Manage the Project Timeline Card

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.

• Required User Permissions

  • To view the Project Timeline card:

    • 'Read Only' level or higher permissions to the Project Home page.

  • To edit project dates from the Project Timeline card:

    • 'Admin' level permissions to the Project level Admin tool.

• 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.

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.

3. Click Edit Timeline.

4. Enter baseline and actual dates for each date that you want to include on the Project Timeline.

5. Toggle the switch next to a date to the 'on' position to add it to the Project Timeline.

6. Click Save.