The Timeline view in DealRoom is like a Gantt chart, giving you a visual overview of your deal so you can manage requests and dependencies more easily. In this article, we'll review:
How to access the timeline view
From the room, navigate to the Requests tab at the top of the screen.
Next to Overview in the top left corner, select Timeline.
You will now see a timeline view of your requests, dependencies, dates and so on.
Interactive Capabilities
The timeline offers several interactive capabilities to help you manage your project tasks efficiently:
Edit Requests: Make changes to requests directly from the left panel. Assign assignees, add due dates, change statuses, and more.
Set Start and Due Dates: Draw bars on the timeline to define start dates and due dates for your requests.
Modify Start and Due Dates: Reference the image below to drag the sides of request bars to modify the start dates and due dates.
Add Dependencies: Hover over a request bar, click the circle on either side, and drag it to the circle of another request to establish a dependency.
Remove Dependencies: Double click on a dependency line and confirm the action to remove the dependency.
Customize request columns: Customize your view by selecting and deselecting which request information you'd like to show.
Dependency date shifting: Dependency date shifting (formerly auto-scheduling) is found by clicking the cog icon and selecting it from the drop-down menu. It helps manage dependent tasks when a parent task is moved. There are three options:
None: No changes are made automatically.
Consume buffer: Dependent tasks adjust automatically when the parent task moves, using the buffer (time between tasks).
Maintain buffer: Keeps the same time between dependent tasks when the parent task moves.
Tip: You can also reorder tasks, use filters, and search, just like in the requests overview.
Critical Path: By clicking the cog button, you can enable the Critical Path feature. This will highlight tasks that are critical to the project timeline in red. For example, if a critical task's due date is changed then this will affect the entire projects completion date. If a task isn't highlighted in red, this means it's not critical and there is room for the date to be pushed back without affecting the overall project deadline.
The blue bar at the top of each worklist represents the first and last date of requests in that worklist. The status of requests are color coded (gray = open, yellow = in progress, green = resolved).
As tasks are resolved, a section of the blue work stream bar becomes darker, providing a visual representation of completed tasks. We will introduce progress percentages in upcoming releases.
Click the Today button to jump to today's date.
If you have any questions or need support reach out via the in-platform chat or email us at support@dealroom.net. We're here to help!
Tutorial Video of Timeline View
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