How to Create a Project Timeline Report

A Project Timeline Report allows you to visualize each phase of a project in sequence, alongside its duration, providing clarity on the project's progress. This type of report is particularly valuable for monitoring deal phases, identifying bottlenecks, and ensuring all project stages are on track to meet deadlines. Follow the steps below to create a timeline that tracks deal phases and their durations.

Visualization Example:

Steps:

Select "Deal Phases Info" from the Explore menu.
Under the Deal field, add the Deal Title as a filter. To do this, click the filter icon next to the field and select the specific room or deal you want to analyze.



Expand the Deal Phase Info field group and choose Actual Start Date for tracking when each phase begins.



Under the Phase field, select both the Name and Order fields to display the phase titles and their respective sequence.
Click Add next to the Custom Fields section and select Table Calculation to calculate the phase end dates.



Create a new calculation that defines the phase end date by capturing the actual start date of the next phase. Title it "Phase End".

To do this, Copy and Paste this code into the Expression box:

if(
is_null(
offset(${deal_phase_info_active.actual_start_date_date}, 1)
),
now(),
offset(${deal_phase_info_active.actual_start_date_date}, 1)
)



Click the blue Run button at the top right to generate the data.
In the Visualization Pane, select Timeline as the chart type for a clear representation of phase sequences.
In the Data Pane, sort by Phase Order in ascending order. Then, hide the "Phase Order" field by clicking the gear icon next to it and choosing Hide this field in visualization.



Your project timeline report is now ready. It will provide a comprehensive visual overview of the project’s phases, helping you track deal progress and ensure everything is running smoothly.

Updated on: 11/09/2024