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Timeline: Overview

Updated over 2 months ago

Video

Summary

  1. In the Timeline solution, you can manage the preconstruction schedule of your project. Timeline helps you stay on track with estimate and procurement milestones. Any schedule you create here can be exported to Microsoft Project or Primavera P6 files.

  2. In Timeline, you can create phases, which represent a date range on the timeline that you can manually enter, or drag on the chart.

  3. A milestone is a point in time and is mainly used for estimate uploads. You can open the milestone here to quickly check the corresponding estimate and any related issues, attachments, or comments.

  4. To support your logic, you can assign predecessors to milestones. Click add predecessor, choose the appropriate activity, milestone or event, and specify the type of the relationship.

    1. A soft link allows the predecessor to shift only when its time period overlaps with the successor, otherwise, the gap between them simply narrows.

    2. On the other hand, a Hard link keeps the predecessor and successor moving together, maintaining a fixed distance between their timeframes.

  5. If this milestone had already been completed, you can add an actual date to help you compare the planned to the actual schedule. On the main page, click Show Actuals and any actual date will appear on the Gantt chart.

  6. The Timeline solution gives you the ability to create contract events, design deliverables, and estimate deliverables.

  7. You can also create activities, and group them under estimate deliverables. You can open any activity to add more details such as predecessors, related issues, and attachments.

  8. The Timeline solution also shows you the purchase plan from the Procurement module. Click on any package to see more relevant details from the Procurement solution.

  9. Finally, you can customize the timeline solution using the timescale at the bottom of the screen and the sorting and filtering tools on top. You can also decide on the visibility of activities, actuals, and predecessors.

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