C-15-06 Using Order/Project View Timeline

Who: Customer Operations
Why: The Timeline of an individual Order shows the status of all related Milestones. The Timeline on a Project View shows all the related Orders and their Milestones.
Before you begin
The Timeline is not available on an Order until the Order has been progressed beyond the Itemised stage (ready for transmission to the selected Supplier).
Related topics

  1. Find and Open an Order.
    See topic Find Order & Modify Details.
    In the example shown above the Order is part of a Project View and so is accessed by clicking the Order number.
    • NOTE: The Timeline tab is not visible if you click the Action button. It is only visible on the View Order screen (which is accessed by clicking the Order number in this instance).
    The View Order screen appears.
  2. Click the Timeline tab.
    The Timeline is displayed.
    • N2 - Add Milestones to the Order (See topic Add Milestones to Order/Project View.) and edit the status and dates of Milestones (See topic Manage Milestones.).
    • N3 – Return to the Timeline view (from Milestones or Milestone History).
    • N4 - View a detailed history of Milestone actions. (See topic View Milestone History.)
    • N5 – The Order ID and Name.
    • N6 – Each existing Milestone associated with the Order is displayed as a coloured diamond. The meaning of the diamond colours is as follows:
        OVERDUE: Not completed, past Target Date or
      BREACHED: Completed after Target Date
        COMPLETED: Completed on or before Target date
        ON TARGET: Not completed, Warning Date not reached and Target Date not reached
        AT RISK: Not completed, Warning Date has past and Target Date not reached
        PENDING: Milestone status not yet determined, dependent on parent Milestone
        Multiple milestones at this point. “Zoom” the Timeline in to see each individual Milestone (e.g. switch from Month view to Week view).
      N7 - The coloured bar on the Timeline represents the Order. The position and length of the bar on the Timeline shows the Start Date and End Date of the Order (the duration). The colour of the bar represents the status of the Order. The meaning of the colours is as follows:
      Order transmitted to Supplier but not yet accepted.
      ON TARGET: Order was started on time, is at status “Work In Progress” and the Service End Date is in the future (not overdue).
      COMPLETED: Order has been completed within the Service End Date.
      OVERDUE: Order was not started by the Service Start Date and/or Order was not completed by the Service End Date.
    • The Project View Timeline tab (N1) has the same features as the Order Timeline tab except that the Project is shown (N2) as well as all associated Orders (N3). The Project View and Orders are represented on the Timeline as coloured bars (N4).
    • NOTE: The Milestones button (N5) is used to add/edit Project Milestones not Order Milestones. Likewise, the Milestone History button (N6), shows the history of Project Milestones not Order Milestones.
    • There is a coloured bar for the Project View and each Order on the Timeline.
  3. If there are multiple pages (e.g. “1 of 2”), use the Page Down  and Page Up  buttons to view each page on the Timeline.
  4. To jump to today’s date (N1), click the Go To Today  button.
  5. Each click of the Previous Day  button moves the Timeline back one day.
  6. Each click of the Next Day  button moves the Timeline forward one day.
  7. Drag the slider to quickly move backward or forward on the Timeline.
    • NOTE: The Previous Day and Next Day buttons only work when the Timeline is zoomed to “days” or “weeks” view (N2).
  8. To “zoom” the Timeline in or out do either of the following:
    1. Select the “zoom” factor from the drop down list (“hours”, “days”, “weeks”, “months”).
    2. Click the Zoom In  or Zoom Out  button.
      N3 - The scale of the Timeline adjusts according to the selected “zoom” factor.
    • NOTE: Selecting Zoom factor “hours” causes the following warning message to appear.
  9. To view the Milestones within the Order (or Project View), click the plus symbol.
    N1 - The list of Milestones associated with the Order (or Project View) is displayed.
    N2 - Milestones that are “chained” together appear on the Timeline with lines linking them. The top Milestone is the Anchor with each dependent Milestone below it.
    N3 - “Stand alone” Milestones appear on the Timeline without any linking lines.
  10. Click the minus icon to hide the Milestones.
  11. Hover the mouse over a Milestone “diamond”.
    A pop-up shows information about the Milestone.
    • N1 - This is the only place where you can see what the Anchor Milestone is linked to (Relative To:). In the example shown above, the Milestone is relative to START (i.e. the Order Service Period Start Date). All dependent Milestones will show Relative To: PREVIOUS (linked to the previous Milestone).
Switch from Project View Timeline to Order Timeline
  1. On the Project View Timeline, click the Order number.
    The View Order screen appears with the Details tab selected.
  2. Click the Timeline tab.
    N1 - The Order Timeline is displayed.
  3. To return to the Project View Timeline, click Project View.
    The display returns to the Project View.
  4. Click the Timeline tab.
    The Project View Timeline is displayed again.
Tips & Troubleshooting
N1 - When you are in the Project View Timeline, clicking the Project View ID on the Timeline has the same effect as clicking the Detail tab (the Project View Details are displayed).
When you are in the Order Timeline, clicking the Order number on the Timeline has the same effect as clicking the Detail tab (the Order Details are displayed).


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