Project Timeline Report
🗓️ Project Timeline Report
The Project Timeline Report in Ontraccr provides a visual, calendar-style overview of project durations based on their start and end dates. It functions like a lightweight Gantt chart, helping teams visualize how their projects line up over time.
📍 Accessing the Report
- Open the Reports section via the sidebar.
- Click Reports again to access the main reporting hub.
- Select Project Timeline from the list of standard templates.
🧭 What This Report Displays
This report visualizes the start and end dates of each project, laid out on a timeline. Each project appears as a horizontal bar across the date range, indicating its planned duration.
🔑 Prerequisite: Start & End Dates Required
To see a project on this report, the following fields must be filled out within the Project’s Budget page by enabling the Add Dates/Timelines? option:
- Start Date
- End Date
These fields must be set under each project's Budget page.
⚠️ If start and end dates are not filled in, the project will not appear in this report.
🛠️ Functionality
- Select Projects: Choose specific jobs to display, or show all
- Scroll Timeline: Horizontally scroll through dates to view all project bars
- Zoom or Expand: Use the full-screen toggle to expand the visible chart area
This view is ideal for high-level planning, resource alignment, and conflict identification across projects.
🧠 Common Use Cases
- Operations teams reviewing how concurrent jobs align
- Project managers identifying scheduling overlaps or gaps
- Executives needing a visual summary of all active timelines
📁 Export & Save Options
- Save View: After applying project filters, save the view for reuse
- Export Options: Not explicitly mentioned in the transcript — leave out unless confirmed in future updates
📌 Tips
- Always verify that project timelines are updated in the Budget tab to maintain accurate visuals here.
- Use in tandem with the Project Status Report for a full picture of timeline + labor health.