In order to help visualize and report on major project milestones, Workamajig has created Timeline Segments. After defining the segments, you are able to set a detail level task or summary task with a colored and named marker for use in many of your traffic and project related reporting. This allows you to quickly filter and visualize across a Gantt schedule view where major milestones are falling on the calendar.
Menu > Admin/Manager > System Setup > Global Lists > Timeline Segments
Segment Name - This is the name that is used and seen in the system.
Display Name - Overrides the Segment Name for reports.
Segment Color - Can choose a color that appears in many of the system Gannt views.
Description - An internal description you can add to give more info on what this particular segment is about.
Adding Timeline Segments
- Click Insert Row.
- Give it a Name and pick a Color.
- The row will auto-save.
Assign To Tasks
From the Timeline Segments setup screen, you can click on a row to expand it. Here an option labeled Assign To Tasks will appear. Clicking this will open a panel with some choices of task names to apply the segment to.
NOTE: Be mindful as this will update EVERY task in your system with a matching ID or Name.
- Click on an existing row.
- Click on Assign To Tasks.
- Pick your task criteria by which to apply the Timeline Segment.
- Click Update.
NOTE: You can assign Time Segments to your Tasks in the schedule. See the Using Timeline Segments guide for more info.