Advice and answers from the Productive Team

Search results for:timeline view

Getting Started with Budget and Deal Scenarios

The Timeline View… The Timeline View helps visualize and manage scenario bookings against live data. … Tip: The timeline view clearly differentiates between live budget or time-off data and scenario bookings

Timeline Layout

Plan and monitor your tasks with the Timeline layout… Productive's task Timeline layout organizes tasks by visualizing them on a timeline… Note: In the global tasks view (Project management > Tasks), only task custom fields from the task custom

The Scenario Builder: General Overview

Switch between Timeline View and List View to manage bookings seamlessly… Use the scenario Timeline View to assign resources and define their working periods… 5. Managing Bookings and Timelines

Managing and Applying Scenarios to Deals and Budgets

Timeline View: Visualize availability and adjust bookings directly on the timeline. … List View: Expand booking options using the + icon to adjust allocations. … Compare the live timeline to the applied scenario before confirming changes

Adding Start and Due Dates to Tasks

Switch to the Calendar, Gantt, Timeline or Workload view for a comprehensive overview of all tasks, displaying… Note: Adding a due (and, optionally, start) date is essential for the tasks to appear in the Timeline

Calendar View in My Time

Track time in the Calendar view… Adding a New Time Entry in the Calendar View… Calendar View: Time Entry Overview

Timesheet View in My Time

Track time in the Timesheet view… Timesheet View Overview… Managing Time Entries in the Timesheet View

Day View in My Time

Track time in the Day view… Access the Day view by navigating to the Time tab, selecting My time, and switching to the Day view option… Adding a New Time Entry in the Day View

Gantt Layout

If you wish to save this view for future use, click "Save" and name the view accordingly… The Gantt layout provides a visual timeline of your project tasks, making it easier to manage dependencies… The Today button allows you to quickly jump back to the current date on your timeline

Calendar Layout

Organize and manage your data in a calendar view… If you selected the "View is visible to everyone" option when creating the view, it means that your teammates… Customize your view