Use Timeline View Buttons in the Work Plans

Timeline View Buttons are available on every Work Plan and provide a unified method for adjusting the date display. They make it easy to switch between Daily, Weekly, and Monthly based on the level of detail you need.

Depending on your organizational role and assigned permissions, you can access the Work Plans through one of several available paths. These access points are illustrated in the Accessing the Work Plans article.

For the purpose of this article, we will use the Project Work Plan as an example.

Note: The pages and formats shown in this article may differ from what you see in your environment. Your organization’s configuration or the rights assigned to you may result in a different experience.

Timeline View Buttons

Timeline View Buttons

The Timeline View Buttons appear above the timeline portion of the Work Plan. Each button is labeled according to its view option:

  • D for Daily
  • W for Weekly
  • M for Monthly

When you select a view, its button displays a blue background, providing a clear visual indicator of the active setting.

Select a Timeline View

Daily Timeline View

Daily Timeline View

Daily View displays each column in MM DD format.

Example: Example column header: Oct 01

Tooltip format: Weekday, MM DD, YYYY

Example: Example tooltip: Wed, Oct 01, 2025

This view is useful when you need to examine tasks or dependencies at a granular level.

Weekly Timeline View

Weekly Timeline View

Weekly View displays each column using the start date of the week in MM DD format.

Example: Example column header: Oct 13

Tooltip format: Q# YYYY

Example: Example tooltip: Q4 2025

This view supports medium-range planning and helps you understand schedule progress week by week.

Monthly Timeline View

Monthly Timeline View

Monthly View displays each column in MM YYYY format.

Example: Example column header: Dec 2025

Tooltip format: Q# YYYY

Example: Example tooltip: Q4 2025

This view works well for high-level planning and portfolio-level oversight.

Understand Column Header Tooltips

When you hover over a column header in any view, a tooltip appears with additional information about the represented date or date range.

In Daily View, tooltips provide full date context, including the weekday.

In Weekly and Monthly Views, tooltips provide the associated quarter and year.

These tooltips help you quickly interpret the timeframe covered by each column without changing views.

Selected View Column Format Tooltip (Column header)
Daily MM DD
Example: Oct 01
(Weekday, MM DD, YYYY)
Example: Wed, Oct 01, 2025
Weekly Start date of the week (MM DD)
Example: Oct 13
(Q# YYYY)
Example: Q4 2025
Monthly MM YYYY
Example: Dec 2025
(Q# YYYY)
Example: Q4 2025