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. Locate the 'Project Timeline' section.
    Note: See section below about showing and hiding the timeline if this section is missing.

    • Edit Timeline

      1. In the 'Project Timeline' section, click Edit Timeline.

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

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

      4. Click Save.

    • Show / Hide Timeline

      • To show the Timeline, click the Project Overview's vertical ellipsis Icon Vertical Ellipsis and select Show Project Timeline.
        Project Overview ellipsis

      • To hide the Timeline, click the Timeline's vertical ellipsis Icon Vertical Ellipsis and select Dismiss Project TImeline.

    • View Timeline or List

      1. Click the Timeline or List tabs to change your view.

See Also

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