Project timeline

The Timeline tab is the plan for one project: which phase happens when, and who is on it. It shows a six week window that you scroll two weeks at a time, with Today bringing you back to the current week.

Phases

A phase is one stage of the job, for example survey, first fix, rack build, commissioning. The phase types, their names and their colours come from your organisation settings under Settings, Preferences, Phases, so every project uses the same vocabulary. If you have not configured any, a default set is used.

Add phase, either from the button at the top or from the row at the bottom of the grid, drops a five day bar starting today. From there you shape it on the grid.

Working the grid

Drag a bar sideways to move the phase in time. Hover an edge and pull it to make the phase longer or shorter. A single day phase is fine: the end date is inclusive. Weekends are shaded and today is highlighted, but nothing stops you from planning across a weekend.

Clicking a bar without dragging opens its panel. There you can write a note for the phase, change the phase type, and set the start and end dates precisely instead of by dragging. Every field saves as you leave it, so there is no save button. The trash icon in the panel, or the one that appears next to the phase name on hover, deletes the phase.

Crew on a phase

In the phase panel, Add crew lists everyone in your organisation. Adding someone creates a crew booking that spans the whole phase and sends them a notification. Their avatar then shows on the phase bar, up to four with a plus counter beyond that. Removing them deletes the booking.

The important part is the link: because the booking belongs to the phase, moving or resizing the phase moves the bookings with it. Push commissioning back a week and everyone booked on it moves a week too. You do not have to reschedule people one by one.

Bookings created this way also show up on the crew planner and the calendar, where they can be edited like any other booking.

How it fits together

The timeline is the project level view. The crew planner is the same data seen per person across all projects, and it is where you spot double bookings. Use the timeline to shape the job, then check the planner to see whether the people are actually free.

Limits

Phases have no dependencies: moving one does not push the next one along. There is no percentage complete, no baseline and no critical path. A phase carries a type, dates, a note and its crew, nothing more.

Deleting a phase does not delete the crew bookings that were on it. They stay in the planner, they just stop following a phase. If you meant to cancel the work as well, remove those bookings in the crew planner.

The window is fixed at six weeks. For a longer horizon, step through with the arrows.