedules in one place. Learn how to navigate the interface, adjust date ranges, view phases, and update schedules to keep your projects on track.
The Timeline displays a comprehensive view of your projects' durations, providing high-level insight into your project pipeline.
Key Benefits
ποΈ A single view: View all project schedules & phases in a single, comprehensive timeline.
π Plan ahead: Identify scheduling conflicts and opportunities by viewing overlaps and gaps across projects.
π Update your schedules: Jump into a project schedule from Timeline to quickly make schedule changes
Table of Contents
Navigation and Layout
The Timeline is accessible from the left menu bar along with other company-wide settings.
- Color coding: Projects are color-coded for easy identification. Change a project's color under Project Settings - General
- Date range: The top of the calendar features an adjustable date range.
- Schedule phases: The left column contains a list of projects, which can be expanded to show each phase.
Adjusting the Date Range
The Timeline can display projects in a weekly or monthly view for each year.
- Scroll bars: Use the right and bottom scroll bars to adjust your view within the year.
- Zoom: Zoom out/in using the By week and By month options.
- Navigation: Use the top right arrows to view the previous or next year. Click Today to reset your view to today's date.
- Custom year: Select the year drop-down to view a specific year.
Viewing phases
Projects in the Timeline can be expanded to show each of their phases by selecting the carrot icons. > βΛβ< βΛ
π‘Expand/Collapse ALL project phases using the carrot icons in the upper right.π‘
Updating Schedules
Schedules can be edited by expanding and selecting a phase.
Select Edit task from schedule to enter the Schedule for that project.
