Using the Project Portfolio: Timeline View

Click within the View menu to toggle between Portfolio Dashboard, Timeline, Grid, and Thumbnail Views.

Portfolio Timeline View offers detail on the health and status of projects in the Project Portfolio over time. Get at-a-glance information on the status of project milestones, overdue tasks, forecasted completion dates and more.

Core Elements of the Portfolio Timeline View:

1. Column and Timeline Display Settings: Click to turn on/off the columns and timeline visualizations displayed. A checkmark next to a column title indicates that it will be displayed.
   
   
   Timeline visualizations available include:

   a.	Timeline - Late Tasks: Displays tasks that are late as red bands in the timeline progress bars.
   b.	Timeline - Milestone Tasks: Displays milestone tasks as diamonds within the timeline progress bars.
   c.	Timeline - Forecast Box: Visually depicts whether a task will finish early, late or on-time.
   d.	Timeline - Progress: Displays a purple band within the timeline progress bar that indicates how much of the work has been completed to date.

2. Adjustable Columns: Expand or decrease the width of columns by pulling their edges. Change the order of columns by dragging and dropping them to the right or left.
3. Timeline: Displays the year, month, and quarter that correspond to the Project bars in the Portfolio Timeline below.
4. Today in Timeline: This line marks today’s date.
5. Adjustable Divider: The project list or timeline can be expanded or collapsed to by dragging the divider in either direction.
6. Timeline Progress Bar: This chart displays a great deal of detail in a small space. Each bar in the chart represents a project’s timeline.
   
7. Project Grouping: These groupings represent the Sort criteria assigned to the Project Portfolio, and can be collapsed or expanded using the Close All, +,  and – buttons.