Note! that only users with manager permission within your company are able to see this information.
Overview of Timeline
The Timeline provides a quick and simple overview of:
Your Teams: Teams where you are listed as responsible
All Teams
All Employees
Subcontractors
Click the arrow next to your team to filter by your team, all teams, employees.
Project Status Colors
The timeline uses color coding to indicate project statuses:
Green: Assigned projects
Light Green: Option for extension
Orange: Oral agreement
Blue: Preliminary booked projects
Grey: Vacation
Employee View and Availability
In the employee view, consultants are listed from most available to least available to help you effectively prioritize for upcoming projects. The timeline also provides the average availability for the selected period, offering a clear overview of your consultants’ or subcontractors’ availability.
Customizing the Timeline
You can adjust the timeline view to display data in weekly, monthly, or quarterly intervals. For monthly or quarterly views, be sure to extend the date range by clicking the filter icon on the right-hand side of the interface. This filter menu also enables you to refine the view based on various criteria, which may differ depending on the selected view.
Editing Features
Quick Edits: Click the pen icon to make quick edits to roles, such as adjusting dates, extent, or price.
Extensions: When extending a project that also involves changes to extent or price, publish it as an extension to ensure accurate statistics. Depending on your workflow, you may also need to register the extension as a new project to track a separate order value.
Detailed Edits: Click on a role to view and edit its details. Projects, roles, and customers are clickable, providing direct shortcuts to their respective pages.
Other Views
Additional views allow you to see booked roles for employees or subcontractors, organized by team. From these views, you can easily edit role details, such as dates.
To expand and view a team’s details, click the arrow next to the team name.
