Try It!

You can use this view to capture and manage the work on a project depending on your personal preferences or the project delivery approach.  Using the Timeline view, we identify all the deliverables (or end results) that the project must deliver to ensure the desired results are achieved.


To identify work using the Timeline view:

1. Capture project deliverables

1. Open the project in Sensei IQ and select the Tasks tab.
   
   
2. Ensure that the project is using IQ Scheduler rather than an external schedule tool by ensuring that the text “Link to a project” is visible, as opposed to an external tool icon.
   
   
3. Click Timeline from the sub-ribbon.
   
   
4. Create a project start milestone as the first line in the new schedule.  Type “Project Start Milestone” into the Add Task box and hit the Enter key on your keyboard.
   
   
5. Select the task just created and click Edit from the sub-ribbon.
   
   
6. Set the Milestone flag to Yes or set the Duration to zero to make it a Milestone.
   
   
7. Continue to add the first deliverables in the same way.
   
   
8. Select the Deliverable and click Indent from the sub-ribbon.
   
   
9. Continue to add Milestones, Phases and Deliverables in the same way.
   
   

2. Capture project sub-deliverables

1. With the Phases, Deliverables and Milestones identified, the high-level Work Breakdown Structure (WBS) is complete.
   
   
2. Now we need to decompose the WBS into sub-deliverables (if needed) and tasks (to be discussed in the next section).
   
   
3. Insert a new line between the first two deliverables by right mouse clicking on the second deliverable and select Insert Above.
   
   
4. Type the name of the sub-deliverable.
   
   
5. Select the new sub-deliverable and then click Indent from the sub-ribbon.
   
   
6. Continue to decompose the WBS as required.
   
   

3. Capture project tasks

1. The final level of decomposition is to decompose the sub-deliverables into detailed tasks.
   
   
2. Insert a new line between the first two sub-deliverables by right mouse clicking on the second deliverable and select Insert Above.
   
   
3. Type the name of the task.
   
   
4. Select the new task
   
   
5. Click Indent from the sub-ribbon.
   
   
6. Continue to decompose the WBS as required.
   
   

Download Job Aid: Creating the project schedule in IQ Scheduler

_{Disclaimer: Some images in the instructional video and text instructions contained herein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.}