Use Timeline to review scheduled objects against a shared date scale. It helps you examine projects, tasks, milestones, and other objects with configured dates. This guide covers loading a schedule, interpreting its dates, and reviewing changes without assuming that every visible bar represents the same kind of date.
Load a schedule
- Open a Timeline widget and drag in a project or other supported objects. If the view already has a configured source, check which objects it supplies.
- Review the object names in the list beside the date view. Expand rows with children to inspect the available levels.
- Open Preferences and check the date attributes or indicators used by the view. Different object types can supply different timeline settings.
- Use the time-scale controls to show a useful period. In the modern timeline, Zoom and Fit all dates help bring the loaded schedule into view.
- Select an object to inspect its details and confirm the dates behind its bar or marker.
Read the timeline
Bars represent the configured date range for an object. Markers and indicators can show other available date information. Some views also expose lifecycle or revision history, so check the selected presentation before interpreting a date as planned work.
An object can appear in the list without a useful bar when its configured start or end value is missing. A date outside the current visible range can also make a row look empty. Fit the loaded dates and inspect the object’s actual values before changing the schedule.
Connections, when displayed, should be read in the context of the configured relationships. The view provides schedule context; an object appearing later on the screen does not by itself establish a dependency.
Review schedule changes
When Edit is available, use it to make supported date changes. Dragging a bar or date handle can change schedule data. Review the affected object, date attribute, and proposed value in the update dialog before confirming the operation.
Follow any Save or confirmation step presented by the current timeline version, then verify the stored dates in the object’s details. Lifecycle rules, reservations, and update permissions can restrict changes.
Troubleshooting
If a row or child is missing, check the source, relationship scope, and your access. If dates seem incorrect, inspect Preferences for the selected date fields and compare them with the object values.
If a change is rejected, read the validation message and check the object’s editability. Refresh the view after a successful update if its displayed dates have not caught up.
