Timelines

A timeline is a graphic representation of lifecycle phases in a project or program, and the milestones contained in those phases. Timelines are used to monitor the progress of a program or project.

A phase is defined by specifying a time range, with a start date and an end date. A milestone marks a specific point in time (on a date that you specify).

To create a timeline

  1. In the Records section, click New. Service Management displays a New Timeline dialog box.
  2. Enter a title for the timeline and click Save.

Note You can have multiple timelines, but only one can be active at a particular point in time.

To activate a timeline

Select a timeline in the list and click .

To add phases to a timeline

  1. Click the title of a timeline in the list to display its details.
  2. Select the Phases tab.
  3. Click New phase to display the New phase dialog box.
  4. Enter a title for the phase, as well as its start and end dates.

    Note The dates of phases in a timeline cannot overlap.

  5. Click Save.
  6. When you are finished adding phases to a timeline, click Save on the main toolbar.

To add milestones to a phase

  1. Click the title of a phase in the list to display its details.
  2. Select the Milestones tab.
  3. Click New milestone to display the New milestone dialog box.
  4. Enter a title for the milestone and its date.
  5. Click Save.
  6. When you are finished adding milestones to a phase, click Save on the main toolbar.

Graphic display

After you add phases and milestones to a timeline, a graphic representation of these timeline items is automatically displayed.

You can specify the granularity of the chart by selecting the appropriate breakdown (week, month, quarter, or year). A flag representing each milestone is displayed along the timeline.

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