Visualize work items on timeline

  1. Open the default view ‘Projects per team’ or create a new timeline view. The view shows all your items on the timeline as bars (for projects or other ‘range’ items having duration in time) or flags (for milestones, events and other ‘point’ items which occur on a particular date).
  2. Define selection criteria for the timeline view. There can be hundreds of projects in total, but not all of them should be shown on this particular view.
  3. Configure the timeline view.
    • Define how do you want to group items in lanes and sub-lanes, e.g. you may show a lane per each location or team, associated with your projects.
    • Set boundaries and column scale for your timeline. You may choose to allow Portfoleon to adjust timeline boundaries and scale automatically depending on items shown on it. Or you may ‘hardcode’ the view to show for example a one-year timeline broken down by months.
    • Define which information should be shown on bars, e.g. item name, dates, any additional information which you store in custom fields.
    • Define which colors should bars and flags have depending on values of their attributes, e.g. show projects of one manager in green and projects of another in blue, or show HR projects in red and Marketing projects in orange.

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