The Active Line divides the Plan View into two areas:
Right side: Used for general sequencing and Pull Planning.
Left side: Used for detailed scheduling and Look-Ahead Planning.
Teams can add tickets to the right side of the Active Line to build a high-level sequence of work, typically leading up to a specific milestone. When work is approximately 3-6 weeks out, an Admin user can move the Active Line over the sequenced work to activate it into the scheduling space.
Tickets will then expand across the number of days needed to complete the work and can be scheduled on specific dates.
How to Move the Active Line
Option 1: Expand the Scheduling Area
Use this option to add more dates or weeks to the scheduling area within the Plan View.
Single-click the Active Line.
Use the arrows and dates on the calendar to select the new Active Line date.
The scheduling area will expand to include the selected dates.
Option 2: Activate Sequenced Work into the Look-Ahead Schedule
Use this option to move sequenced tickets from the Pull Plan space into the detailed scheduling area.
Click the double arrow on the left-hand side of the screen to open the Active Line.
Click and drag the Active Line over the sequenced work on the right-hand side.
The tickets will be activated into the scheduling area and can be scheduled on specific dates.
Creating a Look-Ahead Schedule Directly
Teams can also begin scheduling work directly on the left side of the Active Line.
Single-click the Active Line.
An Admin user can expand the Active Line up to six weeks into the future.
Add task tickets directly to specific dates within the scheduling area.
Note: The Active Line cannot be moved back to the left over tickets that have already been scheduled. Snapshots can be used as a quick way to undo an Active Line move if needed.