Manage the Project Timeline on the Project Overview

Background

From the Project Overview, you can view a card that shows key dates for your project milestones. Dates can be viewed in both timeline and list format from the Project Timeline card.

Things to Consider

Prerequisites

  • To add dates other than start and end dates to the Project Timeline card, your company must first create project date categories in the Company level Admin tool. See Add New Project Dates.

Steps

  1. Navigate to the Project Overview.

    • Navigate to the project's Home to be redirected to the Project Overview.

    • Click Menu and select Project Overview.

  2. In the 'Project Dates' section, click the vertical ellipsis Icon Vertical Ellipsis and select Edit Project Dates.

    • Edit Timeline

      1. Enter baseline and actual dates for each date that you want to include.

    • Show / Hide Timeline Dates

      1. Move the toggles Icon Toggle On ON or Icon Toggle Off OFF to show or hide the dates on the Project Overview.

  3. Click Save.

See Also

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