Timeline >

Timeline Settings


Introduction

Before you get to stuff like default time period or timeline navigation, make sure you have all the timeline settings set to how you want them to be. You can adjust the coloring for the holidays and non-working days, choose between different date and time formats, and change days and hours displayed in the Gantt chart area etc. 

Must-know about this feature

Timeline settings apply to the whole account not only the administrator that is applying them. 

Change the date and time format

  1. Open the general settings
  2. You'll find the 'SETTINGS' icon on the sidebar. 

    the general settings tab on the sidebar of the planner
  3. Click on 'DATE AND TIME FORMAT'
  4. It will open automatically if you haven't changed any settings during your current session.

    the date and time format in the general settings of the planner
    The time settings you select will be applied to the entire account, every administrator and user will see them.
  5. Change the options to suit your needs
  6. Click on 'Save' once you are done.
  7. Go back to a project view or a resource view
  8. The changes you have made will be applied.

Change the working time settings

  1. Open the general settings
  2. You'll find the 'SETTINGS' icon on the sidebar.
  3. Click on 'WORKING TIME'
  4. This will allow you to view the current working time settings.
  5. Change the settings to suit your needs
  6. Click on 'Save' once you are done. 1. Toggle the switch to enable business days. Green stands for enabled. The days that you exclude won't be included in utilization calculations. You can overwrite the general business days for each resource to add resource specific business days if you need to. 

    2. Set the days that are displayed in the Gantt chart area. Green stands for enabled.

    3. Set the general business hours. You can add breaks for lunch etc. Again, like business days, you can set individual business hours for each resource separately if there are any exceptions to the rule. 

    4. Select the hours that should be displayed in the Gantt chart area. You can set the visible hours to be the same as business hours but do note that visible hours can't be edited per resource. 
    changing the working time settings in the resource planning tool
     
  7. Go back to a project view or a resource view
  8. The changes you have made will be applied.

    Change the timeline coloring

    1. Click on 'COLORING'
    2. You'll find it in the menu.
    3. Change the non-working days color or the holiday color
    4. The colors will be used to mark the non-working days and holidays in the Gantt chart area.
    5. Click on 'Save' once you are done
    6. The changes you made will be applied.

    coloring options for visual planning

Timeline >

Timeline Settings