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Adjust and filter the timeline view

Use the timeline toolbar to zoom, jump to today, group by phase, show dependencies and critical path, and filter visible item types.

Audience

This guide is designed for project manager.

Steps

Step 1: Open the timeline with its toolbar

Navigate to the workspace timeline so the toolbar appears at the top, showing zoom, date, grouping, visibility, and filter controls.

Open the timeline with its toolbar

Step 2: Zoom in and out of the timeline

Use the plus and minus buttons on the left of the toolbar to zoom the timeline in for more detail or out for a broader view, such as week, month, quarter, or year.

Zoom in and out of the timeline

Step 3: Jump the timeline to today

Select the calendar button to scroll the timeline so that today’s date is centred, making it easier to see current and upcoming work.

Jump the timeline to today

Step 4: Group items by project phase

Toggle the phase grouping control to switch between a flat list and a view grouped by project phase, helping you understand progress by phase.

Group items by project phase

Step 5: Show or hide task dependencies

Use the dependencies toggle, marked with a branching icon, to display or hide links between related tasks on the timeline.

Show or hide task dependencies

Step 6: Highlight the critical path

Turn on the critical path toggle to highlight the series of tasks that directly affect the project completion date, then turn it off again when not needed.

Highlight the critical path

Step 7: Open the category filter panel

Click the filter button on the right of the toolbar to open the category filter panel, where you can manage which item types appear on the timeline.

Open the category filter panel

Step 8: Choose which item categories are visible

In the open filter panel, tick or untick categories such as Tasks, Meetings, Milestones, Deadlines, Programme, RFI, Procurement, Handover, Packages, Components, ITPs, Materials, Plant, RAMS, Temporary Works, and Automated to control what appears.

Choose which item categories are visible

Step 9: Close the category filter panel

Click outside the filter panel area to close it and return to working directly with the filtered timeline view.

Close the category filter panel


Last updated: 2026-08-12