Identify work using the Timeline view in the built-in scheduler

Identify work using the Timeline view in the built-in scheduler (26.24)

Projects area
Project Managers

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You can use this view to capture and manage the work on a project depending on your personal preferences or the project delivery approach. Using the Timeline view, we identify all the deliverables (or end results) that the project must deliver to ensure the desired results are achieved.

To identify work using the Timeline view:

1. Capture project deliverables

Open the project and select the Tasks tab.
Ensure that the project is using the in-built Scheduler rather than an external schedule tool by ensuring that the text “Link to a project” is visible, as opposed to an external tool icon.
Click Timeline from the sub-ribbon.
Create a project start milestone as the first line in the new schedule. Type “Project Start Milestone” into the Add Task box and hit the Enter key on your keyboard.
Select the task just created and click Edit from the sub-ribbon.
Set the Milestone flag to Yes or set the Duration to zero to make it a Milestone.
Continue to add the first deliverables in the same way.
Select the Deliverable and click Indent from the sub-ribbon.
Continue to add Milestones, Phases and Deliverables in the same way.

2. Capture project sub-deliverables

With the Phases, Deliverables and Milestones identified, the high-level Work Breakdown Structure (WBS) is complete.
Now we need to decompose the WBS into sub-deliverables (if needed) and tasks (to be discussed in the next section).
Insert a new line between the first two deliverables by right mouse clicking on the second deliverable and select Insert Above.
Type the name of the sub-deliverable.
Select the new sub-deliverable and then click Indent from the sub-ribbon.
Continue to decompose the WBS as required.

3. Capture project tasks

The final level of decomposition is to decompose the sub-deliverables into detailed tasks.
Insert a new line between the first two sub-deliverables by right mouse clicking on the second deliverable and select Insert Above.
Type the name of the task.
Select the new task
Click Indent from the sub-ribbon.
Continue to decompose the WBS as required.

Download Job Aid: Creating the project schedule in the in-built Scheduler

Related Lessons

Identify work using the Board view in the built-in scheduler (09:16)

Establish dependencies in the built-in scheduler (05:32)

Assign resources in the built-in scheduler (07:08)

Estimate the work in the built-in scheduler (03:12)

Maintain project baselines (05:06)

Create a resource plan from the project schedule (04:01)

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