Using timelines view

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Alica Kačengová

Timelines (or Gantt) view allows you to see and work with any data that has a start and an end date, e.g. events or bookings. You can reschedule the items, see their progress, set dependencies and more.

Configuring the view

  1. Basic settings

To make use of timeline view, you need to set the name of the event and its start and end date. The events will then appear on the timeline.

You can also display task dates directly in the timeline.

  1. Changing granularity

Based on the level of detail that you need, you can change the granularity. There is a wide range available, from quarter days to years.

  1. Setting progress

If the records (e.g. tasks) have an attribute representing progress, you can display it on the timeline – notice the different shade of color on the ribbons.

  1. Setting color

Every record can be represented by a different color based on an attribute. The attribute has to be of type color or selection

  1. Categories and swimlanes

Records can be grouped into categories (or so-called swimlanes). It is also possible to further group records into sub-categories.

Working with the data

  1. Editing start and end date

You can edit the start and end date right in the view. 

Drag and drop the centre of the ribbon to move the whole record, or just drag the endings to edit start and end independently.

  1. Changing progress

Similarly to dates, you can also edit the progress of the item right away.

  1. Setting dependencies

Setting a dependency creates a hierarchical relationship between the items.

Click on the small circle at either beginning or ending of the ribbon and drag the arrow to the dependent record.

It doesn’t matter at which end does the arrow start. Lumeer places the arrow in such a way that is visually more pleasant.

To remove the dependency, click on the arrow and then click on the bin icon.

If the Lock dependent task position checkbox is ticked (and it is by default), then by moving the main task, you will also move its dependent tasks. This behaviour can be disabled by unticking the checkbox.

  1. Moving between categories

You can also move the items among categories. This will automatically update the items.

E.g. if you move the booking from 203 to 205, the value of the Room attribute of the record will be updated from 203 to 205.

  1. Opening the detail

Click on the item to see its detail.

  1. Adding a new item

Click and drag the mouse anywhere outside the existing items and a popup for creating a new record will appear.