Add, Edit and Delete entry on the Timeline

You can create, update and remove activities directly on the Timeline.

Starting with blank timeline

Right after you publish the page with new macro you should see empty timeline waiting for you.

Use blue button "Create +" and start adding items to timeline right away.

In the dialog you can create new resource or choose one of the Confluence users (matching the typed name). 

Next: you should create your first project:

Note: Each macro is a separate object, the common part are only Confluence users. You can have custom resources name the same way in each macro.

When you picked the the resource and activity, you can set up: Start and End Dates. By default Start date is set for the current day (if you set Start date in the future End date will match it). We have added few improvements and now you can easily create items with minute precision dates, another feature is a duration where you can set End date based on duration of the task / project in hours. 

 

About duration:

If you set start date with precise hour eg. 1h then the end date will be set with hour precision.

If you do not specify exact start hour in start date, then the duration will round up hours to match full days e.g 1 hour will be treated the same way as 8 hours = 1 working day. It allows to round up work to full days if you have 40h on project ect.

 

After you hit the create button item will be displayed on the timeline and in the table below (if you made table visible in settings section):

Adding a new activity entry

To add a new activity on a timeline, simply click twice on a timeline's blank space (not filled with any activity), at a date that you wish for it to happen. Bear in mind that a resource is to be selected in accordance with cursor position as well.

The below example will explain it the best:

As one can see, mouse pointer was placed in the Adam Morris row and the bottom axis informs that planned activity is to take place on the 22nd of March 2018

Dialog box appears with a form containing the data to be completed. As you can see, "Resource" (1) and "Start/End Date" were already filled in (of course if needed they can be immediately altered):

If you prefer not to have a stiff Start/End Date set, then "Duration: (4) is a better option. Here you can set how many hours should it last (as it fits better particular time-oriented tasks).

 In regards to "Duration" - be advised: only working day (business) hours are taken into consideration, so activity with i.e. 16 hours may look extended like it is 3 days long on the graph, whilst only 8 hours of each day are taken into account from time frame 8 AM to 6 PM. 

Additional comment to the assignee's activity may be left as well (5).

If you want to do some bulk actions then consider ticking "Create another" (6). If all is ready and set correctly please use "Create" (7) button to place it in timeline view.

Update an Entry

To update an existing entry click on it and drag for a given period - this method suits the best for minor changes. To use drag and drop technique first you need to select an item, using single left mouse button click. For major changes simply double click an item to open its full edition.

 The easiest way to spot if the element was selected is to see if red "x" symbol is visible on its right side (1). After selecting an item on the timeline, its frame color also changes (you should be able to spot its border yellow glow)

Dialog with summary of changes appears after using either double click or drag and drop technique:

Delete Entry

To delete existing entry click on it using left mouse button and then repeat action on the button with "x" symbol. ("Update an entry" section above shows exemplary location of "x")

 

Feel free to tell us what topic should be covered: staffingtimeline@psc-software.atlassian.net