What does “Timeline” functionality do?

Timeline is a professional-looking snapshot that presents only the key milestones or deliverables of a project.

What is Timeline?

A Timeline is a professional looking snapshot of key tasks and milestones commonly used in status meetings.

Is Timeline view available in the app?

The Timeline view can be found in the view bar from the left side of the app, together with the other supported views.

How can tasks be added to the Timeline view?

You can select which tasks from your project will be displayed in the Timeline. Tasks can be added to the Timeline view by double clicking in the empty Timeline area and then selecting the desired tasks from the dialog which appears. Another way to do this is to go to Gantt Chart view, open Task Information dialog for the desired task and then check the Display on Timeline option.

How can tasks be removed from Timeline view?

Tasks that were already added to the Timeline view can be removed by right clicking on the desired task and then selecting Remove from Timeline. Another way to do this is to go to Gantt Chart view, open Task Information dialog for the desired task and then uncheck the Display on Timeline option.

Can Zoom be used in Timeline view?

In the Timeline view, you can use the Zoom options from the Project menu. You can Zoom in or Zoom out to see the tasks in more or less details.

Where I can find the “Date range” option?

Date range is used to set the Start and Finish dates of the project. You can find the Date range option in the Format menu right after you set the Timeline view.

How can I copy the Timeline?

You can copy the Timeline into other documents like Word document, E-mail or PowerPoint presentation by right clicking in the Timeline area to select it and then press Copy. Then go and open the document in which you want to copy the Timeline, right click on the blank page and press Paste.

How can I move a task from the Timeline?

In the app, tasks from the Timeline view can't be moved at the moment.

Can the tasks from the Timeline be customized?

In the app, tasks from the Timeline can be customized by selecting the Text styles, Font functionalities from the Format menu.

Can I change the Timescale for the Timeline view?

We are sorry, but at this point the application does not support changing the Timescale in Timeline view.

Where can I find the “Scaling” option?

To find the Scaling option you have to go to the File menu and choose the Print option. Click the Page setup option and a dialog will open, and you will see that there is the Scaling option which includes the Adjust to and Fit to commands.

Where can I find the “Print between two dates for Timeline View” option?

To find the Print between two dates option, open the app then go to the File menu, select the Print option and then choose the Page setup option. A dialog will appear. Go to the View tab to reach the Print between two dates function.

How to print the Timeline view?

To print the Timeline view, open the application and select the Timeline view, go to menu File->Print dialog.

How do I create a timeline?

To access the Timeline, click on View – Timeline.

You can select which tasks from your project will be displayed in the Timeline.

Tasks can be added to the Timeline view by double-clicking in the empty Timeline area and then selecting the desired tasks from the dialog which appears. Another way to do this is to go to Gantt Chart view, open Task Information dialog for the desired task and then check the Display on Timeline option.

How do I selective format the task background color in the Timeline view?

If you want to customize individual tasks in Timeline view, please follow these steps:

1. Select the task you want to customize.

2. Select the Font option under the Format menu.

3. In the Font dialog you can change the Font, Font Style, Size, Text color and the Background color for the tasks.

4. Press OK and the changes will be applied in the Timeline view.

Is there any way to set a default view?

To set a view by default, the Editor needs to save the file with that specific view being opened.

How can I change the start date in Timeline view?

To change the Start and Finish dates in Timeline view, please use the "Date Range" option. In order to do that, go to the "Format" menu and click on the "Date Range" option. Click on "Set custom dates", then from Start and Finish fields, select the desired dates and click "OK" in the dialog.

Why I can’t see the “Copy Timeline” button in ribbon on the Mac platform?

If the “Copy Timeline” button is not visible in ribbon, please press  "More" button. You should be able to find in the dropdown the button that doesn't fit inside the ribbon because of the small window size.

Why I can’t see the “Date Range” button in ribbon on the Mac platform?

If the “Date Range” button is not visible in ribbon, please press  "More" button. You should be able to find in the dropdown the button that doesn't fit inside the ribbon because of the small window size.

Why is "Date Range" option greyed out?

The "Date Range" option is available only for Timeline view.

Where can I find a report for the Timeline view?

We are sorry but we don't have any reports available in our application that look the same as the Timeline view.

You can export the Timeline view to PDF or as Image.

In order to do that, select the Timeline view from the left side view bar, go to the File menu – Export – Export to PDF or Export as Image. Type the name of the file and press “Save”.

How can I zoom to see the tasks in Timeline View?

To make task names more visible in the Timeline you can use the Zoom functionality.
Go to Project menu – Zoom then click on the “Zoom In” button to make tasks appear wider in the Timeline View.

How can I change the row order of tasks in Timeline View?

We are sorry but we don’t support changing the row order of tasks in Timeline view at this moment.

How do I create multiple Timeline views in Project Plan 365?

We are really sorry but creating multiple Timeline views is not possible in our application at this point.

Does the Standard version include the Timeline view?

The Timeline View is available for both Standard and Business subscription options.

Step by step on how to apply Timeline view:

1. Go to menu View – Other Task Views - Timeline or in View Bar click on Timeline button.

2. You will notice that the view changes.

Step by step on how to add tasks to Timeline:

1. Double – click in Add tasks with dates to the timeline section.

2. In Add Tasks to Timeline dialog, choose the tasks and milestones you want to add to Timeline.

Or go to Gantt Chart view, open Task Information dialog for the desired task/milestone and then check the Display on Timeline option.

3. Click OK to add the chosen tasks and milestones to the Timeline.

Step by step on how to remove tasks from Timeline:

1. Right-click on the task or milestone you want to remove from Timeline.

2. Select Remove from Timeline option from the popover.

Or go to Gantt Chart view, open Task Information dialog for the desired task or milestone and then uncheck the Display on Timeline option.

3. You will notice that the task/milestone has been removed.

Step by step on how to customize the Timeline:

1. Go to Format menu – Text Styles - to customize all the tasks or Font - to customize only one task.

2. Format the text as you want. Change its Font, Font Style, Size, Text and Background Colors..

3. Click OK for the changes to be applied.

Step by step on how to change the Date Range for the Timeline:

1. Go to Format menu – Date Range.

Or right-click anywhere in Timeline view and choose Date Range.

2. The Set Timeline Dates dialog will be displayed and it allows you to change the Date Range of your project. You can Use project’s start and finish dates, or you can set the Start and Finish dates of the Timeline by selecting Set custom dates.

3. Click OK to save the changes.

Step by step on how to copy the Timeline:

1. Go to Format menu - Copy Timeline option.

2. Click on the Copy Timeline button and 3 options will appear.

3. Choose the suitable option for your needs.