How to create a Project Timeline report?
Visualization:
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image_ya3qvp.png)
Steps:
Choose "Deal Phases Info" explore.
Add "Deal Title" under the the Deal view as a filter by clicking on the filter icon next to the field and choose a room/deal you would like to check.
Under the view Deal Phase Info, choose "Actual Start Date" field; under the view Phase, choose "Name" field and "Order" field.
Click on "Add" next to Custom Fields view and choose "Table Calculation" to create a "Phase End" calculation that picks up the actual start date of next phase as the phase end date of the current phase.
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image_zqpwve.png)
Run the report.
In the Visualization Pane, choose "Timeline" as the chart type.
In the Data Pane, sort "Phase Order" ascending, and hide the field by clicking the gear icon -> choose "Hide this field in visualization".
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image_a4aw5a.png)
Updated on: 16/05/2023
Thank you!