Project management is the timeline view of one project. It places the project's activities on a Gantt-style chart next to their dates, so you can see what happens when, spot gaps or overlaps, and mark milestones. Use it for an overview of the schedule. For step-by-step instructions, see Project Management Timeline and Milestones.
Why Project Management Matters
Using the project management view helps you:
- Visualize the schedule - See all project activities and their dates on one timeline
- Track activity duration - Understand how long each activity is planned to take
- Plan milestones - Mark important dates and deliverables directly on the timeline
- Keep the project on track - Spot activities that overlap, are out of order, or have no assignee
- Share the plan - Export the timeline to a spreadsheet for reporting
Accessing Project Management
- Open Projects and click the project you want to manage.
- Click the Project management link on the project page.
The breadcrumb reads Projects / [Project name] / Project management, and the page title is Project management.
What the View Shows
- Toolbar - The project actions Download, New milestone, Add multiple activities and New activity.
- View controls - The numbered buttons 1, 2 and 3 set how many levels of the activity hierarchy are shown. The slider makes the day columns wider or narrower. Edit, Sort and Assign act on the activities in the list.
- Activity list - The Activity, Estimate, Qualification and Assignee columns list the project's activities. Click an activity name to open it.
- Timeline - A Gantt-style chart shows each activity as a bar spanning its start and end dates.
- Date row - The dates run across the top of the chart. Click a date to create a milestone on that day.
What You Can Do in Project Management
View the Activity Timeline
Every activity with start and end dates appears as a bar on the timeline, so you can see the full scope of the project schedule at a glance.
Create Milestones
Click New milestone in the toolbar, or click a date on the timeline, to add a milestone on that day.
Edit and Sort Activities
Use Edit to change activity details and Sort to reorganize the activity list.
Assign Activities
Use Assign to set who is responsible for each activity.
Add Activities
Use New activity to add one activity, or Add multiple activities to enter several at once.
Download the Timeline
Click Download to export the timeline as an Excel file named project.xlsx.
Related Documentation
- Activities - Break a project into activities with budgets, dates and assignees
- Projects - The portfolio view of all projects
- Project Management Timeline and Milestones - Step-by-step guide to the timeline, milestones and timeline controls
- Resource Planning - View and manage resource allocation across projects
- Work Report - Generate a report of the work and billables on a project