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Planning and Gantt view

Planning provides a read-only timeline of project spans, milestones, due work, and optional standalone tickets.

Choose a window

Use 30, 90, or 180 days. Previous, Today, and Next move the visible window without changing record dates.

Make records appear

  • Projects need a start date and target due date.
  • Milestones need a target date.
  • Work items need a due date.

The Unscheduled count identifies records that are missing dates needed for planning.

Use filters to narrow the view by client, phase, active state, or standalone-ticket inclusion.

Still stuck? Contact Support.