Timeline Workspace

Create a high-level Timeline to keep all project stakeholders on task and aware of upcoming activities.

Timeline Workspace

The Workspace is where you build out your project plan. All changes made in this view automatically appear in the Presentation view for your team to see. Use simple scheduling logic, such as predecessors and successors, to structure your project. Only users who have Admin permissions for Timeline will have access to the Workspace view.

Creating Activities

To create a new activity on your project, follow these steps:

1. Navigate to the Timeline page and select the Workspace view
2. Click the + New Activity button
   1. A new line appears at the bottom of your workspace view
3. Rename the New Activity.
4. Fill out the following  fields to schedule your activity:
   1. Duration - Duration of the activity in workdays
   2. Start Date - Start date of the activity
   3. End Date - End date of the activity (only applies to Phases)
   4. Predecessor - Select an activity that must finish before this task can start
   5. Successor - Select an activity that can’t start until this task finishes

Creating Milestones 

To create a new milestone  on your project from the Timeline, follow these steps:

1. Navigate to the Timeline page and select the Workspace view
2. Click the + New Milestone button
3. Fill out all of the fields below
   1. Name - Name of the Milestone
   2. Start Date - Start date of the Milestone
   3. Milestone Design Phase - Select the corresponding design phase for the Milestone
4. Click the Create and Publish button

Creating Parent Phases

To  group a set of activities under the same heading, utilize the following functionality:

• Nesting & Unnesting - To create parent phases

• Drag & Drop Activities to reorder or nest them 

Scheduling Activities or Milestones

Edit your timeline activities like a traditional schedule. Timeline supports simple dependencies, such as Finish-to-Start. To schedule your activities:

• Set predecessors or successors in the grid view by selecting from the cell drop down.
• Or, link activities within the gantt chart by connecting each end.

Scheduling Cycles

If invalid dependencies are defined within the Workspace view, a “Scheduling Cycle” will be identified. To resolve the cycle, select a path that best suits your intended action.

Manually Scheduled Phases

Manually scheduled phases are not affected by the automatic scheduling process. Their start and end dates are meant to be set manually and do not calculate based on nested activities or predecessors and successors.