Portfolio View, Timeline. I need to show sections/phases in each project as different colours

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1

I need to show different sections within a project in Timeline view in the Portfolio tab. I need to view multiple projects with all the sections shown. Milestones are a nice touch but easy to overlook.

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2

Could you add some more context?

What is the why behind your question?

3

In our projects, we have different phases/stages ie. Prelim Phase, Concept Phase, Detailed Design Phase, Construction Phase. It would be good to show this on the Portfolio Timeline view, maybe in different hues of the same colour for each project?

I need to see which jobs are in which phase from a high level.

4

If those phases are separate projects you can visualised them using project start and end date.

It will show up in different colours matching the project icon colour youā€™ve chosen.

5

Yes. This is what is on our systems right now. Same projects listed as separate instances for different phases. This doubles up project references as they are treated as whole projects. Updating the info is doubled up too :frowning:

6

Not sure what exactly is doubled?

And why canā€™t it be one project? You could have separate sections for phases. With the first and last task in a phase duration should also become clear.

Also, easier adjusting timelines with dependency management options.

7

Hi @Ian_Arevalo , just to chime in hear and forgive me if you have already tried this when you refer to ā€˜milestonesā€™ aboveā€¦
In auch cases I usually recommend using a milestone at the end (optionally, also at the start) of each phase/stage of your project so that this is denoted in the timeline view.

Additionally have a single-select (NOT a multi-select field) for your projectā€™s stages, added to the portfolio, colour coding each option (stage). This would be manually updated, not connected in anyway to the actual project but you can then colour the timeline using that single-select field.

Once you get accustomed to the colour-coding in the Portfolioā€™s timeline view, you will easily understand which stage/phase each of your projects are in.

8

Our projects are organised into single rows in excel due to the volume of work. Project information ie site location, description, budgets are represented by numerical references. If we split projects into two lines ie concept and construction, we would need to replicate those references for both rows.

One project ā† this is what I want. One project with multiple phases (going back to my OP).

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