Timeline
The Timeline screen provides a calendar-based chronological view for tracking activities and documents over extended periods of time. It emphasizes continuity across multiple time spans and offers a linear format, enabling clear visibility of overlapping or consecutive items.
Timeline exists as one of the main views in the ERP.net Calendar.
Interface
Modes
The Timeline mode can be adjusted using the view selector, which controls the horizontal time scale displayed for activities and documents.
by Day
This mode displays all activities for a single day, as well as for the next up to 11 days.
Note
"up to" refers to the maximum number of days in the timeline can be revealed if the browser window is expanded to full screen.
by Week
This mode displays all activities for the current week as well as for the next up to 6 weeks.
Note
"up to" refers to the maximum number of weeks in the timeline can be revealed if the browser window is expanded to full screen.
by Month
Lists all activities for the current month as well as for the next up to six months.
Note
"up to" refers to the maximum number of months in the timeline can be revealed if the browser window is expanded to full screen.
by Quarter
Lists all activities for the last three months (current quarter) as well as for the next up to three quarters.
Note
"up to" refers to the maximum number of quarters in the timeline can be revealed if the browser window is expanded to full screen.
| Mode | Time span | Use case |
|---|---|---|
| Timeline – by Day | Selected day and the following 11 days. | Provides a highly granular, short-term activity view. |
| Timeline – by Week | Current week and the next six weeks. | Suitable for weekly planning and multi-week tracking. |
| Timeline – by Month | Current month and the next six months. | Ideal for mid-range planning and monthly activity reviews. |
| Timeline – by Quarter | Last three months (current quarter) and the next three quarters. | Best suited for high-level, long-term strategic reviews and annual planning. |
Tip
You can also change your timeline mode from the three-dot menu at the upper-right part of the page.
Navigation
Using either the left (previous) or right (next) arrows in the navigation bar, you can quickly navigate across the timeline.
For example, pressing the right arrow advances 7 months in Timeline - by Month, shifting all the months by 7.
The arrows inside the timeline itself, however, allow you to move forward or go back just by a single period.
For example, pressing the right arrow advances one month in Timeline - by Month, shifting all the months by one.
To make a targeted navigation, you can use the built-in date picker, which allows you to instantly go to a specific date, month, or year.
Activity info
Just like in the ERP.net Calendar, if you hover over an activity, you can see a tooltip with more details about it.
Tip
Clicking on an acitivity or a document will take you to their respective forms.
Business week labels
The Timeline utilizes the ERP.net Business Week (BW) standard for numbering weeks in a calendar year.
In the Timeline - by Week mode, the label is found at the right end of each week window.
Party filter
In addition to activities, the Timeline also shows documents created for the currently logged-in Enterprise company.
These documents are further grouped by the customer (Party) they are associated with.
The Party button allows you to narrow down the timeline to show just the documents associated with one particular customer.
When one party is selected, the Timeline restricts the displayed documents and activities only to those records related to it.
The filter can be reset to the default "all parties" view by selecting Clear from the Party dropdown.
If no documents with customers are identified for a specific period, it will be greyed out and not usable.
Note
The screenshots taken for this article are from v.26 of the platform.